Civic Intelligence

Ufw Foundation

990 • Fiscal year 2015 • EIN 95-2703575

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

29700 Woodford Tehachapi RdKeene, CA 93531

(323) 264-2700

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$106,945

Down $441,681 (-81%) from 2014

Net Assets

Down

-$80,366

Down $525,017 (-118%) from 2014

Liabilities

Up

$187,311

Up $83,336 (+80%) from 2014

Revenue And Expenses

Revenue

Up

$1,737,605

Up $2,119 (+0.1%) from 2014

Expenses

Down

$1,709,296

Down $7,156 (-0.4%) from 2014

Net Income

Up

$28,309

Up $9,275 (+49%) from 2014

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0-$5.0MAssets 2010: $418,229Liabilities 2010: $74,528Net Assets 2010: $343,7012010Assets 2011: $242,970Liabilities 2011: $52,535Net Assets 2011: $190,4352011Assets 2012: $466,912Liabilities 2012: $101,573Net Assets 2012: $365,3392012Assets 2013: $556,747Liabilities 2013: $627,215Net Assets 2013: -$70,4682013Assets 2014: $548,626Liabilities 2014: $103,975Net Assets 2014: $444,6512014Assets 2015: $106,945Liabilities 2015: $187,311Net Assets 2015: -$80,3662015Assets 2015: $2,019,976Liabilities 2015: $185,047Net Assets 2015: $1,834,9292015Assets 2016: $2,045,402Liabilities 2016: $347,037Net Assets 2016: $1,698,3652016Assets 2017: $2,690,881Liabilities 2017: $232,307Net Assets 2017: $2,458,5742017Assets 2018: $2,937,877Liabilities 2018: $1,088,426Net Assets 2018: $1,849,4512018Assets 2019: $2,523,409Liabilities 2019: $492,273Net Assets 2019: $2,031,1362019Assets 2020: $10,830,833Liabilities 2020: $1,713,184Net Assets 2020: $9,117,6492020Assets 2021: $8,010,755Liabilities 2021: $2,147,106Net Assets 2021: $5,863,6492021Assets 2022: $8,837,921Liabilities 2022: $2,181,011Net Assets 2022: $6,656,9102022Assets 2023: $13,676,940Liabilities 2023: $3,802,832Net Assets 2023: $9,874,1082023Assets 2024: $15,076,639Liabilities 2024: $3,003,980Net Assets 2024: $12,072,6592024

Highlighted filing

2015

Assets$106,945
Liabilities$187,311
Net Assets-$80,366

Operations Trend

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

$80M$60M$40M$20M$0-$20MExpenses 2010: $762,5742010Expenses 2011: $824,7392011Expenses 2012: $1,089,1702012Revenue 2013: $1,548,839Expenses 2013: $1,651,387Net Income 2013: -$102,5482013Revenue 2014: $1,735,486Expenses 2014: $1,716,452Net Income 2014: $19,0342014Revenue 2015: $1,737,605Expenses 2015: $1,709,296Net Income 2015: $28,3092015Revenue 2015: $3,137,311Expenses 2015: $1,746,255Net Income 2015: $1,391,0562015Revenue 2016: $2,749,824Expenses 2016: $2,886,388Net Income 2016: -$136,5642016Revenue 2017: $5,108,757Expenses 2017: $4,348,550Net Income 2017: $760,2072017Revenue 2018: $5,920,566Expenses 2018: $6,574,502Net Income 2018: -$653,9362018Revenue 2019: $5,733,204Expenses 2019: $5,551,519Net Income 2019: $181,6852019Revenue 2020: $31,185,488Expenses 2020: $24,091,296Net Income 2020: $7,094,1922020Revenue 2021: $14,069,050Expenses 2021: $17,371,746Net Income 2021: -$3,302,6962021Revenue 2022: $13,768,795Expenses 2022: $12,955,587Net Income 2022: $813,2082022Revenue 2023: $68,377,263Expenses 2023: $65,160,631Net Income 2023: $3,216,6322023Revenue 2024: $50,144,431Expenses 2024: $47,943,410Net Income 2024: $2,201,0212024

Highlighted filing

2015

Revenue$1,737,605
Expenses$1,709,296
Net Income$28,309
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.0
Gross Receipts
$1,737,605
Mission and Program Overview

