Form 990 for tax year 2022
Filed by E C HALLBECK MEMORIAL SCHOLARSHIP FUND.
Totals
- Total revenue
- $2,833
- Total expenses
- $83,610
- Contributions and grants received
- $0
- Grants paid
- $79,000
- Program service revenue
- $0
- Investment income
- $1,810
- Other revenue
- $1,023
- Total assets, end of year
- $903,076
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $903,076
- Program services expenses (Part IX)
- $79,000
- Management and general expenses
- $4,610
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $79,000
Program services were 94.5% 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.
-
3 · Investment income
total $19,235 · excluded $19,235
-
7a · Gross sales of assets other than inventory
securities $110,000
-
7b · Less cost or other basis and sales expenses
securities $127,425
-
7c · Gain or loss
securities -$17,425
-
7d · Net gain or loss
total -$17,425 · excluded -$17,425
-
11d · All other revenue
total $1,023 · related or exempt $1,023
-
11e · Other revenue, total
$1,023
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $79,000 · program services $79,000
-
11f · Fees: investment management
total $3,125 · management and general $3,125
-
13 · Office expenses
total $1,485 · management and general $1,485
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $15,718 · end of year $53,130
-
2 · Savings and temporary cash investments
beginning of year $16,966 · end of year $7,065
-
4 · Accounts receivable
beginning of year $2,457 · end of year $24
-
11 · Investments: publicly traded securities
beginning of year $1,096,760 · end of year $842,857
-
28 · Net assets with donor restrictions
beginning of year $1,131,901 · end of year $903,076
Mission and programs · 2022
Mission
TO GRANT COLLEGE SCHOLARSHIPS TO QUALIFIED DEPENDENTS OF MEMBERS OF THE AMERICAN POSTAL WOKERS UNION.
Activities or mission (Part I)
TO AWARD SCHOLARSHIPS TO DEPENDENTS OF UNION MEMBERS IN ORDER TO ENABLE THE RECIPIENTS TO ATTEND ACCREDITED POST-SECONDARY EDUCATIONAL INSTITUTIONS.
-
TO GRANT COLLEGE SCHOLARSHIPS TO QUALIFIED DEPENDENTS OF MEMBERS OF THE AMERICAN POSTAL WORKERS UNION.
Expenses $79,000 · Grants $79,000
As filed on the 2022 return.
Listed in Part VII
-
MARK DIMONDSTEIN
PRESIDENT
- Total calculated
- $216,899
- From this org
- $0
- From related orgs
- $186,579
- Other
- $30,320
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $178,355 related
- Bonus
- $0
- Other
- $0 + $8,224 related
- Deferred
- $0 + $30,320 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $216,899 related
-
DEBORAH SZEREDY
EXECUTIVE VICE-PRESIDENT
- Total calculated
- $189,737
- From this org
- $0
- From related orgs
- $159,616
- Other
- $30,121
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $157,036 related
- Bonus
- $0
- Other
- $0 + $2,580 related
- Deferred
- $0 + $26,696 related
- Nontaxable benefits
- $0 + $3,425 related
- Filer's total
- $0 + $189,737 related
-
ELIZABETH POWELL
SECRETARY-TREASURER
- Total calculated
- $194,101
- From this org
- $0
- From related orgs
- $167,369
- Other
- $26,732
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $157,248 related
- Bonus
- $0
- Other
- $0 + $10,121 related
- Deferred
- $0 + $26,732 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $194,101 related
-
LAMONT BROOKS
DIRECTOR CLERK DIVISION
- Total calculated
- $180,903
- From this org
- $0
- From related orgs
- $156,277
- Other
- $24,626
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $144,858 related
- Bonus
- $0
- Other
- $0 + $11,419 related
- Deferred
- $0 + $24,626 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $180,903 related
-
IDOWU BALOGUN
DIRECTOR MAINTENANCE DIV
- Total calculated
- $181,277
- From this org
- $0
- From related orgs
- $156,614
- Other
- $24,663
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $145,075 related
- Bonus
- $0
- Other
- $0 + $11,539 related
