2025-06-30T08:00:54-05:00 2024-09-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-10-01 475172476 NATIONAL FUND FOR WORKFORCE SOLUTIONS NATI 2022238994 1250 CONNECTICUT AVENUE NW 200 WASHINGTON DC 20036 MARY R O'NEILL CHIEF ADMINISTRATIVE OFFICER 2022238994 2025-06-30 1 0 ELIZABETH W HELLER P00397829 3019519090 2023 2025-03-06 01:10:19Z AMANDA CAGE 1250 CONNECTICUT AVENUE NW 200 WASHINGTON DC 20036 26163704 0 X WWW.NATIONALFUND.ORG X 2015 DE SEE PART III, LINE 1. 10 10 16 10 0 0 13861471 6202534 81447 348229 68181 503497 1550 5713 14012649 7059973 714186 1222000 0 0 2310358 3039453 0 0 344238 1275158 2376213 4299702 6637666 9712947 422307 17067115 17772424 1485221 1627774 15581894 16144650 WE COLLABORATE WITH WORKERS, EMPLOYERS, AND COMMUNITIES TO ADVANCE A SKILLED WORKFORCE, PROMOTE GOOD JOBS, AND INVEST IN EQUITABLE OUTCOMES. 0 0 3110542 804000 116077 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. 1397133 404000 116076 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. 1153692 14000 116076 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. 5661367 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 24 0 1 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IL MD MI NJ NY X MARY O'NEILL 2025392825 1250 CONNECTICUT AVENUE NW 200 WASHINGTON DC 20036 ALEJANDRO MENDOZA CHAIRMAN 2.00 X X 0 0 0 EARL BUFORD TREASURER 2.00 X X 0 0 0 IVYE ALLEN BOARD MEMBER 1.00 X 0 0 0 BETHIA BURKE BOARD MEMBER 1.00 X 0 0 0 KRISTIN DRISCOLL BOARD MEMBER 1.00 X 0 0 0 PAULA GILBERTO BOARD MEMBER 1.00 X 0 0 0 ANDREA GLISPIE BOARD MEMBER 1.00 X 0 0 0 MICHAEL GRITTON BOARD MEMBER 1.00 X 0 0 0 SEUNG KIM BOARD MEMBER 1.00 X 0 0 0 WHITNEY SMITH BOARD MEMBER 1.00 X 0 0 0 AMANDA CAGE PRESIDENT & CEO 40.00 X 227394 0 9944 MARY R O'NEILL SECRETARY & CHIEF ADMIN. OFFICER 40.00 X 128554 0 33114 MICHELLE RAFFERTY CHIEF PROGRAM OFFICER 40.00 X 170441 0 39245 HOLLIE MARSTON NETWORK DIRECTOR 40.00 X 129493 0 35935 TOM STRONG DIRECTOR, EMPLOYER ACTIVATION 40.00 X 129962 0 28348 MICHELLE WILSON DIRECTOR, EVALUATION & LEARNING 40.00 X 131155 0 14411 RICARDO HENRIQUEZ NETWORK DIRECTOR 40.00 X 129962 0 13016 1046961 0 174013 10 0 1 0 0 6202534 6202534 REGISTRATION FEES 900099 334450 334450 HONORARIUM 900099 13779 13779 348229 493967 493967 19113261 19103731 9530 9530 9530 MISCELLANEOUS 900099 5713 5713 5713 7059973 348229 0 509210 X 1222000 1222000 636722 518109 118613 1831919 1587096 244823 93462 59553 33909 297651 218562 79089 179699 122207 57492 1256 1190 66 187960 178087 9873 901484 887473 14011 14533 13771 762 78740 75617 3123 186374 176584 9790 130194 76198 17938 36058 783826 446193 38208 299425 1800 1705 95 3384 3206 178 PAYROLL SERVICE FEES 38800 36762 2038 FURNITURE AND EQUIPMENT 16259 15405 854 PAYMENT PROCESSING FEES 9134 359 20 8755 PROFESSIONAL DEVELOPMEN 8836 8372 464 13633 12918 715 6637666 5661367 632061 344238 392917 75164 12155272 10536026 3250000 2940596 15398 22325 77353 97243 21000 8100 14700 12900 3034135 1161475 1054035 17067115 17772424 133265 393904 1351956 1233870 1485221 1627774 X 8544599 8769569 7037295 7375081 15581894 16144650 17067115 17772424 422307 140449 0 X 0 1 X 1 0 X 9622946 1823474 4897030 13861471 6202534 36407455 9622946 1823474 4897030 13861471 6202534 36407455 17077845 19329610 47052 12204 12239 68181 493967 633643 5465 148 1016 1550 5713 13892 37054990 765762 0.52160 0.47880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21000 8100 12900 12900 SECURITY DEPOSITS 42746 RIGHT OF USE ASSET 1011289 1054035 OPERATING LEASE LIABILITY 1233870 1233870 7200422 140449 140449 7059973 0 7059973 6637666 0 6637666 0 6637666 1 CENTERSTATE CEO FOUNDATION 115 WEST FAYETTE ST SYRACUSE NY 13202 222305294 501(C)(3) 75000 0 TO SUPPORT THE EQUIP WORKERS