2025-10-27T12:38:03-05:00 2024-12-31 994625061 CRI ADVISORS LLC 2633 CENTENNIAL BLVD STE 200 TALLAHASSEE FL 32308 990 2024-01-01 260615175 FOUNDATION FOR EXCELLENCE IN EDUCATION INC FOUN 8503914090 215 SOUTH MONROE STREET NO 710 TALLAHASSEE FL 32301 PATRICIANNA LEVESQUE CEO 8503914090 2025-10-27 1 1 MICHAEL C CARTER P00292302 8508788777 2024 2025-03-06 01:10:19Z PATRICIANNA LEVESQUE 215 SOUTH MONROE STREET NO 710 TALLAHASSEE FL 32301 9705454 0 X WWW.EXCELINED.ORG X 2007 FL TRANSFORMING EDUCATION TO UNLOCK LIFELONG OPPORTUNITY AND SUCCESS FOR EACH AND EVERY CHILD. 11 11 84 11 0 0 9223596 5464642 1267706 898116 370459 609409 29 628 10861790 6972795 40263 58011 0 0 7497717 9188902 0 0 520428 3752983 3646916 11290963 12893829 -429173 -5921034 26995781 21447650 1211058 1324424 25784723 20123226 TRANSFORMING EDUCATION TO UNLOCK LIFELONG OPPORTUNITY AND SUCCESS FOR EACH AND EVERY CHILD. 0 0 8567946 30200 437302 POLICYEXCELINED'S POLICY PROGRAMS SUPPORT STATE LEADERS IN TRANSFORMING EDUCATION WITH COMPREHENSIVE STUDENT-CENTERED POLICY SOLUTIONS THAT ARE IMPROVING STUDENT LEARNING, INCREASING OPPORTUNITY, ELIMINATING INEQUITIES AND READYING GRADUATES FOR COLLEGE AND HIGHER-QUALITY, HIGHER-WAGE, IN-DEMAND JOBS. 2056674 461442 NATIONAL SUMMIT ON EDUCATIONEXCELINED HOSTED THE 2024 NATIONAL SUMMIT ON EDUCATION, WHICH CONVENED NEARLY 1,000 STATE AND NATIONAL LEADERS TO EXCHANGE RESULTS-BASED POLICY SOLUTIONS AND STRATEGIES THAT ARE SHAPING PUBLIC POLICY AND TRANSFORMING EDUCATION SYSTEMS ACROSS THE COUNTRY. 98803 27811 ARTS FOR LIFEARTS FOR LIFE AWARDED SCHOLARSHIPS TO GRADUATING FLORIDA HIGH SCHOOL SENIORS WHO EXCELLED IN VISUAL ARTS, MUSIC, DANCE, DRAMA OR CREATIVE WRITING TO SUPPORT THEIR GOAL OF HIGHER EDUCATION. 10723423 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 1 62 0 1 84 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN VA WV WI X ANNA KOVAL 8503914090 215 SOUTH MONROE STREET NO 710 TALLAHASSEE FL 32301 JOHN E BUSH PRESIDENT 5.00 1.00 X X 0 0 0 ALLAN HUBBARD TREASURER 1.00 X X 0 0 0 JANET AYERS DIRECTOR 1.00 X 0 0 0 REGINALD J BROWN DIRECTOR 1.00 X 0 0 0 ERIC CANTOR DIRECTOR 1.00 1.00 X 0 0 0 CHRISTOPHER CERF DIRECTOR 1.00 X 0 0 0 DEE B HASLAM DIRECTOR 1.00 1.00 X 0 0 0 JOEL I KLEIN DIRECTOR 1.00 X 0 0 0 SUSANA MARTINEZ DIRECTOR 1.00 X 0 0 0 BRUCE RAUNER DIRECTOR 1.00 1.00 X 0 0 0 F PHILIP HANDY SECRETARY THROUGH MARCH 2024 1.00 1.00 X X 0 0 0 PATRICIANNA LEVESQUE CEO 36.00 4.00 X 451723 75023 46531 PAMELA M GRIGGS SENIOR ADVISOR 32.00 8.00 X 173420 0 18894 GARY R CHARTRAND SECRETARY 1.00 1.00 X 0 0 0 DEENA REPPEN CHIEF OPERATING OFFICER 33.00 7.00 X 342368 0 47945 KYMYONA BURK SENIOR FELLOW 40.00 X 224964 0 21775 CARA CANDAL VP OF POLICY 40.00 X 247817 