2019-05-10T15:56:37-05:00 2018-12-31 042571780 ALEXANDER ARONSON FINNING & CO PC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2018-01-01 043534407 YEAR UP INC YEAR 6175421533 45 MILK STREET 9TH FLOOR BOSTON MA 02110 ELLEN MCCLAIN CFO 6175421533 2019-05-10 1 CARLA M MCCALL CPA P00535908 5083669100 2019-05-10 64.238.141.162 2019-05-10 14:42:15 ED P C36E3E2B9FD2460AC734E270BD986EB529CD7339 D0D11AF730C84EA989067D997D1D7D43B936B30F 2018 2019-02-21 02:37:17Z GERARLD CHERTAVIAN 45 MILK STREET 9TH FLOOR BOSTON MA 02110 155690575 0 X WWW.YEARUP.ORG X 2000 MA YEAR UP'S MISSION IS TO CLOSE THE OPPORTUNITY DIVIDE BY PROVIDING URBAN YOUNG ADULTS WITH THE SKILLS, EXPERIENCE AND SUPPORT THAT WILL EMPOWER THEM TO REACH THEIR ADULT POTENTIAL THROUGH PROFESSIONAL CAREERS AND HIGHER EDUCATION. 21 20 1163 2338 0 483788 76531725 81652780 56719019 69687369 362173 389625 617514 1159785 134230431 152889559 21051339 25464620 0 0 74814585 86974387 4784 17449 9981575 30334653 35897026 126205361 148353482 8025070 4536077 113262495 118365743 21594576 24012831 91667919 94352912 X YEAR UP'S MISSION IS TO CLOSE THE OPPORTUNITY DIVIDE BY PROVIDING URBAN YOUNG ADULTS WITH THE SKILLS, EXPERIENCE AND SUPPORT THAT WILL EMPOWER THEM TO REACH THEIR ADULT POTENTIAL THROUGH PROFESSIONAL CAREERS AND HIGHER EDUCATION. 0 0 123504115 25464620 70293793 SEE SCHEDULE O 123504115 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 272 0 1 1163 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 20 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 1 1 MD FL CA RI IL WA MA VA NY GA AZ PA SC UT TN WV WI OR OH OK ND NC NM MO MN MI LA KY KS AL AK AR CT HI TX X X X ELLEN MCCLAIN 6175421533 45 MILK STREET 9TH FLOOR BOSTON MA 02110 MELODY BARNES DIRECTOR 1.00 X 0 0 0 SHANIQUE DAVIS DIRECTOR 1.00 X 0 0 0 TIMOTHY DIBBLE TREASURER 1.00 X X 0 0 0 PAUL EDGERLEY DIRECTOR 1.00 X 0 0 0 BILL GREEN DIRECTOR 1.00 X 0 0 0 PETER HANDRINOS SECRETARY 1.00 X X 0 0 0 ROD MCCOWAN DIRECTOR 1.00 X 0 0 0 JIM FOWLER DIRECTOR 1.00 X 0 0 0 DEVAL PATRICK DIRECTOR 1.00 X 0 0 0 PAUL PRESSLER DIRECTOR 1.00 X 0 0 0 PAUL SALEM CHAIRMAN 1.00 X X 0 0 0 BOB STEEL DIRECTOR 1.00 X 0 0 0 KERRY SULLIVAN DIRECTOR 1.00 X 0 0 0 ROBERT TEMPLIN DIRECTOR 1.00 X 0 0 0 GREG WALTON DIRECTOR 1.00 X 0 0 0 JUDY MINER DIRECTOR 1.00 X 0 0 0 JORDAN URUTTIA DIRECTOR 1.00 X 0 0 0 JOSEPH BARATTA DIRECTOR 1.00 X 0 0 0 RUTHANN BOWEN DIRECTOR 1.00 X 0 0 0 BARBY SIEGEL DIRECTOR 1.00 X 0 0 0 GERALD CHERTAVIAN CHIEF EXECUTIVE OFFICER 40.00 X X 465385 0 33335 GARRETT MORAN PRESIDENT 40.00 X 35100 