2024-07-11T12:32:28-05:00 2023-09-30 HAN GROUP LLC 1020 19TH STREET NW SUITE 800 WASHINGTON DC 20036 990 2022-10-01 521167468 NATIONAL ASSOCIATION OF WORKFORCE BOARDS NATI 2028577900 1155 15TH STREET NW 725 WASHINGTON DC 20005 BRADFORD TURNER-LITTLE PRESIDENT AND CEO 2028577900 2024-07-11 1 BRADFORD TURNER-LITTLE 999009999 1 JENNIFER S HAN P00633304 2022937000 2024-07-11 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRADFORD TURNER-LITTLE 1155 15TH STREET NW 725 WASHINGTON DC 20005 3304814 0 X WWW.NAWB.ORG X 1979 DC TO PROVIDE INFORMATION, TECHNICAL ASSISTANCE, AND ADVOCACY FOR THE NATION'S WORKFORCE. X 23 23 12 23 0 0 174756 361557 240618 2927014 106 3102 7800 13141 423280 3304814 0 0 0 0 259431 1042521 0 0 43464 217777 2311337 477208 3353858 -53928 -49044 618504 1837395 535194 1816904 83310 20491 X TO EFFECTIVELY ADVOCATE AND CONTINUOUSLY ADVANCE AMERICA'S WORKFORCE SYSTEM BY ENSURING WORKFORCE BOARDS HAVE THE EXPERTISE AND CAPACITY TO MEET THE NEEDS OF BUSINESS, JOB SEEKERS, AND COMMUNITIES. 0 0 1082306 1279986 FORUM: THE ANNUAL FORUM IS NAWB'S PREMIER EVENT WHERE WORKFORCE DEVELOPMENT PROFESSIONALS AND LEADERS IN BUSINESS, GOVERNMENT, LABOR, AND EDUCATION GATHER TO GAIN INSIGHT INTO THE CURRENT STATE OF OUR NATION'S WORKFORCE SYSTEM AND CONSIDER THE GOALS AND POLICY FRAMEWORK AFFECTING THE FUTURE OF HUMAN CAPITAL DEVELOPMENT. THE ANNUAL FORUM IS HELD IN WASHINGTON, D.C. EACH YEAR OVER FOUR DAYS FOR A NATIONAL CONVERSATION AROUND THE SHARED RESPONSIBILITY TO ADDRESS THE NEEDS OF REGIONAL ECONOMIES BY STRENGTHENING THE ABILITY OF AMERICAN BUSINESSES AND CAREER SEEKERS TO COMPETE IN A GLOBAL ECONOMY. IN 2023, THE ANNUAL FORUM WELCOMED APPROXIMATELY 1200 ATTENDEES AND CONTRIBUTORS IN PERSON, INCLUDING PRIVATE SECTOR BOARD MEMBERS, NONPROFIT AND GOVERNMENT BOARD MEMBERS, STATE AND LOCAL WORKFORCE DEVELOPMENT BOARD (WDB) DIRECTORS AND STAFF, AND ADDITIONAL ATTENDEES JOINING FROM EDUCATION, ECONOMIC DEVELOPMENT, STATE AND FEDERAL GOVERNMENT, AND OTHER COMMUNITY-BASED ORGANIZATIONS. 987412 718417 WORKFORCE PROGRAMS: NAWB PROVIDES ITS EXPERTISE ON NATIONAL WORKFORCE DEVELOPMENT PROJECTS AND PROGRAMS FUNDED BY PARTNERS IN GOVERNMENT, BUSINESS AND INDUSTRY, AND FOUNDATIONS. THESE PROGRAMS ALLOW NAWB TO ADVANCE THE WORK OF THE PUBLIC WORKFORCE SYSTEM AND BROADEN THE IMPACT, TO INCREASE THE EFFECTIVENESS OF WORKFORCE PROGRAMS, AND TO IMPROVE THE EFFICIENCY OF WORKFORCE DEVELOPMENT EFFORTS ACROSS THE NATION. KEY PROJECTS AND INITIATIVES INCLUDE: ENCOURAGING TWO-GEN WORKFORCE STRATEGIES, H1B AMERICA'S PROMISE, ADVANCING APPRENTICESHIPS, INDUSTRY PARTNERSHIPS, AND INCREASING LOCAL WORKFORCE BOARDS INVOLVEMENT IN SKILLS-BASED HIRING INITIATIVES. 369510 544014 MEMBER SERVICES: NAWB TAKES GREAT PRIDE IN CULTIVATING PERSONAL PROJECTS AND RELATIONSHIPS WITH ALL OF THEIR MEMBERS, WHILE WORKING CLOSELY WITH THEIR STRATEGIC PARTNERS TO PROVIDE THE TOOLS AND RESOURCES THE MEMBERS NEED TO BE SUCCESSFUL. THESE TOOLS, RESOURCES, AND COMMUNICATIONS INCLUDE WEEKLY ELECTRONIC NEWSLETTERS, PROFESSIONAL DEVELOPMENT OPPORTUNITIES, PEER-TO-PEER LEARNING PLATFORMS, JOB PLATFORMS, ONLINE TOOLKITS AND PUBLICATIONS, AND COMPLIMENTARY REGULAR WEBINARS ON TOPICS OF INTEREST TO WDBS. 187845 ADVOCACY 187845 2627073 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 22 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X MELANIE ANDERSON 2028577900 1155 15TH STREET NW 725 WASHINGTON DC 20005 JENNIFER HARRIS CHAIR 1.00 X X 0 0 0 LISANNE MCNEW VICE CHAIR 1.00 X X 0 0 0 ANTWANYE FORD SECRETARY 1.00 X X 0 0 0 KATHY JEWETT TREASURER 1.00 X X 0 0 0 STUART ANDREASON