2023-11-15T08:34:48-06:00 2022-12-31 570674209 ABERNETHY & COMPANY PC 3200 DEVINE STREET COLUMBIA SC 29205 990 2022-01-01 271904900 INSTITUTE FOR CHILD SUCCESS INC INST 8642878063 1 N MAIN STREET FLOOR 4 GREENVILLE SC 29601 JAMIE MOON CHIEF EXECUTIVE OFFICER 8642878063 2023-11-14 1 JAMIE MOON 999009999 0 H BENJAMIN WILLIAMS IV P00091195 8037798070 2023-11-14 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X JAMIE MOON 1 N MAIN ST FLOOR 4 GREENVILLE SC 29601 4831076 0 X WWW.INSTITUTEFORCHILDSUCCESS.ORG X 2009 SC ICS ADVANCES HUMAN-FOCUSED AND EQUITY-CENTERED POLICIES, PARTNERS, AND PRACTICES TO TRANSFORM SYSTEMS THAT IMPACT YOUNG CHILDREN AND THEIR FAMILIES. WE ACHIEVE THIS BY: GENERATING RESEARCH INSIGHTS ON THE BEST POLICIES AND PRACTICES TO SUPPORT YOUNG CHILDREN AND FAMILIES. OFFERING PROGRAM DEVELOPMENT AND EVALUATION SUPPORT TO HELP EARLY CHILDHOOD PROGRAMS MAXIMIZE THEIR IMPACT. PROVIDING SMART FINANCIAL SOLUTIONS TO ORGANIZATIONS, GOVERNMENTS, AND COMMUNITIES. CREATING SYSTEMS-LEVEL CHANGE THROUGH RESOURCES AND OUTREACH TO INCREASE EQUITABLE AND EFFECTIVE MEASUREMENT PRACTICES AMONG THE EARLY CHILDHOOD WORKFORCE. 19 19 22 0 0 0 2656850 4145915 184794 684429 648 732 0 0 2842292 4831076 2700 4000 0 0 1101852 1988495 0 0 156091 944505 2167048 2049057 4159543 793235 671533 2517388 4018889 1047972 1877940 1469416 2140949 X THE INSTITUTE FOR CHILD SUCCESS (ICS) IS AN INDEPENDENT, NONPARTISAN, NONPROFIT RESEARCH AND POLICY ORGANIZATION DEDICATED TO THE SUCCESS OF ALL YOUNG CHILDREN. ICS PURSUES ITS MISSION IN FOUR PRIMARY WAYS: PROPOSING SMART PUBLIC POLICIES, GROUNDED IN RESEARCH; ADVISING GOVERNMENTS, NONPROFITS, FOUNDATIONS, AND OTHER STAKEHOLDERS ON STRATEGIES TO IMPROVE OUTCOMES; SHARING KNOWLEDGE, CONVENING STAKEHOLDERS, EMBRACING SOLUTIONS, AND ACCELERATING IMPACT; ENCOURAGING AND CULTIVATING CATALYTIC, INNOVATIVE LEADERSHIP IN EARLY CHILDHOOD. 1 0 2200390 4000 684429 POLICY, RESEARCH AND IMPACT BUSINESS SEGMENT - SEE SCHEDULE OPOLICY, RESEARCH AND IMPACT BUSINESS SEGMENTIN 2022, THE ORGANIZATION SAW RAPID GROWTH IN SUPPORT OF ITS MISSION. IN FEBRUARY 2022, ICS WAS ASSIGNED THE GRANTS AND CONSULTING CONTRACTS AND HIRED THE EMPLOYEES ASSOCIATED WITH EC PRISM, AN INITIATIVE THAT HAD BEEN BASED AT THE UNIVERSITY OF OREGON. EC PRISM AIMS TO INCREASE ACCEPTANCE, UNDERSTANDING, AND CAPACITY OF MEASUREMENT AND EVALUATION WITHIN THE EARLY CHILDHOOD FIELD. THROUGH THIS INTEGRATION, ICS IS NOW ABLE TO INCREASE ITS IMPACT. WE CONTINUED TO LEVERAGE THE IMPACT MEASURES TOOL WE ACQUIRED VIA EC PRISM, WHICH NOW HAS OVER 250 EARLY CHILDHOOD MEASURES. TOGETHER, IN 2022 WE HAVE SPREAD THE WORD AT NUMEROUS EVENTS ABOUT KEY ISSUES SUCH AS EQUITY IN MEASUREMENT AND EVIDENCE-BASED EARLY CHILDHOOD INVESTMENTS, INCLUDING OUR ANNUAL NURTURING DEVELOPING MINDS CONFERENCE, WHICH FOCUSED ON STRENGTHENING FAMILIES. WE WERE DELIGHTED TO BE AWARDED THE HEALTH RESOURCES AND SERVICES ADMINISTRATION'S EVIDENCE TO IMPACT GRANT, UNDER WHICH WE WILL PARTNER WITH SEVERAL NATIONAL ORGANIZATIONS TO IMPROVE OUTCOMES AND REDUCE DISPARITIES IN COMMUNITIES FACED WITH CHILDHOOD POVERTY. WE PREPARED AND PRESENTED A RESEARCH PAPER