2018-11-14T10:52:25-06:00 2017-12-31 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 191037341 990 2017-01-01 474970343 SERVICE YEAR EXCHANGE INC SERV 2027347277 1400 I STREET NW NO 900 WASHINGTON DC 20005 SHIRLEY SAGAWA PRESIDENT AND CEO 2027347277 2018-11-13 1 JULIUS C GREEN CPA P00350393 2159720701 X 96.89.178.186 2018-11-13 15:17:56 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 0EDBA9E346E33D8FDAC35F5746F849DF1C5CC14B 2017 2019-02-21 02:37:17Z SHIRLEY SAGAWA 1400 I STREET NW NO 900 WASHINGTON DC 20005 5489264 0 X ABOUT.SERVICEYEAR.ORG X 2015 DC WE WORK TO MAKE A SERVICE YEAR A COMMON EXPECTATION & OPPORTUNITY FOR ALL YOUNG AMERICANS. 10 9 55 450 0 0 15511800 5459264 245000 30000 0 -25051 0 0 15756800 5464213 100000 384250 0 0 2522156 3709310 0 0 588226 4049137 4366066 6671293 8459626 9085507 -2995413 12450999 9618076 544247 706737 11906752 8911339 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 1642185 0 0 NATIONAL RECRUITMENT, AWARENESS, AND CORPS MEMBER SUPPORT: INSPIRE A GENERATION OF YOUNG PEOPLE TO DO A SERVICE YEAR AND REWARD THEIR SERVICE. IN 2017 WE EXPANDED OUR 'MY OFFICE' RECRUITMENT CAMPAIGN WITH ALUM VIDEOS, A PAID SOCIAL MEDIA CAMPAIGN LEVERAGING FACEBOOK, INSTAGRAM AND TWITTER, MARKETING TEMPLATES FOR COMMISSIONS AND HOST ORGANIZATIONS, RECRUITMENT ACTIVITIES ON CAMPUS AND PROMOTION AT 2 LARGE MUSIC FESTIVALS. IN NOVEMBER AND DECEMBER, WE SET UP A SOCIAL MEDIA CAMPAIGN ON FACEBOOK AND INSTAGRAM FOR THE IOWA COMMISSION. OVERALL, WE EXCEEDED 140,000 FOLLOWERS ON ALL OF OUR SOCIAL MEDIA CHANNELS. 1811684 0 0 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. THE SERVICE YEAR EXCHANGE REGISTERED OVER 71,000 NEW USERS AND REACHED A TOTAL OF 433 CERTIFIED HOST ORGANIZATIONS IN 2017. 1633344 384250 0 GROW SERVICE YEAR PROGRAMS: GROW EXISTING SERVICE YEAR PROGRAMS AND HELP CREATE NEW ONES, FOCUSING ON SPECIFIC ISSUES AND PLACES. SERVICE YEAR ALLIANCE IS ONLY FOCUSED ON GROWTH THAT DELIVERS A TWO-FOLD IMPACT: MEASURABLY ADDRESSING DEFINED NEEDS IN COMMUNITIES AND CHANGING THE LIVES OF THOSE WHO SERVE. WE ARE DOING THIS BY PURSUING GROWTH IN SPECIFIC AREAS TO ADDRESS SPECIFIC CHALLENGES; DEVELOPING ISSUE-AREA GROWTH COHORTS; AND EDUCATING POLICY-MAKERS ABOUT DEFINED CHALLENGES. IN 2017, THE GROWTH TEAM WORKED WITH A NUMBER OF COMMUNITIES COMMITTED TO SCALE TO BUILD SERVICE YEAR PLANS, WE PARTNERED WITH 9 OF THE NATION'S LARGEST SERVICE YEAR PROGRAMS TO EXECUTE JOINT STRATEGIES TO ADVANCE GOALS FOCUSED ON ENHANCING PROGRAM QUALITY AND/OR IMPACT, HOSTED A BEST PRACTICES COMPETITION TO COLLECT TEMPLATES AND DOCUMENTS TO HELP SUPPORT THE SECTOR, DESIGNED AND EXECUTED A SERIES OF TRAININGS AND CONVENINGS THAT BROUGHT TOGETHER DOZENS OF DIVERSE ORGANIZATIONS TO DISCUSS STRATEGIES TO IMPROVE AND/OR GROW THEIR PROGRAMS. 1805318 0 30000 POLICY & MOVEMENT BUILDING: EXPAND AMERICORPS, THE PEACE CORPS, AND YOUTHBUILD BY FOSTERING A GRASSROOTS MOVEMENT OF SUPPORT FOR SERVICE YEAR OPPORTUNITIES, AN ALLIANCE OF INFLUENTIAL AMERICANS, AND SUPPORTING SERVICE YEAR POLICY DEVELOPMENT. THE MOVEMENT BUILDING TEAM RECRUITED 22 NEW COMMUNITY TEAM LEADERS AND MORE THAN 1,200 VOLUNTEERS, FOR A TOTAL OF 59 COMMUNITY TEAM LEADERS AND 2,068 VOLUNTEERS MOBILIZED TO BUILD THE MOVEMENT FOR NATIONAL SERVICE. 