2024-10-17T12:33:55-05:00 2023-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2023-01-01 474970343 SERVICE YEAR EXCHANGE INC SERV 2027347277 700 K STREET NW 300 WASHINGTON DC 20001 KRISTEN BENNETT CEO 2027347277 2024-10-16 1 0 J CALVIN MARKS P01226973 9197196400 2023 2024-10-15 13:58:12Z X KRISTEN BENNETT 700 K STREET NW 300 WASHINGTON DC 20001 5311616 0 X ABOUT.SERVICEYEAR.ORG X 2015 DE WE WORK TO MAKE A SERVICE YEAR A COMMON EXPECTATION & OPPORTUNITY FOR ALL YOUNG AMERICANS. 11 10 13 10 0 0 1113515 3415809 25486 65679 51472 28697 125250 117013 1315723 3627198 519425 274675 0 0 1710742 1590284 0 0 220722 1571882 1571335 3802049 3436294 -2486326 190904 5182598 4619163 940404 521350 4242194 4097813 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 1290376 274675 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 2023 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 AND LAUNCHING A COMMUNITY OF PRACTICE TO EXAMINE, CREATE, TEST, MEASURE, AND SPREAD EFFECTIVE PRACTICES AND INTERVENTIONS THAT BEST EQUIP CORPS MEMBERS WITH THE SKILLS AND MOTIVATIONS TO BRIDGE DIVIDES IN OUR SOCIETY. 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. 850695 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. 339842 POLICY: THE POLICY TEAM LEADS WORK 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. 165554 65679 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. 165554 65679 2646467 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 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 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 700 K STREET NW STE 300 WASHINGTON DC 20001 KRISTEN BENNETT CEO 40.00 X X 199575 0 17205 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 ELLIOT GERSON SECRETARY 1.00 X X 0 0 0 NICOLE GALLANT MEMBER (FROM 2023) 1.00 X 0 0 0 ROBERT GORDON MEMBER 1.00 X 0 0 0 MAISHA LEEK MEMBER 1.00 X 0 0 0 BILL POSTON MEMBER (FROM 2023) 1.00 X 0 0 0 AMNON RODAN MEMBER 1.00 X 0 0 0 JENNIFER BAGAGLIO CHIEF OPERATING OFFICER 40.00 X 156602 0 34042 SANFORD KEITH CHIEF DEVELOPMENT OFFICER 40.00 X 163948 0 15912 MAUREEN ECCLESTON CHIEF IMPACT OFFICER 40.00 X 127841 0 36884 ALYSON FERGUSON MANAGING DIRECTOR. EXTERNAL AFFAIRS (TO OCT '23) 40.00 X 112214 0 25206 BRENT KOSSICK MANAGING DIRECTOR, PROGRAMS 40.00 X 108889 0 23701 JONAS KANE DIRECTOR, PRODUCT ENGAGEMENT & PARTNERSHIPS 40.00 X 100140 0 8429 969209 0 161379 7 0 1 0 FUTURE PROCESSING BOJKOWSKA 37A 44-100 GLIWICE PL SOFTWARE DEVELOPMENT SERVICES 434085 STRATEGIES 360 601 NEW JERSEY AVE NW 250 WASHINGTON DC 20001 CONSULTING SERVICES 156000 META PLATFORMS INC 1 META WAY MENLO PARK CA 94025 ADVERTISING SERVICES 120551 3 108955 3306854 3415809 CONSULTING & CONTRACTS 541610 65679 65679 65679 55055 55055 1658060 1684418 -26358 -26358 -26358 SUBLEASE INCOME 531120 117013 117013 117013 3627198 65679 0 145710 268900 268900 5775 5775 587284 422413 99867 65004 761200 546920 130477 83803 24945 18056 3991 2898 117268 85123 18677 13468 99587 71643 16144 11800 8975 8975 122697 122697 257420 219075 38345 129582 129582 7722 5698 2024 559138 542855 9982 6301 324706 232531 56126 36049 74689 64854 8833 1002 35419 30538 4881 7362 7362 