TWU Local 555 LM2 Financial Report for 2015

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From the Department of Labor:

Annual Financial Reports
Unions must file an annual financial report on one of three Labor Organization Annual Reports, Form LM-2, LM-3, or LM-4. The three forms vary in the level of financial details which must be reported. The filing requirements are determined by the total annual receipts of the union:

Form LM-2 – This most detailed annual report must be filed by unions with total annual receipts of $250,000 or more and those in trusteeship.

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
538-174
2. PERIOD COVERED
From 01/01/2015
Through 12/31/2015
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
TRANSPORT WORKERS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
6. DESIGNATION NBR
555
7. UNIT NAME (if any)
SOUTHWEST AIRLINES RAMP OPERATIONS
8. MAILING ADDRESS (Type or print in capital letters)
First Name
GREGORY
Last Name
PURISKI
P.O Box – Building and Room Number
 
Number and Street
2608 INWOOD ROAD, SUITE 150
City
DALLAS
State
TX
ZIP Code + 4
752357449

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: gregory a puriski PRESIDENT 71. SIGNED: Tyler Cluff TREASURER
Date: Aug 08, 2016 Telephone Number: 727-641-9151 Date: Aug 08, 2016 Telephone Number: 480-206-4078

 

Form LM-2 (Revised 2010)
ITEMS 10 THROUGH 21 FILE NUMBER: 538-174
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? No
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund? No
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? $475,000
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? 04/2017
20. How many members did the labor organization have at the end of the reporting period? 10,845
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 1.1% of Base Pay per N/A N/A N/A
(b) Working Dues/Fees NONE per   N/A N/A
(c) Initiation Fees 50 per ONE-TIME N/A N/A
(d) Transfer Fees NONE per   N/A N/A
(e) Work Permits NONE per   N/A N/A
Form LM-2 (Revised 2010)
STATEMENT A – ASSETS AND LIABILITIES FILE NUMBER: 538-174

 

ASSETS
 
ASSETS Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash   $401,336 $735,992
23. Accounts Receivable 1   $0
24. Loans Receivable 2    
25. U.S. Treasury Securities   $0 $0
26. Investments 5 $469,445 $469,492
27. Fixed Assets 6 $52,970 $41,932
28. Other Assets 7    
29. TOTAL ASSETS   $923,751 $1,247,416

 

 

LIABILITIES
 
LIABILITIES Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable 8    
31. Loans Payable 9 $8,148 $5,492
32. Mortgages Payable   $0 $0
33. Other Liabilities 10    
34. TOTAL LIABILITIES   $8,148 $5,492
     
   
35. NET ASSETS $915,603 $1,241,924

 

Form LM-2 (Revised 2010)
STATEMENT B – RECEIPTS AND DISBURSEMENTS FILE NUMBER: 538-174

 

CASH RECEIPTS SCH AMOUNT
36. Dues and Agency Fees   $4,692,769
37. Per Capita Tax   $0
38. Fees, Fines, Assessments, Work Permits   $0
39. Sale of Supplies   $0
40. Interest   $499
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 $0
49. TOTAL RECEIPTS   $4,693,268
CASH DISBURSEMENTS SCH AMOUNT
50. Representational Activities 15 $2,158,328
51. Political Activities and Lobbying 16 $2,362
52. Contributions, Gifts, and Grants 17 $14,809
53. General Overhead 18 $284,307
54. Union Administration 19 $466,844
55. Benefits 20 $24,537
56. Per Capita Tax   $1,386,658
57. Strike Benefits   $0
58. Fees, Fines, Assessments, etc.   $0
59. Supplies for Resale   $0
60. Purchase of Investments and Fixed Assets 4 $5,841
61. Loans Made 2  
62. Repayment of Loans Obtained 9 $2,656
63. To Affiliates of Funds Collected on Their Behalf   $0
64. On Behalf of Individual Members   $0
65. Direct Taxes   $12,270
  
