Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 13-4237843

AFL-CIO MUTUAL BENEFIT PLAN

Tax-exempt · WASHINGTON, DC 20002

Financials

$1.9M$2.4M2023$1.8M$2.7M2024
Revenue Expenses · by fiscal year end
Financials of AFL-CIO MUTUAL BENEFIT PLAN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,826,351$2,672,963-$846,612$44,152,595$759,168$43,393,427
December 31, 2023990$1,886,408$2,429,187-$542,779$42,617,776$832,867$41,784,909
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$180,800
Investment income
$1,584,127
Net gain from sales of assets
$281,985
Other revenue
$61,424

Expenses

Grants and similar amounts paid
$1,942,560
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$18,709
Accounting fees
$50,000

Balance sheet and other

Total assets, start of year
$42,617,776
Total assets, end of year
$44,152,595
Total liabilities, end of year
$759,168
Net assets, end of year
$43,393,427
Net assets without donor restrictions
$43,393,427
Gross receipts
$14,989,662
Employees
0
Volunteers
0
Year formed
2001
State of legal domicile
DC

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
LORRETTA JOHNSONTRUSTEE
Trustee or director
1$0
PAUL WHITEHEADTRUSTEE
Trustee or director
1$0
GREGORY HAMBLETTRUSTEE
Trustee or director
1$0
KEVIN STRINGERTRUSTEE
Trustee or director
1$0
STEVEN FANTAUZZOTRUSTEE
Trustee or director
1$0
JOSEPH SELLERSTRUSTEE
Trustee or director
1$0
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
LORRETTA JOHNSONTRUSTEE
Trustee or director
1$0
PAUL WHITEHEADTRUSTEE
Trustee or director
1$0
GREGORY HAMBLETTRUSTEE
Trustee or director
1$0
KEVIN STRINGERTRUSTEE
Trustee or director
1$0
STEVEN FANTAUZZOTRUSTEE
Trustee or director
1$0
KEN RIGMAIDENTRUSTEE (RESIGNED 10/2023)
Trustee or director
1$0

Address and contacts

Address (IRS master file)
1100 1ST ST NE STE 850, WASHINGTON, DC 20002-4894
In care of
% UNION PRIVILEGE TTEE
Principal officer (990 for 2024)
PAUL WHITEHEAD, 1100 FIRST STREET NE 850, WASHINGTON, DC 20002
Signed the 990
PAUL WHITEHEAD, TRUSTEE
Phone
(202) 778-9815
Return prepared by
CALIBRE CPA GROUP PLLC

Mission

TO PROVIDE HARDSHIP GRANTS, INTEREST FREE MORTGAGE LOANS AND INSURANCE COVERAGE TO MEMBERS OF UNIONS AND ORGANIZATIONS AFFILIATED WITH THE AFL-CIO.

990 for the year ended December 31, 2024

Program accomplishments

  • PROVIDED GROUP AND OTHER INSURANCE BENEFITS; PROVIDED INTEREST FREE MORTGAGE LOAN ASSISTANCE TO ELIGIBLE PARTICIPANTS; PROVIDED HARDSHIP ASSISTANCE TO ELIGIBLE PARTICIPANTS.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
13-4237843
Tax-exempt status
501(c)(5): Labor, agricultural or horticultural organization
Exempt since
2010
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$44,152,595
Income (IRS master file)
$14,989,662

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,826,351$2,672,963$44,152,595XML
990December 2023$1,886,408$2,429,187$42,617,776XML
990December 2022$2,587,438$1,577,957$39,500,557IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-4237843).

Questions about AFL-CIO MUTUAL BENEFIT PLAN

What is the EIN of AFL-CIO MUTUAL BENEFIT PLAN?
The employer identification number (EIN) of AFL-CIO MUTUAL BENEFIT PLAN is 13-4237843.
Is AFL-CIO MUTUAL BENEFIT PLAN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(5) since 2010.
Which annual return does AFL-CIO MUTUAL BENEFIT PLAN file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of AFL-CIO MUTUAL BENEFIT PLAN due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did AFL-CIO MUTUAL BENEFIT PLAN last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of AFL-CIO MUTUAL BENEFIT PLAN?
The 990 for the year ended December 31, 2024 names PAUL WHITEHEAD.
Who are the officers and directors of AFL-CIO MUTUAL BENEFIT PLAN?
The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
How much revenue does AFL-CIO MUTUAL BENEFIT PLAN have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,826,351, expenses of $2,672,963 and total assets of $44,152,595 at year end.

Other nonprofits in WASHINGTON

All nonprofits in WASHINGTON · District of Columbia · Mutual and membership benefit