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
030-334
2.
PERIOD COVERED
From
01/01/2020
Through
12/31/2020
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
TEAMSTERS
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
6. DESIGNATION NBR
223
7. UNIT NAME (if any)
8. MAILING ADDRESS (Type or print in capital
letters)
First Name
LESLIE
Last Name
SLOY
P.O Box - Building and Room Number
Number and Street
1230 NE 106TH AVENUE
City
PORTLAND
State
OR
ZIP Code + 4
97220
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:
David A Tully
PRESIDENT
71. SIGNED:
Leslie F Sloy
TREASURER
Date:
Mar 31, 2021
Telephone
Number:
503-256-5995
Date:
Mar 31, 2021
Telephone
Number:
503-256-5995
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21
FILE NUMBER:
030-334
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?
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?
$500,000
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?
Yes
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?
11/2021
20. How many members did the labor organization
have at the end of the reporting period?
2,255
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
N/A
per
Month
$39.00
$111.00
(b) Working Dues/Fees
N/A
per
N/A
N/A
N/A
(c) Initiation Fees
$150.00
per
One time
N/A
N/A
(d) Transfer Fees
$57.50
per
Transfer
N/A
N/A
(e) Work Permits
N/A
per
N/A
N/A
N/A
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS
AND LIABILITIES
FILE NUMBER:
030-334
ASSETS
ASSETS
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash
$630,372
$704,642
23. Accounts Receivable
1
$0
24. Loans Receivable
2
25. U.S. Treasury
Securities
$0
$0
26. Investments
5
27. Fixed Assets
6
$95,625
$89,716
28. Other Assets
7
$6,856
29.
TOTAL ASSETS
$732,853
$794,358
LIABILITIES
LIABILITIES
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable
8
31. Loans Payable
9
32. Mortgages Payable
$467,429
$447,030
33. Other Liabilities
10
$26,522
$39,090
34. TOTAL
LIABILITIES
$493,951
$486,120
35. NET
ASSETS
$238,902
$308,238
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B -
RECEIPTS AND DISBURSEMENTS
FILE NUMBER:
030-334
CASH
RECEIPTS
SCH
AMOUNT
36. Dues and Agency Fees
$1,808,081
37. Per Capita Tax
$0
38. Fees, Fines,
Assessments, Work Permits
$28,419
39. Sale of Supplies
$0
40. Interest
$1,048
41. Dividends
$0
42. Rents
$0
43. Sale of Investments
and Fixed Assets
3
44. Loans Obtained
9
45. Repayments of Loans
Made
2
46. On Behalf of
Affiliates for Transmittal to Them
$518
47. From Members for
Disbursement on Their Behalf
$0
48. Other Receipts
14
$962
49. TOTAL RECEIPTS
$1,839,028
CASH DISBURSEMENTS
SCH
AMOUNT
50.
Representational Activities
15
$682,391
51.
Political Activities and Lobbying
16
$1,922
52.
Contributions, Gifts, and Grants
17
$3,098
53. General
Overhead
18
$220,477
54. Union
Administration
19
$32,081
55. Benefits
20
$316,619
56. Per
Capita Tax
$430,867
57. Strike
Benefits
$0
58. Fees,
Fines, Assessments, etc.
$0
59. Supplies
for Resale
$0
60. Purchase
of Investments and Fixed Assets
4
$3,981
61. Loans
Made
2
62.
Repayment of Loans Obtained
9
63. To
Affiliates of Funds Collected on Their Behalf
$496
64. On
Behalf of Individual Members
$0
65. Direct
Taxes
$78,848
66. Subtotal
$1,770,780
67.
Withholding Taxes and Payroll Deductions
67a. Total
Withheld
$210,561
67b. Less Total
Disbursed
$204,539
67c.
Total Withheld But Not Disbursed
$6,022
68.
TOTAL DISBURSEMENTS
$1,764,758
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS
RECEIVABLE AGING SCHEDULE
FILE NUMBER:
030-334
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:
030-334
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:
030-334
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); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE
OF INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
030-334
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total
of all lines above
$3,981
$3,981
$3,981
Furniture and Equipment - desk, cabinets, chair
$3,981
$3,981
$3,981
Less Reinvestments
$0
(The
total from Net Purchases Line will be automatically
entered in Item 60.)
Net Purchases
$3,981
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 -
INVESTMENTS
FILE NUMBER:
030-334
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:
030-334
Description
(A)
Cost or Other Basis
(B)
Total Depreciation or
Amount Expensed
(C)
Book Value
(D)
Value
(E)
A.
Land (give location)
Land
1
:
1230 NE 106th Ave. Portland, OR
$48,823
$48,823
$322,500
B.
Buildings (give location)
Building
1
:
1230 NE 106th Ave. Portland, OR
$574,360
$538,022
$36,338
$1,611,020
C. Automobiles
and
Other Vehicles
D. Office
Furniture
and Equipment
$74,543
$69,988
$4,555
$4,555
E.
