Civic Intelligence

Spartanburg Academic Movement

EIN 45-2104341 • 501(c)3 • Spartanburg, SC

Profile

Spartanburg academic movement is an "all-in" partnership of schools and colleges, businesses, governments, foundations, faith communities and individuals across spartanburg county in pursuit of high levels of educational achievement. The collective mission is we ensure spartanburg county's children and youth reach academic and life success by convening partners, aligning resources and driving equity.

Refreshing map…

101 North Pine St Suite 150Spartanburg, SC 29302

www.learnwithsam.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

36th percentile

0.08x

Higher debt load relative to assets than 36% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.11x

Higher debt load relative to revenue than 34% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

93rd percentile

64%

Higher net margin than 93% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$176,880

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

97th percentile

99%

Faster asset growth than 97% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

52%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$21,223,148

Up $10,581,613 (+99%) from 2023

Liabilities

Up

$1,617,047

Up $1,386,642 (+602%) from 2023

Net Assets

Up

$19,606,101

Up $9,194,971 (+88%) from 2023

Revenue

Up

$14,396,774

Up $4,897,118 (+52%) from 2023

Expenses

Up

$5,201,803

Up $2,745,752 (+112%) from 2023

Net Income

Up

$9,194,971

Up $2,151,366 (+31%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2012: $242,503Liabilities 2012: $02012Assets 2013: $411,060Liabilities 2013: $0Net Assets 2013: $411,0602013Assets 2014: $585,788Liabilities 2014: $0Net Assets 2014: $585,7882014Assets 2015: $745,045Liabilities 2015: $249Net Assets 2015: $744,7962015Assets 2016: $1,110,128Liabilities 2016: $0Net Assets 2016: $1,110,1282016Assets 2017: $845,393Liabilities 2017: $0Net Assets 2017: $845,3932017Assets 2018: $877,402Liabilities 2018: $50,000Net Assets 2018: $827,4022018Assets 2019: $1,261,466Liabilities 2019: $0Net Assets 2019: $1,261,4662019Assets 2020: $4,687,889Liabilities 2020: $25,944Net Assets 2020: $4,661,9452020Assets 2021: $4,955,067Liabilities 2021: $636,786Net Assets 2021: $4,318,2812021Assets 2022: $3,607,129Liabilities 2022: $239,604Net Assets 2022: $3,367,5252022Assets 2023: $10,641,535Liabilities 2023: $230,405Net Assets 2023: $10,411,1302023Assets 2024: $21,223,148Liabilities 2024: $1,617,047Net Assets 2024: $19,606,1012024

Highlighted filing

2024

Assets$21,223,148
Liabilities$1,617,047
Net Assets$19,606,101

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2012: $189,500Expenses 2012: $156,158Net Income 2012: $33,3422012Revenue 2013: $282,262Expenses 2013: $213,721Net Income 2013: $68,5412013Revenue 2014: $406,155Expenses 2014: $231,427Net Income 2014: $174,7282014Revenue 2015: $430,117Expenses 2015: $271,108Net Income 2015: $159,0092015Revenue 2016: $672,160Expenses 2016: $303,329Net Income 2016: $368,8312016Revenue 2017: $220,878Expenses 2017: $485,613Net Income 2017: -$264,7352017Revenue 2018: $632,002Expenses 2018: $649,992Net Income 2018: -$17,9902018Revenue 2019: $1,346,757Expenses 2019: $912,693Net Income 2019: $434,0642019Revenue 2020: $4,324,107Expenses 2020: $1,001,516Net Income 2020: $3,322,5912020Revenue 2021: $3,165,814Expenses 2021: $3,509,478Net Income 2021: -$343,6642021Revenue 2022: $1,196,776Expenses 2022: $2,147,532Net Income 2022: -$950,7562022Revenue 2023: $9,499,656Expenses 2023: $2,456,051Net Income 2023: $7,043,6052023Revenue 2024: $14,396,774Expenses 2024: $5,201,803Net Income 2024: $9,194,9712024

Highlighted filing

2024

Revenue$14,396,774
Expenses$5,201,803
Net Income$9,194,971

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.2$1.62$19.6$14.4$5.20$9.19
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$0.23$10.4$9.50$2.46$7.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.61$0.24$3.37$1.20$2.15$0.95
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.96$0.64$4.32$3.17$3.51$0.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.69$0.03$4.66$4.32$1.00$3.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$1.35$0.91$0.43
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.05$0.83$0.63$0.65$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.00$0.85$0.22$0.49$0.26
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.00$1.11$0.67$0.30$0.37
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.74$0.43$0.27$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.41$0.23$0.17
2013Summary only. Only limited summary data is available for this year.$0.41$0.00$0.41$0.28$0.21$0.07
2012Summary only. Only limited summary data is available for this year.$0.24$0.00$0.19$0.16$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 15, 2025
Return Version
2024v5.0
Gross Receipts
$14,406,216
Mission and Program Overview

Mission

Spartanburg academic movement is an "all-in" partnership of schools and colleges, businesses, governments, foundations, faith communities and individuals across spartanburg county in pursuit of high levels of educational achievement. The collective mission is we ensure spartanburg county's children and youth reach academic and life success by convening partners, aligning resources and driving equity.

