2024-09-23T09:45:29-05:00 2023-06-30 570674209 ABERNETHY & COMPANY PC 3200 DEVINE STREET COLUMBIA SC 29205 990 2023-01-01 271904900 INSTITUTE FOR CHILD SUCCESS INC INST 8642878063 1 N MAIN STREET GREENVILLE SC 29601 JAMIE MOON CHIEF EXECUTIVE OFFICER 8642878063 2024-09-23 1 0 H BENJAMIN WILLIAMS IV P00091195 8037798070 2024-09-23 2022 2024-08-08 14:25:15Z X JAMIE MOON 1 N MAIN ST FLOOR 4 GREENVILLE SC 29601 1848919 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 0 0 0 0 4145915 1707917 684429 140749 732 253 0 0 4831076 1848919 4000 3000 0 0 1860296 1216169 0 0 69567 2295247 1248501 4159543 2467670 671533 -618751 4018889 3201378 1877940 1679179 2140949 1522199 X NONE 0 0 1499623 3000 140749 POLICY, RESEARCH AND IMPACT BUSINESS SEGMENT - SEE SCHEDULE OPOLICY, RESEARCH AND IMPACT BUSINESS SEGMENTIN THE SIX MONTHS ENDED JUNE 30, 2023 WE CONTINUED OUR WORK ON ZERO TO THREE INITIATIVES, AN EARLY RELATIONSHIP HEALTH RESEARCH NETWORK, FUEL FOR FIFTY NEW YORK, OUR IMPACT MEASURES TOOL, AND OUR NURTURING DEVELOPING MINDS CONFFERENCE, AMONG OTHER EFFORTS.TOTAL REVENUES WERE $1,098,277, WHICH INCLUDED GRANTS OF $933,609. CONSULTING AND CONFERENCE FEES OF $140,749 AND OTHER REVENUES OF $23,919. TOTAL PROGRAM EXPENSES WERE $1,499,621 (OF WHICH $3,000 WAS FOR GRANTS): $984,645 WAS FOR COMPENSATION, BENEFITS AND PAYROLL TAXES, $274,493 WAS FOR FEES FOR SERVICES, $168,361 WAS FOR TRAVEL, CONFERENCES, EVENTS AND MEETINGS, $39,771 WAS FOR TECHNOLOGY AND WEBSITE AND THE REMAINING $32,351 WAS FOR OFFICE SUPPORT, OCCUPANCY, MEMBERSHIPS, DUES AND SUBSCRIPTIONS, DEPRECIATION AND OTHER EXPENSES. NET ASSETS FOR THIS PROGRAM WERE $325,071 AT JUNE 30, 2023, OF WHICH ($509,631) IS NOT SUBJECT TO DONOR RESTRICTIONS AND $834,702 IS SUBJECT TO DONOR RESTRICTIONS. PLEASE VISIT WWW.INSTITUTEFORCHILDSUCCESS.ORG FOR A COMPREHENSIVE LIST OF ICS' WORK AND SUCCESSES. 580643 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 THE SIX MONTHS ENDED JUNE 30, 2023, THE HELLO FAMILY PROGRAM COORDINATED THE WORK OF EIGHT PROGRAM SERVICE PROVIDERS. EXCELLENT STRIDES WERE MADE TOWARDS ACHIEVING THE POSITIVE IMPACTS ANTICIPATED FOR THE PROGRAM, RESULTING IN $904,425 OF PRINCIPAL AND INTEREST BEING PAID DOWN ON THE IMPACT LOAN FOR THE PROGRAM.TOTAL REVENUES WERE $750,642 WHICH INCLUDED GRANTS OF $125,000 AND BENEFICIAL INTEREST IN RESTRICTED PROGRAMS OUTCOME ACCOUNT OF $625,642. TOTAL PROGRAM EXPENSES WERE $580,643 OF WHICH $523,600 WAS FOR FEES FOR SERVICES, $401 WAS FOR TECHNOLOGY AND WEBSITE, AND $56,642 WAS FOR INTEREST. NET ASSETS FOR THIS PROGRAM WERE $1,197,129 JUNE 30, 2023, ALL OF WHICH IS SUBJECT TO DONOR RESTRICTIONS. 