Civic Intelligence

Tennessee State Collaborative on Reforming Education

990 • Fiscal year 2019 • EIN 26-3670335

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 11, 2020

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

52nd percentile

0.23x

Higher debt load relative to assets than 52% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

64th percentile

0.42x

Higher debt load relative to revenue than 64% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

76th percentile

16%

Higher net margin than 76% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

80th percentile

$313,295

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

89th percentile

30%

Faster asset growth than 89% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

92nd percentile

68%

Faster revenue growth than 92% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Up

$17,564,487

Up $4,041,979 (+30%) from 2018

Net Assets

Up

$13,606,447

Up $2,093,515 (+18%) from 2018

Liabilities

Up

$3,958,040

Up $1,948,464 (+97%) from 2018

Revenue

Up

$9,524,572

Up $3,843,797 (+68%) from 2018

Expenses

Up

$7,989,217

Up $928,791 (+13%) from 2018

Net Income

Up

$1,535,355

Up $2,915,006 (+211%) from 2018

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

2019

Assets$17,564,487
Liabilities$3,958,040
Net Assets$13,606,447

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

2019

Revenue$9,524,572
Expenses$7,989,217
Net Income$1,535,355
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 11, 2020
Return Version
2019v5.1
Gross Receipts
$9,524,572
Mission and Program Overview

Mission

The state collaborative on reforming education's (score) mission is to catalyze transformative change in tennessee education so that all students can achieve success in college, career, and life. Score is an independent, nonprofit, and nonpartisan organization that supports student success across tennessee by ensuring all schools and systems meet high expectations; preparing, recruiting, supporting, and retaining excellent teachers and leaders; and aligning k-12 and college with career and life success.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$9,521,650$12,668,028▲ $3,146,378
Pledges and Grants Receivable$2,926,668$2,629,050▼ $297,618
Investments in Publicly Traded Securities$297,856$1,124,177▲ $826,321
Cash and Non-Interest-Bearing Accounts$700,015$1,098,261▲ $398,246
Land, Buildings, and Equipment, Net$76,319$44,971▼ $31,348
Total Assets$13,522,508$17,564,487▲ $4,041,979
Liabilities
Other Liabilities$900,910$3,094,430▲ $2,193,520
Accounts Payable and Accrued Expenses$1,108,666$863,610▼ $245,056
Total Liabilities$2,009,576$3,958,040▲ $1,948,464
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,794,359$8,588,521▲ $794,162
Net Assets With Donor Restrictions$3,718,573$5,017,926▲ $1,299,353
Total Net Assets Fund Balance$11,512,932$13,606,447▲ $2,093,515
Total Liabilities and Net Assets / Fund Balance$13,522,508$17,564,487▲ $4,041,979

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$13,192$74,324$87,516
Equipment$27,682$48,900$76,582
Other Land Buildings$4,097$35,727$39,824
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
David MansouriPresident & CEOFT$272,096$41,199$313,295
Sharon RobertsChief Impact OfficerFT$239,625$33,183$272,808
Mary Cypress MetzVice President of ProgramsFT$127,753$4,526$132,279
Robert Taylor HallSenior Director of Public AffairsFT$120,465$4,819$125,284

Board Members and Trustees

NameTitle
Dr William H FristChairman
Scott NiswongerVice Chair
Alan LevineDirector
Christine RichardsDirector
David GoldenDirector
Dee HaslamDirector
Jd HickeyDirector
Joelle PhillipsDirector
Jr Hyde IiiDirector
Kevin T ClaytonDirector
Orrin H Ingram IiDirector
Chuck CagleLegal Counsel
Janet AyersSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
The New Teacher ProjectIdentifying And Sharing Best Practices A186 JORALEMON STREET SUITE 300, Brooklyn, NY 11201$666,135
The Boston Consulting GroupConsulting SupportPO BOX 75200, Chicago, IL 60675-5200$347,000
Jamie WoodsonConsulting Support1454 NORTH DICKERSON CHAPEL ROAD, Lebanon, TN 37087$200,000
Mary Kathryn WellsFiscal Sponsor Support2206A 11TH AVE SOUTH, Nashville, TN 37204$134,331
Public Opinion Strategies LLCPolling And Advocacy214 N FAYETTE ST, Alexandria, VA 22314$112,000
Revenue and Support

Revenue Composition

Contributions and Grants
$9,278,670
Program Service Revenue
$0
Investment Income
$153,829
Other Revenue
$92,073
All Other Contributions
$9,278,670
Change in Net Assets
$1,535,355

