2023-08-22T07:50:02-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 801 CHERRY ST SUITE 1400 FORT WORTH TX 76102 990 2022-01-01 900757035 GENESYS WORKS GROUP RETURN DBA GENESYS WORKS GENE 7133370522 1880 S DAIRY ASHFORD 300 HOUSTON TX 77077 JEFF ARTIS CHIEF EXECUTIVE OFFICER 7133370522 2023-08-17 1 JEFF ARTIS 999009999 0 ROSALINDA MARIKAR CPA P01684134 8178775000 2023-07-27 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEFF ARTIS 1880 S DAIRY ASHFORD 300 HOUSTON TX 77077 24224358 1 1 5640 X WWW.GENESYSWORKS.ORG X TO PROVIDE PATHWAYS TO CAREER SUCCESS FOR HIGH SCHOOL STUDENTS IN UNDERSERVED COMMUNITIES. 60 56 1583 820 0 0 7386184 6113887 15165139 17804903 185 65312 2451 -63026 22553959 23921076 0 0 0 0 15510560 18099490 136200 4968 1067127 3855225 5067983 19501985 23172441 3051974 748635 10607341 12547124 1901346 3092494 8705995 9454630 X TO PROVIDE PATHWAYS TO CAREER SUCCESS FOR HIGH SCHOOL STUDENTS IN UNDERSERVED COMMUNITIES THROUGH SKILLS TRAINING, MEANINGFUL WORK EXPERIENCES, AND IMPACTFUL RELATIONSHIPS. 0 0 20363140 17831566 GENESYS WORKS, AS THE PARENT ORGANIZATION, PROVIDES LEADERSHIP AND CENTRAL SERVICES TO SUBSIDIARIES INCLUDED IN GENESYS WORKS GROUP RETURN (EIN #90-0757035), ENABLING THEM TO SUCCESSFULLY CARRY OUT THE MISSION OF CHANGING THE TRAJECTORY OF INNER-CITY HIGH SCHOOL STUDENTS BY PROVIDING THEM WITH TRAINING, MEANINGFUL INTERNSHIPS, MENTORSHIPS, AND ASSISTANCE IN FINDING AND OBTAINING BOTH COLLEGE ENTRANCE AND SCHOLARSHIPS. THE INFORMATION TECHNOLOGY, ENGINEERING DRAFTING, ACCOUNTING, AND PROFESSIONAL SKILLS TRAINING ALLOWS OUR STUDENTS TO INTERN AT MAJOR CORPORATIONS, MOSTLY FORTUNE 1000, IN THE HOUSTON, TWIN CITIES, CHICAGO, BAY AREA, NEW YORK CITY, AND NATIONAL CAPITAL REGION METROPOLITAN AREAS. AT THE CONCLUSION OF OUR 14-MONTH PROGRAM, OVER 95% OF THOSE WHO COMPLETE THE PROGRAM GO ON TO POST-SECONDARY EDUCATION, AS COMPARED TO ONLY HALF THE GRADUATES FROM INNER-CITY SCHOOLS. 80% OF ALL GRADUATES ARE EITHER STILL ACTIVELY ENGAGED IN COLLEGE OR HAVE FINISHED THEIR DEGREE. 20363140 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 59 0 1583 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 60 56 0 0 0 0 1 1 1 0 0 0 0 1 1 1 0 1 1 1 1 0 MN CA X STEFANY WILLIAMS 7133370522 SAME AS ORGANIZATION HOUSTON TX 77077 SAHAAR REZAIE EXECUTIVE DIRECTOR - BAY AREA 40.00 X X 213129 0 15352 ALLISON BARMANN EXECUTIVE DIRECTOR - TWIN CITIES 40.00 X X 199999 0 0 THOMAS G KNIGHT SVP - NATIONAL, DIRECTOR 2.00 40.00 X 0 165038 0 JEFF ARTIS CEO - NATIONAL, DIRECTOR 2.00 40.00 X X 0 325478 29168 TOM NOLAN CHICAGO CHAIR 1.00 X X 0 0 0 KENNETH SHOGREN DIRECTOR - CHICAGO 1.00 X 0 0 0 OLA BOLTON DIRECTOR - CHICAGO 1.00 X 0 0 0 STEPHANIE CALDWELL DIRECTOR - CHICAGO 1.00 X 0 0 0 PAUL CORNING DIRECTOR - CHICAGO 1.00 X 0 0 0 DARCY DANGLER BRUMLEY DIRECTOR - CHICAGO 1.00 X 0 0 0 JOSH DAVIDSON DIRECTOR - CHICAGO 1.00 X 0 0 0 SAMIR DESAI DIRECTOR - CHICAGO 1.00 X 0 0 0 DAVID DRUMMOND DIRECTOR - CHICAGO 1.00 X 0 0 0 KELLY