UFW FOUNDATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
UFW FOUNDATION (EIN 95-2703575)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-15
IRS object ID
201203209349301870
Schema version
2011v1.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-15T07:14:14-08:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MENDEZ PETTY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11400 EASTON DRIVE SUITE 139-AAddressLine1
CityBAKERSFIELDCity
StateCAState
ZIP Code93309ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN952703575EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1UFW FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlUFWFNameControl
Phone3232642700Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line129700 Woodford Tehachapi RdAddressLine1
CityKeeneCity
StateCAState
ZIP Code93531ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameArturo S RodriguezName
TitlePresidentTitle
Date Signed2012-11-15DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameNathan J Petty CPAName
Phone6618647880Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts680125GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
All Affiliates IncludedfalseAllAffiliatesIncluded
Organization501c3XOrganization501c3
Web Sitewww.ufwfoundation.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1971YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionTo open the doors of opportunity to working people and their communities.ActivityOrMissionDescription
Nbr Voting Members Governing Body5NbrVotingMembersGoverningBody
Nbr Independent Voting Members3NbrIndependentVotingMembers
Total Nbr Employees12TotalNbrEmployees
Total Nbr Volunteers109TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year754630ContributionsGrantsPriorYear
Contributions Grants Current Year569810ContributionsGrantsCurrentYear
Program Service Revenue Prior Year35840ProgramServiceRevenuePriorYear
Program Service Revenue CY82085ProgramServiceRevenueCY
Investment Income Prior Year18868InvestmentIncomePriorYear
Investment Income Current Year2952InvestmentIncomeCurrentYear
Other Revenue Prior Year10514OtherRevenuePriorYear
Other Revenue Current Year16627OtherRevenueCurrentYear
Total Revenue Prior Year819852TotalRevenuePriorYear
Total Revenue Current Year671474TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year3000GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year413753SalariesEtcPriorYear
Salaries Etc Current Year427305SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year35400TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year47641TotalFundrsngExpCurrentYear
Other Expense Prior Year310421OtherExpensePriorYear
Other Expenses Current Year397434OtherExpensesCurrentYear
Total Expenses Prior Year762574TotalExpensesPriorYear
Total Expenses Current Year824739TotalExpensesCurrentYear
Revenues Less Expenses Prior Year57278RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-153265RevenuesLessExpensesCY
Total Assets BOY418229TotalAssetsBOY
Total Assets EOY242970TotalAssetsEOY
Total Liabilities BOY74528TotalLiabilitiesBOY
Total Liabilities EOY52535TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY343701NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY190435NetAssetsOrFundBalancesEOY
Mission DescriptionTo open the doors of opportunity to working people and their communities.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense428022Expense
DescriptionMEMBER SERVICESWith headquarters in Los Angeles and outreach sites in Salinas and Greenfield (Monterey County), Bakersfield, and Phoenix, the organization's staff reaches Latino immigrants with little or no access to transportation, who are mainly undocumented and living in areas where resources are few or non-existent. The UFWF is uniquely positioned to reach this under-served population because it is a culturally competent entity that is known and trusted by Latino immigrants in the areas it serves. Among the services the organization provides are much needed immigration legal services. The organization 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 2011, the UFW Foundation provided over 600 immigration legal consultations at a nominal cost for farm workers and other low-income immigrants. In addition, the organization informed 237 community members with valuable guidance on citizenship eligibility requirements at events held in Arvin, Bakersfield, Shafter, Delano, and Fresno, CA. The organization also provided 309 low-income individuals with tax preparation assistance which helped many families attain the Earned Income Tax Credit. Additionally, 4,137 community members were provided assistance with determining eligibility for safety net programs such as