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					          FY 2006 Annual Report

SCORE Makes Dreams Come True

                             FY 2006 Annual Report
                      SCORE Makes Dreams Come True

Mission: SCORE provides                Table of Contents
resources and expertise to
                                        1   Message from the Board Chair
maximize the success
                                        2   FY06 SCORE Report from the CEO
of existing and emerging
                                        3   SCORE Makes More Dreams Come True
small businesses.                       4   SCORE Client Achieves National Success in CA
                                        5   SCORE Helps Legal Eagle Start Her Practice in OH
                                        6   SCORE Helps Business Shift into Higher Gear in NM
                                        7   Cincinnati SCORE Wins Chapter of the Year
                                        8   President George W. Bush Honors Volunteerism
                                        9   Congressional Leaders Support SCORE
                                       10   SCORE Board of Directors
                                       12   SCORE Supports Chapters and Volunteers
                                       13   FY06 SCORE Alliance Partners

               Message from the Board Chair

“ Together, SCORE                                    Every day of every year, SCORE stands ready to provide
                                                     mentoring that helps entrepreneurs fulfill their small business
  volunteers can                                     dreams. Business success is achieved by bringing your best
                                                     qualities to your business and building a team of advisors to
  help millions of                                   round out your skills.

  entrepreneurs                                      SCORE achieved a major milestone this year by helping its
                                                     7.5 millionth client reach for small business success. The reason
  live their dreams.”                                for SCORE’s existence is the client. An entrepreneur’s dream
                                                     of business success drives us to give our very best in SCORE
                               SCORE Board Chair
                               Paul Kopelcheck       mentoring and services.
          — Paul Kopelcheck
                 Board Chair   Client satisfaction is a primary focus as we survey clients and gather meaningful
                               feedback to constantly improve the SCORE experience. Client satisfaction is the
                               key to SCORE’s success.

                               Accordingly, we continue to strive for excellence with our primary focus on the
                               needs of our clients. SCORE’s 5-Step Counseling Process(sm) provides a
                               framework for counselors that focuses on providing clients with a valuable and
                               rewarding SCORE experience.

                               Diversity continues to be a central part of our future. Every volunteer is valuable. New
                               volunteers with diverse ethnic backgrounds, ages and experiences will benefit clients.
                               SCORE seeks to reflect all the communities we represent across this great nation.

                               Fundraising helps SCORE secure a firm financial future by adding more revenue
                               sources, both locally and nationally. Grants, donations, sponsorships and federal
                               funding are all part of providing operating funds and a future endowment for SCORE.

                               SCORE offers many online resources to support individual counseling sessions and
                               promote lifelong learning. The online Volunteer Center offers a wealth of counseling,
                               workshop and peer learning information. An online orientation, required for all new
                               volunteers, provides an overview of SCORE, the role of SCORE chapters, and the
                               responsibilities of volunteers.

                               I am honored to serve as a SCORE volunteer counselor and leader. SCORE is setting
                               a new course for higher quality, vibrant volunteers and funding that will enable us to
                               meet SCORE’s goals. Together, SCORE volunteers can help millions of entrepreneurs
                               live their dreams.


                               Paul Kopelcheck,
                               Board Chair

                                        FY 2006 Annual Report
                                   SCORE Makes Dreams Come True

                FY06 SCORE Report from the CEO

“ By recruiting                                            Every day across the country, thousands of SCORE counselors
                                                           provide high-quality, professional advice to help entrepreneurs
    new volunteers                                         live their dreams of success. Last year, SCORE recorded
                                                           more than 423,000 total services, which includes face-to-face
    and expanding                                          counseling, workshops and online advice—an increase of six
                                                           percent. By recruiting new volunteers and expanding chapter
    chapter services,                                      services, SCORE provides more counseling and educational
                                                           resources to help businesses succeed.
    SCORE provides                                          Every entrepreneur can benefit from a mentor. SCORE’s goal
                                     SCORE CEO
    more counseling                  W. Kenneth Yancey, Jr. is to make a connection with clients to establish a mentoring
                                                           relationship. By doing so, SCORE counselors answer their
    and educational                                        business questions and put them on the path to success.

    resources to                     To ensure the delivery of high-quality services by each SCORE chapter, SCORE
                                     implemented Chapter Minimum Standards that all SCORE chapters follow and
    help businesses                  maintain to be in good standing. SCORE also conducted an economic impact study.
                                     The data from this study indicate that SCORE helped create 25,000 new jobs across
    succeed. ”                       America last year.

