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...... Guidebook for Local Treasurers
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.... \fernbership & Financial

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 WEAC CONTACT INFORMATION
Wisconsin Education Association Council. 33 Nob Hill Road. P.O. Box 8003 • Madison, Wisconsin. 53708-8003
Phone Toll-Free: 1-800-362-8034 • Phone: 608-276-7711 • Fax Toll-Free: 1-866-958-1817 • Fax: 608-276-8203
WEAC Lockbox (State and National Finance Only) • PO Box 681132. Milwaukee, Wisconsin. 53268-1132
Questions/Concerns Contact Person Title Phone Number: E-mail
1-800-362-8034
Accounting Jane Oberdorf Financial Director ext. 359 oberdorfi{a),weac.orz
Attorney Referral Program Cindi Ritter Legal Staff Assistant ext. 246 ritterc@weac.org
Brochures (WEAC/NEA)
Budgeting Debbie Wittwer Financial/Budget Analyst ext. 229 wittwerdoaweac.orz
Educators Liability Insurance Deb Mevlor Legal Secretary ext. 248 mev1ord{a),weac.orz
Fair Share Fee Payers Nancy Kaczmarek Legal Counsel ext. 314 kaczmarekneaweac.orz
Fiscal Responsibilities Vacant WEAC Secretary/Treasurer
Jane Oberdorf Financial Director ext. 359 oberdorfj@weac.org
iMIDAS Help Desk Patti Westphal, Lynelle Byrne Membership Staff ext. 316, 223 membership@weac.org
iMIDAS Access Nathan Harper IT Director ext. 357 hamemcaweac.orz
Investing Jennifer Vos Financial/Budget Analyst ext. 298 . vosi{a),weac.org
IRS Reporting Requirements Debbie Wittwer Financial/Budget Analyst ext. 229 wittwerd@weac.org
Marta Shetler Financial Staff Assistant ext. 267 shetlermeaweac.orz
IRS 990-N Reporting Debbie Wittwer Financial/Budget Analyst Ext. 229 wittwerd{a),weac.org
Marta Shetler Financial Staff Assistant ext. 267 shetlermeaweac.orz
Membershin
Benefits, Savers Club, Diana Buchholz Member Benefits Staff Assistant ext. 253 buchholzd@weac.org
Membership Cards
Dues, Forms/Materials, Patti Westphal, Lynelle Byrne Membership Staff ext. 316, 223 membership@weac.org
Other
Responsibilities Patti Westphal, Lynelle Byrne Membership Staff ext. 316, 223 membership@weac.org
Promotional Materials Michelle Plansky Staff Assistant ext. 306 planskym@weac.org
PAC - establishing, other Gail Gonzales Political Action Coordinator ext. 326 gonzalesg@weac.org
questions
Policies: Fiscal/Membership Vacant WEAC Secretary/Treasurer
Jane Oberdorf Financial Director ext. 359 oberdorfj@weac.org
Retired Membership Patti Westphal, Lynelle Byrne Membership Staff ext. 316, 223 membership@weac.org

Service Concerns Vacant WEAC Secretary/Treasurer

Jane Oberdorf Financial Director ext. 359 oberdorfj@weac.org
Technology Nathan Harper IT Director ext. 357 harpern@weac.org
Trainings: Combined Marta Shetler Staff Assistant ext. 267 shetlerm@weac.org
Membership and Fiscal

WEAC Guidebookfor Local Treasurers and Membership Chairs iii

 SECTION 1: CALENDAR
--
MONTHLY INFO. SENT TO INFO. AVAILABLE INFO. AVAILABLE
TREASURERS AND PRESIDENTS ON-LINE UPON REQUEST
Membership Dues Statement (p.34) Treasurer/Membership Chair Customized reports and
Review for accuracy Guidebook labels with your
Treasurer Newsletter Reports and labels with your membership data
Pertinent information re: membership and membership data (iMIDAS, p.60)
financial responsibilities

