2018-03-06T13:41:31-06:00 2017-09-30 560747981 DIXON HUGHES GOODMAN LLP 1410 SPRING HILL ROAD SUITE 500 TYSONS VA 221023056 990 2016-10-01 521962712 SCORE Foundation SCOR 8006340245 1175 Herndon Parkway No 900 Herndon VA 20170 W Kenneth Yancey CHIEF EXECUTIVE OFFICER 8006340245 2018-03-01 1 Tamara Vineyard P01775208 7039700400 216.59.121.66 2018-03-01 12:16:30 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 92664BC7D1251499886650BCBEE97ABD85D93B9F 2016 2021-01-29 14:40:06Z W Kenneth Yancey 1175 Herndon Parkway No 900 Herndon VA 20170 6174922 0 X WWW.SCOREFOUNDATION.ORG X 1996 DC SUPPORTING AFFILIATE OF SCORE ASSOCIATION AND ITS VOLUNTEER CORPS 14 14 7 150 0 0 3288013 1489333 117040 36000 11290 14403 -122057 -92293 3294286 1447443 141132 179298 0 0 930294 826688 0 0 745692 1789471 1775360 2860897 2781346 433389 -1333903 3945180 2506521 241783 137027 3703397 2369494 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 1787090 179298 36000 SUPPORT FOR THE BENEFIT OF SCORE ASSOCIATION AND ITS VOLUNTEER CORPS TO ENSURE BUSINESS COUNSELING AND TRAINING FOR SMALL BUSINESSES ACROSS AMERICA. 1787090 1 1 0 1 0 0 0 0 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 0 0 0 1 139 0 1 7 1 0 0 0 0 0 1 1 0 0 0 0 X 14 14 0 0 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 John Fuqua 8006340245 1175 Herndon Parkway No 900 Herndon VA 20170 John CAMPBELL chairman 2.00 8.00 X X 0 0 0 LauRA RADEWALD vice chair 2.00 8.00 X X 0 0 0 Fred glave trEASURER 1.00 2.00 X X 0 0 0 NANCY STROJNY Secretary 1.00 3.00 X X 0 0 0 Joyce Brayboy director 0.50 0.50 X 0 0 0 James Capolongo director 1.00 1.00 X 0 0 0 Jovita Carranza DIRECTOR 1.00 4.00 X 0 0 0 susan hartman director 2.00 10.00 X 0 0 0 Mary Landry dIRECTOR 2.00 8.00 X 0 0 0 Hal Shelton director 2.00 4.00 X 0 0 0 nigel stephens Director 1.00 1.00 X 0 0 0 Larry Tucker DIRECTOR 1.00 4.00 X 0 0 0 ronald weiss DIRECTOR 1.00 4.00 X 0 0 0 Ian Williams DIRECTOR 1.00 2.00 X 0 0 0 w KENNETH YANCEY Jr CHIEF EXECUTIVE OFFICER 10.00 40.00 X X 216837 180408 46551 David Bobbitt President (ended FYE '17) 40.00 0.00 X 271179 0 20170 Resa Kierstein President (began fye '17) / VP Development 40.00 0.00 X 128643 0 13805 JOHN FUQUA VP FINANCE 3.00 40.00 X 0 221947 21477 616659 402355 102003 3 0 1 0 pwc po box 7247-8001 philadelphia PA 191708001 survey services 277499 holland & knight Llp PO box 864084 Orlando FL 32886 government relation services 120000 2 134050 1355283 5045 1489333 LEADERSHIP CONFERENCE 900099 36000 36000 36000 14219 14219 4631970 4631786 184 184 184 3400 134050 95693 -92293 -92293 1447443 36000 0 -77890 179298 179298 633892 253557 92873 287462 117463 29366 88097 8413 2103 6310 20271 5068 15203 46649 19052 9111 18486 13237 3309 9928 33117 8279 24838 123198 30800 92398 32130 8033 24097 16132 3343 3197 9592 17844 518 4331 12995 88024 18433 17398 52193 5238 1309 3929 SCORE PROGRAM SUPPORT 1408714 1311409 24326 72979 Taxes and Licenses 24460 6115 18345 Donor Recognition 7305 480 1706 5119 Bad debt expense 5961 1000 1240 3721 2781346 1787090 248564 745692 1362843 276575 1898693 1421281 674212 798146 9432 5474 0 5045 3945180 2506521 233178 126134 8605 10893 241783 137027 X 590296 361478 3113101 2008016 3703397 2369494 3945180 2506521 -1333903 0 X X 0 1 X 1 0 X X 1 SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION 521067290 7 1 1588012 0 1 1588012 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 123198 0 0 123198 0 130580 130580 130580 130580 130580 130580 130580 130580 130580 130580 1.00000 0.00000 0.00000 0 0 0 due to score association 10893 10893 X 1543136 95693 95693 1447443 0 1447443 2877039 95693 95693 2781346 0 2781346 Part X, Line 2: The Foundation is exempt from federal and state income taxes on income other than unrelated business income under the provisions of Section 501(c)(3) of the Internal Revenue Code. No provision for federal and state income taxes is required at September 30, 2017 and 2016, as the Foundation had no net unrelated business income. The Foundation recognizes the effect of income tax positions only if those positions are more likely than not to be sustained. The Foundation has determined that it does not have any material unrecognized tax benefits or obligations as of September 30, 2017 and 2016. Part XI, Line 2d - Other Adjustments: SPECIAL EVENTS EXPENSE OFFSET TO SPECIAL EVENTS REVENUE 95,693. Part XII, Line 2d - Other Adjustments: SPECIAL EVENTS EXPENSE OFFSET TO SPECIAL EVENTS REVENUE 95,693. SCORE AWARDS EVENT 137450 134050 3400 0 95693 137450 134050 3400 95693 95693 -92293 1 service Corps of Retired Executives Association chapter 644 1810 Auburn Ave Ste 102 Monroe LA 712015006 911897906 501(C)(3) 179298 Support volunteer corps 1 0 X X X 0 0 0 0 0 0 0 0 0 w KENNETH YANCEY Jr CHIEF EXECUTIVE OFFICER 80907 180408 110000 0 25930 0 4854 10824 19428 11445 241119 202677 0 0 David Bobbitt President (ended FYE '17) 199179 0 72000 0 0 0 12000 0 8170 0 291349 0 0 0 JOHN FUQUA VP FINANCE 0 177947 0 44000 0 0 0 10677 0 10800 0 243424 0 0 Form 990, Part VI, Section B, line 11b 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 Members of the board are required to sign the Code of Ethics annually. It is consistently monitored and any member's violation of the Code of Ethics is immediately examined. Form 990, Part VI, Section B, line 15 Executive compensation 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 THE PUBLIC. THE ANNUAL REPORT IS MADE AVAILABLE TO THE PUBLIC ON THE FOUNDATION'S WEBSITE. Form 990, PART XII, 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 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0