2011-07-15T11:06:39-05:00 2010-12-31 FRANK & COMPANY PC 1360 BEVERLY ROAD SUITE 300 MCLEAN VA 22101 990 2010-01-01 521279689 THE SOURCE FOR LEARNING INC SOUR 7038609200 12355 SUNRISE VALLEY DRIVE NO 625 RESTON VA 201911532 STEVEN GORSKI 7038609200 2011-07-18 1 MARNETTE MYERS 7038210702 2010 2016-02-24 21:20:13Z X STEVEN J GORSKI 12355 SUNRISE VALLEY DRIVE NO 625 RESTON VA 201911532 11398841 0 3296 X WWW.SOURCEFORLEARNING.ORG X 1979 VA TO PROVIDE HIGH-QUALITY, TECHNOLOGY-BASED CONTENT AND SERVICES THAT ENHANCE LEARNING FOR ALL CHILDREN, AND TO EMPOWER TEACHERS, CHILD CARE PROVIDERS, AND PARENTS TO SUPPORT THAT LEARNING. 18 16 12 0 0 0 391641 369025 34715 47740 180656 1812171 1309835 1378529 1916847 3607465 38695 65389 0 0 1231903 1383072 0 0 167309 881582 1001655 2152180 2450116 -235333 1157349 27908117 28581900 4941025 4703533 22967092 23878367 X TO PROVIDE HIGH-QUALITY, TECHNOLOGY-BASED CONTENT AND SERVICES THAT ENHANCE LEARNING FOR ALL CHILDREN, AND TO EMPOWER TEACHERS, CHILD CARE PROVIDERS, AND PARENTS TO SUPPORT THAT LEARNING. AN IMPORTANT PART OF THE MISSION IS TO INCREASE ACCESS TO OUR SERVICES TO UNDERSERVED CHILDREN AND ADULTS. 0 0 288663 EDUCATIONAL BROADBAND SERVICES: A FREE TEACHER RESOURCE SERVICE TO AFFILIATED SCHOOL SYSTEMS FOR K-12 EDUCATORS FOR CLASSROOM USE AND PROFESSIONAL DEVELOPMENT. 1615465 47740 ON-LINE EDUCATIONAL ACTIVITIES: TEACHERSFIRST.COM IS A FREE WEBSITE CREATED TO HELP TEACHERS FIND RESOURCES FOR USE IN THEIR CLASSROOM AND FOR PROFESSIONAL DEVELOPMENT. TEACHERSANDFAMILIES.COM IS A WEBSITE PROVIDING LEARNING OPPORTUNITIES FOR STUDENTS AND INFORMATION FOR ADULTS TO IMPROVE LEARNING FOR THEIR CHILDREN. PRESCHOOLFIRST.COM IS A CURRICULUM RESOURCE AND ASSESSMENT TOOL TO TRACK THE LEARNING AND DEVELOPMENT OF CHILDREN FROM 0-66 MONTHS OF AGE. GROWUPLEARNING.COM IS A WEBSITE FOR PARENTS TO HELP THEIR INFANT, TODDLER, OR PRESCHOOL CHILD GROW AND DEVELOP COGNITIVELY, PHYSICALLY, AND SOCIALLY THROUGH GROWUPLEARNING PLAY ACTIVITIES BUILT INTO THE REGULAR FAMILY ROUTINE AT HOME. SOURCEFORLEARNING.COM IS THE CORPORATE SITE FOR THE SOURCE FOR LEARNING, INC., AND PROVIDES INFORMATION ABOUT THE ORGANIZATION AND THE PRODUCTS AND SERVICES BEING OFFERED TO TEACHERS, STUDENTS AND PARENTS TO ENHANCE LEARNING. 82059 65389 ASSISTANCE TO AFFILIATES: ROYALTY SHARING, GRANTS, AND EQUIPMENT TO "PARTNER" SCHOOL SYSTEMS. 1986187 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 29 0 12 1 0 0 0 0 0 0 0 0 X 18 16 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 VA X THE SOURCE FOR LEARNING INC 7038609200 12355 SUNRISE VALLEY DR STE 625 RESTON VA 20191 STEVEN J GORSKI 40.00 X X 199069 0 87520 WILLIAM H HARRISPHD 2.00 X X 0 0 0 CARLOS A GONZALEZ 2.00 X X 0 0 0 LTG JULIUS BECTONJRRET 2.00 X X 0 0 0 ROBERT J RINI 2.00 X X 0 0 0 MARCIA A BEXLEY 2.00 X 0 0 0 JANET K BLACKPHD 2.00 X 0 0 0 DALE BRAZALE 2.00 X 0 0 0 BETTINA CURTIS 2.00 X 0 0 0 COL JOHN A GOETZRET 2.00 X 0 0 0 WILLIAM M HILSMAN 2.00 X 0 0 0 CONGRESSMAN LOU FREY JR ESQ 2.00 X 0 0 0 LEO SAYAVEDRAPHD 2.00 X 0 0 0 DORIS VOITIER 2.00 X 0 0 0 CARTER D WARDPHD 2.00 X 0 0 0 MG ROBERT L NABORSRET 2.00 X 0 0 0 CLIFFORD B JANEYEDD 2.00 X 0 0 0 LTG WILLIAM J HILSMAN RET 2.00 X 0 0 0 DAVID SHIVELY 40.00 