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,524,572
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$558,160
Total Revenue per Audited Statements
$10,082,732
Total Revenue per Form 990
$9,524,572
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,140,908
Salaries, Compensation, and Employee Benefits$2,516,076
Grants and Similar Amounts Paid$2,332,233
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,332,233--$2,332,233
Other Salaries and Wages$1,615,466$101,188-$1,716,654
Fees for Services Other$1,466,716$8,239-$1,474,955
Conferences and Meetings$684,782$10,435-$695,217
Current Officers, Directors, Trustees, and Key Employees$551,555$34,548-$586,103
Payroll Taxes$151,784$9,507-$161,291
Fees for Services Lobbying$115,870--$115,870
Office Expenses-$61,362-$61,362
Occupancy-$57,768-$57,768
Fees for Services Accounting$39,278$14,742-$54,020
Pension Plan Contributions$48,961$3,067-$52,028
Information Technology-$44,438-$44,438
Fees for Services Legal$44,263--$44,263
Depreciation Depletion-$31,348-$31,348
Insurance-$8,831-$8,831
Other Expenses$7,152$1,331-$8,483
Total Functional Expenses$7,505,439$483,778$0$7,989,217

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,989,217
Total Expenses per Audited Statements$7,989,217
Total Expenses per Form 990$7,989,217
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Memphis Education FundMemphis, TN501(c)(3)Award$770,000
Nashville Public Education FoundationNashville, TN501(c)(3)Award$589,200
Hamilton-chattanooga Public Ed FundChattanooga, TN501(c)(3)Award$300,000
Pahara Institute IncWalnut, CAGOV'T ORGAward$250,000
Education First Consulting LLCSeattle, WA501(c)(3)Award$160,000
Maslow DevelopmentMemphis, TN501(c)(3)Award$125,000
University of TennesseeKnoxville, TN-Award$87,244
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Jamie WoodsonFormer CEOConsulting SupportNo$200,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held Under Agency Agreements$3,094,430
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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 president and chief executive officer, chief strategy officer, vice president of programs, vice president of finance and operations, staff accountant, and external accountant perform the initial review of the form 990. A draft copy of the form 990 is shared with the audit chair and audit committee for review prior to the draft form 990 being reviewed by the chairman and vice-chair of the board. Upon satisfactory review, the full board receives a copy of the form 990 for review.

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

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
David Mansouri
Title
President & CEO
Phone
6157271545
Signed
2020-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Mansouri
Formed
2009
Legal Domicile
Tn
Voting Board Members
13
Independent Board Members
13
Employees
37
Volunteers
40

Preparer

Firm
Cherry Bekaert Llp
Address
222 SECOND AVE SOUTH STE 1240, NASHVILLE, TN 37201
Preparer
Stephen T Dolan
Phone
6153836592
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 1 - Organization Mission

The state collaborative on reforming education's (score) mission is to catalyze transformative change in tennessee education so that all students can achieve success in college, career, and life. Score is an independent, nonprofit, and nonpartisan organization that supports student success across tennessee.

Form 990, Part III, Line 2

In early 2019, score engaged in a robust strategic planning process in partnership with many state and local advocacy, policy, and practice partners to evaluate how the organization might most effectively accelerate educational progress in tennessee in the coming years. Through this process, score set four goals that govern the organization's work to drive success for all students in tennessee through 2023: 1. All students receive an excellent public k-12 education. 2. All students earn a credential or postsecondary degree. 3. All students are prepared for a career that enables economic independence. 4. Across all goals, all students have equitable opportunities for success.

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

Advocacy: score builds awareness and support for education issues and works to sustain momentum among organizations and individuals around improving student success in the state of tennessee. Score's efforts in 2019 included: - during the legislative session, score monitored more than 200 proposed pieces of legislation and developed analyses of 49 bills, with a focus on defending high academic standards, aligned assessment, and multi-measure teacher evaluation; postsecondary and workforce readiness; teacher quality; and high-quality public charter school support. Score hosted a briefing for freshman legislators to provide an overview of score's student-centered advocacy priorities and to introduce them to the resources that score provides. Score also presented to the full house and senate education committees on the history and status of tennessee education reform. Additionally, score hosted its annual day on the hill, facilitating more than 115 meetings between educators and legislators about policies that would support greater success for tennessee students. - score developed education policy ideas and recommendations for tennessee on key issues including literacy; teacher preparation, recruitment, and compensation; school leadership; school improvement; high quality public charter school policy; early postsecondary opportunities; high school innovation; and postsecondary persistence. - score continued the complete tennessee leadership institute, an annual program that builds community advocates and promotes local ownership to increase completion rates for higher education in the state. The 2019-20 cohort consisted of 29 leaders, representing a broad range of fields from various regions across the state, who met quarterly to explore higher education and economic issues locally while tackling discussions of best practices and challenges across tennessee.

