2015-11-13T11:55:42-06:00 2014-12-31 721396621 CARR RIGGS & INGRAM LLC 1713 MAHAN DRIVE TALLAHASSEE FL 32308 990 2014-01-01 260615175 FOUNDATION FOR EXCELLENCE IN EDUCATION INC FOUN 8503914090 215 SOUTH MONROE STREET NO 420 TALLAHASSEE FL 32301 PATRICIANNA LEVESQUE CEO 8503914090 2015-11-13 1 MICHAEL C CARTER P00292302 8508788777 2014 2016-02-25 16:41:14Z PATRICIANNA LEVESQUE 215 SOUTH MONROE STREET NO 420 TALLAHASSEE FL 32301 12035903 0 X WWW.EXCELINED.ORG X 2007 FL TO BUILD AN AMERICAN EDUCATION SYSTEM THAT EQUIPS EVERY CHILD TO ACHIEVE THEIR GOD-GIVEN POTENTIAL. 11 11 72 13 0 0 11211124 11392695 198269 190637 6781 309875 38 -8244 11416212 11884963 1192073 697132 0 0 4268936 5490334 0 0 455153 4894521 6421369 10355530 12608835 1060682 -723872 14938571 14437440 297682 676529 14640889 13760911 X TO BUILD AN AMERICAN EDUCATION SYSTEM THAT EQUIPS EVERY CHILD TO ACHIEVE THEIR GOD-GIVEN POTENTIAL. 0 0 1490563 10778 190637 HOSTED THE SEVENTH ANNUAL NATIONAL SUMMIT ON EDUCATION REFORM WHICH CONVENED EDUCATION STAKEHOLDERS FROM ACROSS AMERICA AND AROUND THE WORLD TO SHARE STRATEGIES TO IMPROVE THE QUALITY OF EDUCATION FOR ALL CHILDREN. 3438174 7855 EXCELINED'S OUTREACH PROGRAM RAISES PUBLIC AWARENESS FOR EDUCATION REFORM POLICIES, THEIR IMPACT AND ISSUES AFFECTING AMERICAN K-12 EDUCATION. OUR 2014 EFFORTS INCLUDED A COMMUNICATIONS AND OUTREACH INITIATIVE CALLED "LEARN MORE. GO FURTHER." WITHIN THE STATE OF FLORIDA DESIGNED TO PREPARE FLORIDA FOR THE TRANSITION TO NEW STANDARDS AND TESTS. THE COMPREHENSIVE OUTREACH AND COMMUNICATIONS CAMPAIGN INCLUDED BROADCAST, ONLINE, DIGITAL AND SOCIAL MEDIA TO SHARE FLORIDA'S PROGRESS IN EDUCATION REFORM, RESULTS FOR STUDENTS, TEACHERS AND SCHOOLS, AND TO RAISE AWARENESS FOR HIGHER STANDARDS AND ASSOCIATED TESTS BEING IMPLEMENTED IN FLORIDA'S SCHOOLS. 3260337 33667 1471 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. 2014 PROGRAM HIGHLIGHTS INCLUDE: -ENGAGED IN 33 STATES TO DEVELOP AND IMPLEMENT STUDENT-CENTERED POLICIES; 29 POLICIES ON EXCELINED'S REFORM AGENDA WERE ADOPTED IN 12 STATES IN 2014. -CONTINUED TO DEVELOP STATE POLICIES THAT CREATE A HIGH-QUALITY LEARNING ENVIRONMENT THROUGH THE DIGITAL LEARNING NOW! INITIATIVE (DLN). WORK IN 2014 INCLUDED PUBLISHING THREE WHITE PAPERS IN THE DLN SMART SERIES; PRODUCING THE 2013 DLN STATE REPORT CARD ALONG WITH INDIVIDUAL ANALYSES FOR ALL 50 STATES; ENHANCING COURSE ACCESS POLICIES BY FORMING A MULTI-STATE COURSE ACCESS COALITION AND PUBLISHING TWO WHITE PAPERS; CO-CHAIRING THE ASPEN INSTITUTE TASK FORCE ON LEARNING AND THE INTERNET, IN SUPPORT OF COMPETENCY-BASED LEARNING, HIGHER STATE STANDARDS AND STRENGTHENING STUDENT DATA PRIVACY.-PROVIDED EXPERT TESTIMONY ON SEVEN OCCASIONS IN FIVE STATES AND PRESENTED AT MORE THAN 100 SPEAKING ENGAGEMENTS ACROSS THE COUNTRY. -COLLABORATED WITH MORE THAN 100 PARTNERS. 1568884 593652 PROGRAM SUPPORT FOR CHIEFS FOR CHANGE, A COALITION OF REFORM-MINDED CHIEF STATE SCHOOL OFFICERS. 141470 51180 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. 1200452 THE ADVOCACY PROGRAM SUPPORTS STATES WITH CUSTOMIZED, STRATEGIC SUPPORT TO POLICYMAKERS AND REFORM ADVOCATES AS THEY UNDERTAKE BOLD EDUCATION REFORM TO BENEFIT THEIR STUDENTS. 