2025-05-01T18:50:49-05:00 2024-06-30 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2023-07-01 360725240 AMERICAN FEDERATION OF TEACHERS AFL-CIO PARENT ORGANIZATION AMER 2028794509 555 NEW JERSEY AVENUE NW WASHINGTON DC 20001 FEDRICK INGRAM SECRETARY-TREASURER 2028794509 2025-05-01 1 1 ERIN CRANMER P01712644 2023319880 2025-04-29 2023 2025-03-06 01:10:19Z RANDI WEINGARTEN 555 NEW JERSEY AVENUE NW WASHINGTON DC 20001 231186176 0 X WWW.AFT.ORG X 1916 DC THE AMERICAN FEDERATION OF TEACHERS, AFL-CIO (THE FEDERATION) IS COMMITTED TO ADVANCING AN AGENDA THAT PROVIDES EDUCATIONAL OPPORTUNITY, LIFTS THE DISADVANTAGED, REBUILDS THE MIDDLE CLASS, IMPROVES THE AMERICAN ECONOMY AND PUBLIC INFRASTRUCTURE, AND FOSTERS THE DEMOCRATIC PRINCIPLES OF RESPECT, DIGNITY AND ECONOMIC SECURITY FOR ALL THOSE WHO CALL AMERICA HOME AND SEEK THE AMERICAN DREAM. THE FEDERATION, WORKING WITH LOCAL AND STATE AFFILIATES, SEEKS TO ENSURE THAT THE EDUCATORS, HEALTHCARE PROVIDERS AND PUBLIC EMPLOYEES WHO MAKE UP OUR MEMBERSHIP HAVE THE TOOLS AND RESOURCES THEY NEED TO MAKE THIS VISION A REALITY. THE MAJOR SOURCE OF REVENUE TO THE FEDERATION IS PER CAPITA TAXES PAID BY LOCALS. 45 42 371 0 0 0 0 0 208996252 215730854 1080188 2341480 961270 10896 211037710 218083230 1335975 1255411 0 0 64499223 72003035 0 0 0 154339811 148338905 220175009 221597351 -9137299 -3514121 130768085 128563305 74852744 79448250 55915341 49115055 SEE STATEMENT FOR PART I, LINE 1 0 0 GENERAL MEMBERSHIP SERVICES: PROVIDED VARIOUS SERVICES AND SUPPORT TO APPROXIMATELY 1.7 MILLION MEMBERS IN 3,600 LOCAL AFFILIATES, INCLUDING EDUCATIONAL PROGRAMS, PUBLICATIONS AND ACCESS TO OTHER COMMUNICATIONS, INSURANCE PROGRAMS AND OTHER MEMBER BENEFITS, COLLECTIVE BARGAINING ADVICE AND RESEARCH. CONFERENCES AND MEMBER ENGAGEMENT: PROVIDED ASSISTANCE VIA CONFERENCES AND TRAININGS TO STATE AND LOCAL AFFILIATES ON MEMBER ENGAGEMENT, COMMUNITY ENGAGEMENT, COLLECTIVE BARGAINING AND REPRESENTATION CAMPAIGNS, UNION ADMINISTRATION AND PROFESSIONAL ISSUES. MEMBER RECRUITMENT WITHIN EXISTING LOCALS AND ORGANIZING OF NEW AFFILIATES 0 0 1 1 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 508 0 1 371 1 0 0 0 0 0 0 0 0 X 45 42 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 2023935698 555 NEW JERSEY AVENUE NW WASHINGTON DC 20001 RANDI WEINGARTEN PRESIDENT 61.00 9.00 X X 474951 0 117597 EVELYN DEJESUS EXEC VICE PRES. 50.00 10.00 X X 292823 0 83509 FEDRICK C INGRAM SECRETARY-TREASURER 50.00 10.00 X X 372146 0 86819 ADAM URBANSKI VICE PRES. 5.00 X X 0 0 0 AMANDA CURTIS VICE PRES. 5.00 X X 0 0 0 ANDREW SPAR VICE PRES. 5.00 X X 0 0 0 ANDREW PALLOTTA VICE PRES. 5.00 X X 0 0 0 ARTHUR STEINBERG VICE PRES. 5.00 X X 0 0 0 ANTHONY HARMON VICE PRES. 5.00 X X 0 0 0 CARL WILLIAMS VICE PRES. 5.00 X X 0 0 0 DANIEL J MONTGOMERY VICE PRES. 5.00 X X 0 0 0 DAVID GRAY VICE PRES. 5.00 X X 0 0 0 DAVID HECKER VICE PRES. 5.00 X X 0 0 0 DEBBIE WHITE VICE PRES. 5.00 X X 0 0 0 DENISE SPECHT VICE PRES. 5.00 X X 0 0 0 DR IRENE MULVEY VICE PRES. 5.00 X X 0 0 0 DONNA PHILLIPS VICE PRES. 5.00 X X 0 0 0 FRANK FLYNN VICE PRES. 