Education Foundation of Sarasota County, Inc.
1960 Landings Blvd, Suite 120
Sarasota FL 34231


We invest in the success of every student and teacher through high impact initiatives supported by our community partners and donors. Every student will be prepared for tomorrow's world.

CEO/Executive Director Jennifer Vigne
Board Chair Jason Swift
Board Chair Affiliation Jon F. Swift, Inc.
General Info
Organization DBA
Education Foundation of Sarasota County
Supported Organization
Former Names
Sarasota Public Schools Foundation, Inc.
Tax Exempt Status Public Supported Charity
Incorporation Year 1988
Awarded competitive grant from Community Foundation in the last 5 years?
State Charitable Solicitations Permit Yes Apr 2016
State Registration Yes Apr 2017
IRS Letter of Determination
Financial Summary
Projected Revenue $1,389,600.00
Projected Expenses $1,389,600.00
Other Documents
Impact Statement
In the 2014-2015 School year, the Education Foundation celebrated its 25th anniversary and invested over $1 million in Sarasota County Schools. 
The Classroom Grants program received a record breaking 426 grant applications for funding of up to $1,000 each from local teachers; a 41% increase over last year. Over $213,000 in classroom grants for innovative projects was distributed.
"If it were not for the Education Foundation, my class would not have many of the necessary materials for learning. My school would not have many of the necessary materials for teaching. The Education Foundation is crucial to our county's students and teachers." Tamara Purdin, Lamarque Elementary
In 2015-16 we will raise $300,000 for  Classroom Grants to meet the ever growing demand for this program. 
Texcellence program added high school interns and tutors at the existing Digital Learning Labs, and opened 11 additional DLLs,  serving over 4,800 children last year, and over 29,000 since it's inception.
  • Students participating in Digital Learning Labs increased the number of hours using technology resources (for homework, self-directed learning and scholastic research) by 69%.
  • 58% of DLL participants increased their Math grades and 56% of DLL participants increased their Reading grades. The average grade point increase was 8 points, almost 1 whole letter grade!
In 2015-16 Texcellence will increase the number of interns and tutors at existing DLLs and open an additional 7 Labs, for a total of 30 in Sarasota County Schools, Libraries and youth serving organizations. 
In 2014-15 we launched the $1 million Middle School Excellence Initiative with a 2 year $500,000  grant  from the Helios foundation.  MSEI provides professional development to train teachers how to effectively teach with and implement the TechActive classroom currently utilized in all middle school STEM classes.
In 2015-16 we will expand the MSEI to include the development and implementation of a college and career readiness component
Needs Statement
  1. Classroom Grants- total budget $300,000
    -$1,000 will sponsor an individual named grant for a Sarasota County teacher.
    -$10,000 will sponsor a School-wide grant/initiative
    -Gifts of any amount can be made to support the Classroom  Grants program
    Volunteer grant readers and evaluaters in the fall and spring
  2. Texcellence & Digital Learning Labs- Total Budget $266,000
    -$250 will provide a computer and educational software
    -$500 will provide a 6 week coding class in a DLL
    -$2,500 will provide a 6 month internship and valuable work experience for a high school student
    -$15,000 will support a fully outfitted Digital Learning Lab with computers, interns, tutors and coding classes for 1 year.
    Volunteer math and reading tutors to assist students in the DLLS
  3. Middle School Excellence Initiative- Budget $500,000
    -$20,000 will support the development of College and Career Readiness program
    -$30,000 will implement the program at one middle school
  4. Academic Achievement- $100,500
    The  Foundation underwrites various county wide programs to support and promote academic achievement in students and professional development for  teachers in  Sarasota County Schools.
    -Academic Olympics-$11,500 
    -Science Fair- $37,000 
    -Teacher of the Year- $23,000 
    -PALS Volunteers in Schools- $12,000
    -Achievement GAP- $17,000
Background Statement
The Education Foundation of Sarasota County, Inc. was incorporated in 1988 as a 501(c)(3) not-for-profit organization in support of public education, independent of the Sarasota County School Board.  Since its inception, the Foundation has provided over $18 million in direct support to Sarasota schools.  We are now investing over one million dollars each year to benefit teachers and students, beyond what tax dollars can be stretched to fund.
We ENGAGE the entire community in support of its public schools through collaborations, volunteerism, sponsorships and private philanthropy. There are no other agencies that publicly award teacher achievement or offer these avenues for broad community involvement in Sarasota County schools. In an area with a large proportion of retirees and part-time residents, just 18% of households have ever had children enrolled in the local public schools.
We SERVE over 43,000 students of varied races, ethnicity, physical ability, languages, and socio-economic status from voluntary pre-Kindergarten to adult education in 57 public schools, charter schools and alternative education programs.  We work with 2,800 teachers, 1,750 support personnel and more than 9,000 volunteers.

