2024-05-14T18:03:33-05:00 2023-06-30 471019942 CREATIVE PLANNING TAX LLC 16924 FRANCES ST OMAHA NE 68130 990 2022-07-01 460340050 WESTERN DAKOTA VOCATIONAL TECHNICAL FOUNDATION INC WEST 6057182400 800 MICKELSON DRIVE RAPID CITY SD 577032736 NORA LEINEN FOUNDATION DIRECTOR 6057182400 2024-05-14 1 NORA LEINEN 999009999 1 JOHN J RODERIQUE CPA P00482589 4023307008 2024-05-14 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z NORA LEINEN 800 MICKELSON DRIVE RAPID CITY SD 577032736 2050591 0 X WWW.WDT.EDU/FOUNDATION-ALUMNI X 1976 SD TO PROMOTE, ASSIST, AND EXTEND FINANCIAL SUPPORT TO WESTERN DAKOTA TECHNICAL INSTITUTE AND THE STUDENTS THEREOF BY PROVIDING SCHOLARSHIPS, GRANTS, AND FINANCIAL AID. 11 11 0 11 0 0 2078654 2036138 0 0 1042 4198 6913 9658 2086609 2049994 1924619 1950341 0 0 0 0 0 0 12470 127467 29044 2052086 1979385 34523 70609 1341188 1444400 0 0 1341188 1444400 TO PROMOTE, ASSIST, AND EXTEND FINANCIAL SUPPORT TO WESTERN DAKOTA TECHNICAL INSTITUTE AND THE STUDENTS THEREOF BY PROVIDING SCHOLARSHIPS, GRANTS, AND FINANCIAL AID. 0 0 1950341 1950341 10255 PROVIDE SCHOLARSHIPS TO WESTERN DAKOTA TECHNICAL INSTITUTE AND ITS STUDENTS IN ORDER TO ALLOW THEM TO COMPLETE THEIR EDUCATION. GRADUATES OF WESTERN DAKOTA TECHNICAL INSTITUTE DEVELOP THE KNOWLEDGE, SKILLS, AND BEHAVIORS NEEDED TO SUCCESSFULLY CONTRIBUTE TO THE COMMUNITY AND BUILD A STRONGER ECONOMY. SEE SCHEDULE I FOR DETAILS OF SCHOLARSHIPS PROVIDED. 1950341 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 X THE ORGANIZATION 6057182400 800 MICKELSON DRIVE RAPID CITY SD 577032736 VERONICA KUSSER CHAIR 1.00 X X 0 0 0 DARYL MECHAM VICE CHAIR 1.00 X X 0 0 0 JONATHAN MCCOY SECRETARY/TREASURER 1.00 X X 0 0 0 CATHY BRADLEY DIRECTOR 1.00 X 0 0 0 JENNIFER BALOUN DIRECTOR 1.00 X 0 0 0 KYLIE TUCKER DIRECTOR 1.00 X 0 0 0 SCOTT HALL DIRECTOR 1.00 X 0 0 0 TENISE CHAPMAN DIRECTOR 1.00 X 0 0 0 TRESHA MORELAND DIRECTOR 1.00 X 0 0 0 SARAH BLENNER DIRECTOR 1.00 X 0 0 0 BRAD RICHARDSON DIRECTOR 1.00 X 0 0 0 NORA LEINEN EXECUTIVE DIRECTOR 40.00 X 0 65753 9793 0 65753 9793 0 0 0 0 0 16143 2019995 116825 2036138 4198 4198 0 16143 597 -597 -597 MISCELLANEOUS REVENUE 900099 10255 10255 10255 2049994 10255 0 3601 97870 97870 1852471 1852471 11000 11000 1418 1418 165 41 124 1197 299 898 421 105 316 FOOD 12359 3090 9269 DUES AND SUBSCRIPTIONS 2484 621 1863 1979385 1950341 16574 12470 562450 640599 426599 429463 9587 788 342552 373550 1341188 1444400 0 0 X 190092 231053 1151096 1213347 1341188 1444400 1341188 1444400 X 70609 32603 X X 0 1 X 1 0 X X 1 WESTERN DAKOTA TECHNICAL INSTITUTE 466002688 2 1 0 97870 1 0 97870 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 X X 1 1 PART IV, SECTION D, LINE 2 THE EXECUTIVE DIRECTOR OF THE FOUNDATION IS EMPLOYED BY WESTERN DAKOTA TECHNICAL INSTITUTE, AND HER OFFICE SPACE IS AT THE SCHOOL. THE FOUNDATION WORKS CLOSELY WITH THE SCHOOL'S FINANCIAL AID OFFICE TO DETERMINE SCHOLARSHIP ELIGIBILITY TO STUDENTS. PART IV, SECTION