2014-07-24T16:02:59-05:00 2013-12-31 410746749 CLIFTONLARSONALLEN LLP 4250 N FAIRFAX DRIVE SUITE 1020 ARLINGTON VA 22203 990 2013-01-01 521655740 MARRIOTT FOUNDATION FOR PEOPLE WITH DISABILITIES INC MARR 3013807771 10400 FERNWOOD RD BETHESDA MD 20817 THOMAS ASBURY EXECUTIVE DIRECTOR 3013807771 2014-07-15 1 DAVID TRIMNER P00444822 5712279500 2013 2015-11-30 17:44:51Z THOMAS ASBURY 10400 FERNWOOD RD BETHESDA MD 20817 14960343 0 X WWW.MARRIOTTFOUNDATIONBRIDGES.ORG X 1989 MD TO FOSTER EMPLOYMENT OPPORTUNITIES FOR YOUNG PEOPLE WITH DISABILITIES. 5 4 0 5 0 0 5072188 9275107 0 0 92959 169545 838462 -181916 6003609 9262736 0 0 0 0 5198556 4788561 138350 160498 215902 1469573 1245536 6806479 6194595 -802870 3068141 4763765 7565980 855871 396797 3907894 7169183 TO FOSTER EMPLOYMENT OPPORTUNITIES FOR YOUNG PEOPLE WITH DISABILITIES. 0 0 4350397 - BRIDGES....FROM SCHOOL TO WORK -MARRIOTT FOUNDATION FOR PEOPLE WITH DISABILITIES, INC. WAS ESTABLISHED IN 1989 BY THE FAMILY OF J. WILLARD MARRIOTT WITH THE PURPOSE OF FOSTERING THE EMPLOYMENT OF YOUNG PEOPLE WITH DISABILITIES. TO ACHIEVE THIS, THE FOUNDATION DEVELOPED AND OPERATES A SCHOOL-TO-WORK TRANSITION PROGRAM WHICH PLACES YOUNG PEOPLE WITH DISABILITIES WHO ARE PREPARING TO EXIT HIGH SCHOOL IN JOBS WITH LOCAL EMPLOYERS. THE PROGRAM "BRIDGES...FROM SCHOOL TO WORK" (BRIDGES) WAS ESTABLISHED IN MONTGOMERY COUNTY, MARYLAND. BRIDGES NOW ALSO OPERATES PROGRAMS IN OAKLAND, SAN FRANCISCO AND LOS ANGELES, CALIFORNIA; ATLANTA, GEORGIA; PHILADELPHIA, PENNSYLVANIA; WASHINGTON, D.C.; CHICAGO, ILLINOIS; BALTIMORE, MD; AND DALLAS, TEXAS. 4350397 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 2 0 0 0 0 0 0 0 1 1 0 0 0 0 X 5 4 1 1 1 0 0 0 0 1 1 1 1 1 1 1 1 1 1 1 0 0 0 CA CT DC FL IL MD MA MI MN NJ NC NY OH PA VA X MARK HEARN 3013803253 10400 FERNWOOD RD BETHESDA MD 20817 RICHARD E MARRIOTT CHAIR 1.00 X X 0 0 0 MARK R DONOVAN VICE CHR/SR MGR BUS DEVEL 20.00 X X 185684 0 15042 I KING JORDAN TRUSTEE/AUDIT COMMITTEE 1.00 X 5000 0 0 STEPHEN G MARRIOTT TRUSTEE 1.00 X 0 0 0 JIMMIE WALTON PASCHALL TRUSTEE/AUDIT COMMITTEE 1.00 X 5000 0 0 DEBBIE MARRIOTT HARRISON TRUSTEE 1.00 X 0 0 0 LINDA BENDER SECRETARY 1.00 X 0 0 0 JAMES A POULOS TREASURER 1.00 X 0 0 0 THOMAS ASBURY EXECUTIVE DIRECTOR 40.00 X 260605 0 21505 MARK HEARN DIRECTOR OF FINANCE 40.00 X 109008 0 16175 ANTHEA CHARLES SAN FRANCISCO/OAKLAND SITE DIRECTOR 40.00 X 105098 0 16527 KENNETH UPSHAW CHICAGO SITE DIR. 40.00 X 117977 0 10182 THERESE LYONS LOS ANGELES SITE DIRECTOR 40.00 X 110294 0 5993 ALLEN BROWN ATLANTA SITE DIR. 40.00 X 110129 0 10052 1008795 0 95476 7 0 1 1 MARRIOTT INTERNATIONAL INC 10400 FERNWOOD ROAD BETHESDA MD 20817 MANAGEMENT 5141427 ORR ASSOCIATES INC 2801 M STREET NW WASHINGTON DC 20007 FUNDRAISING 160498 2 1302219 2321932 5650956 5201900 9275107 61773 61773 5539163 5431391 107772 107772 107772 84300 1302219 266216 -181916 -181916 9262736 0 0 -12371 398510 301860 93570 3080 3214492 2434888 754759 24845 849100 643169 199368 6563 326459 247284 76652 2523 25544 25544 160498 160498 36094 995 35099 46455 