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:
07-31-2019
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
068-259
2.
PERIOD COVERED
From
01/01/2017
Through
12/31/2017
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
AUTO WORKERS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
6. DESIGNATION NBR
1714
7. UNIT NAME (if any)
8. MAILING ADDRESS (Type or print in capital
letters)
First Name
CINDY
Last Name
GEISER
P.O Box - Building and Room Number
Number and Street
2121 SALT SPRINGS RD
City
LORDSTOWN
State
OH
ZIP Code + 4
444819788
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:
robert morales
PRESIDENT
71. SIGNED:
Cindy M Geiser
TREASURER
Date:
Mar 28, 2018
Telephone
Number:
330-824-2527
Date:
Mar 28, 2018
Telephone
Number:
330-824-2527
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21
FILE NUMBER:
068-259
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?
No
11(b). During the reporting period did the
labor organization have a subsidiary organization as
defined in Section X of these Instructions?
Yes
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?
$144,000
15. During the reporting period did the labor
organization acquire or dispose of any assets in a manner
other than purchase or sale?
Yes
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?
01/2019
20. How many members did the labor organization
have at the end of the reporting period?
858
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
2 1/2 hours straight time pay
per
month
0
0
(b) Working Dues/Fees
0
per
0
0
0
(c) Initiation Fees
$20
per
one time
0
0
(d) Transfer Fees
0
per
0
0
0
(e) Work Permits
0
per
0
0
0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS
AND LIABILITIES
FILE NUMBER:
068-259
ASSETS
ASSETS
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash
$430,289
$202,282
23. Accounts Receivable
1
$0
$0
24. Loans Receivable
2
$0
$0
25. U.S. Treasury
Securities
$0
$0
26. Investments
5
$0
$0
27. Fixed Assets
6
$577,284
$577,284
28. Other Assets
7
$2,272
$4,612
29.
TOTAL ASSETS
$1,009,845
$784,178
LIABILITIES
LIABILITIES
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable
8
$45,432
$3,000
31. Loans Payable
9
$0
$0
32. Mortgages Payable
$0
$0
33. Other Liabilities
10
$4,652
$23,475
34. TOTAL
LIABILITIES
$50,084
$26,475
35. NET
ASSETS
$959,761
$757,703
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B -
RECEIPTS AND DISBURSEMENTS
FILE NUMBER:
068-259
CASH
RECEIPTS
SCH
AMOUNT
36. Dues and Agency Fees
$934,129
37. Per Capita Tax
$0
38. Fees, Fines,
Assessments, Work Permits
$0
39. Sale of Supplies
$2,506
40. Interest
$857
41. Dividends
$0
42. Rents
$7,250
43. Sale of Investments
and Fixed Assets
3
$0
44. Loans Obtained
9
$0
45. Repayments of Loans
Made
2
$0
46. On Behalf of
Affiliates for Transmittal to Them
$0
47. From Members for
Disbursement on Their Behalf
$1,214
48. Other Receipts
14
$59,437
49. TOTAL RECEIPTS
$1,005,393
CASH DISBURSEMENTS
SCH
AMOUNT
50.
Representational Activities
15
$421,620
51.
Political Activities and Lobbying
16
$165
52.
Contributions, Gifts, and Grants
17
$34,688
53. General
Overhead
18
$17,665
54. Union
Administration
19
$94,050
55. Benefits
20
$20,118
56. Per
Capita Tax
$612,562
57. Strike
Benefits
$0
58. Fees,
Fines, Assessments, etc.
$0
59. Supplies
for Resale
$586
60. Purchase
of Investments and Fixed Assets
4
$0
61. Loans
Made
2
$0
62.
Repayment of Loans Obtained
9
$0
63. To
Affiliates of Funds Collected on Their Behalf
$0
64. On
Behalf of Individual Members
$1,143
65. Direct
Taxes
$31,137
66. Subtotal
$1,233,734
67.
Withholding Taxes and Payroll Deductions
67a. Total
Withheld
$54,019
67b. Less Total
Disbursed
$53,685
67c.
Total Withheld But Not Disbursed
$334
68.
TOTAL DISBURSEMENTS
$1,233,400
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS
RECEIVABLE AGING SCHEDULE
FILE NUMBER:
068-259
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); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS
RECEIVABLE
FILE NUMBER:
068-259
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 regardless 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); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF
INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
068-259
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
$0
(The
total from Net Sales Line will be automatically entered
in Item 43)
Net Sales
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE
OF INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
068-259
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total
of all lines above
$0
$0
$0
Less Reinvestments
$0
(The
total from Net Purchases Line will be automatically
entered in Item 60.)
