2021-06-03T11:27:16-05:00 2020-12-31 410746749 CLIFTONLARSONALLEN LLP 20 E THOMAS RD STE 2300 PHOENIX AZ 85012 990 2020-01-01 593828402 TECHFORCE FOUNDATION TECH 6234450933 4848 E CACTUS RD 505-304 SCOTTSDALE AZ 85254 JENNIFER MAHER EXECUTIVE DIRECTOR 6234450933 2021-05-25 1 JENNIFER MAHER 999009999 JACQUELINE ECKMAN P01300648 6022662248 2021-05-25 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z CHRIS BLANCHETTE 4848 E CACTUS RD 505-304 SCOTTSDALE AZ 85254 2830765 0 X TECHFORCEFOUNDATION.ORG X 2005 AZ TO CHAMPION STUDENTS TO AND THROUGH THEIR EDUCATION AND INTO CAREERS AS PROFESSIONAL TECHNICIANS. 15 14 8 40 0 0 2727893 2328498 0 0 141515 111373 1366 3939 2870774 2443810 1710841 1089297 0 0 625851 571036 136755 0 246298 709483 514685 3182930 2175018 -312156 268792 4209758 4285340 250542 479140 3959216 3806200 TO CHAMPION STUDENTS TO AND THROUGH THEIR EDUCATION AND INTO CAREERS AS PROFESSIONAL TECHNICIANS. 0 0 1089297 1089297 TECHFORCE FOUNDATION PROVIDED 1,362 SCHOLARSHIPS AND GRANTS TO STUDENTS' WITH FINANCIAL NEED, UNDER ESTABLISHED PLATFORMS: ACCELERATE TUITION SCHOLARSHIPS; LIFE HAPPENS STUDENT EMERGENCY GRANTS; PEDAL TO THE METAL ADVANCED TRAINING TUITION AND RELOCATION GRANTS; STRONG START RELOCATION AND STARTUP GRANTS; CAMPUS FOOD PANTRY; AND VETERANS AT WORK MILITARY TRANSITION AWARDS. GRANTS ALSO SUPPORT OTHER NON-PROFITS; AS WELL AS HIGH SCHOOL CTE (CAREER AND TECHNICAL EDUCATION) PROGRAMS AND OVERALL SCHOLARSHIPS/GRANTS SUPPORT STUDENTS SEEKING POST-SECONDARY EDUCATION AS A PROFESSIONAL TECHNICIAN IN THE AREAS OF AUTOMOTIVE, DIESEL, COLLISION REPAIR, MOTORCYCLE, MARINE, AND NASCAR SO THEY CAN GET TO AND THROUGH THEIR EDUCATION AND FILL THE PIPELINE OF QUALIFIED INDUSTRY TECHNICIANS. 462135 FUTURETECH SUCCESS CAMPAIGN IS ADDRESSING THE CRITICAL SHORTAGE OF TRAINED TECHNICIANS NEEDED TO FILL THE WORKFORCE DEMAND IN THE TRANSPORTATION INDUSTRY. THE SOLUTION PRESENTED BY FUTURETECH SUCCESS IS AN INDUSTRY-WIDE EDUCATION CAMPAIGN TO: REPOSITION THE IMAGE OF THE TECHNICIAN PROFESSIONS; SUPPORT EXPERIENTIAL OPPORTUNITIES FOR MIDDLE AND HIGH SCHOOL STUDENTS TO ENGAGE WITH TECHNOLOGY, STEM SKILLS, AND MENTORS IN THE TRANSPORTATION INDUSTRY; CONNECT THESE STUDENTS WITH THOSE IN THE TRANSPORTATION INDUSTRY, LIKE-MINDED INDIVIDUALS AND HELPFUL RESOURCES. 1551432 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 15 0 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AR CA CT FL GA HI IL KS KY MA MD ME MN MS NC NH NJ NM NY OK OR PA RI SC TN UT VA WI WV X JENNIFER MAHER 6234450933 4848 E CACTUS RD 505-304 SCOTTSDALE AZ 85254 CHRIS BLANCHETTE PRESIDENT/CHAIRMAN 1.00 X X 0 0 0 MONICA STOICA TREASURER 1.00 X X 0 0 0 JENNIFER MAHER SECRETARY/EXECUTIVE DIRECTOR 40.00 X X 214178 0 18698 ANGELA