2024-10-29T10:34:06-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 20 EAST THOMAS ROAD SUITE 2300 PHOENIX AZ 85012 990 2023-01-01 842298062 3RD DECADE INC 3RDD 5202024095 4729 EAST SUNRISE DRIVE 331 TUCSON AZ 85718 JOE'MAR HOOPER EXECUTIVE DIRECTOR 5202024095 2024-10-22 1 1 MELISSA HANGSLEBEN P02087031 6022662248 2024-10-22 2023 2024-10-15 13:58:12Z ROBERT SWIFT 4729 EAST SUNRISE DRIVE 331 TUCSON AZ 85718 1256169 0 X 3RDDECADE.ORG X 2019 DE WE PROVIDE BASIC FINANCIAL EDUCATION TO YOUNG PEOPLE IN NEED OF FINANCIAL MENTORSHIP. 5 5 10 168 0 0 1002101 1080372 0 175000 0 797 0 0 1002101 1256169 201000 130500 0 0 616538 836574 0 22750 175462 267016 532144 1084554 1521968 -82453 -265799 253999 1119101 7046 60110 246953 1058991 X CHANGING FINANCIAL FUTURES FOREVER STARTING NOW. 0 0 1017342 130500 175000 3RD DECADE IS A NONPROFIT ORGANIZATION DEDICATED TO EMPOWERING INDIVIDUALS TO ACHIEVE FINANCIAL STABILITY AND INDEPENDENCE. OUR COMPREHENSIVE PROGRAM FOCUSES ON BEHAVIORAL CHANGE, LONG-TERM FINANCIAL GOAL SETTING, AND EQUIPPING PARTICIPANTS WITH THE NECESSARY KNOWLEDGE AND TOOLS TO SECURE THEIR FINANCIAL FUTURE. WITH A GROWING TEAM AND 128 VOLUNTEERS, 3RD DECADE SERVES PARTICIPANTS THROUGH A TWO-PART PROGRAM OFFERED QUARTERLY. THE PROGRAM CONSISTS OF: FINANCIAL EDUCATION: TEN-HOUR CURRICULUM DELIVERED THROUGH LIVE OR ON-DEMAND CLASSES COVERING ESSENTIAL FINANCIAL CONCEPTS. MENTORSHIP: TWO-YEAR ONE-ON-ONE GUIDANCE FROM A FINANCIAL MENTOR TO CREATE AND IMPLEMENT PERSONALIZED FINANCIAL PLANS. FINANCIAL JUMPSTART: TO ENCOURAGE LONG-TERM SAVINGS, 3RD DECADE CONTRIBUTES A MATCHING $250 TO PARTICIPANTS' ROTH IRAS. MENTORS FROM ACROSS THE COUNTY DONATE THEIR TIME, EXPERTISE AND PASSION TO GUIDE PARTICIPANTS ON THEIR FINANCIAL JOURNEYS.KEY IMPACTS:- PARTICIPANTS FROM 40 STATES PARTICIPATED IN THE 3RD DECADE PROGAM- 739 NEW PARTICIPANTS ONBOARDED IN 2023- 1,314 NUMBER OF INDIVIDUALS SERVED IN 2023 INCLUDING NEWLY ONBOARDED- 1,057 ALUMS GRADUATED THE FULL 2-YEAR MENTORING PROGRAM- AVERAGE AGE OF PARTICIPANTS: 29- 69% FEMALE PARTICIPANTS- 23.2% MALE PARTICIPANTS- 5.1% NON-BINARY- 2.7% PREFER NOT TO ANSWER- AVERAGE NET WORTH CHANGE OVER 2 YEARS: $61,229- AVERAGE GROSS INCOME: $43,911 74462 0 0 3RD DECADE OFFERS IN-PERSON AND VIRTUAL FINANCIAL EDUCATION WORKSHOPS FOR BUSINESSES, SCHOOLS, NON-PROFITS, AND OTHER ORGANIZATIONS.DORRANCE BRIDGE: TUCSON, TEMPE AND FLAGSTAFF STUDENTS RECEIVED WORKSHOPS ON SELECTED FINANCIAL TOPICS FOR INCOMING FRESHMAN. MILWAUKEE COLLEGE PREP FINANCIAL LITERACY WORKSHOP. USDA FORESTY SERVICE WORKSHOP.IN 2023, 3RD DECADE WORKED WITH VANTAGE WEST TO BUILT OUT A TRAINING PROGRAM FOR EMPLOYEES CALLED "TRAIN THE TRAINER" ON HOW TO PROPERLY DELIVER EDUCATION AND COACH TRAINING TO THEIR STAFF. 