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Nonprofiteer
← THE AFL-CIO WORKING FOR AMERICA INSTITUTE

Form 990 for tax year 2022

Filed by THE AFL-CIO WORKING FOR AMERICA INSTITUTE.

Totals

Total revenue
$1,639,178
Total expenses
$1,840,500
Contributions and grants received
$1,639,178
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$1,566,909
Total liabilities, end of year
$836,647
Net assets or fund balances, end of year
$730,262
Program services expenses (Part IX)
$1,508,750
Management and general expenses
$331,750
Fundraising expenses
$0
Program service expenses (Part III)
$1,508,750

Program services were 82.0% 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.

  • 1e · Government grants (contributions)

    $1,228,672

  • 1f · All other contributions, gifts and grants

    $410,506

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $271,348 · program services $232,820 · management and general $38,528

  • 9 · Other employee benefits

    total $187,219 · program services $159,136 · management and general $28,083

  • 11b · Fees: legal

    total $2,867 · management and general $2,867

  • 11c · Fees: accounting

    total $95,777 · program services $1,000 · management and general $94,777

  • 11g · Fees: other

    total $24,325 · program services $4,063 · management and general $20,262

  • 13 · Office expenses

    total $13,511 · program services $3,380 · management and general $10,131

  • 14 · Information technology

    total $3,545 · management and general $3,545

  • 16 · Occupancy

    total $43,097 · program services $4,169 · management and general $38,928

  • 17 · Travel

    total $6,612 · program services $6,612

  • 19 · Conferences, conventions and meetings

    total $101,231 · program services $101,231

  • 22 · Depreciation, depletion and amortization

    total $1,093 · management and general $1,093

  • 23 · Insurance

    total $2,721 · management and general $2,721

  • 24a · Other expenses: SUBCONTRACTORS AND PROF

    total $1,048,632 · program services $970,252 · management and general $78,380

  • 24b · Other expenses: SUBSCRIPTIONS AND REGIS

    total $37,382 · program services $25,517 · management and general $11,865

  • 24c · Other expenses: COMMUNICATIONS

    total $1,140 · program services $570 · management and general $570

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $997,611 · end of year $1,013,341

  • 3 · Pledges and grants receivable

    beginning of year $113,620 · end of year $398,229

  • 9 · Prepaid expenses and deferred charges

    beginning of year $11,846 · end of year $42,688

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

    $50,604

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

    $2,128

  • 10c · Land, buildings and equipment, net

    beginning of year $7,840 · end of year $48,476

  • 15 · Other assets

    beginning of year $3,910 · end of year $64,175

  • 17 · Accounts payable and accrued expenses

    beginning of year $189,841 · end of year $770,351

  • 19 · Deferred revenue

    beginning of year $89,074

  • 25 · Other liabilities

    beginning of year $0 · end of year $66,296

  • 27 · Net assets without donor restrictions

    beginning of year $855,912 · end of year $99,496

  • 28 · Net assets with donor restrictions

    end of year $630,766

Mission and programs · 2022

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 AND TO DEVELOP AND STRENGTHEN LABOR AND MANAGEMENT PARTNERSHIPS IN WORKPLACE TRAINING AND APPRENTICESHIP.

  • APPRENTICESHIP AND WORK-BASED LEARNING. 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. THE INSTITUTE IS ALSO WORKING WITH LABOR, EMPLOYERS AND WORKFORCE INTERMEDIARIES AND EDUCATIONAL INSTITUTIONS TO DEVELOP APPRENTICESHIPS AND WORKFORCE DEVELOPMENT IN THE INFORMATION TECHNOLOGY HOSPITALITY AND OTHER INDUSTRIES.

    Expenses $943,957

  • ENERGY WORK. AFL-CIO WORKING FOR AMERICA INSTITUTE'S ENERGY PROGRAM IS FOCUSED ON PROMOTING BROAD-BASED CLIMATE SOLUTIONS, QUALITY JOB GROWTH AND RETENTION, AND SOCIAL EQUITY. IN THE REGARD, THE INSTITUTE HAS PARTNERED WITH OTHER ORGANIZATIONS TO SUPPORT THE LABOR ENERGY PARTNERSHIP (LEP). THIS PARTNERSHIP IS FOCUSED ON PUBLIC EDUCATION AND COMMUNICATIONS AND EXPANDING ENERGY POLICY WORK ON KEY ISSUES AROUND THE ENERGY TRANSITION. IN ADDITION, THE INTITUTE IS ALSO WORKING TO DEVELOP A SUITE OF CONCRETE POLICY PROPOSALS FOR KEY DECARBONIZING TECHNOLOGIES.

    Expenses $480,626

  • Expenses $84,167

As filed on the 2022 return.

Listed in Part VII

  • ELIZABETH H SCHULER

    PRESIDENT

    Total calculated
    $381,867
    From this org
    $0
    From related orgs
    $272,250
    Other
    $109,617
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $272,250 related
    Bonus
    $0
    Other
    $0 + $9,391 related
    Deferred
    $0 + $65,340 related
    Nontaxable benefits
    $0 + $34,886 related
    Filer's total
    $0 + $381,867 related

  • AMANDA BALLANTYNE

    EXECUTIVE DIRECTOR

    Total calculated
    $234,443
    From this org
    $0
    From related orgs
    $157,353
    Other
    $77,090
    Hours/week
    7.5 + 32.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $157,353 related
    Bonus
    $0
    Other
    $0 + $126 related
    Deferred
    $0 + $38,665 related
    Nontaxable benefits
    $0 + $38,299 related
    Filer's total
    $0 + $234,443 related

  • FRED REDMOND

    SECRETARY-TREASURER

    Total calculated
    $338,493
    From this org
    $0
    From related orgs
    $238,975
    Other
    $99,518
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $238,975 related
    Bonus
    $0
    Other
    $0 + $7,676 related
    Deferred
    $0 + $57,354 related
    Nontaxable benefits
    $0 + $34,488 related
    Filer's total
    $0 + $338,493 related

  • TERRY MELVIN

    BOARD MEMBER

    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. 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
2022
Filed
17 April 2024
IRS schema version
2022v5.0
Source object
202411099349300111

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