CalFresh, Medi-Cal, Healthy Families and CalWORKs. Other services offered to the community included application assistance for unemployment and social security, document translation and referrals to social and health services. In addition, the organization conducted presentations and outreach at 107 community events to inform over 13,700 constituents about health-related issues, such as public benefits eligibility and occupational safety, particularly with respect to rest breaks, access to water and shade. The organization also provided outreach on domestic violence education and prevention and the legal remedies available to victims regardless of immigration status. These events included 30 presentations that the UFW Foundation conducted for 895 attendees throughout Monterey and Kern County at various Migrant Education Centers, schools, and other community based organizations.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense210225Expense
DescriptionPOLICY & RESEARCHIn 2011, 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.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense108161Expense
DescriptionCIVIC PARTICIPATIONThroughout 2011, a communications plan was implemented that encouraged non-English speaking farm workers and other low-income immigrants to apply for citizenship. This included the development of Public Service Announcements (PSA), which were broadcasted on Radio Campesina, to encourage participation. Similarly, the organization co-hosted the morning "Despierta Ya Campesino" (or Wake Up Farm Worker) Radio Campesina Program once a week to discuss relevant issues impacting the Latino community, such as federal immigration policies, citizenship application requirements, and the importance of voting.Description
FieldValueIRS element (for citing)
Total Program Service Expense746408TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgtrueTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10966NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingfalseComplianceWithBackupWitholding
Number Of Employees12NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Form990-T FiledfalseForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Form8886 T FiledfalseForm8886TFiled
Non Deductible ContributionsfalseNonDeductibleContributions
Non Deductible DisclosurefalseNonDeductibleDisclosure
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Quid Pro Quo DisclosurefalseQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Number Of8282 Filed0NumberOf8282Filed
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Form8899 FiledfalseForm8899Filed
Form1098 C FiledfalseForm1098CFiled
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Filed Lieu1041falseFiledLieu1041
Licensed More Than One StatefalseLicensedMoreThanOneState
Indoor Tanning ServicesfalseIndoorTanningServices
Form720 FiledfalseForm720Filed
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members5NbrVotingGoverningBodyMembers
Number Independent Voting Members3NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteesfalseMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Policies Reference ChaptersfalsePoliciesReferenceChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Written Policy Or ProcedurefalseWrittenPolicyOrProcedure
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonLinda RockstadNamePerson
Telephone Number6618236111TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line129700 Woodford Tehachapi RdAddressLine1
CityKeeneCity
StateCAState
ZIP Code93531ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (6 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployee
Gina Montoya
Director1.00X000
Ramon Ramirez
Director1.00X000
Guadalupe Martinez
Director1.00X000
Tanis Ybarra
Sec/Trea1.000550400X
Arturo S Rodriguez
President1.000764480X
Diana Tellefson Torres
Executive Director40.005200000X
FieldValueIRS element (for citing)
Total Reportable Comp From Org52000TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs131488TotalReportableCompFrmRltdOrgs
Number Individuals GT100 K0NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Membership Dues15670MembershipDues
Fundraising Events11002FundraisingEvents
Government Grants106065GovernmentGrants
All Other Contributions437073AllOtherContributions
Total Contributions569810TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionTax preparation, imm. svcDescription
Business Code541200BusinessCode
Total Revenue Column82085TotalRevenueColumn
Related Or Exempt Function Income82085RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue82085TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column2952TotalRevenueColumn
Exclusion$2,952ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

