2019-05-09T20:25:06-05:00 2018-06-30 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2017-07-01 526044136 THE BALTIMORE TEACHERS UNION LOCAL 340 BALT 4103586600 5800 METRO DRIVE BALTIMORE MD 212153209 MARIETTA A ENGLISH PRESIDENT 4103586600 2019-05-09 1 SCOTT E HALLBERG CPA P01081188 2023319880 38.100.43.100 2019-05-09 21:24:24 ED P 883CF1A9781ABDA3268701484D9C94428E8D752B 099BB351ED5C43DB8E4A0DD96B056B1430213725 2017 2019-02-21 02:37:17Z MARIETTA A ENGLISH 5800 METRO DRIVE BALTIMORE MD 212153209 6971354 0 X WWW.BALTIMORETEACHERS.ORG X 1954 MD LABOR ORGANIZATION EXEMPT UNDER IRC SECTION 501(C)(5) 48 47 25 0 0 0 0 110000 6793634 6553794 -50795 6487 261521 301073 7004360 6971354 0 0 0 0 2267506 2315243 0 0 0 4971803 5050077 7239309 7365320 -234949 -393966 9540004 9322002 8406457 7366991 1133547 1955011 SEE SCHEDULE O FOR DETAILS. 0 0 LABOR UNION ADVOCATING THE INTERESTS OF TEACHERS, PARAPROFESSIONALS AND SCHOOL RELATED PERSONNEL IN BALTIMORE CITY'S PUBLIC SCHOOLS. 0 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 27 0 1 25 1 0 0 0 0 1 1 0 X 48 47 1 0 0 0 1 1 0 1 0 0 0 0 1 1 1 1 1 0 0 0 X MARIETTA A ENGLISH PRESIDENT 4103586600 5800 METRO DRIVE 2ND FLOOR BALTIMORE MD 212153209 ANGELA MITCHELL-BUTLER SPECIAL SERVICES VP 2.00 X X 0 0 0 RAYMOND ENGLISH MEMBER AT LARGE 2.00 X X 0 0 0 ROGIE LEGASPI MIDDLE SCHOOL VP 2.00 X X 0 0 0 WANDA THOMPSON MEMBER AT LARGE 2.00 X X 0 0 0 PAMELA WILSON MEMBER AT LARGE 2.00 X X 0 0 0 TERRY HARPER PSRP CHAPTER SECRETARY 2.00 X X 0 0 0 CARLA MCCOY VOCATIONAL VP 2.00 X X 0 0 0 ROSALIND STEWART VOCATIONAL VP 2.00 X X 0 0 0 CYNTHIA BRUCE SPECIAL SERVICES VP 2.00 X X 0 0 0 GLORIA FOSTER-WILLIAMS SPECIAL SERVICES VP 2.00 X X 0 0 0 AVA PARRAN SPECIAL SERVICES VP 2.00 X X 0 0 0 IRENE BOOZE SPECIAL SERVICES VP 2.00 X X 0 0 0 INEZ CHAMBERS SPECIAL SERVICES VP 2.00 X X 0 0 0 SHERRI HARRIS GIBBS SPECIAL SERVICES VP 2.00 X X 0 0 0 MARIETTA ENGLISH PRESIDENT 45.00 X X 180932 0 58736 SITA CHAITRAM HIGH SCHOOL VP 2.00 X X 0 0 0 LAKEISHA PURNELL HIGH SCHOOL VP 2.00 X X 0 0 0 COREY DEBNAM MIDDLE SCHOOL VP 2.00 X X 0 0 0 YVETTE TURNER MIDDLE SCHOOL VP 2.00 X X 0 0 0 THERESA BAILEY-GWYNN MIDDLE SCHOOL VP 2.00 X X 0 0 0 LURITA JOHNSON ELEMENTARY SCHOOL VP 2.00 X X 0 0 0 SUSAN IRELAND ELEMENTARY SCHOOL VP 2.00 X X 0 0 0 CAROLYN JONES ELEMENTARY SCHOOL VP 2.00 X X 0 0 0 SARAH MARTIN ELEMENTARY SCHOOL VP 2.00 X X 0 0 0 BRANDI BOONE-WEST ELEMENTARY SCHOOL VP 2.00 X X 0 0 0 DARLENE RANDALL-BROWN ELEMENTARY SCHOOL VP 2.00 X X 0 0 0 KEVIN MEDLEY ELEMENTARY SCHOOL VP 2.00 X X 0 0 0 KENYA CAMPBELL TEACHER CHAPTER CHAIR 2.00 X X 0 0 0 LABRINA HOPKINS TEACHER CHAPTER VICE CHAIR 2.00 X X 0 0 0 PAT CHILDS TEACHER CHAPTER SECRETARY 2.00 X X 0 0 0 JAMES BLANCHARD TEACHER CHAPTER TREASURER 2.00 X X 900 0 0 SANDRA DAVIS PSRP CHAPTER CHAIR 2.00 X X 0 0 0 SHAWN MCKAY PSRP CHAPTER VICE CHAIR 2.00 X X 0 0 0 PATRICIA KELLER ELEMENTARY SCHOOL VP 2.00 X X 0 0 0 MARY FISHER PSRP CHAPTER SECRETARY 2.00 X X 0 0 0 DEBORAH CROCKETT PSRP CHAPTER TREASURER 2.00 X X 900 0 0 GERALDA THOMPSON ELEMENTARY