Totals
- Total revenue
- $9,499,656
- Total expenses
- $2,456,051
- Contributions and grants received
- $9,338,640
- Grants paid
- $303,108
- Program service revenue
- $39,300
- Investment income
- $121,716
- Other revenue
- $0
- Total assets, end of year
- $10,641,535
- Total liabilities, end of year
- $230,405
- Net assets or fund balances, end of year
- $10,411,130
- Program services expenses (Part IX)
- $2,313,336
- Management and general expenses
- $83,781
- Fundraising expenses
- $58,934
- Program service expenses (Part III)
- $2,313,336
Program services were 94.2% 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.
-
1e · Government grants (contributions)
$49,018
-
1f · All other contributions, gifts and grants
$9,289,622
-
2a · Program service revenue: PROGRAM SERVICE REVENUE
total $39,300 · related or exempt $39,300
-
3 · Investment income
total $122,187 · excluded $122,187
-
7b · Less cost or other basis and sales expenses
other assets $471
-
7c · Gain or loss
other assets -$471
-
7d · Net gain or loss
total -$471 · related or exempt -$471
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $272,900 · program services $272,900
-
2 · Grants to domestic individuals
total $30,208 · program services $30,208
-
5 · Compensation of officers, directors and key employees
total $160,000 · program services $128,000 · management and general $16,000 · fundraising $16,000
-
7 · Other salaries and wages
total $567,248 · program services $524,414 · management and general $21,417 · fundraising $21,417
-
8 · Pension plan contributions
total $60,294 · program services $54,090 · management and general $3,102 · fundraising $3,102
-
10 · Payroll taxes
total $55,218 · program services $49,535 · management and general $2,842 · fundraising $2,841
-
11b · Fees: legal
total $2,535 · management and general $2,535
-
11c · Fees: accounting
total $10,448 · management and general $10,448
-
11f · Fees: investment management
total $9,870 · management and general $9,870
-
11g · Fees: other
total $852,282 · program services $852,282
-
12 · Advertising and promotion
total $11,236 · program services $11,236
-
13 · Office expenses
total $11,208 · program services $7,045 · fundraising $4,163
-
16 · Occupancy
total $49,972 · program services $44,975 · management and general $4,997
-
17 · Travel
total $49,904 · program services $45,935 · fundraising $3,969
-
19 · Conferences, conventions and meetings
total $92,459 · program services $92,459
-
22 · Depreciation, depletion and amortization
total $14,069 · program services $14,069
-
23 · Insurance
total $5,471 · management and general $5,471
-
24a · Other expenses: COMPUTER EXPENSES
total $65,735 · program services $65,735
-
24b · Other expenses: MEALS
total $31,385 · program services $26,290 · fundraising $5,095
-
24c · Other expenses: DUES & SUBSCRIPTIONS
total $27,577 · program services $27,577
-
24d · Other expenses: MATERIALS & SUPPLIES
total $24,429 · program services $22,134 · fundraising $2,295
-
24e · All other expenses
total $51,603 · program services $44,452 · management and general $7,099 · fundraising $52
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $28,883 · end of year $1,622,176
-
2 · Savings and temporary cash investments
beginning of year $95,912 · end of year $250,000
-
3 · Pledges and grants receivable
beginning of year $26,000 · end of year $7,896,495
-
10a · Land, buildings and equipment: cost or other basis
$80,696
-
10b · Land, buildings and equipment: accumulated depreciation
$32,156
-
10c · Land, buildings and equipment, net
beginning of year $28,094 · end of year $48,540
-
15 · Other assets
beginning of year $3,428,240 · end of year $824,324
-
17 · Accounts payable and accrued expenses
beginning of year $116,082 · end of year $92,016
-
19 · Deferred revenue
beginning of year $30,000 · end of year $78,875
-
25 · Other liabilities
beginning of year $93,522 · end of year $59,514
-
27 · Net assets without donor restrictions
beginning of year $1,412,032 · end of year $1,936,913
-
28 · Net assets with donor restrictions
beginning of year $1,955,493 · end of year $8,474,217
Mission and programs · 2023
Mission
SPARTANBURG 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 WE ENSURE SPARTANBURG COUNTY'S CHILDREN AND YOUTH REACH ACADEMIC AND LIFE SUCCESS BY CONVENING PARTNERS, ALIGNING RESOURCES AND DRIVING EQUITY.