BABIN VICE CHAIR 1.00 X X 0 0 0 WARREN DEBARDELABEN IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 BARRY FODOR DIRECTOR 1.00 X 0 0 0 DAN HANCOCK DIRECTOR 1.00 X 0 0 0 DENISE KINGSTROM FERNANDEZ DIRECTOR 1.00 X 0 0 0 JOHN HEENAN DIRECTOR 1.00 X 0 0 0 MIKE HOFFMAN DIRECTOR 1.00 X 0 0 0 GREG RINTALA DIRECTOR 1.00 X 0 0 0 TONY SCIARRA DIRECTOR 1.00 X 0 0 0 KIM MCCULLOUGH DIRECTOR 1.00 X 0 0 0 CODY METCALF DIRECTOR 1.00 X 0 0 0 DAVID MADEIRA DIRECTOR 1.00 X 0 0 0 GREG ULRICH DIRECTOR (LEFT 2020) 1.00 X 0 0 0 LISA MATTKE DIRECTOR OF OPERATIONS 40.00 X 140366 0 17416 TINA SMITH DIRECTOR NATIONAL PARTNERSHIPS 40.00 X 129234 0 6535 MICHAEL PRESSENDO CHIEF MARKETING & STRATEGY OFFICER 40.00 X 177657 0 12394 661435 0 55043 4 0 1 0 QUORUM IT LLC 13020 N 82ND ST SCOTTSDALE AZ 85260 SOFTWARE DEVELOPMENT 297710 1 5613 2322885 52457 2328498 32819 32819 465509 386955 78554 78554 78554 OTHER INCOME 900099 3939 3939 3939 2443810 0 0 115312 X 1089297 1089297 232876 116438 69862 46576 278238 46723 124350 107165 41331 -48 27046 14333 18591 10311 5330 2950 4640 4640 26795 26795 23242 23242 240526 130615 59509 50402 126562 108295 16 18251 12541 3326 8754 461 36742 18943 14761 3038 9460 2541 3797 3122 21698 21698 12479 3293 9186 2175018 1551432 377288 246298 387969 618980 1274414 644395 3500 900 1150342 456874 417457 693468 2123657 2327597 2761 0 4209758 4285340 141305 45602 109237 217595 150900 65043 250542 479140 X 528291 919937 3430925 2886263 3959216 3806200 4209758 4285340 X 268792 116692 -607561 69061 X X 0 1 X 1 0 X 2139052 2394411 3051966 2727893 2328498 12641820 2139052 2394411 3051966 2727893 2328498 12641820 5914861 6726959 29398 25873 42852 54868 32819 185810 1273 1366 3939 6578 12834208 0.52410 0.52240 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 1,273. 2019 AMOUNT: $ 1,366. 2020 AMOUNT: $ 3,939. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 503129 456874 46255 647213 647213 693468 X 3222467 116692 616146 69061 801899 2420568 23242 23242 2443810 3375483 1223707 1223707 2151776 23242 23242 2175018 PART X, LINE 2: THE FOUNDATION IS ORGANIZED AS A NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN FOUNDATION DESCRIBED IN SECTION 501(C)(3) AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). ACCORDINGLY, CONTRIBUTIONS TO IT QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A). THE FOUNDATION IS ANNUALLY REQUIRED TO FILE A RETURN OF FOUNDATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE FOUNDATION IS GENERALLY SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE. THE FOUNDATION HAS DETERMINED THE FOUNDATION HAS NO TAXABLE UNRELATED BUSINESS INCOME AND IT HAS NOT FILED THE EXEMPT FOUNDATION BUSINESS INCOME TAX RETURN (IRS FORM 990-T), OR ITS ARIZONA EQUIVALENT, FORM 99-T. THE FOUNDATION HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FOUNDATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. 