2025-08-15T15:49:54-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 676 WOODLAND SQUARE LOOP SE SUITE 309 LACEY WA 98503 990 2023-10-01 912140837 INSTITUTE FOR WORKFORCE DEVELOPMENT INST 3609431600 PO BOX 7933 OLYMPIA WA 985077933 KRIS JOHNSON SECRETARY-TREASURER 3609431600 2025-08-13 1 1 DAVID A COATES CPA P00004144 3607868080 2025-08-06 2023 2025-03-06 01:10:19Z INSTITUTE FOR WORKFORCE DEVELOPMENT & SUSTAINABILITY KRIS JOHNSON PO BOX 7933 OLYMPIA WA 985077933 1358753 0 X AWBINSTITUTE.ORG X 2001 WA PROVIDING THE BUSINESS COMMUNITY WITH THE TOOLS AND RESOURCES TO BUILD A STRONG WORKFORCE. 19 18 0 21 0 0 168705 1008583 430090 350170 1 0 0 0 598796 1358753 41050 45390 0 0 118526 145099 0 0 0 525141 501017 684717 691506 -85921 667247 502837 1202510 0 32426 502837 1170084 PROVIDING THE BUSINESS COMMUNITY WITH TOOLS AND RESOURCES TO BUILD A STRONG WORKFORCE. 0 0 533779 350170 THE INSTITUTE CONTINUED TO WORK WITH THE STATE'S 34 COMMUNITY AND TECHNICAL COLLEGES, ACTING AS A LIAISON BETWEEN THE COLLEGES AND THE STATE'S BUSINESS COMMUNITY. THE INSTITUTE CONDUCTED INTERVIEWS, SITE VISITS AND GROUP DISCUSSIONS WITH EDUCATORS AND BUSINESS EXECUTIVES IN ORDER TO MEET THE STATE'S NEED FOR HIGHLY TRAINED AND SKILLED WORKERS, INCLUDING FULFILLMENT OF TRAINING WORKERS IN THE MANUFACTURING CLUSTER. 45390 45390 COMMUNITY INVOLVEMENT AND STUDENT SCHOLARSHIPS TO HELP FURTHER THE ENTITY'S EXEMPT PURPOSE. 579169 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 6 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 19 18 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 WA X GREG WELCH 3608703444 1414 CHERRY ST SE OLYMPIA WA 98501 KRISTOFER JOHNSON SECRETARY-TREASURER 2.00 40.00 X X 0 670039 158564 TIM SCHAUER CHAIR 1.00 1.00 X X 0 0 0 ALISHA BENSON DIRECTOR 1.00 1.00 X 0 0 0 TIMOTHY HOWELL DIRECTOR 1.00 X 0 0 0 CLIF MCKENZIE DIRECTOR 1.00 X 0 0 0 FRAN ERSKINE DIRECTOR 1.00 1.00 X 0 0 0 TOM SWANSON DIRECTOR 1.00 X 0 0 0 JAN YOSHIWARA DIRECTOR 1.00 X 0 0 0 JESICA KISER DIRECTOR 1.00 X 0 0 0 JOHN MCDONAGH DIRECTOR 1.00 X 0 0 0 MIKE MARSH DIRECTOR 1.00 X 0 0 0 KRISTIN KEMAK DIRECTOR 1.00 X 0 0 0 LORI MATTSON DIRECTOR 1.00 X 0 0 0 MIKE SCHWENK DIRECTOR 1.00 1.00 X 0 0 0 PAULA LINNEN DIRECTOR 1.00 1.00 X 0 0 0 STEVE MULLIN DIRECTOR 1.00 X 0 0 0 STEVE WRIGHT DIRECTOR 1.00 X 0 0 0 CHRISTINE JOHNSON DIRECTOR 1.00 X 0 0 0 KEVIN PERSON DIRECTOR 1.00 1.00 X 0 0 0 0 670039 158564 0 0 1 0 CIVIC ALLIES CONSULTING 10744 MANITOU BEACH DR NE BAINBRIDGE ISLAND WA 98110 ASSISTANCE WITH GRANTS ADMINISTRATION 120000 1 117716 890867 1008583 GRANTS 900099 292002 292002 OTHER PROGRAM INCOME 900099 43168 43168 CONTRACTED SERVICES 900099 15000 15000 350170 1358753 