TY 2023 Form 990

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

THE FOUNDATION FOR THE MALCOLM
BALDRIGE NATIONAL QUALITY AWARD INC

Employer identification number

59-2891462

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2023

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	1,810,774	425,513	1,280,028	804,011	502,311	4,822,637
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	1,810,774	425,513	1,280,028	804,011	502,311	4,822,637
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..
6	Public support. Subtract line 5 from line 4.						4,822,637

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
7	Amounts from line 4..	1,810,774	425,513	1,280,028	804,011	502,311	4,822,637
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	18,046	3,865	45	55	15	22,026
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..	157,801	106,711	163,552	207,056	180,139	815,259
11	Total support. Add lines 7 through 10						5,659,922

Gross receipts from related activities, etc. (see instructions) ..................

815,259

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 6, column (f) divided by line 11, column (f)) .........

85.210 %

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

84.430 %

16a

33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2023

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2023

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2023

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2023

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2023

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2023 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
PART II, LINE 10	AWARD FEES, QUEST, REGIONAL CONF 815,259

Schedule A (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

right arrow

Complete if the organization is described below. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public
Inspection

If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
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Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
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Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
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Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
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Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

THE FOUNDATION FOR THE MALCOLM
BALDRIGE NATIONAL QUALITY AWARD INC

Employer identification number

59-2891462

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

Political campaign activity expenditures. See instructions .................................................................... right arrow

Volunteer hours for political campaign activities. See instructions ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ right arrow

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... right arrow

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ right arrow

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b........... right arrow

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

For Paperwork Reduction Act Notice, see the instructions for Form 990.

Cat. No. 50084S

Schedule C (Form 990) 2022

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check right arrow

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check right arrow

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(a) Filing organization's totals	(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ........................	5,000
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................	5,000
d	Other exempt purpose expenditures ...............................................................................	829,188
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................	834,188
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.	150,128
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................................................	37,532
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ...................................................................................................................		Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) Total

2a	Lobbying nontaxable amount	206,561	236,719	191,694	150,128	785,102

b	Lobbying ceiling amount (150% of line 2a, column(e))					1,177,653

c	Total lobbying expenditures	120,000	120,000	80,000	5,000	325,000

d	Grassroots nontaxable amount	51,640	59,180	47,924	37,532	196,276

e	Grassroots ceiling amount (150% of line 2d, column (e))					294,414

f	Grassroots lobbying expenditures

Schedule C (Form 990) 2022

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes|No

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Total. Add lines 1c through 1i ....................................................................................................

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................

Taxable amount of lobbying and political expenditures. See Instructions .........................................

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation
SCHEDULE C, PART II-A	THE CEO FILED ELECTION 501(H) USING FORM 5768 BEGINNING WITH TAX YEAR 9.30.16.

Schedule C (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

THE FOUNDATION FOR THE MALCOLM
BALDRIGE NATIONAL QUALITY AWARD INC

Employer identification number

59-2891462

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2022

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	905,848	1,005,702
b	Contributions ...
c	Net investment earnings, gains, and losses	3,389	-99,854
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	-909,237
f	Administrative expenses ....
g	End of year balance ......		905,848

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

Permanent endowment right arrow

Term endowment right arrow

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....
e	Other .....	5,943	5,943
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..

Schedule D (Form 990) 2022

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes









Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2022

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......		1	682,465
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1..................		3	682,465
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5	682,465

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1	834,188
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3	834,188
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5	834,188

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference

Explanation

SCHEDULE D, PAGE 3, PART X

THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, THERE IS NO PROVISION FOR INCOME TAXES ON THE FINANCIAL STATEMENTS. THE FOUNDATION HAS ALSO BEEN CLASSIFIED AS AN ENTITY THAT IN NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) AND QUALIFIES FOR DEDUCTIBLE CONTRIBUTIONS AS PROVIDED IN SECTION 170(B)(1)(A)(VI). THE FOUNDATION FOLLOWS FASB ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH PROVIDES GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE FOUNDATION'S FINANCIAL STATEMENTS. THE GUIDANCE PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, AND ALSO PROVIDES GUIDANCE ON DE- RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF SEPTEMBER 30, 2024, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT REQUIRED EITHER RECOGNITION OR DISCLOSURE IN THE FOUNDATION'S FINANCIAL STATEMENTS. GENERALLY, THE TAX YEARS BEFORE 2021 ARE NO LONGER SUBJECT TO EXAMINATION BY FEDERAL OR STATE AUTHORITIES.

Schedule D (Form 990) 2022

Additional Data

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Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization
THE FOUNDATION FOR THE MALCOLM
BALDRIGE NATIONAL QUALITY AWARD INC

Employer identification number
59-2891462

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(e) Amount of non-cash assistance	(f) Method of valuation (book, FMV, appraisal, other)	(g) Description of noncash assistance	(h) Purpose of grant or assistance
(1) BALDRIGE PERFORMANCE EXCELLENCE PRO	53-0205706	GOV	36,097

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2023

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference	Explanation

Schedule I (Form 990) 2023

Additional Data

Software ID:
Software Version:

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SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

THE FOUNDATION FOR THE MALCOLM
BALDRIGE NATIONAL QUALITY AWARD INC

Employer identification number

59-2891462

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( SERVICES )	X	1	130,431	FAIR MARKET VALUE
26 Other ( )
27 Other ( )
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) (2023)

Page 2

Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference	Explanation

Schedule M (Form 990) (2023)

Additional Data

Software ID:
Software Version:

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SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

