EDUCATION FOUNDATION OF COLLIER COUNTY INC

EIN: 650230582 501(c)(3) Philanthropy & Grantmaking

NAPLES, FL

Total Revenue
$6,199,604
Total Expenses
$2,874,214
Total Assets
$10,847,717
Net Assets
$10,785,134
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Financial Trends

Organization Details

Formation Year
1990
Legal Domicile
FL
Principal Officer
ERIC WILLIAMS
Phone
2396434755
Tax Period
2024-07-01 to 2025-06-30

EDUCATION FOUNDATION OF COLLIER COUNTY INC, founded in 1990, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $6.2M in total revenue in fiscal year 2024. Revenue surged 75% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.3M, a strong 54% operating margin.

Mission

THE MISSION OF THE EDUCATION FOUNDATION OF COLLIER COUNTY, ALSO KNOWN AS CHAMPIONS FOR LEARNING, IS TO SERVE AS A CATALYST FOR EDUCATIONAL SUCCESS BY INVESTING IN COLLIER'S STUDENTS AND EDUCATORS. THIS MISSION IS REFLECTED (CONTINUED ON SCHEDULE O)IN THEIR COMMITMENT TO CREATING LIFE-CHANGING EARNING EXPERIENCES FOR EVERY STUDENT AND SUPPORTING EDUCATORS TO ENSURE THE HIGHEST IMPACT LEARNING EXPERIENCES FOR EVERY CHILD. THEY FOCUS ON EMPOWERING STUDENTS TO CHOOSE AND NAVIGATE THEIR OWN PATHS TO SUCCESS AND PROVIDING EDUCATORS WITH THE SUPPORT AND RESOURCES TO EXPERIENCE PROFESSIONAL SUCCESS

Program Service Accomplishments

Program 1
Expenses: $1,459,376 Revenue: $126,165

STUDENT PROGRAMS:STUDENT PROGRAMS INCLUDE TWO COMPLEMENTARY SPHERES: COLLEGE/CAREER ACCESS AND OCCUPATION-BASED LEARNING/SKILL-BUILDING AND ARE DESIGNED TO EQUIP AND PREPARE STUDENTS FOR THEIR FUTURE...

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STUDENT PROGRAMS:STUDENT PROGRAMS INCLUDE TWO COMPLEMENTARY SPHERES: COLLEGE/CAREER ACCESS AND OCCUPATION-BASED LEARNING/SKILL-BUILDING AND ARE DESIGNED TO EQUIP AND PREPARE STUDENTS FOR THEIR FUTURE LEARNING AND CAREER GOALS. THE COLLEGE AND CAREER PREPARATION PROGRAM INTRODUCES 9TH AND 10TH GRADE STUDENTS TO THE VARIOUS OPTIONS THAT ARE AVAILABLE TO THEM POST-GRADUATION, INCLUDING TECHNICAL CAREER PATHS AND A BROAD RANGE OF POST-SECONDARY EDUCATION OPPORTUNITIES, AND THEN INCORPORATES MORE VIGOROUS WORKSHOPS AND WORKING LAB SESSIONS FOR 11TH AND 12TH GRADE STUDENTS TO GAIN VALUABLE EXPERIENCE IN HOW TO NAVIGATE THE COLLEGE ADMISSIONS AND FINANCIAL AID PROCESSES, BUILD LEADERSHIP AND FOUNDATIONAL SKILLS, (CONTINUED ON SCHEDULE O)AND DEVELOP PERSONALIZED ROADMAPS TO NOT ONLY ACHIEVE POST-SECONDARY CREDENTIALS AND/OR DEGREE ATTAINMENT BUT TO DO SO AS CLOSE TO DEBT FREE AS POSSIBLE. TAKE STOCK IN CHILDREN IS AN ACADEMICALLY FOCUSED MENTORING PROGRAM FOR HIGH SCHOOL STUDENTS WHO COME FROM HOUSEHOLDS CLASSIFIED AS LOW INCOME THAT ENGAGES VOLUNTEER MENTORS WHO MEET WITH STUDENTS REGULARLY DURING THE SCHOOL YEAR AND PROVIDE GUIDANCE, MOTIVATION, SUPPORT, AND ROLE-MODELING TO GROW THE MENTEES' LIFE SKILLS.

Program 2
Expenses: $764,931

EDUCATOR PROGRAMS:EDUCATOR PROGRAMS ARE DESIGNED TO VALUE, EMPOWER, AND SUPPORT EDUCATORS ACROSS TRADITIONAL PUBLIC, CHARTER, AND PRIVATE SCHOOLS TO EXPERIENCE PROFESSIONAL SUCCESS. THE CLASSROOM...

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EDUCATOR PROGRAMS:EDUCATOR PROGRAMS ARE DESIGNED TO VALUE, EMPOWER, AND SUPPORT EDUCATORS ACROSS TRADITIONAL PUBLIC, CHARTER, AND PRIVATE SCHOOLS TO EXPERIENCE PROFESSIONAL SUCCESS. THE CLASSROOM GRANTS PROGRAM IS A COMPETITIVE GRANT APPLICATION PROCESS WHICH PROVIDES AWARDED EDUCATORS WITH FUNDING FOR CLASSROOM SUPPLIES OR EQUIPMENT, LOCAL FIELD TRIPS, ENRICHMENT ACTIVITIES, SCHOOL-WIDE INITIATIVES, AND OTHER INNOVATIVE CLASSROOM PROJECTS NOT COVERED UNDER THE SCHOOL'S BUDGET THAT ENCOURAGE DEEPER LEARNING AND ENGAGEMENT FOR STUDENTS. GOLDEN APPLE IS AN EDUCATOR RECOGNITION PROGRAM THAT UNITES THE COMMUNITY IN HONORING AND CELEBRATING A SELECT COHORT OF TEACHERS EACH SCHOOL YEAR WHO EXEMPLIFY TEACHING EXCELLENCE.

