JOINT LABOR MANAGEMENT WORK PRESERVATION FUND

MADISON, WI, 53718-2106 (608) 240-4170 Est. 1992 EIN 39-1703979

Form 990 501(c)(5)

Mission

INDUSTRY ADVANCEMENT

Giving Portfolio

Total Grants

11

Total Giving

$2.5M

Recipients

11

Years Active

2020 - 2023

Avg grant: $292,946 Median: $25,000

Yearly Trends

Year	Grants	Total Giving	Avg Grant	New	Repeat
2023	3	$652K	$217K	1	2
2022	3	$633K	$211K	1	2
2021	1	$600K	$600K	0	1
2020	4	$575K	$144K	4	0

Sectors Funded

Community Improvement

5

Employment

4

Health Care

1

Civil Rights & Advocacy

1

Top States

Wisconsin

10

Illinois

1

Grantee Size Profile

$500K - $1M

5

Under $100K

3

$100K - $500K

2

$1M - $5M

1

Top Grantees

WISCONSIN INFRASTRUCTURE INVESTMENT NOW INC

WI - 4 grants

$2.3M

WORKER JUSTICE WISCONSIN

WI - 2 grants

$50K

WORKER JUSTICE WISCONSIN

WI

$25K

WISCONSIN PROGRESS INC

WI

$15K

WISCONSIN BUILDING TRADES COUNCIL

WI

$15K

ILLINOIS ECONOMIC POLICY INSTITUTE

IL

$8K

HOGS FOR HEROES INC

WI

$7K

Grants Awarded · 11 grants

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Financials

Total Revenue

$4,918,207

Total Expenses

$4,514,131

Net Assets

$2,274,186

16 employees

From latest filing (tax period ending 2024-05-31)

Financial Health

Operating Reserve

6.0 months Healthy

Net assets / monthly expenses

Year-over-Year Change

Revenue ↑ 12.2%

Expenses ↑ 1.2%

Revenue Sources

Earned revenue 96.4% Investment 0.8% Other 3.0%

Officers & Trustees (17)

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Filing History (4 filings)

Year	Revenue	Expenses	Net Assets
2023 Form 990 Jun 1, 2023 to May 31, 2024	$4,918,207 ↑	$4,514,131	$2,274,186
2022 Form 990 Jun 1, 2022 to May 31, 2023	$4,383,276 ↓	$4,459,037	$1,870,110
2021 Form 990 Jun 1, 2021 to May 31, 2022	$4,413,557 ↑	$4,124,370	$1,945,871
2020 Form 990 Jun 1, 2020 to May 31, 2021	$3,741,928	$3,574,790	$1,656,684