2025-10-28T11:27:36-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2024-01-01 844165560 FOR-M FOUNDATION INC FOR- 4144844034 PO BOX 34 WEST BEND WI 53095 JOE POESCHL EXECUTIVE DIRECTOR 4144844034 2025-10-27 1 0 KRISTEN DONLEVY P01670215 4144761880 2025-10-27 2024 2025-03-06 01:10:19Z JOE POESCHL PO BOX 34 WEST BEND WI 53095 734338 0 X MKETECH.ORG X 2020 WI DEVELOP DIVERSE SOURCES OF TECH TALENT AND STARTUPS FROM K-12, UNIVERSITY, AND NON-TRADITIONAL CAREER PATHWAYS 13 13 0 300 0 0 736165 725240 0 0 1008 9098 0 0 737173 734338 0 0 0 0 515987 347451 0 0 54272 354876 335406 870863 682857 -133690 51481 1058062 748556 1052646 691659 5416 56897 DEVELOP DIVERSE SOURCES OF TECH TALENT AND STARTUPS FROM K-12, UNIVERSITY, AND NON-TRADITIONAL CAREER PATHWAYS 0 0 192145 0 0 TALENT RESKILLING/UPSKILLING: WE PROVIDE OPPORTUNITIES FOR UPSKILLING AND RESKILLING TO EXPAND BOTH THE CAPACITY AND DIVERSITY OF OUR TECH TALENT. SIGNATURE PROGRAMS INCLUDE TECH APPRENTICESHIPS A PREFERRED PROVIDER RESKILLING NETWORK FOR NON-TRADITIONAL SKILLS DEVELOPMENT, AND AI UPSKILLING. WE LEVERAGE STATE AND FEDERAL GRANTS TO OFFSET THE COSTS AND RISKS SO THAT EMPLOYERS CAN INVEST IN RESKILLING AND UPSKILLING. 192145 0 0 TALENT K20: RECOGNIZING THAT DEVELOPING DIVERSE TECH TALENT IS CRITICAL TO A VIBRANT TECH COMMUNITY, THE COALITION SUPPORTS TECHNOLOGY EDUCATION AND OPPORTUNITIES TO ATTRACT, DEVELOP, AND RETAIN DIVERSE REGIONAL STUDENTS TO CREATE A STRONG EARLY TALENT PIPELINE. SIGNATURE PROGRAMS INCLUDE HOUR OF TECH AND FUSE. 192144 0 0 STARTUP: SCALABLE TECH STARTUPS DRIVE INNOVATION AND EMPLOYMENT. THE COALITION SUPPORTS START UP FIRMS THROUGHOUT THEIR LIFE CYCLE THROUGH FUNDING AND MENTORING PROGRAMS. SIGNATURE PROGRAMS INCLUDE OUR FOR-M INCUBATOR. 576434 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 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 1 0 0 0 1 14 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 X AARON DREWS 2629930102 PO BOX 34 WEST BEND WI 53095 MOLLY MULROY CHAIR 0.50 0.50 X X 0 0 0 SANGEETHA RAI VICE CHAIR 0.50 0.50 X X 0 0 0 DAN RENOUARD TREASURER 0.50 0.50 X X 0 0 0 WENDY SCHAFER DIRECTOR 0.50 0.50 X 0 0 0 RASHI KHOSLA DIRECTOR 0.50 0.50 X 0 0 0 GORDON NAMENI DIRECTOR 0.50 0.50 X 0 0 0 JASON FIELDS DIRECTOR 0.50 0.50 X 0 0 0 MARA LORD DIRECTOR 0.50 0.50 X 0 0 0 REBECCA JANUTIS DIRECTOR 0.50 0.50 X 0 0 0 JOSEPH POESCHL EXECUTIVE DIRECTOR 40.00 0.50 X 0 136526 0 GWENN PETERS DIRECTOR 0.50 0.50 X 0 0 0 MATT MOESER DIRECTOR 0.50 0.50 X 0 0 0 MIKE MASCHEK DIRECTOR 0.50 0.50 X 0 0 0 VICTOR AMAYA DIRECTOR 0.50 0.50 X 0 0 0 KATHY HENRICH CHIEF