2023-12-21T16:07:23-06:00 2022-12-31 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2022-01-01 850604101 WORKMONEY INC WORK 2622047368 790 N MILWAUKEE STREET STE 300 MILWAUKEE WI 53202 CARRIE JOY GRIMES PRESIDENT & CEO 5032047368 2023-12-20 1 CARRIE JOY GRIMES XXX-XX-XXXX 1 WENDY CAMPOS P00448102 5032421447 2023-12-20 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z WORKMONEY CARRIE JOY GRIMES 790 N MILWAUKEE STREET STE 300 MILWAUKEE WI 53202 31104409 0 X WWW.WORKMONEY.COM X 2020 WI WORKMONEY IS DEDICATED TO LOWERING COSTS AND RAISING INCOMES FOR ALL AMERICANS. 4 3 47 3 22095 0 19052200 31021931 0 23345 0 2179 0 56954 19052200 31104409 0 0 0 0 2702738 6107245 0 0 1126145 10112894 22182008 12815632 28289253 6236568 2815156 9907713 12929547 223888 430566 9683825 12498981 WORKMONEY IS DEDICATED TO LOWERING COSTS AND RAISING INCOMES FOR ALL AMERICANS, MAKING LIFE MORE AFFORDABLE AND FAMILIES MORE ECONOMICALLY SECURE. 0 0 17628128 40435 OUTREACH: WORKMONEY COMMUNICATED WITH MILLIONS OF FINANCIALLY STRUGGLING, HARD-TO-REACH AMERICANS, DELIVERING VALUABLE REAL-TIME INFORMATION TO HELP THEM BETTER WEATHER FINANCIAL CHALLENGES. WORKMONEY PROVIDED INFORMATION ACROSS A RANGE OF COMMUNICATION CHANNELS TO HELP AMERICANS NAVIGATE THE ECONOMIC CRISIS CAUSED BY THE COVID-19 PANDEMIC, INCLUDING INFORMATION ON TAX CREDITS, STIMULUS PROGRAMS, AND OTHER BENEFIT PROGRAMS AND SERVICES. 5498655 12613 EDUCATION: WORKMONEY PROVIDED INFORMATION TO SUBSCRIBERS TO HELP THEM NAVIGATE COMPLEX FINANCIAL PROGRAMS AND SERVICES, TO MATERIALLY IMPROVE THEIR FINANCIAL WELL-BEING. WORKMONEY HELD PERSONAL CONVERSATIONS WITH AMERICAN FAMILIES ABOUT ECONOMIC TOOLS AND THEIR IMPACT ON THEIR LIVES. 2247977 5156 ADVOCACY: WORKMONEY EDUCATED DECISION-MAKERS ON THE NEEDS OF WORKING AMERICANS. THIS WORK INCLUDED CONDUCTING POLICY RESEARCH AND ANALYSIS AND SUPPORTING POLICIES THAT HELP RAISE INCOMES AND LOWER COSTS. 25374760 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 48 0 1 47 1 1 1 0 0 0 1 1 0 0 0 X 4 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X SARAH LAYTON 2622047368 790 N MILWAUKEE STREET STE 300 MILWAUKEE WI 53202 CARRIE JOY GRIMES PRESIDENT & CEO 40.00 X X 228712 0 41209 KATHRYN BETHELL COO 40.00 X 227596 0 120 RACHEL LAUTER CHIEF STRATEGY OFFICER & GENERAL COUNSEL 40.00 X 212216 0 11806 WINSOR ALDEBORGH VP DATA & ANALYTICS 40.00 X 204417 0 28232 ANJALI SAKARIA VP ADVOCACY 40.00 X 197400 0 12720 TIFFANY FERGUSON VP OPERATIONS 40.00 X 192989 0 21989 JONATHAN SAVITCH CHIEF PRODUCT OFFICER THRU 8/2022 25.00 X 189589 0 25693 MICHAEL M ENRIQUEZ FORMER DIRECTOR, VP ORGANIZING 40.00 X 189251 0 18676 PETE DAVIES TREASURER 1.00 X X 0 0 0 BRINA MILIKOWSKY SECRETARY 1.00 X X 0 0 0 NICK