EXPERIENCE WORKS INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- EXPERIENCE WORKS INC (EIN 52-0817955)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-14
- IRS object ID
- 201340459349301339
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2013-02-14T16:05:26-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135381590 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7101 WISCONSIN AVE SUITE 800 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 208144827 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520817955 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXPERIENCE WORKS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EXPE | NameControl |
| Phone | 7035227272 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 WILSON BLVD NO 1100 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 222034196 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOANNE PAYTON | Name |
| Title | DIRECTOR OF FINANCE | Title |
| Phone | 7035227272 | Phone |
| Date Signed | 2013-02-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOYCE M UNDERWOOD | Name |
| PTIN | P00022361 | PTIN |
| Phone | 3016544900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PHILLIP KLUTTS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 WILSON BLVD NO 1100 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 222034196 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 124122757 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.EXPERIENCEWORKS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1965 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | IMPROVE THE LIVES OF OLDER PEOPLE THROUGH TRAINING, COMMUNITY SERVICE, AND EMPLOYMENT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 5 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 14910 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 180207362 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 121634551 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 22654 | InvestmentIncomePriorYear |
| Investment Income Current Year | 10576 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -55701 | OtherRevenuePriorYear |
| Other Revenue Current Year | -90347 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 180174315 | TotalRevenuePriorYear |
| Total Revenue Current Year | 121554780 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 166628813 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 111952214 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 28679 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 13095540 | OtherExpensePriorYear |
| Other Expenses Current Year | 9779189 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 179724353 | TotalExpensesPriorYear |
| Total Expenses Current Year | 121731403 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 449962 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -176623 | RevenuesLessExpensesCY |
| Total Assets BOY | 12721607 | TotalAssetsBOY |
| Total Assets EOY | 11695676 | TotalAssetsEOY |
| Total Liabilities BOY | 9715413 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 8867616 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3006194 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2828060 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | RECEIVED FUNDING FROM USDOL DIRECTLY AND THROUGH PASS-THROUGH GRANTS TO OPERATE THE SCSEP PROGRAM. THESE FUNDS ARE USED TO RECRUIT ELIGIBLE PARTICIPANTS, PLACE THEM IN COMMUNITY SERVICE ORGANIZATIONS AND GOVERNMENT AGENCIES TO SECURE TRAINING AND TO ULTIMATELY PLACE THEM IN UNSUBSIDIZED JOBS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 94230249 | Expense |
| Description | SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM (SCSEP) - FEDERAL. 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 PROGRAMS, WHICH SERVED 14,803 PROGRAM PARTICIPANTS OF WHOM 2,266 OR 15% FOUND UNSUBSIDIZED EMPLOYMENT IN FY 11-12, IS FUNDED BY THE U.S. DEPARTMENT OF LABOR (DOL). THE SCSEP SERVICE IS IN FURTHERANCE OF AND SUBSTANTIALLY RELATED TO EXPERIENCE WORKS' EXEMPT PURPOSES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 18309783 | Expense |
| Description | SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM (SCSEP) - STATE. SAME AS FEDERAL SCSEP, EXCEPT FEDERAL FUNDS ARE ADMINISTERED BY STATE OR LOCAL GOVERNMENTS. UNDER THE STATE GRANTS, 3,176 PROGRAM PARTICIPANTS SERVED IN COMMUNITY SERVICE ASSIGNMENTS AND 462 OR 15% FOUND UNSUBSIDIZED EMPLOYMENT THROUGH EXPERIENCE WORKS SERVICES DURING FY 11-12. THE SCSEP SERVICE IS IN FURTHERANCE OF AND SUBSTANTIALLY RELATED TO EXPERIENCE WORKS' EXEMPT PURPOSES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 96371 | Expense |
| Description | WORKFORCE INVESTMENT ACT (WIA). PURSUANT TO THE FEDERAL WORKFORCE INVESTMENT ACT (WIA) AND WITH FUNDS SET ASIDE FOR OLDER WORKERS AS SPECIAL PROJECTS UNDER TITLE I OF WIA, LOCAL WORKFORCE INVESTMENT BOARDS AND STATE LABOR DEPARTMENTS CONTRACT WITH EXPERIENCE WORKS TO PROVIDE CORE AND INTENSIVE SERVICES, INCLUDING ASSESSMENT, JOB DEVELOPMENT, AND TRAINING TO ELIGIBLE INDIVIDUALS. THE WIA SERVICES ARE IN FURTHERANCE OF AND SUBSTANTIALLY RELATED TO EXPERIENCE WORKS' EXEMPT PURPOSES. | Description |