                                     SCORE has earned increasing honors and awareness as the leading volunteer source
       — W. Kenneth Yancey, Jr.      of small business counseling for America’s entrepreneurs. Last year, SCORE received
          Chief Executive Officer     exemplary national recognition and awards. Money magazine honored SCORE as
                         SCORE       “Best for One-on-One Counseling,” and Inc. magazine named SCORE as one of
                                     “39 Great Business Bargains.”

                                     SCORE proudly served as the lead co-sponsor of the U.S. Small Business
                                     Administration’s National Small Business Week. In addition, SCORE leaders
                                     participated in two conferences held by the White House Initiative on Faith-Based and
                                     Community Initiatives.

                                     To provide a more user-friendly experience for visitors, SCORE re-launched the SCORE
                                     Web site, Nearly 1.8 million people visited the SCORE Web site,
                                     an increase of more than half a million over the previous year. SCORE also won a
                                     prestigious Interactive Media Award for Outstanding Web Site Achievement.

                                     SCORE continues to build on these achievements and increased visibility to help
                                     entrepreneurs succeed. The future holds new opportunities for our nation’s small
                                     business owners. Through their service, SCORE volunteers help keep America strong.


                                     W. Kenneth Yancey, Jr.,
                                     Chief Executive Officer


                    SCORE Makes More Dreams Come True

 SCORE’s FY06 Performance                                     FY06 Community Volunteerism                                 New How-To and Business Tools sections
                                                                                                                          offer valuable guides, templates and
 SCORE “Counselors to America’s Small                         Volunteers........................................ 10,500
                                                                                                                          resources to help entrepreneurs start,
 Business” helps small businesses                             Volunteer Hours .......................... 1,054,825        finance, manage and grow a business.
 succeed. In FY06, SCORE counselors
 provided real-world knowledge to                             SCORE services provide a tremendous                         SCORE continues to add new information
 309,136 entrepreneurs—through                                value to America’s economy. At a                            and resources to special sections that
 counseling, educational training                             standard hourly consulting fee of                           focus on women, veterans, minorities,
 workshops and seminars, and online                           $150, the more than one million hours                       manufacturers and young entrepreneurs.
 assistance. Total SCORE services grew                        volunteered by SCORE counselors would
 six percent over FY05.                                       cost small businesses $160.5 million.                       Two free email newsletters, SCORE
                                                              With a Congressional funding level of                       eNews and SCORE Expert Answers,
 FY06 Counseling Statistics*                                  $5 million, SCORE’s return on investment                    keep aspiring and current small business
 New Counseling Cases................. 182,324                is impressive.                                              owners current on business news and
                                                                                                                          trends and provide insight on the issues
 Follow-on Counseling Sessions .... 114,415                   SCORE Expands Online                                        that face entrepreneurs today.
 Total Counseling Sessions ........ 296,739                   Content for Millions
 *Includes face-to-face and online counseling                 SCORE’s Web site,,
                                                                                                                          FY06 Online Outreach
  sessions                                                    gives entrepreneurs immediate access to                     SCORE Small Business Web Site
                                                              a wealth of support and guidance.                           Statistics
 FY06 Online Counseling
                                                              In FY06, SCORE re-launched the Web                          Web Site Page Views ................. 7,807,471
 New Online Counseling Cases ....... 70,837
                                                              site with a fresh, new look designed to                     Web Site Visitors......................... 1,779,193
 Follow-on Online Counseling                                  be more visually appealing and easier
 Sessions .......................................... 44,123   for clients and visitors to use. As part of                 SCORE eNewsletters
 Total Online Counseling                                      the Web site makeover, SCORE refined
                                                                                                                          SCORE eNews Subscribers ............ 66,283
 Sessions .................................... 114,960        navigation features and added a site map
                                                              to make getting around easier.                              SCORE Expert Answers
 FY06 Training Statistics                                                                                                 Subscribers ..................................... 45,574
                                                              A new Ask SCORE box on the home
 Workshops and Seminars
                                                              page gives quick access to SCORE’s
 Conducted ........................................ 6,935
                                                              free and confidential online counseling.
 Workshop and Seminar                                         Each page now includes a ZIP code
 Attendees ...................................... 126,812     finder to find a local SCORE office.