THE FOUNDATION FOR THE MALCOLM
BALDRIGE NATIONAL QUALITY AWARD INC

Employer identification number

59-2891462

Return Reference	Explanation
FORM 990	PART IX, LINE 1A & 24A - THE EXISTING NATIONAL INSTITUTE OF STANDARDS AND TECHNOLOGY (NIST), BALDRIGE PERFORMANCE EXCELLENCE PROGRAM, IS AUTHORIZED IN P. L. 100-107, AS A PUBLIC-PRIVATE PARTNERSHIP THAT HAS BEEN EVALUATING ORGANIZATIONAL PERFORMANCE, IDENTIFYING ROLE MODEL ORGANIZATIONS, AND SHARING THEIR BEST PRACTICES FOR OVER 30 YEARS, RESULTING IN DRAMATIC IMPROVEMENTS IN ORGANIAZATIONAL PERFORMANCE OUTCOMES, AND SUSTAINABILITY AS WELL AS OVER 25 BILLION IN ECONOMIC BENEFIT TO THE NATION. THE BALDRIGE PERFORMANCE EXCELLENCE PROGRAM DEVELOPS AND PROVIDES THE WORLD-RENOWNED BALDRIGE EXCELLENCE FRAMEWORK - A MANAGEMENT, BEST PRACTICES, ASSESSMENT, STANDARDS, AND LEADERSHIP FRAMEWORK THAT IS GLOBALLY RECOGNIZED AND USED BY SMALL BUSINESSES, INDUSTRY, AND GOVERNMENTAL ORGANIZATIONS ACROSS ALL BUSINESS AND ORGANIZATIONAL SECTORS INCLUDING HEALTHCARE AND EDUCATION. THE BALDRIGE FOUNDATION AND PROGRAM ALSO SERVE AS THE FOUNDATION FOR MORE THAN 30 STATE-BASED BALDRIGE PROGRAMS COVERING ALL 50 STATES AND TERRITORIES, AS WELL AS THE NEW COMMUNITY OF EXCELLENCE 2026 INITIATIVE WHICH USES THE BALDRIGE FRAMEWORK TO STRENGTHEN COMMUNITIES BY BRINGING TOGETHER LEADERS AND ORGANIZATIONS FROM ALL SECTORS TO WORK TOGETHER AND FIND INNOVATIVE AND CREATIVE SOLUTIONS TO THE CHALLENGES THEY FACE. NIST HAS MEASURED THE BALDRIGE RETURN ON INVESTMENT AT GREATER THAN 820 TO 1 FOR THE US GOVERNMENT. THE MONEY GIFTED TO THE FEDERAL GOVERNMENT UNDER THIS ACT PAYS FOR THE 16 FEDERAL EMPLOYEES IN THE BALDRIGE PROGRAM, THEIR ORGANIZATIONS AND FOR CONFERENCES TO SHARE BEST PRACTICES ACROSS THE UNITED STATES. THE GIFT ALSO SUPPORTS ALL STATE BALDRIGE PROGRAMS WHICH FEED INTO THE NATIONAL PROGRAM.
FORM 990, PAGE 2, PART III, LINE 4A	AS PRESIDENT AND CEO OF THE FOUNDATION FOR THE MALCOLM BALDRIGE NATIONAL QUALITY AWARD, IT IS AN HONOR TO PRESENT THE 2024 ANNUAL REPORT WHICH INCLUDES OUR AUDIT AND FINANCIAL INFORMATION, AND TO ALSO REFLECT ON MORE THAN A DECADE OF SERVICE TO THE BALDRIGE FOUNDATION AND BALDRIGE ENTERPRISE. AS ALWAYS, THANKS TO ALL THE DEDICATED VOLUNTEERS, EXAMINERS, JUDGES, STATE PROGRAM LEADERS AND THEIR BOARDS, AS WELL AS THE BALDRIGE PROGRAM STAFF, FOR ANOTHER SUCCESSFUL YEAR FILLED WITH ACHIEVEMENT AND PROGRESS IN PURSUIT OF PERFORMANCE EXCELLENCE. AND TO THOSE IN THE GREATER BALDRIGE COMMUNITY- CONSULTANTS, MEMBERS OF ASQ, AND OTHER BALDRIGE-BASED ORGANIZATIONS SUCH AS THE AMERICAN HEALTH CARE ASSOCIATION-THANKS FOR YOUR CONTINUED SUPPORT AND COLLABORATION. ON JULY 25, 2022, THE U.S. COMMERCE DEPARTMENT AND THE NATIONAL INSTITUTE OF STANDARDS AND TECHNOLOGY (NIST) INITIATED A COMPREHENSIVE, INDEPENDENT REVIEW TO "REIMAGINE" THE BALDRIGE PROGRAM AND HELP RESHAPE THE FUTURE OF BALDRIGE. MANY OF US PARTICIPATED IN FOCUS GROUPS, INTERVIEWS, SURVEYS, FORMAL AND INFORMAL BRIEFINGS, AND OFFERED ADVICE AND ASSISTANCE THROUGHOUT THE REVIEW. IN FEBRUARY 2024, NIST ANNOUNCED THE NEW BALDRIGE AWARD CRITERIA AND APPLICATION WERE AVAILABLE ON THEIR WEBSITE, WITH A GOAL OF IDENTIFYING AND ANNOUNCING NEW NATIONAL ROLE-MODEL ORGANIZATIONS IN THE FALL OF 2024. AT THIS YEAR'S QUEST FOR EXCELLENCE CONFERENCE WE HONOR THE FIRST RECIPIENTS USING THE NEW AWARD PROCESS. THE 2024 MALCOLM BALDRIGE NATIONAL QUALITY AWARD WINNERS ARE: ALAMO COLLEGES DISTRICT, (TEXAS) CHICKASAW NATION DEPARTMENT OF HEALTH, (OKLAHOMA) THE CITY OF HENDERSON, (NEVADA) FREESE AND NICHOLS INC., (TEXAS) NORTHEAST DELTA DENTAL, (NEW HAMPSHIRE) IN ADDITION TO A SUCCESSFUL AWARDS CYCLE IN 2024, THE BALDRIGE PROGRAM ALSO CONDUCTED ANOTHER FELLOWS PROGRAM CYCLE, VALUABLE TRAINING, AND BEGAN THE PROCESS OF UPDATING THE FRAMEWORK. THE ENTERPRISE ALSO ORCHESTRATED THE COMMUNITIES OF EXCELLENCE AND BALDRIGE FALL CONFERENCES IN FLORIDA, A NUMBER OF STATE AND REGIONAL PROGRAM CONFERENCES, AND UPDATED THE BALDRIGE ALLIANCE STRATEGIC PLAN TO TRANSFORM THE ALLIANCE FOR THE FUTURE. COLLECTIVELY, THE BALDRIGE ENTERPRISE TEAM CONTINUED TO WORK TOGETHER AS ONE TEAM TO ENSURE BALDRIGE REMAINS, AMERICA'S BEST INVESTMENT REFLECTING ON THE LAST DECADE, I WOULD LIKE TO SPEND SOME TIME LOOKING AT THE ACCOMPLISHMENTS OF THE FOUNDATION TEAM AND OUR PARTNERS. IN 2014 WE BUILT THE FOUNDATION'S FIRST STRATEGIC PLAN. IT HAD FOUR STRATEGIC IMPERATIVES: ADVOCACY, FUNDRAISING, BOARD DEVELOPMENT, AND FOUNDATION OPERATIONS. ORGANIZATIONAL ALIGNMENT WAS CREATED BY IMPLEMENTING OUR STRATEGY, ALONG WITH A DISCIPLINED BUDGET PROCESS, AND ACCOUNTABILITY. OUR VALUES, ESTABLISHED BY THE FULL BOARD, REMAIN TO THIS DAY: COMMITMENT TO CONTINUOUS IMPROVEMENT; STEWARDSHIP; TRUST; AND VISIONARY LEADERSHIP. OUR STRATEGIC PLAN WAS CONCISE, CLEAR, AND HELPED GUIDE US THROUGH CHALLENGING TIMES. TO DEMONSTRATE OUR COMMITMENT TO ALL STAKEHOLDERS AND "WALK-THE- TALK" WE DRAFTED AN ORGANIZATIONAL PROFILE AND SUBMITTED IT TO A BALDRIGE- BASED STATE PROGRAM, THE PARTNERSHIP FOR EXCELLENCE (TPE). THEY PROVIDED US VALUABLE FEEDBACK AND AWARDED THE FOUNDATION WITH THEIR "SPIRIT AWARD" FOR COMPLETING THE FIRST PHASE OF THEIR RECOGNITION PROCESS. ADVOCACY AS A COST SAVING MEASURE, BALDRIGE WAS ELIMINATED FROM THE FEDERAL BUDGET IN 2012. THE FOUNDATION PROVIDED FUNDING FOR THE BALDRIGE PROGRAM TO KEEP OPERATING, HOWEVER, IT WAS CLEAR IN 2014, THAT IF BALDRIGE WAS NOT RE- ESTABLISHED IN THE FEDERAL BUDGET THE FOUNDATION WOULD SOON RUN OUT OF MONEY. ENLISTING THE HELP OF BOB LIVINGSTON, AND THE LIVINGSTON GROUP (TLG), WE BEGAN THE PROCESS OF LOBBYING FOR CONGRESSIONAL SUPPORT TO RESTORE THE PROGRAM'S APPROPRIATION. AFTER MEETING WITH MEMBERS OF THE COMMERCE, JUSTICE AND SCIENCE SUBCOMMITTEES ON APPROPRIATIONS IN THE HOUSE AND SENATE FOR OVER TWO YEARS, IN 2017 BALDRIGE WAS RESTORED AT 2.2 MILLION ANNUALLY. THIS WAS A HISTORIC ACHIEVEMENT. NO OTHER PROGRAM IN THE HISTORY OF THE U.S. GOVERNMENT HAD EVER BEEN RESTORED IN THE FEDERAL BUDGET AFTER BEING OUT FOR SUCH AN EXTENDED PERIOD. IN THE FOLLOWING YEAR, WE ALSO RESTORED BALDRIGE IN THE PRESIDENT'S BUDGET REQUEST, AND THAT SOLIDIFIED THE BALDRIGE PROGRAM'S FUNDING POSITION WITHIN THE DEPARTMENT OF COMMERCE. ATTAINING "COMMUNITY" AS THE 7TH CATEGORY OF THE BALDRIGE AWARDS WAS ANOTHER HISTORIC ACHIEVEMENT FOR THE BALDRIGE FOUNDATION AND OUR ADVOCACY EFFORTS. NOT SINCE THE ADDITION OF HEALTH CARE AND EDUCATION IN 1998 AND THE NONPROFIT SECTOR IN 2005, HAD BALDRIGE EXPANDED ITS AWARD CATEGORIES. THE BALDRIGE FOUNDATION CONTINUES TO PROVIDE ORGANIZATIONAL AND ADMINISTRATIVE SUPPORT TO COMMUNITIES OF EXCELLENCE 2026 AND IN FY2023 WAS AGAIN, THE SOLE SPONSOR OF THE COE CRITERIA AND FRAMEWORK. WE LOOK FORWARD TO HELPING SCALE-UP PARTICIPATION IN COMMUNITIES NATIONWIDE AND SECURING ADDITIONAL FUNDING TO HELP US DRIVE SUCCESS USING THE NEW "COMMUNITY" BALDRIGE EXCELLENCE FRAMEWORK. SINCE 2014, THE FOUNDATION HAS GIVEN COE2026 OVER 