SHIFT WORK FORWARD INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SHIFT WORK FORWARD INC (EIN 47-5172476)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-02-12
- IRS object ID
- 201810439349300006
- Schema version
- 2016v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-12T07:56:20-06:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 650N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475172476 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL FUND FOR WORKFORCE SOLUTIONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 2022238994 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1730 RHODE ISLAND AVENUE NO 712 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRED DEDRICK | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2022238994 | PhoneNum |
| Signature | 2018-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3019519090 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.103.231.202 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-02-12 | IPDt |
| IP Tm | 08:56:12 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9B84372DED34D18FB314258B33C7FB4CE05F0F36 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 09179135FB50F433328FAC39F11DBCF88AB4AD8F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | FRED DEDRICK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1730 RHODE ISLAND AVENUE NO 712 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,809,082 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NATIONALFUND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | SEE PART III, LINE 1. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 21 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,025,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,697,577 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $108,802 | CYProgramServiceRevenueAmt |
| PY Investment Income | $84 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,703 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,025,084 | PYTotalRevenueAmt |
| CY Total Revenue | $7,809,082 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $185,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $971,894 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $169,117 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $34,344 | PYOtherExpensesAmt |
| CY Other Expenses | $1,248,237 | CYOtherExpensesAmt |
| PY Total Expenses | $34,344 | PYTotalExpensesAmt |
| CY Total Expenses | $2,405,131 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,990,740 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,403,951 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,001,939 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,431,140 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,199 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $36,449 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,990,740 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,394,691 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $785,182 | ExpenseAmt |
| Revenue | $96,802 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $517,647 | ExpenseAmt |
| Grant | $185,000 | GrantAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $352,224 | ExpenseAmt |
| Revenue | $12,000 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | DescDesc |
|---|---|
| $46,167 | APPRENTICESHIP:THE NATIONAL FUND IS EXPANDING APPRENTICESHIPS IN NON-TRADITIONAL INDUSTRIES SUCH AS HEALTHCARE, FINANCIAL SERVICES, INFORMATION TECHNOLOGY AND HOSPITALITY AND OPENING OPPORTUNITIES TO PEOPLE OF COLOR, DISADVANTAGED YOUTH, WOMEN AND UNDER-EMPLOYED WORKERS. |
| $27,516 | 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. |
| $142,838 | 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. |
| $139,114 | YOUNG ADULTS:MILLIONS OF YOUNG ADULTS ARE DISCONNECTED FROM EDUCATION OR EMPLOYMENT AND AT RISK OF MISSING THE FIRST STEP INTO THE MIDDLE-CLASS. THE NATIONAL FUND'S YOUNG ADULT INITIATIVE SEEKS TO CONNECTYOUNG ADULT TO GOOD JOBS BY IMPLEMENTING AND TESTING NEW STRATEGIES FOR PREPARING AMERICA'S YOUNG ADULTS TO MEANINGFUL EMPLOYMENT. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $355,635 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $2,010,688 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELICIA WILSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2022238994 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1730 RHODE ISLAND AVENUE NO 712 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| PETE STRANGE | ||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DENISE CHERENFANT | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| IVYE ALLEN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY BECK | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EARL BUFORD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAULA GILBERTO | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL GRITTON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WHITNEY SMITH | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MOLLY SEALS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRED DEDRICK SEE SCHEDULE O | ||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $48,654 | $0 | $7,758 | |
| ELICIA WILSON SEE SCHEDULE O | ||||||
| SECRETARY & CHIEF | 40.00 | Yes (X) | $19,039 | $0 | $3,989 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $67,693 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $11,747 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $7,697,577 | AllOtherContributionsAmt |
| Total Contributions | $7,697,577 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| LEADERSHIP CONVENING | 900099 | $96,802 | $96,802 |
| CAREERSTAT | 900099 | $12,000 | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $108,802 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,703 | TotalRevenueColumnAmt |
| Exclusion | $2,703 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,809,082 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $108,802 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,703 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,000 | TotalAmt |
| Program Services | $185,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $355,673 | TotalAmt |
| Program Services | $203,201 | ProgramServicesAmt |
| Management And General | $86,400 | ManagementAndGeneralAmt |
| Fundraising | $66,072 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $489,115 | TotalAmt |
| Program Services | $407,706 | ProgramServicesAmt |
| Management And General | $66,665 | ManagementAndGeneralAmt |
| Fundraising | $14,744 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,781 | TotalAmt |
| Program Services | $15,265 | ProgramServicesAmt |
| Management And General | $2,717 | ManagementAndGeneralAmt |
| Fundraising | $799 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,702 | TotalAmt |
| Program Services | $33,036 | ProgramServicesAmt |
| Management And General | $4,129 | ManagementAndGeneralAmt |
| Fundraising | $537 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,623 | TotalAmt |
| Program Services | $51,655 | ProgramServicesAmt |
| Management And General | $12,532 | ManagementAndGeneralAmt |
