2024-06-25T10:59:59-05:00 2023-08-31 161131146 BONADIO & CO LLP 6 WEMBLEY CT ALBANY NY 12205 990 2022-09-01 166460576 NYSUT EDUCATION AND LEARNING TRUST NYSU 5182136000 800 TROY-SCHENECTADY ROAD LATHAM NY 121102455 J PHILIPPE ABRAHAM SECRETARY-TREASURER 5182136000 2024-06-17 1 J PHILIPPE ABRAHAM XXX-XX-XXXX 1 JUDITH J SORO P00743262 5184644080 2024-06-17 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z J PHILIPPE ABRAHAM 800 TROY-SCHENECTADY ROAD LATHAM NY 121102455 5325239 0 X WWW.NYSUT.ORG/ELT X 1997 NY THE EDUCATION & LEARNING TRUST PROVIDES RESEARCH-BASED, INNOVATIVE, AND COLLABORATIVE OPPORTUNITIES TO ENHANCE PROFESSIONAL LEARNING. 4 0 0 0 0 0 0 711724 4515766 4552715 5433 47915 35400 12885 4556599 5325239 0 0 0 0 1518048 1480635 0 0 0 2136961 2875717 3655009 4356352 901590 968887 1816981 2116508 1787120 1117760 29861 998748 X THE EDUCATION & LEARNING TRUST PROVIDES RESEARCH-BASED, INNOVATIVE, AND COLLABORATIVE OPPORTUNITIES TO ENHANCE PROFESSIONAL LEARNING. THE TRUST IS A UNION-LED PROVIDER OF PROFESSIONAL LEARNING WHICH OFFERS 1) INNOVATIVE PROGRAMS THAT ARE AFFORDABLE, FLEXIBLE AND RESEARCH-BASED, 2) HIGHLY EFFECTIVE FACILITATORS, 3) COLLABORATIVE PARTNERSHIPS FOR LEARNING. 0 0 2441867 5243324 DELIVERING EDUCATIONAL PROGRAMS TO EDUCATORS IN NEW YORK STATE WHICH FOCUS ON EFFECTIVE TEACHING IN THE CLASSROOM. THE ORGANIZATION ADVERTISES THROUGH THE "NYSUT UNITED" PUBLICATION OF NYSUT. THE ORGANIZATION ALSO POSTS AN ELECTRONIC VERSION OF THE BROCHURE ON THEIR WEBSITE AND PROVIDES THE SAME BROCHURE TO TEACHER CENTERS AROUND THE STATE. 0 34000 UNDER THE TEACHER AND PRINCIPAL EVALUATION LAW, SCHOOL DISTRICTS ANDBOCES ARE REQUIRED TO CONDUCT AN ANNUAL PROFESSIONAL PERFORMANCE REVIEW(APPR) ON EACH TEACHER AND PRINCIPAL, RESULTING IN A SINGLE COMPOSITEEFFECTIVENESS SCORE AND A RATING OF "HIGHLY EFFECTIVE," "EFFECTIVE,""DEVELOPING," "INEFFECTIVE." NYSUT EDUCATION AND LEARNING TRUSTPROVIDES A PROGRAM THAT FOCUSES ON TRAINING EDUCATORS ON THE NECESSARYREQUIREMENTS OF THE TEACHER EVALUATION PROCESS. 2441867 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 5 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JACLYN FERRUCCI 5182136000 800 TROY-SCHENECTADY ROAD LATHAM NY 121102455 X ANDREW PALLOTTA TRUSTEE THROUGH 4/2023 1.00 X 0 307757 132204 J PHILIPPE ABRAHAM TRUSTEE 1.00 X 0 162574 95419 JOLENE T DIBRANGO TRUSTEE THROUGH 4/2023 1.00 X 0 165793 95058 RONALD G GROSS TRUSTEE 1.00 X 0 265859 127901 JAIME CIFFONE TRUSTEE BEGINNING 5/2023 1.00 X 0 0 0 MELINDA PERSON TRUSTEE BEGINNING 5/2023 1.00 X 0 251668 133738 PETER APPLEBEE DIR OF POLICY AND PROGRAM DEV 12.00 X 0 189504 109736 SUSAN D LAFOND ASST IN RESEARCH/ED SVCS 35.00 X 0 150127 88449 CAROLYN L WILLIAMS ASST IN RESEARCH/ED SVCS 9.00 X 0 170834 96218 JOAN ROGERS-HARRINGTON ASST IN RESEARCH/ED SVCS 4.00 X 0 165011 102833 JACLYN FERRUCCI DEPUTY DIRECTOR OF FINANCE 1.00 X 0 178741 107065 JOHN C STROM ASST IN RESEARCH/ED SVCS 35.00 X 0 165665 101701 DANIEL KINLEY FORMER DIR-POLICY & PROGRAM DEV 12.00 X 0 172867 125095 0 2346400 1315417 0 1 1 1 0 711724 711724 COURSE REGISTRATION 541100 4102645 4102645 WORKSHOP