ATU 757 2013 LM-2

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Printable View U.S. Department of Labor Office of Labor-Management Standards Washington, DC 20210 FORM LM-2 LABOR ORGANIZATION ANNUAL REPORT Form Approved Office of Management and Budget No. 1245-0003 Expires: 08-31-2016 MUST BE USED BY LABOR ORGANIZATIONS WITH $250,000 OR MORE IN TOTAL ANNUAL RECEIPTS AND LABOR ORGANIZATIONS IN TRUSTEESHIP This report is mandatory under P.L. 86-257, as amended.  Failure to comply may result in criminal prosecution, fines, or civil penalties as provided by 29 U.S.C. 439 or 440. READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT. For Official Use Only 1. FILE NUMBER 001-158 2. PERIOD COVERED From 07/01/2012 Through 06/30/2013 3. (a) AMENDED - Is this an amended report: No (b) HARDSHIP - Filed under the hardship procedures: No (c) TERMINAL - This is a terminal report: No 4. AFFILIATION OR ORGANIZATION NAME TRANSIT UNION AFL-CIO 5. DESIGNATION (Local, Lodge, etc.) LOCAL DIVISION 6. DESIGNATION NBR 757 7. UNIT NAME (if any) 8. MAILING ADDRESS (Type or print in capital letters) First Name MARY Last Name LONGORIA P.O Box - Building and Room Number Number and Street 1801 N E COUCH ST City PORTLAND State OR ZIP Code + 4 972323054 9. Are your organization's records kept at its mailing address? Yes Each of the undersigned, duly authorized officers of the above labor organization, declares, under penalty of perjury and other applicable penalties of law, that all of the information submitted in this report (including information contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned individual's knowledge and belief, true, correct and complete (See Section V on penalties in the instructions.) 70. SIGNED: Bruce Hansen PRESIDENT 71. SIGNED: Mary A Longoria TREASURER Date: Sep 28, 2013 Telephone Number: 503-232-9144 Date: Sep 28, 2013 Telephone Number: 503-232-9144 Form LM-2 (Revised 2010) ITEMS 10 THROUGH 21 FILE NUMBER: 001-158 10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries? Yes 11(a). During the reporting period did the labor organization have a political action committee (PAC) fund? Yes 11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions? No 12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative? Yes 13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.) No 14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds? $1,000,000 15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale? No 16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period? No 17. Did the labor organization have any contingent liabilities at the end of the reporting period? No 18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions? No 19. What is the date of the labor organization's next regular election of officers? 06/2015 20. How many members did the labor organization have at the end of the reporting period? 4,527 21. What are the labor organization's rates of dues and fees? Rates of Dues and Fees Dues/Fees Amount   Unit Minimum Maximum (a) Regular Dues/Fees By Property per Monthly $3.58 $65.00 (b) Working Dues/Fees N/A per N/A N/A N/A (c) Initiation Fees By Property per Monthly $75.00 $225.00 (d) Transfer Fees N/A per N/A N/A N/A (e) Work Permits N/A per N/A N/A N/A Form LM-2 (Revised 2010) STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 001-158 ASSETS ASSETS Schedule Number Start of Reporting Period (A) End of Reporting Period (B) 22. Cash   $27,229 $232,261 23. Accounts Receivable 1 $0 24. Loans Receivable 2 25. U.S. Treasury Securities   $0 $0 26. Investments 5 $50,859 $56,313 27. Fixed Assets 6 $253,528 $233,448 28. Other Assets 7 29. TOTAL ASSETS   $331,616 $522,022 LIABILITIES LIABILITIES Schedule Number Start of Reporting Period (A) End of Reporting Period (B) 30. Accounts Payable 8 $0 31. Loans Payable 9 $3,741 $2,489 32. Mortgages Payable   $0 $0 33. Other Liabilities 10 34. TOTAL LIABILITIES   $3,741 $2,489 35. NET ASSETS $327,875 $519,533 Form LM-2 (Revised 2010) STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 001-158 CASH RECEIPTS SCH AMOUNT 36. Dues and Agency Fees   $2,363,405 37. Per Capita Tax   $0 38. Fees, Fines, Assessments, Work Permits   $304,700 39. Sale of Supplies   $0 40. Interest   $5,783 41. Dividends   $0 42. Rents   $0 43. Sale of Investments and Fixed Assets 3 44. Loans Obtained 9 $0 45. Repayments of Loans Made 2 46. On Behalf of Affiliates for Transmittal to Them   $0 47. From Members for Disbursement on Their Behalf   $0 48. Other Receipts 14 $72,357 49. TOTAL RECEIPTS   $2,746,245 CASH DISBURSEMENTS SCH AMOUNT 50. Representational Activities 15 $719,597 51. Political Activities and Lobbying 16 $128,685 52. Contributions, Gifts, and Grants 17 $1,100 53. General Overhead 18 $260,349 54. Union Administration 19 $598,368 55. Benefits 20 $137,413 56. Per Capita Tax   $597,610 57. Strike Benefits   $0 58. Fees, Fines, Assessments, etc.   $0 59. Supplies for Resale   $0 60. Purchase of Investments and Fixed Assets 4 $5,454 61. Loans Made 2 62. Repayment of Loans Obtained 9 $1,252 63. To Affiliates of Funds Collected on Their Behalf   $0 64. On Behalf of Individual Members   $0 65. Direct Taxes   $95,561    66. Subtotal   $2,545,389 67. Withholding Taxes and Payroll Deductions       67a. Total Withheld $252,280       67b. Less Total Disbursed $248,104       67c. Total Withheld But Not Disbursed   $4,176 68. TOTAL DISBURSEMENTS   $2,541,213 Form LM-2 (Revised 2010) SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 001-158 Entity or Individual Name (A) Total Account Receivable (B) 90-180 Days Past Due (C) 180+ Days Past Due (D) Liquidated Account Receivable (E) Total of all itemized accounts receivable $0 $0 $0 $0 Totals from all other accounts receivable         Totals(Total of Column (B) will be automatically entered in Item 23, Column(B)) $0 $0 $0 $0 Form LM-2 (Revised 2010) SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 001-158 List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regarless of amount. (A) Loans Outstanding at Start of Period (B) Loans Made During Period (C) Repayments Received During Period Cash (D)(1) Other Than Cash (D)(2) Loans Outstanding at End of Period (E) Total of loans not listed above           Total of all lines above $0 $0 $0 $0 $0 Totals will be automatically entered in... Item 24 Column (A) Item 61 Item 45 Item 69 with Explanation Item 24 Column (B) Form LM-2 (Revised 2010) SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 001-158 Description (if land or buildings give location) (A) Cost (B) Book Value (C) Gross Sales Price (D) Amount Received (E) Total of all lines above $0 $0 $0 $0 Less Reinvestments   (The total from Net Sales Line will be automatically entered in Item 43) Net Sales   Form LM-2 (Revised 2010) SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 001-158 Description (if land or buildings, give location) (A) Cost (B) Book Value (C) Cash Paid (D) Total of all lines above $5,454 $5,454 $5,454 REINVESTED INVESTMENT INCOME $5,454 $5,454 $5,454   Less Reinvestments $0 (The total from Net Purchases Line will be automatically entered in Item 60.) Net Purchases $5,454 Form LM-2 (Revised 2010) SCHEDULE 5 - INVESTMENTS FILE NUMBER: 001-158 Description (A) Amount (B) Marketable Securities   A. Total Cost $31,534 B. Total Book Value $56,313 C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.    Philip Morris Int'l, Inc $17,324 Altria Group $6,998 Microsoft Corp $6,909 De Master Blender $4,794 Mondelez Int'l Inc Com $3,937 Other Investments   D. Total Cost E. Total Book Value F. List each other investment which has a book value over $5,000 and exceeds 5% of Line E.  Also, list each subsidiary for which separate reports are attached.    G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $56,313 Form LM-2 (Revised 2010) SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 001-158 Description (A) Cost or Other Basis (B) Total Depreciation or Amount Expensed (C) Book Value (D) Value (E) A. Land (give location)         Land  1 :      1801 NE COUCH ST/PORTLAND, OR 97232-3054 $52,534   $52,534 $298,288 B. Buildings (give location)         Building  1 :      1801 NE COUCH ST/PORTLAND, OR 97232-3054 $434,273 $261,838 $172,435 $472,482 C. Automobiles and Other Vehicles $67,436 $67,411 $25 $3,000 D. Office Furniture and Equipment $112,148 $103,694 $8,454 $5,000 E. Other Fixed Assets F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $666,391 $432,943 $233,448 $778,770 Form LM-2 (Revised 2003) SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 001-158 Description (A) Book Value (B) Total (Total will be automatically entered in Item 28, Column(B)) $0 Form LM-2 (Revised 2010) SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 001-158 Entity or Individual Name (A) Total Account Payable (B) 90-180 Days Past Due (C) 180+ Days Past Due (D) Liquidated Account Payable (E) Total for all itemized accounts payable $0 $0 $0 $0 Total from all other accounts payable $0 $0 $0 $0 Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $0 $0 $0 $0 Form LM-2 (Revised 2010) SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 001-158 Source of Loans Payable at Any Time During the Reporting Period (A) Loans Owed at Start of Period (B) Loans Obtained During Period (C) Repayment During Period Cash (D)(1) Repayment During Period Other Than Cash (D)(2) Loans Owed at End of Period (E) Total Loans Payable $3,741 $0 $1,252 $0 $2,489 Totals will be automatically entered in... Item 31 Column (C) Item 44 Item 62 Item 69 with Explanation Item 31 Column (D) BANK OF