Civic Intelligence

AFL-CIO Mutual Benefit Fund

990 • Fiscal year 2017 • EIN 13-4237843

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 21, 2018

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

23rd percentile

0.01x

Higher debt load relative to assets than 23% of similar nonprofits.

2017 filings • 501(c)5 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

45th percentile

0.12x

Higher debt load relative to revenue than 45% of similar nonprofits.

2017 filings • 501(c)5 • $25M-$50M nonprofits • Source year 2017

Net Margin

95th percentile

46%

Higher net margin than 95% of similar nonprofits.

2017 filings • 501(c)5 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

4th percentile

$0

Higher top officer pay than 4% of similar nonprofits.

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

2017 filings • 501(c)5 • $25M-$50M nonprofits • Source year 2017

Asset Growth

55th percentile

11%

Faster asset growth than 55% of similar nonprofits.

2017 filings • 501(c)5 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

2nd percentile

-23%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • 501(c)5 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$35,857,738

Up $3,421,084 (+11%) from 2016

Net Assets

Up

$35,527,790

Up $3,589,563 (+11%) from 2016

Liabilities

Down

$329,948

Down $168,479 (-34%) from 2016

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin95th percentile

Revenue

Down

$2,745,495

Down $801,846 (-23%) from 2016

Expenses

Down

$1,488,076

Down $506,315 (-25%) from 2016

Net Income

Down

$1,257,419

Down $295,531 (-19%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2017

Assets$35,857,738
Liabilities$329,948
Net Assets$35,527,790
Open 2017 Filing

Operations Trend

Revenue Growth2nd 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

2017

Revenue$2,745,495
Expenses$1,488,076
Net Income$1,257,419
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 21, 2018
Return Version
2017v2.3
Gross Receipts
$4,858,037
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$26,996,274$31,106,354▲ $4,110,080
Savings and Temporary Cash Investments$2,063,853$1,700,597▼ $363,256
Cash and Non-Interest-Bearing Accounts$1,624,819$1,629,602▲ $4,783
Other Notes and Loans Receivable, Net$1,543,692$1,318,589▼ $225,103
Accounts Receivable$208,016$102,596▼ $105,420
Total Assets$32,436,654$35,857,738▲ $3,421,084
Liabilities
Accounts Payable and Accrued Expenses$29,000$188,000▲ $159,000
Other Liabilities$469,427$141,948▼ $327,479
Total Liabilities$498,427$329,948▼ $168,479
Net Assets / Fund Balance
Unrestricted Net Assets$31,938,227$35,527,790▲ $3,589,563
Total Net Assets Fund Balance$31,938,227$35,527,790▲ $3,589,563
Total Liabilities and Net Assets / Fund Balance$32,436,654$35,857,738▲ $3,421,084

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$31,106,354--
Compensation and Service Providers
Top Officer Pay4th percentile

Board Members and Trustees

NameTitle
Don WhartonTrustee
Gregory HambletTrustee
Henry Garrido 117 - 317Trustee
Karen AronowitzTrustee
Kevin StringerTrustee
Paul Booth 417 - 1217Trustee
Paul WhiteheadTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,791,100
Investment Income
$882,799
Other Revenue
$71,596
Change in Net Assets
$1,257,419

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,639,583
Revenue Not Reported on Financial Statements
$105,912
Revenue Not Reported on Form 990
$2,488,144
Total Revenue per Audited Statements
$5,127,727
Total Revenue per Form 990
$2,745,495
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$834,811
Other Expenses$653,265
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals---$834,811
Fees for Services Management---$145,104
Fees for Service Investment Mgmnt Fees---$105,912
Other Expenses---$80,029
Fees for Services Legal---$58,837
Advertising---$56,708
Insurance---$54,306
Fees for Services Accounting---$39,200
Office Expenses---$2,778
Travel---$2,688
Total Functional Expenses$0$0$0$1,488,076

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,538,164
Total Expenses per Form 990$1,488,076
Expenses per Audited Statements$1,382,164
Expenses Not Reported on Form 990$156,000
Expenses Not Reported on Financial Statements$105,912
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$141,948
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
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 8B

“The trust has never established or appointed committees.”

Form 990, Part VI, Section B, Line 11B

“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
2018-08-21
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

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, 2017 and 2016, 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. The plan is designed and operated in a manner so as to be treated as a mutual benefit labor organization exempt from federal income tax under section 501(c)(5) of the internal revenue code (irc). The plan has been amended and the internal revenue service (irs) has determined and informed the plan administrator by a letter dated september 3, 2012 of the plan's tax-exempt status. The plan is no longer subject to federal and state tax examinations by either tax authority for years before the year ended december 31, 2014.”

Raw XML Appendix395 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.

Path#Value
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0105912
IRS990ScheduleD/RevenueSubtotalAmt02639583
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, 2017 AND 2016, 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. THE PLAN IS DESIGNED AND OPERATED IN A MANNER SO AS TO BE TREATED AS A MUTUAL BENEFIT LABOR ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE (IRC). THE PLAN HAS BEEN AMENDED AND THE INTERNAL REVENUE SERVICE (IRS) HAS DETERMINED AND INFORMED THE PLAN ADMINISTRATOR BY A LETTER DATED SEPTEMBER 3, 2012 OF THE PLAN'S TAX-EXEMPT STATUS. THE PLAN IS NO LONGER SUBJECT TO FEDERAL AND STATE TAX EXAMINATIONS BY EITHER TAX AUTHORITY FOR YEARS BEFORE THE YEAR ENDED DECEMBER 31, 2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt031106354
IRS990ScheduleD/TotalExpensesPerForm990Amt01488076
IRS990ScheduleD/TotalLiabilityAmt0141948
IRS990ScheduleD/TotalRevenuePerForm990Amt02745495
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05127727
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01538164
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt086261
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt122250
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt260000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt319200
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt4379300
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt531800
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt652000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt7184000
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/GrantTypeTxt7DISASTER RELIEF GRANT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt054
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt15
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt245
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt316
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt4194
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt5106
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt652
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt7368
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE MORTGAGE ASSISTANCE STRIKE BENEFIT PROVIDES FOR CASH ASSISTANCE TO QUALIFIED UNION MEMBERS ON STRIKE TO PAY THE PRINCIPAL AND INTEREST OF UP TO THREE MONTHS WORTH OF MORTGAGE PAYMENTS TO CHASE HOME FINANCE AND WELLS FARGO HOME MORTGAGE. 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. VETERANS GRANT PROVIDES $1,000 TO QUALIFIED UNION MEMBERS THAT ARE U.S. SERVICE VETERANS, FOR THE PURCHASE OF THEIR PRIMARY RESIDENCE THROUGH THE UNION PLUS MORTGAGE PROGRAM. DISASTER RELIEF GRANT PROVIDES $500 TO QUALIFIED UNION MEMBERS WHO HAVE BEEN IMPACTED BY HURRICANE HARVEY, HURRICANE IRMA AND SUBSEQUENT NATURAL DISASTERS AS SPECIFIED BY THE BOARD OF TRUSTEES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, COLUMN B
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS NEVER ESTABLISHED OR APPOINTED COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A 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/ExplanationTxt2THE 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/ExplanationTxt3THE 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 VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0DC
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt032436654
IRS990/TotalAssetsEOYAmt035857738
IRS990/TotalAssetsGrp/BOYAmt032436654
IRS990/TotalAssetsGrp/EOYAmt035857738
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01488076
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0498427
IRS990/TotalLiabilitiesEOYAmt0329948
IRS990/TotalLiabilitiesGrp/BOYAmt0498427
IRS990/TotalLiabilitiesGrp/EOYAmt0329948
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt031938227
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt035527790
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt01791100
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0882799
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01862696
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02745495
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt032436654
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt035857738
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt02688
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt031938227
IRS990/UnrestrictedNetAssetsGrp/EOYAmt035527790
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL WHITEHEAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02027789815
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-21
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/FilingSecurityInformation/AtSubmissionCreationDeviceId031A954A32AED5168E1D2D9711EACA06BFDB1B55C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId082D97901107AF4DBA3A08F5A948DCDC1D533E9D0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.100.43.98
ReturnHeader/FilingSecurityInformation/IPDt02018-08-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:03:28
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/ReturnTs02018-08-21T09:03:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,857,738
Liabilities
$329,948
Net assets
$35,527,790
Revenue
$2,745,495
Expenses
$1,488,076
Net income
$1,257,419
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
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

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