2021-11-15T10:00:02-06:00 2020-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2020-01-01 474970343 SERVICE YEAR EXCHANGE INC SERV 2027347277 1400 I STREET NW NO 900 WASHINGTON DC 20005 JENNIFER BAGAGLIO COO 2027347277 2021-11-15 1 JENNIFER BAGAGLIO 999009999 J CALVIN MARKS P01226973 9197196400 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JENNIFER BAGAGLIO 1400 I STREET NW NO 900 WASHINGTON DC 20005 6244091 0 X ABOUT.SERVICEYEAR.ORG X 2015 DE WE WORK TO MAKE A SERVICE YEAR A COMMON EXPECTATION & OPPORTUNITY FOR ALL YOUNG AMERICANS. 12 11 23 12 0 0 1774665 5844937 320037 258536 24 18 115126 140600 2209852 6244091 182253 19000 0 0 3083524 1955410 0 0 403633 1751203 1552804 5016980 3527214 -2807128 2716877 1671085 3880655 973459 473152 697626 3407503 X SERVICE YEAR ALLIANCE IS AN ORGANIZATION RELENTLESSLY PURSUING A BOLD VISION MAKING A YEAR OF SERVICE A COMMON EXPECTATION AND OPPORTUNITY FOR ALL YOUNG AMERICANS AS A WAY TO TACKLE IMPORTANT CHALLENGES WHILE TRANSFORMING THEIR OWN LIVES. 0 0 963185 19000 PROGRAMS & PARTNERSHIPS: THE PROGRAMS TEAM CREATES AND CONVENES LEARNING COHORTS OF SERVICE YEAR PROGRAMS, STATE SERVICE COMMISSIONS, IMPACT COMMUNITIES, AND OTHER STAKEHOLDERS TO PILOT, LEARN, AND DOCUMENT SOLUTIONS TO UNBLOCK SHARED CHALLENGES, DEVELOP BEST PRACTICES OR EXPLORE NEW OPPORTUNITIES TO DEPLOY SERVICE. IN 2020 THIS BODY OF WORK FOCUSED ON CONVENING A COVID-19 COHORT TO SUPPORT PROGRAMS MOBILIZING THEIR CORPS MEMBERS TO ADVANCE CONTACT TRACING EFFORTS AND OTHER PANDEMIC RECOVERY ACTIVITIES & A POSTSECONDARY PATHWAYS COHORT TO SUPPORT PROGRAMS CREATING OPPORTUNITIES FOR YOUNG PEOPLE TO HAVE A SUCCESSFUL SERVICE YEAR EXPERIENCE AFTER GRADUATING HIGHSCHOOL. THE PARTNERSHIPS TEAM SUPPORTS A DIVERSE NETWORK OF SERVICE YEAR IMPACT COMMUNITIES ACROSS THE COUNTRY TO LEARN AND SHARE BEST PRACTICES IN THEIR EFFORTS TO BRING UNIVERSAL NATIONAL SERVICE TO LIFE IN THEIR COMMUNITIES. IN 2020 WE GREW THE NETWORK FROM 10 TO 11 COMMUNITIES. THE PROGRAMS & PARTNERSHIPS TEAM ALSO SUPPORTS THE SERVICE YEAR ALUMS NETWORK (INCLUSIVE OF AMERICORPS ALUMS, RETURNED PEACE CORPS VOLUNTEERS, YOUTHBUILD ALUMS, AND ALUMS FROM VARIOUS OTHER SERVICE PROGRAMS) BY ESTABLISHING THE PEER-LED ALUMNI CHAPTER STEERING COMMITTEE AND BY CREATING PARTNERSHIPS WITH ORGANIZATIONS TO CONNECT ALUMS IN THE DATABASE WITH RELEVANT LOCAL EVENTS, RESOURCES, AND OTHER CAREER, NETWORKING, AND PERSON AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES. 815741 SERVICE YEAR EXCHANGE: BUILD A STATE-OF-THE-ART ONLINE MARKETPLACE AND RESOURCE HUB, TO MATCH YOUNG PEOPLE INTERESTED IN SERVICE WITH SERVICE YEAR OPPORTUNITIES, PROVIDE SERVING CORPS MEMBERS WITH A VIRTUAL COMPANION TO THEIR SERVICE, AND CONNECT ALUMS TO EACH OTHER AS PART OF A LIFELONG ALUMNI NETWORK. IN 2020, WE ADDED 30,000 NEW USERS AND EXPANDED THE NUMBER OF HOST ORGANIZATIONS RECRUITING ON THE PLATFORM. 