350170 0 0 44290 44290 1100 1100 145099 145099 193017 193017 56137 56137 35352 35352 34087 34087 90143 90143 49383 49383 MISCELLANEOUS 25211 25211 TAXES & FEES 14796 14796 PRINTING AND REPRODUCTI 2891 2891 691506 579169 112337 0 501737 669210 1100 533300 126960 126960 0 0 502837 1202510 32426 0 32426 X 441578 502078 61259 668006 502837 1170084 502837 1202510 667247 0 X 0 1 X 0 0 X 479380 158762 504180 168705 1008583 2319610 479380 158762 504180 168705 1008583 2319610 837598 1482012 7 4 2 1 0 14 2319624 1670477 0.63890 0.37190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 126960 126960 0 0 X PART X, LINE 2: AWB INSTITUTE IS A NOT-FOR-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE IRC AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC, EXCEPT FOR INCOME, IF ANY, DERIVED FROM UNRELATED BUSINESS INCOME. AWB INSTITUTE HAS NO UNRELATED BUSINESS TAXES FOR THE YEARS ENDED SEPTEMBER 30, 2024 AND 2023. THE ASSOCIATION HAS ADOPTED THE PROVISIONS RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THESE PROVISIONS PROVIDE GUIDANCE FOR RECOGNIZING AND MEASURING UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS ARE RECOGNIZED AS PART OF INCOME TAX EXPENSE ON THE CONSOLIDATED STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS. THERE WERE NO UNCERTAIN TAX POSITIONS AND NO INTEREST OR PENALTIES RECOGNIZED AS OF, OR FOR THE YEARS ENDED SEPTEMBER 30, 2024 AND 2023. 0 WASHINGTON STATE UNIVERSITY 311 HULBERT HALL PULLMAN WA 99164 916001108 WASHINGTON STATE 10000 0 N/A N/A SCHOLARSHIPS 1 0 1 0 0 0 0 0 0 0 KRISTOFER JOHNSON SECRETARY-TREASURER 0 569895 0 100000 0 144 0 122102 0 36462 0 828603 0 0 PART I, LINE 4B DEFERRED COMPENSATION PLAN [SECTION 457(B)] - THE ORGANIZATION'S RELATED PARTY, ASSOCIATION OF WASHINGTON BUSINESS, HAS A NONQUALIFIED DEFERRED COMPENSATION PLAN FOR MEMBERS OF ITS EXECUTIVE MANAGEMENT. THE FOLLOWING EMPLOYEES PARTICIPATED IN THE PLAN DURING CALENDAR 2023. THERE WERE NO DISTRIBUTIONS DURING 2023. - KRISTOFER JOHNSON FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS REVIEWED BY MANAGEMENT AND COPIES ARE PROVIDED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD REVIEWS THE CONFLICT OF INTEREST POLICY ANNUALLY. THE INSTITUTE SHARES MANAGEMENT WITH ITS RELATED PARTY, ASSOCIATION OF WASHINGTON BUSINESS, AND RELIES ON ITS POLICIES AND PROCEDURES TO MONITOR FOR CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. ASSOCIATION OF WASHINGTON BUSINESS PO BOX 658 OLYMPIA WA 98507 910496803 ADVANCE INTEREST OF BUSINESS, TRADE AND COMMERCE WA 501(C)(6) N/A N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 ASSOCIATION OF WA BUSINESS C 117716 CASH ASSOCIATION OF WA BUSINESS P 96589 CASH