WHICH TOOK A COMPREHENSIVE LOOK AT THE EARLY CHILDHOOD WORKFORCE AND THE CHALLENGES THEY FACE. TOTAL REVENUES WERE $3,424,864, WHICH INCLUDED GRANTS OF $2,641,127, CONSULTING AND CONFERENCE FEES OF $534,424, HELLO FAMILY MANAGEMENT FEE OF $150,000, AND OTHER REVENUES OF $99,308. TOTAL PROGRAM EXPENSES WERE $2,200,390, OF WHICH $4,000 WAS FOR GRANTS, $1,525,441 WAS FOR COMPENSATION, BENEFITS AND PAYROLL TAXES, $437,856 WAS FOR FEES FOR SERVICES, $91,191 WAS FOR TRAVEL, CONFERENCES, EVENTS AND MEETINGS, $80,611 WAS FOR TECHNOLOGY AND WEBSITE AND THE REMAINING $61,291 WAS FOR OFFICE SUPPORT, OCCUPANCY, MEMBERSHIPS, DUES AND SUBSCRIPTIONS, DEPRECIATION AND OTHER EXPENSES. NET ASSETS FOR THIS PROGRAM WERE $1,113,819 AT DECEMBER 31, 2022, OF WHICH $256,049 IS NOT SUBJECT TO DONOR RESTRICTIONS AND $857,770 IS SUBJECT TO DONOR RESTRICTIONS.PLEASE VISIT WWW.INSTITUTEFORCHILDSUCCESS.ORG FOR A COMPREHENSIVE LIST OF ICS' WORK AND SUCCESSES. 1161096 HELLO FAMILY PROGRAM BUSINESS SEGMENT - SEE SCHEDULE OHELLO FAMILY PROGRAM BUSINESS SEGMENTTHE ORGANIZATION CONTINUES TO BE SIGNIFICANTLY INVOLVED IN THE HELLO FAMILY PROGRAM, A COMPREHENSIVE MULTI-YEAR PROGRAM INITIATED IN 2022 BY THE CITY OF SPARTANBURG, SOUTH CAROLINA , IN PARTNERSHIP WITH SEVERAL COMMUNITY STAKEHOLDERS, TO CREATE AN OVERARCHING CULTURE OF HEALTH AND TO IMPROVE BIRTH, HEALTH, LEARNING, AND CHILD WELFARE OUTCOMES FOR CHILDREN LIVING IN THE CITY, PRENATAL THROUGH AGE FIVE. UNDER AN OUTCOME PAYOR AGREEMENT WITH THE CITY, THE ORGANIZATION IS DESIGNATED AS THE PROJECT MANAGER FOR THE PROGRAM, IS RESPONSIBLE FOR MANAGING AND IMPLEMENTING THE PROGRAM TO SERVE THE TARGET POPULATION, SERVES AS THE FINANCIAL AND INFORMATION INTERMEDIARY FOR THE PROGRAM, AND SUPERVISES AND COORDINATES THE WORK OF VARIOUS SERVICE PROVIDERS. IN 2022, THE HELLO FAMILY PROGRAM COORDINATED THE WORK OF SEVEN PROGRAM SERVICE PROVIDERS, AND MADE EXCELLENT STRIDES TOWARDS ACHIEVING THE POSITIVE IMPACTS ANTICIPATED FOR THE PROGRAM.TOTAL REVENUES WERE $1,406,212, WHICH INCLUDED GRANTS OF $425,000 AND BENEFICIAL INTEREST IN RESTRICTED PROGRAMS OUTCOME ACCOUNT OF $981,212. TOTAL PROGRAM EXPENSES WERE $1,161,096, OF WHICH $933,331 WAS FOR FEES FOR SERVICES, $150,000 WAS FOR A MANAGEMENT FEE TO ICS'S POLICY, RESEARCH AND IMPACT BUSINESS SEGMENT, $5,570 WAS FOR TECHNOLOGY AND WEBSITES, $72,145 WAS FOR INTEREST, AND $50 WAS FOR OFFICE SUPPORT. NET ASSETS FOR THIS PROGRAM WERE $1,027,130 AT DECEMBER 31, 2022, ALL OF WHICH IS SUBJECT TO DONOR RESTRICTIONS. 3361486 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 22 0 1 22 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 SC X X THE ORGANIZATION 8642878063 1 N MAIN STREET FLOOR 4 GREENVILLE SC 29601 GARY GLICKMAN CHAIR 1.00 X X 0 0 0 CALVIN L CALHOUN III VICE CHAIR 1.00 X X 0 0 0 NATALMA MCKNEW TREASURER 1.00 X X 0 0 0 MARION E BROOME PHD RN FAAN SECRETARY 1.00 X X 0 0 0 DESMOND KELLY MD IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 NEIL GRAYSON EXECUTIVE COMMITTEE MEMBER 1.00 X X 0 0 0 JOKEITHA SEABROOK EXECUTIVE COMMITTEE MEMBER 1.00 X X 0 0 0 THE HONORABLE LORANNE AUSLEY TRUSTEE 1.00 X 0 0 0 CRYSTAL CAMPBELL DHL TRUSTEE 1.00 