66. Subtotal   $4,358,612
67. Withholding Taxes and Payroll Deductions    
  67a. Total Withheld $45,326    
  67b. Less Total Disbursed $45,326    
  67c. Total Withheld But Not Disbursed    
68. TOTAL DISBURSEMENTS   $4,358,612

 

Form LM-2 (Revised 2010)
SCHEDULE 1 – ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 538-174

 

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: 538-174

 

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: 538-174

 

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: 538-174

 

Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total of all lines above $5,841 $5,841 $5,841
Computers $5,793 $5,793 $5,793
Re-investment $48 $48 $48
  Less Reinvestments $0
(The total from Net Purchases Line will be automatically entered in Item 60.) Net Purchases $5,841

 

Form LM-2 (Revised 2010)
SCHEDULE 5 – INVESTMENTS FILE NUMBER: 538-174

 

Description
(A)
Amount
(B)
Marketable Securities  
A. Total Cost $469,492
B. Total Book Value $469,492
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.   
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)) $469,492

 

Form LM-2 (Revised 2010)
SCHEDULE 6 – FIXED ASSETS FILE NUMBER: 538-174

 

Description
(A)
Cost or Other Basis
(B)
Total Depreciation or
Amount Expensed
(C)
Book Value
(D)
Value
(E)
A. Land (give location) $0   $0 $0
B. Buildings (give location) $0 $0 $0 $0
C. Automobiles and Other Vehicles $34,001 $26,160 $7,841 $10,000
D. Office Furniture and Equipment $141,141 $126,143 $14,998 $10,000
E. Other Fixed Assets $31,032 $11,939 $19,093 $7,000
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $206,174 $164,242 $41,932 $27,000

 

Form LM-2 (Revised 2010)
SCHEDULE 7 – OTHER ASSETS FILE NUMBER: 538-174

 

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: 538-174

 

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: 538-174

 

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 $8,148 $0 $2,656 $0 $5,492
Totals will be automatically entered in… Item 31
Column (C)
Item 44 Item 62 Item 69
with Explanation
Item 31
Column (D)
Baytree Nat'l Bank & Trust $8,148 $0 $2,656 $0 $5,492

 

Form LM-2 (Revised 2010)
SCHEDULE 10 – OTHER LIABILITIES FILE NUMBER: 538-174

 

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: 538-174

 