Net Purchases
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 -
INVESTMENTS
FILE NUMBER:
068-259
Description
(A)
Amount
(B)
Marketable Securities
A. Total Cost
B. Total Book Value
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))
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED
ASSETS
FILE NUMBER:
068-259
Description
(A)
Cost or Other Basis
(B)
Total Depreciation or
Amount Expensed
(C)
Book Value
(D)
Value
(E)
A.
Land (give location)
Land
1
:
2121 Salt Springs Road, Lordstown, OH 44481
$33,057
$33,057
$33,057
B.
Buildings (give location)
Building
1
:
2121 Salt Springs Road. :Lordstown, OH 44481
$441,462
$0
$441,462
$441,462
C. Automobiles
and
Other Vehicles
$0
$0
$0
$0
D. Office
Furniture
and Equipment
$30,225
$0
$30,225
$30,225
E.
Other Fixed Assets
$72,540
$0
$72,540
$72,540
F. Totals of Lines A through E
(Column(D) Total will be automatically entered in Item
27, Column(B))
$577,284
$0
$577,284
$577,284
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER
ASSETS
FILE NUMBER:
068-259
Description
(A)
Book Value
(B)
Total
(Total will be automatically entered in Item 28, Column(B))
$4,612
36 Bibles at $32 each
$1,152
93 Jackets @ $31.50 each
$2,930
10 Jackets # $53 each
$530
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS
PAYABLE AGING SCHEDULE
FILE NUMBER:
068-259
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
$3,000
$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))
$3,000
$0
$0
$0
Utilities
$1,153
$0
$0
$0
Internet Service
$139
$0
$0
$0
Per Capita Taxes
$1,424
$0
$0
$0
Telephone
$284
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS
PAYABLE
FILE NUMBER:
068-259
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
$0
$0
$0
$0
$0
Totals will be automatically entered in...
Item 31
Column (C)
Item 44
Item 62
Item 69
with Explanation
Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER
LIABILITIES
FILE NUMBER:
068-259
Description
(A)
Amount at End of Period
(B)
Total Other Liabilities
(Total will be automatically entered in Item 33, Column(D))
$23,475
Federal Taxes FWd
$11,618
FICA Employee Fwd
$4,958
FICA Employer Fwd
$4,958
State Taxes Fwd
$482
City Taxes Fwd
$913
Union Dues Fwd
$51
Federal Unemployment Fwd
$252
State Unemployment Fwd
$243
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL
OFFICERS AND DISBURSEMENTS TO OFFICERS
FILE NUMBER:
068-259
(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
Brubaker
,
Scott
SHOPCHAIR C
$2,727
$0
$523
$0
$3,250
I
Schedule 15
Representational Activities
100
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
Dezee
,
Rachel
L KNIGHT SHOPCHAIR C
$2,797
$0
$369
$0
$3,166
I
Schedule 15
Representational Activities
100
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
Gaunt
,
Sherry
L Vice President C
$2,456
$0
$321
$0
$2,777
I
Schedule 15
Representational Activities
100
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
Geiser
,
Cindy
M Financial Secretary C
$7,447
$0
$2,156
$0
$9,603
I
Schedule 15
Representational Activities
15
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
85
%
A
B
C
Jones
,
Kenneth
W Guide C
$2,236
$0
$159
$0
$2,395
I
Schedule 15
Representational Activities
100
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
Morales
,
Robert
President C
$4,138
$5,859
$2,810
$0
$12,807
I
Schedule 15
Representational Activities
98
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
2
%
A
B
C
Robinson-Jr
,
Louis
Recording Secretary C
$0
$0
$4,954
$0
$4,954
I
Schedule 15
Representational Activities
8
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
92
%
A
B
C
Sullivan
,
Michael
Retiree Chairman C
$0
$0
$219
$0
$219
I
Schedule 15
Representational Activities
100
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
Terrace
,
Jeffrey
M Trustee C
$6,424
$0
$5,102
$0
$11,526
I
Schedule 15
Representational Activities
100
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
Valentin
,
Jose
L Sergeant At Arms C
$0
$0
$640
$0
$640
I
Schedule 15
Representational Activities
100
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
Yukon
,
David
K Trustee C
$7,971
$0
$858
$0
$8,829
I
Schedule 15
Representational Activities
92
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
8
%
Total Officer
Disbursements
$36,196
$5,859
$18,111
$0
$60,166
Less Deductions
$8,567
Net
Disbursements
$51,599
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 -
DISBURSEMENTS TO EMPLOYEES
FILE NUMBER:
068-259
(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
Franklin
,
Janice
P Secretary NA
$57,036
$0
$1,219
$0
$58,255
I
Schedule 15
Representational Activities
86
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
14
%
A
B
C
Housel
,
Phyllis
Secretary NA
$39,084
$0
$0
$0
$39,084
I
Schedule 15
Representational Activities
86
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
14
%
TOTALS RECEIVED
BY EMPLOYEES MAKING $10,000 OR LESS
$73,127
$0
$17,357
$0
$90,484
I
Schedule 15
Representational Activities
87
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
4
%
Schedule 19
Administration
9
%
Total
Employee Disbursements
$169,247
$0
$18,576
$0
$187,823
Less
Deductions
$45,453
Net Disbursements
$142,370
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 -
MEMBERSHIP STATUS
FILE NUMBER:
068-259
Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members
(Total of all lines above)
858
Agency Fee Payers*
Total Members/Fee Payers
858
*Agency Fee Payers are
not considered members of the labor organization.
