UFW FOUNDATION: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: UFW FOUNDATION (EIN 95-2703575)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-11-11
IRS object ID: 201123159349300522
Schema version: 2010v3.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule G
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-11-11T08:54:22-08:00	Timestamp
Tax Period End Date	2010-12-31	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	2010-01-01	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	Director	Title
Date Signed	2011-11-11	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Nathan J Petty CPA	Name
Phone	6613342787	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)
Gross Receipts	825750	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	6	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	3	NbrIndependentVotingMembers
Total Nbr Employees	12	TotalNbrEmployees
Total Nbr Volunteers	109	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	468531	ContributionsGrantsPriorYear
Contributions Grants Current Year	754630	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	29405	ProgramServiceRevenuePriorYear
Program Service Revenue CY	35840	ProgramServiceRevenueCY
Investment Income Prior Year	20982	InvestmentIncomePriorYear
Investment Income Current Year	18868	InvestmentIncomeCurrentYear
Other Revenue Prior Year	24245	OtherRevenuePriorYear
Other Revenue Current Year	10514	OtherRevenueCurrentYear
Total Revenue Prior Year	543163	TotalRevenuePriorYear
Total Revenue Current Year	819852	TotalRevenueCurrentYear
Grants And Similar Amnts CY	3000	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	314223	SalariesEtcPriorYear
Salaries Etc Current Year	413753	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	8470	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	35400	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	57415	TotalFundrsngExpCurrentYear
Other Expense Prior Year	258246	OtherExpensePriorYear
Other Expenses Current Year	310421	OtherExpensesCurrentYear
Total Expenses Prior Year	580939	TotalExpensesPriorYear
Total Expenses Current Year	762574	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-37776	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	57278	RevenuesLessExpensesCY
Total Assets BOY	343838	TotalAssetsBOY
Total Assets EOY	418229	TotalAssetsEOY
Total Liabilities BOY	57415	TotalLiabilitiesBOY
Total Liabilities EOY	74528	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	286423	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	343701	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	450312	Expense
Revenue	61085	Revenue
Description	MEMBER SERVICESIn 2010, the UFW Foundation opened a new office in Greenfield, Monterey County and hired the Arizona State Coordinator to begin a program in Maricopa County, Arizona in early 2011. Furthermore, 620 people became members of the UFW Foundation in California, primarily in Kern and Monterey County. Membership benefits included access to the UFW Foundation's services, $4000 in accidental death insurance, prescription drug and other types of discounts. The UFW Foundation provided close to 200 immigration legal services consultations at a nominal cost for farm workers and other low-income immigrants. The organization's immigration legal assistance includes direct service in one-on-one settings for matters such as; citizenship, green card and work permit renewal, green card applications, and family visa petitions. The organization also provided 374 low-income individuals with tax preparation assistance which helped many families attain the Earned Income Tax Credit. Other services offered to the community included assistance with wage claims, workplace discrimination and sexual harassment, application assistance for unemployment and social security, document translation and referrals to social and health services. Additionally, 630 community members were provided assistance with determining eligibility and applying for safety net programs such as CalFresh, Medi-Cal, Healthy Families and CalWORKs. The UFWF conducted educational presentations about the programs and the application process to ensure an understanding of the requirements, their responsibilities and the documentation they will need to demonstrate eligibility when submitting an application. In addition, the organization trained community organizations around immigration rules that impact immigrant communities seeking public benefits. The UFW Foundation also conducted presentations and outreach at 142 community events to inform thousands of constituents about health-related issues, such as heat stress prevention,and workplace rights; 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 49 presentations that the UFW Foundation conducted for 968 attendees throughout Monterey and Kern County at various Migrant Education Centers, schools, and other community based organizations.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	142079	Expense
Description	POLICY & RESEARCHIn 2010, the UFW Foundation successfully raised $380,000, leading to the launch of 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. Although the project will not be completed until the end of 2011, the Consortium of organizations began its efforts in 2010. A key part of the planning process involves developing a California Preparedness Plan that will allow the Consortium to pilot some of its recommendations to prepare to go to full implementation and greater scale. Outcomes of this planning process include 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