RESPONSIBILITIES DUE ON A MONTHLY OR "As NEEDED" BASIS

DISTRIBUTE
A Membership Enrollment Form (p.37) to new members. Follow-up on forms not returned within
30 days.
Treasurer's Report (p.SS) to the Local Officers and present it at every Local meeting.
Stipends (p.90) to the Local Officers as requested.
INFORM
Members that political action refund money (p.20) must be requested annually by October 30 or
within 60 days ofjoining.
President and Officers when the budget is exceeded
RECEIVE
Membership Dues Statement(s) (p.34) and review for accuracy. Inform WEAC Membership of
errors.
Treasurer Newsletter with pertinent information regarding membership and financial
responsibilities with upcoming date reminders.
Mail from financial institutions and regulatory agencies (e.g. IRS, Wisconsin Department of
Revenue, your bank, and investment companies).
SUBMIT
Membership dues collected for WEAC and NEA within 30 days of' receipt.
Membership Enrollment Form for New Members (p.37) within 30 days ofreceipt.
NEA Fund for Children and Public Education (FCPE) (p.23) contributions within 10 days 0/
receipt after the final payroll deduction ofthe year.
Reports to regulatory agencies, including IRS reports (p.92) by the required due dates.
Bills and expenses for payment.
Member expenses for reimbursement.
UPDATE
Membership records in iMIDAS (p.46) (preferred method) or utilize the appropriate forms
within 30 days 0/ a change.
Cash Receipts Record (p.77) and Cash Disbursements Record (p.77) on a monthly basis.
PREPARE
Bank Reconciliation (p.76) on a monthly baSIS
Treasurer's Report (p.8S) for every Local meeting

WEAC Guidebook for Local Treasurers and Membership Chairs Page 1

 •• RESPONSIBILITIES DUE DURING SPECIFIC MONTHS (AUGUST 2010-JANUARY 2011)
We recommend placing the following calendar in a prominent position to remind you ofimportant deadlines.

•• S :\1
Au ust2010
T W T F S
August 27 AU changes to the membership records for the 2009-10 year must
be completed prior to the next membership (fiscal) year.
It .2 3 4 5 6 7

It 1\ 9 10 11 12 13 14 SUBMIT updated IRS 990-Nfiling information form (p.1lO) for the

• 2009-10 fiscal year.

15 16 17 18 19 20 21
t " .:.._,
0'
24 25 26 28
August 31 END OF FISCAL (MEMBERSHIP) YEAR
IC-.--_ 29 30
September 1 BEGINNING OF NEW FISCAL (MEMBERSHIP) YEAR
t

-•
Se tember 2010
t S :\1 T W T F S REVIEW your J..,ocal 's Constitution, By-Laws, and/or Policies (p.68) for
recommendations and updates.
3 4
I 5 6 7 8 9 10 11 RECEIVE a 2% monthly charge to all outstanding dues from previous
t 13 14 16 17 18

•t
12 membership years (p.6).
19 20 21 22 23 24 25
'6 17 28 29 30
September 1-10 RECEIVE WBAC MSfmbership Dues Statement (p.34) for 2009-10
membership year, if you have a dues balance payable.

•• October 2010 September 2 UPDATE membership additions and changes for the new (2010-11)

•
S :\1 T W T F S membership year in iMIDA$., p.50 (first day available). Please refer to

••
2 the iMIDAS Welcome page for announcements.
- 4 5 6 7 8 9
10 II 12 13 14_ 16 September 15 SUBMIT signed WEAC Dues Agreement (p.32).

•
1-: 18 19 20 21 22 23 Conduct a Local Financial Review (p.86) of the previous fiscal year.
September 15-30
: .. 25 26 27 28 29
I--..::...c:.. October 1 SUBMIT completed membership additions and changes for the new
31 ---.J

