Nonprofit · EIN 27-0321696
FAMILY VALUES AT WORK A MULTI-STATE CONSORTIUM
Tax-exempt · MILWAUKEE, WI 53202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $9,639,204 | $9,659,965 | -$20,761 | $13,156,113 | $351,529 | $12,804,584 |
| December 31, 2023 | 990 | $10,894,193 | $8,999,926 | $1,894,267 | $12,936,647 | $293,389 | $12,643,258 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $9,310,896
- Program service revenue
- $0
- Investment income
- $294,250
- Other revenue
- $34,058
Expenses
- Grants and similar amounts paid
- $3,646,182
- Compensation of officers, directors and key employees
- $421,893
- Other salaries and wages
- $2,656,332
- Salaries, compensation and benefits (total)
- $4,019,853
- Professional fundraising fees
- $0
- Legal fees
- $380,187
- Accounting fees
- $31,000
- Occupancy
- $21,792
- Travel
- $520,316
- Program services (functional)
- $7,508,737
- Management and general (functional)
- $1,542,733
- Fundraising (functional)
- $608,495
Balance sheet and other
- Total assets, start of year
- $12,936,647
- Total assets, end of year
- $13,156,113
- Total liabilities, end of year
- $351,529
- Net assets, end of year
- $12,804,584
- Publicly traded securities
- $5,837,833
- Net assets without donor restrictions
- $2,805,695
- Net assets with donor restrictions
- $9,998,889
- Gross receipts
- $9,639,204
- Employees
- 31
- Volunteers
- 8
- Year formed
- 2009
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOSEPHINE F KALIPENI | EXECUTIVE DIRECTOR Officer | 40 | $222,917 | $26,282 |
| ERICA CLEMMONS DEAN | DEPUTY DIRECTOR Highest-paid employee | 40 | $177,950 | $35,298 |
| JENNIFER MORALES | DIRECTOR OF MOVEMENT Highest-paid employee | 40 | $146,357 | $36,269 |
| MARIANNE BELLESORTE | DIRECTOR OF PROGRAMS Highest-paid employee | 40 | $143,748 | $34,895 |
| SUZETTE GARDNER | DIRECTOR OF DIGITAL Highest-paid employee | 40 | $135,588 | $41,316 |
| LINDA GARCIA BERNARD | DIRECTOR OF FINANCE Highest-paid employee | 40 | $152,806 | $19,888 |
| SAFIYA SIMMONS | DIRECTOR OF COMMUNICATIONS Highest-paid employee | 40 | $131,426 | $18,484 |
| ERIKA WASHINGTON | PART-YEAR CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ASHLEY PANELLI | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| CHANDA CAUSER | PART-YEAR DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHERITA ELLENS | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DIVYA NAIR | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| CANDICE VICKERS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JANEE WOODS WEBER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALICIA CONTRERAS ALAS | PART-YEAR DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOSEPHINE F KALIPENI | EXEC. DIR. Officer | 40 | $227,867 | $26,650 |
| JENNIFER MORALES | DIRECTOR OF MOVEMENT Highest-paid employee | 40 | $139,532 | $38,202 |
| SUZETTE GARDNER | DIRECTOR OF DIGITAL Highest-paid employee | 40 | $129,183 | $43,187 |
| MARIANNE BELLESORTE | DIRECTOR OF PROGRAMS Highest-paid employee | 40 | $133,095 | $36,938 |
| ERICA CLEMMONS DEAN | DEPUTY DIRECTOR Highest-paid employee | 40 | $136,494 | $28,063 |
| LINDA GARCIA BERNARD | DIRECTOR OF FINANCE Highest-paid employee | 40 | $138,059 | $18,083 |
| RACHEL MANNINO | DEVELOPMENT DIRECTOR Highest-paid employee | 40 | $117,483 | $37,044 |
| ERIKA WASHINGTON | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ASHLEY PANELLI | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| CHANDA CAUSER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHERITA ELLENS | CO CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DIVYA NAIR | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| KATRINA GONZALEZ YUEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NICOLE SANCLEMENTE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TAMIEKA ATKINS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NAT MOGUE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALICIA CONTRERAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 207 E BUFFALO ST STE 501, MILWAUKEE, WI 53202-5712
- Principal officer (990 for 2024)
- LIANA CASSAR, 207 E BUFFALO STREET 501, MILWAUKEE, WI 53202
- Signed the 990
- LIANA CASSAR, INTERIM EXECUTIVE DIRECTOR
- Phone
- (414) 436-9536
- Website
- WWW.FAMILYVALUESATWORK.ORG
- Return prepared by
- RITZ HOLMAN LLP
Mission
GRANTMAKING AND TECHNICAL SUPPORT TO MOVEMENT NETWORK ORGANIZATIONS FOCUSED ON PAID LEAVE, PAID SICK AND SAFE TIME, CHILD CARE AND OTHER EQUITABLE AND JUST CARE POLICIES
Program accomplishments
