SHIFT WORK FORWARD INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SHIFT WORK FORWARD INC (EIN 47-5172476)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-05-22
- IRS object ID
- 202301429349300025
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-22T09:38:23-05:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 800N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475172476 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL FUND FOR WORKFORCE SOLUTIONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 2022238994 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 CONNECTICUT AVENUE NW 200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMANDA CAGE | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2022238994 | PhoneNum |
| Signature | 2023-05-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | AMANDA | PersonFirstNm |
| Person Last | CAGE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD J LOCASTRO CPA | PreparerPersonNm |
| PTIN | P00288314 | PTIN |
| Phone | 3019519090 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AMANDA CAGE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 CONNECTICUT AVENUE NW 200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,204,741 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NATIONALFUND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | SEE PART III, LINE 1. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 23 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,823,474 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,897,030 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $32,803 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $294,456 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,204 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,239 | CYInvestmentIncomeAmt |
| PY Other Revenue | $148 | PYOtherRevenueAmt |
| CY Other Revenue | $1,016 | CYOtherRevenueAmt |
| PY Total Revenue | $1,868,629 | PYTotalRevenueAmt |
| CY Total Revenue | $5,204,741 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,901,362 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,095,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,352,966 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,221,189 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $174,936 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,610,000 | PYOtherExpensesAmt |
| CY Other Expenses | $1,704,667 | CYOtherExpensesAmt |
| PY Total Expenses | $5,864,328 | PYTotalExpensesAmt |
| CY Total Expenses | $6,020,856 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,995,699 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$816,115 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,495,293 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,945,834 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,810,231 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,076,887 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,685,062 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,868,947 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE COLLABORATE WITH WORKERS, EMPLOYERS, AND COMMUNITIES TO ADVANCE A SKILLED WORKFORCE, PROMOTE GOOD JOBS, AND INVEST IN EQUITABLE OUTCOMES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,614,192 | ExpenseAmt |
| Grant | $1,450,000 | GrantAmt |
| Revenue | $500 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,497,085 | ExpenseAmt |
| Grant | $545,000 | GrantAmt |
| Revenue | $11,650 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $606,624 | ExpenseAmt |
| Grant | $100,000 | GrantAmt |
| Revenue | $17,800 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | DescDesc | RevenueRevenueAmt |
|---|---|---|
