2018-11-02T10:32:50-05:00 2017-12-31 721396621 CARR RIGGS & INGRAM LLC 2633 CENTENNIAL BLVD STE 200 TALLAHASSEE FL 32308 990 2017-01-01 463332269 EXCELLENCE IN EDUCATION NATIONAL INC EXCE 8503914200 215 S MONROE ST NO 420 TALLAHASSEE FL 32301 PATRICIANNA LEVESQUE EXECUTIVE DIRECTOR 8503913070 2018-11-01 1 MICHAEL C CARTER P00292302 8508788777 2018-11-01 76.236.132.153 2018-11-01 11:03:35 ED P 8BAF6D8334CD3CE9842FCBD9E9408F1B3A493CFA 03F585C1EBFA74EC559BA94FEDADE64958A4338E 2017 2019-02-21 02:37:17Z EXCELLENCE IN EDUCATION IN ACTION FOUNDATION FOR FLORIDA'S FUTURE PATRICIANNA LEVESQUE 215 S MONROE ST NO 420 TALLAHASSEE FL 32301 1643658 0 X EXCELINEDINACTION.ORG X 2013 FL TO TURN PROVEN, BOLD EDUCATION REFORMS INTO REALITY. 7 7 18 34 0 0 1289051 1643200 0 0 0 400 -102 58 1288949 1643658 0 0 0 0 465347 562223 0 4000 110648 953082 960958 1418429 1527181 -129480 116477 1111863 1250588 91266 113514 1020597 1137074 THE MISSION OF EXCELLENCE IN EDUCATION NATIONAL, INC. (EXCELINED IN ACTION) IS TO TURN PROVEN, BOLD EDUCATION REFORMS INTO REALITY. 0 0 1189170 EXCELINED IN ACTION WORKS WITH STATE LAWMAKERS AND PARTNER ORGANIZATIONS TO PROMOTE LEGISLATION THAT EMPOWERS FAMILIES WITH EDUCATIONAL CHOICE, PREPARES STUDENTS FOR COLLEGE AND CAREER, PRIORITIZES EARLY LITERACY, EXPANDS INNOVATION AND STRENGTHENS SCHOOL PERFORMANCE. 1189170 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 17 0 1 18 1 0 0 0 0 1 1 0 X 7 7 1 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 1 0 AR FL GA HI KS KY NJ NY NC PA SC UT VA WI X X PAMELA GRIGGS 8503914200 215 SOUTH MONROE STREET NO 420 TALLAHASSEE FL 32301 JOHN E BUSH PRESIDENT 1.00 5.00 X X 0 0 0 ZACHARIAH P ZACHARIAH TREASURER 1.00 0.00 X X 0 0 0 F PHILIP HANDY SECRETARY 1.00 3.00 X X 0 0 0 WILLIAM E OBERNDORF DIRECTOR 1.00 1.00 X 0 0 0 ERIC CANTOR DIRECTOR 1.00 1.00 X 0 0 0 DEE B HASLAM DIRECTOR 1.00 1.00 X 0 0 0 WILLIAM SIMON DIRECTOR 1.00 0.00 X 0 0 0 PATRICIANNA LEVESQUE EXECUTIVE DIRECTOR 6.00 34.00 X 87038 379794 26674 PAMELA M GRIGGS DIRECTOR OF FINANCE 11.00 29.00 X 0 140576 12171 DEENA REPPEN CHIEF OF STAFF/VP OF ADMIN 3.00 37.00 X 0 278108 18849 J ALEX KELLY NATIONAL LEGISLATIVE DIR 6.00 34.00 X 37100 147391 13163 JESSICA LANGHAIM NATIONAL DIR OF DEVELOPMENT 3.00 37.00 X 30334 121445 5798 ADAM PESHEK DIRECTOR OF POLICY 2.00 38.00 X 0 118240 9582 BARBARA ROSS NATIONAL DIR OF COMMUNICATIONS 4.00 36.00 X 0 113727 15388 RYAN MAHONEY REGIONAL LEGISLATIVE DIR 11.00 29.00 X 22793 91286 22228 CHRISTY L SANDBERG SENIOR POLICY FELLOW 0.00 40.00 X 0 164948 11963 CARRIE A JENKINS DIR OF ADMINISTRATIVE SERVICES 7.00 33.00 X 0 110884 16198 177265 1666399 152014 0 1 1 0 0 1643200 1643200 58 58 400 0 400 400 400 1643658 0 0 458 219659 153225 65382 1052 266096 231859 34237 6246 5219 1027 35574 34226 882 466 34648 31303 423 2922 216005 87600 119529 8876 41225 31350 2325 7550 18681 16258 1212 1211 241516 241516 4000 4000 38219 26470 9795 1954 63607 63607 86463 69726 7129 9608 36315 28190 1729 6396 110261 71044 9526 29691 62493 58238 3931 324 5310 5310 12464 8297 4167 2446 2127 159 160 18182 15834 1174 1174 COMMUNICATIONS 7771 7771 1527181 1189170 227363 110648 448041 1145908 601000 50000 509 360 14657 14657 40420 34873 27299 25171 4574 2128 2662 2662 1111863 1250588 49982 52933 40867 40810 417 19771 91266 113514 X 920597 1087074 100000 50000 1020597 1137074 1111863 1250588 116477 0 X 0 1 X 0 0 2273 1196 1077 25026 23975 1051 2128 DUE TO RELATED PARTIES 19771 