377457 POLICY: THE POLICY TEAM LEADS THE SERVE AMERICA TOGETHER CAMPAIGN TO MAKE SERVICE PART OF GROWING UP IN AMERICA. THE CAMPAIGN ENGAGES A DIVERSE COALITION OF STAKEHOLDERS AND MOBILIZES LEADERSHIP COUNCIL MEMBERS TO ELEVATE SERVICE YEARS AS AN EXPERIENCE THAT TRANSFORMS LIVES, STRENGTHENS COMMUNITIES, AND FUELS CIVIC RENEWAL, AS WELL AS ADVANCE POLICY PROPOSALS TO WORK TOWARD THE DAY WHERE SERVICE IS AT SCALE, ADDRESSING AMERICA'S UNMET NEEDS, BRIDGING DIVIDES AND FUELING CIVIC RENEWAL, AN OPPORTUNITY FOR ALL, AND BUILDING PATHWAYS TO LONG-TERM SUCCESS FOR THE INDIVIDUALS WHO SERVE. 104095 258536 COMMUNICATIONS - THE COMMUNICATIONS ACTIVITIES ARE FOCUSED ON AMPLIFYING THE ACTIVITIES OF THE POLICY, PARTNERSHIPS, AND PROGRAMS TEAM AT SYA VIA OP-EDS, MEDIA OUTREACH, AND EXTERNAL AFFAIRS PARTNERSHIPS. 104095 258536 2260478 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 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 22 0 1 23 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA DC DE IL MI NE NY TX WA X JENNIFER BAGAGLIO COO 2027347277 1400 I STREET NW STE 900 WASHINGTON DC 20005 JESSE COLVIN CEO 40.00 X X 184216 0 24075 JENNIFER BAGAGLIO CHIEF OPERATING OFFICER 40.00 X 143564 0 6423 SANFORD KEITH CHIEF DEVELOPMENT OFFICER 40.00 X 141058 0 12843 KRISTEN BENNETT CHIEF STRATEGY OFFICER 40.00 X 133313 0 12353 YASMEEN SHAHEEN-MCCONNELL MANAGING DIRECTOR, STRATEGIC ENGAGEMENT 40.00 X 114678 0 11455 BROOKE BOHNET DIRECTOR, COMMUNITY PARTNERS 40.00 X 108995 0 26990 GEN STANLEY MCCHRYSTAL CHAIRMAN 1.00 X X 0 0 0 JOHN BRIDGELAND VICE CHAIRMAN 1.00 X X 0 0 0 JIM BILDNER SECRETARY 1.00 X X 0 0 0 NAMITA KHASAT TREASURER 1.00 X X 0 0 0 REGINALD BROWN MEMBER 1.00 X 0 0 0 MICHAEL BROWN MEMBER (FROM JAN '20) 1.00 X 0 0 0 ELLIOT GERSON MEMBER 1.00 X 0 0 0 ROBERT GORDON MEMBER 1.00 X 0 0 0 ALAN KHAZEI MEMBER (TO JAN '20) 1.00 X 0 0 0 MAISHA LEEK MEMBER 1.00 X 0 0 0 AMNON RODAN MEMBER (FROM JAN '20) 1.00 X 0 0 0 TAE YOO MEMBER 1.00 X 0 0 0 825824 0 94139 8 0 1 0 FUTURE PROCESSING BOJKOWSKA 37A 44-100 GLIWICE PL SOFTWARE DEVELOPMENT SERVICES 239425 FACEBOOK 1 HACKER WAY MENLO CA 94025 ADVERTISING SERVICES 230902 2 97187 535052 5212698 5844937 CONSULTING & CONTRACTS 541610 258536 258536 258536 18 18 SUBLEASE INCOME 531120 140600 140600 140600 6244091 258536 0 140618 3000 3000 16000 16000 208291 118937 55154 34200 1473871 836589 395673 241609 49200 29238 11774 8188 106940 63977 25196 17767 117108 69066 28428 19614 88 88 122803 122803 252509 223380 26715 2414 252976 252601 375 4843 1799 2989 55 406401 375959 19329 11113 388864 229607 93991 65266 10290 5076 3182 2032 26503 23764 1761 978 4653 4653 25306 25306 35933 35933 DUES & SUBSCRIPTIONS 13661 9225 4039 397 STAFF & PARTNER APPRECI 7974 2260 5714 3527214 2260478 863103 403633 195215 2703979 25126 25144 1276325 1033589 86030 52078 145464 110603 56035 