Civic Intelligence

Ufw Foundation

990 • Fiscal year 2021 • EIN 95-2703575

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 03, 2022

PO Box 23400Los Angeles, CA 90023

(323) 264-2700

Siviq Scores

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

Liabilities / Assets

60th percentile

0.27x

Higher debt load relative to assets than 60% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

41st percentile

0.15x

Higher debt load relative to revenue than 41% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

8th percentile

-23%

Higher net margin than 8% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

34th percentile

$130,388

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

2nd percentile

-26%

Faster asset growth than 2% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-55%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Assets

Down

$8,010,755

Down $2,820,078 (-26%) from 2020

Net Assets

Down

$5,863,649

Down $3,254,000 (-36%) from 2020

Liabilities

Up

$2,147,106

Up $433,922 (+25%) from 2020

Revenue

Down

$14,069,050

Down $17,116,438 (-55%) from 2020

Expenses

Down

$17,371,746

Down $6,719,550 (-28%) from 2020

Net Income

Down

-$3,302,696

Down $10,396,888 (-147%) from 2020

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

2021

Assets$8,010,755
Liabilities$2,147,106
Net Assets$5,863,649

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

2021

Revenue$14,069,050
Expenses$17,371,746
Net Income-$3,302,696
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 3, 2022
Return Version
2021v4.0
Gross Receipts
$14,069,050
Mission and Program Overview

Mission

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

The UFW Foundation empowers farm workers and their communities to improve workplace and living conditions through effective state and federal advocacy, grassroots engagement and the provision of critical services, such as credible immigration legal representationreaching 704,843 constituents directly through our programs in 2021 including:1,018 unduplicated volunteers60,905 through our call center166,783 through canvassing

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$7,960,494$3,869,958▼ $4,090,536
Accounts Receivable$1,510,852$2,115,329▲ $604,477
Land, Buildings, and Equipment, Net$52,981$1,808,661▲ $1,755,680
Pledges and Grants Receivable$949,961$0▼ $949,961
Savings and Temporary Cash Investments$112,518$0▼ $112,518
Prepaid Expenses and Deferred Charges$39,927$106,752▲ $66,825
Investments in Publicly Traded Securities$191,826$97,781▼ $94,045
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-
Total Assets$10,830,833$8,010,755▼ $2,820,078
Other Assets Total$12,274$12,274→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property-$1,197,755-
Accounts Payable and Accrued Expenses$1,713,184$949,351▼ $763,833
Total Liabilities$1,713,184$2,147,106▲ $433,922
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,060,035$3,509,903▲ $1,449,868
Net Assets With Donor Restrictions$7,057,614$2,353,746▼ $4,703,868
Total Net Assets Fund Balance$9,117,649$5,863,649▼ $3,254,000
Total Liabilities and Net Assets / Fund Balance$10,830,833$8,010,755▼ $2,820,078

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,464,335$12,511$1,476,846
Land$306,688-$306,688
Other Land Buildings$37,638$54,455$92,093
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Diana Tellefson TorresExecutive DirectorFT$119,077$11,311$130,388
Pamela AshlundFinance DirectorFT$117,731$9,107$126,838
Ester CadavidDevelopment DirectorFT$104,382$8,797$113,179
Maria OsorioPeople Relations / Operation DirectFT$99,591$8,797$108,388
Erica Lomeli CorcoranAdocacy & Policy DirectorFT$94,759$10,690$105,449
Fatima HernandezProgram DirectorFT$93,358$8,796$102,154
Arturo S RodriguezFormer PresidentFT$68,045-$68,045

Board Members and Trustees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
EntidadApplications Consult3759 W AVE 40 STE K104, Los Angeles, CA 90065$1,539,253
Rfk Medical PlanMedical BenefitsPO BOX 62, Keene, CA 93531$1,027,751
-Consulting5204 WHITE FLINT DR, Kensington, MD 20895$107,500
Revenue and Support

Revenue Composition

Contributions and Grants
$13,884,997
Program Service Revenue
$8,043
Investment Income
$10,068
Other Revenue
$165,942
All Other Contributions
$13,871,042
Change in Net Assets
$-3,302,696