X 127189 0 29409 MARI BLAUSTEIN 40.00 X 102610 0 34711 428868 0 151640 3 0 1 0 0 369025 369025 ON-LINE EDUCATIONAL AC 611710 47740 47740 47740 525139 525139 1369241 1369241 8642545 435863 7791376 851169 435863 1287032 1287032 MISCELLANEOUS INCOME 900099 9288 9288 9288 3607465 1334772 0 1903668 65389 65389 286588 228396 39487 18705 857620 675528 86376 95716 79529 62828 8748 7953 84871 67048 9336 8487 74464 58827 8191 7446 35370 34516 854 38369 32571 3037 2761 107665 106522 599 544 231703 220164 6044 5495 67891 50953 15807 1131 84783 79396 2822 2565 96608 76320 10627 9661 97474 59678 37382 414 23850 18841 2624 2385 31399 24805 3454 3140 PROGRAMMING 88123 88123 BAD DEBT 59406 59406 MISCELLANEOUS 21879 20319 712 848 PROJECT AND DEVELOPMENT 12025 11903 64 58 GRANT DEVELOPMENT 4060 4060 1050 1050 2450116 1986187 296620 167309 924834 794961 203689 66743 12706134 10945137 9590 33985 249249 95877 91978 153372 13952729 16518845 19163 68857 27908117 28581900 59717 112604 4881308 4590929 4941025 4703533 X 22956621 23878367 10471 0 22967092 23878367 27908117 28581900 X 1157349 -246074 X 0 1 0 X 0 X 520000 19200 296661 391641 369025 1596527 520000 19200 296661 391641 369025 1596527 1596527 1123534 1766073 1612562 1606384 1894380 8002933 23306 1104 9288 33698 9633158 160874 0.16570 0.19110 X THE ORGANIZATION DOES NOT RECEIVE MORE THAN 33 1/3% OF ITS TOTAL SUPPORT FOR THE PERIOD FROM PUBLIC SOURCES. HOWEVER, THE ORGANIZATION DOES RECEIVE AT LEAST 10% OF ITS SUPPORT FROM THE GENERAL PUBLIC. FURTHER, ACCORDING TO APPLICABLE REGULATIONS, THE ORGANIZATION BELIEVES IT IS PUBLICLY SUPPORTED.THE FIRST PRONG OF THE TEST IS MET BECAUSE IN 2007, THE ORGANIZATION RECEIVED 20.701% OF ITS SUPPORT FROM THE PUBLIC. THE SECOND PRONG OF THE TEST IS MET BECAUSE THE ORGANIZATION MEETS OTHER FACTORS THAT TEND TO SHOW IT IS ORGANIZED AND OPERATED TO ATTRACT PUBLIC AND GOVERNMENTAL SUPPORT ON A CONTINUING BASIS.THE FIRST FACTOR TO CONSIDER WITH REGARD TO THE PUBLICLY SUPPORTED STATUS OF THE ORGANIZATION IS THE FACT THAT THE ORGANIZATION'S SUPPORT IS DERIVED FROM A REPRESENTATIVE NUMBER OF PERSONS AND ORGANIZATIONS, RATHER THAN FROM MEMBERS OF A SINGLE FAMILY. ALSO, THE ORGANIZATION'S GOVERNING BODY REPRESENTS THE BROAD INTERESTS OF THE PUBLIC RATHER THAN THE PRIVATE INTERESTS OF A LIMITED NUMBER OF DONORS. THE BROAD INTERESTS OF THE PUBLIC ARE SERVED BY THE GOVERNING BODY BECAUSE IT IS COMPRISED OF UNRELATED PERSONS WITH EXPERTISE IN THE ORGANIZATION'S FIELD OF OPERATION. MANY OF THE MEMBERS OF THE BOARD WORK IN PUBLIC SCHOOL SYSTEMS AS WELL AS PUBLICLY FUNDED UNIVERSITIES. OTHERS WORK FOR INTERNATIONALLY RECOGNIZED COMPANIES THAT PROVIDE EDUCATIONAL AND COMMUNICATION RESOURCES TO THE PUBLIC.THE FINAL FACTOR SUPPORTING THE ORGANIZATION'S PUBLICLY SUPPORTED STATUS IS THE FACT THAT ITS ACTIVITIES APPEAL TO PERSONS HAVING A BROAD COMMON INTEREST IN EDUCATION. THE ORGANIZATION PROVIDES EDUCATIONAL SERVICES BY WAY OF TELECOMMUNICATION SYSTEMS. EDUCATIONAL BROADBAND DISTRIBUTION FACILITIES ARE ESTABLISHED AND MAINTAINED IN VARIOUS LOCALITIES AROUND THE COUNTRY TO DISTRIBUTE PROGRAMMING TO A WIDE BASE OF INDIVIDUALS, PRIMARILY UNDERSERVED URBAN YOUTH.THE ORGANIZATION ALSO MAINTAINS FIVE INTERNET