2020-07-23T15:06:43-05:00 2019-09-30 273605969 CBIZ MHM LLC 13577 FEATHER SOUND DR SUITE 400 CLEARWATER FL 337625539 990 2018-10-01 593015432 MACDONALD TRAINING CENTER FOUNDATION INC MACD 8138701300 5420 W CYPRESS ST TAMPA FL 33607 JUDITH DESTASIO CFO 8138701300 2020-07-23 1 PAUL DUNHAM P00100222 7275721400 71.41.95.34 2020-07-23 09:12:21 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 569D810AF00E888E09A326DEEE3447CABDDC35BC 2018 2020-09-23 17:36:50Z KARENNE LEVY 5420 W CYPRESS ST TAMPA FL 33607 1785644 0 X WWW.MACDONALDCENTER.ORG X 1990 FL TO PROVIDE SUPPORT FOR THE MISSION OF MACDONALD TRAINING CENTER, INC. 6 6 0 50 0 0 159346 904110 0 0 133676 171763 -44564 -43165 248458 1032708 123535 69601 0 0 0 0 0 0 21111 143942 145295 267477 214896 -19019 817812 2478578 3442074 5770 88667 2472808 3353407 X MACDONALD TRAINING CENTER FOUNDATION'S EXCLUSIVE PURPOSE IS TO PROVIDE SUPPORT FOR THE MISSION OF MACDONALD TRAINING CENTER, INC. (MTC), AN AFFILIATED CORPORATION ENTITY EXEMPT FROM TAXATION UNDER IRS CODE SECTION 501(C)(3). (CONTINUED ON SCHEDULE O)SUCH SUPPORT INCLUDES FINANCIAL SUPPORT THROUGH CONTRIBUTIONS AND FUNDRAISING ACTIVITIES AND SPONSORING PROGRAMS AND EVENTS TO INCREASE COMMUNITY AWARENESS OF MTC AND ITS MISSION. MTC EMPOWERS PEOPLE WITH DISABILITIES TO LEAD THE LIVES THEY CHOOSE THROUGH THE PROVISION OF INNOVATIVE, HIGH QUALITY, VOCATIONAL AND LIFE ENRICHMENT DAY SERVICES, SUPPORTED LIVING SERVICES, AND EMPLOYMENT SERVICES DESIGNED TO SHATTER TRADITIONAL SOCIETAL BARRIERS. 0 0 69601 69601 THE ORGANIZATION'S EXCLUSIVE PURPOSE IS TO PROVIDE RESOURCES IN SUPPORT OF THE ONGOING MISSION OF MACDONALD TRAINING CENTER, INC. (MTC), A RELATED ENTITY EXEMPT FROM TAXATION UNDER IRS CODE SECTION 501(C)(3). MACDONALD TRAINING CENTER EMPOWERS PEOPLE WITH DISABILITIES TO LEAD THE LIVES THEY CHOOSE THROUGH THE PROVISION OF INNOVATIVE, HIGH QUALITY, VOCATIONAL AND LIFE ENRICHMENT DAY SERVICES, SUPPORTED LIVING SERVICES, AND EMPLOYMENT SERVICES DESIGNED TO SHATTER TRADITIONAL SOCIETAL BARRIERS. 69601 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 FL X X X JUDITH DESTASIO CFO 8138701300 5420 W CYPRESS ST TAMPA FL 33607 AARON SILBERMAN CHAIR 2.00 0.00 X 0 0 0 JERRY E FOGARTY III VICE CHAIR/TREASURER 2.00 0.00 X 0 0 0 PHILLIP A BAUMANN SECRETARY 2.00 0.00 X 0 0 0 J RICHARD CASKEY DIRECTOR (4/17/19-PRESENT) 2.00 0.00 X 0 0 0 BOB FERGUSON DIRECTOR 2.00 0.00 X 0 0 0 RICK NAFE DIRECTOR 2.00 0.00 X 0 0 0 KARENNE LEVY PRESIDENT/CEO 10.00 30.00 X 0 131500 0 JUDITH DESTASIO CFO 4.00 36.00 X 0 102608 678 0 234108 678 0 0 0 0 0 134884 741122 28104 904110 75271 75271 796461 699969 96492 96492 96492 9802 134884 52967 -43165 -43165 1032708 0 0 128598 66671 66671 2930 2930 6504 6504 28184 28184 3540 3540 3232 3232 4693 4693 167 167 2500 2500 ADMINISTRATIVE CHARGES 96000 96000 475 475 214896 69601 124184 21111 76086 49453 5524 4474 1315 1315 1750 5150 25600 18148 9954 7452 2255378 3360344 128571 13886 2478578 3442074 2770 3192 3000 0 85475 5770 88667 X 2464984 3346633 7824 6774 2472808 3353407 2478578 3442074 817812 62787 0 X X 0 1 X 1 0 X 189687 178407 72669 159346 904110 1504219 189687 178407 72669 159346 904110 1504219 705209 799010 81609 45770 44991 43773 75271 