WORKLIFE PARTNERSHIP: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WORKLIFE PARTNERSHIP (EIN 47-1331690)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-06
- IRS object ID
- 202412199349301236
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-06T17:29:04-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 208019714 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JDS PROFESSIONAL GROUP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10303 E DRY CREEK RD STE 400 | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471331690 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WORKLIFE PARTNERSHIP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WORK | BusinessNameControlTxt |
| Phone | 3032981625 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3513 BRIGHTON BLVD SUITE 489 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LIDDY ROMERO | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 3032981625 | PhoneNum |
| Signature | 2024-08-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORI B BAUER CPA | PreparerPersonNm |
| PTIN | P01260252 | PTIN |
| Phone | 3037710123 | PhoneNum |
| Preparation | 2024-08-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LIDDY ROMERO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3513 BRIGHTON BLVD 489 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,562,976 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WORKLIFEPARTNERSHIP.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2014 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | TO BUILD PROSPERITY FOR INDIVIDUALS, BUSINESS, FAMILIES, AND COMMUNITIES BY UNLEASHING THE POTENTIAL OF FRONT LINE WORKERS THROUGH COLLABORATION WITH THEIR EMPLOYERS AND OTHER RESOURCES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 39 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $803,837 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,470,389 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,404,041 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,002,835 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,897 | PYInvestmentIncomeAmt |
| CY Investment Income | $79,622 | CYInvestmentIncomeAmt |
| CY Other Revenue | $210 | CYOtherRevenueAmt |
| PY Total Revenue | $3,213,775 | PYTotalRevenueAmt |
| CY Total Revenue | $5,553,056 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $253,438 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $877,664 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,988,996 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,465,156 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $757,217 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $974,943 | PYOtherExpensesAmt |
| CY Other Expenses | $1,125,958 | CYOtherExpensesAmt |
| PY Total Expenses | $4,217,377 | PYTotalExpensesAmt |
| CY Total Expenses | $5,468,778 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,003,602 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $84,278 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,313,750 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,156,339 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,529,525 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,287,836 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $784,225 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $868,503 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO BUILD PROSPERITY FOR INDIVIDUALS, BUSINESS, FAMILIES, AND COMMUNITIES BY UNLEASHING THE POTENTIAL OF FRONT LINE WORKERS THROUGH COLLABORATION WITH THEIR EMPLOYERS AND OTHER RESOURCES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,643,903 | ExpenseAmt |
| Grant | $877,664 | GrantAmt |
| Revenue | $2,002,835 | RevenueAmt |
| Desc | IN 2023, THE HBN SPECIALIZED SERVICE, WHICH PREVIOUSLY RAN AS A SEPARATE PROGRAM, WAS INTEGRATED INTO WORKLIFE PARTNERSHIP'S SUITE OF RESOURCE NAVIGATION SERVICES. IN 2023, WORKLIFE HELPED 2,188 HARDWORKING EMPLOYEES IN 39 STATES IMPROVE THEIR WORK-LIFE STABILITY THROUGH ITS SIGNATURE RESOURCE NAVIGATION PROGRAM. WE PARTNERED WITH EMPLOYERS ACROSS MULTIPLE INDUSTRIES INCLUDING HEALTHCARE, MANUFACTURING, RETAIL, HOSPITALITY, LONG- TERM CARE, AND CONSTRUCTION TO PROVIDE SUPPORT AND RESOURCES TO THEIR EMPLOYEES. WE CONNECTED EMPLOYEES WITH OVER 240,000 IN DIRECT CASH ASSISTANCE FOR HOUSING, FOOD AND NUTRITION, HEALTHCARE, TRANSPORTATION, ENERGY ASSISTANCE, AND CHILDCARE. OUR RESOURCE NAVIGATORS SPENT 4,718 HOURS WORKING ONE ON ONE WITH CLIENTS, PROVIDING THEM OVER 11,000 RESOURCES/SERVICES. ADDITIONALLY, OUR TEAM REFERRED CLIENTS TO 610 EXISTING WORKPLACE BENEFITS. AFTER BEING SERVED BY A WORKLIFE NAVIGATOR, 83% OF WORKERS RESPONDING TO WORKLIFE'S CLIENT SURVEY SAID THEY EXPERIENCED LESS STRESS, 81% REPORTED INCREASED CONFIDENCE, 82% FELT BETTER PREPARED TO HANDLE A SIMILAR SITUATION, 78% SAID THEY ARE MORE LIKELY TO STAY AT THEIR CURRENT EMPLOYER, 62% HAD DECREASED FINANCIAL WORRIES, 55% FELT LESS DISTRACTED AT WORK, AND 63% BETTER UNDERSTOOD THEIR WORKPLACE BENEFITS. IN 2023, WORKLIFE'S SMALL DOLLAR LOAN PROGRAM WROTE 595 LOANS TO COLORADO WORKERS, A 42% INCREASE FROM 2022, FOR A TOTAL OF OVER 585,000. THE AVERAGE LOAN AMOUNT WAS 984 AND THE DEFAULT RATE WAS LESS THAN 3%. AFTER RECEIVING A WORKLIFE LOAN, 93% OF BORROWERS RESPONDING TO WORKLIFE'S CLIENT SURVEY SAID THEY FELT THEY WERE MORE FINANCIALLY STABLE, 82% FELT BETTER PREPARED TO HANDLE A SIMILAR SITUATION, AND 96% SAID THEY WERE MORE LIKELY TO STAY AT THEIR CURRENT EMPLOYER. NINETY-FIVE PERCENT OF LOAN ACCOUNTS REPORTED TO CREDIT BUREAUS WERE IN GOOD STANDING AND 36% OF BORROWERS SAID THAT OUR LOAN DETERRED THEM FROM GETTING A HIGHER INTEREST PAYDAY LOAN. ACROSS ALL PROGRAMS, 66% OF WORKLIFE'S CLIENTS WERE WOMEN AND 48% IDENTIFIED AS MEMBERS OF HISTORICALLY UNDERREPRESENTED GROUPS. | Desc |
