2016-08-02T13:41:33-05:00 2015-12-31 621073578 FRASIER DEAN & HOWARD PLLC 3310 West End Ave Ste 550 Nashville TN 37203 990 2015-01-01 263670335 Tennessee State Collaborative on Reforming Education TENN 6157271545 1207 18TH Avenue South No 326 Nashville TN 37212 Jamie Woodson CEO 6157271545 2016-08-02 1 Stephen T Dolan P00666397 6153836592 X 2015 2017-02-10 21:41:12Z JAMIE WOODSON 1207 18TH Avenue South No 326 Nashville TN 37212 11125959 0 X WWW.TNSCORE.ORG X 2009 TN See Schedule O 16 16 25 75 0 0 1551824 10854754 0 0 4006 4033 178833 267172 1734663 11125959 66109 66126 0 0 1323279 1463753 0 0 31755 982664 1895857 2372052 3425736 -637389 7700223 6205471 16033477 2586157 4713940 3619314 11319537 X SEE SCHEDULE O 0 0 2223883 See Schedule O 770912 See Schedule O 264715 66126 See Schedule O 3259510 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 158 0 1 25 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN NY X THE JONESES PLLC 6153716123 750 OLD HICKORY BLVD BLDG 2150 BRENTWOOD TN 37027 DR WILLIAM H FRIST Chairman 1.00 X X 0 0 0 CHARLES W CAGLE LEGAL COUNSEL 1.00 X X 0 0 0 KEVIN T CLAYTON DIRECTOR 1.00 X 0 0 0 ZAN GUERRY Director 1.00 X 0 0 0 JR HYDE III Director 1.00 X 0 0 0 ORRIN H INGRAM II Director 1.00 X 0 0 0 DR THOM MASON Director 1.00 X 0 0 0 David Golden Director 1.00 X 0 0 0 SCOTT NISWONGER VICE CHAIRMAN 1.00 X X 0 0 0 Alan Levine Director 1.00 X 0 0 0 DEE HASLAM Director 1.00 X 0 0 0 GREG NELSON Director 1.00 X 0 0 0 JANET AYERS Secretary 1.00 X X 0 0 0 BILL GRACEY Director 1.00 X 0 0 0 CHRISTINE RICHARDS Director 1.00 X 0 0 0 Joelle Phillips DIRECTOR 1.00 X 0 0 0 JAMIE WOODSON President & CEO 40.00 X 320857 0 22262 SHARON ROBERTS COO 40.00 X 200230 0 55 david mansouri EXECUTIVE VICE PRESIDENT 40.00 X 125938 0 0 647025 0 22317 3 0 1 0 Ernst & Young US LLP PO Box 933514 Atlanta GA 311933514 Strategic Plan Development 325000 Del Cielo Media 1427 Leslie Ave Ste 102 Alexandria VA 22301 Radio ads, Communications 104089 2 10854754 10854754 4033 4033 FISCAL AGENT FEES 900099 267172 267172 267172 11125959 267172 0 4033 X 66126 66126 647025 611239 35786 698889 660234 38655 26800 25318 1482 10583 9997 586 80456 76006 4450 604350 602531 1819 45480 43019 2461 121054 121054 48079 45420 2659 66440 66440 4219 4219 2248 2248 Strategic Planning 326310 293679 32631 EVENTS 170423 148231 22192 stipends 120000 120000 SUPPLIES 84287 84287 302967 285929 7475 9563 3425736 3259510 134471 31755 3382768 6515980 1643133 3142488 1136668 6362660 35000 31525 19176 7902 12349 6205471 16033477 59348 100128 2526809 4613812 2586157 4713940 X 2332885 4956877 1286429 6362660 3619314 11319537 6205471 16033477 7700223 0 X 0 1 X 1 0 X 2378199 1602481 3722241 1551824 10854754 20109499 2378199 1602481 3722241 1551824 10854754 20109499 8088648 12020851 7757 3567 4199 4006 4033 23562 300 182204 178833 267172 628509 20761570 0.57900 0.68830 X PART II, LINE 10 - OTHER INCOME SCORE SUPPORTS THE WORK OF KEY PARTNERS THROUGH GRANT FACILITATION AS PROJECTS ALIGN WITH SCORE'S THEORY OF CHANGE AND STRATEGIC PRIORITIES. IN ORDER TO EFFECTIVELY FACILITATE GRANTS, SCORE EARNS A FISCAL AGENT FEE FOR THE ADMINISTRATIVE FUNCTIONS OF ADMINISTERING GRANTS, INCLUDING BUT NOT LIMITED TO REVIEWING CONTRACTS WITH VENDORS; ADMINISTERING A COMPETITIVE BIDDING PROCESS TO SELECT VENDORS ON BEHALF OF KEY PARTNERS; PROCESSING PAYMENTS FROM GRANT ACCOUNTS; SUPPORTING THE GRANT REPORTING PROCESS THROUGH THE LIFE OF THE GRANT; AND VETTING AND SELECTING CONSULTANTS FOR PROJECTS ON BEHALF OF KEY PARTNERS, AS NEEDED. SCORE'S BOARD OF DIRECTORS HAS SET A RANGE OF BETWEEN TWO TO TEN PERCENT AS THE FEE SCORE MAY ASSESS FOR THIS WORK DEPENDING ON THE COMPLEXITY AND DURATION OF THE GRANT MANAGEMENT PROCESS. THE FISCAL AGENT FEE IS DETERMINED PRIOR TO FACILITATING THE GRANT AND IS TYPICALLY A PERCENTAGE OF THE ENTIRE GRANT. THE FEE IS COLLECTED BY SCORE ON A QUARTERLY BASIS. FOR SOME GRANTS THE FEE IS BASED ON THE PERCENTAGE OF THE GRANT SPENT WITHIN THAT QUARTER, FOR 2015 GRANTS BEING HELD, THE FEE IS SPREAD EVENLY OVER ON THE LIFE OF THE GRANT. