2023-08-22T07:51:10-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 801 CHERRY ST SUITE 1400 FORT WORTH TX 76102 990 2022-01-01 030440761 GENESYS WORKS GENE 7133770522 1880 S DAIRY ASHFORD 300 HOUSTON TX 77077 JEFF ARTIS CHIEF EXECUTIVE OFFICER 7133770522 2023-08-17 1 JEFF ARTIS 999009999 0 ROSALINDA MARIKAR CPA P01684134 8178775000 2023-07-28 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEFF ARTIS 1880 S DAIRY ASHFORD 300 HOUSTON TX 77077 9780608 0 5640 X WWW.GENESYSWORKS.ORG X 2002 TX TO PROVIDE PATHWAYS TO CAREER SUCCESS FOR HIGH SCHOOL STUDENTS IN UNDERSERVED COMMUNITIES. 11 10 273 305 0 0 6706205 5310216 1153036 4417540 -3521 0 30281 32003 7886001 9759759 0 0 0 0 4636452 5729647 71935 46320 1202278 2109657 3103062 6818044 8879029 1067957 880730 3513316 5427893 449792 1483639 3063524 3944254 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 4617066 4413442 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, 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. 4617066 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 1 0 0 1 27 0 273 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 1 1 1 1 0 X X STEFANY WILLIAMS 8164907020 1880 S DAIRY ASHFORD 300 HOUSTON TX 77077 ARTIS JEFFREY H CHIEF EXECUTIVE OFFICER 40.00 2.00 X X 325478 0 29168 RICHARD RAWSON BOARD CHAIR 1.00 X X 0 0 0 PEGGY KRENDL DIRECTOR 1.00 X 0 0 0 MARYLEAN ABNEY DIRECTOR 1.00 X 0 0 0 NELLY AKOTH DIRECTOR 1.00 X 0 0 0 HALEY COLLER DIRECTOR 1.00 X 0 0 0 TOM FRY DIRECTOR 1.00 X 0 0 0 DAN NOTTKE DIRECTOR 1.00 X 0 0 0 DANIEL RYAN DIRECTOR 1.00 X 0 0 0 DHARTI TRIPATHI DIRECTOR 1.00 X 0 0 0 RALPH LOURA DIRECTOR 1.00 X 0 0 0 GRANT JAMESON J CHIEF STRATEGIC GROWTH OFFICER 40.00 X 152598 0 23965 GROSS MICHAEL EXECUTIVE DIRECTOR - NYC 40.00 X 187525 0 530 HILDENBRAND AMANDA CHIEF SERVICES OFFICER 40.00 X 153073 0 4650 KNIGHT THOMAS G SVP, BUSINESS PLANNING & OPERATIONS 40.00 2.00 X 165038 0 0 WALDRON SELVON EXECUTIVE DIRECTOR - NCR 40.00 X 158953 0 10797 CIPRIANO ELIA D SENIOR DIRECTOR OF FUNDRAISING OPERATIONS 40.00 X 103750 0 30276 LATAREWICZ STEPHANIE T DIRECTOR OF HR 40.00 X 132475 0 8291 MAYE DAWN C CONTROLLER 40.00 X 107288 0 9405 STUART ANDREW DIRECTOR OF SYSTEMS ARCHITECTURE 40.00 X 105423 0 10377 GRABOWSKI NICOLE K DIRECTOR OF NATIONAL FUND DEVELOPMENT 1.00 X 110863 0 0 1702464 0 127459 11 0 1 0 ROBERT HALF TECHNOLOGY PO BOX 743295 LOS ANGELES CA 90074 IT SERVICES 223995 CATAPULT SYSTEMS LLC 5301 SOUTHWEST PARKWAY STE 425 BUI AUSTIN TX 78735 IT SERVICES 140645 ELEMENT 78 LLC 2211 YORK RD SUITE 200 OAK BROOK IL 60523 ACCOUNTING SERVICES 132443 3 38907 5271309 93725 5310216 AFFILIATE PROGRAM FEES 611710 2529783 2529783 EDUCATIONAL REVENUE 611710 1887757 1887757 4417540 56950 0 56950 56950 56950 0 38907 20849 -20849 -20849 MISCELLANEOUS INCOME ( 900099 -4098 -4098 -4098 9759759 4413442 0 36101 1211775 508596 569792 133387 3944499 2562556 779555 602388 20314 12330 7984 173904 78530 62001 33373 379155 228343 102256 48556 185572 185572 46320 46320 588121 244272 278231 65618 99309 47502 43810 7997 9795 2723 5909 1163 1106940 345535 582666 178739 217714 126386 41634 49694 138037 52406 71876 13755 13188 9106 2013 2069 15685 15685 64959 28343 36616 60101 23232 36869 STAFF TRAINING AND EVEN 237892 145614 92278 EQUIPMENT RENTAL AND MA 159729 85975 73529 225 OTHER EXPENSE 139131 