2019-07-23T13:15:33-05:00 2018-09-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2017-10-01 475172476 NATIONAL FUND FOR WORKFORCE SOLUTIONS NATI 2022238994 1730 RHODE ISLAND AVENUE NO 712 WASHINGTON DC 20036 ELICIA WILSON SECRETARY & COO 2022238994 2019-07-23 1 3019519090 75.103.231.202 2019-07-23 14:15:27 ED P 4FA38BE9C690C82C721A5060F87FC7588CB81F81 404A4A96D1622BF07640152A02E567F7781E0C67 2017 2019-02-21 02:37:17Z FRED DEDRICK 1730 RHODE ISLAND AVENUE NO 712 WASHINGTON DC 20036 7104705 0 X WWW.NATIONALFUND.ORG X 2015 DE SEE PART III, LINE 1. 8 8 12 21 0 615 7697577 7048069 108802 35613 2703 21023 0 0 7809082 7104705 185000 1140000 0 0 971894 1456586 0 0 169902 1248237 1111744 2405131 3708330 5403951 3396375 7431140 11008260 36449 192194 7394691 10816066 X THE NATIONAL FUND'S MISSION IS TO DEVELOP AND IMPLEMENT STRATEGIES TO ASSIST LOW-INCOME JOB SEEKERS AND WORKERS IN OBTAINING AND ADVANCING IN JOBS THAT PROVIDE SUSTAINING WAGES AND BENEFITS. 1 0 850120 425000 RETAIL:THE NATIONAL FUND IS WORKING WITH THREE LOCAL FUNDER COLLABORATIVES TO FORM INDUSTRY PARTNERSHIPS IN RETAIL AND ADJACENT SECTORS TO PROMOTE AND ADVANCE THE NEEDS OF FRONTLINE WORKERS. 752385 475000 THE JOB QUALITY PROGRAM:THE NATIONAL FUND SUPPORTS GOOD JOBS THAT GENERATE A COMPETITIVE ADVANTAGE FOR EMPLOYERS AND A CAREER PATHWAY TO A FAMILY SUSTAINING INCOME FOR INDIVIDUALS. IT IS SUPPORTING EFFORTS BY REGIONAL COLLABORATIVES TO DEVELOP A GOOD JOB STRATEGY AND TO ENABLE EMPLOYERS TO MAKE THE CHANGES IN SYSTEMS AND PRACTICES. 715033 225000 WORK BASED LEARNING: THE NATIONAL FUND FOR WORKFORCE SOLUTIONS IS INVESTING IN THREE KEY AREAS OF WORK-BASED LEARNING: ON-THE-JOB TRAINING, APPRENTICESHIPS, AND PRE-APPRENTICESHIPS,TO EXPAND OPPORTUNITIES FOR CAREER GROWTH AND GOOD JOBS FOR LOW-WAGE, LOW-SKILL WORKERS. 395548 15000 35613 CAREERSTAT:THE NATIONAL FUND SUPPORTS A NETWORK OF HEALTHCARE LEADERS THAT PROMOTE INVESTMENTS IN THE SKILLS AND CAREERS OF FRONTLINE WORKERS BY RECOGNIZING EMPLOYER LEADERS, PROVIDING TECHNICAL ASSISTANCE AND DISSEMINATING EXEMPLARY PRACTICES. 119303 FINANCIAL WELLNESS:HELP COLLABORATIVES UNDERSTAND AND PROMOTE FINANCIAL WELLNESS AND ITS ROLE IN ADDRESSING THE DRIVERS OF FINANCIAL STRESS AMONG LOW- AND MIDDLE-SKILL WORKERS; PROMOTE THE CRITICAL IMPORTANCE OF FINANCIAL HEALTH STRATEGIES AS COMPONENTS OF JOB QUALITY; AND HELP EMPLOYERS DEVELOP SOLUTIONS THAT CAN REDUCE FINANCIAL STRESS AMONG EMPLOYEES AND IMPROVE THE FINANCIAL BOTTOM-LINES OF BOTH WORKERS AND COMPANIES. 361199 SUPPORTING REGIONAL COLLABORATIVES:THE NATIONAL FUND SUPPORTS OVER 30 REGIONAL COLLABORATIVES AND OVER 75 INDUSTRY PARTNERSHIPS OPERATING IN 25 STATES WITH TECHNICAL ASSISTANCE AND COACHING, PEER LEARNING OPPORTUNITIES, NEW RESEARCH, AND FINANCIAL RESOURCES. THE NATIONAL FUND AND ITS PARTNER COMMUNITIES INVEST IN AN EMPLOYER-DRIVEN MODEL OF INDUSTRY PARTNERSHIPS THAT ENABLES COMMUNITIES TO PREPARE INDIVIDUALS WITH IN-DEMAND SKILLS, ENABLES EMPLOYERS TO FIND AND DEVELOP THEIR WORKFORCE AND SUPPORT IMPROVEMENTS IN BUSINESS AND WORKFORCE SYSTEMS AND PRACTICES. 