Regular Members
858
Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE
- SCHEDULES 14 THROUGH 19
FILE NUMBER:
068-259
SCHEDULE 14 OTHER RECEIPTS
1. Named Payer
Itemized Receipts
$19,544
2. Named Payer
Non-itemized Receipts
$20,933
3. All Other Receipts
$18,960
4. Total
Receipts
$59,437
SCHEDULE 17 CONTRIBUTIONS,
GIFTS & GRANTS
1. Named Payee
Itemized Disbursements
$11,505
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$0
4. To Employees
$0
5. All Other
Disbursements
$23,183
6. Total
Disbursements
$34,688
SCHEDULE 15 REPRESENTATIONAL
ACTIVITIES
1. Named Payee
Itemized Disbursements
$89,127
2. Named Payee
Non-itemized Disbursements
$16,933
3. To Officers
$46,483
4. To Employees
$162,432
5. All Other
Disbursements
$106,645
6. Total
Disbursements
$421,620
SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$10,051
3. To Officers
$0
4. To Employees
$3,619
5. All Other
Disbursements
$3,995
6. Total
Disbursements
$17,665
SCHEDULE 16 POLITICAL
ACTIVITIES AND LOBBYING
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
$165
6. Total
Disbursements
$165
SCHEDULE 19 UNION
ADMINISTRATION
1. Named Payee
Itemized Disbursements
$37,298
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$13,683
4. To Employees
$21,772
5. All Other
Disbursements
$21,297
6. Total
Disbursements
$94,050
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER
RECEIPTS
FILE NUMBER:
068-259
Name and Address
(A)
Community Services Committee 2121 Salt Springs Rd SW
Warren OH 44481
Type or Classification
(B)
Labor Organization
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,691
Total
Non-Itemized Transactions with this Payee/Payer
$9,408
Total of All Transactions with this
Payee/Payer for This Schedule
$15,099
Raffle
12/13/2017
$5,691
Name and Address
(A)
International Union Uaw 8000 East Jefferson Ave
Detroit MI 48214
Type or Classification
(B)
Labor Organization
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$13,853
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$13,853
Rebate
05/04/2017
$13,853
Name and Address
(A)
RWC 2121 Saltsprings Rd SW
Warren OH 44481
Type or Classification
(B)
Casino
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$11,525
Total of All Transactions with this
Payee/Payer for This Schedule
$11,525
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 -
REPRESENTATIONAL ACTIVITIES
FILE NUMBER:
068-259
Name and Address
(A)
Ciminero's 123 N. Main St
Niles OH 44446
Type or Classification
(B)
Banquet Center
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,431
Total of All Transactions with this
Payee/Payer for This Schedule
$5,431
Name and Address
(A)
Impressions 8914 S Telegraph Rd
Taylor MI 48180
Type or Classification
(B)
Apparel Sales
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$0
Total
Non-Itemized Transactions with this Payee/Payer
$5,088
Total of All Transactions with this
Payee/Payer for This Schedule
$5,088
Name and Address
(A)
MAHONING COUNTRY CLUB 710 EAST LIBERTY ST
Girard OH 44420
Type or Classification
(B)
COUNTRY CLUB
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$15,316
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$15,316
1714 CELEBRATION
12/12/2017
$7,000
1714 CELEBRATION
12/15/2017
$8,316
Name and Address
(A)
Ohio Edison P O Box 3637
Akron OH 44309-3637
Type or Classification
(B)
Utility
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$0
Total
Non-Itemized Transactions with this Payee/Payer
$6,414
Total of All Transactions with this
Payee/Payer for This Schedule
$6,414
Name and Address
(A)
Roberts Custom Software Inc 3667 1st Street
East Moline IL 61244
Type or Classification
(B)
Software Provider
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,729
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$5,729
1/17-6/19
02/15/2017
$5,729
Name and Address
(A)
TEMA ROOFING SERVICES 1596 MOTOR INN DR
GIRARD OH 44220
Type or Classification
(B)
ROOFING
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$62,851