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3420 3420 3259510 3262930 313147 78287 0 0 238649 255009 260778 313147 1067583 1601375 4706 3420 8126 59662 63752 65195 78287 266896 400344 30176 17827 12349 1349 1349 0 12349 FUNDS HELD UNDER AGENCY AGREEMENTS 4613812 4613812 X 11125959 0 11125959 0 11125959 3425736 0 3425736 0 3425736 Part X, Line 2: SCORE has qualified for tax exempt status under Section 501(c)(3) of the Internal Revenue Code and is not a private foundation. SCORE follows Financial Accounting Standards Board Accounting Standards Codification (FASB ASC) guidance related to uncertain tax provisions. The guidance clarifies the accounting for uncertainty in income taxes recognized in an organizations financial statements. This guidance prescribes a minimum probability threshold that a tax position must meet before a financial statement benefit is recognized. The minimum threshold is defined as a tax position that is more likely than not to be sustained upon examination by the applicable taxing authority, including resolution of any related appeals or litigation processes, based on the technical merits of the position. The tax benefit to be recognized is measured as the largest amount of benefit that is greater than fifty percent likely of being realized upon ultimate settlement. SCORE has no tax penalties or interest reported in the accompanying financial statements. Tax years that remain open for examination include the years ended December 31, 2012 through December 31, 2015. 1 Delano Optional School 1716 Delano Avenue Memphis TN 38127 626000834 501(C) (3) 10000 AWARD New Vision Academy 297 Plus Park Blvd Nashville TN 37217 621853857 501(C) (3) 10000 AWARD Soulsville Charter School 910 E McLemore Avenue Memphis TN 38106 201861028 501(C) (3) 10000 AWARD Trousdale County 103 Lock Six Road Hartsville TN 37074 626000877 501(C) (3) 25000 AWARD 4 Part I, Line 2: THE NATURE OF THIS PARTICULAR GRANT IS SUB-GRANT. THE ORIGINAL GRANTOR IS RESPONSIBLE FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES. THE GRANTS MADE TO SCHOOLS AND DISTRICTS WERE WITHOUT RESTRICTIONS (SCORE PRIZE WINNERS) BUT PROVIDED GENERAL GUIDELINES FOR SPENDING THAT REQUIRED THE FUNDS TO BE SPEND ON SCHOOL/DISTRICT NEEDS AS IDENTIFIED BY THE RESPECTIVE STAFFS. X X X 0 0 0 0 0 0 0 0 0 JAMIE WOODSON President & CEO 290857 0 30000 0 0 0 13250 0 9012 0 343119 0 0 0 SHARON ROBERTS COO 185230 0 15000 0 0 0 0 0 55 0 200285 0 0 0 Part I, Line 3 The board established a compensation committee to review comparable organizations to SCORE and determine a compensation package. The CEO is provided a written employment contract detailing compensation. Form 990, Part I, Line 1 - Organization Mission SCORE is dedicated to the goal that every student in Tennessee graduates from high school prepared for postsecondary education and the work force. our work is to drive collaboration across the state on policy and practice to ensure student success. Form 990, Part III, Line 1 - Organization Mission SCORE is dedicated to the goal that every student in Tennessee graduates from high school prepared for postsecondary