2020-07-14T09:56:11-05:00 2019-06-30 420714325 RSM US LLP 9801 WASHINGTONIAN BLVD STE 500 GAITHERSBURG MD 20878 990 2018-07-01 520817955 EXPERIENCE WORKS INC EXPE 7035227272 4401 WILSON BLVD NO 220 ARLINGTON VA 22203 SALLY A BOOFER PRESIDENT AND CEO 7035227272 2020-07-14 1 WILLIAM E TURCO CPA P00369217 3012963600 66.98.98.7 2020-07-14 09:19:00 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 00BFBB601F26E6691F3C42FDB75EEBE807206D5E 2018 2021-01-29 14:40:06Z SALLY A BOOFER 4401 WILSON BLVD NO 220 ARLINGTON VA 22203 18800862 0 X WWW.EXPERIENCEWORKS.ORG X 1965 DC IMPROVE THE LIVES OF OLDER PEOPLE THROUGH TRAINING, COMMUNITY SERVICE, AND EMPLOYMENT. 6 6 2333 6 0 0 17910207 18290837 20000 20000 16 25 0 490000 17930223 18800862 0 0 0 0 16401575 16889743 0 0 1226 1536382 1425123 17937957 18314866 -7734 485996 3937901 3748563 4351350 3676016 -413449 72547 X (SEE SCHEDULE O)EXPERIENCE WORKS, INC.'S MISSION IS TO IMPROVE THE LIVES OF OLDER PEOPLE THROUGH TRAINING, COMMUNITY SERVICE AND EMPLOYMENT. IN SUPPORT OF THIS MISSION, EXPERIENCE WORKS OPERATES JOB TRAINING PROGRAMS, WORK PLACEMENT PROJECTS, VOLUNTEER PROGRAMS, AND OTHER COMMUNITY-BASED PROGRAMS FUNDED THROUGH FEDERAL GRANT AWARDS, STATE CONTRACTS, CORPORATE GRANTS, AND INDIVIDUAL DONORS. 0 0 9230316 SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM (SCSEP) - FEDERAL NATIONAL DIRECT GRANT:THE SCSEP SERVICE MATCHES THE NEEDS OF LOW INCOME INDIVIDUALS AGED 55 AND OLDER WITH PUBLIC AND COMMUNITY BASED AGENCIES TO ENHANCE PARTICIPANT JOB SKILLS AND EMPLOYMENT PROSPECTS WHILE PROVIDING ESSENTIAL COMMUNITY SERVICES. THE SCSEP SERVICE IS IN FURTHERANCE OF AND SUBSTANTIALLY RELATED TO EXPERIENCE WORKS' EXEMPT PURPOSES. 6988360 SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM (SCSEP) - FEDERAL PASS-THROUGH GRANTS THROUGH STATES:SAME AS FEDERAL NATIONAL DIRECT SCSEP GRANT EXCEPT FEDERAL FUNDS ARE ADMINISTERED BY STATE OR LOCAL GOVERNMENTS. THE SCSEP SERVICE IS IN FURTHERANCE OF AND SUBSTANTIALLY RELATED TO EXPERIENCE WORKS' EXEMPT PURPOSES. 423281 RETIRED AND SENIOR VOLUNTEER PROGRAM (RSVP) - FEDERAL DIRECT GRANT:EW OPERATED SENIOR CORP'S RETIRED SENIOR VOLUNTEER PROGRAM (RSVP) IN FLORIDA, MARYLAND, MISSOURI, AND PENNSYLVANIA. THIS PROGRAM PROVIDES THE OPPORTUNITY FOR PEOPLE AGE 55 AND OLDER TO SHARE THEIR TIME AND TALENT IN A WIDE VARIETY OF VOLUNTEER ACTIVITIES. VOLUNTEERS ARE PROVIDED PRE-SERVICE ORIENTATION AND TRAINING AND CAN CHOOSE A LOCATION OR COMMUNITY PROJECT, AS WELL AS THE NUMBER OF HOURS THEY WISH TO SERVE. 6859 20000 PASS-THROUGH OTHER PROGRAMS 6859 20000 16648816 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 10 0 1 2333 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 AR DC FL ID MN MT ND OR PA SD TX VA WY X ROSEMARY A SCHMIDT CFO 7035227272 4401 WILSON BLVD NO 220 ARLINGTON VA 22203 WILLIAM MILLER CHAIRMAN 5.00 X X 0 0 0 CYNTHIA METZLER VICE CHAIRMAN 5.00 X X 0 0 0 MARY ANN WYRSCH SECRETARY & TREASURER 5.00 X X 0 0 0 ROGER NOONAN DIRECTOR 5.00 X 0 0 0 DAVID VELDE DIRECTOR 5.00 X 0 0 0 ETHAN WHITMORE DIRECTOR 5.00 X 0 0 0 SALLY A BOOFER PRESIDENT & CEO 40.00 X 170687 0 41215 ROSEMARY SCHMIDT CFO 40.00 X 124767 0 20248 CRISTAL KURTZ DIRECTOR, HUMAN RESOURCES 40.00 X 124391 0 35634 MARVIN JONES DIR., TRAINING & QUALITY ASSURANCE 40.00 X 105441 0 7381 ANDREA BRIDGEWATER DIRECTOR, NATIONAL OPERATIONS 40.00 X 101655 0 34906 WANDA COX ASSISTANT CONTROLLER 40.00 X 