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  • 8/11/2019 utla 990 2011

    1/23

    OMB No.

    1545-0047

    Form

    99

    Return of Organization Exempt From

    Income

    T'4.X

    Under

    section

    501

    (c), 527,

    or

    4947(a)(1)

    of

    the Internal Revenue Code

    (except black

    lung

    benefit trust or private foundation)

    2 11

    Open

    to

    Public

    Inspection

    epartment al l1e Treasury

    Internal f; evenue Service ,.. The organization rr:;l\'

    have to

    use a

    copy

    of

    this

    return

    to ';:

    .()x::mr.t

    status

    -

    Website: '

    c

    UNITED

    TEACHERS LOS

    ANGELES

    3303

    Wilshire

    Boulevard

    Los Angeles,

    CA

    90010-1704

    F Name and address of principal officer:

    Arlene

    ame

    As

    c

    Above

    [Xlo1(c)

    ...

    I

    J

    501(c)(3)

    (

    5

    )

    ...

    (insert ~ 2 )

    ..

    0

    Employor ldeniificotion Number

    95-2635019

    E Telephone number

    {213)

    487-5560

    G

    Gross r n : ; . } : : : f ~ i . ; $

    49,028,360.

    [ fes

    ~ X l N o

    nouye

    H(a) is this a group return for affiliates?

    H(b) Are all affiliates included? "" YH

    r:JNo

    If 'No,' attach a

    Est..

    (see iostructions)

    ' - - '

    I

    4947(a)(1.l

    er

    I I

    27

    WWW ,OILA, NET

    ( . c ) G ~ } ) : . . : p { ' ~ _ c ' : K . r ~ : : : ~ h c n

    rHJmber

    ...

    r-r--

    K Form ol " ~ ~ . . ' < > i u r l : Corporation

    0.Jr[js_t

    ......

    L . L Associat;on

    IX1

    Other ii>'.. J l Year of Forrna ion: 197 0 I __state of ~ } O I . domicile: CA

    _art I ISummary . . . . _ .

    J 1 Briefly describe t ~ 1 e organization's mission or most significant a c t i v i t i t ~ s : _11.lQQ...r_

    Q:r,;:.mm

    l.z...t:h.o.D...l}_c1.i [ _ i . ; . 1 , ~ s ______ _

    ()

    :

    ro

    E

    ii

    0

    "

    il

    2 c ; ~ Z k thi.s

    b;;- [ f i t t h ~ - o ; g ; n ; _ ; ; t i ~ n - d ~ ; ; ; r t i ~ L ; ~ d i ~ ~ ; ; _ ; t i ; ~ - ; ~ d i s p o ~ e d - ; ; f - m ~ ~ : ;

    ;i;1-25%

    i t s - n ~ t ~ , ; ; ; - - - - - - - -

    3 Number of voting members

    of

    the governing body (Part VI, line 1a) . . . . . . . . . .

    . . . . . . . . . . .

    I

    3

    4 8

    4 Number

    of

    independent voling members ot the governing body (Part VI, line lb). . . . ....... . . . 4 < l

    ~

    :;;

    5 Total number of individuals employed in calendar year 2011 (Part V, line 2a).... . . . . . . . . . . 5 64

    6 Total number of volunteers (estimate if necessary). . . . . . . . . . . . . . . . . . . . . . . . . . 6 ~ O

    7a Total unrelated business revenue from Part VIII, column (C), line 12 ,-1. 365,

    GlB,

    - . . ; - . - b _ N _ , ~ :

    unrelated business iax'9._t;je income from nrm 9 _ ~ 0 - T , line 34 - - 7b

    0,

    8 Contributions and grants (Pari VIII, line lh). . . . . . . . . . . . . . . . . . . . .

    9

    Program service revenue (Part VIII. line 2g)

    . . . . . . . . . . . . . .

    .

    10

    Investment income (Part VIII, column (A), lines 3, 4, and 7d) . . . . . . . . . . .

    11

    Other revenue (Part VIII, column (A), lines 5, 6d,

    Sc,

    9c, lOc, and

    1

    e)

    .

    BQlli'll Part VIII, t:nltHnn (l>.).. line 12).

    2 Total r e v e m i < ~ : : . ~ l i n e s 8 tNotJgr1

    11

    (;faf: :L

    13 Grants and similar amounts paid (Part IX, colu

    14

    Benefits paid to or for members (Part IX, colum

    mn (A), lines 1 3)

    .

    .

    . . . .

    n (A), line 4)

    . . . . . . .

    Prior Year C1Jrrent Year

    4 3 ' 6

    6

    6 ' 0-0 6 .

    42,

    5}_?._, 177.

    .

    ..

    ..

    rrr. . . . . . . . ._.

  • 8/11/2019 utla 990 2011

    2/23

    F orrn 990 {2011) UNITED TEACHERS LOS

    ANGELES

    95-2635019

    Part Ill Statement of Program Service Accomplishinents

    ........

    - - - - - - - - - ~ _ h _ e _ c k _ i f _ S _ '

    _ J _ - , e _ d _ u _ i _ e _ C _ _ c _ o _ n _ t a _ i _ n _ s _ a _ r e _ s ~ p

    __n_.s_e_t_o_a_r . 1y__.q_u_es_1_.1o_r_1

    _ir_1

    _tl_1i_s_P_a_r_ _l_l_.

