2011-08-12T17:08:44-05:00 2010-12-31 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2010-01-01 205561911 COLLEGE SUCCESS FOUNDATION - DISRICT OF COLUMBIA COLL 4254162000 1605 NW SAMMAMISH ROAD NO 200 ISSAQUAH WA 98027 JOHN MCDOWELL 4254162000 2011-08-01 1 JANE M SEARING 4254544919 2010 2016-02-24 21:20:13Z JOHN MCDOWELL 1605 NW SAMMAMISH ROAD NO 200 ISSAQUAH WA 98027 4549653 0 X WWW.DCCOLLEGESUCCESSFOUNDATION.ORG X 2006 WA THE MISSION OF THE DISTRICT OF COLUMBIA COLLEGE SUCCESS FOUNDATION (DC CSF) IS TO INCREASE THE NUMBER OF COLLEGE GRADUATES AMONG LOW-INCOME YOUTH. DC CSF 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 2010, DC CSF SERVED APPROXIMATELY 1,100 YOUNG PEOPLE FROM MIDDLE SCHOOL THROUGH COLLEGE. 15 9 25 258 0 0 3881722 3932600 131156 596997 15394 7800 -126730 -69976 3901542 4467421 4708397 6226605 0 0 1491061 1598394 0 0 570035 1315753 2533045 7515211 10358044 -3613669 -5890623 89351263 85837060 6205609 8582029 83145654 77255031 X THE MISSION OF THE DISTRICT OF COLUMBIA COLLEGE SUCCESS FOUNDATION (DC CSF) IS TO INCREASE THE NUMBER OF COLLEGE GRADUATES AMONG LOW-INCOME YOUTH. DC CSF 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 2010, DC CSF SERVED APPROXIMATELY 1,100 YOUNG PEOPLE FROM MIDDLE SCHOOL THROUGH COLLEGE. 0 0 231986 EARLY COLLEGE READINESS PROGRAMSGOAL: DEVELOP HIGH SCHOOL-READY AND COLLEGE-AWARE MIDDLE SCHOOLERSDC CSF PROVIDES EARLY CAREER AND COLLEGE AWARENESS BEGINNING IN 7TH GRADE. THROUGH ITS MIDDLE SCHOOL PROGRAMS, DC CSF OFFERS HIGH SCHOOL AND COLLEGE PLANNING INFORMATION, ENCOURAGES STUDENTS TO BEGIN EXPLORING POSSIBLE CAREER OPTIONS, AND PUSHES THEM TOWARDS COLLEGE- AND CAREER-READY ACADEMICS. DC CSF AND OTHER COLLEGE ACCESS PROVIDERS SIGN UP LOW-INCOME 7TH AND 8TH GRADERS FOR EARLY SCHOLARSHIP COMMITMENTS. 1439338 500000 COLLEGE ADVISING & MENTORING PROGRAMSGOAL: PRODUCE COLLEGE-READY HIGH SCHOOL GRADUATESIN HIGH SCHOOL, DC CSF'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. DC CSF WORKS WITH COLLEGES TO ADMINISTER COLLEGE PLACEMENT TESTING AS EARLY AS 10TH GRADE, AND ASSISTS WITH TEST PREPARATION, TRANSCRIPT REVIEWS AND MONITORING STUDENT PROGRESS. DC CSF-RECRUITED MENTORS SERVE AS SUPPORTIVE ADULT ROLE MODELS AND ASSIST WITH HIGH SCHOOL AND COLLEGE PLANNING. DC CSF CPA'S ASSIST STUDENTS IN THE 12TH GRADE WITH THE COLLEGE APPLICATION PROCESS. DC CSF PROVIDES FINANCIAL AID PLANNING AND EDUCATION, INCLUDING ASSISTANCE WITH THE FAFSA, COLLEGE VISITATIONS AND COLLEGE-LEVEL SCHOLAR SPEAKERS. DC CSF ALSO PROVIDES SUMMER ACADEMIC READINESS 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. 7460802 6183045 SCHOLARSHIP AND COLLEGE PROGRAMSGOALS: REMOVE FINANCIAL BARRIERS, INCREASE RETENTION AND GRADUATIONDC CSF'S ADVISING, MENTORING AND ACADEMIC SUPPORTS CONTINUE AS STUDENTS TRANSITION TO COLLEGE. DC CSF 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. DC CSF 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. DC CSF PROVIDES MENTORING FROM COLLEGE FACULTY AND STAFF FOR EACH SCHOLAR FOR THEIR FIRST TWO YEARS OF COLLEGE THROUGH CONTRACTUAL AGREEMENTS WITH COLLEGES AND UNIVERSITIES. DC CSF 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. DC CSF REDUCES FINANCIAL BARRIERS LOW-INCOME STUDENTS FACE BY AWARDING NEED-BASED SCHOLARSHIPS. AT THE END OF 2010 DC CSF HAD AWARDED 556 SCHOLARSHIPS. ADDITIONALLY, DC CSF DESIGNS AND MARKETS SCHOLARSHIP APPLICATION MATERIALS, DEVELOPS SCHOLARSHIP SELECTION PROCESSES TARGETED AT THE NON-TRADITIONAL COLLEGE APPLICANT, AND CREATES SCORING RUBRICS THAT CONSIDER VARIABLES REQUIRED BY THE FUNDER AND THAT INCLUDE TRADITIONAL AND NON-TRADITIONAL SELECTION CRITERIA. DC CSF ALSO MANAGES WRITTEN AGREEMENTS WITH COLLEGE PARTNERS AND AWARDS SCHOLARSHIPS AS "LAST-IN" SCHOLARSHIP/GRANT FUNDS. DC CSF TRACKS ITS SCHOLARSHIP AWARDS AND SCHOLARS THROUGH A STUDENT DATA MANAGEMENT SYSTEM, WHILE RESPONDING TO INDIVIDUAL SCHOLAR'S FINANCIAL SITUATIONS AND NEEDS. 