2024-07-19T14:17:05-04:00 2023-09-30 472565485 BUCKINGHAM BUSINESS ADVISORS LLC 180-A COMMERCE PARK DR WESTERVILLE OH 430826067 990 2022-10-01 592891462 THE FOUNDATION FOR THE MALCOLM BALDRIGE NATIONAL QUALITY AWARD INC FOUN 2025599195 1717 PENNSYLVANIA AVE NW STE 1025 WASHINGTON DC 20006 FRANK FUSCO TREASURER 8037822734 2024-07-09 true FRANK FUSCO 999009999 true ERIN ALDERSON EA P01231640 6148906620 2024-07-09 2022 2023-04-26 12:10:37Z BALDRIGE FOUNDATION FRANK FUSCO 1717 PENNSYLVANIA AVE NW STE 1025 WASHINGTON DC 20006 1035150 false X WWW.BALDRIGEFOUNDATION.ORG X 1988 DE TO ENSURE THE LONG-TERM FINANCIAL GROWTH AND VIABILITY OF THE BALDRIGE PERFORMANCE EXCELLENCE PROGRAM, AND TO SUPPORT ORGANIZATIONAL PERFORMANCE EXCELLENCE IN THE UNITED STATES AND THROUGHOUT THE WORLD. 14 13 4 0 1280028 804011 0 45 -569 163552 207056 1443625 1010498 28105 27556 0 776798 554804 0 381829 929468 584580 1734371 1166940 -290746 -156442 418162 312592 6033 56905 412129 255687 X TO ENSURE THE LONG-TERM FINANCIAL GROWTH AND VIABILITY OF THE BALDRIGE PERFORMANCE EXCELLENCE PROGRAM, AND TO SUPPORT ORGANIZATIONAL PERFORMANCE EXCELLENCE IN THE UNITED STATES AND THROUGHOUT THE WORLD. false false 374179 27556 TO ALL THE DEDICATED VOLUNTEERS, EXAMINERS, JUDGES, STATE PROGRAM LEADERS AND THEIR BOARDS, AS WELL AS THE BALDRIGE PROGRAM STAFF, THANK YOU FOR ANOTHER SUCCESSFUL YEAR FILLED WITH ACHIEVEMENT AND PROGRESS IN PURSUIT OF PERFORMANCE EXCELLENCE. AND TO THOSE IN THE GREATER BALDRIGE COMMUNITY- CONSULTANTS, MEMBERS OF ASQ, AND OTHER BALDRIGE- BASED ORGANIZATIONS SUCH AS THE AMERICAN HEALTH CARE ASSOCIATION-THANKS FOR YOUR CONTINUED SUPPORT AND COLLABORATION. ON JULY 25, 2022, THE NATIONAL INSTITUTE OF STANDARDS AND TECHNOLOGY (NIST) ANNOUNCED THAT, "OVER THE PAST 20 MONTHS, THE LEADERSHIP TEAMS AT BALDRIGE, NIST, AND THE DEPARTMENT OF COMMERCE HAVE BEEN DISCUSSING THE DESIRE TO ENHANCE THE REACH AND IMPACT OF THE BALDRIGE PROGRAM. AFTER MUCH DELIBERATION AND CONSIDERATION OF MULTIPLE FACTORS WE HAVE COLLECTIVELY DECIDED TO INITIATE A COMPREHENSIVE, INDEPENDENT REVIEW TO "REIMAGINE" THE BALDRIGE PROGRAM. THIS REVIEW WILL ASSESS HOW THE PROGRAM CAN BEST ADVANCE U.S. COMPETITIVENESS AND ADDRESS THE CHALLENGES MOST RELEVANT IN TODAY'S BUSINESS ENVIRONMENT, AS WELL AS EXAMINE HOW ITS IMPACT AND ACCESSIBILITY COULD BE INCREASED. THE OUTPUT OF THIS PROCESS WILL INFORM HOW THE PROGRAM CAN BEST BE POSITIONED FOR MAXIMAL FUTURE IMPACT TO OUR NATION." OVER THE PAST TWO YEARS, THE BALDRIGE FOUNDATION HAS WORKED COLLABORATIVELY WITH OTHER BALDRIGE ENTERPRISE LEADERS TO HELP RESHAPE THE FUTURE OF BALDRIGE AS PART OF THIS EXTERNAL REVIEW. WE PARTICIPATED IN FOCUS GROUPS, INTERVIEWS, SURVEYS, FORMAL AND INFORMAL BRIEFINGS, AND OFFERED ADVICE AND ASSISTANCE THROUGHOUT THE PROCESS. IN FEBRUARY 2024, NIST ANNOUNCED THE NEW BALDRIGE AWARD CRITERIA AND APPLICATION WERE AVAILABLE ON THEIR WEBSITE, WITH A GOAL OF IDENTIFYING AND ANNOUNCING NEW NATIONAL ROLE-MODEL ORGANIZATIONS IN THE FALL OF 2024. WE ARE EXTREMELY EXCITED ABOUT THE NEW PROCESS, AND ITS POTENTIAL TO SCALE UP PARTICIPATION IN THE BALDRIGE PROGRAM NATIONWIDE. AS DR. LAURIE E. LOCASCIO, UNDER SECRETARY OF COMMERCE FOR STANDARDS AND TECHNOLOGY AND NIST DIRECTOR STATED, "I AM VERY PLEASED THAT THE BALDRIGE REIMAGINED PROPOSAL