AMERICA CREDIT CARDS-NET ACTIVITY $3,740 $0 $1,252 $0 $2,488 NEGATIVE BALANCE RECEIVABLE $1 $0 $0 $0 $1 Form LM-2 (Revised 2010) SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 001-158 Description (A) Amount at End of Period (B) Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $0 Form LM-2 (Revised 2010) SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 001-158 (A) Name (B) Title (C) Status (D) Gross Salary Disbursements (before any deductions) (E) Allowances Disbursed (F) Disbursements for Official Business (G) Other Disbursements not reported in (D) through (F) (H) TOTAL A B C Hansen,  Bruce   M President N $112,139 $6,123 $118,262 I Schedule 15 Representational Activities 65 % Schedule 16 Political Activities and Lobbying 25 % Schedule 17 Contributions 0 % Schedule 18 General Overhead Schedule 19 Administration 10 % A B C Hunt,  Jonathan   J Vice President N $118,944 $6,863 $125,807 I Schedule 15 Representational Activities 65 % Schedule 16 Political Activities and Lobbying 15 % Schedule 17 Contributions 0 % Schedule 18 General Overhead Schedule 19 Administration 20 % A B C Longoria,  Mary   A Financial Secretary-Treas N $107,554 $5,855 $113,409 I Schedule 15 Representational Activities 2 % Schedule 16 Political Activities and Lobbying 4 % Schedule 17 Contributions 0 % Schedule 18 General Overhead Schedule 19 Administration 94 % A B C Ackerson,  Jeffery   D Executive Board Officer C $9,356 $9,356 I Schedule 15 Representational Activities 42 % Schedule 16 Political Activities and Lobbying 0 % Schedule 17 Contributions 0 % Schedule 18 General Overhead Schedule 19 Administration 58 % A B C Block,  Shirley   A Executive Board Officer N $10,718 $10,718 I Schedule 15 Representational Activities 22 % Schedule 16 Political Activities and Lobbying Schedule 17 Contributions 0 % Schedule 18 General Overhead Schedule 19 Administration 78 % A B C Faddis,  Carl   Executive Board Officer C $17,304 $2,727 $20,031 I Schedule 15 Representational Activities 8 % Schedule 16 Political Activities and Lobbying 2 % Schedule 17 Contributions 0 % Schedule 18 General Overhead Schedule 19 Administration 90 % A B C Guengerich,  Sandra   L Executive Board Officer C $10,905 $10,905 I Schedule 15 Representational Activities 40 % Schedule 16 Political Activities and Lobbying Schedule 17 Contributions 0 % Schedule 18 General Overhead Schedule 19 Administration 60 % A B C Howard,  Terrence   L Executive Board Officer C $5,581 $5,581 I Schedule 15 Representational Activities 20 % Schedule 16 Political Activities and Lobbying Schedule 17 Contributions 0 % Schedule 18 General Overhead Schedule 19 Administration 80 % A B C Jenkerson,  Shayne   L Executive Board Officer N $6,842 $6,842 I Schedule 15 Representational Activities 20 % Schedule 16 Political Activities and Lobbying Schedule 17 Contributions 0 % Schedule 18 General Overhead Schedule 19 Administration 80 % A B C Kay,  David   R Executive Board Officer C $10,283 $371 $10,654 I Schedule 15 Representational Activities 25 % Schedule 16 Political Activities and Lobbying Schedule 17 Contributions 0 % Schedule 18 General Overhead Schedule 19 Administration 75 % A B C Kinoshita,  Kevin   K Executive Board Officer C $9,322 $9,322 I Schedule 15 Representational Activities 20 % Schedule 16 Political Activities and Lobbying Schedule 17 Contributions 0 % Schedule 18 General Overhead Schedule 19 Administration 80 % A B C Martin,  Daniel   L Executive Board Officer N $6,498 $6,498 I Schedule 15 Representational Activities 30 % Schedule 16 Political Activities and Lobbying Schedule 17 Contributions 0 % Schedule 18 General Overhead Schedule 19 Administration 70 % A B C Miller Scott,  M   Executive Board Officer N $13,842 $1,330 $15,172 I Schedule 15 Representational Activities 30 % Schedule 16 Political Activities and Lobbying 10 % Schedule 17 Contributions 0 % Schedule 18 General Overhead Schedule 19 Administration 60 % A B C Richins,  Ken   A Executive Board Officer C $12,306 $712 $13,018 I Schedule 15 Representational Activities 30 % Schedule 16 Political Activities and Lobbying Schedule 17 Contributions 0 % Schedule 18 General Overhead Schedule 19 Administration 70 % A B C Ruffin III,  Joe   Executive Board Officer C $10,108 $839 $10,947 I Schedule 15 Representational Activities 30 % Schedule 16 Political Activities and Lobbying Schedule 17 Contributions 0 % Schedule 18 General Overhead Schedule 19 Administration 70 % A B C Ruiz Jr.,  Thomas   D Executive Board Officer C $10,562 $10,562 I Schedule 15 Representational Activities 30 % Schedule 16 Political Activities and Lobbying Schedule 17 Contributions 0 % Schedule 18 General Overhead Schedule 19 Administration 70 % A B C Tompte,  Anna   M Executive Board Officer C $7,967 $76 $8,043 I Schedule 15 Representational