2024-11-15T17:52:37-06:00 2023-12-31 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2023-01-01 850604101 WORKMONEY INC WORK 2622047368 790 N MILWAUKEE STREET STE 300 MILWAUKEE WI 53202 CARRIE JOY GRIMES PRESIDENT & CEO 5032047368 2024-11-15 1 1 WENDY CAMPOS P00448102 5032421447 2024-11-15 2023 2024-10-15 13:58:12Z WORKMONEY CARRIE JOY GRIMES 790 N MILWAUKEE STREET STE 300 MILWAUKEE WI 53202 41363418 0 X WWW.WORKMONEY.COM X 2020 WI WORKMONEY IS DEDICATED TO LOWERING COSTS AND RAISING INCOMES FOR ALL AMERICANS, MAKING LIFE MORE AFFORDABLE AND FAMILIES MORE ECONOMICALLY SECURE. 4 3 66 3 39625 0 31021931 41096499 23345 41215 2179 22896 56954 202808 31104409 41363418 0 250000 0 0 6107245 9083639 0 216750 717288 22182008 19880585 28289253 29430974 2815156 11932444 12929547 25898687 430566 1467262 12498981 24431425 WORKMONEY IS DEDICATED TO LOWERING COSTS AND RAISING INCOMES FOR ALL AMERICANS, MAKING LIFE MORE AFFORDABLE AND FAMILIES MORE ECONOMICALLY SECURE. 0 0 18005873 250000 141998 OUTREACH: WORKMONEY COMMUNICATED WITH MILLIONS OF AMERICANS, DELIVERING VALUABLE REAL-TIME INFORMATION TO HELP THEM BETTER WEATHER FINANCIAL CHALLENGES. WORKMONEY PROVIDED INFORMATION ACROSS A RANGE OF COMMUNICATION CHANNELS TO HELP AMERICANS NAVIGATE THEIR FINANCIAL LIVES INCLUDING INFORMATION ON TAX CREDITS, GOVERMENT PROGRAMS, AND OTHER. 5616483 44293 EDUCATION: WORKMONEY PROVIDED INFORMATION TO SUBSCRIBERS TO HELP THEM NAVIGATE COMPLEX FINANCIAL PROGRAMS AND SERVICES, TO MATERIALLY IMPROVE THEIR FINANCIAL WELL-BEING. WORKMONEY HELD PERSONAL CONVERSATIONS WITH AMERICAN FAMILIES ABOUT ECONOMIC TOOLS AND RESOURCES AND THEIR IMPACT ON THEIR LIVES. 2296147 18107 ADVOCACY: WORKMONEY EDUCATED DECISION-MAKERS ON THE NEEDS OF WORKING AMERICANS. THIS WORK INCLUDED CONDUCTING POLICY RESEARCH AND ANALYSIS AND SUPPORTING POLICIES THAT HELP RAISE INCOMES AND LOWER COSTS. 25918503 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 66 0 1 66 1 1 1 0 0 0 1 1 0 0 0 X 4 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AK AL AR CA CO CT DC FL GA HI IA IL KS KY LA MA MD ME MI MN MO MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN VA WA WI WV X DANA KRUG 2622047368 790 N MILWAUKEE STREET STE 300 MILWAUKEE WI 53202 CARRIE JOY GRIMES PRESIDENT & CEO 24.00 X X 116119 0 25695 IVY BROWN CHIEF MARKETING OFFICER 40.00 X 293654 0 35618 RACHEL LAUTER CHIEF STRATEGY OFFICER 40.00 X 235303 0 15434 WINSOR ALDEBORGH VP DATA & ANALYTICS 40.00 X 224814 0 31367 ANJALI SAKARIA CHIEF ADVOCACY OFFICER 40.00 X 220865 0 14568 KYLE SHEPHERD VP DIGITAL ENGAGEMENT 40.00 X 219533 0 42007 MICHAEL M ENRIQUEZ VP FIELD 40.00 X 219533 0 23366 SARAH LAYTON VP FINANCE & OPERATIONS 40.00 X 219533 0 23163 TIFFANY FERGUSON VP PEOPLE OPERATIONS 40.00 X 219533 0 22551 PETE DAVIES TREASURER 1.00 X X 0 0 0 BRINA MILIKOWSKY SECRETARY 1.00 X X 0 0 0 NICK HANAUER DIRECTOR 1.00 X 0 0 0 1968887 0 233769 30 0 1 0 FACEBOOK 1 HACKER WAY MENLO PARK CA 94205 ADVERTISING 7379082 STRIVE 125 WEST 96TH ST NUMBER 1K NEW YORK NY 10025 SMS