Civic Intelligence

Uaw Chrysler Skill Development & Training Program

990 • Fiscal year 2019 • EIN 38-2691478

Oct 01, 2018 to Sep 30, 2019 • Filed on Aug 17, 2020

2500 E Nine Mile RoadWarren, MI 48091

(586) 427-4001

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$32,421,450

Up $1,165,315 (+3.7%) from 2018

Net Assets

Down

$21,778,853

Down $1,015,868 (-4.5%) from 2018

Liabilities

Up

$10,642,597

Up $2,181,183 (+26%) from 2018

Revenue And Expenses

Revenue

Up

$25,476,648

Up $467,489 (+1.9%) from 2018

Expenses

Up

$26,492,517

Up $4,005,022 (+18%) from 2018

Net Income

Down

-$1,015,869

Down $3,537,533 (-140%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2011: $76,683,900Liabilities 2011: $2,805,910Net Assets 2011: $73,877,9902011Assets 2012: $35,982,828Liabilities 2012: $1,280,674Net Assets 2012: $34,702,1542012Assets 2013: $44,025,898Liabilities 2013: $3,813,291Net Assets 2013: $40,212,6072013Assets 2014: $58,970,099Liabilities 2014: $1,015,009Net Assets 2014: $57,955,0902014Assets 2015: $29,827,412Liabilities 2015: $9,275,374Net Assets 2015: $20,552,0382015Assets 2016: $33,978,540Liabilities 2016: $14,086,957Net Assets 2016: $19,891,5832016Assets 2017: $29,328,503Liabilities 2017: $9,055,325Net Assets 2017: $20,273,1782017Assets 2018: $31,256,135Liabilities 2018: $8,461,414Net Assets 2018: $22,794,7212018Assets 2019: $32,421,450Liabilities 2019: $10,642,597Net Assets 2019: $21,778,8532019Assets 2020: $23,592,205Liabilities 2020: $10,192,909Net Assets 2020: $13,399,2962020Assets 2021: $24,193,161Liabilities 2021: $6,633,290Net Assets 2021: $17,559,8712021Assets 2022: $21,206,193Liabilities 2022: $5,751,397Net Assets 2022: $15,454,7962022Assets 2023: $20,600,765Liabilities 2023: $7,310,977Net Assets 2023: $13,289,7882023Assets 2024: $33,625,982Liabilities 2024: $15,675,412Net Assets 2024: $17,950,5702024

Highlighted filing

2019

Assets$32,421,450
Liabilities$10,642,597
Net Assets$21,778,853

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MRevenue 2011: $24,869,401Expenses 2011: $23,018,063Net Income 2011: $1,851,3382011Revenue 2012: $31,657,593Expenses 2012: $28,292,480Net Income 2012: $3,365,1132012Revenue 2013: $36,407,214Expenses 2013: $30,603,923Net Income 2013: $5,803,2912013Revenue 2014: $46,706,407Expenses 2014: $28,896,926Net Income 2014: $17,809,4812014Revenue 2015: $33,984,958Expenses 2015: $34,220,598Net Income 2015: -$235,6402015Revenue 2016: $30,662,795Expenses 2016: $31,310,123Net Income 2016: -$647,3282016Revenue 2017: $28,514,889Expenses 2017: $28,172,437Net Income 2017: $342,4522017Revenue 2018: $25,009,159Expenses 2018: $22,487,495Net Income 2018: $2,521,6642018Revenue 2019: $25,476,648Expenses 2019: $26,492,517Net Income 2019: -$1,015,8692019Revenue 2020: $17,222,802Expenses 2020: $18,040,009Net Income 2020: -$817,2072020Revenue 2021: $16,761,956Expenses 2021: $17,407,125Net Income 2021: -$645,1692021Revenue 2022: $11,707,605Expenses 2022: $15,408,680Net Income 2022: -$3,701,0752022Revenue 2023: $10,103,084Expenses 2023: $15,328,573Net Income 2023: -$5,225,4892023Revenue 2024: $26,513,852Expenses 2024: $21,945,070Net Income 2024: $4,568,7822024

Highlighted filing

2019

Revenue$25,476,648
Expenses$26,492,517
Net Income-$1,015,869
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Aug 17, 2020
Return Version
2018v3.2
Gross Receipts
$25,476,648
Mission and Program Overview

Mission

The uaw-chrysler skill development and training program (the "ntc") is a joint activity of the uaw and stellantis nv, established through collective bargaining to provide education, training, re-training and other programs to create and sustain a world class workforce that can effectively compete with global manufacturers.

