Form990EZ
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Click to see list of attachments
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Department of the Treasury
Internal Revenue Service
Short Form
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
bullet Do not enter social security numbers on this form as it may be made public.


bullet Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
A
For the 2021 calendar year, or tax year beginning 01-01-2021, and ending 12-31-2021
B
Check if applicable:
C Name of organization
American Federation of Government Employees Local 4012
 
Number and street (or P. O. box, if mail is not delivered to street address)7423 E Warren Dr Apt 2-304
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code Denver, CO80231
D Employer identification number

85-3179663
E Telephone number

(484) 226-0951
F Group Exemption
Numberbullet0194
G Accounting Method: Other (specify) bullet   H Check bulletI Website:bullet   J Tax-exempt status (check only one) - ( 5) bullet (insert no.) or
K Form of organization: Labor Union
L Add lines 5b, 6c, and 7b to line 9 to determine gross receipts. If gross receipts are $200,000 or more, or if total assets (Part II, column (B) below) are $500,000 or more, file Form 990 instead of Form 990-EZ ...........................bullet $ 77,889
Part Ⅰ
Revenue, Expenses, and Changes in Net Assets or Fund Balances (see the instructions for Part I) Check if the organization used Schedule O to respond to any question in this Part I.....................
VerticalRevenue 1 Contributions, gifts, grants, and similar amounts received .................... 1 0
2 Program service revenue including government fees and contracts ................ 2 0
3 Membership dues and assessments ............................. 3 77,889
4 Investment income .................................... 4 0
5a Gross amount from sale of assets other than inventory ....... 5a 0
b Less: cost or other basis and sales expenses ............ 5b 0
c Gain or (loss) from sale of assets other than inventory (Subtract line 5b from line 5a) ...... 5c 0
6 Gaming and fundraising events
a Gross income from gaming (attach Schedule G if greater than $15,000) 6a 0
b Gross income from fundraising events (not including $ 0 of contributions from fundraising events reported on line 1) (attach Schedule G if the sum of such gross income and contributions exceeds $15,000) ..6b 0
c Less: direct expenses from gaming and fundraising events ... 6c 0
d Net income or (loss) from gaming and fundraising events (add lines 6a and 6b and subtract line 6c) 6d 0
7a Gross sales of inventory, less returns and allowances ...... 7a 0
b Less: cost of goods sold ............. 7b 0
c Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) ......... 7c 0
8 Other revenue (describe in Schedule O) .................... 8 0
9 Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8 .............. Bullet 9 77,889
.
VerticalExpenses 10 Grants and similar amounts paid (list in Schedule O) ................ 10 43,361
11 Benefits paid to or for members ...................... 11 0
12 Salaries, other compensation, and employee benefits ................ 12 11,000
13 Professional fees and other payments to independent contractors ............ 13 11,236
14 Occupancy, rent, utilities, and maintenance ................... 14 0
15 Printing, publications, postage, and shipping ................... 15 15,595
16 Other expenses (describe in Schedule O) ................... 16 33,526
17 Total expenses. Add lines 10 through 16 ................. Bullet 17 114,718
VerticalNetAssets 18 Excess or (deficit) for the year (Subtract line 17 from line 9) ............ 18 -36,829
19 Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with
end-of-year figure reported on prior year’s return) ................. 19 67,821
20 Other changes in net assets or fund balances (explain in Schedule O) ........... 20 0
21 Net assets or fund balances at end of year. Combine lines 18 through 20 .......... 21 30,992
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 10642I Form 990-EZ (2021)
Form 990-EZ (2021)
Page 2
Part ⅡBalance Sheets (see the instructions for Part II)Check if the organization used Schedule O to respond to any question in this Part II.................

