Mission: Our mission is to strengthen public education in Hillsborough County through advocacy, investment of resources and programs that empower every student to achieve both academic and personal success.
Our vision is that all students in Hillsborough County Public Schools will graduate and be prepared with the skills necessary for postsecondary, career and life success.

Hillsborough Education Foundation is a 501(c)(3) organization, with an IRS ruling year of 1988, and donations are tax-deductible.

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Contact Information

  http://www.educationfoundation.com

 2306 N. Howard Ave.
Tampa FL 33607 

  813-574-0260


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Star Rating System by Charity Navigator


Charity Navigator evaluates a nonprofit organization’s financial health including measures of stability, efficiency and sustainability. We also track accountability and transparency policies to ensure the good governance and integrity of the organization.




Exceptional

This charity's score is 98.23, earning it a 4-Star rating. Donors can "Give with Confidence" to this charity. 

This score is calculated from two sub-scores:

This score represents Form 990 data from 2019, the latest year published by the IRS.

View this organization’s historical ratings.


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Star Rated Report

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Program Expense

Program Expense Ratio

91.6%


The Program Expense Ratio is determined by Program Expenses divided by Total Expense (average of most recent three 990s).


This measure reflects the percent of its total expenses a charity spends on the programs and services it exists to deliver. Dividing a charity's average program expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Administrative Expenses

3.9%


As reported by charities on their IRS Form 990, this measure reflects what percent of its total budget a charity spends on overhead, administrative staff and associated costs, and organizational meetings. Dividing a charity's average administrative expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Fundraising Expenses

4.4%


This measure reflects what a charity spends to raise money. Fundraising expenses can include campaign printing, publicity, mailing, and staffing and costs incurred in soliciting donations, memberships, and grants. Dividing a charity's average fundraising expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Liabilities to Assets Ratio

9.8%


The Liabilities to Assets Ratio is determined by Total Liabilities divided by Total Assets (most recent 990).


Part of our goal in rating the financial performance of charities is to help donors assess the financial capacity and sustainability of a charity. As do organizations in other sectors, charities must be mindful of their management of total liabilites in relation to their total assets. This ratio is an indicator of an organization’s solvency and or long term sustainability. Dividing a charity's total liabilities by its total assets yields this percentage.


Source: IRS Form 990

Fundraising Efficiency

$0.04


The amount spent to raise $1 in charitable contributions. To calculate a charity's fundraising efficiency, we divide its average fundraising expenses by the average total contributions it receives. We calculate the charity's average expenses and average contributions over its three most recent fiscal years.


Source: IRS Form 990

Working Capital Ratio

1.11 years


Determines how long a charity could sustain its level of spending using its net available assets, or working capital, as reported on its most recently filed Form 990. We include in a charity's working capital unrestricted and temporarily restricted net assets, and exclude permanently restricted net assets. Dividing these net available assets in the most recent year by a charity's average total expenses, yields the working capital ratio. We calculate the charity's average total expenses over its three most recent fiscal years.


Source: IRS Form 990

Program Expense Growth

14.58%


We compute the average annual growth of program expenses using the following formula: [(Yn/Y0)(1/n)]-1, where Y0 is a charity's program expenses in the first year of the interval analyzed, Yn is the charity's program expenses in the most recent year, and n is the interval of years passed between Y0 and Yn.


Source: IRS Form 990

Governance


Charity Navigator looks to confirm on the Form 990 that the organization has these governance practices in place.


Sources Include: IRS Form 990

Governance:
Independent Voting Board Members  ... (More)
No Material Diversion of Assets ... (More)

A diversion of assets – any unauthorized conversion or use of the organization's assets other than for the organization's authorized purposes, including but not limited to embezzlement or theft – can seriously call into question a charity's financial integrity. We check the charity's last two Forms 990 to see if the charity has reported any diversion of assets. If the charity does report a diversion, then we check to see if it complied with the Form 990 instructions by describing what happened and its corrective action. This metric will be assigned to one of the following categories:

  • Full Credit: There has been no diversion of assets within the last two years.

  • Partial Credit: There has been a diversion of assets within the last two years and the charity has used Schedule O on the Form 990 to explain: the nature of the diversion, the amount of money or property involved and the corrective action taken to address the matter. In this situation, we deduct 7 points from the charity's Accountability and Transparency score.
  • No Credit: There has been a diversion of assets within the last two years and the charity's explanation on Schedule O is either non-existent or not sufficient. In this case, we deduct 15 points from the charity's Accountability and Transparency score.
(Less)
Audited Financials Prepared by Independent Accountant ... (More)

Audited financial statements provide important information about financial accountability and accuracy. They should be prepared by an independent accountant with oversight from an audit committee. (It is not necessary that the audit committee be a separate committee. Often at smaller charities, it falls within the responsibilities of the finance committee or the executive committee.) The committee provides an important oversight layer between the management of the organization, which is responsible for the financial information reported, and the independent accountant, who reviews the financials and issues an opinion based on its findings. We check the charity's Form 990 reporting to see if it meets this criteria.

