Civic Intelligence

Case Action Fund

990 • Fiscal year 2022 • EIN 45-4874128

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 12, 2023

Organization ProfileN/A
1021 S 7th AvenuePhoenix, AZ 85007

(213) 452-6565

Siviq Scores

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

Liabilities / Assets

77th percentile

0.40x

Higher debt load relative to assets than 77% of similar nonprofits.

2022 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.20x

Higher debt load relative to revenue than 56% of similar nonprofits.

2022 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2022

Net Margin

62nd percentile

15%

Higher net margin than 62% of similar nonprofits.

2022 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2022

Asset Growth

84th percentile

25%

Faster asset growth than 84% of similar nonprofits.

2022 filings • 501(c)4 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

91st percentile

115%

Faster revenue growth than 91% of similar nonprofits.

2022 filings • 501(c)4 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$3,469,267

Up $685,362 (+25%) from 2021

Net Assets

Up

$2,097,801

Up $450,705 (+27%) from 2021

Liabilities

Up

$1,371,466

Up $234,657 (+21%) from 2021

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin62nd percentile

Revenue

Up

$6,826,929

Up $3,651,440 (+115%) from 2021

Expenses

Up

$5,811,120

Up $2,311,612 (+66%) from 2021

Net Income

Up

$1,015,809

Up $1,339,828 (+414%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$6.0M$4.0M$2.0M$0Assets 2017: $4,721Liabilities 2017: $0Net Assets 2017: $4,7212017Assets 2018: $261,496Liabilities 2018: $0Net Assets 2018: $261,4962018Assets 2019: $156,467Liabilities 2019: $0Net Assets 2019: $156,4672019Assets 2020: $1,996,435Liabilities 2020: $25,320Net Assets 2020: $1,971,1152020Assets 2021: $2,783,905Liabilities 2021: $1,136,809Net Assets 2021: $1,647,0962021Assets 2022: $3,469,267Liabilities 2022: $1,371,466Net Assets 2022: $2,097,8012022Assets 2023: $2,662,127Liabilities 2023: $458,452Net Assets 2023: $2,203,6752023Assets 2024: $5,109,506Liabilities 2024: $2,435,753Net Assets 2024: $2,673,7532024

Highlighted filing

2022

Assets$3,469,267
Liabilities$1,371,466
Net Assets$2,097,801
Open 2022 Filing

Operations Trend

Revenue Growth91st percentile

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

$10M$5.0M$0-$5.0MRevenue 2017: $207,942Expenses 2017: $203,221Net Income 2017: $4,7212017Revenue 2018: $1,395,463Expenses 2018: $1,144,220Net Income 2018: $251,2432018Revenue 2019: $433,000Expenses 2019: $538,029Net Income 2019: -$105,0292019Revenue 2020: $4,009,188Expenses 2020: $2,194,541Net Income 2020: $1,814,6472020Revenue 2021: $3,175,489Expenses 2021: $3,499,508Net Income 2021: -$324,0192021Revenue 2022: $6,826,929Expenses 2022: $5,811,120Net Income 2022: $1,015,8092022Revenue 2023: $3,864,324Expenses 2023: $3,758,450Net Income 2023: $105,8742023Revenue 2024: $9,917,825Expenses 2024: $9,447,747Net Income 2024: $470,0782024

Highlighted filing

2022

Revenue$6,826,929
Expenses$5,811,120
Net Income$1,015,809
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 12, 2023
Return Version
2022v5.0
Gross Receipts
$6,826,929
Mission and Program Overview

Mission

Case action fund is a movement of young people and working families committed to achieving economic, social, and immigrant justice in arizona.

Promote economic, social, and immigrants justice.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,455,262$1,901,019▲ $445,757
Pledges and Grants Receivable$1,328,643$1,568,248▲ $239,605
Total Assets$2,783,905$3,469,267▲ $685,362
Liabilities
Accounts Payable and Accrued Expenses$1,136,809$1,371,466▲ $234,657
Total Liabilities$1,136,809$1,371,466▲ $234,657
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$565,110$2,097,801▲ $1,532,691
Net Assets With Donor Restrictions$1,081,986--
Total Net Assets Fund Balance$1,647,096$2,097,801▲ $450,705
Total Liabilities and Net Assets / Fund Balance$2,783,905$3,469,267▲ $685,362
Compensation and Service Providers
Top Officer Pay41st percentile

Board Members and Trustees

NameTitle
Susan MinatoChair
Rachel SulkesDirector
Brendan WalshExecutive Director
David WaidSecretary
Fred YamashitaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,061,900
Program Service Revenue
$1,762,065
Investment Income
$0
Other Revenue
$2,964
All Other Contributions
$5,061,900
Change in Net Assets
$1,015,809

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,826,929
Total Revenue per Audited Statements
$6,826,929
Total Revenue per Form 990
$6,826,929
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,286,527
Salaries, Compensation, and Employee Benefits$2,524,593
Total Fundraising Expense$172,476
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,474,101$50,492-$2,524,593
Travel$1,332,798--$1,332,798
Advertising$1,125,381--$1,125,381
Office Expenses$271,476$51,025$16,967$339,468
Fees for Services Other$146,587-$146,587$293,174
Information Technology$85,196$15,974$5,325$106,495
Insurance$57,554$10,791$3,597$71,942
Conferences and Meetings$9,019--$9,019
Other Expenses$8,250--$8,250
Total Functional Expenses$5,510,362$128,282$172,476$5,811,120

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,811,120
Total Expenses per Audited Statements$5,811,120
Total Expenses per Form 990$5,811,120
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
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 35% controlled entity
No
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
No
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
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Executive director brendan walsh is related to board secretary rachel sulkes per irs definition of familial relationship.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is sent to the officers for review and approval before it is filed.”

