2025-11-13T15:48:26-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 1145 BROADWAY SUITE 1300 TACOMA WA 98402 990 2024-01-01 030440761 GENESYS WORKS GENE 7133770522 1710 KELLER PARKWAY 2233 KELLER TX 76248 JEFF ARTIS CHIEF EXECUTIVE OFFICER 7133770522 2025-11-12 1 1 ROSALINDA MARIKAR CPA P01684134 2532721555 2025-11-12 2024 2025-03-06 01:10:19Z X JEFF ARTIS 1710 KELLER PARKWAY 2233 KELLER TX 76248 24009541 0 5640 X WWW.GENESYSWORKS.ORG X 2002 TX TO PROVIDE PATHWAYS TO CAREER SUCCESS FOR HIGH SCHOOL STUDENTS IN UNDERSERVED COMMUNITIES. 14 13 454 607 0 0 6251891 16528543 6014609 6997772 71598 353840 9408 57372 12347506 23937527 0 211678 0 0 8233837 10821105 41275 29100 2024076 3349327 3816557 11624439 14878440 723067 9059087 6016958 15080455 1349637 1354047 4667321 13726408 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 8182171 211678 6997772 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, TULSA, JACKSONVILLE, 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. 8182171 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 1 0 0 1 51 0 1 454 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 1 0 0 0 0 1 0 0 1 1 1 1 1 1 1 1 1 1 0 X X MACKENZIE BETRONE 8164907020 1710 KELLER PARKWAY 2233 KELLER TX 76248 ARTIS JEFFREY H CHIEF EXECUTIVE OFFICER 40.00 2.00 X X 355227 0 22637 DAN NOTTKE BOARD CHAIR 1.00 0.00 X X 0 0 0 RICHARD RAWSON CHAIR EMERITUS 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 (THRU 8/2024) 1.00 0.00 X 0 0 0 DANIEL RYAN 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 ARCHIE JONES DIRECTOR 1.00 0.00 X 0 0 0 ROGER NICHOLSON DIRECTOR 1.00 0.00 X 0 0 0 MEEGHAN PRUNTY DIRECTOR 1.00 0.00 X 0 0 0 STEPHEN SPENGLER DIRECTOR 1.00 0.00 X 0 0 0 MICHELLE VILLAGRAN DIRECTOR 1.00 0.00 X 0 0 0 BETRONE-HARPST' MACKENZIE CHIEF OF STAFF 40.00 0.00 X 124800 0 4441 FELIX CIRILLO CHIEF INFORMATION OFFICER 40.00 0.00 X 178703 0 11404 GRANT JAMESON J CHIEF STRATEGIC GROWTH OFFICER 40.00 0.00 X 185673 0 5290 WALDRON SELVON EXECUTIVE DIRECTOR - GWNCR 40.00 0.00 X 197194 0 12073 GROSS MICHAEL EXECUTIVE DIRECTOR - GWNYC 40.00 0.00 X 201209 0 1096 STEFANY WILLIAMS CHIEF FINANCIAL OFFICER 40.00 0.00 X 195049 0 12110 AMANDA SNEAD CHIEF SERVICES OFFICER 40.00 0.00 X 201657 0 7097 THOMAS KNIGHT MANAGING DIRECTOR, SITE OPERATIONS 40.00 0.00 X 182641 0 9536 KARNIKA IYENGAR EXECUTIVE DIRECTOR 40.00 0.00 X 143110 0 9263 YVETTE MCCLYMONT CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 110639 0 5748 ALEXANDRA RUDNICK EXECUTIVE DIRECTOR 40.00 0.00 X 105148 0 5347 STUART ANDREW DIRECTOR OF SYSTEMS ARCHITECTURE 40.00 0.00 X 128315 0 10937 COLLINS CHRISTOPHER DIRECTOR OF NATIONAL PHILANTHROPY 40.00 0.00 X 155720 0 10780 STEBBINS JANET ADVISOR 40.00 0.00 X 131690 0 13170 LATAREWICZ STEPHANIE T DIRECTOR OF HR 40.00 0.00 X 152275 0 11685 WOLFE JENNIFER R SR. DIRECTOR, INSTITUTIONAL GIVING 40.00 0.00 X 141960 0 4999 2891010 0 157613 26 0 1 0 FORVIS