| $144,426 | CO-INVEST FOR IMPACT:WE CATALYZE OUR NETWORK TO CO-INVEST IN A SET OF INTEGRATED SOLUTIONS THAT ENABLES WORKERS, EMPLOYERS AND COMMUNITIES TO ADVANCE A SKILLED WORKFORCE, PROMOTE GOOD JOBS AND INVEST IN EQUITABLE OUTCOMES. BY USING A CO-INVESTMENT MODEL THAT LEVERAGES BOTH PRIVATE AND PUBLIC FUNDING, OUR NETWORK OF COMMUNITIES HAS GREATER RESOURCES TO DO THE WORK. | |
| $410,128 | ANNUAL CONVENING:THIS SIGNATURE EVENT BRINGS TOGETHER HUNDREDS OF EMPLOYERS, LOCAL AND NATIONAL FUNDERS, LABOR REPRESENTATIVES, TRAINING PROVIDERS, FUNDERS, AND WORKFORCE DEVELOPMENT PROFESSIONALS. THIS EVENT CHALLENGED ATTENDEES TO BRING ALL STAKEHOLDERS TO THE TABLE AND DEVELOP THE WORKFORCE ECOSYSTEM WE NEED. | $264,506 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $554,554 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $264,506 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $5,272,455 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 23 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY O'NEILL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2025392825 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 CONNECTICUT AVENUE NW 200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| WHITNEY SMITH | |||||||
| CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PETER STRANGE | |||||||
| CHAIRMAN EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EARL BUFORD | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| IVYE ALLEN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DENISE CHERENFANT | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAULA GILBERTO | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL GRITTON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEJANDRO MENDOZA | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOANNE POKASKI | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AMANDA CAGE | |||||||
| CEO & PRESIDENT | 40.00 | Yes (X) | $210,640 | $0 | $9,551 | ||
| ELICIA WILSON | |||||||
| COO & SECRETARY | 40.00 | Yes (X) | $138,677 | $0 | $15,672 | ||
| TOM STRONG | |||||||
| ACTIVATE EMPLOYERS DIRECTOR | 40.00 | $117,642 | $0 | $26,531 | Yes (X) | ||
| KELLY AIKEN | |||||||
| CHIEF PROGRAM OFFICER (THRU 9/21) | 40.00 | $112,176 | $0 | $28,712 | Yes (X) | ||
| MICHELLE WILSON | |||||||
| EVALUATION & LEARNING DIRECTOR | 40.00 | $122,911 | $0 | $13,091 | Yes (X) | ||
| ANDREA KIPPUR | |||||||
| DEVELOPMENT DIRECTOR | 40.00 | $111,649 | $0 | $14,078 | Yes (X) | ||
| LISA CHENSVOLD | |||||||
| MKTG. & COMM. DIR. | 40.00 | $118,055 | $0 | $15,355 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $931,750 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $122,990 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WASHINGTON UNIVERSITY | |||||
| 700 ROSEDALE AVE CB 1034 | SAINT LOUIS | MO | 63112 | CONSULTING - STUDY OF COLLABORATIVES | $256,438 |
| WORKFORCE & ORGANIZATIONAL RESEARCH CENT | |||||
| 924 SHERMAN AVE | EVANSTON | IL | 60202 | CONSULTING - RESEARCH | $182,270 |
| DESIGN IMPACT | |||||
| 5030 OAKLAWN DR | CINCINNATI | OH | 45227 | CONSULTING - ACTIVATE EMP. PRGRM | $155,078 |
| ANTHOLOGY COMMUNICATIONS LLC | |||||
| 1775 EYE STREET NW STE 1150 | WASHINGTON | DC | 20006 | CONSULTING - PUBLIC RELATIONS | $100,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,897,030 | AllOtherContributionsAmt |
| Total Contributions | $4,897,030 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| REGISTRATION FEES | 900099 | $264,506 | $264,506 |
| HONORARIUM | 900099 | $19,950 | $19,950 |
| CONTRACTED SERVICES | 900099 | $10,000 | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $294,456 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,239 | TotalRevenueColumnAmt |
| Exclusion | $12,239 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,016 | TotalRevenueColumnAmt |
| Exclusion | $1,016 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,016 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,204,741 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $294,456 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,255 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,095,000 | TotalAmt |
