2024-08-12T13:10:09-05:00 2023-09-30 341874260 CBIZ MHM LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2022-10-01 590777827 MACDONALD TRAINING CENTER INC MACD 8138701300 5420 W CYPRESS ST TAMPA FL 336071706 JUDITH DESTASIO CFO 8138701300 2024-08-12 1 1 LISA BURKE P00220718 8169455500 2022 2024-08-08 14:25:15Z KARENNE LEVY 5420 W CYPRESS ST TAMPA FL 336071706 10399003 0 X WWW.MACDONALDCENTER.ORG X 1953 FL TO EMPOWER PEOPLE WITH DISABILITIES TO LEAD THE LIVES THEY CHOOSE. 21 21 128 200 0 0 2099608 2349011 1617894 2093936 384 21871 1945507 2018608 5663393 6483426 0 0 0 0 3888758 4392384 0 0 339690 1843754 1325644 5732512 5718028 -69119 765398 3621949 5247879 1326540 2192318 2295409 3055561 X MTC EMPOWERS PEOPLE WITH DISABILITIES TO LEAD THE LIVES THEY CHOOSE THROUGH INNOVATIVE, HIGH-QUALITY, VOCATIONAL TRAINING AND EMPLOYMENT PLACEMENT, DAY SERVICES, ENRICHMENT ACTIVITIES AND SUPPORTED LIVING SERVICES. (CONTINUED ON SCHEDULE O)THESE SERVICES ARE DESIGNED TO SHATTER BARRIERS TO INCLUSION AND INDEPENDENCE. MTC OFFERS A ROBUST MENU OF PROGRAMS AND SERVICES TO MEET THE UNIQUE GOALS, ABILITIES AND LEARNING STYLES OF ITS CLIENTS, FROM THE OLDER CLIENT IN THE MTC ADULT DAY TRAINING PROGRAM WORKING TO MAINTAIN LIFE SKILLS THAT SUPPORT INDEPENDENCE, TO THE HIGH SCHOOL STUDENT BUILDING TECH SKILLS IN AN MTC SPRING BREAK YOUTH CAMP, TO THE YOUNG ADULT PREPARING FOR THEIR FIRST JOB AFTER HIGH SCHOOL OR MOVING INTO THEIR FIRST APARTMENT. 0 0 2370272 1392052 VOCATIONAL AND LIFE ENRICHMENT DAY SERVICES:MTC'S DAY SERVICES PROGRAM OFFERS MEANINGFUL, PERSON-CENTERED SKILL DEVELOPMENT DAY EXPERIENCES FOR ADULTS WITH DEVELOPMENTAL DISABILITIES. LEARNING OPPORTUNITIES ARE CUSTOMIZED TO ACQUIRE, ENHANCE, AND MAINTAIN THE FUNCTIONAL, TRANSFERABLE SKILLS NEEDED TO ACHIEVE SUCCESS AT WORK AND IN THE COMMUNITY. EDUCATION AND EMPLOYMENT ARE A MAJOR FOCUS AS WITH A JOB COMES DIGNITY, RESPECT, AND A BETTER INCOME, LEADING TO MORE CHOICES, GREATER FREEDOM, AND A MORE FULFILLING LIFE.(CONTINUED ON SCHEDULE O)CLASSES INCLUDE ADULT BASIC EDUCATION, WITH A FOCUS ON SELF-ADVOCACY, INDEPENDENT LIVING, WORK READINESS, AND COMMUNITY INCLUSION SKILLS, SUCH AS PERSONAL CARE AND HYGIENE, TIME AND TASK MANAGEMENT, APPROPRIATE SOCIAL BEHAVIOR, COMMUNITY SAFETY, PUBLIC TRANSPORTATION AND NAVIGATION, AND SOCIAL AND COMMUNICATION SKILLS. DAY SERVICES PROGRAMMING IS OFFERED WEEKDAYS ON BOTH MTC CAMPUSES (TAMPA AND BRANDON). CLASSES EMPHASIZE BUILDING SKILLS IN PERSONAL HEALTH AND SAFETY, SOCIALIZATION, DECISION MAKING, AND COMMUNICATION AND INCLUDE ENRICHMENT ACTIVITIES AND OUTINGS. COMMUNITY INCLUSION ACTIVITIES, INCLUDING VOLUNTEERING AT LOCAL NONPROFITS, IS A HALLMARK OF MTC'S PERSON-CENTERED PROGRAMMING. VOCATIONAL TRAINING AND JOB PLACEMENT SERVICES ARE ALSO AVAILABLE TO CLIENTS