EXPERIENCE WORKS INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- EXPERIENCE WORKS INC (EIN 52-0817955)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-06-20
- IRS object ID
- 201741719349301359
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-20T21:59:24-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9737 WASHINGTONIAN BLVD 400 | AddressLine1Txt |
| City | GAITHERSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208787340 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520817955 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXPERIENCE WORKS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EXPE | BusinessNameControlTxt |
| Phone | 7035227272 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 WILSON BLVD NO 1100 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 222034196 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SALLY A BOOFER | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 7035227272 | PhoneNum |
| Signature | 2017-06-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM E TURCO CPA | PreparerPersonNm |
| PTIN | P00369217 | PTIN |
| Phone | 3012963600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | SALLY A BOOFER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 WILSON BLVD NO 1100 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 222034196 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $97,537,974 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EXPERIENCEWORKS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | IMPROVE THE LIVES OF OLDER PEOPLE THROUGH TRAINING, COMMUNITY SERVICE, AND EMPLOYMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 14231 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $104,366,219 | PYContributionsGrantsAmt |
| CY Contributions Grants | $97,480,644 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $51,031 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $53,450 | CYProgramServiceRevenueAmt |
| PY Investment Income | $895 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,880 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $104,418,145 | PYTotalRevenueAmt |
| CY Total Revenue | $97,537,974 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $98,387,545 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $91,455,348 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $8,072 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,473,950 | PYOtherExpensesAmt |
| CY Other Expenses | $6,255,716 | CYOtherExpensesAmt |
| PY Total Expenses | $106,861,495 | PYTotalExpensesAmt |
| CY Total Expenses | $97,711,064 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,443,350 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$173,090 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,969,447 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,787,886 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,314,216 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,305,745 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$344,769 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$517,859 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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, BLENDED LEARNING TRAINING PROGRAMS, VOLUNTEER PROGRAMS, AND OTHER COMMUNITY-BASED PROGRAMS FUNDED THROUGH FEDERAL GRANT AWARDS, STATE CONTRACTS, CORPORATE GRANTS, AND INDIVIDUAL DONORS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $78,375,631 | ExpenseAmt |
| Desc | SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM (SCSEP)- FEDERAL NATIONAL DIRECT GRANT: THE SCSEP SERVICE MATCHES THE NEEDES 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 PURPORSES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,938,804 | ExpenseAmt |
| Desc | 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 PURPORSES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $364,473 | ExpenseAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | DescDesc | RevenueRevenueAmt |
|---|---|---|
| $91,258 | BLENDED LEARNING PILOT PROGRAM | |
| $22,173 | TEXAS HEALTH EMPLOYMENT TRAINING INITIATIVE GRANT | |
| $11,423 | MONTANA JOB DEVELOPER SUPPLEMENTAL GRANT | |
| $101,924 | OTHER | $53,450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $226,778 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $53,450 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $91,905,686 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 79 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 14231 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSEMARY A SCHMIDT CONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7036822500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 WILSON BLVD NO 1100 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 222034196 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ROGER NOONAN | |||||||
| CHAIRMAN FROM 07/20/15 | 5.00 | Yes (X) | Yes (X) | $3,050 | $0 | $0 | |
| PHILLIP KLUTTS | |||||||
| CHAIRMAN UNTIL 07/20/15 | 5.00 | Yes (X) | Yes (X) | $16,548 | $0 | $0 | |
| KENT WRIGHT | |||||||
| VICE CHAIRMAN FROM 07/20/15 | 5.00 | Yes (X) | Yes (X) | $3,050 | $0 | $0 | |
| MARY ANN WYRSCH | |||||||
| SECRETARY FROM 9/18/15 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RUTH ANN WEFALD | |||||||
| SECRETARY UNTIL 07/20/15 | 5.00 | Yes (X) | Yes (X) | $5,825 | $0 | $0 | |
| SHANE BATEMAN | |||||||
| TREASURER FROM 05/18/16 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEFF KNUDSON | |||||||
| TREASURER UNTIL 09/18/15 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DOUG ANDERTON | |||||||
| TREASURER UNTIL 07/03/15 | 5.00 | Yes (X) | Yes (X) | $28,187 | $0 | $0 | |
| DAVID VELDE | |||||||
| MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| CYNTHIA METZLER | |||||||
| MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| SALLY BOOFER | |||||||
| PRESIDENT & CEO FROM 08/10/15 | 40.00 | Yes (X) | $70,365 | $0 | $13,113 | ||
| SARAH A BIGGERS | |||||||
| CEO UNTIL 08/06/2015 | 40.00 | Yes (X) | $125,095 | $0 | $21,114 | ||
| RICHARD SCHORR | |||||||
| CFO FROM 11/23/2015 | 40.00 | Yes (X) | $16,301 | $0 | $135 | ||
