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Nonprofiteer
← AMERICAN FEDERATION OF TEACHERS BENEFIT TR

Form 990 for tax year 2022

Filed by AMERICAN FEDERATION OF TEACHERS BENEFIT TR.

Totals

Total revenue
$2,526,577
Total expenses
$2,797,826
Contributions and grants received
$2,526,508
Grants paid
$0
Program service revenue
$0
Investment income
$69
Other revenue
$0
Total assets, end of year
$2,760,561
Total liabilities, end of year
$529
Net assets or fund balances, end of year
$2,760,032
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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.

  • 1d · Related organizations

    $2,526,508

  • 3 · Investment income

    total $69 · excluded $69

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $2,733,379

  • 7 · Other salaries and wages

    total $49,270

  • 11c · Fees: accounting

    total $14,500

  • 11f · Fees: investment management

    total $36

  • 11g · Fees: other

    total $641

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,897,614 · end of year $1,576,359

  • 2 · Savings and temporary cash investments

    beginning of year $130,362 · end of year $130,362

  • 9 · Prepaid expenses and deferred charges

    end of year $1,050,000

  • 15 · Other assets

    beginning of year $0 · end of year $3,840

  • 17 · Accounts payable and accrued expenses

    end of year $529

  • 25 · Other liabilities

    beginning of year $45,964 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $2,982,012 · end of year $2,760,032

Mission and programs · 2022

Mission

THE PURPOSE OF THE PLAN WAS TO PROVIDE VARIOUS MEDICAL, LIFE AND DISABILITY INSURANCE BENEFITS TO PARTICIPATING FEDERATION MEMBERS AS AN ENHANCEMENT TO COLLECTIVELY BARGAINED BENEFITS. THE PLAN TRANSFERRED OWNERSHIP OF CERTAIN BENEFIT PROGRAMS TO ANOTHER PROVIDER. ANY INCOME FROM THESE TRANSFERRED PROGRAMS AS WELL AS INCOME FROM PROGRAMS RETAINED BY THE PLAN IS REVENUE TO THE PLAN WHICH IS USED TO FURTHER MEMBER BENEFIT PROGRAMS.

  • THE PURPOSE OF THE PLAN WAS TO PROVIDE VARIOUS MEDICAL, LIFE AND DISABILITY INSURANCE BENEFITS TO PARTICIPATING FEDERATION MEMBERS AS AN ENHANCEMENT TO COLLECTIVELY BARGAINED BENEFITS. THE PLAN TRANSFERRED OWNERSHIP OF CERTAIN BENEFIT PROGRAMS TO ANOTHER PROVIDER. ANY INCOME FROM THESE TRANSFERRED PROGRAMS AS WELL AS INCOME FROM PROGRAMS RETAINED BY THE PLAN IS REVENUE TO THE PLAN WHICH IS USED TO FURTHER MEMBER BENEFIT PROGRAMS.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Fedrick Ingram

    CHAIRPERSON

    Total calculated
    $458,966
    From this org
    $0
    From related orgs
    $372,146
    Other
    $86,820
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $289,232 related
    Bonus
    $0 + $2,000 related
    Other
    $0 + $80,914 related
    Deferred
    $0 + $59,071 related
    Nontaxable benefits
    $0 + $27,749 related
    Filer's total
    $0 + $458,966 related

  • Evelyn Dejesus

    SECRETARY

    Total calculated
    $376,332
    From this org
    $0
    From related orgs
    $292,823
    Other
    $83,509
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $272,966 related
    Bonus
    $0 + $13,307 related
    Other
    $0 + $6,550 related
    Deferred
    $0 + $55,760 related
    Nontaxable benefits
    $0 + $27,749 related
    Filer's total
    $0 + $376,332 related

  • David Gray

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jerry Jordan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Louis Malfaro

    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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • CAPITOL PLACE I ASSOCIATES LIMITED PARTNERSHIP

    RELATED · REAL ESTATE RENTAL · DC

    Directly controlled by AMERICAN FEDERATION OF TEACHERS AFL-CIO

Provenance

Return type
form_990
Tax year
2022
Filed
12 March 2024
IRS schema version
2022v5.0
Source object
202410729349301046

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