WORKMONEY INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: WORKMONEY INC (EIN 85-0604101)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-15
IRS object ID: 202433209349325773
Schema version: 2023v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule B
Schedule D
Schedule G
Schedule I
Schedule J
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-15T17:52:37-06:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	910189318	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MOSS ADAMS LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	805 SW BROADWAY STE 1400	AddressLine1Txt
City	PORTLAND	CityNm
State Abbreviation	OR	StateAbbreviationCd
ZIP	97205	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	850604101	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WORKMONEY INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	WORK	BusinessNameControlTxt
Phone	2622047368	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	790 N MILWAUKEE STREET STE 300	AddressLine1Txt
City	MILWAUKEE	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53202	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CARRIE JOY GRIMES	PersonNm
Person Title	PRESIDENT & CEO	PersonTitleTxt
Phone	5032047368	PhoneNum
Signature	2024-11-15	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	WENDY CAMPOS	PreparerPersonNm
PTIN	P00448102	PTIN
Phone	5032421447	PhoneNum
Preparation	2024-11-15	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	WORKMONEY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Principal Officer	CARRIE JOY GRIMES	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	790 N MILWAUKEE STREET STE 300	AddressLine1Txt
City	MILWAUKEE	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53202	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$41,363,418	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	WWW.WORKMONEY.COM	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2020	FormationYr
Legal Domicile State	WI	LegalDomicileStateCd
Activity Or Mission	WORKMONEY IS DEDICATED TO LOWERING COSTS AND RAISING INCOMES FOR ALL AMERICANS, MAKING LIFE MORE AFFORDABLE AND FAMILIES MORE ECONOMICALLY SECURE.	ActivityOrMissionDesc
Voting Members Governing Body	4	VotingMembersGoverningBodyCnt
Voting Members Independent	3	VotingMembersIndependentCnt
Total Employee	66	TotalEmployeeCnt
Total Volunteers	3	TotalVolunteersCnt
Total Gross UBI	$39,625	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$31,021,931	PYContributionsGrantsAmt
CY Contributions Grants	$41,096,499	CYContributionsGrantsAmt
PY Program Service Revenue	$23,345	PYProgramServiceRevenueAmt
CY Program Service Revenue	$41,215	CYProgramServiceRevenueAmt
PY Investment Income	$2,179	PYInvestmentIncomeAmt
CY Investment Income	$22,896	CYInvestmentIncomeAmt
PY Other Revenue	$56,954	PYOtherRevenueAmt
CY Other Revenue	$202,808	CYOtherRevenueAmt
PY Total Revenue	$31,104,409	PYTotalRevenueAmt
CY Total Revenue	$41,363,418	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$250,000	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$6,107,245	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$9,083,639	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$216,750	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$717,288	CYTotalFundraisingExpenseAmt
PY Other Expenses	$22,182,008	PYOtherExpensesAmt
CY Other Expenses	$19,880,585	CYOtherExpensesAmt
PY Total Expenses	$28,289,253	PYTotalExpensesAmt
CY Total Expenses	$29,430,974	CYTotalExpensesAmt
PY Revenues Less Expenses	$2,815,156	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$11,932,444	CYRevenuesLessExpensesAmt
Total Assets BOY	$12,929,547	TotalAssetsBOYAmt
Total Assets EOY	$25,898,687	TotalAssetsEOYAmt
Total Liabilities BOY	$430,566	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,467,262	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$12,498,981	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$24,431,425	NetAssetsOrFundBalancesEOYAmt
