2025-05-14T08:18:40-05:00 2024-06-30 593186310 THOMAS HOWELL FERGUSON PA 2615 CENTENNIAL BLVD SUITE 200 TALLAHASSEE FL 32308 990 2023-07-01 593201445 LEADERSHIP FLORIDA STATEWIDE COMMUNITY FOUNDATION INC LEAD 8505211220 3500 FINANCIAL PLAZA 300 TALLAHASSEE FL 32312 REBEKKA WADE VP OF FINANCE & ADMINISTRATION 8505211220 2025-05-13 1 0 STACEY T KOLKA P01371120 8506688100 2023 2025-03-06 01:10:19Z WENDY SPENCER 3500 FINANCIAL PLAZA 300 TALLAHASSEE FL 32312 3147485 0 X WWW.LEADERSHIPFLORIDA.ORG X 1982 FL WE CONTINUALLY CONVENE A STATEWIDE COMMUNITY OF COMMITTED LEADERS TO ENHANCE AND RECHARGE THEIR LEADERSHIP SKILLS AND TO EDUCATE AND INSPIRE THEM TO WORK ACROSS THEIR STRENGTHS AND DIVERSITIES FOR A BETTER FLORIDA. WE ENGAGE FLORIDIANS BY PROVIDING MEANINGFUL FORUMS FOR SHARING ESSENTIAL INFORMATION AND VIEWPOINTS, AND WE CREATE OPPORTUNITIES FOR SHARED EXPERIENCES THAT ARE INVITING, INSPIRING AND OF LASTING VALUE. 21 21 16 125 2500 0 479179 1495159 1284747 1183660 81918 168635 925124 70624 2770968 2918078 0 0 0 0 1310602 1376781 0 0 59134 1595717 1531707 2906319 2908488 -135351 9590 5480313 5478790 1265509 1049200 4214804 4429590 X WE CONTINUALLY CONVENE A STATEWIDE COMMUNITY OF COMMITTED LEADERS TO ENHANCE AND RECHARGE THEIR LEADERSHIP SKILLS AND TO EDUCATE AND INSPIRE THEM TO WORK ACROSS THEIR STRENGTHS AND DIVERSITIES FOR A BETTER FLORIDA. WE ENGAGE FLORIDIANS BY PROVIDING MEANINGFUL FORUMS FOR SHARING ESSENTIAL INFORMATION AND VIEWPOINTS, AND WE CREATE OPPORTUNITIES FOR SHARED EXPERIENCES THAT ARE INVITING, INSPIRING AND OF LASTING VALUE. 0 0 457846 227023 OBJECTIVE: THE ANNUAL MEETING IS THE LARGEST EVENT FOR ALL LEADERSHIP FLORIDA GRADUATES, DRAWING A DIVERSE GROUP OF HUNDREDS OF LEADERS FROM ACROSS THE STATE FOR A MEETING DESIGNED TO PROVIDE NONPARTISAN EDUCATION ON KEY ISSUES FACING FLORIDA, INSPIRE DIALOGUE, AND KEEP OUR MEMBERSHIP ENGAGED. ACCOMPLISHMENTS: OVER 700 MEMBERS AND GUESTS ASSEMBLED IN CHARLOTTE HARBOR TO HEAR WORLD-CLASS SPEAKERS AND RECONNECT WITH THEIR FELLOW LEADERSHIP FLORIDA CLASSMATES AND MEMBERS. 563480 OBJECTIVE: TO PROVIDE INTENSIVE LEADERSHIP TRAINING AND NONPARTISAN INFORMATION ON CRITICAL ISSUES FACING FLORIDA. THIS OBJECTIVE IS OBTAINED BY THE CREATION OF THREE DIVERSE CLASSES (CORNERSTONE, CONNECT, AND EDUCATION.) CLASS PARTICIPANTS ENGAGE IN MULTI-MONTH CURRICULA WITH SESSIONS TAKING PLACE IN SEVERAL CITIES ACROSS THE STATE. ACCOMPLISHMENTS: OVER 55 INDIVIDUALS PARTICIPATED IN LEADERSHIP FLORIDA CORNERSTONE CLASS 41, OVER 45 PROFESSIONALS UNDER AGE 40 PARTICIPATED IN CONNECT CLASS 13, AND 44 EDUCATORS AND EDUCATION PROFESSIONALS PARTICIPATED IN EDUCATION CLASS 8. OBJECTIVE: TO CONTINUE TO ENGAGE GRADUATES OF LEADERSHIP FLORIDA PROGRAMS IN POST-CLASS ACTIVITIES, INCLUDING OUR ANNUAL MEETING, INSPIRING THEM TO REMAIN ACTIVE LEADERS FOR FLORIDA AND PROVIDING THEM WITH CONTINUING EDUCATION OPPORTUNITIES. ACCOMPLISHMENTS: OVER 1,600 GRADUATES OF LEADERSHIP FLORIDA PROGRAMS CONNECTED AND INTERACTED WITH ONE ANOTHER IN MEANINGFUL FORUMS AND ACTIVITIES IN NINE ACTIVE REGIONS ACROSS THE STATE, FURTHER EXPANDING THE IMPACT OF THE ORGANIZATION. 