2023-10-28T04:47:58-05:00 2022-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2022-01-01 474970343 SERVICE YEAR EXCHANGE INC SERV 2027347277 1400 I STREET NW 900 WASHINGTON DC 20005 KRISTEN BENNETT CEO 2027347277 2023-10-27 1 KRISTEN BENNETT 999009999 0 J CALVIN MARKS P01226973 9197196400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KRISTEN BENNETT 1400 I STREET NW 900 WASHINGTON DC 20005 2501041 0 X ABOUT.SERVICEYEAR.ORG X 2015 DE WE WORK TO MAKE A SERVICE YEAR A COMMON EXPECTATION & OPPORTUNITY FOR ALL YOUNG AMERICANS. 9 8 16 10 0 0 7117600 1113515 89075 25486 44 51472 141200 125250 7347919 1315723 267388 519425 0 0 1899673 1710742 0 0 202255 1732633 1571882 3899694 3802049 3448225 -2486326 7358910 5182598 502827 940404 6856083 4242194 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 1827563 519350 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 2022 THIS BODY OF WORK FOCUSED ON CONTINUING THE WORK OF THE CLIMATE LEARNING COHORT TO CONVENE, SUPPORT, AND THEN DISSEMINATE LEARNINGS FROM A GROUP OF PROGRAMS TO UNDERSTAND THE MODELS, CHALLENGES, AND OPPORTUNITIES IN UTILIZING NATIONAL SERVICE IN SUPPORT OF THE CLIMATE AND WORKFORCE DEVELOPMENT FIELDS & A POSTSECONDARY PATHWAYS COHORT TO SUPPORT PROGRAMS CREATING OPPORTUNITIES FOR YOUNG PEOPLE TO HAVE A SUCCESSFUL SERVICE YEAR EXPERIENCE AFTER GRADUATING HIGHSCHOOL INCLUDING DISSEMINATION OF THE CORPS MEMBER CURRICULUM: STRENGTHENING SERVICE YEARS AS A POSTSECONDARY OPTION AND THE HIGH SCHOOL TRANSITIONS QUALITY CONTINUUM. 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 2022 WE ADDED FIVE NEW COMMUNITIES TO THE NETWORK. 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 PERSONAL AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES. 548936 75 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 2022, WE ADDED 4,500 NEW USERS AND EXPANDED THE NUMBER OF HOST ORGANIZATIONS RECRUITING ON THE PLATFORM. 346823 POLICY: THE POLICY TEAM LEADS WORKS TO ENSURE THE SUCCESSFUL EXPANSION OF NATIONAL SERVICE BY BRINGING CROSS-SECTOR STAKEHOLDERS TOGETHER TO LIFT UP NATIONAL SERVICE AND FOSTERING PARTNERSHIPS ACROSS THE ENTIRE FEDERAL GOVERNMENT SO THAT THE WHOLE-OF-GOVERNMENT UTILIZES THE POWER OF NATIONAL SERVICE AS A WAY TO MEET THEIR NEEDS AND PUT THE NEXT GENERATION ON PATHWAYS TO GOOD-PAYING JOBS. 172918 25486 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 172918 25486 2896240 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 16 0 1 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 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 KRISTEN BENNETT CEO 40.00 X X 190032 0 15911 GEN STANLEY MCCHRYSTAL CHAIRMAN 1.00 X X 0 0 0 JOHN BRIDGELAND VICE CHAIRMAN 1.00 X X 0 0 0 ALAN KHAZEI VICE CHAIRMAN 1.00 X X 0 0 0 JIM BILDNER TREASURER 1.00 X X 0 0 0 NAMITA KHASAT TREASURER (TO JUN '22) 1.00 X X 0 0 0 ELLIOT GERSON SECRETARY 1.00 X X 0 0 0 ROBERT GORDON MEMBER 1.00 X 0 0 0 MAISHA LEEK MEMBER 1.00 X 0 0 0 AMNON RODAN MEMBER 1.00 X 0 0 0 TAE YOO MEMBER (TO JUN '22) 1.00 X 0 0 0 JENNIFER BAGAGLIO CHIEF OPERATING OFFICER 40.00 X 166437 0 27256 SANFORD KEITH CHIEF DEVELOPMENT OFFICER 40.00 X 159460 0 14854 FLOYD SARTIN MANAGING DIRECTOR, HUMAN RESOURCES (TO DEC '22) 40.00 X 134625 0 5586 ALYSON FERGUSON MANAGING DIRECTOR, EXTERNAL AFFAIRS 40.00 X 132272 0 6365 BRENT KOSSICK MANAGING DIRECTOR, PROGRAMS 40.00 X 111259 0 12118 