SEE SCHEDULE O.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$22,794,721$21,778,853▼ $1,015,868
Land, Buildings, and Equipment, Net$16,718,653$16,561,620▼ $157,033
Cash and Non-Interest-Bearing Accounts$622,970$7,805,947▲ $7,182,977
Savings and Temporary Cash Investments$4,851,490$4,866,065▲ $14,575
Accounts Receivable$9,063,022$3,187,818▼ $5,875,204
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$31,256,135$32,421,450▲ $1,165,315
Liabilities
Accounts Payable and Accrued Expenses$8,461,414$10,642,597▲ $2,181,183
Total Liabilities$8,461,414$10,642,597▲ $2,181,183
Net Assets / Fund Balance
Total Net Assets Fund Balance$22,794,721$21,778,853▼ $1,015,868
Total Liabilities and Net Assets / Fund Balance$31,256,135$32,421,450▲ $1,165,315

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$9,932,367$4,570,610$14,502,977
Buildings$2,498,391$2,591,609$5,090,000
Equipment$2,328,413$618,877$2,947,290
Land$1,460,000-$1,460,000
Other Land Buildings$342,449$175,273$517,722
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Catherine StoeyTreasurerFT$156,154$156,154
Thomas RolandsSecretaryFT$131,668$131,668

Board Members and Trustees

NameTitle
Cynthia EstradaCo-president
Glenn ShagenaCo-president
Carlo MaterazzoBoard Member
Jeffrey ShrockBoard Member
William KingBoard Member
Jorge LaresBoard Member (beg 06/2019)
Michael NovakAssistant Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Fca US LLCManagement, Training & Development1000 CHRYSLER DRIVE, Auburn Hills, MI 48326$8,347,495
Uaw International UnionManagement, Training & Development8000 E JEFFERSON AVENUE, Detroit, MI 48214$3,494,819
Eat CateringFood Services386 NORTH MAIN STREET, Royal Oak, MI 48067$857,850
Excelerated Learning InstituteEducational TrainingPO BOX 695, Sterling Heights, MI 48311$402,600
Hertz Schram PCLegal Services1760 SOUTH TELEGRAPH RD STE 300, Bloomfield Hills, MI 48302$399,103
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$25,330,487
Investment Income
$14,575
Other Revenue
$131,586
Change in Net Assets
$-1,015,869

Audited Revenue Reconciliation

Revenue per Audited Statements
$25,476,648
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$168,750
Total Revenue per Audited Statements
$25,645,398
Total Revenue per Form 990
$25,476,648
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,400,853
Salaries, Compensation, and Employee Benefits$13,007,064
Grants and Similar Amounts Paid$84,600
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$11,265,307
Depreciation Depletion---$1,285,003
Other Employee Benefits---$1,136,632
Occupancy---$1,069,568
Travel---$1,060,105
Other Expenses---$1,005,000
Fees for Services Legal---$858,910
Payroll Taxes---$416,213
Office Expenses---$346,138
Information Technology---$258,909
Pension Plan Contributions---$188,912
Insurance---$179,310
Fees for Services Other---$88,858
Grants to Domestic Individuals---$84,600
Fees for Services Accounting---$73,335
Total Functional Expenses$0$0$0$26,492,517

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$26,661,267
Expenses per Audited Statements$26,492,517
Total Expenses per Form 990$26,492,517
Expenses Not Reported on Form 990$168,750
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

The uaw and fca each appoint the same number of individuals to the board of the organization.

Form 990, Part VI, Section B, Line 11B

Once the form 990 is prepared by the organization, with assistance from the external tax accounting firm, the form and all applicable schedules are provided to the assistant treasurer for review with the external accounting firm. After the assistant treasurer has completed their review, the form and all applicable schedules are filed with the irs.

Form 990, Part VI, Section C, Line 19

Documents subject to public inspection are made available upon request.

FORM 990, PART VI, SECTION A, LINE 9:

Jeffrey shrock - 8000 e. Jefferson avenue, detroit, mi 48214 form 990, part vi, section b, line 12c: the conflict of interest policy covers directors, officers or other persons with powers delegated to them by the organization's board of directors (the "board") who have a direct or indirect financial interest ("interested persons"). "financial interest" is defined in the policy. An interested person must disclose the existence of a financial interest and all material facts to the board. If the board determines a conflict of interest exists the board shall not enter into the proposed transaction.