(2010-11) membership year with the Annual Continuous Membership

I November 2010 Roster, p.42 (if not utilizing iMIDAS, p.46), allowing fifteen days for
mailing and data entry.
I
•
S M T W T F S
2 3 4 5 6 October 1-10 RECEIVE WEAC Membership Dues Statement (p.34) for 2009-10
I 8 9 10 11 12 13 membership year, if you have a dues balance payable.
I 14 15 16 17 18 19 20
SUBMIT final membership additions and changes for the 2010-11
24 25 26 27
October 15
I 2J "'-"') '1'"
--'
membership year in iMlDAS, p.50 (preferred method).
2$ 29 30
I~-=..:..---=:.::------'
October 30 SUBMIT request for Political Action Contribution (PAC) refund money
December 2010 by individual members (p.20). Fair share fee payers will receive
I
•• S :\I T

•
W T
2
F
3
S
4
November 1-10
political action refunds automatically.
RECEIVE WEAC Membership Dues Statement (p.34) for 2009-10

•
5 6 'T 8 9 10 11

• , membership year, if you have a dues balance payable.

- 13 14 16 17 18 - - -.._ ---------
!Q 20 21 22 23 24 25 December Political Action Rebates will be mailed to Fair Share Fee Payers and
.~--=..:..-=---=..::.-------::.:'-----"-'----'
16 '" 28 29 30 31 those who requested a rebate. Local's should pay all political action

••
';;"1"

committee payments, WEAC will return the rebates to members.

Januar 2011
T S
December 1 SUBlVUT no less than 10% of your dues to avoid interest penalties, in
S M T \V F

•• ,
- - 4 5 6
•
1
8
addition to submitting dues within 30 days ofreceipt (as required by the
WEAC Bylaw 4-5) .

•• • " 10 II 12 13 14 December 15 SUBMIT final membership additions and changes for the 2009-10
16 18 19 20 21 22 membership year.
~} 24 .25 26 27 28 29
January 7 SUBMIT final membership additions and changes via the mail for the

•• NEA RA Delegate Allocation (p.2S) if not utilizing iMIDAS (p.46).

Changes will affect how many delegates your Local receives.

••
1WEAC
-- ------------------------
January 15

(cont'd)
-----
SUBMIT no less than 25% of your dues to avoid interest penalties, in
addition to submitting dues within 30 days ofreceipt (as required by the
WEAC Bylaw 4-5).

Guidebook for Local Treasurers and Membership Chairs Page 2

 RESPONSIBILITIES DUE DURING SPECIFIC MONTHS (JANUARY -JUNE 2011)

Januar 2011 January 15 Final day to UPDATE membership additions and changes in iMIDAS (p.
S M T W T F
p.50) for the NEA RA Delegate Allocation (p.25). Changes will affect how
many delegates your Local receives.
3 4 5 6
MEMBERSHIP COUNT TODAY ESTABLISHES NEA RA

•
10 11 12 13
18 19 20 22 DELEGATE ALLOCATION.
24 25 26 27 29 January 17 IRS Forms 990, 990-EZ and 990-N (p.94) filing deadline for fiscal year
2009-10 for ALL Locals. IRS Form 990-N filed on your behalf by WEAC
(if form turned in).
, Februa 2011
M T W T F S
January 31 Local members RECEIVE a memo from WEAC if any dues have not been
S
3 4 5
transmitted for the current membership year. The local is also charged a 1%
.2
monthly penalty for all outstanding dues (p.6).
7 8 9 1 0 . 12
14 15 16 17 18 19 February 1 Last day to file with the WI Dept. of Revenue IRS Fonns 1099 and 1096
21 22 23 2 4 _ 26 (p.99) for Locals who pay stipends to officers and committee chairs or
employ "independent contractors" (p.90).

: March 2011 February 11 SUBMIT membership additions and changes via the mail for the WEAC RA
S M T W T F S Delegate Allocation (p.25) if not utilizing iMIDAS (p.46). Changes will
• 2 3 4 5 affect how many delegates your Local receives .
6 7 8 9 10 11 12 February 25 Final day to UPDATE membership additions and changes in iMIDAS (p.
13 1 4 . 16 17 18 19 p.50) for the WEAC RA Delegate Allocation (p.25). Changes will affect
20 21 22 23 24 25 26 how many delegates your Local receives.
27 28 29 30 31
February 28 MEMBERSHIP COUNT TODAY ESTABLISHES WEAC RA
, A ril 2011 DELEGATE ALLOCATION.

