UFW FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UFW FOUNDATION (EIN 95-2703575)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201343189349308604
- Schema version
- 2012v2.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T16:06:33-08:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MENDEZ PETTY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 EASTON DRIVE SUITE 139-A | AddressLine1 |
| City | BAKERSFIELD | City |
| State | CA | State |
| ZIP Code | 93309 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952703575 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UFW Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UFWF | NameControl |
| Phone | 3232642700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29700 Woodford Tehachapi Rd | AddressLine1 |
| City | Keene | City |
| State | CA | State |
| ZIP Code | 93531 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Arturo S Rodriguez | Name |
| Title | President | Title |
| Date Signed | 2013-11-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Nathan J Petty CPA | Name |
| PTIN | P00180009 | PTIN |
| Phone | 6618647880 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1273765 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.ufwfoundation.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1971 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | To open the doors of opportunity to working people and their communities. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 5 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 3 | NbrIndependentVotingMembers |
| Total Nbr Employees | 44 | TotalNbrEmployees |
| Total Nbr Volunteers | 109 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 569810 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 996542 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 82085 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 266587 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2952 | InvestmentIncomePriorYear |
| Investment Income Current Year | 9169 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 16627 | OtherRevenuePriorYear |
| Other Revenue Current Year | -8224 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 671474 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1264074 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 427305 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 676023 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 21312 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 397434 | OtherExpensePriorYear |
| Other Expenses Current Year | 413147 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 824739 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1089170 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -153265 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 174904 | RevenuesLessExpensesCY |
| Total Assets BOY | 242970 | TotalAssetsBOY |
| Total Assets EOY | 466912 | TotalAssetsEOY |
| Total Liabilities BOY | 52535 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 101573 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 190435 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 365339 | NetAssetsOrFundBalancesEOY |
| Mission Description | To open the doors of opportunity to working people and their communities. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 762567 | Expense |
| Description | MEMBER SERVICESThe UFW Foundation educates immigrants about their rights and responsibilities, and helps them access the immigration benefits that may be available to them and/or their family members. In 2012, the organizations Board of Immigration Appeals (BIA) accredited staff provided over 1,200 immigration legal consultations at a nominal cost for farm workers and other low-income immigrants who reside in Californias San Joaquin Valley and Central Coast and in the Phoenix metro area.In June 2012, Deferred Action for Childhood Arrivals (DACA) administrative relief was announced by the Obama Administration. As a result, the UFW Foundation hosted town hall meetings, informational sessions, and application workshops, to inform the community about the eligibility requirements for DACA and to assist with the application process. In addition, over 100 informational sessions on DACA were held in California, Arizona, and Oregon. Some of the cities in in which these events happened include Fresno, Bakersfield, Shafter, Wasco, Delano, Lost Hills, Arvin, Lamont, Greenfield, Salinas, Hollister, Oxnard, Santa Rosa, Phoenix, and Hermiston. Over 5,000 people attended these events. The organization also assisted hundreds of applicants with their DACA applications.The organization also provided hundreds of low-income individuals with tax preparation assistance which helped many families attain the Earned Income Tax Credit. Additionally, 2,542 community members were provided assistance with determining eligibility for safety net programs such as CalFresh (food stamps), Medi-Cal, Healthy Families, CalWORKs, unemployment and social security. As a result, part of our outreach strategy includes providing the community with educational materials about the CalFresh program and enrollment process. The UFW Foundations outreach related to these important safety net programs reached 10,174 people. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 153544 | Expense |
| Description | CIVIC PARTICIPATIONThe UFW Foundation engaged in conversations with the United States Department of Agriculture, Department of Labor, and the White House regarding the impact of current federal policies on farm workers. On March 26, 2012, Secretary of Labor, Hilda L. Solis, hosted the Induction of the Pioneers of the Farm Worker Movement into the Labor Hall of Honor and named the DOLs Auditorium after Cesar E. Chavez. The organization took farm workers to Washington D.C. for this special event. Additionally, the UFW Foundation coordinated a meeting in Washington D.C. with various farm worker organization leaders from throughout the country to discuss immigration reform for farm workers. Prior to the Supreme Courts decision on Arizonas anti-immigrant law SB1070, the UFW Foundation engaged community members in SB1070 protests and vigils in California and Arizona. The organization held community forums to inform individuals about the Supreme Courts decision and how it may impact them as immigrants. The UFW Foundation held 11 immigration townhalls from July through August 2012. The townhalls covered information about SB1070, DACA, and citizenship. Throughout the year, the organization engaged DACA youth and other immigrants to tell their stories through social media and to educate decision-makers about the contribution that immigrants make in the United States. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 66614 | Expense |
