Joint Labor Management Work Preservation Fund FY2021 filing

Not tax-deductible

Madison, WI501(c)(5)Mutual / membership EIN 39-1703979Revenue $3.7M in FY2021Latest return filed Apr 3, 2026

On file with the IRS4702 S Biltmore Ln, 53718-2106 · Madison, WITax-exempt since Aug 1993

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Industry advancement

501(c)(5) labor or agricultural organization; gifts are not tax-deductible as charitable contributions.
$413K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(5)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $129K a year · 3% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Pay to officers and key staff
$413K
to officers and key staff · 12% of spending
Looks good: pay to officers and key staff is 12% of spending; 15% or less.
Pt VII · Sec A
5 mo
of spending, in cash
Looks good: 4.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$431K
21% of total assets
Looks good: liabilities are 21% of assets; 50% or less.
Pt X · Ln 26
Independent board members
14
of 14 voting members
Looks good: 14 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.7M
Spent
$3.6M
Net assets
$1.7M
By yearFY2021–FY2025
Revenue
$3.7M
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$3.7M
FY2022$4.4M
FY2023$4.4M
FY2024$4.9M
FY2025$5.1M
Expenses
$3.6M
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$3.6M
FY2022$4.1M
FY2023$4.5M
FY2024$4.5M
FY2025$5.3M
Net assets
$1.7M
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$1.7M
FY2022$1.9M
FY2023$1.9M
FY2024$2.3M
FY2025$2.1M

From the FY2021 Form 990 (year ending May 2021) · figures checked against the IRS filing · see the original

990 PDF Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1993.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

16 people listed on the 990; $413K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Executive Director
$207,858Pt VII · Sec A
$205,466Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Kahl Robb$218,871$213,385$211,960$209,586$207,858
Knipfer Cynthia$215,285$210,160$209,565$207,985$205,466
Davis Joseph$111,302$107,950———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Joint Labor Management Work Preservation Fund executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Joint Labor Management Work Preservation Fund is a member-serving organization based in Madison, WI.

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Provided by the organization

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1 program · in their own filed words · FY2020
01

To provide joint labor-management activites conducted by an area and industry-wide committee designed to improve labor-management relationships, job security, competitiveness, productivity, organizational effectiveness, economic development and specifically to ensure that employers pay their employees the applicable certified wage…

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 16 grants · $3.6M · 2020–2024
Law Forward INCWI · FY2024$25,000
Worker Justice WisconsinWI · FY2024$25,000
Hogs for Heroes INCWI · FY2024$6,755
Worker Justice WisconsinWI · FY2023$25,000
Hogs for Heroes INCWI · FY2023$6,600
Worker Justice WisconsinWI · FY2022$25,000
Worker Justice WisconsinWI · FY2020$25,000
Wisconsin Progress INCWI · FY2020$15,000

