Civic Intelligence

Tennessee State Collaborative on Reforming Education

990 • Fiscal year 2017 • EIN 26-3670335

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 28, 2018

1207 18th Avenue South No 326Nashville, TN 37212

(615) 727-1545

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

51st percentile

0.22x

Higher debt load relative to assets than 51% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

60th percentile

0.35x

Higher debt load relative to revenue than 60% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

82nd percentile

25%

Higher net margin than 82% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

87th percentile

$397,313

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

77th percentile

14%

Faster asset growth than 77% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

115%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Up

$16,468,894

Up $2,054,565 (+14%) from 2016

Net Assets

Up

$12,895,140

Up $2,527,643 (+24%) from 2016

Liabilities

Down

$3,573,754

Down $473,078 (-12%) from 2016

Revenue

Up

$10,077,413

Up $5,388,498 (+115%) from 2016

Expenses

Up

$7,547,920

Up $1,906,965 (+34%) from 2016

Net Income

Up

$2,529,493

Up $3,481,533 (+366%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2015: $16,033,477Liabilities 2015: $4,713,940Net Assets 2015: $11,319,5372015Assets 2016: $14,414,329Liabilities 2016: $4,046,832Net Assets 2016: $10,367,4972016Assets 2017: $16,468,894Liabilities 2017: $3,573,754Net Assets 2017: $12,895,1402017Assets 2018: $13,522,508Liabilities 2018: $2,009,576Net Assets 2018: $11,512,9322018Assets 2019: $17,564,487Liabilities 2019: $3,958,040Net Assets 2019: $13,606,4472019Assets 2020: $16,421,064Liabilities 2020: $1,275,536Net Assets 2020: $15,145,5282020Assets 2021: $23,375,202Liabilities 2021: $1,132,270Net Assets 2021: $22,242,9322021Assets 2022: $24,245,707Liabilities 2022: $721,878Net Assets 2022: $23,523,8292022Assets 2024: $26,972,682Liabilities 2024: $2,135,093Net Assets 2024: $24,837,5892024

Highlighted filing

2017

Assets$16,468,894
Liabilities$3,573,754
Net Assets$12,895,140

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MRevenue 2015: $11,125,959Expenses 2015: $3,425,736Net Income 2015: $7,700,2232015Revenue 2016: $4,688,915Expenses 2016: $5,640,955Net Income 2016: -$952,0402016Revenue 2017: $10,077,413Expenses 2017: $7,547,920Net Income 2017: $2,529,4932017Revenue 2018: $5,680,775Expenses 2018: $7,060,426Net Income 2018: -$1,379,6512018Revenue 2019: $9,524,572Expenses 2019: $7,989,217Net Income 2019: $1,535,3552019Revenue 2020: $9,268,830Expenses 2020: $7,874,697Net Income 2020: $1,394,1332020Revenue 2021: $18,088,323Expenses 2021: $11,148,266Net Income 2021: $6,940,0572021Revenue 2022: $17,867,690Expenses 2022: $16,159,065Net Income 2022: $1,708,6252022Revenue 2024: $17,673,796Expenses 2024: $16,150,824Net Income 2024: $1,522,9722024

Highlighted filing

2017

Revenue$10,077,413
Expenses$7,547,920
Net Income$2,529,493
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 28, 2018
Return Version
2017v2.3
Gross Receipts
$10,077,413
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$7,140,175$7,492,398▲ $352,223
Cash and Non-Interest-Bearing Accounts$3,057,910$4,653,148▲ $1,595,238
Pledges and Grants Receivable$4,109,168$4,260,103▲ $150,935
Land, Buildings, and Equipment, Net$107,076$63,245▼ $43,831
Total Assets$14,414,329$16,468,894▲ $2,054,565
Liabilities
Other Liabilities$3,848,073$3,007,832▼ $840,241
Accounts Payable and Accrued Expenses$198,759$565,922▲ $367,163
Total Liabilities$4,046,832$3,573,754▼ $473,078
Net Assets / Fund Balance
Unrestricted Net Assets$6,219,629$6,470,051▲ $250,422
Temporarily Rstr Net Assets$4,147,868$6,425,089▲ $2,277,221
Total Net Assets Fund Balance$10,367,497$12,895,140▲ $2,527,643
Total Liabilities and Net Assets / Fund Balance$14,414,329$16,468,894▲ $2,054,565

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$42,007$45,509$87,516
Other Land Buildings$16,788$21,648$38,436
Equipment$4,450$25,726$30,176
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jamie WoodsonChairman & CEOFT$311,227$86,086$397,313
Sharon RobertsCSOFT$190,486$40,413$230,899
David MansouriPresidentFT$187,200$37,000$224,200
Robert HallSenior Director of AdvocacyFT$121,575$1,728$123,303

