2024-05-06T15:50:29-05:00 2023-06-30 111986323 MARCUM LLP 1601 MARKET STREET FL 4 PHILADELPHIA PA 19103 990 2022-07-01 475617041 CAMPAIGN FOR WORKING FAMILIES INC C/O NIKIA OWENS CAMP 2154546319 935 N 29TH STREET PHILADELPHIA PA 19130 MICHAEL A BOYD ESQ VICE CHAIR & TREASURER 2154546319 2024-05-03 1 MICHAEL BOYD ESQ XXX-XX-XXXX 0 AARON M FOX P01365820 2152972100 2024-05-03 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X MICHAEL A BOYD ESQ 935 N 29TH STREET PHILADELPHIA PA 19130 3419518 0 X WWW.CWFPHILLY.ORG X 2016 PA HELP WORKING FAMILIES & INDIVIDUALS ACHIEVE ECONOMIC EMPOWERMENT BY PROVIDING FREE TAX PREPARATION SERVICES, RESOURCE BUILDING AND ASSET DEVELOPMENT. 9 9 68 381 0 0 3059400 3390441 5000 3000 46202 26077 0 0 3110602 3419518 0 0 0 0 1302979 2246585 0 0 27214 1078293 1309388 2381272 3555973 729330 -136455 2820849 4487979 178039 1981624 2642810 2506355 X CWF HELPS WORKING FAMILIES AND INDIVIDUALS IN PA AND NJ TO INCREASE THEIR FINANCIAL STABILITY BY PROVIDING FREE TAX PREPARATION SERVICES, RESOURCE BUILDING AND ASSET DEVELOPMENT. CWF CONNECTS THESE TAX FILERS TO VALUABLE TAX CREDITS, QUALITY FINANCIAL SERVICES, AND SCREENS AND PROVIDES APPLICATION ASSISTANCE FOR PUBLIC BENEFITS. 0 0 2728171 3000 ELEVATING FINANCIAL EMPOWERMENT, THE CAMPAIGN FOR WORKING FAMILIES (CWF) PROVIDED FREE TAX PREPARATION SERVICES THROUGH ITS VOLUNTEER INCOME TAX ASSISTANCE (VITA) INITIATIVE. OPERATING ACROSS 24 COMMUNITY-BASED LOCATIONS IN PHILADELPHIA (17 SITES) AND SOUTHERN NEW JERSEY (7 SITES), ALONG WITH OFFERING VIRTUAL TAX PREPARATION SERVICES, CWF PROCESSED OVER 43,000 FEDERAL AND STATE TAX RETURNS (24,264 FEDERAL AND 19,516 STATE) IN THE FISCAL YEAR 2023. DEMONSTRATING COMMITMENT DURING THE EXTENDED TAX SEASON (MAY TO OCTOBER), CWF MAINTAINED SIX ACTIVE SITES AND CONTINUED ITS VIRTUAL TAX PREPARATION SERVICES. FURTHERMORE, CWF'S COLLABORATION WITH LEADING LOCAL ORGANIZATIONSCOMMUNITY LEGAL SERVICES, BENEFITS DATA TRUST, AND CLARIFIEXTENDED CWF'S MISSION TO CONNECT TAXPAYERS WITH A BROAD SPECTRUM OF ESSENTIAL RESOURCES, INCLUDING PUBLIC BENEFITS, FINANCIAL ADVICE, AND LEGAL ASSISTANCE. THIS STRATEGIC PARTNERSHIP ENABLED THE SCREENING AND REFERRAL OF OVER 2,700 INDIVIDUALS FOR COMPREHENSIVE SUPPORT AND SERVICES. 38505 CHAMPIONING PROFESSIONAL AND COMMUNITY DEVELOPMENT FOR TWO DECADES, CWF HAS BEEN AT THE FOREFRONT OF PROVIDING IRS CERTIFICATIONS TO A DIVERSE GROUP OF STUDENTS, PROFESSIONALS, AND COMMUNITY MEMBERS. RECOGNIZED BY THE DEPARTMENT OF EDUCATION, THESE CERTIFICATIONS HAVE BEEN INSTRUMENTAL IN FOSTERING CAREER ADVANCEMENT BY AIDING STUDENTS IN SECURING INTERNSHIPS AND EMPLOYMENT OPPORTUNITIES, ASSISTING PROFESSIONALS SUCH AS LAWYERS AND ACCOUNTANTS IN OBTAINING CONTINUING EDUCATION (CEU) CREDITS FOR LICENSURE AND CREDENTIAL MAINTENANCE, AND EMPOWERING COMMUNITY MEMBERS WITH VITAL FINANCIAL KNOWLEDGE TO ACHIEVE THEIR PERSONAL GOALS. IN THE 2023 TAX SEASON, CWF CONDUCTED OVER 60 TAX TRAININGS, IRS CERTIFYING OVER 374 VOLUNTEERS. THIS INITIATIVE MOBILIZED MORE THAN 350 DEDICATED VOLUNTEERS WHO CONTRIBUTED OVER 16,000 HOURS TO DELIVER FREE TAX PREPARATION SERVICES, INJECTING OVER $32 MILLION DIRECTLY INTO THE LIVES OF HARDWORKING INDIVIDUALS AND FAMILIES, THEREBY ENRICHING THE COMMUNITY'S ECONOMIC WELL-BEING. 