Afl-CIO Technology Institute FY2024 filing

Tax-deductible

Washington, DC501(c)(3)Since 2021Civil Rights & AdvocacyEIN 87-1908508Revenue $6.3M in FY2024

On file with the IRSaflciotechinstitute.org815 16th St Nw, 20006-4101 · Washington, DCTax-exempt since Apr 2024Publicly supported charity — 170(b)(1)(A)(vi)

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The 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.

501(c)(3) charity; gifts are tax-deductible.
83¢ of each $1 spent went to programs.
$175K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 3
filings with a surplus
Average surplus $2.2M a year · 61% of revenue · last 3 filings
Looks good: a surplus in 3 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$175K
to officers and key staff · 7% of spending
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
14 mo
of spending, in cash
Looks good: 13.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $1.7M
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$188K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 3 voting members
Concern: none of 3 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$6.3M
+76% vs prior year
Spent
$2.7M
To programs
83%
Net assets
$6.6M
By yearFY2022–FY2024
Revenue
$6.3M
FY2024▲ +76%
Tap a bar for its year
Revenue by fiscal year
FY2022$896K
FY2023$3.6M
FY2024$6.3M
FY2024$1.6M
Expenses
$2.7M
FY2024▲ +113%
Tap a bar for its year
Expenses by fiscal year
FY2022$218K
FY2023$1.3M
FY2024$2.7M
FY2024$3.0M
Net assets
$6.6M
FY2024▲ +121%
Tap a bar for its year
Net assets by fiscal year
FY2022$678K
FY2023$3.0M
FY2024$6.6M
FY2024$5.2M

From the FY2024 Form 990 (year ending June 2024) · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 2024.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

83 cents of each dollar spent went to programs.

Program services 83% · $2.2M Management & general 16% · $418K Fundraising 1% · $37K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

5 people listed on the 990; $175K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Deputy Director
$107,308Pt VII · Sec A
Deputy Director
$67,742Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Executive Director
$0Pt VII · Sec A

Elizabeth Weiss’s $155K as Deputy Director is at the 58th percentile of top reported officer pay among 797 $1–10M civil rights & advocacy nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 7 named individuals · Part VII

NameFY2024FY2024
Elizabeth Weiss$154,900$67,742
Arohi Pathak$141,288—
Christie Bieber$138,062—
Crystal Weise$116,075—
Kimberly Cosby$115,660—
Sylvia Dietert$114,962—
Arohi a Pathak—$107,308

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Afl-CIO Technology Institute executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Researches and educates on worker voice to ensure technology benefits all, creating good jobs and workplace equity.

Provided by the organization

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1 program · $2.2M · in their own filed words · FY2023
01

The 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.

$2.2Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 3 funders$1.7M
See all 3 funders →
Grants paid · 5 grants · $250K · 2022–2022

