2015-02-16T13:56:45-06:00 2014-06-30 205991824 SC&H TAX & ADVISORY SERVICES LLC 910 RIDGEBROOK ROAD SPARKS MD 21152 990 2013-07-01 522061820 SUCCESS FOR ALL FOUNDATION INC SUCC 4106162300 300 E JOPPA ROAD NO 500 BALTIMORE MD 212863006 ROGER MORIN CFO 4106162300 2015-02-17 1 LORI S BURGHAUSER P00370694 4104031500 2015-02-17 2013 2016-03-07 17:11:31Z ROGER MORIN 300 E JOPPA ROAD NO 500 BALTIMORE MD 212863006 28171593 0 X SUCCESSFORALL.ORG X 1997 MD TO DEVELOP AND DISSEMINATE RESEARCH-PROVEN EDUCATIONAL PROGRAMS TO ENSURE THAT ALL STUDENTS, FROM ALL BACKGROUNDS, ACHIEVE AT THE HIGHEST ACADEMIC LEVELS. 6 4 234 0 0 0 18889507 14775099 15206216 13391249 6282 4030 1327 1215 34103332 28171593 4254218 3182876 0 0 15400951 13791395 0 5333 49870 14507233 11454643 34162402 28428914 -59070 -257321 9493431 9667837 5722360 6009872 3771071 3657965 THE FOUNDATION RESEARCHES, DEVELOPS AND DISSEMINATES SCHOOL REFORM MODELS THAT ARE COMPREHENSIVE, REPLICABLE APPROACHES TO CURRICULUM, INSTRUCTION AND SCHOOL ORGANIZATION. THEIR FOCUS IS ON IMPLEMENTING THESE PROGRAMS IN SCHOOLS SERVING CHILDREN PLACED AT RISK. 0 0 14711095 3182876 THE FOUNDATION RESEARCHES AND DEVELOPS SCHOOL REFORM MODELS WITH ITS OWN FUNDS AND MONEY FROM VARIOUS GRANTS AND CONTRACTS. 10778519 13392464 THE FOUNDATION DISSEMINATES SCHOOL REFORM MODELS KNOWN AS SUCCESS FOR ALL AND ROOTS AND WINGS TO APPROXIMATELY 1000 SCHOOLS THROUGH OUT THE UNITED STATES. 25489614 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 58 0 234 1 0 0 0 0 0 0 0 0 0 0 X 6 4 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ CA MD X RODGER MORIN CFO 4106162300 300 E JOPPA ROAD STE 500 BALTIMORE MD 212863006 NANCY A MADDEN PRESIDENT, CEO 38.00 X X 139380 0 13810 ROBERT E SLAVIN CHAIRMAN OF THE BOARD 16.00 X 78799 0 0 JOHN ARNHOLZ SECRETARY OF THE BOARD 1.00 X 0 0 0 ALICE CAIN MEMBER OF THE BOARD 1.00 X 0 0 0 KENT MCGUIRE MEMBER OF THE BOARD 1.00 X 0 0 0 MYRA WILLIAMS MEMBER OF THE BOARD 1.00 X 0 0 0 ROGER MORIN CFO, TREASURER 40.00 X 123000 0 8991 LYNSEY SEABROOK VP, FIELD OPERATION 40.00 X 138175 0 9102 DONNA BOSMENY DIR OF HUMAN RESOURCES 40.00 X 127573 0 12149 CLAIRE KROTIUK DIR OF PUBLICATIONS 40.00 X 123113 0 7212 PATRICK COADY DIR OF INFORMATION 40.00 X 121874 0 12455 THERESA MORRISON DIR OF PROGRAM RESOURCES 40.00 X 102456 0 6377 CHERYL ATKINSON VP, DISTRICT RELATIONS 40.00 X 161542 0 4150 1115912 0 74246 8 0 1 0 PRODUCERS VIDEO CORPORATION 3700 MALDEN AVENUE BALTIMORE MD 21211 VIDEO PRODUCTION 262830 ADAMS KEEGAN 6055 PRIMACY PARKWAY SUITE 300 MEMPHIS TN 38119 PAYROLL & BENEFITS ADMIN 139956 MINDSHIFT TECHNOLOGIES INC PO BOX 200105 PITTSBURGH PA 15251 COMPUTER SERVICES 115822 3 13752072 1023027 14775099 PROGRAM DISSEMINATION 611710 13041124 13041124 EDUCATIONAL SEMINARS & OTHER 611710 350125 350125 13391249 2030 2030 2000 0 2000 2000 