BETA

NEW WORKFORCE DIRECTIONS INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
NEW WORKFORCE DIRECTIONS INC (EIN 27-2323749)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-04
IRS object ID
202103089349304700
Schema version
2020v4.1
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

FieldValueIRS element (for citing)
Return2021-11-04T17:36:33-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN480573184PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REGIER CARR & MONROE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14200 E SKELLY DRIVE SUITE 560AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74135ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN272323749EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NEW WORKFORCE DIRECTIONS INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNEWWBusinessNameControlTxt
Phone9184422204PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1907 S DETROIT AVENUE 210AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP741204319ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKAREN PENNINGTONPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone9184422204PhoneNum
Signature2021-11-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKARENPersonFirstNm
Person LastPENNINGTONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKENNETH L THOMPSON CPAPreparerPersonNm
PTINP00138460PTIN
Phone9182715400PhoneNum
Preparation2021-11-02PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1MADISON STRATEGIES GROUPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerKAREN PENNINGTONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1907 S DETROIT AVENUE 210AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP741204319ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,048,609GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MADISONSTRATEGIES.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2011FormationYr
Legal Domicile StateOKLegalDomicileStateCd
Activity Or MissionMADISON 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 Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee35TotalEmployeeCnt
Total Volunteers12TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,415,893PYContributionsGrantsAmt
CY Contributions Grants$3,048,609CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$2,415,893PYTotalRevenueAmt
CY Total Revenue$3,048,609CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,160,958PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,239,120CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$26,377CYTotalFundraisingExpenseAmt
PY Other Expenses$950,216PYOtherExpensesAmt
CY Other Expenses$1,072,713CYOtherExpensesAmt
PY Total Expenses$2,111,174PYTotalExpensesAmt
CY Total Expenses$2,311,833CYTotalExpensesAmt
PY Revenues Less Expenses$304,719PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$736,776CYRevenuesLessExpensesAmt
Total Assets BOY$1,824,053TotalAssetsBOYAmt
Total Assets EOY$2,582,246TotalAssetsEOYAmt
Total Liabilities BOY$49,873TotalLiabilitiesBOYAmt
Total Liabilities EOY$71,290TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,774,180NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,510,956NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionMADISON 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,172,094ExpenseAmt
DescMADISON 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 AND THOSE IN EUGENE FIELD NEIGHBORHOOD SERVED THROUGH THE JOBSFIRST PROGRAM, AND RESIDENTS IN THE HISTORICALLY UNDERSERVED AREA OF NORTH TULSA THROUGH THE DUE NORTH PROGRAM. NEW INITIATIVES IN 2020 INCLUDE CAREER CONNECTION, A PARTNERSHIP WITH B.E.S.T AND CONNECTFIRST THAT EMPOWERS PARENTS OF SMALL CHILDREN (AND THEIR HOUSEHOLDS) TO INCREASE THEIR SELF-SUFFICIENCY AND ECONOMIC MOBILITY THROUGH CAREER AND TRAINING SUPPORT SERVICES. IN 2020, MSG SERVED 725 INDIVIDUALS WITH CAREER READINESS TRAINING, JOB PLACEMENT, ADVANCED TRAINING, AND CAREER ADVANCEMENT SERVICES, INCLUDING FINANCIAL COACHING. MSG'S 2020 AVERAGE PLACEMENT WAGE WAS $13.77, A 23% INCREASE FROM TIME OF ENROLLMENT, AND THE AVERAGE PROMOTION WAGE WAS $16.61, A 49% INCREASE FROM TIME OF ENROLLMENT. AS OUR ECONOMY AND WORKFORCE CONTINUES TO CHANGE DUE TO IMPACTS FROM THE COVID-19 PANDEMIC, MSG IS PREPARING AND WELL-POSITIONED TO RESPOND AND ENSURE INDIVIDUALS IN OUR COMMUNITY ARE TRAINED AND PLACED INTO GREAT CAREERS THAT PROVIDE BUSINESSES WITH SKILLED WORKERS.Desc
Total Program Service Expenses$2,172,094TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document27IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee35EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind0Form8899Filedind
Form1098 C Filed0Form1098CFiledInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KAREN PENNINGTONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9184422204PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1907 S DETROIT AVENUE 210AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP741204319ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
KAREN PENNINGTON
EXECUTIVE DIRECTOR40.00Yes (X)$112,217$0$0
JOHN GOLDMAN
CHAIRMAN3.00Yes (X)$0$0$0Yes (X)
RICHARD STRICOF
TREASURER1.00Yes (X)$0$0$0Yes (X)
CHANNING STAVE
SECRETARY1.00Yes (X)$0$0$0Yes (X)
TERRYLN SMOCK
DIRECTOR1.00Yes (X)$0$0$0
JOHN TOGNINO
DIRECTOR1.00Yes (X)$0$0$0
PATRICIA NAZEMETZ
DIRECTOR1.00Yes (X)$0$0$0
MARY SMITH CROFTS
DIRECTOR1.00Yes (X)$0$0$0
JACKIE PRICE-JOHNANNSEN
DIRECTOR1.00Yes (X)$0$0$0
BRUCE BEGITSCHKE
DIRECTOR1.00Yes (X)$0$0$0
ANDY STROTT
DIRECTOR1.00Yes (X)$0$0$0
MARK SAVOYE
DIRECTOR1.00Yes (X)$0$0$0
ROCKY BRIGHT
DIRECTOR1.00Yes (X)$0$0$0
PAUL MANESS
DIRECTOR1.00Yes (X)$0$0$0
CYNTHIA SOLOMAN
DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$112,217TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ARROWHEAD CONSULTING LLCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line15314 S YALE SUITE 305AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74136ZIPCd
FieldValueIRS element (for citing)
ServicesCONSULTINGServicesDesc
Compensation$187,995CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Government Grants$1,482,482GovernmentGrantsAmt
All Other Contributions$1,566,127AllOtherContributionsAmt
Total Contributions$3,048,609TotalContributionsAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,048,609TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$112,216TotalAmt
Program Services$108,850ProgramServicesAmt
Management And General$1,122ManagementAndGeneralAmt
Fundraising$2,244FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$946,519TotalAmt
Program Services$916,272ProgramServicesAmt
Management And General$12,899ManagementAndGeneralAmt
Fundraising$17,348FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$180,385TotalAmt
Program Services$167,541ProgramServicesAmt
Management And General$9,820ManagementAndGeneralAmt
Fundraising$3,024FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$475,723TotalAmt
Program Services$413,728ProgramServicesAmt
Management And General$61,995ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$126,197TotalAmt
Program Services$121,724ProgramServicesAmt
Management And General$4,473ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$136,610TotalAmt
Program Services$118,112ProgramServicesAmt
Management And General$16,049ManagementAndGeneralAmt
Fundraising$2,449FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,470TotalAmt
Program Services$5,469ProgramServicesAmt
Management And General$1ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$36,166TotalAmt
Program Services$32,082ProgramServicesAmt
Management And General$2,772ManagementAndGeneralAmt
Fundraising$1,312FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PROGRAM & PARTICIPANT S$219,342$219,260$82
STAFF RECRUITING & DEV.$47,659$47,639$20
TRAINING PROVIDERS$21,417$21,417
OTHER$4,129$4,129

