2019-11-15T14:51:59-06:00 2018-12-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2018-01-01 204994004 WORKING FAMILIES ORGANIZATION INC WORK 7182223796 81 PROSPECT STREET BROOKLYN NY 11201 MIKE BOLAND TREASURER 7182223796 2019-11-15 1 JAMES J REILLY P00183769 2126617777 184.74.172.82 2019-11-15 11:05:44 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6E7FF41942A7D409D7C8B9B6D6B155D83F18E4E4 2018 2020-04-17 16:48:07Z X MIKE BOLAND 81 PROSPECT STREET BROOKLYN NY 11201 7679819 0 X WWW.WORKINGFAMILIES.ORG X 2006 NY SEEKS TO ADVANCE THE INTERESTS OF WORKING CLASS, MIDDLE CLASS AND POOR AMERICANS. 5 5 0 6 0 0 5964330 7391111 142338 87785 6279 500 21805 50423 6134752 7529819 1000301 563470 0 0 3449349 3869417 0 0 267122 1494880 1658508 5944530 6091395 190222 1438424 2783551 4526424 710117 1031710 2073434 3494714 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 5021684 563470 132163 SEE SCHEDULE O. 5021684 0 1 0 0 0 0 0 0 1 1 0 0 0 1 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 0 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 NY 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 1.00 X X 0 0 0 RUDOLPH BLAY SECRETARY 1.00 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 7391111 300000 7391111 CONTRACT SERVICES 900099 87785 87785 87785 500 500 150000 150000 0 0 6045 0 6045 6045 OTHER INCOME 900099 44378 44378 44378 7529819 132163 0 6545 X 563470 563470 3180698 2645789 337828 197081 81412 66045 9310 6057 607307 492673 69450 45184 18157 11913 6244 32983 28100 4883 673899 568184 105715 76429 76429 112084 64447 44337 3300 111603 22607 86496 2500 250511 137136 113375 212593 208642 2951 1000 55789 44798 991 10000 34364 34364 19683 4349 15334 MEALS & INCIDENTAL EXP. 24255 20261 1994 2000 VOTER FILES AND DATABAS 18000 18000 OTHER 11329 9701 1628 STAFF TRAINING & DEV. 3997 3904 93 2832 872 1960 6091395 5021684 802589 267122 1082434 2988666 608640 24551 856871 1177588 1079 0 185453 143940 75877 41513 132856 158650 161250 2783551 4526424 128575 308668 500000 391500 250000 81542 81542 710117 1031710 X 1519430 1773150 554004 1721564 2073434 3494714 2783551 4526424 1438424 -17144 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 554004 5641023 4473463 1721564 446825 3888249 3781070 554004 1193266 3516202 4262643 446825 1606614 1950050 2363398 1193266 77808 2466807 938001 1606614 1.00000 0 0 101797 73715 28082 83656 70225 13431 41513 TENANT SECURITY DEPOSITS 81542 81542 7512675 -17144 -17144 7529819 0 7529819 6091395 0 6091395 0 6091395 1 STRONG CITY BALTIMORE 3503 N CHARLES ST BALTIMORE MD 21218 520897806 501(C)(3) 50000 GRANT FOR LEADERSHIP DEVELOPMENT EVERY VOICE CENTER 1211 CONNECTICUT AVE NW SUITE 600 WASHINGTON DC DC 20036 522003442 501(C)(3) 68000 GRANT - DEMOCRACY & SUBGRANT THE ALLIANCE FOR A GREATER NEW YORK 50 BROADWAY 29TH FLOOR NEW YORK NY 10004 200559291 501(C)(3) 16670 GRANT FOR AMAZON CAMPAIGN THE ADVOCACY FUND PO BOX 29229 SAN FRANCISCO CA 94129 943153687 501(C)(4) 20000 SUB-GRANT NEW JERSEY WORKING FAMILIES ALLIANCE 1037 RAVMIND BLVDSUITE 502 NEWARK NJ 07102 300427821 501(C)(4) 121500 WAGES AND ECONOMIC JUSTICE GRANT 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 FMV 0 1 0 PART I - LINE 5 & PART V - LINE 2A THE WFO DID NOT HAVE ITS OWN EMPLOYEES IN 2018. 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. PART III - LINE 4A IN 2018, THE WORKING FAMILIES ORGANIZATION, INC.'S ("WFO") PROGRAMMATIC SERVICES INCLUDED: 1. WAGES, WEA DEMOCRACY 2. WOMEN'S ECONOMIC AGENDA 3. CORPORATE ACCOUNTABILITY 4. WAGES & ECONOMIC JUSTICE 5. DEMOCRACY THERE WERE SIX STAFF MEMBERS ON THE CLA/COLLECTIVE SHARED SERVICES, LLC PAYROLL IN 2018 WHO EARNED MORE THAN $100,000: 1. WFP NATIONAL CHAIR COMMITTEE AT $147,000. 2. DIRECTOR TRANS UNITED FUND $117,421. 3. MANAGING DIRECTOR AT $116,749 4. DIRECTOR OF HUMAN RESOURCES AND FINANCIAL PLANNING AT $111,709. 5. DIVISION DIRECTOR, STATE CAPACITY $108,072. 6. CONTROLLER AT $105,027. THE TOP FIVE STAFF MEMBERS SPENT THE FOLLOWING % OF THEIR TIME WORKING FOR WFO: 1. WFP NATIONAL CHAIR COMMITTEE 100% 2. DIRECTOR TRANS UNITED FUND 100% 3. MANAGING DIRECTOR 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, A PROFESSIONAL EMPLOYMENT ORGANIZATION ("PEO") TO PROVIDE PAYROLL AND HUMAN RESOURCE BENEFITS SUCH AS MEDICAL COVERAGE AND A DEFINED BENEFIT CONTRIBUTION 401(K) PLAN. 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. REVISE 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 68,368. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 68,368. CONSULTANTS OTHER: PROGRAM SERVICE EXPENSES 499,816. MANAGEMENT AND GENERAL EXPENSES 35,412. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 535,228. PAYROLL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 70,303. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 70,303.