SHIFT WORK FORWARD INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SHIFT WORK FORWARD INC (EIN 47-5172476)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-05-05
- IRS object ID
- 202121259349301137
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-05T14:33:56-05:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 800N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475172476 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL FUND FOR WORKFORCE SOLUTIONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 2022238994 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 CONNECTICUT AVENUE NW NO 200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELICIA WILSON | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Phone | 2022238994 | PhoneNum |
| Signature | 2021-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD J LOCASTRO CPA | PreparerPersonNm |
| PTIN | P00288314 | PTIN |
| Phone | 3019519090 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AMANDA CAGE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 CONNECTICUT AVENUE NW NO 200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,684,290 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NATIONALFUND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | SEE PART III, LINE 1. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,400,149 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,622,946 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $205,089 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,827 | CYProgramServiceRevenueAmt |
| PY Investment Income | $51,393 | PYInvestmentIncomeAmt |
| CY Investment Income | $47,052 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $5,465 | CYOtherRevenueAmt |
| PY Total Revenue | $2,656,631 | PYTotalRevenueAmt |
| CY Total Revenue | $9,684,290 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,510,339 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,387,280 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,967,273 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,134,677 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $485,347 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,765,945 | PYOtherExpensesAmt |
| CY Other Expenses | $1,710,712 | CYOtherExpensesAmt |
| PY Total Expenses | $6,243,557 | PYTotalExpensesAmt |
| CY Total Expenses | $6,232,669 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,586,926 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,451,621 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,256,648 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,832,230 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,027,508 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,151,469 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,229,140 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,680,761 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE COLLABORATE WITH WORKERS, EMPLOYERS, AND COMMUNITIES TO ADVANCE A SKILLED WORKFORCE, PROMOTE GOOD JOBS, AND INVEST IN EQUITABLE OUTCOMES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,951,815 | ExpenseAmt |
| Grant | $1,101,481 | GrantAmt |
| Desc | SYSTEMS CHANGE: SYSTEMS CHANGE ENABLES SMALL IMPROVEMENTS IN PRACTICE TO REACH SCALE BY SUSTAINING THOSE IMPROVEMENTS OVER TIME. NATIONAL FUND PARTNER COMMUNITIES ARE REACHING SUBSTANTIAL SCALE BY ALTERING WORKFORCE DEVELOPMENT POLICIES AND BUSINESS PRACTICES TO IMPACT SUBSTANTIALLY MORE INDIVIDUALS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,365,775 | ExpenseAmt |
| Grant | $635,799 | GrantAmt |
| Revenue | $8,827 | RevenueAmt |
| Desc | THE JOB QUALITY PROGRAM: THE NATIONAL FUND SUPPORTS GOOD JOBS THAT GENERATE A COMPETITIVE ADVANTAGE FOR EMPLOYERS AND A CAREER PATHWAY TO A FAMILY SUSTAINING INCOME FOR INDIVIDUALS. IT IS SUPPORTING EFFORTS BY REGIONAL COLLABORATIVES TO DEVELOP A GOOD JOB STRATEGY AND TO ENABLE EMPLOYERS TO MAKE THE CHANGES IN SYSTEMS AND PRACTICES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $824,680 | ExpenseAmt |