-
THE 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. SAM ALSO OFFERS TRAINING THROUGH THE CENTER FOR RESILIENT SCHOOLS AND COMMUNITIES BY WORKING WITH SPARTANBURG COUNTY FAMILIES, SCHOOLS, AND COMMUNITIES TO BUILD SUPPORTS AND SYSTEMS THAT INCREASE CHILDREN'S SUCCESS, PARTICULARLY IN NEIGHBORHOODS WHERE EDUCATIONAL DISPARITIES EXIST.
Expenses $2,313,336 · Grants $303,108
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Dr Russell BookerDR RUSSELL BOOKER
CHIEF EXEC O
- Total calculated
- $165,200
- From this org
- $160,000
- From related orgs
- $0
- Other
- $5,200
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $160,000
- Bonus
- not reported
- Other
- not reported
- Deferred
- $5,200
- Nontaxable benefits
- not reported
- Filer's total
- $165,200
-
Dr Darryl OwingsDR DARRYL OWINGS
VICE-CHAIR
- Total calculated
- $0
-
Dr Ingo AngermeierDR INGO ANGERMEIER
TREASURER
- Total calculated
- $0
-
Mr William Barnet IIIMR WILLIAM BARNET III
INTERIM BOAR
- Total calculated
- $0
-
Kathy DunleavyKATHY DUNLEAVY
DIRECTOR
- Total calculated
- $0
-
Troy HannaTROY HANNA
DIRECTOR
- Total calculated
- $0
-
Todd StephensTODD STEPHENS
DIRECTOR
- Total calculated
- $0
-
Paige StephensonPAIGE STEPHENSON
DIRECTOR
- Total calculated
- $0
-
Molly Talbot-MetzMOLLY TALBOT-METZ
DIRECTOR
- Total calculated
- $0
-
Shaunte' EvansSHAUNTE' EVANS
DIRECTOR
- Total calculated
- $0
-
Phil FeisalPHIL FEISAL
DIRECTOR
- Total calculated
- $0
-
B Cole AlversonB COLE ALVERSON
DIRECTOR
- Total calculated
- $0
-
Dr Randall GaryDR RANDALL GARY
DIRECTOR
- Total calculated
- $0
-
Araceli Hernandez-LarocheARACELI HERNANDEZ-LAROCHE
DIRECTOR
- Total calculated
- $0
-
Avi LawrenceAVI LAWRENCE
DIRECTOR
- Total calculated
- $0
-
Dr Kira ReavesDR KIRA REAVES
SECRETARY
- Total calculated
- $0
-
Dr Michael MikotaDR MICHAEL MIKOTA
DIRECTOR
- Total calculated
- $0
-
Allen SmithALLEN SMITH
DIRECTOR
- Total calculated
- $0
-
Dr John StockwellDR JOHN STOCKWELL
DIRECTOR
- Total calculated
- $0
-
Dr Bennie HarrisDR BENNIE HARRIS
DIRECTOR
- Total calculated
- $0
-
Susu JohnsonSUSU JOHNSON
EMERITUS
- Total calculated
- $0
-
Catherine Bass BlackCATHERINE BASS BLACK
DIRECTOR
- Total calculated
- $0
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
None.
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
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
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
-
ONE SPARTANBURG INC
$66,000
STAR FELLOWSHIP PROG
-
SPARTANBURG SCHOOL DISTRICT 7
$60,000
CARVER COLLABORATIVE
-
CITY OF SPARTANBURG
$50,000
HIGHLAND TRANSFORMAT
-
NORTHSIDE DEVELOPMENT
$30,000
COMMUNITY PLAN
-
FIRST PRESBYTERIAN CHURCH SPTBG
$25,000
FAITH INITIATIVE
-
BROTHERS RESTORING URBAN HOPE
$9,600
AFTERSCHOOL, SUMMER
-
USC UPSTATE
$6,700
COLLEGE OF NURSING
-
THE SOUND OF LEARNING LLC
$6,000
SUMMER SHAKEDOWN
-
ITUTOR ACADEMIC CENTER
$5,600
SUMMER SHAKEDOWN
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 28 August 2024
- IRS schema version
- 2023v5.0
- Source object
- 202403169349301420
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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