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Nonprofiteer
← ALBERT SHANKER INSTITUTE

Form 990 for tax year 2023

Filed by ALBERT SHANKER INSTITUTE.

Totals

Total revenue
$1,427,066
Total expenses
$1,441,929
Contributions and grants received
$999,647
Grants paid
$0
Program service revenue
$0
Investment income
$427,419
Other revenue
$0
Total assets, end of year
$9,178,571
Total liabilities, end of year
$710,271
Net assets or fund balances, end of year
$8,468,300
Program services expenses (Part IX)
$1,330,613
Management and general expenses
$111,316
Fundraising expenses
$0
Program service expenses (Part III)
$1,330,613

Program services were 92.3% 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

    $998,647

  • 1f · All other contributions, gifts and grants

    $1,000

  • 3 · Investment income

    total $173,424 · excluded $173,424

  • 7a · Gross sales of assets other than inventory

    securities $1,868,442

  • 7b · Less cost or other basis and sales expenses

    securities $1,614,447

  • 7c · Gain or loss

    securities $253,995

  • 7d · Net gain or loss

    total $253,995 · excluded $253,995

Functional expenses

Part IX, the statement of functional expenses.

  • 11c · Fees: accounting

    total $26,050 · program services $150 · management and general $25,900

  • 11f · Fees: investment management

    total $33,920 · management and general $33,920

  • 11g · Fees: other

    total $51,650 · program services $51,650

  • 13 · Office expenses

    total $15,038 · program services $15,038

  • 14 · Information technology

    total $15,440 · program services $15,440

  • 17 · Travel

    total $31,382 · program services $30,858 · management and general $524

  • 19 · Conferences, conventions and meetings

    total $10,811 · program services $10,678 · management and general $133

  • 24a · Other expenses: ADMINISTRATIVE AND PROG

    total $1,191,161 · program services $1,145,172 · management and general $45,989

  • 24b · Other expenses: DUES & SUBSCRIPTIONS

    total $33,578 · program services $33,578

  • 24e · All other expenses

    total $32,899 · program services $28,049 · management and general $4,850

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $170,652 · end of year $79,689

  • 2 · Savings and temporary cash investments

    beginning of year $104,536 · end of year $108,496

  • 4 · Accounts receivable

    beginning of year $2,422 · end of year $2,422

  • 11 · Investments: publicly traded securities

    beginning of year $7,340,365 · end of year $8,245,446

  • 12 · Investments: other securities

    beginning of year $407,707 · end of year $491,180

  • 15 · Other assets

    beginning of year $14,114 · end of year $251,338

  • 17 · Accounts payable and accrued expenses

    beginning of year $10,643 · end of year $10,454

  • 25 · Other liabilities

    beginning of year $158,871 · end of year $699,817

  • 27 · Net assets without donor restrictions

    beginning of year $7,513,987 · end of year $8,182,905

  • 28 · Net assets with donor restrictions

    beginning of year $356,295 · end of year $285,395

Mission and programs · 2023

Mission

THE ALBERT SHANKER INSTITUTE WAS FORMED TO CARRY ON, CONDUCT, AND SPONSOR STUDY AND RESEARCH IN EDUCATION AND RELATED FIELDS, WITH THE OBJECTIVE OF INFORMING EMPLOYERS, UNIONS, EDUCATORS, LABOR AND OTHERS OF ITS FINDINGS.

  • DEMOCRACY - PROMOTES DISCUSSIONS AND SPONSORS RESEARCH ON NEW CHALLENGES FACING THE WORLD'S DEMOCRACIES, WITH AN EMPHASIS ON THE ROLE OF FREEDOM OF ASSOCIATION, UNIONS AND OTHER CIVIC INSTITUTIONS, AND UNIVERSAL EDUCATION IN A DEMOCRATIC SOCIETY.

    Expenses $221,986

  • EDUCATION - PROMOTES DISCUSSIONS AND SPONSORING RESEARCH ON NEW AND WORKABLE APPROACHES TO IMPROVING PUBLIC EDUCATION IN AMERICA

    Expenses $777,506

  • LABOR - PROFESSIONALS FACE ISSUES SUCH AS DESIRES TO IMPROVE QUALITY OF WORK, KEEP PACE WITH TECHNOLOGY AND THE GLOBALIZATION OF THE ECONOMY AND WORKPLACE FLEXIBILITY. THE INSTITUTE PROMOTES DISCUSSION AND SPONSORS RESEARCH TO EXPLORE NEW STRUCTURES AND ROLES FOR UNIONS WITH REGARD TO THESE CHALLENGES.

