WORKMONEY INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WORKMONEY INC (EIN 85-0604101)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202523189349308892
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T13:14:07-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 SW BROADWAY STE 1400 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850604101 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WORKMONEY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WORK | BusinessNameControlTxt |
| Phone | 2622047368 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 790 N MILWAUKEE STREET STE 300 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BHUMIP PATEL | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5032047368 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY CAMPOS | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 5032421447 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WORKMONEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CARRIE JOY GRIMES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 790 N MILWAUKEE STREET STE 300 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $103,172,382 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.WORKMONEY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2020 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | WORKMONEY IS DEDICATED TO LOWERING COSTS AND RAISING INCOMES FOR ALL AMERICANS, MAKING LIFE MORE AFFORDABLE AND FAMILIES MORE ECONOMICALLY SECURE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 90 | TotalEmployeeCnt |
| Total Volunteers | 3 | TotalVolunteersCnt |
| Total Gross UBI | $41,049 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $41,096,499 | PYContributionsGrantsAmt |
| CY Contributions Grants | $102,294,918 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $41,215 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $102,549 | CYProgramServiceRevenueAmt |
| PY Investment Income | $22,896 | PYInvestmentIncomeAmt |
| CY Investment Income | $20,012 | CYInvestmentIncomeAmt |
| PY Other Revenue | $202,808 | PYOtherRevenueAmt |
| CY Other Revenue | $705,054 | CYOtherRevenueAmt |
| PY Total Revenue | $41,363,418 | PYTotalRevenueAmt |
| CY Total Revenue | $103,122,533 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $250,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,130,664 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,083,639 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,580,265 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $216,750 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $174,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $709,319 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,880,585 | PYOtherExpensesAmt |
| CY Other Expenses | $75,902,823 | CYOtherExpensesAmt |
| PY Total Expenses | $29,430,974 | PYTotalExpensesAmt |
| CY Total Expenses | $97,787,752 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,932,444 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,334,781 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $25,898,687 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,817,745 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,467,262 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,964,744 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,431,425 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $30,853,001 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WORKMONEY IS DEDICATED TO LOWERING COSTS AND RAISING INCOMES FOR ALL AMERICANS, MAKING LIFE MORE AFFORDABLE AND FAMILIES MORE ECONOMICALLY SECURE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $64,707,108 | ExpenseAmt |
| Grant | $8,130,664 | GrantAmt |
| Revenue | $61,500 | RevenueAmt |
| Desc | OUTREACH: WORKMONEY COMMUNICATED WITH MILLIONS OF 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 THEIR FINANCIAL LIVES INCLUDING INFORMATION ON TAX CREDITS, GOVERMENT PROGRAMS, AND OTHER. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $20,183,770 | ExpenseAmt |
| Revenue | $41,049 | RevenueAmt |
