Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | 48,159 | 84,628 | 174,289 | 233,131 | 540,207 | |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 3,000 | 3,000 | ||||
| 4 | Total. Add lines 1 through 3 | 0 | 48,159 | 84,628 | 174,289 | 236,131 | 543,207 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 116,174 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 427,033 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 0 | 48,159 | 84,628 | 174,289 | 236,131 | 543,207 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support Add lines 7 through 10. | 543,207 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
||||
|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
||||
| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
||||
|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
||||
|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| Schedule A, Part II, Line 3 | Spring has been allowed free use of the Coahoma County Agencies Building for the Junior Spring cohort to meet in during the 2014-2015 fiscal year. We estimated that a fair market value for renting out the space we are using within that building might come out to around $3,000 per year ($250 per month). |
| Software ID: | 14000267 |
| Software Version: | v1.00 |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| Form 990, Part III, Line 2 | During the 2014-2015 fiscal year, Spring Initiative underwent some significant expansions as far as the number of participants we were able to reach, as well as the age ranges served. All of these remain fully in line with our original mission and vision, which we have slightly adjusted to better reflect the work that we are doing in our community. Spring Initiative is currently running three daily after-school cohorts covering three ages of students: Little Spring (2nd-4th grade), Junior Spring (5th-7th grade), and Big Spring (10th-12th grade). We have also expanded our adult education component to a fully fledged program called Baby University, which provides an intensive series of 9-week classes for parents of babies 0-3. Baby University's specific mission statement is as follows: "The first three years of life provide an unmatched window of cognitive, emotional, and physical development in a child's life and create an unparalleled opportunity for positive intervention. Baby University strives to harness this window of opportunity by helping parents develop the knowledge, skills and introspection necessary to raise happy, healthy, successful children. We believe that one of the most vital components to raising healthy, happy children is the establishment of a strong parent-child relationship. As a result, our program focuses heavily on guiding parents in building lasting and loving bonds with their children that increase parents' enjoyment and satisfaction in their roles as mothers, fathers and caregivers." |
| Form 990, Part VI, Section A, Line 9 | Board of Directors during 2014-2015 Fiscal Year Amanda Johnson, (870) 714-0264 643 West Second Street, Clarksdale, MS 38614 Allie Grant, (214) 587-7910 11445 Moorpark Street, Apt #3, Studio City, CA 91602 Anthony Philipp, (917) 725-1650 135 West 96th Street, Apt. 12G, New York, NY 10025 Jason Shelby, (662) 313-0590 392 Sandy Cove, Clarksdale, MS 38614 Jon Levingston, (662) 902-4968 155 Westover Drive, Clarksdale, MS 38614 Mary Thompson, (662) 902-3700 221 Clark Street, Clarksdale, MS 38614 Meghan Tooke, (770) 364-6390 1543 Holly, Clarksdale, MS 38614 Robin Cocke, (662) 902-4321 2 Oak Knoll Drive, Clarksdale, MS 38614 Zedric Clayton, (901) 949-3401 3339 Shuster Cove, Memphis, TN 38118 |
| Form 990, Part VI, Section B, Line 11b | A completed copy of the Form 990 will be emailed to all members of the governing board of directors for review, and the President of the Board at the very least will be expected to carefully review the entire document and provide feedback. We will not require the other members to review the document, but will encourage each of the aforementioned voting members to do so. |
| Form 990, Part VI, Section B, Line 12c | The organization maintains open lines of communication with all board members to ensure that the conflict of interest policy is not compromised in any case. In addition, both the Co-Founders/Co-Executive Directors (Anja Thiessen and Bianca Zaharescu) and the President of the Board (Amanda Johnson) are aware of the Conflict of Interest policy and committed to maintaining its integrity in the practice of maintaining the board as well as considering any new members. |
| Form 990, Part VI, Section B, Line 15 | Our scale for employee compensation is informed by data provided in the Bureau of Labor Statistics' Occupational Outlook Handbook. Most of the salaries we are providing still fall below the national (or even state) average; during the 2015-2016 Fiscal Year, all of our full-time staff received annual salaries at various levels between $20,400 and $36,000 depending on the position and number of years successfully served within the organization. Our goal is to build up the financial sustainability and health of our organization so that we can offer all of our employees an annual salary that is more competitive with the average teacher salary in the State of Mississippi, in order to increase our ability to recruit high-quality employees as we continue to expand our services in the future. |
| Form 990, Part VI, Section C, Line 19 | We have not shared most of our organizational documents (Conflict of Interest policy, detailed financials, etc.) beyond our board of directors. However, we send out a newsletter detailing all of our programmatic activities to over 600 individuals each week (via email). Within these newsletters and accompanying emails, we report on many of the organizational updates we encounter, and we also open up a clear channel of communication, asking for recipients to contact us with any questions, comments, or concerns they might have. We would be very open to sharing our documents more broadly with the general public if that was suggested to us as a productive step we should take. |
| Form 990, Part IX, Line 17 | Expenses listed under "Travel" include travel costs related to Professional Development opportunities for the staff (totaling $2,867) as well as travel costs related to the direct program time with the students (day trips, overnight trips, etc.). |
| Form 990, Part XI, Line 9 | The initial Total Net Assets that our accounting firm reported for our 2013-2014 year end financials was $58,039. However, they have since gone back and adjusted the financials to reflect the more accurate figure of $56,512, which is also equal to the Unrestricted Net Assets we started out the 2014-2015 fiscal year with. In our first four years as a young nonprofit, we depended heavily on the advice and expertise of the local accounting firm we hired, Ellis & Hirsberg, as far as coming up with and reporting our financials. As our organization continued to grow we realized it would be very important for us to have the ability in-house to create and maintain our own books, that could be more comprehensively accurate (in the sense of tagging our income and expenses into much more specific categories) as well as constantly available to us. We are very happy with this shift and with the level of depth and quality that our financial records are now able to reflect. |
| Software ID: | 14000267 |
| Software Version: | v1.00 |