2017-06-20T21:59:24-05:00 2016-06-30 420714325 RSM US LLP 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 208787340 990 2015-07-01 520817955 EXPERIENCE WORKS INC EXPE 7035227272 4401 WILSON BLVD NO 1100 ARLINGTON VA 222034196 SALLY A BOOFER PRESIDENT AND CEO 7035227272 2017-06-19 1 WILLIAM E TURCO CPA P00369217 3012963600 2015 2018-03-14 21:41:22Z X SALLY A BOOFER 4401 WILSON BLVD NO 1100 ARLINGTON VA 222034196 97537974 0 X WWW.EXPERIENCEWORKS.ORG X 1965 DC IMPROVE THE LIVES OF OLDER PEOPLE THROUGH TRAINING, COMMUNITY SERVICE, AND EMPLOYMENT. 6 6 14231 6 0 0 104366219 97480644 51031 53450 895 3880 0 0 104418145 97537974 0 0 0 0 98387545 91455348 0 0 8072 8473950 6255716 106861495 97711064 -2443350 -173090 6969447 3787886 7314216 4305745 -344769 -517859 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, BLENDED LEARNING TRAINING PROGRAMS, VOLUNTEER PROGRAMS, AND OTHER COMMUNITY-BASED PROGRAMS FUNDED THROUGH FEDERAL GRANT AWARDS, STATE CONTRACTS, CORPORATE GRANTS, AND INDIVIDUAL DONORS. 0 0 78375631 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. 12938804 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. 364473 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. 91258 BLENDED LEARNING PILOT PROGRAM 22173 TEXAS HEALTH EMPLOYMENT TRAINING INITIATIVE GRANT 11423 MONTANA JOB DEVELOPER SUPPLEMENTAL GRANT 101924 53450 OTHER 226778 53450 91905686 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 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 79 0 1 14231 1 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 AL AR AZ CA CO CT DC DE FL GA IA ID IL IN KS KY LA MA MD ME MI MS MN MO MT NC ND NE NJ NH NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV WY X ROSEMARY A SCHMIDT CONTROLLER 7036822500 4401 WILSON BLVD NO 1100 ARLINGTON VA 222034196 ROGER NOONAN CHAIRMAN FROM 07/20/15 5.00 X X 3050 0 0 PHILLIP KLUTTS CHAIRMAN UNTIL 07/20/15 5.00 X X 16548 0 0 KENT WRIGHT VICE CHAIRMAN FROM 07/20/15 5.00 X X 3050 0 0 MARY ANN WYRSCH SECRETARY FROM 9/18/15 5.00 X X 0 0 0 RUTH ANN WEFALD SECRETARY UNTIL 07/20/15 5.00 X X 5825 0 0 SHANE BATEMAN TREASURER FROM 05/18/16 5.00 X X 0 0 0 JEFF KNUDSON TREASURER UNTIL 09/18/15 5.00 X X 0 0 0 DOUG ANDERTON TREASURER UNTIL 07/03/15 5.00 X X 28187 0 0 DAVID VELDE MEMBER 5.00 X 0 0 0 CYNTHIA METZLER MEMBER 5.00 X 0 0 0 SALLY BOOFER PRESIDENT & CEO FROM 08/10/15 40.00 X 70365 0 13113 SARAH A BIGGERS CEO UNTIL 08/06/2015 40.00 X 125095 0 21114 RICHARD SCHORR CFO FROM 11/23/2015 40.00 X 16301 0 135 RAMON NAVARRO CFO UNTIL 08/05/2015 40.00 X 94333 0 0 PAUL DELPONTE DIRECTOR, COMMUNICATIONS & OUTREACH 40.00 X 122170 0 30238 LITA KLEGER DIRECTOR, PROGRAM DEVELOPMENT 40.00 X 103785 0 35948 MARVIN R JONES DIRECTOR, TRAINING & QA 40.00 X 102239 0 37443 UNA JOHANNESDOTTIR SR PROGRAMMER/ANALYST 40.00 X 101811 0 30711 RONALD FLOWERS ASST. DIRECTOR, PROGRAM OPERATIONS 40.00 X 103309 0 17003 896068 0 185705 6 0 1 0 GORDON & REES 275 BATTERY STREET 20TH FLOOR SAN FRANCISCO CA 94111 LEGAL SERVICES 282236 INFOR (US) INC POBOX 1450 NW 7418 MINEAPOLIS MN 554857418 SOFTWARE MAINTENANCE 159924 ADP POBOX 7247-0372 PHILADELPHIA PA 191700372 PAYROLL RELATED SERVICE 100537 3 97451846 28798 97480644 SUBSCRIPTIONS 900099 53450 53450 53450 3880 3880 97537974 53450 0 3880 357733 356554 1179 76972268 74538897 2428706 4665 697369 581774 115344 251 7419827 6861915 556621 1291 6008151 5800664 207104 383 511805 285818 225987 111975 111975 1000 1000 457201 94861 362340 1124162 980912 143346 -96 869042 297195 571847 1357001 957178 399427 396 1050389 939348 111041 11943 9096 2847 525 525 150131 150131 425954 394947 31007 OTHER EXPENSES 123018 109504 13511 3 TRAINING 61570 53577 7993 97711064 91905686 5797306 8072 3472727 776808 20000 2488645 2141701 134318 1776 228934 575911 922650 716859 355922 205791 288901 65899 6969447 3787886 6860743 3274844 479 452994 1030901 7314216 4305745 X -385792 -528743 41023 10884 -344769 -517859 6969447 3787886 -173090 0 X 0 1 X 1 1 1 X 121634320 106492575 100547442 104366219 97480642 530521198 121634320 106492575 100547442 104366219 97480642 530521198 530521198 776022 588862 1041 895 3880 1370700 531891898 104481 0.99740 0.99650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2724 2724 97708340 97711064 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 77436 35822 28979 2724 144961 250000 250000 250000 250000 1000000 1500000 674650 551526 123124 248000 165333 82667 205791 DEFERRED RENT 273950 DEFERRED COMPENSATION 56951 LINE OF CREDIT 700000 1030901 X 97537974 0 97537974 0 97537974 97711064 0 97711064 0 97711064 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, 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. X X 0 0 0 0 0 0 0 0 0 PAUL DELPONTE DIRECTOR, COMMUNICATIONS & OUTREACH 121390 0 0 0 780 0 2060 0 31126 0 155356 0 0 0 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. SWIFT INNOVATIVE TECHNOLOGIES LLC 4401 WILSON BLVD SUITE 1100 ARLINGTON VA 22203 465734481 TO ADMINISTER & PROVIDE CASE MANAGEMENT, E-LEARNING & CERTIFICATION VA 53450 179446 EXPERIENCE WORKS INC