0 8842 CHRISTY L SANDBERG SENIOR FELLOW 40.00 X 206378 0 17206 THOMAS GREENE VP OF ADVOCACY 23.00 18.00 X 135909 72581 19614 MATTHEW JOSEPH SENIOR ADVISOR 40.00 X 184364 0 25751 1966943 147604 206558 24 0 1 0 OMNI OKLAHOMA CITY 100 WEST OKLAHOMA CITY BLVD OKLAHOMA CITY OK 73109 CONVENINGS 621120 TREMENDOUSNESS 3232 CLIFTON AVE 2288 ST LOUIS MO 63109 CONSULTING 454850 FORESIGHT LAW POLICY PLLC 800 MAINE AVE SW STE 200 WASHINGTON DC 20024 CONSULTING 189350 FLORIDA STATE UNIVERSITY PO BOX 3062397 TALLAHASSEE FL 323062397 CONSULTING 157500 THREE RIVERS ENTERTAINMENT & PRODUCTION 1028 SAWMILL RUN BLVD PITTSBURGH PA 15220 AUDIO VISUAL SERVICES 139889 9 5464642 5464642 EVENT REGISTRATION INCOME 900099 461443 461443 POLICY ADVISING & IMPLEMENTATION 900099 426673 426673 HONORARIUM 900099 10000 10000 898116 642120 642120 2699948 2732659 -32711 -32711 -32711 OTHER INCOME 900099 628 628 628 6972795 898744 0 609409 30200 30200 27811 27811 1013578 522242 436715 54621 6547260 5486355 717448 343457 181305 151911 22142 7252 893164 669529 185685 37950 553595 444685 83138 25772 144647 106059 21257 17331 35259 27818 5646 1795 18399 18399 606015 591401 11600 3014 53366 48809 4278 279 65819 46116 6988 12715 75063 53333 11836 9894 61078 47348 10675 3055 274715 218214 55727 774 198794 198794 1529401 1495656 32718 1027 16130 12883 2416 831 15759 2817 12760 182 COMMUNICATIONS 552471 541442 10550 479 12893829 10723423 1649978 520428 651838 335941 8871876 3400501 129041 114356 41840 41090 34666 85827 133897 112987 28326 20910 3784443 3871376 13400029 13408686 930 53722 168033 26995781 21447650 508845 599857 171150 9319 531063 715248 1211058 1324424 X 18205014 14614165 7579709 5509061 25784723 20123226 26995781 21447650 -5921034 259537 0 X 0 1 X 1 0 X 12662573 7306404 20931445 9223596 5464642 55588660 12662573 7306404 20931445 9223596 5464642 55588660 25464388 30124272 139594 185731 274512 500560 642120 1742517 57331177 3146356 0.52540 0.48940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 72134 72134 12821697 12893831 794692 198673 0 0 601920 628535 714168 794692 2739315 4108973 63715 21376 89632 72134 246857 150480 157134 178542 198673 684829 1027244 10358 10358 0 123539 102629 20910 20910 SHORT TERM INVESTMENTS 11587 F FIXED INCOME - MUTUAL FUNDS 13397099 F 13408686 DEFERRED COMPENSATION 547215 OPERATING LEASE LIABILITY 168033 715248 X 7314032 259537 100099 359636 6954396 18399 18399 6972795 12975529 100099 100099 12875430 18399 18399 12893829 PART X, LINE 2: THE FOUNDATION UTILIZES THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY THAN NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF DECEMBER 31, 2024 AND 2023, THE FOUNDATION HAS NO UNCERTAIN TAX PROVISIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2020. 