Form 990 for tax year 2022
Filed by SCORE FOUNDATION.
This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.
What the amendment changed
Compared with the latest return for 2022 , filed 2 October 2024. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total revenue
- $2,180,146 changed to $2,185,505
- Contributions and grants received
- $2,083,212 changed to $2,053,212
- Investment income
- $96,934 changed to $102,293
- Other revenue
- $0 changed to $30,000
Totals
- Total revenue
- $2,180,146
- Total expenses
- $1,867,226
- Contributions and grants received
- $2,083,212
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $96,934
- Other revenue
- $0
- Total assets, end of year
- $2,418,031
- Total liabilities, end of year
- $916,891
- Net assets or fund balances, end of year
- $1,501,140
- Program services expenses (Part IX)
- $1,025,790
- Management and general expenses
- $694,475
- Fundraising expenses
- $146,961
- Program service expenses (Part III)
- $1,025,790
Program services were 54.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$2,083,212
-
3 · Investment income
total $20,659 · excluded $20,659
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $304,143
-
7b · Less cost or other basis and sales expenses
securities $227,868
-
7c · Gain or loss
securities $76,275
-
7d · Net gain or loss
total $76,275 · excluded $76,275
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $319,496 · management and general $278,075 · fundraising $41,421
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $351,881 · program services $279,542 · management and general $42,856 · fundraising $29,483
-
8 · Pension plan contributions
total $13,252 · program services $7,628 · management and general $2,419 · fundraising $3,205
-
9 · Other employee benefits
total $65,315 · program services $15,167 · management and general $32,865 · fundraising $17,283
-
10 · Payroll taxes
total $47,828 · program services $9,586 · management and general $23,581 · fundraising $14,661
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $9,514 · management and general $9,514
-
11c · Fees: accounting
total $33,085 · management and general $33,085
-
11d · Fees: lobbying
total $154,110 · management and general $154,110
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $74,565 · management and general $52,704 · fundraising $21,861
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $24,763 · management and general $5,927 · fundraising $18,836
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $27,142 · management and general $27,142
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $108,830 · program services $108,830
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $275,457 · program services $275,457
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $1,170 · management and general $1,170
-
24a · Other expenses: Educational Content
total $167,469 · program services $167,469
-
24b · Other expenses: General research & Supports
total $117,111 · program services $117,111
-
24c · Other expenses: Other Expenses
total $57,690 · program services $45,000 · management and general $12,479 · fundraising $211
-
24d · Other expenses: Bad Debt
total $18,548 · management and general $18,548
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $499,988 · end of year $278,739
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
beginning of year $350,797 · end of year $878,304
-
4 · Accounts receivable
beginning of year $31,325 · end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $19,943 · end of year $1,226
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $916,386 · end of year $1,259,762
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $145,909 · end of year $151,587
-
25 · Other liabilities
beginning of year $484,310 · end of year $765,304
-
27 · Net assets without donor restrictions
beginning of year $813,183 · end of year $353,779
-
28 · Net assets with donor restrictions
beginning of year $375,037 · end of year $1,147,361
Mission and programs · 2022
Mission
The SCORE Foundation supports the SCORE Association in its mission to foster vibrant small business communities through mentoring and education.
-
Chapter Workshop Grants: The SCORE Foundation supported the delivery of education by the chapters of the SCORE association. Chapters put on workshops, seminars, and webinars continually to help small businesses.
Expenses $269,868
-
Promotion and support of the SCORE programs marketing and social media support for all score programs aimed at increasing attendance and useage of SCOREs offerings.
Expenses $236,191
-
Other: Miscellaneous support for education of SCORE clients, workshops or other SCORE activities to support small business.
Expenses $198,432
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Peluso Rick
VP Finance
- Total calculated
- $303,643
- From this org
- $34,376
- From related orgs
- $242,301
- Other
- $26,966
- Hours/week
- 8 + 32 related
Schedule J breakdown matched by us
- Base
- $31,829 + $223,644 related
- Bonus
- $2,547 + $18,657 related
- Other
- not reported
- Deferred
- $2,075 + $13,079 related
- Nontaxable benefits
- not reported + $11,812 related
- Filer's total
- $36,451 + $267,192 related
-
Elizabeth Sara
President
- Total calculated
- $292,385
- From this org
- $258,605
- From related orgs
- $0
- Other
- $33,780
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $243,755
- Bonus
- $14,850
- Other
- not reported
- Deferred
- $12,039
- Nontaxable benefits
- $21,741
- Filer's total
- $292,385
-
Pisano Jessica
Vice President
- Total calculated
- $190,434
- From this org
- $183,598
- From related orgs
- $0
- Other
- $6,836
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $152,006
- Bonus
- not reported
- Other
- $31,592
- Deferred
- $5,830
- Nontaxable benefits
- $1,006
- Filer's total
- $190,434
-
Barber Alonzo
Director
- Total calculated
- $0
- Hours/week
- 1
-
Christiansen Julie
Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Harkins Scott
Chairman
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Nkechi Iheme
Director
- Total calculated
- $0
- Hours/week
- 1
-
McCloskey John
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Murray Gale
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Malone Megan
Director
- Total calculated
- $0
- Hours/week
- 1
-
Newcomb Joe
Director
- Total calculated
- $0
- Hours/week
- 1
-
Wood Beth
Director
- Total calculated
- $0
- Hours/week
- 1
-
Loftus Patricia
Director
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Part I, Line 6b: Explanation of organization compensation contingent on net earnings from related or
- The President's compensation is tied to the achievement of the organization's financial and operational goals.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
Service Corps Retired Executives Assoc
501(c)(3) · Provide Technical & Managerial Guidance · DC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 27 February 2024
- IRS schema version
- 2022v5.0
- Source object
- 202400589349300335
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