34861 32354 31004 1671085 3880655 231648 218198 38489 42884 450000 253322 212070 973459 473152 X -1037447 -138573 1735073 3546076 697626 3407503 1671085 3880655 X 2716877 -7000 X 0 1 X 1 0 X 15511800 5459264 6141820 1774665 5844937 34732486 15511800 5459264 6141820 1774665 5844937 34732486 19826538 14905948 24 18 42 115126 140600 255726 34988254 1532858 0.42600 0.40370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 76 70288 70364 3456850 3527214 326361 81590 0 0 572981 553923 400849 326361 1854114 2781171 23333 11599 20269 70364 125565 143245 138481 100212 81590 463528 695292 757 2971 76 3804 145464 110603 34861 34861 CUSTOMER DEPOSITS 122314 DEFERRED RENT 78156 OTHER LONG TERM LIABILITIES 11600 212070 X 6307293 63202 63202 6244091 0 6244091 3597416 63202 7000 70202 3527214 0 3527214 PART X, LINE 2: MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS NOT TAKEN ANY UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION 740. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 7,000. 1 AMERICORPS ALUMS SEGAL LEADERSHIP AWARD 8 16000 PART I, LINE 2: THE ORGANIZATION DOES NOT MONITOR THE SPECIFIC SPENDING OF THE FUNDS. THE EXPECTATIONS ARE SUCH THAT THE ORGANIZATION EXPECTS THE FUNDS TO BE USED FOR THE PURPOSES FOR WHICH THE PRIZES ARE AWARDED BUT DOES NOT REQUIRE THE RECIPIENTS TO PROVIDE ANY EXPENDITURE REPORTING. PART I, LINE 2 THE ORGANIZATION HAS A SET OF CRITERIA FOR PRIZE WINNERS TO MEET. THEY ARE: IMPACT OF SERVICE PERFORMED IMPACT OF THE EXPERIENCE ON STUDENTS SERVING REPLICABILITY OF THE PROGRAM MODEL SUSTAINABILITY OF THE PROGRAM WITHOUT SUBSTANTIAL GRANT FUNDING TIMELINE FOR IMPLEMENTATION (FOR EXAMPLE, PREFERENCE WILL BE GIVEN TO PROGRAMS THAT WILL LAUNCH BY FALL 2020) PROGRAM DESIGN INSTITUTIONAL SUPPORT (THIS MAY BE DEMONSTRATED BY A LETTER OF SUPPORT FROM THE ADMINISTRATION, NAMED PROGRAM LEADERS, FUNDING MODEL, ETC.) X X X X 0 0 0 0 0 0 0 0 0 JESSE COLVIN CEO 159216 0 25000 0 0 0 7546 0 16529 0 208291 0 0 0 SANFORD KEITH CHIEF DEVELOPMENT OFFICER 136058 0 5000 0 0 0 5693 0 7150 0 153901 0 0 0 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO MAKE DECISIONS ON URGENT MATTERS WHEN THE BOARD IS NOT IN SESSION. FORM 990, PART VI, SECTION A, LINE 2 ELLIOT GERSON AND NAMITA KHASAT HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE ASPEN INSTITUTE, IS A TAX-EXEMPT ORGANIZATION AND A SOLE MEMBER OF SERVICE YEAR EXCHANGE. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER OF THE ORGANIZATION, THE ASPEN INSTITUTE, HAS THE POWER TO ELECT THE BOARD MEMBERS OF SERVICE YEAR EXCHANGE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY OUTSIDE ACCOUNTANTS AND IS REVIEWED BY MANAGEMENT AND THE FINANCE COMMITTEE OF THE BOARD. THE RETURN IS THEN SHARED WITH THE FULL BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR EACH DIRECTOR AND OFFICER FILES A STATEMENT WITH THE BOARD OF DIRECTORS