Form 990 for tax year 2023

Totals

Total revenue

$682,465

Total expenses

$834,188

Contributions and grants received

$502,311

Grants paid

$36,097

Program service revenue

$0

Investment income

$15

Other revenue

$180,139

Total assets, end of year

$125,107

Total liabilities, end of year

$21,143

Net assets or fund balances, end of year

$103,964

Program services expenses (Part IX)

$262,231

Management and general expenses

$239,069

Fundraising expenses

$332,888

Program service expenses (Part III)

$262,231

Program services were 31.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2023

• AS PRESIDENT AND CEO OF THE FOUNDATION FOR THE MALCOLM BALDRIGE NATIONAL QUALITY AWARD, IT IS AN HONOR TO PRESENT THE 2024 ANNUAL REPORT WHICH INCLUDES OUR AUDIT AND FINANCIAL INFORMATION, AND TO ALSO REFLECT ON MORE THAN A DECADE OF SERVICE TO THE BALDRIGE FOUNDATION AND BALDRIGE ENTERPRISE. AS ALWAYS, THANKS TO ALL THE DEDICATED VOLUNTEERS, EXAMINERS, JUDGES, STATE PROGRAM LEADERS AND THEIR BOARDS, AS WELL AS THE BALDRIGE PROGRAM STAFF, 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 U.S. COMMERCE DEPARTMENT AND THE NATIONAL INSTITUTE OF STANDARDS AND TECHNOLOGY (NIST) INITIATED A COMPREHENSIVE, INDEPENDENT REVIEW TO "REIMAGINE" THE BALDRIGE PROGRAM AND HELP RESHAPE THE FUTURE OF BALDRIGE. MANY OF US PARTICIPATED IN FOCUS GROUPS, INTERVIEWS, SURVEYS, FORMAL AND INFORMAL BRIEFINGS, AND OFFERED ADVICE AND ASSISTANCE THROUGHOUT THE REVIEW. 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. AT THIS YEAR'S QUEST FOR EXCELLENCE CONFERENCE WE HONOR THE FIRST RECIPIENTS USING THE NEW AWARD PROCESS. THE 2024 MALCOLM BALDRIGE NATIONAL QUALITY AWARD WINNERS ARE: ALAMO COLLEGES DISTRICT, (TEXAS) CHICKASAW NATION DEPARTMENT OF HEALTH, (OKLAHOMA) THE CITY OF HENDERSON, (NEVADA) FREESE AND NICHOLS INC., (TEXAS) NORTHEAST DELTA DENTAL, (NEW HAMPSHIRE) IN ADDITION TO A SUCCESSFUL AWARDS CYCLE IN 2024, THE BALDRIGE PROGRAM ALSO CONDUCTED ANOTHER FELLOWS PROGRAM CYCLE, VALUABLE TRAINING, AND BEGAN THE PROCESS OF UPDATING THE FRAMEWORK. THE ENTERPRISE ALSO ORCHESTRATED THE COMMUNITIES OF EXCELLENCE AND BALDRIGE FALL CONFERENCES IN FLORIDA, A NUMBER OF STATE AND REGIONAL PROGRAM CONFERENCES, AND UPDATED THE BALDRIGE ALLIANCE STRATEGIC PLAN TO TRANSFORM THE ALLIANCE FOR THE FUTURE. COLLECTIVELY, THE BALDRIGE ENTERPRISE TEAM CONTINUED TO WORK TOGETHER AS ONE TEAM TO ENSURE BALDRIGE REMAINS, AMERICA'S BEST INVESTMENT REFLECTING ON THE LAST DECADE, I WOULD LIKE TO SPEND SOME TIME LOOKING AT THE ACCOMPLISHMENTS OF THE FOUNDATION TEAM AND OUR PARTNERS. IN 2014 WE BUILT THE FOUNDATION'S FIRST STRATEGIC PLAN. IT HAD FOUR STRATEGIC IMPERATIVES: ADVOCACY, FUNDRAISING, BOARD DEVELOPMENT, AND FOUNDATION OPERATIONS. ORGANIZATIONAL ALIGNMENT WAS CREATED BY IMPLEMENTING OUR STRATEGY, ALONG WITH A DISCIPLINED BUDGET PROCESS, AND ACCOUNTABILITY. OUR VALUES, ESTABLISHED BY THE FULL