    Expenses $123,065

  • CROSS THEMED PROGRAMS - DESIGNED TO GIVE THE INSTITUTE THE FLEXIBILITY TO RESPOND TO PROGRAM OPPORTUNITIES THAT ARISE DURING THE COURSE OF THE FISCAL YEAR. THESE PROGRAMS USUALLY FALL WITHIN BOARD-APPROVED THEMES AND PROGRAM DIRECTIONS.

    Expenses $208,056

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

Listed in Part VII

  • Randi Weingarten

    PRESIDENT

    Total calculated
    $601,279
    From this org
    $0
    From related orgs
    $483,682
    Other
    $117,597
    Hours/week
    70

    Schedule J breakdown matched by us

    Base
    $0 + $447,149 related
    Bonus
    $0
    Other
    $0 + $36,533 related
    Deferred
    $0 + $89,848 related
    Nontaxable benefits
    $0 + $27,749 related
    Filer's total
    $0 + $601,279 related

  • Fedrick Ingram

    SECRETARY-TREASURER

    Total calculated
    $464,664
    From this org
    $0
    From related orgs
    $377,845
    Other
    $86,819
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $293,978 related
    Bonus
    $0
    Other
    $0 + $83,867 related
    Deferred
    $0 + $59,070 related
    Nontaxable benefits
    $0 + $27,749 related
    Filer's total
    $0 + $464,664 related

  • Evelyn Dejesus

    BOARD MEMBER

    Total calculated
    $375,520
    From this org
    $0
    From related orgs
    $292,011
    Other
    $83,509
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $277,505 related
    Bonus
    $0
    Other
    $0 + $14,506 related
    Deferred
    $0 + $55,760 related
    Nontaxable benefits
    $0 + $27,749 related
    Filer's total
    $0 + $375,520 related

  • Mary Ricker

    EXECUTIVE DIRECTOR

    Total calculated
    $307,492
    From this org
    $0
    From related orgs
    $232,743
    Other
    $74,749
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $224,497 related
    Bonus
    $0 + $2,000 related
    Other
    $0 + $6,246 related
    Deferred
    $0 + $45,765 related
    Nontaxable benefits
    $0 + $28,984 related
    Filer's total
    $0 + $307,492 related

  • Edith Bond

    DEPUTY DIRECTOR

    Total calculated
    $168,762
    From this org
    $0
    From related orgs
    $134,040
    Other
    $34,722
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $130,040 related
    Bonus
    $0 + $2,000 related
    Other
    $0 + $2,000 related
    Deferred
    $0 + $26,351 related
    Nontaxable benefits
    $0 + $8,371 related
    Filer's total
    $0 + $168,762 related

  • Matthew Di Carlo

    ASSISTANT DIRECTOR

    Total calculated
    $219,583
    From this org
    $0
    From related orgs
    $160,121
    Other
    $59,462
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $152,366 related
    Bonus
    $0 + $2,000 related
    Other
    $0 + $5,755 related
    Deferred
    $0 + $32,000 related
    Nontaxable benefits
    $0 + $27,462 related
    Filer's total
    $0 + $219,583 related

  • Esther Quintero

    ASSISTANT DIRECTOR

    Total calculated
    $218,295
    From this org
    $0
    From related orgs
    $157,966
    Other
    $60,329
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $152,366 related
    Bonus
    $0 + $2,000 related
    Other
    $0 + $3,600 related
    Deferred
    $0 + $31,389 related
    Nontaxable benefits
    $0 + $28,940 related
    Filer's total
    $0 + $218,295 related

  • Victoria Thomas

    ADMINISTRATIVE ASSISTANT

    Total calculated
    $157,631
    From this org
    $0
    From related orgs
    $108,588
    Other
    $49,043
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $94,190 related
    Bonus
    $0 + $4,360 related
    Other
    $0 + $10,038 related
    Deferred
    $0 + $20,484 related
    Nontaxable benefits
    $0 + $28,559 related
    Filer's total
    $0 + $157,631 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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • CAPITOL PLACE I ASSOCIATES LIMITED PARTNERSHIP

    RELATED · REAL ESTATE RENTAL · DC

    Directly controlled by AMERICAN FEDERATION OF TEACHERS AFL-CIO

Provenance

Return type
form_990
Tax year
2023
Filed
8 April 2025
IRS schema version
2023v6.0
Source object
202540989349300209

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