AMERICAN FEDERATION OF TEACHERS: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
AMERICAN FEDERATION OF TEACHERS (EIN 52-6044136)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-02-05
IRS object ID
201840369349301024
Schema version
2016v3.0
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)
Return2018-02-05T18:12:31-06:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

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 Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN526044136EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BALTIMORE TEACHERS UNIONBusinessNameLine1Txt
Business Name Line2LOCAL 340BusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBALTBusinessNameControlTxt
Phone4103586600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15800 METRO DRIVEAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP212153209ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARIETTA A ENGLISHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4103586600PhoneNum
Signature2018-02-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUBRINA WOOD CPAPreparerPersonNm
PTINP00365899PTIN
Phone2023319880PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.100.43.98IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-02-05IPDt
IP Tm19:12:07IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBD60AC01EAADFD2565B60A69C6EF11B1ACFA0A7AAtSubmissionCreationDeviceId
At Submission Filing Device Id28E579D5C84ADB7993B28797CA1155E887E5C41EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARIETTA A ENGLISHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15800 METRO DRIVEAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP212153209ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,849,116GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.BALTIMORETEACHERS.ORGWebsiteAddressTxt
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Formation1954FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionLABOR ORGANIZATION EXEMPT UNDER IRC SECTION 501(C)(5)ActivityOrMissionDesc
Voting Members Governing Body48VotingMembersGoverningBodyCnt
Voting Members Independent47VotingMembersIndependentCnt
Total Employee22TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$6,711,347PYProgramServiceRevenueAmt
CY Program Service Revenue$6,793,634CYProgramServiceRevenueAmt
PY Investment Income$8,488PYInvestmentIncomeAmt
CY Investment Income-$50,795CYInvestmentIncomeAmt
PY Other Revenue$133,549PYOtherRevenueAmt
CY Other Revenue$261,521CYOtherRevenueAmt
PY Total Revenue$6,853,384PYTotalRevenueAmt
CY Total Revenue$7,004,360CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,302,176PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,267,506CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$4,564,482PYOtherExpensesAmt
CY Other Expenses$4,971,803CYOtherExpensesAmt
PY Total Expenses$6,866,658PYTotalExpensesAmt
CY Total Expenses$7,239,309CYTotalExpensesAmt
PY Revenues Less Expenses-$13,274PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$234,949CYRevenuesLessExpensesAmt
Total Assets BOY$6,070,810TotalAssetsBOYAmt
Total Assets EOY$9,540,004TotalAssetsEOYAmt
Total Liabilities BOY$5,217,873TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,406,457TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$852,937NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,133,547NetAssetsOrFundBalancesEOYAmt
MissionSEE SCHEDULE O FOR DETAILS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescLABOR UNION ADVOCATING THE INTERESTS OF TEACHERS, PARAPROFESSIONALS AND SCHOOL RELATED PERSONNEL IN BALTIMORE CITY'S PUBLIC SCHOOLS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
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
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document38IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee22EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members48GoverningBodyVotingMembersCnt
Independent Voting Member47IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
