STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

SPARTANBURG ACADEMIC MOVEMENT: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SPARTANBURG ACADEMIC MOVEMENT (EIN 45-2104341)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-10-17
IRS object ID
202212909349302086
Schema version
2021v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-10-17T16:17:43-04:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN200758852PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ELLIOTT & PAINTER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1390 EAST HENRY STREET SUITE 203AddressLine1Txt
CitySPARTANBURGCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29302ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN452104341EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SPARTANBURG ACADEMIC MOVEMENTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSPARBusinessNameControlTxt
Phone8645735804PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1349 E MAIN ST STE 101AddressLine1Txt
CitySPARTANBURGCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29302ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDR RUSSELL BOOKERPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone8645735804PhoneNum
Signature2022-09-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRUSSELLPersonFirstNm
Person LastBOOKERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARCUS Q ELLIOTT SR CPAPreparerPersonNm
PTINP00104236PTIN
Phone8645831476PhoneNum
Preparation2022-09-06PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDR RUSSELL BOOKERPrincipalOfficerNm
Gross Receipts$3,165,814GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.LEARNWITHSAM.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2010FormationYr
Legal Domicile StateSCLegalDomicileStateCd
Activity Or MissionSPARTANBURG ACADEMIC MOVEMENT IS AN "ALL-IN" PARTNERSHIP OF SCHOOLS AND COLLEGES, BUSINESSES, GOVERNMENTS, FOUNDATIONS, FAITH COMMUNITIES AND INDIVIDUALS ACROSS SPARTANBURG COUNTY IN PURSUIT OF HIGH LEVELS OF EDUCATIONAL ACHIEVEMENT. THE COLLECTIVE MISSION IS TO MEASURE ACADEMIC ACCOMPLISHMENT THAT MATTERS, CRADLE TO CAREER, SET ACHIEVEMENT TARGETS THAT ESCALATE ANNUALLY, ALIGN NETWORKS IN PURSUIT OF THESE TARGETS, AND REPORT PROGRESS WITH PERSISTENT REGULARITY.ActivityOrMissionDesc
Voting Members Governing Body22VotingMembersGoverningBodyCnt
Voting Members Independent22VotingMembersIndependentCnt
Total Employee11TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$4,319,385PYContributionsGrantsAmt
CY Contributions Grants$3,159,855CYContributionsGrantsAmt
PY Program Service Revenue$50PYProgramServiceRevenueAmt
CY Program Service Revenue$5,134CYProgramServiceRevenueAmt
PY Investment Income$4,672PYInvestmentIncomeAmt
CY Investment Income$825CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$4,324,107PYTotalRevenueAmt
CY Total Revenue$3,165,814CYTotalRevenueAmt
PY Grants And Similar Paid$41,240PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,526,179CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$355,567PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$414,541CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$23,198CYTotalFundraisingExpenseAmt
PY Other Expenses$604,709PYOtherExpensesAmt
CY Other Expenses$568,758CYOtherExpensesAmt
PY Total Expenses$1,001,516PYTotalExpensesAmt
CY Total Expenses$3,509,478CYTotalExpensesAmt
PY Revenues Less Expenses$3,322,591PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$343,664CYRevenuesLessExpensesAmt
Total Assets BOY$4,687,889TotalAssetsBOYAmt
Total Assets EOY$4,955,067TotalAssetsEOYAmt
Total Liabilities BOY$25,944TotalLiabilitiesBOYAmt
