FURP.ORG / PUBLIC DATA EXPLORER

AFL-CIO TECHNOLOGY INSTITUTE: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
AFL-CIO TECHNOLOGY INSTITUTE (EIN 87-1908508)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-15
IRS object ID
202541359349305719
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-15T10:26:17-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN470900880PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALIBRE CPA GROUP PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17501 WISCONSIN AVENUE SUITE 1200AddressLine1Txt
Address Line2WESTAddressLine2Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN871908508EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AFL-CIO TECHNOLOGY INSTITUTEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAFL-BusinessNameControlTxt
Phone2026373913PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1815 16TH STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAMANDA BALLANTYNEPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2026373913PhoneNum
Signature2025-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIN CRANMERPreparerPersonNm
PTINP01712644PTIN
Phone2023319880PhoneNum
Preparation2025-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAMANDA BALLANTYNEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1815 16TH STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,281,798GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressAFLCIOTECHINSTITUTE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2021FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionTHE 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.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee14TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,450,000PYContributionsGrantsAmt
CY Contributions Grants$5,585,554CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$167,000CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$122,196PYOtherRevenueAmt
CY Other Revenue$529,244CYOtherRevenueAmt
PY Total Revenue$3,572,196PYTotalRevenueAmt
CY Total Revenue$6,281,798CYTotalRevenueAmt
PY Grants And Similar Paid$250,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$548,420PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,863,728CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$1,000CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$37,393CYTotalFundraisingExpenseAmt
PY Other Expenses$457,795PYOtherExpensesAmt
CY Other Expenses$806,207CYOtherExpensesAmt
PY Total Expenses$1,256,215PYTotalExpensesAmt
CY Total Expenses$2,670,935CYTotalExpensesAmt
PY Revenues Less Expenses$2,315,981PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,610,863CYRevenuesLessExpensesAmt
Total Assets BOY$3,143,618TotalAssetsBOYAmt
Total Assets EOY$6,787,361TotalAssetsEOYAmt
Total Liabilities BOY$155,040TotalLiabilitiesBOYAmt
Total Liabilities EOY$187,920TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,988,578NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,599,441NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,215,052ExpenseAmt
Revenue$167,000RevenueAmt
DescTHE 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.Desc
Total Program Service Expenses$2,215,052TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document8IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee14EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2026373913PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1815 16TH STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
ELIZABETH H SHULER
PRESIDENT1.0040.00Yes (X)Yes (X)$0$280,616$101,735
FREDRICK REDMOND
TREASURER1.0040.00Yes (X)Yes (X)$0$245,600$93,351
AMANDA BALLANTYNE
EXECUTIVE DIRECTOR20.0020.00Yes (X)$0$183,335$84,398
ELIZABETH WEISS
DEPUTY DIRECTOR20.0020.00$67,742$67,743$55,258Yes (X)
AROHI A PATHAK
DEPUTY DIRECTOR40.000.00$107,308$0$69,546Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$175,050TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$777,294TotReportableCompRltdOrgAmt
Total Other Compensation$404,288TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EW STRATEGIES LLCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line17710 WOODMONT AVENUE UNIT 1007AddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
ServicesCONSULTING SERVICESServicesDesc
Compensation$140,031CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Related Organizations$5,335,554RelatedOrganizationsAmt
All Other Contributions$250,000AllOtherContributionsAmt
Total Contributions$5,585,554TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescCONFERENCES SPONSORSHIDesc
Business900099BusinessCd
Total Revenue Column$167,000TotalRevenueColumnAmt
Exclusion$167,000ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$167,000TotalProgramServiceRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescREIMBURSED SALARYDesc
Business900099BusinessCd
Total Revenue Column$529,244TotalRevenueColumnAmt
Exclusion$529,244ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$529,244OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,281,798TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$696,244ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,199,851TotalAmt
Program Services$1,055,140ProgramServicesAmt
Management And General$121,708ManagementAndGeneralAmt
Fundraising$23,003FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$260,754TotalAmt
Program Services$229,305ProgramServicesAmt
Management And General$26,450ManagementAndGeneralAmt
Fundraising$4,999FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$300,814TotalAmt
Program Services$264,534ProgramServicesAmt
Management And General$30,513ManagementAndGeneralAmt
Fundraising$5,767FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$102,309TotalAmt
Program Services$89,970ProgramServicesAmt
Management And General$10,378ManagementAndGeneralAmt
Fundraising$1,961FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$9,323TotalAmt
Management And General$9,323ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$45,154TotalAmt
Management And General$45,154ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$1,000TotalAmt
Fundraising$1,000FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$239,108TotalAmt
Program Services$150,253ProgramServicesAmt
Management And General$88,855ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,009TotalAmt
Management And General$1,009ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$52,723TotalAmt
