2012-04-17T12:22:36-05:00 2011-06-30 BDO USA LLP 7101 WISCONSIN AVE SUITE 800 BETHESDA MD 208144827 990 2010-07-01 520817955 EXPERIENCE WORKS INC EXPE 7035227272 4401 WILSON BLVD NO 1100 ARLINGTON VA 222034196 SHANE BATEMAN 7035227272 2012-04-17 1 JOYCE M UNDERWOOD 3016544900 2010 2016-02-24 21:20:13Z SHANE BATEMAN 4401 WILSON BLVD NO 1100 ARLINGTON VA 222034196 181132958 0 X WWW.EXPERIENCEWORKS.ORG X 1965 DC IMPROVE THE LIVES OF OLDER PEOPLE THROUGH TRAINING, COMMUNITY SERVICE AND EMPLOYMENT. 5 0 27431 0 0 0 165328638 180207362 20632 0 42276 22654 -61437 -55701 165330109 180174315 0 0 0 0 149896994 166628813 0 0 26731 17330166 13095540 167227160 179724353 -1897051 449962 13290703 12721607 10732786 9715413 2557917 3006194 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 142135114 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 21,186 PROGRAM PARTICIPANTS OF WHOM 3,071 OR 15% FOUND UNSUBSIDIZED EMPLOYMENT IN PY 10-11, 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. 26215187 SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM (SCSEP) - STATESAME AS FEDERAL SCSEP, EXCEPT FEDERAL FUNDS ARE ADMINISTERED BY STATE OR LOCAL GOVERNMENTS. UNDER THE STATE GRANTS 4,105 PROGRAM PARTICIPANTS SERVED IN COMMUNITY SERVICE ASSIGNMENTS AND 659 OR 16% FOUND UNSUBSIDIZED EMPLOYMENT THROUGH EXPERIENCE WORKS SERVICES DURING PY 10-11. THE SCSEP SERVICE IS IN FURTHERANCE OF AND SUBSTANTIALLY RELATED TO EXPERIENCE WORKS' EXEMPT PURPOSES. 112153 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. 49720 GREEN CAPACITY BUILDING GRANT 8614 KELLOGG FOUNDATIONGRANT FUNDS ARE USED TO HELP BUILD AND STRENGTHEN RURAL POLICY NETWORKS AS A PARTICIPATING ORGANIZATION IN THE RURAL PEOPLE, RURAL POLICY INITIATIVE. 69475 IOWA STATE GRANT-SIPTHE STATE OF IOWA AWARDED FEDERAL AND STATE SCSEP FUNDS TO EXPERIENCE WORKS EFFECTIVE JULY 1, 2010 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. 10795 TITLE V & STATE GRANTS SUBSIDIZATIONSOME STATE GRANTS HAD LOWER MILEAGE REIMBURSEMENT RATES FOR PRIVATELY OWNED VEHICLES THAN THE GSA/IRS RATE AND SOME STATE GRANTS DID NOT ALLOW THE FULL AMOUNT FOR THE INDIRECT COST RECOVERY PAYMENTS TO INELIGIBLE PARTICIPANTS, OVERPAYMENTS TO PARTICIPANTS AND PENALTIES FOR LATE PAYMENT OF TAXES. 55591 MISCELLANEOUS FUNDSTO SUPPORT EXPERIENCE WORKS' GOALS. 198382 SMALL BUSINESS ADMINISTRATIONON-THE-JOB EMPLOYEE TRAINING AND OTHER TRAINING COSTS FOR PARTICIPANTS. 392577 168855031 1 1 0 1 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 1 101 0 1 27431 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 SHANE BATEMAN 7035227272 4401 WILSON BLVD NO 1100 ARLINGTON VA 222034196 PHILLIP KLUTTS 4.00 X 49800 0 0 RUTH ANN WEFALD 1.00 X 19300 0 0 CHARLES TOFTOY 1.00 X 20175 0 0 BENEDICT WEISSENDRIEDER 1.00 X 13021 0 0 DOUG ANDERTON 1.00 X 10625 0 0 SALLY BOOFER 40.00 X 159038 0 36735 FLORIE P MUNZ 40.00 X 132541 0 51765 WILLIAM H DODSON 40.00 X 107966 0 19857 SHANE BATEMAN 40.00 X 166398 0 52062 BONNIE EVANS 40.00 X 187912 0 55555 LITA LEVINE KLEGER 40.00 X 96813 0 41979 WILLIE WOOTEN 40.00 X 137799 0 26592 CYNTHIA METZLER 40.00 X 130537 0 25758 SUSAN LATTANZI 40.00 X 113120 0 31791 1345045 