| Grant | $150,000 | GrantAmt |
| Desc | RETAIL:THE NATIONAL FUND WORKS WITH LOCAL FUNDER COLLABORATIVES TO PROMOTE AND ADVANCE THE NEEDS OF FRONT-LINE WORKERS IN THE SERVICE AND RETAIL SECTORS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $478,136 | $100,000 | WORK BASED LEARNING: THE NATIONAL FUND FOR WORKFORCE SOLUTIONS IS INVESTING IN THREE KEY AREAS OF WORK-BASED LEARNING: ON-THE-JOB TRAINING, APPRENTICESHIPS, AND PRE-APPRENTICESHIPS,TO EXPAND OPPORTUNITIES FOR CAREER GROWTH AND GOOD JOBS FOR LOW-WAGE, LOW-SKILL WORKERS. |
| $461,793 | $375,000 | SUPPORTING REGIONAL COLLABORATIVES:THE NATIONAL FUND SUPPORTS OVER 30 REGIONAL COLLABORATIVES AND OVER 75 INDUSTRY PARTNERSHIPS OPERATING IN 25 STATES WITH TECHNICAL ASSISTANCE AND COACHING, PEER LEARNING OPPORTUNITIES, NEW RESEARCH, AND FINANCIAL RESOURCES. THE NATIONAL FUND AND ITS PARTNER COMMUNITIES INVEST IN AN EMPLOYER-DRIVEN MODEL OF INDUSTRY PARTNERSHIPS THAT ENABLES COMMUNITIES TO PREPARE INDIVIDUALS WITH IN-DEMAND SKILLS, ENABLES EMPLOYERS TO FIND AND DEVELOP THEIR WORKFORCE AND SUPPORT IMPROVEMENTS IN BUSINESS AND WORKFORCE SYSTEMS AND PRACTICES. |
| $222,105 | $20,000 | FINANCIAL WELLNESS:HELP COLLABORATIVES UNDERSTAND AND PROMOTE FINANCIAL WELLNESS AND ITS ROLE IN ADDRESSING THE DRIVERS OF FINANCIAL STRESS AMONG LOW- AND MIDDLE-SKILL WORKERS; PROMOTE THE CRITICAL IMPORTANCE OF FINANCIAL HEALTH STRATEGIES AS COMPONENTS OF JOB QUALITY; AND HELP EMPLOYERS DEVELOP SOLUTIONS THAT CAN REDUCE FINANCIAL STRESS AMONG EMPLOYEES AND IMPROVE THE FINANCIAL BOTTOM-LINES OF BOTH WORKERS AND COMPANIES. |
| $158,543 | $5,000 | HEALTHCARE (CAREERSTAT):THE NATIONAL FUND SUPPORTS A NETWORK OF HEALTHCARE LEADERS THAT PROMOTE INVESTMENTS IN THE SKILLS AND CAREERS OF FRONTLINE WORKERS BY RECOGNIZING EMPLOYER LEADERS, PROVIDING TECHNICAL ASSISTANCE AND DISSEMINATING EXEMPLARY PRACTICES. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,320,577 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $500,000 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $5,462,847 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 19 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELICIA WILSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2022238994 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 CONNECTICUT AVENUE NW NO 200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| WHITNEY SMITH | |||||||
| CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| EARL BUFORD | |||||||
| TREASURER (EFF. 05/20) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DENISE CHERENFANT | |||||||
| TREAS. THEN BOARD MBR (EFF. 05/20) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PETER STRANGE | |||||||
| CHAIRMAN EMERITUS/BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| IVYE ALLEN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAULA GILBERTO | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL GRITTON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEJANDRO MENDOZA | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOANNE POKASKI | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRED DEDRICK | |||||||
| CEO & PRESIDENT (THRU 3/20) | 40.00 | Yes (X) | $243,968 | $0 | $19,799 | ||
| AMANDA CAGE | |||||||
| PRESIDENT & CEO (BEG. 3/20) | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| ELICIA WILSON | |||||||
| COO & SECRETARY | 40.00 | Yes (X) | $119,840 | $0 | $15,744 | ||
| KELLY AIKEN | |||||||
| CHIEF PROGRAM OFFICER | 40.00 | $120,007 | $0 | $38,549 | Yes (X) | ||
| NAVJEET SINGH | |||||||
| SR VP & CHIEF LEARN. OFF. (END 7/19) | 40.00 | $112,507 | $0 | $4,248 | Yes (X) | ||
| LISA CHENSVOLD | |||||||
| COMMUNICATIONS DIRECTOR | 40.00 | $109,363 | $0 | $15,385 | Yes (X) | ||
| ANA HAGEAGE | |||||||