| RAMON NAVARRO | |||||||
| CFO UNTIL 08/05/2015 | 40.00 | Yes (X) | $94,333 | $0 | $0 | ||
| PAUL DELPONTE | |||||||
| DIRECTOR, COMMUNICATIONS & OUTREACH | 40.00 | $122,170 | $0 | $30,238 | Yes (X) | ||
| LITA KLEGER | |||||||
| DIRECTOR, PROGRAM DEVELOPMENT | 40.00 | $103,785 | $0 | $35,948 | Yes (X) | ||
| MARVIN R JONES | |||||||
| DIRECTOR, TRAINING & QA | 40.00 | $102,239 | $0 | $37,443 | Yes (X) | ||
| UNA JOHANNESDOTTIR | |||||||
| SR PROGRAMMER/ANALYST | 40.00 | $101,811 | $0 | $30,711 | Yes (X) | ||
| RONALD FLOWERS | |||||||
| ASST. DIRECTOR, PROGRAM OPERATIONS | 40.00 | $103,309 | $0 | $17,003 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $896,068 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $185,705 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GORDON & REES | |||||
| 275 BATTERY STREET 20TH FLOOR | SAN FRANCISCO | CA | 94111 | LEGAL SERVICES | $282,236 |
| INFOR (US) INC | |||||
| POBOX 1450 NW 7418 | MINEAPOLIS | MN | 554857418 | SOFTWARE MAINTENANCE | $159,924 |
| ADP | |||||
| POBOX 7247-0372 | PHILADELPHIA | PA | 191700372 | PAYROLL RELATED SERVICE | $100,537 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $97,451,846 | GovernmentGrantsAmt |
| All Other Contributions | $28,798 | AllOtherContributionsAmt |
| Total Contributions | $97,480,644 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUBSCRIPTIONS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $53,450 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $53,450 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $53,450 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,880 | TotalRevenueColumnAmt |
| Exclusion | $3,880 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $97,537,974 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $53,450 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,880 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $357,733 | TotalAmt |
| Management And General | $356,554 | ManagementAndGeneralAmt |
| Fundraising | $1,179 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,972,268 | TotalAmt |
| Program Services | $74,538,897 | ProgramServicesAmt |
| Management And General | $2,428,706 | ManagementAndGeneralAmt |
| Fundraising | $4,665 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $697,369 | TotalAmt |
| Program Services | $581,774 | ProgramServicesAmt |
| Management And General | $115,344 | ManagementAndGeneralAmt |
| Fundraising | $251 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,419,827 | TotalAmt |
| Program Services | $6,861,915 | ProgramServicesAmt |
| Management And General | $556,621 | ManagementAndGeneralAmt |
| Fundraising | $1,291 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,008,151 | TotalAmt |
| Program Services | $5,800,664 | ProgramServicesAmt |
| Management And General | $207,104 | ManagementAndGeneralAmt |
| Fundraising | $383 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $511,805 | TotalAmt |
| Program Services | $285,818 | ProgramServicesAmt |
| Management And General | $225,987 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,975 | TotalAmt |
| Management And General | $111,975 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000 | TotalAmt |
| Management And General | $1,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $457,201 | TotalAmt |
| Program Services | $94,861 | ProgramServicesAmt |
| Management And General | $362,340 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,124,162 | TotalAmt |
| Program Services | $980,912 | ProgramServicesAmt |
| Management And General | $143,346 | ManagementAndGeneralAmt |
| Fundraising | -$96 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $869,042 | TotalAmt |
| Program Services | $297,195 | ProgramServicesAmt |
| Management And General | $571,847 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,357,001 | TotalAmt |
| Program Services | $957,178 | ProgramServicesAmt |
| Management And General | $399,427 | ManagementAndGeneralAmt |
| Fundraising | $396 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,050,389 | TotalAmt |
| Program Services | $939,348 | ProgramServicesAmt |
| Management And General | $111,041 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,943 | TotalAmt |
| Program Services | $9,096 | ProgramServicesAmt |
| Management And General | $2,847 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $525 | TotalAmt |
| Management And General | $525 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,131 | TotalAmt |
| Management And General | $150,131 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $425,954 | TotalAmt |
| Program Services | $394,947 | ProgramServicesAmt |
| Management And General | $31,007 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER EXPENSES | $123,018 | $109,504 | $13,511 | $3 |
| TRAINING | $61,570 | $53,577 | $7,993 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,711,064 | TotalAmt |
| Program Services | $91,905,686 | ProgramServicesAmt |
| Management And General | $5,797,306 | ManagementAndGeneralAmt |
| Fundraising | $8,072 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,472,727 | BOYAmt |
| EOY | $776,808 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $20,000 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,488,645 | BOYAmt |
| EOY | $2,141,701 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,318 | BOYAmt |
| EOY | $1,776 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,934 | BOYAmt |
| EOY | $575,911 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $922,650 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $716,859 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $355,922 | BOYAmt |
| EOY | $205,791 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288,901 | BOYAmt |
| EOY | $65,899 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,969,447 | BOYAmt |
| EOY | $3,787,886 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,860,743 | BOYAmt |
| EOY | $3,274,844 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $479 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $452,994 | BOYAmt |