| Desc | 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 RESOURCES AND THEIR IMPACT ON THEIR LIVES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,251,589 | ExpenseAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $93,142,467 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 93 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 90 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAWN OUELLETTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2072454945 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 790 N MILWAUKEE STREET STE 300 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Key EmployeeKeyEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|---|
| IVY BROWN | ||||||||
| CHIEF MARKETING OFFICER (THRU 10/24) | 40.00 | Yes (X) | $346,070 | $0 | $26,526 | |||
| ANTHONY LOWER-BASC | ||||||||
| SR SOFTWARE ENGINEER (THRU 11/24) | 40.00 | $230,184 | $0 | $28,577 | Yes (X) | |||
| JANETTE FONG | ||||||||
| CHIEF DIGITAL OFFICER | 40.00 | Yes (X) | $212,344 | $0 | $32,707 | |||
| CARRIE JOY GRIMES | ||||||||
| PRESIDENT & CEO | 24.00 | $209,340 | $0 | $34,282 | Yes (X) | Yes (X) | ||
| ANJALI SAKARIA | ||||||||
| CHIEF ADVOCACY OFFICER | 40.00 | Yes (X) | $223,135 | $0 | $14,238 | |||
| KYLE SHEPHERD | ||||||||
| VP DIGITAL ENGAGEMENT | 40.00 | Yes (X) | $179,727 | $0 | $40,454 | |||
| WINSOR ALDEBORGH | ||||||||
| VP DATA & ANALYTICS | 40.00 | Yes (X) | $181,643 | $0 | $37,298 | |||
| LAUREN ROURKE | ||||||||
| VP MEMBER SERVICES | 40.00 | $173,659 | $0 | $43,363 | Yes (X) | |||
| CHERYL HARRIS | ||||||||
| VP PEOPLE OPERATIONS | 40.00 | $183,763 | $0 | $32,964 | Yes (X) | |||
| MICHAEL M ENRIQUEZ | ||||||||
| VP ORGANIZING | 40.00 | $179,737 | $0 | $30,790 | Yes (X) | |||
| TIFFANY TELEMAQUE | ||||||||
| VP COMMUNICATIONS (THRU 6/24) | 40.00 | $191,633 | $0 | $12,184 | Yes (X) | |||
| BRITTANY GROUCUTT | ||||||||
| CHIEF ADMIN OFFICER | 40.00 | Yes (X) | $175,369 | $0 | $0 | |||
| BRINA MILLIKOWSKY | ||||||||
| CHAIR & SECRETARY | 1.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| PETE DAVIES | ||||||||
| TREASURER | 1.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| NICK HANAUER | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JIM KATHMAN | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,486,604 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $333,383 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 35 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| 1 META WAY | MENLO PARK | CA | 94025 | ADVERTISING | $19,246,222 |
| GOOGLE ADS | |||||
| 1600 AMPHITHEATRE PARKWAY | MOUNTAIN VIEW | CA | 94043 | ADVERTISING | $12,474,221 |
| TRINET | |||||
| ONE PARK PLACE SUITE 600 | DUBLIN | CA | 94568 | HR & PAYROLL SERVICES | $11,700,575 |
| FORUM3 INC | |||||
| 4616 25TH AVENUE NE 356 | SEATTLE | WA | 98105 | DIGITAL CONSULTING | $9,522,050 |
| THE OUTREACH TEAM | |||||
| 407 COLLEGE AVENUE SUITE 349 | ITHACA | NY | 14850 | OUTREACH CONSULTING | $5,925,810 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 55 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $102,294,918 | AllOtherContributionsAmt |
| Total Contributions | $102,294,918 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| OUTREACH SERVICES | 900099 | $50,000 | $50,000 | |
| ADVERTISING | 541800 | $41,049 | $41,049 | |
| HONORARIUM | 900099 | $11,500 | $11,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $102,549 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,887 | TotalRevenueColumnAmt |
| Exclusion | $23,887 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $45,974 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $49,849 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$3,875 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,875 | TotalRevenueColumnAmt |
| Exclusion | -$3,875 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| REBATES | 900099 | $701,435 | $701,435 |
| MISCELLANEOUS INCOME | 900099 | $3,619 | $3,619 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $705,054 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $103,122,533 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $61,500 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $41,049 | UnrelatedBusinessRevenueAmt |
| Exclusion | $725,066 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,130,664 | TotalAmt |
| Program Services | $8,130,664 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,713,132 | TotalAmt |
| Program Services | $1,304,975 | ProgramServicesAmt |
