Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| EXPLANATION FOR WHY FORM 990-T NOT FILED | FORM 990, PAGE 5, PART V, LINE 3B | THE ENTITY DID NOT FILE A 990-T BECAUSE IT DID NOT HAVE UNRELATED INCOME. |
| ADDITIONAL INFORMATION | FORM 990, PART VI | MINUTES OF ALL BOARD MEETINGS ARE MAINTAINED IN WRITTEN FORM. |
| SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS | FORM 990, PAGE 6, PART VI, LINE 4 | THE 4TH AMENDMENT TO THE 2006 PLAN WAS APPROVED WHICH: 1. DEFINED EMPLOYEE AS ANY PERSON WHO IS OR HAS BEEN EMPLOYED BY ONE OR MORE EMPLOYERS TO PERFORM TASKS WITHIN THE TRADE JURISDICTION OF THE UNION. 2. DISALLOWED THE CANCELLING OF ELIGIBILITY CREDITS IF THE EMPLOYEE WAS CREDITED WITH AT LEAST 300 HOURS OF WORK UNDER THE TERMS OF DOCUMENTS GOVERNING THE RELATED ELECTRICAL WORKERS PENSION TRUST FUND OR THE ELECTRICAL WORKERS INSURANCE FUND. 3. RESTRICTED THE ELIGIBILITY FOR BENEFITS FOR WORKING OWNERS. THE 2ND AMENDMENT TO THE 2006 DECLARATION OF TRUST WAS APPROVED WHICH: 1. DEFINED EMPLOYEE AS ANY PERSON WHO IS OR HAS BEEN EMPLOYED BY ONE OR MORE EMPLOYERS TO PERFORM TASKS WITHIN THE TRADE JURISDICTION OF THE UNION. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE SIGNATORIES ON BEHALF OF THE BOARD REVIEW THE FORM 990 BEFORE IT IS FILED. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | THE CONFLICT OF INTEREST POLICY IS ENFORCED IN ACCORDANCE WITH THE RULES OF ERISA OF 1974 GOVERNING PROHIBITED TRANSACTIONS. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | THE ADMINISTRATOR'S COMPENSATION IS REVIEWED ANNUALLY BY INDEPENDENT BOARD MEMBERS. THE BOARD REVIEWS COMPARABLE DATA OF BASE AND VARIABLE COMPENSATION TO INDUSTRY STANDARDS. MEETING MINUTES ARE MAINTAINED IN WRITTEN FORM. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | THE BOARD APPROVES A BUDGET WHERE THE COMPENSATION OF ALL EMPLOYEES ARE LISTED. MEETING MINUTES ARE MAINTAINED IN WRITTEN FORM. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| RELATED ORGANIZATIONS | FORM 990, PAGE 7, PART VII | MICHELE DURHAM WORKED ABOUT 1 HOUR A WEEK FOR A RELATED ORGANIZATION. THOMAS DIEDERICHS WORKED ABOUT 4 HOURS A WEEK FOR A RELATED ORGANIZATION. DANIEL TRIPP WORKED 40 HOURS A WEEK FOR A RELATED ORGANIZATION. THOMAS MITTELBRUN, III WORKED 40 HOURS A WEEK FOR A RELATED ORGANIZATION. ROBERT HINES WORKED 40 HOURS A WEEK FOR A RELATED ORGANIZATION. |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 5 | UNREALIZED DEPRECIATION IN THE VALUE OF MARKETABLE SECURITIES OF -242,460 WAS RECORDED ON THE BOOKS DURING 2010. |
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