1 TALENT MARKET LLC CO AMERICA'S FUTURE FOUNDATION 1367 CONNECTICUT AVE NW SUITE 200 WASHINGTON DC 20036 521928321 501(C)(3) 10000 0 CONTRIBUTION FLORIDA EDUCATION FOUNDATION 325 W GAINES ST STE 1524 TALLAHASSEE FL 32399 592718509 501(C)(3) 17700 0 CONTRIBUTION 2 ARTS FOR LIFE - STUDENT SCHOLARSHIPS 25 25000 1511 COST AWARDS ARTS FOR LIFE - JUDGE STIPENDS 13 1300 PART I, LINE 2: THE ORGANIZATION SENDS A FORM TO THE RECIPIENTS OF SCHOLARSHIP FUNDS REQUESTING THAT THE RECIPIENT CONFIRM THAT THE FUNDS ARE BEING USED FOR THE INTENDED PURPOSE, WHICH IS THE PURSUIT OF HIGHER EDUCATION. FOR CASH AMOUNTS GRANTED TO ORGANIZATIONS, A GIFT IS ACCOMPANIED BY A LETTER STATING THE EXEMPT PURPOSE RESTRICTING ITS USE TO THAT PURPOSE, OR IF PAID IN ARREARS OF SUCH AN EXEMPT PURPOSE, IS SUPPORTED BY DOCUMENTATION OF ACTUAL COST. 1 X X X X 0 0 0 0 0 0 0 1 0 PATRICIANNA LEVESQUE CEO 319020 56202 106763 18821 25940 0 25798 1553 16303 2877 493824 79453 0 0 DEENA REPPEN CHIEF OPERATING OFFICER 283777 0 40698 0 17893 0 27350 0 20595 0 390313 0 0 0 CARA CANDAL VP OF POLICY 231204 0 16613 0 0 0 7435 0 1407 0 256659 0 0 0 KYMYONA BURK SENIOR FELLOW 211819 0 15258 0 -2113 0 6812 0 14963 0 246739 0 0 0 THOMAS GREENE VP OF ADVOCACY 118773 63870 19250 8711 -2114 0 4141 2177 8642 4654 148692 79412 0 0 CHRISTY L SANDBERG SENIOR FELLOW 201584 0 10054 0 -5260 0 6349 0 10857 0 223584 0 0 0 MATTHEW JOSEPH SENIOR ADVISOR 184356 0 9405 0 -9397 0 5813 0 19938 0 210115 0 0 0 PAMELA M GRIGGS SENIOR ADVISOR 178525 0 146 0 -5251 0 5360 0 13534 0 192314 0 0 0 PART I, LINE 3 CEO COMPENSATION WAS NEGOTIATED WITH THE COMPENSATION AND ADMINISTRATION COMMITTEE. THE COMMITTEE APPROVED AND SIGNED A WRITTEN OFFER LETTER. EMPLOYMENT ATTORNEYS WERE ALSO CONSULTED IN THE PROCESS. PART I, LINE 7 FOR SOME EMPLOYEES, COMPENSATION INCLUDED A DISCRETIONARY BONUS RELATED TO PERFORMANCE. DEENA REPPEN COO 56072 REIMBURSEMENT - THERE ARE SOME OVERLAPPING CURRENT AND FORMER OFFICERS, DIRECTORS, AND KEY EMPLOYEES WITH THE RELATED ORGANIZATION, EXCELLENCE IN EDUCATION NATIONAL, INC. BOARD OFFICERS AND DIRECTORS ARE UNPAID, THUS BUSINESS TRANSACTIONS PERTAINING TO THE EMPLOYED OFFICERS AND KEY EMPLOYEES RELATE TO COMPENSATION REIMBURSEMENTS BETWEEN THE ORGANIZATIONS FOR USE OF SHARED PERSONNEL WHERE THERE IS NO DIRECT PAYROLL TO THE EMPLOYEE FROM THE RELATED ORGANIZATION. THE PERSONNEL SERVICES TRANSACTIONS FROM THE RELATED ORGANIZATION INCLUDE REIMBURSEMENT FOR THE SHARED TIME OF THIS INDIVIDUAL. 