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Nonprofiteer
← THE AFL-CIO WORKING FOR AMERICA INSTITUTE

Form 990 for tax year 2023

Filed by THE AFL-CIO WORKING FOR AMERICA INSTITUTE.

Totals

Total revenue
$3,914,760
Total expenses
$2,195,349
Contributions and grants received
$3,904,536
Grants paid
$0
Program service revenue
$0
Investment income
$50
Other revenue
$10,174
Total assets, end of year
$5,143,539
Total liabilities, end of year
$2,693,866
Net assets or fund balances, end of year
$2,449,673
Program services expenses (Part IX)
$1,506,140
Management and general expenses
$542,476
Fundraising expenses
$146,733
Program service expenses (Part III)
$1,506,140

Program services were 68.6% 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

    $651,050

  • 1e · Government grants (contributions)

    $1,697,943

  • 1f · All other contributions, gifts and grants

    $1,555,543

  • 3 · Investment income

    total $50 · excluded $50

  • 11d · All other revenue

    total $10,174 · excluded $10,174

  • 11e · Other revenue, total

    $10,174

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $668,893 · program services $265,706 · management and general $333,065 · fundraising $70,122

  • 11b · Fees: legal

    total $9,807 · program services $7,810 · management and general $1,405 · fundraising $592

  • 11c · Fees: accounting

    total $76,934 · program services $30,000 · management and general $46,934

  • 11g · Fees: other

    total $110,650 · program services $28,157 · management and general $77,493 · fundraising $5,000

  • 13 · Office expenses

    total $10,073 · program services $4,740 · management and general $5,333

  • 14 · Information technology

    total $3,532 · management and general $3,532

  • 16 · Occupancy

    total $28,378 · management and general $28,378

  • 17 · Travel

    total $13,333 · program services $11,578 · management and general $1,755

  • 19 · Conferences, conventions and meetings

    total $394,203 · program services $394,053 · management and general $150

  • 22 · Depreciation, depletion and amortization

    total $11,226 · management and general $11,226

  • 23 · Insurance

    total $5,173 · management and general $5,173

  • 24a · Other expenses: SUBCONTRACTORS AND PROF

    total $862,393 · program services $764,096 · management and general $27,278 · fundraising $71,019

  • 24b · Other expenses: COMMUNICATION

    total $754 · management and general $754

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,013,341 · end of year $410,950

  • 4 · Accounts receivable

    beginning of year $398,229 · end of year $4,420,640

  • 9 · Prepaid expenses and deferred charges

    beginning of year $42,688 · end of year $583

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

    $69,726

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

    $13,354

  • 10c · Land, buildings and equipment, net

    beginning of year $48,476 · end of year $56,372

  • 15 · Other assets

    beginning of year $64,175 · end of year $254,994

  • 17 · Accounts payable and accrued expenses

    beginning of year $770,351 · end of year $2,446,238

  • 25 · Other liabilities

    beginning of year $66,296 · end of year $247,628

  • 27 · Net assets without donor restrictions

    beginning of year $99,496 · end of year $34,201

  • 28 · Net assets with donor restrictions

    beginning of year $630,766 · end of year $2,415,472

Mission and programs · 2023

Mission

TO PROMOTE ECONOMIC AND WORKFORCE DEVELOPMENT STRATEGIES TO CREATE GOOD JOBS AND TO ENGAGE IN PROGRAMS AND ADVOCACY THAT ADVANCE WORKER EDUCATION AND TRAINING; TO DEVELOP INNOVATIVE DEMONSTRATION APPRENTICESHIP AND CAREER PATHWAY PROGRAMS IN ADVANCED MANUFACTURING

  • PARTNERSHIPS FOR ADVANCED MANUFACTURING APPRENTICESHIP: THE AFL-CIO WORKING FOR AMERICA INSTITUTE IS ENGAGED WITH LABOR, EMPLOYERS AS WELL AS NATIONAL STATE AND LOCAL INTERMEDIARIES IN EXPANDING HIGH-QUALITY APPRENTICESHIP, NOTABLY IN ADVANCED MANUFACTURING INCLUDING THE INDUSTRIAL MANUFACTURING TECHNICIAN (IMT) REGISTERED APPRENTICESHIP. WAI PROVIDES TECHNICAL ASSISTANCE TO BUILD CUSTOMIZED PROGRAMS, IS BUILDING A CURRICULUM TO PREPARE WORKERS FOR ENTRY-LEVEL JOBS IN MANUFACTURING, AND OPERATES DIRECT PROGRAMMING IN SELECT LOCALES.