FORM 990, PART VII, SECTION A, LINE 1A:

Where 0.00 is listed the hours per week of the individual varied throughout the year. Form 990, part vii, section a, line 1a, column (d): compensation is for calendar year 2018. Form 990, part vii, section b, line 1: amounts paid by the organization to the uaw and fca are for the services of uaw and fca employees performed to advance the mission of the organization.

Filing and Contact Details

Filer

Filer Name
Uaw Chrysler Skill Development
EIN
38-2691478
Phone
5864274001
Address
2500 E NINE MILE ROAD, WARREN, MI 48091
Doing Business As
Uaw Chrysler National Training Center

Signing Officer

Name
Michael Novak
Title
Assistant Treasurer
Phone
5864274001
Signed
2020-08-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Glenn Shagena Cindy Est
Formed
1986
Legal Domicile
Mi
Voting Board Members
8
Independent Board Members
7
Employees
46
Volunteers
0

Preparer

Firm
Deloitte Tax Llp
Address
111 MONUMENT CIRCLE STE 4200, INDIANAPOLIS, IN 46204-5108
Preparer
Samantha Bokori
Phone
3174648600
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:

The uaw-chrysler skill development and training program is a joint activity of the uaw and fca established through collective bargaining to provide education, training, re-training and other programs to create and sustain a world class workforce that can effectively compete with global manufacturers.

FORM 990, BOX F:

Glenn shagena's current term as a co-president began in june 2015 and cindy estrada's term as a co-president began in june 2018.

FORM 990, PART III, LINES 4A - 4C, PROGRAM SERVICE ACCOMPLISHMENTS:

New hire orientation - a two-day training program delivered by the ntc to all newly-hired fca employees represented by the uaw in all u.s. Labor markets. In calendar year 2018, ntc sponsored training for 4,563 new hires, representing all the newly-hired fca employees represented by the uaw during the year. Skilled trades program - training programs in trades such as sheet metal, welding, electrical, etc., vary in length and are designed to upgrade the core skills of all fca journey persons represented by uaw to include new process training on state-of-the-art technologies with the goal of developing and sustaining a world-class technically skilled workforce. The ntc provides for core skilled trades and technical classes for fca manufacturing employees. Contractual commitments from the 2009 bankruptcy proceedings mandated that the skilled trades workforce be consolidated into three work groups - electrical, mechanical, and tool & die. Classes were identified and developed at the ntc to facilitate this process. Ntc trained 1,277 participants through the skilled trades program in calendar year 2018. The training curricula enables fca to compete in the global automotive market while helping to secure jobs for fca employees represented by uaw, making the skilled trades program an important component of fca/uaw joint activity. Participants register for classes through the fca learning center system and the organization's staff enters the course completion information into the fca learning center. Sexual harassment prevention - a one-hour training program provided throughout u.s. Plants & parts distribution centers. The purpose is to educate employees on the importance of promoting a safe working environment to work towards preventing sexual harassment in the workplace and provides comprehensive information on sexual harassment prevention. Participants will gain insight about what constitutes sexual harassment and steps to promote a workplace free of sexual harassment. The training program also educates employees on fca's policy 3-6 (discrimination and harassment prevention) and related contractual provisions. In 2018, 4,610 employees participated in sexual harassment prevention training. It is the responsibility of each respective plant location to maintain training records and enter course completion into the corporate learning center. Discrimination prevention - a one-hour training program provided through u.s. Plants & parts distribution centers. The purpose is to educate employees on the importance of promoting a safe working environment to work towards preventing discrimination in the workplace and provide comprehensive information on discrimination prevention. Participants will gain insight about the meet on common ground principles and steps to promote a workplace free of discrimination. The training program also educates employees on fca's policy 3-6 (discrimination and harassment prevention) and related contractual provisions. In 2018, 7,883 employees participated in discrimination prevention training. Employee assistance program (eap) - a six-hour training program provided to newly appointed eap representatives serving employees. The purpose of the training is to inform and educate newly appointed uaw eap representatives of the responsibilities and duties of their position. As a part of the training, an eap reference manual is provided. This manual contains pertinent policies and procedures related to the organization's eap program, along with training on the operation of the eap database. In 2018, 4 eap representatives participated in eap specialist training. In addition, 4,563 new hires were trained on the eap program and applicable services available to them during new hire orientation sessions. This training is approximately 40 minutes. Workplace violence prevention (wpvp) - a one-hour training program provided for fca employees represented by uaw in all u.s. Labor markets that includes awareness, methods and technique

Health, Safety and Ergonomics Training - Training Includes an Overview and

Updates to osha health and safety ('h&s') requirements, new or proposed changes to fca h&s policies/procedures, world class manufacturing safety pillar topics, best practice sharing, ergonomics, injury reduction, uaw-chrysler ferris state university h&s certification, as well as trends in h&s. The training is provided to all plant uaw h&s representatives, uaw skilled trades trainers, uaw ergonomic analysts, fca h&s management professionals, medical staff and select engineering staff. H&s is a central component of the organization's commitment to provide a safe work environment. The organization trained 3,063 employees in calendar year 2018. Paid education leave (pel) - developed in 2015, this four-day training program is offered throughout fca u.s. Locations. The pel training program utilizes industry experts and university analysts to examine and discuss the economic, technological and political forces influencing the future of the worldwide automobile industry, along with a review of fca's current business. In calendar year 2018, 234 employees participated in this program. World class manufacturing (wcm) lab - the wcm central team is responsible for the development of know-how to run the business using the 10 technical pillars and 10 managerial pillars of the world class manufacturing system. The wcma offers over 70 different courses, lab simulations and in-plant workshops that are structured to provide participants with a hands-on approach to learning, using pioneering manufacturing processes and education. The wcm team trained 2,399 fca employees in world class manufacturing methods in calendar year 2018. Wcm mobile unit - the wcm mobile unit was developed in 2013 through the necessity of quickly spreading the basic knowledge of wcma manufacturing systems to operators and maintenance personnel in the plants. The mobile unit travels from the ntc/wcma to each plant, offering an opportunity for team members to leave the shop floor and enter a world of learning within a state-of-the-art classroom trailer. All training records are maintained through the fca corporate learning center system. Training was provided to 1,157 employees in calendar year 2018. Wcm technical mobile unit - in 2015, the technical mobile unit was added to focus on improving our manufacturing facilities maintenance knowledge by applying wcm methods alongside of floor technologies. This mobile unit also travels from the ntc/wcma to each plant, offering an opportunity for team members to leave the shop floor and enter a world of learning within a state-of-the-art classroom trailer. Training was not provided in calendar year 2018. Wcm plant academy - in 2016 a new approach to training in the plants was developed and supported by the wcma with standard wcm modules, a train-the-trainer workshop and on-going coaching to spread basic wcm concepts. Each plant cascades knowledge from their specialists to the shop floor. Training involves short modules followed by application of the basic tools directly to their work area. In 2018, 1,986 employees were trained through the wcma plant academy. All training records are maintained through the fca corporate learning center system. Wcm academy - kokomo center - with a similar approach to the wcma in warren, the kokomo center was created in 2016 and is responsible for the delivery of know-how of the wcm methodology and change management system, offering courses with a focus on powertrain specific concepts and examples. Workshops, wcm courses and technical training are conducted from two locations in indiana. In 2018, 507 employees participated in these sessions. Wcma innovation workshop & events - the wcma offers workshops and events to internal groups as well as select external organizations (including other oem's from all over the world) to give them an understanding of how the wcma approaches training in a fun and hands-on way. Innovation events and workshops are a way for any team to come in with a common problem and o

