2022-05-16T21:36:01-07:00 2021-06-30 990 2020-07-01 520817955 EXPERIENCE WORKS INC EXPE 4104049074 P O Box 5004 Severna Park MD 21146 Rosemary Schmidt Chief Financial Officer 4104049074 2022-05-15 0 11 0 AAL2 2020 2022-09-23 18:48:47Z Sally A Boofer P O Box 5004 Severna Park MD 21146 8997468 0 X X 1965 DC IMPROVE THE LIVES OF OLDER PEOPLE THROUGH TRAINING, COMMUNITY SERVICE, AND EMPLOYMENT 5 5 1852 5 0 0 18548132 8996944 0 0 596 524 348956 0 18897684 8997468 0 0 0 0 17309680 8546687 0 0 734 1273569 788448 18583249 9335135 314435 -337667 1766486 76388 1379507 27076 386979 49312 X EXPERIENCE 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, VOLUNTEER PROGRAMS, AND OTHER COMMUNITY-BASED PROGRAMS FUNDED THROUGH FEDERAL GRANT AWARDS, STATE CONTRACTS, CORPORATE GRANTS, AND INDIVIDUAL DONORS. 0 1 4786446 0 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. 3052575 0 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 AND LOCAL GOVERNMENTS. THE SCSEP SERVICE IS IN FURTHERANCE OF AND SUBTANTIALLY RELATED TO EXPERIENCE WORKS' EXEMPT PURPOSES. 193157 0 SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM (SCSEP) - FEDERAL NATIONAL DIRECT GRANT: TRANSITION OF ALL PROGRAM SERVICES TO OTHER GRANTEES EFFECTIVE JANUARY 2021. 58765 0 RETIRED AND SENIOR VOLUNTEER PROGRAM (RSVP) - FEDERAL DIRECT GRANT: EXPERIENCE WORKS OPERATED SENIOR CORP'S RETIRED SENIOR AND VOLUNTEER PROGRAM (RSVP) IN FLORIDA, MARYLAND, MISSOURI, AND PENNSYLVANIA. THIS PROGRAM PROVIDES THE OPPORTUNITY FOR PEOPLE AGE 55 AND OLDER TO SHARE THEIR TIME AND TALENT IN A WIDE VARIETY OF VOLUNTEER ACTIVITIES. VOLUNTEERS ARE PROVIDED PRE-SERVICE ORIENTATION AND TRAINING AND CAN CHOOSE A LOCATION OR COMMUNITY PROJECT, AS WELL AS THE NUMBER OF HOURS THEY WISH TO SERVE. 61841 0 NON-FEDERAL PROGRAM SERVICES: GRANT PROGRAM COSTS RECORDED AFTER GRANTS WERE CLOSED. 120606 0 0 8152784 1 1 0 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 1852 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X X ROSEMARY SCHMIDT 4104049074 P O Box 5004 Severna Park MD 21146 SALLY A BOOFER PRESIDENT & CEO 40 0 X 185949 0 37589 CRISTAL KURTZ DIRECT0R OF HUMAN RSOURCES 40 0 X 132332 0 44463 ROSEMARY SCHMIDT CHIEF FINANCIAL OFFICER 40 0 X 133782 0 23869 UNA JOHANNESDOTTIR SOFTWARE PROGRAMMER 40 0 X 101074 0 8477 WILLIAM MILLER CHAIRMAN & TREASURER 5 0 X X 0 0 0 CYNTHIA METZLER VICE CHAIRMAN 5 0 X X 0 0 0 ROGER NOONAN SECRETARY 5 X X 0 0 0 DAVID VELDE DIRECTOR 5 0 X 0 0 0 ETHAN WHITMORE DIRECTOR 5 0 X 0 0 0 553137 0 114398 4 0 1 0 RSM US LLP 5155 PAYSPHERE CIRCLE CHICAGO IL 60674 AUDITING SERVICES 126378 1 0 0 0 0 8991966 4978 0 8996944 0 0 0 0 0 524 524 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8997468 524 0 0 355702 355702 7344152 7004549 339603 83646 58691 24955 207596 200501 7095 555591 555591 53581 2503 51078 97866 97866 202579 62650 139929 125518 117303 7481 734 73674 10315 63359 81134 23193 57941 16083 15453 630 8680 8680 123194 97908 25286 OTHER EXPENSES a 6139 3807 2332 OTHER EXPENSES - TRAINING 0 320 -320 9335135 8152784 1181617 734 540577 47211 1112804 