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: 01-31-2025
MUST BE USED BY LABOR ORGANIZATIONS WITH $250,000 OR MORE IN TOTAL ANNUAL RECEIPTS AND LABOR ORGANIZATIONS IN TRUSTEESHIP

This report is mandatory under P.L. 86-257, as amended.  Failure to comply may result in criminal prosecution, fines, or civil penalties as provided by 29 U.S.C. 439 or 440.
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.
For Official Use Only
1. FILE NUMBER
001-158
2. PERIOD COVERED
From07/01/2022
Through06/30/2023
3. (a) AMENDED - Is this an amended report:
No
(b) HARDSHIP - Filed under the hardship procedures:
No
(c) TERMINAL - This is a terminal report:No
4. AFFILIATION OR ORGANIZATION NAME
TRANSIT UNION AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
LOCAL DIVISION
 6. DESIGNATION NBR
757
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name
MARY
 Last Name
LONGORIA
P.O Box - Building and Room Number

Number and Street
1801 N E COUCH ST
City
PORTLAND
State
OR		 ZIP Code + 4
972323054


9. Are your organization's records kept at its mailing address?


Yes

Each of the undersigned, duly authorized officers of the above labor organization, declares, under penalty of perjury and other applicable penalties of law, that all of the information submitted in this report (including information contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned individual's knowledge and belief, true, correct and complete (See Section VI on penalties in the instructions.)
70. SIGNED:Shirley A BlockPRESIDENT71. SIGNED:Mary A LongoriaTREASURER
Date:Sep 28, 2023Telephone Number:503-232-9144Date:Sep 28, 2023Telephone Number:503-232-9144
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 001-158
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?Yes
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$1,000,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?No
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?06/2024
20. How many members did the labor organization have at the end of the reporting period?5,112
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/FeesBy PropertyperN/A3.6479.00
(b) Working Dues/FeesN/AperN/AN/AN/A
(c) Initiation FeesN/AperN/AN/AN/A
(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: 001-158

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $2,768,081$2,723,882
23. Accounts Receivable1$0$0
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $0$0
26. Investments5$138,731$161,843
27. Fixed Assets6$165,851$206,034
28. Other Assets7$1,953$1,873
29. TOTAL ASSETS $3,074,616$3,093,632

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$0$0
31. Loans Payable9$5,473$5,346
32. Mortgages Payable $0$0
33. Other Liabilities10$0$0
34. TOTAL LIABILITIES $5,473$5,346
35. NET ASSETS$3,069,143$3,088,286
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 001-158

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $2,214,866
37. Per Capita Tax $958,113
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $44,232
41. Dividends $0
42. Rents $0
43. Sale of Investments and Fixed Assets3$54,751
44. Loans Obtained9$90,955
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$8,737
49. TOTAL RECEIPTS $3,371,654
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$355,993
51. Political Activities and Lobbying16$73,408
52. Contributions, Gifts, and Grants17$23,300
53. General Overhead18$529,836
54. Union Administration19$1,054,220
55. Benefits20$329,901
56. Per Capita Tax $958,113
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$0
61. Loans Made2$0
62. Repayment of Loans Obtained9$91,082
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $0
65. Direct Taxes $0
  
66. Subtotal $3,415,853
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$312,695  
  67b. Less Total Disbursed$312,695  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $3,415,853
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 001-158

Entity or Individual Name
(A) 		Total Account Receivable
(B) 		90-180 Days
Past Due
(C) 		180+ Days
Past Due
(D) 		Liquidated Account
Receivable
(E)
Total of all itemized accounts receivable$0$0$0$0
Totals from all other accounts receivable    
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $0$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 001-158

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises 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: 001-158

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Gross Sales Price
(D) 		Amount Received
(E)
Total of all lines above$77,214$13,966$54,751$54,751
2016 Dodge Journey$21,346$0$10,751$10,751
2019 Subaru Outback$29,135$7,284$22,000$22,000
2019 Subaru Outback$26,733$6,682$22,000$22,000
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$54,751
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 001-158

