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Nonprofiteer
← THE EDUCATION FOUNDATION OF COLLIER COUNTY INC

Form 990 for tax year 2024

Filed by THE EDUCATION FOUNDATION OF COLLIER COUNTY INC.

Totals

Total revenue
$6,199,604
Total expenses
$2,874,214
Contributions and grants received
$6,172,011
Grants paid
$452,958
Program service revenue
$126,165
Investment income
$142,258
Other revenue
-$240,830
Total assets, end of year
$10,847,717
Total liabilities, end of year
$62,583
Net assets or fund balances, end of year
$10,785,134
Program services expenses (Part IX)
$2,274,960
Management and general expenses
$165,954
Fundraising expenses
$433,300
Program service expenses (Part III)
$2,274,960

Program services were 79.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $1,027,909

  • 1e · Government grants (contributions)

    $11,333

  • 1f · All other contributions, gifts and grants

    $5,132,769

  • 1g · Noncash contributions included above

    $750

  • 2a · Program service revenue: PROGRAM SERVICE FEES

    total $126,165 · related or exempt $126,165

  • 3 · Investment income

    total $123,688 · excluded $123,688

  • 7a · Gross sales of assets other than inventory

    securities $18,570

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $18,570

  • 7d · Net gain or loss

    total $18,570 · excluded $18,570

  • 8a · Fundraising events: gross income

    $104,720

  • 8a · Fundraising events: contributions included on line 1c

    $1,027,909

  • 8b · Fundraising events: direct expenses

    $345,550

  • 8c · Net income from fundraising events

    total -$240,830 · excluded -$240,830

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $20,000 · program services $20,000

  • 2 · Grants to domestic individuals

    total $432,958 · program services $432,958

  • 5 · Compensation of officers, directors and key employees

    total $530,611 · program services $410,527 · management and general $29,888 · fundraising $90,196

  • 7 · Other salaries and wages

    total $853,531 · program services $660,364 · management and general $48,078 · fundraising $145,089

  • 8 · Pension plan contributions

    total $25,874 · program services $20,019 · management and general $1,457 · fundraising $4,398

  • 9 · Other employee benefits

    total $166,579 · program services $128,880 · management and general $9,383 · fundraising $28,316

  • 10 · Payroll taxes

    total $112,849 · program services $87,309 · management and general $6,357 · fundraising $19,183

  • 11c · Fees: accounting

    total $22,445 · management and general $22,445

  • 11g · Fees: other

    total $95,340 · program services $77,297 · management and general $5,692 · fundraising $12,351

  • 12 · Advertising and promotion

    total $66,413 · program services $41,539 · management and general $304 · fundraising $24,570

  • 13 · Office expenses

    total $52,206 · program services $23,870 · management and general $2,265 · fundraising $26,071

  • 14 · Information technology

    total $110,974 · program services $61,588 · management and general $20,130 · fundraising $29,256

  • 16 · Occupancy

    total $100,770 · program services $78,001 · management and general $5,806 · fundraising $16,963

  • 17 · Travel

    total $34,206 · program services $32,307 · management and general $348 · fundraising $1,551

  • 19 · Conferences, conventions and meetings

    total $41,265 · program services $36,590 · management and general $4,675

  • 22 · Depreciation, depletion and amortization

    total $102,511 · program services $79,349 · management and general $5,906 · fundraising $17,256

  • 23 · Insurance

    total $46,136 · program services $35,712 · management and general $2,658 · fundraising $7,766

  • 24a · Other expenses: GENERAL MATERIALS

    total $23,206 · program services $19,698 · management and general $1 · fundraising $3,507

  • 24b · Other expenses: AWARDS AND RECOGNITION

    total $14,754 · program services $14,656 · fundraising $98

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $7,160 · program services $6,219 · management and general $65 · fundraising $876

  • 24d · Other expenses: LICENSING FEES

    total $429 · management and general $429

  • 24e · All other expenses

    total $13,997 · program services $8,077 · management and general $67 · fundraising $5,853

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $2,138,999 · end of year $2,407,123

