2020-11-16T14:40:29-06:00 2019-12-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA NEW YORK NY 10004 990 2019-01-01 204994004 WORKING FAMILIES ORGANIZATION INC WORK 7182223796 81 PROSPECT STREET BROOKLYN NY 11201 MIKE BOLAND TREASURER 7182223796 2020-11-16 1 JAMES J REILLY P00183769 2126617777 47.17.235.214 2020-11-16 14:38:36 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 8456209A529F0A54A22466BB41F537C3D8BD2447 2019 2021-04-22 16:20:28Z MIKE BOLAND 81 PROSPECT STREET BROOKLYN NY 11201 10617854 0 X WWW.WORKINGFAMILIES.ORG X 2006 NY SEEKS TO ADVANCE THE INTERESTS OF WORKING CLASS, MIDDLE CLASS AND POOR AMERICANS. 5 5 0 0 0 0 7391111 10264564 87785 319790 500 500 50423 33000 7529819 10617854 563470 754675 0 0 3869417 4567780 0 0 222672 1658508 3433100 6091395 8755555 1438424 1862299 4526424 6204512 1031710 847499 3494714 5357013 X THE WORKING FAMILIES ORGANIZATION IS A NON-PROFIT ADVOCACY ORGANIZATION THAT SEEKS TO ADVANCE THE INTERESTS OF WORKING CLASS, MIDDLE CLASS AND POOR AMERICANS, THROUGH LEGISLATIVE ADVOCACY, PUBLIC EDUCATION, CREATIVE MEDIA AND COMMUNITY ORGANIZING. 0 0 7470778 754675 SEE SCHEDULE O. 319790 IN 2019, WORKING FAMILIES ORGANIZATION ENTERED INTO AGREEMENTS WITH A NUMBER OF ORGANIZATIONS TO PROVIDE CANVASS AND CANVASS MANAGEMENT AND ORGANIZING SERVICES. SERVICES WERE PROVIDED TO THE FOLLOWING ORGANIZATIONS: MARVA HERNDON FOR SCHOOL BOARD, BOB PETERSON FOR THE SCHOOL BOARD, JEWS UNITED FOR JUSTICE, INC, & CONSUMERS FOR SENSIBLE ENERGY. 7470778 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 25 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 5 5 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 NY CO CT DC MD NJ NM OR PA RI SC VT WA WV WI X THE ORGANIZATION 7182223796 81 PROSPECT STREET BROOKLYN NY 11201 X DALE WIEHOFF CHAIR 1.00 X X 0 0 0 MIKE BOLAND TREASURER 20.00 X X 0 0 0 RUDOLPH BLAY SECRETARY 5.00 X X 0 0 0 HARRIET BARLOW DIRECTOR 1.00 X 0 0 0 CORRINE RAFFERTY DIRECTOR 1.00 X 0 0 0 DAN CANTOR ASSISTANT SECRETARY 1.00 X 0 0 0 0 0 0 0 0 0 0 0 10264564 300000 10264564 CONTRACT SERVICES 900099 319790 319790 319790 500 500 2190 0 2190 2190 OTHER INCOME 900099 30810 30810 30810 10617854 319790 0 33500 X 754675 754675 3744546 3381240 227812 135494 56952 50669 3940 2343 766282 681738 53013 31531 71963 71963 26200 26200 1053253 1053253 40711 40711 20964 19592 860 512 44279 44279 195816 195816 61423 55613 3643 2167 116757 109120 2864 4773 41513 41513 4420 4420 COST SHARING OFAHR 714651 714651 WALKING AROUND EXPENSE 580476 523523 11101 45852 COST SHARING FACILITIES 267472 249451 18021 OTHER 101387 101387 91815 91815 8755555 7470778 1062105 222672 2988666 2432085 24551 1846164 1177588 1811010 185453 185453 41513 0 132856 105063 161250 10190 4526424 6204512 308668 582078 391500 48850 250000 216571 81542 0 1031710 847499 X 1773150 2409937 1721564 2947076 3494714 5357013 4526424 6204512 1862299 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1721564 7918787 6693275 2947076 554004 5641023 4473463 1721564 446825 3888249 3781070 554004 1193266 3516202 4262643 446825 1606614 1950050 2363398 1193266 1.00000 0 0 101797 101797 0 83656 83656 0 0 