2017-09-08T09:24:24-05:00 2016-12-31 390859910 Baker Tilly Virchow Krause LLP 1650 Market Street Suite 4500 Philadelphia PA 191037341 990 2016-01-01 474970343 Service Year Exchange Inc SERV 2027347277 1400 I STREET NW No 900 Washington DC 20005 Shirley Sagawa PRESIDENT AND CEO 2027347277 2017-09-01 1 Julius C Green CPA P00350393 2159720701 X 96.89.178.186 2017-09-01 09:21:27 ED P 0EDBA9E346E33D8FDAC35F5746F849DF1C5CC14B 0EDBA9E346E33D8FDAC35F5746F849DF1C5CC14B 2016 2021-01-29 14:40:06Z SHIRLEY SAGAWA 1400 I STREET NW No 900 Washington DC 20005 15756800 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 41 30 0 0 859092 15511800 0 245000 0 0 0 0 859092 15756800 0 100000 0 0 5512 2522156 0 0 286364 1726 4049137 7238 6671293 851854 9085507 858951 12450999 7097 544247 851854 11906752 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 2205478 0 National Recruitment, Awareness, and Corps Member Support: Inspire a generation of young people to do a service year and reward their service. In 2016 we hosted a launch event to celebrate the merger and new brand. We started the 'My Office' recruitment campaign at the end of 2016 which included both videos and social media ads. We also published a higher ed toolkit to help colleges and universities incorporate Service Years into their operations. 1267332 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 certified 310 host organizations and registered 10,084 users in 2016. 595735 100000 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 2016 the growth team published an expanded service year programs tool kit and hired critical members to lead this important stream of work. 737087 0 245000 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 37 Community Team Leaders and 759 volunteers to build the movement for national service. In 2016 the combined federal budgets for AmeriCorps, Peace Corps, and YouthBuild grew by $100M. 737087 0 245000 4805632 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 23 0 1 41 1 0 0 0 0 0 0 0 0 0 0 X 10 9 1 0 1 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 MATSON 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 283463 0 10422 Tae Yoo Member 1.00 X 0 0 0 Sandie Quinn Chief Technology Officer 40.00 X 173248 0 20164 Zachary Maurin Executive Director 40.00 X 121390 0 4685 MacKenzie Moritz Chief of Staff & Chief Ptnships Off. 40.00 X 110109 0 14673 Amy McIsaac Managing Director, Business Dev. 40.00 X 109105 0 8318 Martha Houle Chief Development Officer 40.00 X 104197 0 12896 Erin Finucane Managing Dir, Movement Building 40.00 X 103049 0 13728 1004561 0 84886 7 0 1 0 ISTRATEGY LABS 641 S STREET NW WASHINGTON DC 20001 IT CONSULTING 1976260 Nationswell 227 West 29th Street 8R New York NY 10001 Consulting Services 155000 Shepardson Stern & Kaminsky LLP 88 Pine Street 30th Floor New York NY 10005 BRAND CONSULTING SVC. 150000 Propper Daley 6380 WILSHIRE BLVD 15TH FL LOS ANGELES CA 90048 CONSULTING Services 111600 4 15511800 40355 15511800 Consulting 541610 245000 245000 245000 15756800 245000 0 0 X 100000 100000 487297 361010 78383 47904 1702749 1266542 273010 163197 49409 37543 4788 7078 111245 84528 10782 15935 171456 122388 25244 23824 506217 497217 9000 31215 31215 78611 78611 27608 27608 2051059 2041064 9447 548 135893 134933 960 34247 11004 22437 806 151724 82903 68723 98 286640 286640 241843 180804 43611 17428 125425 112629 12467 329 258941 257145 1796 12799 12799 Office Furniture 88642 88642 Dues, Fees & Subs. 18273 13139 4917 217 6671293 4805632 1579297 286364 433951 4409436 50000 4890105 425000 20038 0 46602 3371591 367777 0 3003814 0 31004 858951 12450999 7097 373472 0 170775 7097 544247 X 851854 3058222 8848530 851854 11906752 858951 12450999 X 9085507 2067877 -98486 X 0 1 X 1 0 X 859092 15413314 16272406 859092 15413314 16272406 5084952 11187454 16272406 245000 X Part II, Short Year Explanation: The organization was incorporated during 2015, Therefore, the 2015 column includes a short year. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2410 22788 25198 6646095 6671293 483565 120891 0 0 483565 483565 725348 25198 25198 120891 120891 181337 2410 2410 104539 1796 102743 3267052 365981 2901071 3003814 Due to Affiliated Organizations 170775 170775 X 15995468 337154 337154 15658314 98486 98486 15756800 7008447 337154 337154 6671293 0 6671293 Part X, Line 2: The Organization accounts for uncertainty in income taxes by prescribing a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold has been met. There were no tax uncertainties that met the recognition threshold in 2016. Part XI, Line 4b - Other Adjustments: CONTRIBUTION GROSS-UP FOR PRESENT VALUE OF DISCOUNT ON RECEIVABLE 98,486. 1 BLUE RIDGE COMMUNITY COLLEGE EDUCATIONAL FOUNDATION PO BOX 80 WEYERS CAVE VA 24486 541328809 501(1)(3) 30000 PLANNING AND IMPLEMENTING BRCC TRAILBLAZERS PROGRAM DREXEL UNIVERSITY 3141 CHESTNUT ST PHILADELPHIA PA 19104 231352630 501(1)(3) 40000 PLANNING AND IMPLEMENTING THE UCONNECT PROGRAM UNIVERSITY OF PITTSBURGH 116 ATWOOD STREET STE 201 PITTSBURGH PA 15260 250965591 501(1)(3) 30000 PLANNING AND IMPLEMENTING THE SOCIAL ENTREPRENEURS, ESQ. PROGRAM 3 0 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 283463 0 0 0 0 0 9748 0 674 0 293885 0 0 0 Sandie Quinn Chief Technology Officer 170248 0 3000 0 0 0 6088 0 14076 0 193412 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 Cisco Phone System 1 40355 COST 0 0 0 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 4 On January 7, 2016, Service Year entered into an Affiliation Agreement with Be The Change and the Aspen Institute to strengthen their affiliation through close collaboration and coordination in order to accomplish their shared goals, and to set forth certain rights and obligations of Aspen and Be The Change as members of Service Year. Financial terms of the agreement, in consideration of the shared services and recognition of the brand value of association with Be the Change and Aspen, required Service Year to pay each of Aspen and Be the Change within 30 days of the end of each fiscal quarter, an amount equal to 2.0% of the revenue of Service Year during such fiscal quarter. Service Year incurred expenses in 2016 totaling $497,217 to Be The Change, Inc. and The Aspen Institute, which is included in the statement of functional expenses. The Affiliation agreement was amended and restated, effective January 1, 2017, to remove the terms requiring payments be made to Be the Change, Inc. and the Aspen Institute. 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-ProgServ-990: Program service expenses 2,041,064. Management and general expenses 9,447. Fundraising expenses 548. Total expenses 2,051,059. Form 990, Part XI, line 9: CONTRIBUTION GROSS-UP FOR PRESENT VALUE OF DISCOUNT ON RECEIVABLE -98,486.