                                                                        SCORE FY06 Results

         TOTAL SERVICES                                         ONLINE COUNSELING SESSIONS                                         TOTAL WORKSHOPS/SEMINARS

          423,551                                                             114,960                                                               6,935
TOTAL COUNSELING SESSIONS                                           WEB SITE UNIQUE VISITORS                                                 TOTAL WORKSHOP/
                                                                                                                                             SEMINAR CLIENTS
          296,739                                                          1,779,193
                                                                 ENEWSLETTERS SUBSCRIBERS

       1,054,825                                                               111,857
                                                   FY 2006 Annual Report
                                              SCORE Makes Dreams Come True

     SCORE Client Achieves National Success in CA

“ Whether it was
    helping with reviewing
    contracts, evaluating
    business options,
    or just serving as
    my sounding board,
    I know I couldn’t be
    where I am today
    without SCORE. ”
                           — Joan Colvin,
                   creator, Character Bear,
                       Carlsbad, California

                                                  Paul Hollenbach and a team of San Diego SCORE advisors helped Joan Colvin turn
                                                  her idea, Character Bear, into a successful business.

 Joan Colvin, a San Diego SCORE client,         Director Paul Hollenbach and other San          and Joan takes great pride in that
 developed the idea to stuff a teddy            Diego SCORE counselors to develop her           accomplishment—one that she may
 bear with pillows labeled with positive        invention into a viable business.               never have achieved without the
 character traits. By following a story, the                                                    encouragement from Paul.
 Character Bear comes to life and helps
 teach children important life lessons. The     ABC-TV Highlights                               Client Seeks
 idea evolved from an activity she planned      Joan’s Invention                                Mentoring Support
 for guests attending her daughter’s fifth       Paul was especially supportive of Joan
 birthday party. The children stuffed small     when she was considering an opportunity         Even though her business is now firmly
 pillows labeled with positive character        to appear on television as a contestant         established and headed in the right
 traits like responsibility, friendship,        for ABC-TV’s “American Inventor” show.          direction, Joan stays in frequent contact
 fairness, honest and courage into empty        “I thought it could be a dream come true        with Paul. “I started taking the classes
 teddy bears.                                   for me and my business,” she says, “but I       San Diego SCORE offers, but more
                                                was so nervous to sign the contracts and        importantly, I found a personal business
 Joan had what she thought was a                appear on TV. Paul encouraged me to go          counselor,” Joan says. “Paul Hollenbach
 winning product idea but wasn’t sure           for it, don’t look back, and give it my all.”   listens, helps me evaluate my business
 what to do with it or how to get started                                                       options and offers support. With SCORE,
 with licensing, manufacturing, marketing       Joan was one of 10,000 nationwide               I am never alone and I feel confident
 and distribution. A good friend and            contestants whose inventions were               moving forward with my decisions.”
 former boss suggested that she contact         evaluated by a panel of judges.
 SCORE. She worked with SCORE District          Character Bear placed in the top 24,


SCORE Helps Legal Eagle Start Her Practice in OH

“ It’s great having the
   advice of someone
   who knows the
   business world.”
                      — Kyra Raimey,
   Owner, Law Offices of Kyra M. Raimey
                    West Chester, Ohio

                                            Attorney Kyra Raimey successfully started and grew her business with the help of
                                            Greater Cincinnati SCORE Counselor Brien Hope.

After working in downtown Cincinnati      Brien also worked with Kyra on her           Ongoing Mentoring Supports
for an environmental corporate law firm,   marketing strategies.)“Some of the           Success
attorney Kyra Raimey decided to go into   ideas we discussed included creating
                                                                                       Kyra already is looking to the future
business for herself. She realized she    an information card about my business
                                                                                       expansion of her business. Her long-term
had a passion for family and labor law,   to give to other attorneys, contacting
                                                                                       plans include growing the business and
and wanted to strike out on her own.      the local bar association for referrals,
                                                                                       adding staff. She hopes to someday
                                          scheduling speaking engagements, and
Counselor Offers Loan &                                                                become a judge. In 2005, Kyra was
                                          identifying business columnists who
Marketing Advice                                                                       named a “Rising Star” family law attorney
                                          could write a story about my business,”
                                                                                       by Ohio Super Lawyer and Cincinnati
Kyra began meeting with SCORE             Kyra says.
Counselor Brien Hope at a local book
                                          “Brien stressed meeting with other
store, as well as the chapter office,                                                   For Kyra, the future is bright. And, she
                                          professionals to network as a way to
to discuss her new business. Brien                                                     knows that SCORE is there to help. “The
                                          get clients,” she says. “It’s great having
reviewed her business plan and helped                                                  fact that a wealth of knowledge and
                                          the advice of someone who knows the
her through the loan process. This led                                                 expertise is just a phone call away is very
                                          business world.”
to Kyra obtaining a BLX Express Loan to                                                comforting,” she says.
help pay for start-up costs.

