TECHFORCE FOUNDATION: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
TECHFORCE FOUNDATION (EIN 59-3828402)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-08-15
IRS object ID
201402279349304600
Schema version
2013v3.0
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

FieldValueIRS element (for citing)
Return2014-08-15T16:35:08-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN450250958PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EIDE BAILLY LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11850 N CENTRAL AVE SUITE 400AddressLine1
CityPHOENIXCity
StateAZState
ZIP Code850044527ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593828402EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSAL TECHNICAL INSTITUTE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlUNIVBusinessNameControlTxt
Phone6234450933PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line116620 N SCOTTSDALE ROAD NO 100AddressLine1
CitySCOTTSDALECity
StateAZState
ZIP Code85254ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJENNIFER MAHERPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone6234450933PhoneNum
Signature2014-08-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRENDA A BLUNTPreparerPersonNm
PTINP00075126PTIN
Phone6022645844PhoneNum
Preparation2014-08-15PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJENNIFER MAHERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line116620 N SCOTTSDALE ROAD NO 100AddressLine1
CitySCOTTSDALECity
StateAZState
ZIP Code85254ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$2,610,837GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UTIFOUNDATION.NETWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2005FormationYr
Legal Domicile StateAZLegalDomicileStateCd
Activity Or MissionTHE UTI FOUNDATION PROVIDES DOZENS OF SCHOLARSHIPS AND GRANTS IN A VARIETY OF (CONT. ON SCH O) AREAS TO STUDENTS WISHING TO PURSUE A SPECIALIZED TECHNICAL EDUCATION AT ANY ONE OF 11 UTI CAMPUSES THROUGHOUT THE US. SCHOLARSHIPS ARE AVAILABLE IN THE AUTOMOTIVE, DIESEL, COLLISION REPAIR, MOTORCYCLE, MARINE AND NASCAR SERVICE REPAIR PROGRAMS TO HELP STUDENTS GET TO SCHOOL, STAY AND GRADUATE INTO PRODUCTIVE CAREERS. DESIGNATED SCHOLARSHIPS ARE ALSO AVAILABLE FOR MILITARY VETERANS TO HELP GAIN THE TRAINING TO TRANSITION INTO CIVILIAN LIFE. EMERGENCY GRANTS PROVIDE SUPPORT TO CAMPUS FOOD PANTRIES AND ASSIST INCOMING AND CURRENT STUDENTS WHO EXPERIENCE AN UNEXPECTED FINANCIAL CRISIS. FOR MORE INFORMATION ON UTI FOUNDATION SCHOLARSHIPS AND GRANTS, GO TO WWW.UTIFOUNDATION.NET.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers42TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,598,933PYContributionsGrantsAmt
CY Contributions Grants$1,662,884CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$42,585PYInvestmentIncomeAmt
CY Investment Income$68,723CYInvestmentIncomeAmt
PY Other Revenue-$78,659PYOtherRevenueAmt
CY Other Revenue$14,559CYOtherRevenueAmt
PY Total Revenue$1,562,859PYTotalRevenueAmt
CY Total Revenue$1,746,166CYTotalRevenueAmt
PY Grants And Similar Paid$1,069,878PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,118,788CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$8,025PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$60,000CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$102,729CYTotalFundraisingExpenseAmt
PY Other Expenses$165,142PYOtherExpensesAmt
CY Other Expenses$210,406CYOtherExpensesAmt
PY Total Expenses$1,243,045PYTotalExpensesAmt
CY Total Expenses$1,389,194CYTotalExpensesAmt
PY Revenues Less Expenses$319,814PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$356,972CYRevenuesLessExpensesAmt
Total Assets BOY$2,694,454TotalAssetsBOYAmt
Total Assets EOY$3,247,947TotalAssetsEOYAmt
Total Liabilities BOY$64,068TotalLiabilitiesBOYAmt
Total Liabilities EOY$94,735TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,630,386NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,153,212NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE FOUNDATION'S MISSION IS TO SUPPORT AND ENCOURAGE TECHNICAL EDUCATION FOR THE AUTOMOTIVE, DIESEL, COLLISION REPAIR, MOTORCYCLE, MARINE, NASCAR AND OTHER TRANSPORTATION INDUSTRIES THROUGH SCHOLARSHIPS, GRANTS, CAREER DEVELOPMENT AND OTHER (CONT. ON SCH O) SPECIAL PROGRAMS. IN MEETING THIS MISSION, THE FOUNDATION WILL STRIVE TO: - PROVIDE FINANCIAL AND PROGRAMMATIC SUPPORT FOR STUDENTS WHO WOULD NOT OTHERWISE BE ABLE TO RECEIVE POST-SECONDARY EDUCATION; -DEVELOP INNOVATIVE PUBLIC SERVICE PROGRAMS RECOGNIZED AS BEST IN THE INDUSTRY;-ENHANCE POST-TECHNICAL EDUCATION THROUGH A SUPPORT NETWORK PROVIDING CAREER DEVELOPMENT OPPORTUNITIES;-RECOGNIZE TECHNICAL ACHIEVEMENT; AND-RAISE AWARENESS AND SUPPORT OF TECHNICAL EDUCATION WITHIN THE COMMUNITIES AND INDUSTRY IT SERVES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,149,730ExpenseAmt
Grant$1,118,788GrantAmt
DescTO HELP STUDENTS GET TO SCHOOL, STAY IN SCHOOL AND GRADUATE INTO PRODUCTIVE CAREERS IN THE SERVICE REPAIR INDUSTRY. THIS IS ACHIEVED THROUGH SCHOLARSHIPS AND EMERGENCY GRANTS.Desc
Total Program Service Expenses$1,149,730TotalProgramServiceExpensesAmt
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 FootnoteYes (1)IncludeFIN48FootnoteInd
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 FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
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 Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
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 Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form1098 C Filed0Form1098CFiledInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
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 CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonLISA MATTKEPersonNm
Phone6234450933PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line116220 N SCOTTSDALE ROADAddressLine1
CitySCOTTSDALECity
StateAZState
