HomeMy WebLinkAboutResolution_BPW_02-03-21-09; Arts Grant; ($4,916.00); Carmel Education FoundationRESOLUTION NO. BPW02-03-21-09
RESOLUTION OFTHECITYOFCARMELBOARDOFPUBLICWORKSANDSAFETY
ACKNOWLEDGING ARTSGRANTPROGRAMAGREEMENT
WHEREAS, pursuant toIndianaCode36-1-4-7, theCityofCarmel, Indiana (“City”), isauthorized toenter
intocontracts; and
WHEREAS, pursuant toIndianaCode36-4-5-3, theCity’smayormayenterintocontractsonbehalfofthe
City; and
WHEREAS, pursuant tohisauthority under Indiana law, theCity’smayor, theHonorable JamesC. Brainard,
hascausedtobesignedtheArtsGrantattachedheretoasExhibitA the (“Contract”); and
WHEREAS, MayorBrainard nowwishestopresentthecontracttotheCity’sBoardofPublicWorksand
Safety forittobepubliclyacknowledged, filedintheClerk’sOffice, andmadeavailabletothepublicforreview.
NOW, THEREFORE, BEITRESOLVED bytheCityofCarmelBoardofPublicWorksandSafetyas
follows:
1. TheforegoingRecitalsareincorporated hereinbythisreference.
2. ThereceiptoftheContractisherebyacknowledged.
3. TheContractshallbepromptlyfiledintheofficeoftheClerkandthereaftermadeavailabletothepublic
forreview.
SORESOLVED this dayof , 2021.
CITYOFCARMEL, INDIANA
ByandthroughitsBoardofPublicWorksandSafety
BY:
James Brainard, Presiding Officer
Date:
MaryAnnBurke, Member
Date:
LoriS. Watson, Member
Date:
ATTEST:
SueWolfgang, Clerk
Date:
S:EBass\\\ MyDocuments\\ BPW-\Resolutions\2021\\AcknowledgeArtsGrantCarmelEducation \ Foundation.docx1/27/202110:07AM
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2/3/2021
2/3/2021
2/3/2021
2/3/2021
2/3/2021
ARTS GRANT PROGRAM
AGREEMENT
This Grant Agreement ( herein referred to as " Agreement") entered into by and between the City
of Carmel ( the " City") and ' [ l rMeA Ed u C& h t-oU nM -hM (the
Grantee"), is executed pursuant to the terms and conditions set forth herein. In consideration of
those mutual undertakings and covenants, the parties agree as follows:
1. That on behalf of Grantee, a not -for -profit corporation, I, ") Uni
an authorized representative of Grantee, have applied for a City of Carmel
Grantor") Arts Grant, said application attached hereto and made a part hereof as
Exhibit " A."
Z. Grant Agreement. The City, after review and recommendation by the Mayor,
agrees to grant $ 4 , 916. 0 0 to the Grantee for the eligible costs
of the project ( the " Project") or services as described in Exhibits " A" and " B" of this
Agreement. The funds shall be used exclusively in accordance with the provisions
contained in this Agreement. Generally, the Grant award may not exceed one third
1/ 3) of Grantee' s combined contributed income, revenue of sales, and/ or ticket
revenue from the previous year. The City of Carmel may, however, make exceptions
for start- up organizations that have been in existence for three ( 3) years or less.
3. Design and Implementation of Project. The Grantee agrees to use any and all grant
funds in accordance with the proposal contained within this agreement and any
documents attached to this Agreement, which are incorporated by reference.
4.
Warranty of non- profit status. Grantee hereby represents and warrants that it is a
not -for -profit entity with a determination letter from the Internal Revenue Service
declaring that it is exempt from Federal income tax.
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5. Payment of Grant Funds by the City. The payment of this Grant by the City to the
Grantee shall be made in accordance with the following conditions:
A. This Agreement must be fully executed and signed by both Grantee and Grantor.
B. Grantee has attached all the following information, which it represents and warrants
to be true and accurate, all which have been incorporated fully by reference:
An application and description of the proposed use of the grant funds ( EXHIBIT
A);
2. A budget for the calendar or fiscal year for which the grant is requested
EXHIBIT B);
3. Certified copies of incorporation as a not -for -profit corporation under state law
EXHIBIT C);
4. A not -for -profit application or determination letter from the U.S. Internal Revenue
Service identifying that it is a not -for -profit corporation that is exempt from
Federal income tax ( EXHIBIT D);
5. Any audits, reviews or compilations available describing the financial condition
of the Grantee, unaudited Balance Sheet and Income Statement, most recent
available IRS Form 990, and the attached Affidavit ( EXHIBIT E);
6. A list of the Grantee' s board of directors and officers listed ( EXHIBIT F);
7. A Year End Report from the previous year if Grantee received an Arts Grant from
the City of Carmel in the previous calendar year, pursuant to paragraph 8 herein
EXHIBIT G).
C. Any other grant conditions that City requires to be met by Grantee, specifically:
6. Grantor' s right to request audit or review. Grantee shall submit to an audit or
review by an independent Certified Public Accountant of funds at the City' s request,
and shall make all books, accounting records and other documents available at all
reasonable times during the term of this Grant Agreement, and for a period of three
3) years after final payment of funds under this Agreement, for the purpose of an
audit by the City of Carmel, the State of Indiana, or their designees. Said review or
audit, if requested, shall be performed by a Certified Public Accountant (`' CPA") who
2
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is neither an employee of Grantee nor a member of the Grantee' s Board of Directors,
to be provided to the City of Carmel by March 31 of the following year.
7. Quarterly financial statements. Grantee agrees to provide the City of Carmel
quarterly financial statements within 45 days after each quarter -end for Grant awards
in excess of sixty thousand dollars ($60,000).
8.
Year- end review. Grantee agrees to provide the City of Carmel a year- end report
Year End Report") for each year, describing how the grant was used and the impact
ofthe dollars received.
9. Funding Credit. Grantee agrees to credit the City of Carmel in the printed materials
associated with a funded program or project. The City of Carmel will supply, upon
request, Grantee with the graphics/ logos necessary for compliance.
10. Statutory Authority of Grantee. The Grantee expressly represents and warrants to
the City that it is statutorily eligible to receive these monies and it expressly agrees to
repay all monies paid to it under this Grant, should a legal determination of its
ineligibility be made by any Court of competent jurisdiction.
11. Use of Grant Funds by Grantee. The funds received by the Grantee pursuant to this
Agreement shall be used only to implement the Project or provide the services in
conformance with the Budget and for no other purpose. If it is determined by the
City that misappropriation of funds have occurred, the Grantee must return all funds
received by Grantor and individuals who misuse Grant funds may also be subject to
civil and/ or criminal liability under Indiana and Federal law.