109907 0 3776 736848 0 143160 6 0 1 0 RSM US LLP 1 S WACKER DR SUITE 800 CHICAGO IL 60606 AUDITING/TAX SERVICES 110230 1 18249983 40854 18290837 SUBSCRIPTIONS 900099 20000 20000 20000 25 25 INSURANCE PROCEEDS 900099 490000 490000 490000 18800862 20000 0 490025 401638 2332 399255 51 15626101 14845673 780343 85 196832 144394 52431 7 -582024 -230544 -351472 -8 1247196 1160671 86516 9 142086 16670 125416 77537 750 76787 169008 11949 157059 144190 114276 28834 1080 168523 60310 108213 186228 59821 126405 2 192134 183635 8499 1254 1254 18840 18840 243006 235375 7631 OTHER EXPENSES 67510 35245 32265 TRAINING 14807 7005 7802 18314866 16648816 1664824 1226 1175690 1645568 1187052 342031 1528553 1662182 41714 96982 4892 1800 3937901 3748563 2525352 2249269 1511998 1112747 314000 314000 4351350 3676016 X -424333 72547 10884 0 -413449 72547 3937901 3748563 485996 0 X 0 1 X 1 1 1 X 104366219 97480642 64673487 17910207 18290837 302721392 104366219 97480642 64673487 17910207 18290837 302721392 302721392 895 3880 222 16 25 5038 490000 490000 303216430 174481 0.99840 1.00000 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INSURANCE PROCEEDS - 2018 AMOUNT: $ 490,000. 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MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND HAS CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. GENERALLY, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL TAX EXAMINATIONS BY TAX AUTHORITIES BEFORE 2016. PART XI, LINE 2D - OTHER ADJUSTMENTS: WORKERS' COMPENSATION REFUND INCLUDED IN THE CONSOLIDATED FINANCIAL STMT 399,251. PART XII, LINE 2D - OTHER ADJUSTMENTS: WORKERS' COMPENSATION REFUND INCLUDED IN THE CONSOLIDATED FINANCIAL STMT 399,251. X X 0 0 0 0 0 0 0 0 0 SALLY A BOOFER PRESIDENT & CEO 165856 0 0 0 4831 0 12565 0 32268 0 215520 0 0 0 CRISTAL KURTZ DIRECTOR, HUMAN RESOURCES 123756 0 0 0 635 0 9609 0 36117 0 170117 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 UNDERGOES A NUMBER OF INTERNAL AND EXTERNAL REVIEWS BEFORE IT IS FILED WITH THE IRS. A DRAFT REPORT IS PREPARED BY ORGANIZATION, SUBMITTED TO THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM, RSM US, LLP, FOR PREPARATION AND REVIEW AFTER WHICH A DRAFT 990 IS REVIEWED BY THE ORGANIZATION'S MANAGEMENT. A FINAL DRAFT OF THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EXPERIENCE WORKS MAINTAINS A FORMAL "CONFLICT OF INTEREST" POLICY THAT PROVIDES CLEAR GUIDANCE TO EMPLOYEES CONCERNING CONFLICT OF INTEREST SITUATIONS. THE ORGANIZATION PROMOTES THIS POLICY THROUGH IMPLEMENTATION OF CLEAR SEGREGATION OF DUTIES, INTERNAL CONTROLS, DILIGENT PROGRAM MONITORING AND PERIODIC STAFF TRAINING. ANY CONFLICTS RAISED TO MANAGEMENT'S ATTENTION ARE INVESTIGATED AND RESOLVED ON A TIMELY MANNER. FORM 990, PART VI, SECTION B, LINE 15A MULTIPLE SALARY SURVEYS ARE REVIEWED AND ORGANIZATION APPROPRIATE SALARY RANGES DEVELOPED. INDIVIDUAL SPECIFIC COMPENSATION WITHIN THOSE RANGES IS A FUNCTION OF QUALIFICATIONS AS WELL AS INTERNAL AND EXTERNAL MARKET FACTORS. THE BOARD APPROVES THE COMPENSATION OF THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST THROUGH HUMAN RESOURCES. THE FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE FEDERAL AUDIT CLEARINGHOUSE. SWIFT INNOVATIVE TECHNOLOGIES LLC 4401 WILSON BLVD SUITE 1100 ARLINGTON VA 22203 465734481 TO ADMINISTER & PROVIDE CASE MANAGEMENT, E-LEARNING & CERTIFICATION VA 20000 100 EXPERIENCE WORKS INC