Family Values Work a Multi-state Consortium
Nonprofit profile at a glance
- EIN
- 270321696
- IRS 990 coverage
- 2015–2024
- Forms available
- Form 990 2024
- Location
- Milwaukee, WI, USA
- Phone
- 4144369536
- Rating
- 80
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Research Institutes and Public Policy Analysis
Reported finances
- Revenue
- $9,639,204
- Expenses
- $9,659,965
- Assets
- $13,156,113
- Liabilities
- $351,529
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
15 people listed
Executive titles in this filing
- JOSEPHINE F KALIPENI (EXECUTIVE DIRECTOR)
Highest reported compensation
- JOSEPHINE F KALIPENI (EXECUTIVE DIRECTOR): $249,199 total reported compensation
- ERICA CLEMMONS DEAN (DEPUTY DIRECTOR): $213,248 total reported compensation
- JENNIFER MORALES (DIRECTOR OF MOVEMENT): $182,626 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Grantmaking and technical support to movement network organizations focused on paid leave, paid sick and safe time, child care and other equitable and just care policies
What it reported doing in 2024
Family values @ work is a movement network of more than 2,000+ grassroots activists, business owners and non-profit organizations in over two dozen states working toward economic, racial and gender justice. We have united activists and workers, lifting up their voices in key states and localities focused on winning policies that support workers and families. We confront this nation's long history of coerced and underpaid caregiving labor and counter it with demands for an economy based on care and equity. We fight for family supporting policies because we know that the building blocks of upward economic mobility-job retention, raises, promotions, and asset development- depend on access to paid family and medical leave, paid sick days and affordable child care. When taking time for caregiving leads to loss of a job or pay, economic opportunity dries up. Access to paid leave and child care improves family economic stability and opportunity, gender and racial equity, and public and individual health. Women, low-wage workers, workers of color and lgbtq+ workers are often trapped in a revolving door of economic instability due to a lack of national standards around strong care economy policies.
Operating model
- Revenue model
- Donor-supported. 97% of the money available for current operations came from contributions and gifts.
- Distribution model
- Hybrid. The nonprofit split its reported program spending across 51% for direct work, and 49% for grants.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 76
- Transparency & Controls: 79
- Accountability: 95
- Sustainability: 41
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 78.6%; rating input score 79
- Program expense ratio: 77.7%; rating input score 78
- Fundraising efficiency: $15.3 raised per $1 spent on fundraising; rating input score 51; 51st percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: 2 of 6 controls in place; rating input score 33
- Compensation committee: Pass
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 43rd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 7 of 8 controls in place; rating input score 88
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Fail
- CEO compensation review process: Pass
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -0.2%; rating input score 32; 32nd percentile among comparable filings
- Total-asset coverage ratio: 1.36; rating input score 48; 48th percentile among comparable filings
- Liabilities to assets ratio: 0.03; rating input score 78; 78th percentile among comparable filings
- Officer compensation ratio: 13.7%; rating input score 21; 21st percentile among comparable filings
Growth
- Program expense growth: 11.3% per year; rating input score 100; 68th percentile among comparable filings
- Revenue growth: 9.8% per year; rating input score 100; 68th percentile among comparable filings
- Asset growth: 17.8% per year; rating input score 100; 80th percentile among comparable filings
Details
- Where the money goes: 78.6% of revenue deployed · 77.7% of spending went to programs
- Governance: 8 of 8 board members independent · 7 of 8 filing controls reported
- Programs: 3 filed program accomplishments · $7.5M in reported program spending
- Leadership: top reported pay $249K · 15 people listed · 2 of 6 pay-setting controls reported
- Highest-paid contractors: 1 contractor listed · $221K reported
- Consistency: 32 of 32 current checks pass
- Schedules: 7 filed schedules · includes major donors, grants, and executive pay
- Filing history: 9 filing years from 2015 to 2024
- Contacts: How to reach this organization
- Money network: 44 filed money-flow records
- Related organizations: 37 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Financial Efficiency: Fundraising efficiency scored 51/100.
- Moderate — Sustainability: Operating margin scored 32/100.
- Review — Accountability: Governance controls: Document-retention policy not reported.
- Moderate — Sustainability: Total-asset coverage ratio scored 48/100.
- High — Sustainability: Officer compensation ratio scored 21/100.