2910806 644832 11099880 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 1 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 41 0 1 72 1 0 0 0 0 0 1 1 0 0 0 0 X 11 11 1 1 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 1 0 AL AK AR CA CT 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 X PAMELA GRIGGS 8503914090 215 SOUTH MONROE STREET NO 420 TALLAHASSEE FL 32301 JOHN E BUSH PRESIDENT 8.00 1.00 X X 0 0 0 F PHILIP HANDY SECRETARY 4.00 1.00 X X 0 0 0 WILLIAM E OBERNDORF TREASURER 1.00 X X 0 0 0 REGINALD J BROWN DIRECTOR 1.00 X 0 0 0 WILLIAM SIMON DIRECTOR 1.00 X 0 0 0 BRIAN S YABLONSKI DIRECTOR 1.00 X 0 0 0 CESAR CONDE DIRECTOR 1.00 X 0 0 0 JOEL I KLEIN DIRECTOR 1.00 X 0 0 0 ELIZABETH DEVOS DIRECTOR 1.00 1.00 X 0 0 0 LAURENE P JOBS DIRECTOR 1.00 X 0 0 0 CONDOLEEZZA RICE DIRECTOR 1.00 X 0 0 0 CHARLES R SCHWAB DIRECTOR 1.00 X 0 0 0 PATRICIANNA LEVESQUE CEO 30.00 1.00 X 316372 15278 4686 PAMELA M GRIGGS DIRECTOR OF FINANCE FROM 4/1 28.00 7.00 X 16545 0 523 CARRIE A JENKINS CFO THROUGH 3/31 27.00 7.00 X 15824 0 2256 FONDA L ANDERSON CHIEF DEVELOPMENT OFFICER 32.00 7.00 X 182709 30213 11744 CLIFTON M LADNER SENIOR ADVISOR OF POLICY A 40.00 X 163300 16287 21881 LYDIA LOGAN MANAGING DIRECTOR OF CHIEF 40.00 X 167038 0 10443 JOHN BAILEY VP OF POLICY 39.00 1.00 X 169590 63333 13313 MATHEW BAHL VP OF STRATEGY & PLANNING 21.00 12.00 X 126616 6008 9320 LOWELL MATTHEWS JR FORMER POLICY DIRECTOR 40.00 X 116752 0 20485 CHRISTY L SANDBERG FORMER SENIOR POLICY FELLOW 38.00 X 115518 0 14910 1390264 131119 109561 10 1 1 1 REVOLUTION AGENCY 1020 PRINCESS STREET ALEXANDRIA VA 22314 BROADCAST MEDIA & PROJECT SUPPORT 2591547 PASTOREK PARTNERS LLC 8913 DARBY LANE RIVER RIDGE LA 70123 PROGRAM MANAGEMENT CONSULTING 305827 GETTING SMART 1600B SW DASH POINT RD 311 FEDERAL WAY WA 98023 DIGITAL LEARNING CONSULTING 238127 WHITEBOARD ADVISORS PO BOX 904147 CHARLOTTE NC 28290 RESEARCH AND POLICY CONSULTING 164483 NELSON MULLINS RILEY & SCARBOROUGH LLP POST OFFICE DRAWER 11009 COLUMBIA SC 29211 RESEARCH & POLICY CONSULTING 145459 6 74950 2500 11315245 11392695 NATIONAL SUMMIT 900099 190637 190637 190637 165194 165194 12 12 285906 141225 144681 144681 144681 0 74950 9715 -9715 -9715 OTHER INCOME 900099 1459 1459 1459 11884963 192108 0 300160 633507 633507 63625 63625 260800 175216 70010 15574 4427872 3465841 634642 327389 137500 121676 7400 8424 358752 296871 42854 19027 305410 248704 37741 18965 119297 57781 48323 13193 38024 1600 36308 116 1500 1500 46203 46203 1254104 1253119 985 2130494 2130494 112008 92262 8640 11106 107378 75840 27356 4182 391054 332270 57097 1687 98167 62907 10303 24957 379848 379848 1207558 1184437 20627 2494 22707 21280 -121 1548 13798 10723 2412 663 COMMUNICATIONS 499229 490379 3022 5828 12608835 11099880 1053802 455153 2298292 304650 5450247 4249335 13696 70286 60155 59840 71500 101029 108251 39914 67047 68337 6930713 9544529 46921 39434 14938571 14437440 297682 665029 11500 297682 676529 X 2383531 7077910 12257358 6683001 14640889 13760911 14938571 14437440 X -723872 -156103 -3 X X 0 1 X 1 0 X 6094297 8483334 9972454 11409393 