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
515-587
2. PERIOD COVERED
From10/01/2022
Through09/30/2023
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
TRANSPORT WORKERS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
 6. DESIGNATION NBR
556
7. UNIT NAME (if any)
AIR TRANSPORT SOUTHWEST AIRLINES FLIGHT ATTENDANTS
8. MAILING ADDRESS (Type or print in capital letters)
First Name
LYN
 Last Name
MONTGOMERY
P.O Box - Building and Room Number

Number and Street
8787 Stemmons Fwy, Ste 600
City
DALLAS
State
TX		 ZIP Code + 4
752473781


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:Lyn MontgomeryPRESIDENT71. SIGNED:melissa leyvaTREASURER
Date:Dec 23, 2023Telephone Number:214-640-4301Date:Dec 23, 2023Telephone Number:214-640-4304
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 515-587
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?$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?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?Yes
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?03/2024
20. How many members did the labor organization have at the end of the reporting period?20,971
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees50perMonth5050
(b) Working Dues/FeesNoneperN/AN/AN/A
(c) Initiation Fees100perOne-time100100
(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: 515-587

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $5,446,439$5,728,635
23. Accounts Receivable1$0$0
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $0$0
26. Investments5$395,982$415,421
27. Fixed Assets6$189,971$118,778
28. Other Assets7$40,000$0
29. TOTAL ASSETS $6,072,392$6,262,834

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$0$0
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$515$1,417
34. TOTAL LIABILITIES $515$1,417
35. NET ASSETS$6,071,877$6,261,417
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 515-587

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $10,883,773
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $1,500,857
39. Sale of Supplies $0
40. Interest $57,234
41. Dividends $16,821
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$181,313
49. TOTAL RECEIPTS $12,639,998
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$6,770,099
51. Political Activities and Lobbying16$78,550
52. Contributions, Gifts, and Grants17$36,660
53. General Overhead18$1,825,211
54. Union Administration19$408,307
55. Benefits20$37,160
56. Per Capita Tax $3,170,067
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$32,448
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 $0
  
66. Subtotal $12,358,502
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$73,356  
  67b. Less Total Disbursed$72,656  
  67c. Total Withheld But Not Disbursed $700
68. TOTAL DISBURSEMENTS $12,357,802
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 515-587

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$0$0$0$0
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: 515-587

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$0$0$0$0$0
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: 515-587

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: 515-587

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$32,448$32,448$32,448
8 Laptops$7,603$7,603$7,603
3 MacBooks$5,935$5,935$5,935
1 IPAD$1,443$1,443$1,443
1 Conference Phone$646$646$646
Marketable Securities$16,821$16,821$16,821
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$32,448
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 515-587

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost
B. Total Book Value$415,421
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • Balanced Index Fund Adm 0502-88111681851
$117,668
  • Total Bond Mkt Index Adm 0584-88111681851
$202,897
  • Wellesley Income Fund Adm 0527-88111681851
$94,856
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)) $415,421
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 515-587

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$22,003$22,003$0$0
D. Office Furniture and Equipment$969,243$870,016$99,227$99,000
E. Other Fixed Assets$78,382$58,831$19,551$19,000
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,069,628$950,850$118,778$118,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 515-587

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: 515-587

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: 515-587

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: 515-587

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $1,417
FUTA Payable$168
TEC Payable$300
Retirement Payable$76
Credit Card Liability$873
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 515-587