20653 20653 DUES & SUBSCRIPTIONS 18868 2500 15971 397 STAFF & PARTNER APPRECI 4104 4 4100 3436294 2646467 569105 220722 602090 511555 290221 526029 773891 1990126 68521 69650 161683 156859 12186 4824 2866308 1263171 569381 253808 5182598 4619163 301566 193887 41781 26687 597057 300776 940404 521350 X 2659700 2088216 1582494 2009597 4242194 4097813 5182598 4619163 X 190904 105634 -440919 X 0 1 X 1 0 X 1774665 5844937 7117600 1113515 3415809 19266526 1774665 5844937 7117600 1113515 3415809 19266526 7638906 11627620 24 18 44 59039 55055 114180 115126 140600 141200 125250 117013 639189 20019895 758813 0.58080 0.53430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 21673 21673 3414621 3436294 321815 80454 0 0 326361 344985 340102 321815 1333263 1999895 70364 55391 30184 21673 177612 81590 86246 85026 80454 333316 499974 76 76 161683 156859 4824 4824 LEASE ASSET 210338 SECURITY DEPOSIT 31004 ACCRUED INTEREST 12466 253808 LEASE LIABILITIES 279426 OTHER LONG TERM LIABILITIES 11600 CUSTOMER DEPOSITS 9750 300776 X 3755758 105634 22926 128560 3627198 0 3627198 3900139 22926 448894 471820 3428319 7975 7975 3436294 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. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 448,894. PART XII, LINE 4B - OTHER ADJUSTMENTS: RETURN GRANTS 7,975. EUROPE 0 0 PROGRAM SERVICES SOFTWARE DEVELOPMENT 434085 0 0 0 0 0 0 434085 0 434085 0 0 0 0 0 0 1 BOYS & GIRLS CLUBS IN INDIANA INC 973 NORTH SHADELAND AVE INDIANAPOLIS IN 46219 814118364 501(C)(3) 77000 0 SUPPORTING THE STABILITY & GROWTH OF THE IMPACT COMMUNITY NETWORK READING AND MATH INC DBA AMPACT 1200 SOUTH WASHINGTON AVENUE MINNEAPOLIS MN 55415 472306902 501(C)(3) 50000 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) 40000 0 SUPPORTING THE STABILITY & GROWTH OF THE IMPACT COMMUNITY NETWORK AMERICORPS CENTRAL TEXAS 4315 GUADALUPE STREET SUITE 300 AUSTIN TX 78751 833607829 115 25000 0 SUPPORTING COMMUNITIES TO IMPLEMENT NEW APPROACHES TO CORPS MEMBER PATHWAYS SERVE WASHINGTON PO BOX 43113 OLYMPIA WA 98504 916001089 115 25000 0 SUPPORTING COMMUNITIES TO IMPLEMENT NEW APPROACHES TO CORPS MEMBER PATHWAYS VOLUNTEER NC 20301 MAIL SERVICE CENTER RALEIGH NC 27699 561310675 115 20000 0 SUPPORTING COMMUNITIES TO IMPLEMENT NEW APPROACHES TO CORPS MEMBER RECRUITMENT VOLUNTEER FLORIDA FOUNDATION INC 401 S MONROE ST TALLAHASSEE FL 32301 010973168 501(C)(3) 10000 0 SUPPORTING COMMUNITIES TO IMPLEMENT NEW APPROACHES TO CORPS MEMBER RECRUITMENT 6 0 AMERICORPS ALUMS SEGAL LEADERSHIP AWARD 2 4000 HONORARIUMS 3 1275 SERVICEYEAR.ORG USER TESTING 1 500 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 0 0 0 0 0 0 0 0 0 KRISTEN BENNETT CEO 199575 0 0 0 0 0 8000 0 9205 0 216780 0 0 0 JENNIFER BAGAGLIO CHIEF OPERATING OFFICER 156602 0 0 0 0 0 6106 0 27936 0 190644 0 0 0 SANFORD KEITH CHIEF DEVELOPMENT OFFICER 163948 0 0 0 0 0 6617 0 9295 0 179860 0 0 0 MAUREEN ECCLESTON CHIEF IMPACT OFFICER 127841 0 0 0 0 0 5209 0 31675 0 164725 0 0 0 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 JOHN BRIDGELAND AND ALAN KHAZEI 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 XI, LINE 9: BAD DEBT EXPENSE -448,894. RETURN GRANTS 7,975.