5.00 X X 0 0 0 FREDERICK KOWAL VICE PRES. 5.00 X X 0 0 0 J PHILLIPPE ABRAHAM VICE PRES. 5.00 X X 0 0 0 JAN HOCHADEL VICE PRES. 5.00 X X 0 0 0 JEFFREY M FREITAS VICE PRES. 5.00 X X 0 0 0 JERRY JORDAN VICE PRES. 5.00 X X 0 0 0 FREDERICK R ALBERT VICE PRES. 5.00 X X 0 0 0 JESSICA TANG VICE PRES. 5.00 X X 0 0 0 JAMES DAVIS VICE PRES. 5.00 X X 0 0 0 GLENEVA DUNHAM VICE PRES. 5.00 X X 0 0 0 JOLENE DIBRANGO VICE PRES. 5.00 X X 0 0 0 KARLA HERNANDEZ VICE PRES. 5.00 X X 0 0 0 KATHY A CHAVEZ VICE PRES. 5.00 X X 0 0 0 LARRY CARTER VICE PRES. 5.00 X X 0 0 0 KARA MCCORMICK-LYONS VICE PRES. 5.00 X X 0 0 0 JUAN RAMIREZ VICE PRES. 5.00 X X 0 0 0 STACEY DAVIS GATES VICE PRES. 5.00 X X 0 0 0 MELISSA CROPPER VICE PRES. 5.00 X X 0 0 0 MICHAEL MULGREW VICE PRES. 5.00 X X 0 0 0 RON GROSS VICE PRES. 5.00 X X 0 0 0 SHELVY Y ABRAMS VICE PRES. 5.00 X X 0 0 0 SHARI OBRENSKI VICE PRES. 5.00 X X 0 0 0 TERRENCE MARTIN VICE PRES. 5.00 X X 0 0 0 SARAH WOFFORD VICE PRES. 5.00 X X 0 0 0 VICKY BYRD VICE PRES. 5.00 X X 0 0 0 WAYNE SPENCE VICE PRES. 5.00 X X 0 0 0 ZEPH CAPO VICE PRES. 5.00 X X 0 0 0 DONNA CHIERA VICE PRES. 5.00 X X 0 0 0 DARRIN NEDROW DIRECTOR OF ORGANIZATION A 60.00 X 276413 0 80721 JESSICA SMITH DIR OF UNION LEADERSHIP IN 60.00 X 270837 0 84592 MICHAEL S POWELL ASSIST. TO PRES. FOR COMMU 60.00 X 263371 0 68689 MICHELLE A RINGUETTE ASSIST. TO PRES. FOR OFFICE OF THE PRESIDENT 60.00 X 252469 0 77364 ANN J MITCHELL ASSIST. TO PRES. FOR FIELD 60.00 X 244229 0 75555 2447239 0 674846 275 0 1 0 TAG 1 CONSULTING 7901 4TH STREET STE 5853 ST PETERSBURG FL 33702 IT MANAGEMENT 3239247 SELENDY GAY ELSBERG PLLC 1290 AVE OF THE AMERICAS NEW YORK NY 10104 LEGAL SERVICES 2623559 GROUNDSWELL PUBLIC STRATEGIES INC 220 SE 6TH STREET - SUITE 330 DES MOINES IA 50309 AD AGENCY 2033771 FREEMAN DECORATING PO BOX 734596 DALLAS TX 75373 IT MANAGEMENT 1451322 MOSAIC 4801 VIEWPOINT PLACE CHEVERLY MD 20781 PRINTER 1058444 28 MEMBERSHIP DUES 900099 208823479 208823479 PROGRAM ADMINISTRATION 900099 2754769 2754769 AFFILIATION FEE REBATE 900099 2147000 2147000 INSURANCE PREMIUMS 900099 1538433 1538433 POSTRETIREMENT BENEFIT CREDIT 900099 345528 345528 121645 121645 215730854 1929511 1929511 29 29 13514915 13102946 411969 411969 411969 REFUNDS-DEFUNCT LOCAL UNIONS 900099 10867 10867 10867 218083230 215741721 0 2341509 1255411 1313104 44296202 8726306 14148922 3518501 9865280 33151 12814357 3669061 5531240 770686 292707 11739074 2909879 12667759 1667194 3244199 ASSISTANCE TO LOCALS 42866547 CONTRIBUTIONS 36115268 SUBSCRIPTIONS AND MEMBE 1654676 2497827 221597351 13374273 17052691 41836203 31778995 3618221 2962131 2270283 4433977 26640624 22723306 3503400 3917318 49996918 51804997 15472362 15248216 696425 1364980 130768085 128563305 21004514 22610449 72378 58072 53775852 56779729 74852744 79448250 X 55915341 49115055 55915341 49115055 130768085 128563305 -3514121 -3286165 0 X X 0 1 X 1 0 AFT SOLIDARITY 527 555 NEW JERSEY AVE NW WASHINGTON DC 20001 273202261 9142659 1 0 0 1603953 1598522 5431 24751522 20918889 3832633 285149 205895 79254 3917318 15248216 C 15248216 ACCRUED