(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 		MONTGOMERY ,  LYN  
PRESIDENT
C		$114,595$4,326$118,921
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 		MASSONI ,  MICHAEL  
1ST VP
C		$125,296$14,944$140,240
I
Schedule 15
Representational Activities 		74 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		12 % Schedule 19
Administration 		14 %
A
B
C 		KING ,  CORLISS  
2ND VP
C		$116,154$116,154
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		3 % Schedule 19
Administration 		45 %
A
B
C 		LEYVA ,  MELISSA  
TRES/FIN SEC
C		$76,216$522$76,738
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 		BREUER ,  ASHLEY  
REC SEC
C		$83,263$444$83,707
I
Schedule 15
Representational Activities 		58 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		42 % Schedule 19
Administration 		0 %
A
B
C 		HOGAN ,  KATHLEEN  
BOARD MEMBER AT LARGE
C		$62,542$62,542
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 		MILLER ,  CHARLA  
BOARD MEMBER AT LARGE
C		$80,183$80,183
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 		MIDDLETON ,  GAYLE  
BOARD MEMBER AT LARGE
C		$115,400$34$115,434
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 		MARSH ,  RENDA  
BOARD MEMBER AT LARGE
C		$111,056$111,056
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		0 %
A
B
C 		LOUCKS ,  KRISTEN  
BOARD MEMBER AT LARGE
C		$36,122$313$36,435
I
Schedule 15
Representational Activities 		70 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		26 % Schedule 19
Administration 		4 %
A
B
C 		MODELO ,  DANIEL  
BOARD MEMBER AT LARGE
C		$67,169$602$67,771
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 		HEAD ,  ALISON  
DEBM ATLANTA
C		$57,842$57,842
I
Schedule 15
Representational Activities 		59 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		41 % Schedule 19
Administration 		0 %
A
B
C 		WEST ,  DAMION  
DEBM BALTIMORE
P		$37,711$37,711
I
Schedule 15
Representational Activities 		70 % Schedule 16
Political Activities and Lobbying 		12 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		18 %
A
B
C 		KEITH ,  DONNA  
DEBM CHICAGO
C		$109,686$873$110,559
I
Schedule 15
Representational Activities 		93 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		7 % Schedule 19
Administration 		0 %
A
B
C 		SIMPSON ,  JAMIE  
DEBM DENVER
C		$93,536$93,536
I
Schedule 15
Representational Activities 		93 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		0 %
A
B
C 		SCARBROUGH ,  KRISTIE  
DEBM DALLAS
C		$87,090$87,090
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 		JACKSON ,  DAVID  
DEBM HOUSTON
C		$102,756$102,756
I
Schedule 15
Representational Activities 		64 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		36 % Schedule 19
Administration 		0 %
A
B
C 		TORREZ ,  MARK  
DEBM LOS ANGELES
C		$102,512$281$102,793
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		3 % Schedule 19
Administration 		0 %
A
B
C 		OROZCO ,  BRYAN  
DEBM LAS VEGAS
C		$69,652$534$70,186
I
Schedule 15
Representational Activities 		89 % Schedule 16
Political Activities and Lobbying 		8 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		3 % Schedule 19
Administration 		0 %
A
B
C 		SHY ,  MICHAEL  
DEBM ORLANDO
C		$126,267$228$126,495
I
Schedule 15
Representational Activities 		42 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		58 % Schedule 19
Administration 		0 %
A
B
C 		DiPIPPA ,  JOHN  
DEMB PHOENIX
C		$28,550$1,543$30,093
I
Schedule 15
Representational Activities 		97 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		3 % Schedule 19
Administration 		0 %
A
B
C 		ROSENBERG ,  JOSHUA  
DEBM OAKLAND
C		$79,523$79,523
I
Schedule 15
Representational Activities 		71 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		29 %
A
B
C 		GRUBE ,  MELISSA  
DEBM BALTIMORE
N		$80,799$1,895$82,694
I
Schedule 15
Representational Activities 		63 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		2 % Schedule 19
Administration 		35 %
Total Officer Disbursements$1,963,920$0$26,539$0$1,990,459
Less Deductions     
Net Disbursements    $1,990,459
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 515-587