REVENUE 611710 380275 380275 PASS-THROUGH GRANTS 611710 69795 69795 4552715 47915 47915 INTEREST FORGIVENESS 900099 12885 12885 12885 5325239 4565600 0 47915 1026538 1026538 364867 364867 4851 4851 84379 84379 12200 12200 9200 9200 590 590 73758 73758 1843 1843 12885 12885 605 605 29953 29953 INSTRUCTOR FEES 869274 869274 GRANT EXPENSES 716498 716498 COURSE FEES 658105 658105 WORKSHOP EXPENSES 148158 148158 342648 47989 294659 4356352 2441867 1914485 0 1773293 2070820 40965 43570 376871 374753 2723 2118 1816981 2116508 286693 296790 210459 210207 1289968 610763 1787120 1117760 X -15284 958653 45145 40095 29861 998748 1816981 2116508 968887 0 X 0 1 X 0 0 X 180560 180560 0 196311 194193 2118 2118 EMPLOYEES ACCUM VACATION AND SICK PAY 295405 DUE TO RELATED PARTIES 315358 610763 5330289 5050 5050 5325239 0 5325239 4356352 0 4356352 0 4356352 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 LINE 3-EXPLANATION OF NONDISCRIMINATION POLICY THE SCHOOL HAS PUBLICIZED ITS RACIALLY NONDISCRIMINATORY POLICY IN BROCHURES THAT ARE PUBLISHED ON IT'S WEBSITE AS A PDF. COPIES OF THESE BROCHURES ARE ALSO DISTRIBUTED TO "TEACHERS CENTERS" ACROSS NEW YORK STATE. THE ORGANIZATION ALSO PUBLICIZES THE POLICY IN THE NYSUT UNITED, A PUBLICATION OF NYSUT WHICH IS MAILED PERIODICALLY TO ALL NYSUT MEMBERS. 0 0 0 0 0 0 0 0 0 ANDREW PALLOTTA TRUSTEE THROUGH 4/2023 0 288257 0 0 0 19500 0 79821 0 52383 0 439961 0 0 RONALD G GROSS TRUSTEE 0 244630 0 0 0 21229 0 69017 0 58884 0 393760 0 0 MELINDA PERSON TRUSTEE BEGINNING 5/2023 0 241268 0 0 0 10400 0 67128 0 66610 0 385406 0 0 PETER APPLEBEE DIR OF POLICY AND PROGRAM DEV 0 189504 0 0 0 0 0 49672 0 60064 0 299240 0 0 DANIEL KINLEY FORMER DIR-POLICY & PROGRAM DEV 0 85603 0 0 0 87264 0 90823 0 34272 0 297962 0 0 JACLYN FERRUCCI DEPUTY DIRECTOR OF FINANCE 0 178741 0 0 0 0 0 46932 0 60133 0 285806 0 0 JOAN ROGERS-HARRINGTON ASST IN RESEARCH/ED SVCS 0 165011 0 0 0 0 0 42973 0 59860 0 267844 0 0 JOHN C STROM ASST IN RESEARCH/ED SVCS 0 165665 0 0 0 0 0 43105 0 58596 0 267366 0 0 CAROLYN L WILLIAMS ASST IN RESEARCH/ED SVCS 0 170834 0 0 0 0 0 44229 0 51989 0 267052 0 0 JOLENE T DIBRANGO TRUSTEE THROUGH 4/2023 0 145293 0 0 0 20500 0 43084 0 51974 0 260851 0 0 J PHILIPPE ABRAHAM TRUSTEE 0 142074 0 0 0 20500 0 42454 0 52965 0 257993 0 0 SUSAN D LAFOND ASST IN RESEARCH/ED SVCS 0 150127 0 0 0 0 0 39049 0 49400 0 238576 0 0 FORM 990, SCHEDULE J, PART II J. PHILIPPE ABRAHAM - THIS OFFICER WAS UNDER A COMPENSATION ARRANGEMENT IN 2022 WHERE A RELATED ORGANIZATION TO THE FILING ORGANIZATION PAYS SOME OF THIS OFFICER'S COMPENSATION AND AN UNRELATED ORGANIZATION (UNITED UNIVERSITY PROFESSIONS) PAYS THE REMAINDER OF THE COMPENSATION. FOR 2022, THE AMOUNT PAID TO J. PHILIPPE ABRAHAM BY UNITED UNIVERSITY PROFESSIONS TOTALED $165,466 WHICH INCLUDES WAGES, RETIREMENT AND NONTAXABLE BENEFITS. JOLENE DIBRANGO - THIS OFFICER WAS UNDER A COMPENSATION ARRANGEMENT IN 2022 WHERE A RELATED ORGANIZATION TO THE FILING ORGANIZATION PAYS SOME OF THIS OFFICER'S COMPENSATION AND AN UNRELATED ORGANIZATION (PITTSFORD CENTRAL SCHOOL DISTRICT) PAYS THE REMAINDER OF THE COMPENSATION. FOR 