2025-11-17T08:54:58-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2024-01-01 844667327 TD JAKES FOUNDATION TDJA 2148786763 3303 POTTERS HOUSE WAY 250 DALLAS TX 75236 BRENT WILSON CFO 2148786763 2025-11-14 1 1 TINA HENTON P00630282 4078021200 2025-11-14 2024 2025-03-06 01:10:19Z X KELLEY CORNISH 3303 POTTERS HOUSE WAY 250 DALLAS TX 75236 18277783 0 X WWW.TDJFOUNDATION.ORG X 2020 TX TO CREATE SUSTAINABLE WORKFORCE DEVELOPMENT AND COMMUNITY BUILDING SERVICES ESSENTIAL TO BUILDING BRIDGES TO OPPORTUNITIES IN THE U.S. AND AROUND THE WORLD. 5 5 37 150 0 0 7044242 18171219 0 0 1435 53732 0 -10523 7045677 18214428 1039500 8353396 0 0 1097542 3994503 0 0 1442672 3006939 2973592 5143981 15321491 1901696 2892937 4042300 4233931 1856279 654973 2186021 3578958 X THE PRIMARY MISSION OF THE FOUNDATION IS TO CONNECT UNDERREPRESENTED AND UNDERSERVED COMMUNITIES TO LIFE CHANGING OPPORTUNITIES. 1 1 7820551 8200000 PATHWAY TO OPPORTUNITY SERVES AS THE UMBRELLA FOR THE T.D. JAKES FOUNDATION'S INITIATIVES AIMED AT EMPOWERING INDIVIDUALS AND COMMUNITIES THROUGH EQUITABLE ACCESS TO EDUCATION, WORKFORCE DEVELOPMENT, AND ECONOMIC OPPORTUNITY. THIS PROGRAM INVESTS IN HIGH-QUALITY EDUCATION AND JOB TRAINING DESIGNED TO PREPARE PEOPLE FOR THE FUTURE ECONOMY, WHILE ALSO CULTIVATING A RESILIENT AND SKILLED WORKFORCE. WE CHAMPION INNOVATIVE SOLUTIONS THAT PROMOTE ECONOMIC MOBILITY AND WEALTH-BUILDING SUCH AS AFFORDABLE HOUSING, FINANCIAL LITERACY, ENTREPRENEURSHIP, AND THE STRENGTHENING OF LOCAL COMMUNITY ASSETS. PATHWAY TO OPPORTUNITY ALSO SUPPORTS COLLABORATIVE, CROSS-SECTOR STRATEGIES TO IMPROVE COMMUNITY HEALTH, INCLUDING EXPANDED ACCESS TO HEALTHCARE, THE CREATION OF SUSTAINABLE LIVING ENVIRONMENTS, AND THE DEVELOPMENT OF STRONG, SUPPORTIVE SOCIAL NETWORKS. 2079168 THE INTERNATIONAL LEADERSHIP SUMMIT (ILS) IS A TRANSFORMATIVE CONFERENCE DESIGNED FOR VISIONARIES, ENTREPRENEURS, INTRAPRENEURS, AND LEADERS FROM AROUND THE GLOBE. LED BY CHAIRMAN JAKES, THE VISIONARY FOUNDER, THIS HIGHLY ANTICIPATED EVENT FEATURES A LINEUP OF DISTINGUISHED INDUSTRY LEADERS DEDICATED TO EMPOWERING ATTENDEES. PARTICIPANTS WILL CULTIVATE A RELENTLESS DRIVE FOR INTELLECTUAL CURIOSITY-AN ESSENTIAL TRAIT FOR EFFECTIVE LEADERSHIP. AT ILS, INDIVIDUALS FROM DIVERSE BACKGROUNDS COME TOGETHER TO EXPLORE STRATEGIES AND INSIGHTS THAT ENHANCE THEIR EFFECTIVENESS IN THEIR RESPECTIVE FIELDS, FOSTERING GROWTH AND INNOVATION IN LEADERSHIP. 834070 70750 DISTINCTIVELY HER'S MISSION IS TO EDUCATE, EMPOWER AND EXPAND A COMMUNITY CENTERED ON THE NEEDS OF WOMEN AND GIRLS. WE STRIVE TO AID IN THE DEVELOPMENT OF SELF BY CREATING EXPERIENCES, PRODUCING QUALITY PROGRAMMING AND PROVIDING RESOURCES FOR ALL WHO ENCOUNTER OUR ORGANIZATION. 749580 THE STEAM PROGRAM IS AN EDUCATIONAL APPROACH THAT INTEGRATES SCIENCE, TECHNOLOGY, ENGINEERING, ARTS, AND MATHEMATICS TO ENHANCE STUDENT LEARNING. BY USING THESE DISCIPLINES AS ACCESS POINTS, THE PROGRAM ENCOURAGES INQUIRY, DIALOGUE, AND CRITICAL THINKING AMONG STUDENTS. THIS INTERDISCIPLINARY FRAMEWORK FOSTERS CREATIVITY AND INNOVATION, EQUIPPING LEARNERS WITH THE SKILLS NEEDED TO TACKLE REAL-WORLD CHALLENGES AND ENGAGE IN MEANINGFUL PROBLEM-SOLVING. THROUGH HANDS-ON EXPERIENCES AND COLLABORATIVE PROJECTS, THE STEAM PROGRAM INSPIRES STUDENTS TO EXPLORE AND CONNECT THESE FIELDS IN IMPACTFUL WAYS. 338678 82646 TORI'S MISSION IS TO GUIDE AND EMPOWER RETURNING CITIZENS TO MAXIMIZE POTENTIAL, INCREASING THEIR OPPORTUNITIES FOR SUCCESSFUL INTEGRATION INTO A SOCIETY AND TOBECOME PRODUCTIVE CITIZENS OF THEIR COMMUNITIES. 