2024-11-14T15:33:13-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 1145 BROADWAY SUITE 1300 TACOMA WA 98402 990 2023-01-01 030440761 GENESYS WORKS GENE 7133770522 1880 S DAIRY ASHFORD 300 HOUSTON TX 77077 JEFF ARTIS CHIEF EXECUTIVE OFFICER 7133770522 2024-11-05 1 1 ROSALINDA MARIKAR CPA P01684134 2532721555 2024-11-05 2023 2024-10-15 13:58:12Z JEFF ARTIS 1880 S DAIRY ASHFORD 300 HOUSTON TX 77077 12415170 0 5640 X WWW.GENESYSWORKS.ORG X 2002 TX TO PROVIDE PATHWAYS TO CAREER SUCCESS FOR HIGH SCHOOL STUDENTS IN UNDERSERVED COMMUNITIES. 10 9 343 400 0 0 5310216 6251891 4417540 6014609 0 71598 32003 9408 9759759 12347506 0 0 0 0 5729647 8233837 46320 41275 1317005 3103062 3349327 8879029 11624439 880730 723067 5427893 6016958 1483639 1349637 3944254 4667321 X TO PROVIDE PATHWAYS TO CAREER SUCCESS FOR HIGH SCHOOL STUDENTS IN UNDERSERVED COMMUNITIES THROUGH SKILLS TRAINING, MEANINGFUL WORK EXPERIENCES, AND IMPACTFUL RELATIONSHIPS. 0 0 6326419 0 6014609 GENESYS WORKS (EIN#03-0440761), AS THE PARENT ORGANIZATION, PROVIDES LEADERSHIP AND CENTRAL SERVICES TO SUBSIDIARIES INCLUDED IN GENESYS WORKS GROUP RETURN (EIN #90-0757035), ENABLING THEM TO SUCCESSFULLY CARRY OUT THE MISSION OF CHANGING THE TRAJECTORY OF INNER-CITY HIGH SCHOOL STUDENTS BY PROVIDING THEM WITH TRAINING, MEANINGFUL INTERNSHIPS, MENTORSHIPS, AND ASSISTANCE IN FINDING AND OBTAINING BOTH COLLEGE ENTRANCE AND SCHOLARSHIPS. THE INFORMATION TECHNOLOGY, ENGINEERING DRAFTING, ACCOUNTING, AND PROFESSIONAL SKILLS TRAINING ALLOWS OUR STUDENTS TO INTERN AT MAJOR CORPORATIONS, MOSTLY FORTUNE 1000, IN THE HOUSTON, TWIN CITIES, CHICAGO, BAY AREA, NEW YORK CITY, AND NATIONAL CAPITAL REGION METROPOLITAN AREAS. AT THE CONCLUSION OF OUR 14-MONTH PROGRAM, OVER 95% OF THOSE WHO COMPLETE THE PROGRAM GO ON TO POST-SECONDARY EDUCATION, AS COMPARED TO ONLY HALF THE GRADUATES FROM INNER-CITY SCHOOLS. 80% OF ALL GRADUATES ARE EITHER STILL ACTIVELY ENGAGED IN COLLEGE OR HAVE FINISHED THEIR DEGREE. 6326419 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 1 31 0 343 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 1 1 1 1 0 X X STEFANY WILLIAMS 8164907020 SAME AS ORG HOUSTON TX 77077 ARTIS JEFFREY H CHIEF EXECUTIVE OFFICER 40.00 2.00 X X 372957 0 34419 RICHARD RAWSON BOARD CHAIR 1.00 0.00 X X 0 0 0 RALPH LOURA DIRECTOR 1.00 0.00 X 0 0 0 PEGGY KRENDL DIRECTOR 1.00 0.00 X 0 0 0 MARYLEAN ABNEY DIRECTOR 1.00 0.00 X 0 0 0 HALEY COLLER DIRECTOR 1.00 0.00 X 0 0 0 DHARTI TRIPATHI DIRECTOR 1.00 0.00 X 0 0 0 DANIEL RYAN DIRECTOR 1.00 0.00 X 0 0 0 DAN NOTTKE DIRECTOR 1.00 0.00 X 0 0 0 CHARLOTTE WYLIE DIRECTOR 1.00 0.00 X 0 0 0 TOM FRY DIRECTOR 1.00 0.00 X 0 0 0 BETRONE-HARPST' MACKENZIE CHIEF OF STAFF 40.00 0.00 X 118786 0 4236 FELIX CIRILLO CHIEF INFORMATION OFFICER 40.00 0.00 X 182057 0 20413 GRANT JAMESON J CHIEF STRATEGIC GROWTH OFFICER 40.00 0.00 X 183138 0 17858 WALDRON SELVON EXECUTIVE DIRECTOR - GWNCR 40.00 0.00 X 199113 0 12310 GROSS MICHAEL EXECUTIVE DIRECTOR - GWNYC 40.00 0.00 X 189737 0 7623 STEFANY WILLIAMS CHIEF FINANCIAL OFFICER 40.00 0.00 X 187404 0 12228 AMANDA SNEAD CHIEF SERVICES OFFICER 40.00 0.00 X 188888 0 6355 THOMAS KNIGHT CHIEF OPERATING OFFICER 40.00 2.00 X 167018 0 18590 STUART ANDREW DIRECTOR OF SYSTEMS ARCHITECTURE 40.00 0.00 X 122688 0 14175 COLLINS CHRISTOPHER DIRECTOR OF NATIONAL PHILANTHROPY 40.00 0.00 X 132811 0 10325 GRABOWSKI NICOLE K DIRECTOR OF NATIONAL FUND 40.00 