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Nonprofiteer
← NW WORKS INC

Form 990 for tax year 2023

Filed by NW WORKS INC.

What the amendment changed

Compared with the return it replaced , filed 22 January 2025. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Program services expenses
$2,937,021 changed to $4,202,166
Management and general expenses
$2,645,938 changed to $1,380,793
Program service expenses (Part III)
$2,937,021 changed to $4,202,166

Totals

Total revenue
$5,276,622
Total expenses
$5,663,852
Contributions and grants received
$244,957
Grants paid
$0
Program service revenue
$4,995,340
Investment income
$33,811
Other revenue
$2,514
Total assets, end of year
$3,906,324
Total liabilities, end of year
$508,077
Net assets or fund balances, end of year
$3,398,247
Program services expenses (Part IX)
$4,202,166
Management and general expenses
$1,380,793
Fundraising expenses
$80,893
Program service expenses (Part III)
$4,202,166

Program services were 74.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $244,957

  • 1g · Noncash contributions included above

    $15,005

  • 2a · Program service revenue: WORK CONTRACTS

    total $3,219,255 · related or exempt $3,219,255

  • 2b · Program service revenue: GROUP DAY SUPPORT

    total $940,751 · related or exempt $940,751

  • 2c · Program service revenue: SUPPORTED EMPLOYMENT

    total $306,688 · related or exempt $306,688

  • 2d · Program service revenue: LONG TERM EMPLOYMENT S

    total $171,804 · related or exempt $171,804

  • 2e · Program service revenue: TEMPORARY FAMILY ASSIS

    total $94,508 · related or exempt $94,508

  • 2f · All other program service revenue

    total $262,334 · related or exempt $262,334

  • 3 · Investment income

    total $33,811 · excluded $33,811

  • 8a · Fundraising events: gross income

    $34,981

  • 8b · Fundraising events: direct expenses

    $32,835

  • 8c · Net income from fundraising events

    total $2,146 · excluded $2,146

  • 11a · Other revenue: DISCOUNTS

    total $368 · related or exempt $368

  • 11e · Other revenue, total

    $368

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $327,741 · program services $245,551 · management and general $77,606 · fundraising $4,584

  • 7 · Other salaries and wages

    total $3,465,808 · program services $2,596,663 · management and general $820,669 · fundraising $48,476

  • 8 · Pension plan contributions

    total $50,215 · program services $29,542 · management and general $16,801 · fundraising $3,872

  • 9 · Other employee benefits

    total $426,748 · program services $369,685 · management and general $54,040 · fundraising $3,023

  • 10 · Payroll taxes

    total $284,447 · program services $216,443 · management and general $63,883 · fundraising $4,121

  • 11b · Fees: legal

    total $277 · management and general $277

  • 11c · Fees: accounting

    total $25,250 · management and general $25,250

  • 11f · Fees: investment management

    total $114 · management and general $114

  • 11g · Fees: other

    total $82,347 · program services $31,901 · management and general $35,494 · fundraising $14,952

  • 12 · Advertising and promotion

    total $6,766 · program services $175 · management and general $5,350 · fundraising $1,241

  • 13 · Office expenses

    total $23,171 · program services $13,027 · management and general $10,144

  • 14 · Information technology

    total $4,099 · program services $1,225 · management and general $2,874

  • 16 · Occupancy

    total $61,930 · program services $43,798 · management and general $18,132

  • 17 · Travel

    total $23,673 · program services $11,705 · management and general $11,619 · fundraising $349

  • 20 · Interest

    total $7,091 · program services $2,882 · management and general $4,209

  • 22 · Depreciation, depletion and amortization

    total $148,590 · program services $43,629 · management and general $104,961

  • 23 · Insurance

    total $53,355 · program services $43,520 · management and general $9,835

  • 24a · Other expenses: TEMPORARY LABOR

    total $298,802 · program services $298,802 · management and general $0 · fundraising $0

  • 24b · Other expenses: COSTS OF CONTRACTS

    total $103,706 · program services $103,706 · management and general $0

  • 24c · Other expenses: SOURCE AMERICA FEE

    total $67,212 · program services $67,212

  • 24d · Other expenses: DUES & SUBSCRIPTIONS

    total $56,585 · program services $14,075 · management and general $42,235 · fundraising $275

