BETA

NEW WORKFORCE DIRECTIONS INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
NEW WORKFORCE DIRECTIONS INC (EIN 27-2323749)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-12
IRS object ID
201923169349304447
Schema version
2018v3.1
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

FieldValueIRS element (for citing)
Return2019-11-12T14:20:45-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN480573184PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REGIER CARR & MONROE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14200 E SKELLY DRIVE SUITE 560AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74135ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN272323749EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NEW WORKFORCE DIRECTIONSBusinessNameLine1Txt
Business Name Line2DBA MADISON STRATEGIES GROUPBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlNEWWBusinessNameControlTxt
Phone9184422204PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1907 SOUTH DETROIT AVENUE 210AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74120ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKAREN PENNINGTONPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone9184422204PhoneNum
Signature2019-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKENNETH L THOMPSON CPAPreparerPersonNm
PTINP00138460PTIN
Phone9182715400PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address70.184.32.208IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-12IPDt
IP Tm10:50:42IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdA2167057EF8EF00D582416638E2A6FC903C5F372AtSubmissionCreationDeviceId
At Submission Filing Device Id8FE4B91EC8E727E56C18F71B380F276D9ECB3F74AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKAREN PENNINGTONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1907 SOUTH DETROIT AVENUE 210AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74120ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,855,826GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MADISONSTRATEGIES.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2011FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionMADISON STRATEGIES GROUP HELPS INDIVIDUALS REACH THEIR FULL-POTENTIAL AND ACHIEVE ECONOMIC MOBILITY BY DEVELOPING AND DELIVERING INNOVATIVE EMPLOYMENT, EDUCATION AND FINANCIAL EMPOWERMENT STRATEGIES.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee29TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,573,525PYContributionsGrantsAmt
CY Contributions Grants$2,855,826CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income-$97,895CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,573,525PYTotalRevenueAmt
CY Total Revenue$2,757,931CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,267,744PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,425,806CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$16,880CYTotalFundraisingExpenseAmt
PY Other Expenses$517,933PYOtherExpensesAmt
CY Other Expenses$768,820CYOtherExpensesAmt
PY Total Expenses$1,785,677PYTotalExpensesAmt
CY Total Expenses$2,194,626CYTotalExpensesAmt
PY Revenues Less Expenses-$212,152PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$563,305CYRevenuesLessExpensesAmt
Total Assets BOY$685,708TotalAssetsBOYAmt
Total Assets EOY$1,253,383TotalAssetsEOYAmt
Total Liabilities BOY$214,552TotalLiabilitiesBOYAmt
Total Liabilities EOY$58,922TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$471,156NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,194,461NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionMADISON STRATEGIES GROUP HELPS INDIVIDUALS REACH THEIR FULL-POTENTIAL AND ACHIEVE ECONOMIC MOBILITY BY DEVELOPING AND DELIVERING INNOVATIVE EMPLOYMENT, EDUCATION AND FINANCIAL EMPOWERMENT STRATEGIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,974,718ExpenseAmt
DescIN NYC, THE CAREER DIRECTIONS PROGRAM PARTNERS WITH COMMUNITY ORGANIZATIONS LAYERING MSG'S INDIVIDUALIZED JOB PREPARATION, PLACEMENT SERVICES, AND ONGOING RETENTION SUPPORT ONTO THE SOCIAL, LEGAL AND FINANCIAL STABILIZING SERVICES OF ITS COMMUNITY PARTNERS. THE CAREER CONNECTIONS PROGRAM PROVIDES TAILORED TRAINING AND EMPLOYMENT SERVICES, AS WELL AS POST-RELEASE MENTORING AND SUPPORT FOR INDIVIDUALS RECENTLY RELEASED FROM RIKERS ISLAND. IN DECEMBER 2018, NEW YORK OPERATIONS PHASED OUT AND HEADQUARTERS WERE RELOCATED TO THE TULSA, OK OFFICE. IN TULSA, THE TULSA COMMUNITY WORKFORCE (TCW) PROGRAM PREPARES LOW-INCOME TULSANS TO BEGIN AND ADVANCE IN CAREERS IN OKLAHOMA'S POWER SECTORS OF TRANSPORTATION, MANUFACTURING, HEALTHCARE, IT AND ACCOUNTING. TCW PROVIDES CAREER READINESS TRAINING, ADVANCED TECHNICAL TRAINING, JOB PLACEMENT AND CAREER ADVISING TO HELP TULSANS ADVANCE THEIR CAREERS AND EARN MORE MONEY. RESULTS OF A NATIONAL 5-YEAR RANDOMIZED CONTROL TRIAL RESEARCH STUDY RELEASED IN 2016 PROVE THAT TCW PARTICIPANTS HAVE SIGNIFICANT INCREASED EARNINGS AND EMPLOYMENT WHEN COMPARED TO A CONTROL GROUP, AND ARE MORE LIKELY COMPLETE VOCATIONAL TRAINING, FIND EMPLOYMENT IN THE TARGETED SECTOR, AND SECURE A JOB THAT OFFERS BENEFITS AND OPPORTUNITIES FOR CAREER ADVANCEMENT.IN 2018, TCW SERVED 450 INDIVIDUALS WITH CAREER READINESS TRAINING, JOB PLACEMENT, ADVANCED TRAINING, AND CAREER ADVANCEMENT SERVICES, INCLUDING FINANCIAL COACHING. TCW'S 2018 AVERAGE PLACEMENT WAGE WAS $13.00, A 30% INCREASE FROM THE TIME OF ENROLLMENT AND THE AVERAGE PROMOTION WAGE WAS $14.26, A 43% INCREASE FROM THE TIME OF ENROLLMENT. THIS SUCCESS HAS ALLOWED TCW TO ADD NEW COMMUNITY PARTNERS AND EXPAND THE PROVEN WORKADVANCE MODEL TO SERVE TULSA'S OPPORTUNITY YOUTH, EXPLORE ADDITIONAL SECTORS, AND ASSIST MORE UNDERSERVED RESIDENTS IN OTHER TARGETED AREAS OF TULSA THROUGH NEW COLLABORATIONS.Desc
