To build prosperity for individuals, business, families, and communities by unleashing the potential of front line workers through collaboration with their employers and other resources.

501(c)(3) charity; gifts are tax-deductible.
83¢ of each $1 spent went to programs.
$522K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
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
Yes
Donations are tax-deductible
Looks good: the IRS lists 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 6
filings with a surplus
Average deficit $71K a year · 2% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$522K
to officers and key staff · 16% of spending
Fine: pay to officers and key staff is 16% of spending; 15% to 20%.
Pt VII · Sec A
6 mo
of spending, in cash
Looks good: 6.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.7M
81% of total assets
Concern: liabilities are 81% of assets; over 80%.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.6M
Spent
$3.3M
To programs
83%
Net assets
$401K
By yearFY2020–FY2025
Revenue
$3.6M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$3.6M
FY2021$4.6M
FY2022$3.2M
FY2023$5.6M
FY2024$3.1M
FY2025$1.7M
Expenses
$3.3M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$3.3M
FY2021$3.2M
FY2022$4.2M
FY2023$5.5M
FY2024$4.0M
FY2025$2.0M
Net assets
$401K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$401K
FY2021$1.8M
FY2022$784K
FY2023$869K
FY2024−$52K
FY2025−$379K

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 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 Dec 2014.

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

Where the money goes

83 cents of each dollar spent went to programs.

Program services 83% · $2.7M Management & general 11% · $362K Fundraising 6% · $210K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990; $522K paid to officers and key staff.

Part VII, Section A · reportable compensation
$161,514Pt VII · Sec A
Senior Vice
$144,886Pt VII · Sec A
$110,321Pt VII · Sec A
Senior VP
$105,254Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Cynthia Williams’s $164K as CEO is at the 72nd percentile of top reported officer pay among 1245 $1–10M employment nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Liddy Romero——$267,104$252,699$194,919$161,514
Liddy Romero Until 1225$114,800$262,527————
Cynthia Williams$163,831$200,880$201,754$191,049$134,229$110,321
Chris Young$114,877$197,331$198,676$184,212$129,357—
Kristen Culliney—$162,268$150,428$114,824——
James Huh———$101,215$159,794$105,254
Linda Montgomery————$137,016$144,886
Kelli Christian——$102,387———

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.

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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

Connects community resources to help workers advance and improve their lives.

Questions for Worklife Partnership

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Provided by the organization

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1 program · $2.7M · in their own filed words · FY2020
01

In 2020, worklife partnership's resource and health benefits navigator programs helped 1,782 hardworking employees find greater stability. We partnered with 37 employers in 12 industries to provide support and resources to their employees.

$2.7Mprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$10K
Grants paid · 15 grants · $2.0M · 2020–2025
Unitemized GrantFY2025$73,413
Unitemized GrantFY2025$56,057
Unitemized GrantFY2024$192,604
Unitemized GrantFY2024$100,374
The Savings CollaborativeCO · FY2024$10,000
Working MetricsFY2023$600,000
Unitemized GrantFY2023$208,543
Unitemized GrantFY2023$69,121
Unitemized GrantFY2022$134,677
Unitemized GrantFY2022$118,761
Unitemized GrantFY2021$110,498
Unitemized GrantFY2021$90,253
Unitemized GrantFY2020$159,309
Unitemized GrantFY2020$102,745
Unitemized GrantFY2020$20,064

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$3.6M
Ln 12
Gifts and grantsLn 1h$2.0M
Fees for servicesLn 2g$1.6M
Investment incomeLn 3$4K
Money outPt IX
$3.3M
Ln 25
Programscol B$2.7M
Managementcol C$362K
Fundraisingcol D$210K
Owns and owesPt X
$401K
net assets · Ln 32
Cash and savingsLn 1–2$1.7M
Total assetsLn 16$2.1M
LiabilitiesLn 26$1.7M
PeoplePt VI, VII
13
listed · VII A
PaidVII A4
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.0M
Government grantsLn 1e$289K
Noncash giftsLn 1g$3K
Fees for servicesLn 2g$1.6M
Investment incomeLn 3$4K
Total revenueLn 12$3.6M
Assets in detailPt X, end of year
CashLn 1$143K
SavingsLn 2$1.6M
Cash and savings togetherLn 1–2$1.7M
InvestmentsLn 11–13$4K
Land, buildings, equipmentLn 10c$17K
Total assetsLn 16$2.1M
LiabilitiesLn 26$1.7M
Net assetsLn 32$401K
OperationsPt I, VI
EmployeesI 518
VolunteersI 613
Fiscal year endsHeaderDecember
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 FY20End FY20
Cash and savingsLn 1–2$1.6M$1.7M
InvestmentsLn 11–13$4K
Land, buildings, equipmentLn 10c$22K$17K
Total assetsLn 16$2.1M$2.1M
LiabilitiesLn 26$2.1M$1.7M
Net assetsLn 32$46K$401K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$282K$282K
Pay of current officers, directors and key staffLn 5$168K$131K$23K$15K
Other salaries and wagesLn 7$1.5M$1.2M$205K$132K
Pension plan contributionsLn 8$33K$24K$5K$3K
Other employee benefitsLn 9$333K$248K$51K$34K
Payroll taxesLn 10$139K$103K$21K$14K
Other fees for servicesLn 11g$319K$302K$16K$1K
Advertising and promotionLn 12$15K$15K$70$32
Office expensesLn 13$47K$45K$2K$423
Information technologyLn 14$87K$78K$7K$2K
OccupancyLn 16$70K$62K$5K$3K
TravelLn 17$30K$20K$9K$1K
Conferences, conventions and meetingsLn 19$35$35
InterestLn 20$4K$4K
Depreciation, depletion and amortizationLn 22$5K$4K$602$46
InsuranceLn 23$4K$353$4K$18
Other expenses (24a–d)Ln 24$207K$195K$7K$4K
All other expensesLn 24e$13K$7K$6K$345
Total functional expensesLn 25$3.3M$2.7M$362K$210K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.7M$2.0M−$327K−$379K 990 PDF
FY2024 $3.1M$4.0M−$921K−$52K 990 PDF
FY2023 $5.6M$5.5M$84K$869K 990 PDF
FY2022 $3.2M$4.2M−$1.0M$784K 990 PDF
FY2021 $4.6M$3.2M$1.4M$1.8M 990 PDF
FY2020 Viewing $3.6M$3.3M$354K$401K 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 FY2020 990 (6 parts)
Part I · Summary $3,635,627 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,070,049$2,024,739
I-9 Program service revenuePrior year $986,998$1,608,774
I-10 Investment incomePrior year $4,121$3,692
I-11 Other revenuePrior year $2,886−$1,578
I-12 Total revenuePrior year $2,064,054$3,635,627
I-13 Grants and similar amounts paidPrior year $188,635$282,118
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,838,198$2,198,025
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $434,726$801,077
I-18 Total expensesPrior year $2,461,559$3,281,220
I-19 Revenue less expensesPrior year −$397,505$354,407
Part VI · Governance 9 of 9 board members independent, no flags
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
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 $3,635,627 across 9 lines filed
VIII-1a Federated campaigns$880
VIII-1e Government grants$289,229
VIII-1f All other contributions, gifts and grants$1,734,630
VIII-1g Noncash contributions (included above)$2,797
VIII-1h Total contributions, gifts and grants$2,024,739
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,608,774$1,608,774
VIII-3 Investment incomeExcluded from tax $3,692$3,692
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission −$1,578−$1,578
VIII-12 Total revenueRelated to mission $1,607,196 · Excluded from tax $3,692$3,635,627
Part IX · Statement of functional expenses $3,281,220 across 18 lines filed
IX-2 Grants to domestic individualsPrograms $282,118$282,118
IX-5 Pay of current officers, directors and key staffPrograms $130,678 · Management $22,726 · Fundraising $14,661$168,065
IX-7 Other salaries and wagesPrograms $1,187,936 · Management $205,098 · Fundraising $132,105$1,525,139
IX-8 Pension plan contributionsPrograms $24,339 · Management $5,025 · Fundraising $3,352$32,716
IX-9 Other employee benefitsPrograms $247,723 · Management $51,145 · Fundraising $34,121$332,989
IX-10 Payroll taxesPrograms $103,494 · Management $21,367 · Fundraising $14,255$139,116
IX-11g Other fees for servicesPrograms $302,239 · Management $15,527 · Fundraising $1,163$318,929
IX-12 Advertising and promotionPrograms $15,105 · Management $70 · Fundraising $32$15,207
IX-13 Office expensesPrograms $44,508 · Management $1,873 · Fundraising $423$46,804
IX-14 Information technologyPrograms $78,099 · Management $7,465 · Fundraising $1,764$87,328
IX-16 OccupancyPrograms $61,692 · Management $5,143 · Fundraising $2,715$69,550
IX-17 TravelPrograms $20,074 · Management $9,118 · Fundraising $1,259$30,451
IX-19 Conferences, conventions and meetingsManagement $35$35
IX-20 InterestPrograms $3,811$3,811
IX-22 Depreciation, depletion and amortizationPrograms $3,984 · Management $602 · Fundraising $46$4,632
IX-23 InsurancePrograms $353 · Management $3,561 · Fundraising $18$3,932
IX-24 Other expenses (24a–d)Programs $195,364 · Management $7,326 · Fundraising $4,225$206,915
IX-24e All other expensesPrograms $7,298 · Management $5,840 · Fundraising $345$13,483
IX-25 Total functional expensesPrograms $2,708,815 · Management $361,921 · Fundraising $210,484$3,281,220
Part X · Balance sheet $2,081,676 assets, 17 lines filed
Asset lines not itemized here account for $179,595; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $151,740$142,545
X-2 Savings and temporary cash investmentsStart of year $1,484,455$1,561,867
X-3 Pledges and grants receivableStart of year $107,309$91,842
X-4 Accounts receivableStart of year $364,687$72,912
X-9 Prepaid expenses and deferred chargesStart of year $5,641$11,584
X-10c Land, buildings and equipment, netStart of year $21,890$17,257
X-11 Publicly traded securities$4,074
X-16 Total assetsStart of year $2,135,722$2,081,676
X-17 Accounts payable and accrued expensesStart of year $179,726$156,631
X-19 Deferred revenueStart of year $122,593$110,746
X-24 Unsecured notes and loans payableStart of year $50,000$730,750
X-25 Other liabilitiesStart of year $1,736,961$682,700
X-26 Total liabilitiesStart of year $2,089,280$1,680,827
X-27 Net assets without donor restrictionsStart of year −$174,952$326,675
X-28 Net assets with donor restrictionsStart of year $221,394$74,174
X-32 Total net assets or fund balancesStart of year $46,442$400,849
X-33 Total liabilities and net assetsStart of year $2,135,722$2,081,676
Part XI · Reconciliation of net assets $400,849 net assets at year end
XI-1 Total revenue$3,635,627
XI-2 Total expenses$3,281,220
XI-3 Revenue less expenses$354,407
XI-4 Net assets at start of year$46,442
XI-10 Net assets at end of year$400,849

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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