| Management And General | $375,186 | ManagementAndGeneralAmt |
| Fundraising | $32,971 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,958,091 | TotalAmt |
| Program Services | $7,204,447 | ProgramServicesAmt |
| Management And General | $1,362,270 | ManagementAndGeneralAmt |
| Fundraising | $391,374 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,522 | TotalAmt |
| Program Services | $353,526 | ProgramServicesAmt |
| Management And General | $34,946 | ManagementAndGeneralAmt |
| Fundraising | $15,050 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,713,614 | TotalAmt |
| Program Services | $971,873 | ProgramServicesAmt |
| Management And General | $702,424 | ManagementAndGeneralAmt |
| Fundraising | $39,317 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $791,906 | TotalAmt |
| Program Services | $656,552 | ProgramServicesAmt |
| Management And General | $113,111 | ManagementAndGeneralAmt |
| Fundraising | $22,243 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,000 | TotalAmt |
| Management And General | $8,000 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,651 | TotalAmt |
| Management And General | $185,651 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $362,695 | TotalAmt |
| Management And General | $362,695 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,000 | TotalAmt |
| Fundraising | $174,000 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,867,844 | TotalAmt |
| Program Services | $23,415,384 | ProgramServicesAmt |
| Management And General | $446,880 | ManagementAndGeneralAmt |
| Fundraising | $5,580 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,345,949 | TotalAmt |
| Program Services | $42,345,799 | ProgramServicesAmt |
| Management And General | $150 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,010 | TotalAmt |
| Program Services | $33,214 | ProgramServicesAmt |
| Management And General | $15,686 | ManagementAndGeneralAmt |
| Fundraising | $1,110 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,467,861 | TotalAmt |
| Program Services | $6,302,760 | ProgramServicesAmt |
| Management And General | $163,826 | ManagementAndGeneralAmt |
| Fundraising | $1,275 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,383 | TotalAmt |
| Program Services | $219,336 | ProgramServicesAmt |
| Management And General | $68,695 | ManagementAndGeneralAmt |
| Fundraising | $19,352 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,204 | TotalAmt |
| Program Services | $141,898 | ProgramServicesAmt |
| Management And General | $83,269 | ManagementAndGeneralAmt |
| Fundraising | $7,037 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,861,018 | TotalAmt |
| Program Services | $1,861,018 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,152 | TotalAmt |
| Program Services | $16,965 | ProgramServicesAmt |
| Management And General | $13,177 | ManagementAndGeneralAmt |
| Fundraising | $10 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| PRODUCT EXPENSES | $179,512 | $179,512 |
| HOSPITALITY | $4,544 | $4,544 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,787,752 | TotalAmt |
| Program Services | $93,142,467 | ProgramServicesAmt |
| Management And General | $3,935,966 | ManagementAndGeneralAmt |
| Fundraising | $709,319 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,034,269 | BOYAmt |
| EOY | $12,612,671 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,678,623 | BOYAmt |
| EOY | $9,648,633 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,775,082 | BOYAmt |
| EOY | $5,000,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,545 | BOYAmt |
| EOY | $242,356 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,547 | BOYAmt |
| EOY | $1,313,322 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,621 | BOYAmt |
| EOY | $413,968 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,586,795 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,898,687 | BOYAmt |
| EOY | $32,817,745 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,367,262 | BOYAmt |
| EOY | $1,964,744 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,467,262 | BOYAmt |
| EOY | $1,964,744 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,001,157 | BOYAmt |
