2023-11-03T15:12:00-05:00 2023-06-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2022-07-01 390963086 AFT - WISCONSIN AMER 6086621444 PO BOX 285 HIGHLAND WI 53543 KIMBERLY KOHLHAAS PRESIDENT 6086621444 2023-11-01 1 KIMBERLY KOHLHAAS 999009999 0 MIKE HABLEWITZ CPA P01259157 6082744020 2023-10-30 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z KIMBERLY KOHLHAAS PO BOX 285 HIGHLAND WI 53543 757191 0 0787 X AFT-WISCONSIN.ORG X 1920 WI AFT-WISCONSIN FOSTERS COOPERATIVE ACTION AMONG ITS MEMBERS; PROMOTES AND ASSISTS IN THE ORGANIZATION OF NEW LOCALS; ASSISTS AFFILIATED LOCALS AND MEMBERS OF THE STATE FEDERATION IN OBTAINING THE RIGHTS AND SERVICES TO WHICH THEY ARE ENTITLED, ACHIEVING COMMON PROFESSIONAL GOALS, AND PROMOTING THE GENERAL WELFARE OF NOT ONLY AFT-WISCONSIN MEMBERS BUT ALSO OTHER AFL-CIO MEMBERS STATEWIDE; RAISES THE STANDARDS OF FEDERATION MEMBERS BY SECURING THE WORKING CONDITIONS ESSENTIAL TO PROFESSIONAL JOB PERFORMANCE; IMPROVES EDUCATIONAL OPPORTUNITIES AND PROMOTES DEMOCRATIC PRACTICES IN THE SCHOOLS, WHICH WILL BETTER ENABLE STUDENTS TO TAKE THEIR PLACES IN THE ECONOMIC, SOCIAL, POLITICAL, AND CULTURAL LIFE OF THE COMMUNITY; AND IMPROVES STANDARDS FOR PUBLIC EMPLOYEES BY WORKING FOR THE PASSAGE AND STRENGTHENING OF COLLECTIVE BARGAINING AND CIVIL SERVICE LEGISLATION, PROMOTING CONTINUING EDUCATION, AND SECURING WORKING CONDITIONS CONDUCIVE TO THE BEST PERFORMANCE OF PUBLIC SERVICE. 12 11 9 11 0 0 158554 129025 634707 604504 918 14755 6994 8907 801173 757191 22000 42000 0 0 569004 590464 0 0 0 162726 182962 753730 815426 47443 -58235 1752161 1666170 315486 287730 1436675 1378440 X THE MISSION OF AFT-WISCONSIN IS TO IMPROVE THE LIVES OF OUR MEMBERS AND THEIR FAMILIES, TO GIVE VOICE TO THEIR LEGITIMATE PROFESSIONAL, ECONOMIC AND SOCIAL ASPIRATIONS, TO STRENGTHEN THE INSTITUTIONS IN WHICH WE WORK, TO IMPROVE THE QUALITY OF THE SERVICES WE PROVIDE, TO BRING TOGETHER ALL MEMBERS TO ASSIST AND SUPPORT ONE ANOTHER AND TO PROMOTE DEMOCRACY, HUMAN RIGHTS AND FREEDOM IN OUR UNION, OUR STATE AND OUR NATION. 0 0 THE AFT-WISCONSIN SOLIDARITY FUND IS A $0.60 PER MEMBER PER MONTH CONTRIBUTION. THESE CONTRIBUTIONS ARE USED FOR COMMUNICATION WITH MEMBERS REGARDING LEGISLATION AND ELECTORAL INFORMATION AND COMMUNICATING WITH THE PUBLIC IN ADVOCACY OF AFT-WISCONSIN MEMBERSHIP. CONTRIBUTIONS FROM THE AFT-WISCONSIN SOLIDARITY FUND MAY NOT BE MADE TO CAMPAIGN OR CANDIDATE COMMITTEES. THE 2023 CONVENTION IS THE BIENNIAL MEETING OF LOCAL REPRESENTATIVES FOR THE PURPOSE OF THE ELECTION OF OFFICERS, AUTHORIZATION OF THE PROPOSED FEDERATION BUDGET, AND DIRECTING THE ORGANIZATION THROUGH CONSTITUTIONAL AMENDMENTS AND RESOLUTIONS. AFT-WISCONSIN PROVIDES LEADERSHIP TRAINING TO DEVELOP STRONG, INFORMED LEADERS IN OUR LOCALS. 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 9 1 0 0 0 0 1 1 0 0 0 X 12 11 0 0 0 0 1 1 1 1 0 0 1 1 0 1 1 1 0 1 1 0 0 X KATHY KREUL 6086621444 PO BOX 285 HIGHLAND WI 53543 KIM KOHLHAAS PRESIDENT 40.00 X X 82178 0 36727 CHAD GOLDBERG SECRETARY 1.00 X X 0 0 0 MIKE LUSSENDEN TREASURER 1.00 X X 0 0 0 JON SHELTON HIGHER EDUCATION VP 1.00 X 0 0 0 MEGAN BRETT PK-12 TEACHERS VP (BEGAN AUGUST) 1.00 X 0 0 0 PAM CAMPBELL PSRP VP 1.00 X 0 0 0 ANTHONY REEVES STATE EMPLOYEE VP 1.00 X 0 0 0 LISA CONLEY WTCS VP 1.00 X 0 0 0 KARLY CAVEN NORTHERN REGION VP 1.00 X 0 0 0 ANGELA BAZAN WEST/CENTRAL REG VP (BEGAN MAY) 1.00 X 0 0 0 DAVID SIMMONS EASTERN REGION VP 1.00 X 0 0 0 BOB BEGLINGER RETIREE COUNCIL PRES (BEGAN MARCH) 1.00 X 0 0 0 LUKE MATTHEWS WEST CENTRAL REG VP (THRU DECEMBER) 1.00 X 0 0 0 82178 0 36727 0 0 0 0 0 129025 129025 PER CAPITA TAXES 813930 604504 604504 604504 14755 14755 REBATES FROM AFT 541900 5470 5470 3437 3437 8907 757191 604504 0 23662 40000 2000 124236 327035 35518 75667 28008 24630 16903 5229 3284 2717 6017 34516 16780 1118 5940 2168 MEMBER RELATIONS 44627 PUBLIC RELATIONS 19033 815426 458159 383158 1186581 1176519 13351 11750 85495 70817 4814 2448 0 0 3761 0 0 21478 1752161 1666170 40001 23197 275485 264533 315486 287730 X 1436675 1378440 1436675 1378440 1752161 1666170 -58235 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 1 0 0 HRA LIABILITY 242608 FINANCE LEASE LIABILITY 21925 264533 757191 0 757191 0 757191 815426 0 815426 0 815426 1 EMPOWER PROJECT 966 HIGHPOINT DR ANNAPOLIS MD 21409 843298988 501(C)(4) 10000 0 GENERAL SUPPORT 0 1 PART I, LINE 2: THE ASSOCIATION'S GOVERNING BODY APPROVES AMOUNTS GRANTED TO OTHER ORGANIZATIONS AND THE ASSOCIATION GENERALLY DOES NOT CONDUCT ADDITIONAL MONITORING OF THE USE OF GRANTS FUNDS ONCE THEY HAVE BEEN DISBURSED. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS A SINGLE CLASS OF MEMBERSHIP. LOCALS MAY ESTABLISH THE FOLLOWING SPECIAL CLASSES OF MEMBERSHIP. A) LOCALS SHALL PAY ONE HALF PER CAPS ON THOSE MEMBERS WHOSE SALARY IS LESS THAN $34,000 PER YEAR EXCEPT AS PROVIDED BY THE CLASSES BELOW. B) LOCALS SHALL PAY ONE QUARTER OF THE REGULAR PER CAP RATES ON THOSE MEMBERS WHOSE WAGES FALL WITHIN THE THRESHOLD SET BY AFT-NATIONAL FOR THIS CATEGORY. C) LOCALS SHALL PAY ONE EIGHTH OF THE REGULAR PER CAP RATES ON THOSE MEMBERS WHOSE WAGES FALL WITHIN THE THRESHOLD SET BY AFT-NATIONAL FOR THIS CATEGORY. D) RETIREES. SUCH LOCALS PAY PER CAPITA DUES FOR SUCH MEMBERS AT ONE-TWENTIETH THE REGULAR RATE. E) LOCALS THAT REPRESENT EMPLOYEES THAT ARE LAID OFF, ON UNPAID LEAVE, OR WHOSE APPOINTMENT FOR THE UPCOMING TERM HAVE NOT YET BEEN RENEWED, MAY PLACE THOSE EMPLOYEES ON INACTIVE STATUS. SUCH LOCALS SHALL PAY PER CAPITA TAX FOR SUCH MEMBERS OF $2.00 PER MONTH. F) APPLICATIONS FOR SPECIAL CLASSES OF MEMBERSHIP MAY BE MADE ON BEHALF OF A BARGAINING UNIT OR OTHER CLEARLY IDENTIFIED GROUP WITHIN A LOCAL. THE EXECUTIVE BOARD SHALL ADOPT GUIDELINES TO GOVERN THE FILING AND CONSIDERATION OF SUCH APPLICATIONS. ALL SUCH MEMBERS SHALL BE ENTITLED TO RECEIVE FULL BENEFITS OF MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE ASSOCIATION'S MEMBERSHIP HAS THE RIGHT TO ELECT THE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE ASSOCIATION'S MEMBERSHIP HAS THE RIGHT TO APPROVE DECISIONS OF THE ASSOCIATION'S GOVERNING BODY. ALL DECISIONS OF THE GOVERNING BODY REQUIRE APPROVAL BY A MAJORITY OF THE ASSOCIATION'S MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 8B THE ASSOCIATION'S GOVERNING BODY DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE ASSOCIATION'S OFFICE MANAGER/CONTROLLER AND TREASURER BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ASSOCIATION'S CONFLICT OF INTEREST POLICY COVERS ALL OF ITS DIRECTORS AND PRINCIPAL OFFICERS, AS DEFINED IN THE POLICY. ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH BROAD AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, AS DEFINED IN THE POLICY, IS CONSIDERED AN INTERESTED PERSON. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE MEETING OF THE GOVERNING BODY, BUT AFTER THE PRESENTATION, HE OR SHE MUST LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. TO ENSURE THE ASSOCIATION DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH BROAD AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY MUST ANNUALLY SIGN A STATEMENT THAT AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE ASSOCIATION MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES IN ORDER TO MAINTAIN ITS TAX EXEMPT STATUS. THE ASSOCIATION WILL ALSO CONDUCT PERIODIC REVIEWS OF, BUT NOT LIMITED TO, WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING, AND WHETHER OTHER ARRANGEMENTS WITH THIRD PARTIES CONFORM TO THE ASSOCIATION'S WRITTEN POLICIES ARE PROPERLY RECORDED, REFLECT REASONABLE PAYMENTS FOR GOODS AND SERVICES, AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT, OR IN AN EXCESS BENEFIT TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD REVIEWS AND APPROVES THE PRESIDENT'S SALARY AT THE ANNUAL BOARD MEETING. THEY BASE IT ON HISTORICAL SALARY AMOUNTS, DUTIES OF THE PRESIDENT, AND AVAILABLE FUNDS OF THE ORGANIZATION. THE BOARD MAKES NOTE OF ITS DELIBERATION AND DECISION IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.