12. Employment Eligibility Verification. The Grantee affirms under the penalties of
perjury that he/she/ it does not knowingly employ an unauthorized alien.
The Grantee affirms under the penalties of perjury that he/ she/ it has enrolled and is
participating in the E-Verify program as defined in IC 22- 5- 1. 7. The Grantee agrees
to provide documentation to the City that he/ she/ it has enrolled and is participating in
the E- Verify program.
The City may terminate for default if the Grantee fails to cure a breach of this
provision no later than thirty ( 30) days after being notified by the State.
13. Governing Law; Lawsuits. This Agreement is to be construed in accordance with
and governed by the laws of the State of Indiana, except for its conflict of laws
provisions. The parties agree that, in the event a lawsuit is filed hereunder, they
waive their right to a jury trial, agree to file any such lawsuit in an appropriate court
in Hamilton County, Indiana only, and agree that such court is the appropriate venue
for and has jurisdiction over same.
3
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14. Relationship of Parties. The relationship of the parties hereto shall be as provided
for in this Agreement, and neither Grantee nor any of its compensated officers,
employees, contractors, subcontractors and/ or agents are employees of City. The
Grant amount set forth herein shall be the full and maximum compensation and
monies required of City to be paid to Grantee under or pursuant to his Agreement.
15. Severability. If any term of this Agreement is invalid or unenforceable under any
statute, regulation, ordinance, executive order or other rule of law, such term shall be
deemed reformed or deleted, but only to the extent necessary to comply with same,
and the remaining provision of this Agreement shall remain in full force and effect.
16. Entire Agreement. This Agreement, together with any exhibits attached hereto or
referenced herein, constitutes the entire agreement between Grantee and City with
respect to the subject matter hereof, and supersedes all prior oral or written
representations and agreements regarding same. Notwithstanding any other term or
condition set forth herein, but subject to paragraph 15 hereof, to the extent any term
or condition contained in any exhibit attached to this Agreement or in any document
referenced herein conflicts with any term or condition contained in this Agreement,
the term or condition contained in this Agreement shall govern and prevail. This
Agreement may only be modified by written amendment executed by both parties
hereto, or their successors in interest.
IN WITNESS WHEROF, the parties hereto have made and executed this Agreement as follows:
By: ] Q,; j, y', IJ ( Signature)
PrinteddNNa'" ri7f` ofOfficer: -' f'e-,!! p-C,+'l,l z Title: Emtuh1P- 1)AC.% W
Date: 1 1'% 0--azb
CITY OF
EL
CAR MELA(M`
Grrantor")
By: 4 `"
James Brainard, Mayor
Date: 1- 13- 2021
ATTEST:
k, 1kft,kP1k42U Date:
1- 13- 2021 If
you have any question concerning the City of Carmel's2021Arts Grant Program ;rant writing, guidelines or application materials, contact: Sharon
Kibbe, City of Carmel. One Civic Square. Carmel, IN 46032. Phone: 317- 571- 2483, skibbeWcannel in aov. El
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Exhibit " A"
An Application and Description of the Proposed Use of Grant Funds
APPLICANT:
Name of Organization: Carmel Education Foundation
Address: 515 E. Main Street, Ste. 124 Carmel IN 46032
Telephone: 317- 844- 9961 x2680
Contact Person: Jennifer Penix
Email: jpenixlaccs kl2.in us
APPLICATION AMOUNT: $ 4, 916. 00
DESCRIPTION OF THE PROPOSED USE OF GRANT FUNDS:
Music is an integral part of education and is an essential element of Carmel Clay School' s ( CCS)
curriculum. During elementary and middle school, every student participates in a music class
every year. Additionally, many kids join their elementary or middle school choirs, or choose to
participate in their elementary school' s ORFF Ensemble. For many of these kids, these programs
are the gateway to their participation in performing arts programs throughout Carmel. Music is
proven to stimulate brain development, increase human connection, and relieve stress in students,
all of which are more critical than ever as our youngest community members navigate numerous
alterations to their school experience as a result of the COVID- 19 global pandemic.
For the past 34 years, the Carmel Education Foundation ( CEF) has presented the CEF Musical
Showcase featuring choral and ORFF ensemble groups from Carmel Clay elementary and middle
schools. This event is an opportunity for students to perform for a city-wide audience at the Dale
E. Graham Auditorium at Carmel High School. Each year, anywhere between 750 and 1, 000
students participate, and the audience is comprised of parents, community members, and students.
The coordination of this free community event is extensive. CEF staff and board volunteers
coordinate with all 15 schools to create a performance schedule, develop communications
broadcast throughout the CCS and Carmel communities, engage high school students to serve as
emcees for the event, and assure that all guests have appropriate transportation via shuttles to and
from the auditorium.
Every year, this program has benefitted from sponsorhip whose funding is utilized to cover all
marketing and production costs. Additionally, sponsor funds have been allocated to each
participating music group ( typically between 13 & 18) for their directors to utilize for
purchasing/ replenishing music equipment for their classrooms, program materials, copyrights, and
teacher materials.
Our belief is that, more than ever, the show must go on! Though it will be in an entirely new
format this year due to the pandemic, CEF is committed to presenting the 351h Annual Musical
Showcase, a beloved tradition and something hundreds of students look forward to. The 2021
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CEF Musical Showcase will be streamed the week ofApril 12' and will feature recorded content
from each of the schools which will then be curated into a production, complete with student
emcees, and pertinent information about each of the music programs. A nice perk of this format
is that viewers can be near or far... abonus we believe will make many grandparents and extended
family members happy!
However, like many other non-profit organizations, CEF has had a nearly 70% drop in revenue
this year due to not being able to host our annual in -person events and fundraisers. Additionally,
many of our long- time sponsors have chosen to not sponsor any type of virtual event, which
includes the CEF Musical Showcase. Hence, in order to provide this experience for nearly 1, 000
Carmel kids, we are seeking alternative funding to cover our loss of revenue for CEF Showcase.
Furthermore, in order to create a quality recording for production, technical theatre experts have
helped us determine what equipment is necessary to make this transition. Funding from this grant
will be utilized to purchase sustainable, and multipurpose, equipment for each school. While it
will be initially used to record content for the CEF Musical Showcase, educators can use this
equipment for school -based performance, for music instruction, and for collaboration with other
schools- it really opens the door to an even broader, richer musical experience for ALL Carmel
Clay students. We sincerely thank you for your consideration of this grant and appreciate your
commitment to our kids and our performing arts community.