CONSULTING 2554616 GOOGLE 1600 AMPITHEATER PARKWAY MOUNTAIN VIEW CA 94303 ADVERTISING 2252582 EXACTIUS LLC 370 JAY ST FL 7 BROOKLYN NY 11201 DIGITAL CONSULTING 1213147 THE OUTREACH TEAM 407 COLLEGE AVENUE 349 ITHACA NY 14850 OUTREACH CONSULTING 656320 12 41096499 146567 41096499 ADVERTISING 541800 39625 39625 HONORARIUM 900099 1500 1500 MEMBERSHIP DUES 900099 90 90 41215 22896 22896 MISCELLANEOUS INCOME 900099 202808 202808 202808 41363418 204398 39625 22896 250000 250000 957257 478629 239314 239314 6137560 4871091 1158408 108061 322739 251601 57473 13665 1117840 647236 426370 44234 548243 419696 106191 22356 44130 44130 44648 44648 216750 216750 2872718 2746952 115766 10000 11765577 11765552 25 26568 3175 23393 4073430 3942266 120873 10291 444773 169319 226256 49198 28059 19340 8719 OTHER PERSONNEL COSTS 268288 42831 223470 1987 MEMBER PRODUCTS & SERVI 165245 165245 OTHER PROGRAM COSTS 145570 145570 HOSPITALITY 1579 147 1432 29430974 25918503 2795183 717288 1313525 6034269 11605518 9678623 0 9775082 8939 70545 1565 239547 0 100621 12929547 25898687 360566 1367262 70000 100000 430566 1467262 X 3679105 10001157 8819876 14430268 12498981 24431425 12929547 25898687 11932444 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO C3 WORKMONEY FOUNDATION 100000 100000 X 41734169 370751 370751 41363418 0 41363418 29801725 370751 370751 29430974 0 29430974 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATION IS DESCRIBED IN SECTION 501(C)(4) 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 ORGANIZATION'S TAX-EXEMPT PURPOSES ARE NOT EXEMPT AND ARE SUBJECT TO FEDERAL INCOME TAXES. THE ORGANIZATION 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 ORGANIZATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO INCOME TAX MATTERS IN FEDERAL TAX EXPENSE. THE ORGANIZATION HAD NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2023 AND 2022. THE ORGANIZATION FILES AN EXEMPT ORGANIZATION RETURN WITH THE U.S. FEDERAL AND WISCONSIN JURISDICTIONS. X X X X 1 BLOOM STRATEGIC CONSULTING 31275 NORTHWESTERN HWY SUITE 145 FARMINGTON HILLS MI 483342531 FUNDRAISING SERVICES 0 0 60000 -60000 NEWMAN PARTNERS 712 35TH AVENUE SEATTLE WA 981225204 FUNDRAISING SERVICES 0 0 60000 -60000 BMK CONSULTING LLC 4707 CONNECTICUT AVENUE NW APT 602 WASHINGTON DC 200085621 FUNDRAISING SERVICES 0 0 50000 -50000 ABUNDANCE STRATEGIES 5009 BELT ROAD NW WASHINGTON DC 200164234 FUNDRAISING SERVICES 0 0 47750 -47750 217750 -217750 AK AL AR CA CO CT DC FL GA HI IA IL KS KY LA MA MD ME MI MN MO MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN VA WA WI WV 0 THE FAMILY FRIENDLY ACTION FUND 114 N MAIN STREET SUITE 203 CONCORD NH 033014953 831806898 501(C)(4) 250000 0 GENERAL SUPPORT OF SOMOS VOTANTES PROJECT 0 1 X X X X 0 0 0 0 0 0 0 0 0 IVY BROWN CHIEF MARKETING OFFICER 293654 0 0 0 0 0 12462 0 23156 0 329272 0 0 0 RACHEL LAUTER CHIEF STRATEGY OFFICER 235303 0 0 0 0 0 14118 0 1316 0 250737 0 0 0 WINSOR ALDEBORGH VP DATA & ANALYTICS 224814 0 0 0 0 0 13172 0 18195 0 256181 0 0 0 ANJALI SAKARIA