2024-05-14T09:13:30-05:00 2023-06-30 471019942 CREATIVE PLANNING TAX LLC PO BOX 2100 WATERLOO IA 507042100 990 2022-07-01 421364293 WATERLOO COMMUNITY SCHOOLS FOUNDATION WATE 3199399550 201 TOWER PARK DRIVE 106 WATERLOO IA 50701 KATE REICHERTS PRESIDENT 3199399550 2024-05-10 1 KATE REICHERTS 999009999 1 BRIAN ARONSON CPA P01425251 3192346885 2024-05-10 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z HANNAH LUCE 201 TOWER PARK DRIVE 106 WATERLOO IA 50701 300620 0 X WWW.WCSFOUNDATION.ORG/ X 1989 IA SERVING AS A CATALYST FOR EDUCATIONAL EXCELLENCE AND PRIDE IN THE WATERLOO SCHOOL DISTRICT. 17 17 3 46 0 0 448770 286117 0 0 37138 12053 -3421 -13130 482487 285040 394974 92534 0 0 78366 113014 0 0 96218 30019 35249 503359 240797 -20872 44243 1202339 1253311 240000 181151 962339 1072160 X TO FUND, INSPIRE AND PROMOTE EDUCATIONAL OPPORTUNITIES FOR ALL IN THE WATERLOO SCHOOLS. 0 0 107090 92534 THE WATERLOO COMMUNITY SCHOOLS FOUNDATION (WSF) IS A 501(C)3 NONPROFIT ORGANIZATION THAT EXISTS TO ENHANCE ACADEMIC OPPORTUNITIES IN THE WATERLOO COMMUNITY SCHOOLS DISTRICT (WCSD). THE WSF SOLICITS FUNDING FROM LOCAL BUSINESSES, ORGANIZATIONS, HOUSEHOLDS, AND OTHER PRIVATE ENTITIES TO SUSTAIN THEIR MISSION AND ENSURE ONGOING COMMUNITY SUPPORT FOR THE SUCCESS OF WATERLOO'S PUBLIC EDUCATION. FUNDING IS DISTRIBUTED IN 3 AREAS; 1) DISTRICT INITIATIVES, WHICH ARE LARGE-SCALE ANNUAL PROJECTS PRIORITIZED BY THE SUPERINTENDENT AND WCSD BOARD OF EDUCATION 2) TEACHER GRANTS, WHICH BRING INNOVATIVE TEACHING AND LEARNING TO CLASSROOMS ACROSS THE WCSD AND 3) STUDENT GRANTS THAT BRIDGE FINANCIAL GAPS FOR STUDENTS TO ATTEND AND EXPERIENCE UNIQUE INDIVIDUAL LEARNING OPPORTUNITIES OUTSIDE OF THE CLASSROOM. OVER THE LAST 13 YEARS, THE WSF HAS GIVEN OVER $2.3 MILLION TO SUPPORT 12 DISTRICT INITIATIVES, 105 TEACHER GRANTS, AND 68 STUDENT GRANTS. 107090 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 3 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X THE ORGANIZATION 3199399550 201 TOWER PARK DR WATERLOO IA 50701 HANNAH LUCE EXECUTIVE DIRECTOR 40.00 X 60882 0 4571 KATE REICHERTS PRESIDENT 1.00 X X 0 0 0 KALOLA ROBY PAST PRESIDENT 0.50 X X 0 0 0 SHANTE WALLICAN-NESBIT VICE PRESIDENT 1.00 X X 0 0 0 ANN RICHTER TREASURER 1.00 X X 0 0 0 ADIJAN ABDIC SECRETARY 1.00 X X 0 0 0 JAY KOWEIL DIRECTOR 0.50 X 0 0 0 ANNA CAUGHRON DIRECTOR 0.50 X 0 0 0 RENEE CHRISTOFFER DIRECTOR 0.50 X 0 0 0 LORI JOHNSON DIRECTOR 0.50 X 0 0 0 TIFFINI KIELER DIRECTOR 0.50 X 0 0 0 BERNICE RICHARD DIRECTOR 0.50 X 0 0 0 CHUCK SHIREY DIRECTOR 0.50 X 0 0 0 MIKE WALDEN DIRECTOR 0.50 X 0 0 0 CHRIS WENDLAND DIRECTOR 0.50 X 0 0 0 JODI MINARD DIRECTOR 0.50 X 0 0 0 KRISTIN STANFORD DIRECTOR 0.50 X 0 0 0 DENISE THROWER DIRECTOR 0.50 X 0 0 0 60882 0 4571 0 0 0 0 0 10396 275721 286117 12053 12053 2450 10396 15580 -13130 -13130 285040 0 0 -1077 84729 84729 7805 7805 71994 7200 14399 50395 33317 