HAS BEEN APPROVED. WE ARE FULLY SUPPORTIVE OF THE CHANGES AND LOOK FORWARD TO A NEW CLASS OF BALDRIGE AWARD RECIPIENTS IN 2024. NIST AND THE DEPARTMENT OF COMMERCE APPRECIATE THE ROBUSTNESS OF THE EXTERNAL REVIEW, THE ENGAGED AND CONSTRUCTIVE PARTICIPATION OF THE BALDRIGE COMMUNITY, AND THE THOUGHTFULNESS OF THE BALDRIGE PROGRAM'S PROPOSAL TO ADDRESS THE RECOMMENDATIONS. I AM EXCITED FOR THE WORK AND OPPORTUNITIES AHEAD OF US." THE TRANSFORMED BALDRIGE AWARD WILL PLACE GREATER EMPHASIS ON ORGANIZATIONAL RESILIENCE, SUSTAINABILITY, AND RESULTS OVER TIME. "TO RECEIVE THE AWARD, AN ORGANIZATION MUST DEMONSTRATE ORGANIZATIONAL RESILIENCE AND LONG-TERM SUCCESS THROUGH FAVORABLE PERFORMANCE LEVELS AND TRENDS, COMPARISONS TO COMPETITORS AND INDUSTRY BENCHMARKS (AS APPROPRIATE), AND RELEVANT METRICS." AS ORGANIZATIONS ACROSS THE UNITED STATES CONTINUE TO LOOK FOR WAYS EFFECTIVELY AND EFFICIENTLY TO ACCOMPLISH THEIR MISSIONS AND ACHIEVE THEIR VISIONS, THE BALDRIGE CRITERIA STILL PROVIDE A FRAMEWORK TO IMPROVE ORGANIZATIONAL PERFORMANCE TO BECOME MORE RESILIENT, SUSTAINABLE, AND ACHIEVE BETTER RESULTS. REGARDLESS OF YOUR SECTOR, BALDRIGE CAN HELP YOU IMPROVE YOUR PERFORMANCE AND BECOME MORE SUCCESSFUL AND BETTER PREPARED TO MEET THE CHALLENGES OF THE FUTURE. AS NEVER BEFORE, AMERICA NEEDS BALDRIGE ADVOCACY THROUGHOUT FISCAL YEAR (FY) 2023, THE FOUNDATION CONTINUED TO ADVANCE THE BALDRIGE PROGRAM, STATE-BASED PROGRAMS, AND COMMUNITIES OF EXCELLENCE 2026 (COE2026) WITH LEADERS AT THE NATIONAL, STATE, AND LOCAL LEVELS. WE ARE ALWAYS LOOKING FOR NEW OPPORTUNITIES TO STRENGTHEN OUR RELATIONSHIPS WITH MEMBERS OF THE COMMERCE, JUSTICE, SCIENCE AND RELATED AGENCIES SUBCOMMITTEES AND THEIR STAFF IN BOTH THE HOUSE AND THE SENATE. WE PROVIDE MEMBERS AND THEIR STAFFS WITH IMPORTANT UPDATES AND DEVELOPMENTS ON THE MANY BENEFITS OF BALDRIGE THROUGHOUT THE NATION AND ACROSS EVERY SECTOR OF THE ECONOMY AND IMPRESS UPON THEM THE CONTINUED EXCITEMENT BEHIND COMMUNITIES OF EXCELLENCE 2026, CYBERSECURITY, AND OUR ONGOING WORK IN RURAL HEALTH CARE. THE BALDRIGE APPROACH TO WORKFORCE DEVELOPMENT IN ALL SECTORS OF THE ECONOMY HAS RESONATED WITH POLITICAL LEADERS AT EVERY LEVEL, REINFORCING OUR CONTRIBUTION TO A STRONGER AND MORE RESILIENT AMERICA. TO ASSIST LEADERS IN ALL SECTORS OF THE ECONOMY, NIST CREATED THE JOB QUALITY TOOLKIT DESCRIBED AS, -NOT JUST ABOUT THE JOB; IT IS A COMBINATION OF KEY DRIVERS THAT ARE IMPORTANT TO EACH WORKER'S OVERALL EMPLOYMENT EXPERIENCE. PAY AND BENEFITS MATTER, AND SO DO MANY OTHER FACTORS LIKE WORKPLACE SAFETY AND HEALTH, A VOICE, SCHEDULING PREDICTABILITY, SKILLS BUILDING, AND ADVANCEMENT. TOGETHER, THESE DISTINGUISH AN EMPLOYER OF CHOICE FROM THE REST. THE JOB QUALITY TOOLKIT IS AN ACTIONABLE TOOL THAT ORGANIZATIONS CAN USE TO IMPROVE THE QUALITY OF THE JOBS THEY OFFER. IDENTIFYING AND IMPROVING THE DRIVERS MOST VALUED BY WORKERS CAN SIGNIFICANTLY INCREASE THEIR SATISFACTION AND ENGAGEMENT AND, IN TURN, BENEFIT THE ORGANIZATION'S ABILITY TO COMPETE FOR TALENT AND ACHIEVE SUCCESS IN THE MARKETPLACE." THE FOUNDATION HAS PROMOTED THIS NEW TOOL IN NUMEROUS MARKETING CAMPAIGNS AND THROUGH THE INSTITUTE FOR PERFORMANCE EXCELLENCE. ATTAINING COMMUNITY AS THE 7TH SECTOR OF THE BALDRIGE AWARD WAS AN HISTORIC ACHIEVEMENT FOR THE BALDRIGE