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$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: 001-158

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost$29,978
B. Total Book Value$121,488
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • Altria Group Inc
$9,060
  • MicroSoft Corp
$68,108
  • Mondelez Intl Inc
$10,066
  • Philip Morris Intl Inc
$19,524
  • Shell PLC ADR
$6,038
Other Investments 
D. Total Cost$42,630
E. Total Book Value$40,355
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)) $161,843
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 001-158

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      1801 NE Couch Street, Portalnd OR 97232-3054$52,534 $52,534$647,720
B. Buildings (give location)    
Building  1 :      1801 NE Couch Street, Portalnd OR 97232-3054$441,272$414,479$26,793$512,500
C. Automobiles and Other Vehicles$119,064$26,736$92,328$90,749
D. Office Furniture and Equipment$183,729$149,350$34,379$10,000
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $796,599$590,565$206,034$1,260,969
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 001-158

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $1,873
Prepaid Expenses$1,873
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 001-158

Entity or Individual Name
(A) 		Total Account
Payable
(B) 		90-180 Days
Past Due
(C) 		180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable$0$0$0$0
Total from all other accounts payable$0$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $0$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 001-158

Source of Loans Payable at Any
Time During the Reporting Period
(A) 		Loans Owed at
Start of Period
(B) 		Loans Obtained
During Period
(C) 		Repayment
During Period
Cash
(D)(1) 		Repayment
During Period
Other Than Cash
(D)(2) 		Loans Owed at
End of Period
(E)
Total Loans Payable$5,473$90,955$91,082$0$5,346
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
Bank of America Credit Cards - Net$5,473$90,955$91,082$0$5,346
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 001-158

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 001-158

(A)
Name		(B)
Title		(C)
Status		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances
Disbursed 		(F)
Disbursements for Official Business 		(G)
Other
Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Block ,  Shirley   A
President
C		$154,807$154,807
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 %
A
B
C 		Casey ,  Frederick   A
Vice President
C		$140,366$140,366
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Longoria ,  Mary   A
Financial Secretary Treas
C		$148,211$148,211
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		95 %
A
B
C 		Appelhanz ,  James   B
Executive Board Officer
C		$5,292$5,292
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Bradley ,  William   J
Executive Board Officer
C		$104,987$104,987
I
Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		7 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		68 %
A
B
C 		Burke ,  Mikel   S
Executive Board Officer
C		$5,292$5,292
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Clark ,  Alina   C
Executive Board Officer
N		$13,992$13,992
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Grams ,  Jesse   S
Executive Board Officer
N		$3,329$3,329
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Howard ,  Terrance   L
Executive Board Officer
C		$12,304$12,304
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Kinoshita ,  Kevin   K
Executive Board Officer
C		$16,967$16,967
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Lopez ,  Lilia   M
Executive Board Officer
C		$11,610$11,610
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		McCurry ,  Michael   W
Executive Board Officer
C		$11,032$11,032
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Melton ,  Gladys   M
Executive Board Officer
C		$13,502$13,502
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Montgomery ,  Kerry   J
Executive Board Officer
C		$8,138$8,138
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Petersen ,  Shawn   L
Executive Board Officer
N		$8,940$8,940
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Ruffin ,  Joe III  
Executive Board Officer
C		$14,329$14,329
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Smith ,  Randall   L
Executive Boar Officer
C		$11,327$11,327
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Tompte ,  Anna   M
Executive Board Officer
C		$9,310$9,310
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
Total Officer Disbursements$693,735$0$0$0$693,735
Less Deductions     
Net Disbursements    $693,735
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 001-158