The grant funds will be used as follows:
Production Costs Carmel Arts Grant
Shure MV88+ Video Kit with Condenser Microphone
219 per kit, 14 schools ( 11 elementary, 3 middle) $ 3, 066. 00
Marketing materials for each school including design,
posters, outdoor banners/ signs, and digital content creation $ 1, 300. 00
Production team stipend — creation of full- length video including
graphics, credits, etc. $ 500. 00
Substitute pay for lead Music Director for content curation
2 days @ $75 per day $ 150. 00
TOTAL $ 4, 916. 00
By: - w
Printed ame of Officer: Jennifer Penix
Title: Executive Director
Date: 11. 20.2020
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Carmel Education Foundation
JPOSED Annual Operating Budget January 1- December 31
Approval anticipated December 2020
Income
Honor Roll
2020 Budget
6, 000. 00 4, 617. 00
Proposed
6, 500. 00
Telethon/ Annual Appeal 13, 000. 00 13, 000. 00
Showcase 3, 000. 00 3, 000. 00 5, 000. 00
G & G 50, 000. 00 13, 500. 00 50, 000.00
Donations 23, 000. 00 14, 103. 26 20, 000. 00
License Plates 1, 500. 00 1, 012. 00 1, 500. 00
Payroll Deductions 6, 000. 00 654. 00 1, 500. 00
Board Contributions 650. 00
Corporate Matching 5, 000. 00
WOWW 8, 500. 00
Sponsorship 30,000. 00 30, 000. 00
Salary
2020Bu
Proposed
87, 000. 00 67, 244. 00
Proposed
87, 000. 00
FICA 5, 000. 00 3, 800. 00 5, 000. 00
Insurance Allowance 12, 000. 00 10, 000. 00 6,000. 00
Mileage 1, 500.00
Payroll Processing Fee 1, 200. 00 1, 140. 00 1, 200. 00
Accounting 4, 100. 00 3, 500. 00 4, 100. 00
Office Expenses 1, 000. 00 628. 00 1, 000. 00
Telethon 100. 00 0 100. 00
Showcase 2, 900. 00 2, 900. 00 5, 000. 00
Technology Fees
SmarterSelect website
3, 500. 00 3, 500. 00 3, 500. 00
Community Involvment:
CIAF, Parade, Taste Chamber,
2, 500. 00 300. 00 500. 00
Dues/ Fees 350. 00 350. 00 350. 00
Board Expenses 1, 000. 00 788. 00 1, 000. 00
Insurance 1, 500. 00 1, 500. 00 1, 500. 00
Bank Fees 100. 00 100. 00
Misc 1, 000. 00 61. 68 1, 000. 00
G& G Run 16, 500. 00 2, 300. 00 15, 000. 00
Donor Database 4, 200. 00
Misc
Totals 141, 250. 00
370. 00
o 0i
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2: ertlflcele A4
5M- 9- 6J
ra
STATE OF INDIANA
DEPARTMENT OF STATE
CERTIFICATE OF INCORPORATION
SECRETARY of STATE
TO ALL TO WHOM THESE PRESENTS SHALL COME, GREETING:
WHEREAS, Articles of Incorporation, duly signed and acknowledged, showing no
Capital Stock, having been filed in the office of the Secretary of State on the..... At.h
day of..........MY.. ................... 19.._ Fs, for the organization of the .......................
CARIBL- CLAY EDUCATIONAL I' OUNDATION. INC.
under and in accordance with the provisions of "AN ACT" concerning domestic and foreign
corporations not for profit, providing for fees, providing penalties for the violation thereof,
and repealing certain laws." Approved March 7, 1935, as published at Page 557, Acts of
1935.
NOW THEREFORE, I, the Secretary of the State of Indiana, by virtue of the powers
and duties vested in me by law, do hereby certify that the said organization is a body politic
and corporate, authorized and empowered by the laws of the State of Indiana to proceed to
carry out the objects of its organization.
In Witness Whereof, I have hereunto set my
hand and affixed the seal of the State of Indiana,
at the City of Indianapolis, this .......... !8! b.day
MAY
By.........................
19..... 66 ..
Bw tm of 8hta
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Indiana Department of Revenue Check if:
NP- 20 Indiana Nonprofit Organization' s Annual Report
State Fonn 51062 For the Calendar Year or Fiscal Year
R10/ 6- 19) Beginning 01 / 01 / 2019 and Ending 12 / 31 / 2019
MAYDD/ YYSY M1IDf/ DD/ YYYY
Due on the ISth day of the Sth mouth following the end of the tea year.
NO FEE REQUIRED.
Change ofAddress
Amended Report
Final Report: Indicate
Date Closed
Name ofOrgm on Telephone Number
Carmel Clay Educational Foundation 317- 844- 9961
Address County
IuhanaTaxpayer Identification Number
515 E Main Street, # 124 29
City State Zip Code Federal Employer IdmtificationNumber
Carmel IN 46032 35-6066912
Printed Name of Person to Contact Contacts Telephone Number
Ann Bernard 317- 844- 9961
If you are filing a federal return, attach a completed copy ofForm 990, 990EZ, or 990PR
Note: If your organization has unrelated business income of more than $ 1, 000 as defined under Section 51 f the Internal Revenue Code, you
must also file Form IT-20NP.
Current 1. Have bylaws, Information any or changes other instruments not previously of similar reported importance? to the Department If yes, attach been a made detailed in yoOption
de Pts, e. ( g.) articles of incorporation,
2. Indicate number ofyearsyour organization has been in continuous existence.
3. Attach a schedule, listing the names, titles and addresses of your current office
4. Briefly describe the purpose or mission of your organization below.
The organization' s primary exempt purpose is to promote, sponsor and carryout educational, scientific, cultural and charitable
purposes through scholarships and grants to students and teachers in the carmel- clay community.
Email Address:
1 declare under thepenalties ofperjuty that 1 have ex return, including all attachments, and to the best ofmy knowledge and belief, it
is true, complete, and correct.
V
Treasurer
Signature of Officer or Trustee Title Date
Ann Bernard 317-844- 9961
Name of Person( s) to Contact Daytime Telephone Number
ortant: Please submit this completed form and/or extension to:
Indiana Department of Revenue, Tax Administration
P.O. Box 6481
Indianapolis, IN 46206- 6481
Telephone: ( 317) 232- 0129
Extensions of Time to File
The Department recognizes the Internal Revenue Service application for automatic extension of time to file, Form 8868. Please forward a copy of
your federal extension, identified with your Nonprofit Taxpayer Identification Number ( TID), to the Indiana Department of Revenue, Tax
Administration by the original due date to prevent cancellation of your sales tax exemption. Always indicate your Indiana Taxpayer Identification
number on your request for an extension of time to file.