3RD DECADE ALSO BUILT OUT AN EDUCATION CLASS FOR THEIR TEAM TO USE AND PROVIDE TO CUSTOMERS SELF-PACED LEARNING MODULES.DORRANCE 3RD DECADE COHORT: DURING 2023, 3RD DECADE WILL SERVE DORRANCE SCHOLARS THROUGH 10 HOURS OF FINANCIAL EDUCATION AND MENTORSHIP OVER THE COURSE OF 2 YEARS. 1091804 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 15 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 DE X NICOLE DEL PERCIO 5202024095 4729 EAST SUNRISE DRIVE 331 TUCSON AZ 85718 JOE'MAR HOOPER CHIEF EXECUTIVE OFFICER 40.00 X 145609 0 9161 ROBERT SWIFT PRESIDENT 4.00 X X 0 0 0 JEFF LOCKE TREASURER 0.20 X X 0 0 0 DESIREE CUNNINGHAM SECRETARY 0.20 X X 0 0 0 ASHLEY ILARDO DIRECTOR 0.20 X 0 0 0 KERRI LOPEZ-HOWELL DIRECTOR 0.20 X 0 0 0 145609 0 9161 1 0 1 0 0 1080372 363838 1080372 EDUCATION CLASSES 611710 175000 175000 175000 797 797 1256169 175000 0 797 130500 130500 154770 105243 29407 20120 527319 359178 102427 65714 20297 13016 4574 2707 83237 56784 11954 14499 50951 33981 10528 6442 135 135 56655 56655 22750 22750 65318 57558 3432 4328 22325 22325 72494 52950 9261 10283 197514 176306 18352 2856 4562 3281 765 516 9731 3894 4289 1548 9067 6594 1099 1374 MENTORSHIP PROGRAM 87129 87129 MISCELLANEOUS 3730 3730 MEMBERSHIPS 3484 1660 1824 1521968 1091804 254702 175462 204060 253999 818 869647 9188 35388 253999 1119101 7046 60110 7046 60110 X 14620 23301 232333 1035690 246953 1058991 253999 1119101 -265799 307 1077530 0 X 0 1 X 1 0 X 334406 912505 974738 1002101 1080372 4304122 334406 912505 974738 1002101 1080372 4304122 2856993 1447129 17 42 797 856 4304978 175000 X SCHEDULE A, PART II, SECTIONS A AND B 3RD DECADE WAS ORGANIZED ON JUNE 4, 2019 AND IS REPORTING PUBLIC SUPPORT FOR A SHORT YEAR IN 2019. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 1354415 307 97939 98246 1256169 0 1256169 1619907 97939 97939 1521968 0 1521968 PART X, LINE 2: THE ORGANIZATION IS ORGANIZED AS A DELAWARE NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3), QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(VI) AND (VIII), AND HAS BEEN DETERMINED TO NOT BE A PRIVATE FOUNDATION UNDER SECTIONS 509(A)(1) AND (3), RESPECTIVELY. THE ORGANIZATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ORGANIZATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSES. THE ORGANIZATION HAS DETERMINED IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX. THE RETURNS ARE SUBJECT TO EXAMINATION FOR THREE YEARS (FOUR YEARS FOR ARIZONA). THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. X 1 GRANTED FUNDRAISING CONSULTANTS PO BOX 1437 VERNAL UT 84078 GRANT WRITING 0 0 22750 -22750 22750 -22750 AZ DE 1 ROTH AWARDS TO PARTICIPANTS 282 130500 PART I, LINE 2: AS STEWARDS OF THE FUNDS 3RD DECADE