    . ---_. _. ~ ~ _. ... _. ; . , . . ; ~ ~ ~

    1

    Briefly describe the

    organization's mission:

    . J . E - ~ . o _ } _ Q ~ 2 ~ i _ z 2 ~ ~ 0 E _ A _ c _ . b : ~ J - ~ ~ ~ s - - - - - - - - - - ---

    - --

    ___ -----------

    _______

    -----

    -

    2

    Did Hie organization undertake

    any s gniiicant

    program services

    during

    the

    year

    wr1ich were

    not

    iisted on the ~ m o r

    Form

    990 or 990-EZ'?. , ,

    . . . . . . .

    , , . . . . . . . . . . . . ,

    . . . .

    . . . . . . . . . . . . . . . . . . . ,

    . . . . . . .

    ,

    Yes

    fxl

    ~ , : .

    No

    If

    'Yes,' iJescribe these

    new

    services on ScheiJule

    0.

    3 Did

    the

    organization cease conducting, or make s1gn1ficani changes 1n how it conducts, any

    program

    serv:ces?

    Yes

    fX} No

    It

    'Yes,' describe

    H1ese

    changes on Schedule O.

    4 Describe the organization's

    program

    service accomplishments

    for

    each Gf its three largest program services, as measured

    by

    expenses

    Section

    501

    (c)(3)

    and

    501

    (c)(4/ organizations

    and section

    4947(a)(1) trusts

    are required to

    report

    the

    amount

    of

    grants

    and

    a l i o c ; ~ f o r n ;

    to

    others, the 1otal expenses,

    ana

    revenue,

    ii

    any, for

    eac:h program

    service reported.

    4b (Code:

    :::{ {lJlTb (Expenses

    - - - - - - - ~ i n c l u d i n g grants of

    ) (Revenue ~ - - - - - - - - >

  • 8/11/2019 utla 990 2011

    3/23

    Form 990 (2:011) UNITED TEACHERS

    LOS

    ANGELES 95-2635019

    Is

    ihe

    organiz:ition described in section

    501

    (c)(3) or 4947(.a)(1)

    (0H1er

    t:ian a private four1daiion)?

    I f 'Yes,' comp eie

    Schedule A

    . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

    2.

    Is the org.ar112ation required to

    wrnplete

    Schedule B, Schedule of Contributors (see 1nstwctions)? .

    3

    Did

    the

    organizat:on engage in direct or :r;(j:rect political c'1mpaign

    a c t : v i t i < ~ s

    on behalf

    of

    or in oppos1\ion to candidates

    for

    public

    office?

    If

    'Yes,' compiefE.' Schedvle C Part I..

    . . . . . . . . . . . . . . . . . . . . . .

    4 s ~ c t i o r i 501(cX3) orgainl:i:atlons. Did the organization engage in lobbying activities, m h.ave a section 501 (h) eled:on

    in effec1 during the tax year'? If

    'Yes,' complete Schedule C, Part

    II. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

    Yes No

    1 x

    ~ ~

    2

    x

    3

    Ix

    4

    5 Is the orgarnzation a section 501 (c)(4). 501 (c)(5), or 501 (c)(G) organization \hat receives rnernbersr:ip due::.,

    ;,ssessrnents, or sim: ar

    amounts

    as defined :n FZevenue Procedure 98-'19?

    If r'

  • 8/11/2019 utla 990 2011

    4/23

    Form

    990

    \ZG\ n UNITED TEACHERS

    LOS

    ANGELES

    95 2635019 f. Qe 4

    iPart IV . h ~ c k l i s t o Reguired Schedules co1_.1t_in_1u_e_d.._)___

    - - - - - - - - - - - - ~ - - . . . - - - . . . - ~

    Did the organization report mme \han $5,000 ot wants and other assistance to governments and org;3r;izations in the

    Unite;j States on Part iX, column (A), line I? if

    'Yes,' complete Schedule

    f

    Parts I and

    ii....

    . . . . . . . ,

    :21

    2.2 Did

    t ~ ; e

    organization report rnore than $5,000 of grants and other assistance to individuals in the United States on F'art

    IX, column A), iine

    2?

    If

    'Y

  • 8/11/2019 utla 990 2011

    5/23

    Form 990 201 n UNITED TEACHERS LOS ANGELES

    95 2635019

    [Part V Statements Regardjng Other

    IRS

    Filings and Tax Compliance

    Check

    if

    Schedule

    0 ~ g n t a i n s

    a

    resptinseto

    m 1 ; ; _ J u _ e _ s _ t _ i o _ n _ : _ n _ t _ h _ i s _ P _ m _ t , _ . . , \ , _ ~

    _.

    . . . . ; . . . . . - - - - - - - - - ~ - - - - -

    - - - - . . . , . - ~ f l

    1

    a

    Enter

    the number reported in Box

    3 of

    Form

    1096.

    Enter

    .Q.

    if

    not applicabie

    b

    Enter

    the number oi Forms

    W-2G

    included in line 1a. Enter

    .o.

    if

    not applicable

    c Did the organization comply with backup w1thhoiding ruies for reportable payment;; to vendors and

    r e p o r t ; ~ t ; l e

    gaming

    (gambling) w1nn:ngs

    lo

    prize winners'? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

    . . . . .

    ..

    . . .

    2a

    Enter

    he number of employees reported on Form

    W-3,

    Transmittal of

    'vVage

    and Tax

    StateI I

    menls,

    filed tor the calendar year ending with or within the year covered by this return. , 2a 64

    b

    if at

    east one is reported on line

    2a,

    did the organ;zation fiie all required federal ernployment tax returns?

