2018-11-02T10:32:41-05:00 2017-12-31 721396621 CARR RIGGS & INGRAM LLC 2633 CENTENNIAL BLVD STE 200 TALLAHASSEE FL 32308 990 2017-01-01 260615175 FOUNDATION FOR EXCELLENCE IN EDUCATION INC FOUN 8503914090 215 SOUTH MONROE STREET NO 420 TALLAHASSEE FL 32301 PATRICIANNA LEVESQUE CEO 8503914090 2018-11-01 1 MICHAEL C CARTER P00292302 8508788777 2018-11-01 76.236.132.153 2018-11-01 10:54:24 ED P 8BAF6D8334CD3CE9842FCBD9E9408F1B3A493CFA 03F585C1EBFA74EC559BA94FEDADE64958A4338E 2017 2019-02-21 02:37:17Z PATRICIANNA LEVESQUE 215 SOUTH MONROE STREET NO 420 TALLAHASSEE FL 32301 13950955 0 X WWW.EXCELINED.ORG X 2007 FL BUILDING A FUTURE WHERE STUDENT-CENTERED EDUCATION UNLOCKS LIFELONG OPPORTUNITY AND SUCCESS FOR EACH AND EVERY CHILD. 10 10 68 11 0 0 7399472 11216090 292763 283441 105229 132257 6 -19245 7797470 11612543 74144 191238 0 0 5781416 6247002 0 16000 660536 4720894 3835141 10576454 10289381 -2778984 1323162 10225059 11232515 1288379 695203 8936680 10537312 X BUILDING A FUTURE WHERE STUDENT-CENTERED EDUCATION UNLOCKS LIFELONG OPPORTUNITY AND SUCCESS FOR EACH AND EVERY CHILD. 0 0 3957330 144000 EXCELINED'S POLICY PROGRAM PROVIDES THOUGHT LEADERSHIP AND SUPPORTS STATES WITH TECHNICAL EXPERTISE IN DEVELOPING AND IMPLEMENTING PROVEN EDUCATION REFORM POLICIES THAT ARE INCREASING STUDENT ACHIEVEMENT AND EXPANDING CHOICE IN EDUCATION. 2017 PROGRAM HIGHLIGHTS INCLUDE: - ENGAGED IN 47 STATES TO DEVELOP AND IMPLEMENT STUDENT-CENTERED POLICIES. - HELPED STATE EDUCATION LEADERS IN 44 STATES TO UNDERSTAND THE EVERY STUDENT SUCCEEDS ACT (ESSA) AND PREPARE TO TACKLE NEW CHALLENGES AND LEVERAGE NEW OPPORTUNITIES. EXCELINED PROVIDED TECHNICAL SUPPORT AND POLICY RESOURCES. - RELEASED RESEARCH AND ESSAYS RELATED TO PERSONALIZED LEARNING, EARLY LITERACY, CAREER AND TECHNICAL EDUCATION, AND EDUCATION SAVINGS ACCOUNTS. - PROVIDED EXPERT TESTIMONY ON 19 OCCASIONS IN 10 STATES AND PRESENTED AT APPROXIMATELY 65 SPEAKING ENGAGEMENTS ACROSS THE COUNTRY. - COLLABORATED WITH OVER 300 EDUCATION REFORM PARTNERS. 1370892 20000 THE ADVOCACY PROGRAM PROMOTES STUDENT-CENTERED POLICIES IN STATES ACROSS THE NATION TO GENERALLY INFORM AND SUPPORT STATE POLICYMAKERS, EDUCATION LEADERS, AND ADVOCACY PARTNERS AS THEY UNDERTAKE BOLD EDUCATION REFORM TO BENEFIT STUDENTS. 1898136 0 283441 HOSTED THE TENTH ANNUAL NATIONAL SUMMIT ON EDUCATION REFORM, WHICH CONVENED MORE THAN 1,000 EDUCATION STAKEHOLDERS TO ADDRESS THE POLICIES AND BEST PRACTICES CRITICAL TO IMPROVING EDUCATION ACROSS THE NATION. 84007 27238 ARTS FOR LIFE AWARDED SCHOLARSHIPS TO GRADUATING FLORIDA HIGH SCHOOL SENIORS WHO EXCELLED IN VISUAL ARTS, MUSIC, DANCE, DRAMA OR CREATIVE WRITING TO SUPPORT THEIR GOAL OF HIGHER EDUCATION. 