Nonprofit · EIN 59-2960396
THE FOUNDATION FOR OSCEOLA EDUCATION INC
Tax-exempt · KISSIMMEE, FL 34744
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $24,224,282 | $22,054,547 | $2,169,735 | $16,618,449 | $8,868,817 | $7,749,632 |
| June 30, 2024 | 990 | $21,781,815 | $21,903,275 | -$121,460 | $19,511,618 | $13,931,721 | $5,579,897 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $18,933,043
- of which government grants
- $11,786,024
- Program service revenue
- $1,154,668
- Investment income
- $4,218,357
- Net gain from sales of assets
- $3,898,974
- Net income from fundraising events
- -$81,786
- Other revenue
- -$81,786
Expenses
- Grants and similar amounts paid
- $922,027
- Compensation of officers, directors and key employees
- $101,829
- Other salaries and wages
- $447,671
- Salaries, compensation and benefits (total)
- $761,522
- Professional fundraising fees
- $0
- Legal fees
- $2,892
- Accounting fees
- $31,420
- Travel
- $2,878
- Depreciation
- $128,527
- Program services (functional)
- $21,908,520
- Management and general (functional)
- $146,027
Balance sheet and other
- Total assets, start of year
- $19,511,618
- Total assets, end of year
- $16,618,449
- Total liabilities, end of year
- $8,868,817
- Net assets, end of year
- $7,749,632
- Land, buildings and equipment
- $1,119,965
- Publicly traded securities
- $4,602,242
- Net assets without donor restrictions
- $4,205,979
- Net assets with donor restrictions
- $3,543,653
- Gross receipts
- $31,114,714
- Employees
- 11
- Volunteers
- 301
- Year formed
- 1987
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KERRY AVERY | EXEC. DIR. Officer | 40 | $101,829 |
| AMBER ADAMS | BOARD MEMBER Trustee or director | 1 | $0 |
| BARBARA BOMBALIER | BOARD MEMBER Trustee or director | 1 | $0 |
| LANCELOT GOODEN | BOARD MEMBER Trustee or director | 1 | $0 |
| ERIKA BOOTH | BOARD MEMBER Trustee or director | 1 | $0 |
| TIMOTHY BURDETTE | BOARD MEMBER Trustee or director | 1 | $0 |
| CINDY CAMPBELL | BOARD MEMBER Trustee or director | 1 | $0 |
| HOLLY DUKE | BOARD MEMBER Trustee or director | 1 | $0 |
| MARISA ENGLAND | BOARD MEMBER Trustee or director | 1 | $0 |
| KELLY ESPOSITO | BOARD MEMBER Trustee or director | 1 | $0 |
| ANGELA FLORENTINO | BOARD MEMBER Trustee or director | 1 | $0 |
| SHAWN FLETCHER | BOARD MEMBER Trustee or director | 1 | $0 |
| ANTHONY COOK | EX OFFICIO Trustee or director | 1 | $0 |
| DANIELLE GUMP | BOARD MEMBER Trustee or director | 1 | $0 |
| STEFANIA JANCEWICZ | BOARD MEMBER Trustee or director | 1 | $0 |
23 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIN MCALEAR | BOARD MEMBER Trustee or director | 1 | $0 |
| ROBB LARSON | BOARD MEMBER Trustee or director | 1 | $0 |
| RICHARD RODRIGUEZ | BOARD MEMBER Trustee or director | 1 | $0 |
| DANA WELLS | BOARD MEMBER Trustee or director | 1 | $0 |
| JAY WHEELER | BOARD MEMBER Trustee or director | 1 | $0 |
| DEBORAH LAUGHON | BOARD MEMBER Trustee or director | 1 | $0 |
| JEFF MOCK | PAST CHAIR Trustee or director | 1 | $0 |
| CLYDE WELLS | BOARD MEMBER Trustee or director | 1 | $0 |
| RICHARD PENGELLY | BOARD MEMBER Trustee or director | 1 | $0 |
| KATHY PIERSON | CHAIR Trustee or director | 1 | $0 |