| Fundraising | $6,436 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,345 | TotalAmt |
| Management And General | $4,345 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,824 | TotalAmt |
| Management And General | $49,824 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,698 | TotalAmt |
| Program Services | $353,318 | ProgramServicesAmt |
| Management And General | $26,942 | ManagementAndGeneralAmt |
| Fundraising | $41,438 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,309 | TotalAmt |
| Program Services | $69,922 | ProgramServicesAmt |
| Management And General | $54,372 | ManagementAndGeneralAmt |
| Fundraising | $15 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,423 | TotalAmt |
| Program Services | $6,519 | ProgramServicesAmt |
| Management And General | $20,904 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,946 | TotalAmt |
| Program Services | $200 | ProgramServicesAmt |
| Management And General | $90,746 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,119 | TotalAmt |
| Program Services | $194,904 | ProgramServicesAmt |
| Management And General | $30,595 | ManagementAndGeneralAmt |
| Fundraising | $11,620 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,958 | TotalAmt |
| Program Services | $273,453 | ProgramServicesAmt |
| Management And General | $7,505 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,405 | TotalAmt |
| Management And General | $2,405 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ALLOCATION OF M&G EXP | $0 | $212,857 | -$240,313 | $27,456 |
| DUES AND SUBSCRIPTIONS | $5,122 | $1,817 | $3,305 | |
| GIFTS | $1,615 | $1,535 | $80 | |
| EMPLOYEE TRAINING | $1,440 | $1,440 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,033 | TotalAmt |
| Program Services | $300 | ProgramServicesAmt |
| Management And General | $733 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,405,131 | TotalAmt |
| Program Services | $2,010,688 | ProgramServicesAmt |
| Management And General | $225,326 | ManagementAndGeneralAmt |
| Fundraising | $169,117 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,989,691 | BOYAmt |
| EOY | $3,763,809 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,631,607 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,248 | BOYAmt |
| EOY | $15,887 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $19,837 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,001,939 | BOYAmt |
| EOY | $7,431,140 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,199 | BOYAmt |
| EOY | $36,449 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,199 | BOYAmt |
| EOY | $36,449 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $224,890 | BOYAmt |
| EOY | $113,649 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,765,850 | BOYAmt |
| EOY | $7,281,042 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,990,740 | BOYAmt |
| EOY | $7,394,691 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,001,939 | BOYAmt |
| EOY | $7,431,140 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,403,951 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $2,025,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,697,577 | CurrentTaxYearAmt |
| Total | $9,722,577 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $2,025,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,697,577 | CurrentTaxYearAmt |
| Total | $9,722,577 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,775,044 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,947,533 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $84 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,703 | CurrentTaxYearAmt |
| Total | $2,787 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,725,364 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $108,802 | GrossReceiptsRltdActivitiesAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,809,082 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,809,082 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,809,082 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,405,131 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,405,131 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,405,131 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FOR THE PERIOD FROM INCEPTION TO THE YEAR ENDED SEPTEMBER 30, 2017, 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. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ASSOCIATION OF BALTIMORE AREA GRANTMAKERS | |||||||
| 2 EAST READ STREET 2ND FLOOR | BALTIMORE | MD | 21201 | 521326863 | 501(C)(3) | $50,000 | TO SUPPORT PARTICIPATION IN JOB QUALITY INITIATIVE |
| INCOURAGE COMMUNITY FOUNDATION | |||||||
| 478 EAST GRAND AVENUE | RAPIDS | WI | 54494 | 391772651 | 501(C)(3) | $25,000 | TO SUPPORT PARTICIPATION IN JOB QUALITY INITIATIVE |
| UNITED WAY OF GREATER CINCINNATI INC | |||||||
| 2400 READING ROAD | CINCINNATI | OH | 45202 | 310537502 | 501(C)(3) | $50,000 | TO SUPPORT PARTICIPATION IN JOB QUALITY INITIATIVE |
| WORKFORCE ALLIANCE OF SOUTH CENTRAL KANSAS INC | |||||||
| 300 W DOUGLAS SUITE 850 | WICHITA | KS | 67202 | 481246563 | 501(C)(3) | $50,000 | TO SUPPORT PARTICIPATION IN JOB QUALITY INITIATIVE |
| GULF COAST COMMUNITY FOUNDATION | |||||||
| 601 TAMIAMI TRAIL SOUTH | VENICE | FL | 34285 | 591052433 | 501(C)(3) | $10,000 | SUPPORT JOB QUALITY EMPLOYER CONVENING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION ARRANGES FOR PERIODIC OR INTERIM REVIEW OF PROGRAM MILESTONES AND PERFORMANCE AND OBTAINS NARRATIVE AND FINANCIAL REPORTS FROM THE GRANTEES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE BOARD OF DIRECTORS. |
| 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 AUGUST 2017. 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. |
| PART VII, SECTION A | THE SALARIES FOR MR. DEDRICK AND MS. WILSON REPORTED IN PART VII, SECTION A, ARE FOR CALENDAR YEAR 2016. THE ORGANIZATION BEGAN OPERATIONS IN OCTOBER OF 2016, SO THE COMPENSATION AMOUNTS REPORTED ARE ONLY FOR THE THREE MONTH PERIOD OCTOBER 2016 THROUGH DECEMBER 2016. ON PART IX, LINE 5, THE COMPENSATION REPORTED FOR THESE OFFICERS IS FOR THE ENTIRE FISCAL YEAR, OCTOBER 1, 2016 THROUGH SEPTEMBER 30, 2017. |
| FORM 990, PART IX, LINE 11G | CONTRACT LABOR/TEMP HELP: PROGRAM SERVICE EXPENSES 24,576. MANAGEMENT AND GENERAL EXPENSES 2,110. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,686. COACHING CONSULTANTS: PROGRAM SERVICE EXPENSES 199,294. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 199,294. RESEARCH EVAL & LEARN: PROGRAM SERVICE EXPENSES 103,960. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 103,960. DEVELOPMENT CONSULTANT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 39,000. TOTAL EXPENSES 39,000. OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 6,083. MANAGEMENT AND GENERAL EXPENSES 10,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,083. PROFESSIONAL EMPLOYER FEES: PROGRAM SERVICE EXPENSES 19,405. MANAGEMENT AND GENERAL EXPENSES 6,107. FUNDRAISING EXPENSES 2,438. TOTAL EXPENSES 27,950. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 8,725. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,725. |