GEARY DIRECTOR - CHICAGO 1.00 X 0 0 0 JIM HART DIRECTOR - CHICAGO 1.00 X 0 0 0 ADAM HECKTMAN DIRECTOR - CHICAGO 1.00 X 0 0 0 DARRYL HENRY DIRECTOR - CHICAGO 1.00 X 0 0 0 PHILIP JACOB DIRECTOR - CHICAGO 1.00 X 0 0 0 ALISA KOLODIZNER DIRECTOR - CHICAGO 1.00 X 0 0 0 ODALYS LARA DIRECTOR - CHICAGO 1.00 X 0 0 0 PAUL MARANVILLE DIRECTOR - CHICAGO 1.00 X 0 0 0 KAREN NICOSIA DIRECTOR - CHICAGO 1.00 X 0 0 0 MIKE PALUMBO DIRECTOR - CHICAGO 1.00 X 0 0 0 JIM STEINBACK DIRECTOR - CHICAGO 1.00 X 0 0 0 EMMANUEL WILLIAMSON DIRECTOR - CHICAGO 1.00 X 0 0 0 RAYMOND MESSER HOUSTON CHAIR 1.00 X 0 0 0 ADAM BARTH DIRECTOR - HOUSTON 1.00 X 0 0 0 ERSKINE BLACK JR DIRECTOR - HOUSTON 1.00 X 0 0 0 CAROLYN J BURKE DIRECTOR - HOUSTON 1.00 X 0 0 0 JESSE CARRILLO DIRECTOR - HOUSTON 1.00 X 0 0 0 LINDA CASTANEDA DIRECTOR - HOUSTON 1.00 X 0 0 0 GEORGE CRAWFORD DIRECTOR - HOUSTON 1.00 X 0 0 0 MYRA DAVIS DIRECTOR - HOUSTON 1.00 X 0 0 0 MARY BETH GRACY DIRECTOR - HOUSTON 1.00 X 0 0 0 SHACHELLA JAMES DIRECTOR - HOUSTON 1.00 X 0 0 0 MICHAEL T MCDONNELL DIRECTOR - HOUSTON 1.00 X 0 0 0 ELISABETH NASH DIRECTOR - HOUSTON 1.00 X 0 0 0 SUSANNA SABBAGH DIRECTOR - HOUSTON 1.00 X 0 0 0 SCOTT SILVAS DIRECTOR - HOUSTON 1.00 X 0 0 0 ELIZABETH SWEIGART DIRECTOR - HOUSTON 1.00 X 0 0 0 ZACHARY NUNN DIRECTOR - HOUSTON 1.00 X 0 0 0 MIANISH M PATEL DIRECTOR - HOUSTON 1.00 X 0 0 0 MATT NEALE TWIN CITIES CHAIR 1.00 X X 0 0 0 DIONNE GRIFFIN ALKAMOONEH DIRECTOR - TWIN CITIES 1.00 X 0 0 0 ANIL ARCALGUD DIRECTOR - TWIN CITIES 1.00 X 0 0 0 TOM BUTTERFIELD DIRECTOR - TWIN CITIES 1.00 X 0 0 0 RASSOUL DASTMOZD DIRECTOR - TWIN CITIES 1.00 X 0 0 0 MYRA DAY-PERKINS DIRECTOR - TWIN CITIES 1.00 X 0 0 0 JOE GOTHARD DIRECTOR - TWIN CITIES 1.00 X 0 0 0 ARETHA GREEN-RUPERT DIRECTOR - TWIN CITIES 1.00 X 0 0 0 TOM HOLMAN DIRECTOR - TWIN CITIES 1.00 X 0 0 0 MICHAEL MCNAMARA DIRECTOR - TWIN CITIES 1.00 X 0 0 0 SARAH NIETERS DIRECTOR - TWIN CITIES 1.00 X 0 0 0 KAREN RICHARD DIRECTOR - TWIN CITIES 1.00 X 0 0 0 TIM THULL DIRECTOR - TWIN CITIES 1.00 X 0 0 0 RICHARD WALKER DIRECTOR - TWIN CITIES 1.00 X 0 0 0 BRETT CRAIG DIRECTOR - TWIN CITIES 1.00 X 0 0 0 FRANCOIS CHARETTE DIRECTOR - TWIN CITIES 1.00 X 0 0 0 TAREK TOMES DIRECTOR - TWIN CITIES 1.00 X 0 0 0 TEDDY BEKELE DIRECTOR - TWIN CITIES 1.00 X 0 0 0 KIMBERLIE NICHOLAS EXECUTIVE DIRECTOR - CHICAGO 40.00 X 199414 0 32781 RYAN LIBEL EXECUTIVE DIRECTOR - CHICAGO 40.00 X 0 0 0 KATHERINE TAYLOR EXECUTIVE DIRECTOR - HOUSTON 40.00 X 203250 0 6097 815792 490516 83398 6 0 1 0 0 1081929 15685 919085 4097188 281114 6113887 EDUCATIONAL REVENUE 611710 17804903 17804903 17804903 65312 65312 205393 1081929 302573 -97180 -97180 8200 709 7491 7491 MISCELLANEOUS INCOME 900099 26663 26663 26663 23921076 17831566 0 -24377 870024 666468 101778 101778 15476577 14725061 60070 691446 41127 35147 5980 495584 440404 10990 44190 1216178 1151684 8621 55873 2100 2100 4968 4968 277242 219959 57283 126944 117783 2677 6484 7045 4584 1826 635 41952 39185 2562 205 328194 255038 11768 61388 