MANUFACTURING INSTITUTE: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MANUFACTURING INSTITUTE (EIN 52-1073576)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-26
- IRS object ID
- 202212999349301666
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-26T11:24:33-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521446779 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON LAMBERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4242 SIX FORKS ROAD SUITE 1500 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521073576 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MANUFACTURING INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MANU | BusinessNameControlTxt |
| Phone | 2026373426 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 10TH STREET NW 700 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY ROGERS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2026373426 | PhoneNum |
| Signature | 2022-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TIMOTHY | PersonFirstNm |
| Person Last | ROGERS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J CALVIN MARKS | PreparerPersonNm |
| PTIN | P01226973 | PTIN |
| Phone | 9197196400 | 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 | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SIMON SURAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 10TH STREET NW 700 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,688,291 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THEMANUFACTURINGINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO BUILD INTELLECTUAL SUPPORT AMONG POLICYMAKERS, THE MEDIA, EDUCATORS, AND STUDENTS FOR A PRO-MANUFACTURING, PRO-GROWTH AGENDA WHILE ENCOURAGING RECOGNITION OF MANUFACTURING'S CONTRIBUTIONS TO THE WELL BEING OF THE NATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,361,564 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,831,183 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $689,500 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $855,931 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,707 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,177 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $8,055,776 | PYTotalRevenueAmt |
| CY Total Revenue | $11,688,291 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $50,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,069,137 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,793,106 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $174,000 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $883,166 | PYOtherExpensesAmt |
| CY Other Expenses | $3,334,678 | CYOtherExpensesAmt |
| PY Total Expenses | $3,952,303 | PYTotalExpensesAmt |
| CY Total Expenses | $7,177,784 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,103,473 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,510,507 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,243,553 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,149,684 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $746,228 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,141,852 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,497,325 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,007,832 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MANUFACTURING INSTITUTE'S MISSION IS TO INSPIRE, EDUCATE AND EMPOWER THE MANUFACTURING WORKFORCE OF TODAY AND TOMORROW. THE MI GROWS AND SUPPORTS THE INDUSTRY'S SKILLED WORKERS FOR THE ADVANCEMENT OF MODERN MANUFACTURING. THE MI'S DIVERSE INITIATIVES SUPPORT ALL AMERICAN WORKERS, INCLUDING EMERGING WORKERS, WOMEN, VETERANS AND STUDENTS, THROUGH SKILLED TRAINING PROGRAMS, COMMUNITY BUILDING AND CAREER GROWTH. AS THE 501(C)3 NONPROFIT WORKFORCE DEVELOPMENT AND EDUCATION PARTNER OF THE NATIONAL ASSOCIATION OF MANUFACTURERS, THE MI IS A TRUSTED ADVISER TO MANUFACTURERS, EQUIPPING THEM WITH RESOURCES NECESSARY TO SOLVE THE INDUSTRY'S TOUGHEST CHALLENGES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,683,603 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | CREATING CONNECTIONS FOR VETERANS: HEROES MAKE AMERICA BUILDS CONNECTIONS BETWEEN THE MILITARY COMMUNITY AND THE MANUFACTURING INDUSTRY. THE PROGRAM PROVIDES INTEGRATED CERTIFICATION AND CAREER-READINESS TRAINING IN PARTNERSHIP WITH LOCAL COMMUNITY COLLEGES TO PREPARE TRANSITIONING SERVICE MEMBERS, VETERANS, NATIONAL GUARD, RESERVISTS AND MILITARY SPOUSES FOR REWARDING CAREERS IN MANUFACTURING. MORE THAN 600 TRANSITIONING SERVICE MEMBERS HAVE GRADUATED FROM THE PROGRAM SINCE ITS INCEPTION IN 2018. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $993,805 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $675,931 | RevenueAmt |