| PROGRAM DIRECTOR | 40.00 | $106,103 | $0 | $5,472 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $811,788 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $99,197 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAIRMONT DALLAS | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 NORTH AKARD ST | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONVENTION SERVICES | ServicesDesc |
| Compensation | $223,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $9,622,946 | AllOtherContributionsAmt |
| Total Contributions | $9,622,946 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRACTED SERVICES | 900099 | $8,327 | $8,327 |
| HONORARIUM | 900099 | $500 | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,827 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,052 | TotalRevenueColumnAmt |
| Exclusion | $47,052 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,465 | TotalRevenueColumnAmt |
| Exclusion | $5,465 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,465 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,684,290 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,827 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $52,517 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,387,280 | TotalAmt |
| Program Services | $2,387,280 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $426,951 | TotalAmt |
| Program Services | $244,461 | ProgramServicesAmt |
| Management And General | $106,140 | ManagementAndGeneralAmt |
| Fundraising | $76,350 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,303,300 | TotalAmt |
| Program Services | $1,007,278 | ProgramServicesAmt |
| Management And General | $78,180 | ManagementAndGeneralAmt |
| Fundraising | $217,842 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,194 | TotalAmt |
| Program Services | $30,451 | ProgramServicesAmt |
| Management And General | $2,271 | ManagementAndGeneralAmt |
| Fundraising | $6,472 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,515 | TotalAmt |
| Program Services | $167,182 | ProgramServicesAmt |
| Management And General | $20,331 | ManagementAndGeneralAmt |
| Fundraising | $40,002 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,717 | TotalAmt |
| Program Services | $97,276 | ProgramServicesAmt |
| Management And General | $15,292 | ManagementAndGeneralAmt |
| Fundraising | $25,149 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,800 | TotalAmt |
| Program Services | $1,195 | ProgramServicesAmt |
| Management And General | $174 | ManagementAndGeneralAmt |
| Fundraising | $431 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,966 | TotalAmt |
| Program Services | $76,791 | ProgramServicesAmt |
| Management And General | $11,543 | ManagementAndGeneralAmt |
| Fundraising | $21,632 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $892,355 | TotalAmt |
| Program Services | $882,320 | ProgramServicesAmt |
| Management And General | $3,397 | ManagementAndGeneralAmt |
| Fundraising | $6,638 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,529 | TotalAmt |
| Program Services | $20,877 | ProgramServicesAmt |
| Management And General | $593 | ManagementAndGeneralAmt |
| Fundraising | $1,059 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,228 | TotalAmt |
| Program Services | $24,090 | ProgramServicesAmt |
| Management And General | $3,537 | ManagementAndGeneralAmt |
| Fundraising | $5,601 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,558 | TotalAmt |
| Program Services | $42,980 | ProgramServicesAmt |
| Management And General | $6,719 | ManagementAndGeneralAmt |
| Fundraising | $10,859 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,197 | TotalAmt |
| Program Services | $168,219 | ProgramServicesAmt |
| Management And General | $26,378 | ManagementAndGeneralAmt |
| Fundraising | $53,600 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,057 | TotalAmt |
| Program Services | $105,034 | ProgramServicesAmt |
| Management And General | $274 | ManagementAndGeneralAmt |
| Fundraising | $1,749 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,250 | TotalAmt |
| Program Services | $137,288 | ProgramServicesAmt |