EXECUTIVE OFFICER 0.50 40.00 X 0 285285 38173 0 421811 38173 0 0 1 0 0 275000 450240 725240 9098 9098 734338 0 0 9098 337438 238434 46296 52708 9315 6582 1278 1455 698 493 96 109 4481 4481 6694 6694 249 249 1416 1416 PROGRAM EXPENSE 226550 226550 CREDIT LOSS 96000 96000 16 16 682857 576434 52151 54272 460562 401385 0 47067 0 24000 597500 276104 1058062 748556 29500 690659 500 1000 1022646 0 1052646 691659 X 5416 56897 5416 56897 1058062 748556 51481 0 X 0 1 X 1 0 X 1048500 95950 587126 736165 725240 3192981 1048500 95950 587126 736165 725240 3192981 1558690 1634291 1008 9098 10106 3203087 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE FROM FOR-M 276104 276104 0 0 0 0 0 0 0 0 0 KATHY HENRICH CHIEF EXECUTIVE OFFICER 0 220401 0 57057 0 7827 0 7097 0 31076 0 323458 0 0 PART I, LINE 3 THE COMPENSATION OF THE CEO IS DETERMINED BY THE ORGANIZATION'S RELATED ORGANIZATION, FOR-M, INC. THE FOLLOWING METHODS WERE USED BY FOR-M, INC. TO ESTABLISH THE CEO'S COMPENSATION: 1. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CREATED BY THE BOARD SHALL BE COMPRISED OF THE OFFICERS OF THE CORPORATION (CHAIRPERSON, VICE CHAIRPERSON, SECRETARY, TREASURER), THE CHIEF EXECUTIVE OFFICER, BOARD REPRESENTATIVES FROM PLATINUM AND GOLD MEMBERS WHO ARE NOT OFFICERS, AND SUCH OTHER PERSONS AS DETERMINED BY THE CHAIRPERSON. THE EXECUTIVE COMMITTEE WILL BE RESPONSIBLE FOR APPROVING THE ANNUAL AUDIT AND RECOMMENDED IMPROVEMENT PLAN. FORM 990, PART VI, SECTION B, LINE 11B ONCE OUR ACCOUNTING FIRM, CLIFTONLARSONALLEN, COMPLETES THE DOCUMENT, IT WILL BE REVIEWED BY THE CHIEF EXECUTIVE OFFICER. THE BOARD REVIEWS AND APPROVES THE FINANCIALS, BUT NOT THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL FOR-M FOUNDATION BOARD MEMBERS ARE REQUIRED TO SIGN OUR CONFLICT OF INTEREST POLICY. WHENEVER A CONFLICT IS IDENTIFIED BY FOR-M FOUNDATION OFFICERS OR BOARD MEMBERS, IT IS REVIEWED SEPARATE OF THAT INDIVIDUAL AFTER ALL FACTS HAVE BEEN GATHERED AND THE BOARD THEN RULES ON ACTIONS TO BE TAKEN. IF, AFTER HEARING THE DIRECTOR'S OR OFFICER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE DIRECTOR, BOARD OF DIRECTORS OR COMMITTEE DETERMINES THE OFFICER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. THE ORGANIZATION DOCUMENTS THE DETAILED PROCEEDINGS RESULTING FROM CONFLICTS OF INTEREST IN THE MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FOR-M INC PO BOX 34 WEST BEND WI 53095 843213548 ECONOMIC DEVELOPMENT WITHING THE TECHNOLOGY INDUSTRY WI 501(C)(6) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 FOR-M INC O BOOK FOR-M INC Q 682857 BOOK FOR-M INC C 275000 BOOK