Civic Intelligence

Workmoney Inc

990 • Fiscal year 2023 • EIN 85-0604101

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization ProfileWWW.WORKMONEY.COM
790 N Milwaukee Street Ste 300Milwaukee, WI 53202

(262) 204-7368

Siviq Scores

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

Liabilities / Assets

39th percentile

0.06x

Higher debt load relative to assets than 39% of similar nonprofits.

2023 filings • 501(c)4 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

23rd percentile

0.04x

Higher debt load relative to revenue than 23% of similar nonprofits.

2023 filings • 501(c)4 • $25M-$50M nonprofits • Source year 2023

Net Margin

71st percentile

29%

Higher net margin than 71% of similar nonprofits.

2023 filings • 501(c)4 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

74th percentile

$329,272

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2023 filings • 501(c)4 • $25M-$50M nonprofits • Source year 2023

Asset Growth

91st percentile

100%

Faster asset growth than 91% of similar nonprofits.

2023 filings • 501(c)4 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

73rd percentile

33%

Faster revenue growth than 73% of similar nonprofits.

2023 filings • 501(c)4 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$25,898,687

Up $12,969,140 (+100%) from 2022

Net Assets

Up

$24,431,425

Up $11,932,444 (+95%) from 2022

Liabilities

Up

$1,467,262

Up $1,036,696 (+241%) from 2022

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin71st percentile

Revenue

Up

$41,363,418

Up $10,259,009 (+33%) from 2022

Expenses

Up

$29,430,974

Up $1,141,721 (+4.0%) from 2022

Net Income

Up

$11,932,444

Up $9,117,288 (+324%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$40M$30M$20M$10M$0Assets 2020: $3,671,775Liabilities 2020: $224,518Net Assets 2020: $3,447,2572020Assets 2021: $9,907,713Liabilities 2021: $223,888Net Assets 2021: $9,683,8252021Assets 2022: $12,929,547Liabilities 2022: $430,566Net Assets 2022: $12,498,9812022Assets 2023: $25,898,687Liabilities 2023: $1,467,262Net Assets 2023: $24,431,4252023Assets 2024: $32,817,745Liabilities 2024: $1,964,744Net Assets 2024: $30,853,0012024

Highlighted filing

2023

Assets$25,898,687
Liabilities$1,467,262
Net Assets$24,431,425
Open 2023 Filing

Operations Trend

Revenue Growth73rd percentile

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

$150M$100M$50M$0Revenue 2020: $20,738,800Expenses 2020: $17,291,543Net Income 2020: $3,447,2572020Revenue 2021: $19,052,200Expenses 2021: $12,815,632Net Income 2021: $6,236,5682021Revenue 2022: $31,104,409Expenses 2022: $28,289,253Net Income 2022: $2,815,1562022Revenue 2023: $41,363,418Expenses 2023: $29,430,974Net Income 2023: $11,932,4442023Revenue 2024: $103,122,533Expenses 2024: $97,787,752Net Income 2024: $5,334,7812024

Highlighted filing

2023

Revenue$41,363,418
Expenses$29,430,974
Net Income$11,932,444
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$41,363,418
Mission and Program Overview

Mission

WorkMoney is dedicated to lowering costs and raising incomes for all Americans, making life more affordable and families more economically secure.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$0$9,775,082▲ $9,775,082
Savings and Temporary Cash Investments$11,605,518$9,678,623▼ $1,926,895
Cash and Non-Interest-Bearing Accounts$1,313,525$6,034,269▲ $4,720,744
Other Notes and Loans Receivable, Net$1,565$239,547▲ $237,982
Prepaid Expenses and Deferred Charges$0$100,621▲ $100,621
Accounts Receivable$8,939$70,545▲ $61,606
Total Assets$12,929,547$25,898,687▲ $12,969,140
Liabilities
Accounts Payable and Accrued Expenses$360,566$1,367,262▲ $1,006,696
Other Liabilities$70,000$100,000▲ $30,000
Total Liabilities$430,566$1,467,262▲ $1,036,696
Net Assets / Fund Balance
Net Assets With Donor Restrictions$8,819,876$14,430,268▲ $5,610,392
Net Assets Without Donor Restrictions$3,679,105$10,001,157▲ $6,322,052
Total Net Assets Fund Balance$12,498,981$24,431,425▲ $11,932,444
Total Liabilities and Net Assets / Fund Balance$12,929,547$25,898,687▲ $12,969,140
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ivy BrownChief Marketing OfficerFT$293,654$35,618$329,272
Kyle ShepherdVP Digital EngagementFT$219,533$42,007$261,540
Winsor AldeborghVP Data & AnalyticsFT$224,814$31,367$256,181
Rachel LauterChief Strategy OfficerFT$235,303$15,434$250,737
Michael M EnriquezVP FieldFT$219,533$23,366$242,899
Sarah LaytonVP Finance & OperationsFT$219,533$23,163$242,696
Tiffany FergusonVP People OperationsFT$219,533$22,551$242,084
Anjali SakariaChief Advocacy OfficerFT$220,865$14,568$235,433
Carrie Joy GrimesPresident & CEOPT$116,119$25,695$141,814

