California Workforce Association FY2021 filing

Not tax-deductible

Sacramento, CA501(c)(4)Since 1979 EIN 68-0100006Revenue $3.4M in FY2021

On file with the IRScalworkforce.org925 Del Paso Blvd, 95815-3512 · Sacramento, CATax-exempt since Oct 1987

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To promote, enhance and serve the interests of local workforce development partnerships.

501(c)(4) social-welfare organization; gifts are not tax-deductible as charitable contributions.
91¢ of each $1 spent went to programs.
$302K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(4)
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
5 of 6
filings with a surplus
Average surplus $101K a year · 3% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$302K
to officers and key staff · 9% of spending
Looks good: pay to officers and key staff is 9% of spending; 15% or less.
Pt VII · Sec A
1 mo
of spending, in cash
Fine: 1.2 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $15K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$992K
106% of total assets
Concern: liabilities are 106% of assets; over 80%.
Pt X · Ln 26
Independent board members
46
of 46 voting members
Looks good: 46 of 46 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.4M
+0.6% vs prior year
Spent
$3.2M
To programs
91%
Net assets
−$60K
By yearFY2020–FY2025
Revenue
$3.4M
FY2021▲ +0.6%
Tap a bar for its year
Revenue by fiscal year
FY2020$3.4M
FY2021$3.4M
FY2022$3.3M
FY2023$3.2M
FY2024$3.6M
FY2025$2.9M
Expenses
$3.2M
FY2021▼ -10%
Tap a bar for its year
Expenses by fiscal year
FY2020$3.5M
FY2021$3.2M
FY2022$3.2M
FY2023$3.1M
FY2024$3.4M
FY2025$2.7M
Net assets
−$60K
FY2021▲ +79%
Tap a bar for its year
Net assets by fiscal year
FY2020−$285K
FY2021−$60K
FY2022−$1K
FY2023$39K
FY2024$270K
FY2025$465K

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

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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 Oct 1987.

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

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $2.9M Management & general 9% · $299K

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

48 people listed on the 990; $302K 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 Dir.
$190,244Pt VII · Sec A
$111,278Pt VII · Sec A
Board Chair
$0Pt VII · Sec A
1st Vice Chair
$0Pt VII · Sec A
2nd Vice Chair
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Past Chair
$0Pt VII · Sec A
Leg Comm Chair
$0Pt VII · Sec A

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Robert Lanter—$204,890$198,299$198,299$190,244—
Bob Lanter—————$183,286
Kelli Oropeza-Grimes$177,299$128,798$117,807$118,807$111,278$38,281
Brandon Anderson—$118,310$109,544$109,544——
Curtis Notsinneh$18,750—————

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 California Workforce Association 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

Advocates for and supports California's local workforce development partnerships through lobbying, capacity building, and collaborative networking to strengthen the state's labor market.

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Provided by the organization

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3 programs · $2.7M · in their own filed words · FY2020
01

Held various boot camps, WIOA Action clinics, disability employment accelerator trainings, and technical assistance to members related to WIOA Title 1 youth program services and One Stop Operator.

$2.3Mprogram expense
02

CWA sponsors three conferences a year. The youth conference focuses on mentoring and educating the youth on the workforce. The annual spring membership conference is designed for Board members, partners, and front line staff. The annual fall policy conference was designed for the workforce policy makers at both the State and Local levels.

$280Kprogram expense
03

Participated in lobbying to address workforce issues across California.

$190Kprogram 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 · FY2021
Total grants receivedfrom 1 funder$15K
Grants paid · 2 grants · $270K · 2019–2019
Ca State University of SacFY2019$180,000
Ca State University of LaFY2019$90,000

