THE EDUCATION FOUNDATION OF COLLIER COUNTY INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE EDUCATION FOUNDATION OF COLLIER COUNTY INC (EIN 65-0230582)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-02-07
- IRS object ID
- 202400389349300115
- Schema version
- 2022v5.0
- Note
- A later return for the same period supersedes this one.
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-07T07:58:21-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592840381 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILLIPS FELDMAN GROUP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 LAUREL OAK DRIVE SUITE 303 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 341082764 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650230582 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EDUCATION FOUNDATION OF COLLIER | BusinessNameLine1Txt |
| Business Name Line2 | COUNTY INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDUC | BusinessNameControlTxt |
| Phone | 2396434755 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3606 ENTERPRISE AVENUE 150 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA EVANS | PersonNm |
| Person Title | PRESIDENT/CFO | PersonTitleTxt |
| Phone | 2396434755 | PhoneNum |
| Signature | 2024-02-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARBARA | PersonFirstNm |
| Person Last | EVANS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NATHAN A PHILLIPS CPA | PreparerPersonNm |
| PTIN | P00189856 | PTIN |
| Phone | 2395661600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BARBARA EVANS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3606 ENTERPRISE AVE SUITE 150 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,203,468 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CHAMPIONSFORLEARNING.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE EDUCATION FOUNDATION OF COLLIER COUNTY IS AN INDEPENDENT NOT-FOR-PROFIT 501(C)(3) ORGANIZATION WHOSE PURPOSE IS TO CREATE LIFE-CHANGING LEARNING EXPERIENCES FOR EVERY STUDENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 39 | TotalEmployeeCnt |
| Total Volunteers | 478 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,084,420 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,800,007 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,639 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,637 | CYProgramServiceRevenueAmt |
| PY Investment Income | $73,973 | PYInvestmentIncomeAmt |
| CY Investment Income | $57,294 | CYInvestmentIncomeAmt |
| PY Other Revenue | $215,064 | PYOtherRevenueAmt |
| CY Other Revenue | $114,685 | CYOtherRevenueAmt |
| PY Total Revenue | $4,381,096 | PYTotalRevenueAmt |
| CY Total Revenue | $4,983,623 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $328,117 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,558,958 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,936,593 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,093,312 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $519,847 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,604,279 | PYOtherExpensesAmt |
| CY Other Expenses | $1,264,222 | CYOtherExpensesAmt |
| PY Total Expenses | $3,868,989 | PYTotalExpensesAmt |
| CY Total Expenses | $4,916,492 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $512,107 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $67,131 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,622,380 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,354,115 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $29,128 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,454 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,593,252 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,326,661 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FOUNDED IN 1990, THE EDUCATION FOUNDATION OF COLLIER COUNTY IS AN INDEPENDENT NOT-FOR-PROFIT 501(C)(3) ORGANIZATION WHOSE PURPOSE IS TO SERVE AS A CATALYST FOR EDUCATIONAL SUCCESS BY INVESTING IN COLLIER'S STUDENTS AND EDUCATORS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,627,263 | ExpenseAmt |
| Revenue | $1,652,928 | RevenueAmt |
| Desc | STUDENT PROGRAMS:STUDENT PROGRAMS ARE DIVIDED INTO TWO DISTINCT BUT COMPLEMENTARY SPHERES: 'COLLEGE AND CAREER ACCESS AND 'OCCUPATION-BASED LEARNING AND SKILL-BUILDING.' STUDENT PROGRAMS ARE DESIGNED TO EQUIP AND PREPARE STUDENTS FOR THEIR FUTURE LEARNING AND CAREER GOALS. STUDENT PROGRAMS EMPOWERS STUDENTS FROM HOUSEHOLDS WITH LOW- AND MID-INCOMES GAP WHO CANNOT AFFORD THE FULL COST OF POSTSECONDARY EDUCATION OR TECHNICAL TRAINING WITHOUT HELP, MANY OF WHOM ARE ON TRACK TO BE THE FIRST IN THEIR FAMILIES TO GRADUATE FROM HIGH SCHOOL, TO OVERCOME THE OBSTACLES TO HIGHER EDUCATION THAT THEY FACE. STUDENT PROGRAMS INTEGRATE CORE ELEMENTS OF HIGHLY EFFECTIVE COLLEGE AND CAREER ACCESS PROGRAMMING, INCLUDING LEADERSHIP AND PERSONAL DEVELOPMENT THROUGH BUILDING FOUNDATIONAL AND EMPLOYABILITY SKILLS, MENTORING, COACHING, SERVICE LEARNING, CAREER EXPLORATION, COLLEGE VISITS, COLLEGE ACCESS WORKSHOPS, AND FINANCIAL LITERACY WORKSHOPS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,980,765 | ExpenseAmt |
