Skip to content
Nonprofiteer
← AAUW ACTION FUND INC

Form 990 for tax year 2022

Filed by AAUW ACTION FUND INC.

Totals

Total revenue
$138,293
Total expenses
$357,807
Contributions and grants received
$5,000
Grants paid
$300,000
Program service revenue
$107,995
Investment income
$25,298
Other revenue
$0
Total assets, end of year
$649,021
Total liabilities, end of year
$6,068
Net assets or fund balances, end of year
$642,953
Program services expenses (Part IX)
$352,980
Management and general expenses
$1,385
Fundraising expenses
$3,442
Program service expenses (Part III)
$352,980

Program services were 98.7% 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

    $5,000

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $107,995 · related or exempt $107,995

  • 3 · Investment income

    total $25,298 · excluded $25,298

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $300,000 · program services $300,000

  • 7 · Other salaries and wages

    total $17,148 · program services $17,148

  • 8 · Pension plan contributions

    total $1,408 · program services $1,408

  • 9 · Other employee benefits

    total $1,377 · program services $1,377

  • 10 · Payroll taxes

    total $1,345 · program services $1,345

  • 11b · Fees: legal

    total $3 · program services $3

  • 11f · Fees: investment management

    total $95 · management and general $95

  • 11g · Fees: other

    total $658 · program services $658

  • 13 · Office expenses

    total $7,369 · program services $4,864 · fundraising $2,505

  • 14 · Information technology

    total $6,079 · program services $6,079

  • 17 · Travel

    total $3,640 · program services $3,640

  • 22 · Depreciation, depletion and amortization

    total $1,645 · program services $1,645

  • 23 · Insurance

    total $44 · program services $44

  • 24a · Other expenses: OH ALLOCATION

    total $16,996 · program services $14,769 · management and general $1,290 · fundraising $937

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $50,153 · end of year $24,920

  • 2 · Savings and temporary cash investments

    beginning of year $786,632 · end of year $534,438

  • 4 · Accounts receivable

    end of year $2,397

  • 15 · Other assets

    beginning of year $25,682 · end of year $87,266

  • 17 · Accounts payable and accrued expenses

    end of year $6,068

  • 27 · Net assets without donor restrictions

    beginning of year $862,467 · end of year $642,953

Mission and programs · 2022

Mission

THE AAUW ACTION FUND ADVANCES EQUITY FOR WOMEN AND GIRLS THROUGH MEMBER ACTIVISM AND VOTER MOBILIZATION.

Activities or mission (Part I)

THE ACTION FUND ADVANCES EQUITY FOR WOMEN AND GIRLS THROUGH MEMBER ACTIVISM AND VOTER MOBILIZATION.

  • OTHER PROGRAMS: OTHER PROGRAMS INCLUDE ADVOCACY AND LOBBYING ACTIVITIES THAT CONNECT AND RALLY MEMBERS, SUPPORTERS AND ADVOCATES TO ADVANCE THE ACTION FUND MISSION.

    Expenses $300,000 · Grants $300,000 · Revenue $107,995

  • ADVOCACY: THE PUBLIC POLICY AND GOVERNMENT RELATIONS FUNCTION INCLUDES INFLUENCING LEGISLATION AND REGULATIONS, TRAINING AND TECHNICAL ASSISTANCE, ISSUE ANALYSIS AND VOTER EDUCATION BASED ON THE MEMBER ADOPTED PUBLIC POLICY PRIORITIES OF THE ACTION FUND.

    Expenses $52,980

As filed on the 2022 return.

Listed in Part VII

  • Julia Brown

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 20 related

  • Malinda Gual

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 10 related

  • Cheryl Sorokin

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 10 related

  • Peggy Cabaniss

    FINANCE VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 10 related

  • Joseph Bertolino

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Jeanie Latz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Gloria Blackwell

    CEO

    Total calculated
    $397,470
    From this org
    $0
    From related orgs
    $360,377
    Other
    $37,093
    Hours/week
    0 + 37.98 related

    Schedule J breakdown matched by us

    Base
    $0 + $344,377 related
    Bonus
    $0 + $16,000 related
    Other
    $0
    Deferred
    $0 + $26,199 related
    Nontaxable benefits
    $0 + $10,894 related
    Filer's total
    $0 + $397,470 related

  • Shannon Wolfe

    MANAGING DIR. & CHIEF OF STAFF

    Total calculated
    $259,931
    From this org
    $0
    From related orgs
    $225,975
    Other
    $33,956
    Hours/week
    0.05 + 43.88 related

    Schedule J breakdown matched by us

    Base
    $0 + $225,975 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $23,005 related
    Nontaxable benefits
    $0 + $10,951 related
    Filer's total
    $0 + $259,931 related

  • Thomas Chappell

    VP OF FINANCE

    Total calculated
    $200,754
    From this org
    $0
    From related orgs
    $172,626
    Other
    $28,128
    Hours/week
    0 + 45.81 related

    Schedule J breakdown matched by us

    Base
    $0 + $172,626 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $17,058 related
    Nontaxable benefits
    $0 + $11,070 related
    Filer's total
    $0 + $200,754 related

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

None.

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

The filer's explanations (Part III)

PART I, LINE 3
OFFICER COMPENSATION IS DETERMINED BY AAUW, INC., A RELATED ORGANIZATION. AAUW USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE CEO: - INDEPENDENT COMPENSATION CONSULTANT - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE

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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
21 February 2024
IRS schema version
2022v5.0
Source object
202400529349301470

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.