Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| Form 990, Part III, Line 4d: Other Program Services Description | OTHER PROGRAM SERVICES 4: Other program services. Legal and arbitration provide staff and financial assistance to local unions in labor relations, litigation, collective bargaining, and contract dispute arbitration. |
| Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | Oregon locals of the American Federation of Teachers, individuals eligible for membership, and retired members that wish to maintain affiliation. The membership consists of divisions of public and private school teachers, paraprofessionals and school-related personnel, higher education faculty and professionals, state and local public employees and other workers. |
| Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body | Members of local affiliates elect (by secret ballot) representative delegates to the annual convention. The delegates elect the officers every two years, make and approve policy resolutions, and amend the Constitution and Bylaws of the organization. |
| Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders | Constitutional and by-law amendments are voted on at the annual Convention by a (simple majority vote for bylaws and a two-thirds majority vote constitutional amendments) vote cast by delegates made up of members. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | The form 990 is drafted through a collaborative effort of AFT-Oregon's outside accounting firm and in-house financial professionals. The 990 is provided to the Executive Council for review before filing the form. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | All members and Executive Council members and employees sign a disclosure of interest policy when elected or employed and the form is updated as needed. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | The Chief of Staff and the Director of Political and Legislative Affairs sign a written contract and the President signs an employment agreement which is approved under the general policy direction established by the Executive Council. There is a review of comparability of salary with other peer groups as stated in the AFT-Oregon constitution. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | The Chief of Staff and the Director of Political and Legislative Affairs sign a written contract and the President signs an employment agreement which is approved under the general policy direction established by the Executive Council. There is a review of comparability of salary with other peer groups as stated in the AFT-Oregon constitution. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Financial statements, tax returns and governing documents and policies are made available upon request as required by law. The Department of Labor Form LM-2 is available online on the DOL website. |
| Software ID: | 13000170 |
| Software Version: | 2013v3.1 |