Total Liabilities EOY$636,786TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,661,945NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,318,281NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSPARTANBURG ACADEMIC MOVEMENT IS AN "ALL-IN" PARTNERSHIP OF SCHOOLS AND COLLEGES, BUSINESSES, GOVERNMENTS, FOUNDATIONS, FAITH COMMUNITIES AND INDIVIDUALS ACROSS SPARTANBURG COUNTY IN PURSUIT OF HIGH LEVELS OF EDUCATIONAL ACHIEVEMENT. THE COLLECTIVE MISSION IS TO MEASURE ACADEMIC ACCOMPLISHMENT THAT MATTERS, CRADLE TO CAREER, SET ACHIEVEMENT TARGETS THAT ESCALATE ANNUALLY, ALIGN NETWORKS IN PURSUIT OF THESE TARGETS, AND REPORT PROGRESS WITH PERSISTENT REGULARITY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$3,411,958ExpenseAmt
Grant$2,526,179GrantAmt
DescTHE HISTORY AND A DETAILED DESCRIPTION OF SAM'S PROGRAM ACCOMPLISHMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE: WWW.LEARNWITHSAM.ORG. THE SPARTANBURG ACADEMIC MOVEMENT (SAM) IS BOTH A NON-PROFIT ORGANIZATION AND A COLLABORATIVE IMPACT MOVEMENT TO IMPROVE THE ECONOMIC MOBILITY OF SPARTANBURG COUNTY RESIDENTS, ANCHORED IN ACADEMIC ACHEIVEMENT, CRADLE THROUGH CAREER. SAM WAS FORMED IN 2013, COMBINING THE WORK OF THE CHILDREN'S SERVICES ALLIANCE AND THE COLLEGE HUB TO CREATE THE CRADLE THROUGH CAREER PERSPECTIVE FOR COMMUNITY BUILDING AND ACTION. SAM WORKS TO ENSURE THAT CHILDREN AND YOUTH REACH ACADEMIC AND LIFE SUCCESS BY CONVENING PROGRAM AND SERVICE DELIVERY PARTNERS, ALIGNING RESOURCES, AND DRIVING EQUITY ACROSS ACHIEVEMENT INDICATORS. SAM SPECIFICALLY MONITORS ACADEMIC ACHIEVEMENT INDICATORS: KINDERGARTEN READINESS, THIRD GRADE READING, EIGHTH GRADE MATH, COLLEGE/CAREER-READY HIGH SCHOOL GRADUATION, POSTSECONDARY ENROLLMENT, AND POSTSECONDARY PERSISTENCE AND COMPLETION. SAM PUBLISHED COUNTYWIDE ACHIEVEMENT DATA, DISAGGREGATED BY RACE/ETHNICITY, GENDER AND SOCIO-ECONOMIC STATUS INDICATORS TO DRIVE EQUITY. TO DATE, SAM HAS BUILT COLLABORATIVE ACTION/COLLECTIVE IMPACT PARTNERSHIPS WITH WELL OVER 150 PROGRAM AND SERVICE PROVIDERS ACROSS THE MANY SECTORS IMPACTING CHILDREN, YOUTH, AND FAMILIES: ACADEMIC/SCHOOLS, HEALTHCARE, SOCIAL SERVICES AND SUPPORTS, GOVERNMENT AND HOUSING AGENCIES. WE ENGAGE THESE PARTNERS WITH ONE ANOTHER AND OUR DATA TO IMPLEMENT ACTION PLANS THAT RESPOND DIRECTLY TO THE NEEDS OF THE CHILDREN/FAMILIES/COMMUNITIES WE SERVE. WE USE THE STRIVETOGETHER (WWW.STRIVETOGETHER.ORG) IMPACT MODEL AND THEORY OF ACTION TO GUIDE THE PROCESS. SAM OFFERS TRAINING IN CONTINUOUS IMPROVEMENT PRACTICES THROUGH ITS WARDLAW INSTITUTE FOR CONTINUOUS IMPROVEMENT, PROVIDING PARTNERS A DATA-DRIVEN APPROACH FOR TRACKING IMPACT AND GUIDING FUTURE ACTION PLANNING.Desc
Total Program Service Expenses$3,411,958TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee11EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members22GoverningBodyVotingMembersCnt
Independent Voting Member22IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SPARTANBURG ACADEMIC MOVEMENTBusinessNameLine1Txt
Business Name Line2SPARTANBURG ACADEMIC MOVEMENTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Phone8645735804PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1349 E MAIN ST STE 101AddressLine1Txt
Address Line2349 E MAIN ST STE 101AddressLine2Txt
CitySPARTANBURGCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29302ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
DR RUSSELL BOOKER
EXECUTIVE DI40.00Yes (X)$121,500$0$0
DR DARRYL OWINGS
VICE-CHAIRYes (X)$0$0$0Yes (X)
DR INGO ANGERMEIER
TREASURERYes (X)$0$0$0Yes (X)
MR WILLIAM BARNET III
DIRECTOR$0$0$0Yes (X)
KATHY DUNLEAVY
DIRECTOR$0$0$0Yes (X)
TROY HANNA
DIRECTOR$0$0$0Yes (X)
CRAIG HAYDAMACK
BOARD CHAIRYes (X)$0$0$0Yes (X)
TODD STEPHENS
DIRECTOR$0$0$0Yes (X)
PAIGE STEPHENSON
DIRECTOR$0$0$0Yes (X)
MOLLY TALBOT-METZ
DIRECTOR$0$0$0Yes (X)
SHAUNTE' EVANS
DIRECTOR$0$0$0Yes (X)
PHIL FEISAL
DIRECTOR$0$0$0Yes (X)