1805318 0 30000 6892531 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 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 17 0 1 55 1 0 0 0 0 0 0 0 0 0 0 X 10 9 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 DE DC CA CT FL IL OK MA MI NY X JENNIFER BAGAGLIO COO 2027347277 1400 I STREET NW STE 900 WASHINGTON DC 20005 ALAN KHAZEI VICE CHAIRMAN 1.00 X X 0 0 0 DEB JOSPIN SECRETARY 1.00 X X 0 0 0 ELLIOT GERSON MEMBER 1.00 X 0 0 0 STANLEY MCCHRYSTAL CHAIRMAN 1.00 X X 0 0 0 JIM BILDNER MEMBER 1.00 X 0 0 0 JOHN BRIDGELAND VICE CHAIRMAN 1.00 X X 0 0 0 NAMITA KHASAT TREASURER 1.00 X X 0 0 0 ROBERT GORDON MEMBER 1.00 X 0 0 0 SHIRLEY SAGAWA PRESIDENT & CEO 40.00 X X 287865 0 12259 TAE YOO MEMBER 1.00 X 0 0 0 SANDIE QUINN CHIEF TECHNOLOGY OFFICER 40.00 X 176113 0 36633 MACKENZIE MORITZ CHIEF OF STAFF/CHIEF PTNSHIPS OFF. 40.00 X 133206 0 16240 AMY MCISAAC CHIEF BUSINESS DEVELOPMENT OFFICER 40.00 X 128445 0 9483 ERIN FINUCANE MANAGING DIR, MOVEMENT BUILDING 40.00 X 113057 0 6627 ROSA MORENO CHIEF GROWTH OFFICER 40.00 X 131870 0 12448 JENNIFER BAGAGLIO CHIEF OPERATING OFFICER 40.00 X 112572 0 9798 1083128 0 103488 7 0 1 0 YOUR PART-TIME CONTROLLER 1500 WALNUT STREET SUITE 1200 PHILADELPHIA PA 19102 ACCOUNTING SERVICES 123459 NATIONSWELL 227 WEST 29TH STREET 8R NEW YORK NY 10001 CONSULTING SERVICES 120000 CAPITOL HILL PARTNERS 122 C STREET NW SUITE 650 WASHINGTON DC 20001 CONSULTING SERVICES 102000 DIANE TY 5125 WAUKESHA ROAD BETHESDA MD 20816 CONSULTING SERVICES 100900 4 5459264 31849 5459264 CONSULTING & CONTRACTS 541610 30000 30000 30000 25051 -25051 -25051 -25051 5464213 30000 0 -25051 X 384250 384250 512624 383706 65951 62967 2694330 2003027 352583 338720 80647 60570 9382 10695 196933 163044 19909 13980 224776 193282 3069 28425 9826 9826 160471 160471 23333 23333 1680231 1625441 14540 40250 559141 551487 3349 4305 95333 41595 48548 5190 240329 190197 50132 420440 316726 54808 48906 404753 359698 12485 32570 251904 244168 5812 1924 393041 364913 28128 20837 20837 RECRUITMENT 87350 87350 DUES, FEES & SUBS. 19077 10427 8356 294 8459626 6892531 978869 588226 4409436 3566106 50000 50070 4890105 2119510 20038 6957 46602 94896 4506899 758716 3003814 3748183 31004 32354 12450999 9618076 373472 586715 78772 170775 41250 544247 706737 X 3058222 3288056 8848530 5623283 11906752 8911339 12450999 9618076 -2995413 0 X 0 1 X 1 0 X 859092 15413314 5459264 21731670 859092 15413314 5459264 21731670 6284935 15446735 21731670 275000 X PART II, SHORT YEAR EXPLANATION: THE ORGANIZATION WAS INCORPORATED DURING 2015, THEREFORE, THE 2015 COLUMN INCLUDES A SHORT YEAR. 757 22576 23333 8436293 8459626 572981 143245 0 0 483565 572981 1056546 1584819 25198 23333 48531 120891 143245 264136 396204 2410 757 3167 143871 29786 114085 4363028 728930 3634098 3748183 DUE TO AFFILIATED ORGANIZATIONS 41250 41250 X 5738194 248930 248930 5489264 -25051 -25051 5464213 8733607 248930 25051 273981 8459626 0 8459626 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 XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSET -25,051. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSET 25,051. 