    ..

    Note.

    It the sum of lines 1a and 2a is greater than 250, you may be require(J to e-file. (see instructions)

    3a

    Did the organization have unrelated business gross 1ncorne

    of

    $1.000 or more during

    tt1e

    yem? .

    b

    If

    'Yes' has ;t

    fdeiJ

    a Forrn 990-T for this year?

    f

    No, provide an expianation

    in

    Scheduie 0 .. .

    4a

    />.t any

    time during the calendar year, did \he organ;zat1on have an interest

    1n,

    or

    a signature or other

    a u t h o r i t ~

    over, a

    financial account ;n a foreign country (such as a bank

    account

    securiti es ac:counl, or other financial account). . .

    b

    1f

    'Yes,' enter the name of the foreign country:

    '

    See instructions for filing requirements tor Ferm TO F 9022.1, Report

    of

    Foreign Bank and Financiai Accounts.

    5 :I

    Was the organization a party to a prohibited tax shelter transaction at

    any

    time during the tax year? .

    b

    Did

    any

    taxable party no1ify the organizat:on

    tha1

    it was or is a party to

    a

    p r n ~ 1 i b i t e d

    tax shelter transaction? .

    c

    It

    'Yes ,' to iine 5a or 5b, did the organiza tion fi e Form 8886-T?.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

    6as

    Does the organiza11on have annual gross receipts that are normally greater

    thm1 100,000,

    and did ihe organization

    solicit any contributions that were not tax iJeductible 7 . . . . . . . . . . . . . . . . . .

    b

    if

    'Yes.'

    d i ~

    the or9.anization include with every soiicita\ion an express statement 1hal such contributions or gifts were

    not tax deouct1ble ( . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

    7

    Organizations that may

    receive

    deductible contributions under section

    170(c).

    a Did the organ:zat:on re(:eive a oayment in excess of

    $75

    made partly as a contribution and partly for goo(Js and

    services provided to the payor1. . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

    b If 'Yes.' did the organization notify the donor of the valued the goods or services provided? .

    c

    Did the organization sell, exchange,

    or

    0H1erwise dispose

    of

    iang1bie ;iersonal property for wh:d1

    :twas

    required to file

    Forrn 8282?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

    ...

    . , . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . ....... .

    d if

    'Yes,' ir;dicate the number

    of

    Forms 8282 filed during the

    year.......

    . . . .

    l . z . ~ - - - - - - - - - - 1

    e Did the organization receive any funds, direciiy or indirectly, to pay premiums on a personal benefit contract?.

    f

    Did the organizat ion, during the year, pay premiums. direc lly or indirectly, on a persona benefi t contract? .

    g If the organization received a contribution

    of

    qualified intellectual property, did the organ;zation file Fmrn 8899

    as requireiJ?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

    ;

    If

    the organization received a contribution of cars, boats, airplanes, or

    o t ~ 1 e r

    vehicies. did the erganiza\ion file

    a

    Yes No

    3a

    3b

    Sa

    X

    sb .........

    _i. x.o.........

    Sc

    6a

    x

  • 8/11/2019 utla 990 2011

    6/23

    Form

    990

    (2011)

    UNITED TEACHERS LOS

    ANGELES 95 2635019

    Page o

    ~ a r t VI TGov.emaocej Manag.ement

    and Disclosure

    For each Yes r ~ s p o n s e

    to

    lines 2 through 7b below, and for

    a

    'l'-ki msponfaJ lo fine Ba Bb,

    or

    l

    Ob

    below, describe the circumstances, processes, or changes in

    Schedule

    0

    See

    instmctions.

    l

    1

    , Check 1f Schedule 0 contains a response to ;y qu

  • 8/11/2019 utla 990 2011

    7/23

    Form 990 0011) UNITED

    TEACHERS

    LOS ANGELES

    95-2635019

    r ~ a t i e 7

    ~ i f Y l U C o m p e n s a t i o n o OHicersi-Dlrectors, Trustees, Key Employees, Highest Compensated Employees, and .

    Independent Contractors

    Check if S c h ~ : d l J l e 0 contains a i:;sponse

    to

    anv gt;estion in 1his Pm Vll. . . . . . . r--j

    _Section A. Qfficers, O i r ~ c h : m : ; i Trustees. K ~ y

    E m p l o y e e ~ a o d Highest ComJ?.:ensate:d

    EmJ?.:Jgyc..o.ee ' 's ' ~

    1

    a Complete this table for all persons required to

    be

    listed. Report compensation for nie calendar year ending with or within

    the

    organization's tax year.

    llll List all of the organization's current officers\ directors. trustees (whether i n d i v i d L J < ~ i s or organizations), regard ess of amount of

    compensation. Enter -0--in columns (D), (E), and (F

    1

    if

    no

    co;i1pensation was paid.

    llll Lis i all of the organization's current key employees, if any. See instructions for def:ni11on of 'key employee.'

    List the organization's five current highest compensa1ed employees (other than an officer, d:rector. trustee, or key employee)

    wl10

    received reportabie compensat:on (Box 5 of Form W-2 and/or Box 7 ot Form 1099-MISC) of rnore than $100,000 from the organization and any

    reiated organizations.

    e List al ot Hie organization's former officers, key employees, and highest compensated employees who received more

    than

    $100,000 of

    reportable compensation from the organization and any related organizations.