| Total Program Service Expenses | $3,643,903 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 33 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 39 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE ORGANIZATION | PersonNm |
| Phone | 3032981625 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3513 BRIGHTON BLVD 489 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80216 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| COURTNEY HAYNES | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARK PETERS | |||||||
| CO CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CRAIG METRICK | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LAURA ROBERTS | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOE BEISER | |||||||
| TREASURER (R | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KEVIN O'SHAUGHNESSEY | |||||||
| PAST CHAIR | Yes (X) | $0 | $0 | $0 | |||
| BETTY ARKELL | |||||||
| DIRECTOR (RE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLENE BROWN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK EBB | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS J HARRISON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SID PAILLA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JESSICA WERNER | |||||||
| DIRECTOR (RE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LIDDY ROMERO | |||||||
| CEO | 40.00 | Yes (X) | $267,104 | $0 | $10,766 | ||
| CHRIS YOUNG | |||||||
| CFO | 40.00 | $198,676 | $0 | $17,312 | Yes (X) | ||
| CYNTHIA WILLIAMS | |||||||
| COO | 40.00 | $201,754 | $0 | $17,272 | Yes (X) | ||
| KRISTEN CULLINEY | |||||||
| CPO | 40.00 | $150,428 | $0 | $5,341 | Yes (X) | ||
| KELLI CHRISTIAN | |||||||
| FINANCE DIRE | 40.00 | $102,387 | $0 | $13,798 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $920,349 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $64,489 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $3,470,389 | AllOtherContributionsAmt |
| Noncash Contributions | $19,180 | NoncashContributionsAmt |
| Total Contributions | $3,470,389 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES FOR SERVICE | Desc |
| Total Revenue Column | $2,002,835 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,002,835 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,002,835 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,647 | TotalRevenueColumnAmt |
| Exclusion | $79,647 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,895 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,920 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$25 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$25 | TotalRevenueColumnAmt |
| Exclusion | -$25 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Total Revenue Column | $210 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $210 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $210 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,553,056 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,003,045 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $79,622 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $600,000 | TotalAmt |
| Program Services | $600,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,664 | TotalAmt |
| Program Services | $277,664 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,869 | TotalAmt |
| Program Services | $160,609 | ProgramServicesAmt |
| Management And General | $69,823 | ManagementAndGeneralAmt |
| Fundraising | $47,437 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,618,761 | TotalAmt |
| Program Services | $1,499,814 | ProgramServicesAmt |
| Management And General | $665,803 | ManagementAndGeneralAmt |
| Fundraising | $453,144 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,582 | TotalAmt |
| Program Services | $38,703 | ProgramServicesAmt |
| Management And General | $9,703 | ManagementAndGeneralAmt |
| Fundraising | $6,176 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,155 | TotalAmt |
| Program Services | $212,836 | ProgramServicesAmt |
| Management And General | $53,357 | ManagementAndGeneralAmt |
| Fundraising | $33,962 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,789 | TotalAmt |
| Program Services | $151,595 | ProgramServicesAmt |
| Management And General | $38,004 | ManagementAndGeneralAmt |
| Fundraising | $24,190 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $410,500 | TotalAmt |
| Program Services | $209,123 | ProgramServicesAmt |
| Management And General | $114,933 | ManagementAndGeneralAmt |
| Fundraising | $86,444 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,152 | TotalAmt |
