2024-11-13T09:25:31-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2023-01-01 833380202 LAKELAND LEADS PARTNERSHIP INC LAKE 8639440412 ONE LAKE MORTON DRIVE LAKELAND FL 33801 DAVID D HALLOCK JR CHAIRMAN 8639440412 2024-11-12 1 0 LACEY M QUATSOE P01300865 4078021200 2024-11-05 2023 2024-10-15 13:58:12Z DAVID D HALLOCK JR ONE LAKE MORTON DRIVE LAKELAND FL 33801 367597 0 X N/A X 2019 FL ENGAGE THE BUSINESS COMMUNITY IN TRANSFORMING LAKELAND'S PUBLIC SCHOOL SYSTEM TO PRODUCE GRADUATES. 8 8 3 40 0 0 142500 353752 0 0 435 1550 0 -35202 142935 320100 25264 27690 0 0 82169 242058 0 0 0 79087 71913 186520 341661 -43585 -21561 106430 85838 215 1184 106215 84654 X OUR MISSION IS TO ENGAGE THE BUSINESS COMMUNITY IN TRANSFORMING LAKELAND'S PUBLIC SCHOOL SYSTEM TO PRODUCE GRADUATES WITH 21ST CENTURY SKILLS, POST-SECONDARY CREDENTIALS, AND WORKFORCE READINESS. 1 0 281896 27690 OUR AREAS OF FOCUS WILL CONCENTRATE ON IMPROVING K-12 EDUCATION OUTCOMES AND OFFERINGS, MEETING 21ST CENTURY WORKFORCE DEMANDS, AND EDUCATING THE PUBLIC ON ANY LOCAL GOVERNMENT POLICIES WHICH WE BELIEVE WOULD AID IN JOB CREATION, ENHANCE QUALITY OF LIFE, AND/OR ATTRACT SKILLED LABOR. WE WILL DO THIS BY: CONDUCTING HIGH-QUALITY RESEARCH OF PERFORMANCE INDICATORS OVERSEEN BY ECONOMISTS AND COLLEGE PROFESSORS; COMMISSIONING PROFESSIONAL OPINION SURVEYS AND FOCUS GROUPS GAUGING LOCAL PUBLIC PERCEPTION AND OPINION ON QUALITY OF LIFE ISSUES, SUCH AS EDUCATION OR SMALL BUSINESS CLIMATE; PUBLISHING DETAILED WHITE PAPERS, FREE TO THE GENERAL PUBLIC, OUTLINING OUR FINDINGS AND RECOMMENDATIONS FOR THE PUBLIC TO CONSIDER; HOSTING TOWN HALL STYLE MEETINGS TO EDUCATE AND ENGAGE CITIZENS; INVITING LIKE-MINDED INDIVIDUALS AND COMPANIES TO FINANCIALLY SUPPORT OUR ORGANIZATION'S OPERATIONS; INVITING RENOWNED SPEAKERS TO COME TO PRESENT IN LAKELAND, SO THEY CAN OFFER IDEAS TO ADVANCE OUR COMMUNITY AND FACILITATE OPEN DISCUSSIONS WITH OUR GUESTS; TO IDENTIFY AND STUDY PROVEN MODELS AND/OR BEST PRACTICES IN ECONOMIC DEVELOPMENT AND EDUCATION ALREADY ESTABLISHED IN OTHER COMMUNITIES IN FLORIDA AND OTHER STATES, FOLLOWED BY GENERATING IDEAS AND/OR RESOURCES FOR HOW TO REPLICATE THOSE SUCCESSES LOCALLY; TO REPRESENT THE ORGANIZATION AT PROFESSIONAL CONFERENCES FOR RESEARCH, NETWORKING AND EDUCATIONAL PURPOSES; TO VOICE OUR POSITIONS, RECOMMENDATIONS AND/OR CONCERNS ON ANY PUBLIC POLICY MATTERS TO STATE AND LOCAL OFFICIALS ON A SELECTIVE BASIS; HOSTING A RESOURCE-RICH WEBSITE FOR THE PUBLIC TO ACCESS, WHICH WILL FEATURE THE ORGANIZATION'S RESEARCH FINDINGS, DATA PORTALS, LINKS TO HELPFUL RESOURCES, PRESS RELEASES AND OTHER RELATED INFORMATION ABOUT THE WORK OF THE ORGANIZATION; AND PROMOTING PUBLIC AWARENESS AND ENGAGEMENT WITH OUR WORK VIA TRADITIONAL, DIGITAL AND SOCIAL MEDIA OUTLETS. THESE ACTIVITIES WILL BE CONDUCTED THROUGHOUT THE YEAR BY THE ORGANIZATION'S