2026-01-19T09:48:06-06:00 2025-03-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2024-04-01 237204514 Association of Chamber of Commerce Executives Foundation ASSO 7039980072 277 S Washington Street STE 210 Alexandria VA 22314 Sheree Anne Kelly President & CEO 7039980072 2026-01-15 1 1 Yong Zhang CPA P01249785 7038930300 2026-01-13 2024 2025-03-06 01:10:19Z Sheree Anne Kelly 277 S Washington Street STE 210 Alexandria VA 22314 1375630 0 X Https://secure.acce.org/pages/foundation/ X 1971 DC To establish committees or associations to develop and promote educational activities in connection with community growth and its associated problems. 14 12 0 14 0 0 2131181 1301445 54505 74081 149 104 0 0 2185835 1375630 4000 14929 0 0 540792 629345 0 0 0 1617506 692290 2162298 1336564 23537 39066 1193837 1535922 917703 1220473 276134 315449 X To establish committees or associations to develop and promote educational activities in connection with community growth and its associated problems. 0 0 1243259 14929 74081 See Schedule O 1243259 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 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 1 1 0 0 0 0 0 0 X 14 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 VA DC X Jacqueline O Cook 7039980072 277 S Washington Street STE 210 Alexandria VA 22314 Ian Fletcher Chair 1.00 1.00 X X 0 0 0 Bob Dubois Chair-Elect/Treasurer 1.00 X X 0 0 0 Donny Jones Director 1.00 X 0 0 0 Jason Rae Director 1.00 X 0 0 0 Cheryl Garrison Director 1.00 X 0 0 0 Guy Occhiogrosso Director 1.00 X 0 0 0 Roy Nascimento Director 1.00 X 0 0 0 Brad Lacy Director 1.00 X 0 0 0 Bob Thomas Director 1.00 X 0 0 0 Celia Richa Director 1.00 X 0 0 0 Lucia Cape Director 1.00 X 0 0 0 Sheree Anne Kelly Ex-Officio - President/CEO 1.00 38.00 X X 0 493819 19850 Alisha Benson Ex-Officio - ACCE Chair Elect 1.00 1.00 X 0 0 0 Amy Shields Executive Director 1.00 38.00 X 0 135235 9319 0 629054 29169 0 0 1 0 0 1301445 1301445 National Skills Coalit 900099 68181 68181 Webinars & Outreach 900099 5900 5900 74081 104 104 1375630 74081 0 104 X 14929 14929 552845 513812 39033 34761 32307 2454 41739 38792 2947 6358 5909 449 562394 522686 39708 7313 6795 518 10389 9656 733 87129 80977 6152 Licenses & Fees 12093 11239 854 Miscellaneous 6614 6157 457 1336564 1243259 93305 0 1147907 702414 34464 0 0 20050 11466 3062 0 810396 1193837 1535922 9888 28 753613 364693 154202 855752 917703 1220473 X 276134 315449 276134 315449 1193837 1535922 39066 249 0 X X 0 1 X 1 0 X X X 1 ACCE 521022025 10 1 0 0 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 Part IV, Section A, Line 3b: ACCE Foundation asks its 501c6 supported Organization, ACCE, to furnish a copy of its IRS determination letter and to complete annually a pro forma Schedule A, Part III, and keep the letter and support calculation in ACCE Foundation's file. Part IV, Section A, Line 3c: ACCE Foundation ensures, during the tax year, that its support given to ACCE was used solely for charitable purposes as defined under section 170(c)(2). No grants were disbursed in FY 2025. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 Due From ACCE 810396 810396 Due to ACCE 855752 855752 X Part X, Line 2: ACCEF is exempt from federal income taxes under the provisions of IRC Section 501(c)(3) and has been identified as an organization that is not a private foundation. Management has evaluated the Foundation's tax positions and has concluded that the Foundation has taken no uncertain tax positions that qualify for either recognition or disclosure in the accompanying consolidated financial statements. 1 ACCE Foundation Scholarships 18 14929 0 Part I, Line 2: ACCE Foundation monitors the grants to ensure that they are being effectively and efficiently used for their intended purpose. 0 0 0 0 0 0 0 0 0 Sheree Anne Kelly Ex-Officio - President/CEO 0 382759 0 110250 0 810 0 13812 0 6038 0 513669 0 0 Form 990, Schedule J, Part I, Line 3 Compensation is determined and paid by the Association of Chamber of Commerce Executives, a related organization. Form 990, Part III, Line 4a Lumina - the purpose of this project is to bring together chambers of Commerce, community colleges and community-based organizations that directly represent communities of color to develop and drive the growth of credentialing and degree programs in their regions with the ultimate goal of placing low-income workers, particularly bipoc workers, in well-paid jobs with opportunities for career advancement. This grant will support up to eight partnerships between local or regional Chambers of Commerce and community colleges to expand employment-aligned credential attainment for adults of color. Kresge - the purpose of this project is to mobilize collective action to connect urban higher education ecosystem community stakeholders to Improve postsecondary success and talent development aligned to regional business needs and to implement professional development throughout the network to elevate the value and potential for urban higher education ecosystems as an economic recovery tool in the wake of Covid-19. Ascendium - support ACCEF in working with up to 12 rural chambers of Commerce to learn how to bring local community partners together to provide rural learners and workers from low-income backgrounds with the training needed to access well-paying high-demand job. Form 990, Part VI, Section B, line 11b ACCE FND. uses the following process to review the form 990: 1. Upon completion by staff and audit preparation firm, our finance Committee will review the draft of the 990. 2. Once the finance Committee approves the draft 990, it will be sent to Executive Committee and they will approve prior to filing. Under these bylaws, the Executive Committee may approve any action on behalf of the Board. 3. Once Executive Committee reviews and approves, ACCE FND will post the 990 on our boardsite for the remaining Board to ACCE FND for at least one week. 4. An email is sent to the ACCE FND board members letting them know that the 990 will be available on the ACCE FND boardsite. Form 990, Part VI, Section B, line 12c Members of the Board of Directors, Officers, and Volunteers of the ACCE Foundation must act at all times in the best interests of ACCE Foundation. Members of the Board, Officers, and Volunteers shall disclose all potential and actual conflicts of interest to the Board of Directors and, as required, remove themselves from all discussion and voting on any related matter. Conflict of interest forms will be distributed and signed annually at the spring Board of Directors meeting. Form 990, Part VI, Section C, line 19 Financial statements, conflict of interest policy and governing documents are available upon request for the same period of disclosure as set forth in section 6104(d). Form 990, Part IX, line 11g SubContract : Program service expenses 388,853. Management and general expenses 29,541. Fundraising expenses 0. Total expenses 418,394. Subgrant: Program service expenses 88,293. Management and general expenses 6,707. Fundraising expenses 0. Total expenses 95,000. Consulting Fees: Program service expenses 33,923. Management and general expenses 2,577. Fundraising expenses 0. Total expenses 36,500. Speaker Fees: Program service expenses 11,617. Management and general expenses 883. Fundraising expenses 0. Total expenses 12,500. Form 990, Part XII, Line 2C The process for overseeing the audit of the financial statements and selection of an independent accountant that audited the financial statements has been consistent with prior years Association of Chamber of Commerce Executives Inc 277 S Washington Street Suite 210 Alexandria VA 22314 521022025 Serving Chamber of Commerce Executives DC 501(c)(6) N/A 0 Fringe Benefits Inc 277 S Washington Street Suite 210 Alexandria VA 22314 520895753 Market and admin group health/life insurance and group retirement programs VA Association of Chamber of Commerce Executives C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 Association of Chamber of Commerce Executives Inc P 54500 FMV