(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 		Huntsman ,  Deborah  
Executive Assistant
NONE		$84,361$162$10,648$95,171
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 		Stangler ,  Juanita  
Finance Specialist
NONE		$84,361$7,177$91,538
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 		Le ,  Lisa  
Office Coordinator
NONE		$84,361$5,991$90,352
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 		Howard ,  Madeleine  
Finance Manager
NONE		$65,867$744$66,611
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 		Hutchinson ,  Tanaka  
Negotiation Team Member
NONE		$124,253$124,253
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 		Skotnik ,  Joseph  
Negotiation Team Member
NONE		$122,890$122,890
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 		Sebesta ,  Karen  
Negotiation Team Member
NONE		$118,705$118,705
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 		Vinyard ,  Marcella  
Grievance Team Member
NONE		$118,357$118,357
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 		Kennedy ,  Drew  
Tech Service Chair Person
NONE		$116,095$116,095
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 		Howayeck ,  Elizabeth  
Negotiation Team Member
NONE		$115,821$115,821
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 		Hillhouse ,  Brandon  
Grievance Team Member
NONE		$113,136$54$113,190
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 		Fitzhugh ,  Barbara  
Grievance Team Member
NONE		$111,093$441$111,534
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 		Dalak ,  Jannah  
Safety Team Member
NONE		$106,540$106,540
I
Schedule 15
Representational Activities 		93 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		7 % Schedule 19
Administration 		0 %
A
B
C 		Moore ,  Michele  
Health Chairperson
NONE		$104,055$104,055
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 		Childs ,  Lauren  
Grievance Team Member
NONE		$101,349$101,349
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 		Padilla ,  Tiffany  
Grievance Team Member
NONE		$100,574$100,574
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 		Crawford ,  Ann  
Grievance Team Member
NONE		$100,454$100,454
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 		Sweetin ,  Paul  
Grievance Team Member
NONE		$100,085$100,085
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 		Williams ,  Johnathan  
Grievance Team Member
NONE		$99,873$99,873
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 		Wilkins ,  Samantha  
Grievance Team Assistant
NONE		$99,623$99,623
I
Schedule 15
Representational Activities 		60 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		13 % Schedule 19
Administration 		25 %
A
B
C 		Harthausen ,  Amy  
Grievance Team Member
NONE		$99,105$99,105
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 		Ross ,  Elizabeth  
Grievance Team Member
NONE		$98,931$98,931
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 		Shirley ,  John  
Grievance Team Member
NONE		$98,768$98,768
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 		Damstra ,  Patricia  
Grievance Specialist
NONE		$97,438$97,438
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 		Moore ,  John  
Grievance Team Member
NONE		$97,469$1,084$98,553
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 		Watkins ,  Alice  
Grievance Team Member PT
NONE		$95,084$95,084
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 		Lowe ,  Amanda  
Education Co-Chairperson
NONE		$88,903$88,903
I
Schedule 15
Representational Activities 		41 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		42 % Schedule 19
Administration 		17 %
A
B
C 		Bass ,  Dedra  
Grievance Team Member
NONE		$88,839$88,839
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 		Firkus ,  Prairie  
Grievance Team M
NONE		$87,047$87,047
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 		Wiley ,  Stacy  
Office Staff
NONE		$71,861$71,861
I
Schedule 15
Representational Activities 		71 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		24 %
A
B
C 		Smith ,  Kathryn  
Grievance Part-Time Staff
NONE		$70,435$70,435
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 		Ricker ,  Alexander  
Scheduling Chairperson
NONE		$67,683$637$68,320
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 		Kilbourne ,  Angela  
Education Co-Chairperson
NONE		$64,771$64,771
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		16 % Schedule 19
Administration 		84 %
A
B
C 		Sanislo ,  Gary  
Grievance Team Member
NONE		$62,615$62,615
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		4 % Schedule 19
Administration 		0 %
A
B
C 		Reeder ,  Charles  
Tech Service Team Member
NONE		$60,897$60,897
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 		Hare ,  Allison  
Office Staff
NONE		$59,461$59,461
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 		Jaburek ,  Karen  
Union Member
NONE		$55,166$55,166
I
Schedule 15
Representational Activities 		72 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		28 % Schedule 19
Administration 		0 %
A
B
C 		Braxton ,  Karla  
Working Womens Committee
NONE		$46,452$194$46,646
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Schwenk ,  Erich  
Board of Elections CP
NONE		$44,854$44,854
I
Schedule 15
Representational Activities 		2 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		72 % Schedule 19
Administration 		26 %
A
B
C 		Davis ,  Courtney  
Union Member
NONE		$43,600$43,600
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		13 % Schedule 19
Administration 		47 %
A
B
C 		Parrott ,  John  
Assist Financial Treasure
NONE		$42,445$42,445
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 		Forte ,  Pamila  
Civil/Human Rights Commit
NONE		$39,373$4,443$43,816
I
Schedule 15
Representational Activities 		92 % Schedule 16
Political Activities and Lobbying 		7 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		1 %
A
B
C 		Lehman ,  Lucia  
Comm Team Member
NONE		$32,753$32,753
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		5 %
A
B
C 		Kelly-Gray ,  Heather  
Negotiation Team Assistan
NONE		$30,105$30,105
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		15 %
A
B
C 		Garnett ,  Andrea  
Union Member
NONE		$26,827$26,827
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 		Rodriguez ,  Eileen  
CISM Chairperson
NONE		$26,614$2,029$28,643
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 		Monteiro ,  Stephanie  
Union Member
NONE		$26,591$26,591
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 		Williams ,  Crystal  
Uniform Chairperson
NONE		$25,595$422$26,017
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 		Lewis ,  Jennifer  
Union Member
NONE		$23,675$23,675
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 		Kirtley ,  David  
Negotiation Team Asst
NONE		$23,093$23,093
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 		Voyik ,  Sandra  
Union Member
NONE		$21,105$21,105
I
Schedule 15
Representational Activities 		97 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		3 %
A
B
C 		Hank ,  Maria  
Union Commitees Assistant
NONE		$20,715$490$21,205
I
Schedule 15
Representational Activities 		69 % Schedule 16
Political Activities and Lobbying 		26 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		5 %
A
B
C 		Reeder ,  VeAnne  
Survey Chairperson
NONE		$19,444$19,444
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 		Gartee ,  Valerie  
Union Member
NONE		$19,163$19,163
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 		Soria ,  Rogelio  
Union Committees Assistan
NONE		$18,277$104$18,381
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		25 %
A
B
C 		Beggs ,  Kurtis  
PS Committee Chairperson
NONE		$15,552$3,044$18,596
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 		Alvarez ,  Gisela  
Union Member
NONE		$15,476$15,476
I
Schedule 15
Representational Activities 		72 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		25 %
A
B
C 		Peacock ,  Randy  
Union Member
NONE		$15,407$15,407
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 		Stegall ,  Osha  
Union Member
NONE		$15,354$243$15,597
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		19 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		1 %
A
B
C 		Paladino ,  Patrick  
Union Member
NONE		$14,788$30$14,818
I
Schedule 15
Representational Activities 		94 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		1 %
A
B
C 		Gibson ,  Kimberly  
CISM Committee Assistant
NONE		$14,539$14,539
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 		Benoit ,  LaTonia  
Union Member
NONE		$14,480$14,480
I
Schedule 15
Representational Activities 		77 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		20 %
A
B
C 		Lefebvre ,  Shelly  
New Hire Committee Assist
NONE		$13,954$3,597$17,551
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 		Voyik ,  Bradley  
Union Member
NONE		$12,576$12,576
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 		Albert ,  Chris  
Union Member
NONE		$12,320$12,320
I
Schedule 15
Representational Activities 		92 % Schedule 16
Political Activities and Lobbying 		8 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Collins ,  Makeesha  
Union Member
NONE		$12,085$12,085
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 %
A
B
C 		Wilson ,  Randy  
Union Member
NONE		$11,914$11,914
I
Schedule 15
Representational Activities 		93 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		7 %
A
B
C 		Saucier ,  Della  
Union Member
NONE		$11,530$11,530
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 		Kozak ,  Karla  
Union Member
NONE		$10,979$10,979
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 		Vavakas ,  Stacey  
Denver DEBM Team Member
NONE		$10,816$2,276$13,092
I
Schedule 15
Representational Activities 		94 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		6 %
A
B
C 		Johnson ,  Mikita  
Union Member
NONE		$10,729$10,729
I
Schedule 15
Representational Activities 		8 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		92 % Schedule 19
Administration 		0 %
A
B
C 		Ricker ,  Doreen  
Scheduling Team Member
NONE		$10,660$10,660
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 		Tipton ,  Wayne  
Veterans Vice-Chari
NONE		$9,701$1,355$11,056
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$356,214$1,329$357,543
I Schedule 15
Representational Activities 		84 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		4 %
Total Employee Disbursements$4,556,081$0$21,934$24,560$4,602,575
Less Deductions     
Net Disbursements    $4,602,575
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 515-587