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,311,833TotalAmt
Program Services$2,172,094ProgramServicesAmt
Management And General$113,362ManagementAndGeneralAmt
Fundraising$26,377FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$706,418BOYAmt
EOY$1,816,878EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$955,260BOYAmt
EOY$503,832EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,752BOYAmt
EOY$107,230EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$261,092LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$106,786LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$157,623BOYAmt
EOY$154,306EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,824,053BOYAmt
EOY$2,582,246EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$49,873BOYAmt
EOY$71,290EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$49,873BOYAmt
EOY$71,290EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$880,722BOYAmt
EOY$1,492,792EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$893,458BOYAmt
EOY$1,018,164EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,774,180BOYAmt
EOY$2,510,956EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,824,053BOYAmt
EOY$2,582,246EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$736,776ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,398,555CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,573,525CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,415,893CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,415,893CurrentTaxYearMinus1YearAmt
Current Tax Year$2,826,685CurrentTaxYearAmt
Total$11,630,551TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,398,555CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,573,525CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,415,893CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,415,893CurrentTaxYearMinus1YearAmt
Current Tax Year$2,826,685CurrentTaxYearAmt
Total$11,630,551TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$580,556SubstantialContributorsTotAmt
Public Support Total170$11,049,995PublicSupportTotal170Amt
Total Support$11,630,551TotalSupportAmt
Public Support CY1700.95010PublicSupportCY170Pct
Public Support PY1700.94590PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$147,911OtherCostOrOtherBasisAmt
Book Value$147,911BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$88,145OtherCostOrOtherBasisAmt
Book Value$88,145BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$25,036OtherCostOrOtherBasisAmt
Depreciation$106,786DepreciationAmt
Book Value-$81,750BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$154,306TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,048,609TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$3,048,609RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,048,609TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,311,833TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,311,833ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,311,833TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationMSG 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 O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BMANAGEMENT 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 12CMADISON 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 15THE BOARD HAS REVIEWED AND APPROVED THE JOB DESCRIPTION AND SALARY FOR THE EXECUTIVE DIRECTOR AND OTHER OFFICERS.
FORM 990, PART VI, SECTION C, LINE 19MADISON 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 11GCONSULTANTS: PROGRAM SERVICE EXPENSES 399,010. MANAGEMENT AND GENERAL EXPENSES 889. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 399,899. PROFESSIONAL: PROGRAM SERVICE EXPENSES 14,718. MANAGEMENT AND GENERAL EXPENSES 61,106. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 75,824.
PART XII, LINE 2CNO CHANGE IN PROCESS

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