| EOY | $1,030,901 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,314,216 | BOYAmt |
| EOY | $4,305,745 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$385,792 | BOYAmt |
| EOY | -$528,743 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,023 | BOYAmt |
| EOY | $10,884 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$344,769 | BOYAmt |
| EOY | -$517,859 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,969,447 | BOYAmt |
| EOY | $3,787,886 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$173,090 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $121,634,320 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $106,492,575 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $100,547,442 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $104,366,219 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $97,480,642 | CurrentTaxYearAmt |
| Total | $530,521,198 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $121,634,320 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $106,492,575 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $100,547,442 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $104,366,219 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $97,480,642 | CurrentTaxYearAmt |
| Total | $530,521,198 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $530,521,198 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $776,022 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $588,862 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,041 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $895 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,880 | CurrentTaxYearAmt |
| Total | $1,370,700 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $531,891,898 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $104,481 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99740 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99650 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,724 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,724 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $97,708,340 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $97,711,064 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $77,436 | CurrentYearMinus3Amt |
| Current Year Minus2 | $35,822 | CurrentYearMinus2Amt |
| Current Year Minus1 | $28,979 | CurrentYearMinus1Amt |
| Current Year | $2,724 | CurrentYearAmt |
| Total | $144,961 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $674,650 | OtherCostOrOtherBasisAmt |
| Depreciation | $551,526 | DepreciationAmt |
| Book Value | $123,124 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $248,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $165,333 | DepreciationAmt |
| Book Value | $82,667 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $205,791 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $273,950 |
| DEFERRED COMPENSATION | $56,951 |
| LINE OF CREDIT | $700,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,030,901 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $97,537,974 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $97,537,974 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $97,537,974 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $97,711,064 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $97,711,064 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $97,711,064 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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, 2016. 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 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 2013. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL DELPONTE | PersonNm |
| Title | DIRECTOR, COMMUNICATIONS & OUTREACH | TitleTxt |
| Base Compensation Filing Org | $121,390 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $780 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $2,060 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $31,126 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $155,356 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, PART VI, AND PART VII - BOARD COUNT | A TOTAL OF TEN PERSONS SERVED ON THE BOARD OF DIRECTORS DURING THE FISCAL YEAR. THOSE TEN ARE SHOWN IN PART VII OF FORM 990. AS OF JUNE 30, 2016 THERE WERE A TOTAL OF SIX VOTING BOARD MEMBERS SERVING THE ORGANIZATION AS DISCLOSED IN PART VI, LINES 1A & 1B, AND PART I, LINES 3 & 4. |
| FORM 990, PAGE 1, AMENDED RETURN EXPLANATION | THE 2015 FORM 990 IS BEING AMENDED TO ADJUST THE FOLLOWING: IN PART IV, LINES 11F AND 12A HAVE BEEN UPDATED TO INDICATE THE ORGANIZATION RECEIVED A FINANCIAL AUDIT. IN PART IX OF THE FORM 990 THE EXPENSES OF THE ORGANIZATION HAVE MODIFIED TO SHOW UPDATED ALLOCATIONS. PART III OF THE FORM 990 WAS ALSO ADJUSTED TO REFLECT THE UPDATED EXPENSE ALLOCATIONS. IN PART VIII, OF THE FORM 990 THE INCOME OF THE ORGANIZATION SHOWS UPDATED INCOME ALLOCATIONS. IN PART X OF THE FORM 990 AMOUNTS WERE MODIFIED TO SHOW AN UPDATED PRESENTATION THE ASSET AND THE LIABILITIES. IN PART XII OF THE FORM 990, LINES 2B, 2C, 3A AND 3B HAVE BEEN CHANGED TO "YES" ANSWERS TO INDICATE THE ORGANIZATION RECEIVED BOTH A FINANCIAL AUDIT AS WELL AS THE AN A-133 AUDIT. IN SCHEDULE D, PARTS X (LINE 2) XI, XII, AND XIII HAVE BEEN UPDATED TO REFLECT THE REQUIRED REPORTING OF AN ORGANIZATION THAT HAS RECEIVED A FINANCIAL AUDIT AS WELL AS AN A-133 AUDIT. |
| FORM 990, PART VI, SECTION B, LINE 11 | 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. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWIFT INNOVATIVE TECHNOLOGIES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 WILSON BLVD SUITE 1100 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465734481 | EIN |
| Primary Activities | TO ADMINISTER & PROVIDE CASE MANAGEMENT, E-LEARNING & CERTIFICATION | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Total Income | $53,450 | TotalIncomeAmt |
| End Of Year Assets | $179,446 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXPERIENCE WORKS INC | BusinessNameLine1Txt |