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Nonprofiteer
← ALBERT SHANKER INSTITUTE

Form 990 for tax year 2022

Filed by ALBERT SHANKER INSTITUTE.

Totals

Total revenue
$1,532,701
Total expenses
$1,384,632
Contributions and grants received
$1,280,491
Grants paid
$0
Program service revenue
$0
Investment income
$251,900
Other revenue
$310
Total assets, end of year
$8,039,796
Total liabilities, end of year
$169,514
Net assets or fund balances, end of year
$7,870,282
Program services expenses (Part IX)
$1,287,870
Management and general expenses
$96,762
Fundraising expenses
$0
Program service expenses (Part III)
$1,287,870

Program services were 93.0% 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

    $1,010,771

  • 1f · All other contributions, gifts and grants

    $269,720

  • 3 · Investment income

    total $130,861 · excluded $130,861

  • 7a · Gross sales of assets other than inventory

    securities $3,758,178

  • 7b · Less cost or other basis and sales expenses

    securities $3,637,139

  • 7c · Gain or loss

    securities $121,039

  • 7d · Net gain or loss

    total $121,039 · excluded $121,039

  • 11d · All other revenue

    total $310 · related or exempt $310

  • 11e · Other revenue, total

    $310

Functional expenses

Part IX, the statement of functional expenses.

  • 11c · Fees: accounting

    total $3,500 · management and general $3,500

  • 11f · Fees: investment management

    total $29,374 · management and general $29,374

  • 11g · Fees: other

    total $157,734 · program services $157,284 · management and general $450

  • 13 · Office expenses

    total $2,309 · program services $2,309

  • 14 · Information technology

    total $4,648 · program services $4,648

  • 17 · Travel

    total $5,994 · program services $5,994

  • 19 · Conferences, conventions and meetings

    total $18,783 · program services $2,472 · management and general $16,311

  • 24a · Other expenses: ADMINISTRATIVE AND PROG

    total $1,144,242 · program services $1,101,341 · management and general $42,901

  • 24b · Other expenses: DUES & SUBSCRIPTIONS

    total $13,363 · program services $13,363

  • 24e · All other expenses

    total $4,685 · program services $459 · management and general $4,226

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $267,726 · end of year $170,652

  • 2 · Savings and temporary cash investments

    beginning of year $1,786,715 · end of year $104,536

  • 4 · Accounts receivable

    beginning of year $2,422 · end of year $2,422

  • 11 · Investments: publicly traded securities

    beginning of year $4,870,272 · end of year $7,340,365

  • 12 · Investments: other securities

    beginning of year $407,707 · end of year $407,707

  • 15 · Other assets

    beginning of year $302 · end of year $14,114

  • 17 · Accounts payable and accrued expenses

    beginning of year $140,089 · end of year $10,643

  • 25 · Other liabilities

    beginning of year $52,058 · end of year $158,871

  • 27 · Net assets without donor restrictions

    beginning of year $6,973,966 · end of year $7,513,987

  • 28 · Net assets with donor restrictions

    beginning of year $169,031 · end of year $356,295

Mission and programs · 2022

Mission

THE ALBERT SHANKER INSTITUTE WAS FORMED TO CARRY ON, CONDUCT, AND SPONSOR STUDY AND RESEARCH IN EDUCATION AND RELATED FIELDS, WITH THE OBJECTIVE OF INFORMING EMPLOYERS, UNIONS, EDUCATORS, LABOR AND OTHERS OF ITS FINDINGS.

Activities or mission (Part I)

THE ALBERT SHANKER INSTITUTE WAS FORMED TO CARRY ON, CONDUCT, AND SPONSOR STUDY AND RESEARCH IN EDUCATION AND RELATED FIELDS, WITH THEOBJECTIVE OF INFORMING EMPLOYERS, UNIONS, EDUCATORS, LABOR AND OTHERS OF ITS FINDINGS.

  • DEMOCRACY - PROMOTES DISCUSSIONS AND SPONSORS RESEARCH ON NEW CHALLENGES FACING THE WORLD'S DEMOCRACIES, WITH AN EMPHASIS ON THE ROLE OF FREEDOM OF ASSOCIATION, UNIONS AND OTHER CIVIC INSTITUTIONS, AND UNIVERSAL EDUCATION IN A DEMOCRATIC SOCIETY.

    Expenses $183,772

  • EDUCATION - PROMOTES DISCUSSIONS AND SPONSORING RESEARCH ON NEW AND WORKABLE APPROACHES TO IMPROVING PUBLIC EDUCATION IN AMERICA

    Expenses $805,306

  • LABOR - PROFESSIONALS FACE ISSUES SUCH AS DESIRES TO IMPROVE QUALITY OF WORK, KEEP PACE WITH TECHNOLOGY AND THE GLOBALIZATION OF THE ECONOMY AND WORKPLACE FLEXIBILITY. THE INSTITUTE PROMOTES DISCUSSION AND SPONSORS RESEARCH TO EXPLORE NEW STRUCTURES AND ROLES FOR UNIONS WITH REGARD TO THESE CHALLENGES.

    Expenses $124,051

  • CROSS THEMED PROGRAMS - DESIGNED TO GIVE THE INSTITUTE THE FLEXIBILITY TO RESPOND TO PROGRAM OPPORTUNITIES THAT ARISE DURING THE COURSE OF THE FISCAL YEAR. THESE PROGRAMS USUALLY FALL WITHIN BOARD-APPROVED THEMES AND PROGRAM DIRECTIONS.

    Expenses $174,741

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

Listed in Part VII

  • Randi Weingarten

    PRESIDENT

    Total calculated
    $569,012
    From this org
    $0
    From related orgs
    $474,951
    Other
    $94,061
    Hours/week
    5 + 70 related

    Schedule J breakdown matched by us

    Base
    $0 + $439,595 related
    Bonus
    $0 + $2,000 related
    Other
    $0 + $33,356 related
    Deferred
    $0 + $66,312 related
    Nontaxable benefits
    $0 + $27,749 related
    Filer's total
    $0 + $569,012 related

  • Fedrick Ingram

    SECRETARY-TREASURER

    Total calculated
    $458,966
    From this org
    $0
    From related orgs
    $372,146
    Other
    $86,820
    Hours/week
    5 + 60 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

    BOARD MEMBER

    Total calculated
    $376,332
    From this org
    $0
    From related orgs
    $292,823
    Other
    $83,509
    Hours/week
    5 + 60 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

  • Darrin Nedrow

    DIRECTOR OF ORGANIZATION AND FIELD SERVICES

    Total calculated
    $357,174
    From this org
    $0
    From related orgs
    $276,413
    Other
    $80,761
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $265,263 related
    Bonus
    $0 + $2,000 related
    Other
    $0 + $9,150 related
    Deferred
    $0 + $53,167 related
    Nontaxable benefits
    $0 + $27,594 related
    Filer's total
    $0 + $357,174 related

  • Jessica Smith

    DIR OF UNION LEADERSHIP INSTITUTE

    Total calculated
    $354,603
    From this org
    $0
    From related orgs
    $270,837
    Other
    $83,766
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $260,189 related
    Bonus
    $0 + $2,000 related
    Other
    $0 + $8,648 related
    Deferred
    $0 + $52,620 related
    Nontaxable benefits
    $0 + $31,146 related
    Filer's total
    $0 + $354,603 related

  • Michael S Powell

    ASSIST. TO PRES. FOR COMMUNICATIONS

    Total calculated
    $331,292
    From this org
    $0
    From related orgs
    $263,371
    Other
    $67,921
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $257,771 related
    Bonus
    $0 + $2,000 related
    Other
    $0 + $3,600 related
    Deferred
    $0 + $51,610 related
    Nontaxable benefits
    $0 + $16,311 related
    Filer's total
    $0 + $331,292 related

  • Tear Jones Murphy

    CHIEF OF STAFF

    Total calculated
    $330,063
    From this org
    $0
    From related orgs
    $253,905
    Other
    $76,158
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $242,257 related
    Bonus
    $0 + $3,000 related
    Other
    $0 + $8,648 related
    Deferred
    $0 + $49,647 related
    Nontaxable benefits
    $0 + $26,511 related
    Filer's total
    $0 + $330,063 related

  • Ann J Mitchell

    ASSIST. TO PRES. FOR FIELD COORDINATION

    Total calculated
    $319,337
    From this org
    $0
    From related orgs
    $244,229
    Other
    $75,108
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $234,085 related
    Bonus
    $0 + $2,000 related
    Other
    $0 + $8,144 related
    Deferred
    $0 + $47,359 related
    Nontaxable benefits
    $0 + $27,749 related
    Filer's total
    $0 + $319,337 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

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
21 March 2024
IRS schema version
2022v5.0
Source object
202410819349300711

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