Civic Intelligence

AFL-CIO Mutual Benefit Fund

990 • Fiscal year 2014 • EIN 13-4237843

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 05, 2015

Organization ProfileN/A
1100 First Street NE No 850Washington, DC 20002

(202) 778-9815

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

21st percentile

0.01x

Higher debt load relative to assets than 21% of similar nonprofits.

2014 filings • 501(c)5 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

46th percentile

0.11x

Higher debt load relative to revenue than 46% of similar nonprofits.

2014 filings • 501(c)5 • $25M-$50M nonprofits • Source year 2014

Net Margin

99th percentile

55%

Higher net margin than 99% of similar nonprofits.

2014 filings • 501(c)5 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • $25M-$50M nonprofits • Source year 2014

Asset Growth

63rd percentile

9.0%

Faster asset growth than 63% of similar nonprofits.

2014 filings • 501(c)5 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

10th percentile

-28%

Faster revenue growth than 10% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$28,536,313

Up $2,355,804 (+9.0%) from 2013

Net Assets

Up

$28,203,334

Up $2,458,319 (+9.5%) from 2013

Liabilities

Down

$332,979

Down $102,515 (-24%) from 2013

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin99th percentile

Revenue

Down

$3,054,693

Down $1,166,117 (-28%) from 2013

Expenses

Up

$1,370,928

Up $219,408 (+19%) from 2013

Net Income

Down

$1,683,765

Down $1,385,525 (-45%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2010: $11,190,785Liabilities 2010: $66,912Net Assets 2010: $11,123,8732010Assets 2011: $15,507,178Liabilities 2011: $286,216Net Assets 2011: $15,220,9622011Assets 2012: $21,727,265Liabilities 2012: $133,502Net Assets 2012: $21,593,7632012Assets 2013: $26,180,509Liabilities 2013: $435,494Net Assets 2013: $25,745,0152013Assets 2014: $28,536,313Liabilities 2014: $332,979Net Assets 2014: $28,203,3342014Assets 2015: $29,633,216Liabilities 2015: $320,188Net Assets 2015: $29,313,0282015Assets 2016: $32,436,654Liabilities 2016: $498,427Net Assets 2016: $31,938,2272016Assets 2017: $35,857,738Liabilities 2017: $329,948Net Assets 2017: $35,527,7902017Assets 2018: $35,009,828Liabilities 2018: $325,452Net Assets 2018: $34,684,3762018Assets 2019: $40,172,977Liabilities 2019: $330,445Net Assets 2019: $39,842,5322019Assets 2020: $43,720,434Liabilities 2020: $439,836Net Assets 2020: $43,280,5982020Assets 2021: $47,285,320Liabilities 2021: $170,258Net Assets 2021: $47,115,0622021Assets 2022: $39,500,557Liabilities 2022: $371,367Net Assets 2022: $39,129,1902022Assets 2023: $42,617,776Liabilities 2023: $832,867Net Assets 2023: $41,784,9092023Assets 2024: $44,152,595Liabilities 2024: $759,168Net Assets 2024: $43,393,4272024

Highlighted filing

2014

Assets$28,536,313
Liabilities$332,979
Net Assets$28,203,334
Open 2014 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,766,5782010Expenses 2011: $1,348,3502011Expenses 2012: $1,333,3882012Revenue 2013: $4,220,810Expenses 2013: $1,151,520Net Income 2013: $3,069,2902013Revenue 2014: $3,054,693Expenses 2014: $1,370,928Net Income 2014: $1,683,7652014Revenue 2015: $3,204,879Expenses 2015: $1,374,700Net Income 2015: $1,830,1792015Revenue 2016: $3,547,341Expenses 2016: $1,994,391Net Income 2016: $1,552,9502016Revenue 2017: $2,745,495Expenses 2017: $1,488,076Net Income 2017: $1,257,4192017Revenue 2018: $3,569,275Expenses 2018: $1,009,727Net Income 2018: $2,559,5482018Revenue 2019: $1,580,055Expenses 2019: $1,233,654Net Income 2019: $346,4012019Revenue 2020: $3,776,169Expenses 2020: $1,635,309Net Income 2020: $2,140,8602020Revenue 2021: $3,307,506Expenses 2021: $1,615,610Net Income 2021: $1,691,8962021Revenue 2022: $2,587,438Expenses 2022: $1,577,957Net Income 2022: $1,009,4812022Revenue 2023: $1,886,408Expenses 2023: $2,429,187Net Income 2023: -$542,7792023Revenue 2024: $1,826,351Expenses 2024: $2,672,963Net Income 2024: -$846,6122024