Reports post marked within thirty (30) days after the federal extension due date, as requested on Federal Form 8868, will be considered as timely
filed. A copy of the federal extension must also be attached to the Indiana report. In the event that a federal extension is not needed, a taxpayer may
request in writing an Indiana extension of time to file from the: Indiana Department of Revenue, Tax Administration, P.O. Box 6481, Indianapolis,
IN 46206- 6481, ( 317) 232- 0129.
If Form NP- 20 or extension is not timely filed, the taxpayer will be notified by the Department pursuant to I.C. 6- 2.5- 5- 21( d), to file Form NP- 20. If
within sixty ( 60) days after receiving such notice the taxpayer does not file Form NP- 20, the taxpayer' s exemption from sales tax will be canceled.
Illlll lllll lllll IIIII IIIII Illll IIIII IIIII Illll lllll Illll IIII I' ll
25419111594
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APPROVED
FILED
ARTICLES OF INCORPORATION MAy 1 6 1966
of
CARMEL- CLAY EDUCATIONAL FOUNDATION, INC. MR11 aF S1a F OF p laNA
The undersigned, being three or more natural persons of lawful age, at least
a majority of whom are citizens of the United States, do hereby adopt the following
Articles of Incorporation, representing beforehand to the Secretary of the State
of Indiana and all persons whom it may concern, that a membership list or lists of
the above named corporation for which certificate of incorporation is hereby applied
for, have heretofore been opened in accordance with law and that at least three ( 3)
persons have signed such membership list.
Be it further remembered that the following Articles of Incorporation and all
matters heretofore done or hereafter to be done are in accordance with " An Act con-
cerning domestic and foreign corporations not for profit, providing for fees, pro-
viding penalties for the violation thereof, and repealing certain laws," approved
March 7, 1935, and all acts amendatory thereof and supplemental thereto.
INC.
1. The name of this corporation shall be CARMEL- CLAY EDUCATIONAL FOUNDATION,
2. The purpose or purposes for which it is formed. are as follows:
The purposes of this foundation are to promote, sponsor and carry out edu-
cational, scientific, cultural and charitable purposes such as but not limited'.to
scholorships and allied. objectives; to receive and maintain a fund or funds or real
or personal property; or both, and, subject to the restrictions and limitations
hereinafter. set . forth, to use and apply the whole or any part of the income there- from
and the principal part thereof exclusively for the purposes definedherein by making grants
or loans, or both, to accredited schools in the Carmel - Clay community, to funds
administered by them or for their benefit, to individuals engaged. instudyorteaching,
or. both, by making grants or loans to students or teachers attending accredited schools,
universities and colleges, and to other civic and community edu- cational and
cultural pursuits, provided, however, that no part of such income or such principal
shall be contributed to, or for the benefit of, any organization whose earnings,
or any part thereof, inure to the benefit of any private shareholder or individual,
or any activity, propoganda, or other attempt to influence legisla— tion. As
a
means of accomplishing the foregoing purposes, the corporation shall have the
following powers: itmay receive, hold, own, manage, use, purchase, mort- gage, pledge
and dispose of property of all kinds, real, personal and intangible, whether held
absolutely or in trust, or by way of agency or otherwise, so long as such conditions
and restrictions are not contrary to the purposes of this corpora- tion.
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b-
3. The period during which it is to continue as a corporation is perpetual.
4. The post office address of its principal office is 10139 North College
Avenue, Indianapolis, Hamilton County, Indiana.
5. The name of its resident agent is Philip R. Correll.
6. The post office address of its resident agent is 600 Bankers Trust
Building, Indianapolis, Marion County, Indiana.
7. If the memberships are to be divided into classes the designations of the
different classes, and a statement of the relative rights, preferences, limitations
and restrictions of each class, together with a statement as to the voting rights
of any such class:
SECTION i.. CLASSES. The membership of the Foundation shall be composed of
such persons who have paid such amounts as the Board of Directors may require from
time to time by way of annual dues to obtain and retain membership. The initial
classes of membership are as follows:
Regular membership - voting
Junior membership - non -voting, under 18 or still in high school
Life membership - voting
Sustaining membership - voting
SECTION 2. DUES. The initial dues of the memberhAip are as follows:
Regular - - $ 2. 00 annual
Junior- - - . 25 annual
Life- - - - 10. 00
Sustaining- 25. 00 and up
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c -
8. The number of directors of this corporation shall be not less than
fifteen ( 15) nor more than thirty ( 30).
9. The names and addresses of the first board of directors are as follows:
David V. Anderson 10356 Orchard Park Drive,
Philip R. Correll 111 Audubon Drive
Miss Minnie Doane 621 First Ave. NE
James D. Garretson RR1 Box 216
Weymouth Fogelberg 10204 N. New Jersey
Robert J. Irvin RR1 Box 601
H. Roll McLaughlin West 116th Str et
James Morris 1461.Y--+
Lumi ifte NF Rd
Da* i4- jahu" 4iL Brista Ra a
Mrs. LaVerne Kerchner
1114 1•
211 Belden Drive
John F. Klingensmith P. O. Box 444
William W. Pace RR1 Box 697
Tom Quellhorst 318 Hickory Drive
Forest M. Stoops 170 Carmel View
Mrs. Marilyn Thomas 80 Fourth Ave. SE
Raymond S. Thompson RR 2 Box 294A
V. V. Thornberry Box 308
John K. Thorne 10139 N. College Ave.
Frank J. Wemhoff 9 Woodland Circle
Indianapolis Hamilton Indiana
Carmel
Carmel
Noblesville
Indianapolis
Carmel
Carmel
Carmel
fndiaeapm# s
Carmel
Carmel
Carmel
Carmel
Carmel
Carmel
Carmel
Carmel
Indianapolis
Carmel
AT-MC- 1A MOMk( g l0618 TIMtCR LAA1$
CARMEL .. q
MAA. Ir TDH1V90A1 A). 116- 11L aTk: 67- r, i, It
OT-Fo Al. FRCA) 2F-i,,aL DITCH! ROAD I- '•
10. The names and post office addresses of the incorporators are as follows:
Philip R. Correll Ill Audubon Drive Carmel
Hamilton Indiana
Robert J. Irvin RR1 Box 601 Carmel Hamilton Indiana
John K. Thorne 10139 N. College Ave. Indianapolis Hamilton Indiana
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d
11. A statement of the property and an estimate of the value thereof, to
be taken over by this corporation at or upon its incorporation:
The sum of One Hundred Dollars ($ 100. 00) cash.
