2014-11-13T15:43:05-06:00 2013-12-31 721396621 CARR RIGGS & INGRAM LLC 1713 MAHAN DRIVE TALLAHASSEE FL 32308 990 2013-01-01 260615175 FOUNDATION FOR EXCELLENCE IN EDUCATION INC FOUN 8503914090 215 SOUTH MONROE STREET NO 420 TALLAHASSEE FL 32301 PATRICIANNA LEVESQUE CEO 8503914090 2014-11-13 1 MICHAEL C CARTER P00292302 8508788777 2013 2015-11-30 17:44:51Z PATRICIANNA LEVESQUE 215 SOUTH MONROE STREET NO 420 TALLAHASSEE FL 32301 22421456 0 X WWW.EXCELINED.ORG X 2007 FL TO BUILD AN AMERICAN EDUCATION SYSTEM THAT EQUIPS EVERY CHILD TO ACHIEVE THEIR GOD-GIVEN POTENTIAL. 12 12 53 13 0 0 9878826 11211124 93628 198269 84196 6781 0 38 10056650 11416212 53866 1192073 0 0 2335277 4268936 3250 0 583237 3557084 4894521 5949477 10355530 4107173 1060682 13710854 14938571 110869 297682 13599985 14640889 X TO BUILD AN AMERICAN EDUCATION SYSTEM THAT EQUIPS EVERY CHILD TO ACHIEVE THEIR GOD-GIVEN POTENTIAL. 0 0 1484785 12673 198269 HOSTED THE SIXTH ANNUAL NATIONAL SUMMIT ON EDUCATION REFORM WHICH CONVENED EDUCATION STAKEHOLDERS FROM ACROSS AMERICA AND AROUND THE WORLD TO SHARE STRATEGIES TO IMPROVE THE QUALITY OF EDUCATION FOR ALL CHILDREN. 4014688 100 STATE INITIATIVES PROGRAM CONTINUED TO RESEARCH AND PROVIDE BEST PRACTICES ACROSS KEY EDUCATION POLICY AREAS WHICH HELPED EQUIP PARENTS AND STATE LEADERS ALIKE WITH INFORMATION TO IMPROVE THE QUALITY OF K-12 EDUCATION. 1146306 DIGITAL LEARNING NOW! CONTINUED ITS FOCUS ON ADVANCING STATE POLICIES THAT CREATE A HIGH-QUALITY LEARNING ENVIRONMENT TO BETTER EQUIP ALL STUDENTS WITH THE KNOWLEDGE AND SKILLS TO SUCCEED IN THE 21ST CENTURY ECONOMY. AMONG MANY ACHIEVEMENTS, DIGITAL LEARNING NOW! COORDINATED AND RELEASED A SERIES OF PAPERS ON A VARIETY OF DIGITAL LEARNING TOPICS INCLUDING HOW BLENDED LEARNING MODELS CAN ACCELERATE STUDENT LEARNING FOR COLLEGE AND CAREER READINESS. 2538879 1127114 PROGRAM SUPPORT FOR CHIEFS FOR CHANGE, A COALITION OF REFORM-MINDED CHIEF STATE SCHOOL OFFICERS. 186501 52187 15 ARTS FOR LIFE AWARDED SCHOLARSHIPS TO GRADUATING FLORIDA HIGH SCHOOL SENIORS WHO EXCELLED IN VISUAL ARTS, MUSIC, DANCE, DRAMA OR CREATIVE WRITING TO SUPPORT THEIR GOAL OF HIGHER EDUCATION. 2725380 1179301 15 9371159 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 47 0 1 53 1 0 0 0 0 0 1 1 0 0 0 0 X 12 12 1 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AL AK AR CA CT FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OK OR PA RI SC TN UT VA WV WI X X CARRIE JENKINS 8503914090 215 SOUTH MONROE STREET NO 420 TALLAHASSEE FL 32301 JOHN E BUSH PRESIDENT 8.00 1.00 X X 0 0 0 F PHILLIP HANDY SECRETARY 4.00 1.00 X X 0 0 0 WILLIAM E OBERNDORF TREASURER 1.00 X X 0 0 0 REGINALD J BROWN DIRECTOR 1.00 X 0 0 0 WILLIAM SIMON DIRECTOR 1.00 X 0 0 0 BRIAN S YABLONSKI DIRECTOR 1.00 X 0 