2024-05-15T09:23:19-05:00 2023-06-30 314419361 JOHN GERLACH & COMPANY LLC 1500 LAKE SHORE DR STE 220 COLUMBUS OH 43204 990 2022-07-01 311463283 BEXLEY EDUCATION FOUNDATION BEXL 6143382093 348 S CASSINGHAM ROAD BEXLEY OH 43209 JEFF SCHELLHAAS TREASURER 6143382093 2024-05-14 JEFF SCHELLHAAS 999009999 0 JON YERIAN CPA P00575540 6142242164 2024-05-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SARAH SAXBE 348 S CASSINGHAM ROAD BEXLEY OH 43209 769547 0 X HTTPS://BEXLEYEDUCATIONFOUNDATION.ORG/ X 1996 OH SEE SCHEDULE O 29 29 3 40 0 0 640732 540339 0 0 204010 155934 14309 -457 859051 695816 480775 362848 0 0 166061 179606 0 0 36204 79453 91837 726289 634291 132762 61525 4930982 5156672 0 0 4930982 5156672 X SEE SCHEDULE O 0 0 102337 77850 CLASSROOM GRANTS - CURRICULUM AREAS: ART, SPANISH, MATH, SCIENCE, READING, SOCIAL STUDIES, SOCIAL DEVELOPMENT, HEALTH & WELLNESS, VIDEO PRODUCTION. 337037 256391 SPECIAL GRANTS - DISTRICT-WIDE PROGRAMS: IMPACT GRANT: $256391. 37605 28607 VARIOUS ON-GOING GRANT AND SCHOLARSHIP PROGRAMS. 476979 1 1 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X THE ORGANIZATION 6143382093 348 S CASSINGHAM ROAD BEXLEY OH 43209 SARAH SAXBE CHAIR 2.00 X X 0 0 0 MICHAEL AGRIESTI VICE CHAIR 2.00 X X 0 0 0 JULIE Z COHEN VICE CHAIR 2.00 X X 0 0 0 ADAM E EISENBERG VICE CHAIR 2.00 X X 0 0 0 TED SAPP VICE CHAIR 2.00 X X 0 0 0 JEFF SCHELLHAAS TREASURER 2.00 X X 0 0 0 ANGELA MUGLER SECRETARY 2.00 X X 0 0 0 DOUGLAS J SEGERMAN IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 KATIE BUCCO DIRECTOR 1.00 X 0 0 0 BRENT T FOLEY DIRECTOR 1.00 X 0 0 0 JODY S FOURNIER DIRECTOR/CAPITAL UNIV. REP 1.00 X 0 0 0 ANDREW GROSSMAN DIRECTOR 1.00 X 0 0 0 COURTNEY K HANNA DIRECTOR 1.00 X 0 0 0 LARRY HELMAN DIRECTOR 1.00 X 0 0 0 LINDA HODGE DIRECTOR/FACULTY REP 1.00 X 0 0 0 KATIE KAUFMAN DIRECTOR 1.00 X 0 0 0 AMY LAUERHASS DIRECTOR 1.00 X 0 0 0 ALEX MARSH DIRECTOR 1.00 X 0 0 0 ALISSHA M MITCHELL DIRECTOR/BOARD OF ED REP 1.00 X 0 0 0 ANNA RAMSDEN DIRECTOR 1.00 X 0 0 0 JON ROSS DIRECTOR 1.00 X 0 0 0 KATHLEEN RUSSO DIRECTOR 1.00 X 0 0 0 JESSICA SAAD DIRECTOR/CITY COUNCIL REP 1.00 X 0 0 0 JEREMY SECK DIRECTOR 1.00 X 0 0 0 SOMMER SHEELY DIRECTOR 1.00 X 0 0 0 RACHEL LONGABERGER STUKEY DIRECTOR 1.00 X 0 0 0 JOY P WALKER DIRECTOR 1.00 X 0 0 0 ERIC WASSERSTROM DIRECTOR 1.00 X 0 0 0 STEVE WERMAN DIRECTOR 1.00 X 0 0 0 PAMELA GLASGOW EXECUTIVE DIRECTOR 40.00 X 114196 0 0 114196 0 0 1 0 0 0 0 91347 448992 540339 46928 46928 148889 39883 109006 109006 109006 33391 91347 33848 -457 -457 695816 0 0 155477 362848 362848 120477 60239 60238 46331 23165 23166 12798 6399 6399 32789 14144 18645 24361 8121 8120 8120 6225 2063 2063 2099 1998 1998 5132 5132 37 37 2440 2440 CIVIC 10556 10556 DONOR & VOLUNTEER RECOG 4837 4837 ALUMNI PIAZZA EXPENSES 3462 3462 634291 476979 121108 36204 79449 25421 51080 11116 12949 7961 5025 4988 4795428 5115147 4930982 5156672 0 0 X 4924982 5150672 6000 6000 4930982 5156672 4930982 5156672 X 61525 48093 466 115606 X 0 0 0 X 615571 417238 925971 640732 540339 3139851 615571 417238 925971 640732 540339 3139851 57900 3081951 37829 40468 41668 74440 46928 241333 129 6444 7242 13815 3394999 175260 0.90780 0.89730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4795894 53815 479813 44658 163000 6717 5115147 5339199 106111 -475131 166627 7658 4795894 4378381 130185 853989 16433 6923 5339199 4174917 45203 215457 42737 10000 