Field	Value	IRS element (for citing)
Expense	79673	Expense
Grants	3000	Grants
Description	CIVIC PARTICIPATIONAlthough the AgJOBS bill was not passed in 2010, the UFW Foundation and United Farm Workers of America were successful in jointly launching the "Take Our Jobs" Campaign which created a national discussion that went gone beyond typical farm worker or immigrant advocates, and we believe has opened up new opportunities to influence policies that affect farm workers. The campaign messaging underscored that we are a nation in denial about our food supply. It was aimed at creating a national discussion about who does the work to feed our country (a mainly undocumented workforce) and why immigration reform is needed. The campaign directly confronted the attack that undocumented immigrants take "American" jobs, by challenging Congressmembers to help their unemployed U.S. citizen and legal resident constituents fill jobs that often go to undocumented farm workers. Those decision makers were also asked to try farm work for a day to experience what farm work is like. In addition, a broader call was made to unemployed individuals who are authorized to work in the United States, to apply to farm jobs. This campaign generated an unprecedented amount of media coverage. During the summer of 2010, the UFW Foundation and the UFW did interviews with more than 160 media outlets, not including 40+ media outlets on the kickoff day, June 24th. The first AP story from the June 24th announcement ran in over 300 outlets. An AP story covering the campaign on the "Colbert Report" ran in over 200 outlets. National news has included the Wall Street Journal, TV Guide, Yahoo news, Google news, NPR (6 different stories), Univision, , Telemundo, CNN, CNN Anderson Cooper 360, CNNMoney, ABC Diane Sawyer, CBS Brian Wilson, MSNBC, Fox national TV, Fox Radio News, and The Economist magazine. Approximately 10 reporters tried to work a day in the fields and ran stories about their experience. 99% of the coverage has been positive. In addition, the Take Our Jobs website generated over 5 million hits over the summer.On September 24, 2010, during the special Congressional hearing on "Take Our Jobs," where Arturo Rodriguez, President of the United Farm Workers, and Stephen Colbert provided testimony, Republican Immigration Sub-committee Members said that if farm worker jobs were better paid, then more legal residents would do the work and agreed that farm workers have poor working conditions. This was an opportunity to create a narrative and communications strategy that holds both parties accountable to improve the health of farm worker families. The UFW Foundation led a group of farm workers who traveled from California to DC to attend the hearing and conduct Congressional visits regarding the need for immigration reform for farm workers.In addition to the Take Our Jobs Campaign, the UFW Foundation launched a citizenship program in Kern and Monterey Counties in December 2010, targeting non-English speaking farm workers and other low-income immigrants. Many individuals who received legal status through the Immigration Reform and Control Act (IRCA) who are at least 50 years old, are now able to take the citizenship test in their native language starting December 1, 2010. This is an opportunity to encourage people to apply who have seen the English test as a barrier. Public Service Announcements (PSA) were produced and broadcast on Radio Campesina to announce the opportunity and encourage participation.	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	672064	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	true	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	true	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	true	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	6	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	false	ComplianceWithBackupWitholding
Number Of Employees	12	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
Form8886 T Filed	false	Form8886TFiled
Non Deductible Contributions	false	NonDeductibleContributions
Non Deductible Disclosure	false	NonDeductibleDisclosure
Quid Pro Quo Contributions	false	QuidProQuoContributions
Quid Pro Quo Disclosure	false	QuidProQuoDisclosure
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
Form720 Filed	false	Form720Filed
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	6	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
Policies Reference Chapters	false	PoliciesReferenceChapters
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
Written Policy Or Procedure	false	WrittenPolicyOrProcedure
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	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Individual Trustee Or DirectorIndividualTrusteeOrDirector
Tanis Ybarra
Sec/Trea	1.00	X	0	34560	540
Ramon Ramirez
Director	1.00		0	0	0	X
Guadalupe Martinez
Director	1.00		0	0	0	X
Gina Montoya
Director	1.00		0	0	0	X
Diana Tellefson
Executive Direc	40.00	X	51800	0	0
Arturo S Rodriguez
President	1.00	X	0	74624	1060

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	51800	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	109184	TotalReportableCompFrmRltdOrgs
Total Other Compensation	1600	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
Membership Dues	25245	MembershipDues
Fundraising Events	68466	FundraisingEvents
Government Grants	192786	GovernmentGrants
All Other Contributions	468133	AllOtherContributions
Total Contributions	754630	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	Tax preparation, imm. svc	Description
Business Code	541200	BusinessCode
Total Revenue Column	35840	TotalRevenueColumn
Related Or Exempt Function Income	35840	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	35840	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	18868	TotalRevenueColumn
Exclusion	$18,868	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)
Gross Income Fundraising Events	569	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	68466	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	5898	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	-5329	TotalRevenueColumn

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	15843	TotalRevenueColumn
Related Or Exempt Function Income	15843	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	15843	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	819852	TotalRevenueColumn
Related Or Exempt Function Income	46354	RelatedOrExemptFunctionIncome
Exclusion	$18,868	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	3000	Total
Program Services	3000	ProgramServices

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	51800	Total
Program Services	31286	ProgramServices
Management And General	7591	ManagementAndGeneral
Fundraising	12923	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	283561	Total
Program Services	283561	ProgramServices

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	1886	Total
Program Services	1719	ProgramServices
Management And General	60	ManagementAndGeneral
Fundraising	107	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	45940	Total
Program Services	43529	ProgramServices
Management And General	972	ManagementAndGeneral
Fundraising	1439	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	30566	Total
Program Services	28525	ProgramServices
Management And General	860	ManagementAndGeneral
Fundraising	1181	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	33528	Total
Program Services	31916	ProgramServices
Management And General	620	ManagementAndGeneral
Fundraising	992	Fundraising

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	8611	Total
Program Services	8611	ProgramServices

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	35400	Total
Fundraising	35400	Fundraising

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	74385	Total
Program Services	63603	ProgramServices
Management And General	10782	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	0	Total

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	2929	Total
Program Services	2891	ProgramServices
Management And General	25	ManagementAndGeneral
Fundraising	13	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	0	Total

Travel Travel

Field	Value	IRS element (for citing)
Total	0	Total

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	8764	Total
Program Services	8235	ProgramServices
Management And General	444	ManagementAndGeneral
Fundraising	85	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	1757	Total
Program Services	1264	ProgramServices
Management And General	493	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	6450	Total
Program Services	6344	ProgramServices
Management And General	30	ManagementAndGeneral
Fundraising	76	Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
Vacation Earned	11442	10944	241	257
TELEPHONE	14530	13981	128	421
RENTAL EXPENSES	28993	27696	525	772
HR Services	16899	16074	326	499
Fares/Rentals	31445	29630	846	969

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	70688	Total
Program Services	59255	ProgramServices
Management And General	9152	ManagementAndGeneral
Fundraising	2281	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	762574	Total
Program Services	672064	ProgramServices
Management And General	33095	ManagementAndGeneral
Fundraising	57415	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	275168	BOY
EOY	169574	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)
EOY	104483	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
EOY	2880	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	0	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	5272	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	3776	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	3253	BOY
EOY	1496	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	64692	BOY
EOY	139271	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	725	BOY
EOY	525	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	343838	BOY
EOY	418229	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	57415	BOY
EOY	74528	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	57415	BOY
EOY	74528	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	128635	BOY
EOY	129352	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	157788	BOY
EOY	214349	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	286423	BOY
EOY	343701	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	343838	BOY
EOY	418229	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	57278	ReconcilationRevenueExpenses
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	false	AuditCommittee
Federal Grant Audit Required	false	FederalGrantAuditRequired
Federal Grant Audit Performed	false	FederalGrantAuditPerformed

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	31199	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1047337	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	246762	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	322083	CurrentTaxYearMinus1Year
Current Tax Year	686164	CurrentTaxYear
Total	2333545	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	31199	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1047337	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	246762	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	322083	CurrentTaxYearMinus1Year
Current Tax Year	686164	CurrentTaxYear
Total	2333545	Total

Field	Value	IRS element (for citing)
Amounts Subst Contributors Total	0	AmountsSubstContributorsTotal
Public Support Total170	2333545	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	15373	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	15442	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	6714	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	19983	CurrentTaxYearMinus1Year
Current Tax Year	3398	CurrentTaxYear
Total	60910	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 Minus3 Years	35183	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	-11368	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	216935	CurrentTaxYearMinus1Year
Current Tax Year	100348	CurrentTaxYear
Total	341098	Total

Field	Value	IRS element (for citing)
Total Support	2735553	TotalSupport
Public Support Pertcentage170	0.85300	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.85590	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 Grassroots Lobbying TotalGrassrootsLobbying

