2022-01-18T14:00:31-06:00 2021-02-28 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2020-03-01 813595159 FORMER PLAYER LABOR-MANAGEMENT COOPERATION COMMITTEE TRUST FORM 8667250063 1133 20TH STREET NW WASHINGTON DC 20036 KELLY MEHRTENS EXECUTIVE DIRECTOR 8667250063 2022-01-18 1 KELLY MEHRTENS 999009999 KRISTIN A JACQUELIN CPA P01325865 2023319880 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z KELLY MEHRTENS 1133 20TH STREET NW WASHINGTON DC 20036 5478438 0 X N/A X 2016 DC THE TRUST PROVIDES BENEFITS, SERVICES AND RESOURCES TO ELIGIBLE FORMER NFL PLAYERS. 8 8 29 0 0 0 0 0 8046488 5450092 85850 10916 21552 17430 8153890 5478438 0 0 2780449 0 2793766 3467463 0 0 0 1603774 2671520 7177989 6138983 975901 -660545 11184362 10531009 534146 541338 10650216 9989671 THE TRUST PROVIDES BENEFITS, SERVICES AND RESOURCES TO ELIGIBLE FORMER NFL PLAYERS. 0 0 PROVIDES BENEFITS, SERVICES, AND RESOURCES TO ELIGIBLE FORMER NFL PLAYERS. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 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 1 0 0 1 32 0 1 29 1 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X CHARLES ROSS 2027569100 1133 20TH STREET NW WASHINGTON DC 20036 TERI SMITH TRUSTEE 1.00 1.00 X 0 0 0 JC TRETTER TRUSTEE 1.00 1.00 X 0 0 0 NOLAN HARRISON TRUSTEE 1.00 1.00 X 0 0 0 RASHEAN MATHIS TRUSTEE 1.00 1.00 X 0 0 0 LARRY FERAZANI TRUSTEE 1.00 1.00 X 0 0 0 BELINDA LERNER TRUSTEE 1.00 1.00 X 0 0 0 KIMBERLY FIELDS TRUSTEE 1.00 1.00 X 0 0 0 PATRICK REYNOLDS TRUSTEE 1.00 1.00 X 0 0 0 ERIC WINSTON TRUSTEE (THRU. 3/20) 1.00 1.00 X 0 0 0 KELLY MEHRTENS INTERIM EXECUTIVE DIRECTOR 40.00 1.00 X 247755 0 74674 BRONWYN LONGCHAMP SENIOR MANAGER, MARKETING 40.00 1.00 X 182184 0 57707 LYDIA ZAKHARI STAFF COUNSEL 40.00 1.00 X 161924 0 74728 HANNIBAL NAVIES DIRECR, ENGAGEMENT & OUTREACH 40.00 1.00 X 130233 0 48517 CHERYL TURNER DIRECTOR OF SERVICE 40.00 1.00 X 131759 0 52763 853855 0 308389 5 0 1 0 VIGET LABS LLC 105 WEST BROAD STREET 4TH FLOOR FALLS CHURCH VA 22046 CONSULTING SERVICES 352904 MICHAEL SWARTZ EVENTS 3936 NORTH MIAMI AVENUE MIAMI FL 33127 EVENT MANAGEMENT 221639 MEETING ARCHITECTS 1424 MYRTLE AVENUE SUITE 1 SAN DIEGO CA 92103 EVENT MANAGEMENT 148519 RUSSELL REYNOLDS ASSOCIATES INC 277 PARK AVENUE SUITE 3800 NEW YORK NY 10172 CONSULTING SERVICES 116674 4 PROGRAM CONTRIBUTIONS 900099 5450092 5450092 5450092 10916 10916 REIMBURSED EXPENSES 900099 17430 17430 17430 5478438 5467522 0 10916 X 322429 2090233 134016 733078 187707 21017 83623 1253057 266298 149843 94062 457173 13426 106812 102807 123351 ADMIN EXPENSES 51 6138983 1968399 4116203 8067863 5456812 1107252 416446 372830 690806 775270 267188 11184362 10531009 532256 536409 1890 4929 534146 541338 X 0 0 0 0 10650216 9989671 10650216 9989671 11184362 