2020-03-09T13:58:36-05:00 2019-09-30 560747981 DIXON HUGHES GOODMAN LLP 1410 SPRING HILL ROAD SUITE 500 TYSONS VA 221023056 990 2018-10-01 521067290 SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION SERV 8006340245 1175 HERNDON PARKWAY NO 900 HERNDON VA 20170 BRIDGET WESTON ACTING CHIEF EXECUTIVE OFFICER 8006340245 2020-03-05 1 DAVID L JOHNSON P00188102 7039700400 2020-03-02 96.255.208.156 2020-03-05 16:50:01 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 839A658C77C9BD915FB92B1F12127266767FB63C 2018 2020-11-06 18:47:13Z BRIDGET WESTON 1175 HERNDON PARKWAY NO 900 HERNDON VA 20170 17137095 0 X WWW.SCORE.ORG X 1964 DC PROVIDE FREE AND CONFIDENTIAL SMALL BUSINESS COUNSELING FOR ENTREPRENEURS NATIONWIDE 17 17 29 1033 0 0 13487980 13982825 3279740 3104172 24622 20093 0 913 16792342 17108003 0 0 0 0 2759093 3128740 0 0 0 13834306 14421620 16593399 17550360 198943 -442357 9462653 11127063 1141516 3248283 8321137 7878780 SCORE GROWS SUCCESSFUL SMALL BUSINESSES ACROSS AMERICA, ONE BUSINESS AT A TIME. 0 0 16740556 3104172 TO ACHIEVE THE MISSION OF ASSISTING AMERICA'S ECONOMIC DEVELOPMENT, GROWTH, AND STABILITY BY HELPING SMALL BUSINESSES 16740556 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 175 0 1 29 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT DC DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NH NJ NV NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X CHIEF FINANCIAL OFFICER 7034873644 1175 HERNDON PARKWAY NO 900 HERNDON VA 20170 LARRY TUCKER CHAIRMAN 8.00 2.00 X X 0 0 0 MARY LANDRY VICE CHAIR 8.00 2.00 X X 0 0 0 FRED GLAVE TREASURER 2.00 1.00 X X 0 0 0 NANCY STROJNY SECRETARY 2.00 1.00 X X 0 0 0 MUKESH ASARPOTA DIRECTOR 1.00 1.00 X 0 0 0 JAMES CAPOLONGO DIRECTOR 1.00 1.00 X 0 0 0 JENNIFER ELENA DIRECTOR 1.00 1.00 X 0 0 0 SCOTT HARKINS DIRECTOR 1.00 1.00 X 0 0 0 SUSAN HARTMAN DIRECTOR 5.00 2.00 X 0 0 0 JOHN MCCLOSKEY DIRECTOR 1.00 1.00 X 0 0 0 TRACY SHAW DIRECTOR 1.00 1.00 X 0 0 0 MICHAEL SANDMAN DIRECTOR 1.00 1.00 X 0 0 0 NIGEL STEPHENS DIRECTOR 2.00 1.00 X 0 0 0 MIKE STOLZ DIRECTOR 1.00 1.00 X 0 0 0 LUKE WALLING DIRECTOR 1.00 1.00 X 0 0 0 RONALD WEISS DIRECTOR 2.00 1.00 X 0 0 0 IAN WILLIAMS DIRECTOR 1.00 1.00 X 0 0 0 W KENNETH YANCEY JR CHIEF EXECUTIVE OFFICER 25.00 15.00 X X 186138 204865 33280 JOHN FUQUA VP FINANCE 35.00 5.00 X 246138 13787 14827 STEVE RECORDS VP FIELD OPERATIONS 35.00 5.00 X 231588 34107 10223 BRIDGET WESTON POLLACK VP MARKETING 35.00 5.00 X 203677 2169 22798 JOSHUA KENNEDY VP TECHNOLOGY 40.00 0.00 X 204491 0 13519 1072032 254928 94647 5 0 1 0 HI PER 4940 W 77TH ST EDINA MN 55435 SOCIAL MEDIA CONSULTANT 724515 ATTAIN LLC 1600 TYSONS BOULEVARD STE 1400 MCLEAN VA 22102 TECHNOLOGY CONSULTANT 375918 PHASE 2 TECHNOLOGIES LLC 1735 NORTH LYNN ST STE 720 ARLINGTON VA 222092019 COMPUTER PROGRAMMING 191240 BDO PO BOX 642743 PITTSBURGH PA 152642743 TECHNOLOGY CONSULTANT 158585 HIRESTRATEGY 7076 SOLUTIONS CENTER CHICAGO IL 606777000 EMPLOYEE PLACEMENT CONSULTANT 157544 6 216640 11882049 1884136 13982825 WORKSHOP AND OTHER FEES 900099 1874663 1874663 OTHER CHAPTER INCOME 900099 1227689 1227689 PUBLICATION SALES 900099 1820 1820 3104172 20093 20093 30005 29092 913 913 17108003 3104172 0 21006 X 953068 730920 222148 1649906 1215484 434422 79591 68176 11415 276442 217559 58883 169733 169733 74635 74635 290625 290625 2854942 2854942 1503338 1503338 563137 563137 2071917 2071917 304017 304017 486367 486367 605700 605700 28487 4172 24315 UNREIMBURSED EXPENSES 2111980 2111980 CHAPTER EXPENSES - OTHE 1489807 1484529 5278 VOLUNTEER 765165 765165 WORKSHOP 750963 750963 520540 467197 53343 17550360 16740556 809804 0 8952990 8256819 412476 2774228 73139 71564 24048 24452 9462653 11127063 897973 