| EOY | $16,422,623 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,430,268 | BOYAmt |
| EOY | $14,430,378 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,431,425 | BOYAmt |
| EOY | $30,853,001 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,898,687 | BOYAmt |
| EOY | $32,817,745 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,334,781 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,086,795 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expended527 Activities | $3,845,681 | Expended527ActivitiesAmt |
| Total Exempt Function Expend | $3,845,681 | TotalExemptFunctionExpendAmt |
| Form1120 POL Filed | Yes (1) | Form1120POLFiledInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION COMMUNICATED WITH AMERICANS VIA SMS MESSAGING AND PHONE CALLS TO SUPPORT AND OPPOSE CANDIDATES. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| WORKMONEY MEDIA COMMON STOCK | $3,560,795 |
| WORKMONEY MEDIA PREFERRED STOCK | $26,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,586,795 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE INTERNAL REVENUE SERVICE (IRS) 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 HAS NOT RECORDED A PROVISION FOR INCOME TAXES AS ANY UNRELATED BUSINESS INCOME TAX WOULD BE IMMATERIAL. WORKMONEY, INC.'S WHOLLY OWNED SUBSIDIARY, WORKMONEY MEDIA IS A PROFIT-SEEKING CORPORATION AND IS SUBJECT TO FEDERAL AND STATE INCOME TAXES. INCOME TAXES ARE ACCOUNTED FOR USING AN ASSET AND LIABILITY APPROACH THAT REQUIRES THE RECOGNITION OF DEFERRED TAX ASSETS AND LIABILITIES FOR THE EXPECTED FUTURE TAX CONSEQUENCES OF EVENTS THAT HAVE BEEN INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. UNDER THIS METHOD, DEFERRED TAX ASSETS AND LIABILITIES ARE DETERMINED BASED ON THE DIFFERENCES BETWEEN THE CONSOLIDATED FINANCIAL STATEMENTS AND TAX BASIS OF ASSETS AND LIABILITIES USING ENACTED TAX RATES IN EFFECT FOR THE YEAR IN WHICH THE DIFFERENCES ARE EXPECTED TO REVERSE. THE EFFECT OF A CHANGE IN TAX RATES ON DEFERRED TAX ASSETS AND LIABILITIES IS RECOGNIZED IN INCOME IN THE PERIOD THAT INCLUDES THE ENACTMENT DATE. 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 UNRECOGNIZED TAX BENEFITS OF $232,090 AT DECEMBER 31, 2024, AND NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2023. THE ORGANIZATION FILES AN EXEMPT ORGANIZATION RETURN WITH THE U.S. FEDERAL AND WISCONSIN JURISDICTIONS. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| NEWMAN PARTNERS | ||||||||
| 712 35TH AVE | SEATTLE | WA | 98122 | FUNDRAISING SERVICES | 0 | $0 | $60,000 | -$60,000 |
| ABUNDANCE STRATEGIES | ||||||||
| 5009 BELT RD NW | WASHINGTON | DC | 200164234 | FUNDRAISING SERVICES | 0 | $0 | $54,000 | -$54,000 |
| BMK CONSULTING LLC | ||||||||
| 4707 CONNECTICUT AVE NW APT 602 | WASHINGTON | DC | 20008 | FUNDRAISING SERVICES | 0 | $0 | $45,000 | -$45,000 |
| BLOOM STRATEGIC CONSULTING | ||||||||
| 31275 NORTHWESTERN HWY STE 145 | FARMINGTON HILLS | MI | 48334 | FUNDRAISING SERVICES | 0 | $0 | $15,000 | -$15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $174,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$174,000 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| FORWARD ACTION FUND | |||||||||
| 114 NORTH MAIN STREET SUITE 201 | CONCORD | NH | 03302 | 831806898 | 501(C)(4) | $5,000,000 | $0 | GENERAL SUPPORT | |
| AMERICA VOTES | |||||||||
| 1155 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | 264568349 | 501(C)(4) | $1,000,000 | $0 | GENERAL SUPPORT | 600 |
| AB FOUNDATION | |||||||||
| 800 MAINE AVENUE SW SUITE 400 | WASHINGTON | DC | 20024 | 275278038 | 501(C)(4) | $850,000 | $0 | GENERAL SUPPORT | |
| VOTEVETS ACTION FUND | |||||||||
| 2201 WISCONSIN AVENUE NW SUITE 320 | WASHINGTON | DC | 20007 | 510596352 | 501(C)(4) | $750,000 | $0 | GENERAL SUPPORT | |
| THE AMERICAN INDEPENDENCE FOUNDATION | |||||||||
| 800 MAINE AVENUE SW SUITE 400 | WASHINGTON | DC | 20024 | 331137541 | 501(C)(3) | $500,000 | $0 | GENERAL SUPPORT | |
| CENTER FOR VOTER INFORMATION | |||||||||
| 1707 L STREET NW SUITE 700 | WASHINGTON | DC | 20036 | 030554750 | 501(C)(4) | $20,664 | $0 | GENERAL SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 5 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MONITORS GRANTEES' USE OF FUNDS BY REQUIRING NARRATIVE AND FINANCIAL REPORTS DETAILING ACTIVITIES SUPPORTED BY THE GRANT AND BY RETAINING THE RIGHT TO REVIEW UNDERLYING RECORDS UPON REQUEST WITH REASONABLE NOTICE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IVY BROWN | ||||||||||||||