1093499 EXCELINED'S OUTREACH PROGRAM RAISES PUBLIC AWARENESS FOR EDUCATION REFORM POLICIES, THEIR IMPACT, AND ISSUES AFFECTING AMERICAN K-12 EDUCATION. SEIZING OPPORTUNITY PROVIDED THROUGH THE EVERY STUDENT SUCCEEDS ACT, IN 2017 EXCELINED LAUNCHED KNOWYOURFLORIDASCHOOL.ORG AS A PROTOTYPE SCHOOL REPORT CARD FOR STATES SEEKING TO EMPOWER AND INFORM PARENTS AND COMMUNITIES WITH TRANSPARENT, UNDERSTANDABLE SCHOOL DATA. 1177506 27238 8403864 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 1 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 36 0 1 68 1 0 0 0 0 0 1 1 0 0 0 0 X 10 10 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OK OR PA RI SC TN UT VA WV WI X X PAMELA GRIGGS 8503914090 215 SOUTH MONROE STREET NO 420 TALLAHASSEE FL 32301 JOHN E BUSH PRESIDENT 5.00 1.00 X X 0 0 0 F PHILIP HANDY SECRETARY 3.00 1.00 X X 0 0 0 WILLIAM E OBERNDORF TREASURER 1.00 1.00 X X 0 0 0 CONDOLEEZZA RICE DIRECTOR 1.00 0.00 X 0 0 0 REGINALD J BROWN DIRECTOR 1.00 0.00 X 0 0 0 CHARLES R SCHWAB DIRECTOR 1.00 0.00 X 0 0 0 CESAR CONDE DIRECTOR 1.00 0.00 X 0 0 0 JOEL I KLEIN DIRECTOR 1.00 0.00 X 0 0 0 ALLAN HUBBARD DIRECTOR 1.00 0.00 X 0 0 0 ERIC CANTOR DIRECTOR 1.00 1.00 X 0 0 0 DEE B HASLAM DIRECTOR 1.00 1.00 X 0 0 0 PATRICIANNA LEVESQUE CEO 34.00 6.00 X 379794 87038 26674 PAMELA M GRIGGS DIRECTOR OF FINANCE 29.00 11.00 X 140576 0 12171 DEENA REPPEN CHIEF OF STAFF/VP OF ADMIN 37.00 3.00 X 278108 0 18849 LIZZETTE REYNOLDS VP OF POLICY 40.00 0.00 X 205114 0 23997 CLAIRE VOORHEES NATIONAL DIRECTOR OF POLICY 40.00 0.00 X 168618 0 6831 J ALEX KELLY VP OF ADVOCACY 34.00 6.00 X 147391 37100 13163 CHRISTY L SANDBERG SENIOR POLICY FELLOW 40.00 0.00 X 164948 0 11963 MATTHEW JOSEPH POLICY DIRECTOR 40.00 0.00 X 154787 0 4713 LOWELL MATTHEWS JR POLICY DIRECTOR 40.00 0.00 X 145108 0 19559 CARRIE A JENKINS DIRECTOR ADMINISTRATIVE SERVICES 33.50 6.50 X 110884 0 16198 1895328 124138 154118 10 1 1 0 AUGUST II PRODUCTIONS LLC 4800 HAMPDEN LANE STE 200 BETHESDA MD 20814 PRODUCTION SERVICES 310421 CLARK HILL PLC 500 WOODWARD SUITE 3500 DETROIT MI 48226 LEGAL SERVICES 156000 EDUCATION FIRST CONSULTING LLC P O BOX 22871 SEATTLE WA 981220871 CONSULTING 123192 PENN HILL GROUP LLC 777 6TH STREET NW SUITE 500 WASHINGTON DC 20001 POLICY CONSULTING 120000 4 25000 11191090 11216090 NATIONAL SUMMIT 900099 283441 283441 283441 97552 97552 6 6 2353866 2319161 34705 34705 34705 0 25000 19251 -19251 -19251 11612543 283441 0 113012 164000 164000 27238 27238 805104 430593 314349 60162 4494952 3721866 394199 378887 122346 96991 13964 11391 454182 354867 68379 30936 370418 283186 55632 31600 155235 100601 33208 21426 33156 22966 7807 2383 36000 36000 16000 16000 15841 15841 563010 435596 127414 57659 56342 1286 31 132545 84549 35052 12944 103044 72155 19232 11657 510421 368658 95879 45884 337854 297109 19140 21605 305358 305358 1116773 1091757 12539 12477 25221 17907 5549 1765 16809 11731 3878 1200 COMMUNICATIONS 426065 424394 1633 38 UNCOLLECTABLE PLEDGES 150 150 10289381 8403864 