2025-01-30T11:12:43-06:00 2024-06-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2023-07-01 390963086 AFT - WISCONSIN AMER 6086621444 PO BOX 247 COTTAGE GROVE WI 53527 KIMBERLY KOHLHAAS PRESIDENT 6086621444 2025-01-24 1 1 MIKE HABLEWITZ CPA P01259157 6082744020 2025-01-20 2023 2025-03-06 01:10:19Z X KIMBERLY KOHLHAAS PO BOX 247 COTTAGE GROVE WI 53527 690204 0 0787 X AFT-WISCONSIN.ORG X 1933 WI TO FOSTER COOPERATIVE ACTION AMONG MEMBERS OF AFT-WISCONSIN; TO PROMOTE AND TO ASSIST IN THE ORGANIZATION OF NEW LOCALS; TO ASSIST AFFILIATED LOCALS AND MEMBERS OF THE STATE FEDERATION IN OBTAINING THE RIGHTS AND SERVICES TO WHICH THEY ARE ENTITLED, IN ACHIEVING COMMON PROFESSIONAL GOALS AND IN PROMOTING GENERAL WELFARE OF NOT ONLY AFT-WISCONSIN MEMBERS, BUT ALSO OTHER AFL-CIO UNION MEMBERS AND ALL WORKERS; TO RAISE THE STANDARDS OF STATE FEDERATION MEMBERS BY SECURING THE WORKING CONDITIONS ESSENTIAL TO PROFESSIONAL JOB PERFORMANCE; TO IMPROVE EDUCATIONAL OPPORTUNITIES AND TO PROMOTE 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; TO IMPROVE STANDARDS FOR PUBLIC EMPLOYEES BY WORKING FOR THE PASSAGE AND STRENGTHENING OF COLLECTIVE BARGAINING AND CIVIL SERVICE LEGISLATION, PROMOTING CONTINUING EDUCATION 12 11 12 13 0 0 129025 63173 604504 601223 14755 20063 8907 5745 757191 690204 42000 2000 0 0 590464 559774 0 0 0 182962 153521 815426 715295 -58235 -25091 1666170 1606730 287730 253064 1378440 1353666 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. CONTRIBUTIONS INTO SOLIDARITY FUND STOPPED FROM JAN 2024-DEC 2026 PER CONSTITUTION. THE 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 0 0 0 0 0 0 0 0 0 0 0 1 0 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 3 0 12 1 0 0 0 0 1 1 0 0 0 X 12 11 0 0 1 0 1 1 1 1 0 0 1 1 0 1 1 1 0 1 1 0 0 X KIM KOHLHAAS AND AMY WILLIAMS 6086621444 PO BOX 247 COTTAGE GROVE WI 53527 KIMBERLY KOHLHAAS PRESIDENT 40.00 X X 80906 0 32105 CHAD GOLDBERG SECRETARY 1.00 X X 0 0 0 MIKE LUSSENDEN VICE PRESIDENT, RETIREE COUNCIL 1.00 X X 0 0 0 JON SHELTON VICE PRESIDENT, HIGHER EDUCATION COUNCIL 1.00 X X 0 0 0 MEGAN BRETT VICE PRESIDENT, PK-12 COUNCIL 1.00 X X 0 0 0 PAM CAMPBELL VICE PRESIDENT, PSRP COUNCIL (THRU OCT) 1.00 X X 0 0 0 ANTHONY REEVES VICE PRESIDENT, STATE EMPLOYEE COUNCIL (THRU OCT) 1.00 X X 0 0 0 LISA CONLEY VICE PRESIDENT, WTCS COUNCIL 1.00 X X 0 0 0 KARLY CAVEN NORTHERN REGION VP 1.00 X X 0 0 0 ANGELA BAZAN WEST/CENTRAL REGION VP 1.00 X X 0 0 0 DAVID SIMMONS TREASURER 1.00 X X 0 0 0 BOB BEGLINGER VICE PRESIDENT, RETIREE COUNCIL (THRU OCT) 1.00 X X 0 0 0 LYNETTE HARVEY VICE PRESIDENT, PSRP COUNCIL (BEG NOV) 1.00 X X 0 0 0 JAMIE MCCARVILLE VICE PRESIDENT, STATE EMPLOYEE COUNCIL (BEG NOV) 1.00 X X 0 0 0 EMILY SCHKERYANTZ VICE PRESIDENT, GRADUATE EMPLOYEE COUNCIL (BEG MAR 1.00 X X 0 0 0 80906 0 32105 0 0 0 0 0 63173 63173 PER CAPITA TAXES 813930 601223 601223 601223 20063 20063 REBATES FROM AFT 813930 5064 5064 681 681 5745 690204 601223 0 25808 2000 116564 321548 41347 