District 10 LM-3, LM-4, 990, 990-N and 990-EZ Workshop: Pittsburgh

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A series of regional workshops have been scheduled by the USW International Auditors for the preparation and filing of LM-3, LM-4, 990, 990-N, and 990-EZ forms.

If you are an LM-2 filer (annual receipts greater than $250,000 and any Locals who were on strike in 2022), you will be notified at a later date for your seminar.

ALL Locals will be required to file their LM reports electronically. 

Due to changes in these forms, we strongly urge all Locals to send at least one representative (Financial Secretary) to one of these seminars. If your Local was cancelled/merged, it is still your responsibility to file these terminal reports.

If you are the Financial Secretary of an amalgamated Local and you had units amalgamated into the parent Local, it is the responsibility of the parent Local to make sure all of the terminal reports have been filed. 

DATE: Wed., Feb. 15, 2023
TIME: Registration will be at 8:30 AM and the workshops will begin at 9:00 AM.  Lunch will be provided.
LOCATION: USW International Headquarters, 60 Boulevard of the Allies, Floor 2, Pittsburgh, PA 15222
COST: THERE IS NO FEE FOR THIS SEMINAR

Click here to download the registration form.

Completed registration forms should be received at the North Versailles office no later than Tuesday, January 31, 2023.

Local Unions will be responsible for any lost time, travel, and/or expenses, and room reservations for overnight stays, if necessary.

LIST OF REQUIRED MATERIALS TO BRING TO LM REVIEW

  1. FINANCIAL SECRETARY’S CASHBOOK – HARD COPIES
  2. TREASURER’S CASHBOOK
  3. ALL BANK STATEMENTS FOR THE YEAR 2022 – ALL ACCOUNTS
  4. ALL INTEREST STATEMENTS CHECKING, CD’S MONEY MARKETS (IF APPLICABLE)
  5. IF LOCAL UNION MAINTAINS SEPARATE BANK ACCOUNTS FROM THEIR REGULAR CHECKING ACCOUNT, THESE MUST ALSO BE AVAILABLE
  6. W-2’S AND W-3 FOR THE YEAR 2022
  7. FORMS 431 (INDIVIDUAL EARNINGS RECORDS, YELLOW SHEETS) FOR THE YEAR 2022
  8. TAX RECORDS (IRS FORM 941/944, STATE TAX, STATE UNEMPLOYMENT TAX)
  9. FORM AR251 (ANNUAL REPORT) FOR THE YEAR 2022 – HARD COPY
    ***MUST BE COMPLETED AND BALANCED PRIOR TO LM REVIEW SESSION***
  10. ITEM 24 ON THE LM-3, “ALL OFFICERS AND DISBURSEMENTS TO OFFICERS”
    ***MUST BE COMPLETED PRIOR TO THE LM REVIEW SESSION***
  11. COPY OF PREVIOUS YEAR’S LM FORM
  12. THE PIN NUMBER ISSUED BY THE DEPARTMENT OF LABOR FOR FILING ELECTRONICALLY – IF OBTAINED BY LOCAL PRIOR TO REVIEW
  13. USER ID’S AND PASSWORDS FOR PRESIDENT AND TREASURER FOR ATTACHING ELECTRONIC SIGNATURES TO LM FORM – IF OBTAINED PRIOR TO REVIEW