HANAUER DIRECTOR 1.00 X 0 0 0 1642170 0 160445 12 0 1 0 FACEBOOK 1 HACKER WAY MENLO PARK CA 94205 ADVERTISING 8413596 THE OUTREACH TEAM 407 COLLEGE AVENUE 349 ITHACA NY 14850 OUTREACH CONSULTING 2604687 GOOGLE 1600 AMPITHEATER PARKWAY MOUNTAIN VIEW CA 94303 ADVERTISING 2506291 EXACTIUS LLC 370 JAY ST FL 7 BROOKLYN NY 11201 DIGITAL CONSULTING 1507323 STRIVE 125 WEST 96TH ST NUMBER 1K NEW YORK NY 10025 SMS CONSULTING 1502558 11 31021931 473350 31021931 ADVERTISING 541800 22095 22095 HONORARIUM 900099 1000 1000 MEMBERSHIP DUES 900099 250 250 23345 2179 2179 MISCELLANEOUS INCOME 900099 56954 56954 56954 31104409 58204 22095 2179 X 721660 360830 180415 180415 4248149 3363903 655029 229217 217992 167630 34942 15420 542131 371396 51820 118915 377313 286171 62551 28591 180110 180110 1016 1016 5927630 5242725 234425 450480 12659441 12659441 122542 14411 107474 657 2779774 2701443 68829 9502 123908 61171 32462 30275 76283 13255 7890 55138 10119 10119 OTHER PERSONNEL COSTS 178129 9328 161266 7535 MEMBER PRODUCTS & SERVI 123056 123056 28289253 25374760 1788348 1126145 6707713 1313525 0 11605518 3200000 0 0 8939 0 1565 9907713 12929547 223888 360566 0 70000 223888 430566 X 7050564 3679105 2633261 8819876 9683825 12498981 9907713 12929547 2815156 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2718241 0 2718241 0 2718241 1 1 1 0 PART I-A, LINE 1: THE ORGANIZATION COMMUNICATED WITH AMERICANS VIA SMS MESSAGING, PHONE CALLS, AND EMAIL TO SUPPORT AND OPPOSE CANDIDATES IN FEDERAL AND STATE ELECTIONS. 0 DUE TO C3 WORKMONEY FOUNDATION 70000 70000 X 31303245 198836 198836 31104409 0 31104409 28488089 198836 198836 28289253 0 28289253 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATION IS DESCRIBED IN SECTION 501(C)(4) OF THE CODE AND, ACCORDINGLY, IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISION OF SECTION 501(A) OF THE CODE. HOWEVER, CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSES ARE NOT EXEMPT AND ARE SUBJECT TO FEDERAL INCOME TAXES. THE ORGANIZATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO INCOME TAX MATTERS IN FEDERAL TAX EXPENSE. THE ORGANIZATION HAD NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2022. THE ORGANIZATION FILES AN EXEMPT ORGANIZATION RETURN WITH THE U.S. FEDERAL AND WISCONSIN JURISDICTIONS. X X X X 0 0 0 0 0 0 0 0 0 CARRIE JOY GRIMES PRESIDENT & CEO 228712 0 0 0 0 0 11250 0 29959 0 269921 0 0 0 KATHRYN BETHELL COO 227596 0 0 0 0 0 0 0 120 0 227716 0 0 0 RACHEL LAUTER CHIEF STRATEGY OFFICER & GENERAL COU 212216 0 0 0 0 0 11686 0 120 0 224022 0 0 0 WINSOR ALDEBORGH VP DATA & ANALYTICS 204417 0 0 0 0 0 12100 0 16132 0 232649 0 0 0 ANJALI SAKARIA VP ADVOCACY 197400 0 0 0 0 0 12600 0 120 0 210120 0 0 0 TIFFANY FERGUSON VP