University Professional and Technical Employees Cwa Local 9119

“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.”

“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.”

“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.”

“There is no committee to act on behalf of the executive board.”

“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.”

“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.”

“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.”

“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.”

“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, 2021, have been reported on part ix line 5. The amounts reimbursed to the uc during the 2020 calendar year have been included on part vii column d. In august 2019, the local received an invoice from the university of california which included $557,065 billed for compensation for jamie mcdole on behalf of the local, from march 1, 2013 through june 29, 2019. During the year ended june 30, 2020, the local paid $247,585, which is included in part ix line 5.”

“The organization uses the modified cash basis of accounting.”

“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.”