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Nonprofiteer
← BLUEFORGE ALLIANCE

Form 990 for tax year 2023

Filed by BLUEFORGE ALLIANCE.

Totals

Total revenue
$480,869,126
Total expenses
$455,640,354
Contributions and grants received
$100
Grants paid
$128,480
Program service revenue
$480,215,952
Investment income
$652,634
Other revenue
$440
Total assets, end of year
$74,604,278
Total liabilities, end of year
$43,179,692
Net assets or fund balances, end of year
$31,424,586
Program services expenses (Part IX)
$440,172,250
Management and general expenses
$15,468,104
Fundraising expenses
$0
Program service expenses (Part III)
$440,172,250

Program services were 96.6% 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.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $100

  • 2a · Program service revenue: COLUMBIA PROGRAM

    total $480,117,600 · related or exempt $480,117,600

  • 2b · Program service revenue: AUKUS TRILATERAL/US MIB SUPPLIER

    total $98,352 · related or exempt $98,352

  • 3 · Investment income

    total $652,634 · excluded $652,634

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $440 · excluded $440

  • 11e · Other revenue, total

    $440

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $128,480 · program services $128,480

  • 5 · Compensation of officers, directors and key employees

    total $2,243,160 · program services $1,294,868 · management and general $948,292

  • 7 · Other salaries and wages

    total $19,430,704 · program services $14,524,675 · management and general $4,906,029

  • 8 · Pension plan contributions

    total $807,969 · program services $589,620 · management and general $218,349

  • 9 · Other employee benefits

    total $2,088,291 · program services $1,523,942 · management and general $564,349

  • 10 · Payroll taxes

    total $1,618,710 · program services $1,181,263 · management and general $437,447

  • 11b · Fees: legal

    total $1,936,676 · program services $190,109 · management and general $1,746,567

  • 11c · Fees: accounting

    total $882,332 · program services $54,971 · management and general $827,361

  • 11d · Fees: lobbying

    total $50,000 · program services $36,488 · management and general $13,512

  • 11g · Fees: other

    total $416,413,138 · program services $413,952,128 · management and general $2,461,010

  • 12 · Advertising and promotion

    total $94,784 · program services $69,169 · management and general $25,615

  • 13 · Office expenses

    total $1,914,281 · program services $500,745 · management and general $1,413,536

  • 14 · Information technology

    total $448,422 · management and general $448,422

  • 16 · Occupancy

    total $810,410 · program services $810,410

  • 17 · Travel

    total $1,712,616 · program services $1,236,654 · management and general $475,962

  • 19 · Conferences, conventions and meetings

    total $49,691 · program services $24,601 · management and general $25,090

  • 20 · Interest

    total $11,781 · program services $8,597 · management and general $3,184

  • 22 · Depreciation, depletion and amortization

    total $20,111 · program services $19,896 · management and general $215

  • 23 · Insurance

    total $378,133 · program services $90,849 · management and general $287,284

  • 24a · Other expenses: MATERIALS AND SUPPLIES

    total $2,280,792 · program services $2,280,792

  • 24b · Other expenses: PROGRAM INTIATIVES

    total $1,855,000 · program services $1,353,697 · management and general $501,303

  • 24c · Other expenses: RECRUITING COSTS

    total $66,414 · program services $51,321 · management and general $15,093

  • 24d · Other expenses: MEMBERSHIP DUES

    total $13,210 · management and general $13,210

  • 24e · All other expenses

    total $385,249 · program services $248,975 · management and general $136,274

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $714,464 · end of year $1,909,740

  • 2 · Savings and temporary cash investments

    beginning of year $33,280,287 · end of year $16,397,149

  • 4 · Accounts receivable

    beginning of year $14,865,287 · end of year $24,833,785

  • 9 · Prepaid expenses and deferred charges

    beginning of year $7,039 · end of year $278,012

  • 10a · Land, buildings and equipment: cost or other basis

    $351,818

  • 10b · Land, buildings and equipment: accumulated depreciation

    $18,353

  • 10c · Land, buildings and equipment, net

    beginning of year $92,457 · end of year $333,465

  • 15 · Other assets

    beginning of year $175,089 · end of year $30,852,127

  • 17 · Accounts payable and accrued expenses

    beginning of year $18,262,550 · end of year $43,100,375

  • 19 · Deferred revenue

    beginning of year $24,667,099

  • 25 · Other liabilities

    beginning of year $9,160 · end of year $79,317

  • 27 · Net assets without donor restrictions

    beginning of year $6,195,814 · end of year $31,424,586

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

BLUEFORGE ALLIANCE (BFA) WAS ESTABLISHED IN 2022 UNDER THE LAWS OF THE STATE OF TEXAS TO SERVE AS AN UNBIASED, NEUTRAL PROGRAM INTEGRATOR ACROSS INDUSTRY, ACADEMIA, AND GOVERNMENT TO ADVANCE NATIONAL SECURITY OBJECTIVES. (CONTINUED ON SCHEDULE O)AS A TAX-EXEMPT ENTITY TO LESSEN THE BURDENS OF THE U.S. NAVY AND THE DEPARTMENT OF DEFENSE (DOD), BFA'S MISSION IS TO ENABLE THE MARITIME MANUFACTURING INDUSTRY TO BUILD AND MAINTAIN THE NEXT GENERATION OF RESILIENT UNDERSEA PLATFORMS FOR AMERICA AND ITS ALLIES BY INCREASING CAPABILITY, CAPACITY AND RESILIENCE.

