2026-02-18T15:36:46-06:00 2025-06-30 994625061 CRI ADVISORS LLC 500 GRAND BOULEVARD SUITE 210 MIRAMAR BEACH FL 32550 990 2024-07-01 592715995 ESCAMBIA COUNTY PUBLIC SCHOOLS FOUNDATION FOR EXCELLENCE INC ESCA 8504696114 30 EAST TEXAR DRIVE PENSACOLA FL 32503 JO HELEN MCARTHUR EXECUTIVE DIRECTOR 8504696114 2026-02-18 1 1 CHAD F BRANSON P02089300 8508373141 2026-02-13 2024 2025-03-06 01:10:19Z JO HELEN MCARTHUR 30 EAST TEXAR DRIVE PENSACOLA FL 32503 1320202 0 X HTTP://FOUNDATION.ESCAMBIA.K12.FL.US X 1986 FL DIRECT SUPPORT FOR PUBLIC SCHOOLS IN SCHOOL DISTRICT OF ESCAMBIA COUNTY 24 24 9 250 0 0 1500061 1286083 0 0 24699 18674 15568 -31234 1540328 1273523 1050669 1058804 0 0 0 164120 0 0 0 292561 73482 1343230 1296406 197098 -22883 1486920 1226192 246702 29032 1240218 1197160 X THE FOUNDATION PROVIDES DIRECT SUPPORT FOR THE ESCAMBIA COUNTY SCHOOL DISTRICT BY RAISING FUNDS AND OPERATES EXCLUSIVELY TO RECEIVE, HOLD,INVEST, AND ADMINISTER PROPERTY AND TO MAKE EXPENDITURES TO OR FOR THE BENEFIT OF PUBLIC PREKINDERGARTEN THROUGH TWELFTH GRADE, ADULT VOCATIONAL AND COMMUNITY EDUCATION PROGRAMS IN ESCAMBIA COUNTY, FLORIDA. 0 0 657585 657585 EDUCATIONAL SUPPORT TO ESCAMBIA COUNTY SCHOOL DISTRICT TO RECOGNIZE TEACHERS, STUDENTS AND STAFF FOR ACCOMPLISHMENTS, AND IMPROVE THE PERFORMANCE OF SCHOOLS COUNTY-WIDE. 401219 401219 COLLEGE SCHOLARSHIPS PROVIDED TO LOW INCOME AND AT-RISK STUDENTS THROUGH A COMPETITIVE SELECTION PROCESS. 1058804 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 0 0 0 X JO MCARTHUR 8504695354 30 EAST TEXAR DRIVE PENSACOLA FL 32503 KRISTIN TAYLOR CHAIR 3.00 X X 0 0 0 MARCIA NOWLIN CHAIR-ELECT/DIRECTOR AT LARGE 1.00 X X 0 0 0 BETH PARTINGTON PAST CHAIR 1.00 X X 0 0 0 KRISTIN ALES SECRETARY 1.00 X X 0 0 0 SHANNON ADDISON DIRECTOR 1.00 X 0 0 0 ANGEL BRADLEY DIRECTOR 1.00 X 0 0 0 EBONY CORNISH DIRECTOR 1.00 X 0 0 0 ODUN FASEHUN DIRECTOR 1.00 X 0 0 0 MELANIE GAMBILL DIRECTOR 1.00 X 0 0 0 FRANCES GRAY DIRECTOR 1.00 X 0 0 0 DEREK GREENE DIRECTOR 1.00 X 0 0 0 LEE HANSEN DIRECTOR 1.00 X 0 0 0 JEN HARRISON DIRECTOR 1.00 X 0 0 0 CRAIG HINDSMAN DIRECTOR 1.00 X 0 0 0 BRETT HUDSPETH DIRECTOR 1.00 X 0 0 0 TREVOR HUFF DIRECTOR 1.00 X 0 0 0 STEPHEN LUONGO DIRECTOR 1.00 X 0 0 0 ERIN RAMOS-LUTTRELL DIRECTOR 1.00 X 0 0 0 TAMMY MILLER DIRECTOR 1.00 X 0 0 0 ANGEI MORRIS DIRECTOR 1.00 X 0 0 0 THU-HONG NGUYEN DIRECTOR 1.00 X 0 0 0 HONG POTOMSKI DIRECTOR 1.00 X 0 0 0 EDDIE THOMPSON DIRECTOR 1.00 X 0 0 0 TODD THOMSON DIRECTOR 1.00 X 0 0 0 DARZELL WARREN DIRECTOR 1.00 X 0 0 0 KEITH LEONARD DIRECTOR 1.00 X 0 0 0 WANDA KOTICK DIRECTOR 1.00 X 0 0 0 MICHELLE SALZMAN DIRECTOR 1.00 X 0 0 0 JO HELEN MCARTHUR EXECUTIVE DIRECTOR 40.00 X 23729 56043 6743 23729 56043 6743 0 0 0 0 0 1286083 1286083 18674 18674 15445 46679 -31234 -31234 1273523 0 0 -12560 657585 657585 