    111>

    List all of the organization's former directors

    or

    trustees that received, :n the capacity

    as

    a former director or trustee

    o

    the

    organization, more than $10,000 of reportable compensation from the organization and any related organizations.

    List persons ir;

    \he

    followinq order: individual trustees or directors; insti1utionai trustees: officers; key employees; highest compensated

    employees; and former such persons.

    x

    x

    x

    x

    x

    x

    '

    x

    x

    -

    100, 751..

    99 802.

    100

    290.

    100,290,

    0.

    0

    '

    0.

    0,

    (F')

    Estimated

    amount of other

    comoen:;atio l

    1 orn the

    organization

    and related

    o;ganization:;

    22,582.

    23,983.

    23Lfi l L

    23.012.

  • 8/11/2019 utla 990 2011

    8/23

    Form 990 (2011)

    UNITED TEACHERS

    LOS ANGELES 95-2635019 P.-,,:e a

    _Part

    VII I e c t h : ~

    A.

    Offkers Directors.

    Trustees,

    Key

    Emplo lees,

    an_g Highest C o 1 J i P . ~ n s a t ~ d

    . E m p l o v e . ~ s (con )

    (C) .

    {A)

    Nam.:: and ttPt:

    ~ l

    _______________________

    _

    ;,;

    ~ > c ~

    o;

    {O)

    Repoi-labio

    c o r n p f : r . s Q f a H ~ hvm

    tr;e

    m g ~ r n z a m r :

    ('//.211099MISC)

    _ 11)

    _ _ _ _ _ _ _

    ::-

    _ _ _ _ _ _ _ _ _ - - - - - - - 1 1 I l I

    ~ ~ - - - - - - - - - - - - - - - - - - - - - - - - -

    (E)

    l\eporiab e

    co0pen::at:ofl ~ r o m

    rel8ted vrq?.nizat:ons

    (W-2/1099

    MISC)

    (F)

    Estimated

    amcunt ot

    ulher

    c : c r n ~ e n : . > ~ ~ : o r

    from t ~ ; ;

    c r g ~ ~ z a t l o n

    amj

    r e ~ . 1 ~ t K 1

    orgr:Jnizations

    ... . ==l--

    1

    IF:-...-rFF.

    .

    __

    .,___ .............

    ~ .

    - - - - - - - - - - - - - -

    ~ ~ - - - - - - - - - - - - - - - - - - - - - - - - - :

    .

    .

    l2.Q)_ - - - - - - - - - - ~ - - - - - - _

    _:-

    - - - - - . i

    l

    ......_ ......._..

    ~ ~ - - - - - - - - - - - - - - - - - - - - - - - - -

    -r-

    - - - - - - - - - - - - - - - ~ - - - ~ - - - - - - - 1 - - - r - - - - - 1 - ~ ; ~ ~ i - - 1 - . . . . . . . ; t - - - - - - - - 1 - - - - - - - - - - - - - - -

    12?)

    _ _ _ _ _

    . ~

    ..

    lLLl1-

    __

    ~ ~ ~

    1bSub-total

    . . . . . . . . .

    _. l 32...

    7.,172

    0

    f

    0,

    444,'.)(J.9,

    c Total from continuation sheets to Part Vil, Secilon A

    _.

    0 , 0 ,

  • 8/11/2019 utla 990 2011

    9/23

    Forrn

    990 {2011 UNITED TEACHERS LOS ANGELES

    95-2635019

    Part VUJ Statement of Revenue

    1 a Federated c:arnpaigns.

    b

    Membership dues . .

    c Fundra1sing events .

    d

    Related organizat:ons . . . .

    e

    Governrnen1

  • 8/11/2019 utla 990 2011

    10/23

    Form 990 2011) fJNITED

    TEACHERS LOS ANGELES

    95-2635019

    H P ~ r t IX

    S t a t e ~ ~ n t of

    Functional Expenses

    Section

    50

    l . : ~ ) ( 3 ) ar:d 5Dl (c)(4) organizations rnust complete al co urnns

    ;;I other

    organizations n7ust co;np ete co/urnn (A)

    but

    are

    not

    required to cornpiete columns (8),

    (CJ and

    (0).

    Cr.eek

    if 3chetJule

    0

    contains

    a r e ~ ; n i x t s t ? to znv

    {luestion in this Part

    IX.

    (A) (8)

    Do

    not

    include

    amounts

    /< ported

    on lines

    Tola/ expenses Frograrn service

    _Gb. 7/:J fJb, 9b, and Of; ( P ' - ' ~ a r : c . . : i . . . . . . . - . , V l ; , ; , ; i l . - ~ - - - " " " " 4 - - - - - - - - - - i ~ - . . . . . ; ; . e " " . x n " " ' l 3 l : - ' - ' " ' " " " ' " " ' " '

    1

    Grants and otller

    assistance to

    qovermnen\s

    and

    organ:zat1ons

    1n

    Hi

  • 8/11/2019 utla 990 2011

    11/23

    Form

    990

    :2011)

    UNITED

    TEACHERS

    LOS

    ANGELES

    95-2635019 P< ge 11

    ~ r t X j e ~ a n ~ S h e ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~

    - ~ ~ ~ ~ ~ ~ - - ~ - ~ ~ ~ - - - ~ - + - - B _ e _ ~ ~ i i n _ r _ } _ , ; ; _ } _ o _ f _ v _ e a _ r ~ ~ ' ~ - + - ~ ~ f - _ r _ . d ~ ) y e a r

    A

    s

    5

    E

    T

    s

    1 Cash - non-interest-bearing 1,259,330. 2,954?883.

    2 Sav:ngs and temporary cash :nveslrnents

    3 P edges and grants receivable, net .

    1 - - - - ~ 2 ~ , 0 ~ 9 ~ 5 ~ , . ~ 9 ~ 1 ~ 3 ~ y . . . . . . . . . . ; ; 2 - f -

    __

    1 . { 2 8 7 , 7 4 0 .