FOUNDATION AND OUR ADVOCACY EFFORTS. NOT SINCE THE ADDITION OF HEALTH CARE AND EDUCATION IN 1998, AND THE NONPROFIT SECTOR IN 2005, HAS BALDRIGE EXPANDED ITS AWARD CATEGORIES, DEMONSTRATING ITS ABILITY TO CONTINUOUSLY IMPROVE, EVOLVE, AND REMAIN RELEVANT. THE BALDRIGE FOUNDATION CONTINUES TO PROVIDE ORGANIZATIONAL AND ADMINISTRATIVE SUPPORT TO COMMUNITIES OF EXCELLENCE 2026 AND IN FY2023 WAS AGAIN THE SOLE SPONSOR OF THE COE CRITERIA AND FRAMEWORK. WE LOOK FORWARD TO HELPING SCALE UP PARTICIPATION IN COMMUNITIES NATIONWIDE AND SECURING ADDITIONAL FUNDING TO HELP US DRIVE SUCCESS USING THE NEW COMMUNITY BALDRIGE EXCELLENCE FRAMEWORK. AS CO-FOUNDER AND CHAIR OF COE2026, LOWELL KRUSE, AND EXECUTIVE DIRECTOR STEPHANIE NORLING STATE IN THE OPENING LETTER OF THE CURRENT COMMUNITY FRAMEWORK, "AT COMMUNITIES OF EXCELLENCE, WE ARE DEDICATED TO CONTINUOUS IMPROVEMENT AND INNOVATION. AS PART OF THIS COMMITMENT, WE HAVE BEEN DILIGENTLY WORKING TO ENHANCE OUR EXISTING FRAMEWORK IN RESPONSE TO VALUABLE FEEDBACK FROM PEOPLE LIKE YOU. THIS NEW UPDATE REFLECTS NOT ONLY A SPIRIT OF COLLABORATION, BUT ALSO OUR DEDICATION TO EXCELLENCE IN ALL THAT WE DO. IN THE INTEREST OF IMPROVING OUR COUNTRY IN THE LONG TERM, WE BELIEVE THAT ALL COMMUNITIES MUST IMPROVE THEIR PERFORMANCE THROUGH SYSTEMS CHANGE AND MEANINGFUL COLLABORATION ACROSS SECTORS AND GENERATIONS. OUR FOUNDATION STATEMENT CONTINUES TO DRIVE OUR ORGANIZATION AND OUR DEDICATION TO EXCELLENCE: FOR AMERICA TO SUSTAIN ITS VITALITY, PROMOTE OPPORTUNITY, AND CREATE A MORE EQUITABLE SOCIETY DURING ITS SECOND 250 YEARS OF EXISTENCE, WE MUST IMPROVE THE PERFORMANCE OF COMMUNITIES AND THE PEOPLE WHO LEAD AND LIVE IN THEM." ADDITIONALLY, WE CONTINUED TO SUPPORT COMMUNITY, THE NEWEST SECTOR OF THE BALDRIGE AWARDS BY IMPLEMENTING FOUNDATION AWARDS FOR LEADERSHIP EXCELLENCE IN THE COMMUNITY SECTOR TO RECOGNIZE LEADERS WHO HAVE MADE A TRUE DIFFERENCE IN SUPPORTING THIS INITIATIVE. THIS YEAR, WE WILL HONOR EIGHT COMMUNITY LEADERS DURING THE FOUNDATION'S AWARDS CEREMONY AND LUNCHEON ON APRIL 9, 2024. WE CONTINUE TO ENJOY STRONG BIPARTISAN SUPPORT IN THE SENATE FROM BOTH SENATOR JEANNE SHAHEEN AS THE CHAIR, AND SENATOR JERRY MORAN, THE RANKING MEMBER OF THE CJS SUBCOMMITTEE ON APPROPRIATIONS. MOST NOTABLY, THE ENTIRE SUBCOMMITTEE CONTINUES TO SUPPORT OUR EFFORTS. WITH THEIR SUPPORT, THE FOUNDATION WAS INSTRUMENTAL IN SUSTAINING THE FEDERAL APPROPRIATION FOR THE BALDRIGE PROGRAM AT 2.7 MILLION FOR FY24. THIS YEAR, WE ALSO HAVE THE HONOR OF PRESENTING THE BALDRIGE FOUNDATION AWARD FOR LEADERSHIP EXCELLENCE IN GOVERNMENT TO SENATOR SHELLEY MOORE CAPITO FROM WEST VIRGINIA, FOR HER LEADERSHIP IN RURAL DEVELOPMENT AND HEALTH CARE, AGRICULTURE, VETERANS' ISSUES, EDUCATION, ENERGY, LABOR, AND NUMEROUS OTHER AREAS WHICH HAVE MADE HER ONE OF THE NATION'S MOST RESPECTED MEMBERS OF CONGRESS. AS PART OF THE FOUNDATION'S ADVOCACY OUTREACH, WE CONTINUE TO TRACK EACH STATE- BASED PROGRAM'S HIGHEST AWARD RECIPIENTS, SEND A LETTER OF CONGRATULATIONS TO EACH OF THEM, AND ENCOURAGE THEM TO APPLY AT THE NATIONAL LEVEL. ADDITIONALLY, WE SEND LETTERS OF CONGRATULATIONS TO BOTH U.S. SENATORS, AND THEIR CONGRESSIONAL REPRESENTATIVE SO THEY ARE AWARE OF THESE AWARD-WINNING ORGANIZATIONS. WE WILL ALSO DO THIS FOR NATIONAL AWARD RECIPIENTS