2014-03-02T09:03:05-06:00 2013-06-30 205991824 SC&H TAX & ADVISORY SERVICES LLC 910 RIDGEBROOK ROAD SPARKS MD 21152 990 2012-07-01 522061820 SUCCESS FOR ALL FOUNDATION INC SUCC 4106162300 300 E JOPPA ROAD NO 500 TOWSON MD 212863006 ROGER MORIN 4106162300 2014-02-28 1 LORI S BURGHAUSER P00370694 4104031500 2014-02-28 2012 2015-11-30 17:44:51Z X ROGER MORIN 300 E JOPPA ROAD NO 500 TOWSON MD 212863006 34103332 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 4 252 0 987 0 14532839 18889507 20154251 15206216 13960 6282 1398 1327 34702448 34103332 2999814 4254218 0 0 14561031 15400951 0 0 27171 16589005 14507233 34149850 34162402 552598 -59070 10801622 9493431 7011526 5722360 3790096 3771071 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 17634003 4254218 0 THE FOUNDATION RESEARCHES AND DEVELOPS SCHOOL REFORM MODELS WITH ITS OWN FUNDS AND MONEY FROM VARIOUS GRANTS AND CONTRACTS. 13143849 15206556 THE FOUNDATION DISSEMINATES SCHOOL REFORM MODELS KNOWN AS SUCCESS FOR ALL AND ROOTS AND WINGS TO APPROXIMATELY 1000 SCHOOLS THROUGH OUT THE UNITED STATES. 30777852 1 1 0 0 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 52 0 252 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 NY OR X ROGER MORIN CFO 4106162300 300 E JOPPA ROAD STE 500 BALTIMORE MD 212863006 NANCY A MADDEN 38.00 X X 130587 0 17701 ROBERT E SLAVIN 16.00 X 73320 0 0 JOHN ARNHOLZ 1.00 X 0 0 0 ALICE CAIN 1.00 X 0 0 0 KENT MCGUIRE 1.00 X 0 0 0 MYRA WILLIAMS 1.00 X 0 0 0 ROGER MORIN 40.00 X 146379 0 10091 LYNSEY SEABROOK 40.00 X 132517 0 16575 DONNA BOSMENY 40.00 X 125379 0 16559 CLAIRE KROTIUK 40.00 X 120591 0 8448 PATRICK COADY 40.00 X 119929 0 20620 THERESA MORRISON 40.00 X 106547 0 6706 CHRISTIAN STRAMA 40.00 X 100743 0 7922 1055992 0 104622 8 0 1 0 MINDSHIFT TECHNOLOGIES INC PO BOX 200105 PITTSBURGH PA 15251 COMPUTER SERVICES 313860 PRODUCERS VIDEO CORPORATION 3700 MALDEN AVENUE BALTIMORE MD 21211 VIDEO PRODUCTION 280464 ADAMS KEEGAN 6055 PRIMACY PARKWAY SUITE 300 MEMPHIS TN 38119 PAYROLL & BENEFITS ADMIN 143428 THE HATCHER GROUP 4340 EAST WEST HIGHWAY 912 BETHESDA MD 20814 COMMUNICATION ACTIVITIES 135589 4 17607050 1282457 18889507 PROGRAM DISSEMINATION 611710 14763796 14762809 987 EDUCATIONAL SEMINARS & OTHER 611710 442420 442420 15206216 1253 1253 5029 0 5029 5029 5029 TRAVEL COMMISSION REVENUE 900099 1327 1327 1327 34103332 15206556 987 6282 4254218 4254218 719924 374487 338696 6741 10504437 9119128 1374877 10432 573692 475836 97311 545 2528734 2254141 271880 2713 1074164 868210 204517 1437 39233 39233 76954 76954 958914 714497 244417 220612 220612 902721 770595 131525 601 465780 392368 72737 675 743791 527257 214656 1878 4708696 