138,000.00 IN FUNDING ASSISTANCE AND GIFT-IN-KIND (GIK) SERVICES WHICH INCLUDED SPONSORING THEIR COMMUNITY FRAMEWORK. TO SUPPORT OUR ADVOCACY EFFORTS, WE DEVELOPED THE JOURNAL OF PERFORMANCE EXCELLENCE IN 2017. THE JOURNAL SHOWCASES THE BALDRIGE ENTERPRISE'S ACHIEVEMENTS EACH YEAR AND SERVES AS A VALUABLE TOOL HELPING TO TELL OUR STORY IN CONGRESS, AND WITH ALL OUR STAKEHOLDERS. THE FOUNDATION SENDS FORMAL LETTERS OF CONGRATULATIONS TO ALL NATIONAL AWARD WINNERS, AND STATE PROGRAM HIGHEST-LEVEL AWARD WINNERS. WE ALSO SEND LETTERS OF CONGRATULATIONS TO ALL AWARD WINNERS' U.S. SENATORS, CONGRESSIONAL REPRESENTATIVES, AND GOVERNORS, LETTING THEM KNOW OF THEIR CONSTITUENT'S ACHIEVEMENTS. THIS OFTEN RESULTS IN THEM WRITING TO THEIR AWARD RECIPIENTS AS WELL AND CONGRATULATING THEM. WE ALSO SEND THEM COPIES OF THE JPE EACH YEAR THANKING THEM FOR THEIR SUPPORT. THIS DISCIPLINED PROCESS PROVIDES A COMPREHENSIVE APPROACH TO MAINTAINING LEGISLATIVE SUPPORT FOR BALDRIGE. OTHER WAYS IN WHICH THE FOUNDATION PROVIDES ADVOCACY ARE THROUGH FORMAL PRESENTATIONS AT NATIONAL AND INTERNATIONAL CONFERENCES WORLD-WIDE, STATE- BASED PROGRAM CONFERENCES, AND BY ATTENDING KEY EVENTS EACH YEAR IN SUPPORT OF ORGANIZATIONS SUCH AS: THE AMERICAN COLLEGE OF HEALTH CARE EXECUTIVES (ACHE); THE COLLEGE OF HEALTHCARE INFORMATION MANAGEMENT EXECUTIVES (CHIME); THE BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE WORLD SUMMIT & INDUSTRY AWARDS (BTOES); THE AMERICAN HOSPITAL ASSOCIATION (AHA); THE AMERICAN HEALTH CARE ASSOCIATION (AHCA); AND MANY OTHERS. OUR ADVOCACY EFFORTS HAVE HELPED US BUILD TREMENDOUS GRASS ROOTS SUPPORT FOR BALDRIGE BOTH AT THE STATE AND NATIONAL LEVELS, AND INTERNATIONALLY AS WELL. AN EXAMPLE OF OUR INTERNATIONAL SUCCESS IS THE CONTINUED RELATIONSHIP WITH TATA SONS, IN INDIA. FOR MORE THAN A DECADE, TATA HAS SUPPORTED BALDRIGE AND THE FOUNDATION. THEY SERVE AS A MAC BALDRIGE SOCIETY MEMBER AND INSTITUTE TRUSTEE AND HAVE HAD A SEAT ON OUR BOARD OF DIRECTORS TO HELP PROVIDE US WITH IMPORTANT INTERNATIONAL PERSPECTIVES ON QUALITY AND PERFORMANCE EXCELLENCE. MOLLY BALDRIGE AND I HAVE PRESENTED AT THEIR AWARDS CEREMONY, AND WE CONTINUE TO STRENGTHEN OUR RELATIONSHIP WITH THEM AS THE LARGEST USER OF THE BALDRIGE FRAMEWORK, GLOBALLY. FUNDRAISING THE FOUNDATION HAS COMPLETELY TRANSFORMED ITS FUNDRAISING FROM PASSIVE FUNDRAISING (WAITING FOR PEOPLE TO DONATE) TO A COMPREHENSIVE FUNDRAISING STRATEGY THAT INCLUDES A WEBSITE PRESENCE, FUNDRAISING CAMPAIGNS THROUGHOUT THE YEAR, PLANNED AND ESTATE GIVING, A FULL SUITE OF SOCIAL MEDIA OPTIONS, GIVING TUESDAY ENGAGEMENTS, MAJOR GIFT STRATEGIES, AND ENDOWMENT POSSIBILITIES WITH NAMING RIGHTS TO AWARDS AND THE INSTITUTE. OUR HIGHEST-LEVEL DONORS ARE RECOGNIZED THROUGH MEMBERSHIP IN THE MAC BALDRIGE SOCIETY AND SERVE AS TRUSTEES FOR THE INSTITUTE FOR PERFORMANCE EXCELLENCE. THE FOUNDATION ATTAINED AND HAS MAINTAINED PLATINUM LEVEL ACCREDITATION THROUGH CANDID (FORMERLY GUIDESTAR), WHICH IS THEIR HIGHEST RATING FOR TRANSPARENCY, ATTAINED BY LESS THAN .1% OF ALL CHARITIES NATION-WIDE. SINCE 2014, THE BALDRIGE FOUNDATION HAS RAISED OVER NINE MILLION DOLLARS IN DONATIONS AND GIFT-IN-KIND (GIK) SERVICES, FINISHED EVERY YEAR UNDER THE BOARD APPROVED BUDGET, AND PASSED ANNUAL EXTERNAL AUDITS, DEMONSTRATING OUR STEWARDSHIP. MOST NOTABLY, IN 2019, THE INTERNAL REVENUE SERVICE (IRS) SENT AN AUDITOR TO EXAMINE THE FOUNDATION IN PERSON FOR THREE FULL DAYS. HE WAS SO IMPRESSED WITH OUR MISSION, AND OPERATIONAL PROCESSES, HE WROTE US A COMMENDABLE LETTER AND ASKED FOR A COPY OF THE BALDRIGE FRAMEWORK TO TAKE BACK TO THE IRS FOR THEM TO CONSIDER IMPLEMENTING OUR SUCCESS AND RESILIENCY HAVE TRULY BEEN REMARKABLE, ESPECIALLY WHEN YOU TAKE INTO ACCOUNT THE COVID-19 PANDEMIC AND SUBSEQUENT ECONOMIC DOWNTURN, FOLLOWED BY THE BALDRIGE PROGRAM RE-DESIGN WHICH ESSENTIALLY SHUTDOWN THE BALDRIGE PROGRAM FOR WELL OVER TWO YEARS. ALTOGETHER, FOUR OF THE PAST FIVE YEARS HAVE BEEN DEVASTATING FOR
