AMERICAN FEDERATION OF TEACHERS BENEFIT TRUST

EIN: 521846907

WASHINGTON, DC

Total Revenue
$57,262
Total Expenses
$2,364,152
Total Assets
$508,044
Net Assets
$508,044
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1993
Legal Domicile
DC
Principal Officer
FEDRICK INGRAM
Phone
2028794500
Tax Period
2023-07-01 to 2024-06-30

AMERICAN FEDERATION OF TEACHERS BENEFIT TRUST, founded in 1993, is a micro nonprofit that reported $57K in total revenue in fiscal year 2023. Revenue fell 98% from the prior year — a significant decline worth monitoring. Expenses of $2.4M exceeded revenue, resulting in a 4029% operating deficit.

Mission

THE PURPOSE OF THE PLAN WAS TO PROVIDE VARIOUS MEDICAL, LIFE AND DISABILITY INSURANCE BENEFITS TO PARTICIPATING FEDERATION MEMBERS AS AN ENHANCEMENT TO COLLECTIVELY BARGAINED BENEFITS. THE PLAN TRANSFERRED OWNERSHIP OF CERTAIN BENEFIT PROGRAMS TO ANOTHER PROVIDER. ANY INCOME FROM THESE TRANSFERRED PROGRAMS AS WELL AS INCOME FROM PROGRAMS RETAINED BY THE PLAN IS REVENUE TO THE PLAN WHICH IS USED TO FURTHER MEMBER BENEFIT PROGRAMS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $57,262
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $57,262

Expense Breakdown

Grants Paid $0
Salaries & Benefits $54,901
Fundraising Expenses $0
Other Expenses $2,568
TOTAL EXPENSES $2,364,152

Year-over-Year Comparison

2023 2022 Change
Revenue $57,262 $2,526,577 -1.0%
Expenses $2,364,152 $2,797,826 -0.2%
Net Income $-2,306,890 $-271,249 +7.5%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

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Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
5
Independent Members
3
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$831,840
Total Directors
5
$831,840
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
FEDRICK INGRAM CHAIRPERSON 1.00
Officer Director
$0 $86,819 $460,372
EVELYN DEJESUS SECRETARY 1.00
Officer Director
$0 $83,509 $371,468
DAVID GRAY TRUSTEE 1.00
Director
$0 $0 $0
JERRY JORDAN TRUSTEE 1.00
Director
$0 $0 $0
LOUIS MALFARO TRUSTEE 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $57,262 $2,364,152 $508,044 $-2,306,890
2023 $2,526,577 $2,797,826 $2,760,561 $-271,249
2022 $2,430,294 $1,599,221 $3,027,976 $831,073
2021 $1,630,297 $1,484,960 $2,167,971 $145,337
2020 $1,432,109 $1,181,047 $2,035,132 $251,062
2019 $1,500,945 $1,290,804 $1,818,904 $210,141
2018 $1,218,260 $669,938 $1,616,043 $548,322
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