OPERATIONS 192989 0 0 0 0 0 12108 0 9881 0 214978 0 0 0 JONATHAN SAVITCH CHIEF PRODUCT OFFICER THRU 8/2022 189589 0 0 0 0 0 9260 0 16433 0 215282 0 0 0 MICHAEL M ENRIQUEZ FORMER DIRECTOR, VP ORGANIZING 189251 0 0 0 0 0 8925 0 9751 0 207927 0 0 0 PART I, LINE 3 IN 2021 THE BOARD OF DIRECTORS OF WORKMONEY, INC. HELD A SPECIAL MEETING. CARRIE JOY GRIMES, DIRECTOR OF THE ORGANIZATION, DID NOT ATTEND THE EXECUTIVE SESSION PORTION OF THE MEETING AT WHICH THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER WAS REVIEWED AND APPROVED. AN ANNUAL SALARY AND ASSOCIATED EMPLOYEE BENEFITS WERE APPROVED, PURSUANT TO THE DEFINITION OF REASONABLE COMPENSATION UNDER INTERNAL REVENUE CODE SECTION 162. THE 2020 REGIONAL PAY NON-PROFIT REPORT PROVIDED THE BASIS FOR THE DETERMINED REASONABLE COMPENSATION. PURSUANT TO WORKMONEY'S CONFLICT OF INTEREST POLICY, CARRIE JOY GRIMES DID NOT CONSENT TO THIS RESOLUTION. X 1 473350 MARKET VALUE AT DONATION 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A CARRIE JOY GRIMES, CEO OF WORKMONEY, IS A PAID EMPLOYEE OF WORKMONEY AND THUS IS NOT AN INDEPENDENT BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, WORKMONEY'S 990 WAS PROVIDED TO MEMBERS OF THE GOVERNING BODY, AND REVIEWED BOTH INTERNALLY AND BY OUTSIDE LEGAL COUNSEL AND TAX PREPARER. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE ASKED TO DISCLOSE INTERESTS ANNUALLY, AND POTENTIAL CONFLICTS ARE IDENTIFIED AND DEALT WITH PER THE ORGANIZATION'S POLICY. FORM 990, PART VI, SECTION B, LINE 15A IN 2021 THE BOARD OF DIRECTORS OF WORKMONEY, INC. HELD A SPECIAL MEETING. CARRIE JOY GRIMES, DIRECTOR OF THE ORGANIZATION, DID NOT ATTEND THE EXECUTIVE SESSION PORTION OF THE MEETING AT WHICH THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER WAS REVIEWED AND APPROVED. AN ANNUAL SALARY AND ASSOCIATED EMPLOYEE BENEFITS WERE APPROVED, PURSUANT TO THE DEFINITION OF REASONABLE COMPENSATION UNDER INTERNAL REVENUE CODE SECTION 162. THE 2020 REGIONAL PAY NON-PROFIT REPORT PROVIDED THE BASIS FOR THE DETERMINED REASONABLE COMPENSATION. PURSUANT TO WORKMONEY'S CONFLICT OF INTEREST POLICY, CARRIE JOY GRIMES DID NOT CONSENT TO THIS RESOLUTION. FORM 990, PART VI, SECTION C, LINE 19 WORKMONEY'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G STRATEGY & PROGRAM DESIGN: PROGRAM SERVICE EXPENSES 340,438. MANAGEMENT AND GENERAL EXPENSES 224,425. FUNDRAISING EXPENSES 450,000. TOTAL EXPENSES 1,014,863. RESEARCH & POLLING: PROGRAM SERVICE EXPENSES 1,562,163. MANAGEMENT AND GENERAL EXPENSES 10,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,572,163. MARKETING, PR, & OUTREACH: PROGRAM SERVICE EXPENSES 3,340,124. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 480. TOTAL EXPENSES 3,340,604.