We GENERATE ENTHUSIASM for teaching among teachers at all grade levels, incorporate parent involvement into many of our projects, and benefit the community at large by encouraging excellence in our public schools.

Programs and services include:

* PALS Volunteers in Education: Tutors and Mentors Programs
* Texcellence Home Computers and Digital Learning Labs
* Regional Science, Engineering and Technology Fair
* Edge of Excellence Classroom Grants for Teachers
* Evening of Excellence Student Art Program
* License for Learning Automobile Tags
* Middle School Excellence Initiative
* Teacher of The Year Program
* Academic Olympics
* Mentorships
* Scholarships
* Awards

Areas Served
Areas Served
FL- Sarasota
Service Categories
Primary Org Type Education
Secondary Org Type Education
Tertiary Org Type Education
Education, Sarasota, public schools, K-12, students, graduation, high school, elementary school, middle school, schools, Florida, Venice, North Port, Booker, Riverview, literacy, technology, computers, reading, teachers
Statement from the Board Chair/Board President
Statement from the CEO/Executive Director

The Texcellence Program is designed to ensure that every student in Sarasota County public schools has access to computers and internet outside of the classroom regardless of socio-economic status. Over 4,000 students and their families benefit each year from technology that they would not otherwise have access to. Without these basic resources, students cannot complete homework, research projects or access their schools’ websites. Through the Texcellence Program, students have the opportunity to master 21st Century skills so they can be successful in the classroom and beyond.
The Home Computer Program provides refurbished computers and educational software to qualified students. 23 Digital Learning Labs at schools, youth serving organizations, and libraries provide computer and internet access to under served students in a safe and supportive environment. Each lab is equipped with a digital literacy training program to help both students and parents become digitally proficient.

Budget $200,000
Category Education, General/Other Elementary & Secondary Education
Program Linked to Organizational Strategy Yes
Population Served Children and Youth (0 - 19 years) Families Poor,Economically Disadvantaged,Indigent
Short Term Success

Currently, 23 Texcellence Digital learning labs are open throughout Sarasota County. These DLLs  provide students with a safe and supportive after school environment to build the digital literacy skills they need to succeed in school. 

  1.     75% of students who begin Microsoft Digital Literacy Curriculum or “DigitalLearn” training courses will attain passing scores and certificates of completion. Trainers will facilitate the training and track progress of a representative sample of students.

  2. Students participating in Digital Learning Labs will increase the number of hours using technology resources for homework, self-directed learning, and scholastic research by 50%. Usage and increase of digital learning activities will be tracked via trainers input of student data into Texcellence Database.

  3.  50% of students participating in digital learning labs with after-school programs during the 2014-2015 school-year will improve Math and Reading grades.
Long Term Success

Every child enrolled in Sarasota County’s public schools -- including charter schools, magnet schools, special programs, home school, and virtual school -- will have access to the basic technology they need at home and in safe after school environments to keep up with their classmates and prepare for success in the workplace and global economy.

Every family will be able to support their students’ learning with easy access to affordable and reliable Internet service, ongoing training, technical support and future hardware and software upgrades.

DLL Internships provide real workforce preparation to under-served high school students who wouldn’t ordinarily have the opportunity to gain 21st century work experience.

Program Success Monitoring

We conduct continuous staff-led evaluation to measure the Texcellence Program’s impact on student learning and achievement and to assess the effectiveness of the delivery model.  Student progress is tracked by completion of digital learning modules and monitored time spent on digital learning activities. Improvement in Math and Reading grades is tracked and measured quarterly. Results from the first full year of tracking as of 7/9/15:

  1.  80.5% of Digital Learning Lab participants who began “Microsoft” or “Digital Learn” digital literacy curriculum attained certificates of completion.
  2. Students participating in Digital Learning Labs increased the number of hours using technology resources (for homework, self-directed learning and scholastic research) by 69.4%.

