2025-10-04T09:50:01-05:00 2024-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2024-01-01 832352971 BOLD TRAINING INSTITUTE INC BOLD 3055908224 148 COMMERCE ST 1202 HAWKINSVILLE GA 31036 DENISE PERRY CO-EXECUTIVE DIRECTOR 3055908224 2025-10-04 1 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2024 2025-03-06 01:10:19Z DENISE PERRY 148 COMMERCE ST 1202 HAWKINSVILLE GA 31036 4983623 0 X WWW.BOLDTRAINING.INSTITUTE X 2018 MD SEE PART III, LINE 1. 9 8 20 8 0 0 1115570 4384449 0 378120 53052 221041 8009 13 1176631 4983623 0 0 0 0 500034 2622240 0 0 634933 310986 2201457 811020 4823697 365611 159926 19633875 20087267 186136 479602 19447739 19607665 BOLD IS A CATALYST FOR TRANSFORMATIVE LEADERSHIP. THROUGH TRAINING, PROJETC INCUBATION, AND NETWORK CULTIVATION BOLD SUPPORTS THE INFRASTRUCTURE OF DEEPLY IMPACTFUL, POWERFUL, AND COORDINATED MOVEMENTS. 0 0 3121252 378120 OUR TRAINING'S HAVE DEMONSTRATED SIGNIFICANT IMPACT IN FOSTERING EFFECTIVE LEADERSHIP AND DRIVING POSITIVE CHANGE. OUR SOMATIC-BASED APPROACH TO LEADERSHIP DEVELOPMENT LEADS TO GREATER SELF-AWARENESS AND MORE CHOICEFUL DECISION-MAKING FOR LEADERS IMMERSED IN ENVIRONMENTS WHERE THE ONLY CONSTANT IS CHANGE. PARTICIPANTS REPORT DEVELOPING RESILIENT PRACTICES, A DEEPER UNDERSTANDING OF SELF, AND DEEP CONNECTIONS WITH FUTURE ACCOUNTABILITY AND THOUGHT PARTNERS. 3121252 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 15 0 1 20 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL MA SC MD X LAWRENCE WHITING 3055908224 148 COMMERCE ST SUITE 1202 HAWKINSVILLE GA 31036 DENISE PERRY PRESIDENT 40.00 X X 143466 0 0 JENNIFER TOLES SECRETARY (TO 12/15/24) 40.00 X X 124902 0 0 DANIELLE MAHONES VICE PRESIDENT (TO 12/15/24) 40.00 X X 0 0 0 MAURICE WEEKS TREASURER (TO 08/08/24) 40.00 X X 0 0 0 INGRID BENEDICT BOARD CHAIR 40.00 X 0 0 0 STEPHANIE SNEED TREASURER 1.00 X 0 0 0 AJA TAYLOR VICE CHAIR 1.00 X 0 0 0 NATHANIEL WILLIAMS BOARD MEMBER (TO 12/15/24 1.00 X 0 0 0 KWESI CHAPPIN BOARD MEMBER 1.00 X 0 0 0 JUSTIN SHEPHERD BOARD MEMBER 1.00 X 0 0 0 INGRID BENEDICT BOARD MEMBER 1.00 X 0 0 0 OLA OSAZE BOARD MEMBER 1.00 X 0 0 0 ELIANA GREEN BOARD MEMBER 1.00 X 0 0 0 268368 0 0 2 0 0 0 0 4384449 4384449 TRAINING 900099 378120 378120 378120 221041 221041 OTHER REVENUE 900099 13 13 13 4983623 378120 0 221054 X 268368 203808 43040 21520 2268127 1398054 504115 365958 72994 4795 67719 480 12751 12751 37850 2850 35000 70834 70834 1006983 763639 13317 230027 117021 107820 8622 579 46648 3026 35872 7750 75317 74147 1153 17 462426 448611 7017 6798 89178 82869 6255 54 97467 97467 35412 35412 OTHER EXPENSES 85594 13001 71534 1059 REPAIRS & MAINTENANCE 47603 7867 39169 567 STAFF RECRUITMENT 18952 8496 10332 124 PROCESSING FEES 10172 2269 7903 4823697 3121252 1067512 634933 2256046 191749 14231294 15960037 813268 1025767 38825 50252 150883 2911346 191340 2283015 2720006 19633875 20087267 186136 479602 186136 479602 X 17793585 18502442 1654154 1105223 19447739 19607665 19633875 20087267 159926 0 X 0 1 X 1 0 X 18494479 5070924 1115570 4384449 29065422 18494479 5070924 1115570 4384449 29065422 15688905 13376517 4547 156897 53052 221041 435537 2157 8009 13 10179 29511138 243602 0.45330 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2022 AMOUNT: $ 2,157. 2023 AMOUNT: $ 8,009. 