2024-11-14T21:18:28-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 1145 BROADWAY SUITE 1300 TACOMA WA 98402 990 2023-01-01 900757035 GENESYS WORKS GROUP RETURN DBA GENESYS WORKS GENE 7133370522 1880 S DAIRY ASHFORD RD 300 HOUSTON TX 77077 JEFF ARTIS CEO 7133370522 2024-11-05 1 1 ROSALINDA MARIKAR CPA P01684134 2532721555 2024-11-05 2023 2024-10-15 13:58:12Z JEFF ARTIS 1880 S DAIRY ASHFORD RD 300 HOUSTON TX 77077 26193243 1 1 5640 X WWW.GENESYSWORKS.ORG X TO PROVIDE PATHWAYS TO CAREER SUCCESS FOR HIGH SCHOOL STUDENTS IN UNDERSERVED COMMUNITIES. 61 55 1541 620 0 0 6113887 6633488 17804903 18954534 65312 334268 -63026 -46335 23921076 25875955 0 0 0 0 18099490 19399984 4968 0 1162321 5067983 5775923 23172441 25175907 748635 700048 12547124 13021312 3092494 2866634 9454630 10154678 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 21457769 0 18954534 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. 21457769 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 0 0 0 0 0 1 0 0 0 1 68 0 1541 1 0 0 0 0 0 0 0 0 0 0 0 0 X 61 55 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 1880 S DAIRY ASHFORD RD 300 HOUSTON TX 77077 SAHAAR REZAIE EXECUTIVE DIRECTOR - BAY AREA 40.00 0.00 X X 229362 0 23981 KIMBERLIE NICHOLAS EXECUTIVE DIRECTOR - CHICAGO 40.00 0.00 X X 206712 0 35256 ALLISON BARMANN EXECUTIVE DIRECTOR - TWIN CITIES 40.00 0.00 X X 225000 0 1574 THOMAS G KNIGHT SVP - NATIONAL, DIRECTOR 2.00 40.00 X 0 167018 18590 JEFF ARTIS CEO - NATIONAL, DIRECTOR 2.00 40.00 X X 0 372957 34419 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 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 1.00 0.00 X 0 0 0 KEVIN ROONEY DIRECTOR - CHICAGO 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 1.00 0.00 X 0 0 0 DAPHNE CARTER EXECUTIVE DIRECTOR AND BOARD DIRECTOR - HOUSTON 40.00 0.00 X X 56569 0 11749 LINDA CASTANEDA DIRECTOR - HOUSTON 1.00 0.00 X 0 0 0 GEORGE CRAWFORD DIRECTOR - HOUSTON 1.00 0.00 X 0 0 0 SHANTA EADEN DIRECTOR - HOUSTON 1.00 0.00 X 0 0 0 MARY BETH GRACY 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 1.00 0.00 X 0 0 0 SUSANNA SABBAGH 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 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 1.00 0.00 X 0 0 0 TOM BUTTERFIELD CHAIR - TWIN CITIES 1.00 0.00 X X 0 0 0 FRANCOIS CHARETTE DIRECTOR - TWIN CITIES 1.00 0.00 X 0 0 0 BRETT CRAIG 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 SARAH ENGSTROM DIRECTOR - TWIN CITIES 1.00 0.00 X 0 0 0 ARETHA GREEN-RUPERT DIRECTOR - TWIN CITIES 1.00 0.00 X 0 0 0 JOE GOTHARD DIRECTOR - TWIN CITIES 1.00 0.00 X 0 0 0 TOM HOLMAN DIRECTOR - TWIN CITIES 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 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 KAREN RICHARD 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 1.00 0.00 X 0 0 0 KATHERINE TAYLOR EXECUTIVE DIRECTOR - HOUSTON 40.00 0.00 X 110789 0 2946 OMINARA CALDWELL DIRECTOR OF CORPORATE PARTNERSHIPS 40.00 0.00 X 102211 0 27407 MARGARET M RHOADS SENIOR DIRECTOR OF DEVELOPMENT 40.00 0.00 X 139291 0 35672 RAY M MILLER SR DIRECTOR OF CORPORATE ENGAGEMENT 40.00 0.00 X 130246 0 31748 NINA JONGERIUS-BLEIJENDAAL DIRECTOR OF DEVELOPMENT 40.00 0.00 X 110000 0 712 MARIBEL MORENO PROGRAM DIRECTOR 40.00 0.00 X 105555 