Nonprofit · EIN 59-6139568
FLORIDA BANKERS EDUCATIONAL FOUNDATION
Tax-exempt · TALLAHASSEE, FL 32302
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $307,325 | $174,888 | $132,437 | $3,420,959 | $31,857 | $3,389,102 |
| June 30, 2024 | 990 | $203,397 | $149,369 | $54,028 | $3,208,509 | $45,202 | $3,163,307 |
| June 30, 2023 | 990 | $269,932 | $353,559 | -$83,627 | $2,762,765 | $44,623 | $2,718,142 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $94,200
- Program service revenue
- $0
- Investment income
- $212,028
- Net gain from sales of assets
- $127,047
- Net income from fundraising events
- $1,088
- Other revenue
- $1,097
Expenses
- Grants and similar amounts paid
- $11,500
- Compensation of officers, directors and key employees
- $90,018
- Salaries, compensation and benefits (total)
- $95,215
- Professional fundraising fees
- $0
- Accounting fees
- $13,500
- Occupancy
- $6,131
- Depreciation
- $600
- Program services (functional)
- $124,074
- Management and general (functional)
- $50,814
Balance sheet and other
- Total assets, start of year
- $3,208,509
- Total assets, end of year
- $3,420,959
- Total liabilities, end of year
- $31,857
- Net assets, end of year
- $3,389,102
- Land, buildings and equipment
- $850
- Publicly traded securities
- $3,380,011
- Net assets without donor restrictions
- $3,249,102
- Net assets with donor restrictions
- $140,000
- Gross receipts
- $311,632
- Employees
- 0
- Volunteers
- 11
- Year formed
- 1956
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PAMELA RICCO | COO Officer | 5 | $0 | $284,223 | $51,765 |
| LESLEY JORDAN | CFO Officer | 5 | $0 | $217,875 | $40,868 |
| LETICIA NEWTON | EXECUTIVE DIRECTOR Officer | 40 | $0 | $69,767 | $24,193 |
| CONNIE NELSON | VICE CHAIR Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| FRED LEOPOLD | CHAIR Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| SUSAN PAYNE TURNER | PAST CHAIR Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| CANDACE MARSHALL | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| DANIEL MARTINEZ | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| GWYNN DAVEY | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| JOHN M THOMPSON | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| ROBERT WHITE | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| SHAUN WILLIAMS | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PAMELA RICCO | COO Officer | 10 | $0 | $275,463 | $78,747 |
| LESLEY JORDAN | CFO Officer | 10 | $0 | $212,633 | $61,119 |
| LETICIA NEWTON | EXECUTIVE DIRECTOR Officer | 40 | $0 | $63,356 | $24,945 |
| FRED LEOPOLD | CHAIR Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| CONNIE NELSON | VICE CHAIR Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| SUSAN PAYNE TURNER | PAST CHAIR Trustee or director | 0.25 | $0 | $0 | $0 |
| GWYNN DAVEY | TRUSTEE Trustee or director | 0.25 | $0 | $0 | $0 |
| CANDACE MARSHALL | TRUSTEE Trustee or director | 0.25 | $0 | $0 | $0 |
| DANIEL MARTINEZ | TRUSTEE Trustee or director | 0.25 | $0 | $0 | $0 |
| JOHN M THOMPSON | TRUSTEE Trustee or director | 0.25 | $0 | $0 | $0 |
| ROBERT WHITE | TRUSTEE Trustee or director | 0.25 | $0 | $0 | $0 |
| SHAUN WILLIAMS | TRUSTEE Trustee or director | 0.25 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PAMELA RICCO | STAFF LIASON Key employee | 10 | $0 | $263,924 | $54,099 |
| LESLEY JORDAN | CFO Officer | 10 | $0 | $204,641 | $43,813 |
| LETICIA NEWTON | EXECUTIVE DIRECTOR Officer | 40 | $0 | $62,712 | $18,940 |
| SUSAN PAYNE TURNER | CHAIR Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| BETHANY H CORUM | VICE CHAIR Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| CONNIE FRADY | TRUSTEE Trustee or director | 0.25 | $0 | $0 | $0 |
| FRED LEOPOLD | TRUSTEE Trustee or director | 0.25 | $0 | $0 | $0 |
| EDWARD MEGGS | TRUSTEE Trustee or director | 0.25 | $0 | $0 | $0 |
| CATHY P SWANSON | TRUSTEE Trustee or director | 0.25 | $0 | $0 | $0 |
| JOHN M THOMPSON | TRUSTEE Trustee or director | 0.25 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1360, TALLAHASSEE, FL 32302-1360
- In care of
- % LESLEY JORDAN
- Principal officer (990 for 2024)
- Leticia Newton, PO Box 1360, Tallahassee, FL 32302
- Signed the 990
- Lesley Jordan, CFO
- Phone
- (850) 224-2265
- Website
- floridabankers.com/fbef.html
- Return prepared by
- Mauldin & Jenkins LLC
Mission
IT IS THE MISSION OF THE FLORIDA BANKERS EDUCATIONAL FOUNDATION TO ADVANCE CAREERS IN BANKING.
Program accomplishments
- THE FOUNDATION GRANTS SCHOLARSHIP/LOAN ASSISTANCE TO BANKERS SEEKING TO ADVANCE THEIR COLLEGE EDUCATION AND/OR PROFESSIONAL DEVELOPMENT. ALL LOANS GRANTED CONTAIN A FORGIVENESS FEATURE WHICH STATES THAT AFTER A STUDENT GRADUATES FROM COLLEGE, THE LOAN WILL BE FORGIVEN IF THE GRADUATE COMPLETES ONE YEAR OF FULL-TIME CONTINUOUS EMPLOYMENT WITH A FLORIDA BANK. IN 2024-2025, THE FOUNDATION GRANTED 6 SCHOLARSHIPS/LOANS FOR $27,000.Expenses $124,074 · grants $11,500
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
- 59-6139568
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1958
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $3,420,959
- Income (IRS master file)
- $311,632
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $307,325 | $174,888 | $3,420,959 | XML |
| 990 | June 2024 | $203,397 | $149,369 | $3,208,509 | XML |
| 990 | June 2023 | $269,932 | $353,559 | $2,762,765 | XML |
| 990 | June 2022 | $191,302 | $153,250 | $2,598,215 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 59-6139568).
Questions about FLORIDA BANKERS EDUCATIONAL FOUNDATION
- What is the EIN of FLORIDA BANKERS EDUCATIONAL FOUNDATION?
- The employer identification number (EIN) of FLORIDA BANKERS EDUCATIONAL FOUNDATION is 59-6139568.
- Is FLORIDA BANKERS EDUCATIONAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1958.
- Are donations to FLORIDA BANKERS EDUCATIONAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does FLORIDA BANKERS EDUCATIONAL FOUNDATION 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 FLORIDA BANKERS EDUCATIONAL FOUNDATION 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 FLORIDA BANKERS EDUCATIONAL FOUNDATION 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 FLORIDA BANKERS EDUCATIONAL FOUNDATION?
- The 990 for the year ended June 30, 2025 names Leticia Newton.
- Who are the officers and directors of FLORIDA BANKERS EDUCATIONAL FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does FLORIDA BANKERS EDUCATIONAL FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $307,325, expenses of $174,888 and total assets of $3,420,959 at year end.
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