Form 990 for tax year 2023
Filed by E C HALLBECK MEMORIAL SCHOLARSHIP FUND.
Totals
- Total revenue
- $23,184
- Total expenses
- $81,320
- Contributions and grants received
- $0
- Grants paid
- $76,000
- Program service revenue
- $0
- Investment income
- $23,134
- Other revenue
- $50
- Total assets, end of year
- $911,673
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $911,673
- Program services expenses (Part IX)
- $76,000
- Management and general expenses
- $5,320
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $76,000
Program services were 93.5% 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.
-
3 · Investment income
total $30,270 · excluded $30,270
-
7a · Gross sales of assets other than inventory
securities $80,000
-
7b · Less cost or other basis and sales expenses
securities $87,136
-
7c · Gain or loss
securities -$7,136
-
7d · Net gain or loss
total -$7,136 · excluded -$7,136
-
11d · All other revenue
total $50 · related or exempt $50
-
11e · Other revenue, total
$50
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $76,000 · program services $76,000
-
11f · Fees: investment management
total $2,575 · management and general $2,575
-
13 · Office expenses
total $2,745 · management and general $2,745
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $53,130 · end of year $51,860
-
2 · Savings and temporary cash investments
beginning of year $7,065 · end of year $7,413
-
4 · Accounts receivable
beginning of year $24 · end of year $696
-
11 · Investments: publicly traded securities
beginning of year $842,857 · end of year $851,704
-
28 · Net assets with donor restrictions
beginning of year $903,076 · end of year $911,673
Mission and programs · 2023
Mission
TO GRANT COLLEGE SCHOLARSHIPS TO QUALIFIED DEPENDENTS OF MEMBERS OF THE AMERICAN POSTAL WOKERS UNION.
Activities or mission (Part I)
TO AWARD SCHOLARSHIPS TO DEPENDENTS OF UNION MEMBERS IN ORDER TO ENABLE THE RECIPIENTS TO ATTEND ACCREDITED POST-SECONDARY EDUCATIONAL INSTITUTIONS.
-
TO GRANT COLLEGE SCHOLARSHIPS TO QUALIFIED DEPENDENTS OF MEMBERS OF THE AMERICAN POSTAL WORKERS UNION.
Expenses $76,000 · Grants $76,000
As filed on the 2023 return.
Listed in Part VII
-
MARK DIMONDSTEIN
PRESIDENT
- Total calculated
- $219,000
- From this org
- $0
- From related orgs
- $187,929
- Other
- $31,071
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $182,769 related
- Bonus
- $0
- Other
- $0 + $5,160 related
- Deferred
- $0 + $31,071 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $219,000 related
-
ELIZABETH POWELL
SECRETARY-TREASURER
- Total calculated
- $200,797
- From this org
- $0
- From related orgs
- $173,352
- Other
- $27,445
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $161,442 related
- Bonus
- $0
- Other
- $0 + $11,910 related
- Deferred
- $0 + $27,445 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $200,797 related
-
DEBORAH SZEREDY
EXECUTIVE VICE-PRESIDENT
- Total calculated
- $191,467
- From this org
- $0
- From related orgs
- $164,022
- Other
- $27,445
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $161,442 related
- Bonus
- $0
- Other
- $0 + $2,580 related
- Deferred
- $0 + $27,445 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $191,467 related
-
SHARYN STONE
FORMER CENTRAL RGNL COORDINATOR
- Total calculated
- $104,564
- From this org
- $0
- From related orgs
- $94,362
- Other
- $10,202
- Hours/week
- 1 + 39 related
-
AMY PUHALSKI
CENTRAL RGNL COORDINATOR
- Total calculated
- $87,713
- From this org
- $0
- From related orgs
- $73,198
- Other
- $14,515
- Hours/week
- 1 + 39 related
-
LAMONT BROOKS
DIRECTOR CLERK DIVISION
- Total calculated
- $185,785
- From this org
- $0
- From related orgs
- $160,475
- Other
- $25,310
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $148,881 related
- Bonus
- $0
- Other
- $0 + $11,594 related
- Deferred
- $0 + $25,310 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $185,785 related
-
CHARLES CASH
DIRECTOR INDUSTRIAL RELATIONS
- Total calculated
- $202,296
- From this org
- $0
- From related orgs
- $159,802
- Other
- $42,494