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 Line1MARIETTA A ENGLISH PRESIDENTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4103586600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15800 METRO DRIVE 2ND FLOORAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP212153209ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (54 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
MIRIAM BROOKS-ARNETTE
SPECIAL SERVICES VP2.00Yes (X)Yes (X)$0$0$0
RAYMOND ENGLISH
MEMBER AT LARGE2.00Yes (X)Yes (X)$0$0$0
ROGIE LEGASPI
MIDDLE SCHOOL VP2.00Yes (X)Yes (X)$0$0$0
WANDA THOMPSON
MEMBER AT LARGE2.00Yes (X)Yes (X)$0$0$0
PAMELA WILSON
MEMBER AT LARGE2.00Yes (X)Yes (X)$0$0$0
TERRY HARPER
PSRP CHAPTER SECRETARY2.00Yes (X)Yes (X)$0$0$0
CARLA MCCOY
VOCATIONAL VP2.00Yes (X)Yes (X)$0$0$0
ROSALIND STEWART
VOCATIONAL VP2.00Yes (X)Yes (X)$0$0$0
CYNTHIA BRUCE
SPECIAL SERVICES VP2.00Yes (X)Yes (X)$0$0$0
GLORIA FOSTER-WILLIAMS
SPECIAL SERVICES VP2.00Yes (X)Yes (X)$0$0$0
AVA PARRAN
SPECIAL SERVICES VP2.00Yes (X)Yes (X)$0$0$0
IRENE BOOZE
SPECIAL SERVICES VP2.00Yes (X)Yes (X)$0$0$0
INEZ CHAMBERS
SPECIAL SERVICES VP2.00Yes (X)Yes (X)$0$0$0
SHERRI HARRIS GIBBS
SPECIAL SERVICES VP2.00Yes (X)Yes (X)$0$0$0
MARIETTA ENGLISH
PRESIDENT45.00Yes (X)Yes (X)$192,921$0$56,403
SITA CHAITRAM
HIGH SCHOOL VP2.00Yes (X)Yes (X)$0$0$0
LAKEISHA PURNELL
HIGH SCHOOL VP2.00Yes (X)Yes (X)$0$0$0
COREY DEBNAM
MIDDLE SCHOOL VP2.00Yes (X)Yes (X)$0$0$0
YVETTE TURNER
MIDDLE SCHOOL VP2.00Yes (X)Yes (X)$0$0$0
THERESA BAILEY-GWYNN
MIDDLE SCHOOL VP2.00Yes (X)Yes (X)$0$0$0
LURITA JOHNSON
ELEMENTARY SCHOOL VP2.00Yes (X)Yes (X)$0$0$0
SUSAN IRELAND
ELEMENTARY SCHOOL VP2.00Yes (X)Yes (X)$0$0$0
CAROLYN JONES
ELEMENTARY SCHOOL VP2.00Yes (X)Yes (X)$0$0$0
SARAH MARTIN
ELEMENTARY SCHOOL VP2.00Yes (X)Yes (X)$0$0$0
BRANDI BOONE-WEST
ELEMENTARY SCHOOL VP2.00Yes (X)Yes (X)$0$0$0
DARLENE RANDALL-BROWN
ELEMENTARY SCHOOL VP2.00Yes (X)Yes (X)$0$0$0
KEVIN MEDLEY
ELEMENTARY SCHOOL VP2.00Yes (X)Yes (X)$0$0$0
KENYA CAMPBELL
TEACHER CHAPTER CHAIR2.00Yes (X)Yes (X)$0$0$0
LABRINA HOPKINS
TEACHER CHAPTER VICE CHAIR2.00Yes (X)Yes (X)$0$0$0
PAT CHILDS
TEACHER CHAPTER SECRETARY2.00Yes (X)Yes (X)$0$0$0
JAMES BLANCHARD
TEACHER CHAPTER TREASURER2.00Yes (X)Yes (X)$900$0$0
SANDRA DAVIS
PSRP CHAPTER CHAIR2.00Yes (X)Yes (X)$0$0$0
SHAWN MCKAY
PSRP CHAPTER VICE CHAIR2.00Yes (X)Yes (X)$0$0$0
PATRICIA KELLER
ELEMENTARY SCHOOL VP2.00Yes (X)Yes (X)$0$0$0
MARY FISHER
PSRP CHAPTER SECRETARY2.00Yes (X)Yes (X)$0$0$0
DEBORAH CROCKETT
PSRP CHAPTER TREASURER2.00Yes (X)Yes (X)$900$0$0
GERALDA THOMPSON
ELEMENTARY SCHOOL VP2.00Yes (X)Yes (X)$0$0$0
LINDA STEWARD
MIDDLE SCHOOL VP2.00Yes (X)Yes (X)$0$0$0
BERNARD BARBER
PSRP CHAPTER MEMBER AT LARGE2.00Yes (X)Yes (X)$0$0$0
CELIA ELLIOT
MEMBER AT LARGE2.00Yes (X)Yes (X)$0$0$0
ARYAH FRADKIN
MEMBER AT LARGE(UNTIL 08/02/16)2.00Yes (X)Yes (X)$0$0$0
ANN CRAIG
MEMBER AT LARGE(AS OF 08/02/16)2.00Yes (X)Yes (X)$0$0$0
KATRINA KICKBUSH
ELEMENTARY SCHOOL VP2.00Yes (X)Yes (X)$0$0$0
ANGELA MITCHELL-BUTLER
MEMBER AT LARGE2.00Yes (X)Yes (X)$0$0$0
TIFFANIE MURRAY
ELEMENTARY SCHOOL VP2.00Yes (X)Yes (X)$0$0$0
LENA FUGETT POLITE
MEMBER AT LARGE2.00Yes (X)Yes (X)$0$0$0
HARRY PRESTON
VOCATIONAL VP2.00Yes (X)Yes (X)$0$0$0
KRISTEN ROBINSON
MEMBER AT LARGE2.00Yes (X)Yes (X)$0$0$0
JUANITA WARE
VOCATIONAL VP2.00Yes (X)Yes (X)$0$0$0
JOHN CASEY
FIELD STAFF40.00$118,266$0$31,557Yes (X)
PEGGY GLADDEN
FIELD STAFF40.00$123,811$0$34,104Yes (X)
CONNIE GOODLY
FIELD STAFF40.00$131,666$0$38,198Yes (X)
GEORGE HENDRICKS
FIELD STAFF40.00$115,470$0$38,307Yes (X)
NEIL ROSS
FIELD STAFF40.00$118,265$0$44,764Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$802,199TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$243,333TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K9IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
THE WHITING-TURNER CONTRACTING COMPANY
300 EAST JOPPA ROAD 8TH FLOORBALTIMOREMD21286CONSTRUCTION COMPANY$1,952,614
KAHN SMITH & COLLINS PA
201 NORTH CHARLES STREETBALTIMOREMD21201LEGAL SERVICES$395,825