•
S M T W T F S
March 1 Last day to file with the IRS Forms 1099 and 1096 (p.99) for Locals who
2
pay stipends to officers and committee chairs or employ "independent
3 4 5 6 7 8 9 contractors" (p.90).
10 11 12 13 14 15 16
17 18 19 20 21 22 23 March 15 SUBMIT no less than 40% of your dues to avoid interest penalties, in
24 25 26 27 28 29 30 addition to submitting dues within 30 days ojreceipt (as required by the
WEAC Bylaw 4-5).
Ma 2011
April Begin budget preparation (p.70), including reviewing programs, for the

•
S M T W T F S
2011-12 fiscal year .
1 3 4 5 6 7
8 9 10 11 12 13 14 May RECEIVE memo with WEAC and preliminary NEA 2011-12 dues.
15 16 17 18 1 9 . 21
RECEIVE forms to update your Officers, Building Representatives, and
22 23 . 24 25 26 27 28
Negotiators as well as the Auditor Confirmation Letter (p.44).
29 30 31
UPDATE dues deduction information for school payroll department for the
" June 2011 future year.

•
S M T W T F S
May 20 SUBMIT the Auditor Confirmation Letter (p.44) to verify your membership
2 3 4
records for the 2010-11 membership year.
5 6 7 8 9 10 11
12 13 1 4 " 16 17 18 June SUBMIT final year-end membership additions and changes for 2010-11.
19 20 21 22 23 24 25
June 1 REMINDER: Do NOT MAKE MEMBERSHIP ADDS/DELETES FORUPCOMING
26 27 28 29 30
MEMBERSHIP YEAR UNTIL AFTER SEPTEMBER 1.
SUBMIT no less than 70% of your dues to avoid interest penalties, in
addition to submitting dues within 30 days ojreceipt (as required by the
WEAC Bylaw 4-5). .

WEAC Guidebook for Local Treasurers and Membership Chairs Page 3

 I
RESPONSIBILITIES DUE DURING SPECIFIC MONTHS (JUNE-AUGUST 2011)
~

~ June20tl June 1 SUBMIT updated list of Officers, Building Representatives and Negotiators or

•• immediately following your Local's election.

T
~ '1 T W F S
2 3 4
~ June 15 RECEIVE memo to all Local members if dues have not been transmitted for
6 8 9 10 11
the previous membership year detailing the unpaid dues (p.6).
~ 12 l} 14 16 17 18
~ 19 20 21 22 23 24 25 July RECEIVE 2011-12 membership packet including the Continuous Membership

·-- :6 ,-
- 28 29 30 Roster (pA2), WEAC Dues Agreement (p.32) and Membership Materials.
This packet will be mailed to the Treasurer. If you will not be the Treasurer
for the future year, PLEASE pass along all information to the new
• Treasurer, Membership Chair and/or the Local President.

•
.'1 T W T F S

• .I < 6 7 8
2
9
RECEIVE WEAC IRS 990-N filing infonnation fonn (p.110) to update fiscal
year 2010-11.
• n
1S
12
19
13
20
14
21
15
22
16
23 The Treasurer/Membership Chair Guide will be updated with 2011-12 info.
• i-
25 26 27 28 29 30 August Finalize budget (p.70) preparations for the 2011-12 fiscal year.
• :11
• ~I August 26 SUBMIT updated WEAC IRS 990-N filing information fmID (plIO) for the

• Au ust2011 2010-11 fiscal year.