B COLE ALVERSON
DIRECTOR$0$0$0Yes (X)
DR RANDALL GARY
DIRECTOR$0$0$0Yes (X)
ARACELI HERNANDEZ-LAROCHE
DIRECTOR$0$0$0Yes (X)
AVI LAWRENCE
DIRECTOR$0$0$0Yes (X)
DR KIRA REAVES
SECRETARYYes (X)$0$0$0Yes (X)
DR NAYEF SAMHAT
DIRECTOR$0$0$0Yes (X)
CURT SIDDEN
DIRECTOR$0$0$0Yes (X)
DR MICHAEL MIKOTA
DIRECTOR$0$0$0Yes (X)
ALLEN SMITH
DIRECTOR$0$0$0Yes (X)
DR JOHN STOCKWELL
DIRECTOR$0$0$0Yes (X)
DR BENNIE HARRIS
DIRECTOR$0$0$0Yes (X)
SUSU JOHNSON
EMERITUS$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$121,500TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Government Grants$150,000GovernmentGrantsAmt
All Other Contributions$3,009,855AllOtherContributionsAmt
Total Contributions$3,159,855TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM SERVICE REVENUEDesc
Total Revenue Column$5,134TotalRevenueColumnAmt
Related Or Exempt Func Income$5,134RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$5,134TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$825TotalRevenueColumnAmt
Exclusion$825ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,165,814TotalRevenueColumnAmt
Related Or Exempt Func Income$5,134RelatedOrExemptFuncIncomeAmt
Exclusion$825ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,465,116TotalAmt
Program Services$2,465,116ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$61,063TotalAmt
Program Services$61,063ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$121,500TotalAmt
Program Services$97,200ProgramServicesAmt
Management And General$12,150ManagementAndGeneralAmt
Fundraising$12,150FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$264,089TotalAmt
Program Services$248,389ProgramServicesAmt
Management And General$7,850ManagementAndGeneralAmt
Fundraising$7,850FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$28,952TotalAmt
Program Services$25,949ProgramServicesAmt
Management And General$1,502ManagementAndGeneralAmt
Fundraising$1,501FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$9,199TotalAmt
Management And General$9,199ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$34,076TotalAmt
Management And General$34,076ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$401,170TotalAmt
Program Services$401,170ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$13,053TotalAmt
Program Services$13,053ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,091TotalAmt
Program Services$646ProgramServicesAmt
Fundraising$445FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$32,058TotalAmt
Program Services$28,852ProgramServicesAmt
Management And General$3,206ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,744TotalAmt
Program Services$4,744ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$6,582TotalAmt
Program Services$6,582ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$5,899TotalAmt
Program Services$5,899ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,292TotalAmt
Management And General$4,292ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
DUES & SUBSCRIPTIONS$12,253$11,053$1,200
MATERIALS & SUPPLIES$7,879$7,879
COMPUTER EXPENSES$7,696$7,696
OTHER EXPENSES$7,659$5,997$1,662

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$21,107TotalAmt
Program Services$20,670ProgramServicesAmt
Management And General$385ManagementAndGeneralAmt
Fundraising$52FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,509,478TotalAmt
Program Services$3,411,958ProgramServicesAmt
Management And General$74,322ManagementAndGeneralAmt
Fundraising$23,198FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$18,791BOYAmt
EOY$11,559EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$724,537BOYAmt
EOY$420,909EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$173,115BOYAmt
