2024-11-11T14:21:32-06:00 2023-12-31 721396621 CARR RIGGS & INGRAM LLC 2633 CENTENNIAL BLVD STE 200 TALLAHASSEE FL 32308 990 2023-01-01 463332269 EXCELLENCE IN EDUCATION NATIONAL INC EXCE 8503914200 215 SOUTH MONROE STREET NO 710 TALLAHASSEE FL 32301 PATRICIANNA LEVESQUE EXECUTIVE DIRECTOR 8503914200 2024-11-06 1 1 MICHAEL C CARTER P00292302 8508788777 2023 2024-10-15 13:58:12Z EXCELLENCE IN EDUCATION IN ACTION FOUNDATION FOR FLORIDA'S FUTURE PATRICIANNA LEVESQUE 215 SOUTH MONROE STREET NO 710 TALLAHASSEE FL 32301 1240030 0 X EXCELINEDINACTION.ORG X 2013 FL TO TURN PROVEN, BOLD EDUCATION REFORMS INTO REALITY. 7 7 23 30 0 0 3814525 1227537 0 0 0 12480 22 13 3814547 1240030 10000 1000 0 0 872633 912781 0 0 106430 940955 1268128 1823588 2181909 1990959 -941879 3453210 2610518 171319 270506 3281891 2340012 TO TURN PROVEN, BOLD EDUCATION REFORMS INTO REALITY. 0 0 1873990 1000 EXCELINED IN ACTION WORKS WITH STATE LAWMAKERS, PARTNERS, PARENTS AND ADVOCATES TO CHAMPION LEGISLATION THAT EMPOWERS FAMILIES WITH EDUCATIONAL CHOICE, STRENGTHENS SCHOOL ACCOUNTABILITY AND PERFORMANCE, PRIORITIZES EARLY LITERACY AND STUDENT-CENTERED FUNDING, AND PREPARES STUDENTS FOR COLLEGE AND CAREER. 1873990 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 10 0 1 23 1 0 0 0 0 1 1 0 0 0 X 7 7 1 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 1 0 AR FL GA HI KS KY NJ NY NC PA SC UT VA WI X PAM GRIGGS 8503914200 215 S MONROE STREET SUITE 710 TALLAHASSEE FL 32301 JOHN E BUSH PRESIDENT 1.00 1.00 X X 0 0 0 F PHILIP HANDY TREASURER 1.00 1.00 X X 0 0 0 ZACHARIAH P ZACHARIAH SECRETARY 1.00 1.00 X X 0 0 0 ERIC CANTOR DIRECTOR 1.00 1.00 X 0 0 0 GARY CHARTRAND DIRECTOR 1.00 1.00 X 0 0 0 DEE B HASLAM DIRECTOR 1.00 1.00 X 0 0 0 BRUCE RAUNER DIRECTOR 1.00 1.00 X 0 0 0 WILLIAM SIMON DIRECTOR 1.00 1.00 X 0 0 0 PATRICIANNA LEVESQUE EXECUTIVE DIRECTOR 5.00 35.00 X 72049 428275 55403 PAMELA M GRIGGS SR DIR OF FINANCE 9.00 31.00 X 0 175970 17731 DEENA REPPEN CHIEF OF STAFF 6.00 34.00 X 0 328634 45605 THOMAS GREENE NATIONAL LEGISLATIVE DIRECTOR 19.00 21.00 X 56401 130419 17736 CARRIE A KELLY SR DIR OF ADMINISTRATIVE SERVICES 6.00 34.00 X 0 151812 27374 NATHAN HOFFMAN SENIOR LEGISLATIVE DIRECTOR 27.00 13.00 X 30032 107736 12694 JESSICA LANGHAIM SENIOR ADVISOR, DEVELOPMENT 19.00 21.00 X 58267 63934 4640 ASHLEY MULLINS SENIOR LEGISLATIVE DIRECTOR 20.00 20.00 X 52660 69515 23251 269409 1456295 204434 0 0 1 0 0 1227537 1227537 12480 12480 13 13 1240030 0 0 12493 1000 1000 176387 84640 87343 4404 583132 524687 178 58267 15816 14068 1748 84181 79026 4005 1150 53265 48839 -98 4524 376474 287056 74507 14911 80465 64636 7063 8766 13111 10353 1837 921 507000 507000 3940 2983 499 458 27317 26543 586 188 90101 76528 7450 6123 23275 16004 3577 3694 7401 5962 908 531 87309 87309 1534 1534 5532 3437 2095 5806 4584 814 408 10884 918 9884 82 COMMUNICATIONS 27979 26883 841 255 2181909 1873990 201489 106430 995133 31304 857480 2400000 1670000 76 150 5494 5494 44039 43428 33789 