ONCE ANNOUNCED LATER THIS YEAR. FUNDRAISING THANKS TO ALL OUR INDIVIDUAL AND ORGANIZATIONAL DONORS, SPONSORS, AND PARTNERS OVER THE PAST YEAR WHO HAVE HELPED US CONTINUE OUR MISSION TO SUPPORT THE BALDRIGE PROGRAM AND PERFORMANCE EXCELLENCE IN ALL SECTORS OF THE ECONOMY. THIS YEAR'S GIVING CAMPAIGNS, OUR END-OF-YEAR 374179 true false false true false false false false false true true false false true false true true false false false false false false false false false false true false true false false false false false false false false true false false false false false false false false true 10 0 4 true false false false false false true true false false false false false false X 14 13 false false false false false false false true true false false true true true true true true true false false AK AL AR CA CO CT DC FL GA IL KS KY MA MD ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X X X JERRY REES 2025599195 1717 PENNSYLVANIA AVE NW STE 1025 WASHINGTON DC 20006 AL FABER PRESIDENT & 40.00 X X 186728 0 0 JOSH RACETTE DIRECTOR COR 40.00 X 128253 0 0 JERRY REES COO 40.00 X 117676 0 0 GEORGE BENSON DIRECTOR 3.00 X 0 0 0 RUSS BRANZELL SECRETARY 3.00 X X 0 0 0 DIANE BROCKMEIER VICE - CHAIR 3.00 X X 0 0 0 KATHRYN EGGLESTON CHAIRMAN 3.00 X X 0 0 0 FRANK FUSCO TREASURER 3.00 X X 0 0 0 DAVID GIFFORD DIRECTOR 3.00 X 0 0 0 LOWELL KRUSE DIRECTOR 3.00 X 0 0 0 SCOTT MCINTYRE DIRECTOR 3.00 X 0 0 0 KAREN MORRISON DIRECTOR 3.00 X 0 0 0 S PADMANABHAN DIRECTOR 3.00 X 0 0 0 JOHN RAFFOUL DIRECTOR 3.00 X 0 0 0 TONY SCOTT DIRECTOR 3.00 X 0 0 0 DAVID SPONG DIRECTOR 3.00 X 0 0 0 432657 3 false true false 804011 138222 804011 55 55 24028 24652 -624 -624 -624 QUEST SPONSORSHIP 146125 146125 OTHER INCOME 58331 58331 ADVERTISING 2600 2600 207056 1010498 207056 -569 27556 27556 186728 93433 19352 73943 332134 145480 93096 93558 2006 2006 33936 15770 7335 10831 2134 2134 19141 19141 80000 80000 1135 1135 148081 2775 145306 105880 77212 28668 17187 1985 15202 48127 44015 4112 18372 18372 141 141 4134 4134 LEADERSHIP DIALOGUE 65420 65420 SPECIAL EVENTS 47177 36205 10972 REGISTRATION FEES 15189 750 14439 BANK FEES 5365 5365 7097 2638 4459 1166940 374179 410932 381829 162131 96419 120003 115000 56000 17686 5943 5943 141 135887 27487 418162 312592 6033 56905 6033 56905 X 151829 116887 260300 138800 412129 255687 418162 312592 -156442 X false true X true false X 351983 1810774 425513 1280028 804011 4672309 351983 1810774 425513 1280028 804011 4672309 4672309 59342 18046 3865 45 55 81353 145162 157801 106711 163552 207056 780282 5533944 780282 0.84430 0.82500 X PART II, LINE 10 AWARD FEES, QUEST, REGIONAL CONF 780,282 80000 80000 1086940 1166940 191694 47924 203825 206561 236719 191694 838799 1258199 120000 120000 120000 80000 440000 50956 51640 59180 47924 209700 314550 SCHEDULE C, PART II-A THE CEO FILED ELECTION 501(H) USING FORM 5768 BEGINNING WITH TAX YEAR 9.30.16. 