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. In 2019, this work included: - score convened the tennessee learning circle (tlc), a group of education philanthropic leaders in tennessee who gather regularly to consider and learn more about pressing and future education issues. In 2019, the tlc's learning and investment focused on school improvement, school leadership, and postsecondary and workforce readiness. Score facilitated multiple partnership connections and collective learning opportunities, including a trip to chicago focused on principal leadership, that fostered cross-state collaboration and informed how tlc members engage in education issues in their respective communities. - score provided sub-grants to organizations in nashville and memphis that are committed to score's mission and vision for student success and are trusted leaders in their respective communities. These sub-grants supported organizations to lead strategic initiatives and deepen impact for students in ways that aligned with and informed statewide education priorities in local contexts. - score administered the tennessee educational innovation fund (teif), a venture philanthropy fund that score launched in 2018 to provide support to regional efforts across tennessee that have the potential to advance student success in new and innovative ways. Teif investments in 2019 spurred community-based innovation in education around key issues, including ensuring that tennessee students have access to excellent educators through building a strong and more diverse pipeline of educators and better developing educators already in the field. - score served as a fiscal sponsor for education efforts that advanced score's mission and theory of change in order to facilitate philanthropic investment in tennessee education, strengthen alignment across initiatives, and maximize the effectiveness of projects. Through fiscal sponsorship, score supported student-centered efforts statewide, such as the development of capacity and tools to implement and monitor progress on the state's education strategic plan; revisions to and development of the tennessee educator preparation report card; and creation of a charter school authorizer evaluation process rooted in tennessee context and national best practice. Score also served as strategic adviser and fiscal sponsor for knox promise, a new community-based comprehensive approach to help knox county tennessee promise students attain college degrees and credentials.

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 2019, this work included: - score concluded the fifth cohort (37 fellows) and launched the sixth cohort (30 fellows) of the tennessee educator fellowship in 2019. The tennessee educator fellowship brings together a diverse group of educators from across the state over a one-year term to learn about education policy and develop skills to advocate effectively for students and the teaching profession. Throughout 2019, fellows focused their advocacy on student-centered priorities such as high-quality instructional materials, diversifying the educator pipeline, expanding access to early postsecondary opportunities, and protecting multi-measure educator evaluation. - score hosted the first policy institute for educators, convening more than 200 teachers and leaders to learn about tennessee education policy reform and opportunities to advance student-centered priorities including high-quality instructional materials and early postsecondary opportunities. - score convened the leading innovation for tennessee (lift) education network, a group of education leaders who since 2016 have focused on improving literacy in elementary classrooms by providing teachers with high-quality instructional materials aligned to state standards and technical assistance in implementing them. Through a lift learning network launched in 2018, additional districts piloted new instructional materials and were paired with mentor lift districts to guide their work. Lift's progress, strategies, and lessons learned were shared broadly through an annual report and instructional materials implementation guidebook released in 2019. - score visited more than half of the state's school districts to facilitate their engagement on key policy and practice issues. Topics that score discussed with school and district leaders included student literacy, district and school accountability, school funding, and high schools as effective onramps to postsecondary.

Form 990, Part IX, Line 11G

Contract labor - miscellaneous contractors/consultants: program service expenses 0. Management and general expenses 8,239. Fundraising expenses 0. Total expenses 8,239. Contract labor - project annual report: program service expenses 74,766. Management and general expenses 0. Fundraising expenses 0. Total expenses 74,766. Contract labor - project tef alumni engagement: program service expenses 190,300. Management and general expenses 0. Fundraising expenses 0. Total expenses 190,300. Contract labor - project out of state partner support: program service expenses 250,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 250,500. Contract labor - video online & digital strategy: program service expenses 32,102. Management and general expenses 0. Fundraising expenses 0. Total expenses 32,102. Contract labor - educator engagement support: program service expenses 4,550. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,550. Contract labor - project strategic communications: program service expenses 101,625. Management and general expenses 0. Fundraising expenses 0. Total expenses 101,625. Contract labor - advocacy outreach support: program service expenses 23,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 23,000. Contract labor - technical assistance support: program service expenses 75,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 75,000. Contract labor - polling: program service expenses 112,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 112,000. Contract labor - project lift: program service expenses 529,883. Management and general expenses 0. Fundraising expenses 0. Total expenses 529,883. Contract labor - complete tn: program service expenses 8,460. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,460. Contract labor - tlc: program service expenses 36,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 36,500. Contract labor - policy memo/reports: program service expenses 28,030. Management and general expenses 0. Fundraising expenses 0. Total expenses 28,030.

FORM 990, PART XI, LINE 9:

Contribution of complete tennessee net assets 449,882.

Form 990, Part XI, Line 9

Effective december 19, 2019, score completed a business combination with complete tennessee, a tennessee nonprofit corporation, in which score was the surviving corporation. At the date of the combination, complete tennessee's assets consisted solely of $449,882 in cash accounts, with no outstanding liabilities or other debts. As part of the transaction, score recorded accounts receivable and revenue of $449,882, which is reflected in the statements of financial position and activities, respectively.

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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0THE NEW TEACHER PROJECT
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1THE BOSTON CONSULTING GROUP
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2JAMIE WOODSON
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3MARY KATHRYN WELLS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4PUBLIC OPINION STRATEGIES LLC
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