EOY$208,115EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$63,647LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$25,605LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$14,722BOYAmt
EOY$38,042EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,756,724BOYAmt
EOY$4,276,442EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,687,889BOYAmt
EOY$4,955,067EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$25,944BOYAmt
EOY$11,786EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
EOY$625,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$25,944BOYAmt
EOY$636,786EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,065,179BOYAmt
EOY$1,083,935EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,596,766BOYAmt
EOY$3,234,346EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,661,945BOYAmt
EOY$4,318,281EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,687,889BOYAmt
EOY$4,955,067EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$343,664ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$219,660CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$625,708CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,335,178CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,319,385CurrentTaxYearMinus1YearAmt
Current Tax Year$3,165,814CurrentTaxYearAmt
Total$9,665,745TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,218CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$240CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$360CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$50CurrentTaxYearMinus1YearAmt
Current Tax Year$5,134CurrentTaxYearAmt
Total$7,002TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$220,878CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$625,948CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,335,538CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,319,435CurrentTaxYearMinus1YearAmt
Current Tax Year$3,170,948CurrentTaxYearAmt
Total$9,672,747TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$9,672,747PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$6,329CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,219CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,672CurrentTaxYearMinus1YearAmt
Current Tax Year$825CurrentTaxYearAmt
Total$23,045TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$6,329CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,219CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,672CurrentTaxYearMinus1YearAmt
Current Tax Year$825CurrentTaxYearAmt
Total$23,045TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$220,878CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$632,277CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,346,757CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,324,107CurrentTaxYearMinus1YearAmt
Current Tax Year$3,171,773CurrentTaxYearAmt
Total$9,695,792TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99760PublicSupportCY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$63,647OtherCostOrOtherBasisAmt
Depreciation$25,605DepreciationAmt
Book Value$38,042BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$38,042TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescSPARTANBURG COUNTY FOUNDATION ACCTSDesc
Book Value$4,276,442BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$4,276,442TotalBookValueOtherAssetsAmt
Total Rev Etc Audited Fincl Stmt$3,131,738TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$3,131,738RevenueSubtotalAmt
Investment Expenses Not Incld$34,076InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$34,076RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,165,814TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,475,402TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$3,475,402ExpensesSubtotalAmt