  • 24e · All other expenses

    total $145,925 · program services $68,625 · management and general $77,300

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,022 · end of year $4,261

  • 2 · Savings and temporary cash investments

    beginning of year $623,045 · end of year $265,651

  • 3 · Pledges and grants receivable

    beginning of year $49,895 · end of year $39,828

  • 4 · Accounts receivable

    beginning of year $463,537 · end of year $507,019

  • 5 · Loans and receivables from officers and key people

    end of year $2,600

  • 9 · Prepaid expenses and deferred charges

    beginning of year $19,885 · end of year $25,883

  • 10a · Land, buildings and equipment: cost or other basis

    $4,499,923

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,965,768

  • 10c · Land, buildings and equipment, net

    beginning of year $2,546,308 · end of year $2,534,155

  • 12 · Investments: other securities

    beginning of year $507,758 · end of year $526,927

  • 15 · Other assets

    beginning of year $20,073 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $248,735 · end of year $347,512

  • 23 · Secured mortgages and notes payable

    beginning of year $173,433 · end of year $160,565

  • 25 · Other liabilities

    beginning of year $25,379

  • 27 · Net assets without donor restrictions

    beginning of year $3,784,976 · end of year $3,398,247

Mission and programs · 2023

Mission

OUR MISSION IS TO EMPOWER ADULTS WITH DISABILITIES AND INDIVIDUALS WITH BARRIERS TO EMPLOYMENT TO BUILD SKILLS AND SECURE AND SUSTAIN MEANINGFUL EMPLOYMENT.

  • INTEGRATED COMMUNITY DEVELOPMENT: WORKFORCE DEVELOPERS AND JOB COACHES PROVIDE CAREER FOCUSED SKILL BUILDING, SCREENING, PLACEMENT AND SUPPORT SERVICES TO ENSURE INDIVIDUALS WITH DISABILITIES HAVE MEANINGFUL OPPORTUNITIES FOR EMPLOYMENT WHILE DIRECT SUPPORT PROFESSIONALS PROVIDE LIFE SKILL BUILDING ACTIVITIES FOR THOSE WHO ARE NOT ORIENTED TOWARDS EMPLOYMENT OR FOR THOSE INDIVIDUALS THAT HAVE CAPACITY FOR WORK AND MAY NOT HAVE PREVIOUSLY CONSIDERED EMPLOYMENT OPTIONS OR WOULD LIKE TO RE-EXPLORE VOCATIONAL REHABILITATION FOR EMPLOYMENT. INDIVIDUALS ARE EMPLOYED IN OR PARTICIPATE IN ACTIVITIES IN SETTINGS THAT INCLUDE BOTH INDIVIDUALS WITH AND WITHOUT DISABILITIES. THESE ENVIRONMENTS HELP TO FOSTER GREATER INDEPENDENCE AND INCLUSION. WORKFORCE DEVELOPERS AND VOCATIONAL REHABILITATION SPECIALISTS PROVIDE ONGOING SUPPORTS TO ENSURE LONGTERM SUPPORT WITH A FOCUS ON THE DESIRED OUTCOME OF THE INDIVIDUAL SEEKING EMPLOYMENT OR GREATER COMMUNITY INCLUSION WITH BOTH OUTCOMES IMPACTING CONFIDENCE AND SELF ADVOCACY SKILLS.

    Expenses $1,472,975 · Revenue $1,681,433

  • CONTRACTS: NW WORKS EMPLOYS PEOPLE WITH DISABILITIES ON ABILITY ONE CONTRACTS WHICH WERE SECURED FOR THE SOLE INTENT OF EXPANDING EMPLOYMENT FOR THIS SPECIFIC GROUP OF PEOPLE. IN THESE SETTINGS, INDIVIDUALS EARN LIVING WAGES, HAVE HEALTH AND OTHER BENEFITS AND PAY TAXES TO BE FULLY CONTRIBUTING MEMBERS OF THEIR COMMUNITY.

    Expenses $1,354,274 · Revenue $1,866,337

  • COMMERCIAL BUSINESSES: PROVIDE EMPLOYMENT OPPORTUNITIES ANNUALLY FOR MANY INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES ALONG WITH OTHER BARRIERS TO EMPLOYMENT. THIS EMPLOYMENT IS DESIGNED TO PROVIDE EMPLOYMENT FOR INDIVIDUALS WHO HAVE TRADITIONALLY BEENEXCLUDED FROM THE LABOR MARKET. COMMERCIAL BUSINESSES INCLUDE COMMERCIAL PACKAGING AND WAREHOUSING AND DISTRIBUTION. WORKFORCE SUPPORT SERVICES ARE PROVIDED TO ENSURE ONGOING SUCCESS AND QUALITY DELIVERY OF GOODS AND SERVICES BASED ON CUSTOMER NEED.