IN MTC'S DAY SERVICES PROGRAM. LIFE ENRICHMENT SERVICES INCLUDE THE MTC FINE ARTS STUDIO AND COMPUTER LAB. THE MTC FINE ARTS PROGRAM HELPS INDIVIDUALS WITH DISABILITIES EXPRESS THEMSELVES CREATIVELY BASED UPON PERSONAL INTEREST AND ABILITY. INSTRUCTION IS OFFERED IN FINE ARTS, ART APPRECIATION, AND ART MARKETING AND PROMOTION. CLASSES ARE ADJUSTED TO MEET THE NEEDS OF RECREATIONAL ARTISTS, AS WELL AS THOSE SEEKING MORE INDIVIDUALIZED INSTRUCTION IN SPECIFIC TECHNIQUES. ART APPRECIATION CLASSES VISIT LOCAL MUSEUMS AND GALLERIES FOR INSPIRATION.MTC FINE ARTS GALLERY, A LEGACY PROJECT OF THE 2011 LEADERSHIP CLASS OF THE WESTSHORE ALLIANCE, IS A BEAUTIFUL SHOWCASE FOR THE AMAZING WORKS CREATED BY INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES IN THE MTC FINE ARTS STUDIOS. MANY ARE DEVELOPING RECOGNIZABLE STYLES AND ESTABLISHING A STRONG FOLLOWING IN THE COMMUNITY. ADDITIONALLY, THE MTC FINE ARTS GALLERY AND ANCILLARY MEETING ROOMS SERVE AS A COMMUNITY MEETING PLACE FOR LOCAL ORGANIZATIONS AND FELLOW NON-PROFITS.MTC'S EMERGE CAREER COLLABORATIVE (EMERGE) PROGRAM OFFERS CERTIFICATE-BASED JOB TRAINING ALIGNED WITH EMPLOYMENT OPPORTUNITIES IN FOUR HIGH-GROWTH SECTORS OF THE ECONOMY: TECHNOLOGY, MANUFACTURING, AND HEALTHCARE AND HOSPITALITY. EACH TRACK LEADS TO A GLOBALLY RECOGNIZED, INDUSTRY-STANDARD CERTIFICATION, SUCH AS MICROSOFT OFFICE SPECIALIST, WHICH DEMONSTRATES TO A FUTURE EMPLOYER THAT THE EMERGE STUDENT HAS THE CONTENT KNOWLEDGE, TECHNICAL TRAINING, AND PERSONAL SKILLS REQUIRED FOR EMPLOYMENT.MTC'S EQUALITY LOGISTICS PROVIDES PACKAGING, KITTING, FULFILLMENT, AND SHIPPING TO MULTIPLE LOCAL, NATIONAL, AND INTERNATIONAL BUSINESSES.AMONG ITS MANY VOCATIONAL SKILLS TRAINING CONTRACTS, MTC'S LARGEST IS PACKAGING AND SHIPPING SUNPASS TRANSPONDERS FOR FLORIDA'S TURNPIKE ENTERPRISE. SINCE 2007, MTC HAS SUCCESSFULLY SHIPPED MORE THAN 19 MILLION UNITS WITH AN ERROR RATE BELOW ONE PERCENT.MTC IS DEDICATED TO HELPING THE PEOPLE WE SERVE FIND AND RETAIN COMMUNITY-BASED EMPLOYMENT BY ACQUIRING AND REFINING BOTH TECHNICAL AND SOCIAL SKILLS. THE CURRICULUM AND TRAINING MATERIALS EDUCATE INDIVIDUALS WITH DISABILITIES ON THE SKILLS THEY NEED TO INTERACT EFFECTIVELY WITH CO-WORKERS AND CUSTOMERS. TRANSFERABLE JOB AND SOCIAL SKILLS ARE FOSTERED THROUGH REAL WORLD INTERNSHIPS WITHIN AN ENVIRONMENT OF PRODUCTION QUOTAS AND QUALITY.RESIDENTS AND BUSINESSES IN THE TAMPA BAY AREA CAN ALSO DONATE THEIR ELECTRONICS FOR RESPONSIBLE REFURBISHMENT AND RECYCLING BY MTC'S EQUALITY RECYCLING SOLUTIONS. REFURBISHED COMPUTERS ARE SOLD TO CONSUMERS AND BUSINESSES ALIKE THROUGH EQUALITY RECYCLING'S OWN EBAY STORE. ALL RECYCLED COMPONENTS ARE THEN SOLD TO CERTIFIED RECYCLERS. 