Civic Intelligence

Powerswitch Action

990 • Fiscal year 2016 • EIN 71-0914032

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 11, 2017

1939 Harrison St Ste 150Oakland, CA 94612

(510) 201-0081

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.11x

Higher debt load relative to assets than 42% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

34th percentile

0.09x

Higher debt load relative to revenue than 34% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

86th percentile

30%

Higher net margin than 86% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

95th percentile

71%

Faster asset growth than 95% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

95th percentile

104%

Faster revenue growth than 95% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Up

$4,358,855

Up $1,816,888 (+71%) from 2015

Net Assets

Up

$3,868,499

Up $1,597,120 (+70%) from 2015

Liabilities

Up

$490,356

Up $219,768 (+81%) from 2015

Revenue

Up

$5,274,870

Up $2,690,792 (+104%) from 2015

Expenses

Up

$3,677,750

Up $1,409,769 (+62%) from 2015

Net Income

Up

$1,597,120

Up $1,281,023 (+405%) from 2015

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $2,059,381Liabilities 2010: $60,726Net Assets 2010: $1,998,6552010Assets 2011: $2,346,167Liabilities 2011: $142,034Net Assets 2011: $2,204,1332011Assets 2012: $2,365,615Liabilities 2012: $36,044Net Assets 2012: $2,329,5712012Assets 2013: $2,287,666Liabilities 2013: $81,928Net Assets 2013: $2,205,7382013Assets 2014: $2,065,665Liabilities 2014: $110,383Net Assets 2014: $1,955,2822014Assets 2015: $2,541,967Liabilities 2015: $270,588Net Assets 2015: $2,271,3792015Assets 2016: $4,358,855Liabilities 2016: $490,356Net Assets 2016: $3,868,4992016Assets 2017: $2,226,222Liabilities 2017: $440,426Net Assets 2017: $1,785,7962017Assets 2018: $2,692,410Liabilities 2018: $125,826Net Assets 2018: $2,566,5842018Assets 2019: $4,161,040Liabilities 2019: $195,969Net Assets 2019: $3,965,0712019Assets 2021: $19,442,233Liabilities 2021: $671,847Net Assets 2021: $18,770,3862021Assets 2022: $21,812,498Liabilities 2022: $797,947Net Assets 2022: $21,014,5512022Assets 2024: $23,927,893Liabilities 2024: $620,943Net Assets 2024: $23,306,9502024

Highlighted filing

2016

Assets$4,358,855
Liabilities$490,356
Net Assets$3,868,499

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $1,176,4532010Expenses 2011: $2,330,9982011Expenses 2012: $1,959,5522012Revenue 2013: $2,060,371Expenses 2013: $2,184,204Net Income 2013: -$123,8332013Revenue 2014: $2,343,470Expenses 2014: $2,593,926Net Income 2014: -$250,4562014Revenue 2015: $2,584,078Expenses 2015: $2,267,981Net Income 2015: $316,0972015Revenue 2016: $5,274,870Expenses 2016: $3,677,750Net Income 2016: $1,597,1202016Revenue 2017: $4,658,818Expenses 2017: $4,716,521Net Income 2017: -$57,7032017Revenue 2018: $5,235,243Expenses 2018: $4,454,455Net Income 2018: $780,7882018Revenue 2019: $6,451,311Expenses 2019: $5,052,824Net Income 2019: $1,398,4872019Revenue 2021: $13,398,955Expenses 2021: $8,924,468Net Income 2021: $4,474,4872021Revenue 2022: $12,685,553Expenses 2022: $10,441,388Net Income 2022: $2,244,1652022Revenue 2024: $12,575,509Expenses 2024: $11,324,650Net Income 2024: $1,250,8592024

Highlighted filing

2016

Revenue$5,274,870
Expenses$3,677,750
Net Income$1,597,120
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 11, 2017
Return Version
2016v3.0
Gross Receipts
$5,274,870
Mission and Program Overview

Mission

The Organization develops and promotes innovative strategies to build community power and reshape regional economies to transform the lives of workers and communities. The Organization forms alliances with environmental, labor, faith-based and civil rights organizations that allow them to connect with workers and communities to help make it possible to create quality jobs, affordable housing, shared prosperity and a healthy environment.