| Management And General | $233 | ManagementAndGeneralAmt |
| Fundraising | $3,729 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $900 | TotalAmt |
| Program Services | $598 | ProgramServicesAmt |
| Management And General | $87 | ManagementAndGeneralAmt |
| Fundraising | $215 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,701 | TotalAmt |
| Program Services | $1,892 | ProgramServicesAmt |
| Management And General | $307 | ManagementAndGeneralAmt |
| Fundraising | $502 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PAYROLL SERVICE FEES | $57,259 | $40,493 | $6,428 | $10,338 |
| FURNITURE AND EQUIPMENT | $13,422 | $11,905 | $510 | $1,007 |
| PROFESSIONAL DEV'L | $8,369 | $6,962 | $694 | $713 |
| DUES AND SUBSCRIPTIONS | $5,131 | $4,062 | $784 | $285 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,990 | TotalAmt |
| Program Services | $4,213 | ProgramServicesAmt |
| Management And General | $603 | ManagementAndGeneralAmt |
| Fundraising | $1,174 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,232,669 | TotalAmt |
| Program Services | $5,462,847 | ProgramServicesAmt |
| Management And General | $284,475 | ManagementAndGeneralAmt |
| Fundraising | $485,347 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $959,272 | BOYAmt |
| EOY | $3,474,048 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,894,297 | BOYAmt |
| EOY | $3,705,132 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,740,000 | BOYAmt |
| EOY | $4,081,654 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,659 | BOYAmt |
| EOY | $6,215 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,729 | BOYAmt |
| EOY | $76,015 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $21,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $900 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $20,100 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,561,691 | BOYAmt |
| EOY | $1,469,066 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,256,648 | BOYAmt |
| EOY | $12,832,230 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $498,589 | BOYAmt |
| EOY | $249,122 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $287,185 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,528,919 | BOYAmt |
| EOY | $1,615,162 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,027,508 | BOYAmt |
| EOY | $2,151,469 | 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 | $130,034 | BOYAmt |
| EOY | $204,879 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,099,106 | BOYAmt |
| EOY | $10,475,882 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,229,140 | BOYAmt |
| EOY | $10,680,761 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,256,648 | BOYAmt |
| EOY | $12,832,230 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,451,621 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,025,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,695,327 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,048,069 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,400,149 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,622,946 | CurrentTaxYearAmt |
| Total | $28,791,491 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,025,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,695,327 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,048,069 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,400,149 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,622,946 | CurrentTaxYearAmt |
| Total | $28,791,491 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $21,221,631 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,569,860 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $84 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,703 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,023 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,393 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,052 | CurrentTaxYearAmt |