47986 32329 26502 18344 3780 5019 3019 4688 41514 23295 857 5054 1715 PUBLIC RELATIONS 12884 MEMBER RELATIONS 1053 5797 715295 383158 282321 1176519 1188379 11750 32039 70817 87531 2448 35 21478 16425 1666170 1606730 23197 15295 264533 237769 287730 253064 X 1378440 1353666 1378440 1353666 1666170 1606730 -25091 317 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 HRA LIABILITY 220651 FINANCE LEASE LIABILITY 17118 237769 690204 0 690204 0 690204 715295 0 715295 0 715295 FORM 990, PART I, LINE 1 AND SECURING WORKING CONDITIONS CONDUCIVE TO THE BEST PERFORMANCE AND DELIVERY OF PUBLIC SERVICE. FORM 990, PART VI, SECTION A, LINE 4 DURING THE FISCAL YEAR THE ORGANIZATION HAD THE FOLLOWING SIGNIFICANT CHANGES TO THE CONSTITUTION: AT LARGE OFFICER MEMBERSHIP WAS DEFINED - ONCE AN OFFICER IS ELECTED AND HOLDS A FULL-TIME, RELEASE POSITION FOR AFT-WISCONSIN, THEY SHALL TRANSITION FROM ACTIVE EMPLOYEE MEMBER TO AT LARGE OFFICER MEMBER OF THE STATE FEDERATION. THEY SHALL HOLD THIS MEMBERSHIP STATUS UNTIL THEY ARE NOT LONGER IN OFFICE. EXECUTIVE BOARD MEETINGS FREQUENCY CHANGED FROM QUARTERLY TO MONTHLY. OFFICER DUTIES AND AUTHORITY WERE UPDATED: - ALL OFFICERS MUST BE IN GOOD STANDING - THE PRESIDENT MUST BE A MEMBER IN GOOD STANDING AT THE TIME OF THEIR INITIAL ELECTION. FORM 990, PART VI, SECTION A, LINE 6 ACTIVE EMPLOYEE MEMBERSHIP: ALL MEMBERS OF THE WISCONSIN LOCALS OF THE AMERICAN FEDERATION OF TEACHERS, WHO ARE ACTIVELY EMPLOYED AS EDUCATIONAL PROFESSIONALS OR PUBLIC EMPLOYEES, OTHER THAN THOSE AFFILIATED WITH THE WISCONSIN FEDERATION OF NURSES AND HEALTH PROFESSIONALS (WFNHP), ARE MEMBERS OF AFT-WISCONSIN (AFT-W). OTHER MEMBERSHIP CATEGORIES: AT LARGE MEMBERSHIP: ANY EDUCATION PROFESSIONAL OR OTHER PUBLIC EMPLOYEE, WHO ARE ACTIVE EMPLOYEES, RESIDING OUTSIDE OF THE JURISDICTION OF AN ESTABLISHED LOCAL MAY BE A MEMBER AT LARGE OF THE STATE FEDERATION. THE STATE EXECUTIVE BOARD SHALL DETERMINE PROCEDURES FOR PARTICIPATION BY THESE AT LARGE MEMBERS IN ALL ACTIVITIES OF THE STATE FEDERATION, EXCEPT WHERE OTHER CONSTITUTIONAL PROVISIONS APPLY. RETIREE MEMBERSHIP: RETIREE MEMBERS OF ANY AFT LOCAL OR RETIREE MEMBERS AT LARGE ARE ELIGIBLE FOR MEMBERSHIP IN THE AFT-WISCONSIN RETIREE COUNCIL. ASSOCIATE MEMBERSHIP: WHERE A LOCAL OF THE AMERICAN FEDERATION OF TEACHERS EXISTS IN OR NEAR A COLLEGE OR UNIVERSITY HAVING A DEPARTMENT OF EDUCATION, THAT LOCAL MAY ACCEPT PROSPECTIVE TEACHERS AS ASSOCIATE MEMBERS. ASSOCIATE MEMBERS SHALL HAVE ONLY VISITOR'S PRIVILEGES AT THE STATE AND NATIONAL CONVENTIONS. A STUDENT TEACHER MAY ALSO BE ACCEPTED AS A MEMBER AT LARGE OF THE STATE FEDERATION. AT LARGE OFFICER MEMBERSHIP: ONCE AN OFFICER IS ELECTED AND HOLDS A FULL-TIME, RELEASE POSITION FOR AFT-WISCONSIN, THEY SHALL TRANSITION FROM ACTIVE EMPLOYEE MEMBER TO AT LARGE OFFICER MEMBER OF THE STATE FEDERATION. THEY SHALL HOLD THIS MEMBERSHIP STATUS UNTIL THEY ARE NO LONGER IN OFFICE. 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.