0 9189 1415735 539975 233243 10 0 1 0 0 978377 68139 5586972 6633488 EDUCATIONAL REVENUE 611710 18954534 18954534 18954534 334268 334268 246995 978377 316321 -69326 -69326 14966 967 13999 13999 MISCELLANEOUS INCOME 900099 8992 8992 8992 25875955 18954534 0 287933 903939 690687 106626 106626 16647000 15737046 178609 731345 50619 42296 8323 515469 468826 3594 43049 1282957 1208103 14122 60732 9100 9100 421468 247632 165515 8321 20076 17832 2244 96675 88266 6951 1458 104970 92818 5198 6954 547753 358490 130838 58425 248872 224583 22743 1546 96894 54116 40218 2560 3367020 1683510 1683510 139735 110363 14686 14686 92233 92233 EQUIPMENT RENTAL AND MA 250831 248679 2152 PROGRAM EXPENSES 158628 129192 19561 9875 PROGRAM EVENTS 111083 36746 767 73570 OTHER EXPENSES 110585 18584 59394 32607 25175907 21457769 2555817 1162321 5245453 0 2678431 8050082 55772 411000 2891512 2935233 72769 90562 1441831 1395921 185646 45910 1417541 1488525 12547124 13021312 925550 886435 183369 101283 200500 0 1783075 1878916 3092494 2866634 X 8919802 9403813 534828 750865 9454630 10154678 12547124 13021312 700048 0 X 0 1 X 1 0 X 4627201 4943352 7386184 6113887 5748407 28819031 17483521 14045556 15280719 18018496 18954534 83782826 22110722 18988908 22666903 24132383 24702941 112601857 1118246 615585 1141038 589073 278940 3742882 2597725 3047278 2730166 4130458 4201713 16707340 3715971 3662863 3871204 4719531 4480653 20450222 92151635 54396 9060 42185 65312 334268 505221 54396 9060 42185 65312 334268 505221 829754 829754 2449 26663 8992 38104 22165118 18997968 22711537 24224358 25875955 113974936 0.80850 0.81690 0.00440 0.00170 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 929842 929842 0 269532 269532 0 242457 196547 45910 45910 RIGHT OF USE ASSET, NET 1488525 1488525 DUE TO AFFILIATE 179457 LEASE LIABILITIES 1699459 1878916 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, 2023 AND 2022, 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. HOUSTON 20TH ANNIVERSARY LUNCHEON 445450 401318 44132 34500 54082 CHICAGO ANNUAL GOLF OUTING 228850 187850 41000 51846 9 551072 389209 161863 8438 18465 148990 1225372 978377 246995 94784 18465 203072 316321 -69326 X X X X 0 0 0 1 0 1 0 0 0 JEFF ARTIS CEO - NATIONAL, DIRECTOR 0 343357 0 29600 0 0 0 11388 0 23031 0 407376 0 0 SAHAAR REZAIE EXECUTIVE DIRECTOR - BAY AREA 191302 0 38060 0 0 0 6758 0 17223 0 253343 0 0 0 KIMBERLIE NICHOLAS EXECUTIVE DIRECTOR - CHICAGO 186712 0 20000 0 0 0 6336 0 28920 0 241968 0 0 0 ALLISON BARMANN EXECUTIVE DIRECTOR - TWIN CITIES 205000 0 20000 0 0 0 0 0 1574 0 226574 0 0 0 THOMAS G KNIGHT SVP - NATIONAL, DIRECTOR 0 167018 0 0 0 0 0 0 0 18590 0 185608 0 0 MARGARET M RHOADS SENIOR DIRECTOR OF DEVELOPMENT 124291 0 15000 0 0 0 4463 0 31209 0 174963 0 0 0 RAY M MILLER SR DIRECTOR OF CORPORATE ENGAGEMENT 110246 0 20000 0 0 0 4213 0 27535 0 161994 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. 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 2023. 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 787488 CASH TRANSFERRED GENESYS WORKS BAY AREA B 460704 CASH TRANSFERRED GENESYS WORKS TWIN CITIES B 1428336 CASH TRANSFERRED GENESYS WORKS CHICAGO B 690492 CASH TRANSFERRED GENESYS WORKS NATIONAL C 68139 CASH TRANSFERRED