Activities 15 % Schedule 16 Political Activities and Lobbying Schedule 17 Contributions 0 % Schedule 18 General Overhead Schedule 19 Administration 85 % A B C Schwarz,  Sam   F Sick Payout/Retro Pay-VP P $11,998 $11,998 I Schedule 15 Representational Activities Schedule 16 Political Activities and Lobbying Schedule 17 Contributions 0 % Schedule 18 General Overhead Schedule 19 Administration 100 % A B C Farra,  Evette   D Retro Pay-Fin Sec P $5,608 $5,608 I Schedule 15 Representational Activities Schedule 16 Political Activities and Lobbying Schedule 17 Contributions 0 % Schedule 18 General Overhead Schedule 19 Administration 100 % A B C Jennings,  Roy   D Executive Board Officer P $1,094 $1,094 I Schedule 15 Representational Activities 25 % Schedule 16 Political Activities and Lobbying 50 % Schedule 17 Contributions 0 % Schedule 18 General Overhead Schedule 19 Administration 25 % A B C Alexander,  Khris   B Retro Pay-Past EBd P $673 $673 I Schedule 15 Representational Activities 25 % Schedule 16 Political Activities and Lobbying Schedule 17 Contributions 0 % Schedule 18 General Overhead Schedule 19 Administration 75 % A B C Duncan,  Bruce   H Retro Pay-Past EBd P $313 $313 I Schedule 15 Representational Activities 25 % Schedule 16 Political Activities and Lobbying Schedule 17 Contributions Schedule 18 General Overhead Schedule 19 Administration 75 % A B C Hunt,  Jeff   Retro Pay-Past EBd P $929 $929 I Schedule 15 Representational Activities 25 % Schedule 16 Political Activities and Lobbying Schedule 17 Contributions Schedule 18 General Overhead Schedule 19 Administration 75 % A B C Jennings,  Roy   D Retro Pay-Past EBd P $248 $248 I Schedule 15 Representational Activities 25 % Schedule 16 Political Activities and Lobbying Schedule 17 Contributions Schedule 18 General Overhead Schedule 19 Administration 75 % A B C Pasquali,  Brian   C Retro Pay-Past EBd P $143 $143 I Schedule 15 Representational Activities 25 % Schedule 16 Political Activities and Lobbying Schedule 17 Contributions Schedule 18 General Overhead Schedule 19 Administration 75 % Total Officer Disbursements $501,237 $0 $24,896 $0 $526,133 Less Deductions           Net Disbursements         $526,133 Form LM-2 (Revised 2010) SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 001-158 (A) Name (B) Title (C) Other Payer (D) Gross Salary Disbursements (before any deductions) (E) Allowances Disbursed (F) Disbursements for Official Business (G) Other Disbursements not reported in (D) through (F) (H) TOTAL A B C Archie,  Melissa   S Executive Secretary N/A $63,014 $63,014 I Schedule 15 Representational Activities Schedule 16 Political Activities and Lobbying Schedule 17 Contributions 0 % Schedule 18 General Overhead Schedule 19 Administration 100 % A B C Collins,  Denise   L Legal Assistant N/A $1,237 $1,237 I Schedule 15 Representational Activities Schedule 16 Political Activities and Lobbying Schedule 17 Contributions 0 % Schedule 18 General Overhead Schedule 19 Administration 100 % A B C Gomez,  Joanna   Receptionist/File Clerk N/A $1,247 $1,247 I Schedule 15 Representational Activities Schedule 16 Political Activities and Lobbying Schedule 17 Contributions 0 % Schedule 18 General Overhead Schedule 19 Administration 100 % A B C Heintzman,  Ronald   J Arbitration Consultant N/A $5,702 $5,702 I Schedule 15 Representational Activities 90 % Schedule 16 Political Activities and Lobbying Schedule 17 Contributions 0 % Schedule 18 General Overhead Schedule 19 Administration 10 % A B C Hunt,  Catherine   G Research & Info Coord'r N/A $66,918 $66,918 I Schedule 15 Representational Activities Schedule 16 Political Activities and Lobbying Schedule 17 Contributions 0 % Schedule 18 General Overhead Schedule 19 Administration 100 % A B C Stoner,  Susan   L Attorney N/A $107,582 $107,582 I Schedule 15 Representational Activities 90 % Schedule 16 Political Activities and Lobbying Schedule 17 Contributions 0 % Schedule 18 General Overhead Schedule 19 Administration 10 % A B C Taylor-Stutz,  Debra   J Adminstrative Secretary N/A $61,048 $61,048 I Schedule 15 Representational Activities Schedule 16 Political Activities and Lobbying Schedule 17 Contributions 0 % Schedule 18 General Overhead Schedule 19 Administration 100 % TOTALS RECEIVED BY EMPLOYEES MAKING LESS THAN $10000 $94,767 $2,152 $96,919 I Schedule 15 Representational Activities 25 % Schedule 16 Political Activities and Lobbying Schedule 17 Contributions 0 % Schedule 18 General Overhead Schedule 19 Administration 75 % Total Employee Disbursements $401,515 $0 $2,152 $0 $403,667 Less Deductions           Net Disbursements         $403,667 Form LM-2 (Revised 2010) SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 001-158 Category of Membership (A) Number (B) Voting Eligibility (C) Members (Total of all lines above) 4,527   Agency Fee Payers* 10 Total Members/Fee Payers 4,537   *Agency Fee Payers are not considered members of the labor organization. Active Members 3,603 Yes Retired Members before 1993 9 Yes Retired Members after 1992 896 Yes 50 yr. Retired Members before 1993 15 Yes 50 yr. Retired Members after 1992 4 Yes Military Leave of Absence 0 Yes Form LM-2 (Revised 2010) DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 001-158 SCHEDULE 14   OTHER RECEIPTS 1. Named Payer Itemized Receipts $54,513 2. Named Payer Non-itemized Receipts $10,300 3. All Other Receipts $7,544 4. Total Receipts $72,357             SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS 1. Named Payee Itemized Disbursements $0 2. Named Payee Non-itemized Disbursements $0 3. To Officers $0 4. To Employees $0 5. All Other Disbursements $1,100 6. Total Disbursements $1,100 SCHEDULE 15   REPRESENTATIONAL ACTIVITIES 1. Named Payee Itemized Disbursements $222,958 2. Named Payee Non-itemized Disbursements $101,210 3. To Officers $199,092 4. To Employees $126,186 5. All Other Disbursements $70,151 6. Total Disbursements $719,597 SCHEDULE 18   GENERAL OVERHEAD 1. Named Payee Itemized Disbursements $56,038 2. Named Payee Non-itemized Disbursements $134,739 3. To Officers $0 4. To Employees $0 5. All Other Disbursements $69,572 6. Total Disbursements $260,349 SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING 1. Named Payee Itemized Disbursements $33,200 2. Named Payee Non-itemized Disbursements $37,000 3. To Officers $55,438 4. To Employees $0 5. All Other Disbursements $3,047 6. Total Disbursement $128,685 SCHEDULE 19   UNION ADMINISTRATION 1. Named Payee Itemized Disbursements $11,997 2. Named Payee Non-itemized Disbursements $7,820 3. To Officers $271,604 4. To Employees $277,481 5. All Other Disbursements $29,466 6. Total Disbursements $598,368 Form LM-2 (Revised 2010) SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 001-158 Name and Address (A) Tri-Met Employee Recreation Fund 1800 SW Harrison St Portland OR 97201 Type or Classification (B) To Reimburse for Member Recreation Expenditures Purpose (C) Date (D) Amount (E) Total Itemized Transactions with this Payee/Payer $17,642 Total Non-Itemized Transactions with this Payee/Payer $10,300 Total of All Transactions with this Payee/Payer for This Schedule $27,942 Reimburse for Summer Picnic 09/14/2012 $17,642 Name and Address (A) TriMet 1800 SW Harrison St Portland OR 97201 Type or Classification (B) Lawsuit Purpose (C) Date (D) Amount (E) Total Itemized Transactions with this Payee/Payer $26,750 Total Non-Itemized Transactions with this Payee/Payer   Total of All Transactions with this Payee/Payer for This Schedule $26,750 Decision on UP 56-09 02/07/2013 $26,750 Name and Address (A) TriMet Union Employees' Pension Plan 1800 SW Harrison St Portland OR 97201 Type or Classification (B) Reimbursed Convention Expense Purpose (C) Date (D) Amount (E) Total Itemized Transactions with this Payee/Payer $10,121 Total Non-Itemized Transactions with this Payee/Payer   Total of All Transactions with this Payee/Payer for This Schedule $10,121 Reimbursed Convention Expense 01/24/2013 $10,121 Form LM-2 (Revised 2010) SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 001-158 Name and Address (A) Bennett, Hartman, Morris & Kaplan, LLP 210 SW Morrison St. Suite # Portland OR 97204 Type or Classification (B) Attorney-Grievance Arbitration & Negotiations Purpose (C) Date (D) Amount (E) Total Itemized Transactions with this Payee/Payer $44,486 Total Non-Itemized Transactions with this Payee/Payer $10,518 Total of All Transactions with this Payee/Payer for This Schedule $55,004 Legal Expense 07/19/2012 $5,329 Legal Expense 03/05/2013 $12,441 Legal Expense 04/25/2013 $9,378 Legal Expense 05/22/2013 $17,338 Name and Address (A) Community Newspaper PO Box 22109 Portland OR 97269 Type or Classification (B) Advertising of Negotiations Issues Purpose (C) Date (D) Amount (E) Total Itemized Transactions with this Payee/Payer $6,074 Total Non-Itemized Transactions with this Payee/Payer $9,649 Total of All Transactions with this Payee/Payer for This Schedule $15,723 Advertising of Negotiations Issues 06/03/2013 $6,074 Name and Address (A) David Gaba 2600 2nd Avenue Seattle WA Type or Classification (B) Arbitrator Purpose (C) Date (D) Amount (E) Total Itemized Transactions with this Payee/Payer $8,914 Total Non-Itemized Transactions with this Payee/Payer   Total of All Transactions with this Payee/Payer for This Schedule $8,914 Arbitrator 03/14/2013 $8,914 Name and Address (A) Denise Collins 350 SW 7th St Gresham OR 97080 Type or Classification (B) Contract Legal Assistant Purpose (C) Date (D) Amount (E) Total Itemized Transactions with this Payee/Payer   