2025-08-15T07:46:58-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2023-10-01 811990763 GREENWOOD PROJECT GREE 3128198490 231 S LASALLE STREET 2100 CHICAGO IL 60604 KWESI SMITH EXECUTIVE DIRECTOR 3128198490 2025-08-11 1 1 KIMBERLY ANDERSON P00188889 6086628600 2025-08-11 2023 2025-03-06 01:10:19Z KWESI SMITH 231 S LASALLE STREET 2100 CHICAGO IL 60604 2720746 0 X HTTPS://WWW.GREENWOODPROJECT.ORG/ X 2016 IL GREENWOOD PROJECT TRAINS AMBITIOUS COLLEGE STUDENTS TO COMPETE AND WIN IN HIGH-TRAJECTORY FINANCIAL CAREERS THAT DRIVE LONG-TERM ECONOMIC MOBILITY. 11 11 55 141 0 0 2241373 2701591 0 0 315 14871 35 4284 2241723 2720746 0 0 0 0 832620 1575584 0 0 457234 1395617 811267 2228237 2386851 13486 333895 2745030 3112154 70665 102269 2674365 3009885 X GREENWOOD'S MISSION IS TO CREATE CAREER PATHWAYS IN THE FINANCIAL SERVICES INDUSTRY FOR BLACK AND LATINO COLLEGE STUDENTS. WE PARTNER WITH COMPANIES TO FIND EQUITABLE AND INCLUSIVE SOLUTIONS FOR RECRUITMENT, RETENTION, AND ADVANCEMENT. OUR VISION IS A FINANCE INDUSTRY WITHOUT BARRIERS TO ENTRY AND ADVANCEMENT FOR BLACK AND LATINO PEOPLE. 0 0 1444410 0 0 GREENWOOD PROJECT'S COLLEGE PROGRAM: WITH THE GOAL OF BOTH EXPOSURE TO CAREERS IN THE FINANCIAL SERVICES INDUSTRY AND BUILDING CAREER PATHWAYS INTO THE INDUSTRY FOR BLACK AND LATINX STUDENTS, THE GREENWOOD PROJECT'S COLLEGE PROGRAMS ARE ENGINEERED TO PROVIDE MEANINGFUL TRAINING AND WORK EXPERIENCES FOR STUDENTS ACROSS MULTIPLE YEARS OF THEIR COLLEGE CAREERS. AFTER A FOUR (4) WEEK INTENSIVE BOOT CAMP THAT COVERS PROFESSIONAL SKILLS, ACCOUNTING PRINCIPLES, AND THE BASICS OF FINANCIAL MARKETS AND VALUATION, STUDENTS MOVE INTO SIX (6) WEEK INTERNSHIP EXPERIENCES AT PARTNER COMPANIES ACROSS THE FINANCIAL SERVICES INDUSTRY. UPON THE COMPLETION OF THEIR TRAINING SUMMER, STUDENTS WHO RETURN TO THE PROGRAM FOR MULTIPLE YEARS MOVE INTO TRADITIONAL TEN (10) TO TWELVE (12) WEEK INTERNSHIP PLACEMENTS. THROUGHOUT THEIR ENGAGEMENT WITH THE GREENWOOD PROJECT, STUDENTS MEET AND ENGAGE WITH OVER 100 CORPORATE VOLUNTEERS AND PROFESSIONALS FOR EACH YEAR OF THEIR PARTICIPATION IN THE PROGRAM. 1444410 1 1 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 1 164 0 1 55 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 IL X KWESI SMITH 3128198490 231 S LASALLE STREET SUITE 2100 CHICAGO IL 60604 CATHERINE CLAY DIRECTOR 1.00 X 0 0 0 ERIKA KINGESTU SECRETARY 1.00 X X 0 0 0 FREDERICK MARTIN DIRECTOR 1.00 X 0 0 0 JJ KINAHAN DIRECTOR 1.00 X 0 0 0 JOSEPH LAWLER DIRECTOR 1.00 X 0 0 0 MARK SEBASTIAN DIRECTOR 1.00 X 0 0 0 MICHAEL PIPER DIRECTOR 1.00 X 0 0 0 MICHAEL ROTHKOPF TREASURER 6.00 X X 0 0 0 NICK CHERNEY DIRECTOR 1.00 X 0 0 0 SIZWE KAMARA BOARD CHAIR 1.00 X X 0 0 0 SULIN BA DIRECTOR 1.00 X 0 0 0 KWESI SMITH CEO 40.00 X 84007 0 4256 EMILY HOLTHAUS