2019-05-15T14:40:53-05:00 2018-06-30 420714325 RSM US LLP 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 20878 990 2017-07-01 520817955 EXPERIENCE WORKS INC EXPE 7035227272 4401 WILSON BLVD NO 220 ARLINGTON VA 22203 SALLY A BOOFER PRESIDENT AND CEO 7035227272 2019-05-15 1 WILLIAM E TURCO CPA P00369217 3012963600 66.98.98.9 2019-05-15 12:51:26 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 00BFBB601F26E6691F3C42FDB75EEBE807206D5E 2017 2019-02-21 02:37:17Z SALLY A BOOFER 4401 WILSON BLVD NO 220 ARLINGTON VA 22203 17930223 0 X WWW.EXPERIENCEWORKS.ORG X 1965 DC IMPROVE THE LIVES OF OLDER PEOPLE THROUGH TRAINING, COMMUNITY SERVICE, AND EMPLOYMENT. 6 6 8591 6 0 8840 64673487 17910207 30000 20000 -66682 16 0 0 64636805 17930223 0 0 0 0 60101758 16401575 0 0 3654 4422903 1536382 64524661 17937957 112144 -7734 3395474 3937901 3801189 4351350 -405715 -413449 X SEE SCHEDULE OEXPERIENCE 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 8679556 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. 7658194 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. 496045 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. 1436 20000 PASS-THROUGH OTHER PROGRAMS 1436 20000 16835231 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 8591 1 1 1 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 CONTROLLER 7036822500 4401 WILSON BLVD STE 220 ARLINGTON VA 222034196 ROGER NOONAN CHAIRMAN FROM 7/2015 5.00 X X 0 0 0 DAVID VELDE VICE CHAIRMAN FROM 7/2016 5.00 X X 0 0 0 MARY ANN WYRSCH SECRETARY FROM 9/2015 5.00 X X 0 0 0 WILLIAM MILLER TREASURER FROM 12/2016 5.00 X X 0 0 0 CYNTHIA METZLER MEMBER 5.00 X X 0 0 0 BOB KUYLEN MEMBER 5.00 X X 0 0 0 SALLY A BOOFER PRESIDENT & CEO 40.00 X 175177 0 56578 ROSEMARY SCHMIDT CONTROLLER 40.00 X 128507 0 28573 CRISTAL KURTZ DIRECTOR, HUMAN RESOURCES 40.00 X 132494 0 51339 MARVIN JONES DIR., TRAINING & QUALITY ASSURANCE 40.00 X 105456 0 12324 ANDREA BRIDGEWATER DIRECTOR, NATIONAL OPERATIONS 40.00 X 102470 0 48018 644104 0 196832 5 0 1 0 GORDON & REES LLP 111 BROADWAY STE 1700 OAKLAND CA 94607 LEGAL SERVICES 158573 RSM US LLP 1861 INTERNATIONAL DRIVE SUITE 400 MCLEAN VA 22102 AUDITING/TAX SERVICES 141730 ADP PO BOX 842875 BOSTON MA 022842875 PAYROLL RELATED SERVICE 101562 3 17862567 47640 17910207 SUBSCRIPTIONS 900099 20000 20000 20000 16 16 17930223 20000 0 16 333227 257252 75963 12 15249290 13924521 1324063 706 208231 124852 83336 43 -624780 573931 -1198884 173 1235607 1128334 107230 43 96710 58017 38693 92002 92002 220214 41812 178402 190691 139564 49710 1417 254483 69575 184908 160545 64018 96527 200129 197185 2944 6698 6698 18840 18840 249732 235950 13782 OTHER EXPENSES 42331 9515 31556 1260 TRAINING 4007 4007 17937957 16835231 1099072 3654 836886 1175690 749794 1187052 1713997 1528553 32287 41714 62510 4892 3395474 3937901 1750261 2525352 1677601 1511998 314000 314000 59327 0 3801189 4351350 X -416599 -424333 10884 10884 -405715 -413449 3395474 3937901 -7734 0 X 0 1 X 1 1 1 X 100547442 104366219 97480642 64673487 17910207 384977997 100547442 104366219 97480642 64673487 17910207 384977997 384977997 1041 895 3880 222 16 6054 384984051 154481 1.00000 0.99870 X 0 0 0 0 1000000 1000000 1000000 3000000 4500000 28979 2724 133 31836 250000 250000 250000 750000 1125000 0 X 18346487 250661 165603 416264 17930223 0 17930223 18354221 250661 165603 416264 17937957 0 17937957 PART X, LINE 2: EW IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE). EW HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME, WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE TAX INCOME. EW DID NOT HAVE ANY NET UNRELATED BUSINESS INCOME FOR THE YEAR ENDED JUNE 30, 2018. THE LLC IS A SINGLE MEMBER LIMITED LIABILITY COMPANY WHICH IS A DISREGARDED ENTITY FOR TAX PURPOSES AND, THEREFORE, IS NOT SUBJECT TO INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATIONS 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 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: WORKERS' COMPENSATION REFUND INCLUDED IN THE CONSOLIDATED FINANCIAL STMT 165,603. PART XII, LINE 2D - OTHER ADJUSTMENTS: WORKERS' COMPENSATION REFUND INCLUDED IN THE CONSOLIDATED FINANCIAL STMT 165,603. X X 0 0 0 0 0 0 0 0 0 SALLY A BOOFER PRESIDENT & CEO 172249 0 0 0 2928 0 18812 0 42826 0 236815 0 0 0 ROSEMARY SCHMIDT CONTROLLER 126816 0 0 0 1691 0 12588 0 19808 0 160903 0 0 0 CRISTAL KURTZ DIRECTOR, HUMAN RESOURCES 131849 0 0 0 645 0 14579 0 39537 0 186610 0 0 0 ANDREA BRIDGEWATER DIRECTOR, NATIONAL OPERATIONS 102160 0 0 0 310 0 11227 0 37167 0 150864 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