    3

    4 Accounts receivable, net

    .

    063, 395.

    4

    5 Receivables trorn current and former officers, directors, trustees, key employees,

    and highest compensated employees. Complete Part

    Ii

    of Schedule L

    6 F ~ ~ c e i - . m t , l e s from other disqualified persons (as defined under section 4958(f)( ,

    pmsans dt scribed

    in

    section 4958(c)(3)(B), and contributing employers and

    1

    won soring organizat:ons of section

    501

    (c)(9) voluntary employees' beneficiary

    orgamzalions (see instructions) . 6

    7

    l\Jotes and oans receivab e, net .

    7

    8

    Inventories for sale

    or

    use

    97,208. 8

    89,117.

    9

    Prepaid expenses

    and

    deterred charges. . . .

    m a LarnJ, bui dings, and ecw:pm.ent: cost

    or

    ofr1er basis.

    ..

    I

    omplete Part VI of Schedule

    D..... . . . . . . . . . . . . 10a

    _2._... 308,

    861,

    b

    Less: accumulated depreciat:on . . . . . . . . . . . lObl : 63

    0

    1

    154 ._ I___

    _ , , , . . . ; _ _ ; . . . - - - - ~ - - i . - - - - - - . . . . . . . . - - - - - -

    8_32,

    117.

    9 L

    084; 054.

    14,399,936. 10c

    l.3

    678;

    7 0 ~

    11 Investments - publiciy traded securities. .

    8

    08_1, 207

    11

    9

    264,445,

    Investments - other securities. See Part JV, i:ne

    11 . 12

    Investments - progrnrn-reiated. See Part V. line

    11

    . . .

    .

    13

    lntang bie assets.. . .

    . ...

    - - - - - - - - - - - - 1 _ 4 ~ - - - - - - - -

    Other assets. See Par\ IV, line

    11.

    . . . . . .

    15

    6,000.

    r T _ o ~ t a _ l _ ~ s s e t s .

    Add

    l inesl th101.igh 15 (mi.Jst

    ~ t : u a l

    line

    34).

    ..

    33,829.106. 16

    5,070,752, 17

    18

    34,174,891.

    .J.---- -5 _, .._3

    _

    ccounts payable and accrued expenses ..

    Grants payable

    Deferre;J revenue. . .

    Tax-exempt bond liabilities.

    Escrow or custodial account liability. Cornpiete Part lV cf Scheduie D

    Payab es to current and former officers,

    diredors,

    trustees, key ernployees,

    highest cornpensated employees, and disqualified persons. Complete Part II

    of

    Schedu e

    L . . . . . . . . . . .

    22

    Secured mortgages

    am:J

    notes payable to umf:ia\ed third part: es.

    23

    Unsecured notes and loans payable to unreiated th:rd parties. . . . 24

    Other liabilities (inciuding federal income

    lax,

    payables to related lhird parties,

    and other iiabiiit1es not included on lines

    17-24).

    Complete Part

    X

    of Schedule D.. i----------+- -2 -5-+--------

  • 8/11/2019 utla 990 2011

    12/23

    Forrn 990

  • 8/11/2019 utla 990 2011

    13/23

    SCHEDULED

    Form 990)

    Supplemental Financial Statements

    2 11

    ~ ) O : : : ~ < ~ ( ~ Y t ~ ~ ~ 1 t

    ,,,1 ~ : : ; ~ . ire'.. ..:n;::r:r

    ~ ( j _ ; ) ~ ~ ~ ; ) . : l ~ t - " : Y i ~ : f S : : J . ~ f;VJ

    . J l ( ~ 2 '

    Complete if the organi. - - _ -_

    _ _ - _ . . . . i . . - - - : ~ ~ ~ ; h . . . . . - _ - F - t . ; - ; n _ d _ s _ a _ r - 1 d _ o _ t _ h _ e _ raccounts -__

    1

    Total number at end of year.... _ __

    2 Aggregate contributions

    to

    (during year) .

    1

    .

    3 1;ggregate grants from (during year). . . . . . . : .

    4 Aggregate value at end of

    year.....

    -

    ~

    5 Did the organization inform aii donors and donor advisors

    in

    writing \hat the assets he \j

    in

    donor advised

    funds are the organization's properly, subject to the organization's exclusive legal contro ? ..

    Oves

    ] N o

    ~ - r t

    II Conservati_ 'n Easemi:mts. Complete if tne_grganizationanswered Ye.s

    to

    Form 990. P ~ r t IV line

    7:

    1 Purpose(s) of conservation easerner. s held by tile organization (check all that apply).

    ~ Preservation of land for public use (e.g., recreation or education) r"\Preservat :on of an historically important land area

    H

    rotect:on of natural hab:tat ]Preservation of a certified histonc structure

    LJ

    Preservation

    of

    open space

    2 Comp ete iines 2a through 2d :f the organization held a quaiified conservation contribution in the form of a conservation easement

    on

    the

    last day of the tax year.