- FAMILY VALUES @ WORK IS A MOVEMENT NETWORK OF MORE THAN 2,000+ GRASSROOTS ACTIVISTS, BUSINESS OWNERS AND NON-PROFIT ORGANIZATIONS IN OVER TWO DOZEN STATES WORKING TOWARD ECONOMIC, RACIAL AND GENDER JUSTICE. WE HAVE UNITED ACTIVISTS AND WORKERS, LIFTING UP THEIR VOICES IN KEY STATES AND LOCALITIES FOCUSED ON WINNING POLICIES THAT SUPPORT WORKERS AND FAMILIES. WE CONFRONT THIS NATION'S LONG HISTORY OF COERCED AND UNDERPAID CAREGIVING LABOR AND COUNTER IT WITH DEMANDS FOR AN ECONOMY BASED ON CARE AND EQUITY. WE FIGHT FOR FAMILY SUPPORTING POLICIES BECAUSE WE KNOW THAT THE BUILDING BLOCKS OF UPWARD ECONOMIC MOBILITY-JOB RETENTION, RAISES, PROMOTIONS, AND ASSET DEVELOPMENT- DEPEND ON ACCESS TO PAID FAMILY AND MEDICAL LEAVE, PAID SICK DAYS AND AFFORDABLE CHILD CARE. WHEN TAKING TIME FOR CAREGIVING LEADS TO LOSS OF A JOB OR PAY, ECONOMIC OPPORTUNITY DRIES UP. ACCESS TO PAID LEAVE AND CHILD CARE IMPROVES FAMILY ECONOMIC STABILITY AND OPPORTUNITY, GENDER AND RACIAL EQUITY, AND PUBLIC AND INDIVIDUAL HEALTH. WOMEN, LOW-WAGE WORKERS, WORKERS OF COLOR AND LGBTQ+ WORKERS ARE OFTEN TRAPPED IN A REVOLVING DOOR OF ECONOMIC INSTABILITY DUE TO A LACK OF NATIONAL STANDARDS AROUND STRONG CARE ECONOMY POLICIES.Expenses $6,861,084 · grants $3,646,182 · revenue $34,058
- DEMOCRACY AND INTEGRATED VOTER ENGAGEMENT (DIVE) AND OASIS. DIVE CONNECTS THE FIGHT FOR VOTING RIGHTS TO THE SUCCESS OF ECONOMIC ISSUES BY ENGAGING COMMUNITIES IN VOTER AND CIVIC ENGAGEMENT TO WIN ON CARE INFRASTRUCTURE ISSUES ACROSS THE COUNTRY. OASIS IS A 9-MONTH COHORT BASED PROGRAM THAT PROVIDES A PROTECTED SPACE AND SUPPORTS A NETWORK FOR WOMEN LEGISLATORS TO BUILD THE RESILIENCE NECESSARY TO EFFECTIVELY LEAD AND CO-CREATE A SOCIETY THAT WORKS FOR ALL PEPOLE. THE ACTIVITIES OF OASIS ARE NONPARTISAN, 501 C3 COMPLIANT.Expenses $647,653
- A MAJOR CAMPAIGN THAT WAS IN PLANNING STAGES THAT WILL BE FULLY LAUNCHED IN 2024-2025 IS THE NEW ECOSYSTEM WORK: SUPPORTING POLICY ECOSYSTEMS TO MAKE CHILDREN AND FAMILIES A PRIORITY. FVAW WILL BE A CO-ANCHOR OF THIS WORK THAT WILL SUPPORT ORGANIZATIONS AROUND THE COUNTRY TO WORK TOWARDS LONG TERM GOALS THAT INCLUDE: 1) STRENGTHEN AND REINFORCE ADVOCATED CONNECTIONS WORKING IN CHILD ADVOCACY AND ECONOMIC INCLUSION AND IN WAYS THAT APPLY A STRUCTURAL RACISM LENS; 2) EVOLVE EXISTING INFRASTRUCTURE TO ADVANCE LONG TERM STRATEGIC APPROACHES THAT STITCH TOGETHER DOMAINS OF NARATIVES AND POLICY CHANGE TO CENTER THE WELL BEING OF CHILDREN AND FAMILIES; 3) INFLUENCE THE NATIONAL CONVERSATION SO THAT CHILDREN'S ISSUES ARE SEEN AS ECONOMIC ISSUES AND VICE-VERSA; 4) BUILD POWER AT THE COMMUNITY, STATE, AND REGIONAL LEVEL TO ENSURE ADVOCATES ARE CENTERING THEIR WORK AROUND THE NEEDS OF FAMILIES; AND 5) SUPPORT CATALYTIC POLICY CHANGES AT THE STATE LEVEL THAT ENABLE THE CONDITIONS TO CREATE A MORE INCLUSIVE ECONOMY.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 27-0321696
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P054)
- Assets (IRS master file)
- $13,156,113
- Income (IRS master file)
- $9,639,204
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $9,639,204 | $9,659,965 | $13,156,113 | IRS |
| 990 | December 2023 | $10,894,193 | $8,999,926 | $12,936,647 | XML |
| 990 | December 2022 | $8,432,206 | $8,782,285 | $10,961,874 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-0321696).
Questions about FAMILY VALUES AT WORK A MULTI-STATE CONSORTIUM
- What is the EIN of FAMILY VALUES AT WORK A MULTI-STATE CONSORTIUM?
- The employer identification number (EIN) of FAMILY VALUES AT WORK A MULTI-STATE CONSORTIUM is 27-0321696.
- Is FAMILY VALUES AT WORK A MULTI-STATE CONSORTIUM tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to FAMILY VALUES AT WORK A MULTI-STATE CONSORTIUM tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FAMILY VALUES AT WORK A MULTI-STATE CONSORTIUM file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FAMILY VALUES AT WORK A MULTI-STATE CONSORTIUM due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FAMILY VALUES AT WORK A MULTI-STATE CONSORTIUM last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of FAMILY VALUES AT WORK A MULTI-STATE CONSORTIUM?
- The 990 for the year ended December 31, 2024 names LIANA CASSAR.
- Who are the officers and directors of FAMILY VALUES AT WORK A MULTI-STATE CONSORTIUM?
- The 990 for the year ended December 31, 2024 lists 15 people; 7 received compensation from the organization, the highest $222,917 (JOSEPHINE F KALIPENI, EXECUTIVE DIRECTOR).
- How much revenue does FAMILY VALUES AT WORK A MULTI-STATE CONSORTIUM have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $9,639,204, expenses of $9,659,965 and total assets of $13,156,113 at year end.
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