10531009 -660545 0 X X 0 1 X 1 0 294730 65910 228820 750502 331093 419409 62020 19443 42577 690806 DUE TO AFFILIATED ORGANIZATIONS 4929 4929 X 5478438 0 5478438 0 5478438 6138983 0 6138983 0 6138983 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE TRUST'S MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE TRUST'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE TRUST, AND HAS CONCLUDED THAT AS OF FEBRUARY 28, 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE TRUST'S INCOME TAX RETURNS FOR THE YEARS ENDED FEBRUARY 29, 2020, FEBRUARY 28, 2019, AND FEBRUARY 28, 2018 REMAIN SUBJECT TO EXAMINATION, BASED ON THE NORMAL STATUTORY PERIODS SUBJECT TO AUDIT. X 1 1 X 1 0 0 KELLY MEHRTENS INTERIM EXECUTIVE DIRECTOR 228257 0 1000 0 18498 0 33802 0 40872 0 322429 0 0 0 BRONWYN LONGCHAMP SENIOR MANAGER, MARKETING 86522 0 0 0 95662 0 18025 0 39682 0 239891 0 0 0 LYDIA ZAKHARI STAFF COUNSEL 160425 0 1000 0 499 0 26314 0 48414 0 236652 0 0 0 HANNIBAL NAVIES DIRECR, ENGAGEMENT & OUTREACH 128547 0 1000 0 686 0 20098 0 28419 0 178750 0 0 0 CHERYL TURNER DIRECTOR OF SERVICE 130000 0 1000 0 759 0 10332 0 42431 0 184522 0 0 0 PART I, LINE 4A THE ORGANIZATION REMAINS SUBJECT TO A CONFIDENTIALITY RESTRICTION. PART I, LINE 1B: THE ORGANIZATION PROVIDES TAXABLE HEALTH CLUB MEMBERSHIP BENEFITS TO ALL FULL TIME EMPLOYEES. THE ORGANIZATION PAYS UP TO $30 A MONTH FOR STAFF HEALTH CLUB MEMBERSHIPS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS DRAFTED THROUGH A COLLABORATIVE EFFORT OF THE FPBT'S OUTSIDE AUDIT FIRM AND IN-HOUSE FINANCIAL PROFESSIONALS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS SPECIFICALLY WRITTEN CONFLICT OF INTEREST POLICIES WITH RESPECT TO EMPLOYEES. THE OFFICERS HAVE A RESPONSIBILITY TO AVOID ANY CONFLICTS OF INTEREST UNDER THE GOVERNING DOCUMENTS. FORM 990, PART VI, SECTION B, LINE 15A COMPARABLE DATA IS USED IN DETERMINING THE EXECUTIVE DIRECTOR'S COMPENSATION SUBJECT TO THE ANNUAL APPROVAL OF BOARD OF TRUSTEES. THE GOVERNING DOCUMENTS GRANTS THE EXECUTIVE DIRECTOR THE AUTHORITY TO HIRE AND DIRECT THE STAFF AS IS NECESSARY TO PERFORM THE AFFAIRS OF THE TRUST AND TO ESTABLISH THEIR SALARIES AND TERMS AND CONDITIONS OF EMPLOYMENT, SUBJECT TO THE ANNUAL BUDGET APPROVED BY THE BOARD OF TRUSTEES. A REVIEW OF COMPARABLE DATA IS ALSO USED IN DETERMINING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE TRUST'S FORM 990 AND GOVERNING DOCUMENTS ARE AVAILABLE AS REQUIRED BY LAW UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING 853,057. ADMINISTRATIVE 400,000. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORMER PLAYER BENEFITS TRUST 1133 20TH STREET NW WASHINGTON DC 20036 463459332 WELFARE BENEFIT PLAN DC 501(C)(9) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0