2015-11-16T07:32:19-06:00 2014-12-31 721396621 CARR RIGGS & INGRAM LLC 1713 MAHAN DRIVE TALLAHASSEE FL 32308 990 2014-01-01 463332269 EXCELLENCE IN EDUCATION NATIONAL INC EXCE 8503914090 215 S MONROE ST NO 420 TALLAHASSEE FL 32301 PATRICIANNA LEVESQUE EXECUTIVE DIRECTOR 8503913070 2015-11-16 1 MICHAEL C CARTER P00292302 8508788777 2014 2016-04-25 22:37:26Z PATRICIANNA LEVESQUE 215 S MONROE ST NO 420 TALLAHASSEE FL 32301 2276695 0 X WWW.EXCELNATIONAL.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. 4 4 20 4 0 0 500000 2276649 0 0 0 46 0 0 500000 2276695 0 0 0 0 0 699781 0 24484 321506 56254 478421 56254 1202686 443746 1074009 448697 1669697 4951 151942 443746 1517755 EXCELLENCE IN EDUCATION NATIONAL, INC. WAS ESTABLISHED IN 2013 TO ADVANCE EDUCATION POLICIES IN AMERICA THAT MAXIMIZE EVERY STUDENT'S POTENTIAL FOR LEARNING AND PREPARE ALL STUDENTS FOR SUCCESS IN THE 21ST CENTURY. 0 0 514956 EXCEL NATIONAL PROMOTES EDUCATION REFORM LEGISLATION AT THE STATE LEVEL AND BUILDS PUBLIC SUPPORT BY PURSUING LEGISLATION THAT IMPROVES STUDENT LEARNING AND EXPANDS EDUCATIONAL CHOICE. 514956 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 11 0 1 20 1 0 0 0 0 1 1 0 X 4 4 1 0 1 0 0 0 0 1 0 0 0 0 1 1 1 1 1 0 1 0 AR CT FL GA HI KS KY NJ NY NC PA SC UT VA WI X X X PAMELA GRIGGS 8503914200 215 SOUTH MONROE STREET NO 420 TALLAHASSEE FL 32301 JOHN E BUSH PRESIDENT 1.00 8.00 X X 0 0 0 F PHILIP HANDY TREASURER 1.00 4.00 X X 0 0 0 ELISABETH DEVOS SECRETARY 1.00 1.00 X X 0 0 0 ZACHARIAH P ZACHARIAH DIRECTOR 1.00 X 0 0 0 PATRICIANNA LEVESQUE EXECUTIVE DIRECTOR 1.00 30.00 X 15278 316372 4686 CARRIE A JENKINS CFO THROUGH 3/31 7.00 27.00 X 0 15825 2256 PAMELA M GRIGGS DIRECTOR OF FINANCE FROM 4/1 7.00 28.00 X 0 16545 523 JOSH VENABLE DIRECTOR OF DEVELOPMENT 31.00 9.00 X 95895 36668 9336 111173 385410 16801 0 0 1 1 0 91000 2185649 2276649 46 46 0 91000 0 0 2276695 0 0 46 169774 85721 50804 33249 487026 180109 239909 67008 6191 4890 -182 1483 336 -1220 1441 115 36454 20347 9852 6255 14149 8941 5208 9841 7438 1011 1392 5000 5000 24484 24484 24536 21306 3230 100018 1500 98518 109587 17485 18994 73108 24514 14468 7128 2918 62552 40838 21714 36994 30436 3836 2722 49 49 16413 15474 939 30000 30000 3427 2391 558 478 5351 3749 852 750 COMMUNICATIONS 35990 34975 427 588 1202686 514956 366224 321506 198697 936868 250000 650000 105 14807 38198 30484 3427 0 27057 0 2662 448697 1669697 3558 52845 44107 1393 54990 4951 151942 X 193746 867755 250000 650000 443746 1517755 448697 1669697 1074009 0 X 0 1 X 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 2273 63 2210 28211 3364 24847 27057 DUE TO RELATED PARTIES 54990 54990 X 2276843 148 148 2276695 0 2276695 1202834 148 148 1202686 0 1202686 PART X, LINE 2: THE ORGANIZATION HAS IMPLEMENTED ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FASB ASC 740, INCOME TAXES. 