D, LINE 3 ALL ASSETS ARE INVESTED TO PROVIDE A STREAM OF INCOME THAT WILL PROVIDE FOR STUDENT SCHOLARSHIPS AT WESTERN DAKOTA TECHNICAL INSTITUTE. SCHOLARSHIPS ARE REVIEWED AND APPROVED BY A SCHOLARSHIP COMMITTEE CONSISTING OF SCHOOL FACULTY MEMBERS AND ARE DISBURSED BY THE SCHOOL'S FINANCIAL AID OFFICE. PART IV, SECTION E, LINE 1C THE FOUNDATION PROVIDES SUPPORT BY FUNDING SCHOLARSHIPS FOR STUDENTS ATTENDING WESTERN DAKOTA TECHNICAL INSTITUTE. PART IV, SECTION E, LINE 2A THE FOUNDATION GRANTS ARE CONTRIBUTED TO WESTERN DAKOTA TECHNICAL INSTITUTE DIRECTLY FOR SCHOLARSHIPS. PART IV, SECTION E, LINE 2B THE EXECUTIVE DIRECTOR OF THE FOUNDATION WORKS DIRECTLY WITH THE SUPPORTED SCHOOL TO DISTRIBUTE SCHOLARSHIPS AND GRANTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 342552 2150 36801 7953 373550 297884 102000 -50932 6400 342552 242240 2000 63386 9742 297884 236041 2000 10949 6750 242240 198132 38000 6159 6250 236041 0.40000 0.51000 0.09000 1 0 0 AMOUNTS HELD AT COMMUNITY FOUNDATION 373550 C 373550 2305351 222157 32603 254760 2050591 -597 -597 2049994 2202139 222157 222157 1979982 -597 -597 1979385 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICAL INTEREST 32,603. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -597. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -597. FOUNDATION ANNUAL GALA 16143 16143 597 16143 16143 597 597 -597 0 WESTERN DAKOTA TECHNICAL INSTITUTE 800 MICKELSON DRIVE RAPID CITY SD 57703 466002688 GOV 0 97870 FMV SUPPLEMENTAL INSTRUCTIONAL AND OTHER ITEMS SUPPORT THE PROGRAMS AND GENERAL OPERATIONS OF WESTERN DAKOTA TECHNICAL INSTITUTE SCHOLARSHIPS 293 1852471 X 1 14000 FMV X 1800 1111 FMV X VARIOUS 96 79659 FMV X LAPTOPS 4 2000 FMV X CAMERAS 3 600 FMV X BOOKS 27 500 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY A LICENSED CPA AND IS PRESENTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO IRS FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS, STAFF, AND IMMEDIATE FAMILY ARE CONSIDERED "INTERESTED PERSONS" SUBJECT TO THE CONFLICT OF INTEREST POLICY. ANY POTENTIAL OR ACTUAL CONFLICTS MUST BE DISCLOSED AS SOON AS POSSIBLE, BUT NO LATER THAN WHEN THE INTEREST BECOMES A MATTER OF BOARD ACTION. THE BOARD OF DIRECTORS WILL DETERMINE IF AN ACTUAL CONFLICT EXISTS AND DETERMINE AN APPROPRIATE COURSE OF ACTION TO DEAL WITH THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION DOES NOT DIRECTLY HIRE EMPLOYEES. WESTERN DAKOTA TECHNICAL INSTITUTE PROVIDES COMPENSATION FOR THE EXECUTIVE DIRECTOR POSITION. NO OTHER KEY EMPLOYEES EXIST; HOWEVER, AN APPROPRIATE PROCESS WOULD BE IN PLACE IF THEY DID. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST 32,603. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED IN THE CURRENT YEAR. WESTERN DAKOTA TECHNICAL INSTITUTE 800 MICKELSON DRIVE RAPID CITY SD 577032736 466002688 SCHOOL SD GOVT N/A 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 (2) WESTERN DAKOTA TECHNICAL INSTITUTE B 97870 NONCASH GRANTS