2025-11-14T13:14:07-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2024-01-01 850604101 WORKMONEY INC WORK 2622047368 790 N MILWAUKEE STREET STE 300 MILWAUKEE WI 53202 BHUMIP PATEL CFO 5032047368 2025-11-13 1 1 WENDY CAMPOS P00448102 5032421447 2025-11-13 2024 2025-03-06 01:10:19Z WORKMONEY CARRIE JOY GRIMES 790 N MILWAUKEE STREET STE 300 MILWAUKEE WI 53202 103172382 0 X WWW.WORKMONEY.ORG X 2020 WI WORKMONEY IS DEDICATED TO LOWERING COSTS AND RAISING INCOMES FOR ALL AMERICANS, MAKING LIFE MORE AFFORDABLE AND FAMILIES MORE ECONOMICALLY SECURE. 5 4 90 3 41049 0 41096499 102294918 41215 102549 22896 20012 202808 705054 41363418 103122533 250000 8130664 0 0 9083639 13580265 216750 174000 709319 19880585 75902823 29430974 97787752 11932444 5334781 25898687 32817745 1467262 1964744 24431425 30853001 WORKMONEY IS DEDICATED TO LOWERING COSTS AND RAISING INCOMES FOR ALL AMERICANS, MAKING LIFE MORE AFFORDABLE AND FAMILIES MORE ECONOMICALLY SECURE. 0 0 64707108 8130664 61500 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. 20183770 41049 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. 8251589 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. 93142467 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 93 0 1 90 1 1 1 0 0 0 1 1 0 0 0 X 5 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA FL GA HI IL KS KY MA MD MI MN MO MS NC NH NJ NM NY OR PA RI SC TN VA WA WI WV X DAWN OUELLETTE 2072454945 790 N MILWAUKEE STREET STE 300 MILWAUKEE WI 53202 IVY BROWN CHIEF MARKETING OFFICER (THRU 10/24) 40.00 X 346070 0 26526 ANTHONY LOWER-BASC SR SOFTWARE ENGINEER (THRU 11/24) 40.00 X 230184 0 28577 JANETTE FONG CHIEF DIGITAL OFFICER 40.00 X 212344 0 32707 CARRIE JOY GRIMES PRESIDENT & CEO 24.00 X X 209340 0 34282 ANJALI SAKARIA CHIEF ADVOCACY OFFICER 40.00 X 223135 0 14238 KYLE SHEPHERD VP DIGITAL ENGAGEMENT 40.00 X 179727 0 40454 WINSOR ALDEBORGH VP DATA & ANALYTICS 40.00 X 181643 0 37298 LAUREN ROURKE VP MEMBER SERVICES 40.00 X 173659 0 43363 CHERYL HARRIS VP PEOPLE OPERATIONS 40.00 X 183763 0 32964 MICHAEL M ENRIQUEZ VP ORGANIZING 40.00 X 179737 0 30790 TIFFANY TELEMAQUE VP COMMUNICATIONS (THRU 6/24) 40.00 X 191633 0 12184 BRITTANY GROUCUTT CHIEF ADMIN OFFICER 40.00 X 175369 0 0 BRINA MILLIKOWSKY CHAIR & SECRETARY 1.00 X X 0 0 0 PETE DAVIES TREASURER 1.00 X X 0 0 0 NICK HANAUER DIRECTOR 1.00 X 0 0 0 JIM KATHMAN DIRECTOR 1.00 X 0 0 0 2486604 0 333383 35 0 1 0 FACEBOOK 1 META WAY MENLO PARK CA 94025 ADVERTISING 19246222 GOOGLE ADS 1600 AMPHITHEATRE PARKWAY MOUNTAIN VIEW CA 94043 ADVERTISING 12474221 TRINET ONE PARK PLACE SUITE 600 DUBLIN CA 94568 HR & PAYROLL SERVICES 11700575 FORUM3 INC 4616 25TH AVENUE NE 356 SEATTLE WA 98105 DIGITAL CONSULTING 9522050 THE OUTREACH TEAM 407 COLLEGE AVENUE SUITE 349 ITHACA NY 14850 OUTREACH CONSULTING 5925810 55 102294918 102294918 OUTREACH SERVICES 900099 50000 50000 ADVERTISING 541800 41049 41049 HONORARIUM 900099 11500 11500 102549 23887 23887 45974 49849 -3875 -3875 -3875 REBATES 900099 701435 701435 MISCELLANEOUS INCOME 900099 3619 3619 705054 103122533 61500 41049 725066 X 8130664 8130664 1713132 1304975 375186 32971 8958091 7204447 1362270 391374 403522 353526 34946 15050 1713614 971873 702424 39317 791906 656552 113111 22243 8000 8000 185651 185651 362695 362695 174000 174000 23867844 23415384 446880 5580 42345949 42345799 150 50010 33214 15686 1110 6467861 6302760 163826 1275 307383 219336 68695 19352 232204 141898 83269 7037 1861018 1861018 30152 16965 13177 10 PRODUCT EXPENSES 179512 179512 HOSPITALITY 4544 4544 97787752 93142467 3935966 709319 6034269 12612671 9678623 9648633 9775082 5000000 70545 242356 239547 1313322 100621 413968 0 3586795 25898687 32817745 1367262 1964744 100000 0 1467262 1964744 X 10001157 16422623 14430268 14430378 24431425 30853001 25898687 32817745 5334781 1086795 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3845681 3845681 1 PART I-A, LINE 1: THE ORGANIZATION COMMUNICATED WITH AMERICANS VIA SMS MESSAGING AND PHONE CALLS TO SUPPORT AND OPPOSE CANDIDATES. 