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
MEMBERSHIP DUES900099$6,649,451$6,649,451
SPONSORSHIPS - MEETING900099$84,248$84,248
REGISTRATION FEES900099$37,255$37,255
ASSISTANCE - AFT900099$22,680$22,680
FieldValueIRS element (for citing)
Total Program Service Revenue$6,793,634TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,179TotalRevenueColumnAmt
Exclusion$9,179ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$193,272RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$193,272RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$193,272TotalRevenueColumnAmt
Exclusion$193,272ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$784,782OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$844,756OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other-$59,974OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$59,974TotalRevenueColumnAmt
Exclusion-$59,974ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Business900099BusinessCd
Total Revenue Column$68,249TotalRevenueColumnAmt
Related Or Exempt Func Income$68,249RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$68,249OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,004,360TotalRevenueColumnAmt
Related Or Exempt Func Income$6,777,635RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$226,725ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$309,422TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,451,745TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$186,868TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$248,363TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$71,108TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$311,745TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$70,500TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$74,535TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,812TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$189,521TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$380,913TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$75,482TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$645,204TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$63,565TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$2,619,714TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$30,398TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
POST RETIREMENT BENEFIT$358,964
COLLECTIVE BARGAINING$121,334
OTHER$28,116

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$7,239,309TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,753,412BOYAmt
EOY$3,440,044EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$360,871BOYAmt
EOY$361,440EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$34,593BOYAmt
EOY$46,087EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$60,659BOYAmt
EOY$154,528EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$5,881,164LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,201,162LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,038,833BOYAmt
EOY$4,680,002EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$74,073BOYAmt
EOY$86,149EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$489,295BOYAmt
EOY$503,974EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$259,074BOYAmt
EOY$267,780EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$6,070,810BOYAmt
EOY$9,540,004EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,151,920BOYAmt
EOY$4,224,975EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,109,248BOYAmt
EOY$1,110,930EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,956,705BOYAmt
EOY$3,070,552EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,217,873BOYAmt
EOY$8,406,457EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$852,937BOYAmt
EOY$1,133,547EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$852,937BOYAmt
EOY$1,133,547EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,070,810BOYAmt
