Nonprofit · EIN 35-6066912
CARMEL-CLAY EDUCATIONAL FOUNDATION INC
Also known as CARMEL EDUCATION FOUNDATION
Tax-exempt · CARMEL, IN 46032
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $626,617 | $533,425 | $93,192 | $2,732,296 | $8,922 | $2,723,374 |
| June 30, 2024 | 990 | $382,812 | $527,756 | -$144,944 | $2,536,849 | $8,884 | $2,527,965 |
| June 30, 2023 | 990 | $367,192 | $382,233 | -$15,041 | $2,242,333 | $9,786 | $2,232,547 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $479,339
- of which government grants
- $5,000
- Program service revenue
- $0
- Investment income
- $147,278
- Net gain from sales of assets
- $78,050
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $193,081
- Compensation of officers, directors and key employees
- $93,518
- Other salaries and wages
- $51,394
- Salaries, compensation and benefits (total)
- $181,209
- Professional fundraising fees
- $0
- Accounting fees
- $14,275
- Program services (functional)
- $434,436
- Management and general (functional)
- $98,989
Balance sheet and other
- Total assets, start of year
- $2,536,849
- Total assets, end of year
- $2,732,296
- Total liabilities, end of year
- $8,922
- Net assets, end of year
- $2,723,374
- Publicly traded securities
- $2,601,857
- Net assets without donor restrictions
- $756,304
- Net assets with donor restrictions
- $1,967,070
- Gross receipts
- $716,267
- Employees
- 4
- Volunteers
- 130
- Year formed
- 1966
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JENNIFER PENIX | EXECUTIVE DIRECTOR Officer | 40 | $75,760 | $6,533 |
| SAM HARRIS | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| PETER PRIMASON | VP OF OPERATIONS Trustee or director, Officer | 2 | $0 | $0 |
| ANDY PINEGAR | VP FINANCE Trustee or director, Officer | 2 | $0 | $0 |
| MISSY KING | VP OF DEVELOPMENT Trustee or director, Officer | 2 | $0 | $0 |
| HEIDI WILSON | VP OF COMMUNITY ENGAGEMENT Trustee or director, Officer | 2 | $0 | $0 |
| DALLAS SHELBY | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| KRISTINE AMICK | MEMBER AT LARGE Trustee or director | 2 | $0 | $0 |
| JESSICA BARRETT | MEMBER AT LARGE Trustee or director | 2 | $0 | $0 |
| DR MICHAEL BERESFORD | MEMBER AT LARGE Trustee or director | 2 | $0 | $0 |
| AMY BLUME | MEMBER AT LARGE Trustee or director | 2 | $0 | $0 |
| ANDREW FAIRMAN | MEMBER AT LARGE Trustee or director | 2 | $0 | $0 |
| JON FERGUSON | MEMBER AT LARGE Trustee or director | 2 | $0 | $0 |
| STEPHANIE FLITTNER | MEMBER AT LARGE Trustee or director | 2 | $0 | $0 |
| WILLIAM L HOWARD II | MEMBER AT LARGE Trustee or director | 2 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSH JOHNSON | MEMBER AT LARGE Trustee or director | 2 | $0 |
| BRIAN JONES | MEMBER AT LARGE Trustee or director | 2 | $0 |
| STACEY POMEROY | MEMBER AT LARGE Trustee or director | 2 | $0 |
| RAMONA RICE | MEMBER AT LARGE Trustee or director | 2 | $0 |
| LESLIE TESKEY | MEMBER AT LARGE Trustee or director | 2 | $0 |