Spartanburg academic movement is an "all-in" partnership of schools and colleges, businesses, governments, foundations, faith communities and individuals across spartanburg county in pursuit of high levels of educational achievement. The collective mission is we ensure spartanburg county's children and youth reach academic and life success by convening partners, aligning resources and advancing opportunity for all.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$7,896,495$13,182,499▲ $5,286,004
Savings and Temporary Cash Investments$250,000$5,598,329▲ $5,348,329
Land, Buildings, and Equipment, Net$48,540$204,748▲ $156,208
Cash and Non-Interest-Bearing Accounts$1,622,176$64,745▼ $1,557,431
Accounts Receivable-$225-
Total Assets$10,641,535$21,223,148▲ $10,581,613
Other Assets Total$824,324$2,172,602▲ $1,348,278
Liabilities
Other Liabilities$59,514$1,510,375▲ $1,450,861
Accounts Payable and Accrued Expenses$92,016$101,947▲ $9,931
Deferred Revenue$78,875$4,725▼ $74,150
Total Liabilities$230,405$1,617,047▲ $1,386,642
Net Assets / Fund Balance
Net Assets With Donor Restrictions$8,474,217$12,778,817▲ $4,304,600
Net Assets Without Donor Restrictions$1,936,913$6,827,284▲ $4,890,371
Total Net Assets Fund Balance$10,411,130$19,606,101▲ $9,194,971
Total Liabilities and Net Assets / Fund Balance$10,641,535$21,223,148▲ $10,581,613

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$199,562$51,903$251,465
Leasehold Improvements$5,186$88$5,274
Other Assets Org$600--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Russell BookerChief Exec OFT$167,130$9,750$176,880
Dr Russell BookerChief Exec Officer-$167,130$9,750$176,880
Revenue and Support

Revenue Composition

Contributions and Grants
$13,899,849
Program Service Revenue
$64,759
Investment Income
$199,598
Other Revenue
$232,568
All Other Contributions
$12,426,133
Change in Net Assets
$9,194,971

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,387,053
Revenue Not Reported on Financial Statements
$9,721
Total Revenue per Audited Statements
$14,387,053
Total Revenue per Form 990
$14,396,774
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,434,709
Salaries, Compensation, and Employee Benefits$2,198,279
Grants and Similar Amounts Paid$568,815
Total Fundraising Expense$93,729
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,534,241$56,019$56,019$1,646,279
Fees for Services Other$1,383,156--$1,383,156
Grants to Domestic Orgs$543,803--$543,803
Occupancy$310,683$16,352-$327,035
Pension Plan Contributions$197,805$8,913$8,913$215,631
Current Officers, Directors, Trustees, and Key Employees$164,000$20,500$20,500$205,000
Payroll Taxes$120,509$5,430$5,430$131,369
All Other Expenses$119,745$335$52$120,132
Conferences and Meetings$113,249--$113,249
Advertising$78,008-$2,736$80,744
Travel$59,301--$59,301
Other Expenses$37,894$22,896-$37,894
Depreciation Depletion$33,940--$33,940
Grants to Domestic Individuals$25,012--$25,012
Fees for Services Accounting-$12,114-$12,114
Office Expenses$11,645-$79$11,724
Insurance-$11,332-$11,332
Fees for Service Investment Mgmnt Fees-$9,721-$9,721
Total Functional Expenses$4,944,462$163,612$93,729$5,201,803