1542358 0 58800 1500000 243543 147125 1141516 3248283 X 8321137 7776154 102626 8321137 7878780 9462653 11127063 -442357 0 X X 0 1 X 1 1 1 X 10195369 12496681 12346064 13487980 13982825 62508919 2534373 2560806 2677689 2611200 2369315 12753383 12729742 15057487 15023753 16099180 16352140 75262302 75262302 16458 19175 18084 24622 20093 98432 832006 832006 76192740 14993276 0.98780 0.97760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 ACCRUED VACATION 106049 ACCRUED PAYROLL 24300 FSA WITHHOLDING 7591 401K WITHHOLDING 9185 147125 X 19506410 2369315 29092 2398407 17108003 0 17108003 19948767 2369315 29092 2398407 17550360 0 17550360 PART X, LINE 2: SCORE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. NO PROVISION FOR FEDERAL AND STATE INCOME TAXES IS REQUIRED AT SEPTEMBER 30, 2019 OR 2018, AS SCORE HAD NO NET UNRELATED BUSINESS INCOME. SCORE RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. SCORE HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF SEPTEMBER 30, 2019 AND 2018. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 29,092. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 29,092. WE THRIVE EVENT 30005 30005 15172 13920 30005 30005 15172 13920 29092 913 X X X 0 0 0 0 0 0 0 0 0 W KENNETH YANCEY JR CHIEF EXECUTIVE OFFICER 186138 104246 0 72000 0 28619 5584 6225 2080 19391 193802 230481 0 0 JOHN FUQUA VP FINANCE 186138 13787 60000 0 0 0 11168 827 2832 0 260138 14614 0 0 STEVE RECORDS VP FIELD OPERATIONS 186138 34107 45450 0 0 0 7445 2046 732 0 239765 36153 0 0 BRIDGET WESTON POLLACK VP MARKETING 170677 2169 33000 0 0 0 11623 0 11175 0 226475 2169 0 0 JOSHUA KENNEDY VP TECHNOLOGY 174491 0 30000 0 0 0 13080 0 439 0 218010 0 0 0 LAURA RADEWALD FORMER VICE CHAIR ON BOARD OF DIRECTORS 724515 LAURA RADEWALD WAS A FORMER OFFICER ON THE BOARD OF DIRECTORS FOR SCORE ASSOCIATION. SHE IS THE CEO AND FOUNDER OF HI PER, A VENDOR USED BY SCORE ASSOCIATION. IN FY 19, SCORE ASSOCIATION PAID HI PER $724,515 FOR SERVICES PROVIDED DURING THE YEAR. 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINAL FORM 990 IS REVIEWED BY SENIOR STAFF AND THE AUDIT COMMITTEE PRIOR TO BEING PRESENTED TO THE FULL BOARD OF DIRECTORS FOR FINAL REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD ARE REQUIRED TO SIGN THE CODE OF ETHICS ANNUALLY. EACH CHAPTER REQUIRES THEIR MEMBERS TO SIGN THE CODE OF ETHICS. IT IS CONSISTENTLY MONITORED AND ANY MEMBER'S VIOLATION OF THE CODE OF ETHICS IS IMMEDIATELY EXAMINED. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMPENSATION IS DETERMINED AND APPROVED ANNUALLY BY A COMPENSATION COMMITTEE COMPOSED OF BOARD MEMBERS. MINUTES FOR THE COMMITTEE MEETINGS ARE RECORDED AND APPROVED BY THE COMMITTEE. IN DETERMINING EXECUTIVE COMPENSATION, THE COMMITTEE EMPLOYS NUMEROUS OUTSIDE SOURCES TO COMPARE AND EVALUATE COMPENSATION LEVELS AND BENEFITS AS WELL AS CONSIDERING PERFORMANCE, TENURE AND BUDGET. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION DOES NOT MAKE AVAILABLE COPIES OF ITS ORGANIZING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS TO THE PUBLIC. THE ANNUAL REPORT OF THE ASSOCIATION IS MADE AVAILABLE TO THE PUBLIC ON THE ASSOCIATION'S WEBSITE. FORM 990, PART IX, LINE 11G CLERICAL SUPPORT: PROGRAM SERVICE EXPENSES 2,595,248. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,595,248. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 259,694. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 259,694. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SCORE FOUNDATION 1175 HERNDON PARKWAY STE 900 HERNDON VA 20170 521962712 SUPPORT FOR THE BENEFIT OF SCORE ASSOCIATION AND ITS VOLUNTEER CORPS. DC 501(C)(3) LINE 11A-TYPE 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0