2024-10-09T21:16:26-05:00 2023-12-31 911194016 CLARK NUBER PS 10900 NE 4TH ST STE 1400 BELLEVUE WA 98004 990 2023-01-01 473951262 WTIA WORKFORCE INSTITUTE WTIA 2064483033 1595 NW GILMAN BLVD 6B ISSAQUAH WA 98027 OSAMA SHAMS EDDIN FINANCE DIRECTOR 2064483033 2024-10-09 1 1 MEGAN R RYAN P00737884 4254544919 2024-10-09 2023 2024-10-15 13:58:12Z APPRENTI JENNIFER CARLSON 1595 NW GILMAN BLVD 6B ISSAQUAH WA 98027 17495032 0 X WWW.WASHINGTONTECHNOLOGY.ORG/WORKFORCE X 2015 WA ADDRESS THE WORKFORCE SHORTAGE IN THE TECHNOLOGY INDUSTRY AND IDENTIFY DIVERSE TALENT TO MEET INDUSTRY NEEDS. 6 5 30 5 0 0 11778753 16386199 1142317 944250 0 163924 0 659 12921070 17495032 5379369 3076035 0 0 5222433 4686108 7984 0 33369 2922927 3447827 13532713 11209970 -611643 6285062 4248639 10801426 2289151 2556876 1959488 8244550 TO ADDRESS THE WIDENING TALENT AND DIVERSITY GAPS IN THE TECHNOLOGY INDUSTRY BY CREATING A NEW PATHWAY TO MID-LEVEL TECH CAREERS WITH AN EXPLICIT FOCUS ON INCREASING THE NUMBERS OF UNDERREPRESENTED GROUPS: WOMEN, PEOPLE OF COLOR, AND VETERANS. 0 0 9567697 3076035 944250 APPRENTI RECRUITED AND SCREENED OVER A THOUSAND DIVERSE CANDIDATES AND CHOSE THE MOST COMPETITIVE TO ADVANCE TO EMPLOYER INTERVIEWS. THIS RESULTED IN OVER 400 APPRENTICES BEING PLACED IN TECH POSITIONS IN 2023. APPRENTI ALSO EXPANDED TO A NATIONAL PROGRAM TO IMPLEMENT OUR TECH APPRENTICESHIP PROGRAM ACROSS THE UNITED STATES. APPRENTI STAFF FILED ADDITIONAL OCCUPATIONS FOR FEDERAL AND STATE APPROVAL AND CONTINUED OUTREACH TO EMPLOYERS AND CANDIDATES TO FILL THE TECH WORKFORCE GAP LOCALLY AND NATIONALLY. 9567697 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 14 0 30 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X OSAMA SHAMS EDDIN 2064483033 1595 NW GILMAN BLVD 6B ISSAQUAH WA 98027 RAINER GAWLICK BOARD CHAIR 3.00 0.00 X X 0 0 0 KRIAG BAKER DIRECTOR 3.00 0.00 X 0 0 0 KEITH DOWNER DIRECTOR 3.00 0.00 X 0 0 0 MARGARET ROJAS DIRECTOR 3.00 0.00 X 0 0 0 MICHAEL SCHUTZLER CHIEF EXECUTIVE OFFICER 26.00 14.00 X 0 443293 35522 JONATHAN DEMELLA BOARD SECRETARY 3.00 0.00 X X 0 0 0 JENNIFER CARLSON EXECUTIVE DIRECTOR 40.00 1.00 X 0 249516 40315 OSAMA SHAMS EDDIN CONTROLLER 40.00 0.00 X 0 152235 16697 KYLE MCALICE DIRECTOR OF PROGRAM OPERATIONS 40.00 0.00 X 0 134400 39108 ANDREA ANDERSON DIRECTOR PROGRAM DEV AND EDUCATION 40.00 0.00 X 0 149999 35440 STEVE KING DIRECTOR, BUSINESS DEVELOPMENT 40.00 0.00 X 0 134500 27726 VALERIE ROBINSON REGIONAL DIRECTOR 40.00 0.00 X 0 116375 36836 0 1380318 231644 0 0 1 0 DAVIS WRIGHT TREMAINE LLP PO BOX 7410478 CHICAGO IL 60674 LEGAL SERVICES 250861 1 8000 2561849 13816350 16386199 PLACEMENT FEES 561300 944250 944250 944250 163924 163924 659 659 659 17495032 944250 0 164583 X 3076035 3076035 