0 PAMELA M GRIGGS SENIOR ADVISOR 43974 REIMBURSEMENT - THERE ARE SOME OVERLAPPING CURRENT AND FORMER OFFICERS, DIRECTORS, AND KEY EMPLOYEES WITH THE RELATED ORGANIZATION, EXCELLENCE IN EDUCATION NATIONAL, INC. BOARD OFFICERS AND DIRECTORS ARE UNPAID, THUS BUSINESS TRANSACTIONS PERTAINING TO THE EMPLOYED OFFICERS AND KEY EMPLOYEES RELATE TO COMPENSATION REIMBURSEMENTS BETWEEN THE ORGANIZATIONS FOR USE OF SHARED PERSONNEL WHERE THERE IS NO DIRECT PAYROLL TO THE EMPLOYEE FROM THE RELATED ORGANIZATION. THE PERSONNEL SERVICES TRANSACTIONS FROM THE RELATED ORGANIZATION INCLUDE REIMBURSEMENT FOR THE SHARED TIME OF THIS INDIVIDUAL. 0 SUZANNA WELLS FAMILY MEMBER OF COO 57937 WAGES 0 FORM 990, PART VI, SECTION A, LINE 2 THERE ARE BUSINESS RELATIONSHIPS FOR SEVERAL OF THE OFFICERS, DIRECTORS AND KEY EMPLOYEES AS THEY SERVE ON A RELATED PARTY BOARD AND/OR WORK WITH THE RELATED PARTY: JOHN E BUSH, PHILIP HANDY, ERIC CANTOR, DEE HASLAM, GARY CHARTRAND, BRUCE RAUNER, PATRICIANNA LEVESQUE, DEENA REPPEN, AND PAMELA GRIGGS. FORM 990, PART VI, SECTION B, LINE 11B REVIEWED BY MANAGEMENT INTERNALLY. REVIEWED INDEPENDENTLY BY PEER OF CPA FIRM. REVIEWED BY EXTERNAL LEGAL COUNSEL. ALL RECOMMENDATIONS AND ADJUSTMENTS REVIEWED WITH CPA FIRM IN COLLABORATION ON FINAL 990. FINAL DRAFT REVIEWED BY FINANCE AND AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS DISTRIBUTED ON AN ANNUAL BASIS AND SIGNED COPIES ARE MAINTAINED AND UPDATED. ALL CONTRACTS ARE REVIEWED FOR POTENTIAL CONFLICTS OF INTEREST BEFORE SIGNED. DIRECTORS, OFFICERS, AND EMPLOYEES ARE REQUIRED TO IMMEDIATELY DISCLOSE ALL RELATIONSHIPS AND ACTIVITIES THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 IN REFERENCE TO BOTH LINES 15A AND 15B: THE CEO'S COMPENSATION WAS NEGOTIATED WITH THE COMPENSATION AND ADMINISTRATION COMMITTEE. THE COMMITTEE APPROVED AND SIGNED A WRITTEN OFFER LETTER. THE ORGANIZATION'S ATTORNEYS WERE ALSO CONSULTED IN THE PROCESS. COMPENSATION FOR VICE PRESIDENT AND KEY EMPLOYEE POSITIONS DURING THE HIRING PROCESS IS PROPOSED BY THE POSITION MANAGER AND THE CEO CONSULTS WITH THE CHAIRMAN OF THE COMPENSATION AND ADMINISTRATION COMMITTEE ON SUCH SALARY REQUIREMENTS. ANNUALLY, A COMPENSATION ANALYSIS IS CONDUCTED AND SALARIES OF TOP LEVEL EMPLOYEES ARE COMPARED AGAINST SIMILAR ORGANIZATIONS TO AID IN SETTING AND BENCHMARKING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 18 AVAILABLE UPON REQUEST. FORM 990S ARE ALSO AVAILABLE ON CANDID.ORG FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL OF THE DOCUMENTS LEGALLY REQUIRED FOR DISCLOSURE AVAILABLE UPON REQUEST. EXCELLENCE IN EDUCATION NATIONAL INC 215 S MONROE ST STE 710 TALLAHASSEE FL 32301 463332269 TO ADVANCE POLICIES THAT WILL IMPROVE EDUCATION IN THE US FL 501(C)(4) 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 EXCELLENCE IN EDUCATION NATIONAL INC O 465093 COST EXCELLENCE IN EDUCATION NATIONAL INC Q 190061 COST