Highlighted filing

2014

Revenue$3,054,693
Expenses$1,370,928
Net Income$1,683,765
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 5, 2015
Return Version
2014v5.0
Gross Receipts
$8,607,470
Mission and Program Overview

Mission

To provide group and other insurance coverage and interest free mortgage loans to members of unions and organizations affiliated with the afl-cio.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$20,631,362$23,146,618▲ $2,515,256
Cash and Non-Interest-Bearing Accounts$2,661,866$2,164,830▼ $497,036
Other Notes and Loans Receivable, Net$1,997,534$1,966,641▼ $30,893
Savings and Temporary Cash Investments$807,406$1,148,500▲ $341,094
Accounts Receivable$82,341$109,724▲ $27,383
Total Assets$26,180,509$28,536,313▲ $2,355,804
Liabilities
Other Liabilities$406,494$303,979▼ $102,515
Accounts Payable and Accrued Expenses$29,000$29,000→ $0
Total Liabilities$435,494$332,979▼ $102,515
Net Assets / Fund Balance
Unrestricted Net Assets$25,745,015$28,203,334▲ $2,458,319
Total Net Assets Fund Balance$25,745,015$28,203,334▲ $2,458,319
Total Liabilities and Net Assets / Fund Balance$26,180,509$28,536,313▲ $2,355,804

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$23,146,618--
Compensation and Service Providers
Top Officer Pay13th percentile

Board Members and Trustees

NameTitle
Don WhartonTrustee
Gregory HambletTrustee
Henry GarridoTrustee
Karen AronowitzTrustee
Kevin StringerTrustee
Paul WhiteheadTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,922,500
Investment Income
$982,338
Other Revenue
$149,855
Change in Net Assets
$1,683,765

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,959,356
Revenue Not Reported on Financial Statements
$95,337
Revenue Not Reported on Form 990
$774,554
Total Revenue per Audited Statements
$3,733,910
Total Revenue per Form 990
$3,054,693
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$870,636
Other Expenses$500,292
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals---$870,636
Fees for Service Investment Mgmnt Fees---$95,337
Other Expenses---$76,042
Office Expenses---$48,096
Insurance---$45,247
Fees for Services Accounting---$27,000
Fees for Services Legal---$11,294
Fees for Services Other---$4,378
Travel---$4,227
Total Functional Expenses$0$0$0$1,370,928

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,370,928
Expenses per Audited Statements$1,275,591
Total Expenses per Audited Statements$1,275,591
Expenses Not Reported on Financial Statements$95,337
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Union Privilege$303,979
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

“The bylaws were revised to add a veterans grant.”

Form 990, Part VI, Section A, Line 8B

“The trust has never established or appointed committees.”

Form 990, Part VI, Section B, Line 11

“A copy of the form 990 prior to filing with the irs is provided to all trustees and general counsel for fund. Questions or issues raised (if any) regarding the form 990 are addressed and resolved by all interested parties prior to the final approval by the signing trustee.”

Form 990, Part VI, Section B, Line 12C

“The plan is maintained and administered in accordance with erisa sections 404 and 406 and the plan's "conflict of interest" policy is described in those sections. Since fiduciaries are required to disclose conflicts of interest and recuse themselves from decisions involving conflicts, the trustees therefore monitor and enforce the fund's compliance with erisa with the assistance of the fund's professionals and third party administrator.”

Form 990, Part VI, Section C, Line 19

“The plan makes available for inspection by the public upon request at the third party plan administrator's office: the governing documents and financial statements of the plan.”

Filing and Contact Details

Filer

Filer Name
Afl-cio Mutual Benefit Fund
EIN
13-4237843
Phone
2027789815
Address
1100 FIRST STREET NE NO 850, WASHINGTON, DC 20002

Signing Officer

Name
Paul Whitehead
Title
Trustee
Phone
2027789815
Signed
2015-10-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Whitehead
Formed
2001
Legal Domicile
Dc
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE SUITE 1200, WEST, BETHESDA, MD 20814
Preparer
Joann Woodson CPA
Phone
2023319880
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“A veterans grant program was added in 2014.”

Financial Statement Notes

PART X, LINE 2:

“The plan follows the authoritative guidance relating to accounting for uncertainty in income taxes included in accounting standards codification (asc) topic income taxes. These provisions provide consistent guidance for the accounting of 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 the tax return. The plan performed an evaluation of uncertain tax positions for the years ended december 31, 2014 and 2013, 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.”

Raw XML Appendix380 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING OF 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 THE TAX RETURN. THE PLAN PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2014 AND 2013, 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalExpensesPerForm990Amt01370928
IRS990ScheduleD/TotalLiabilityAmt0303979
IRS990ScheduleD/TotalRevenuePerForm990Amt03054693
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03733910
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01275591
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt025797
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt110832
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt2104707
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt344200
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt4626500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt557600
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt61000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0MORTGAGE ASSISTANCE STRIKE BENEFITS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1MORTGAGE ASSISTANCE DEATH BENEFITS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2MORTGAGE ASSISTANCE GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3HOSPITALIZATION GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt4DISABILITY GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt5JOB LOSS GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt6VETERANS GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt034
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt12
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt2105
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt337
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt4325
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt5192
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt61
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE MORTGAGE ASSISTANCE STRIKE BENEFIT PROVIDES FOR CASH ASSISTANCE TO QUALIFIED UNION MEMBERS ON STRIKE TO PAY HALF THE PRINCIPAL AND INTEREST OF UP TO THREE MONTHS WORTH OF MORTGAGE PAYMENTS TO CHASE HOME FINANCE. THE MEMBER IS IN NO WAY OBLIGATED TO PAY BACK THIS BENEFIT, AS IT IS CONSIDERED A GIFT. THE MORTGAGE ASSISTANCE DEATH BENEFITS PROVIDES FOR FORGIVENESS OF DEBT RELATED TO THE UNPAID MORTGAGE ASSISTANCE LOAN BALANCE FOR A MEMBER DUE TO DEATH OF THE MEMBER WHO RECEIVED THE INITIAL BENEFIT. THE MORTGAGE ASSISTANCE GRANT PROVIDES FOR THE FORGIVENESS OF DEBT UP TO THE FIRST $1,000 RELATED TO NEWLY QUALIFIED AND ESTABLISHED MORTGAGE ASSISTANCE LOANS. THE DISABILITY GRANT PROVIDES FOR A PAYMENT DIRECTLY TO THE MEMBER RANGING FROM $1,600-$2,700 DEPENDING ON THE AMOUNT OF INCOME LOSS DUE TO A DISABILITY. JOB LOSS GRANT PROVIDES FOR A $300 PAYMENT TO QUALIFIED UNION MEMBERS FOR SUBSTANTIATED INVOLUNTARY JOB LOSS. HOSPITALIZATION GRANT PROVIDES $1,200 TO A QUALIFIED APPLICANT TO ASSIST IN PAYING FOR LARGE OUT OF POCKET HOSPITALIZATION EXPENSES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, COLUMN B