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Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

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Total Revenue Column0TotalRevenueColumn

Net Rental Income Or Loss NetRentalIncomeOrLoss

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Total Revenue Column0TotalRevenueColumn

Net Gain Or Loss Investments NetGainOrLossInvestments

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Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Gross Income Fundraising Events7225GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events11002CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses8651FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-1426TotalRevenueColumn
Exclusion-$1,426ExclusionAmount

Net Income From Gaming NetIncomeFromGaming

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Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

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Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc

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DescriptionMiscellaneousDescription
Total Revenue Column18053TotalRevenueColumn
Related Or Exempt Function Income18053RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue18053TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column671474TotalRevenueColumn
Related Or Exempt Function Income100138RelatedOrExemptFunctionIncome
Exclusion$1,526ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

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Total0Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

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Total0Total

Benefits To Members BenefitsToMembers

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Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

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Total52000Total
Program Services35422ProgramServices
Management And General8472ManagementAndGeneral
Fundraising8106Fundraising

Comp Disqual Persons CompDisqualPersons

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Total0Total

Other Salaries And Wages OtherSalariesAndWages

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Total286341Total
Program Services286341ProgramServices

Pension Plan Contributions PensionPlanContributions

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Total6411Total
Program Services6271ProgramServices
Management And General74ManagementAndGeneral
Fundraising66Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total51020Total
Program Services49055ProgramServices
Management And General1040ManagementAndGeneral
Fundraising925Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total31533Total
Program Services29958ProgramServices
Management And General916ManagementAndGeneral
Fundraising659Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

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Total0Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total34270Total
Program Services33041ProgramServices
Management And General676ManagementAndGeneral
Fundraising553Fundraising

Fees For Services Lobbying FeesForServicesLobbying

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Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total0Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total7000Total
Program Services6829ProgramServices
Management And General26ManagementAndGeneral
Fundraising145Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total25Total
Fundraising25Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total16552Total
Program Services16282ProgramServices
Management And General270ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total3368Total
Program Services3258ProgramServices
Management And General53ManagementAndGeneral
Fundraising57Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total38210Total
Program Services35885ProgramServices
Management And General1153ManagementAndGeneral
Fundraising1172Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total29897Total
Program Services26457ProgramServices
Management And General1127ManagementAndGeneral
Fundraising2313Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total7360Total
Program Services6306ProgramServices
Management And General719ManagementAndGeneral
Fundraising335Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total0Total

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total1421Total
Program Services1174ProgramServices
Management And General247ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total5242Total
Program Services5132ProgramServices
Management And General79ManagementAndGeneral
Fundraising31Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Vacation Earned1317112398458315
TELEPHONE1621715476147594
Scholarships1750017500
OUTSIDE SERVICES145295117872930518118
HR Services1990719223377307

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total41999Total
Program Services22528ProgramServices
Management And General5551ManagementAndGeneral
Fundraising13920Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total824739Total
Program Services746408ProgramServices
Management And General30690ManagementAndGeneral
Fundraising47641Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY169574BOY
EOY94934EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
EOY0EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY104483BOY
EOY14566EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY2880BOY
EOY1709EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

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EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
EOY0EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis8105LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec5196LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY1496BOY
EOY2909EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY139271BOY
EOY127341EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
EOY0EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY525BOY
EOY1511EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY418229BOY
EOY242970EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY74528BOY
EOY52535EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY74528BOY
EOY52535EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY129352BOY
EOY-34112EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY214349BOY
EOY224547EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY343701BOY
EOY190435EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY418229BOY
EOY242970EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-153265ReconcilationRevenueExpenses
Reconcilation Other Changes-1ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteefalseAuditCommittee
Federal Grant Audit RequiredfalseFederalGrantAuditRequired
Federal Grant Audit PerformedfalseFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1047337CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years246762CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years322083CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year686164CurrentTaxYearMinus1Year
Current Tax Year530945CurrentTaxYear
Total2833291Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

FieldValueIRS element (for citing)
Total0Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

FieldValueIRS element (for citing)
Total0Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1047337CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years246762CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years322083CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year686164CurrentTaxYearMinus1Year
Current Tax Year530945CurrentTaxYear
Total2833291Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total0AmountsSubstContributorsTotal
Public Support Total1702833291PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years15442CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years6714CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years19983CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3398CurrentTaxYearMinus1Year
Current Tax Year4539CurrentTaxYear
Total50076Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Total0Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years35183CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years-11368CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years216935CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year100348CurrentTaxYearMinus1Year
Current Tax Year26042CurrentTaxYear
Total367140Total
FieldValueIRS element (for citing)
Total Support3250507TotalSupport
Public Support Pertcentage1700.87160PublicSupportPertcentage170
Public Support Pertcent Prior Year0.85300PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

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Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Form4720 Filed4955 TaxfalseForm4720Filed4955Tax
Correction MadefalseCorrectionMade

Total Grassroots Lobbying TotalGrassrootsLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals3498FilingOrganizationsTotals

Total Direct Lobbying TotalDirectLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals17488FilingOrganizationsTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals20986FilingOrganizationsTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals812405FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals833391FilingOrganizationsTotals

Lobbying Nontaxable LobbyingNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals150009FilingOrganizationsTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals37502FilingOrganizationsTotals
FieldValueIRS element (for citing)
Form4720 FiledfalseForm4720Filed

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus3108082CurrentYearMinus3
Current Year Minus2113442CurrentYearMinus2
Current Year Minus1140271CurrentYearMinus1
Current Year150009CurrentYear
Total511804Total
FieldValueIRS element (for citing)
Lobbying Ceiling$767,706LobbyingCeilingAmount

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

FieldValueIRS element (for citing)
Current Year Minus354850CurrentYearMinus3
Current Year Minus254850CurrentYearMinus2
Current Year Minus145123CurrentYearMinus1
Current Year20986CurrentYear
Total175809Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus327021CurrentYearMinus3
Current Year Minus228361CurrentYearMinus2
Current Year Minus135068CurrentYearMinus1
Current Year37502CurrentYear
Total127952Total
FieldValueIRS element (for citing)
Grassroots Ceiling$191,928GrassrootsCeilingAmount

Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures

FieldValueIRS element (for citing)
Current Year Minus315323CurrentYearMinus3
Current Year Minus213524CurrentYearMinus2
Current Year Minus120052CurrentYearMinus1
Current Year3498CurrentYear
Total52397Total

Schedule D IRS990ScheduleD

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis8105OtherCostOrOtherBasis
Depreciation5196Depreciation
Book Value2909BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings2909TotalOfBookValueLandBuildings

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierPart XI, Line 8Identifier
Return ReferencePart XI, Line 8: Other Changes in Net Assets or Fund BalancesReturnReference
ExplanationRounding $ -1Explanation

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Solicitation Of Govt GrantsXSolicitationOfGovtGrants
Special Fundraising EventsXSpecialFundraisingEvents
Agreement Ref FundraisingfalseAgreementRefFundraising

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1Arizona Latino Arts and Cultural CenterNameOfEvent1
Gross Receipts Event118227GrossReceiptsEvent1
Charitable Contributions Event111002CharitableContributionsEvent1
Gross Revenue Event17225GrossRevenueEvent1
Other Direct Expenses Event18651OtherDirectExpensesEvent1
Gross Receipts Total18227GrossReceiptsTotal
Charitable Contributions Total11002CharitableContributionsTotal
Gross Revenue Total Events7225GrossRevenueTotalEvents
Other Direct Expenses Total Events8651OtherDirectExpensesTotalEvents
Direct Expense Summary Events8651DirectExpenseSummaryEvents
Net Income Summary-1426NetIncomeSummary

Form990 Schedule G Part IV Form990ScheduleGPartIV

FieldValueIRS element (for citing)
IdentifierPart I, Line 2b - Fundraiser Additional InformationIdentifier
ExplanationThe UFW Foundation held its first fundraising event at the Arizona Latino Arts and Cultural Center in Downtown Phoenix on November 1, 2011. Special guest speakers included Olympic Gold Medalist, Henry Cejudo; Actor, Enrique Castillo; and Daniel Hernandez, Jr. The funds raised during this event supported the organization's program in Arizona which assists low-income immigrants with immigration legal services.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Form 990, Part VI, Line 19Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableAll documents required to be disclosed is done so upon request.
Form 990, Part VI, Line 12cForm 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsThe 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 11Form 990, Part VI, Line 11: Form 990 Review ProcessA 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/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionDirect Controlling Entity NADirectControllingEntityNAControlled OrgControlledOrg
JUAN DE LA CRUZ PENSION PLAN
29700 Woodford Tehachapi RdKEENECA93531956454441PENSION PLANCA501(c)(9)N/Afalse
ROBERT F KENNEDY MEDICAL PLAN
29700 Woodford Tehachapi RdKEENECA93531946186170MEDICAL PLANCA501(C)(9)N/Afalse
UNITED FARMWORKERS OF AMERICA
29700 Woodford Tehachapi RdKeeneCA93531941448579UNIONCA501(C)(5)N/Afalse
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgstruePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
JUAN DE LA CRUZ PENSION PLAN
l2091COST
ROBERT F KENNEDY MEDICAL PLAN
l51020COST
UNITED FARMWORKERS OF AMERICA
l91769COST

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