                                              FY 2006 Annual Report
                                        SCORE Makes Dreams Come True

SCORE Helps Business Shift into Higher Gear in NM

“I don’t know any
    place where a small
    business like us can
    get advice like this.
    We couldn’t have
    done it without
                    — Leonard Roybal,
          Owner, Precision Transmission,
                  Santa Fe, New Mexico

                                             Leonard and Paul Roybal continue a family tradition of seeking SCORE business advice
                                             for Precision Transmission.

                                           It seems you’re never too old to listen      In fact, Yolanda herself had received
                                           to your mother—even when it comes to         advice from Santa Fe SCORE counselors
                                           business. Brothers Paul and Leonard          after taking over the business in the early
                                           Roybal decided to launch a transmission      ‘90s. The Roybals worked with SCORE
                                           shop in Santa Fe after growing up with       Counselor Bart Jacobs, a retail expert, to
                                           the family’s service station, which their    create a business plan and budget. With
                                           father ran until he passed away in 1991.     their vision for Precision Transmission,
                                           Their mother, Yolanda, led the shop until    the brothers earned their mother’s
                                           she retired in 1998.                         confidence to open the business at the
                                                                                        family’s location.
                                           SCORE Supports
                                           Family Business                              SCORE Team Helps
Leonard and Paul successfully started                                                   Business Grow
and grew their business with the help      When Paul and Leonard wanted to
of SCORE Counselor Bart Jacobs.            reopen a transmission shop at the same       Precision Transmission now employs six
                                           location, they had to make their case to     people and has seen increasing sales
                                           their own mother.                            and profitability. They estimate business
                                                                                        has grown 80 to 100 percent since the
                                           “She told us, go to SCORE and see if         ‘90s. Though business is booming, the
                                           they feel it’s a viable business,” Leonard   brothers always find time for SCORE.
                                           says. “With SCORE’s help, she knew           “I don’t know any place where a small
                                           we could find out whether the business        business like us can get advice like this,”
                                           would work.”                                 Leonard says. “We couldn’t have done it
                                                                                        without SCORE.”


        Cincinnati SCORE Wins Chapter of the Year

“ Greater Cincinnati
  80 volunteer
  donated nearly
  9,000 hours of their
  time last year to
  support the
  local community.”
          — W. Kenneth Yancey, Jr.,
       Chief Executive Officer, SCORE

                                              Greater Cincinnati Past Chapter Chair Jack Espelage and Chapter Chair Mary Jane Good
                                              receive the SCORE Chapter of the Year Award from SBA administrator Hector Barreto.

SCORE “Counselors to America’s Small        an increase of 25 percent from the year      SCORE to help us out, no matter what
Business” honored Greater Cincinnati        before, and a record year for the chapter.   the situation.”
SCORE as the National SCORE Chapter
of the Year. The chapter earned this        Local Visibility and                         SCORE CEO Ken Yancey says, “Greater
award for exceptional growth in the         SBA Support                                  Cincinnati SCORE offers a strong
services provided to local entrepreneurs,                                                commitment to helping entrepreneurs
                                            The Speaker’s Bureau gave many
and the success of its public outreach.                                                  live their dreams of business success.
                                            presentations before local clubs,
                                                                                         The chapter’s 80 volunteer counselors
                                            chambers of commerce, service
Chapter Receives Award                      organizations, minority groups and public
                                                                                         donated nearly 9,000 hours of their time
During Small Business Week                                                               last year to support the local community.”
                                            forums. The chapter credits local SBA
Chapter Chair Mary Jane Good, Past          Branch Manager Ronald Carlson for his        Other finalists for National SCORE
Chapter Chair Jack Espelage and             support. Many people who visit the SBA’s     Chapter of the Year included: Orange
Greater Cincinnati SCORE were honored       office request SCORE advice.                  County SCORE, first runner-up; Northern
by SCORE and the U.S. Small Business                                                     Nevada SCORE, second runner-up;
Administration (SBA) during Small           “In every instance, the SCORE
                                                                                         Springfield, MO SCORE; Atlanta SCORE;
Business Week in Washington, DC.            counselors have been more than willing
                                                                                         Houston SCORE; Akron SCORE; and
Greater Cincinnati SCORE provided more      to help, and in most cases, did more
                                                                                         South Bend SCORE. Last year’s winner
than 3,400 client services last year—       than was asked or even expected,”
                                                                                         was Orlando SCORE.
                                            Carlson says. “We can always count on

                                               FY 2006 Annual Report
                                          SCORE Makes Dreams Come True

    President George W. Bush Honors Volunteerism

“ Opening a small
  business is a great
  opportunity for a lot
  of folks to realize
  their dreams.”
          — President George W. Bush

                                              President George W. Bush emphasizes the value of small businesses to the nation’s
                                              economy during Small Business Week.