1224981 660536 1310017 398918 1401726 4029917 72433 21299 59340 57090 96543 79334 152049 109798 49616 42251 7195950 6564272 39434 39434 10225059 11232515 1074974 411128 213405 284075 1288379 695203 X 7303687 5876492 1632993 4660820 8936680 10537312 10225059 11232515 X 1323162 277466 4 X 0 1 X 1 0 X 11409393 11583332 8433866 7399472 11216090 50042153 11409393 11583332 8433866 7399472 11216090 50042153 26146448 23895705 62866 309875 205899 122375 97558 798573 0 38 1471 7 1516 50842242 1151574 0.47000 0.53020 X 375 80852 81227 10208154 10289381 664469 166117 0 0 780442 689389 678823 664469 2813123 4219685 15373 80453 72223 81227 249276 195111 172347 169706 166117 703281 1054922 25 1383 357 375 2140 17025 6951 10074 135024 102847 32177 42251 SHORT TERM INVESTMENTS - U.S. TREASURIES 663879 F FIXED INCOME SECURITIES - ETFS 1939882 F MUTUAL FUNDS 2743885 F COMMON STOCK 1216626 F 6564272 DEFERRED COMPENSATION 284075 284075 12011325 277465 102065 19252 398782 11612543 0 11612543 10410693 102065 19247 121312 10289381 0 10289381 PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 19,251. ROUNDING 1. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 19,251. ROUNDING -4. X X X X X X 1 FERNANDO AGUIRRE 9901 WOODLAKE DRIVE DALLAS TX 75243 FUNDRAISING CONSULTING 0 0 16000 0 16000 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO NV NH NJ NM NY NC OH OK OR PA RI SC TN UT VA WA WV WI MENLO PARK, CA 25000 25000 1088 14556 300 3307 25000 25000 1088 14556 300 3307 19251 -19251 1 BOSTON UNIVERSITY 881 COMMONWEALTH AVENUE BOSTON MA 02215 042103547 501(C)(3) 84000 SUB-GRANT FOR EARLY LITERACY RESEARCHSUB-GRANT FOR EARLY LITERACY RESEARCH URBAN INSTITUTE 2100 M ST NW WASHINGTON DC 20037 520880375 501(C)(3) 50000 GRANT FOR SCHOOL CHOICE RESEARCH MISSISSIPPI CHARTER SCHOOLS ASSOCIATION 125 SOUTH CONGRESS STREET SUITE 1510 JACKSON MS 39201 463251856 501(C)(6) 15000 GRANT FOR CHARTER SCHOOL LITIGATION DEFENSE EDUCATION COMMISSION OF THE STATES 700 BROADWAY SUITE 810 DENVER CO 802033460 310722194 501(C)(3) 5000 EVENT SPONSORSHIP SCHOOL CHOICE OHIO 88 EAST BROAD STREET SUITE 640 COLUMBUS OH 43215 203130699 501(C)(3) 5000 EVENT SPONSORSHIP ED CHOICE 111 MONUMENT CIRCLE SUITE 2650 INDIANAPOLIS IN 46204 351978359 501(C)(3) 5000 EVENT SPONSORSHIP 5 1 ARTS FOR LIFE 25 25000 1038 COST AWARDS FOR ARTS FOR LIFE STUDENT WINNERS ARTS FOR LIFE 12 1200 COST JUDGE STIPENDS PART I, LINE 2: THE ORGANIZATION SENDS A FORM TO THE RECIPIENTS OF SCHOLARSHIP FUNDS REQUESTING THAT THE RECIPIENT CONFIRM THAT THE FUNDS ARE BEING USED FOR THE INTENDED PURPOSE, WHICH IS THE PURSUIT OF HIGHER EDUCATION. FOR CASH AMOUNTS GRANTED TO ORGANIZATIONS, A GIFT IS ACCOMPANIED BY A LETTER STATING THE EXEMPT PURPOSE RESTRICTING ITS USE TO THAT PURPOSE, OR IF PAID IN ARREARS OF SUCH AN EXEMPT PURPOSE, IS SUPPORTED BY DOCUMENTATION OF ACTUAL