2018-05-10T15:32:12-05:00 2017-06-30 420714325 RSM US LLP 9737 Washingtonian Blvd 400 Gaithersburg MD 20878 990 2016-07-01 520817955 EXPERIENCE WORKS INC EXPE 7035227272 4401 WILSON BLVD No 210 ARLINGTON VA 222034196 Sally A Boofer President and CEO 7035227272 2018-05-10 1 WILLIAM E TURCO CPA P00369217 3012963600 2016 2022-09-23 18:48:47Z Sally A Boofer 4401 WILSON BLVD No 210 ARLINGTON VA 222034196 64703709 0 X WWW.EXPERIENCEWORKS.ORG X 1965 DC IMPROVE THE LIVES OF OLDER PEOPLE THROUGH TRAINING, COMMUNITY SERVICE, AND EMPLOYMENT. 6 6 12878 9 0 0 97480644 64673487 53450 30000 3880 -66682 0 0 97537974 64636805 0 0 0 0 91455348 60101758 0 0 28294 6255716 4422903 97711064 64524661 -173090 112144 3787886 3395474 4305745 3801189 -517859 -405715 X See Schedule OExperience 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 0 49386059 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. 10087862 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 OR LOCAL GOVERNMENTS. THE SCSEP SERVICE IS IN FURTHERANCE OF AND SUBSTANTIALLY RELATED TO EXPERIENCE WORKS' EXEMPT PURPOSES. 374228 RETIRED AND SENIOR VOLUNTEER PROGRAM (RSVP) - FEDERAL DIRECT GRANT:EW OPERATED SENIOR CORP'S RETIRED SENIOR 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. 60307 30000 Pass-thru other programs 60307 30000 59908456 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 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 1 0 0 0 0 1 49 0 1 12878 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 AR DC FL ID MD MI MN MO MT ND OR PA SD TX VA WY X Rosemary A Schmidt Controller 7036822500 4401 WILSON BLVD No 210 ARLINGTON VA 222034196 X Roger Noonan Chairman from 07/2015 5.00 X X 2700 0 0 David Velde Vice Chairman from 7/2016 5.00 X X 0 0 0 Kent Wright Vice Chairman Until 07/2016 5.00 X X 0 0 0 Mary Ann Wyrsch Secretary from 09/2015 5.00 X X 0 0 0 William Miller Treasurer from 12/2016 5.00 X X 0 0 0 Shane Bateman Treasurer until 10/2016 5.00 X X 0 0 0 Cynthia Metzler Member 5.00 X 0 0 0 Bob Kuylen Member 5.00 X 0 0 0 Terry Deitrick Member until 09/2016 5.00 X 0 0 0 Sally A Boofer President & CEO 40.00 X 179971 0 39659 Richard M Schorr CFO until 12/2016 40.00 X 192739 0 26307 Rosemary Schmidt Controller 40.00 X 116858 0 8835 Cristal Kurtz Director, Human Resources 40.00 X 134584 0 30168 Marvin Jones Dir., Training & Quality Assurance 40.00 X 101353 0 25522 Lita Kleger Dir., Communications & Development 40.00 X 100430 0 38102 Carmella Hayes Dir., Payroll & Participant Admin. 40.00 X 100297 0 41448 928932 0 210041 7 0 1 0 Gordon & Rees 275 Battery street 20th Floor San Francisco CA 94111 Legal services 313488 ADP POBox 7247-0372 Philadelphia PA 191700372 Payroll Related Service 115819 RSM US LLP 1861 International Drive sUITE 400 MCLEAN VA 22102 AUDITING/TAX SERVICES 100075 3 64601945 71542 64673487 Subscriptions 900099 30000 30000 30000 222 222 66904 -66904 -66904 -66904 64636805 30000 0 -66682 407445 397794 9651 50898819 48780595 2109957 8267 487341 376363 110483 495 4315570 4012337 300577 2656 3992583 3801005 191058 520 261402 155265 106137 315132 108321 206811 133 133 269863 77092 192771 858 858 618862 523478 95155 229 636187 228412 407775 1194634 942244 251072 1318 579939 563201 16738 3311 3311 28880 28880 138887 138887 305592 288631 16961 other expenses 59157 38395 15604 5158 Training 10066 8948 1118 64524661 59908456 4587911 28294 776808 836886 20000 2141701 749794 1776 1713997 575911 32287 0 205791 65899 62510 3787886 3395474 3274844 1750261 1677601 700000 314000 330901 59327 4305745 3801189 X -528743 -416599 10884 10884 -517859 -405715 3787886 3395474 112144 0 X 0 1 X 1 1 1 X 106492575 100547442 104366219 97480642 64673487 473560365 106492575 100547442 104366219 97480642 64673487 473560365 473560365 588862 1041 895 3880 222 594900 474155265 134481 0.99870 0.99740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 133 133 64591432 64591565 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 35822 28979 2724 133 67658 250000 250000 250000 250000 1000000 1500000 0 Deferred compensation 59327 59327 X 63026108 -1677601 -1677601 64703709 -66904 -66904 64636805 62913964 66904 66904 62847060 1677601 1677601 64524661 Part X, Line 2: 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, 2017. The LLC is a single member limited liability company which is a disregarded entity for tax purposes and, therefore, is not subject to income taxes. Management has evaluated the Organizations tax positions and has concluded that the Organization has taken no uncertain tax positions that require adjustment to the consolidated financial statements. Generally, the Organization is no longer subject to U.S. federal tax examinations by tax authorities before 2014. Part XI, Line 2d - Other Adjustments: workers' compensation refund included in the consolidated financial stmt -1,677,601. Part XI, Line 4b - Other Adjustments: Loss on disposal of property and equipment shown in Part VIII, Line 7c -66,904. Part XII, Line 2d - Other Adjustments: Loss on disposal of property and equipment shown in Part VIII, Line 7c 66,904. Part XII, Line 4b - Other Adjustments: workers' compensation refund included in the consolidated financial stmt 1,677,601. X X 0 0 0 0 0 0 0 0 0 Sally A Boofer President & CEO 175625 0 0 0 4346 0 13135 0 30143 0 223249 0 0 0 Richard M Schorr CFO until 12/2016 189860 0 0 0 2879 0 738 0 29053 0 222530 0 0 0 Cristal Kurtz Director, Human Resources 133970 0 0 0 614 0 5302 0 27654 0 167540 0 0 0 Form 990, Part VI, Section B, line 11b THE ORGANIZATION'S FORM 990 UNDERGOES A NUMBER OF INTERNAL AND EXTERNAL REVIEWS BEFORE IT IS FILED WITH THE IRS. A DRAFT REPORT IS PREPARED BY ORGANIZATION, SUBMITTED TO THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM, RSM US, LLP, FOR PREPARATION AND REVIEW AFTER WHICH A DRAFT 990 IS REVIEWED BY THE ORGANIZATION'S MANAGEMENT. 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 ON A TIMELY MANNER. Form 990, Part VI, Section B, line 15a 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 HUMAN RESOURCES. THE FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE FEDERAL AUDIT CLEARINGHOUSE. Form 990, Part VI, Line 1a and Part VII, column a, Number of board members There were ten voting board members who served at any time during the fiscal year. All board members who served during the fiscal year are shown in Part VII, Column A. At June 30, 2017, there were seven voting members. Swift Innovative Technologies LLC 4401 Wilson Blvd Suite 1100 ARLINGTON VA 22203 465734481 TO ADMINISTER & PROVIDE CASE MANAGEMENT, E-LEARNING & CERTIFICATION VA 30000 100 Experience Works INc