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 2011, ARTICLE X, ELECTION FOR UNION WIDE OFFICES, OF THE UNION'S CONSTITUTION WAS AMENDED AS FOLLOWS: IN ORDER TO BE AN ELIGIBLE CANDIDATE FOR THE OFFICES OF UNION PRESIDENT, SECRETARY-TREASURER, VICE PRESIDENT, EXECUTIVE BOARD MEMBER, OR DELEGATE, A NOMINATED PERSON MUST OBTAIN A NOMINATION PETITION WITH AT LEAST 150 SIGNATURES OF ITPE UNION MEMBERS IN GOOD STANDING. THE MEMBERS IN GOOD STANDING MUST INCLUDE AT LEAST 5 MEMBERS EACH FROM AT LEAST 10 DIFFERENT BARGAINING UNITS. |
| 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 2015. |
| 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. |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 5 | THE UNION BEGAN A RETIREE BENEFIT PLAN DURING 2011. OTHER CHANGES IN NET ASSETS INCLUDES AN INCREASE OF 737,266 FOR THE RECOGNITION OF THE BENEFIT OBLIGATION UNDER FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION 715. |
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