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FLORIDA BANKERS EDUCATIONAL FOUNDATION

EIN 59-6139568 TALLAHASSEE, FL

Revenue 2024
$307,325
Expenses 2024
$174,888

Program services were 70.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
B82
Classification
1000
Street
PO BOX 1360

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

Mission

IT IS THE MISSION OF THE FLORIDA BANKERS EDUCATIONAL FOUNDATION TO ADVANCE CAREERS IN BANKING.

  • THE FOUNDATION GRANTS SCHOLARSHIP/LOAN ASSISTANCE TO BANKERS SEEKING TO ADVANCE THEIR COLLEGE EDUCATION AND/OR PROFESSIONAL DEVELOPMENT. ALL LOANS GRANTED CONTAIN A FORGIVENESS FEATURE WHICH STATES THAT AFTER A STUDENT GRADUATES FROM COLLEGE, THE LOAN WILL BE FORGIVEN IF THE GRADUATE COMPLETES ONE YEAR OF FULL-TIME CONTINUOUS EMPLOYMENT WITH A FLORIDA BANK. IN 2024-2025, THE FOUNDATION GRANTED 6 SCHOLARSHIPS/LOANS FOR $27,000.

    Expenses $124,074 · Grants $11,500

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • CONNIE NELSON

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.3

  • FRED LEOPOLD

    CHAIR

    Total calculated
    $0
    Hours/week
    0.3

  • SUSAN PAYNE TURNER

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    0.3

  • CANDACE MARSHALL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.3

  • DANIEL MARTINEZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.3

  • GWYNN DAVEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.3

  • JOHN M THOMPSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.3

  • ROBERT WHITE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.3

  • SHAUN WILLIAMS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.3

  • LESLEY JORDAN

    CFO

    Total calculated
    $258,743
    From this org
    $0
    From related orgs
    $217,875
    Other
    $40,868
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $159,325 related
    Bonus
    $0 + $56,365 related
    Other
    $0 + $2,185 related
    Deferred
    $0 + $31,453 related
    Nontaxable benefits
    $0 + $9,415 related
    Filer's total
    $0 + $258,743 related

  • LETICIA NEWTON

    EXECUTIVE DIRECTOR

    Total calculated
    $93,960
    From this org
    $0
    From related orgs
    $69,767
    Other
    $24,193
    Hours/week
    40

  • PAMELA RICCO

    COO

    Total calculated
    $335,988
    From this org
    $0
    From related orgs
    $284,223
    Other
    $51,765
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $206,100 related
    Bonus
    $0 + $72,878 related
    Other
    $0 + $5,245 related
    Deferred
    $0 + $40,729 related
    Nontaxable benefits
    $0 + $11,036 related
    Filer's total
    $0 + $335,988 related

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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $307,325
    Expenses
    $174,888
    Contributions
    $94,200
    Grants paid
    $11,500
  • 2023
    Revenue
    $203,397
    Expenses
    $149,369
    Contributions
    $115,539
    Grants paid
    $7,000
  • 2022
    Revenue
    $269,932
    Expenses
    $353,559
    Contributions
    $284,166
    Grants paid
    $221,750

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $191,302
    Expenses
    $153,250
    Assets (EOY)
    $2,598,215

  • 2020 · 990

    Revenue
    $297,922
    Expenses
    $135,998
    Assets (EOY)
    $2,843,325

  • 2019 · 990

    Revenue
    $248,797
    Expenses
    $130,848
    Assets (EOY)
    $2,342,752

  • 2018 · 990

    Revenue
    $157,212
    Expenses
    $112,678
    Assets (EOY)
    $2,301,856

  • 2017 · 990

    Revenue
    $102,096
    Expenses
    $108,279
    Assets (EOY)
    $2,208,494

  • 2016 · 990

    Revenue
    $126,200
    Expenses
    $133,539
    Assets (EOY)
    $2,094,009

  • 2015 · 990

    Revenue
    $45,325
    Expenses
    $133,172
    Assets (EOY)
    $2,017,678

  • 2014 · 990

    Revenue
    $343,888
    Expenses
    $115,543
    Assets (EOY)
    $2,073,612

  • 2013 · 990

    Revenue
    $302,240
    Expenses
    $104,202
    Assets (EOY)
    $2,032,174

  • 2012 · 990

    Revenue
    not reported
    Expenses
    $105,843
    Assets (EOY)
    $1,814,071

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility SOUNK.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 26 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.