    I

    Held at

    tM E11d.

    of the Tax Year

    a Total number of conservation easements

    2a

    2b

    r ~ ~

    b Toial acreage restricted by conservation easerrnmts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

    c f\lumber of conservatio;, easements

    on

    a certified historic structure included in (a) . . . . . . . . . .

    2c

    d i'Jumber of conservat:on easE;ments included

    in

    (c) acquired after 8117/05, and not on a historic

    structure listed in he National Register. . . . . . . . . . . . . . . . .

    2d

    3 Number

    of

    conservation easements modified, transferred, released, extinguished, or terminated

    by

    the organization during the

    tax year .

    4 Number of slates where property sub)ec to conservation easement

    is

    located ..

    5 Does lr:e organization have a written policy regardir:g the periodic monitor ing, insoection, handling of v1olatkms,

    r ~ >

  • 8/11/2019 utla 990 2011

    14/23

    Schedule D{form 990 2011 UNITED

    TEACHERS

    LOS

    ANGELES

    95-2635019 Patie 2

    [.Part

    IU

    _Qxganizations Main aining Collection_s of Art. Historical Treasures.

    or

    Other

    Simllar

    Assets _ continuedL_

    3 Using the organization's acquisition. accession.

    c:nd

    other records, ct1eck any of the ollowing that are a signifa:an use of its colleciion

    items (check all

    that

    appiy):

    a r ) ublic exhibition d

    [J

    Loan or exchange programs

    b

    n

    Scholarly

    research

    e

    I

    I

    Of.her

    n -

    c ,___ , Preservation for fu1ure generations

    4 Provide a description of the organiwtion s collections and explain how they further the organization's exempt purpose in

    Part

    XIV

    5

    During th:

    \ ' ~ , . , ~ ,

    J:d the3 019analt

    of n1e omanizahqn'::; collection?_ Yes n No

    Part IV Escrow and Custodia l Arrangements. Comp ete if the organization answered 'Yes to Form 990, Part IV,

    line

    9,

    or reported an amount on Form 990, Part X, line 21.

    1 a Is the organization an agent, trustee, custodian, or otller intermediary for contributions

    or

    other assets not

    included on Form 990,

    Part X?... .

    . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

    b If

    'Yes,' expiain ihE: arrnngement in Par1

    XIV

    and complete the fo lowing tab e:

    c Beginning balance .

    l ~

    d Addit:om. Jur:nQ th0

    y0ar .

    1d

    iB Distr1buiions during lhe year . 1e

    Endi r.g balance, , . , .

    2 a [Y:d the organjzat1on include an arr.aunt on Forrn 990. Part X

    1

    ::ne 21? .

    aBoard designated or quasiendowment ,. %

    b Permanent endowrrnmt

    ..

    [ ]Yes

    Amount

  • 8/11/2019 utla 990 2011

    15/23

    Schedule D (Form

    990).

    2011

    UNITED TEACHERS LOS. ANGELES

    95-2635019

    [firt VU

    jlnvestmeots= ther

    e c u r i t i e ~ :

    .. e e Form 990,. Part

    X,

    line 12.

    N/A

    (a) Descript:on of

    security

    or (;,:lkigcry I (b) Book value 1 {c) Method of v a l u a t i o n ~

    (includinQ name

    of

    si::cutily .

    -;____ , _ ; ; ; . C . ; . o : ~ ; t . . c . . o r

    endOf=lem

    marl,et > r : i l u ~

    (1) F:nanciai derivatives

    - ~ - - - - - - - +

    (2) C oseiy-heid equ1 y interests

    (3) Other - -

    _ _ _ _

    - _ _ _ _ _ _ _

    -

    __

    -

    _ _ _ _ _ _ _

    - - - - - - - - + - ~ -

    J ~ - - - - -

    -

    -

    ~ - -

    - - - - - - - - - --- -

    - i - - - - ~ - - - i - - - - - - - - - - - - - - - - - - - - - -

    J.BJ. _ - - ......

    -

    - - - - - - -

    --

    --

    ...

    - -- - - - - -

    - - ~ - - - - - - - 1 - - - - - - - - - ~ - - - - - - - - -

    _ g

    _

    -

    -

    ~

    - - - - - -

    ...

    - - - -

    --

    -

    ... -

    - - - -

    - i - - - - - - - - - - - t - - - - ~ - - - - - - - - - - - - - -

    J.DJ.

    ___ ._ -

    - -

    - - - - - - -

    ......

    -- - - - - - - - -

    ..........

    J.EJ.._

    - - - - -- - -

    .......

    -

    ..

    - - -

    -

    - ---- - - - - -- -

    { ~ ~

    ---

    --

    -------------------

    -i -1

    1 ~ 1 = = = = = = = = = = ~ = = = = = = = = = = = = = = = - ~ - ~ : :

    _::

    ~ ~

    o+al-

    ({;iJ7,,-,;;;n(t;:},;;(? .r;i far-;;

    99,)-P,;,rtX o1 :;,;; (B)i,;;;, i i ~ J . - ~ r - - - - - - - - : . . . . . . . _ ___ ..... ..___ : - , , , - - - - - - - ~ - - . _ , . . . . . , - - - . . -

    (h:

    YUi nvestments-.

    Program R e l a t e d , . ; _ S _ e _ e . . , . . . . F _ o _ r _ m _ 9 _ 9 _ 0 ~ ,

    _P_a_ri_X_._ i_n_e_1_3_,

    ~ N _ / _ A __________

    (a)

    Description of investment type (b) Book value c) Method of valuation:.

    - - - - - -- - - - - -- - - - - - -- - -+ - - - - - - - -+ - - - - - -G c _ s - t

    - . . . r _ ; ; , . . ~ r - = - i d f i l M i market v::ilu0

    - ~ . < . . J ' ,

    ___________ ,________ ,.....

    ___________

    _

    (2)

    3)

    {4)

    t 5 L - - - - - - - - - - - - - - - - - - , . . . . . . . . . - - - - - ~ - ~ + - - - - - - - - - - - - - - - - ~ - - - - ~

    . . . J ~ i - - - - - ~ - - - - - - - - - - - - - J r - - - - - - - - - - - + - - - - - - - - - - - - - - - - - - - - - -

    OOL -+-- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

    fotaL

    tCo i1.mn (1J>mus.'

    e1:11 11 form 'Jf/'9

    P:ut

    e

  • 8/11/2019 utla 990 2011

    16/23

    Sch0ctuleDiFom1o/.:l0/2011 UNITED

    TEACHERS LOS ANGELES 95-26]5019

    P a n < ~ 4

    [ E ~ r t XJ ~ ~ ~ c i l i a t i o n nf Change_[n

    N.etAssets

    from Form

    990

    to

    Auditeg_Financ al

    S t a t e r n ~ n ~ - - - - - - . - . . . . . . . . . - ~ - - -

    1 Total revenue (Form 990, Part V ll, column(,

  • 8/11/2019 utla 990 2011

    17/23

    ScheduleD Form990)2011

    UNITED TEACHERS

    LOS

    ANGELE S

    95 2635019 p,;ige5

  • 8/11/2019 utla 990 2011

    18/23

    2011

    Schedule D Part XIV - Supplemental Information

    Page6

    UNITED TEACHERS LOS ANGELES

    Schedule

    D

    Part XI, Line

    8

    Other Changes In Net Assets Or Fund Balances

    UTLA PACE

    Issues net revenues ...............

    .

    Schedule

    D

    Part XII, Line 2d

    Other Revenue Included In FIS

    But

    Not Included On Form 990

    Affi l ia te dues paid

    Management

    fees

    ..... .

    Schedule

    D

    Part XII, Line 4b

    Other

    Revenue Included On Form 990

    But Not

    Included In

    FIS

    Advertising

    revenue

    PACE

    Issues

    income ...

    Schedule

    D

    Part XIII,

    l ine

    2d

    Other Expenses

    And

    Losses Per Audited FIS

    Advert ising revenue ............ .

    95-2635019

    . .... +$ 024.

    Total

    -2 024.

    -27 784 738.

    ....

    -45 831.

    Total

    -27

    1

    830 569.

    365 618.

    220 810.

    Total 586 428.

    '===--===== '=====

    ..._s _3 ...

    6 S

    1

    6 ~

    Total f

    -365 619.

  • 8/11/2019 utla 990 2011

    19/23

    SCHEDULE J

    (Form

    990

    D e ~ E i d : n e n l

    of the Treasury

    lnle T?ctt :=tevenue

    ~ i t ' i V l f . C :

    Compensation Information

    For certain Officers, Directors, Trustees, Key Employees, and Highest

    Compensated Employees

    ... Complete if the organization answered 'Yes' to Form 990, Part IV, line 23.

    ... Attach to Form 990.

    ...

    See separate instructions.

    2011

    Open to Public

    Inspection

    Employer identification number

    UNITED

    TEACHERS

    LOS ANGEI BS

    Pa_rt l_]_g_ .Jestions

    Rcgatdlng

    Compensation

    95-:-2635019

    a

    Check the appropr:ate t;ox(es) 1f

    ti1e organ1za\1or1

    prcvided any of the foiiow:ng to

    or

    for a person listed in f:orrn 990, Pad

    VII,

    Section

    f\, ine la. Cornpiete

    Part

    l I

    to

    provide any reievant 1nfom1:::t on regarding 1hese items.

    " ~ - , F i r s t - c l a s s

    or

    charter travei

    : Trave t r c o m p a n i o n ~ ;

    Tax :ndernnitication, and

    gross-up

    payments

    l

    D1;;cre11onary speriG:n\J

    account

    R

    ousing allowance or residence

    ior

    persona use

    ; F\3yments

    fot

    t J u s i n e s ~ ; use

    of

    personal residence

    B: Healtr:

    or

    social

    ciub

    dues

    or

    initi;::t on fees

    : i - r c ~ < : n 1 ' . l '

    ::-,.;

    +-

    h\

    [_

    f

    e

    .c.

    nal

    t:. ,

    1cts

    (e .g,,

    rr:,,i-:,

    chauf, '"ur,

  • 8/11/2019 utla 990 2011

    20/23

    Scneduie J {Form :Nm

    2011

    UNITED TEACHERS LOS ANGELES

    95-2635019

    Fi - - . - .

    I

    6

    ,:r----------1--------------------- -------------------------------------------

    I

    Ciil

    ~ - ~ - - - - ... - - - - - - - - ---- - - -- - - - - _- - - - - - - ...... - - - - - - - - - - - - -1- -

    -----

    --- ...

    -----

    .

