2020-01-09T16:24:06-06:00 2019-09-30 840636698 OSBORNE PARSONS & ROSACKER LLP 601 NORTH NEVADA AVENUE COLORADO SPRINGS CO 80903 990 2018-10-01 481003869 MAKING CHANGE MAKI 7193378946 PO BOX 237 NO 200 COLORADO SPRINGS CO 80903 DAVID SCHOEDER TREASURER 7193378946 2020-01-09 1 MITCHELL DOWNS CPA P00831972 7196362321 50.243.149.141 2020-01-09 15:22:48 MS P 3CE8BE6BA6199555147C46A5220DB8BD7F3A4431 6E9CBBB50E8ECFAD4DED8BE9BE6B2AD2DCECA9CC 2018 2020-09-23 17:36:50Z DAVID MCCONNELL JR PO BOX 237 COLORADO SPRINGS CO 80903 4538376 0 X WWW.MAKINGCHANGE.ORG X 1985 DC TO FUND SELF-HELP COMMUNITY DEVELOPMENT PROGRAMS/PROJECTS IN THE UNITED STATES. 16 16 3 0 0 0 6573393 4538376 0 0 0 0 2715 0 6576108 4538376 5971257 4114204 0 0 403889 103267 0 0 76627 242169 174865 6617315 4392336 -41207 146040 628123 97648 110948 1295 517175 96353 MAKING CHANGE, FORMALLY KNOWN AS FICAH, WAS INCORPORATED ON JULY 23, 1985, FOR THE PURPOSE OF SOLICITING CONTRIBUTIONS FROM CORPORATE AND PRIVATE SOURCES WITHIN THE RETAIL INDUSTRY TO FUND SELF-HELP COMMUNITY DEVELOPMENT PROJECTS THROUGHOUT THE UNITED STATES. 0 0 4171463 4114204 MAKING CHANGE IS A 501(C)(3) NON-PROFIT ORGANIZATION THAT PROMOTES HUNGER RELIEF, HUMAN DIGNITY, WELLNESS, AND SELF-SUFFICIENT COMMUNITIES. WE DO THIS BY ENABLING OUR RETAIL PARTNERS TO SOLICIT DONATIONS FROM THEIR SHOPPERS TO PROVIDE SUPPORT OF NON-PROFIT AGENCIES (FULLY VETTED BY MAKING CHANGE AS A LEGITIMATE 501(C)(3) PRIOR TO DISBURSEMENT OF FUNDING) WHOSE MISSIONS ARE TO PROMOTE SELF-SUFFICIENCY WITHIN THE COMMUNITIES OUR RETAIL PARTNERS SERVE. WE FACILITATE THE COLLECTION OF THESE DONATIONS VIA THE DEVELOPMENT OF IN-STORE POINT-OF-PURCHASE MATERIALS (LOCATED AT THE CHECK STAND) THAT ALLOWS SHOPPERS (THE DONORS) TO CONTRIBUTE FUNDS AS THEY COMPLETE THEIR IN-STORE PURCHASES. 4171463 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 8 0 1 3 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X DAVID MCCONNELL JR 7193096742 PO BOX 237 COLORADO SPRINGS CO 80903 ALFRED P SKIP ALDRIDGE III TRUSTEE 2.00 X 0 0 0 MARK BATENIC TRUSTEE 2.00 X 0 0 0 DENNIS BELCASTRO VICE CHAIRMAN 2.00 X X 0 0 0 JOE BIVONA TRUSTEE 2.00 X 0 0 0 RICK BRINDLE TRUSTEE 2.00 X 0 0 0 MARIA BROUS TRUSTEE 2.00 X 0 0 0 FRANCIS CAMERON TRUSTEE 2.00 X 0 0 0 DAGMAR FARR TRUSTEE 2.00 X 0 0 0 DAVE JONES CHAIRMAN 4.00 X X 0 0 0 PETER LARKIN TRUSTEE 2.00 X 0 0 0 JOHN MAYER TRUSTEE 2.00 X 0 0 0 MICHAEL NEEDLER JR SECRETARY 2.00 X X 0 0 0 DAVID ORGEL TRUSTEE 2.00 X 0 0 0 ART POTASH TRUSTEE 2.00 X 0 0 0 DAVID W SCHOEDER TREASURER 4.00 X X 0 0 0 CHRIS WITTE TRUSTEE 2.00 X 0 0 0 DAVID MCCONNELL PRESIDENT/CEO 50.00 X 305833 0 0 305833 0 0 1 0 1 0 0 4538376 4538376 4538376 0 0 0 4114204 4114204 100282 36350 32487 31445 2985 1082 967 936 17553 17553 30735 30735 80959 18074 56860 6025 906 906 2239 729 853 657 1256 1256 182 182 642 642 2007 2007 MATERIALS 33419 33419 TELEPHONE 1298 204 944 150 WEBSITE MAINTENANCE 1276 638 638 POSTAGE AND SHIPPING 748 563 185 1645 1098 547 4392336 4171463 144246 76627 618230 95857 326 4056 0 5511 0 1791 628123 97648 943 750 110005 0 545 110948 1295 X 517175 96353 517175 96353 628123 97648 X 146040 -566862 X X 0 1 X 1 0 X 4849550 4585884 6049982 6573393 4538376 26597185 4849550 4585884 6049982 6573393 4538376 26597185 26597185 5902 3821 483 10206 168 2715 2883 26610274 0.99950 0.99930 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2016 AMOUNT: $ 168. 