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, 2014, THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. X X X X X X 1 POLITICAL CAPITAL LLC 2668 SCOTT MILL LANE JACKSONVILLE FL 32223 FLORIDA FUNDRAISING ACTIVITIES 0 100000 24484 75516 100000 24484 75516 AR CT FL GA HI KS KY NJ NY NC PA SC UT VA WI GSV SUMMIT 91000 91000 91000 91000 X 0 0 X X 0 0 0 0 0 0 0 0 0 PATRICIANNA LEVESQUE EXECUTIVE DIRECTOR 15278 180270 0 71602 0 64500 0 4686 0 0 15278 321058 0 0 PART I, LINE 1A TRAVEL PROVIDED TO BOARD MEMBERS VALUED AT $1,532. FORM 990, SCHEDULE J, PAGE 3, PART III THROUGH OCTOBER MERGER WITH FOUNDATION FOR FLORIDA'S FUTURE, AN UNRELATED 501C(4) ORGANIZATION, PATRICIANNA LEVESQUE, CARRIE JENKINS (THROUGH 3/31), AND PAMELA GRIGGS (FROM 4/1) WERE SHARED OFFICERS OF EACH ORGANIZATION. EXCELLENCE IN EDUCATION NATIONAL REIMBURSED FOUNDATION FOR FLORIDA'S FUTURE FOR COMPENSATION ATTRIBUTED TO SHARED TIME. PATRICIANNA LEVESQUE EXECUTIVE DIRECTOR 117964 REIMBURSEMENT. PATRICIANNA LEVESQUE WAS A PAID OFFICER OF A RELATED ORGANIZATION, FOUNDATION FOR EXCELLENCE IN EDUCATION, INC. (EXCELINED). DURING 2014, THE ORGANIZATION REIMBURSED $117,964 TO EXCELINED FOR CONSULTING SERVICES. 0 PATRICIANNA LEVESQUE EXECUTIVE DIRECTOR 81639 REIMBURSEMENT. PATRICIANNA LEVESQUE WAS A PAID OFFICER OF AN UNRELATED ORGANIZATION, FOUNDATION FOR FLORIDA'S FUTURE INC. (FFF). DURING 2014, THE ORGANIZATION RECEIVED CONSULTING SERVICES FROM FFF WITH AN ESTIMATED VALUE OF $81,639. REIMBURSEMENTS FOR THESE SERVICES ARE INCLUDED IN PERSONNEL EXPENSES IN PART IX. 0 FORM 990, PART VI, SECTION A, LINE 2 JOHN E. BUSH, F. PHILIP HANDY, AND ZACHARIAH P. ZACHARIAH WERE DIRECTORS OF BOTH FOUNDATION FOR FLORIDA'S FUTURE AND EXCELLENCE IN EDUCATION NATIONAL THROUGH THE DATE OF MERGER. JOHN E. BUSH AND F. PHILIP HANDY WERE ALSO DIRECTORS OF FOUNDATION FOR EXCELLENCE IN EDUCATION. PATRICIANNA LEVESQUE, CARRIE JENKINS (THROUGH 3/31), AND PAMELA GRIGGS (FROM 4/1) WERE OFFICERS OF EXCELLENCE IN EDUCATION NATIONAL, FOUNDATION FOR FLORIDA'S FUTURE, AND FOUNDATION FOR EXCELLENCE IN EDUCATION. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE UPDATED AND SIGNED BY THE SECRETARY ON 11/19/14. THE REVISED BYLAWS WERE AMENDED AS FOLLOWS: 1) TO ADD A NEW ARTICLE THAT WILL GOVERN THE NEW ADVISORY BOARD, THE FLORIDA BOARD OF TRUSTEES, WHICH WILL PROVIDE GUIDANCE AND ADVICE TO THE CORPORATION BUT WILL HAVE NO GOVERNANCE RESPONSIBILITIES, 2) TO ALLOW FOR THE USE OF TRADE NAMES, IN ACCORDANCE WITH STATE LAWS, AND 3) TO MAKE THE EXECUTIVE DIRECTOR A NON-VOTING EX OFFICIO MEMBER OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES ESTABLISHED. FORM 990, PART VI, SECTION B, LINE 11 REVIEWED BY ACCOUNTING, LEGAL, AND ADMINISTRATION 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 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. 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, EXCELNATIONAL.ORG FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL OF THE DOCUMENTS LEGALLY REQUIRED FOR DISCLOSURE AVAILABLE UPON REQUEST. FORM 990 EXCELLENCE IN EDUCATION NATIONAL AND FOUNDATION FOR FLORIDA'S FUTURE LEGALLY MERGED ON OCTOBER 24, 2014. EXCELLENCE IN EDUCATION NATIONAL IS THE SURVIVING ENTITY WHILE FOUNDATION FOR FLORIDA'S FUTURE IS THE MERGED ENTITY. THE NAME FOUNDATION FOR FLORIDA'S FUTURE WAS REGISTERED AS A LEGAL TRADE NAME OF EXCELLENCE IN EDUCATION NATIONAL." FOUNDATION FOR FLORIDA'S FUTURE, INC. (FFF) WAS LEGALLY MERGED INTO THE ORGANIZATION EFFECTIVE OCTOBER 24, 2014. FOR 2014, THE ORGANIZATION RECOGNIZED THE FOLLOWING CONTRIBUTION RELATED TO THE ACQUISITION OF FFF ON OCTOBER 24, 2014 MERGER: AS OF OCTOBER 24, 2014 CASH $ 613,290 OTHER ASSETS 235,597 LIABILITIES (176,819) NET ASSETS RECEIVED AS CONTRIBUTION $ 672,068 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 117964 COST