2016-11-15T13:20:12-06:00 2015-12-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2015-01-01 383892964 CHOOSE TO SUCCEED INC CHOO 2102252243 303 PEARL PARKWAY NO 114 SAN ANTONIO TX 78215 KELLY SIMMONS CHIEF FINANCIAL OFFICER 2102252243 2016-11-15 1 KAREN GRIES P00078514 6123764500 2015 2017-02-10 21:41:12Z SARAH HARTE 303 PEARL PARKWAY NO 114 SAN ANTONIO TX 78215 1012063 0 3910 X WWW.CHOOSETOSUCCEED.ORG X 2012 TX SEE SCHEDULE O.TO ENSURE THAT EVERY FAMILY HAS ACCESS TO EXCEPTIONAL, TUTITION-FREE PUBLIC EDUCATION OPTIONS BY ATTRACTING THE NATION'S BEST PUBLIC CHARTER SCHOOLS TO SAN ANTONIO, TX. 8 8 4 5 0 0 2281248 1010260 0 0 1254 1680 200 123 2282702 1012063 910038 2639017 0 0 363819 302453 0 0 45238 558580 490834 1832437 3432304 450265 -2420241 3039188 673871 16463 71387 3022725 602484 TO ENSURE THAT EVERY FAMILY HAS ACCESS TO EXCEPTIONAL, TUITION-FREE PUBLIC EDUCATION OPTIONS BY ATTRACTING THE NATION'S BEST PUBLIC CHARTER SCHOOLS TO SAN ANTONIO, TX 0 0 3297021 2639017 0 ONGOING HIGH-QUALITY SCHOOL SUPPORT - CHOOSE TO SUCCEED SUPPORTS THE GROWTH OF HIGH-QUALITY SCHOOLS IN SAN ANTONIO THROUGH STRATEGIC INVESTMENTS AND THOUGHT PARTNERSHIP. TO DATE, THE ORGANIZATION HAS ENABLED AN ADDITIONAL 9,000 STUDENTS TO ENROLL IN HIGH-QUALITY SCHOOLS. BUILDING LOCAL AND NATIONAL AWARENESS - CHOOSE TO SUCCEED WORKS WITH LOCAL AND NATIONAL ORGANIZATIONS TO DRIVE THE AWARENESS OF AND BROAD PARTICIPATION IN THE HIGH-QUALITY SCHOOL GROWTH INITIATIVES IN SAN ANTONIO. 3297021 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 9 0 4 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X KELLY SIMMONS 2102252243 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 SARAH HARTE CHAIRPERSON 20.00 0.00 X X 0 0 0 WILLIAM HARTE SECRETARY/TREASURER 1.00 0.00 X X 0 0 0 CARRI BAKER WELLS BOARD MEMBER 1.00 0.00 X 0 0 0 MICHAEL FISCHER BOARD MEMBER 1.00 0.00 X 0 0 0 HENRY GONZALEZ III BOARD MEMBER 1.00 0.00 X 0 0 0 STEVE LEWIS BOARD MEMBER 1.00 0.00 X 0 0 0 MATTHEW J RANDAZZO BOARD MEMBER 1.00 0.00 X 0 0 0 RAUL RODRIQUEZ BOARD MEMBER, PARTIAL YEAR 1.00 1.00 X 0 0 0 BUTCH TRUSTY BOARD MEMBER 1.00 0.00 X 0 0 0 CHRISTI MARTIN INTERIM PRESIDENT/CEO 40.00 0.00 X 183113 0 0 DENNIS NOLL CEO/PRESIDENT SAAF 1.00 46.00 X 0 230878 13801 DEE-ANN CALDERON CFO SAAF 1.00 46.00 X 0 105889 5961 183113 336767 19762 1 0 1 0 AMPERSAND EDUCATION LLC 801 CALMAR AVENUE OAKLAND CA 94601 CONSULTING/CONTRACT SERVICES 122908 1 3760 1006500 1010260 1680 1680 OTHER INCOME 900099 123 123 123 1012063 0 0 1803 X 2639017 2639017 183113 131841 18311 32961 91409 82268 9141 10211 1028 132 9051 17720 12847 1647 3226 14400 14400 1290 1290 355447 355447 5850 5850 1042 1042 1944 1944 37275 37275 20035 20035 47398 47398 3464 3464 1771 1771 DUES/SUBSCRIPTIONS 918 918 3432304 3297021 90045 45238 2999200 658329 21000 0 555 406 19032 6696 15633 12336 2800 2800 3039188 673871 16463 71387 16463 71387 X 3022725 602484 3022725 602484 3039188 673871 -2420241 0 X 0 1 X 1 0 X X 1 SAN ANTONIO AREA FOUNDATION 746065414 7 1 3297021 0 1 3297021 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 19032 6696 12336 12336 X PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION AND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS ONLY SUBJECT TO FEDERAL INCOME TAX ON NET UNRELATED BUSINESS INCOME. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE CONSOLIDATED FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE ORGANIZATION AS A RESULT OF THE IMPLEMENTATION OF THIS STANDARD. 1 BASIS SAN ANTONIO 8519 FLOYD CURL DRIVE SAN ANTONIO TX 78240 860908854 501(C)(3) 25000 0 N/A N/A TO SUPPPORT THE BIG GIVE MATCHING GRANT FAMILIES EMPOWERED 3900 ESSEX LANE SUITE 1200 HOUSTON TX 77027 271912105 501(C)(3) 22500 0 N/A N/A TO DEVELOP, SUPPORT AND ROLL-UP THE DATA FOR THE SURVEY TO POLL SAN ANTONIO FAMILIES ON CHARTER SCHOOL WAITLISTS GREAT HEARTS AMERICA - TEXAS 3120 N 56TH STREET SUITE 300 PHOENIX AZ 85018 431973126 501(C)(3) 609746 0 N/A N/A TO SUPPORT THE BIG GIVE MATCHING GRANT $25,000; EXCLUSIVELY FOR THE DIRECT EXPENSES TO BE INCURRED FOR THE REPLICATION OF HIGH PERFORMING CHARTER SCHOOLS IN SAN ANTONIO, TX $304,873; TO SUPPORT SYSTEM'S GROWTH IN SAN ANTONIO $279,873 IDEA PUBLIC SCHOOLS 505 ANGELITA DRIVE SUITE 9 WESLACO TX 78596 742948339 501(C)(3) 1221477 0 N/A N/A EXCLUSIVELY FOR THE DIRECT EXPENSES TO BE INCURRED FOR THE REPLICATION OF HIGH PERFORMING CHARTER SCHOOLS IN SAN ANTONIO, TX $612,213; TO SUPPORT SYSTEM'S GROWTH IN SAN ANTONIO $609,264 KIPP SAN ANTONIO 731 FREDRICKSBURG ROAD SAN ANTONIO TX 78201 412090713 501(C)(3) 475215 0 N/A N/A TO SUPPORT THE BIG GIVE MATCHING GRANT $25,000; EXCLUSIVELY FOR THE DIRECT EXPENSES TO BE INCURRED FOR THE REPLICATION OF HIGH PERFORMING CHARTER SCHOOLS IN SAN ANTONIO, TX $237,607; TO SUPPORT SYSTEM'S GROWTH IN SAN ANTONIO $212,608 LEARNING SCHOOLS OF TEXAS 700 N ST MARYS STREET SUITE 800 SAN ANTONIO TX 78205 461667725 501(C)(3) 273750 0 N/A N/A EXCLUSIVELY FOR THE DIRECT EXPENSES TO BE INCURRED FOR THE REPLICATION OF HIGH PERFORMING CHARTER SCHOOLS IN SAN ANTONIO, TX $136,875; TO SUPPORT SYSTEM'S GROWTH IN SAN ANTONIO $136,875 NEW TEACHER PROJECT INC 186 JORALEMON STREET SUITE 300 BROOKLYN NY 11201 133850158 501(C)(3) 9186 0 N/A N/A TO SUPPORT PROPOSAL TO KLE FOUNDATION-TEXAS STATE INITIAL PLANNING PHASE 1 7 0 PART I, LINE 2: CHOOSE TO SUCCEED, INC. MAKES GRANTS TO CHARTER SCHOOLS IN SAN ANTONIO. THE STAFF AND BOARD ARE ENGAGED WITH THE CHARTER SCHOOLS TO WHICH THEY HAVE GRANTED FUNDS. X X X X 0 0 0 0 0 0 0 0 0 CHRISTI MARTIN INTERIM PRESIDENT/CEO 183113 0 0 0 0 0 0 0 0 0 183113 0 0 0 DENNIS NOLL CEO/PRESIDENT SAAF 0 230878 0 0 0 0 0 8756 0 5045 0 244679 0 0 PART I, LINE 3 COMPENSATION IS PAID TO DENNIS NOLL - WHO SERVES ON MANY OF THE ENTITIES' BOARDS - BY THE SAN ANTONIO AREA FOUNDATION, THE GROUP RULING HOLDER. THE GROUP RELIED ON THE SAN ANTONIO AREA FOUNDATION TO DETERMINE COMPENSATION THROUGH THE APPROPRIATE PROCESS, WHICH INCLUDES REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION. THE SAN ANTONIO AREA FOUNDATION USED AN INDEPENDENT COMPENSATION CONSULTANT, AS WELL AS A COMPENSATION SURVEY AND APPROVAL BY THE BOARD OF DIRECTORS. PART V, LINE 2A CHOOSE TO SUCCEED IS A CO-EMPLOYER WITH INSPERITY AND DOES NOT FILE FORM