  (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
PURSKI ,  GREG  
PRESIDENT
N
$43,125   $1,364   $44,489
I
Schedule 15
Representational Activities
60 % Schedule 16
Political Activities and Lobbying
  Schedule 17
Contributions
  Schedule 18
General Overhead
  Schedule 19
Administration
40 %
A
B
C
HEYWOOD ,  CORTNEY  
V PRESIDENT
N
$60,488   $35   $60,523
I
Schedule 15
Representational Activities
70 % Schedule 16
Political Activities and Lobbying
  Schedule 17
Contributions
  Schedule 18
General Overhead
15 % Schedule 19
Administration
15 %
A
B
C
SANTOYO ,  ALFONSO  
SEC/TREAS
N
$28,729   $1,683   $30,412
I
Schedule 15
Representational Activities
15 % Schedule 16
Political Activities and Lobbying
  Schedule 17
Contributions
  Schedule 18
General Overhead
80 % Schedule 19
Administration
5 %
A
B
C
MCNALLY ,  PHIL  
DIST 2 REP
C
$61,679       $61,679
I
Schedule 15
Representational Activities
90 % Schedule 16
Political Activities and Lobbying
  Schedule 17
Contributions
  Schedule 18
General Overhead
  Schedule 19
Administration
10 %
A
B
C
BARNES ,  RANDY  
DIST 3 REP
C
$61,679   $2,175   $63,854
I
Schedule 15
Representational Activities
90 % Schedule 16
Political Activities and Lobbying
  Schedule 17
Contributions
  Schedule 18
General Overhead
  Schedule 19
Administration
10 %
A
B
C
SLAVINGS ,  CECIL   A
DIST 4 REP
N
$1,945   $594   $2,539
I
Schedule 15
Representational Activities
90 % Schedule 16
Political Activities and Lobbying
  Schedule 17
Contributions
  Schedule 18
General Overhead
  Schedule 19
Administration
10 %
A
B
C
SPENCER ,  JOHN  
DIST 5 REP
N
$2,768   $248   $3,016
I
Schedule 15
Representational Activities
90 % Schedule 16
Political Activities and Lobbying
  Schedule 17
Contributions
  Schedule 18
General Overhead
  Schedule 19
Administration
10 %
A
B
C
CLUFF ,  TYLER  
DIST 6 REP
N
$22,056   $72   $22,128
I
Schedule 15
Representational Activities
90 % Schedule 16
Political Activities and Lobbying
  Schedule 17
Contributions
  Schedule 18
General Overhead
  Schedule 19
Administration
10 %
A
B
C
ROACH ,  MICHAEL  
DIST 7 REP
C
$62,581   $900   $63,481
I
Schedule 15
Representational Activities
80 % Schedule 16
Political Activities and Lobbying
  Schedule 17
Contributions
  Schedule 18
General Overhead
  Schedule 19
Administration
20 %
A
B
C
VILLAVERDE ,  ABILIO  
DIST 8 REP
N
$8,591   $453   $9,044
I
Schedule 15
Representational Activities
80 % Schedule 16
Political Activities and Lobbying
  Schedule 17
Contributions
  Schedule 18
General Overhead
  Schedule 19
Administration
20 %
A
B
C
CERF ,  CHARLES   H
PRESIDENT
P
$36,116   $754   $36,870
I
Schedule 15
Representational Activities
60 % Schedule 16
Political Activities and Lobbying
  Schedule 17
Contributions
  Schedule 18
General Overhead
  Schedule 19
Administration
40 %
A
B
C
MCCRUMMEN ,  GERALD   L
V PRES
P
$62,795   $1,224   $64,019
I
Schedule 15
Representational Activities
70 % Schedule 16
Political Activities and Lobbying
  Schedule 17
Contributions
  Schedule 18
General Overhead
15 % Schedule 19
Administration
15 %
A
B
C
DARNELL ,  RALPH  
SEC/TREAS
P
$33,802   $154   $33,956
I
Schedule 15
Representational Activities
15 % Schedule 16
Political Activities and Lobbying
  Schedule 17
Contributions
  Schedule 18
General Overhead
80 % Schedule 19
Administration
5 %
A
B
C
SOTO ,  JESSE   E
REC/SEC
P
$54,848       $54,848
I
Schedule 15
Representational Activities
90 % Schedule 16
Political Activities and Lobbying
  Schedule 17
Contributions
  Schedule 18
General Overhead
  Schedule 19
Administration
10 %
A
B
C
MARTINEZ ,  MIKE  
DIST 1 REP
P
$61,679       $61,679
I
Schedule 15
Representational Activities
70 % Schedule 16
Political Activities and Lobbying
  Schedule 17
Contributions
  Schedule 18
General Overhead
  Schedule 19
Administration
30 %
A
B
C
WATERS ,  MARK   A
DIST 4 REP
P
$61,679   $594   $62,273
I
Schedule 15
Representational Activities
90 % Schedule 16
Political Activities and Lobbying
  Schedule 17
Contributions
  Schedule 18
General Overhead
  Schedule 19
Administration
10 %
A
B
C
BETTINGER ,  ROBERT  
DIST 5 REP
P
$62,581   $614   $63,195
I
Schedule 15
Representational Activities
80 % Schedule 16
Political Activities and Lobbying
  Schedule 17
Contributions
  Schedule 18
General Overhead
  Schedule 19
Administration
20 %
A
B
C
CARNEY ,  KEVIN   J
DIST 6 REP
P
$61,679   $439   $62,118
I
Schedule 15
Representational Activities
85 % Schedule 16
Political Activities and Lobbying
  Schedule 17
Contributions
  Schedule 18
General Overhead
  Schedule 19
Administration
15 %
A
B
C
BERRY ,  TENNYSON  
DIST 8 REP
P
$45,932   $2,682   $48,614
I
Schedule 15
Representational Activities
80 % Schedule 16
Political Activities and Lobbying
  Schedule 17
Contributions
  Schedule 18
General Overhead
  Schedule 19
Administration
20 %
Total Officer Disbursements $834,752 $0 $13,985 $0 $848,737
Less Deductions          
Net Disbursements         $848,737