0 0 CESAR CONDE DIRECTOR 1.00 X 0 0 0 JOEL I KLEIN DIRECTOR 1.00 X 0 0 0 ELISABETH DEVOS DIRECTOR 1.00 X 0 0 0 LAURENE P JOBS DIRECTOR 1.00 X 0 0 0 CONDOLEEZZA RICE DIRECTOR 1.00 X 0 0 0 CHARLES R SCHWAB DIRECTOR 1.00 X 0 0 0 PATRICIANNA LEVESQUE CEO 30.00 1.00 X 159244 0 44778 CARRIE A JENKINS CFO 24.00 1.00 X 0 0 0 FONDA L ANDERSON CHIEF DEVELOPMENT OFFICER 32.00 2.00 X 190367 0 10262 CLIFTON M LADNER SENIOR ADVISOR OF POLICY AND RESEARCH 40.00 X 172950 0 19659 LYDIA LOGAN MANAGING DIRECTOR OF CHIEFS FOR CHANGE 40.00 X 151167 0 9086 DANA KAMMEL CHIEF OF STAFF 24.00 X 126987 0 3810 JOSHUA VENABLE DIRECTOR OF ADVOCACY 40.00 X 125450 0 8315 926165 0 95910 11 0 1 1 REVOLUTION AGENCY 1020 PRINCESS STREET ALEXANDRIA VA 22314 PROJECT SUPPORT AND CONSULTING 841652 WHITEBOARD ADVISORS PO BOX 904147 CHARLOTTE NC 28290 RESEARCH AND POLICY CONSULTING 384658 GETTING SMART 1600B SW DASH POINT RD 311 FEDERAL WAY WA 98023 DIGITAL LEARNING CONSULTING 306629 CLARK HILL 601 PENNSYLVANIA AVE NW NORTH BLDG WASHINGTON DC 20004 LEGAL SERVICES 145000 ERIC J SMITH 239 S MATANZAS BLVD ST AUGUSTINE FL 32080 CHIEFS FOR CHANGE CONSULTING 139288 8 51077 11160047 11211124 NATIONAL SUMMIT 900099 198269 198269 198269 62866 62866 23 23 10949159 11005244 -56085 -56085 -56085 0 51077 0 0 OTHER INCOME 900099 15 15 15 11416212 198284 0 6804 X 1127213 1127213 64860 64860 204022 171378 10201 22443 3499353 2943433 163383 392537 84957 71036 8318 5603 234881 212299 4065 18517 245723 219047 5287 21389 316000 314850 1150 290909 256028 34881 29466 23422 6044 1335908 1302045 13721 20142 61368 57674 194 3500 246356 148850 59178 38328 308490 300674 7566 250 308571 228762 79809 371865 319745 3829 48291 355918 355918 862804 855858 2327 4619 9508 9508 8476 6857 1619 COMMUNICATIONS 378882 371702 712 6468 UNCOLLECTIBLE PLEDGES 10000 10000 10355530 9371159 401134 583237 3724032 2298292 6709200 5450247 13696 63530 60155 38409 71500 84253 17206 38495 67047 3095403 6930713 41785 46921 13710854 14938571 110869 297682 110869 297682 X 2229519 2383531 11370466 12257358 13599985 14640889 13710854 14938571 1060682 -19778 0 X X 0 1 X 1 0 X 2823084 6094297 8483334 9972454 11409393 38782562 2823084 6094297 8483334 9972454 11409393 38782562 16838327 21944235 6104 7613 10378 84196 62866 171157 4842 38 4880 38958599 0.56330 0.56130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 12533 12533 10374263 10386796 669340 167335 0 0 346523 669340 1015863 1523795 2016 12533 14549 86631 167335 253966 380949 5000 42 4958 79253 17164 62089 67047 SHORT TERM INVESTMENTS - U.S. TREASURIES133,103 230097 F EQUITY SECURITIES - EXCHANGE TRADED FUNDS 2347829 F GOVERNMENT BOND FUNDS 2273072 F CORPORATE BOND FUNDS 345095 F OTHER INVESTMENTS 5416 F CORPORATE STOCK FUNDS 1729204 F 6930713 