1051980 672550 SUPPORTED LIVING SERVICES (COMMUNITY-BASED RESIDENTIAL):CLIENTS IN MTC'S COMMUNITY LIVING RESIDENTIAL PROGRAM RECEIVE TAILORED IN-HOME AND REMOTE SUPPORTIVE SERVICES THAT PROMOTE SELF-SUFFICIENCY AS CLIENTS LEASE THEIR HOME OR APARTMENT, PAY THEIR OWN EXPENSES, AND MAKE THEIR OWN DECISIONS. MTC HAS OVER 25 YEARS OF EXPERIENCE IN PROVIDING SUPPORTED LIVING SERVICES THAT ASSIST PERSONS WITH DISABILITIES IN MAINTAINING THEIR INDEPENDENCE IN THEIR OWN HOME, WHETHER A FEW HOURS OF COACHING A MONTH OR 24-HOUR-A-DAY SUPPORT.(CONTINUED ON SCHEDULE O)CLIENTS IN THE COMMUNITY LIVING PROGRAM RECEIVE CUSTOMIZED SUPPORTS TO CONTINUE LIVING INDEPENDENTLY IN THEIR OWN HOMES, SUCH AS ASSISTANCE FROM TRAINED MTC STAFF TO: FIND AND RENT OR PURCHASE HOUSING;FIND AND SELECT A ROOMMATE OR ROOMMATES; LEARN GROCERY SHOPPING, COOKING AND MEAL PLANNING; HANDLE BANKING, BILL PAYING, AND BUDGETING;INTERACT WITH NEIGHBORS AND GETTING INVOLVED IN THE LOCAL COMMUNITY;NAVIGATE THIRD-PARTY BENEFITS;LEARN CIVIC RESPONSIBILITIES; MANAGE THEIR HEALTH; USE PUBLIC TRANSPORTATION AND RIDE-SHARING SERVICES; LEARN SAFETY SKILLS TO PREVENT FALLS AND INJURIES. 616827 73102 EMPLOYMENT SERVICES:WITH A JOB COMES DIGNITY, RESPECT, AND A BETTER INCOME, LEADING TO MORE CHOICES, GREATER FREEDOM, AND A MORE FULFILLING LIFE. WE AT MACDONALD TRAINING CENTER HAVE COMMITTED OURSELVES TO BEING ONE OF THE PREMIER PROVIDERS OF EMPLOYMENT SERVICES FOR ADULTS WITH DISABILITIES IN THE NATION. (CONTINUED ON SCHEDULE O)THE MTC EMPLOYMENT SERVICES TEAM SUPPORTS JOB SEEKERS WITH VARYING ABILITIES THROUGH THE EMPLOYMENT PREPARATION AND PLACEMENT PROCESS AND OFFERS FOLLOW-ON SERVICES TO ENSURE QUALITY JOB PERFORMANCE AND JOB RETENTION. AS A LEADER IN ABILITY-NEUTRAL EMPLOYMENT PLACEMENT, MTC WORKS WITH AREA BUSINESSES TO MATCH THE NEEDS OF THE EMPLOYER WITH THE TALENTS OF THE JOB SEEKER, WITH THE MUTUAL GOAL OF CREATING AN INCLUSIVE, NEURODIVERSE WORKFORCE AND IMPROVING JOB RETENTION. EMPLOYMENT SERVICES CAN ASSIST INDIVIDUALS IN OBTAINING AND RETAINING JOBS IN THE COMMUNITY AT COMPETITIVE WAGES. OUR EMPLOYMENT COACHES AND JOB DEVELOPERS WORK SIDE-BY-SIDE WITH INDIVIDUALS TO HELP WITH: RESUME' PREPARATION AND INTERVIEW ETIQUETTEJOB DEVELOPMENT AND UTILIZING AN INDIVIDUAL'S COMMUNITY SUPPORT NETWORKWEB-ENHANCED JOB SEARCH MOCK INTERVIEWSTRANSPORTATION AND TRAVEL TRAININGCOMMUNITY-BASED JOB OBSERVATIONSJOB FAIR ATTENDANCECOMPETITIVE JOB PLACEMENT SERVICESON-THE-JOB TRAINING AND SKILLS ACQUISITIONSELF-ADVOCACYJOB MAINTENANCE SERVICES AND UTILIZATION OF NATURAL SUPPORTSINTERPRETING SERVICES IN AMERICAN SIGN LANGUAGEADA ASSISTANCE AND EMPLOYER/CO-WORKER SENSITIVITY TRAININGCAREER ADVANCEMENT SUPPORT AND FINANCIAL BENEFITS PLANNINGJOB SEEKERS MAY COMPLETE SHORT ASSESSMENTS IN REAL WORK ENVIRONMENTS, ON-THE-JOB TRAINING AND/OR INTERNSHIPS, OR EXPLORE EMPLOYMENT OPPORTUNITIES WITH MTC E-RECYCLING