2025-05-15T10:29:15-05:00 2024-06-30 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2023-07-01 520884503 AFL-CIO WORKING FOR AMERICA INSTITUTE AFL- 2025086932 815 16TH STREET NW WASHINGTON DC 20006 CHRISTIE BIEBER DIRECTOR OF FINANCE & OPERATNS 2025086932 2025-05-15 1 1 ERIN CRANMER P01712644 2023319880 2025-05-15 2023 2025-03-06 01:10:19Z X AMANDA BALLANTYNE 815 16TH STREET NW WASHINGTON DC 20006 3914760 0 X WWW.WORKINGFORAMERICA.ORG X 1968 DC TO PROMOTE ECONOMIC AND WORKFORCE DEVELOPMENT STRATEGIES TO CREATE GOOD JOBS AND TO ENGAGE IN PROGRAMS AND ADVOCACY THAT ADVANCE WORKER EDUCATION AND TRAINING; TO DEVELOP INNOVATIVE DEMONSTRATION APPRENTICESHIP AND CAREER PATHWAY PROGRAMS IN ADVANCED MANUFACTURING 3 1 3 1 0 0 1639178 3904536 0 0 0 50 0 10174 1639178 3914760 0 0 0 0 458567 668893 0 0 146733 1381933 1526456 1840500 2195349 -201322 1719411 1566909 5143539 836647 2693866 730262 2449673 X TO PROMOTE ECONOMIC AND WORKFORCE DEVELOPMENT STRATEGIES TO CREATE GOOD JOBS AND TO ENGAGE IN PROGRAMS AND ADVOCACY THAT ADVANCE WORKER EDUCATION AND TRAINING; TO DEVELOP INNOVATIVE DEMONSTRATION APPRENTICESHIP AND CAREER PATHWAY PROGRAMS IN ADVANCED MANUFACTURING 0 0 1112708 PARTNERSHIPS FOR ADVANCED MANUFACTURING APPRENTICESHIP: THE AFL-CIO WORKING FOR AMERICA INSTITUTE IS ENGAGED WITH LABOR, EMPLOYERS AS WELL AS NATIONAL STATE AND LOCAL INTERMEDIARIES IN EXPANDING HIGH-QUALITY APPRENTICESHIP, NOTABLY IN ADVANCED MANUFACTURING INCLUDING THE INDUSTRIAL MANUFACTURING TECHNICIAN (IMT) REGISTERED APPRENTICESHIP. WAI PROVIDES TECHNICAL ASSISTANCE TO BUILD CUSTOMIZED PROGRAMS, IS BUILDING A CURRICULUM TO PREPARE WORKERS FOR ENTRY-LEVEL JOBS IN MANUFACTURING, AND OPERATES DIRECT PROGRAMMING IN SELECT LOCALES. 177028 LABOR ENERGY PARTNERSHIPS:FORMED IN 2020, THE LABOR ENERGY PARTNERSHIP IS A COLLABORATION BETWEEN THE EFI FOUNDATION AND THE AFL-CIO TO SUPPORT THE 7.5 MILLION WORKERS IN THE U.S. ENERGY SECTOR AND SPUR ECONOMIC GROWTH THROUGH RESEARCH TO IDENTIFY ACTIONABLE RECOMMENDATIONS FOR CLEAN ENERGY POLICY. TO ACHIEVE THIS, LEP DEVELOPS INNOVATIVE, TECHNICALLY SOUND, PLACE-BASED SOLUTIONS TO THE CLIMATE CRISIS THAT ARE ROOTED IN SOCIAL AND ECONOMIC JUSTICE, AND CREATES AND SUSTAINS HIGH-QUALITY, UNION JOBS. LEP REGULARLY CONDUCTS NEW AND POLICY-RELEVANT RESEARCH TO ADDRESS THE CLIMATE CRISIS AND SUPPORT WORKING PEOPLE ACROSS AMERICA. 96423 WOMEN IN TRADES (WANTO): THE WOMEN IN ADVANCED MANUFACTURING (WAM) IS A TWO-YEAR PILOT PROGRAM FUNDED BY THE U.S. DEPARTMENT OF LABOR TO PROVIDE TECHNICAL ASSISTANCE TO EMPLOYERS AND LABOR UNIONS AND TO OFFER A PART-TIME PRE-APPRENTICESHIP TRAINING PROGRAM IN MANUFACTURING FOR UP TO 60 WOMEN IN GREATER BIRMINGHAM. COURSES ARE TAUGHT AT LAWSON STATE COMMUNITY COLLEGE. SUPPORT SERVICES, AS WELL AS CAREER COUNSELING AND MENTORSHIP, ARE OFFERED TO HELP THE PARTICIPANTS SUCCEED. 64298 MANUFACTURING CORE CURRICULUM 55683 JOBS FOR THE FUTURE 119981 1506140 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 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 0 0 1 0 1 0 1 X 11 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 1 1 0 X CALIBRE CPA GROUP PLLC 8664642839 7501 WISCONSIN AVENUE 1200 WEST BETHESDA MD 20814 ELIZABETH H SCHULER PRESIDENT 1.00 40.00 X X 0 280616 101735 FREDRICK REDMOND SECRETARY-TREASURER 1.00 40.00 X X 0 245600 93351 TERRENCE MELVIN SECRETARY-TREASURER 1.00 X 0 0 0 AMANDA BALLANTYNE EXECUTIVE DIRECTOR 20.00 20.00 X 0 183334 84398 ELIZABETH WEISS DEPUTY DIRECTOR 20.00 20.00 X 67743 67742 55258 67743 777292 334742 0 0 1 0 PROGRESS WORX LLC STU BASS 1700 MARKET STREET SUITE 1005 PHILADELPHIA PA 19103 CONSULTING 101446 1 