2024-09-24T14:19:42-05:00 2023-12-31 593204548 JAMES MOORE & CO PL 5931 NW 1ST PL GAINESVILLE FL 326072063 990 2023-01-01 592794573 MYERS & BRIGGS FOUNDATION INC MYER 3523750160 203 NE 1ST ST GAINESVILLE FL 326015367 MARK ENTING CHAIRMAN AND CEO 3523750160 2024-09-19 1 1 CORINNE LAROCHE P01500189 3523781331 2024-09-19 2023 2024-08-08 14:25:15Z MARK ENTING 203 NE 1ST ST GAINESVILLE FL 326015367 4640704 0 X WWW.MYERSBRIGGS.ORG X 1984 FL MYERS & BRIGGS FOUNDATION'S MISSION, AS A NOT-FOR-PROFIT ORGANIZATION, IS TO EXTEND AND TEACH THE ACCURATE UNDERSTANDING OF THE PRACTICAL APPLICATIONS OF THE C.G. JUNG'S THEORY OF PSYCHOLOGICAL TYPES, WHICH SHOWS HOW OUR DIFFERENCES IN EXPERIENCING EVENTS AND MAKING DECISIONS CAN BE VALUABLE RATHER THAN DIVISIVE AND CAN BE USED CONSTRUCTIVELY TO PROMOTE PERSONAL DEVELOPMENT, TO MANAGE CONFLICT, AND TO INCREASE HUMAN UNDERSTANDING WORLDWIDE. 4 3 14 4 0 0 3266152 0 0 1737239 118671 224309 2197297 1745803 5582120 3707351 7000 0 0 0 0 1328333 0 0 0 66290 1530618 73290 2858951 5508830 848400 12067153 12838541 384562 280969 11682591 12557572 X MYERS & BRIGGS FOUNDATION'S MISSION, AS A NOT-FOR-PROFIT ORGANIZATION, IS TO EXTEND AND TEACH THE ACCURATE UNDERSTANDING OF THE PRACTICAL APPLICATIONS OF THE C.G. JUNG'S THEORY OF PSYCHOLOGICAL TYPES, WHICH SHOWS HOW OUR DIFFERENCES IN EXPERIENCING EVENTS AND MAKING DECISIONS CAN BE VALUABLE RATHER THAN DIVISIVE AND CAN BE USED CONSTRUCTIVELY TO PROMOTE PERSONAL DEVELOPMENT, TO MANAGE CONFLICT, AND TO INCREASE HUMAN UNDERSTANDING WORLDWIDE. 1 1 1126134 1696968 WORKSHOPS/CONSULTATIONS PROVIDE TRAINING AND EDUCATION OF THE THEORY AND APPLICATIONS OF THE MYERS-BRIGGS TYPE INDICATOR AND TYPOLOGY. APPROXIMATELY 561 INDIVIDUALS (INCLUDING TEACHERS, COUNSELORS, PSYCHOLOGISTS, ADMINISTRATORS, ETC.) WERE PROVIDED WITH THE TRAINING AND EDUCATION RELATED TO THE MBTI DURING 2023. THESE PEOPLE IN TURN USE THIS NEWFOUND KNOWLEDGE IN THEIR FUTURE ENDEAVORS. 430235 MBF RESEARCH SERVICES PROVIDES PROFESSIONAL ASSISTANCE, DATA AND RESOURCES FOR ANYONE DOING RESEARCH INVOLVING THE MYERS-BRIGGS TYPE INDICATOR INSTRUMENT. DURING 2023, WE RESPONDED TO 235 REFERENCE QUESTIONS. THESE INCLUDE RESEARCH INQUIRIES, DATA, AND REFERRALS FOR MBF PUBLICATIONS. RESEARCH SERVICES MAINTAINED THE MBF LIBRARY AND ACQUIRED NEW MATERIALS FOR THE COLLECTION. THEY ALSO CONTINUED LIAISONS WITH ORGANIZATIONS THAT PROVIDE OPPORTUNITIES FOR RESEARCHERS TO PRESENT THEIR FINDINGS OR SEEK FUNDING. RESEARCH SERVICES CREATED AN OPAC (ONLINE ACCESS PUBLIC CATALOG) CALLED THE MILO CATALOG. THERE WERE APPROXIMATELY 165 NEW ITEMS CATALOGED IN MILO DURING 2023. 18996 29621 CASE PROCESSING PROVIDES COMPUTER SCORING OF THE MYERS-BRIGGS TYPE INDICATOR AND ALSO GENERATES A DATA BANK FOR RESEARCH. APPROXIMATELY 37 SHEETS AND 99 ONLINE TESTS WERE SCORED DURING 2023. 