WORKFORCE FAIRNESS INSTITUTE: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WORKFORCE FAIRNESS INSTITUTE (EIN 26-3015556)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-04-10
- IRS object ID
- 201201019349300600
- Schema version
- 2010v3.4
- 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 | 2012-04-10T07:48:09-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1410 SPRING HILL ROAD STE 500 | AddressLine1 |
| City | TYSONS | City |
| State | VA | State |
| ZIP Code | 22102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263015556 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WORKFORCE FAIRNESS INSTITUTE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WORK | NameControl |
| Phone | 7035357970 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 25518 | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22313 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FRED WSZOLEK | Name |
| Title | ACTING PRESIDENT | Title |
| Phone | 2023548255 | Phone |
| Date Signed | 2012-03-27 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID L JOHNSON | Name |
| Phone | 7039700400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | FRED WSZOLEK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 25518 | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22313 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3701702 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.WORKFORCEFAIRNESS.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2008 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | THE WORKFORCE FAIRNESS INSTITUTE IS AN ORGANIZATION COMMITTED TO EDUCATING EMPLOYERS, EMPLOYEES AND CITIZENS ABOUT ISSUES AFFECTING THE WORKPLACE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 4 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 3 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 25 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 9157232 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3700000 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 7995 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1702 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9165252 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3701702 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 9494231 | OtherExpensePriorYear |
| Other Expenses Current Year | 4639918 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9494231 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4639918 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -328979 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -938216 | RevenuesLessExpensesCY |
| Total Assets BOY | 2440281 | TotalAssetsBOY |
| Total Assets EOY | 532138 | TotalAssetsEOY |
| Total Liabilities BOY | 1058097 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 88170 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1382184 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 443968 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE WORKFORCE FAIRNESS INSTITUTE PROMOTES THE COMMON BUSINESS INTERESTS OF ITS MEMBERS RELATING TO THEIR WORKFORCES AND THE WORKFORCES OF TRADE ASSOCIATION MEMBERS BY EDUCATING EMPLOYERS, EMPLOYEES, AND CITIZENS ABOUT PUBLIC POLICY ISSUES THAT MAY AFFECT THE WORKPLACE AND ENCOURAGING GRASSROOTS ACTIONS WHEN APPROPRIATE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | GRASSROOTS ACTIVITY: WFI'S PRIMARY ACTIVITY IS CONDUCTING GRASSROOTS ACTIVITIES TO EDUCATE THE PUBLIC ABOUT THE EFFECTS OF THE PENDING LEGISLATION PERTAINING TO WORKPLACES AND DECISION-MAKING BY WORKFORCES AND PROPOSED APPOINTMENTS TO AGENCIES OVERSEEING WORKPLACE ISSUES, AND TO ENCOURAGE MEMBERS OF THE PUBLIC TO CONTACT THEIR CONGRESSPERSONS ABOUT SUCH LEGISLATION AND APPOINTMENTS. ITS ACTIVITIES HAVE INCLUDED A DIRECT MAIL CAMPAIGN TO ALERT THE PUBLIC TO THE EFFECTS OF PENDING LEGISLATION, AND PROVIDE THEM WITH THE MEANS TO COMMUNICATE THEIR CONCERNS TO THEIR SENATORS. WFI HAS ALSO ESTABLISHED A WEBSITE THAT ENCOURAGES USERS TO CONTACT THEIR CONGRESSPERSONS AND SHARE THEIR STORIES ABOUT THEIR EXPERIENCES WITH ABUSES OF FAIR AND DEMOCRATIC WORKFORCE PRACTICES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EARNED MEDIA ACTIVITY. WFI PROMOTES FAIR AND DEMOCRATIC WORKPLACE DECISIONS THROUGH EARNED MEDIA OUTREACH ACTIVITIES, INCLUDING DISCUSSING THE EFFECTS OF PENDING LEGISLATION IN NEWSPAPER, RADIO, TELEVISION, CABLE, AND BLOGGER INTERVIEWS, IN WRITTEN EDITORIALS, AND IN PRESS EVENTS AND NEWS RELEASES. WFI ALSO CONDUCTS WEB ADVERTISING, AN EDUCATIONAL EMAIL CAMPAIGN, AND ENGAGES IN VARIOUS INTERNET-BASED SOCIAL NETWORKING ACTIVITIES BY JOINING SITES SUCH AS FACEBOOK AND TWITTER. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | WFI HAS MEMBERSHIP IN SEVERAL ORGANIZATIONS THAT PROMOTE SIMILAR PRINCIPLES AND IDEAS REGARDING THE RIGHTS OF WORKERS AND SMALL BUSINESS' ROLE IN JOB CREATION. THESE MEMBERSHIPS HELP PROMOTE ITS GOAL OF WORKPLACE FAIRNESS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 1 | PoliticalActivities |
