2025-11-14T10:10:13-06:00 2024-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2024-10-01 475172476 NATIONAL FUND FOR WORKFORCE SOLUTIONS NATI 2022238994 1250 CONNECTICUT AVENUE NW 200 WASHINGTON DC 20036 MARY R O'NEILL CHIEF ADMINISTRATIVE OFFICER 2022238994 2025-11-14 1 0 ELIZABETH W HELLER P00397829 3019519090 2024 2025-03-06 01:10:19Z AMANDA CAGE 1250 CONNECTICUT AVENUE NW 200 WASHINGTON DC 20036 1738348 0 X WWW.NATIONALFUND.ORG X 2015 DE SEE PART III, LINE 1. 10 10 19 10 0 0 6202534 1550000 348229 1000 503497 187348 5713 0 7059973 1738348 1222000 675000 0 0 3039453 821641 0 0 0 2376213 541165 6637666 2037806 422307 -299458 17772424 17416132 1627774 1640902 16144650 15775230 WE COLLABORATE WITH WORKERS, EMPLOYERS, AND COMMUNITIES TO ADVANCE A SKILLED WORKFORCE, PROMOTE GOOD JOBS, AND INVEST IN EQUITABLE OUTCOMES. 0 0 670613 400000 333 ACTIVATE EMPLOYERS TO MAKE JOBS BETTER:WE TAKE A DEMAND-DRIVEN APPROACH TO WORKFORCE DEVELOPMENT, BECAUSE EMPLOYERS ARE CRITICAL PARTNERS IN COMMUNITY DEVELOPMENT AND IN ACHIEVING OUR MISSION. BUT CONNECTING PEOPLE TO EMPLOYMENT IS NOT ENOUGH--WORKERS THRIVE IN GOOD JOBS AT AN ORGANIZATION WHERE THEY ARE VALUED. INVESTING IN FRONTLINE WORKERS IMPROVES RECRUITMENT AND RETENTION AND CREATES COMPETITIVE ADVANTAGE. WE ACTIVATE EMPLOYERS TO MAKE JOBS BETTER BECAUSE GOOD JOBS GENERATE BENEFITS FOR INDIVIDUALS AND THEIR FAMILIES, BUSINESSES, AND COMMUNITIES. 620004 75000 334 EQUIP WORKERS FOR SUCCESS:WORKERS SUCCEED IN A WELL-DESIGNED JOB AT AN ORGANIZATION WHERE THEY ARE VALUED. FROM TRAINING, UPSKILLING, AND APPRENTICESHIP TO WORKER ENGAGEMENT, SATISFACTION, AND WELL-BEING, WE PROMOTE THE FULL RANGE OF SKILLS DEVELOPMENT AND SUPPORTS THAT ENABLE WORKERS TO THRIVE. WE RECOGNIZE THE HUMANITY OF WORKERS AND ADVANCE PRACTICES AND WORKPLACE CULTURES THAT ALLOW WORKERS TO SHOW UP AS THEIR FULL SELVES. 556066 200000 333 CHANGE SYSTEMS:SOLVING WORKFORCE PROBLEMS REQUIRES SEEING THE WHOLE PICTURE, IN ALL OF ITS COMPLEXITY. IT MEANS MAKING CONNECTIONS AMONG ORGANIZATIONS, POLICIES, AND MINDSETS. SYSTEMS THINKING HELPS IDENTIFY THE RIGHT THING TO WORK ON--TO ADDRESS WHAT IS PREVENTING A PROBLEM FROM BEING SOLVED. SYSTEMS CHANGE STRATEGIES GO BEYOND SYMPTOMS AND SEEK TO TREAT CAUSES, EXAMINING THE UNDERLYING CONDITIONS OF POWER AND RELATIONSHIPS THAT ARE DRIVING EVENTS. SUCH STRATEGIES CAN BE A CRITICAL STEP TO HELP COMMUNITIES SYSTEMATICALLY ADDRESS RACIAL DISPARITIES. 1846683 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 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 30 0 1 19 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IL MD MI NJ NY X MARY O'NEILL 2025392825 1250 CONNECTICUT AVENUE NW 200 WASHINGTON DC 20036 ALEJANDRO MENDOZA CHAIRMAN 2.00 X X 0 0 0 EARL BUFORD TREASURER 2.00 X X 0 0 0 IVYE ALLEN BOARD MEMBER 1.00 X 0 0 0 BETHIA BURKE BOARD MEMBER 1.00 X 0 0 0 KRISTIN DRISCOLL BOARD MEMBER 1.00 X 0 0 0 PAULA GILBERTO BOARD MEMBER 1.00 X 0 0 0 ANDREA GLISPIE BOARD MEMBER 1.00 X 0 0 0 MICHAEL GRITTON BOARD