BOARD, REMAIN TO THIS DAY: COMMITMENT TO CONTINUOUS IMPROVEMENT; STEWARDSHIP; TRUST; AND VISIONARY LEADERSHIP. OUR STRATEGIC PLAN WAS CONCISE, CLEAR, AND HELPED GUIDE US THROUGH CHALLENGING TIMES. TO DEMONSTRATE OUR COMMITMENT TO ALL STAKEHOLDERS AND "WALK-THE- TALK" WE DRAFTED AN ORGANIZATIONAL PROFILE AND SUBMITTED IT TO A BALDRIGE- BASED STATE PROGRAM, THE PARTNERSHIP FOR EXCELLENCE (TPE). THEY PROVIDED US VALUABLE FEEDBACK AND AWARDED THE FOUNDATION WITH THEIR "SPIRIT AWARD" FOR COMPLETING THE FIRST PHASE OF THEIR RECOGNITION PROCESS. ADVOCACY AS A COST SAVING MEASURE, BALDRIGE WAS ELIMINATED FROM THE FEDERAL BUDGET IN 2012. THE FOUNDATION PROVIDED FUNDING FOR THE BALDRIGE PROGRAM TO KEEP OPERATING, HOWEVER, IT WAS CLEAR IN 2014, THAT IF BALDRIGE WAS NOT RE- ESTABLISHED IN THE FEDERAL BUDGET THE FOUNDATION WOULD SOON RUN OUT OF MONEY. ENLISTING THE HELP OF BOB LIVINGSTON, AND THE LIVINGSTON GROUP (TLG), WE BEGAN THE PROCESS OF LOBBYING FOR CONGRESSIONAL SUPPORT TO RESTORE THE PROGRAM'S APPROPRIATION. AFTER MEETING WITH MEMBERS OF THE COMMERCE, JUSTICE AND SCIENCE SUBCOMMITTEES ON APPROPRIATIONS IN THE HOUSE AND SENATE FOR OVER TWO YEARS, IN 2017 BALDRIGE WAS RESTORED AT 2.2 MILLION ANNUALLY. THIS WAS A HISTORIC ACHIEVEMENT. NO OTHER PROGRAM IN THE HISTORY OF THE U.S. GOVERNMENT HAD EVER BEEN RESTORED IN THE FEDERAL BUDGET AFTER BEING OUT FOR SUCH AN EXTENDED PERIOD. IN THE FOLLOWING YEAR, WE ALSO RESTORED BALDRIGE IN THE PRESIDENT'S BUDGET REQUEST, AND THAT SOLIDIFIED THE BALDRIGE PROGRAM'S FUNDING POSITION WITHIN THE DEPARTMENT OF COMMERCE. ATTAINING "COMMUNITY" AS THE 7TH CATEGORY OF THE BALDRIGE AWARDS WAS ANOTHER 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, HAD BALDRIGE EXPANDED ITS AWARD CATEGORIES. 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. SINCE 2014, THE FOUNDATION HAS GIVEN COE2026 OVER 138,000.00 IN FUNDING ASSISTANCE AND GIFT-IN-KIND (GIK) SERVICES WHICH INCLUDED SPONSORING THEIR COMMUNITY FRAMEWORK. TO SUPPORT OUR ADVOCACY EFFORTS, WE DEVELOPED THE JOURNAL OF PERFORMANCE EXCELLENCE IN 2017. THE JOURNAL SHOWCASES THE BALDRIGE ENTERPRISE'S ACHIEVEMENTS EACH YEAR AND SERVES AS A VALUABLE TOOL HELPING TO TELL OUR STORY IN CONGRESS, AND WITH ALL OUR STAKEHOLDERS. THE FOUNDATION SENDS FORMAL LETTERS OF CONGRATULATIONS TO ALL NATIONAL AWARD WINNERS, AND STATE PROGRAM HIGHEST-LEVEL AWARD WINNERS. WE ALSO SEND LETTERS OF CONGRATULATIONS TO ALL AWARD WINNERS' U.S. SENATORS, CONGRESSIONAL REPRESENTATIVES, AND GOVERNORS, LETTING THEM KNOW OF THEIR CONSTITUENT'S ACHIEVEMENTS. THIS OFTEN RESULTS IN THEM WRITING TO THEIR AWARD RECIPIENTS AS WELL AND CONGRATULATING THEM. WE ALSO SEND THEM COPIES OF THE JPE EACH YEAR THANKING THEM FOR THEIR SUPPORT. THIS DISCIPLINED PROCESS PROVIDES A COMPREHENSIVE APPROACH TO MAINTAINING LEGISLATIVE SUPPORT FOR BALDRIGE. OTHER WAYS IN WHICH THE FOUNDATION PROVIDES ADVOCACY ARE THROUGH FORMAL PRESENTATIONS