Civic Intelligence

Ufw Foundation

990 • Fiscal year 2019 • EIN 95-2703575

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

3002 Whittier BlvdLos Angeles, CA 90023

(323) 264-2700

Siviq Scores

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

Liabilities / Assets

55th percentile

0.20x

Higher debt load relative to assets than 55% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

35th percentile

0.09x

Higher debt load relative to revenue than 35% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

51st percentile

3.2%

Higher net margin than 51% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

41st percentile

$104,148

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

7th percentile

-14%

Faster asset growth than 7% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

30th percentile

-3.2%

Faster revenue growth than 30% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Assets

Down

$2,523,409

Down $414,468 (-14%) from 2018

Net Assets

Up

$2,031,136

Up $181,685 (+9.8%) from 2018

Liabilities

Down

$492,273

Down $596,153 (-55%) from 2018

Revenue

Down

$5,733,204

Down $187,362 (-3.2%) from 2018

Expenses

Down

$5,551,519

Down $1,022,983 (-16%) from 2018

Net Income

Up

$181,685

Up $835,621 (+128%) from 2018

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: $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

2019

Assets$2,523,409
Liabilities$492,273
Net Assets$2,031,136

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: $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

2019

Revenue$5,733,204
Expenses$5,551,519
Net Income$181,685
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 8, 2020
Return Version
2019v5.0
Gross Receipts
$5,733,204
Mission and Program Overview

Mission

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

The UFW Foundations mission is to empower communities to ensure human dignity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$1,064,572$1,503,972▲ $439,400
Cash and Non-Interest-Bearing Accounts$1,449,368$714,536▼ $734,832
Investments in Publicly Traded Securities$212,573$216,831▲ $4,258
Land, Buildings, and Equipment, Net$74,708$68,324▼ $6,384
Prepaid Expenses and Deferred Charges$16,149$7,570▼ $8,579
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$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-
Total Assets$2,937,877$2,523,409▼ $414,468
Other Assets Total$120,507$12,176▼ $108,331
Liabilities
Accounts Payable and Accrued Expenses$1,088,426$492,273▼ $596,153
Total Liabilities$1,088,426$492,273▼ $596,153
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,126,393$1,063,681▼ $62,712
Net Assets With Donor Restrictions$723,058$967,455▲ $244,397
Total Net Assets Fund Balance$1,849,451$2,031,136▲ $181,685
Total Liabilities and Net Assets / Fund Balance$2,937,877$2,523,409▼ $414,468

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$68,324$23,770$92,094
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Diana Tellefson TorresExecutive DirectorFT$96,744$7,404$104,148
Arturo S RodriguezFormer PresidentFT$72,638-$72,638

Board Members and Trustees

NameTitle
Tanis YbarraPresident
Andrea La RueDirector
Guadalupe MartinezDirector
Ramon RamirezDirector
Teresa RomeroDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Rfk Medical PlanMedical BenefitsPO BOX 62, Keene, CA 93531$351,968
EntidadApplications Consult3759 W AVE 40 STE K104, Los Angeles, CA 90065$150,000
Martinez Aguilasocho & LynchLegal1527 19TH ST STE 332, Bakersfield, CA 93301$140,326
Revenue and Support

Revenue Composition

Contributions and Grants
$5,593,990
Program Service Revenue
$100,174
Investment Income
$13,385
Other Revenue
$25,655
All Other Contributions
$1,711,447
Change in Net Assets
$181,685

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,733,204
Total Revenue per Audited Statements
$5,733,204
Total Revenue per Form 990
$5,733,204
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,882,774
Grants and Similar Amounts Paid$1,363,575
Other Expenses$1,305,170
Total Fundraising Expense$214,933
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,626,834$335,026$127,364$2,089,224
Grants to Domestic Orgs$1,363,575--$1,363,575
Other Employee Benefits$403,158$65,002$19,762$487,922
Fees for Services Other$192,223$84,892$20,793$297,908
Occupancy$183,377$27,482$7,631$218,490
Payroll Taxes$149,671$28,139$10,672$188,482
Travel$163,596$4,866$5,493$173,955
All Other Expenses$155,221$-43,498$2,844$114,567
Current Officers, Directors, Trustees, and Key Employees$104,448--$104,448
Office Expenses$65,640$10,059$2,385$78,084
Conferences and Meetings$41,494$4,079$3,394$48,967
Information Technology$34,568$6,071$1,712$42,351
Insurance$33,102$1,659$548$35,309
Fees for Services Legal$21,777$6,750-$28,527
Other Expenses$24,315$2,617$845$27,777
Depreciation Depletion$12,357$2,986-$15,343
Fees for Services Accounting$2,154$10,512$52$12,718
Pension Plan Contributions-$12,698-$12,698
Interest$489$10$20$519
Total Functional Expenses$4,762,213$574,373$214,933$5,551,519

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,551,519
Total Expenses per Audited Statements$5,551,519
Total Expenses per Form 990$5,551,519
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Immigrant Legal DefenseOakland, CA-CDSS - Immigration Legal Services$988,926
Centro Binacional para el DesFresno, CA-CDSS - O&S; Sierra Health (policy c$102,584
Centro La Familia Advocacy SeFresno, CA-Cdss - Ils, O&s, Daca$90,518
Education and Leadership FounFresno, CA-CDSS - ILS, O&S, DACA; Sierra Healt$85,584
Central California Legal ServFresno, CA-Cdss - Ils$63,625
Youth 2 LeadersBakersfield, CA-Cdss - O&s$15,300
Proteus IncVisalia, CA-Cdss - O&s$10,200
Organizacion en California deOxnard, CA-Cdss - O&s$5,865
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
-Spouse of EdTech ConsultingNo$150,000

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 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
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 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 15A: Compensation Review & Approval Process - CEO, Top Management

An analysis was performed last year of the entire executive team's salary which resulted in board approval for wage increases. The Organization purchased independent non-profit compensation reports and interviewed funders for feedback.

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
3002 Whittier Blvd, Los Angeles, CA 90023

Signing Officer

Name
Diana Tellefson Torres
Title
Executive Director
Signed
2020-10-08
Discuss with paid preparer
Yes

Organization Details

Formed
1971
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
68
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
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IRS990/MissionDesc0The UFW Foundations mission is to empower communities to ensure human dignity.
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IRS990/ProgSrvcAccomActy2Grp/Desc0PolicyFederalIn 2019, the UFW Foundation focused on several federal policy campaigns. In January 2019, the Agricultural Worker Program Act of 2019 (Blue Card bill) was introduced. This legislation, sponsored by the UFW Foundation, was introduced on Jan. 17, 2019 by U.S. Representative Zoe Lofgren (D-Calif.) and Sen. Dianne Feinstein (D-CA). This bill would provide legal status with a path to citizenship for farm workers. Similarly, the UFW Foundation worked in bipartisan fashion, alongside the United Farm Workers of America, to negotiate, introduce and pass the Farm Workforce Modernization Act (H.R.5038). Three farm worker delegations went to Washington DC to speak with Congressional members about the need for legal status. As such, this groundbreaking bill passed the House of Representatives on December 11, 2019 with overwhelming support (260 165), including 34 Republican votes. The bill was received in the Senate on December 12, 2019. This is the first time in decades that the full House, under either party, has enacted an agricultural immigration bill. Additionally, the Fairness for Farm Workers Act by U.S. Sen. Kamala Harris (D-Calif.) and U.S. Rep. Ral M. Grijalva (D-Ariz.) was introduced to end the exclusion of farm workers from overtime pay federally 81 years after nearly all other U.S. workers secured overtime. The UFW Foundation continues to work on passage of these three important bills in 2020.StateOn February 21 2019, California State Senator Maria Elena Durazo introduced Senate Bill 458, the Protect Children from Brain-Damaging Chlorpyrifos Act of 2019 in the California legislature. UFW Foundation joined our sister organization, the United Farm Workers, and Earthjustice in sponsoring this important legislation. This bill would prohibit the use of pesticide products that contain the brain-damaging ingredient Chlorpyrifos. The UFW Foundation mobilized farm workers who were impacted by Chlorpyrifos poisoning to speak with legislators in the capitol regarding the impact of this chemical. Although Governor Gavin Newsoms Administration announced the start of a regulatory process to end the use of Chlorpyrifos, the UFW Foundation continues push legislation that truly codifies the ban of Chlorpyrifos.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0814783
IRS990/ProgSrvcAccomActy3Grp/Desc0Systemic Change (formerly, Civic Participation)Through the Systemic Change program, the UFW Foundation lifts the voices of farm workers as they become 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 throughout the year. The organization also conducted outreach events to educate the community about workplace health and safety, the eligibility requirements for safety net programs, available immigration relief and the rights of immigrants.In 2019, the federal administration proposed changes to the H-2A agricultural guestworker program. These proposed changes would impact farm workers wages and job security. Working alongside partner organizations, such as the United Farm Workers and Farmworker Justice, 82,509 public comments were submitted. Additionally, in-depth farm workers testimonies were also shared with congressional members regarding the impact of these proposed changes. H2A Campaign: 82,509 public comments submitted, including 77 in-depth testimonies from workers sharing how Trumps proposed changes to the H2A program would impact their wages and job security, 3,340 postcards from farm workers and rural community members, and 79,092 digital comments from allies and supporters throughout the United States. A joint organizational comment on behalf of the UFW/UFWF that featured worker testimonies was also submitted, and the Chairs (House) and Ranking Members (Senate) of the Judiciary and Labor Committees submitted letters opposing the H-2A proposal as well.
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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
2019Detailed filing. Detailed filing data is available for this year.$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
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