Total Non-Itemized Transactions with this Payee/Payer $16,580 Total of All Transactions with this Payee/Payer for This Schedule $16,580 Name and Address (A) Gene Mechanic Attorney at Law 210 SW Morrison St. Suite 5 Portland OR 97204 Type or Classification (B) Attorney-Grievance Arbitration Purpose (C) Date (D) Amount (E) Total Itemized Transactions with this Payee/Payer $6,000 Total Non-Itemized Transactions with this Payee/Payer $6,187 Total of All Transactions with this Payee/Payer for This Schedule $12,187 Legal Expense 11/06/2012 $6,000 Name and Address (A) Giles Gibson Law, LLC/Justice at Work P.O. Box 4205 Portland OR Type or Classification (B) Attorney-Grievance Arbitration Purpose (C) Date (D) Amount (E) Total Itemized Transactions with this Payee/Payer $5,500 Total Non-Itemized Transactions with this Payee/Payer $4,000 Total of All Transactions with this Payee/Payer for This Schedule $9,500 Legal Expense 11/06/2012 $5,500 Name and Address (A) Law Office of Judy Snyder 1000 S.W. Broadway Suite 24 Portland OR 97205 Type or Classification (B) Attorney-Grievance Arbitration Purpose (C) Date (D) Amount (E) Total Itemized Transactions with this Payee/Payer $55,439 Total Non-Itemized Transactions with this Payee/Payer   Total of All Transactions with this Payee/Payer for This Schedule $55,439 Legal Expense 07/19/2012 $10,000 Legal Expense 08/07/2012 $8,000 Legal Expense 09/18/2012 $10,000 Legal Expense 10/09/2012 $10,000 Legal Expense 12/04/2012 $10,000 Legal Expense 01/04/2013 $7,439 Name and Address (A) Law Office of MJ Tedesco 14183 Taylors Crest Lane Lake Oswego OR 97035 Type or Classification (B) Attorney-Grievance Arbitration Purpose (C) Date (D) Amount (E) Total Itemized Transactions with this Payee/Payer $73,302 Total Non-Itemized Transactions with this Payee/Payer $8,287 Total of All Transactions with this Payee/Payer for This Schedule $81,589 Legal Expense 07/19/2012 $8,099 Legal Expense 08/29/2012 $10,000 Legal Expense 11/06/2012 $10,000 Legal Expense 12/04/2012 $10,000 Legal Expense 01/16/2013 $8,606 Legal Expense 03/05/2013 $16,449 Legal Expense 03/15/2013 $10,148 Name and Address (A) Michael E Cavanagh, J.D. 1004 Commercial Ave #369 Anacortes WA 98221 Type or Classification (B) Attorney-Grievance Arbitration Purpose (C) Date (D) Amount (E) Total Itemized Transactions with this Payee/Payer   Total Non-Itemized Transactions with this Payee/Payer $5,400 Total of All Transactions with this Payee/Payer for This Schedule $5,400 Name and Address (A) Richard Hofland P.O. Box 515 Yamhill OR Type or Classification (B) Attorney-Negotiations Purpose (C) Date (D) Amount (E) Total Itemized Transactions with this Payee/Payer   Total Non-Itemized Transactions with this Payee/Payer $6,338 Total of All Transactions with this Payee/Payer for This Schedule $6,338 Name and Address (A) Ron Heintzman P.O. Box 1194 Silverton OR Type or Classification (B) Arbitration Assistance Purpose (C) Date (D) Amount (E) Total Itemized Transactions with this Payee/Payer   Total Non-Itemized Transactions with this Payee/Payer $9,400 Total of All Transactions with this Payee/Payer for This Schedule $9,400 Name and Address (A) Ronald L. Miller PO Box 2483 Corvallis OR 97339 Type or Classification (B) Arbitrator Purpose (C) Date (D) Amount (E) Total Itemized Transactions with this Payee/Payer $8,393 Total Non-Itemized Transactions with this Payee/Payer   Total of All Transactions with this Payee/Payer for This Schedule $8,393 Arbitrator 08/31/2012 $8,393 Name and Address (A) The Skanner News Group PO Box 5455 Portland OR Type or Classification (B) Advertising of Negotiations Issues Purpose (C) Date (D) Amount (E) Total Itemized Transactions with this Payee/Payer   Total Non-Itemized Transactions with this Payee/Payer $9,480 Total of All Transactions with this Payee/Payer for This Schedule $9,480 Name and Address (A) Timothy G. Bickler 7935 SW 10th Ave Portland OR 97219 Type or Classification (B) Attorney-Grievance Arbitration & Negotiations Purpose (C) Date (D) Amount (E) Total Itemized Transactions with this Payee/Payer   Total Non-Itemized Transactions with this Payee/Payer $7,896 Total of All Transactions with this Payee/Payer for This Schedule $7,896 Name and Address (A) TransForm Communications 2935 SW 89th Avenue Portland OR 97225 Type or Classification (B) Advertising of Negotiations Issues Purpose (C) Date (D) Amount (E) Total Itemized Transactions with this Payee/Payer $14,850 Total Non-Itemized Transactions with this Payee/Payer $7,475 Total of All Transactions with this Payee/Payer for This Schedule $22,325 Advertising of Negotiations Issues 02/15/2013 $9,850 Advertising of Negotiations Issues 03/27/2013 $5,000 Form LM-2 (Revised 2010) SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 