| Desc | ELEVATING ROLE MODELS AND EMPOWERING WOMEN: THE STEP WOMEN'S INITIATIVE IS THE NATION'S MARQUEE PROGRAM TO CLOSE THE GENDER GAP IN MANUFACTURING. STEP EMPOWERS AND INSPIRES WOMEN IN THE MANUFACTURING INDUSTRY THROUGH RECOGNITION, RESEARCH, LEADERSHIP AND MENTORING. THE INITIATIVE INCLUDES THE STEP AHEAD AWARDS, RECOGNIZING WOMEN IN SCIENCE, TECHNOLOGY, ENGINEERING AND PRODUCTION CAREERS WHO EXEMPLIFY LEADERSHIP WITHIN THEIR COMPANIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $859,629 | ExpenseAmt |
| Grant | $50,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | CAREERS ON TRACK: THIS MI INITIATIVE LAYS THE TRACKS TO BOTH ENGAGE THE WOMEN'S WORKFORCE OF TOMORROW AND ADVANCE THE WOMEN'S WORKFORCE OF TODAY THROUGH A MULTI-FACETED INITIATIVE AIMED AT CREATING AWARENESS, CHANGING PERCEPTIONS, AND STEERING FEMALES AT KEY JUNCTIONS OF THEIR CAREER TRACK TOWARD INDUSTRY CAREERS. UTILIZING THE MI'S VAST NETWORK OF PARTNERS AND OPPORTUNITIES FOR UP EMPLOYEE ENGAGEMENT, THE MI IS DELIVERING A MEASURABLE APPROACH BASED ON INDUSTRY RESEARCH SPANNING A CONTINUUM OF CAREER EXPOSURE FROM MIDDLE SCHOOL TO WOMEN ADVANCED IN THEIR CAREER. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,700,275 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $180,000 | RevenueAmt |
| Desc | STRENGTHENING CAREER PATHWAYS AND ENCOURAGING SKILLS TRAINING: FAME IS THE PREMIER ADVANCED MANUFACTURING WORKFORCE DEVELOPMENT AND EDUCATION PROGRAM. FOUNDED BY TOYOTA IN 2010 AND TRANSITIONED TO THE MI IN 2019, FAME HELPS STUDENTS BECOME HIGHLY SKILLED, GLOBALLY COMPETITIVE, WELL-ROUNDED AND SOUGHT-AFTER TALENT WHO CAN MEET THE UNIQUE NEEDS AND CHALLENGES OF TODAY'S MODERN MANUFACTURING WORKFORCE. THE TWO-YEAR PROGRAM COMBINES TRAINING IN TECHNICAL SKILLS WITH DEVELOPMENT OF PROFESSIONAL PRACTICES WHILE IMMERSED IN THE CULTURE OF LEAN MANUFACTURING.INSPIRING STUDENTS: THE MI'S STUDENT ENGAGEMENT INITIATIVES AIM TO HONE STEM SKILLS, INTRODUCE STUDENTS TO CAREER PATHWAYS IN MANUFACTURING AND CLARIFY MISPERCEPTIONS ABOUT THESE CAREERS BY PROVIDING EDUCATIONAL TOOLS AND EXPERIENCES. THE STUDENT ENGAGEMENT INITIATIVES INCLUDE CONTENT AND CHANNEL PARTNERSHIPS, OUR DIGITAL STEM CAREER EXPLORATION PROGRAM, THE STEM CAREERS COALITION AND MFG DAY, IN WHICH MANUFACTURERS OPEN THEIR DOORS TO STUDENTS AND THEIR INFLUENCERS FOR AN INSIDE LOOK AT MODERN MANUFACTURING.BUILDING A STRONGER AND MORE DIVERSE MANUFACTURING WORKFORCE: THE MI'S DIVERSITY AND INCLUSION INITIATIVE AIMS TO MAKE THE MANUFACTURING WORKFORCE MORE REFLECTIVE OF OUR COMMUNITIES. WE WORK TO FOSTER AND PROMOTE AN INCLUSIVE CULTURE IN MANUFACTURING, SUPPORTING COMPANIES WITH THEIR D&I EFFORTS AND AMPLIFYING BEST PRACTICES TO MULTIPLY THE IMPACT. CREATING A MORE DIVERSE AND INCLUSIVE WORKPLACE IS THE RIGHT THING TO DOAND ROBUST D&I INITIATIVES WILL HELP CHANGE THE PERCEPTION OF MANUFACTURING AND ATTRACT AND RETAIN A TALENTED WORKFORCE.RESEARCH AND INSIGHTS: THE MI'S CENTER FOR MANUFACTURING RESEARCH IS THE LEADING SOURCE OF RESEARCH ON THE MANUFACTURING WORKFORCE, EMPLOYMENT AND GLOBAL COMPETITIVENESS. IN PARTNERSHIP WITH GLOBAL CONSULTING FIRMS, THE CENTER PRODUCES LEADING REPORTS AND ANALYSIS ON THE MANUFACTURING SECTOR. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,700,275 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $180,000 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $6,237,312 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| 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 | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | 0 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMON SURAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2026373426 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 10TH STREET NW 700 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JAY TIMMONS | ||||||||
| BOARD CHAIR | 2.00 | 40.00 | Yes (X) | Yes (X) | $0 | $1,651,102 | $763,427 | |
| TODD BOPPELL | ||||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $679,171 | $38,828 | ||
| CAROLYN LEE | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $0 | $503,515 | $43,927 | |||
| GARDNER CARRICK | ||||||||
| VP - WORKFORCE SOLUTIONS | 40.00 | $0 | $230,070 | $18,845 | Yes (X) | |||
| TIMOTHY ROGERS | ||||||||