                                            President George W. Bush values             Small Business Week
                                            SCORE volunteers for supporting             Highlights Entrepreneurs
                                            America’s entrepreneurs and offering
                                                                                        President Bush addressed an audience
                                            an inspirational example of America’s
                                                                                        of award winners and attendees at Small
                                            volunteer spirit.
                                                                                        Business Week 2006. “Opening a small
                                            President Bush Honors                       business is a great opportunity for a lot
                                            Volunteer in Missouri                       of folks to realize their dreams,” said
                                                                                        the president. “I love a society in which
                                            President Bush presented the President’s    people are able to pursue their dreams,
                                            Volunteer Service Award to SCORE            no matter who they are or where they’re
                                            Assistant District Director Dennis Jones    from. I think this really speaks to the
                                            in Springfield, Mo.                          greatness of the United States.”
                                            To thank them for making a difference       SCORE Volunteer Wins Award
                                            in the lives of others, President Bush
                                            honors a local volunteer, called a USA      SCORE Counselor Jerry Chautin received
                                            Freedom Corps Greeter, when he travels      the Small Business Journalist of the Year
                                            throughout the United States. President     Award during Small Business Week.
                                            Bush has met with more than 550             His weekly column, “Let’s Talk Business,”
President Bush honors Dennis Jones          individuals across the country, including   runs every Sunday in the Herald-Tribune
for his dedication to volunteer service     other SCORE volunteers like Dennis, who     in Sarasota, Fla. He is also a business
with SCORE.                                 answer the call to volunteer service.       writer for The Cherokee Scout in Murphy,
                                                                                        N.C., which initially nominated him for
                                                                                        the award.


             Congressional Leaders Support SCORE

SCORE is funded through a $5 million        Upstate New York SCORE supports the         U.S. Representative Ric Keller of
grant from Congress that is administered    Northern N.Y. eCommerce Project with        Florida received an honorary SCORE
by the U.S. Small Business Administration   U.S. Senator Hillary Clinton of New York,   membership and served as keynote
(SBA). Last year, Senators and House        the St. Lawrence County Chamber of          speaker at a breakfast hosted by Orlando
leaders showed their support for SCORE      Commerce, Clarkson University and Paul      SCORE. More than 70 volunteers, clients
and the services and resources provided     Smith’s College. The project helps local    and community leaders attended this
to small business owners in their states    businesses market their products online.    event. Last year, the U.S. House of
and local communities.                      SCORE provides mentoring and seminar        Representatives adopted a nonbinding
                                            instructors as part of the program.         resolution he authored endorsing a
Leaders Show Their Support                  The project won second place in an          “Small Business Bill of Rights.”
for SCORE                                   International Chamber of Commerce
Chicago SCORE and U.S. Congressman          competition for creativity in helping
Bobby Rush of Illinois conducted a year     small businesses.
long partnership of providing business
                                            U.S. Senator John Thune of South Dakota
workshops locally. The sessions were
                                            received a certificate of appreciation
held in Congressman Rush’s district
                                            from Rapid City SCORE. District Director
and suburban offices. They provided
                                            Ward Cheney and Past Chair Barbara
attendees with training and counseling
                                            Van Ekeren presented him with this honor
on financing options, business strategy,
                                            for his support of SCORE and the small
marketing tactics, product development,
                                            business community.
cash flow and business management.
“I challenge aspiring or established        Akron SCORE was honored with a
entrepreneurs to take advantage of          Congressional Citation from U.S. Senator
SCORE’s workshops,” Congressman             Sherrod Brown of Ohio. The citation
Rush said.                                  recognized Akron SCORE’s volunteers
                                            for their support of the local small
                                            business community.

                                            Honorary Memberships
                                            Highlight Support
                                            Several local chapters recognized the        SCORE District Director Norm Paige
                                            support of their Congressional leaders       presents an honorary SCORE membership
                                            by presenting them with honorary SCORE       to South Carolina Congressman Joe Wilson.
                                            memberships. U.S. Representative Tim
                                            Johnson of Illinois received an honorary
                                            SCORE membership for his support of
                                            SCORE at a reception in his honor from
                                            Central Illinois SCORE Past Chapter
                                            Chair Chuck Armitage.
                                                                                        “ I challenge aspiring
                                                                                          or established
                                            U.S. Representative Joe Wilson of South
                                            Carolina received an honorary SCORE           entrepreneurs
SCORE District Director Richard Hannis      membership at Midlands SCORE from
and his wife, Janet, at a Northern New      South Carolina District Director Norm
                                                                                          to take advantage
York eCommerce Project meeting with
Karen St. Hilaire, executive director
                                            Paige. At the meeting, Congressman
                                            Wilson presented Paige with the South
                                                                                          of SCORE’s
of the St. Lawrence County Chamber
of Commerce, and U.S. Senator
                                            Carolina Small Business Partner of the        workshops. ”
                                            Year award. He also discussed small
Hillary Clinton.                            business issues with chapter volunteers.
                                                                                                   —Congressman Bobby Rush
                                                                                                 Illinois’ 1st Congressional District

