2015-05-29T11:41:15-05:00 2014-09-30 560747981 DIXON HUGHES GOODMAN LLP 1410 SPRING HILL ROAD STE 500 TYSONS VA 221023056 990 2013-10-01 521962712 SERVICE CORPS OF RETIRED EXECUTIVES FOUNDATION SERV 8006340245 1175 HERNDON PARKWAY NO 900 HERNDON VA 20170 W KENNETH YANCEY CHIEF EXECUTIVE OFFICER 8006340245 2015-05-28 1 DAVID L JOHNSON P00188102 7039700400 2013 2016-03-07 17:11:31Z W KENNETH YANCEY 1175 HERNDON PARKWAY NO 900 HERNDON VA 20170 2592276 0 X WWW.SCOREFOUNDATION.ORG X 1996 DC SUPPORTING AFFILIATE OF SCORE ASSOCIATION AND ITS VOLUNTEER CORPS 16 16 4 55 0 0 2624935 2239023 110500 106000 2722 3316 0 0 2738157 2348339 18745 19516 0 0 591345 597771 0 0 551664 1689214 839432 2299304 1456719 438853 891620 2510976 3459504 149461 206369 2361515 3253135 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 747761 19516 106000 SUPPORT FOR THE BENEFIT OF SCORE ASSOCIATION AND ITS VOLUNTEER CORPS TO ENSURE BUSINESS COUNSELING AND TRAINING FOR SMALL BUSINESSES ACROSS AMERICA. 747761 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 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 1 0 0 0 1 6 0 1 4 0 0 0 0 0 0 1 1 0 0 0 0 X 16 16 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 DAVID BOBBITT PRESIDENT 40.00 X 0 0 0 MARK DOBOSZ PREVIOUS PRESIDENT ( - 8/26/2013) 40.00 X 186244 0 25079 JERRY GLENN CHAIR 5.00 10.00 X X 0 0 0 JOHN CAMPBELL VICE CHAIR 1.00 4.00 X X 0 0 0 KEITH OGATA SECRETARY 1.00 2.00 X X 0 0 0 MARGIE TRAYLOR TREASURER 1.00 2.00 X X 0 0 0 GAIL BLANKE DIRECTOR 0.50 1.00 X 0 0 0 MARTIN BAUMANN DIRECTOR 1.00 2.00 X 0 0 0 JOVITA CARRANZA DIRECTOR 1.00 6.00 X 0 0 0 TIM CARROLL DIRECTOR 0.50 1.00 X 0 0 0 FRED GLAVE DIRECTOR 1.00 2.00 X 0 0 0 GAIL GOODMAN DIRECTOR 1.00 2.00 X 0 0 0 SUSAN HARTMAN DIRECTOR 0.50 1.00 X 0 0 0 LAURA RADEWALD DIRECTOR 0.50 1.00 X 0 0 0 NIGEL STEPHENS DIRECTOR 1.00 4.00 X 0 0 0 NANCY STROJNY DIRECTOR 1.00 2.00 X 0 0 0 RONALD WEISS DIRECTOR 2.00 3.00 X 0 0 0 KENNETH YANCEY CHIEF EXECUTIVE OFFICER 10.00 40.00 X 107900 185844 116691 JOHN FUQUA VP OF FINANCE 3.00 40.00 X 0 176200 28990 RESA KIERSTEIN VP DEVELOPMENT 40.00 X 105000 0 13316 399144 362044 184076 3 0 1 0 0 20363 2218660 2239023 LEADERSHIP CONFERENCE 900099 106000 106000 106000 3316 3316 243937 20363 243937 0 2348339 106000 0 3316 19516 19516 358304 17915 71661 268728 198606 6931 42720 148955 3114 156 623 2335 9716 486 1943 7287 28031 1402 5606 21023 5131 1283 3848 28553 7138 21415 84050 84050 31269 7817 23452 10122 2752 7370 12115 3029 9086 24081 6020 18061 5568 1392 4176 SCORE PROGRAM SUPPORT 613256 613256 TAXES AND LICENSES 14667 3667 11000 DONOR RECOGNITION 6571 1643 4928 BAD DEBTS 4049 4049 1456719 747761 157294 551664 762124 681045 1045064 1845767 656155 848106 47633 75000 9586 2510976 3459504 149461 206369 149461 206369 X 1562378 1706381 799137 1546754 2361515 3253135 2510976 3459504 891620 0 X X 0 1 X 1 0 X X 0 0 0 SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION 521067290 7 1 633067 1 633067 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 84050 0 0 84050 0 130580 130580 130580 130580 130580 130580 130580 130580 130580 130580 1.00000 0 0 0 X 2592275 243936 243936 2348339 0 2348339 1700655 243936 243936 1456719 0 1456719 PART X, LINE 2: SCORE RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. SCORE HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF SEPTEMBER 30, 2014. FISCAL YEARS ENDING ON OR AFTER SEPTEMBER 30, 2011 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE OFFSET TO SPECIAL EVENTS REVENUE PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE OFFSET TO SPECIAL EVENTS REVENUE SCORE AWARDS EVENT 264300 20363 243937 243937 264300 20363 243937 243937 243937 0 1 SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION 1175 HERNDON PKWY STE 900 HERNDON VA 20170 521067290 501(C)(3) 19516 SUPPORT VOLUNTEER CORPS. X X X 0 0 0 0 0 0 0 0 0 MARK DOBOSZ PREVIOUS PRESIDENT ( - 8/26/2013) 133942 0 33167 0 19135 0 4018 0 21061 0 211323 0 0 0 KENNETH YANCEY CHIEF EXECUTIVE OFFICER 57900 185844 50000 0 0 0 62134 5576 0 48981 170034 240401 0 0 JOHN FUQUA VP OF FINANCE 0 151200 0 25000 0 0 0 9848 0 19142 0 205190 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