001-158 Name and Address (A) ATU 757 PAC 1304 Silverton OR 97381 Type or Classification (B) Member Contributions to the PAC Fund Purpose (C) Date (D) Amount (E) Total Itemized Transactions with this Payee/Payer $16,000 Total Non-Itemized Transactions with this Payee/Payer   Total of All Transactions with this Payee/Payer for This Schedule $16,000 Member Contributions to the PAC Fund 09/07/2012 $16,000 Name and Address (A) Markee & Associates, Inc. 5605 Inland Shores Way N#11 Keizer OR 97303 Type or Classification (B) Lobbyist Purpose (C) Date (D) Amount (E) Total Itemized Transactions with this Payee/Payer $17,200 Total Non-Itemized Transactions with this Payee/Payer $37,000 Total of All Transactions with this Payee/Payer for This Schedule $54,200 Lobbyist 09/12/2012 $8,600 Lobbyist 10/09/2012 $8,600 Form LM-2 (Revised 2010) SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 001-158 There was no data found for this schedule. SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 001-158 Name and Address (A) ABM Janitorial Services 1320 NE 63rr Street Portland OR 97213 Type or Classification (B) Janitorial Services Purpose (C) Date (D) Amount (E) Total Itemized Transactions with this Payee/Payer   Total Non-Itemized Transactions with this Payee/Payer $7,660 Total of All Transactions with this Payee/Payer for This Schedule $7,660 Name and Address (A) BNA Bloomberg 7814 Edison NJ 08818 Type or Classification (B) Labor Law Updates Purpose (C) Date (D) Amount (E) Total Itemized Transactions with this Payee/Payer $5,699 Total Non-Itemized Transactions with this Payee/Payer   Total of All Transactions with this Payee/Payer for This Schedule $5,699 Labor Law Books 06/05/2013 $5,699 Name and Address (A) Costco 7850 SW Dartmouth St. Tigard OR 97223 Type or Classification (B) Picnic Prizes Purpose (C) Date (D) Amount (E) Total Itemized Transactions with this Payee/Payer $16,584 Total Non-Itemized Transactions with this Payee/Payer $110 Total of All Transactions with this Payee/Payer for This Schedule $16,694 Picnic Prizes 08/24/2012 $16,584 Name and Address (A) Fred Meyers, Inc 3053 Portland OR 97208 Type or Classification (B) Holiday Gift Cards/Food for Meetings/Supplies Purpose (C) Date (D) Amount (E) Total Itemized Transactions with this Payee/Payer $6,707 Total Non-Itemized Transactions with this Payee/Payer $999 Total of All Transactions with this Payee/Payer for This Schedule $7,706 Holiday Gift Cards 11/02/2012 $6,707 Name and Address (A) Herman Lindsey Jr., C.P.A. 16325 Boones Ferry Rd #100 Lake Oswego OR 97035 Type or Classification (B) Audit and Accounting Services Purpose (C) Date (D) Amount (E) Total Itemized Transactions with this Payee/Payer $8,535 Total Non-Itemized Transactions with this Payee/Payer $21,800 Total of All Transactions with this Payee/Payer for This Schedule $30,335 Audit and Accounting Services 08/23/2012 $8,535 Name and Address (A) Integra Telecom 2966 Milwaukie WI 53201 Type or Classification (B) Telephone Purpose (C) Date (D) Amount (E) Total Itemized Transactions with this Payee/Payer   Total Non-Itemized Transactions with this Payee/Payer $5,268 Total of All Transactions with this Payee/Payer for This Schedule $5,268 Name and Address (A) J. Thayer Company 15802 SW Upper Boones Ferry Lake Oswego OR 97035 Type or Classification (B) Office Supplies Purpose (C) Date (D) Amount (E) Total Itemized Transactions with this Payee/Payer   Total Non-Itemized Transactions with this Payee/Payer $5,206 Total of All Transactions with this Payee/Payer for This Schedule $5,206 Name and Address (A) Multnomah County Tax Collector 2716 Portland OR 97208 Type or Classification (B) Property Taxes Purpose (C) Date (D) Amount (E) Total Itemized Transactions with this Payee/Payer $7,647 Total Non-Itemized Transactions with this Payee/Payer $243 Total of All Transactions with this Payee/Payer for This Schedule $7,890 Real Property Tax 11/06/2012 $7,647 Name and Address (A) Northwest Labor Press 13150 Portland OR 97213 Type or Classification (B) Union Publication Purpose (C) Date (D) Amount (E) Total Itemized Transactions with this Payee/Payer   Total Non-Itemized Transactions with this Payee/Payer $52,064 Total of All Transactions with this Payee/Payer for This Schedule $52,064 Name and Address (A) Pacific Office Automation 14747 SW Greenbrier Pkwy Beaverton OR 97006 Type or Classification (B) Copier Maintenance and Repair Purpose (C) Date (D) Amount (E) Total Itemized Transactions with this Payee/Payer   Total Non-Itemized Transactions with this Payee/Payer $11,667 Total of All Transactions with this Payee/Payer for This Schedule $11,667 Name and Address (A) Pitney Bowes 371887 Pittsburg PA 15250 Type or Classification (B) Equipment Lease/Postal Services/Postage Purpose (C) Date (D) Amount (E) Total Itemized Transactions with this Payee/Payer   Total Non-Itemized Transactions with this Payee/Payer $23,444 Total of All Transactions with this Payee/Payer for This Schedule $23,444 Name and Address (A) TCMS (Temp Control Mechanical Service) 4750 N Channel Portland OR 97211 Type or Classification (B) Building Repairs & Maintenance Purpose (C) Date (D) Amount (E) Total Itemized Transactions with this Payee/Payer   Total Non-Itemized Transactions with this Payee/Payer $6,278 Total of All Transactions with this Payee/Payer for This Schedule $6,278 Name and Address (A) Western States Insurance 312 Federal Street The Dalles OR 97058 Type or Classification (B) Insurance Purpose (C) Date (D) Amount (E) Total Itemized Transactions with this Payee/Payer $10,866 Total Non-Itemized Transactions with this Payee/Payer   Total of All Transactions with this Payee/Payer for This Schedule $10,866 Insurance 10/31/2012 $10,866 Form LM-2 (Revised 2010) SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 001-158 Name and Address (A) International Foundation of Employee Benefit Plans 18700 West Bluemound Road Brookfield WI 53045 Type or Classification (B) Pension Conference Expenses Purpose (C) Date (D) Amount (E) Total Itemized Transactions with this Payee/Payer   Total Non-Itemized Transactions with this Payee/Payer $7,820 Total of All Transactions with this Payee/Payer for This Schedule $7,820 Name and Address (A) True Ballot, Inc. 3 Bethesda Metro Center Bethesda MD Type or Classification (B) Election Administration Expenses Purpose (C) Date (D) Amount (E) Total Itemized Transactions with this Payee/Payer $11,997 Total Non-Itemized Transactions with this Payee/Payer   Total of All Transactions with this Payee/Payer for This Schedule $11,997 Election Administration Expenses 11/16/2012 $6,000 Election Administration Expenses 12/04/2012 $5,997 Form LM-2 (Revised 2010) SCHEDULE 20 - BENEFITS FILE NUMBER: 001-158 Description (A) To Whom Paid (B) Amount (C) Total of all lines above (Total will be automatically entered in Item 55.) $137,413 Health and Dental Insurance TRIMET $115,190 Pension Contribution American Funds Service Company $16,522 Reimburse Benefits Costs for Detailed Members To Members' Employers $4,228 Health Benefit Reimbursement Retired Employee $1,473 Form LM-2 (Revised 2010) 69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 001-158 Question 10: Tri County Transportation District Joint Trust Retirement Fund 1800 SW Harrison Portland, OR 97201 Lane County Transit District Joint Trust Retirement Fund PO BOX 7070 Eugene, OR 97401 Clark County Public Transportation Benefit Health Retirement PO BOX 2529 Vancouver, WA 98668 ATU Building Corporation, monitors building maintenance. 1801 NE Couch St. Portland, OR 97232 Other (Tri-Met) programs include the following pass-through Auxiliary Funds: The Transit Exchange Program-Pay for International Union Meetings Travel Benefits Administration Program-Help members with difficult insurance issues. Child and Elderly Care Program-Reimbursement for Child Care or Elder Care up to $1200.00 per year. Employee Assistance Program-Provides family counseling. Question 11(a): Amalgamated Transit Union Division 757 Legislative Fund. Pac number is 3094 and is reported to the State of Oregon Question 12: An audit is performed annually by Herman L. Lindsey, Jr., CPA an outside accountant. 16325 Boones Ferry Rd. #100, Lake Oswego, OR 97035 Schedule 9, Row1::: Schedule 9, Row2::: Schedule 13, Row4:50 year retired members who are retired before 1993 and do not pay dues. These members vote for the full time officers only Schedule 13, Row4: Schedule 13, Row5:50 year retired members who are retired after 1992 and do not pay dues. These members vote for the full time officers only Schedule 13, Row5: Schedule 13, Row6:Military Leave of Absence. These members are on LOA to serve in the armed forces and do not pay dues. These members vote on the full time officers, executive board officer and the liaison officers from their property. Schedule 13, Row6: Schedule 13, Row1:Active member currently working for an employer that the Union represents. These members would be paying full dues to the Labor Union pursuant to the bylaws. These members vote for the full time officers, the executive board officer and liaison officers from their property. Schedule 13, Row1: Schedule 13, Row2:Retired members who are retired before 1993 and pay a reduced dues amount. These members vote for the full time officers only. Schedule 13, Row2: Schedule 13, Row3:Retired members who are retired after 1992 and pay a reduced dues amount. These members vote for the full time officers only. Schedule 13, Row3: Form LM-2 (Revised 2010)

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