2023-04-14T15:30:08-05:00 2022-06-30 592840381 PHILLIPS FELDMAN GROUP 801 LAUREL OAK DRIVE SUITE 303 NAPLES FL 341082764 990 2021-07-01 650230582 THE EDUCATION FOUNDATION OF COLLIER COUNTY INC EDUC 2396434755 3606 ENTERPRISE AVENUE 150 NAPLES FL 34104 BARBARA EVANS PRESIDENT/CEO 2396434755 2023-04-14 1 BARBARA EVANS 999009999 NATHAN A PHILLIPS CPA P00189856 2395661600 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z STEPHANIE VIVIANO 3606 ENTERPRISE AVE SUITE 150 NAPLES FL 34104 4672926 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 CREATE LIFE-CHANGING LEARNING EXPERIENCES FOR EVERY STUDENT. 23 23 39 348 0 0 4258330 4084420 7077 7639 28415 73973 206425 215064 4500247 4381096 315182 328117 0 0 1538314 1936593 0 0 705161 1393859 1604279 3247355 3868989 1252892 512107 9535030 9622380 105077 29128 9429953 9593252 X FOUNDED IN 1990, THE EDUCATION FOUNDATION OF COLLIER COUNTY IS AN INDEPENDENT NOT-FOR-PROFIT 501(C)(3) ORGANIZATION WHOSE PURPOSE IS TO CREATE LIFE-CHANGING LEARNING EXPERIENCES FOR EVERY STUDENT. 0 0 1611030 1510182 STUDENT PROGRAMS:STUDENT PROGRAMS ARE DESIGNED TO EQUIP AND PREPARE STUDENTS FOR THEIR FUTURE LEARNING AND CAREER GOALS. STUDENT PROGRAMS EMPOWERS STUDENTS FROM HOUSEHOLDS WITH LOW- AND MID-INCOMES GAP WHO CANNOT AFFORD THE FULL COST OF POSTSECONDARY EDUCATION OR TECHNICAL TRAINING WITHOUT HELP, MANY OF WHOM ARE ON TRACK TO BE THE FIRST IN THEIR FAMILIES TO GRADUATE FROM HIGH SCHOOL, TO OVERCOME THE OBSTACLES TO HIGHER EDUCATION THAT THEY FACE. STUDENT PROGRAMS INTEGRATE CORE ELEMENTS OF HIGHLY EFFECTIVE COLLEGE AND CAREER ACCESS PROGRAMMING, INCLUDING LEADERSHIP AND PERSONAL DEVELOPMENT THROUGH BUILDING FOUNDATIONAL AND EMPLOYABILITY SKILLS, MENTORING, COACHING, SERVICE LEARNING, CAREER EXPLORATION, COLLEGE VISITS, COLLEGE ACCESS WORKSHOPS, AND FINANCIAL LITERACY WORKSHOPS. 581387 581387 TEACHER AND EDUCATOR PROGRAMS: VALUING, EMPOWERING AND SUPPORTING TEACHERS AND PRINCIPALS TO ENSURE THE HIGHEST IMPACT LEARNING EXPERIENCES FOR EVERY CHILD IS FUNDAMENTAL TO THE MISSION OF THE FOUNDATION. THE GOLDEN APPLE TEACHER RECOGNITION PROGRAM HONORS AND HIGHLIGHTS THE BEST PRACTICES THAT ARE HAVING A POSITIVE IMPACT ON STUDENT LEARNING. THE CLASSROOM GRANT PROGRAM PROVIDES A WAY FOR TEACHERS TO GAIN SUPPORT FROM THE COMMUNITY FOR INNOVATIVE IDEAS THAT WILL PROVIDE UNIQUE LEARNING EXPERIENCES FOR THEIR STUDENTS. THESE PROGRAMS, ALONG WITH PEER-TO-PEER SHARING AND COMMUNITY-BASED LEARNING ARE PROVIDING A TEACHER NETWORK FRAMEWORK IN WHICH 1000+ EDUCATORS ARE ENGAGED WITH THE COMMUNITY THROUGH THE FOUNDATION. 794035 744329 COMMUNITY ENGAGEMENT:ENGAGING AND ENERGIZING OUR COMMUNITY IN SUPPORT OF STUDENT SUCCESS IS A FUNDAMENTAL GOAL. THE ROLE OF AN EDUCATION FOUNDATION PROVIDE THE FRAMEWORK OF LEARNING THROUGH ROUNDTABLE CONVERSATIONS AND THE CONNECTION TO THE CLASSROOM THROUGH A VARIETY OF VOLUNTEER OPPORTUNITIES. VOLUNTEER ENGAGEMENT REMAINS A KEY PRIORITY TO PROVIDE THE COMMUNITY WITH HUNDREDS OF MEANINGFUL VOLUNTEER EXPERIENCES TO SUPPORT STUDENT AND TEACHER SUCCESS AND ORGANIZATIONAL GOALS, EQUALING TO NEARLY 8,000 VOLUNTEER HOURS IN SUPPORT OF THE MISSION. THE FOUNDATION FACILITATES A COLLABORATIVE NETWORK OF MORE THAN 60 ORGANIZATIONS WORKING TOGETHER TO ACHIEVE COMMUNITY-WIDE GOALS TO SUPPORT THE OVERALL SUCCESS OF STUDENTS AND FAMILIES. 