LLP 910 E ST LOUS ST SUITE 400 SPRINGFIELD MI 65806 TECHNICAL AND FINANCIAL INFRASTRUCTURE R 348407 COASTAL CLOUD LLC 1 HAMMOCK BEACH PKWY SUITE 200 PALM COAST FL 32137 TECHNICAL AND SALESFORCE INFRASTRUCTURE 335644 KOYA LEADERSHIP PARTNERS LLC 2005 MARKET STREET SUITE 3300 PHILADELPHIA PA 19103 RECRUITER SERVICES 121466 ELEMENT 78 LLC 2211 YORK RD SUITE 200 OAK BROOK IL 60523 OUTSOURCED ACCOUNTING SERVICES 102638 4 164733 2595256 13768554 323312 16528543 EDUCATIONAL REVENUE 611710 3835611 3835611 AFFILIATE PROGRAM FEES 611710 3162161 3162161 6997772 353840 353840 108775 0 108775 108775 108775 0 164733 72014 -72014 -72014 MISCELLANEOUS INCOME (LOSS) 900099 20611 20611 20611 23937527 6997772 0 411212 211678 211678 2266987 670611 1165958 430418 7433519 4855029 1456329 1122161 71643 34061 10898 26684 372306 174301 126114 71891 676650 392151 172300 112199 1449 32 1417 286723 286723 29100 29100 1154701 540416 475940 138345 40987 30053 6172 4762 47366 34932 11808 626 954800 534098 420702 201511 111885 74211 15415 139872 117751 19419 2702 411072 131759 230676 48637 64959 28343 36616 91588 8423 83165 OTHER EXPENSE 265055 196073 48832 20150 SUPPLIES 142015 110116 30913 986 BAD DEBT 14459 459 14000 14878440 8182171 4672193 2024076 748273 3087077 3401420 5066650 176500 77000 435575 910301 356779 878807 507874 420549 152285 87325 4428822 746126 544473 6016958 15080455 576225 771799 64034 773412 518214 1349637 1354047 X 2581728 12494971 2085593 1231437 4667321 13726408 6016958 15080455 9059087 0 X 0 1 X 1 0 X 5138143 6706205 5310216 6251891 16528543 39934998 950949 1153036 4417540 6014609 6997772 19533906 6089092 7859241 9727756 12266500 23526315 59468904 76606 110888 126176 278200 94139 686009 68893 45404 230611 492570 68739 906217 145499 156292 356787 770770 162878 1592226 57876678 2621 28537 56950 142785 462615 693508 2621 28537 56950 142785 462615 693508 1802 -4098 5885 20611 24200 6091713 7889580 9780608 12415170 24009541 60186612 0.96160 0.95980 0.01150 0.00550 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 1,802. 2022 AMOUNT: $ -4,098. 2023 AMOUNT: $ 5,885. 2024 AMOUNT: $ 20,611. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 355189 7246 3144 365579 0 352026 3163 355189 0.00000 1.00000 0.00000 0 0 198400 170059 28341 30776 30776 0 278698 219714 58984 87325 LEASE LIABILITY 518214 518214 X PART V, LINE 4: THE ENDOWMENT CONSISTS OF DONOR-RESTRICTED FUNDS ESTABLISHED TO PROVIDE FOR THE LONG-TERM SUPPORT OF GENESYS AND ITS PROGRAMS. 