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
Clothing and Household Goods-$579,233Fair Market Value (FMV)
Other Non Cash Contri Table1$25,000Fair Market Value (FMV) of Credits
Total Noncash Contributions1$604,233-

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,069,050
Total Revenue per Audited Statements
$14,069,050
Total Revenue per Form 990
$14,069,050
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,345,960
Other Expenses$4,522,326
Grants and Similar Amounts Paid$4,503,460
Total Fundraising Expense$464,189
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,497,704$296,732$229,944$6,024,380
Grants to Domestic Individuals$4,503,460--$4,503,460
Fees for Services Other$2,092,040$93,526$1,460$2,187,026
Other Employee Benefits$896,209$86,109$48,248$1,030,566
Current Officers, Directors, Trustees, and Key Employees$207,603$365,614$113,179$686,396
Payroll Taxes$477,029$54,014$27,268$558,311
Office Expenses$292,794$20,853$7,573$321,220
All Other Expenses$208,168$27,143$7,664$242,975
Occupancy$192,739$21,552$16,013$230,304
Travel$196,109$1,959$978$199,046
Other Expenses$63,782$6,801$9,308$70,583
Insurance$29,657$38,424-$68,081
Information Technology$46,856$5,683-$52,539
Pension Plan Contributions$38,209$5,644$2,454$46,307
Depreciation Depletion-$27,886-$27,886
Fees for Services Legal$375$21,096$100$21,571
Fees for Services Accounting-$14,500-$14,500
Interest$364$11,085-$11,449
Total Functional Expenses$15,694,028$1,213,529$464,189$17,371,746

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$17,371,746
Total Expenses per Audited Statements$17,371,746
Total Expenses per Form 990$17,371,746
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$1,539,253

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

The 990 is reviewed by the Finance Director, Executive Director and Board Audit Committee which then makes a recommendation for approval by the full Board. The Board is also provided with the 990. Once the full Board votes to approve, the 990 is filed.

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

The People Relations 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. Additionally, the Board must approve any agreements that may present any conflict of interest, regardless of the amount

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
PO BOX 23400, Los Angeles, CA 90023

Signing Officer

Name
Diana Tellefson Torres
Title
Executive Director
Signed
2022-10-03
Discuss with paid preparer
Yes

Organization Details

Formed
1971
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
184
Volunteers
1,018

Preparer

Firm
Mendez Petty Moreno Llp
Address
900 TRUXTUN AVE STE 130, BAKERSFIELD, CA 93301
Preparer
Abel Moreno CPA
Phone
6618647880
Supplemental Narrative

Additional Explanations

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

OTHER PROGRAM SERVICES 4: EMERGENCY RELIEFAs a result of the pandemic, the UFW Foundation provided critical disaster relief for farm workers and immigrants. In 2021, the UFW Foundation distributed $2,757,475 in pandemic financial relief to immigrants in the Central Valley and farm workers in California, Washington and Oregon. In order to address food insecurity and further protect farm workers from COVID-19, the UFW Foundation distributed food, face masks and other protective equipment in California, Oregon, Washington and Michigan through on-the-ground outreach and education. In California, the organization partnered with World Central Kitchen to distribute restaurant prepared meals and with local food banks to distribute emergency food boxes. The organization also purchased or collected food through philanthropic donations. During emergency resource distributions, farm workers and other rural community members were also provided with information about emergency relief resources, workplace rights, COVID-19 prevention, and immigrant rights. These efforts resulted in:428,592 directly reached through emergency relief events; 83,383 emergency food boxes distributed;47,025 World Central Kitchen meals provided; 1,596,752 masks distributed; and40,282 COVID-19 vaccines administered. OTHER PROGRAM SERVICES 5: FISCAL SPONSORSHIPThe UFW Foundation provided fiscal sponsorship support to Immigration Legal Defense for the California State University Immigration Legal Services Project.

