US. Department of Labor Employment Standards Administration
Office of Labor-Management Standards
Milwaukee District Office
310 West Wisconsin Avenue, Suite 1160
Milwaukee, WI 53203
(414) 297-1501 Fax: (414) 297-1685
June 26, 2008
Mr. Perry Graves, President
Auto Workers Local 578
2920 Oregon Street
Oshkosh, WI 54901
LM File Number: 040-475
Case Number: -
Dear Mr. Graves:
This office has recently completed an audit of Auto Workers Local 578 under the
Compliance Audit Program (CAP) to determine your organization's compliance with
the provisions of the Labor-Management Reporting and Disclosure Act of 1959
(LMRDA). As discussed during the exit interview with you and International
Representative Jay Kopplin on the above date, the following problems were disclosed
during the CAP. The matters listed below are not an exhaustive list of all possible
problem areas since the audit conducted was limited in scope.
Recordkeeping Violations
Title II of the LMRDA establishes certain reporting and recordkeeping requirements. Section 206 requires, among other things, that labor organizations maintain adequate records for at least five years by which each receipt and disbursement of funds, as well as all account balances, can be verified, explained, and clarified. As a general rule, labor organizations must maintain all records used or received in the course of union business.
For disbursements, this includes not only original bills, invoices, receipts, vouchers, and applicable resolutions, but also documentation showing the nature of the union business requiring the disbursement, the goods or services received, and the identity of the recipient(s) of the goods or services. In most instances, this documentation requirement can be satisfied with a sufficiently descriptive expense receipt or invoice. If an expense receipt is not sufficiently descriptive, a union officer or employee should write a note on it providing the additional information. For money it receives, the labor organization must keep at least one record showing the date, amount, purpose, and source of that money. The labor organization must also retain bank records for all accounts.
The audit of Local 578's 2007 records revealed the following recordkeeping violations:
1. General Reimbursed and Credit Card Expenses
Local 578 did not retain adequate documentation for reimbursed expenses and
credit card expenses incurred by Local 578 officers and employees totaling at least
$3,279.84. For example, Local 578 obtained a vendor credit card for Mills Fleet
Farm to purchase supplies. During the audit year, Local 578 incurred $705.63 in
expenses for which no supporting documentation was retained. Credit card
statements alone are not sufficient to fulfill the recordkeeping requirement.
As noted above, labor organizations must retain original receipts, bills, and
vouchers for all disbursements. The president and treasurer (or corresponding
principal officers), who are required to sign your union's LM report, are
responsible for properly maintaining union records.
2. Picnic Expenses
Adequate documentation was not retained for some disbursements related to
activities and social functions. For example, member Gary Laabs was reimbursed
for picnic expenses incurred on his personal credit card totaling $1,093.68. Mr.
Laabs' expenses included food and refreshments from such vendors as Festival
Foods, Aldi, and Brandon's Meats. The original documentation provided by the
vendors was not retained. The only documentation retained was a handwritten
note submitted by Mr. Laabs. As previously mentioned, all original bills, invoices,
receipts, and vouchers related to union disbursements must be retained.
Based on your assurance that Local 578 will retain adequate documentation in the
future, OLMS will take no further enforcement action at this time regarding the above
violations.
Reporting- Violations
The audit disclosed a violation of LMRDA Section 201(b), which requires labor
organizations to file annual financial reports accurately disclosing their financial
condition and operations. The Labor Organization Annual Report (Form LM-2) filed by
Local 578 for fiscal year ending December 31,2007, was deficient in the following areas:
1. Officer Titles
Local 578 did not correctly identify some officers' titles in Column B (Title) of
Schedule 11 (All Officers and Disbursements to Officers). For example, Vice
President Nickie Nitschke's and Recording Secretary Karely Schwalbach's titles
were reported as "steward." While the officers may also hold the position of
steward, the title in Column B should reflect the elected and/or constitutional
position of the individual.
2. Stewards as Employees
Local 578 identified 21 individuals in Schedule 11 (All Officers and Disbursements
to Officers) as stewards. Unless they are officers, stewards who receive lost wages,
an allowance, or any other stipend are considered employees for LM reporting
purposes, and any payments to them should be included in the amount reported in
Schedule 12 (Disbursements to Employees). In accordance with the LM-2
instructions, the name and total payments to each employee who received more
than $10,000 in gross salaries, allowances, and other direct or indirect
disbursements must be reported in Schedule 12. The total of all gross salaries,
allowances, and other disbursements for all employees should be reported on Line
6 of Schedule 12 (Total Received by Employees making Less than $10,000).
3. Salaries Reported as Allowances
Local 578 did not correctly report salaries to officers totaling at least $13,020 in
Schedule 11, Column D (Gross Salary Disbursements). Local 578 records indicate
officers receive a monthly "officer expense." Article XII, Section 2 of Local 578's
bylaws states these expenses are "wages." Furthermore, you advised that this"officer expense" is to compensate the officers for the work that they do and is not
intended to be a reimbursement to them for any specific expenses. These payments
were erroneously reported in Schedule 11, Column F, but the payments should be
reported in Column D.
4. Failure to Itemize Disbursement
Local 578 did not properly report some "major" transactions in Schedules 15
through 19. A "major" transaction includes any individual transaction of $5,000 or
more or total transactions to any single entity or individual that aggregate to $5,000
or more during the reporting period and which the local cannot properly report
elsewhere in Statement B. The audit found that there were at least three major
transactions to Roberts Custom Software, Uptown Pizza, and Reimer Jewelers that
were not reported, were underreported, or incorrectly reported on the Itemization
Pages.
For example, Local 578 disbursed five checks to Roberts Custom Software totaling
$8,075. Since the payments to this vendor aggregate to $5,000 or more during the
reporting period, the payments to Roberts Custom Software should have been
reported on an itemization page for Schedule 18 (General Overhead).
I am not requiring that Local 578 file an amended LM report for 2007 to correct the
deficient items, but Local 578 has agreed to properly report the deficient items on all
future reports it files with OLMS.
I want to extend my personal appreciation to Auto Workers Local 578 for the
cooperation and courtesy extended during this compliance audit. I strongly
recommend that you make sure this letter and the compliance assistance materials
provided to you are passed on to future officers. If we can provide any additional
assistance, please do not hesitate to call.
Sincerely,
Investigator
cc: Mr. Jay Kopplin, UAW International Representative
Mr. Robert Sosinski, Chief Trustee