2023-11-09T09:40:16-06:00 2023-06-30 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2022-07-01 410226823 AMERICAN FEDERATION OF TEACHERS LOCAL 692 - DULUTH AMER 2187221735 639 E CENTRAL ENTRANCE DULUTH MN 55811 TOM PEARSON TREASURER 2187221735 2023-11-02 1 TOM PEARSON 999009999 1 MICHAEL J PETERSON CPA P01833529 2187224705 2023-11-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TOM PEARSON 639 E CENTRAL ENTRANCE DULUTH MN 55811 1244106 0 0787 X WWW.DULUTHFEDERATION.ORG X UNION 1942 MN LABOR UNION 9 6 11 0 0 0 19650 66430 630347 658084 562175 331712 157842 169212 1370014 1225438 0 0 0 0 103669 185750 0 0 0 642072 695997 745741 881747 624273 343691 3362490 3821033 241633 326153 3120857 3494880 X LABOR UNION 0 0 NEGOTIATION OF EMPLOYMENT CONTRACT FOR ABOUT 650 TEACHERS. SERVICING THE NEGOTIATED EMPLOYMENT CONTRACT FOR ABOUT 650 TEACHERS. COMMUNICATION AND ACTIVITIES INVOLVED IN ESTABLISHING AND INTERPRETING EDUCATIONAL AND ADMINISTRATIVE POLICIES OF THE EMPLOYER. EDUCATIONAL RESEARCH AND DISSEMINATION OF INFORMATION. 0 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 11 1 0 0 0 0 0 0 0 0 X 9 6 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X TOM PEARSON 2187221735 625 E CENTRAL ENTRANCE DULUTH MN 55811 MIKE ZWAK TREASURER 40.00 X X 38777 0 0 ETHAN FISHER PRESIDENT 40.00 X X 43777 0 0 CATHERINE NACHBAR SECRETARY 8.00 X X 9880 0 0 STACEY ACTERHOFF VICE PRESIDENT (TERMED 1/1/23) 5.00 X X 3520 0 0 CINDY JAMAR VICE PRESIDENT 5.00 X X 3520 0 0 GREG JONES VICE PRESIDENT 5.00 X X 3520 0 0 ED LEWIS VICE PRESIDENT 5.00 X X 3520 0 0 JAMES OLSON VICE PRESIDENT 5.00 X X 8520 0 0 LYNN THOMPSON VICE PRESIDENT 5.00 X X 0 0 0 115034 0 0 0 0 0 0 EDUCATION MINNESOTA 41 SHERBURNE AVE ST PAUL MN 55103 UNION MEMBER BENEFITS 525610 1 66430 66430 DUES 541900 658084 658084 658084 4857 4857 169212 0 169212 169212 169212 345523 0 18668 345523 -18668 326855 326855 1225438 827296 0 331712 107703 68408 9639 8623 308 44783 53359 530745 23141 3857 BUILDING MAINTENANCE 13494 FORMER EXECUTIVE SECRET 8238 SUPPLIES 5645 3804 881747 538964 511676 1016042 173940 798753 842102 2024773 2467255 3362490 3821033 136230 211461 105403 114692 241633 326153 X 3111857 3465689 9000 29191 3120857 3494880 3362490 3821033 343691 92637 -62305 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 275000 275000 692629 135346 557283 48413 38594 9819 842102 FIDELITY CAPITAL APPRECIATION FUND SHARES 764067 F FIDELITY MAGELLAN MUTUAL FUND SHARES 528261 F IVY SCIENCE AND TECHNOLOGY A 1174927 F 2467255 X 1318075 92637 92637 1225438 0 1225438 881747 0 881747 0 881747 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE AND THE ORGANIZATION ASSESSES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OR THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THE TAX POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION RECORDED NO ASSETS OR LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS MADE UP OF MEMBERS. ALL PERSONS INCLUDED IN THE BARGAINING UNIT AS DEFINED IN ARTICLE L OF THE COLLECTIVE BARGAINING AGREEMENT WITH INDEPENDENT SCHOOL DISTRICT 709 SHALL BE ELIGIBLE FOR MEMBERSHIP. IN ADDITION, OTHER PERSONS WHOSE COMPENSATION AND WORKING CONDITIONS ARE DEFINED IN THE AGREEMENT ARE ELIGIBLE FOR MEMBERSHIP. MEMBERSHIP IN THE DULUTH FEDERATION OF TEACHERS SHALL BE IN ACCORDANCE WITH THE CONSTITUTION AND BY-LAWS OF EDUCATION MINNESOTA, NEA, AND AFT. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE ORGANIZATION HAVE THE POWER TO ELECT THE OFFICERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B ALL MEMBERS HAVE A VOTE ON WHETHER TO RATIFY A CONTRACT TENTATIVE AGREEMENT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED, REVIEWED, AND DISCUSSED AT A MONTHLY EXECUTIVE BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY AN ANNUAL REVIEW BY THE EXECUTIVE BOARD. THE PRESIDENT OF THE BOARD DETERMINES IF A CONFLICT OF INTEREST EXISTS. IF A VIOLATION OF THE POLICY IS FOUND, THE PRESIDENT SHALL TAKE APPROPRIATE ACTION WHICH MAY INCLUDE AN ORDER REGARDING ELIMINATION OF THE CONFLICT, DISCIPLINE OR TERMINATION OF EMPLOYEES, NOTICE TO THE EXECUTIVE COMMITTEE IF THE CONFLICT INVOLVES A LEADER OR BOARD MEMBER, OR SUCH OTHER REMEDY THAT IT DEEMS IS APPROPRIATE. THE PRESIDENT WILL INFORM THE EXECUTIVE COMMITTEE OF ANY ACTION TAKEN UNDER THIS SECTION. FORM 990, PART VI, SECTION B, LINE 15 DFT BUDGET COMMITTEE REVIEWS ALL OFFICER COMPENSATION ON AN ANNUAL BASIS. -RECOMMENDATIONS ARE BASED ON THE DFT BUDGET COMMITTEE RESEARCH OF COMPARABLE LOCALS, THEIR STIPENDS AND COMPENSATION, TEACHER SALARY SCHEDULE, AND STATE AVERAGES REGARDING INCREASES. -DFT BUDGET COMMITTEE MAKES COMPENSATION RECOMMENDATIONS TO DFT EXEC BOARD -DFT EXEC BOARD IS PRESENTED AND REVIEWS RECOMMENDATIONS. APPROVAL IS NEEDED. -GENERAL MEMBERSHIP IS PRESENTED AND REVIEWS RECOMMENDATIONS. APPROVAL IS NEEDED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.