12. Any other provisions, consistent with the laws of this state, for the
regulation and conduct of the affairs of this corporation, and creating, defining,
limiting or regulating the powers of this corporation, of the directors or of
the members or any class or classes of members:
This corporation shall be governed by the laws of the State of Indiana and
its own By - Laws. By - Laws may be adopted by and amended by the Board of
Directors. A majority of the Board of Directors shall constitute a quorum at
any meeting of the Board of Directors; and if a majority of the Board of
Directors are present at any stated meeting, action may be taken by a majority
vote of those directors present. Directors may not vote by proxy. Meetings
of the Board of Directors shall be held upon call of the President or upon
call by any five ( 5) members of the Board of Directors. Unless waived seven
7) days notice shall be given of the time, place and purpose of any special
meeting of the Board of Directors. The Board of Directors shall meet to
organize immediately following the approval of the Articles of Incorporation and
shall elect a President, Vice President, Secretary and Treasurer. The Board
of Directors shall thereupon adopt By -Laws for the governing of the affairs
of the corporation. Thereafter, the Board of Directors shall meet at least
annually at or within five ( 5) days of the annual election of directors.
In the event the directors and members of this corporation decide they
are going to dissolve, then in such event, all of the assets of the corporation,
over and above those needed to pay off any debts and liabilities of the
corporation, shall be distributed to corporations or organizations which
are exempt ( except any corporation organized and operated for testing public
safety), provided the distributees have purposes similar to those for which
this corporation is founded. After the property has been substantially
disposed of in such manner, the corporation shall then take such legal
steps as may be necessary to dissolve and after the dissolution has been
accomplished, any money or property remaining shall escheat to the State of.
Indiana.
DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F
e-
A minimum o;k/ three ohe incorporators designated in Article
10 on page - c - sho' d sign above.
STATE OF INDIANA )
SS:
COUNTY OF HAMILTON )
Before me, a Notary Public in and
for said County and015tate, personally appeared --
PHILIP R. CORRELL
ROBERT J. IRVIN
JOHN K. THORNE
and severally acknowledged the execution
of the foregoing articles of incorporation.
WITNESS my hand and notarial seal this
n. L day of May, 1966.
7 ' ( signature)
S E A L)
JAfhNS l4. MUf21 IS
printed)
Notary Public
My commission expires:
DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F
CA IRS nQ Intern] ncparunent Revenue of the Treasnry Service
exhi bif A
In reply refer to: 0752858409
ATLANTA GA 39901- 0001 Nov. 30, 2018 LTR 4168C 0
35- 6066912 000000 00
00028750
BODC: TE
CARMEL- CLAY EDUCATIONAL FOUNDATION
INC
CARMEL EDUCATION FOUNDATION
CARMEL CLAY SCHOOLS
5201 E MAIN ST
CARMEL IN 46033- 9822
010391
Employer ID number: 35- 6066912
Form 990 required: YES
Dear CARMEL- CLAY EDUCATIONAL FOUNDA:
We' re responding to your request dated Nov. 20, 2018, about your
tax- exempt status.
We issued you a determination letter in AUGUST 1967, recognizing
You as tax- exempt under Internal Revenue Code ( IRC) Section 501( c)
03).
We also show you' re not a private foundation as defined under IRC
Section 509( a) because you' re described in IRC Section 509( a)( 2).
Donors can deduct contributions they make to you as provided in IRC
Section 170. You' re also qualified to receive tax deductible bequests,
legacies, devises, transfers, or gifts under IRC Sections 2055, 2106,
and 2522.
In the heading of this letter, we indicated whether you must file an
annual information return. If you' re required to file a return, you
must file one of the following by the 15th day of the 5th month after
the end of your annual accounting period:
Form 990, Return of Organization Exempt From Income Tax
Form 990EZ, Short Form Return of Organization Exempt From Income
Tax
Form 990- N, Electronic Notice ( e- Postcard) for Tax - Exempt
Organizations Not Required to File Form 990 or Form 990- EZ
Form 990- PF, Return of Private Foundation or Section 4947( a)( 1)
Trust Treated as Private Foundation
According to IRC Section 6033( i), if you don' t file a required annual
information return or notice for 3 consecutive years, we' ll revoke
Your tax- exempt status on the due date of the 3rd required return or
notice.
You can get IRS forms or publications you need from our website at
www. irs. gov/ forms- pubs or by calling 800- TAX- FORM ( 800- 829- 3676).
If you have questions, call 877- 829- 5500 between 8 a. m. and 5 p. m.,
local time. Monday throuoh Fridav ( Alaska and Hawaii follnw Pacific
DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F
y 1( Y111 I n C Infernal Department Revenue of 11w I' Service reasmv
010391
ATLANTA GA 39901- 0001
010391. 108447. 308010. 30242 1 An 0. 408 530
hiP11111dIn 11h1111rg4P11i1v1w14 41ng11 111d11 1
CARMEL- CLAY EDUCATIONAL FOUNDATION
INC
CARMEL EDUCATION FOUNDATION
X CARMEL CLAY SCHOOLS
5201 E MAIN ST
CARMEL IN 46033- 9822
CUT OUT AND RETURN THE VOUCHER IMMEDIATELY BELOW IF YOU ONLY HAVE AN INQUIRY.
DO NOT USE IF YOU ARE MAKING A PAYMENT.
CUT OUT AND RETURN THE VOUCHER AT THE BOTTOM OF THIS PAGE IF YOU ARE MAKING A PAYMENT,
EVEN IF YOU ALSO HAVE AN INQUIRY.
IRS address must appear in the window
0752858409
BODCD- TE
INTERNAL REVENUE SERVICE
ATLANTA GA 39901- 0001
11, 1111111, 11611111111111111111111111111111111u111
Use for inquiries only
Letter Number: LTR4168C
Letter Date 2018- 11- 30
Tax Period 000000
I Ilal III IBIIUJII I li l ll III
356066912*
CARMEL- CLAY EDUCATIONAL FOUNDATION
INC
CARMEL EDUCATION FOUNDATION
CARMEL CLAY SCHOOLS
5201 E MAIN ST
CARMEL IN 46033- 9822
35LO66912 XN CARM 00 2 000000 670 00000000000
IRS address must appear in the window.
0752858409
BODCD- TE
INTERNAL REVENUE SERVICE
KANSAS CITY MO 64999- 0204
1111 11116611111111111 111111111111 111111111 1 111144111
Use for payments
Letter Number: LTR4168C
Letter Date 2018- 11- 30
Tax Period 000000
356066912*
CARMEL- CLAY EDUCATIONAL FOUNDATION
INC
CARMEL EDUCATION FOUNDATION
CARMEL CLAY SCHOOLS
5201 E MAIN ST
CARMEL IN 46033- 982Z
356066912 XN CARM 00 2 000000 670 00000000000
DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F
STATE OF INDIANA
SS:
COUNTY OF HAMILTON
of
AFFIDAVIT
an authorized representative
being first duly sworn upon
my oath, state that pursuant to paragraph 2 of the City of Carmel Arts Grant Program Agreement,
all income of Grantee, including a City of Carmel arts grant, if applicable, revenue of sales,
and/ or ticket revenue, etc., in calendar year ending 2019 totaled $ I v n DOD
if
Signature11
Printed Name • Q/ i l%[ U
Subscribed and sworn to before me, the undersigned Notary Public, this 20f day of
2020.
SEAL]
qFw- w--- W
ANOV" SvA
Sale Sea of ,ra p
ire<' r ' d 2d2
Signature - Notary Publi
Printed Name pl (,! ye Z,tj -< 4Cz4 AJO- f<
Resident of Hc.. -tip i a-, County, Indiana
My Commission Expires: ZG
DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F
C-AhU,lit &
Carmel Clay Educational Foundation
BALANCE SHEET
As of October 31, 2020
TOTAL
1000 Temporarily Restricted Cash/ Inv
1009 NBI- Pass Through SCHOLARSHIPS 1, 915. 79
1009. 01 Carmel Baseball Backers 0. 00
1009. 02 CHS Choral Dept 1, 500. 00
1009. 03 Carmel Ftbl Alum- Legacy( nonCEF) 1, 500. 28
1009. 04 Golden Opportunities 0.00
1009. 05 Carmel Girls Volleyball 0.00
1009.06 Carmel Dads Club-Legacy(nonCEF) 1, 500.00
1009. 07 DeWayne Akin/ Woodbrook 610.00
1009. 08 DECA Scholarship 750.00
1009. 09 Dan Nelson Wrestling 0. 00
1009.10 Ice Hounds Hockey Club 0. 00
1009. 11 Lisa Evans/ Ghosts & Goblins 500. 00
1009. 12 Mohawk Trails 500.00
1009. 13 PTO Scholarship 2. 14
1009. 14 Tub McDonald 50. 00
1009. 15 Haehner- Legacy ( nonCEF) 6, 720.95
1009. 16 Chuck Koeppen Cross Cntry-Girls 1, 000.00
1009. 17 Coach Koeppen Cross Cntry- Boys 1, 000.00
1009. 18 Legacy Fund Scholarships 179.38
1009. 19 Sapper Cross Country 0. 00
1009. 20 Carmel Boys Basketball Spirit 0.00
1009. 21 Allegion 0.00
1009. 22 Scientech Ed Foundation 0. 00
1009. 23 Charlie Scott 0. 00
1009. 24 Carmel Ftbl Alum 833.00
1009. 25 Pup Running 10, 000.00
1009. 26 Carmel Track and Field Parent 3, 000.00
1009. 27 Brett Finbloom 0.00
1009. 28 Beverly Platt 0. 00
1009.29 Class of 1998 Scholarship 2,200.00
1009. 30 Dawn Matters 415.00
1009.31 Kopnisky Family Scholarship 4,000.00
1009.32 Tripp Zanetis Scholarship 19,650. 00
1009. 33 SWISH 0. 00
1009. 34 DeWayne Akin Soccer Scholarship 2,000. 00
1009.35 Schleich Family Scholarship 0. 00
1009. 36 Danqulsf/ McDonald Scholarship 650.00
1009.37 Carmel Elementary Scholarship 0.00
1009. 38 CHS Lacrosse Scholarship 0. 00
1009.39 Audio Chuck Podcasting Schlshp 25, 000. 00
Cash Basis Monday, November 9, 2020 03: 14 PM GMT-05:00 214
DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F
Carmel Clay Educational Foundation
BALANCE SHEET
As of October 31. 2020
TOTAL
Total 1009 NBI- Pass Through SCHOLARSHIPS 82,810.54
1011 NBI - Pass Through GRANTS 18, 106. 38
1011. 02 Allegion 0. 00
1011. 03 Reese 0. 00
1011. 04 Andrew Lee 0. 00
1011. 05 Endowed Grant-5% 11, 000. 00
1011. 06 Other Grants 252. 34
1011. 07 Maxine Winner 50. 00
1011. 08 Barbara Story 0. 00
1011. 09 No Shave 0. 00
1011. 10 City Council Grant 10, 000. 00
1011. 11 Doris Cavanaugh 1, 320. 00
1011. 12 Carolyn Hopp 1, 810. 00
Total 1011 NBI - Pass Through GRANTS 6,325.96
1013 NBI - Scholarship HOLDING 1, 012.64
1013.04 Nancy Pulley Scholarship 10, 082. 49
1013.05 Stephen Backer Scholarship 499. 40
1013. 07 Dr. R. Hartman Scholarship 0. 00
1013. 09 Matthew T Fabbro 505. 00
1013. 11 Cherry Tree Patriot 0. 00
1013. 12 Steve Norris 0. 00
1013. 13 Scott Gregg WHJE Scholarship 6, 250. 00
1013. 15 Deb Davis Creekside Scholarship 0. 00
1013. 16 Nicholas Wolfe 97. 72
1013. 17 George Cornelius 0. 00
1013. 18 Gregg Ferrin 100. 00
1013. 19 Jon Teuscher- College Wood 0. 00
1013. 20 Jon Teuscher-Weaver 1, 060. 00
Total 1013 NBI - Scholarship HOLDING 16, 683. 27
Total 1000 Temporarily Restricted CashAnv 105,719.77
Total Bank Accounts 2,167,601. 43
Accounts Receivable
1110 Accounts receivables 0. 00
Total Accounts Receivable 0.00
Other Current Assets
1299 Undeposited Funds 0. 00
Total Other Current Assets 0.00
Total Current Assets 2, 167, 601. 43
TOTAL ASSETS 2, 167, 601. 43
Cash Basis Monday, November 9, 2020 03:14 PM GMT- 05:00 3/4
DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F
Carmel Clay Educational Foundation
BALANCE SHEET
As of October 31. 2020
TOTAL
LIABILITIES AND EQUITY
Liabilities
Current Liabilities
Accounts Payable
2010 Accounts payable 0. 00
Total Accounts Payable 0. 00
Credit Cards
2012 UFB Credit Card 748. 09
Total Credit Cards 748. 09
Other Current Liabilities
2011 Credit card payable 0. 00
2170 Pass Through Scholarships
217010 Carmel Football Alumni 0. 00
Total 2170 Pass Through Scholarships 0.00
Total Other Current Liabilities 0.00
Total Current Liabilities 748.09
Long -Term Liabilities
9100 SBA Loan 25, 000. 00
Total Long -Term Uabilitles 25, 000. 00
Total Liabilities 25, 748,09
Equity
3001 Opening Sal Equity 0.00
3010 Retained Earnings 2, 240, 283. 31
Net Income 98, 429. 97
Total Equity 2,141, 853.34
TOTAL LIABILITIES AND EQUITY 2,167, 601. 43
Cash Basis Monday, November 9, 2020 03: 14 PM GMT- 05: 00 414
DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F
Ejxlubw -E