MEMBER 1.00 X 0 0 0 SEUNG KIM BOARD MEMBER 1.00 X 0 0 0 WHITNEY SMITH BOARD MEMBER 1.00 X 0 0 0 AMANDA CAGE PRESIDENT & CEO 40.00 X 391278 0 24913 MARY O'NEILL SECRETARY & CAO 40.00 X 212296 0 52313 MICHELLE RAFFERTY CHIEF PROGRAM OFFICER 40.00 X 211024 0 47846 HOLLIE MARSTON DIRECTOR, SYSTEMS CHANGE 40.00 X 140119 0 43305 THOMAS STRONG DIRECTOR, EMPLOYER ACTIVATION 40.00 X 139999 0 33582 MICHELLE WILSON DIRECTOR, EVALUATION & LEARNING 40.00 X 152216 0 20924 RICARDO HENRIQUEZ NETWORK DIRECTOR 40.00 X 139999 0 21590 1386931 0 244473 11 0 1 0 ERICK SERRATO 1121 W 23RD STREET MERCED CA 95340 CONSULTING - EQUIP WORKERS 194200 ILLUSTRO ACCOUNTING 213 KEY CORNER STREET BROWNSVILLE TN 38012 OUTSIDE ACCOUNTING SERVICES 150000 COMMUNITY WEALTH PARTNERS 1030 15TH ST NW STE 1050 WASHINGTON DC 20005 CONSULTING - ACTIVATE EMPLOYERS 116918 VENTURE WITH PURPOSE 1155 E 61ST STREET UNIT 2 CHICAGO IL 60637 CONSULTING - EQUIP WORKERS & CHANGE SYST 114087 JORDAN DOLFI 6603 ACADEMIC AVENUE RALEIGH NC 27616 CONSULTING - CHANGE SYSTEMS 110934 5 1550000 1550000 HONORARIUM 900099 1000 1000 1000 187348 187348 1738348 1000 0 187348 X 675000 675000 157762 107294 50468 458252 405858 52394 70741 13466 57275 83220 70757 12463 51666 33143 18523 37500 37500 330390 330390 5278 5278 16201 16201 46558 46558 34245 34245 37113 37113 450 450 1413 1413 PROF. DEVELOPMENT 25660 25660 PAYROLL SERVICE FEES 3770 3770 STAFF APPRECIATION 1615 1615 FURNITURE AND EQUIPMENT 480 480 492 492 2037806 1846683 191123 0 75164 416879 10536026 9805502 2940596 3061006 22325 4862 97243 57651 21000 8550 12900 12450 3034135 3031642 1054035 1026140 17772424 17416132 393904 438577 1233870 1202325 1627774 1640902 X 8769569 8400149 7375081 7375081 16144650 15775230 17772424 17416132 -299458 -69962 0 X X 0 0 0 X 1823474 4897030 13861471 6202534 1550000 28334509 1823474 4897030 13861471 6202534 1550000 28334509 10884900 17449609 12204 12239 68181 493967 187348 773939 148 1016 1550 5713 8427 29116875 757935 0.59930 0.52160 X PART II, SHORT YEAR EXPLANATION: THE ORGANIZATION CHANGED ITS YEAR-END FROM 9/30 TO 12/31. THEREFORE, THE 2024 COLUMN REFLECTS ACTIVITY FOR THE SHORT PERIOD 10/01/2024 TO 12/31/2024 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21000 8550 12450 12450 SECURITY DEPOSITS 42746 RIGHT OF USE ASSET 983394 1026140 OPERATING LEASE LIABILITY 1202325 1202325 1 FUND FOR OUR ECONOMIC FUTURE 4415 EUCLID AVENUE CLEVELAND OH 44103 270606927 501(C)(3) 100000 0 TO SUPPORT THE CHANGE SYSTEMS PROGRAM PARTNER4WORK CENTRE CITY TOWER PITTSBURGH PA 15222 251898851 501(C)(3) 100000 0 TO SUPPORT THE CHANGE SYSTEMS PROGRAM CAREERRISE INC 261 JOSEPH E LOWERY BLVD NW ATLANTA GA 30314 870904286 501(C)(3) 75000 0 TO SUPPORT THE ACTIVATE EMPLOYERS PROGRAM CENTERSTATE CEO FOUNDATION 115 WEST FAYETTE ST SYRACUSE NY 13202 222305294 501(C)(3) 75000 0 TO SUPPORT THE EQUIP WORKERS FOR SUCCESS PROGRAM THE HEALTH COLLABORATIVE 2692 MADISON RD SUITE N1 412 CINCINNATI OH 45208 311449807 501(C)(3) 75000 0 TO SUPPORT THE ACTIVATE