905848 3389 -909237 1005702 -99854 905848 1336767 -331065 1005702 false false 5943 5943 CONTRIBUTIONS RECEIVABLE 23800 SECURITY DEPOSIT 3687 27487 X 1010498 1010498 1010498 1166940 1166940 1166940 SCHEDULE D, PAGE 3, PART X THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, THERE IS NO PROVISION FOR INCOME TAXES ON THE FINANCIAL STATEMENTS. THE FOUNDATION HAS ALSO BEEN CLASSIFIED AS AN ENTITY THAT IN NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) AND QUALIFIES FOR DEDUCTIBLE CONTRIBUTIONS AS PROVIDED IN SECTION 170(B)(1)(A)(VI). THE FOUNDATION FOLLOWS FASB ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH PROVIDES GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE FOUNDATION'S FINANCIAL STATEMENTS. THE GUIDANCE PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, AND ALSO PROVIDES GUIDANCE ON DE- RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF SEPTEMBER 30, 2023, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT REQUIRED EITHER RECOGNITION OR DISCLOSURE IN THE FOUNDATION'S FINANCIAL STATEMENTS. GENERALLY, THE TAX YEARS BEFORE 2020 ARE NO LONGER SUBJECT TO EXAMINATION BY FEDERAL OR STATE AUTHORITIES. false BALDRIGE PERFORMANCE EXCELLENCE PRO 530205706 GOV 27556 X X X X false false false false false false false false false AL FABER PRESIDENT & CEO 186728 186728 X SERVICES 1 138222 FAIR MARKET VALUE false false false FORM 990 PART IX, LINE 1A & 24A - THE EXISTING NATIONAL INSTITUTE OF STANDARDS AND TECHNOLOGY (NIST), BALDRIGE PERFORMANCE EXCELLENCE PROGRAM, IS AUTHORIZED IN P. L. 100-107, AS A PUBLIC-PRIVATE PARTNERSHIP THAT HAS BEEN EVALUATING ORGANIZATIONAL PERFORMANCE, IDENTIFYING ROLE MODEL ORGANIZATIONS, AND SHARING THEIR BEST PRACTICES FOR OVER 30 YEARS, RESULTING IN DRAMATIC IMPROVEMENTS IN ORGANIAZATIONAL PERFORMANCE OUTCOMES, AND SUSTAINABILITY AS WELL AS OVER 25 BILLION IN ECONOMIC BENEFIT TO THE NATION. THE BALDRIGE PERFORMANCE EXCELLENCE PROGRAM DEVELOPS AND PROVIDES THE WORLD-RENOWNED BALDRIGE EXCELLENCE FRAMEWORK - A MANAGEMENT, BEST PRACTICES, ASSESSMENT, STANDARDS, AND LEADERSHIP FRAMEWORK THAT IS GLOBALLY RECOGNIZED AND USED BY SMALL BUSINESSES, INDUSTRY, AND GOVERNMENTAL ORGANIZATIONS ACROSS ALL BUSINESS AND ORGANIZATIONAL SECTORS INCLUDING HEALTHCARE AND EDUCATION. THE BALDRIGE FOUNDATION AND PROGRAM ALSO SERVE AS THE FOUNDATION FOR MORE THAN 30 STATE-BASED BALDRIGE PROGRAMS COVERING ALL 50 STATES AND TERRITORIES, AS WELL AS THE NEW COMMUNITY OF EXCELLENCE 2026 INITIATIVE WHICH USES THE BALDRIGE FRAMEWORK TO STRENGTHEN COMMUNITIES BY BRINGING TOGETHER LEADERS AND ORGANIZATIONS FROM ALL SECTORS TO WORK TOGETHER AND FIND INNOVATIVE AND CREATIVE SOLUTIONS TO THE CHALLENGES THEY FACE. NIST HAS MEASURED THE BALDRIGE RETURN ON INVESTMENT AT GREATER THAN 820 TO 1 FOR THE US GOVERNMENT. THE MONEY GIFTED TO THE FEDERAL GOVERNMENT UNDER THIS ACT PAYS FOR THE 16 FEDERAL EMPLOYEES IN THE BALDRIGE PROGRAM, THEIR ORGANIZATIONS AND FOR CONFERENCES TO SHARE BEST PRACTICES ACROSS THE UNITED STATES. THE GIFT ALSO SUPPORTS ALL STATE BALDRIGE PROGRAMS WHICH FEED INTO THE NATIONAL PROGRAM. FORM 990, PAGE 2, PART III, LINE 4A TO ALL THE DEDICATED VOLUNTEERS, EXAMINERS, JUDGES, STATE PROGRAM LEADERS AND THEIR BOARDS, AS WELL AS THE BALDRIGE PROGRAM STAFF, THANK YOU FOR ANOTHER SUCCESSFUL YEAR FILLED WITH ACHIEVEMENT AND PROGRESS IN PURSUIT OF PERFORMANCE EXCELLENCE. AND TO THOSE IN THE GREATER BALDRIGE COMMUNITY- CONSULTANTS, MEMBERS OF ASQ, AND OTHER BALDRIGE- BASED ORGANIZATIONS SUCH AS THE AMERICAN HEALTH CARE ASSOCIATION-THANKS FOR YOUR CONTINUED SUPPORT AND COLLABORATION. ON JULY 25, 2022, THE NATIONAL INSTITUTE OF STANDARDS AND TECHNOLOGY (NIST) ANNOUNCED THAT, "OVER THE PAST 20 MONTHS, THE