1639258 461281 1639258 461281 2097104 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 16 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X THE ORGANIZATION 8505211220 3500 FINANCIAL PLAZA 300 TALLAHASSEE FL 32312 AMY MANGAN CHAIR 2.00 X X 0 0 0 AUGUSTO SANABRIA SECRETARY/TREASURER 2.00 X X 0 0 0 AVA PARKER AT LARGE MEMBER 0.75 X 0 0 0 BEMETRA SIMMONS REGION CHAIR REPRESENTATIVE 0.75 X 0 0 0 BRANDON JOHNSON EDUCATION CLASS CO-CHAIR 0.75 X 0 0 0 CAPT KEITH HOSKINS USN RET AT-LARGE MEMBER 0.75 X 0 0 0 DAVID GORDLEY REGION CHAIR REPRESENTATIVE 0.75 X 0 0 0 DAVID NICHOLSON GENERAL COUNCIL (EX-OFFICIO) 0.75 X 0 0 0 FRED KARLINSKY DEVELOPMENT CHAIR 0.75 X 0 0 0 HARRIET MOORE EDUCATION CLASS PRESIDENT 0.75 X 0 0 0 JEFF BRANCH CONNECT CLASS PRESIDENT 0.75 X 0 0 0 JESSICA CLASBY CORNERSTONE CLASS PRESIDENT 0.75 X 0 0 0 JONATHAN SCHWARTZ CONNECT CLASS CHAIR 0.75 X 0 0 0 KAM PATTON PAST CHAIR 0.75 X X 0 0 0 KAREN ARNOLD CORNERSTONE CLASS CHAIR 0.75 X 0 0 0 KAREN MOORE FLORIDA CHAMBER REPRESENTATIVE 0.75 X 0 0 0 LAWRENCE LYMAN AUDIT CHAIR 0.75 X X 0 0 0 MADELINE PUMARIEGA GOVERNANCE CHAIR 0.75 X 0 0 0 MARK WILSON FLORIDA CHAMBER REPRESENTATIVE 0.75 X 0 0 0 MICHAEL WYNN AT LARGE MEMBER 0.75 X 0 0 0 RON CHRISTALDI CHAIR-ELECT 2.00 X 0 0 0 YVETTE ALEMAN REGION CHAIR REPRESENTATIVE 0.75 X 0 0 0 CHRISTINE LUCAS VP & CHIEF OF STAFF 37.50 X 119907 0 12467 WENDY SPENCER PRESIDENT & CEO 37.50 X 325011 0 51654 444918 0 64121 2 0 1 0 0 180000 1315159 25000 1495159 ANNUAL CLASS PROGRAM T 900099 563480 563480 CONF. REGISTRATION 900099 259493 259493 MEMBERSHIP DUES 900099 237370 237370 PROGRAM REVENUE 900099 123317 123317 1183660 138117 138117 259925 229407 30518 30518 30518 ONE TIME REVENUE 900099 68124 68124 ADVERTISING 900099 2500 2500 70624 2918078 1251784 2500 168635 500116 313268 165562 21286 631610 395635 209093 26882 174326 109196 57710 7420 70729 44304 23415 3010 9600 6422 3178 16200 10837 5363 83265 76594 6671 143016 88628 53852 536 38039 25463 12576 95896 64150 31746 136380 73064 63316 926795 830324 96471 43840 29327 14513 8650 5787 2863 OPERATING RECONCILIATIO 12464 8338 4126 EDUCATION 8311 7722 589 GIFTS & CONTRIBUTIONS 5144 5113 31 DUES & SUBSCRIPTIONS 4107 2932 1175 2908488 2097104 752250 59134 1163985 1545842 1038141 560783 1000049 1037676 48283 93726 211169 132666 110671 78503 1895905 2020745 223279 141515 5480313 5478790 475073 413346 645785 587099 144651 48755 1265509 1049200 X 2687627 2670333 1527177 1759257 4214804 4429590 5480313 5478790 9590 180196 25000 0 X 0 1 X 1 0 X 1597737 1103423 1686446 1349508 1495159 7232273 881540 414801 1865928 1284747 1183660 5630676 2479277 1518224 3552374 2634255 2678819 12862949 0 0 0 12862949 61716 56528 42120 100749 138117 399230 31875 7500 7500 2500 49375 93591 56528 49620 108249 140617 448605 47295 68124 115419 2572868 1574752 3601994 2789799 2887560 13426973 0.95800 0.96660 0.03340 0.02440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2561531 