2024-11-15T17:51:50-06:00 2023-12-31 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2023-01-01 881168529 WORKMONEY FOUNDATION INC WORK 2622047368 790 N MILWAUKEE STREET STE 300 MILWAUKEE WI 53202 CARRIE J GRIMES CHIEF EXECUTIVE OFFICER 2622047368 2024-11-15 1 1 WENDY CAMPOS P00448102 5032421447 2024-11-15 2023 2024-10-15 13:58:12Z CARRIE J GRIMES 790 N MILWAUKEE STREET STE 300 MILWAUKEE WI 53202 17258004 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 3420000 17258004 0 0 0 0 0 0 3420000 17258004 0 11050000 0 0 0 441791 0 216750 624937 1565 126364 1565 11834905 3418435 5423099 3420000 9081081 1565 239547 3418435 8841534 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 11120000 11050000 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. 11120000 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 0 1 1 1 0 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 WI WV X DANA KRUG VP FINANCE 2622047368 790 N MILWAUKEE STREET STE 300 MILWAUKEE WI 53202 CARRIE JOY GRIMES PRESIDENT & CHIEF EXECUTIVE OFFICER 16.00 X X 101750 0 17187 LYNN ANDERSON CLARK SECRETARY 1.00 X X 0 0 0 CHRISTINA DES VAUX TREASURER 1.00 X X 0 0 0 101750 0 17187 0 0 0 1 0 17258004 17258004 17258004 0 0 0 11050000 11050000 118937 118937 250823 25064 225759 43237 7044 36193 28794 1496 27298 21525 21525 216750 216750 70000 70000 2669 2669 7419 7419 11000 11000 13751 13751 11834905 11120000 89968 624937 2150000 7140081 1200000 1841000 70000 100000 3420000 9081081 1565 239547 1565 239547 X 3048435 8619431 370000 222103 3418435 8841534 3420000 9081081 5423099 0 X 0 1 X 1 0 X 3420000 17258004 20678004 3420000 17258004 20678004 3905080 16772924 20678004 X PART II, SHORT YEAR EXPLANATION: 2022 WAS A SHORT YEAR. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 11834905 11834905 741745 185436 0 0 741745 741745 1112618 185436 185436 278154 0 X 17258004 0 17258004 0 17258004 11834905 0 11834905 0 11834905 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, 2023 AND 2022. THE FOUNDATION FILES AN EXEMPT ORGANIZATION RETURN WITH THE U.S. FEDERAL AND WISCONSIN JURISDICTIONS. X X X 1 BLOOM STRATEGIC CONSULTING 31275 NORTHWESTERN HIGHWAY SUITE 14 FARMINGTON HILLS MI 48334 FUNDRAISING SERVICES 0 0 60000 -60000 NEWMAN PARTNERS 712 35TH AVE SEATTLE WA 98122 FUNDRAISING SERVICES 0 0 60000 -60000 BMK CONSULTING LLC 4707 CONNECTICUT AVE NW 602 WASHINGTON DC 20008 FUNDRAISING SERVICES 0 0 50000 -50000 ABUNDANCE STRATEGIES 5009 BELT RD 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 1 WORKMONEY INC 790 N MILWAUKEE ST STE 300 MILWAUKEE MI 53202 850604101 501(C)(4) 11050000 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. 0 1 PART I, LINE 2: WORKMONEY FOUNDATION REQUIRES NARRATIVE AND FINANCIAL REPORTING FOR EACH GRANT ISSUED. 0 0 0 0 0 0 0 0 0 FORM 990, PART VII, LINE 5 COMPENSATION FOR CARRIE JOY GRIMES 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 VP OF FINANCE 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.