EOY$9,540,004EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$234,949ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$19,034NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$496,525OtherChangesInNetAssetsAmt
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 C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues NondedYes (1)SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior Year0AgreeCarryoverPriorYearInd

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$33,241OtherCostOrOtherBasisAmt
Book Value$33,241BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,381,794OtherCostOrOtherBasisAmt
Depreciation$1,040,371DepreciationAmt
Book Value$4,341,423BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$466,129OtherCostOrOtherBasisAmt
Depreciation$160,791DepreciationAmt
Book Value$305,338BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$4,680,002TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescANNUITY CONTRACTDesc
Book Value$503,974BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$503,974TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DEFERRED COMPENSATION$252,202
POSTRETIREMENT BENEFIT OBLIGATION$2,575,648
DEFERRED RENT LIABILITY$242,702
FieldValueIRS element (for citing)
Total Liability$3,070,552TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$7,083,368TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$19,034NetUnrealizedGainsInvstAmt
Revenue Not Reported$19,034RevenueNotReportedAmt
Revenue Subtotal$7,064,334RevenueSubtotalAmt
Other Revenues Not Included-$59,974OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$59,974RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$7,004,360TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$7,299,283TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$59,974OtherExpensesIncludedAmt
Expenses Not Reported$59,974ExpensesNotReportedAmt
Expenses Subtotal$7,239,309ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$7,239,309TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE UNION 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 UNION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED JUNE 30, 2017, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF JUNE 30, 2017, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2013 THROUGH 2015 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE UNION FILES RETURNS.
PART XI, LINE 4B - OTHER ADJUSTMENTS:LOSS ON DISPOSAL OF FIXED ASSETS
PART XII, LINE 2D - OTHER ADJUSTMENTS:LOSS ON DISPOSAL OF FIXED ASSETS

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

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
MARIETTA ENGLISH
PRESIDENT$178,225$0$0$0$14,696$0$26,059$0$8,205$22,139$227,185$22,139$0$0
PEGGY GLADDEN
FIELD STAFF$123,811$0$0$0$0$0$17,803$0$4,401$11,900$146,015$11,900$0$0
CONNIE GOODLY
FIELD STAFF$131,666$0$0$0$0$0$19,097$0$7,378$11,723$158,141$11,723$0$0
GEORGE HENDRICKS
FIELD STAFF$115,470$0$0$0$0$0$16,781$0$1,821$19,705$134,072$19,705$0$0
NEIL ROSS
FIELD STAFF$118,265$0$0$0$0$0$16,960$0$4,414$23,390$139,639$23,390$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 1AFormAndLineReferenceDesc
ExplanationTHE OFFICERS RECEIVE FIRST CLASS TRAVEL ONLY WHEN COACH AND FIRST-CLASS RATE ARE COMPARABLE.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AFT MDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionMARIETTA ENGLISH IS PRESIDENT OF BOTH BTU AND AFT MD.RelationshipDescriptionTxt
Transaction$193,272TransactionAmt
TransactionAFT MD LEASES SPACE FROM BTUTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2THE PRESIDENT OF THE UNION, MARIETTA ENGLISH AND MEMBER-AT-LARGE RAYMOND ENGLISH, ARE RELATED.
FORM 990, PART VI, SECTION A, LINE 6WITH THE CONSTITUTIONAL CHANGE IN 2010, THE DUES RATE IS BASED ON THE FULL DUES, MODIFIED AND MINIMAL DUES RATES. WITH CONSTITUTIONAL CHANGE, THE BTU NOW HAS TWO CHAPTERS AND ONLY ONE PRESIDENT. THERE WERE ONCE TWO PRESIDENTS. BY STATE LAW THE UNION WAS GIVEN AN ADDITIONAL UNIT TO REPRESENT -- SCHOOL RELATED PERSONNEL. THE PARAPROFESSIONAL CHAPTER IS NOW THE "PARAPROFESSIONAL AND SCHOOL RELATED PERSONNEL."