 

Form LM-2 (Revised 2010)
SCHEDULE 12 – DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 538-174

 

  (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
ECKBERG ,  MARIE  
SECRETARY
NONE
$43,741       $43,741
I
Schedule 15
Representational Activities
  Schedule 16
Political Activities and Lobbying
  Schedule 17
Contributions
  Schedule 18
General Overhead
  Schedule 19
Administration
100 %
A
B
C
HORNBACH ,  MICHELE  
SECRETARY
NONE
$48,361       $48,361
I
Schedule 15
Representational Activities
10 % Schedule 16
Political Activities and Lobbying
  Schedule 17
Contributions
  Schedule 18
General Overhead
  Schedule 19
Administration
90 %
A
B
C
THOMPSON ,  AMYE  
LEAD SPECIALIST
NONE
$58,754   $6,426   $65,180
I
Schedule 15
Representational Activities
90 % Schedule 16
Political Activities and Lobbying
  Schedule 17
Contributions
  Schedule 18
General Overhead
  Schedule 19
Administration
10 %
A
B
C
DUFF ,  SHIRLEY  
OFFICE HELP
NONE
$46,324   $407   $46,731
I
Schedule 15
Representational Activities
10 % Schedule 16
Political Activities and Lobbying
  Schedule 17
Contributions
  Schedule 18
General Overhead
  Schedule 19
Administration
90 %
A
B
C
SMITH ,  BRIAN  
GRIEVANCE SPECIALIST
NONE
$60,489   $895   $61,384
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
  Schedule 17
Contributions
  Schedule 18
General Overhead
  Schedule 19
Administration
 
A
B
C
CLEVENGER ,  CURTIS   E
GRIEVANCE SPECIALIST
NONE
$61,373       $61,373
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
  Schedule 17
Contributions
  Schedule 18
General Overhead
  Schedule 19
Administration
 
A
B
C
ADAMS ,  PATTI  
GRIEVANCE SPECIALIST
NONE
$49,713   $1,652   $51,365
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
  Schedule 17
Contributions
  Schedule 18
General Overhead
  Schedule 19
Administration
 
A
B
C
KACZMAREK ,  JOHN  
NEGOTIATIONS
NONE
$19,934   $5,206   $25,140
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
  Schedule 17
Contributions
  Schedule 18
General Overhead
  Schedule 19
Administration
 
A
B
C
ARON ,  MIKE  
NEGOTIATIONS
NONE
$30,085   $1,852   $31,937
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
  Schedule 17
Contributions
  Schedule 18
General Overhead
  Schedule 19
Administration
 
A
B
C
RILEY ,  STEVE  
SAFETY
NONE
$15,178       $15,178
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
  Schedule 17
Contributions
  Schedule 18
General Overhead
  Schedule 19
Administration
 
A
B
C
ATCHLEY ,  STEVE  
ALT DIST REP
NONE
$10,968   $627   $11,595
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
  Schedule 17
Contributions
  Schedule 18
General Overhead
  Schedule 19
Administration
 
A
B
C
AVILA ,  CHRIS  
EDUCATION
NONE
$12,917   $1,108   $14,025
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
  Schedule 17
Contributions
  Schedule 18
General Overhead
  Schedule 19
Administration
 