Board Members and Trustees

NameTitle
Nick HanauerDirector
Brina MilikowskySecretary
Pete DaviesTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
FacebookAdvertising1 HACKER WAY, Menlo Park, CA 94205$7,379,082
StriveSms Consulting125 WEST 96TH ST NUMBER 1K, New York, NY 10025$2,554,616
GoogleAdvertising1600 AMPITHEATER PARKWAY, Mountain View, CA 94303$2,252,582
Exactius LLCDigital Consulting370 JAY ST FL 7, Brooklyn, NY 11201$1,213,147
The Outreach TeamOutreach Consulting407 COLLEGE AVENUE 349, Ithaca, NY 14850$656,320
Revenue and Support

Revenue Composition

Contributions and Grants
$41,096,499
Program Service Revenue
$41,215
Investment Income
$22,896
Other Revenue
$202,808
All Other Contributions
$41,096,499
Change in Net Assets
$11,932,444

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$146,567Market Value at Donation
Total Noncash Contributions2$146,567-

Audited Revenue Reconciliation

Revenue per Audited Statements
$41,363,418
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$370,751
Total Revenue per Audited Statements
$41,734,169
Total Revenue per Form 990
$41,363,418
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$19,880,585
Salaries, Compensation, and Employee Benefits$9,083,639
Total Fundraising Expense$717,288
Grants and Similar Amounts Paid$250,000
Professional Fundraising Fees$216,750

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising$11,765,552$25-$11,765,577
Other Salaries and Wages$4,871,091$1,158,408$108,061$6,137,560
Information Technology$3,942,266$120,873$10,291$4,073,430
Fees for Services Other$2,746,952$115,766$10,000$2,872,718
Other Employee Benefits$647,236$426,370$44,234$1,117,840
Current Officers, Directors, Trustees, and Key Employees$478,629$239,314$239,314$957,257
Payroll Taxes$419,696$106,191$22,356$548,243
Travel$169,319$226,256$49,198$444,773
Pension Plan Contributions$251,601$57,473$13,665$322,739
Grants to Domestic Orgs$250,000--$250,000
Fees for Services Professional Fundraising--$216,750$216,750
Fees for Services Accounting-$44,648-$44,648
Fees for Services Legal-$44,130-$44,130
Insurance$19,340$8,719-$28,059
Office Expenses$3,175$23,393-$26,568
Other Expenses$145,570$147$1,432$1,579
Total Functional Expenses$25,918,503$2,795,183$717,288$29,430,974

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$29,801,725
Expenses per Audited Statements$29,430,974
Total Expenses per Form 990$29,430,974
Expenses Not Reported on Form 990$370,751
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Family Friendly Action FundConcord, NH501(c)(4)General Support of Somos Votantes Project$250,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$216,750
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to C3 Workmoney Foundation$100,000
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

“Carrie joy grimes, ceo of workmoney, is a paid employee of workmoney and thus is not an independent board member.”

Form 990, Part VI, Section B, Line 11B

“Prior to filing, workmoney's 990 was provided to members of the governing body, and reviewed both internally and by outside legal counsel and tax preparer.”

Form 990, Part VI, Section B, Line 12C

“Officers, directors, and key employees are asked to disclose interests annually, and potential conflicts are identified and dealt with per the organization's policy.”

Form 990, Part VI, Section B, Line 15A

“In 2021 the board of directors of workmoney, inc. Held a special meeting. Carrie joy grimes, director of the organization, did not attend the executive session portion of the meeting at which the compensation of the chief executive officer was reviewed and approved. An annual salary and associated employee benefits were approved, pursuant to the definition of reasonable compensation under internal revenue code section 162. The 2020 regional pay non-profit report provided the basis for the determined reasonable compensation. Pursuant to workmoney's conflict of interest policy, carrie joy grimes did not consent to this resolution. In 2023, the board of directors of workmoney, inc. Approved a cost of living adjustment to the salary of the chief executive officer via an e-vote on september 20, 2023. Pursuant to workmoney's conflict of interest policy, carrie joy grimes did not consent to this resolution.”