(A)
Name		(B)
Title		(C)
Other Payer		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances Disbursed 		(F)
Disbursements for Official Business 		(G)
Other Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Archie ,  Melissa   S
Executive Secretary
N/A		$84,483$84,483
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 		Bower ,  Danielle   A
Administrative Secretary
N/A		$64,786$64,786
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 		Cordova ,  Krista   M
Labor Relations Coordinat
N/A		$120,616$120,616
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		80 %
A
B
C 		Duarte ,  Sherri   L
Administrative Secretary
N/A		$76,356$76,356
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 		Mota ,  Marijana  
Administrative Secretary
N/A		$69,315$69,315
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 		Pitre ,  Tiffany   K
Support Staff
N/A		$23,366$23,366
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$80,096$80,096
I Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		80 %
Total Employee Disbursements$519,018$0$0$0$519,018
Less Deductions     
Net Disbursements    $519,018
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 001-158

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 5,112 
Agency Fee Payers*
Total Members/Fee Payers5,112 
*Agency Fee Payers are not considered members of the labor organization.
Active member currently working for an employer that the Union represents3,842Yes
Military Leave of Absence4Yes
Retired members prior to 19935Yes
Retired members after 19921,255Yes
50 year retired members6Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 001-158

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$0
2. Named Payer Non-itemized Receipts$0
3. All Other Receipts$8,737
4. Total Receipts$8,737
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$22,500
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$800
6. Total Disbursements$23,300
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$315,851
4. To Employees$40,142
5. All Other Disbursements
6. Total Disbursements$355,993
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$166,160
2. Named Payee Non-itemized Disbursements$115,892
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$247,784
6. Total Disbursements$529,836
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$66,000
2. Named Payee Non-itemized Disbursements$59
3. To Officers$7,349
4. To Employees$0
5. All Other Disbursements
6. Total Disbursements$73,408
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$47,121
2. Named Payee Non-itemized Disbursements$113,957
3. To Officers$370,539
4. To Employees$478,876
5. All Other Disbursements$43,727
6. Total Disbursements$1,054,220
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 001-158

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 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 001-158

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 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 001-158

Name and Address
(A)
CenterPoint Strategy Consultants

29265 NE Benjamin Rd.
NewBerg
OR
97132
Type or Classification
(B)
Lobbyist
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$66,000
Total Non-Itemized Transactions with this Payee/Payer$59
Total of All Transactions with this Payee/Payer for This Schedule$66,059
Lobbying07/07/2022$5,500
Lobbying08/09/2022$5,500
Lobbying09/08/2022$5,500
Lobbying10/10/2022$5,500
Lobbying11/04/2022$5,500
Lobbying12/05/2022$5,500
Lobbying01/04/2023$5,500
Lobbying02/02/2023$5,500
Lobbying03/06/2023$5,500
Lobbying04/04/2023$5,500
Lobbying05/04/2023$5,500
Lobbying06/06/2023$5,500
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 001-158

Name and Address
(A)
Labor Community Service Agency, Inc

9955 SE Washington, Ste 301
Portland
OR
97216
Type or Classification
(B)
Charitable Donation
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,500
Charitable Donation11/11/2022$7,500
Name and Address
(A)
Retired Transit Employee

24600 NW ST HELENS RD M32
Portland
OR
97231
Type or Classification
(B)
Charitable Contributions
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$15,000
Charitable Contributions06/27/2023$15,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 001-158

Name and Address
(A)
AT&T Wireless
6463

Carol Stream
IL
60197
Type or Classification
(B)
Telephone Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,323
Total of All Transactions with this Payee/Payer for This Schedule$5,323
Name and Address
(A)
CashStar Inc.
913248

Denver
CO
80291
Type or Classification
(B)
Gift Cards
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,920
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,920
Gift Cards07/07/2022$7,920
Name and Address
(A)
Cit
PO Box 100706

Pasadena
CA
91189
Type or Classification
(B)
Copier Lease
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,571
Total of All Transactions with this Payee/Payer for This Schedule$8,571
Name and Address
(A)
Comcast Business
60533

Industry
CA
91716
Type or Classification
(B)
Telephone Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,694
Total of All Transactions with this Payee/Payer for This Schedule$5,694
Name and Address
(A)
Comcast Business PA
37601

Philadelphia
PA
19101
Type or Classification
(B)
Telephone Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,607
Total of All Transactions with this Payee/Payer for This Schedule$5,607
Name and Address
(A)
Costco

4849 NE 138th Ave
Portland
OR
97230
Type or Classification
(B)
Food & Supplies
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,459
Total Non-Itemized Transactions with this Payee/Payer$2,137
Total of All Transactions with this Payee/Payer for This Schedule$22,596
Food & Supplies08/09/2022$20,459
Name and Address
(A)
DeAngelo's Catering, Inc.