| SHEILA RANKIN | BOARD MEMBER Trustee or director | 1 | $0 |
| NORA RODRIGUEZ-PATTERSON | VICE CHAIR Trustee or director | 1 | $0 |
| ANITZA SAN MIGUEL | BOARD MEMBER Trustee or director | 1 | $0 |
| MARK SHANOFF | EX-OFFICIO Trustee or director | 1 | $0 |
| DENISE STAGE | BOARD MEMBER Trustee or director | 1 | $0 |
| JOLENE SHEIVE | BOARD MEMBER Trustee or director | 1 | $0 |
| HANS STEINBRENNER | FINANCE CHAI Trustee or director | 1 | $0 |
| MELISSA THACKER | BOARD MEMBER Trustee or director | 1 | $0 |
| TOM TOMPKINS | EX-OFFICIO Trustee or director | 1 | $0 |
| MISAEL CHAVEZ | BOARD MEMBER Trustee or director | 1 | $0 |
| BRIAN WETZEL | BOARD MEMBER Trustee or director | 1 | $0 |
| KAY WHITE | CHARTER LIAS Trustee or director | 1 | $0 |
| JEFFERY WILLIAMS | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 34 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KERRY AVERY | EXEC. DIR. Officer | 1 | $102,517 |
| AMBER ADAMS | BOARD MEMBER Trustee or director | 1 | $0 |
| DAVE ASKEW | BOARD MEMBER Trustee or director | 1 | $0 |
| BARBARA BOMBALIER | BOARD MEMBER Trustee or director | 1 | $0 |
| ERIKA BOOTH | EX-OFFICIO Trustee or director | 1 | $0 |
| CINDY CAMPBELL | BOARD MEMBER Trustee or director | 1 | $0 |
| HOLLY DUKE | BOARD MEMBER Trustee or director | 1 | $0 |
| MARISA ENGLAND | BOARD MEMBER Trustee or director | 1 | $0 |
| KELLY ESPOSITO | BOARD MEMBER Trustee or director | 1 | $0 |
| SUZANNA FERNANDEZ | BOARD MEMBER Trustee or director | 1 | $0 |
| SHAWN FLETCHER | BOARD MEMBER Trustee or director | 1 | $0 |
| JOHN GEBHARDT | FORMER EXEC. Trustee or director | 1 | $0 |
| DANIELLE GUMP | BOARD MEMBER Trustee or director | 1 | $0 |
| STEFANIA JANCEWICZ | BOARD MEMBER Trustee or director | 1 | $0 |
| CYNTHIA JONES | BOARD MEMBER Trustee or director | 1 | $0 |
| ROBB LARSON | BOARD MEMBER Trustee or director | 1 | $0 |
| DEBORAH LAUGHON | BOARD MEMBER Trustee or director | 1 | $0 |
| JEFF MOCK | EXEC. DIR. Trustee or director | 1 | $0 |
| LAVELL MONGER | EXEC. Trustee or director | 1 | $0 |
| RICHARD PENGELLY | BOARD MEMBER Trustee or director | 1 | $0 |
| KATHY PIERSON | VICE CHAIR Trustee or director | 1 | $0 |
| SHEILA RANKIN | BOARD MEMBER Trustee or director | 1 | $0 |
| NORA RODRIGUEZ-PATTERSON | BOARD MEMBER Trustee or director | 1 | $0 |
| ANITZA SAN MIGUEL | BOARD MEMBER Trustee or director | 1 | $0 |
| MARK SHANOFF | EX-OFFICIO Trustee or director | 1 | $0 |
| CASMORE SHAW | BOARD MEMBER Trustee or director | 1 | $0 |
| JOLENE SHEIVE | BOARD MEMBER Trustee or director | 1 | $0 |
| HANS STEINBRENNER | BOARD MEMBER Trustee or director | 1 | $0 |
| MELISSA THACKER | BOARD MEMBER Trustee or director | 1 | $0 |
| TOM TOMPKINS | EX-OFFICIO Trustee or director | 1 | $0 |
| BRUCE VICKERS | BOARD MEMBER Trustee or director | 1 | $0 |
| BRIAN WETZEL | BOARD MEMBER Trustee or director | 1 | $0 |
| KAY WHITE | CHAIR LIASON Trustee or director | 1 | $0 |
| JEFFERY WILLIAMS | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2310 NEW BEGINNINGS RD UNIT 118, KISSIMMEE, FL 34744-8480
- In care of
- % THOMAS R ALLEN
- Principal officer (990 for 2024)
- KERRY AVERY
- Signed the 990
- KERRY AVERY, EXEC. DIR.
