2016-05-09T19:08:08-05:00 2015-06-30 420714325 RSM US LLP 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 208787340 990 2014-07-01 520817955 EXPERIENCE WORKS INC EXPE 7035227272 4401 WILSON BLVD NO 1100 ARLINGTON VA 222034196 RICHARD SCHORR CHIEF FINANCIAL OFFICER 7035227272 2016-05-09 1 WILLIAM E TURCO CPA P00369217 3012963600 2014 2016-08-17 19:52:53Z SARAH A BIGGERS 4401 WILSON BLVD NO 1100 ARLINGTON VA 222034196 104418145 0 X WWW.EXPERIENCEWORKS.ORG X 1965 DC IMPROVE THE LIVES OF OLDER PEOPLE THROUGH TRAINING, COMMUNITY SERVICE, AND EMPLOYMENT. 4 0 14783 0 0 0 100547442 104366219 0 51031 1041 895 0 0 100548483 104418145 0 0 0 0 92706489 98387545 0 0 477 8182395 8473950 100888884 106861495 -340401 -2443350 8843626 6969447 6745045 7314216 2098581 -344769 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 79592829 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. 18352394 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. 1343535 SCSEP PROGRAM EXPENSES FUNDED BY EXPERIENCE WORKS UNRESTRICTED FUNDS:SAME AS FEDERAL NATIONAL DIRECT SCSEP GRANT EXCEPT THEY WERE FUNDED BY EXPERIENCE WORKS UNRESTRICTED FUNDS. 158299 BLENDED LEARNING PILOT PROGRAM FUNDED BY RECAPTURED FUNDS 170062 TEXAS HEALTH EMPLOYMENT TRAINING INITIATIVE GRANT 158823 SUPPLEMENTAL GRANTS - MT JOB DEVELOPER AND MN 126418 RETIRED & SENIOR VOLUNTEER PROGRAM 55895 WAL-MART FOUNDATION 229184 51031 OTHER 898681 51031 100187439 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 84 0 1 14783 1 0 0 0 0 0 0 0 0 0 0 X 4 0 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 RICHARD SCHORR 7036822518 4401 WILSON BLVD NO 1100 ARLINGTON VA 222034196 PHILLIP KLUTTS CHAIRMAN 5.00 X X 21725 0 0 CHARLES TOFTOY VICE-CHAIRMAN 5.00 X X 10025 0 0 DOUG ANDERTON TREASURER 5.00 X X 4800 0 0 RUTH ANN WELFALD SECRETARY 5.00 X X 12450 0 0 SARAH A BIGGERS CHIEF EXECTIVE OFFICER 40.00 X 166609 0 22683 FRANCIS K BASOAH DIRECTOR OF FINANCE 40.00 X 56609 0 10404 MICHI A MCNEACE DIRECTOR COMPL & PERF 40.00 X 86255 0 13572 RAMON NAVARRO CFO 40.00 X 21721 0 0 VINCENT T RIVERA DIRECTOR OF OPERATIONS 40.00 X 138739 0 8807 MARVIN R JONES DIRECTOR, TRAINING & QA 40.00 X 113270 0 26503 632203 0 81969 3 0 1 0 GORDON & REES 275 BATTERY STREET 20TH FLOOR SAN FRANCISCO CA 94111 LEGAL SERVICES 279516 INFOR (US) INC POBOX 1450 NW 7418 MINEAPOLIS MN 554857418 SOFTWARE MAINTENANCE 152862 ADP POBOX 7247-0372 PHILADELPHIA PA 191700372 PAYROLL RELATED SERVICE 143645 DOEXTERA 8223 CLOVERLEAF DRIVE SUITE 100 MILLERSVILLE MD 21108 SOFTWARE MAINTENANCE 103074 4 104330351 35868 104366219 SUBSCRIPTIONS 900099 51031 51031 51031 895 895 104418145 51031 0 895 373353 7686 365667 84105225 81736588 2368637 742326 610093 132233 6583503 6143837 439666 6583138 6370036 213102 269070 24013 245057 192396 192396 20048 20048 869283 278015 591268 1309345 1019411 289458 476 1207176 574280 632896 1508645 895573 613071 1 1760834 1585610 175224 49820 18635 31185 150132 150132 450053 405854 44199 OTHER EXPENSES 520342 357385 162957 TRAINING 166806 160423 6383 106861495 100187439 6673579 477 2042123 3472727 5853674 2488645 10440 134318 153455 228934 922650 566728 506054 355922 277880 288901 8843626 6969447 6245205 6860743 479 499840 452994 6745045 7314216 X 1893895 -385792 204686 41023 2098581 -344769 8843626 6969447 -2443350 0 X 0 1 X 1 1 1 X 180207362 121634320 106492575 100547442 104366219 613247918 180207362 121634320 106492575 100547442 104366219 613247918 613247918 792716 776022 588862 1041 895 2159536 615407454 51031 0.99650 0.99560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28979 28979 106832516 106861495 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 68459 77436 35822 28979 210696 250000 250000 250000 250000 1000000 1500000 674650 484061 190589 248000 82667 165333 355922 DEFERRED RENT 396637 DEFERRED COMPENSATION 56357 452994 X 104418145 0 104418145 0 104418145 106861495 0 106861495 0 106861495 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, 2015. 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 2012. X X 0 0 0 0 0 0 0 1 0 SARAH A BIGGERS CHIEF EXECTIVE OFFICER 151225 0 15000 0 384 0 12009 0 11983 0 190601 0 0 0 PART I, LINE 7 ALL BONUSES REPORTED ARE PERFORMANCE-BASED 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 51031 216292 EXPERIENCE WORKS INC