2024-05-15T07:09:55-05:00 2023-09-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-10-01 475172476 NATIONAL FUND FOR WORKFORCE SOLUTIONS NATI 2022238994 1250 CONNECTICUT AVENUE NW 200 WASHINGTON DC 20036 MARY R O'NEILL CHIEF ADMINISTRATIVE OFFICER 2022238994 2024-05-15 1 MARY ONEILL 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z AMANDA CAGE 1250 CONNECTICUT AVENUE NW 200 WASHINGTON DC 20036 14012649 0 X WWW.NATIONALFUND.ORG X 2015 DE SEE PART III, LINE 1. 10 10 19 10 0 0 4897030 13861471 294456 81447 12239 68181 1016 1550 5204741 14012649 2095000 714186 0 0 2221189 2310358 0 0 138905 1704667 1275158 6020856 4299702 -816115 9712947 7945834 17067115 2076887 1485221 5868947 15581894 X WE COLLABORATE WITH WORKERS, EMPLOYERS, AND COMMUNITIES TO ADVANCE A SKILLED WORKFORCE, PROMOTE GOOD JOBS, AND INVEST IN EQUITABLE OUTCOMES. 0 1 1549717 600000 27149 EQUIP WORKERS FOR SUCCESS:WORKERS SUCCEED IN A WELL-DESIGNED JOB AT AN ORGANIZATION WHERE THEY ARE VALUED. FROM TRAINING, UPSKILLING, AND APPRENTICESHIP TO WORKER ENGAGEMENT, SATISFACTION, AND WELL-BEING, WE PROMOTE THE FULL RANGE OF SKILLS DEVELOPMENT AND SUPPORTS THAT ENABLE WORKERS TO THRIVE. WE RECOGNIZE THE HUMANITY OF WORKERS AND ADVANCE PRACTICES AND WORKPLACE CULTURES THAT ALLOW WORKERS TO SHOW UP AS THEIR FULL SELVES. 1189744 114186 27149 ACTIVATE EMPLOYERS TO MAKE JOBS BETTER:WE TAKE A DEMAND-DRIVEN APPROACH TO WORKFORCE DEVELOPMENT, BECAUSE EMPLOYERS ARE CRITICAL PARTNERS IN COMMUNITY DEVELOPMENT AND IN ACHIEVING OUR MISSION. BUT CONNECTING PEOPLE TO EMPLOYMENT IS NOT ENOUGH--WORKERS THRIVE IN GOOD JOBS AT AN ORGANIZATION WHERE THEY ARE VALUED. INVESTING IN FRONTLINE WORKERS IMPROVES RECRUITMENT AND RETENTION AND CREATES COMPETITIVE ADVANTAGE. WE ACTIVATE EMPLOYERS TO MAKE JOBS BETTER BECAUSE GOOD JOBS GENERATE BENEFITS FOR INDIVIDUALS AND THEIR FAMILIES, BUSINESSES, AND COMMUNITIES. 839995 27149 CHANGE SYSTEMS:SOLVING WORKFORCE PROBLEMS REQUIRES SEEING THE WHOLE PICTURE, IN ALL OF ITS COMPLEXITY. IT MEANS MAKING CONNECTIONS AMONG ORGANIZATIONS, POLICIES, AND MINDSETS. SYSTEMS THINKING HELPS IDENTIFY THE RIGHT THING TO WORK ON--TO ADDRESS WHAT IS PREVENTING A PROBLEM FROM BEING SOLVED. SYSTEMS CHANGE STRATEGIES GO BEYOND SYMPTOMS AND SEEK TO TREAT CAUSES, EXAMINING THE UNDERLYING CONDITIONS OF POWER AND RELATIONSHIPS THAT ARE DRIVING EVENTS. SUCH STRATEGIES CAN BE A CRITICAL STEP TO HELP COMMUNITIES SYSTEMATICALLY ADDRESS RACIAL DISPARITIES. 3579456 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 20 0 1 19 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IL MD MI NJ NY X MARY O'NEILL 2025392825 1250 CONNECTICUT AVENUE NW 200 WASHINGTON DC 20036 AMANDA CAGE CEO & PRESIDENT 40.00 X 218445 0 9658 MICHELLE RAFFERTY CHIEF PROGRAM OFFICER 40.00 X 163240 0 24097 ELICIA WILSON THRU 1022 COO & SECRETARY 40.00 X 130025 0 12610 MICHELLE WILSON DIRECTOR, EVALUATION & LEARNING 40.00 X 127046 0 13419 HOLLIE MARSTON NETWORK DIRECTOR 40.00 X 124152 0 33264 TOM STRONG DIRECTOR, EMPLOYER ACTIVATION 40.00 X 124117 0 26150 RICARDO HENRIQUEZ DIRECTOR, SYSTEMS CHANGE 40.00 X 121327 0 8755 MARY R O'NEILL BEG 32023 CHIEF ADMINISTRATIVE OFFICER 40.00 X 0 0 0 WHITNEY SMITH CHAIRMAN 2.00 X X 0 0 0 PETER STRANGE CHAIRMAN EMERITUS 1.00 X 0 0 0 EARL BUFORD TREASURER 2.00 X X 0 0 0 IVYE ALLEN BOARD MEMBER 1.00 X 0 