- Phone
- (407) 870-4855
- Website
- WWW.FOUNDATIONOSCEOLA.ORG
- Return prepared by
- MKA ADVISORY LLC
Mission
ENHANCE PUBLIC EDUCATION FOR OSCEOLA COUNTY SCHOOLS
Program accomplishments
- 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 $20,403,933 · revenue $789,835
- SCHOLARSHIP COUNSELING: THE FOUNDATION OFFERS FREE SCHOLARSHIP COUNSELING TO HIGH SCHOOL SENIORS AND JUNIORS, RESULTING IN 602 SCHOLARSHIPS AWARDED TO GRADUATING SENIORS IN OSCEOLA COUNTY THIS YEAR.Expenses $996,141 · grants $922,027 · revenue $28,555
- 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 $244,002 · revenue $164,437
- OTHER PROGRAM SERVICES INCLUDE: -TAKE STOCK IN CHILDREN -BOOKMARK BUDDIES -MEDICAL PIPELINE -CONSTRUCTION PIPELINE -ENHANCEMENT GRANTSExpenses $264,444 · revenue $264,841
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 59-2960396
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1991
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $16,618,449
- Income (IRS master file)
- $31,114,714
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $24,224,282 | $22,054,547 | $16,618,449 | XML |
| 990 | June 2024 | $21,781,815 | $21,903,275 | $19,511,618 | XML |
| 990 | June 2023 | $22,780,540 | $21,574,383 | $18,492,669 | IRS |
| 990 | June 2022 | $18,787,939 | $18,067,717 | $17,231,201 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-2960396).
Questions about THE FOUNDATION FOR OSCEOLA EDUCATION INC
- What is the EIN of THE FOUNDATION FOR OSCEOLA EDUCATION INC?
- The employer identification number (EIN) of THE FOUNDATION FOR OSCEOLA EDUCATION INC is 59-2960396.
- Is THE FOUNDATION FOR OSCEOLA EDUCATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to THE FOUNDATION FOR OSCEOLA EDUCATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE FOUNDATION FOR OSCEOLA EDUCATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE FOUNDATION FOR OSCEOLA EDUCATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE FOUNDATION FOR OSCEOLA EDUCATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of THE FOUNDATION FOR OSCEOLA EDUCATION INC?
- The 990 for the year ended June 30, 2025 names KERRY AVERY.
- Who are the officers and directors of THE FOUNDATION FOR OSCEOLA EDUCATION INC?
- The 990 for the year ended June 30, 2025 lists 38 people; 1 received compensation from the organization, the highest $101,829 (KERRY AVERY, EXEC. DIR.).
- How much revenue does THE FOUNDATION FOR OSCEOLA EDUCATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $24,224,282, expenses of $22,054,547 and total assets of $16,618,449 at year end.
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- INDIVIDUAL EDUCATION PLAN ACADEMY EIN 81-4236838 · last filed 990 for 2025
- CENTRAL POINTE CHRISTIAN EDUCATIONAL CENTER INC EIN 45-2886103 · last filed 990 for 2025
- VIRTUAL PREPARATORY ACADEMY OF FLORIDA INC EIN 88-1483423 · last filed 990 for 2025
- VICTORY CHARTER SCHOOL K-5 INC EIN 85-0744931 · last filed 990 for 2025
- NEW DIMENSIONS HIGH SCHOOL INC EIN 59-3503922 · last filed 990 for 2025
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