  • Full Credit: The charity's audited financials were prepared by an independent accountant with an audit oversight committee.

  • Partial Credit: The charity's audited financials were prepared by an independent accountant, but it did not have an audit oversight committee. In this case, we deduct 7 points from the charity's Accountability and Transparency score.
  • No Credit: The charity did not have its audited financials prepared by an independent accountant. In this case, we deduct 15 points from the charity's Accountability and Transparency score.
(Less)
Does Not Provide Loan(s) to or Receive Loan(s) From Related Parties ... (More)
Documents Board Meeting Minutes ... (More)
Distributes 990 to Board Before Filing ... (More)
Compensates Board ... (More)

Policies


Charity Navigator looks to confirm on the Form 990, or for some metrics on the charity's website, that the organization has these policies in place.


Sources Include: IRS Form 990 and organization's website

Policies:
Conflict of Interest  ... (More)
Whistleblower ... (More)
Records Retention and Destruction ... (More)
CEO Compensation Process ... (More)
Donor Privacy ... (More)

Donors have expressed extreme concern about the use of their personal information by charities and the desire to have this information kept confidential. The exchanging and sale of lists for telemarketing and the mass distribution of "junk mail," among other things, can be minimized if the charity assures the privacy of its donors. Privacy policies are assigned to one of the following categories:

  • Yes: This charity has a written donor privacy policy published on its website, which states unambiguously that (1) it will not share or sell a donor's personal information with anyone else, nor send donor mailings on behalf of other organizations or (2) it will only share or sell personal information once the donor has given the charity specific permission to do so.

  • Opt-out: The charity has a written privacy policy published on its website which enables donors to tell the charity to remove their names and contact information from lists the charity shares or sells. How a donor can have themselves removed from a list differs from one charity to the next, but any and all opt-out policies require donors to take specific action to protect their privacy.
  • No: This charity either does not have a written donor privacy policy in place to protect their contributors' personal information, or the existing policy does not meet our criteria.

The privacy policy must be specific to donor information. A general website policy which references "visitor" or "user" personal information will not suffice. A policy that refers to donor information collected on the website is also not sufficient as the policy must be comprehensive and applicable to both online and offline donors. The existence of a privacy policy of any type does not prohibit the charity itself from contacting the donor for informational, educational, or solicitation purposes.

(Less)

Transparency


Charity Navigator looks to confirm on the Form 990, or for some metrics on the charity's website, that the organization makes this information easily accessible.


Sources Include: IRS Form 990 and organization's website

Transparency:
CEO Salary Listed on 990 ... (More)
Board of Directors Listed on Website ... (More)
Key Staff Listed on Website ... (More)
Audited Financial Statements on Website ... (More)
Form 990 Available on Website ... (More)

Additional Information

Unscored

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Total Revenue and Expenses

Total Revenue and Expenses

This chart displays the trend of revenue and expenses over the past several years for this organization, as reported on their IRS Form 990.

Salary of Key Persons

Presented here are this organizations key compensated staff members as identified by our analysts. This compensation data includes salary, cash bonuses and expense accounts and is displayed exactly how it is reported to the IRS. The amounts do not include nontaxable benefits, deferred compensation, or other amounts not reported on Form W-2. In some cases, these amounts may include compensation from related organizations. Read the IRS policies for compensation reporting



Kim Jowell, President

$177,304 (2.44% of Total Expenses)


Current CEO and Board Chair can be found in the Leadership & Adaptability report below.

Source: IRS Form 990 (page 7), filing year 2020

Business Master File Data

Below are some key data points from the Exempt Organization IRS Business Master File (BMF) for this organization. Learn more about the BMF on the IRS website


Activities:

Gifts, grants, or loans to other organizations (BMF activity code: 602)


Foundation Status:

Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi) (BMF foundation code: 15)


Affiliation:

Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations). (BMF affiliation code: 3)

Data Sources: IRS Forms 990

The Form 990 is a document that nonprofit organizations file with the IRS annually. We leverage finance and accountability data from it to form Encompass ratings. Click here to view this organization's Forms 990 on the IRS website (if any are available).