The Partnership develops and promotes innovative strategies to build community power and reshape regional economies to transform the lives of workers and communities. The Partnership forms alliances with environmental, labor, faith-based, and civil rights organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$688,900$2,240,185▲ $1,551,285
Cash and Non-Interest-Bearing Accounts$781,136$1,646,121▲ $864,985
Savings and Temporary Cash Investments$1,050,780$451,614▼ $599,166
Land, Buildings, and Equipment, Net$11,785$11,599▼ $186
Prepaid Expenses and Deferred Charges$9,366$4,336▼ $5,030
Accounts Receivable-$0-
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-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,541,967$4,358,855▲ $1,816,888
Other Assets Total-$5,000-
Liabilities
Accounts Payable and Accrued Expenses$145,588$490,356▲ $344,768
Grants Payable$125,000--
Total Liabilities$270,588$490,356▲ $219,768
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,377,317$3,361,992▲ $1,984,675
Unrestricted Net Assets$894,062$506,507▼ $387,555
Total Net Assets Fund Balance$2,271,379$3,868,499▲ $1,597,120
Total Liabilities and Net Assets / Fund Balance$2,541,967$4,358,855▲ $1,816,888

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,599$11,332$22,931
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nikki Fortunato BasExecutive DirectorFT$138,255$6,373$144,628
Donald CohenDirecter, ITPIFT$121,500$6,200$127,700
Benjamin BeachLegal DirectorFT$104,788$5,087$109,875
John Hays WittDeputy DirectorFT$101,433$5,008$106,441

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$5,252,143
Program Service Revenue
$10,850
Investment Income
$2,656
Other Revenue
$9,221
All Other Contributions
$5,252,143
Change in Net Assets
$1,597,120

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,274,870
Revenue Not Reported on Form 990
$112,500
Total Revenue per Audited Statements
$5,387,370
Total Revenue per Form 990
$5,274,870
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,611,625
Grants and Similar Amounts Paid$1,537,880
Other Expenses$527,565
Total Fundraising Expense$112,208
Professional Fundraising Fees$680

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,537,880--$1,537,880
Other Salaries and Wages$1,062,437$101,637$36,006$1,200,080
Fees for Services Other$163,064$10,125$247$173,436
Other Employee Benefits$110,957$13,970$8,334$133,261
Current Officers, Directors, Trustees, and Key Employees$51,682$32,301$45,223$129,206
Travel$107,341$9,971$6,498$123,810
Payroll Taxes$84,686$10,389$6,165$101,240
Occupancy$67,143$7,151$3,237$77,531
Pension Plan Contributions$44,322$2,657$859$47,838
Conferences and Meetings$34,413$9,445$2,231$46,089
Fees for Services Accounting-$30,480-$30,480
Office Expenses$16,610$2,296$530$19,436
Information Technology$14,011$1,700$606$16,317
Advertising$6,004$885$367$7,256
Insurance-$5,217-$5,217
Fees for Services Legal$185$4,601-$4,786
Depreciation Depletion$3,975$530$241$4,746
Fees for Services Professional Fundraising--$680$680
Other Expenses$10$13$50$23
Total Functional Expenses$3,319,368$246,174$112,208$3,677,750