Mission	WORKMONEY IS DEDICATED TO LOWERING COSTS AND RAISING INCOMES FOR ALL AMERICANS, MAKING LIFE MORE AFFORDABLE AND FAMILIES MORE ECONOMICALLY SECURE.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$18,005,873	ExpenseAmt
Grant	$250,000	GrantAmt
Revenue	$141,998	RevenueAmt
Desc	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.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$5,616,483	ExpenseAmt
Revenue	$44,293	RevenueAmt
Desc	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.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$2,296,147	ExpenseAmt
Revenue	$18,107	RevenueAmt
Desc	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.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$25,918,503	TotalProgramServiceExpensesAmt
Described In Section501c3	0	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	0	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (1)	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	66	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	66	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	Yes (1)	NondeductibleContributionsInd
Nondeductible Contri Discl	Yes (1)	NondeductibleContriDisclInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	4	GoverningBodyVotingMembersCnt
Independent Voting Member	3	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	DC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	GA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	HI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	LA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ME	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ND	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NJ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NM	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NV	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	RI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	TN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	VA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WV	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DANA KRUG	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2622047368	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	790 N MILWAUKEE STREET STE 300	AddressLine1Txt
City	MILWAUKEE	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53202	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
CARRIE JOY GRIMES
PRESIDENT & CEO	24.00	Yes (X)	Yes (X)	$116,119	$0	$25,695
IVY BROWN
CHIEF MARKETING OFFICER	40.00			$293,654	$0	$35,618	Yes (X)
RACHEL LAUTER
CHIEF STRATEGY OFFICER	40.00			$235,303	$0	$15,434	Yes (X)
WINSOR ALDEBORGH
VP DATA & ANALYTICS	40.00			$224,814	$0	$31,367		Yes (X)
ANJALI SAKARIA
CHIEF ADVOCACY OFFICER	40.00			$220,865	$0	$14,568	Yes (X)
KYLE SHEPHERD
VP DIGITAL ENGAGEMENT	40.00			$219,533	$0	$42,007		Yes (X)
MICHAEL M ENRIQUEZ
VP FIELD	40.00			$219,533	$0	$23,366		Yes (X)
SARAH LAYTON
VP FINANCE & OPERATIONS	40.00			$219,533	$0	$23,163	Yes (X)
TIFFANY FERGUSON
VP PEOPLE OPERATIONS	40.00			$219,533	$0	$22,551	Yes (X)
PETE DAVIES
TREASURER	1.00	Yes (X)	Yes (X)	$0	$0	$0
BRINA MILIKOWSKY
SECRETARY	1.00	Yes (X)	Yes (X)	$0	$0	$0
NICK HANAUER
DIRECTOR	1.00	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,968,887	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$233,769	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	30	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
FACEBOOK
1 HACKER WAY	MENLO PARK	CA	94205	ADVERTISING	$7,379,082
STRIVE
125 WEST 96TH ST NUMBER 1K	NEW YORK	NY	10025	SMS CONSULTING	$2,554,616
GOOGLE
1600 AMPITHEATER PARKWAY	MOUNTAIN VIEW	CA	94303	ADVERTISING	$2,252,582
EXACTIUS LLC
370 JAY ST FL 7	BROOKLYN	NY	11201	DIGITAL CONSULTING	$1,213,147
THE OUTREACH TEAM
407 COLLEGE AVENUE 349	ITHACA	NY	14850	OUTREACH CONSULTING	$656,320

