2024-05-08T12:40:17-05:00 2023-06-30 592840381 PHILLIPS FELDMAN GROUP 801 LAUREL OAK DRIVE SUITE 303 NAPLES FL 341082764 990 2022-07-01 650230582 THE EDUCATION FOUNDATION OF COLLIER COUNTY INC EDUC 2396434755 3606 ENTERPRISE AVENUE 150 NAPLES FL 34104 BARBARA EVANS PRESIDENT/CEO 2396434755 2024-05-08 1 BARBARA EVANS 999009999 0 NATHAN A PHILLIPS CPA P00189856 2395661600 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X BARBARA EVANS 3606 ENTERPRISE AVE SUITE 150 NAPLES FL 34104 5203468 0 X WWW.CHAMPIONSFORLEARNING.ORG X 1990 FL 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. 20 20 39 478 0 0 4084420 4800007 7639 11637 73973 57294 215064 114685 4381096 4983623 328117 1558958 0 0 1936593 2093312 0 0 519847 1604279 1264222 3868989 4916492 512107 67131 9622380 9354115 29128 27454 9593252 9326661 X 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. 0 0 1627263 1652928 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. 1980765 1980765 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. 575685 584765 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. 1558958 1558958 4183713 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 39 1 0 0 0 0 0 1 1 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X BARBARA EVANS 2396434755 3606 ENTERPRISE AVE 150 NAPLES FL 34104 X WILLIAM LUTZ BOARD CHAIR 5.00 X X 0 0 0 DR BRUCE MOUSA IMMEDIATE PAST CHAIR 5.00 X X 0 0 0 MARTHA ROZMAN CHAIR ELECT 5.00 X X 0 0 0 DENISE MURPHY VICE CHAIR 5.00 X X 0 0 0 DR JESSE ROBERTS VICE CHAIR 5.00 X X 0 0 0 CAROL WINDFELDT VICE CHAIR 5.00 X X 0 0 0 ROGER LIPITZ TREASURER 5.00 X X 0 0 0 GARY PERSONETTE DIRECTOR 5.00 X 0 0 0 DR DELLA BURT-BRADLEY DIRECTOR 5.00 X 0 0 0 STEPHANIE LUCARELLI DIRECTOR 5.00 X 0 0 0 CHUCK CARLSEN DIRECTOR 5.00 X 0 0 0 JANET PERNA DIRECTOR 5.00 X 0 0 0 SERGE ECITYAN DIRECTOR 5.00 X 0 0 0 DR LESLIE RICCIARDELLI DIRECTOR 5.00 X 0 0 0 YOLANDA FLORES DIRECTOR 5.00 X 0 0 0 KENNETH THOMAS DIRECTOR 5.00 X 0 0 0 YADIRA VINTIMILLA DIRECTOR 5.00 X 0 0 0 GEORGE SHERWIN DIRECTOR 5.00 X 0 0 0 JACQUELINE RODRIGUEZ DIRECTOR 5.00 X 0 0 0 BARBARA EVANS CEO/PRESIDENT 40.00 X 51544 0 5890 JESSICA MANCHETTE CHIEF PROGRAMS OFFICER 40.00 X 122920 0 12575 SUSAN MCMANUS FORMER PRESIDENT 40.00 X 178755 0 4906 JASON KUREK FORMER CHIEF PHILANTHROPY OFFICER 40.00 X 103484 0 6751 SHARON SPARROW FORMER SENIOR VP MAJOR GIFTS 40.00 X 127885 0 5125 584588 0 35247 4 1 1 0 0 442670 12427 4344910 393913 4800007 OTHER INCOME 900099 11637 11637 11637 57294 57294 334530 442670 219845 114685 114685 4983623 0 0 183616 12500 12500 1546458 1546458 131643 102682 6582 22379 1622905 1265867 81144 275894 192134 149864 9607 32663 146630 114371 7332 24927 1025 1025 513 513 1224 1224 STUDENT PROGRAMS 520606 520606 TEACHER AND EDUCATOR PR 218761 218761 COMMUNITY ENGAGEMENT 185424 185424 FUNDRAISING 163984 163984 172685 67180 105505 4916492 4183713 212932 519847 2430568 2407492 237535 190102 21033 24504 2591742 602159 2017901 1989583 4915343 4742434 9622380 9354115 29128 27454 29128 27454 X 3491057 3968077 6102195 5358584 9593252 9326661 9622380 9354115 67131 -333722 0 X 0 1 X 1 0 X 3153015 3689473 3870298 3815534 4344910 18873230 889072 761811 608392 671949 777200 3708424 4042087 4451284 4478690 4487483 5122110 22581654 0 0 0 22581654 88951 18976 7077 7639 11637 134280 88951 18976 7077 7639 11637 134280 4440 13612 18052 4135478 4483872 4485767 4495122 5133747 22733986 0.99330 0.99010 0.00590 0.00890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 958608 10000 142372 17843 10250 1082887 1036741 36415 -105444 9104 958608 803963 19398 222683 9303 1036741 687160 140000 -16303 6894 803963 585856 80000 27048 5744 687160 0.27370 0.72630 1 0 2100189 307006 1793183 491553 295153 196400 1989583 PREPAID SCHOLARSHIPS 3659547 COMMUNITY FOUNDATION ENDOWMENT 1082887 4742434 X 4639651 -333722 -10250 -343972 4983623 0 4983623 4906242 0 4906242 10250 10250 4916492 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 NIGHT OF CHAMPIONS 575410 419510 155900 128033 GOLDEN APPLE 176535 3485 173050 90115 1 25255 19675 5580 1697 777200 442670 334530 219845 219845 114685 1 NORTH NAPLES CHURCH 6000 GOODLETTE ROAD N NAPLES FL 34109 591383829 7500 0 FMV EDUCATION SUPPORT COLLIER COUNTY PUBLIC SCHOOLS - GOLDEN GATE ELEMENTARY 5775 OSCEOLA TRAIL NAPLES FL 34109 596000055 5000 0 FMV EDUCATION SUPPORT 2 0 TEACHER AND SCHOOL BASED GRANTS 351 1546458 BOOK PART I, LINE 2: 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. X 1 0 0 0 0 0 0 0 0 SUSAN MCMANUS FORMER PRESIDENT 178755 0 0 0 0 0 0 0 4906 0 183661 0 0 0 SHARON SPARROW FORMER SENIOR VP MAJOR GIFTS 127885 0 0 0 0 0 0 0 5125 0 133010 0 0 0 JASON KUREK FORMER CHIEF PHILANTHROPY OFFICER 103484 0 0 0 0 0 0 0 6751 0 110235 0 0 0 PART I, LINE 4A SUSAN MCMANUS, FORMER PRESIDENT, RECEIVED $98,077 IN SEVERANCE PAYMENTS THROUGH DECEMBER 31, 2022, PER THE EXECUTED SEPARATION AGREEMENT. X ADVERTISING AND SERVICES 3 179477 FAIR VALUE X FOOD ITEMS 1 36996 FAIR VALUE X EQUIPMENT 1 8910 FAIR VALUE X EVENT ITEMS 6 7339 FAIR VALUE 0 0 0 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 PART VII, SECTION A FORM 990 WAS AMENDED TO ADJUST THE ESTIMATED AMOUNT OF OTHER COMPENSATION FROM THE ORGANIZATION FOR INDIVIDUALS REPORTED ON PART VII, SECTION A.