DIRECTOR OF PROGRAMS 40.00 X 129453 0 3047 213460 0 7303 1 0 0 0 0 2701591 9106 2701591 14871 14871 MISC REVENUE 900099 4284 4284 4284 2720746 0 0 19155 185978 92989 65092 27897 1188871 780388 138482 270001 22500 7762 4077 10661 74055 26087 14011 33957 104180 65353 15853 22974 9325 9325 123806 123806 169828 104245 9978 55605 57984 44280 7717 5987 4856 1900 2288 668 49173 19242 23165 6766 48138 28624 9116 10398 13386 4607 7824 955 9940 2512 7428 STUDENT SUPPORT FEES 266482 266286 98 98 FEES 42747 42747 15602 135 4200 11267 2386851 1444410 485207 457234 194630 1244911 1047955 1944 1457077 1807796 30395 44316 6586 8219 8387 4968 2745030 3112154 67261 102269 3404 0 70665 102269 X 1840715 855644 833650 2154241 2674365 3009885 2745030 3112154 333895 1625 0 X 0 1 X 1 0 X 1408877 2223966 2377193 2257213 2701591 10968840 1408877 2223966 2377193 2257213 2701591 10968840 4310565 6658275 301 315 14871 15487 10044 18182 35 4284 32545 11016872 0.60440 0.64580 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 10,044. 2021 AMOUNT: $ 18,182. 2022 AMOUNT: $ 35. 2023 AMOUNT: $ 4,284. PART II, SHORT YEAR EXPLANATION: THE 2021 YEAR COLUMN ENDED 9/30/2022 WAS A SHORT YEAR FOR THE PERIODS 1/1/22-9/30/22. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 3223567 1625 501196 502821 2720746 0 2720746 2888047 501196 501196 2386851 0 2386851 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF THE BOARD PRESIDENT, TREASURER, AND ANOTHER DIRECTOR OF THE BOARD. THE COMMITTEE SHALL ACT WITH FULL AUTHORITY OF THE BOARD BETWEEN BOARD MEETINGS, SUBJECT TO STATUTORY AND BOARD-IMPOSED LIMITATIONS ON COMMITTEE ACTION. FORM 990, PART VI, SECTION B, LINE 11B THE CEO OF GREENWOOD PROJECT WILL EMAIL A DRAFT COPY OF THE FORM 990 TO THE GOVERNING BOARD FOR THEIR REVIEW PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO SIGN AN ANNUAL CONFLICT OF INTEREST POLICY. IF A POTENTIAL CONFLICT EXISTS, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. THE INTERESTED PERSON MAY PRESENT AT THE GOVERNING BOARD MEETING, BUT MUST LEAVE THE ROOM DURING THE DISCUSSION AND VOTE ON THE TRANSACTION OR ARRANGEMENT. THIS MUST BE NOTED IN THE BOARD MINUTES FOR THAT MEETING. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S COMPENSATION IS DIRECTLY LINKED TO HIS PERFORMANCE AND THE ATTAINMENT OF ORGANIZATIONAL OBJECTIVES. AT THE OUTSET OF EVERY FISCAL YEAR, THE CEO PRESENTS HIS PERSONAL AND ORGANIZATIONAL GOALS TO THE BOARD CHAIR AND EXECUTIVE COMMITTEE. FOLLOWING A REVIEW, THESE OBJECTIVES ARE ENDORSED BY BOTH ENTITIES. THE CEO'S COMPENSATION IS CONTINGENT UPON A COMPREHENSIVE ASSESSMENT OF HIS PERFORMANCE VIS--VIS THESE GOALS. COMPARABILITY DATA AND NONPROFIT COMPENSATION GUIDES ARE USED TO DETERMINE COMPENSATION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.