2000 TRAVEL COMMISSION REVENUE 900099 1215 1215 1215 28171593 13392464 0 4030 3182876 3182876 683331 188186 489812 5333 9646102 8647359 988655 10088 2536232 2403486 129979 2767 925730 725569 199245 916 9738 9738 73349 73349 941889 657261 260621 24007 72296 72296 833415 707245 124458 1712 402448 343375 58606 467 657358 470276 185629 1453 3398872 3261741 135727 1404 508918 508918 16178 16178 454698 240777 212231 1690 79698 79698 MATERIAL COSTS 3941256 3941256 -33 33 MISCELLANEOUS EXPENSES 56179 55165 1014 SUBSCRIPTIONS AND PUBLI 8351 4130 4221 28428914 25489614 2889430 49870 4900 4900 676898 918739 1970549 2591817 1081401 1528738 2507213 2336944 345964 397935 2611656 2337863 368653 273793 2537853 1614971 9493431 9667837 1980742 1425350 1774826 2394142 1902606 1902606 64186 287774 5722360 6009872 X 3771071 3657965 3771071 3657965 9493431 9667837 X -257321 510 143705 X X 0 1 X 1 1 1 X 2477334 4887954 14532839 18889507 14775099 55562733 22722905 21584768 20153370 15205229 13391249 93057521 25200239 26472722 34686209 34094736 28166348 148620254 250 250 5033956 3647753 2432764 963221 9692 12087386 5034206 3647753 2432764 963221 9692 12087636 136532618 12948 850 10 1253 2030 17091 881 987 1868 12948 850 891 2240 2030 18959 1143 2399 1398 1327 1215 7482 25214330 26475971 34688498 34098303 28169593 148646695 0.91850 0.91960 0.00010 0.00080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 9421 0 0 9421 0 PART II-B, LINE 1: LOBBYING ACTIVITY INCLUDES WORKING ON FEDERAL HILL TO PROVIDE INPUT FOR THE NO CHILD LEFT BEHIND REAUTHORIZATION, THE EDUCATION SCIENCES REFORM ACT REAUTHORIZATION, AS WELL AS CHANGES TO THE SCHOOL IMPROVEMENT GRANTS PROGRAM AND THE INVESTING IN INNOVATION (I3) PROGRAM, AMONG OTHERS. THE GOAL IS TO INCREASE THE USE OF EVIDENCE IN POLICY MAKING AND TO INCLUDE "RESEARCH RESULTS REQUIRED" WHEN SELECTING THE VENDORS THAT WILL HELP TEACH OUR CHILDREN. 36717 2448 34269 2342911 2250595 92316 232028 84820 147208 273793 INTELLECTUAL PROPERTY - NET OF AMORTIZATION 671600 DEPOSITS 45147 DEVELOPMENT CAPITAL - KINDER CORNER 2ND EDITION 180614 DEVELOPMENT CAPITAL - READING EDGE DEVELOPMENT 717610 1614971 DEFERRED RENT 287774 287774 X 28655209 510 418920 64186 483616 28171593 0 28171593 28768315 418920 -79519 339401 28428914 0 28428914 PART X, LINE 2: ASC 740, INCOME TAXES, PRESCRIBES A RECOGNITION THRESHOLD AND A MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, AS WELL AS GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES AND FINANCIAL STATEMENT REPORTING DISCLOSURES. FOR THESE BENEFITS TO BE RECOGNIZED, A TAX POSITION MUST BE MORE-LIKELY-THAN NOT TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE AMOUNT RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES ACCRUED ON ANY UNRECOGNIZED TAX EXPOSURES AS A COMPONENT OF INCOME TAX EXPENSE. THE