1 CHS PLATFORM 53 30155 FOOD PLATFORM 623 16200 LIFE PLATFORM 161 110825 OUTSTANDING STUDENT MERIT AWARD 8 29500 PED-MSAT PLATFORM 102 278851 PED-RELO PLATFORM 104 90609 STRONG PLATFORM 84 55500 TUI PLATFORM 175 407953 VETERANS 52 47150 MISCELLANEOUS TOOLS AND GIFT CARDS 22554 PART I, LINE 2: STUDENTS APPLY FOR A SCHOLARSHIP OR GRANT BASED ON ESTABLISHED CRITERIA AND MONEY AVAILABLE. GRANT FUNDS ARE DISBURSED AS NEEDED AS LONG AS THE STUDENT PROVIDES THE NECESSARY DOCUMENTATION. STUDENTS APPLY FOR A PARTICULAR SCHOLARSHIP BASED ON ESTABLISHED CRITERIA, COMPLETE THE APPLICATION FORM AND SUBMIT IT BY THE STATED DEADLINE. EACH SCHOLARSHIP FUND SETS THE NUMBER OF AWARDS PER YEAR. SCHOLARSHIP AWARDS ARE PAID DIRECTLY TO THE SCHOOL TO ENSURE PROPER USE FOR TUITION AND OTHER APPROVED EXPENSES. HARDSHIP ASSISTANCE IS MONITORED TYPICALLY BY PAYING BASIC-NEED EXPENSES (HOUSING, UTILITIES, ETC) BASED ON THE SUBMISSION OF SUPPORTING DOCUMENTATION. PAYMENTS ARE GENERALLY PAID DIRECTLY TO THE SERVICE PROVIDER TO ASSURE APPROPRIATE USE OF THE FUNDS. THE FOOD PANTRY PROGRAM PROVIDES FINANCIALLY DISTRESSED STUDENTS WITH SMALL QUANTITIES OF FOOD STAPLES. SUBSEQUENT TO THE FOOD PANTRY GRANT, NO FURTHER MONITORING IS CONSIDERED NECESSARY OR APPROPRIATE. THE NUMBER OF FOOD PANTRY RECIPIENTS IS AN ESTIMATE OF ASSISTANCE INSTANCES BASED ON CASUAL OBSERVATION. THE FOUNDATION DOES NOT ATTEMPT TO ESTIMATE THE NUMBER OF UNIQUE RECIPIENTS. X 0 0 0 0 0 0 0 1 0 JENNIFER MAHER SECRETARY/EXECUTIVE DIRECTOR 182566 0 24010 0 7602 0 0 0 18698 0 232876 0 0 0 MICHAEL PRESSENDO CHIEF MARKETING & STRATEGY OFFICER 168798 0 8859 0 0 0 0 0 12394 0 190051 0 0 0 LISA MATTKE DIRECTOR OF OPERATIONS 131675 0 8691 0 0 0 0 0 17416 0 157782 0 0 0 PART I, LINE 4 THE EXECUTIVE DIRECTOR'S SERVICES TO THE ORGANIZATION WERE PROVIDED UNDER A SECONDMENT AGREEMENT BETWEEN THE ORGANIZATION AND UNIVERSAL TECHNICAL INSTITUTE, AN UNRELATED ORGANIZATION, WHICH ENDED 9/30/20. TECHFORCE THEN ESTABLISHED ITS OWN PAYROLL AND HIRED THE EXECUTIVE DIRECTOR AS WELL AS THE OTHER EMPLOYEES DIRECTLY. THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS. PART I, LINE 7 THE BONUSES ARE BASED ON GOALS ACHIEVED AND BY THE DISCRETION OF THE BOARD. QUORUM IT OWNED BY SPOUSE OF EXECUTIVE DIRECTOR 297710 SOFTWARE DEVELOPMENT 0 SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS DURING 2018, THE FOUNDATION'S BOARD OF DIRECTORS APPROVED A CAPITAL EXPENDITURE FOLLOWING A FORMALLY VETTED REQUEST FOR PROPOSAL PROCESS FROM WHICH THE EXECUTIVE DIRECTOR RECUSED HERSELF. THE SELECTED ENTITY IS OWNED BY A FAMILY MEMBER OF THE EXECUTIVE DIRECTOR. X