COST. 1 X X X X 0 1 0 0 0 0 0 1 0 PATRICIANNA LEVESQUE CEO 259851 64963 88081 22075 31862 0 6480 1620 14859 3715 401133 92373 0 0 PAMELA M GRIGGS DIRECTOR OF FINANCE 135000 0 12357 0 -6781 0 4421 0 7750 0 152747 0 0 0 DEENA REPPEN CHIEF OF STAFF/VP OF ADMIN 232793 0 34656 0 10659 0 8100 0 10749 0 296957 0 0 0 LIZZETTE REYNOLDS VP OF POLICY 216800 0 112 0 -11798 0 5423 0 18574 0 229111 0 0 0 CLAIRE VOORHEES NATIONAL DIRECTOR OF POLICY 166484 0 2226 0 -92 0 5061 0 1770 0 175449 0 0 0 J ALEX KELLY VP OF ADVOCACY 132000 33000 16501 4100 -1110 0 4455 1113 6076 1519 157922 39732 0 0 CHRISTY L SANDBERG SENIOR POLICY FELLOW 165848 0 810 0 -1710 0 5000 0 6963 0 176911 0 0 0 MATTHEW JOSEPH POLICY DIRECTOR 153750 0 2237 0 -1200 0 4680 0 33 0 159500 0 0 0 LOWELL MATTHEWS JR POLICY DIRECTOR 151005 0 101 0 -5998 0 4533 0 15026 0 164667 0 0 0 CARRIE A JENKINS DIRECTOR ADMINISTRATIVE SERVICES 110300 0 5627 0 -5043 0 3478 0 12720 0 127082 0 0 0 PART I, LINE 3 CEO COMPENSATION WAS NEGOTIATED WITH THE COMPENSATION AND ADMINISTRATION COMMITTEE. THE COMMITTEE APPROVED AND SIGNED A WRITTEN OFFER LETTER. OUR EMPLOYMENT ATTORNEYS WERE ALSO CONSULTED IN THE PROCESS. PART I, LINE 4B COMPENSATION FOR PATRICIANNA LEVESQUE INCLUDED CONTRIBUTIONS OF $23,845 TO A 457(F) PLAN AND COMPENSATION FOR DEENA REPPEN INCLUDED CONTRIBUTIONS OF $2,205 TO A 457(F) PLAN. PART I, LINE 7 FOR SOME EMPLOYEES, COMPENSATION INCLUDED A DISCRETIONARY BONUS RELATED TO PERFORMANCE. DEENA REPPEN CHIEF OF STAFF/VP OF ADMIN 17290 REIMBURSEMENT - THERE ARE SOME OVERLAPPING CURRENT AND FORMER OFFICERS, DIRECTORS, AND KEY EMPLOYEES WITH THE RELATED ORGANIZATION, EXCELLENCE IN EDUCATION NATIONAL, INC. BOARD OFFICERS AND DIRECTORS ARE UNPAID, THUS BUSINESS TRANSACTIONS PERTAINING TO THE EMPLOYED OFFICERS AND KEY EMPLOYEES RELATE TO COMPENSATION REIMBURSEMENTS BETWEEN THE ORGANIZATIONS FOR USE OF SHARED PERSONNEL WHERE THERE IS NO DIRECT PAYROLL TO THE EMPLOYEE FROM THE RELATED ORGANIZATION. THE PERSONNEL SERVICES TRANSACTIONS FROM THE RELATED ORGANIZATION INCLUDE REIMBURSEMENT FOR THE SHARED TIME OF THIS INDIVIDUAL. 0 PAMELA M GRIGGS DIRECTOR OF FINANCE 43312 REIMBURSEMENT - THERE ARE SOME OVERLAPPING CURRENT AND FORMER OFFICERS, DIRECTORS, AND KEY EMPLOYEES WITH THE RELATED ORGANIZATION, EXCELLENCE IN EDUCATION NATIONAL, INC. BOARD OFFICERS AND DIRECTORS ARE UNPAID, THUS BUSINESS TRANSACTIONS PERTAINING TO THE EMPLOYED OFFICERS AND KEY EMPLOYEES RELATE TO COMPENSATION REIMBURSEMENTS BETWEEN THE ORGANIZATIONS FOR USE OF SHARED PERSONNEL WHERE THERE IS NO DIRECT PAYROLL TO THE EMPLOYEE FROM THE RELATED ORGANIZATION. THE PERSONNEL SERVICES TRANSACTIONS FROM THE RELATED ORGANIZATION INCLUDE REIMBURSEMENT FOR THE SHARED TIME OF THIS INDIVIDUAL. 