| Total | $122,255 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $5,465 | CurrentTaxYearAmt |
| Total | $5,465 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $28,919,211 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $385,581 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.26180 | PublicSupportCY170Pct |
| Public Support PY170 | 0.25630 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | NATIONAL FUND FOR WORKFORCE SOLUTIONS QUALIFIES AS A PUBLIC CHARITY UNDER THE "FACTS AND CIRCUMSTANCES" TEST OF 1.170A-9(F)(3) OF THE TREASURY REGULATIONS, BASED UPON THE FOLLOWING:ITS SUPPORT, AS REPORTED FOR 2019, IS 26.18%, THEREBY MEETING THE REQUIREMENT OF 1.170A-9(F)(3)(I). NATIONAL FUND FOR WORKFORCE SOLUTIONS IS ORGANIZED AND OPERATED SO AS TO ATTRACT NEW AND ADDITIONAL FUNDING ON A CONTINUOUS BASIS, THEREBY MEETING THE REQUIREMENT OF 1.170A-9(F)(3)(II). NATIONAL FUND FOR WORKFORCE SOLUTIONS HAS RECENTLY UNDERTAKEN SIGNIFICANT EFFORTS TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT. NATIONAL FUND FOR WORKFORCE SOLUTIONS' PUBLIC SUPPORT, AT 26.18%, IS WELL ABOVE THE 10% MINIMUM REQUIRED FOR THE "FACTS AND CIRCUMSTANCES" TEST, THEREBY MEETING THE REQUIREMENT OF 1.170A-9(F)(3)(III). IN MEETING THE REQUIREMENT OF 1.170A-9(F)(3)(I), NATIONAL FUND FOR WORKFORCE SOLUTIONS HAS RECEIVED SUPPORT FROM A REPRESENTATIVE NUMBER OF PERSONS, RATHER THAN RECEIVING ALL OR MOST OF ITS SUPPORT FROM THE MEMBERS OF A SINGLE FAMILY, OR FROM A SINGLE DONOR. NATIONAL FUND FOR WORKFORCE SOLUTIONS' CURRENT FUNDRAISING PLANS ARE TARGETED AT A BROAD BASE OF DONORS. IN THIS RESPECT, NATIONAL FUND FOR WORKFORCE SOLUTIONS MEETS THE REQUIREMENT OF 1.170A-9(F)(3)(III)(B). NATIONAL FUND FOR WORKFORCE SOLUTIONS REMAINS AN ORGANIZATION COMMITTED TO SERVING THE PUBLIC THROUGH ITS WORK. NATIONAL FUND FOR WORKFORCE SOLUTIONS WORKS EXCLUSIVELY WITH WORKERS, EMPLOYERS, AND COMMUNITIES TO ADVANCE A SKILLED WORKFORCE, PROMOTE GOOD JOBS, AND INVEST IN EQUITABLE OUTCOMES. IN 2019, NATIONAL FUND FOR WORKFORCE SOLUTIONS CONTINUED ITS VARIOUS PROGRAMS INCLUDING ITS SYSTEMS CHANGE, JOB QUALITY AND RETAIL PROGRAMS AND FURTHERED ITS WORK BASED LEARNING EFFORTS TO INVEST IN THREE KEY AREAS OF WORK-BASED LEARNING: ON-THE-JOB TRAINING, APPRENTICESHIPS, AND PRE-APPRENTICESHIPS. IN THIS MANNER, NATIONAL FUND FOR WORKFORCE SOLUTIONS MEETS THE REQUIREMENT OF 1.170A-9(F)(3)(III)(D). | FactsAndCircumstancesTestTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $900 | DepreciationAmt |
| Book Value | $20,100 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $20,100 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SECURITY DEPOSITS | $62,583 |
| RIGHT OF USE ASSET | $1,406,483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,469,066 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $1,615,162 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,615,162 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,684,290 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,684,290 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,684,290 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,232,669 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,232,669 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,232,669 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FOR THE YEAR ENDED SEPTEMBER 30, 2020, THE NATIONAL FUND HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (24 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ASSOC OF BALTIMORE AREA GRANTMAKERS | |||||||
| 2 EAST READ ST 2ND FLOOR | BALTIMORE | MD | 21201 | 521326863 | 501(C)(3) | $425,000 | TO SUPPORT THE GOOD JOBS-JOB QUALITY, SUPPORTING SYSTEMS CHANGE, RETAIL, AND SUPPORT-REGIONAL COLLABORATIVES PROGRAMS |
| CENTERSTATE CEO FOUNDATION | |||||||
| 115 WEST FAYETTE ST | SYRACUSE | NY | 13202 | 222305294 | 501(C)(3) | $199,618 | TO SUPPORT THE SUPPORTING SYSTEMS CHANGE PROGRAM |
| CENTRAL SIX DEVELOPMENT COUNCIL | |||||||