| MOLLY EDWARDS | MEMBER AT LARGE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JENNIFER PENIX | EXECUTIVE DIRECTOR Officer | 40 | $75,344 | $20,530 |
| DALLAS SHELBY | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| PETER PRIMASON | VP GOVERNANCE Trustee or director, Officer | 2 | $0 | $0 |
| KELSEA SIMPSON | VP FINANCE Trustee or director, Officer | 2 | $0 | $0 |
| KRIS WHEELER | VP IMPACT Trustee or director, Officer | 2 | $0 | $0 |
| SAM HARRIS | VP OUTREACH Trustee or director, Officer | 2 | $0 | $0 |
| KATHY HOLCOMB | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| TRICIA REYNOLDS | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| KRISTINE AMICK | MEMBER AT LARGE Trustee or director | 2 | $0 | $0 |
| DR MICHAEL BERESFORD | MEMBER AT LARGE Trustee or director | 2 | $0 | $0 |
| ANN BERNARD | MEMBER AT LARGE Trustee or director | 2 | $0 | $0 |
| SEAMUS BOYCE | MEMBER AT LARGE Trustee or director | 2 | $0 | $0 |
| EMILY EHRGOTT | MEMBER AT LARGE Trustee or director | 2 | $0 | $0 |
| JON FERGUSON | MEMBER AT LARGE Trustee or director | 2 | $0 | $0 |
| LISA HANSEN | MEMBER AT LARGE Trustee or director | 2 | $0 | $0 |
| WILLIAM L HOWARD II | MEMBER AT LARGE Trustee or director | 2 | $0 | $0 |
| MISSY KING | MEMBER AT LARGE Trustee or director | 2 | $0 | $0 |
| BECKY KUCHARSKI | MEMBER AT LARGE Trustee or director | 2 | $0 | $0 |
| ANDREW PINEGAR | MEMBER AT LARGE Trustee or director | 2 | $0 | $0 |
| KELLI PRADER | MEMBER AT LARGE Trustee or director | 2 | $0 | $0 |
| AMY BLUME | MEMBER AT LARGE Trustee or director | 2 | $0 | $0 |
| RAMONA RICE | MEMBER AT LARGE Trustee or director | 2 | $0 | $0 |
| VENKATA TADIKONDA | MEMBER AT LARGE Trustee or director | 2 | $0 | $0 |
| LESLIE TESKEY | MEMBER AT LARGE Trustee or director | 2 | $0 | $0 |
| HEIDI WILSON | MEMBER AT LARGE Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 25 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER PENIX | EXECUTIVE DIRECTOR Officer | 40 | $82,352 |
| DALLAS SHELBY | PRESIDENT Trustee or director, Officer | 2 | $0 |
| ANN BERNARD | VP FINANCE/TREASURER Trustee or director, Officer | 2 | $0 |
| PETER PRIMASON | VP GOVERNANCE Trustee or director, Officer | 2 | $0 |
| KRISTINE WHEELER | VP IMPACT Trustee or director, Officer | 2 | $0 |
| SAM HARRIS | VP OUTREACH Trustee or director, Officer | 2 | $0 |
| KATHY HOLCOMB | SECRETARY Trustee or director, Officer | 2 | $0 |
| TRICIA REYNOLDS | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 2 | $0 |
| TARA ASCIOTI | MEMBER AT LARGE Trustee or director | 2 | $0 |
| SEAMUS BOYCE | MEMBER AT LARGE Trustee or director | 2 | $0 |
| EMILY EHRGOTT | MEMBER AT LARGE Trustee or director | 2 | $0 |
| KELSEA SIMPSON | MEMBER AT LARGE Trustee or director | 2 | $0 |
| JON FERGUSON | MEMBER AT LARGE Trustee or director | 2 | $0 |
| LISA HANSEN | MEMBER AT LARGE Trustee or director | 2 | $0 |
| BECKY KUCHARSKI | MEMBER AT LARGE Trustee or director | 2 | $0 |
