2020-05-18T07:45:42-05:00 2019-06-30 721396621 CARR RIGGS & INGRAM LLC 2633 CENTENNIAL BLVD STE 200 TALLAHASSEE FL 32308 990 2018-07-01 593201445 LEADERSHIP FLORIDA STATEWIDE COMMUNITY FOUNDATION INC LEAD 8505211220 215 SOUTH MONROE STREET NO 710 TALLAHASSEE FL 323011511 WENDY SPENCER PRESIDENT AND CEO 8505211220 2020-05-18 1 MICHAEL C CARTER P00292302 8508788777 2020-05-18 98.230.24.86 2020-05-18 07:32:18 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 8D2D9D0324B2A58C8016B4E5EF6188C36DB423C4 2018 2020-09-23 17:36:50Z WENDY SPENCER 215 SOUTH MONROE STREET NO 710 TALLAHASSEE FL 323011511 4004199 0 X WWW.LEADERSHIPFLORIDA.ORG X 1982 FL SEE SCHEDULE O. 18 18 16 120 27500 0 469231 626488 1061151 1411548 157570 158549 592996 819166 2280948 3015751 25850 19000 0 0 855369 1049049 0 0 98293 1193490 1822373 2074709 2890422 206239 125329 3700607 3881035 576737 689862 3123870 3191173 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 847314 619467 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 ATTENDEES PARTICIPATED IN FOUR DAYS OF PROGRAMMING, INCLUDING SESSIONS ON DIGITAL MEDIA, DRIVERLESS CARS, FLORIDA HISTORY, COMMUNITY RE-DEVELOPMENT, THE OPIOID CRISIS, EDUCATION ISSUES, AND INSPIRATIONAL LEADERSHIP. 922095 477698 OBJECTIVE: TO PROVIDE INTENSIVE LEADERSHIP TRAINING AND NONPARTISAN INFORMATION ON CRITICAL ISSUES FACING FLORIDA. THIS OBJECTIVE IS OBTAINED BY THE CREATION OF FOUR DIVERSE CLASSES (CORNERSTONE, CONNECT, EDUCATION AND EXECUTIVE.) CLASS PARTICIPANTS ENGAGE IN MULTI-MONTH CURRICULA WITH SESSIONS TAKING PLACE IN SEVERAL CITIES ACROSS THE STATE. ACCOMPLISHMENTS: OVER 50 INDIVIDUALS COMPLETED LEADERSHIP FLORIDA CORNERSTONE CLASS, OVER 40 PROFESSIONALS UNDER AGE 40 COMPLETED CONNECT CLASS, OVER 40 EDUCATORS AND EDUCATION PROFESSIONALS COMPLETED EDUCATION CLASS, AND OVER 10 C-SUITE EXECUTIVES COMPLETED EXECUTIVE CLASS. ADDITIONALLY, LEADERSHIP FLORIDA PROVIDED PROGRAMMING TO OVER 100 MAYORS THROUGH ITS PARTNERSHIP WITH THE FLORIDA LEAGUE OF MAYORS. 322087 394852 OBJECTIVE: TO CONTINUE TO ENGAGE GRADUATES OF LEADERSHIP FLORIDA PROGRAMS IN POST-CLASS ACTIVITIES, INSPIRING THEM TO REMAIN ACTIVE LEADERS FOR FLORIDA AND PROVIDING THEM WITH CONTINUING EDUCATION OPPORTUNITIES. ACCOMPLISHMENTS: OVER 1,500 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. 413126 19000 711197 OTHER PROGRAMS RELATED TO ORGANIZATION'S EXEMPT PURPOSE. 413126 19000 711197 2504622 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 16 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X THE ORGANIZATION 8505211220 215 SOUTH MONROE STREET NO 710 TALLAHASSEE FL 323011511 PAM RAUCH CHAIR 2.00 X X 0 0 0 JIM GILMORE CHAIR-ELECT 2.00 X X 0 0 0 BETH KIGEL PAST CHAIR 0.75 X X 0 0 0 MARK WILSON FCC PRESIDENT 0.75 X 0 0 0 DOMINIC CALABRO SECRETARY/TREASURER 2.00 X X 0 0 0 JUSTIN THAMES AUDIT CHAIR 0.75 X 0 0 0 DEREK BRUCE CORNERSTONE CHAIR 0.75 X 0 0 0 GREG HAILE GOVERNANCE CHAIR 0.75 X 0 0 0 JENNIFER GROVE DEVELOPMENT CHAIR 0.75 X 0 0 0 CARLOS ORTA AT LARGE MEMBER 0.75 X 0 0 0 MICHAEL STEPHENS AT LARGE MEMBER 0.75 X 0 0 0 LAWRENCE LYMAN AT LARGE MEMBER 0.75 X 0 0 0 SARAH ALSOFROM GULFSTREAM REGIONAL CHAIR 0.75 X 0 0 0 RICK BISIO CALUSA REGIONAL CHAIR 0.75 X 0 0 0 VIRGINIA HALL NORTHEAST REGIONAL CHAIR 0.75 X 0 0 0 MATT UBBEN CLASS XXXVI REPRESENTATIVE 0.75 X 0 0 0 MARVIN WILMOTH CONNECT REPRESENTATIVE 0.75 X 0 0 0 DEBBIE HARVEY FCC REPRESENTATIVE 0.75 X X 0 0 0 DAVID CHILDS GENERAL COUNSEL (NON-VOTING) 0.75 X 0 0 0 WENDY SPENCER PRESIDENT & CEO 37.50 X 190306 0 31536 CHRISTINE LUCAS CHIEF OF STAFF (NON-BOARD) 37.50 X 96526 0 13125 286832 0 44661 1 0 1 0 0 421438 205050 626488 CONFERENCE REGISTRATIONS 900099 