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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION REIMBURSED THE UAW AND FCA FOR SALARIES OF CERTAIN INDIVIDUALS INVOLVED IN ACTIVITIES RELEVANT TO THE ORGANIZATION. THESE INDIVIDUALS RECEIVED BASE COMPENSATION FROM THE FOLLOWING ENTITIES: UAW - CATHERINE STOEY - $156,154 FCA - THOMAS ROLANDS - $131,668
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VII, SECTION A, LINE 5 AND SCHEDULE J:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE UAW-CHRYSLER SKILL DEVELOPMENT AND TRAINING PROGRAM IS A JOINT ACTIVITY OF THE UAW AND FCA ESTABLISHED THROUGH COLLECTIVE BARGAINING TO PROVIDE EDUCATION, TRAINING, RE-TRAINING AND OTHER PROGRAMS TO CREATE AND SUSTAIN A WORLD CLASS WORKFORCE THAT CAN EFFECTIVELY COMPETE WITH GLOBAL MANUFACTURERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GLENN SHAGENA'S CURRENT TERM AS A CO-PRESIDENT BEGAN IN JUNE 2015 AND CINDY ESTRADA'S TERM AS A CO-PRESIDENT BEGAN IN JUNE 2018.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NEW HIRE ORIENTATION - A TWO-DAY TRAINING PROGRAM DELIVERED BY THE NTC TO ALL NEWLY-HIRED FCA EMPLOYEES REPRESENTED BY THE UAW IN ALL U.S. LABOR MARKETS. IN CALENDAR YEAR 2018, NTC SPONSORED TRAINING FOR 4,563 NEW HIRES, REPRESENTING ALL THE NEWLY-HIRED FCA EMPLOYEES REPRESENTED BY THE UAW DURING THE YEAR. SKILLED TRADES PROGRAM - TRAINING PROGRAMS IN TRADES SUCH AS SHEET METAL, WELDING, ELECTRICAL, ETC., VARY IN LENGTH AND ARE DESIGNED TO UPGRADE THE CORE SKILLS OF ALL FCA JOURNEY PERSONS REPRESENTED BY UAW TO INCLUDE NEW PROCESS TRAINING ON STATE-OF-THE-ART TECHNOLOGIES WITH THE GOAL OF DEVELOPING AND SUSTAINING A WORLD-CLASS TECHNICALLY SKILLED WORKFORCE. THE NTC PROVIDES FOR CORE SKILLED TRADES AND TECHNICAL CLASSES FOR FCA MANUFACTURING EMPLOYEES. CONTRACTUAL COMMITMENTS FROM THE 2009 BANKRUPTCY PROCEEDINGS MANDATED THAT THE SKILLED TRADES WORKFORCE BE CONSOLIDATED INTO THREE WORK GROUPS - ELECTRICAL, MECHANICAL, AND TOOL & DIE. CLASSES WERE IDENTIFIED AND DEVELOPED AT THE NTC TO FACILITATE THIS PROCESS. NTC TRAINED 1,277 PARTICIPANTS THROUGH THE SKILLED TRADES PROGRAM IN CALENDAR YEAR 2018. THE TRAINING CURRICULA ENABLES FCA TO COMPETE IN THE GLOBAL AUTOMOTIVE MARKET WHILE HELPING TO SECURE JOBS FOR FCA EMPLOYEES REPRESENTED BY UAW, MAKING THE SKILLED TRADES PROGRAM AN IMPORTANT COMPONENT OF FCA/UAW JOINT ACTIVITY. PARTICIPANTS REGISTER FOR CLASSES THROUGH THE FCA LEARNING CENTER SYSTEM AND THE ORGANIZATION'S STAFF ENTERS THE COURSE COMPLETION INFORMATION INTO THE FCA LEARNING CENTER. SEXUAL HARASSMENT PREVENTION - A ONE-HOUR TRAINING PROGRAM PROVIDED THROUGHOUT U.S. PLANTS & PARTS DISTRIBUTION CENTERS. THE PURPOSE IS TO EDUCATE EMPLOYEES ON THE IMPORTANCE OF PROMOTING A SAFE WORKING ENVIRONMENT TO WORK TOWARDS PREVENTING SEXUAL HARASSMENT IN THE WORKPLACE AND PROVIDES COMPREHENSIVE INFORMATION ON SEXUAL HARASSMENT PREVENTION. PARTICIPANTS WILL GAIN INSIGHT ABOUT WHAT CONSTITUTES SEXUAL HARASSMENT AND STEPS TO PROMOTE A WORKPLACE FREE OF SEXUAL HARASSMENT. THE TRAINING PROGRAM ALSO EDUCATES EMPLOYEES ON FCA'S POLICY 3-6 (DISCRIMINATION AND HARASSMENT PREVENTION) AND RELATED CONTRACTUAL PROVISIONS. IN 2018, 4,610 EMPLOYEES PARTICIPATED IN SEXUAL HARASSMENT PREVENTION TRAINING. IT IS THE RESPONSIBILITY OF EACH RESPECTIVE PLANT LOCATION TO MAINTAIN TRAINING RECORDS AND ENTER COURSE COMPLETION INTO THE CORPORATE LEARNING CENTER. DISCRIMINATION PREVENTION - A ONE-HOUR TRAINING PROGRAM PROVIDED THROUGH U.S. PLANTS & PARTS DISTRIBUTION CENTERS. THE PURPOSE IS TO EDUCATE EMPLOYEES ON THE IMPORTANCE OF PROMOTING A SAFE WORKING ENVIRONMENT TO WORK TOWARDS PREVENTING DISCRIMINATION IN THE WORKPLACE AND PROVIDE COMPREHENSIVE INFORMATION ON DISCRIMINATION PREVENTION. PARTICIPANTS WILL GAIN INSIGHT ABOUT THE MEET ON COMMON