2024-02-12T15:49:05-06:00 2023-06-30 750786316 WEAVER AND TIDWELL LLP ONE PENNSYLVANIA PLAZA SUITE 3200 NEW YORK NY 10119 990 2022-07-01 200263611 WORKING AMERICA WORK 2026375137 815 16TH STREET NW WASHINGTON DC 20006 MATTHEW MORRISON EXECUTIVE DIRECTOR 2026375137 2024-02-09 1 MATTHEW MORRISON 999009999 0 GARY T BRUNICK JR P01715767 2126955003 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z MATTHEW MORRISON 815 16TH STREET NW WASHINGTON DC 20006 32738676 0 1338 X WWW.WORKINGAMERICA.ORG X UNINCORPORATED ASSOCIATION 2003 DC TO EMPOWER WORKERS WHO DO NOT BELONG TO LABOR ORGANIZATIONS. 9 9 3195 510 81118 0 16464293 18494978 670263 6505273 953 -344 9045625 7733213 26181134 32733120 0 0 0 0 7936538 16217278 0 0 389095 12888180 17237084 20824718 33454362 5356416 -721242 15944259 15512838 1811300 2101121 14132959 13411717 TO BE A NATIONAL DIRECTLY AFFILIATED LOCAL UNION OF THE AFL-CIO THAT BRINGS TOGETHER AND EMPOWERS WORKERS AND OTHER INDIVIDUALS WHO DO NOT HAVE THE BENEFIT OF UNION REPRESENTATION ON THE JOB THROUGH A UNION AFFILIATED WITH THE AFL-CIO. 0 0 THROUGH STRENGTH IN NUMBERS, PROVIDE A COLLECTIVE VOICE TO APPROXIMATELY 3.9 MILLION MEMBERS AND 20 MILLION WORKING PEOPLE ON ECONOMIC ISSUES AND CONCERNS; EMPOWER WORKING FAMILIES IN THEIR COMMUNITIES AND IN THE NATION THROUGH STRENGTH IN NUMBERS; PROMOTE THE FREEDOM TO ORGANIZE IN THE WORKPLACE AND BARGAIN COLLECTIVELY. 0 1 1 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 22 0 1 3195 1 0 0 0 0 1 1 0 0 0 X 9 9 1 0 0 0 1 0 0 1 0 0 1 1 0 1 1 1 0 1 0 0 0 CA DC FL GA IL MA MI MN NJ NM NY OH PA TX VA WA WV WI X TONY CHENG 2026373957 815 16TH STREET NW WASHINGTON DC 20006 LEE SAUNDERS PRESIDENT 1.00 X X 0 0 0 ELIZABETH H SHULER SECRETARY-TREASURER 1.00 40.00 X X 0 281641 100226 SHAUN BARCLAY DIRECTOR 1.00 X 0 0 0 ERIC DEAN DIRECTOR 1.00 X 0 0 0 NOLAN HARRISON DIRECTOR 1.00 X 0 0 0 KAREN NUSSBAUM DIRECTOR 1.00 X 0 0 0 FRED REDMOND DIRECTOR 1.00 40.00 X 0 246651 91842 MICHELLE RINGUETTE DIRECTOR 1.00 X 0 0 0 KORI BLALOCK KELLER DIRECTOR 1.00 X 0 0 0 MATTHEW MORRISON EXECUTIVE DIRECTOR 40.00 X 222065 0 35152 TONY CHENG MANAGING DIRECTOR 40.00 X 190435 0 12030 KATHERINE GREGG NATIONAL CAMPAIGNS DIRECTOR 40.00 X 114438 0 16545 KEVIN PAPE NATIONAL POLITICAL DIRECTO 40.00 X 130201 0 27482 AUSAF QARNI DIRECTOR OF RESEARCH AND A 40.00 X 178128 0 29665 ANGEL DARCOURT NATIONAL FIELD DIRECTOR 40.00 X 124067 0 26474 AKIVA WOLBERG DEPUTY DATA DIRECTOR 40.00 X 126381 0 17415 TEFERE GEBRE SECRETARY 1.00 40.00 X 0 43217 20241 1085715 571509 377072 9 1 1 0 0 7483840 11011138 5553 18494978 OUTREACH AND MOBILIZATION 900099 6505273 6505273 6505273 1 1 81118 81118 5211 5556 -345 -345 -345 EXP. SHARE REIMB. FROM WAEF 900099 7616992 7616992 RETURN OF PRIOR YEARS STALE CHECK 900099 34778 34778 MISCELLANEOUS 900099 325 325 7652095 32733120 14157368 81118 -344 458490 428138 24896 5456 12991666 12131617 705448 154601 389176 363413 21132 4631 1033934 965487 56143 12304 1344012 1255038 72980 15994 296469 276843 16098 3528 84808 84808 560208 462183 92136 5889 634973 592938 34479 7556 896387 837046 48674 10667 728693 680454 39568 8671 430696 402184 23387 5125 2354418 2198555 127845 28018 8796 8213 478 105 4678456 4368742 254040 55674 100969 100969 99818 93210 5420 1188 RESEARCH AND ANALYTICS 5749163 5368568 312180 68415 UNCOLLECTIBLE PLEDGES E 489315 489315 DUES AND SUBSCRIPTIONS 52011 48568 2824 619 REGISTRATION AND COMPLI 43465 40588 2360 517 28439 27678 624 137 33454362 31038778 2026489 389095 4082680 4643385 11625773 9440193 11485 3774 943643 493322 194968 450321 29353 975165 15944259 15512838 1405199 735604 406101 1365517 1811300 2101121 X 14132959 13411717 14132959 13411717 15944259 15512838 -721242 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8913197 1500 8913197 8913197 1 77475 77475 32822429 32899904 1000000 250000 0 0 1000000 1000000 2000000 3000000 71913 77475 149388 250000 250000 500000 750000 71913 77475 149388 1 0 0 PART I-A, LINE 1: POLITICAL EXPENSES WERE RELATED TO FEDERAL, STATE, AND LOCAL RACES. PART I-A, LINE 1: POLITICAL EXPENSES WERE RELATED TO FEDERAL, STATE, AND LOCAL RACES. 