2026-01-21T15:59:34-06:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 4501 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 341033548 990 2024-07-01 650230582 EDUCATION FOUNDATION OF COLLIER COUNTY INC EDUC 2396434755 3606 ENTERPRISE AVENUE 150 NAPLES FL 34104 ERIC WILLIAMS PRESIDENT & CEO 2396434755 2025-11-24 1 1 AMELIA COOPER P00437898 2392628686 2025-11-20 2024 2025-03-06 01:10:19Z ERIC WILLIAMS 3606 ENTERPRISE AVENUE 150 NAPLES FL 34104 6545154 0 X WWW.CHAMPIONSFORLEARNING.ORG X 1990 FL SERVE AS A CATALYST FOR EDUCATIONAL SUCCESS, (CONTINUED ON SCHEDULE O) BY INVESTING IN COLLIER'S STUDENTS AND EDUCATORS. 17 16 26 445 0 0 3155182 6172011 596391 126165 78151 142258 -291279 -240830 3538445 6199604 747341 452958 0 0 2354806 1689444 0 0 433300 1330838 731812 4432985 2874214 -894540 3325390 7087010 10847717 141536 62583 6945474 10785134 X THE MISSION OF THE EDUCATION FOUNDATION OF COLLIER COUNTY, ALSO KNOWN AS CHAMPIONS FOR LEARNING, IS TO SERVE AS A CATALYST FOR EDUCATIONAL SUCCESS BY INVESTING IN COLLIER'S STUDENTS AND EDUCATORS. THIS MISSION IS REFLECTED (CONTINUED ON SCHEDULE O)IN THEIR COMMITMENT TO CREATING LIFE-CHANGING EARNING EXPERIENCES FOR EVERY STUDENT AND SUPPORTING EDUCATORS TO ENSURE THE HIGHEST IMPACT LEARNING EXPERIENCES FOR EVERY CHILD. THEY FOCUS ON EMPOWERING STUDENTS TO CHOOSE AND NAVIGATE THEIR OWN PATHS TO SUCCESS AND PROVIDING EDUCATORS WITH THE SUPPORT AND RESOURCES TO EXPERIENCE PROFESSIONAL SUCCESS 0 0 1459376 126165 STUDENT PROGRAMS:STUDENT PROGRAMS INCLUDE TWO COMPLEMENTARY SPHERES: COLLEGE/CAREER ACCESS AND OCCUPATION-BASED LEARNING/SKILL-BUILDING AND ARE DESIGNED TO EQUIP AND PREPARE STUDENTS FOR THEIR FUTURE LEARNING AND CAREER GOALS. THE COLLEGE AND CAREER PREPARATION PROGRAM INTRODUCES 9TH AND 10TH GRADE STUDENTS TO THE VARIOUS OPTIONS THAT ARE AVAILABLE TO THEM POST-GRADUATION, INCLUDING TECHNICAL CAREER PATHS AND A BROAD RANGE OF POST-SECONDARY EDUCATION OPPORTUNITIES, AND THEN INCORPORATES MORE VIGOROUS WORKSHOPS AND WORKING LAB SESSIONS FOR 11TH AND 12TH GRADE STUDENTS TO GAIN VALUABLE EXPERIENCE IN HOW TO NAVIGATE THE COLLEGE ADMISSIONS AND FINANCIAL AID PROCESSES, BUILD LEADERSHIP AND FOUNDATIONAL SKILLS, (CONTINUED ON SCHEDULE O)AND DEVELOP PERSONALIZED ROADMAPS TO NOT ONLY ACHIEVE POST-SECONDARY CREDENTIALS AND/OR DEGREE ATTAINMENT BUT TO DO SO AS CLOSE TO DEBT FREE AS POSSIBLE. TAKE STOCK IN CHILDREN IS AN ACADEMICALLY FOCUSED MENTORING PROGRAM FOR HIGH SCHOOL STUDENTS WHO COME FROM HOUSEHOLDS CLASSIFIED AS LOW INCOME THAT ENGAGES VOLUNTEER MENTORS WHO MEET WITH STUDENTS REGULARLY DURING THE SCHOOL YEAR AND PROVIDE GUIDANCE, MOTIVATION, SUPPORT, AND ROLE-MODELING TO GROW THE MENTEES' LIFE SKILLS. 