ORGANIZATION DOES NOT HAVE ANY AMOUNTS ACCRUED RELATING TO INTEREST AND PENALTIES AS OF JUNE 30, 2014 AND 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: GAIN ON FORGIVENESS OF ACCRUED INTEREST 64,186. PART XII, LINE 2D - OTHER ADJUSTMENTS: REFUND OF GRANT PROCEEDS -6,320. ADJUSTMENT TO PENSION LIABILITY -73,199. NORTH AMERICA 0 0 PROGRAM SERVICES COACHING SERVICES, MATERIAL PURCHASED, AND TRAVEL EXPENSES 137077 EUROPE (INCLUDING ICELAND & GREENLAND) - 0 0 PROGRAM SERVICES COACHING SERVICES, MATERIAL PURCHASED, AND TRAVEL EXPENSES 200510 EAST ASIA AND THE PACIFIC - 0 0 PROGRAM SERVICES MATERIAL AND TRAVEL EXPENSES 3491 0 0 0 0 0 0 341078 0 341078 0 0 0 0 0 0 1 ALLENTOWN SCHOOL DISTRICT 31 S PENN ST ALLENTOWN PA 18105 GOVERNMENT ENTITY 73726 DISSEMINATION OF SFA PROGRAM IN STRUGGLING ELEMENTARY SCHOOLS DETROIT PUBLIC SCHOOLS 3011 WEST GRAND BLVD DETROIT MI 48202 GOVERNMENT ENTITY 236300 DISSEMINATION OF SFA PROGRAM IN STRUGGLING ELEMENTARY SCHOOLS GEARY COUNTY USD#475 123 N EISENHOWER DEVIN CTR JUNCTION CITY KS 66441 GOVERNMENT ENTITY 72659 DISSEMINATION OF SFA PROGRAM IN STRUGGLING ELEMENTARY SCHOOLS KNOX COUNTY SCHOOL DISTRICT 200 DANIEL BOONE DR BARBOURVILLE KY 40906 GOVERNMENT ENTITY 71663 DISSEMINATION OF SFA PROGRAM IN STRUGGLING ELEMENTARY SCHOOLS DISSEMINATION OF SFA PROGRAM IN STRUGGLING ELEMENTARY SCHOOLS MDRC 16 EAST 34 ST NEW YORK NY 10016 237379473 501(C)3 1523446 EVALUATION OF SFA PROGRAM IN STRUGGLING ELEMENTARY SCHOOLS ROOSEVELT SCHOOL DISTRICT 66 6000 S 7TH ST PHOENIX AZ 85042 GOVERNMENT ENTITY 94738 DISSEMINATION OF SFA PROGRAM IN STRUGGLING ELEMENTARY SCHOOLS SAN ANTONIO INDEPENDENT SCHOOL DISTRICT 141 LAVACA SAN ANTONIO TX 78210 GOVERNMENT ENTITY 138035 DISSEMINATION OF SFA PROGRAM IN STRUGGLING ELEMENTARY SCHOOLS SIRIUS THINKING LTD 146 EAST 62ND STREET NEW YORK NY 10065 133895243 501(C)3 269111 ANIMATION WORK ON SFAF "KINDERCORNER" INCLUDING AUDIO, VIDEO AND WRITING STEUBENVILLE CITY SCHOOL DISTRICT 1400 WEST ADAMS STREET STEUBENVILLE OH 43952 GOVERNMENT ENTITY 198187 DISSEMINATION OF SFA PROGRAM IN STRUGGLING ELEMENTARY SCHOOLS SUNNYSIDE SCHOOL DISTRICT 2238 E GINTER ROAD TUCSON AZ 85706 GOVERNMENT ENTITY 96269 DISSEMINATION OF SFA PROGRAM IN STRUGGLING ELEMENTARY SCHOOLS WILLIAM PENN SCHOOL DISTRICT 100 GREEN AVENUE - ANNEX LANSDOWNE PA 19050 GOVERNMENT ENTITY 92766 DISSEMINATION OF SFA PROGRAM IN STRUGGLING ELEMENTARY SCHOOLS BALTIMORE CITY PUBLIC SCHOOLS 200 E NORTH AVENUE-ROOM 403 BALTIMORE MD 21202 GOVERNMENT ENTITY 127230 DISSEMINATION OF SFA PROGRAM IN STRUGGLING ELEMENTARY SCHOOLS PRINCETON CITY SCHOOLS 3900 COTTINGHAM DRIVE CINCINNATI OH 45246 GOVERNMENT ENTITY 120961 DISSEMINATION OF SFA PROGRAM IN STRUGGLING ELEMENTARY SCHOOLS JOHNS HOPKINS UNIVERSITY C/O BANK OF AMERICA 12529 COLLECTIO S CENTER DRIVE CHICAGO IL 60693 520595110 501(C)3 