Investment Expenses Not Incld2$34,076InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$34,076ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,509,478TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (34 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtIRC SectionIRCSectionDesc
BARS ACADEMY
187 N CHURCH STREETSPARTANBURGSC29306$15,000OST RAPID RESOURCE
BIG BROTHERS BIG SISTERS OF UPSTAT
161 E KENNEDY STREETSPARTANBURGSC29306$15,000OST RAPID RESOURCE
BLOOM UPSTATE
PO BOX 2374SPARTANBURGSC29304$15,000OST RAPID RESOURCE
BROTHERS RESTORING URBAN HOPE
171 E KENNEDY STREETSPARTANBURGSC29306$15,000OST RAPID RESOURCE
GIRL SCOUTS OF SC
1107 WILLIAMS STREETCOLUMBIASC29201$15,000OST RAPID RESOURCE
UPLIFT OUTREACH CENTER
200 FERNWOOD DRIVESPARTANBURGSC29307$15,000OST RAPID RESOURCE
MEETING STREET ACADEMY
201 E BROAD STREET 110SPARTANBURGSC29306$50,000COVID RECOVERY
SPARTANBURG CTY BAPTIST ASSOC
5245 US 221ROEBUCKSC29376$150,000COVID RECOVERY
SPARTANBURG RACIAL EQUITY
424 E KENNEDY STREETSPARTANBURGSC29302$150,000COVID RECOVERY
SPARTANBURG FIRST STEPS
900 S PINE STREET CSPARTANBURGSC29302$300,000COVID RECOVERY
SPARTANBURG PUBLIC LIBRARY
151 S CHURCH STREETSPARTANBURGSC29306$100,000COVID RECOVERY
SPARTANBURG HOUSING AUTHORITY
170 ARCH STREETSPARTANBURGSC29303$100,000COVID RECOVERY
SPARTANBURG SCHOOL DIST 1
121 WHEELER STREETCAMPOBELLOSC29322$49,860COVID RECOVERY
SPARTANBURG SCHOOL DIST 2
3231 OLD FURNACE ROADCHESNEESC29323$101,130COVID RECOVERY
SPARTANBURG SCHOOL DIST 3
3535 CLIFTON GLENDALE ROADSPARTANBURGSC29307$26,450COVID RECOVERY
SPARTANBURG SCHOOL DIST 4
118 MCEDCO ROADWOODRUFFSC29388$26,950COVID RECOVERY
SPARTANBURG SCHOOL DIST 5
100 N DANZLER ROADDUNCANSC29334$88,160COVID RECOVERY
SPARTANBURG SCHOOL DIST 6
1390 CAVAILER WAYROEBUCKSC29376$107,450COVID RECOVERY
BETHLEHEM CENTER
397 HIGHLAND AVENUESPARTANBURGSC29306$100,000COVID RECOVERY
UPSTATE FAMILY RESOURCE CENTER
1850 OLD FURNACE ROADSPARTANBURGSC29316$100,000COVID RECOVERY
CITY OF SPARTANBURG
145 W BROAD STREETSPARTANBURGSC29306$15,000COVID RECOVERYGOV
YMCA
151 RIBAULT STREETSPARTANBURGSC29302$15,000COVID RECOVERY
HALTER
1400 CAROLINA COUNTRY CLUB ROADSPARTANBURGSC29302$15,000COVID RECOVERY
HUB CITY FARMERS MARKET
248 N CHURCH STREETSPARTANBURGSC29306$7,000COVID RECOVERY
NESSA IN YOUR NEIGHBORHOOD
107 MEADOWINDS DRIVESPARTANBURGSC29306$15,000COVID RECOVERY
MENTAL FITNESS INC
160 E ST JOHN STREETSPARTANBURGSC29306$15,000COVID RECOVERY
SPEAKING DOWN BARRIERS
PO BOX 7133SPARTANBURGSC29304$15,000COVID RECOVERY
HELLO FAMILY
900 S PINE STREETSPARTANBURGSC29302$100,000SCALING & SUSTAINAB
STRENGTHENING VOICES
424 E KENNEDY STREETSPARTANBURGSC29301$10,000TECHNICAL ASSISTANCE
NORTHSIDE DEVELOPMENT
501 HOWARD STREET SUITE ASPARTANBURGSC29303$200,000EQUITABLE RECVOERY
NORTHSIDE DEVELOPMENT
501 HOWARD STREET SUITE ASPARTANBURGSC29303$400,000EDUCATION/FAMILY SUP
SPARTANBURG COMMUNITY COLLEGE
107 COMMUNITY COLLEGE DRIVESPARTANBURGSC29303$50,000STUDENT RETENTION
TRI COUNTY CRADLE TO CAREER
6296 RIVERS AVENUECHARLESTONSC29406$50,000POLICY POSITION
FIRST STEPS
900 S PINE STREET CSPARTANBURGSC29302$10,116SCHOOL READINESS

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
STIPENDS FOR TEACHERS60$6,450
FAFSA PARTICIPATION125$6,457
STUDENT SUCCCESS$44,156
SMART START8$2,000
CI GROWTH AWARDS4$2,000

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONSPARTANBURG ACADEMIC MOVEMENT IS AN "ALL-IN" PARTNERSHIP OF SCHOOLS AND COLLEGES, BUSINESSES, GOVERNMENTS, FOUNDATIONS, FAITH COMMUNITIES AND INDIVIDUALS ACROSS SPARTANBURG COUNTY IN PURSUIT OF HIGH LEVELS OF EDUCATIONAL ACHIEVEMENT. THE COLLECTIVE MISSION IS TO MEASURE ACADEMIC ACCOMPLISHMENT THAT MATTERS, CRADLE TO CAREER, SET ACHIEVEMENT TARGETS THAT ESCALATE ANNUALLY, ALIGN NETWORKS IN PURSUIT OF THESE TARGETS, AND REPORT PROGRESS WITH PERSISTENT REGULARITY.
