NEW WORKFORCE DIRECTIONS INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NEW WORKFORCE DIRECTIONS INC (EIN 27-2323749)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202323189349318927
- Schema version
- 2022v5.0
- 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 | 2023-11-14T19:55:48-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 480573184 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REGIER CARR & MONROE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 E SKELLY DRIVE SUITE 560 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74135 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272323749 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW WORKFORCE DIRECTIONS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWW | BusinessNameControlTxt |
| Phone | 9184422204 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 907 S DETROIT AVENUE 210 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741204319 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN PENNINGTON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9184422204 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KAREN | PersonFirstNm |
| Person Last | PENNINGTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH L THOMPSON CPA | PreparerPersonNm |
| PTIN | P00138460 | PTIN |
| Phone | 9182715400 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MADISON STRATEGIES GROUP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KAREN PENNINGTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 907 S DETROIT AVENUE 210 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741204319 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,807,256 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MADISONSTRATEGIES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2011 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | MADISON STRATEGIES GROUP'S MISSION IS TO BUILD AND STRENGTHEN JOB SKILLS, SEE SCH "O"MADISON STRATEGIES GROUP'S MISSION IS TO BUILD AND STRENGTHEN THE TALENT AND SKILL OF THOSE JOB SEEKERS WE SERVE. WE EMPOWER JOB SEEKERS WITH THE ABILITY TO EFFECTIVELY MEET THE NEEDS OF OUR EMPLOYER PARTNERS. BY INVESTING AND ENGAGING IN INNOVATIVE SOLUTIONS AND PARTNERSHIPS, WE PROVIDE HOPE FOR THOSE WE SERVE, OUR BUSINESS PARTNERS, AND THE COMMUNITY AT LARGE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 39 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,015,339 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,774,221 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $33,035 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $5,015,339 | PYTotalRevenueAmt |
| CY Total Revenue | $3,807,256 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,510,317 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,653,772 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $45,520 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,451,351 | PYOtherExpensesAmt |
| CY Other Expenses | $2,211,427 | CYOtherExpensesAmt |
| PY Total Expenses | $2,961,668 | PYTotalExpensesAmt |
| CY Total Expenses | $3,865,199 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,053,671 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$57,943 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,728,857 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,115,810 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $164,230 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $609,126 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,564,627 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,506,684 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MADISON STRATEGIES GROUP'S MISSION IS TO BUILD AND STRENGTHEN JOB SKILLS, SEE SCHEDULE "O" FOR DETAIL.MADISON STRATEGIES GROUP'S MISSION IS TO BUILD AND STRENGTHEN THE TALENT AND SKILL OF THOSE JOB SEEKERS WE SERVE. WE EMPOWER JOB SEEKERS WITH THE ABILITY TO EFFECTIVELY MEET THE NEEDS OF OUR EMPLOYER PARTNERS. BY INVESTING AND ENGAGING IN INNOVATIVE SOLUTIONS AND PARTNERSHIPS, WE PROVIDE HOPE FOR THOSE WE SERVE, OUR BUSINESS PARTNERS, AND THE COMMUNITY AT LARGE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,570,450 | ExpenseAmt |
| Revenue | $33,035 | RevenueAmt |
| Desc | MADISON STRATEGIES GROUP'S MISSION IS TO BUILD AND STRENGTHEN JOB SKILLS, SEE SCHEDULE "O" FOR DETAIL.MADISON STRATEGIES GROUP OPERATES MULTIPLE WORKFORCE DEVELOPMENT PROGRAMS IN TULSA THAT PROVIDE UNDERSERVED RESIDENTS WITH NO-COST EDUCATION, EMPLOYMENT, AND ADVANCEMENT OPPORTUNITIES THAT LEAD TO GREATER FINANCIAL SECURITY AND ECONOMIC SELF-SUFFICIENCY. MSG'S FLAGSHIP PROGRAM, TULSA COMMUNITY WORKADVANCE, IS A UNIQUE, SECTOR-BASED, DUAL-CUSTOMER WORKFORCE MODEL THAT HAS BEEN PROVEN TO WORK THROUGH A NATIONAL RESEARCH STUDY. THE INNOVATIVE WORKADVANCE MODEL COMBINES NO-COST, CUSTOMIZED TECHNICAL TRAINING AND PLACEMENT SERVICES WITH EXTENSIVE CAREER ADVISING AND SOFT SKILLS TRAINING TO HELP LOW-INCOME INDIVIDUALS RISE OUT OF POVERTY WHILE MEETING THE NEEDS OF BUSINESSES IN HIGH-DEMAND SECTORS. WORKFORCE AND CAREER NEEDS CONTINUE TO ARISE FOR LOW-INCOME, UNDEREMPLOYED AND UNEMPLOYED POPULATIONS THROUGHOUT TULSA. IN RESPONSE, MSG HAS DEVELOPED AND LAUNCHED MULTIPLE NEW PROGRAMS FOCUSED ON SERVING TARGETED RESIDENTS WITH TRAINING, PLACEMENT, AND CAREER COACHING SERVICES TO INCREASE THEIR ECONOMIC MOBILITY AND TO CREATE A PIPELINE OF INDIVIDUALS FOR MORE ADVANCED TRAINING PROGRAMS LIKE WORKADVANCE. THIS INCLUDES VULNERABLE POPULATIONS AND DEMOGRAPHIC GROUPS LIKE YOUNG ADULTS