2024 AMOUNT: $ 13. PART II, SHORT YEAR EXPLANATION BOLD BEGAN OPERATIONS APRIL 2022 THEREFORE, THE 2021 COLUMN REFLECTS SHORT-YEAR ACTIVITY. BOLD ALSO UNDERWENT A CHANGE IN ACCOUNTING PERIOD IN 2023 THEREFORE, THE 2023 COLUMN REFLECTS SHORT-YEAR ACTIVITY RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 365415 365415 2379394 130496 2248898 166537 60844 105693 2720006 4983623 0 4983623 0 4983623 4823697 0 4823697 0 4823697 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY OUTSIDE ACCOUNTANTS AND A COPY WAS PROVIDED TO THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C RELATED PARTIES OF BOLD ARE EXPECTED TO COMMIT THEMSELVES TO ETHICAL AND PROFESSIONAL CONDUCT. THIS INCLUDES THE PROPER USE OF AUTHORITY AND APPROPRIATE DECORUM. RELATED PARTIES MUST REPRESENT UNCONFLICTED LOYALTY TO THE INTEREST OF BOLD. THIS ACCOUNTABILITY SUPERSEDES ANY CONFLICTING LOYALTY SUCH AS THAT TO ADVOCACY OR INTEREST GROUPS, BUSINESS INTERESTS, PERSONAL INTERESTS, OR PAID OR VOLUNTEER SERVICE TO OTHER ORGANIZATIONS. IT ALSO SUPERSEDES THE PERSONAL INTEREST OF ANY STAFF OR VOLUNTEER MEMBER ACTING AS A CONSUMER OR CLIENT OF BOLD'S SERVICES. IT IS THE POLICY OF BOLD THAT ANY RELATED PARTY TRANSACTION SHALL ABIDE BY THE PROCEDURES OUTLINED IN BOLD'S CONFLICT OF INTEREST PROCEDURES, WHICH REQUIRES BOARD DISCUSSION AND APPROVAL. THERE MAY BE NO SELF-DEALING OR ANY CONDUCT OF PRIVATE BUSINESS OR PERSONAL SERVICES BETWEEN ANY RELATED PARTY AND BOLD EXCEPT THOSE CONDUCTED IN AN OPEN, AND OBJECTIVE MANNER TO ENSURE EQUAL COMPETITIVE OPPORTUNITY AND EQUAL ACCESS TO INFORMATION. BOARD AND VOLUNTEER COMMITTEE MEMBERS MAY NOT ATTEMPT TO EXERCISE INDIVIDUAL AUTHORITY OVER THE POLICIES AND OPERATIONS OF BOLD EXCEPT THROUGH THEIR ROLES AS VOTING MEMBERS OF THE BOARD OR VOLUNTEER COMMITTEES. STAFF MEMBERS MAY NOT ATTEMPT TO EXERCISE INDIVIDUAL AUTHORITY OVER THE POLICIES AND OPERATIONS OF BOLD EXCEPT THROUGH THEIR SPECIFIC JOB RESPONSIBILITIES AND ESTABLISHED SUPERVISORY STRUCTURE. THIS POLICY REQUIRES THAT THE EXISTENCE OF ANY OF THE RELATIONSHIPS OR INTERESTS DESCRIBED IN ARTICLE V SHALL BE DISCLOSED BEFORE ANY TRANSACTION IS INITIATED OR FINALIZED. IT SHALL BE THE CONTINUING RESPONSIBILITY OF THE BOARD, OFFICERS, AND KEY PERSONS TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE SUCH DISCLOSURES. THIS CONFLICT OF INTEREST POLICY SHALL, IN ADDITION TO BOLD'S CONFLICT OF INTEREST PROCEDURES, BE PROVIDED TO EACH SUCH PERSON AT THE TIME THAT THEY ARE ASKED TO SERVE BOLD. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD DISCUSSES AND DECIDES COLA INCREASES IN EXECUTIVE SESSION DURING WHICH THE PRESIDENT/ED IS RECUSED ALONG WITH OTHER IMPACTED TOP MANAGEMENT. THE REVIEW WAS BASED ON COMPARABILITY DATA AND THERE WAS CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION PROCESS AS THE BOARD REVIEWED AND APPROVED THE DECISION. THE DATE OF THE MOST RECENT REVIEW WAS AUGUST 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G TRAINER: PROGRAM SERVICE EXPENSES 225,050. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 225,050. PRODUCTION & EDITING: PROGRAM SERVICE EXPENSES 11,510. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,510. CHILDCARE: PROGRAM SERVICE EXPENSES 5,746. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,746. FACILITATORS: PROGRAM SERVICE EXPENSES 20,350. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,350. SECURITY: PROGRAM SERVICE EXPENSES 2,100. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,100. TECHNOLOGY SUPPORT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 21. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21. ARCHITECTURE/ELEC/PLUMBING/INTERIOR/CEILING/REMODEL: PROGRAM SERVICE EXPENSES 51,092. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,092. ORGANIZATIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 39,500. MANAGEMENT AND GENERAL EXPENSES 12,496. FUNDRAISING EXPENSES 65,027. TOTAL EXPENSES 117,023. FUNDRAISING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 165,000. TOTAL EXPENSES 165,000. OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 408,291. MANAGEMENT AND GENERAL EXPENSES 800. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 409,091. HARRIETS MAROON FUTURES LLC 388 POPE RD PINEVIEW GA 31071 HMF LLC GA BOLD