11583332 47542810 6094297 8483334 9972454 11409393 11583332 47542810 21163811 26378999 7613 10378 84196 62866 309875 474928 4842 38 1471 6351 48024089 0.54930 0.56330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25 15348 15373 12593462 12608835 780442 195111 0 0 346523 669340 780442 1796305 2694458 2016 12533 15373 29922 86631 167335 195111 449077 673616 25 25 108251 39914 68337 68337 SHORT TERM INVESTMENTS - U.S. TREASURIES 23173 F FIXED INCOME SECURITIES - ETFS 6221937 F OTHER INVESTMENTS 5108 F MUTUAL FUNDS 3294311 F 9544529 X 11884582 -156103 146007 -10096 11894678 -9715 -9715 11884963 12764560 146007 9718 155725 12608835 0 12608835 PART X, LINE 2: THE ORGANIZATION HAS IMPLEMENTED ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FASB ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF DECEMBER 31, 2014, THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE INCOME TAX RETURNS OF THE ORGANIZATION FOR 2011, 2012 AND 2013 ARE OPEN TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSE -9,715. PART XII, LINE 2D - OTHER ADJUSTMENTS: ROUNDING 3. FUNDRAISING EVENT EXPENSE 9,715. ARTS FOR LIFE 74950 74950 8701 1014 74950 74950 8701 1014 9715 -9715 1 TENNESSEE DEPARTMENT OF EDUCATION 6TH FL ANDREW JOHNSON TOWER710 JAMES ROBERTSON PKWY NASHVILLE TN 37243 N/A 5305 PUBLIC INFORMATION GRANT NEW MEXICO PUBLIC EDUCATION DEPARTMENT 300 DON GASPAR SANTA FE NM 87501 N/A 105338 PUBLIC INFORMATION GRANT NEW JERSEY DEPARTMENT OF EDUCATION PO BOX 500 TRENTON NJ 086250500 N/A 156076 PUBLIC INFORMATION GRANT DELAWARE DEPARTMENT OF EDUCATION THE TOWNSEND BUILDING 401 FEDERAL STREET SUITE 2 DOVER DE 199013639 N/A 150000 PUBLIC INFORMATION GRANT IDAHO STATE DEPARTMENT OF EDUCATION 650 WEST STATE STREET BOISE ID 837200027 N/A 181499 PUBLIC INFORMATION GRANT RENNZER INC 203 AMBERFIELD LANE GAITHERSBURG MD 20878 272370228 N/A 12000 MY SCHOOL INFORMATION DESIGN CHALLENGE CONTEST AWARD COLLABORATIVE COMMUNICATIONS 1029 VERMONT AVE NW 9TH FLOOR WASHINGTON DC 20005 522279378 N/A 19000 MY SCHOOL INFORMATION DESIGN CHALLENGE CONTEST AWARD BUFFALO SCHOLARSHIPS 251 BUFFALO TRAIL THE VILLAGES FL 32162 204450548 N/A 5000 DONATION 5 3 ARTS FOR LIFE 25 50000 865 COST SCHOLARSHIPS AND AWARDS FOR ARTS FOR LIFE WINNERS NATIONAL SUMMIT 800 2641 COST COINS FOR SUMMIT ATTENDEES NATIONAL SUMMIT 850 462 COST STYLUS PENS FOR SUMMIT ATTENDEES DIGITAL LEARNING NOW 25 667 COST BOOKS GIVEN TO DLN WORKSHOP ATTENDEES NATIONAL SUMMIT 800 7675 COST BOOKS GIVEN TO SUMMIT ATTENDEES POLICY 1 1000 COST MY SCHOOL INFORMATION DESIGN CHALLENGE CONTEST WINNER ARTS FOR LIFE 2 315 COST FIGURINES 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. X 1 1 X X X 0 1 0 0 0 0 0 0 0 PATRICIANNA LEVESQUE CEO 180270 15278 71602 0 64500 0 4686 0 0 0 321058 15278 0 0 FONDA L ANDERSON CHIEF DEVELOPMENT OFFICER 182580 30213 129 0 0 0 5497 906 5341 0 193547 31119 0 0 CLIFTON M LADNER SENIOR ADVISOR OF POLICY A 163188 16287 112 0 0 0 4899 0 16982 0 185181 16287 0 0 LYDIA LOGAN MANAGING DIRECTOR OF CHIEF 166937 0 101 0 0 0 5102 0 5341 0 177481 0 0 0 JOHN BAILEY VP OF POLICY 129482 63333 108 0 40000 0 3758 1900 7655 0 181003 65233 0 0 LOWELL MATTHEWS JR FORMER