19771 1643658 0 1643658 0 1643658 1527181 0 1527181 0 1527181 X X 0 0 0 0 0 0 0 1 0 PATRICIANNA LEVESQUE EXECUTIVE DIRECTOR 64963 259851 22075 88081 0 31862 1620 6480 3715 14859 92373 401133 0 0 PAMELA M GRIGGS DIRECTOR OF FINANCE 0 135000 0 12357 0 -6781 0 4421 0 7750 0 152747 0 0 DEENA REPPEN CHIEF OF STAFF/VP OF ADMIN 0 232793 0 34657 0 10658 0 8100 0 10749 0 296957 0 0 J ALEX KELLY NATIONAL LEGISLATIVE DIR 33000 132000 4100 16501 0 -1110 1113 4455 1519 6076 39732 157922 0 0 JESSICA LANGHAIM NATIONAL DIR OF DEVELOPMENT 30000 120000 334 1445 0 0 910 3644 249 995 31493 126084 0 0 CHRISTY L SANDBERG SENIOR POLICY FELLOW 0 165848 0 810 0 -1710 0 5000 0 6963 0 176911 0 0 CARRIE A JENKINS DIR OF ADMINISTRATIVE SERVICES 0 110300 0 5627 0 -5043 0 3478 0 12720 0 127082 0 0 PART I, LINE 3 A REVIEW IS PERFORMED BY A RELATED ORGANIZATION THAT INCLUDES A COMPENSATION STUDY OR SURVEY. PART I, LINE 7 COMPENSATION FROM THE ORGANIZATION AND ITS RELATED ORGANIZATION INCLUDED A DISCRETIONARY BONUS RELATED TO PERFORMANCE. DEENA REPPEN CHIEF OF STAFF/VP OF ADMIN 17290 REIMBURSEMENT - THERE ARE SOME OVERLAPPING CURRENT AND FORMER OFFICERS, DIRECTORS, AND KEY EMPLOYEES WITH THE RELATED ORGANIZATION, FOUNDATION FOR EXCELLENCE IN EDUCATION, 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 DIRECTOR OF FINANCE 43312 REIMBURSEMENT - THERE ARE SOME OVERLAPPING CURRENT AND FORMER OFFICERS, DIRECTORS, AND KEY EMPLOYEES WITH THE RELATED ORGANIZATION, FOUNDATION FOR EXCELLENCE IN EDUCATION, 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 CARRIE JENKINS DIRECTOR OF ADMINISTRATIVE SERVICES 21927 REIMBURSEMENT - THERE ARE SOME OVERLAPPING CURRENT AND FORMER OFFICERS, DIRECTORS, AND KEY EMPLOYEES WITH THE RELATED ORGANIZATION, FOUNDATION FOR EXCELLENCE IN EDUCATION, 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 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, F. PHILIP HANDY, WILLIAM OBERNDORF, ERIC CANTOR, DEE HASLAM, PATRICIANNA LEVESQUE,PAMELA GRIGGS, AND DEENA REPPEN FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES ESTABLISHED. 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. 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 EXECUTIVE DIRECTOR'S COMPENSATION AGREEMENT WAS ACQUIRED AND HONORED BY EXCELLENCE IN EDUCATION NATIONAL THROUGH ITS MERGER WITH FOUNDATION FOR FLORIDA'S FUTURE IN 2014. COMPENSATION FOR VICE PRESIDENTS AND OTHER KEY EMPLOYEES IS DISCUSSED AND DETERMINED BY THE EXECUTIVE DIRECTOR AND THE PRESIDENT. FOR VICE PRESIDENTS AND KEY EMPLOYEES THAT ARE ALSO VICE PRESIDENTS AND KEY EMPLOYEES OF THE RELATED ORGANIZATION, FOUNDATION FOR EXCELLENCE IN EDUCATION, BUT WHO WILL RECEIVE COMPENSATION DIRECTLY FROM EXCELLENCE IN EDUCATION NATIONAL, AN ESTIMATION OF EXPECTED TIME SHARED IS USED TO DETERMINE A REASONABLE SPLIT TO ESTABLISH A DUAL PAYROLL. FORM 990, PART VI, SECTION C, LINE 18 AVAILABLE UPON REQUEST. FORM 990S ARE ALSO AVAILABLE ON GUIDESTAR.ORG AND THE THREE MOST CURRENT RETURNS ARE MADE AVAILABLE ON OUR WEBSITE, EXCELINEDINACTION.ORG FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL OF THE DOCUMENTS LEGALLY REQUIRED FOR DISCLOSURE AVAILABLE UPON REQUEST. FOUNDATION FOR EXCELLENCE IN EDUCATION INC 215 SOUTH MONROE STREET STE 420 TALLAHASSEE FL 32301 260615175 BUILD AN EDUCATION SYSTEM THAT EQUIPS EVERY CHILD TO ACHIEVE THEIR POTENTIAL FL 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 FOUNDATION FOR EXCELLENCE IN EDUCATION INC O 276607 COST