  • 3 · Pledges and grants receivable

    beginning of year $116,933 · end of year $35,110

  • 9 · Prepaid expenses and deferred charges

    beginning of year $51,839 · end of year $45,115

  • 10a · Land, buildings and equipment: cost or other basis

    $2,605,029

  • 10b · Land, buildings and equipment: accumulated depreciation

    $809,137

  • 10c · Land, buildings and equipment, net

    beginning of year $1,898,404 · end of year $1,795,892

  • 15 · Other assets

    beginning of year $2,880,835 · end of year $6,564,477

  • 17 · Accounts payable and accrued expenses

    beginning of year $141,536 · end of year $62,583

  • 27 · Net assets without donor restrictions

    beginning of year $3,979,732 · end of year $4,588,453

  • 28 · Net assets with donor restrictions

    beginning of year $2,965,742 · end of year $6,196,681

Mission and programs · 2024

Mission

THE MISSION OF THE EDUCATION FOUNDATION OF COLLIER COUNTY, ALSO KNOWN AS CHAMPIONS FOR LEARNING, IS TO SERVE AS A CATALYST FOR EDUCATIONAL SUCCESS BY INVESTING IN COLLIER'S STUDENTS AND EDUCATORS. THIS MISSION IS REFLECTED (CONTINUED ON SCHEDULE O)IN THEIR COMMITMENT TO CREATING LIFE-CHANGING EARNING EXPERIENCES FOR EVERY STUDENT AND SUPPORTING EDUCATORS TO ENSURE THE HIGHEST IMPACT LEARNING EXPERIENCES FOR EVERY CHILD. THEY FOCUS ON EMPOWERING STUDENTS TO CHOOSE AND NAVIGATE THEIR OWN PATHS TO SUCCESS AND PROVIDING EDUCATORS WITH THE SUPPORT AND RESOURCES TO EXPERIENCE PROFESSIONAL SUCCESS

Activities or mission (Part I)

SERVE AS A CATALYST FOR EDUCATIONAL SUCCESS, (CONTINUED ON SCHEDULE O) BY INVESTING IN COLLIER'S STUDENTS AND EDUCATORS.

  • STUDENT PROGRAMS:STUDENT PROGRAMS INCLUDE TWO COMPLEMENTARY SPHERES: COLLEGE/CAREER ACCESS AND OCCUPATION-BASED LEARNING/SKILL-BUILDING AND ARE DESIGNED TO EQUIP AND PREPARE STUDENTS FOR THEIR FUTURE LEARNING AND CAREER GOALS. THE COLLEGE AND CAREER PREPARATION PROGRAM INTRODUCES 9TH AND 10TH GRADE STUDENTS TO THE VARIOUS OPTIONS THAT ARE AVAILABLE TO THEM POST-GRADUATION, INCLUDING TECHNICAL CAREER PATHS AND A BROAD RANGE OF POST-SECONDARY EDUCATION OPPORTUNITIES, AND THEN INCORPORATES MORE VIGOROUS WORKSHOPS AND WORKING LAB SESSIONS FOR 11TH AND 12TH GRADE STUDENTS TO GAIN VALUABLE EXPERIENCE IN HOW TO NAVIGATE THE COLLEGE ADMISSIONS AND FINANCIAL AID PROCESSES, BUILD LEADERSHIP AND FOUNDATIONAL SKILLS, (CONTINUED ON SCHEDULE O)AND DEVELOP PERSONALIZED ROADMAPS TO NOT ONLY ACHIEVE POST-SECONDARY CREDENTIALS AND/OR DEGREE ATTAINMENT BUT TO DO SO AS CLOSE TO DEBT FREE AS POSSIBLE. TAKE STOCK IN CHILDREN IS AN ACADEMICALLY FOCUSED MENTORING PROGRAM FOR HIGH SCHOOL STUDENTS WHO COME FROM HOUSEHOLDS CLASSIFIED AS LOW INCOME THAT ENGAGES VOLUNTEER MENTORS WHO MEET WITH STUDENTS REGULARLY DURING THE SCHOOL YEAR AND PROVIDE GUIDANCE, MOTIVATION, SUPPORT, AND ROLE-MODELING TO GROW THE MENTEES' LIFE SKILLS.