291414 1795633 0.44500 0.70220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2174049 318916 205974 102527 2596412 1862033 215101 196258 99343 2174049 1489839 196783 273332 97921 1862033 1354078 227518 116899 208656 1489839 1717859 78214 -52834 389161 1354078 1.00000 0.00000 0.00000 0 0 25600 18148 7452 7452 DUE TO AFFILIATE 85475 85475 X 1085275 62787 121803 184590 900685 28184 103839 132023 1032708 308515 121803 121803 186712 28184 28184 214896 PART V, LINE 4: THE BOARD OF DIRECTORS OF MACDONALD TRAINING CENTER FOUNDATION, INC. HAS DESIGNATED A PORTION OF THE UNRESTRICTED NET ASSETS AS A GENERAL ENDOWMENT FUND TO SUPPORT THE MISSION OF THE ORGANIZATION. THE CHASE FAMILY ESTABLISHED A TRUST IN MEMORY OF THEIR SON, ROBERT, WHO VOLUNTEERED AT MACDONALD TRAINING CENTER IN THE LATE 1960'S. ROBERT'S UNSELFISH DEDICATION TO HELPING PEOPLE WITH DEVELOPMENTAL DISABILITIES SPANNED HIS LIFETIME UNTIL HIS UNTIMELY DEATH IN MAY OF 1994. THE ROBERT CHASE MEMORIAL FUND WAS ESTABLISHED IN MAY 1995 TO ALLOW PERSONS WHO ARE ON THE WAITING LIST FOR STATE FUNDING, WHO HAVE HAD THEIR SERVICES REDUCED, AND/OR WHO CANNOT AFFORD TO PAY FOR SERVICES, TO APPLY FOR THE SCHOLARSHIP IN ORDER TO RECEIVE NEEDED SERVICES FROM MACDONALD TRAINING CENTER, INC. PART X, LINE 2: THE ORGANIZATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A TAX-EXEMPT ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986. INCOME EARNED IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION IS TREATED AS A PUBLICLY SUPPORTED ORGANIZATION, AND NOT AS A PRIVATE FOUNDATION. ASC TOPIC 740, INCOME TAXES, CLARIFIES THE ACCOUNTING AND RECOGNITION FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE ORGANIZATION'S INCOME TAX RETURNS. THE ORGANIZATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY TAXING AUTHORITIES AND FILINGS FOR PERIODS AFTER FISCAL 2015 ARE OPEN FOR EXAMINATION. THE ORGANIZATION DOES NOT BELIEVE IT HAS ANY UNRECOGNIZED EXPOSURE RELATING TO UNCERTAIN TAX POSITIONS AT SEPTEMBER 30, 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: INTERCOMPANY TRANSFERS NET WITH INTERCOMPANY REVENUE 121,803. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT RETURN IN EXCESS OF AMOUNTS DESIGNATED FOR CURRENT OPERATIONS 103,839. PART XII, LINE 2D - OTHER ADJUSTMENTS: INTERCOMPANY TRANSFERS NET WITH INTERCOMPANY REVENUE 121,803. SHATTERING BARRIERS 110671 100869 9802 10712 16951 600 11221 TABLE IN THE PARK 30182 30182 4006 4941 280 140853 131051 9802 14718 21892 600 11501 48711 -38909 1 MACDONALD TRAINING CENTER INC 5420 W CYPRESS ST TAMPA FL 33607 590777827 501(C)(3) 66671 N/A N/A TO SUPPORT THE MISSION OF MACDONALD TRAINING CENTER, INC. 1 PART I, LINE 2: THE MISSION OF MACDONALD TRAINING CENTER FOUNDATION, INC. IS TO SUPPORT MACDONALD TRAINING CENTER, INC. THE COMMON MEMBER AND OFFICERS MONITOR HOW THE FUNDS ARE USED. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE FOUNDATION IS MACDONALD TRAINING CENTER HOLDING CO. (EIN: 59-3010536), A FLORIDA CORPORATION EXEMPT FROM INCOME TAX UNDER IRC SECTION 501(C)(3). FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER OF THE FOUNDATION ELECTS THE MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B A REPRESENTATIVE FROM THE CPA FIRM THAT PREPARES THE 990 PRESENTS AND REVIEWS THE RETURN WITH THE AUDIT COMMITTEE. UPON APPROVAL BY THE AUDIT COMMITTEE, THE 990 IS SUBMITTED TO ALL BOARD MEMBERS ALONG WITH ANY RECOMMENDATIONS FOR APPROVAL BY THE BOARD. AFTER APPROVAL, THE CPA FIRM FINALIZES AND FILES THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN THE ORGANIZATION'S CONFLICT OF INTEREST DECLARATION AND ARE REQUIRED TO IDENTIFY POSSIBLE OR POTENTIAL CONFLICTS OF INTEREST. THESE DECLARATIONS/DISCLOSURES ARE VALID FOR ONE FULL BOARD TERM FOR EACH BOARD MEMBER. THE SECRETARY OF THE BOARD IS ACCOUNTABLE FOR ENFORCING AND DOCUMENTING ANY CONFLICTS OF INTEREST AND IS THE DELEGATED AUTHORITY TO MONITOR AND ENFORCE THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE PRESIDENT/CEO IS SET BY MACDONALD TRAINING CENTER, INC., A RELATED NON-PROFIT ORGANIZATION; THEREFORE, THIS QUESTION IS ANSWERED "NO" IN ACCORDANCE WITH THE FORM INSTRUCTIONS. THE PROCESS MACDONALD TRAINING CENTER, INC. USES TO SET COMPENSATION IS DESCRIBED BELOW. THE PRESIDENT/CEO'S COMPENSATION IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD USING COMPARABLE DATA FROM SIMILAR ORGANIZATIONS, IN SIZE AND FUNCTION, FROM THE SURROUNDING GEOGRAPHIC AREA AS WELL AS ONE OR MORE RECOGNIZED, AUTHORITATIVE WAGE STUDY SUCH AS "NONPROFIT COMPENSATION & BENEFITS REPORTS" PUBLISHED ANNUALLY BY ROLLINS COLLEGE. THIS COMPENSATION DATA IS PROVIDED TO THE EXECUTIVE COMMITTEE OF THE BOARD BY HR FOR THEIR INFORMATION. A FORMAL EXECUTIVE COMPENSATION POLICY WAS ADOPTED BY THE BOARD OF DIRECTORS ON MAY 19, 2011. COMPENSATION FOR THE CFO POSITION IS REVIEWED AND APPROVED BY THE PRESIDENT/CEO USING COMPARABLE DATA AND COMPENSATION STUDIES. THIS COMPENSATION DATA IS PROVIDED TO THE PRESIDENT/CEO BY HR FOR HIS/HER INFORMATION. THE EXECUTIVE COMPENSATION POLICY ADOPTED BY THE BOARD OF DIRECTORS ON MAY 19, 2011, INCORPORATES COMPENSATION INFORMATION FOR OTHER KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE BY REQUEST. FORM 990, PART XII, LINE 2C: THE FOUNDATION IS INCLUDED IN THE COMBINED AUDIT OF MACDONALD TRAINING CENTER, INC. AND AFFILIATES. THE PROCESS USED TO OVERSEE THE COMBINED AUDIT IS DESCRIBED BELOW. MACDONALD TRAINING CENTER, INC. REQUIRES AN ANNUAL AUDIT BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM SELECTED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. UPON COMPLETION OF THE ANNUAL AUDIT, THE AUDIT COMMITTEE WILL MEET WITH THE CPA TO REVIEW THE AUDIT FINDINGS, THE AUDITOR'S REPORT, THE ACCOMPANYING FINANCIAL STATEMENTS AND THE MANAGEMENT LETTER AND FORMALLY RECOMMEND IT TO THE FULL BOARD FOR APPROVAL. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. MACDONALD TRAINING CENTER INC 5420 W CYPRESS STREET TAMPA FL 33607 590777827 EMPOWERS PEOPLE WITH DISABILITIES TO LEAD THE LIVES THEY CHOOSE FL 501(C)(3) LINE 7 MACDONALD TRAINING CENTER HOLDING CORP 0 MACDONALD TRAINING CENTER PROPERTIES INC 5420 W CYPRESS STREET TAMPA FL 33607 593010534 HOLDING TITLE TO REAL & PERSONAL PROPERTY FL 501(C)(2) MACDONALD TRAINING CENTER HOLDING CORP 0 MACDONALD TRAINING CENTER HOLDING CORP 5420 W CYPRESS STREET TAMPA FL 33607 593010536 HOLDING COMPANY FL 501(C)(3) LINE 7 N/A 0 0 1 1 1 1 0 0 0 0 0 0 1 1 1 1 0 0 0 0