0.00 X 120750 0 771 LATAREWICZ STEPHANIE T DIRECTOR OF HR 40.00 0.00 X 139836 0 13736 WOLFE JENNIFER R SR. DIRECTOR, INSTITUTIONAL GIVING 40.00 0.00 X 132296 0 8028 2437479 0 181067 16 0 1 0 FORVIS LLP PO BOX 200870 DALLAS TX 75320 TECHNICAL AND FINANCIAL INFRASTRUCTURE R 222759 ELEMENT 78 LLC 2211 YORK RD SUITE 200 OAK BROOK IL 60523 OUTSOURCED ACCOUNTING SERVICES 112238 2 119636 6132255 2199 6251891 AFFILIATE PROGRAM FEES 611710 3367020 3367020 EDUCATIONAL REVENUE 611710 2647589 2647589 6014609 71598 71598 71187 0 71187 71187 71187 0 119636 67664 -67664 -67664 MISCELLANEOUS INCOME (LOSS) 900099 5885 5885 5885 12347506 6014609 0 81006 1923109 746467 998392 178250 5479538 3851665 852411 775462 35000 25382 9618 262405 109743 111857 40805 533785 343883 123904 65998 136 136 241845 241845 41275 41275 808381 238292 541724 28365 20549 13747 1553 5249 34243 26122 6929 1192 1015646 385324 630301 21 395139 231968 68037 95134 52066 35678 11883 4505 223377 56368 117424 49585 71774 71774 64959 28343 36616 64557 5735 58822 OTHER EXPENSE 181734 61198 98990 21546 SUPPLIES 125938 82495 43443 BAD DEBT 48983 12235 36748 0 11624439 6326419 3981015 1317005 2604105 748273 210339 3401420 612500 176500 384344 435575 381440 356779 507874 355589 217243 152285 1017922 746126 5427893 6016958 549686 576225 933953 773412 1483639 1349637 X 1958098 2581728 1986156 2085593 3944254 4667321 5427893 6016958 723067 0 X X 0 1 X 1 0 X 4378840 5138143 6706205 5310216 6251891 27785295 3109059 950949 1153036 4417540 6014609 15645193 7487899 6089092 7859241 9727756 12266500 43430488 74647 76606 110888 126176 278200 666517 3556 68893 45404 230611 492570 841034 78203 145499 156292 356787 770770 1507551 41922937 11351 2621 28537 56950 142785 242244 11351 2621 28537 56950 142785 242244 3409 1802 -4098 5885 6998 7502659 6091713 7889580 9780608 12415170 43679730 0.95980 0.97640 0.00550 0.00280 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 3,409. 2021 AMOUNT: $ 1,802. 2022 AMOUNT: $ -4,098. 2023 AMOUNT: $ 5,885. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 198400 141715 56685 30776 30776 0 278698 183098 95600 152285 DUE FROM AFFILIATES 179457 RIGHT OF USE ASSET 566669 746126 LEASE LIABILITY 773412 773412 X PART X, LINE 2: GENESYS WORKS IS A NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). THE SUBSIDIARIES OF GENESYS WORKS ARE RECOGNIZED AS TAX EXEMPT UNDER THE IRS GROUP EXEMPTION NUMBER 5640. GENESYS WORKS FILES TWO RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS - ONE RETURN FOR GENESYS WORKS AND ONE GROUP RETURN FOR THE SUBSIDIARIES. ALL ENTITIES ARE SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSES. WE HAVE DETERMINED THAT EACH ENTITY IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND ACCORDINGLY, HAVE NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. U.S. GAAP REQUIRES THAT MANAGEMENT EVALUATE TAX POSITIONS TAKEN BY GENESYS WORKS AND RECOGNIZE A TAX LIABILITY IF GENESYS WORKS HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY GENESYS WORKS AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. GENESYS WORKS IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. X X X 1 BRETT HALVERSON 105 MOUNTAIN DRIVE BILTMORE LAKE NC 28715 PROSPECT AND FUNDRAISING RESEARCH 0 0 20400 -20400 SAMANTHA ANNE JANG 4569 VISTA ST SAN DIEGO CA 92116 PROSPECT RESEARCH AND GRANT WRITING 0 0 20875 -20875 41275 -41275 DC MD NY VA BREAKING THROUGH - NCR 53050 53050 25000 21000 BREAKING THROUGH - NY 24500 24500 840 8899 2 42086 42086 0 11925 119636 119636 25840 41824 67664 -67664 X X X 0 0 0 1 0 1 0 0 0 ARTIS JEFFREY H CHIEF EXECUTIVE OFFICER 343357 0 29600 0 0 0 11388 0 23031 0 407376 0 0 0 WALDRON SELVON EXECUTIVE DIRECTOR - GWNCR 173888 0 25225 0 0 0 5977 0 6333 0 211423 0 0 0 FELIX CIRILLO CHIEF INFORMATION OFFICER 182057 0 0 0 0 0 0 0 20413 0 202470 0 0 0 GRANT JAMESON J CHIEF STRATEGIC GROWTH OFFICER 183138 0 0 0 0 0 3090 0 14768 0 200996 0 0 0 STEFANY WILLIAMS CHIEF FINANCIAL OFFICER 187404 0 0 0 0 0 1915 0 10313 0 199632 0 0 0 GROSS MICHAEL EXECUTIVE DIRECTOR - GWNYC 168553 0 21184 0 0 0 0 0 7623 0 197360 0 0 0 AMANDA SNEAD CHIEF SERVICES OFFICER 188888 0 0 0 0 0 0 0 6355 0 195243 0 0 0 THOMAS KNIGHT CHIEF OPERATING OFFICER 167018 0 0 0 0 0 0 0 18590 0 185608 0 0 0 LATAREWICZ STEPHANIE T DIRECTOR OF HR 139836 0 0 0 0 0 3898 0 9838 0 153572 0 0 0 PART I, LINE 5 OFFICERS RECEIVE PERFORMANCE BONUSES BASED ON MANY KEY PERFORMANCE METRICS APPROVED BY THE BOARDOF DIRECTORS. PART I, LINE 6 OFFICERS RECEIVE PERFORMANCE BONUSES BASED ON MANY KEY PERFORMANCE METRICS APPROVED BY THE BOARDOF DIRECTORS. VARIOUS BOARD MEMBERS DIRECTORS SEE PART V - SUPPLEMENTAL INFORMATION 0 PART IV, LINE 3 A SIGNIFICANT FRACTION OF BOARD MEMBERS ARE AFFILIATED WITH COMPANIES THAT EMPLOY GENESYS WORKS INTERNS. AS THE TERMS OFFERED TO THESE COMPANIES ARE NO MORE FAVORABLE THAN THOSE OFFERED TO ARMSLENGTH CLIENTS, WE DO NOT CONSIDER THIS A POTENTIAL CONFLICT, BUT DISCLOSE IT. FORM 990, PART VI, SECTION A, LINE 8B ORGANIZATION DOES NOT HAVE A COMMITEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD RECEIVES A COPY AND HAS ONE WEEK TO REVIEW, COMMENT, AND ASK QUESTIONS, AFTER WHICH A COPY WITH ANY NECESSARY REVISIONS IS REDISTRIBUTED PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12 THE NOMINATING AND GOVERNANCE COMMITTEE REVIEWS COMPLIANCE WITH THIS POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION PURCHASED A COMPENSATION ADMINISTRATION GUIDE FROM HUB INTERNATIONAL AND INFORMATION ON JEFF AND THE SENIOR LEADERSHIP TEAM WAS PROVIDED IN THAT STUDY. THE BOARD REVIEWS AND APPROVES THE BUDGET WHICH INCLUDES COMPENSATION INFORMATION FOR SENIOR LEADERS. FORM 990, PART VI, SECTION C, LINE 19 GENESYS WORKS WILL PROVIDE, UPON WRITTEN REQUEST TO THE CONTACT LISTED IN PART VI-C LINE 20, COPIES OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS. FORM 990, PART XII, LINE 2C: THE RESPONSIBILITY FOR SELECTING THE FINANCIAL STATEMENT AUDITOR AND FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT DID NOT CHANGE DURING THE YEAR. GENESYS WORKS HOUSTON 601 JEFFERSON STREET HOUSTON TX 77002 271628570 PROVIDE PATHWAYS FOR CAREER SUCCESS TX 501(C)(3) LINE 10 GENESYS WORKS 1 GENESYS WORKS TWIN CITIES 445 MINNESOTA STREET SUITE 720 ST PAUL MN 55101 262999242 PROVIDE PATHWAYS FOR CAREER SUCCESS MN 501(C)(3) LINE 10 GENESYS WORKS 1 GENESYS WORKS CHICAGO 180 N WABASH AVE SUITE 600 CHICAGO IL 60601 271628710 PROVIDE PATHWAYS FOR CAREER SUCCESS IL 501(C)(3) LINE 10 GENESYS WORKS 1 GENESYS WORKS BAY AREA 1721 BROADWAY SUITE 201 OAKLAND CA 94612 461568087 PROVIDE PATHWAYS FOR CAREER SUCCESS CA 501(C)(3) LINE 10 GENESYS WORKS 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 1 GENESYS WORKS BAY AREA L 460704 GENESYS WORKS CHICAGO L 690492 GENESYS WORKS HOUSTON L 787488 GENESYS WORKS TWIN CITIES L 1428336