2024-05-15T13:09:09-05:00 2023-06-30 WITHUMSMITHBROWNPC 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2022-07-01 943124274 UNIVERSITY PROFESSIONAL AND TECHNICAL EMPLOYEES CWA LOCAL 9119 % CAROLE NETTER UNIV 5107048783 P O BOX 4443 BERKELEY CA 94704 Amy Fletcher TREASURER 5107048783 2024-05-15 true Amy Fletcher 999009999 JASMINE S BAKER P01452246 9252779100 2 2022 2023-04-26 12:10:37Z Amy Fletcher P O BOX 4443 BERKELEY CA 94704 9388071 false X www.upte.org X 1990 CA A LABOR UNION FOR THE BETTERMENT AND ADVANCEMENT OF ITS MEMBERS. 23 22 35 0 0 0 0 1857 8087029 9217118 925 120516 266 48580 8088220 9388071 4443 19907 0 0 2447054 2594305 0 0 0 3862694 4760003 6314191 7374215 1774029 2013856 6665341 8739099 40415 56202 6624926 8682897 TO ORGANIZE WORKERS FOR THEIR MORAL, ECONOMIC AND SOCIAL ADVANCEMENT. TO THAT END, THE OFFICERS AND REPRESENTATIVES OF THE LOCAL COLLECTIVELY BARGAIN WITH EMPLOYERS ON BEHALF OF THE LOCAL'S MEMBERS. false false ORGANIZED WORKERS FOR THEIR MORAL, ECONOMIC AND SOCIAL ADVANCEMENT. false false false true false false false false false false false false false false true false true false false false false false false false false false true false false false false false false false false false false false false false false false false true 18 0 true 35 true false false false false false false false false X 23 22 false false false false true true false true false false true true false true true true false true true true false CA X X CAROLE NETTER 5107048783 2855 TELEGRAPH AVENUE SUITE 310 BERKELEY CA 94704 X DAN RUSSELL PRESIDENT 40.0 0.0 X X 62291 0 0 Amy Fletcher EXECUTIVE BOARD 2.0 0.0 X 8400 0 0 DANIEL THOMPSON EXECUTIVE BOARD 2.0 0.0 X 7216 0 0 SANDRA BLACKMAN EXECUTIVE BOARD 2.0 0.0 X 6548 0 0 MATIAS CAMPOS EXEC. VICE PRESIDENT 8.0 0.0 X X 1051 0 0 JODI BAKER EXECUTIVE BOARD 2.0 0.0 X 350 0 0 MATTHEW STEPHEN SECRETARY 2.0 0.0 X X 0 0 0 CAROLE NETTER TREASURER 8.0 0.0 X X 0 0 0 URSULA QUINN VICE PRESIDENT 8.0 0.0 X X 0 0 0 TONI WARD EXECUTIVE BOARD 2.0 0.0 X 0 0 0 STEPHEN BALKE EXECUTIVE BOARD - PAST 2.0 0.0 X 0 0 0 EDUARDO DE UGARTE EXECUTIVE BOARD 2.0 0.0 X 0 0 0 ELLIE CANNELL EXECUTIVE BOARD 2.0 0.0 X 0 0 0 SAMMARAH RAOUF EXECUTIVE BOARD - PAST 2.0 0.0 X 0 0 0 CHEYENNE DEAN EXECUTIVE BOARD 2.0 0.0 X 0 0 0 ENRIQUE TRINIDAD EXECUTIVE BOARD 2.0 0.0 X 0 0 0 MICHELE FREEMAN EXECUTIVE BOARD 2.0 0.0 X 0 0 0 ROBBIE HARRIS EXECUTIVE BOARD 2.0 0.0 X 0 0 0 MARC MILLER EXECUTIVE BOARD - PAST 2.0 0.0 X 0 0 0 SEAN MCSTAY EXECUTIVE BOARD 2.0 0.0 X 0 0 0 Max Belasco EXECUTIVE BOARD 2.0 0.0 X 0 0 0 Angie Bryan EXECUTIVE BOARD 2.0 0.0 X 0 0 0 Brenna Rizan EXECUTIVE BOARD 2.0 0.0 X 0 0 0 Shawn Singh EXECUTIVE BOARD 2.0 0.0 X 0 0 0 Alexis Oberg EXECUTIVE BOARD 2.0 0.0 X 0 0 0 