2025-01-23T10:41:02-06:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 4501 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 341033548 990 2023-07-01 650230582 EDUCATION FOUNDATION OF COLLIER COUNTY INC EDUC 2396434755 3606 ENTERPRISE AVENUE 150 NAPLES FL 34104 BARBARA EVANS PRESIDENT & CEO 2396434755 2025-01-22 1 0 AMELIA COOPER P00437898 2392628686 2025-01-22 2023 2024-10-15 13:58:12Z BARBARA EVANS 3606 ENTERPRISE AVENUE 150 NAPLES FL 34104 3914456 0 X WWW.CHAMPIONSFORLEARNING.ORG X 1990 FL SERVE AS A CATALYST FOR EDUCATIONAL SUCCESS, CONTINUED ON SCHEDULE O BY INVESTING IN COLLIER'S STUDENTS AND EDUCATORS. 20 19 34 430 0 0 4800007 3155182 11637 596391 57294 78151 114685 -291279 4983623 3538445 1558958 747341 0 0 2093312 2354806 0 0 416824 1264222 1330838 4916492 4432985 67131 -894540 9354115 7087010 27454 141536 9326661 6945474 X NONE 0 0 1911326 596391 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 WHO CANNOT AFFORD THE FULL COST OF POST-SECONDARY 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/CAREER ACCESS AND CAREER/TECHNICAL EDUCATION PROGRAMMING, INCLUDING LEADERSHIP, CONTINUED ON SCHEDULE O AND PERSONAL DEVELOPMENT THROUGH BUILDING FOUNDATIONAL AND EMPLOYABILITY SKILLS, MENTORING, COACHING, SERVICE LEARNING, CAREER EXPLORATION, COLLEGE VISITS, COLLEGE ACCESS WORKSHOPS, AND FINANCIAL LITERACY WORKSHOPS. 1304174 747341 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 HIGH IMPACT TEACHING PRACTICES, CELEBRATES THE PROFESSION, AND PROVIDES CONTINUED PROFESSIONAL DEVELOPMENT FOR EDUCATORS. 615216 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 400 VOLUNTEERS TO SUPPORT STUDENT AND EDUCATOR SUCCESS, EQUALING TO MORE THAN 7,500 VOLUNTEER HOURS IN SUPPORT OF THE MISSION. 3830716 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 0 0 0 0 0 0 0 0 0 1 0 0 34 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X BARBARA EVANS 2396434755 3606 ENTERPRISE AVENUE SUITE 150 NAPLES FL 34108 CYNTHIA NELSON CHIEF DEVELOPMENT OFFICER 40.00 X 141963 0 13736 JESSICA MANCHETTE CHIEF PROGRAMS OFFICER 40.00 X 132647 0 14825 JASON KUREK FORMER CHIEF PHILANTHROPY OFFICER 40.00 X 110939 0 9345 STEPHANIE VIVIANO CHIEF FINANCIAL OFFICER 40.00 X 120370 0 12260 BARBARA EVANS CEO/PRESIDENT 40.00 X X 169035 0 16669 WILLIAM LUTZ CHAIR 5.00 X X 0 0 0 MARTHA ROZMAN CHAIR ELECT 5.00 X X 0 0 0 DR BRUCE MOUSA IMMEDIATE PAST CHAIR 5.00 X X 0 0 0 CAROL WINDFELDT VICE CHAIR 5.00 X X 0 0 0 DR JESSE ROBERTS VICE CHAIR 5.00 X X 0 0 0 STEPHANIE LUCARELLI VICE CHAIR 5.00 X X 0 0 0 DENISE MURPHY SECRETARY 5.00 X X 0 0 0 ROGER LIPITZ TREASURER 5.00 X X 0 0 0 CHUCK CARLSEN DIRECTOR 5.00 X 0 0 0 DELLA BURT-BRADLEY DIRECTOR 5.00 X 0 0 0 GARY PERSONETTE 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 JANET PERNA DIRECTOR 5.00 X 0 0 0 KEN THOMAS DIRECTOR 5.00 X 0 0 0 LESLIE RICCIARDELLI DIRECTOR 5.00 X 0 0 0 SERGE ECITYAN DIRECTOR 5.00 X 0 0 0 YADIRA VINTIMILLA DIRECTOR 5.00 X 0 0 0 YOLANDA FLORES DIRECTOR 5.00 X 0 0 0 674954 0 66835 5 1 1 0 0 844607 13540 2297035 13266 3155182 PROGRAM SERVICE FEES 611710 596391 596391 596391 78227 78227 76 -76 -76 -76 84656 844607 375935 -291279 -291279 3538445 596391 0 -213128 13490 