2024-11-15T16:28:08-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 20 E THOMAS RD STE 2300 PHOENIX AZ 85012 990 2023-01-01 593828402 TECHFORCE FOUNDATION TECH 6234450933 12621 N TATUM BLVD 304 PHOENIX AZ 85032 JENNIFER MAHER CEO/EXECUTIVE DIRECTOR 6234450933 2024-11-14 1 1 JACQUELINE ECKMAN P01300648 6022662248 2024-11-14 2023 2024-10-15 13:58:12Z ANGIE BABIN 12621 N TATUM BLVD 304 PHOENIX AZ 85032 5323854 0 X TECHFORCE.ORG X 2005 AZ TO CHAMPION STUDENTS TO AND THROUGH THEIR EDUCATION AND INTO CAREERS AS PROFESSIONAL TECHNICIANS. 12 12 10 150 0 0 3919713 5189739 0 25484 92455 103263 31132 5368 4043300 5323854 1340969 2498116 0 0 1265238 1300494 0 0 442663 1309475 1821557 3915682 5620167 127618 -296313 5524936 6054841 557741 1036004 4967195 5018837 X TO CHAMPION ALL STUDENTS TO AND THROUGH THEIR EDUCATION AND INTO CAREERS AS PROFESSIONAL TECHNICIANS. 0 0 2498116 2498116 TECHFORCE FOUNDATION PROVIDED 1,365 SCHOLARSHIPS AND GRANTS TO STUDENTS WITH FINANCIAL NEED TO PURSUE THEIR EDUCATION AND CAREERS, UNDER ESTABLISHED PLATFORMS INCLUDING, BUT NOT LIMITED TO, TUITION SCHOLARSHIPS, EMERGENCY GRANTS, ADVANCED TRAINING SCHOLARSHIPS, RELOCATION GRANTS, CAMPUS FOOD PANTRY SUPPORT AND VETERANS AT WORK MILITARY TRANSITION AWARDS. TECHFORCE ALSO AWARDS MERIT-BASED SCHOLARSHIPS. GRANTS ALSO SUPPORT OTHER NONPROFITS; AS WELL AS HIGH SCHOOL CTE (CAREER AND TECHNICAL EDUCATION) PROGRAMS AND OVERALL SCHOLARSHIPS/GRANTS SUPPORT STUDENTS SEEKING POST-SECONDARY EDUCATION AS A PROFESSIONAL TECHNICIAN IN THE AREAS OF AUTOMOTIVE, DIESEL, COLLISION REPAIR, AVIATION, MOTORCYCLE, MARINE, MOTORSPORTS, RESTORATION, WELDING AND CNC MACHINING SO THEY CAN GET TO AND THROUGH THEIR EDUCATION AND FILL THE PIPELINE OF QUALIFIED INDUSTRY TECHNICIANS. 1808464 25484 TECHFORCE'S CAREER EXPLORATION AND WORKFORCE DEVELOPMENT PROGRAMS SUPPORT THOSE INTERESTED IN PURSUING THE TECHNICIAN PROFESSION BY CONNECTING THEM THROUGH ITS ONLINE PROPRIETARY SOFTWARE PLATFORM TO RESOURCES, MENTORS, EDUCATION AND EMPLOYERS. TECHFORCE WORKS TO EDUCATE PEOPLE ABOUT THE CAREER AND DISPEL OUTDATED STIGMAS; PROVIDES HANDS-ON, EXPERIENTIAL OPPORTUNITIES FOR MIDDLE SCHOOL, HIGH SCHOOL AND POST-SECONDARY STUDENTS TO ENGAGE WITH TECHNOLOGY, STEM SKILLS, AND MENTORS; CONNECT THESE STUDENTS AND WORKING TECHS WITH RESOURCES, APPRENTICESHIPS, JOBS AND SCHOOLS IN ORDER TO ADVANCE THEIR EDUCATION AND CAREERS. 4306580 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 17 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA CT FL GA HI IL KS KY MA MD ME MN MS NC NH NJ NM NY OK OR PA RI SC TN UT VA WI WV X X JENNIFER MAHER 6234450933 12621 N TATUM BLVD 304 PHOENIX AZ 85032 JENNIFER MAHER CEO/EXECUTIVE DIRECTOR 40.00 X X 288863 0 57079 ANGELA BABIN PRESIDENT/CHAIRMAN 1.00 X X 0 0 0 JON VESELY VICE CHAIR 1.00 X X 0 0 0 PAUL HALSCH TREASURER 1.00 X X 0 0 0 CHRIS BLANCHETTE DIRECTOR 1.00 X 0 0 0 MARK FERNER DIRECTOR 1.00 X 0 0 0 MATT HARTFORD DIRECTOR 1.00 X 0 0 0 BARRETT