Philanthropy, Voluntarism, and Grantmaking

Zionsville Education Foundation Inc

  • Zionsville, IN
  • www.zionsville.education.foundation.org

Mission Statement

THE MISSION OFTHE ZIONSVILLE EDUCATION FOUNDATION IS TO SERVE ITS SCHOOL COMMUNITY BY PROVIDING FUNDS THAT PROMOTE ACADEMIC EXCELLENCE

Main Programs

  1. Fall and Spring Classroom Grants
  2. "Imagine" Professional Development Grants
  3. Student Enrichment Grants
  4. Donors Choose matching grants

ruling year

2002

Executive Director since 2012

Self-reported

Mrs. Tracy Phillips

Keywords

Self-reported

Zionsville, Indiana, Education Foundation,

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EIN

30-0024279

 Number

3567485712

Contact

Cause Area (NTEE Code)

Private Grantmaking Foundations (T20)

IRS Filing Requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Programs + Results

How does this organization make a difference?

Programs

Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Program 1

Fall and Spring Classroom Grants

ZEF offers grants that enable and honor exemplary, innovative teaching and learning, and that strengthen the partnership among family, school, business, and community. ZEF grant awards typically range from $500 - $3,000, but each grant request is considered on its own merit for either full or partial funding. Grants are awarded for the following purposes:

1. Academic Excellence and Innovation: Curricular and extra-curricular learning.
2. Community and School Partnerships: New initiatives that enhance the educational mission of the schools through collaborative partnerships.
3. Leveraging External Grants: Matching dollars when grants are required by the funder to include local matching funds. Matching grant requests must be related to the above two areas of Foundation funding.

It is important to note that ZEF does not fund expenses normally covered by the General Operating Budget of the School Corporation or reduction of budget shortfalls and overdrafts; new construction; purposes related to the furtherance of a political party or position, religious activities or controversial issues as determined by ZEF; compensation for corporation employees or students; substitute teacher pay; food and party supplies; telephone expenses. Finally, ZEF prefers not to be a sustaining source of funding for projects.

There are two classroom grant cycles each school year (fall and spring). All paperwork and guidelines are posted on the ZEF website to which teachers and staff can refer. All grants must be approved by school principal and ZCS superintendent before being presented to the Grants committee. After grants are submitted to ZEF, the office will forward the technology grants to the Chief Technology Officer to ensure that any requested equipment is compatible with our existing technology.

Category

K-12 (5-19 years)

Population(s) Served

None

None

None

Budget

$70,000.00

Program 2

"Imagine" Professional Development Grants

The purpose of the ZEF Imagine/Professional Development Grant is to promote professional growth and renewal opportunities for experienced educators. Two grants of up to $3,000 each will be awarded. Current Zionsville educators and administrators with a minimum of three years’ experience may apply. Groups of two or more staff may collaborate on a project but should submit one grant application. Applicants complete the Imagine/Professional Development Grant cover sheet (available at www.zionsvilleeducationfoundation.org) and attach a one page summary to include the following information: What are your reasons for pursuing this experience? What are your goals for this grant? What are your potential planned activities to accomplish this goal? What are the anticipated costs for the project? What are your plans to integrate the experience within the school or community?

ZEF Imagine grants cannot fund tourism or post graduate college credits. Grant recipients have one year to complete the project. One month after completion, the grant recipient should submit a full report of his/her accomplishments to ZEF. Grant recipients are expected to serve as active ambassadors of the Imagine grant and ZEF to their peers, their students, and their community.
Imagine Grants are reviewed and approved/denied by ZEF Board Grant Committee members.

Category

Education, General/Other

Population(s) Served

None

None

None

Budget

$6,000.00

Program 3

Student Enrichment Grants

Student Enrichment Grants are awarded to a group of students involved in a club or extra-curricular activity that is sanctioned by the school (i.e. club, academic team, student government organization, philanthropic organizations, etc.). This group of students may request funds to support higher levels of competition (i.e. global academic competitions), further education in field of activity (i.e. conferences), or special projects.