37043 84325 OTHER EXPENSES AND REVENUES INCLUDE THOSE ASSOCIATED WITH THE MASTER PRACTITIONER CREDENTIAL PROGRAM (MPCP), SALES OF INVENTORY, AND OTHER MISCELLANEOUS COSTS AND REVENUES THAT SERVE THE GOALS OF MBF. DURING 2023, APPROXIMATELY 6 PEOPLE WERE CERTIFIED ACCORDING TO THE GUIDELINES OF THE MPCP CERTIFICATION PROGRAM. 37043 84325 1612408 1 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 44 0 1 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 3 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X GREG ADAMS 3523750160 203 NE 1ST STREET GAINESVILLE FL 32601 MARK ENTING CHAIRMAN AND CEO 40.00 X X 148500 0 24990 SONDRA VAN SANT VICE CHAIRMAN 1.00 X X 0 0 0 MICHELE HEISLER SECRETARY 1.00 X X 0 0 0 HUGH HEISLER DIRECTOR 1.00 X 0 0 0 LAURA GENOVESE DIRECTOR, UNTIL 1/16/2023 1.00 X 0 0 0 GREGORY ADAMS DIRECTOR OF FINANCE/HR 40.00 X 78990 0 15841 KESSTAN BLANDIN VICE PRESIDENT OF R&D 40.00 X 107681 0 16451 335171 0 57282 2 0 1 0 0 WORKSHOP/TRAINING REVENUE 900099 1696968 1696968 ASSESSMENT REVENUE 900099 29621 29621 MASTER PRACTITIONER REVENUE 900099 10650 10650 1737239 48372 48372 1672128 1672128 1034529 858592 175937 175937 175937 148436 74761 73675 73675 3707351 1810914 0 1896437 268321 268321 737262 461141 276121 18999 18999 228063 137511 90552 75688 35147 40541 51548 51548 12666 12666 129166 7450 121716 25328 2248 23080 13202 445 12757 4598 4598 128381 128381 103560 103560 22513 6818 15695 1818 1818 28769 28769 51565 51565 WORKSHOP/TRAINING EXPEN 834996 833267 1729 LICENSES AND FEES 65668 65668 BANK/CREDIT CARD FEES 56140 56140 BOARD OF DIRECTORS EXPE 700 700 2858951 1612408 1246543 0 4359714 4882749 1292668 1298229 -21682 0 192352 174406 2462 2454 1905749 125864 1763149 1779885 2008319 2230427 2392277 2392277 77894 77894 0 220 12067153 12838541 18275 48133 153379 87819 212908 145017 384562 280969 X 10682591 12557572 1000000 0 11682591 12557572 12067153 12838541 X 848400 50497 -23916 X X 0 0 0 X 3502344 1910400 3266152 8678896 3502344 1910400 3266152 8678896 5434111 3244785 77635 906411 50074 2252172 1720500 5006792 13685688 1885675 0.23710 X THE MYERS & BRIGGS FOUNDATION QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER THE FACTS AND CIRCUMSTANCES TEST AS PRESENTED IN REG. SECTION 1.170A-9(F)(3). THE ORGANIZATION NORMALLY MEETS THE PUBLIC SUPPORT TEST AND HAS PUBLIC SUPPORT OF OVER 10% AS SHOWN BY SCHEDULE A, PART II.THE ORGANIZATION HAS BONA FIDE CONTINUOUS PUBLIC SOLICITATIONS IN THE FORM OF DONATIONS, PROGRAM SERVICE REVENUE, AND GRANTS. THE ORGANIZATION RELIES ON THE GENEROUS INCOME FROM ROYALTIES AND THE SCORING OF THE MYERS BRIGGS TYPE INDICATOR TESTS. THE FOUNDATION IS A PART OF A WORLD-WIDE COMMUNITY OF TYPE ENTHUSIASTS, EXPERT PRACTITIONERS, AND ACADEMIC RESEARCHERS.IT IS EXPECTED IN 2024 THAT THE ORGANIZATION WILL EXCEED THE REQUIRED 33 1/3% PUBLIC SUPPORT PERCENTAGE WHEN A LARGE DONATION FROM A SUBSTANTIAL CONTRIBUTOR ROLLS OFF THE FIVE YEAR TEST.THE MYERS & BRIGGS FOUNDATION GOES BEYOND PERSONALITY LABELS TO BETTER THE WORLD THROUGH SELF-KNOWLEDGE. THE FOUNDATION BELIEVES THAT DIFFERENCES CAN BE APPRECIATED AND USED CONSTRUCTIVELY TO BRING ABOUT CONSTRUCTIVE USE OF DIFFERENCES. OUR VISION IS A FUTURE FULL OF PEOPLE WHO VALUE THEMSELVES AND EXTEND THAT VALUE IN CELEBRATION OF OTHERS. 