0 0 SEUNG KIM BOARD MEMBER 1.00 X 0 0 0 PAULA GILBERTO BOARD MEMBER 1.00 X 0 0 0 MICHAEL GRITTON BOARD MEMBER 1.00 X 0 0 0 ALEJANDRO MENDOZA BOARD MEMBER 1.00 X 0 0 0 JOANNE POKASKI BOARD MEMBER 1.00 X 0 0 0 ANDREA GLISPIE BOARD MEMBER 1.00 X 0 0 0 1008352 0 127953 8 0 1 0 WORKFORCE & ORGANIZATIONAL RESEARCH CENT 924 SHERMAN AVE EVANSTON IL 60202 CONSULTING - RESEARCH 215537 POLICYLINK EQUITY ATLAS 1438 WEBSTER ST SUITE 303 OAKLAND CA 94612 CONTRACTOR 107500 2 13861471 13861471 CONTRACTED SERVICES 900099 58800 58800 HONORARIUM 900099 22647 22647 81447 68181 68181 MISCELLANEOUS 900099 1550 1550 1550 14012649 81447 0 69731 714186 714186 363135 206046 115263 41826 1492750 1307331 140351 45068 45245 39752 4142 1351 270239 226814 31331 12094 138989 114301 18351 6337 322 322 163785 163785 414893 407369 5825 1699 1375 1176 165 34 15566 12010 2427 1129 65204 49595 10358 5251 183155 140175 29440 13540 168839 160461 7129 1249 199893 183018 9257 7618 1800 1378 289 133 2821 2153 454 214 PAYROLL SERVICE FEES 38646 38646 PROFESSIONAL FEES 6003 4576 1039 388 LICENSES & FEES 3282 2185 598 499 DUES AND SUBSCRIPTIONS 2436 1963 366 107 7138 4967 1803 368 4299702 3579456 581341 138905 1526904 392917 2037091 12155272 3023529 3250000 6301 15398 72764 77353 21000 6300 16500 14700 1262745 1161475 7945834 17067115 617642 133265 1459245 1351956 2076887 1485221 X 575799 8544599 5293148 7037295 5868947 15581894 7945834 17067115 9712947 0 X 0 1 X 1 0 X 2400149 9622946 1823474 4897030 13861471 32605070 2400149 9622946 1823474 4897030 13861471 32605070 16898007 15707063 51393 47052 12204 12239 68181 191069 5465 148 1016 1550 8179 32804318 622622 0.47880 0.23080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21000 6300 14700 14700 SECURITY DEPOSITS 42746 RIGHT OF USE ASSET 1118729 1161475 OPERATING LEASE LIABILITY 1351956 1351956 X 14012649 0 14012649 0 14012649 4299702 0 4299702 0 4299702 PART X, LINE 2: FOR THE YEAR ENDED SEPTEMBER 30, 2023, THE NATIONAL FUND HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 ECONOMIC DEVELOPMENT COUNCIL OF WESTERN MASSACHUSETTS 1441 MAIN ST SPRINGFIELD MA 01103 043237124 501(C)(3) 125000 0 TO SUPPORT THE EQUIP WORKERS FOR SUCCESS PROGRAM PARTNERS 4 WORK CENTRE CITY TOWER PITTSBURGH PA 15222 251898851 501(C)(3) 113200 0 TO SUPPORT THE ACTIVATE EMPLOYERS PROGRAM KENTUCKIANAWORKS 410 WEST CHESTNUT ST STE 200 LOUISVILLE KY 40202 464856936 501(C)(3) 113200 0 TO SUPPORT THE ACTIVATE EMPLOYERS & EQUIP WORKERS FOR SUCCESS PROGRAMS UNITED WAY OF CENTRAL AND NE CONNECTICUT 30 LAUREL ST 1 HARTFORD CT 06106 060646653 501(C)(3) 100000 0 TO SUPPORT THE EQUIP WORKERS FOR SUCCESS PROGRAM HAWAI'I WORKFORCE FUNDERS COLLABORATIVE PO BOX 1628 KAPAAU HI 96755 931412085 501(C)(3) 100000 0 TO SUPPORT THE EQUIP WORKERS FOR SUCCESS PROGRAM WORKFORCE DEVELOPMENT COUNCIL OF SEATTLE 2003 WESTERN AVE STE 250 SEATTLE WA 98121 912051978 501(C)(3) 100000 0 TO SUPPORT THE EQUIP WORKERS FOR SUCCESS PROGRAM THE BOSTON FOUNDATION 75 ARLINGTON ST 3RD FL BOSTON MA 02116 042104021 501(C)(3) 25000 0 TO SUPPORT THE EQUIP WORKERS FOR SUCCESS PROGRAM SOUTHWEST ALABAMA WORKFORCE DEVELOPMENT COUNCIL 2203 PERIMTER RD STE 100 MOBILE AL 36615 262638504 501(C)(3) 25000 0 S TO SUPPORT THE EQUIP WORKERS FOR SUCCESS PROGRAM CENTERSTATE CEO FOUNDATION 115 WEST FAYETTE ST SYRACUSE NY 13202 222305294 