SCHOOL VP 2.00 X X 0 0 0 LINDA STEWARD MIDDLE SCHOOL VP 2.00 X X 0 0 0 BERNARD BARBER PSRP CHAPTER MEMBER AT LARGE 2.00 X X 0 0 0 CELIA ELLIOT MEMBER AT LARGE 2.00 X X 0 0 0 ARYAH FRADKIN MEMBER AT LARGE 2.00 X X 0 0 0 KATRINA KICKBUSH ELEMENTARY SCHOOL VP 2.00 X X 0 0 0 ANGELA MITCHELL-BUTLER MEMBER AT LARGE 2.00 X X 0 0 0 TIFFANIE MURRAY ELEMENTARY SCHOOL VP 2.00 X X 0 0 0 LENA FUGETT POLITE MEMBER AT LARGE 2.00 X X 0 0 0 HARRY PRESTON VOCATIONAL VP 2.00 X X 0 0 0 KRISTEN ROBINSON MEMBER AT LARGE 2.00 X X 0 0 0 JUANITA WARE VOCATIONAL VP 2.00 X X 0 0 0 JOHN CASEY FIELD STAFF 40.00 X 120026 0 32942 PEGGY GLADDEN FIELD STAFF 40.00 X 125691 0 33815 CONNIE GOODLY FIELD STAFF 40.00 X 136092 0 39566 GEORGE HENDRICKS FIELD STAFF 40.00 X 119426 0 40623 NEIL ROSS FIELD STAFF 40.00 X 120027 0 47468 CHANDRA CARRIERE FIELD STAFF 40.00 X 117327 0 31997 921321 0 285147 8 0 1 0 THE WHITING-TURNER CONTRACTING COMPANY 300 EAST JOPPA ROAD 8TH FLOOR BALTIMORE MD 21286 CONSTRUCTION COMPANY 1214741 KAHN SMITH & COLLINS PA 201 NORTH CHARLES STREET BALTIMORE MD 21201 LEGAL SERVICES 413006 2 110000 110000 MEMBERSHIP DUES 900099 6431548 6431548 SPONSORSHIPS - MEETING 900099 53650 53650 REGISTRATION FEES 900099 48796 48796 ASSISTANCE - AFT 900099 19800 19800 6553794 6487 6487 140496 0 140496 140496 140496 OTHER REVENUE 900099 87927 87927 LEGAL SETTLEMENT 900099 72650 72650 160577 6971354 6660721 0 200633 173915 1448757 210515 430249 51807 409821 69000 52637 105937 283637 226180 47165 630292 137835 2586471 195167 POST RETIREMENT BENEFIT 133142 COLLECTIVE BARGAINING 81757 ELECTIONS 45573 OTHER 45463 7365320 3440044 3160669 361440 361971 46087 333343 154528 16820 5955749 1396329 4680002 4559420 86149 93985 503974 519094 267780 276700 9540004 9322002 1121690 1357902 1110930 1070262 3103285 2993578 3070552 1945249 8406457 7366991 X 1133547 1947335 7676 1133547 1955011 9540004 9322002 X -393966 18026 1197404 X X 0 1 X 1 0 1 0 0 33241 33241 5444670 1244289 4200381 477838 152040 325798 4559420 ANNUITY CONTRACT 519094 F 519094 DEFERRED COMPENSATION 261122 POSTRETIREMENT BENEFIT OBLIGATION 1511386 DEFERRED RENT LIABILITY 172741 1945249 X 6989380 18026 18026 6971354 0 6971354 7365320 0 7365320 0 7365320 PART X, LINE 2: THE UNION ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE UNION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED JUNE 30, 2018, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF JUNE 30, 2017, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2014 THROUGH 2016 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE UNION FILES RETURNS. X 1 1 X 0 0 0 MARIETTA ENGLISH PRESIDENT 180932 0 0 0 0 0 26300 0 8218 24218 215450 24218 0 0 JOHN CASEY FIELD STAFF 120026 0 0 0 0 0 17133 0 2698 13111 139857 13111 0 0 PEGGY GLADDEN FIELD STAFF 125691 0 0 0 0 0 17982 0 2722 13111 146395 13111 0 0 CONNIE GOODLY FIELD STAFF 136092 0 0 0 0 0 19281 0 7378 12907 162751 12907 0 0 GEORGE HENDRICKS FIELD STAFF 119426 0 0 0 0 0 17224 0 1822 21577 138472 21577 0 0 NEIL ROSS FIELD STAFF 120027 0 0 0 0 0 17134 