2012-08-02T12:14:05-05:00 2011-12-31 410746749 CLIFTONLARSONALLEN LLP 2900 SOUTH QUINCY ST SUITE 150 ARLINGTON VA 22206 990 2011-01-01 521655740 MARRIOTT FOUNDATION FOR PEOPLE WITH DISABILITIES INC MARR 3013807771 10400 FERNWOOD RD BETHESDA MD 20817 THOMAS ASBURY 3013807771 2012-07-30 1 KAREN GRIES P00078514 7039985100 2011 2016-02-24 21:20:13Z THOMAS ASBURY 10400 FERNWOOD RD BETHESDA MD 20817 7471705 0 X WWW.MARRIOTTFOUNDATIONBRIDGES.ORG X 1989 MD TO FOSTER EMPLOYMENT OPPORTUNITIES FOR YOUNG PEOPLE WITH DISABILITIES. 5 4 0 5 0 0 4880311 5897173 0 0 61530 162708 815066 956311 5756907 7016192 0 0 0 0 4825633 5131144 130970 140150 182985 1589042 1712022 6545645 6983316 -788738 32876 5419094 5508287 845948 975985 4573146 4532302 TO FOSTER EMPLOYMENT OPPORTUNITIES FOR YOUNG PEOPLE WITH DISABILITIES. 0 0 4966220 - 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; AND DALLAS, TEXAS. 4966220 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 0 0 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 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 GA IL TX CA PA NY X MARK HEARN 3013803253 10400 FERNWOOD RD BETHESDA MD 20817 RICHARD E MARRIOTT 1.00 X X 0 0 0 MARK R DONOVAN 31.00 X X 102191 0 9469 I KING JORDAN 1.00 X 5000 0 0 FLORETTA DUKES MCKENZIE 1.00 X 5000 0 0 STEPHEN G MARRIOTT 1.00 X 0 0 0 JIMMIE WALTON PASCHALL 1.00 X 0 0 0 LINDA BENDER 1.00 X 0 0 0 JAMES A POULOS 1.00 X 0 0 0 THOMAS ASBURY 40.00 X 232063 0 14949 MARK HEARN 40.00 X 102097 0 8995 KENNETH UPSHAW 40.00 X 115276 0 7714 ALLEN BROWN 40.00 X 101644 0 7729 663271 0 48856 5 0 1 1 MARRIOTT INTERNATIONAL INC 10400 FERNWOOD ROAD BETHESDA MD 20817 MANAGEMENT SERVICES 5440418 ORR ASSOCIATES INC 2801 M STREET NW WASHINGTON DC 20007 FUNDRAISING EVENT MGMT 140150 2 86200 3275865 2535108 5897173 70019 70019 330872 238183 92689 92689 92689 1173641 86200 217330 956311 956311 7016192 0 0 1119019 479765 285274 192348 2143 3566676 2930666 613997 22013 85039 71020 13486 533 641990 515691 122426 3873 357674 284931 70603 2140 23721 23721 140150 140150 46271 46271 208780 130541 69755 8484 153580 76841 76739 478451 365579 110501 2371 265105 151066 108901 5138 374915 11398 161557 201960 85842 51885 33957 4039 4039 HUMAN RESOURCE SERVICES 98604 98604 STUDENT RELATED 56111 56111 TRAINING AND DEVELOPMEN 38993 11243 27750 0 DUES AND FEES 33200 15502 11187 6511 -155590 8472 48269 -212331 6983316 4966220 1834111 182985 7150 7150 1527034 1740917 1015234 877905 100288 100873 263696 243504 96988 20192 2647311 2736245 25089 25005 5419094 5508287 12889 150129 8809 833059 817047 845948 975985 X 4543146 4472302 30000 60000 4573146 4532302 5419094 5508287 X 32876 -73720 X X 0 1 1 X 1 1 X 5876558 6325268 7858271 4880311 5897173 30837581 5876558 6325268 7858271 4880311 5897173 30837581 11187209 19650372 194883 100405 66909 61530 70020 493747 31331328 309430 0.62720 0.63850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 263696 243504 20192 20192 DUE TO MARRIOTT INTERNATIONAL, INC. 817047 817047 7016192 6983316 32876 -73720 -73720 -40844 7159802 -73720 217330 143610 7016192 0 7016192 7200646 217330 217330 6983316 0 6983316 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE TAX RETURNS FOR THE FISCAL YEARS ENDED 2008 THROUGH 2010 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 217,330. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 217,330. X X X 1 ORR ASSOCIATES INC 2801 M STREET NW WASHINGTON DC 20007 FUNDRAISING EVENT MANAGEMENT 0 1259841 140150 1119691 1259841 140150 1119691 GA IL TX CA PA MD DC VA NY GALA 1259841 86200 1173641 133688 16376 67266 1259841 86200 1173641 133688 16376 67266 217330 956311 0 0 0 0 0 0 0 0 0 THOMAS ASBURY 149907 0 44441 0 37715 0 5758 0 9191 0 247012 0 0 0 SUPPLEMENTAL INFORMATION 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:$86,982 BONUS:$15,115 DEFERRED COMPENSATION:$2,170 NON TAXABLE BENEFITS:$6,825 KENNETH UPSHAW- CHICAGO SITE DIRECTOR BASIC SALARY:$106,767 BONUS:$8,509 DEFERRED COMPENSATION:$4,751 NON TAXABLE BENEFITS:$2,963 MARK R. DONOVAN- VICE CHAIR/SR MANAGER BUSINESS DEVELOPMENT BASIC SALARY:$78,810 BONUS:$23,381 DEFERRED COMPENSATION:$4,112 NON TAXABLE BENEFITS:$5,357 ALLEN BROWN - ATLANTA SITE DIRECTOR BASIC SALARY:$93,559 BONUS:$8,085 DEFERRED COMPENSATION:$4,375 NON TAXABLE BENEFITS:$3,354 I. KING JORDAN- TRUSTEE/AUDIT COMMITTEE BASIC SALARY:$5,000 FLORETTA DUKES MCKENZIE- TURSTEE/AUDIT COMMITTEE BASIC SALARY:$5,000 FORM 990, PART VI, SECTION A, LINE 2 RICHARD E. MARRIOTT AND STEPHEN G. 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, MARRIOTT 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, 2011 WAS $5,440,418. 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 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 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -73,720. EXPLANATION ON CHANGE IN OVERSIGHT AND SELECTION PROCESS FORM 990, PART XI, LINE 2C THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS AND SELECTION PROCESS DURING THE TAX YEAR.