Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 - ORGANIZATION'S MISSION | THE ORGANIZATION WAS ESTABLISHED UNDER A COLLECTIVE BARGAINING AGREEMENT BETWEEN LUCENT TECHNOLOGIES AND THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS (EM-3) FOR THE SOLE PURPOSE OF PROVIDING TRAINING AND EDUCATIONAL OPPORTUNITIES TO LUCENT TECHNOLOGIES EMPLOYEES, WHO ARE REPRESENTED BY SYSTEM COUNCIL EM-3, TO ENHANCE THEIR OCCUPATIONAL SKILLS. THE ORGANIZATION WILL CAUSE THESE REPRESENTED MEMBERS TO BECOME BETTER EDUCATED AND TRAINED AT THE MEMBERS (INDIVIDUAL MEMBERS)ELECTION. THIS TRAINING AND EDUCATION WILL CAUSE THE EMPLOYEES TO BECOME MORE VALUABLE TO LUCENT TECHNOLOGIES OR, IN THE EVENT OF LAYOFFS, ETC, BETTER EQUIPPED TO PROVIDE FOR THEMSELVES OUTSIDE THE EMPLOY OF LUCENT TECHNOLOGIES. THE ORGANIZATION WILL NOT GRANT CREDITS OR OFFER DEGREES THROUGH ITS TRAINING AND EDUCATION. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | A COMPLETED DRAFT COPY OF THE 2011 FORM 990 WAS SUPPLIED TO THE DIRECTORS PRIOR TO FILING THE RETURN WITH THE IRS. ON OR ABOUT MARCH 1, 2012 THE DIRECTORS REVIEWED THE DRAFT COPY OF THE RETURN, ALONG WITH THE 2011 COMPLETED FINANCIAL STATEMENTS FOR ACCURACY AND COMPATIBILITY BETWEEN THE 2011 FORM 990 AND 2011 FINANCIAL STATEMENTS. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | BOARD MEMBERS ARE ANNUALLY REQUIRED TO COMPLETE CONFLICT OF INTEREST DISCLOSURE STATEMENTS. IF A BOARD MEMBER IS INVOLVED IN A DECISION FOR WHICH THAT BOARD MEMBER HAS A REAL OR PERCEIVED CONFLICT OF INTEREST THAT BOARD MEMBER IS PRECLUDED FROM CASTING ANY VOTE PERTAINING TO THAT MATTER. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | THE ORGANIZATION'S COMPENSATION COMMITTEE REVIEWS AND APPROVES THE COMPENSATION AGREEMENTS AND CONTRACTS FOR THE EXECUTIVE DIRECTOR BASED ON COMPENSATION PACKAGES AWARDED TO EXECUTIVES OF THE ENTITIES THAT PROVIDE FOR THE FUNDING FOR THIS ORGANIZATION. FOR THE CURRENT YEAR, THE COMPENSATION WAS DETERMINED BY APPLICATION OF AN EXISTING WRITTEN EMPLOYMENT AGREEMENT BETWEEN THE ORGANIZATION AND ITS EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR VACATED HIS POSITION DURING 2011 AND NO FURTHER COMPENSATION WILL BE PAID TO ANY EMPLOYEES OR DIRECTORS OF THE ORGANIZATION DUE TO THE DISSOLUTION OF THE ENTITY 12/27/2010. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | ANY AND ALL GOVERNING DOCUMENTS, POLICIES, FINANCIAL STATEMENTS AND INCOME TAX RETURNS ARE AVAILABLE FOR INSPECTION AT THE MAIN OFFICE OF THE ORGANIZATION DURING NORMAL BUSINESS HOURS OR ARE AVAILABLE TO BE COPIED AND MAILED TO ANY INTERESTED PARTY UPON WRITTEN REQUEST RECEIVED AT THE MAIN OFFICE OF THE ORGANIZATION. |
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