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 20,971 
Agency Fee Payers*42
Total Members/Fee Payers21,013 
*Agency Fee Payers are not considered members of the labor organization.
Members20,876Yes
Inactive Members95No
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 515-587

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$130,335
2. Named Payer Non-itemized Receipts$23,778
3. All Other Receipts$27,200
4. Total Receipts$181,313
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$15,000
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$21,660
6. Total Disbursements$36,660
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$894,016
2. Named Payee Non-itemized Disbursements$240,965
3. To Officers$1,616,400
4. To Employees$3,846,793
5. All Other Disbursements$171,925
6. Total Disbursements$6,770,099
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$744,197
2. Named Payee Non-itemized Disbursements$173,298
3. To Officers$220,292
4. To Employees$547,231
5. All Other Disbursements$140,193
6. Total Disbursements$1,825,211
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$18,930
2. Named Payee Non-itemized Disbursements$1,240
3. To Officers$15,362
4. To Employees$23,036
5. All Other Disbursements$19,982
6. Total Disbursements$78,550
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$6,883
2. Named Payee Non-itemized Disbursements$6,014
3. To Officers$138,407
4. To Employees$185,514
5. All Other Disbursements$71,489
6. Total Disbursements$408,307
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 515-587

Name and Address
(A)
Bill.com

1810 Embarcadero Road
Palo Alto
CA
94303
Type or Classification
(B)
Third-Party Processor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,656
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$9,656
Refund of Initation Dues Checks not Cashed10/28/2022$9,656
Name and Address
(A)
Chase Bank

383 Madison Avenue
New York
NY
10017
Type or Classification
(B)
Bank
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,275
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$11,275
Credit Card Rebate06/26/2023$11,275
Name and Address
(A)
HOTELS.COM