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IRS990/Form990PartVIISectionAGrp/PersonNm0Diana Tellefson Torres
IRS990/Form990PartVIISectionAGrp/PersonNm1PAMELA ASHLUND
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IRS990/Form990PartVIISectionAGrp/PersonNm7Teresa Romero
IRS990/Form990PartVIISectionAGrp/PersonNm8Tanis Ybarra
IRS990/Form990PartVIISectionAGrp/PersonNm9Guadalupe Martinez
IRS990/Form990PartVIISectionAGrp/PersonNm10Ramon Ramirez
IRS990/Form990PartVIISectionAGrp/PersonNm11Andrea La Rue
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Development Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3People Relations / Operation Direct
IRS990/Form990PartVIISectionAGrp/TitleTxt4ADOCACY & POLICY DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5Program Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6FORMER PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
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IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNITY ADVANCEMENTImmigration and Public Benefits ServicesAs the largest Department of Justice-recognized immigration legal services provider in rural California, the organization worked diligently to address farm workers and other low-income immigrants immigration legal services needs during the pandemic. Due to the COVID-19 risks to staff and constituents, our immigration legal services, public benefits enrollment and tax services strategies shifted to virtual services most of 2021. All of the service centers were open for appointment only and document drop-off in late 2021. Despite this tremendous challenge, the UFW Foundation worked on 5,447 immigration legal services cases. Additionally, the UFW Foundation provided 2,032 people with public benefits application assistance in 2021.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03686767
IRS990/ProgSrvcAccomActy3Grp/Desc0SYSTEMIC CHANGELeadership Development and AdvocacyThe UFW Foundation has focused significantly on lifting the stories of farm workers through traditional and digital media given the disproportionate impact that the pandemic has had on this community. The systemic change team has also focused extensively on engaging and developing the leadership skills of farm workers, children of farm workers and other community members. Constituents are engaged through house meetings (digital and in-person, utilizing COVID-19 safety measures), door to door canvassing, phone banking, and communications campaigns. Farm workers and their children throughout the country have received advocacy and story-telling training. As such, our constituents have spoken with media reporters and participated in digital meetings with health officials, congressional members and other policy-makers. They have also volunteered and recruited volunteers for food and emergency relief resource events, house meetings in preparation for advocacy efforts and other key events. Some of our advocacy efforts included successfully passing the immigration reform bill for farm workers, the Farm Workforce Modernization Act (HR 1603), in the House of Representatives with strong bipartisan support that included 30 republicans. We also supported advocacy and communications efforts to uplift The Dream and Promise Act of 2021 which would provide a pathway to citizenship for undocumented immigrant youth and TPS holders. H.R. 6, the Dream and Promise Act of 2021. As a steering committee member of the We Are Home Campaign, the UFW Foundation has been pushing for immigration to be included in the Build Back Better social spending package. As a result of ongoing advocacy efforts, legalization language that provided work permits, protection from deportation, and the ability to travel for undocumented immigrants was included the in the House version of the Build Back Better budget bill that passed on November 19, 2021. Advocacy efforts included three delegations to Washington DC in which over 30 farm worker leaders from 10 states met with lawmakers and participated in actions advocating for legalization. Additionally, the UFW Foundations advocacy at the federal level led to a $655 million grant program announcement by the USDA to help farmworkers and other food workers with pandemic-related health and safety costs. The UFW Foundation worked to advance legislation that would empower USDA to support farm workers throughout this pandemic. The program will likely begin during the summer of 2022.Another example of the impact of the UFW Foundations advocacy, communications and data work had on our advocacy is the fact that the Biden Administration started the administrative process to institute federal workplace heat standards to protect farm workers and other outdoor workers from heat death. Additionally, we achieved changes in emergency heat standards in Washington State.Digital InitiativeIn 2021, the digital initiative continued the development of various business applications on our block-chain based platform that service providers are already using, which includes DACA immigration legal services and emergency relief event registration. Farm workers were able to register for disaster relief food or pre-paid card distribution events in advance via their smart phones and staff were able to verify the individual when they arrived at the event. Additionally, staff helped enroll farm workers into its texting messaging program at resource distribution events which also allowed the organization to gain great insights into how farm workers utilize their smartphones and how they build digital trust.
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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
2021Detailed filing. Detailed filing data is available for this year.$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
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
Peer Organizations

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