Civic Intelligence

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990 • Fiscal year 2018 • EIN 71-0914032

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 09, 2019

Refreshing map…

1305 Franklin St Ste 501Oakland, CA 94612

(510) 201-0081

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.05x

Higher debt load relative to assets than 32% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

16th percentile

0.02x

Higher debt load relative to revenue than 16% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

73rd percentile

15%

Higher net margin than 73% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

95th percentile

$148,215

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

84th percentile

21%

Faster asset growth than 84% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

68th percentile

12%

Faster revenue growth than 68% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Assets

Up

$2,692,410

Up $466,188 (+21%) from 2017

Net Assets

Up

$2,566,584

Up $780,788 (+44%) from 2017

Liabilities

Down

$125,826

Down $314,600 (-71%) from 2017

Revenue

Up

$5,235,243

Up $576,425 (+12%) from 2017

Expenses

Down

$4,454,455

Down $262,066 (-5.6%) from 2017

Net Income

Up

$780,788

Up $838,491 (+1453%) from 2017

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

2018

Assets$2,692,410
Liabilities$125,826
Net Assets$2,566,584

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

2018

Revenue$5,235,243
Expenses$4,454,455
Net Income$780,788
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 9, 2019
Return Version
2018v3.1
Gross Receipts
$5,235,243
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
Cash and Non-Interest-Bearing Accounts$1,658,247$1,965,637▲ $307,390
Savings and Temporary Cash Investments$500,483$501,062▲ $579
Pledges and Grants Receivable$45,797$185,000▲ $139,203
Accounts Receivable$7,386$25,227▲ $17,841
Prepaid Expenses and Deferred Charges$5,476$15,484▲ $10,008
Land, Buildings, and Equipment, Net$8,833$0▼ $8,833
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$2,226,222$2,692,410▲ $466,188
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$440,426$125,826▼ $314,600
Total Liabilities$440,426$125,826▼ $314,600
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,379,871$1,736,400▲ $356,529
Unrestricted Net Assets$405,925$830,184▲ $424,259
Total Net Assets Fund Balance$1,785,796$2,566,584▲ $780,788
Total Liabilities and Net Assets / Fund Balance$2,226,222$2,692,410▲ $466,188

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$20,596$20,596
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donald CohenDirector, ITPIFT$128,000$20,215$148,215
Lauren JacobsExecutive DirectorFT$106,833$25,380$132,213
Benjamin BeachLegal DirectorFT$111,689$5,826$117,515
Nikki Fortunato BasExecutive DirectorFT$90,477$18,556$109,033

Highest Paid Contractors

ContractorServicesLocationCompensation
RoadmapCapacity building1624 Franklin St Ste 1022, Oakland, CA 94612$125,000
Revenue and Support

Revenue Composition

Contributions and Grants
$5,184,341
Program Service Revenue
$8,442
Investment Income
$2,767
Other Revenue
$39,693
All Other Contributions
$5,184,341
Change in Net Assets
$780,788

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,235,243
Revenue Not Reported on Form 990
$24,250
Total Revenue per Audited Statements
$5,259,493
Total Revenue per Form 990
$5,235,243
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,134,250
Salaries, Compensation, and Employee Benefits$1,618,961
Other Expenses$701,244
Total Fundraising Expense$155,788
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,134,250--$2,134,250
Other Salaries and Wages$928,894$122,800$49,739$1,101,433
Fees for Services Other$339,742$819$7,117$347,678
Current Officers, Directors, Trustees, and Key Employees$122,941$48,250$70,055$241,246
Other Employee Benefits$103,812$14,392$4,344$122,548
Travel$110,227$5,898$4,755$120,880
Payroll Taxes$81,524$13,399$8,860$103,783
Occupancy$61,571$4,194$2,439$68,204
Pension Plan Contributions$43,046$5,075$1,830$49,951
Office Expenses$34,453$2,520$899$37,872
Fees for Services Accounting-$37,404-$37,404
Conferences and Meetings$20,006$1,611$1,892$23,509
Information Technology$18,115$1,063$1,791$20,969
Insurance$7,356$5,800$984$14,140
Depreciation Depletion$8,152$431$250$8,833
Other Expenses$7,561$150$87$7,798
Advertising$4,941$8$5$4,954
Fees for Services Legal-$390-$390
Total Functional Expenses$4,032,500$266,167$155,788$4,454,455

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,478,705
Expenses per Audited Statements$4,454,455
Total Expenses per Form 990$4,454,455
Expenses Not Reported on Form 990$24,250
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
LA Alliance for a New EconomyLos Angeles, CA501c3Infrastructure, Climate, California$300,000
EB Alliance Sustainable EconOakland, CA501c3Infrastructure, California$260,000
Working Partnerships USASan Jose, CA501c3Infrastructure, California$260,000
Center on Policy InitiativesSan Diego, CA501c3Infrastructure, California$258,000
Community Labor UnitedBoston, MA501c3Infrastructure, climate$160,000
Puget Sound SAGESeattle, WA501c3Infrastructure, climate$160,000
ALIGN Alliance Greater NYNew York, NY501c3Infrastructure, climate$150,000
Central Coast Alliance UnitedVentura, CA501c3California$150,000
Orange Cty Comm Org Resp DevGarden Grove, CA501c3California$150,000
United for a New EconomyDenver, CO501c3Infrastructure$110,000
Georgia Stand-UpAtlanta, GA501c3Infrastructure$100,000
PowerPhiladelphia, PA501c3Climate$50,000
TN AFL-CIO Labor CouncilNashville, TN501c5Southern Economic Development$25,000
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
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
R Tynan N MottoBoard DirectorsGrant to AffiliateNo$300,000
D Mehrens M FernandezBoard DirectorsGrant to AffiliateNo$260,000
Kate O'HaraBoard DirectorsGrant to AffiliateNo$260,000
Kyra GreeneBoard DirectorsGrant to AffiliateNo$258,000
D Lombos K SmallsBoard DirectorsGrant to AffiliateNo$160,000
K Powe N VallestroBoard DirectorsGrant to AffiliateNo$160,000
M Morales L ZuckerBoard DirectorsGrant to AffiliateNo$150,000
Maritza Silva-FarrellBoard DirectorsGrant to AffiliateNo$150,000
Shakeel SyedBoard DirectorsGrant to AffiliateNo$150,000
Felicia GriffinBoard DirectorsGrant to AffiliateNo$110,000
Deborah ScottBoard DirectorsGrant to AffiliateNo$100,000
Rev Gregory HolstonBoard DirectorsGrant to AffiliateNo$50,000

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

Roadmap was hired in 2017 to oversee the compilation of comparable salaries of Executive Directors of ally and similar organizations. The board reviewed this data to set the salary of our new Executive Director and authorized the board chair to make an offer to the ED candidate. The hiring decision is noted in the May 25, 2018 board minutes and the offer is documented in a letter to the ED candidate dated May 25, 2018 signed by the board chair.

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

The organization hired Roadmap to develop a new 3-5 year salary scale, which included collecting published nonprofit salary surveys and comparable data from ally organizations for senior staff positions. Deliberations and decisions were documented and any needed salary adjustments were made.

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
1305 Franklin St Ste 501, Oakland, CA 94612

Signing Officer

Name
Lauren Jacobs
Title
Executive Director
Signed
2019-08-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lauren Jacobs
Formed
2002
Legal Domicile
CA
Voting Board Members
22
Independent Board Members
5
Employees
19

Preparer

Firm
Crosby & Kaneda CPAs LLP
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, 2018 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/PersonNm3Matthew Brusky
IRS990/Form990PartVIISectionAGrp/PersonNm4Maria Noel Fernandez
IRS990/Form990PartVIISectionAGrp/PersonNm5Kyra Greene
IRS990/Form990PartVIISectionAGrp/PersonNm6Felicia Griffin
IRS990/Form990PartVIISectionAGrp/PersonNm7Rev Gregory Holston
IRS990/Form990PartVIISectionAGrp/PersonNm8Sherheryar Kaoosji
IRS990/Form990PartVIISectionAGrp/PersonNm9Jennifer Rafanan Kennedy
IRS990/Form990PartVIISectionAGrp/PersonNm10Derecka Mehrens
IRS990/Form990PartVIISectionAGrp/PersonNm11Maricela Morales
IRS990/Form990PartVIISectionAGrp/PersonNm12Nelson Motto
IRS990/Form990PartVIISectionAGrp/PersonNm13Kate O'Hara
IRS990/Form990PartVIISectionAGrp/PersonNm14Amisha Patel
IRS990/Form990PartVIISectionAGrp/PersonNm15Kimberly Powe
IRS990/Form990PartVIISectionAGrp/PersonNm16Maritza Silva-Farrell
IRS990/Form990PartVIISectionAGrp/PersonNm17Khalida Smalls
IRS990/Form990PartVIISectionAGrp/PersonNm18Shakeel Syed
IRS990/Form990PartVIISectionAGrp/PersonNm19Nicole Vallestero Keenan-Lai
IRS990/Form990PartVIISectionAGrp/PersonNm20Brendan Walsh
IRS990/Form990PartVIISectionAGrp/PersonNm21Lucas Zucker
IRS990/Form990PartVIISectionAGrp/PersonNm22Nikki Fortunato Bas
IRS990/Form990PartVIISectionAGrp/PersonNm23Lauren Jacobs
IRS990/Form990PartVIISectionAGrp/PersonNm24Donald Cohen
IRS990/Form990PartVIISectionAGrp/PersonNm25Benjamin 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
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IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt23Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt24Director, ITPI
IRS990/Form990PartVIISectionAGrp/TitleTxt25Legal Director
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IRS990/MissionDesc0The 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.
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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
2018Detailed filing. Detailed filing data is available for this year.$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
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$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
Peer Organizations

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