AGED 18-24 SERVED IN OUR NEXTUP PROGRAM, PUBLIC HOUSING RESIDENTS SERVED THROUGH THE JOBSFIRST PROGRAM, RESIDENTS IN THE HISTORICALLY UNDERSERVED AREA OF NORTH TULSA THROUGH THE DUE NORTH PROGRAM, PARENTS AND HOUSEHOLDS WITH SMALL CHILDREN IN THE CAREER CONNECTION PROGRAM, AND RESIDENTS AND BUSINESSES AFFECTED BY COVID-19 THROUGH THE RETRAIN TULSA PROGRAM. IN 2022, MSG CONTINUED THE PILOT PROGRAM IN COLLABORATION WITH CENTER FOR ECONOMIC OPPORTUNITY (CEO) LEVERAGE RESOURCES AND STIPENDS TO UPSKILL THOSE RECENTLY RELEASED FROM INCARCERATION AND PREPARE THEM FOR QUALITY CAREERS. THROUGH RETRAIN TULSA, MSG PARTNERED WITH TULSA COMMUNITY COLLEGE'S CYBER SKILLS CENTER (CSC) TO RECRUIT AND SUPPORT INDIVIDUALS FOR NEW CAREES IN CYBER SECURITY AND DATA.IN 2022, MSG SERVED OVER 1200 INDIVIDUALS WITH CAREER READINESS TRAINING, JOB PLACEMENT, ADVANCED TRAINING, AND CAREER ADVANCEMENT SERVICES, INCLUDING FINANCIAL COACHING. OVER 220 OF MSG'S CUSTOMERS SECURED NEW JOBS IN 2022, EARNING AN AVERAGE OF 25% MORE IN INCOME AFTER OUR TRAINING AND SERVICES. AS OUR ECONOMY AND WORKFORCE CONTINUE TO CHANGE, WE ARE FOCUSED ON TRAINING AND PREPARING PEOPLE FOR JOBS OF THE FUTURE AND TECHNOLOGY-BASED JOBS. MSG IS WELL-POSITIONED TO RESPOND AND ENSURE THAT INDIVIDUALS IN OUR COMMUNITY ARE TRAINED AND PLACED INTO GREAT CAREERS THAT PROVIDE BUSINESSES WITH SKILLED WORKERS." | Desc |
| Total Program Service Expenses | $3,570,450 | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | 0 | 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 | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 39 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | 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 |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN PENNINGTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9184422204 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 907 S DETROIT AVENUE 210 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741204319 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| KAREN PENNINGTON | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $164,447 | $0 | $0 | |
| JOHN GOLDMAN | ||||||
| CHAIRMAN | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHANNING STAVE | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TERRYLN SMOCK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA NAZEMETZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY SMITH CROFTS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JACKIE PRICE-JOHNANNSEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRUCE BEGITSCHKE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK SAVOYE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROCKY BRIGHT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL MANESS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CYNTHIA SOLOMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TERESA EVANS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $164,447 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | 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 |
|---|---|---|---|---|---|
| TULSA TECHNOLOGY CENTER | |||||
| PO BOX 477200 | TULSA | OK | 74147 | TRAINING & TRAINING COORDINATION | $255,616 |
| ACROBATANT LLC | |||||
| 1717 S BOULDER AVE SUITE 601 | TULSA | OK | 74119 | PROGRAM OUTREACH & MARKETING CONSULTING | $200,380 |
| BW INDUSTRIES INC SHIFT3 TECHNOLOGIES | |||||
| 700 VAN NESS AVE | FRESNO | CA | 93721 | WEBSITE & DATA CONSULTING | $161,315 |
| ARROWHEAD CONSULTING LLC | |||||
| 5314 S YALE SUITE 305 | TULSA | OK | 74136 | PROJECT MANAGEMENT & TRAINING CONSULTING | $140,975 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,949,647 | GovernmentGrantsAmt |
| All Other Contributions | $1,824,574 | AllOtherContributionsAmt |
| Total Contributions | $3,774,221 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRAINING | Desc |
| Business | 611430 | BusinessCd |
| Total Revenue Column | $33,035 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,035 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $33,035 | TotalProgramServiceRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,807,256 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,035 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,447 | TotalAmt |
| Program Services | $159,514 | ProgramServicesAmt |
| Management And General | $1,644 | ManagementAndGeneralAmt |
| Fundraising | $3,289 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,241,821 | TotalAmt |
| Program Services | $1,167,849 | ProgramServicesAmt |
| Management And General | $41,101 | ManagementAndGeneralAmt |
| Fundraising | $32,871 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,504 | TotalAmt |
| Program Services | $235,516 | ProgramServicesAmt |
| Management And General | $6,061 | ManagementAndGeneralAmt |
| Fundraising | $5,927 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433,191 | TotalAmt |
| Program Services | $365,250 | ProgramServicesAmt |
| Management And General | $67,941 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,172 | TotalAmt |
| Program Services | $68,569 | ProgramServicesAmt |
| Management And General | $20,603 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,423 | TotalAmt |
| Program Services | $155,466 | ProgramServicesAmt |
| Management And General | $61,957 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,117 | TotalAmt |
| Program Services | $8,058 | ProgramServicesAmt |
| Management And General | $1,059 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $343,274 | TotalAmt |