education and the work force. our work is to drive collaboration across the state on policy and practice to ensure student success. Form 990, Part III, Line 4a - Program Service POLICY AND ADVOCACY: SCORE'S major advocacy, research, communications, and outreach efforts in 2015 are listed below: -REPORTS AND POLICY MEMOS: ANNUALLY, SCORE PRODUCES A NUMBER OF TIMELY AND REPORTS AND POLICY MEMOS AS DETERMINED BY THE NEEDS OF SCORE'S COLLABORATIVE PARTNERS. EACH YEAR SCORE PRODUCES AN ANNUAL REPORT, "THE STATE OF EDUCATION IN TENNESSEE," WHICH IS A COMPREHENSIVE ASSESSMENT OF PUBLIC EDUCATION IN TENNESSEE. THIS REPORT PROVIDES AN UPDATE OF THE STATE'S PROGRESS IN IMPROVING STUDENT ACHIEVEMENT, ANALYZES THE WORK THAT HAS OCCURRED OVER THE LAST YEAR THAT HAS CONTRIBUTED TO ACHIEVEMENT GAINS, AND PROVIDES RECOMMENDATIONS TO THE STATE TO ENSURE THAT TENNESSEE CONTINUES ON A PATHWAY OF PREPARING ALL STUDENTS FOR SUCCESS IN COLLEGE AND THE WORKFORCE. THIS REPORT IS GROUNDED IN EXTENSIVE RESEARCH AND FEEDBACK FROM EDUCATORS, HIGHER EDUCATION FACULTY, THE TENNESSEE DEPARTMENT OF EDUCATION, AND BUSINESS AND PHILANTHROPIC PARTNERS FROM ACROSS THE STATE. OTHER POLICY MEMOS DEVELOPED AND DISTRIBUTED IN 2015 INCLUDE, "Teaching, Testing, and Time: Educator Voices on Improving Assessment in Tennessee and "Meaningful Measures of Student Learning: Improving Assessment in Tennessee." Additional reports released in 2015 included "Public Education in Tennessee: A Policymaker's Guide." -TENNESSEE EDUCATOR FELLOWSHIP: During 2015, SCORE's Tennessee Educator Fellowship, WHICH PROVIDES TENNESSEE TEACHERS WITH AN OPPORTUNITY TO HAVE A voice ON KEY STATE-LEVEL EDUCATION POLICY ISSUES, continued and a second cohort was selected. THE 22 TEACHERS comprising the first cohort and 26 teachers comprising the second cohort were SELECTED VIA A RIGOROUS SELECTION AND INTERVIEW PROCESS and REPRESENT DIVERSE REGIONS, SUBJECT AREAS, GRADES TAUGHT, AND YEARS OF EXPERIENCE. AS A RESULT OF THE TRAINING AND SUPPORT PROVIDED BY SCORE, THE FELLOWS serve as advocates through activities such AS PUBLISHED OP-EDS OR LETTERS TO THE EDITOR IN TENNESSEE NEWSPAPERS, TELEVISION FEATURES, LEADING CONVERSATIONS AT COMMUNITY MEETINGS, AND TALKING WITH POLICYMAKERS TO SHARE THEIR CLASSROOM EXPERIENCES. -OUTREACH AND COMMUNICATIONS: THROUGHOUT THE YEAR SCORE WORKED TO EXPAND ITS OUTREACH AND COMMUNICATIONS STRATEGY INCLUDING, BUT NOT LIMITED TO, the following activities: *Early in 2015, the Expect More, Achieve More Coalition hosted three regional meetings to provide coalition members with insights about the upcoming legislative session. Additionally, the Coalition hosted a Day on the Hill that organized education stakeholders to attend education committee hearings and meet one-on-one with policymakers. In the latter half of 2015, the Expect More, Achieve More Coalition was redesigned and relaunched to support messaging to parents about the new TNReady assessment, the state's assessment aligned to Tennessee's Academic Standards for math and English. *Partnering with the Tennessee Business Roundtable to host a "Legislative Boot Camp on Education" for members of the 109th Tennessee General Assembly, which provided policymakers with an overview of Tennessee's education landscape in preparation for the 2015 legislative session, along with an opportunity to interact with several resource experts at every level of the work from K-12 to higher education. *Hosting a telephone town hall that engaged parents across the state in a dialogue with Commissioner Candice McQueen regarding TNReady, hosting