2021-03-29T15:53:56-05:00 2020-06-30 592840381 Phillips Harvey Group 801 Laurel Oak Drive Suite 303 Naples FL 341082764 990 2019-07-01 650230582 The Education Foundation of Collier County Inc EDUC 2396434755 3606 Enterprise Avenue 150 Naples FL 34104 Susan McManus President 2396434755 2021-03-29 1 Nathan A Phillips CPA P00189856 2395661600 2019 2022-09-23 18:48:47Z Susan McManus 3606 Enterprise Ave Suite 150 Naples FL 34104 4728154 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. 22 22 20 800 0 0 3323516 4168979 4440 13612 67790 2673 103833 166847 3499579 4352111 258251 197030 0 0 1307038 1450930 0 0 336516 1295118 1390620 2860407 3038580 639172 1313531 7577320 8669820 284498 357361 7292822 8312459 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 1368569 2072895 Student Programs:Student programs equip and prepare students for their future learning and career goals. More than 750 students (8th grade through college) are served directly through the programs of the Foundation. The Take Stock in Children Scholarship and Mentoring program and the Champions College & Career Prep program together provide students, primarily first-generation college students, opportunities to gain the skills to be successful in their post-high school education path and employability skills to ensure their success in the future. Additionally, the Foundation serves the broader community of student families through outreach and programming open to the public, embedded within schools, impacting thousands of more students. 477072 477072 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 framework in which 1000+ educators are engaged with the community through the Foundation. 705465 1068528 Community Engagement:Engaging and energizing our community in support of student success is a fundamental goal. There are many opportunities, such as Roundtables, through which the community comes together to support a culture of learning. Volunteer engagement is a key strategy and provides people with more than 950 volunteer experiences annually to support student and teacher success. 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, which has resulted in a 7% Free Application for Federal Student Aid completion increase countywide since 2016. 197030 197030 2551106 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 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 20 1 0 0 0 0 0 1 1 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X Susan McManus 2396434755 3606 Enterprise Ave 150 Naples FL 34104 Beverly Feagin Chair 5.00 X X 0 0 0 Lynn Davidson Immediate Past Chair 5.00 X X 0 0 0 Chuck Carlsen Vice Chair 5.00 X X 0 0 0 Denise Murphy Vice Chair 5.00 X X 0 0 0 Nancy Potter Vice Chair 5.00 X X 0 0 0 William M Burke Secretary 5.00 X X 0 0 0 Kenneth P Thomas Treasurer 5.00 X X 0 0 0 Susan McManus President 40.00 X X 138348 0 0 William Beynon Director 5.00 X X 0 0 0 Serge Ecityan Director 5.00 X 0 0 0 Michael Jean-Baptiste Director 5.00 X 0 0 0 Daniel Lampe Director 5.00 X 0 0 0 Stephanie Lucarelli Director 5.00 X 0 0 0 William J Lutz Director 5.00 X 0 0 0 Barbara Melvin Director 5.00 X 0 0 0 Dr Bruce Mousa Director 5.00 X 0 0 0 Dr Kamela Patton Director 5.00 X 0 0 0 DrJesse Roberts Director 5.00 X 0 0 0 Jacqueline Rodriguez Director 5.00 X 0 0 0 Carol Windfeldt Director 5.00 X 0 0 0 Mary Beth Geier Director 5.00 X 0 0 0 Lisa Church Vice President 40.00 X 110708 0 0 249056 0 0 2 0 0 0 0 218921 3950058 912762 4168979 Other Income 900099 13612 13612 13612 2673 2673 542890 218921 376043 166847 166847 4352111 0 0 183132 197030 197030 142411 105099 14384 22928 1061206 783170 107182 170854 146672 108244 14814 23614 100641 74273 10165 16203 2536 2536 696 696 945 945 236 236 Community Engagement 407589 407589 Student Programs 350092 350092 Teacher and Educator Pr 292514 292514 Grants, Scholarships & 161545 161545 174467 71550 102917 3038580 2551106 150958 336516 866187 2221480 581971 245841 27380 23056 1766385 333276 1465418 1433109 4636364 4746334 7577320 8669820 84498 109576 200000 247785 284498 357361 X 2010355 2666644 5282467 5645815 7292822 8312459 7577320 8669820 1313531 -293894 0 X X 0 1 X 1 0 X 4150444 2329405 2897309 3153015 3689473 16219646 811195 880829 837257 889072 761811 4180164 4961639 3210234 3734566 4042087 4451284 20399810 0 0 0 20399810 17775 50322 67706 88951 18976 243730 17775 50322 67706 88951 18976 243730 2979 -1412 3841 4440 13612 23460 4982393 3259144 3806113 4135478 4483872 20667000 0.98710 0.98710 0.01180 0.01240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 687160 140000 -16303 6894 803963 585856 80000 27048 5744 687160 442028 105000 43577 4749 585856 340377 55102 50264 3715 442028 316773 30100 -3375 3121 340377 0.08630 0.91370 1 0 1533386 163747 1369639 232999 169529 63470 1433109 Prepaid Scholarships 3934871 Community Foundation Endowment 803963 Construction in Progress 7500 4746334 X 4051323 -293894 -6894 -300788 4352111 0 4352111 3031686 0 3031686 6894 6894 3038580 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, 2020 the following items were permanently restricted net assets: Endowment - Operating: $603,826 Endowment - Scholarships: $130,750 Total permanently restricted funds $734,576 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 438615 165121 273494 200718 Golden Apple 193950 53800 140150 69765 129245 129245 105560 761810 218921 542889 376043 376043 166846 1 Teacher and School Based Grants 288 197030 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. X Food 3 0 Fair Market Value X Teacher Gifts 1 0 Fair Market Value X Furniture 1 0 Fair Market Value 0 1 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 Form 990, Part XII, Line 2c: Process has not changed from prior year.