(A) Beginning of year(B) End of year
22Cash, savings, and investments................
67,821
22
30,992
23Land and buildings....................
0
23
0
24Other assets (describe in Schedule O) ..........
0
24
0
25Total assets......................
67,821
25
30,992
26
Total liabilities (describe in Schedule O) .............
0
26
0
27Net assets or fund balances (line 27 of column (B) must agree with line 21)
67,821
27
30,992
Part ⅢStatement of Program Service Accomplishments (see the instructions for Part III) Check if the organization used Schedule O to respond to any question in this Part III . . Expenses
(Required for section 501(c)(3) and 501(c)(4) organizations; optional for others.)
What is the organization's primary exempt purpose? Local affiliate of the American Federation of Government Employees AFGE
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. In a clear and concise manner, describe the services provided, the number of persons benefited, and other relevant information for each program title.
28 Advocating for and representing SSA field operations, hearings operations and quality review employees in Colorado, Minnesota, Montana, North Dakota, South Dakota, Utah and Wyoming.
(Grants $   ) If this amount includes foreign grants, check here ...MediumBullet		 28a  
29
(Grants $   ) If this amount includes foreign grants, check here ...MediumBullet 		29a
30
(Grants $   ) If this amount includes foreign grants, check here ...MediumBullet 		30a
31 Other program services (describe in Schedule O) ................
(Grants $   ) If this amount includes foreign grants, check here...MediumBullet		 31a
32 Total program service expenses (add lines 28a through 31a).......... bullet 32 0
Part Ⅳ
List of Officers, Directors, Trustees, and Key Employees (list each one even if not compensated ; see the instructions for Part IV)Check if the organization used Schedule O to respond to any question in this Part IV............
(a) Name and title (b) Average
hours per week
devoted to position		 (c) Reportable compensation
(Forms W-2/1099-MISC) (if not paid, enter -0-) 		(d) Health benefits, contributions to employee benefit plans, and
deferred compensation		 (e) Estimated amount
of other compensation
Elizabeth Labelle  
 
President 		40.00 9,600    
Mark Hill  
 
Executive Vice President 		10 0    
Holly Cragun  
 
Vice President at Large 		10.00 0    
Brenda Carsten  
 
Secretary 		40.00 0    
Jordan Harwell  
 
Treasurer 		10 0    
Pamela Espinoza  
 
Executive Vice President 		5 1,400    
Form 990-EZ (2021)
Form 990-EZ (2021)
Page 3
Part Ⅴ
Other Information
(Note the Schedule A and personal benefit contract statement requirements in the
instructions for Part V.) Check if the organization used Schedule O to respond to any question in this Part V.......
Yes
No
33
Did the organization engage in any significant activity not previously reported to the IRS? If "Yes," provide a detailed description of each activity in Schedule O ...................
33
 
No
34
Were any significant changes made to the organizing or governing documents? If "Yes," attach a conformed copy of the amended documents if they reflect a change to the organization’s name. Otherwise, explain the changeon Schedule O. See instructions. ..........................
34
 
No
35a
Did the organization have unrelated business gross income of $1,000 or more during the year from business activities (such as those reported on lines 2, 6a, and 7a, among others)? ............
35a
 
No
b
If "Yes," to line 35a, has the organization filed a Form 990-T for the year? If "No," provide an explanation in Schedule O
35b
 
 
c
Was the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization subject to section 6033(e) notice, reporting, and proxy tax requirements during the year? If "Yes," complete Schedule C, Part III
35c
 
No
36
Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? If “Yes," complete applicable parts of Schedule N ................
36
 
No
37a
Enter amount of political expenditures, direct or indirect, as described in the instructions. bullet
37a
0
b
Did the organization file Form 1120-POL for this year?...................
37b
 
No
38a
Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were
any such loans made in a prior year and still outstanding at the end of the tax year covered by this return?..
38a
 
No
b
If “Yes," complete Schedule L, Part II and enter the total amount involved .
38b
 
39
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on line 9.......
39a
 
b
Gross receipts, included on line 9, for public use of club facilities.....
39b
 
40a
Section 501(c)(3) organizations. Enter amount of tax imposed on the organization during the year under:
section 4911 bullet   ; section 4912 bullet   ; section 4955 bullet  
b
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? If “Yes," complete Schedule L, Part I
40b
 
 
c
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Enter amount of tax imposed on organization managers or disqualified persons during the year under sections 4912, 4955, and 4958bullet  
d
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Enter amount of tax on line 40c reimbursed by the organizationbullet  
e
All organizations. At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? If "Yes," complete Form 8886-T ................
40e
 
No
41List the states with which a copy of this return is filed. bullet
42a The organization's books are in care of bulletJordan Harwell
 Telephone no.bullet (760) 215-5866


Located at bullet1111 E 2nd StButte, MT ZIP + 4 bullet59701
Yes
No
b
At any time during the calendar year, did the organization have an interest in or a signature or other authority over a financial account in a foreign country (such as a bank account, securities account, or other financial account)? . .
42b
 