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, 2024 AND 2023, 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 21600 -21600 SAMANTHA ANNE JANG 4569 VISTA ST SAN DIEGO CA 92116 PROSPECT RESEARCH AND GRANT WRITING 0 0 7500 -7500 29100 -29100 DC MD NY VA BREAKING THROUGH - NCR 86333 86333 44356 7235 DRAFT DAY - BAY AREA 37400 37400 5000 1419 3 41000 41000 11575 490 1939 164733 164733 60931 490 10593 72014 -72014 0 GENESYS WORKS NATIONAL 1710 KELLER PARKWAY KELLER TX 76248 030440761 501(C)(3) 211678 0 GENERAL OPERATIONS X X X 0 0 0 1 0 1 0 0 0 ARTIS JEFFREY H CHIEF EXECUTIVE OFFICER 355227 0 0 0 0 0 10350 0 12287 0 377864 0 0 0 WALDRON SELVON EXECUTIVE DIRECTOR - GWNCR 179524 0 17670 0 0 0 5959 0 6114 0 209267 0 0 0 AMANDA SNEAD CHIEF SERVICES OFFICER 201657 0 0 0 0 0 0 0 7097 0 208754 0 0 0 STEFANY WILLIAMS CHIEF FINANCIAL OFFICER 195049 0 0 0 0 0 5974 0 6136 0 207159 0 0 0 GROSS MICHAEL EXECUTIVE DIRECTOR - GWNYC 175490 0 25719 0 0 0 0 0 1096 0 202305 0 0 0 THOMAS KNIGHT MANAGING DIRECTOR, SITE OPERATIONS 182641 0 0 0 0 0 0 0 9536 0 192177 0 0 0 GRANT JAMESON J CHIEF STRATEGIC GROWTH OFFICER 185673 0 0 0 0 0 3688 0 1602 0 190963 0 0 0 FELIX CIRILLO CHIEF INFORMATION OFFICER 178703 0 0 0 0 0 0 0 11404 0 190107 0 0 0 COLLINS CHRISTOPHER DIRECTOR OF NATIONAL PHILANTHROPY 155720 0 0 0 0 0 4690 0 6090 0 166500 0 0 0 LATAREWICZ STEPHANIE T DIRECTOR OF HR 152275 0 0 0 0 0 4650 0 7035 0 163960 0 0 0 KARNIKA IYENGAR EXECUTIVE DIRECTOR 143110 0 0 0 0 0 2520 0 6743 0 152373 0 0 0 PART I, LINE 5 OFFICERS RECEIVE PERFORMANCE BONUSES BASED ON MANY KEY PERFORMANCE METRICS APPROVED BY THE BOARD OF DIRECTORS. PART I, LINE 6 OFFICERS RECEIVE PERFORMANCE BONUSES BASED ON MANY KEY PERFORMANCE METRICS APPROVED BY THE BOARD OF 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. X BUSINESS RECEIVEABLES AND LIABILITIES 1 323312 NET BOOK VALUE 0 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPORTED IS BASED ON THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 4 EFFECTIVE 06/30/2024, GENESYS WORKS BAY AREA MERGED INTO ITS PARENT ORGANIZATION, GENESYS WORKS. THE ORGANIZATION ASSUMED ALL ASSETS AND LIABILITIES AS OF THE MERGER DATE. 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 12C EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT THAT AFFIRMS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST AND MUST BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD-DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OR COMMITTEE MEETING, BUT AFTER SUCH PRESENTATION, HE OR SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE CONFLICT OF INTEREST. THE NOMINATING AND GOVERNANCE COMMITTEE REVIEWS COMPLIANCE WITH THIS POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION PARTNERED WITH HUB INTERNATIONAL TO COMPLETE A COMPREHENSIVE COMPENSATION GUIDE THAT PROVIDES A FRAMEWORK FOR CONSISTENT COMPENSATION FOR NEW HIRES AND CURRENT EMPLOYEES. THE REVIEW WAS CREATED USING COMPARABILITY DATA AND INDEPENDENT REVIEWS. THIS COMPENSATION REVIEW APPLIES TO EXECUTIVE LEADERSHIP AND KEY EMPLOYEES WITHIN THE ORGANIZATION. 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. 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 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 1 GENESYS WORKS CHICAGO L 681266 GENESYS WORKS HOUSTON L 827280 GENESYS WORKS TWIN CITIES L 1383268