W-3. INSPERITY FILES THIS FORM UNDER ITS OWN TAX IDENTIFICATION NUMBER. FORM 990, PART VI, SECTION A, LINE 6 THE SAN ANTONIO AREA FOUNDATION IS A MEMBER OF THE ORGANIZATION. THE CHOOSE TO SUCCEED, INC. BOARD AND FINANCIAL CONTRIBUTORS MAY ALSO BE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A SAN ANTONIO AREA FOUNDATION, ACTING THROUGH ITS PRESIDENT/CEO, APPOINTS A THE MAJORITY OF THE ORGANIZATION'S DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B CHOOSE TO SUCCEED, INC. IS A SUPPORTING ORGANIZATION OF THE SAN ANTONIO AREA FOUNDATION WHO HAS APPROVAL POWER OF CERTAIN DECISIONS TAKEN BY THE SUPPORTING ORGANIZATIONS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY AN OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE ORGANIZATION. A DRAFT OF THE FILING IS SUPPLIED TO ACCOUNTING STAFF, REVIEWED AND ANY REQUIRED CHANGES MADE BEFORE THE GOVERNING BODY OF CHOOSE TO SUCCEED, INC. IS PROVIDED A COPY OF THE FORM 990 FOR THEIR REVIEW BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT REQUIRES ALL MEMBERS OF THE BOARD OF DIRECTORS TO ANNUALLY DISCLOSE POTENTIAL CONFLICTS OF THEMSELVES AND THEIR FAMILY MEMBERS ON A QUESTIONNAIRE. THE QUESTIONNAIRES ARE REVIEWED FOR CONFLICTS. ANY QUESTIONNAIRES THAT DISCLOSE POTENTIAL CONFLICTS ARE BROUGHT BEFORE THE BOARD OF DIRECTORS FOR REVIEW. NO MEMBER WITH A FINANCIAL CONFLICT SHALL EVALUATE OR VOTE ON ANY MATTER IN WHICH HE OR SHE HAS A FINANCIAL CONFLICT OF INTEREST AND SHALL NOT USE HIS OR HER PERSONAL INFLUENCE WITH OTHER RESPONSIBLE MEMBERS TO APPROVE OR DISAPPROVE ANY ACTION BY THE FOUNDATION RELATED TO THE MATTER. MEMBERS WHO HAVE AN EMOTIONAL CONFLICT OF INTEREST OR AN APPARENT CONFLICT OF INTEREST MAY CONTINUE TO PARTICIPATE IN THE DISCUSSION ANY MAY VOTE ON THE MATTER IF NO FINANCIAL CONFLICT OF INTEREST EXISTS PROVIDED THAT THE MEMBER FIRST DISCLOSES HIS OR HER EMOTIONAL OR APPARENT CONFLICT OF INTERESTS. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF THE CEO WAS DETERMINED BY THE BOARD OF DIRECTORS USING COMPARABILITY DATA ASSEMBLED BY AN OUTSIDE FIRM, INCLUDING INFORMATION ABOUT SIMILARLY QUALIFIED EXECUTIVES FULFILLING FUNCTIONALLY COMPARABLE ROLES IN THE CENTRAL TEXAS REGION. THE PROCESS WAS DOCUMENTED IN THE BOARD MINUTES ACCORDINGLY. THIS PROCESS WAS LAST UNDERTAKEN IN 2012 FOR THE CEO M. RANDAZZO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G FEES FOR OTHER SERVICES: PROGRAM SERVICE EXPENSES 355,447. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 355,447. SAN ANTONIO AREA FOUNDATION 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 746065414 COMMUNITY FOUNDATION TX 501(C)(3) LINE 7 N/A 0 GUNN FAMILY FOUNDATION 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 742725791 CHARITABLE GRANTS TX 501(C)(3) LINE 11A, I SAN ANTONIO AREA FOUNDATION 0 RAPIER EDUCATIONAL FOUNDATION 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 273574052 EDUCATIONAL SCHOLARSHIPS TX 501(C)(3) LINE 11A, I SAN ANTONIO AREA FOUNDATION 0 K RAPIER KIDS DBA KYM'S KIDS 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 274677662 EDUCATIONAL SCHOLARSHIPS TX 501(C)(3) LINE 11A, I SAN