5400 LBJ Freeway, STE 500
Dallas
TX
75240
Type or Classification
(B)
Lodging
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,298
Total of All Transactions with this Payee/Payer for This Schedule$9,298
Name and Address
(A)
JOSHUA M. JAVITS

700 New Hampshire Ave. NW
Washington
DC
20037
Type or Classification
(B)
Arbitrator
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,100
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$8,100
Refund of disbursement on 1/10/23 for $8,10001/10/2023$8,100
Name and Address
(A)
Karla Kozak


New York
NY
10033
Type or Classification
(B)
Union Member
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$8,000
Reimbursement of Expenses01/25/2023$8,000
Name and Address
(A)
Marriott New Orleans

555 Canal St.
New Orleans
LA
70130
Type or Classification
(B)
Lodging
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$30,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$30,000
Refund of disbursement on 2/24/23 for $30,00003/08/2023$30,000
Name and Address
(A)
MARRIOTT ATLANTA MARQUIS

265 Peachtree Center Ave NE
Atlanta
GA
30303
Type or Classification
(B)
Lodging
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$24,633
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$24,633
Refund of disbursement on 4/4/23 for $49,26704/17/2023$24,633
Name and Address
(A)
SALESFORCE, INC.

2300 n Field St.
DALLAS
TX
75201
Type or Classification
(B)
Software
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,624
Total Non-Itemized Transactions with this Payee/Payer$404
Total of All Transactions with this Payee/Payer for This Schedule$8,028
Refund of disbursement on 1/11/23 for $7,62402/01/2023$7,624
Name and Address
(A)
Southwest Airlines
36611

DALLAS
TX
75235
Type or Classification
(B)
Employer
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,910
Total Non-Itemized Transactions with this Payee/Payer$12,487
Total of All Transactions with this Payee/Payer for This Schedule$19,397
Reimbursement of Expenses02/16/2023$6,910
Name and Address
(A)
TWU International

1220 19th Street NW 6th Flo
WASHINGTON
DC
75235
Type or Classification
(B)
Parent Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$24,137
Total Non-Itemized Transactions with this Payee/Payer$1,589
Total of All Transactions with this Payee/Payer for This Schedule$25,726
Reimbursement of Expenses05/03/2023$9,260
Reimbursement of Expenses04/04/2023$14,877
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 515-587

Name and Address
(A)
ALL PURPOSE ADVERTISING

2515 Malibu Rd
Bellmore
NY
11710
Type or Classification
(B)
Supplies
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,242
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$6,242
Union Peraphernellia09/29/2023$6,242
Name and Address
(A)
ALTSHULER BERZON LLP

177 POST STREET, STE 300
San Francisco
CA
94108
Type or Classification
(B)
ATTORNEY
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$35,717
Total Non-Itemized Transactions with this Payee/Payer$19,750
Total of All Transactions with this Payee/Payer for This Schedule$55,467
Attorneys02/09/2023$14,970
Attorneys11/30/2022$11,325
Attorneys04/04/2023$6,137
Attorneys10/20/2022$3,285
Name and Address
(A)
Amazon

410 Terry Ave N
Seattle
TX
98109
Type or Classification
(B)
Supplies
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,404
Total of All Transactions with this Payee/Payer for This Schedule$7,404
Name and Address
(A)
American Advertising Inc

2507 South Gardenia Place
Broken Arrow
OK
74012
Type or Classification
(B)
Membership Supplies
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$64,821
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$64,821
Membership Supplies11/17/2022$25,631
Membership Supplies06/26/2023$14,481
Membership Supplies07/25/2023$24,709
Name and Address
(A)
Atlanta Marriott Marquis

265 Peachtree Center Ave NE
Atlanta
GA
30303
Type or Classification
(B)
Lodging
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$79,267
Total Non-Itemized Transactions with this Payee/Payer$1,329
Total of All Transactions with this Payee/Payer for This Schedule$80,596
Lodging03/15/2023$25,000
Lodging03/31/2023$5,000
Lodging04/04/2023$49,267
Name and Address
(A)
AT&T MOBILITY

208 S. Akard St.
Dallas
TX
75202
Type or Classification
(B)
Phone Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$18,091
Total of All Transactions with this Payee/Payer for This Schedule$18,091
Name and Address
(A)
Avis Car Rental

6 Sylvan Way
Parsippany
NJ
07054
Type or Classification
(B)
Car Rental
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,415
Total of All Transactions with this Payee/Payer for This Schedule$10,415
Name and Address
(A)
Big Star

3640 N Clark St.
Chicago
IL
60613
Type or Classification
(B)
Catering
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$32,691
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$32,691
Catering08/15/2023$20,191
Catering08/08/2023$12,500
Name and Address
(A)
Campbell Rinker