| 3500 6TH AVENUE SOUTH | BIRMINGHAM | AL | 35222 | 630951659 | 501(C)(3) | $75,000 | TO SUPPORT THE SUPPORT-REGIONAL COLLABORATIVES PROGRAM |
| FUND FOR OUR ECONOMIC FUTURE | |||||||
| 4415 EUCLID AVENUE | CLEVELAND | OH | 44103 | 270606927 | 501(C)(3) | $225,000 | TO SUPPORT SUPPORTING SYSTEMS CHANGE AND RETAIL PROGRAMS |
| GREATER SARASOTA CHAMBER OF COMMERCE FDN | |||||||
| 1945 FRUITVILLE RD | SARASOTA | FL | 34236 | 261563145 | 501(C)(3) | $50,000 | TO SUPPORT THE WORK-BASED LEARNING PROGRAM |
| GULF COAST COMMUNITY FOUNDATION | |||||||
| 601 TAMIAMI TRAIL SOUTH | VENICE | FL | 34285 | 591052433 | 501(C)(3) | $75,000 | TO SUPPORT THE SUPPORT-REGIONAL COLLABORATIVES PROGRAM |
| NEW YORK COMMUNITY TRUST | |||||||
| 909 THIRD AVENUE | NEW YORK | NY | 10022 | 136089923 | 501(C)(3) | $25,000 | TO SUPPORT THE SUPPORTING SYSTEMS CHANGE PROGRAM |
| NEWARK ALLIANCE INC | |||||||
| 60 PARK PLACE | NEWARK | NJ | 07102 | 223664305 | 501(C)(3) | $15,000 | TO SUPPORT THE SUPPORTING SYSTEMS CHANGE PROGRAM |
| PARTNERS 4 WORK | |||||||
| CENTRE CITY TOWER | PITTSBURGH | PA | 15222 | 251898851 | 501(C)(3) | $25,000 | TO SUPPORT THE SUPPORTING SYSTEMS CHANGE PROGRAM |
| THE BOSTON FOUNDATION | |||||||
| 75 ARLINGTON ST 3RD FLOOR | BOSTON | MA | 02116 | 042104021 | 501(C)(3) | $112,500 | TO SUPPORT SUPPORT-REGIONAL COLLABORATIVES AND SUPPORTING SYSTEMS CHANGE PROGRAMS |
| THE CHICAGO COMMUNITY FOUNDATION | |||||||
| 225 N MICHIGAN AVE STE 2200 | CHICAGO | IL | 60601 | 363432023 | 501(C)(3) | $125,000 | TO SUPPORT THE GOOD JOBS-JOB QUALITY PROGRAM |
| THE CHICAGO COMMUNITY TRUST | |||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | 362167000 | 501(C)(3) | $37,500 | TO SUPPORT THE SUPPORTING SYSTEMS CHANGE PROGRAM |
| THE HEALTH COLLABORATIVE | |||||||
| 615 ELSINORE PL SUITE 500 | CINCINNATI | OH | 45202 | 311449807 | 501(C)(3) | $150,000 | TO SUPPORT THE GOOD JOBS-JOB QUALITY PROGRAM |
| THE SAN FRANCISCO FOUNDATION | |||||||
| ONE EMBARCADERO CENTER | SAN FRANCISCO | CA | 94111 | 010679337 | 501(C)(3) | $37,500 | TO SUPPORT THE SUPPORTING SYSTEMS CHANGE PROGRAM |
| THE WEST ALABAMA CHAMBER FOUNDATION | |||||||
| 2201 JACK WARNER PKWY BLDG C | TUSCALOOSA | AL | 35401 | 630951659 | 501(C)(3) | $25,000 | TO SUPPORT THE SUPPORTING SYSTEMS CHANGE PROGRAM |
| UNITED WAY FOR SOUTHEASTERN MICHIGAN | |||||||
| 3011 W GRAND BLVD | DETROIT | MI | 48202 | 203099071 | 501(C)(3) | $25,000 | TO SUPPORT THE SUPPORTING SYSTEMS CHANGE PROGRAM |
| UNITED WAY OF CENTRAL&NE CONNECTICUT | |||||||
| 30 LAUREL ST 1 | HARTFORD | CT | 06106 | 060646653 | 501(C)(3) | $145,000 | TO SUPPORT THE FINANCIAL WELLNESS AND GOOD JOBS-JOB QUALITY PROGRAMS |
| UNITED WAY OF CENTRAL IOWA | |||||||
| 111 9TH ST STE 260 | DES MOINES | IA | 50314 | 420680425 | 501(C)(3) | $50,000 | TO SUPPORT THE RETAIL PROGRAM |
| UNITED WAY OF GREATER ATLANTA | |||||||
| 40 COURTLAND ST NE | ATLANTA | GA | 30303 | 580566194 | 501(C)(3) | $199,363 | TO SUPPORT THE SUPPORTING SYSTEMS CHANGE PROGRAM |
| UNITED WAY OF GREATER CINCINNATI | |||||||
| 2400 READING RD | CINCINNATI | OH | 45202 | 310537502 | 501(C)(3) | $10,799 | TO SUPPORT THE GOOD JOBS-JOB QUALITY PROGRAM |
| UNITED WAY OF GREATER PHILADELPHIA & S NJ | |||||||
| 1709 BENJAMIN FRANKLIN KKWY | PHILADELPHIA | PA | 19103 | 231556045 | 501(C)(3) | $25,000 | TO SUPPORT THE RETAIL PROGRAM |
| UNITED WAY OF METROPOLITAN DALLAS | |||||||
| 1800 NORTH LAMAR | DALLAS | TX | 75202 | 756005352 | 501(C)(3) | $112,500 | TO SUPPORT THE SUPPORT-REGIONAL COLLABORATIVES AND SUPPORTING SYSTEMS CHANGE PROGRAMS |
| WOKFORCE DEVELOPMENT COUNCIL OF SEATTLE | |||||||
| 2003 WESTERN AVENUE | SEATTLE | WA | 98121 | 912051978 | 501(C)(3) | $87,500 | TO SUPPORT THE SUPPORTING SYSTEMS CHANGE & WORK-BASED LEARNING PROGRAMS |
| WORKFORCE ALL OF S CENTRAL KANSAS | |||||||
