2022-05-12T15:03:34-05:00 2021-06-30 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2020-07-01 360725240 AMERICAN FEDERATION OF TEACHERS AFL-CIO PARENT ORGANIZATION AMER 2028794509 555 NEW JERSEY AVENUE NW WASHINGTON DC 20001 FEDRICK INGRAM SECRETARY-TREASURER 2028794509 2022-05-12 1 FEDRICK INGRAM 999009999 SUBRINA WOOD CPA P00365899 2023319880 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z RANDI WEINGARTEN 555 NEW JERSEY AVENUE NW WASHINGTON DC 20001 218948522 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 42 349 0 0 0 0 0 203114616 204028760 1331521 2158561 832669 982574 205278806 207169895 986856 1193554 0 0 59871500 62946495 0 0 0 135133154 131958733 195991510 196098782 9287296 11071113 132179879 139609189 81322616 77373220 50857263 62235969 SEE STATEMENT FOR PART I, LINE 1 0 0 GENERAL MEMBERSHIP SERVICES: PROVIDED VARIOUS SERVICES AND SUPPORT TO APPROXIMATELY 1.7 MILLION MEMBERS IN 3,200 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 0 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 1 558 0 1 349 1 1 1 0 0 0 1 1 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 M RICHARD BANNER 2023935698 555 NEW JERSEY AVENUE NW WASHINGTON DC 20001 RANDI WEINGARTEN PRESIDENT 70.00 X X 457863 0 85669 EVELYN DEJESUS EXEC VICE PRES. 60.00 X X 263218 0 85669 LORRETTA JOHNSON FORMER SECRETARY-TREASURER 60.00 X X 1415828 0 66753 FEDRICK C INGRAM SECRETARY-TREASURER 60.00 X X 119374 0 27431 ADAM URBANSKI VICE PRES. 5.00 X X 0 0 0 AIDA DIAZ RIVERA VICE PRES. 5.00 X X 0 0 0 ALEX CAPUTO-PEARL VICE PRES. 5.00 X X 0 0 0 ANDREW PALLOTTA VICE PRES. 5.00 X X 0 0 0 ANN TWOMEY VICE PRES. 5.00 X X 0 0 0 ANTHONY HARMON VICE PRES. 5.00 X X 0 0 0 BARBARA BOWEN VICE PRES. 5.00 X X 0 0 0 CANDICE OWLEY VICE PRES. 5.00 X X 0 0 0 CHRISTINE CAMPBELL 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 DAVID QUOLKE VICE PRES. 5.00 X X 0 0 0 DENISE SPECHT VICE PRES. 5.00 X X 0 0 0 DON CARLISTO VICE PRES. 5.00 X X 0 0 0 ERIC FEAVER 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 W FREITAS VICE PRES. 5.00 X X 0 0 0 JERRY JORDAN VICE PRES. 5.00 X X 0 0 0 JESSE SHARKEY VICE PRES. 5.00 X X 0 0 0 JESSICA TANG VICE PRES. 5.00 X X 0 0 0 JOANNE MCCALL VICE PRES. 5.00 X X 0 0 0 JOHN MCDONALD VICE PRES. 5.00 X X 0 0 0 JOLENE DIBRANGO VICE PRES. 5.00 X X 0 0 0 JOSHUA PECHTHALT 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 LOUIS MALFARO VICE PRES. 5.00 X X 0 0 0 MARIETTA ENGLISH VICE PRES. 5.00 X X 0 0 0 MARY CATHRYN RICKER 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 PAUL PECORALE VICE PRES. 5.00 X X 0 0 0 SHELVY Y ABRAMS VICE PRES. 5.00 X X 0 0 0 TED KIRSCH VICE PRES. 5.00 X X 0 0 0 TERRENCE MARTIN VICE PRES. 