                                                  FY 2006 Annual Report
                                           SCORE Makes Dreams Come True

                                 SCORE Board of Directors

 SCORE’s 18-member board is comprised of both working and retired business professionals
 and entrepreneurs, presidents and CEOs of high-tech and service companies and leaders in
 the small business community.

                  John Carden                                                       Bernard Harris
                  John Carden of Point Clear, AL, is the retired                    Dr. Bernard Harris of Houston, TX, is currently
                  Vice-Chair of Ernst & Young, LLP having                           president and CEO of Vesalius Ventures, Inc.,
                  served with the firm for more than 30 years. His                   a venture capital accelerator that invests in
                  consulting experience covers strategic planning,                  early-stage companies in medical information
                  turnaround assistance, inventory valuation and                    technology. Prior to this position, Dr. Harris served
 quality management issues. Carden joined SCORE in 1997 and          at NASA, where he conducted medical research on adapting
 has served as both chapter vice-chair and chair. Currently, he is   to space travel. He is a veteran astronaut, logging nearly 440
 the chairman of Point Clear Investments, Inc., a board director     hours and traveling more than 7 million miles in space. Dr.
 for Turner Supply Company, and owner of four Toledo, Ohio,          Harris has also served as vice president and chief scientist of
 area retail establishments.                                         SPACEHAB, Inc., and vice president of business development
                                                                     for Space Media, Inc., establishing an eCommerce initiative.
                 Marge E. Christiansen, Secretary                    He has received two NASA Space Flight Medals and was the
                 Marge E. Christiansen of Maplewood, MN, has         recipient of the 2000 Horatio Alger Award.
                 spent much of her career in the wholesale and
                 retail arena. She and her husband owned a                        Gerald R. Jensen, Vice Chair
                 wholesale gift firm for 25 years. Christiansen has                Gerald R. Jensen, of Los Altos, CA, joined the San
                 been a SCORE volunteer for 16 years serving                      Jose SCORE Chapter in 1995 and continues to
 in a number of capacities, including chapter chair and district                  counsel clients. Jensen has served as a SCORE
 director. She was honored as an SBA women in business                            district director and chapter chair. He began
 advocate in 2000.                                                                his career while serving in the U.S. Air Force as
                                                                     a computer programmer and systems analyst. Jensen has
                  Jim Frommel                                        worked in computer and marketing fields for companies such
                  Jim Frommel, of Memphis, TN, is a financial         as RCA Instructional Systems, Bechtel Group and Techpoint. He
                  management professional. His career in the         has also been a consultant and small business owner.
                  broadcasting industry spanned more than 30
                  years at WMC TV, AM & FM in Memphis, where                        Barbara Kasoff
                  he served as controller and business manager                      Barbara Kasoff, of San Francisco, CA, is a former
 for the station and its 250 member staff. In 1990, Frommel                         owner of several companies, including Voice-Tel
 received his Certified Financial Planner (CFP) designation. He                      of Michigan, a voice communications company,
 currently works with the firm Cremerius Rice Financial Advisors                     and Voice Response Corp., a teleservice and
 in Memphis. During his tenure with SCORE, Frommel served                           database marketing company. She is also the
 as chapter chair, then assistant district director, at the SCORE    co-founder of two advocacy groups, Grass Roots Impact and
 offices in Memphis.                                                  Women Impacting Public Policy, which work to further the
                                                                     interests of small business owners. Kasoff has served as a
                Roslyn Goldmacher                                    delegate to the White House Conference on Small Business and
                Roslyn Goldmacher, of Westbury, NY, serves           as vice president of public policy for the National Association of
                as an independent director. Goldmacher is a          Women Business Owners (NAWBO).
                founder and president/CEO of the Long Island
                Development Corporation and the Long Island                        Doug Kindred, Treasurer
                Small Business Assistance Corporation. Her                         Douglas Kindred, of Hope, ID, has provided
 company is certified by the U.S. Small Business Administration                     leadership to SCORE at all levels of the SCORE
 (SBA) to make loans to qualified small businesses for capital                      organization. He is a champion of small
 expansions. Goldmacher is an attorney and licensed real estate                    businesses throughout Northern Idaho and
 broker. She has been honored as an SBA financial services                          Eastern Washington. Kindred is a retired small
 advocate and SBA women in business advocate.                        business owner who previously worked as CFO and CEO for a
                                                                     subsidiary of Transamerica Corporation.