    : - - - - - - - - - - ~ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ~ - - - - - - - - - - - - - - - - - - - - 1 - - - - - - - - - - -

    l( i)

    - I - . I --------

    :: ;

    --::------------1---- : : ~ ---- --::f ::: :::::: ~ ~ ~ :

    ==

    --=

    =

    ~ - - - - - - Q i > I . .

  • 8/11/2019 utla 990 2011

    21/23

    cheduleJ :"

  • 8/11/2019 utla 990 2011

    22/23

    SCHEDULER

    (Form 990)

    : J ~ : ; . . ; n ; ; ; f : : ~ ~ ~ d

    ~ : - . e - f ~ ~ 3 : : - U ~ ~ {

    l ~ r : ' - : T 1 a : R2 . [ 1 . g : e } ~ i ~

    ~ [ J g

    [

    Jl::

    [7]

    ==

    =

    ==

    =

    state/ local

    27-0395102

    candidates CA

    527

    ~ / A

    No

    x

    J ~ . . 9 } - _ t ~ g _ r ~ e ~ i i . = E ~

    . J . g ~

    _ h f < J . e J ~ ~ - J ~ r ; . _ E __

    Poli t ical

    ..

    3303

    Wilshire

    Blvd ac t iv i ty to

    =

    =

    . Q ~ ~ ( i e } ~ ~ =

    ~ [ J Q Q ) ] : : [ 7 } l i = = ~ = =

    =

    support

    95-4813080

    candidates

    CA

    527

    N/A

    No x

    .(3) UTLA PACE Federal

    ...

    ..

    Poli t ical

    I

    .

    i

    :

    - -3303-wflsh. i re-B"iVa-- - - - -

    - -

    -

    activi ty to

    == 1 9 ~

    } ~ < i e } ~ i . , = ~ . [ 2 : Q t f 1 : 9 : f i . 9 ~ = = = = = =

    support

    fed

    91-2062985

    prams

    CA

    527

    N/A

    No

    x

    J12

    f . 1 = i t ~ ~

    _ T . = ~ ' = - h ~ f ~ J ' . t l . C i i . t : , 9 . l l ~ ~

    .f9t.'L

    _

    ...

    3303

    Wilshire

    Blvd

    Educational

    =

    : z . 9 ~

    ~ g q e } ~ ~ ' = f . [ } Q [ 1 ] : ) ] 1 = = :

    ===

    t raining Private

    95-4267050

    proqrams CA 50l(C)3

    foundation

    l

    Yes

    x

    BAA For Paperwork Reduction

    Act

    Notice, see the Instructions for Fonn 990.

    TEEA5001 L

    09108111

    Schedule R (Form 990) 2011

  • 8/11/2019 utla 990 2011

    23/23

    S h ~ d u l e R tFwrn

    S'SO) 2011

    UNITED TEACHERS LOS

    ANGELES

    95-2

    635019

    Par;it: 2

    I

    Part 111 J

    dentification

    of Related

    Otganlzafions

    Taxable as a Partnership (Complete

    if

    the orgarnzalion answered 'Yes' to Form 990, Part IV, line 34

    - . - . - .

    .

    a)

    b) j (c)

    d)

    e)

    (f) (g)

    I

    i s ~ p o r

    (i) (j)

    (k)

    Name. address,

    and

    EIN of

    Primary act1v1ty

    Legal

    Direct

    Predominant

    Share of total Share of Code V-UBI General or

    Percentage

    related organizat:on

    domicile controlling entity mcorne (related, income

    end-of-year

    tionate

    amount

    in box

    managing

    ownership

    (state

    or

    unrelated,

    exciuaed

    assets

    I i o c a i o n s ~

    20 of Schedule

    partner?

    foreign

    from tax

    under

    K-1

    country)

    sections 512-514

    I

    Yes

    No

    (Form 1065}

    Yes No

    _ _

    .....

    ..

    ..

    J

    1

    1

    w--

    mm--

    -

    I

    - -

    ............... -

    I

    l

    - .w. mm,_

    l

    ...

    J22 _ . w ww - - - w - mm>

    :

    - - -m -- -- ----- .J

    m mm

    mm-

    w.wmm_

    J

    I

    '

    .

    .....

    . ..

    -------

    ........ ....

    J.32. - - - - - - - -

    - - .

    - ............. ........ -

    I

    .

    - ~ T r > ~

    .

    . . . . . . . . . . . . . . . ~

    I

    I

    I

    Part

    IV j

    dentification

    of Related

    Organizations

    Taxable as a

    Corporation

    or Trust (Complete if the oiganization answered 'Yes' to Form 990, Part IV,

    line 34 because it had one or more related or anizations treated as a corporatton or trust dur inqJhe tax vear.) ....

    a)

    (b)

    c)

    (d)

    e)

    (f) (g) {h)

    Name. address. and EIN

    of

    related organization

    I

    Primary

    activity Legal domicile Direct

    Type of entity

    Share

    of

    tolal income

    Share of end-of-year Percentage

    i (state or foreign controll ing entity (C corp, S corp, assets owne:sh1p

    I

    country) or trust)

    . i

    I

    ; ~ = = ~ = = = = = = = = = = = = = = = = = ~ : - = = = = = - - = = = ~ = ~ ~ ~

    --- - -1---

    121_

    -----

    ~

    ---

    m- - - -mm - -

    ------------------------------

    ~

    ------------------------------

    I

    BAA

    TEEA50C2l. 5 1 2 ~ 1 1 1

    Schedule R

    (Form

    990) 2011