2018-11-06T08:27:23-06:00 2017-12-31 221478099 COHNREZNICK LLP 1301 AVENUE OF THE AMERICAS NEW YORK NY 10019 990 2017-01-01 133500642 THE FAMILIES AND WORK INSTITUTE INC FAMI 2124652044 PO BOX 7588 HILLSBOROUGH NJ 08844 ANTHONY J KOLASA CHIEF FINANCIAL OFFICER 2124652044 2018-11-05 1 THOMAS LANNING P00851654 2122970400 2018-11-04 209.3.217.20 2018-11-05 14:05:33 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 A999648B7C0F94429496C189B46642AFC33E1A30 2017 2019-02-21 02:37:17Z ELLEN GALINSKY PO BOX 7588 HILLSBOROUGH NJ 08844 6820 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. 13 13 1 0 0 0 114234 0 847954 0 161827 587 0 6233 1124015 6820 119740 0 0 0 867332 63883 0 0 0 1313529 786420 2300601 850303 -1176586 -843483 1633489 621027 276206 107227 1357283 513800 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 1 664897 WORK LIFE PROGRAMS - FWI 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 THIS END, THE INSTITUTE CONDUCTS ITS OWN NATIONALLY REPRESENTATIVE RESEARCH STUDIES AS WELL AS STUDIES OF EMPLOYEES OF LEADING COMPANIES GLOBALLY. THE NATIONAL STUDY OF THE CHANGING WORKFORCE (NSCW): NSCW, A CORNERSTONE OF FWI'S RESEARCH, IS CONDUCTED WITH A LARGE NATIONALLY REPRESENTATIVE SAMPLE OF U.S. WORKERS. THE 2008 NSCW BUILDS ON THE 1977 QUALITY OF EMPLOYMENT SURVEY, CONDUCTED BY THE U.S. DEPARTMENT OF LABOR, AND FWI'S 1992, 1997 AND 2002 NATIONAL STUDIES OF THE CHANGING WORKFORCE, PROVIDING 30-YEAR TREND DATA. IT IS THE ONLY ONGOING STUDY OF ITS KIND OR SCALE TO PROVIDE SUCH EXTENSIVE INFORMATION ABOUT WORKERS' LIVES ON AND OFF THE JOB. REPORTS CREATED FROM THE NATIONAL STUDY INCLUDE:- TIMES ARE CHANGING GENDER AND GENERATION AT WORK AND AT HOME- THE STATE OF HEALTH IN THE AMERICAN WORKFORCE: DOES HAVING AN EFFECTIVE WORKPLACE MATTER?- THE NATIONAL STUDY OF EMPLOYERS- THE IMPACT OF THE RECESSION ON EMPLOYERS- LEADERS IN A GLOBAL ECONOMY- LEADERS IN A GLOBAL ECONOMY: FINDING THE FIT FOR TOP TALENT- LEADERS IN A GLOBAL ECONOMY: TALENT MANAGEMENT IN EUROPEAN CULTURES- SUPPORTING ENTRY LEVEL, HOURLY EMPLOYEES- THE AGING WORKFORCE- OVERWORK IN AMERICA: WHEN THE WAY WE WORK BECOMES TOO MUCH- GENERATION AND GENDER IN THE WORKPLACEWHEN WORK WORKS: A PROJECT ON WORKPLACE EFFECTIVENESS AND FLEXIBILITY: THIS NATIONWIDE INITIATIVE IS DESIGNED TO SHARE RESEARCH ON WHAT MAKES WORK "WORK" IN THE 21ST CENTURY. THE PURPOSE OF WHEN WORK WORKS IS TO HIGHLIGHT THE IMPORTANCE OF WORKFORCE EFFECTIVENESS AND WORKPLACE