| Revenue | $1,980,765 | RevenueAmt |
| Desc | EDUCATOR PROGRAMS: EDUCATOR PROGRAMS ARE DESIGNED TO VALUE, EMPOWER, AND SUPPORT OUR EDUCATORS TO EXPERIENCE PROFESSIONAL SUCCESS. CLASSROOM GRANTS AND GOLDEN APPLE ARE OUR TWO EDUCATOR PROGRAMS THAT WORK WITH OVER 400 EDUCATORS IN TRADITIONAL PUBLIC, CHARTER, AND PRIVATE SCHOOLS IN COLLIER COUNTY. CLASSROOM GRANTS AIM TO PROVIDE FUNDING FOR SUPPLIES, CLASSROOM ITEMS, AND ENRICHMENT ACTIVITIES NOT INCLUDED IN THE SCHOOL'S BUDGET. GOLDEN APPLE IS A HIGHLY COMPETITIVE PROGRAM THAT IDENTIFIES THE BEST TEACHING PRACTICES, CELEBRATES THE PROFESSION, AND PROVIDES CONTINUED PROFESSIONAL DEVELOPMENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $575,685 | ExpenseAmt |
| Revenue | $584,765 | RevenueAmt |
| Desc | COMMUNITY ENGAGEMENT:ENGAGING AND ENERGIZING OUR COMMUNITY IS CRITICAL TO OUR MISSION TO SERVE AS A CATALYST FOR EDUCATIONAL SUCCESS BY INVESTING IN COLLIER'S STUDENTS AND EDUCATORS. CHAMPIONS FOR LEARNING IS THE BACKBONE ORGANIZATION FOR FUTURE READY COLLIER, A COLLECTIVE IMPACT INITIATIVE, OF MORE THAN 60 ORGANIZATIONS, DESIGNED TO BUILD AN EDUCATIONAL PIPELINE FOR COLLEGE, CAREER, AND LIFE READINESS. AS A VOLUNTEER DRIVEN ORGANIZATION, WE RELY ON MORE THAN 450 VOLUNTEERS TO SUPPORT STUDENT AND TEACHER SUCCESS, EQUALING TO MORE THAN 10,000 VOLUNTEER HOURS IN SUPPORT OF THE MISSION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | $1,558,958 | GrantAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Grant | $1,558,958 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $4,183,713 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 39 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBARA EVANS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2396434755 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3606 ENTERPRISE AVE 150 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34104 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| WILLIAM LUTZ | ||||||||
| BOARD CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DR BRUCE MOUSA | ||||||||
| IMMEDIATE PAST CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARTHA ROZMAN | ||||||||
| CHAIR ELECT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DENISE MURPHY | ||||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DR JESSE ROBERTS | ||||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CAROL WINDFELDT | ||||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROGER LIPITZ | ||||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GARY PERSONETTE | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DR DELLA BURT-BRADLEY | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHANIE LUCARELLI | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CHUCK CARLSEN | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JANET PERNA | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SERGE ECITYAN | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DR LESLIE RICCIARDELLI | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| YOLANDA FLORES | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH THOMAS | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| YADIRA VINTIMILLA | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE SHERWIN | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JACQUELINE RODRIGUEZ | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA EVANS | ||||||||
| CEO/PRESIDENT | 40.00 | Yes (X) | $51,544 | $0 | $0 | |||
| JESSICA MANCHETTE | ||||||||
| CHIEF PROGRAMS OFFICER | 40.00 | $122,920 | $0 | $0 | Yes (X) | |||
| SUSAN MCMANUS | ||||||||
| FORMER PRESIDENT | 40.00 | $178,755 | $0 | $0 | Yes (X) | |||
| JASON KUREK | ||||||||
| FORMER CHIEF PHILANTHROPY OFFICER | 40.00 | $103,484 | $0 | $0 | Yes (X) | |||
| SHARON SPARROW | ||||||||
| FORMER SENIOR VP MAJOR GIFTS | 40.00 | $127,885 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $584,588 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $442,670 | FundraisingAmt |
| Government Grants | $12,427 | GovernmentGrantsAmt |
| All Other Contributions | $4,344,910 | AllOtherContributionsAmt |
| Noncash Contributions | $393,913 | NoncashContributionsAmt |