| 300 WEST DOUGLAS STE 850 | WICHITA | KS | 67202 | 481246563 | 501(C)(3) | $125,000 | TO SUPPORT THE GOOD JOBS-JOB QUALITY PROGRAM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 24 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION ARRANGES FOR PERIODIC OR INTERIM REVIEW OF PROGRAM MILESTONES AND PERFORMANCE AND OBTAINS NARRATIVE AND FINANCIAL REPORTS FROM THE GRANTEES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FRED DEDRICK | ||||||||||||||
| CEO & PRESIDENT (THRU 3/20) | $243,968 | $0 | $0 | $0 | $0 | $0 | $7,358 | $0 | $12,441 | $0 | $263,767 | $0 | $0 | $0 |
| KELLY AIKEN | ||||||||||||||
| CHIEF PROGRAM OFFICER | $120,007 | $0 | $0 | $0 | $0 | $0 | $3,733 | $0 | $34,816 | $0 | $158,556 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY MANAGEMENT. A DRAFT OF THE RETURN WAS THEN SENT TO THE BOARD OF DIRECTORS. AFTER THEIR APPROVAL, THE FORM 990 WAS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH DIRECTOR, OFFICER AND MEMBER OF A COMMITTEE OF THE BOARD SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: (A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, AND (B) HAS READ AND UNDERSTANDS THE POLICY, AND HAS AGREED TO COMPLY WITH THE POLICY. ANY BOARD MEMBER OR EMPLOYEE OF THE NATIONAL FUND FOR WORKFORCE SOLUTIONS THAT HAS ANY DIRECT OR INDIRECT INTEREST IN, OR RELATIONSHIP WITH, ANY INDIVIDUAL OR ORGANIZATION WHICH PROPOSES TO ENTER INTO ANY TRANSACTION WITH THE NATIONAL FUND, SHALL GIVE NOTICE OF SUCH TO THE CHAIRMAN OF THE BOARD OF DIRECTORS, AND RECUSE HIM/HERSELF FROM DISCUSSING OR VOTING ON THE PARTICULAR TRANSACTION IN WHICH HE/SHE HAS AN INTEREST, OTHERWISE ATTEMPTING TO EXERT ANY INFLUENCE ON THE NATIONAL FUND, AND/OR AFFECT THE BOARD'S DECISION TO PARTICIPATE OR NOT PARTICIPATE IN SUCH TRANSACTION. IF A POTENTIAL CONFLICT ARISES DURING THE COURSE OF A MEETING AND IT IS NOT PRACTICAL FOR THE DIRECTOR TO GIVE NOTICE TO THE CHAIR OF THE BOARD OF DIRECTORS, THE BOARD MEMBER SHOULD DISCLOSE THE POTENTIAL CONFLICT TO THE BOARD AS SOON AS PRACTICAL THEREAFTER, AND THE BOARD SHALL THEN DECIDE WHAT ACTION IS APPROPRIATE. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD GOVERNANCE COMMITTEE SURVEYED ALL BOARD MEMBERS FOR INPUT ABOUT THE PERFORMANCE OF FRED DEDRICK, PRESIDENT & CEO OF THE ORGANIZATION. BASED ON THE INFORMATION GATHERED, THE CHAIR DOCUMENTED HIS PROGRESS, PREPARED AN EVALUATION AND COMPARED IT TO THE NATIONAL FUND'S GOALS. SALARY INCREASE WAS BASED ON PERFORMANCE AND COMPENSATION BENCHMARKING. THE DATE OF THE LAST COMPENSATION REVIEW WAS AUGUST 2019. OTHER OFFICERS AND KEY EMPLOYEES' PERFORMANCE AND SALARY ADJUSTMENTS WERE DECIDED BASED ON THE PRESIDENT & CEO'S REVIEW OF THEIR PERFORMANCE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE NATIONAL FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | EVALUATION CONSULTANTS: PROGRAM SERVICE EXPENSES 172,590. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 172,590. OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 585,504. MANAGEMENT AND GENERAL EXPENSES 3,087. FUNDRAISING EXPENSES 6,140. TOTAL EXPENSES 594,731. MEDIA CONSULTANT: PROGRAM SERVICE EXPENSES 124,226. MANAGEMENT AND GENERAL EXPENSES 310. FUNDRAISING EXPENSES 498. TOTAL EXPENSES 125,034. |
| FORM 990, PART X, LINE 24: | ON APRIL 17, 2020, THE NATIONAL FUND RECEIVED LOAN PROCEEDS IN THE AMOUNT OF $287,185 UNDER THE PAYCHECK PROTECTION PROGRAM. THE PROMISSORY NOTE CALLS FOR MONTHLY PRINCIPAL AND INTEREST PAYMENTS AMORTIZED OVER THE TERM OF THE PROMISSORY NOTE WITH A DEFERRAL OF PAYMENTS FOR THE FIRST SIX MONTHS. UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT (CARES ACT), THE PROMISSORY NOTE MAY BE FORGIVEN BY THE SMALL BUSINESS ADMINISTRATION IN WHOLE OR IN PART. THE NATIONAL FUND INTENDS TO USE THE PROCEEDS FOR PURPOSES CONSISTENT WITH THE PAYCHECK PROTECTION PROGRAM AND BELIEVES THAT ITS USE OF THE LOAN PROCEEDS WILL MEET THE CONDITIONS FOR FORGIVENESS OF THE LOAN. THE NATIONAL FUND APPLIED FOR FORGIVENESS AFTER COMPLETING THE 24 WEEK PERIOD, AND FORGIVENESS WAS GRANTED SUBSEQUENT TO FISCAL YEAR-END. THE NATIONAL FUND WILL RECORD REVENUE FROM DEBT EXTINGUISHMENTS DURING THE PERIOD THAT FORGIVENESS WAS APPROVED. |