1088258 82646 11822047 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 46 0 1 37 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X BRENT WILSON 2148838568 3303 POTTERS HOUSE WAY DALLAS TX 75236 TD JAKES CHAIRMAN 1.00 X X 0 0 0 JEFF RICH TREASURER 1.00 X X 0 0 0 JIM ANDERSON DIRECTOR 1.00 X 0 0 0 JOHN DRISCOLL DIRECTOR 1.00 X 0 0 0 JANICE BRYANT HOWROYD DIRECTOR 1.00 X 0 0 0 KELLEY CORNISH PRESIDENT & CEO 40.00 X 364359 0 41760 BRENT WILSON CHIEF FINANCIAL OFFICER 40.00 X 229840 0 15795 MARC ALEXANDER CHIEF STRATEGY OFFICER 40.00 X 192724 0 0 MARCEDES FULLER DEPUTY ASSISTANT TO PRESIDENT 40.00 X 169178 0 8119 ARNETTA HARRIS SENIOR COMMUNITY ENGAGEMENT OFFICER 40.00 X 116025 0 20733 TOZYEA REED VP OF PROGRAMMING AND OUTCOMES 40.00 X 109412 0 25980 ERICA ROSS DIRECTOR OF DEVELOPMENT 40.00 X 110169 0 3257 1291707 0 115644 7 0 1 0 LINDAUER 131 DARTMOUTH STREET BOSTON MA 02116 HUMAN RESOURCE CONSULTING. 109154 1 66452 18104767 18171219 53732 53732 26095 66452 63355 -37260 -37260 MISC. INCOME 900099 26737 26737 26737 18214428 0 0 43209 8268250 8268250 85146 85146 838624 383587 351129 103908 2614559 1243569 637591 733399 23378 13684 1635 8059 248082 119577 64678 63827 269860 127547 76440 65873 4140 4140 200669 200669 1004470 436207 396571 171692 132777 84568 16157 32052 202547 111994 29778 60775 219450 79035 85122 55293 45317 13415 22359 9543 402482 181632 130253 90597 9273 2782 4636 1855 EVENT EXPENSES 665444 617287 21528 26629 MISCELLANEOUS EXPENSES 63391 45344 3419 14628 BANK CHARGES 21632 6423 10667 4542 PROGRAM EXPENSE 2000 2000 15321491 11822047 2056772 1442672 716467 3904120 26168 27300 3250000 0 49665 48976 262808 9273 0 253535 4042300 4233931 1856279 654973 1856279 654973 X 2186021 1778958 1800000 2186021 3578958 4042300 4233931 2892937 -1500000 0 X 0 0 0 X 2169649 1257358 1977127 7044242 18171219 30619595 5520 2760 8280 2175169 1260118 1977127 7044242 18171219 30627875 5721576 24906299 99 215 519 1435 53732 56000 26737 26737 30710612 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2024 AMOUNT: $ 26,737. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 262808 9273 253535 253535 LILIES ON THE GREEN 92547 66452 26095 20220 8100 5000 30035 92547 66452 26095 20220 8100 5000 30035 63355 -37260 1 MOREHOUSE COLLEGE 830 WESTVIEW DRIVE ATLANTA GA 30314 580566205 501(C)(3) 1500000 0 FMV PROVIDE FUNDING FOR MENTAL HEALTH PROGRAM. WILEY UNIVERSITY 711 WILEY AVENUE MARSHALL TX 75670 750818183 501(C)(3) 1500000 0 PROVIDE ASSISTANCE FOR HOUSING DEVELOPMENT FOR STUDENTS. PAUL QUINN UNIVERSITY 3837 SIMPSON STUART ROAD DALLAS TX 75241 741238438 501(C)(3) 1500000 0 PROVIDE ASSISTANCE FOR HOUSING DEVELOPMENT FOR STUDENTS. BONTON FARMS 2612 VALENTINE STREET DALLAS TX 75215 813243887 