2022-04-15T14:52:54-05:00 2021-06-30 592840381 PHILLIPS HARVEY GROUP 801 LAUREL OAK DRIVE SUITE 303 NAPLES FL 341082764 990 2020-07-01 650230582 THE EDUCATION FOUNDATION OF COLLIER COUNTY INC EDUC 2396434755 3606 ENTERPRISE AVENUE 150 NAPLES FL 34104 SUSAN MCMANUS PRESIDENT 2396434755 2022-04-15 1 SUSAN MCMANUS 999009999 NATHAN A PHILLIPS CPA P00189856 2395661600 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z SUSAN MCMANUS 3606 ENTERPRISE AVE SUITE 150 NAPLES FL 34104 4761967 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. 23 23 31 432 0 0 4168979 4258330 13612 7077 2673 28415 166847 206425 4352111 4500247 197030 315182 0 0 1450930 1538314 0 0 400333 1390620 1393859 3038580 3247355 1313531 1252892 8669820 9535030 357361 105077 8312459 9429953 X FOUNDED IN 1990, 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. 0 0 1412398 1916607 STUDENT PROGRAMS:STUDENT PROGRAMS EQUIP AND PREPARE STUDENTS FOR THEIR FUTURE LEARNING AND CAREER GOALS. MORE THAN 860 STUDENTS (8TH GRADE THROUGH COLLEGE) ARE SERVED DIRECTLY THROUGH THE PROGRAMS OF THE FOUNDATION. THE TAKE STOCK IN CHILDREN SCHOLARSHIP AND MENTORING PROGRAM AND THE CHAMPIONS COLLEGE & CAREER PREP PROGRAM TOGETHER PROVIDE STUDENTS, PRIMARILY FIRST-GENERATION COLLEGE STUDENTS, OPPORTUNITIES TO GAIN THE LIFE AND EMPLOYABILITY SKILLS TO BE SUCCESSFUL IN THEIR POST-HIGH SCHOOL EDUCATION AND IN THE WORKFORCE, WITH THE GOAL OF BEING DEBT-FREE. ADDITIONALLY, THE FOUNDATION SERVES THE BROADER COMMUNITY OF STUDENTS AND FAMILIES THROUGH PROGRAMMING OPEN TO THE PUBLIC, EMBEDDED WITHIN SCHOOLS, AND SHARED THROUGH PARTNERS IMPACTING THOUSANDS OF MORE STUDENTS. 657446 657446 TEACHER AND EDUCATOR PROGRAMS: VALUING, EMPOWERING, AND SUPPORTING TEACHERS AND PRINCIPALS TO ENSURE THE HIGHEST IMPACT LEARNING EXPERIENCES FOR EVERY CHILD IS FUNDAMENTAL TO THE MISSION OF THE FOUNDATION. THE GOLDEN APPLE TEACHER RECOGNITION PROGRAM HONORS AND HIGHLIGHTS THE BEST PRACTICES THAT ARE HAVING A POSITIVE IMPACT ON STUDENT LEARNING. THE CLASSROOM GRANT PROGRAM PROVIDES A WAY FOR TEACHERS TO GAIN SUPPORT FROM THE COMMUNITY FOR INNOVATIVE IDEAS THAT WILL PROVIDE UNIQUE LEARNING EXPERIENCES FOR THEIR STUDENTS. THESE PROGRAMS, ALONG WITH PEER-TO-PEER SHARING, COMMUNITY-BASED LEARNING, AND COUNTY-WIDE TEACHER APPRECIATION ACTIVITIES, ENGAGE MORE THAN 3,600 EDUCATORS. 596543 809507 COMMUNITY ENGAGEMENT:ENGAGING AND ENERGIZING OUR COMMUNITY IN SUPPORT OF STUDENT SUCCESS IS A FUNDAMENTAL GOAL. THERE ARE MANY OPPORTUNITIES, SUCH AS ROUNDTABLES AND VIRTUAL LUNCH-LEARNS, THROUGH WHICH THE COMMUNITY COMES TOGETHER TO SUPPORT A CULTURE OF LEARNING. VOLUNTEER ENGAGEMENT IS A KEY STRATEGY AND PROVIDES PEOPLE WITH MORE THAN 870 VOLUNTEER EXPERIENCES ANNUALLY TO SUPPORT STUDENT AND TEACHER SUCCESS AND ORGANIZATIONAL GOALS. THE FOUNDATION FACILITATES A COLLABORATIVE NETWORK OF MORE THAN 60 ORGANIZATIONS WORKING TOGETHER TO ACHIEVE COMMUNITY-WIDE GOALS TO SUPPORT THE OVERALL SUCCESS OF STUDENTS AND FAMILIES, WHICH HAS BEEN A FUNDAMENTALLY IMPORTANT FRAMEWORK FOR COLLABORATION AND TRUST WHICH HAS SUPPORTED OUR COMMUNITY THROUGHOUT THE PANDEMIC. 