2014-11-13T14:52:57-06:00 2014-06-30 592840381 Phillips Harvey Group 801 Laurel Oak Drive Suite 303 Naples FL 341082764 990 2013-07-01 650230582 The Education Foundation of Collier County Inc EDUC 2396434755 3606 Enterprise Avenue 150 Naples FL 34104 Susan McManus President 2396434755 2014-11-13 1 Nathan A Phillips CPA P00189856 2395661600 2013 2015-11-30 17:44:51Z Susan McManus 3606 Enterprise Ave Suite 150 Naples FL 34104 2400338 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 bring our community together to invest in innovative practices that enrich the environment for student learning. 24 24 15 500 0 0 2066161 2218515 1832 1094 1602 11041 46832 60278 2116427 2290928 153879 191005 0 0 676132 756356 0 0 143737 977051 1038383 1807062 1985744 309365 305184 3438949 3799770 13905 18106 3425044 3781664 X Founded in 1990, The Education Foundation of Collier County is an independent not-for-profit 501(c)(3) Organization whose purpose is to bring our community together to invest in innovative practices that enrich the environment for student learning. 0 0 295441 381000 Educator Programs that support and recognize educators. Examples of such include the Golden Apple Teacher Recognition Program, Professional Development Opportunities. 443538 571987 Take Stock in Children scholarship and mentoring program. Take Stock in Children is a statewide program that helps deserving children from low-income families achieve academic and personal success through scholarships and mentor support. An extensive network of early intervention and long term support led by a local partnership of schools, businesses, agencies is put into place to guide the student. It is backed by strong parental involvement and community investment. The Take Stock program makes a multi-year commitment to children, providing a comprehensive array of services from the time they enter the program in eighth grade through their graduation from college or vocational school. There are several components behind the success of the program: selection, contract, mentors, student support, scholarship. An explanation of each component can be found at: http://www.educationforcollier.org/ 527243 191005 527243 Scholarships and Grants for Classroom and school based projects. Examples of such are Connect With a Classroom Grants, Lucie Jenny MacCarthy Music Grants, Family Literacy Grants. Additional Descriptions of each program service can be found at: http://www.educationforcollier.org/ 454090 738284 454090 738284 1720312 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 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 1 0 1 15 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X Susan McManus 2396434755 3606 Enterprise Ave 150 Naples FL 34104 Jim Hoppensteadt Chair 5.00 X X 0 0 0 Dianne Mayberry-Hatt Immediate Past Chair 5.00 X X 0 0 0 John Brooks Vice Chair 5.00 X X 0 0 0 Kathy Connelly Vice Chair 5.00 X X 0 0 0 Dick Munro Vice Chair 5.00 X X 0 0 0 Keith Walker Treasurer 5.00 X X 0 0 0 Brad Galbraith Secretary 5.00 X X 0 0 0 Susan McManus President 40.00 X X 91450 0 5485 Carol Boyd Board of Director 5.00 X 0 0 0 Steve Brinkert Board of Director 5.00 X 0 0 0 Andrew Buschle Board of Director 5.00 X 0 0 0 Mary Cone Board of Director 5.00 X 0 0 0 Lynn Yaeger Davidson Board of Director 5.00 X 0 0 0 Brian Hamman Board of Director 5.00 X 0 0 0 Hunter Hansen Board of Director 5.00 X 0 0 0 Sharon Hood Board of Director 5.00 X 0 0 0 Jim Lintzenich Board of Director 5.00 X 0 0 0 Peter Manion Board of Director 5.00 X 0 0 0 Greg Pasanen Board of Director 5.00 X 0 0 0 Dr Kamela Patton Board of Director 5.00 X 0 0 0 Gary Personette Board of Director 5.00 X 0 0 0 Roy Terry Board of Director 5.00 X 0 0 0 George Walters Jr Board of Director 5.00 X 0 0 0 Trudy Weisberg Board of Director 5.00 X 0 0 0 91450 0 5485 0 0 0 0 0 2218515 683551 2218515 Other income 900099 1094 1094 1094 11041 11041 169688 109410 60278 60278 2290928 0 0 72413 191005 191005 110962 80747 11973 18242 532207 387287 57425 87495 57756 42029 6232 9495 55431 40337 5981 9113 216 216 2352 2352 1183 1183 6654 6654 634 634 Literacy and Grants 336238 336238 Take in Stock Children 233347 233347 Educator Programs 186828 186828 Community Engagement 161451 161451 109480 61043 29045 19392 1985744 1720312 121695 143737 532450 448754 235668 113717 5699 4237 119814 111967 7594 7847 2657538 3225215 3438949 3799770 13905 18106 13905 18106 X 176297 223973 3065284 3374228 183463 183463 3425044 3781664 3438949 3799770 305184 51436 0 X 0 1 X 1 0 X 1565288 1945977 1835044 2006161 2218515 9570985 175827 144188 139444 142997 169688 772144 1741115 2090165 1974488 2149158 2388203 10343129 0 0 0 10343129 10405 11120 1808 1602 11041 35976 10405 11120 1808 1602 11041 35976 1832 1094 2926 1751520 2101285 1976296 2152592 2400338 10382031 0.99630 0.99730 0.00350 0.00250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 183463 20847 1859 202451 83313 100150 183463 83313 83313 133313 8666 -50000 -7685 -981 83313 133313 133313 0.09380 0.90620 1 0 119814 111967 7847 7847 Prepaid Scholarships 3022764 Community Foundation Endowment 202451 3225215 2342364 51436 51436 2290928 0 2290928 1985744 0 1985744 0 1985744 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, 2014 the following items were permanently restricted net assets: Dellora and Norris Foundation: $100,000 State of Florida $12,500 Northern Trust $10,000 Strong Roots Campaign $15,000 Other Misc $45,963 Total permanently restricted funds $183,463 Men of Distinction 125853 125853 87253 Heart of the Apple 31487 31487 20801 12348 12348 1356 169688 169688 109410 109410 60278 1 Scholarships 140 191005 Book X Florida Prepa 1 325271 Fair Market Value X Venue/Food/Pr 192 108274 Fair Market Value X Florida Gulf 1 80395 Fair Market Value X Naples Daily 1 60591 Fair Market Value X Hilton Naples 1 29009 Fair Market Value X e Bella Magaz 1 28026 Fair Market Value X Octagon - Ace 1 19000 Fair Market Value X Naples Illust 1 17630 Fair Market Value X Gamber, Tom 1 15355 Fair Market Value 0 1 0 Form 990, Part VI, Section B, line 11 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.educationforcollier.org