0 WORKMONEY MEDIA COMMON STOCK 3560795 WORKMONEY MEDIA PREFERRED STOCK 26000 3586795 X PART X, LINE 2: 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. X X X X 1 NEWMAN PARTNERS 712 35TH AVE SEATTLE WA 98122 FUNDRAISING SERVICES 0 0 60000 -60000 ABUNDANCE STRATEGIES 5009 BELT RD NW WASHINGTON DC 200164234 FUNDRAISING SERVICES 0 0 54000 -54000 BMK CONSULTING LLC 4707 CONNECTICUT AVE NW APT 602 WASHINGTON DC 20008 FUNDRAISING SERVICES 0 0 45000 -45000 BLOOM STRATEGIC CONSULTING 31275 NORTHWESTERN HWY STE 145 FARMINGTON HILLS MI 48334 FUNDRAISING SERVICES 0 0 15000 -15000 174000 -174000 AK AL AR CA CO CT DC FL GA HI IA IL KS KY LA MA MD ME MI MN MO MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN VA WA WI WV 1 FORWARD ACTION FUND 114 NORTH MAIN STREET SUITE 201 CONCORD NH 03302 831806898 501(C)(4) 5000000 0 GENERAL SUPPORT AMERICA VOTES 1155 CONNECTICUT AVENUE NW SUITE 600 WASHINGTON DC 20036 264568349 501(C)(4) 1000000 0 GENERAL SUPPORT AB FOUNDATION 800 MAINE AVENUE SW SUITE 400 WASHINGTON DC 20024 275278038 501(C)(4) 850000 0 GENERAL SUPPORT VOTEVETS ACTION FUND 2201 WISCONSIN AVENUE NW SUITE 320 WASHINGTON DC 20007 510596352 501(C)(4) 750000 0 GENERAL SUPPORT THE AMERICAN INDEPENDENCE FOUNDATION 800 MAINE AVENUE SW SUITE 400 WASHINGTON DC 20024 331137541 501(C)(3) 500000 0 GENERAL SUPPORT CENTER FOR VOTER INFORMATION 1707 L STREET NW SUITE 700 WASHINGTON DC 20036 030554750 501(C)(4) 20664 0 GENERAL SUPPORT 1 5 PART I, LINE 2: 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. X X X X 1 0 0 0 0 0 0 0 0 IVY BROWN CHIEF MARKETING OFFICER (THRU 10/24) 191570 0 0 0 154500 0 12228 0 14298 0 372596 0 0 0 ANTHONY LOWER-BASC SR SOFTWARE ENGINEER (THRU 11/24) 171685 0 0 0 58499 0 23345 0 5232 0 258761 0 0 0 JANETTE FONG CHIEF DIGITAL OFFICER 212344 0 0 0 0 0 12917 0 19790 0 245051 0 0 0 CARRIE JOY GRIMES PRESIDENT & CEO 209340 0 0 0 0 0 13112 0 21170 0 243622 0 0 0 ANJALI SAKARIA CHIEF ADVOCACY OFFICER 223135 0 0 0 0 0 14238 0 0 0 237373 0 0 0 KYLE SHEPHERD VP DIGITAL ENGAGEMENT 179727 0 0 0 0 0 17564 0 22890 0 220181 0 0 0 WINSOR ALDEBORGH VP DATA & ANALYTICS 181643 0 0 0 0 0 19469 0 17829 0 218941 0 0 0 LAUREN ROURKE VP MEMBER SERVICES 173659 0 0 0 0 0 19763 0 23600 0 217022 0 0 0 CHERYL HARRIS VP PEOPLE OPERATIONS 183763 0 0 0 0 0 11354 0 21610 0 216727 0 0 0 MICHAEL M ENRIQUEZ VP ORGANIZING 179737 0 0 0 0 0 23000 0 7790 0 210527 0 0 0 TIFFANY TELEMAQUE VP COMMUNICATIONS (THRU 6/24) 83483 0 0 0 108150 0 0 0 12184 0 203817 0 0 0 BRITTANY GROUCUTT CHIEF ADMIN OFFICER 175369 0 0 0 0 0 0 0 0 0 175369 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. 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. 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. WORKMONEY MEDIA 1401 PENNSYLVANIA AVE STE 105 WILMINGTON DE 19806 993592993 FINANCIAL LITERACY EDUCATION THROUGH MEDIA. DE WORKMONEY INC C -711714 2942927 1.00000 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 WORKMONEY MEDIA B 3560795 COST WORKMONEY MEDIA O 92024 COST WORKMONEY MEDIA Q 134081 COST