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	12	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$41,096,499	AllOtherContributionsAmt
Noncash Contributions	$146,567	NoncashContributionsAmt
Total Contributions	$41,096,499	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADVERTISING	541800	$39,625	$39,625
HONORARIUM	900099	$1,500		$1,500
MEMBERSHIP DUES	900099	$90		$90

Field	Value	IRS element (for citing)
Total Program Service Revenue	$41,215	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$22,896	TotalRevenueColumnAmt
Exclusion	$22,896	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS INCOME	Desc
Business	900099	BusinessCd
Total Revenue Column	$202,808	TotalRevenueColumnAmt
Related Or Exempt Func Income	$202,808	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$202,808	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$41,363,418	TotalRevenueColumnAmt
Related Or Exempt Func Income	$204,398	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$39,625	UnrelatedBusinessRevenueAmt
Exclusion	$22,896	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$250,000	TotalAmt
Program Services	$250,000	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$957,257	TotalAmt
Program Services	$478,629	ProgramServicesAmt
Management And General	$239,314	ManagementAndGeneralAmt
Fundraising	$239,314	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$6,137,560	TotalAmt
Program Services	$4,871,091	ProgramServicesAmt
Management And General	$1,158,408	ManagementAndGeneralAmt
Fundraising	$108,061	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$322,739	TotalAmt
Program Services	$251,601	ProgramServicesAmt
Management And General	$57,473	ManagementAndGeneralAmt
Fundraising	$13,665	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$1,117,840	TotalAmt
Program Services	$647,236	ProgramServicesAmt
Management And General	$426,370	ManagementAndGeneralAmt
Fundraising	$44,234	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$548,243	TotalAmt
Program Services	$419,696	ProgramServicesAmt
Management And General	$106,191	ManagementAndGeneralAmt
Fundraising	$22,356	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$44,130	TotalAmt
Management And General	$44,130	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$44,648	TotalAmt
Management And General	$44,648	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$216,750	TotalAmt
Fundraising	$216,750	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$2,872,718	TotalAmt
Program Services	$2,746,952	ProgramServicesAmt
Management And General	$115,766	ManagementAndGeneralAmt
Fundraising	$10,000	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$11,765,577	TotalAmt
Program Services	$11,765,552	ProgramServicesAmt
Management And General	$25	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$26,568	TotalAmt
Program Services	$3,175	ProgramServicesAmt
Management And General	$23,393	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$4,073,430	TotalAmt
Program Services	$3,942,266	ProgramServicesAmt
Management And General	$120,873	ManagementAndGeneralAmt
Fundraising	$10,291	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$444,773	TotalAmt
Program Services	$169,319	ProgramServicesAmt
Management And General	$226,256	ManagementAndGeneralAmt
Fundraising	$49,198	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$28,059	TotalAmt
Program Services	$19,340	ProgramServicesAmt
Management And General	$8,719	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
OTHER PERSONNEL COSTS	$268,288	$42,831	$223,470	$1,987
MEMBER PRODUCTS & SERVI	$165,245	$165,245
OTHER PROGRAM COSTS	$145,570	$145,570
HOSPITALITY	$1,579		$147	$1,432

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$29,430,974	TotalAmt
Program Services	$25,918,503	ProgramServicesAmt
Management And General	$2,795,183	ManagementAndGeneralAmt
Fundraising	$717,288	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,313,525	BOYAmt
EOY	$6,034,269	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$11,605,518	BOYAmt
EOY	$9,678,623	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$9,775,082	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$8,939	BOYAmt
EOY	$70,545	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$1,565	BOYAmt
EOY	$239,547	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$100,621	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$12,929,547	BOYAmt
EOY	$25,898,687	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$360,566	BOYAmt
EOY	$1,367,262	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$70,000	BOYAmt
EOY	$100,000	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$430,566	BOYAmt
EOY	$1,467,262	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,679,105	BOYAmt
EOY	$10,001,157	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$8,819,876	BOYAmt
EOY	$14,430,268	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$12,498,981	BOYAmt
EOY	$24,431,425	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$12,929,547	BOYAmt
EOY	$25,898,687	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$11,932,444	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$0	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	DUE TO C3 WORKMONEY FOUNDATION	Desc
Amt	$100,000	Amt

Field	Value	IRS element (for citing)
Total Liability	$100,000	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$41,734,169	TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts	$370,751	DonatedServicesAndUseFcltsAmt
Revenue Not Reported	$370,751	RevenueNotReportedAmt
Revenue Subtotal	$41,363,418	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$41,363,418	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$29,801,725	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$370,751	DonatedServicesUseFcltsAmt
Expenses Not Reported	$370,751	ExpensesNotReportedAmt
Expenses Subtotal	$29,430,974	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$29,430,974	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART X, LINE 2:	FormAndLineReferenceDesc
Explanation	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.	ExplanationTxt

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Agrmt Prof Fundraising Acty	Yes (1)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt
BLOOM STRATEGIC CONSULTING
31275 NORTHWESTERN HWY SUITE 145	FARMINGTON HILLS	MI	483342531	FUNDRAISING SERVICES	0	$0	$60,000	-$60,000
NEWMAN PARTNERS
712 35TH AVENUE	SEATTLE	WA	981225204	FUNDRAISING SERVICES	0	$0	$60,000	-$60,000
BMK CONSULTING LLC
4707 CONNECTICUT AVENUE NW APT 602	WASHINGTON	DC	200085621	FUNDRAISING SERVICES	0	$0	$50,000	-$50,000
ABUNDANCE STRATEGIES
5009 BELT ROAD NW	WASHINGTON	DC	200164234	FUNDRAISING SERVICES	0	$0	$47,750	-$47,750

