Budgeting for the New Year!

Challenging times will always test your resilience to remain unified and strong as labor leaders. This year will certainly test our patience and resilience regarding the various contractual antics the Postal Service will ultimately pursue, and staying steadfast to “A Strong Union, A Strong Future” is more important than ever. Just like in our personal lives, when we make plans and budget for the new year, local, and state officials should do the same for their organization. When planning for the new year, along with the other state conferences and conventions, please plan for the following events in your budget:

1. March 2025 (Date TBD) Virtual Department of Labor Labor-Management Report Training

Due Date! March 31, 2025 is the deadline to electronically file Department of Labor (DOL) Labor-Management (LM) reports and May 15, 2025 is the deadline to electrically file IRS 990 reports if your fiscal year ended Dec. 31, 2024. Learn how to file these reports in a training scheduled (date TBD) in March 2025.

2. April 8-April 10, 2025, Secretary-Treasurer’s Training, Miami, FL

(Local officers will be able to register for QuickBooks Beginners, QuickBooks Advanced, and Officer’s Fiduciary Responsibilities Training.) The Secretary-Treasurer’s Department strongly advises elected officers, specifically local presidents and treasurers, to attend at least one training session a year.

3. Oct. 3-Oct. 5, 2025, Secretary-Treasurer’s Training (All-Craft), Las Vegas, NV

4. Oct. 6-Oct. 8, 2025, All Craft Conferences, Las Vegas, NV

In addition to the various in-person training events and assisting new and current local and state officers in complying with the DOL and IRS legal requirements, the Secretary-Treasurer’s Department will continue to provide various virtual fiduciary training opportunities for officers to attend.

• New Officers’ Training & Responsibilities
• Labor-Management Reporting
• Local Union Elections
• Department of Labor & IRS Requirements and Audits
• Travel & Expenses Policy
• Recording-Secretary Duties
• Committee on Political Action (COPA) Funds
• Trustee Training
• Budgeting
• Tax-Exempt Status
• Local Constitutions
• Compensation for Union Officers and Members
• Union Policies and Procedures
• Dues Checkoff (DCO) Training

The Secretary-Treasurer’s Department will continue to verify that local and state affiliates are in compliance with Article 16 of the National Constitution. APWU locals who fail to abide by the regulations may have their DCO dues withheld until they comply or provide an explanation for non-compliance. Local and state officers are required to provide verification that they have complied with DOL and IRS filings and the APWU Constitution by providing a copy of their DOL reports and IRS Forms 990 to the Secretary-Treasurer’s Department after they have been electronically submitted. Also, maintaining sufficient bonding coverage in addition to the $5,000 bond provided to all APWU locals by the national union is required.

• *APWU Scholarships – High school seniors who are the children or grandchildren of current, retired, or deceased APWU members are welcome to apply. The deadline to apply is May 31, 2025.
• **APWU Disaster/Hardship Fund – APWU Disaster/ Hardship Fund coordinates with the Postal Employee’s Relief Fund (PERF). After you receive a decision from the PERF, you are required to submit that decision to the APWU Disaster/Hardship Fund to complete your application for aid. Applications for PERF and APWU Disaster/ Hardship Fund can be obtained on the APWU website. ■