Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| ADDITIONAL INFORMATION | FORM 990 | FORM 990, PART I, ITEM H(C), GROUP EXEMPTION NUMBER: ITPE UNION IS AFFILIATED WITH AND IS INCLUDED IN THE GROUP EXEMPTION NUMBER OF: OFFICE AND PROFESSIONAL EMPLOYEES INTERNATIONAL UNION 265 WEST 14TH STREET, 6TH FLOOR NEW YORK, NY 10011 FORM 990, PART VIII, LINE 11A "AFFILIATE SUPPORT" - THE ABOVE AFFILIATE ORGANIZATION REIMBURSES TO ITPE UNION A PORTION OF PER CAPITA TAX, PENSION CONTRIBUTIONS AND ORGANIZING EXPENSES. |
| SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS | FORM 990, PAGE 6, PART VI, LINE 4 | DURING 2010, THE UNION'S CONSTITUTION WAS AMENDED AS FOLLOWS: THE NUMBER OF DELEGATES TO THE UNION CONVENTION WAS CHANGED FROM 30 TO 35, AND A PROVISION FOR 5 ALTERNATE DELEGATES WAS ADDED. THE UNION PRESIDENT'S DUTIES WERE AMENDED TO INCLUDE THE ROLE OF CHIEF FINANCIAL OFFICER. THE UNION SECRETARY-TREASURER'S DUTIES WERE AMENDED TO EXCLUDE CONTRACT ENFORCEMENT AND TO INCLUDE ORGANIZING NEW BARGAINING UNITS. THE UNION VICE PRESIDENT'S DUTIES WERE AMENDED TO EXCLUDE ORGANIZING NEW BARGAINING UNITS AND TO INCLUDE OVERSIGHT FOR COMMUNICATION, TRAINING, EDUCATION, RESEARCH, AND NEGOTIATION OF BARGAINING AGREEMENTS. A PARAGRAPH WAS ADDED TO THE CONSTITUTION FOR THE NEW POSITION OF CONTRACT ENFORCEMENT DIRECTOR. THIS INDIVIDUAL SHALL BE APPOINTED BY THE UNION PRESIDENT AND CONFIRMED BY THE EXECUTIVE BOARD. THE DUTIES OF THAT POSITION INCLUDE REVIEWING ALL COLLECTIVE BARGAINING AGREEMENTS AND SUPPLEMENTAL AGREEMENTS FOR ACCURACY AND CONSISTENCY, REVIEWING GRIEVANCES AS SUBMITTED BY ITPE REPRESENTATIVES, DETERMINING IF ARBITRATION IS APPROPRIATE, AND ANY OTHER DUTIES AS DELEGATED BY THE UNION PRESIDENT OR EXECUTIVE BOARD. THE NUMBER OF SIGNATURES TO THE NOMINATING PETITION FOR THE OFFICES OF PRESIDENT, SECRETARY - TREASURER, VICE PRESIDENT, OR EXECUTIVE BOARD MEMBER AT LARGE WAS INCREASED FROM 100 TO 150. ALSO, NO MEMBER MAY BE CANDIDATE FOR MORE THAN ONE POSITION. MEMBERS CHARGED WITH MISCONDUCT AND FOUND GUILTY BY THE TRIAL COMMITTEE MAY APPEAL THE TRIAL COMMITTEE'S DECISION TO THE EXECUTIVE BOARD. THE EXECUTIVE BOARD'S DECISION MAY BE APPEALED TO THE UNION CONVENTION. |
| CLASSES OF MEMBERS OR STOCKHOLDERS | FORM 990, PAGE 6, PART VI, LINE 6 | YES. THE RIGHT TO PARTICIPATE IN AND BENEFIT FROM THE ORGANIZATION'S ACTIVITIES IS LIMITED TO DUES PAYING MEMBERS. |
| ELECTION OF MEMBERS AND THEIR RIGHTS | FORM 990, PAGE 6, PART VI, LINE 7A | YES. THE ITPE UNION'S MEMBERS ELECT THE MEMBERS OF THE GOVERNING BODY. ELECTIONS ARE HELD EVERY THREE YEARS. THE NEXT ELECTION WILL BE NOVEMBER 2012. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE UNION PRESIDENT, CONTROLLER, AND LEGAL COUNSEL REVIEW AND APPROVE THE FORM 990. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | YES. ANNUAL SALARIES FOR ALL UNION EMPLOYEES, INCLUDING OFFICERS, ARE DETERMINED AT OFFICIAL MEETINGS OF THE UNION'S EXECUTIVE BOARD. THE BOARD'S DECISION IS RECORDED IN ITS MEETING MINUTES. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | YES. SEE RESPONSE TO 15A. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | ITPE UNION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO ITS MEMBERS THROUGH UNION REPRESENTATIVES AND BY DIRECT REQUEST OF THE UNION HEADQUARTERS. THE UNION DOES NOT MAKE ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. HOWEVER, IT ANNUALLY FILES A FORM LM-2, CONTAINING SIGNIFICANT FINANCIAL INFORMATION, WITH THE U.S. DEPARTMENT OF LABOR, WHICH MAKES THAT DOCUMENT AVAILABLE TO THE PUBLIC. |
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