2012-08-13T18:11:48-05:00 2011-12-31 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2011-01-01 205561911 COLLEGE SUCCESS FOUNDATION - DISRICT OF COLUMBIA COLL 4254162000 1605 NW SAMMAMISH ROAD NO 200 ISSAQUAH WA 98027 JOHN MCDOWELL 4254162000 2012-08-13 1 JANE M SEARING P00000565 4254544919 2012-08-13 2011 2016-02-24 21:20:13Z JOHN MCDOWELL 1605 NW SAMMAMISH ROAD NO 200 ISSAQUAH WA 98027 5651701 0 X WWW.DCCOLLEGESUCCESSFOUNDATION.ORG X 2006 WA THE MISSION OF THE DISTRICT OF COLUMBIA COLLEGE SUCCESS FOUNDATION (CSF DC) IS TO INCREASE THE NUMBER OF COLLEGE GRADUATES AMONG LOW-INCOME YOUTH. CSF DC OFFERS AN INTEGRATED SET OF ACADEMIC, INFORMATIONAL, AND FINANCIAL SUPPORTS TO LOW-INCOME STUDENTS AND THEIR FAMILIES BY ADVOCATING FOR INCREASED COLLEGE READINESS AND COLLEGE ACCESS. TARGET POPULATIONS ARE LOW-INCOME AND UNDER-REPRESENTED STUDENTS, WITH FOCUSED SUPPORTS FOR MALES, MALES OF COLOR, AND FOSTER YOUTH. IN 2011, CSF DC SERVED APPROXIMATELY 1,400 YOUNG PEOPLE FROM MIDDLE SCHOOL THROUGH COLLEGE. 16 14 67 307 0 0 3932600 4970931 596997 671757 7800 2339 -69976 -57174 4467421 5587853 6226605 7047562 0 0 1598394 1775687 0 0 452125 2533045 2339628 10358044 11162877 -5890623 -5575024 85837060 82537952 8582029 16875860 77255031 65662092 X THE MISSION OF COLLEGE SUCCESS FOUNDATION - DISTRICT OF COLUMNBIA (CSF DC) IS TO INCREASE THE NUMBER OF COLLEGE GRADUATES AMONG LOW-INCOME YOUTH. CSF DC OFFERS AN INTEGRATED SET OF ACADEMIC, INFORMATIONAL, AND FINANCIAL SUPPORTS TO LOW-INCOME STUDENTS AND THEIR FAMILIES BY ADVOCATING FOR INCREASED COLLEGE READINESS AND COLLEGE ACCESS. TARGET POPULATIONS ARE LOW-INCOME AND UNDER-REPRESENTED STUDENTS, WITH FOCUSED SUPPORTS FOR MALES, MALES OF COLOR, AND FOSTER YOUTH. IN 2011, CSF DC SERVED APPROXIMATELY 1,400 YOUNG PEOPLE FROM MIDDLE SCHOOL THROUGH COLLEGE. 0 0 8404569 7004410 SCHOLARSHIP AND COLLEGE PROGRAMSGOALS: REMOVE FINANCIAL BARRIERS, INCREASE RETENTION AND GRADUATIONCSF DC'S ADVISING, MENTORING AND ACADEMIC SUPPORTS CONTINUE AS STUDENTS TRANSITION TO COLLEGE. CSF DC COUNSELS STUDENTS TO APPLY TO COLLEGES THAT RETAIN LOW-INCOME STUDENTS AND PROVIDE ACADEMIC PLANNING TO ATTAIN A BACHELOR'S DEGREE, WHETHER THE STUDENT BEGINS AT A TWO-YEAR OR FOUR-YEAR COLLEGE. CSF DC REQUIRES ITS SCHOLARSHIP RECIPIENTS WHO SCORE BELOW GRADE LEVEL ON THEIR COLLEGE PLACEMENT EXAM TO TAKE COLLEGE-LEVEL DEVELOPMENTAL OR BEGINNING COURSE SEQUENCES FOR THE APPROPRIATE SUBJECT IMMEDIATELY UPON COLLEGE ENROLLMENT, WHICH HELPS TO INCREASE THEIR OVERALL RETENTION. CSF DC STAFF PROVIDES CASE MANAGEMENT ADVISING FOR EACH SCHOLAR THROUGHOUT THEIR COLLEGE CAREER. CSF DC OFFERS SERVICES AND SUPPORTS FOR STUDENTS TRANSITIONING FROM COMMUNITY COLLEGES TO FOUR-YEAR COLLEGES INCLUDING ADVISING, ADMISSIONS, FINANCIAL