Total Program Service Expenses$1,974,718TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document14IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee29EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind0Form8899Filedind
Form1098 C Filed0Form1098CFiledInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KAREN PENNINGTONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9184422204PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1907 S DETROIT AVENUE STE 210AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74120ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
JOHN GOLDMAN
CHAIRMAN3.00Yes (X)Yes (X)$0$0$0
RICHARD STRICOF
TREASURER1.00Yes (X)Yes (X)$0$0$0
TERRYLN SMOCK
DIRECTOR1.00Yes (X)$0$0$0
JOHN TOGNINO
DIRECTOR1.00Yes (X)$0$0$0
PATRICIA NAZEMETZ
DIRECTOR1.00Yes (X)$0$0$0
MARY SMITH CROFTS
VICE-CHAIR1.00Yes (X)$0$0$0
JACKIE PRICE-JOHNANNSEN
DIRECTOR1.00Yes (X)$0$0$0
BRUCE BEGITSCHKE
DIRECTOR1.00Yes (X)$0$0$0
ANDY STROTT
DIRECTOR1.00Yes (X)$0$0$0
CHANNING STAVE
SECRETARY1.00Yes (X)Yes (X)$0$0$0
MARK SAVOYE
DIRECTOR1.00Yes (X)$0$0$0
ROCKY BRIGHT
DIRECTOR1.00Yes (X)$0$0$0
PAUL MANESS
DIRECTOR1.00Yes (X)$0$0$0
CYNTHIA SOLOMAN
DIRECTOR1.00Yes (X)$0$0$0
KAREN PENNINGTON
EXECUTIVE DIRECTOR40.00Yes (X)$116,742$0$0
DEBORAH BEEBER
PRIOR EXECUTIVE DIRECTOR24.00Yes (X)$81,433$0$0
PAUL SOOBRYAN
DIRECTOR OF FINANCE AND ADMINISTRATION40.00$108,453$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$306,628TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ARROWHEAD CONSULTING LLCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line15314 S YALE SUITE 305AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74136ZIPCd
FieldValueIRS element (for citing)
ServicesCONSULTINGServicesDesc
Compensation$102,107CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Government Grants$1,458,234GovernmentGrantsAmt
All Other Contributions$1,397,592AllOtherContributionsAmt
Total Contributions$2,855,826TotalContributionsAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$97,895OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other-$97,895OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$97,895TotalRevenueColumnAmt
Related Or Exempt Func Income-$97,895RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,757,931TotalRevenueColumnAmt
Related Or Exempt Func Income-$97,895RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$306,630TotalAmt
Program Services$242,980ProgramServicesAmt
Management And General$54,227ManagementAndGeneralAmt
Fundraising$9,423FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$886,317TotalAmt
Program Services$834,551ProgramServicesAmt
Management And General$51,766ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$232,859TotalAmt
Program Services$214,103ProgramServicesAmt
Management And General$17,664ManagementAndGeneralAmt
Fundraising$1,092FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$263,918TotalAmt
Program Services$255,310ProgramServicesAmt
Management And General$6,142ManagementAndGeneralAmt
Fundraising$2,466FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$104,462TotalAmt
Program Services$90,051ProgramServicesAmt
Management And General$13,944ManagementAndGeneralAmt
Fundraising$467FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$167,685TotalAmt
Program Services$152,604ProgramServicesAmt
Management And General$13,821ManagementAndGeneralAmt
Fundraising$1,260FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$21,095TotalAmt
Program Services$18,287ProgramServicesAmt
Management And General$2,808ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$38,201TotalAmt
Management And General$38,201ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
PROGRAM & PARTICIPANT S$87,298$85,417$1,881
TRAINING PROVIDERS$38,666$38,666
TELEPHONE & INTERNET$26,543$23,408$178$2,957
STAFF RECRUITING & DEV.$19,353$18,262$108$983

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,599TotalAmt
Program Services$1,079ProgramServicesAmt
Management And General$515ManagementAndGeneralAmt
Fundraising$5FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,194,626TotalAmt
Program Services$1,974,718ProgramServicesAmt
Management And General$203,028ManagementAndGeneralAmt
Fundraising$16,880FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$432,571BOYAmt
EOY$326,308EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$174,922BOYAmt
EOY$723,001EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$8,075BOYAmt