| Total Contributions | $4,800,007 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $11,637 | TotalRevenueColumnAmt |
| Exclusion | $11,637 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,637 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,294 | TotalRevenueColumnAmt |
| Exclusion | $57,294 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $334,530 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $442,670 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $219,845 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $114,685 | TotalRevenueColumnAmt |
| Exclusion | $114,685 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,983,623 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $183,616 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,500 | TotalAmt |
| Program Services | $12,500 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,546,458 | TotalAmt |
| Program Services | $1,546,458 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,643 | TotalAmt |
| Program Services | $102,682 | ProgramServicesAmt |
| Management And General | $6,582 | ManagementAndGeneralAmt |
| Fundraising | $22,379 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,622,905 | TotalAmt |
| Program Services | $1,265,867 | ProgramServicesAmt |
| Management And General | $81,144 | ManagementAndGeneralAmt |
| Fundraising | $275,894 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,134 | TotalAmt |
| Program Services | $149,864 | ProgramServicesAmt |
| Management And General | $9,607 | ManagementAndGeneralAmt |
| Fundraising | $32,663 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,630 | TotalAmt |
| Program Services | $114,371 | ProgramServicesAmt |
| Management And General | $7,332 | ManagementAndGeneralAmt |
| Fundraising | $24,927 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,025 | TotalAmt |
| Management And General | $1,025 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $513 | TotalAmt |
| Management And General | $513 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,224 | TotalAmt |
| Management And General | $1,224 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| STUDENT PROGRAMS | $520,606 | $520,606 | |
| TEACHER AND EDUCATOR PR | $218,761 | $218,761 | |
| COMMUNITY ENGAGEMENT | $185,424 | $185,424 | |
| FUNDRAISING | $163,984 | $163,984 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,685 | TotalAmt |
| Program Services | $67,180 | ProgramServicesAmt |
| Management And General | $105,505 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,916,492 | TotalAmt |
| Program Services | $4,183,713 | ProgramServicesAmt |
| Management And General | $212,932 | ManagementAndGeneralAmt |
| Fundraising | $519,847 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,430,568 | BOYAmt |
| EOY | $2,407,492 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,535 | BOYAmt |
| EOY | $190,102 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,033 | BOYAmt |
| EOY | $24,504 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,591,742 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $602,159 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,017,901 | BOYAmt |
| EOY | $1,989,583 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,915,343 | BOYAmt |
| EOY | $4,742,434 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,622,380 | BOYAmt |
| EOY | $9,354,115 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,128 | BOYAmt |
| EOY | $27,454 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,128 | BOYAmt |
| EOY | $27,454 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,491,057 | BOYAmt |
| EOY | $3,968,077 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,102,195 | BOYAmt |
| EOY | $5,358,584 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,593,252 | BOYAmt |
| EOY | $9,326,661 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,622,380 | BOYAmt |
| EOY | $9,354,115 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $67,131 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$333,722 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,153,015 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,689,473 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,870,298 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,815,534 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,344,910 | CurrentTaxYearAmt |
| Total | $18,873,230 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $889,072 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $761,811 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $608,392 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $671,949 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $777,200 | CurrentTaxYearAmt |