67784 EVALUATION OF SFA PRE-K AND KINDERGARTEN PROGRAMS AT STUDY SITES 14 PART I, LINE 2: SUCCESS FOR ALL FOUNDATION, INC. FOLLOWS ITS POLICY ON SUB RECIPIENT MONITORING. THIS POLICY STATES THE MONITORING REQUIREMENTS AND PROCEDURES. IT DETAILS THE RESPONSIBILITIES OF THE CFO, THE PRINCIPAL INVESTIGATOR AND THE FINANCE DEPARTMENT. THE POLICY ADDRESSES INFORMATION FOR THE SUB RECIPIENT, THE REVIEW AND APPROVAL OF EXPENDITURES ALONG WITH EVALUATING PERFORMANCE OF THE CONTRACT. X X 0 0 0 0 0 0 0 0 0 NANCY A MADDEN PRESIDENT, CEO 139380 0 0 0 0 0 8146 0 5664 0 153190 0 0 0 CHERYL ATKINSON VP, DISTRICT RELATIONS 128542 0 33000 0 0 0 0 0 4150 0 165692 0 0 0 ROBERT E SLAVIN MARRIED TO PRESIDENT, CEO 153190 ROBERT SLAVIN IS MARRIED TO NANCY MADDEN. NANCY IS COMPENSATED $153,190 AS AN OFFICER OF THE ORGANIZATION 0 FORM 990, PART VI, SECTION A, LINE 2 ROBERT E. SLAVIN, CHAIRMAN OF THE BOARD, IS MARRIED TO NANCY A. MADDEN, PRESIDENT, CEO. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE 990 IS PROVIDED TO EACH OF THE FOUNDATIONS BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO THE SUBMISSION DATE. THE 990 IS PROVIDED IN EITHER PAPER OR ELECTRONIC FORMAT. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND KEY EMPLOYEES ANNUALLY COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. THESE DISCLOSURE STATEMENTS ARE REVIEWED FOR POTENTIAL CONFLICTS OF INTEREST BY THE CHIEF EXECUTIVE OFFICER AND THE CHIEF FINANCIAL OFFICER. EACH OFFICER AND EMPLOYEE HAS A DUTY TO DISCLOSE THE MATERIAL FACTS OF ANY PROPOSED TRANSACTION IN WHICH SUCH OFFICER OR EMPLOYEE HAS ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST. THE BOARD WILL REVIEW THE FACTS AND THE PRESIDENT OF THE FOUNDATION WILL TAKE ANY ADDITIONAL ACTION NEEDED TO ENSURE THE CONFLICT IS RESOLVED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION BENCHMARKS FOR THE FOUNDATION ARE REGULARLY COMPARED WITH NATIONAL AND GEOGRAPHIC DATA OF LIKE-SIZED ORGANIZATIONS OF SAME/SIMILAR INDUSTRY. THIS IS VETTED THROUGH DATA RESOURCES CONTRACTED WITH THE FOUNDATION AND THROUGH OTHER INDUSTRY-RELEVANT DATA AVAILABLE. ADDITIONALLY, SALARY SCALES HAVE BEEN REVIEWED BY A PARTNER ORGANIZATION WHO REPRESENTS A VAST DIVERSITY OF CLIENTS. FORM 990, PART VI, SECTION C, LINE 19 THE SUCCESS FOR ALL FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, TAX RETURNS, AND FINANCIAL STATEMENTS ARE AVAILABLE ON REQUEST. FORM 990, PART XI, LINE 9: GAIN ON FORGIVENESS OF ACCRUED INTEREST 64,186. REFUND OF GRANT PROCEEDS 6,320. ADJUSTMENT TO PENSION LIABILITY 73,199. 990 PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CENTER FOR DATA-DRIVEN REFORM IN EDUCATION LLC 300 E JOPPA ROAD SUITE 500 BALTIMORE MD 21286 800387073 RELATED ORG PROMOTING DATA DRIVEN RESEARCHED EDUCATIONAL SOLUTIONS. MD 0 25000 SUCCESS FOR ALL FOUNDATION INC