ANTONIO AREA FOUNDATION 0 SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICE #6 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 204954092 REAL PROPERTY MANAGEMENT TX 501(C)(3) LINE 11A, I SAN ANTONIO AREA FOUNDATION 0 SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICE #7 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 261102511 REAL PROPERTY MANAGEMENT TX 501(C)(3) LINE 11A, I SAN ANTONIO AREA FOUNDATION 0 SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICE #8 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 261103030 REAL PROPERTY MANAGEMENT TX 501(C)(3) LINE 11A, I SAN ANTONIO AREA FOUNDATION 0 SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICE #9 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 261103564 REAL PROPERTY MANAGEMENT TX 501(C)(3) LINE 11A, I SAN ANTONIO AREA FOUNDATION 0 SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICE #10 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 261103106 REAL PROPERTY MANAGEMENT TX 501(C)(3) LINE 11A, I SAN ANTONIO AREA FOUNDATION 0 SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICE #11 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 261103393 REAL PROPERTY MANAGEMENT TX 501(C)(3) LINE 11A, I SAN ANTONIO AREA FOUNDATION 0 SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICE #12 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 261103518 REAL PROPERTY MANAGEMENT TX 501(C)(3) LINE 11A, I SAN ANTONIO AREA FOUNDATION 0 RICHMOND FAMILY FOUNDATION 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 205560721 CHARITABLE GRANTS TX 501(C)(3) LINE 11A, I SAN ANTONIO AREA FOUNDATION 0 WARM SPRINGS FOUNDATION INC 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 741109731 MEDICAL AND CHARITY CARE TX 501(C)(3) LINE 11A, I SAN ANTONIO AREA FOUNDATION 0 EDWARD BLOCK FAMILY FOUNDATION 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 461730112 CHARITABLE GRANTS TX 501(C)(3) LINE 11A, I SAN ANTONIO AREA FOUNDATION 0 CISNEROS CENTER FOR NEW AMERICANS 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 464346803 ASSISTANCE FOR NEW IMMIGRANTS TX 501(C)(3) LINE 11A, I SAN ANTONIO AREA FOUNDATION 0 THE K FOUNDATION 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 465670545 FACILITATING ONLINE GIVING TX 501(C)(3) LINE 11A, I SAN ANTONIO AREA FOUNDATION 0 THE FRIENDS OF THE CARVER ACADEMYIDEA 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 465154387 RAISE FUNDS FOR CARVER ACADEMY TX 501(C)(3) LINE 11A, I SAN ANTONIO AREA FOUNDATION 0 UNICITY 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 472618895 TO SUPPORT THE SAN ANTONIO AREA FOUNDATION TX 501(C)(3) LINE 11A, I SAN ANTONIO AREA FOUNDATION 0 CITY EDUCATION PARTNERS 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 474539590 TO SUPPORT THE SAN ANTONIO AREA FOUNDATION TX 501(C)(3) LINE 11A, I SAN ANTONIO AREA FOUNDATION 0 JOHN L SANTIKOS CHARITABLE FOUNDATION 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 477326497 TO SUPPORT THE SAN ANTONIO AREA FOUNDATION TX 501(C)(3) LINE 11A, I SAN ANTONIO AREA FOUNDATION 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0