| Subject To Proxy Tax | 1 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 12 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 4 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 3 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7035357970 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 CANAL CENTER PLAZA SUITE 555 | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22314 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (6 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| PHIL HOPPMAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| W THOMAS MUSSER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RONALD A MASON | ||||||
| TREASURER/DIRECTOR | 1.00 | X | 0 | 0 | 0 | X |
| KATHRYN GAGE | ||||||
| FORMER PRESIDENT/DIRECTOR | 1.00 | X | 0 | 0 | 0 | X |
| FRED WSZOLEK | ||||||
| ACTING PRESIDENT/DIRECTOR | 30.00 | X | 0 | 0 | 0 | X |
| LAUREN ZEITLER | ||||||
| SECRETARY | 30.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 1 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| DDC ADVOCACY | |||||
| 174 WATERFRONT ST SUITE 500 | NATIONAL HARBOR | MD | 20745 | GRASSROOTS | 1424792 |
| WWP STRATEGIES INC | |||||
| 66 CANAL CENTER PLAZA SUITE 555 | ALEXANDRIA | VA | 22314 | MANAGEMENT SERVICES | 586096 |
| BLUEFRONT STRATEGIES | |||||
| 44 CANAL CENTER PLAZA SUITE G1 | ALEXANDRIA | VA | 22314 | GRASSROOTS | 186319 |
| CREATIVE RESPONSE CONCEPTS INC | |||||
| 2760 EISENHOWER AVE4TH FLOOR | ALEXANDRIA | VA | 22314 | PR CONSULTING | 180285 |
| DIAZ COMMUNICATIONS LLC | |||||
| 607 14TH STREET NW SUITE 500 | WASHINGTON | DC | 20005 | GRASSROOTS | 120000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUES & VOLUNTARY ASSES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 3700000 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3700000 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3700000 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1702 | TotalRevenueColumn |
| Exclusion | $1,702 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3701702 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3700000 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,702 | ExclusionAmount |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 210240 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49187 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4075 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1753182 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 644504 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84907 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24955 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 192139 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29250 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23847 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6176 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3390 | Total |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MEMBERSHIPS AND DUES AS | Description |
| Total | 1614000 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4639918 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 679016 | BOY |
| EOY | 113441 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1745828 | BOY |
| EOY | 162530 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 250000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6824 | BOY |
| EOY | 1064 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 19193 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 14090 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8613 | BOY |
| EOY | 5103 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2440281 | BOY |
| EOY | 532138 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1058097 | BOY |
| EOY | 88170 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1058097 | BOY |
| EOY | 88170 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1382184 | BOY |
| EOY | 443968 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1382184 | BOY |
| EOY | 443968 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2440281 | BOY |
| EOY | 532138 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -938216 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | 30000 | PoliticalExpenditures |
| Volunteer Hours | 0 | VolunteerHours |
| Amt Of Internal Funds Contributed | 30000 | AmtOfInternalFundsContributed |
| Total Exmpt Function Expenditures | 30000 | TotalExmptFunctionExpenditures |
| Form1120 Pol Filed | 1 | Form1120PolFiled |
Sec527 Pol Orgs Sec527PolOrgs