299846 288340 9298 2208 5540 3747 504 1289 2529782 1264891 1264891 186140 146820 19660 19660 104013 104013 EQUIPMENT RENTAL AND MA 398124 388497 7378 2249 STAFF TRAINING AND EVEN 328168 260158 66762 1248 SUPPLIES 95953 83244 7566 5143 BAD DEBT EXPENSES 49313 44074 5239 287627 124043 101201 62383 23172441 20363140 1742174 1067127 4931494 5245453 2520952 2678431 212970 55772 2488200 2891512 81940 72769 1441831 1256185 371785 185646 0 1417541 10607341 12547124 1315487 925550 26426 183369 442915 200500 116518 1783075 1901346 3092494 X 8185961 8919802 520034 534828 8705995 9454630 10607341 12547124 748635 0 X 0 1 X 0 0 X 4920238 4627201 4943352 7386184 6113887 27990862 16412008 17483521 14045556 15280719 18018496 81240300 21332246 22110722 18988908 22666903 24132383 109231162 1494331 1118246 615585 1141038 589073 4958273 2365782 2597725 3047278 2730166 4130458 14871409 3860113 3715971 3662863 3871204 4719531 19829682 89401480 11246 54396 9060 42185 65312 182199 11246 54396 9060 42185 65312 182199 2449 26663 29112 21343492 22165118 18997968 22711537 24224358 109442473 0.81690 0.84070 0.00170 0.00110 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2021 AMOUNT: $ 2,449. 2022 AMOUNT: $ 26,663. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 929842 808791 121051 269532 269532 0 242457 177862 64595 185646 RIGHT OF USE ASSET, NET 1417541 1417541 DUE TO AFFILIATE 164344 LEASE LIABILITIES 1618731 1783075 X PART X, LINE 2: GENESYS WORKS IS A NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). THE SUBSIDIARIES OF GENESYS WORKS ARE RECOGNIZED AS TAX EXEMPT UNDER THE IRS GROUP EXEMPTION NUMBER 5640. GENESYS WORKS FILES TWO RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS - ONE RETURN FOR GENESYS WORKS AND ONE GROUP RETURN FOR THE SUBSIDIARIES. ALL ENTITIES ARE SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSES. WE HAVE DETERMINED THAT EACH ENTITY IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND ACCORDINGLY, HAVE NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. U.S. GAAP REQUIRES THAT MANAGEMENT EVALUATE TAX POSITIONS TAKEN BY GENESYS WORKS AND RECOGNIZE A TAX LIABILITY IF GENESYS WORKS HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY GENESYS WORKS AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2022 AND 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. GENESYS WORKS IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. CHICAGO ANNUAL GOLF OUTING 267670 241670 26000 87016 HOUSTON 20TH ANNIVERSARY LUNCHEON 467225 467225 32550 37831 5 552427 373034 179393 145176 1287322 1081929 205393 119566 183007 302573 -97180 X X X X 0 0 0 1 0 1 0 0 0 JEFF ARTIS CEO - NATIONAL, DIRECTOR 0 315478 0 10000 0 0 0 9900 0 19268 0 354646 0 0 KIMBERLIE NICHOLAS EXECUTIVE DIRECTOR - CHICAGO 179414 0 20000 0 0 0 6054 0 26727 0 232195 0 0 0 SAHAAR REZAIE EXECUTIVE DIRECTOR - BAY AREA 169378 0 43751 0 0 0 6323 0 9029 0 228481 0 0 0 KATHERINE TAYLOR EXECUTIVE DIRECTOR - HOUSTON 180250 0 23000 0 0 0 6097 0 0 