2020-07-09T10:56:33-05:00 2019-06-30 593186310 THOMAS HOWELL FERGUSON PA 2615 CENTENNIAL BLVD SUITE 200 TALLAHASSEE FL 32308 990 2018-07-01 592718509 FLORIDA EDUCATION FOUNDATION INC FLOR 8502459671 325 W GAINES ST NO 1524 TALLAHASSEE FL 32399 BETHANY SWONSON EXECUTIVE DIRECTOR EXECUTIVE DIRECTOR 8502459671 2020-04-16 1 STACEY T KOLKA P01371120 8506688100 66.77.128.118 2020-04-16 15:53:55 ED P C0D4ABE982D93BA9F13304373A4DA6FA93086EB2 78E94532D5D6EDFD73AC73502811791AB2DA921A 2018 2021-01-29 14:40:06Z BETHANY SWONSON 325 W GAINES ST NO 1524 TALLAHASSEE FL 32399 2849819 0 X WWW.FLORIDAEDUCATIONFOUNDATION.ORG X 1985 FL RECEIVE, HOLD, INVEST AND ADMINSTER PROPERTY AND TO MAKE EXPENDITURES TO OR FOR THE BENEFIT OF PUBLIC PRE-KINDERGARTEN THROUGH 12TH GRADE EDUCATION IN FLORIDA. 10 10 0 15 0 0 1755420 770351 439954 548315 186717 192346 0 0 2382091 1511012 430802 60241 0 0 0 0 0 0 0 1129239 2329399 1560041 2389640 822050 -878628 7462570 7006620 403384 813939 7059186 6192681 X AS A VALUED PARTNER IN PUBLIC EDUCATION AND A DIRECT SUPPORT ORGANIZATION FOR THE FLORIDA DEPARTMENT OF EDUCATION, THE FLORIDA EDUCATION FOUNDATION INVESTS IN HIGH ACHIEVEMENT FOR EVERY STUDENT TO CONTRIBUTE TO FLORIDA'S GLOBALLY COMPETITIVE WORKFORCE. THE FOUNDATION RECEIVES, HOLDS, INVESTS, AND ADMINISTERS PROPERTY AND MAKES EXPENDITURES TO, OR, AND FOR THE BENEFIT OF PUBLIC PRE-KINDERGARTEN THROUGH 12TH GRADE EDUCATION IN FLORIDA. 0 0 873590 20835 FLORIDA DISTRICT CHARTER COMPACT COLLABORATIONTHE PRIMARY PURPOSE OF THE DISTRICT-CHARTER COLLABORATIVE COMPACT (DCCC) IS TO ENCOURAGE AND SUPPORT DISTRICTS IN THE DEVELOPMENT AND IMPLEMENTATION OF SUSTAINABLE STRATEGIES TO ENSURE THAT ALL STUDENTS, ESPECIALLY THOSE CURRENTLY ATTENDING OR ZONED FOR SCHOOLS IN HIGH-NEED AREAS, HAVE ACCESS TO HIGHLY EFFECTIVE SCHOOLS.THE DCCC IS AN OPPORTUNITY FOR DISTRICTS TO DEVELOP AND IMPLEMENT BOLD AND INNOVATIVE STRATEGIES FOR COLLABORATING AND PARTNERING WITH INDEPENDENT HIGH-IMPACT CHARTER SCHOOL ORGANIZATIONS THAT ARE CAPABLE AND PREPARED TO SERVE STUDENTS IN FLORIDA'S HIGHEST NEED AREAS. 324966 338790 CHOICE - INDEPENDENT EDUCATION & PARENTAL CHOICETHE OFFICE OF INDEPENDENT EDUCATION AND PARENTAL CHOICE (IEPC), ALSO KNOWN AS THE SCHOOL CHOICE OFFICE, IN THE FLORIDA DEPARTMENT OF EDUCATION, IS RESPONSIBLE FOR THE OVERSIGHT AND IMPLEMENTATION OF SEVERAL EDUCATIONAL PROGRAMS THAT PROVIDE PARENTS WITH SCHOOL CHOICE OPTIONS BEYOND THEIR LOCAL ASSIGNED ELEMENTARY, MIDDLE OR HIGH SCHOOL. SCHOOL CHOICE IS A KEY COMPONENT IN HELPING TO ENSURE HIGH ACADEMIC ACHIEVEMENT FOR ALL OF FLORIDA'S