2026-02-10T17:36:18-06:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 333 BUSH ST SUITE 1000 SAN FRANSISCO CA 94104 990 2024-07-01 202035052 WORKING AMERICA EDUCATION FUND WORK 2026375137 815 16TH STREET NW WASHINGTON DC 20006 MATTHEW MORRISON EXECUTIVE DIRECTOR 2026375137 2026-02-04 1 1 MICHAEL LUMSDEN P01262236 4159561500 2026-02-04 2024 2025-03-06 01:10:19Z MATTHEW MORRISON 815 16TH STREET NW WASHINGTON DC 20006 15106867 0 X WWW.WORKINGAMERICA.ORG/EDUCATIONFUND X 2005 DC EDUCATE THE PUBLIC CONCERNING ISSUES OF IMPORTANCE TO WORKING FAMILIES. 7 7 1 100 0 0 45637821 13052715 0 0 364371 2006152 44000 48000 46046192 15106867 169300 1025000 0 0 7646660 9321776 0 0 175659 5586371 15633536 13402331 25980312 32643861 -10873445 50888321 51435706 13315008 24735838 37573313 26699868 EDUCATE THE PUBLIC CONCERNING ISSUES OF IMPORTANCE TO WORKING FAMILIES. 0 0 20660474 1025000 0 ISSUE EDUCATION AND CIVIC ENGAGEMENT: THE WORKING AMERICA EDUCATION FUND EDUCATES WORKING-CLASS PEOPLE ON ECONOMIC ISSUES AND ENCOURAGES CIVIC PARTICIPATION IN SUPPORT OF POLICIES THAT ADVANCE THEIR ECONOMIC SELF-INTERESTS. IT HIRES, TRAINS, AND DEPLOYS CANVASSERS TO GO DOOR-TO-DOOR TO WORKING-CLASS COMMUNITIES TO HOLD ONE-ON-ONE CONVERSATIONS WITH PEOPLE ABOUT THE ECONOMY, THEIR ECONOMIC WELL-BEING, AND HOW POLICIES IMPACT THEIR EVERYDAY LIVES. IN ADDITION TO THE DOORS, IT ALSO REACHED MORE THAN 18 MILLION WORKING PEOPLE THROUGH OUR TELEPHONE, SMS, AND DIGITAL OUTREACH. 2246979 0 0 PROGRAM INFRASTRUCTURE: CANVASSING AND COMMUNICATION PLATFORMS AND TOOLS THAT SUPPORT THE WORKING AMERICA EDUCATION FUND'S EDUCATION AND OUTREACH EFFORTS. 1152803 0 0 RESEARCH AND ANALYSIS: INFORMATION GATHERING AIMED AT UNDERSTANDING WHAT ECONOMIC MATTERS MOST IMPACTING WORKING PEOPLE ACROSS THE UNITED STATES AND HOW TO ACHIEVE ECONOMIC GAINS FOR THEM. 24060256 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 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 1 1 0 0 0 1 X 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 1 1 0 0 CA CO CT DC FL GA IL MA MD ME MI MN NC ND NM NY OH OR PA VA WA WI X TONY CHENG 2026373957 815 16TH STREET NW WASHINGTON DC 20006 DAVID MEDINA PRESIDENT 1.00 X X 0 0 0 RODELL MOLLINEAU SECRETARY-TREASURER 1.00 X X 0 0 0 JANE FONDA DIRECTOR 1.00 X 0 0 0 JOHN NEWSOME DIRECTOR 1.00 X 0 0 0 KAREN NUSSBAUM DIRECTOR 1.00 X 0 0 0 SONIA RAMIREZ DIRECTOR 1.00 X 0 0 0 FRANCES SCHREIBERG DIRECTOR 1.00 X 0 0 0 MATTHEW MORRISON EXECUTIVE DIRECTOR 40.00 X 62301 0 12564 AUSAF QARNI DIRECTOR OF RESEARCH AND ANALYTICS 40.00 X 117527 0 15732 ANGELA ASHE CHIEF INFORMATION OFFICER 40.00 X 110356 0 5145 TONY CHENG MANAGING DIRECTOR 40.00 X 107663 0 6654 397847 0 40095 0 0 0 1 0 13052715 13052715 2006152 2006152 48000 0 48000 48000 48000 15106867 0 0 2054152 1025000 1025000 91322 91322 7748940 7211788 480804 56348 270536 260820 7678 2038 625818 576566 44746 4506 585160 539108 41839 4213 209239 192772 14961 1506 67425 62119 4821 485 