Pandemic Response

Due to the unprecedented nature of the pandemic, we give charities such as this one the opportunity to share the story of COVID's impact on them. Charities may submit their own pandemic responses through their nonprofit portal.


Hillsborough Education Foundation reported being impacted by COVID-19 in the following ways:
  • Program Delivery

  • Fundraising Capacity

  • Revenue

  • Staffing

  • Administrative Capacity


How COVID-19 impacted the organization's operations financially:

The pandemic impacted our ability to hold in-person fundraising events, some were cancelled and we transitioned to a virtual platform for others. Every year, we rely on businesses in our community to hold school supply drives to help replenish the stock in our Teaching Tools Resource Center (TTRC). As many companies shifted to remote work, the number of supply drives & volume of donations decreased—impacting last fiscal year & the start of this one. Our partners rallied to provide ongoing support for students and their families facing economic hardships. With the community’s generosity, we raised nearly $7M last year to sustain our programs and: -Awarded $1M+ in scholarships to graduating seniors & mentees. -Provided teachers & students with nearly $2.5M in supplies. -Funded $435K in classroom grants & school enrichment. -Served 370 students in our Take Stock in Children mentoring program. -Provided 1,700+ students with internet access and/or computers to close the Digital Divide.


How COVID-19 impacted the organization's delivery of programs:

HEF had to revamp 2 programs: Mentoring: We transitioned to virtual mentoring & staff coordinated 5,900+ Zoom mentoring sessions & topic-based group mentoring. Still, 100% of our 77 seniors graduated & earned their scholarships. School Supplies: At our TTRC, teachers from Title I schools can shop for free school supplies & classroom resources. We closed the store in March 2020 & distributed the bulk of supplies to our highest needs schools. Last school year, we transitioned to an online ordering/pick up model. We also launched our Digital Equity initiative: Inequities surfaced with our highest needs students who lacked internet access & technology to connect with their teachers/online platforms. Seeing the need, HEF was responsive & secured funding to create a Digital Equity Team with 5 dedicated staff working to close the Digital Divide & Homework Gap. Our program provides students with a computer, 1 year of internet access, digital literacy for families, ongoing support & resources.


How this organization adapted to changing conditions caused by COVID-19:

In addition to the operational changes noted above, we transitioned to a remote workforce. We continue to monitor COVID-19 rates and risk levels. We have returned to in-person shopping in our TTRC this school year, however with "by appointment only" visits and fewer shoppers in the store at once. HEF has also adapted our volunteer practices and have fewer volunteers. We have limited staff to operate our TTRC and rely on volunteers to help restock shelves and package supplies. HEF continues to be innovative in creating ways to serve teachers and students with fewer volunteer resources.


Innovations the organization intends to continue permanently after the pandemic:

Digital Equity: The Consortium of Florida Education Foundations (CFEF) has recognized HEF’s efforts to bridge the digital divide as one of the Top 10 Takeaways for Education Innovation during the pandemic that should continue to provide digital literacy, training & one-on-one support to families. Our program is now being replicated in 5 other Florida counties through local education foundations. We continue to receive hundreds of referrals this school year. Mentoring: We are continuing virtual mentoring in the 2021-2022 school year & transitioning to a hybrid model as volunteers are allowed in schools. There have also been many highlights: -For our work during the pandemic, HEF was honored with a COVID-19 Heroes of Tampa Bay Award presented by City of Tampa Mayor Jane Castor. -We received the highest distinction of "exemplary" by CFEF. -Our mentoring team earned a perfect score the past 2 years & received the highest rating (gold) by the Take Stock in Children state office.


Historical Ratings

Date PublishedForm 990 FYEOverall ScoreOverall Rating
Rating Version: 2.1
5/1/20212019 98.23
2/1/20212018 92.40
10/1/20192018 90.93

This organization received multiple star ratings within this fiscal year, due to an update to it's Accountability and Transparency data and/or the receipt of an amended Form 990.

7/1/20182017 89.39
2/1/20182016 93.94
12/1/20162015 96.46
6/1/20162014 94.28
Rating Version: 2.0
11/1/20152014 96.93
9/1/20142013 96.17
10/1/20132012 91.36
9/1/20122011 86.48
12/1/20112010 86.67
9/20/20112009 99.18
Rating Version: 1.0
12/22/20102009 98.84
11/1/20092008 96.62
10/1/20082007 96.76
6/1/20072006 88.59
6/1/20062005 78.11
4/1/20052004 75.17
9/1/20042003 75.89
10/1/20032002 79.79
2/5/20032001 96.58

...   Impact & Results


This score estimates the actual impact a nonprofit has on the lives of those it serves, and determines whether it is making good use of donor resources to achieve that impact.