A
B
C
ENDERS ,  DINA  
SAFETY
NONE
$11,605   $264   $11,869
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
  Schedule 17
Contributions
  Schedule 18
General Overhead
  Schedule 19
Administration
 
A
B
C
FLIPPIN ,  GLENNA  
TEMPORARY
NONE
$17,865       $17,865
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
  Schedule 17
Contributions
  Schedule 18
General Overhead
  Schedule 19
Administration
 
A
B
C
GOMES ,  JASON  
WEB MASTER
NONE
$20,128   $347   $20,475
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
  Schedule 17
Contributions
  Schedule 18
General Overhead
  Schedule 19
Administration
 
A
B
C
TOPE ,  MICHAEL  
SYSTEM BOARD
NONE
$12,124   $603   $12,727
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
  Schedule 17
Contributions
  Schedule 18
General Overhead
  Schedule 19
Administration
 
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS $361,717   $70,231   $431,948
I Schedule 15
Representational Activities
90 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
10 %
Total Employee Disbursements $881,276 $0 $89,618 $0 $970,894
Less Deductions         $38,523
Net Disbursements         $932,371

 

Form LM-2 (Revised 2010)
SCHEDULE 13 – MEMBERSHIP STATUS FILE NUMBER: 538-174

 

Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members (Total of all lines above) 10,845  
Agency Fee Payers*    
Total Members/Fee Payers 10,845  
*Agency Fee Payers are not considered members of the labor organization.
Members 10,845 Yes

 

Form LM-2 (Revised 2010)
DETAILED SUMMARY PAGE – SCHEDULES 14 THROUGH 19 FILE NUMBER: 538-174

 

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts $0
2. Named Payer Non-itemized Receipts $0
3. All Other Receipts  
4. Total Receipts $0
     
     
 
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 $14,809
6. Total Disbursements $14,809
     
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements $191,305
2. Named Payee Non-itemized Disbursements $358,389
3. To Officers $632,394
4. To Employees $791,857
5. All Other Disbursements $184,383
6. Total Disbursements $2,158,328
 
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements $106,337
2. Named Payee Non-itemized Disbursements $83,506
3. To Officers $70,176
4. To Employees $0
5. All Other Disbursements $24,288
6. Total Disbursements $284,307
     
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements $0
2. Named Payee Non-itemized Disbursements $2,160
3. To Officers $0
4. To Employees $0
5. All Other Disbursements $202
6. Total Disbursement $2,362
 
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements $76,066
2. Named Payee Non-itemized Disbursements $25,692
3. To Officers $146,167
4. To Employees $179,037
5. All Other Disbursements $39,882
6. Total Disbursements $466,844

 

Form LM-2 (Revised 2010)
SCHEDULE 14 – OTHER RECEIPTS FILE NUMBER: 538-174

 

There was no data found for this schedule.

 

 

SCHEDULE 15 – REPRESENTATIONAL ACTIVITIES FILE NUMBER: 538-174

 

 

Name and Address
(A)
ABC Court Reporters
Suite 115
903 E 18th St
Plano
TX
75074
Type or Classification
(B)
Court Reporter
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer  
Total Non-Itemized Transactions with this Payee/Payer $34,370
Total of All Transactions with this Payee/Payer for This Schedule $34,370
Name and Address
(A)
Cloutman & Cloutman, LLP

3301 Elm St
Dallas
TX
75226-2562

Type or Classification
(B)
Labor Attorney
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer $60,842
Total Non-Itemized Transactions with this Payee/Payer $8,651
Total of All Transactions with this Payee/Payer for This Schedule $69,493
Arbitrations 08/18/2015 $6,431
Arbitrations 09/23/2015 $9,369
Arbitrations 10/21/2015 $18,742
Arbitrations 11/24/2015 $13,913
Arbitrations 12/17/2015 $12,387
Name and Address
(A)
Double Tree

