2024-11-14T08:02:02-06:00 2023-12-31 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 550 MILWAUKEE WI 53202 990 2023-01-01 270321696 FAMILY VALUES WORK A MULTI-STATE CONSORTIUM FAMI 4144369536 207 E BUFFALO STREET 501 MILWAUKEE WI 53202 ERICA CLEMMONS DEAN DEPUTY DIRECTOR 4144369536 2024-11-14 1 1 KATY L SOMMER P00273273 4142711451 2024-11-13 2023 2024-10-15 13:58:12Z ERICA CLEMMONS DEAN 207 E BUFFALO STREET 501 MILWAUKEE WI 53202 10894193 0 X WWW.FAMILYVALUESATWORK.ORG X 2009 WI FAMILY VALUES AT WORK SUPPORTS RESEARCH, OUTREACH AND EDUCATION OF WORK/FAMILY BEST PRACTICES. 6 6 35 10 0 0 8317102 10604886 1500 15471 108797 245947 4807 27889 8432206 10894193 3934373 3458450 0 0 3283778 3794970 0 0 607227 1564134 1746506 8782285 8999926 -350079 1894267 10961874 12936647 349736 293389 10612138 12643258 X FAMILY VALUES AT WORK SUPPORTS RESEARCH, OUTREACH AND EDUCATION OF WORK/FAMILY BEST PRACTICES. 0 0 7043226 3458450 43360 FAMILY VALUES @ WORK IS A MOVEMENT NETWORK OF MORE THAN 2,000+ GRASSROOTS ACTIVISTS, BUSINESS OWNERS AND NON-PROFIT ORGANIZATIONS IN OVER TWO DOZEN STATES WORKING TOWARD ECONOMIC, RACIAL AND GENDER JUSTICE. WE HAVE UNITED ACTIVISTS AND WORKERS, LIFTING UP THEIR VOICES IN KEY STATES AND LOCALITIES FOCUSED ON WINNING POLICIES THAT SUPPORT WORKERS AND FAMILIES. WE CONFRONT THIS NATION'S LONG HISTORY OF COERCED AND UNDERPAID CAREGIVING LABOR AND COUNTER IT WITH DEMANDS FOR AN ECONOMY BASED ON CARE AND EQUITY. WE FIGHT FOR FAMILY SUPPORTING POLICIES BECAUSE WE KNOW THAT THE BUILDING BLOCKS OF UPWARD ECONOMIC MOBILITY-JOB RETENTION, RAISES, PROMOTIONS, AND ASSET DEVELOPMENT- DEPEND ON ACCESS TO PAID FAMILY AND MEDICAL LEAVE, PAID SICK DAYS AND AFFORDABLE CHILD CARE. WHEN TAKING TIME FOR CAREGIVING LEADS TO LOSS OF A JOB OR PAY, ECONOMIC OPPORTUNITY DRIES UP. ACCESS TO PAID LEAVE AND CHILD CARE IMPROVES FAMILY ECONOMIC STABILITY AND OPPORTUNITY, GENDER AND RACIAL EQUITY, AND PUBLIC AND INDIVIDUAL HEALTH. WOMEN, LOW-WAGE WORKERS, WORKERS OF COLOR AND LGBTQ+ WORKERS ARE OFTEN TRAPPED IN A REVOLVING DOOR OF ECONOMIC INSTABILITY DUE TO A LACK OF NATIONAL STANDARDS AROUND STRONG CARE ECONOMY POLICIES. 498335 IN ADDITION TO WORKING TOWARDS SOCIAL CHANGE ON PAID LEAVE AND CHILDCARE ISSUES, WE ALSO IMPLEMENTED TWO NEW INTITIATIVES IN 2023: DEMOCRACY AND INTEGRATED VOTER ENGAGEMENT (DIVE) AND OASIS. DIVE CONNECTS THE FIGHT FOR VOTING RIGHTS TO THE SUCCESS OF ECONOMIC ISSUES BY ENGAGING COMMUNITIES IN VOTER AND CIVIC ENGAGEMENT TO WIN ON CARE INFRASTRUCTURE ISSUES ACROSS THE COUNTRY. OASIS IS A 9-MONTH COHORT BASED PROGRAM THAT PROVIDES A PROTECTED SPACE AND SUPPORTS A NETWORK FOR WOMEN LEGISLATORS TO BUILD THE RESILIENCE NECESSARY TO EFFECTIVELY LEAD AND CO-CREATE A SOCIETY THAT WORKS FOR ALL PEPOLE. THE ACTIVITIES OF OASIS ARE NONPARTISAN, 501 C3 COMPLIANT. 