~

• T An changes to the membership records for the 2010-11 year must be

T W F S
S '1 August 31
2 , 4 5 6 completed by 4:00 p.m., if using iMIDAS.
• i~ $ 9 10 11 12 13
August 31 SUBMIT no less than 100% of your dues to avoid interest penalties, in

•
15 16 17 18 19 20
•
~
'.,
-, 23 24 25 27 addition to submitting dues within 30 days ofreceipt (as required by the
P 2S 29 30 WEAC Bylaw 4-5).
t END OF FISCAL (MEMBERSIDP) YEAR

••
• ••
••
••
••
••a
••
•a
••
•
t - - - - - - - - - - - - - - - - - - - - - - - - -Page
- IFF 4r Guidebook for Local Treasurers and Membership Chairs
- 4- - - -
 •.- SECTION 4: FAIR SHARE/PAC

iii FAIR SHARE FEE PAYERS

,a
A fair share fee payer pays a "fair share" fee certification to WEAC and NEA for the services it renders
II to the non-member in its capacity as the exclusive bargaining representative. Fair share fee payers are
II not members for governance purposes (e.g. no voting rights, can't hold office). The WEAC political
Fa action contribution (PAC) is automatically returned to fair share fee payers in December. Fair share
rebates are typically provided, upon timely written request, in December. For additional questions
,a contact Nancy Kaczmarek (kaczmarekn@weac.org), Legal Counsel, at 1-800-362-8034 x3l4.
ra
..-- All organizational services funded by membership fees are typically available to fee payers including
receipt of publications, unless an individual specifies "no mail". Fair share fee payers are also eligible

.. for DuShane Fund assistance and other membership-fee supported programs, but are not eligible for
insurance programs or other economic service programs which operate on a self-sustaining basis.

Fair share fee payer deductions are the same as active member deductions. Please contact the WEAC
Membership Office (membership@weac.org) at 1-800-362-8034 or UniServ office if there are issues or
III
.-II questions regarding payroll deduction.

..
.- FAIR SHARE REBATE FAQ's FOR LOCAL REPRESENTATIVES
The following information is provided to association representatives for the purpose of responding to
general inquiries regarding fair share. If a member or fee payer has a specific question that is not

.-. answered below, please have them contact Nancy Kaczmarek (KaczmarekN@weac.org), WEAC Legal
Counsel, at 800-362-8034 ext. 314. This written information is not intended for general dissemination to
members or fee payers.

,- 1. What is a fair share agreement?

,- It is an agreement between the school district and the union wherein employees in the collective

.-. bargaining unit are required to pay their proportionate share of the cost of the "collective
bargaining process and contract administration" as measured by the amount of dues uniformly
required of all members. Such an agreement contains a provision requiring the employer to
,» deduct dues from an employee, as certified by the union (e.g., §111.70, Wis. Stats).
,»
,.,.
,a
2. What is a fair share fee payer?
A fair share fee payer is a unit member who elects not to be a union member. Fair share fee
payers are required to pay their proportionate share of dues related to collective bargaining and

,.,. contract administration. Fair share fee payers may request a rebate for activities that relate to
non-chargeable expenditures, such as charitable contributions, lobbying and organizing efforts.

,... 3.
Fees used for direct political action are automatically rebated to all fee payers (Refer to #10).

Can a fair share fee payer also be a union member?

,.,. No. A union member who wishes to become a fair share fee payer must direct a signed, written
letter to WEAC's President or their Local Association President requesting termination of union

,.,. 4.
membership.

What benefits/rights are fair share payers entitled to?

,.,. Fair share fee payers are provided the same representation in all employment matters as full
dues-paying members. Fee payers may participate in contract ratification votes only pursuant to

,.-
local approval. Union-negotiated benefits, including union-negotiated insurance plans and tax-

WEAC Guidebook for Local Treasurers and Membership Chairs Page 18

 sheltered annuities, such as the WEA Trust insurance plans and WEA Trust tax-sheltered
annuities (TSA, e.g. 403(b) or Roth), are also available to fair share fee payers.

5; What union benefits/rights do fair share fee payers lose?

Fair share fee payers are ineligible to participate in internal union governance decisions (i.e. vote
in union elections, hold union office, or influence union policies or activities). Fee payers are
generally not entitled to NEA supplemental membership benefits such as the NEA life insurance
policy or reduced travel fees.