Board Members and Trustees

NameTitle
Dr William H FristChairman
Scott NiswongerVice Chairman
Alan LevineDirector
Christine RichardsDirector
David GoldenDirector
Dee HaslamDirector
Greg NelsonDirector
Joelle PhillipsDirector
Jr Hyde IiiDirector
Kevin T ClaytonDirector
Orrin H Ingram IiDirector
Zan GuerryDirector
Charles W CagleLegal Counsel
Janet AyersSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
The New Teacher ProjectIdentifying And Sharing Best Practices A186 JORALEMON STREET SUITE 300, Brooklyn, NY 11201$1,711,196
Eldarion INCFiscal Sponsor Support28 HARVARD ST, Arlington, MA 02476$380,000
Stoneridge GroupMarketing Materials, Ads4400 NORTH POINT PARKWAY STE 190, Alpharetta, GA 30022$273,147
Niet Processing CenterFiscal Sponsor Support3589-3 N SHILOH DR BOX 161, Fayetteville, AR 72703$126,000
Mary Kathryn WellsFiscal Sponsor Support2206A 11TH AVE SOUTH, Nashville, TN 37204$121,230
Revenue and Support

Revenue Composition

Contributions and Grants
$9,791,697
Program Service Revenue
$0
Investment Income
$17,104
Other Revenue
$268,612
All Other Contributions
$9,791,697
Change in Net Assets
$2,529,493

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,077,413
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-1,850
Total Revenue per Audited Statements
$10,075,563
Total Revenue per Form 990
$10,077,413
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,125,980
Salaries, Compensation, and Employee Benefits$2,180,530
Grants and Similar Amounts Paid$1,241,410
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$2,302,178$49,620-$2,351,798
Other Salaries and Wages$1,152,292$90,251-$1,242,543
Grants to Domestic Orgs$1,241,410--$1,241,410
Current Officers, Directors, Trustees, and Key Employees$713,063$55,850-$768,913
Conferences and Meetings$638,366$2,472-$640,838
Payroll Taxes$110,254$8,636-$118,890
Office Expenses-$50,519-$50,519
Pension Plan Contributions$46,539$3,645-$50,184
Occupancy-$50,035-$50,035
Fees for Services Legal$47,007--$47,007
Depreciation Depletion-$43,831-$43,831
Fees for Services Accounting$36,702$6,556-$43,258
Other Expenses$254,066$8,145-$8,145
Fees for Services Lobbying-$6,884-$6,884
Insurance-$6,123-$6,123
Total Functional Expenses$7,158,662$389,258$0$7,547,920

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,547,920
Total Expenses per Audited Statements$7,547,920
Total Expenses per Form 990$7,547,920
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Nashville Public Education FoundationNashville, TN501(c) (3)Award$500,000
Community Foundation of ChattanoogaChattanooga, TN501(c) (3)Award$300,000
University of TennesseeKnoxville, TNGOV'T ORGAward$163,024
Maslow DevelopmentMemphis, TN501(c) (3)Award$75,000
Dyersburg City SchoolsDyersburg, TNGOV'T ORGAward$30,500
Sullivan County Department of EducationBlountville, TNGOV'T ORGAward$30,462
MnpsNashville, TNGOV'T ORGAward$27,773
Putnam County School SystemCookeville, TNGOV'T ORGAward$25,119
Reach Them to Teach ThemKnoxville, TN501(c) (3)Award$25,000
School SpeedMemphis, TN501(c) (3)Award$25,000
Trousdale County Board of EducationHartsville, TNGOV'T ORGAward$10,500
Fayette County SchoolsSomerville, TNGOV'T ORGAward$8,357
Jackson-madison County School SystemJackson, TNGOV'T ORGAward$5,500
Lauderdale County School DistrictRipley, TNGOV'T ORGAward$5,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held Under Agency Agreements$3,007,832
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The executive chair/ceo, chief strategy officer, president, vice president of finance and operations, staff accountant, and external accountant perform an initial review of the form 990. A draft copy of the form 990 is shared with the audit chair of the board of directors and the audit committee. The form 990 is then shared with the entire board of directors. Finally, it is reviewed with the chairman of the board.

Form 990, Part VI, Section B, Line 12C

Score has a written conflict of interest policy which is reviewed and updated, if necessary, annually by the governance committee. Additionally, a disclosure statement along with the copy of the current policy is mailed to each board member annually for completion and acknowledgment. All disclosure statements are reviewed by the ceo and chairman of the board to determine if further action is needed.

Form 990, Part VI, Section B, Line 15

Same as above. The process for determining compensation includes: 1) a review and approval by the board of directors or compensation committee of the organization, 2) the use of data regarding comparable compensation for others in similar positions and 3) contemporaneous documentation and record keeping.