401219 401219 23729 23729 119978 119978 20413 20413 15850 15850 2003 2003 9024 9024 4816 4816 7907 7907 MISCELLANEOUS 30293 30293 MEMBERSHIP DUES 3589 3589 1296406 1058804 237602 0 683287 423245 441180 651090 362453 151857 2654 2654 0 0 1486920 1226192 246702 29032 246702 29032 X 505123 671733 735095 525427 1240218 1197160 1486920 1226192 -22883 -20175 0 X X 0 1 X 1 0 X 757738 712743 827268 1500061 1286083 5083893 71397 67395 66695 75185 158057 438729 829135 780138 893963 1575246 1444140 5522622 5522622 5025 9619 4115 24699 18674 62132 5584754 0.98890 0.99130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2654 2654 0 0 X 1478259 158057 46679 204736 1273523 0 1273523 1501142 158057 46679 204736 1296406 0 1296406 PART X, LINE 2: UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THE FOUNDATION IS EXEMPT FROM TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. UNRELATED BUSINESS INCOME RESULTS FROM RENT, ADMINISTRATION OF SELF-INSURANCE ACTIVITIES, AND COMMISSIONS. 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 JUNE 30, 2025, THE FOUNDATION HAS NO UNCERTAIN TAX PROVISIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NET WITH FUNDRAISING INCOME 46,679. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NET WITH FUNDRAISING INCOME 46,679. EMPLOYEE APPRECIATION 12443 12443 MIRA AWARDS 3000 3000 1 2 2 46679 15445 15445 46679 46679 -31234 1 ESCAMBIA COUNTY SCHOOL DISTRICT 75 N PACE BLVD PENSACOLA FL 32505 596000597 501(C)(3) 657585 0 EDUCATIONAL SUPPORT SCHOLARSHIPS TO STUDENTS 23 401219 PART I, LINE 2: THE ORGANIZATION PURCHASES SCHOLARSHIPS FROM FLORIDA PREPAID FOUNDATION AND AWARD TO STUDENTS UNDER THE TAKE STOCK IN CHILDREN PROGRAM. THE ORGANIZATION SENDS A QUARTERLY AFFIDAVIT TO TAKE STOCK IN CHILDREN WITH COPIES OF INVOICES AND CHECKS FOR ACCOUNTABILITY OF ADMINISTRATIVE EXPENSES. X DONATED SERVICES 1 0 FAIR MARKET VALUE X DONATED RENT AND UTILITIES 1 0 FAIR MARKET VALUE 0 0 0 PART I, LINE 33: ESCAMBIA COUNTY SCHOOL DISTRICT DONATED SERVICES VALUED AT $144,056 AND DONATED RENT AND UTILITIES VALUED AT 14,001. BOTH WERE REPORTED ON CURRENT YEAR AUDITED FINANCIAL STATEMENTS BUT EXCLUDED FROM REVENUE AND EXPENSES ON THE 2024 FORM 990. FORM 990, PART VI, SECTION B, LINE 11B COPIES OF THE FORM 990 ARE DISTRIBUTED TO ALL DIRECTORS AND REVIEWED AT BOARD MEETINGS FOR APPROVAL. 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 XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT OR SELECTION PROCESS DURING THE YEAR. ESCAMBIA COUNTY SCHOOL DISTRICT 75 N PACE BLVD PENSACOLA FL 32505 596000597 PUBLIC SCHOOLS FL 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 ESCAMBIA COUNTY SCHOOL DISTRICT B 657585 CASH VALUE ESCAMBIA COUNTY SCHOOL DISTRICT M 144056 FAIR MARKET VALUE ESCAMBIA COUNTY SCHOOL DISTRICT N 14001 FAIR MARKET VALUE