Activity Other ActivityOther (6 entries)
| ExpenseExpense | DescriptionDescription |
|---|---|
| 47701 | IOWA STATE GRANT-SIP. THE STATE OF IOWA AWARDED FEDERAL AND STATE SCSEP FUNDS TO EXPERIENCE WORKS EFFECTIVE JULY 1, 2011 UNDER A SUBPROJECT AGREEMENT ENTITLED "SENIOR INTERNSHIP PROGRAM" (SIP). PER THE GRANT AGREEMENT, STATE SIP SERVICES ARE TO BE PROVIDED TO MATURE WORKERS WHO MAY NOT OTHERWISE BE ELIGIBLE FOR SCSEP USING SIP FUNDS MUST BE ACCOUNTED FOR SEPARATELY. THE SERVICES SUPPORTED BY THE IOWA SENIOR INTERNSHIP PROGRAM GRANT ARE IN FURTHERANCE OF, AND SUBSTANTIALLY RELATED TO, EXPERIENCE WORKS EXCEPT PURPOSES. |
| 11385 | TITLE V & STATE GRANTS SUBSIDIZATION. SOME STATE GRANTS HAD LOWER MILEAGE REIMBURSEMENT RATES FOR PRIVATELY OWNED VEHICLES THAN THE GSA/IRS RATE. |
| 34465 | WAL-MART FOUNDATION - THE GRANT FUNDS ARE USED TO PROVIDE TRAINING, JOB PLACEMENT, SUPPORTIVE SERVICES AND RETENTION SERVICES FOR OLDER INDIVIDUALS WHO ARE UNEMPLOYED OR UNDEREMPLOYED, AND ARE PRIMARILY 50 TO 62 YEARS OF AGE, FOR EMPLOYMENT OPPORTUNITIES IN FOUR URBAN/METRO AREAS. |
| 71535 | MISCELLANEOUS FUNDS, TO SUPPORT EXPERIENCE WORKS' GOALS. |
| 70726 | SMALL BUSINESS ADMINISTRATION. ON-THE-JOB EMPLOYEE TRAINING, SUPPORTIVE SERVICES AND OTHER TRAINING COSTS FOR SCSEP PARTICIPANTS. |
| 2838 | KELLOGG FOUNDATION. GRANT FUNDS ARE USED TO HELP BUILD AND STRENGTHEN RURAL POLICY NETWORKS AS A PARTICIPATING ORGANIZATION IN THE RURAL PEOPLE, RURAL POLICY INITIATIVE. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 238650 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 112875053 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 107 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 14910 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 5 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOANNE PAYTON | NamePerson |
| Telephone Number | 7035227272 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 WILSON BLVD NO 1100 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 222034196 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| PHILLIP KLUTTS | |||||||
| CHAIRMAN | 20.00 | X | 25800 | 0 | 0 | ||
| RUTH ANN WEFALD | |||||||
| SECRETARY | 5.00 | X | 16925 | 0 | 0 | ||
| CHARLES TOFTOY | |||||||
| VICE CHAIRMAN | 5.00 | X | 16275 | 0 | 0 | ||
| BENEDICT WEISSENDRIEDER | |||||||
| TREASURER | 5.00 | X | 7999 | 0 | 0 | ||
| DOUG ANDERTON | |||||||
| DIRECTOR | 5.00 | X | 10800 | 0 | 0 | ||
| SALLY BOOFER | |||||||
| ASST SEC/DIR PROG & COMP | 40.00 | 157566 | 0 | 39080 | X | ||
| FLORIE P MUNZ | |||||||
| ASST. TREASURER/CONTROLLER | 40.00 | 132061 | 0 | 42714 | X | ||
| WILLIAM H DODSON | |||||||
| ASST SEC/DIR-HR | 40.00 | 106166 | 0 | 20293 | X | ||
| SHANE BATEMAN | |||||||
| MANAGING DIRECTOR | 40.00 | 162961 | 0 | 58637 | X | ||
| BONNIE L EVANS | |||||||
| EXEC DIR, ADMINISTRATION | 40.00 | 185262 | 0 | 33054 | X | ||
| WILLIE L WOOTEN | |||||||
| EXEC DIR, PROG OPERATIONS | 40.00 | 138829 | 0 | 22857 | X | ||
| LITA L KLEGER | |||||||
| DIR-COMMUNICATIONS/OUTREACH | 40.00 | 97306 | 0 | 41203 | X | ||
| SUSAN LATTANZI | |||||||
| DIRECTOR-IT | 40.00 | 112672 | 0 | 31861 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1170622 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 289699 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| INFISIGHT SOLUTIONS INC | |||||
| 2447 HIGH STREET | DENVER | CO | 80205 | IT CONSULTING | 213728 |
| UMR | |||||
| 11 SCOTT ST SUITE 100 | WAUSAU | WI | 54403 | MED PLAN ADMINISTRATIVE | 144124 |
| INFOR (US) INC (FORMERLY LAWSON) | |||||
| PO BOX 1450 | MINNEAPOLIS | MN | 554857418 | SOFTWARE MAINTENANCE | 140448 |
| ACF SOLUTIONS LLC | |||||
| 11800 SUNRISE VALLEY DR STE 424 | RESTON | VA | 201915302 | IT CONSULTING | 132015 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Government Grants | 121439487 | GovernmentGrants |
| All Other Contributions | 195064 | AllOtherContributions |
| Total Contributions | 121634551 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10576 | TotalRevenueColumn |
| Exclusion | $10,576 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 765446 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 855793 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -90347 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -90347 | TotalRevenueColumn |
| Exclusion | -$90,347 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1712184 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1712184 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 121554780 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$79,771 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1135038 | Total |
| Program Services | 362250 | ProgramServices |
| Management And General | 772159 | ManagementAndGeneral |