Form 990, Part VI, Section C, Line 19

Governing documents, policies, and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Tennessee State Collaborative on
EIN
26-3670335
Phone
6157271545
Address
1207 18TH AVENUE SOUTH NO 326, NASHVILLE, TN 37212

Signing Officer

Name
Jamie Woodson
Title
CEO
Phone
6157271545
Signed
2018-08-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jamie Woodson
Formed
2009
Legal Domicile
Tn
Voting Board Members
14
Independent Board Members
14
Employees
32
Volunteers
40

Preparer

Firm
Cherry Bekaert Llp
Address
3310 WEST END AVENUE SUITE 550, NASHVILLE, TN 37203
Preparer
Stephen T Dolan
Phone
6153836592
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1 - Organization Mission

The state collaborative on reforming education (score) drives collaboration on policy and practice to ensure student success across tennessee. Score is an independent, nonprofit, and nonpartisan advocacy and research institution and measures its success by the academic growth of tennessee's students.

Form 990, Part III, Line 1 - Organization Mission

The state collaborative on reforming education (score) drives collaboration on policy and practice to ensure student success across tennessee. Score is an independent, nonprofit, and nonpartisan advocacy and research institution and measures its success by the academic growth of tennessee's students.

Form 990, Part III, Line 4A - Program Service

Policy and advocacy: advocacy: score builds awareness and support for education issues and works to sustain momentum among organizations and individuals around improving student achievement in the state of tennessee. Score's efforts in 2017 included: - score developed a new vision for improving student achievement to guide tennessee's reform efforts through 2025. Score engaged nearly 1,700 tennesseans in communities across the state to understand what is needed for the state to continue to move education forward. Through this process, score collaboratively established five priorities to help tennessee students rise to among the best in the nation and the world, which are laid out in the report excellence for all: how tennessee can lift our students to best in the nation. - score conducted a statewide campaign to build an understanding of the value of the state's tnready assessment among educators, families, and community members through the expect more, achieve more coalition. The campaign engaged educators through professional development events and informational materials to share with parents; reached parents and community members with radio and digital advertisements and printed mailers; and distributed a signed letter of encouragement from governor bill haslam and a no. 2 pencil to 255,000 third- and fourth-graders across the state before they took the assessment for the first time. - score's legislative and gubernatorial engagement included organizing a day on the hill that brought dozens of educators, advocates, and other partners to nashville to advocate for student-centered education policies through briefings and legislative visits. Additionally, score offered briefings about priorities for ensuring continued progress for students to all major gubernatorial candidates. - score conducted a communications and outreach campaign - teach today, change tomorrow - to encourage tennessee's students to consider teaching as a career. The teach today, change tomorrow website earned more than 78,000-page views after nearly 10 million impressions from digital and social advertising and more than 79,000 impressions from organic social media during the campaign. Policy and research: score researches key policies and develops tools and reports that elevate important topics and shares best practices to advance score's strategic priorities. In 2017, this work included: - score, in partnership with nashvillehealth, hosted better health, better learning: a conversation on tennessee student success, a summit on the relationship between student achievement and student health that drew more than 400 attendees. Score also conducted a scan of health and education policies in tennessee and developed a brief highlighting existing research about the connection between health and education. - in support of the development of tennessee's plan under the every student succeeds act (essa), which was approved by the u.s. Department of education in 2017 and articulates state-specific solutions to meet the needs of tennessee's students, score participated in working groups, provided in-depth feedback and gathered expert input during the plan's draft stages, and formally reviewed the publicly released draft plan. Score also researched promising practices to support essa implementation. - since score's founding, it has produced timely reports and policy memos on important issues, as determined by score and its partners, to inform policy and practice. In 2017, score released the 2016-17 state of education in tennessee report and developed a brief on postsecondary readiness initiatives in tennessee that details various state and local efforts.

Form 990, Part III, Line 4B - Program Service

Technical assistance: score works to collaboratively support key partners as their efforts align with score's theory of change. - score launched the tennessee educational innovation fund to expand the impact of student-focused organizations, leaders, and initiatives in local and regional areas of the state. The teif leverages financial resources and strategic partnerships in support of students. - score worked with the tennessee learning circle (tlc), a group of education philanthropic leaders across the state, to support a focus on school leadership in tennessee. Score helped develop recommendations for improving the school leader pipeline, and score's technical assistance and strategic facilitation are leading to the implementation of many of these recommendations in 2018. - through fiscal sponsorship, score provides grants management, fiscal oversight, project monitoring, and strategic advice for critical projects that align with its mission and theory of change as well as tennessee's student achievement goals. In 2017, score's fiscal sponsorship directly supported efforts for key partners, including strategic planning and monitoring, strategic communications, capacity-building, professional development, convening, and research and evaluation.

