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Nonprofiteer
← AFL-CIO TECHNOLOGY INSTITUTE

Form 990 for tax year 2022

Filed by AFL-CIO TECHNOLOGY INSTITUTE.

Totals

Total revenue
$3,572,196
Total expenses
$1,256,215
Contributions and grants received
$3,450,000
Grants paid
$250,000
Program service revenue
$0
Investment income
$0
Other revenue
$122,196
Total assets, end of year
$3,143,618
Total liabilities, end of year
$155,040
Net assets or fund balances, end of year
$2,988,578
Program services expenses (Part IX)
$1,084,234
Management and general expenses
$171,981
Fundraising expenses
$0
Program service expenses (Part III)
$1,084,234

Program services were 86.3% 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.

  • 1d · Related organizations

    $3,450,000

  • 11a · Other revenue: REIMBURSEMENTS

    total $122,196 · related or exempt $122,196

  • 11e · Other revenue, total

    $122,196

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $250,000 · program services $250,000

  • 7 · Other salaries and wages

    total $447,458 · program services $447,458

  • 8 · Pension plan contributions

    total $5,625 · program services $5,625

  • 9 · Other employee benefits

    total $62,082 · program services $62,082

  • 10 · Payroll taxes

    total $33,255 · program services $33,255

  • 11c · Fees: accounting

    total $10,314 · management and general $10,314

  • 11g · Fees: other

    total $267,285 · program services $145,223 · management and general $122,062

  • 13 · Office expenses

    total $36,200 · program services $7,373 · management and general $28,827

  • 14 · Information technology

    total $3,962 · management and general $3,962

  • 16 · Occupancy

    total $4,875 · program services $4,875

  • 17 · Travel

    total $42,230 · program services $42,230

  • 19 · Conferences, conventions and meetings

    total $86,113 · program services $86,113

  • 22 · Depreciation, depletion and amortization

    total $3,735 · management and general $3,735

  • 24a · Other expenses: SUBSCRIPTIONS AND REGIS

    total $2,850 · management and general $2,850

  • 24b · Other expenses: OTHER

    total $231 · management and general $231

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $718,365 · end of year $1,196,859

  • 3 · Pledges and grants receivable

    end of year $1,924,526

  • 9 · Prepaid expenses and deferred charges

    end of year $72

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

    $26,105

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

    $3,944

  • 10c · Land, buildings and equipment, net

    beginning of year $6,274 · end of year $22,161

  • 17 · Accounts payable and accrued expenses

    beginning of year $47,101 · end of year $155,040

  • 27 · Net assets without donor restrictions

    beginning of year $677,538 · end of year $1,388,578

  • 28 · Net assets with donor restrictions

    end of year $1,600,000

Mission and programs · 2022

Mission

THE INSTITUTE'S MISSION IS TO CONDUCT RESEARCH AND EDUCATION ON THE ROLE OF WORKER VOICE IN THE INNOVATION ECONOMY AND TO ENSURE THE BENEFITS OF TECHNOLOGY ARE BROADLY SHARED, CREATING GOOD UNION JOBS IN COMMUNITIES ACROSS THE COUNTRY, STRENGTHENING WORKPLACE DEMOCRACY AND EQUITY, AND INVENTING WORKER PROTECTIONS THAT MEET MODERN CHALLENGES.

Activities or mission (Part I)

THE INSTITUTE'S MISSION IS TO CONDUCT RESEARCH AND PUBLIC EDUCATION ON THE INTERSECTION OF WORK AND TECHNOLOGY AND TO ADVOCATE FOR PUBLIC POLICIES THAT IMPROVE THE LIVES OF WORKING PEOPLE.

  • THE AFL-CIO TECHNOLOGY INSTITUTE CONDUCTS RESEARCH AND PUBLIC EDUCTION ON EMERGING TECHNOLOGIES THAT ARE RESHAPING WORK AND ADVOCATES FOR THE INCLUSION OF WORKERS IN RESEARCH AND DEVELOPMENT OF NEW TECHNOLOGIES AND IN GOVERNMENT DECISIONMAKING ABOUT TECHNOLOGY-RELATED PUBLIC POLICIES.

    Expenses $1,084,234 · Grants $250,000

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

Listed in Part VII

  • Elizabeth H Shuler

    PRESIDENT

    Total calculated
    $381,867
    From this org
    $0
    From related orgs
    $272,250
    Other
    $109,617
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $272,250 related
    Bonus
    $0
    Other
    $0 + $9,391 related
    Deferred
    $0 + $65,340 related
    Nontaxable benefits
    $0 + $34,886 related
    Filer's total
    $0 + $381,867 related

  • Amanda Ballantyne

    SECRETARY/EXECUTIVE DIRECTOR

    Total calculated
    $234,443
    From this org
    $0
    From related orgs
    $157,353
    Other
    $77,090
    Hours/week
    17.5 + 22.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $157,353 related
    Bonus
    $0
    Other
    $0 + $126 related
    Deferred
    $0 + $38,665 related
    Nontaxable benefits
    $0 + $38,299 related
    Filer's total
    $0 + $234,443 related

  • Frederick Redmond

    TREASURER

    Total calculated
    $338,493
    From this org
    $0
    From related orgs
    $238,975
    Other
    $99,518
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $238,975 related
    Bonus
    $0
    Other
    $0 + $7,676 related
    Deferred
    $0 + $57,354 related
    Nontaxable benefits
    $0 + $34,488 related
    Filer's total
    $0 + $338,493 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

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
18 April 2024
IRS schema version
2022v5.0
Source object
202411109349300116

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