2024-11-11T14:19:53-06:00 2023-12-31 721396621 CARR RIGGS & INGRAM LLC 2633 CENTENNIAL BLVD STE 200 TALLAHASSEE FL 32308 990 2023-01-01 260615175 FOUNDATION FOR EXCELLENCE IN EDUCATION INC FOUN 8503914090 215 SOUTH MONROE STREET NO 710 TALLAHASSEE FL 32301 PATRICIANNA LEVESQUE CEO 8503914090 2024-11-06 1 1 MICHAEL C CARTER P00292302 8508788777 2023 2024-10-15 13:58:12Z PATRICIANNA LEVESQUE 215 SOUTH MONROE STREET NO 710 TALLAHASSEE FL 32301 17844851 0 X WWW.EXCELINED.ORG X 2007 FL BUILDING A FUTURE WHERE STUDENT-CENTERED EDUCATION UNLOCKS LIFELONG OPPORTUNITY AND SUCCESS 12 12 81 12 0 0 20931445 9223596 616563 1267706 349005 370459 941 29 21897954 10861790 231569 40263 0 0 6675560 7497717 0 0 573775 2663562 3752983 9570691 11290963 12327263 -429173 26810690 26995781 1648007 1211058 25162683 25784723 BUILDING A FUTURE WHERE STUDENT-CENTERED EDUCATION UNLOCKS LIFELONG OPPORTUNITY AND SUCCESS FOR EACH AND EVERY CHILD. 0 0 7189000 12500 840387 POLICYEXCELINED'S EDUCATION POLICY PROGRAMS ENSURE THAT MORE STUDENTS HAVE EDUCATIONAL CHOICE, MORE CHILDREN ARE READING ON GRADE LEVEL, STUDENTS ARE BETTER PREPARED FOR COLLEGE AND CAREER, AND ACADEMIC ACHIEVEMENT IS RISING. 2044383 427348 NATIONAL SUMMIT ON EDUCATIONEXCELINED HOSTED THE 2023 NATIONAL SUMMIT ON EDUCATION, WHICH CONVENED NEARLY 1,000 STATE AND NATIONAL LEADERS TO EXCHANGE RESULTS-BASED POLICY SOLUTIONS AND STRATEGIES THAT ARE SHAPING PUBLIC POLICY AND TRANSFORMING EDUCATION SYSTEMS ACROSS THE COUNTRY. 101144 27763 ARTS FOR LIFEARTS 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. 9334527 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 1 62 0 1 81 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 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 PAMELA GRIGGS 8503914090 215 SOUTH MONROE STREET NO 710 TALLAHASSEE FL 32301 JOHN E BUSH PRESIDENT 5.00 1.00 X X 0 0 0 F PHILIP HANDY TREASURER 1.00 1.00 X X 0 0 0 ALLAN HUBBARD SECRETARY 1.00 X X 0 0 0 JANET AYERS DIRECTOR 1.00 X 0 0 0 REGINALD J BROWN DIRECTOR 1.00 X 0 0 0 ERIC CANTOR DIRECTOR 1.00 1.00 X 0 0 0 CHRISTOPHER CERF DIRECTOR 1.00 X 0 0 0 GARY R CHARTRAND DIRECTOR 1.00 1.00 X 0 0 0 DEE B HASLAM DIRECTOR 1.00 1.00 X 0 0 0 JOEL I KLEIN DIRECTOR 1.00 X 0 0 0 SUSANA MARTINEZ DIRECTOR 1.00 X 0 0 0 BRUCE RAUNER DIRECTOR 1.00 1.00 X 0 0 0 PATRICIANNA LEVESQUE CEO 35.00 5.00 X 428275 72049 55403 PAMELA M GRIGGS SR DIRECTOR OF FINANCE & COMPLIANCE 31.00 9.00 X 175970 0 17731 DEENA REPPEN CHIEF OPERATING OFFICER 34.00 6.00 X 328634 0 45605 KYMYONA BURK SENIOR FELLOW 40.00 X 212308 0 20077 CARA CANDAL VP OF POLICY 40.00 X 199079 0 7197 CHRISTY L SANDBERG SENIOR FELLOW 40.00 X 196427 0 15479 THOMAS GREENE VP OF ADVOCACY 21.00 19.00 X 130419 56401 17736 MATTHEW JOSEPH SENIOR ADVISOR 40.00 X 183317 0 5645 1854429 128450 184873 23 0 1 0 HYATT REGENCY ATLANTA 265 PEACHTREE RD NE ATLANTA GA 30303 CONVENINGS 744829 THE GRAND AMERICA HOTEL 555 MAIN ST SALT LAKE CITY UT 84111 CONVENINGS 537736 THE BURNING GLASS INSTITUTE PO BOX 671 BALA CYNWYD PA 19004 CONSULTING 336649 JW MARRIOTT INDIANAPOLIS 10 S WEST ST INDIANAPOLIS IN 46204 CONVENINGS 233640 BRANCH PRODUCTION GROUP 5557 BALTIMORE AVE STE 500-2120 HYATTSVILLE MD 20781 AUDIO VISUAL SERVICES 210683 9 9223596 9223596 POLICY ADVISING & IMPLEMENTATION 900099 830358 830358 EVENT REGISTRATION INCOME 900099 427348 427348 HONORARIUM 900099 10000 10000 1267706 500560 500560 6852960 6983061 -130101 -130101 -130101 OTHER INCOME 900099 29 29 29 10861790 1267735 0 370459 12500 12500 27763 27763 990390 537231 383643 69516 5210740 4315834 528900 366006 141601 113557 19081 8963 703853 475515 185962 42376 