0 342094 8 0 1 0 KRONOS PO BOX 845748 BOSTON MA 022845748 SOFTWARE MAINTENANCE SERVICES 266669 PRINCIPAL LIFE INSURANCE CO DEPT 400 PO BOX 14416 DES MOINES IA 50306 ADMINISTRATION FEE 235297 DRINKER BIDDLE & REATH LLP ONE LOGAN SQ SUITE 2000 PHILADELPHIA PA 191036996 LEGAL SERVICES 166212 ALBERS COMMUNICATIONS GROUP PO BOX 285 BELLEVUE NE 68005 CONSULTING 150000 LAWSON PO BOX 2395 CAROL STREAM IL 601322395 SOFTWARE MAINTENANCE SERVICES 122449 5 179171706 1035656 180207362 24657 24657 768059 823760 -55701 -55701 -55701 132880 134883 -2003 -2003 -2003 180174315 0 0 -33047 1248303 360633 887221 449 142871852 138057505 4804210 10137 1167658 852473 314512 673 10196052 9073022 1121436 1594 11144948 10696458 447693 797 404248 286583 117665 177647 276949 -99302 109000 109000 4059 4059 658259 581691 76514 54 2854810 1713750 1133230 7830 815732 280586 535146 2605249 1792324 811769 1156 4488688 4167343 320908 437 104503 85570 18853 80 145301 145301 537316 483890 53426 CHARITABLE FILING FEE 3212 3212 187516 953 186251 312 179724353 168855031 10842591 26731 1223743 1820722 8806820 7613266 252741 230233 751942 855085 1472468 875807 741962 596661 1513495 1605640 13290703 12721607 9598272 8299645 9389 447558 1125125 968210 10732786 9715413 X 2461048 2195307 96869 810887 2557917 3006194 13290703 12721607 X 449962 -1685 X X 0 1 1 X 1 1 X 102008622 112379334 130311905 165328638 180207362 690235861 102008622 112379334 130311905 165328638 180207362 690235861 690235861 130241 225247 59003 42276 24657 481424 690717285 214997 0.99930 0.99910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 179724353 179724353 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 72000 72944 0 0 144944 250000 250000 250000 250000 1000000 1500000 0 0 0 0 1472468 875807 596661 596661 DEFERRED RENT 968210 968210 180174315 179724353 449962 -1685 -1685 448277 180996390 -1685 823760 822075 180174315 0 180174315 180548113 823760 823760 179724353 0 179724353 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: ON JULY 1, 2009, THE ORGANIZATION ADOPTED THE PROVISIONS OF FASB ASC TOPIC 740-10, INCOME TAXES. MANAGEMENT BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS OR ANY RELATED PENALTIES AND INTEREST TO ACCRUE FOR THE YEARS ENDED JUNE 30, 2011 AND 2010, 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 2008 AND LATER. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 823,760. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 823,760. X X X 1 0 0 0 0 0 0 0 0 SALLY BOOFER 158088 0 950 0 0 0 0 0 36735 0 195773 0 0 0 FLORIE P MUNZ 131591 0 950 0 0 0 28592 0 23173 0 184306 0 0 0 SHANE BATEMAN 155240 0 11158 0 0 0 33000 0 19062 0 218460 0 0 0 BONNIE EVANS 126313 0 10000 0 51599 0 0 0 55555 0 243467 0 0 0 WILLIE WOOTEN 127799 0 10000 0 0 0 5735 0 20857 0 164391 0 0 0 CYNTHIA METZLER 29575 0 0 0 100962 0 10192 0 15566 0 156295 0 0 0 PART I, LINE 4A CYNTHIA METZLER SERVED AT THE PLEASURE OF THE BOARD OF DIRECTORS. IN JANUARY 2010, THE BOARD ABOLISHED THE POSITION AND THE EMPLOYEE WAS PROVIDED SEVERANCE OF $100,962. 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: -1,685. 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.