EXPENSES AND OTHER LIABILITIES 22281854 ESTIMATED SELF-INSURANCE RESERVE 1000000 ACCRUED PENSION LIABILITY 9659461 ACCRUED POSTRETIREMENT HEALTHCARE COSTS 22446585 LEASE LIABILITY - OPERATING LEASES 101520 LEASE LIABILITY - FINANCE LEASES 1290309 56779729 X 228666165 -3286165 13902251 10616086 218050079 33151 33151 218083230 235068561 13504361 13504361 221564200 33151 33151 221597351 PART X, LINE 2: THE FEDERATION ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FEDERATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2024, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE OF CONSOLIDATED SUBSIDIARY 13,902,251. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF CONSOLIDATED SUBSIDIARY 13,504,361. 0 THE ALBERT SHANKER INSTITUTE 555 NEW JERSEY AVENUE NW WASHINGTON DC 20001 521432693 501(C)(3) 1026768 0 ADMINISTRATIVE ASSISTANCE AFT EDUCATION FOUNDATION 555 NEW JERSEY AVENUE NW WASHINGTON DC 20001 521439116 501(C)(3) 228643 0 ADMINISTRATIVE ASSISTANCE 2 0 X X X 1 1 X 0 1 0 RANDI WEINGARTEN PRESIDENT 438418 0 0 0 36533 0 89848 0 27749 0 592548 0 0 0 FEDRICK C INGRAM SECRETARY-TREASURER 288279 0 0 0 83867 0 59070 0 27749 0 458965 0 0 0 EVELYN DEJESUS EXEC VICE PRES. 278317 0 0 0 14506 0 55760 0 27749 0 376332 0 0 0 DARRIN NEDROW DIRECTOR OF ORGANIZATION A 265263 0 0 0 11150 0 53269 0 27452 0 357134 0 0 0 JESSICA SMITH DIR OF UNION LEADERSHIP IN 260189 0 0 0 10648 0 53446 0 31146 0 355429 0 0 0 MICHAEL S POWELL ASSIST. TO PRES. FOR COMMU 257771 0 0 0 5600 0 52466 0 16223 0 332060 0 0 0 MICHELLE A RINGUETTE ASSIST. TO PRES. FOR OFFICE OF THE P 242121 0 0 0 10348 0 49912 0 27452 0 329833 0 0 0 ANN J MITCHELL ASSIST. TO PRES. FOR FIELD 234085 0 0 0 10144 0 48103 0 27452 0 319784 0 0 0 PART I, LINE 1A PART I - QUESTIONS REGARDING COMPENSATION: 1A FIRST-CLASS OR CHARTER TRAVEL: AFT OFFICERS AND VICE PRESIDENTS MAY FLY FIRST CLASS WHEN THE SCHEDULED FLIGHT TIME IS TWO HOURS OR LONGER. TRAVEL FOR COMPANIONS: IF OFFICERS OR VICE PRESIDENTS WOULD LIKE TO BRING A FAMILY MEMBER OR COMPANION WITH THEM ON TRAVEL AND THEY ARE ELIGIBLE FOR A FIRST CLASS TICKET, THEY MAY TAKE ADVANTAGE OF THE AFT "CONVERSION" POLICY. UNDER THIS POLICY, THEY ARE ENTITLED TO AIRFARE UP TO THE COST OF A SINGLE FIRST CLASS TICKET. FOR EXAMPLE, IF THEIR FIRST CLASS TICKET FOR A TRIP WOULD COST $1,000, THEY CAN CONVERT THE TICKET TO COACH CLASS AND AFT WOULD COVER THE COST OF AN ADDITIONAL COACH TICKET FOR A COMPANION UP TO A TOTAL OF $1,000. AS LONG AS THE COST OF THE COACH TICKETS IS EQUAL TO OR LESS THAN THE COST OF THE SINGLE FIRST CLASS TICKET, AFT WILL PAY FOR THE TICKETS. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: THE AFT OFFICERS RECEIVE A MONTHLY HOUSING ALLOWANCE. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. THE MEMBERSHIP CONSISTS OF DIVISIONS OF PUBLIC AND PRIVATE SCHOOL TEACHERS, PARAPROFESSIONALS AND SCHOOL-RELATED PERSONNEL, HIGHER EDUCATION FACULTY AND PROFESSIONALS, NURSES, ALLIED HEALTH PROFESSIONALS AND OTHER HEALTH CARE EMPLOYEES, STATE AND LOCAL PUBLIC EMPLOYEES AND OTHER WORKERS. FORM 990, PART VI, SECTION A, LINE 7A THE EXECUTIVE COUNCIL IS ELECTED ON EVEN YEARS BY THE CONVENTION FOR A TERM OF 2 YEARS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DRAFTED THROUGH A COLLABORATIVE EFFORT OF AFT'S OUTSIDE AUDIT FIRM AND IN-HOUSE FINANCIAL AND LEGAL PROFESSIONALS. THE DRAFT IS DISTRIBUTED TO THE EXECUTIVE TEAM FOR REVIEW PRIOR TO FILING. THE FORM IS THEN FINALIZED AND SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST QUESTIONNAIRE IS CIRCULATED ANNUALLY TO VICE PRESIDENTS AND ALL NEW VICE PRESIDENTS ARE PROVIDED WITH A COPY OF THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 AS STATED IN THE AFT CONSTITUTION, THE EXECUTIVE COUNCIL SHALL DETERMINE THE SALARY OF THE PRESIDENT. THERE IS A REVIEW OF COMPARABILITY OF SALARY WITH OTHER PEER GROUPS. AS STATED IN THE AFT CONSTITUTION, THE EXECUTIVE COUNCIL SHALL SET THE SALARY OF THE SECRETARY-TREASURER AND EXECUTIVE VICE PRESIDENT. THERE IS A REVIEW OF COMPARABILITY OF SALARY WITH OTHER PEER GROUPS. FORM 990, PART VI, SECTION C, LINE 19 AFT'S FORM 990 IS AVAILABLE AS REQUIRED BY LAW UPON REQUEST. THE DEPARTMENT OF LABOR FORM LM-2 IS AVAILABLE ONLINE ON THE DOL WEBSITE DATABASE. AFT'S GOVERNING DOCUMENTS ALONG WITH AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S PUBLIC WEBSITE. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. AMERICAN FEDERATION OF TEACHERS EDUCATIONAL FOUNDATION 555 NEW JERSEY AVENUE NW WASHINGTON DC DC 20001 521439116 TO CONDUCT AND SPONSOR STUDY AND RESEARCH IN EDUCATIONAL AND RELATED FIELDS DC 501(C)(3) AMERICAN FEDERATION AMERICAN FEDERATION OF TEACHERS 0 AMERICAN FEDERATION OF TEACHERS BENEFIT TRUST 555 NEW JERSEY AVENUE NW WASHINGTON DC DC 20001 521846907 TO PROVIDE WELFARE BENEFITS TO MEMBERS OF AFT DC 501(C)(5) AMERICAN FEDERATION AMERICAN FEDERATION OF TEACHERS 0 555 NEW JERSEY AVENUE NWINC 555 NEW JERSEY AVENUE NW WASHINGTON DC DC 20001 521797147 TITLE HOLDING COMPANY DC 501(C)(2) AMERICAN FEDERATION AMERICAN FEDERATION OF TEACHERS 0 AMERICAN FEDERATION OF TEACHERS COPE 555 NEW JERSEY AVENUE NW WASHINGTON DC DC 20001 237269962 POLITICAL ACTION COMMITTEE DC 527 AMERICAN FEDERATION AMERICAN FEDERATION OF TEACHERS 0 AMERICAN FEDERATION OF TEACHERS COPE STATE 555 NEW JERSEY AVENUE NW WASHINGTON DC DC 20001 522256152 TO IMPROVE PUBLIC AMERICAN EDUCATION THROUGH INVOLVEMENT IN POLITICAL ACTIVI DC 527 AMERICAN FEDERATION AMERICAN FEDERATION OF TEACHERS 0 AFT DISASTER RELIEF FUND 555 NEW JERSEY AVENUE NW WASHINGTON DC DC 20001 203664119 PROVIDING ASSISTANCE TO PERSONS AFFECTED BY NATURAL AND MAN-MADE DISASTERS DC 501(C)(3) AMERICAN FEDERATION AMERICAN FEDERATION OF TEACHERS 0 THE ALBERT SHANKER INSTITUTE 555 NEW JERSEY AVENUE NW WASHINGTON DC DC 20001 521432693 TO CARRY ON, CONDUCT, AND SPONSOR STUDY AND RESEARCH IN EDUCATION DC 501(C)(3) AMERICAN FEDERATION AMERICAN FEDERATION OF TEACHERS 0 CAPITOL PLACE I ASSOCIATES LIMITED PARTNERSHIP 555 NEW JERSEY AVENUE NW WASHINGTON DC DC 20001 521293001 REAL ESTATE RENTAL DC AMERICAN FEDERATION OF TEACHERS EXCLUDED FROM TAX 0 0 0.99000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1