Civic Intelligence

Workers Defense Action Fund

990 • Fiscal year 2019 • EIN 46-4242654

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 08, 2020

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

90th percentile

0.47x

Higher debt load relative to assets than 90% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

89th percentile

0.40x

Higher debt load relative to revenue than 89% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

47th percentile

1.9%

Higher net margin than 47% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Top Officer Pay

98th percentile

$105,379

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 22.6% of source-year revenue.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

28th percentile

-8.4%

Faster asset growth than 28% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-44%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$393,233

Down $36,230 (-8.4%) from 2018

Net Assets

Up

$208,826

Up $8,671 (+4.3%) from 2018

Liabilities

Down

$184,407

Down $44,901 (-20%) from 2018

Revenue

Down

$466,181

Down $367,408 (-44%) from 2018

Expenses

Down

$457,510

Down $477,173 (-51%) from 2018

Net Income

Up

$8,671

Up $109,765 (+109%) from 2018

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

2019

Assets$393,233
Liabilities$184,407
Net Assets$208,826

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

2019

Revenue$466,181
Expenses$457,510
Net Income$8,671
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 8, 2020
Return Version
2019v5.1
Gross Receipts
$466,181
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$395,285$358,978▼ $36,307
Accounts Receivable$27,446$27,446→ $0
Prepaid Expenses and Deferred Charges$6,732$6,809▲ $77
Total Assets$429,463$393,233▼ $36,230
Liabilities
Accounts Payable and Accrued Expenses$229,308$184,407▼ $44,901
Total Liabilities$229,308$184,407▼ $44,901
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$194,895$208,826▲ $13,931
Net Assets With Donor Restrictions$5,260--
Total Net Assets Fund Balance$200,155$208,826▲ $8,671
Total Liabilities and Net Assets / Fund Balance$429,463$393,233▼ $36,230
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Jose GarzaCo-executive DirectorPT$105,379$105,379
Emily TimmCo-executive DirectorPT$93,649$93,649

Board Members and Trustees

NameTitle
Louis MalfaroPresident
Emmy RuizBoard Member
Jeff RotkoffBoard Member
Jorge LopezBoard Member
Valeria BenavidezBoard Member
Yvonne GuttierezBoard Member
Joe HamillSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$466,181
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$169,458
Change in Net Assets
$8,671

Audited Revenue Reconciliation

Revenue per Audited Statements
$466,181
Total Revenue per Audited Statements
$466,181
Total Revenue per Form 990
$466,181
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$333,339
Other Expenses$88,171
Grants and Similar Amounts Paid$36,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$275,008$0$0$275,008
Grants to Domestic Orgs$36,000--$36,000
Other Employee Benefits$32,712$0$0$32,712
Payroll Taxes$25,619$0$0$25,619
Fees for Services Legal$17,163$6,863$0$24,026
Office Expenses$8,353$10,313$0$18,666
Fees for Services Accounting$8,366$3,346$0$11,712
Travel$10,975$718$0$11,693
Insurance$463$8,449$0$8,912
Fees for Services Other$3,455$4,712$0$8,167
Conferences and Meetings$4,921$74$0$4,995
Total Functional Expenses$423,035$34,475$0$457,510

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$457,510
Total Expenses per Audited Statements$457,510
Total Expenses per Form 990$457,510
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Texas Business FirstDallas, TX-Grant$26,000
The Fairness ProjectWashington, DC-Grant$10,000
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
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$55,849
Section 527 Activity Spending$55,849
Total Exempt Function Spending$55,849
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
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
Louis Malfaro
Title
President
Phone
5123912305
Signed
2020-07-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jose Garza
Formed
2013
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
7
Employees
9
Volunteers
100

Preparer

Firm
Allman & Associates Inc
Address
9600 Great Hills Trail Suite 150W, Austin, TX 78759
Preparer
Peter L Allman CPA
Phone
5125073022
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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IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I-A Line 1
IRS990ScheduleC/TotalExemptFunctionExpendAmt055849
IRS990ScheduleC/VolunteerHoursCnt020
IRS990ScheduleD/ExpensesSubtotalAmt0457510
IRS990ScheduleD/RevenueSubtotalAmt0466181
IRS990ScheduleD/TotalExpensesPerForm990Amt0457510
IRS990ScheduleD/TotalRevenuePerForm990Amt0466181
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0466181
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0457510
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt126000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GRANT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE FAIRNESS PROJECT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1TEXAS BUSINESS FIRST
IRS990ScheduleI/RecipientTable/RecipientEIN0371779557
IRS990ScheduleI/RecipientTable/RecipientEIN1111111111
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01342 FLORIDA AVE NW
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11999 BRYAN ST STE 900
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WASHINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1DALLAS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0DC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd020009
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd175201
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WORKERS DEFENSE PROJECT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0352296166
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EMPOWERS LOW-INCOME WORKERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt05604 MANOR ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0AUSTIN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
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/InvolvedAmt0296723
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1284332
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0429463
IRS990/TotalAssetsEOYAmt0393233
IRS990/TotalAssetsGrp/BOYAmt0429463
IRS990/TotalAssetsGrp/EOYAmt0393233
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0466181
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt034475
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0423035
IRS990/TotalFunctionalExpensesGrp/TotalAmt0457510
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0229308
IRS990/TotalLiabilitiesEOYAmt0184407
IRS990/TotalLiabilitiesGrp/BOYAmt0229308
IRS990/TotalLiabilitiesGrp/EOYAmt0184407
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0200155
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0208826
IRS990/TotalOtherCompensationAmt015906
IRS990/TotalProgramServiceExpensesAmt0423035
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0466181
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0429463
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0393233
IRS990/TotReportableCompRltdOrgAmt0183122
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0718
IRS990/TravelGrp/ProgramServicesAmt010975
IRS990/TravelGrp/TotalAmt011693
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05604 MANOR ROAD
IRS990/USAddress/CityNm0AUSTIN
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078723
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.WDACTIONFUND.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LOUIS MALFARO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05123912305
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WORKERS DEFENSE ACTION FUND
ReturnHeader/Filer/BusinessNameControlTxt0WORK
ReturnHeader/Filer/EIN0464242654
ReturnHeader/Filer/PhoneNum05123912305

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
2019Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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