31858 Castic Rd 106
Castic
CA
91384
Type or Classification
(B)
Tech Consulting
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,600
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$15,600
Technology Consulting08/09/2023$15,600
Name and Address
(A)
Campisis

5520 Lyndon B Johnson Fwy
Dallas
TX
75240
Type or Classification
(B)
Catering
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,111
Total of All Transactions with this Payee/Payer for This Schedule$5,111
Name and Address
(A)
Candlelight


McKinney
TX
75071
Type or Classification
(B)
Photography
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$17,600
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$17,600
Photography01/31/2023$17,600
Name and Address
(A)
Carroll Business Forms and Printing

2907 Canal St.
Houston
TX
77003
Type or Classification
(B)
Printing Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,255
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$7,255
Printing Services10/01/2022$7,255
Name and Address
(A)
Colleran, O'Hara & Mills LLP

100 Crossways Park Drive We
Woodbury
NY
11797
Type or Classification
(B)
Attorney
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$91,280
Total Non-Itemized Transactions with this Payee/Payer$8,316
Total of All Transactions with this Payee/Payer for This Schedule$99,596
Attorneys07/27/2023$26,656
Attorneys01/31/2023$19,143
Attorneys05/24/2023$18,658
Attorneys10/28/2022$10,890
Attorneys11/30/2022$8,253
Attorneys11/30/2022$7,680
Name and Address
(A)
Cowboy Chicken

5315 Greenville Ave, STE125
Dallas
TX
75206
Type or Classification
(B)
Catering
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,330
Total of All Transactions with this Payee/Payer for This Schedule$5,330
Name and Address
(A)
CROWNE PLAZA

1015 Elm St
Dallas
TX
75202
Type or Classification
(B)
Lodging
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$35,804
Total Non-Itemized Transactions with this Payee/Payer$21,212
Total of All Transactions with this Payee/Payer for This Schedule$57,016
Lodging04/04/2023$21,116
Lodging06/19/2023$14,688
Name and Address
(A)
Dominos

8805 Sovereign Row
Dallas
TX
75247
Type or Classification
(B)
Catering
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,662
Total of All Transactions with this Payee/Payer for This Schedule$9,662
Name and Address
(A)
DOUBLETREE HOTEL

7930 Jones Branch Drive
McLean
VA
22102
Type or Classification
(B)
Lodging
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,142
Total of All Transactions with this Payee/Payer for This Schedule$10,142
Name and Address
(A)
Embassy Suites DC

900 10th St NW
Washington
DC
20001
Type or Classification
(B)
Lodging
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,149
Total Non-Itemized Transactions with this Payee/Payer$2,048
Total of All Transactions with this Payee/Payer for This Schedule$7,197
Lodging03/31/2023$5,149
Name and Address
(A)
Embassy Suites Lovefield

3880 W Northwest Hwy
Dallas
TX
75220
Type or Classification
(B)
Lodging
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$14,903
Total of All Transactions with this Payee/Payer for This Schedule$14,903
Name and Address
(A)
FedEx

7900 Legacy Dr.
Plano
TX
75024
Type or Classification
(B)
Mail Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,185
Total Non-Itemized Transactions with this Payee/Payer$8,335
Total of All Transactions with this Payee/Payer for This Schedule$13,520
Mail Service06/10/2023$5,185
Name and Address
(A)
Flysigns Aerial Advertising

12202 Leider Dr.
Houston
TX
77065
Type or Classification
(B)
Union Paraphernellia
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,200
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$6,200
Union Paraphernellia08/09/2023$6,200
Name and Address
(A)
Hertz Rent a Car

8501 Williams Rd
Estero
FL
33928
Type or Classification
(B)
Car Rental
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,939
Total of All Transactions with this Payee/Payer for This Schedule$8,939
Name and Address
(A)
Hilton

7930 Jones Branch Drive
McLean
VA
22102
Type or Classification
(B)
Lodging
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,867
Total Non-Itemized Transactions with this Payee/Payer$4,903
Total of All Transactions with this Payee/Payer for This Schedule$18,770
Lodging05/12/2023$8,864
Lodging07/20/2023$5,003
Name and Address
(A)
Hilton New YorkMidtown

1335 6th Ave
New York
NY
10019
Type or Classification
(B)
Lodging
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$17,535
Total Non-Itemized Transactions with this Payee/Payer$1,812
Total of All Transactions with this Payee/Payer for This Schedule$19,347
Lodging12/06/2022$17,535
Name and Address
(A)
Hilton Placio del Rio