894085 0 82090 6 0 1 0 FUTURE PROCESSING BOJKOWSKA 37A 44-100 GLIWICE PL SOFTWARE DEVELOPMENT SERVICES 292113 STRATEGIES 360 601 NEW JERSEY AVE NW 250 WASHINGTON DC 20001 CONSULTING SERVICES 185000 2 80772 1032743 1113515 CONSULTING & CONTRACTS 541610 25486 25486 25486 59039 59039 1177751 1185318 -7567 -7567 -7567 SUBLEASE INCOME 531120 125250 125250 125250 1315723 25486 0 176722 X 515000 515000 4425 4425 573950 400304 123166 50480 922881 640121 202150 80610 31675 22674 6152 2849 67987 50343 11166 6478 114249 81125 23291 9833 2150 2150 94051 94051 417507 354543 62964 91315 91315 8834 3714 5120 459914 438410 15062 6442 328643 230945 67837 29861 63398 37840 19450 6108 35796 16181 10419 9196 16482 16482 29686 29686 DUES & SUBSCRIPTIONS 19593 8341 10854 398 STAFF & PARTNER APPRECI 3554 3554 959 959 3802049 2896240 703554 202255 6077756 602090 25157 25170 542875 773891 92519 68521 161683 149497 27371 12186 558405 3131359 34827 569381 7358910 5182598 298149 301566 37071 41781 167607 597057 502827 940404 X 4280878 2659700 2575205 1582494 6856083 4242194 7358910 5182598 -2486326 -127563 0 X 0 1 X 1 0 X 6141820 1774665 5844937 7117600 1113515 21992537 6141820 1774665 5844937 7117600 1113515 21992537 9936218 12056319 24 18 44 50039 50125 115126 140600 141200 125250 522176 22564838 1397470 0.53430 0.58640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 30184 30184 3771865 3802049 340102 85026 0 0 400849 326361 344985 340102 1412297 2118446 20269 70364 55391 30184 176208 100212 81590 86246 85026 353074 529611 76 76 161683 149497 12186 12186 LEASE ASSET 480116 SECURITY DEPOSIT 66004 ACCRUED INTEREST 23261 569381 CUSTOMER DEPOSITS 14250 LEASE LIABILITIES 571207 OTHER LONG TERM LIABILITIES 11600 597057 X 1215629 -127563 27469 -100094 1315723 0 1315723 3829518 27469 27469 3802049 0 3802049 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. EUROPE 0 0 PROGRAM SERVICES SOFTWARE DEVELOPMENT 292113 0 0 0 0 0 0 292113 0 292113 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 THE SERVICE COLLABORATIVE OF WNY 173 ELM ST BUFFALO NY 14203 161596462 501(C)(3) 100000 0 SUPPORTING THE STABILITY & GROWTH OF THE IMPACT COMMUNITY NETWORK REINVENT STOCKTON FOUNDATION 110 N SAN JOAQUIN ST STOCKTON CA 95202 821005719 501(C)(3) 60000 0 SUPPORTING THE STABILITY & GROWTH OF THE IMPACT COMMUNITY NETWORK NATIONAL LEAD FOR AMERICA INC 179 E FRANKLIN ST PO BOX 69 CHAPEL HILL NC 27514 831839530 501(C)(3) 50000 0 SUPPORTING THE STABILITY & GROWTH OF THE IMPACT COMMUNITY NETWORK PHILANTHROPIC VENTURES FOUNDATION 1222 PRESERVATION PKWY OAKLAND CA 94612 943136771 501(C)(3) 50000 0 SUPPORTING THE STABILITY & GROWTH OF THE IMPACT COMMUNITY NETWORK SERVE WASHINGTON PO BOX 43113 OLYMPIA WA 98504 916001089 115 50000 0 SUPPORTING THE STABILITY & GROWTH OF THE IMPACT COMMUNITY NETWORK AMERICAN YOUTHWORKS 1901 E BEN WHITE BLVD AUSTIN TX 78741 742197942 501(C)(3) 25000 0 SUPPORTING THE WORK OF THE HIGH SCHOOL TRANSITIONS LEARNING COHORT CAMPUS COMPACT FOR NEW HAMPSHIRE 2 PILLSBURY ST STE 302 CONCORD NH 03301 020524025 501(C)(3) 25000 0 SUPPORTING IMPACT COMMUNITIES TO IMPLEMENT NEW APPROACHES AND ATTRACT SUSTAINABLE LOCAL FUNDING ILLINOIS DEPARTMENT OF HUMAN SERVICES 100 S GRAND AVE E SPRINGFIELD IL 62762 364163567 115 25000 0 SUPPORTING IMPACT COMMUNITIES TO IMPLEMENT NEW APPROACHES AND ATTRACT SUSTAINABLE LOCAL FUNDING MAYOR'S FUND FOR PHILADELPHIA 