FORM 990, PAGE 6, PART VI, LINE 11B	THE AUDIT COMMITTEE REVIEWS THE FORM 990 PRIOR TO SUBMITTAL. THE AUDIT COMMITTEE THEN PRESENTS THEIR QUESTIONS TO THE BOARD OF DIRECTORS.
FORM 990, PAGE 6, PART VI, LINE 12C	GOVERNANCE COMMITTEE MONITORS THE BOARD OF DIRECTOR'S ACTIVITIES ON A REGULAR BASIS.
FORM 990, PAGE 6, PART VI, LINE 15A	COMPENSATION FOR THE TOP OFFICIAL (CEO) WAS DETERMINED BY THE GOVERNANCE COMMITTEE THROUGH DETAILED ANALYSIS OF SIMILAR NON-PROFIT ORGANIZATIONS IN THE SAME MARKET AREA. COMPENSATION IS FAR BELOW MARKET/CANDIDATE EXPERIENCE LEVELS. THE GOVERNANCE COMMITTEE EVALUATES CEO PERFORMANCE QUARTERLY AS PART OF REGULARLY SCHEDULED BOARD MEETINGS AND ALSO PERFORMS AN ANNUAL EVALUATION TO REVIEW PERFORMANCE AND TO EVALUATE COMPENSATION WITHOUT THE CEO BEING PRESENT. ALL NON-PROFIT BOARD BEST PRACTICES ARE FOLLOWED IN SETTING, REVIEWING, EVALUATING AND APPLYING COMPENSATION. THE FULL BOARD THEN APPROVES THE COMPENSATION PACKAGE FOR THE FOLLOWING YEAR.
FORM 990, PAGE 6, PART VI, LINE 17	MARYLAND, MAINE, MICHIGAN, MINNESOTA, MISSISSIPPI, NORTH CAROLINA, NORTH DAKOTA, NEW HAMPSHIRE, NEW JERSEY, NEW MEXICO, NEW YORK, OHIO, OKLAHOMA, OREGON, PENNSYLVANIA, RHODE ISLAND, SOUTH CAROLINA, TENNESSEE, UTAH, VIRGINIA, WASHINGTON, WISCONSIN, WEST VIRGINIA
FORM 990, PAGE 6, PART VI, LINE 19	GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC ON THE FOUNDATION'S WEBSITE AND UPON REQUEST.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: TO ENSURE THE LONG-TERM FINANCIAL GROWTH AND VIABILITY OF THE BALDRIGE PERFORMANCE EXCELLENCE PROGRAM, AND TO SUPPORT ORGANIZATIONAL PERFORMANCE EXCELLENCE IN THE UNITED STATES AND THROUGHOUT THE WORLD.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	12
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	11
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	4
6	Total number of volunteers (estimate if necessary) .............	6
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	804,011	502,311
9	Program service revenue (Part VIII, line 2g) .........		0
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	-569	15
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	207,056	180,139
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	1,010,498	682,465
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	27,556	36,097
14	Benefits paid to or for members (Part IX, column (A), line 4).....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	554,804	422,676
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 332,888
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	584,580	375,415
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	1,166,940	834,188
19	Revenue less expenses. Subtract line 18 from line 12.......	-156,442	-151,723
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	312,592	125,107
21	Total liabilities (Part X, line 26).............	56,905	21,143
22	Net assets or fund balances. Subtract line 21 from line 20.....	255,687	103,964