554747 104426 450321 103702 103702 0 285194 285194 0 450321 RIGHT-OF-USE ASSET - OPERATING LEASES 940035 SECURITY DEPOSITS 35130 975165 16942 DUE TO AFL-CIO 397799 OPERATING LEASES LIABILITY 950776 1365517 X 25127263 11135 11135 25116128 7616992 7616992 32733120 25848505 11135 11135 25837370 7616992 7616992 33454362 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER A GROUP EXEMPTION GRANTED TO THE AMERICAN FEDERATION OF LABOR AND CONGRESS OF INDUSTRIAL ORGANIZATIONS, EXCEPT ON NET INCOME FROM UNRELATED BUSINESS ACTIVITIES, IF ANY, UNDER SECTION 501(C)(5) AND SECTION 527(F)(1) OF THE INTERNAL REVENUE CODE. THE ASSOCIATION HAS NOT APPLIED FOR TAX-EXEMPT STATUS WITH THE INTERNAL REVENUE SERVICE (IRS). THE ASSOCIATION FILES AN ANNUAL FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, AND FORM 1120-POL, U.S. INCOME TAX RETURN FOR CERTAIN POLITICAL ORGANIZATIONS, WITH THE IRS. THE ASSOCIATION IS REQUIRED TO PAY A 21% TAX ON ITS NET INVESTMENT INCOME DUE TO THE ASSOCIATION BEING TREATED AS HAVING POLITICAL ORGANIZATION TAXABLE INCOME. AS OF JUNE 30, 2023, THE ASSOCIATION'S TAX FORMS FOR THE YEARS 2019 THROUGH 2022 REMAIN ELIGIBLE FOR EXAMINATION BY FEDERAL, STATE AND LOCAL JURISDICTIONS IN WHICH THE ASSOCIATION FILES RETURNS. IT IS THE ASSOCIATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN UNRELATED BUSINESS INCOME TAX EXPENSE. PART XI, LINE 4B - OTHER ADJUSTMENTS: SHARING REIMBURSEMENT FROM WORKING AMERICA EDUCATION FUND 7,616,992. PART XII, LINE 4B - OTHER ADJUSTMENTS: SHARING REIMBURSEMENT FROM WORKING AMERICA EDUCATION FUND 7,616,992. 0 0 0 ELIZABETH H SHULER SECRETARY-TREASURER 0 272250 0 0 0 9391 0 65340 0 34886 0 381867 0 0 FRED REDMOND DIRECTOR 0 238975 0 0 0 7676 0 57354 0 34488 0 338493 0 0 MATTHEW MORRISON EXECUTIVE DIRECTOR 222065 0 0 0 0 0 19695 0 15457 0 257217 0 0 0 AUSAF QARNI DIRECTOR OF RESEARCH AND A 178128 0 0 0 0 0 14208 0 15457 0 207793 0 0 0 TONY CHENG MANAGING DIRECTOR 190435 0 0 0 0 0 5600 0 6430 0 202465 0 0 0 KEVIN PAPE NATIONAL POLITICAL DIRECTO 130201 0 0 0 0 0 12025 0 15457 0 157683 0 0 0 ANGEL DARCOURT NATIONAL FIELD DIRECTOR 124067 0 0 0 0 0 11017 0 15457 0 150541 0 0 0 TEFERE GEBRE SECRETARY 0 41361 0 0 0 1856 0 9927 0 10314 0 63458 0 0 FORM 990, PART VI, SECTION A, LINE 2 NAME RELATIONSHIP ORGANIZATION ELIZABETH SHULER BUSINESS AFL-CIO TEFERE GEBRE BUSINESS AFL-CIO FRED REDMOND BUSINESS AFL-CIO FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS WITH NO VOTING RIGHTS. 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 PREPARER PROVIDES THE FINAL COPY OF THE FORM 990 TO MANAGEMENT FOR REVIEW PRIOR TO FILING. AFTER THE RETURN HAS BEEN FILED, MANAGEMENT REVIEWS THE FILED FORM 990 IN SUMMARY WITH THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE OFFICERS AND DIRECTORS OF THE WORKING AMERICA BOARD OF DIRECTORS 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 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 C, LINE 19 AN ELECTRONIC COPY WILL BE PROVIDED ON REQUEST, OR THE DOCUMENTS MAY BE EXAMINED AT THE ORGANIZATION'S OFFICE. FORM 990, PART XII, LINE 2C THE BOARD OF DIRECTORS MEETS ANNUALLY TO REVIEW AND APPROVE THE AUDITED ANNUAL FINANCIAL STATEMENTS. AFL-CIO 815 16TH STREET NW WASHINGTON DC 20006 530228172 FEDERATION OF LABOR UNIONS DC 501(C)(5) N/A 0 WORKING AMERICA INDEPENDENT EXPENDITURE PAC 815 16TH STREET NW WASHINGTON DC 20006 383914964 TO PROMOTE THE INTEREST OF WORKING FAMILIES IN ELECTIONS DC 527 N/A 0 0 0 1 0 0 0 0 0 0 0 1 1 0 1 0 1 1 0 0