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Nonprofiteer
← WORKSOURCE MONTGOMERY INC

Form 990 for tax year 2023

Filed by WORKSOURCE MONTGOMERY INC.

Totals

Total revenue
$18,980,630
Total expenses
$18,824,815
Contributions and grants received
$18,854,017
Grants paid
$3,559,210
Program service revenue
$0
Investment income
$126,613
Other revenue
$0
Total assets, end of year
$11,484,117
Total liabilities, end of year
$8,648,357
Net assets or fund balances, end of year
$2,835,760
Program services expenses (Part IX)
$16,104,004
Management and general expenses
$2,645,213
Fundraising expenses
$75,598
Program service expenses (Part III)
$16,104,004

Program services were 85.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Anthony Featherstone

    Executive Director

    Total calculated
    $222,735
    From this org
    $176,078
    From related orgs
    $0
    Other
    $46,657
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,078
    Bonus
    $0
    Other
    $0
    Deferred
    $21,640
    Nontaxable benefits
    $25,017
    Filer's total
    $222,735
  • John Hattery

    Deputy Director, CES

    Total calculated
    $189,779
    From this org
    $175,721
    From related orgs
    $0
    Other
    $14,058
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,721
    Bonus
    $0
    Other
    $0
    Deferred
    $14,058
    Nontaxable benefits
    $0
    Filer's total
    $189,779
  • Nate' Gordon

    Deputy Director, Admin Ser

    Total calculated
    $148,706
    From this org
    $135,214
    From related orgs
    $0
    Other
    $13,492
    Hours/week
    40
  • Ernestine Chambers

    Sr. Director Strategic Operations

    Total calculated
    $152,783
    From this org
    $133,980
    From related orgs
    $0
    Other
    $18,803
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,980
    Bonus
    $0
    Other
    $0
    Deferred
    $4,115
    Nontaxable benefits
    $14,688
    Filer's total
    $152,783
  • Barleh Jessica Issoufou

    Deputy Director, Workforce Services

    Total calculated
    $155,229
    From this org
    $133,307
    From related orgs
    $0
    Other
    $21,922
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,307
    Bonus
    $0
    Other
    $0
    Deferred
    $4,115
    Nontaxable benefits
    $17,807
    Filer's total
    $155,229
  • Deborah Greco

    Director of People and Culture

    Total calculated
    $160,561
    From this org
    $126,396
    From related orgs
    $0
    Other
    $34,165
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $126,396
    Bonus
    $0
    Other
    $0
    Deferred
    $25,927
    Nontaxable benefits
    $8,238
    Filer's total
    $160,561
  • Stewart Edelstein

    Board Member

    Total calculated
    $0
    Hours/week
    0.5
  • Steve Boden

    Board Member

    Total calculated
    $0
    Hours/week
    0.5
  • Lynne Diggs

    Secretary

    Total calculated
    $0
    Hours/week
    0.5
  • Amelia Kalant

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.5
  • Andrew Borkoski

    Treasurer

    Total calculated
    $0
    Hours/week
    0.5
  • Gabriel Martinez Cabrera

    Chair (FY23-24)

    Total calculated
    $0
    Hours/week
    0.5
  • Daniel Marshall

    Board Member

    Total calculated
    $0
    Hours/week
    0.5
  • Harold Redden

    Board Member

    Total calculated
    $0
    Hours/week
    0.5
  • Jeff Schwartz

    Board Member

    Total calculated
    $0
    Hours/week
    0.5
  • Aubrey Watkins

    Board Member

    Total calculated
    $0
    Hours/week
    0.5
  • Kevin Armstrong

    Workforce Development Board

    Total calculated
    $0
    Hours/week
    0.5
  • Jewru Bandeh

    Workforce Development Board

    Total calculated
    $0
    Hours/week
    0.5
  • Dr James Bridgers

    Workforce Development Board

    Total calculated
    $0
    Hours/week
    0.5
  • Dr Sonya Bruton

    Workforce Development Board

    Total calculated
    $0
    Hours/week
    0.5
  • James Carmen

    Workforce Development Board

    Total calculated
    $0
    Hours/week
    0.5
  • Todd Cohen

    Workforce Development Board

    Total calculated
    $0
    Hours/week
    0.5
  • Stephanie Crane

    Workforce Development Board

    Total calculated
    $0
    Hours/week
    0.5
  • Mark Drury

    Workforce Development Board

    Total calculated
    $0
    Hours/week
    0.5
  • Barbara Ebel

    Workforce Development Board

    Total calculated
    $0
    Hours/week
    0.5
  • Wyatt Genser

    Workforce Development Board

    Total calculated
    $0
    Hours/week
    0.5
  • Scott Goldberg

    Workforce Development Board

    Total calculated
    $0
    Hours/week
    0.5
  • Chris Gordon

    Workforce Development Board

    Total calculated
    $0
    Hours/week
    0.5
  • Steve Greenfield

    Workforce Development Board

    Total calculated
    $0
    Hours/week
    0.5
  • Courtney Hill

    Workforce Development Board

    Total calculated
    $0
    Hours/week
    0.5
  • Yamil Henandez

    Workforce Development Board

    Total calculated
    $0
    Hours/week
    0.5
  • Shanta' Johnson

    Workforce Development Board

    Total calculated
    $0
    Hours/week
    0.5
  • Amelia Kalant

    Workforce Development Board

    Total calculated
    $0
    Hours/week
    0.5
  • Mary Lang

    Workforce Development Board

    Total calculated
    $0
    Hours/week
    0.5
  • Omar Lazo

    Workforce Development Board

    Total calculated
    $0
    Hours/week
    0.5
  • Nagender Madavaram

    Workforce Development Board

    Total calculated
    $0
    Hours/week
    0.5
  • Roxana Mejia

    Workforce Development Board

    Total calculated
    $0
    Hours/week
    0.5
  • Natalie Mitchell

    Workforce Development Board

    Total calculated
    $0
    Hours/week
    0.5
  • Yomi Ntewo

    Workforce Development Board

    Total calculated
    $0
    Hours/week
    0.5
  • Dr Peggy Pugh

    Workforce Development Board

    Total calculated
    $0
    Hours/week
    0.5
  • Conrad Samuels

    Workforce Development Board

    Total calculated
    $0
    Hours/week
    0.5
  • Grant Shmelzer

    Workforce Development Board

    Total calculated
    $0
    Hours/week
    0.5
  • Michelle Bell Smith

    Workforce Development Board

    Total calculated
    $0
    Hours/week
    0.5
  • Christa Tichy

    Workforce Development Board

    Total calculated
    $0
    Hours/week
    0.5
  • Bill Tompkins

    Workforce Development Board

    Total calculated
    $0
    Hours/week
    0.5
  • Diego Uriburu

    Workforce Development Board

    Total calculated
    $0
    Hours/week
    0.5

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

None.

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
5 May 2025
IRS schema version
2023v6.0
Source object
202531289349302978

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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