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 262,231 including grants of $ 36,097 ) (Revenue $ )
	AS PRESIDENT AND CEO OF THE FOUNDATION FOR THE MALCOLM BALDRIGE NATIONAL QUALITY AWARD, IT IS AN HONOR TO PRESENT THE 2024 ANNUAL REPORT WHICH INCLUDES OUR AUDIT AND FINANCIAL INFORMATION, AND TO ALSO REFLECT ON MORE THAN A DECADE OF SERVICE TO THE BALDRIGE FOUNDATION AND BALDRIGE ENTERPRISE. AS ALWAYS, THANKS TO ALL THE DEDICATED VOLUNTEERS, EXAMINERS, JUDGES, STATE PROGRAM LEADERS AND THEIR BOARDS, AS WELL AS THE BALDRIGE PROGRAM STAFF, FOR ANOTHER SUCCESSFUL YEAR FILLED WITH ACHIEVEMENT AND PROGRESS IN PURSUIT OF PERFORMANCE EXCELLENCE. AND TO THOSE IN THE GREATER BALDRIGE COMMUNITY- CONSULTANTS, MEMBERS OF ASQ, AND OTHER BALDRIGE-BASED ORGANIZATIONS SUCH AS THE AMERICAN HEALTH CARE ASSOCIATION-THANKS FOR YOUR CONTINUED SUPPORT AND COLLABORATION. ON JULY 25, 2022, THE U.S. COMMERCE DEPARTMENT AND THE NATIONAL INSTITUTE OF STANDARDS AND TECHNOLOGY (NIST) INITIATED A COMPREHENSIVE, INDEPENDENT REVIEW TO "REIMAGINE" THE BALDRIGE PROGRAM AND HELP RESHAPE THE FUTURE OF BALDRIGE. MANY OF US PARTICIPATED IN FOCUS GROUPS, INTERVIEWS, SURVEYS, FORMAL AND INFORMAL BRIEFINGS, AND OFFERED ADVICE AND ASSISTANCE THROUGHOUT THE REVIEW. IN FEBRUARY 2024, NIST ANNOUNCED THE NEW BALDRIGE AWARD CRITERIA AND APPLICATION WERE AVAILABLE ON THEIR WEBSITE, WITH A GOAL OF IDENTIFYING AND ANNOUNCING NEW NATIONAL ROLE-MODEL ORGANIZATIONS IN THE FALL OF 2024. AT THIS YEAR'S QUEST FOR EXCELLENCE CONFERENCE WE HONOR THE FIRST RECIPIENTS USING THE NEW AWARD PROCESS. THE 2024 MALCOLM BALDRIGE NATIONAL QUALITY AWARD WINNERS ARE: ALAMO COLLEGES DISTRICT, (TEXAS) CHICKASAW NATION DEPARTMENT OF HEALTH, (OKLAHOMA) THE CITY OF HENDERSON, (NEVADA) FREESE AND NICHOLS INC., (TEXAS) NORTHEAST DELTA DENTAL, (NEW HAMPSHIRE) IN ADDITION TO A SUCCESSFUL AWARDS CYCLE IN 2024, THE BALDRIGE PROGRAM ALSO CONDUCTED ANOTHER FELLOWS PROGRAM CYCLE, VALUABLE TRAINING, AND BEGAN THE PROCESS OF UPDATING THE FRAMEWORK. THE ENTERPRISE ALSO ORCHESTRATED THE COMMUNITIES OF EXCELLENCE AND BALDRIGE FALL CONFERENCES IN FLORIDA, A NUMBER OF STATE AND REGIONAL PROGRAM CONFERENCES, AND UPDATED THE BALDRIGE ALLIANCE STRATEGIC PLAN TO TRANSFORM THE ALLIANCE FOR THE FUTURE. COLLECTIVELY, THE BALDRIGE ENTERPRISE TEAM CONTINUED TO WORK TOGETHER AS ONE TEAM TO ENSURE BALDRIGE REMAINS, AMERICA'S BEST INVESTMENT REFLECTING ON THE LAST DECADE, I WOULD LIKE TO SPEND SOME TIME LOOKING AT THE ACCOMPLISHMENTS OF THE FOUNDATION TEAM AND OUR PARTNERS. IN 2014 WE BUILT THE FOUNDATION'S FIRST STRATEGIC PLAN. IT HAD FOUR STRATEGIC IMPERATIVES: ADVOCACY, FUNDRAISING, BOARD DEVELOPMENT, AND FOUNDATION OPERATIONS. ORGANIZATIONAL ALIGNMENT WAS CREATED BY IMPLEMENTING OUR STRATEGY, ALONG WITH A DISCIPLINED BUDGET PROCESS, AND ACCOUNTABILITY. OUR VALUES, ESTABLISHED BY THE FULL BOARD, REMAIN TO THIS DAY: COMMITMENT TO CONTINUOUS IMPROVEMENT; STEWARDSHIP; TRUST; AND VISIONARY LEADERSHIP. OUR STRATEGIC PLAN WAS CONCISE, CLEAR, AND HELPED GUIDE US THROUGH CHALLENGING TIMES. TO DEMONSTRATE OUR COMMITMENT TO ALL STAKEHOLDERS AND "WALK-THE- TALK" WE DRAFTED AN ORGANIZATIONAL PROFILE AND SUBMITTED IT TO A BALDRIGE- BASED STATE PROGRAM, THE PARTNERSHIP FOR EXCELLENCE (TPE). THEY PROVIDED US VALUABLE FEEDBACK AND AWARDED THE FOUNDATION WITH THEIR "SPIRIT AWARD" FOR COMPLETING THE FIRST PHASE OF THEIR RECOGNITION PROCESS. ADVOCACY AS A COST SAVING MEASURE, BALDRIGE WAS ELIMINATED FROM THE FEDERAL BUDGET IN 2012. THE FOUNDATION PROVIDED FUNDING FOR THE BALDRIGE PROGRAM TO KEEP OPERATING, HOWEVER, IT WAS CLEAR IN 2014, THAT IF BALDRIGE WAS NOT RE- ESTABLISHED IN THE FEDERAL BUDGET THE FOUNDATION WOULD SOON RUN OUT OF MONEY. ENLISTING THE HELP OF BOB LIVINGSTON, AND THE LIVINGSTON GROUP (TLG), WE BEGAN THE PROCESS OF LOBBYING FOR CONGRESSIONAL SUPPORT TO RESTORE THE PROGRAM'S APPROPRIATION. AFTER MEETING WITH MEMBERS OF THE COMMERCE, JUSTICE AND SCIENCE SUBCOMMITTEES ON APPROPRIATIONS IN THE HOUSE AND SENATE FOR OVER TWO YEARS, IN 2017 BALDRIGE WAS RESTORED AT 2.2 MILLION ANNUALLY. THIS WAS A HISTORIC ACHIEVEMENT. NO OTHER PROGRAM IN THE HISTORY OF THE U.S. GOVERNMENT HAD EVER BEEN RESTORED IN THE FEDERAL BUDGET AFTER BEING OUT FOR SUCH AN EXTENDED PERIOD. IN THE FOLLOWING YEAR, WE ALSO RESTORED BALDRIGE IN THE PRESIDENT'S BUDGET REQUEST, AND THAT SOLIDIFIED THE BALDRIGE PROGRAM'S FUNDING POSITION WITHIN THE DEPARTMENT OF COMMERCE. ATTAINING "COMMUNITY" AS THE 7TH CATEGORY OF THE BALDRIGE AWARDS WAS ANOTHER HISTORIC ACHIEVEMENT FOR THE BALDRIGE FOUNDATION AND OUR