2023-11-09T12:32:25-06:00 2022-12-31 721396621 CARR RIGGS & INGRAM LLC 2633 CENTENNIAL BLVD STE 200 TALLAHASSEE FL 32308 990 2022-01-01 260615175 FOUNDATION FOR EXCELLENCE IN EDUCATION INC FOUN 8503914090 215 SOUTH MONROE STREET NO 710 TALLAHASSEE FL 32301 PATRICIANNA LEVESQUE CEO 8503914090 2023-11-07 1 PATRICIANNA LEVESQUE 999009999 0 MICHAEL C CARTER P00292302 8508788777 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PATRICIANNA LEVESQUE 215 SOUTH MONROE STREET NO 710 TALLAHASSEE FL 32301 22849622 0 X WWW.EXCELINED.ORG X 2007 FL BUILDING A FUTURE WHERE STUDENT-CENTERED EDUCATION UNLOCKS LIFELONG OPPORTUNITY AND SUCCESS 12 12 64 13 0 0 7306404 20931445 349577 616563 629293 349005 782 941 8286056 21897954 104247 231569 0 0 6426508 6675560 0 0 595579 2506632 2663562 9037387 9570691 -751331 12327263 16109457 26810690 966370 1648007 15143087 25162683 X BUILDING A FUTURE WHERE STUDENT-CENTERED EDUCATION UNLOCKS LIFELONG OPPORTUNITY AND SUCCESS FOR EACH AND EVERY CHILD. 0 0 2281472 100000 174768 INNOVATIONEXCELINED'S INNOVATION PROGRAM FOCUSES ON EXPANDING ALTERNATIVE LEARNING MODELS AND PREPARING STUDENTS FOR SUCCESS AFTER GRADUATION THROUGH WORKFORCE-ALIGNED COLLEGE AND CAREER PATHWAYS. 2126424 100000 25000 QUALITYEXCELINED'S QUALITY PROGRAM STRIVES TO CLOSE PERSISTENT LEARNING GAPS AND GUARANTEE THE ACADEMIC SUPPORT THAT EVERY CHILD NEEDS TO LEARN, SUCCEED, AND ACHIEVE THEIR FULL POTENTIAL. EXCELINED FOCUSES ON POLICY SOLUTIONS THAT HOLD SCHOOLS ACCOUNTABLE FOR STUDENT SUCCESS, ENSURE ALL LEARNERS ARE READING BY THE END OF THIRD GRADE, EMPOWER FAMILIES WITH TRANSPARENT INFORMATION, AND MODERNIZE FUNDING FORMULAS. 1726895 2133 385795 NATIONAL SUMMIT ON EDUCATIONEXCELINED HOSTED THE 2022 NATIONAL SUMMIT ON EDUCATION, WHICH CONVENED NEARLY 1,000 STATE AND NATIONAL LEADERS TO EXCHANGE RESULTS-BASED POLICY SOLUTIONS AND STRATEGIES THAT ARE SHAPING PUBLIC POLICY AND TRANSFORMING EDUCATION SYSTEMS ACROSS THE COUNTRY. 1549596 29436 31000 OPPORTUNITYEXCELINED'S OPPORTUNITY PROGRAM SEEKS TO EMPOWER FAMILIES WITH CHOICE AND EDUCATIONAL OPTIONS THAT BEST MEET THE UNIQUE NEEDS OF INDIVIDUAL STUDENTS. POLICY SOLUTIONS INCLUDE EXPANDING PUBLIC AND PRIVATE SCHOOL CHOICE THROUGH OPEN ENROLLMENT, PUBLIC CHARTER SCHOOLS, VOUCHERS, TAX-CREDIT SCHOLARSHIPS AND EDUCATION SCHOLARSHIP ACCOUNTS (ESA). ARTS FOR LIFEARTS 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. 1549596 29436 31000 7684387 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 1 18 0 1 64 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AL AR CA 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 PAMELA GRIGGS 8503914090 215 SOUTH MONROE STREET NO 710 TALLAHASSEE FL 32301 PATRICIANNA LEVESQUE CEO 33.00 7.00 X 443018 69625 33221 DEENA REPPEN CHIEF OPERATING OFFICER 35.00 5.00 X 339666 0 24282 LIZZETTE REYNOLDS VP OF POLICY 40.00 X 242449 0 22734 CHRISTY L SANDBERG SENIOR POLICY FELLOW 40.00 X 193037 0 15164 KYMYONA BURK SENIOR POLICY FELLOW 40.00 X 188258 0 15769 MATTHEW JOSEPH SENIOR POLICY FELLOW 40.00 X 179882 0 5527 THOMAS GREENE VP OF ADVOCACY 28.00 12.00 X 122381 52000 15391 PAMELA M GRIGGS SR DIRECTOR OF FINANCE & COMPLIANCE 31.00 9.00 X 168940 0 18572 JOHN E BUSH PRESIDENT 5.00 1.00 X X 0 0 0 F PHILIP HANDY TREASURER 1.00 1.00 X X 0 0 0 ALLAN HUBBARD SECRETARY 1.00 X X 0 0 0 JANET AYERS DIRECTOR 1.00 X 0 0 0 REGINALD J BROWN DIRECTOR 1.00 X 0 0 0 ERIC CANTOR DIRECTOR 1.00 1.00 X 0 0 0 CHRISTOPHER CERF DIRECTOR 1.00 X 0 0 0 GARY R CHARTRAND DIRECTOR 1.00 1.00 X 0 0 0 