| RYAN MOONEY | MEMBER AT LARGE Trustee or director | 2 | $0 |
| KELLI PRADER | MEMBER AT LARGE Trustee or director | 2 | $0 |
| AMY BLUME | MEMBER AT LARGE Trustee or director | 2 | $0 |
| VENKATA TADIKONDA | MEMBER AT LARGE Trustee or director | 2 | $0 |
| LESLIE TESKEY | MEMBER AT LARGE Trustee or director | 2 | $0 |
| HEIDI WILSON | MEMBER AT LARGE Trustee or director | 2 | $0 |
| ANDY PINEGAR | MEMBER AT LARGE Trustee or director | 2 | $0 |
| WILLIAM L HOWARD II | MEMBER AT LARGE Trustee or director | 2 | $0 |
| DR MICHAEL BERESFORD | EX OFFICIO (NON-VOTING) Trustee or director | 2 | $0 |
| RAMONA RICE | EX OFFICIO (NON-VOTING) Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 515 E MAIN ST STE 124, CARMEL, IN 46032-2344
- In care of
- % CARMEL CLAY SCHOOLS
- Principal officer (990 for 2024)
- SAM HARRIS, 515 E MAIN STREET, CARMEL, IN 46032
- Signed the 990
- ANDREW PINEGAR, TREASURER
- Phone
- (317) 844-9961
- Website
- WWW.CCS.K12.IN.US/FOUNDATION
- Return prepared by
- DEAN DORTON ALLEN FORD PLLC
Mission
SUPPORTING CARMEL CLAY STUDENTS AND EDUCATORS BY PROVIDING RESOURCES THAT FOSTER ACADEMIC GROWTH AND PERSONAL DEVELOPMENT, EMPOWERING EVERY STUDENT TO BECOME THEIR BEST FUTURE SELVES.
Program accomplishments
- AWARDED SCHOLARSHIPS TO 100 CARMEL HIGH SCHOOL SENIORS TO SUPPORT THEIR PURSUIT OF POST-SECONDARY EDUCATION, INCLUDING COLLEGE DEGREES AND TECHNICAL CERTIFICATIONS. ADDITIONALLY, THREE CARMEL HIGH SCHOOL STUDENT RECEIVED A SCHOLARSHIP TO ATTEND A JOURNALISM WORKSHOP IN SUMMER 2025 TO FURTHER THEIR ACADEMIC INTERESTS. PROVIDED SCHOLARSHIPS TO 8 CARMEL MIDDLE SCHOOL STUDENTS FOR ADVANCED MUSIC INSTRUCTION DURING SUMMER 2025.Expenses $341,807 · grants $149,611
- AWARDED 37 GRANTS TO A TOTAL OF 52 TEACHERS AND 17 STUDENTS. GRANTS WERE AWARDED TO INDIVIDUALS, OR TO A GROUP OF APPLICANTS. MORE THAN 6,000 STUDENTS BENEFITED FROM THE IMPLEMENTATION OF THESE GRANTS IN THE AREAS OF WELLNESS, COMMUNITY BUILDING, OR OPPORTUNITIES FOR SUCCESS.Expenses $27,389 · grants $27,389
- ALLOCATED $16,081.43 THROUGH THE RISE AND GROW PROGRAM SUPPORTING 25 STUDENTS IN ACCESSING INDIVIDUAL, GROUP, OR FAMILY THERAPY SESSIONS, AS WELL AS SUBSTANCE TREATMENT PROGRAMS, FOR FAMILIES FACING FINANCIAL BARRIERS DUE TO LACK OF INSURANCE OR UNDERINSURANCE.Expenses $16,081 · grants $16,081
- ACHIEVE PROGRAM (REAL-WORLD READINESS INITIATIVES)THE CARMEL EDUCATION FOUNDATION'S ACHIEVE PROGRAM PROVIDES EDUCATIONAL SUPPORT FOR EXPERIENTIAL LEARNING OPPORTUNITIES THAT ENHANCE STUDENTS' READINESS FOR POST-SECONDARY EDUCATION AND THE WORKFORCE. THE PROGRAM SERVES STUDENTS ACROSS CARMEL CLAY SCHOOLS THROUGH PARTNERSHIPS WITH ESTABLISHED NONPROFIT ORGANIZATIONS AND EDUCATIONAL PROVIDERS.PROGRAM ACTIVITIES INCLUDE:JUNIOR ACHIEVEMENT (JA) BIZTOWN: A FINANCIAL LITERACY AND WORKFORCE READINESS PROGRAM FOR FIFTH-GRADE STUDENTS THAT INCLUDES A SIMULATED ECONOMIC ENVIRONMENT WHERE PARTICIPANTS LEARN ABOUT PERSONAL FINANCE, BUSINESS OPERATIONS, AND