2026-05-13T16:03:15-05:00 2025-06-30 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON RD STE 400 SAN RAMON CA 94583 990 2024-07-01 943124274 UNIVERSITY PROFESSIONAL AND TECHNICAL EMPLOYEES CWA LOCAL 9119 % AMY FLETCHER UNIV 5107048783 PO BOX 4443 BERKELEY CA 94704 Amy Fletcher TREASURER 5107048783 2026-05-15 true true JASMINE S BAKER P01452246 9252779100 2024 2025-03-06 01:10:19Z Amy Fletcher PO BOX 4443 BERKELEY CA 94704 14386522 false X www.upte.org X 1990 CA A LABOR UNION FOR THE BETTERMENT AND ADVANCEMENT OF ITS MEMBERS 21 19 69 0 0 0 0 1100 11078981 14172246 274665 130581 60471 82595 11414117 14386522 19500 3500 0 0 4299394 6955305 0 0 0 6535364 9983636 10854258 16942441 559859 -2555919 9320686 6816359 77930 129522 9242756 6686837 X 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 false false true false false false false false false false false false false false false false false true 34 0 true 69 true false false false false false false false false X 21 19 false false false false true true false true false false true true false true true true false true true true false CA X X AMY FLETCHER 5107048783 2855 TELEGRAPH AVENUE SUITE 310 BERKELEY CA 94704 X Matthew Stephen Secretary 6.0 0.0 X X 220386 0 0 Matias Campos Exec. Vice President 8.0 0.0 X X 214205 0 0 Paul Waters-Smith Executive Director 40.0 0.0 X X 179249 0 0 Andrew Baker Communication Director 40.0 0.0 X 143827 0 0 Lisa Cody Research Director 40.0 0.0 X 136986 0 0 Kiernan Colby Northern Regional Director 40.0 0.0 X 136085 0 0 Ursula Quinn Vice President 8.0 0.0 X X 133514 0 0 Matthew Mason SCTD 40.0 0.0 X 127305 0 0 Flora Lloyd Organizer 40.0 0.0 X 125391 0 0 Dan Russell President 40.0 0.0 X X 104706 0 0 Amy Fletcher Treasurer 8.0 0.0 X X 99703 0 0 Samantha Brookshire EXECUTIVE BOARD - EFF. 12/2024 4.0 0.0 X 2800 0 0 Carole Netter EXECUTIVE BOARD 1.0 0.0 X X 0 0 0 Toni Ward EXECUTIVE BOARD 6.0 0.0 X 0 0 0 Max Belasco EXECUTIVE BOARD 12.0 0.0 X 0 0 0 Amelia Cutten EXECUTIVE BOARD 5.0 0.0 X 0 0 0 Angie Bryan EXECUTIVE BOARD - TERM. 4/2025 1.0 0.0 X 0 0 0 Alton Carswell EXECUTIVE BOARD 5.0 0.0 X 0 0 0 Jamie McDole EXECUTIVE BOARD 1.0 0.0 X 0 0 0 Eugene Burbige EXECUTIVE BOARD 2.0 0.0 X 0 0 0 Niousha Nader EXECUTIVE BOARD - EFF. 12/2024 1.0 0.0 X 0 0 0 Cheyenne Dean EXECUTIVE BOARD 5.0 0.0 X 0 0 0 Shawn Singh EXECUTIVE BOARD 6.0 0.0 X 0 0 0 Sarah Pinka-Majchrowski EXECUTIVE BOARD 5.0 0.0 X 0 0 0 Lalaine Rojo EXECUTIVE BOARD - EFF. 12/2023 7.0 0.0 X 0 0 0 Lea Bishop EXECUTIVE BOARD 6.0 0.0 X 0 0 0 Samantha Warsh EXECUTIVE BOARD 5.0 0.0 X 0 0 0 Esther Magana Buie EXECUTIVE BOARD 1.0 0.0 X 0 0 0 Emily Collins EXECUTIVE BOARD - EFF. 12/2024 2.0 0.0 X 0 0 0 Daniel Thompson EXECUTIVE BOARD 5.0 0.0 X 0 0 0 Cindy Rojas EXECUTIVE BOARD -TERM. 10/2025 1.0 0.0 X 0 0 0 Thor Swift EXECUTIVE BOARD 4.0 0.0 X 0 0 0 Jim Huynh EXECUTIVE BOARD - EFF. 12/2024 5.0 0.0 X 0 0 0 1624157 0 0 19 false true false Leonard Carder LLP 1330 broadway Suite 1450 OAKLAND CA 94612 Legal Services 1576214 ALLIANCE GRAPHICS 1101 8TH ST SUITE 100 BERKELEY CA 94710 PRINTING 241982 EISNER DICTOR LAMADRID PC 39 BROADWAY SUITE 1540 NEW YORK CITY NY 10006 LEGAL 144084 WITHUMSMITHBROWN PC PO BOX 5340 PRINCETON NJ 08543 ACCOUNTING 131731 SAN DIEGO MISSION BAY RESORT 1775 EAST MISSION BAY DRIVE SAN DIEGO CA 92109 MEETING & CONFERENCE 119463 5 1100 1100 DUES AND AGENCY FEES 900099 13656116 13656116 REIMBURSEMENTS FROM CW 900099 516130 516130 14172246 130581 130581 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STRIKE FUND INCOME 900099 57610 57610 ARBITRATION INCOME 900099 23061 23061 MISC REVENUE 900099 1924 1924 82595 14386522 14254841 0 130581 3500 0 0 0 596210 0 4997412 422833 526058 412792 0 989875 60976 0 0 0 131335 32794 108627 249871 0 328608 1329590 0 329971 0 4132845 0 54596 STRIKE EXPENSES 1799197 TRAINING EXPENSES 213379 ORGANIZING EXPENSES 220010 MISCELLANEOUS EXPENSE 1962 16942441 1106023 4284456 8188562 2505802 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 9320686 6816359 77930 129522 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 77930 129522 X 9242756 6686837 0 0 9242756 6686837 9320686 6816359 -2555919 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, 2025, 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. false false false Matias Campos Exec. Vice President 214205 0 0 0 0 0 0 0 0 0 214205 0 0 0 Matthew Stephen Secretary 220386 0 0 0 0 0 0 0 0 0 220386 0 0 0 Paul Waters-Smith Executive Director 179249 0 0 0 0 0 0 0 0 0 179249 0 0 0 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 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, 2025, HAVE BEEN REPORTED ON PART IX LINE 5. THE AMOUNTS REIMBURSED TO THE UC DURING THE 2024 CALENDAR YEAR HAVE BEEN INCLUDED ON PART VII COLUMN D. 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.