FORM 990, PAGE 2, PART III, LINE 4ATHE HISTORY AND A DETAILED DESCRIPTION OF SAM'S PROGRAM ACCOMPLISHMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE: WWW.LEARNWITHSAM.ORG. THE SPARTANBURG ACADEMIC MOVEMENT (SAM) IS BOTH A NON-PROFIT ORGANIZATION AND A COLLABORATIVE IMPACT MOVEMENT TO IMPROVE THE ECONOMIC MOBILITY OF SPARTANBURG COUNTY RESIDENTS, ANCHORED IN ACADEMIC ACHEIVEMENT, CRADLE THROUGH CAREER. SAM WAS FORMED IN 2013, COMBINING THE WORK OF THE CHILDREN'S SERVICES ALLIANCE AND THE COLLEGE HUB TO CREATE THE CRADLE THROUGH CAREER PERSPECTIVE FOR COMMUNITY BUILDING AND ACTION. SAM WORKS TO ENSURE THAT CHILDREN AND YOUTH REACH ACADEMIC AND LIFE SUCCESS BY CONVENING PROGRAM AND SERVICE DELIVERY PARTNERS, ALIGNING RESOURCES, AND DRIVING EQUITY ACROSS ACHIEVEMENT INDICATORS. SAM SPECIFICALLY MONITORS ACADEMIC ACHIEVEMENT INDICATORS: KINDERGARTEN READINESS, THIRD GRADE READING, EIGHTH GRADE MATH, COLLEGE/CAREER-READY HIGH SCHOOL GRADUATION, POSTSECONDARY ENROLLMENT, AND POSTSECONDARY PERSISTENCE AND COMPLETION. SAM PUBLISHED COUNTYWIDE ACHIEVEMENT DATA, DISAGGREGATED BY RACE/ETHNICITY, GENDER AND SOCIO-ECONOMIC STATUS INDICATORS TO DRIVE EQUITY. TO DATE, SAM HAS BUILT COLLABORATIVE ACTION/COLLECTIVE IMPACT PARTNERSHIPS WITH WELL OVER 150 PROGRAM AND SERVICE PROVIDERS ACROSS THE MANY SECTORS IMPACTING CHILDREN, YOUTH, AND FAMILIES: ACADEMIC/SCHOOLS, HEALTHCARE, SOCIAL SERVICES AND SUPPORTS, GOVERNMENT AND HOUSING AGENCIES. WE ENGAGE THESE PARTNERS WITH ONE ANOTHER AND OUR DATA TO IMPLEMENT ACTION PLANS THAT RESPOND DIRECTLY TO THE NEEDS OF THE CHILDREN/FAMILIES/COMMUNITIES WE SERVE. WE USE THE STRIVETOGETHER (WWW.STRIVETOGETHER.ORG) IMPACT MODEL AND THEORY OF ACTION TO GUIDE THE PROCESS. SAM OFFERS TRAINING IN CONTINUOUS IMPROVEMENT PRACTICES THROUGH ITS WARDLAW INSTITUTE FOR CONTINUOUS IMPROVEMENT, PROVIDING PARTNERS A DATA-DRIVEN APPROACH FOR TRACKING IMPACT AND GUIDING FUTURE ACTION PLANNING.
FORM 990, PAGE 6, PART VI, LINE 11BMEMBERS OF THE GOVERNING BOARD ARE PROVIDED A COPY OF THE TAX RETURN FOR REVIEW AND COMMENT BEFORE THE RETURN IS FINALIZED AND SUBMITTED.
FORM 990, PAGE 6, PART VI, LINE 12CTHE DIRECTORS AND ALL EMPLOYEES COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY AND THEY ARE REVIEWED BY THE EXECUTIVE DIRECTOR AND BOARD CHAIRMAN. IF ANY CONFLICTS OR POTENTIAL CONFLICTS ARE NOTED, THEY ARE PRESENTED TO THE BOARD AND OTHER APPROPRIATE PERSONNEL FOR FUTURE REFERENCE.
FORM 990, PAGE 6, PART VI, LINE 15ADR. BOOKER'S COMPENSATION IS DETERMINED BY MAJORITY VOTE OF THE BOARD OF DIRECTORS AT THEIR ANNUAL MEETING.
FORM 990, PAGE 6, PART VI, LINE 15BALL EMPLOYEES' COMPENSATION IS DETERMINED BY MAJORITY VOTE OF THE BOARD OF DIRECTORS.
FORM 990, PAGE 6, PART VI, LINE 19GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE ORGANIZATION'S LOCATION DURING NORMAL BUSINESS HOURS. SEVEN DAYS' PRIOR NOTIFICATION IS REQUESTED FOR INSPECTION OF DOCUMENTS.
FORM 990, PART IX, LINE 11G401,170 0 0