CIVIC RESPONSIBILITY.JOSEPH MALEY FOUNDATION PROGRAMMING: EDUCATIONAL PROGRAMMING FOR ELEMENTARY AND MIDDLE SCHOOL STUDENTS FOCUSED ON DISABILITY AWARENESS, INCLUSION, AND SOCIAL-EMOTIONAL LEARNING THROUGH INTERACTIVE EXPERIENCES.JA CAREERIGNITE: A CAREER EXPLORATION EVENT FOR HIGH SCHOOL STUDENTS THAT PROVIDES EXPOSURE TO A VARIETY OF INDUSTRIES AND OCCUPATIONS THROUGH DIRECT INTERACTION WITH EMPLOYERS AND COMMUNITY PARTNERS.THESE ACTIVITIES ARE DESIGNED TO SUPPLEMENT THE STANDARD CURRICULUM BY PROVIDING PRACTICAL LEARNING EXPERIENCES THAT SUPPORT STUDENT DEVELOPMENT IN FINANCIAL LITERACY, CAREER AWARENESS, AND INTERPERSONAL SKILLS.Expenses $49,159
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 35-6066912
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1967
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $2,732,296
- Income (IRS master file)
- $716,267
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $626,617 | $533,425 | $2,732,296 | IRS |
| 990 | June 2024 | $382,812 | $527,756 | $2,536,849 | IRS |
| 990 | June 2023 | $367,192 | $382,233 | $2,242,333 | XML |
| 990 | June 2022 | $156,752 | $270,343 | $2,261,920 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-6066912).
Questions about CARMEL-CLAY EDUCATIONAL FOUNDATION INC
- What is the EIN of CARMEL-CLAY EDUCATIONAL FOUNDATION INC?
- The employer identification number (EIN) of CARMEL-CLAY EDUCATIONAL FOUNDATION INC is 35-6066912.
- Is CARMEL-CLAY EDUCATIONAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to CARMEL-CLAY EDUCATIONAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CARMEL-CLAY EDUCATIONAL FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CARMEL-CLAY EDUCATIONAL FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARMEL-CLAY EDUCATIONAL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CARMEL-CLAY EDUCATIONAL FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names SAM HARRIS.
- Who are the officers and directors of CARMEL-CLAY EDUCATIONAL FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 21 people; 1 received compensation from the organization, the highest $75,760 (JENNIFER PENIX, EXECUTIVE DIRECTOR).
- How much revenue does CARMEL-CLAY EDUCATIONAL FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $626,617, expenses of $533,425 and total assets of $2,732,296 at year end.
Other nonprofits in CARMEL
- LITTLE STAR CENTER INC EIN 30-0021977 · last filed 990 for 2024
- UNIVERSITY HIGH SCHOOL OF INDIANA INC EIN 35-2034546 · last filed 990 for 2025
- LAMBDA CHI ALPHA EDUCATIONAL FOUNDATION INC EIN 13-6266432 · last filed 990 for 2025
- CLVEN NATIONAL HOUSE CORPORATION EIN 81-2669741 · last filed 990 for 2025
- ZETA TAU ALPHA FOUNDATION INC EIN 31-0987111 · last filed 990 for 2025
- LITTLE BUNS INC EIN 35-1851458 · last filed 990 for 2024
- ALPHA SIGMA PHI FOUNDATION INC EIN 14-1908351 · last filed 990 for 2025
- INDIANA AGRICULTURE EDUCATION INC EIN 81-5307679 · last filed 990 for 2023