30242 14238 1975 133370 84084 49286 427814 297049 127919 2846 205081 138616 60619 5846 291047 3523 31091 256433 15408 11988 3420 4493 2252 2241 HUMAN RESOURCE SERVICES 83860 83860 TELEPHONE 82779 69615 13054 110 STUDENT RELATED 47235 47235 MAINTENANCE AND REPAIRS 22039 7178 14861 -175683 30419 42715 -248817 6194595 4350397 1628296 215902 7150 7149 1064925 898707 703835 978972 138143 95809 338591 273277 24755 65314 2794589 5490601 30368 29428 4763765 7565980 5000 5387 7309 5801 843562 385609 855871 396797 X 3907894 4169183 3000000 3907894 7169183 4763765 7565980 3068141 193148 0 X 0 1 X 1 1 1 X 7858271 5852861 6984614 6047168 9275107 36018021 7858271 5852861 6984614 6047168 9275107 36018021 14478643 21539378 36018021 87030 0.59800 0.60480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 338591 273277 65314 65314 DUE TO MARRIOTT INTERNATIONAL, INC. 385609 385609 X 9722100 193148 193148 9528952 -266216 -266216 9262736 6460811 266216 266216 6194595 0 6194595 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES ON ITS EXEMPT ACTIVITES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE INTERNAL REVENUE SERVICE DETERMINED THAT THE ORGANIZATION IS NOT A PRIVATE FOUNDATION. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE TAX RETURNS FOR THE FISCAL YEARS 2010 THROUGH 2012 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -266,216. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 266,216. X X X 1 ORR ASSOCIATES INC 2801 M STREET NW WASHINGTON DC 20007 FUNDRAISING EVENT MANAGEMENT 0 1386519 160498 1226021 1386519 160498 1226021 CA CT FL GA IL MD MA MI MN MO NJ NY NC OH PA TX VA DC GALA 1386519 1302219 84300 127224 70000 68992 1386519 1302219 84300 127224 70000 68992 266216 -181916 0 0 0 0 0 0 0 0 0 MARK R DONOVAN VICE CHR/SR MGR BUS DEVEL 81864 0 24834 0 78986 0 3946 0 11096 0 200726 0 0 0 THOMAS ASBURY EXECUTIVE DIRECTOR 161457 0 50414 0 48734 0 6538 0 14967 0 282110 0 0 0 SCHEDULE J PART III THE FOUNDATION DOES NOT COMPENSATE ANY INDIVIDUALS. THE FOUNDATION HAS A MANAGEMENT AGREEMENT WITH MARRIOTT INTERNATIONAL, INC. UNDER THE TERMS OF THE AGREEMENT, MARRIOTT PROVIDES STAFF, OVERHEAD AND ADMINSTRATIVE SERVICES FOR THE FOUNDATION. THE COMPENSATION INFORMATION ON FORM 990 IS THE AMOUNT COMPENSATED BY MARRIOTT INTERNATIONAL, INC UNDER THE MANAGEMENT CONTRACT. MARK HEARN- DIRECTOR OF FINANCE BASIC SALARY:$92,467 BONUS:$16,541 DEFERRED COMPENSATION:$4,180 NON TAXABLE BENEFITS:$11,995 KENNETH UPSHAW- CHICAGO SITE DIRECTOR BASIC SALARY:$110,003 BONUS:$7,974 DEFERRED COMPENSATION:$4,599 NON TAXABLE BENEFITS:$5,583 THERESE LYONS - LOS ANGELES SITE DIRECTOR BASIC SALARY:$103,834 BONUS:$6,460 DEFERRED COMPENSATION:$0 NON TAXABLE BENEFITS:$5,993 ALLEN BROWN - ATLANTA SITE DIRECTOR BASIC SALARY:$103,868 BONUS:$6,261 DEFERRED COMPENSATION:$4,059 NON TAXABLE BENEFITS:$5,993 I. KING JORDAN- TRUSTEE/AUDIT COMMITTEE BASIC SALARY:$5,000 JIMMIE WALTON PASCHALL- TURSTEE/AUDIT COMMITTEE BASIC SALARY:$5,000 ANTHEA CHARLES BASIC SALARY $99,781 BONUS: $5,317 DEFERRED COMPENSATION:$2,406 NON TAXABLE BENEFITS: $14,121 X 113586 5201900 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 RICHARD E. MARRIOTT AND STEPHEN G. MARRIOTT - FAMILY RELATIONSHIP DEBBIE MARRIOTT HARRISON AND RICHARD E. MARRIOTT - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 3 THE FOUNDATION ENTERED INTO A SERVICES AGREEMENT WITH MARRIOTT INTERNATIONAL, INC. (THE "SERVICES AGREEMENT" DATED JANUARY 1, 1998). UNDER THE SERVICES AGREEMENT, MARRIOT INTERNATIONAL, INC. IS AN INDEPENDENT CONTRACTOR PROVIDING STAFF, OVERHEAD, AND ADMINISTRATIVE SERVICES FOR THE FOUNDATION. THE TOTAL AMOUNT INCURRED UNDER THE MANAGEMENT AGREEMENT WITH MARRIOTT INTERNATIONAL, INC. DURING THE YEAR ENDED DECEMBER 31, 2013 WAS $5,141,427. THE AMOUNTS PAID TO MARRIOTT INTERNATIONAL, INC. ARE PRESENTED WITHIN THE FUNCTIONAL EXPENSES BY THEIR NATURAL CLASS AND NOT AS A MANAGEMENT FEE TO MAINTAIN CONSISTENCY BETWEEN THE FINANCIAL STATEMENTS AND THE FORM 990. FORM 990, PART VI, SECTION A, LINE 4 ARTICLES OF INCORPORATION WERE CHANGED IN 2013. THE FOUNDATION WAS ESTABLISHED IN 1989 AS A PRIVATE FOUNDATION (AS DEFINED IN SECTION 509A OF THE IRS CODE) AND REMAINED AS SUCH IN THE FORMATIVE MONTHS UNTIL SUCH TIME THAT THE FOUNDATION SUBMITTED SUBSTANTIATED DOCUMENTATION TO THE IRS FOR PERMISSION TO OPERATE AS A PUBLIC CHARITY (AS DEFINED IN SECTION 501 (C) 3 OF THE IRS CODE). SUCH PERMISSION WAS GRANTED AS OF JANUARY 1, 1993, AND THE FOUNDATION HAS SINCE OPERATED UNDER THIS RULING. HOWEVER, THE ARTICLES OF INCORPORATION WERE NEVER CHANGED TO REFLECT THIS NEW STATUS AND IT CONFUSED POTENTIAL FUNDING SOURCES SO THE ARTICLES WERE AMENDED IN 2013. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 TAX PACKAGE IS PREPARED BY THE FOUNDATION'S DIRECTOR OF FINANCE (DOF). IT IS THEN SUBMITTED TO AN INDEPENDENT ACCOUNTING FIRM FOR PREPARATION. ONCE PREPARED, THE FORM 990 WILL BE REVIEWED IN DETAIL BY THE DOF AND THE EXECUTIVE DIRECTOR. ANY ISSUES OR QUESTIONS IDENTIFIED WILL BE DISCUSSED AND RESOLVED WITH THE INDEPENDENT ACCOUNTING FIRM. ONCE THE FORM 990 IS FINALIZED, A COPY WILL BE SENT TO EACH MEMBER OF THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION'S OFFICERS AND TRUSTEES ARE REQUIRED TO ACKNOWLEDGE ANNUALLY THAT THEY ARE IN COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY WHICH INCLUDES AN EVALUATION OF ALL RELATIONSHIPS THAT MAY GIVE RISE TO A CONFLICT OF INTEREST. POTENTIAL CONFLICTS MUST BE REPORTED TO THE CHAIRMAN OF THE BOARD AND THE CONFLICTED INDIVIDUAL MAY NOT PARTICIPATE IN THE DISCUSSION, DECISION, OR VOTE APPLICABLE TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 FORM 990 PART VI SECTION B LINE 15 THE FOUNDATION DOES NOT COMPENSATE ANY INDIVIDUALS, AND DOES NOT HAVE A POLICY IN PLACE. HOWEVER, MARRIOTT INTERNATIONAL, INC. DOES PERFORM THE NECESSARY DUE DILIGENCE INCLUDING COMPARABILITY DATA AND CONTEMPORANEOUS DOCUMENTATION WHEN DETERMINING REASONABLE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, NOR ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART VII JIMMIE WALTON PASCHALL - 5604 16TH ST, NW, WASHINGTON, DC 20011.