4459 4378381 3833785 192901 291104 115913 21000 5960 4174917 0.57504 0.00000 0.42496 1 0 12949 7961 4988 4988 ENDOWMENT ACCOUNTS 2173712 F COLUMBUS FOUNDATION ACCOUNT FOR BEXLEY EDUCATION FOUNDATION 2941435 F 5115147 PART V, LINE 4: THE ENDOWMENT FUNDS SUPPORT SCHOOL-RELATED PROGRAMS AND STUDENT SCHOLARSHIP AWARDS. GALA 124738 91347 33391 4850 12000 2464 14534 124738 91347 33391 4850 12000 2464 14534 33848 -457 1 BEXLEY CITY SCHOOLS 348 S CASSINGHAM ROAD BEXLEY OH 43209 316400306 501(C)(3) 362848 0 N/A N/A FUND VARIOUS SCHOOL AND DISTRICT PROGRAMS AND ACTIVITIES. 1 0 PART I, LINE 2: THE ORGANIZATION'S GRANTS COMMITTEE REVIEWS ALL GRANT APPLICATIONS MADE BY MEMBERS OF THE BEXLEY CITY SCHOOL'S STAFF, MONITORS USE AND COMPLETES EVALUATIONS. THE GRANT APPLICATION PROCESS BEGINS IN THE SPRING. THE APPLICANTS ARE MAD AWARE OF THE DEADLINES FOR THE GRANT APPLICATIONS. ONCE APPLICATIONS ARE RECEIVED, THE EXECUTIVE DIRECTOR CONSULTS WITH THE SCHOOL DISTRICT'S SUPERINTENDENT AND DIRECTOR OF CURRICULUM. IF THE PROPOSED GRANTS ARE APPROVED BY THE SCHOOL DISTRICT'S SUPERINTENDENT AND THE DIRECTOR OF CURRICULUM, THE APPLICATIONS ARE THEN FORWARDED TO THE BOARD OF GOVERNORS GRANTS COMMITTEE. THIS LARGE COMMITTEE FURTHER REVIEWS THE APPLICATIONS, MEETS WITH THE APPLICANTS TO GAIN A BETTER UNDERSTANDING OF THE PROPOSED PROJECTS TO BE FUNDED WITH THE GRANTS, AND THEN SELECTS THE GRANT APPLICATIONS TO BE FORWARDED TO THE FULL BOARD OF GOVERNORS FOR CONSIDERATION AND APPROVAL. THE GRANTS ARE APPROVED FOR USE DURING THE SCHOOL DISTRICT'S FISCAL YEAR, JULY 1 - JUNE 30. IF FUNDS ARE AVAILABLE AFTER THE SPRING APPLICATION PROCESS, THESE ADDITIONAL FUNDS ARE MADE AVAILABLE IN THE FALL FOR GRANTS TO COVER THE SECOND HALF OF THE ORGANIZATION'S FISCAL YEAR. THE APPROVAL PROCESS FOR THESE GRANT REQUESTS IS THE SAME AS THAT USED FOR THE SPRING APPLICATIONS. FORM 990, PART I, LINE 1, DESCRIBE THE ORGANIZATION'S MISSION: TO SUPPORT PROGRAMS AND PROJECTS THAT ELEVATE THE EDUCATIONAL EXPERIENCE AND MAINTAIN THE TRADITION OF EXCELLENCE IN THE BEXLEY CITY SCHOOLS. FORM 990, PART III, LINE 1, DESCRIBE THE ORGANIZATION'S MISSION: TO INVEST IN THE FULL POTENTIAL OF TOMORROW AND TO FOSTER AN INCLUSIVE COMMUNITY OF ENGAGED LEARNERS, EDUCATORS AND ALUMNI. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE TREASURER AND EMAILED TO THE BOARD OF GOVERNORS FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C GOVERNING BODY: MEMBERS ANNUALY REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN AN ACKNOWLEDGEMENT AND DISCLOSURE STATEMENT. SHOULD A CONFLICT ARISE, THE MEMBER WITH THE CONFLICT WILL BE EXCUSED FROM BOTH THE DISCUSSION AND VOTE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE CONDUCTS AN ANNUAL PERFORMANCE REVIEW OF THE EXECUTIVE DIRECTOR. ANY COMPENSATION ADJUSTMENTS ARE BASED ON ACHIEVEMENT OF GOALS, AND COMPARATIVE DATA IS OBTAINED AND CONSIDERED IN EVEVALUATING THE OVERALL COMPENSATION PACKAGE. RECOMMENDATIONS FOR COMPENSATION ADJUSTMENTS ARE PRESENTED TO THE FULL GOVERNING BODY FOR REVIEW AND APPROVAL. THE DELIBERATION AND DECISION ARE SUBSTANTIATED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: INCREASE IN BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 115,606. FORM 990, PART I, LINE 6, DESCRIPTION OF VOLUNTEER DUTIES: THE VOLUNTEERS ARE USED FOR COMMITTEE WORK AND EVENT WORK FOR THE FUNDRAISING EVENT(S) HELD EACH YEAR.