AT NATIONAL AND INTERNATIONAL CONFERENCES WORLD-WIDE, STATE- BASED PROGRAM CONFERENCES, AND BY ATTENDING KEY EVENTS EACH YEAR IN SUPPORT OF ORGANIZATIONS SUCH AS: THE AMERICAN COLLEGE OF HEALTH CARE EXECUTIVES (ACHE); THE COLLEGE OF HEALTHCARE INFORMATION MANAGEMENT EXECUTIVES (CHIME); THE BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE WORLD SUMMIT & INDUSTRY AWARDS (BTOES); THE AMERICAN HOSPITAL ASSOCIATION (AHA); THE AMERICAN HEALTH CARE ASSOCIATION (AHCA); AND MANY OTHERS. OUR ADVOCACY EFFORTS HAVE HELPED US BUILD TREMENDOUS GRASS ROOTS SUPPORT FOR BALDRIGE BOTH AT THE STATE AND NATIONAL LEVELS, AND INTERNATIONALLY AS WELL. AN EXAMPLE OF OUR INTERNATIONAL SUCCESS IS THE CONTINUED RELATIONSHIP WITH TATA SONS, IN INDIA. FOR MORE THAN A DECADE, TATA HAS SUPPORTED BALDRIGE AND THE FOUNDATION. THEY SERVE AS A MAC BALDRIGE SOCIETY MEMBER AND INSTITUTE TRUSTEE AND HAVE HAD A SEAT ON OUR BOARD OF DIRECTORS TO HELP PROVIDE US WITH IMPORTANT INTERNATIONAL PERSPECTIVES ON QUALITY AND PERFORMANCE EXCELLENCE. MOLLY BALDRIGE AND I HAVE PRESENTED AT THEIR AWARDS CEREMONY, AND WE CONTINUE TO STRENGTHEN OUR RELATIONSHIP WITH THEM AS THE LARGEST USER OF THE BALDRIGE FRAMEWORK, GLOBALLY. FUNDRAISING THE FOUNDATION HAS COMPLETELY TRANSFORMED ITS FUNDRAISING FROM PASSIVE FUNDRAISING (WAITING FOR PEOPLE TO DONATE) TO A COMPREHENSIVE FUNDRAISING STRATEGY THAT INCLUDES A WEBSITE PRESENCE, FUNDRAISING CAMPAIGNS THROUGHOUT THE YEAR, PLANNED AND ESTATE GIVING, A FULL SUITE OF SOCIAL MEDIA OPTIONS, GIVING TUESDAY ENGAGEMENTS, MAJOR GIFT STRATEGIES, AND ENDOWMENT POSSIBILITIES WITH NAMING RIGHTS TO AWARDS AND THE INSTITUTE. OUR HIGHEST-LEVEL DONORS ARE RECOGNIZED THROUGH MEMBERSHIP IN THE MAC BALDRIGE SOCIETY AND SERVE AS TRUSTEES FOR THE INSTITUTE FOR PERFORMANCE EXCELLENCE. THE FOUNDATION ATTAINED AND HAS MAINTAINED PLATINUM LEVEL ACCREDITATION THROUGH CANDID (FORMERLY GUIDESTAR), WHICH IS THEIR HIGHEST RATING FOR TRANSPARENCY, ATTAINED BY LESS THAN .1% OF ALL CHARITIES NATION-WIDE. SINCE 2014, THE BALDRIGE FOUNDATION HAS RAISED OVER NINE MILLION DOLLARS IN DONATIONS AND GIFT-IN-KIND (GIK) SERVICES, FINISHED EVERY YEAR UNDER THE BOARD APPROVED BUDGET, AND PASSED ANNUAL EXTERNAL AUDITS, DEMONSTRATING OUR STEWARDSHIP. MOST NOTABLY, IN 2019, THE INTERNAL REVENUE SERVICE (IRS) SENT AN AUDITOR TO EXAMINE THE FOUNDATION IN PERSON FOR THREE FULL DAYS. HE WAS SO IMPRESSED WITH OUR MISSION, AND OPERATIONAL PROCESSES, HE WROTE US A COMMENDABLE LETTER AND ASKED FOR A COPY OF THE BALDRIGE FRAMEWORK TO TAKE BACK TO THE IRS FOR THEM TO CONSIDER IMPLEMENTING OUR SUCCESS AND RESILIENCY HAVE TRULY BEEN REMARKABLE, ESPECIALLY WHEN YOU TAKE INTO ACCOUNT THE COVID-19 PANDEMIC AND SUBSEQUENT ECONOMIC DOWNTURN, FOLLOWED BY THE BALDRIGE PROGRAM RE-DESIGN WHICH ESSENTIALLY SHUTDOWN THE BALDRIGE PROGRAM FOR WELL OVER TWO YEARS. ALTOGETHER, FOUR OF THE PAST FIVE YEARS HAVE BEEN DEVASTATING FOR