3332 29985 173 17 156 7530 753 1506 5271 9890 9890 3010 3010 1929 1929 1624 1624 7297 730 1459 5108 3760 375 753 2632 1055 1055 1880 1880 10 10 1299 1299 3495 2149 299 1047 240797 107090 37489 96218 475947 534649 86923 77195 13817 13817 0 0 639469 641467 1202339 1253311 1151 240000 180000 240000 181151 X 85309 115082 877030 957078 962339 1072160 1202339 1253311 44243 65578 0 X 0 0 0 X 245347 267674 452183 315550 286117 1566871 245347 267674 452183 315550 286117 1566871 463507 1103364 3639 2460 2946 29066 12053 50164 1900 1402 2450 5752 1622787 0.67990 0.67330 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING INCOME - 2018 AMOUNT: $ 1,900. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 1,402. 2022 AMOUNT: $ 2,450. SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: CASH DATE: 06/17/19 AMOUNT: 105917. DESCRIPTION: CASH DATE: 10/03/19 AMOUNT: 194083. DESCRIPTION: CASH DATE: 09/05/19 AMOUNT: 312814. DESCRIPTION: CASH DATE: 06/30/21 AMOUNT: 164532. DESCRIPTION: CASH DATE: 09/27/21 AMOUNT: 133220. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 47336 0 0 158596 -6061 152535 159470 -849 25 158596 134330 22310 2830 159470 131816 2514 134330 129954 2482 620 131816 0.31100 0.00000 0.68900 1 0 13817 13817 0 0 PART V, LINE 4: THE USE OF THE ENDOWMENT FUNDS IS BASED ON THE WISHES OF THE DONOR (WITH DONOR RESTRICTIONS) OR THE BOARD (WITHOUT DONOR RESTRICTIONS). 1 WATERLOO COMMUNITY SCHOOL DISTRICT 1516 WASHINGTON ST WATERLOO IA 50702 421364293 74799 0 PURCHASE OF EDUCATIONAL EQUIPMENT AND STUDENT PROGRAM SUPPORT. GRANTS ARE AWARDED TO STUDENTS FOR PROJECTS INCLUDING COMPETITIONS AND ACADEMIC TRAVEL WHICH PREPARES THEM FOR SUCCESS IN COLLEGE, CAREER AND CITIZENSHIP 53 7805 PART I, LINE 2: GRANTS ARE BASED ON SUBMITTED PROPOSALS TO THE FOUNDATION AND ARE COST REIMBURSEMENT BASED. GRANT AWARDS ARE ISSUED AFTER RECIPIENTS SUBMIT ACTUAL COSTS SUPPORTING THE REQUEST. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 WAS REVIEWED BY THE TREASURER AND PRESIDENT. A FINAL COPY OF THE FORM 990 WAS PROVIDED TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE POLICY IS MONITORED BY REVIEWING THE SUBJECT MATTER AND, IF APPROPRIATE, THE BOARD MEMBER WILL REFRAIN FROM DISCUSSION AND ABSTAIN FROM VOTING. ALL BOARD AND EXECUTIVE COMMITTEE MEETING AGENDAS INCLUDE AN ITEM ADDRESSING CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE DOES AN ANNUAL EVALUATION OF PERFORMANCE. FORMAL EVALUATIONS ARE PREPARED BY DESIGNATED INDIVIDUALS, INCLUDING THE EXECUTIVE DIRECTOR. SALARY AND BENEFITS ARE BASED UPON PERFORMANCE. COMPENSATION IS DETERMINED USING COMPENSATION OF OTHER SIMILAR FOUNDATIONS WITHIN THE COMMUNITY AND STATE OF IOWA. DOCUMENTATION OF THE REVIEW PROCESS IS INCLUDED IN THE EXECUTIVE DIRECTORS PERSONNEL FILE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS , CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST