Civic Intelligence

AFL-CIO Mutual Benefit Fund

990 • Fiscal year 2020 • EIN 13-4237843

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 05, 2021

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

37th percentile

0.01x

Higher debt load relative to assets than 37% of similar nonprofits.

2020 filings • 501(c)5 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

49th percentile

0.12x

Higher debt load relative to revenue than 49% of similar nonprofits.

2020 filings • 501(c)5 • $25M-$50M nonprofits • Source year 2020

Net Margin

94th percentile

57%

Higher net margin than 94% of similar nonprofits.

2020 filings • 501(c)5 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

5th percentile

$0

Higher top officer pay than 5% of similar nonprofits.

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

2020 filings • 501(c)5 • $25M-$50M nonprofits • Source year 2020

Asset Growth

54th percentile

8.8%

Faster asset growth than 54% of similar nonprofits.

2020 filings • 501(c)5 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

100th percentile

139%

Faster revenue growth than 100% of similar nonprofits.

2020 filings • 501(c)5 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$43,720,434

Up $3,547,457 (+8.8%) from 2019

Net Assets

Up

$43,280,598

Up $3,438,066 (+8.6%) from 2019

Liabilities

Up

$439,836

Up $109,391 (+33%) from 2019

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin94th percentile

Revenue

Up

$3,776,169

Up $2,196,114 (+139%) from 2019

Expenses

Up

$1,635,309

Up $401,655 (+33%) from 2019

Net Income

Up

$2,140,860

Up $1,794,459 (+518%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2020

Assets$43,720,434
Liabilities$439,836
Net Assets$43,280,598
Open 2020 Filing

Operations Trend

Revenue Growth100th 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

2020

Revenue$3,776,169
Expenses$1,635,309
Net Income$2,140,860
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 5, 2021
Return Version
2020v4.1
Gross Receipts
$29,848,797
Mission and Program Overview

Mission

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

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$35,607,118$38,947,893▲ $3,340,775
Savings and Temporary Cash Investments$2,039,809$2,295,431▲ $255,622
Other Notes and Loans Receivable, Net$1,078,580$1,210,151▲ $131,571
Cash and Non-Interest-Bearing Accounts$1,370,867$1,157,426▼ $213,441
Accounts Receivable$76,603$109,533▲ $32,930
Total Assets$40,172,977$43,720,434▲ $3,547,457
Liabilities
Other Liabilities$314,445$410,836▲ $96,391
Accounts Payable and Accrued Expenses$16,000$29,000▲ $13,000
Total Liabilities$330,445$439,836▲ $109,391
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$39,842,532$43,280,598▲ $3,438,066
Total Net Assets Fund Balance$39,842,532$43,280,598▲ $3,438,066
Total Liabilities and Net Assets / Fund Balance$40,172,977$43,720,434▲ $3,547,457

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$38,947,893--
Compensation and Service Providers
Top Officer Pay5th percentile

Board Members and Trustees

NameTitle
Don WhartonTrustee
Gregory HambletTrustee
Jim WilliamsTrustee
Kevin StringerTrustee
Lorretta JohnsonTrustee
Paul WhiteheadTrustee
Steven FantauzzoTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$772,200
Investment Income
$2,945,556
Other Revenue
$58,413
Change in Net Assets
$2,140,860

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,646,253
Revenue Not Reported on Financial Statements
$129,916
Revenue Not Reported on Form 990
$1,522,206
Total Revenue per Audited Statements
$5,168,459
Total Revenue per Form 990
$3,776,169
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$842,597
Grants and Similar Amounts Paid$792,712
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals---$792,712
Fees for Services Management---$252,025
Fees for Service Investment Mgmnt Fees---$129,916
Other Expenses---$70,510
Insurance---$51,198
Fees for Services Accounting---$36,000
Fees for Services Legal---$28,247
Advertising---$26,881
Fees for Services Other---$5,488
Office Expenses---$3,182
All Other Expenses---$1,613
Total Functional Expenses$0$0$0$1,635,309

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,730,393
Total Expenses per Form 990$1,635,309
Expenses per Audited Statements$1,505,393
Expenses Not Reported on Form 990$225,000
Expenses Not Reported on Financial Statements$129,916
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$410,836
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
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

“Prior to filing with the irs a copy of the form 990 is provided to all trustees and general counsel for the 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
2021-10-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Whitehead
Formed
2001
Legal Domicile
Dc
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE SUITE 1200, WEST, BETHESDA, MD 20814
Preparer
Scott E Hallberg 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, 2020 and 2019, 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, 2017.”

Raw XML Appendix368 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/OtherLiabilitiesOrgGrp/Desc0DUE TO UNION PRIVILEGE
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0REGISTERED INVESTMENT COMPANIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt01522206
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0129916
IRS990ScheduleD/RevenueSubtotalAmt03646253
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, 2020 AND 2019, 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, 2017.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt038947893
IRS990ScheduleD/TotalExpensesPerForm990Amt01635309
IRS990ScheduleD/TotalLiabilityAmt0410836
IRS990ScheduleD/TotalRevenuePerForm990Amt03776169
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05168459
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01730393
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt06300
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt13638
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt2113974
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt319200
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt4255800
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt5169800
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt630000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt7130000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt864000
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/GrantTypeTxt7UTILITY GRANT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt8DISASTER RELIEF GRANT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt021
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt259
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt316
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt4127
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt5566
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt630
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt7130
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt8128
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. UTILITY GRANT PROVIDES $1,000 TO USERS OF THE MORTGAGE ASSISTANCE PROGRAM TO HELP PAY UTILITY BILLS IN ORDER TO EASE THE BURDEN OF UNION FAMILIES FACING HARDSHIP DUE TO STRIKE, LOCKOUT, DISABILITY OR UNEMPLOYMENT. DISASTER RELIEF GRANT PROVIDES FOR A $500 PAYMENT TO QUALIFIED UNION MEMBERS WHO SUSTAINED LOSS FROM A NATURAL DISASTER.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, COLUMN B
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS NEVER ESTABLISHED OR APPOINTED COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR TO FILING WITH THE IRS A COPY OF THE FORM 990 IS PROVIDED TO ALL TRUSTEES AND GENERAL COUNSEL FOR THE 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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt040172977
IRS990/TotalAssetsEOYAmt043720434
IRS990/TotalAssetsGrp/BOYAmt040172977
IRS990/TotalAssetsGrp/EOYAmt043720434
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01635309
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0330445
IRS990/TotalLiabilitiesEOYAmt0439836
IRS990/TotalLiabilitiesGrp/BOYAmt0330445
IRS990/TotalLiabilitiesGrp/EOYAmt0439836
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt039842532
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt043280598
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0772200
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02945556
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0830613
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03776169
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt040172977
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt043720434
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01100 FIRST STREET NE NO 850
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd020002
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL WHITEHEAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02027789815
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-05
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/PreparerPersonNm0SCOTT E HALLBERG CPA
ReturnHeader/ReturnTs02021-10-05T15:16:03-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAUL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WHITEHEAD
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,720,434
Liabilities
$439,836
Net assets
$43,280,598
Revenue
$3,776,169
Expenses
$1,635,309
Net income
$2,140,860
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
2020Detailed filing. Detailed filing data is available for this year.$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