2024-05-07T17:51:35-05:00 2023-06-30 912011386 JACOBSON JARVIS & CO PLLC 200 1ST AVE W SUITE 200 SEATTLE WA 98119 990 2022-07-01 205561911 COLLEGE SUCCESS FOUNDATION - DISTRICT OF COLUMBIA COLL 2022071800 1220 12TH ST SE 260 WASHINGTON DC 20003 LESTER MCKEE EXECUTIVE DIRECTOR 2022071800 2024-02-06 1 LESTER MCKEE 999009999 0 KATIE JOENS CPA P02389255 2066288990 2024-02-06 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z CSF-DC JAMES DORSEY 1220 12TH ST SE 260 WASHINGTON DC 20003 2173297 0 X WWW.COLLEGESUCCESSFOUNDATION.ORG X 2006 WA PREPARE LOW-INCOME STUDENTS TO FINISH HIGH SCHOOL, GRADUATE COLLEGE AND SUCCEED IN LIFE. 8 7 26 15 0 0 1491235 1759768 382005 269960 92686 143569 -112645 -134980 1853281 2038317 11907 1500 0 0 1528957 1345105 0 0 387249 1429471 1355915 2970335 2702520 -1117054 -664203 8758139 8271819 599536 2916483 8158603 5355336 WE COACH AND SUPPORT STUDENTS FROM LOW SOCIOECONOMIC BACKGROUNDS TO PREPARE FOR AND GRADUATE FROM COLLEGE AS TRANSFORMATIONAL LEADERS IN ORDER TO FORGE A JUST AND EQUITABLE SOCIETY. 0 0 1397810 269960 MIDDLE SCHOOLS AND HIGH SCHOOLS PROGRAM: BEGINNING AS EARLY AS 7TH GRADE AND CONTINUING THROUGH COLLEGE GRADUATION, CSF-DC PROVIDES ACADEMIC ADVISING AND MENTORING AND EARLY COLLEGE AWARENESS THROUGH A COMPREHENSIVE SERIES OF SUPPORTS DESIGNED TO ENSURE HIGH SCHOOL GRADUATION AND COLLEGE ADMISSION, INCREASE COLLEGE RETENTION AND GRADUATION RATES, AND FOSTER POST-GRADUATE CAREER AND LEADERSHIP DEVELOPMENT. THE CSF-DC TEAM PROVIDES SUPPORT DIRECTLY IN THE SCHOOLS TO ENSURE THAT AVAILABLE ACADEMIC AND YOUTH DEVELOPMENT RESOURCES NECESSARY TO HELP STUDENTS BUILD THEIR ACADEMIC AND LEADERSHIP COMPETENCIES ARE UTILIZED AND APPROPRIATELY PACKAGED. THROUGH A UNIQUE SYSTEM OF INTEGRATED ADVISEMENT AND ACADEMIC SUPPORT, STUDENTS ARE PROVIDED CUSTOMIZED ACADEMIC ASSISTANCE, WRAPAROUND CASE MANAGEMENT SUPPORT, AND YOUTH DEVELOPMENT SERVICES. THE MIDDLE SCHOOL AND HIGH SCHOOL PROGRAMS INCLUDE WEEKLY IN-SCHOOL ACADEMIC ADVISING AND MONITORING MEETINGS; A 20-WEEK SATURDAY ACADEMY IN LANGUAGE ARTS, MATHEMATICS, AND STEM FIELDS; A SIX WEEK SUMMER ACADEMIC ENRICHMENT PROGRAM; AND COLLEGE TOURS. STUDENTS IN THE HIGH SCHOOL PROGRAM ALSO RECEIVE SAT TEST PREPARATION, IDENTIFICATION OF COLLEGES OF "BEST FIT", COLLEGE ADMISSIONS AND FINANCIAL SUPPORT, AND SCHOLARSHIP IDENTIFICATION AND PACKAGING ASSISTANCE. 417086 1500 COLLEGE PROGRAMS: REMOVE THE FINANCIAL BARRIERS, INCREASE COLLEGE RETENTION AND GRADUATION. ALL CSF-DC STUDENTS ENROLLING IN COLLEGE ARE ASSIGNED A COLLEGE SUPPORT ADVISOR, WHO PROVIDES COACHING AND GUIDANCE ON A MONTHLY BASIS. THE ADVISORS AND STUDENTS CO-AUTHOR PLANS TO ADDRESS ACADEMIC, SOCIAL, EMOTIONAL AND FINANCIAL BARRIERS TO MATRICULATION AND COLLEGE COMPLETION. COLLEGE SUPPORT ADVISORS VISIT COLLEGE CAMPUSES TO ASSESS STUDENT PROGRESS AND CONNECT STUDENTS WITH SUPPORT PROVIDED BY THEIR INSTITUTIONS. ANNUALLY, THE COLLEGE SUPPORT TEAM HOSTS DC-BASED EVENTS TO PROMOTE LEADERSHIP, NETWORKING AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR THE COLLEGE STUDENTS. 