Other Fixed Assets
F. Totals of Lines A through E
(Column(D) Total will be automatically entered in Item
27, Column(B))
$697,726
$608,010
$89,716
$1,938,075
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER
ASSETS
FILE NUMBER:
030-334
Description
(A)
Book Value
(B)
Total
(Total will be automatically entered in Item 28, Column(B))
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS
PAYABLE AGING SCHEDULE
FILE NUMBER:
030-334
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); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS
PAYABLE
FILE NUMBER:
030-334
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:
030-334
Description
(A)
Amount at End of Period
(B)
Total Other Liabilities
(Total will be automatically entered in Item 33, Column(D))
$39,090
Payroll Withholding Payable
$459
Vacation Obligation
$38,631
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL
OFFICERS AND DISBURSEMENTS TO OFFICERS
FILE NUMBER:
030-334
(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
Sloy
,
Leslie
F Secretary-Treasurer C
$120,765
$0
$191
$120,956
I
Schedule 15
Representational Activities
88
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
12
%
A
B
C
Dart
,
Charlene
W President C
$0
$2,750
$15
$2,765
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
100
%
A
B
C
Hill
,
Richard
C Vice-President C
$0
$3,000
$51
$3,051
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
100
%
A
B
C
Tully
,
David
A Rec Secre/ Business Agent C
$105,028
$8,820
$1,040
$114,888
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
Maia
,
Jonathan
W Trustee C
$0
$3,000
$15
$3,015
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
100
%
A
B
C
Robburts
,
Karine
D Trustee/ Business Agent C
$78,556
$8,820
$1,814
$89,190
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
Keikkala
,
Jeffery
W Trustee C
$0
$3,000
$15
$3,015
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
100
%
Total Officer
Disbursements
$304,349
$29,390
$3,141
$0
$336,880
Less Deductions
$109,680
Net
Disbursements
$227,200
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 -
DISBURSEMENTS TO EMPLOYEES
FILE NUMBER:
030-334
(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
Burchak
,
Jill
M Bookkeeper None
$85,350
$0
$39
$85,389
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
100
%
Schedule 19
Administration
0
%
A
B
C
Jensen
,
Brent
P Business Agent None
$108,582
$8,820
$1,374
$118,776
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
Mann
,
Michael
G Business Agent None
$70,397
$8,820
$2,513
$81,730
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
%
TOTALS RECEIVED
BY EMPLOYEES MAKING $10,000 OR LESS
$6,811
$0
$6,811
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
100
%
Schedule 19
Administration
0
%
Total
Employee Disbursements
$271,140
$17,640
$3,926
$0
$292,706
Less
Deductions
$100,881
Net Disbursements
$191,825
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 -
MEMBERSHIP STATUS
FILE NUMBER:
030-334
Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members
(Total of all lines above)
2,255
Agency Fee Payers*
1
Total Members/Fee Payers
2,256
*Agency Fee Payers are
not considered members of the labor organization.
Active Members
2,255
Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE
- SCHEDULES 14 THROUGH 19
FILE NUMBER:
030-334
SCHEDULE 14 OTHER RECEIPTS
1. Named Payer
Itemized Receipts
$0
2. Named Payer
Non-itemized Receipts
$0
3. All Other Receipts
$962
4. Total
Receipts
$962
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
$3,098
6. Total
Disbursements
$3,098
SCHEDULE 15 REPRESENTATIONAL
ACTIVITIES
1. Named Payee
Itemized Disbursements
$133,867
2. Named Payee
Non-itemized Disbursements
$30,367
3. To Officers
$306,437
4. To Employees
$200,506
5. All Other
Disbursements
$11,214
6. Total
Disbursements
$682,391
SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee
Itemized Disbursements
$25,255
2. Named Payee
Non-itemized Disbursements
$52,004
3. To Officers
$0
4. To Employees
$92,200
5. All Other
Disbursements
$51,018
6. Total
Disbursements
$220,477
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
$1,922
6. Total
Disbursements
$1,922
SCHEDULE 19 UNION
ADMINISTRATION
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$30,443
4. To Employees
$0
5. All Other
Disbursements
$1,638
6. Total
Disbursements
$32,081
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER
RECEIPTS
FILE NUMBER:
030-334
There was no data
found for this schedule.