Impact & Results Score

Not Currently Scored

Hillsborough Education Foundation cannot currently be evaluated by our Encompass Rating Impact & Results methodology because either (A) it is eligible, but we have not yet received data; (B) we have not yet developed an algorithm to estimate its programmatic impact; (C) its programs are not direct services; or (D) it is not heavily reliant on contributions from individual donors.

Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.

Learn more about Impact & Results.

Do you work at Hillsborough Education Foundation? Join the waitlist for an updated Impact & Results score.


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Additional Information

Unscored

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Largest Programs

Largest Programs



Hillsborough Education Foundation reported its three largest programs on its FY 2020 Form 990 as:


$3,114,993

Spent in most recent FY

48%

Percent of program expenses


TEACHING TOOLS PROVIDES CRITICAL SCHOOL SUPPLIES AND RESOURCES YEAR-ROUND FOR ECONOMICALLY DISADVANTAGED STUDENTS AND TEACHERS IN TITLE 1 SCHOOLS.


$1,705,965

Spent in most recent FY

26%

Percent of program expenses


AS AN AFFILIATE OF THE STATEWIDE TAKE STOCK IN CHILDREN PROGRAM, STUDENTS AT OR BELOW POVERTY LEVEL ALONG WITH OTHER RISK FACTORS ARE PROVIDED A MENTOR, COLLEGE SUCCESS COACH AND THE COMMITMENT OF A C ... (More)


$804,886

Spent in most recent FY

12%

Percent of program expenses


THROUGH SCHOOL AND CLASSROOM ENRICHMENT GRANTS THE FOUNDATION PROVIDES FUNDING FOR SCHOOLS AND TEACHERS TO INCREASE THEIR CAPACITY TO DELIVER EFFECTIVE AND INNOVATIVE INSTRUCTIONAL STRATEGIES THAT ENH ... (More)


...   Leadership & Adaptability


This score provides an assessment of the organization's leadership capacity, strategic thinking and planning, and ability to innovate or respond to changes in constituent demand/need or other relevant social and economic conditions to achieve the organization's mission.


Leadership & Adaptability Score

100

out of 100

The score earned by Hillsborough Education Foundation is a passing score. This score has no effect on the organization's Star Rating.

Encompass Rating V4 provides an evaluation of the organization's Leadership & Adaptability through the nonprofit organization submitting a survey response directly to Charity Navigator.


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Leadership & Adaptability Report

100

of 100 points

Mission

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s mission


Our mission is to strengthen public education in Hillsborough County through advocacy, investment of resources and programs that empower every student to achieve academic and personal success.


Source: Nonprofit submitted responses

Vision

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s vision.


Our vision is that all students in Hillsborough County Public Schools will graduate and be prepared with the skills necessary for postsecondary, career, and life success.


Source: Nonprofit submitted responses

Strategic Goals

The nonprofit organization presents evidence of strategic thinking and goal setting through sharing their most important strategic goals.


Goal One: Resource Development: Increase and diversify revenue streams for programs and initiative sustainability and growth.

Goal Type: Grow, expand, scale or increase access to the existing programs and services.


Goal Two: Programs and Initiatives: Provide high quality Programs and initiatives that positively impact student success.

Goal Type: New program(s) based on observed changes in needs among our constituencies/communities served.


Goal Three: Advocacy: Increase awareness and support of public education.

Goal Type: This goal reflects our commitment to further our advocacy work for our organization and or cause area.


Source: Nonprofit submitted responses

Leadership Development

The nonprofit provides evidence of investment in leadership development


Describe an investment in leadership

HEF's CEO participates in a monthly CEO Circle of fellow not-for-profit leadership and is a member of the CEO Council of Tampa Bay that provides monthly training and small group roundtable discussion. For all staff, HEF provides personal assessment training and personal plan development for competency improvement. Through a partnership we are able to access free training courses ($11,000 value) from a training organization.

Source: Nonprofit submitted responses

Mobilizing for Mission

The nonprofit provides evidence of leadership through focusing externally and mobilizing resources for the mission.


This organization mobilizes for mission in the following ways:
  • Strategic Partnerships

  • Thought Leadership

  • Raising Awareness

  • Community Building

  • Policy Advocacy

What are this organization’s external mobilizaton efforts?