CRANE DIRECTOR (LEFT 02/23) 1.00 X 0 0 0 CODY METCALF DIRECTOR (LEFT 11/23) 1.00 X 0 0 0 MARY MAHONEY DIRECTOR 1.00 X 0 0 0 MICHELLE JOHNSON DIRECTOR 1.00 X 0 0 0 KIM MCCULLOUGH DIRECTOR 1.00 X 0 0 0 DENISE KINGSTROM DIRECTOR 1.00 X 0 0 0 DAVID ELLIS SECRETARY 1.00 X X 0 0 0 WILLIAM WILLETTS DIRECTOR 1.00 X 0 0 0 DAVE SMITH DIRECTOR 1.00 X 0 0 0 LISA MATTKE CHIEF OPERATIONS & FINANCE 40.00 X 158183 0 0 447046 0 57079 2 0 1 0 QUORUM IT LLC 13020 N 82ND ST SCOTTSDALE AZ 85260 SOFTWARE DEVELOPMENT 504000 1 4005 5185734 241196 5189739 REGISTRATION FEES 900099 15484 15484 FEES FOR SERVICE 900099 10000 10000 25484 65611 65611 37652 0 37652 37652 37652 OTHER INCOME 900099 5368 5368 5368 5323854 25484 0 108631 X 2498116 2498116 345942 172971 103783 69188 803774 238639 400078 165057 36254 9061 19584 7609 32720 14642 10867 7211 81804 38425 26057 17322 22808 22808 34693 59 34634 15525 15525 707867 412999 127537 167331 571518 559407 8911 3200 19997 5315 14074 608 94804 50011 43149 1644 54603 24954 26156 3493 281981 281981 17761 17761 5620167 4306580 870924 442663 696569 1114152 1839650 1663416 28869 26551 2186342 1125565 992757 1060777 1967091 2189945 5524936 6054841 221256 366100 191468 528638 145017 141266 557741 1036004 X 2002252 2041780 2964943 2977057 4967195 5018837 5524936 6054841 X -296313 155936 161750 30269 X 0 1 X 1 0 X 2727893 2328498 3770612 4184037 5189739 18200779 2727893 2328498 3770612 4184037 5189739 18200779 7352798 10847981 54868 32819 44677 58467 65611 256442 1366 3939 4868 31132 5368 46673 18503894 25484 0.58630 0.57000 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 1,366. 2020 AMOUNT: $ 3,939. 2021 AMOUNT: $ 4,868. 2022 AMOUNT: $ 31,132. 2023 AMOUNT: $ 5,368. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2186342 1125565 1060777 1060777 X 5749927 155936 255393 30269 441598 5308329 15525 15525 5323854 5698285 93643 93643 5604642 15525 15525 5620167 PART X, LINE 2: THE FOUNDATION IS ORGANIZED AS A NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN FOUNDATION DESCRIBED IN SECTION 501(C)(3) AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). ACCORDINGLY, CONTRIBUTIONS TO IT QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A). THE FOUNDATION IS ANNUALLY REQUIRED TO FILE A RETURN OF FOUNDATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE FOUNDATION IS GENERALLY SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE. THE FOUNDATION HAS DETERMINED THE FOUNDATION HAS NO TAXABLE UNRELATED BUSINESS INCOME AND IT HAS NOT FILED THE EXEMPT FOUNDATION BUSINESS INCOME TAX RETURN (IRS FORM 990-T), OR ITS ARIZONA EQUIVALENT, FORM 99-T. THE FOUNDATION HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FOUNDATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. 