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$6.3M
Ln 12
Gifts and grantsLn 1h$5.6M
Other incomeLn 4–11$529K
Fees for servicesLn 2g$167K
Money outPt IX
$2.7M
Ln 25
Programscol B$2.2M
Managementcol C$418K
Fundraisingcol D$37K
Owns and owesPt X
$6.6M
net assets · Ln 32
Cash and savingsLn 1–2$3.0M
Total assetsLn 16$6.8M
LiabilitiesLn 26$188K
PeoplePt VI, VII
5
listed · VII A
PaidVII A2
Voting boardVI 1a3
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$5.6M
Fees for servicesLn 2g$167K
Other incomeLn 4–11$529K
Total revenueLn 12$6.3M
Assets in detailPt X, end of year
CashLn 1$3.0M
Cash and savings togetherLn 1–2$3.0M
Land, buildings, equipmentLn 10c$51K
Other assetsLn 15$2.1M
Total assetsLn 16$6.8M
LiabilitiesLn 26$188K
Net assetsLn 32$6.6M
OperationsPt I, VI
EmployeesI 514
VolunteersI 63
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$1.2M$3.0M
Land, buildings, equipmentLn 10c$22K$51K
Total assetsLn 16$3.1M$6.8M
LiabilitiesLn 26$155K$188K
Net assetsLn 32$3.0M$6.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$1.2M$1.1M$122K$23K
Pension plan contributionsLn 8$261K$229K$26K$5K
Other employee benefitsLn 9$301K$265K$31K$6K
Payroll taxesLn 10$102K$90K$10K$2K
Legal feesLn 11b$9K$9K
Accounting feesLn 11c$45K$45K
Professional fundraising feesLn 11e$1K$1K
Other fees for servicesLn 11g$239K$150K$89K
Advertising and promotionLn 12$1K$1K
Office expensesLn 13$53K$8$53K
Information technologyLn 14$9K$2K$7K
OccupancyLn 16$26K$22K$4K$662
TravelLn 17$76K$76K
Conferences, conventions and meetingsLn 19$326K$326K
Depreciation, depletion and amortizationLn 22$6K$6K
InsuranceLn 23$100$100
Other expenses (24a–d)Ln 24$10K$10K
All other expensesLn 24e$6K$1$6K$1
Total functional expensesLn 25$2.7M$2.2M$418K$37K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Viewing $6.3M$2.7M$3.6M$6.6M 990 PDF
FY2023 $3.6M$1.3M$2.3M$3.0M 990 PDF
FY2022 $896K$218K$678K$678K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $6,281,798 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,450,000$5,585,554
I-9 Program service revenuePrior year $0$167,000
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $122,196$529,244
I-12 Total revenuePrior year $3,572,196$6,281,798
I-13 Grants and similar amounts paidPrior year $250,000$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $548,420$1,863,728
I-16a Professional fundraising feesPrior year $0$1,000
I-17 Other expensesPrior year $457,795$806,207
I-18 Total expensesPrior year $1,256,215$2,670,935
I-19 Revenue less expensesPrior year $2,315,981$3,610,863
Part VI · Governance 0 of 3 board members independent, 3 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members0
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $6,281,798 across 6 lines filed
VIII-1d Related organizations$5,335,554
VIII-1f All other contributions, gifts and grants$250,000
VIII-1h Total contributions, gifts and grants$5,585,554
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Excluded from tax $167,000$167,000
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $529,244$529,244
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $696,244$6,281,798
Part IX · Statement of functional expenses $2,670,935 across 18 lines filed
IX-7 Other salaries and wagesPrograms $1,055,140 · Management $121,708 · Fundraising $23,003$1,199,851
IX-8 Pension plan contributionsPrograms $229,305 · Management $26,450 · Fundraising $4,999$260,754
IX-9 Other employee benefitsPrograms $264,534 · Management $30,513 · Fundraising $5,767$300,814
IX-10 Payroll taxesPrograms $89,970 · Management $10,378 · Fundraising $1,961$102,309
IX-11b Legal feesManagement $9,323$9,323
IX-11c Accounting feesManagement $45,154$45,154
IX-11e Professional fundraising feesFundraising $1,000$1,000
IX-11g Other fees for servicesPrograms $150,253 · Management $88,855$239,108
IX-12 Advertising and promotionManagement $1,009$1,009
IX-13 Office expensesPrograms $8 · Management $52,715$52,723
IX-14 Information technologyPrograms $1,968 · Management $7,283$9,251
IX-16 OccupancyPrograms $21,629 · Management $3,505 · Fundraising $662$25,796
IX-17 TravelPrograms $76,310$76,310
IX-19 Conferences, conventions and meetingsPrograms $325,934$325,934
IX-22 Depreciation, depletion and amortizationManagement $5,991$5,991
IX-23 InsuranceManagement $100$100
IX-24 Other expenses (24a–d)Management $9,867$9,867
IX-24e All other expensesPrograms $1 · Management $5,639 · Fundraising $1$5,641
IX-25 Total functional expensesPrograms $2,215,052 · Management $418,490 · Fundraising $37,393$2,670,935
Part X · Balance sheet $6,787,361 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $1,196,859$3,002,149
X-3 Pledges and grants receivableStart of year $1,924,526$1,585,554
X-9 Prepaid expenses and deferred chargesStart of year $72$28,140
X-10c Land, buildings and equipment, netStart of year $22,161$50,721
X-15 Other assetsStart of year $0$2,120,797
X-16 Total assetsStart of year $3,143,618$6,787,361
X-17 Accounts payable and accrued expensesStart of year $155,040$187,920
X-26 Total liabilitiesStart of year $155,040$187,920
X-27 Net assets without donor restrictionsStart of year $1,388,578$2,649,441
X-28 Net assets with donor restrictionsStart of year $1,600,000$3,950,000
X-32 Total net assets or fund balancesStart of year $2,988,578$6,599,441
X-33 Total liabilities and net assetsStart of year $3,143,618$6,787,361
Part XI · Reconciliation of net assets $6,599,441 net assets at year end
XI-1 Total revenue$6,281,798
XI-2 Total expenses$2,670,935
XI-3 Revenue less expenses$3,610,863
XI-4 Net assets at start of year$2,988,578
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$6,599,441

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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