Field	Value	IRS element (for citing)
Total Retained By Contractors	$217,750	TotalRetainedByContractorsAmt
Total Net To Organization	-$217,750	TotalNetToOrganizationAmt
Licensed States	AK	LicensedStatesCd
Licensed States	AL	LicensedStatesCd
Licensed States	AR	LicensedStatesCd
Licensed States	CA	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	DC	LicensedStatesCd
Licensed States	FL	LicensedStatesCd
Licensed States	GA	LicensedStatesCd
Licensed States	HI	LicensedStatesCd
Licensed States	IA	LicensedStatesCd
Licensed States	IL	LicensedStatesCd
Licensed States	KS	LicensedStatesCd
Licensed States	KY	LicensedStatesCd
Licensed States	LA	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	MO	LicensedStatesCd
Licensed States	MS	LicensedStatesCd
Licensed States	NC	LicensedStatesCd
Licensed States	ND	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NJ	LicensedStatesCd
Licensed States	NM	LicensedStatesCd
Licensed States	NV	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	OH	LicensedStatesCd
Licensed States	OK	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	PA	LicensedStatesCd
Licensed States	RI	LicensedStatesCd
Licensed States	SC	LicensedStatesCd
Licensed States	TN	LicensedStatesCd
Licensed States	VA	LicensedStatesCd
Licensed States	WA	LicensedStatesCd
Licensed States	WI	LicensedStatesCd
Licensed States	WV	LicensedStatesCd

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	0	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE FAMILY FRIENDLY ACTION FUND	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	114 N MAIN STREET SUITE 203	AddressLine1Txt
City	CONCORD	CityNm
State Abbreviation	NH	StateAbbreviationCd
ZIP	033014953	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	831806898	RecipientEIN
IRC Section	501(C)(4)	IRCSectionDesc
Cash Grant	$250,000	CashGrantAmt
Non Cash Assistance	$0	NonCashAssistanceAmt
Purpose Of Grant	GENERAL SUPPORT OF SOMOS VOTANTES PROJECT	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	0	Total501c3OrgCnt
Total Other Org	1	TotalOtherOrgCnt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
IVY BROWN
CHIEF MARKETING OFFICER	$293,654	$0	$0	$0	$0	$0	$12,462	$0	$23,156	$0	$329,272	$0	$0	$0
RACHEL LAUTER
CHIEF STRATEGY OFFICER	$235,303	$0	$0	$0	$0	$0	$14,118	$0	$1,316	$0	$250,737	$0	$0	$0
WINSOR ALDEBORGH
VP DATA & ANALYTICS	$224,814	$0	$0	$0	$0	$0	$13,172	$0	$18,195	$0	$256,181	$0	$0	$0
ANJALI SAKARIA
CHIEF ADVOCACY OFFICER	$220,865	$0	$0	$0	$0	$0	$13,252	$0	$1,316	$0	$235,433	$0	$0	$0
KYLE SHEPHERD
VP DIGITAL ENGAGEMENT	$219,533	$0	$0	$0	$0	$0	$13,172	$0	$28,835	$0	$261,540	$0	$0	$0
MICHAEL M ENRIQUEZ
VP FIELD	$219,533	$0	$0	$0	$0	$0	$13,172	$0	$10,194	$0	$242,899	$0	$0	$0
SARAH LAYTON
VP FINANCE & OPERATIONS	$219,533	$0	$0	$0	$0	$0	$13,172	$0	$9,991	$0	$242,696	$0	$0	$0
TIFFANY FERGUSON
VP PEOPLE OPERATIONS	$219,533	$0	$0	$0	$0	$0	$13,172	$0	$9,379	$0	$242,084	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 3	FormAndLineReferenceDesc
Explanation	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.	ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$146,567	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET VALUE AT DONATION	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	0	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, COLUMN (B):	FormAndLineReferenceDesc
Explanation	NUMBER OF CONTRIBUTIONS IS USED FOR COLUMN (B).	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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.