| Program Services | $26,379 | ProgramServicesAmt |
| Management And General | $293 | ManagementAndGeneralAmt |
| Fundraising | $18,480 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,201 | TotalAmt |
| Program Services | $9,257 | ProgramServicesAmt |
| Management And General | $435 | ManagementAndGeneralAmt |
| Fundraising | $509 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,158 | TotalAmt |
| Program Services | $107,843 | ProgramServicesAmt |
| Management And General | $25,695 | ManagementAndGeneralAmt |
| Fundraising | $15,620 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,336 | TotalAmt |
| Program Services | $73,085 | ProgramServicesAmt |
| Management And General | $17,568 | ManagementAndGeneralAmt |
| Fundraising | $11,683 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,174 | TotalAmt |
| Program Services | $51,776 | ProgramServicesAmt |
| Management And General | $22,244 | ManagementAndGeneralAmt |
| Fundraising | $10,154 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,845 | TotalAmt |
| Management And General | $1,845 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,112 | TotalAmt |
| Management And General | $4,112 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,437 | TotalAmt |
| Program Services | $11,810 | ProgramServicesAmt |
| Management And General | $568 | ManagementAndGeneralAmt |
| Fundraising | $59 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,833 | TotalAmt |
| Program Services | $4,461 | ProgramServicesAmt |
| Management And General | $7,372 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STAFF TRAINING | $92,901 | $52,506 | $22,743 | $17,652 |
| OTHER GRANT EXPENDITURES | $87,378 | $87,378 | ||
| DUES & SUBSCRIPTIONS | $78,161 | $34,699 | $11,941 | $31,521 |
| OTHER | $35,770 | $34,365 | $1,219 | $186 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,468,778 | TotalAmt |
| Program Services | $3,643,903 | ProgramServicesAmt |
| Management And General | $1,067,658 | ManagementAndGeneralAmt |
| Fundraising | $757,217 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,227 | BOYAmt |
| EOY | $110,772 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,482,343 | BOYAmt |
| EOY | $1,082,580 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,650 | BOYAmt |
| EOY | $616,976 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,547 | BOYAmt |
| EOY | $127,378 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,782 | BOYAmt |
| EOY | $308,434 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,956 | BOYAmt |
| EOY | $79,573 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $70,788 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $32,056 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,167 | BOYAmt |
| EOY | $38,732 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,639 | BOYAmt |
| EOY | $750,000 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,439 | BOYAmt |
| EOY | $41,894 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,313,750 | BOYAmt |
| EOY | $3,156,339 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,507 | BOYAmt |
| EOY | $474,735 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,102 | BOYAmt |
| EOY | $72,543 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $693,153 | BOYAmt |
| EOY | $612,009 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,434,763 | BOYAmt |
| EOY | $1,128,549 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,529,525 | BOYAmt |
| EOY | $2,287,836 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $698,575 | BOYAmt |
| EOY | -$177,584 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,650 | BOYAmt |
| EOY | $1,046,087 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $784,225 | BOYAmt |
| EOY | $868,503 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,313,750 | BOYAmt |
| EOY | $3,156,339 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $84,278 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,070,149 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,024,739 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,197,257 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $803,837 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,470,389 | CurrentTaxYearAmt |
| Total | $9,566,371 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,070,149 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,024,739 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,197,257 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $803,837 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,470,389 | CurrentTaxYearAmt |
| Total | $9,566,371 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,277,114 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,289,257 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,541 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,692 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,683 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,897 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $79,647 | CurrentTaxYearAmt |
| Total | $111,460 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,466 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$1,578 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,133 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $210 | CurrentTaxYearAmt |