1 FOOD PLATFORM 1144 33225 LIFE PLATFORM 191 222081 OUTSTANDING STUDENT MERIT AWARD 2 8000 PED-MSAT PLATFORM 62 182000 PED-RELO PLATFORM 84 62425 STRONG PLATFORM 157 117250 TUI PLATFORM 759 1759450 VET-CASH 28 19800 VET-TUI 6 4000 POWER 13 1315 74627 FMV TOOLS, MERCHANDISE, GIFT CARDS, ETC. STEM 1008 13943 PART I, LINE 2: STUDENTS APPLY FOR A SCHOLARSHIP OR GRANT BASED ON ESTABLISHED CRITERIA AND MONEY AVAILABLE. GRANT FUNDS ARE DISBURSED AS NEEDED AS LONG AS THE STUDENT PROVIDES THE NECESSARY DOCUMENTATION. STUDENTS APPLY FOR A PARTICULAR SCHOLARSHIP BASED ON ESTABLISHED CRITERIA, COMPLETE THE APPLICATION FORM AND SUBMIT IT BY THE STATED DEADLINE. EACH SCHOLARSHIP FUND SETS THE NUMBER OF AWARDS PER YEAR. SCHOLARSHIP AWARDS ARE PAID DIRECTLY TO THE SCHOOL TO ENSURE PROPER USE FOR TUITION AND OTHER APPROVED EXPENSES. HARDSHIP ASSISTANCE IS MONITORED TYPICALLY BY PAYING BASIC-NEED EXPENSES (HOUSING, UTILITIES, ETC) BASED ON THE SUBMISSION OF SUPPORTING DOCUMENTATION. PAYMENTS ARE GENERALLY PAID DIRECTLY TO THE SERVICE PROVIDER TO ASSURE APPROPRIATE USE OF THE FUNDS. THE FOOD PANTRY PROGRAM PROVIDES FINANCIALLY DISTRESSED STUDENTS WITH SMALL QUANTITIES OF FOOD STAPLES. SUBSEQUENT TO THE FOOD PANTRY GRANT, NO FURTHER MONITORING IS CONSIDERED NECESSARY OR APPROPRIATE. THE NUMBER OF FOOD PANTRY RECIPIENTS IS AN ESTIMATE OF ASSISTANCE INSTANCES BASED ON CASUAL OBSERVATION. THE FOUNDATION DOES NOT ATTEMPT TO ESTIMATE THE NUMBER OF UNIQUE RECIPIENTS. X 0 0 0 0 0 0 0 1 0 JENNIFER MAHER CEO/EXECUTIVE DIRECTOR 257405 0 31458 0 0 0 33057 0 24022 0 345942 0 0 0 LISA MATTKE CHIEF OPERATIONS & FINANCE 147000 0 11183 0 0 0 0 0 0 0 158183 0 0 0 PART I, LINE 7 THE BONUSES ARE BASED ON GOALS ACHIEVED AND BY THE DISCRETION OF THE BOARD. QUORUM IT OWNED BY SPOUSE OF EXECUTIVE DIRECTOR 504000 SOFTWARE DEVELOPMENT 0 SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS DURING 2018, THE FOUNDATION'S BOARD OF DIRECTORS, CONSISTENT WITH THE FOUNDATION'S CONFLICT OF INTEREST POLICY AND FOLLOWING A FORMALLY VETTED REQUEST FOR PROPOSAL PROCESS, APPROVED A CAPITAL EXPENDITURE WITH AN ENTITY OWNED BY A FAMILY MEMBER OF THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR RECUSED HERSELF FROM THE REQUEST FOR PROPOSAL PROCESS AND THE BOARD OF DIRECTORS VOTE. FURTHER, PERSONS OTHER THAN THE EXECUTIVE DIRECTOR WERE APPOINTED TO MANAGE THE RELATIONSHIP WITH THE ENTITY GOING FORWARD. X LEARNING CURRICULUM 1 110000 FAIR VALUE X TOOLS, MERCHANDISE, GIFT CARDS 111 64841 FAIR VALUE X COMPUTERS AND VR SYSTEMS 27 23383 FAIR VALUE X STUDENT ADMISSION TICKETS 648 22179 FAIR VALUE X HOTEL/AIRFARE 1 11293 FAIR VALUE X SOFTWARE 1 9500 FAIR VALUE 0 0 1 0 PART I, COLUMN (B): COLUMN B REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD BY RESOLUTION MAY ESTABLISH AN EXECUTIVE COMMITTEE AND SUCH ADDITIONAL COMMITTEES, WITH BOARD- DELEGATED POWERS, AS THE BOARD DEEMS NECESSARY TO ASSIST IN THE MANAGEMENT AND CONTROL OF THE FOUNDATION. SUCH COMMITTEES SHALL CONSIST OF TWO (2) OR MORE DIRECTORS, INCLUDING THE RELEVANT OFFICER WHERE APPROPRIATE, HAVING SUCH POWERS AND DUTIES, NOT INCONSISTENT WITH SUBSECTION (D) HEREOF OR ANY EXISTING DELEGATION OF POWERS TO A