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: 09-30-2021
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
545-153
2. PERIOD COVERED
From01/01/2018
Through12/31/2018
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
5010
7. UNIT NAME (if any)
THE TULSA HEAVY TRUCK LOCAL
8. MAILING ADDRESS (Type or print in capital letters)
First Name
STEPHANIE
 Last Name
ALLEN
P.O Box - Building and Room Number

Number and Street
1414 NORTH MEMORIAL DRIVE
City
TULSA
State
OK		 ZIP Code + 4
74115


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:Jeff D JonesPRESIDENT71. SIGNED:Stephanie AllenTREASURER
Date:Mar 26, 2019Telephone Number:918-906-6429Date:Mar 26, 2019Telephone Number:918-861-4160
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 545-153
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?$50,000
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?Yes
19. What is the date of the labor organization's next regular election of officers?05/2020
20. How many members did the labor organization have at the end of the reporting period?657
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees2 1/2perMonthN/A2.5 hours full time
(b) Working Dues/FeesN/AperN/AN/AN/A
(c) Initiation Fees10.00pern/aN/AN/Z
(d) Transfer FeesN/AperN/AN/AN/A
(e) Work PermitsN/AperN/AN/AN/A

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 545-153

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $62,075$79,554
23. Accounts Receivable1$0
24. Loans Receivable2$0
25. U.S. Treasury Securities $0$0
26. Investments5$0
27. Fixed Assets6$2,249$5,372
28. Other Assets7$941$1,277
29. TOTAL ASSETS $65,265$86,203

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$21,841$21,536
31. Loans Payable9$0
32. Mortgages Payable $0$0
33. Other Liabilities10$559$2,956
34. TOTAL LIABILITIES $22,400$24,492
35. NET ASSETS$42,865$61,711
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 545-153

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $411,222
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $429
39. Sale of Supplies $798
40. Interest $0
41. Dividends $0
42. Rents $0
43. Sale of Investments and Fixed Assets3$0
44. Loans Obtained9$0
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$14,291
49. TOTAL RECEIPTS $426,740
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$92,753
51. Political Activities and Lobbying16$7,824
52. Contributions, Gifts, and Grants17$774
53. General Overhead18$1,906
54. Union Administration19$34,191
55. Benefits20
56. Per Capita Tax $258,687
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$3,173
61. Loans Made2$0
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $0
65. Direct Taxes $9,556
  
66. Subtotal $408,864
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$11,213  
  67b. Less Total Disbursed$11,610  
  67c. Total Withheld But Not Disbursed -$397
68. TOTAL DISBURSEMENTS $409,261
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 545-153

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: 545-153

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 61Item 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: 545-153

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: 545-153

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$3,173$3,173$3,173
Pop up Gazebo$130$130$130
Lock boxes/Displays$275$275$275
Refridgerator/freezer with lock$1,049$1,049$1,049
HP Printer w/Warranty$604$604$604
Dell Inspiron Computer$1,005$1,005$1,005
Staple Shredder$110$110$110
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$3,173
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 545-153

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: 545-153

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
D. Office Furniture and Equipment$5,372$5,372$5,372
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $5,372$0$5,372$5,372
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 545-153

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $1,277
165 New Member T-shirts$1,277
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 545-153

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$21,536$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $21,536$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 545-153

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 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 545-153

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $2,956
Federal Income Taxes (941) Foward$485
FICA - Employee OASDI and HI Forward$665
State Income Taxes Forward$112
FICA Employer OASDI and HI (941)$665
Unemployment Taxes Federal (940)$61
Unemployment Taxes State $968
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 545-153

