2011-05-16T13:32:27-05:00 2010-09-30 DIXON HUGHES GOODMAN LLP 1430 SPRING HILL ROAD STE 300 MCLEAN VA 221023018 990 2009-10-01 521962712 Service Corps of Retired Executives Foundation SERV 8006340245 1175 Herndon Parkway No 900 Herndon VA 20170 Mark J Dobosz 8006340245 2011-05-16 1 DAVID L JOHNSON 7039700400 2009 2016-02-24 21:20:13Z Mark J Dobosz 1175 Herndon Parkway No 900 Herndon VA 20170 2837693 0 X WWW.SCOREFOUNDATION.ORG X 1996 DC SUPPORTING AFFILIATE OF SCORE ASSOCIATION AND ITS VOLUNTEER CORPS 19 19 0 0 0 0 1676249 2711028 0 3158 3100 0 1679407 2714128 145245 149879 0 0 0 478463 826869 1969885 972114 2119764 707293 594364 1308580 2181439 146726 425221 1161854 1756218 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 1441658 149879 SUPPORT FOR THE BENEFIT OF SCORE ASSOCIATION AND ITS VOLUNTEER CORPS TO ENSURE BUSINESS COUNSELING AND TRAINING FOR SMALL BUSINESSES ACROSS AMERICA. 1441658 1 1 0 1 0 0 0 0 1 1 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 1 2 0 1 0 1 0 0 0 0 0 1 1 0 0 0 19 19 0 1 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 X MARK J DOBOSZ 8006340245 1175 Herndon Parkway No 900 Herndon VA 20170 X MICHAEL MENDEZ X 0 0 0 BARBARA LIPPARD X 0 0 0 Edie Fraser X 0 0 0 FRED ABOOD X 0 0 0 Dedra Johanneson X 0 0 0 MARTIN BAUMANN X 0 0 0 Philip N Malcolm III X 0 0 0 JOHN CARDEN X 0 0 0 Hal Shelton X X 0 0 0 KEITH OGATA X 0 0 0 Marilyn Tam X 0 0 0 Larry Pelka X 0 0 0 GAIL BLAKE X 0 0 0 RIDGELY EVERS X 0 0 0 WILLIAM FINNERTY X 0 0 0 GAIL GOODMAN X 0 0 0 JOSHUA SMITH X 0 0 0 ROBERT ST ANGELO X X 0 0 0 Mark J Dobosz 40.00 X 0 0 0 W Kenneth Yancey 0.00 X 0 282847 13191 0 282847 13191 0 0 1 0 COULTER NONPROFIT MANAGEMENT 1760 Old Meadow Road Suite 500 McLean VA 22102 EVENT PRODUCTION SERVICES 470498 1 68406 2642622 2711028 3100 3100 123565 68406 123565 0 2714128 0 0 3100 149879 149879 558784 27939 111757 419088 22150 22150 65129 65129 11075 2769 8306 37270 12312 24958 8655 7546 1109 30000 7500 22500 1470 1470 SCORE PROGRAM SUPPORT 1198711 1198711 Bad Debts 17395 17395 Taxes and Licenses 16744 16744 Donor Recognition 2502 2502 2119764 1441658 199643 478463 47354 296262 326004 1334580 933752 547334 1470 3263 1308580 2181439 21228 300221 125498 125000 146726 425221 X 281452 125541 880402 1630677 1161854 1756218 1308580 2181439 X 0 1 1 X 0 X X 0 0 0 SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION 521067290 7 1 1348588 1 1348588 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 65129 0 0 65129 0 130580 130580 123530 7050 130580 1.00000 0 0 0 PLEDGE PAYABLE TO SCORE 125000 125000 2714128 2119764 594364 0 594364 2837693 123565 123565 2714128 0 2714128 2243327 123563 123563 2119764 0 2119764 Part X: Description of Uncertain Tax Positions Under FIN 48: THE ORGANIZATION HAD NO LIABILITY FOR UNCERTAIN TAX POSITIONS 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 191971 68406 123565 123565 191971 68406 123565 123565 123565 0 1 Service Corps of Retired Executives Association 1175 Herndon Pkwy STE 900 Herndon VA 20170 521067290 501(C)(3) 148879 SUPPORT VOLUNTEER CORPS. 1 1 X X X X 0 0 0 0 0 0 0 0 0 W Kenneth Yancey 0 282847 0 0 0 0 0 0 0 13191 0 296038 0 0 Form 990, Part VI, Section A, line 3 DURING 2009 THE FOUNDATION RETAINED THE COULTER COMPANY TO MANAGE FUNDRAISING AND EVENTS PRODUCTION. THE EXECUTIVE DIRECTOR OF THE FOUNDATION WAS EMPLOYED BY THE COULTER COMPANY FOR THAT PORTION OF THE YEAR UNDER MANAGEMENT CONTRACT. 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 annually for the board, members of the board are required to sign the Code of Ethics. It is consistently monitored because any member's violation of the Code of Ethics is immediately examined. Form 990, Part VI, Section B, line 15 Executive compensation of the related organization 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 MEMBERS OF THE PUBLIC. THE ANNUAL REPORT IS MADE AVAILABLE TO MEMBERS OF THE PUBLIC ON THE FOUNDATION'S WEBSITE. Form 990, PART XI, 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 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION B 149879