Activities or mission (Part I)

TO SERVE AS AN UNBIASED, NEUTRAL PROGRAM INTEGRATOR ACROSS INDUSTRY, ACADEMIA, AND GOVERNMENT TO ADVANCE NATIONAL SECURITY OBJECTIVES.

  • IN FISCAL YEAR 2024, BFA SUPPORTED ONE PROGRAM UNDER TWO CONTRACTS WITH THE U.S. DEPARTMENT OF DEFENSE (DOD) NAVY TO ADVANCE THE PROGRAM GOALS OF GALVANIZING AND REVITALIZING THE U.S. MARITIME INDUSTRIAL BASE (MIB). TO LESSEN THE BURDEN OF GOVERNMENT, BFA EXECUTES AND INTEGRATES SCIENTIFIC AND EDUCATIONAL ACTIVITIES THROUGH FACILITATING COLLABORATIONS AMONG GOVERNMENT AGENCIES, ACADEMIA, INDUSTRY, AND THE GENERAL PUBLIC FOR THE PURPOSE OF CONTRIBUTING TO OPERATIONAL AND COST EFFICIENCIES TOWARDS ACHIEVING NATIONAL SECURITY PRIORITIES. (SEE SCHEDULE O)BFA SERVES THIS CRITICALLY IMPORTANT CHARITABLE CAUSE BY BEING A CONDUIT TO THE U.S. NAVY AND BROADER DOD FOR CONVENING DIRECT EXPERTISE IN SUPPLIER DEVELOPMENT, STRATEGIC OUTSOURCING, WORKFORCE DEVELOPMENT AND OUTREACH, TECHNOLOGY ADVANCEMENT, AND CONTRACTING WITH SPECIALIZED CONSULTANTS, GOVERNMENTAL AGENCIES, EDUCATIONAL INSTITUTIONS, AND NAVY SUPPLIERS. APPROXIMATELY 97% OF BFA'S EXPENSES FOR THE YEAR ENDED SEPTEMBER 30, 2024 WERE PROGRAM RELATED.

    Expenses $440,172,250 · Grants $128,480 · Revenue $480,215,952

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

Listed in Part VII

  • KILEY WREN

    CO-CEO

    Total calculated
    $514,304
    From this org
    $474,623
    From related orgs
    $0
    Other
    $39,681
    Hours/week
    40 + 0.25 related

    Schedule J breakdown matched by us

    Base
    $418,217
    Bonus
    $56,406
    Other
    $0
    Deferred
    $19,800
    Nontaxable benefits
    $19,881
    Filer's total
    $514,304

  • RANDALL GORHAM

    CO-CEO

    Total calculated
    $493,401
    From this org
    $473,520
    From related orgs
    $0
    Other
    $19,881
    Hours/week
    40 + 0.25 related

    Schedule J breakdown matched by us

    Base
    $417,114
    Bonus
    $56,406
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $19,881
    Filer's total
    $493,401

  • LEWIS O'HERN

    CHF. OF STAFF (TERM 03/24)/SECRETARY

    Total calculated
    $210,338
    From this org
    $198,963
    From related orgs
    $0
    Other
    $11,375
    Hours/week
    40 + 0.25 related

    Schedule J breakdown matched by us

    Base
    $175,000
    Bonus
    $23,963
    Other
    $0
    Deferred
    $11,312
    Nontaxable benefits
    $63
    Filer's total
    $210,338

  • EDWARD MORRIS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 0.25 related

  • ANDREW HINTON

    CFO (THRU 06/24)/VP OF ACCOUNTING

    Total calculated
    $218,243
    From this org
    $204,027
    From related orgs
    $0
    Other
    $14,216
    Hours/week
    40 + 0.25 related

    Schedule J breakdown matched by us

    Base
    $182,965
    Bonus
    $21,062
    Other
    $0
    Deferred
    $6,607
    Nontaxable benefits
    $7,609
    Filer's total
    $218,243

  • CLETUS GLASENER

    CHIEF FINANCIAL OFFICER (AS OF 6/24)

    Total calculated
    $0
    Hours/week
    40 + 0.25 related

  • MATTHEW L PROCHASKA

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $370,257
    From this org
    $345,968
    From related orgs
    $0
    Other
    $24,289
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $309,406
    Bonus
    $36,562
    Other
    $0
    Deferred
    $15,375
    Nontaxable benefits
    $8,914
    Filer's total
    $370,257