LEADERSHIP TEAMS AT BALDRIGE, NIST, AND THE DEPARTMENT OF COMMERCE HAVE BEEN DISCUSSING THE DESIRE TO ENHANCE THE REACH AND IMPACT OF THE BALDRIGE PROGRAM. AFTER MUCH DELIBERATION AND CONSIDERATION OF MULTIPLE FACTORS WE HAVE COLLECTIVELY DECIDED TO INITIATE A COMPREHENSIVE, INDEPENDENT REVIEW TO "REIMAGINE" THE BALDRIGE PROGRAM. THIS REVIEW WILL ASSESS HOW THE PROGRAM CAN BEST ADVANCE U.S. COMPETITIVENESS AND ADDRESS THE CHALLENGES MOST RELEVANT IN TODAY'S BUSINESS ENVIRONMENT, AS WELL AS EXAMINE HOW ITS IMPACT AND ACCESSIBILITY COULD BE INCREASED. THE OUTPUT OF THIS PROCESS WILL INFORM HOW THE PROGRAM CAN BEST BE POSITIONED FOR MAXIMAL FUTURE IMPACT TO OUR NATION." OVER THE PAST TWO YEARS, THE BALDRIGE FOUNDATION HAS WORKED COLLABORATIVELY WITH OTHER BALDRIGE ENTERPRISE LEADERS TO HELP RESHAPE THE FUTURE OF BALDRIGE AS PART OF THIS EXTERNAL REVIEW. WE PARTICIPATED IN FOCUS GROUPS, INTERVIEWS, SURVEYS, FORMAL AND INFORMAL BRIEFINGS, AND OFFERED ADVICE AND ASSISTANCE THROUGHOUT THE PROCESS. IN FEBRUARY 2024, NIST ANNOUNCED THE NEW BALDRIGE AWARD CRITERIA AND APPLICATION WERE AVAILABLE ON THEIR WEBSITE, WITH A GOAL OF IDENTIFYING AND ANNOUNCING NEW NATIONAL ROLE-MODEL ORGANIZATIONS IN THE FALL OF 2024. WE ARE EXTREMELY EXCITED ABOUT THE NEW PROCESS, AND ITS POTENTIAL TO SCALE UP PARTICIPATION IN THE BALDRIGE PROGRAM NATIONWIDE. AS DR. LAURIE E. LOCASCIO, UNDER SECRETARY OF COMMERCE FOR STANDARDS AND TECHNOLOGY AND NIST DIRECTOR STATED, "I AM VERY PLEASED THAT THE BALDRIGE REIMAGINED PROPOSAL HAS BEEN APPROVED. WE ARE FULLY SUPPORTIVE OF THE CHANGES AND LOOK FORWARD TO A NEW CLASS OF BALDRIGE AWARD RECIPIENTS IN 2024. NIST AND THE DEPARTMENT OF COMMERCE APPRECIATE THE ROBUSTNESS OF THE EXTERNAL REVIEW, THE ENGAGED AND CONSTRUCTIVE PARTICIPATION OF THE BALDRIGE COMMUNITY, AND THE THOUGHTFULNESS OF THE BALDRIGE PROGRAM'S PROPOSAL TO ADDRESS THE RECOMMENDATIONS. I AM EXCITED FOR THE WORK AND OPPORTUNITIES AHEAD OF US." THE TRANSFORMED BALDRIGE AWARD WILL PLACE GREATER EMPHASIS ON ORGANIZATIONAL RESILIENCE, SUSTAINABILITY, AND RESULTS OVER TIME. "TO RECEIVE THE AWARD, AN ORGANIZATION MUST DEMONSTRATE ORGANIZATIONAL RESILIENCE AND LONG-TERM SUCCESS THROUGH FAVORABLE PERFORMANCE LEVELS AND TRENDS, COMPARISONS TO COMPETITORS AND INDUSTRY BENCHMARKS (AS APPROPRIATE), AND RELEVANT METRICS." AS ORGANIZATIONS ACROSS THE UNITED STATES CONTINUE TO LOOK FOR WAYS EFFECTIVELY AND EFFICIENTLY TO ACCOMPLISH THEIR MISSIONS AND ACHIEVE THEIR VISIONS, THE BALDRIGE CRITERIA STILL PROVIDE A FRAMEWORK TO IMPROVE ORGANIZATIONAL PERFORMANCE TO BECOME MORE RESILIENT, SUSTAINABLE, AND ACHIEVE BETTER RESULTS. REGARDLESS OF YOUR SECTOR, BALDRIGE CAN HELP YOU IMPROVE YOUR PERFORMANCE AND BECOME MORE SUCCESSFUL AND BETTER PREPARED TO MEET THE CHALLENGES OF THE FUTURE. AS NEVER BEFORE, AMERICA NEEDS BALDRIGE ADVOCACY THROUGHOUT FISCAL YEAR (FY) 2023, THE FOUNDATION CONTINUED TO ADVANCE THE BALDRIGE PROGRAM, STATE-BASED PROGRAMS, AND COMMUNITIES OF EXCELLENCE 2026 (COE2026) WITH LEADERS AT THE NATIONAL, STATE, AND LOCAL LEVELS. WE ARE ALWAYS LOOKING FOR NEW OPPORTUNITIES TO STRENGTHEN OUR RELATIONSHIPS WITH MEMBERS OF THE COMMERCE, JUSTICE, SCIENCE AND RELATED AGENCIES SUBCOMMITTEES AND THEIR STAFF IN BOTH THE HOUSE AND THE SENATE. WE PROVIDE MEMBERS AND THEIR STAFFS