Form 990, Part VI, Section B, Line 12C

“At each board and committee meeting, if there is a discussion of selecting or engaging a vendor or service provider, all in attendance are asked to recuse themselves from the discussion if there could be a perceive conflict. Annually, the organization reviews and discusses the conflict of interest policy and requests that each board member list and acknowledge any known conflicts.”

Form 990, Part VI, Section C, Line 19

“Documents are avaialble upon request”

Filing and Contact Details

Filer

Filer Name
Worker Power
EIN
45-4874128
Phone
2134526565
Address
1021 S 7TH AVENUE, PHOENIX, AZ 85007

Signing Officer

Name
Brendan Walsh
Title
Executive Director
Phone
2134526565
Signed
2023-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brendan Walsh
Formed
2012
Legal Domicile
Az
Voting Board Members
4
Independent Board Members
4
Employees
241

Preparer

Firm
Alta CPA Group
Address
59 Franklin St 2nd Floor, Annapolis, MD 21401
Preparer
Jeffrey Griffith
Phone
4103495101
Supplemental Narrative

Additional Explanations

Form 990, Part X, Line 7-10

“The organization is in a common paymaster relationship with another organization,worker power, due to the concurrent employment of more than 30 of its employees. Worker power institute is the employer of record filing all pertinent tax documents on a quarterly and annual basis as needed including making required tax deposits. Per irs regulations, the salaries, wages, benefits and taxes attributable to worker power are reported on part ix, lines 7-10 on their 990 filing and excluded from the filing of worker power institute.”

Form 990, Part XI, Line 8

“The prior period adjustment of 565,104 to correct assets to the prior year audit.”

Financial Statement Notes

X 2

“Worker power is exempt from income tax under irc section 501c4, though it is subject to tax on income unrelated to its exempt purpose, unless that income is otherwise excluded by the code. There was no unrelated business income for the year ended december 31, 2022.worker power has processes presently in place to ensure the maintenance of its tax-exempt status to identify and report unrelated income to determine its filing and tax obligations in jurisdictions for which it has nexus and to identify and evaluate other matters that may be considered tax positions. The fund has determined that there are no uncertain tax positions that require recognition or disclosure in the financial statements. The fund income tax filings are subject to audit by the irs, generally for three years after filing.”

Raw XML Appendix350 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0WORKER POWER IS EXEMPT FROM INCOME TAX UNDER IRC SECTION 501C4, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THERE WAS NO UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2022.WORKER POWER HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS TO IDENTIFY AND REPORT UNRELATED INCOME TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE FUND HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FUND INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY THE IRS, GENERALLY FOR THREE YEARS AFTER FILING.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS SENT TO THE OFFICERS FOR REVIEW AND APPROVAL BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AT EACH BOARD AND COMMITTEE MEETING, IF THERE IS A DISCUSSION OF SELECTING OR ENGAGING A VENDOR OR SERVICE PROVIDER, ALL IN ATTENDANCE ARE ASKED TO RECUSE THEMSELVES FROM THE DISCUSSION IF THERE COULD BE A PERCEIVE CONFLICT. ANNUALLY, THE ORGANIZATION REVIEWS AND DISCUSSES THE CONFLICT OF INTEREST POLICY AND REQUESTS THAT EACH BOARD MEMBER LIST AND ACKNOWLEDGE ANY KNOWN CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAIALBLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION IS IN A COMMON PAYMASTER RELATIONSHIP WITH ANOTHER ORGANIZATION,WORKER POWER, DUE TO THE CONCURRENT EMPLOYMENT OF MORE THAN 30 OF ITS EMPLOYEES. WORKER POWER INSTITUTE IS THE EMPLOYER OF RECORD FILING ALL PERTINENT TAX DOCUMENTS ON A QUARTERLY AND ANNUAL BASIS AS NEEDED INCLUDING MAKING REQUIRED TAX DEPOSITS. PER IRS REGULATIONS, THE SALARIES, WAGES, BENEFITS AND TAXES ATTRIBUTABLE TO WORKER POWER ARE REPORTED ON PART IX, LINES 7-10 ON THEIR 990 FILING AND EXCLUDED FROM THE FILING OF WORKER POWER INSTITUTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PRIOR PERIOD ADJUSTMENT OF 565,104 TO CORRECT ASSETS TO THE PRIOR YEAR AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XI, Line 8
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey Griffith
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ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,469,267
Liabilities
$1,371,466
Net assets
$2,097,801
Revenue
$6,826,929
Expenses
$5,811,120
Net income
$1,015,809
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.11$2.44$2.67$9.92$9.45$0.47
2023Detailed filing. Detailed filing data is available for this year.$2.66$0.46$2.20$3.86$3.76$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.47$1.37$2.10$6.83$5.81$1.02
2021Detailed filing. Detailed filing data is available for this year.$2.78$1.14$1.65$3.18$3.50$0.32
2020Detailed filing. Detailed filing data is available for this year.$2.00$0.03$1.97$4.01$2.19$1.81
2019Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.43$0.54$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$1.40$1.14$0.25
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.21$0.20$0.00