General guidelines for student enrichment grants:

1. Students must write the grant and the grant application must be signed by:
a. The designated student leader of the group
b. The faculty/administrator sponsor (i.e., club sponsor, academic team coach, etc.)
c. Principal of the school to confirm the organization is sanctioned by the school and
the activity is supported by school administration
2. Preference will be given to organizations that are not supported by a “booster club.”
3. If a grant is for attending a group competition, grant will not be awarded for participation in the first (local) round of the competition. Group must earn a position in the next round to be considered for ZEF funding.
4. Applications will be considered on a first come/first serve basis throughout the year. ZEF has budgeted $5,000 to these grants. Once that money has been committed, no additional grant requests will be reviewed for the remainder of the school year.
5. Students must raise a minimum of half of the cost.
6. Grant activities must align with ZCS/school policies:
a. If travel is involved, it must be approved in accordance with school board policies
b. All required forms, with any required signatures, must be submitted with the grant application to indicate to the ZEF board that all relevant policies have been followed
and the school/ZCS administration supports the activity.
7. A group of students that is awarded a grant will not be eligible to receive another grant for the same purpose the following year (i.e., they can’t receive a grant in two consecutive years for the same purpose)

Grant approval is awarded by the Executive Director. Some grant requests may require discussion and approval by the Board Grant Committee members.

Category

K-12 (5-19 years)

Population(s) Served

None

None

None

Budget

$5,000.00

Program 4

Donors Choose matching grants

The Zionsville Education Foundation (ZEF), thanks to a $5,000 grant from the Community Foundation of Boone County , is matching Donors Choose grants authored by Zionsville Community Schools teachers, administrators and staff. ZEF’s incentive program
matches grants submitted by ZCS teachers and staff valued up to $500. Once private donors have funded a ZCS grant half-way, ZEF matches the donations.
ZEF’s Donors Choose Policy includes the following details:
1. All ZCS employees other than principals and administrators may submit a grant on DonorsChoose.org for consideration of the matching program.
2. ZEF will match up to $500 for labor (a $30 fee), shipping and materials for the grant. ZEF does not include the optional Donors Choose donation as part of the defined $500 limit.
3. Technology requests must be approved by the ZCS Technology Department.
4. All incentive matching funds are subject to approval by ZEF.
5. Funding for repeated grants from the same teacher will only be matched once a school year (or at the discretion of the ZEF Board); however, the repeated grant may be submitted to Donors Choose for funding from outside sources as often as the teacher finds need.
6. Grants for consumables (food, party supplies, and extra-curricular activities) will not be matched by ZEF.
7. Teachers who have submitted a grant to Donors Choose are asked to contact the ZEF office when grants under $500 (labor and materials) reach the half-way point in outside funding.

Category

Education, General/Other

Population(s) Served

None

None

None

Budget

$5,000.00

Social Media

Affiliations + Memberships

National School Foundation Association - Member

External Reviews

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Financials

Financial information is an important part of gauging the short- and long-term health of the organization.

Zionsville Education Foundation
Fiscal year: Jan 01-Dec 31

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Operations

The people, governance practices, and partners that make the organization tick.

Zionsville Education Foundation Inc

Leadership

NEED MORE INFO ON THIS NONPROFIT?

Free: Gain immediate access to the following:
  • Address, phone, website and contact information
  • Forms 990 for 2014, 2013 and 2013
  • Board Chair and Board Members
  • Access to the GuideStar Community
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Executive Director

Mrs. Tracy Phillips

BIO

An experienced leader in nonprofit and volunteer organizations for nearly 25 years, with skills both analytic and creative. Effective as a relationship and advocacy builder, a Public Relations strategist and social media consultant, and a proven fundraiser. Able to navigate both established events and strategies as well as creating ground-breaking programs, moving nonprofit organizations to the next level of performance.

Governance

BOARD CHAIR

Bob Spoonmoore

BOARD LEADERSHIP PRACTICES

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section, which enables organizations and donors to transparently share information about essential board leadership practices. Self-reported by organization

Yes

BOARD ORIENTATION & EDUCATION

Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations?

Yes

CEO OVERSIGHT

Has the board conducted a formal, written assessment of the chief executive within the past year?

Yes

ETHICS & TRANSPARENCY

Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year?

Yes

BOARD COMPOSITION

Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership?

Yes

BOARD PERFORMANCE

Has the board conducted a formal, written self-assessment of its performance within the past three years?