  • WILLIAM R STOCKTON

    CHIEF ADMINISTRATION OFFICER

    Total calculated
    $353,085
    From this org
    $340,834
    From related orgs
    $0
    Other
    $12,251
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $305,209
    Bonus
    $35,625
    Other
    $0
    Deferred
    $12,188
    Nontaxable benefits
    $63
    Filer's total
    $353,085

  • ARNOLD KRAVITZ

    CHIEF TECHNOLOGY OFFICER

    Total calculated
    $352,347
    From this org
    $332,448
    From related orgs
    $0
    Other
    $19,899
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $297,917
    Bonus
    $34,531
    Other
    $0
    Deferred
    $19,800
    Nontaxable benefits
    $99
    Filer's total
    $352,347

  • LINDY M BEASLEY

    VP, CONTRACTS & COMPLIANCE

    Total calculated
    $270,019
    From this org
    $236,605
    From related orgs
    $0
    Other
    $33,414
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $208,142
    Bonus
    $28,463
    Other
    $0
    Deferred
    $13,533
    Nontaxable benefits
    $19,881
    Filer's total
    $270,019

  • RICHARD S TERRY

    VP, CORPORATE OPERATIONS

    Total calculated
    $261,829
    From this org
    $229,067
    From related orgs
    $0
    Other
    $32,762
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $203,056
    Bonus
    $26,011
    Other
    $0
    Deferred
    $13,636
    Nontaxable benefits
    $19,126
    Filer's total
    $261,829

  • JENNIFER MINDOCK

    VP, SYSTEMS ARCHITECTURE & STRATEGY

    Total calculated
    $249,821
    From this org
    $225,402
    From related orgs
    $0
    Other
    $24,419
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,513
    Bonus
    $19,889
    Other
    $0
    Deferred
    $13,443
    Nontaxable benefits
    $10,976
    Filer's total
    $249,821

  • JUSTIN R BUSSE

    PROGRAM MANAGER

    Total calculated
    $243,507
    From this org
    $217,451
    From related orgs
    $0
    Other
    $26,056
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,800
    Bonus
    $20,574
    Other
    $28,077
    Deferred
    $7,184
    Nontaxable benefits
    $18,872
    Filer's total
    $243,507

  • CHRISTOPHER S HOLSHOUSER

    MANAGING DIRECTOR, TECHNOLOGY

    Total calculated
    $208,566
    From this org
    $187,983
    From related orgs
    $0
    Other
    $20,583
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,093
    Bonus
    $18,890
    Other
    $0
    Deferred
    $10,890
    Nontaxable benefits
    $9,693
    Filer's total
    $208,566

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
FIRST CLASS TRAVEL FIRST CLASS TRAVEL IS PROVIDED TO EXECUTIVES FOR LONG FLIGHTS OF EIGHT HOURS OR MORE. THIS EXPENSE IS NOT PART OF THE INDIVIDUAL'S TAXABLE INCOME PER CORPORATE POLICY. TRAVEL FOR COMPANIONS TRAVEL FOR COMPANIONS IS PROVIDED TO EXECUTIVES ON A CASE-BY-CASE BASIS AND IS REPORTED AS AN ELMOLUMENT TO THE INDIVIDUAL WHEN THE TRAVEL OCCURS. THERE WAS NO TRAVEL FOR COMPANIONS DURING THE CURRENT YEAR. GROSS-UP PAYMENTS THE ORGANIZATION GENERALLY PROVIDES GROSS-UP PAYMENTS FOR THE PURPOSES OF EMPLOYEE RELOCATION. THESE GROSS-UP PAYMENTS ARE HANDLED ON A CASE-BY-CASE BASIS. DURING THE CURRENT YEAR, THE FOLLOWING INDIVIDUALS RECEIVED A GROSS-UP PAYMENT FOR RELOCATION PURPOSES. JUSTIN R. BUSSE: $9,007
PART I, LINE 7
NONFIXED PAYMENTS THE ORGANIZATION HAS A DISCRETIONARY BONUS POLICY FOR ELIGIBLE FULL-TIME EMPLOYEES. THE BONUSES ARE BASED ON A PERCENTAGE OF THE INDIVIDUAL'S TOTAL EARNED WAGES DURING THE YEAR.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • BLUEFORGE HOLDINGS INC

    501(C)(2) · HOLDS TITLE AND LEASE · TX · controlled entity

    Directly controlled by BLUEFORGE ALLIANCE

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • BFDC INVESTOR BLOCKER CORP

    C · INVESTMENTS · DE · 100% owned · share of income -$1,358 · share of assets $8,002,642 · controlled entity

    Directly controlled by BLUEFORGE ALLIANCE

  • BFDC GP BLOCKER CORP

    C · INVESTMENTS · DE · 100% owned · share of income -$298 · share of assets $702 · controlled entity

    Directly controlled by BLUEFORGE ALLIANCE

  • BFA ALABAMA BLOCKER CORP

    C · INVESTMENTS · DE · 100% owned · controlled entity

    Directly controlled by BLUEFORGE ALLIANCE

Provenance

Return type
form_990
Tax year
2023
Filed
13 August 2025
IRS schema version
2023v6.0
Source object
202512269349301676

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