2026-02-24T13:25:41-06:00 2025-06-30 570674209 ABERNETHY & COMPANY PC 3200 DEVINE STREET COLUMBIA SC 29205 990 2024-07-01 271904900 INSTITUTE FOR CHILD SUCCESS INC INST 8642878063 1 N MAIN STREET FLOOR 4 GREENVILLE SC 29601 JAMIE MOON CHIEF EXECUTIVE OFFICER 8642878063 2026-01-13 1 0 H BENJAMIN WILLIAMS IV P00091195 8037798070 2026-01-13 2024 2025-03-06 01:10:19Z JAMIE MOON 1 N MAIN ST FLOOR 4 GREENVILLE SC 29601 8452762 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 23 0 0 0 5093898 7141392 1575199 1271641 449 26679 0 0 6669546 8439712 0 0 0 0 2316939 2798402 0 0 173571 2711349 3663096 5028288 6461498 1641258 1978214 3718279 5623757 554821 481628 3163458 5142129 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. 0 0 2666041 1271641 POLICY, RESEARCH AND IMPACT BUSINESS SEGMENT - SEE SCHEDULE OPOLICY, RESEARCH AND IMPACT BUSINESS SEGMENTIN THE FISCAL YEAR ENDED JUNE 30, 2025 WE WORKED ON MULTIPLE MUNICIPAL, STATEWIDE AND NATIONAL EFFORTS IN THE EARLY CHILDHOOD SPACE. THESE INCLUDED RESEARCH ON HEALTH OUTCOMES, PROGRAMMATIC IMPROVEMENTS, INNOVATIONS FOR HEALTHCARE AND NUTRITION, AND OTHERS. ADDITIONALLY, WE COMPLETED OUR ANNUAL NURTURING DEVELOPING MINDS CONFFERENCE, CONSULTING WAS PROVIDED TO 55 ORGANIZATIONS ACROSS THE COUNTRY 1346702 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. 764593 COUNCIL FOR A STRONG AMERICA BUSINESS SEGMENT - SEE SCHEDULE OCOUNCIL FOR A STRONG AMERICA BUSINESS SEGMENTON JULY 11, 2024, THE ORGANIZATION ENTERED INTO A MASTER TRANSFER AGREEMENT WITH COUNCIL FOR A STRONG AMERICA. COUNCIL FOR A STRONG AMERICA IS A NATIONAL CHARITABLE ORGANIZATION THAT ENGAGES LAW ENFORCEMENT, RETIRED MILITARY, AND BUSINESS LEADERS, WHO PROMOTE EVIDENCE-BASED POLICIES AND PROGRAMS THAT ENABLE CHILDREN TO BE HEALTHY, WELL-EDUCATED AND PREPARED FOR PRODUCTIVE LIVES. THE FOCUS AREAS INCLUDE EARLY CARE AND EDUCATION, HOME VISITING, AFTERSCHOOL PROGRAMS, NUTRITION AND PHYSICAL ACTIVITY, AND EARLY CHILDHOOD MENTAL HEALTH. AT JUNE 30, 2025 THE ORGANIZATION HAS TAKEN OVER GRANT PROGRAMS IN THREE STATES, HIRED TWO FORMER CSA EMPLOYEES, AND LICENSED THE INTELLECTUAL PROPERTY, FOR A FEE, TO ENTITIES. 411370 411370 5188706 1 1 0 1 0 0 0 0 0 0 0 0 0 0 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 45 0 1 23 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 THE ORGANIZATION 8642878063 1 N MAIN STREET FLOOR 4 GREENVILLE SC 29601 JAMIE MOON CHIEF EXECUTIVE OFFICER 37.50 X X 232140 0 17030 JOHN CONCKLIN VP OF STRATEGY & FINANCE 37.50 X X 110376 0 0 GARY GLICKMAN IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 CALVIN L CALHOUN III CHAIR 1.00 X X 0 0 0 NATALMA MCKNEW TREASURER 1.00 X X 0 0 0 KEISHA GRAY TRUSTEE 1.00 X X 0 0 0 DESMOND P KELLY MD TRUSTEE 1.00 X X 0 0 0 NEIL GRAYSON TRUSTEE 1.00 X X 0 0 0 JOKEITHA SEABROOK SECRETARY 1.00 X X 0 0 0 THE HONORABLE LORANNE AUSLEY VICE CHAIR 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 EXECUTIVE COMMITTEE MEMBER 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 CARLOMAGNO PANLILIO PHD TRUSTEE 1.00 X 0 0 0 RICHARD WILKERSON TRUSTEE 1.00 X 0 0 0 SUSAN THOMSON SHI PHD EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 CONGRESSMAN BEN MCADAMS TRUSTEE 1.00 X 0 0 0 KELLY ESCOBAR PHD TRUSTEE 1.00 X 0 0 0 SHIMICA GASKINS JD EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 ROBERT A SAUL MD TRUSTEE 1.00 X 0 0 0 MARY GARVEY CHIEF OF EQUITY, INNOVATIVE FINANCING & COMMUNICAT 37.50 X 118721 0 0 TYSON BARKER PHD CHIEF SCIENCE & INNOVATION OFFICER 37.50 X 119179 0 0 MEGAN CAROLAN VP OF POLICY RESEARCH 37.50 X 105626 0 0 MARI CARY PHD VP OF EVALUATION & PRACTICE 37.50 X 104857 0 0 BRYAN BOROUGHS FORMER CHIEF OPERATING OFFICER 37.50 X 168076 0 13997 958975 0 31027 7 1 1 0 HOPE CENTER FOR CHILDREN 202 HUDSON L BARKSDALE BLVD SPARTANBURG SC 29306 654547 BIRTHMATTERS 501 HOWARD STREET SUITE A SPARTANBURG SC 29303 289736 SPARTANBURG COUNTY FIRST STEPS 900 S PINE ST C SPARTANBURG SC 29302 261477 SPARTANBURG REGIONAL HEALTH SERVICES 101 E WOOD STREEET SPARTANBURG SC 29303 