STAFF HAVE CREATED INTERNAL CONTROLS TO ENSURE ALL FUNDS ARE USED FOR THE APPROPRATE DESIGNATION. AS ROTH AWARDS ARE BEING DEPOSITED, THEY ARE MONITORED TO ENSURE THEY ARE BEING DEPOSITED INTO THE APPROPRIATE ACCOUNTS. JOE'MAR HOOPER, THE EXECUTIVE DIRECTOR, PROVIDES UPDATES TO 3RD DECADE FUNDERS ON A REGULAR BASIS REGARDING THE FOLLOWING - - WORKING WITH GRANTORS TO DEVELOP PERFORMANCE MEASURES - MANAGING PERFORMANCE - MONITORING THE FINANCIAL STATUS OF GRANTS - ENSURING RESULTS THROUGH PERFORMANCE MONITORING - USING AUDITS TO PROVIDE VALUABLE INFORMATION TO GRANTORS - ASSESSING AND USING RESULTS - PROVIDING EVIDENCE OF PROGRAM SUCCESS X X 0 0 0 0 0 0 0 1 0 JOE'MAR HOOPER CHIEF EXECUTIVE OFFICER 131000 0 10000 0 4609 0 0 0 9161 0 154770 0 0 0 PART I, LINE 7 BONUSES ARE BASED ON BOARD DISCRETION. X 2 200000 FAIR VALUE X TECHNOLOGY 2 163778 FMV X TOTE BAGS 240 60 FMV 0 0 1 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN (B) REFERS TO THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE THE DRAFT IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT AND ANY CHANGES INCORPORATED INTO THE FILING. ONCE THIS DETAILED REVIEW IS COMPLETE, THE DRAFT OF THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENTS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL 3RD DECADE BOARD OF DIRECTOR MEMBERS ARE COVERED BY THE CONFLICT OF INTEREST POLICY. ALL BOARD MEMBERS SIGNED AND AGREED TO THE CONFLICT OF INTEREST POLICY BEFORE BEING ACCEPTED. EVERY MEMBER HAS A DUTY TO DISCLOSE ANY CONFLICTS. AFTER THE INTERESTED PERSON DISCLOSES THEIR POTENTIAL CONFLICT TO THE BOARD, THEY MUST LEAVE THE ROOM WHILE THE REMAINING DISINTERESTED BOARD MEMBERS REVIEW AND VOTE ON THE POTENTIAL CONFLICT. IF IT IS DETERMINED THAT THERE IS A CONFLICT, THE REMAINING DISINTERESTED BOARD MEMBERS WILL VOTE TO DETERMINE WHETHER THE POTENTIAL AGREEMENT OR TRANSACTION IS IN THE BEST INTEREST OF 3RD DECADE. FORM 990, PART VI, SECTION B, LINE 15A 3RD DECADE HAS ESTABLISHED DEFINED SALARY RANGES FOR EACH POSITION, CONSIDERING FACTORS SUCH AS EDUCATION, EXPERIENCE, AND PERFORMANCE. TO MAINTAIN MARKET COMPETITIVENESS AND INTERNAL EQUITY, THE COMPANY UTILIZES ASU LODESTAR COMPENSATION REPORTS AS A BENCHMARK. THE BOARD REVIEWS THESE REPORTS AND RECOMMENDS SALARY ADJUSTMENTS ACCORDINGLY. THE BOARD OF DIRECTORS HAS APPROVED A MAXIMUM ANNUAL SALARY INCREASE FOR THE CEO, EFFECTIVE FOLLOWING THE YEAR-END PERFORMANCE EVALUATION. A SIMILAR PROCESS IS IN PLACE FOR ALL OTHER EMPLOYEES WITHIN THE ORGANIZATION. THE LAST TIME THIS PROCCES TOOK PLACE WAS 2023. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 8 THE PRIOR PERIOD ADJUSTMENT IS TO ADJUST THE PRIOR YEAR'S NET ASSETS DUE TO AUDIT ADJUSTMENTS NOT PREVIOUSLY REFLECTED.