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← NYSUT EDUCATION AND LEARNING TR

Form 990 for tax year 2024

Filed by NYSUT EDUCATION AND LEARNING TR.

Totals

Total revenue
$5,965,929
Total expenses
$5,098,581
Contributions and grants received
$1,076,933
Grants paid
$0
Program service revenue
$4,805,454
Investment income
$83,542
Other revenue
$0
Total assets, end of year
$4,045,228
Total liabilities, end of year
$1,345,717
Net assets or fund balances, end of year
$2,699,511
Program services expenses (Part IX)
$3,026,824
Management and general expenses
$2,071,757
Fundraising expenses
$0
Program service expenses (Part III)
$3,026,824

Program services were 59.4% 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.

  • 1e · Government grants (contributions)

    $1,076,933

  • 2a · Program service revenue: COURSE REGISTRATION

    total $4,309,829 · related or exempt $4,309,829

  • 2b · Program service revenue: WORKSHOP REVENUE

    total $250,663 · related or exempt $250,663

  • 2c · Program service revenue: PASS-THROUGH GRANTS

    total $244,962 · related or exempt $244,962

  • 3 · Investment income

    total $83,542 · excluded $83,542

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $1,132,956 · management and general $1,132,956

  • 8 · Pension plan contributions

    total $357,345 · management and general $357,345

  • 10 · Payroll taxes

    total $96,366 · management and general $96,366

  • 11c · Fees: accounting

    total $12,930 · management and general $12,930

  • 11g · Fees: other

    total $5,253 · management and general $5,253

  • 13 · Office expenses

    total $2,945 · management and general $2,945

  • 16 · Occupancy

    total $83,381 · management and general $83,381

  • 17 · Travel

    total $2,687 · program services $2,687

  • 22 · Depreciation, depletion and amortization

    total $2,866 · management and general $2,866

  • 23 · Insurance

    total $29,213 · management and general $29,213

  • 24a · Other expenses: GRANT EXPENSES

    total $1,225,344 · program services $1,225,344

  • 24b · Other expenses: INSTRUCTOR FEES

    total $913,239 · program services $913,239

  • 24c · Other expenses: COURSE FEES

    total $717,977 · program services $717,977

  • 24d · Other expenses: ADMIN SERVICE REIMBURSE

    total $122,737 · management and general $122,737

  • 24e · All other expenses

    total $393,342 · program services $167,577 · management and general $225,765

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,908,995 · end of year $3,573,165

  • 4 · Accounts receivable

    beginning of year $69,106 · end of year $436,290

  • 9 · Prepaid expenses and deferred charges

    beginning of year $23,833 · end of year $24,548

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

    $385,151

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

    $373,926

  • 10c · Land, buildings and equipment, net

    beginning of year $14,091 · end of year $11,225

  • 17 · Accounts payable and accrued expenses

    beginning of year $343,692 · end of year $320,226

  • 19 · Deferred revenue

    beginning of year $149,250 · end of year $161,527

  • 25 · Other liabilities

    beginning of year $690,920 · end of year $863,964

  • 27 · Net assets without donor restrictions

    beginning of year $1,797,568 · end of year $2,666,236

  • 28 · Net assets with donor restrictions

    beginning of year $34,595 · end of year $33,275

Mission and programs · 2024

Mission

THE EDUCATION & LEARNING TRUST PROVIDES RESEARCH-BASED, INNOVATIVE, AND COLLABORATIVE OPPORTUNITIES TO ENHANCE PROFESSIONAL LEARNING. THE TRUST IS A UNION-LED PROVIDER OF PROFESSIONAL LEARNING WHICH OFFERS 1) INNOVATIVE PROGRAMS THAT ARE AFFORDABLE, FLEXIBLE AND RESEARCH-BASED, 2) HIGHLY EFFECTIVE FACILITATORS, 3) COLLABORATIVE PARTNERSHIPS FOR LEARNING.

Activities or mission (Part I)

THE EDUCATION & LEARNING TRUST PROVIDES RESEARCH-BASED, INNOVATIVE, AND COLLABORATIVE OPPORTUNITIES TO ENHANCE PROFESSIONAL LEARNING.

  • DELIVERING EDUCATIONAL PROGRAMS TO EDUCATORS IN NEW YORK STATE WHICH FOCUS ON EFFECTIVE TEACHING IN THE CLASSROOM. THE ORGANIZATION ADVERTISES THROUGH THE "NYSUT UNITED" PUBLICATION OF NYSUT. THE ORGANIZATION ALSO POSTS AN ELECTRONIC VERSION OF THE BROCHURE ON THEIR WEBSITE AND PROVIDES THE SAME BROCHURE TO TEACHER CENTERS AROUND THE STATE.

    Expenses $3,026,824 · Revenue $5,881,187

  • SCHOOL DISTRICTS AND BOCES ARE REQUIRED TO CONDUCT AN ANNUAL PROFESSIONAL PERFORMANCE REVIEW (APPR) ON TEACHERS AND PRINCIPALS, RESULTING IN A SINGLE COMPOSITE EFFECTIVENESS RATING. BEGINNING IN 2025-26 A NEW LAW TOOK EFFECT THAT SUBSTANTIALLY CHANGES THE APPR PROCESS. NYSUT ELT PROVIDES A PROGRAM THAT FOCUSES ON TRAINING EDUCATORS ON THE NECESSARY REQUIREMENTS OF THIS TEACHER EVALUATION PROCESS.