501(C)(3) 500000 0 PROVIDE ASSISTANCE IN THE EXPANSION OF THE GROCERY CONNECT PROGRAM. POWER 52 FOUNDATION 8775 CLOUDLEAP CT COLUMBIA MD 21045 475176575 501(C)(3) 500000 0 PROVIDE ASSISTANCE FOR WORK OPPORTUNITIES THROUGH SOLAR POWER INITIATIVES. LIGHTSHIP FOUNDATION 2900 READING ROAD CINCINNATI OH 45206 820863876 501(C)(3) 500000 0 TO PROVIDE ASSISTANCE FOR ENTREPRENEUR PLATFORM. JOINT CENTER FOR POLITICAL AND ECONOMIC STUDIES 633 PENNSYLVANIA AVENUE WASHINGTON DC 20004 521069070 501(C)(3) 500000 0 PROVIDE SUPPORT FOR RESEARCH ON WEALTH DISPARITIES. KINGDOM GLOBAL COMMUNITY DEVELOPMENT CORPORATION 12101 TECH ROAD SILVER SPRING MD 20904 851355513 501(C)(3) 500000 0 SUPPORT DEVELOPMENT OF FINANCIAL LITERACY CENTER AND WORKFORCE DEVELOPMENT. OPERATION HOPE 191 PEACHTREE STREET SUITE 3840 ATLANTA GA 30303 954378084 501(C)(3) 450000 0 SUPPORT FOR DEVELOPING AN APP FOR FINANCIAL COACHING AND FINANCIAL LITERACY. THE MILKEN INSTITUTE 1250 4TH STREET SANTA MONICA CA 90401 954240775 501(C)(3) 250000 0 TO SUPPORT COACHING FOR WORKFORCE READINESS. 10 ACADEMIC SCHOLARSHIPS 28 70750 PART I, LINE 2: THE ORGANIZATION DETERMINES WHETHER AN ORGANIZATION OR INDIVIDUAL QUALIFIES FOR A GRANT THROUGH AN APPLICATION PROCESS THAT DOESN'T DISCRIMINATE. X X 0 1 X X X 0 0 0 0 0 0 0 1 0 KELLEY CORNISH PRESIDENT & CEO 364359 0 0 0 0 0 11692 0 30068 0 406119 0 0 0 BRENT WILSON CHIEF FINANCIAL OFFICER 204840 0 25000 0 0 0 8692 0 7103 0 245635 0 0 0 MARC ALEXANDER CHIEF STRATEGY OFFICER 177674 0 15050 0 0 0 0 0 0 0 192724 0 0 0 MARCEDES FULLER DEPUTY ASSISTANT TO PRESIDENT 156228 0 12950 0 0 0 0 0 8119 0 177297 0 0 0 PART I, LINE 1A TD JAKES FOUNDATION WAS FOUNDED BY A WELL-KNOWN PUBLIC FIGURE WHO REGULARLY RECEIVES THREATENING MESSAGES, MAIL, AND EMAILS. THE CEO OF THE FOUNDATION SPEAKS IN FRONT OF LARGE GROUPS AND ALSO REPRESENTS THE FOUNDATION AT PUBLIC EVENTS. THE FOUNDATION PROVIDES SERVICES SUCH AS GUARDS AND DRIVERS FOR SECURITY REASONS. ALL OF THESE SERVICES ARE ONLY PROVIDED ON BUSINESS TRIPS OR FUNCTIONS. THE FOUNDATION DOES NOT PROVIDE THESE SERVICES FOR PERSONAL TRAVEL OR EVENTS. PART I, LINE 1B THE FOUNDATION DOES NOT HAVE A WRITTEN POLICY; HOWEVER, THE BOARD OF DIRECTORS IS AWARE OF THE NEED FOR EXTRA SECURITY MEASURES. ALL EXPENSES ARE BUSINESS RELATED. NO PAYMENT, REIMBURSEMENT OR PROVISION OF EXPENSES WERE RELATED TO PERSONAL MATTERS. PART I, LINE 3 THE COMPENSATION OF ALL OFFICERS OF THE CORPORATION IS FIXED FROM TIME TO TIME BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS REVIEWS COMPENSATION DATA FROM COMPARABLE ORGANIZATIONS AND ASSESSES PERFORMANCE OF THE OFFICERS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. PART I, LINE 7 IN 2024, BONUSES AWARDED TO STAFF MEMBERS OF THE T.D. JAKES FOUNDATION WERE NOT CONTINGENT ON THE ORGANIZATION'S REVENUES OR NET EARNINGS. INSTEAD, BONUSES WERE DETERMINED BASED ON INDIVIDUAL PERFORMANCE OF JOB DUTIES AND PROGRAM ACHIEVEMENTS FORM 990, PART III, LINE 2 DISTINCTIVELY HER EDUCATES AND SUPPORTS WOMEN AND GIRLS THROUGH EXPERIENCES, QUALITY PROGRAMMING, AND RESOURCES THAT FOSTER PERSONAL GROWTH. TORI GUIDES RETURNING CITIZENS IN MAXIMIZING