GROUND PRINCIPLES AND STEPS TO PROMOTE A WORKPLACE FREE OF DISCRIMINATION. THE TRAINING PROGRAM ALSO EDUCATES EMPLOYEES ON FCA'S POLICY 3-6 (DISCRIMINATION AND HARASSMENT PREVENTION) AND RELATED CONTRACTUAL PROVISIONS. IN 2018, 7,883 EMPLOYEES PARTICIPATED IN DISCRIMINATION PREVENTION TRAINING. EMPLOYEE ASSISTANCE PROGRAM (EAP) - A SIX-HOUR TRAINING PROGRAM PROVIDED TO NEWLY APPOINTED EAP REPRESENTATIVES SERVING EMPLOYEES. THE PURPOSE OF THE TRAINING IS TO INFORM AND EDUCATE NEWLY APPOINTED UAW EAP REPRESENTATIVES OF THE RESPONSIBILITIES AND DUTIES OF THEIR POSITION. AS A PART OF THE TRAINING, AN EAP REFERENCE MANUAL IS PROVIDED. THIS MANUAL CONTAINS PERTINENT POLICIES AND PROCEDURES RELATED TO THE ORGANIZATION'S EAP PROGRAM, ALONG WITH TRAINING ON THE OPERATION OF THE EAP DATABASE. IN 2018, 4 EAP REPRESENTATIVES PARTICIPATED IN EAP SPECIALIST TRAINING. IN ADDITION, 4,563 NEW HIRES WERE TRAINED ON THE EAP PROGRAM AND APPLICABLE SERVICES AVAILABLE TO THEM DURING NEW HIRE ORIENTATION SESSIONS. THIS TRAINING IS APPROXIMATELY 40 MINUTES. WORKPLACE VIOLENCE PREVENTION (WPVP) - A ONE-HOUR TRAINING PROGRAM PROVIDED FOR FCA EMPLOYEES REPRESENTED BY UAW IN ALL U.S. LABOR MARKETS THAT INCLUDES AWARENESS, METHODS AND TECHNIQUE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPDATES TO OSHA HEALTH AND SAFETY ('H&S') REQUIREMENTS, NEW OR PROPOSED CHANGES TO FCA H&S POLICIES/PROCEDURES, WORLD CLASS MANUFACTURING SAFETY PILLAR TOPICS, BEST PRACTICE SHARING, ERGONOMICS, INJURY REDUCTION, UAW-CHRYSLER FERRIS STATE UNIVERSITY H&S CERTIFICATION, AS WELL AS TRENDS IN H&S. THE TRAINING IS PROVIDED TO ALL PLANT UAW H&S REPRESENTATIVES, UAW SKILLED TRADES TRAINERS, UAW ERGONOMIC ANALYSTS, FCA H&S MANAGEMENT PROFESSIONALS, MEDICAL STAFF AND SELECT ENGINEERING STAFF. H&S IS A CENTRAL COMPONENT OF THE ORGANIZATION'S COMMITMENT TO PROVIDE A SAFE WORK ENVIRONMENT. THE ORGANIZATION TRAINED 3,063 EMPLOYEES IN CALENDAR YEAR 2018. PAID EDUCATION LEAVE (PEL) - DEVELOPED IN 2015, THIS FOUR-DAY TRAINING PROGRAM IS OFFERED THROUGHOUT FCA U.S. LOCATIONS. THE PEL TRAINING PROGRAM UTILIZES INDUSTRY EXPERTS AND UNIVERSITY ANALYSTS TO EXAMINE AND DISCUSS THE ECONOMIC, TECHNOLOGICAL AND POLITICAL FORCES INFLUENCING THE FUTURE OF THE WORLDWIDE AUTOMOBILE INDUSTRY, ALONG WITH A REVIEW OF FCA'S CURRENT BUSINESS. IN CALENDAR YEAR 2018, 234 EMPLOYEES PARTICIPATED IN THIS PROGRAM. WORLD CLASS MANUFACTURING (WCM) LAB - THE WCM CENTRAL TEAM IS RESPONSIBLE FOR THE DEVELOPMENT OF KNOW-HOW TO RUN THE BUSINESS USING THE 10 TECHNICAL PILLARS AND 10 MANAGERIAL PILLARS OF THE WORLD CLASS MANUFACTURING SYSTEM. THE WCMA OFFERS OVER 70 DIFFERENT COURSES, LAB SIMULATIONS AND IN-PLANT WORKSHOPS THAT ARE STRUCTURED TO PROVIDE PARTICIPANTS WITH A HANDS-ON APPROACH TO LEARNING, USING PIONEERING MANUFACTURING PROCESSES AND EDUCATION. THE WCM TEAM TRAINED 2,399 FCA EMPLOYEES IN WORLD CLASS MANUFACTURING METHODS IN CALENDAR YEAR 2018. WCM MOBILE UNIT - THE WCM MOBILE UNIT WAS DEVELOPED IN 2013 THROUGH THE NECESSITY OF QUICKLY SPREADING THE BASIC KNOWLEDGE OF WCMA MANUFACTURING SYSTEMS TO OPERATORS AND MAINTENANCE PERSONNEL IN THE PLANTS. THE MOBILE UNIT TRAVELS FROM THE NTC/WCMA TO EACH PLANT, OFFERING AN OPPORTUNITY FOR TEAM MEMBERS TO LEAVE THE SHOP FLOOR AND ENTER A WORLD OF LEARNING WITHIN A STATE-OF-THE-ART CLASSROOM TRAILER. ALL TRAINING RECORDS ARE MAINTAINED THROUGH THE FCA CORPORATE LEARNING CENTER SYSTEM. TRAINING WAS PROVIDED TO 1,157 EMPLOYEES IN CALENDAR YEAR 2018. WCM TECHNICAL MOBILE UNIT - IN 2015, THE TECHNICAL MOBILE UNIT WAS ADDED TO FOCUS ON IMPROVING OUR MANUFACTURING FACILITIES MAINTENANCE KNOWLEDGE BY APPLYING WCM METHODS ALONGSIDE OF FLOOR TECHNOLOGIES. THIS MOBILE UNIT ALSO TRAVELS FROM THE NTC/WCMA TO EACH PLANT, OFFERING AN OPPORTUNITY FOR TEAM MEMBERS TO LEAVE THE SHOP FLOOR