Form 990 for tax year 2022
Filed by NATL FOUNDATION FOR UNEMPLOYMENT & WORKERS COMPENSATION INC.
Totals
- Total revenue
- $184,459
- Total expenses
- $183,465
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $106,010
- Investment income
- $449
- Other revenue
- $78,000
- Total assets, end of year
- $88,387
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $88,387
- Program services expenses (Part IX)
- $165,118
- Management and general expenses
- $18,347
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $165,118
Program services were 90.0% 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.
-
2a · Program service revenue: Conference
total $103,300 · related or exempt $103,300
-
2b · Program service revenue: Publications
total $2,710 · related or exempt $2,710
-
3 · Investment income
total $449 · related or exempt $449
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Exhibitors
total $5,000 · related or exempt $5,000
-
11b · Other revenue: Service Revenue
total $30,000 · related or exempt $30,000
-
11c · Other revenue: Sponsors
total $43,000 · related or exempt $43,000
-
11e · Other revenue, total
$78,000
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $40,000 · program services $36,000 · management and general $4,000
-
11b · Fees: legal
total $5,000 · program services $4,500 · management and general $500
-
11c · Fees: accounting
total $12,031 · program services $10,828 · management and general $1,203
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $3,143 · program services $2,829 · management and general $314
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $1,428 · program services $1,285 · management and general $143
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $110,523 · program services $99,471 · management and general $11,052
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses: Bank Charges
total $4,796 · program services $4,315 · management and general $481
-
24b · Other expenses: Printing and Publications
total $3,731 · program services $3,358 · management and general $373
-
24c · Other expenses: Web Page
total $2,268 · program services $2,041 · management and general $227
-
24d · Other expenses: Postage and Shipping
total $431 · program services $388 · management and general $43
-
24e · All other expenses
total $114 · program services $103 · management and general $11
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $17,039 · end of year $10,305
-
2 · Savings and temporary cash investments
beginning of year $70,354 · end of year $60,803
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $17,279
-
27 · Net assets without donor restrictions
beginning of year $87,393 · end of year $88,387
Mission and programs · 2022
Mission
The Foundation promotes research and analysis on issues concerning unemployment compensation and workers' compensation.
-
Annual conference to publicly address current issues relating to unemployment and workers' compensation. Communications-various publications, including Research Bulletins, Highlights of Federal and State Unemployment Compensation Laws and Legislative Guide. The Foundation is organized and operated to promote research and analysis on issues concerning unemployment compensation and workers' compensation.
Expenses $165,118
As filed on the 2022 return.
Listed in Part VII
-
Douglas J Holmes
Pres/Asst Treas
- Total calculated
- $207,429
- From this org
- $0
- From related orgs
- $176,249
- Other
- $31,180
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $176,249 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported + $31,180 related
- Nontaxable benefits
- not reported
- Filer's total
- not reported + $207,429 related
-
Thomas P Crowley
Chairman
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Roger Geiger
Treasurer
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Lori Roberts
Secretary
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Robert Buz A Minor
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Max Koonce
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Steve Bennett
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Neil A Mac Vicar
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Scott Sanders
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Jim Van Erden PhD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey Wood
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Tim Tucker
Trustee
- Total calculated
- $0
- Hours/week
- 1
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
- 5b · Pay contingent on a related organization's revenues
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
- 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
The filer's explanations (Part III)
- Part I, Line 5b: Explanation of organization compensation based on revenues of related organization
- The National Foundation for Unemployment Compensation & Workers' Compensation Inc. (Foundation) shares management, staff and office facilities with UWC-Strategic Services on Unemployment & Workers' Compensation (UWC). UWC is a related party. UWC is a nonprofit organization exempt from Federal income taxes under the Internal Revenue Code Section 501(c)(6). The Foundation pays UWC a management fee based upon an allocation of operating expenses.
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.
-
UWC Inc Strategic Services on Unemploy
501(c)(6) · Control rising costs of unemployment. · OH
Directly controlled by UWC Inc
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 1 February 2023
- IRS schema version
- 2022v4.1
- Source object
- 202310329349300101
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