HEF is a strategic partner with Hillsborough County Public Schools to support the district’s 217,000+ students & 24,000+ staff. We work in several ways to strengthen public education in our county. HEF advocated for the passage of the half-penny sales tax referendum to fund major infrastructure projects at school sites county wide—improving the learning conditions for students & the working conditions for staff. HEF has an Advocacy Committee to help shape our advocacy priorities, which focus on 4 key areas: Investing in Public Education, our Teachers, Early Learning & Mentoring Programs. In the past year, we asked state leaders & legislators for the timely release of much-needed federal COVID-19 relief funds to our district and we continue to educate and advocate for increased funding for our public schools. Our CEO also presents at conferences about the lessons learned during the launch of our Digital Equity initiative and how our program can be replicated to help even more students.

Source: Nonprofit submitted responses

Story of Adaptability

The nonprofit has an opportunity to tell the story of how the organization adapted to tremendous external changes in the last year.


There are few entities that have been more drastically impacted by the pandemic than public education. HEF has a proven ability to remain relevant during these challenging times. By using data to drive our decisions, HEF has taken action to build & adapt our programs to meet the district’s & students’ changing needs. From the start of the pandemic, inequities surfaced with our highest needs students who lacked internet access & technology to connect with their teachers/online platforms. HEF recognized the need was so great that we shifted resources & launched our Digital Equity initiative. We secured funding to create a Digital Equity Team with 5 dedicated staff working to close the Digital Divide & Homework Gap. Our program provides students with a computer, 1 year of internet access, digital literacy for families, ongoing support & resources. HEF also revamped 2 programs: -Mentoring: We transitioned to virtual mentoring & staff coordinated 5,900+ Zoom mentoring sessions & topic-based group mentoring. Still, 100% of our 77 seniors graduated & earned their scholarships. -School Supplies: At our TTRC, teachers from Title I schools can shop for free school supplies & resources. We closed the store in March 2020 & distributed the bulk of supplies to our highest needs schools. Last school year, we transitioned to an online ordering/pick up model. During the pandemic, HEF transitioned to a remote workforce and continues to monitor COVID-19 rates and risk levels. We have returned to in-person shopping in our TTRC, however with "by appointment only" visits & fewer shoppers in the store at once. HEF continues to be innovative in creating ways to serve teachers and students with fewer volunteer resources. -For our work during the pandemic, HEF was honored with a COVID-19 Heroes of Tampa Bay Award presented by Tampa Mayor Jane Castor. -For the past 2 years, our mentoring team earned a perfect score & received the highest rating by the Take Stock in Children state office.

Source: Nonprofit submitted responses

Additional Information

Unscored

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Organization Leadership

Organization Leadership


Kim Jowell

Chief Executive Officer

Royce Reed

Chair

...   Culture & Community


This score provides an assessment of the organization's engagement with the constituents it serves, a practice we term Constituent Feedback. When organizations listen to constituents, they are able to better deliver on programs and meet the needs of stakeholders. A future version of this Beacon will also assess an organization's people operations and its Diversity, Equity and Inclusion (DEI) metrics.


Culture & Community Score

Not Currently Scored

Hillsborough Education Foundation is currently not eligible for a Culture & Community score because we have not received its Constituent Feedback data. Nonprofit organizations are encouraged to fill out the How We Listen section of their Candid profile. This data will provide the basis for the initial evaluation of Culture & Community.

Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.


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Culture & Community Report

Unscored

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Constituent Feedback

Constituent Feedback


Constituent Feedback and Listening Practice data are not available for this organization. Nonprofit organizations are encouraged to fill out the How We Listen section of their Candid profile. This data will provide the basis for the initial evaluation of Culture & Community.


Charity Navigator believes nonprofit organizations that engage in inclusive practices, such as collecting feedback from the people and communities they serve, may be more effective. We award every nonprofit that completes the Candid survey full credit for this Beacon, in recognition of their willingness to publicly share this information with the nonprofit and philanthropic communities. Although the data is not evaluated for quality at this time, future iterations of this Beacon will include third party or other data that will serve to validate the information provided by the nonprofit.

Analysis and Research


Like the overall Encompass Rating System, the Culture & Community Beacon is designed to evolve as metrics are developed and ready for integration. Our partnership with Feedback Labs and Guidestar by Candid, and other partners including Fund for Shared Insight, GlobalGiving, and Keystone Accountability, enables us to launch the first version of this beacon with Constituent Feedback information collected on Candid's site.


Feedback practices have been shown to support better Diversity, Equity, and Inclusion outcomes, an essential area of assessment that we intend to further expand and develop in the future. Feedback Labs has documented several studies which indicate that beyond achieving organizational goals, nonprofits that are attentive and responsive to concerns and ideas raised by beneficiaries establish stronger relationships with the people they serve, promote greater equity, and empower constituents in ways that can help to ensure better long-term outcomes. You can find resources to help nonprofits improve their feedback practices here.

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