2017 AMOUNT: $ 2,715. 0 ACCRUED ESTIMATED COSTS TO LIQUIDATE 545 545 X 4538376 0 4538376 0 4538376 4392336 0 4392336 0 4392336 PART X, LINE 2: MAKING CHANGE'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. MAKING CHANGE IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. 1 MONTGOMERY AREA FOOD BANK 521 TRADE CENTER STREET MONTGOMERY AL 36108 630931846 501(C)(3) TO HELP FULFILL MAKING CHANGE'S CORPORATE MISSION OF ALLEVIATING HUNGER. PART I, LINE 2: CAMPAIGN PARTICIPANTS MAY NOMINATE COMMUNITY 501(C)(3) NONPROFITS TO RECEIVE AN AGREED UPON AMOUNT OF THE TOTAL FUNDS COLLECTED. BECAUSE CAMPAIGN FUNDS ARE COLLECTED USING MAKING CHANGE'S CHARITABLE TAX EXEMPTION, ALL RECIPIENTS OF LOCAL GRANTS MUST BE CHARITABLE ORGANIZATIONS DULY REGISTERED AND IN GOOD STANDING WITH THE IRS. THE NON-PROFIT'S "501(C)(3) DETERMINATION LETTER OR OTHER PROOF OF THEIR NON-PROFIT STATUS MUST BE READILY AVAILABLE. THE ORGANIZATION'S VICE PRESIDENT FOR PROGRAM DEVELOPMENT REVIEWS THE 501(C)(3) PUBLIC CHARITIES THAT ARE NOMINATED BY EACH RETAILER, AND MAKING CHANGE SHALL REQUEST ALTERNATIVE NOMINATIONS IN CASES WHERE NOMINEES DO NOT MEET THESE REQUIREMENTS. X X X 0 0 0 0 0 0 0 0 0 DAVID MCCONNELL PRESIDENT/CEO 305833 0 0 0 0 0 0 0 0 0 305833 0 0 0 PART I, LINE 3 THE EXECUTIVE BOARD SETS THE COMPENSATION FOR THE PRESIDENT/CEO AT HIRING AND ANNUALLY. DAVID MCCONNELL PRESIDENT & CEO OF ORGANIZATION 30000 DAVID MCCONNELL'S WIFE, ANN MCCONNELL, IS EMPLOYED BY THE ORGANIZATION AS THE FINANCE MANAGER/BOOKKEEPER. 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS MAILED TO EACH TRUSTEE FOR REVIEW AND COMMENT BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE SHALL BE RESPONSIBLE FOR DISCLOSING TO THE CORPORATION ANY MATTER THAT WOULD MAKE SUCH TRUSTEE AN "INTERESTED PERSON" WITHIN THE MEANING OF THE LAW. IN ADDITION, AT ANY TIME THE BOARD OF TRUSTEES OR THE EXECUTIVE BOARD SHALL HAVE NOT MORE THAN FORTY-NINE PERCENT (49%) OF THE TRUSTEES OR MEMBERS AS "INTERESTED PERSONS" DEFINED AS (A) ANY PERSON BEING COMPENSATED BY THE CORPORATION FOR SERVICES RENDERED TO IT WITHIN THE PREVIOUS 12 MONTHS, WHETHER AS A FULL-TIME OR PART-TIME EMPLOYEE, INDEPENDENT CONTRACTOR OR OTHERWISE; AND (B) ANY BROTHER, SISTER, ANCESTOR, DESCENDANT, SPOUSE, BROTHER-IN-LAW, SISTER-IN-LAW, SON-IN-LAW, DAUGHTER-IN-LAW, MOTHER-IN-LAW OR FATHER-IN-LAW OF ANY SUCH PERSON. NOTHWITHSTANDING THE FOREGOING, ANY VIOLATION OF THE PROVISION OF THIS SECTION SHALL NOT AFFECT THE VALIDITY OR ENFORCEABILITY OF ANY TRANSACTION ENTERED INTO BY THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 15A CHIEF EXECUTIVE OFFICER (CEO) COMPENSATION IS DETERMINED BY THE EXECUTIVE BOARD OF TRUSTEES UTILIZING INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DECISION MAKING PROCESS. THE PRESIDENT/CEO DETERMINES ALL OTHER OFFICER AND/OR KEY EMPLOYEE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN NET ASSETS TO LIQUIDATION BASIS OF ACCOUNTING -566,862. FORM 990, PART XII, LINE 1: MAKING CHANGE'S BOARD OF DIRECTORS APPROVED A PLAN OF DISSOLUTION ON MARCH 18, 2019, AND THE ORGANIZATION DETERMINED, THEREFORE, THAT LIQUIDATION IS IMMINENT. AS A RESULT, THE ORGANIZATION CHANGED ITS BASIS OF ACCOUNTING ON MARCH 18, 2019, FROM THE ACCRUAL BASIS TO A LIQUIDATION BASIS. FORM 990, PART XII, LINE 2C: NO CHANGES IN RESPONSIBILITY FROM PRIOR YEAR.