2022, THE AMOUNT PAID TO JOLENE DIBRANGO BY THE PITTSFORD CENTRAL SCHOOL DISTRICT TOTALED $115,475 WHICH INCLUDES WAGES, RETIREMENT AND NONTAXABLE BENEFITS. FORM 990, PART VI, SECTION B, LINE 11B A FINAL DRAFT OF THE FORM 990 IS PROVIDED TO ELT'S TRUSTEES PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST OFFICER IS APPOINTED WHOSE RESPONSIBILITIES ARE TO MONITOR THE IMPLEMENTATION OF THE CONFLICT OF INTEREST POLICY AND RECOMMEND TO AN OVERSIGHT COMMITTEE, SUCH MODIFICATIONS IN THE POLICY AS HE OR SHE MAY FROM TIME TO TIME DEEM APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15 THIS ORGANIZATION, AND ALL ITS RELATED ORGANIZATIONS, DETERMINES COMPENSATION OF ALL ITS OFFICERS AND KEY EMPLOYEES ANNUALLY EITHER BY A) COMPLIANCE WITH COLLECTIVE BARGAINING AGREEMENTS FOR INDIVIDUALS COVERED BY THE CBAS OR B) THE BOARD OF DIRECTORS OF THE PARENT ORGANIZATION, NEW YORK STATE UNITED TEACHERS FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART VII, SECTION A, LINE 1A, COLUMN B: SOME OF THE OFFICERS AND DIRECTORS LISTED IN PART VII, SECTION A, LINE 1A ALSO SERVE IN SIMILAR ROLES FOR RELATED ORGANIZATIONS. THE HOURS LISTED IN PART VII COLUMN B REFLECT THE AVERAGE HOURS PER WEEK FOR THIS ORGANIZATION ONLY. THE HOURS WORKED FOR RELATED ORGANIZATIONS ARE REFLECTED ON THE RESPECTIVE ORGANIZATIONS' FORM 990. MARY MULDOON FUND 800 TROY SCHENECTADY ROAD LATHAM NY 12110 146030191 PRIVATE FOUNDATION NY 501(C)(3) PF N/A 0 NEW YORK STATE UNITED TEACHERS 800 TROY SCHENECTADY ROAD LATHAM NY 12110 141584772 LABOR ORGANIZATION NY 501(C)(5) N/A 0 NEW YORK STATE UNTIED TEACHERS MEMBER BENEFITS TRUST 800 TROY SCHENECTADY ROAD LATHAM NY 12110 222480854 BENEFIT PLAN NY 501(C)(5) N/A 0 NYSUT BUILIDING CORP 800 TROY SCHENECTADY ROAD LATHAM NY 12110 141700200 BUILDING CORPORATION NY 501(C)(2) NEW YORK STATE UNITED TEACHERS 0 NYSUT DISASTER RELIEF AND SCHOLARSHIP TRUST 800 TROY SCHENECTADY ROAD LATHAM NY 12110 113761261 TO PROVIDE DISASTER RELIEF AND SCHOLARSHIPS NY 501(C)(3) LINE 7 N/A 0 NYSUT EMPLOYEES RETIREMENT PLAN 800 TROY SCHENECTADY ROAD LATHAM NY 12110 141584772 NYSUT EMPLOYEE BENEFIT FUND NY 501 (A) N/A 0 NYSUT RETIREE VEBA HEALTH FUND 800 TROY SCHENECTADY ROAD LATHAM NY 12110 146204878 BENEFIT PLAN NY 501(C)(9) N/A 0 NYSUT STAFF 401(K) PLAN 800 TROY SCHENECTADY ROAD LATHAM NY 12110 141584772 NYSUT EMPLOYEE BENEFIT FUND NY 501 (A) N/A 0 VOICE OF TEACHERS FOR EDUCATION COMMITTEE 800 TROY SCHENECTADY ROAD LATHAM NY 12110 141565672 POLITICAL COMMITTEE NY 527 N/A 0 VOTECOPE (FEDERAL) 800 TROY SCHENECTADY ROAD LATHAM NY 12110 264047272 POLITICAL COMMITTEE NY 527 N/A 0 NYSUT MB CATASTROPHE MAJOR MEDICAL INSURANCE TRUST 800 TROY-SCHENECTADY ROAD LATHAM NY 12110 477358956 PROVIDES MAJOR MEDICAL INSURANCE NY 501(C)(5) N/A 0 NYSUT MEMBER BENEFIT CORP 800 TROY SCHENECTADY ROAD LATHAM NY 12110 263989358 BENEFIT PROGRAMS FOR UNION MEMBERS NY N/A C 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 0 0 0 NEW YORK STATE UNITED TEACHERS P 2945918 NEW YORK STATE UNITED TEACHERS BUILDING CORP K 73758 NEW YORK STATE UNITED TEACHERS E 313318 NEW YORK STATE UNITED TEACHERS N 110364