    Expenses $1,112,708

  • LABOR ENERGY PARTNERSHIPS:FORMED IN 2020, THE LABOR ENERGY PARTNERSHIP IS A COLLABORATION BETWEEN THE EFI FOUNDATION AND THE AFL-CIO TO SUPPORT THE 7.5 MILLION WORKERS IN THE U.S. ENERGY SECTOR AND SPUR ECONOMIC GROWTH THROUGH RESEARCH TO IDENTIFY ACTIONABLE RECOMMENDATIONS FOR CLEAN ENERGY POLICY. TO ACHIEVE THIS, LEP DEVELOPS INNOVATIVE, TECHNICALLY SOUND, PLACE-BASED SOLUTIONS TO THE CLIMATE CRISIS THAT ARE ROOTED IN SOCIAL AND ECONOMIC JUSTICE, AND CREATES AND SUSTAINS HIGH-QUALITY, UNION JOBS. LEP REGULARLY CONDUCTS NEW AND POLICY-RELEVANT RESEARCH TO ADDRESS THE CLIMATE CRISIS AND SUPPORT WORKING PEOPLE ACROSS AMERICA.

    Expenses $177,028

  • WOMEN IN TRADES (WANTO): THE WOMEN IN ADVANCED MANUFACTURING (WAM) IS A TWO-YEAR PILOT PROGRAM FUNDED BY THE U.S. DEPARTMENT OF LABOR TO PROVIDE TECHNICAL ASSISTANCE TO EMPLOYERS AND LABOR UNIONS AND TO OFFER A PART-TIME PRE-APPRENTICESHIP TRAINING PROGRAM IN MANUFACTURING FOR UP TO 60 WOMEN IN GREATER BIRMINGHAM. COURSES ARE TAUGHT AT LAWSON STATE COMMUNITY COLLEGE. SUPPORT SERVICES, AS WELL AS CAREER COUNSELING AND MENTORSHIP, ARE OFFERED TO HELP THE PARTICIPANTS SUCCEED.

    Expenses $96,423

  • MANUFACTURING CORE CURRICULUM

    Expenses $64,298

  • JOBS FOR THE FUTURE

    Expenses $55,683

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Elizabeth H Schuler

    PRESIDENT

    Total calculated
    $382,351
    From this org
    $0
    From related orgs
    $280,616
    Other
    $101,735
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $272,250 related
    Bonus
    $0
    Other
    $0 + $8,366 related
    Deferred
    $0 + $65,340 related
    Nontaxable benefits
    $0 + $36,395 related
    Filer's total
    $0 + $382,351 related

  • Fredrick Redmond

    SECRETARY-TREASURER

    Total calculated
    $338,951
    From this org
    $0
    From related orgs
    $245,600
    Other
    $93,351
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $238,975 related
    Bonus
    $0
    Other
    $0 + $6,625 related
    Deferred
    $0 + $57,354 related
    Nontaxable benefits
    $0 + $35,997 related
    Filer's total
    $0 + $338,951 related

  • Terrence Melvin

    SECRETARY-TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Amanda Ballantyne

    EXECUTIVE DIRECTOR

    Total calculated
    $267,732
    From this org
    $0
    From related orgs
    $183,334
    Other
    $84,398
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $179,189 related
    Bonus
    $0 + $4,000 related
    Other
    $0 + $145 related
    Deferred
    $0 + $43,906 related
    Nontaxable benefits
    $0 + $40,492 related
    Filer's total
    $0 + $267,732 related

  • Elizabeth Weiss

    DEPUTY DIRECTOR

    Total calculated
    $190,743
    From this org
    $67,743
    From related orgs
    $67,742
    Other
    $55,258
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $67,693 + $67,692 related
    Bonus
    $0
    Other
    $50 + $50 related
    Deferred
    $19,050 + $19,050 related
    Nontaxable benefits
    $8,579 + $8,579 related
    Filer's total
    $95,372 + $95,371 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.

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202531359349304748

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