| Total | $5,231 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,683,062 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $9,373,454 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75280 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71970 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | MISC 5,231 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $70,788 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,056 | DepreciationAmt |
| Book Value | $38,732 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $38,732 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE ADVANCES | $1,086,655 |
| LEASE LIABILITY | $41,894 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,128,549 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,553,056 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $5,553,056 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $5,553,056 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,468,778 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $5,468,778 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $5,468,778 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WORKING METRICS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1765 GREENSBORO STATION PL | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 813913376 | RecipientEIN |
| Cash Grant | $600,000 | CashGrantAmt |
| Purpose Of Grant | SUBGRANT SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| ENERGY ASSISTANCE | 245 | $208,543 | COST | EOC ASSISTANCE |
| HOUSING, GROCERIES, SUPP | 170 | $69,121 | COST | HOUSING, GROC. |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | WE MONITOR THE USE OF FUNDS BY PAYING VENDORS DIRECTLY (E.G. WE PAY THE LANDLORD DIRECTLY FOR PAST DUE RENT). | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| LIDDY ROMERO | ||||
| CEO | $267,104 | $10,675 | $91 | $277,870 |
| CHRIS YOUNG | ||||
| CFO | $198,676 | $8,135 | $9,177 | $215,988 |
| CYNTHIA WILLIAMS | ||||
| COO | $201,754 | $8,095 | $9,177 | $219,026 |
| KRISTEN CULLINEY | ||||
| CPO | $150,428 | $5,250 | $91 | $155,769 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNNY DAY FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD MEMBER/CE | RelationshipDescriptionTxt |
| Transaction | $2,400 | TransactionAmt |
| Transaction | SERVICES | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART V | FormAndLineReferenceDesc |
| Explanation | SID PAILLA IS CEO OF SUNNY DAY FUND. HE IS ON THE BOARD AND ALSO A VENDOR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | IN 2023, THE HBN SPECIALIZED SERVICE, WHICH PREVIOUSLY RAN AS A SEPARATE PROGRAM, WAS INTEGRATED INTO WORKLIFE PARTNERSHIP'S SUITE OF RESOURCE NAVIGATION SERVICES. IN 2023, WORKLIFE HELPED 2,188 HARDWORKING EMPLOYEES IN 39 STATES IMPROVE THEIR WORK-LIFE STABILITY THROUGH ITS SIGNATURE RESOURCE NAVIGATION PROGRAM. WE PARTNERED WITH EMPLOYERS ACROSS MULTIPLE INDUSTRIES INCLUDING HEALTHCARE, MANUFACTURING, RETAIL, HOSPITALITY, LONG- TERM CARE, AND CONSTRUCTION TO PROVIDE SUPPORT AND RESOURCES TO THEIR EMPLOYEES. WE CONNECTED EMPLOYEES WITH OVER 240,000 IN DIRECT CASH ASSISTANCE FOR HOUSING, FOOD AND NUTRITION, HEALTHCARE, TRANSPORTATION, ENERGY ASSISTANCE, AND CHILDCARE. OUR RESOURCE NAVIGATORS SPENT 4,718 HOURS WORKING ONE ON ONE WITH CLIENTS, PROVIDING THEM OVER 11,000 RESOURCES/SERVICES. ADDITIONALLY, OUR TEAM REFERRED CLIENTS TO 610 EXISTING WORKPLACE BENEFITS. AFTER BEING SERVED BY A WORKLIFE NAVIGATOR, 83% OF WORKERS RESPONDING TO WORKLIFE'S CLIENT SURVEY SAID THEY EXPERIENCED LESS STRESS, 81% REPORTED INCREASED CONFIDENCE, 82% FELT BETTER PREPARED TO HANDLE A SIMILAR SITUATION, 78% SAID THEY ARE MORE LIKELY TO STAY AT THEIR CURRENT EMPLOYER, 62% HAD DECREASED FINANCIAL WORRIES, 55% FELT LESS DISTRACTED AT WORK, AND 63% BETTER UNDERSTOOD THEIR WORKPLACE BENEFITS. IN 2023, WORKLIFE'S SMALL DOLLAR LOAN PROGRAM WROTE 595 LOANS TO COLORADO WORKERS, A 42% INCREASE FROM 2022, FOR A TOTAL OF OVER 585,000. THE AVERAGE LOAN AMOUNT WAS 984 AND THE DEFAULT RATE WAS LESS THAN 3%. AFTER RECEIVING A WORKLIFE LOAN, 93% OF BORROWERS RESPONDING TO WORKLIFE'S CLIENT SURVEY SAID THEY FELT THEY WERE MORE FINANCIALLY STABLE, 82% FELT BETTER PREPARED TO HANDLE A SIMILAR SITUATION, AND 96% SAID THEY WERE MORE LIKELY TO STAY AT THEIR CURRENT EMPLOYER. NINETY-FIVE PERCENT OF LOAN ACCOUNTS REPORTED TO CREDIT BUREAUS WERE IN GOOD STANDING AND 36% OF BORROWERS SAID THAT OUR LOAN DETERRED THEM FROM GETTING A HIGHER INTEREST PAYDAY LOAN. ACROSS ALL PROGRAMS, 66% OF WORKLIFE'S CLIENTS WERE WOMEN AND 48% IDENTIFIED AS MEMBERS OF HISTORICALLY UNDERREPRESENTED GROUPS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE BOARD REVIEWED THE AUDITED FINANCIAL STATEMENTS. THE CEO, CFO, AND BOARD TREASURER REVIEWED THE 990 FOR ACCURACY. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD REVIEWS AND DECIDES ON THE EXECUTIVE DIRECTOR'S COMPENSATION. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THERE ARE NO OTHER PAID OFFICERS AND/OR KEY EMPLOYEES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | POSTED ON WEBSITE |
Comments