POLICY DIRECTOR 116644 0 108 0 0 0 3503 0 16982 0 137237 0 0 0 CHRISTY L SANDBERG FORMER SENIOR POLICY FELLOW 115410 0 108 0 0 0 3480 0 11430 0 130428 0 0 0 PART I, LINE 1A TRAVEL PROVIDED TO BOARD MEMBERS VALUED AT $64,240 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 EACH PATRICIANNA LEVESQUE AND JOHN BAILEY INCLUDE CONTRIBUTIONS TO A 457(F) PLAN. FORM 990, SCHEDULE J, PAGE 3, PART III PAM GRIGGS AND CARRIE JENKINS WERE PAID OFFICERS AND SHARED EMPLOYEES OF AN UNRELATED 501(C)4 ORGANIZATION, FOUNDATION FOR FLORIDA'S FUTURE, WHICH WAS REIMBURSED FOR COMPENSATION ATTRIBUTED TO SHARED TIME. PATRICIANNA LEVESQUE CEO 117964 REIMBURSEMENTS - PATRICIANNA LEVESQUE WAS A PAID OFFICER OF A RELATED ORGANIZATION, EXCELLENCE IN EDUCATION NATIONAL, INC. (EXCEL NATIONAL). FOR 2014, EXCEL NATIONAL REIMBURSED $117,964 TO THE FOUNDATION FOR PERSONNEL SERVICES. 0 PATRICIANNA LEVESQUE CEO 562660 REIMBURSEMENTS - PATRICIANNA LEVESQUE WAS A PAID OFFICER OF AN UNRELATED ORGANIZATION, FOUNDATION FOR FLORIDA'S FUTURE INC. (FFF). FOR 2014 THE FOUNDATION REIMBURSED $562,660 TO FFF FOR PERSONNEL SERVICES. 0 FORM 990, PART VI, SECTION A, LINE 2 PATRICIANNA LEVESQUE, CARRIE JENKINS (THROUGH 3/31), AND PAMELA GRIGGS (FROM 4/1) WERE OFFICERS OF EXCELLENCE IN EDUCATION NATIONAL, FOUNDATION FOR FLORIDA'S FUTURE, AND FOUNDATION FOR EXCELLENCE IN EDUCATION. FORM 990, PART VI, SECTION A, LINE 3 DURING THE CHIEFS FOR CHANGE TRANSITION TO AN INDEPENDENT ORGANIZATION, THE FOUNDATION HELD A CONTRACT WITH PASTOREK PARTNERS, LLC FOR MANAGEMENT DUTIES ENABLING CHIEFS FOR CHANGE TO PLAN AND GOVERN LEADING UP TO THEIR FULL INDEPENDENCE BY THE END OF 2014. FORM 990, PART VI, SECTION A, LINE 4 EXCELINED'S BYLAWS WERE REVISED ON 11/19/14. THIS REVISION UPDATES THE ADMINISTRATIVE DUTIES AND RESPONSIBILITIES OF THE DIRECTORS AND OFFICERS. THE REVISED BYLAWS DO NOT RESTRICT OR CHANGE THE POWERS OR DUTIES OF THE BOARD NOR DO THEY CHANGE THE MANNER OR METHOD BY WHICH THE BOARD CONDUCTS ITS BUSINESS. FORM 990, PART VI, SECTION B, LINE 11 REVIEWED BY ACCOUNTING, LEGAL, AND ADMINISTRATION 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 COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS DISTRIBUTED ON AN ANNUAL BASIS AND PHYSICALLY 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 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, THE COMPENSATION AND ADMINISTRATION COMMITTEE MEET TO ANALYZE THE SALARIES OF THE TOP LEVEL EMPLOYEES AND ARE PROVIDED A COMPARISON OF THEIR SALARIES AGAINST SIMILAR ORGANIZATIONS AS WELL AS THE PERFORMANCE APPRAISAL OF THE EMPLOYEE AND SALARY RECOMMENDATIONS, IF ANY. FORM 990, PART VI, SECTION C, LINE 18 AVAILABLE UPON REQUEST. FORM 990S ARE ALSO AVAILABLE ON GUIDESTAR.ORG. THE 3 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 -3. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S BOARD OF DIRECTORS IS RESPONSIBLE FOR SELECTION OF AN INDEPENDENT ACCOUNTANT AND OVERSIGHT OF THE AUDIT OF FINANCIAL STATEMENTS. EXCELLENCE IN EDUCATION NATIONAL INC 215 S MONROE ST STE 420 TALLAHASSEE FL 32301 463332269 LOBBYING TO PROMOTE 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 O 117964 COST