X 11427700 -19778 31266 11488 11416212 0 11416212 10386796 31266 31266 10355530 0 10355530 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, 2013, THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE INCOME TAX RETURNS OF THE ORGANIZATION FOR 2010, 2011 AND 2012 ARE OPEN TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. ARTS FOR LIFE 51077 51077 51077 51077 1 FLORIDA DEPARTMENT OF EDUCATION 325 W GAINES STREET TALLAHASSEE FL 32301 N/A 200000 PUBLIC INFORMATION GRANT LOUISIANA DEPARTMENT OF EDUCATION 1201 NORTH 3RD STREET 5TH FLOOR BATON ROUGE LA 70802 N/A 188000 PUBLIC INFORMATION GRANT TREASURER STATE OF MAINE 23 STATE HOUSE STATION AUGUSTA ME 043330023 N/A 50000 PUBLIC INFORMATION GRANT OKLAHOMA DEPARTMENT OF EDUCATION 2500 N LINCOLN BLVD STE 121 OKLAHOMA CITY OK 731054599 N/A 200000 PUBLIC INFORMATION GRANT RHODE ISLAND FOUNDATION 1 UNION STATION PROVIDENCE RI 02903 222604963 501C3 200000 PUBLIC INFORMATION GRANT TENNESSEE DEPARTMENT OF EDUCATION 6TH FLOOR ANDREW JOHNSON TOWER 710 JAMES ROBERTSON PARKWAY NASHVILLE TN 37243 N/A 194695 PUBLIC INFORMATION GRANT NEW MEXICO PUBLIC EDUCATION DEPARTMENT 300 DO GASPAR SANTA FE NM 87501 N/A 52199 PUBLIC INFORMATION GRANT NEW JERSEY DEPARTMENT OF EDUCATION PO BOX 500 TRENTON NJ 086250500 N/A 42220 PUBLIC INFORMATION GRANT 1 7 ARTS FOR LIFE 25 50000 855 COST SCHOLARSHIPS AND AWARDS FOR ARTS FOR LIFE WINNERS NATIONAL SUMMIT 800 4264 COST COINS FOR SUMMIT ATTENDEES FUNDRAISING 100 1332 COST BOOKS GIVEN TO DONORS NATIONAL SUMMIT 850 8409 COST FOLIOS FOR SUMMIT ATTENDEES PART I, LINE 2: THE ORGANIZATION SENDS A FORM TO THE RECIPIENTS OF SCHOLARSHIP FUNDS REQUESTING THAT THE RECIPIENT CONFIRM THAT THE FUNDS ARE BEING USED FOR THE INTENDED PURPOSE, WHICH IS THE PURSUIT OF HIGHER EDUCATION. X 1 1 X X 0 1 0 0 0 0 0 0 0 PATRICIANNA LEVESQUE CEO 159244 0 0 0 0 0 44778 0 0 0 204022 0 0 0 FONDA L ANDERSON CHIEF DEVELOPMENT OFFICER 190367 0 0 0 0 0 5711 0 4551 0 200629 0 0 0 CLIFTON M LADNER SENIOR ADVISOR OF POLICY AND RESEARC 172950 0 0 0 0 0 5189 0 14470 0 192609 0 0 0 LYDIA LOGAN MANAGING DIRECTOR OF CHIEFS FOR CHAN 151167 0 0 0 0 0 4535 0 4551 0 160253 0 0 0 PART I, LINE 1A TRAVEL PROVIDED TO BOARD MEMBERS VALUED AT $56,930 PART I, LINE 3 CEO COMPENSATION WAS NEGOTIATED WITH THE COMPENSATION AND ADMINISTRATION COMMITTEE. THE COMMITTEE APPROVED AND SIGNED A WRITTEN OFFER LETTER. OUR LABOR ATTORNEYS WERE ALSO CONSULTED IN THE PROCESS. PART I, LINE 4B PATRICIANNA LEVESQUE'S COMPENSATION INCLUDES A $22,500 CONTRIBUTION TO A 457(F) PLAN FORM 990, SCHEDULE J, PAGE 3, PART III CARRIE JENKINS WAS A PAID OFFICER AND SHARED EMPLOYEE OF AN UNRELATED, 501(C)(4) ORGANIZATION NAMED FOUNDATION FOR FLORIDA'S FUTURE, INC., WHICH WAS REIMBURSED FOR SHARED TIME. PATRICIANNA LEVESQUE CEO 46000 PATRICIANNA LEVESQUE WAS A 100% OWNER OF MERIDIAN STRATEGIES, LLC, A CONSULTING FIRM THAT PROVIDED CONSULTING AND MANAGEMENT SERVICES TO FOUNDATION FOR EXCELLENCE IN EDUCATION IN JANUARY AND FEBRUARY. MERIDIAN STRATEGIES, LLC WAS PAID $46,000. MERIDIAN STRATEGIES, LLC CLOSED IN 2013. 