0 A MAJOR CAMPAIGN THAT WAS IN PLANNING STAGES THAT WILL BE FULLY LAUNCHED IN 2024-2025 IS THE NEW ECOSYSTEM WORK: SUPPORTING POLICY ECOSYSTEMS TO MAKE CHILDREN AND FAMILIES A PRIORITY. FVAW WILL BE A CO-ANCHOR OF THIS WORK THAT WILL SUPPORT ORGANIZATIONS AROUND THE COUNTRY TO WORK TOWARDS LONG TERM GOALS THAT INCLUDE: 1) STRENGTHEN AND REINFORCE ADVOCATED CONNECTIONS WORKING IN CHILD ADVOCACY AND ECONOMIC INCLUSION AND IN WAYS THAT APPLY A STRUCTURAL RACISM LENS; 2) EVOLVE EXISTING INFRASTRUCTURE TO ADVANCE LONG TERM STRATEGIC APPROACHES THAT STITCH TOGETHER DOMAINS OF NARATIVES AND POLICY CHANGE TO CENTER THE WELL BEING OF CHILDREN AND FAMILIES; 3) INFLUENCE THE NATIONAL CONVERSATION SO THAT CHILDREN'S ISSUES ARE SEEN AS ECONOMIC ISSUES AND VICE-VERSA; 4) BUILD POWER AT THE COMMUNITY, STATE, AND REGIONAL LEVEL TO ENSURE ADVOCATES ARE CENTERING THEIR WORK AROUND THE NEEDS OF FAMILIES; AND 5) SUPPORT CATALYTIC POLICY CHANGES AT THE STATE LEVEL THAT ENABLE THE CONDITIONS TO CREATE A MORE INCLUSIVE ECONOMY. 7541561 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 84 0 1 35 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X LINDA GARCIA BARNARD 4144369536 207 E BUFFALO STREET STE 501 MILWAUKEE WI 53202 ERIKA WASHINGTON CHAIR 1.00 X X 0 0 0 ASHLEY PANELLI TREASURER 1.00 X X 0 0 0 CHANDA CAUSER DIRECTOR 1.00 X 0 0 0 CHERITA ELLENS CO CHAIR 1.00 X X 0 0 0 DIVYA NAIR SECRETARY 1.00 X X 0 0 0 KATRINA GONZALEZ YUEN DIRECTOR 1.00 X 0 0 0 NICOLE SANCLEMENTE DIRECTOR 1.00 X 0 0 0 TAMIEKA ATKINS DIRECTOR 1.00 X 0 0 0 NAT MOGUE DIRECTOR 1.00 X 0 0 0 ALICIA CONTRERAS DIRECTOR 1.00 X 0 0 0 JOSEPHINE F KALIPENI EXEC. DIR. 40.00 X 227867 0 26650 LINDA GARCIA BERNARD DIRECTOR OF FINANCE 40.00 X 138059 0 18083 RACHEL MANNINO DEVELOPMENT DIRECTOR 40.00 X 117483 0 37044 SUZETTE GARDNER DIRECTOR OF DIGITAL 40.00 X 129183 0 43187 MARIANNE BELLESORTE DIRECTOR OF PROGRAMS 40.00 X 133095 0 36938 ERICA CLEMMONS DEAN DEPUTY DIRECTOR 40.00 X 136494 0 28063 JENNIFER MORALES DIRECTOR OF MOVEMENT 40.00 X 139532 0 38202 1021713 0 228167 7 0 1 0 0 10604886 10604886 GAME CHANGER 900099 15471 15471 15471 245947 245947 CONSULTING INCOME 900099 27283 27283 OTHER INCOME 900099 606 606 27889 10894193 43360 0 245947 3458450 3458450 410659 297334 58748 54577 2478247 1816152 331673 330422 176997 115357 39177 22463 496893 324212 106830 65851 232174 174045 29119 29010 47824 47824 13555 13555 488194 401654 19010 67530 9277 9277 115543 67638 39225 8680 114772 59123 51024 4625 17268 17268 754781 694655 36488 23638 92604 73346 19258 2359 2359 15826 15826 