15626 29177 95679 1800 1766486 76388 1065507 27076 314000 0 0 1379507 27076 X 386979 49312 0 0 386979 49312 1766486 76388 -337667 0 0 0 0 0 X X 0 0 1 0 X 64673487 17910207 18290837 18548132 8996944 128419607 64673487 17910207 18290837 18548132 8996944 128419607 128419607 222 16 25 596 524 1383 490000 348956 838956 129259946 123450 0.99350 0.9961 X Schedule A, Part II, Line 10 INSURANCE PROCEEDS 2018 AMOUNT: $490,000 INSURANCE PROCEEDS 2019 AMOUNT: 184,911 BAD DEBT RECOVERY 2019 AMOUNT: $163,995 OTHER REVENUE 2019 AMOUNT: $50 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 9335136 9335136 616757 154189 0 0 1000000 1000000 1000000 616757 3616757 5425136 0 0 0 0 0 250000 250000 250000 154189 904189 1356284 0 0 0 0 0 0 0 X 8997468 0 0 0 0 0 8997468 0 0 0 8997468 9335135 0 0 0 0 0 9335135 0 0 0 9335135 Schedule D, Part X, Line 2 EXPERIENCE WORKS (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, 2021. 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 FINANCIAL STATEMENTS. GENERALLY, THE ORGANIZATION IS NO LONGER SUBJECT TO U S FEDERAL TAX EXAMINATIONS BY TAX AUTHORITIES BEFORE 2017. X X 1 0 0 0 0 0 0 0 0 SALLY A BOOFER PRESIDENT & CEO 181217 0 0 0 4732 0 13449 0 24140 0 223538 0 0 0 ROSEMARY SCHMIDT CHIEF FINANCIAL OFFICER 131878 0 0 0 1904 0 9534 0 14335 0 157651 0 0 CRISTAL KURTZ DIRECT0R OF HUMAN RSOURCES 131089 0 0 0 1243 0 10159 0 34304 0 176795 0 0 0 Schedule J, Part I, Line 4 DURING THE FISCAL YEAR ENDING JUNE 30, 2021, PRESIDENT-CEO RECEIVED SEVERANCE PAY BASED ON EMPLOYMENT CONTRACT. ALL EMPLOYEES WERE TERMINATED EFFECTIVE DECEMBER 31, 2020. EXPERIENCE WORKS IS PREPARING FOR DISSOLUTION. Form 990, Part III, Line 3 ALL GRANT PROGRAM OPERATIONS, SCSEP AND RSVP, WERE TERMINATED EFFECTIVE 12-31-2020. ADDITIONAL GRANT FUNDS WERE PROVIDED THROUGH 1-31-2021 TO TRANSITION SCSEP GRANT OPERATIONS TO OTHER GRANTEES. EXPERIENCE WORKS, INC. IS PREPARING FOR DISSOLUTION. Form 990, Part VI, Section B, Line 11b THE ORGANIZATION'S FORM 990 UNDERGOES A NUMBER OF REVIEWS BEFORE IT IS FILED WITH THE IRS. A DRAFT REPORT IS PREPARED BY THE ORGANIZATION'S FINANCE DEPARTMENT AND SUBMITTED TO THE ORGANIZATION'S MANAGEMENT FOR REVIEW. 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 IN 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. 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 THE CHIEF FINANCIAL OFFICER. THE FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE FEDERAL AUDIT CLEARINGHOUSE THROUGH THE FISCAL YEAR ENDING 6/30/2020. FISCAL YEAR 2021 FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE CHIEF FINANCIAL OFFICER. EXPERIENCE WORKS IS IN THE PROCESS OF DISSOLUTION. Form 990, Part XII, Line 3b EXPERIENCE WORKS IS IN DISSOLUTION. GRANT PROGRAMS WERE TRANSFERRED TO OTHER GRANTEES AS OF DECEMBER 31, 2020. THE GRANTOR FOR THE LARGEST FEDERAL DIRECT PROGRAM CLOSELY MONITORED PROGRAM SERVICES AND COSTS FOR THE PERIOD OF JULY 1, 2020 THROUGH JANUARY 31, 2021. FORM 8868 APPLICATION FOR AUTOMATIC EXTENSION OF TIME TO FILE AN EXEMPT ORGANIZATION RETURN WAS SUBMITTED AND IS ON FILE WITH THE IRS.