| Program Services | $2,095,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $393,282 | TotalAmt |
| Program Services | $224,651 | ProgramServicesAmt |
| Management And General | $126,331 | ManagementAndGeneralAmt |
| Fundraising | $42,300 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,429,239 | TotalAmt |
| Program Services | $1,205,348 | ProgramServicesAmt |
| Management And General | $149,071 | ManagementAndGeneralAmt |
| Fundraising | $74,820 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,864 | TotalAmt |
| Program Services | $35,369 | ProgramServicesAmt |
| Management And General | $4,325 | ManagementAndGeneralAmt |
| Fundraising | $2,170 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,018 | TotalAmt |
| Program Services | $180,793 | ProgramServicesAmt |
| Management And General | $31,187 | ManagementAndGeneralAmt |
| Fundraising | $15,038 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,786 | TotalAmt |
| Program Services | $102,246 | ProgramServicesAmt |
| Management And General | $19,300 | ManagementAndGeneralAmt |
| Fundraising | $8,240 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,942 | TotalAmt |
| Management And General | $2,942 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,245 | TotalAmt |
| Management And General | $127,245 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $623,489 | TotalAmt |
| Program Services | $595,973 | ProgramServicesAmt |
| Management And General | $19,206 | ManagementAndGeneralAmt |
| Fundraising | $8,310 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,213 | TotalAmt |
| Program Services | $20,444 | ProgramServicesAmt |
| Management And General | $541 | ManagementAndGeneralAmt |
| Fundraising | $228 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,622 | TotalAmt |
| Program Services | $21,858 | ProgramServicesAmt |
| Management And General | $3,245 | ManagementAndGeneralAmt |
| Fundraising | $1,519 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,309 | TotalAmt |
| Program Services | $49,170 | ProgramServicesAmt |
| Management And General | $9,164 | ManagementAndGeneralAmt |
| Fundraising | $3,975 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,929 | TotalAmt |
| Program Services | $141,950 | ProgramServicesAmt |
| Management And General | $26,907 | ManagementAndGeneralAmt |
| Fundraising | $12,072 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,286 | TotalAmt |
| Program Services | $126,482 | ProgramServicesAmt |
| Management And General | $2,271 | ManagementAndGeneralAmt |
| Fundraising | $3,533 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $445,489 | TotalAmt |
| Program Services | $442,347 | ProgramServicesAmt |
| Management And General | $2,298 | ManagementAndGeneralAmt |
| Fundraising | $844 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,800 | TotalAmt |
| Program Services | $1,412 | ProgramServicesAmt |
| Management And General | $268 | ManagementAndGeneralAmt |
| Fundraising | $120 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,167 | TotalAmt |
| Program Services | $2,477 | ProgramServicesAmt |
| Management And General | $470 | ManagementAndGeneralAmt |
| Fundraising | $220 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PAYROLL SERVICE FEES | $45,125 | $45,125 | ||
| C.C. PROCESSING FEES | $7,140 | $423 | $6,717 | |
| FURNITURE AND EQUIPMENT | $6,056 | $908 | $4,633 | $515 |
| PROFESSIONAL DEV'L | $5,934 | $556 | $5,138 | $240 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,921 | TotalAmt |
| Program Services | $10,447 | ProgramServicesAmt |
| Management And General | $1,682 | ManagementAndGeneralAmt |
| Fundraising | $792 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,020,856 | TotalAmt |
| Program Services | $5,272,455 | ProgramServicesAmt |
