2026-02-10T16:34:16-05:00 2025-06-30 993868472 MKA ADVISORY LLC 501 S NEW YORK AVE STE 100 WINTER PARK FL 327894241 990 2024-07-01 592960396 THE FOUNDATION FOR OSCEOLA EDUCATION INC FOUN 4078704855 2310 NEW BEGINNINGS ROAD SUITE 118 KISSIMMEE FL 34744 KERRY AVERY EXEC. DIR. 4078704855 2026-02-10 true true W ED MOSS JR P00531414 4076445811 2026-02-10 2024 2025-03-06 01:10:19Z KERRY AVERY 31114714 false X WWW.FOUNDATIONOSCEOLA.ORG X 1987 FL ENHANCE PUBLIC EDUCATION FOR OSCEOLA COUNTY SCHOOLS 37 37 11 301 0 18688586 18933043 2709930 1154668 310256 4218357 73043 -81786 21781815 24224282 1281281 922027 0 939515 761522 0 0 19682479 20370998 21903275 22054547 -121460 2169735 19511618 16618449 13931721 8868817 5579897 7749632 X ENHANCE PUBLIC EDUCATION FOR OSCEOLA COUNTY SCHOOLS false false 20403933 789835 CHARTER SCHOOLS: TO PROVIDE MORE CLASSROOMS FOR OSCEOLA COUNTY, AND TO PROMOTE A HIGH STANDARD OF EDUCATION FOR OSCEOLA COUNTY. THE EDUCATION FOUNDATION'S FAMILY OF CHARTER ACADEMIES CONSISTS OF TWO CHARTER SCHOOLS, BELLALAGO ACADEMY, AND P.M. WELLS CHARTER ACADEMY. 996141 922027 28555 SCHOLARSHIP COUNSELING: THE FOUNDATION OFFERS FREE SCHOLARSHIP COUNSELING TO HIGH SCHOOL SENIORS AND JUNIORS, RESULTING IN 602 SCHOLARSHIPS AWARDED TO GRADUATING SENIORS IN OSCEOLA COUNTY THIS YEAR. 244002 164437 A GIFT FOR TEACHING: A FREE STORE FOR TEACHERS TO SHOP FOR SUPPLIES TO BE GIVEN TO NEEDY CHILDREN IN THEIR CLASSROOMS. THE MISSION IS TO ENSURE THAT CHILDREN AND CLASSROOMS IN THE COMMUNITY HAVE THE BASIC TOOLS FOR LEARNING. 264444 264841 OTHER PROGRAM SERVICES INCLUDE: -TAKE STOCK IN CHILDREN -BOOKMARK BUDDIES -MEDICAL PIPELINE -CONSTRUCTION PIPELINE -ENHANCEMENT GRANTS 264444 264841 21908520 true true false false false true false false false false true false false true true false true false true false false false false false true false false false true false false false false false false false false false true false false false false false false false false true 2 0 true 11 true false false false false false true true false false false false false false false false false false false X 37 37 false true false false false false false true true false true true true true true true true true true false false FL X X MARIA SURIEL 4078704855 2310 NEW BEGINNINGS RD SUITE 118 KISSIMMEE FL 34744 AMBER ADAMS BOARD MEMBER 1.00 X 0 0 0 BARBARA BOMBALIER BOARD MEMBER 1.00 X 0 0 0 LANCELOT GOODEN BOARD MEMBER 1.00 X 0 0 0 ERIKA BOOTH BOARD MEMBER 1.00 X 0 0 0 TIMOTHY BURDETTE BOARD MEMBER 1.00 X 0 0 0 CINDY CAMPBELL BOARD MEMBER 1.00 X 0 0 0 HOLLY DUKE BOARD MEMBER 1.00 X 0 0 0 MARISA ENGLAND BOARD MEMBER 1.00 X 0 0 0 KELLY ESPOSITO