FORM 990, PART VI, SECTION A, LINE 7AACTIVE CHAPTER MEMBERS ELECT THE EXECUTIVE BOARD MEMBERS OF EACH CHAPTER IN MAY OF EVERY THIRD YEAR. VOTING IS CONDUCTED BY SECRET BALLOT AMONG THE MEMBERS OF EACH CHAPTER IN GOOD STANDING.
FORM 990, PART VI, SECTION A, LINE 8BCOMMITTEES CANNOT ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS DRAFTED THROUGH A COLLABORATIVE EFFORT OF THE ORGANIZATION'S OUTSIDE AUDIT FIRM AND IN-HOUSE FINANCIAL AND LEGAL PROFESSIONALS. THE FORM IS THEN FINALIZED AND SUBMITTED.
FORM 990, PART VI, SECTION B, LINE 12CEACH ELECTED OFFICER, STAFF MEMBER OR BTU EMPLOYEE IS REQUIRED TO ANNUALLY (1) REVIEW A COPY OF THE POLICY AND TO ACKNOWLEDGE IN WRITING THAT HE OR SHE HAS DONE SO; (2) COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES IN WHICH HE OR SHE BELIEVES COULD CONTRIBUTE TO A CONFLICT OF INTEREST ARISING.
FORM 990, PART VI, SECTION C, LINE 19BTU'S FORM 990 IS AVAILABLE, AS REQUIRED BY LAW, UPON REQUEST. BTU'S GOVERNING DOCUMENTS ALONG WITH AUDITED FINANCIAL STATEMENTS ARE PUBLICLY AVAILABLE.
FORM 990, PART XI, LINE 9:PENSION RELATED CHANGES OTHER THEN NET PERIODIC PENSION COST 496,525. WRITE-DOWN OF PREPAID DEVELOPMENT COSTS
FORM 990, PART XII, LINE 2CTHE EXECUTIVE BOARD IS RESPONSIBLE FOR SELECTION OF THE AUDITOR AND OVERSIGHT OF THE AUDIT AND FINANCIAL STATEMENTS.
FORM 990, PART VI, SECTION B, LINE 15AS STATED IN THE BTU CONSTITUTION, THE EXECUTIVE BOARD SHALL SET AND ARRANGE FOR THE PAYMENT OF SALARIES AND EXPENSES OF EMPLOYEES AND OFFICERS.
FORM 990, PART III, LINE 1THE MISSION OF THE BALTIMORE TEACHERS UNION, LOCAL 340, IS TO PROMOTE THE BEST INTERESTS OF PUBLIC SCHOOLS OF BALTIMORE CITY; TO ADVANCE THE STANDARDS OF THE TEACHING PROFESSION; TO INSURE THAT EVERY STUDENT IS GUARANTEED A PROGRAM OF QUALITY EDUCATION; TO PROMOTE THE WELFARE OF ITS MEMBERS, TO PROMOTE THE AIMS AND OBJECTIVES OF THE AMERICAN FEDERATION OF TEACHERS TO EXPOSE AND FIGHT ALL FORMS OF RACISM AND DISCRIMINATION; TO ORGANIZE ALL PERSONNEL ENGAGED IN EDUCATION INTO ONE UNITED ORGANIZATION; AND TO ENGAGE IN COLLECTIVE BARGAINING, CULTURAL, CIVIC, LEGISLATIVE, POLITICAL, FRATERNAL, EDUCATIONAL, CHARITABLE, WELFARE, SOCIAL, AND OTHER ACTIVITIES WHICH THE INTEREST OF THE UNION AND ITS MEMBERSHIP.

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