  Expenses $262,231 · Grants $36,097

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

• AL FABER

  PRESIDENT &

  Total calculated

  $131,864

  From this org

  $131,864

  From related orgs

  $0

  Other

  $0

  Hours/week

  40

• JOSH RACETTE

  DIRECTOR COR

  Total calculated

  $107,614

  From this org

  $107,614

  From related orgs

  $0

  Other

  $0

  Hours/week

  40

• GEORGE BENSON

  DIRECTOR

  Total calculated

  $0

  Hours/week

  3

• RUSS BRANZELL

  SECRETARY

  Total calculated

  $0

  Hours/week

  3

• DIANE BROCKMEIER

  VICE - CHAIR

  Total calculated

  $0

  Hours/week

  3

• KATHRYN EGGLESTON

  CHAIRMAN

  Total calculated

  $0

  Hours/week

  3

• FRANK FUSCO

  TREASURER

  Total calculated

  $0

  Hours/week

  3

• DAVID GIFFORD

  DIRECTOR

  Total calculated

  $0

  Hours/week

  3

• LOWELL KRUSE

  DIRECTOR

  Total calculated

  $0

  Hours/week

  3

• S PADMANABHAN

  DIRECTOR

  Total calculated

  $0

  Hours/week

  3

• JOHN RAFFOUL

  DIRECTOR

  Total calculated

  $0

  Hours/week

  3

• TONY SCOTT

  DIRECTOR

  Total calculated

  $0

  Hours/week

  3

• DAVID SPONG

  DIRECTOR

  Total calculated

  $0

  Hours/week

  3

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

• BALDRIGE PERFORMANCE EXCELLENCE PRO

  $36,097

Provenance

Return type

form_990

Tax year

2023

Filed

9 May 2025

IRS schema version

2023v6.0

Source object

202521479349300017

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