    Revenue $1,200

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • J Philippe Abraham

    TRUSTEE

    Total calculated
    $265,154
    From this org
    $0
    From related orgs
    $165,584
    Other
    $99,570
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $145,044 related
    Bonus
    $0
    Other
    $0 + $20,540 related
    Deferred
    $0 + $43,306 related
    Nontaxable benefits
    $0 + $56,264 related
    Filer's total
    $0 + $265,154 related

  • Ronald G Gross

    TRUSTEE

    Total calculated
    $404,382
    From this org
    $0
    From related orgs
    $276,861
    Other
    $127,521
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $253,305 related
    Bonus
    $0
    Other
    $0 + $23,556 related
    Deferred
    $0 + $66,292 related
    Nontaxable benefits
    $0 + $61,229 related
    Filer's total
    $0 + $404,382 related

  • Jaime Ciffone

    TRUSTEE

    Total calculated
    $402,285
    From this org
    $0
    From related orgs
    $286,938
    Other
    $115,347
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $273,938 related
    Bonus
    $0
    Other
    $0 + $13,000 related
    Deferred
    $0 + $68,263 related
    Nontaxable benefits
    $0 + $47,084 related
    Filer's total
    $0 + $402,285 related

  • Melinda Person

    TRUSTEE

    Total calculated
    $470,609
    From this org
    $0
    From related orgs
    $320,322
    Other
    $150,287
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $307,622 related
    Bonus
    $0
    Other
    $0 + $12,700 related
    Deferred
    $0 + $78,154 related
    Nontaxable benefits
    $0 + $72,133 related
    Filer's total
    $0 + $470,609 related

  • Peter Applebee

    DIR OF POLICY AND PROGRAM

    Total calculated
    $328,427
    From this org
    $0
    From related orgs
    $214,961
    Other
    $113,466
    Hours/week
    4

    Schedule J breakdown matched by us

    Base
    $0 + $214,961 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $51,716 related
    Nontaxable benefits
    $0 + $61,750 related
    Filer's total
    $0 + $328,427 related

  • Carolyn L Williams

    ASST IN RESEARCH/ED SVCS

    Total calculated
    $265,933
    From this org
    $0
    From related orgs
    $170,051
    Other
    $95,882
    Hours/week
    9

    Schedule J breakdown matched by us

    Base
    $0 + $144,172 related
    Bonus
    $0
    Other
    $0 + $25,879 related
    Deferred
    $0 + $48,702 related
    Nontaxable benefits
    $0 + $47,180 related
    Filer's total
    $0 + $265,933 related

  • Joan Rogers-Harrington

    ASST IN RESEARCH/ED SVCS

    Total calculated
    $275,455
    From this org
    $0
    From related orgs
    $168,008
    Other
    $107,447
    Hours/week
    4

    Schedule J breakdown matched by us

    Base
    $0 + $168,008 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $40,545 related
    Nontaxable benefits
    $0 + $66,902 related
    Filer's total
    $0 + $275,455 related

  • Jaclyn Ferrucci

    DEPUTY DIRECTOR OF FINANCE

    Total calculated
    $309,517
    From this org
    $0
    From related orgs
    $196,064
    Other
    $113,453
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $196,064 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $49,957 related
    Nontaxable benefits
    $0 + $63,496 related
    Filer's total
    $0 + $309,517 related

  • John C Strom

    ASST IN RESEARCH/ED SVCS

    Total calculated
    $274,456
    From this org
    $0
    From related orgs
    $172,195
    Other
    $102,261
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $0 + $172,195 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $41,334 related
    Nontaxable benefits
    $0 + $60,927 related
    Filer's total
    $0 + $274,456 related

  • Bernice Rivera

    ASST IN RESEARCH/ED SVCS

    Total calculated
    $231,737
    From this org
    $0
    From related orgs
    $156,607
    Other
    $75,130
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $0 + $156,607 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $37,472 related
    Nontaxable benefits
    $0 + $37,658 related
    Filer's total
    $0 + $231,737 related

  • Jolene T Dibrango

    FORMER TRUSTEE

    Total calculated
    $110,704
    From this org
    $0
    From related orgs
    $74,201
    Other
    $36,503
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $74,201 related
    Deferred
    $0 + $14,840 related
    Nontaxable benefits
    $0 + $21,663 related
    Filer's total
    $0 + $110,704 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

  • 4a · Severance or change-of-control payment

Answered no

  • 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)

FORM 990, SCHEDULE J, PART II
J. PHILIPPE ABRAHAM - THIS OFFICER WAS UNDER A COMPENSATION ARRANGEMENT IN 2024 WHERE A RELATED ORGANIZATION TO THE FILING ORGANIZATION PAYS SOME OF THIS OFFICER'S COMPENSATION AND AN UNRELATED ORGANIZATION (UNITED UNIVERSITY PROFESSIONS) PAYS THE REMAINDER OF THE COMPENSATION. FOR 2024, THE AMOUNT PAID TO J. PHILIPPE ABRAHAM BY UNITED UNIVERSITY PROFESSIONS TOTALED $180,696 WHICH INCLUDES WAGES, RETIREMENT AND NONTAXABLE BENEFITS.
FORM 990, SCHEDULE J, PART I, LINE 4A
JOLENE DIBRANGO ENDED HER TERM EFFECTIVE APRIL 29, 2023. IN ACCORDANCE WITH THE TERMS AND CONDITIONS OF THE AGREEMENTS REACHED AND THE ORGANIZATION'S TRANSITION POLICY, SHE RECEIVED BENEFITS FOR A PERIOD OF TIME BEYOND THIS DATE, TO ENSURE AN ORDERLY TRANSITION AND TO SERVE THE NEEDS OF THE 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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • NYSUT MEMBER BENEFIT CORP

    C · BENEFIT PROGRAMS FOR UNION MEMBERS · NY

Provenance

Return type
form_990
Tax year
2024
Filed
4 February 2026
IRS schema version
2024v5.5
Source object
202630429349301013

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

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