STUDENTS. SCHOOL CHOICE IS ABOUT OFFERING PARENTS THE OPPORTUNITY TO MAKE THE BEST DECISION ABOUT HOW AND WHERE THEIR STUDENTS WILL BE MOST SUCCESSFUL. FLORIDA CONTINUES TO LEAD THE NATION IN THE NUMBER AND QUALITY OF OPTIONS AVAILABLE TO FAMILIES 233318 2000 353595 THE FLORIDA TEACHER OF THE YEAR PROGRAM CELEBRATES THE WOMEN AND MEN WHO HAVE DEDICATED THEIR LIVES TO EDUCATING FUTURE GENERATIONS. EACH YEAR, FLORIDA'S SCHOOL DISTRICTS HAVE THE OPPORTUNITY TO RECOGNIZE 74 TEACHERS AS DISTRICT TEACHERS OF THE YEAR. THESE TOP EDUCATORS ARE SELECTED FOR MANY REASONS INCLUDING EXTRAORDINARY STUDENT GAINS, COMMUNITY INVOLVEMENT, TEACHER LEADERSHIP AND INSTRUCTIONAL PRACTICES. FIVE DISTRICT TEACHERS OF THE YEAR ARE NAMED TEACHER OF THE YEAR FINALISTS AND, FROM THOSE, ONE STATEWIDE WINNER IS SELECTED AS THE CHRISTA MCAULIFFE AMBASSADOR FOR EDUCATION. 704382 37406 704382 37406 2136256 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 27 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 FL X BETHANY SWONSON 8502459671 325 W GAINES ST STE 1524 TALLAHASSEE FL 32399 CONNIE E W SMITH CHAIRMAN 2.00 X X 0 0 0 JENNIFER L GROVE VICE CHAIRMAN 0.25 X X 0 0 0 CHARLES HOKANSON TREASURER 1.00 X X 0 0 0 RAQUEL ROCKY EGUSQUIZA SECRETARY 0.25 X X 0 0 0 VELMA MONTEIRO-TRIBBLE DIRECTOR OF THE BOARD 0.25 X 0 0 0 JOHN MERLINO DIRECTOR OF THE BOARD 0.20 X 0 0 0 MAUREEN A WILT DIRECTOR OF THE BOARD 0.20 X 0 0 0 RONALD BRISE DIRECTOR OF THE BOARD 0.20 X 0 0 0 JESSICA SOLANO EX-OFFICIO MEMBER 0.20 X 0 0 0 THOMAS LOFTUS DIRECTOR OF THE BOARD 0.20 X 0 0 0 TAMMY JERKINS EX-OFFICIO MEMBER 0.20 X 0 0 0 JOY PRESCOTT EX-OFFICIO MEMBER 0.20 X 0 0 0 ALAN J LEVY DIRECTOR OF THE BOARD 0.20 X 0 0 0 MARY CHANCE EX-OFFICIO MEMBER 0.20 X 0 0 0 RICHARD CORCORAN COMMISSIONER OF EDUCATION 2.00 X 0 0 0 PAM STEWART COMMISSIONER OF EDUCATION 2.00 X 0 0 0 BETHANY SWONSON EXECUTIVE DIRECTOR 40.00 X 0 45500 8528 TRACEY PIERCE EXECUTIVE DIRECTOR 40.00 X 0 9033 1400 AMANDA CLARK INTERIM DIRECTOR 40.00 X 0 43775 0 0 98308 9928 0 0 0 0 KIPP MIAMI INC 60 PARK PLACE SUITE 802 NEWARK NJ 07102 COMMUNITY ENGAGEMENT ACTIVITIES 208194 NEW TEACHER CENTER 110 COOPER ST SUITE 500 SANTA CRUZ CA 95060 PROFESSIONAL DEVELOPMENT 184600 LEARNING FIRST GROUP 70-80 WELLINGTON ST SUITE 18 LEVE COLLINGWOOD VI AS 3066 PROFESSIONAL DEVELOPMENT 143000 THE NEW TEACHER PROJECT 186 JORALEMON ST SUITE 300 BROOKLYN NY 11201 FLORIDA TEACHER COACHING 105842 4 770351 770351 REGISTRATION FEES 900099 511000 511000 ADMINISTRATIVE FEES 900099 37315 37315 548315 115973 115973 1415180 1338807 76373 76373 76373 1511012 548315 