Worklife Partnership FY2024 filing

Tax-deductible

Northglenn, CO501(c)(3)Since 2014EmploymentEIN 47-1331690

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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.
60¢ of each $1 spent went to programs.
$823K 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

FY2024 · 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
60%
of spending
Worth a look: 60% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$823K
to officers and key staff · 20% of spending
Fine: pay to officers and key staff is 20% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.4 months of spending in cash; 1 to 3.
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
$1.4M
104% of total assets
Concern: liabilities are 104% 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
$3.1M
-44% vs prior year
Spent
$4.0M
To programs
60%
Net assets
−$52K
By yearFY2020–FY2025
Revenue
$3.1M
FY2024▼ -44%
Revenue by fiscal year
FY2020$3.6M
FY2021$4.6M
FY2022$3.2M
FY2023$5.6M
FY2024$3.1M
FY2025$1.7M
Expenses
$4.0M
FY2024▼ -26%
Expenses by fiscal year
FY2020$3.3M
FY2021$3.2M
FY2022$4.2M
FY2023$5.5M
FY2024$4.0M
FY2025$2.0M
Net assets
−$52K
FY2024▼ -106%
Net assets by fiscal year
FY2020$401K
FY2021$1.8M
FY2022$784K
FY2023$869K
FY2024−$52K
FY2025−$379K

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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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

60 cents of each dollar spent went to programs.

Program services 60% · $2.4M Management & general 22% · $885K Fundraising 18% · $717K

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; $823K paid to officers and key staff.

Part VII, Section A · reportable compensation
$262,527Pt VII · Sec A
$200,880Pt VII · Sec A
$197,331Pt VII · Sec A
$162,268Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$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.

Provided by the organization

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1 program service account for $2.4M of program spending, described in the organization's own filed words · FY2024.
01

Worklife partnership provides one-on-one assistance to incumbent workers through its primary program so they may remain stably employed and pursue pathways to economic mobility. In 2024, worklife helped 2,109 hardworking employees in 35 states improve their work-life stability through its signature resource navigation program.

$2.4Mprogram expense

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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 FY2024 990, line by line.