0 FORM 990, PART VI, SECTION A, LINE 2 PATRICIANNA LEVESQUE AND CARRIE JENKINS HAVE A BUSINESS RELATIONSHIP. THEY BOTH SERVE AS PAID OFFICERS OF AN UNRELATED, 501(C)(4) ORGANIZATION NAMED FOUNDATION FOR FLORIDA'S FUTURE, INC. FORM 990, PART VI, SECTION A, LINE 3 PATRICIANNA LEVESQUE IS CEO OF THE ORGANIZATION. IN ADDITION, SHE WAS A 100% OWNER OF MERIDIAN STRATEGIES LLC, AN S CORPORATION THAT PROVIDED CONSULTING AND MANAGEMENT SERVICES TO THE ORGANIZATION IN JANUARY AND FEBRUARY. 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. FINAL DRAFT REVIEWED BY FINANCE COMMITTEE. 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 THE CEO'S COMPENSATION WAS NEGOTIATED WITH THE COMPENSATION AND ADMINISTRATION COMMITTEE. THE COMMITTEE APPROVED AND SIGNED A WRITTEN OFFER LETTER. OUR LABOR ATTORNEYS WERE ALSO CONSULTED IN THE PROCESS. COMPENSATION FOR KEY EMPLOYEES, HIGHLY COMPENSATED, AND SENIOR STAFF DURING THE HIRING PROCESS IS PROPOSED BY THE POSITION MANAGER AND THE CEO CONSULTS WITH THE CHAIRMAN OF THE COMPENSATION AND ADMINISTRATION COMMITTEE ON SUCH SALARY REQUIREMENTS. ANNUALLY, THE COMPENSATION AND ADMINISTRATION COMMITTEE MEET TO ANALYZE THE SALARIES OF THE TOP LEVEL EMPLOYEES AND ARE PROVIDED A COMPARISON OF THEIR SALARIES AGAINST OTHER LIKE-SIZE ORGANIZATIONS AS WELL AS THE PERFORMANCE APPRAISAL OF THE EMPLOYEE AND SALARY RECOMMENDATIONS, IF ANY. FORM 990, PART VI, SECTION C, LINE 18 AVAILABLE UPON REQUEST. FORM 990S ARE ALSO AVAILABLE ON GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FORM 990, PART IX, LINE 11G CONSULTING : PROGRAM SERVICE EXPENSES 242,083. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 242,083. PROJECT MANAGEMENT : PROGRAM SERVICE EXPENSES 867,250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 867,250. PROJECT IMPLEMENTATION : PROGRAM SERVICE EXPENSES 186,450. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 186,450. OTHER FEES: PROGRAM SERVICE EXPENSES 6,262. MANAGEMENT AND GENERAL EXPENSES 13,721. FUNDRAISING EXPENSES 20,142. TOTAL EXPENSES 40,125. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S BOARD OF DIRECTORS IS RESPONSIBLE FOR SELECTION OF AN INDEPENDENT ACCOUNTANT AND OVERSIGHT OF THE AUDIT OF FINANCIAL STATEMENTS. EXCELLENCE IN EDUCATION NATIONAL INC 215 S MONROE ST STE 420 TALLAHASSEE FL 32301 463332269 LOBBYING TO PROMOTE POLICIES THAT WILL IMPROVE EDUCATION IN THE US FL 501(C)(4) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0