0 209347 0 0 0 ALLISON BARMANN EXECUTIVE DIRECTOR - TWIN CITIES 199999 0 0 0 0 0 0 0 0 0 199999 0 0 0 THOMAS G KNIGHT SVP - NATIONAL, DIRECTOR 0 165038 0 0 0 0 0 0 0 0 0 165038 0 0 PART I, LINE 5 OFFICERS RECEIVE PERFORMANCE BONUSES BASED ON MANY KEY PERFORMANCE METRICS APPROVED BY THE BOARD OF DIRECTORS. PART I, LINE 6 OFFICERS RECEIVE PERFORMANCE BONUSES BASED ON MANY KEY PERFORMANCE METRICS APPROVED BY THE BOARD OF DIRECTORS. VARIOUS BOARD MEMBERS DIRECTORS SEE PART V - SUPPLEMENTAL INFORMATION 0 PART IV, LINE 2 A SIGNIFICANT FRACTION OF BOARD MEMBERS ARE AFFILIATED WITH COMPANIES THAT EMPLOY GENESYS WORKS INTERNS. AS THE TERMS OFFERED TO THESE COMPANIES ARE NO MORE FAVORABLE THAN THOSE OFFERED TO ARMSLENGTH CLIENTS, WE DO NOT CONSIDER THIS A POTENTIAL CONFLICT, BUT DISCLOSE IT. X COMPUTERS 140 281114 FMV 0 0 1 0 PART I, COLUMN (B): AMOUNTS IN COLUMN B ARE REPORTED BASED ON NUMBER OF ITEMS. FORM 990, PART VI, SECTION A, LINE 6 GENESYS WORKS IS THE SOLE MEMBER OF THE CORPORATION. THE ONLY ACTION THAT THE MEMBER MAY TAKE IS THE ACT OF REMOVING, AT ANY TIME, IN ITS SOLE DISCRETION, WITH OR WITHOUT CAUSE, ONE OR MORE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER HAS THE ABILITY TO APPOINT THE REPRESENTATIVE OF THE MEMBER AND THE EXECUTIVE DIRECTOR WHO MAY SERVE AN UNLIMITED NUMBER OF CONSECUTIVE TERMS ON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B SUBJECT TO THE WRITTEN CONSENT OF THE MEMBER, THE BOARD OF DIRECTORS MAY AMEND THE BYLAWS BY A VOTE OF NOT LESS THAN A MAJORITY OF THE TOTAL BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 8A COMMITTEES MAKE RECOMMENDATIONS BUT THE BOARD UNDERTAKES ALL WRITTEN ACTIONS. FORM 990, PART VI, SECTION A, LINE 8B ORGANIZATION DOES NOT HAVE A COMMITEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD RECEIVES A COPY AND HAS ONE WEEK TO REVIEW, COMMENT, AND ASKQUESTIONS, AFTER WHICH A COPY WITH ANY NECESSARY REVISIONS IS REDISTRIBUTEDPRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION PURCHASES THE GUIDESTAR COMPENSATION SURVEY YEARLY AND COMPARES THE COMPENSATION OF OFFICERS IN GW TO THOSE IN SIMILAR ORGANIZATIONS. SPECIFICALLY FOR THE CEO, THE NOMINATING AND GOVERNANCE COMMITTEE MEETS TO DISCUSS PERFORMANCE METRICS AND PROPOSES CORRESPONDING COMPENSATION FOR APPROVAL BY THE ENTIRE BOARD ON A YEARLY BASIS. THIS PROCESS LAST TOOK PLACE IN 2022. FORM 990, PART VI, SECTION C, LINE 19 GENESYS WORKS WILL PROVIDE, UPON WRITTEN REQUEST TO THE CONTACT LISTED IN PART VI-C LINE 20, COPIES OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS. GENESYS WORKS 1880 S DAIRY ASHFORD SUITE 300 HOUSTON TX 77077 030440761 PROVIDE PATHWAYS FOR CAREER SUCESS TX 501(C)(3) LINE 10 N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 GENESYS WORKS HOUSTON B 500740 CASH TRANSFERRED GENESYS WORKS BAY AREA B 351073 CASH TRANSFERRED GENESYS WORKS TWIN CITIES B 1200000 CASH TRANSFERRED GENESYS WORKS CHICAGO B 477969 CASH TRANSFERRED GENESYS WORKS NATIONAL C 15685 CASH TRANSFERRED