230943 43560 96997 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 AND COLLEGE - 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, DC CSF 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. 230943 43560 96997 9363069 1 1 0 1 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 1 1 0 0 0 0 1 0 0 0 0 1 54 0 1 25 1 0 0 0 0 0 1 1 0 0 0 0 0 X 15 9 0 0 0 0 0 0 0 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 10.00 X X 0 141369 23222 JOSEPH GAFFNEY 1.50 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 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 5.00 X 0 187288 24223 LARRY WRIGHT 1.50 X 0 0 0 HERBERT TILLERY 40.00 X 170232 0 17023 JOHN MCDOWELL 4.50 X 0 112756 16515 170232 441413 80983 1 0 1 0 MCDANIEL COLLEGE 2 COLLEGE HILL WESTMINSTER MD 21157 ACADEMIC INSTRUCTION AND FACILITIES 611883 1 503885 40000 3388715 29299 3932600 FEES FROM GOVT AGENCY 900099 596997 596997 596997 7800 7800 12221 503885 82232 -70011 -70011 OTHER PROCESSING FEES 900099 35 35 35 4467421 596997 0 -62176 248981 248981 5977624 5977624 187255 74902 28088 84265 1098208 929733 50300 118175 100788 82014 5570 13204 111609 84148 7696 19765 100534 75798 6932 17804 1663 1420 243 5360 5360 96730 96730 2038 2038 459510 459454 56 235716 178852 12014 44850 18086 18086 177245 107456 19817 49972 32539 32539 TRAININGS 658660 658660 ADMINISTRATIVE FEES 513947 163238 245709 105000 STAFF EXPENSES 167225 151853 7686 7686 EVENT EXPENSES 160311 147727 12584 VOLUNTEER EXPENSES 3123 3123 892 892 10358044 9363069 424940 570035 8961049 1966487 80171251 83122070 131156 578271 22874 22909 302729 155406 64933 147323 89351263 85837060 106485 255811 6099124 8326218 6205609 8582029 X 66992 31922 83078662 77223109 83145654 77255031 89351263 85837060 -5890623 0 X 0 1 1 X 1 1 X X X X 0 0 0 COLLEGE SUCCESS FDN 912036088 7 1 1 1 9463069 1 9463069 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: $8,819,482 EXPENSES PAID TO COLLEGE SUCCESS FOUNDATION: 543,587 SOFTWARE IMPLEMENTATION PAID TO COLLEGE SUCCESS FNDN: 100,000 TOTAL: $9,463,069 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 96730 0 0 96730 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: PART II-B, LINE 1G: LOBBYING EXPENSES WERE PAID TO DENNY MILLER AND ASSOCIATES. 302729 155406 147323 147323 SCHOLARSHIP COMMITMENTS 8122848 DUE TO CSF 203370 8326218 4467421 10358044 -5890623 448065 448065 -5442558 21327180 17063578 17063578 4263602 203819 203819 4467421 26769738 17119100 17119100 9650638 707406 707406 10358044 PART XI, LINE 8 - OTHER ADJUSTMENTS: NET REVENUE/(LOSS) FROM AFFILIATES -55,522. INTERCOMPANY ELIMINATIONS 503,587. PART XII, LINE 2D - OTHER ADJUSTMENTS: REVENUE FROM AFFILIATES INCLUDED ON CONSOLIDATED FINANCIAL STATEMENTS 17,063,578. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTERCO GRANTS ELIMINATED 40,000. REVENUE CLASSIFIED AS EXPENSE FOR AUDIT PURPOSES 3,498. SPECIAL EVENT DEDUCTIONS 160,321. PART XIII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM AFFILIATES INCLUDED ON CONSOLIDATED FINANCIAL STATEMENTS 17,119,100. PART XIII, LINE 4B - OTHER ADJUSTMENTS: INTERCOMPANY ADMINISTRATIVE FEES 513,947. INTERCOMPANY SERVICE FEES 29,640. REVENUE CLASSIFIED AS EXPENSE FOR AUDIT PURPOSES 3,498. SPECIAL EVENT DEDUCTIONS 160,321. COSTCO BREAKFAST 516106 503885 12221 7350 24021 50861 516106 503885 12221 7350 24021 50861 82232 -70011 1 CATHOLIC UNIVERSITY 620 MICHIGAN AVENUE NE WASHINGTON DC 20064 530196583 501(C)(3) 45000 GRANT TO UNIVERSITY FOR STUDENT USE DC COLLEGE ACCESS PROGRAM 1029 FERMONT AVENUE NW SUITE 400 WASHINGTON DC 20005 522132835 501(C)(3) 147737 SHARE OF DC COSTCO EVENT CONTRIBUTIONS TO DC-CAP AS CO SPONSOR OF EVENT CENTRO MARIA RESIDENCE 650 JACKSON STREET NE WASHINGTON DC 20017 522090556 501(C)(3) 5765 HOUSING ASSISTANCE FOR HOMELESS COLLEGE STUDENTS 3 0 GATES DC ACHIEVERS SCHOLARSHIP GRANT 333 3208624 FMV SCHOLARSHIPS DC LEGACY SCHOLARSHIP GRANT 35 207254 FMV SCHOLARSHIPS PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: DISTRICT OF COLLEGE SUCCESS FOUNDATION 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. OTHER INFORMATION: PART IV: RECONCILIATION OF SCHEDULE I - PART III TO FORM 990 - PART IX, LINE 2: TOTAL GRANTS PER SCHEDULE I, PART III $3,415,878 ADD ACCRUED SCHOLORSHIPS RECEIVED FROM PRIOR YEAR: DC ACHIEVERS ACCRUED SCHOLARSHIP PAYABLE $2,529,007 DC LEADERSHIP 1000 ACCRUED SCHOLARSHIP PAYABLE $32,739 TOTAL GRANTS PAID REPORTED ON FORM 990 PART IX - LINE 2: $5,977,624 SCHEDULE I, PART II: THE GRANT TO DC COLLEGE ACCESS PROGRAM WAS A GRANT FOR THE FUNDRAISING EVENTS AND IS REPORTED AS PART OF THE FUNDRAISING EXPENSES. X 0 0 0 0 0 0 0 0 0 BOB CRAVES 0 141369 0 0 0 0 0 15000 0 8222 0 164591 0 0 DEBORAH WILDS 0 187288 0 0 0 0 0 18801 0 5422 0 211511 0 0 HERBERT TILLERY 170232 0 0 0 0 0 17023 0 0 0 187255 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. COLLEGE SUCCESS FOUNDATION 6 BOARD MEMBERS IN COMMON (40% CONTROL) 643587 SERVICE LEVEL AGREEMENT ($543,587) AND SOFTWARE DEVELOPMENT/IMPLEMENTATION PROJECT ($100,000). 0 X MATERIALS 4 29299 FAIR MARKET VALUE 0 0 0 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): SCHEDULE M, PART I, COLUMN (B): THE NUMBER OF CONTRIBUTORS REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED DURING THE YEAR. FORM 990, PART VI, SECTION B, LINE 11 THE REVIEW PROCESS INCLUDES A DETAILED REVIEW BY THE CONTROLLER AND CFO WITH THE CHAIRMAN OF DISTRICT OF COLUMBIA COLLEGE SUCCESS FOUNDATION AND THEN THE PRESIDENT AND CEO OF COLLEGE SUCCESS FOUNDATION, THE PARENT. THE FORM 990 IS THEN REVIEWED WITH THE PARENT'S FINANCE COMMITTEE, INCLUDING THE CHAIRPERSON, WHO IS AN OUTSIDE DIRECTOR. 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 PARENT'S BOARD PERSONNEL COMMITTEE APPROVES THE ANNUAL BUDGET FOR SALARIES AND WAGES FOR ALL EMPLOYEES AND INDIVIDUALLY FOR THE CHAIRMAN. THE PARENT'S CHAIRMAN AND PRESIDENT APPROVE THE SALARIES AND HOURLY RATES FOR ALL EMPLOYEES. 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: BOB CRAVES CHAIRMAN 30.0 HOURS JOE GAFFNEY SECRETARY 2.0 HOURS DEBORAH WILDS BOARD MEMBER 35.0 HOURS SAM SMITH BOARD MEMBER 2.0 HOURS LARRY WRIGHT BOARD MEMBER 1.5 HOURS PATRICIA RAIKES BOARD MEMBER 1.5 HOURS JOHN MCDOWELL CFO 35.5 HOURS 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 1 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0