SCHEDULE 15 -
REPRESENTATIONAL ACTIVITIES
FILE NUMBER:
030-334
Name and Address
(A)
Eric B Lindauer
1000 SW Broadway Suite 2400 Portland OR 97205
Type or Classification
(B)
Arbitrator
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$13,967
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$13,967
Arbitration services
10/14/2020
$13,967
Name and Address
(A)
IBA, Symonds & Dunn
10260 SW Greenburg Rd #400 Portland OR 97223
Type or Classification
(B)
Court Reporting Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,417
Total of All Transactions with this
Payee/Payer for This Schedule
$5,417
Name and Address
(A)
Tedesco Law Group
1316 NE Broadway St, Unit A Portland OR 97232
Type or Classification
(B)
Legal Counsel
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$119,900
Total
Non-Itemized Transactions with this Payee/Payer
$12,382
Total of All Transactions with this
Payee/Payer for This Schedule
$132,282
Legal fees for arbitration and grievances
01/31/2020
$5,164
Legal fees for arbitration and grievances
03/31/2020
$11,310
Legal fees for arbitration and grievances
04/30/2020
$17,731
Legal fees for arbitration and grievances
05/29/2020
$10,610
Legal fees for arbitration and grievances
06/18/2020
$7,405
Legal fees for arbitration and grievances
06/30/2020
$24,465
Legal fees for arbitration and grievances
07/31/2020
$6,400
Legal fees for arbitration and grievances
08/28/2020
$16,400
Legal fees for arbitration and grievances
09/30/2020
$8,276
Legal fees for arbitration and grievances
10/30/2020
$12,139
Name and Address
(A)
The Bureau of National Affairs, Inc 419889
Boston MA 02241-9889
Type or Classification
(B)
Publication Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$6,787
Total of All Transactions with this
Payee/Payer for This Schedule
$6,787
Name and Address
(A)
Thomas F. Levak 82639
Portland OR 97282-0639
Type or Classification
(B)
Arbitrator
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,781
Total of All Transactions with this
Payee/Payer for This Schedule
$5,781
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 -
POLITICAL ACTIVITIES AND LOBBYING
FILE NUMBER
030-334
There was no data
found for this schedule.
SCHEDULE 17 -
CONTRIBUTIONS, GIFTS & GRANTS
FILE NUMBER:
030-334
There was no data
found for this schedule.
SCHEDULE 18 - GENERAL
OVERHEAD
FILE NUMBER:
030-334
Name and Address
(A)
Artkore
6035 Harrison Ste 3 Las Vegas NV 89120
Type or Classification
(B)
Printing and Graphics Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$12,500
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$12,500
Deposit for face masks and neck gaiters
07/22/2020
$6,250
Balance due for face masks and neck gaiters
08/31/2020
$6,250
Name and Address
(A)
Bank of the West
419 NW Broadway Portland OR 97209
Type or Classification
(B)
Mortgage Loan Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$43,176
Total of All Transactions with this
Payee/Payer for This Schedule
$43,176
Name and Address
(A)
CenturyLink 91155
Seattle WA 98111-9255
Type or Classification
(B)
Telecommunications Service Provider
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$7,073
Total of All Transactions with this
Payee/Payer for This Schedule
$7,073
Name and Address
(A)
Huebner Dooley and Certified Public Accountants P.
1424 NE 155th St, Suite 100 Shoreline WA 98155
Type or Classification
(B)
Certified Public Accountants
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$12,755
Total
Non-Itemized Transactions with this Payee/Payer
$1,755
Total of All Transactions with this
Payee/Payer for This Schedule
$14,510
Audit progress billing
03/11/2020
$6,845
Audit progress billing
04/09/2020
$5,910
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION
ADMINISTRATION
FILE NUMBER:
030-334
There was no data
found for this schedule.
SCHEDULE 20 -
BENEFITS
FILE NUMBER:
030-334
Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all
lines above (Total will be automatically entered in Item
55.)
$316,619
Group Legal Insurance
ARAG Group
$520
Group Life Insurance
Genworth Life Insurance Company
$1,200
Group Life Insurance
Jackson National Life Insurance Company
$1,960
Standard Life Insurance
Joint Council of Teamsters #37
$1,079
Health and Welfare
Oregon Teamster Employers Trust
$129,325
Group Legal Insurance
Oregon Teamster Group Legal Trust Fund
$1,156
HRA Plan
Oregon Teamsters Employers Trust-HRA Plan
$7,500
Health and Welfare
OTET Retiree Subsidy Fund
$17,646
Steward and Executive Board Dues
Teamsters Local Union No. 223
$36,119
Pension
Western Conference of Teamsters Pension Trust
$120,114
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL
INFORMATION SUMMARY
FILE NUMBER:
030-334
Question 11(b):
Question 11(b): : : The Local Union controls the Teamsters Local No. 223 Building Corporation, a separate legal entity, and has the same officers and directors as the Building Corporation. The Building Corporation's purpose is to acquire, loan, lease, rent, and operate a building suitable for the purpose of the Local Union. The address of the Building Corporation is 1230 NE 106th Avenue, Portland, OR 97220. The financial operations of the Building Corporation are consolidated into the Local Union and included in this LM-2 report.
Question 12: The Local Union's financial statements were audited in the current year by:
Huebner, Dooley & McGinness, P.S.
Certified Public Accountants
1424 NE 155th Street, Suite 100
Shoreline, WA 98155
(206) 522-8000
www.hdm-cpa.com
Question 16: Long-term debt of the Local Union, through the Building Corporation, consists of a mortgage note payable of $449,463 as of December 31, 2020. The note payable is collateralized with an interest in the office building.
Schedule 13, Row1:
Schedule 13, Row1:Active Members are individuals that have executed a written application for membership on a form provided by the Secretary-Treasurer and have paid initiation fees and one month's dues. Also, the Local Union has accepted this individual's application and dues. An active member has taken an oath of obligation as a member at a regular meeting following acceptance of their application, unless dispensed with by the Local Union policy or practice. This category of membership pays dues in order to remain a member in good standing.