33696 SYSTEMS CHANGE: SYSTEMS CHANGE ENABLES SMALL IMPROVEMENTS IN PRACTICE TO REACH SCALE BY SUSTAINING THOSE IMPROVEMENTS OVER TIME. NATIONAL FUND PARTNER COMMUNITIES ARE REACHING SUBSTANTIAL SCALE BY ALTERING WORKFORCE DEVELOPMENT POLICIES AND BUSINESS PRACTICES TO IMPACT SUBSTANTIALLY MORE INDIVIDUALS. 909746 15000 35613 3227284 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 23 0 1 12 1 1 1 0 0 0 0 0 0 0 0 0 X 8 8 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY IL MI MD MA PA NJ X ELICIA WILSON 2022238994 1730 RHODE ISLAND AVENUE NO 712 WASHINGTON DC 20036 PETE STRANGE CHAIRMAN 2.00 X X 0 0 0 WHITNEY SMITH VICE-CHAIRMAN 2.00 X X 0 0 0 DENISE CHERENFANT TREASURER 2.00 X X 0 0 0 IVYE ALLEN BOARD MEMBER 1.00 X 0 0 0 EARL BUFORD BOARD MEMBER 1.00 X 0 0 0 PAULA GILBERTO BOARD MEMBER 1.00 X 0 0 0 MICHAEL GRITTON BOARD MEMBER 1.00 X 0 0 0 MOLLY SEALS BOARD MEMBER 1.00 X 0 0 0 FRED DEDRICK PRESIDENT & CEO 40.00 X 231946 0 17863 ELICIA WILSON SECRETARY & CHIEF OPERATING OFFICER 40.00 X 92115 0 12460 NAVJEET SINGH SR. VP & CHIEF LEARNING OFFICER 40.00 X 156640 0 6086 KELLY AIKEN VP OF PROGRAMS & CAREERSTAT DIR 40.00 X 106555 0 33130 587256 0 69539 3 0 1 0 0 7048069 7048069 CAREERSTAT 900099 34113 34113 HONORARIUM 900009 1500 1500 35613 21023 21023 7104705 35613 0 21023 X 1140000 1140000 373708 197212 106304 70192 853567 719693 101016 32858 23628 20102 2702 824 117916 92701 17132 8083 87767 66023 14565 7179 4894 4894 115461 115461 402259 339312 53947 9000 50051 33814 13158 3079 34526 5187 29339 146198 391 145807 226729 200642 20669 5418 120471 106601 13870 762 762 ALLOCATION OF M&G EXP 0 304460 -337580 33120 EMPLOYEE TRAINING 4494 698 3796 DUES AND SUBSCRIPTIONS 3518 398 2971 149 LICENSES AND PERMITS 1726 1726 655 50 605 3708330 3227284 311144 169902 794493 3763809 4745738 3631607 5370976 21661 15887 55555 19837 19837 7431140 11008260 36449 167048 25146 36449 192194 X 113649 189286 7281042 10626780 7394691 10816066 7431140 11008260 X 3396375 25000 X 0 1 X 1 0 X 2025000 7695327 7048069 16768396 2025000 7695327 7048069 16768396 13007986 3760410 84 2703 21023 23810 1500 1500 16793706 170165 X 0 X 7104705 0 7104705 0 7104705 3708330 0 3708330 0 3708330 PART X, LINE 2: FOR THE PERIOD FROM INCEPTION TO THE YEAR ENDED SEPTEMBER 30, 2018, THE NATIONAL FUND HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 UNITED WAY OF GREATER ATLANTA 40 COURTLAND ST NE ATLANTA GA 30303 580566194 501(C)(3) 50000 TO SUPPORT BETTER SKILLS BETTER JOBS PROGRAM ASSOC OF BALTIMORE AREA GRANTMAKERS 2 EAST READ ST 2ND FLOOR BALTIMORE MD 21201 521326863 501(C)(3) 200000 TO