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← SOCIAL SECURITY WORKS EDUCATION FUND

Form 990 for tax year 2024

Filed by SOCIAL SECURITY WORKS EDUCATION FUND.

Totals

Total revenue
$4,021,309
Total expenses
$2,000,040
Contributions and grants received
$4,019,151
Grants paid
$0
Program service revenue
$0
Investment income
$2,158
Other revenue
$0
Total assets, end of year
$1,913,436
Total liabilities, end of year
$62,138
Net assets or fund balances, end of year
$1,851,298
Program services expenses (Part IX)
$1,802,339
Management and general expenses
$197,701
Fundraising expenses
$0
Program service expenses (Part III)
$1,802,339

Program services were 90.1% 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

    $4,019,151

  • 3 · Investment income

    total $2,158 · related or exempt $2,158

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $361,563 · program services $325,527 · management and general $36,036

  • 7 · Other salaries and wages

    total $794,832 · program services $715,649 · management and general $79,183

  • 8 · Pension plan contributions

    total $26,800 · program services $26,800

  • 9 · Other employee benefits

    total $145,030 · program services $145,030

  • 10 · Payroll taxes

    total $83,863 · program services $83,863

  • 11c · Fees: accounting

    total $21,719 · management and general $21,719

  • 11g · Fees: other

    total $495,097 · program services $449,384 · management and general $45,713

  • 13 · Office expenses

    total $12,585 · program services $12,585

  • 17 · Travel

    total $6,180 · program services $6,180

  • 23 · Insurance

    total $4,591 · management and general $4,591

  • 24a · Other expenses: 5135 RADIO SPONSO

    total $24,000 · program services $24,000

  • 24b · Other expenses: E COMMUNICATIONS

    total $10,560 · program services $10,560

  • 24c · Other expenses: 5620 BANK FEES

    total $5,946 · management and general $5,946

  • 24d · Other expenses: 5145 PAYROLL/RETI

    total $4,207 · management and general $4,207

  • 24e · All other expenses

    total $3,067 · program services $2,761 · management and general $306

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $23,514 · end of year $859,436

  • 9 · Prepaid expenses and deferred charges

    beginning of year $242 · end of year $15,716

  • 11 · Investments: publicly traded securities

    end of year $1,001,967

  • 14 · Intangible assets

    end of year $9,977

  • 15 · Other assets

    beginning of year $0 · end of year $26,340

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $19,034

  • 25 · Other liabilities

    beginning of year $206,994 · end of year $43,104

  • 27 · Net assets without donor restrictions

    beginning of year -$183,238 · end of year $1,851,298

Mission and programs · 2024

Mission

TO EDUCATE THE GENERAL PUBLIC, MEDIA, AND POLICY-MAKERS ABOUT THE BENEFITS OF PROTECTING SOCIAL SECURITY BENEFITS; TO PROTECT AND IMPROVE THE ECONOMIC STATUS OF DISADVANTAGED AND AT-RISK POPULATIONS, AND, IN SO DOING, TO PROMOTE SOCIAL JUSTICE FOR CURRENT AND FUTURE GENERATIONS OF CHILDREN AS WELL AS YOUNG, MIDDLE-AGED AND OLDER ADULTS; TO OPPOSE ANY CUTS TO SOCIAL SECURITY BENEFITS, INCLUDING INCREASING THE RETIREMENT AGE AND OPPOSE ANY EFFORT TO PRIVATIZE SOCIAL SECURITY. THIS CORPORATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE

Activities or mission (Part I)

TO EDUCATE THE GENERAL PUBLIC, MEDIA, AND POLICY-MAKERS ABOUT THE BENEFITS OF PROTECTING SOCIAL SECURITY BENEFITS.

  • THE SOCIAL SECURITY WORKS EDUCATION FUND CREATED NUMEROUS WRITTEN POLICY RESOURCES EXPLAINING COMPLEX POLICY ISSUES IN ACCESSIBLE EVERDAY LANGUAGE. SSW EF CREATED NUMEROUS FACT SHEETS AND RESOURCES THAT WERE CRUCIAL IN THE POLITICALLY CHARGED AND FAST-MOVING ENVIRONMENTS OF VARIOUS BUDGET AND FISCAL DEBATES IN WASHINGTON, D. C. SOCIAL SECURITY WORKS EDUCATION FUND ALSO EDUCATED THE PUBLIC THROUGH MORE THAN TWENTY IN-PERSON TRAININGS, AND BY SPONSORING A RADIO SHOW, THE ZERO HOUR, DEDICATED TO STRENGTHENING THE INFORMATION ENVIRONMENT AROUND ISSUES OF ECONOMIC JUSTICE, PARTICULARLY PROPOSALS THAT WOULD IMPACT OUR SOCIAL SECURITY SYSTEM.

    Expenses $1,802,339 · Revenue $4,019,151

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • RICHARD ARENBERG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KATHLEEN CURRIE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL PHELAN

    OFFICER

    Total calculated
    $172,201
    From this org
    $172,201
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,201
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $172,201

  • ALEXANDER LAWSON

    EXECUTIVE DIRECTOR

    Total calculated
    $189,362
    From this org
    $189,362
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,362
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $189,362

  • ERIC KINGSON

    CHAIR

    Total calculated
    $0
    Hours/week
    8

  • NANCY ALTMAN

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    5

  • JONATHAN BALL

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

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.

Provenance

Return type
form_990
Tax year
2024
Filed
12 November 2025
IRS schema version
2024v5.2
Source object
202543169349306629

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