Carmel Clay Educational Foundation
PROFIT AND LOSS
January - October, 2020
Income
4000 Contributed Support
4101 Donations
410101 Honor Roll
410102 Board Contributions
410104 Individual Donations
410105 Licenses Plates
410106 Annual Campaign
410107 United Way
410108 Payroll Deductions
410109 Pass Through Scholarship
410195 Nancy Pulley
410211 Nicholas Wolfe
410220 410220-Carolyn Hopp
410221 410221- Tripp Zanetis
410223 DanquistfMcDonald Scholarship
410224 Pup Running Inc
410225 CHS Lacrosse Scholarship
410226 Audio Chuck Podoasting Schlshp
410300 CEF Scholarship Donations
Total 410109 Pass Through Scholarship
Total4101 Donations
4201 Corporate Contributions
420101 Corporate Matching Gifts
420102 Ghosts and Goblins Sponsorship
420105 Corporate Cont. Payroll Deduct
420106 Amazon Smile
Total 4201 Corporate Contributions
4301 Grants
420002 Teacher Grants
Total 4301 Grants
4401 Fundraising Income
440101 Ghosts and Goblins Registration
440102 Telethon
440103 Showcase
440108 Ghosts and Goblins Shirt Sales
Total 4401 Fundraising Income
4500 Pass Through Scholarship Income
Total 4000 Contributed Support
TOTAL
9, 920. 87
4, 617. 75
105. 00
6, 460. 06
1, 725. 00
535. 00
257. 85
536. 00
6, 750. 00
500. 00
169. 80
200. 00
6, 250. 00
1, 450.00
6, 000. 00
1, 000. 00
Carmel Clay Educational Foundation
PROFIT AND LOSS
January - October, 2020
5 Investment Income
5320 Dividends
5330 Interest
5340 Realized Gains/ Losses
5350 Unrealized Gains/ Losses
Total 5 Investment Income
5500 PPP/ EIDL PROCEEDS
Uncategorized Income
Total Income
GROSS PROFIT
Expenses
6999 Uncategorized Expenses
7000 Grant & contract expense
7050 Education Grants Miscellaneous
Total 7000 Gram & contract expense
8600 Operating Expenses
8601 Bank charges
8602 Credit card fees
8603 Paypal fees
8606 First Merchants Management Fee
8607 Benevity Community Impact Fees
8608 Ogiv Fees
8610 Accounting Expense
8611 Board Expenses
861101 Committee Expenses
Total 8611 Board Menses
8626 Executive Director
862601 Compensation
862603 Payroll taxes
Total 8626 ExecuWe Director
8627 Administrative Support
862701 Compensation
862703 Payroll Taxes
Total 8627 Administrative Support
8635 Gifts
8645Insurance
8652 Office Expense
8655 Payroll Processing Fees
8660 Miscellaneous
8665 Advertising
TOTAL
6,339.37
205. 91
3, 456.78
1, 494.69
8,507.37
13, 200. 00
0. 01
132, 325. 69
132, 325. 69
8IP7
33, 135. 00
38, 135. 00
18. 01
5. 40
52. 32
3, 147. 52
Carmel Clay Educational Foundation
PROFIT AND LOSS
January - October, 2020
8670 Postage and Delivery
8677 Printing
8678 Community Involvement - Events
8690 Website
Total 8600 Operating Expenses
8609 QR Code Fees
8612 QuickBooks Online
8695 Advertising/Promotional
8700 Scholarships/ Memorials
8703 Scholarships -Legacy Fund
8704 Scholarship Awards -Non Legacy
8705 Pass Through Scholarships
8706 Teacher of the Year Honorarium
Total 8700 Scholarships/ Memorials
TOTAL
805. 09
200. 00
559. 24
85, 055.53
190. 60
167. 75
205. 00
300. 00
70, 495. 00
2, 970.00
29, 293. 04
500. 00
103, 558.04
8800 Fund Raising Expense 648. 20
8801 Ghosts & Goblin 5K/ 2K 1, 862. 02
8808 Donor Database 2, 746. 20
8809 Showcase 2, 837. 32
8812 Texting service fee 350. 00
Total 8800 Fund Raising Expense 8,443. 74
Total Expenses 230, 755. 66
NET OPERATING INCOME 98,429. 97
NET INCOME 98,429.97
Cash Basis Monday, November 9, 2020 03: 15 PM GMT-05:00 313
DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F
Carmel Clay Educational Foundation
BALANCE SHEET
As of October 31, 2020
ASSETS
Current Assets
Bank Accounts
1 Unrestricted Cash/ Investments
1005 First Merchants - Daily Operating
1006 Cash- Paypal
1008 NBI Invested Operating
1033 First Merchants - Endowed Operat
1033. 01 Investment - Endowed Operating
1033.02 Unrecog. Gain or Loss
Total 1033 First Merchants - Endowed Operat
1034 First Merchants -- Endowed Grants
1034. 01 Investment -- Endowed Grant
1034.02 Unrecog. Gain or Loss
Total 1034 First Merchants —Endowed Grants
Total 1 Unrestricted CashAnvestments
100 Restricted Cash/ Investments
1850 Legacy Fund
Total 100 Restricted CashAnvestments
TOTAL
91, 957. 70
0. 00
96, 988. 65
0. 00
0. 00
0.00
435, 604. 36
115,349. 92
550,954.28
739, 900. 63
1, 321, 981. 03
1, 321, 981. 03
Cash Basis Monday, November 9, 2020 03: 14 PM GMT- 05: 00 114
DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F
C-xh1b
Form 990 Return of Organization Exempt From Income Tax
mm na. , aeawcr
Rev, January2020) Under section $ 01( a), 627, or 4947(a)( 1) of the Internal Revenue Code ( except private foundations)
2019
Departmentof the Tremauy Do not enter social security numbers on this form as it may be made public. Open to Public
internal Revenue service Go to www1trs gov1Form990 for instructions and the latest information. Inspection
A For the 2019 calendar year, or tax year beginning . 2019. and ending . 20
B Check' d applicable: IC Name of oroamnatiorCaritual Clay Educational Foundation D Employer identification number
Addresschange Doing business as 35- 6066912 Name change Number
and street ( or P.O. box if mail is not delivered to street address) Rcon/ suite E Telephone number Initial return 15
E Main Street 124 317 844- 9961 Final retumftemninated City
or town, state or province, country, and ZIP or foreign postal codeGGrossreceipts Amended return arniel
IN 46032 a 553 535 Application pending F
Name and address of principal oRcer His) istreagroupreumsasubokalnetasa U Yes2NoH(b) Areall
subordnates included? Ely. NoITax- exempt status:
6W c3 501( c) insertno.) El 4947 a 1or El 627 H" No," atlarh a ImL ( see instructions) JWebsite: No www1.ccs.