X 0 0 0 THE HONORABLE MERL CODE TRUSTEE 1.00 X 0 0 0 CAROLYN ELLIS TRUSTEE 1.00 X 0 0 0 PAUL DWORKIN MD TRUSTEE 1.00 X 0 0 0 FRANCES ELLISON TRUSTEE 1.00 X 0 0 0 SYLVIA ECHOLS TRUSTEE 1.00 X 0 0 0 ANN ROBINSON TRUSTEE 1.00 X 0 0 0 DEB LONG TRUSTEE 1.00 X 0 0 0 FRANCIS RUSHTON JR MD FAAP TRUSTEE 1.00 X 0 0 0 WILLIAM F SCHMIDT MD PHD TRUSTEE 1.00 X 0 0 0 CHRIS STORY TRUSTEE 1.00 X 0 0 0 RICHARD WILKERSON TRUSTEE 1.00 X 0 0 0 SUSAN THOMSON SHI PHD TRUSTEE 1.00 X 0 0 0 JAMIE MOON CHIEF EXECUTIVE OFFICER 40.00 X 222782 0 18841 BRYAN BOROUGHS CHIEF OPERATING OFFICER AND GENERAL COUNSEL 40.00 X 138235 0 26204 MARY GARVEY CHIEF EQUITY OFFICER 40.00 X 107368 0 14352 TYSON BARKER CHIEF SCIENCE & INNOVATION OFFICER 40.00 X 100917 0 12317 JOHN CONCKLIN VP OF STRATEGY & FINANCE 40.00 X 100211 0 19927 MEGAN CAROLAN VP OF POLICY RESEARCH 40.00 X 103341 0 26929 772854 0 118570 6 0 1 0 HOPE CENTER FOR CHILDREN 202 HUDSON L BARKSDALE BLVD SPARTANBURG SC 29306 334951 SOUTH CAROLINA INFANT MENTAL HEALTH ASSO 1 CARRIAGE LANE CHARLESTON SC 29407 241629 SPARTANBURG COUNTY FIRST STEPS 900 S PINE ST C SPARTANBURG SC 29302 217900 BIRTHMATTERS 501 HOWARD STREET SUITE A SPARTANBURG SC 29303 191043 4 4145915 4145915 CONSULTING AND CONFERE 900099 534429 534429 MANAGEMENT FEE 900099 150000 150000 684429 732 732 4831076 684429 0 732 X 4000 4000 755293 491038 145855 118400 895845 764278 124986 6581 33819 28959 4860 175339 142903 30213 2223 128199 98263 20634 9302 13456 13456 105848 105848 12156 12156 1569706 1509031 60675 5857 357 5500 18093 3423 14670 120527 86182 30983 3362 38826 19413 19413 95806 55386 35816 4604 54724 36221 6884 11619 76261 72145 4116 8700 8700 9698 9698 MEMBERSHIP, DUES & SUBS 32170 25340 6830 PRINTING & GRAPHICS 5220 3691 1529 4159543 3361486 641966 156091 1718464 1721212 152000 585926 8159 35595 43500 15225 36975 28275 64879 601790 1583002 2517388 4018889 97972 219940 200000 600000 1508000 150000 150000 1047972 1877940 X 660527 256049 808889 1884900 1469416 2140949 2517388 4018889 671533 0 X X 0 1 X 1 0 X 1434646 1349228 1431633 2656850 4145915 11018272 1434646 1349228 1431633 2656850 4145915 11018272 11018272 353 260 484 648 732 2477 25575 260 28198 684429 738462 11759211 0.93700 0.63920 X PART II, SECTION B, LINE 10 OTHER INCOME CONSISTS OF CONSULTING/CONFERENCE INCOME AND PROGRAM MANAGEMENT FEES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12156 12156 3361486 3373642 318682 79671 0 0 186941 192334 236701 318682 934658 1401987 16667 8501 6431 12156 43755 46735 48084 59175 79671 233665 350498 PARTS II-A LINES 1 AND 2 SCHEDULE C LOBBYING EXPENSES INCLUDES STAFF COSTS, TRAVEL COSTS, AND MEETING COSTS RELATING TO DISCUSSIONS WITH LEGISLATORS. LOBBYING EXPENDITURES RELATED TO LEGISLATION THAT HAS DIRECT IMPACTS ON THE ORGANIZATIONS MISSION. 