Program 3
Expenses: $50,653

COMMUNITY ENGAGEMENT:RECOGNIZED AS THE EDUCATION FOUNDATION SERVING COLLIER COUNTY BY THE CONSORTIUM OF FLORIDA EDUCATION FOUNDATIONS, CHAMPIONS FOR LEARNING SERVES AS A UNIFYING FORCE WITHIN THE...

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COMMUNITY ENGAGEMENT:RECOGNIZED AS THE EDUCATION FOUNDATION SERVING COLLIER COUNTY BY THE CONSORTIUM OF FLORIDA EDUCATION FOUNDATIONS, CHAMPIONS FOR LEARNING SERVES AS A UNIFYING FORCE WITHIN THE COMMUNITY BY DRIVING COLLECTIVE ACTION TOWARDS THE COMMON GOAL OF STUDENT AND EDUCATOR SUCCESS. TO CARRY OUT OUR WORK, CHAMPIONS FOR LEARNING PARTNERS WITH SEVERAL STATE-WIDE NETWORKS, ALONG WITH COUNTLESS LOCAL COMMUNITY NONPROFITS, BUSINESSES, AND VOLUNTEERS. CHAMPIONS FOR LEARNING IS COMMITTED TO WORKING CLOSELY WITH COLLIER COUNTY PUBLIC SCHOOLS, ENSURING THAT WE ARE MEETING THE UNIQUE NEEDS OF OUR SCHOOL DISTRICT THROUGH OUR PROGRAMMING. WE HELP FACILITATE COLLIER COUNTY PUBLIC SCHOOL'S HIGH SCHOOL ENTREPRENEURSHIP PROGRAM, (CONTINUED ON SCHEDULE O)WHICH OFFERS UNIQUE CLASSES WHERE STUDENTS COLLABORATE IN TEAMS TO DEVELOP A VIABLE AND MARKETABLE PRODUCT OR SERVICECHAMPIONS FOR LEARNING RECRUITS, TRAINS, AND RETAINS VOLUNTEERS, MANY OF WHOM ARE EITHER CURRENT OR RETIRED BUSINESS PROFESSIONALS IN THE COMMUNITY, AS MENTORS, COACHES, AND JUDGES FOR THE PROGRAM. AS A VOLUNTEER-DRIVEN ORGANIZATION, WE RELY ON NEARLY 450 INDIVIDUALS WHO GIVE THEIR TIME, DEDICATING OVER 6,700 HOURS TO SUPPORT STUDENTS AND EDUCATORS.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,172,011
Program Service Revenue $126,165
Investment Income $142,258
Other Revenue $-240,830
TOTAL REVENUE $6,199,604

Expense Breakdown

Grants Paid $452,958
Salaries & Benefits $1,689,444
Fundraising Expenses $433,300
Program Expenses $2,274,960
Other Expenses $731,812
TOTAL EXPENSES $2,874,214

Year-over-Year Comparison

2024 2023 Change
Revenue $6,199,604 $3,538,445 +0.8%
Expenses $2,874,214 $4,432,985 -0.4%
Net Income $3,325,390 $-894,540 -4.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
17
Independent Members
16
Employees
26
Volunteers
445

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$315,735
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
WILLIAM LUTZ IMMEDIATE PAST CHAIR 5.00
Officer Director
$0 $0 $0
MARTHA ROZMAN CHAIR 5.00
Officer Director
$0 $0 $0
BRUCE MOUSA VICE CHAIR 5.00
Officer Director
$0 $0 $0
DENISE MURPHY SECRETARY 5.00
Officer Director
$0 $0 $0
ROGER LIPITZ TREASURER 5.00
Officer Director
$0 $0 $0
CORKY CARLSEN DIRECTOR 5.00
Director
$0 $0 $0
SERGE ECITYAN DIRECTOR 5.00
Director
$0 $0 $0
DR DELLA BURT-BRADLEY DIRECTOR 5.00
Director
$0 $0 $0
JANET PERNA DIRECTOR 5.00
Director
$0 $0 $0
GARY PERSONETTE DIRECTOR 5.00
Director
$0 $0 $0
JERRY BROWN DIRECTOR 5.00
Director
$0 $0 $0
JESSE ROBERTS DIRECTOR 5.00
Director
$0 $0 $0
STEPHANIE LUCARELLI DIRECTOR 5.00
Director
$0 $0 $0
TIM CAWLEY DIRECTOR 5.00
Director
$0 $0 $0
DR LESLIE RICCIARDELLI DIRECTOR 5.00
Director
$0 $0 $0
CAROL WINDFELDT DIRECTOR 5.00
Director
$0 $0 $0
BARBARA EVANS CEO/PRESIDENT THROUGH 04/25 40.00
Officer
$172,954 $17,574 $190,528
STEPHANIE VIVIANO CHIEF FINANCIAL OFFICER 40.00
Officer
$110,676 $14,531 $125,207
CYNTHIA NELSON CHIEF DEVELOPMENT OFFICER 40.00
Highest
$127,812 $13,643 $141,455
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $6,199,604 $2,874,214 $10,847,717 $3,325,390
2024 $3,538,445 $4,432,985 $7,087,010 $-894,540
2023 $4,983,623 $4,916,492 $9,354,115 $67,131
2023 $4,983,623 $4,916,492 $9,354,115 $67,131
2022 $4,381,096 $3,868,989 $9,622,380 $512,107
2021 $4,500,247 $3,247,355 $9,535,030 $1,252,892
2020 $4,352,111 $3,038,580 $8,669,820 $1,313,531
2018 $3,207,236 $2,784,052 $7,410,168 $423,184
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