2024-08-14T15:01:04-05:00 2023-09-30 991856619 GRANT THORNTON ADVISORS LLC 1000 WILSON BOULEVARD SUITE 1500 ARLINGTON VA 22209 990 2022-10-01 920431093 BLUEFORGE ALLIANCE BLUE 8326604489 3891 S TRADITIONS DR BRYAN TX 77807 CLETUS GLASENER CHIEF FINANCIAL OFFICER 8326604489 2024-08-14 1 0 MARY TORRETTA P00847851 7038477500 2022 2024-08-08 14:25:15Z KILEY WREN 3891 S TRADITIONS DR BRYAN TX 77807 112427989 0 X WWW.BLUEFORGEALLIANCE.US X 2022 TX SEE SCHEDULE O.TO SERVE AS AN UNBIASED, NEUTRAL PROGRAM INTEGRATOR ACROSS INDUSTRY, ACADEMIA, AND GOVERNMENT TO ADVANCE NATIONAL SECURITY OBJECTIVES. 4 1 12 1 0 0 0 0 0 112400961 0 26992 0 36 0 112427989 0 84410 0 0 0 8499817 0 0 0 0 97647948 0 106232175 0 6195814 0 49134623 0 42938809 0 6195814 X BLUEFORGE ALLIANCE (BFA) WAS ESTABLISHED IN 2022 UNDER THE LAWS OF THE STATE OF TEXAS TO SERVE AS AN UNBIASED, NEUTRAL PROGRAM INTEGRATOR ACROSS INDUSTRY, ACADEMIA, AND GOVERNMENT TO ADVANCE NATIONAL SECURITY OBJECTIVES. (SEE SCHEDULE O) 0 0 103539720 84410 112400961 IN FISCAL YEAR 2023, BFA SUPPORTED ONE PROGRAM UNDER A CONTRACT WITH THE U.S. DEPARTMENT OF DEFENSE (DOD) - NAVY, TITLED "COST ASSESSMENT AND PROGRAM EVALUATION (CAPE) - SUBMARINE INDUSTRIAL BASE (SIB) GROWTH." TO LESSEN THE BURDEN OF GOVERNMENT, BFA EXECUTES AND INTEGRATES SCIENTIFIC AND EDUCATIONAL ACTIVITIES THROUGH FACILITATING COLLABORATIONS AMONG GOVERNMENT AGENCIES, ACADEMIA, INDUSTRY, AND THE GENERAL PUBLIC FOR THE PURPOSE OF CONTRIBUTING TO OPERATIONAL AND COST EFFICIENCIES TOWARDS ACHIEVING NATIONAL SECURITY PRIORITIES. (SEE SCHEDULE O) BFA SERVES THIS CRITICALLY IMPORTANT CHARITABLE CAUSE BY BEING A CONDUIT TO THE U.S. NAVY AND BROADER DOD FOR CONVENING DIRECT EXPERTISE IN SUPPLIER DEVELOPMENT, STRATEGIC OUTSOURCING, WORKFORCE DEVELOPMENT AND OUTREACH, TECHNOLOGY ADVANCEMENT, AND CONTRACTING WITH SPECIALIZED CONSULTANTS, GOVERNMENTAL AGENCIES, EDUCATIONAL INSTITUTIONS, AND NAVY SUPPLIERS. APPROXIMATELY 97.5% OF BFA'S EXPENSES FOR THE YEAR ENDED SEPTEMBER 30, 2023 (ITS FIRST YEAR OF OPERATIONS) WERE PROGRAM RELATED. 103539720 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 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 0 0 1 0 0 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ANDREW HINTON 9792094145 3891 S TRADITIONS DR BRYAN TX 77807 KILEY WREN CO-CEO 40.00 0.00 X X 39313 0 1027 RANDALL GORHAM CO-CEO 40.00 0.00 X X 39272 0 1067 LEWIS O'HERN CHIEF OF STAFF/SECRETARY 40.00 0.00 X X 21213 0 0 EDWARD MORRIS BOARD MEMBER 1.00 0.00 X 0 0 0 ANDREW HINTON CFO (AS OF 02/23) 40.00 0.00 X 0 0 0 99798 0 2094 0 0 0 0 0 COLUMBIA PROGRAM 541900 112377844 112377844 GUAM PHASE II 541900 23117 23117 112400961 26992 26992 MISCELLANEOUS INCOME 900099 36 36 36 112427989 112400961 0 27028 X 84410 84410 1210093 741182 468911 5446203 4658451 787752 264221 214338 49883 1076911 873597 203314 502389 407541 94848 157993 30113 127880 3888 741 3147 95727135 95144564 582571 16121 16121 