regional lunch and learns that brought together policymakers and community leaders to discuss TNReady, producing a radio spot that ran through the two fall TNReady testing windows, producing and sharing more than hundreds of thousands of copies of a parent and stakeholder brochure, and launching a weekly parent newsletter. *In 2015, SCORE team members presented to a variety of different local, state, and national organizations in an effort to share Tennessee's work to improve student achievement, inspire partners, share resources, innovate, and/or gather information that continues to inform SCORE's work. -SCORE INSTITUTE: In late July, SCORE hosted a special SCORE Institute event, "Overcoming the Skills Challenge in Tennessee", for Tennessee business leaders. Attendees had the opportunity to hear from national expert, Dr. Madeline Goodman, as well as from a diverse group of Tennessee leaders on the current skills gap challenge facing our state, current existing solutions, and ways to collectively move forward to address this gap. Form 990, Part III, Line 4b - Program Service TECHNICAL ASSISTANCE: SCORE WORKS TO COLLABORATIVELY SUPPORT KEY PARTNERS AS THEIR EFFORTS ALIGN WITH SCORE'S THEORY OF CHANGE. BELOW ARE THE MAJOR PROJECTS THAT SUPPORTED THIS WORK: -LIFT EDUCATION: IN 2015, SCORE CONTINUED ITS TECHNICAL ASSISTANCE SUPPORT OF LIFT EDUCATION (LEADING INNOVATION FOR TENNESSEE EDUCATION). LIFT EDUCATION IS A SMALL GROUP OF COURAGEOUSLY COMMITTED SCHOOL SUPERINTENDENTS WORKING TOGETHER TO EXPLORE INNOVATIVE APPROACHES AND SHARE BEST PRACTICES FOR THE BENEFIT OF TENNESSEE STUDENTS, SUPERINTENDENTS, AND SCHOOL DISTRICTS. ADDITIONALLY, IN 2015, SCORE BEGAN DIRECT OVERSIGHT AND SUPPORT OF LIFT, ENABLING THIS NETWORK OF DISTRICTS TO CONTINUE THEIR ENGAGEMENT IN PROFESSIONAL LEARNING AND ADVOCACY FOR STUDENT CENTERED POLICIES WHILE EXPANDING THEIR COLLABORATIVE IMPLEMENTATION WORK IN THE AREAS OF EDUCATOR PROFESSIONAL LEARNING AND EARLY LITERACY. -TEACHER LEADERSHIP: IN 2015, SCORE AND THE TENNESSEE DEPARTMENT OF EDUCATION HOSTED A TENNESSEE TEACHER LEADERSHIP SUMMIT, WHICH BROUGHT TOGETHER INDIVIDUALS FROM ACROSS THE STATE AND COUNTRY ENGAGED IN TEACHER LEADERSHIP TO IDENTIFY KEY STRATEGIES TO DEVELOP, SUPPORT, AND LEVERAGE TEACHER LEADERSHIP IN TENNESSEE THAT WILL DRIVE AND DEEPEN INSTRUCTIONAL IMPROVEMENTS. -PROGRESS MONITORING AND COMMUNITY CONVERSATIONS: IN ORDER TO ASSESS THE STATE'S PROGRESS, SCORE CONDUCTED EDUCATOR FOCUS GROUPS AND EXTENSIVE INDIVIDUAL INTERVIEWS WITH EDUCATIONAL LEADERS AND OTHER PARTNERS. THIS INFORMATION, WHICH FOCUSED ON THE SUCCESSES AND CHALLENGES OF IMPLEMENTATION, WAS SHARED WITH SCORE'S STEERING COMMITTEE, AS WELL AS OFFICIALS FROM THE TENNESSEE DEPARTMENT OF EDUCATION, AND WAS USED TO INFORM THE PROCESS OF IDENTIFYING THE STATE'S EDUCATION PRIORITIES FOR 2016. Form 990, Part III, Line 4c - Program Service SCORE PRIZE: THE SCORE PRIZE, WHICH HAS BEEN GIVEN ANNUALLY SINCE 2011, RECOGNIZES SCHOOLS AND DISTRICTS IN TENNESSEE THAT ARE ACHIEVING MORE for their students, HIGHLIGHTS AND SHARES BEST PRACTICES, AND SHOWS OTHER SCHOOLS AND DISTRICTS IN TENNESSEE THAT IMPROVEMENT IS POSSIBLE. IN LATE OCTOBER 2015, SCORE AWARDED THE FIFTH ANNUAL SCORE PRIZE TO ONE ELEMENTARY, MIDDLE, AND HIGH SCHOOL, ALONG WITH ONE DISTRICT IN TENNESSEE THAT HAVE MADE SIGNIFICANT PROGRESS IN IMPROVING STUDENT ACHIEVEMENT. THROUGHOUT THE YEAR, SCORE HAS SHARED VIDEO CLIPS FROM THE WINNERS; COLLABORATED WITH INDIVIDUALS FROM THE WINNING SCHOOLS AND DISTRICT TO SERVE AS EXPERTS FROM THE FIELD DURING COMMUNITY CONVERSATIONS