    Expenses $1,459,376 · Revenue $126,165

  • EDUCATOR PROGRAMS:EDUCATOR PROGRAMS ARE DESIGNED TO VALUE, EMPOWER, AND SUPPORT EDUCATORS ACROSS TRADITIONAL PUBLIC, CHARTER, AND PRIVATE SCHOOLS TO EXPERIENCE PROFESSIONAL SUCCESS. THE CLASSROOM GRANTS PROGRAM IS A COMPETITIVE GRANT APPLICATION PROCESS WHICH PROVIDES AWARDED EDUCATORS WITH FUNDING FOR CLASSROOM SUPPLIES OR EQUIPMENT, LOCAL FIELD TRIPS, ENRICHMENT ACTIVITIES, SCHOOL-WIDE INITIATIVES, AND OTHER INNOVATIVE CLASSROOM PROJECTS NOT COVERED UNDER THE SCHOOL'S BUDGET THAT ENCOURAGE DEEPER LEARNING AND ENGAGEMENT FOR STUDENTS. GOLDEN APPLE IS AN EDUCATOR RECOGNITION PROGRAM THAT UNITES THE COMMUNITY IN HONORING AND CELEBRATING A SELECT COHORT OF TEACHERS EACH SCHOOL YEAR WHO EXEMPLIFY TEACHING EXCELLENCE.

    Expenses $764,931 · Grants $452,958

  • COMMUNITY ENGAGEMENT:RECOGNIZED AS THE EDUCATION FOUNDATION SERVING COLLIER COUNTY BY THE CONSORTIUM OF FLORIDA EDUCATION FOUNDATIONS, CHAMPIONS FOR LEARNING SERVES AS A UNIFYING FORCE WITHIN THE COMMUNITY BY DRIVING COLLECTIVE ACTION TOWARDS THE COMMON GOAL OF STUDENT AND EDUCATOR SUCCESS. TO CARRY OUT OUR WORK, CHAMPIONS FOR LEARNING PARTNERS WITH SEVERAL STATE-WIDE NETWORKS, ALONG WITH COUNTLESS LOCAL COMMUNITY NONPROFITS, BUSINESSES, AND VOLUNTEERS. CHAMPIONS FOR LEARNING IS COMMITTED TO WORKING CLOSELY WITH COLLIER COUNTY PUBLIC SCHOOLS, ENSURING THAT WE ARE MEETING THE UNIQUE NEEDS OF OUR SCHOOL DISTRICT THROUGH OUR PROGRAMMING. WE HELP FACILITATE COLLIER COUNTY PUBLIC SCHOOL'S HIGH SCHOOL ENTREPRENEURSHIP PROGRAM, (CONTINUED ON SCHEDULE O)WHICH OFFERS UNIQUE CLASSES WHERE STUDENTS COLLABORATE IN TEAMS TO DEVELOP A VIABLE AND MARKETABLE PRODUCT OR SERVICECHAMPIONS FOR LEARNING RECRUITS, TRAINS, AND RETAINS VOLUNTEERS, MANY OF WHOM ARE EITHER CURRENT OR RETIRED BUSINESS PROFESSIONALS IN THE COMMUNITY, AS MENTORS, COACHES, AND JUDGES FOR THE PROGRAM. AS A VOLUNTEER-DRIVEN ORGANIZATION, WE RELY ON NEARLY 450 INDIVIDUALS WHO GIVE THEIR TIME, DEDICATING OVER 6,700 HOURS TO SUPPORT STUDENTS AND EDUCATORS.

    Expenses $50,653

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • William Lutz

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Martha Rozman

    CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Bruce Mousa

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Denise Murphy

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • Roger Lipitz

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Corky Carlsen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Serge Ecityan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Dr Della Burt-Bradley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Janet Perna

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Gary Personette

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Jerry Brown

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Jesse Roberts

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Stephanie Lucarelli

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Tim Cawley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Dr Leslie Ricciardelli

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Carol Windfeldt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Barbara Evans

    CEO/PRESIDENT THROUGH 04/25

    Total calculated
    $190,528
    From this org
    $172,954
    From related orgs
    $0
    Other
    $17,574
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,954
    Bonus
    $0
    Other
    $0
    Deferred
    $7,340
    Nontaxable benefits
    $10,234
    Filer's total
    $190,528

  • Stephanie Viviano

    CHIEF FINANCIAL OFFICER

    Total calculated
    $125,207
    From this org
    $110,676
    From related orgs
    $0
    Other
    $14,531
    Hours/week
    40

  • Cynthia Nelson

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $141,455
    From this org
    $127,812
    From related orgs
    $0
    Other
    $13,643
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4A
BARBARA EVANS RECEIVED SEVERANCE PAY IN THE FORM OF SALARY FOR THREE MONTHS AFTER HER LAST DATE OF EMPLOYMENT - APRIL 25, 2025

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2024
Filed
24 November 2025
IRS schema version
2024v5.2
Source object
202600219349300345

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