4646253 62443 561856 561856 61647 61647 523789 290184 231456 2149 82951 82951 MATERIAL COSTS 5124627 5124627 MISCELLANEOUS EXPENSE 93236 91983 1253 SUBSCRIPTIONS AND PUBLI 14254 8649 5605 BAD DEBT ALLOWANCE -71828 -71828 34162402 30777852 3357379 27171 4900 4900 2394706 676898 936980 1970549 1993991 1081401 1885261 2507213 355917 345964 3593263 3224610 635835 368653 2594032 2537853 10801622 9493431 1361163 1980742 3466362 1774826 2162606 1902606 21395 64186 7011526 5722360 X 3790096 3771071 3790096 3771071 10801622 9493431 X -59070 -2535 42580 X X 0 1 X 1 1 1 X 4587758 2477334 4887954 14532839 18889507 45375392 26719192 22722905 21584768 20153370 15205229 106385464 31306950 25200239 26472722 34686209 34094736 151760856 3050 250 3300 5033956 3647753 2432764 963221 12077694 3050 5034206 3647753 2432764 963221 12080994 139679862 103881 12948 850 10 1253 118942 881 987 1868 103881 12948 850 891 2240 120810 953 1143 2399 1398 1327 7220 31411784 25214330 26475971 34688498 34098303 151888886 0.91960 0.92260 0.00080 0.00210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 210619 209778 841 2741010 2442523 298487 641634 572309 69325 368653 INTELLECTUAL PROPERTY - NET OF AMORTIZATION 839500 DEPOSITS 118988 DEVELOPMENT CAPITAL - READING WINGS 4TH EDITION 190493 DEVELOPMENT CAPITAL - KINDER CORNER 2ND EDITION 263092 DEVELOPMENT CAPITAL - READING EDGE DEVELOPMENT 1125780 2537853 ACCRUED INTEREST 64186 64186 X 34339123 -2535 238326 235791 34103332 0 34103332 34358148 238326 -42580 195746 34162402 0 34162402 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2013 AND 2012. PART XII, LINE 2D - OTHER ADJUSTMENTS: REFUND OF GRANT PROCEEDS -42,580. NORTH AMERICA - CANADA AND MEXICO, BUT 0 0 PROGRAM SERVICES COACHING SERVICES, MATERIAL PURCHASED, AND TRAVEL EXPENSES 460058 EUROPE (INCLUDING ICELAND & GREENLAND) - 0 0 PROGRAM SERVICES COACHING SERVICES, MATERIAL PURCHASED, AND TRAVEL EXPENSES 137743 EAST ASIA AND THE PACIFIC - 0 0 PROGRAM SERVICES MATERIAL AND TRAVEL EXPENSES 12513 0 0 0 0 0 0 610314 0 610314 0 0 0 0 0 0 1 ALLENTOWN SCHOOL DISTRICT 31 S PENN ST ALLENTOWN PA 18105 GOVERNMENT ENTITY 70579 DISSEMINATION OF SFA PROGRAM IN STRUGGLING ELEMENTARY SCHOOLS DETROIT PUBLIC SCHOOLS 3011 WEST GRAND BLVD DETROIT MI 48202 GOVERNMENT ENTITY 218200 DISSEMINATION OF SFA PROGRAM IN STRUGGLING ELEMENTARY SCHOOLS GARFIELD SCHOOL DISTRICT NO RE-2 839 WHITERIVER AVE RIFLE CO 81650 GOVERNMENT ENTITY 85815 DISSEMINATION OF SFA PROGRAM IN STRUGGLING ELEMENTARY SCHOOLS GEARY COUNTY USD#475 123 N EISENHOWER DEVIN CTR JUNCTION CITY KS 66441 GOVERNMENT ENTITY 133371 DISSEMINATION OF SFA PROGRAM IN STRUGGLING ELEMENTARY SCHOOLS KNOX COUNTY SCHOOL