| Fundraising | 629 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95205182 | Total |
| Program Services | 91545651 | ProgramServices |
| Management And General | 3648348 | ManagementAndGeneral |
| Fundraising | 11183 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 856474 | Total |
| Program Services | 612269 | ProgramServices |
| Management And General | 243383 | ManagementAndGeneral |
| Fundraising | 822 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7170457 | Total |
| Program Services | 6293806 | ProgramServices |
| Management And General | 875174 | ManagementAndGeneral |
| Fundraising | 1477 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7585063 | Total |
| Program Services | 7274710 | ProgramServices |
| Management And General | 309435 | ManagementAndGeneral |
| Fundraising | 918 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 577459 | Total |
| Program Services | 411326 | ProgramServices |
| Management And General | 166133 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80235 | Total |
| Program Services | 56941 | ProgramServices |
| Management And General | 23294 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 190128 | Total |
| Program Services | 14499 | ProgramServices |
| Management And General | 175629 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40000 | Total |
| Management And General | 40000 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2858 | Total |
| Management And General | 2858 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 552636 | Total |
| Program Services | 414272 | ProgramServices |
| Management And General | 138364 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2733872 | Total |
| Program Services | 1834542 | ProgramServices |
| Management And General | 887548 | ManagementAndGeneral |
| Fundraising | 11782 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 719929 | Total |
| Program Services | 250272 | ProgramServices |
| Management And General | 469657 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1613214 | Total |
| Program Services | 907552 | ProgramServices |
| Management And General | 704938 | ManagementAndGeneral |
| Fundraising | 724 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2609465 | Total |
| Program Services | 2384356 | ProgramServices |
| Management And General | 224582 | ManagementAndGeneral |
| Fundraising | 527 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51027 | Total |
| Program Services | 38813 | ProgramServices |
| Management And General | 12152 | ManagementAndGeneral |
| Fundraising | 62 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67465 | Total |
| Program Services | 67465 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 455780 | Total |
| Program Services | 397675 | ProgramServices |
| Management And General | 58105 | ManagementAndGeneral |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85121 | Total |
| Program Services | 8654 | ProgramServices |
| Management And General | 75912 | ManagementAndGeneral |
| Fundraising | 555 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121731403 | Total |
| Program Services | 112875053 | ProgramServices |
| Management And General | 8827671 | ManagementAndGeneral |
| Fundraising | 28679 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1820722 | BOY |
| EOY | 1779451 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7613266 | BOY |
| EOY | 8326752 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 230233 | BOY |
| EOY | 85730 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 855085 | BOY |
| EOY | 817114 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1472467 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1021107 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 596661 | BOY |
| EOY | 451360 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1605640 | BOY |
| EOY | 235269 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12721607 | BOY |
| EOY | 11695676 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8299645 | BOY |
| EOY | 7983373 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 447558 | BOY |
| EOY | 109986 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 968210 | BOY |
| EOY | 774257 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9715413 | BOY |
| EOY | 8867616 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2195307 | BOY |
| EOY | 2077790 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 810887 | BOY |
| EOY | 750270 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3006194 | BOY |
| EOY | 2828060 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12721607 | BOY |
| EOY | 11695676 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -176623 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1511 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 112379334 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 130311905 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 165328638 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 180207362 | CurrentTaxYearMinus1Year |
| Current Tax Year | 121634551 | CurrentTaxYear |
| Total | 709861790 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 112379334 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 130311905 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 165328638 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 180207362 | CurrentTaxYearMinus1Year |
| Current Tax Year | 121634551 | CurrentTaxYear |
| Total | 709861790 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 709861790 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 353257 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 827062 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 810335 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 792716 | CurrentTaxYearMinus1Year |
| Current Tax Year | 776022 | CurrentTaxYear |
| Total | 3559392 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 713421182 | TotalSupport |
| Gross Receipts From Admissions Etc | 176913 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.99500 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99930 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 68459 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 68459 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 121662944 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 121731403 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 72944 | CurrentYearMinus3 |
| Current Year Minus2 | 0 | CurrentYearMinus2 |
| Current Year Minus1 | 0 | CurrentYearMinus1 |
| Current Year | 68459 | CurrentYear |
| Total | 141403 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 0 | CurrentYearMinus3 |
| Current Year Minus2 | 0 | CurrentYearMinus2 |
| Current Year Minus1 | 0 | CurrentYearMinus1 |
| Current Year | 0 | CurrentYear |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1472467 | OtherCostOrOtherBasis |
| Depreciation | 1021107 | Depreciation |
| Book Value | 451360 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 451360 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED RENT | Description |
| Amount | $774,257 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 774257 | TotalOfAmounts |
| Total Revenue | 121554780 | TotalRevenue |
| Total Expenses | 121731403 | TotalExpenses |
| Excess Or Deficit For Year | -176623 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1511 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -1511 | TotalAdjustments |
| Excess Or Deficit Per FS | -178134 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 122409062 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1511 | NetUnrealizedGainsInvestments |
| Other Revenues | 855793 | OtherRevenues |
| Revenue Not Rptd F990 | 854282 | RevenueNotRptdF990 |
| Revenue Subtotal | 121554780 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 121554780 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 122587196 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 855793 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 855793 | ExpensesNotRptdF990 |
| Expenses Subtotal | 121731403 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 121731403 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | MANAGEMENT BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS OR ANY RELATED PENALTIES AND INTEREST TO ACCRUE FOR THE YEARS ENDED JUNE 30, 2012 AND 2011, AND, ACCORDINGLY, THERE IS NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE ORGANIZATION FILES IRS FORM 990 ANNUALLY WITH THE FEDERAL GOVERNMENT AND IS STILL OPEN TO EXAMINATION BY TAXING AUTHORITIES FOR FISCAL YEAR 2009 AND LATER. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE 855,793. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE 855,793. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SALLY BOOFER | |||||||||||||
| 157566 | 0 | 0 | 0 | 0 | 0 | 15252 | 0 | 23828 | 0 | 196646 | 0 | 0 | 0 |
| FLORIE P MUNZ | |||||||||||||
| 132061 | 0 | 0 | 0 | 0 | 0 | 31034 | 0 | 11680 | 0 | 174775 | 0 | 0 | 0 |
| SHANE BATEMAN | |||||||||||||
| 162961 | 0 | 0 | 0 | 0 | 0 | 45448 | 0 | 13189 | 0 | 221598 | 0 | 0 | 0 |
| BONNIE L EVANS | |||||||||||||
| 137082 | 0 | 0 | 0 | 48180 | 0 | 18536 | 0 | 14518 | 0 | 218316 | 0 | 0 | 0 |
| WILLIE L WOOTEN | |||||||||||||
| 138829 | 0 | 0 | 0 | 0 | 0 | 18254 | 0 | 4603 | 0 | 161686 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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, BDO USA, 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. THE BOARD PASSES A RESOLUTION TO APPROVE THE 990. | |
| 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 15 | 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. | |
| 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. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,511. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THERE HAVE BEEN NO CHANGES DURING THE YEAR IN THE PROCESS FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. | OVERSIGHT OF AUDIT: |