DIRECTOR 1.00 X 0 0 0 ANDREW BERCICH DIRECTOR 1.00 X 0 0 0 BETH CICCHETTI DIRECTOR 1.00 X 0 0 0 JAIME CRUZ DIRECTOR 1.00 X 0 0 0 NICHOLAS DEPORTER DIRECTOR 1.00 X 0 0 0 MELANIE FLOWERS DIRECTOR 1.00 X 0 0 0 JEFF FREDERICK DIRECTOR 1.00 X 0 0 0 DEBRA GIORDANO DIRECTOR 1.00 X 0 0 0 JON GUSTAFSON DIRECTOR 1.00 X 0 0 0 MARK GUTHRIE DIRECTOR 1.00 X 0 0 0 LEE LAMBERT DIRECTOR 1.00 X 0 0 0 CHARLIE MAHONEY DIRECTOR 1.00 X 0 0 0 SPENCER MURRAY DIRECTOR 1.00 X 0 0 0 VALERIE SACHARIAT DIRECTOR 1.00 X 0 0 0 LISA SCHUMACHER DIRECTOR 1.00 X 0 0 0 AL SEARLES DIRECTOR 1.00 X 0 0 0 MARLENA SESSIONS DIRECTOR 1.00 X 0 0 0 WALTER SIMMONS DIRECTOR 1.00 X 0 0 0 STACIA TAYLOR DIRECTOR 1.00 X 0 0 0 RONALD PAINTER PRESIDENT AND CEO (THROUGH JUN 2023) 40.00 X 189098 0 24010 MELANIE ANDERSON EXECUTIVE VICE PRESIDENT 40.00 X 126028 0 13305 BRADFORD TURNER-LITTLE PRESIDENT AND CEO (AS OF SEP 2023) 40.00 X 0 0 0 315126 0 37315 2 0 1 0 JANET BRAY 2690 CYPRESS TRACE CIRCLE 3239 NAPLES FL 34119 PROJECT MANAGEMENT 135660 THIRD SECTOR CAPITAL PARTNERS INC PO BOX 962004 BOSTON MA 02196 SNAP CONSULTING 110321 2 304478 57079 361557 THE FORUM EVENT REV. 611430 1664583 1279986 384597 CONTRACT SERVICES 611430 718417 718417 MEMBERSHIP DUES 900099 512543 512543 TECHNICAL ASSISTANCE 541900 28500 28500 HONORARIUM 900099 2971 2971 2927014 3102 3102 2146 0 2146 2146 2146 MISCELLANEOUS REVENUE 900099 8065 8065 REWARDS 900099 2930 2930 10995 3304814 2542417 0 400840 X 338325 213128 101160 24037 531081 488640 39780 2661 16628 14858 1651 119 87761 69223 15812 2726 68726 55462 11202 2062 24325 1505 18900 3920 113274 113274 623468 541652 81577 239 110920 110920 80467 21762 57930 775 87743 59162 26669 1912 128560 102965 21727 3868 87569 70331 16647 591 898554 867753 30801 5727 5727 17437 14071 2837 529 SUBS & PUBS 126923 106561 20337 25 BAD DEBT EXPENSES 5900 5900 LICENSE, FEES & PERMITS 470 470 3353858 2627073 683321 43464 95164 183431 177492 12501 290034 320970 564 26157 32452 103997 55068 1071 48929 28586 1238548 618504 1837395 142952 108497 392242 425331 0 1283076 535194 1816904 X 83310 20491 83310 20491 618504 1837395 X -49044 -13775 X X 0 1 X 1 0 X 35276 549756 610729 174756 361557 1732074 35276 549756 610729 174756 361557 1732074 14310 1717764 1536 526 5566 106 5248 12982 17844 5755 7800 8065 39464 1784520 9034532 0.96260 0.99470 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2018 AMOUNT: $ 17,844. 2020 AMOUNT: $ 5,755. 2021 AMOUNT: $ 7,800. 2022 AMOUNT: $ 8,065. PART III, SHORT YEAR EXPLANATION THE ORGANIZATION HAS CHANGED ITS ACCOUNTING PERIOD AND FILED A SHORT-YEAR RETURN FOR THE PERIOD JULY 1, 2022, THROUGH SEPTEMBER 30, 2022 UNDER REVENUE PROCEDURE RULING 85-58. THEREFORE, FOR THE SUPPORT SCHEDULES, THE FIVE TAX YEARS INCLUDE THE SHORT YEAR NOTED ABOVE, AS WELL AS THE FULL FISCAL YEARS 2019, 2020, 2021, 2022, AND 2023. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8938 8938 3344920 3353858 317693 79423 0 0 277719 299653 93557 317693 988622 1482933 74475 94850 26437 8938 204700 69430 74913 23389 79423 247155 370733 64840 85083 24358 174281 14432 1203 13229 36866 36225 641 52699 17640 35059 48929 SECURITY DEPOSITS 28586 ROU ASSETS 1209962 1238548 OPERATING LEASE LIABILITY 1283076 1283076 X 3304814 0 3304814 0 3304814 3367633 13775 13775 3353858 0 3353858 PART X, LINE 2: NAWB FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION TOPIC 740-10, INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IT IS NAWB'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSES. NAWB PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED SEPTEMBER 30, 2023 