764931 452958 EDUCATOR PROGRAMS:EDUCATOR PROGRAMS ARE DESIGNED TO VALUE, EMPOWER, AND SUPPORT EDUCATORS ACROSS TRADITIONAL PUBLIC, CHARTER, AND PRIVATE SCHOOLS TO EXPERIENCE PROFESSIONAL SUCCESS. THE CLASSROOM GRANTS PROGRAM IS A COMPETITIVE GRANT APPLICATION PROCESS WHICH PROVIDES AWARDED EDUCATORS WITH FUNDING FOR CLASSROOM SUPPLIES OR EQUIPMENT, LOCAL FIELD TRIPS, ENRICHMENT ACTIVITIES, SCHOOL-WIDE INITIATIVES, AND OTHER INNOVATIVE CLASSROOM PROJECTS NOT COVERED UNDER THE SCHOOL'S BUDGET THAT ENCOURAGE DEEPER LEARNING AND ENGAGEMENT FOR STUDENTS. GOLDEN APPLE IS AN EDUCATOR RECOGNITION PROGRAM THAT UNITES THE COMMUNITY IN HONORING AND CELEBRATING A SELECT COHORT OF TEACHERS EACH SCHOOL YEAR WHO EXEMPLIFY TEACHING EXCELLENCE. 50653 COMMUNITY ENGAGEMENT:RECOGNIZED AS THE EDUCATION FOUNDATION SERVING COLLIER COUNTY BY THE CONSORTIUM OF FLORIDA EDUCATION FOUNDATIONS, CHAMPIONS FOR LEARNING SERVES AS A UNIFYING FORCE WITHIN THE COMMUNITY BY DRIVING COLLECTIVE ACTION TOWARDS THE COMMON GOAL OF STUDENT AND EDUCATOR SUCCESS. TO CARRY OUT OUR WORK, CHAMPIONS FOR LEARNING PARTNERS WITH SEVERAL STATE-WIDE NETWORKS, ALONG WITH COUNTLESS LOCAL COMMUNITY NONPROFITS, BUSINESSES, AND VOLUNTEERS. CHAMPIONS FOR LEARNING IS COMMITTED TO WORKING CLOSELY WITH COLLIER COUNTY PUBLIC SCHOOLS, ENSURING THAT WE ARE MEETING THE UNIQUE NEEDS OF OUR SCHOOL DISTRICT THROUGH OUR PROGRAMMING. WE HELP FACILITATE COLLIER COUNTY PUBLIC SCHOOL'S HIGH SCHOOL ENTREPRENEURSHIP PROGRAM, (CONTINUED ON SCHEDULE O)WHICH OFFERS UNIQUE CLASSES WHERE STUDENTS COLLABORATE IN TEAMS TO DEVELOP A VIABLE AND MARKETABLE PRODUCT OR SERVICECHAMPIONS FOR LEARNING RECRUITS, TRAINS, AND RETAINS VOLUNTEERS, MANY OF WHOM ARE EITHER CURRENT OR RETIRED BUSINESS PROFESSIONALS IN THE COMMUNITY, AS MENTORS, COACHES, AND JUDGES FOR THE PROGRAM. AS A VOLUNTEER-DRIVEN ORGANIZATION, WE RELY ON NEARLY 450 INDIVIDUALS WHO GIVE THEIR TIME, DEDICATING OVER 6,700 HOURS TO SUPPORT STUDENTS AND EDUCATORS. 2274960 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 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 26 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X ERIC WILLIAMS 2396434755 3606 ENTERPRISE AVE SUITE 150 NAPLES FL 34104 WILLIAM LUTZ IMMEDIATE PAST CHAIR 5.00 X X 0 0 0 MARTHA ROZMAN CHAIR 5.00 X X 0 0 0 BRUCE MOUSA VICE CHAIR 5.00 X X 0 0 0 DENISE MURPHY SECRETARY 5.00 X X 0 0 0 ROGER LIPITZ TREASURER 5.00 X X 0 0 0 CORKY CARLSEN DIRECTOR 5.00 X 0 0 0 SERGE ECITYAN DIRECTOR 5.00 X 0 0 0 DR DELLA BURT-BRADLEY DIRECTOR 5.00 X 0 0 0 JANET PERNA DIRECTOR 5.00 X 0 0 0 GARY PERSONETTE DIRECTOR 5.00 X 0 0 0 JERRY BROWN DIRECTOR 5.00 X 0 0 0 JESSE ROBERTS DIRECTOR 5.00 X 0 0 0 STEPHANIE LUCARELLI DIRECTOR 5.00 X 0 0 0 TIM CAWLEY DIRECTOR 5.00 X 0 0 0 DR LESLIE RICCIARDELLI DIRECTOR 5.00 X 0 0 0 CAROL WINDFELDT DIRECTOR 5.00 X 0 0 0 BARBARA EVANS CEO/PRESIDENT THROUGH 04/25 40.00 X 172954 0 17574 STEPHANIE VIVIANO CHIEF FINANCIAL OFFICER 40.00 X 110676 0 14531 CYNTHIA NELSON CHIEF DEVELOPMENT OFFICER 40.00 X 127812 0 13643 411442 0 45748 3 0 1 0 0 1027909 11333 5132769 750 6172011 PROGRAM SERVICE FEES 611710 126165 126165 126165 123688 123688 18570 0 18570 18570 18570 104720 1027909 345550 -240830 -240830 6199604 126165 0 -98572 20000 20000 432958 432958 530611 410527 29888 90196 853531 660364 48078 145089 25874 20019 1457 4398 166579 128880 9383 28316 