STAFF DEVELOPMENT 52954 44015 8539 400 OTHER EXPENSES 12091 6286 5774 31 BANK SERVICE FEES 9458 17 9441 8999926 7541561 851138 607227 169489 321424 5582870 3737962 1213192 5924675 600 35453 49105 38608 1357 1139 9199 218 3908660 2864030 28759 14277 10961874 12936647 320002 278137 29734 15252 349736 293389 X 3677970 2653884 6934168 9989374 10612138 12643258 10961874 12936647 1894267 136853 0 X X 0 1 X 1 0 X 2818191 11070451 6675674 8317102 10604886 39486304 2818191 11070451 6675674 8317102 10604886 39486304 16032102 23454202 66435 15365 21624 108797 244893 457114 4644 1767 16759 4807 27889 55866 39999284 0.58640 0.54710 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2019 AMOUNT: $ 4,644. 2020 AMOUNT: $ 1,767. 2021 AMOUNT: $ 16,759. 2022 AMOUNT: $ 4,807. 2023 AMOUNT: $ 27,889. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 349000 349000 8650926 8999926 599996 149999 199001 0 0 412998 483090 582864 599996 2078948 3118422 121741 194732 140000 349000 805473 103250 120773 145716 149999 519738 779607 121741 194732 140000 349000 805473 1357 1139 218 218 X 11031046 136853 136853 10894193 0 10894193 8999926 0 8999926 0 8999926 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. MANAGEMENT HAS REVIEWED ALL TAX POSITIONS RECOGNIZED IN PREVIOUSLY FILED TAX RETURNS AND THOSE EXPECTED TO BE TAKEN IN FUTURE TAX RETURNS. AS OF DECEMBER 31, 2023, THE ORGANIZATION HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST AND PENALTIES. THE ORGANIZATION DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES TO UNRECOGNIZED INCOME TAX BENEFITS OVER THE NEXT YEAR. 1 9TO5 NATIONAL ASSOC OF WORKING 207 E BUFFALO ST STE 211 MILWAUKEE WI 53202 341246311 501(C)(3) 392800 0 FMV PROMOTE POLICIES TO VALUE FAMILIES AT WORK CALIFORNIA WORK AND FAMILY COALITION 207 E BUFFALO ST STE 501 MILWAUKEE WI 53202 17400 0 PROMOTE POLICIES TO VALUE FAMILIES AT WORK COALITION FOR SOCIAL JUSTICE EDUCATION FUND 105 WILLIAMS STREET NEW BEDFORD MA 02740 043351827 501(C)(3) 142400 0 FMV PROMOTE POLICIES TO VALUE FAMILIES AT WORK COLORADO ORGANIZATION FOR LATINA OPPORTUNITY AND REPRODUCTIVE RIGHTS PO BOX 40991 DENVER CO 80204 841569021 501(C)(3) 9500 0 PROMOTE POLICIES TO VALUE FAMILIES AT WORK CORAZON AZ 1918 WEST VAN BUREN STREET PHOENIX AZ 85009 852535554 501(C)(3) 46000 0 FMV PROMOTE POLICIES TO VALUE FAMILIES AT WORK DC JOBS WITH JUSTICE 1226 VERMONT AVE NW WASHINGTON DC 20005 521865575 501(C)(3) 50000 0 FMV PROMOTE POLICIES TO VALUE FAMILIES AT WORK ECONOMIC OPPORTUNITY INSTITUTE 603 STEWART STREET STE 715 SEATTLE WA 98103 911999302 501(C)(3) 165000 0 FMV PROMOTE POLICIES TO VALUE FAMILIES AT WORK ECONOMIC PROGRESS INSTITUTE 600 MT PLEASANT AVE BLDG 9 PROVIDENCE RI 