3300 West Mockingbird Lane
Dallas
TX
75235

Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer $6,640
Total Non-Itemized Transactions with this Payee/Payer $204,718
Total of All Transactions with this Payee/Payer for This Schedule $211,358
Lodging 12/01/2015 $6,640
Name and Address
(A)
Elizabeth Neumier

28 Coggeshall Road
Gloucester
MA
01930

Type or Classification
(B)
Arbitrator
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer $50,961
Total Non-Itemized Transactions with this Payee/Payer $11,295
Total of All Transactions with this Payee/Payer for This Schedule $62,256
Arbitrations 01/30/2015 $9,467
Arbitrations 05/14/2015 $7,435
Arbitrations 06/09/2015 $8,609
Arbitrations 06/22/2015 $8,141
Arbitrations 07/22/2015 $8,993
Arbitrations 07/24/2015 $8,316
Name and Address
(A)
Gil Vernon
#115
808 Carmichael Rd.
Hudson
WI
54016
Type or Classification
(B)
Arbitrator
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer $21,000
Total Non-Itemized Transactions with this Payee/Payer $26,610
Total of All Transactions with this Payee/Payer for This Schedule $47,610
Arbitrations 06/22/2015 $8,000
Arbitrations 08/19/2015 $6,000
Arbitrations 10/08/2015 $7,000
Name and Address
(A)
Goldstein Gragel LLC
Suite 620
1111 Superior Ave., E.,
Cleveland
OH
44114
Type or Classification
(B)
Attorney
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer $0
Total Non-Itemized Transactions with this Payee/Payer $4,537
Total of All Transactions with this Payee/Payer for This Schedule $4,537
Name and Address
(A)
Holiday Inn Express OAK

66 Airport Access Rd.
Oakland
CA
94603

Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer $0
Total Non-Itemized Transactions with this Payee/Payer $4,096
Total of All Transactions with this Payee/Payer for This Schedule $4,096
Name and Address
(A)
Kathy L. Eisenmenger J.D.

135 W. 1st Avenue
Denver
CO
80223

Type or Classification
(B)
Arbitrator
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer $8,321
Total Non-Itemized Transactions with this Payee/Payer $2,767
Total of All Transactions with this Payee/Payer for This Schedule $11,088
Arbitrations 10/16/2015 $8,321
Name and Address
(A)
Marvin F Hill, Jr

330 North Second St
DeKalb
IL
60115

Type or Classification
(B)
Arbitrator
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer $43,541
Total Non-Itemized Transactions with this Payee/Payer $16,915
Total of All Transactions with this Payee/Payer for This Schedule $60,456
Arbitrations 03/11/2015 $5,322
Arbitrations 03/11/2015 $5,309
Arbitrations 05/04/2015 $6,192
Arbitrations 05/05/2015 $5,457
Arbitrations 05/15/2015 $9,175
Arbitrations 06/09/2015 $5,774
Arbitrations 09/23/2015 $6,312
Name and Address
(A)
Ojeda's Restaurant

4617 Maple Ave.
Dallas
TX
75219

Type or Classification
(B)
Restaurant
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer $0
Total Non-Itemized Transactions with this Payee/Payer $4,319
Total of All Transactions with this Payee/Payer for This Schedule $4,319
Name and Address
(A)
PRWRK

3238 Arcadia Place NW
Washington
DC
20015

Type or Classification
(B)
Negotiations
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer $0
Total Non-Itemized Transactions with this Payee/Payer $13,440
Total of All Transactions with this Payee/Payer for This Schedule $13,440
Name and Address
(A)
Wyndham Dallas Hotel

3300 W Mockingbird Lane
Dallas
TX
75235

Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer $0
Total Non-Itemized Transactions with this Payee/Payer $26,671
Total of All Transactions with this Payee/Payer for This Schedule $26,671

 

Form LM-2 (Revised 2010)
SCHEDULE 16 – POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 538-174

 

Name and Address
(A)
Nevada State AFL-CIO

1891 Whitney Mesa Drive
Las Vegas
NV
89014

Type or Classification
(B)
Related Union Organization
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer  
Total Non-Itemized Transactions with this Payee/Payer $2,160
Total of All Transactions with this Payee/Payer for This Schedule $2,160

 

Form LM-2 (Revised 2010)
SCHEDULE 17 – CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 538-174

 

There was no data found for this schedule.