| Program Services | $326,110 | ProgramServicesAmt |
| Management And General | $13,731 | ManagementAndGeneralAmt |
| Fundraising | $3,433 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROGRAM & PARTICIPANT S | $561,046 | $531,756 | $29,290 |
| COHORT TRAINING | $538,629 | $538,629 | |
| STAFF RECRUITING & DEV. | $13,758 | $13,723 | $35 |
| OTHER | $5,817 | $10 | $5,807 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,865,199 | TotalAmt |
| Program Services | $3,570,450 | ProgramServicesAmt |
| Management And General | $249,229 | ManagementAndGeneralAmt |
| Fundraising | $45,520 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,379,248 | BOYAmt |
| EOY | $475,971 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,781,729 | BOYAmt |
| EOY | $2,899,038 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $278,473 | BOYAmt |
| EOY | $54,260 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,247,088 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $560,547 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,289,407 | BOYAmt |
| EOY | $1,686,541 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,728,857 | BOYAmt |
| EOY | $5,115,810 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,230 | BOYAmt |
| EOY | $155,948 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $453,178 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,230 | BOYAmt |
| EOY | $609,126 | 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 | $3,511,970 | BOYAmt |
| EOY | $3,357,193 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,052,657 | BOYAmt |
| EOY | $1,149,491 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,564,627 | BOYAmt |
| EOY | $4,506,684 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,728,857 | BOYAmt |
| EOY | $5,115,810 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$57,943 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $2,415,893 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,415,893 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,826,685 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,912,259 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,809,998 | CurrentTaxYearAmt |
| Total | $16,380,728 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,415,893 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,415,893 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,826,685 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,912,259 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,809,998 | CurrentTaxYearAmt |
| Total | $16,380,728 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $164,770 | SubstantialContributorsTotAmt |
| Public Support Total170 | $16,215,958 | PublicSupportTotal170Amt |
| Total Support | $16,380,728 | TotalSupportAmt |
| Public Support CY170 | 0.98990 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96980 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | $1,516,872 | OtherCostOrOtherBasisAmt |
| Depreciation | $294,755 | DepreciationAmt |
| Book Value | $1,222,117 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $482,008 | OtherCostOrOtherBasisAmt |
| Depreciation | $183,056 | DepreciationAmt |
| Book Value | $298,952 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $248,208 | OtherCostOrOtherBasisAmt |
| Depreciation | $82,736 | DepreciationAmt |
| Book Value | $165,472 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,686,541 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $453,178 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $453,178 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MSG DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL, UNCERTAIN TAX POSITIONS. TAX FILINGS FOR PERIODS ENDING DECEMBER 31, 2015 AND LATER ARE SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN PENNINGTON | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $146,485 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $17,962 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $164,447 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | MANAGEMENT AND AUDIT COMMITTEE CHAIR REVIEWED A DRAFT OF THE FORM 990 AND PROVIDED EDITS TO THE TAX PREPARER. AFTER THIS PROCESS WAS PERFORMED, THE FORM 990 WAS SENT TO THE FULL BOARD OF DIRECTORS PRIOR TO BEING FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | MADISON STRATEGIES GROUP HAS A BOARD-APPROVED CONFLICT OF INTEREST POLICY WHICH BOARD MEMBERS AND KEY OFFICERS ARE REQUIRED TO SUBMIT ON AN ANNUAL BASIS. FOR ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST, BOARD MEMBERS MUST DESCRIBE IN DETAIL AND MAKE AVAILABLE ADDITIONAL INFORMATION, IF NECESSARY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD HAS REVIEWED AND APPROVED THE JOB DESCRIPTION AND SALARY FOR THE EXECUTIVE DIRECTOR AND OTHER OFFICERS. |
| FORM 990, PART VI, SECTION C, LINE 19 | MADISON STRATEGIES GROUP HAS AN ANNUAL EXTERNAL AUDIT EACH YEAR, WHICH RESULTS IN PUBLICLY AVAILABLE FINANCIAL STATEMENTS FOR THE FISCAL YEAR. ADDITIONAL GOVERNING DOCUMENTS AND POLICIES ARE MADE AVAILABLE WHEN SPECIFICALLY REQUESTED. |
| FORM 990, PART IX, LINE 11G | CONSULTANTS: PROGRAM SERVICE EXPENSES 332,812. MANAGEMENT AND GENERAL EXPENSES 2,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 335,312. PROFESSIONAL: PROGRAM SERVICE EXPENSES 32,438. MANAGEMENT AND GENERAL EXPENSES 65,441. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 97,879. |
| PART XII, LINE 2C | NO CHANGE IN PROCESS |
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