2018-04-23T15:53:51-05:00 2017-06-30 592840381 Phillips Harvey Group 801 Laurel Oak Drive Suite 303 Naples FL 341082764 990 2016-07-01 650230582 The Education Foundation of Collier County Inc EDUC 2396434755 3606 Enterprise Avenue 150 Naples FL 34104 Susan McManus President 2396434755 2018-04-23 1 Nathan A Phillips CPA P00189856 2395661600 74.118.234.193 2018-04-23 16:53:45 ED P 93830705F1550FC1CD09A0A6C3F2FF4DA9052F9F FF861C5E4A4508E382603771CF0ECDDDCD7C22B1 2016 2021-01-29 14:40:06Z Susan McManus 3606 Enterprise Ave Suite 150 Naples FL 34104 3263082 0 X www.championsforlearning.org X 1990 FL The Education Foundation of Collier County is an independent not-for-profit 501(c)(3) Organization that makes it possible for our community to impact lives by enriching the environment for student learning through educators and directly with students. 23 22 22 800 -2355 -2355 4150444 2670233 2979 0 6377 18057 381446 7539 4541246 2695829 205302 204845 0 0 973545 1072338 0 0 241107 1517358 947082 2696205 2224265 1845041 471564 7277979 7326338 879268 628291 6398711 6698047 Founded in 1990, The Education Foundation of Collier County is an independent not-for-profit 501(c)( 3) organization whose purpose is to make it possible for our community to impact lives by enriching the environment for student learning through educators and with students. 0 0 449479 574154 Community Engagement:Community engagement strategies promote community-based collaboration, innovation and sharing of resources. 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 to provide a range of opportunities for involvement of more than 800 volunteers to support the success of students and teachers. Facilitating a collaborative network of more than 60 organizations working together, Future Ready Collier strategically aligns and leverages resources to achieve community-wide goals to support the overall success of students and families resulting in a 10% increase in FAFSA completion rate year-over-year. 728614 930715 Student Programs:Student programs foster real-world learning opportunities for students and families and help them gain the skills and vision to achieve their future goals. Volunteer-based programs include Take Stock in Children Scholarship and Mentoring program and the Real World Learning Model / College & Career Prep program. Community-based programming and outreach initiatives support students throughout Collier County around specific tasks such as college and scholarship applications, and FAFSA completion. More than 725 students are served through committed programming and 90% are the first in their families to go to college. An explanation of each component can be found at: http: //www.championsforlearning.org/ 439954 204845 439954 Grants and Scholarships:Investing in the innovation of educators is a key strategy to support the success of educators and schools. Grant programs funded 166 innovative ideas, impacting 107 teachers and 43 schools via classroom-based grants, school-based grants and grants with a particular content purpose. Scholarships for students is a key component of supporting individual student success. Additional descriptions of each program service can be found at: http ://www.championsforlearning.org/ 205537 384582 205537 384582 1823584 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 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 4 0 1 22 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 23 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 Marcelo Alvarez Board of Director 5.00 X 0 0 0 William Burke Board of Director 5.00 X 0 0 0 Anne Fleming Board of Director 5.00 X 0 0 0 Bill Hall Board of Director 5.00 X 0 0 0 Jeff Ospina Board of Director 5.00 X 0 0 0 Greg Pasanen Board of Director 5.00 X 0 0 0 Danny Pate Board of Director 5.00 X 0 0 0 Dr Kamela Patton Board of Director 5.00 X 0 0 0 Dawna E Pipersburg Board of Director 5.00 X 0 0 0 Nancy Potter Board of Director 5.00 X 0 0 0 Bob Schoonmaker Board of Director 5.00 X 0 0 0 Roy Terry Board of Director 5.00 X 0 0 0 Heather Thomas Board of Director 5.00 X 0 0 0 Mario Valle Board of Director 5.00 X 0 0 0 Brett Wilson Board of Director 5.00 X 0 0 0 William R Barker Chair 5.00 X X 0 0 0 Kathy Connelly Immediate Past Chair 5.00 X X 0 0 0 Lynn Davidson Vice Chair 5.00 X X 0 0 0 Beverly Feagin Vice Chair 5.00 X X 0 0 0 Mary Beth Geier Vice Chair 5.00 X X 0 0 0 Mary Cone Finance Chair 5.00 X X 0 0 0 Gary Personette Secretary 5.00 X X 0 0 0 Susan McManus President 40.00 X X 115227 0 0 115227 0 0 1 0 0 0 0 340828 2329405 607409 2670233 18057 18057 34791 37146 -2355 -2355 -2355 540001 340828 530107 9894 9894 2695829 0 -2355 27951 204845 204845 119740 85638 13399 20703 762686 545473 85345 131868 115333 82486 12906 19941 74579 53339 8345 12895 264 264 2588 2588 416 416 1200 1200 275 275 Community Engagement 275975 275975 Grants, Scholarships & 252911 252911 Take in Stock Children 182153 182153 Real World Learning Mod 85356 85356 145944 55408 34836 55700 2224265 1823584 159574 241107 547371 653683 1020711 901723 20114 25444 1595924 188650 1460077 1407274 4229706 4338214 7277979 7326338 73679 22702 800000 600000 5589 5589 879268 628291 X 1042837 1318452 5026400 4995019 329474 384576 6398711 6698047 7277979 7326338 471564 -172228 0 X 0 1 X 1 0 X 2006161 2218515 2771223 4150444 2329405 13475748 142997 169688 501052 811195 880829 2505761 2149158 2388203 3272275 4961639 3210234 15981509 0 0 0 15981509 1602 11041 16458 17775 50322 97198 1602 11041 16458 17775 50322 97198 1832 1094 106 2979 -1412 4599 2152592 2400338 3288839 4982393 3259144 16083306 0.99370 0.99630 0.00600 0.00330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 340377 55102 50264 3715 442028 316773 30100 -3375 3121 340377 202451 115901 1237 2816 316773 183463 20847 1859 202451 83313 100150 183463 0.13000 0.87000 1 0 1407514 48160 1359354 188410 140490 47920 1407274 Prepaid Scholarships 3894726 Community Foundation Endowment 442028 Construction in Progress 1460 4338214 Tenant Escrow Deposits 5589 5589 X 2556809 -172228 -3938 -176166 2732975 -37146 -37146 2695829 2257473 37146 37146 2220327 3938 3938 2224265 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, 2017 the following items were permanently restricted net assets: Dellora and Norris Foundation: $100,000 David and Vicky Smith: $100,000 Maurice and Dorothy Kent: $50,102 Virginia Quirk: $25,650 State of Florida: $12,500 Northern Trust: $10,000 Strong Roots Campaign: $15,000 Other Misc: $71,324 Total permanently restricted funds $384,576 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 Other administrative fees Part XI, Line 4b - Other Adjustments: Rent expenses Part XII, Line 2d - Other Adjustments: Rent expenses Part XII, Line 4b - Other Adjustments: Investment management fees Other administrative fees Night of Champions 435164 266285 168879 177696 Golden Apple 378283 66245 312038 276405 67382 8298 59084 76006 880829 340828 540001 530107 530107 9894 1 Teacher and School Based Grants 172 204845 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 4 0 Fair Market Value X Computers 1 0 Fair Market Value X Floral Arrangements 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