THEIR POTENTIAL AND SUCCESSFULLY REINTEGRATING INTO SOCIETY. FORM 990, PART III, LINE 3 THE PATHWAY TO OPPORTUNITY PROGRAM NOW INTEGRATES OUR CORE PILLARS: EDUCATIONAL ACCESS & WORKFORCE READINESS, FINANCIAL INCLUSION, AND COMMUNITY TRANSFORMATION & WELL-BEING. THROUGH THESE PILLARS, WE ARE DEDICATED TO EMPOWERING INDIVIDUALS AND DRIVING MEANINGFUL CHANGE WITHIN COMMUNITIES. FORM 990, PART VI, SECTION B, LINE 11B THE DETAILED REVIEW OF THE FORM 990 IS CONDUCTED BY THE ORGANIZATION'S EXTERNAL ACCOUNTANT AND MANAGEMENT FOLLOWING THE PREPARATION AND REVIEW OF THE RETURN BY THE ORGANIZATION'S PAID PREPARER. AN ELECTRONIC COPY OF THE FORM 990, AS OPEN FOR PUBLIC INSPECTION, IS DISTRIBUTED TO EACH BOARD MEMBER FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, ANY INTERESTED PERSON, WHICH INCLUDES ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST A. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. B. IN THE EVENT ALL MEMBERS OF THE GOVERNING BOARD OR COMMITTEE ARE INTERESTED PERSONS, THE GOVERNING BOARD OR COMMITTEE SHALL OBTAIN AND EXAMINE COMPARABLE DATA ON ALL PROPOSED TRANSACTIONS OR ARRANGEMENTS INVOLVING THE POSSIBLE CONFLICT OF INTEREST OR MAY EMPLOY THE ALTERNATIVE OPTION INCLUDED BELOW. C. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. D. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. E. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. ALTERNATIVE PROCEDURE FOR ADDRESSING THE CONFLICT OF INTEREST A. IN RECOGNITION THAT ALL, OR A SIGNIFICANT PORTION, OF THE ORGANIZATION'S GOVERNING BODY MAY BE COMPRISED OF INTERESTED PERSONS, THIS ALTERNATIVE PROCEDURE, AS SET FORTH BELOW, MAY BE USED IN THOSE CIRCUMSTANCES WHERE THE GOVERNING BOARD OR COMMITTEE ARE UNABLE TO OBTAIN COMPARABLE DATA OR BELIEVE ITS ABILITY TO ACT IN AN OBJECTIVE MANNER IS IMPACTED, OR MAY REASONABLY APPEAR TO BE IMPACTED, BY THE NUMBER OF INTERESTED PERSONS. B. IF THE MEMBERS OF THE GOVERNING BOARD OR COMMITTEE DETERMINE THAT ALL OF THEM ARE UNABLE, WITH RESPECT TO A PARTICULAR TRANSACTION OR ARRANGEMENT, TO ACT IN A DISINTERESTED AND OBJECTIVE MANNER, THE DIRECTORS OR THE GOVERNING BOARD OR COMMITTEE MAY APPOINT A COMMITTEE COMPRISED OF ADVISORS TO THE ORGANIZATION, INCLUDING THE ORGANIZATION'S ACCOUNTANTS, ATTORNEYS, OR OTHER INDIVIDUALS AS SELECTED BY THE DIRECTORS, TO REVIEW ANY PARTICULAR TRANSACTION OR ARRANGEMENT AND MAKE A RECOMMENDATION TO THE GOVERNING BODY OR COMMITTEE WITH RESPECT TO THE ADOPTION OF THE PARTICULAR TRANSACTION OR ARRANGEMENT. SUCH ADVICE IS NOT INTENDED TO RELIEVE THE GOVERNING BODY OR COMMITTEE FROM EXERCISING ITS GOVERNANCE OBLIGATIONS BUT RATHER IS INTENDED TO PROVIDE AN OBJECTIVE REVIEW TO ASSIST THE GOVERNING BODY OR COMMITTEE. VIOLATIONS OF THE CONFLICTS OF INTEREST POLICY A. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. B. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF ALL OFFICERS OF THE CORPORATION IS FIXED FROM TIME TO TIME BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS REVIEWS COMPENSATION DATA FROM COMPARABLE ORGANIZATIONS AND ASSESSES PERFORMANCE OF THE OFFICERS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.