THAT LISTS: (A) ANY OUTSIDE EMPLOYMENT OR CONSULTING WORK THAT COULD CONSTITUTE A CONFLICT; AND (B) ANY BOARD MEMBERSHIP OR AFFILIATION WITH OTHER ORGANIZATIONS THAT COULD CONSTITUTE A CONFLICT. EACH DIRECTOR AND OFFICER MUST ALSO LIST HIS OR HER INVESTMENTS IN ANY CORPORATION, PARTNERSHIP, TRUST, OR FUND IN WHICH HE OR SHE, TOGETHER WITH MEMBERS OF HIS OR HER FAMILY, HAS DIRECTLY OR INDIRECTLY A GREATER THAN 35% OWNERSHIP INTEREST, REGARDLESS OF WHETHER THE INVESTMENTS COULD CONSTITUTE A CONFLICT. ALL MATERIAL FACTS CONCERNING ANY SITUATION THAT MIGHT BE VIEWED AS A CONFLICT SHOULD BE DISCLOSED TO THE BOARD OF DIRECTORS BY THE DIRECTOR OR OFFICER CONCERNED. WHERE DOUBT EXISTS REGARDING WHETHER A CONFLICT EXISTS OR APPEARS TO EXIST, THE MATTER MUST BE RESOLVED BY THE BOARD OF DIRECTORS. NO DIRECTOR OR OFFICER MAY BE PRESENT FOR A VOTE BY THE BOARD OF DIRECTORS ON ANY DECISION OR ACTION BY THE CORPORATION WHICH WOULD DIRECTLY OR INDIRECTLY BENEFIT DIRECTORS OR OFFICERS. THE DIRECTOR OR OFFICER MAY, HOWEVER, ANSWER QUESTIONS OR RESPOND TO REQUESTS, AT A MEETING OR OTHERWISE, FOR FACTUAL INFORMATION NEEDED FOR THE BOARD TO MAKE AN INFORMED DECISION. THE BOARD OF DIRECTORS DOES NOT APPROVE ANY TRANSACTION TO WHICH THE CORPORATION WOULD BE A PARTY AND IN WHICH A DIRECTOR OR OFFICER OF THE CORPORATION HAS A MATERIAL FINANCIAL INTEREST UNLESS AND UNTIL THE BOARD OF DIRECTORS HAS SPECIFICALLY AND IN GOOD FAITH DETERMINED AFTER REASONABLE INVESTIGATION (INCLUDING A REVIEW OF THE TERMS UNDER CONSIDERATION THAT): A. THE BOARD IS AWARE OF ALL MATERIAL FACTS CONCERNING THE TRANSACTION AND THE DIRECTOR OR OFFICER'S INTEREST IN THE TRANSACTION; B. THE CORPORATION IS ENTERING INTO THE TRANSACTION FOR ITS OWN BENEFIT; C. THE TRANSACTION IS FAIR AND REASONABLE AS TO THE CORPORATION; AND D. THE CORPORATION COULD NOT HAVE OBTAINED A MORE ADVANTAGEOUS ARRANGEMENT WITH REASONABLE EFFORT UNDER THE CIRCUMSTANCES. FORM 990, PART VI, SECTION B, LINE 15 IN NOVEMBER 2020, THE CEO'S COMPENSATION WAS DETERMINED BY A GOVERNANCE COMMITTEE OF THE BOARD. THEY USED SIMILAR ORGANIZATIONS AS BENCHMARKS TO ENSURE COMPENSATION REMAINS WITHIN FAIR MARKET VALUE FOR THE INDUSTRY. THE CEO'S COMPENSATION WAS VOTED ON AND APPROVED BY THE FULL BOARD. ALL BOARD LEVEL DISCUSSIONS ON COMPENSATION ARE RECORDED IN BOARD MINUTES. THE CEO DETERMINES THE COMPENSATION FOR THE CHIEF OF STAFF WITH INPUT FROM OTHERS ON THE EXECUTIVE MANAGEMENT TEAM. EXECUTIVE TEAM COMPENSATION IS DETERMINED AS REFLECTIVE OF FAIR MARKET VALUE FOR THE INDUSTRY. THE CEO, IN CONCERT WITH THE CHIEF OF STAFF, DETERMINE COMPENSATION FOR ALL OTHER EMPLOYEES USING SIMILAR METHODS TO ENSURE COMPENSATION IS WITHIN FAIR MARKET VALUE FOR THE INDUSTRY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY SERVICE YEAR EXCHANGE, INC. 47-4970343 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -7,000.