District 10: LM-3, LM-4, 990, 990-N, and 990-EZ form Workshop- Feb 22


A series of regional workshops have been scheduled by the USW International Auditors for the preparation and filing of LM-3, LM-4, 990, 990-N, and 990-EZ forms.  If you are an LM-2 filer (annual receipts greater than $250,000 and any Locals who were on strike in 2023), you will be notified at a later date for your seminar.

 ALL Locals will be required to file their LM reports electronically.  Due to changes in these forms, we strongly urge all Locals to send at least one representative (Financial Secretary) to one of these seminars.  If your Local was cancelled/merged, it is still your responsibility to file these terminal reports.

If you are the Financial Secretary of an amalgamated Local and you had units amalgamated into the parent Local, it is the responsibility of the parent Local to make sure all of the terminal reports have been filed. 

The workshop schedule is as follows:

  1. Monday, February 12, 2024 USW International Headquarters- 60 Boulevard of the Allies, 2nd Floor Pittsburgh, PA 15222
  2. Tuesday, February 13, 2024 USW International Headquarters- 60 Boulevard of the Allies, 2nd Floor Pittsburgh, PA 15222
  3. Wednesday, February 14, 2024 Local Union Hall 1016- 107 Broadway Avenue, Wheatland, PA 16121
  4. Thursday, February 22, 2024 Local 15253 Union Hall- 315-317 North Washington Street, Wilkes-Barre, PA 18705 (Parking in Rear)
  5. Friday, February 23, 2024 Local 1688 Union Hall- 200 Gibson Street, Steelton, PA 17113
  6. Monday, February 26, 2024 Local 2599 Union Hall- 53 East Lehigh Street, Bethlehem, PA 1808

Registration will be at 8:30 AM and the workshops will begin at 9:00 AM.  Lunch will be provided. THERE IS NO FEE FOR THIS SEMINAR.  Completed registration forms should be received at the Forest Hills office no later than Wednesday, January 31, 2024

Local Unions will be responsible for any lost time, travel, and/or expenses, and room reservations for overnight stays, if necessary.

It is essential that a representative of your Local Union attend one of the workshops.  Enclosed is a list of required materials that your representative will need to bring with them to the workshop.  These classes will be the only opportunity that the Auditors will be available to assist each Local in preparing the reports

Click here for the call letter, registration form and list of required materials