No
If “Yes," enter the name of the foreign country: bullet
See the instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
c
At any time during the calendar year, did the organization maintain an office outside the U.S.? . . .
42c
 
No
If “Yes," enter the name of the foreign country: bullet
43...... bullet
and enter the amount of tax-exempt interest received or accrued during the tax year ....bullet43
 
Yes
No
44a
Did the organization maintain any donor advised funds during the year? If "Yes," Form 990 must be completed insteadof Form 990-EZ.............................
44a
 
No
b
Did the organization operate one or more hospital facilities during the year? If "Yes," Form 990 must be completedinstead of Form 990-EZ.............................
44b
 
No
c
Did the organization receive any payments for indoor tanning services during the year? .........
44c
 
No
d
If "Yes," to line 44c, has the organization filed a Form 720 to report these payments? If "No," provide an
explanation in Schedule O ............................
44d
 
 
45a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?.........
45a
 
No
45b
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," Form 990 and Schedule R may need to be completed instead of Form 990-EZ (see instructions)......................
45b
 
No
Form 990-EZ (2021)
Form 990-EZ (2021)
Page 4
Yes
No
46
Did the organization engage, directly or indirectly, in political campaign activities on behalf of or in opposition to candidates for public office? If “Yes," complete Schedule C, Part I. ...........
46
 
No
Part Ⅵ
Section 501(c)(3) Organizations Only All section 501(c)(3) organizations must answer questions 47- 49b and 52, and complete the tables for lines 50 and 51. Check if the organization used Schedule O to respond to any question in this Part VI ..................
Yes
No
47
Did the organization engage in lobbying activities or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II .......................
47
 
 
48
Is the organization a school as described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E ..
48
 
 
49a
Did the organization make any transfers to an exempt non-charitable related organization?......
49a
 
 
b
If "Yes," was the related organization a section 527 organization?................
49b
 
 
50
Complete this table for the organization's five highest compensated employees (other than officers, directors, trustees and key employees) who each received more than $100,000 of compensation from the organization. If there is none, enter "None."
(a) Name and title of each employee (b) Average
hours per week
devoted to position		 (c) Reportable compensation
(Forms W-2/1099-MISC) 		(d) Health benefits, contributions to employee benefit plans, and deferred compensation (e) Estimated amount of other compensation
 
f
Total number of other employees paid over $100,000 .............bullet  

51
Complete this table for the organization's five highest compensated independent contractors who each received more than $100,000 of compensation from the organization. If there is none, enter "None."
(a) Name and business address of each independent contractor (b) Type of service (c) Compensation
 
d
Total number of other independent contractors each receiving over $100,000..........bullet  


52
Did the organization complete Schedule A? NOTE. All section 501(c)(3) organizations must attach a
completed Schedule A ........................................bullet
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name bullet

Firm's EIN bullet
Firm's address bullet



Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
Form 990-EZ (2021)

Additional Data


Software ID: 21013178
Software Version: v1.00

Form 990-EZ, Special Condition Description:
Special Condition Description

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
American Federation of Government Employees Local 4012
 
Employer identification number

85-3179663
Return Reference Explanation
Form 990-EZ, Part I, Line 10 Per Capita Tax Payments
Form 990-EZ, Part I, Line 16 Payments to the IRS: $985. Payments to Department of Revenue: $286. Per diem payments for members on official travel: $3,844. Expenses and reimbursements related to union travel, conferences, and accommodations: $12,527. Other disbursements including miscellaneous professional fees, printing fees, shipping fees, travel reimbursements, office and administrative expenses and other expenses not included earlier in return: $15,884.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