0 192346 60241 60241 22465 22465 33867 33867 148810 111609 37201 2732 2732 50516 37887 12629 50684 38013 12671 865032 735277 129755 2064 2064 COMMUNITY ENGAGEMENT 792755 792755 EDUCATION ENHANCEMENTS 263158 263158 SCHOOLS OF HOPE PROJECT 60000 60000 ADMINISTRATIVE FEES 37316 37316 2389640 2136256 253384 0 1777727 1507488 1582359 1585929 7500 25000 13025 68173 4081959 3820030 7462570 7006620 48666 443996 354718 369943 403384 813939 X 399571 430387 3398939 3523372 3260676 2238922 7059186 6192681 7462570 7006620 -878628 12123 0 X 0 1 X 1 0 X 866504 1358479 2568774 1755420 770351 7319528 115642 157291 174250 136919 140713 724815 982146 1515770 2743024 1892339 911064 8044343 1300987 6743356 148141 77915 81489 82768 115973 506286 8550629 0.78860 0.93680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 EQUITY SECURITIES 2620234 F CORPORATE BONDS 607886 F GOVERNMENT BONDS 136083 F REAL ESTATE 70092 F FIXED INCOME 385735 F 3820030 1592666 12123 140713 152836 1439830 71182 71182 1511012 2459171 140713 140713 2318458 71182 71182 2389640 PART XI, LINE 4B - OTHER ADJUSTMENTS: ADMIN FEES FINANCIAL MAMAGEMENT FEES PART XII, LINE 4B - OTHER ADJUSTMENTS: ADMIN FEES FINANCIAL MAMAGEMENT FEES PART XI & XII FOR AUDITED FINANCIAL STATEMENT PURPOSES, THE REVENUE AND EXPENSES OFFSET EACH OTHER AND ARE NOT INCLUDED IN EITHER TOTAL REVENUES OR TOTAL EXPENSES. FOR TAX RETURN PURPOSES, THE REVENUES AND EXPENSES ARE REPORTED. 1 THE SCHOOL BOARD OF MIAMI DADE 1450 NE 2ND AVE MIAMI FL 33132 596000572 GOV'T 20835 EDUCATION PROGRAMS BAY DISTRICT SCHOOL 1311 BALBOA AVENUE PANAMA CITY FL 32401 596000511 GOV'T 7000 HURRICANE ASSISTANCE 2 PART I, LINE 2: CANDIDATES SUBMIT GRANT APPLICATIONS WHICH ARE REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR IN ACCORDANCE WITH THE ORGANIZATIONS POLICIES. FORM 990, PART VI, SECTION A, LINE 4 USAGE OF LEGAL COUNSEL POLICY THIS POLICY ESTABLISHES WHEN THE FLORIDA EDUCATION FOUNDATION WILL USE THE SERVICES OF THE FLORIDA DEPARTMENT OF EDUCATION'S LEGAL COUNSEL VERSUS OUTSIDE LEGAL COUNSEL. RESTRICTED FUND MANAGEMENT POLICY THIS POLICY IS INTENDED TO ESTABLISH EFFICIENT AND CONSISTENT PROCESSES ASSOCIATED WITH THE CREATION, MAINTAINED MANAGEMENT OF, AND DISBURSEMENT FROM FLORIDA EDUCATION FOUNDATION (FEF) RESTRICTED FUNDS. ALSO, THIS POLICY DEFINES AND ESTABLISHES PROTOCOLS/PROCEDURES FOR HANDLING INACTIVE FEF-MANAGED RESTRICTED FUNDS. THE PROCESSES ARE NEEDED TO MAXIMIZE STAFF RESOURCES AND TO PLAN FOR AND MANAGE FUND DISBURSEMENTS IN A TIMELY AND PREDICTIBLE MANNER. BUDGETING AND PURCHASES POLICY THIS POLICY ESTABLISHES