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $148,670 related
- Bonus
- $0
- Other
- $0 + $11,132 related
- Deferred
- $0 + $25,274 related
- Nontaxable benefits
- $0 + $17,220 related
- Filer's total
- $0 + $202,296 related
-
IDOWU BALOGUN
DIRECTOR MAINTENANCE DIV
- Total calculated
- $184,365
- From this org
- $0
- From related orgs
- $159,010
- Other
- $25,355
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $149,148 related
- Bonus
- $0
- Other
- $0 + $9,862 related
- Deferred
- $0 + $25,355 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $184,365 related
-
MICHAEL FOSTER
DIRECTOR MOTOR VEHICLE
- Total calculated
- $185,646
- From this org
- $0
- From related orgs
- $160,331
- Other
- $25,315
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $148,912 related
- Bonus
- $0
- Other
- $0 + $11,419 related
- Deferred
- $0 + $25,315 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $185,646 related
-
ARRION BROWN
DIRECTOR SUPPORT SERVICES
- Total calculated
- $203,013
- From this org
- $0
- From related orgs
- $160,519
- Other
- $42,494
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $148,670 related
- Bonus
- $0
- Other
- $0 + $11,849 related
- Deferred
- $0 + $25,274 related
- Nontaxable benefits
- $0 + $17,220 related
- Filer's total
- $0 + $203,013 related
-
ARTHUR JONES
EASTERN RGNL COORDINATOR
- Total calculated
- $173,444
- From this org
- $0
- From related orgs
- $136,194
- Other
- $37,250
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $126,050 related
- Bonus
- $0 + $2,750 related
- Other
- $0 + $7,394 related
- Deferred
- $0 + $21,428 related
- Nontaxable benefits
- $0 + $15,822 related
- Filer's total
- $0 + $173,444 related
-
KENNITH BEASLEY
FORMER SOUTHERN REGNL COORDINATOR
- Total calculated
- $60,465
- From this org
- $0
- From related orgs
- $57,927
- Other
- $2,538
- Hours/week
- 1 + 39 related
-
TIFFANY FOSTER
NORTHEAST RGNL COORDINATOR
- Total calculated
- $162,135
- From this org
- $0
- From related orgs
- $133,444
- Other
- $28,691
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $126,050 related
- Bonus
- $0
- Other
- $0 + $7,394 related
- Deferred
- $0 + $21,428 related
- Nontaxable benefits
- $0 + $7,263 related
- Filer's total
- $0 + $162,135 related
-
YARED WONDE
SOUTHERN REGNL COORDINATOR
- Total calculated
- $163,301
- From this org
- $0
- From related orgs
- $126,050
- Other
- $37,251
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $126,050 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $21,429 related
- Nontaxable benefits
- $0 + $15,822 related
- Filer's total
- $0 + $163,301 related
-
OMAR GONZALEZ
WESTERN RGNL COORDINATOR
- Total calculated
- $170,694
- From this org
- $0
- From related orgs
- $133,444
- Other
- $37,250
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $126,050 related
- Bonus
- $0
- Other
- $0 + $7,394 related
- Deferred
- $0 + $21,428 related
- Nontaxable benefits
- $0 + $15,822 related
- Filer's total
- $0 + $170,694 related
-
JASON TREIER
ASST DIR B MAINT DIV
- Total calculated
- $174,917
- From this org
- $0
- From related orgs
- $151,071
- Other
- $23,846
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $140,268 related
- Bonus
- $0
- Other
- $0 + $10,803 related
- Deferred
- $0 + $23,846 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $174,917 related
-
SAM LISENBE
ASST DIRECTOR A CLERK DIV
- Total calculated
- $176,748
- From this org
- $0
- From related orgs
- $152,636
- Other
- $24,112
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $141,833 related
- Bonus
- $0
- Other
- $0 + $10,803 related
- Deferred
- $0 + $24,112 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $176,748 related
-
KENNETH PRINZ
ASST DIRECTOR MVS
- Total calculated
- $147,892
- From this org
- $0
- From related orgs
- $131,482
- Other
- $16,410
- Hours/week
- 1 + 39 related
-
TERRY MARTINEZ
ASST DIRECTOR A MAINT DIV
- Total calculated
- $175,623
- From this org
- $0
- From related orgs
- $151,675
- Other
- $23,948
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $140,872 related
- Bonus
- $0
- Other
- $0 + $10,803 related
- Deferred