2008319 234774 12666 2230427 2347768 -326291 13158 2008319 1956734 377863 13171 2347768 1769254 246264 58784 1956734 1546825 379512 157083 1769254 0.04000 0.96000 1 0 200000 200000 1121963 125864 996099 506603 506603 77183 77183 1779885 THE MYERS-BRIGGS COMPANY 2392277 F 2392277 PAYROLL PROTECTION LOAN 145017 145017 PART V, LINE 4: THE KATHARINE DOWNING MYERS FUND OF THE MYERS & BRIGGS FOUNDATION SEEKS TO SUPPORT RESEARCH IN THE FOLLOWING AREAS: 1. OUTCOME RESEARCH - RESEARCH DESIGNED TO EVALUATE THE EFFECTS OF INTERPRETING MYERS-BRIGGS TYPE INDICATOR (MBTI) RESULTS OR USING THE MBTI INSTRUMENT FOR PERSONAL GROWTH AND DEVELOPMENT WITH INDIVIDUALS, GROUPS, TEAMS, OR ORGANIZATIONS. 2. EDUCATION - MBTI BASED CURRICULUM DESIGN; DESIGN OF TYPE BASED MATERIALS FOR USE IN CLASSROOM; HOW STUDENTS OF DIFFERENT TYPES RESPOND TO DIFFERENT TEACHING STYLES OR CLASSROOM ENVIRONMENTS. 3. STUDIES OF TYPE DEVELOPMENT - LONGITUDINAL STUDIES OF TYPE DEVELOPMENT THAT INCLUDE TYPE AS ONE VARIABLE; THE EFFECTS OF SUPPORTIVE OR CHALLENGING ENVIRONMENTS ON TYPE DEVELOPMENT. 4. HEALTH CARE - HOW TYPE AFFECTS THE INTERACTION BETWEEN HEALTH CARE PROFESSIONALS AND PATIENTS; HEALTH CARE TEAMS; MEDICAL EDUCATION: TRAINING OF HEALTH CARE PRACTITIONERS IN TYPE; PREVENTION PROGRAMS. 5. POSITIVE PSYCHOLOGY - RELATIONSHIP BETWEEN TYPE AND OUTCOME VARIABLES USED IN POSITIVE PSYCHOLOGY RESEARCH (E.G., CHARACTER STRENGTHS) 6. WHOLE TYPE RESEARCH - ANY WELL DESIGNED STUDY THAT USES WHOLE TYPES OR TYPE DYNAMICS AS THE UNIT OF ANALYSIS. PART VI, LINE 1: IT IS THE POLICY OF THE CORPORATION TO EXPENSE ASSETS AS THEY ARE DISPOSED RATHER THAN OVER THE LIFE OF THE ASSET. LAND AND BUILDINGS WERE PURCHASED ON 8/26/2019 BY THE CENTER FOR APPLICATIONS OF PSYCHOLOGICAL TYPE, INC. PRIOR TO ITS ACQUISITION BY THE MYERS & BRIGGS FOUNDATION (MBF) IN DECEMBER 2022. THE BUILDING IS CURRENTLY BEING DEPRECIATED BY MBF. THE CORPORATION CONTINUES TO REVIEW THE POLICY ON ALL OTHER ASSETS AND MAY CHANGE IT IN THE FUTURE. ANY RETROACTIVE CHANGE IN THIS ACCOUNTING ESTIMATE WILL BE REFLECTED IN THE YEAR THE CHANGE IS ADOPTED. X X 0 0 0 0 0 0 0 0 0 MARK ENTING CHAIRMAN AND CEO 148500 0 0 0 0 0 2970 0 22020 0 173490 0 0 0 PART I, LINE 3 THE COMPENSATION POLICY ADOPTED BY THE BOARD OF DIRECTORS CALLS FOR THE REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS FOR ALL COMPENSATION OF TOP MANAGEMENT OFFICIALS, THE USE OF COMPARABILITY DATA IN COMPENSATION DECISIONS, AND DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO COMPENSATION DECISIONS. FORM 990, PART III, LINE 2 DURING DECEMBER 2022, THE MYERS & BRIGGS FOUNDATION, INC. ACQUIRED ALL OF THE ASSETS OF THE CENTER FOR APPLICATIONS OF PSYCHOLOGICAL TYPE, INC., A NOT-FOR-PROFIT ORGANIZATION. SEE PART III, LINES 4A THROUGH 4D FOR NEW SERVICES AND PROGRAMS COMMENCED DURING 2023. FORM 990, PART III, LINE 3 DUE TO THE ACQUISITION AND MERGER OF CENTER FOR APPLICATIONS OF PSYCHOLOGICAL TYPE, INC. (CAPT), THE MYERS & BRIGGS FOUNDATION IS NO LONGER PERFORMING SUPPORTING ORGANIZATION FUNCTIONS FOR CAPT. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS MAY BY APPROPRIATE RESOLUTION DESIGNATE ONE OR MORE COMMITTEES, EACH OF WHICH SHALL CONSIST OF TWO (2) OR MORE DIRECTORS ELECTED BY THE BOARD OF DIRECTORS, WHICH TO THE EXTENT PROVIDED IN SAID RESOLUTIONS OR IN THE BYLAWS, SHALL HAVE AND MAY EXERCISE, WHEN THE BOARD OF DIRECTORS IS NOT IN SESSION, THE POWERS OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE AFFAIRS OF THE CORPORATION, EXCEPT ACTION WITH RESPECT TO: (1) THE ELECTION OF OFFICERS AND THE FORMATION OF AND THE FILLING OF VACANCIES IN COMMITTEES WITH LIMITED BOARD AUTHORITY PURSUANT TO THIS SUBSECTION; OR (2) THE ADOPTION, AMENDMENT OR REPEAL OF THE BYLAWS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 2 MICHELE HEISLER AND HUGH HEISLER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED AND RESTATED ITS ARTICLES OF INCORPORATION ON 12/31/2022 AND FILED IT WITH THE STATE ON 3/8/2024. IT AMENDED ITS BYLAWS ON 3/29/2023. SIGNIFICANT CHANGES ARE AS FOLLOWS: 1. UPDATED TO REFLECT THAT ALL DIRECTORS SHALL BE ELECTED BY MAJORITY VOTE OF THE INDIVIDUALS SERVING ON THE BOARD OF DIRECTORS WITH THE PROVISO THAT ONE DIRECTOR SHALL BE THE CHIEF EXECUTIVE OFFICER AND THAT THE VACANCY CREATED BY THE DEATH, RESIGNATION OR REMOVAL OF A DIRECTOR SHALL BE FILLED BY A MAJORITY VOTE OF THE REMAINING DIRECTORS. 2. UPDATED TO REFLECT THAT THE CORPORATION MAY DISSOLVE AND WIND UP ITS AFFAIRS UPON A MAJORITY VOTE OF THE BOARD OF DIRECTORS. IN SUCH EVENT, THE ASSETS REMAINING AFTER PAYMENT OF ANY DEBTS OR OTHER OBLIGATIONS SHALL BE DISTRIBUTED FOR ONE OR MORE EXEMPT PURPOSES WITHIN THE MEANING OF SECTION 501(C)3 OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, OR SUCH SUCCESSOR PROVISIONS, OR SHALL BE DISTRIBUTED TO A FEDERAL, STATE OR LOCAL GOVERNMENT, FOR A PUBLIC PURPOSE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED TO THE FULL BOARD OF DIRECTORS FOR APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C UNDER THE CONFLICT OF INTEREST POLICY, ALL OFFICERS AND DIRECTORS ARE ANNUALLY REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST TO THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION POLICY ADOPTED BY THE BOARD OF DIRECTORS CALLS FOR THE REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS FOR ALL COMPENSATION OF TOP MANAGEMENT OFFICIALS, THE USE OF COMPARABILITY DATA IN COMPENSATION DECISIONS, AND DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO COMPENSATION DECISIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CASH TO ACCRUAL ADJUSTMENT TO BEGINNING NET ASSETS -23,916. FORM 990, PART XII, LINE 1: THE ORGANIZATION CHANGED THE ACCOUNTING METHOD USED TO PREPARE THE FORM 990 FROM CASH BASIS TO ACCRUAL BASIS FOR THE CALENDAR YEAR 2023 AND ONWARD.