CESAR CONDE DIRECTOR 1.00 0.00 X 0 0 0 DEE B HASLAM DIRECTOR 1.00 1.00 X 0 0 0 JOEL I KLEIN DIRECTOR 1.00 X 0 0 0 SUSANA MARTINEZ DIRECTOR 1.00 X 0 0 0 BRUCE RAUNER DIRECTOR 1.00 1.00 X 0 0 0 1877631 121625 150660 25 0 1 0 POWERS COMPLIANCE PLLC 1717 K STREET NW SUITE 900 WASHINGTON DC 20006 LEGAL SERVICES 128258 1 20931445 20931445 EVENT REGISTRATION INCOME 900099 385795 385795 CONSULTING 900099 224768 224768 HONORARIUM 900099 6000 6000 616563 274512 274512 2 2 1026161 951668 74493 74493 74493 OTHER INCOME 900099 939 939 939 21897954 617504 0 349005 202000 202000 29569 29569 961815 460218 357696 143901 4639917 3808744 521960 309213 130156 104217 15708 10231 550672 393132 119773 37767 393000 298797 62137 32066 141180 94040 28952 18188 31504 22555 7030 1919 15092 15092 226832 200583 20469 5780 10326 7155 2483 688 40440 32990 3610 3840 57906 37095 11272 9539 54974 38907 12742 3325 233304 168756 59799 4749 156670 156670 1266884 1228104 27309 11471 34970 25319 7494 2157 15308 2348 12786 174 COMMUNICATIONS 378172 373188 4413 571 9570691 7684387 1290725 595579 356166 1677965 0 2612024 12932326 217381 147249 44085 42090 96238 105149 102565 86832 4926 15733 4044116 3724812 8677432 8030134 51089 23222 6000 112010 16109457 26810690 288967 994170 32500 130074 644903 523763 966370 1648007 X 11096174 12000081 4046913 13162602 15143087 25162683 16109457 26810690 12327263 -2307667 0 X 0 1 X 1 0 X 8827097 9317355 12662573 7306404 20931445 59044874 8827097 9317355 12662573 7306404 20931445 59044874 33378275 25666599 140265 157553 139594 185731 274512 897655 35000 35000 59977529 1626983 0.42790 0.45700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21376 21376 9549315 9570691 628535 157134 0 0 611516 554131 601920 628535 2396102 3594153 11205 40065 63715 21376 136361 152879 138533 150480 157134 599026 898539 10358 10358 0 92207 76474 15733 15733 FIXED INCOME SECURITIES - ETFS 1204564 F SHORT TERM INVESTMENTS 120 F FIXED INCOME - MUTUAL FUNDS 6825450 F 8030134 DEFERRED COMPENSATION 411760 OPERATING LEASE LIABILITY 112003 523763 X 19723395 -2307667 148200 -2159467 21882862 15092 15092 21897954 9703799 148200 148200 9555599 15092 15092 9570691 PART X, LINE 2: THE FOUNDATION UTILIZES THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (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, 2022 AND 2021, THE FOUNDATION HAS NO UNCERTAIN TAX PROVISIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2019. 1 THE LEARNING AGENCY 4513 WINDOM PLACE NW WASHINGTON DC 20016 842365060 501(C)(3) 100000 0 COST DATA SCIENCE EDUCATION BOSTON UNIVERSITY ONE SILBER WAY BOSTON MA 02215 042103547 501(C)(3) 100000 0 COST LITERACY RESEARCH 2 0 ARTS FOR LIFE - STUDENT SCHOLARSHIPS 25 25000 1136 COST AWARDS ARTS FOR LIFE - JUDGE STIPENDS 13 1300 COST EXCELLENCE IN EDUCATION AWARD 2133 COST AWARDS 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. FOR CASH AMOUNTS GRANTED TO ORGANIZATIONS, A GIFT IS ACCOMPANIED BY A LETTER STATING THE EXEMPT PURPOSE RESTRICTING ITS USE TO THAT PURPOSE, OR IF PAID IN ARREARS OF SUCH AN EXEMPT PURPOSE, IS SUPPORTED BY DOCUMENTATION OF ACTUAL COST. 1 X X X X 0 1 0 0 0 0 0 1 0 PATRICIANNA LEVESQUE CEO 294010 51528 103142 18097 45866 0 7778 1277 20541 3625 471337 74527 270734 0 DEENA REPPEN CHIEF OPERATING OFFICER 261300 0 40852 0 37514 0 9150 0 15132 0 363948 0 74654 0 LIZZETTE REYNOLDS VP OF POLICY 239177 0 14237 0 -10965 0 7602 0 15132 0 265183 0 0 0 CHRISTY L SANDBERG SENIOR POLICY FELLOW 185597 0 11792 0 -4352 0 5922 0 9242 0 208201 