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← SOCIAL SECURITY WORKS EDUCATION FUND

Form 990 for tax year 2022

Filed by SOCIAL SECURITY WORKS EDUCATION FUND.

Totals

Total revenue
$509,170
Total expenses
$843,663
Contributions and grants received
$508,834
Grants paid
$0
Program service revenue
$0
Investment income
$336
Other revenue
$0
Total assets, end of year
$206,512
Total liabilities, end of year
-$4,966
Net assets or fund balances, end of year
$211,478
Program services expenses (Part IX)
$725,023
Management and general expenses
$104,681
Fundraising expenses
$13,959
Program service expenses (Part III)
$725,023

Program services were 85.9% 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

    $508,834

  • 3 · Investment income

    total $336 · excluded $336

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $532,171 · program services $478,932 · management and general $42,572 · fundraising $10,667

  • 9 · Other employee benefits

    total $164,222 · program services $147,793 · management and general $13,137 · fundraising $3,292

  • 11c · Fees: accounting

    total $1,200 · management and general $1,200

  • 11g · Fees: other

    total $131,558 · program services $91,958 · management and general $39,600

  • 17 · Travel

    total $354 · management and general $354

  • 23 · Insurance

    total $3,528 · management and general $3,528

  • 24a · Other expenses: COMMUNICATIONS

    total $6,250 · program services $6,250

  • 24b · Other expenses: PAYROLL FEES

    total $2,206 · management and general $2,206

  • 24c · Other expenses: SUPPLIES

    total $806 · management and general $806

  • 24d · Other expenses: DUES & SUBSCRIPTIONS

    total $700 · management and general $700

  • 24e · All other expenses

    total $668 · program services $90 · management and general $578

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $681,123 · end of year $205,806

  • 4 · Accounts receivable

    beginning of year $234 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,396 · end of year $706

  • 17 · Accounts payable and accrued expenses

    beginning of year $136,865 · end of year -$4,966

  • 27 · Net assets without donor restrictions

    beginning of year $549,888 · end of year $211,478

Mission and programs · 2022

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 $725,023

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

Listed in Part VII

  • Eric Kingson

    CHAIR

    Total calculated
    $0
    Hours/week
    8 + 8 related

  • Nancy Altman

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • Jonathan Ball

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • Richard Arenberg

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kathleen Currie

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Alexander R Lawson

    EXECUTIVE DIR.

    Total calculated
    $209,922
    From this org
    $171,757
    From related orgs
    $0
    Other
    $38,165
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $171,757
    Bonus
    $0
    Other
    $0
    Deferred
    $8,288
    Nontaxable benefits
    $29,877
    Filer's total
    $209,922

  • Michael M Phelan

    OFFICER

    Total calculated
    $202,810
    From this org
    $156,143
    From related orgs
    $0
    Other
    $46,667
    Hours/week
    8 + 40 related

    Schedule J breakdown matched by us

    Base
    $156,143
    Bonus
    $0
    Other
    $0
    Deferred
    $16,790
    Nontaxable benefits
    $29,877
    Filer's total
    $202,810

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.

  • SOCIAL SECURITY WORKS

    501(C)(4) · ADVOCACY ON ISSUES RE SOCIAL SECURITY · DC

    Directly controlled by SOCIAL SECURITY WORKS

  • SOCIAL SECURITY WORKS PAC

    527 · SUPPORT SOCIAL SECURITY · DC

    Directly controlled by SOCIAL SECURITY WORKS

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202343199349303929

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