571946 571946 ANNUAL CLASS PROGRAM TUITION 900099 511063 511063 MEMBERSHIP DUES 900099 249050 249050 PROGRAM REVENUE 900099 79489 79489 1411548 67475 67475 1079522 988448 91074 91074 91074 SPONSORSHIPS 900099 791666 791666 ADVERTISING 541800 27500 27500 819166 3015751 2203214 27500 158549 19000 19000 355912 249094 72231 34587 534216 365535 108417 60264 98292 78345 19947 60629 48325 12304 6328 5044 1284 15850 12633 3217 261587 257192 4395 402 325 77 154354 128654 25628 72 18956 15109 3847 91723 73108 18615 77833 73878 3955 1091710 1086651 5059 5838 4653 1185 9005 7177 1828 TRANSPORTATION & LODGIN 54252 54208 44 EDUCATION 14940 14142 798 DUES & SUBSCRIPTIONS 10210 5452 1388 3370 GIFTS & CONTRIBUTIONS 6135 6097 38 3250 3250 2890422 2504622 287507 98293 1812621 2012660 316604 193442 650 0 28260 38979 43550 33581 10285 9969 1532187 1625985 3700607 3881035 219001 294168 357736 395694 576737 689862 X 1565997 1632616 163842 162526 1394031 1396031 3123870 3191173 3700607 3881035 X 125329 -10048 -47978 0 X X 0 1 X 1 0 X 185578 523905 1201400 1009827 1418154 4338864 1605890 884989 1028219 1061151 1411548 5991797 1791468 1408894 2229619 2070978 2829702 10330661 0 0 0 10330661 35159 42232 50124 69800 67475 264790 35159 42232 50124 69800 67475 264790 17500 37000 52400 27500 134400 20 404 424 1844147 1488530 2279743 2193178 2924677 10730275 0.96280 0.96140 0.02470 0.02460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1963931 2000 148501 21205 2093227 1745265 141325 97461 20120 1963931 1533996 63550 174673 26954 1745265 1478936 39212 37724 12749 1543123 1310569 19075 20000 1309644 0.32000 0.67000 0.01000 0 0 43550 33581 9969 9969 3032990 -10048 27287 17239 3015751 0 3015751 2917709 27287 27287 2890422 0 2890422 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 TUITION FOR THOSE WHO CANNOT AFFORD TO PAY THE LEADERSHIP FLORIDA CORNERSTONE PROGRAM. ENDOWMENT INTEREST GENERATED IS USED TO SUPPORT THE ANNUAL LEADERSHIP FLORIDA CORNERSTONE PROGRAM (UNRESTRICTED). 1 SCHOLARSHIPS 24 19000 PART I, LINE 2: LEADERSHIP FLORIDA'S PROCEDURE IS THAT ALL GRANTS ARE RECEIPTED AND ACKNOWLEDGED IN WRITING BY STAFF AND OTHER APPROPRIATE INDIVIDUALS. PAYMENT SCHEDULES ARE PLACED IN WRITING, AND REPORTING OF USE OF FUNDS IS SENT TO THE DONORS ON THE REGULAR BASIS. IN ACCORDANCE WITH OUR POLICY, GRANTS WILL ONLY BE USED FOR THE PURPOSE DESIGNATED BY DONORS AND DESCRIBED IN SIGNED GRANT AGREEMENTS. X X X 0 0 0 0 0 0 0 0 0 WENDY SPENCER PRESIDENT & CEO 173106 0 13000 0 4200 0 17311 0 14225 0 221842 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 FORM 990 AND ACCOMPANYING SCHEDULES ARE REVIEWED IN DETAIL BY THE ASSIGNED STAFF, PRESIDENT AND CEO, AND AUDIT COMMITTEE (IN CONSULTATION WITH THE INDEPENDENT ACCOUNTING FIRM, WHO ALSO PREPARES THE 990). THE ASSIGNED STAFF RESOLVES ANY ISSUES OR QUESTIONS WITH THE INDEPENDENT ACCOUNTING FIRM THAT PREPARES THE FORMS. THE BOARD OF DIRECTORS RECEIVES A DRAFT FOR REVIEW. ONCE ACCEPTED, THE FORM 990 IS SUBMITTED TO THE INTERNAL REVENUE SERVICE. DISTRIBUTIONS TO ALL BOARD MEMBERS MAY BE IN THE FORM OF ELECTRONIC MAIL, NOTIFICATION OF A LINK TO A WEBSITE OR ACTUAL MAILING AND HAND DELIVERY OF THE DOCUMENT. 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 DESIGNEE, 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. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990 PART XI, LINE 8 PRIOR PERIOD ADJUSTMENT: THE ACCOMPANYING FINANCIAL STATEMENTS FOR 2018 HAVE BEEN RESTATED TO CORRECT AN ERROR RELATED TO ACCRUAL OF EXPENSES MADE IN THE YEAR ENDED JUNE 30, 2018. THE EFFECT OF THE RESTATEMENT WAS TO DECREASE CHANGE IN NET ASSETS FOR THE YEAR ENDED JUNE 30, 2018 BY $47,978.