2024-02-15T10:24:51-06:00 2023-06-30 273858252 DEAN DORTON ALLEN FORD PLLC 5975 CASTLE CREEK PARKWAY N DR STE 400 INDIANAPOLIS IN 46250 990 2022-07-01 356066912 CARMEL CLAY EDUCATION FOUNDATION CARM 3178449961 515 E MAIN STREET CARMEL IN 46032 KELSEA SIMPSON TREASURER 3178449961 2024-02-15 1 KELSEA SIMPSON 999009999 0 BRYAN PAUTSCH P00034913 3174690169 2024-02-15 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DALLAS SHELBY 515 E MAIN STREET CARMEL IN 46032 425336 0 X WWW.CCS.K12.IN.US/FOUNDATION X 1966 IN WE RAISE FUNDS TO SUPPORT CARMEL CLAY STUDENTS IN ACADEMIC ACHIEVEMENT AND LIFELONG LEARNING. WE DO THIS BY PROVIDING EDUCATIONAL AND INNOVATION GRANTS TO CARMEL CLAY SCHOOLS, TEACHERS AND STUDENTS, CREATING PARTNERSHIPS WITH COMMUNITY MEMBERS TO EXTEND CLASSROOM LEARNING, IMPLEMENTING COLLABORATIVE PROGRAMS TO BENEFIT OUR SCHOOL COMMUNITY, AND PROVIDING SCHOLARSHIPS TO CURRENT AND GRADUATING STUDENTS. 23 23 7 100 0 0 105096 241351 0 0 68 2128 51588 123713 156752 367192 190039 194501 0 0 55216 138815 0 0 62093 25088 48917 270343 382233 -113591 -15041 2261920 2242333 27152 9786 2234768 2232547 TO PROMOTE ACADEMIC ACHIEVEMENT AND LIFELONG LEARNING IN CARMEL CLAY STUDENTS. 0 0 192008 119950 1400 AWARDED 91 SCHOLARSHIPS. 41643 41643 AWARDED GRANTS TO 65 TEACHERS AND 36 STUDENTS 32908 32908 FUNDED 1,317 STUDENTS TO ATTEND JA BIZTOWN ACHIEVE INITIATIVE. 266559 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 7 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X JENNIFER PENIX 3178449961 515 E MAIN STREET STE 124 CARMEL IN 46032 DALLAS SHELBY PRESIDENT 2.00 X X 0 0 0 ANN BERNARD VP FINANCE/TREASURER 2.00 X X 0 0 0 PETER PRIMASON VP GOVERNANCE 2.00 X X 0 0 0 KRISTINE WHEELER VP IMPACT 2.00 X X 0 0 0 SAM HARRIS VP OUTREACH 2.00 X X 0 0 0 KATHY HOLCOMB SECRETARY 2.00 X X 0 0 0 TRICIA REYNOLDS IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 TARA ASCIOTI MEMBER AT LARGE 2.00 X 0 0 0 SEAMUS BOYCE MEMBER AT LARGE 2.00 X 0 0 0 EMILY EHRGOTT MEMBER AT LARGE 2.00 X 0 0 0 KELSEA SIMPSON MEMBER AT LARGE 2.00 X 0 0 0 JON FERGUSON MEMBER AT LARGE 2.00 X 0 0 0 LISA HANSEN MEMBER AT LARGE 2.00 X 0 0 0 BECKY KUCHARSKI MEMBER AT LARGE 2.00 X 0 0 0 RYAN MOONEY MEMBER AT LARGE 2.00 X 0 0 0 KELLI PRADER MEMBER AT LARGE 2.00 X 0 0 0 AMY BLUME MEMBER AT LARGE 2.00 X 0 0 0 VENKATA TADIKONDA MEMBER AT LARGE 2.00 X 0 0 0 LESLIE TESKEY MEMBER AT LARGE 2.00 X 0 0 0 HEIDI WILSON MEMBER AT LARGE 2.00 X 0 0 0 ANDY PINEGAR MEMBER AT LARGE 2.00 X 0 0 0 WILLIAM L HOWARD II MEMBER AT LARGE 2.00 X 0 0 0 DR MICHAEL BERESFORD EX OFFICIO (NON-VOTING) 2.00 X 0 0 0 RAMONA RICE EX OFFICIO (NON-VOTING) 2.00 X 0 0 0 JENNIFER PENIX EXECUTIVE DIRECTOR 40.00 X 82352 0 0 82352 0 0 0 0 0 0 0 1961 239390 241351 2128 2128 181857 58144 123713 123713 367192 0 0 125841 32908 32908 161593 161593 85432 34173 17086 34173 43518 17407 8704 17407 9865 3946 1973 3946 8993 8993 3217 3217 3937 3937 4036 4036 1394 1394 2033 2033 963 963 1895 1895 COMMUNITY INVOLVEMENT 9596 9596 PROGRAM EXPENSES 6936 6936 OTHER FUNDRAISING EXPNE 2630 2630 PROFESSIONAL DEVELOPMEN 2163 2163 1124 1124 382233 266559 53581 62093 195240 147605 2066680 2094728 2261920 2242333 27152 9786 27152 9786 X 846433 807903 1388335 1424644 2234768 2232547 2261920 2242333 -15041 12820 0 X 0 0 0 X 119343 156114 241400 105096 241351 863304 119343 156114 241400 105096 241351 863304 863304 23359 28434 13396 68 2128 67385 86960 6874 18043 51488 91674 255039 1185728 1450 0.72810 0.69790 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 86,960. 