2025-11-13T15:45:02-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 1145 BROADWAY SUITE 1300 TACOMA WA 98402 990 2024-01-01 900757035 GENESYS WORKS GROUP RETURN DBA GENESYS WORKS GENE 7133370522 1710 KELLER PARKWAY 2233 KELLER TX 76248 JEFF ARTIS CEO 7133370522 2025-11-12 1 1 ROSALINDA MARIKAR CPA P01684134 2532721555 2025-11-12 2024 2025-03-06 01:10:19Z X JEFF ARTIS 1710 KELLER PARKWAY 2233 KELLER TX 76248 22157577 1 1 5640 X WWW.GENESYSWORKS.ORG X TO PROVIDE PATHWAYS TO CAREER SUCCESS FOR HIGH SCHOOL STUDENTS IN UNDERSERVED COMMUNITIES. X 57 52 1308 187 0 0 6633488 4300898 18954534 17375256 334268 280137 -46335 -71416 25875955 21884875 0 2595256 0 0 19399984 18415028 0 0 968425 5775923 4778978 25175907 25789262 700048 -3904387 13021312 8424084 2866634 2173793 10154678 6250291 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 22684777 2595256 17375256 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, TULSA, JACKSONVILLE, 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. 22684777 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 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 1 43 0 1 1308 1 0 0 0 0 0 0 0 0 0 0 0 0 X 57 52 0 0 1 0 1 1 1 0 0 0 0 1 1 1 0 1 1 1 1 0 MN CA X MACKENZIE BETRONE 7133370522 1710 KELLER PARKWAY 2233 KELLER TX 76248 SAHAAR PARDEE EXECUTIVE DIRECTOR - BAY AREA 40.00 0.00 X X 135064 0 10816 KIMBERLIE NICHOLAS EXECUTIVE DIRECTOR - CHICAGO 40.00 0.00 X X 189928 0 23505 ALLISON BARMANN EXECUTIVE DIRECTOR - TWIN 40.00 0.00 X X 223200 0 897 JEFF ARTIS CEO - NATIONAL, DIRECTOR 2.00 40.00 X X 0 355227 22637 DARRYL HENRY CHAIR - CHICAGO 1.00 0.00 X X 0 0 0 OLA BOLTON DIRECTOR - CHICAGO 1.00 0.00 X 0 0 0 PAUL CORNING DIRECTOR - CHICAGO (THRU 02/24) 1.00 0.00 X 0 0 0 DARCY DANGLER BRUMLEY DIRECTOR - CHICAGO 1.00 0.00 X 0 0 0 JOSH DAVIDSON DIRECTOR - CHICAGO 1.00 0.00 X 0 0 0 SELENE DIAZ DIRECTOR - CHICAGO 1.00 0.00 X 0 0 0 DAVID DRUMMOND DIRECTOR - CHICAGO 1.00 0.00 X 0 0 0 KELLY GEARY DIRECTOR - CHICAGO 1.00 0.00 X 0 0 0 JIM HART DIRECTOR - CHICAGO 1.00 0.00 X 0 0 0 ADAM HECKTMAN DIRECTOR - CHICAGO 1.00 0.00 X 0 0 0 PHILIP JACOB DIRECTOR - CHICAGO 1.00 0.00 X 0 0 0 ALISA KOLODIZNER DIRECTOR - CHICAGO 1.00 0.00 X 0 0 0 ODALYS LARA DIRECTOR - CHICAGO 1.00 0.00 X 0 0 0 RYAN LIBEL DIRECTOR - CHICAGO 1.00 0.00 X 0 0 0 PAUL MARANVILLE DIRECTOR - CHICAGO 1.00 0.00 X 0 0 0 RYAN MOORMAN DIRECTOR - CHICAGO 1.00 0.00 X 0 0 0 TOM NOLAN DIRECTOR - CHICAGO 1.00 0.00 X 0 0 0 MIKE PALUMBO DIRECTOR - CHICAGO (THRU 12/24) 1.00 0.00 X 0 0 0 KEVIN ROONEY DIRECTOR - CHICAGO (THRU 12/24) 1.00 0.00 X 0 0 0 KENNETH SHOGREN DIRECTOR - CHICAGO 1.00 0.00 X 0 0 0 SHANTEL SMITH DIRECTOR - CHICAGO 1.00 0.00 X 0 0 0 JIM STEINBACK DIRECTOR - CHICAGO 1.00 0.00 X 0 0 0 EMMANUEL WILLIAMSON DIRECTOR - CHICAGO 1.00 0.00 X 0 0 0 ADAM BARTH DIRECTOR - HOUSTON 1.00 0.00 X 0 0 0 ERSKINE BLACK JR DIRECTOR - HOUSTON 1.00 0.00 X 0 0 0 JESSE CARRILLO DIRECTOR - HOUSTON (THRU 12/24) 1.00 0.00 X 0 0 0 DAPHANE CARTER EXECUTIVE DIRECTOR AND BOARD DIRECTOR - HOUSTON 40.00 0.00 X X 188195 0 19105 GEORGE CRAWFORD DIRECTOR - HOUSTON (THRU 09/24) 1.00 0.00 X 0 0 0 SHANTA EADEN SECRETARY - HOUSTON 1.00 0.00 X X 0 0 0 MARY BETH GRACY DIRECTOR - HOUSTON (THRU 12/24) 1.00 0.00 X 0 0 0 LERONICA HILL DIRECTOR - HOUSTON 1.00 0.00 X 0 0 0 ADRIAN IZAGUIRRE DIRECTOR - HOUSTON 1.00 0.00 X 0 0 0 SHACHELLA JAMES DIRECTOR - HOUSTON 1.00 0.00 X 0 0 0 GLENN KOCH DIRECTOR - HOUSTON 1.00 0.00 X 0 0 0 ELISABETH NASH CHAIR - HOUSTON 1.00 0.00 X X 0 0 0 ZACHARY NUNN DIRECTOR - HOUSTON 1.00 0.00 X 0 0 0 MANISH M PATEL DIRECTOR - HOUSTON (THRU 09/24) 1.00 0.00 X 0 0 0 NIKKI G PAYNE DIRECTOR - HOUSTON 1.00 0.00 X 0 0 0 GARY RUSSEL DIRECTOR - HOUSTON 1.00 0.00 X 0 0 0 SUSANNA SABBAGH DIRECTOR - HOUSTON 1.00 0.00 X 0 0 0 CAMARON THORSON DIRECTOR - HOUSTON 1.00 0.00 X 0 0 0 TERESA TONTHAT DIRECTOR - HOUSTON 1.00 0.00 X 0 0 0 HILARY WARE DIRECTOR - HOUSTON 1.00 0.00 X 0 0 0 DIONNE GHARAMU-NRUMAACHI DIRECTOR - TWIN CITIES (THRU 12/24) 1.00 0.00 X 0 0 0 TEDDY BEKELE DIRECTOR - TWIN CITIES 1.00 0.00 X 0 0 0 DAVID L BINGENHEIMER DIRECTOR - TWIN CITIES (THRU 08/24) 1.00 0.00 X 0 0 0 TOM BUTTERFIELD DIRECTOR - TWIN CITIES 1.00 0.00 X 0 0 0 FRANCOIS CHARETTE DIRECTOR - TWIN CITIES 1.00 0.00 X 0 0 0 ANDREW COLLINS DIRECTOR - TWIN CITIES 1.00 0.00 X 0 0 0 BRETT CRAIG DIRECTOR - TWIN CITIES (THRU 06/24) 1.00 0.00 X 0 0 0 DENISE LA MERE-ANDERSON DIRECTOR - TWIN CITIES 1.00 0.00 X 0 0 0 MYRA DAY-PERKINS DIRECTOR - TWIN CITIES 1.00 0.00 X 0 0 0 JIM OSTERGAARD DIRECTOR - TWIN CITIES 1.00 0.00 X 0 0 0 SARAH ENGSTROM DIRECTOR - TWIN CITIES 1.00 0.00 X 0 0 0 ARETHA GREEN-RUPERT CHAIR - TWIN CITIES 1.00 0.00 X X 0 0 0 JOE GOTHARD DIRECTOR - TWIN CITIES (THRU 06/24) 1.00 0.00 X 0 0 0 TOM HOLMAN DIRECTOR - TWIN CITIES (THRU 12/24) 1.00 0.00 X 0 0 0 TAMMYLYNNE JONAS DIRECTOR - TWIN CITIES 1.00 0.00 X 0 0 0 ANNA KRUSE DIRECTOR - TWIN CITIES 1.00 0.00 X 0 0 0 JULIE VO MCCONNEL DIRECTOR - TWIN CITIES 1.00 0.00 X 0 0 0 