Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions. Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
TETON VALLEY EDUCATION FOUNDATION
Employer identification number
54-2181870
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization?
................
11g(i)
(ii)
A family member of a person described in (i) above?
......................
11g(ii)
(iii)
A 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
11
Total support (Add lines 7 through 10).
12
Gross receipts from related activities, etc. (see instructions)
..................
12
13
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.................................................
Section C. Computation of Public Support Percentage
14
Public support percentage for 2013 (line 6, column (f) divided by line 11, column (f))
.........
14
15
Public support percentage for 2012 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2013.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
.......................
b
33 1/3% support test—2012.
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2013.
If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization
.....................................................
b
10%-facts-and-circumstances test—2012.
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
................................................
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions
.....................................................
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
53,870
54,517
82,668
66,470
79,665
337,190
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
7,876
7,876
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
53,870
54,517
82,668
66,470
87,541
345,066
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public support (Subtract line 7c from line 6.)
345,066
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
9
Amounts from line 6...
53,870
54,517
82,668
66,470
87,541
345,066
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
584
338
711
427
203
2,263
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
584
338
711
427
203
2,263
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
..
13
Total support. (Add lines 9, 10c, 11, and 12.)..
54,454
54,855
83,379
66,897
87,744
347,329
14
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public support percentage for 2013 (line 8, column (f) divided by line 13, column (f))
.........
15
99.350 %
16
Public support percentage from 2012 Schedule A, Part III, line 15
...............
16
98.980 %
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f))
......
17
1.000 %
18
Investment income percentage from 2012 Schedule A, Part III, line 17
.............
18
1.000 %
19a
33 1/3% support tests—2013.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
........
b
33 1/3% support tests—2012.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
.....
20
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information.
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2013
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
TETON VALLEY EDUCATION FOUNDATION
Employer identification number
54-2181870
Return Reference
Explanation
FORM 990-EZ, PART I, LINE 16
EXPENSES ADVERTISING AND PROMOTION 3,851 TRAVEL 112 INSURANCE 1,105 ACTIVITIES EXPENSE 688 DUES & SUBSCRIPTIONS 490 GIFT EXPENSE 386 PROGRAM EXPENSE 37,018 SCHOLARSHIPS 4,000 SUPPLIES 1,744 TEACHER GRANT EXPENSE 14,632 TOTAL 64,026
FORM 990-EZ, PART II, LINE 24
DUE FROM EMPLOYEE 0 22 TOTAL 0 22
FORM 990-EZ, PART II, LINE 26
CREDIT CARD PAYABLE 953 323
FORM 990-EZ, PART III
TETON VALLEY EDUCATION FOUNDATION ENHANCES THE EDUCATIONAL EXPERIENCE FOR STUDENTS AND INCREASES OPPORTUNITIES FOR EXCELLENCE IN PUBLIC SCHOOLS IN TETON COUNTY SCHOOL DISTRICT 401.
FORM 990-EZ, PART III, LINE 28
TETON VALLEY EDUCATION FOUNDATION OFFERS FUNDING THROUGH TEACHER GRANTS TO BENEFIT TETON SCHOOL DISTRICT 401. TEACHERS AND STAFF HAVE THE OPPORTUNITY TO SUBMIT A TEACHER GRANT APPLICATION THREE TIMES A YEAR FOR CONSIDERATION OF FUNDING TO SUPPORT NEW IDEAS, INITIATIVES AND CURRICULUM-ALIGNED PROJECTS THAT WOULD NOT BE MADE POSSIBLE DUE TO BUDGETARY CONSTRAINTS. IN THE CURRENT FISCAL YEAR, 27 TEACHERS AND PRINCIPALS RECEIVED SUCCESSFUL GRANT AWARDS WITH A POSITIVE IMPACT TO 1,400 STUDENTS. TEACHER GRANT AWARDS WERE VERY DIVERSE AND THE FUNDING HIGHLIGHTED: TECHNOLOGY IN THE CLASSROOMS, DEEPENED STEM CURRICULUM FOR THE TETON HIGH SCHOOL AND TETON MIDDLE SCHOOL, SUPPORTED FIELD TRIPS TO ENHANCE CLASSROOM LEARNING AND SUPPORTED SPECIAL EDUCATION CURRICULUM INITIATIVES.
FORM 990-EZ, PART III, LINE 29
ART REACH SUPPORTS A QUALIFIED ART TEACHER AND ART MATERIALS AND SUPPLIES FOR ALL TETON SCHOOL DISTRICT ELEMENTARY SCHOOL STUDENTS. THE PROGRAM IS IMPORTANT AS IT PROVIDES A COMPREHENSIVE AND QUALITY ART PROGRAM FOR EACH STUDENT. PRIOR TO ART REACH, OUR SCHOOLS DEPENDED ON PARENT VOLUNTEERS AND TEACHERS WITH THE INCLINATION TOWARDS ART. THIS PROGRAM ENSURES EACH STUDENT IS RECEIVING AN ART EDUCATION BASED ON NATIONAL STANDARDS. THE PROGRAM BENEFITED 750 TETON SCHOOL DISTRICT 401 ELEMENTARY STUDENTS, GRADES K-5.
FORM 990-EZ, PART III, LINE 30
THROUGH EXPEDITION: YELLOWSTONE TETON SCHOOL DISTRICT 5TH GRADE STUDENTS EXPERIENCE A RANGER-LED 5-DAY RESIDENTIAL PROGRAM. THE PROGRAM TEACHES STUDENTS ABOUT THE NATURAL AND CULTURAL HISTORY OF YELLOWSTONE NATIONAL PARK. STUDENTS LEARN THROUGH DIRECT EXPERIENCE ON HIKES, FIELD INVESTIGATIONS, LARGE AND SMALL GROUP DISCUSSIONS, CREATIVE DRAMA AND JOURNAL WRITING. THROUGH THE PROGRAM, STUDENTS ALSO LEARN ABOUT ISSUES AFFECTING THE ECOSYSTEM, AND LEARN TO BECOME A STEWARD IN THE PARK AND AT HOME. FOR MANY STUDENTS, THIS IS THEIR FIRST TRIP FROM HOME. STUDENTS ALSO GAIN VALUABLE SOCIAL SKILLS AND RESPONSIBILITY AS THEY WORK TOGETHER TAKING TURNS COOKING AND CLEANING. THE PROGRAM IMPACTS 140 5TH GRADE STUDENTS.
FORM 990-EZ, PART III, LINE 31
OTHER PROGRAMS INCLUDE: VOLUNTEERS IN PUBLIC SCHOOLS, THE "VOICE" MENTORSHIP PROGRAM, BACKPACKS FOR STUDENTS IN NEED, BASIC VISION SCREENING FOR ALL 1ST AND 3RD GRADE STUDENTS, AND POSTSECONDARY SCHOLARSHIPS.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.