Civic Intelligence

AFL-CIO Technology Institute

EIN 87-1908508 • 501(c)3 • Washington, DC

Profile

The institute's mission is to conduct research and education on the role of worker voice in the innovation economy and to ensure the benefits of technology are broadly shared, creating good union jobs in communities across the country, strengthening workplace democracy and equity, and inventing worker protections that meet modern challenges.

815 16th Street NWWashington, DC 20006

www.aflciotechinstitute.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

29th percentile

0.03x

Higher debt load relative to assets than 29% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

22nd percentile

0.03x

Higher debt load relative to revenue than 22% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

91st percentile

57%

Higher net margin than 91% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

98th percentile

206%

Faster asset growth than 98% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2024

Revenue Growth

95th percentile

165%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2024

Assets

Up

$6,787,361

Up $3,643,743 (+116%) from 2023

Liabilities

Up

$187,920

Up $32,880 (+21%) from 2023

Net Assets

Up

$6,599,441

Up $3,610,863 (+121%) from 2023

Revenue

Up

$6,281,798

Up $2,709,602 (+76%) from 2023

Expenses

Up

$2,670,935

Up $1,414,720 (+113%) from 2023

Net Income

Up

$3,610,863

Up $1,294,882 (+56%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2022: $724,639Liabilities 2022: $47,101Net Assets 2022: $677,5382022Assets 2023: $3,143,618Liabilities 2023: $155,040Net Assets 2023: $2,988,5782023Assets 2024: $6,787,361Liabilities 2024: $187,920Net Assets 2024: $6,599,4412024

Highlighted filing

2024

Assets$6,787,361
Liabilities$187,920
Net Assets$6,599,441

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0Revenue 2022: $895,804Expenses 2022: $218,266Net Income 2022: $677,5382022Revenue 2023: $3,572,196Expenses 2023: $1,256,215Net Income 2023: $2,315,9812023Revenue 2024: $6,281,798Expenses 2024: $2,670,935Net Income 2024: $3,610,8632024

Highlighted filing

2024

Revenue$6,281,798
Expenses$2,670,935
Net Income$3,610,863

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$6,281,798
Mission and Program Overview

Mission

The institute's mission is to conduct research and education on the role of worker voice in the innovation economy and to ensure the benefits of technology are broadly shared, creating good union jobs in communities across the country, strengthening workplace democracy and equity, and inventing worker protections that meet modern challenges.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,196,859$3,002,149▲ $1,805,290
Pledges and Grants Receivable$1,924,526$1,585,554▼ $338,972
Land, Buildings, and Equipment, Net$22,161$50,721▲ $28,560
Prepaid Expenses and Deferred Charges$72$28,140▲ $28,068
Total Assets$3,143,618$6,787,361▲ $3,643,743
Other Assets Total$0$2,120,797▲ $2,120,797
Liabilities
Accounts Payable and Accrued Expenses$155,040$187,920▲ $32,880
Total Liabilities$155,040$187,920▲ $32,880
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,600,000$3,950,000▲ $2,350,000
Net Assets Without Donor Restrictions$1,388,578$2,649,441▲ $1,260,863
Total Net Assets Fund Balance$2,988,578$6,599,441▲ $3,610,863
Total Liabilities and Net Assets / Fund Balance$3,143,618$6,787,361▲ $3,643,743

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$50,721$9,935$60,656
Other Assets Org$2,120,797--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Arohi a PathakDeputy DirectorFT$107,308$69,546$176,854
Elizabeth WeissDeputy DirectorPT$67,692$27,679$95,371

Board Members and Trustees

NameTitle
Elizabeth H ShulerPresident
Amanda BallantyneExecutive Director
Fredrick RedmondTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Ew Strategies LLCConsulting Services7710 WOODMONT AVENUE UNIT 1007, Bethesda, MD 20814$140,031
Revenue and Support

Revenue Composition

Contributions and Grants
$5,585,554
Program Service Revenue
$167,000
Investment Income
$0
Other Revenue
$529,244
All Other Contributions
$250,000
Change in Net Assets
$3,610,863

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,281,798
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$317,965
Total Revenue per Audited Statements
$6,599,763
Total Revenue per Form 990
$6,281,798
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,863,728
Other Expenses$806,207
Total Fundraising Expense$37,393
Professional Fundraising Fees$1,000
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,055,140$121,708$23,003$1,199,851
Conferences and Meetings$325,934--$325,934
Other Employee Benefits$264,534$30,513$5,767$300,814
Pension Plan Contributions$229,305$26,450$4,999$260,754
Fees for Services Other$150,253$88,855-$239,108
Payroll Taxes$89,970$10,378$1,961$102,309
Travel$76,310--$76,310
Office Expenses$8$52,715-$52,723
Fees for Services Accounting-$45,154-$45,154
Occupancy$21,629$3,505$662$25,796
Other Expenses-$9,867-$9,867
Fees for Services Legal-$9,323-$9,323
Information Technology$1,968$7,283-$9,251
Depreciation Depletion-$5,991-$5,991
All Other Expenses$1$5,639$1$5,641
Advertising-$1,009-$1,009
Fees for Services Professional Fundraising--$1,000$1,000
Insurance-$100-$100
Total Functional Expenses$2,215,052$418,490$37,393$2,670,935

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,988,900
Expenses per Audited Statements$2,670,935
Total Expenses per Form 990$2,670,935
Expenses Not Reported on Form 990$317,965
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$1,000
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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 B, Line 11B

The 990 will be reviewed by the board prior to filing.