AND ENTER A WORLD OF LEARNING WITHIN A STATE-OF-THE-ART CLASSROOM TRAILER. TRAINING WAS NOT PROVIDED IN CALENDAR YEAR 2018. WCM PLANT ACADEMY - IN 2016 A NEW APPROACH TO TRAINING IN THE PLANTS WAS DEVELOPED AND SUPPORTED BY THE WCMA WITH STANDARD WCM MODULES, A TRAIN-THE-TRAINER WORKSHOP AND ON-GOING COACHING TO SPREAD BASIC WCM CONCEPTS. EACH PLANT CASCADES KNOWLEDGE FROM THEIR SPECIALISTS TO THE SHOP FLOOR. TRAINING INVOLVES SHORT MODULES FOLLOWED BY APPLICATION OF THE BASIC TOOLS DIRECTLY TO THEIR WORK AREA. IN 2018, 1,986 EMPLOYEES WERE TRAINED THROUGH THE WCMA PLANT ACADEMY. ALL TRAINING RECORDS ARE MAINTAINED THROUGH THE FCA CORPORATE LEARNING CENTER SYSTEM. WCM ACADEMY - KOKOMO CENTER - WITH A SIMILAR APPROACH TO THE WCMA IN WARREN, THE KOKOMO CENTER WAS CREATED IN 2016 AND IS RESPONSIBLE FOR THE DELIVERY OF KNOW-HOW OF THE WCM METHODOLOGY AND CHANGE MANAGEMENT SYSTEM, OFFERING COURSES WITH A FOCUS ON POWERTRAIN SPECIFIC CONCEPTS AND EXAMPLES. WORKSHOPS, WCM COURSES AND TECHNICAL TRAINING ARE CONDUCTED FROM TWO LOCATIONS IN INDIANA. IN 2018, 507 EMPLOYEES PARTICIPATED IN THESE SESSIONS. WCMA INNOVATION WORKSHOP & EVENTS - THE WCMA OFFERS WORKSHOPS AND EVENTS TO INTERNAL GROUPS AS WELL AS SELECT EXTERNAL ORGANIZATIONS (INCLUDING OTHER OEM'S FROM ALL OVER THE WORLD) TO GIVE THEM AN UNDERSTANDING OF HOW THE WCMA APPROACHES TRAINING IN A FUN AND HANDS-ON WAY. INNOVATION EVENTS AND WORKSHOPS ARE A WAY FOR ANY TEAM TO COME IN WITH A COMMON PROBLEM AND O
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE UAW AND FCA EACH APPOINT THE SAME NUMBER OF INDIVIDUALS TO THE BOARD OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ONCE THE FORM 990 IS PREPARED BY THE ORGANIZATION, WITH ASSISTANCE FROM THE EXTERNAL TAX ACCOUNTING FIRM, THE FORM AND ALL APPLICABLE SCHEDULES ARE PROVIDED TO THE ASSISTANT TREASURER FOR REVIEW WITH THE EXTERNAL ACCOUNTING FIRM. AFTER THE ASSISTANT TREASURER HAS COMPLETED THEIR REVIEW, THE FORM AND ALL APPLICABLE SCHEDULES ARE FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS SUBJECT TO PUBLIC INSPECTION ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7JEFFREY SHROCK - 8000 E. JEFFERSON AVENUE, DETROIT, MI 48214 FORM 990, PART VI, SECTION B, LINE 12C: THE CONFLICT OF INTEREST POLICY COVERS DIRECTORS, OFFICERS OR OTHER PERSONS WITH POWERS DELEGATED TO THEM BY THE ORGANIZATION'S BOARD OF DIRECTORS (THE "BOARD") WHO HAVE A DIRECT OR INDIRECT FINANCIAL INTEREST ("INTERESTED PERSONS"). "FINANCIAL INTEREST" IS DEFINED IN THE POLICY. AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF A FINANCIAL INTEREST AND ALL MATERIAL FACTS TO THE BOARD. IF THE BOARD DETERMINES A CONFLICT OF INTEREST EXISTS THE BOARD SHALL NOT ENTER INTO THE PROPOSED TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8WHERE 0.00 IS LISTED THE HOURS PER WEEK OF THE INDIVIDUAL VARIED THROUGHOUT THE YEAR. FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (D): COMPENSATION IS FOR CALENDAR YEAR 2018. FORM 990, PART VII, SECTION B, LINE 1: AMOUNTS PAID BY THE ORGANIZATION TO THE UAW AND FCA ARE FOR THE SERVICES OF UAW AND FCA EMPLOYEES PERFORMED TO ADVANCE THE MISSION OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, BOX F:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART III, LINES 4A - 4C, PROGRAM SERVICE ACCOMPLISHMENTS:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3HEALTH, SAFETY AND ERGONOMICS TRAINING - TRAINING INCLUDES AN OVERVIEW AND
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION A, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART VII, SECTION A, LINE 1A:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt031256135
IRS990/TotalAssetsEOYAmt032421450
IRS990/TotalAssetsGrp/BOYAmt031256135
IRS990/TotalAssetsGrp/EOYAmt032421450
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt046