1The main four
Money inPt VIII
$3.1M
Ln 12
Gifts and grantsLn 1h$1.7M
Fees for servicesLn 2g$1.3M
Investment incomeLn 3$49K
Money outPt IX
$4.0M
Ln 25
Programscol B$2.4M
Managementcol C$885K
Fundraisingcol D$717K
Owns and owesPt X
−$52K
net assets · Ln 32
Cash and savingsLn 1–2$795K
Total assetsLn 16$1.4M
LiabilitiesLn 26$1.4M
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$1.7M
Government grantsLn 1e$78K
Noncash giftsLn 1g$26K
Fees for servicesLn 2g$1.3M
Investment incomeLn 3$49K
Other incomeLn 4–11$2K
Total revenueLn 12$3.1M
Assets in detailPt X, end of year
SavingsLn 2$795K
Cash and savings togetherLn 1–2$795K
InvestmentsLn 11–13$24K
Land, buildings, equipmentLn 10c$29K
Total assetsLn 16$1.4M
LiabilitiesLn 26$1.4M
Net assetsLn 32−$52K
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 FY24End FY24
Cash and savingsLn 1–2$1.1M$795K
InvestmentsLn 11–13$750K$24K
Land, buildings, equipmentLn 10c$39K$29K
Total assetsLn 16$3.2M$1.4M
LiabilitiesLn 26$2.3M$1.4M
Net assetsLn 32$869K−$52K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$27K$27K
Grants to domestic individualsLn 2$293K$293K
Pay of current officers, directors and key staffLn 5$275K$151K$71K$53K
Other salaries and wagesLn 7$2.0M$1.1M$516K$386K
Pension plan contributionsLn 8$74K$48K$14K$11K
Other employee benefitsLn 9$216K$141K$42K$33K
Payroll taxesLn 10$176K$115K$34K$27K
Other fees for servicesLn 11g$307K$118K$91K$98K
Advertising and promotionLn 12$66K$30K$36K
Office expensesLn 13$4K$3K$417$242
Information technologyLn 14$127K$87K$23K$18K
OccupancyLn 16$82K$55K$15K$12K
TravelLn 17$91K$65K$14K$12K
Conferences, conventions and meetingsLn 19$135$135
InterestLn 20$4K$4K
Depreciation, depletion and amortizationLn 22$14K$12K$1K$715
InsuranceLn 23$15K$6K$8K$81
Other expenses (24a–d)Ln 24$293K$220K$43K$30K
All other expensesLn 24e$9K$9K
Total functional expensesLn 25$4.0M$2.4M$885K$717K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.7M$2.0M−$327K−$379K 990 PDF
FY2024 Viewing $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 $3.6M$3.3M$354K$401K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $3,128,194 across 8 lines filed
VIII-1e Government grants$77,923
VIII-1f All other contributions, gifts and grants$1,650,833
VIII-1g Noncash contributions (included above)$25,986
VIII-1h Total contributions, gifts and grants$1,728,756
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,349,205$1,349,205
VIII-3 Investment incomeExcluded from tax $48,657$48,657
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,576$1,576
VIII-12 Total revenueRelated to mission $1,350,781 · Excluded from tax $48,657$3,128,194
Part IX · Statement of functional expenses $4,049,082 across 19 lines filed
IX-1 Grants to domestic organizationsPrograms $27,000$27,000
IX-2 Grants to domestic individualsPrograms $292,978$292,978
IX-5 Pay of current officers, directors and key staffPrograms $150,834 · Management $70,984 · Fundraising $53,208$275,026
IX-7 Other salaries and wagesPrograms $1,074,499 · Management $516,461 · Fundraising $386,442$1,977,402
IX-8 Pension plan contributionsPrograms $48,333 · Management $14,280 · Fundraising $11,239$73,852
IX-9 Other employee benefitsPrograms $141,492 · Management $41,805 · Fundraising $32,902$216,199
IX-10 Payroll taxesPrograms $114,945 · Management $33,962 · Fundraising $26,729$175,636
IX-11g Other fees for servicesPrograms $118,353 · Management $90,671 · Fundraising $97,569$306,593
IX-12 Advertising and promotionPrograms $29,802 · Fundraising $35,916$65,718
IX-13 Office expensesPrograms $2,841 · Management $417 · Fundraising $242$3,500
IX-14 Information technologyPrograms $87,050 · Management $22,576 · Fundraising $17,582$127,208
IX-16 OccupancyPrograms $55,385 · Management $14,623 · Fundraising $11,651$81,659
IX-17 TravelPrograms $65,003 · Management $13,960 · Fundraising $12,345$91,308
IX-19 Conferences, conventions and meetingsManagement $135$135
IX-20 InterestManagement $4,005$4,005
IX-22 Depreciation, depletion and amortizationPrograms $12,164 · Management $1,392 · Fundraising $715$14,271
IX-23 InsurancePrograms $6,387 · Management $8,152 · Fundraising $81$14,620
IX-24 Other expenses (24a–d)Programs $220,200 · Management $42,917 · Fundraising $30,194$293,311
IX-24e All other expensesManagement $8,661$8,661
IX-25 Total functional expensesPrograms $2,447,266 · Management $885,001 · Fundraising $716,815$4,049,082
Part X · Balance sheet $1,397,208 assets, 16 lines filed
Asset lines not itemized here account for $470,758; see the IRS return.
X-2 Savings and temporary cash investmentsStart of year $1,082,580$795,162
X-3 Pledges and grants receivableStart of year $616,976$28,220
X-4 Accounts receivableStart of year $127,378$9,809
X-9 Prepaid expenses and deferred chargesStart of year $79,573$40,543
X-10c Land, buildings and equipment, netStart of year $38,732$29,166
X-11 Publicly traded securitiesStart of year $750,000$23,550
X-16 Total assetsStart of year $3,156,339$1,397,208
X-17 Accounts payable and accrued expensesStart of year $474,735$381,439
X-19 Deferred revenueStart of year $72,543$105,116
X-24 Unsecured notes and loans payableStart of year $612,009$622,149
X-25 Other liabilitiesStart of year $1,128,549$340,889
X-26 Total liabilitiesStart of year $2,287,836$1,449,593
X-27 Net assets without donor restrictionsStart of year −$177,584−$437,383
X-28 Net assets with donor restrictionsStart of year $1,046,087$384,998
X-32 Total net assets or fund balancesStart of year $868,503−$52,385
X-33 Total liabilities and net assetsStart of year $3,156,339$1,397,208
Part XI · Reconciliation of net assets −$52,385 net assets at year end
XI-1 Total revenue$3,128,194
XI-2 Total expenses$4,049,082
XI-3 Revenue less expenses−$920,888
XI-4 Net assets at start of year$868,503
XI-10 Net assets at end of year−$52,385

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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