Form 990 for tax year 2024
Filed by UE RESEARCH AND EDUCATION FUND.
Totals
- Total revenue
- $2,722,820
- Total expenses
- $1,224,722
- Contributions and grants received
- $2,663,589
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $59,231
- Other revenue
- $0
- Total assets, end of year
- $2,461,576
- Total liabilities, end of year
- $4,930
- Net assets or fund balances, end of year
- $2,456,646
- Program services expenses (Part IX)
- $1,147,312
- Management and general expenses
- $33,410
- Fundraising expenses
- $44,000
- Program service expenses (Part III)
- $1,147,312
Program services were 93.7% 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.
-
1f · All other contributions, gifts and grants
$2,663,589
-
3 · Investment income
total $59,231 · excluded $59,231
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $249,228 · program services $249,228
-
9 · Other employee benefits
total $9,033 · program services $9,033
-
10 · Payroll taxes
total $26,256 · program services $26,256
-
11c · Fees: accounting
total $17,490 · program services $820 · management and general $16,670
-
11g · Fees: other
total $760,333 · program services $707,931 · management and general $8,402 · fundraising $44,000
-
12 · Advertising and promotion
total $46,738 · program services $46,676 · management and general $62
-
13 · Office expenses
total $5,628 · program services $5,628
-
14 · Information technology
total $8,394 · program services $7,264 · management and general $1,130
-
17 · Travel
total $87,450 · program services $84,545 · management and general $2,905
-
23 · Insurance
total $1,916 · management and general $1,916
-
24a · Other expenses: BANK FEES
total $12,006 · program services $9,931 · management and general $2,075
-
24b · Other expenses: STATE REGISTRATION
total $250 · management and general $250
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $144,991 · end of year $688,829
-
2 · Savings and temporary cash investments
beginning of year $813,558 · end of year $1,772,747
-
17 · Accounts payable and accrued expenses
beginning of year $0 · end of year $4,930
-
27 · Net assets without donor restrictions
beginning of year $148,284 · end of year $283,125
-
28 · Net assets with donor restrictions
beginning of year $810,265 · end of year $2,173,521
Mission and programs · 2024
Mission
THE UE RESEARCH AND EDUCATION FUND (THE ORGANIZATION) IS A PENNSYLVANIA NON-PROFIT ORGANIZATION THAT WAS FOUNDED IN 1994. ITS MISSION IS TO BUILD NEW SKILLS AMONG DIVERSE WORKER LEADERS TO HELP THEM FIGHT FOR ECONOMIC AND RACIAL EQUALITY, FOR A JUST TRANSITION FOR WORKERS, AND TO UNITE WORKING PEOPLE ACROSS BORDERS.
-
THE TRADE UNIONS FOR ENERGY DEMOCRACY (TUED) PROGRAM IS A GLOBAL MULTI SECTOR PROGRAM TO ADVANCE DEMOCRATIC DIRECTION AND CONTROL OF ENERGY TO PROMOTE SOLUTIONS TO CLIMATE CRISIS AND ENERGY POVERTY.
Expenses $222,619
-
THE EMERGENCY WORKERS EDUCATION PROGRAM OFFERS TRAINING AND RESOURCES TO WORKERS THAT WERE DIRECTLY IMPACTED BY THE COVID-19 PANDEMIC. A SPECIFIC PROJECT IN THIS PROGRAM IS THE EMERGENCY WORKPLACE ORGANIZING COMMITTEE (EWOC).
Expenses $541,388
-
THE SOUTHERN WORKERS JUSTICE PROGRAM FOCUSES ON EDUCATING PUBLIC SECTOR EMPLOYEES IN NORTH CAROLINA AND VIRGINIA ON THEIR RIGHTS AS WORKERS.
Expenses $166,300
-
THE INTERNATIONAL AND EDUCATION PROGRAMS FOCUS ON EXCHANGES AND EDUCATIONAL ACTIVITIES INVOLVING WORKERS ATTENDING INTERNATIONAL EVENTS TO SUPPORT WORKER SOLIDARITY AND THE CLIMATE JUSTICE PROGRAM SEEKS TO CLEAN UP THE POLLUTION BY RAIL TRANSIT CORRIDORS THROUGH INVESTMENT IN CLEANER LOCOMOTIVE ENGINES BUILT BY UNION LABOR.
Expenses $217,005
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
CARL ROSEN
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
ANDREW DINKELAKER
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
MARK MEINSTER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2
-
MIKE HEALEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2
-
BARNEY OUSLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2
-
MOLLY RUSH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2
-
RICK ADAMS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2
-
SEKIA ROYAL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2
-
LARRY HOPKINS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2
-
JENNIFER SHERER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2
-
ASHLEY CLEMMONS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2
-
CAITLIN BRUCE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2
-
THOMAS CARDEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2
-
MARCOS CENICEROS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2
-
RAMONA MALCZYNSKI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2
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
- 2024
- Filed
- 12 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202513169349305601
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