Kevin Two EXECUTIVE BOARD 2.0 0.0 X 0 0 0 Lisa Kermish EXECUTIVE BOARD - PAST 2.0 0.0 X 0 0 0 85856 0 0 0 false false false Leonard Carder LLP 1330 broadway Suite 1450 OAKLAND CA 94612 Legal Services 246604 1 1857 1857 DUES AND AGENCY FEES 900099 9192914 9192914 REIMBURSEMENTS FROM CW 900099 24204 24204 9217118 120516 120516 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STRIKE FUND INCOME 900099 48580 48580 48580 9388071 9217118 0 169096 17750 2157 0 0 157283 0 1900434 149151 227119 160318 0 218201 57741 0 0 0 1082 30145 93040 86454 0 192677 169996 0 316841 0 3457695 0 22818 TRAINING EXPENSES 11798 STRIKE EXPENSES 47573 ORGANIZING EXPENSES 53942 7374215 5499132 2076974 1140108 6636024 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 26101 26101 6665341 8739099 40415 56202 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 40415 56202 X 6624926 8682897 0 0 6624926 8682897 6665341 8739099 2013856 44115 X X false true X true false true false false 0 0 X FORM 990, PART X, LINE 2: The Local has analyzed the tax positions taken and has concluded that, as of June 30, 2023, there are no uncertain positions taken, or expected to be taken, that would require disclosure in the consolidated financial statements. The Local is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Local believes it is no longer subject to income tax examinations for the fiscal years prior to 2020. true San Diego Labor Council 3737 Camino del Rio South Ste 403 San Diego CA 92108 800180809 501(C)(5) 10000 General SUPPORT 1 FORM 990, PART VI, SECTION A, LINE 6: THE LOCAL REPRESENTS VARIOUS TYPES OF MEMBERS, INCLUDING: HEALTH CARE MEMBERS, RESEARCH MEMBERS, TECHNICAL MEMBERS, ADMINISTRATIVE MEMBERS, LOS ALAMOS NATIONAL LAB MEMBERS, LAWRENCE LIVERMORE NATIONAL LAB MEMBERS, LAWRENCE BERKELEY NATIONAL LAB MEMBERS, AND ASSOCIATE FACULTY MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A: IN ACCORDANCE WITH THE LOCAL'S CONSTITUTION AND BYLAWS, THE LOCAL HAS AN EXECUTIVE BOARD, WHICH IS ELECTED BY THE LOCAL'S MEMBERS EVERY THREE YEARS. MEMBERS OF THE LOCAL ARE ELIGIBLE TO VOTE IN THE ELECTIONS. FORM 990, PART VI, SECTION A, LINE 7B: THE DECISIONS MADE BY THE EXECUTIVE BOARD ARE SUBJECT TO APPROVAL BY THE MEMBERS. THIS INCLUDES RATIFICATION OF CONTRACTS, ELECTIONS, AND AMENDMENTS TO THE CONSTITUTION AND BYLAWS. IN ADDITION, ALL EXECUTIVE BOARD MEETING MINUTES ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE, WHICH IS RESTRICTED TO MEMBERS ONLY. THE LOCAL HOLDS AN ANNUAL CONVENTION (AT LEAST EVERY 16 MONTHS), AND ADDITIONAL CONVENTIONS CAN BE HELD AS NEEDED. THE HIGHEST AUTHORITY IS VESTED IN THE ANNUAL CONVENTION. EACH CHAPTER IS ENTITLED TO SEND DELEGATES TO THE CONVENTION. THE NUMBER OF DELEGATES IS BASED