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$62,851
ROOF
06/09/2017
$16,080
ROOF
07/03/2017
$46,771
Name and Address
(A)
Union Insurance Group 303 W ERIE ST STE 310
Chicago IL 60654
Type or Classification
(B)
Insurance
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,231
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$5,231
INSURANCE
08/16/2017
$5,231
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 -
POLITICAL ACTIVITIES AND LOBBYING
FILE NUMBER
068-259
Name and Address
(A)
-1
Type or Classification
(B)
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 -
CONTRIBUTIONS, GIFTS & GRANTS
FILE NUMBER:
068-259
Name and Address
(A)
Rulli Brothers 4331 KIRK RD
Youngstown OH 44511
Type or Classification
(B)
Store
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$11,505
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$11,505
DONATION
12/12/2017
$11,505
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL
OVERHEAD
FILE NUMBER:
068-259
Name and Address
(A)
Aramark Uniform Services PO Box 731676
Dallas TX 75373-1676
Type or Classification
(B)
Building Supplies
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$10,051
Total of All Transactions with this
Payee/Payer for This Schedule
$10,051
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION
ADMINISTRATION
FILE NUMBER:
068-259
Name and Address
(A)
GREEN HAINES SGAMBATI CO LPA PO BOX 849
Youngstown OH 44501
Type or Classification
(B)
LEGAL SERVICES
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$6,342
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$6,342
LEGAL FEES
06/14/2017
$6,342
Name and Address
(A)
TEMA ROOFING SERVICES 1596 MOTOR INN DR
GIRARD OH 44220
Type or Classification
(B)
ROOFING
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$30,956
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$30,956
ROOF
06/09/2017
$7,920
ROOF
07/03/2017
$23,036
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 -
BENEFITS
FILE NUMBER:
068-259
Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all
lines above (Total will be automatically entered in Item
55.)
$20,118
Dental/Hearing/Medical/Vision Insurance
Health Benefit Fund - Opeiu 1794
$827
Dental/Hearing/Medical/Vision Insurance
Janice Franklin
$3,041
Dental/Hearing/Medical/Vision Insurance
Phyllis L. Housel
$4,629
Dental/Hearing/Medical/Vision Insurance
Phyllis L. Housel
$1,120
Disability/Sick & Accident Insurance
Health Benefit Fund - Opeiu 1794
$2,064
Disability/Sick & Accident Insurance
The Hartford
$40
Group Life Insurance
Anthem Blue Cross And Blue Shield
$336
Group Life Insurance
The Hartford
$992
Workers Compension Insurance
Comp Management Inc.
$600
Retirement Savings(401K etc)Employer
Thrivent Financial
$3,256
Retirement Savings(401K etc)Employer
Wells Fargo - Croutch/Myers
$3,143
Medical Fees - Other
GIANT EAGLE
$70
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL
INFORMATION SUMMARY
FILE NUMBER:
068-259
Question 10: Operations of the Building Corporation are handled through the books and records of the Local Union and are therefore included in this report.
Question 11(b):
Question 11(b): : Operations of the Building Corporation are handled through the books and records of the Local Union and are therefore included in this report.
Question 12: An audit was performed by International UAW Auditor George Nalevanko.
Question 15: The Local gave away 36 Bibles, valued at $1,152, to retired/deceased members. The Local also gave out 55 jackets to members, valued at $2,549.50.
Schedule 8, Row1:
Schedule 8, Row1:
Schedule 8, Row2:
Schedule 8, Row2:
Schedule 8, Row3:
Schedule 8, Row3:
Schedule 8, Row4:
Schedule 8, Row4:
Schedule 13, Row1:
Schedule 13, Row1::Anyone who has applied and been accepted for membership is a regular member. Regular members pay full dues.
Local 1714 is merging with Local 1112. There will no longer be elections held for Local 1714. I could not leave box 19 on
Page 2 blank, so I put in a false date in order for the page to save and validate.