| TREASURER | 1.00 | 40.00 | Yes (X) | $0 | $240,739 | $30,517 | ||
| BABS CHASE | ||||||||
| VP - M&V PROGRAMS | 40.00 | $0 | $204,639 | $13,092 | Yes (X) | |||
| DAVID MCKNIGHT | ||||||||
| VP - BUSI RELAT & PARNERS | 40.00 | $0 | $169,177 | $21,312 | Yes (X) | |||
| HERB GRANT | ||||||||
| VP - PROGRAM EXECUTION | 40.00 | $0 | $179,577 | $3,486 | Yes (X) | |||
| JULIA ASONI | ||||||||
| SENIOR DR - YOUTH ENGAGE | 40.00 | $0 | $171,530 | $11,104 | Yes (X) | |||
| MARY ANDRINGA | ||||||||
| DIRECTOR (FROM JUN '21) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VICKI HOLT | ||||||||
| DIRECTOR (FROM JUN '21) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KARL HUTTER | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS NIELSEN | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NICHOLAS T PINCHUK | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHRYN E WENGEL | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,029,520 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $944,538 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EVERFI | |||||
| 2300 N ST NW STE 500 | WASHINGTON | DC | 20037 | COURSEWORK DEVELOPMENT | $295,000 |
| UNIVERSITY OF FLORIDA | |||||
| PO BOX 113201 | GAINESVILLE | FL | 32611 | RESEARCH SERVICES | $154,875 |
| THOMAS P MILLER | |||||
| 1630 N MERIDIAN ST STE 430 | INDIANAPOLIS | IN | 46202 | CONSULTING SERVICES | $102,621 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $362,750 | RelatedOrganizationsAmt |
| All Other Contributions | $10,468,433 | AllOtherContributionsAmt |
| Total Contributions | $10,831,183 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEETINGS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $855,931 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $855,931 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $855,931 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,177 | TotalRevenueColumnAmt |
| Exclusion | $1,177 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,688,291 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $855,931 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,177 | 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 | $50,000 | TotalAmt |
| Program Services | $50,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $547,442 | TotalAmt |
| Program Services | $459,621 | ProgramServicesAmt |
| Management And General | $62,682 | ManagementAndGeneralAmt |
| Fundraising | $25,139 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,679,319 | TotalAmt |
| Program Services | $2,249,051 | ProgramServicesAmt |
| Management And General | $307,101 | ManagementAndGeneralAmt |
| Fundraising | $123,167 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $566,345 | TotalAmt |
| Program Services | $476,586 | ProgramServicesAmt |
| Management And General | $64,065 | ManagementAndGeneralAmt |
| Fundraising | $25,694 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,632 | TotalAmt |
| Management And General | $13,632 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,542 | TotalAmt |
| Program Services | $10,000 | ProgramServicesAmt |
| Management And General | $19,542 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,831,043 | TotalAmt |
| Program Services | $1,753,147 | ProgramServicesAmt |
| Management And General | $77,896 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,000 | TotalAmt |
| Program Services | $14,000 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,485 | TotalAmt |
| Program Services | $43,584 | ProgramServicesAmt |
| Management And General | $23,901 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,000 | TotalAmt |
| Program Services | $20,000 | ProgramServicesAmt |
| Management And General | $100,000 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,055 | TotalAmt |
| Program Services | $59,820 | ProgramServicesAmt |
| Management And General | $38,235 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,049,602 | TotalAmt |
| Program Services | $1,044,912 | ProgramServicesAmt |
| Management And General | $4,690 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $45,629 | $16,197 | $29,432 |
| TRAINING | $10,888 | $10,732 | $156 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,802 | TotalAmt |
| Program Services | $29,662 | ProgramServicesAmt |
| Management And General | $25,140 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,177,784 | TotalAmt |
| Program Services | $6,237,312 | ProgramServicesAmt |
| Management And General | $766,472 | ManagementAndGeneralAmt |