AND LOGISTICS SOCIAL ENTERPRISES. JOB PLACEMENTS AND DURATION OF JOB RETENTION ARE TRACKED AND RECORDED. FOR OVER 40 YEARS, MTC HAS BUILT RELATIONSHIPS WITH MORE THAN 60 EMPLOYERS. MEMBERSHIP IN THE TAMPA BAY CHAMBER OF COMMERCE, TAMPA DOWNTOWN PARTNERSHIP AND THE WESTSHORE ALLIANCE GENERATE JOB PLACEMENTS WITH MEMBER BUSINESSES.MTC WORKS WITH CLIENTS TO FIND THE JOB, GET THE JOB, AND KEEP THE JOB. MTC EMPLOYMENT EXPERTS CONDUCT TRAININGS WITH BUSINESSES AND COMMUNITY GROUPS TO DISCUSS THE BENEFITS OF HIRING AN INCLUSIVE, NEURODIVERSE WORKFORCE.EMPLOYERS GAIN CONFIDENCE IN AND AWARENESS OF THE SUPPORTS AVAILABLE TO ACHIEVE THE SHARED GOAL OF MEANINGFUL, FULL-TIME EMPLOYMENT. TRAINING FOR EMPLOYERS ON INTERVIEWING STRATEGIES, THE ONBOARDING PROCESS, PLANNING FOR SUCCESS, AND MANAGEMENT AND COMMUNICATION STRATEGIES, HAS INCREASED RETENTION RATES AND IMPROVED PERFORMANCE OUTCOMES FOR EMPLOYEES WITH VARYING ABILITIES, THEIR MANAGERS, AND CO-WORKERS. TRANSPORTATION IS AMONG THE TOP THREE BARRIERS TO EMPLOYMENT AND INCLUSION FOR PEOPLE WITH DISABILITIES. MTC PROVIDES ASSISTANCE WITH PUBLIC TRANSPORTATION AND LYFT TRANSPORTATION TO AND FROM JOB SITES. 482345 16232 EDUCATION:MTC'S EMERGE CAREER COLLABORATIVE (EMERGE) PROGRAM OFFERS CERTIFICATE-BASED JOB TRAINING ALIGNED WITH EMPLOYMENT OPPORTUNITIES IN FOUR HIGH-GROWTH SECTORS OF THE ECONOMY: TECHNOLOGY, MANUFACTURING, AND HEALTHCARE AND HOSPITALITY. EACH TRACK LEADS TO A GLOBALLY RECOGNIZED, INDUSTRY-STANDARD CERTIFICATION, SUCH AS MICROSOFT OFFICE SPECIALIST, WHICH DEMONSTRATES TO A FUTURE EMPLOYER THAT THE EMERGE STUDENT HAS THE CONTENT KNOWLEDGE, TECHNICAL TRAINING, AND PERSONAL SKILLS REQUIRED FOR EMPLOYMENT.THE GOAL OF THE EMERGE PROGRAM IS TO SURMOUNT BARRIERS TO EMPLOYMENT FOR PEOPLE WITH DISABILITIES, PREPARING THESE JOB SEEKERS FOR CAREER SUCCESS. A CERTIFICATION CAN SIGNIFICANTLY BOOST AN APPLICANT'S RESUME WITH TRAINING THAT CAN SUBSTITUTE FOR "JOB EXPERIENCE" REQUIREMENTS. OTHER SIGNIFICANT ADVANTAGES ARE THE LOW COST AND SHORTER HOURS TO ACHIEVE A CERTIFICATION AS COMPARED TO A COLLEGE DEGREE. IN A TRUE WIN-WIN, EMPLOYERS SAVE MONEY ON EMPLOYEES WITH CERTIFICATIONS IN REDUCED TRAINING COSTS AND LOWER TURNOVER, AND CERTIFICATE HOLDERS EARN HIGHER WAGES AND JOB PROMOTIONS.THE ENVIRONMENTAL SERVICES CURRICULUM IN MTC'S EMERGE CAREER COLLABORATIVE WAS DESIGNED AND DEVELOPED IN PARTNERSHIP WITH MOFFITT CANCER CENTER FOR PEOPLE WITH VARYING ABILITIES AND LEARNING STYLES SEEKING CAREERS IN ENVIRONMENTAL SERVICES IN THE HEALTHCARE SECTOR. STUDENTS LEARN AND MASTER CLEANING AND DISINFECTION PROTOCOLS AND SKILLS IN THE CLASSROOM SETTING AS WELL AS A SIMULATED HOSPITAL PATIENT ROOM ON THE EMERGE CAMPUS, FUNDED, DESIGNED, AND OUTFITTED BY TAMPA'S PREMIER CANCER TREATMENT CENTER. IN THIS LAB SPACE, UNDER THE SUPERVISION OF AN EMERGE INSTRUCTOR, STUDENTS CAN PRACTICE THE INDUSTRY'S BEST SANITATION TECHNIQUES, LEARN THE STANDARDS FOR A DISCHARGE HOSPITAL ROOM CLEANING, AND UNDERSTAND CUSTOMER SERVICE NEEDS IN A HEALTHCARE OR HOSPITALITY SETTING. MOFFITT CANCER CENTER (MCC) WILL WAIVE THE SIX-MONTH WORK EXPERIENCE REQUIREMENT FOR ITS ENVIRONMENTAL SERVICES (ES) TECHNICIAN 1 POSITION FOR MTC GRADUATES WITH ES PROGRAM CERTIFICATION. IN A UNIQUE OPTION FOR EMERGE STUDENTS ON THE AUTISM SPECTRUM, STUDENTS IN THE TECH2WORK TRACK FIRST COMPLETE EMERGE DIGITAL LITERACY COURSES, THEN MOVE INTO THE AUTOMATION TECHNOLOGY COURSE THROUGH A COLLABORATION WITH LAUNCH, AT THE UNIVERSITY OF SOUTH FLORIDA TO PREPARE FOR HIGH-PAYING TECH CAREERS IN THE GROWING FIELD OF AUTOMATION. THIS "BUNDLED APPROACH" COMBINES TWO COLLEGE-LEVEL COURSES IN ONE PROGRAM AT TWO LOCATIONS AND AFFORDS STUDENTS ALL THE EXPERIENCES OF A LARGE PUBLIC UNIVERSITY CAMPUS COMMUNITY. 482345 16232 4521424 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 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 1 0 0 0 1 7 0 1 128 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X X X JUDITH DESTASIO CFO 8138701300 5420 W CYPRESS ST TAMPA FL 33607 X DARRIN QUAM CHAIR 3.00 0.00 X X 0 0 0 ERIC KREIGER TREASURER 2.00 0.00 X X 0 0 0 STACY FENDER 1ST VICE CHAIR 2.00 0.00 X X 0 0 0 JUDIT TEJADA 2ND VICE CHAIR 2.00 0.00 X X 0 0 0 CATHY BAEZ SECRETARY 2.00 0.00 X 0 0 0 CINDY BAUER DIRECTOR 2.00 0.00 X 0 0 0 WILLARD BLAIR DIRECTOR 2.00 0.00 X 0 0 0 SHANNON BROWNING DIRECTOR (SEE SCH O, PAGE 45) 2.00 0.00 X 1057 0 0 JOCELYN CHISHOM CARTER DIRECTOR (THRU 5/4/23) 2.00 0.00 X 0 0 0 FRAN DAVIN DIRECTOR 2.00 0.00 X 0 0 0 JACK GUTMAN DIRECTOR 2.00 0.00 X 0 0 0 PETER HALADAY DIRECTOR 2.00 0.00 X 0 0 0 EARNIE HANSLEY DIRECTOR 2.00 0.00 X 0 0 0 PHILLIPS HARRINGTON DIRECTOR 2.00 0.00 X 0 0 0 DUSTIN HENDERSON DIRECTOR 2.00 0.00 X 0 0 0 LENORE HORTON DIRECTOR 2.00 0.00 X 0 0 0 KAREN MCKINNEY DIRECTOR 2.00 0.00 X 0 0 0 MICHAEL ROBINSON DIRECTOR 2.00 0.00 X 0 0 0 RICHARD SENKER DIRECTOR 2.00 0.00 X 0 0 0 PATRICIA SPEARS DIRECTOR 2.00 0.00 X 0 0 0 KEVIN SULLIVAN DIRECTOR 2.00 0.00 X 0 0 0 CHERYL WORSHAM DIRECTOR 2.00 0.00 X 0 0 0 KARENNE LEVY PRESIDENT & CEO 24.00 16.00 X 134704 0 0 JUDITH DESTASIO CFO 51.20 12.80 X 93415 0 0 CHANTEL STAMPFER COO (AS OF 2/20/23) 40.00 0.00 X 0 0 0 229176 0 0 1 0 0 0 0 9721 259562 1453057 626671 2349011 DAY SERVICES 624100 1356052 1356052 SUPPORTED LIVING 624100 660550 660550 SUPPORTED EMPLOYMENT 624100 67102 67102 EDUCATION 624100 10232 10232 2093936 21871 21871 26122 9231 16891 16891 5796063 3906346 1889717 1889717 AFFILIATE ADMINISTRATIVE CHARGES 541610 60000 60000 SUPPORT AGENCY FEE 900099 50000 50000 2000 2000 112000 6483426 2153936 0 1980479 309339 74939 234400 