- $0 + $23,948 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $175,623 related
-
LYNN PALLAS BARBER
ASST DIRECTOR B CLERK DIV
- Total calculated
- $172,896
- From this org
- $0
- From related orgs
- $148,969
- Other
- $23,927
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $140,746 related
- Bonus
- $0
- Other
- $0 + $8,223 related
- Deferred
- $0 + $23,927 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $172,896 related
-
SARAH RODRIGUEZ
DIRECTOR HEALTH PLAN
- Total calculated
- -$220
- From this org
- $0
- From related orgs
- $0
- Other
- -$220
- Hours/week
- 1 + 39 related
-
DALEO FREEMAN
DIRECTOR HUMAN RELATIONS
- Total calculated
- $192,137
- From this org
- $0
- From related orgs
- $151,071
- Other
- $41,066
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $140,268 related
- Bonus
- $0
- Other
- $0 + $10,803 related
- Deferred
- $0 + $23,846 related
- Nontaxable benefits
- $0 + $17,220 related
- Filer's total
- $0 + $192,137 related
-
JUDY BEARD
DIRECTOR LEGISLATIVE DEPT
- Total calculated
- $185,821
- From this org
- $0
- From related orgs
- $160,506
- Other
- $25,315
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $148,912 related
- Bonus
- $0
- Other
- $0 + $11,594 related
- Deferred
- $0 + $25,315 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $185,821 related
-
ANNA SMITH
DIRECTOR ORGANIZATION DEPT
- Total calculated
- $185,542
- From this org
- $0
- From related orgs
- $151,071
- Other
- $34,471
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $140,268 related
- Bonus
- $0
- Other
- $0 + $10,803 related
- Deferred
- $0 + $23,846 related
- Nontaxable benefits
- $0 + $10,625 related
- Filer's total
- $0 + $185,542 related
-
JOYCE ROBINSON
DIRECTOR RESEARCH & EDUC
- Total calculated
- $173,307
- From this org
- $0
- From related orgs
- $149,420
- Other
- $23,887
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $140,510 related
- Bonus
- $0
- Other
- $0 + $8,910 related
- Deferred
- $0 + $23,887 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $173,307 related
-
NANCY OLUMEKOR
DIRECTOR RETIREE DEPT
- Total calculated
- $150,342
- From this org
- $0
- From related orgs
- $128,872
- Other
- $21,470
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $126,292 related
- Bonus
- $0
- Other
- $0 + $2,580 related
- Deferred
- $0 + $21,470 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $150,342 related
-
STEPHEN BOOKS
DIRECTOR SUPPORT SERVICES
- Total calculated
- $34,858
- From this org
- $0
- From related orgs
- $34,858
- Other
- $0
- Hours/week
- 1 + 39 related
-
GARRETT LANGLEY
DIRECTOR-HEALTH PLAN
- Total calculated
- $108,531
- From this org
- $0
- From related orgs
- $80,433
- Other
- $28,098
- Hours/week
- 1 + 39 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
The filer's explanations (Part III)
- PART I, LINE 3
- THE ORGANIZATION'S PRESIDENT IS COMPENSATED BY A RELATED ORGANIZATION, AND THE PRESIDENT'S COMPENSATION IS DETERMINED BY THE BOARD OF THAT RELATED ORGANIZATION.
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.
-
AMERICAN POSTAL WORKERS UNION AFL-CIO
501(C)(5) · LABOR UNION · DC
-
501(C)(2) · OWNS THE APWU HEADQUARTERS BUILDING · DC
Directly controlled by APWU
-
APWU COMMITTEE ON POLITICAL ACTION
527 · SEPARATE SEGREGATED FUND · DC
Directly controlled by APWU
-
501(C)(9) · HEALTH PLAN TO ALL MEMBERS, RETIREES AND ELIGIBLE DEPENDENTS · DC
Directly controlled by APWU
-
APWU COMMITTEE ON POLITICAL EDUCATION
527 · SEPARATE SEGREGATED FUND · DC
Directly controlled by APWU
-
APWU OFFICERS QUALIFIED RETIREMENT PLAN
401(B) · DEFINED BENEFIT PLAN · DC
Directly controlled by APWU
-
APWU EMPLOYEES' RETIREMENT PLAN
401(B) · DEFINED BENEFIT PLAN · DC
Directly controlled by APWU
-
APWU EMPLOYEES' RETIREMENT 401K PLAN
401(K) · DEFINED CONTRIBUTION PLAN · DC
Directly controlled by APWU
-
401(K) · DEFINED CONTRIBUTION PLAN · DC
Directly controlled by APWU
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 29 July 2024
- IRS schema version
- 2023v5.1
- Source object
- 202422119349301057
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