Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990 PART III LINE 1 (CONTINUED) | CITIZENS UNION OF THE CITY OF NEW YORK IS AN INDEPENDENT, NONPARTISAN, CIVIC ORGANIZATION OF MEMBERS WHO PROMOTE GOOD GOVERNMENT AND ADVANCE POLITICAL REFORM IN THE CITY AND STATE OF NEW YORK. CITIZENS UNION HAS SERVED AS A WATCHDOG FOR THE PUBLIC INTEREST AND AS AN ADVOCATE FOR THE COMMON GOOD FOR MORE THAN A CENTURY. IN PURSUIT OF ITS MISSION, CITIZENS UNION WORKS TO ENSURE THAT THE CITY AND STATE GOVERNMENTS VALUE THEIR CITIZENS, ADDRESS CRITICAL ISSUES AND OPERATE IN A FAIR, OPEN AND FISCALLY SOUND MANNER. IT COMMENTS ON IMPORTANT PUBLIC POLICY ISSUES BY SUPPORTING LEGISLATION THAT REFORMS THE ELECTIONS SYSTEM, IMPROVES THE FUNCTIONING OF GOVERNMENT, AND SERVES THE BROAD PUBLIC INTEREST RATHER THAN NARROW SPECIAL INTERESTS. CU EVALUATES AND RECOMMENDS CANDIDATES FOR ELECTED OFFICE. IT MAKES AVAILABLE THROUGH ITS WEBSITE THE CANDIDATE RESPONSES TO A QUESTIONNAIRE. A COMPLETED QUESTIONNAIRE HAS UNFILTERED ANSWERS TO QUESTIONS AND ALSO ALLOWS A CANDIDATE TO STATE REASONS AS TO WHAT HE/SHE HOPES TO ACCOMPLISH. THROUGH THE PUBLICATION OF ITS HIGHLY REGARDED VOTERS' DIRECTORY, CU PROVIDES A BALANCED NONPARTISAN ANALYSIS OF CANDIDATES. IT REVIEWS AND PROVIDES AN IMPARTIAL SUMMARY OF THE CANDIDATES' RESPONSES. IT ALSO INFORMS MEMBERS AND VOTERS ON WHICH CANDIDATES ARE THE MOST QUALIFIED, CAPABLE, AND SUPPORTIVE OF THE ORGANIZATION'S MISSION. CANDIDATES WHO MAY NOT RECEIVE THE ORGANIZATION'S RECOMMENDATION BUT DEMONSTRATE A CAPACITY TO SERVE EFFECTIVELY AND SUPPORT THE ORGANIZATION'S GOOD GOVERNMENT AND POLITICAL REFORM GOALS CAN RECEIVE FAVORABLE EVALUATIONS. |
| FORM 990, PART VI, SECTION A, LINE 6 | BOARD MEMBERS ARE ELECTED INDEPENDENTLY. SOME BOARD MEMBERS ARE ALSO BOARD MEMBERS OF THE RELATED TAX-EXEMPT ORGANIZATION AND SERVE ON THE BOARD OF DIRECTORS OF BOTH ORGANIZATIONS. THESE BOARD MEMBERS DO NOT GET TO VOTE FOR THE CANDIDATE PREFERENCES BUT CAN VOTE ON OTHER ISSUES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE STAFF REVIEWS AND COMPARES EACH OF THE LINE ITEMS ON THE 990 WITH THOSE IN THE FINANCIAL REPORTS AND ALSO QUICKBOOKS. THE DIFFERENT SCHEDULES ARE ALSO REVIEWED WITH THE REPORTS SENT TO THE AUDITORS INCLUDING THE QUESTIONNAIRE. IT IS THEN SENT TO THE AUDIT COMMITTEE WHO REVIEWS AND APPROVES IT PRIOR TO SENDING TO THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER RECEIVES A CONFLICT OF INTEREST POLICY AND COMPLETES AND SIGNS THE DISCLOSURE STATEMENT. THE CHAIRMAN OF THE AUDIT COMMITTEE AND THE EXECUTIVE DIRECTOR REVIEW EACH DISCLOSURE STATEMENT ESPECIALLY THOSE WHO SEND IN EXCEPTIONS. IF THE BOARD IS DISCUSSING A SENSITIVE MATTER HE/SHE WILL DISCLOSE ANY CONFLICT THEY MAY HAVE BEFORE THE DISCUSSION BEGINS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION'S EXECUTIVE COMMITTEE CONDUCTS A REVIEW AND SETS THE SALARY OF THE CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICIAL. THE EXECUTIVE DIRECTOR SETS THE SALARY OF OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION BASED ON THE BOARD OF DIRECTOR'S APPROVAL OF ANNUAL BUDGET FOR STAFF COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE BY-LAWS, THE CODE OF ETHICS AND CONFLICT OF INTEREST POLICIES AS WELL AS THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON OUR WEBSITE WWW.CITIZENSUNION.ORG. ALSO THE PUBLIC CAN REQUEST A COPY OF THE FINANCIALS FROM THE NY CHARITIES BUREAU. |
| SCHEDULE R, LINE 2 | CITIZENS UNION FOUNDATION INC. AND CITIZENS UNION OF THE CITY OF NEW YORK HELD A JOINT FUNDRAISING ANNUAL AWARDS DINNER IN OCTOBER 2018. DONORS/ATTENDEES DESIGNATED ON THE EVENT TICKET WHAT PORTION OF THEIR CONTRIBUTIONS SHOULD BE GIVEN TO EACH ENTITY. IF A DONOR/ATTENDEE INDICATED ON THEIR TICKET THAT THEIR CONTRIBUTIONS SHOULD BE SPLIT BETWEEN THE TWO ENTITIES, THE CONTRIBUTIONS WERE HANDLED AS FOLLOWS: -IF MONIES WERE RECEIVED BY CHECK, THEY WERE DEPOSITED INTO THE CU-CUF AWARDS DINNER ACCOUNT. THIS ACCOUNT WAS SET UP TO BE USED AS A FLOW THROUGH ACCOUNT FOR THE SPLIT DINNER CONTRIBUTIONS. THE TOTAL AMOUNT OF MONEY THAT WAS DEPOSITED INTO THIS ACCOUNT IN THE CURRENT YEAR WAS $122,100. AFTER THE DINNER, FUNDS TOTALING $87,300 WERE TRANSFERRED TO CITIZENS UNION FOUNDATION OF THE CITY OF NEW YORK AND $34,800 WAS TRANSFERRED TO CITIZENS UNION OF THE CITY OF NEW YORK. -IF MONIES WERE RECEIVED VIA CREDIT CARD, IT WAS PROCESSED THROUGH CITIZENS UNION OF THE CITY OF NEW YORK AND THEN TRANSFERRED OVER TO THE ACCOUNT OF CITIZENS UNION FOUNDATION OF THE CITY OF NEW YORK. THE TOTAL AMOUNT RECEIVED VIA CREDIT CARD IN THE CURRENT YEAR WAS $156,100. OF THIS AMOUNT, EXACTLY HALF, TOTALING $77,500 WAS TRANSFERRED TO THE ACCOUNT OF CITIZENS UNION FOUNDATION OF THE CITY OF NEW YORK. |
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