FOR SUCCESS PROGRAM EDC413WORKS INC 1441 MAIN ST SPRINGFIELD MA 01103 861491313 501(C)(3) 176500 0 TO SUPPORT THE EQUIP WORKERS FOR SUCCESS PROGRAM FUND FOR OUR ECONOMIC FUTURE 4415 EUCLID AVENUE CLEVELAND OH 44103 270606927 501(C)(3) 176500 0 TO SUPPORT THE CHANGE SYSTEMS & EQUIP WORKERS FOR SUCCESS PROGRAMS HAWAI'I WORKFORCE FUNDERS COLLABORATIVE PO BOX 1628 KAPAAU HI 96755 931412085 501(C)(3) 100000 0 TO SUPPORT THE EQUIP WORKERS FOR SUCCESS PROGRAM KENTUCKIANAWORKS 410 WEST CHESTNUT ST STE 200 LOUISVILLE KY 40202 464856936 501(C)(3) 101500 0 TO SUPPORT THE EQUIP WORKERS FOR SUCCESS PROGRAM MARYLAND PHILANTHROPY NETWORK 1600 W 41ST ST STE 700 BALTIMORE MD 21211 521326863 501(C)(3) 101500 0 TO SUPPORT THE CHANGE SYSTEMS PROGRAM NEWARK ALLIANCE INC 60 PARK PLACE SUITE 604 NEWARK NJ 07102 223664305 501(C)(3) 10000 0 TO SUPPORT THE ACTIVATE EMPLOYERS PROGRAM PARTNER4WORK CENTRE CITY TOWER PITTSBURGH PA 15222 251898851 501(C)(3) 100000 0 TO SUPPORT THE CHANGE SYSTEMS PROGRAM SEATTLE-KING COUNTY WORKFORCE DEVELOPMENT COUNCIL 2003 WESTERN AVE SUITE 250 SEATTLE WA 98121 912051978 501(C)(3) 101500 0 TO SUPPORT THE EQUIP WORKERS FOR SUCCESS PROGRAM THE CHICAGO COMMUNITY FOUNDATION 225 N MICHIGAN AVE SUITE 2200 CHICAGO IL 60601 363432023 501(C)(3) 75000 0 TO SUPPORT THE EQUIP WORKERS FOR SUCCESS PROGRAM UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 30 LAUREL ST 1 HARTFORD CT 06106 060646653 501(C)(3) 101500 0 TO SUPPORT THE EQUIP WORKERS FOR SUCCESS PROGRAM UNITED WAY OF CENTRAL IOWA 1111 9TH STREET DES MOINES IA 50314 420680425 501(C)(3) 100000 0 TO SUPPORT THE CHANGE SYSTEMS PROGRAM 12 0 PART I, LINE 2: THE ORGANIZATION ARRANGES FOR PERIODIC OR INTERIM REVIEW OF PROGRAM MILESTONES AND PERFORMANCE AND OBTAINS NARRATIVE AND FINANCIAL REPORTS FROM THE GRANTEES. X X 0 0 0 0 0 0 0 1 0 AMANDA CAGE PRESIDENT & CEO 224894 0 2500 0 0 0 6822 0 3122 0 237338 0 0 0 MICHELLE RAFFERTY CHIEF PROGRAM OFFICER 170441 0 0 0 0 0 5113 0 34132 0 209686 0 0 0 HOLLIE MARSTON NETWORK DIRECTOR 129493 0 0 0 0 0 3885 0 32050 0 165428 0 0 0 MARY R O'NEILL SECRETARY & CHIEF ADMIN. OFFICER 128554 0 0 0 0 0 3857 0 29257 0 161668 0 0 0 TOM STRONG DIRECTOR, EMPLOYER ACTIVATION 129962 0 0 0 0 0 3899 0 24449 0 158310 0 0 0 PART I, LINE 7 AMANDA CAGE RECEIVED A MERIT-BASED BONUS OF $2,500. 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. IN THE MOST RECENT FISCAL YEAR, SHE RECEIVED A 6% COST OF LIVING INCREASE IN OCTOBER OF 2023. 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 6% COST OF LIVING ADJUSTMENT WAS PROVIDED IN OCTOBER OF 2023. A SALARY SCAN WAS ALSO CONDUCTED AND IMPLEMENTED IN JUNE 2024, WHICH INCREASED ALL SALARIES, MOST SIGNIFICANTLY THE EXECUTIVE TEAM. FORM 990, PART VI, SECTION C, LINE 19 THE NATIONAL FUND MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G NETWORK COACHING: PROGRAM SERVICE EXPENSES 24,223. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,223. EVALUATION CONSULTANTS: PROGRAM SERVICE EXPENSES 77,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 77,000. REI: PROGRAM SERVICE EXPENSES 20,004. MANAGEMENT AND GENERAL EXPENSES 1,109. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,113. OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 287,580. MANAGEMENT AND GENERAL EXPENSES 12,258. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 299,838. SUBJECT MATTER EXPERT FEES: PROGRAM SERVICE EXPENSES 426,151. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 426,151. CREATIVE SERVICES: PROGRAM SERVICE EXPENSES 11,628. MANAGEMENT AND GENERAL EXPENSES 644. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,272. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 40,887. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,887.