ADVOCACY EFFORTS. NOT SINCE THE ADDITION OF HEALTH CARE AND EDUCATION IN 1998 AND THE NONPROFIT SECTOR IN 2005, HAD BALDRIGE EXPANDED ITS AWARD CATEGORIES. THE BALDRIGE FOUNDATION CONTINUES TO PROVIDE ORGANIZATIONAL AND ADMINISTRATIVE SUPPORT TO COMMUNITIES OF EXCELLENCE 2026 AND IN FY2023 WAS AGAIN, THE SOLE SPONSOR OF THE COE CRITERIA AND FRAMEWORK. WE LOOK FORWARD TO HELPING SCALE-UP PARTICIPATION IN COMMUNITIES NATIONWIDE AND SECURING ADDITIONAL FUNDING TO HELP US DRIVE SUCCESS USING THE NEW "COMMUNITY" BALDRIGE EXCELLENCE FRAMEWORK. SINCE 2014, THE FOUNDATION HAS GIVEN COE2026 OVER 138,000.00 IN FUNDING ASSISTANCE AND GIFT-IN-KIND (GIK) SERVICES WHICH INCLUDED SPONSORING THEIR COMMUNITY FRAMEWORK. TO SUPPORT OUR ADVOCACY EFFORTS, WE DEVELOPED THE JOURNAL OF PERFORMANCE EXCELLENCE IN 2017. THE JOURNAL SHOWCASES THE BALDRIGE ENTERPRISE'S ACHIEVEMENTS EACH YEAR AND SERVES AS A VALUABLE TOOL HELPING TO TELL OUR STORY IN CONGRESS, AND WITH ALL OUR STAKEHOLDERS. THE FOUNDATION SENDS FORMAL LETTERS OF CONGRATULATIONS TO ALL NATIONAL AWARD WINNERS, AND STATE PROGRAM HIGHEST-LEVEL AWARD WINNERS. WE ALSO SEND LETTERS OF CONGRATULATIONS TO ALL AWARD WINNERS' U.S. SENATORS, CONGRESSIONAL REPRESENTATIVES, AND GOVERNORS, LETTING THEM KNOW OF THEIR CONSTITUENT'S ACHIEVEMENTS. THIS OFTEN RESULTS IN THEM WRITING TO THEIR AWARD RECIPIENTS AS WELL AND CONGRATULATING THEM. WE ALSO SEND THEM COPIES OF THE JPE EACH YEAR THANKING THEM FOR THEIR SUPPORT. THIS DISCIPLINED PROCESS PROVIDES A COMPREHENSIVE APPROACH TO MAINTAINING LEGISLATIVE SUPPORT FOR BALDRIGE. OTHER WAYS IN WHICH THE FOUNDATION PROVIDES ADVOCACY ARE THROUGH FORMAL PRESENTATIONS AT NATIONAL AND INTERNATIONAL CONFERENCES WORLD-WIDE, STATE- BASED PROGRAM CONFERENCES, AND BY ATTENDING KEY EVENTS EACH YEAR IN SUPPORT OF ORGANIZATIONS SUCH AS: THE AMERICAN COLLEGE OF HEALTH CARE EXECUTIVES (ACHE); THE COLLEGE OF HEALTHCARE INFORMATION MANAGEMENT EXECUTIVES (CHIME); THE BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE WORLD SUMMIT & INDUSTRY AWARDS (BTOES); THE AMERICAN HOSPITAL ASSOCIATION (AHA); THE AMERICAN HEALTH CARE ASSOCIATION (AHCA); AND MANY OTHERS. OUR ADVOCACY EFFORTS HAVE HELPED US BUILD TREMENDOUS GRASS ROOTS SUPPORT FOR BALDRIGE BOTH AT THE STATE AND NATIONAL LEVELS, AND INTERNATIONALLY AS WELL. AN EXAMPLE OF OUR INTERNATIONAL SUCCESS IS THE CONTINUED RELATIONSHIP WITH TATA SONS, IN INDIA. FOR MORE THAN A DECADE, TATA HAS SUPPORTED BALDRIGE AND THE FOUNDATION. THEY SERVE AS A MAC BALDRIGE SOCIETY MEMBER AND INSTITUTE TRUSTEE AND HAVE HAD A SEAT ON OUR BOARD OF DIRECTORS TO HELP PROVIDE US WITH IMPORTANT INTERNATIONAL PERSPECTIVES ON QUALITY AND PERFORMANCE EXCELLENCE. MOLLY BALDRIGE AND I HAVE PRESENTED AT THEIR AWARDS CEREMONY, AND WE CONTINUE TO STRENGTHEN OUR RELATIONSHIP WITH THEM AS THE LARGEST USER OF THE BALDRIGE FRAMEWORK, GLOBALLY. FUNDRAISING THE FOUNDATION HAS COMPLETELY TRANSFORMED ITS FUNDRAISING FROM PASSIVE FUNDRAISING (WAITING FOR PEOPLE TO DONATE) TO A COMPREHENSIVE FUNDRAISING STRATEGY THAT INCLUDES A WEBSITE PRESENCE, FUNDRAISING CAMPAIGNS THROUGHOUT THE YEAR, PLANNED AND ESTATE GIVING, A FULL SUITE OF SOCIAL MEDIA OPTIONS, GIVING TUESDAY ENGAGEMENTS, MAJOR GIFT STRATEGIES, AND ENDOWMENT POSSIBILITIES WITH NAMING RIGHTS TO AWARDS AND THE INSTITUTE. OUR HIGHEST-LEVEL DONORS ARE RECOGNIZED THROUGH MEMBERSHIP IN THE MAC BALDRIGE SOCIETY AND SERVE AS TRUSTEES FOR THE INSTITUTE FOR PERFORMANCE EXCELLENCE. THE FOUNDATION ATTAINED AND HAS MAINTAINED PLATINUM LEVEL ACCREDITATION THROUGH CANDID (FORMERLY GUIDESTAR), WHICH IS THEIR HIGHEST RATING FOR TRANSPARENCY, ATTAINED BY LESS THAN .1% OF ALL CHARITIES NATION-WIDE. SINCE 2014, THE BALDRIGE FOUNDATION HAS RAISED OVER NINE MILLION DOLLARS IN DONATIONS AND GIFT-IN-KIND (GIK) SERVICES, FINISHED EVERY YEAR UNDER THE BOARD APPROVED BUDGET, AND PASSED ANNUAL EXTERNAL AUDITS, DEMONSTRATING OUR STEWARDSHIP. MOST NOTABLY, IN 2019, THE INTERNAL REVENUE SERVICE (IRS) SENT AN AUDITOR TO EXAMINE THE FOUNDATION IN PERSON FOR THREE FULL DAYS. HE WAS SO IMPRESSED WITH OUR MISSION, AND OPERATIONAL PROCESSES, HE WROTE US A COMMENDABLE LETTER AND ASKED FOR A COPY OF THE BALDRIGE FRAMEWORK TO TAKE BACK TO THE IRS FOR THEM TO CONSIDER IMPLEMENTING OUR SUCCESS AND RESILIENCY HAVE TRULY BEEN REMARKABLE, ESPECIALLY WHEN YOU TAKE INTO ACCOUNT THE COVID-19 PANDEMIC AND SUBSEQUENT ECONOMIC DOWNTURN, FOLLOWED BY THE BALDRIGE PROGRAM RE-DESIGN WHICH ESSENTIALLY SHUTDOWN THE BALDRIGE PROGRAM FOR WELL OVER TWO YEARS. ALTOGETHER, FOUR OF THE PAST FIVE YEARS HAVE BEEN DEVASTATING FOR