2019 AMOUNT: $ 6,874. NET FUNDRAISING - 2020 AMOUNT: $ 18,043. 2021 AMOUNT: $ 41,249. 2022 AMOUNT: $ 91,674. NET GAMING - 2021 AMOUNT: $ 10,239. 2022 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2119535 70472 107226 72174 26483 2198576 1802214 712468 -295456 79843 19848 2119535 1444441 36300 406361 66293 18595 1802214 1384994 1060 137961 62713 16861 1444441 1245097 40832 175150 60580 15505 1384994 0.05000 0.95000 0.00000 0 0 0 SBA LOAN 8679 CREDIT CARDS 1107 9786 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO AWARD GRANTS TO CARMEL CLAY SCHOOLS WHICH THEN PROVIDES THE GRANT FUNDS TO EDUCATORS. TATSE OF CARMEL 109126 109126 17923 3900 8314 GHOST AND GOBLINS 72731 72731 275 27732 181857 181857 17923 4175 36046 58144 123713 1 CARMEL CLAY SCHOOL DISTRICT 5201 E MAIN ST CARMEL IN 46032 356006444 GOV'T ENTITY 32908 0 EDUCATOR, SCHOOL AND STUDENT LED GRANTS BASED ON APPLICATION AND INNOVATIVE INITIATIVES CARMEL CLAY SCHOOLS EDUCATORS 65 41643 SCHOLARSHIPS TO GRADUATING SENIORS 91 119950 PART I, LINE 2: CARMEL EDUCATION FOUNDATION SELECTS GRANT RECIPIENTS THROUGH A COMPETITIVE PROCESS. ALL RECIPIENTS ARE EDUCATORS EMPLOYED WITH CARMEL CLAY SCHOOLS. GRANT FUNDING IS SENT TO THE CARMEL CLAY SCHOOLS CONTROLLER AND DISTRIBUTION OF FUNDS IS MONITORED THROUGH THEIR SYSTEM. EACH GRANT HAS A UNIQUE ACCOUNT AND ALL PURCHASES MADE AGAINST THE GRANT ARE VERIFIED AND RECORDED BY THE CONTROLLER. GRANT FUNDS MUST BE SPENT WITHIN ONE YEAR. ANY REMAINING FUNDS ARE RETURNED TO CARMEL EDUCATION FOUNDATION TO BE USED FOR FUTURE GRANT AWARDS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM IS PRESENTED PRIOR TO FILING IN AN AGENDA WITH A LINK TO THE ELECTRONIC DOCUMENT AT LEAST 48 HOURS PRIOR TO THE MEETING. AT THE MEETING THE DOCUMENT IS REVIEWED BY THE TREASURER AND THE BOARD HAS THE OPPORTUNITY TO PROVIDE INPUT OR ASK QUESTIONS. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER AND STAFF PERSON MUST SIGN AN ANNUAL STATEMENT WHICH DISCLOSES ANY ACTUAL OR POTENTIAL CONFLICTS. MINUTES OF ALL MEETINGS WILL RECORD ALL RECUSAL FROM DISCUSSION AND VOTING DUE TO CONFLICTS OF INTEREST. THE GOVERNANCE COMMITTEE IS CHARGED WITH THE RESPONSILBILITY TO ENSURE THAT THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH ITS TAX EXEMPT STATUS. THE GOVERNANCE COMMITTEE REVIEWS THE CONFLICT OF INTEREST POLICY TO ENSURE THAT ITS DIRECTION AND RECORD-KEEPING REQUIREMENTS ARE BEING MET. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMPENSATION AND REVIEW POLICY CURRENTLY IN PLACE REQUIRES A REVIEW OF COMPARABLE COMPENSATION DATA (SUCH AS COLLECTED IN THE INDIANA ASSOC. OF PUBLIC EDUCATION FOUNDATIONS) AND/OR THE 990S OF OTHER ORGANIZATIONS. COMPENSATION DECISIONS ARE ALSO GUIDED BY SUCH CONSIDERATIONS AS THE DESIRE TO RETAIN STAFF, REVIEW OF STAFF ACHIEVEMENT OF SPECIFIC GOALS AND OBJECTIVES, FINANCIAL POSITION OF THE ORGANIZATION, ETC. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT BOARD MEETINGS AND UPON REQUEST.