2015-11-12T11:24:00-06:00 2015-06-30 592840381 Phillips Harvey Group 801 Laurel Oak Drive Suite 303 Naples FL 341082764 990 2014-07-01 650230582 The Education Foundation of Collier County Inc EDUC 2396434755 3606 Enterprise Avenue 150 Naples FL 34104 Susan McManus President 2396434755 2015-11-12 1 Nathan A Phillips CPA P00189856 2395661600 2014 2016-02-25 16:41:14Z Susan McManus 3606 Enterprise Ave Suite 150 Naples FL 34104 3288839 0 X www.championsforlearning.org X 1990 FL 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. 25 25 20 500 0 0 2218515 2771223 1094 106 11041 16458 60278 283483 2290928 3071270 191005 229260 0 0 756356 876451 0 0 162343 1038383 1129199 1985744 2234910 305184 836360 3799770 4554820 18106 52922 3781664 4501898 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 338927 480949 Educator Programs that support and recognize educators. Examples of such include the Golden Apple Teacher Recognition Program, Professional Development Opportunities. 444839 631242 Take Stock in Children scholarship and mentoring program. Take Stock in Children is a statewide program that helps deserving children from low-income families achieve academic and personal success through scholarships and mentor support. An extensive network of early intervention and long term support led by a local partnership of schools, businesses, agencies is put into place to guide the student. It is backed by strong parental involvement and community investment. The Take Stock program makes a multi-year commitment to children, providing a comprehensive array of services from the time they enter the program in eighth grade through their graduation from college or vocational school. There are several components behind the success of the program: selection, contract, mentors, student support, scholarship. An explanation of each component can be found at: http://www.educationforcollier.org/ 558277 229260 558277 Scholarships and Grants for Classroom and school based projects. Examples of such are Connect With a Classroom Grants, Lucie Jenny MacCarthy Music Grants, Family Literacy Grants. Additional Descriptions of each program service can be found at: http://www.educationforcollier.org/ 610850 1100755 610850 1100755 1952893 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 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 2 0 1 20 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 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 Keith Walker Chair 5.00 X X 0 0 0 Jim Hoppensteadt Immediate Past Chair 5.00 X X 0 0 0 Bill Barker Vice Chair 5.00 X X 0 0 0 Brad Galbraith Vice Chair 5.00 X X 0 0 0 Lynn Yaeger Davidson Vice Chair 5.00 X X 0 0 0 Mike Boose Secretary 5.00 X X 0 0 0 Mary Cone Finance Chair 5.00 X X 0 0 0 Susan McManus President 40.00 X X 98855 0 5569 Marcelo Alvarez Board of Director 5.00 X 0 0 0 Carol Boyd Board of Director 5.00 X 0 0 0 Steve Brinkert Board of Director 5.00 X 0 0 0 Andrew Buschle Board of Director 5.00 X 0 0 0 Kathy Connelly Board of Director 5.00 X 0 0 0 Hunter Hansen 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 Dick Munro 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 Dr Kamela Patton Board of Director 5.00 X 0 0 0 Gary Personette 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 98855 0 5569 0 0 0 0 0 2771223 719026 2771223 Other income 900099 106 106 106 16458 16458 501052 217569 283483 283483 3071270 0 0 300047 229260 229260 110962 83244 10652 17066 616340 462378 59169 94793 87976 65999 8446 13531 61173 45892 5873 9408 70 70 2275 2275 890 890 7120 7120 430 430 Literacy and Grants 329017 329017 Educator Programs 233052 233052 Community Engagement 228527 228527 Take in Stock Children 186199 186199 141619 89325 24749 27545 2234910 1952893 119674 162343 448754 747543 113717 173402 4237 3737 166400 113314 7847 53086 3225215 3577052 3799770 4554820 18106 52922 18106 52922 X 223973 385746 3374228 3816788 183463 299364 3781664 4501898 3799770 4554820 836360 -116126 0 X 0 1 X 1 0 X 1945977 1835044 2006161 2218515 2771223 10776920 144188 139444 142997 169688 501052 1097369 2090165 1974488 2149158 2388203 3272275 11874289 0 0 0 11874289 11120 1808 1602 11041 16458 42029 11120 1808 1602 11041 16458 42029 1832 1094 106 3032 2101285 1976296 2152592 2400338 3288839 11919350 0.99620 0.99630 0.00350 0.00350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 202451 115901 1237 2816 316773 183463 20847 1859 202451 83313 100150 183463 83313 83313 133313 8666 -50000 -7685 -981 83313 0.05500 0.94500 1 0 166400 113314 53086 53086 Prepaid Scholarships 3260282 Community Foundation Endowment 316770 3577052 2955144 -116126 -116126 3071270 0 3071270 2234910 0 2234910 0 2234910 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, 2015 the following items were permanently restricted net assets: Dellora and Norris Foundation: $100,000 David and Vicky Smith: $75,000 Virginia Quirk: $25,650 State of Florida: $12,500 Northern Trust: $10,000 Strong Roots Campaign: $15,000 Other Misc: $61,214 Total permanently restricted funds $183,463 Night of Champions 401903 401903 117932 TSIC Golf Tournament 52571 52571 38193 46578 46578 61444 501052 501052 217569 217569 283483 1 Scholarships 88 229260 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 6 44940 Fair Market Value X Jewelry 1 12839 Fair Market Value X Gift Certificate 1 3500 Fair Market Value X Signs 1 2200 Fair Market Value X Furniture 1 1960 Fair Market Value X Computer Equipment 1 755 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.educationforcollier.org