COMMITTEE OF DIRECTORS. UNLESS OTHERWISE LIMITED BY A RESOLUTION OF THE BOARD, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE, WHEN THE BOARD IS NOT IN SESSION, ALL OF THE POWERS OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE FOUNDATION; PROVIDED; HOWEVER, THE EXECUTIVE COMMITTEE MUST REPORT IN WRITING TO THE BOARD AT THE NEXT MEETING OF THE BOARD ALL ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE BETWEEN MEETINGS OF THE BOARD. UPON THE CREATION OF SUCH COMMITTEE, THE BOARD MUST APPROVE THE COMMITTEE'S RESPONSIBILITIES, INITIAL MEMBERSHIP, AND CHAIR. EACH SUCH COMMITTEE MAY FIX ITS OWN RULES GOVERNING THE CONDUCT OF ITS ACTIVITIES, NOT INCONSISTENT WITH RULES APPROVED BY THE BOARD AND THESE BYLAWS, AND SHALL MAKE SUCH REPORTS TO THE BOARD OF ITS ACTIVITIES AS THE BOARD MAY REQUEST. CHANGES TO THE MEMBERSHIP, CHAIR, OR COMMITTEE RESPONSIBILITIES MUST BE APPROVED BY THE BOARD PRIOR TO SUCH CHANGES BECOMING EFFECTIVE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE THE DRAFT IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT AND ANY CHANGES INCORPORATED INTO THE FILING. ONCE THIS DETAILED REVIEW IS COMPLETE, THE DRAFT OF THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENTS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH DIRECTOR, OFFICER AND MEMBER OF A COMMITTEE WITH BOARD AUTHORIZED POWERS SIGNS A STATEMENT WHICH AFFIRMS (S)HE HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, READ AND UNDERSTANDS THE POLICY, AGREES TO COMPLY WITH THE POLICY AND UNDERSTANDS THE FOUNDATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OF MORE OF ITS TAX-EXEMPT PURPOSES. THE ORGANIZATION ALSO CONDUCTS PERIODIC REVIEWS TO ENSURE THE FOUNDATION OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSE. THESE REVIEWS SPECIFICALLY LOOK AT COMPENSATION ARRANGEMENTS WITH DISQUALIFIED PERSONS AND WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE FOUNDATION'S WRITTEN POLICIES. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED AND MANAGED BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE DELIVERS AN ANNUAL PERFORMANCE REVIEW, AND APPROVES OR DENIES ANY PERFORMANCE INCENTIVE PAY TO THE EXECUTIVE DIRECTOR. NO CHANGES TO THE EXECUTIVE DIRECTOR'S COMPENSATION MAY BE MADE WITHOUT REVIEW AND APPROVAL OF THE BOARD. THE COMPENSATION IS THEN DOCUMENTED IN THE PERSONNEL FILE. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS FORM 990 RETURNS AVAILABLE TO THE PUBLIC FOR INSPECTION ON THE FOUNDATION'S WEBSITE. ITS FORM 1023, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC FOR INSPECTION UPON REQUEST. FORM 990, PART IX, LINE 11G PUBLIC RELATIONS: PROGRAM SERVICE EXPENSES 154,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 44,554. TOTAL EXPENSES 198,554. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 258,999. MANAGEMENT AND GENERAL EXPENSES 127,537. FUNDRAISING EXPENSES 122,777. TOTAL EXPENSES 509,313. FORM 990, PART XI, LINE 9: SCHOLARSHIP REFUNDS 30,269.