EXECUTIVE DIRECTOR ALONG WITH HIRED CONSULTANTS AND WILL BE FUNDED BY PRIVATE CONTRIBUTIONS FROM INDIVIDUALS AND CORPORATIONS. THESE ACTIVITIES WILL ALLOW US TO PROVIDE IN-DEPTH INFORMATION ABOUT LOCAL EDUCATIONAL OUTCOMES OR ECONOMIC DEVELOPMENT OUTCOMES NEVER BEFORE PRESENTED TO THE PUBLIC AT NO COST TO THEM. THIS FULFILLS OUR EXEMPT PURPOSES OF EDUCATING THE PUBLIC ON MATTERS THAT WILL IMPROVE QUALITY OF LIFE IN OUR AREA. 281896 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 FL X JULIA HUBBARD 8639440412 4030 S PIPKIN RD LAKELAND FL 33811 DAVID D HALLOCK JR CHAIRMAN OF THE BOARD 2.00 X X 0 0 0 JEFF CHAMBERLAIN AT-LARGE MEMBER 1.00 X 0 0 0 ASHLEY BELL BARNETT AT-LARGE MEMBER 1.00 X 0 0 0 JACK HARRELL AT-LARGE MEMBER 1.00 X 0 0 0 TODD BAYLIS AT-LARGE MEMBER (AS OF 7/2023) 1.00 X 0 0 0 MARCY BENTON AT-LARGE MEMBER (AS OF 5/2023) 1.00 X 0 0 0 ALICE HUNT AT-LARGE MEMBER (AS OF 1/2023) 1.00 X 0 0 0 BRIAN PHILPOTT AT-LARGE MEMBER 1.00 X 0 0 0 MELODY RIDER PRESIDENT 40.00 X 218000 0 0 218000 0 0 1 0 1 0 0 52070 301682 353752 1550 1550 12295 52070 47497 -35202 -35202 320100 0 0 -33652 27690 27690 227793 182234 45559 14265 11412 2853 3019 3019 379 379 4792 3573 1219 31662 31662 9863 8713 1150 2446 2446 6556 6556 3030 3030 2233 2233 DUES AND REGISTRATION 7026 7026 ADMINISTRATIVE COSTS 907 907 341661 281896 59765 0 41478 44715 64952 41123 106430 85838 215 1184 215 1184 X 0 0 0 0 106215 84654 106215 84654 106430 85838 -21561 0 X 0 0 0 X 252500 250000 229987 142500 353752 1228739 252500 250000 229987 142500 353752 1228739 658080 570659 3 435 1550 1988 1230727 X PART II, SHORT YEAR EXPLANATION: THE 2019 COLUMN IS REVENUE FOR THE INITIAL YEAR OF THE ORGANIZATION AND REFLECTS A SHORT YEAR. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 BENEFICIAL INTEREST IN ASSETS HELD BY GIVEWELL COMMUNITY FOUNDATION 41123 41123 AWARDS DINNER 64365 52070 12295 744 12411 13136 1375 19831 64365 52070 12295 744 12411 13136 1375 19831 47497 -35202 1 SCHOOL BOARD OF POLK COUNTY 1915 SOUTH FLORAL AVE BARTOW FL 33830 592956529 POLK COUNTY 11500 0 AWARDS FOR PROGRAMS (4 AT $2,500) AND (3 AT $500) PART I, LINE 2: THE ORGANIZATION MONITORS THE EXPECTATIONS OF GRANT SPENDING AS IT RELATES TO THE CRITERIA FOR FUNDS AWARDED AND THE TIME FRAME TO PROVIDE PROGRESS UPDATES, WHICH IS GENERALLY ANNUALLY. X X 0 0 0 0 0 0 0 1 0 MELODY RIDER PRESIDENT 180000 0 20000 0 18000 0 0 0 0 0 218000 0 0 0 PART I, LINE 7 THE BONUS IS A METRIC-DRIVEN PERFORMANCE-BASED BONUS WITH FIVE CRITERIA GIVEN TO THE PRESIDENT BY THE EXECUTIVE BOARD AND REVIEWED ON THE PRESIDENT'S YEARLY ANNIVERSARY. FORM 990, PART III, LINE 2 NEW PROGRAM SERVICES INCLUDED A PANEL OF EXPERTS EVENT/INNOVATION, LOCAL MEETINGS, AND EVENTS RELATING TO JUNIOR ACHIEVEMENT, IDEA MEETINGS, AND VARIOUS POLK COUNTY PUBLIC SCHOOLS MEETINGS THROUGHOUT THE YEAR. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS, BY RESOLUTION ADOPTED BY A MAJORITY OF THE FULL BOARD OF DIRECTORS, MAY DESIGNATE FROM AMONG ITS MEMBERS AN EXECUTIVE COMMITTEE AND ONE OR MORE OTHER COMMITTEES EACH OF WHICH, TO THE EXTENT PROVIDED IN SUCH RESOLUTION, SHALL HAVE AND MAY EXERCISE ALL THE AUTHORITY OF THE BOARD OF DIRECTORS, EXCEPT THAT NO COMMITTEE SHALL HAVE THE AUTHORITY TO: (A) FILL VACANCIES ON THE BOARD OF DIRECTORS OR ANY COMMITTEE THEREOF, AND (B) AMEND THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B A FORM 990 REVIEW WILL BE PERFORMED BY THE PRESIDENT BEFORE A COPY IS SENT TO THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF ANY ACTUAL, POTENTIAL, OR PERCEIVED CONFLICT OF INTEREST AS SOON AS SUCH INTERESTED PERSON IDENTIFIES THAT THERE MAY BE A CONFLICT OF INTEREST, AND BEFORE THE ORGANIZATION ENTERS INTO THE PROPOSED TRANSACTION OR ARRANGEMENT THAT GIVES RISE TO THE CONFLICT OF INTEREST. THE DISCLOSURE SHALL BE MADE TO: THE AUDIT COMMITTEE OF THE ORGANIZATION IF THE INTERESTED PERSON IS A DIRECTOR OR OFFICER; OR THE INTERESTED PERSON'S MANAGER IF THE INTERESTED PERSON IS AN EMPLOYEE OR VOLUNTEER, WHO SHALL IN TURN INFORM THE AUDIT COMMITTEE OF THE ORGANIZATION OF THE DISCLOSED CONFLICT OF INTEREST. THE INTERESTED PERSON SHALL BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE AUDIT COMMITTEE OF THE ORGANIZATION CONCERNING THE PROPOSED TRANSACTION OR ARRANGEMENT, INCLUDING THE CIRCUMSTANCES GIVING RISE TO THE CONFLICT OF INTEREST. AFTER DISCLOSURE OF THE ACTUAL, POTENTIAL, OR PERCEIVED CONFLICT OF INTEREST, THE AUDIT COMMITTEE OF THE ORGANIZATION SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS BY FOLLOWING THE PROCEDURES: THE INTERESTED PERSON SHALL DISCLOSE ALL MATERIAL FACTS RELATING TO THE POTENTIAL CONFLICT OF INTEREST TO THE AUDIT COMMITTEE OF THE ORGANIZATION. AFTER ANY DISCUSSION BETWEEN THE AUDIT COMMITTEE OF THE ORGANIZATION AND THE INTERESTED PERSON, THE INTERESTED PERSON SHALL LEAVE THE AUDIT COMMITTEE OF THE ORGANIZATION MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE AUDIT COMMITTEE SHALL THEN MAKE ITS RECOMMENDATION TO THE BOARD. THE BOARD MEMBERS, OTHER THAN THE CONFLICTED INTERESTED PERSON(S), SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS BASED ON ITS REVIEW AND CONSIDERATION OF THE AUDIT COMMITTEE'S RECOMMENDATION. IF THE REMAINING BOARD DETERMINES BY MAJORITY VOTE THAT NO CONFLICT EXISTS, NO FURTHER REVIEW OF THE TRANSACTION BY THE BOARD IS REQUIRED IF NOT ORDINARILY REQUIRED IN THE NORMAL COURSE OF BUSINESS. THE DISCUSSION AND DETERMINATION OF THE EXISTENCE OF A CONFLICT OF INTEREST SHALL BE DOCUMENTED. FORM 990, PART VI, SECTION B, LINE 15A A NATIONAL TALENT RECRUITING FIRM WAS USED THAT DETERMINED THE SALARY RANGE GIVEN THE SCOPE OF WORK, EXPECTED EXPERIENCE, AND CREDENTIALS FOR A PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.