2019-11-12T14:20:45-06:00 2018-12-31 480573184 REGIER CARR & MONROE LLP 4200 E SKELLY DRIVE SUITE 560 TULSA OK 74135 990 2018-01-01 272323749 NEW WORKFORCE DIRECTIONS DBA MADISON STRATEGIES GROUP NEWW 9184422204 907 SOUTH DETROIT AVENUE 210 TULSA OK 74120 KAREN PENNINGTON EXECUTIVE DIRECTOR 9184422204 2019-11-12 1 KENNETH L THOMPSON CPA P00138460 9182715400 70.184.32.208 2019-11-12 10:50:42 CS P A2167057EF8EF00D582416638E2A6FC903C5F372 8FE4B91EC8E727E56C18F71B380F276D9ECB3F74 2018 2020-03-31 21:24:44Z KAREN PENNINGTON 907 SOUTH DETROIT AVENUE 210 TULSA OK 74120 2855826 0 X WWW.MADISONSTRATEGIES.ORG X 2011 NY MADISON STRATEGIES GROUP HELPS INDIVIDUALS REACH THEIR FULL-POTENTIAL AND ACHIEVE ECONOMIC MOBILITY BY DEVELOPING AND DELIVERING INNOVATIVE EMPLOYMENT, EDUCATION AND FINANCIAL EMPOWERMENT STRATEGIES. 14 14 29 10 0 0 1573525 2855826 0 0 0 -97895 0 0 1573525 2757931 0 0 0 0 1267744 1425806 0 0 16880 517933 768820 1785677 2194626 -212152 563305 685708 1253383 214552 58922 471156 1194461 X MADISON STRATEGIES GROUP HELPS INDIVIDUALS REACH THEIR FULL-POTENTIAL AND ACHIEVE ECONOMIC MOBILITY BY DEVELOPING AND DELIVERING INNOVATIVE EMPLOYMENT, EDUCATION AND FINANCIAL EMPOWERMENT STRATEGIES. 0 0 1974718 IN 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. 1974718 1 1 0 0 0 0 0 0 0 0 1 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 1 0 0 0 0 0 0 0 0 0 1 14 0 1 29 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X KAREN PENNINGTON 9184422204 907 S DETROIT AVENUE STE 210 TULSA OK 74120 JOHN GOLDMAN CHAIRMAN 3.00 X X 0 0 0 RICHARD STRICOF TREASURER 1.00 X X 0 0 0 TERRYLN SMOCK DIRECTOR 1.00 X 0 0 0 JOHN TOGNINO DIRECTOR 1.00 X 0 0 0 PATRICIA NAZEMETZ DIRECTOR 1.00 X 0 0 0 MARY SMITH CROFTS VICE-CHAIR 1.00 X 0 0 0 JACKIE PRICE-JOHNANNSEN DIRECTOR 1.00 X 0 0 0 BRUCE BEGITSCHKE DIRECTOR 1.00 X 0 0 0 ANDY STROTT DIRECTOR 1.00 X 0 0 0 CHANNING STAVE SECRETARY 1.00 X X 0 0 0 MARK SAVOYE DIRECTOR 1.00 X 0 0 0 ROCKY BRIGHT DIRECTOR 1.00 X 0 0 0 PAUL MANESS DIRECTOR 1.00 X 0 0 0 CYNTHIA SOLOMAN DIRECTOR 1.00 X 0 0 0 KAREN PENNINGTON EXECUTIVE DIRECTOR 40.00 X 116742 0 0 DEBORAH BEEBER PRIOR EXECUTIVE DIRECTOR 24.00 X 81433 0 0 PAUL SOOBRYAN DIRECTOR OF FINANCE AND ADMINISTRATION 40.00 X 108453 0 0 306628 0 0 2 0 0 0 ARROWHEAD CONSULTING LLC 5314 S YALE SUITE 305 TULSA OK 74136 CONSULTING 102107 1 1458234 1397592 2855826 97895 -97895 -97895 -97895 2757931 -97895 0 0 X 306630 242980 54227 9423 886317 834551 51766 232859 214103 17664 1092 263918 255310 6142 2466 104462 90051 13944 467 167685 152604 13821 1260 21095 18287 2808 38201 38201 PROGRAM & PARTICIPANT S 87298 85417 1881 TRAINING PROVIDERS 38666 38666 TELEPHONE & INTERNET 26543 23408 2957 178 STAFF RECRUITING & DEV. 19353 18262 983 108 1599 1079 515 5 2194626 1974718 203028 16880 432571 326308 174922 723001 8075 10176 228243 34345 70140 193898 685708 1253383 68809 58922 145743 0 214552 58922 X -77790 569001 548946 625460 471156 1194461 685708 1253383 563305 160000 0 X X 0 1 X 1 0 X 1696056 1665715 2398555 1573525 2855826 10189677 1696056 1665715 2398555 1573525 2855826 10189677 346206 9843471 10189677 0.96600 0.95970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 147911 147911 80332 80332 34345 -34345 193898 X 2757931 0 2757931 0 2757931 2194626 0 2194626 0 2194626 PART X, LINE 2: MSG 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. DB GRANT ASSOCIATES OWNED BY EXECUTIVE CHAIR 138167 SPACE AND ADMIN SERV 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: DALE GRANT IS THE EXECUTIVE CHAIR OF DB GRANT ASSOCIATES, AN ORGANIZATION THAT PROVIDED SPACE RENTAL, TELEPHONE, TRAINING SERVICES AND ADMINISTRATIVE SERVICES. FORM 990, PART VI, SECTION A, LINE 2 DALE 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 11B MANAGEMENT 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 12C MADISON 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 15 THE 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 19 MADISON 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 11G CONSULTANTS: 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 2C NO CHANGE IN PROCESS