9037 SW Burnham Street
Tigard
OR
97223
Type or Classification
(B)
Catering
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$48,104
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$48,104
Catering06/22/2023$24,052
Catering06/28/2023$24,052
Name and Address
(A)
Liberty Mutual
PO BOX 91013

Chicago
IL
60666-0946
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,431
Total Non-Itemized Transactions with this Payee/Payer$130
Total of All Transactions with this Payee/Payer for This Schedule$11,561
Insurance Premium09/26/2022$11,431
Name and Address
(A)
Marlin Business Bank
13604

Philadelphia
PA
19101
Type or Classification
(B)
Equipment Lease
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,100
Total of All Transactions with this Payee/Payer for This Schedule$5,100
Name and Address
(A)
Morel Ink.

4824 NE 42nd Ave
Portland
OR
97218
Type or Classification
(B)
Office Supplies
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,885
Total of All Transactions with this Payee/Payer for This Schedule$5,885
Name and Address
(A)
Northwest Labor Press
13150

Portland
OR
97213
Type or Classification
(B)
Printing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,088
Total Non-Itemized Transactions with this Payee/Payer$40,136
Total of All Transactions with this Payee/Payer for This Schedule$48,224
Printing04/14/2023$8,088
Name and Address
(A)
Solutions Yes

8300 SW Hunziker St
Portland
OR
97223
Type or Classification
(B)
Legal & Professional Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,554
Total of All Transactions with this Payee/Payer for This Schedule$11,554
Name and Address
(A)
Target

3031 SE Powell Blvd
Portland
OR
97202
Type or Classification
(B)
Gifts/Gift Cards
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$13,724
Total of All Transactions with this Payee/Payer for This Schedule$13,724
Name and Address
(A)
The Frank Doolittle Company

11811 NE 1st Street
Bellevue
WA
98005
Type or Classification
(B)
Swag
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,179
Total Non-Itemized Transactions with this Payee/Payer$7,931
Total of All Transactions with this Payee/Payer for This Schedule$21,110
Swag04/11/2023$6,227
Swag05/18/2023$6,952
Name and Address
(A)
Traxton CPA

12725 SW 66th Ave Ste 202
Tigard
OR
97223
Type or Classification
(B)
Accounting & Audit Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$44,768
Total Non-Itemized Transactions with this Payee/Payer$4,100
Total of All Transactions with this Payee/Payer for This Schedule$48,868
Accounting & Audit Services07/20/2022$16,875
Accounting & Audit Services12/08/2022$6,125
Accounting & Audit Services01/18/2023$14,768
Accounting & Audit Services04/04/2023$7,000
Name and Address
(A)
Wheatland Insurance

312 E 3rd Street
The Dalles
OR
97058
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,211
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$12,211
Insurance Premium11/10/2022$12,211
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 001-158

Name and Address
(A)
Alaska Airlines

999 NW Frontage Rd
Troutdale
OR
97060
Type or Classification
(B)
Convention/Travel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,511
Total of All Transactions with this Payee/Payer for This Schedule$8,511
Name and Address
(A)
Apex Professional Painting Corp

5421 SE 108th Ave
Portland
OR
97266
Type or Classification
(B)
Painting
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,000
Total Non-Itemized Transactions with this Payee/Payer$7,500
Total of All Transactions with this Payee/Payer for This Schedule$15,500
Painting12/19/2022$8,000
Name and Address
(A)
Bloomberg Industry Group
419889