200 S Alamo St.
San Antonio
TX
78205
Type or Classification
(B)
Lodging
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$29,254
Total Non-Itemized Transactions with this Payee/Payer$11,496
Total of All Transactions with this Payee/Payer for This Schedule$40,750
Lodging03/08/2023$18,331
Lodging03/24/2023$10,923
Name and Address
(A)
Hotels.com

5400 LBJ Freeway, STE 500
Dallas
TX
75240
Type or Classification
(B)
Lodging
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$15,506
Total of All Transactions with this Payee/Payer for This Schedule$15,506
Name and Address
(A)
Houston Marriott South at Hobby Airport

9100 Gulf Fwy
Houston
TX
77017
Type or Classification
(B)
Lodging
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,827
Total Non-Itemized Transactions with this Payee/Payer$1,256
Total of All Transactions with this Payee/Payer for This Schedule$7,083
Lodging04/21/2023$5,827
Name and Address
(A)
Imagamerica

44479 Phoenix Dr.
Sterling Heights
MI
48314
Type or Classification
(B)
Union Paraphernellia
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,830
Total Non-Itemized Transactions with this Payee/Payer$671
Total of All Transactions with this Payee/Payer for This Schedule$6,501
Union Peraphernellia09/18/2023$5,830
Name and Address
(A)
Jacksons Sport Rock

216 W Jackson Blvd Lbby 1C
Chicago
IL
60606
Type or Classification
(B)
Catering
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$12,000
Catering08/19/2023$12,000
Name and Address
(A)
Joshua M Javits

700 New Hampshire Ave. NW
Washington
DC
20037
Type or Classification
(B)
Attorney
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$16,200
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$16,200
Attorneys01/11/2023$8,100
Attorneys01/10/2023$8,100
Name and Address
(A)
Joyce M Klein

4871 28th. St. S
Arlington
VA
22206
Type or Classification
(B)
Arbitrator
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,600
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$6,600
Arbitrators10/17/2022$6,600
Name and Address
(A)
Lyft

185 Berry Street
San Francisco
CA
94107
Type or Classification
(B)
Ride Sharing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,451
Total of All Transactions with this Payee/Payer for This Schedule$8,451
Name and Address
(A)
Marriott Tampa Westshore

1001 N Westshore Blvd.
Tampa
FL
33607
Type or Classification
(B)
Lodging
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$29,295
Total Non-Itemized Transactions with this Payee/Payer$173
Total of All Transactions with this Payee/Payer for This Schedule$29,468
Lodging01/07/2023$29,295
Name and Address
(A)
MARITIME INSTITUTE

3980 Sherman Street. STE100
San Diego
CA
92110
Type or Classification
(B)
Lodging
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,731
Total Non-Itemized Transactions with this Payee/Payer$2,170
Total of All Transactions with this Payee/Payer for This Schedule$16,901
Lodging08/10/2023$14,731
Name and Address
(A)
Milstein Turner, PLLC

1123 Spruce St.
Boulder
CO
80302
Type or Classification
(B)
Attorney
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,400
Total Non-Itemized Transactions with this Payee/Payer$6,965
Total of All Transactions with this Payee/Payer for This Schedule$15,365
Attorneys05/04/2023$8,400
Name and Address
(A)
New Orleans Marriott

555 Canal St.
New Orleans
LA
74012
Type or Classification
(B)
Lodging
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$86,878
Total Non-Itemized Transactions with this Payee/Payer$256
Total of All Transactions with this Payee/Payer for This Schedule$87,134
Lodging02/24/2023$30,000
Lodging03/08/2023$56,878
Name and Address
(A)
New York Marriott at the Brooklyn Bridge

333 Adams St
Brooklyn
NY
11201
Type or Classification
(B)
Lodging
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,034
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$7,034
Lodging11/29/2022$7,034
Name and Address
(A)
NEILL LEGLER COLE

3300 Oak Lawn Ave, STE 425
Dallas
TX
75218
Type or Classification
(B)
ATTORNEY
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$17,623
Total Non-Itemized Transactions with this Payee/Payer$424
Total of All Transactions with this Payee/Payer for This Schedule$18,047
Lawyer12/09/2022$17,623
Name and Address
(A)
PRINTMEISTERS OF ORLANDO INC.