325698 246612 79086 310651 235218 75433 433102 303674 129428 89588 89588 234 234 3575 3575 108469 82130 26339 MATERIALS AND SUPPLIES 402419 402419 PROFESSIONAL MEMBERSHIP 7500 7500 RECRUITING COSTS 6773 6773 54802 14067 40735 106232175 103539720 2692455 0 0 714464 0 33280287 0 14865287 0 7039 94639 2182 0 92457 0 175089 0 49134623 0 18262550 0 24667099 0 9160 0 42938809 X 6195814 0 0 0 6195814 0 49134623 6195814 0 X 0 1 X 1 0 X 0 0 26992 26992 36 36 27028 X 23806 2182 21624 70833 70833 92457 FINANCE LEASE LIABILITY 9160 9160 X 112427989 0 112427989 0 112427989 106232175 0 106232175 0 106232175 PART X, LINE 2: BLUEFORGE ALLIANCE FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. BLUEFORGE ALLIANCE IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE (THE "CODE") SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. BLUEFORGE ALLIANCE HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS, TO IDENTIFY AND REPORT UNRELATED INCOME, TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS, AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. BLUEFORGE ALLIANCE HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 0 12TH MAN FOUNDATION 756 HOUSTON STREET COLLEGE STATION TX 77843 741185725 501(C)(3) 77640 0 STUDENT ATHLETE SCHOLARSHIP SUPPORT 1 0 PART I, LINE 2: ON OCCASION, BLUEFORGE ALLIANCE ELECTS TO MAKE DONATIONS TO OTHER CHARITABLE ORGANIZATIONS TO FURTHER THEIR MISSION. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: AS A TAX-EXEMPT ENTITY TO LESSEN THE BURDENS OF THE U.S. NAVY AND THE DEPARTMENT OF DEFENSE (DOD), BFA'S MISSION IS TO ENABLE THE SUBMARINE MANUFACTURING INDUSTRY TO BUILD AND MAINTAIN AMERICA'S NEXT GENERATION OF UNDERSEA PLATFORMS BY INCREASING CAPABILITY, CAPACITY, COLLABORATION, AND RESILIENCE. BFA'S PRIMARY OBJECTIVE IS TO MOBILIZE ALL NECESSARY RESOURCES TO GALVANIZE AND REVITALIZE THE U.S. SUBMARINE INDUSTRIAL BASE (SIB) TO ACHIEVE THE U.S. NAVY'S "1 + 2" MISSION: TO DELIVER ONE NEW COLUMBIA-CLASS AND TWO VIRGINIA-CLASS NEXT GENERATION NUCLEAR POWERED SUBMARINES ON A CADENCE OF EVERY TWELVE MONTHS FOR THE NEXT DECADE AND MORE. BFA ACCOMPLISHES THIS OBJECTIVE BY A). MANAGING AND DEVELOPING THE EXECUTION OF TECHNOLOGY AND SUPPLIER PORTFOLIO FOR THE SIB, B). DEVELOPING INDEPENDENT METRICS AND ASSESSMENT METHODOLOGIES WHICH ARE USED BY THE NAVY AND THE DOD TO ASSESS AND ANALYZE NATIONAL DEFENSE TECHNOLOGY AND THE CAPABILITIES OF SUPPLIERS THAT MANUFACTURE SUBMARINES FOR USE BY THE NAVY, INCLUDING THE PARTS AND EQUIPMENT USED IN NAVY SUBMARINES, C). IDENTIFICATION OF SUPPLIERS FOR THE NAVY AND DOD THAT ARE BEST CAPABLE OF MEETING THE SIB PROGRAM REQUIREMENTS, D). LEADING THE DEVELOPMENT OF A NATIONWIDE WORKFORCE, WHICH IS CAPABLE OF MANUFACTURING NATIONAL DEFENSE TECHNOLOGIES AND SUBMARINES IN ORDER TO CARRY-OUT THE PROGRAM GOALS OF THE SIB, AND E). CONDUCTING SCIENTIFIC RESEARCH IN ORDER TO ACCOMPLISH THE FOREGOING ACTIVITIES, INCLUDING DEVELOPING INTEGRATED TECHNOLOGY AND SUPPLIER DEVELOPMENT INVESTMENT PLANS, AS WELLS AS FACILITATING THE DEVELOPMENT OF NEW NATIONAL DEFENSE TECHNOLOGIES TO BE USED BY THE U.S. NAVY AND THE U.S. DOD IN FURTHERING THE PROGRAM GOALS OF THE SIB. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS PRIOR TO SUBMISSION TO THE IRS, BFA'S CHIEF EXECUTIVE OFFICERS, CHIEF FINANCIAL OFFICER, CHIEF ACCOUNTING OFFICER, AND DIRECTOR OF FINANCE REVIEW THE 990 IN DETAIL. THE 990 IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY CONFLICT OF INTEREST (COI) IS ADDRESSED IN THE BFA EMPLOYEE HANDBOOK. ALL BFA EMPLOYEES, BOARD MEMBERS, AND OFFICERS ARE REQUIRED TO COMPLETE ANNUAL TRAINING THAT DETAILS THE COI POLICY. EMPLOYEES SIGN A STATEMENT ATTESTING THAT THEY HAVE RECEIVED AND UNDERSTOOD THE TRAINING AND HAVE OFFICIALLY DISCLOSED ANY EXISTING POSSIBLE COI. EMPLOYEES ARE ALSO REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. ALL REPORTED COI MATTERS ARE REVIEWED BY THE BFA SECURITY OFFICE. BASED ON THE OUTCOME OF THE REVIEW, A RULING IS MADE AND DISCLOSED TO THE BFA EXECUTIVE COMMITTEE. SHOULD A RULING BE THAT A POTENTIAL CONFLICT EXISTS, THEN THE AUTHORITY MAKING THE RULING WILL DETERMINE THE APPROPRIATE ACTIONS NEEDED TO MITIGATE THE CONFLICT. PER THE ORGANIZATION'S POLICY, ANY INDIVIDUAL WHO HAS A CONFLICT OF INTEREST WILL RECUSE THEMSELVES FROM DELIBERATIONS AND DECISION-MAKING RELATED TO THE TRANSACTION SUCH THAT THEY WOULD NOT PARTICIPATE IN SUCH A TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW PROCESS IN 2022, BFA WAS IN ITS INITIAL YEAR OF OPERATION. AT THE TIME OF THIS FILING, BFA HAS ESTABLISHED AN ADVISORY BOARD COMPRISED OF NON-VOTING MEMBERS AS WELL AS A HUMAN RESOURCES DEPARTMENT FOR ESTABLISHING COMPENSATION FOR TOP MANAGEMENT OFFICIALS, INCLUDING THE CEO. THE COMPENSATION OF BFA'S TOP MANAGEMENT OFFICIALS CENTER AROUND POSITION DESCRIPTIONS FOLLOWED BY A DETAILED ANALYSIS THROUGH AN OUTSIDE COMPENSATION VENDOR, ERI ECONOMIC RESEARCH INSTITUTE. THIS PROCESS ESTABLISHED COMPENSATION RANGES BASED ON SCOPE OF RESPONSIBILITIES, POSITION LOCATION, MARKET RATES, REQUIRED EXPERIENCE, AND EDUCATION. CEO AND OTHER MANAGEMENT COMPENSATION IS REVIEWED ANNUALLY WITH THE CFO, PRINCIPAL OF PEOPLE OPERATIONS, AND COMPANY ATTORNEYS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE TO PUBLIC THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G SUBCONTRACTOR EXPENSES: PROGRAM SERVICE EXPENSES 90,131,583. TOTAL EXPENSES 90,131,583. DIRECT CONSULTANTS: PROGRAM SERVICE EXPENSES 4,875,798. TOTAL EXPENSES 4,875,798. IT SERVICES: PROGRAM SERVICE EXPENSES 16,341. MANAGEMENT AND GENERAL EXPENSES 69,395. TOTAL EXPENSES 85,736. OTHER CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 26,756. MANAGEMENT AND GENERAL EXPENSES 113,624. TOTAL EXPENSES 140,380. CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 94,086. MANAGEMENT AND GENERAL EXPENSES 399,552. TOTAL EXPENSES 493,638.