FLEXIBILITY AS STRATEGIES TO ENHANCE BUSINESSES' COMPETITIVE ADVANTAGE IN THE GLOBAL ECONOMY, AND TO HELP BOTH EMPLOYERS AND EMPLOYEES SUCCEED. ITS GOALS ARE TO SHARE RESEARCH FINDINGS ON WORKPLACE EFFECTIVENESS AND FLEXIBILITY; SHARE BEST PRACTICES FOR MAKING WORK "WORK" IN SMALL, MID-SIZED AND LARGE WORKPLACES; CREATE PRACTICAL RESOURCES FOR EMPLOYERS, COMMUNITY LEADERS, POLICY MAKERS AND INDIVIDUAL EMPLOYEES IN CREATING MORE EFFECTIVE, FLEXIBLE WORKPLACES; AND PROVIDE RECOGNITION TO TOP EMPLOYERS THROUGH THE ALFRED P. SLOAN AWARDS FOR BUSINESS EXCELLENCE IN WORKPLACE FLEXIBILITY. THE PROJECT HAS PRODUCED A NUMBER OF REPORTS AND MATERIALS ON EFFECTIVE AND FLEXIBLE WORKPLACES, INCLUDING: GUIDE TO BOLD NEW IDEAS FOR MAKING WORK WORK; THE ALFRED P. SLOAN AWARDS FOR BUSINESS EXCELLENCE IN WORKPLACE FLEXIBILITY; AND MAKING WORK WORK: A TOOLKIT FOR CREATING EFFECTIVE AND FLEXIBLE WORKPLACES.WORK LIFE LEGACY AWARD: FWI'S WORK LIFE LEGACY AWARD WAS CREATED IN 2004 TO HONOR THE FOUNDERS AND LEADERS OF THE WORK LIFE MOVEMENT AND TO CAPTURE THEIR STORIES AS A WAY OF DOCUMENTING THE HISTORY OF THIS SOCIAL AND ECONOMIC TRANSFORMATION AND TO INSPIRE FUTURE LEADERS.CORPORATE LEADERSHIP CIRCLE: FWI'S CORPORATE LEADERSHIP CIRCLE (CLC) IS A UNIQUE GROUP OF TOP LEVEL NATIONAL AND GLOBAL COMPANIES DEEPLY INTERESTED IN HOW TO CREATE AN ENGAGED AND PRODUCTIVE WORKFORCE AND IN RESEARCH-BASED WORKFORCE TRENDS. THE CIRCLE IS COMPOSED OF PROFESSIONALS IN AREAS OF WORK LIFE, HUMAN CAPITAL DEVELOPMENT, DIVERSITY, EMPLOYEE RELATIONS, WOMEN'S LEADERSHIP AND NETWORKS, MANAGEMENT TRAINING AND BUSINESS STRATEGY.FWI AND SOCIAL MEDIA: FWI CONTINUES TO EXPAND ITS COMMUNICATION STRATEGY TO INCLUDE SOCIAL MEDIA, WHICH INCLUDES A BLOG, TWITTER ACCOUNT AND YOUTUBE CHANNEL. 77925 CHILD, FAMILY AND COMMUNITY PROGRAMS - FWI'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. WE HAVE ALSO FOCUSED ON THE DEVELOPMENT OF BROAD SCALE COMMUNICATIONS CAMPAIGNS TO SHARE EARLY LEARNING RESEARCH WITH A WIDE RANGE OF PUBLIC AND PRIVATE SECTOR AUDIENCES.MIND IN THE MAKING: THE SCIENCE OF EARLY LEARNING: MIND IN THE MAKING, IS AN UNPRECEDENTED AND UNPARALLELED COLLABORATIVE EFFORT TO SHARE IN THE SCIENCE OF EARLY LEARNING WITH THE GENERAL PUBLIC, FAMILIES AND PROFESSIONALS WHO WORK WITH CHILDREN AND FAMILIES. OVER THE YEARS, WE HAVE FILMED RESEARCHERS "IN ACTION"- SHOWING ACTUAL EXPERIMENTS AND PRESENTING SCIENCE OF EARLY LEARNING WITH CHILDREN FROM BIRTH THROUGH EIGHT