(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 		Abbott ,  Guy   F
Bargaining Chairman
C		$2,409$0$533$0$2,942
I
Schedule 15
Representational Activities 		55 % Schedule 16
Political Activities and Lobbying 		44 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		1 %
A
B
C 		Allen ,  Stephanie   J
Financial Secretary
C		$19,093$0$835$0$19,928
I
Schedule 15
Representational Activities 		7 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		92 %
A
B
C 		Blackmore ,  Jon   L
Guide
C		$447$0$0$0$447
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		1 %
A
B
C 		Jones ,  Jeffrey   D
President
C		$16,361$0$597$0$16,958
I
Schedule 15
Representational Activities 		91 % Schedule 16
Political Activities and Lobbying 		8 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		1 %
A
B
C 		Jones ,  Michael   J
Vice President
C		$235$0$195$0$430
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 		Khai ,  Thang   S
Trustee
C		$1,218$0$0$0$1,218
I
Schedule 15
Representational Activities 		17 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		83 %
A
B
C 		Roberts ,  Daniel   A
Sergeant At Arms
C		$664$0$0$0$664
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 %
A
B
C 		Robinson ,  Pamela   D
Recording Secretary
C		$3,560$0$449$0$4,009
I
Schedule 15
Representational Activities 		87 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		13 %
A
B
C 		Work ,  Kristin   D
tustee
C		$1,784$0$133$0$1,917
I
Schedule 15
Representational Activities 		18 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		82 %
A
B
C 		Worthington ,  Jennifer   D
Head Trustee
C		$1,831$0$0$0$1,831
I
Schedule 15
Representational Activities 		19 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		29 % Schedule 19
Administration 		52 %
Total Officer Disbursements$47,602$0$2,742$0$50,344
Less Deductions    $7,353
Net Disbursements    $42,991
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 545-153

(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
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$27,284$1,051$28,335
I Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		4 %
Total Employee Disbursements$27,284$0$1,051$0$28,335
Less Deductions    $3,860
Net Disbursements    $24,475
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 545-153

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 657 
Agency Fee Payers*
Total Members/Fee Payers657 
*Agency Fee Payers are not considered members of the labor organization.
Regular Members657Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 545-153

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$6,147
2. Named Payer Non-itemized Receipts$0
3. All Other Receipts$8,144
4. Total Receipts$14,291
     
     
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$774
6. Total Disbursements$774
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$5,643
2. Named Payee Non-itemized Disbursements$12,736
3. To Officers$24,317
4. To Employees$27,202
5. All Other Disbursements$22,855
6. Total Disbursements$92,753
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$730
4. To Employees$0
5. All Other Disbursements$1,176
6. Total Disbursements$1,906
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$2,651
4. To Employees$0
5. All Other Disbursements$5,173
6. Total Disbursements$7,824
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$22,646
4. To Employees$1,133
5. All Other Disbursements$10,412
6. Total Disbursements$34,191
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 545-153

Name and Address
(A)
International Union, UAW

8000 E Jefferson Ave
Detroit
MI
48214
Type or Classification
(B)
Labor Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,147
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,147
Strike Fund04/30/2018$6,147
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 545-153

Name and Address
(A)
Awards & T-shirts Specialists Inc.
10400 E. 63rd St.

Kansas City
MO
64133
Type or Classification
(B)
U.S.A. made t-shirt and awards
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,643
Total Non-Itemized Transactions with this Payee/Payer$1,687
Total of All Transactions with this Payee/Payer for This Schedule$7,330
T-shirts for the Contract12/12/2018$5,643
Name and Address
(A)
Tsi Usa
8111 Lyndon B

Dallas
TX
75251
Type or Classification
(B)
Travel Agency
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,845
Total of All Transactions with this Payee/Payer for This Schedule$5,845
Name and Address
(A)
Uaw Local 952
1414 N. Memorial Drive

Tulsa
OK
74115
Type or Classification
(B)
Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,204
Total of All Transactions with this Payee/Payer for This Schedule$5,204
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 545-153

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: 545-153

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 18 - GENERAL OVERHEAD FILE NUMBER: 545-153

There was no data found for this schedule.

SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 545-153

There was no data found for this schedule.

SCHEDULE 20 - BENEFITS FILE NUMBER: 545-153

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 545-153


Question 12: : UAW International auditor Terry Tillery through June 2018

Question 15: : 133 New members received T-shirts Cost of $8.40 each at a total of $1117.20 Negotiation T-shirts for 692 people at a cost of $5643.39

Question 18: : We have new bylaws that were amended in 2018. I will be attaching the new bylaws 1- New members get New Member t-shirts 2- President can nominate a bargaining chair while one is out on leave 3- Removed punishment from article 9 section 4 4 -Changed readmission fee on article 12 section 1 paragraph 2.

Statement A,

Cash Begin Total: : VOIDED CHECKS FROM PREVIOUS YEAR

Schedule 13, Row1:

Schedule 13, Row1::Members pay full dues

Schedule 13, Row1:

Schedule 13, Row1:::
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)