WITH IMPORTANT UPDATES AND DEVELOPMENTS ON THE MANY BENEFITS OF BALDRIGE THROUGHOUT THE NATION AND ACROSS EVERY SECTOR OF THE ECONOMY AND IMPRESS UPON THEM THE CONTINUED EXCITEMENT BEHIND COMMUNITIES OF EXCELLENCE 2026, CYBERSECURITY, AND OUR ONGOING WORK IN RURAL HEALTH CARE. THE BALDRIGE APPROACH TO WORKFORCE DEVELOPMENT IN ALL SECTORS OF THE ECONOMY HAS RESONATED WITH POLITICAL LEADERS AT EVERY LEVEL, REINFORCING OUR CONTRIBUTION TO A STRONGER AND MORE RESILIENT AMERICA. TO ASSIST LEADERS IN ALL SECTORS OF THE ECONOMY, NIST CREATED THE JOB QUALITY TOOLKIT DESCRIBED AS, -NOT JUST ABOUT THE JOB; IT IS A COMBINATION OF KEY DRIVERS THAT ARE IMPORTANT TO EACH WORKER'S OVERALL EMPLOYMENT EXPERIENCE. PAY AND BENEFITS MATTER, AND SO DO MANY OTHER FACTORS LIKE WORKPLACE SAFETY AND HEALTH, A VOICE, SCHEDULING PREDICTABILITY, SKILLS BUILDING, AND ADVANCEMENT. TOGETHER, THESE DISTINGUISH AN EMPLOYER OF CHOICE FROM THE REST. THE JOB QUALITY TOOLKIT IS AN ACTIONABLE TOOL THAT ORGANIZATIONS CAN USE TO IMPROVE THE QUALITY OF THE JOBS THEY OFFER. IDENTIFYING AND IMPROVING THE DRIVERS MOST VALUED BY WORKERS CAN SIGNIFICANTLY INCREASE THEIR SATISFACTION AND ENGAGEMENT AND, IN TURN, BENEFIT THE ORGANIZATION'S ABILITY TO COMPETE FOR TALENT AND ACHIEVE SUCCESS IN THE MARKETPLACE." THE FOUNDATION HAS PROMOTED THIS NEW TOOL IN NUMEROUS MARKETING CAMPAIGNS AND THROUGH THE INSTITUTE FOR PERFORMANCE EXCELLENCE. ATTAINING COMMUNITY AS THE 7TH SECTOR OF THE BALDRIGE AWARD WAS AN HISTORIC ACHIEVEMENT FOR THE BALDRIGE FOUNDATION AND OUR ADVOCACY EFFORTS. NOT SINCE THE ADDITION OF HEALTH CARE AND EDUCATION IN 1998, AND THE NONPROFIT SECTOR IN 2005, HAS BALDRIGE EXPANDED ITS AWARD CATEGORIES, DEMONSTRATING ITS ABILITY TO CONTINUOUSLY IMPROVE, EVOLVE, AND REMAIN RELEVANT. THE BALDRIGE FOUNDATION CONTINUES TO PROVIDE ORGANIZATIONAL AND ADMINISTRATIVE SUPPORT TO COMMUNITIES OF EXCELLENCE 2026 AND IN FY2023 WAS AGAIN THE SOLE SPONSOR OF THE COE CRITERIA AND FRAMEWORK. WE LOOK FORWARD TO HELPING SCALE UP PARTICIPATION IN COMMUNITIES NATIONWIDE AND SECURING ADDITIONAL FUNDING TO HELP US DRIVE SUCCESS USING THE NEW COMMUNITY BALDRIGE EXCELLENCE FRAMEWORK. AS CO-FOUNDER AND CHAIR OF COE2026, LOWELL KRUSE, AND EXECUTIVE DIRECTOR STEPHANIE NORLING STATE IN THE OPENING LETTER OF THE CURRENT COMMUNITY FRAMEWORK, "AT COMMUNITIES OF EXCELLENCE, WE ARE DEDICATED TO CONTINUOUS IMPROVEMENT AND INNOVATION. AS PART OF THIS COMMITMENT, WE HAVE BEEN DILIGENTLY WORKING TO ENHANCE OUR EXISTING FRAMEWORK IN RESPONSE TO VALUABLE FEEDBACK FROM PEOPLE LIKE YOU. THIS NEW UPDATE REFLECTS NOT ONLY A SPIRIT OF COLLABORATION, BUT ALSO OUR DEDICATION TO EXCELLENCE IN ALL THAT WE DO. IN THE INTEREST OF IMPROVING OUR COUNTRY IN THE LONG TERM, WE BELIEVE THAT ALL COMMUNITIES MUST IMPROVE THEIR PERFORMANCE THROUGH SYSTEMS CHANGE AND MEANINGFUL COLLABORATION ACROSS SECTORS AND GENERATIONS. OUR FOUNDATION STATEMENT CONTINUES TO DRIVE OUR ORGANIZATION AND OUR DEDICATION TO EXCELLENCE: FOR AMERICA TO SUSTAIN ITS VITALITY, PROMOTE OPPORTUNITY, AND CREATE A MORE EQUITABLE SOCIETY DURING ITS SECOND 250 YEARS OF EXISTENCE, WE MUST IMPROVE THE PERFORMANCE OF COMMUNITIES AND THE PEOPLE WHO LEAD AND LIVE IN THEM." ADDITIONALLY, WE CONTINUED TO SUPPORT COMMUNITY, THE NEWEST SECTOR OF THE BALDRIGE AWARDS BY IMPLEMENTING