5.00 X X 0 0 0 TIM STOELB 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 JESSICA SMITH CHIEF OF STAFF 60.00 X 252911 0 82285 PHILIP KUGLER ASSIST. TO PRES. FOR ORGANIZATION & FIELD SERVCS 60.00 X 251999 0 83070 MICHAEL S POWELL ASSIST. TO PRES. FOR COMMUNICATIONS 60.00 X 247012 0 66639 ANN J MITCHELL ASSIST. TO PRES. FOR FIELD COORDINATION 60.00 X 226648 0 69844 MICHELLE A RINGUETTE ASSIST. TO PRES. FOR OFFICE OF THE PRESIDENT 60.00 X 227250 0 77676 3462103 0 645036 225 0 1 0 AL MEDIA LLC 1391 PENNSYLVANIA AVE SE SUITE 316 WASHINGTON DC 20003 ADVERTISING & PROMOTION 1429695 TEK SYSTEMS INC 7437 RACE ROAD HANOVER MD 21076 IT MANAGEMENT 745705 NP CONSULTING INC 1100 G ST NW SUITE 750 WASHINGTON DC 20005 PUBLIC RELATIONS CONSULTANT 669000 MARKHAM GROUP LLC 2001 S ST NW WASHINGTON DC 20009 EVENT MANAGEMENT 517428 HUSTLE INC 829 7TH ST NW WASHINGTON DC 20001 SOFTWARE CONSULTANT 415843 19 MEMBERSHIP DUES 900099 198110778 198110778 AFFILIATION FEE REBATE 900099 2029185 2029185 INSURANCE PREMIUMS 900099 1650989 1650989 PROGRAM ADMINISTRATION 900099 1360389 1360389 OTHER 900099 825616 825616 51803 51803 204028760 867410 867410 961993 961993 13069778 11778627 1291151 1291151 1291151 REFUNDS-DEFUNCT LOCAL UNIONS 900099 20581 20581 20581 207169895 204049341 0 3120554 X 1193554 2172917 38594803 8754772 10291925 3132078 9684647 210519 34955 21909234 5619443 6171721 1183687 201544 778091 877070 10686892 1416814 2932033 ASSISTANCE TO LOCALS 33745045 CONTRIBUTIONS 32783035 OTHER 1251158 SUBSCRIPTIONS AND MEMBE 1242978 1229867 196098782 38161600 49903351 33712361 35224662 5216644 4615858 1252800 1377524 23141614 18754099 5065085 4387515 33353119 28741084 15418270 15359195 132179879 139609189 18881962 17509224 514901 157809 776575 0 61149178 59706187 81322616 77373220 X 50857263 62235969 50857263 62235969 132179879 139609189 11071113 307593 0 X 0 1 X 1 0 1 0 0 1598522 1598522 0 21235044 16996015 4239029 308048 159562 148486 4387515 15359195 C 15359195 ACCRUED EXPENSES AND OTHER LIABILITIES 19824148 ESTIMATED SELF-INSURANCE RESERVE 1000000 ACCRUED PENSION LIABILITY 12732632 ACCRUED POSTRETIREMENT HEALTHCARE COSTS 26114297 BANK OVERDRAFT 35110 59706187 X 222162283 307593 14719750 15027343 207134940 34955 34955 207169895 210789008 14725181 14725181 196063827 34955 34955 196098782 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, 2021, 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 14,719,750. RENTAL REVENUE INCLUDED ON FORM 990, LINE 6A PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES INCLUDED ON FORM 990, LINE 6B EXPENSES OF CONSOLIDATED SUBSIDIARY 14,725,181. 