BONNIE MELVILLE DIRECTOR - TWIN CITIES 1.00 0.00 X 0 0 0 TAMMY MIHAILIDIS DIRECTOR - TWIN CITIES 1.00 0.00 X 0 0 0 MARK MURPHY DIRECTOR - TWIN CITIES 1.00 0.00 X 0 0 0 KAREN RICHARD DIRECTOR - TWIN CITIES (THRU 12/24) 1.00 0.00 X 0 0 0 KARINE SEMMER DIRECTOR - TWIN CITIES 1.00 0.00 X 0 0 0 ADAM TENASAPUTRA DIRECTOR - TWIN CITIES 1.00 0.00 X 0 0 0 TAREK TOMES DIRECTOR - TWIN CITIES (THRU 12/24) 1.00 0.00 X 0 0 0 MARIBEL MORENO CHIEF OF STAFF 40.00 0.00 X 122141 0 10558 AARON HARPER SENIOR DIRECTOR OF HIGH SCHOOL SUCCESS 40.00 0.00 X 106910 0 3829 MILISA ARENS DIRECTOR OF ADVANCEMENT 40.00 0.00 X 104739 0 3814 1070177 355227 95161 7 0 1 0 0 960543 211678 3128677 4300898 EDUCATIONAL REVENUE 611710 17375256 17375256 17375256 280137 280137 184281 960543 272702 -88421 -88421 12550 0 12550 12550 MISCELLANEOUS INCOME 900099 4455 4455 4455 21884875 17375256 0 208721 2595256 2595256 811970 622902 94534 94534 15704908 15102423 84280 518205 64397 63506 891 606929 507389 53330 46210 1226824 1168387 15093 43344 7075 7075 225255 111716 44797 68742 23949 11931 12018 40176 30752 4236 5188 89993 77461 1020 11512 532863 395225 80948 56690 167565 161000 5385 1180 92163 60123 27960 4080 3143162 1571581 1571581 18683 10857 3913 3913 102138 102138 PROGRAM EXPENSES 122593 104412 12459 5722 PROGRAM EVENTS 107962 30901 2490 74571 OTHER EXPENSES 65575 26091 19072 20412 EQUIPMENT RENTAL AND MA 39826 32864 5749 1213 25789262 22684777 2136060 968425 8050082 4303273 411000 5000 2935233 2895078 90562 53281 1441831 1414605 45910 27226 1488525 1140226 13021312 8424084 886435 631376 101283 49619 1878916 1492798 2866634 2173793 X 9403813 5999854 750865 250437 10154678 6250291 13021312 8424084 -3904387 0 X 0 1 X 1 0 X 4943352 7386184 6113887 5748407 4300898 28492728 14045556 15280719 18018496 18954534 17375256 83674561 18988908 22666903 24132383 24702941 21676154 112167289 615585 1141038 589073 278940 258967 2883603 3047278 2730166 4130458 4201713 5257068 19366683 3662863 3871204 4719531 4480653 5516035 22250286 89917003 9060 42185 65312 334268 280137 730962 9060 42185 65312 334268 280137 730962 829754 12550 842304 2449 26663 8992 4455 42559 18997968 22711537 24224358 25875955 21973296 113783114 0.79020 0.80850 0.00640 0.00440 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2021 AMOUNT: $ 2,449. 2022 AMOUNT: $ 26,663. 2023 AMOUNT: $ 8,992. 2024 AMOUNT: $ 4,455. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 929842 929842 0 269532 269532 0 242457 215231 27226 27226 RIGHT OF USE ASSET, NET 1140226 1140226 DUE TO AFFILIATE 143724 LEASE LIABILITIES 1349074 1492798 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, 2024 AND 2023, 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. AMBASSADOR'S LUNCHEON 477410 442810 34600 46920 49128 CHICAGO ANNUAL GOLF OUTING 241700 204000 37700 65319 1173 6 425714 313733 111981 64292 45870 1144824 960543 184281 176531 96171 272702 -88421 0 GENESYS WORKS 1710 KELLER PKWY 2233 KELLER TX 76248 030440761 501(C)(3) 2271944 323312 BOOK ASSETS & LIABILITIES OF BAY AREA SUBSIDIARY AS OF DATE OF MERGER CONSOLIDATION 1 0 X X X X 0 0 0 1 0 1 0 0 0 JEFF ARTIS CEO - NATIONAL, DIRECTOR 0 355227 0 0 0 0 0 10350 0 12287 0 377864 0 0 ALLISON BARMANN EXECUTIVE DIRECTOR - TWIN 213200 0 10000 0 0 0 0 0 897 0 224097 0 0 0 KIMBERLIE NICHOLAS EXECUTIVE DIRECTOR - CHICAGO 189928 0 0 0 0 0 6005 0 17500 0 213433 0 0 0 DAPHANE CARTER EXECUTIVE DIRECTOR AND BOARD DIRECTO 188195 0 0 0 0 0 1615 0 17490 0 207300 0 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. BAY AREA GRANTS 2024-06-30 2595256 MERGER DATE NET VALUE 030440761 GENESYS WORKS 1710 KELLER PARKWAY KELLER TX 76248 501(C)(3) 0 0 0 0 0 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 EFFECTIVE 06/30/2024, GENESYS WORKS BAY AREA MERGED INTO ITS PARENT, GENESYS WORKS (EIN 03-0440761). THE PARENT ASSUMED ALL ASSETS AND LIABILITIES AS OF THE MERGER DATE. 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 ASK QUESTIONS, AFTER WHICH A COPY WITH ANY NECESSARY REVISIONS IS REDISTRIBUTED PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12 THE NOMINATING AND GOVERNANCE COMMITTEE REVIEWS COMPLIANCE WITH THIS POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION PURCHASED A COMPENSATION ADMINISTRATION GUIDE FROM HUB INTERNATIONAL AND INFORMATION ON JEFF AND THE SENIOR LEADERSHIP TEAM WAS PROVIDED IN THAT STUDY. THE BOARD REVIEWS AND APPROVES THE BUDGET WHICH INCLUDES COMPENSATION INFORMATION FOR SENIOR LEADERS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. 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 1710 KELLER PKWY 2233 KELLER TX 76248 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 1 0 1 0 0 1 1 GENESYS WORKS HOUSTON M 827280 CASH TRANSFERRED GENESYS WORKS TWIN CITIES M 1383268 CASH TRANSFERRED GENESYS WORKS CHICAGO M 681266 CASH TRANSFERRED GENESYS WORKS NATIONAL C 211678 CASH TRANSFERRED GENESYS WORKS BAY AREA M 251349 CASH TRANSFERRED GENESYS WORKS BAY AREA B 2595256 NET BOOK VALUE