0 17806 JOHN BRADLEY CHIEF OPERATING OFFICER 40.00 X 229792 0 19526 ELLEN MCCLAIN CHIEF FINANCIAL OFFICER 40.00 X 231542 0 17806 JAMES THIE CHIEF INFORMATION OFFICER 40.00 X 187787 0 26110 JEFFREY ARTIS NATIONAL DIRECTOR OF CORPO 40.00 X 233077 0 29460 BELINDA STUBBLEFIELD NATIONAL SITE DIRECTOR 40.00 X 219522 0 12836 JASON BANFIELD CHIEF OFFICER FOR SCALE & 40.00 X 297875 0 28211 SUSAN MURRAY NATIONAL DIRECTOR OF DEVEL 40.00 X 223539 0 27252 SHAWN BOHEN NATIONAL DIR OF STRATEGIC 40.00 X 232204 0 29416 CASEY RECUPERO NATIONAL DIRECTOR OF PROGR 40.00 X 215408 0 28576 JULIE WOPOV SENIOR DIRECTOR OF PHILANT 40.00 X 193100 0 27461 DONALD GER NATIONAL DIRECTOR OF COLLE 40.00 X 189511 0 27281 ELYSE ROSENBLUM SENIOR DIRECTOR GRADS OF L 40.00 X 213760 0 25198 DWIGHT POWERY NATIONAL SITE DIRECTOR 40.00 X 207000 0 8885 SUZANNE BERGER CAMPAIGN DIRECTOR 40.00 X 199429 0 27677 3574031 0 386836 137 0 1 0 ACCENTURE LLC 1255 TREAT BLVD SUITE 250 WALNUT CREEK CA 94597 TECHNOLOGY AND OUTSOURCING SERVICES 427578 BLUJAY INC 297 WIMBLEDON CT NORTH BRUNSWICK NJ 08902 LOGISTIC SERVICE 370273 ABT ASSOCIATES INC PO BOX 84-5586 BOSTON MA 02284 RESEARCH, CONSULTING, AND TECHNICAL ASSI 247776 RELIANCE METHODS 5546 RIDGEDALE AVE DALLAS TX 75206 BUSINESS CONSULTANT 237084 CIVITAS PUBLIC AFFAIRS GROUP LLC 409 7TH ST NW SUITE 350 WASHINGTON DC 20004 DELIVERS WINNING ADVOCACY AND PUBLIC AFF 232029 5 438089 870091 80344600 832745 81652780 PROGRAM SERVICE REVENUE 900099 69687369 69687369 69687369 273004 273004 2737471 2620850 116621 116621 116621 733527 438089 180166 553361 553361 MISCELLANEOUS 900099 606424 606424 606424 152889559 70293793 0 942986 25464620 25464620 2964534 1064965 1525806 373763 63196536 52003702 5210297 5982537 1995131 1597423 196412 201296 13540370 11198689 1322762 1018919 5277816 4267456 505014 505346 5262740 4230913 879586 152241 11143 11143 101410 101410 17449 17449 647172 178608 460878 7686 1841865 1836217 491 5157 3995861 2965140 711533 319188 4624100 3866950 506999 250151 7572386 5959179 1611701 1506 4435686 3509320 648153 278213 2378676 1595552 226373 556751 1382 1382 3515497 2730426 622346 162725 225192 24969 200223 PRINTING AND PUBLICATIO 1111119 959287 10245 141587 POSTAGE AND SHIPPING 93403 24951 62093 6359 BAD DEBT 49084 49084 MISCELLANEOUS 30310 25748 3861 701 148353482 123504115 14867792 9981575 27860655 35593843 3749638 3473470 35800945 37238002 10335571 6548774 1725689 2150377 36259193 14360715 22966233 21898478 10343764 10982799 480000 480000 113262495 118365743 20579578 22678561 1014998 