2026-05-15T17:21:43-05:00 2025-06-30 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2024-07-01 871908508 AFL-CIO TECHNOLOGY INSTITUTE AFL- 2026373913 815 16TH STREET NW WASHINGTON DC 20006 LAUREN MCFERRAN EXECUTIVE DIRECTOR 2026373913 2026-05-15 1 1 ERIN CRANMER P01712644 2023319880 2026-05-15 2024 2025-03-06 01:10:19Z LAUREN MCFERRAN 815 16TH STREET NW WASHINGTON DC 20006 1577551 0 X AFLCIOTECHINSTITUTE.ORG X 2021 DC THE INSTITUTE'S MISSION IS TO CONDUCT RESEARCH AND EDUCATION ON THE ROLE OF WORKER VOICE IN THE INNOVATION ECONOMY AND TO ENSURE THE BENEFITS OF TECHNOLOGY ARE BROADLY SHARED, CREATING GOOD UNION JOBS IN COMMUNITIES ACROSS THE COUNTRY, STRENGTHENING WORKPLACE DEMOCRACY AND EQUITY, AND INVENTING WORKER PROTECTIONS THAT MEET MODERN CHALLENGES. 2 0 14 3 0 0 5585554 575791 167000 120000 0 0 529244 881760 6281798 1577551 0 0 0 0 1863728 2045228 1000 0 42426 806207 938602 2670935 2983830 3610863 -1406279 6787361 5398953 187920 205791 6599441 5193162 X THE INSTITUTE'S MISSION IS TO CONDUCT RESEARCH AND EDUCATION ON THE ROLE OF WORKER VOICE IN THE INNOVATION ECONOMY AND TO ENSURE THE BENEFITS OF TECHNOLOGY ARE BROADLY SHARED, CREATING GOOD UNION JOBS IN COMMUNITIES ACROSS THE COUNTRY, STRENGTHENING WORKPLACE DEMOCRACY AND EQUITY, AND INVENTING WORKER PROTECTIONS THAT MEET MODERN CHALLENGES. 0 0 2165010 120000 THE AFL-CIO TECHNOLOGY INSTITUTE CONDUCTS RESEARCH AND PUBLIC EDUCTION ON EMERGING TECHNOLOGIES THAT ARE RESHAPING WORK AND ADVOCATES FOR THE INCLUSION OF WORKERS IN RESEARCH AND DEVELOPMENT OF NEW TECHNOLOGIES AND IN GOVERNMENT DECISIONMAKING ABOUT TECHNOLOGY- RELATED PUBLIC POLICIES. 2165010 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 X 8 0 1 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 2 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X CALIBRE CPA GROUP PLLC 8664642839 7501 WISCONSIN AVENUE 1200 WEST BETHESDA MD 20814 ELIZABETH SHULER PRESIDENT 1.00 39.00 X X 0 313088 115316 FREDRICK REDMOND TREASURER 1.00 39.00 X X 0 274821 105668 AMANDA BALLANYTNE SECRETARY/EXECUTIVE DIRECTOR (UNTIL JUN 202 20.00 20.00 X X 0 185857 65126 ELIZABETH WEISS DEPUTY DIRECTOR 20.00 20.00 X 154900 0 57505 CHRISTIE BIEBER DIRECTOR, FINANCE AND OPERATIONS 20.00 20.00 X 138062 0 55072 SYLVIA DIETERT PROGRAM MANAGER 1.00 39.00 X 114962 0 49113 KIMBERLY COSBY POLICY ADVISOR 20.00 20.00 X 115660 0 49275 AROHI PATHAK DEPUTY DIRECTOR 40.00 0.00 X 141288 0 69681 CRYSTAL WEISE DIRECTOR, POLICY AND PROGRAMS 40.00 0.00 X 116075 0 77365 780947 773766 644121 6 0 1 0 EW STRATEGIES LLC 7710 WOODMONT AVENUE UNIT 1007 BETHESDA MD 20814 CONSULTING SERVICES 140031 1 575791 575791 CONFERENCES SPONSORSHI 900099 120000 120000 120000 REIMBURSEMENTS 900099 878653 878653 3107 3107 881760 1577551 120000 0 881760 212952 212952 1026655 679290 325685 21680 364617 364617 330168 87839 223420 18909 110836 110836 31870 31870 59350 59350 197487 181258 16229 468 468 41729 5360 36369 33217 33217 57362 32276 23249 1837 104045 104045 397749 386537 11212 10322 10322 5003 5003 2983830 2165010 776394 42426 3002149 4181904 1585554 46015 28140 0 81321 20257 50721 61064 2120797 1109970 6787361 5398953 187920 205791 187920 205791 X 2649441 4193162 3950000 1000000 6599441 5193162 6787361 5398953 -1406279 0 X X 0 1 X 1 0 X 0 895804 3450000 5585554 575791 10507149 0 895804 3450000 5585554 575791 10507149 4834911 5672238 529244 881760 1411004 11918153 287000 X SCHEDULE A, PART II THE ORGANIZATION WAS FORMED ON MAY 25, 2021 AND THE FIRST FISCAL YEAR WAS FROM MAY 25, 2021 - JUNE 30, 2021, WHICH WAS A SHORT YEAR. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10438 10438 2931199 2941637 297082 74271 0 0 281677 297082 578759 868139 34886 10438 45324 70419 74271 144690 217035 81321 20257 61064 61064 DUE FROM RELATED ORGANIZATION PURSUANT TO COST-SHARING AGREEMENT (SCH. O) 1109970 1109970 X 1923553 346002 346002 1577551 0 1577551 3329832 346002 346002 2983830 0 2983830 PART X, LINE 2: THE INSTITUTE IS EXEMPT FROM FEDERAL INCOME TAX, EXCEPT TAXES ON UNRELATED BUSINESS INCOME, IF APPLICABLE, UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. NO PROVISION FOR INCOME TAXES IS REQUIRED FOR THE YEARS ENDED JUNE 30, 2025 AND 2024, SINCE THE INSTITUTE HAD NO TAXABLE INCOME FROM UNRELATED BUSINESS ACTIVITIES. THE INCOME TAX POSITIONS TAKEN BY THE INSTITUTE FOR ANY YEARS OPEN UNDER THE VARIOUS STATUTES OF LIMITATIONS ARE THAT THE INSTITUTE CONTINUES TO BE EXEMPT FROM INCOME TAXES AND THAT THEY HAVE PROPERLY REPORTED UNRELATED BUSINESS INCOME THAT IS SUBJECT TO INCOME TAXES. THE INSTITUTE BELIEVES THAT THERE ARE NO TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD SIGNIFICANTLY INCREASE UNRECOGNIZED TAX LIABILITIES WITHIN 12 MONTHS OF THE REPORTING DATE. NONE OF THE INSTITUTE'S FEDERAL INCOME TAX RETURNS ARE CURRENTLY UNDER EXAMINATION. 0 0 0 0 0 0 0 0 0 ELIZABETH SHULER PRESIDENT 0 304635 0 0 0 8453 0 0 0 115316 0 428404 0 0 FREDRICK REDMOND TREASURER 0 269427 0 0 0 5394 0 0 0 105668 0 380489 0 0 AMANDA BALLANYTNE SECRETARY/EXECUTIVE DIRECTOR (UNTIL 0 79510 0 0 0 106347 0 900 0 64226 0 250983 0 0 ELIZABETH WEISS DEPUTY DIRECTOR 154900 0 0 0 0 0 900 0 56605 0 212405 0 0 0 AROHI PATHAK DEPUTY DIRECTOR 101346 0 0 0 39942 0 900 0 68781 0 210969 0 0 0 CRYSTAL WEISE DIRECTOR, POLICY AND PROGRAMS 114123 0 0 0 1952 0 900 0 76465 0 193440 0 0 0 CHRISTIE BIEBER DIRECTOR, FINANCE AND OPERATIONS 132581 0 0 0 5481 0 900 0 54172 0 193134 0 0 0 KIMBERLY COSBY POLICY ADVISOR 114775 0 0 0 885 0 900 0 48375 0 164935 0 0 0 SYLVIA DIETERT PROGRAM MANAGER 113400 0 0 0 1562 0 900 0 48213 0 164075 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A: THE TECHNOLOGY INSTITUTE HAD ONLY TWO DIRECTORS FOR A BRIEF PERIOD OF TIME THAT COINCIDED WITH THE END OF THE 2024 TAX YEAR. THE REMAINING DIRECTORS ELECTED A THIRD DIRECTOR SHORTLY AFTER THE BEGINNING OF THE 2025 TAX YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE REVIEWED BY THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS AND OFFICERS ARE UNDER A CONTINUING OBLIGATION TO DISCLOSE ANY DIRECT OR INDIRECT FINANCIAL INTEREST IN AN ENTITY OR INDIVIDUAL WITH WHICH THE TECHNOLOGY INSTITUTE HAS OR IS NEGOTIATING A TRANSACTION OR ARRANGEMENT. THE PERSON MAKING THE DISCLOSURE MAY PRESENT THE RELEVANT FACTS TO THE BOARD OF DIRECTORS AND THEREAFTER MUST LEAVE THE MEETING IN WHICH THE RELEVANT TRANSACTION IS DISCUSSED AND VOTED ON BY THE DISINTERESTED DIRECTORS. IF THE DISINTERESTED DIRECTORS DETERMINE THAT A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST IS NOT REASONABLY POSSIBLE, THE DISINTERESTED DIRECTORS MAY DECIDE TO ENTER INTO THE PROPOSED TRANSACTION OR ARRANGEMENT IF THEY ALSO DETERMINE THAT IT IS IN THE TECHNOLOGY INSTITUTE'S BEST INTEREST, FOR ITS OWN BENEFIT AND FAIR AND REASONABLE. FORM 990, PART VI, SECTION C, LINE 19 THE TECHNOLOGY INSTITUTE MAKES THESE DOCUMENTS AVAILABLE AS REQUIRED BY LAW. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT BEEN CHANGED FROM THE PRIOR YEAR. AFL-CIO 815 16TH STREET NW WASHINGTON DC 20006 530228172 FEDERATION OF LABOR UNIONS DC 501(C)(5) 0 AFL-CIO WORKING FOR AMERICA INSTITUTE 815 16TH STREET NW WASHINGTON DC 20006 520884503 CHARITABLE ORGANIZATION DC 501(C)(3) PUBLIC CHARITY 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 AFL-CIO O 251002 TIMECARD AFL-CIO N 95000 FMV AFL-CIO P 53966 FMV AFL-CIO WORKING FOR AMERICA INSTITUTE O 871217 TIME CARD AFL-CIO WORKING FOR AMERICA INSTITUTE N 55997 ACTUAL AMOUNT TRANSFERRED