  3. 58% of DLL participants increased their Math grades and 56% of DLL participants increased their Reading grades. The average grade point increase was 8 points, almost 1 whole letter grade!
Program Success Examples

“Every time I see my son doing homework on his computer, I think of you. You may never realize how valuable the gift of the Texcellence computer really is. It is in a sense priceless. Not only does it help him complete homework on time, it gives him confidence to progress and set his eyes on higher education." Yolanda Casillas, mom of HCP recipient

“Working in the Digital Learning Lab doesn’t only give me real world job experience with technology but also experience with the kids. I find this is a great way to give back to the school district and help the students advance their education as much as I can.” – Justin Rosenhaus, Texcellence Intern and FCGU student

“Thank you for giving us the opportunity to be a DLL site. We are proud to be a partner. As you know, our students really enjoy the programs and to be honest some would rather do Power My Learning instead of their assigned homework!” – Ken Waters,  Sarasota Housing Authority


Since 1995, the Education Foundation’s annual Evening of Excellence has showcased the most accomplished high school artists in town.  Art teachers from every public high school submit their best student work.  Over 300 pieces are juried by a distinguished panel of art professionals and displayed in a public gallery at the Ringling College of Art and Design.  The twenty-five top scoring pieces are framed by local galleries, professionally photographed and featured in a full page ad in the Herald-Tribune’s Sunday edition. 

Ultimately, art patrons and business and community leaders gather for the Evening of Excellence gala on the last Friday in February - a hugely popular, sold-out event with a lively social hour, elegant dinner and brisk auction of the student work.  As our guests of honor that evening, the Best of the Best student artists and teachers are recognized for their talents and contributions.
Budget $225,000
Category Arts, Culture & Humanities, General/Other Visual Arts Instruction
Program Linked to Organizational Strategy Yes
Population Served Adolescents Only (13-19 years) K-12 (5-19 years) K-12 (5-19 years)
Short Term Success

By the end of each Evening of Excellence season, student artists placing in the Top 25 will have received cash awards, a portfolio boost and recognition from peers, family members, arts professionals and patrons about the value of their work.   All 200-250 participating students will grow in understanding of career options, their talents and skills, and what it takes to imagine, create and promote original works of art that will compete effectively in one kind of marketplace.
Long Term Success

The Evening of Excellence Student Art Program reaffirms the importance of the arts curricula in our schools -- classes that have been in jeopardy in this county and around the country due to limited funds.
In recognition for their participation, the art departments receive monetary awards for much needed supplies and materials.  Participating students benefit as they showcase their work in a professional setting and vie for scholarships and awards presented in conjunction with the program. The advantage continues when they apply for other college scholarships that reward their talent.  Individually, their self-confidence receives a boost; their portfolios and resumes reflect a major new accomplishment.  Together, they are employing their considerable talents to support public education and build community awareness about the far-reaching benefits of the arts in our schools.
Program Success Monitoring

High school art teachers employ evaluative measures to determine which pieces are to be entered in the competition.  The students also receive these criteria before they produce work for the program.  The judges who jury the art show also use the same evaluative rubric to determine the Top 25 works of art.


1. Imaginative and creative thinking and expression
2. Freshness of conception and interpretation
3. Distinct sense of order and form
4. Application of the fundamentals of design
5. Technical skill
6. Mastery of materials
7. Clear visual intent/Ability of communication
8. Market appeal
9. Sense of style and personal direction.

Committee members and staff complete comprehensive debriefing sessions at the program's conclusion to assess the effectiveness of each program element: art competition, art show, event production, community relations, numbers and diversity of participants, contributions raised and distributed to students, teachers and schools.

Program Success Examples

Since 1995, Evening of Excellence has raised over 2.5 million dollars for the public schools while raising awareness about the vital role the arts play in learning.  It is a recognized component of our high schools’ art programs, providing a powerful incentive for students to create their very best work and test the water for professional careers.  It also generates scholarships for the students and monetary awards for art teachers and departments.

Program Alums include students who have gone on to become professional book illustrators, graphic designers, photographers, and multi media artists with their own gallery exhibits.  2015 graduate Andre Johnson is a three time winner, garnering multiple scholarships and a once in a lifetime mentorship with national geographic underwater photographers. During his mentorship, Andre photographed a previously undocumented species for the first time ever! 

Since 1990, the Education Foundation has awarded over $3 million through competitive teacher grant programs.  Awards of up to $1,000 are available for materials, equipment, supplies and experiences through the Classroom Grants program, helping teachers implement innovative new techniques to keep students motivated and engaged.

