Civic Intelligence

Workers Defense Action Fund

990 • Fiscal year 2017 • EIN 46-4242654

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 10, 2018

5604 Manor RoadAustin, TX 78723

(512) 391-2305

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.04x

Higher debt load relative to assets than 53% of similar nonprofits.

2017 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.03x

Higher debt load relative to revenue than 47% of similar nonprofits.

2017 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2017

Net Margin

90th percentile

47%

Higher net margin than 90% of similar nonprofits.

2017 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

91st percentile

$100,373

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 19.8% of source-year revenue.

2017 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2017

Asset Growth

98th percentile

133%

Faster asset growth than 98% of similar nonprofits.

2017 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

135%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$314,552

Up $179,402 (+133%) from 2016

Net Assets

Up

$301,249

Up $238,210 (+378%) from 2016

Liabilities

Down

$13,303

Down $58,808 (-82%) from 2016

Revenue

Up

$506,501

Up $291,195 (+135%) from 2016

Expenses

Up

$268,291

Up $100,426 (+60%) from 2016

Net Income

Up

$238,210

Up $190,769 (+402%) from 2016

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $10,000Liabilities 2013: $02013Assets 2014: $448,197Liabilities 2014: $320,898Net Assets 2014: $127,2992014Assets 2015: $40,526Liabilities 2015: $24,928Net Assets 2015: $15,5982015Assets 2016: $135,150Liabilities 2016: $72,111Net Assets 2016: $63,0392016Assets 2017: $314,552Liabilities 2017: $13,303Net Assets 2017: $301,2492017Assets 2018: $429,463Liabilities 2018: $229,308Net Assets 2018: $200,1552018Assets 2019: $393,233Liabilities 2019: $184,407Net Assets 2019: $208,8262019Assets 2020: $674,704Liabilities 2020: $62,620Net Assets 2020: $612,0842020Assets 2021: $1,150,682Liabilities 2021: $132,305Net Assets 2021: $1,018,3772021Assets 2022: $1,261,552Liabilities 2022: $125,676Net Assets 2022: $1,135,8762022Assets 2023: $944,999Liabilities 2023: $161,585Net Assets 2023: $783,4142023Assets 2024: $1,599,553Liabilities 2024: $195,682Net Assets 2024: $1,403,8712024

Highlighted filing

2017

Assets$314,552
Liabilities$13,303
Net Assets$301,249

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2013: $10,000Expenses 2013: $0Net Income 2013: $10,0002013Revenue 2014: $513,462Expenses 2014: $396,163Net Income 2014: $117,2992014Revenue 2015: $104,960Expenses 2015: $216,661Net Income 2015: -$111,7012015Revenue 2016: $215,306Expenses 2016: $167,865Net Income 2016: $47,4412016Revenue 2017: $506,501Expenses 2017: $268,291Net Income 2017: $238,2102017Revenue 2018: $833,589Expenses 2018: $934,683Net Income 2018: -$101,0942018Revenue 2019: $466,181Expenses 2019: $457,510Net Income 2019: $8,6712019Revenue 2020: $1,023,433Expenses 2020: $620,175Net Income 2020: $403,2582020Revenue 2021: $1,880,062Expenses 2021: $1,473,769Net Income 2021: $406,2932021Revenue 2022: $1,356,053Expenses 2022: $1,238,554Net Income 2022: $117,4992022Revenue 2023: $933,980Expenses 2023: $1,286,442Net Income 2023: -$352,4622023Revenue 2024: $872,577Expenses 2024: $1,042,749Net Income 2024: -$170,1722024

Highlighted filing

2017

Revenue$506,501
Expenses$268,291
Net Income$238,210
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 10, 2018
Return Version
2017v2.2
Gross Receipts
$506,501
Mission and Program Overview

Mission

Workers defense action fund is a member-led organization that mobilizes latine voters in texas to build governing power and fight for worker and immigrant justice.

We seek to build a long-lasting infrastructure that will engage working texans in electoral and legislative activities that affect their quality of life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$128,774$307,953▲ $179,179
Prepaid Expenses and Deferred Charges$6,376$6,599▲ $223
Total Assets$135,150$314,552▲ $179,402
Liabilities
Accounts Payable and Accrued Expenses$72,111$13,303▼ $58,808
Total Liabilities$72,111$13,303▼ $58,808
Net Assets / Fund Balance
Unrestricted Net Assets$63,039$301,249▲ $238,210
Total Net Assets Fund Balance$63,039$301,249▲ $238,210
Total Liabilities and Net Assets / Fund Balance$135,150$314,552▲ $179,402
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Jose GarzaExecutive DirectorPT$100,373$100,373

Board Members and Trustees

NameTitle
Louis MalfaroPresident
Derrick OsobaseBoard Member
Jeff RotkoffBoard Member
Joe HamillBoard Member
Valeria BenavidezBoard Member
Emily TimmSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$506,501
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$188,935
Change in Net Assets
$238,210

Audited Revenue Reconciliation

Revenue per Audited Statements
$506,501
Total Revenue per Audited Statements
$506,501
Total Revenue per Form 990
$506,501
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$202,713
Other Expenses$65,578
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$165,382$18,375$0$183,757
Payroll Taxes$13,265$1,474$0$14,739
Travel$12,242$1,360$0$13,602
Office Expenses$11,592$512$0$12,104
Conferences and Meetings$9,365$1,041$0$10,406
Fees for Services Other$9,776$0$0$9,776
Fees for Services Accounting$8,677$0$0$8,677
Insurance$7,725$858$0$8,583
Other Employee Benefits$3,796$421$0$4,217
Information Technology$1,538$0$0$1,538
Fees for Services Legal$511$0$0$511
Occupancy$343$38$0$381
Total Functional Expenses$244,212$24,079$0$268,291