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,790,250
Expenses per Audited Statements$3,677,750
Total Expenses per Form 990$3,677,750
Expenses Not Reported on Form 990$112,500
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Working Partnerships USASan Jose, CA501c3Voice & influence initiative$350,000
Center on Policy InitiativesSan Diego, CA501c3General support/V&I initiative$250,000
Georgia Stand-UpAtlanta, GA501c3Civic engagement/gen support$170,000
EB Alliance Sustainable EconOakland, CA501c3Voice & influence initiative$150,250
Central Coast Alliance UnitedVentura, CA501c3Voice & influence initiative$150,000
LA Alliance for a New EconomyLos Angeles, CA501c3Voice & influence initiat$150,000
OccordGarden Grove, CA501c3Voice & influence initiative$150,000
Puget Sound SAGESeattle, WA501c3General support$75,000
Workers Defense ProjectAustin, TX501c3Inclusive economies project$40,000
FrescWheat Ridge, CO501c3Civic engagement$20,000
Central AZ Sustainable EconPhoeniz, AZ501c3Civic engagement$10,300
PowerPhiladelphia, PA501c3Civic engagement$10,300
Pittsburgh UnitedAlleghenyWest, PA501c3Civic engagement$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$680
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Derecka MehrensBoard DirectorsGrant to AffiliateNo$350,000
Clare CrawfordBoard DirectorsGrant to affiliateNo$250,000
Deborah ScottBoard DirectorsGrant to AffiliateNo$170,000
Kate O'HaraBoard DirectorsGrant to AffiliateNo$150,250
Maricela MoralesBoard DirectorsGrant to affiliateNo$150,000
Shakeel SyedBoard DirectorsGrant to AffiliateNo$150,000
Rebecca SaldanaBoard DirectorsGrant to AffiliateNo$75,000
Felicia GriffinBoard DirectorsGrant to AffiliateNo$20,000
Brendan WalshBoard DirectorsGrant to affiliateNo$10,300
Gregory HolstonBoard DirectorsGrant to AffiliateNo$10,300
Barney OurslerBoard DirectorsGrant to AffiliateNo$10,000

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
Yes
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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

The Board consists of one to two members of each affiliate organization, meaning that some Board members may have a working relationship with one other Board member.

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

Executive Committee reviews and approves the final version of the 990 prior to its submission annually.

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

Board members are required to sign a Conflict of Interest Statement annually affirming they have read and understand the Conflict of Interest Policy.

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

The board directed the staff to compile comparable salaries of Executive Directors of ally organizations. The board reviewed this data, and authorized the board vice chair to make an offer to the ED candidate. The hiring decision is noted in the October 30, 2013 board minutes, negotiations were documented in an email dated November 4, 2013 from the board vice chair to the board, and the offer is documented in a letter to the ED candidate dated November 4, 2013 signed by the board vice chair.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

The Executive Director consulted a salary survey by Roadmap and collected comparable data from ally organizations for senior staff positions. The ED also consulted with the board secretary-treasurer regarding salary ranges broadly and for the Deputy Director in particular. The compensation for the Deputy Director is documented in the offer letter signed by the ED and dated November 24, 2015.

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

Upon request

Filing and Contact Details

Filer

Filer Name
Partnership for Working Families
EIN
71-0914032
Phone
5102010081
Address
1939 Harrison St Ste 150, Oakland, CA 94612

Signing Officer

Name
Nikki Fortunato Bas
Title
Executive Director
Signed
2017-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nikki Fortunato Bas
Formed
2002
Legal Domicile
CA
Voting Board Members
27
Independent Board Members
16
Employees
21

Preparer

Firm
Crosby & Kaneda CPAs
Address
1970 Broadway STE 930, Oakland, CA 94612
Preparer
Adele Kaneda
Phone
5108352727
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

The Organization has evaluated its current tax positions as of December 31, 2016 and is not aware of any significant uncertain tax positions for which a reserve would be necessary.