| Management And General | $573,465 | ManagementAndGeneralAmt |
| Fundraising | $174,936 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,593,220 | BOYAmt |
| EOY | $1,526,904 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,222,836 | BOYAmt |
| EOY | $2,037,091 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,237,000 | BOYAmt |
| EOY | $3,023,529 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500 | BOYAmt |
| EOY | $6,301 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,019 | BOYAmt |
| EOY | $72,764 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $21,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,500 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,300 | BOYAmt |
| EOY | $16,500 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,358,418 | BOYAmt |
| EOY | $1,262,745 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,495,293 | BOYAmt |
| EOY | $7,945,834 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $253,786 | BOYAmt |
| EOY | $617,642 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,556,445 | BOYAmt |
| EOY | $1,459,245 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,810,231 | BOYAmt |
| EOY | $2,076,887 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $532,988 | BOYAmt |
| EOY | $575,799 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,152,074 | BOYAmt |
| EOY | $5,293,148 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,685,062 | BOYAmt |
| EOY | $5,868,947 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,495,293 | BOYAmt |
| EOY | $7,945,834 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$816,115 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,048,069 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,400,149 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,622,946 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,823,474 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,897,030 | CurrentTaxYearAmt |
| Total | $25,791,668 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,048,069 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,400,149 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,622,946 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,823,474 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,897,030 | CurrentTaxYearAmt |
| Total | $25,791,668 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $19,805,277 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,986,391 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,023 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $51,393 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,052 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,204 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,239 | CurrentTaxYearAmt |
| Total | $143,911 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $5,465 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $148 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,016 | CurrentTaxYearAmt |
| Total | $6,629 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $25,942,208 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $576,788 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.23080 | PublicSupportCY170Pct |
| Public Support PY170 | 0.27980 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | NATIONAL FUND FOR WORKFORCE SOLUTIONS QUALIFIES AS A PUBLIC CHARITY UNDER THE "FACTS AND CIRCUMSTANCES" TEST OF 1.170A-9(F)(3) OF THE TREASURY REGULATIONS, BASED UPON THE FOLLOWING:ITS SUPPORT, AS REPORTED FOR 2021, IS 23.08%, THEREBY MEETING THE REQUIREMENT OF 1.170A-9(F)(3)(I).NATIONAL FUND FOR WORKFORCE SOLUTIONS IS ORGANIZED AND OPERATED SO AS TO ATTRACT NEW AND ADDITIONAL FUNDING ON A CONTINUOUS BASIS, THEREBY MEETING THE REQUIREMENT OF 1.170A-9(F)(3)(II). NATIONAL FUND FOR WORKFORCE SOLUTIONS HAS RECENTLY UNDERTAKEN SIGNIFICANT EFFORTS TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT. NATIONAL FUND FOR WORKFORCE SOLUTIONS' PUBLIC SUPPORT, AT 23.08%, IS WELL ABOVE THE 10% MINIMUM REQUIRED FOR THE "FACTS AND CIRCUMSTANCES" TEST, THEREBY MEETING THE REQUIREMENT OF 1.170A-9(F)(3)(III). IN MEETING THE REQUIREMENT OF 1.170A-9(F)(3)(I), NATIONAL FUND FOR WORKFORCE SOLUTIONS HAS RECEIVED SUPPORT FROM A REPRESENTATIVE NUMBER OF PERSONS, RATHER THAN RECEIVING ALL OR MOST OF ITS SUPPORT FROM THE MEMBERS OF A SINGLE FAMILY, OR FROM A SINGLE DONOR. NATIONAL FUND FOR WORKFORCE SOLUTIONS' CURRENT FUNDRAISING PLANS ARE TARGETED AT A BROAD BASE OF DONORS. IN THIS RESPECT, NATIONAL FUND FOR WORKFORCE SOLUTIONS MEETS THE REQUIREMENT OF 1.170A-9(F)(3)(III)(B).NATIONAL FUND FOR WORKFORCE SOLUTIONS REMAINS AN ORGANIZATION COMMITTED TO SERVING THE PUBLIC THROUGH ITS WORK. NATIONAL FUND FOR WORKFORCE SOLUTIONS WORKS EXCLUSIVELY WITH WORKERS, EMPLOYERS, AND COMMUNITIES TO ADVANCE A SKILLED WORKFORCE, PROMOTE GOOD JOBS, AND INVEST IN EQUITABLE OUTCOMES. IN 2021, NATIONAL FUND FOR WORKFORCE SOLUTIONS CONTINUED ITS VARIOUS PROGRAMS INCLUDING ITS ACTIVATE EMPLOYERS TO MAKE JOBS BETTER, CHANGE SYSTEMS, EQUIP WORKERS FOR SUCCESS, CO-INVEST FOR IMPACT AND ANNUAL CONVENING PROGRAMS AND FURTHERED ITS EFFORTS TO INVEST IN THREE KEY AREAS OF WORK-BASED LEARNING: ON-THE-JOB TRAINING, APPRENTICESHIPS, AND PRE-APPRENTICESHIPS. IN THIS MANNER, NATIONAL FUND FOR WORKFORCE SOLUTIONS MEETS THE REQUIREMENT OF 1.170A-9(F)(3)(III)(D). | FactsAndCircumstancesTestTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,500 | DepreciationAmt |
| Book Value | $16,500 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,500 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SECURITY DEPOSITS | $42,746 |
| RIGHT OF USE ASSET | $1,219,999 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,262,745 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $1,459,245 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,459,245 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,204,741 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,204,741 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,204,741 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,020,856 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,020,856 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,020,856 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FOR THE YEAR ENDED SEPTEMBER 30, 2022, 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. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| CENTERSTATE CEO FOUNDATION | ||||||||
| 115 WEST FAYETTE ST | SYRACUSE | NY | 13202 | 222305294 | 501(C)(3) | $290,000 | $0 | TO SUPPORT THE ACTIVATE EMPLOYERS & EQUIP WORKERS FOR SUCCESS PROGRAMS |
| ECONOMIC DEVELOPMENT COUNCIL OF WESTERN MASSACHUSETTS | ||||||||
| 1441 MAIN ST | SPRINGFIELD | MA | 01103 | 043237124 | 501(C)(3) | $45,000 | $0 | TO SUPPORT THE CHANGE SYSTEMS & EQUIP WORKERS FOR SUCCESS PROGRAMS |
| FUND FOR OUR ECONOMIC FUTURE | ||||||||
| 4415 EUCLID AVENUE | CLEVELAND | OH | 44103 | 270606927 | 501(C)(3) | $285,000 | $0 | TO SUPPORT ACTIVATE EMPLOYERS PROGRAM |
| GREATER NEW ORLEANS FOUNDATION | ||||||||
| 919 SAINT CHARLES AVE | NEW ORLEANS | LA | 70130 | 720408921 | 501(C)(3) | $50,000 | $0 | TO SUPPORT ACTIVATE EMPLOYERS PROGRAM |
| KENTUCKIANAWORKS | ||||||||
| 410 WEST CHESTNUT ST STE 200 | LOUISVILLE | KY | 40202 | 464856936 | 501(C)(3) | $230,000 | $0 | TO SUPPORT THE ACTIVATE EMPLOYERS, CHANGE SYSTEMS, & EQUIP WORKERS FOR SUCCESS PROGRAMS |
| MARYLAND PHILANTHROPY NETWORK | ||||||||
| 1600 WEST 41ST ST STE 700 | BALTIMORE | MD | 21211 | 521326863 | 501(C)(3) | $50,000 | $0 | TO SUPPORT ACTIVATE EMPLOYERS PROGRAM |
| NEWARK ALLIANCE INC | ||||||||
| 60 PARK PLACE STE 604 | NEWARK | NJ | 07102 | 520346126 | 501(C)(3) | $25,000 | $0 | TO SUPPORT THE EQUIP WORKERS FOR SUCCESS PROGRAM |