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.6$15.7$18.0$26.5$21.9$4.57
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.6$7.31$13.3$10.1$15.3$5.23
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.2$5.75$15.5$11.7$15.4$3.70
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.2$6.63$17.6$16.8$17.4$0.65
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.6$10.2$13.4$17.2$18.0$0.82
2019Detailed filing. Detailed filing data is available for this year.$32.4$10.6$21.8$25.5$26.5$1.02
2018Summary only. Only limited summary data is available for this year.$31.3$8.46$22.8$25.0$22.5$2.52
2017Summary only. Only limited summary data is available for this year.$29.3$9.06$20.3$28.5$28.2$0.34
2016Summary only. Only limited summary data is available for this year.$34.0$14.1$19.9$30.7$31.3$0.65
2015Summary only. Only limited summary data is available for this year.$29.8$9.28$20.6$34.0$34.2$0.24
2014Summary only. Only limited summary data is available for this year.$59.0$1.02$58.0$46.7$28.9$17.8
2013Summary only. Only limited summary data is available for this year.$44.0$3.81$40.2$36.4$30.6$5.80
2012Summary only. Only limited summary data is available for this year.$36.0$1.28$34.7$31.7$28.3$3.37
2011Summary only. Only limited summary data is available for this year.$76.7$2.81$73.9$24.9$23.0$1.85