2017-04-18T09:12:12-05:00 2016-09-30 560747981 DIXON HUGHES GOODMAN LLP 1410 SPRING HILL ROAD SUITE 500 TYSONS VA 221023056 990 2015-10-01 521962712 SCORE Foundation SCOR 8006340245 1175 Herndon Parkway No 900 Herndon VA 20170 W Kenneth Yancey CHIEF EXECUTIVE OFFICER 8006340245 2017-03-14 1 Tamara Vineyard P01775208 7039700400 2017-03-14 2015 2021-01-29 14:40:06Z W Kenneth Yancey 1175 Herndon Parkway No 900 Herndon VA 20170 6622706 0 X WWW.SCOREFOUNDATION.ORG X 1996 DC SUPPORTING AFFILIATE OF SCORE ASSOCIATION AND ITS VOLUNTEER CORPS 17 17 7 150 0 0 2434849 3288013 95000 117040 7035 11290 0 -122057 2536884 3294286 22343 141132 0 0 810502 930294 0 0 777257 1687166 1789471 2520011 2860897 16873 433389 3470608 3945180 200600 241783 3270008 3703397 SCORE FOUNDATION WAS FOUNDED TO ENSURE A LEGACY OF BUSINESS COUNSELING AND TRAINING FOR SMALL BUSINESS BY SUPPORTING THE SCORE ASSOCIATION AND ITS VOLUNTEER CORPS 0 0 1824554 141132 117040 SUPPORT FOR THE BENEFIT OF SCORE ASSOCIATION AND ITS VOLUNTEER CORPS TO ENSURE BUSINESS COUNSELING AND TRAINING FOR SMALL BUSINESSES ACROSS AMERICA. 1824554 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 110 0 1 7 1 0 0 0 0 0 1 1 0 0 0 0 X 17 17 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY ME MD MA MI MN MS MO MT NE NV NH NJ NM NV NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X John Fuqua 8006340245 1175 Herndon Parkway No 900 Herndon VA 20170 John CAMPBELL chairman 4.00 8.00 X X 0 0 0 LauRA RADEWALD vice chair 1.00 2.00 X X 0 0 0 Fred glave trEASURER 1.00 2.00 X X 0 0 0 NANCY STROJNY Secretary 1.00 2.00 X X 0 0 0 Robert Bard director 0.50 0.50 X 0 0 0 Joyce Brayboy director 1.00 2.00 X 0 0 0 Jovita Carranza DIRECTOR 1.00 6.00 X 0 0 0 Tim Carroll director 0.00 6.00 X 0 0 0 GAIL GOODMAN DIRECTOR 0.50 1.00 X 0 0 0 susan hartman director 1.00 4.00 X 0 0 0 Joan Jakel dIRECTOR 0.50 2.00 X 0 0 0 Hal Shelton director 1.00 3.00 X 0 0 0 nigel stephens Director 0.50 2.00 X 0 0 0 Margie Traylor DIRECTOR 0.50 1.00 X 0 0 0 Larry Tucker DIRECTOR 0.50 1.00 X 0 0 0 michelle van slyke DIRECTOR 0.50 0.50 X 0 0 0 ronald weiss DIRECTOR 1.00 2.00 X 0 0 0 w KENNETH YANCEY CHIEF EXECUTIVE OFFICER 10.00 40.00 X X 171157 184000 46276 David Bobbitt President 40.00 X 271084 0 20643 Resa Kierstein VP DEVELOPMENT 40.00 X 125518 0 13754 JOHN FUQUA VP OF FINANCE 3.00 40.00 X 0 205233 15696 567759 389233 96369 3 0 1 0 pwc po box 7247-8001 philadelphia PA 191708001 accounting services 155000 holland & knight Llp PO box 864084 Orlando FL 32886 legal services 130000 2 175900 3112113 3288013 LEADERSHIP CONFERENCE 900099 117040 117040 117040 11053 11053 3200000 3199763 237 237 237 6600 175900 128657 -122057 -122057 3294286 117040 0 -110767 141132 141132 461999 64680 97020 300299 380207 95052 285155 14464 3616 10848 26864 6716 20148 46760 23520 8120 15120 812 203 609 31850 7962 23888 121810 121810 60042 42 15000 45000 27503 4253 5812 17438 9234 2309 6925 71080 29588 10373 31119 5239 1310 3929 SCORE PROGRAM SUPPORT 1438806 1438806 Donor Recognition 14291 723 3392 10176 Taxes and Licenses 8804 2201 6603 2860897 1824554 259086 777257 228626 1362843 1950594 1898693 1267076 674212 9308 9432 5004 10000 3470608 3945180 190600 233178 10000 8605 200600 241783 X 1366033 590296 1903975 3113101 3270008 3703397 3470608 3945180 433389 0 X X 0 1 X 1 0 X X 1 SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION 521067290 7 1 1579938 0 1 1579938 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 121810 0 0 121810 0 130580 130580 130580 130580 130580 130580 130580 130580 130580 130580 1.00000 0.00000 0.00000 0 0 0 due to score association 8605 8605 X 4381983 959040 128657 1087697 3294286 0 3294286 3948594 959040 128657 1087697 2860897 0 2860897 Part X, Line 2: The Foundation 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, 2016 and 2015, as the Foundation had no net unrelated business income. The Foundation recognizes the effect of income tax positions only if those positions are more likely than not to be sustained. The Foundation has determined that it does not have any material unrecognized tax benefits or obligations as of September 30, 2016 and 2015. Part XI, Line 2d - Other Adjustments: SPECIAL EVENTS EXPENSE OFFSET TO SPECIAL EVENTS REVENUE 128,657. Part XII, Line 2d - Other Adjustments: SPECIAL EVENTS EXPENSE OFFSET TO SPECIAL EVENTS REVENUE 128,657. SCORE AWARDS EVENT 182500 175900 6600 0 128657 182500 175900 6600 128657 128657 -122057 1 service Corps of Retired Executives Association chapter 644 1810 Auburn Ave Ste 102 Monroe LA 712015006 911897906 501(C)(3) 141132 Support volunteer corps X X X 0 0 0 0 0 0 0 0 0 w KENNETH YANCEY CHIEF EXECUTIVE OFFICER 70490 179000 76000 5000 24667 0 4229 10740 19648 11659 195034 206399 0 0 David Bobbitt President 231084 0 40000 0 0 0 12462 0 8181 0 291727 0 0 0 JOHN FUQUA VP OF FINANCE 0 168233 0 37000 0 0 0 5047 0 10649 0 220929 0 0 Form 990, Part VI, Section A, line 2 JOHN CAMPBELL, A BOARD MEMBER OF SCORE, IS AN INVESTOR and a board member of CONSTANT CONTACT WHICH GAIL GOODMAN, ALSO A BOARD MEMBER OF SCORE, IS FOUNDER AND CEO. Form 990, Part VI, Section B, line 11 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. 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 FOUNDATION DOES NOT MAKE AVAILABLE COPIES OF ITS ORGANIZING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS TO THE PUBLIC. THE ANNUAL REPORT IS MADE AVAILABLE TO THE PUBLIC ON THE FOUNDATION'S WEBSITE. Form 990, PART XII, LINE 2C: The process has not changed from the prior year. SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION 1175 Herndon Parkway ste 900 Herndon VA 20170 521067290 PROVIDE TECHNICAL AND MANAGERIAL GUIDANCE TO THE BUSINESS COMMUNITY DC 501(c)(3) LINE 7 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0