315182 315182 2666387 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 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 31 1 0 0 0 0 0 1 1 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X SUSAN MCMANUS 2396434755 3606 ENTERPRISE AVE 150 NAPLES FL 34104 WILLIAM BURKE BOARD CHAIR 5.00 X X 0 0 0 BEVERLY FEAGIN IMMEDIATE PAST CHAIR 5.00 X X 0 0 0 BRUCE MOUSA 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 MARTHA ROZMAN VICE CHAIR 5.00 X X 0 0 0 CAROL WINDFELDT VICE CHAIR 5.00 X X 0 0 0 CHUCK CARLSEN VICE CHAIR 5.00 X X 0 0 0 WILLIAM LUTZ TREASURER 5.00 X 0 0 0 WILLIAM BEYNON DIRECTOR 5.00 X 0 0 0 SERGE ECITYAN DIRECTOR 5.00 X 0 0 0 MARY BETH GEIER DIRECTOR 5.00 X 0 0 0 MICHAEL JEAN-BAPTISTE DIRECTOR 5.00 X 0 0 0 CHARLES KERWOOD III DIRECTOR 5.00 X 0 0 0 DANIEL LAMPE DIRECTOR 5.00 X 0 0 0 JEFFREY LEEDY DIRECTOR 5.00 X 0 0 0 ROGER LIPITZ DIRECTOR 5.00 X 0 0 0 STEPHANIE LUCARELLI DIRECTOR 5.00 X 0 0 0 BARBARA MELVIN DIRECTOR 5.00 X 0 0 0 DR KAMELA PATTON DIRECTOR 5.00 X 0 0 0 NANCY POTTER DIRECTOR 5.00 X 0 0 0 JACQUELINE RODRIGUEZ DIRECTOR 5.00 X 0 0 0 KENNETH THOMAS DIRECTOR 5.00 X 0 0 0 SUSAN MCMANUS PRESIDENT 40.00 X 141898 0 0 LISA CHURCH VICE PRESIDENT 40.00 X 103633 0 11815 245531 0 11815 2 0 0 0 PBS CONTRACTORS 4395 CORPORATE SQUARE NAPLES FL 34104 CONSTRUCTION 449836 1 140247 247785 3870298 792388 4258330 OTHER INCOME 900099 7077 7077 7077 28415 28415 468145 140247 261720 206425 206425 4500247 0 0 241917 315182 315182 149507 107376 17029 25102 1125691 808471 128217 189003 159651 114661 18184 26806 103465 74308 11785 17372 2960 2960 1060 1060 813 813 587 587 STUDENT PROGRAMS 448062 448062 TEACHER AND EDUCATOR PR 412700 412700 COMMUNITY ENGAGEMENT 340417 340417 FUNDRAISING 81657 81657 105603 45210 60393 3247355 2666387 180635 400333 2221480 2143296 245841 469408 23056 20537 1771089 392976 1433109 1378113 4746334 5523676 8669820 9535030 109576 105077 247785 357361 105077 X 2666644 3809181 5645815 5620772 8312459 9429953 8669820 9535030 1252892 -135398 0 X X 0 1 X 1 0 X 2329405 2897309 3153015 3689473 3870298 15939500 880829 837257 889072 761811 608392 3977361 3210234 3734566 4042087 4451284 4478690 19916861 0 0 0 19916861 50322 67706 88951 18976 7077 233032 50322 67706 88951 18976 7077 233032 -1412 3841 4440 13612 20481 3259144 3806113 4135478 4483872 4485767 20170374 0.98740 0.98710 0.01160 0.01180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 803963 19398 222683 9303 1036741 687160 140000 -16303 6894 803963 585856 80000 27048 5744 687160 442028 105000 43577 4749 585856 340377 55102 50264 3715 442028 0.28470 0.71530 1 0 1533386 203202 1330184 237703 189774 47929 1378113 PREPAID SCHOLARSHIPS 3857241 COMMUNITY FOUNDATION ENDOWMENT 1036741 CONSTRUCTION IN PROGRESS 629694 5523676 X 4355546 -135398 -9303 -144701 4500247 0 4500247 3238052 0 3238052 9303 9303 3247355 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, 2020 THE FOLLOWING ITEMS WERE PERMANENTLY RESTRICTED NET ASSETS: ENDOWMENT - OPERATING: $610,826 ENDOWMENT - SCHOLARSHIPS: $130,750 TOTAL PERMANENTLY RESTRICTED FUNDS $741,576 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 290047 139337 150710 149142 GOLDEN APPLE 271908 910 270998 63796 46437 46437 48782 608392 140247 468145 261720 261720 206425 1 TEACHER AND SCHOOL BASED GRANTS 267 234079 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 EVENT ITEMS 5 122763 FAIR VALUE X TV PRODUCTION 2 100647 FAIR VALUE X CONSTRUCTION SERVICES 1 22055 FAIR VALUE X DESIGN SERVICES 2 21313 FAIR VALUE 0 1 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 FORM 990, PART XII, LINE 2C: PROCESS HAS NOT CHANGED FROM PRIOR YEAR.