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A VETERANS GRANT PROGRAM WAS ADDED IN 2014.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BYLAWS WERE REVISED TO ADD A VETERANS GRANT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST HAS NEVER ESTABLISHED OR APPOINTED COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF THE FORM 990 PRIOR TO FILING WITH THE IRS IS PROVIDED TO ALL TRUSTEES AND GENERAL COUNSEL FOR FUND. QUESTIONS OR ISSUES RAISED (IF ANY) REGARDING THE FORM 990 ARE ADDRESSED AND RESOLVED BY ALL INTERESTED PARTIES PRIOR TO THE FINAL APPROVAL BY THE SIGNING TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PLAN IS MAINTAINED AND ADMINISTERED IN ACCORDANCE WITH ERISA SECTIONS 404 AND 406 AND THE PLAN'S "CONFLICT OF INTEREST" POLICY IS DESCRIBED IN THOSE SECTIONS. SINCE FIDUCIARIES ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST AND RECUSE THEMSELVES FROM DECISIONS INVOLVING CONFLICTS, THE TRUSTEES THEREFORE MONITOR AND ENFORCE THE FUND'S COMPLIANCE WITH ERISA WITH THE ASSISTANCE OF THE FUND'S PROFESSIONALS AND THIRD PARTY ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PLAN MAKES AVAILABLE FOR INSPECTION BY THE PUBLIC UPON REQUEST AT THE THIRD PARTY PLAN ADMINISTRATOR'S OFFICE: THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS OF THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0AFL-CIO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0530228172
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FEDERATION OF LABOR UNIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0815 16TH STREET NW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WASHINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd020006
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd01
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt026180509
IRS990/TotalAssetsEOYAmt028536313
IRS990/TotalAssetsGrp/BOYAmt026180509
IRS990/TotalAssetsGrp/EOYAmt028536313
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01370928
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0435494
IRS990/TotalLiabilitiesEOYAmt0332979
IRS990/TotalLiabilitiesGrp/BOYAmt0435494
IRS990/TotalLiabilitiesGrp/EOYAmt0332979
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt025745015
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt028203334
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt01922500
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0982338
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02072355
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03054693
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt026180509
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt028536313
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt04227
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt025745015
IRS990/UnrestrictedNetAssetsGrp/EOYAmt028203334
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01100 FIRST STREET NE NO 850
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd020002
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL WHITEHEAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02027789815
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AFL-CIO MUTUAL BENEFIT FUND
ReturnHeader/Filer/BusinessNameControlTxt0AFL-
ReturnHeader/Filer/EIN0134237843
ReturnHeader/Filer/PhoneNum02027789815
ReturnHeader/Filer/USAddress/AddressLine1Txt01100 FIRST STREET NE NO 850
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020002
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALIBRE CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07501 WISCONSIN AVENUE SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020814
ReturnHeader/PreparerPersonGrp/PhoneNum02023319880
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANN WOODSON CPA
ReturnHeader/ReturnTs02015-10-05T17:15:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,536,313
Liabilities
$332,979
Net assets
$28,203,334
Revenue
$3,054,693
Expenses
$1,370,928
Net income
$1,683,765
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.2$0.76$43.4$1.83$2.67$0.85
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.6$0.83$41.8$1.89$2.43$0.54
2022Detailed filing. Detailed filing data is available for this year.$39.5$0.37$39.1$2.59$1.58$1.01
2021Detailed filing. Detailed filing data is available for this year.$47.3$0.17$47.1$3.31$1.62$1.69
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.7$0.44$43.3$3.78$1.64$2.14
2019Detailed filing. Detailed filing data is available for this year.$40.2$0.33$39.8$1.58$1.23$0.35
2018Detailed filing. Detailed filing data is available for this year.$35.0$0.33$34.7$3.57$1.01$2.56
2017Detailed filing. Detailed filing data is available for this year.$35.9$0.33$35.5$2.75$1.49$1.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.4$0.50$31.9$3.55$1.99$1.55
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.6$0.32$29.3$3.20$1.37$1.83
2014Detailed filing. Detailed filing data is available for this year.$28.5$0.33$28.2$3.05$1.37$1.68
2013Detailed filing. Detailed filing data is available for this year.$26.2$0.44$25.7$4.22$1.15$3.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.7$0.13$21.6$1.33
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.5$0.29$15.2$1.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.2$0.07$11.1$1.77