EMPLOYERS PROGRAM UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 30 LAUREL ST 1 HARTFORD CT 06106 060646653 501(C)(3) 75000 0 TO SUPPORT THE ACTIVATE EMPLOYERS PROGRAM WORKFORCE ALLIANCE OF SOUTH CENTRAL KANSAS 300 W DOUGLAS SUITE 850 WICHITA KS 67202 481246563 501(C)(3) 75000 0 TO SUPPORT THE ACTIVATE EMPLOYERS PROGRAM INDIANAPOLIS PRIVATE INDUSTRY COUNCIL INC 101 W WASHINGTON ST STE 1200 EAST TOWER INDIANAPOLIS IN 46204 351569069 501(C)(3) 50000 0 TO SUPPORT THE ACTIVATE EMPLOYERS PROGRAM MARYLAND PHILANTHROPY NETWORK 1600 W 41ST ST STE 700 BALTIMORE MD 21211 521326863 501(C)(3) 50000 0 TO SUPPORT THE ACTIVATE EMPLOYERS PROGRAM 9 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 AMANDA CAGE PRESIDENT & CEO 391278 0 0 0 0 0 21619 0 3294 0 416191 0 0 0 MARY O'NEILL SECRETARY & CAO 212296 0 0 0 0 0 11666 0 40647 0 264609 0 0 0 MICHELLE RAFFERTY CHIEF PROGRAM OFFICER 211024 0 0 0 0 0 11590 0 36256 0 258870 0 0 0 HOLLIE MARSTON DIRECTOR, SYSTEMS CHANGE 140119 0 0 0 0 0 7662 0 35643 0 183424 0 0 0 THOMAS STRONG DIRECTOR, EMPLOYER ACTIVATION 139999 0 0 0 0 0 7662 0 25920 0 173581 0 0 0 MICHELLE WILSON DIRECTOR, EVALUATION & LEARNING 152216 0 0 0 0 0 8344 0 12580 0 173140 0 0 0 RICARDO HENRIQUEZ NETWORK DIRECTOR 139999 0 0 0 0 0 7662 0 13928 0 161589 0 0 0 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 PRESIDENT AND CEO WAS HIRED IN MARCH 2020, AND HER COMPENSATION WAS SET BASED ON COMPENSATION OF CEOS OF COMPARABLE ORGANIZATIONS, 990 INFORMATION, AND GOALS THAT WERE SET FOR THE FISCAL YEAR END 9/30/2021. IN THE MOST RECENT FISCAL YEAR, SHE RECEIVED A 6% COST OF LIVING INCREASE IN OCTOBER OF 2023. OTHER OFFICERS AND KEY EMPLOYEES' COMPENSATION IS BASED ON SALARY RANGES WHICH ARE ESTABLISHED FOR EACH POSITION. THIS INFORMATION IS OBTAINED FROM MULTIPLE SOURCES AND INCLUDES A COMPARISON OF MARKET DATA REGARDING SALARIES FOR EACH LEVEL. A 6% COST OF LIVING ADJUSTMENT WAS PROVIDED IN OCTOBER OF 2023. A SALARY SCAN WAS ALSO CONDUCTED AND IMPLEMENTED IN JUNE 2024, WHICH INCREASED ALL SALARIES, MOST SIGNIFICANTLY THE EXECUTIVE TEAM. FORM 990, PART VI, SECTION C, LINE 19 THE NATIONAL FUND MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G EVALUATION CONSULTANTS: PROGRAM SERVICE EXPENSES 54,918. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 54,918. REI: PROGRAM SERVICE EXPENSES 22,497. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,497. OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 100,338. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 100,338. SUBJECT MATTER EXPERT FEES: PROGRAM SERVICE EXPENSES 139,265. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 139,265. CREATIVE SERVICES: PROGRAM SERVICE EXPENSES 3,622. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,622. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 9,750. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,750. FORM 990, PART XII, LINE 2: THE NATIONAL FUND'S FINANCIAL STATEMENTS WILL BE AUDITED FOR THE 15 MONTH PERIOD ENDED DECEMBER 31, 2025.