10617854 0 10617854 0 10617854 8755554 0 8755554 0 8755554 1 ABQ DEMOCRACY DOLLARSOLE EDUCATION FUND 1123 KENT AVE NW SUITE B ALBUQUERQUE NM 87102 271275857 77748 SUB-GRANT ADVOCATES FOR JUSTICE AND EDUCATION 1200 G ST NW WASHINGTON DC DC 20005 521989809 501(C)(3) 39600 BIRTH TO 3 PROJECT REGRANT COMMUNITY VOICES HEARD 115 EAST 106TH STREET NEW YORK NY 10029 133901997 501(C)(3) 15000 FUNDS RAISED INTO CWF FUND GRASSROOTS POLICY PROJECT PO BOX 2125 BERKELEY CA 94702 521846313 501(C)(3) 36000 GRANT FOR S. HUGHES WORK LA COLLECTIVA C/O ALLIANCE FOR GLOBAL JUSTICE 225 E 26TH ST TUCSON AZ 85713 522094677 501(C)(4) 35400 SUB-GRANT UNITED FOR RESPECT 81 PROSPECT STREET BROOKLYN NY 11201 834485353 501(C)(4) 300000 GRANT - OSF SOCIAL GOOD FUND 12651 SAN PABLO AVENUE 5473 RICHMOND CA 94805 461323531 501(C)(3) 35663 FAIR BUDGET COALITION PAVE INC 1805 7TH ST NW FL 6 WASHINGTON DC DC 20001 812330119 501(C)(3) 38250 GRANT FOR BIRTH TO THREE PROJECT PARTNERSHIP FOR WORKING FAMILIES 1305 FRANKLIN STREET SUITE 501 OAKLAND CA 94612 710914032 501(C)(3) 44000 SUB-GRANT NEW YORK COMMUNITIES FOR CHANGE 1 METROTECH CTR N STE 11 BROOKLYN NY 11201 271359103 501(C)(4) 16670 ORGANIZING HQ2 MARY'S CENTER FOR MATERNAL AND CHILD CARE 2333 ONTARIO RD NW WASHINGTON DC DC 20009 521594116 501(C)(3) 36000 BIRTH TO GRANT THREE MAKE THE ROAD NEW YORK 301 GROVE STREET BROOKLYN NY 11237 113344389 501(C)(3) 16670 AMAZON COALITION MAMATOTO VILLAGE 311 47TH ST NE WASHINGTON DC DC 20019 462564702 501(C)(3) 29813 BIRTH TO GRANT THREE MANY LANGUAGES ONE VOICE 3166 MOUNT PLEASANT ST NW WASHINGTON DC DC 20010 274415158 501(C)(3) 31613 BIRTH TO GRANT THREE 3 2 PART I, LINE 2: WFO'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES: 1. POTENTIAL GRANTEE APPLICATION AND BUDGET IS REVIEWED BY DEVELOPMENT AND FINANCE. IN NECESSARY COUNSEL IS CONSULTED; 2. WFO'S EXECUTIVE DIRECTORS APPROVES THE GRANTS; 3. DEVELOPMENT PREPARES AND SENDS THE GRANTEE AND AWARD LETTER THAT INCLUDES NARRATIVE AND FINANCIAL REPORTING REQUIREMENTS AND DEADLINES; 4. THE GRANTEE SUBMITS NARRATIVE AND FINANCIAL REPORTS TO THE WFO IN ACCORDANCE WITH THE AWARD LETTER. X 1 300000 0 1 0 PART I - LINE 5 & PART V - LINE 2A THE WFO DID NOT HAVE ITS OWN EMPLOYEES IN 2019. WFO ENGAGES COMMUNITY LABOR ADMINISTRATIVE SERVICES, INC. ("CLA") TO MANAGE ITS OPERATIONS, FINANCE, ADMINISTRATION, AND HUMAN RESOURCES, INCLUDING PAYROLL PROCESSING, LEASE NEGOTIATIONS, BANKING RELATIONS AND RELATED BUSINESS ACTIVITIES. ALL STAFF MEMBERS WERE HIRED BY CLA. AS OF JULY 1, 2017, CLA ENTERED INTO A SERVICE AGREEMENT WITH COLLECTIVE SHARED SERVICES, LLC TO PROVIDE PAYROLL AND HUMAN RESOURCE BENEFITS SUCH AS MEDICAL COVERAGE AND A DEFINED BENEFIT CONTRIBUTION 401(K) PLAN. IN APRIL 2019 CLA AND COLLECTIVE SERVICES, LLC AGREEMENT WAS TERMINATED. PART III - LINE 4A IN 2019, THE WORKING FAMILIES ORGANIZATION, INC.'S ("WFO") PROGRAMMATIC SERVICES INCLUDED: 1. WAGES, WEA DEMOCRACY 2. GREEN NEW DEAL 3. CRIMINAL JUSTIC REFORM 4. WAGES & ECONOMIC JUSTICE 5. BASNIUM THERE WERE SIX STAFF MEMBERS ON THE CLA/COLLECTIVE SHARED SERVICES, LLC PAYROLL IN 2019 WHO EARNED MORE THAN $100,000: 1. WFP NATIONAL CHAIR COMMITTEE AT $152,725. 