YEARS OLD IN AN ACCESSIBLE, ENGAGING AND INSPIRING WAY. WE ARE CREATING A WIDE ARRAY OF MULTIMEDIA MATERIALS THAT ARE DESIGNED TO HELP DIVERSE AUDIENCES BRIDGE THE GAP BETWEEN KNOWLEDGE AND PRACTICE.MIND OF THE MAKING: NATIONAL CAMPAIGN: THE OFFICIAL "LAUNCH" OF THIS NATIONAL INITIATIVE BEGAN DURING 2010. THE CAMPAIGN INCLUDES:- LEARNING MODULES FOR EARLY CHILDHOOD TEACHERS (IN SPANISH AND IN ENGLISH)- LEARNING MODULES FOR FAMILIES, AND A SERIES OF FAMILY VIDEOS- A DVD OF IMPORTANT EXPERIMENTS IN CHILD DEVELOPMENT RESEARCH - FROM CLASSICS TO CUTTING EDGE- TIP SHEETS FOR FAMILIES- COMMUNITY MOBILIZATION EFFORTS- MONTHLY CONFERENCE CALLS FOR NATIONAL AND COMMUNITY PARTNERS TO DISCUSS PLANS FOR THE CAMPAIGN- A CONGRESSIONAL LAUNCH EVENT - THIS WAS A BIPARTISAN EVENT HOSTED BY MEMBERS OF CONGRESS WITH HIGHLIGHTS AVAILABLE TO THE GENERAL PUBLIC VIA WEBCLIPS AND/OR PODCASTS; AND- A NATIONAL PRESS CLUB MEDIA EVENT AND SATELLITE MEDIA TOUR WAS HELD TO ANNOUNCE MIND IN THE MAKING.MIND IN THE MAKING: THE SEVEN ESSENTIAL SKILLS EVERY CHILD NEEDS: THIS BOOK BY ELLEN GALINSKY, PRESIDENT OF FWI, TRANSLATES THE RESEARCH AND SCIENCE OF HOW BABIES BRAINS WORK AND HOW LEARNING HAPPENS IN LAY TERMS. SHE IDENTIFIES THE SKILLS CHILDREN NEED TO STAY MOTIVATED, ENGAGED IN LEARNING AND SEE THEMSELVES AS ONGOING, LIFE-LONG LEARNERS.LEARNING MODULES OF EARLY CHILDHOOD TEACHERS: THE LEARNING MODULES ARE 12-PART AND FACILITATES LEARNING PROCESS THAT BRIDGES THE GAP BETWEEN RESEARCH AND PRACTICE FOR TEACHERS IN CENTER AND HOME-BASED EARLY CHILDHOOD SETTINGS FOR CHILDREN FROM BIRTH THROUGH SCHOOL-ENTRY. THEY HAVE BEEN ENTHUSIASTICALLY RECEIVED BY THE EARLY CHILDHOOD FIELD, AND HAVE BEEN IMPLEMENTED IN MANY STATES.FAMILY CAREGIVERS OF THE ELDERLY: THE PURPOSE OF THIS PROJECT IS TO INVESTIGATE THE IMPACT OF THE WORK AND THE MEDICAL/CAREGIVING ENVIRONMENTS ON THE FAMILY CAREGIVER'S EXPERIENCES AT WORK, IN MEDICAL SETTINGS, IN THEIR COMMUNITIES AND AT HOME.FOR ADDITIONAL INFORMATION AND FWI REPORTS, PLEASE VISIT THE INSTITUTE'S RESEARCH AND PUBLICATIONS SECTION AND THE PAST PROJECTS PAGE OF OUR WEBSITE AT: WWW.FAMILIESANDWORK.ORG OUTREACH PROGRAMS - FWI 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, PARENTS AND OTHERS."FWI SPEAKS" PRESENTATIONS HELP DECISION MAKERS IMPROVE THE QUALITY OF FAMILY, WORK AND COMMUNITY LIFE BY PROVIDING THEM WITH DATA-BASED SOLUTIONS TO EVERYDAY ISSUES THAT EFFECT PEOPLE IN ALL WALKS OF LIFE. OUR PRESENTATIONS