289831 289831 3502593 3476593 26000 87524 86559 965 514569 511454 3115 291591 290137 1454 250861 250861 4700 4700 1209586 1154969 54610 7 207352 192462 14890 9411 9042 353 16 107051 107051 239 239 81277 80408 869 34611 27689 6922 SHARED RESOURCES 1517356 1517356 MEALS & ENTERTAINMENT 13804 3427 9434 943 BUSINESS TAXES 5667 5667 DUES & SUBSCRIPTIONS 2952 2552 400 2960 2960 11209970 9567697 1608904 33369 3317045 384537 7812473 902141 2083871 29453 20545 0 500000 4248639 10801426 922842 1784130 1366309 772746 2289151 2556876 X -94445 7343969 2053933 900581 1959488 8244550 4248639 10801426 6285062 0 X 0 1 X 1 1 1 X 9620971 7871235 10308309 11778753 16386199 55965467 9620971 7871235 10308309 11778753 16386199 55965467 746638 55218829 163924 163924 86550 86550 10682 18600 659 29941 56245882 9770845 0.98170 0.98820 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CONSULTING - 2020 AMOUNT: $ 10,682. 2021 AMOUNT: $ 15,100. 2023 AMOUNT: $ 659. OTHER INCOME - 2021 AMOUNT: $ 3,500. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 TUITION ASSISTANCE FOR APPRENTICES 309 3076035 COST PART I, LINE 2: THE APPRENTI SCREENING PROCESS HAS FOUR STEPS THAT NEED TO BE COMPLETED BEFORE AN APPLICANT IS FULLY ENROLLED AS AN APPRENTICE. THEY ARE AS FOLLOWS: 1.) REGISTER AND TAKE THE ASSESSMENT. THE APPLICANT MUST REGISTER AND TAKE AN ONLINE ASSESSMENT THAT HAS THREE SECTIONS PERTAINING TO MATH, CRITICAL THINKING, AND SOFT SKILLS. THEY ARE RANKED IN COMPARISON TO OTHER APPLICANTS IN A GIVEN AREA AND SELECTED FOR NEXT STEPS BASED ON THEIR RANKING AND THE AVAILABILITY OF APPRENTICESHIP POSITIONS IN THEIR AREA. 2.) THE APPLICANT HAS A PHONE SCREEN WITH APPRENTI STAFF TO CHECK THAT THEY UNDERSTAND HOW THE PROGRAM WORKS AND WHAT THEIR COMMITMENT WILL BE AND TO CONFIRM THEIR OCCUPATIONAL INTERESTS SO WE CAN MATCH THEM WITH APPROPRIATE OPPORTUNITIES. WE ALSO CHECK FOR WORK AUTHORIZATION AND VERIFY ELIGIBILITY FOR VETERANS' PREFERENCE AT THIS TIME IF APPLICABLE. 3.) THE APPLICANT GOES THROUGH A BEHAVIORAL INTERVIEW WITH APPRENTI STAFF TO ASSESS FOR GRIT, INTELLECTUAL CURIOSITY, AND COLLABORATIVE SKILLS. SUCCESSFUL APPLICANTS ARE THEN ELIGIBLE TO INTERVIEW WITH AN EMPLOYER. 4.) EMPLOYERS INTERVIEW APPLICANTS IN A 2:1 RATIO OF APPLICANTS TO POSITION. SELECTED APPLICANTS BEGIN THEIR APPRENTICESHIP WITHIN 2-4 WEEKS OF SELECTION. UNSUCCESSFUL APPLICANTS ARE ELIGIBLE TO RE-INTERVIEW WITH OTHER EMPLOYERS UP TO THREE TIMES. 