2025-02-10T09:26:32-06:00 2024-06-30 570674209 ABERNETHY & COMPANY PC 3200 DEVINE STREET COLUMBIA SC 29205 990 2023-07-01 271904900 INSTITUTE FOR CHILD SUCCESS INC INST 8642878063 1 N MAIN STREET FLOOR 4 GREENVILLE SC 29601 JAMIE MOON CHIEF EXECUTIVE OFFICER 8642878063 2025-01-24 1 0 H BENJAMIN WILLIAMS IV P00091195 8037798070 2025-01-24 2023 2025-03-06 01:10:19Z JAMIE MOON 1 N MAIN ST FLOOR 4 GREENVILLE SC 29601 6669546 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 1707917 5093898 140749 1575199 253 449 0 0 1848919 6669546 3000 0 0 0 1216169 2316939 0 0 151965 1248501 2711349 2467670 5028288 -618751 1641258 3201379 3718279 1679179 554821 1522200 3163458 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 2391336 1575199 POLICY, RESEARCH AND IMPACT BUSINESS SEGMENT - SEE SCHEDULE OPOLICY, RESEARCH AND IMPACT BUSINESS SEGMENTIN THE FISCAL YEAR ENDED JUNE 30, 2024 WE WORKED ON ZERO TO THREE, PRE-NATAL TO THREE, FUEL FOR FIFTY NEW YORK, LEADING OUR CHILDREN, ELEVATE PRE-K AND REACH OUT AND READ INITIATIVES AND PROJECTS, OUR IMPACT MEASURES TOOL, AND OUR NURTURING DEVELOPING MINDS CONFFERENCE, AMONG OTHER EFFORTS. CONSULTING FEES WERE PROVIDED TO 28 ORGANIZATIONS ACROSS THE COUNTRY.TOTAL REVENUES WERE $5,559,670, WHICH INCLUDED GRANTS OF $3,856,989 CONSULTING AND OTHER FEES OF $1,575,199 AND SPONSORSHIPS, CONTRIBUTIONS AND INTEREST REVENUES OF $127,482. TOTAL PROGRAM EXPENSES WERE $2,391,336 (OF WHICH $0 WAS FOR GRANTS): $1,790,221 WAS FOR COMPENSATION, BENEFITS AND PAYROLL TAXES, $359,498 WAS FOR FEES FOR SERVICES, $178,450 WAS FOR TRAVEL, CONFERENCES, EVENTS AND MEETINGS, AND THE REMAINING $63,167 WAS FOR MARKETING, TECHNOLOGY AND WEBSITE, OFFICE SUPPORT, OCCUPANCY, MEMBERSHIPS, DUES AND SUBSCRIPTIONS, DEPRECIATION AND OTHER EXPENSES. NET ASSETS FOR THIS PROGRAM WERE $2,469,391 AT JUNE 30, 2024, OF WHICH $224,391 IS NOT SUBJECT TO DONOR USE RESTRICTIONS AND $2,195,000 IS SUBJECT TO DONOR USE RESTRICTIONS. PLEASE VISIT WWW.INSTITUTEFORCHILDSUCCESS.ORG FOR A COMPREHENSIVE LIST OF ICS' WORK AND SUCCESSES. 1612936 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 FISCAL YEAR ENDED JUNE 30, 2024, 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 $1,703,300 OF PRINCIPAL AND INTEREST BEING PAID DOWN ON THE IMPACT LOAN FOR THE PROGRAM.TOTAL REVENUES WERE $1,109,875 WHICH INCLUDED GRANTS OF $592,000 AND BENEFICIAL INTEREST IN RESTRICTED PROGRAMS OUTCOME ACCOUNT OF $517,875. TOTAL PROGRAM EXPENSES WERE $1,612,936 OF WHICH $1,493,350 WAS FOR FEES FOR SERVICES, $117,875 WAS FOR INTEREST AND $1,711 WAS FOR OTHER EXPENSES. NET ASSETS FOR THIS PROGRAM WERE $694,067 AT JUNE 30, 2024, ALL OF WHICH IS SUBJECT TO DONOR USE RESTRICTIONS. 4004272 1 1 0 1 0 0 0 0 0 0 1 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 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 THE ORGANIZATION 8642878063 1 N MAIN STREET FLOOR 4 GREENVILLE SC 29601 JAMIE MOON CHIEF EXECUTIVE OFFICER 37.50 X X 222604 0 19108 JOHN CONCKLIN VP OF STRATEGY & FINANCE 37.50 X X 110062 0 14355 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 EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 ROBERT A SAUL MD TRUSTEE 1.00 X 0 0 0 BRYAN BOROUGHS CHIEF OPERATING OFFICER AN 37.50 X 147336 0 8412 MARY GARVEY CHIEF EQUITY OFFICER 37.50 X 117362 0 15011 TYSON BARKER CHIEF SCIENCE & INNOVATION 37.50 X 119862 0 14977 MEGAN CAROLAN VP OF POLICY RESEARCH 37.50 X 106786 0 27338 AIMEE DUNCAN VP OF IMPACT & PRACTICE 37.50 X 99877 0 21182 MARI CARY VP OF RESEARCH & EVALUATIO 37.50 X 106230 0 26978 1030119 0 147361 7 0 1 0 HOPE CENTER FOR CHILDREN 202 HUDSON L BARKSDALE BLVD SPARTANBURG SC 29306 337011 SPARTANBURG COUNTY FIRST STEPS 900 S PINE ST C SPARTANBURG SC 29302 231602 BIRTHMATTERS 