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$3.4M
Ln 12
Fees for servicesLn 2g$2.0M
Gifts and grantsLn 1h$1.4M
Other incomeLn 4–11$308
Money outPt IX
$3.2M
Ln 25
Programscol B$2.9M
Managementcol C$299K
Owns and owesPt X
−$60K
net assets · Ln 32
Cash and savingsLn 1–2$309K
Total assetsLn 16$932K
LiabilitiesLn 26$992K
PeoplePt VI, VII
48
listed · VII A
PaidVII A2
Voting boardVI 1a46
IndependentVI 1b46
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.4M
Government grantsLn 1e$1.4M
Fees for servicesLn 2g$2.0M
Investment incomeLn 3$136
Other incomeLn 4–11$308
Gains on assetsLn 7$0
Total revenueLn 12$3.4M
Assets in detailPt X, end of year
CashLn 1$227K
SavingsLn 2$82K
Cash and savings togetherLn 1–2$309K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$369
Other assetsLn 15$0
Total assetsLn 16$932K
LiabilitiesLn 26$992K
Net assetsLn 32−$60K
OperationsPt I, VI
EmployeesI 59
VolunteersI 645
Fiscal year endsHeaderJune
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$188K$309K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$3K$369
Total assetsLn 16$854K$932K
LiabilitiesLn 26$1.1M$992K
Net assetsLn 32−$285K−$60K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$409K$348K$61K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$423K$360K$63K
Pension plan contributionsLn 8$178K$151K$26K
Other employee benefitsLn 9$58K$49K$9K
Payroll taxesLn 10$9K$8K$1K
Management feesLn 11a$0
Legal feesLn 11b$2K$2K
Accounting feesLn 11c$16K$16K
Lobbying feesLn 11d$137K$137K
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$1.8M$1.7M$53K
Advertising and promotionLn 12$6K$6K
Office expensesLn 13$64K$24K$40K
Information technologyLn 14$5K$5K
RoyaltiesLn 15$0
OccupancyLn 16$60K$51K$9K
TravelLn 17$10K$8K$1K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$32K$32K
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$2K$2K
InsuranceLn 23$6K$6K
Other expenses (24a–d)Ln 24$3K$3K
All other expensesLn 24e$0
Total functional expensesLn 25$3.2M$2.9M$299K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $2.9M$2.7M$195K$465K 990 PDF
FY2024 $3.6M$3.4M$224K$270K 990 PDF
FY2023 $3.2M$3.1M$42K$39K 990 PDF
FY2022 $3.3M$3.2M$59K−$1K 990 PDF
FY2021 Viewing $3.4M$3.2M$225K−$60K 990 PDF
FY2020 $3.4M$3.5M−$140K−$285K 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 $3,419,127 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,249,748$1,406,859
I-9 Program service revenuePrior year $2,136,093$2,011,824
I-10 Investment incomePrior year $175$136
I-11 Other revenuePrior year $11,942$308
I-12 Total revenuePrior year $3,397,958$3,419,127
I-13 Grants and similar amounts paidPrior year $270,000$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,065,775$1,076,021
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $2,201,727$2,118,522
I-18 Total expensesPrior year $3,537,502$3,194,543
I-19 Revenue less expensesPrior year −$139,544$224,584
Part VI · Governance 46 of 46 board members independent, no flags
VI-1a Voting members of the governing body46
VI-1b Independent voting members46
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 $3,419,127 across 10 lines filed
VIII-1e Government grants$1,406,859
VIII-1h Total contributions, gifts and grants$1,406,859
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,936,840 · Excluded from tax $74,984$2,011,824
VIII-3 Investment incomeExcluded from tax $136$136
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $308$308
VIII-12 Total revenueRelated to mission $1,937,148 · Excluded from tax $75,120$3,419,127
Part IX · Statement of functional expenses $3,194,543 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $347,991 · Management $60,797$408,788
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $360,063 · Management $62,905$422,968
IX-8 Pension plan contributionsPrograms $151,309 · Management $26,435$177,744
IX-9 Other employee benefitsPrograms $48,949 · Management $8,552$57,501
IX-10 Payroll taxesPrograms $7,679 · Management $1,341$9,020
IX-11a Management fees$0
IX-11b Legal feesManagement $1,856$1,856
IX-11c Accounting feesManagement $16,448$16,448
IX-11d Lobbying feesPrograms $136,613$136,613
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $1,722,280 · Management $53,142$1,775,422
IX-12 Advertising and promotionManagement $6,233$6,233
IX-13 Office expensesPrograms $24,081 · Management $39,528$63,609
IX-14 Information technologyPrograms $5,062$5,062
IX-15 Royalties$0
IX-16 OccupancyPrograms $51,407 · Management $8,982$60,389
IX-17 TravelPrograms $8,037 · Management $1,495$9,532
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $32,425$32,425
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationManagement $2,292$2,292
IX-23 InsuranceManagement $5,534$5,534
IX-24 Other expenses (24a–d)Management $3,107$3,107
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $2,895,896 · Management $298,647 · Fundraising $0$3,194,543
Part X · Balance sheet $931,913 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $105,777$226,617
X-2 Savings and temporary cash investmentsStart of year $82,359$82,100
X-3 Pledges and grants receivableStart of year $385,273$497,657
X-4 Accounts receivableStart of year $253,385$100,670
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $18,559$18,250
X-10c Land, buildings and equipment, netStart of year $2,661$369
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assetsStart of year $6,250$6,250
X-15 Other assets$0
X-16 Total assetsStart of year $854,264$931,913
X-17 Accounts payable and accrued expensesStart of year $807,207$898,940
X-19 Deferred revenueStart of year $151,709$93,041
X-26 Total liabilitiesStart of year $1,138,916$991,981
X-27 Net assets without donor restrictionsStart of year −$284,652−$60,068
X-32 Total net assets or fund balancesStart of year −$284,652−$60,068
X-33 Total liabilities and net assetsStart of year $854,264$931,913
Part XI · Reconciliation of net assets −$60,068 net assets at year end
XI-1 Total revenue$3,419,127
XI-2 Total expenses$3,194,543
XI-3 Revenue less expenses$224,584
XI-4 Net assets at start of year−$284,652
XI-10 Net assets at end of year−$60,068

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

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