    Expenses $81,321 · Revenue $94,508

  • OTHER PROGRAM SERVICE ACCOMPLISHMENTS INCLUDE:PROJECT SEARCH: THIS GLOBALLY RECOGNIZED PROGRAM, SUPPORTS HIGH SCHOOL STUDENTS WITH DISABILITIES THROUGH JOB TRAINING. STUDENTS IN THEIR FINAL YEAR OF SCHOOL ARE ELIGIBLE TO PARTICIPATE IN THREE DIFFERENT INTERNSHIPS, EACH LASTING NINE WEEKS THROUGH THE PARTNERSHIPS WITH INTERNSHIPS AT WINCHESTER MEDICAL CENTER/VALLEY HEALTH. GRADUATES OF THE PROJECT SEARCH PROGRAM GAIN IMPORTANT JOB SKILLS AND OFTEN ATTAIN EMPLOYMENT PRIOR TO OR IMMEDIATELY FOLLOWING COMPLETION OF THE PROGRAM (GREATER THAN 90% EMPLOYED SINCE INCEPTION OF THE PROGRAM). NW WORKS IS PART OF A PARTNERSHIP AND COORDINATES WITH VHS, DEPARTMENT OF REHABILITATION SERVICES, WINCHESTER CITY AND FREDERICK COUNTY PUBLIC SCHOOLS TO ASSIST WITH JOB COACHING, TRAINING AND FOLLOWUP ON SKILLS BUILT FOR FUTURE PARTICIPANT SUCCESS. PROJECT SEARCH HAD A 100% PLACEMENT RATE IN 2022 AND CONTINUES TO RECEIVE POSITIVE COMMENTS FROM THE BUSINESS COMMUNITY AND FAMILIES.TANF WORKFORCE PROGRAM: THIS FOURTHYEAR PROGRAM, FUNDED BY THE VIRGINIA DEPARTMENT OF SOCIAL SERVICES, PREPARES INDIVIDUALS WHO ARE CURRENTLY ON PUBLIC ASSSISTANT OR ELIGIBLE FOR PUBLIC ASSISTANCE TO OBTAIN UNSUBSIDIZED EMPLOYEMENT WITH THE LOCAL BUSINESS COMMUNITY. WE HAVE EXPANDED OUR WORK TO INCLUDE CREATIVE WAYS TO ADDRESS ACCESS FOR SERVICES AND SUPPORT FOR INDIVIDUALS REFERRED FOR SERVICES TO INCREASE THE SUCCESS OF THE PROGRAM.

    Expenses $1,293,596 · Revenue $1,353,430

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Samir Jhaveri

    CHAIR

    Total calculated
    $0
    Hours/week
    2.5

  • Rich Kozlow

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    3

  • Perry Campbell

    TREASUER

    Total calculated
    $0
    Hours/week
    3

  • Todd Devine

    VICE CHAIR/SECRETARY

    Total calculated
    $0
    Hours/week
    2.5

  • Aaron Martin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • Erin Drumheller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Justin Dennis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.4

  • Jim Burton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Stephanie Fincham

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.4

  • Andrea Koenker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Katrina Pike

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • Denny Baker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Kevin Sheppard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Kevin Lakin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Joel Stopha

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • Joel Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Stephanie Lett

    VP OF FINANCE/HR

    Total calculated
    $118,689
    From this org
    $118,689
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Grady W Skip Philips III

    PRESIDENT AND CEO

    Total calculated
    $195,385
    From this org
    $195,385
    From related orgs
    $0
    Other
    $0
    Hours/week
    40 + 0.1 related

    Schedule J breakdown matched by us

    Base
    $195,385
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $195,385

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • NWW FOUNDATION

    501(C)(3) · ADDRESSING WORKFORCE BARRIERS THROUGH SUPPORT OF NW WORKS. · VA

    Directly controlled by NW WORKS INC

Provenance

Return type
form_990
Tax year
2023
Filed
3 April 2025
IRS schema version
2023v6.0
Source object
202540989349300004

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