FOUNDATION AWARDS FOR LEADERSHIP EXCELLENCE IN THE COMMUNITY SECTOR TO RECOGNIZE LEADERS WHO HAVE MADE A TRUE DIFFERENCE IN SUPPORTING THIS INITIATIVE. THIS YEAR, WE WILL HONOR EIGHT COMMUNITY LEADERS DURING THE FOUNDATION'S AWARDS CEREMONY AND LUNCHEON ON APRIL 9, 2024. WE CONTINUE TO ENJOY STRONG BIPARTISAN SUPPORT IN THE SENATE FROM BOTH SENATOR JEANNE SHAHEEN AS THE CHAIR, AND SENATOR JERRY MORAN, THE RANKING MEMBER OF THE CJS SUBCOMMITTEE ON APPROPRIATIONS. MOST NOTABLY, THE ENTIRE SUBCOMMITTEE CONTINUES TO SUPPORT OUR EFFORTS. WITH THEIR SUPPORT, THE FOUNDATION WAS INSTRUMENTAL IN SUSTAINING THE FEDERAL APPROPRIATION FOR THE BALDRIGE PROGRAM AT 2.7 MILLION FOR FY24. THIS YEAR, WE ALSO HAVE THE HONOR OF PRESENTING THE BALDRIGE FOUNDATION AWARD FOR LEADERSHIP EXCELLENCE IN GOVERNMENT TO SENATOR SHELLEY MOORE CAPITO FROM WEST VIRGINIA, FOR HER LEADERSHIP IN RURAL DEVELOPMENT AND HEALTH CARE, AGRICULTURE, VETERANS' ISSUES, EDUCATION, ENERGY, LABOR, AND NUMEROUS OTHER AREAS WHICH HAVE MADE HER ONE OF THE NATION'S MOST RESPECTED MEMBERS OF CONGRESS. AS PART OF THE FOUNDATION'S ADVOCACY OUTREACH, WE CONTINUE TO TRACK EACH STATE- BASED PROGRAM'S HIGHEST AWARD RECIPIENTS, SEND A LETTER OF CONGRATULATIONS TO EACH OF THEM, AND ENCOURAGE THEM TO APPLY AT THE NATIONAL LEVEL. ADDITIONALLY, WE SEND LETTERS OF CONGRATULATIONS TO BOTH U.S. SENATORS, AND THEIR CONGRESSIONAL REPRESENTATIVE SO THEY ARE AWARE OF THESE AWARD-WINNING ORGANIZATIONS. WE WILL ALSO DO THIS FOR NATIONAL AWARD RECIPIENTS ONCE ANNOUNCED LATER THIS YEAR. FUNDRAISING THANKS TO ALL OUR INDIVIDUAL AND ORGANIZATIONAL DONORS, SPONSORS, AND PARTNERS OVER THE PAST YEAR WHO HAVE HELPED US CONTINUE OUR MISSION TO SUPPORT THE BALDRIGE PROGRAM AND PERFORMANCE EXCELLENCE IN ALL SECTORS OF THE ECONOMY. THIS YEAR'S GIVING CAMPAIGNS, OUR END-OF-YEAR FORM 990, PAGE 6, PART VI, LINE 11B THE AUDIT COMMITTEE REVIEWS THE FORM 990 PRIOR TO SUBMITTAL. THE AUDIT COMMITTEE THEN PRESENTS THEIR QUESTIONS TO THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 12C GOVERNANCE COMMITTEE MONITORS THE BOARD OF DIRECTOR'S ACTIVITIES ON A REGULAR BASIS. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION FOR THE TOP OFFICIAL (CEO) WAS DETERMINED BY THE GOVERNANCE COMMITTEE THROUGH DETAILED ANALYSIS OF SIMILAR NON-PROFIT ORGANIZATIONS IN THE SAME MARKET AREA. COMPENSATION IS FAR BELOW MARKET/CANDIDATE EXPERIENCE LEVELS. THE GOVERNANCE COMMITTEE EVALUATES CEO PERFORMANCE QUARTERLY AS PART OF REGULARLY SCHEDULED BOARD MEETINGS AND ALSO PERFORMS AN ANNUAL EVALUATION TO REVIEW PERFORMANCE AND TO EVALUATE COMPENSATION WITHOUT THE CEO BEING PRESENT. ALL NON-PROFIT BOARD BEST PRACTICES ARE FOLLOWED IN SETTING, REVIEWING, EVALUATING AND APPLYING COMPENSATION. THE FULL BOARD THEN APPROVES THE COMPENSATION PACKAGE FOR THE FOLLOWING YEAR. FORM 990, PAGE 6, PART VI, LINE 17 MARYLAND, MAINE, MICHIGAN, MINNESOTA, MISSISSIPPI, NORTH CAROLINA, NORTH DAKOTA, NEW HAMPSHIRE, NEW JERSEY, NEW MEXICO, NEW YORK, OHIO, OKLAHOMA, OREGON, PENNSYLVANIA, RHODE ISLAND, SOUTH CAROLINA, TENNESSEE, UTAH, VIRGINIA, WASHINGTON, WISCONSIN, WEST VIRGINIA FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC ON THE FOUNDATION'S WEBSITE AND UPON REQUEST. THE CEO FILED ELECTION 501(H) USING FORM 5768 BEGINNING WITH TAX YEAR 9.30.16.