The 2014-15 Classrrom grant application cycle had a record breaking 456 applications submitted from Sarasota County teachers. This 41% increase in the 25th year of the Classroom Grants Program reinforces the continued and growing need for support that goes beyond what tax dollars can provide.
Budget $300,000
Category Education, General/Other Educational Programs
Program Linked to Organizational Strategy Yes
Population Served K-12 (5-19 years) Adults Families
Short Term Success

Great teachers feel empowered when the community understands and supports what it takes to help ALL of their students learn and achieve.  Education Foundation classroom grants provide that support in the most direct and personal manner possible.  In the 2014-15 School year, the Education Foundation funded 227 grants, in the amount of $214,414.59, impacting 30, 518 students. Teachers reported the following student gains as a result:

  •  Better quality of homework (64.81%)
  •  Better quality of classwork (83.41%)
  •  Testing results improved (74.77%)
  •  Increased critical thinking (78.16%)
  •  Increased curiosity (85.85%)
  •  92.73% of teachers reported that the grant allowed them to reach unmotivated students
  • 94.09% of teachers reported reaching low-achieving students in their classrooms.
Of the 227 teachers awarded grants- 95% reported attaining their qualitative and quantitative goals for their projects. 
Long Term Success

Substantial cuts in Sarasota County’s school funding threatens the progress the district has made in giving teachers the tools they need to (1) address the achievement gap and (2) educate our children for success in the 21st Century. 

Our most dedicated and entrepreneurial teachers incur significant out-of-pocket expenses to buy the things they need to reach students at all levels of motivation and styles of learning.  Classroom grants give them the freedom to design and deploy learning adventures that directly impact students, above and beyond what tax dollars can be stretched to fund, especially when money is so tight.

Enhanced educational efforts like those funded through Classroom Grants have a significant impact on all students, but especially on younger students, who have not yet fully formed their personal attitudes and behaviors; unmotivated students, who often become low achievers; and special needs students, who require the “extras” to achieve success.

Program Success Monitoring

Impact is assessed by quantitative and qualitative measures that are outlined in advance in each teacher's proposal.  Evaluative measures include pre- and post-intervention tests, FCAT scores, reading fluencies, data collection sheets, journals and other final projects.

A Teacher Summary Report is required at the end of each project.  Reports include:

1.  Detailed proof of expenditures;
2.  Project description: outputs/outcomes achieved against those proposed; student response, learning, and achievement;
3.  Description of evaluation methods;
4.  Number and special needs of students directly impacted, and program replication plans;
5.  Teacher response to effectiveness of classroom project, suggestions for change; and
6.  Principal's comments and signature.

Program Success Examples

This program enhanced my instruction which was already geared towards meeting county objectives.  The grant made it so much easier.     
– Liz Kinsinger, Gulf Gate Elementary

Students became more interested in reading when they were researching which books to purchase and then they really anticipated getting them in the class.  There were a few scuffles over who got to read certain books first.  That's what I like -kids fighting over books!
– Linda Lyons, Brookside Middle

I had no idea the incredible poems that would result from the Math Poetry book. We can't wait to write some more.
– Shannon Cannon, Lamarque Elementary

There are several wonderful things that happened as a result of this grant, one concerns a young fifth grader with a severe learning disability. He was one of the first students to use the reading stylist that we purchased. It provides him with a level of independence that he has never before known.
– Barbara Pelc, Oak Park South


The Education Foundation funds multiple County wide academic achievement initiatives including:

  1. Sarasota Regional Science, Engineering & Technology Fair
    - over 800 students submitted 667 projects in over 20 categories
    -projects were judged by over 160 volunteer judges
    - students went on to compete at the regional and international level
  2. Academic Olympics
    -10 teams from local high schools compete in College bowl style matches
    -scholarships are awarded to team chosen MVPs

  3. Teacher of the Year
    -celebrates exceptional teachers in our schools
    - provides professional development and continuing education for teachers
  4. PALS volunteers in schools
    - provides recruitment, training, and placement of over 9000 volunteers in schools
  5. GAP initiatives
    - provides funding for newly identified needs that arise for at risk populations through out the school year