1334270 21594576 24012831 X 52387187 51855946 39280732 42496966 91667919 94352912 113262495 118365743 4536077 -793352 -1057732 0 X X 0 1 X 1 0 X 20002721 6816346 13186375 8682721 6216532 2466189 7573751 1327837 6245914 21898478 X PART X, LINE 2: THE ENTITY ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE CONSOLIDATING FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ENTITY HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATING FINANCIAL STATEMENTS AT DECEMBER 31, 2018 AND 2017. YEAR UP'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 YEAR UP MAKES ITS RACIALLY NONDISCRIMINATORY POLICIES KNOWN TO THE GENERAL COMMUNITY THROUGH ITS CORPORATE SPONSOR BROCHURE, JOB POSTINGS, ADMISSIONS MATERIAL, THE EMPLOYEE HANDBOOK, AND THE ORGANIZATION'S WEBSITE. SCHEDULE E, PART I, LINE 6 SEE PART II SUPPLEMENTAL INFORMATION. LINE 6- EXPLANATION OF GOVERNMENT FINANCIAL AID YEAR UP RECEIVED GRANTS FROM U.S. DEPARTMENT OF LABOR THROUGH THE WORKFORCE INVESTMENT OPPORTUNITY ACT (WIOA) - SUPPORTING THE STATE OF ARIZONA; DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT - SUPPORTING THE STATE OF MASSACHUSETTS; US DEPARTMENT OF AGRICULTURE THROUGH THE UNIVERSITY OF MASSACHUSETTS - SUPPORTING THE STATE OF MASSACHUSETTS; US DEPARTMENT OF AGRICULTURE THROUGH THE SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM - SUPPORTING THE STATE OF RHODE ISLAND; CORPORATION FOR NATIONAL AND COMMUNITY SERVICE - SUPPORTING THE DISTRICT OF COLUMBIA/NATIONAL CAPITAL REGION AND PENNSYLVANIA; DEPARTMENT OF EDUCATION - SUPPORTING THE STATE OF MASSACHUSETTS; GOVERNOR'S WORKFORCE BOARD OF RHODE ISLAND - SUPPORTING THE STATE OF RHODE ISLAND; MAYORS FUND TO ADVANCE NEW YORK CITY - SUPPORTING NEW YORK; COUNTY OF SANTA CLARA SOCIAL SERVICES AGENCY - SUPPORTING THE STATE OF CALIFORNIA; THE $870,091 IN GRANTS WAS FOR DEVELOPMENT TO SUPPORT THE ABOVE MENTIONED STATES. X X X X X X X 1 TRANSCEND MARKETING AND EVENTS 2233 BANCROFT PLACE NW WASHINGTON DC 20008 BOSTON GOLF AND PUGET SOUND PROFESSIONAL OLYMPICS 0 699924 5000 694924 699924 5000 694924 MD FL CA RI IL WA MA VA NY GA AZ PA SC UT TN WV WI OH OR OK ND NC NM MI MO MN LA KY KS AL AK AR CT HI TX MA GOLF TOURNAMENT 371502 24539 346963 0 0 71400 7206 0 0 YUBA 10 YEAR ANNIVERSARY 328422 172500 155922 0 0 20218 28628 0 5000 3 471692 241050 230642 0 0 9270 32836 2225 3383 1171616 438089 733527 100888 68670 2225 8383 180166 553361 1 STUDENT STIPENDS 6942 20224070 COLLEGE FEES 6942 3143088 STUDENT TRANSPORTATION 1212 1528308 PART I, LINE 2: EDUCATIONAL STIPENDS ARE DISTRIBUTED