2. EXECUTIVE DIRECTOR $161,890 3. CHIEF OF STAFF $124,727 4. DIRECTOR OF HUMAN RESOURCES AND FINANCIAL PLANNING AT $117,994. 5. DIVISION DIRECTOR, STATE CAPACITY $112,261 6. CONTROLLER AT $109,643 THE TOP FIVE STAFF MEMBERS SPENT THE FOLLOWING % OF THEIR TIME WORKING FOR WFO: 1. WFP NATIONAL CHAIR COMMITTEE 100% 2. EXECUTIVE DIRECTOR 100% 3. CHIEF OF STAFF 50% 4. DIRECTOR OF HUMAN RESOURCES AND FINANCIAL PLANNING 100% 5. DIVISION DIRECTOR, STATE CAPACITY 100% (THEIR COMPENSATION FOR WORKING FAMILIES ORGANIZATION IS NOT DISCLOSED.) FORM 990, PART VI, SECTION A, LINE 3 WFO ENGAGES CLA, A DELAWARE CORPORATION, TO MANAGE ITS OPERATIONS, FINANCE, ADMINISTRATION AND HUMAN RESOURCES, INCLUDING PAYROLL PROCESSING, LEASE NEGOTIATIONS, BANKING RELATIONS AND RELATED BUSINESS ACTIVITIES. AS OF JULY 1, 2017, CLA ENTERED INTO A SERVICE AGREEMENT WITH COLLECTIVE SHARED SERVICES, LLC TO PROVIDE PAYROLL AND HUMAN RESOURCE BENEFITS SUCH AS MEDICAL COVERAGE AND A DEFINED BENEFIT CONTRIBUTION 401(K) PLAN. IN APRIL 2019 CLA AND COLLECTIVE SHARED SERVICES, LLC AGREEMENT WAS TERMINATED. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B 1. A DRAFT OF THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE PRESENTED TO SENIOR MANAGEMENT FOR REVIEW. 2. QUESTIONS FROM SENIOR MANAGEMENT ARE ANSWERED BY FINANCE TEAM. REVISED IF NEEDED. 3. THE AUDITORS PRESENT THE REVISED DRAFT TO THE BOARD OF DIRECTORS. 4. QUESTIONS FROM THE BOARD OF DIRECTORS ARE ANSWERED AT THE MEETING. 5. IF THERE ARE NO FURTHER QUESTIONS, THE BOARD OF DIRECTORS PASSES THE RESOLUTION TO APPROVE THE DRAFTS. 6. THE RESOLUTION INSTRUCTS THE CONTROLLER TO FINALIZE THE PROCESS WITH THE INDEPENDENT AUDITORS. 7. THE DECISION OF THE BOARD IS FILED IN THE CORPORATE BOOK WITH THE MINUTES FOR THE MEETING. FORM 990, PART VI, SECTION B, LINE 12C DISCLOSURE STATEMENTS ARE COLLECTED EACH YEAR, ARE FILED AND CONSIDERED AS APPLICABLE. FORM 990, PART VI, SECTION B, LINE 15 RESOLUTION OF THE BOARD BASED ON THE REVIEW OF THE COMPENSATION PROCESSED BY COMMUNITY LABOR ADMINISTRATIVE SERVICES, INC. THE EXECUTIVE DIRECTOR IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNIG DOCUMENTS, CONFLUCT OF INTEREST POLICIES AND FINANCIAL STATEMENTS WERE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CANVAS CONSULTANTS: PROGRAM SERVICE EXPENSES 210,442. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 210,442. CONSULTANTS OTHER: PROGRAM SERVICE EXPENSES 842,811. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 842,811. FORM 990, PART XII, FINANCIAL STATEMENTS & REPORTING PLEASE BE ADVISED THE AUDIT OF THE BOOKS AND RECORDS OF THE WORKING FAMILIES ORGANIZATION, INC.'S ("WFO") HAS NOT BEEN COMPLETED. THEREFORE, CHANGES TO THE BOOKS AND RECORDS MAY BE REQUIRED, AND IF SO, THE ENCLOSED TAX RETURN MAY NEED TO BE AMENDED. WE ARE SUBMITTING THIS RETURN BASED ON INFORMATION PROVIDED BY WFO AT THE INSTRUCTION OF AN OFFICER OF WFO. COMMUNITY LABOR ADMINISTRATIVE SERVICES INC 81 PROSPECT STREET BROOKLYN NY 11201 MANAGE OPRATIONS, FINANCE, ADMINISTRATION AND HUMAN RESOURCES NY 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0