 

 

SCHEDULE 18 – GENERAL OVERHEAD FILE NUMBER: 538-174

 

 

Name and Address
(A)
2608 Inwood Ltd
P O Box 35828

Dallas
TX
75235-0828

Type or Classification
(B)
Landlord
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer $72,427
Total Non-Itemized Transactions with this Payee/Payer $12,328
Total of All Transactions with this Payee/Payer for This Schedule $84,755
Rent 01/30/2015 $6,066
Rent 02/26/2015 $6,066
Rent 03/31/2015 $6,802
Rent 04/30/2015 $6,687
Rent 06/22/2015 $6,687
Rent 07/15/2015 $6,686
Rent 08/05/2015 $6,687
Rent 09/29/2015 $6,686
Rent 09/29/2015 $6,687
Rent 11/03/2015 $6,686
Rent 12/02/2015 $6,687
Name and Address
(A)
Andy D Plagens LLC
Suite 217
14465 Webb Chapel
Dallas
TX
75234
Type or Classification
(B)
Auditor
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer $5,735
Total Non-Itemized Transactions with this Payee/Payer $170
Total of All Transactions with this Payee/Payer for This Schedule $5,905
Audit 04/09/2015 $5,735
Name and Address
(A)
AT&T Mobility
P O Box 6463

Carol Stream
IL
60197

Type or Classification
(B)
Telephone Service
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer $0
Total Non-Itemized Transactions with this Payee/Payer $13,983
Total of All Transactions with this Payee/Payer for This Schedule $13,983
Name and Address
(A)
Betty Harris

1519 Hampton Dr
Mansfield
TX
76063

Type or Classification
(B)
Accounting
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer $0
Total Non-Itemized Transactions with this Payee/Payer $7,125
Total of All Transactions with this Payee/Payer for This Schedule $7,125
Name and Address
(A)
Double Tree

3300 West Mockingbird Lane
Dallas
TX
75235

Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer $0
Total Non-Itemized Transactions with this Payee/Payer $827
Total of All Transactions with this Payee/Payer for This Schedule $827
Name and Address
(A)
MG Trust Company
P O Box 46546

Denver
CO
80201

Type or Classification
(B)
Investment-Retirement
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer $10,104
Total Non-Itemized Transactions with this Payee/Payer $0
Total of All Transactions with this Payee/Payer for This Schedule $10,104
Investment-Retirement 02/25/2015 $10,104
Name and Address
(A)
Nevada State AFL-CIO

1891 Whitney Mesa Drive
Las Vegas
NV
89014

Type or Classification
(B)
Related Union Organization
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer $0
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)
Ojeda's Restaurant

4617 Maple Ave.
Dallas
TX
75219

Type or Classification
(B)
Restaurant
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer $0
Total Non-Itemized Transactions with this Payee/Payer $296
Total of All Transactions with this Payee/Payer for This Schedule $296
Name and Address
(A)
Preferred Office Products

1201 S Ervay St
Dallas
TX
75215

Type or Classification
(B)
Office Supplies
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer $0
Total Non-Itemized Transactions with this Payee/Payer $11,994
Total of All Transactions with this Payee/Payer for This Schedule $11,994
Name and Address
(A)
Purchase Power
P.O. Box 856042

Louisville
KY
40285-6042

Type or Classification
(B)
Printing & Mail
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer $0
Total Non-Itemized Transactions with this Payee/Payer $7,467
Total of All Transactions with this Payee/Payer for This Schedule $7,467
Name and Address
(A)
RBL Associates Inc