CHIEF ADVOCACY OFFICER 220865 0 0 0 0 0 13252 0 1316 0 235433 0 0 0 KYLE SHEPHERD VP DIGITAL ENGAGEMENT 219533 0 0 0 0 0 13172 0 28835 0 261540 0 0 0 MICHAEL M ENRIQUEZ VP FIELD 219533 0 0 0 0 0 13172 0 10194 0 242899 0 0 0 SARAH LAYTON VP FINANCE & OPERATIONS 219533 0 0 0 0 0 13172 0 9991 0 242696 0 0 0 TIFFANY FERGUSON VP PEOPLE OPERATIONS 219533 0 0 0 0 0 13172 0 9379 0 242084 0 0 0 PART I, LINE 3 IN 2021 THE BOARD OF DIRECTORS OF WORKMONEY, INC. HELD A SPECIAL MEETING. CARRIE JOY GRIMES, DIRECTOR OF THE ORGANIZATION, DID NOT ATTEND THE EXECUTIVE SESSION PORTION OF THE MEETING AT WHICH THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER WAS REVIEWED AND APPROVED. AN ANNUAL SALARY AND ASSOCIATED EMPLOYEE BENEFITS WERE APPROVED, PURSUANT TO THE DEFINITION OF REASONABLE COMPENSATION UNDER INTERNAL REVENUE CODE SECTION 162. THE 2020 REGIONAL PAY NON-PROFIT REPORT PROVIDED THE BASIS FOR THE DETERMINED REASONABLE COMPENSATION. PURSUANT TO WORKMONEY'S CONFLICT OF INTEREST POLICY, CARRIE JOY GRIMES DID NOT CONSENT TO THIS RESOLUTION. IN 2023, THE BOARD OF DIRECTORS OF WORKMONEY, INC. APPROVED A COST OF LIVING ADJUSTMENT TO THE SALARY OF THE CHIEF EXECUTIVE OFFICER VIA AN E-VOTE ON SEPTEMBER 20, 2023. PURSUANT TO WORKMONEY'S CONFLICT OF INTEREST POLICY, CARRIE JOY GRIMES DID NOT CONSENT TO THIS RESOLUTION. X 2 146567 MARKET VALUE AT DONATION 0 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS IS USED FOR COLUMN (B). FORM 990, PART VI, SECTION A, LINE 1A CARRIE JOY GRIMES, CEO OF WORKMONEY, IS A PAID EMPLOYEE OF WORKMONEY AND THUS IS NOT AN INDEPENDENT BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, WORKMONEY'S 990 WAS PROVIDED TO MEMBERS OF THE GOVERNING BODY, AND REVIEWED BOTH INTERNALLY AND BY OUTSIDE LEGAL COUNSEL AND TAX PREPARER. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE ASKED TO DISCLOSE INTERESTS ANNUALLY, AND POTENTIAL CONFLICTS ARE IDENTIFIED AND DEALT WITH PER THE ORGANIZATION'S POLICY. FORM 990, PART VI, SECTION B, LINE 15A IN 2021 THE BOARD OF DIRECTORS OF WORKMONEY, INC. HELD A SPECIAL MEETING. CARRIE JOY GRIMES, DIRECTOR OF THE ORGANIZATION, DID NOT ATTEND THE EXECUTIVE SESSION PORTION OF THE MEETING AT WHICH THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER WAS REVIEWED AND APPROVED. AN ANNUAL SALARY AND ASSOCIATED EMPLOYEE BENEFITS WERE APPROVED, PURSUANT TO THE DEFINITION OF REASONABLE COMPENSATION UNDER INTERNAL REVENUE CODE SECTION 162. THE 2020 REGIONAL PAY NON-PROFIT REPORT PROVIDED THE BASIS FOR THE DETERMINED REASONABLE COMPENSATION. PURSUANT TO WORKMONEY'S CONFLICT OF INTEREST POLICY, CARRIE JOY GRIMES DID NOT CONSENT TO THIS RESOLUTION. IN 2023, THE BOARD OF DIRECTORS OF WORKMONEY, INC. APPROVED A COST OF LIVING ADJUSTMENT TO THE SALARY OF THE CHIEF EXECUTIVE OFFICER VIA AN E-VOTE ON SEPTEMBER 20, 2023. PURSUANT TO WORKMONEY'S CONFLICT OF INTEREST POLICY, CARRIE JOY GRIMES DID NOT CONSENT TO THIS RESOLUTION. FORM 990, PART VI, SECTION C, LINE 19 WORKMONEY'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.