                  Paul Kopelcheck, Board Chair                                         Mel Spiegelman
                  Paul Kopelcheck, of Hilton Head Island, SC,                          Mel Spiegelman of Morrisville, NC, is an
                  is an active SCORE volunteer who previously                          experienced corporate sales manager. During
                  served as the district director of South Carolina.                   his professional career, he held management
                  Kopelcheck founded and was the president                             positions at Dow Chemical. Prior to his retirement
                  and CEO of Acordia Personal Benefits, Inc., a                         from Dow Chemical in 1986, Spiegelman was
national life and employee benefits and insurance corporation.          named general sales manager for the southern states. Before
Prior to this, he was the executive vice president of the              joining that company, he served as a naval officer and worked
Columbian Financial Group and the vice president of marketing          for six years in a retail hardware business with his father.
and administration for the Hartford Insurance Group.
                                                                                     Robert St. Angelo
                Barbara J. Lippard                                                   Robert St. Angelo of Barnegat, NJ retired after
                Barbara J. Lippard of Berkeley, CA, retired after                    a 39-year career with Merrill Lynch, one of the
                serving as investment manager of Time, Inc.’s                        world’s leading financial management and
                Venture Capital Group. She also served as Vice                       advisory companies, where he held a variety of
                President, Director of Corporate Development,                        positions including, at the time of his retirement,
                for Selling Areas-Marketing Inc. (SAMI), a division    senior regional sales and marketing representative of the Global
of Time, Inc. She joined SCORE in 1997, first in Hilton Head, SC,       Services division. Early in his career, Robert served in the U.S.
where she served as chapter chair. After moving to California,         Air Force. An active volunteer, St. Angelo joined SCORE in 1995
Lippard continued as an active mentor and leader at East Bay           and recently served as district director, overseeing all SCORE
SCORE in Oakland and most recently served as district director,        offices in New Jersey.
overseeing SCORE offices in the San Francisco area.
                                                                                      Marilyn Tam
                 Philip Malcolm III                                                   Marilyn Tam of Santa Barbara, CA, boasts an
                 Philip Malcolm III of Bentonville, AR, is currently                  extensive business career that includes prominent
                 vice president of membership for Sam’s Club,                         executive roles at several world-renowned
                 the nation’s largest warehouse chain serving                         corporations, such as CEO of Aveda, president
                 small business owners and entrepreneurs. He                          of Reebok Apparel and Retail Group, and vice
                 joined Sam’s Club in 2001 as a brand marketing        president of Nike. In 1994, Tam was awarded The Reebok
manager and was quickly promoted to senior director and then           Human Rights Award for her humanitarian work. She is the
vice president of marketing. Prior to joining Sam’s Club, Malcolm      founder and executive director of the Us Foundation, whose
worked for Walt Disney Parks and Resorts, Inc. in Orlando,             mission is to support global action plans and dialogue to
Florida, as a brand manager.                                           address social, economic and environmental issues.

                 J. Michael Mendez                                                     Fred Tinker
                 J. Michael Mendez of Santa Fe, NM, retired                            Fred Tinker, of Los Altos, CA, has provided more
                 after a 33-year career with Southern California                       than 20 years of business and financial leadership
                 Edison Company (SCE). During his 10 years as                          in the computer technology industry. He currently
                 a corporate officer, Mendez held the positions                         serves at Palm as senior director of worldwide
                 of Vice President of Human Resources, Labor                           sales and marketing finance. Previously, he served
Relations and Regional Leadership. At the time of his retirement,      at Intuit for 10 years, most recently as the director of corporate
he was the Vice President of Human Resources and Labor                 alliances. Before joining Intuit, Tinker spent 12 years at Apple
Relations. After moving to Santa Fe, Mendez joined SCORE.              Computer in various financial management roles.

                Diane Roehrig                                                       Joe Wollenberger
                Diane Roehrig, of Homewood, AL, is currently                        Joe Wollenberger, of Charleston, WV, has served
                the president and executive director for the                        as a SCORE volunteer for more than 10 years.
                Alabama Community Development Corporation,                          He has held numerous leadership positions within
                a nonprofit organization licensed by the SBA to                      the SCORE organization. Wollenberger retired
                provide the 504 Loan Program to areas in the                        from the Monsanto Company, where he was
Southeast United States. Roehrig has served as an officer of the        assistant general counsel in charge of labor law and
National Association of Development Companies, as well as on           equal employment.
other national and local boards. In 2004, she was honored by
the SBA as the Top 504 Lender in Alabama, and by Birmingham
Magazine as the Top CEO 2004.

                             FY 2006 Annual Report
                       SCORE Makes Dreams Come True

     SCORE Supports Chapters and Volunteers

                         SCORE’s more than 10,500 volunteers                     oversee operations of SCORE’s 389
 The SCORE               are supported by the 15-member staff                    chapter offices in all 50 states and the
 Association office       of the SCORE Association office and
                         led by Chief Executive Officer (CEO)
                                                                                 U.S. territories.

                                                                                 Co-located with its resource partner,
 supports the            W. Kenneth Yancey. He is responsible
                         for the implementation of SCORE’s                       the U.S. Small Business Administration
 business counseling     strategic direction and overall
                         performance of SCORE.
                                                                                 (SBA), SCORE’s headquarters staff
                                                                                 implements the federal grant, manages
 and workshop            Chief Operating Officer (COO) Devin
                                                                                 national and field operating budgets and
                                                                                 supports program outreach.
 services delivered      Jopp Ed.D. handles daily operations,
                         supervises technology integration and                   The staff also coordinates volunteer
 through 389 field        manages the national network of SCORE                   training, marketing support and internal
                                                                                 communications to assist SCORE
                         offices and services. This includes 70
 offices and the          appointed district directors, who, in turn,             programs locally and nationally.

 SCORE Small
 Business Web Site,

                         FY06 SCORE Association Expenses

                         SCORE expenditures support public education outreach and chapter operations.

                         Chapter Reimbursement ...... $1,654,894                 Board Expenses ........................ $63,703

                         Salaries and Fringe Benefits ..$1,398,882                Communications........................ $47,760

                         Clerical Support ....................... $464,396       Postage ...................................... $41,268

                         Chapter Chair Orientation ....... $333,525              Staff Travel ................................. $32,375

                         Technology............................... $262,471      Office Supplies .......................... $26,480

                         District Directors Conference .. $197,764               Clipping Services......................... $8,617

                         Web Site ................................... $183,460   Equipment.................................... $5,475

                         Donated Office Space ............. $156,665              Legislative Affairs......................... $4,140

                         Publications ............................. $144,170     Other ............................................ $6,749

                         Professional Services ................ $80,631

                         Volunteer Services ..................... $74,341        Total Expenses ...................... $5,197,766


                       FY06 SCORE Alliance Partners

SCORE “Counselors to America’s Small Business” proudly forms alliances
with leading companies and organizations to expand small business outreach,
services and resources in communities nationwide.

                U.S. Small Business Administration

AllBusiness                            Microsoft
American Management                    MyBizHomepage
 Association                           My Own Business                        “ SCORE Counselor
AOL for Small Business                 National Business Association
                                                                                Steve Cooper of
                                       Office Depot
Assets for Independence                               Central Virginia
Bank of America                        PR Newswire                              SCORE introduced
BLX-Business Loan Express              Reni Publishing
Circle Lending
                                                                                us to a number of
                                       Sage Software
The Company Corporation                Sam’s Club
                                                                                marketing paths,
Corporate Turnaround                   SBTV                                     and how to evaluate
Creativeworks                          The SCORE Foundation
Easi Media
                                                                                their potential value
                                       Soundview Executive Book
Entrepreneur magazine                   Summaries                               to our business.”
FedEx                                  Staples
                                                                                          —Bob Brandenburgher,
Google                                 SurePayroll
                                                                                Co-Owner, Mountain Glory Creations
HP                                     Verizon                                              Charlottesville, Virginia
Hugh O’Brian Youth Leadership          The Veterans Corporation
Image Direct                           Visa USA
Ingenio, Inc.                          The Wall Street Journal Online
Intuit, Inc.                           Welcome Business USA

409 3rd Street, SW, 6th Floor, Washington, DC 20024 T: 1-800/634-0245 F: 202/205-7636
        1175 Herndon Parkway, Suite 900, Herndon, VA 20170 T: 703/487-3612 F: 703/487-3066

           The material in this publication is based on work supported by the U.S. Small Business Administration (SBA) under cooperative agreement
           SBAHQ-07-S-0001. Any opinions, findings and conclusions or recommendations expressed in this publication are those of the author(s) and
           do not necessarily reflect the views of the U.S. Small Business Administration.

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