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

Directors and officers are under a continuing obligation to disclose any direct or indirect financial interest in an entity or individual with which the technology institute has or is negotiating a transaction or arrangement. The person making the disclosure may present the relevant facts to the board of directors and thereafter must leave the meeting in which the relevant transaction is discussed and voted on by the disinterested directors. If the disinterested directors determine that a more advantageous transaction or arrangement that would not give rise to a conflict of interest is not reasonably possible, the disinterested directors may decide to enter into the proposed transaction or arrangement if they also determine that it is in the technology institute's best interest, for its own benefit and fair and reasonable.

Form 990, Part VI, Section C, Line 19

The technology institute makes these documents available as required by law.

Filing and Contact Details

Filer

Filer Name
Afl-cio Technology Institute
EIN
87-1908508
Phone
2026373913
Address
815 16TH STREET NW, WASHINGTON, DC 20006

Signing Officer

Name
Amanda Ballantyne
Title
Executive Director
Phone
2026373913
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amanda Ballantyne
Formed
2021
Legal Domicile
Dc
Voting Board Members
3
Independent Board Members
0
Employees
14
Volunteers
0

Preparer

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

Additional Explanations

FORM 990, PART XII, LINE 2C:

The process has not been changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

The institute 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 the institute had no taxable income from unrelated business activities. The income tax positions taken by the institute for any years open under the various statutes of limitations are that the institute continues to be exempt from income taxes and that they have properly reported unrelated business income that is subject to income taxes. The institute 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 the institute's federal income tax returns are currently under examination.

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IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt03610863
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt05335554
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0167000
IRS990ScheduleA/First5Years170Ind0X
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0895804
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09931358
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0167000
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt0529244
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/SubstantialContributorsTotAmt08407918
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05585554
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt09931358
IRS990ScheduleA/TotalSupportAmt010460602
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990/ScheduleBRequiredInd01
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IRS990ScheduleC/AvgGrassrootsNontaxableGrp/TotalAmt070419
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearAmt0281677
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/TotalAmt0281677
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearAmt034886
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/TotalAmt034886
IRS990ScheduleC/GrassrootsCeilingAmt0105629
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IRS990ScheduleC/LobbyingCeilingAmt0422516
IRS990ScheduleC/LobbyingNontaxableAmountGrp/FilingOrganizationsTotalAmt0281677
IRS990ScheduleC/OtherExemptPurposeExpendGrp/FilingOrganizationsTotalAmt02598656
IRS990ScheduleC/TotalDirectLobbyingGrp/FilingOrganizationsTotalAmt034886
IRS990ScheduleC/TotalExemptPurposeExpendGrp/FilingOrganizationsTotalAmt02633542
IRS990ScheduleC/TotalLobbyingExpendGrp/FilingOrganizationsTotalAmt034886
IRS990ScheduleC/TotLbbyExpendMnsLbbyngNonTxGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleC/TotLbbyngGrassrootMnsNonTxGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0317965
IRS990ScheduleD/DonatedServicesUseFcltsAmt0317965
IRS990ScheduleD/ExpensesNotReportedAmt0317965
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02670935
IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt09935
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt060656
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02120797
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM RELATED ORGANIZATION PURSUANT TO COST-SHARING AGREEMENT (SCHED. O)
IRS990ScheduleD/RevenueNotReportedAmt0317965
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt06281798
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INSTITUTE 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 THE INSTITUTE HAD NO TAXABLE INCOME FROM UNRELATED BUSINESS ACTIVITIES. THE INCOME TAX POSITIONS TAKEN BY THE INSTITUTE FOR ANY YEARS OPEN UNDER THE VARIOUS STATUTES OF LIMITATIONS ARE THAT THE INSTITUTE CONTINUES TO BE EXEMPT FROM INCOME TAXES AND THAT THEY HAVE PROPERLY REPORTED UNRELATED BUSINESS INCOME THAT IS SUBJECT TO INCOME TAXES. THE INSTITUTE 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 THE INSTITUTE'S FEDERAL INCOME TAX RETURNS ARE CURRENTLY UNDER EXAMINATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt050721
IRS990ScheduleD/TotalBookValueOtherAssetsAmt02120797
IRS990ScheduleD/TotalExpensesPerForm990Amt02670935
IRS990ScheduleD/TotalRevenuePerForm990Amt06281798
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06599763
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02988900
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4107308
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt24000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt40
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt2145
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt350
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ELIZABETH H SHULER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1FREDRICK REDMOND
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2AMANDA BALLANTYNE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3ELIZABETH WEISS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4AROHI A PATHAK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT

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