43500 15225 28275 28275 SECURITY DEPOSITS 1790 BENEFICIAL INTEREST IN RESTRICTED OUTCOMES ACCOUNT 1581212 1583002 X 4681076 0 4681076 150000 150000 4831076 4009543 0 4009543 150000 150000 4159543 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF DECEMBER 31, 2022. PART XI, LINE 4B - OTHER ADJUSTMENTS: SEE PART XI, LINE 4B EXPLANATION BELOW PART XII, LINE 4B - OTHER ADJUSTMENTS: SEE PART XII, LINE 4B EXPLANATION BELOW PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF DECEMBER 31, 2022. PART XI, LINE 4B: THE POLICY, RESEARCH AND IMPACT BUSINESS SEGMENT RECEIVED A MANAGEMENT FEE FROM THE HELLO FAMILY PROGRAM BUSINESS SEGMENT FOR OVERSIGHT OF THE HELLO FAMILY PROGRAM. THIS MANAGEMENT FEE REVENUE WAS ELIMINATED IN CONSOLIDATION OF THE TWO BUSINESS SEGMENTS IN THE AUDITED FINANCIAL STATEMENTS. PART XII, LINE 4B: THE HELLO FAMILY BUSINESS SEGMENT PAID A MANAGEMENT FEE FROM TO THE POLICY, RESEARCH AND IMPACT BUSINESS SEGMENT FOR OVERSIGHT OF THE HELLO FAMILY PROGRAM. THIS MANAGEMENT FEE EXPENSE WAS ELIMINATED IN CONSOLIDATION OF THE TWO BUSINESS SEGMENTS IN THE AUDITED FINANCIAL STATEMENTS. X 0 0 0 0 0 0 0 0 0 JAMIE MOON CHIEF EXECUTIVE OFFICER 202782 0 20000 0 0 0 4800 0 14041 0 241623 0 0 0 BRYAN BOROUGHS CHIEF OPERATING OFFICER AND GENERAL 132235 0 6000 0 0 0 6623 0 19581 0 164439 0 0 0 FORM 990, PART III, LINE 2 IN FEBRUARY 2022, ICS WAS ASSIGNED THE GRANTS AND CONSULTING CONTRACTS AND HIRED THE EMPLOYEES ASSOCIATED WITH EC PRISM, AN INITIATIVE THAT HAD BEEN BASED AT THE UNIVERSITY OF OREGON. AN IMPACT MEASURES TOOL WAS ALSO ACQUIRED. THE WORK OF THIS TEAM IS ACCOUNTED FOR WITHIN THE ORGANIZATION'S POLICY, RESEARCH AND IMPACT BUSINESS SEGMENT. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS REVIEWED BY THE PRESIDENT AND CEO, GENERAL COUNSEL, VICE PRESIDENT OF STRATEGY AND FINANCE AND OUTSOURCED CONTROLLER. IN ADDITION, A COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S FINANCE AND/OR EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE BOARD, STAFF AND VOLUNTEERS WHO SERVE ON COMMITTEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTERET CERTIFICATE, WHICH REQUIRES DISCLOSURE OF POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 BOARD CHAIR REVIEWS ICS PRESIDENT ANNUALLY AND RECOMMENDS COMPENSATION FOR UPCOMING YEAR TO FULL BOARD OF DIRECTORS EXECUTIVE COMMITTEE WHO MUST APPROVE. IN CONSIDERING COMPENSATION, PERFORMANCE OVER PREVIOUS YEAR TAKEN INTO ACCOUNT AS WELL AS COMPENSATION OF OTHER 501(C)(3) CEOS WITH A SIMILAR PORTFOLIO OF RESPONSIBILITIES. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST AND ON THE ORGANIZATIONS WEBSITE AT HTTP://WWW.INSTITUTEFORCHILDSUCCESS.ORG/. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE ALSO MADE AVAILABLE ON THE ORGANIZATIONS WEBSITE. FORM 990, PART IX, LINE 11G TRAINING: PROGRAM SERVICE EXPENSES 30,420. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,420. PROGRAMS CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 1,478,611. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,478,611. BRANDING SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,000. OTHER ADMINISTRATIVE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 19,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,500. STRATEGIC & ORGANIZATIONAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 37,175. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,175. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S FINANCE OR EXECUTIVE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE ANNUAL AUDIT.