VP Of Finance: Appendix D

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nnualLine 28Conference9832.389832.38Line 29LearningEvents9669.324418.16Line 30Profit Share3955.483955.48AffinipayFeesBank Charges 766.80 30.00OfficeExpenditures189.86Taxes 8MonthlyLearning Profit ShareEvents9669.323955.48MEBA294.25Quckbooks Retreat‐20.24‐379.33Upstate GIG erhsipSocial1924.46MembershipSocial catering 1,000.00Line 31MEBA(schedule O)294.25Line 3223751.43294.25Page 11 of 27

Form990-EZShort FormReturn of Organization Exempt From Income TaxUnder section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)aDepartment of the TreasuryInternal Revenue ServiceDo not enter social security numbers on this form, as it may be made public.aGo to www.irs.gov/Form990EZ for instructions and the latest information.A For the 2019 calendar year, or tax year beginningC Name of organizationB Check if applicable:Address changeName changeFinal return/terminated January 1Amended return, 2019, and ending2019Open to PublicInspectionDecember 31, 20 19D Employer identification numberATD South Carolina MidlandsNumber and street (or P.O. box if mail is not delivered to street address)Initial returnOMB No. 1545-004723-7266025Room/suitePO Box 512E Telephone number(803) 530-7643F Group ExemptionNumber aCity or town, state or province, country, and ZIP or foreign postal codeApplication pendingColumbia, SC 29202 CashAccrual Other (specify) aG Accounting Method:H Check a if the organization is notaI Website:required to attach Schedule Bhttps://atdmidlands.org(Form 990, 990-EZ, or 990-PF).J Tax-exempt status (check only one) — 501(c)(3)501(c) () (insert no.)4947(a)(1) or527 CorporationK Form of organization:TrustAssociationOtherL Add lines 5b, 6c, and 7b to line 9 to determine gross receipts. If gross receipts are 200,000 or more, or if total assets(Part II, column (B)) are 500,000 or more, file Form 990 instead of Form 990-EZ . . . . . . . . . . . . a Part IRevenue, Expenses, and Changes in Net Assets or Fund Balances (see the instructions for Part I)Check if the organization used Schedule O to respond to any question in this Part I . . . . . . . . . .Net AssetsExpensesRevenue12345abc6aContributions, gifts, grants, and similar amounts received . . . . . . . . . . . . .1Program service revenue including government fees and contracts. . . . . . . . .2Membership dues and assessments . . . . . . . . . . . . . . . . . . . .34Investment income . . . . . . . . . . . . . . . . . . . . . . . . .Gross amount from sale of assets other than inventory. . . .5aLess: cost or other basis and sales expenses . . . . . . . .5b5cGain or (loss) from sale of assets other than inventory (subtract line 5b from line 5a) . . . .Gaming and fundraising events:Gross income from gaming (attach Schedule G if greater than 15,000) . . . . . . . . . . . . . . . . . . . .6a0b Gross income from fundraising events (not including 0 of contributionsfrom fundraising events reported on line 1) (attach Schedule G if thesum of such gross income and contributions exceeds 15,000) . .6b138c Less: direct expenses from gaming and fundraising events . . .6cd Net income or (loss) from gaming and fundraising events (add lines 6a and 6b and subtractline 6c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6d7a Gross sales of inventory, less returns and allowances . . . . .7a0b Less: cost of goods sold. . . . . . . . . . . . . .7b0c Gross profit or (loss) from sales of inventory (subtract line 7b from line 7a) . . . . . . .7c8Other revenue (describe in Schedule O) . . . . . . . . . . . . . . . . . . .89Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8 . . . . . . . . . . . . . a910Grants and similar amounts paid (list in Schedule O) . . . . . . . . . . . . . .1011Benefits paid to or for members . . . . . . . . . . . . . . . . . . . . .1112Salaries, other compensation, and employee benefits . . . . . . . . . . . . . .1213Professional fees and other payments to independent contractors . . . . . . . . . .1314Occupancy, rent, utilities, and maintenance . . . . . . . . . . . . . . . . .1415Printing, publications, postage, and shipping . . . . . . . . . . . . . . . . .1516Other expenses (describe in Schedule O) . . . . . . . . . . . . . . . . . .1617Total expenses. Add lines 10 through 16 . . . . . . . . . . . . . . . . . a1718Excess or (deficit) for the year (subtract line 17 from line 9) . . . . . . . . . . . .1819Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree withend-of-year figure reported on prior year’s return) . . . . . . . . . . . . . . .1920Other changes in net assets or fund balances (explain in Schedule O) . . . . . . . . .2021Net assets or fund balances at end of year. Combine lines 18 through 20 . . . . . . a21For Paperwork Reduction Act Notice, see the separate instructions.Cat. No. 10642I 54742,812048,360Form990-EZPage 12 of 27(2019)