ZIP Code85254ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
TODD ARMSTRONG
DIRECTOR1.00Yes (X)$0$0$0
WILLIAM T BIRGE
DIRECTOR1.00Yes (X)$0$0$0
BARRY FODOR
DIRECTOR (UNTIL 1/25/13)1.00Yes (X)$0$0$0
FRANK PLACENTI
DIRECTOR1.00Yes (X)$0$0$0
ROBERT A BENDOTTI
DIRECTOR1.00Yes (X)$0$0$0
DANIEL M HANCOCK
DIRECTOR1.00Yes (X)$0$0$0
FREDERICK NADER
DIRECTOR1.00Yes (X)$0$0$0
CHRIS HOGAN
DIRECTOR1.00Yes (X)$0$0$0
LARRY HOHL
DIRECTOR1.00Yes (X)$0$0$0
HOWARD LESSER
DIRECTOR1.00Yes (X)$0$0$0
VERONICA K MEURY
SECRETARY/VP/ED40.00Yes (X)$0$0$0Yes (X)
DONALD W ABLESON
CHAIRMAN/PRESIDENT1.00Yes (X)$0$0$0Yes (X)
WILLIAM R KRAUS
TREASURER/DIRECTOR1.00Yes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$3,461FederatedCampaignsAmt
Fundraising$49,710FundraisingAmt
All Other Contributions$1,609,713AllOtherContributionsAmt
Noncash Contributions$120,762NoncashContributionsAmt
Total Contributions$1,662,884TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$43,898TotalRevenueColumnAmt
Exclusion$43,898ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$873,282SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$848,457SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$24,825SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,825TotalRevenueColumnAmt
Exclusion$24,825ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$30,773FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$49,710ContriRptFundraisingEventAmt
Fundraising Direct Expenses$16,214FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,559TotalRevenueColumnAmt
Exclusion$14,559ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,746,166TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$83,282ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$1,118,788TotalAmt
Program Services$1,118,788ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$14,989TotalAmt
Management And General$14,989ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$60,000TotalAmt
Fundraising$60,000FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$82,231TotalAmt
Management And General$72,893ManagementAndGeneralAmt
Fundraising$9,338FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$24,572TotalAmt
Management And General$9,701ManagementAndGeneralAmt
Fundraising$14,871FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$16,599TotalAmt
Management And General$16,599ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$18,131TotalAmt
Management And General$18,131ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$24,693TotalAmt
Program Services$6,173ProgramServicesAmt
Fundraising$18,520FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$24,769TotalAmt
Program Services$24,769ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,135TotalAmt
Management And General$3,135ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Total$1,287TotalAmt
Management And General$1,287ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,389,194TotalAmt
Program Services$1,149,730ProgramServicesAmt
Management And General$136,735ManagementAndGeneralAmt
Fundraising$102,729FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$143,496BOYAmt
EOY$141,879EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,174,518BOYAmt
EOY$2,292,837EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$244,534BOYAmt
EOY$464,290EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$32,683BOYAmt
EOY$94,078EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$360,442LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$209,846LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$99,223BOYAmt
EOY$150,596EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$104,267EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,694,454BOYAmt
EOY$3,247,947EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$64,068BOYAmt
EOY$94,735EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$64,068BOYAmt
EOY$94,735EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,160,329BOYAmt
EOY$1,471,577EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,470,057BOYAmt
EOY$1,681,635EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,630,386BOYAmt
EOY$3,153,212EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,694,454BOYAmt
EOY$3,247,947EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$356,972ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$78,790NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$87,064OtherChangesInNetAssetsAmt
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$1,896,760CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,393,147CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,361,256CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,598,933CurrentTaxYearMinus1YearAmt
Current Tax Year$1,662,884CurrentTaxYearAmt
Total$7,912,980TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,896,760CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,393,147CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,361,256CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,598,933CurrentTaxYearMinus1YearAmt
Current Tax Year$1,662,884CurrentTaxYearAmt
Total$7,912,980TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,133,705SubstantialContributorsTotAmt
Public Support Total170$4,779,275PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,987CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,636CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,567CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$42,585CurrentTaxYearMinus1YearAmt
Current Tax Year$43,898CurrentTaxYearAmt
Total$104,673TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$97,493CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$36,061CurrentTaxYearMinus1YearAmt
Current Tax Year$30,773CurrentTaxYearAmt
Total$164,327TotalAmt
FieldValueIRS element (for citing)
Total Support$8,181,980TotalSupportAmt
Public Support CY1700.58410PublicSupportCY170Pct
Public Support PY1700.55010PublicSupportPY170Pct
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