- Deferred
- $0 + $24,663 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $181,277 related
-
MICHAEL FOSTER
DIRECTOR MOTOR VEHICLE
- Total calculated
- $180,585
- From this org
- $0
- From related orgs
- $155,958
- Other
- $24,627
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $144,862 related
- Bonus
- $0
- Other
- $0 + $11,096 related
- Deferred
- $0 + $24,627 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $180,585 related
-
CHARLES CASH
DIRECTOR INDUSTRIAL RELATIONS
- Total calculated
- $149,558
- From this org
- $0
- From related orgs
- $120,216
- Other
- $29,342
- Hours/week
- 1 + 39 related
-
VANCE ZIMMERMAN
FORMER DIRECTOR INDUSTRIAL RELATIONS
- Total calculated
- $113,516
- From this org
- $0
- From related orgs
- $102,899
- Other
- $10,617
- Hours/week
- 1 + 39 related
-
TIFFANY FOSTER
NORTHEAST RGNL COORDINATOR
- Total calculated
- $157,105
- From this org
- $0
- From related orgs
- $129,434
- Other
- $27,671
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $122,288 related
- Bonus
- $0
- Other
- $0 + $7,146 related
- Deferred
- $0 + $20,789 related
- Nontaxable benefits
- $0 + $6,882 related
- Filer's total
- $0 + $157,105 related
-
OMAR GONZALEZ
WESTERN RGNL COORDINATOR
- Total calculated
- $165,139
- From this org
- $0
- From related orgs
- $129,434
- Other
- $35,705
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $122,288 related
- Bonus
- $0
- Other
- $0 + $7,146 related
- Deferred
- $0 + $20,789 related
- Nontaxable benefits
- $0 + $14,916 related
- Filer's total
- $0 + $165,139 related
-
ARTHUR JONES
EASTERN RGNL COORDINATOR
- Total calculated
- $165,228
- From this org
- $0
- From related orgs
- $129,523
- Other
- $35,705
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $122,288 related
- Bonus
- $0
- Other
- $0 + $7,235 related
- Deferred
- $0 + $20,789 related
- Nontaxable benefits
- $0 + $14,916 related
- Filer's total
- $0 + $165,228 related
-
YARED WONDE
SOUTHERN REGNL COORDINATOR
- Total calculated
- $19,428
- From this org
- $0
- From related orgs
- $15,133
- Other
- $4,295
- Hours/week
- 1 + 39 related
-
KENNETH BEASLEY
FORMER SOUTHERN REGNL COORDINATOR
- Total calculated
- $129,424
- From this org
- $0
- From related orgs
- $110,619
- Other
- $18,805
- Hours/week
- 1 + 39 related
-
AMY PUHALSKI
CENTRAL REGIONAL COORDINATOR
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
SHARYN STONE
FORMER CENTRAL RGNL COORDINATOR
- Total calculated
- $143,325
- From this org
- $0
- From related orgs
- $122,500
- Other
- $20,825
- Hours/week
- 1 + 39 related
-
ARRION BROWN
DIRECTOR SUPPORT SERVICES
- Total calculated
- $25,374
- From this org
- $0
- From related orgs
- $20,346
- Other
- $5,028
- Hours/week
- 1 + 39 related
-
STEPHEN BROOKS
FORMER DIRECTOR SUPPORT SERVICES
- Total calculated
- $187,217
- From this org
- $0
- From related orgs
- $147,285
- Other
- $39,932
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $147,285 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $25,038 related
- Nontaxable benefits
- $0 + $14,894 related
- Filer's total
- $0 + $187,217 related
-
TERRY MARTINEZ
ASST DIRECTO A MAINT DIV
- Total calculated
- $170,783
- From this org
- $0
- From related orgs
- $147,514
- Other
- $23,269
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $136,879 related
- Bonus
- $0
- Other
- $0 + $10,635 related
- Deferred
- $0 + $23,269 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $170,783 related
-
JASON TREIER
ASST DIRECTOR B MAINT DIV
- Total calculated
- $179,815
- From this org
- $0
- From related orgs
- $149,877
- Other
- $29,938
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $139,342 related
- Bonus
- $0
- Other
- $0 + $10,535 related
- Deferred
- $0 + $23,688 related
- Nontaxable benefits
- $0 + $6,250 related
- Filer's total
- $0 + $179,815 related
-
SAM LISENBE
ASST DIRECTOR A CLERK DIV