0 THE ALBERT SHANKER INSTITUTE 555 NEW JERSEY AVENUE NW WASHINGTON DC 20001 521432693 501(C)(3) 1193554 ADMINISTRATIVE ASSISTANCE AFT EDUCATION FOUNDATION 555 NEW JERSEY AVENUE NW WASHINGTON DC 20001 521439116 501(C)(3) 888251 ADMINISTRATIVE ASSISTANCE 2 0 X X X 1 1 X 0 1 0 LORRETTA JOHNSON FORMER SECRETARY-TREASURER 198120 0 0 0 1217708 0 57000 0 9753 0 1482581 0 0 0 RANDI WEINGARTEN PRESIDENT 414182 0 0 0 43681 0 57000 0 28699 0 543562 0 0 0 EVELYN DEJESUS EXEC VICE PRES. 257045 0 0 0 6173 0 57000 0 28669 0 348887 0 0 0 JESSICA SMITH CHIEF OF STAFF 242567 0 0 0 10344 0 54401 0 27884 0 335196 0 0 0 PHILIP KUGLER ASSIST. TO PRES. FOR ORGANIZATION & 242567 0 0 0 9432 0 54401 0 28669 0 335069 0 0 0 MICHAEL S POWELL ASSIST. TO PRES. FOR COMMUNICATIONS 242567 0 0 0 4445 0 53365 0 13274 0 313651 0 0 0 MICHELLE A RINGUETTE ASSIST. TO PRES. FOR OFFICE OF THE P 218317 0 0 0 8933 0 48962 0 28713 0 304925 0 0 0 ANN J MITCHELL ASSIST. TO PRES. FOR FIELD COORDINAT 218317 0 0 0 8331 0 48962 0 20882 0 296492 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 IX, LINE 11G CONSULTING 21,909,234. AMERICAN FEDERATION OF TEACHERS EDUCATIONAL FOUNDATION 555 NEW JERSEY AVE NW WASHINGTON DC 20001 521439116 TO CONDUCT AND SPONSOR STUDY AND RESEARCH IN EDUCATIONAL AND RELATED FIELDS DC 501(C)(3) LINE 12B, II AMERICAN FEDERATION OF TEACHERS 1 AMERICAN FEDERATION OF TEACHERS BENEFIT TRUST 555 NEW JERSEY AVE NW WASHINGTON DC 20001 521846907 TO PROVIDE WELFARE BENEFITS TO MEMBERS OF AFT DC 501(C)(5) AMERICAN FEDERATION OF TEACHERS 1 555 NEW JERSEY AVENUE NW INC 555 NEW JERSEY AVE NW WASHINGTON DC 20001 521797147 TITLE HOLDING COMPANY DC 501(C)(2) AMERICAN FEDERATION OF TEACHERS 1 AMERICAN FEDERATION OF TEACHERS COPE 555 NEW JERSEY AVE NW WASHINGTON DC 20001 237269962 POLITICAL ACTION COMMITTEE DC 527 AMERICAN FEDERATION OF TEACHERS 1 AMERICAN FEDERATION OF TEACHERS COPE STATE AND LOCAL 555 NEW JERSEY AVE NW WASHINGTON DC 20001 522256152 TO IMPROVE PUBLIC EDUCATION THROUGH INVOLVEMENT IN POLITICAL ACTIVITIES DC 527 AMERICAN FEDERATION OF TEACHERS 1 AFT DISASTER RELIEF FUND 555 NEW JERSEY AVENUE NW WASHINGTON DC 20001 203664119 PROVIDING ASSISTANCE TO PERSONS AFFECTED BY NATURAL AND MAN-MADE DISASTERS DC 501(C)(3) LINE 12B, II AMERICAN FEDERATION OF TEACHERS 1 THE ALBERT SHANKER INSTITUTE 555 NEW JERSEY AVENUE NW WASHINGTON DC 20001 521432693 TO CARRY ON, CONDUCT, AND SPONSOR STUDY AND RESEARCH IN EDUCATION DC 501(C)(3) 509(A)(3) - TYPE 1 AMERICAN FEDERATION OF TEACHERS 1 CAPITOL PLACE I ASSOCIATES LIMITED PARTNERSHIP 555 NEW JERSEY AVENUE NW WASHINGTON DC 20001 521293001 REAL ESTATE RENTAL DC AMERICAN FEDERATION OF TEACHERS INVESTMENT 0 0 0.99000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1