2080266 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 0 0 0 0 0 0 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 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 CONGRESSMAN BEN MCADAMS TRUSTEE 1.00 X 0 0 0 KELLY ESCOBAR PHD TRUSTEE 1.00 X 0 0 0 SHIMICA GASKINS TRUSTEE 1.00 X 0 0 0 ROBERT A SAUL MD TRUSTEE 1.00 X 0 0 0 JAMIE MOON CHIEF EXECUTIVE OFFICER 40.00 X 0 0 0 BRYAN BURROUGHS CHIEF OPERATING OFFICER AND GENERAL COUNSEL 40.00 X 0 0 0 MARY GARVEY CHIEF EQUITY OFFICER 40.00 X 0 0 0 TYSON BARKER CHIEF SCIENCE & INNOVATION OFFICER 40.00 X 0 0 0 MEGAN CAROLAN VP OF POLICY RESEARCH 40.00 X 0 0 0 JOHN CONCKLIN VP OF STRATEGY & FINANCE 40.00 X 0 0 0 AIMEE DUNCAN VP OF IMPACT & PRACTICE 40.00 X 0 0 0 MARI CARY VP OF RESEARCH & EVALUATION 40.00 X 0 0 0 0 0 0 0 0 0 0 0 1707917 1707917 CONSULTING AND CONFERE 900099 140749 140749 140749 253 253 1848919 140749 0 253 X 3000 3000 398529 263227 74118 61184 606984 542580 64007 397 54921 49148 5773 70408 60084 9726 598 85327 68804 11539 4984 3374 1034 2340 37091 37091 7554 7554 824858 789493 35365 4365 4365 6950 1469 5481 59661 33173 24669 1819 20814 10407 10407 64511 45905 18606 134304 129453 4266 585 58698 56642 2056 5031 4350 681 2139 2139 MEMBERSHIP, DUES & SUBS 11488 6313 5175 PRINTING & GRAPHICS 7663 3265 4398 2467670 2080266 317837 69567 1721212 1576616 585926 187803 35595 40400 43500 19575 28275 23925 64879 70198 1583002 1302436 4018889 3201378 219940 228243 1508000 1302429 150000 148507 1877940 1679179 X 106049 -509631 2034900 2031830 2140949 1522199 4018889 3201378 X -618751 1 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 534429 588462 11609211 0.94910 0.63920 X PART II, SECTION B, LINE 10 OTHER INCOME CONSISTS OF CONSULTING/CONFERENCE INCOME. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7554 7554 2072712 2080266 254013 63503 0 0 192334 236701 318682 254013 1001730 1502595 8501 6431 12156 7554 34642 48084 59175 79671 63503 250433 375650 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 19575 23925 23925 BENEFICIAL INTEREST IN RESTRICTED OUTCOMES ACCOUNT 1302436 1302436 1848919 0 1848919 0 1848919 2467670 0 2467670 0 2467670 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, 2023. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS REVIEWED BY THE PRESIDENT AND CEO, GENERAL COUNSEL AND OUTSOURCED CFO. 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 ORGANIZATION'S 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 TRAINING: PROGRAM SERVICE EXPENSES 2,988. MANAGEMENT AND GENERAL EXPENSES 18,815. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,803. HELLO FAMILY EXPENSES: PROGRAM SERVICE EXPENSES 523,599. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 523,599. CONTRACTED SERVICES FOR PROGRAMS: PROGRAM SERVICE EXPENSES 24,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,000. PROGRAMS - CONTRACTED CORPORATIONS: PROGRAM SERVICE EXPENSES 128,673. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 128,673. PROGRAMS - CONTRACTED INDIVIDUALS: PROGRAM SERVICE EXPENSES 110,233. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 110,233. BRANDING SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,800. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,800. INDEPENDENT CONTRACTOR - NON-POLICY WORK: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 9,750. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,750. FORM 990, PART XI, LINE 9: ROUNDING 1. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR.