Civic Intelligence

Family Values at Work a Multi-State Consortium

990 • Fiscal year 2018 • EIN 27-0321696

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 16, 2019

207 E Buffalo StreetMilwaukee, WI 53202

(414) 274-0925

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

23rd percentile

0.02x

Higher debt load relative to assets than 23% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.02x

Higher debt load relative to revenue than 14% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

92nd percentile

55%

Higher net margin than 92% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

60th percentile

$144,048

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

99th percentile

246%

Faster asset growth than 99% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

354%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Assets

Up

$7,115,666

Up $5,061,218 (+246%) from 2017

Net Assets

Up

$6,959,044

Up $5,092,157 (+273%) from 2017

Liabilities

Down

$156,622

Down $30,939 (-16%) from 2017

Revenue

Up

$9,259,957

Up $7,218,085 (+354%) from 2017

Expenses

Down

$4,167,800

Down $311,245 (-6.9%) from 2017

Net Income

Up

$5,092,157

Up $7,529,330 (+309%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2015: $1,248,384Liabilities 2015: $190,915Net Assets 2015: $1,057,4692015Assets 2016: $4,565,115Liabilities 2016: $261,055Net Assets 2016: $4,304,0602016Assets 2017: $2,054,448Liabilities 2017: $187,561Net Assets 2017: $1,866,8872017Assets 2018: $7,115,666Liabilities 2018: $156,622Net Assets 2018: $6,959,0442018Assets 2019: $5,412,455Liabilities 2019: $260,546Net Assets 2019: $5,151,9092019Assets 2020: $11,573,630Liabilities 2020: $567,559Net Assets 2020: $11,006,0712020Assets 2021: $11,400,023Liabilities 2021: $304,308Net Assets 2021: $11,095,7152021Assets 2022: $10,961,874Liabilities 2022: $349,736Net Assets 2022: $10,612,1382022Assets 2023: $12,936,647Liabilities 2023: $293,389Net Assets 2023: $12,643,2582023Assets 2024: $13,156,113Liabilities 2024: $351,529Net Assets 2024: $12,804,5842024

Highlighted filing

2018

Assets$7,115,666
Liabilities$156,622
Net Assets$6,959,044

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2015: $3,636,516Expenses 2015: $3,665,769Net Income 2015: -$29,2532015Revenue 2016: $7,205,407Expenses 2016: $3,958,816Net Income 2016: $3,246,5912016Revenue 2017: $2,041,872Expenses 2017: $4,479,045Net Income 2017: -$2,437,1732017Revenue 2018: $9,259,957Expenses 2018: $4,167,800Net Income 2018: $5,092,1572018Revenue 2019: $2,921,558Expenses 2019: $4,728,693Net Income 2019: -$1,807,1352019Revenue 2020: $11,114,113Expenses 2020: $5,259,951Net Income 2020: $5,854,1622020Revenue 2021: $6,715,515Expenses 2021: $6,661,796Net Income 2021: $53,7192021Revenue 2022: $8,432,206Expenses 2022: $8,782,285Net Income 2022: -$350,0792022Revenue 2023: $10,894,193Expenses 2023: $8,999,926Net Income 2023: $1,894,2672023Revenue 2024: $9,639,204Expenses 2024: $9,659,965Net Income 2024: -$20,7612024

Highlighted filing

2018

Revenue$9,259,957
Expenses$4,167,800
Net Income$5,092,157
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 16, 2019
Return Version
2018v3.1
Gross Receipts
$9,259,957
Mission and Program Overview

Mission

Family Values at Work supportS research, outreach and education of work/family best practices.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$1,162,631$4,929,327▲ $3,766,696
Investments in Publicly Traded Securities$350,000$1,721,688▲ $1,371,688
Cash and Non-Interest-Bearing Accounts$196,599$267,249▲ $70,650
Savings and Temporary Cash Investments$316,236$182,883▼ $133,353
Prepaid Expenses and Deferred Charges$3,675$5,910▲ $2,235
Accounts Receivable$23,010$5,040▼ $17,970
Land, Buildings, and Equipment, Net$2,297$3,569▲ $1,272
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,054,448$7,115,666▲ $5,061,218
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$187,561$156,622▼ $30,939
Total Liabilities$187,561$156,622▼ $30,939
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,627,639$6,082,132▲ $4,454,493
Unrestricted Net Assets$239,248$876,912▲ $637,664
Total Net Assets Fund Balance$1,866,887$6,959,044▲ $5,092,157
Total Liabilities and Net Assets / Fund Balance$2,054,448$7,115,666▲ $5,061,218

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,569$27,626$31,195
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wendy Chun-HoonCo-Exec. DirectorFT$130,779$13,269$144,048
Ellen BravoCo-Exec. DirectorFT$129,907$9,093$139,000
Suzette GardnerStaffFT$103,810$28,085$131,895
Carol JoynerStaffFT$115,925$9,683$125,608
Jenya E CassidyStaffFT$103,235$16,705$119,940

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$9,203,755
Program Service Revenue
$30,000
Investment Income
$23,335
Other Revenue
$2,867
All Other Contributions
$9,203,755
Change in Net Assets
$5,092,157

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,259,957
Revenue Not Reported on Form 990
$76,030
Total Revenue per Audited Statements
$9,335,987
Total Revenue per Form 990
$9,259,957
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,222,499
Salaries, Compensation, and Employee Benefits$1,226,129
Other Expenses$719,172
Total Fundraising Expense$271,408
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,222,499--$2,222,499
Other Salaries and Wages$439,003$182,918$109,750$731,671
Fees for Services Other$232,470$1,475$77,410$311,355
Current Officers, Directors, Trustees, and Key Employees$167,188$69,661$41,797$278,646
Fees for Services Management$48,401$55,000-$103,401
Other Employee Benefits$52,845$22,019$13,212$88,076
Conferences and Meetings$85,088--$85,088
Payroll Taxes$48,549$20,229$12,137$80,915
Travel$76,783--$76,783
Pension Plan Contributions$28,092$11,706$7,023$46,821
All Other Expenses$35,117--$35,117
Occupancy$10,653$5,247-$15,900
Information Technology$15,202--$15,202
Office Expenses$11,059--$11,059
Other Expenses$11,846-$10,079$10,079
Fees for Services Accounting$6,453$1,322-$7,775
Insurance$2,156$2,156-$4,312
Depreciation Depletion-$1,041-$1,041
Total Functional Expenses$3,523,618$372,774$271,408$4,167,800

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,243,830
Expenses per Audited Statements$4,167,800
Total Expenses per Form 990$4,167,800
Expenses Not Reported on Form 990$76,030
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
9to5 National Assoc of WorkingMilwaukee, WI501(c)(3)Promote policies to value families$497,500
Family Forward Education FundPortland, OR501(c)(3)Promote policies to value families$200,000
Coalition for Social JusticeFall River, MA501(c)(3)Promote policies to value families$150,000
Economic Opportunity InstituteSeattle, WA501(c)(3)Promote policies to value families$150,000
New York Paid Leave CoalitionNew York, NY501(c)(3)Promote policies to value families$137,500
Public Policy and Ed FundAlbany, NY501(c)(3)Promote policies to value families$132,500
New Jersey Citizen Action EduNewark, NJ501(c)(3)Promote policies to value families$105,000
Center FOR women and workRUTPiscataway, NJ501(c)(3)Promote policies to value families$75,000
Peoples Action InstituteChicago, IL501(c)(3)Promote policies to value families$75,000
CT Womens Ed & Legal FundHartford, CT501(c)(3)Promote policies to value families$70,000
Women EmployedChicago, IL501(c)(3)Promote policies to value families$65,000
Workers Defense Project IncAustin, TX501(c)(3)Promote policies to value families$65,000
9to5 Nat Assoc of WorkingMilwaukee, WI501(c)(3)Accounting/Management Services$60,000
Mothering JusticeRoyal Oak, MI501(c)(3)Promote policies to value families$55,000
Natl Hispanic CoalitionWashington, DC501(c)(3)Promote Policies to Value Families$50,000
North Carolina Justice CenterRaleigh, NC501(c)(3)Promote policies to value families$50,000
Pathways PA IncFolsom, PA501(c)(3)Promote policies to value families$50,000
Economic Progress InstituteProvidence, RI501(c)(3)Promote policies to value families$40,000
Maine Womens Policy CenterAugusta, ME501(c)(3)Promote policies to value families$35,000
Jobs Opportunities Task ForceBaltimore, MD501(c)(3)Promote policies to value families$33,333
IsaiahSt Paul, MN501(c)(3)Promote policies to value families$25,000
Take Action Minnesota Ed FunSt Paul, MN501(c)(3)Promote policies to value families$25,000
DC Jobs with JusticeWashington, DC501(c)(3)Promote policies to value families$20,000
Hawaii Childrens ActionHonolulu, HI501(c)(3)Promote Policies to Value Families$20,000
Jews United for JusticeWashington, DC501(c)(3)Promote policies to value families$20,000
Many Languages One Voice-MLOVWashington, DC501(c)(3)Promote policies to value families$20,000
Tides FoundationSan Francisco, CA501(c)(3)Promote policies to value families$20,000
Social Good FundWashington, DC501(c)(3)Promote Policies to Value Families$10,000
Public Justice CenterBaltimore, MD501(c)(3)Promote Policies to Value Families$8,333
United WorkersBaltimore, MD501(c)(3)Promote Policies to Value Families$8,333
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

9to5 National Association of Working Women, Inc served as a management service provider which oversee and handle all grants and expenses authorized by the Executive Director.

Form 990, Part VI, Line 11B: Form 990 Review Process

The management services submits an electronic version to the Executive Director and executive committee for their review and comments.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Family Values @ Work encourages informal efforts to resolve conflicts among staff members or between staff and board members. When such efforts fail the formal grievance procedures outlined in the grievance application shall be followed. There is an grievance application an employee or board member can file if they feel that they have been treated unfairly or inequitably by Family Values @ Work or by individuals acting on behalf of Family Values @ Work.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The Executive Director's compensation is set on an annual basis by the executive committee composed of three board members. The compensation amount is derived from comparing the market conditions and a review of the annual satisfactory work performance of the Executive Director. The same process of compensation review is for the Washington DC Director.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Upon request

Filing and Contact Details

Filer

Filer Name
Family Values at Work a Multi-state
EIN
27-0321696
Phone
4142740925
Address
207 E BUFFALO STREET, MILWAUKEE, WI 53202

Signing Officer

Name
Ellen Bravo
Title
Executive Director
Signed
2019-07-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ellen Bravo
Formed
2009
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
12
Employees
13
Volunteers
13

Preparer

Firm
Ritz Holman LLP
Address
330 E Kilbourn Ste 550, Milwaukee, WI 53202-3144
Preparer
Katy L Sommer
Phone
4142711451
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

The Organization is exempt from income tax under Section 501(c)(3) of the Internal Revenue Code and is classified as other than a private foundation. Management has reviewed all tax positions recognized in previously filed tax returns and those expected to be taken in future tax returns. As of December 31, 2018, the Organization had no amounts related to unrecognized income tax benefits and no amounts related to accrued interest and penalties. The Organization does not anticipate any significant changes to unrecognized income tax benefits over the next year.