| Fundraising | $174,000 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,621,829 | BOYAmt |
| EOY | $7,084,985 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,616,724 | BOYAmt |
| EOY | $5,064,699 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,320 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,320 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,243,553 | BOYAmt |
| EOY | $12,149,684 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $506,633 | BOYAmt |
| EOY | $994,164 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,595 | BOYAmt |
| EOY | $147,688 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $746,228 | BOYAmt |
| EOY | $1,141,852 | 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 | $1,678,014 | BOYAmt |
| EOY | $1,449,314 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,819,311 | BOYAmt |
| EOY | $9,558,518 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,497,325 | BOYAmt |
| EOY | $11,007,832 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,243,553 | BOYAmt |
| EOY | $12,149,684 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,510,507 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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 | $1,456,243 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,806,622 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,635,055 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,361,564 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,831,183 | CurrentTaxYearAmt |
| Total | $25,090,667 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,456,243 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,806,622 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,635,055 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,361,564 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,831,183 | CurrentTaxYearAmt |
| Total | $25,090,667 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,768,450 | SubstantialContributorsTotAmt |
| Public Support Total170 | $15,322,217 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $237 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $337 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,339 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,707 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,177 | CurrentTaxYearAmt |
| Total | $19,797 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $116,900 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,193 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,450 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5 | CurrentTaxYearMinus1YearAmt |
| Total | $153,548 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $25,264,012 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,776,151 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.60650 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60260 | 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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,814 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,814 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,175,970 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,177,784 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $508,889 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $127,222 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $345,167 | CurrentYearMinus2Amt |
| Current Year Minus1 | $347,615 | CurrentYearMinus1Amt |
| Current Year | $508,889 | CurrentYearAmt |
| Total | $1,201,671 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,802,507 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $4,082 | CurrentYearMinus2Amt |
| Current Year Minus1 | $5,541 | CurrentYearMinus1Amt |
| Current Year | $1,814 | CurrentYearAmt |
| Total | $11,437 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $86,292 | CurrentYearMinus2Amt |
| Current Year Minus1 | $86,904 | CurrentYearMinus1Amt |
| Current Year | $127,222 | CurrentYearAmt |
| Total | $300,418 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $450,627 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,177 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,177 | OtherExpendituresAmt |
| End Year Balance | $55,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,707 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,707 | OtherExpendituresAmt |