Boston
MA
02241
Type or Classification
(B)
Legal & Professional
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,660
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,660
Legal & Professional05/11/2023$7,660
Name and Address
(A)
Caesars Palace

3570 S Las Vegas Blvd
Las Vegas
NV
89109
Type or Classification
(B)
Convention/Travel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$17,964
Total of All Transactions with this Payee/Payer for This Schedule$17,964
Name and Address
(A)
DaVinci Digital, LLC

4906 SE Winworth CT
Milwaukie
OR
97222
Type or Classification
(B)
Tech Support/IT
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$60,669
Total of All Transactions with this Payee/Payer for This Schedule$60,669
Name and Address
(A)
Modern Blueprint

6360 SE Alexander St
Hillsboro
OR
97123
Type or Classification
(B)
Repairs & Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$18,770
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$18,770
Repairs & Maintenance12/13/2022$9,385
Repairs & Maintenance02/02/2023$9,385
Name and Address
(A)
Multnomah County Oregon
2716
1800 SW 1st Avenue
Portland
OR
97208
Type or Classification
(B)
Property Taxes
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,691
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$12,691
Property Taxes01/31/2023$12,691
Name and Address
(A)
PGE
4438

Portland
OR
97208
Type or Classification
(B)
Utilities
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,115
Total of All Transactions with this Payee/Payer for This Schedule$5,115
Name and Address
(A)
Purchase Power/EasyPermit Postage
981026

Boston
MA
02298
Type or Classification
(B)
Postage
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,106
Total of All Transactions with this Payee/Payer for This Schedule$7,106
Name and Address
(A)
Township-United Building Services, LLC

7763 SW Cirrus Drive
Beaverton
OR
97008
Type or Classification
(B)
Repairs & Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,092
Total of All Transactions with this Payee/Payer for This Schedule$7,092
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 001-158

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$329,901
Health & Dental InsuranceTri-Met$240,117
Health & Dental InsuranceStandard Insurance Company$15,567
Pension ContributionAmerican Funds Service Company$23,010
Reimburse Benefits Cost for Detailed MembersTo Members' Employers$51,207
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 001-158


Question 10:

Question 10:

Question 10:

Question 10: ATU/TriMet Joint Pension Trust Fund 1800 SW 1st Ave. Portland, OR Lane County Transit District Joint Trust, Pension 3500 E 17th Eugene, OR Clark County Public Transportation Benefit Health Trust 2625 NE 65th Vancouver, WA

Question 11(a):

Question 11(a):

Question 11(a):

Question 11(a):

Question 11(a): Amalgamated Transit Union Division 757 Legislative Fund PAC Number 3094 and is reported to the Sate of Oregon

Question 12:

Question 12:

Question 12:

Question 12: Aaron Traxton, CPA 12725 SW 66th Ave. Suite 202 Tigard, OR 97223

Schedule 9, Row1:

Schedule 9, Row1:

Schedule 13, Row4:

Schedule 13, Row4::::Retired members who are retired after 1992 and pay a reduced dues amount. These members vote for the full time officers only.

Schedule 13, Row4:

Schedule 13, Row4::::

Schedule 13, Row5:

Schedule 13, Row5::::These members retired after 1992 and do not pay dues, they vote on the full time officers only.

Schedule 13, Row5:

Schedule 13, Row5::::

Schedule 13, Row1:Schedule 13, Row1::::These members would be paying full dues to the Local Union. These members vote for the full time officers, the Executive Board Officers, and Liaison Officers from their property.

Schedule 13, Row1:

Schedule 13, Row1::::

Schedule 13, Row2:

Schedule 13, Row2::::These members are on LOA to serve in the armed forces and do not pay dues. These members vote on the full time officers, Executive Board Officer, and the Liaison Officers from their property.

Schedule 13, Row2:

Schedule 13, Row2::::

Schedule 13, Row3:

Schedule 13, Row3::::These members retired before 1993 and pay a reduced dues amount. They vote on the full time officers only.

Schedule 13, Row3:

Schedule 13, Row3::::

General Information:
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)