2023-05-11T12:53:57-05:00 2022-12-31 450250958 EIDE BAILLY LLP 2355 E CAMELBACK RD STE 900 PHOENIX AZ 850169065 990 2022-01-01 842298062 3RD DECADE INC 3RDD 5202024095 4729 E SUNRISE DR NO 331 TUCSON AZ 85718 JOE'MAR HOOPER EXECUTIVE DIRECTOR 5202024095 2023-05-11 1 JOEMAR HOOPER 999009999 0 BRENDA ANN BLUNT CPA P00075126 4803151040 2023-05-03 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROBERT SWIFT 4729 E SUNRISE DR NO 331 TUCSON AZ 85718 1476027 0 X WWW.3RDDECADE.ORG X 2019 DE WE PROVIDE BASIC FINANCIAL EDUCATION TO YOUNG PEOPLE IN NEED OF FINANCIAL MENTORSHIP. 5 5 8 79 0 0 974738 1002101 0 0 0 0 0 0 974738 1002101 187000 201000 0 0 444973 616538 0 0 99332 253732 267016 885705 1084554 89033 -82453 335356 253999 5950 7046 329406 246953 X CHANGING FINANCIAL FUTURES FOREVER STARTING NOW. 1 0 605660 201000 3RD DECADE STRIVES TO HELP PROGRAM PARTICIPANTS MAKE SIMPLE CHANGES TO THEIR BEHAVIOR, CREATE LONG-TERM FINANCIAL GOALS AND EQUIP THEM WITH THE KNOWLEDGE AND TOOLS NEEDED TO BE SUCCESSFUL IN SECURING THEIR FINANCIAL FUTURE. TODAY 3RD DECADE HAS A GROWING TEAM OF EMPLOYEES AND VOLUNTEERS (73) WHO SERVE OUR PARTICIPANTS. WE ONBOARD NEW PARTICIPANTS QUARTERLY FOR OUR TWO-PART PROGRAM. EDUCATION: ALL PARTICIPANTS MUST COMPLETE OUR FOUR EDUCATIONAL CLASSES (10-HOURS) EITHER LIVE OR ON-DEMAND, MENTORSHIP: TWO-YEAR RELATIONSHIP WITH A FINANCIAL MENTOR TO ESTABLISH AND MANAGE A PERSONAL FINANCIAL PLAN. (DESCRIPTION CONT'D ON SCH O)CHANGES IN 2022: 3RD DECADE CHANGED THE ROTH AWARD CONTRIBUTION. Q3 OF 2022 ALL PARTICIPANTS ARE ELIGIBLE FOR A $250 MATCHING ROTH CONTIBUTION UPON COMPLETION OF THE PROGRAM. THIS CHANGE WILL ALLOW 3RD DECADE TO SERVE MORE PARTICIPANTS ACROSS THE UNITED STATES. WORKING GOAL: TO HAVE OUR ETHINICITY DEMOGRAPHICS MIRROR THOSE OF THE UNITED STATES TO ENSURE ALL INDIVIDUALS HAVE EQUAL ACCESS TO FINANCIAL EDUCATION.IN 2022 3RD DECADE SERVED 80 DIFFERENT CITIES IN 32 STATESKEY IMPACTS 1,154 GRADUATES- COMPLETED THE CLASSROOM PORTION OF THE PROGRAM 710 ALUMS- GRADUATED THE FULL 2-YEAR MENTORING PROGRAM 61% FEMALE PARTICIPANTS; AVERAGE AGE 29 39% MALE PARTICIPANTS; AVERAGE AGE 29 AVERAGE NET WORTH CHANGE OVER 2 YEARS: $65,741.61 AVERAGE GROSS INCOME $42,835 18560 3RD DECADE OFFERS IN-PERSON AND VIRTUAL FINANCIAL EDUCATION WORKSHOPS FOR BUSINESSES, SCHOOLS, NON-PROFITS AND OTHER ORGANIZATIONS. IN 2022, 3RD DECADE PROVIDED EVERGREEN, DORRANCE AND CAPITAL DIRECTIONS VIRTUAL WORKSHOPS IN 2022.DORRANCE: 2022 THROUGH 2023 3RD DECADE WILL SERVE 60 DORRANCE SCHOLARS THROUGH 10 HOURS OF FINANCIAL EDUCATION AND MENTORSHIP OVER THE COURSE OF 2 YEARS.EVERGREEN EMPLOYEES WERE INVITED TO 3 FINANCIAL EDUCATION CLASSES WITH THE OPTION TO MEET WITH A FINANCIAL MENTOR.(DESCRIPTION CONT'D ON SCH O)CAPITAL DIRECTIONS: 3RD DECADE PROVDED CURRICULUM AND TRAINING IN THE FORM OF A WORKSHOP TO ALLOW A PRINICPLE AT THE FIRM TO TEACH FINANCIAL EDUCATION TO A SMALL GROUP OF COLLEGE ATHLETES. TOPICS INCLUDED BUDGETING, CREDIT, DEBT, SAVING AND INVESTMENTS. 624220 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 13 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X X X NICOLE DEL PERCIO 5202024095 4729 E SUNRISE DR NO 331 TUCSON AZ 85718 ROBERT SWIFT BOARD PRESIDENT 4.00 X X 0 0 0 JEFF LOCKE BOARD TREASURER 0.50 X X 0 0 0 MELISSA MISSY EDDY BOARD SECRETARY (THRU AUGUST) 0.20 X X 0 0 0 DESIREE CUNNIGNHAM DIRECTOR 0.20 X 0 0 0 KERRI LOPEZ-HOWELL DIRECTOR 0.20 X 0 0 0 ASHLEY ILARDO DIRECTOR (AS OF OCT) 0.20 X 0 0 0 SCOTT BENNETT EXECUTIVE DIRECTOR (THRU MARCH) 40.00 X 30993 0 4281 JOE'MAR HOOPER EXECUTIVE DIRECTOR (AS OF MARCH) 40.00 X 95676 0 16536 126669 0 20817 0 0 0 0 0 1002101 473926 1002101 473926 473926 0 0 