Budget $105,000
Category Education, General/Other Elementary & Secondary Education
Program Linked to Organizational Strategy Yes
Population Served K-12 (5-19 years) Adults Poor,Economically Disadvantaged,Indigent
Short Term Success
Short term success of student and teacher achievement programs include increased student participation, student engagement and teacher professional development and satisfaction.
  • Volunteer programs provide community outreach and awareness, while addressing student and teacher needs in the classroom and after school. 
  • Science Fair deepens student knowledge and understanding of scientific concepts while improving confidence and communication skills.
  • Teacher of the Year showcases teaching best practices and provides extraordinary professional development opportunities.
  • Academic Olympics celebrates and encourages academic achievements in our students and allows them to compete in a team effort comparable to athletic activities.
Long Term Success
The RSET promotes the importance of STEM related fields while giving children of all ages an opportunity to apply the scientific method to real life problems. Ultimately, students are able to correlate what they are learning in the classroom with the world around them. Increasingly, the number of girls participating in the Science Fair and winning top honors grows each year. 
Academic Olympics demonstrates to students, in a highly visible manner, that achievement in learning is advocated and applauded by their peers and adults alike. The students acquire a wealth of knowledge in a broad range of interests, finely hone their critical thinking and problem solving skills, and learn much about good sportsmanship and team work.
Teacher of the year increases awareness about the importance of quality public education, in a community where fewer than 18% of households have direct contact with the schools 
Program Success Monitoring each program has specific monitoring criteria that is overseen by the governing committee. Additionaly, Science Fair and Teacher of the Year work in conjunction with state guidelines as students and teachers progress to competitions at the state, and sometimes national level.
Program Success Examples
In 2013, Brittany Wenger received top honors at the RSET and went on to compete at Google and INTEL, and present her project- Cloud4Cancer- at the Whitehouse. She is continuing her research at Duke University,  has been featured on "Made With Code" and has even given a TED talk!
Teacher of the year, Edward Hashey is creating volunteer teaching teams at his elementary school to implement verticality to engage students of all academic performance levels.

The Education Foundation created the Middle School Excellence Initiative (MSEI) in partnership with Sarasota County Schools. The mission of the MSEI is to create and support a college & career readiness environment for Middle School students in Sarasota County through enriching and relevant programs based on 21st century skills.

 In 2014-15 The Education Foundation launched the 41 million multi-year initiative with a 2 year $500,000 grant from the Helios foundation. MSEI provides professional development to train teachers how to effectively teach with and implement the TechActive classrooms currently utilized in all middle school STEM classes. 
Budget $250,000
Category Education, General/Other Teacher & Faculty
Program Linked to Organizational Strategy Yes
Population Served Adults Children Only (5 - 14 years) At-Risk Populations
Short Term Success 116 TechActive math and Science teachers received individualized, differentiated coaching with  to promote successful implementation of I-engage instruction. In addition, Program Specialists developed the TechActive Lead Teacher program, designed to build capacity and consistency across middle schools district-wide. Program Specialists also developed TechActive Cornell Notes and Spiral for teacher resources and aligned specialized district digital resources to Florida and national.
Long Term Success

Our overarching goal is to enhance instructional effectiveness so that all students benefit from a college going culture rooted in high expectation, 21st century skill based learning environments.

Beyond strategies focused on academic instruction, Middle School leaders are committed to a vision and tone to promote college readiness and a school culture where beliefs and behaviors reflect and demonstrate an increase in the number of students meeting college readiness requirements. In partnership, the Education Foundation and Middle School leaders are on a mission to find the best possible solutions.

The project’s strategies—focused on leadership, organizational effectiveness, teacher expertise, best practices, connecting learning to life—are designed to create lasting change in middle schools. Activities are underway to build capacity and shift school cultures that will be sustained beyond the grant period, fundamentally changing the way teachers approach lesson design, effective skills they will master, and school cultures they shape.


Program Success Monitoring

Program success is monitored by both student achievement and student engagement, as well as teacher expertise.

Students demonstrate increased proficiency in math and science
-Increase in student grades and Standardized test scores
-Increase in students taking algebra by the end of 8th grade

Teacher expertise and instructional effectiveness 
-100% of math and science classrooms are Tech Active—and fully utilized
-Challenging curriculum and instructional strategies—iEngage—are fully implemented in all Tech Active classrooms

-100% of all contracted math and science teachers are certified
-100% of teachers in TechActive classrooms are trained and effectively implementing iEngage instruction