3406635 2734190 395089 277356 407564 275184 124495 7885 268846 205690 45714 17442 17971 17688 157 126 32321 31812 282 227 151359 148977 1320 1062 6148 5474 551 123 62849 55960 5629 1260 151122 126121 17145 7856 322396 292460 23611 6325 151 134 14 3 53390 48520 3841 1029 52082 46372 4666 1044 FLEET EXPENSES 175631 175631 PROGRAM EXPENSES 111113 111113 BAD DEBT EXPENSE 108100 108100 BUSINESS ENTERPRISE 63059 63059 17952 17952 5718028 4521424 856914 339690 198990 458241 1037215 1180325 430599 1012622 1212014 874219 110772 151332 39116 80159 1048649 784015 217479 264634 375764 1226347 3621949 5247879 567969 1107133 748234 425781 10337 659404 1326540 2192318 X 1293558 2173297 1001851 882264 2295409 3055561 3621949 5247879 X 765398 -5246 X X 0 1 X 1 0 X 997148 2405373 2379672 2099608 2349011 10230812 997148 2405373 2379672 2099608 2349011 10230812 453922 9776890 8180 7804 249 384 21871 38488 10269300 21242300 0.95210 0.93640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2687668 104272 419791 259562 2952169 3591747 35194 -613078 326195 2687668 2760817 318232 778226 265528 3591747 2596412 54532 243189 133316 2760817 2174049 318916 205974 102527 2596412 1.00000 0.00000 0.00000 1 1 1 114413 78324 36089 796201 670752 125449 138035 34939 103096 264634 DUE FROM AFFILIATE 594469 SECURITY DEPOSITS 23428 RIGHT-OF-USE ASSETS UNDER OPERATING LEASES 608450 1226347 LEASE LIABILITIES 659404 659404 X 6412128 60000 60000 6352128 131298 131298 6483426 5651976 60000 60000 5591976 126052 126052 5718028 PART V, LINE 4: THE BOARD OF DIRECTORS OF MACDONALD TRAINING CENTER FOUNDATION, INC., A RELATED ORGANIZATION, HAS DESIGNATED A PORTION OF NET ASSETS WITHOUT DONOR RESTRICTIONS AS A GENERAL ENDOWMENT FUND TO SUPPORT ITS MISSION. THE FOUNDATION'S EXCLUSIVE PURPOSE IS TO PROVIDE SUPPORT FOR THE MISSION OF MACDONALD TRAINING CENTER, INC. THE ORGANIZATION'S SPENDING POLICY ALLOWS FOR AN ANNUAL DISTRIBUTION EQUAL TO 6% OF THE FAIR VALUE OF THE ENDOWMENT FUNDS AS OF THE PRIOR JUNE 30TH OF EACH YEAR. IF EXTRAORDINARY CIRCUMSTANCES WARRANT AN ADDITIONAL DISTRIBUTION, THE ORGANIZATION'S SPENDING POLICY ALLOWS FOR A MAXIMUM DISTRIBUTION UP TO 10% OF THE FAIR VALUE OF THE ENDOWMENT FUNDS AS OF THE PRIOR JUNE 30TH EACH YEAR. PART X, LINE 2: THE ORGANIZATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A TAX-EXEMPT ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986. INCOME EARNED IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION IS TREATED AS A PUBLICLY SUPPORTED ORGANIZATION, AND NOT AS A PRIVATE FOUNDATION. ASC TOPIC 740, INCOME TAXES, CLARIFIES THE ACCOUNTING AND RECOGNITION FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE ORGANIZATION'S INCOME TAX RETURNS. THE ORGANIZATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY TAXING AUTHORITIES AND FILINGS FOR PERIODS AFTER FISCAL 2019 ARE OPEN FOR EXAMINATION. THE ORGANIZATION DOES NOT BELIEVE IT HAS ANY UNRECOGNIZED EXPOSURE RELATING TO UNCERTAIN TAX POSITIONS AT SEPTEMBER 30, 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: INTERCOMPANY TRANSFERS NET WITH INTERCOMPANY EXPENSE 60,000. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT NET WITH REVENUE IN FINANCIAL STATEMENTS 108,100. FUNDRAISING EXPENSES NET WITH REVENUE IN FINANCIAL STATEMENTS 17,952. WRITE OFF OF UNCOLLECTIBLE PLEDGES NET WITH REVENUE IN FINANCIAL STATEMENTS 5,246. PART XII, LINE 2D - OTHER ADJUSTMENTS: INTERCOMPANY TRANSFERS NET WITH INTERCOMPANY EXPENSE 60,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NET WITH REVENUE IN FINANCIAL STATEMENTS 17,952. BAD DEBT NET WITH REVENUE IN FINANCIAL STATEMENTS 108,100. BEER GARDEN 26122 26122 25 6517 2689 26122 26122 25 6517 2689 9231 16891 FORM 990, PART VI, SECTION A, LINE 1A EXECUTIVE COMMITTEE. THE BOARD OF DIRECTORS SHALL APPOINT AN EXECUTIVE COMMITTEE COMPRISED OF THE CHAIRMAN OF THE BOARD OF DIRECTORS, THE IMMEDIATE PAST CHAIRMAN OF THE BOARD OF DIRECTORS, THE VICE CHAIRMAN, THE PRESIDENT, THE SECRETARY, THE TREASURER, AND SUCH OTHER DIRECTORS OF THE CORPORATION AS MAY BE DESIGNATED BY THE BOARD OF DIRECTORS AT ITS ANNUAL MEETING. THE EXECUTIVE COMMITTEE SHALL OVERSEE AND MAKE RECOMMENDATIONS ON THE ANNUAL EVALUATION OF THE PRESIDENT/CHIEF EXECUTIVE OFFICER, WHICH SHALL BE PERFORMED BY THE CHAIRMAN. THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE ALL THE AUTHORITY AND DUTIES OF THE BOARD OF DIRECTORS BETWEEN MEETINGS OF THE DIRECTORS, EXCEPT THE POWER TO AMEND THESE BYLAWS, TO DESIGNATE CANDIDATES FOR THE OFFICE OF DIRECTOR, FILL VACANCIES ON THE BOARD OF DIRECTORS, OR TO PERFORM SUCH OTHER ACTS SPECIFICALLY RESERVED EXCLUSIVELY FOR THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS MACDONALD TRAINING CENTER HOLDING CO. (EIN: 59-3010536), A FLORIDA CORPORATION EXEMPT FROM INCOME TAX UNDER IRC SECTION 501(C)(3). FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER OF THE ORGANIZATION HAS THE POWER TO ELECT THE MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B A REPRESENTATIVE FROM THE CPA FIRM THAT PREPARES FORM 990 PRESENTS AND REVIEWS THE FORM WITH THE BOARD OF DIRECTORS. UPON APPROVAL BY THE BOARD, THE CPA FIRM SUBMITS THE ELECTRONIC RETURN TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN THE ORGANIZATION'S CONFLICT OF INTEREST DECLARATION AND ARE REQUIRED TO IDENTIFY POSSIBLE OR POTENTIAL CONFLICTS OF INTEREST. THESE DECLARATIONS/DISCLOSURES ARE VALID FOR ONE FULL BOARD TERM FOR EACH BOARD MEMBER. THE SECRETARY OF THE BOARD IS ACCOUNTABLE FOR ENFORCING AND DOCUMENTING ANY CONFLICTS OF INTEREST AND IS THE DELEGATED AUTHORITY TO MONITOR AND ENFORCE THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT & CEO'S COMPENSATION IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD USING COMPARABLE DATA FROM SIMILAR ORGANIZATIONS, IN SIZE AND FUNCTION, FROM THE SURROUNDING GEOGRAPHIC AREA. THIS COMPENSATION DATA IS PROVIDED TO THE EXECUTIVE COMMITTEE OF THE BOARD BY HR. COMPENSATION FOR THE CFO POSITION IS REVIEWED AND APPROVED BY THE PRESIDENT & CEO USING COMPARABLE DATA AND COMPENSATION STUDIES. THIS COMPENSATION DATA IS PROVIDED TO THE PRESIDENT & CEO BY HR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. 990S AND AUDIT REPORTS ARE POSTED TO THE ORGANIZATION'S WEBSITE, HTTPS://MACDONALDCENTER.ORG/AUDIT-990S/. FORM 990, PART VII, SECTION A: IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS, CLIENTS WITH DISABILITIES SERVE ON THE BOARD OF DIRECTORS. SHANNON BROWNING, AN ARTIST PARTICIPATING IN THE MACDONALD TRAINING CENTER FINE ARTS STUDIO, SERVED AS A DIRECTOR DURING FISCAL YEAR ENDED SEPTEMBER 30, 2023 AND RECEIVED COMPENSATION OF $1,057 FOR HER ART SALES DURING CALENDAR 2022. THIS COMPENSATION IS REPORTED ON PART VII, SECTION A, COLUMN (D). FORM 990, PART XI, LINE 9: WRITE OFF OF UNCOLLECTIBLE PLEDGES -5,246. FORM 990, PART XII, LINE 2C: AUDIT COMMITTEE. THE BOARD OF DIRECTORS SHALL APPOINT A STANDING COMMITTEE TO BE KNOWN AS THE AUDIT COMMITTEE, COMPRISED OF THE TREASURER AND SUCH OTHER DIRECTORS AS DESIGNATED BY THE BOARD OF DIRECTORS. THE AUDIT COMMITTEE SHALL ASSUME RESPONSIBILITY FOR INTERVIEWING AND RECOMMENDING THE SELECTION OF AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT TO CONDUCT THE CORPORATION'S ANNUAL AUDIT. THE AUDIT COMMITTEE SHALL OVERSEE THE AUDIT CONDUCTED BY THE SELECTED CERTIFIED PUBLIC ACCOUNTANT. THE AUDIT COMMITTEE SHALL COORDINATE THE PRESENTATION OF THE CORPORATION'S FINANCIAL STATEMENT AND THE COMPLETED FORM 990 TO THE BOARD OF DIRECTORS FOR REVIEW AND SHALL BE RESPONSIBLE FOR RECOMMENDING THE APPROVAL OF THE COMPLETED FORM 990 TO THE BOARD OF DIRECTORS. THE AUDIT COMMITTEE SHALL PERFORM SUCH OTHER DUTIES AND SHALL HAVE SUCH OTHER AUTHORITY AS THE EXECUTIVE COMMITTEE OR THE BOARD OF DIRECTORS MAY FROM TIME TO TIME DETERMINE. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. MACDONALD TRAINING CENTER PROPERTIES INC 5420 W CYPRESS ST TAMPA FL 33607 593010534 EXCLUSIVE PURPOSE IS HOLDING TITLE TO REAL & PERSONAL PROPERTY FL 501(C)(2) MACDONALD TRAINING CENTER HOLDING CORP 0 MACDONALD TRAINING CENTER FOUNDATION INC 5420 W CYPRESS ST TAMPA FL 33607 593015432 SUPPORT OF THE ONGOING MISSION OF MACDONALD TRAINING CENTER, INC. FL 501(C)(3) LINE 12B, II MACDONALD TRAINING CENTER HOLDING CORP 0 MACDONALD TRAINING CENTER HOLDING CO 5420 W CYPRESS ST TAMPA FL 33607 593010536 HOLDING COMPANY FL 501(C)(3) LINE 7 N/A 0 0 0 1 1 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0