Form 990 for tax year 2023
Filed by THE FOUNDATION FOR OSCEOLA EDUCATION INC.
Totals
- Total revenue
- $21,781,815
- Total expenses
- $21,903,275
- Contributions and grants received
- $18,688,586
- Grants paid
- $1,281,281
- Program service revenue
- $2,709,930
- Investment income
- $310,256
- Other revenue
- $73,043
- Total assets, end of year
- $19,511,618
- Total liabilities, end of year
- $13,931,721
- Net assets or fund balances, end of year
- $5,579,897
- Program services expenses (Part IX)
- $21,733,540
- Management and general expenses
- $169,735
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $21,733,540
Program services were 99.2% 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
$22,955
-
1e · Government grants (contributions)
$12,018,414
-
1f · All other contributions, gifts and grants
$6,647,217
-
1g · Noncash contributions included above
$2,505,892
-
2a · Program service revenue: INSTRUCTION
total $2,706,930 · related or exempt $2,706,930
-
2b · Program service revenue: EDUCATION AWARDS INCOME
total $3,000 · related or exempt $3,000
-
3 · Investment income
total $310,256 · related or exempt $310,256
-
8a · Fundraising events: gross income
$177,725
-
8a · Fundraising events: contributions included on line 1c
$22,955
-
8b · Fundraising events: direct expenses
$104,682
-
8c · Net income from fundraising events
total $73,043 · excluded $73,043
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $1,281,281 · program services $1,281,281
-
5 · Compensation of officers, directors and key employees
total $102,517 · program services $94,551 · management and general $7,966
-
7 · Other salaries and wages
total $730,622 · program services $673,846 · management and general $56,776
-
9 · Other employee benefits
total $67,955 · program services $1,371 · management and general $66,584
-
10 · Payroll taxes
total $38,421 · program services $38,421
-
11b · Fees: legal
total $3,770 · program services $3,770
-
11c · Fees: accounting
total $26,200 · program services $26,200
-
12 · Advertising and promotion
total $1,990 · management and general $1,990
-
13 · Office expenses
total $14,446 · program services $14,446
-
17 · Travel
total $1,987 · program services $1,987
-
20 · Interest
total $152,722 · program services $152,722
-
22 · Depreciation, depletion and amortization
total $128,527 · program services $128,527
-
23 · Insurance
total $22,946 · management and general $22,946
-
24a · Other expenses: BASIC INSTRUCTION
total $8,005,589 · program services $8,005,589
-
24b · Other expenses: IN-KIND
total $2,505,891 · program services $2,505,891
-
24c · Other expenses: OPERATION OF PLANT
total $1,882,466 · program services $1,882,466
-
24d · Other expenses: GENERAL ADMIN
total $1,310,445 · program services $1,310,445
-
24e · All other expenses
total $5,625,500 · program services $5,612,027 · management and general $13,473
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,582,495 · end of year $3,578,849
-
2 · Savings and temporary cash investments
beginning of year $1,880,602 · end of year $2,018,709
-
4 · Accounts receivable
beginning of year $7,432 · end of year $188,373
-
9 · Prepaid expenses and deferred charges
beginning of year $9,844 · end of year $9,844
-
10a · Land, buildings and equipment: cost or other basis
$12,237,358
-
10b · Land, buildings and equipment: accumulated depreciation
$7,361,009
-
10c · Land, buildings and equipment, net
beginning of year $4,877,605 · end of year $4,876,349
-
11 · Investments: publicly traded securities
beginning of year $6,210,010 · end of year $7,074,623
-
15 · Other assets
beginning of year $1,924,681 · end of year $1,764,871
-
17 · Accounts payable and accrued expenses
beginning of year $682,725 · end of year $639,001
-
20 · Tax-exempt bond liabilities
beginning of year $4,180,000 · end of year $3,780,000
-
25 · Other liabilities
beginning of year $7,928,587 · end of year $9,512,720
-
27 · Net assets without donor restrictions
beginning of year $1,920,571 · end of year $514,289
-
28 · Net assets with donor restrictions
beginning of year $3,780,786 · end of year $5,065,608
Mission and programs · 2023
Mission
ENHANCE PUBLIC EDUCATION FOR OSCEOLA COUNTY SCHOOLS
-
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.
Expenses $19,925,826 · Revenue $2,298,438
-
Withheld by Nonprofiteer: this text may name a private individual.
Expenses $1,317,249 · Grants $1,281,281 · Revenue $28,540
-
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.
Expenses $235,836 · Revenue $180,416
-
OTHER PROGRAM SERVICES INCLUDE: -TAKE STOCK IN CHILDREN -BOOKMARK BUDDIES -MEDICAL PIPELINE -CONSTRUCTION PIPELINE -ENHANCEMENT GRANTS
Expenses $254,629 · Revenue $202,536
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.
Listed in Part VII
-
Amber AdamsAMBER ADAMS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Dave AskewDAVE ASKEW
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Barbara BombalierBARBARA BOMBALIER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Erika BoothERIKA BOOTH
EX-OFFICIO
- Total calculated
- $0
- Hours/week
- 1
-
Cindy CampbellCINDY CAMPBELL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Holly DukeHOLLY DUKE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Marisa EnglandMARISA ENGLAND
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kelly EspositoKELLY ESPOSITO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Suzanna FernandezSUZANNA FERNANDEZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Shawn FletcherSHAWN FLETCHER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
John GebhardtJOHN GEBHARDT
FORMER EXEC.
- Total calculated
- $0
- Hours/week
- 1
-
Danielle GumpDANIELLE GUMP
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Stefania JancewiczSTEFANIA JANCEWICZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Cynthia JonesCYNTHIA JONES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Robb LarsonROBB LARSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Deborah LaughonDEBORAH LAUGHON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jeff MockJEFF MOCK
EXEC. DIR.
- Total calculated
- $0
- Hours/week
- 1
-
Lavell MongerLAVELL MONGER
EXEC.
- Total calculated
- $0
- Hours/week
- 1
-
Richard PengellyRICHARD PENGELLY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kathy PiersonKATHY PIERSON
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Sheila RankinSHEILA RANKIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Nora Rodriguez-PattersonNORA RODRIGUEZ-PATTERSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Anitza San MiguelANITZA SAN MIGUEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mark ShanoffMARK SHANOFF
EX-OFFICIO
- Total calculated
- $0
- Hours/week
- 1
-
Casmore ShawCASMORE SHAW
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jolene SheiveJOLENE SHEIVE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Hans SteinbrennerHANS STEINBRENNER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Melissa ThackerMELISSA THACKER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tom TompkinsTOM TOMPKINS
EX-OFFICIO
- Total calculated
- $0
- Hours/week
- 1
-
Bruce VickersBRUCE VICKERS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Brian WetzelBRIAN WETZEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kay WhiteKAY WHITE
CHAIR LIASON
- Total calculated
- $0
- Hours/week
- 1
-
Jeffery WilliamsJEFFERY WILLIAMS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kerry AveryKERRY AVERY
EXEC. DIR.
- Total calculated
- $102,517
- From this org
- $102,517
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 29 January 2025
- IRS schema version
- 2023v6.0
- Source object
- 202510299349301776
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