02908 320295517 501(C)(3) 65000 0 FMV PROMOTE POLICIES TO VALUE FAMILIES AT WORK FAMILY FORWARD OREGON PO BOX 15146 PORTLAND OR 97293 800436735 501(C)(3) 218000 0 FMV PROMOTE POLICIES TO VALUE FAMILIES AT WORK FLORIDA COALITION ON BLACK CIVIC PARTICIP 4081 L B MCLEOD ROAD STE C ORLANDO FL 32811 800659599 501(C)(3) 60000 0 FMV PROMOTE POLICIES TO VALUE FAMILIES AT WORK HAWAII CHILDREN'S ACTION NETWORK 850 RICHARDS ST STE 201 HONOLULU HI 96813 943257650 501(C)(3) 62400 0 FMV PROMOTE POLICIES TO VALUE FAMILIES AT WORK ISAIAH 2356 UNIVERSITY AVE W STE 405 ST PAUL MN 55114 411957358 501(C)(3) 116900 0 FMV PROMOTE POLICIES TO VALUE FAMILIES AT WORK JEWS UNITED FOR JUSTICE 1100H ST NW STE 630 WASHINGTON DC 20005 522346578 501(C)(3) 40000 0 FMV PROMOTE POLICIES TO VALUE FAMILIES AT WORK JOB OPPORTUNITIES TASK FORCE 217 E REDWOOD STREET SUITE 1500 BALTIMORE MD 21202 522278450 501(C)(3) 70000 0 FMV PROMOTE POLICIES TO VALUE FAMILIES AT WORK MAIN STREET ALLIANCE 3518 S EDMUNDS ST SEATTLE WA 98118 842969730 501(C)(3) 80000 0 PROMOTE POLICIES TO VALUE FAMILIES AT WORK MAINE WOMEN'S LOBBY EDUCATION FUND 295 WATER STREET STE 10 AUGUSTA ME 04330 223093407 501(C)(3) 75500 0 FMV PROMOTE POLICIES TO VALUE FAMILIES AT WORK MAKE IT WORK NEVADA 1014 TORNEY AVE SAN FRANCISCO CA 94129 943153687 501(C)(4) 232000 0 PROMOTE POLICIES TO VALUE FAMILIES AT WORK MANY LANGUAGES ONE VOICE-MLOV 3166 MOUNT PLEASANT ST NW WASHINGTON DC 20010 274415158 501(C)(3) 40000 0 FMV PROMOTE POLICIES TO VALUE FAMILIES AT WORK MISSOURI JOBS WITH JUSTICE 2725 CLIFTON AVE ST LOUIS MO 63139 431864844 501(C)(3) 15000 0 PROMOTE POLICIES TO VALUE FAMILIES AT WORK MOTHERING JUSTICE 622 WALNUT STREET ROYAL OAK MI 48073 453740989 501(C)(3) 221900 0 FMV PROMOTE POLICIES TO VALUE FAMILIES AT WORK NEW JERSEY CITIZEN ACTION EDU 744 BROAD STREET 2080 NEWARK NJ 07102 222493628 501(C)(3) 170950 0 FMV PROMOTE POLICIES TO VALUE FAMILIES AT WORK NORTH CAROLINA JUSTICE CENTER 224 S DAWSON STREET RALEIGH NC 27601 561348186 501(C)(3) 103750 0 FMV PROMOTE POLICIES TO VALUE FAMILIES AT WORK PODER LATINX COLLECTIVE FUND 1014 TORNEY AVE SAN FRANCISCO CA 94129 943153687 501(C)(4) 101900 0 PROMOTE POLICIES TO VALUE FAMILIES AT WORK PUBLIC JUSTICE CENTER 1 N CHARLES STREET STE 200 BALTIMORE MD 21201 521412226 501(C)(3) 40000 0 FMV PROMOTE POLICIES TO VALUE FAMILIES AT WORK PUBLIC POLICY AND ED FUND 94 CENTRAL AVE ALBANY NY 12206 133364209 501(C)(3) 165000 0 FMV PROMOTE POLICIES TO VALUE FAMILIES AT WORK RESTAURANT OPPORTUNITIES CENTERS UNITED INC 275 7TH AVENUE STE 1504 NEW YORK NY 10001 010939141 501(C)(3) 20000 0 PROMOTE POLICIES TO VALUE FAMILIES AT WORK SHE LEADS JUSTICE PO BOX 320460 HARTFORD CT 06132 060913214 141750 0 PROMOTE POLICIES TO VALUE FAMILIES AT WORK SOUTHERN MAINE WORKERS CENTER 56 N STREET STE 100 PORTLAND ME 04101 204982064 501(C)(3) 55000 0 FMV PROMOTE POLICIES TO VALUE FAMILIES AT WORK TAKE ACTION MINNESOTA ED FUN 705 RAYMOND AVE 100 ST PAUL MN 55114 411635130 501(C)(3) 71900 0 FMV PROMOTE POLICIES TO VALUE FAMILIES AT WORK UNITED WORKERS ASSOCIATION 2239 KIRK AVENUE BALTIMORE MD 21218 204345458 501(C)(3) 40000 0 FMV PROMOTE POLICIES TO VALUE FAMILIES AT WORK WOMEN AND GIRLS FOUNDATION OF SOUTHWEST PA 3700 BUTLER STREET STE C PITTSBURGH PA 15201 743055311 501(C)(3) 125000 0 FMV PROMOTE POLICIES TO VALUE FAMILIES AT WORK WOMEN EMPLOYED 65 E WACKER PL STE 1500 CHICAGO IL 60601 362969526 501(C)(3) 178000 0 FMV PROMOTE POLICIES TO VALUE FAMILIES AT WORK WORKER'S DEFENSE PROJECT INC 5604 MANOR RD AUSTIN TX 78723 352296166 501(C)(3) 125400 0 FMV PROMOTE POLICIES TO VALUE FAMILIES AT WORK 33 X X 0 0 0 0 0 0 0 0 0 JOSEPHINE F KALIPENI EXEC. DIR. 227867 0 0 0 0 0 0 0 26650 0 254517 0 0 0 JENNIFER MORALES DIRECTOR OF MOVEMENT 139532 0 0 0 0 0 0 0 38202 0 177734 0 0 0 SUZETTE GARDNER DIRECTOR OF DIGITAL 129183 0 0 0 0 0 0 0 43187 0 172370 0 0 0 MARIANNE BELLESORTE DIRECTOR OF PROGRAMS 133095 0 0 0 0 0 0 0 36938 0 170033 0 0 0 ERICA CLEMMONS DEAN DEPUTY DIRECTOR 136494 0 0 0 0 0 0 0 28063 0 164557 0 0 0 LINDA GARCIA BERNARD DIRECTOR OF FINANCE 138059 0 0 0 0 0 0 0 18083 0 156142 0 0 0 RACHEL MANNINO DEVELOPMENT DIRECTOR 117483 0 0 0 0 0 0 0 37044 0 154527 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 UPDATED ARTICLES OF INCORPORATION. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE EXTERNAL AUDITOR SUBMITS AN ELECTRONIC VERSION TO THE EXECUTIVE DIRECTOR AND EXECUTIVE COMMITTEE FOR THEIR REVIEW AND COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C FAMILY VALUES @ WORK ENCOURAGES INFORMAL EFFORTS TO RESOLVE CONFLICTS AMONG STAFF MEMBERS OR BETWEEN STAFF AND BOARD MEMBERS. WHEN SUCH EFFORTS FAIL THE FORMAL GRIEVANCE PROCEDURES OUTLINED IN THE GRIEVANCE APPLICATION SHALL BE FOLLOWED. THERE IS A GRIEVANCE APPLICATION AN EMPLOYEE OR BOARD MEMBER CAN FILE IF THEY FEEL THAT THEY HAVE BEEN TREATED UNFAIRLY OR INEQUITABLY BY FAMILY VALUES @ WORK OR BY INDIVIDUALS ACTING ON BEHALF OF FAMILY VALUES @ WORK. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S COMPENSATION IS SET ON AN ANNUAL BASIS BY THE EXECUTIVE COMMITTEE COMPOSED OF THREE BOARD MEMBERS. THE COMPENSATION AMOUNT IS DERIVED FROM COMPARING THE MARKET CONDITIONS AND A REVIEW OF THE ANNUAL SATISFACTORY WORK PERFORMANCE OF THE EXECUTIVE DIRECTOR. THE SAME PROCESS OF COMPENSATION REVIEW IS FOR THE WASHINGTON DC DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.