2023-11-15T19:27:47-06:00 2022-12-31 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2022-03-10 881168529 WORKMONEY FOUNDATION INC WORK 2622047368 790 N MILWAUKEE STREET STE 300 MILWAUKEE WI 53202 CARRIE J GRIMES CHIEF EXECUTIVE OFFICER 2622047368 2023-11-15 1 CARRIE GRIMES 999009999 1 WENDY CAMPOS P00448102 5032421447 2023-11-15 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X CARRIE J GRIMES 790 N MILWAUKEE STREET STE 300 MILWAUKEE WI 53202 3420000 0 X N/A X 2022 WI WORKMONEY FOUNDATION, INC. (WMF) WAS CREATED TO HELP EVERYDAY AMERICANS AFFORD A GOOD LIFE BY HELPING AMERICANS ACT IN THEIR FINANCIAL SELF-INTEREST THROUGH PUBLIC EDUCATION. THE GOAL OF THE ORGANIZATION IS TO HELP EVERYONE IN AMERICA BE ABLE TO AFFORD TO LIVE A GOOD LIFE AND TO HAVE THEIR WORK REWARDED WITH ECONOMIC SECURITY. IN ORDER TO FURTHER THIS GOAL, WMF WILL CONDUCT NATIONAL PUBLIC EDUCATION CAMPAIGNS TO PROVIDE CRITICAL, TIMELY INFORMATION ABOUT ENACTED LEGISLATION AND FINANCIAL MATTERS (INCLUDING HELPING EVERYDAY AMERICANS ACCESS AND NAVIGATE COMPLICATED GOVERNMENT PROGRAMS LIKE UNEMPLOYMENT INSURANCE AND THE CHILD TAX CREDIT), CONDUCT SCIENTIFIC RESEARCH, AND EDUCATE THE PUBLIC ABOUT POLICY ISSUES THAT AFFECT THEIR FINANCES. 3 2 0 2 0 0 3420000 0 0 0 3420000 0 0 0 0 0 1565 1565 3418435 3420000 1565 3418435 X WORKMONEY FOUNDATION, INC. (WMF) WAS CREATED TO HELP EVERYDAY AMERICANS AFFORD A GOOD LIFE BY HELPING AMERICANS ACT IN THEIR FINANCIAL SELF-INTEREST THROUGH PUBLIC EDUCATION. THE GOAL OF THE ORGANIZATION IS TO HELP EVERYONE IN AMERICA BE ABLE TO AFFORD TO LIVE A GOOD LIFE AND TO HAVE THEIR WORK REWARDED WITH ECONOMIC SECURITY. IN ORDER TO FURTHER THIS GOAL, WMF WILL CONDUCT NATIONAL PUBLIC EDUCATION CAMPAIGNS TO PROVIDE CRITICAL, TIMELY INFORMATION ABOUT ENACTED LEGISLATION AND FINANCIAL MATTERS (INCLUDING HELPING EVERYDAY AMERICANS ACCESS AND NAVIGATE COMPLICATED GOVERNMENT PROGRAMS LIKE UNEMPLOYMENT INSURANCE AND THE CHILD TAX CREDIT), CONDUCT SCIENTIFIC RESEARCH, AND EDUCATE THE PUBLIC ABOUT POLICY ISSUES THAT AFFECT THEIR FINANCES. 0 0 0 0 0 WORKMONEY FOUNDATION DID NOT CONDUCT PROGRAM SERVICE WORK IN 2022 - THIS PARTIAL YEAR WAS FOCUSED ON INCORPORATION AND SETTING UP ADMINISTRATIVE SYSTEMS TO LAUNCH WORK IN 2023. 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 2 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 0 0 0 WI X SARAH LAYTON VP FINANCE 2622047368 790 N MILWAUKEE STREET STE 300 MILWAUKEE WI 53202 X CARRIE JOY GRIMES PRESIDENT & CHIEF EXECUTIVE OFFICER 1.00 X X 0 0 0 LYNN ANDERSON CLARK SECRETARY 2.00 X X 0 0 0 CHRISTINA DES VAUX TREASURER 2.00 X X 0 0 0 0 0 0 0 0 0 0 0 3420000 3420000 3420000 0 0 0 1565 1565 1565 0 1565 0 0 2150000 0 1200000 0 70000 0 3420000 0 1565 0 1565 X 0 3048435 0 370000 0 3418435 0 3420000 3418435 0 X 0 1 X 1 0 X 3420000 3420000 3420000 3420000 3026400 393600 3420000 X PART II, SHORT YEAR EXPLANATION: 2022 WAS THE ORGANIZATION'S FIRST YEAR IN OPERATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 3420000 0 3420000 0 3420000 1565 0 1565 0 1565 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE FOUNDATION IS DESCRIBED IN SECTION 501(C)(3) 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 FOUNDATION'S TAX-EXEMPT PURPOSES ARE NOT EXEMPT AND ARE SUBJECT TO FEDERAL INCOME TAXES. THE FOUNDATION 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 FOUNDATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO INCOME TAX MATTERS IN FEDERAL EXCISE TAX EXPENSE. THE FOUNDATION HAD NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2022. THE FOUNDATION FILES AN EXEMPT ORGANIZATION RETURN WITH THE U.S. FEDERAL AND WISCONSIN JURISDICTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY THE VP OF FINANCE AND THE ORGANIZATION'S AUDITOR, AND REVIEWED INTERNALLY BY THE EXECUTIVE TEAM AND THE BOARD FINANCE COMMITTEE BEFORE BEING APPROVED AND FILED. FORM 990, PART VI, SECTION C, LINE 19 WORKMONEY FOUNDATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC.