Totals
- Total revenue
- $2,587,438
- Total expenses
- $1,577,957
- Contributions and grants received
- $0
- Grants paid
- $922,300
- Program service revenue
- $556,700
- Investment income
- $1,952,994
- Other revenue
- $77,744
- Total assets, end of year
- $39,500,557
- Total liabilities, end of year
- $371,367
- Net assets or fund balances, end of year
- $39,129,190
- 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.
-
2a · Program service revenue: PROGRAM FEES
total $541,700 · related or exempt $541,700
-
2b · Program service revenue: HARDSHIP ASSISTANCE
total $15,000 · related or exempt $15,000
-
3 · Investment income
total $937,123 · excluded $937,123
-
7a · Gross sales of assets other than inventory
securities $4,777,508
-
7b · Less cost or other basis and sales expenses
securities $3,761,637
-
7c · Gain or loss
securities $1,015,871
-
7d · Net gain or loss
total $1,015,871 · excluded $1,015,871
-
11a · Other revenue: INTEREST AMORTIZATION - MAP
total $77,744 · related or exempt $77,744
-
11e · Other revenue, total
$77,744
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $922,300
-
11a · Fees: management
total $223,267
-
11b · Fees: legal
total $16,749
-
11c · Fees: accounting
total $36,000
-
11f · Fees: investment management
total $137,678
-
11g · Fees: other
total $49
-
12 · Advertising and promotion
total $52,349
-
13 · Office expenses
total $4,768
-
23 · Insurance
total $48,773
-
24a · Other expenses: MORTGAGE ASSISTANCE ADM
total $85,830
-
24b · Other expenses: PROMOTIONAL EXPENSES
total $50,194
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $798,047 · end of year $1,044,749
-
2 · Savings and temporary cash investments
beginning of year $1,709,671 · end of year $2,106,155
-
4 · Accounts receivable
beginning of year $190,069 · end of year $63,830
-
7 · Other notes and loans receivable
beginning of year $981,270 · end of year $772,166
-
12 · Investments: other securities
beginning of year $43,606,263 · end of year $35,513,657
-
17 · Accounts payable and accrued expenses
beginning of year $110,000 · end of year $84,000
-
25 · Other liabilities
beginning of year $60,258 · end of year $287,367
-
27 · Net assets without donor restrictions
beginning of year $47,115,062 · end of year $39,129,190
Mission and programs · 2022
Mission
TO PROVIDE HARDSHIP GRANTS, INTEREST FREE MORTGAGE LOANS AND INSURANCE COVERAGE TO MEMBERS OF UNIONS AND ORGANIZATIONS AFFILIATED WITH THE AFL-CIO.
-
PROVIDED GROUP AND OTHER INSURANCE BENEFITS; PROVIDED INTEREST FREE MORTGAGE LOAN ASSISTANCE TO ELIGIBLE PARTICIPANTS; PROVIDED HARDSHIP ASSISTANCE TO ELIGIBLE PARTICIPANTS.
As filed on the 2022 return.
Listed in Part VII
-
Lorretta JohnsonLORRETTA JOHNSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Paul WhiteheadPAUL WHITEHEAD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Gregory HambletGREGORY HAMBLET
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kevin StringerKEVIN STRINGER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Steven FantauzzoSTEVEN FANTAUZZO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ken RigmaidenKEN RIGMAIDEN
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 12 September 2023
- IRS schema version
- 2022v5.0
- Source object
- 202322559349300632
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