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 VI, SECTION A, LINE 6 | THE ORGANIZATION HAS THE FOLLOWING THREE CLASSES OF MEMBERS: 1.) USERS - WHICH CONSIST OF MEMBERS WHOSE DIRECT EMPLOYER OWNS AN ACTIVE LICENSE OF SIEMENS PLM SOFTWARE, OR ARE A QUALIFIED SIEMENS PLM SOFTWARE SALES PROSPECT 2.) PARTNERS - WHICH CONSIST OF MEMBERS WHO ARE EMPLOYED DIRECTLY BY A COMPANY THAT IS A PARTNER OF EITHER PLM WORLD OR SIEMENS PLM SOFTWARE 3.) SIEMENS PLM SOFTWARE EMPLOYEES - WHICH CONSIST OF MEMBERS WHO ARE A DIRECT EMPLOYEE OF SIEMENS PLM SOFTWARE |
| FORM 990, PART VI, SECTION A, LINE 7A | THE USERS CLASS OF MEMBERS HAS VOTING RIGHTS TO CAST ONE VOTE ON EACH MATTER BROUGHT BEFORE THE MEMBERSHIP (THE "VOTING MEMBERS") WHICH INCLUDES THE VOTING ON BOARD OF DIRECTOR POSITIONS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE USERS CLASS OF MEMBERS HAS VOTING RIGHTS TO CAST ONE VOTE ON EACH MATTER BROUGHT BEFORE THE MEMBERSHIP (THE "VOTING MEMBERS"). |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE FEDERAL FORM 990 & 990-T ARE PROVIDED TO THE BOARD FOR REVIEW PRIOR TO BEING FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | EXECUTIVE DIRECTOR REVIEWS THE POLICY WITH STAFF ANNUALLY. BOARD REVIEWS THE POLICY WITH DIRECTORS ANNUALLY. ALL BOARD AND STAFF MEMBERS ARE REQUIRED TO SIGN A NON-DISCLOSURE AGREEMENT WHICH INCLUDES A CONFLICT OF INTEREST POLICY. BOARD AND STAFF MEMBERS SHALL REVEAL TO THE BOARD ANY MATTER THAT MAY BE CONSTRUED AS A CONFLICT OF INTEREST. THE CHAIRPERSON WILL ENFORCE THE POLICY, WHICH MAY INCLUDE PROHIBITING THE DIRECTOR WITH THE CONFLICT FROM PARTICIPATING IN ANY DELIBERATIONS OR VOTE REGARDING THE MATTER. |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS ARE AVAILABLE UPON REQUEST AFTER CONSIDERATION OF THE BOARD AND THE FORM 990 TAX RETURN IS ALSO AVAILABLE THROUGH GUIDESTAR.ORG. |
| FORM 990, PART XII, LINE 2C | THE FINANCE COMMITTEE OF PLM WORLD, INC IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AS WELL AS THE SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED DURING THE TAX YEAR. |
| Software ID: | |
| Software Version: |