2025-11-07T06:31:08-06:00 2024-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2024-01-01 474970343 SERVICE YEAR EXCHANGE INC SERV 2027347277 700 K STREET NW 300 WASHINGTON DC 20001 KRISTEN BENNETT CEO 2027347277 2025-11-06 1 1 J CALVIN MARKS P01226973 9197196400 2024 2025-03-06 01:10:19Z KRISTEN BENNETT 700 K STREET NW 300 WASHINGTON DC 20001 2579656 0 X ABOUT.SERVICEYEAR.ORG X 2015 DE WE WORK TO MAKE A SERVICE YEAR A COMMON EXPECTATION & OPPORTUNITY FOR ALL YOUNG AMERICANS. 10 9 12 10 0 0 3415809 565163 65679 209995 28697 48073 117013 87789 3627198 911020 274675 348212 0 0 1590284 1354946 0 0 296850 1571335 1177711 3436294 2880869 190904 -1969849 4619163 2352313 521350 172379 4097813 2179934 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 1246596 348212 209995 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 2024 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 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. 445257 SERVICE YEAR EXCHANGE: MANAGE 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. 221964 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. 1913817 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 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 24 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 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 205760 0 18311 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 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 1.00 X 0 0 0 AMNON RODAN MEMBER (TO JUL '24) 1.00 X 0 0 0 JENNIFER BAGAGLIO CHIEF OPERATING OFFICER 40.00 X 165251 0 18593 SANFORD KEITH CHIEF DEVELOPMENT OFFICER 40.00 X 169261 0 42008 MAUREEN ECCLESTON CHIEF IMPACT OFFICER 40.00 X 151831 0 43382 BRENT KOSSICK MANAGING DIRECTOR, PROGRAM 40.00 X 114784 0 25832 806887 0 148126 5 0 1 0 FUTURE PROCESSING BOJKOWSKA 37A 44-100 GLIWICE PL SOFTWARE DEVELOPMENT SERVICES 256213 STRATEGIES 360 601 NEW JERSEY AVE NW 250 WASHINGTON DC 20001 CONSULTING SERVICES 254590 2 25656 539507 565163 CONSULTING & CONTRACTS 541610 209995 209995 209995 52810 52810 1663899 1668281 355 -4382 -355 -4737 -4737 SUBLEASE INCOME 531120 87763 87763 26 26 87789 911020 209995 0 135862 330000 330000 18212 18212 611803 345707 159326 106770 518016 296524 130588 90904 20491 10939 6058 3494 115721 57712 38827 19182 88915 46853 27336 14726 4125 4125 109886 109886 248788 216565 32223 21267 21267 16712 5996 10716 359829 330796 18645 10388 249852 142909 62937 44006 60746 34505 19272 6969 54025 47132 6482 411 5395 5395 20868 20868 DUES & SUBSCRIPTIONS 16557 3000 13557 PRIZES 5650 5650 STAFF & PARTNER APPRECI 4011 50 3961 2880869 1913817 670202 296850 511555 310009 526029 611455 1990126 913979 69650 34811 14879 10569 4824 4310 1263171 469857 253808 7892 4619163 2352313 193887 172379 26687 300776 0 521350 172379 X 2088216 297944 2009597 1881990 4097813 2179934 4619163 2352313 X -1969849 36970 15000 X 0 1 X 1 0 X 5844937 7117600 1113515 3415809 565163 18057024 5844937 7117600 1113515 3415809 565163 18057024 8028354 10028670 18 44 59039 55055 52810 166966 140600 141200 125250 117013 87789 611852 18835842 648771 0.53240 0.58080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 4425 4425 2876444 2880869 294043 73511 0 0 344985 340102 321815 294043 1300945 1951418 55391 30184 21673 4425 111673 86246 85026 80454 73511 325237 487856 14879 10569 4310 4310 X 967213 36970 18868 355 56193 911020 0 911020 2885092 18868 355 19223 2865869 15000 15000 2880869 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 XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON ASSET DISPOSAL 355. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON ASSET DISPOSAL 355. PART XII, LINE 4B - OTHER ADJUSTMENTS: RETURN GRANTS 15,000. EUROPE 0 0 PROGRAM SERVICES SOFTWARE DEVELOPMENT 256000 0 0 0 0 0 0 256000 0 256000 0 0 0 0 0 0 1 CIVICWELL 980 9TH ST 1700 SACRAMENTO CA 95814 942791699 501(C)(3) 45000 0 SUPPORTING THE WORK OF THE BRIDGING DIVIDES THROUGH NATIONAL SERVICE BRIDGING PROJECT USERVE UTAH (STATE OF UTAH CULTURAL AND COMMUNITY ENGAGEMENT) 3760 S HIGHLAND DR MILLCREEK UT 84106 876000545 115 45000 0 SUPPORTING THE WORK OF THE BRIDGING DIVIDES THROUGH NATIONAL SERVICE BRIDGING PROJECT CENTER FOR INTERFAITH COOPERATION INC 1100 WEST 42ND ST INDIANAPOLIS IN 46208 275336996 501(C)(3) 25000 0 SUPPORTING THE WORK OF THE BRIDGING DIVIDES THROUGH NATIONAL SERVICE BRIDGING PROJECT REPAIR THE WORLD 25 BROADWAY 17TH FLR NEW YORK NY 10004 364524686 501(C)(3) 25000 0 SUPPORTING THE WORK OF THE BRIDGING DIVIDES THROUGH NATIONAL SERVICE BRIDGING PROJECT THE SERVICE COLLABORATIVE OF WNY 173 ELM ST BUFFALO NY 14203 161596462 501(C)(3) 25000 0 SUPPORTING THE WORK OF THE BRIDGING DIVIDES THROUGH NATIONAL SERVICE BRIDGING PROJECT CAMPUS COMPACT 89 SOUTH ST 103 BOSTON MA 02111 050493226 501(C)(3) 20000 0 SUPPORTING THE WORK OF THE BRIDGING DIVIDES THROUGH NATIONAL SERVICE BRIDGING PROJECT COMMUNITIES IN SCHOOLS SAN ANTONIO INC 1045 CHEEVER BLVD STE 201 SAN ANTONIO TX 78217 742393714 501(C)(3) 20000 0 SUPPORTING THE WORK OF THE BRIDGING DIVIDES THROUGH NATIONAL SERVICE BRIDGING PROJECT UPSTATE GREENWAYS AND TRAILS ALLIANCE 131 FALLS ST STE 103 GREENVILLE SC 29601 843900245 501(C)(3) 20000 0 SUPPORTING THE WORK OF THE BRIDGING DIVIDES THROUGH NATIONAL SERVICE BRIDGING PROJECT AMERICORPS CENTRAL TEXAS 4315 GUADALUPE STREET STE 300 AUSTIN TX 78751 833607829 115 15000 0 SUPPORTING COMMUNITIES TO IMPLEMENT NEW APPROACHES TO CORPS MEMBER PATHWAYS CONSERVATION LEGACY FOR CONSERVATION CORPS NORTH CAROLINA 701 EL CAMINO DEL RIO 101 DURANGO CO 81301 841450808 501(C)(3) 14000 0 SUPPORTING THE WORK OF THE GREEN EMPLOYER LEARNING COHORT OPERATION FRESH START INC 2670 MILWAUKEE STREET MADISON WI 53704 237108090 501(C)(3) 14000 0 SUPPORTING THE WORK OF THE GREEN EMPLOYER LEARNING COHORT BAY AREA COMMUNITY RESOURCES INC 171 CARLOS DR SAN RAFAEL CA 94903 942346815 501(C)(3) 12000 0 SUPPORTING THE WORK OF THE GREEN EMPLOYER LEARNING COHORT STATE OF MAINE VOLUNTEER MAINE 19 ELKINS LN AUGUSTA ME 04333 016000001 115 12000 0 SUPPORTING THE WORK OF THE GREEN EMPLOYER LEARNING COHORT SUSTAINABILITY INSTITUTE 1850 TRUXTUN AVE 200 NORTH CHARLESTON SC 29405 582474104 501(C)(3) 12000 0 SUPPORTING THE WORK OF THE GREEN EMPLOYER LEARNING COHORT UTAH STATE UNIVERSITY 2400 OLD MAIN HILL LOGAN UT 84322 876000528 501(C)(3) 12000 0 SUPPORTING THE WORK OF THE GREEN EMPLOYER LEARNING COHORT CONSERVATION CORPS DBA CONSERVATION CORPS MINNESOTA AND IOWA 60 PLATO BLVD E 210 ST PAUL MN 55107 411881102 501(C)(3) 8000 0 SUPPORTING THE WORK OF THE GREEN EMPLOYER LEARNING COHORT 16 0 SERVICE YEAR ALUMS AWARD 13 12900 ALUMS SEGAL LEADERSHIP AWARD 2 4000 ORGANIC ASSESSMENT SURVEYS 2 937 SERVICEYEAR.ORG USER TESTING 1 375 AMERICORPS ALUMS SEGAL LEADERSHIP AWARD 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 205760 0 0 0 0 0 8235 0 10076 0 224071 0 0 0 SANFORD KEITH CHIEF DEVELOPMENT OFFICER 169261 0 0 0 0 0 6835 0 35173 0 211269 0 0 0 MAUREEN ECCLESTON CHIEF IMPACT OFFICER 151831 0 0 0 0 0 6149 0 37233 0 195213 0 0 0 JENNIFER BAGAGLIO CHIEF OPERATING OFFICER 165251 0 0 0 0 0 6835 0 11758 0 183844 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 JANUARY 2024, 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: RETURN GRANTS 15,000.