Additional Data


Software ID: 21013178
Software Version: v1.00

TY 2021 ReasonableCauseExplanation
Name:
American Federation of Government Employees Local 4012
EIN:
85-3179663
Software ID:
21013178
Software Version:
v1.00
Explanation:
07/03/2023 In reference to: 04226268609 American Federation of Government Employees Local 4012- EIN: 85-3179663 To whom it may concern; This letter is being submitted as a reasonable cause explanation of why our local did not submit our 2021 990-EZ filing electronically, and to outline our extensive efforts to electronically submit our 990-EZ filing for 2021 timely. Our local received a letter from the Ogden UT IRS office dated 04/24/2023 stating that the IRS had rejected our mailed filing of our 990-EZ, due to it not being electronically filed. Our local had made repeated good faith efforts to timely submit our 2021 990-EZ electronically and timely. On 05/13/2022, I attempted to file our 2021 990-EZ electronically through Form990.org, a 990 preparation service. Our repeated attempts to timely submit the 2021 990-EZ electronically were rejected by the IRS. On 05/14/2022, we attempted to electronically submit an IRS form 8868 to request an automatic 6 month extension on the due date to submit the 990-EZ. Our electronic request for an automatic 6 month extension request was also rejected by the IRS. We have attached receipts with this letter to show that we did attempt to timely file our 2021 990-EZ return and 8868 extension request timely, but these returns were rejected by the IRS. On 05/16/2022, I submitted a letter to the IRS in Ogden UT via USPS certified mail along with an IRS-8868 extension form requesting an automatic 6 month extension. We filed our extension request along with a good cause letter statement as a result of our e-filings being rejected by the IRS. I have attached a copy of our 05/16/2022 good cause letter along with the USPS certified mail receipt for reference. On 10/25/2022, I spoke with a representative from the Exempt Organizations and Accounts Desk at the IRS, and I was informed that our local did not have tax-exempt non-profit status according to IRS' records as of 10/25/2022. I promptly contacted the office of AFGE National Secretary Treasurer, and on 11/15/2022 AFGE's National Secretary-Treasurer Eric Bunn, Sr sent a letter to the IRS office in Ogden UT informing them that AFGE Local 4012 is chartered as an AFGE affiliate, and that we are a tax-exempt organization. I have attached a copy of this letter for reference. We had been working with our national office regarding our tax-exempt non-profit status, and we have been working with our national office to correct the errors identified by the IRS in their rejection notices. Due to a back log in our National Security Treasurer's office, there were significant time delays for our local to become recognized as a tax-exempt non-profit local chapter of the American Federation of Government Employees. Due to time delays at IRS in the aftermath of COVID, there was a significant time delay for our local to be registered as a tax-exempt affiliate of AFGE after National Secretary-Treasurer Bunn's 11/15/2022 letter was received by the IRS. As a result of issues with our tax-exempt status, we again attempted to file our 2021 990-EZ by paper via USPS certified mail on 03/14/2023. The IRS received this return, which was rejected due to not being filed electronically. We have made repeated good faith efforts to submit our 2021 990-EZ electronically and timely. We humbly request that penalties not be assessed for this filing on the basis that we made repeated good faith attempts to timely submit our 2021 990-EZ and a 6 month extension request. Even though our e-filings were rejected, we still made good faith attempts to submit our return via USPS certified mail. We made reasonable effort to ensure that our return was submitted electronically and timely by the 05/16/2022 deadline. We were not neglectful or careless, and exercised care and prudence to resolve our e-file issues, and to ensure that our tax-exempt non-profit status is recognized by the IRS so we may e-file our returns. Unfortunately, our returns were rejected, and it took significant effort to ensure we can now submit documents through the IRS e-file system. Our local is now successfully registered in the IRS e-file database, and on 05/15/2023, the IRS accepted our locals electronic 8868 request for an extension to submit our 2022 990-EZ. Our 2022 990-EZ will be electronically filed timely by the extended 11/15/2023 deadline. We have taken the proper steps to be added to the IRS e-file system to ensure that this situation will not happen again. I declare that all facts set forth in this reasonable cause statement are made under penalty or perjury. I declare under penalty of perjury that all facts contained in this statement are true and correct. Sincerely, /S/ Jordan Harwell, Jordan Harwell, Treasurer AFGE Local 4012 Attachments: * 05/13/2022- IRS Form 990-EZ E-filing Receipt- IRS Status: Rejected & 05/14/2022- IRS Form 8868 E-Filing Receipt- IRS Status: Rejected- Receipts * 05/16/2022- Request for Extension Letter along with certified mail receipt * 11/15/2022- Letter from AFGE National Secretary-Treasurer to IRS documenting our status as an tax-exempt affiliate of AFGE * 03/13/2023- Letter from AFGE Local 4012 President Elizabeth LaBelle to the IRS documenting our efforts to get our tax-exempt status resolved with AFGE's national office * 03/13/2023- USPS certified mail receipt related to our mailed in filing of our 2021 990-EZ return * 04/24/2023- Letter from IRS to AFGE Local 4012 rejected our 2021 990-EZ filing