| Description | POLICY & RESEARCHIn 2011 and 2012, the UFW Foundation led a project involving a Consortium of ten non-profit organizations from throughout the nation to plan the infrastructure for the implementation of future farm worker immigration reform. A key part of the planning process involved developing a California Preparedness Plan that allowed the Consortium to pilot some of its recommendations to prepare to go to full implementation and greater scale. The Consortium made recommendations of replicable models and systems that can be developed and expanded to reach the largest number of farm workers as quickly as possible, once legislation is enacted. These models for farm workers can then be adapted, replicated and generally useful for the broader immigrant community impacted by other immigration reform proposals that Congress will consider in the future. In addition, the UFW Foundation made written and verbal recommendations to the United States Citizenship and Immigration Services (USCIS) during the Deferred Action for Childhood Arrivals regulatory period and post-application announcement. The organization also provided valuable information to USCIS about the challenges and potential barriers that farm workers could face in trying to apply for DACA. ADVOCACY/LOBBYINGThe organization is involved in advocacy at the state and federal level to improve policies that impact farm workers and other low-income Latinos. In California, the UFW Foundation worked with other immigrant rights organizations to support the Trust Act, a bill that sets a minimum standard across the state to limit immigration hold requests in local jails. Similarly, the UFW Foundation was engaged in advocating for AB 2346, the Farm Worker Safety Act, which would allow California farm workers themselves to enforce mandatory shade and drinking water requirements by taking delinquent employers to court and holds growers, in addition to farm labor contractors, responsible for the safety of persons who work their fields. Hundreds of farm workers were trained to speak about their experiences related to heat stress. Although the bill did not pass, it helped educate the public and decision-makers about the need to protect farm workers from heat death. At the federal level, the UFW Foundation continued to be involved in advocacy to reform our immigration laws. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 982725 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | true | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 21 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 44 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 5 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 3 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | false | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Linda Rockstad | NamePerson |
| Telephone Number | 6618236111 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29700 Woodford Tehachapi Rd | AddressLine1 |
| City | Keene | City |
| State | CA | State |
| ZIP Code | 93531 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (6 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|---|
| Gina Montoya | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Ramon Ramirez | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Guadalupe Martinez | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Tanis Ybarra | ||||||||
| Sec/Trea | 1.00 | 0.00 | 0 | 0 | 0 | X | ||
| Arturo S Rodriguez | ||||||||
| President | 1.00 | 40.00 | 0 | 77657 | 1060 | X | ||
| Diana Tellefson Torres | ||||||||
| Executive Director | 40.00 | 0.00 | 52000 | 0 | 416 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 52000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 77657 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1476 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 18426 | FundraisingEvents |
| All Other Contributions | 978116 | AllOtherContributions |
| Total Contributions | 996542 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| PROGRAM SERVICE FEES | 236117 | 236117 |
| MEMBERSHIP DUES | 30470 | 30470 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 266587 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9169 | TotalRevenueColumn |
| Exclusion | $9,169 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrbtns Rprtd Fundraising Events | 18426 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 9691 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -9691 | TotalRevenueColumn |
| Exclusion | -$9,691 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous | Description |
| Total Revenue Column | 1467 | TotalRevenueColumn |
| Exclusion | $1,467 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1467 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1264074 | TotalRevenueColumn |
| Related Or Exempt Function Income | 266587 | RelatedOrExemptFunctionIncome |
| Exclusion | $945 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52000 | Total |
| Program Services | 36368 | ProgramServices |
| Management And General | 6354 | ManagementAndGeneral |
| Fundraising | 9278 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 476703 | Total |
| Program Services | 475406 | ProgramServices |
| Management And General | 1184 | ManagementAndGeneral |
| Fundraising | 113 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97779 | Total |
| Program Services | 94618 | ProgramServices |
| Management And General | 1504 | ManagementAndGeneral |
| Fundraising | 1657 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49541 | Total |
| Program Services | 47980 | ProgramServices |
| Management And General | 758 | ManagementAndGeneral |
| Fundraising | 803 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34763 | Total |
| Management And General | 34272 | ManagementAndGeneral |
| Fundraising | 491 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121303 | Total |
| Program Services | 91348 | ProgramServices |
| Management And General | 28155 | ManagementAndGeneral |
| Fundraising | 1800 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40254 | Total |
| Program Services | 36032 | ProgramServices |
| Management And General | 1326 | ManagementAndGeneral |
| Fundraising | 2896 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51826 | Total |
| Program Services | 49569 | ProgramServices |
| Management And General | 943 | ManagementAndGeneral |
| Fundraising | 1314 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37383 | Total |
| Program Services | 35260 | ProgramServices |
| Management And General | 1784 | ManagementAndGeneral |
| Fundraising | 339 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9408 | Total |
| Program Services | 8214 | ProgramServices |
| Management And General | 1193 | ManagementAndGeneral |
| Fundraising | 1 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1099 | Total |
| Program Services | 1099 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8913 | Total |
| Program Services | 8761 | ProgramServices |
| Management And General | 45 | ManagementAndGeneral |
| Fundraising | 107 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FEES | 15526 | 7958 | 5478 | 2090 |
| TELEPHONE | 20677 | 20316 | 186 | 175 |
| EQUIPMENT | 30346 | 29274 | 1061 | 11 |
| Scholarships | 32715 | 32715 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8934 | Total |
| Program Services | 7807 | ProgramServices |
| Management And General | 890 | ManagementAndGeneral |
| Fundraising | 237 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1089170 | Total |