0 CARRIE A JENKINS DIRECTOR ADMINISTRATIVE SERVICES 21927 REIMBURSEMENT - THERE ARE SOME OVERLAPPING CURRENT AND FORMER OFFICERS, DIRECTORS, AND KEY EMPLOYEES WITH THE RELATED ORGANIZATION, EXCELLENCE IN EDUCATION NATIONAL, INC. BOARD OFFICERS AND DIRECTORS ARE UNPAID, THUS BUSINESS TRANSACTIONS PERTAINING TO THE EMPLOYED OFFICERS AND KEY EMPLOYEES RELATE TO COMPENSATION REIMBURSEMENTS BETWEEN THE ORGANIZATIONS FOR USE OF SHARED PERSONNEL WHERE THERE IS NO DIRECT PAYROLL TO THE EMPLOYEE FROM THE RELATED ORGANIZATION. THE PERSONNEL SERVICES TRANSACTIONS FROM THE RELATED ORGANIZATION INCLUDE REIMBURSEMENT FOR THE SHARED TIME OF THIS INDIVIDUAL. 0 FORM 990, PART VI, SECTION A, LINE 2 THERE ARE BUSINESS RELATIONSHIPS FOR SEVERAL OF THE OFFICERS, DIRECTORS AND KEY EMPLOYEES AS THEY SERVE ON A RELATED PARTY BOARD AND/OR WORK WITH THE RELATED PARTY: JOHN E BUSH, PHILIP HANDY, WILLIAM OBERNDORF, ERIC CANTOR, DEE HASLAM, PATRICIANNA LEVESQUE, DEENA REPPEN, AND PAMELA GRIGGS. FORM 990, PART VI, SECTION B, LINE 11B REVIEWED BY MANAGEMENT INTERNALLY. REVIEWED INDEPENDENTLY BY PEER OF CPA FIRM. REVIEWED BY EXTERNAL LEGAL COUNSEL. ALL RECOMMENDATIONS AND ADJUSTMENTS REVIEWED WITH CPA FIRM IN COLLABORATION ON FINAL 990. FINAL DRAFT REVIEWED BY FINANCE AND AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS DISTRIBUTED ON AN ANNUAL BASIS AND SIGNED COPIES ARE MAINTAINED AND UPDATED. ALL CONTRACTS ARE REVIEWED FOR POTENTIAL CONFLICTS OF INTEREST BEFORE SIGNED. DIRECTORS, OFFICERS, AND EMPLOYEES ARE REQUIRED TO IMMEDIATELY DISCLOSE ALL RELATIONSHIPS AND ACTIVITIES THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 IN REFERENCE TO BOTH LINES 15A AND 15B: THE CEO'S COMPENSATION WAS NEGOTIATED WITH THE COMPENSATION AND ADMINISTRATION COMMITTEE. THE COMMITTEE APPROVED AND SIGNED A WRITTEN OFFER LETTER. THE ORGANIZATION'S ATTORNEYS WERE ALSO CONSULTED IN THE PROCESS. COMPENSATION FOR VICE PRESIDENT AND KEY EMPLOYEE POSITIONS DURING THE HIRING PROCESS IS PROPOSED BY THE POSITION MANAGER AND THE CEO CONSULTS WITH THE CHAIRMAN OF THE COMPENSATION AND ADMINISTRATION COMMITTEE ON SUCH SALARY REQUIREMENTS. ANNUALLY, A COMPENSATION ANALYSIS IS CONDUCTED AND SALARIES OF TOP LEVEL EMPLOYEES ARE COMPARED AGAINST SIMILAR ORGANIZATIONS TO AID IN SETTING AND BENCHMARKING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 18 AVAILABLE UPON REQUEST. FORM 990S ARE ALSO AVAILABLE ON GUIDESTAR.ORG. THE THREE MOST CURRENT RETURNS ARE MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE, EXCELINED.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL OF THE DOCUMENTS LEGALLY REQUIRED FOR DISCLOSURE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: ROUNDING 4. EXCELLENCE IN EDUCATION NATIONAL INC 215 S MONROE ST STE 420 TALLAHASSEE FL 32301 463332269 TO ADVANCE POLICIES THAT WILL IMPROVE EDUCATION IN THE US FL 501(C)(4) 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 EXCELLENCE IN EDUCATION NATIONAL INC O 276607 COST