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$360,442OtherCostOrOtherBasisAmt
Depreciation$209,846DepreciationAmt
Book Value$150,596BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$150,596TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,268,683TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$78,790NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$340,449DonatedServicesAndUseFcltsAmt
Other Revenue$87,064OtherRevenueAmt
Revenue Not Reported$506,303RevenueNotReportedAmt
Revenue Subtotal$1,762,380RevenueSubtotalAmt
Other Revenues Not Included-$16,214OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$16,214RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,746,166TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,745,857TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$340,449DonatedServicesUseFcltsAmt
Other Expenses Included$16,214OtherExpensesIncludedAmt
Expenses Not Reported$356,663ExpensesNotReportedAmt
Expenses Subtotal$1,389,194ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,389,194TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY INCOME TAX POSITIONS TAKEN, AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:SCHOLARSHIP REFUNDS 87,064.
PART XI, LINE 4B - OTHER ADJUSTMENTS:FUNDRAISING EXPENSES RECLASSIFIED TO NET WITH REVENUE -16,214.
PART XII, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EXPENSES RECLASSIFIED TO NET WITH REVENUE 16,214.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
SANDRA MARSHALL & ASSOCIATES
222 S CHURCH STCHARLOTTENC28202FUNDRAISING COUNSEL0$5,000$60,000$5,000
CYNTHIA BRAUN ELTZ
544 RIVERCREST DRWOODSTOCKGA30188GRANT WRITING0$0$9,338$0
FieldValueIRS element (for citing)
Total Gross Receipts$5,000TotalGrossReceiptsAmt
Total Retained By Contractors$69,338TotalRetainedByContractorsAmt
Total Net To Organization$5,000TotalNetToOrganizationAmt

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1DRIVE TO SUCCEED SUPERKART EVENTNameOfEvent1Amt
Gross Receipts Event1$80,483GrossReceiptsEvent1Amt
Charitable Contri Event1$49,710CharitableContriEvent1Amt
Gross Revenue Event1$30,773GrossRevenueEvent1Amt
Rent Facility Costs Event1$942RentFacilityCostsEvent1Amt
Food And Beverage Event1$1,000FoodAndBeverageEvent1Amt
Entertainment Event1$583EntertainmentEvent1Amt
Other Direct Expenses Event1$13,689OtherDirectExpensesEvent1Amt
Gross Receipts Total$80,483GrossReceiptsTotalAmt
Charitable Contributions Tot$49,710CharitableContributionsTotAmt
Gross Revenue Total Events$30,773GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$942RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$1,000FoodAndBeverageTotalEventsAmt
Entertainment Total Events$583EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$13,689OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$16,214DirectExpenseSummaryEventsAmt
Net Income Summary$14,559NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE G, PART I, LINE 2B, COLUMN (V)FormAndLineReferenceDesc
ExplanationTHE AGREEMENT BETWEEN THE ORGANIZATION AND SANDRA MARSHALL & ASSOCIATES WAS IN THE EARLY STAGES COMMENCING THE LAST QUARTER OF THE CALENDAR YEAR. THE EFFORTS OF GRANT WRITING SECURED A GRANT AWARDED IN 2014.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
SCHOLARSHIP875$984,124
HARDSHIP ASSISTANCE68$47,329
FOOD PANTRY PROGRAM3335$66,692FMVFOOD