819650 755143 58605 5902 56023 51614 4006 403 6769233 6236495 484000 48738 3139978 2891140 226073 22765 1577283 1455399 110733 11151 2118549 1951819 151476 15254 14247 13125 1019 103 16800 15478 1201 121 RESEARCH AND ANALYTICS 545061 545061 300048 276809 21113 2126 25980312 24060256 1744397 175659 25459501 3447987 10375060 47381212 14470000 0 654102 47595 583760 606507 50888321 51435706 845 4874 13314163 24730964 13315008 24735838 X 21878313 26599868 15695000 100000 37573313 26699868 50888321 51435706 -10873445 0 X 0 1 X 1 0 X 17899635 11065122 8311830 45637821 13052715 95967123 17899635 11065122 8311830 45637821 13052715 95967123 24768152 71198971 13420 28004 65516 350755 2054152 2511847 12870 12870 98491840 0.72290 0.96330 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2020 AMOUNT: $ 12,870. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 103500 0 103500 25876812 25980312 1000000 250000 0 0 627219 628527 820117 1000000 3075863 4613795 150000 150000 130000 103500 533500 156805 157132 205029 250000 768966 1153449 150000 150000 130000 103500 533500 87588 87588 566514 47595 518919 606507 DUE TO WORKING AMERICA 24726964 SECURITY DEPOSIT 4000 24730964 X PART X, LINE 2: WORKING AMERICA EDUCATION FUND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). WAEF TITLE HOLDING CORP IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(2) OF THE IRC. THE FUND FILES AN ANNUAL FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, AND THE SUBSIDIARY FILES AN ANNUAL FORM 990-N, ELECTRONIC NOTICE (E-POSTCARD) FOR TAX-EXEMPT ORGANIZATIONS NOT REQUIRED TO FILE FORM 990 OR FORM 990-EZ, WITH THE INTERNAL REVENUE SERVICE (IRS). THE FUND'S INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES, GENERALLY FOR A PERIOD OF THREE YEARS FROM THE DATE THEY WERE FILED. IT IS THE FUND'S POLICY TO RECOGNIZE INCOME TAX RELATED INTEREST AND/OR PENALTIES, IF ANY, IN UNRELATED BUSINESS INCOME TAX EXPENSE. 1 FOCUS FOR DEMOCRACY FUND 1200 G STREET NW 800 WASHINGTON DC 20005 933922232 501(C)(3) 1000000 0 GENERAL SUPPORT AMERICA VOTES EDUCATION FUND 1155 CONNECTICUT AVE NW 600 WASHINGTON DC 20036 921602494 501(C)(3) 25000 0 GENERAL SUPPORT 2 0 PART I, LINE 2: THE ORGANIZATION MAINTAINS DOCUMENTATION (SUCH AS AGREEMENTS, WRITTEN UPDATES, FINANCIAL REPORTS, ET CETERA) TO MONITOR PROPER USE OF GRANT FUNDS. ADDITIONALLY, THE ORGANIZATION'S MANAGEMENT HAS PERIODIC DISCUSSIONS WITH THE GRANTEE ORGANIZATION'S MANAGEMENT TO OBTAIN ADDITIONAL ASSURANCE THAT USE OF THE FUNDS ARE IN COMPLIANCE WITH THE TERMS OUTLINED IN THE GRANT. X X X 0 0 0 0 0 0 0 0 0 AUSAF QARNI DIRECTOR OF RESEARCH AND ANALYTICS 87833 0 29400 0 294 0 8158 0 7574 0 133259 0 0 0 ANGELA ASHE CHIEF INFORMATION OFFICER 91834 0 18375 0 147 0 5145 0 0 0 115501 0 0 0 TONY CHENG MANAGING DIRECTOR 89288 0 18375 0 0 0 3503 0 3151 0 114317 0 0 0 FORM 990, PART VII, SECTION A, LINE 5 AND SCHEDULE J, PART II: WORKING AMERICA EDUCATION FUND HAS A COST-SHARING AGREEMENT IN PLACE