501(C)(3) 25000 0 TO SUPPORT THE EQUIP WORKERS FOR SUCCESS PROGRAM FUND FOR OUR ECONOMIC FUTURE 4415 EUCLID AVENUE CLEVELAND OH 44103 270606927 501(C)(3) 25000 0 TO SUPPORT THE ACTIVATE EMPLOYERS PROGRAM NATIONAL FUND FOR WORKFORCE SOLUTIONS 1250 CONNECTICUT AVENUE NW WASHINGTON DC 20036 475172476 501C3 -37214 0 RETURN OF UNUSED GRANT FUNDS 10 0 PART I, LINE 2: THE ORGANIZATION ARRANGES FOR PERIODIC OR INTERIM REVIEW OF PROGRAM MILESTONES AND PERFORMANCE AND OBTAINS NARRATIVE AND FINANCIAL REPORTS FROM THE GRANTEES. X X 0 0 0 0 0 0 0 1 0 AMANDA CAGE CEO & PRESIDENT 215445 0 3000 0 0 0 3186 0 6472 0 228103 0 0 0 MICHELLE RAFFERTY CHIEF PROGRAM OFFICER 160740 0 2500 0 0 0 4908 0 19189 0 187337 0 0 0 HOLLIE MARSTON NETWORK DIRECTOR 121652 0 2500 0 0 0 3747 0 29517 0 157416 0 0 0 TOM STRONG DIRECTOR, EMPLOYER ACTIVATION 121617 0 2500 0 0 0 3760 0 22390 0 150267 0 0 0 PART I, LINE 7 THE FOLLOWING EMPLOYEES LISTED IN PART VII OF THE 990 RECEIVED BONUSES: - AMANDA CAGE $3,000 - MICHELLE RAFFERTY $2,500 - MICHELLE WILSON $2,500 - HOLLIE MARSTON $2,500 - TOM STRONG $2,500 - RICARDO HENRIQUEZ $2,500 FORM 990, PART III, LINE 3 THE ORGANIZATION DID NOT INCUR ANY EXPENSES FOR THE CO-INVEST FOR IMPACT OR ANNUAL CONVENING PROGRAMS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY MANAGEMENT. A DRAFT OF THE RETURN WAS THEN SENT TO THE BOARD OF DIRECTORS. AFTER THEIR APPROVAL, THE FORM 990 WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, OFFICER AND MEMBER OF A COMMITTEE OF THE BOARD SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: (A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, AND (B) HAS READ AND UNDERSTANDS THE POLICY, AND HAS AGREED TO COMPLY WITH THE POLICY. ANY BOARD MEMBER OR EMPLOYEE OF THE NATIONAL FUND FOR WORKFORCE SOLUTIONS THAT HAS ANY DIRECT OR INDIRECT INTEREST IN, OR RELATIONSHIP WITH, ANY INDIVIDUAL OR ORGANIZATION WHICH PROPOSES TO ENTER INTO ANY TRANSACTION WITH THE NATIONAL FUND, SHALL GIVE NOTICE OF SUCH TO THE CHAIRMAN OF THE BOARD OF DIRECTORS, AND RECUSE HIM/HERSELF FROM DISCUSSING OR VOTING ON THE PARTICULAR TRANSACTION IN WHICH HE/SHE HAS AN INTEREST, OTHERWISE ATTEMPTING TO EXERT ANY INFLUENCE ON THE NATIONAL FUND, AND/OR AFFECT THE BOARD'S DECISION TO PARTICIPATE OR NOT PARTICIPATE IN SUCH TRANSACTION. IF A POTENTIAL CONFLICT ARISES DURING THE COURSE OF A MEETING AND IT IS NOT PRACTICAL FOR THE DIRECTOR TO GIVE NOTICE TO THE CHAIR OF THE BOARD OF DIRECTORS, THE BOARD MEMBER SHOULD DISCLOSE THE POTENTIAL CONFLICT TO THE BOARD AS SOON AS PRACTICAL THEREAFTER, AND THE BOARD SHALL THEN DECIDE WHAT ACTION IS APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT AND CEO WAS HIRED IN MARCH 2020, AND HER COMPENSATION WAS SET BASED ON COMPENSATION OF CEOS OF COMPARABLE ORGANIZATIONS, 990 INFORMATION, AND GOALS THAT WERE SET FOR THE FISCAL YEAR END 9/30/2021. SHE RECEIVED A 3% COST OF LIVING INCREASE IN OCTOBER OF 2022. OTHER OFFICERS AND KEY EMPLOYEES' COMPENSATION IS BASED ON SALARY RANGES WHICH ARE ESTABLISHED FOR EACH POSITION. THIS INFORMATION IS OBTAINED FROM MULTIPLE SOURCES AND INCLUDES A COMPARISON OF MARKET DATA REGARDING SALARIES FOR EACH LEVEL. A 3% COST OF LIVING ADJUSTMENT WAS PROVIDED IN OCTOBER OF 2022. FORM 990, PART VI, SECTION C, LINE 19 THE NATIONAL FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.