Form 990, Part VI, Section C, Line 19

“Workmoney's governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Workmoney Inc
EIN
85-0604101
Phone
2622047368
Address
790 N MILWAUKEE STREET STE 300, MILWAUKEE, WI 53202
Doing Business As
Workmoney

Signing Officer

Name
Carrie Joy Grimes
Title
President & CEO
Phone
5032047368
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carrie Joy Grimes
Formed
2020
Legal Domicile
Wi
Voting Board Members
4
Independent Board Members
3
Employees
66
Volunteers
3

Preparer

Firm
Moss Adams Llp
Address
805 SW BROADWAY STE 1400, PORTLAND, OR 97205
Preparer
Wendy Campos
Phone
5032421447
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The internal revenue service has determined that the organization is described in section 501(c)(4) of the code and, accordingly, is generally exempt from federal income taxes under the provision of section 501(a) of the code. However, certain activities not directly related to the organization's tax-exempt purposes are not exempt and are subject to federal income taxes. The organization recognizes the tax benefit from uncertain tax positions only if it is more likely than not that the tax positions will be sustained on examination by the tax authorities, based on the technical merits of the position. The tax benefit is measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The organization recognizes interest and penalties, if any, related to income tax matters in federal tax expense. The organization had no unrecognized tax benefits at december 31, 2023 and 2022. The organization files an exempt organization return with the u.s. Federal and wisconsin jurisdictions.”