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IRS990/Form990PartVIISectionAGrp/PersonNm8Blue Carreker
IRS990/Form990PartVIISectionAGrp/PersonNm9Deb Fastino
IRS990/Form990PartVIISectionAGrp/PersonNm10JUDITH MARQUEZ
IRS990/Form990PartVIISectionAGrp/PersonNm11Andrea Paluso
IRS990/Form990PartVIISectionAGrp/PersonNm12Ellen Bravo
IRS990/Form990PartVIISectionAGrp/PersonNm13Wendy Chun-Hoon
IRS990/Form990PartVIISectionAGrp/PersonNm14JENYA E CASSIDY
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IRS990/Form990PartVIISectionAGrp/PersonNm16Suzette Gardner
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0Current Year Facts and Circumstances: We continue to make significant progress on obtaining more public support for our organization. In 2018, we raised more than $96,000 from individual donors for contributions to FV@W writ large, an increase of nearly $6,000 over the previous year. The number of donors has nearly doubled - from 75 donors in 2016 to approximately 130 in 2018.Throughout the year, we worked to diversify our revenue streams. We secured a new $10,000 major donor, recruited 58 additional donors to support our work, obtained more than $7,500 in new corporate support, and we continued to receive support from the Fel-Pro Family Foundation and the Proteus Fund. We have over 60 prospective donors of high net worth that we are cultivating, and we held several events throughout 2018 to meet new donors and grow our base of support from individuals.We again held our largest fundraiser, the GameChanger Awards, in Washington, DC, with in-kind support from AFL-CIO. We have made this an annual event that will grow each year. In 2018, we brought in more than $40,000 in revenue from a number of current and new donors.We continue to increase our use of social media as tools in fundraising - eblasts, Facebook posts and Twitter. Peer-to-peer campaigns, leveraging our social media presence, has been particularly effective in bringing in new donors and additional funds to support our organization. Our Digital Director is analyzing metrics from these efforts and ways to boost them. Our Director of Development has outlined an individual donor base building strategy that will invest in building public support for our organization and our mission in 2019 and beyond. GrantsDuring 2018, we secured two gifts from Wellspring Philanthropic Fund, program support for $370,000 over two years and $500,000 over three years for general operating support. We received $15,000 from CityHealth - A Project of the de Beaumont Foundation and Kaiser Permanente. We received $8,000 in project support from the Hill Snowdon Foundation, as well as $50,000 from Irving Harris Foundation toward a new effort to engage with affordable child care advocates. Additionally, we were a finalist in the Chan Zuckerberg Initiative's Communities Thrive Challenge, which came with a $10,000 award.We regularly send Letters of Intent and Grant Proposals to private foundations on an annual basis. We have been invited to submit a proposal to the Heising-Simons Foundation for a $250,000 grant in 2019. Other new foundations we are building relationships with include the David and Lucile Packard Foundation, Kresge, the Alliance for Early Success, the Marguerite Casey Foundation, General Services Foundation, Pivotal, the Rockefeller Foundation, Nathan Cummings, Perigee, and a dozen other major foundations. Prior Year Facts and Circumstances: We made remarkable strides in garnering public support in 2017, and we continue to enhance and cultivate those efforts in 2018. In 2017, we raised more than $113,000 from individual donors for contributions to FV@W writ large, an increase of nearly $20,000 over the previous year. The number of donors also increased from approximately 90 in 2016 to over 144 in 2017 - a 60% increase.Throughout the year, we worked with a fundraising consulting firm in DC to help diversify our revenue streams. With their help, we secured increased support from Sheryl Sandberg ($50,000) and we continue to receive support from the Fel-Pro Family Foundation and the Proteus Fund. We have over 60 prospective donors of high net worth that we are cultivating, as we held several cultivation events throughout 2017 to meet new donors and grow our base of support from individuals.We again held our GameChanger Awards in Washington, DC, as a fundraiser, with in-kind support from AFL-CIO. We have made this an annual event that will grow each year.We continue to increase our use of social media as tools in fundraising - eblasts, Facebook posts and Twitter. Our Digital Director is ana
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