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,201,803
Expenses per Audited Statements$5,192,082
Total Expenses per Audited Statements$5,192,082
Expenses Not Reported on Financial Statements$9,721
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Spartanburg County FoundationSpartanburg, SC-Core Strength Projec$100,000
Institute for Child SuccessGreenville, SC-Pritzker Childrens$92,500
Union County School DistrictUnion, SC-Union Uplifted Grant$87,500
Union Community FoundationUnion, SC-Blackrock Subgrant$75,000
United Way of the PiedmontSpartanburg, SC-Grant Award for Uwp$60,000
Spartanburg School District 1Campobello, SC-District Grant$25,000
The Sound of LearningBoiling Springs, SC-Summer/after School$10,700
Benjamin E Mays Family Resource CtrPacolet, SC-Rapid Grant$10,000
Come CloserSpartanburg, SC-Rapid Grant$10,000
Middle Tyger Community CenterLyman, SC-Rapid Grant$10,000
Northside DevelopmentSpartanburg, SC-Rapid Grant$10,000
The Bethlehem CenterSpartanburg, SC-Rapid Grant$10,000
Upstate Family Resource CenterBoiling Springs, SC-Rapid Grant$10,000
Brothers Restoring Urban HopeSpartanburg, SC-Summer Shakedown$7,400
Spartanburg Regional FoundationSpartanburg, SC-Reimbursement$7,383
Uplift Outreach CenterSpartanburg, SC-Summer Shakedown$6,600
Bloom UpstateSpartanburg, SC-Ost Summer Camp Scho$5,520
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
Operating Lease Liability$1,510,375
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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, Page 6, Part VI, Line 11B

Members of the audit committee of the board of trustees are provided a copy of the tax return for review and comment before the tax return is finalized and submitted.

Form 990, Page 6, Part VI, Line 12C

The directors and all employees complete a conflict of interest questionnaire annually and they are reviewed by the chief executive officer and the director of administrative affairs. If any conflicts or potential conflicts are noted, they are presented to the board and other appropriate personnel for future reference.

Form 990, Page 6, Part VI, Line 15A

Dr. Booker's compensation is determined by majority vote of the board of directors at their annual meeting.

Form 990, Page 6, Part VI, Line 15B

All employees' compensation is determined by the chief executive officer.

Form 990, Page 6, Part VI, Line 19

Governing documents are available for public inspection at the organization's location during normal business hours. Seven days' prior notification is requested for inspection of documents.

Filing and Contact Details

Filer

Filer Name
Spartanburg Academic Movement
EIN
45-2104341
Phone
8645735804
Address
101 NORTH PINE ST SUITE 150, SPARTANBURG, SC 29302

Signing Officer

Name
Dr Russell Booker
Title
Chief Exec Officer
Phone
8645735804
Signed
2025-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Russell Booker
Formed
2010
Legal Domicile
Sc
Voting Board Members
18
Independent Board Members
18
Employees
35

Preparer

Firm
Elliott & Painter Llp
Address
390 E HENRY ST STE 203, SPARTANBURG, SC 29302
Preparer
Tammy M Grice CPA
Phone
8645831476
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Spartanburg academic movement is an "all-in" partnership of schools and colleges, businesses, governments, foundations, faith communities and individuals across spartanburg county in pursuit of high levels of educational achievement. The collective mission is we ensure spartanburg county's children and youth reach academic and life success by convening partners, aligning resources and advancing opportunity for all.

Form 990, Page 2, Part III, Line 4A

The history and a detailed description of sam's program accomplishments are available on the organization's website: www.learnwithsam.org. The spartanburg academic movement (sam) is both a non-profit organization and a collaborative impact movement using data and research to identify achievement gaps, work with community partners to reduce and remove those gaps, and ultimately create better opportunities for all, anchored in academic achievement. Sam was formed in 2013, combining the work of the children's services alliance and the college hub to create the cradle through career perspective for community building and action. Sam works to ensure that children and youth reach academic and life success by convening program and service delivery partners, aligning resources, and advancing opportunity for all. Sam specifically monitors academic achievement indicators: kindergarten readiness, third grade reading, eighth grade math, college/career-ready high school graduation, postsecondary enrollment, and postsecondary persistence and completion. To date, sam has built collaborative action/collective impact partnerships with well over 150 program and service providers across the many sectors impacting children, youth and families: academic/schools, healthcare, social services and supports, government and housing agencies. We engage these partners with one another and our data to implement action plans that respond directly to the needs of the children/families/communities we serve. We use the strivetogether (www.strivetogether.org) impact model and theory of action to guide the process. Sam offers training in continuous improvement practices through its wardlaw center for improvement science, providing partners a data-driven approach for tracking impact and guiding future action planning. Sam also offers training through the center for resilient schools and communities by working with spartanburg county families, schools, and communities to build supports and systems that increase children's success, particularly in neighborhoods where educational disparities exist.