Name Of527 Organization NameOf527Organization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHIGAN ADVOCACY TRUST | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 TOWNSEND ST SUITE 900 | AddressLine1 |
| City | LANSING | City |
| State | MI | State |
| ZIP Code | 48823 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt Pd From Internal Funds | 30000 | AmtPdFromInternalFunds |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 0 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 0 | AgreeToCarryoverPriorYear |
| Dues Assessments | 3700000 | DuesAssessments |
| Non Ded Lobby Political Current | 1753182 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Carryover | -5165942 | NonDedLobbyPoliticalCarryover |
| Non Ded Lobby Political Total | -3412760 | NonDedLobbyPoliticalTotal |
| Aggr Amt Reported In Dues Notices | 3700000 | AggrAmtReportedInDuesNotices |
| Taxable | -$7,112,760 | TaxableAmount |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 19193 | OtherCostOrOtherBasis |
| Depreciation | 14090 | Depreciation |
| Book Value | 5103 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5103 | TotalOfBookValueLandBuildings |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KATHRYN GAGE | |||||||||||
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| FRED WSZOLEK | |||||||||||
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| LAUREN ZEITLER | |||||||||||
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | FORM 990 PART VII QUESTION 5 - QUESTION 5 IS ANSWERED YES AS KATHRYN GAGE, LAUREN ZEITLER AND FRED WSZOLEK SERVED AS OFFICERS AND/OR DIRECTORS OF WFI DURING THE FISCAL YEAR ENDED JUNE 30, 2011, AND WERE PAID FOR THEIR SERVICES THROUGH THE MANAGEMENT FEE PAID BY WFI TO WWP STRATEGIES, INC. WWP RECEIVED A MANAGEMENT FEE TOTALING $210,240. MORE SPECIFIC INFORMATION CANNOT BE PROVIDED ON SCHEDULE J, PART II, BECAUSE EACH OF THESE INDIVIDUALS PROVIDES SERVICES TO MULTIPLE CLIENTS, AND AS MEMBERS, MS. GAGE & MR. WSZOLEK SHARE IN THE PROFITS OF WWP. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| WWP STRATEGIES INC | |||
| SEE SCHEDULE O | 210240 | MANAGEMENT SERVICES | 0 |
| WWP STRATEGIES INC | |||
| SEE SCHEDULE O | 60496 | MEMBERSHIP DEVELOPMENT | 0 |
| WWP STRATEGIES INC | |||
| SEE SCHEDULE O | 315360 | PROGRAM SERVICES | 0 |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990, SCHEDULE L, PART IV | Identifier |
| Return Reference | RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION | ReturnReference |
| Explanation | WWP IS AN ENTITY OF WHICH MS. GAGE, THE FORMER PRESIDENT/DIRECTOR OF WFI AND MR. WSZOLEK, ACTING PRESIDENT/DIRECTOR, SERVED AS OFFICERS WITH INDIVIDUAL OWNERSHIP INTERESTS IN EXCESS OF 5%. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | WFI'S PRESIDENT AND DIRECTOR, MS. GAGE, WFI'S SECRETARY, MS. ZEITLER, AND MR. WSZOLEK , WHO SERVED AS WFI'S ACTING PRESIDENT AND DIRECTOR DURING A PART OF THE YEAR, HAVE A BUSINESS RELATIONSHIP. | |
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION'S PROGRAM IS PERFORMED UNDER THE SUPERVISION OF THE BOARD OF DIRECTORS AND MEMBERSHIP STEERING COMMITTEE AND CARRIED OUT UNDER CONTRACT BY THE MANAGEMENT COMPANY, WWP STRATEGIES, INC. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS ONE CLASS OF MEMBERSHIP. MEMBERSHIP CONSISTS OF BUSINESS ENTITIES WHICH AGREE TO MAKE A VOLUNTARY ASSESSEMENT TO THE ORGANIZATION COMMENSURATE WITH THE VALUE THAT THE BUSINESS ENTITY EXPECTS TO RECEIVE FROM THE ORGANIZATION'S PROGRAMS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S RETURN WILL BE REVIEWED BY THE PRESIDENT AND OUTSIDE COUNSEL AND THEN SENT TO THE DIRECTORS FOR THEIR REVIEW BEFORE FILING. | |
| ANNUALLY, WFI OFFICERS AND DIRECTORS ARE ASKED TO SIGN A NEW DISCLOSURE. ADDITIONALLY, BOTH OFFICERS AND DIRECTORS ARE REQUIRED BY THE POLICY TO DISCLOSE ANY CONFLICT OF INTEREST WHEN IT ARISES. THE CONFLICT OF INTEREST POLICY COVERS DIRECTORS, PRINCIPAL OFFICERS, AND MEMBERS OF ANY COMMITTEE WITH BOARD DELEGATED POWERS. AFTER THE DISCLOSURE OF A POTENTIAL CONFLICT AND ALL MATERIAL FACTS, THE BOARD OF DIRECTORS OR RELEVANT COMMITTEE WILL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS, ALTHOUGH THE INTERESTED PERSON MAY NOT BE PRESENT DURING THIS DETERMINATION. IF A CONFLICT IS DETERMINED TO EXIST, THE INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OF DIRECTORS OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE MUST LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. | FORM 990, PART VI, SECTION B, LINE 12C | |
| WFI'S ORGANIZATIONAL DOCUMENTS ARE ATTACHED TO FORM 1024. WFI'S FORM 1024 IS AVAILABLE FOR PUBLIC INSPECTION AND COPYING AS REQUIRED BY LAW. WFI HAS NO PLANS TO MAKE ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS OR POLICIES AVAILABLE TO THE GENERAL PUBLIC TO THE EXTENT THAT THEY ARE NOT INCLUDED WITH ITS FORM 1024 OR A FORM 990. | FORM 990, PART VI, SECTION C, LINE 19 |
Comments