SUPPORT GOOD COMPANIES @ WORK & RETAIL PROGRAMS THE BOSTON FOUNDATION 75 ARLINGTON ST 3RD FLOOR BOSTON MA 02116 042104021 501(C)(3) 50000 TO SUPPORT BETTER SKILLS BETTER JOBS PROGRAM THE UNITED WAY OF CENTRAL IOWA 111 9TH ST STE 260 DES MOINES IA 50314 420680425 501(C)(3) 150000 TO SUPPORT RETAIL PROGRAM INCOURAGE COMMUNITY FDN 478 E GRAND AVE WISCONSIN RAPIDS WI 54494 391772651 501(C)(3) 25000 TO SUPPORT GOOD COMPANIES @ WORK & RETAIL PROGRAMS THE CHICAGO COMMUNITY FOUNDATION 225 N MICHIGAN AVE STE 2200 CHICAGO IL 60601 363432023 501(C)(3) 125000 TO SUPPORT ON THE JOB TRAINING & BETTER SKILLS BETTER JOBS PROGRAMS UNITED WAY OF GREATER CINCINNATI 2400 READING RD CINCINNATI OH 45202 310537502 501(C)(3) 25000 TO SUPPORT CAREER BRIDGE PROGRAM UNITED WAY OF METROPOLITAN DALLAS 1800 NORTH LAMAR DALLAS TX 75202 756005352 501(C)(3) 50000 TO SUPPORT BETTER SKILLS BETTER JOBS PROGRAM UNITED WAY OF CENTRAL & NE CT 30 LAUREL ST 1 HARTFORD CT 06106 060646653 501(C)(3) 50000 TO SUPPORT BETTER SKILLS BETTER JOBS PROGRAM EMPLOY MILWAUKEE 2342 NORTH 27TH ST MILWAUKEE WI 53210 391636835 501(C)(3) 50000 TO SUPPORT BETTER SKILLS BETTER JOBS PROGRAM UNITED WAY OF GREATER PA & S NJ 1709 BENJAMIN FRANKLIN PKWY PHILADELPHIA PA 19103 231556045 501(C)(3) 75000 TO SUPPORT WORK-BASED LEARNING PROGRAM THE SEATTLE FOUNDATION 1601 FIFTH AVE STE 1900 SEATTLE WA 98101 916013536 501(C)(3) 100000 TO SUPPORT RETAIL PROGRAM CENTERSTATE CEO FOUNDATION 115 WEST FAYETTE ST SYRACUSE NY 13202 222305294 501(C)(3) 50000 TO SUPPORT BETTER SKILLS BETTER JOBS PROGRAM WORKFORCE ALLIANCE OF S CENTRAL KANSAS 300 WEST DOUGLAS STE 850 WICHITA KS 67202 481246563 501(C)(3) 125000 TO SUPPORT GOOD COMPANIES @ WORK & WORK-BASED LEARNING PROGRAMS 14 0 PART I, LINE 2: THE ORGANIZATION ARRANGES FOR PERIODIC OR INTERIM REVIEW OF PROGRAM MILESTONES AND PERFORMANCE AND OBTAINS NARRATIVE AND FINANCIAL REPORTS FROM THE GRANTEES. X X 0 0 0 0 0 0 0 0 0 FRED DEDRICK PRESIDENT & CEO 231946 0 0 0 0 0 6958 0 10905 0 249809 0 0 0 NAVJEET SINGH SR. VP & CHIEF LEARNING OFFICER 156640 0 0 0 0 0 4699 0 1387 0 162726 0 0 0 FORM 990, PART III, LINE 2 THE NATIONAL FUND BEGAN CONDUCTING THE SYSTEMS CHANGE PROGRAM. FORM 990, PART VI, SECTION A, LINE 4 THE FOLLOWING CHANGES WERE MADE TO THE BYLAWS: 1) CHANGED THE NAME "BOARD OF TRUSTEES" TO "BOARD OF DIRECTORS". 2) CHANGED THE TITLE OF "EXECUTIVE DIRECTOR" TO "PRESIDENT". 3) REMOVED THE ABILITY OF THE EXECUTIVE DIRECTOR TO APPOINT ASSISTANT SECRETARIES, TREASURERS AND SUCH. UPDATED TO INDICATE THE BOARD MAY APPOINT OTHER OFFICERS TO THE BOARD AS NECESSARY. 4) WHEN THE BYLAWS WERE ORIGINALLY ESTABLISHED, BOARD MEMBERS WERE NOT ASSIGNED A DESIGNATED TERM OR TIME TO SERVE. IN ORDER TO ENSURE STAGGERED TERMS, CURRENT BOARD MEMBERS WERE ASSIGNED A SPECIFIC ONE, TWO OR THREE-YEAR TERM. ALL BOARD MEMBERS ARE ELIGIBLE TO RENEW FOR AN ADDITIONAL TERM. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY MANAGEMENT. A DRAFT OF THE RETURN WAS THEN SENT TO THE BOARD OF DIRECTORS. AFTER THEIR APPROVAL, THE FORM 990 WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, OFFICER AND MEMBER OF A COMMITTEE OF THE BOARD SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: (A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, AND (B) HAS READ AND UNDERSTANDS THE POLICY, AND HAS AGREED TO COMPLY WITH THE POLICY. ANY BOARD MEMBER OR EMPLOYEE OF THE NATIONAL FUND FOR WORKFORCE SOLUTIONS THAT HAS ANY DIRECT OR INDIRECT INTEREST IN, OR RELATIONSHIP WITH, ANY INDIVIDUAL OR ORGANIZATION WHICH PROPOSES TO ENTER INTO ANY TRANSACTION WITH THE NATIONAL FUND, SHALL GIVE NOTICE OF SUCH TO THE CHAIRMAN OF THE BOARD OF DIRECTORS, AND RECUSE HIM/HERSELF FROM DISCUSSING OR VOTING ON THE PARTICULAR TRANSACTION IN WHICH HE/SHE HAS AN INTEREST, OTHERWISE ATTEMPTING TO EXERT ANY INFLUENCE ON THE NATIONAL FUND, AND/OR AFFECT THE BOARD'S DECISION TO PARTICIPATE OR NOT PARTICIPATE IN SUCH TRANSACTION. IF A POTENTIAL CONFLICT ARISES DURING THE COURSE OF A MEETING AND IT IS NOT PRACTICAL FOR THE DIRECTOR TO GIVE NOTICE TO THE CHAIR OF THE BOARD OF DIRECTORS, THE BOARD MEMBER SHOULD DISCLOSE THE POTENTIAL CONFLICT TO THE BOARD AS SOON AS PRACTICAL THEREAFTER, AND THE BOARD SHALL THEN DECIDE WHAT ACTION IS APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD GOVERNANCE COMMITTEE SURVEYED ALL BOARD MEMBERS FOR INPUT ABOUT THE PERFORMANCE OF FRED DEDRICK, PRESIDENT & CEO OF THE ORGANIZATION. BASED ON THE INFORMATION GATHERED, THE CHAIR DOCUMENTED HIS PROGRESS, PREPARED AN EVALUATION AND COMPARED IT TO THE NATIONAL FUND'S GOALS. SALARY INCREASE WAS BASED ON PERFORMANCE AND COMPENSATION BENCHMARKING. THE DATE OF THE LAST COMPENSATION REVIEW WAS OCTOBER 2018. OTHER OFFICERS AND KEY EMPLOYEES' PERFORMANCE AND SALARY ADJUSTMENTS WERE DECIDED BASED ON THE PRESIDENT & CEO'S REVIEW OF THEIR PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 THE NATIONAL FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G COACHING CONSULTANTS: PROGRAM SERVICE EXPENSES 125,569. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 125,569. RESEARCH EVAL & LEARN: PROGRAM SERVICE EXPENSES 138,685. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 138,685. DEVELOPMENT CONSULTANT: PROGRAM SERVICE EXPENSES 2,915. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 9,000. TOTAL EXPENSES 11,915. OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 30,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,000. MEDIA CONSULTANT: PROGRAM SERVICE EXPENSES 72,143. MANAGEMENT AND GENERAL EXPENSES 23,947. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 96,090. FORM 990, PART XI, LINE 9: DONATION ADJUSTMENT MADE TO BOOKS AFTER FILING OF 2016 FORM 990 25,000.