WEBSITES. TEACHERSFIRST.COM IS A FREE WEBSITE CREATED FOR THE EASY RETRIEVAL OF QUALITY K-12 EDUCATIONAL RESOURCES FOR USE IN CLASSROOMS AND FOR TEACHER PROFESSIONAL DEVELOPMENT. TEACHERSANDFAMILIES.COM IS A WEBSITE CREATED BY TEACHERS TO PROVIDE LEARNING OPPORTUNITIES FOR PRESCHOOL THROUGH HIGH SCHOOL STUDENTS AND TO OFFER INFORMATION TO ASSIST PARENTS IMPROVE LEARNING FOR THEIR CHILDREN. PRESCHOOLFIRST.COM IS A CURRICULUM RESOURCE AND ASSESSMENT TOOL TO TRACK THE LEARNING AND DEVELOPMENT OF CHILDREN FROM 0 TO 66 MONTHS OF AGE. GROWUPLEARNING.COM IS A WEBSITE FOR PARENTS TO HELP THEIR INFANT, TODDLER, OR PRESCHOOL CHILD GROW AND DEVELOP COGNITIVELY, PHYSICALLY, AND SOCIALLY THROUGH GROWUPLEARNING PLAY ACTIVITIES BUILT INTO THE REGULAR FAMILY ROUTINE AT HOME. SOURCEFORLEARNING.COM IS THE CORPORATE SITE FOR THE SOURCE FOR LEARNING, INC., AND PROVIDES INFORMATION ABOUT THE ORGANIZATION AND THE PRODUCTS AND SERVICES BEING OFFERED TO TEACHERS, STUDENTS AND PARENTS TO ENHANCE LEARNING. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 92881 72562 20319 156368 23315 133053 153372 MUTUAL FUND 12755326 F FIXED INCOME 611561 F COMMON STOCK/OPTIONS 2403604 F ALTERNATIVE INVESTMENT FUNDS 748354 F 16518845 3607465 2450116 1157349 -157325 -88749 -246074 911275 3375529 -157325 14138 -143187 3518716 88749 88749 3607465 2464254 14138 14138 2450116 0 2450116 1 ARCHDIOCESE OF ST LOUIS 4532 LINDELL BLVD ST LOUIS MO 63108 430653270 501(C)(3) 65389 EDUCATIONAL IMPROVEMENTS 1 0 X 0 1 X X X X X 0 0 0 0 0 0 0 1 0 STEVEN J GORSKI 183756 0 15313 0 0 0 55102 0 32418 0 286589 0 0 0 DAVID SHIVELY 100101 0 5088 0 22000 0 13500 0 15909 0 156598 0 0 0 PART I, LINE 1B THE ORGANIZATION DOES NOT HAVE A WRITTEN POLICY FOR GUEST OR STAFF TRAVEL. THE ORGANIZATION DOES REQUIRE SUBSTANTIATION PRIOR TO REIMBURSING THE EMPLOYEE AND/OR BOARD MEMBER. THE REIMBURSEMENT OF GUEST TRAVEL WAS APPROVED BY THE BOARD. PART I, LINE 7 THE BOARD AUTHORIZES THE PRESIDENT/CEO TO DETERMINE BONUSES. ANGELA RICHARDSON FAMILY MEMBER OF STEVEN J. GORSKI, PRESIDENT/CEO 38566 INDEPENDENT CONTRACTOR 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBER WILLIAM J. HILSMAN IS THE FATHER OF BOARD MEMBER WILLIAM M. HILSMAN. FORM 990, PART VI, SECTION B, LINE 11 PRIOR TO FILING, A COPY OF THE FORM 990 IS EMAILED TO EACH BOARD MEMBER. A CONFERENCE CALL IS HELD TO DISCUSS THE RETURN BEFORE BEING FILED. THE PRESIDENT AND THE CONTROLLER REVIEW THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY - REVIEWED AND ACKNOWLEDGED ANNUALLY BY OFFICERS AND DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE COMMITTEE REVIEW OF CONTRACT AND SALARY REQUIREMENTS BASED ON SALARY COMPARISON DATA PROVIDED BY INDEPENDENT SURVEY AND CONTEMPORANEOUS DOCUMENTATION OF THE DECISION WAS MADE BY THE COMMITTEE FOR THE PRESIDENT/CEO EMPLOYMENT CONTRACT. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS POSTED ON GUIDESTAR, COPIES ARE AVAILABLE UPON REQUEST. THE COPIES OF THE 990 AND FORM 1023 ARE AVAILABLE FOR REVIEW, UPON REQUEST. OTHER GOVERNING DOCUMENTS MAY BE AVAILABLE UPON REQUEST TO THE ORGANIZATION. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -157,325. INVESTMENT EXPENSES: -88,749. TOTAL TO FORM 990, PART XI, LINE 5: -246,074.