TO ALL ENROLLED STUDENTS AND ARE MONITORED AND APPROVED, ON AN ON-GOING BASIS, BY PROGRAM MANAGER, SITE LEADERSHIP AND DIRECTOR OF FINANCIAL OPERATIONS. ALL EDUCATIONAL STIPENDS ARE FULLY DOCUMENTED. A SMALL PORTION OF STUDENT TRANSPORTATION COSTS ARE SUBSIDIZED. STUDENT TRANSPORTATION SUBSIDIES ARE ALSO MONITORED AND APPROVED, ON AN ON-GOING BASIS, BY PROGRAM MANAGER, SITE LEADERSHIP AND DIRECTOR OF FINANCIAL OPERATIONS. TRANSPORTATION SUBSIDIES ARE ALSO FULLY DOCUMENTED. STUDENTS EARN COLLEGE CREDITS THROUGH PROGRAM PARTICIPATION. X X X 0 0 0 0 0 0 0 0 0 GERALD CHERTAVIAN CHIEF EXECUTIVE OFFICER 465385 0 0 0 0 0 15529 0 17806 0 498720 0 0 0 JOHN BRADLEY CHIEF OPERATING OFFICER 229792 0 0 0 0 0 1720 0 17806 0 249318 0 0 0 ELLEN MCCLAIN CHIEF FINANCIAL OFFICER 231542 0 0 0 0 0 0 0 17806 0 249348 0 0 0 JAMES THIE CHIEF INFORMATION OFFICER 187787 0 0 0 0 0 8304 0 17806 0 213897 0 0 0 JEFFREY ARTIS NATIONAL DIRECTOR OF CORPO 233077 0 0 0 0 0 11654 0 17806 0 262537 0 0 0 BELINDA STUBBLEFIELD NATIONAL SITE DIRECTOR 219522 0 0 0 0 0 6316 0 6520 0 232358 0 0 0 JASON BANFIELD CHIEF OFFICER FOR SCALE & 297875 0 0 0 0 0 10405 0 17806 0 326086 0 0 0 SUSAN MURRAY NATIONAL DIRECTOR OF DEVEL 223539 0 0 0 0 0 9446 0 17806 0 250791 0 0 0 SHAWN BOHEN NATIONAL DIR OF STRATEGIC 232204 0 0 0 0 0 11610 0 17806 0 261620 0 0 0 CASEY RECUPERO NATIONAL DIRECTOR OF PROGR 215408 0 0 0 0 0 10770 0 17806 0 243984 0 0 0 JULIE WOPOV SENIOR DIRECTOR OF PHILANT 193100 0 0 0 0 0 9655 0 17806 0 220561 0 0 0 DONALD GER NATIONAL DIRECTOR OF COLLE 189511 0 0 0 0 0 9475 0 17806 0 216792 0 0 0 ELYSE ROSENBLUM SENIOR DIRECTOR GRADS OF L 213760 0 0 0 0 0 7392 0 17806 0 238958 0 0 0 DWIGHT POWERY NATIONAL SITE DIRECTOR 207000 0 0 0 0 0 2365 0 6520 0 215885 0 0 0 SUZANNE BERGER CAMPAIGN DIRECTOR 199429 0 0 0 0 0 9871 0 17806 0 227106 0 0 0 X 24 832745 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES FIDELITY INVESTMENTS AND U.S. TRUST TO SELL DONATED STOCK. FORM 990, PART III, LINE 4A - PROGRAM SERVICE ACCOMPLISHMENTS YEAR UP IS A NATIONAL NONPROFIT ORGANIZATION THAT ENABLES LOW-INCOME YOUNG ADULTS (AGES 18-24) TO MOVE FROM POVERTY TO PROFESSIONAL CAREERS IN ONE YEAR. WE SEEK TO CLOSE THE OPPORTUNITY DIVIDE-THE GAP BETWEEN THOSE WHO HAVE ACCESS TO EDUCATION, RESOURCES, AND LIVING-WAGE EMPLOYMENT, AND THOSE WHO DO NOT. YEAR UP'S MISSION IS TO CLOSE THE OPPORTUNITY DIVIDE BY PROVIDING URBAN YOUNG ADULTS WITH THE SKILLS, EXPERIENCE, AND SUPPORT THAT WILL EMPOWER THEM TO REACH THEIR POTENTIAL THROUGH PROFESSIONAL CAREERS AND HIGHER