Raw XML AppendixShowing 400 of 777 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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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHIEF MARKETING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHIEF STRATEGY OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP DATA & ANALYTICS
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHIEF ADVOCACY OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP DIGITAL ENGAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP FIELD
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP FINANCE & OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP PEOPLE OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
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IRS990/Form990TFiledInd01
IRS990/FormationYr02020
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt0250000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0250000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0250000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt041363418
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt030
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt010291
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0120873
IRS990/InformationTechnologyGrp/ProgramServicesAmt03942266
IRS990/InformationTechnologyGrp/TotalAmt04073430
IRS990/InsuranceGrp/ManagementAndGeneralAmt08719
IRS990/InsuranceGrp/ProgramServicesAmt019340
IRS990/InsuranceGrp/TotalAmt028059
IRS990/InvestmentIncomeGrp/ExclusionAmt022896
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt022896
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt066
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WORKMONEY IS DEDICATED TO LOWERING COSTS AND RAISING INCOMES FOR ALL AMERICANS, MAKING LIFE MORE AFFORDABLE AND FAMILIES MORE ECONOMICALLY SECURE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt012498981
IRS990/NetAssetsOrFundBalancesEOYAmt024431425
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03679105
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt010001157
IRS990/NoncashContributionsAmt0146567
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt023393
IRS990/OfficeExpensesGrp/ProgramServicesAmt03175
IRS990/OfficeExpensesGrp/TotalAmt026568
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt044234
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0426370
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0647236
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01117840
IRS990/OtherExpensesGrp/Desc0OTHER PERSONNEL COSTS
IRS990/OtherExpensesGrp/Desc1MEMBER PRODUCTS & SERVI
IRS990/OtherExpensesGrp/Desc2OTHER PROGRAM COSTS
IRS990/OtherExpensesGrp/Desc3HOSPITALITY
IRS990/OtherExpensesGrp/FundraisingAmt01987
IRS990/OtherExpensesGrp/FundraisingAmt11432
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0223470
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1147
IRS990/OtherExpensesGrp/ProgramServicesAmt042831
IRS990/OtherExpensesGrp/ProgramServicesAmt1165245
IRS990/OtherExpensesGrp/ProgramServicesAmt2145570
IRS990/OtherExpensesGrp/TotalAmt0268288
IRS990/OtherExpensesGrp/TotalAmt1165245
IRS990/OtherExpensesGrp/TotalAmt2145570
IRS990/OtherExpensesGrp/TotalAmt31579
IRS990/OtherLiabilitiesGrp/BOYAmt070000
IRS990/OtherLiabilitiesGrp/EOYAmt0100000
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0202808
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0202808
IRS990/OtherRevenueTotalAmt0202808
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0108061
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01158408
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04871091
IRS990/OtherSalariesAndWagesGrp/TotalAmt06137560
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt01565
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0239547
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt022356
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0106191
IRS990/PayrollTaxesGrp/ProgramServicesAmt0419696
IRS990/PayrollTaxesGrp/TotalAmt0548243
IRS990/PensionPlanContributionsGrp/FundraisingAmt013665
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt057473
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0251601
IRS990/PensionPlanContributionsGrp/TotalAmt0322739
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt09775082
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0100621
IRS990/PrincipalOfficerNm0CARRIE JOY GRIMES
IRS990/ProfessionalFundraisingInd01
IRS990/ProgramServiceRevenueGrp/BusinessCd0541800
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0ADVERTISING
IRS990/ProgramServiceRevenueGrp/Desc1HONORARIUM
IRS990/ProgramServiceRevenueGrp/Desc2MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01500
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt190
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt039625
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt290
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt039625
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATION: WORKMONEY PROVIDED INFORMATION TO SUBSCRIBERS TO HELP THEM NAVIGATE COMPLEX FINANCIAL PROGRAMS AND SERVICES, TO MATERIALLY IMPROVE THEIR FINANCIAL WELL-BEING. WORKMONEY HELD PERSONAL CONVERSATIONS WITH AMERICAN FAMILIES ABOUT ECONOMIC TOOLS AND RESOURCES AND THEIR IMPACT ON THEIR LIVES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt05616483
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt044293
IRS990/ProgSrvcAccomActy3Grp/Desc0ADVOCACY: WORKMONEY EDUCATED DECISION-MAKERS ON THE NEEDS OF WORKING AMERICANS. THIS WORK INCLUDED CONDUCTING POLICY RESEARCH AND ANALYSIS AND SUPPORTING POLICIES THAT HELP RAISE INCOMES AND LOWER COSTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02296147
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt018107
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt031021931
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02179
IRS990/PYOtherExpensesAmt022182008
IRS990/PYOtherRevenueAmt056954
IRS990/PYProgramServiceRevenueAmt023345
IRS990/PYRevenuesLessExpensesAmt02815156
IRS990/PYSalariesCompEmpBnftPaidAmt06107245
IRS990/PYTotalExpensesAmt028289253
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt031104409
IRS990/ReconcilationRevenueExpnssAmt011932444
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0141998
IRS990/SavingsAndTempCashInvstGrp/BOYAmt011605518
IRS990/SavingsAndTempCashInvstGrp/EOYAmt09678623
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0370751
IRS990ScheduleD/DonatedServicesUseFcltsAmt0370751
IRS990ScheduleD/ExpensesNotReportedAmt0370751
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt029430974
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0100000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO C3 WORKMONEY FOUNDATION
IRS990ScheduleD/RevenueNotReportedAmt0370751
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt041363418
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATION IS DESCRIBED IN SECTION 501(C)(4) OF THE CODE AND, ACCORDINGLY, IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISION OF SECTION 501(A) OF THE CODE. HOWEVER, CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSES ARE NOT EXEMPT AND ARE SUBJECT TO FEDERAL INCOME TAXES. THE ORGANIZATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO INCOME TAX MATTERS IN FEDERAL TAX EXPENSE. THE ORGANIZATION HAD NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2023 AND 2022. THE ORGANIZATION FILES AN EXEMPT ORGANIZATION RETURN WITH THE U.S. FEDERAL AND WISCONSIN JURISDICTIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt029430974
IRS990ScheduleD/TotalLiabilityAmt0100000
IRS990ScheduleD/TotalRevenuePerForm990Amt041363418
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt041734169
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt029801725
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0FUNDRAISING SERVICES
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt1FUNDRAISING SERVICES
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt2FUNDRAISING SERVICES
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt3FUNDRAISING SERVICES
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd10
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd20
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd30
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$25,898,687
Liabilities
$1,467,262
Net assets
$24,431,425
Revenue
$41,363,418
Expenses
$29,430,974
Net income
$11,932,444
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$32.8$1.96$30.9$103$97.8$5.33
2023Detailed filing. Detailed filing data is available for this year.$25.9$1.47$24.4$41.4$29.4$11.9
2022Detailed filing. Detailed filing data is available for this year.$12.9$0.43$12.5$31.1$28.3$2.82
2021Detailed filing. Detailed filing data is available for this year.$9.91$0.22$9.68$19.1$12.8$6.24
2020Detailed filing. Detailed filing data is available for this year.$3.67$0.22$3.45$20.7$17.3$3.45