Senate Working Group INC FY2023 filing

Washington, DCUnknown exempt organizationEIN 87-3024497Revenue $2.8M in FY2023

On file with the IRS1825 I Street Nw 900 · Washington, DC

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Senate Working Group was formed mid-year in 2021. Although the covid pandemic restricted some programming activty, the organizations most significant activities involved start up costs (hiring of employees, hiring vendors, etc.) and preparations for 2022 programming events.

75¢ of each $1 spent went to programs.
$201K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 4
filings with a surplus
Average surplus $5K a year · under 1% of revenue · last 4 filings
Fine: a surplus in 3 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
75%
of spending
Looks good: 75% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$201K
to officers and key staff · 10% of spending
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
12 mo
of spending, in cash
Looks good: 12.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $50K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$45K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 4 voting members
Looks good: 3 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.8M
+42% vs prior year
Spent
$2.0M
To programs
75%
Net assets
$2.0M
By yearFY2021–FY2024
Revenue
$2.8M
FY2023▲ +42%
Tap a bar for its year
Revenue by fiscal year
FY2021$545K
FY2022$2.0M
FY2023$2.8M
FY2024$2.1M
Expenses
$2.0M
FY2023▲ +59%
Tap a bar for its year
Expenses by fiscal year
FY2021$108K
FY2022$1.2M
FY2023$2.0M
FY2024$4.0M
Net assets
$2.0M
FY2023▲ +71%
Tap a bar for its year
Net assets by fiscal year
FY2021$437K
FY2022$1.2M
FY2023$2.0M
FY2024$20K

From the FY2023 Form 990 · see the original

Form 990 (PDF) Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024.

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

Where the money goes

75 cents of each dollar spent went to programs.

Program services 75% · $1.5M Management & general 20% · $397K Fundraising 4% · $85K

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

5 people listed on the 990; $201K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$201,150Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2022FY2021
James Kimmey$248,650$201,150$162,869$33,894

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 Senate Working Group INC 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

Funds startup costs and prepares for future programming events.

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Provided by the organization

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1 program · $1.5M · in their own filed words · FY2023
01

Senate working group hosted various educational events throughout the year, including the 2023 senate republican chiefs of staff & committee staff director's summit, 2023 senate republican commerce committee staff summit, 2023 senate republican deputy chief of staff & legislative director's summit, 2ND annual senate republican hog roast…

$1.5Mprogram 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 · FY2024
Total grants receivedfrom 1 funder$50K
Grants paid · 3 grants · $1.3M · 2022–2024
Senate Convention FundFY2024$300,000
One NationVA · FY2022$50,000

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$2.8M
Ln 12
Gifts and grantsLn 1h$2.8M
Money outPt IX
$2.0M
Ln 25
Programscol B$1.5M
Managementcol C$397K
Fundraisingcol D$85K
Owns and owesPt X
$2.0M
net assets · Ln 32
Cash and savingsLn 1–2$2.0M
Total assetsLn 16$2.0M
LiabilitiesLn 26$45K
PeoplePt VI, VII
5
listed · VII A
PaidVII A1
Voting boardVI 1a4
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.8M
Total revenueLn 12$2.8M
Assets in detailPt X, end of year
CashLn 1$2.0M
Cash and savings togetherLn 1–2$2.0M
Land, buildings, equipmentLn 10c$8K
Total assetsLn 16$2.0M
LiabilitiesLn 26$45K
Net assetsLn 32$2.0M
OperationsPt I, VI
EmployeesI 51
VolunteersI 63
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 FY23End FY23
Cash and savingsLn 1–2$1.2M$2.0M
Land, buildings, equipmentLn 10c$0$8K
Total assetsLn 16$1.2M$2.0M
LiabilitiesLn 26$5K$45K
Net assetsLn 32$1.2M$2.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$206K$171K$25K$10K
Payroll taxesLn 10$14K$14K
Legal feesLn 11b$45K$45K
Other fees for servicesLn 11g$191K$159K$31K$500
Office expensesLn 13$10K$10K
Information technologyLn 14$40K$33K$7K
OccupancyLn 16$134K$134K
TravelLn 17$84K$59K$8K$17K
Conferences, conventions and meetingsLn 19$58K$29K$4K$25K
InsuranceLn 23$4K$4K
Other expenses (24a–d)Ln 24$1.1M$993K$98K$29K
All other expensesLn 24e$50K$29K$18K$3K
Total functional expensesLn 25$2.0M$1.5M$397K$85K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $2.1M$4.0M−$2.0M$20K 990 PDF
FY2023 Viewing $2.8M$2.0M$823K$2.0M 990 PDF
FY2022 $2.0M$1.2M$723K$1.2M 990 PDF
FY2021 $545K$108K$437K$437K 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 FY2023 990 (6 parts)
Part I · Summary $2,777,501 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,951,517$2,777,501
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $1,951,517$2,777,501
I-13 Grants and similar amounts paidPrior year $50,000$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $177,938$219,458
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,000,616$1,734,832
I-18 Total expensesPrior year $1,228,554$1,954,290
I-19 Revenue less expensesPrior year $722,963$823,211
Part VI · Governance 3 of 4 board members independent, no flags
VI-1a Voting members of the governing body4
VI-1b Independent voting members3
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 $2,777,501 across 3 lines filed
VIII-1f All other contributions, gifts and grants$2,777,501
VIII-1h Total contributions, gifts and grants$2,777,501
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$2,777,501
Part IX · Statement of functional expenses $1,954,290 across 12 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $170,977 · Management $24,852 · Fundraising $10,058$205,887
IX-10 Payroll taxesManagement $13,571$13,571
IX-11b Legal feesManagement $45,338$45,338
IX-11g Other fees for servicesPrograms $159,440 · Management $30,984 · Fundraising $500$190,924
IX-13 Office expensesManagement $9,733$9,733
IX-14 Information technologyPrograms $33,168 · Management $6,535$39,703
IX-16 OccupancyManagement $134,091$134,091
IX-17 TravelPrograms $59,109 · Management $7,805 · Fundraising $16,963$83,877
IX-19 Conferences, conventions and meetingsPrograms $28,632 · Management $4,321 · Fundraising $24,979$57,932
IX-23 InsuranceManagement $3,659$3,659
IX-24 Other expenses (24a–d)Programs $992,727 · Management $98,217 · Fundraising $28,825$1,119,769
IX-24e All other expensesPrograms $28,666 · Management $17,902 · Fundraising $3,238$49,806
IX-25 Total functional expensesPrograms $1,472,719 · Management $397,008 · Fundraising $84,563$1,954,290
Part X · Balance sheet $2,027,859 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $1,164,829$2,019,965
X-10c Land, buildings and equipment, netStart of year $0$7,894
X-16 Total assetsStart of year $1,164,829$2,027,859
X-17 Accounts payable and accrued expensesStart of year $5,100$44,919
X-26 Total liabilitiesStart of year $5,100$44,919
X-32 Total net assets or fund balancesStart of year $1,159,729$1,982,940
X-33 Total liabilities and net assetsStart of year $1,164,829$2,027,859
Part XI · Reconciliation of net assets $1,982,940 net assets at year end
XI-1 Total revenue$2,777,501
XI-2 Total expenses$1,954,290
XI-3 Revenue less expenses$823,211
XI-4 Net assets at start of year$1,159,729
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,982,940

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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