1 GREATER ENGLEWOOD CDC 815 W 63RD STREET 4TH FLOOR CHICAGO IL 60621 770627605 501(1)(3) 50000 FOSTER ECONOMIC DEVELOPMENT OPPORTUNITIES WITHIN THE GREATER ENGLEWOOD COMMUNITY CITY OF SAN JOSE 200 E SANTA CLARA STREET SAN JOSE CA 95113 946000419 501(1)(3) 50000 TO DEVELOP AND IMPLEMENT STRATEGIES TO MEET THE GOAL OF MAKING SERVICE YEARS A COMMON EXPECTATION AND OPPORTUNITY FOR ALL YOUNG AMERICANS IN SAN JOSE. HABITAT FOR HUMANITY INTERNATIONAL 121 HABITAT STREET AMERICUS GA 31709 911914868 501(1)(3) 50000 FOSTER GROWTH OF SERVICE YEAR OPPORTUNITIES WITHIN THE HABITAT AFFILIATE NETWORK PUBLIC ALLIES INC 735 N WATER STREET SUITE 2260 MILWAUKEE WI 53202 521759564 501(1)(3) 56250 TO INCREASE THE VALUE PROPOSITION FOR THOSE SERVING AND GROW SERVICE YEAR OPPORTUNITIES FOR UNDERREPRESENTED POPULATION AND OPPORTUNITY YOUTH (YOUTH OUT OF SCHOOL AND WORK FOR AT LEAST 1 YEAR). READING & MATH FOUNDATION 120 SOUTH 6TH STREET SUITE 2260 MINNEAPOLIS MN 55402 900581094 501(1)(3) 75000 TO PILOT A COLLECTIVE IMPACT AND SHARED MEASUREMENT EDUCATION INITIATIVE IN THREE LOCATIONS. THE CORPS NETWORK 1275 K STREET NW SUITE 1050 WASHINGTON DC 20005 521480202 501(1)(3) 75000 TO INCREASE THE VALUE PROPOSITION FOR THOSE SERVING AND GROW SERVICE YEAR OPPORTUNITIES. YOUTH BUILD USA 58 DAY STREET SOMMERVILLE MA 02144 223076454 501(1)(3) 25000 TO INCREASE THE NUMBER OF YOUTHBUILD POSITIONS LISTED ON SERVICEYEAR.ORG AND GROW SERVICE YEAR OPPORTUNITIES IN THE FIELD FOR OPPORTUNIY YOUTH (YOUTH OUT OF SCHOOL AND WORK FOR AT LEAST 1 YEAR) 7 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 2017) 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 1 0 SHIRLEY SAGAWA PRESIDENT & CEO 287865 0 0 0 0 0 11520 0 739 0 300124 0 0 0 SANDIE QUINN CHIEF TECHNOLOGY OFFICER 175613 0 500 0 0 0 7370 0 29263 0 212746 0 0 0 PART I, LINE 7 THE CEO MAY BE AWARDED A BONUS BASED UPON THE CEO'S PERFORMANCE EVALUATION. THE BOARD HAS DISCRETION OVER THE AWARDING OF THIS BONUS AND BASES ITS DECISION ON A NUMBER OF SPECIFIC FACTORS INCLUDING MEETING CORE STRATEGIC AND TACTICAL OBJECTIVES, LEADERSHIP OBJECTIVES, SECURING THE NECESSARY RESOURCES FOR SERVICE YEAR TO ACCOMPLISH ITS MISSION AND THE ACHIEVEMENT OF SPECIFIC PUBLIC POLICY GOALS, SERVICE YEAR OPPORTUNITIES, AND THE DEVELOPMENT OF A ROBUST PLATFORM AND SUPPORT SERVICES. BONUSES FOR ALL OTHER EMPLOYEES ARE AWARDED BY THE EXECUTIVE TEAM BASED ON END-OF-YEAR PERFORMANCE EVALUATIONS. THE EXECUTIVE TEAM REVIEWS THE PERFORMANCE EVALUATION RATINGS AND THEN AWARDS BONUSES OUT OF AN OVERALL BONUS POOL THAT IS CONTAINED IN THE CURRENT BUDGET. BONUSES ARE NOT BASED ON REVENUE OR NET EARNINGS, RATHER, THE SUCCESS OF THE TEAM IN CARRYING OUT THE ORGANIZATION'S MISSION THROUGH THE ORGANIZATION'S PROGRAMS. X DOMAINS, TRAINING VIDEOS, LOGO, MAILING LIST 1 19000 COST X CISCO PHONE SYSTEM 1 12849 COST 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. 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 ALAN KHAZEI AND ROBERT GORDON HAVE A BUSINESS RELATIONSHIP. ELLIOT GERSON AND NAMITA KHASAT HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 BE THE CHANGE AND THE ASPEN INSTITUTE, BOTH TAX-EXEMPT ORGANIZATIONS, ARE THE SOLE MEMBERS OF SERVICE YEAR EXCHANGE. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBERS OF THE ORGANIZATION, BE THE CHANGE AND THE ASPEN INSTITUTE, HAVE 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 2016 THE CEO'S COMPENSATION WAS DETERMINED BY A COMPENSATION 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 EXECUTIVE DIRECTOR AND 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 EXECUTIVE DIRECTOR AND 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 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER FEES : PROGRAM SERVICE EXPENSES 1,625,441. MANAGEMENT AND GENERAL EXPENSES 14,540. FUNDRAISING EXPENSES 40,250. TOTAL EXPENSES 1,680,231.