2013-04-23T07:21:30-05:00 2012-09-30 560747981 DIXON HUGHES GOODMAN LLP 1410 SPRING HILL ROAD STE 500 TYSONS VA 22102 990 2011-10-01 521962712 SERVICE CORPS OF RETIRED EXECUTIVES FOUNDATION SERV 8006340245 1175 HERNDON PARKWAY NO 900 HERNDON VA 20170 W KENNETH YANCEY 8006340245 2013-04-16 1 DAVID L JOHNSON P00188102 7039700400 2011 2016-03-07 17:11:31Z W KENNETH YANCEY 1175 HERNDON PARKWAY NO 900 HERNDON VA 20170 2053611 0 X WWW.SCOREFOUNDATION.ORG X 1996 DC SUPPORTING AFFILIATE OF SCORE ASSOCIATION AND ITS VOLUNTEER CORPS 18 11 5 25 0 0 3073138 1794434 0 100000 6509 8988 0 0 3079647 1903422 122616 174297 0 0 457434 421699 0 0 457211 1856907 1783672 2436957 2379668 642690 -476246 2614611 2083175 215703 160513 2398908 1922662 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 1791322 174297 SUPPORT FOR THE BENEFIT OF SCORE ASSOCIATION AND ITS VOLUNTEER CORPS TO ENSURE BUSINESS COUNSELING AND TRAINING FOR SMALL BUSINESSES ACROSS AMERICA. 1791322 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 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 13 0 1 5 1 0 0 0 0 0 1 1 0 0 0 0 X 18 11 0 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 MARK J DOBOSZ 8006340245 1175 HERNDON PARKWAY NO 900 HERNDON VA 20170 MICHAEL MENDEZ 5.00 X X 0 0 0 BARBARA LIPPARD 1.00 X 0 0 0 EDIE FRASER 1.00 X 0 0 0 DEDRA JOHANNESON 1.70 X X 0 0 0 MARTIN BAUMANN 1.30 X 0 0 0 JOHN CARDEN 1.30 X 0 0 0 HAL SHELTON 2.00 X X 0 0 0 KEITH OGATA 1.00 X X 0 0 0 MARILYN TAM 1.00 X 0 0 0 LAWRENCE PELKA 1.00 X 0 0 0 GAIL BLANKE 1.30 X 0 0 0 RIDGELY EVERS 1.70 X 0 0 0 WILLIAM FINNERTY 1.00 X 0 0 0 GAIL GOODMAN 1.00 X 0 0 0 JOSHUA SMITH 1.00 X 0 0 0 JERRY GLENN 1.30 X 0 0 0 LAURA RADEWALD 1.00 X 0 0 0 HENRY SCHIMBERG 0.50 X 0 0 0 MARGIE TRAYLOR 1.00 X 0 0 0 MARK J DOBOSZ 40.00 X 235166 0 31636 W KENNETH YANCEY 10.00 X 11769 219211 37303 JOHN FUQUA 3.00 X 0 123077 15850 246935 342288 84789 1 0 1 0 COULTER NONPROFIT MANAGEMENT 1760 OLD MEADOW ROAD SUITE 500 MCLEAN VA 22102 EVENT PRODUCTION SERVICES 330158 1 138874 1655560 1794434 LEADERSHIP CONFERENCE 900099 100000 100000 100000 8988 8988 150189 138874 150189 0 1903422 100000 0 8988 174297 174297 298816 14940 59763 224113 87416 4371 17483 65562 14506 726 2901 10879 20961 1048 4192 15721 12021 3005 9016 26600 6650 19950 74500 74500 14201 3550 10651 28316 7080 21236 14800 3700 11100 40571 10143 30428 7615 1904 5711 SCORE PROGRAM SUPPORT 1521256 1521256 BAD DEBTS 24177 6044 18133 TAXES AND LICENSES 14737 3684 11053 PAYROLL CHARGES 3695 184 740 2771 1183 296 887 2379668 1791322 131135 457211 180808 15393 2245546 1166851 180757 900931 7500 0 2614611 2083175 165703 60513 50000 100000 215703 160513 X 826057 456444 1572851 1466218 2398908 1922662 2614611 2083175 -476246 0 X X 0 1 1 X 0 X X 0 0 0 SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION 521067290 7 1 1695553 1 1695553 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 74500 0 0 74500 0 130580 130580 130580 130580 130580 130580 123530 7050 130580 1.00000 0 0 0 DUE TO RELATED PARTY 100000 100000 1903422 2379668 -476246 -476246 2053611 150189 150189 1903422 0 1903422 2529857 150189 150189 2379668 0 2379668 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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, 2012. FISCAL YEARS ENDING ON OR AFTER SEPTEMBER 30, 2009 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE OFFSET TO SPECIAL EVENTS REVENUE PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE OFFSET TO SPECIAL EVENTS REVENUE SCORE AWARDS EVENT 289063 138874 150189 150189 289063 138874 150189 150189 150189 0 1 SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION 1175 HERNDON PKWY STE 900 HERNDON VA 20170 521067290 501(C)(3) 174297 SUPPORT VOLUNTEER CORPS. 1 X X X 0 0 0 0 0 0 0 0 0 MARK J DOBOSZ 189757 0 45409 0 0 0 6310 0 25326 0 266802 0 0 0 W KENNETH YANCEY 11769 219211 0 0 0 0 0 7152 0 30151 11769 256514 0 0 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 1 0 0 SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION B 174297