651050 1697943 1555543 3904536 50 50 10174 10174 10174 3914760 0 0 10224 668893 265706 333065 70122 9807 7810 1405 592 76934 30000 46934 110650 28157 77493 5000 10073 4740 5333 3532 3532 28378 28378 13333 11578 1755 394203 394053 150 11226 11226 5173 5173 SUBCONTRACTORS AND PROF 862393 764096 27278 71019 COMMUNICATION 754 754 2195349 1506140 542476 146733 1013341 410950 398229 4420640 42688 583 69726 13354 48476 56372 64175 254994 1566909 5143539 770351 2446238 66296 247628 836647 2693866 X 99496 34201 630766 2415472 730262 2449673 1566909 5143539 1719411 0 X 0 1 X 0 1 1 X 1358803 1543669 1413422 1639178 3904536 9859608 1358803 1543669 1413422 1639178 3904536 9859608 1315414 8544194 50 50 2440370 10256 10174 2460800 12320458 0.69350 0.74340 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC INCOME - 2020 AMOUNT: $ 2,440,370. 2021 AMOUNT: $ 10,256. 2023 AMOUNT: $ 10,174. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6115 6115 2042501 2048616 252431 63108 0 0 252431 252431 378647 6115 6115 63108 63108 94662 69726 13354 56372 56372 LEASE LIABILITY 247628 247628 X 4071638 156878 156878 3914760 0 3914760 2352227 156878 156878 2195349 0 2195349 PART X, LINE 2: WAI IS EXEMPT FROM FEDERAL INCOME TAX, EXCEPT TAXES ON UNRELATED BUSINESS INCOME, IF APPLICABLE, UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. NO PROVISION FOR INCOME TAXES IS REQUIRED FOR THE YEARS ENDED JUNE 30, 2024 AND 2023, SINCE WAI HAD NO TAXABLE INCOME FROM UNRELATED BUSINESS ACTIVITIES. THE INCOME TAX POSITIONS TAKEN BY WAI FOR ANY YEARS OPEN UNDER THE VARIOUS STATUTES OF LIMITATIONS ARE THAT WAI CONTINUES TO BE EXEMPT FROM INCOME TAXES AND THAT THEY HAVE PROPERLY REPORTED UNRELATED BUSINESS INCOME THAT IS SUBJECT TO INCOME TAXES. WAI BELIEVES THAT THERE ARE NO TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD SIGNIFICANTLY INCREASE UNRECOGNIZED TAX LIABILITIES WITHIN 12 MONTHS OF THE REPORTING DATE. NONE OF WAI'S FEDERAL INCOME TAX RETURNS ARE CURRENTLY UNDER EXAMINATION. 0 0 0 0 0 0 0 0 0 ELIZABETH H SCHULER PRESIDENT 0 272250 0 0 0 8366 0 65340 0 36395 0 382351 0 0 FREDRICK REDMOND SECRETARY-TREASURER 0 238975 0 0 0 6625 0 57354 0 35997 0 338951 0 0 AMANDA BALLANTYNE EXECUTIVE DIRECTOR 0 179189 0 4000 0 145 0 43906 0 40492 0 267732 0 0 ELIZABETH WEISS DEPUTY DIRECTOR 67693 67692 0 0 50 50 19050 19050 8579 8579 95372 95371 0 0 FORM 990, PART V, LINES 2A AND 2B THE ORGANIZATION UTILIZES THE SERVICES OF A COMMON PAYMASTER, AFL-CIO TECHNOLOGY INSTITUTE, EIN 87-1908508. THE COMMON PAYMASTER FILES ALL REQUIRED FEDERAL AND STATE EMPLOYMENT TAX RETURNS ON BEHALF OF THE ORGANIZATION. THE NUMBER OF W-2S REPORTED HEREIN IS THE NUMBER THAT WOULD HAVE BEEN REPORTED BY THE ORGANIZATION HAD IT NOT USED THE SERVICES OF A COMMON PAYMASTER. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS CIRCULATED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS BASED ON SIMILAR SALARIES FOR SIMILAR POSITIONS IN OTHER UNION RELATED ORGANIZATIONS. THE EXECUTIVE DIRECTOR WAS SECURED FROM THE AFL-CIO IN FEBRUARY 2016. WAI REIMBURSES THE AFL-CIO BASED ON ACTUAL TIME AND COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 IS AVAILABLE UPON REQUEST AFL-CIO 815 16TH STREET NW WASHINGTON DC 20006 530228172 FEDERATION OF LABOR UNIONS DC 501(C)(5) 0 AFL-CIO TECHNOLOGY INSTITUTE 815 16TH STREET NW WASHINGTON DC 20006 871908508 CHARITABLE ORGANIZATION DC 501(C)(3) LINE 7 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 AFL-CIO TECHNOLOGY INSTITUTE N 33486 ACTUAL AMOUNT TRANSFERRED AFL-CIO TECHNOLOGY INSTITUTE O 661626 TIMECARD AFL-CIO O 156877 ACTUAL AMOUNT TRANSFERRED AFL-CIO C 651050 ACTUAL AMOUNT TRANSFERRED