112849 87309 6357 19183 22445 22445 95340 77297 5692 12351 66413 41539 304 24570 52206 23870 2265 26071 110974 61588 20130 29256 100770 78001 5806 16963 34206 32307 348 1551 41265 36590 4675 102511 79349 5906 17256 46136 35712 2658 7766 GENERAL MATERIALS 23206 19698 1 3507 AWARDS AND RECOGNITION 14754 14656 98 DUES AND SUBSCRIPTIONS 7160 6219 65 876 LICENSING FEES 429 429 13997 8077 67 5853 2874214 2274960 165954 433300 2138999 2407123 116933 35110 51839 45115 2605029 809137 1898404 1795892 2880835 6564477 7087010 10847717 141536 62583 141536 62583 X 3979732 4588453 2965742 6196681 6945474 10785134 7087010 10847717 X 3325390 514270 X 0 1 X 1 0 X 3870298 3815534 4800007 3155182 6172011 21813032 3870298 3815534 4800007 3155182 6172011 21813032 2816058 18996974 7077 7639 57294 78227 123688 273925 22086957 734192 0.86010 0.99130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 2500000 2500000 1.00000 0 0 2100189 417310 1682879 211957 181364 30593 292883 210463 82420 1795892 PREPAID SCHOLARSHIPS 1519195 BENEFICIAL INTEREST IN INVESTMENTS 5045282 6564477 X 6492559 83940 209015 292955 6199604 0 6199604 2958154 83940 83940 2874214 0 2874214 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). THE FOUNDATION IS A NONPROFIT FLORIDA CORPORATION AND IS NOT SUBJECT TO STATE INCOME TAXES. AS SUCH, ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 512(A)(1) OF THE IRC IS SUBJECT TO FEDERAL INCOME TAX. MANAGEMENT IS NOT AWARE OF ANY ACTIVITIES THAT COULD JEOPARDIZE THE FOUNDATION'S TAX-EXEMPT STATUS. 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. THE FOUNDATION'S FORM 990, RETURN OF FOUNDATION EXEMPT FROM INCOME TAX, FOR THE YEARS 2021, 2022, 2023 AND 2024 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS), GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. AS A RESULT OF THE APPLICATION, THE FOUNDATION WAS NOT REQUIRED TO RECOGNIZE A LIABILITY FOR UNRECOGNIZED TAX BENEFITS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FL PREPAID SCHOLARSHIPS 209,015. NIGHT FOR CHAMPIONS 1065373 960653 104720 200989 78758 GOLDEN APPLE 67256 67256 21885 43918 1132629 1027909 104720 222874 122676 345550 -240830 1 NORTH NAPLES CHURCH 591383829 7500 0 MUSIC EDUCATION SUPPORT COLLIER COMMUNITY FOUNDATION 592396243 12500 0 SCHOOL AND CLASSROOM ENRICHMENT 2 TEACHERS AND SCHOOL BASED GRANTS 340 305472 BOOK SCHOOL AND CLASSROOM ENRICHMENT 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 X X 1 0 0 0 0 0 0 0 0 BARBARA EVANS CEO/PRESIDENT THROUGH 04/25 172954 0 0 0 0 0 7340 0 10234 0 190528 0 0 0 PART I, LINE 4A BARBARA EVANS RECEIVED SEVERANCE PAY IN THE FORM OF SALARY FOR THREE MONTHS AFTER HER LAST DATE OF EMPLOYMENT - APRIL 25, 2025 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 COMPENSATION 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 & CEO. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. 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 XI, LINE 9: CHANGE IN VALUE SPLIT INTEREST AGREEMENT 305,255. FL PREPAID SCHOLARSHIPS CHANGE NET OF USAGE 209,015.