1814896 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 60 0 1 26 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 VA MD DC X SARAH PORTER 4254162000 15500 SE 30TH PLACE NO 200 BELLEVUE WA 98007 JAMES DORSEY PRESIDENT AND CEO 5.00 45.00 X X 0 222766 23497 CREIGHTON MAGID CHAIR 2.00 2.00 X X 0 0 0 RICHARD J BELL BOARD MEMBER 2.00 X 0 0 0 PARKER BRILL BOARD MEMBER 2.00 X 0 0 0 TINA ESKRIDGE BOARD MEMBER 2.00 X 0 0 0 MONISH KUNDRA BOARD MEMBER 2.00 X 0 0 0 LINDA LEFTRICT BOARD MEMBER 2.00 X 0 0 0 MARISSA MILTON BOARD MEMBER 2.00 X 0 0 0 JOE PORTERA BOARD MEMBER 2.00 X 0 0 0 YORAM RUBANEKO BOARD MEMBER 2.00 X 0 0 0 LESTER MCKEE EXECUTIVE DIRECTOR 40.00 X 160175 0 20067 KEVIN MUNGIN DIRECTOR OF PROGRAMS 40.00 X 105802 0 12823 MAGDALENA NAYYAR DIRECTOR OF DEVELOPMENT 40.00 X 136371 0 6483 402348 222766 62870 3 0 1 0 COLLEGE SUCCESS FOUNDATION 15500 SE 30TH PLACE STE 200 BELLEVUE WA 98007 ADMINISTRATION 616500 1 933477 826291 1759768 STUDENT SUPPORT 900099 269960 269960 269960 143569 143569 0 933477 134980 -134980 -134980 2038317 269960 0 8589 1500 1500 482625 132573 191011 159041 697996 599679 44690 53627 22891 18727 1942 2222 57770 53340 3505 925 83823 54240 15009 14574 10335 10335 137687 133775 3051 861 52080 43938 4602 3540 8754 5526 677 2551 300824 240313 24633 35878 6947 5833 851 263 8284 7449 835 616500 346180 158632 111688 21194 21194 CATERING 48379 29182 19197 FACILITY & EQUIPMENT RE 38095 37532 563 HONORARIUM AND STIPEND 36650 36650 STUDENT TRAVEL 33464 33464 36722 34995 1046 681 2702520 1814896 500375 387249 295319 4515445 2898804 1046640 167062 15636 31814 267249 148565 20638 118684 3159780 3778256 0 981880 8758139 8271819 186901 176577 258522 1686779 154113 20157 0 1032970 599536 2916483 X 4506674 5192664 3651929 162672 8158603 5355336 8758139 8271819 X -664203 291567 -2430631 X X 0 1 X 1 0 X X X 1 COLLEGE SUCCESS FOUNDATION 912036088 7 1 616500 0 1 616500 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 X 0 24000 0 24000 2692730 30994705 2692730 31018705 284637 1000000 71159 250000 0 0 0 0 998291 1000000 1000000 1000000 3998291 5997437 24500 22000 20500 24000 91000 249573 250000 250000 250000 999573 1499360 119241 9937 109304 148008 138628 9380 118684 RIGHT OF USE ASSET 981880 981880 OPERATING LEASE LIABILITY 1032970 1032970 COSTCO BREAKFAST 933477 933477 16500 79735 38745 933477 933477 16500 79735 38745 134980 -134980 X X X X 0 0 0 0 0 0 0 0 0 JAMES DORSEY PRESIDENT AND CEO 0 222766 0 0 0 0 0 11484 0 12013 0 246263 0 0 LESTER MCKEE EXECUTIVE DIRECTOR 156356 0 3819 0 0 0 8404 0 11663 0 180242 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 COLLEGE SUCCESS FOUNDATION IS THE SOLE MEMBER OF CSF-DC. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER, COLLEGE SUCCESS FOUNDATION, APPOINTS ITS PRESIDENT AND CEO TO THE CSF-DC BOARD. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER APPROVES THE ELECTION OF THE CSF-DC BOARD MEMBERS. UPON DISSOLUTION, THE SOLE MEMBER'S BOARD MEMBERS HAVE THE RESPONSIBILITY OF DISTRIBUTING THE REMAINING ASSETS OF CSF-DC. FORM 990, PART VI, SECTION B, LINE 11B THE REVIEW PROCESS OF THE FORM 990 INCLUDES A DETAILED REVIEW BY THE CEO AND DIRECTOR OF FINANCE AND ACCOUNTING OF COLLEGE SUCCESS FOUNDATION (CONTROLLING ENTITY). SUBSEQUENT TO THE REIVEW BY THE FINANCE COMMITTEE AND PRIOR TO THE FILING OF THE RETURN, ALL BOARD MEMBERS RECIEVE A COPY OF THE 990 FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE POLICIES, RULES, AND REGULATIONS ADOPTED BY THE CORPORATION RELATED TO CONFLICT OF INTEREST SHALL APPLY TO ANY PERSON APPOINTED BY THE BOARD OF DIRECTORS IN ANY CAPACITY AND TO THE MEMBERS OF THE BOARD OF DIRECTORS THEMSELVES AND KEY EMPLOYEES. CONFLICT OF INTEREST QUESTIONNAIRES ARE REQUESTED OF ALL DIRECTORS ANNUALLY AND FOR THE NEW DIRECTORS AT THE TIME THEY JOIN THE BOARD. THE DIRECTOR OF FINANCE AND ACCOUNTING REVIEWS THE QUESTIONNAIRE RESULTS, AND IF A CONFLICT ARISES, THE BOARD MEMBER RECUSES THEMSELVES FROM THE DISCUSSION AND VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S SALARY IS DETERMINED BY THE RECOMMENDATION FROM THE CSF-DC BOARD OF DIRECTORS. EXTERNAL MARKET SALARY REVIEWS ARE CONDUCTED FOR ALL POSITIONS, INCLUDING THE EXECUTIVE DIRECTOR, EVERY 4-5 YEARS. COMPENSATION FOR ALL NEW EMPLOYEES IS REVIEWED AT THE TIME OF HIRING. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: SCHOLARSHIP COMMITMENT ADJUSTMENTS 128,832. CHANGE IN CONTRACT VALUE -2,559,463. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE PROCESS HAS NOT CHANGED. COLLEGE SUCCESS FOUNDATION 15500 SE 30TH PLACE STE 200 BELLEVUE WA 98007 912036088 TO INSPIRE UNDERSERVED, LOW-INCOME STUDENTS WA 501(C)(3) LINE 7 N/A 0 MENTOR WASHINGTON 15500 SE 30TH PLACE STE 200 BELLEVUE WA 98007 208335617 SUPPORT TO WASHINGTON STATE MENTORING ORGANIZATIONS WA 501(C)(3) LINE 12A, I COLLEGE SUCCESS FOUNDATION 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 COLLEGE SUCCESS FOUNDATION M 616500 BOOK VALUE COLLEGE SUCCESS FOUNDATION15500 SE 30TH PLACE STE 200BELLEVUE, WA 98007EIN: 91-2036088TOTAL EXPENSES: $27,299,796LOBBYING EXPENDITURES: $18,000MENTOR WASHINGTON15500 SE 30TH PLACE STE 200BELLEVUE, WA 98007EIN: 20-8335617TOTAL EXPENSES: $1,026,179LOBBYING EXPENDITURES: $6,000