ANNUAL BUDGET STANDARDS AND EXPRESSES PURCHASING AUTHORITY WITH LIMITS OF APPROVAL FOR THE EFFICIENT AND RESPONSIBLE OPERATIONAL MANAGEMENT OF FLORIDA EDUCATION FOUNDATION FUNDS, BOTH RESTRICTED AND UNRESTRICTED. CREDIT CARD AUTHORIZATION AND USE POLICY THIS POLICY ALLOWS FLORIDA EDUCATION FOUNDATION PERSONNEL ACCESS TO EFFICIENT MEANS OF PAYMENT AND MANAGEMENT OF CORPORATE CREDIT CARDS. CONTRACTS FOR SERVICE POLICY THIS POLICY EXPRESSES CONTRACTING AUTHORITY WITH LIMITS OF APPROVAL FOR THE EFFICIENT AND RESPONSIBLE OPERATIONAL MANAGEMENT OF FLORIDA EDUCATION FOUNDATION FUNDS, BOTH RESTRICTED AND UNRESTRICTED, WHILE AT THE SAME TIME REDUCING FINANCIAL RISK TO THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B PART VI: GOVERNANCE, MANAGEMENT & DISCLOSURE SECTION B, LINE 11B FORM 990 AND THE ACCOMPANYING SCHEDULES ARE PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE FORM 990 AND ACCOMPANYING SCHEDULES ARE REVIEWED WITH THE EXECUTIVE DIRECTOR AND AUDIT COMMITTEE. ONCE ALL QUESTIONS ARE ANSWERED, THE BOARD OF DIRECTORS APPROVES THE RETURN WHICH IS THEN FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ANNUALLY DISTRIBUTES CONFLICT OF INTEREST DISCLOSURE FORMS TO OFFICERS, DIRECTORS AND KEY EMPLOYEES. COMPLETED FORMS ARE COMPILED AND REVIEWED BY THE BOARD FOR ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND THREE MOST RECENT YEARS OF FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. PART I: SUMMARY LINE 5 FLORIDA EDUCATION FOUNDATION STAFF SERVICES ARE DONATED BY FLORIDA DEPARTMENT OF EDUCATION EMPLOYEES. FLORIDA EDUCATION FOUNDATION DOES NOT DIRECTLY EMPLOY ANY STAFF MEMBERS. PART VI: GOVERNANCE, MANAGEMENT & DISCLOSURE SECTION B, LINE 11B FORM 990 AND THE ACCOMPANYING SCHEDULES ARE PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE FORM 990 AND ACCOMPANYING SCHEDULES ARE REVIEWED WITH THE EXECUTIVE DIRECTOR AND AUDIT COMMITTEE. ONCE ALL QUESTIONS ARE ANSWERED, THE BOARD OF DIRECTORS APPROVES THE RETURN WHICH IS THEN FILED WITH THE INTERNAL REVENUE SERVICE. LINE 12C THE ORGANIZATION ANNUALLY DISTRIBUTES CONFLICT OF INTEREST DISCLOSURE FORMS TO OFFICERS, DIRECTORS AND KEY EMPLOYEES. COMPLETED FORMS ARE COMPILED AND REVIEWED BY THE BOARD FOR ANY POTENTIAL CONFLICTS. SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND THREE MOST RECENT YEARS OF FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. FLORIDA DEPARTMENT OF EDUCATION 325 WEST GAINES STREET TALLAHASSEE FL 32399 GOVT ENTITY FL FL DOE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 FLORIDA DEPARTMENT OF EDUCATION O 140713 IN-KIND