| CHIEF MARKETING OFFICER (THRU 10/24) | $191,570 | $0 | $0 | $0 | $154,500 | $0 | $12,228 | $0 | $14,298 | $0 | $372,596 | $0 | $0 | $0 |
| ANTHONY LOWER-BASC | ||||||||||||||
| SR SOFTWARE ENGINEER (THRU 11/24) | $171,685 | $0 | $0 | $0 | $58,499 | $0 | $23,345 | $0 | $5,232 | $0 | $258,761 | $0 | $0 | $0 |
| JANETTE FONG | ||||||||||||||
| CHIEF DIGITAL OFFICER | $212,344 | $0 | $0 | $0 | $0 | $0 | $12,917 | $0 | $19,790 | $0 | $245,051 | $0 | $0 | $0 |
| CARRIE JOY GRIMES | ||||||||||||||
| PRESIDENT & CEO | $209,340 | $0 | $0 | $0 | $0 | $0 | $13,112 | $0 | $21,170 | $0 | $243,622 | $0 | $0 | $0 |
| ANJALI SAKARIA | ||||||||||||||
| CHIEF ADVOCACY OFFICER | $223,135 | $0 | $0 | $0 | $0 | $0 | $14,238 | $0 | $0 | $0 | $237,373 | $0 | $0 | $0 |
| KYLE SHEPHERD | ||||||||||||||
| VP DIGITAL ENGAGEMENT | $179,727 | $0 | $0 | $0 | $0 | $0 | $17,564 | $0 | $22,890 | $0 | $220,181 | $0 | $0 | $0 |
| WINSOR ALDEBORGH | ||||||||||||||
| VP DATA & ANALYTICS | $181,643 | $0 | $0 | $0 | $0 | $0 | $19,469 | $0 | $17,829 | $0 | $218,941 | $0 | $0 | $0 |
| LAUREN ROURKE | ||||||||||||||
| VP MEMBER SERVICES | $173,659 | $0 | $0 | $0 | $0 | $0 | $19,763 | $0 | $23,600 | $0 | $217,022 | $0 | $0 | $0 |
| CHERYL HARRIS | ||||||||||||||
| VP PEOPLE OPERATIONS | $183,763 | $0 | $0 | $0 | $0 | $0 | $11,354 | $0 | $21,610 | $0 | $216,727 | $0 | $0 | $0 |
| MICHAEL M ENRIQUEZ | ||||||||||||||
| VP ORGANIZING | $179,737 | $0 | $0 | $0 | $0 | $0 | $23,000 | $0 | $7,790 | $0 | $210,527 | $0 | $0 | $0 |
| TIFFANY TELEMAQUE | ||||||||||||||
| VP COMMUNICATIONS (THRU 6/24) | $83,483 | $0 | $0 | $0 | $108,150 | $0 | $0 | $0 | $12,184 | $0 | $203,817 | $0 | $0 | $0 |
| BRITTANY GROUCUTT | ||||||||||||||
| CHIEF ADMIN OFFICER | $175,369 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $175,369 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. IN 2024, THE BOARD OF DIRECTORS OF WORKMONEY, INC. APPROVED A COST OF LIVING ADJUSTMENT TO THE SALARY OF THE CHIEF EXECUTIVE OFFICER VIA AN E-VOTE ON FEBRUARY 19, 2024. PURSUANT TO WORKMONEY'S CONFLICT OF INTEREST POLICY, CARRIE JOY GRIMES DID NOT CONSENT TO THIS RESOLUTION. |
| PART I, LINE 4A | IVY BROWN, CHIEF MARKETING OFFICER, RECEIVED A SEVERANCE PAYMENT OF $154,500 DURING THE YEAR. ANTHONY LOWER-BASC, SENIOR SOFTWARE ENGINEER, RECEIVED A SEVERANCE PAYMENT OF $58,499 DURING THE YEAR. TIFFANY TELEMAQUE, VP COMMUNICATIONS, RECEIVED A SEVERANCE PAYMENT OF $108,150 DURING THE YEAR. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, REVIEWED BY THE CONTROLLER, CFO, AND REVIEWED 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. IN 2024, THE BOARD OF DIRECTORS OF WORKMONEY, INC. APPROVED A COST OF LIVING ADJUSTMENT TO THE SALARY OF THE CHIEF EXECUTIVE OFFICER VIA AN E-VOTE ON SEPTEMBER 20, 2024. 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 | BENEFITS PAID TO MEMBERS: PROGRAM SERVICE EXPENSES 9,088. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,088. STRATEGY SERVICES: PROGRAM SERVICE EXPENSES 14,365,266. MANAGEMENT AND GENERAL EXPENSES 274,266. FUNDRAISING EXPENSES 3,425. TOTAL EXPENSES 14,642,957. OUTREACH SERVICES: PROGRAM SERVICE EXPENSES 6,361,193. MANAGEMENT AND GENERAL EXPENSES 121,450. FUNDRAISING EXPENSES 1,516. TOTAL EXPENSES 6,484,159. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,679,837. MANAGEMENT AND GENERAL EXPENSES 51,164. FUNDRAISING EXPENSES 639. TOTAL EXPENSES 2,731,640. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WORKMONEY MEDIA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 PENNSYLVANIA AVE STE 105 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 993592993 | EIN |
| Primary Activities | FINANCIAL LITERACY EDUCATION THROUGH MEDIA. | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WORKMONEY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | -$711,714 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $2,942,927 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WORKMONEY MEDIA | ||
| B | $3,560,795 | COST |
| WORKMONEY MEDIA | ||
| O | $92,024 | COST |
| WORKMONEY MEDIA | ||
| Q | $134,081 | COST |
Comments