2023-11-03T14:12:15-05:00 2022-12-31 221478099 COHNREZNICK LLP 1301 AVENUE OF THE AMERICAS NEW YORK NY 10019 990 2022-01-01 133500642 THE FAMILIES AND WORK INSTITUTE INC FAMI 2124652044 PO BOX 7588 HILLSBOROUGH NJ 08844 ANTHONY J KOLASA CHIEF FINANCIAL OFFICER 2124652044 2023-11-02 1 ANTHONY KOLASA 999009999 0 LORI ROTHE YOKOBOSKY CPA P01273422 2122970400 2023-11-01 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ELLEN GALINSKY PO BOX 7588 HILLSBOROUGH NJ 08844 1313437 0 X WWW.FAMILIESANDWORK.ORG X 1988 NY THE FAMILIES AND WORK INSTITUTE (FWI) IS A NON-PROFIT RESEARCH ORGANIZATION THAT STUDIES THE CHANGING WORKFORCE, FAMILY AND COMMUNITY. AS A PREEMINENT THINK TANK, FWI IS KNOWN FOR BEING AHEAD OF THE CURVE, IDENTIFYING EMERGING ISSUES, AND THEN CONDUCTING RIGOROUS RESEARCH THAT OFTEN CHALLENGES COMMON WISDOM, PROVIDES INSIGHT AND KNOWLEDGE AND INSPIRES CHANGE. 10 9 3 9 0 0 0 759000 0 14211 0 -22274 0 0 0 750937 0 0 0 0 0 167796 0 0 0 0 60303 0 228099 0 522838 3363 545090 0 18889 3363 526201 X THE FAMILIES AND WORK INSTITUTE (FWI) IS A NON-PROFIT RESEARCH ORGANIZATION THAT STUDIES THE CHANGING WORKFORCE, FAMILY AND COMMUNITY. AS A PREEMINENT THINK TANK, FWI IS KNOWN FOR BEING AHEAD OF THE CURVE, IDENTIFYING EMERGING ISSUES, AND THEN CONDUCTING RIGOROUS RESEARCH THAT OFTEN CHALLENGES COMMON WISDOM, PROVIDES INSIGHT AND KNOWLEDGE AND INSPIRES CHANGE. 0 0 174311 14211 CHILD, FAMILY AND COMMUNITY PROGRAMS - THE INSTITUTE'S WORK INCLUDES A LONG COMMITMENT TO FOCUS ON EARLY LEARNING AND THE IMPLICATIONS OF WHAT WE KNOW ABOUT EARLY LEARNING FOR TEACHER AND CLASSROOM QUALITY AND EARLY CHILDHOOD SYSTEM DESIGN. THE INSTITUTE ALSO FOCUSES ON THE DEVELOPMENT OF BROAD SCALE COMMUNICATIONS CAMPAIGNS TO SHARE EARLY LEARNING RESEARCH WITH A WIDE RANGE OF PUBLIC AND PRIVATE SECTOR AUDIENCES. WORK LIFE PROGRAMS - THE INSTITUTE IS DEDICATED TO PROVIDING OBJECTIVE INFORMATION ON CHANGES IN THE WORKFORCE AND WORKPLACE IN ORDER TO INFORM DECISION MAKERS IN GOVERNMENT, BUSINESS, COMMUNITIES AND FAMILIES. TOWARD THAT END, THE INSTITUTE CONDUCTS ITS OWN NATIONALLY REPRESENTATIVE RESEARCH STUDIES, AS WELL AS STUDIES OF EMPLOYEES OF LEADING COMPANIES GLOBALLY. THERE WAS NO ACTIVITY FOR THIS PROGRAM IN 2022 BUT THE INSTITUTE EXPECTS THERE TO BE ACTIVITY IN2023. OUTREACH PROGRAMS - THE INSTITUTE CREATED ITS OUTREACH PROGRAMS TO PROVIDE DETAILED AND CUSTOMIZED PRESENTATIONS, AS WELL AS PUBLICATIONS AND MATERIALS PRODUCED OUT OF OUR RESEARCH FINDINGS, FOR ALL TYPES OF AUDIENCES, INCLUDING EMPLOYERS, EMPLOYEES, ACADEMIC INSTITUTIONS, BUSINESSES, CHILD CAREGIVERS, COMMUNITY GROUPS AND PARENTS. THERE WAS NO ACTIVITY FOR THIS PROGRAM IN 2022 BUT THE INSTITUTE EXPECTS THERE TO BE ACTIVITY IN 2023. 174311 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X MYRNA WOODS MANAGER FINANCE & HR ADMIN 2124658423 PO BOX 7588 HILLSBOROUGH NJ 08844 CHRISTINE A MORENA BOARD MEMBER 1.00 X 0 0 0 DEBORAH DAGIT BOARD MEMBER 1.00 X 0 0 0 ELLEN GALINSKY PRESIDENT AND BOARD MEMBER 32.00 X X 73533 0 8600 ELLEN R MARRAM BOARD MEMBER 1.00 X 0 0 0 JT TED CHILDS JR BOARD MEMBER 1.00 X 0 0 0 JUDY WOODRUFF BOARD MEMBER 1.00 X 0 0 0 KENNETH J BARRETT BOARD MEMBER 1.00 X 0 0 0 MICHAEL J CAREY CHAIRMAN OF THE BOARD 2.00 X X 0 0 0 PATRICIA H MILLER BOARD MEMBER 1.00 X 0 0 0 STEPHANIE B MUDICK BOARD MEMBER 1.00 X 0 0 0 73533 0 8600 0 0 0 0 0 759000 562500 759000 PROGRAM SERVICES 541900 14211 14211 14211 540226 562500 -22274 -22274 -22274 750937 14211 0 -22274 X 82133 75965 6168 61467 57278 4189 10559 9137 1422 13637 11802 1835 2750 2750 11813 11813 34076 15029 19047 6263 2500 3763 938 938 2632 2600 32 1831 1831 228099 174311 53788 0 3363 89425 