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IRS990/Form990PartVIISectionAGrp/PersonNm0Darlene Lombos
IRS990/Form990PartVIISectionAGrp/PersonNm1Deborah Scott
IRS990/Form990PartVIISectionAGrp/PersonNm2Roxana Tynan
IRS990/Form990PartVIISectionAGrp/PersonNm3Patricia Castellanos
IRS990/Form990PartVIISectionAGrp/PersonNm4Daisy Chung
IRS990/Form990PartVIISectionAGrp/PersonNm5Clare Crawford
IRS990/Form990PartVIISectionAGrp/PersonNm6Maria Noel Fernandez
IRS990/Form990PartVIISectionAGrp/PersonNm7Kyra Green
IRS990/Form990PartVIISectionAGrp/PersonNm8Felicia Griffin
IRS990/Form990PartVIISectionAGrp/PersonNm9Rev Gregory Holston
IRS990/Form990PartVIISectionAGrp/PersonNm10Anita Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm11Robert Kraig
IRS990/Form990PartVIISectionAGrp/PersonNm12Jennifer Lin
IRS990/Form990PartVIISectionAGrp/PersonNm13Derecka Mehrens
IRS990/Form990PartVIISectionAGrp/PersonNm14Maricela Morales
IRS990/Form990PartVIISectionAGrp/PersonNm15Kate O'Hara
IRS990/Form990PartVIISectionAGrp/PersonNm16Barney Oursler
IRS990/Form990PartVIISectionAGrp/PersonNm17Kimberly Powe
IRS990/Form990PartVIISectionAGrp/PersonNm18Phillip Reason
IRS990/Form990PartVIISectionAGrp/PersonNm19Renae Reese
IRS990/Form990PartVIISectionAGrp/PersonNm20Rebecca Saldana
IRS990/Form990PartVIISectionAGrp/PersonNm21Doran Schrantz
IRS990/Form990PartVIISectionAGrp/PersonNm22Maritza Silva-Farrell
IRS990/Form990PartVIISectionAGrp/PersonNm23Shakeel Syed
IRS990/Form990PartVIISectionAGrp/PersonNm24Brendan Walsh
IRS990/Form990PartVIISectionAGrp/PersonNm25Quintavious Wiliams
IRS990/Form990PartVIISectionAGrp/PersonNm26Lucas Zucker
IRS990/Form990PartVIISectionAGrp/PersonNm27Nikki Fortunato Bas
IRS990/Form990PartVIISectionAGrp/PersonNm28Donald Cohen
IRS990/Form990PartVIISectionAGrp/PersonNm29John Hays Witt
IRS990/Form990PartVIISectionAGrp/PersonNm30Benjamin Beach
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary/Treas
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
IRS990/Form990PartVIISectionAGrp/TitleTxt23Director
IRS990/Form990PartVIISectionAGrp/TitleTxt24Director
IRS990/Form990PartVIISectionAGrp/TitleTxt25Director
IRS990/Form990PartVIISectionAGrp/TitleTxt26Director
IRS990/Form990PartVIISectionAGrp/TitleTxt27Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt28Directer, ITPI
IRS990/Form990PartVIISectionAGrp/TitleTxt29Deputy Director
IRS990/Form990PartVIISectionAGrp/TitleTxt30Legal Director
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.9$0.62$23.3$12.6$11.3$1.25
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.8$0.80$21.0$12.7$10.4$2.24
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.4$0.67$18.8$13.4$8.92$4.47
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.16$0.20$3.97$6.45$5.05$1.40
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.69$0.13$2.57$5.24$4.45$0.78
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.44$1.79$4.66$4.72$0.06
2016Detailed filing. Detailed filing data is available for this year.$4.36$0.49$3.87$5.27$3.68$1.60
2015Detailed filing. Detailed filing data is available for this year.$2.54$0.27$2.27$2.58$2.27$0.32
2014Detailed filing. Detailed filing data is available for this year.$2.07$0.11$1.96$2.34$2.59$0.25
2013Detailed filing. Detailed filing data is available for this year.$2.29$0.08$2.21$2.06$2.18$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.37$0.04$2.33$1.96
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$0.14$2.20$2.33
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$0.06$2.00$1.18