BOARD MEMBER 1.00 X 0 0 0 ANGELA FLORENTINO BOARD MEMBER 1.00 X 0 0 0 SHAWN FLETCHER BOARD MEMBER 1.00 X 0 0 0 ANTHONY COOK EX OFFICIO 1.00 X 0 0 0 DANIELLE GUMP BOARD MEMBER 1.00 X 0 0 0 STEFANIA JANCEWICZ BOARD MEMBER 1.00 X 0 0 0 ERIN MCALEAR BOARD MEMBER 1.00 X 0 0 0 ROBB LARSON BOARD MEMBER 1.00 X 0 0 0 RICHARD RODRIGUEZ BOARD MEMBER 1.00 X 0 0 0 DANA WELLS BOARD MEMBER 1.00 X 0 0 0 JAY WHEELER BOARD MEMBER 1.00 X 0 0 0 DEBORAH LAUGHON BOARD MEMBER 1.00 X 0 0 0 JEFF MOCK PAST CHAIR 1.00 X 0 0 0 CLYDE WELLS BOARD MEMBER 1.00 X 0 0 0 RICHARD PENGELLY BOARD MEMBER 1.00 X 0 0 0 KATHY PIERSON CHAIR 1.00 X 0 0 0 SHEILA RANKIN BOARD MEMBER 1.00 X 0 0 0 NORA RODRIGUEZ-PATTERSON VICE CHAIR 1.00 X 0 0 0 ANITZA SAN MIGUEL BOARD MEMBER 1.00 X 0 0 0 MARK SHANOFF EX-OFFICIO 1.00 X 0 0 0 DENISE STAGE BOARD MEMBER 1.00 X 0 0 0 JOLENE SHEIVE BOARD MEMBER 1.00 X 0 0 0 HANS STEINBRENNER FINANCE CHAI 1.00 X 0 0 0 MELISSA THACKER BOARD MEMBER 1.00 X 0 0 0 TOM TOMPKINS EX-OFFICIO 1.00 X 0 0 0 MISAEL CHAVEZ BOARD MEMBER 1.00 X 0 0 0 BRIAN WETZEL BOARD MEMBER 1.00 X 0 0 0 KAY WHITE CHARTER LIAS 1.00 X 0 0 0 JEFFERY WILLIAMS BOARD MEMBER 1.00 X 0 0 0 KERRY AVERY EXEC. DIR. 40.00 X 101829 0 0 101829 1 false false false 231156 11786024 6915863 2795380 18933043 INSTRUCTION 1154668 1154668 1154668 319383 319383 10700000 6801026 3898974 3898974 3898974 7620 231156 89406 -81786 -81786 24224282 5373025 -81786 X 922027 922027 101829 101829 447671 447671 165678 83290 82388 46344 46344 2892 2412 480 31420 31420 5165 5165 14411 14411 29130 29130 2878 2878 134057 134057 128527 128527 28864 28864 BASIC INSTRUCTION 6402055 6402055 IN-KIND 2792380 2792380 FACILITIES 2079917 2079917 OPERATION OF PLANT 2064146 2064146 6655156 6655156 22054547 21908520 146027 0 3578849 5675120 2018709 1097785 188373 183054 9844 9844 4167952 3047987 4876349 1119965 7074623 4602242 1764871 3930439 19511618 16618449 639001 313475 326025 3780000 9512720 8229317 13931721 8868817 X 514289 4205979 5065608 3543653 5579897 7749632 19511618 16618449 X 2169735 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3 1 54649 18625522 123092 5362467 true true 3005090 1906412 1098678 1162862 1141575 21287 1119965 DUE FROM OTHER AGENCIES 2153823 DEFERRED OUTFLOWS NET OF INFLOWS 1340845 BENEFICIAL INTEREST 435771 3930439 NET PENSION LIABILITY 6924702 DUE TO OTHER AGENCIES 550070 COMPENSATED ABSENCES 362247 OTHER LIABILITIES 179737 EIDL LOAN 138887 DUE TO MGMT COMPANY 73674 8229317 24408586 94898 89406 184304 24224282 24224282 22238851 94898 89406 184304 22054547 22054547 SCHEDULE D, PAGE 4, PART XI, LINE 2D DIRECT EXPENSES - PART VIII, LINE 8B 89,406 SCHEDULE D, PAGE 