13490 733851 733851 332622 279374 15133 38115 1627284 1366779 74036 186469 39069 32815 1778 4476 199961 167950 9098 22913 155870 130917 7092 17861 25110 25110 435069 412269 8322 14478 59353 41010 26 18317 59632 21267 3013 35352 97331 45436 19219 32676 131109 110277 5781 15051 24473 20148 3973 352 33328 28067 5261 104465 87867 4606 11992 45470 38245 2005 5220 GENERAL MATERIALS 275974 270530 5444 DUES AND SUBSCRIPTIONS 8760 6608 525 1627 LICENSING FEES 428 428 30336 23816 39 6481 4432985 3830716 185445 416824 2407492 2138999 190102 116933 24504 51839 2605029 706625 1989583 1898404 4742434 2880835 9354115 7087010 27454 141536 27454 141536 X 3968077 3979732 5358584 2965742 9326661 6945474 9354115 7087010 X -894540 8 -1486655 X 0 1 X 1 0 X 3689473 3870298 3815534 4800007 3155182 19330494 3689473 3870298 3815534 4800007 3155182 19330494 19330494 18976 7077 7639 57294 78227 169213 19499707 621640 0.99130 0.99080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1082887 5000 108139 43402 1152624 958608 10000 142372 17843 10250 1082887 1036741 36415 -105444 9104 958608 803963 19398 222683 9303 1036741 687160 140000 -16303 6894 803963 1.00000 0 0 2100189 363321 1736868 211957 159296 52661 292883 184008 108875 1898404 PREPAID SCHOLARSHIPS 1728211 ENDOWMENT 1152624 2880835 X 3635774 8 97321 97329 3538445 0 3538445 4530306 97321 97321 4432985 0 4432985 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). THE FOUNDATION IS A NONPROFIT FLORIDA CORPORATION AND IS NOT SUBJECT TO STATE INCOME TAXES. AS SUCH, ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 512(A)(1) OF THE IRC IS SUBJECT TO FEDERAL INCOME TAX. MANAGEMENT IS NOT AWARE OF ANY ACTIVITIES THAT COULD JEOPARDIZE THE FOUNDATION'S TAX-EXEMPT STATUS. 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. THE FOUNDATION'S FORM 990, RETURN OF FOUNDATION EXEMPT FROM INCOME TAX, FOR THE YEARS 2021, 2022, AND 2023 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS), GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. AS A RESULT OF THE APPLICATION, THE FOUNDATION WAS NOT REQUIRED TO RECOGNIZE A LIABILITY FOR UNRECOGNIZED TAX BENEFITS. NIGHT FOR CHAMPIONS 830338 745682 84656 180072 115140 GOLDEN APPLE 98925 98925 30901 49822 929263 844607 84656 210973 164962 375935 -291279 1 NORTH NAPLES CHURCH 591383829 7500 0 MUSIC EDUCATION SUPPORT COLLIER COUNTY PUBLIC SCHOOLS - GULF COAST HIGH SCHOOL 596000055 5990 0 SCHOOL AND CLASSROOM ENRICHMENT TEACHERS AND SCHOOL BASED GRANTS 466 733851 BOOK SCHOOL AND CLASSROOM ENRICHMENT 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 X X 0 0 0 0 0 0 0 0 0 CYNTHIA NELSON CHIEF DEVELOPMENT OFFICER 141963 0 0 0 0 0 5066 0 8670 0 155699 0 0 0 JASON KUREK FORMER CHIEF PHILANTHROPY OFFICER 110939 0 0 0 0 0 0 0 9345 0 120284 0 0 0 BARBARA EVANS CEO/PRESIDENT 169035 0 0 0 0 0 7140 0 9529 0 185704 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 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 & CEO. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. 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 FORM 990, PART XI, LINE 9: CHANGE IN VALUE SPLIT INTEREST AGREEMENT 69,737. RECALCULATION OF PREPAID SCHOLARSHIPS -1,556,392.