AID, MAJOR ACADEMIC READINESS AND RELOCATION. UPPER-DIVISION COLLEGE STUDENTS OFTEN SERVE AS MENTORS TO FRESHMAN AND SOPHOMORE STUDENTS. CSF DC REDUCES FINANCIAL BARRIERS LOW-INCOME STUDENTS FACE BY AWARDING NEED-BASED SCHOLARSHIPS. AT THE END OF 2011, CSF DC HAD AWARDED 1,124 SCHOLARSHIPS. ADDITIONALLY, CSF DC DESIGNS AND MARKETS SCHOLARSHIP APPLICATION MATERIALS, DEVELOPS SCHOLARSHIP SELECTION PROCESSES TARGETED AT LOW-INCOME, FIRST GENERATION COLLEGE APPLICANTS, AND CREATES SCORING RUBRICS THAT CONSIDER VARIABLES REQUIRED BY THE FUNDER AND THAT INCLUDE TRADITIONAL AND NON-TRADITIONAL SELECTION CRITERIA. CSF DC ALSO MANAGES WRITTEN AGREEMENTS WITH COLLEGE PARTNERS AND AWARDS SCHOLARSHIPS AS "LAST-IN" SCHOLARSHIP/GRANT FUNDS. CSF DC TRACKS ITS SCHOLARSHIP AWARDS AND SCHOLARS THROUGH A STUDENT DATA MANAGEMENT SYSTEM, WHILE RESPONDING TO INDIVIDUAL SCHOLAR'S FINANCIAL SITUATIONS AND NEEDS. 346707 EARLY COLLEGE READINESS PROGRAMSGOAL: DEVELOP HIGH SCHOOL-READY AND COLLEGE-AWARE MIDDLE SCHOOLERSCSF DC PROVIDES EARLY CAREER AND COLLEGE AWARENESS BEGINNING IN 7TH GRADE. THROUGH ITS MIDDLE SCHOOL PROGRAMS, CSF DC OFFERS HIGH SCHOOL AND COLLEGE PLANNING INFORMATION, ENCOURAGES STUDENTS TO BEGIN EXPLORING POSSIBLE CAREER OPTIONS, AND PUSHES THEM TOWARDS COLLEGE- AND CAREER-READY ACADEMICS. CSF DC AND OTHER COLLEGE ACCESS PROVIDERS SIGN UP LOW-INCOME 7TH AND 8TH GRADERS FOR EARLY SCHOLARSHIP COMMITMENTS. 1235081 600000 COLLEGE ADVISING & MENTORING PROGRAMSGOAL: PRODUCE COLLEGE-READY HIGH SCHOOL GRADUATESIN HIGH SCHOOL, CSF DC'S COLLEGE PREPARATORY ADVISORS (CPA'S) PROVIDE PROACTIVE ACADEMIC ADVISING, COLLEGE PLANNING INFORMATION, GRADE MONITORING AND REFERRALS FOR ADDITIONAL INTERVENTIONS FOR STUDENTS IN ITS PROGRAMS. THE CPA'S ARE SCHOOL-BASED AND WORK IN CLOSE COLLABORATION WITH TEACHERS AND GUIDANCE COUNSELORS. CSF DC WORKS WITH COLLEGES TO ADMINISTER COLLEGE PLACEMENT TESTING AS EARLY AS 10TH GRADE, AND ASSISTS WITH TEST PREPARATION, TRANSCRIPT REVIEWS AND MONITORING STUDENT PROGRESS. CSF DC-RECRUITED MENTORS SERVE AS SUPPORTIVE ADULT ROLE MODELS AND ASSIST WITH HIGH SCHOOL AND COLLEGE PLANNING. CSF DC CPA'S ASSIST STUDENTS IN THE 12TH GRADE WITH THE COLLEGE APPLICATION PROCESS. CSF DC PROVIDES FINANCIAL AID PLANNING AND EDUCATION, INCLUDING ASSISTANCE WITH THE FAFSA, COLLEGE VISITATIONS AND COLLEGE-LEVEL SCHOLAR SPEAKERS. CSF DC ALSO PROVIDES SUMMER ACADEMIC ENRICHMENT PROGRAMMING THROUGH RESIDENTIAL COLLEGE EXPERIENCES THAT INTRODUCE STUDENTS TO COLLEGE ENVIRONMENTS AND OFFER WORKSHOPS ON THE FINANCIAL AID PROCESS, ACADEMIC PLANNING, MENTORING, AND SOCIAL AND NETWORKING SKILL DEVELOPMENT. 