EDUCATION. IN ACHIEVING OUR MISSION, YEAR UP ACTS AS AN "OPPORTUNITY BROKER" BETWEEN YOUNG ADULTS AND CORPORATIONS LACKING ACCESS TO A WELL-TRAINED WORKFORCE AND A PIPELINE OF TALENT FOR APPROXIMATELY 14 MILLION VACANT JOBS THAT COMPANIES WILL STRUGGLE TO FILL BETWEEN NOW AND 2020. FORM 990, PART VI, SECTION B, LINE 11B THE FULL 990 IS REVIEWED IN DETAIL BY THE AUDIT COMMITTEE AT A FULL AUDIT COMMITTEE MEETING WITH OUR 990 PREPARER IN ATTENDANCE. THE CHAIR OF THE AUDIT COMMITTEE THEN REPORTS TO THE BOARD ANY CONCERNS ARISING FROM THE 990 OR STATES THAT THERE WERE NO ISSUES ARISING FROM THE 990 AND ASKS THAT THE FULL BOARD VOTE TO APPROVE THE 990. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR ALL MEMBERS OF THE BOARD AND ALL KEY MANAGEMENT EMPLOYEES MUST SIGN THE CONFLICT OF INTEREST POLICY AND TAKE THIS INTO CONSIDERATION AS PART OF THE DUE DILIGENCE FOR ALL BUSINESS TRANSACTIONS. AFTER A DISCLOSURE OF A FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER A DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE REMAINING BOARD OR COMMITTEE MEMBERS DISCUSS AND DETERMINE BY VOTE WHETHER A CONFLICT OF INTEREST EXISTS. IF A POTENTIAL CONFLICT OF INTEREST EXISTS, A VOTE ON WHETHER OR NOT TO ENTER INTO THE TRANSACTION WILL BE TAKEN BY THE DISINTERESTED DIRECTORS OR MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 EACH YEAR UP STAFF MEMBER, INCLUDING THE CEO, RECEIVES A 360 DEGREE REVIEW, WHICH INCLUDES A REVIEW FROM LOCAL OR NATIONAL BOARD FOR SENIOR EXECUTIVES, PRIOR TO RECEIVING A SALARY ADJUSTMENT. THIS REVIEW OCCURS ANNUALLY. INPUTS TO SALARY INCREASE ARE INFORMED BY A NUMBER OF FACTORS, INCLUDING BUT NOT LIMITED TO, COMPETENCY, PROFICIENCY, PERFORMANCE, EXPERIENCE, GEOGRAPHY, ORGANIZATIONAL GROWTH AND OVERALL ECONOMY. THE GOVERNING BOARD REVIEWS PERFORMANCE EVALUATIONS, SALARIES AND RECOMMENDATIONS FOR INCREASES FOR ALL YEAR UP EXECUTIVES ANNUALLY TO ENSURE OUR COMPENSATION SYSTEM IS FAIR AND EQUITABLE, AND IN LINE WITH MARKET ANALYSIS. YEAR UP SALARIES AND SALARY BANDS ARE REVIEWED AGAINST MARKET DATA ON AN ON-GOING BASIS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 IS AVAILABLE ON OUR WEBSITE, GUIDESTAR.ORG WEBSITE OR THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. PART XII LINE 2C PROCESS HASNT CHANGED FROM PRIOR YEAR. YEAR UP PROFESSIONAL RESOURCES 4601 DTC BLVD SUITE 650 DENVER CO 80237 455023664 STAFFING AND RECRUITING DE YEAR UP INC C 1.00000 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 YEAR UP PROFESSIONAL RESOURCES M 189605 FAIR MARKET VALUE