451133 355580 64085 31468 140372 100816 20492 19064 25124 19455 3954 1715 16074 16074 894352 887020 5301 2031 11566 9775 1185 606 45167 27357 5487 12323 62436 42688 9115 10633 60941 46998 9799 4144 257946 206904 49875 1167 200336 200336 1895990 1835168 60122 700 33397 25860 5257 2280 15521 2555 12766 200 COMMUNICATIONS 93761 91615 1563 583 11290963 9334527 1382661 573775 1677965 651838 12932326 8871876 147249 129041 42090 41840 105149 34666 125333 97007 15733 28326 3724812 3784443 8030134 13400029 23222 0 112010 53722 26810690 26995781 994170 508845 130074 171150 523763 531063 1648007 1211058 X 12000081 18205014 13162602 7579709 25162683 25784723 26810690 26995781 -429173 1051213 0 X 0 1 X 1 0 X 9317355 12662573 7306404 20931445 9223596 59441373 9317355 12662573 7306404 20931445 9223596 59441373 29717202 29724171 157553 139594 185731 274512 500560 1257950 35000 35000 60734323 2560219 0.48940 0.42790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 89632 89632 11193721 11283353 714168 178542 0 0 554131 601920 628535 714168 2498754 3748131 40065 63715 21376 89632 214788 138533 150480 157134 178542 624689 937034 10358 10358 0 114975 86649 28326 28326 SHORT TERM INVESTMENTS 113025 F FIXED INCOME - MUTUAL FUNDS 13287004 F 13400029 DEFERRED COMPENSATION 477348 OPERATING LEASE LIABILITY 53715 531063 X 11982136 1051213 85207 1136420 10845716 16074 16074 10861790 11360096 85207 85207 11274889 16074 16074 11290963 PART X, LINE 2: THE FOUNDATION UTILIZES THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (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, 2023 AND 2022, THE FOUNDATION HAS NO UNCERTAIN TAX PROVISIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2020. 1 TALENT MARKET LLC CO AMERICA'S FUTURE FOUNDATION 1367 CONNECTICUT AVE NW SUITE 200 WASHINGTON DC 20036 521928321 501(C)(3) 10000 0 COST CONTRIBUTION 1 ARTS FOR LIFE - STUDENT SCHOLARSHIPS 25 25000 1563 COST AWARDS ARTS FOR LIFE - JUDGE STIPENDS 12 1200 COST 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 0 0 0 0 0 0 1 0 PATRICIANNA LEVESQUE CEO 306276 53952 102778 18097 19221 0 25915 1485 21539 6464 475729 79998 0 0 DEENA REPPEN CHIEF OPERATING OFFICER 272311 0 39123 0 17200 0 27400 0 18205 0 374239 0 0 0 KYMYONA BURK SENIOR FELLOW 203699 0 10511 0 -1902 0 6426 0 13651 0 232385 0 0 0 CHRISTY L SANDBERG SENIOR FELLOW 193441 0 7788 0 -4802 0 6037 0 9442 0 211906 0 0 0 CARA CANDAL VP OF POLICY 198947 0 132 0 0 0 5972 0 1225 0 206276 0 0 0 THOMAS GREENE VP OF ADVOCACY 123429 52644 8892 3757 -1902 0 3970 1692 8452 3622 142841 61715 0 0 PAMELA M GRIGGS SR DIRECTOR OF FINANCE & COMPLIANCE 175440 0 5439 0 -4909 0 5426 0 12305 0 193701 0 0 0 MATTHEW JOSEPH SENIOR ADVISOR 177320 0 9047 0 -3050 0 5591 0 54 0 188962 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. EMPLOYMENT ATTORNEYS WERE ALSO CONSULTED IN THE PROCESS. PART I, LINE 7 FOR SOME EMPLOYEES, COMPENSATION INCLUDED A DISCRETIONARY BONUS RELATED TO PERFORMANCE. DEENA REPPEN COO 48187 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 SR. DIRECTOR OF FINANCE 44831 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 SUZANNA WELLS FAMILY MEMBER OF COO 55486 WAGES 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, ERIC CANTOR, DEE HASLAM, GARY CHARTRAND, BRUCE RAUNER, 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. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL OF THE DOCUMENTS LEGALLY REQUIRED FOR DISCLOSURE AVAILABLE UPON REQUEST. EXCELLENCE IN EDUCATION NATIONAL INC 215 S MONROE ST STE 710 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 367218 COST EXCELLENCE IN EDUCATION NATIONAL INC Q 164041 COST