| Total | $3,708,424 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,042,087 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,451,284 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,478,690 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,487,483 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,122,110 | CurrentTaxYearAmt |
| Total | $22,581,654 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $22,581,654 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $88,951 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,976 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,077 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,639 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,637 | CurrentTaxYearAmt |
| Total | $134,280 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $88,951 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,976 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,077 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,639 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,637 | CurrentTaxYearAmt |
| Total | $134,280 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,440 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,612 | CurrentTaxYearMinus3YearsAmt |
| Total | $18,052 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,135,478 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,483,872 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,485,767 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,495,122 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,133,747 | CurrentTaxYearAmt |
| Total | $22,733,986 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99330 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99010 | PublicSupportPY509Pct |
| Investment Income CY | 0.00590 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00890 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $958,608 | BeginningYearBalanceAmt |
| Contributions | $10,000 | ContributionsAmt |
| Investment Earnings Or Losses | $142,372 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,843 | OtherExpendituresAmt |
| Administrative Expenses | $10,250 | AdministrativeExpensesAmt |
| End Year Balance | $1,082,887 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,036,741 | BeginningYearBalanceAmt |
| Contributions | $36,415 | ContributionsAmt |
| Investment Earnings Or Losses | -$105,444 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $9,104 | AdministrativeExpensesAmt |
| End Year Balance | $958,608 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $803,963 | BeginningYearBalanceAmt |
| Contributions | $19,398 | ContributionsAmt |
| Investment Earnings Or Losses | $222,683 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $9,303 | AdministrativeExpensesAmt |
| End Year Balance | $1,036,741 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $687,160 | BeginningYearBalanceAmt |
| Contributions | $140,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$16,303 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $6,894 | AdministrativeExpensesAmt |
| End Year Balance | $803,963 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $585,856 | BeginningYearBalanceAmt |
| Contributions | $80,000 | ContributionsAmt |
| Investment Earnings Or Losses | $27,048 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $5,744 | AdministrativeExpensesAmt |
| End Year Balance | $687,160 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.27370 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.72630 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,100,189 | OtherCostOrOtherBasisAmt |
| Depreciation | $307,006 | DepreciationAmt |
| Book Value | $1,793,183 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $491,553 | OtherCostOrOtherBasisAmt |
| Depreciation | $295,153 | DepreciationAmt |
| Book Value | $196,400 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,989,583 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| PREPAID SCHOLARSHIPS | $3,659,547 |
| COMMUNITY FOUNDATION ENDOWMENT | $1,082,887 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,742,434 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,639,651 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$333,722 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$10,250 | OtherRevenueAmt |