| Program Services | 982725 | ProgramServices |
| Management And General | 85133 | ManagementAndGeneral |
| Fundraising | 21312 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94934 | BOY |
| EOY | 317258 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14566 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1709 | BOY |
| EOY | 2572 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 7718 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 8105 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6295 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2909 | BOY |
| EOY | 1810 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127341 | BOY |
| EOY | 133759 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1511 | BOY |
| EOY | 3795 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 242970 | BOY |
| EOY | 466912 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52535 | BOY |
| EOY | 101573 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52535 | BOY |
| EOY | 101573 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -34112 | BOY |
| EOY | -27836 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 224547 | BOY |
| EOY | 393175 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 190435 | BOY |
| EOY | 365339 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 242970 | BOY |
| EOY | 466912 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 174904 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | false | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 246762 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 322083 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 686164 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 530945 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1025686 | CurrentTaxYear |
| Total | 2811640 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 246762 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 322083 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 686164 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 530945 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1025686 | CurrentTaxYear |
| Total | 2811640 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2811640 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6714 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 19983 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3398 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4539 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4209 | CurrentTaxYear |
| Total | 38843 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -11368 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 216935 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 100348 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26042 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22427 | CurrentTaxYear |
| Total | 354384 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 3204867 | TotalSupport |
| Public Support Pertcentage170 | 0.87730 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.87160 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed4955 Tax | false | Form4720Filed4955Tax |
| Correction Made | false | CorrectionMade |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 7158 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 7158 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 7158 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1432 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 358 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 5726 | FilingOrganizationsTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720Filed |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 113442 | CurrentYearMinus3 |
| Current Year Minus2 | 140271 | CurrentYearMinus2 |
| Current Year Minus1 | 150009 | CurrentYearMinus1 |
| Current Year | 1432 | CurrentYear |
| Total | 405154 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $607,731 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 54850 | CurrentYearMinus3 |
| Current Year Minus2 | 45123 | CurrentYearMinus2 |
| Current Year Minus1 | 20986 | CurrentYearMinus1 |
| Current Year | 7158 | CurrentYear |
| Total | 128117 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 28361 | CurrentYearMinus3 |
| Current Year Minus2 | 35068 | CurrentYearMinus2 |
| Current Year Minus1 | 37502 | CurrentYearMinus1 |
| Current Year | 358 | CurrentYear |
| Total | 101289 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $151,934 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 13524 | CurrentYearMinus3 |
| Current Year Minus2 | 20052 | CurrentYearMinus2 |
| Current Year Minus1 | 3498 | CurrentYearMinus1 |
| Total | 37074 | Total |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8105 | OtherCostOrOtherBasis |
| Depreciation | 6295 | Depreciation |
| Book Value | 1810 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1810 | TotalOfBookValueLandBuildings |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CONCERTS | NameOfEvent1 |
| Gross Receipts Event1 | 17100 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 17100 | CharitableContributionsEvent1 |
| Food And Beverage Event1 | 5332 | FoodAndBeverageEvent1 |
| Gross Receipts Total | 17100 | GrossReceiptsTotal |
| Charitable Contributions Total | 17100 | CharitableContributionsTotal |
| Food And Beverage Total Events | 5332 | FoodAndBeverageTotalEvents |
| Direct Expense Summary Events | 5332 | DirectExpenseSummaryEvents |
| Net Income Summary | -5332 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | All documents required to be disclosed is done so upon request. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | The human resource department has a routine employee evaluation process it uses for job performance and salary considerations that also includes the monitoring of conflict of interest issues. |
| Form 990, Part VI, Line 11b | Form 990, Part VI, Line 11b: Form 990 Review Process | A copy of the form 990 was provided to the Organization's board president and controller prior to filing, in keeping with their duties as delegated by the Organization's board. The form 990 was reviewed and approved for filing. The form 990 will also be reviewed by the Organization's board at its annual board meeting. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| JUAN DE LA CRUZ PENSION PLAN | |||||||||
| 29700 Woodford Tehachapi Rd | KEENE | CA | 93531 | 956454441 | PENSION PLAN | CA | 501(c)(9) | N/A | false |
| ROBERT F KENNEDY MEDICAL PLAN | |||||||||
| 29700 Woodford Tehachapi Rd | KEENE | CA | 93531 | 946186170 | MEDICAL PLAN | CA | 501(C)(9) | N/A | false |
| UNITED FARM WORKERS OF AMERICA | |||||||||
| 29700 Woodford Tehachapi Rd | Keene | CA | 93531 | 941448579 | UNION | CA | 501(C)(5) | N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| JUAN DE LA CRUZ PENSION PLAN | ||
| m | 2579 | COST |
| ROBERT F KENNEDY MEDICAL PLAN | ||
| m | 70565 | COST |
| UNITED FARM WORKERS OF AMERICA | ||
| p | 1152 | COST |
| UNITED FARM WORKERS OF AMERICA | ||
| m | 53229 | COST |
| UNITED FARM WORKERS OF AMERICA | ||
| k | 25687 | COST |
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