- Total calculated
- $171,882
- From this org
- $0
- From related orgs
- $148,453
- Other
- $23,429
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $137,818 related
- Bonus
- $0
- Other
- $0 + $10,635 related
- Deferred
- $0 + $23,429 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $171,882 related
-
BARBER PALLAS-BARBER
ASST DIRECTOR B CLERK DIV
- Total calculated
- $169,479
- From this org
- $0
- From related orgs
- $146,228
- Other
- $23,251
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $136,768 related
- Bonus
- $0
- Other
- $0 + $9,460 related
- Deferred
- $0 + $23,251 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $169,479 related
-
KENNETH PRINZ
ASST DIRECTOR MVS
- Total calculated
- $178,755
- From this org
- $0
- From related orgs
- $154,171
- Other
- $24,584
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $144,611 related
- Bonus
- $0
- Other
- $0 + $9,560 related
- Deferred
- $0 + $24,584 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $178,755 related
-
ANNA SMITH
DIRECTOR ORGANIZATION DEPT
- Total calculated
- $170,155
- From this org
- $0
- From related orgs
- $146,977
- Other
- $23,178
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $136,342 related
- Bonus
- $0
- Other
- $0 + $10,635 related
- Deferred
- $0 + $23,178 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $170,155 related
-
JOYCE ROBINSON
DIRECTOR RESEARCH & EDUC
- Total calculated
- $164,797
- From this org
- $0
- From related orgs
- $141,583
- Other
- $23,214
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $136,555 related
- Bonus
- $0
- Other
- $0 + $5,028 related
- Deferred
- $0 + $23,214 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $164,797 related
-
DALEO FREEMAN
DIRECTOR HUMAN RELATIONS
- Total calculated
- $138,229
- From this org
- $0
- From related orgs
- $109,520
- Other
- $28,709
- Hours/week
- 1 + 39 related
-
NANCY OLUMEKOR
DIRECTOR RETIREE DEPT
- Total calculated
- $145,905
- From this org
- $0
- From related orgs
- $125,080
- Other
- $20,825
- Hours/week
- 1 + 39 related
-
JUDY BEARD
DIRECTOR LEGISLATIVE DEPT
- Total calculated
- $180,817
- From this org
- $0
- From related orgs
- $156,190
- Other
- $24,627
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $144,862 related
- Bonus
- $0
- Other
- $0 + $11,328 related
- Deferred
- $0 + $24,627 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $180,817 related
-
SARAH RODRIGUEZ
DIRECTOR-HEALTH PLAN
- Total calculated
- $314
- From this org
- $0
- From related orgs
- $0
- Other
- $314
- Hours/week
- 1 + 39 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
- THE ORGANIZATION'S PRESIDENT IS COMPENSATED BY A RELATED ORGANIZATION, AND THE PRESIDENT'S COMPENSATION IS DETERMINED BY THE BOARD OF THAT RELATED ORGANIZATION.
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.
-
AMERICAN POSTAL WORKERS UNION AFL-CIO
501(C)(5) · LABOR UNION · DC
-
501(C)(2) · OWNS THE APWU HEADQUARTERS BUILDING · DC
Directly controlled by APWU
-
APWU COMMITTEE ON POLITICAL ACTION
527 · SEPARATE SEGREGATED FUND · DC
Directly controlled by APWU
-
501(C)(9) · HEALTH PLAN TO ALL MEMBERS, RETIREES AND ELIGIBLE DEPENDENTS · DC
Directly controlled by APWU
-
APWU COMMITTEE ON POLITICAL EDUCATION
527 · SEPARATE SEGREGATED FUND · DC
Directly controlled by APWU
-
APWU OFFICERS QUALIFIED RETIREMENT PLAN
401(B) · DEFINED BENEFIT PLAN · DC
Directly controlled by APWU
-
APWU EMPLOYEES' RETIREMENT PLAN
401(B) · DEFINED BENEFIT PLAN · DC
Directly controlled by APWU
-
APWU EMPLOYEES' RETIREMENT 401K PLAN
401(K) · DEFINED CONTRIBUTION PLAN · DC
Directly controlled by APWU
-
401(K) · DEFINED CONTRIBUTION PLAN · DC
Directly controlled by APWU
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 27 September 2023
- IRS schema version
- 2022v5.0
- Source object
- 202302819349300615
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