Form 990-EZ (2019)Part IIPage2Balance Sheets (see the instructions for Part II)Check if the organization used Schedule O to respond to any question in this Part II . . . . . . . . . .(A) Beginning of year222324252627Cash, savings, and investments . . . . . . . . . . . . . . .Land and buildings . . . . . . . . . . . . . . . . . . . .Other assets (describe in Schedule O) . . . . . . . . . . . . .Total assets . . . . . . . . . . . . . . . . . . . . . .Total liabilities (describe in Schedule O) . . . . . . . . . . . .Net assets or fund balances (line 27 of column (B) must agree with line 21)Part III.Statement of Program Service Accomplishments (see the instructions for Part III)Check if the organization used Schedule O to respond to any question in this Part IIIWhat is the organization’s primary exempt purpose?(B) End of year42,812 220 2348,36000 2442,812 250 26048,360042,812 2748,360. . EducationalDescribe the organization’s program service accomplishments for each of its three largest program services,as measured by expenses. In a clear and concise manner, describe the services provided, the number ofpersons benefited, and other relevant information for each program title.28 ATD Midlands Annual ConferenceExpenses(Required for section501(c)(3) and 501(c)(4)organizations; optional forothers.)This one-day conference empowers attendees to share ideas, network and learn about the latest trends andresources in the talent development industry. The conference had 117 attendees.(Grants ) If this amount includes foreign grants, check here .a28a9,83229a9,66929 Chapter Learning EventsTen learning events were held in 2019 featuring various speakers presenting on topics to engage and educatemembers and guests.(Grants ) If this amount includes foreign grants, check here .a30 Gamification Certification SeminarThe Sententia Gamification Certification is a complete immersion experience designed to improve learning anddevelopment results through gamification. The seminar had 27 attendees.(Grants ) If this amount includes foreign grants, check here . . . . a30a3,95531 Other program services (describe in Schedule O) . . . . . . . . . . . . . . . . . .(Grants ) If this amount includes foreign grants, check here . . . . a31a294a32 Total program service expenses (add lines 28a through 31a) . . . . . . . . . . . . .3223,751Part IVList of Officers, Directors, Trustees, and Key Employees (list each one even if not compensated—see the instructions for Part IV)Check if the organization used Schedule O to respond to any question in this Part IV(a) Name and titleJessica CabreraPresident(b) Averagehours per weekdevoted to position4. . . . . . . . .(c) Reportable(d) Health benefits,compensationcontributions to employee (e) Estimated amount ofother compensation(Forms W-2/1099-MISC)benefit plans, and(if not paid, enter -0-) deferred compensation00000000020006000000000000Lisa StuchellPresident-ElectRandy OdomPast PresidentSara WarrenVP of AdministrationAnn Bryson-EldridgeVP of FinanceChandelle AndersonVP of MarketingJada AddisonVP of ProgramsLisa StuchellVP of MembershipDerrick FicklingVP of Partnerships000Angela WatkinsVP of TechnologyBrock Vaughn000VP - Upstate GIG000Page 13 of 27Form990-EZ(2019)

Form 990-EZ (2019)Part VPage3Other Information (Note the Schedule A and personal benefit contract statement requirements in theinstructions for Part V.) Check if the organization used Schedule O to respond to any question in this Part V.Yes No33Did the organization engage in any significant activity not previously reported to the IRS? If “Yes,” provide adetailed description of each activity in Schedule O . . . . . . . . . . . . . . . . . . .34Were any significant changes made to the organizing or governing documents? If “Yes,” attach a conformedcopy of the amended documents if they reflect a change to the organization’s name. Otherwise, explain thechange on Schedule O. See instructions. . . . . . . . . . . . . . . . . . . . . .Did the organization have unrelated business gross income of 1,000 or more during the year from businessactivities (such as those reported on lines 2, 6a, and 7a, among others)? . . . . . . . . . . . .35ab If “Yes” to line 35a, has the organization filed a Form 990-T for the year? If “No,” provide an explanation in Schedule Oc Was the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization subject to section 6033(e) notice,reporting, and proxy tax requirements during the year? If “Yes,” complete Schedule C, Part III . . . . .36Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assetsduring the year? If “Yes,” complete applicable parts of Schedule N. . . . . . . . . . . . .33 34 35a35b 35c36 37a Enter amount of political expenditures, direct or indirect, as described in the instructions a37a0 b Did the organization file Form 1120-POL for this year? . . . . . . . . . . . . . . . . . .37b38a Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee; or wereany such loans made in a prior year and still outstanding at the end of the tax year covered by this return? . 38ab If “Yes,” complete Schedule L, Part II, and enter the total amount involved . . . .38b39Section 501(c)(7) organizations. Enter:a Initiation fees and capital contributions included on line 9 . . . . . . . . . .39ab Gross receipts, included on line 9, for public use of club facilities . . . . . . .39b40a Section 501(c)(3) organizations. Enter amount of tax imposed on the organization during the year under:section 4911 a; section 4912 a; section 4955 ab Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in any section 4958excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior yearthat has not been reported on any of its prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I40bc Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Enter amount of tax imposedon organization managers or disqualified persons during the year under sections 4912,4955, and 4958 . . . . . . . . . . . . . . . . . . . . . . . ad Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Enter amount of tax on line40c reimbursed by the organization . . . . . . . . . . . . . . . . ae All organizations. At any time during the tax year, was the organization a party to a prohibited tax sheltertransaction? If “Yes,”

Line 2 Form 990-EZ, Part I, Lines 2 and 6b Line 3 N/A (Zero Reported) Line 4 N/A (Zero Reported) Line 5 N/A (Zero Reported) Line 6 Total of Lines 1-5 Lines 7a-7c N/A (Zero Reported) Line 8 Total of Column F Section B Line 9 Bring down amount from Section A, Line 6 Line 10a Form 990-EZ

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