199256 4765 2756022 2306945 256780 2194 2561531 2675396 -364675 3776 2306945 2118160 1200 559148 3112 2675396 2093227 1200 24710 977 2118160 0.47422 0.51494 0.01085 0 0 211169 132666 78503 78503 LEASE LIABILITY 48755 48755 X 3123274 180196 25000 205196 2918078 0 2918078 2908488 0 2908488 0 2908488 PART V, LINE 4: THE ALUMNI ENDOWMENT INTEREST GENERATED IS USED TO SUPPORT THE MEMBER NETWORK (UNRESTRICTED). THE SCHOLARSHIP ENDOWMENT INTEREST GENERATED IS KEPT IN THE CLASS TUITION SCHOLARSHIP FUND (TEMP RESTRICTED). FROM THERE, IT IS USED TO OFFSET CLASS PROGRAM TUITION FOR THOSE WHO CANNOT AFFORD TO PAY LEADERSHIP FLORIDA. ENDOWMENT INTEREST GENERATED IS USED TO SUPPORT THE ANNUAL LEADERSHIP FLORIDA (UNRESTRICTED). PART X, LINE 2: THE FOUNDATION IS NO LONGER SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS FRO YEARS ENDED JUNE 30, 2020 AND PRIOR. X X X X 0 0 0 0 0 0 0 0 0 WENDY SPENCER PRESIDENT & CEO 265355 0 51606 0 8050 0 33932 0 17722 0 376665 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE COMPOSITION OF THE BOARD OF DIRECTORS IS OUTLINED IN ARTICLE V OF THE ORGANIZATION'S BYLAWS. A NOMINATING COMMITTEE SOLICITS NOMINATIONS OF MEMBERS WILLING TO SERVE ON THE BOARD. AT-LARGE DIRECTORS AND THE CHAIR-ELECT ARE ELECTED BY A MAJORITY OF THOSE CLASS B VOTING MEMBERS PRESENT AND VOTING AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B THE ONLY DECISION SUBJECT TO APPROVAL BY THE MEMBERSHIP ("OTHER PERSONS") IS AMENDMENT OF THE BYLAWS OF THE GOVERNING ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE SHALL REVIEW IN DETAIL THE DRAFT OF THE ANNUAL INTERNAL REVENUE SERVICE FORM 990 AND RECOMMEND ANY NECESSARY CHANGES TO MANAGEMENT. A COPY OF THE FORM SHALL BE SUBMITTED TO THE DIRECTORS PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C A DISCLOSURE FORM MUST BE COMPLETED, SIGNED, AND RETURNED ANNUALLY. IF A CONFLICT OF INTEREST IS DISCLOSED, IT WOULD BE REFERRED TO PRO BONO LEGAL COUNSEL WHO WOULD RECOMMEND APPROPRIATE ACTION. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION COMMITTEE OF THE ORGANIZATION'S BOARD OF DIRECTORS ANNUALLY REVIEWS THE PERFORMANCE AND COMPENSATION OF THE PRESIDENT AND CEO. THE COMMITTEE IS COMPOSED OF THE BOARD OF DIRECTORS' CHAIRMAN, IMMEDIATE PAST CHAIR, CHAIR DESIGN EE, SECRETARY-TREASURER AND ONE DIRECTOR APPOINTED BY THE CHAIRMAN. THE COMMITTEE CONSIDERS, AMONG OTHER THINGS, PERFORMANCE COMPARED TO THE OBJECTIVES ESTABLISHED FOR THE PREVIOUS YEAR AND GENERAL ECONOMIC CONDITIONS. A WRITTEN EVALUATION OF THE PRESIDENT AND CEO IS PROVIDED. COMPENSATION ADJUSTMENTS RECOMMENDED BY THE COMMITTEE, IF ANY, ARE RATIFIED BY THE ORGANIZATION'S FULL BOARD OF DIRECTORS AT A REGULAR MEETING PRIOR TO IMPLEMENTATION. THE PRESIDENT AND CEO HAS THE AUTHORITY TO ESTABLISH COMPENSATION FOR ALL OTHER EMPLOYEES. THE LAST COMPENSATION STUDY WAS PERFORMED IN JANUARY 2017. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND THREE MOST CURRENT YEARS OF FINANCIAL STATEMENTS AND FORM 990S AVAILABLE TO THE PUBLIC UPON REQUEST.