ENGAGE, CAUSE REFLECTION AND OFTEN INSPIRE ORGANIZATIONAL CHANGE."FWI SPEAKS" PRESENTATIONS ARE FLEXIBLE, INFORMATIVE AND RELEVANT. PRESENTATIONS ARE CUSTOMIZED TO MEET THE NEEDS OF YOUR AUDIENCE AND ARE PACKED WITH FWI RESEARCH, OFFERING PRACTICAL STRATEGIES FOR SUCCESSFULLY NAVIGATING FAMILY, WORK AND COMMUNITY LIFE. FWI HAS HAD GREAT SUCCESS IN REACHING OUT TO A WIDE RANGE OF AUDIENCES SHARING ITS RESEARCH AND INSPIRING ORGANIZATIONAL CHANGE BASED ON THAT RESEARCH. 742822 1 0 0 0 0 0 0 0 0 0 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 0 0 0 0 0 0 0 0 0 0 1 11 0 1 1 1 0 0 0 0 0 0 0 0 0 0 X 13 13 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 X CHRISTINE A MORENA BOARD MEMBER 1.00 X 0 0 0 DEBORAH DAGIT BOARD MEMBER 1.00 X 0 0 0 ELLEN EAST BOARD MEMBER 1.00 X 0 0 0 ELLEN GALINSKY PRESIDENT AND BOARD MEMBER 12.00 X X 0 0 0 ELLEN R MARRAM BOARD MEMBER 1.00 X 0 0 0 FRANCILLE FIREBAUGH PHD 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 PETER FASOLO BOARD MEMBER 1.00 X 0 0 0 STEPHANIE B MUDICK BOARD MEMBER 1.00 X 0 0 0 ANTHONY KOLASA CFO, TREASURER AND SECRETA 8.00 X 0 0 0 0 0 0 0 0 0 0 0 587 587 MISCELLANEOUS 900099 6233 6233 6233 6820 0 0 6820 X 56638 56638 139 139 7106 7106 28815 850 27965 636492 586573 49919 8543 1031 7512 7937 7937 5825 5825 18780 18645 135 2441 2441 1330 1330 5628 5628 RETURN OF UNUSED GRANT 61056 61056 FILLING FEES 5321 5321 OTHER EXPENSES 2519 2519 DUES & SUBSCRIPTIONS 1733 1188 545 850303 742822 107481 0 125770 1321976 616862 95000 17983 9320 4162 3 3 63437 0 1633489 621027 125027 40400 63437 87742 66827 276206 107227 X 359223 227844 998060 285956 1357283 513800 1633489 621027 -843483 0 X 0 0 0 X 662053 1020611 674128 114234 0 2471026 662053 1020611 674128 114234 2471026 849742 1621284 5155 3547 851 515 587 10655 103230 107880 74880 6233 292223 2773904 6315996 0.58450 0.56730 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING REVENUE - 2013 AMOUNT: $ 103,230. 2014 AMOUNT: $ 107,880. 2015 AMOUNT: $ 74,880. OTHER - 2017 AMOUNT: $ 6,233. 0 DEFERRED RENT 66827 66827 FORM 990, PART III, LINE 3 THE ORGANIZATION IS IN THE PROCESS OF WINDING DOWN ITS ACTIVITY. 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 294,685. MANAGEMENT AND GENERAL EXPENSES 44,683. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 339,368. SUB-CONTRACTOR FEES: PROGRAM SERVICE EXPENSES 291,888. MANAGEMENT AND GENERAL EXPENSES 5,236. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 297,124.