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART IIIFormAndLineReferenceDesc
ExplanationSTUDENTS APPLY FOR A SCHOLARSHIP OR GRANT BASED ON ESTABLISHED CRITERIA AND MONEY AVAILABLE. GRANT FUNDS ARE DISBURSED AS NEEDED AS LONG AS THE STUDENT PROVIDES THE NECESSARY DOCUMENTATION. STUDENTS APPLY FOR A PARTICULAR SCHOLARSHIP BASED ON ESTABLISHED CRITERIA, COMPLETE THE APPLICATION FORM AND SUBMIT IT BY THE STATED DEADLINE. EACH SCHOLARSHIP FUND SETS THE NUMBER OF AWARDS PER YEAR. HARDSHIP ASSISTANCE IS MONITORED TYPICALLY BY PAYING BASIC-NEED EXPENSES (HOUSING, UTILITIES, ETC.) BASED ON THE SUBMISSION OF SUPPORTING DOCUMENTATION. THE FOOD PANTRY PROGAM PROVIDES FINANCIALLY DISTRESSED STUDENTS WITH SMALL QUANTITIES OF FOOD STAPLES. SUBSEQUENT TO THE GRANT, NO FURTHER MONITORING IS CONSIDERED NECESSARY OR APPROPRIATE. THE NUMBER OF RECIPIENTS IS AN ESTIMATE OF ASSISTANCE INSTANCES BASED ON CASUAL OBSERVATION. THE NUMBER DOES NOT ATTEMPT TO ESTIMATE THE NUMBER OF UNIQUE RECIPIENTS.ExplanationTxt

Schedule M IRS990ScheduleM

Cars And Other Vehicles CarsAndOtherVehiclesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$76,142NoncashContributionsRptF990Amt
Method Of Determining RevenuesMANUFACTURER LIST PRICEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)SILENT AUCTIO18$22,537FMV
Yes (X)GOODS1$22,083FMV
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 4CHANGES TO THE BYLAWS INCLUDE DEFINING THE BOARD'S RESPONSIBILITY FOR THE EVALUATION OF THE EXECUTIVE DIRECTOR'S PERFORMANCE AND SETTING OF COMPENSATION, INCREASING THE NUMBER OF BOARD MEMBERS FROM 10 TO 15 AND GRANTING THE RIGHT TO SET UP COMMITTEES OF THE BOARD.
FORM 990, PART VI, SECTION A, LINE 8BTHERE IS NO COMMITTEE AUTHORIZED TO ACT ON BEHALF OF THE BOARD.
FORM 990, PART VI, SECTION B, LINE 11PRIOR TO FILING THE RETURN, A DRAFT COPY IS SUBMITTED TO EXECUTIVE DIRECTOR AND THEN TO THE FINANCE COMMITTEE. THE RETURN IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW TO ENSURE THAT THE INFORMATION PRESENTED ON THE RETURN IS AN ACCURATE DESCRIPTION OF THE ACTIVITIES OF THE FOUNDATION.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY, EACH DIRECTOR, OFFICER AND MEMBER OF A COMMITTEE WITH BOARD AUTHORIZED POWERS SIGNS A STATEMENT WHICH AFFIRMS (S)HE HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, READ AND UNDERSTANDS THE POLICY, AGREES TO COMPLY WITH THE POLICY AND UNDERSTANDS THE FOUNDATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OF MORE OF ITS TAX-EXEMPT PURPOSES. THE ORGANIZATION ALSO CONDUCTS PERIODIC REVIEWS TO ENSURE THE FOUNDATION OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSE. THESE REVIEWS SPECIFICALLY LOOK AT COMPENSATION ARRANGEMENTS WITH DISQUALIFIED PERSONS AND WHETHER PARTNESHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGAZATIONS CONFORM TO THE FOUNDATION'S WRITTEN POLICIES.
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE DIRECTOR'S SERVICES TO THE ORGANIZATION ARE PROVIDED BY UNIVERSAL TECHNICAL INSTITUTE, AN UNRELATED ORGANIZATION, WITHOUT CHARGE TO THE ORGANIZATION. UNIVERSAL TECHNICAL INSTITUTE SETS HER SALARY. BECAUSE UNIVERSAL TECHNICAL INSTITUTES DOES NOT TAKE A CHARITABLE CONTRIBUTION FOR THE PROVISION OF THESE SERVICES, NO COMPENSATION IS REPORTED ON PART VII OR SCHEDULE J OF THE RETURN (SEE FORM 990 INSTRUCTIONS FOR PART VII, LINE 5).
FORM 990, PART VI, SECTION C, LINE 19THE FOUNDATION MAKES ITS FORM 1023, FORM 990 RETURNS, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC FOR INSPECTION UPON REQUEST.
FORM 990, PART XI, LINE 9:SCHOLARSHIP REFUNDS 87,064.

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