ON THE AVERAGE NUMBER OF MEMBERS IN EACH CHAPTER. FORM 990, PART VI, SECTION A, LINE 8B: THERE IS NO COMMITTEE TO ACT ON BEHALF OF THE EXECUTIVE BOARD. FORM 990, PART VI, SECTION B, LINE 11B: FORM 990 WAS NOT PROVIDED TO ALL MEMBERS OF THE EXECUTIVE BOARD BEFORE FILING WITH THE IRS. THE FORM WAS REVIEWED BY THE TREASURER AND PRESIDENT BEFORE FILING WITH THE IRS. THE FORM IS SUBSEQUENTLY POSTED TO A WEBSITE TO WHICH ONLY MEMBERS HAVE ACCESS. FORM 990, PART VI, SECTION B, LINE 12C: EACH UPTE-CWA BOARD MEMBER OR VOLUNTEER WILL DISCLOSE ISSUES, SUBJECTS, PERSONS OR ENTITIES IN WHICH S/HE HAS A FINANCIAL OR OTHER INTEREST WHERE THERE IS THE POTENTIAL THAT THE UPTE-CWA EXECUTIVE BOARD MEMBERS MAY MAKE DECISIONS THAT AFFECT THOSE ISSUES, SUBJECTS, PERSONS OR ENTITIES. TO ENSURE ACCURATE, UP TO DATE INFORMATION, EACH UPTE-CWA BOARD MEMBER OR VOLUNTEER WILL REVIEW HIS OR HER DISCLOSURE STATEMENT ANNUALLY AND UPDATE AS NECESSARY. THE INFORMATION WILL BE REVIEWED BY UPTE-CWA'S PRESIDENT AND/OR HUMAN RESOURCES, AND SHARED WITH UPTE-CWA'S EXECUTIVE BOARD MEMBERS IF RELEVANT TO THE DISCUSSION OR DECISION-MAKING AT HAND. FORM 990, PART VI, SECTION B, LINE 15: THE SALARIES FOR THE PRESIDENT, VICE PRESIDENT, TREASURER, EXECUTIVE VICE PRESIDENT, OFFICERS OF THE LOCAL AND MEMBER STAFF ARE REVIEWED BY A COMPENSATION COMMITTEE THAT SUBMITS ITS RECOMMENDATION TO THE EXECUTIVE BOARD BASED ON COMPARABLE SALARIES PAID FOR SIMILAR JOBS AT UNIVERSITIES. BASED ON THESE RECOMMENDATIONS, THE SALARIES ARE DETERMINED BY THE EXECUTIVE BOARD. FORM 990, PART VI, SECTION C, LINE 19: THE LOCAL MAKES ITS GOVERNING DOCUMENTS AVAILABLE ON ITS WEBSITE. IN ADDITION, THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE ALSO POSTED ON THE INTERNAL WEBSITE AND ARE AVAILABLE FOR REVIEW BY THE MEMBERS. FORM 990, PART XI, LINE 1: THE ORGANIZATION USES THE MODIFIED CASH BASIS OF ACCOUNTING. FORM 990, PART XII, LINE 2C: THE EXECUTIVE BOARD ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE LOCAL'S FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART VII COLUMN D AND PART IX, LINE 5: THERE IS AN ARRANGEMENT BETWEEN THE LOCAL AND THE UNIVERSITY OF CALIFORNIA WHEREBY CERTAIN EMPLOYEES AND OFFICERS (LEASED EMPLOYEES) WORK A PERCENTAGE OF TIME FOR THE LOCAL AND A PERCENTAGE OF TIME FOR THE UNIVERSITY OF CALIFORNIA. THE UNIVERSITY OF CALIFORNIA PAYS SALARIES AND BENEFITS TO THE LEASED EMPLOYEES AND INVOICES THE LOCAL BASED ON THE PERCENT OF TIME THE LEASED EMPLOYEE WORKED FOR THE LOCAL. THE AMOUNTS REIMBURSED TO THE UNIVERSITY OF CALIFORNIA (UC) DURING THE FISCAL YEAR ENDED JUNE 30,2023, HAVE BEEN REPORTED ON PART IX LINE 5. THE AMOUNTS REIMBURSED TO THE UC DURING THE CALENDAR YEAR 2022 HAVE BEEN INCLUDED IN COLUMN D OF PART VII.