2017-02-13T07:30:27-06:00 2016-06-30 592840381 Phillips Harvey Group 801 Laurel Oak Drive Suite 303 Naples FL 341082764 990 2015-07-01 650230582 The Education Foundation of Collier County Inc EDUC 2396434755 3606 Enterprise Avenue 150 Naples FL 34104 Susan McManus President 2396434755 2017-02-13 1 Nathan A Phillips CPA P00189856 2395661600 2015 2021-01-29 14:40:06Z Susan McManus 3606 Enterprise Ave Suite 150 Naples FL 34104 4982393 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 23 23 600 -942 -942 2771223 4150444 106 2979 16458 6377 283483 381446 3071270 4541246 229260 205302 0 0 876451 973545 0 0 225322 1129199 1517358 2234910 2696205 836360 1845041 4554820 7277979 52922 879268 4501898 6398711 X Founded in 1990, The Education Foundation of Collier County is an independent not-for-profit 501(c)(3) Organization whose purpose is to make possible for our community to impact lives by enriching the environment for student learning through educators and directly with students. 0 0 431599 495205 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 to support the success of students and teachers. Facilitating a collaborative network, Future Ready Collier, to strategically align and leverage resources to achieve community-wide goals to support the overall success of students and families. 731149 838900 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. An explanation of each component can be found at: http://www.championsforlearning.org/ 786028 205302 786028 Grants and Scholarships:Investing in the innovation of educators is a key strategy to support the success of educators and schools. Grant programs include 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/ 361237 2030312 361237 2030312 2310013 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 2 0 1 23 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X Susan McManus 2396434755 3606 Enterprise Ave 150 Naples FL 34104 Bill 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 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 109439 0 5849 Marcelo Alvarez Board of Director 5.00 X 0 0 0 Mike Boose Board of Director 5.00 X 0 0 0 William Burke Board of Director 5.00 X 0 0 0 Beverly Feagin Board of Director 5.00 X 0 0 0 Bill Hall Board of Director 5.00 X 0 0 0 Sharon Hood Board of Director 5.00 X 0 0 0 Jim Lintzenich Board of Director 5.00 X 0 0 0 Felix Lluberes 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 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 George Walters Jr Board of Director 5.00 X 0 0 0 109439 0 5849 1 0 0 0 0 4150444 884189 4150444 Other income 900099 2979 2979 2979 6377 6377 11398 12340 -942 -942 -942 811195 428807 382388 382388 4541246 0 -942 391744 205302 205302 117288 84506 11647 21135 685346 493792 68055 123499 103602 74645 10288 18669 67309 48496 6684 12129 235 235 2091 2091 868 868 6055 6055 287 287 Grants, Scholarships & 741192 741192 Community Engagement 314871 314871 Take in Stock Children 201367 201367 Real World Learning Mod 73384 73384 177008 72458 54660 49890 2696205 2310013 160870 225322 747543 547371 173402 1020711 3737 20114 1603823 143746 53086 1460077 3577052 4229706 4554820 7277979 52922 73679 800000 0 5589 52922 879268 X 385746 1042837 3816788 5026400 299364 329474 4501898 6398711 4554820 7277979 1845041 51772 0 X 0 1 X 1 0 X 1835044 2006161 2218515 2771223 4150444 12981387 139444 142997 169688 501052 811195 1764376 1974488 2149158 2388203 3272275 4961639 14745763 0 0 0 14745763 1808 1602 11041 16458 17775 48684 1808 1602 11041 16458 17775 48684 1832 1094 106 2979 6011 1976296 2152592 2400338 3288839 4982393 14800458 0.99630 0.99620 0.00330 0.00350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 316773 30100 -3375 3121 340377 202451 115901 1237 2816 316773 183463 20847 1859 202451 83313 100150 183463 83313 83313 0.03200 0.96800 1 0 1405000 1405000 198823 143746 55077 1460077 Prepaid Scholarships 3889332 Community Foundation Endowment 340374 4229706 Tenant Escrow Deposits 5589 5589 4605358 51772 51772 4553586 -12340 -12340 4541246 2708545 12340 12340 2696205 0 2696205 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, 2016 the following items were permanently restricted net assets: Dellora and Norris Foundation: $100,000 David and Vicky Smith: $100,000 Virginia Quirk: $25,650 State of Florida: $12,500 Northern Trust: $10,000 Strong Roots Campaign: $15,000 Other Misc: $66,324 Total permanently restricted funds $329,474 Part XI, Line 4b - Other Adjustments: Rent expenses Part XII, Line 2d - Other Adjustments: Rent expenses Night of Champions 456833 456833 201387 Golden Apple 271150 271150 103953 83212 83212 123467 811195 811195 428807 428807 382388 1 Scholarships 137 205302 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 1 2500 Fair Market Value X Food 6 93577 Fair Market Value X Jewelry 1 7560 Fair Market Value X Floral Arrangements 1 6782 Fair Market Value X Gift Cards 1 250 Fair Market Value X Wine 2 190 Fair Market Value X Trash Bins 1 60 Fair Market Value 0 1 0 Form 990, Part VI, Section B, line 11 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