Mission

To open the doors of opportunity to working people and their communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$277,051$1,593,199▲ $1,316,148
Investments in Publicly Traded Securities$122,414$143,323▲ $20,909
Accounts Receivable$4,448$93,379▲ $88,931
Land, Buildings, and Equipment, Net$9,025$9,025→ $0
Savings and Temporary Cash Investments-$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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges$19,637$-18,994▼ $38,631
Pledges and Grants Receivable-$-1,833,221-
Other Assets Total$116,051$120,234▲ $4,183
Total Assets$548,626$106,945▼ $441,681
Liabilities
Accounts Payable and Accrued Expenses$70,245$159,863▲ $89,618
Other Liabilities$34,508$27,448▼ $7,060
Total Liabilities$104,753$187,311▲ $82,558
Net Assets / Fund Balance
Temporarily Rstr Net Assets$410,098--
Unrestricted Net Assets$33,775$-80,366▼ $114,141
Total Net Assets Fund Balance$443,873$-80,366▼ $524,239
Total Liabilities and Net Assets / Fund Balance$548,626$106,945▼ $441,681

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$9,025$11,192$20,217
Other Assets Org$10,164--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Arturo S RodriguezPresident--$82,416$82,416
Diana Tellefson TorresExecutive DirectorFT$53,283-$53,283

Board Members and Trustees

NameTitle
Gina MontoyaDirector
Guadalupe MartinezDirector
Ramon RamirezDirector
Tanis YbarraSec/Trea

Highest Paid Contractors

ContractorServicesLocationCompensation
Robert F Kennedy Farmworkers Medical PlanMedical InsurancePO BOX 47, Keene, CA 93531-
United Farm Workers Of AmericaFundraising, AccountPO BOX 62, Keene, CA 93531-
Revenue and Support

Revenue Composition

Contributions and Grants
$1,336,985
Program Service Revenue
$377,550
Investment Income
$5,221
Other Revenue
$17,849
All Other Contributions
$1,259,531
Change in Net Assets
$28,309
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,033,300
Other Expenses$675,996
Total Fundraising Expense$127,228
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$730,006-$25,771$755,777
Fees for Services Other$131,907$15,880$614$148,401
Other Employee Benefits$129,702$4,299$9,309$143,310
Occupancy$120,863$3,841$6,846$131,550
Fees for Services Accounting-$87,978-$87,978
Payroll Taxes$69,120$2,398$4,717$76,235
Travel$62,471$716$1,514$64,701
Current Officers, Directors, Trustees, and Key Employees-$26,641$26,642$53,283
All Other Expenses$41,165$2,451$3,047$46,663
Conferences and Meetings$23,254$17$975$24,246
Office Expenses$21,372$416$374$22,162
Insurance$13,590$4,687$647$18,924
Other Expenses$12,000$153$610$12,000
Fees for Services Legal$5,528$500$605$6,633
Pension Plan Contributions$4,497$68$130$4,695
Advertising$652--$652
Interest-$141-$141
Total Functional Expenses$1,430,736$151,332$127,228$1,709,296
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Balancing Entry$27,448
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
No
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, Line 11B: Form 990 Review Process

A copy of the form 990 was provided to the Organization's board president and controller prior to filing, in keeping with their duties as delegated by the Organization's board. The form 990 was reviewed and approved for filing. The form 990 will also be reviewed by the Organization's board at its annual board meeting.

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

The human resource department has a routine employee evaluation process it uses for job performance and salary considerations that also includes the monitoring of conflict of interest issues.

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

All documents required to be disclosed is done so upon request.

Filing and Contact Details

Filer

Filer Name
UFW Foundation
EIN
95-2703575
Phone
3232642700
Address
29700 Woodford Tehachapi Rd, Keene, CA 93531

Signing Officer

Name
Diana Tellefson
Title
Executive Director
Signed
2016-11-14
Discuss with paid preparer
Yes

Organization Details

Formed
1971
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
4
Employees
39
Volunteers
103

Preparer

Firm
Mendez Petty Moreno Llp
Address
1400 EASTON DRIVE SUITE 139-A, BAKERSFIELD, CA 93309
Preparer
Nathan J Petty CPA
Phone
6618647880
Supplemental Narrative

Additional Explanations

Client Note 1

Client Note 1 - As of the submission date the Organization's 2015 audit was still in progress. Once the audit is completed and approved by the Organization's board the form 990 and all state returns and reports will be amended and filed to reflect any changes.

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: WORKERS' RIGHTSThe newly formed workers rights program focused on the 1) development of a network of 22 organizations across the United States willing to participate in the on-going monitoring and reporting of forced labor situations; 2) the documentation and training of key staff around best practices for engaging forced labor situations; 3) the development of a social media site and radio spots publicizing the Reportalo number where farm workers can report forced labor situations; and 4) the mobilization of a network of Mexican allies to monitor for cases of forced labor from workers communities of origin.