WITH WORKING AMERICA (AN INDEPENDENTLY GOVERNED ORGANIZATION WHICH IS UNRELATED FOR FORM 990 PURPOSES) TO MINIMIZE DUPLICATIVE EXPENSES AND TO CARRY OUT THEIR COMPLIMENTARY PURPOSES IN AN ECONOMICAL AND EFFICIENT MANNER. PURSUANT TO THIS COST-SHARING AGREEMENT, WORKING AMERICA EDUCATION FUND IS ALLOCATED ITS SHARE OF EXPENSES FOR SERVICES PERFORMED BY WORKING AMERICA EMPLOYEES (INCLUDING SALARIES AND BENEFITS); FORM 990, PART VII, SECTION A AND SCHEDULE J, PART II REPORTS WORKING AMERICA EDUCATION FUND'S ALLOCABLE SHARE OF PERSONNEL EXPENSES FOR ITS REPORTABLE SHARED EMPLOYEES, WHICH INCLUDES AUSAF QARNI, ANGELA ASHE, AND TONY CHENG. THESE SALARIES BENEFITS ARE NOT TO BE CONSIDERED ADDITIONAL WAGES FROM THAT WHICH IS REPORTED ON WORKING AMERICA'S FORM 990. FORM 990, PART V, LINE 2A: WORKING AMERICA EDUCATION FUND FILED 1 FORM W-2 DURING THE 2024 CALENDAR YEAR; THE MAJORITY OF THE SALARIES AND WAGES APPEARING ON FORM 990, PART IX, LINES 5 - 9 PERTAINS TO WORKING AMERICA EDUCATION FUND'S ALLOCATED SHARE OF PERSONNEL EXPENSES PERFORMED BY WORKING AMERICA EMPLOYEES (AN AFFILIATED, BUT UNRELATED ORGANIZATION FOR FORM 990 PURPOSES) PURSUANT TO A COST-SHARING AGREEMENT. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT, IN CONJUNCTION WITH THE ORGANIZATION'S ACCOUNTING AND FINANCE REPRESENTATIVES, AND REVIEWED BY MANAGEMENT; ADJUSTMENTS ARE MADE, AS NECESSARY. A COMPLETE COPY OF THE FORM 990 IS THEN MADE AVAILABLE TO ALL MEMBERS OF THE GOVERNING BODY AFTER FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS AND OFFICERS OF WORKING AMERICA EDUCATION FUND ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. SHOULD ANY INFORMATION ON THE QUESTIONNAIRE CHANGE DURING THE COURSE OF THE YEAR, THEY ARE OBLIGATED TO DISCLOSE THOSE CHANGES TO THE BOARD AND SUBMIT A REVISED ANNUAL QUESTIONNAIRE FORM. WHEN POTENTIAL CONFLICTS OF INTEREST ARISE, OFFICERS AND DIRECTORS SHALL IDENTIFY THE POTENTIAL CONFLICT TO THE FULL BOARD OF DIRECTORS. UNINTERESTED MEMBERS OF THE BOARD OF DIRECTORS SHALL THEN DETERMINE WHETHER A CONFLICT EXISTS AND WHAT STEPS SHALL BE TAKEN TO AVOID AN APPEARANCE OF IMPROPRIETY BY THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS DETERMINES REASONABLE COMPENSATION FOR THE ORGANIZATION'S EXECUTIVE DIRECTOR UTILIZING PUBLICLY AVAILABLE COMPENSATION DATA FOR SIMILARLY SITUATED EMPLOYEES AT SIMILAR ORGANIZATIONS IN SIMILAR GEOGRAPHIC REGIONS TO MAKE ITS DETERMINATION. THE PROCESS IS CONTEMPORANEOUSLY SUBSTANTIATED IN THE BOARD MEETING MINUTES. THE ORGANIZATION DOES NOT DIRECTLY COMPENSATE ANY ADDITIONAL OFFICERS OR KEY EMPLOYEES; ACCORDINGLY, FORM 990, PART VI, SECTION B, LINE 15B HAS BEEN ANSWERED "NO" IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. WORKING AMERICA EDUCATION FUND TITLE HOLDING COMPANY 815 16TH STREET NW WASHINGTON DC 20006 882432964 INACTIVE - TITLE HOLDING COMPANY DC 501(C)(2) WORKING AMERICA EDUCATION FUND 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0