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION ON THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. THE STATUTE OF LIMITATIONS GENERALLY REMAINS OPEN FOR THREE TAX YEARS WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH NAWB FILES TAX RETURNS. PART XII, LINE 2D - OTHER ADJUSTMENTS: WRITE-OFF RECEIVABLES 13,775. X X 0 0 0 0 0 0 0 0 0 RONALD PAINTER PRESIDENT AND CEO (THROUGH JUN 2023) 187718 0 0 0 1380 0 5741 0 18269 0 213108 0 0 0 EXPENDITURE OF ASSETS FOR EXEMPT PURPOSE 2023-09-30 2627073 COST 0 0 0 0 PART II, LINE 1 NAWB INCURRED SIGNIFICANT COSTS IN MEETING ITS EXEMPT PURPOSES. THESE EXPENDITURES RESULTED IN A GREATER THAN 25% DECREASE IN NAWB'S NETASSETS. FORM 990, PART VI, SECTION A, LINE 6 ALL CURRENT, DUES-PAYING MEMBERS OF NAWB SHARE THE SAME RIGHTS TO ELECT MEMBERS OF THE GOVERNING BOARD OR THEIR DELEGATES. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF NAWB HAVE THE RIGHT TO PARTICIPATE IN THE GOVERNANCE OF THE ORGANIZATION BY ELECTION OF INDIVIDUALS TO THE BOARD OF DIRECTORS ANNUALLY OR AS VACANCIES ARISE. FORM 990, PART VI, SECTION A, LINE 7B ONLY THE DESIGNATED REPRESENTATIVES WHO ARE PRIMARY AND AFFILIATE MEMBERS IN GOOD STANDING THIRTY (30) DAYS PRIOR TO A MEMBERSHIP MEETING SHALL BE ENTITLED TO VOTE AT AN ANNUAL OR SPECIAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BODY OF THE ORGANIZATION REVIEWS THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, ALL BOARD MEMBERS SHALL BE PROVIDED WITH A COPY OF THIS POLICY AND REQUIRED TO COMPLETE AND SIGN THE ACKNOWLEDGMENT AND DISCLOSURE FORM BELOW. ALL COMPLETED FORMS SHALL BE PROVIDED TO AND REVIEWED BY THE NAWB EXECUTIVE COMMITTEE, AS WELL AS ALL OTHER CONFLICT INFORMATION PROVIDED BY BOARD MEMBERS. THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THEIR CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 A PERFORMANCE REVIEW IS CONDUCTED BY THE EXECUTIVE COMMITTEE IN ORDER TO DETERMINE COMPENSATION FOR THE ORGANIZATION'S CEO. FOR THE ORGANIZATION'S OFFICERS, NAWB USES MARKET RESEARCH TO CONSIDER COMPENSATION DECISIONS FOR EMPLOYEES. THE PROCESS WAS LAST CONDUCTED IN AUGUST 2023. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION THROUGH GUIDESTAR. FORM 1023 IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G PROJECT MANAGEMENT: PROGRAM SERVICE EXPENSES 185,594. MANAGEMENT AND GENERAL EXPENSES 9,358. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 194,952. SNAP CONSULTING: PROGRAM SERVICE EXPENSES 127,970. MANAGEMENT AND GENERAL EXPENSES 6,452. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 134,422. OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 91,602. MANAGEMENT AND GENERAL EXPENSES 12,595. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 104,197. EXECUTIVE SEARCH: PROGRAM SERVICE EXPENSES 24,706. MANAGEMENT AND GENERAL EXPENSES 44,594. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 69,300. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 48,306. MANAGEMENT AND GENERAL EXPENSES 2,436. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,742. PUBLIC RELATIONS: PROGRAM SERVICE EXPENSES 40,000. MANAGEMENT AND GENERAL EXPENSES 4,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 44,000. EXECUTIVE BOOTCAMP: PROGRAM SERVICE EXPENSES 17,136. MANAGEMENT AND GENERAL EXPENSES 864. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,000. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 6,338. MANAGEMENT AND GENERAL EXPENSES 1,278. FUNDRAISING EXPENSES 239. TOTAL EXPENSES 7,855. FORM 990, PART XI, LINE 9: WRITE-OFF RECEIVABLES -13,775. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.