| PARTNERS 4 WORK | ||||||||
| CENTRE CITY TOWER | PITTSBURGH | PA | 15222 | 251898851 | 501(C)(3) | $145,000 | $0 | TO SUPPORT THE ACTIVATE EMPLOYERS PROGRAM |
| SOUTHWEST ALABAMA WORKFORCE DEVELOPMENT COUNCIL | ||||||||
| 2203 PERIMETER RD STE 100 | MOBILE | AL | 36615 | 262638504 | 501(C)(3) | $25,000 | $0 | TO SUPPORT THE EQUIP WORKERS FOR SUCCESS PROGRAM |
| THE BOSTON FOUNDATION | ||||||||
| 75 ARLINGTON ST 3RD FL | BOSTON | MA | 02116 | 042104021 | 501(C)(3) | $95,000 | $0 | TO SUPPORT THE ACTIVATE EMPLOYERS, CHANGE SYSTEMS, & EQUIP WORKERS FOR SUCCESS PROGRAMS |
| THE CHICAGO FOUNDATION | ||||||||
| 140 S DEARBORN ST STE 400 | CHICAGO | IL | 60603 | 464332754 | 501(C)(3) | $125,000 | $0 | TO SUPPORT THE ACTIVATE EMPLOYERS & EQUIP WORKERS FOR SUCCESS PROGRAMS |
| UNITED WAY OF CENTRAL & NE CONNECTICUT | ||||||||
| 30 LAUREL ST 1 | HARTFORD | CT | 06106 | 060646653 | 501(C)(3) | $220,000 | $0 | TO SUPPORT THE ACTIVATE EMPLOYERS & CHANGE SYSTEMS PROGRAMS |
| UNITED WAY OF CENTRAL IOWA | ||||||||
| 111 9TH ST STE 260 | DES MOINES | IA | 50314 | 420680425 | 501(C)(3) | $45,000 | $0 | TO SUPPORT THE ACTIVATE EMPLOYERS PROGRAM |
| UNITED WAY OF GREATER ATLANTA | ||||||||
| 40 COURTLAND ST NE | ATLANTA | GA | 30303 | 580566194 | 501(C)(3) | $200,000 | $0 | TO SUPPORT THE ACTIVATE EMPLOYERS PROGRAM |
| UNITED WAY OF GREATER PHILADELPHIA & SOUTH NEW JERSEY | ||||||||
| 1800 JOHN F KENNEDY BLVD STE 1200 | PHILADELPHIA | PA | 19103 | 231556045 | 501(C)(3) | $25,000 | $0 | TO SUPPORT THE ACTIVATE EMPLOYERS PROGRAM |
| WORKFORCE ALL OF SOUTH CENTRAL KANSAS | ||||||||
| 300 WEST DOUGLAS STE 850 | WICHITA | KS | 67202 | 481246563 | 501(C)(3) | $140,000 | $0 | TO SUPPORT THE EQUIP WORKERS FOR SUCCESS PROGRAM |
| WILMINGTON ALLIANCE | ||||||||
| 100 W 10TH STREET | WILMINGTON | DE | 19801 | 230758010 | 501(C)(3) | $20,000 | $0 | TO SUPPORT THE CHANGE SYSTEMS PROGRAM |
| WORKFORCE DEVELOPMENT COUNCIL OF SEATTLE | ||||||||
| 2003 WESTERN AVE STE 250 | SEATTLE | WA | 98121 | 912051978 | 501(C)(3) | $75,000 | $0 | TO SUPPORT THE EQUIP WORKERS FOR SUCCESS PROGRAM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 18 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION ARRANGES FOR PERIODIC OR INTERIM REVIEW OF PROGRAM MILESTONES AND PERFORMANCE AND OBTAINS NARRATIVE AND FINANCIAL REPORTS FROM THE GRANTEES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMANDA CAGE | ||||||||||||||
| CEO & PRESIDENT | $210,640 | $0 | $0 | $0 | $0 | $0 | $6,319 | $0 | $3,232 | $0 | $220,191 | $0 | $0 | $0 |
| ELICIA WILSON | ||||||||||||||
| COO & SECRETARY | $137,677 | $0 | $1,000 | $0 | $0 | $0 | $4,130 | $0 | $11,542 | $0 | $154,349 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE FOLLOWING EMPLOYEES LISTED IN PART VII OF THE 990 RECEIVED BONUSES: - ELICIA WILSON $1,000 - TOM STRONG $1,000 - LISA CHENSVOLD $1,000 - MICHELLE WILSON $1,000 - ANDREA KIPPUR $1,000 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 COST OF LIVING ADJUSTMENT IN OCTOBER OF 2021. 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 COST OF LIVING ADJUSTMENT WAS PROVIDED AT THE BEGINNING OF THE FISCAL YEAR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE NATIONAL FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | EVALUATION CONSULTANTS: PROGRAM SERVICE EXPENSES 225,816. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 225,816. OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 88,666. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 88,666. COMMUNICATIONS AND MEDIA CONSULTANTS: PROGRAM SERVICE EXPENSES 233,566. MANAGEMENT AND GENERAL EXPENSES 19,206. FUNDRAISING EXPENSES 8,310. TOTAL EXPENSES 261,082. NETWORK COACHING: PROGRAM SERVICE EXPENSES 9,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,500. REI: PROGRAM SERVICE EXPENSES 38,425. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,425. |