0 0 0 0 0 0 0 0 0 MICHAEL SCHUTZLER CHIEF EXECUTIVE OFFICER 0 344764 0 98529 0 0 0 13125 0 22397 0 478815 0 0 JENNIFER CARLSON EXECUTIVE DIRECTOR 0 213956 0 35560 0 0 0 9300 0 31015 0 289831 0 0 ANDREA ANDERSON DIRECTOR PROGRAM DEV AND EDUCATION 0 149999 0 0 0 0 0 6000 0 29440 0 185439 0 0 KYLE MCALICE DIRECTOR OF PROGRAM OPERATIONS 0 134400 0 0 0 0 0 5600 0 33508 0 173508 0 0 OSAMA SHAMS EDDIN CONTROLLER 0 121335 0 30900 0 0 0 6116 0 10581 0 168932 0 0 STEVE KING DIRECTOR, BUSINESS DEVELOPMENT 0 114500 0 20000 0 0 0 4580 0 23146 0 162226 0 0 VALERIE ROBINSON REGIONAL DIRECTOR 0 116375 0 0 0 0 0 3491 0 33345 0 153211 0 0 PART I, LINE 6 THE VOLUNTEERS ARE BOARD MEMBERS OF APPRENTI FORM 990, PART VI, SECTION A, LINE 2 THE BOARD OF DIRECTORS INCLUDES DIRECTORS WHO ARE OFFICERS, DIRECTORS, OR EMPLOYEES OF WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION, AN AFFILIATED SECTION 501(C)(6) ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED UNDER THE DIRECTION OF THE FINANCE DIRECTOR OF WTIA WORKFORCE INSTITUTE BY THE INDEPENDENT ACCOUNTING FIRM CLARK NUBER PS. A DRAFT COPY OF THE ORGANIZATION'S FORM 990 WAS FIRST PROVIDED TO THE WTIA WORKFORCE INSTITUTE'S FINANCE DIRECTOR, WHO REVIEWED THE FORM 990 FOR ACCURACY AND COMPLETENESS. ANY QUESTIONS, CONCERNS, OR ISSUES RAISED BY THOSE INDIVIDUALS WERE ADDRESSED, AND ANY NECESSARY REVISIONS WERE MADE TO THE FORM 990. THE FINAL VERSION OF THE FORM 990 WAS REVIEWED AND APPROVED FOR FILING BY THE PRESIDENT OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH ITS TAX-EXEMPT PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, MANAGEMENT CONTINUOUSLY CONDUCTS REVIEWS OF CONTRACTUAL ARRANGEMENTS. THE REVIEWS INCLUDE, AT A MINIMUM, THE FOLLOWING: WHETHER THE CONTRACTUAL ARRANGEMENTS WITH SERVICE PROVIDERS AND THE SERVICES PROVIDED ARE REASONABLE, BASED ON COMPETENT MARKET AND SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH NEGOTIATION. WHETHER CONTRACTUAL ARRANGEMENTS WITH SERVICE PROVIDERS AND ARRANGEMENTS WITH OTHER ORGANIZATIONS CONFORM TO WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER TAX-EXEMPT PURPOSES, AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. WHETHER ANY TRANSACTION CONDUCTED BY THE ORGANIZATION INVOLVES OR COULD POSSIBLY GIVE RISE TO A CONFLICT OF INTEREST. ADDITIONALLY, EACH DIRECTOR, OFFICER, OR MEMBER OF ANY COMMITTEE OF THE BOARD OF DIRECTORS THAT HAS AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS, AND THOSE EMPLOYEES WHO MAY BE DESIGNATED BY THE PRESIDENT OF THE WTIA WORKFORCE INSTITUTE (COVERED PERSON) COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. NO COVERED PERSON MAY ENGAGE IN ANY TRANSACTION OR ARRANGEMENT OR UNDERTAKE POSITIONS WITH OTHER ORGANIZATIONS THAT INVOLVE A CONFLICT OF INTEREST, EXCEPT IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. COVERED PERSONS SHOULD AVOID BOTH ACTUAL CONFLICTS AND THE APPEARANCE OF CONFLICTS OF INTEREST. EVERY PERSON DISCLOSES ALL ACTUAL AND POTENTIAL CONFLICTS, AS STATED BELOW, AND RECUSES HIMSELF/HERSELF FROM VOTING