Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
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| FORM 990, PART VI, SECTION A, LINE 2 | JOHN E. BUSH, F. PHILIP HANDY, AND ZACHARIAH P. ZACHARIAH WERE DIRECTORS OF BOTH FOUNDATION FOR FLORIDA'S FUTURE AND EXCELLENCE IN EDUCATION NATIONAL THROUGH THE DATE OF MERGER. JOHN E. BUSH AND F. PHILIP HANDY WERE ALSO DIRECTORS OF FOUNDATION FOR EXCELLENCE IN EDUCATION. PATRICIANNA LEVESQUE, CARRIE JENKINS (THROUGH 3/31), AND PAMELA GRIGGS (FROM 4/1) WERE OFFICERS OF EXCELLENCE IN EDUCATION NATIONAL, FOUNDATION FOR FLORIDA'S FUTURE, AND FOUNDATION FOR EXCELLENCE IN EDUCATION. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE BYLAWS WERE UPDATED AND SIGNED BY THE SECRETARY ON 11/19/14. THE REVISED BYLAWS WERE AMENDED AS FOLLOWS: 1) TO ADD A NEW ARTICLE THAT WILL GOVERN THE NEW ADVISORY BOARD, THE FLORIDA BOARD OF TRUSTEES, WHICH WILL PROVIDE GUIDANCE AND ADVICE TO THE CORPORATION BUT WILL HAVE NO GOVERNANCE RESPONSIBILITIES, 2) TO ALLOW FOR THE USE OF TRADE NAMES, IN ACCORDANCE WITH STATE LAWS, AND 3) TO MAKE THE EXECUTIVE DIRECTOR A NON-VOTING EX OFFICIO MEMBER OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 8B | NO COMMITTEES ESTABLISHED. |
| FORM 990, PART VI, SECTION B, LINE 11 | REVIEWED BY ACCOUNTING, LEGAL, AND ADMINISTRATION 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. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY IS DISTRIBUTED ON AN ANNUAL BASIS AND PHYSICALLY 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 15B | THE EXECUTIVE DIRECTOR'S COMPENSATION AGREEMENT WAS ACQUIRED AND HONORED BY EXCELLENCE IN EDUCATION NATIONAL THROUGH ITS MERGER WITH FOUNDATION FOR FLORIDA'S FUTURE. COMPENSATION FOR VICE PRESIDENTS AND OTHER KEY EMPLOYEES IS DISCUSSED AND DETERMINED BY THE EXECUTIVE DIRECTOR AND THE PRESIDENT. FOR VICE PRESIDENTS AND KEY EMPLOYEES THAT ARE ALSO VICE PRESIDENTS AND KEY EMPLOYEES OF THE RELATED ORGANIZATION, FOUNDATION FOR EXCELLENCE IN EDUCATION, BUT WHO WILL RECEIVE COMPENSATION DIRECTLY FROM EXCELLENCE IN EDUCATION NATIONAL, AN ESTIMATION OF EXPECTED TIME SHARED IS USED TO DETERMINE A REASONABLE SPLIT TO ESTABLISH A DUAL PAYROLL. |
| FORM 990, PART VI, SECTION C, LINE 18 | AVAILABLE UPON REQUEST. FORM 990S ARE ALSO AVAILABLE ON GUIDESTAR.ORG AND THE THREE MOST CURRENT RETURNS ARE MADE AVAILABLE ON OUR WEBSITE, EXCELNATIONAL.ORG |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ALL OF THE DOCUMENTS LEGALLY REQUIRED FOR DISCLOSURE AVAILABLE UPON REQUEST. |
| FORM 990 | EXCELLENCE IN EDUCATION NATIONAL AND FOUNDATION FOR FLORIDA'S FUTURE LEGALLY MERGED ON OCTOBER 24, 2014. EXCELLENCE IN EDUCATION NATIONAL IS THE SURVIVING ENTITY WHILE FOUNDATION FOR FLORIDA'S FUTURE IS THE MERGED ENTITY. THE NAME FOUNDATION FOR FLORIDA'S FUTURE WAS REGISTERED AS A LEGAL TRADE NAME OF EXCELLENCE IN EDUCATION NATIONAL." FOUNDATION FOR FLORIDA'S FUTURE, INC. (FFF) WAS LEGALLY MERGED INTO THE ORGANIZATION EFFECTIVE OCTOBER 24, 2014. FOR 2014, THE ORGANIZATION RECOGNIZED THE FOLLOWING CONTRIBUTION RELATED TO THE ACQUISITION OF FFF ON OCTOBER 24, 2014 MERGER: AS OF OCTOBER 24, 2014 CASH $ 613,290 OTHER ASSETS 235,597 LIABILITIES (176,819) NET ASSETS RECEIVED AS CONTRIBUTION $ 672,068 |
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