Form 990, Part IX, Line 11G

1,383,156 0 0

Raw XML AppendixShowing 400 of 680 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ActivityOrMissionDesc0SPARTANBURG ACADEMIC MOVEMENT IS AN "ALL-IN" PARTNERSHIP OF SCHOOLS AND COLLEGES, BUSINESSES, GOVERNMENTS, FOUNDATIONS, FAITH COMMUNITIES AND INDIVIDUALS ACROSS SPARTANBURG COUNTY IN PURSUIT OF HIGH LEVELS OF EDUCATIONAL ACHIEVEMENT. THE COLLECTIVE MISSION IS WE ENSURE SPARTANBURG COUNTY'S CHILDREN AND YOUTH REACH ACADEMIC AND LIFE SUCCESS BY CONVENING PARTNERS, ALIGNING RESOURCES AND ADVANCING OPPORTUNITY FOR ALL.
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IRS990/Desc0THE HISTORY AND A DETAILED DESCRIPTION OF SAM'S PROGRAM ACCOMPLISHMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE: WWW.LEARNWITHSAM.ORG. THE SPARTANBURG ACADEMIC MOVEMENT (SAM) IS BOTH A NON-PROFIT ORGANIZATION AND A COLLABORATIVE IMPACT MOVEMENT USING DATA AND RESEARCH TO IDENTIFY ACHIEVEMENT GAPS, WORK WITH COMMUNITY PARTNERS TO REDUCE AND REMOVE THOSE GAPS, AND ULTIMATELY CREATE BETTER OPPORTUNITIES FOR ALL, ANCHORED IN ACADEMIC ACHIEVEMENT. SAM WAS FORMED IN 2013, COMBINING THE WORK OF THE CHILDREN'S SERVICES ALLIANCE AND THE COLLEGE HUB TO CREATE THE CRADLE THROUGH CAREER PERSPECTIVE FOR COMMUNITY BUILDING AND ACTION. SAM WORKS TO ENSURE THAT CHILDREN AND YOUTH REACH ACADEMIC AND LIFE SUCCESS BY CONVENING PROGRAM AND SERVICE DELIVERY PARTNERS, ALIGNING RESOURCES, AND ADVANCING OPPORTUNITY FOR ALL. SAM SPECIFICALLY MONITORS ACADEMIC ACHIEVEMENT INDICATORS: KINDERGARTEN READINESS, THIRD GRADE READING, EIGHTH GRADE MATH, COLLEGE/CAREER-READY HIGH SCHOOL GRADUATION, POSTSECONDARY ENROLLMENT, AND POSTSECONDARY PERSISTENCE AND COMPLETION. TO DATE, SAM HAS BUILT COLLABORATIVE ACTION/COLLECTIVE IMPACT PARTNERSHIPS WITH WELL OVER 150 PROGRAM AND SERVICE PROVIDERS ACROSS THE MANY SECTORS IMPACTING CHILDREN, YOUTH AND FAMILIES: ACADEMIC/SCHOOLS, HEALTHCARE, SOCIAL SERVICES AND SUPPORTS, GOVERNMENT AND HOUSING AGENCIES. WE ENGAGE THESE PARTNERS WITH ONE ANOTHER AND OUR DATA TO IMPLEMENT ACTION PLANS THAT RESPOND DIRECTLY TO THE NEEDS OF THE CHILDREN/FAMILIES/COMMUNITIES WE SERVE. WE USE THE STRIVETOGETHER (WWW.STRIVETOGETHER.ORG) IMPACT MODEL AND THEORY OF ACTION TO GUIDE THE PROCESS. SAM OFFERS TRAINING IN CONTINUOUS IMPROVEMENT PRACTICES THROUGH ITS WARDLAW CENTER FOR IMPROVEMENT SCIENCE, PROVIDING PARTNERS A DATA-DRIVEN APPROACH FOR TRACKING IMPACT AND GUIDING FUTURE ACTION PLANNING. SAM ALSO OFFERS TRAINING THROUGH THE CENTER FOR RESILIENT SCHOOLS AND COMMUNITIES BY WORKING WITH SPARTANBURG COUNTY FAMILIES, SCHOOLS, AND COMMUNITIES TO BUILD SUPPORTS AND SYSTEMS THAT INCREASE CHILDREN'S SUCCESS, PARTICULARLY IN NEIGHBORHOODS WHERE EDUCATIONAL DISPARITIES EXIST.
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IRS990/MissionDesc0SPARTANBURG ACADEMIC MOVEMENT IS AN "ALL-IN" PARTNERSHIP OF SCHOOLS AND COLLEGES, BUSINESSES, GOVERNMENTS, FOUNDATIONS, FAITH COMMUNITIES AND INDIVIDUALS ACROSS SPARTANBURG COUNTY IN PURSUIT OF HIGH LEVELS OF EDUCATIONAL ACHIEVEMENT. THE COLLECTIVE MISSION IS WE ENSURE SPARTANBURG COUNTY'S CHILDREN AND YOUTH REACH ACADEMIC AND LIFE SUCCESS BY CONVENING PARTNERS, ALIGNING RESOURCES AND ADVANCING OPPORTUNITY FOR ALL.
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