Increased student responsibility for learning
-Increases in student accountability to their group and the topic, critical thinking, functioning as a team, and cementing topics
-Engaged and motivated students
-Reduced absences in math and science TechActive classes
-Reduced behavior problems in TechActive classes 
Program Success Examples The MSEI provided over 932 hours of professional development and training for 116 teachers and over 400 hours of one to one coaching. The program has been so successful, plans to expand the training to teachers of other subject areas is being considered.
Program Comments by Organization The programs of the Education Foundation are designed to be dynamically responsive to the needs of the teachers and students in  Sarasota County Schools. The programs grow and change as the needs of the community change to ensure maximum efficiency and impact. The Classroom grants program has grown consistently since it began in 1990, with a record breaking year in 2014-2015.  The Texcellence program has evolved from a classroom grant based $500 project, to wide scale home computer distributions, to full service Digital Learning Labs. The Education foundation works closely with Sarasota County Schools and other  Youth Serving organizations to constantly reassess the community needs and program impact.
Program Comments by Foundation
CEO/Executive Director
CEO/Executive Director Jennifer Vigne
CEO Term Start Nov 2015
CEO/Executive Director Email

Jennifer Vigne, CFRE

Executive Director

Education Foundation of Sarasota County

With 25 years of non-profit and corporate business development experience, Jennifer Vigne’s career includes working for Fortune 500 companies and leading donor-centered advancement activities for non-profits. Vigne assumed the role of Executive Director for the Education Foundation of Sarasota County in November 2015. Previously, Vigne served as the Campaign Director for Mote Marine Laboratory overseeing a $50 million comprehensive campaign.

Vigne is actively involved in the non-profit community where she has served as the 2015 National Philanthropy Day Chair, 2014 National Philanthropy Day Co-Chair, 2013 Planet Philanthropy Conference Chair, 2012 Planet Philanthropy Conference Co-Chair, and is the incoming President of the Southwest Florida AFP chapter. Vigne is a member of the Southwest Florida Planned Giving Council, a graduate of Leadership Sarasota and Leadership Manatee, and is an alumna of the Gulf Coast Leadership Institute.

Vigne received her M.Ed. from the University of South Florida, her B.S. degree from Florida State University, and is a Certified Fundraising Executive (CFRE).