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$268,291
Total Expenses per Audited Statements$268,291
Total Expenses per Form 990$268,291
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
Yes
Lobbying activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$11,837
Section 527 Activity Spending$11,837
Total Exempt Function Spending$11,837
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Workers Defense Action Fund
EIN
46-4242654
Phone
5123912305
Address
5604 MANOR ROAD, AUSTIN, TX 78723

Signing Officer

Name
Jose Garza
Title
Executive Director
Phone
5123912305
Signed
2018-07-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jose Garza
Formed
2013
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
6
Employees
2
Volunteers
100

Preparer

Firm
Allman & Associates Inc
Address
9600 Great Hills Trail Suite 150W, Austin, TX 78759
Preparer
Peter L Allman CPA
Phone
5125023077
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The organization provides the form 990 to the board of directors prior to its filing.

Pt VI, Line 12C

The conflict of interest policy is monitored annually at the strategic planning session where all board members are present.

Pt VI, Line 15A

All employees work for the workers defense project. This organization has a cost sharing agreement with the workers defense project and reimburses that organization for employee costs. The workers defense project has established the compensation levels for its employees by reviewing five other organization's policies that are in similar field and located in the same region.

Pt VI, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are available upon request.

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PROVIDES THE FORM 990 TO THE BOARD OF DIRECTORS PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS MONITORED ANNUALLY AT THE STRATEGIC PLANNING SESSION WHERE ALL BOARD MEMBERS ARE PRESENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL EMPLOYEES WORK FOR THE WORKERS DEFENSE PROJECT. THIS ORGANIZATION HAS A COST SHARING AGREEMENT WITH THE WORKERS DEFENSE PROJECT AND REIMBURSES THAT ORGANIZATION FOR EMPLOYEE COSTS. THE WORKERS DEFENSE PROJECT HAS ESTABLISHED THE COMPENSATION LEVELS FOR ITS EMPLOYEES BY REVIEWING FIVE OTHER ORGANIZATION'S POLICIES THAT ARE IN SIMILAR FIELD AND LOCATED IN THE SAME REGION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd078723
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0317566
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1160939
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0WORKERS DEFENSE PROJECT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1WORKERS DEFENSE PROJECT
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0c
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1p
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0135150
IRS990/TotalAssetsEOYAmt0314552
IRS990/TotalAssetsGrp/BOYAmt0135150
IRS990/TotalAssetsGrp/EOYAmt0314552
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0506501
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt024079
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0244212
IRS990/TotalFunctionalExpensesGrp/TotalAmt0268291
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt072111
IRS990/TotalLiabilitiesEOYAmt013303
IRS990/TotalLiabilitiesGrp/BOYAmt072111
IRS990/TotalLiabilitiesGrp/EOYAmt013303
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt063039
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0301249
IRS990/TotalOtherCompensationAmt06058
IRS990/TotalProgramServiceExpensesAmt0244212
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0506501
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0135150
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0314552
IRS990/TotReportableCompRltdOrgAmt094315
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt01360
IRS990/TravelGrp/ProgramServicesAmt012242
IRS990/TravelGrp/TotalAmt013602
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt063039
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0301249
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05604 MANOR ROAD
IRS990/USAddress/CityNm0AUSTIN
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078723
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.WDACTIONFUND.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSE GARZA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05123912305
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WORKERS DEFENSE ACTION FUND
ReturnHeader/Filer/BusinessNameControlTxt0WORK
ReturnHeader/Filer/EIN0464242654
ReturnHeader/Filer/PhoneNum05123912305
ReturnHeader/Filer/USAddress/AddressLine1Txt05604 MANOR ROAD
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078723
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DD3EF3096A24C31EF7A969B327B772EA5418659E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DD3EF3096A24C31EF7A969B327B772EA5418659E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.114.136.169
ReturnHeader/FilingSecurityInformation/IPDt02018-07-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:53:38
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Allman & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09600 Great Hills Trail Suite 150W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Austin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078759
ReturnHeader/PreparerPersonGrp/PhoneNum05125023077
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER L ALLMAN CPA
ReturnHeader/ReturnTs02018-07-10T13:53:43-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.20$1.40$0.87$1.04$0.17
2023Summary only. Only limited summary data is available for this year.$0.94$0.16$0.78$0.93$1.29$0.35
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.13$1.14$1.36$1.24$0.12
2021Summary only. Only limited summary data is available for this year.$1.15$0.13$1.02$1.88$1.47$0.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.06$0.61$1.02$0.62$0.40
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.18$0.21$0.47$0.46$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.23$0.20$0.83$0.93$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.31$0.01$0.30$0.51$0.27$0.24
2016Summary only. Only limited summary data is available for this year.$0.14$0.07$0.06$0.22$0.17$0.05
2015Summary only. Only limited summary data is available for this year.$0.04$0.02$0.02$0.10$0.22$0.11
2014Summary only. Only limited summary data is available for this year.$0.45$0.32$0.13$0.51$0.40$0.12
2013Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$0.00$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)4 • $500k-$1M nonprofits