205 Lexington Ave, 18th FL
New York
NY
10016

Type or Classification
(B)
Insurance Carrier
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer $6,949
Total Non-Itemized Transactions with this Payee/Payer $0
Total of All Transactions with this Payee/Payer for This Schedule $6,949
Insurance 06/09/2015 $6,949
Name and Address
(A)
The Hartford
P O Box 2907

Hartford
CT
06104

Type or Classification
(B)
Insurance Carrier
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer $11,122
Total Non-Itemized Transactions with this Payee/Payer $0
Total of All Transactions with this Payee/Payer for This Schedule $11,122
Insurance 09/16/2015 $11,122
Name and Address
(A)
UPS
P O Box 7247-0244

Philadelphia
PA
19170-0001

Type or Classification
(B)
Delivery Service
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer $0
Total Non-Itemized Transactions with this Payee/Payer $7,098
Total of All Transactions with this Payee/Payer for This Schedule $7,098
Name and Address
(A)
XO Communications

14239 Collections Center Dr
Chicago
IL
60693

Type or Classification
(B)
Communications
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer $0
Total Non-Itemized Transactions with this Payee/Payer $16,818
Total of All Transactions with this Payee/Payer for This Schedule $16,818

 

Form LM-2 (Revised 2010)
SCHEDULE 19 – UNION ADMINISTRATION FILE NUMBER: 538-174

 

Name and Address
(A)
American Advertising, Inc

2507 S Gardenia Pl.
Broken Arrow
OK
74012-0905

Type or Classification
(B)
Member Benefits
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer $14,435
Total Non-Itemized Transactions with this Payee/Payer $10,119
Total of All Transactions with this Payee/Payer for This Schedule $24,554
Member Benefits 08/24/2015 $7,053
Member Benefits 10/08/2015 $7,382
Name and Address
(A)
CCComplete Inc
Suite 419
115 SW Ash St
Portland
OR
97204
Type or Classification
(B)
Election, Balloting & Tabulation
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer $44,123
Total Non-Itemized Transactions with this Payee/Payer $800
Total of All Transactions with this Payee/Payer for This Schedule $44,923
Election, Balloting & Tabulation 04/06/2015 $44,123
Name and Address
(A)
Consolidated Color Press
Suite 602
307 Seventh Ave
New York
NY
10001
Type or Classification
(B)
Printer
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer $17,508
Total Non-Itemized Transactions with this Payee/Payer $0
Total of All Transactions with this Payee/Payer for This Schedule $17,508
Publishing 04/09/2015 $9,270
Publishing 08/19/2015 $8,238
Name and Address
(A)
Double Tree

3300 West Mockingbird Lane
Dallas
TX
75235

Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer $0
Total Non-Itemized Transactions with this Payee/Payer $12,468
Total of All Transactions with this Payee/Payer for This Schedule $12,468
Name and Address
(A)
Holiday Inn Express OAK

66 Airport Access Rd.
Oakland
CA
94603

Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer $0
Total Non-Itemized Transactions with this Payee/Payer $1,882
Total of All Transactions with this Payee/Payer for This Schedule $1,882
Name and Address
(A)
Ojeda's Restaurant

4617 Maple Ave.
Dallas
TX
75219

Type or Classification
(B)
Restaurant
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer $0
Total Non-Itemized Transactions with this Payee/Payer $423
Total of All Transactions with this Payee/Payer for This Schedule $423

 

Form LM-2 (Revised 2010)
SCHEDULE 20 – BENEFITS FILE NUMBER: 538-174

 

Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.) $24,537
Secretary Retirement MG Trust $10,310
Secretary Supplemental Insurance Benefits Colonial Life $4,040
Secretary Supplemental Insurance Benefits Security Life of Denver $3,839
Secretary Health Insurance Amye Thompson $6,348

 

Form LM-2 (Revised 2010)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 538-174

Question 12: Audit performed by Andy D. Plagens LLC

Schedule 13, Row1:

General Unrestricted Members paying full dues.

 
 
Form LM-2 (Revised 2010)