Former CEOs/Executive Directors
Ms. Cindy L. Kaiser June 2007 - Oct 2011
Susan Scott Jan 2012 - Nov 2015
Senior Staff
Robyn Faucy Director of Development
Ms. Michelle Frau Program and Events Director
Ms. Karissa Mayer Donor and Program Services
Jennifer Sams Texcellence Program Manager
Staff & Volunteer Statistics
Full Time Staff 5
Part Time Staff 0
Staff Retention Rate % 80
Professional Development Yes
Contractors 1
Volunteers 512
Management Reports to Board Yes
CEO/Executive Director Formal Evaluation Yes
Senior Management Formal Evaluation Yes
Non-Management Formal Evaluation Yes
Sarasota County Schools
Volunteer and Partnership Office- TEAM UP
Community Youth Development
Unidos Now
College Access Network 
American Association of University Women (AAUW) - Venice and Sarasota Branches
Sarasota Technology Users Group
Sarasota Housing Authority
Boys and Girls Clubs
Sarasota County Public Libraries
Embracing Our Differences
Florida Studio Theater 
Ringling College of Art and Design 
Girls Inc. 
AFP (Association of Fundraising Professionals)
Consortium of Florida Education Foundations
Greater Sarasota Chamber of Commerce
External Assessments and Accreditations
Awards & Recognition
Risk Management Provisions
Government Licenses
Organization Licensed by the Government No
Fundraising Plan No
Communication Plan Yes
Strategic Plan No
Strategic Plan Years 3
Strategic Plan Adopted May 2014
Management Succession Plan Yes
Continuity of Operations Plan Yes
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes
Policies and Procedures Yes
Management Comments by Organization
Management Comments by Foundation
Planning & Policies Comments by Organization
Planning & Policies Comments by Foundation
Multi-Media Comments by Organization Did you know that over 50% of Sarasota County students are eligible for free and reduced-price lunches?  In a community that cares deeply about quality public education, we can give them what they need to succeed in the classroom and in life.  Don't take our word for it, let the students thank you themselves! 
Board Chair
Board Chair Jason Swift
Company Affiliation Jon F. Swift, Inc.
Board Term July 2015 to June 2016
Board Chair Email
Board Members
Board Members
Gregory Banach Bank of America - Merrill Lynch
Ms. Cathi Bell Community Volunteer
Taylor Collins Professional Benefits, Inc.
Ariane Dart Dart Foundation
Louis Decongelio Community Volunteer- retired educator
Ping Faulhaber Faulhaber Foundation
Tricia Fulton Sun Hydraulics
Cheryl Gordon Shumaker Loop & Kendrick LLP
Philip Hammersley Norton Hammersley Lopez & Skokos
Peter Hayes Tandem Construction
Mr. Stuart Henderson Fawley Bryant Architects
Tom Koski Koski Family Foundation
John LaCivita Willis A. Smith Construction
John McIntyre McIntyre, Elwell & Strammer
Alix Morin Community Volunteer- retired educator
Susan Morris NOW I, llc
Katelin Nguyen Student Board Member- Community Youth Development
Jason Swift Jon F. Swift, Inc.
Kimberly P. Walker Esq.Williams Parker
Ms. Jacquelyn Woods Key Realty
Student serving on the board through Community Youth Development? Yes
Constituency Includes Client Representation Yes
Board Ethnicity
African American/Black 1
Asian American/Pacific Islander 2
Caucasian 17
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Gender
Male 9
Female 11
Unspecified 0
Board Term Lengths 3
Board Term Limits 2
Board Orientation Yes
Number of Full Board Meetings Annually 11
Board Meeting Attendance % 73
Board Self-Evaluation Yes
Written Board Selection Criteria Yes
Board Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 100
% of Board Making In-Kind Contributions 84
Standing Committees
Board Governance
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala)
Program / Program Planning
Governance Comments by Organization Our goal is to continue to diversify our BOD in the 2015-16 year. We are currently seeking to add a representative from the field of technology, as one of our largest programs deals with student access to technology how it is used in education. We are also seeking to add more non board members who represent our client base to our committees, as a way to engage future board members.    
Governance Comments by Foundation
Fiscal Year Projections
Fiscal Year Begins 2015
Fiscal Year Ends 2016
Projected Revenue $1,389,600.00
Projected Expenses $1,389,600.00
Endowment Value $832,663.00
Endowment Spending Policy Income Only
Endowment Spending Policy %
Capital Campaign
In a Capital Campaign No
Campaign Purpose
Campaign Goal
Campaign Dates 0 to 0
Amount Raised To Date 0 as of 0
Anticipate Campaign within 5 years?
Historical Financial Review
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201420132012
Foundation and
Corporation Contributions
Government Contributions$0$25,652$0
Individual Contributions$1,113,264$554,712$681,224
Investment Income, Net of Losses$26,925$34,732$11,325
Membership Dues$0$0$0
Special Events$149,811$164,357$174,508
Revenue In-Kind$64,068$93,017$61,370
Expense Allocation
Fiscal Year201420132012
Program Expense$842,108$706,378$631,385
Administration Expense$79,317$85,063$119,446
Fundraising Expense$48,506$51,210$41,760
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses1.350.951.13
Program Expense/Total Expenses87%84%80%
Fundraising Expense/Contributed Revenue4%7%5%
Assets and Liabilities
Fiscal Year201420132012
Total Assets$1,539,926$1,130,573$1,173,243
Current Assets$1,311,730$1,035,196$1,104,492
Long-Term Liabilities$0$0$0
Current Liabilities$21,578$3,098$17,536
Total Net Assets$1,518,348$1,127,475$1,155,707
Top Funding Sources
Fiscal Year201420132012
Top Funding Source & Dollar AmountContributions, gifts, grants $1,113,264Contributions, gifts, grants $554,712Contributions, gifts, grants $681,224
Second Highest Funding Source & Dollar AmountFundraising $149,811Fundraising $164,357Fundraising $174,508
Third Highest Funding Source & Dollar AmountInvestment Income $26,925Investment Income $34,732Miscellaneous Income $23,883
CEO/Executive Director Compensation N/A
Co-CEO/Executive Director Compensation
Tax Credits No
Short Term Solvency
Fiscal Year201420132012
Current Ratio: Current Assets/Current Liabilities60.79334.1562.98
Long Term Solvency
Fiscal Year201420132012
Long-Term Liabilities/Total Assets0%0%0%
Financials Comments
Financial Comments by Organization
Financial Comments by Foundation
Financials taken from IRS Form 990 and audit documents. 990s and audits reconcile. Individual contributions include foundation/ corporate support. 
Nonprofit Education Foundation of Sarasota County, Inc.
Address 1960 Landings Blvd, Suite 120
Sarasota, FL 34231
Phone 941 927-0965