P-CARD DONATIONS 1 28445 FAIR VALUE X TOOLS, MERCHANDISE, GIFT CARDS 5 24012 FAIR VALUE 0 0 1 0 PART I, COLUMN (B): COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE CONSISTS OF THREE OR MORE DIRECTORS AND MAY EXERCISE WHEN THE BOARD IS IN SESSION, ALL OF THE POWERS OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE FOUNDATION WITH THE EXCEPTION OF NONDELEGABLE POWERS PROVIDED. HOWEVER, THE EXECUTIVE COMMITTEE MUST REPORT IN WRITING TO THE BOARD AT THE NEXT MEETING OF THE BOARD ALL THE ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE BETWEEN MEETINGS OF THE BOARD. THE EXECUTIVE COMMITTEE MAY NOT FILL VACANCIES ON THE BOARD OR ON ANY COMMITTEE OF THE BOARD, ADOPT, AMEND OR REPEAL THE ARTICLES OF INCORPORATION OR BYLAWS OF THE FOUNDATION, AND MAY NOT FIX COMPENSATION OF THE DIRECTORS AS SUCH POWERS ARE NONDELEGABLE PURSUANT TO THE FOUNDATION'S BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE THE DRAFT IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT AND ANY CHANGES INCORPORATED INTO THE FILING. ONCE THIS DETAILED REVIEW IS COMPLETE, THE DRAFT OF THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENTS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH DIRECTOR, OFFICER AND MEMBER OF A COMMITTEE WITH BOARD AUTHORIZED POWERS SIGNS A STATEMENT WHICH AFFIRMS (S)HE HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, READ AND UNDERSTANDS THE POLICY, AGREES TO COMPLY WITH THE POLICY AND UNDERSTANDS THE FOUNDATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OF MORE OF ITS TAX-EXEMPT PURPOSES. THE ORGANIZATION ALSO CONDUCTS PERIODIC REVIEWS TO ENSURE THE FOUNDATION OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSE. THESE REVIEWS SPECIFICALLY LOOK AT COMPENSATION ARRANGEMENTS WITH DISQUALIFIED PERSONS AND WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE FOUNDATION'S WRITTEN POLICIES. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S SERVICES TO THE ORGANIZATION WERE PROVIDED UNDER A SECONDMENT AGREEMENT BETWEEN THE ORGANIZATION AND UNIVERSAL TECHNICAL INSTITUTE, AN UNRELATED ORGANIZATION, WHICH ENDED 9/30/20. TECHFORCE THEN ESTABLISHED ITS OWN PAYROLL AND HIRED THE EXECUTIVE DIRECTOR AS WELL AS THE OTHER EMPLOYEES DIRECTLY. THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS. THE FOUNDATION DOES NOT HAVE ANY OTHER OFFICES OR KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS FORM 1023, FORM 990 RETURNS, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC FOR INSPECTION UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 130,615. MANAGEMENT AND GENERAL EXPENSES 59,509. FUNDRAISING EXPENSES 50,402. TOTAL EXPENSES 240,526. FORM 990, PART XI, LINE 9: SCHOLARSHIP REFUNDS 69,061. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.