DISTRICT 200 DANIEL BOONE DR BARBOURVILLE KY 40906 GOVERNMENT ENTITY 68558 DISSEMINATION OF SFA PROGRAM IN STRUGGLING ELEMENTARY SCHOOLS LORAIN CITY SCHOOL DISTRICT 2350 POLE AVE LORAIN OH 44052 GOVERNMENT ENTITY 104310 DISSEMINATION OF SFA PROGRAM IN STRUGGLING ELEMENTARY SCHOOLS MDRC 16 EAST 34 ST NEW YORK NY 10016 237379473 501(C)3 1679347 EVALUATION OF SFA PROGRAM IN STRUGGLING ELEMENTARY SCHOOLS PUTNAM COUNTY SCHOOL DISTRICT 200 SOUTH SEVENTH ST PALATKA FL 32177 GOVERNMENT ENTITY 132306 DISSEMINATION OF SFA PROGRAM IN STRUGGLING ELEMENTARY SCHOOLS ROOSEVELT SCHOOL DISTRICT 66 6000 S 7TH ST PHOENIX AZ 85042 GOVERNMENT ENTITY 164268 DISSEMINATION OF SFA PROGRAM IN STRUGGLING ELEMENTARY SCHOOLS SAN ANTONIO INDEPENDENT SCHOOL DISTRICT 141 LAVACA SAN ANTONIO TX 78210 GOVERNMENT ENTITY 145019 DISSEMINATION OF SFA PROGRAM IN STRUGGLING ELEMENTARY SCHOOLS SIRIUS THINKING LTD 146 EAST 62ND STREET NEW YORK NY 10065 133895243 501(C)3 153935 ANIMATION WORK ON SFAF "KINDERCORNER" INCLUDING AUDIO, VIDEO AND WRITING STEUBENVILLE CITY SCHOOL DISTRICT 1400 WEST ADAMS STREET STEUBENVILLE OH 43952 GOVERNMENT ENTITY 229817 DISSEMINATION OF SFA PROGRAM IN STRUGGLING ELEMENTARY SCHOOLS SUNNYSIDE SCHOOL DISTRICT 2238 E GINTER ROAD TUCSON AZ 85706 GOVERNMENT ENTITY 93792 DISSEMINATION OF SFA PROGRAM IN STRUGGLING ELEMENTARY SCHOOLS WILLIAM PENN SCHOOL DISTRICT 100 GREEN AVENUE - ANNEX LANSDOWNE PA 19050 GOVERNMENT ENTITY 94596 DISSEMINATION OF SFA PROGRAM IN STRUGGLING ELEMENTARY SCHOOLS BALTIMORE CITY PUBLIC SCHOOLS 200 E NORTH AVENUE-ROOM 403 BALTIMORE MD 21202 GOVERNMENT ENTITY 105291 DISSEMINATION OF SFA PROGRAM IN STRUGGLING ELEMENTARY SCHOOLS DEKALB COUNTY PUBLIC SCHOOLS 1701 MOUNTAIN INDUSTRIAL BLVD STONE MOUNTAIN GA 30083 GOVERNMENT ENTITY 264846 DISSEMINATION OF SFA PROGRAM IN STRUGGLING ELEMENTARY SCHOOLS PRINCETON CITY SCHOOLS 3900 COTTINGHAM DRIVE CINCINNATI OH 45246 GOVERNMENT ENTITY 110584 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 68950 EVALUATION OF SFA PRE-K AND KINDERGARTEN PROGRAMS AT STUDY SITES SESAME WORKSHOP ONE LINCOLN PLAZA NEW YORK NY 10023 132655731 501(C)3 330634 LICENSING AGREEMENT FOR PRE-K SCHOOL PRODUCTS 19 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 ROGER MORIN 146379 0 0 0 0 0 8525 0 1566 0 156470 0 0 0 ROBERT E SLAVIN MARRIED TO PRESIDENT, CEO 148288 ROBERT SLAVIN IS MARRIED TO NANCY MADDEN. NANCY IS COMPENSATED $148,288 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 AT LEAST ONE WEEK BEFORE 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: REFUND OF GRANT PROCEEDS 42,580. 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 111278 SUCCESS FOR ALL FOUNDATION INC