2022-01-18T14:04:22-06:00 2021-02-28 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2020-03-01 463459332 FORMER PLAYER BENEFITS 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 19788566 0 X WWW.PLAYERSTRUST.COM X 2013 DC THE TRUST PROVIDES BENEFITS, SERVICES AND RESOURCES TO ELIGIBLE FORMER NFL PLAYERS. 6 6 0 0 0 0 0 0 19500000 19762100 188505 18773 0 7693 19688505 19788566 0 0 18179860 16169807 0 0 0 0 0 40141 27156 18220001 16196963 1468504 3591603 24626263 27271707 988793 42634 23637470 27229073 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 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 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 X 6 6 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 (THROUGH 3/20) 1.00 1.00 X 0 0 0 KELLY MEHRTENS INTERIM EXECUTIVE DIRECTOR 1.00 40.00 X 0 247755 74674 BRONWYN LONGCHAMP SENIOR MANAGER, MARKETING 1.00 40.00 X 0 182184 57707 LYDIA ZAKHARI STAFF COUNSEL 1.00 40.00 X 0 161924 74728 HANNIBAL NAVIES DIRECTOR, ENGAGEMENT & OUT 1.00 40.00 X 0 130233 48517 CHERYL TURNER DIRECTOR OF SERVICE 1.00 40.00 X 0 131759 52763 0 853855 308389 0 0 1 0 CLEVELAND CLINIC FDN 9500 EUCLID AVE MAIL STOP - U10 CLEVELAND OH 44195 MEDICAL SERVICES 4881360 ADM TULANE EDUCATIONAL FUND 1430 TULANE AVE SL-53 NEW ORLEANS LA 70112 MEDICAL SERVICES 2769953 ATHLETES' PERFORMANCE 2629 ROSE GARDEN LANE PHOENIX AZ 85050 WELLNESS CONSULTING 913812 YMCA OF THE USA 101 NORTH WACKER DRIVE SUITE 1600 CHICAGO IL 60606 WELLNESS CONSULTING 837200 CENTER FOR THE STUDY OF RETIRED ATHLETES 209 FETZER HALL CB8700 CHAPEL HILL NC 27599 MEDICAL SERVICES 705556 9 PROGRAM CONTRIBUTIONS 900099 19762100 19762100 19762100 18773 18773 MISCELLANEOUS REVENUE 900099 7693 7693 7693 19788566 19769793 0 18773 16169807 6294 20862 16196963 985919 735578 19827153 19762100 3682788 6664488 336718 248695 108885 88023 21518 21518 24626263 27271707 988793 42634 988793 42634 X 0 0 0 0 23637470 27229073 23637470 27229073 24626263 27271707 3591603 0 X X 0 1 X 1 0 81226 81226 0 255492 167469 88023 88023 X 19788566 0 19788566 0 19788566 16196963 0 16196963 0 16196963 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. 1 X 1 0 0 KELLY MEHRTENS INTERIM EXECUTIVE DIRECTOR 0 228257 0 1000 0 18498 0 33802 0 40872 0 322429 0 0 BRONWYN LONGCHAMP SENIOR MANAGER, MARKETING 0 86522 0 0 0 95662 0 18025 0 39682 0 239891 0 0 LYDIA ZAKHARI STAFF COUNSEL 0 160425 0 1000 0 499 0 26314 0 48414 0 236652 0 0 HANNIBAL NAVIES DIRECTOR, ENGAGEMENT & OUT 0 128547 0 1000 0 686 0 20098 0 28419 0 178750 0 0 CHERYL TURNER DIRECTOR OF SERVICE 0 130000 0 1000 0 759 0 10332 0 42431 0 184522 0 0 PART I, LINE 4A BRONWYN LONGCHAMP RECIEVED A SEVERANCE PAYMENT OF $84,359. 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 XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORMER PLAYER LABOR-MANAGEMENT COOPERATION COMMITTEE TRUST 1133 20TH STREET NW WASHINGTON DC 20036 813595159 LABOR MANAGEMENT COOPERATION COMMITTEE DC 501(C)(5) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0