2015-11-13T14:51:47-06:00 2014-12-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2014-01-01 383892964 CHOOSE TO SUCCEED INC CHOO 2102252243 303 PEARL PARKWAY NO 114 SAN ANTONIO TX 78215 SARAH HARTE CHAIRPERSON 2102252243 2015-11-10 1 KAREN GRIES P00078514 6123764500 2014 2016-04-25 22:37:26Z SARAH HARTE 303 PEARL PARKWAY NO 114 SAN ANTONIO TX 78215 2282702 0 X WWW.CHOOSETOSUCCEED.ORG X 2012 TX 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. 5 5 4 5 0 0 2927750 2281248 0 0 0 1254 0 200 2927750 2282702 3968 910038 0 0 408227 363819 0 0 44260 445095 558580 857290 1832437 2070460 450265 2642877 3039188 70417 16463 2572460 3022725 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 1689922 910038 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. 1689922 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 5 5 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X X DEE-ANN CALDERON 2102283769 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 SARAH HARTE CHAIRPERSON 20.00 0.00 X X 0 0 0 VICTORIA B RICO FORMER CHAIR 20.00 0.00 X X 0 0 0 WILLIAM HARTE SECRETARY/TREASURER 1.00 0.00 X X 0 0 0 STEVE LEWIS BOARD MEMBER 1.00 0.00 X 0 0 0 RAUL RODRIGUEZ BOARD MEMBER 1.00 0.00 X 0 0 0 MATTHEW J RANDAZZO PRESIDENT & CEO 40.00 0.00 X 218694 0 4434 218694 0 4434 1 0 1 0 0 1500000 781248 2281248 1254 1254 OTHER INCOME 900099 200 200 200 2282702 0 0 1454 910038 910038 218693 157459 21869 39365 100987 90888 10099 24597 19868 2557 2172 19542 14901 1918 2723 14400 14400 213037 213037 175503 175503 27426 27426 3433 3433 3095 3095 31827 31827 50334 50334 30468 30468 2901 2901 2726 2726 DUES/SUBSCRIPTIONS 3430 3430 1832437 1689922 98255 44260 2600939 2999200 2000 21000 21005 555 19887 4254 16133 15633 2800 2800 2642877 3039188 70417 16463 70417 16463 X 2572460 3022725 2572460 3022725 2642877 3039188 450265 0 X 0 1 X 1 0 X X X 1 SAN ANTONIO AREA FOUNDATION 746065414 8 1 1689922 0 1 1689922 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 19887 4254 15633 15633 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 TEXAS 8519 FLOYD CURL DRIVE SAN ANTONIO TX 78240 454269957 GOVT 19848 0 N/A N/A TO SUPPPORT THE BIG GIVE MATCHING GRANT KIPP SAN ANTONIO 731 FREDERICKSBURG ROAD SAN ANTONIO TX 78201 412090713 501(C)(3) 183405 0 N/A N/A $25,000 BIG GIVE MATCHING GRANT; $158,405 GENERAL OPERATIONS GREAT HEARTS AMERICA 824 BROADWAY STREET SUITE 101 SAN ANTONIO TX 78205 431973126 501(C)(3) 203248 0 N/A N/A GENERAL OPERATIONS IDEA PUBLIC SCHOOLS 505 WEST ANGELITA DRIVE SUITE 9 WESLACO TX 78596 742948339 501(C)(3) 408142 0 N/A N/A GENERAL OPERATIONS LEARNING SCHOOLS OF TEXAS 700 N ST MARYS STREET SUITE 800 SAN ANTONIO TX 78205 461667725 501(C)(3) 91250 0 N/A N/A GENERAL OPERATIONS 5 0 PART I, LINE 2: CHOOSE TO SUCCEED, INC. GRANTS TO CHARTER SCHOOLS IN SAN ANTONIO. THE STAFF AND BOARD ARE ENGAGE WITH THE CHARTER SCHOOLS THAT THEY GRANTED FUNDS. X X X X 0 0 0 0 0 0 0 0 0 MATTHEW J RANDAZZO PRESIDENT & CEO 218694 0 0 0 0 0 0 0 4434 0 223128 0 0 0 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 4 DURING THE TAX YEAR THE ORGANIZATION AMENDED ITS GOVERNING DOCUMENTS. KEY CHANGES INCLUDE THE FOLLOWING: INCREASED THE NUMBER OF DIRECTORS ON THE BOARD OF DIRECTORS TO 11; PROVIDED FOR UP TO (2) TERMS OF (3) YEARS FOR EACH FOUNDATION DIRECTOR; PROVIDED (2) TERMS OF (3) YEARS FOR NON-FOUNDATION DIRECTORS; REDUCED THE LENGTH OF OFFICERS' TERMS TO 1 YEAR; ELIMINATED THE PROVISION FOR COMPENSATION OF DIRECTORS & OFFICERS. FORM 990, PART VI, SECTION A, LINE 6 THE SAN ANTONIO AREA FOUNDATION IS A MEMBER OF THE ORGANIZATION. THE CHOOSE TO SUCCEED 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 CHOOSE TO SUCCEED 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 GOVERNING DOUMENTS, POLICIES, FINANCIAL STATEMENTS, AND FORM 990 OF THE ENTITY ARE AVAILABLE UPON REQUEST. 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 SA4GOOD 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 460772730 GENERAL CHARITABLE SUPPORT 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0