501 HOWARD STREET SUITE A SPARTANBURG SC 29303 212261 SOUTH CAROLINA INFANT MENTAL HEALTH ASSO 1 CARRIAGE LANE CHARLESTON SC 29407 130367 SPARTANBURG REGIONAL HEALTH SERVICES 101 E WOOD STREEET SPARTANBURG SC 29303 125752 5 5093898 5093898 CONSULTING AND OTHER F 900099 1575199 1575199 1575199 449 449 6669546 1575199 0 449 X 803697 525538 154564 123595 1117006 952649 156031 8326 43313 37308 5509 496 202675 158331 42995 1349 150248 116395 24033 9820 150000 150000 5196 5196 111455 111455 10859 10859 1844840 1700590 144250 3578 3578 16247 4332 11915 105275 16933 84388 3954 20555 5933 14622 132271 105638 25437 1196 127179 72812 53414 953 121913 117875 4038 20125 3250 16875 13111 13111 MEMBERSHIP, DUES & SUBS 17921 15367 2554 PRINTING & GRAPHICS 7757 3817 1664 2276 VEHICLE EXPENSES 3067 3067 5028288 4004272 872051 151965 1580622 1601822 192115 1909169 30300 15929 43500 28275 23925 15225 70198 58772 1304219 117362 3201379 3718279 228243 239728 52878 1302429 117362 148507 144853 1679179 554821 X -509631 274391 2031831 2889067 1522200 3163458 3201379 3718279 1641258 0 X 0 1 X 1 0 X 1349228 1431633 2656850 4145915 6801816 16385442 1349228 1431633 2656850 4145915 6801816 16385442 16385442 260 484 648 732 702 2826 260 28198 534429 1565948 2128835 18517103 0.88490 0.94910 X PART II, SECTIONS A & B, COLUMN E, LINES , 7 AND 8 LINES 1 AND 7, COLUMN E FOR YEAR 2023 INCLUDES SHORT YEAR PUBLIC SUPPORT FROM JANUARY 1, 2023 TO JUNE 30, 2023 GIFTS, GRANTS, CONTRIBUTIONS AND MEMBERSHIP FEES RECEIVED OF $1,707,917. LINE 8 COLUMN E FOR YEAR 2023 INCLUDES SHORT YEAR TOTAL SUPPORT OF GROSS INCOME FROM INTEREST OF $253 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10859 10859 4004272 4015131 350757 87689 0 0 236701 318682 253489 350757 1159629 1739444 6431 12156 7554 10859 37000 59175 79671 63372 87689 289907 434861 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 28275 15225 15225 X 6473396 0 6473396 196150 196150 6669546 4832138 0 4832138 196150 196150 5028288 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, 2024. 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, 2024. PART XI, LINE 4B: THE POLICY, RESEARCH AND IMPACT BUSINESS SEGMENT RECEIVED MANAGEMENT AND CONTRACT SERVICE FEES FROM THE HELLO FAMILY PROGRAM BUSINESS SEGMENT FOR OVERSIGHT OF THE HELLO FAMILY PROGRAM. THESE REVENUES WERE ELIMINATED IN CONSOLIDATION OF THE TWO BUSINESS SEGMENTS IN THE AUDITED FINANCIAL STATEMENTS. PART XII, LINE 4B: THE HELLO FAMILY BUSINESS SEGMENT PAID MANAGEMENT AND CONTRACT SERVICE FEES TO THE POLICY, RESEARCH AND IMPACT BUSINESS SEGMENT FOR OVERSIGHT OF THE HELLO FAMILY PROGRAM. THESE EXPENSES WERE 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 217604 0 5000 0 0 0 0 0 19108 0 241712 0 0 0 BRYAN BOROUGHS CHIEF OPERATING OFFICER AN 141336 0 6000 0 0 0 0 0 8412 0 155748 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 6,323. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,323. HELLO FAMILY EXPENSES: PROGRAM SERVICE EXPENSES 1,343,350. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,343,350. PROGRAMS - CONTRACTED CORPORATIONS: PROGRAM SERVICE EXPENSES 196,043. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 196,043. PROGRAMS - CONTRACTED INDIVIDUALS: PROGRAM SERVICE EXPENSES 146,273. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 146,273. MARKETING: PROGRAM SERVICE EXPENSES 8,601. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,601. INDEPENDENT CONTRACTOR - NON-POLICY WORK: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 28,250. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,250. STRATEGIC & ORGANIZATIONAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 116,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 116,000.