| End Year Balance | $55,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,055,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $13,339 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,013,339 | OtherExpendituresAmt |
| End Year Balance | $55,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,055,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $337 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $337 | OtherExpendituresAmt |
| End Year Balance | $1,055,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,055,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $237 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $237 | OtherExpendituresAmt |
| End Year Balance | $1,055,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,320 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,320 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,688,291 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,688,291 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,688,291 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,177,784 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,177,784 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,177,784 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT'S INVESTMENT INCOME IS TO BE USED FOR UNRESTRICTED ACTIVITIES IN THE YEAR THE INCOME WAS EARNED. |
| PART X, LINE 2: | MANAGEMENT HAS CONCLUDED THAT THE INSTITUTE HAS PROPERLY MAINTAINED ITS EXEMPT STATUS AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2021. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB OF GREATER SALT LAKE | ||||||||
| PO BOX 57071 | MURRAY | UT | 84157 | 870304654 | 501(C)(3) | $10,000 | $0 | INCREASE AWARENESS OF TDL RELATED CAREER PATHWAYS AND STRENGTHEN COMMUNITIES |
| GIRLS INC OF CHICAGO | ||||||||
| 2212 S MICHIGAN AVE STE 210 | CHICAGO | IL | 60616 | 814491475 | 501(C)(3) | $10,000 | $0 | INCREASE AWARENESS OF TDL RELATED CAREER PATHWAYS AND STRENGTHEN COMMUNITIES |
| GIRL SCOUTS SPIRIT OF NEBRASKA | ||||||||
| 2121 S 44TH ST | OMAHA | NE | 68105 | 470432299 | 501(C)(3) | $10,000 | $0 | INCREASE AWARENESS OF TDL RELATED CAREER PATHWAYS AND STRENGTHEN COMMUNITIES |
| HOPE CENTER FOUNDATION | ||||||||
| 10909 S COTTAGE GROVE AVE | CHICAGO | IL | 60628 | 433874040 | 501(C)(3) | $10,000 | $0 | INCREASE AWARENESS OF TDL RELATED CAREER PATHWAYS AND STRENGTHEN COMMUNITIES |
| SKILLS USA KANSAS YOUTH DEVLOPMENT FOUNDATION | ||||||||
| 322 23000 RD | CHERRYVALE | KS | 67335 | 486125893 | 501(C)(3) | $10,000 | $0 | INCREASE AWARENESS OF TDL RELATED CAREER PATHWAYS AND STRENGTHEN COMMUNITIES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | 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 | ALL NEW GRANTS BROUGHT IN BY THE MANUFACTURING INSTITUTE ARE ASSIGNED A UNIQUE ACCOUNT NUMBER. THE INSTITUTE PROVIDES THE ACCOUNTING STAFF WITH AN APPROVED BUDGET FOR THE GRANT ALONG WITH DETAILED INFORMATION AS TO HOW THE FUNDS WILL BE SPENT (I.E, SALARIES, CONSULTANTS, SUPPLIES, ETC). CONSULTANTS CONTRACTS ARE ALSO SUPPLIED FOR DOCUMENTATION. THE FUNDS ARE MONITORED ON A MONTHLY BASIS BY THE NAM ASSISTANT CONTROLLER, THE INSTITUTES TREASURER, AND THE INDIVIDUAL PROJECT MANAGERS. THE MANUFACTURING INSTITUTE, IN PARTNERSHIP WITH UNION PACIFIC, SEEKS TO ADVANCE CAREER EXPLORATION PROGRAMMING TO INSPIRE THE NEXT GENERATION OF CREATORS, WITH A FOCUS ON ADDRESSING THE DIVERSITY AND GENDER GAP IN MANUFACTURING. THE MI AIMS TO INCREASE AWARENESS OF MANUFACTURING AND TRANSPORTATION, DISTRIBUTION, AND LOGISTICS (TDL) RELATED CAREER PATHWAYS AND INVEST IN STRENGTHENING UNDERSERVED COMMUNITIES. GRANTS ARE FOCUSED ON REWARDING A COMMITMENT TO FEMALE-FOCUSED CAREER READINESS INITIATIVES AT LOCAL ORGANIZATIONS, AND AWARDEES SHOULD ENCOMPASS PHILOSOPHIES, OBJECTIVES AND APPROACHES THAT ALIGN WITH THE GOALS AND MISSION OF THE MANUFACTURING INSTITUTE AND UNION PACIFIC. IN PARTNERSHIP WITH UP, THE MI WILL AWARD $10,000 GRANTS ANNUALLY TO FIVE (5) LOCAL, REGIONAL, OR NATIONAL NONPROFIT ORGANIZATIONS DEDICATED TO HAVING A MEANINGFUL IMPACT IN THE LIVES OF HIGH SCHOOL AGED STUDENTS IN THE FOLLOWING COMMUNITIES: NORTH PLATTE, NEBRASKA; SALINA, KANSAS; SALT LAKE CITY/OGDEN, UTAH; AND CHICAGO, ILLINOIS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAY TIMMONS | ||||||||||||||
| BOARD CHAIR | $0 | $1,471,842 | $0 | $0 | $0 | $179,260 | $0 | $742,700 | $0 | $20,727 | $0 | $2,414,529 | $0 | $0 |
| TODD BOPPELL | ||||||||||||||
| DIRECTOR | $0 | $416,671 | $0 | $262,500 | $0 | $0 | $0 | $23,200 | $0 | $15,628 | $0 | $717,999 | $0 | $0 |
| CAROLYN LEE | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $332,515 | $0 | $170,500 | $0 | $500 | $0 | $23,200 | $0 | $20,727 | $0 | $547,442 | $0 | $0 |
| GARDNER CARRICK | ||||||||||||||
| VP - WORKFORCE SOLUTIONS | $0 | $179,758 | $0 | $50,312 | $0 | $0 | $0 | $18,404 | $0 | $441 | $0 | $248,915 | $0 | $0 |
| TIMOTHY ROGERS | ||||||||||||||
| TREASURER | $0 | $187,836 | $0 | $52,903 | $0 | $0 | $0 | $9,954 | $0 | $20,563 | $0 | $271,256 | $0 | $0 |
| BABS CHASE | ||||||||||||||
| VP - M&V PROGRAMS | $0 | $157,012 | $0 | $17,860 | $0 | $29,767 | $0 | $12,552 | $0 | $540 | $0 | $217,731 | $0 | $0 |
| DAVID MCKNIGHT | ||||||||||||||
| VP - BUSI RELAT & PARNERS | $0 | $164,177 | $0 | $5,000 | $0 | $0 | $0 | $13,712 | $0 | $7,600 | $0 | $190,489 | $0 | $0 |
| HERB GRANT | ||||||||||||||
| VP - PROGRAM EXECUTION | $0 | $179,577 | $0 | $0 | $0 | $0 | $0 | $3,083 | $0 | $403 | $0 | $183,063 | $0 | $0 |
| JULIA ASONI | ||||||||||||||
| SENIOR DR - YOUTH ENGAGE | $0 | $134,138 | $0 | $0 | $0 | $37,392 | $0 | $10,646 | $0 | $458 | $0 | $182,634 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINES 4A-B | JAY TIMMONS 457(F) PLAN $719,500 JULIA ASONI SEVERANCE $37,392 BABS CHASE SEVERANCE $29,767 |
| FORM 990, SCHEDULE J, PART II: | NONE OF THE COMPENSATION OF JAY TIMMONS, TODD BOPPELL, AND TIMOTHY ROGERS IS PAID BY THE MANUFACTURING INSTITUTE. THE COMPENSATION OF ALL OTHER INDIVIDUALS LISTED IN FORM 990 PART VII, SECTION A, AS WELL AS FORM 990, SCHEDULE J, PART II, IS PAID BY THE NATIONAL ASSOCIATION OF MANUFACTURERERS, AND REIMBURSED 100% BY THE MANUFACTURING INSTITUTE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE NATIONAL ASSOCIATION OF MANUFACTURERS IS THE SOLE MEMBER OF THE MANUFACTURING INSTITUTE. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE NATIONAL ASSOCIATION OF MANUFACTURERS APPOINTS THE MEMBERS OF THE MANUFACTURING INSTITUTE'S BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND TREASURER, AND THEN REVIEWED AND APPROVED BY THE CHAIR AND A SECOND DIRECTOR. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, DIRECTORS AND KEY EMPLOYEES HAVE TO COMPLETE AN ANNUAL CONFLICT OF INTEREST FORM DISCLOSING ANY CONFLICTS OR POTENTIAL CONFLICTS, AND THE FORMS ARE REVIEWED BY THE MI'S GENERAL COUNSEL. ANY CONCERNS ARE REPORTED TO THE MI BOARD BY THE MI GENERAL COUNSEL. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE DIRECTOR'S ANNUAL COMPENSATION IS APPROVED BY THE BOARD. IN ADDITION TO THE ANNUAL PERFORMANCE APPRAISAL SYSTEM, THE BOARD REVIEWS DATA FOR VARIOUS SOURCES, INCLUDING OTHER SIMILAR ORGANIZATIONS, THIRD PARTY CONSULTANTS, AND OTHER INDUSTRY DATA, TO DETERMINE THE COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VII, SECTION A, LINE 1A: | NONE OF THE COMPENSATION OF JAY TIMMONS, TODD BOPPELL, AND TIMOTHY ROGERS IS PAID BY THE MANUFACTURING INSTITUTE. THE COMPENSATION OF ALL OTHER INDIVIDUALS LISTED IN FORM 990 PART VII, SECTION A, AS WELL AS FORM 990, SCHEDULE J, PART II, IS PAID BY THE NATIONAL ASSOCIATION OF MANUFACTURERERS, AND REIMBURSED 100% BY THE MANUFACTURING INSTITUTE. |
| FORM 990, PART IX, LINE 11G | OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 1,137,684. MANAGEMENT AND GENERAL EXPENSES 18,866. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,156,550. CONSULTANTS: PROGRAM SERVICE EXPENSES 594,246. MANAGEMENT AND GENERAL EXPENSES 54,250. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 648,496. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 21,217. MANAGEMENT AND GENERAL EXPENSES 4,780. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,997. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL ASSOCIATION OF MANUFACTURERS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 10TH ST NW NO 700 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131084330 | EIN |
| Primary Activities | TRADE ASSOCIATION | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(6) | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANUFACTURERS SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 10TH ST NW NO 700 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043769589 | EIN |
| Primary Activities | OFFERING NAM MEMBERS LOW-COST SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| NATIONAL ASSOCIATION OF MANUFACTURERS | ||
| C | $362,750 | FMV |
| NATIONAL ASSOCIATION OF MANUFACTURERS | ||
| N | $362,750 | FMV |
| NATIONAL ASSOCIATION OF MANUFACTURERS | ||
| O | $3,793,106 | FMV |
| NATIONAL ASSOCIATION OF MANUFACTURERS | ||
| P | $868,407 | FMV |
Comments