204386 43152 71757 POLICY, ADVOCACY, AND COALITION BUILDINGGOALS: ADVOCATE FOR POLICY CHANGE AND CREATE COLLEGE ACCESS NETWORKCSF DC SERVES AS A KEY PROPONENT FOR POLICY CHANGES THAT WILL ENABLE MORE LOW-INCOME STUDENTS TO GRADUATE FROM HIGH SCHOOL COLLEGE- AND CAREER-READY. CSF DC IS HELPING TO BUILD A DISTRICT-WIDE COALITION IN THE DISTRICT OF COLUMBIA, WORKING WITH LOCAL ORGANIZATIONS TO SUPPORT COLLEGE ACCESS AND COMPLETION FOR LOW-INCOME STUDENTS. THE POLICY AGENDA IS TO:-SUPPORT COLLEGE READINESS STRATEGIES, MORE RIGOROUS COLLEGE PREPARATORY CURRICULA, AND IMPROVEMENTS IN INSTRUCTION.-CATALYZE IMPROVED ALIGNMENT OF SECONDARY AND POST-SECONDARY SUPPORTS.-INCREASE NEED-BASED FINANCIAL AID AND COLLEGE ACCESS AT THE STATE AND FEDERAL LEVELS. SPECIFICALLY, CSF DC IS LEADING EFFORTS TO ORGANIZE THE DOUBLE THE NUMBERS NETWORK, BRINGING COLLEGE ACCESS PROVIDERS TOGETHER WITH THE WORKFORCE DEVELOPMENT COMMUNITY TO COORDINATE AND ENHANCE SUPPORTS AND SERVICES FOR LOW-INCOME STUDENTS. 204386 43152 71757 10190743 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 18 0 1 67 1 0 0 0 0 0 1 1 0 0 0 0 0 X 16 14 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ VA MD X JOHN MCDOWELL 4254162000 1605 NW SAMMAMISH ROAD SUITE 200 ISSAQUAH WA 98027 X BOB CRAVES 20.00 X X 0 141435 23955 JOSEPH GAFFNEY 2.00 X X 0 0 0 EMILY BLOOMFIELD 1.50 X 0 0 0 DERRICK BURTON 1.50 X 0 0 0 DONALD GRAHAM 1.50 X 0 0 0 MICHELE HAGANS 1.50 X 0 0 0 FRED HUMPHRIES 1.50 X 0 0 0 JAMES LEE 1.50 X 0 0 0 TED LEONSIS 1.50 X 0 0 0 PATRICIA MCGUIRE 1.50 X 0 0 0 PATRICIA RAIKES 1.50 X 0 0 0 HENRY TAM 1.50 X 0 0 0 RODNEY SLATER 1.50 X 0 0 0 SAM SMITH 1.50 X 0 0 0 DEBORAH WILDS 7.00 X 0 186933 24903 LARRY WRIGHT 1.50 X 0 0 0 HERBERT TILLERY 47.00 X 172737 0 17858 JOHN MCDOWELL 10.00 X 0 125719 18370 172737 454087 85086 1 0 1 0 MCDANIEL COLLEGE 2 COLLEGE HILL WESTMINSTER MD 21157 SUMMER STUDIES PROGRAM 750851 1 513474 4457457 4970931 FEES FROM GOVT AGENCY 900099 671757 671757 671757 2442 2442 103 -103 -103 -103 6560 513474 63745 -57185 -57185 OTHER PROCESSING FEES 900099 11 11 11 5587853 671757 0 -54835 90028 90028 6957534 6957534 190595 76238 28589 85768 1255657 1042345 113614 99698 104333 81402 12066 10865 110906 80731 13350 16825 114196 82930 13763 17503 3431 360 3071 4130 4130 35417 35417 2338 2338 1045518 662798 247720 135000 134678 128708 5970 12772 12772 161378 95408 26246 39724 33214 33214 EVENT EXPENSES 658460 658460 STAFF EXPENSES 228104 205454 11325 11325 VOLUNTEER EXPENSES 15575 15575 REPAIRS AND MAINTENANCE 4613 4613 11162877 10190743 520009 452125 1966487 2809989 83122070 79563640 578271 3643 22909 28182 309661 177163 147323 132498 85837060 82537952 255811 186068 8326218 16689792 8582029 16875860 X 31922 657586 77223109 65004506 77255031 65662092 85837060 82537952 X -5575024 -6017915 X 0 1 1 X 1 1 X X X X 0 0 0 COLLEGE SUCCESS FDN 912036088 7 1 1 1 10190743 1 10190743 SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SCHEDULE A, PART I, LINE H, COLUMN (VII) - AMOUNT OF SUPPORT PAID AMOUNTS FOR THE BENEFIT OF COLLEGE SUCCESS FOUNDATION: $ 9,655,880 EXPENSES PAID TO COLLEGE SUCCESS FOUNDATION: 534,863 TOTAL: $10,190,743 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 35417 35417 11191204 11226621 711331 177833 0 0 711331 711331 1066997 35417 35417 177833 177833 266750 309661 177163 132498 132498 DUE TO CSF 202483 SCHOLARSHIP COMMITMENTS 16487309 16689792 5587853 11162877 -5575024 -6017915 11782005 5764090 189066 26082535 133600 20895945 21029545 5052990 534863 534863 5587853 25893468 133600 15161747 15295347 10598121 564756 564756 11162877 PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN NET ASSETS FROM AFFILIATES 11,782,005. PART XII, LINE 2D - OTHER ADJUSTMENTS: REVENUE FROM AFFILIATES INCLUDED ON CONSOLIDATED FINANCIAL STATEMENTS 20,925,835. SPECIAL EVENT EXPENSES -29,890. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTERCOMPANY ELIMINATIONS 534,863. PART XIII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM AFFILIATES INCLUDED ON CONSOLIDATED FINANCIAL STATEMENTS 15,161,747. PART XIII, LINE 4B - OTHER ADJUSTMENTS: INTERCOMPANY ELIMINATIONS 534,863. SPECIAL EVENT EXPENSES 29,890. ROUNDING 3. COSTCO BREAKFAST 520034 513474 6560 7170 31776 20000 4799 520034 513474 6560 7170 31776 20000 4799 63745 -57185 1 GREATER WASHINGTON URBAN LEAGUE 2901 14TH STREET NW WASHINGTON DC 20009 530208981 501(C)(3) 8500 SPONSORSHIP AT ORGANIZATION EVENT DC CHAMBER OF COMMERCE 506 9TH STREET NW WASHINGTON DC 20004 237158230 501(C)(6) 7500 SPONSORSHIP AT ORGANIZATION EVENT CENTRO MARIA RESIDENCE 650 JACKSON STREET NE WASHINGTON DC 20017 522090556 501(C)(3) 5280 HOUSING ASSISTANCE TO STUDENTS 2 1 GATES DC ACHIEVERS SCHOLARSHIP GRANT 429 6848828 FMV SCHOLARSHIPS DC LEADERSHIP 1000 SCHOLARSHIP GRANT 51 108706 FMV SCHOLARSHIPS PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: COLLEGE SUCCESS FOUNDATION - DISTRICT OF COLUMBIA USES A COMBINATION OF EXTERNAL REVIEWERS AND SMALL WORKING GROUPS FOR SELECTION OF GRANTEES AND SCHOLARSHIP RECIPIENTS. IN ADDITION, IT USES PROGRAMMATIC AND FINANCIAL REPORTING FROM GRANTEES TO ENSURE ATTAINMENT OF GRANT OBJECTIVES. X 0 0 0 0 0 0 0 0 0 BOB CRAVES 0 141435 0 0 0 0 0 15000 0 8955 0 165390 0 0 DEBORAH WILDS 0 186933 0 0 0 0 0 18801 0 6102 0 211836 0 0 HERBERT TILLERY 172737 0 0 0 0 0 17274 0 584 0 190595 0 0 0 SUPPLEMENTAL INFORMATION PART III PART I, LINE 3: A RELATED ORGANIZATION DETERMINED THE EMPLOYEE COMPENSATION USING A COMPENSATION COMMITTEE, COMPENSATION STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART I, LINE 6 12 VOLUNTEERS SERVED ON THE BOARD OF DIRECTORS, 180 MENTORED STUDENTS IN OUR PROGRAMS, 90 READ SCHOLARSHIP APPLICATIONS, AND 25 INTERVIEWED SCHOLARSHIP APPLICANTS. FORM 990, PART VI, SECTION A, LINE 6 COLLEGE SUCCESS FOUNDATION IS THE SOLE MEMBER OF CSF DC. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER, COLLEGE SUCCESS FOUNDATION, APPOINTS ITS BOARD CHAIR, CHIEF OPERATING OFFICER AND BOARD SECRETARY TO THE CSF DC BOARD. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER APPROVES THE ELECTION OF THE CSF DC BOARD MEMBERS. UPON DISSOLUTION, THE SOLE MEMBER'S BOARD MEMBERS HAVE THE RESPONSIBILITY OF DISTRIBUTING THE REMAINGING ASSETS OF CSF DC. FORM 990, PART VI, SECTION B, LINE 11 THE REVIEW PROCESS INCLUDES A DETAILED REVIEW BY THE CONTROLLER AND THE CFO OF COLLEGE SUCCESS FOUNDATION (CONTROLLING ENTITY), ALONG WITH THE PRESIDENT AND EXECUTIVE DIRECTOR. THE FORM 900 IS ALSO REVIEWED BY COLLEGE SUCCESS FOUNDATION'S BOARD FINANCE COMMITTEE, INCLUDING THE CHAIRPERSON OF THE CSF BOARD. SUBSEQUENT TO THE REVIEW BY THE FINANCE COMMITTEE AND PRIOR TO THE FILING OF THE RETURN, ALL BOARD MEMBERS RECEIVE A COPY OF THE 990 FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST QUESTIONNAIRES ARE REQUESTED OF ALL DIRECTORS ANNUALLY AND FOR NEW DIRECTORS AT THE TIME THEY JOIN THE BOARD. IF A CONFLICT ARISES, THE BOARD MEMBER RECUSES THEMSELVES FROM THE DISCUSSION AND VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE ENTIRE STAFF'S SALARY, INCLUDING MANAGEMENT'S, ARE REVIEWED BY THE PERSONNEL AND COMPENSATION COMMITTEE OF COLLEGE SUCCESS FOUNDATION (CONTROLLING ENTITY) AND APPROVED BY THE BOARD. IF INCREASES FOR ALL STAFF ARE APPROVED BY THE BOARD, EACH INDIVIDUAL IS REVIEWED IN THE ADMINISTRATION PROCESS OF INCREASES BY THE COLLEGE SUCCESS FOUNDATION CEO AND BOARD CHAIR. COMPENSATION INCREASES WERE LAST APPROVED AT THE JANUARY 2012 BOARD MEETING. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, COLUMN (B) THE ESTIMATED AVERAGE HOURS PER WEEK DEVOTED BY THE FOLLOWING INDIVIDUALS TO RELATED ORGANIZATIONS ARE AS LISTED: HERB TILLERY PRESIDENT/COO 3.0 HOURS BOB CRAVES CHAIRMAN 30.0 HOURS JOE GAFFNEY SECRETARY 3.5 HOURS DEBORAH WILDS BOARD MEMBER 43.0 HOURS SAM SMITH BOARD MEMBER 3.5 HOURS LARRY WRIGHT BOARD MEMBER 1.5 HOURS JOHN MCDOWELL CFO 40.0 HOURS DOUG PICHA BOARD MEMBER 2.0 HOURS PATRICIA RAIKES BOARD MEMBER 2.5 HOURS CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: PRIOR PERIOD ADJUSTMENTS: -6,017,915. COLLEGE SUCCESS FOUNDATION 1605 NW SAMMAMISH ROAD SUITE 200 ISSAQUAH WA 98027 912036088 COLLEGE SCHOLARSHIPS FOR HIGH SCHOOL STUDENTS IN WASHINGTON STATE WA 501(C)(3) 7 N/A 0 WASHINGTON STATE MENTORS 1605 NW SAMMAMISH ROAD SUITE 200 ISSAQUAH WA 98027 208335617 SUPPORT TO WASHINGTON STATE MENTORING ORGANIZATIONS WA 501(C)(3) 11A - TYPE I COLLEGE SUCCESS FOUNDATION 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0