149825 MISSIONLAB 875 VICTORIA DR PASADENA CA 91104 116000 5 7141392 7141392 CONSULTING AND OTHER F 900099 1271641 1271641 1271641 16729 16729 23000 13050 9950 9950 9950 8439712 1271641 0 26679 X 757370 440940 174692 141738 1534328 1388928 125947 19453 54486 48151 6135 200 272863 239156 30935 2772 179355 32666 146689 345842 345842 17709 2750 14959 90916 90916 12108 12108 2536085 2359255 176830 53709 35209 18500 31494 9386 21158 950 153843 74728 75177 3938 8941 3691 5250 175163 120807 54356 166250 40334 123293 2623 3936 3936 13351 4450 8901 12603 12603 MEMBERSHIP, DUES & SUBS 25362 18434 6928 PRINTING & GRAPHICS 15118 11205 2016 1897 VEHICLE EXPENSES 666 666 6461498 5188706 1099221 173571 1601822 2739470 1909169 2613318 15929 223373 0 0 15225 0 58772 47596 117362 0 3718279 5623757 239728 333031 52878 7500 117362 0 144853 141097 554821 481628 X 274391 901768 2889067 4240361 3163458 5142129 3718279 5623757 1978214 457 0 X 0 1 1 0 X 1431633 2656850 4145915 6801816 7141382 22177596 1431633 2656850 4145915 6801816 7141382 22177596 22177596 484 648 732 702 16729 19295 28198 534429 1565948 1281591 3410166 25607057 0.86610 0.88490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12108 12108 5176598 5188706 409435 102359 0 0 318682 253489 350757 409435 1332363 1998545 12156 7554 10859 12108 42677 79671 63372 87689 102359 333091 499637 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. 0 X 8093870 0 8093870 345842 345842 8439712 6115656 0 6115656 345842 345842 6461498 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 JUNE 30, 2025. 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 JUNE 30, 2025. PART XI, LINE 4B: THE POLICY, RESEARCH AND IMPACT BUSINESS SEGMENT RECEIVED MANAGEMENT AND CONTRACT SERVICE FEES FROM THE HELLO FAMILY, COUNCIL FOR A STRONGER AMERICA AND THE CAROLINA COLLABORATIVE BUSINESS SEGMENTS FOR OVERSIGHT OF THE PROGRAMS. THIS MANAGEMENT FEE REVENUE WAS ELIMINATED IN CONSOLIDATION OF THE FOUR BUSINESS SEGMENTS IN THE AUDITED FINANCIAL STATEMENTS. PART XII, LINE 4B: THE HELLO FAMILY, COUNCIL FOR A STRONG AMERICA AND THE CAROLINA COLLABORATIVE BUSINESS SEGMENTS PAID MANAGEMENT AND CONTRACT SERVICE FEES TO THE POLICY, RESEARCH AND IMPACT BUSINESS SEGMENT FOR OVERSIGHT OF THE PROGRAMS. THIS MANAGEMENT FEE EXPENSE WAS ELIMINATED IN CONSOLIDATION OF THE FOUR BUSINESS SEGMENTS IN THE AUDITED FINANCIAL STATEMENTS. X 0 0 0 0 0 0 0 0 0 JAMIE MOON CHIEF EXECUTIVE OFFICER 217140 0 15000 0 0 0 0 0 17030 0 249170 0 0 0 BRYAN BOROUGHS FORMER CHIEF OPERATING OFFICER 140076 0 5000 0 23000 0 0 0 13997 0 182073 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS REVIEWED BY THE PRESIDENT AND CEO, VICE PRESIDENT OF STRATEGY AND FINANCE AND OUTSOURCED CONTROLLER. IN ADDITION, A COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S BOARD OF DIRECTORS, FINANCE AND/OR EXECUTIVE COMMITTEE 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. FORM 990, PART IX, LINE 11G EMPLOYEE DEVELOPMENT: PROGRAM SERVICE EXPENSES 1,170. MANAGEMENT AND GENERAL EXPENSES 10,605. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,775. HELLO FAMILY EXPENSES: PROGRAM SERVICE EXPENSES 1,196,702. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,196,702. PROGRAMS - CONTRACTED CORPORATIONS: PROGRAM SERVICE EXPENSES 829,355. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 829,355. PROGRAMS - CONTRACTED INDIVIDUALS: PROGRAM SERVICE EXPENSES 329,404. MANAGEMENT AND GENERAL EXPENSES 12,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 341,404. OTHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,000. INDEPENDENT CONTRACTOR - NON-POLICY WORK: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 30,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,000. STRATEGIC & ORGANIZATIONAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 92,577. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 92,577. HR & PAYROLL FEES: PROGRAM SERVICE EXPENSES 2,624. MANAGEMENT AND GENERAL EXPENSES 21,648. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,272.