328117 328117 2986452 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 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 39 1 0 0 0 0 0 1 1 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X BARBARA EVANS 2396434755 3606 ENTERPRISE AVE 150 NAPLES FL 34104 DR BRUCE MOUSA BOARD CHAIR 5.00 X X 0 0 0 WILLIAM BURKE IMMEDIATE PAST CHAIR 5.00 X X 0 0 0 MARTHA ROZMAN CHAIR ELECT 5.00 X X 0 0 0 DENISE MURPHY VICE CHAIR 5.00 X X 0 0 0 DR JESSE ROBERTS VICE CHAIR 5.00 X X 0 0 0 CAROL WINDFELDT VICE CHAIR 5.00 X X 0 0 0 WILLIAM LUTZ TREASURER 5.00 X X 0 0 0 SANDRA MARTCHECK SECRETARY 5.00 X X 0 0 0 DR DELLA BURT-BRADLEY DIRECTOR 5.00 X 0 0 0 ROGER LIPITZ DIRECTOR 5.00 X 0 0 0 CHUCK CARLSEN DIRECTOR 5.00 X 0 0 0 STEPHANIE LUCARELLI DIRECTOR 5.00 X 0 0 0 SERGE ECITYAN DIRECTOR 5.00 X 0 0 0 DR KAMELA PATTON DIRECTOR 5.00 X 0 0 0 YOLANDA FLORES DIRECTOR 5.00 X 0 0 0 DANIEL LAMPE DIRECTOR 5.00 X 0 0 0 JEFFREY LEEDY DIRECTOR 5.00 X 0 0 0 GEORGE SHERWIN DIRECTOR 5.00 X 0 0 0 JACQUELINE RODRIGUEZ DIRECTOR 5.00 X 0 0 0 MARY BETH GEIER DIRECTOR 5.00 X 0 0 0 KENNETH THOMAS DIRECTOR 5.00 X 0 0 0 YADIRA VINTIMILLA DIRECTOR 5.00 X 0 0 0 CHARLES KERWOOD III DIRECTOR 5.00 X 0 0 0 SUSAN MCMANUS PRESIDENT 40.00 X 152542 0 0 JESSICA MANCHETTE CHIEF PROGRAMS OFFICER 40.00 X 113753 0 7665 LISA CHURCH FORMER VICE PRESIDENT 40.00 X 122530 0 7665 388825 0 15330 3 1 1 0 0 165055 3919365 773984 4084420 OTHER INCOME 900099 7639 7639 7639 73973 73973 506894 165055 291830 215064 215064 4381096 0 0 296676 328117 328117 168101 124193 15011 28897 1471493 1087139 131404 252950 156162 115373 13945 26844 140837 104050 12577 24210 1773 1773 813 813 1853 1853 STUDENT PROGRAMS 461530 461530 COMMUNITY ENGAGEMENT 398002 398002 TEACHER AND EDUCATOR PR 324401 324401 FUNDRAISING 312079 312079 103828 43647 60181 3868989 2986452 177376 705161 2143296 2430568 469408 237535 20537 21033 2514788 496887 1378113 2017901 5523676 4915343 9535030 9622380 105077 29128 105077 29128 X 3809181 3491057 5620772 6102195 9429953 9593252 9535030 9622380 512107 -348808 0 X 0 1 X 1 0 X 2897309 3153015 3689473 3870298 3815534 17425629 837257 889072 761811 608392 671949 3768481 3734566 4042087 4451284 4478690 4487483 21194110 0 0 0 21194110 67706 88951 18976 7077 7639 190349 67706 88951 18976 7077 7639 190349 3841 4440 13612 21893 3806113 4135478 4483872 4485767 4495122 21406352 0.99010 0.98740 0.00890 0.01160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1036741 36415 -105444 9104 958608 803963 19398 222683 9303 1036741 687160 140000 -16303 6894 803963 585856 80000 27048 5744 687160 442028 105000 43577 4749 585856 0.18990 0.81010 1 0 2059395 253897 1805498 455393 242990 212403 2017901 PREPAID SCHOLARSHIPS 3956735 COMMUNITY FOUNDATION ENDOWMENT 958608 4915343 X 4023184 -348808 -9104 -357912 4381096 0 4381096 3859885 0 3859885 9104 9104 3868989 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, 2022 THE FOLLOWING NET ASSETS WERE DONOR RESTRICTED: ENDOWMENT - OPERATING: $645,826 ENDOWMENT - SCHOLARSHIPS: $130,750 GRANTS, SCHOLARSHIPS AND OTHER: $5,325,619 TOTAL DONOR RESTRICTED FUNDS $6,102,195 PART X, LINE 2: 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 TO COMPLY WITH THE PROVISIONS OF U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES NIGHT OF CHAMPIONS 364135 63890 300245 106734 GOLDEN APPLE 282714 101165 181549 140972 25100 25100 44124 671949 165055 506894 291830 291830 215064 1 TEACHER AND SCHOOL BASED GRANTS 233 328117 BOOK 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. 0 0 0 0 0 0 0 0 0 SUSAN MCMANUS PRESIDENT 152542 0 0 0 0 0 0 0 0 0 152542 0 0 0 LISA CHURCH FORMER VICE PRESIDENT 122530 0 0 0 0 0 0 0 7665 0 130195 0 0 0 X ADVERTISING AND SERVICES 5 245125 FAIR VALUE X EVENT ITEMS 5 11950 FAIR VALUE X EQUIPMENT 1 11510 FAIR VALUE X EVENT SPACE 1 7000 FAIR VALUE X FOOD ITEMS 1 3642 FAIR VALUE 0 0 0 0 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 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.CHAMPIONSFORLEARNING.ORG