0 0 0 KYMYONA BURK SENIOR POLICY FELLOW 177222 0 12606 0 -1570 0 5695 0 10074 0 204027 0 0 0 MATTHEW JOSEPH SENIOR POLICY FELLOW 171543 0 11189 0 -2850 0 5482 0 45 0 185409 0 0 0 THOMAS GREENE VP OF ADVOCACY 113567 48243 10384 3757 -1570 0 3719 1560 7078 3034 133178 56594 0 0 PAMELA M GRIGGS SR DIRECTOR OF FINANCE & COMPLIANCE 164688 0 7615 0 -3363 0 5169 0 13403 0 187512 0 0 0 PART I, LINE 3 CEO COMPENSATION WAS NEGOTIATED WITH THE COMPENSATION AND ADMINISTRATION COMMITTEE. THE COMMITTEE APPROVED AND SIGNED A WRITTEN OFFER LETTER. EMPLOYMENT ATTORNEYS WERE ALSO CONSULTED IN THE PROCESS. PART I, LINE 4B COMPENSATION FOR PATRICIANNA LEVESQUE INCLUDED CONTRIBUTIONS OF $32,464 TO A 457(F) PLAN AND COMPENSATION FOR DEENA REPPEN INCLUDED CONTRIBUTIONS OF $23,126 TO A 457(F) PLAN. PART I, LINE 7 FOR SOME EMPLOYEES, COMPENSATION INCLUDED A DISCRETIONARY BONUS RELATED TO PERFORMANCE. DEENA REPPEN COO 36923 REIMBURSEMENT - THERE ARE SOME OVERLAPPING CURRENT AND FORMER OFFICERS, DIRECTORS, AND KEY EMPLOYEES WITH THE RELATED ORGANIZATION, EXCELLENCE IN EDUCATION NATIONAL, 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 PAMELA M GRIGGS SR. DIRECTOR OF FINANCE 43252 REIMBURSEMENT - THERE ARE SOME OVERLAPPING CURRENT AND FORMER OFFICERS, DIRECTORS, AND KEY EMPLOYEES WITH THE RELATED ORGANIZATION, EXCELLENCE IN EDUCATION NATIONAL, 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 PATRICIANNA LEVESQUE CEO 15815 REIMBURSEMENT - THERE ARE SOME OVERLAPPING CURRENT AND FORMER OFFICERS, DIRECTORS, AND KEY EMPLOYEES WITH THE RELATED ORGANIZATION, EXCELLENCE IN EDUCATION NATIONAL, 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 A DIRECT PAYROLL TO THE EMPLOYEE FROM EACH RELATED ORGANIZATION AND THE PERSONNEL SERVICES TRANSACTIONS FROM THE RELATED ORGANIZATION INCLUDE REIMBURSEMENT FOR THE ADDITIONAL SHARED TIME OF THIS INDIVIDUAL. 0 DEENA REPPEN COO 18096 FAMILY MEMBER ON STAFF. AMOUNT REPRESENTS WAGES EARNED. 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, PHILIP HANDY, ERIC CANTOR, DEE HASLAM, GARY CHARTRAND, BRUCE RAUNER, PATRICIANNA LEVESQUE, DEENA REPPEN, AND PAMELA GRIGGS. 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. FINAL DRAFT REVIEWED BY FINANCE AND AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS DISTRIBUTED ON AN ANNUAL BASIS AND 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 CEO'S COMPENSATION WAS NEGOTIATED WITH THE COMPENSATION AND ADMINISTRATION COMMITTEE. THE COMMITTEE APPROVED AND SIGNED A WRITTEN OFFER LETTER. THE ORGANIZATION'S ATTORNEYS WERE ALSO CONSULTED IN THE PROCESS. COMPENSATION FOR VICE PRESIDENT AND KEY EMPLOYEE POSITIONS 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, A COMPENSATION ANALYSIS IS CONDUCTED AND SALARIES OF TOP LEVEL EMPLOYEES ARE COMPARED AGAINST SIMILAR ORGANIZATIONS TO AID IN SETTING AND BENCHMARKING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 18 AVAILABLE UPON REQUEST. FORM 990S ARE ALSO AVAILABLE ON GUIDESTAR.ORG. THE THREE MOST CURRENT RETURNS ARE MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE, EXCELINED.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL OF THE DOCUMENTS LEGALLY REQUIRED FOR DISCLOSURE AVAILABLE UPON REQUEST. EXCELLENCE IN EDUCATION NATIONAL INC 215 S MONROE ST STE 710 TALLAHASSEE FL 32301 463332269 TO ADVANCE POLICIES THAT WILL IMPROVE EDUCATION IN THE US FL 501(C)(4) 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 EXCELLENCE IN EDUCATION NATIONAL INC O 413226 COST EXCELLENCE IN EDUCATION NATIONAL INC Q 137257 COST