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$3.7M
Ln 12
Fees for servicesLn 2g$3.6M
Other incomeLn 4–11$129K
Investment incomeLn 3$6K
Money outPt IX
$3.6M
Ln 25
Owns and owesPt X
$1.7M
net assets · Ln 32
Cash and savingsLn 1–2$1.5M
Total assetsLn 16$2.1M
LiabilitiesLn 26$431K
PeoplePt VI, VII
16
listed · VII A
PaidVII A2
Voting boardVI 1a14
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$3.6M
Investment incomeLn 3$6K
Other incomeLn 4–11$129K
Total revenueLn 12$3.7M
Assets in detailPt X, end of year
SavingsLn 2$1.5M
Cash and savings togetherLn 1–2$1.5M
Land, buildings, equipmentLn 10c$154K
Other assetsLn 15$21K
Total assetsLn 16$2.1M
LiabilitiesLn 26$431K
Net assetsLn 32$1.7M
OperationsPt I, VI
EmployeesI 515
VolunteersI 60
Fiscal year endsHeaderMay
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$1.0M$1.5M
Land, buildings, equipmentLn 10c$166K$154K
Total assetsLn 16$1.6M$2.1M
LiabilitiesLn 26$117K$431K
Net assetsLn 32$1.5M$1.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$600K
Other salaries and wagesLn 7$1.1M
Pension plan contributionsLn 8$466K
Other employee benefitsLn 9$193K
Payroll taxesLn 10$78K
Legal feesLn 11b$65K
Accounting feesLn 11c$47K
Other fees for servicesLn 11g$25K
Advertising and promotionLn 12$669K
Office expensesLn 13$121K
OccupancyLn 16$65K
TravelLn 17$32K
Conferences, conventions and meetingsLn 19$22K
Depreciation, depletion and amortizationLn 22$67K
InsuranceLn 23$41K
Total functional expensesLn 25$3.6M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Apr 3, 2026 $5.1M$5.3M−$140K$2.1M 990 PDF
FY2024Filed with the IRS Apr 3, 2025 $4.9M$4.5M$404K$2.3M 990 PDF
FY2023Filed with the IRS Mar 6, 2024 $4.4M$4.5M−$76K$1.9M 990 PDF
FY2022Filed with the IRS Mar 21, 2023 $4.4M$4.1M$289K$1.9M 990 PDF
FY2021 ViewingFiled with the IRS Apr 11, 2022 $3.7M$3.6M$167K$1.7M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $3,741,928 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $3,490,659$3,607,395
I-10 Investment incomePrior year $5,442$5,887
I-11 Other revenuePrior year $125,000$128,646
I-12 Total revenuePrior year $3,621,101$3,741,928
I-13 Grants and similar amounts paidPrior year $599,003$600,154
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,821,461$1,820,265
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,048,977$1,154,371
I-18 Total expensesPrior year $3,469,441$3,574,790
I-19 Revenue less expensesPrior year $151,660$167,138
Part VI · Governance 14 of 14 board members independent, no flags
VI-1a Voting members of the governing body14
VI-1b Independent voting members14
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $3,741,928 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $3,607,395$3,607,395
VIII-3 Investment incomeExcluded from tax $5,887$5,887
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $128,646$128,646
VIII-12 Total revenueRelated to mission $3,736,041 · Unrelated business $0 · Excluded from tax $5,887$3,741,928
Part IX · Statement of functional expenses $3,574,790 across 15 lines filed
IX-1 Grants to domestic organizations$600,154
IX-7 Other salaries and wages$1,083,660
IX-8 Pension plan contributions$466,064
IX-9 Other employee benefits$192,821
IX-10 Payroll taxes$77,720
IX-11b Legal fees$65,012
IX-11c Accounting fees$46,687
IX-11g Other fees for services$25,305
IX-12 Advertising and promotion$668,544
IX-13 Office expenses$120,954
IX-16 Occupancy$64,680
IX-17 Travel$32,211
IX-19 Conferences, conventions and meetings$22,404
IX-22 Depreciation, depletion and amortization$67,106
IX-23 Insurance$41,468
IX-25 Total functional expenses$3,574,790
Part X · Balance sheet $2,087,493 assets, 12 lines filed
X-2 Savings and temporary cash investmentsStart of year $1,005,795$1,463,365
X-4 Accounts receivableStart of year $383,592$407,954
X-9 Prepaid expenses and deferred chargesStart of year $37,423$41,263
X-10c Land, buildings and equipment, netStart of year $166,154$153,932
X-15 Other assetsStart of year $13,188$20,979
X-16 Total assetsStart of year $1,606,152$2,087,493
X-17 Accounts payable and accrued expensesStart of year $116,606$117,680
X-25 Other liabilitiesStart of year $0$313,129
X-26 Total liabilitiesStart of year $116,606$430,809
X-27 Net assets without donor restrictionsStart of year $1,489,546$1,656,684
X-32 Total net assets or fund balancesStart of year $1,489,546$1,656,684
X-33 Total liabilities and net assetsStart of year $1,606,152$2,087,493
Part XI · Reconciliation of net assets $1,656,684 net assets at year end
XI-1 Total revenue$3,741,928
XI-2 Total expenses$3,574,790
XI-3 Revenue less expenses$167,138
XI-4 Net assets at start of year$1,489,546
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,656,684

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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