Other Changes In Net Assets Or Fund Balances - Other Decreases

Adjusting entry to be corrected after audit completion = -$552548

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IRS990/Desc0MEMBER SERVICESThe UFW Foundation educates immigrants about their rights and responsibilities, and helps them access the immigration benefits that may be available to them and/or their family members. In 2015, the organizations Board of Immigration Appeals (BIA) accredited staff assisted approximately 1,700 individuals with low-cost immigration legal consultations and legal representation. Clients were mainly farm workers and other low-income Latino immigrants who reside in Californias San Joaquin Valley and Central Coast and in Arizonas Phoenix metro area. The organization helped its constituents apply for citizenship, Deferred Action for Childhood Arrivals (DACA), U-Visas, family petitions, and other immigration benefits. Furthermore, clients saved over $135,000 in USCIS application fees in 2015 through its assistance with fee waiver applications.Additionally, 8,860 community members were provided assistance with tax preparation, which helped many families attain the Earned Income Tax Credit (EITC), and with eligibility screening and enrollment in safety net and health insurance programs such as CalFresh (food stamps), Medi-Cal, Covered California (ACA), Healthy Families, CalWORKs, Unemployment, social security, and drought relief resources.Notably, the UFW Foundations outreach in the community reached approximately 30,000 people through in person outreach activities. The organization hosted informational sessions to educate the community about workplace health and safety; the eligibility requirements for safety net programs, the Affordable Care Act, and available immigration relief; and the rights of immigrants (regardless of immigration status). In total, 786 informational sessions and outreach activities were held in California and Arizona.
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IRS990/OtherExpensesGrp/Desc0FEES
IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2Postage and Shipping
IRS990/OtherExpensesGrp/Desc3Scholarships
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IRS990/ProgSrvcAccomActy2Grp/Desc0CIVIC PARTICIPATIONAlong with the United Farm Workers union, the UFW Foundation settled a lawsuit with the state of California resulting in stronger heat regulations that protect farm workers and other outdoor workers from heat illness. Consequently, the UFW Foundation has an MOU with CalOSHA, that allows the organization to file complaints on behalf of worker when the heat regulations are not being followed by employers. As such, the UFW Foundation implemented a heat illness prevention campaign that outreached to thousands of workers to inform them about their rights and encouraged them to report any violations of the heat regulations. Violations were reported to CalOsha that impacted an estimated 50,000 farm workers.Additionally, the Civic Participation program organized and/or participated in events involving farm workers in California, Washington, Oregon, and Arizona related to the need for the administrative relief programs (DAPA and DACA expansion) announced by President Obama on November 20th, 2014. These events included rallies in front of the Mesa Verde Detention Center in Bakersfield and at the 5th Circuit Court of Appeals in New Orleans. The organizations actions and social media campaigns were aimed to draw attention in unique ways to farm workers lives and the need for immigration reform. Moreover, farm workers became spokespeople for their communities by interacting with news media and social media, sharing their stories, and informing policymakers of the needs of farm workers and immigrants.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0234147
IRS990/ProgSrvcAccomActy3Grp/Desc0POLICY RESEARCHThe UFW Foundation is involved in multiple collaborations focused on preparing for immigration reform or administrative relief. The organization co-chairs the communications committee of the Coalition for Immigration Reform Implementation (CIRI) that is being led by the Catholic Legal Immigration Network, Inc. (CLINIC), and is working to develop a national communications strategy that reaches legalization-eligible immigrants with information regarding the law while making sure that it warns against the consequences of receiving assistance from fraudulent providers. The UFW Foundation also is an active participant in a coalition, named Ready California, which is working to make sure that California is prepared for immigration legalization implementation. Through this collaboration, the UFW Foundation leads the administrative relief implementation planning efforts in the South Coast, Central Coast and North Coast California regions and participates in the Southern San Joaquin Valley efforts.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.1$3.00$12.1$50.1$47.9$2.20
2023Summary only. Only limited summary data is available for this year.$13.7$3.80$9.87$68.4$65.2$3.22
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.84$2.18$6.66$13.8$13.0$0.81
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.01$2.15$5.86$14.1$17.4$3.30
2020Summary only. Only limited summary data is available for this year.$10.8$1.71$9.12$31.2$24.1$7.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$0.49$2.03$5.73$5.55$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.94$1.09$1.85$5.92$6.57$0.65
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.69$0.23$2.46$5.11$4.35$0.76
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.05$0.35$1.70$2.75$2.89$0.14
2015Detailed filing. Detailed filing data is available for this year.$2.02$0.19$1.83$3.14$1.75$1.39
2015Detailed filing. Detailed filing data is available for this year.$0.11$0.19$0.08$1.74$1.71$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.55$0.10$0.44$1.74$1.72$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.56$0.63$0.07$1.55$1.65$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.10$0.37$1.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.05$0.19$0.82
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.07$0.34$0.76