k12. in. oR homHe Groupexem tionnumber K oror anbation: ® Corporation Tust at
other L Yearoffomnation: 1966 1
M
State of legal domicile: IN Pail I Summary1Briefly describe
the organizabon' s
mission or most significant activities: The organizationrs primary exempt purpose is to promote, sponsor, and cmrry out
educational scientific cult; r and charitable purposes x throucth scholarships and grants to
students
and teachers in the 1-Claycoamunit . c02Check this box
if
the organization discontinued its operations or disposed of more than2fitjnet Asets. 03 Number of voting members
of the governing body (Part Vl, line la) ON • • • • 3 ..... . 16 eC 4 16 4 Number of
independent
of the governing body Part (VI, line 1b) 62M5Totalnumber ...... voting members
of individuals
employed in calendar year 2019 (Part V, line 2a) 6 ..327 ...a6 ...Total . number of
if Part necessary) VI .7a 11, ...... .....Total column unrelated (C)business line , revenue from 12 . 7a . 0 . 7b . . ......0 .... b Net unrelated volunteers ( estimate business
from Form 990-T, line 39 Pda .. Year .. .Current ...Year .140, ...642 ........ taxable income
119, 343 8Contributions
11, line th) 9 . . . . Program . . service . revenue ( . Part * . Vill, .......... and grants ( Part VI
line 2g) 0 • • iu • • 10 Investment income ( Part Vll1,
column ( A), lines3, 4, and 7 68, .359 ..122, 412 .53, ..708 ...... 56 877 11 Other
A), lines 5, 6d, 8c, 9c, c, a e) • 262, • .....709 ... 298, 632 12 Total revenue ( Part VIII, column (
through 11 must equal mn (A), line 12 13 Grants and similar amounts paid ( revenue - add lines 8
Part IX, column OWnj13) 131, ..931 ..134,....239 .....14 . Benefits paid to or for
members ( Part IX, ool n 4) 0 • • • • 59, • • 842 • 58, • • 474 • • • . 16 • Salaries,
IX, column (A)lines , 5- 10) . ffi16a • • 0 Professional fundraising fees ( Part other compensation, employeey8n rt
IX, e11e) e • b • • Total ......fundraisin ...expenses .g .. A
xpe (
Part IrraI7 25) line 29, 819 ul 17 Other expenses ( Part IX,
lin 11a- 11d, 111-24e) -46, .............. 118 35, 044 237, 891 227, 757 18 Total
equal Part IX, column (A)line , 25) 24,...818 ..70,... 875 19 Revenue expenses. Add lines 13-
18 from line 12 • pVBeginning • .of ..Current .Year ...End ..of ........ less expenses. Subtra Ine
Year620Total assets ( Part X,
line 16) . • 2,• • ......013 ...............824 ..... 2, 240, 283 a 21 Total liabilities ( Part X,
line 26) • ...0 ..........iLL ............... 22 Net assets or fund
balances. Subtract line 21 from line 20 .a ....2,. .013, .824 .2,.240, .....283 . Pan II I Signature Black Under
penalties of perjury, Ideclare
thatIhaveexamined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of
preparer ( other than officer) is based on all information of which prepassr has am knowledge. Ann Bernard 1 09-10-2020
Sign Signature of officer Dale Here
Ann Bernard, Treasurer Type a
print name and tide
LCARM E LTIONTION
2020 Carmel Education Foundation Board of Directors
Name Company/ Role
Abbi Achterberg Director of Development, Tindley Accelerated Schools
Tara Ascioti Community Volunteer
Dr. Michael Beresford Superintendent, Carmel Clay Schools
Ann Bernard Attorney, Liberty Mutual
Emily Ehrgott Teacher, Carmel Clay Schools
Kathy Holcomb Faculty, Indiana University
Andrea Marley Executive Director, Hamilton County Leadership Academy
Ryan Mooney Vice President, Fast Merchants Corporation
Peter Primason Sales Representative, Liberty Mutual
Tricia Reynolds Content Strategist, Genesys
Ramona Rice Supervisor of Leaming, Carmel Clay Schools
Steve Schilt Senior Regional Sales Manager, Sirtex Medical Limited
Dallas Shelby Nonprofit Branding & Management Consultant
Venkata Tadikonda Entrepreneur
Melissa Volz Smith Branch Manager, United Fidelity Bank
Marilin Martinez Walker Wealth Strategist, Charles Schwab
515 East Me In Street Suite 124, Carmel, Indiana 46032 ( 317) 844- 9961 x 2680 http,// w l. ccs. kl2. in. usMaundatlon
DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F
Prmt/Type preparers name Preparers signature
Date Check ff PTIN Paid Brad A
Mc6ah8 1 9-
10- 2020 self- employea P00569313 Preparer Firm' s name Precision Accounting
LLC Firm' s EIN Use OniY Fum' saddress PO Box
40216 Ph. no. Indianapolis IN 46240 317- 987- 7413
May the IRS discuss this returnwith
the preparershown above? see (instructions) . ® Yes No For Paperwork Reduction Act Notice, see the
separate Instructions. Form 990 (2019) EEA
DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F
1. 81
413. 13
1, 297. 50
1, 027. 15
148.67
1, 175. 72
58,301. 38
3,927.04
62,228.42
4,827. 33
369.31
5, 196. 64
158. 77
941. 60
450. 79
7,994.31
37.95
157.50
Cash Basis Monday, November 9, 2020 03: 15 PM GMT- 05:00 2/ 3
DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F
25, 000. 00
250. 00
47, 569.80
71, 727.33
1, 377. 54
125. 00
11, 362. 50
25. 08
200. 01
13,090. 13
2,000. 00
2,000.00
3, 496. 25
200. 00
1, 634. 60
970. 00
6,300. 85
17,500. 00
110, 618. 31
Cash Basis Monday, November 9, 2020 03: 15 PM GMT- 05: 00 113
DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F