AND PANELS; AND FEATURED BLOG POSTS HIGHLIGHTING HOW EACH FINALIST IS IMPLEMENTING A SPECIFIC STRATEGY IN THEIR SCHOOL OR DISTRICT THAT IS MAKING A DIFFERENCE TO STUDENTS. Form 990, Part VI, Section B, line 11 Line 11a explanation - The Executive Chair/CEO, COO, President, Senior Director of Finance and Operations, Finance and Operations Coordinator, and external accountant perform the initial review of the Form 990. A draft copy of the Form 990 is shared with the Audit Chair and then the entire Board. Finally, it is reviewed with the Chairman and Vice-Chair of the Board. (The Vice Chair also serves as the Chair of the Finance Committee.) Form 990, Part VI, Section B, line 12c SCORE has a written Conflict of Interest Policy which is reviewed and updated, if necessary, annually by the Governance Committee. Additionally, a disclosure statement along with the copy of the current policy is mailed to each Board Member annually for completion and acknowledgment. All disclosure statements are reviewed by the CEO and Chairman of the Board to determine if further action is needed. Form 990, Part VI, Section B, line 15 SAME AS ABOVE. THE PROCESS FOR DETERMINING COMPENSATION INCLUDES: 1) A REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS OR COMPENSATION COMMITTEE OF THE ORGANIZATION, 2) THE USE OF DATA REGARDING COMPARABLE COMPENSATION FOR OTHERS IN SIMILAR POSITIONS AND 3) CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING. Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part IX, line 11g PROFESSIONAL FEES: Program service expenses 31,070. Management and general expenses 1,819. Total expenses 32,889. CONTRACT LABOR: Program service expenses 571,461. Total expenses 571,461. Form 990, Part IX, line 24e PARENT ENGAGEMENT: Program service expenses 62,306. Management and general expenses 0. Fundraising expenses 0. Total expenses 62,306. SURVEY: Program service expenses 58,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 58,000. PRINTING AND PUBLICATIONS: Program service expenses 43,180. Management and general expenses 0. Fundraising expenses 0. Total expenses 43,180. MISCELLANEOUS: Program service expenses 31,155. Management and general expenses 3,687. Fundraising expenses 0. Total expenses 34,842. TENNESSEE EDUCATION - HEALTH: Program service expenses 25,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 25,000. MEETINGS: Program service expenses 15,507. Management and general expenses 368. Fundraising expenses 0. Total expenses 15,875. REGIONAL & STATEWIDE EVENTS: Program service expenses 15,870. Management and general expenses 0. Fundraising expenses 0. Total expenses 15,870. STATE OF EDUCATION: Program service expenses 12,935. Management and general expenses 0. Fundraising expenses 0. Total expenses 12,935. LIFT: Program service expenses 11,463. Management and general expenses 0. Fundraising expenses 0. Total expenses 11,463. CATERING: Program service expenses 0. Management and general expenses 0. Fundraising expenses 9,563. Total expenses 9,563. POLICY MAKER OUTREACH: Program service expenses 5,527. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,527. LOBBY EXPENSES: Program service expenses 0. Management and general expenses 3,420. Fundraising expenses 0. Total expenses 3,420. ONLINE ADVOCACY: Program service expenses 1,860. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,860. OUT OF STATE PARTNER SUPPORT: Program service expenses 1,641. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,641. SCORE INSTITUTE: Program service expenses 1,485. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,485.