Nonprofit · EIN 52-1846907
AMERICAN FEDERATION OF TEACHERS BENEFIT TR
Also known as MCELROY EDWARD A SHANKER ETAL TTEES
Tax-exempt · WASHINGTON, DC 20001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,479,157 | $1,724,427 | -$245,270 | $318,475 | $0 | $318,475 |
| June 30, 2024 | 990 | $57,262 | $2,364,152 | -$2,306,890 | $508,044 | $0 | $508,044 |
| June 30, 2023 | 990 | $2,526,577 | $2,797,826 | -$271,249 | $2,760,561 | $529 | $2,760,032 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,476,310
- Program service revenue
- $0
- Investment income
- $2,847
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,667,506
- Other salaries and wages
- $55,701
- Salaries, compensation and benefits (total)
- $55,701
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $508,044
- Total assets, end of year
- $318,475
- Total liabilities, end of year
- $0
- Net assets, end of year
- $318,475
- Net assets without donor restrictions
- $318,475
- Gross receipts
- $1,479,157
- Employees
- 0
- Volunteers
- 7
- Year formed
- 1993
- State of legal domicile
- DC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| FEDRICK INGRAM | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $378,909 | $92,323 |
| EVELYN DEJESUS | SECRETARY Trustee or director, Officer | 1 | $0 | $298,935 | $86,959 |
| DAVID GRAY | TRUSTEE (UNTIL 10/9/24) Trustee or director | 1 | $0 | $0 | $0 |
| JERRY JORDAN | TRUSTEE (UNTIL 10/9/24) Trustee or director | 1 | $0 | $0 | $0 |
| VICKY BYRD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ARTHUR STEINBERG | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KATHY CHAVEZ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| FREDERICK ALBERT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GLENEVA DUNHAM | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| FEDRICK INGRAM | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $373,553 | $86,819 |
| EVELYN DEJESUS | SECRETARY Trustee or director, Officer | 1 | $0 | $287,959 | $83,509 |
| DAVID GRAY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JERRY JORDAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LOUIS MALFARO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| FEDRICK INGRAM | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $372,146 | $86,820 |
| EVELYN DEJESUS | SECRETARY Trustee or director, Officer | 1 | $0 | $292,823 | $83,509 |
| DAVID GRAY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JERRY JORDAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LOUIS MALFARO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 555 NEW JERSEY AVE NW, WASHINGTON, DC 20001-2029
- In care of
- % RON KROUSE
- Principal officer (990 for 2024)
- FEDRICK INGRAM, 555 NEW JERSEY AVE NW, WASHINGTON, DC 20001
- Signed the 990
- FEDRICK INGRAM, SECRETARY TREASURER
- Phone
- (202) 879-4500
- Return prepared by
- CALIBRE CPA GROUP PLLC
Mission
THE PURPOSE OF THE PLAN WAS TO PROVIDE VARIOUS MEDICAL, LIFE AND DISABILITY INSURANCE BENEFITS TO PARTICIPATING FEDERATION MEMBERS AS AN ENHANCEMENT TO COLLECTIVELY BARGAINED BENEFITS. THE PLAN TRANSFERRED OWNERSHIP OF CERTAIN BENEFIT PROGRAMS TO ANOTHER PROVIDER. ANY INCOME FROM THESE TRANSFERRED PROGRAMS AS WELL AS INCOME FROM PROGRAMS RETAINED BY THE PLAN IS REVENUE TO THE PLAN WHICH IS USED TO FURTHER MEMBER BENEFIT PROGRAMS.
Program accomplishments
- THE PURPOSE OF THE PLAN WAS TO PROVIDE VARIOUS MEDICAL, LIFE AND DISABILITY INSURANCE BENEFITS TO PARTICIPATING FEDERATION MEMBERS AS AN ENHANCEMENT TO COLLECTIVELY BARGAINED BENEFITS. THE PLAN TRANSFERRED OWNERSHIP OF CERTAIN BENEFIT PROGRAMS TO ANOTHER PROVIDER. ANY INCOME FROM THESE TRANSFERRED PROGRAMS AS WELL AS INCOME FROM PROGRAMS RETAINED BY THE PLAN IS REVENUE TO THE PLAN WHICH IS USED TO FURTHER MEMBER BENEFIT PROGRAMS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 52-1846907
- Tax-exempt status
- 501(c)(5): Labor, agricultural or horticultural organization
- Donations deductible
- No
- Exempt since
- 1995
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $318,475
- Income (IRS master file)
- $1,479,157
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,479,157 | $1,724,427 | $318,475 | IRS |
| 990 | June 2024 | $57,262 | $2,364,152 | $508,044 | XML |
| 990 | June 2023 | $2,526,577 | $2,797,826 | $2,760,561 | XML |
| 990 | June 2022 | $2,430,294 | $1,599,221 | $3,027,976 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-1846907).
Questions about AMERICAN FEDERATION OF TEACHERS BENEFIT TR
- What is the EIN of AMERICAN FEDERATION OF TEACHERS BENEFIT TR?
- The employer identification number (EIN) of AMERICAN FEDERATION OF TEACHERS BENEFIT TR is 52-1846907.
- Is AMERICAN FEDERATION OF TEACHERS BENEFIT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(5) since 1995.
- Are donations to AMERICAN FEDERATION OF TEACHERS BENEFIT TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does AMERICAN FEDERATION OF TEACHERS BENEFIT TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of AMERICAN FEDERATION OF TEACHERS BENEFIT TR due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AMERICAN FEDERATION OF TEACHERS BENEFIT TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of AMERICAN FEDERATION OF TEACHERS BENEFIT TR?
- The 990 for the year ended June 30, 2025 names FEDRICK INGRAM.
- Who are the officers and directors of AMERICAN FEDERATION OF TEACHERS BENEFIT TR?
- The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does AMERICAN FEDERATION OF TEACHERS BENEFIT TR have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,479,157, expenses of $1,724,427 and total assets of $318,475 at year end.
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