Program Services$8ProgramServicesAmt
Management And General$52,715ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$9,251TotalAmt
Program Services$1,968ProgramServicesAmt
Management And General$7,283ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$25,796TotalAmt
Program Services$21,629ProgramServicesAmt
Management And General$3,505ManagementAndGeneralAmt
Fundraising$662FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$76,310TotalAmt
Program Services$76,310ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$325,934TotalAmt
Program Services$325,934ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$5,991TotalAmt
Management And General$5,991ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$100TotalAmt
Management And General$100ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescDUES AND SUBSCRIPTIONSDesc
Total$9,867TotalAmt
Management And General$9,867ManagementAndGeneralAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$5,641TotalAmt
Program Services$1ProgramServicesAmt
Management And General$5,639ManagementAndGeneralAmt
Fundraising$1FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,670,935TotalAmt
Program Services$2,215,052ProgramServicesAmt
Management And General$418,490ManagementAndGeneralAmt
Fundraising$37,393FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,196,859BOYAmt
EOY$3,002,149EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,924,526BOYAmt
EOY$1,585,554EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$72BOYAmt
EOY$28,140EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$60,656LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$9,935LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$22,161BOYAmt
EOY$50,721EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$2,120,797EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,143,618BOYAmt
EOY$6,787,361EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$155,040BOYAmt
EOY$187,920EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$155,040BOYAmt
EOY$187,920EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,388,578BOYAmt
EOY$2,649,441EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,600,000BOYAmt
EOY$3,950,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,988,578BOYAmt
EOY$6,599,441EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,143,618BOYAmt
EOY$6,787,361EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,610,863ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$895,804CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,450,000CurrentTaxYearMinus1YearAmt
Current Tax Year$5,585,554CurrentTaxYearAmt
Total$9,931,358TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$895,804CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,450,000CurrentTaxYearMinus1YearAmt
Current Tax Year$5,585,554CurrentTaxYearAmt
Total$9,931,358TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$8,407,918SubstantialContributorsTotAmt
Public Support Total170$1,523,440PublicSupportTotal170Amt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$529,244CurrentTaxYearAmt
Total$529,244TotalAmt
FieldValueIRS element (for citing)
Total Support$10,460,602TotalSupportAmt
Gross Receipts Rltd Activities$167,000GrossReceiptsRltdActivitiesAmt
First5 Years170Yes (X)First5Years170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$34,886FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$34,886FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$2,598,656FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$2,633,542FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$281,677FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$70,419FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year$281,677CurrentYearAmt
Total$281,677TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$422,516LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year$34,886CurrentYearAmt
Total$34,886TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year$70,419CurrentYearAmt
Total$70,419TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$105,629GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$60,656OtherCostOrOtherBasisAmt
Depreciation$9,935DepreciationAmt
Book Value$50,721BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$50,721TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescDUE FROM RELATED ORGANIZATION PURSUANT TO COST-SHARING AGREEMENT (SCHED. O)Desc
Book Value$2,120,797BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$2,120,797TotalBookValueOtherAssetsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$6,599,763TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$317,965DonatedServicesAndUseFcltsAmt
Revenue Not Reported$317,965RevenueNotReportedAmt
Revenue Subtotal$6,281,798RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$6,281,798TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,988,900TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$317,965DonatedServicesUseFcltsAmt
Expenses Not Reported$317,965ExpensesNotReportedAmt
Expenses Subtotal$2,670,935ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,670,935TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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, 2024 AND 2023, 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ELIZABETH H SHULER
PRESIDENT$0$272,250$0$0$0$8,366$0$65,340$0$36,395$0$382,351$0$0
FREDRICK REDMOND
TREASURER$0$238,975$0$0$0$6,625$0$57,354$0$35,997$0$338,951$0$0
AMANDA BALLANTYNE
EXECUTIVE DIRECTOR$0$179,190$0$4,000$0$145$0$43,906$0$40,492$0$267,733$0$0
ELIZABETH WEISS
DEPUTY DIRECTOR$67,692$67,693$0$0$50$50$19,050$19,050$8,579$8,579$95,371$95,372$0$0
AROHI A PATHAK
DEPUTY DIRECTOR$107,308$0$0$0$0$0$38,100$0$31,446$0$176,854$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE 990 WILL BE REVIEWED BY THE BOARD PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CDIRECTORS 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 19THE 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.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxt
AFL-CIO
815 16TH STREET NWWASHINGTONDC20006530228172FEDERATION OF LABOR UNIONSDC501(C)(5)0
AFL-CIO WORKING FOR AMERICA INSTITUTE
815 16TH STREET NWWASHINGTONDC20006520884503CHARITABLE ORGANIZATIONDC501(C)(3)0PUBLIC CHARITY
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
AFL-CIO
C$1,700,000FMV
AFL-CIO WORKING FOR AMERICA INSTITUTE
O$529,244TIME CARD
AFL-CIO WORKING FOR AMERICA INSTITUTE
C$3,885,554FMV