708 CITY HALL PHILADELPHIA PA 19107 232174863 501(C)(3) 25000 0 SUPPORTING IMPACT COMMUNITIES TO IMPLEMENT NEW APPROACHES AND ATTRACT SUSTAINABLE LOCAL FUNDING AMERICORPS CENTRAL TEXAS 4315 GUADALUPE STREET SUITE 300 AUSTIN TX 78751 833607829 115 20000 0 SUPPORTING COMMUNITIES TO IMPLEMENT NEW APPROACHES TO CORPS MEMBER RECRUITMENT CIVIC WORKS 10923 PROGRESS COURT 3326 RANCHO CORDOVA CA 95741 472336244 501(C)(3) 10000 0 SUPPORTING THE WORK OF THE HIGH SCHOOL TRANSITIONS LEARNING COHORT CHERRY HEALTH 100 CHERRY ST SE GRAND RAPIDS MI 49503 382853534 501(C)(3) 8000 0 SUPPORTING THE WORK OF THE HIGH SCHOOL TRANSITIONS LEARNING COHORT READING AND MATH INC DBA AMPACT 1200 SOUTH WASHINGTON AVENUE MINNEAPOLIS MN 55415 472306902 501(C)(3) 7778 0 SUPPORTING THE WORK OF THE CLIMATE AND ENVIRONMENTAL RESILIENCE LEARNING COHORT RURAL ACTION AMERICORPS 9030 HOCKING HILLS DRIVE THE PLAINS OH 45780 311124220 501(C)(3) 7778 0 SUPPORTING THE WORK OF THE CLIMATE AND ENVIRONMENTAL RESILIENCE LEARNING COHORT UNIVERSITY OF NORTHERN IOWA 103 GILCHRIST HALL CEDAR FALLS IA 50614 426004333 115 7778 0 SUPPORTING THE WORK OF THE CLIMATE AND ENVIRONMENTAL RESILIENCE LEARNING COHORT UNIVERSITY OF OREGON PO BOX 3237 EUGENE OR 97403 464727800 501(C)(3) 7778 0 SUPPORTING THE WORK OF THE CLIMATE AND ENVIRONMENTAL RESILIENCE LEARNING COHORT CIVICWELL 980 9TH STREET STE 1700 SACRAMENTO CA 95814 942791699 501(C)(3) 6222 0 SUPPORTING THE WORK OF THE CLIMATE AND ENVIRONMENTAL RESILIENCE LEARNING COHORT EDUCATION WORKS INC 990 SPRING GARDEN STREET SUITE 601 PHILADELPHIA PA 19123 223798916 501(C)(3) 6222 0 SUPPORTING THE WORK OF THE CLIMATE AND ENVIRONMENTAL RESILIENCE LEARNING COHORT MILE HIGH YOUTH CORPS 1801 FEDERAL BOULEVARD DENVER CO 80204 841182631 501(C)(3) 6222 0 SUPPORTING THE WORK OF THE CLIMATE AND ENVIRONMENTAL RESILIENCE LEARNING COHORT SUSTAINABILITY INSTITUTE 1850 TRUXTUN AVENUE SUITE 200 NORTH CHARLESTON SC 29405 582474104 501(C)(3) 6222 0 SUPPORTING THE WORK OF THE CLIMATE AND ENVIRONMENTAL RESILIENCE LEARNING COHORT GRID ALTERNATIVES 1171 OCEAN AVE NO 200 OAKLAND CA 94608 260043353 501(C)(3) 6000 0 SUPPORTING THE WORK OF THE HIGH SCHOOL TRANSITIONS LEARNING COHORT 21 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. X X X X 1 0 0 0 0 0 0 0 0 KRISTEN BENNETT CEO 180032 0 10000 0 0 0 7635 0 8276 0 205943 0 0 0 JENNIFER BAGAGLIO CHIEF OPERATING OFFICER 156437 0 10000 0 0 0 6831 0 20425 0 193693 0 0 0 SANFORD KEITH CHIEF DEVELOPMENT OFFICER 159460 0 0 0 0 0 6431 0 8423 0 174314 0 0 0 PART I, LINE 4A FLOYD SARTIN SEVERANCE $15,986 FORM 990, PART VI, SECTION A, LINE 1A 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, IS ENTITLED TO ELECT OR APPOINT UP TO TWO BOARD MEMBERS OF SERVICE YEAR EXCHANGE ANNUALLY. 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 JULY 2022, 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 OPERATING OFFICER. EXECUTIVE TEAM COMPENSATION IS DETERMINED AS REFLECTIVE OF FAIR MARKET VALUE FOR THE INDUSTRY. THE CEO, IN CONCERT WITH THE CHIEF OPERATING OFFICER, 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 IX, LINE 11G EXTERNAL COSTS: PROGRAM SERVICE EXPENSES 354,543. MANAGEMENT AND GENERAL EXPENSES 57,195. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 411,738. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,769. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,769.