ON ANY TRANSACTION OR ARRANGEMENT IN WHICH HE/SHE HAS A POTENTIAL OR ACTUAL CONFLICT OF INTEREST, AND IS NOT PRESENT WHEN ANY SUCH VOTE IS TAKEN. EACH COVERED PERSON PROMPTLY AND FULLY DISCLOSES ALL MATERIAL FACTS OF EVERY ACTUAL OR POTENTIAL CONFLICT OF INTEREST: EXISTING AT THE TIME WHEN HE/SHE BECOMES A COVERED PERSON; THAT ARISES WHILE HE/SHE IS A COVERED PERSON, AT THE TIME SUCH ACTUAL OR POTENTIAL CONFLICT ARISES; AND ANNUALLY THROUGH THE ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. ALL DISCLOSURES INVOLVING A TRANSACTION OR ARRANGEMENT BEING CONSIDERED AT A MEETING OF THE BOARD OR A COMMITTEE ARE MADE TO ALL MEMBERS PRESENT AT SUCH MEETING. ALL OTHER DISCLOSURES ARE MADE TO THE PRESIDENT (WHO DISCLOSES HIS OR HER CONFLICTS TO THE BOARD OF DIRECTORS). THE PRESIDENT DISCLOSES TO THE BOARD OF DIRECTORS ALL CONFLICTS OF INTEREST REPORTED TO HIM OR HER UNDER THIS POLICY. THE BOARD OF DIRECTORS EVALUATES THE DISCLOSURES TO DETERMINE WHETHER THEY INVOLVE ACTUAL CONFLICTS OF INTEREST AND MAY ATTEMPT TO DEVELOP ALTERNATIVES TO REMOVE THE CONFLICT FROM THE SITUATION. THE CORPORATION MAY ENTER INTO A TRANSACTION OR ARRANGEMENT IN WHICH A COVERED PERSON HAS A CONFLICT OF INTEREST IF: THE COVERED PERSON HAS DISCLOSED THE CONFLICT OF INTEREST IN ACCORDANCE WITH THE POLICY; A MAJORITY OF DIRECTORS WHO HAVE NO INTEREST IN THE TRANSACTION OR ARRANGEMENT APPROVE THE TRANSACTION OR ARRANGEMENT AT A BOARD OR COMMITTEE MEETING AFTER DETERMINING, IN GOOD FAITH AND AFTER REASONABLE INVESTIGATION, THAT THE TRANSACTION OR ARRANGEMENT IS FAIR AND REASONABLE TO THE CORPORATION AND IS IN THE CORPORATION'S BEST INTEREST; ANY COVERED PERSON WHO HAS AN ACTUAL OR POTENTIAL CONFLICT WITH RESPECT TO THE TRANSACTION OR ARRANGEMENT DOES NOT PARTICIPATE IN AND IS NOT PRESENT FOR THE VOTE REGARDING ANY SUCH TRANSACTION OR ARRANGEMENT (PROVIDED, HOWEVER, THAT ANY SUCH COVERED PERSON MAY APPEAR AT A MEETING TO ANSWER QUESTIONS CONCERNING THE TRANSACTION OR ARRANGEMENT); AND THE BOARD OF DIRECTORS RELIES UPON APPROPRIATE COMPARABILITY DATA, SUCH AS AN INDEPENDENT APPRAISAL OR AN INDEPENDENT COMPENSATION STUDY, IN REACHING ITS DETERMINATION AS TO THE FAIRNESS AND REASONABLENESS OF THE TRANSACTION OR ARRANGEMENT TO THE ORGANIZATION. IT WILL NOT BE A VIOLATION OF THE POLICY IF ALL THE REQUIREMENTS FOR FORMAL APPROVAL, OUTLINED ABOVE, ARE NOT SATISFIED, SO LONG AS THE TRANSACTION OR ARRANGEMENT IS IN FACT FAIR TO THE CORPORATION, FURTHERS ITS TAX-EXEMPT PURPOSES, AND DOES NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT, OR AN EXCESS BENEFIT TRANSACTION UNDER LAWS APPLICABLE TO ORGANIZATIONS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE MINUTES OF THE BOARD OF DIRECTORS OR ANY COMMITTEE OF THE