2013-02-14T16:05:26-06:00 2012-06-30 135381590 BDO USA LLP 7101 WISCONSIN AVE SUITE 800 BETHESDA MD 208144827 990 2011-07-01 520817955 EXPERIENCE WORKS INC EXPE 7035227272 4401 WILSON BLVD NO 1100 ARLINGTON VA 222034196 JOANNE PAYTON 7035227272 2013-02-14 1 JOYCE M UNDERWOOD P00022361 3016544900 2011 2016-03-07 17:11:31Z PHILLIP KLUTTS 4401 WILSON BLVD NO 1100 ARLINGTON VA 222034196 124122757 0 X WWW.EXPERIENCEWORKS.ORG X 1965 DC IMPROVE THE LIVES OF OLDER PEOPLE THROUGH TRAINING, COMMUNITY SERVICE, AND EMPLOYMENT. 5 0 14910 0 0 0 180207362 121634551 0 0 22654 10576 -55701 -90347 180174315 121554780 0 0 0 0 166628813 111952214 0 0 28679 13095540 9779189 179724353 121731403 449962 -176623 12721607 11695676 9715413 8867616 3006194 2828060 X 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. 0 0 94230249 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. 18309783 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. 96371 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. 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. 238650 112875053 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 0 0 0 0 0 0 1 107 0 1 14910 1 0 0 0 0 0 0 0 0 0 0 X 5 0 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT DC FL GA IL IN KS KY MA MD ME MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA VT WA WV WI X JOANNE PAYTON 7035227272 4401 WILSON BLVD NO 1100 ARLINGTON VA 222034196 PHILLIP KLUTTS 20.00 X 25800 0 0 RUTH ANN WEFALD 5.00 X 16925 0 0 CHARLES TOFTOY 5.00 X 16275 0 0 BENEDICT WEISSENDRIEDER 5.00 X 7999 0 0 DOUG ANDERTON 5.00 X 10800 0 0 SALLY BOOFER 40.00 X 157566 0 39080 FLORIE P MUNZ 40.00 X 132061 0 42714 WILLIAM H DODSON 40.00 X 106166 0 20293 SHANE BATEMAN 40.00 X 162961 0 58637 BONNIE L EVANS 40.00 X 185262 0 33054 WILLIE L WOOTEN 40.00 X 138829 0 22857 LITA L KLEGER 40.00 X 97306 0 41203 SUSAN LATTANZI 40.00 X 112672 0 31861 1170622 0 289699 7 0 1 0 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 4 121439487 195064 121634551 10576 10576 765446 855793 -90347 -90347 -90347 1712184 1712184 0 0 121554780 0 0 -79771 1135038 362250 772159 629 95205182 91545651 3648348 11183 856474 612269 243383 822 7170457 6293806 875174 1477 7585063 7274710 309435 918 577459 411326 166133 80235 56941 23294 190128 14499 175629 40000 40000 2858 2858 552636 414272 138364 2733872 1834542 887548 11782 719929 250272 469657 1613214 907552 704938 724 2609465 2384356 224582 527 51027 38813 12152 62 67465 67465 455780 397675 58105 85121 8654 75912 555 121731403 112875053 8827671 28679 1820722 1779451 7613266 8326752 230233 85730 855085 817114 1472467 1021107 596661 451360 1605640 235269 12721607 11695676 8299645 7983373 447558 109986 968210 774257 9715413 8867616 X 2195307 2077790 810887 750270 3006194 2828060 12721607 11695676 X -176623 -1511 X X 0 1 1 X 1 1 X 112379334 130311905 165328638 180207362 121634551 709861790 112379334 130311905 165328638 180207362 121634551 709861790 709861790 353257 827062 810335 792716 776022 3559392 713421182 176913 0.99500 0.99930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 68459 68459 121662944 121731403 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 72944 0 0 68459 141403 250000 250000 250000 250000 1000000 1500000 0 0 0 0 1472467 1021107 451360 451360 DEFERRED RENT 774257 774257 121554780 121731403 -176623 -1511 -1511 -178134 122409062 -1511 855793 854282 121554780 0 121554780 122587196 855793 855793 121731403 0 121731403 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. X X X 0 0 0 0 0 0 0 0 0 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 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -1,511. OVERSIGHT OF AUDIT: 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.