0 4413 25921 141574 25921 0 0 PART I, LINE 1A THE OFFICERS RECEIVE FIRST CLASS TRAVEL ONLY WHEN COACH AND FIRST-CLASS RATE ARE COMPARABLE. AFT MD MARIETTA ENGLISH IS PRESIDENT OF BOTH BTU AND AFT MD. 140496 AFT MD LEASES SPACE FROM BTU 0 FORM 990, PART VI, SECTION A, LINE 2 THE PRESIDENT OF THE UNION, MARIETTA ENGLISH AND MEMBER-AT-LARGE RAYMOND ENGLISH, ARE RELATED. FORM 990, PART VI, SECTION A, LINE 6 WITH THE CONSTITUTIONAL CHANGE IN 2010, THE DUES RATE IS BASED ON THE FULL DUES, MODIFIED AND MINIMAL DUES RATES. WITH CONSTITUTIONAL CHANGE, THE BTU NOW HAS TWO CHAPTERS AND ONLY ONE PRESIDENT. THERE WERE ONCE TWO PRESIDENTS. BY STATE LAW THE UNION WAS GIVEN AN ADDITIONAL UNIT TO REPRESENT -- SCHOOL RELATED PERSONNEL. THE PARAPROFESSIONAL CHAPTER IS NOW THE "PARAPROFESSIONAL AND SCHOOL RELATED PERSONNEL." FORM 990, PART VI, SECTION A, LINE 7A ACTIVE CHAPTER MEMBERS ELECT THE EXECUTIVE BOARD MEMBERS OF EACH CHAPTER IN MAY OF EVERY THIRD YEAR. VOTING IS CONDUCTED BY SECRET BALLOT AMONG THE MEMBERS OF EACH CHAPTER IN GOOD STANDING. FORM 990, PART VI, SECTION A, LINE 8B COMMITTEES CANNOT ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DRAFTED THROUGH A COLLABORATIVE EFFORT OF THE ORGANIZATION'S OUTSIDE AUDIT FIRM AND IN-HOUSE FINANCIAL AND LEGAL PROFESSIONALS. THE FORM IS THEN FINALIZED AND SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C EACH ELECTED OFFICER, STAFF MEMBER OR BTU EMPLOYEE IS REQUIRED TO ANNUALLY (1) REVIEW A COPY OF THE POLICY AND TO ACKNOWLEDGE IN WRITING THAT HE OR SHE HAS DONE SO; (2) COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES IN WHICH HE OR SHE BELIEVES COULD CONTRIBUTE TO A CONFLICT OF INTEREST ARISING. FORM 990, PART VI, SECTION C, LINE 19 BTU'S FORM 990 IS AVAILABLE, AS REQUIRED BY LAW, UPON REQUEST. BTU'S GOVERNING DOCUMENTS ALONG WITH AUDITED FINANCIAL STATEMENTS ARE PUBLICLY AVAILABLE. FORM 990, PART XI, LINE 9: PENSION RELATED CHANGES OTHER THEN NET PERIODIC PENSION COST 1,197,404. FORM 990, PART XII, LINE 2C THE EXECUTIVE BOARD IS RESPONSIBLE FOR SELECTION OF THE AUDITOR AND OVERSIGHT OF THE AUDIT AND FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION B, LINE 15 AS STATED IN THE BTU CONSTITUTION, THE EXECUTIVE BOARD SHALL SET AND ARRANGE FOR THE PAYMENT OF SALARIES AND EXPENSES OF EMPLOYEES AND OFFICERS. FORM 990, PART III, LINE 1 THE MISSION OF THE BALTIMORE TEACHERS UNION, LOCAL 340, IS TO PROMOTE THE BEST INTERESTS OF PUBLIC SCHOOLS OF BALTIMORE CITY; TO ADVANCE THE STANDARDS OF THE TEACHING PROFESSION; TO INSURE THAT EVERY STUDENT IS GUARANTEED A PROGRAM OF QUALITY EDUCATION; TO PROMOTE THE WELFARE OF ITS MEMBERS, TO PROMOTE THE AIMS AND OBJECTIVES OF THE AMERICAN FEDERATION OF TEACHERS TO EXPOSE AND FIGHT ALL FORMS OF RACISM AND DISCRIMINATION; TO ORGANIZE ALL PERSONNEL ENGAGED IN EDUCATION INTO ONE UNITED ORGANIZATION; AND TO ENGAGE IN COLLECTIVE BARGAINING, CULTURAL, CIVIC, LEGISLATIVE, POLITICAL, FRATERNAL, EDUCATIONAL, CHARITABLE, WELFARE, SOCIAL, AND OTHER ACTIVITIES WHICH THE INTEREST OF THE UNION AND ITS MEMBERSHIP.