BOARD FOR ANY MEETINGS DESCRIBED ABOVE WILL CONTAIN THE NAMES OF THE PERSONS WHO DISCLOSED AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST OR OTHERWISE WERE FOUND TO HAVE A CONFLICT OF INTEREST, AND THE NATURE OF THE CONFLICT OF INTEREST, AS WELL AS THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT CONSIDERED AND THE APPROPRIATE COMPARABILITY DATA RELIED UPON, AND A RECORD OF ANY VOTES TAKEN. THE MINUTES OF ANY MEETING WILL BE PREPARED BY THE LATTER OF THE NEXT SUCCEEDING MEETING OF THE BOARD OF DIRECTORS OR COMMITTEE, OR 60 DAYS AFTER THE FINAL ACTION ON THE MATTER IS TAKEN BY THE BOARD OF DIRECTORS OR COMMITTEE. EACH COVERED PERSON WILL SIGN A STATEMENT ACKNOWLEDGING THAT HE OR SHE HAS RECEIVED A COPY OF THE POLICY, HAS READ AND UNDERSTANDS IT, AND AGREES TO COMPLY WITH IT. IF THE BOARD OF DIRECTORS HAS REASONABLE CAUSE TO BELIEVE THAT A COVERED PERSON HAS FAILED TO COMPLY WITH THIS POLICY, THE BOARD MAY COUNSEL THE COVERED PERSON REGARDING SUCH FAILURE AND, IF THE ISSUE IS NOT RESOLVED TO THE BOARD'S SATISFACTION, MAY CONSIDER ADDITIONAL CORRECTIVE ACTION AS APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR OF THE WTIA WORKFORCE INSTITUTE IS REVIEWED ANNUALLY BY A COMMITTEE APPOINTED BY THE WTIA WORKFORCE INSTITUTE BOARD OF DIRECTORS. THE COMMITTEE IS COMPOSED OF INDIVIDUALS INDEPENDENT OF THE EMPLOYEES BEING EVALUATED. THE COMMITTEE CONSIDERS ALL RELEVANT FACTORS INCLUDING (BUT NOT LIMITED TO): LEVEL OF EXPERIENCE, PERFORMANCE REVIEWS, AND PUBLISHED COMPENSATION OF SIMILAR POSITIONS IN OTHER ORGANIZATIONS. THE COMPENSATION COMMITTEE'S DELIBERATIONS ARE RECORDED. THE CONCLUSIONS AND SUPPORTING INFORMATION OF THE COMPENSATION COMMITTEE IS REPORTED TO WTIA WORKFORCE INSTITUTE'S BOARD OF DIRECTORS. THE BODS REVIEWS THE COMPENSATION COMMITTEE'S REPORT, SETS THE COMPENSATION LEVELS AND INFORM THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 AVAILABLE TO THE PUBLIC BY CONTACTING THE ORGANIZATION IN WRITING AT: 1595 NW GILMAN BLVD, SUITE 6B, ISSAQUAH, WA 98027. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES - ART INCENTIVES: PROGRAM SERVICE EXPENSES 1,127,410. MANAGEMENT AND GENERAL EXPENSES 54,610. FUNDRAISING EXPENSES 7. TOTAL EXPENSES 1,182,027. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 27,559. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,559. WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION 1595 NW GILMAN BLVD SUITE 6B ISSAQUAH WA 98027 911427013 TO FOSTER A ROBUST, EQUITY-CENTERED TECHNOLOGY SECTOR WA 501(C)(6) 0 HR BENEFITS INC 1595 NW GILMAN BLVD SUITE 6B ISSAQUAH WA 98027 813527701 TO PROVIDE SERVICES AND ADMINISTRATION OF EMPLOYER BENEFITS PROGRAMS. WA N/A C 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0