1002101 0 0 0 X 201000 201000 149357 106699 31268 11390 184011 41983 110431 31597 10851 3631 5593 1627 135936 52212 64718 19006 136383 58093 60219 18071 585 585 5700 5700 121862 37362 76500 8000 9641 9641 1476 1476 89386 89386 4908 4908 1067 1067 3650 3650 8275 8275 MISCELLANEOUS 19107 16384 2723 MEALS 992 992 BANK FEE 342 342 LICENSING FEE 25 25 1084554 624220 361002 99332 239239 253999 96117 0 335356 253999 5950 7046 5950 7046 X 329406 14620 232333 329406 246953 335356 253999 -82453 0 X 0 0 0 X 334406 912505 974738 1002101 3223750 334406 912505 974738 1002101 3223750 2356619 867131 17 42 59 3223809 X SCHEDULE A, PART II, SECTIONS A & B 3RD DECADE WAS ORGANIZED ON JUNE 4, 2019 AND IS REPORTING PUBLIC SUPPORT FOR A SHORT YEAR IN 2019. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 ROTH IRA AWARDS 407 201000 PART I, LINE 2: AS STEWARDS OF THE FUNDS 3RD DECADE STAFF HAVE CREATED INTERNAL CONTROLS TO ENSURE ALL FUNDS ARE USED FOR THE APPROPRATE DESIGNATION. AS ROTH AWARDS ARE BEING DEPOSITED THEY ARE MONITORED TO ENSURE THEY ARE BEING DEPOSITED INTO THE APPROPRIATE ACCOUNTS. JOE'MAR HOOPER, THE EXECUTIVE DIRECTOR, PROVIDES UPDATES TO 3RD DECADE FUNDERS ON A REGULAR BASIS. -WORKING WITH GRANTORS TO DEVELOP PERFORMANCE MEASURES -MANAGING PERFORMANCE -MONITORING THE FINANCIAL STATUS OF GRANTS -ENSURING RESULTS THROUGH PERFORMANCE MONITORING -USING AUDITS TO PROVIDE VALUABLE INFORMATION TO GRANTORS -ASSESSING AND USING RESULTS -PROVIDING EVIDENCE OF PROGRAM SUCCESS X 6 473925 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS DURING THE YEAR FORM 990, PART III, LINE 2 3RD DECADE HAS EXPANDED OUR SERVICES TO PARTNER WITH BUSINESSES AND ORGANIZATIONS TO PROVIDE WORKSHOPS ON FINANCIAL LITERACY AND/OR MENTORSHIP FOR THEIR EMPLOYEES. (COMMUNITY IMPACT PROGRAM) OUR INITIAL EFFORTS IN 2022 WERE UNDERWRITTEN BY DONORS. AS THE PROGRAM DEVELOPS, WE EXPECT TO BEGIN CHARGING A FEE. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS ROBERT SWIFT, AND MELISSA EDDY HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B EXECUTIVE DIRECTOR JOE'MAR HOOPER WILL REVIEW THE 990 WITH THE BOARD OF DIRECTORS AND ANSWER ANY QUESTIONS THAT MAY ARISE BEFORE FINAL AUTHORIZATION TO FILE. FORM 990, PART VI, SECTION B, LINE 12C ALL 3RD DECADE BOARD OF DIRECTOR MEMBERS ARE COVERED BY THE CONFLICT OF INTEREST POLICY. ALL BOARD MEMBERS SIGNED AND AGREED TO THE CONFLICT OF INTEREST POLICY BEFORE BEING ACCEPTED. EVERY MEMBER HAS A DUTY TO DISCLOSE ANY CONFLICTS. AFTER THE INTERESTED PERSON DISCLOSES THEIR POTENTIAL CONFLICT TO THE BOARD, THEY MUST LEAVE THE ROOM WHILE THE REMAINING DISINTERESTED BOARD MEMBERS REVIEW AND VOTE ON THE POTENTIAL CONFLICT. IF IT IS DETERMINED THAT THERE IS A CONFLICT, THE REMAINING DISINTERESTED BOARD MEMBERS WILL VOTE TO DETERMINE WHETHER THE POTENTIAL AGREEMENT OR TRANSACTION IS IN THE BEST INTEREST OF THE 3RD DECADE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HIRED A NEW EXECUTIVE DIRECTOR IN 2022. HIS INITIAL COMPENSATION PACKAGE WAS BASED ON HIS EXPERIENCE AND USING ASU LODESTAR DATA FOR COMPARABLE ORGANIZATIONS OF OUR SIZE. HIS COMPENSATION WAS REVIEWED, WITH INPUT FROM THE BOARD AND STAFF, AT THE 120 DAY MARK AND ADJUSTED BASED ON ACTUAL PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST BY THE GENERAL PUBLIC. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 6,125. MANAGEMENT AND GENERAL EXPENSES 76,500. FUNDRAISING EXPENSES 8,000. TOTAL EXPENSES 90,625. PAYROLL PROCESSING SERVICES: PROGRAM SERVICE EXPENSES 4,399. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,399. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 26,838. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,838.