EOY$10,176EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$228,243LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$34,345LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$70,140BOYAmt
EOY$193,898EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$685,708BOYAmt
EOY$1,253,383EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$68,809BOYAmt
EOY$58,922EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$145,743BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$214,552BOYAmt
EOY$58,922EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$77,790BOYAmt
EOY$569,001EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$548,946BOYAmt
EOY$625,460EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$471,156BOYAmt
EOY$1,194,461EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$685,708BOYAmt
EOY$1,253,383EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$563,305ReconcilationRevenueExpnssAmt
Prior Period Adjustments$160,000PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,696,056CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,665,715CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,398,555CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,573,525CurrentTaxYearMinus1YearAmt
Current Tax Year$2,855,826CurrentTaxYearAmt
Total$10,189,677TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,696,056CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,665,715CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,398,555CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,573,525CurrentTaxYearMinus1YearAmt
Current Tax Year$2,855,826CurrentTaxYearAmt
Total$10,189,677TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$346,206SubstantialContributorsTotAmt
Public Support Total170$9,843,471PublicSupportTotal170Amt
Total Support$10,189,677TotalSupportAmt
Public Support CY1700.96600PublicSupportCY170Pct
Public Support PY1700.95970PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$147,911OtherCostOrOtherBasisAmt
Book Value$147,911BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$80,332OtherCostOrOtherBasisAmt
Book Value$80,332BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Depreciation$34,345DepreciationAmt
Book Value-$34,345BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$193,898TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,757,931TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$2,757,931RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,757,931TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,194,626TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,194,626ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,194,626TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationMSG DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL, UNCERTAIN TAX POSITIONS. TAX FILINGS FOR PERIODS ENDING DECEMBER 31, 2014 AND LATER ARE SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DB GRANT ASSOCIATESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionOWNED BY EXECUTIVE CHAIRRelationshipDescriptionTxt
Transaction$138,167TransactionAmt
TransactionSPACE AND ADMIN SERVTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:FormAndLineReferenceDesc
ExplanationDALE GRANT IS THE EXECUTIVE CHAIR OF DB GRANT ASSOCIATES, AN ORGANIZATION THAT PROVIDED SPACE RENTAL, TELEPHONE, TRAINING SERVICES AND ADMINISTRATIVE SERVICES.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2DALE GRANT IS THE EXECUTIVE CHAIR OF DB GRANT ASSOCIATES, AN ORGANIZATION THAT PROVIDES SPACE RENTAL, TELEPHONE, TRAINING SERVICES & ADMINISTRATIVE SERVICES.
FORM 990, PART VI, SECTION B, LINE 11BMANAGEMENT AND AUDIT COMMITTEE CHAIR REVIEWED A DRAFT OF THE FORM 990 AND PROVIDED EDITS TO THE TAX PREPARER. AFTER THIS PROCESS WAS PERFORMED, THE FORM 990 WAS SENT TO THE FULL BOARD OF DIRECTORS PRIOR TO BEING FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CMADISON STRATEGIES GROUP HAS A BOARD-APPROVED CONFLICT OF INTEREST POLICY WHICH BOARD MEMBERS AND KEY OFFICERS ARE REQUIRED TO SUBMIT ON AN ANNUAL BASIS. FOR ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST, BOARD MEMBERS MUST DESCRIBE IN DETAIL AND MAKE AVAILABLE ADDITIONAL INFORMATION, IF NECESSARY.
FORM 990, PART VI, SECTION B, LINE 15THE BOARD HAS REVIEWED AND APPROVED THE JOB DESCRIPTION AND SALARY FOR THE EXECUTIVE DIRECTOR. THE BOARD HAS REVIEWED AND APPROVED THE JOB DESCRIPTION AND SALARY FOR THE EXECUTIVE DIRECTOR AND OTHER OFFICERS.
FORM 990, PART VI, SECTION C, LINE 19MADISON STRATEGIES GROUP HAS AN ANNUAL EXTERNAL AUDIT EACH YEAR, WHICH RESULTS IN PUBLICLY AVAILABLE FINANCIAL STATEMENTS FOR THE FISCAL YEAR. ADDITIONAL GOVERNING DOCUMENTS AND POLICIES ARE MADE AVAILABLE WHEN SPECIFICALLY REQUESTED.
FORM 990, PART IX, LINE 11GCONSULTANTS: PROGRAM SERVICE EXPENSES 225,977. MANAGEMENT AND GENERAL EXPENSES 1,192. FUNDRAISING EXPENSES 2,466. TOTAL EXPENSES 229,635. PROFESSIONAL: PROGRAM SERVICE EXPENSES 29,333. MANAGEMENT AND GENERAL EXPENSES 4,950. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,283.
PART XII, LINE 2CNO CHANGE IN PROCESS

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