Civic Intelligence

Case Action Fund

990 • Fiscal year 2023 • EIN 45-4874128

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

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

68th percentile

0.17x

Higher debt load relative to assets than 68% of similar nonprofits.

2023 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.12x

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

2023 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2023

Net Margin

38th percentile

2.7%

Higher net margin than 38% of similar nonprofits.

2023 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

61st percentile

$0

Higher top officer pay than 61% of similar nonprofits.

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

2023 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2023

Asset Growth

6th percentile

-23%

Faster asset growth than 6% of similar nonprofits.

2023 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-43%

Faster revenue growth than 8% of similar nonprofits.

2023 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$2,662,127

Down $807,140 (-23%) from 2022

Net Assets

Up

$2,203,675

Up $105,874 (+5.0%) from 2022

Liabilities

Down

$458,452

Down $913,014 (-67%) from 2022

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin38th percentile

Revenue

Down

$3,864,324

Down $2,962,605 (-43%) from 2022

Expenses

Down

$3,758,450

Down $2,052,670 (-35%) from 2022

Net Income

Down

$105,874

Down $909,935 (-90%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2023

Assets$2,662,127
Liabilities$458,452
Net Assets$2,203,675
Open 2023 Filing

Operations Trend

Revenue Growth8th 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

2023

Revenue$3,864,324
Expenses$3,758,450
Net Income$105,874
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
Gross Receipts
$3,864,324
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
Pledges and Grants Receivable$1,568,248$1,846,675▲ $278,427
Cash and Non-Interest-Bearing Accounts$1,901,019$815,452▼ $1,085,567
Total Assets$3,469,267$2,662,127▼ $807,140
Liabilities
Accounts Payable and Accrued Expenses$1,371,466$458,452▼ $913,014
Total Liabilities$1,371,466$458,452▼ $913,014
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,097,801$2,203,675▲ $105,874
Total Net Assets Fund Balance$2,097,801$2,203,675▲ $105,874
Total Liabilities and Net Assets / Fund Balance$3,469,267$2,662,127▼ $807,140
Compensation and Service Providers
Top Officer Pay61st percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$1,443,458
Program Service Revenue
$2,411,024
Investment Income
$0
Other Revenue
$9,842
All Other Contributions
$1,443,458
Change in Net Assets
$105,874

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,864,324
Total Revenue per Audited Statements
$3,864,324
Total Revenue per Form 990
$3,864,324
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,021,166
Other Expenses$1,737,284
Total Fundraising Expense$54,077
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,400,721$302,309$42,179$1,745,209
Advertising$638,060$33,911-$671,971
Fees for Services Other$294,851$131,057-$425,908
Information Technology$222,391$63,893-$286,284
Payroll Taxes$181,072--$181,072
Occupancy$71,335$27,189-$98,524
Pension Plan Contributions$94,885--$94,885
Travel$39,281$38,808$11,318$89,407
Fees for Services Accounting$54,614--$54,614
Office Expenses$3,982$44,880$14$48,876
Insurance$1$31,210-$31,211
Other Expenses$18,514$356$166$19,036
Conferences and Meetings$348$3,776$400$4,524
Total Functional Expenses$3,026,984$677,389$54,077$3,758,450

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,758,450
Total Expenses per Audited Statements$3,758,450
Total Expenses per Form 990$3,758,450
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
2024-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brendan Walsh
Formed
2012
Legal Domicile
Az
Voting Board Members
3
Independent Board Members
3
Employees
251
Volunteers
4

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.”

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, 2023 .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 Appendix377 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, 2023 .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/ExplanationTxt0EXECUTIVE DIRECTOR BRENDAN WALSH IS RELATED TO BOARD SECRETARY RACHEL SULKES PER IRS DEFINITION OF FAMILIAL RELATIONSHIP.
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/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part X, Line 7-10
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IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt135728
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt21156291
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0DIRECT COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1DIRECT COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2DIRECT COST
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IRS990/TotalFunctionalExpensesGrp/TotalAmt03758450
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IRS990/TravelGrp/FundraisingAmt011318
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IRS990/TravelGrp/TotalAmt089407
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01021 S 7TH AVENUE
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0BRENDAN WALSH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02134526565
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0821650312
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Alta CPA Group
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt059 Franklin St 2nd Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Annapolis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021401
ReturnHeader/PreparerPersonGrp/PhoneNum04103495101
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey Griffith
ReturnHeader/ReturnTs02024-11-13T04:43:13-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,662,127
Liabilities
$458,452
Net assets
$2,203,675
Revenue
$3,864,324
Expenses
$3,758,450
Net income
$105,874
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