2025-11-14T13:18:52-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2024-01-01 881168529 WORKMONEY FOUNDATION INC WORK 2622047368 790 N MILWAUKEE STREET STE 300 MILWAUKEE WI 53202 BHUMIP PATEL CFO 2622047368 2025-11-13 1 1 WENDY CAMPOS P00448102 5032421447 2025-11-13 2024 2025-03-06 01:10:19Z CARRIE J GRIMES 790 N MILWAUKEE STREET STE 300 MILWAUKEE WI 53202 73465010 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 17258004 73465010 0 0 0 0 0 0 17258004 73465010 11050000 69565000 0 0 441791 853212 216750 174000 849873 126364 327715 11834905 70919927 5423099 2545083 9081081 12699940 239547 1313323 8841534 11386617 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 69565000 69565000 0 WORKMONEY FOUNDATION CONDUCTED NATIONAL PUBLIC EDUCATION CAMPAIGNS TO PROVIDE CRITICAL, TIMELY INFORMATION ABOUT ENACTED LEGISLATION AND FINANCIAL MATTERS AND TO EDUCATE THE PUBLIC ABOUT POLICY ISSUES THAT AFFECT THEIR FINANCES. 69565000 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 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 1 1 1 1 0 0 0 AL AR CA FL GA HI IL KS KY MA MD MI MN MS NC NH NJ NM NY OR PA RI SC TN VA WI WV X DAWN OUELLETTE CONTROLLER 2072454945 790 N MILWAUKEE STREET STE 300 MILWAUKEE WI 53202 CARRIE JOY GRIMES PRESIDENT & CHIEF EXECUTIVE OFFICER 16.00 X X 103791 0 16428 CHRISTINA DES VAUX TREASURER 1.00 X X 0 0 0 LYNN ANDERSON CLARK SECRETARY 1.00 X X 0 0 0 EVAN KOST CHIEF PARTNERSHIP OFFICER 24.00 X 156417 0 8676 260208 0 25104 2 0 0 1 0 73465010 73465010 73465010 0 0 0 69565000 69565000 285312 285312 421630 161942 259688 22318 7053 15265 66038 23966 42072 57914 13427 44487 54045 50965 3080 58339 58339 49550 49550 174000 174000 17413 15619 1794 109109 107833 1276 28888 15601 13287 9612 9612 759 759 70919927 69565000 505054 849873 7140081 5839392 1841000 6860548 100000 0 9081081 12699940 239547 1313323 239547 1313323 X 8619431 4526069 222103 6860548 8841534 11386617 9081081 12699940 2545083 0 X 0 1 X 1 0 X 3420000 17258004 73465010 94143014 3420000 17258004 73465010 94143014 10094828 84048186 94143014 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 70919927 70919927 1000000 250000 0 0 741745 1000000 1741745 2612618 185436 250000 435436 653154 0 X 73465010 0 73465010 0 73465010 70919927 0 70919927 0 70919927 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, 2024 AND 2023. THE FOUNDATION FILES AN EXEMPT ORGANIZATION RETURN WITH THE U.S. FEDERAL AND WISCONSIN JURISDICTIONS. X X X X 1 NEWMAN PARTNERS 712 35TH AVE SEATTLE WA 98122 FUNDRAISING SERVICES 0 0 60000 -60000 ABUNDANCE STRATEGIES 5009 BELT RD NW WASHINGTON DC 200164234 FUNDRAISING SERVICES 0 0 54000 -54000 BMK CONSULTING LLC 4707 CONNECTICUT AVE NW APT 602 WASHINGTON DC 20008 FUNDRAISING SERVICES 0 0 45000 -45000 BLOOM STRATEGIC CONSULTING 31275 NORTHWESTERN HWY STE 145 FARMINGTON HILLS MI 48334 FUNDRAISING SERVICES 0 0 15000 -15000 174000 -174000 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 1 ALL AMERICANS VOTE PO BOX 65705 WASHINGTON DC 20035 842048785 501(C)(3) 25000 0 GENERAL SUPPORT BLACK PROGRESSIVE ACTION COALITION EDUCATION FUND 1032 15TH STREET NW SUITE 247 WASHINGTON DC 20005 882674250 501(C)(3) 400000 0 GENERAL SUPPORT CULTURE CHANGING CHRISTIANS 2233-47 W ALLEGHENY AVE 3RD FLR PHILADELPHIA PA 19132 882376466 501(C)(3) 100000 0 GENERAL SUPPORT DEFENDING DEMOCRACY TOGETHER INSTITUTE 1100 VERMONT AVE NW 10TH FLOOR WASHINGTON DC 20005 831567380 501(C)(3) 1000000 0 GENERAL SUPPORT NORTH MAIN STREET FUND 114 NORTH MAIN STREET SUITE 201 CONCORD NH 03301 822861559 501(C)(3) 3000000 0 GENERAL SUPPORT PARENTSTOGETHER FOUNDATION 1629 K STREET NW SUITE 300 WASHINGTON DC 20006 464838094 501(C)(3) 250000 0 GENERAL SUPPORT PUSHBLACK 712 H STREET NE PMB 90791 WASHINGTON DC 20002 813834388 501(C)(3) 350000 0 GENERAL SUPPORT ROCK THE VOTE 200 MASSACHUSETTS NW SUITE 700 WASHINGTON DC 20001 020767157 501(C)(3) 100000 0 GENERAL SUPPORT SPREAD THE VOTE 7423 W MANCHESTER AVE APT 4 LOS ANGELES CA 90045 815308494 501(C)(3) 100000 0 GENERAL SUPPORT VOTING RIGHTS LAB 611 PENNSYLVANIA AVE STE 201 WASHINGTON DC 20003 882286627 501(C)(3) 850000 0 GENERAL SUPPORT WORKMONEY INC 790 N MILWAUKEE STREET SUITE 300 MILWAUKEE MI 53202 850604101 501(C)(4) 63390000 0 VARIOUS CHARITABLE PROJECT SCOPES THAT INCLUDE BUILDING AND OPERATING THE WORKMONEY RESOURCE CENTER; PUBLIC EDUCATION CAMPAIGNS ON ECONOMIC MATTERS; TARGETED PUBLIC EDUCATION CAMPAIGNS TO SPECIFIC GEOGRAPHIES AND DEMOGRAPHIC COMMUNITIES. 10 1 PART I, LINE 2: WORKMONEY FOUNDATION REQUIRES NARRATIVE AND FINANCIAL REPORTING FOR EACH GRANT ISSUED. X 0 0 0 0 0 0 0 0 0 EVAN KOST CHIEF PARTNERSHIP OFFICER 156417 0 0 0 0 0 962 0 7714 0 165093 0 0 0 FORM 990, PART VII, LINE 5 COMPENSATION FOR CARRIE JOY GRIMES AND EVAN KOST WAS INITIALLY PAID BY WORKMONEY, INC., AN UNRELATED ORGANIZATION, WITH ALLOCABLE PAYMENTS MADE BY WORKMONEY FOUNDATION TO WORKMONEY, INC. PURSUANT TO A COST SHARING AGREEMENT BETWEEN THE ORGANIZATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY THE CONTROLLER, CFO, 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 B, LINE 12C BOARD MEMBERS ARE REMINDED OF THE COI POLICY AND THEIR DUTY TO DISCLOSE CONFLICTS ON A REGULAR BASIS. 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.