62472 68553 8106 SUPPLIES 66889 37460 26525 2904 8879029 4617066 3059685 1202278 2041186 2604105 44819 210339 550250 612500 231710 384344 246631 381440 507874 290631 282202 217243 116518 1017922 3513316 5427893 434087 549686 15205 0 500 0 933953 449792 1483639 X 2590923 1958098 472601 1986156 3063524 3944254 3513316 5427893 880730 0 X 0 1 X 0 0 X 3432441 4378840 5138143 6706205 5310216 24965845 2518794 3109059 950949 1153036 4417540 12149378 5951235 7487899 6089092 7859241 9727756 37115223 17500 74647 76606 110888 126176 405817 13745 3556 68893 45404 230611 362209 31245 78203 145499 156292 356787 768026 36347197 4408 11351 2621 28537 56950 103867 4408 11351 2621 28537 56950 103867 5796 3409 1802 -4098 6909 5961439 7502659 6091713 7889580 9780608 37225999 0.97640 0.89580 0.00280 0.00140 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 5,796. 2019 AMOUNT: $ 3,409. 2021 AMOUNT: $ 1,802. 2022 AMOUNT: $ -4,098. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 198400 113372 85028 30776 30776 0 278698 146483 132215 217243 DUE FROM AFFILIATES 164344 RIGHT OF USE ASSET 853578 1017922 LEASE LIABILITY 933953 933953 X 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, 2022 AND 2021, 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 HALVERSON BRET 105 MOUNTAIN DRIVE BILTMORE LAKE NC 28715 PROSPECT AND FUNDRAISING RESEARCH 0 0 22200 -22200 JANG SAMANTHA ANNE 4569 VISTA ST SAN DIEGO CA 92116 PROSPECT RESEARCH AND GRANT WRITING 0 0 24120 -24120 46320 -46320 DC MD NY VA NYC COCKTAILS AND CONVERSATIONS 13407 13407 3785 NCR EXECUTIVE BREAKFAST 10000 10000 8146 2 15500 15500 8918 38907 38907 20849 20849 -20849 X X X 0 0 0 1 0 1 0 0 0 ARTIS JEFFREY H CHIEF EXECUTIVE OFFICER 315478 0 10000 0 0 0 9900 0 19268 0 354646 0 0 0 GROSS MICHAEL EXECUTIVE DIRECTOR - NYC 160525 0 27000 0 0 0 0 0 530 0 188055 0 0 0 GRANT JAMESON J CHIEF STRATEGIC GROWTH OFFICER 152598 0 0 0 0 0 0 0 23965 0 176563 0 0 0 WALDRON SELVON EXECUTIVE DIRECTOR - NCR 158953 0 0 0 0 0 2993 0 7804 0 169750 0 0 0 KNIGHT THOMAS G SVP, BUSINESS PLANNING & OPERATIONS 165038 0 0 0 0 0 0 0 0 0 165038 0 0 0 HILDENBRAND AMANDA CHIEF SERVICES OFFICER 153073 0 0 0 0 0 0 0 4650 0 157723 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 COMPUTERS 40 80318 FMV X EVENTS 1 13407 FMV 0 0 1 0 SCHEDULE M, PART I, COLUMN (B): AMOUNTS IN COLUMN B ARE REPORTED BASED ON NUMBER OF CONTRIBUTORS. 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 12 THE NOMINATING AND GOVERNANCE COMMITTEE REVIEWS COMPLIANCE WITH THIS POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION PURCHASES THE GUIDESTAR COMPENSATION SURVEY YEARLY AND COMPARES THE COMPENSATION OF OFFICERS IN GW TO THOSE IN SIMILAR ORGANIZATIONS. SPECIFICALLY FOR THE CEO, THE NOMINATING AND GOVERNANCE COMMITTEE MEETS TO DISCUSS PERFORMANCE METRICS AND PROPOSES CORRESPONDING COMPENSATION FOR APPROVAL BY THE ENTIRE BOARD ON A YEARLY BASIS. THIS PROCESS LAST TOOK PLACE IN 2022. 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 GENESYS WORKS BAY AREA 1721 BROADWAY SUITE 201 OAKLAND CA 94612 461568087 PROVIDE PATHWAYS FOR CAREER SUCCESS CA 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 BAY AREA L 351073 GENESYS WORKS CHICAGO L 477970 GENESYS WORKS HOUSTON L 500740 GENESYS WORKS TWIN CITIES L 1200000 GENESYS WORKS HOUSTON B 15205 GENESYS WORKS BAY AREA B 480