Form 990, Part III, Line 4C - Program Service

Educator networks: score fosters, convenes, and supports strong networks of education leaders, specifically teacher leaders and district leaders. In 2017, this work included: - score convened the leading innovation for tennessee (lift) education network, which unites a small group of superintendents - whose 13 districts represent more than a third of tennessee's students - to explore innovative approaches and share best practices that benefit students. In 2017, lift focused on improving student outcomes by improving the quality of literacy instruction in their districts, and significant progress was made. A third of lift literacy classrooms now show some or full alignment to the tennessee english language arts standards, compared with less than 10 percent previously. Almost nine in ten teachers in participating districts feel more supported because of the lift work, and more than nine in ten teachers believe this work benefits the students in their districts. - score's tennessee educator fellowship brought together a diverse group of educators from across the state who are passionate about their profession and student-focused education policy. In 2017, the 2016-17 cohort of 48 fellows ended and the 2017-18 cohort of 49 fellows began. During the fellows' one-year term, score provides information, tools, and relationships to equip and position teachers to advocate effectively for students. - in partnership with the tennessee department of education, score hosted a teacher leader summit that drew almost 160 attendees from 58 tennessee school districts for a day of deep learning and collaboration with prominent tennessee education leaders. Participants explored how to develop, support, and leverage teacher leadership to drive and deepen instructional improvement aligned to the tennessee academic standards and the tnready assessment across the state. - score partnered with districts across tennessee to host five regional elevating and celebrating effective teachers and teaching (ecet2) events that engaged 560 educators to celebrate effective teaching practices, promote teacher-led professional learning, and provide opportunities for networking.

Form 990, Part IX, Line 11G

Contract labor - project lift: program service expenses 1,136,400. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,136,400. Contract labor - project tef: program service expenses 279,250. Management and general expenses 0. Fundraising expenses 0. Total expenses 279,250. Contract labor - project policy maker outreach: program service expenses 6,375. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,375. Contract labor - project strategic communications: program service expenses 91,575. Management and general expenses 0. Fundraising expenses 0. Total expenses 91,575. Contract labor - project annual report: program service expenses 5,950. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,950. Contract labor - video online & digital strategy: program service expenses 51,122. Management and general expenses 0. Fundraising expenses 0. Total expenses 51,122. Contract labor - miscellaneous contractors/consultants: program service expenses 0. Management and general expenses 49,620. Fundraising expenses 0. Total expenses 49,620. Contract labor - assessment: program service expenses 149,120. Management and general expenses 0. Fundraising expenses 0. Total expenses 149,120. Contract labor - polling: program service expenses 209,650. Management and general expenses 0. Fundraising expenses 0. Total expenses 209,650. Contract labor - education impact series: program service expenses 459. Management and general expenses 0. Fundraising expenses 0. Total expenses 459. Contract labor - gubernatiorial support: program service expenses 60,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 60,000. Contract labor - teacher empowerment: program service expenses 90,150. Management and general expenses 0. Fundraising expenses 0. Total expenses 90,150. Contract labor - advocacy outreach support: program service expenses 7,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,500. Contract labor - tn leadership council: program service expenses 8,125. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,125. Contract labor - innovation fund: program service expenses 24,688. Management and general expenses 0. Fundraising expenses 0. Total expenses 24,688. Contract labor - educator engagement support: program service expenses 162,964. Management and general expenses 0. Fundraising expenses 0. Total expenses 162,964. Contract labor - policy & research support: program service expenses 750. Management and general expenses 0. Fundraising expenses 0. Total expenses 750. Contract labor - technical assistance support: program service expenses 18,100. Management and general expenses 0. Fundraising expenses 0. Total expenses 18,100.

Financial Statement Notes

PART X, LINE 2:

Score has qualified for tax exempt status under section 501(c)(3) of the internal revenue code and is not a private foundation. Score follows financial accounting standards board accounting standards codification guidance related to uncertain tax provisions. The guidance clarifies the accounting for uncertainty in income taxes recognized in an organization's financial statements. This guidance prescribes a minimum probability threshold that a tax position must meet before a financial statement benefit is recognized. The minimum threshold is defined as a tax position that is more likely than not to be sustained upon examination by the applicable taxing authority, including resolution of any related appeals or litigation processes, based on the technical merits of the position. The tax benefit to be recognized is measured as the largest amount of benefit that is greater than 50% likely of being realized upon ultimate settlement. Score has no tax penalties or interest reported in the accompanying financial statements. Tax years that remain open for examination include the years ended december 31, 2014 through december 31, 2017.

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