4, PART XII, LINE 2D DIRECT EXPENSES - PART VIII, LINE 8B 89,406 true true true true true true true false false false false false false false false true false true SCHEDULE E, LINE 3 THE ORGANIZATION PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY THROUGH NEWSPAPER. SCHEDULE E, LINE 6 REVENUES FOR CURRENT OPERATIONS ARE RECEIVED PRIMARILY FROM THE STATE OF FLORIDA PASSED THROUGH THE DISTRICT PURSUANT TO THE FUNDING PROVISIONS INCLUDED IN THE FOUNDATION'S CHARTER AGREEMENT WITH THE DISTRICT. THE FOUNDATION ALSO RECEIVES FEDERAL AWARDS FOR THE ENHANCEMENT OF VARIOUS EDUCATIONAL PROGRAMS. THIS ASSISTANCE IS GENERALLY BASED ON APPLICATIONS SUBMITTED TO AND APPROVED BY VARIOUS GRANTING AGENCIES. GOLF TOURNAMENT 179287 179287 45497 CLAY 4 KIDS 51869 51869 34349 1 7620 7620 238776 231156 7620 79846 79846 -72226 false ADULT SCHOLARSHIPS 30 51535 STUDENT SCHOLARSHIPS 572 870492 X SUPPLIES 2 2795380 FMV false true false FORM 990, PAGE 2, PART III, LINE 4D OTHER PROGRAM SERVICES INCLUDE: -TAKE STOCK IN CHILDREN -BOOKMARK BUDDIES -MEDICAL PIPELINE -CONSTRUCTION PIPELINE -ENHANCEMENT GRANTS FORM 990, PAGE 6, PART VI, LINE 3 THE ORGANIZAION UTILIZED CHARTER MANAGEMENT COMPANY FOR SCHOOL MANAGEMENT FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 WILL BE REVIEWED AND APPROVED BY THE FINANCE COMMITTEE AND THEN PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND FINAL APPROVAL. FORM 990, PAGE 6, PART VI, LINE 12C VARIOUS COMMITTEES OF THE FOUNDATION FOR OSCEOLA MONITOR POTENTIAL CONFLICTS. BOARD MEMBERS ARE REQUIRED TO PROVIDE ANNUAL DISCLOSURES TO THE ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 15A THE FOUNDATION OF OSCEOLA REQUIRES BOARD REVIEW AND APPROVAL FOR COMPENSATION OF THE EXECUTIVE DIRECTOR OF THE ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 24E COMMUNITY SERVICES 1,345,803 0 0 GENERAL ADMIN 1,255,655 0 0 SCHOOL ADMIN 916,471 0 0 EXCEPTIONAL INSTRUCTION 795,978 0 0 FISCAL SERVICES 529,956 0 0 MISCELLANEOUS 284,950 0 0 GUIDANCE SERVICES 230,325 0 0 CURRICULUM DEVELOPMENT 224,323 0 0 OTHER PUPIL SERVICES 212,897 0 0 INSTRUCTIONAL STAFF TRAIN 191,570 0 0 MAINTENANCE OF PLANT 153,104 0 0 INSTRUCTIONAL MEDIA 84,996 0 0 BOARD OF DIRECTORS 72,600 0 0 PSYCHOLOGICAL SERVICES 71,855 0 0 PLANT OPERATION 54,272 0 0 INTRUCTIONAL RELATED TECH 54,119 0 0 HEALTH SERVICES 49,503 0 0 FIXED CAPITAL OUTLAY 48,286 0 0 CENTRAL SERVICES 36,902 0 0 STUDENT PERSONNEL SERVICE 24,420 0 0 MEDIA SERVICES 10,737 0 0 STAFF SERVICES 5,480 0 0 PLANNING AND RESEARCH 954 0 0 TOTAL 6,655,156 0 0 FORM 990, PART XI, LINE 9 DIRECT EXPENSES - PART VIII, LINE 8B 89,406 DIRECT EXPENSES - PART VIII, LINE 8B -89,406