2017-11-07T08:12:14-06:00 2016-12-31 721396621 CARR RIGGS & INGRAM LLC 2633 CENTENNIAL BLVD SUITE 200 TALLAHASSEE FL 32308 990 2016-01-01 463332269 EXCELLENCE IN EDUCATION NATIONAL INC EXCE 8503914200 215 S MONROE ST NO 420 TALLAHASSEE FL 32301 PATRICIANNA LEVESQUE EXECUTIVE DIRECTOR 8503913070 2017-11-02 1 MICHAEL C CARTER P00292302 8508788777 96.72.24.10 2017-11-02 12:39:18 ED P 2D27FE358E7E77D4166D483DFDAFEEBECD7996E2 03F585C1EBFA74EC559BA94FEDADE64958A4338E 2016 2018-03-14 21:41:22Z EXCELLENCE IN EDUCATION IN ACTION FOUNDATION FOR FLORIDA'S FUTURE PATRICIANNA LEVESQUE 215 S MONROE ST NO 420 TALLAHASSEE FL 32301 1288949 0 X EXCELINEDINACTION.ORG X 2013 FL ADVANCING EDUCATION POLICIES IN AMERICA THAT MAXIMIZE EVERY STUDENT'S POTENTIAL FOR LEARNING AND PREPARE ALL STUDENTS FOR SUCCESS IN THE 21ST CENTURY. 6 6 19 28 0 0 1473999 1289051 0 0 62 0 -17042 -102 1457019 1288949 70150 0 0 0 553839 465347 0 0 111722 1200708 953082 1824697 1418429 -367678 -129480 1308663 1111863 158586 91266 1150077 1020597 EXCELLENCE IN EDUCATION NATIONAL, INC. 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USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF DECEMBER 31, 2016, THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. X X 0 0 0 0 0 0 0 1 0 PATRICIANNA LEVESQUE EXECUTIVE DIRECTOR 63070 252282 21817 87368 0 45507 1590 6360 998 3994 87475 395511 0 0 DEENA REPPEN CHIEF OF STAFF/VP OF ADMIN 0 226013 0 32905 0 9808 0 7950 0 9782 0 286458 0 0 CLIFTON M LADNER SENIOR ADVISOR, POLICY & RESEARCH 15484 139352 0 0 0 -3601 464 4181 2824 11321 18772 151253 0 0 AMANDA CLARK NATIONAL DIRECTOR OF DEVELOPMENT 28254 129683 0 2025 0 0 847 3951 130 952 29231 136611 0 0 JAMES A KELLY NATIONAL LEGISLATIVE DIRECTOR 27300 109200 2950 11908 0 -1013 907 3633 1327 5308 32484 129036 0 0 CARRIE A JENKINS DIRECTOR OF ADMINISTRATIVE SERVICES 0 107087 0 5463 0 -4833 0 3377 0 12710 0 123804 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. 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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 30652 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, ELISABETH DEVOS, F. PHILIP HANDY, WILLIAM OBERNDORF, ERIC CANTOR, PATRICIANNA LEVESQUE,PAMELA GRIGGS, AND DEENA REPPEN FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE UPDATED TO MOVE FROM TWO TO THREE-YEAR TERMS FOR DIRECTORS AND TO SPECIFY THAT DIRECTORS FILLING A VACANCY SHALL SERVE FOR THE REMAINDER OF THE TERM OF THE DIRECTORSHIP THAT WAS VACATED. 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 PHYSICALLY 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 337720 COST