The NEA's Educator's Employment Liability (EEL) insurance program is also a "member-only"
benefit; therefore, fair share fee payers are technically ineligible for participation. However,
WEAC has adopted the position that fair share fee payers who do not request a rebate are entitled
to EEL insurance coverage because they have paid for the policy. The NEA does not agree with
this position, but at this time allows WEAC to enroll those fair share employees who do not
request a fee rebate in the EEL program. The NEA may decide in the future to limit EEL
coverage to active members only.

6. Are fair share fee payers assessed an amount equal to full dues?
Yes. Under most local association fair share procedures, deductions initially are made for a fee
certification that is equal in amount to the NEA/WEAC/UniServ/Local dues. Fair share rebates
are subsequently issued by WEAC.

7. What is the procedure for requesting a rebate?

Near the beginning of each school year, WEAC Legal Counsel sends information regarding its
expenditures to all fair share fee payers currently on its membership roster. Fair share fee payers
are provided 30 days from receipt of those materials to indicate whether they wish to request a
rebate for expenditures unrelated to collective bargaining. Upon receipt of said request, WEAC
notifies objectors of their options, including the right to accept the standard rebate offer or
proceed to arbitration. Fair share objectors who accept WEAC's offer can generally expect to
receive a rebate check in December of the fiscal year wherein a rebate request has been made.

8. How is the rebate amount determined?

The rebate percentages for the NEA, WEAC and UniServs are based upon detailed analyses of
expenditures; the WEAC rebate is subject to approval by its Board of Directors. Fair share fee
payers are offered a standard 25% rebate of local dues. However, because legal precedent
suggests that a local budget cannot be deemed valid unless a formal audit is performed to verify
expenditures, fair share fee payers are offered the option of selecting up to a 100% rebate if an
independent audit or verification is not performed for their local.

9. Can a fair share employee challenge WEAC's fair share calculations?

Fee payers can request arbitration. Under this option, an escrow account is established which
holds 100% of the contested dues deductions. However, because WEAC has sought to provide
more in the standard rebate offer than its calculations indicate it may owe, it is possible that a fee
payer will receive a smaller rebate through arbitration. In the most recent arbitration for which
WEAC has a decision, the arbitrator sustained a rebate amount slightly lower than that which the
Association projected and offered.

10. Do fair share fee payers need to request arebate for the Political Action Committee (PAC)
assessment?
No. Fair share fee payers are automatically refunded their WEAC and UniServ PAC assessment.

WPAr Guidebook: tor Local Treasurers and Membershin Chairs Paze 19

 .
it MEMBERSHIP ENROLLMENT FORM FOR NEW MEMBERS -

.
II

I)
EDUCATIONAL SUPPORT PROFESSIONALS

.
EDUCATION SUPPORT PROFESSIONAL OF WISCONSIN
NATIONAL EDUCATION ASSOCIATION
It .{.IC.f~("'1#41;[."!&I;njj#·];J6·
a.nNEA~f1lil~
33 Nob Hill Bcsd
W,t.ld·'·'M419itiMlftinMMj.t·f,UMGijii§¥¥
It P. O. Box 8003
MadJSQ(l. WI 53i'{]8~8003

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sccea &;cur:tlrt f"lMI3Ef< rnJHHtlATE GfND€R

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It
MEMBER TYPE CODE NEA WEA
It .J Active ESP Fl..lll Tj~ AG'::?-l00 96,50 S 157.50
(SuB-T0111lS) NEA s
It
---_._--,-~

.J Aclivi'!ESP Half Timo' AC·2·;;O 53.50 $ T8.75

.J Active ESP <Hi
wEft. - Less than Halt Time AC-2-d9 5350 L ____ WEAC

It .J
NEA . (26%·!50':-h}
Active ESP :: 2'5~;" or jfJSS AC·2·25 s -32,00
0.1)0
s.,
0.00
IMPORTANT: LOCAL $ --_._---_._-
.J Or~ni:zil19 SC·2'0 S S
It f=alrSham ESP Full Tune FP-2-100 s 9tl50 s 157.50

