2016-05-13T10:57:36-05:00 2015-09-30 560747981 DIXON HUGHES GOODMAN LLP 1410 SPRING HILL ROAD STE 500 TYSONS VA 221023056 990 2014-10-01 521962712 SERVICE CORPS OF RETIRED EXECUTIVES FOUNDATION SERV 8006340245 1175 HERNDON PARKWAY NO 900 HERNDON VA 20170 W KENNETH YANCEY CHIEF EXECUTIVE OFFICER 8006340245 2016-05-13 1 DAVID L JOHNSON P00188102 7039700400 2014 2016-08-17 19:52:53Z W KENNETH YANCEY 1175 HERNDON PARKWAY NO 900 HERNDON VA 20170 2673762 0 X WWW.SCOREFOUNDATION.ORG X 1996 DC SUPPORTING AFFILIATE OF SCORE ASSOCIATION AND ITS VOLUNTEER CORPS 16 16 7 150 0 0 2239023 2434849 106000 95000 3316 7035 0 0 2348339 2536884 19516 22343 0 0 597771 810502 0 0 662083 839432 1687166 1456719 2520011 891620 16873 3459504 3470608 206369 200600 3253135 3270008 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 1617589 22343 95000 SUPPORT FOR THE BENEFIT OF SCORE ASSOCIATION AND ITS VOLUNTEER CORPS TO ENSURE BUSINESS COUNSELING AND TRAINING FOR SMALL BUSINESSES ACROSS AMERICA. 1617589 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 0 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 1 0 0 0 1 7 0 1 7 1 0 0 0 0 0 1 1 0 0 0 0 X 16 16 1 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 GERARD GLENN CHAIRMAN 5.00 10.00 X X 0 0 0 MICHELLE VAN SLYKE DIRECTOR 0.50 1.00 X 0 0 0 JOVITA CARRANZA DIRECTOR 1.00 6.00 X 0 0 0 GAIL GOODMAN DIRECTOR 0.50 1.00 X 0 0 0 LAURA RADEWALD DIRECTOR 1.00 2.00 X 0 0 0 RONALD WEISS DIRECTOR 2.00 4.00 X 0 0 0 NANCY STROJNY DIRECTOR 1.00 2.00 X 0 0 0 NIGEL STEPHENS DIRECTOR 1.00 4.00 X 0 0 0 FRED GLAVE DIRECTOR 1.00 2.00 X 0 0 0 TIM CARROLL DIRECTOR 0.50 1.00 X 0 0 0 JOYCE BRAYBOY DIRECTOR 2.00 3.00 X 0 0 0 HAL SHELTON DIRECTOR 1.00 4.00 X 0 0 0 ROBERT BARD DIRECTOR 0.50 0.50 X 0 0 0 SUSAN HARTMAN DIRECTOR 1.00 2.00 X 0 0 0 MARGIE TRAYLOR TREASURER 1.00 2.00 X X 0 0 0 JOHN CAMPBELL VICE CHAIR 1.00 2.00 X X 0 0 0 W KENNETH YANCEY CHIEF EXECUTIVE OFFICER 10.00 40.00 X 265769 179000 82734 DAVID BOBBITT PRESIDENT 40.00 X 230871 0 18860 JOHN FUQUA VP OF FINANCE 3.00 40.00 X 0 192002 28502 RESA KIERSTEIN VP DEVELOPMENT 40.00 X 119074 0 15661 615714 371002 145757 3 0 1 0 PWC PO BOX 7247-8001 PHILADELPHIA PA 191708001 ACCOUNTING SERVICES 220000 HOLLAND & KNIGHT LLP PO BOX 864084 ORLANDO FL 32886 LEGAL SERVICES 121000 2 19811 2415038 2434849 LEADERSHIP CONFERENCE 900099 95000 95000 95000 7035 7035 136878 19811 136878 0 2536884 95000 0 7035 22343 22343 574322 80405 120608 373309 150951 37738 113213 11637 2909 8728 28939 7235 21704 44653 32995 5786 5872 2240 560 1680 30051 7513 22538 119270 119270 71002 17481 13380 40141 30181 2270 7461 20450 12257 3064 9193 74958 49352 6402 19204 5377 1344 4033 SCORE PROGRAM SUPPORT 1287810 1287810 BAD DEBTS 23270 4270 19000 DONOR RECOGNITION 15794 1393 3600 10801 TAXES AND LICENSES 14956 3739 11217 2520011 1617589 240339 662083 681045 228626 1845767 1950594 848106 1267076 75000 9586 9308 5004 10000 3459504 3470608 206369 190600 0 10000 206369 200600 X 1706381 1366033 1546754 1903975 3253135 3270008 3459504 3470608 16873 0 X X 0 1 X 1 0 X X 1 SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION 521067290 7 1 1310448 0 1 1310448 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 119270 0 0 119270 0 130580 130580 130580 130580 130580 130580 130580 130580 130580 130580 1.00000 0 0 0 OTHER LIABILITIES 10000 10000 X 2673762 136878 136878 2536884 0 2536884 2656889 136878 136878 2520011 0 2520011 PART X, LINE 2: SCORE RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. SCORE HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF SEPTEMBER 30, 2015. FISCAL YEARS ENDING ON OR AFTER SEPTEMBER 30, 2012 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE OFFSET TO SPECIAL EVENTS REVENUE PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE OFFSET TO SPECIAL EVENTS REVENUE SCORE AWARDS EVENT 156689 19811 136878 136878 156689 19811 136878 136878 136878 0 1 SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION CHAPTER 644 1810 AUBURN AVE STE 102 MONROE LA 712015006 911897906 501(C)(3) 7440 SUPPORT VOLUNTEER CORPS 1 0 X X X 0 0 0 0 0 0 0 0 0 W KENNETH YANCEY CHIEF EXECUTIVE OFFICER 59306 179000 128000 0 78463 0 3358 10740 19655 48981 288782 238721 0 0 DAVID BOBBITT PRESIDENT 180871 0 50000 0 0 0 8120 0 10740 0 249731 0 0 0 JOHN FUQUA VP OF FINANCE 0 156002 0 36000 0 0 0 9360 0 19142 0 220504 0 0 RESA KIERSTEIN VP DEVELOPMENT 93074 0 26000 0 0 0 5264 0 10397 0 134735 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 JOHN CAMPBELL, A BOARD MEMBER OF SCORE, IS AN INVESTOR AND A BOARD MEMBER OF CONSTANT CONTACT WHICH GAIL GOODMAN, ALSO A BOARD MEMBER OF SCORE, IS FOUNDER AND CEO. FORM 990, PART VI, SECTION B, LINE 11 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