2766676 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 22 0 1 68 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA NJ X X NIKIA OWENS 2154546319 935 N 29TH STREET PHILADELPHIA PA 19130 RICHARD F STIPA BOARD CHAIR 0.80 X X 0 0 0 MICHAEL A BOYD ESQ VICE CHAIR & TREASURER 0.50 X X 0 0 0 DEBORAH L SCOTT SECRETARY 0.40 X X 0 0 0 ALLAN DOMB BOARD MEMBER 0.40 X 0 0 0 ROBERTA A WEST ESQ BOARD MEMBER 0.50 X 0 0 0 JILL MICHAL BOARD MEMBER 0.50 X 0 0 0 KENNETH LEVINE SECRETARY 0.50 X 0 0 0 SUZETTE ADAMS BOARD MEMBER 0.50 X 0 0 0 DIANE LUCIDI BOARD MEMBER 0.50 X 0 0 0 NIKIA OWENS PRESIDENT/CHIEF EXECUTIVE DIRECTOR 40.00 X 47500 0 0 MARY ARTHUR CEO (ENDED 06/2023) 40.00 X 167106 0 6268 214606 0 6268 1 0 1 0 ZION NON-PROFIT CHARITABLE TRUST 1415 N BROAD STREET PHILADELPHIA PA 19122 OFFICE RENTAL SERVICES 138057 YOU PART-TIME CONTROLLER 1500 WALNUT STREET SUITE 1200 PHILADELPHIA PA 19102 ACCOUNTING SERVICES 129809 2 1566062 1628917 195462 3390441 PROGRAM FEES 541200 3000 3000 3000 26077 26077 3419518 3000 0 26077 373174 239323 123376 10475 1592364 1555115 24952 12297 25129 23557 1572 109956 32058 73492 4406 145962 126263 19699 9680 9680 176479 10373 166106 214234 164110 50124 234089 210926 23163 72493 52832 19661 46959 9925 37034 78486 10040 68446 15002 15002 31702 14578 17124 27744 73 27671 FACILITIES 193623 184118 9505 PERSONNEL EXPENSE 73431 51087 22344 PROGRAM SUPPLIES - MATE 37460 35951 1509 VOLUNTEER EXPENSE 24288 18348 5940 73718 27999 45683 36 3555973 2766676 762083 27214 1618835 1843629 5 5 1110581 298350 36939 107578 2300148 128181 41502 2171967 12987 66450 2820849 4487979 178039 430786 1496775 0 54063 178039 1981624 X 2496303 2506355 146507 0 2642810 2506355 2820849 4487979 -136455 0 X 0 1 X 1 1 1 X 1802554 1579391 2807508 3059400 3390441 12639294 1802554 1579391 2807508 3059400 3390441 12639294 12639294 6527 5358 2464 46202 26077 86628 12725922 30000 0.99320 0.99140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 160000 160000 1949127 4164 1944963 148533 121105 27428 42488 2912 39576 2171967 LEASE LIABILITIES 54063 54063 X 3475914 56396 56396 3419518 0 3419518 3612369 56396 56396 3555973 0 3555973 PART X, LINE 2: MANAGEMENT OF THE ORGANIZATION CONSIDERS THE LIKELIHOOD OF CHANGES BY TAXING AUTHORITIES IN ITS FILED INCOME TAX RETURNS AND RECOGNIZES A LIABILITY FOR OR DISCLOSES POTENTIAL SIGNIFICANT CHANGES THAT MANAGEMENT BELIEVES ARE MORE LIKELY THAN NOT TO OCCUR UPON EXAMINATION BY TAX AUTHORITIES, INCLUDING CHANGES TO CAMPAIGN FOR WORKING FAMILIES, INC'S STATUS AS A NOT-FOR-PROFIT ENTITIES. MANAGEMENT BELIEVES THE ORGANIZATION MET THE REQUIREMENTS TO MAINTAIN ITS TAX-EXEMPT STATUS AND HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS SUBJECT TO THE UNRELATED BUSINESS INCOME TAX THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. X X X 0 0 0 0 0 0 0 0 0 MARY ARTHUR CEO (ENDED 06/2023) 156956 0 10150 0 0 0 0 0 6268 0 173374 0 0 0 PART I, LINE 3 HR CONSULTANT PROVIDES MARKET-BASED SALARY COMPARISONS TO THE BOARD. THE BOARD REVIEWS THESE AND MAKES THE FINAL DECISIONS RELATED TO CEO AND OTHER EMPLOYEE COMPENSATION. MICHELLE ARTHUR PRES'S DAUGHTER. 71500 EMPLOYMENT WITH THE ORGANIZATION 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS OF THE ORGANIZATION REVIEWS THE FORM 990 AND PROVIDES COMMENTS TO ITS INDEPENDENT CPA FIRM BEFORE FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ONCE A YEAR DHCD-CITY OF PHILADELPHIA FUNDER REQUIRES ALL BOARD MEMBERS TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE AND STATEMENT. IN ORDER TO RECEIVE FUNDING FROM THE CITY, THE ORGANIZATION MUST BE IN COMPLIANCE ON THIS ISSUE. FORM 990, PART VI, SECTION B, LINE 15 HR CONSULTANT PROVIDES MARKET-BASED SALARY COMPARISONS TO THE BOARD. THE BOARD REVIEWS THESE AND MAKES THE FINAL DECISIONS RELATED TO CEO AND OTHER EMPLOYEE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 ARE AVAILABLE UPON REQUEST.