33789 0 0 5806 0 2662 2662 3453210 2610518 67260 109286 40419 40405 63640 120815 171319 270506 X 881891 670012 2400000 1670000 3281891 2340012 3453210 2610518 -941879 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33789 33789 0 0 DUE TO RELATED PARTIES 120815 120815 X 1240030 0 1240030 0 1240030 2181909 0 2181909 0 2181909 PART X, LINE 2: THE ORGANIZATION 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, 2023 AND 2022, THE ORGANIZATION HAS NO UNCERTAIN TAX PROVISIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2020. 1 X X 0 0 0 0 0 0 0 1 0 PATRICIANNA LEVESQUE EXECUTIVE DIRECTOR 53952 306276 18097 102778 0 19221 1485 25915 6464 21539 79998 475729 0 0 DEENA REPPEN CHIEF OF STAFF 0 272311 0 39123 0 17200 0 27400 0 18205 0 374239 0 0 THOMAS GREENE NATIONAL LEGISLATIVE DIRECTOR 52644 123429 3757 8892 0 -1902 1692 3970 3622 8452 61715 142841 0 0 PAMELA M GRIGGS SR DIR OF FINANCE 0 175440 0 5439 0 -4909 0 5426 0 12305 0 193701 0 0 CARRIE A KELLY SR DIR OF ADMINISTRATIVE SERVICES 0 152607 0 10683 0 -11478 0 4899 0 22475 0 179186 0 0 NATHAN HOFFMAN SENIOR LEGISLATIVE DIRECTOR 27744 105511 2288 3556 0 -1331 878 3272 2975 5569 33885 116577 0 0 PART I, LINE 3 A REVIEW IS PERFORMED BY A RELATED ORGANIZATION THAT INCLUDES A COMPENSATION STUDY OR SURVEY. PART I, LINE 7 COMPENSATION FROM THE ORGANIZATION AND ITS RELATED ORGANIZATION INCLUDED A DISCRETIONARY BONUS RELATED TO PERFORMANCE. DEENA REPPEN CHIEF OF STAFF 50812 REIMBURSEMENT - THERE ARE SOME OVERLAPPING CURRENT AND FORMER OFFICERS, DIRECTORS, AND KEY EMPLOYEES WITH THE RELATED ORGANIZATION, FOUNDATION FOR EXCELLENCE IN EDUCATION, 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 DIR OF FINANCE 44831 REIMBURSEMENT - THERE ARE SOME OVERLAPPING CURRENT AND FORMER OFFICERS, DIRECTORS, AND KEY EMPLOYEES WITH THE RELATED ORGANIZATION, FOUNDATION FOR EXCELLENCE IN EDUCATION, 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 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, F. PHILIP HANDY, ERIC CANTOR, DEE HASLAM, GARY CHARTRAND, BRUCE RAUNER, PATRICIANNA LEVESQUE, PAMELA GRIGGS, AND DEENA REPPEN. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES ESTABLISHED. 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. 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 EXECUTIVE DIRECTOR'S COMPENSATION AGREEMENT WAS ACQUIRED AND HONORED BY EXCELLENCE IN EDUCATION NATIONAL THROUGH ITS MERGER WITH FOUNDATION FOR FLORIDA'S FUTURE IN 2014. COMPENSATION FOR KEY EMPLOYEES IS DISCUSSED AND DETERMINED BY THE EXECUTIVE DIRECTOR AND THE PRESIDENT. FOR 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. FORMS 990 ARE ALSO AVAILABLE ON GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL OF THE DOCUMENTS LEGALLY REQUIRED FOR DISCLOSURE AVAILABLE UPON REQUEST. FOUNDATION FOR EXCELLENCE IN EDUCATION INC 215 SOUTH MONROE STREET STE 710 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 367218 COST FOUNDATION FOR EXCELLENCE IN EDUCATION INC P 164041 COST