2012-08-13T11:19:20-05:00 2011-09-30 DIXON HUGHES GOODMAN LLP 1410 SPRING HILL ROAD STE 500 TYSONS VA 22102 990 2010-10-01 521962712 SERVICE CORPS OF RETIRED EXECUTIVES FOUNDATION SERV 8006340245 1175 HERNDON PARKWAY NO 900 HERNDON VA 20170 W KENNETH YANCEY 8006340245 2012-08-10 1 DAVID L JOHNSON 7039700400 2010 2016-02-24 21:20:13Z W KENNETH YANCEY 1175 HERNDON PARKWAY NO 900 HERNDON VA 20170 3193160 0 X WWW.SCOREFOUNDATION.ORG X 1996 DC SUPPORTING AFFILIATE OF SCORE ASSOCIATION AND ITS VOLUNTEER CORPS 16 8 4 10 0 0 2711028 3073138 0 0 3100 6509 0 0 2714128 3079647 149879 122616 0 0 0 457434 0 0 548186 1969885 1856907 2119764 2436957 594364 642690 2181439 2614611 425221 215703 1756218 2398908 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 1726473 122616 SUPPORT FOR THE BENEFIT OF SCORE ASSOCIATION AND ITS VOLUNTEER CORPS TO ENSURE BUSINESS COUNSELING AND TRAINING FOR SMALL BUSINESSES ACROSS AMERICA. 1726473 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 1 0 0 0 0 0 0 1 1 0 0 0 1 13 0 1 4 1 0 0 0 0 0 1 1 0 0 0 0 X 16 8 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 1.50 X X 0 0 0 BARBARA LIPPARD 1.50 X 0 0 0 EDIE FRASER 1.50 X 0 0 0 FRED ABOOD JR 1.50 X 0 0 0 DEDRA JOHANNESON 1.50 X X 0 0 0 MARTIN BAUMANN 1.50 X 0 0 0 PHILIP N MALCOLM III 1.50 X 0 0 0 JOHN CARDEN 1.50 X 0 0 0 HAL SHELTON 1.50 X X 0 0 0 KEITH OGATA 1.50 X X 0 0 0 MARILYN TAM 1.50 X 0 0 0 LAWRENCE PELKA 1.50 X 0 0 0 GAIL BLANKE 1.50 X 0 0 0 RIDGELY EVERS 1.50 X 0 0 0 WILLIAM FINNERTY 1.50 X 0 0 0 GAIL GOODMAN 1.50 X 0 0 0 JOSHUA SMITH 1.50 X 0 0 0 MARK J DOBOSZ 40.00 X 47500 0 8974 W KENNETH YANCEY 10.00 X 0 305252 43682 47500 305252 52656 0 0 1 0 COULTER NONPROFIT MANAGEMENT 1760 OLD MEADOW ROAD SUITE 500 MCLEAN VA 22102 EVENT PRODUCTION SERVICES 736856 GALLUP PO BOX 310284 DES MOINES IA 50331 RESEARCH ANALYSIS 665987 2 136984 2936154 3073138 6509 6509 113513 136984 113513 0 3079647 0 0 6509 122616 122616 237212 10595 48708 177909 156477 6989 32130 117358 12092 540 2483 9069 26548 1187 5451 19910 25105 1121 5155 18829 53864 13466 40398 42903 10726 32177 80587 80587 50000 12500 37500 32577 8145 24432 12666 3167 9499 34822 8705 26117 7500 1875 5625 SCORE PROGRAM SUPPORT 1502838 1502838 BAD DEBTS 22574 5643 16931 TAXES AND LICENSES 14668 3667 11001 DONOR RECOGNITION 1908 477 1431 2436957 1726473 162298 548186 296262 180808 1334580 2245546 547334 180757 7500 3263 2181439 2614611 300221 165703 125000 50000 425221 215703 X 125541 826057 1630677 1572851 1756218 2398908 2181439 2614611 642690 0 X X 0 1 1 X 0 X X 0 0 0 SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION 521067290 7 1 1625454 1 1625454 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 80587 0 0 80587 0 130580 130580 130580 130580 123530 7050 130580 1.00000 0 0 0 DUE TO RELATED PARTY 50000 50000 3079647 2436957 642690 0 642690 3193160 113513 113513 3079647 0 3079647 2550470 113513 113513 2436957 0 2436957 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 OF BEING SUSTAINED. SCORE HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF SEPTEMBER 30, 2011. FISCAL YEARS ENDING ON OR AFTER SEPTEMBER 30, 2008 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 250497 136984 113513 113513 250497 136984 113513 113513 113513 0 1 SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION 1175 HERNDON PKWY STE 900 HERNDON VA 20170 521067290 501(C)(3) 122616 SUPPORT VOLUNTEER CORPS. 1 X X X 0 0 0 0 0 0 0 0 0 W KENNETH YANCEY 0 224077 0 81175 0 0 0 41682 0 2000 0 348934 0 0 KATHERINE DOBOSZ FAMILY MEMBER OF MARK DOBOSZ, EXECUTIVE DIRECTOR 32320 EMPLOYMENT 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 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION B 122616