Field	Value	IRS element (for citing)
Filing Organizations Totals	20052	FilingOrganizationsTotals

Total Direct Lobbying TotalDirectLobbying

Field	Value	IRS element (for citing)
Filing Organizations Totals	25071	FilingOrganizationsTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	45123	FilingOrganizationsTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	723349	FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	768472	FilingOrganizationsTotals

Lobbying Nontaxable LobbyingNontaxableAmount

Field	Value	IRS element (for citing)
Filing Organizations Totals	140271	FilingOrganizationsTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

Field	Value	IRS element (for citing)
Filing Organizations Totals	35068	FilingOrganizationsTotals

Field	Value	IRS element (for citing)
Form4720 Filed	false	Form4720Filed

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

Field	Value	IRS element (for citing)
Current Year Minus3	139290	CurrentYearMinus3
Current Year Minus2	108082	CurrentYearMinus2
Current Year Minus1	113442	CurrentYearMinus1
Current Year	140271	CurrentYear
Total	501085	Total

Field	Value	IRS element (for citing)
Lobbying Ceiling	$751,628	LobbyingCeilingAmount

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

Field	Value	IRS element (for citing)
Current Year Minus3	82133	CurrentYearMinus3
Current Year Minus2	54850	CurrentYearMinus2
Current Year Minus1	54850	CurrentYearMinus1
Current Year	45123	CurrentYear
Total	236956	Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

Field	Value	IRS element (for citing)
Current Year Minus3	34823	CurrentYearMinus3
Current Year Minus2	27021	CurrentYearMinus2
Current Year Minus1	28361	CurrentYearMinus1
Current Year	35068	CurrentYear
Total	125273	Total

Field	Value	IRS element (for citing)
Grassroots Ceiling	$187,910	GrassrootsCeilingAmount

Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures

Field	Value	IRS element (for citing)
Current Year Minus3	32451	CurrentYearMinus3
Current Year Minus2	15323	CurrentYearMinus2
Current Year Minus1	13524	CurrentYearMinus1
Current Year	20052	CurrentYear
Total	81350	Total

Schedule D IRS990ScheduleD

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	5272	OtherCostOrOtherBasis
Depreciation	3776	Depreciation
Book Value	1496	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	1496	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

Fundraiser Activity Information FundraiserActivityInformation

Name Of Organization NameOfOrganization

Field	Value	IRS element (for citing)
Business Name Line1	Charlotte Dobbs	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	2730 Wilshire B	AddressLine1
City	Santa Moni	City
State	CA	State
ZIP Code	90403	ZIPCode

Field	Value	IRS element (for citing)
Activity	Fundraising str	Activity
Fundraiser Control Of Funds	false	FundraiserControlOfFunds
Gross Receipts	51465	GrossReceipts
Amount Retained By Contractor	12000	AmountRetainedByContractor
Net To Organization	39465	NetToOrganization

Field	Value	IRS element (for citing)
Total Gross Receipts	51465	TotalGrossReceipts
Total Retained By Contractors	12000	TotalRetainedByContractors
Total Net To Organization	39465	TotalNetToOrganization

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	San Antonio Event	NameOfEvent1
Gross Receipts Event1	52055	GrossReceiptsEvent1
Charitable Contributions Event1	51486	CharitableContributionsEvent1
Gross Revenue Event1	569	GrossRevenueEvent1
Other Direct Expenses Event1	5898	OtherDirectExpensesEvent1
Name Of Event2	Joe Serna	NameOfEvent2
Gross Receipts Event2	16980	GrossReceiptsEvent2
Charitable Contributions Event2	16980	CharitableContributionsEvent2
Gross Receipts Total	69035	GrossReceiptsTotal
Charitable Contributions Total	68466	CharitableContributionsTotal
Gross Revenue Total Events	569	GrossRevenueTotalEvents
Other Direct Expenses Total Events	5898	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	5898	DirectExpenseSummaryEvents
Net Income Summary	-5329	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 11	Form 990, Part VI, Line 11: 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 FARMWORKERS 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
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	false	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	false	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 (3 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved	Method Of Amt DeterminationMethodOfAmtDetermination
JUAN DE LA CRUZ PENSION PLAN
l	1942	COST
ROBERT F KENNEDY MEDICAL PLAN
l	45940	COST
UNITED FARMWORKERS OF AMERICA
l	56893	COST