| Revenue Not Reported | -$343,972 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,983,623 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,983,623 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,906,242 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,906,242 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $10,250 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $10,250 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,916,492 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT RESOURCES ACCUMULATED THROUGH DONATIONS THAT ARE SUBJECT TO THE RESTRICTION IN PERPETUITY THAT THE PRINCIPAL BE INVESTED. INVESTMENT INCOME MAY BE EITHER AN UNRESTRICTED OR TEMPORARILY RESTRICTED RESOURCE WHEN EARNED, DETERMINED ACCORDING TO THE GIFT INSTRUMENTS. AS OF JUNE 30, 2023 THE FOLLOWING NET ASSETS WERE DONOR RESTRICTED: ENDOWMENT - OPERATING: $655,826 ENDOWMENT - SCHOLARSHIPS: $130,750 GRANTS, SCHOLARSHIPS AND OTHER: $4,572,008 TOTAL DONOR RESTRICTED FUNDS $5,358,584 |
| PART X, LINE 2: | THE FOUNDATION HAS EVALUATED ITS TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT FEES |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT FEES |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | NIGHT OF CHAMPIONS | Event1Nm |
| Gross Receipts Event1 | $575,410 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $419,510 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $155,900 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $128,033 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLDEN APPLE | Event2Nm |
| Gross Receipts Event2 | $176,535 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $3,485 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $173,050 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $90,115 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $25,255 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $19,675 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $5,580 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,697 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $777,200 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $442,670 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $334,530 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $219,845 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $219,845 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $114,685 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| NORTH NAPLES CHURCH | ||||||||
| 6000 GOODLETTE ROAD N | NAPLES | FL | 34109 | 591383829 | $7,500 | $0 | FMV | EDUCATION SUPPORT |
| COLLIER COUNTY PUBLIC SCHOOLS - GOLDEN GATE ELEMENTARY | ||||||||
| 5775 OSCEOLA TRAIL | NAPLES | FL | 34109 | 596000055 | $5,000 | $0 | FMV | EDUCATION SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | TEACHER AND SCHOOL BASED GRANTS | GrantTypeTxt |
| Recipient | 351 | RecipientCnt |
| Cash Grant | $1,546,458 | CashGrantAmt |
| Valuation Method Used | BOOK | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EACH GRANT RECIPIENT IS REQUIRED TO SUBMIT AN OUTCOME REPORT AT THE END OF THE GRANT CYCLE. THIS REPORT DETAILS THE SPECIFIC RESULTS THAT ARE RELATED TO THE GRANT FUNDING. THE RECIPIENTS ARE ALSO REQUIRED TO SUBMIT RECEIPTS FOR ALL OF THE GRANT EXPENDITURES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSAN MCMANUS | ||||||||||||||
| FORMER PRESIDENT | $178,755 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $178,755 | $0 | $0 | $0 |
| SHARON SPARROW | ||||||||||||||
| FORMER SENIOR VP MAJOR GIFTS | $127,885 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $127,885 | $0 | $0 | $0 |
| JASON KUREK | ||||||||||||||
| FORMER CHIEF PHILANTHROPY OFFICER | $103,484 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $103,484 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | SUSAN MCMANUS, FORMER PRESIDENT, RECEIVED $98,077 IN SEVERANCE PAYMENTS THROUGH DECEMBER 31, 2022, PER THE EXECUTED SEPARATION AGREEMENT. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | ADVERTISING AND SERVICES | 3 | $179,477 | FAIR VALUE |
| Yes (X) | FOOD ITEMS | 1 | $36,996 | FAIR VALUE |
| Yes (X) | EQUIPMENT | 1 | $8,910 | FAIR VALUE |
| Yes (X) | EVENT ITEMS | 6 | $7,339 | FAIR VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE PREPARED 990 IS PROVIDED TO THE BOARD ELECTRONICALLY OR AT REGULARLY SCHEDULED BOARD MEETINGS FOR APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ANNUALLY AT A BOARD OF DIRECTORS MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION HAS AN APPROVED WHISTLEBLOWER POLICY IN PLACE. THE COMPENSATION/FINANCE COMMITTEE MEETS WITH THE PRESIDENT AND REVIEWS PERFORMANCE AND SALARY RECOMMENDATIONS FOR STAFF. THE BOARD APPROVES THE SALARY RECOMMENDATION FROM THE EXECUTIVE COMMITTEE FOR THE PRESIDENT. THE PRESIDENT'S SALARY IS REFLECTED IN THE ANNUAL BUDGET. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES THE FEDERAL FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE: WWW.CHAMPIONSFORLEARNING.ORG |