440226 14141 1354 56 0 1298 3363 545090 18889 0 18889 X 3363 -36214 562415 3363 526201 3363 545090 522838 0 X 0 0 0 X 759000 759000 759000 759000 734820 24180 759000 14211 0.03190 1.00000 X THE INSTITUTE RESUMED OPERATIONS IN OCTOBER 2022 AFTER HAVING MINIMAL ACTIVITY WHILE BEING DORMANT FOR THE PAST FEW YEARS. AS A PART OF RESUMED OPERATIONS, THE INSTITUTE INTENDS TO CONTINUE TO INCREASE ITS DONOR BASE, TO ENSURE THAT IT WILL CONTINUE TO QUALIFY AS A PUBLIC CHARITY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1354 56 1298 1298 X PART X, LINE 2: THE INSTITUTE HAS NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2022. THE INSTITUTE'S FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO FISCAL YEAR 2019 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF APPLICABLE, THE INSTITUTE WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH TAX MATTERS AS PART OF MANAGEMENT AND GENERAL EXPENSES IN THE STATEMENT OF ACTIVITIES AND INCLUDE ACCRUED INTEREST AND PENALTIES IN ACCRUED EXPENSES IN THE STATEMENT OF FINANCIAL POSITION. THE INSTITUTE DID NOT RECOGNIZE ANY INTEREST OR PENALTIES ASSOCIATED WITH TAX MATTERS FOR THE YEAR ENDED DECEMBER 31, 2022. X 1 562500 FMV 0 0 0 PART I, COLUMN (B): AMOUNTS IN COLUMN B REPRESENT THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B AFTER THE FORM IS DRAFTED, THE DRAFT IS PRESENTED TO THE ORGANIZATION'S OFFICERS WHO REVIEW THE FORM IN DETAIL. AFTER THE OFFICERS' REVIEW AND NECESSARY MODIFICATIONS, THE FORM IS PRESENTED FOR REVIEW AND APPROVAL BY THE ORGANIZATION'S FINANCE COMMITTEE OF THE BOARD. THE FINANCE COMMITTEE, ON BEHALF OF THE BOARD, REVIEWS THE FORM 990 WITH ALL REQUIRED SCHEDULES, STATEMENTS, BACK-UPS AND STATE FILINGS AND APPROVES THE FILINGS ON BEHALF OF THE FULL BOARD. SUBSEQUENTLY, THE BOARD IS PRESENTED WITH THE FORM 990 AND HAS THE OPPORTUNITY TO ASK QUESTIONS OR COMMENT ON THE FILINGS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL STAFF MEMBERS, OFFICERS AND BOARD MEMBERS ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST STATEMENT AT MINIMUM ON AN ANNUAL BASIS. IF THERE IS A POTENTIAL CONFLICT, THE FULL BOARD HAS THE AUTHORITY TO REVIEW THE ISSUE AND HAS TO VOTE ON THE ISSUE TO MAKE SURE THAT IT IS RESOLVED. THE STATEMENTS ARE PRESENTED TO ALL NEW STAFF AND NEW BOARD OF DIRECTORS MEMBERS UPON INTAKE. FORM 990, PART VI, SECTION B, LINE 15A DURING THE YEAR END BOARD OF DIRECTORS' MEETING, COMPENSATION IS DISCUSSED AND REVIEWED BY THE FULL BOARD. PRIOR TO THE MEETING, THE CHAIRMAN OF THE BOARD REVIEWS HISTORICAL COMPENSATION DATA FOR THE ORGANIZATION, INCLUDING SPECIFIC AMOUNTS FOR THE PRESIDENT, AS WELL AS COMPARABLE COMPENSATION DATA FROM OTHER NOT-FOR-PROFIT ORGANIZATIONS. THE BOARD DETERMINES THE PRESIDENT'S BONUS, IF ANY, FOR THE PAST YEAR, AS WELL AS THE PRESIDENT'S COMPENSATION AMOUNT FOR THE NEXT YEAR, BASED ON THE PRESIDENT'S PERFORMANCE AND COMPENSATION DATA. THE BOARD ALSO DETERMINES THE AMOUNT OF A BONUS POOL, IF ANY, FOR THE PAST YEAR, AS WELL AS A RAISE POOL, IF ANY, FOR THE NEXT YEAR, FOR ALL OTHER EMPLOYEES BESIDES THE PRESIDENT. THE BOARD AUTHORIZES THE PRESIDENT TO ALLOCATE THE BONUS POOL, IF ANY, AS WELL AS THE RAISE POOL, IF ANY, TO INDIVIDUAL EMPLOYEES IN THE ORGANIZATION, BASED UPON THE EMPLOYEE'S PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 THE INFORMATION IS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS FEES: PROGRAM SERVICE EXPENSES 15,029. MANAGEMENT AND GENERAL EXPENSES 18,997. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,026. STATE REGISTRATION FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 50. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50.