..
.J
UNISERv $,.--------
.J Fair Share ESP Han Time' FP·2·50 $ 53.50 S 7875

It .J Fair Share ESPo::HT

lo-ss thtlfl Half Time
i26",,·5{)<'-d
FP-?"49 S 5::t50
NEA-FCPe $-_.--,------

.J F>"l!f Share 25~:, or I~'S$ FP-2-2S s 3125 L _______ '00'• TOTAL

.. LOCAL ASSOCIATION:

Positlon..•.....•.•.••_ ....•..,
IMPORTANT -

_ COdB
PLEASE COMPLETE AND CHECK

i,J H-eallhlS~U'denl Services ....,

. • .• .• •. .
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WORKSITE NAME:
HTAT :..J TypistoWol'dPrceesscr.. TYWP

II)
.-it Aooual roo-mOOrnhip peymern ocrcoosS5.66fora t-yeers-ubscrlption to NEAToday andTeday's EdutatiOl'a-nd $7.35 fora t-year suoocriplion to WEACln PrirL
I
II
The WEAC·ESP peyrnerafor 2OtO-20ilisSiS'Z$O ol whlGh$10J);) IS- for pQl~1ca1 adfoo,
r urdersland I may request ~ rahH1<1 01that portion -of my ~fM de~tedfo{ polidcataG1Nity by wrrtinglOtheW€AC Pre-sidentP.O. Box 6003, Madison,WI 53108-8003, by
October 30 Of BEFORE or Wr1hii'l60days ~ joining.aoo tbat mymei11b@rshlpwilloot be affoded by Sticha tl!!qUt1:St.

.-. III I uooerstnnd ute National E<b:::a{ionAssoclalk1o Fund fOfChikken and Public Education (NEA fCPE) ooIfeds volumary oonl,ibutiotls from ~ion rnernbers and uses these
contribuiiOi'Il;i for political purposes. inc[udlng. but not limiled to. l1'IaNllg -oootrbuUOns to and ¢-xpendlturos- on behalfOf friend$; of W1:$: ooutation wliQ ere <:andl:fmes forledera!
oftitc:e. Ci";l J S.<:iltlf;.'1S or la\\~J~ C~m\~W3;~ r~)i-~';!il~ [fl,W ccrMit,u? t·1ltt NtA~iJ\d, COntributions to Th0 NEA F'CPEarevoh,mtary:makinga oomribulionfs oo~U1ef a 'Condition of e~rMnt
normembers-hlp [n IheAsSOCialion, ahdmettbelShavelhet,righl'!O refuse to c;ontf1bQt.e: w~hout$u1feting allY' rnprisaL Altho~9h TheNEAFC?Erequests anannual contl'ibutiOn
01$15, t.hisis only a suggestion,A member may,?Omfibule ~e: or less than lhe sugoesood ereeunt.or mayiXXllribul.e nothingat al!. withoUt it anecnngrns or her roormer5hip
stalus., rights, Orbenefssin NEA or any CIt its a~diates. C(lntIlbutklnsor gifts toO The NEA fCP€ am notde<Juctbl'9 tJ,s:chatUabla bOI1lribtJtio-IlS f« [ederal iliCQf(le.l~ pcrpcses.
Federaltaw mqutreitU$10USe our best .gffoflsto collect and report the namJ:l, mailingaddress., OolX.tJpMion and name of emplOyer tOt'each itldividua!if.;tlOMOOflbibu1kJfl$ aoo:re--

a gale in excess cl S200 in a calender veer.

.
Federal iaw pr(jhbls The NEA Fepc: Ircm feoeivingdPnalkms fromperecns otMr ttw:l fTJoembersc of NEA and its alfmalli!"$, -andtheit immedIatefamilles_A"donatlOns from par-

a
sons other than members of NEA and hs altiliates, and thew immediale lamll165c, wlflbo r61umoo fof1hwl1h,

O~S paymenls are notdedllclible as chari1ab!'e COOllib«lions for federal incometax purpows. Dt-ias paymerns(or a.porlioo} fM'f be dedoctibreas a mlsce1lal'teOlJ$ il:emized
ooduC{J;:tt'\

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- H/EAC Guidebook for Local Treasurers and Membership Chairs Page 40