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses262,231

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)			(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(1) AL FABER...................................................................... PRESIDENT &	40.00 .................	X	X		131,864	0	0
(2) JOSH RACETTE...................................................................... DIRECTOR COR	40.00 .................			X	107,614	0	0
(3) GEORGE BENSON...................................................................... DIRECTOR	3.00 .................	X			0	0	0
(4) RUSS BRANZELL...................................................................... SECRETARY	3.00 .................	X	X		0	0	0
(5) DIANE BROCKMEIER...................................................................... VICE - CHAIR	3.00 .................	X	X		0	0	0
(6) KATHRYN EGGLESTON...................................................................... CHAIRMAN	3.00 .................	X	X		0	0	0
(7) FRANK FUSCO...................................................................... TREASURER	3.00 .................	X	X		0	0	0
(8) DAVID GIFFORD...................................................................... DIRECTOR	3.00 .................	X			0	0	0
(9) LOWELL KRUSE...................................................................... DIRECTOR	3.00 .................	X			0	0	0
(10) S PADMANABHAN...................................................................... DIRECTOR	3.00 .................	X			0	0	0
(11) JOHN RAFFOUL...................................................................... DIRECTOR	3.00 .................	X			0	0	0
(12) TONY SCOTT...................................................................... DIRECTOR	3.00 .................	X			0	0	0
(13) DAVID SPONG...................................................................... DIRECTOR	3.00 .................	X			0	0	0

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	239,478

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	502,311

g	Noncash contributions included in lines 1a - 1f:$		1g	130,431

h Total. Add lines 1a-1f.......		502,311

		Business Code
2a
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....

3 Investment income (including dividends, interest, and othersimilar amounts) ......			15			15
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a
b	Less: cost or other basis and sales expenses	7b
c	Gain or (loss)	7c
d	Net gain or (loss).........
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a	QUEST SPONSORSHIP			157,745	157,745
b	TRAINING			14,855	14,855
c	ADVERTISING			5,285	5,285
d	All other revenue ....			2,254	2,254
e	Total. Add lines 11a–11d ......			180,139
12	Total revenue. See instructions.....			682,465	180,139		15

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	36,097	36,097
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	131,864	65,932	13,186	52,746
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	259,295	114,804	66,958	77,533
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......	1,593		1,593
10	Payroll taxes ...........	29,924	13,827	6,131	9,966
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	1,496		1,496
c	Accounting ...........	23,044		23,044
d	Lobbying ...........	5,000		5,000
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	600		600
12	Advertising and promotion ....	141,092	3,861		137,231
13	Office expenses .......	72,969		50,426	22,543
14	Information technology ......	28,316	1,620	26,696
15	Royalties ..
16	Occupancy ...........
17	Travel ............	29,821		22,748	7,073
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	19,040	19,040
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..
23	Insurance ...	4,255		4,255
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	REGISTRATION FEES	21,187	3,937		17,250
b	SPECIAL EVENTS	13,146		4,600	8,546
c	BANK FEES	5,704		5,704
d	MISCELLANEOUS	4,951		4,951
e	All other expenses	4,794	3,113	1,681
25	Total functional expenses. Add lines 1 through 24e	834,188	262,231	239,069	332,888
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			96,419	1	36,347
2	Savings and temporary cash investments .........			115,000	2
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			56,000	4	56,000
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			17,686	9	29,073
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	5,943
b	Less: accumulated depreciation	10b	5,943		10c
11	Investments—publicly traded securities .				11
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			27,487	15	3,687
16	Total assets. Add lines 1 through 15 (must equal line 33)...			312,592	16	125,107

17	Accounts payable and accrued expenses .....	56,905	17	21,143
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D		25
26	Total liabilities. Add lines 17 through 25..	56,905	26	21,143

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	116,887	27	-34,836
28	Net assets with donor restrictions ...........	138,800	28	138,800
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	255,687	32	103,964
33	Total liabilities and net assets/fund balances ........	312,592	33	125,107