10732 William Tell Dr
Orlando
FL
32821
Type or Classification
(B)
Printing Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$24,588
Total Non-Itemized Transactions with this Payee/Payer$562
Total of All Transactions with this Payee/Payer for This Schedule$25,150
Printing Services07/31/2023$24,588
Name and Address
(A)
Reilly Echols Printing

1710 S Harwood St
Dallas
TX
75215
Type or Classification
(B)
Printing Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,257
Total Non-Itemized Transactions with this Payee/Payer$589
Total of All Transactions with this Payee/Payer for This Schedule$20,846
Printing Services09/29/2023$20,257
Name and Address
(A)
Sheraton SUITES MARKET CENTER

2101 N Stemmons Fwy
Dallas
TX
75207
Type or Classification
(B)
Lodging
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$28,634
Total of All Transactions with this Payee/Payer for This Schedule$28,634
Name and Address
(A)
THE GENTRY AGENCY

5950 Berkshire Ln, STE 400
Dallas
TX
75225
Type or Classification
(B)
PUBLIC RELATIONS
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$175,286
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$175,286
Public Relations04/11/2023$10,000
Public Relations04/27/2023$12,638
Public Relations05/03/2023$10,000
Public Relations06/26/2023$19,569
Public Relations07/18/2023$12,638
Public Relations09/29/2023$20,000
Public Relations09/18/2023$16,568
Public Relations10/04/2022$10,000
Public Relations11/17/2022$10,000
Public Relations12/31/2022$10,000
Public Relations07/27/2023$6,500
Public Relations01/25/2023$12,063
Public Relations02/22/2023$15,310
Public Relations08/18/2023$10,000
Name and Address
(A)
Westin

417 Fifth Avenue 9th Floor
New York
NY
10016
Type or Classification
(B)
Lodging
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,110
Total of All Transactions with this Payee/Payer for This Schedule$6,110
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 515-587

Name and Address
(A)
Hyatt Regency Washington On Capitol Hill

400 New Jersey Ave NW
Washington
DC
20001
Type or Classification
(B)
Lodging
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$18,930
Total Non-Itemized Transactions with this Payee/Payer$1,240
Total of All Transactions with this Payee/Payer for This Schedule$20,170
Lodging07/13/2023$12,235
Lodging07/12/2023$6,695
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 515-587

Name and Address
(A)
NATIONAL SEPTEMBER 11 MEMORIAL & MUSEUM

180 Greenwich St
New York
NY
10007
Type or Classification
(B)
Museum
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$15,000
Donation07/18/2023$15,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 515-587

Name and Address
(A)
8787 RICCHI, LLC

1111 W. MOCKINGBIRD LANE
DALLAS
TX
75247
Type or Classification
(B)
PROPERTY MANAGEMENT
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$169,812
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$169,812
LEASE10/07/2022$14,151
LEASE11/15/2022$14,151
LEASE12/09/2022$14,151
LEASE01/11/2023$14,151
LEASE02/14/2023$14,151
LEASE03/06/2023$14,151
LEASE04/04/2023$14,151
LEASE05/04/2023$14,151
LEASE06/06/2023$14,151
LEASE07/19/2023$14,151
LEASE08/02/2023$14,151
LEASE09/07/2023$14,151
Name and Address
(A)
Amazon Marketplace

410 Terry Ave N,
Seattle
WA
98109
Type or Classification
(B)
Supplies
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,165
Total of All Transactions with this Payee/Payer for This Schedule$5,165
Name and Address
(A)
Amazon Web Services

440 Terry Ave N
Seattle
WA
98109
Type or Classification
(B)
COMPUTER SERVICE
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,860
Total of All Transactions with this Payee/Payer for This Schedule$6,860
Name and Address
(A)
CDW Direct

200 N Milwaukee Ave
Vernon Hills
IL
60061
Type or Classification
(B)
SOFTWARE
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$70,941
Total Non-Itemized Transactions with this Payee/Payer$12,123
Total of All Transactions with this Payee/Payer for This Schedule$83,064
SOFTWARE10/01/2022$17,398
SOFTWARE11/01/2022$17,847
SOFTWARE02/01/2023$22,280
SOFTWARE06/01/2023$5,184
SOFTWARE09/01/2023$8,232
Name and Address
(A)
Colleran, O'Hara & Mills LLP

100 Crossways Park Drive We
Woodbury
NY
11797
Type or Classification
(B)
Attorney
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,596
Total Non-Itemized Transactions with this Payee/Payer$8,847
Total of All Transactions with this Payee/Payer for This Schedule$22,443
Attorney11/30/2022$6,318
Attorney12/09/2022$7,278
Name and Address
(A)
Cornwell Jackson

6801 Gaylord Pkwy, STE 302
Frisco
TX
75034
Type or Classification
(B)
AUDITOR
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$22,880
Total Non-Itemized Transactions with this Payee/Payer$2,125
Total of All Transactions with this Payee/Payer for This Schedule$25,005
Auditor01/11/2023$16,050
Auditor01/20/2023$6,830
Name and Address
(A)
CONCUR TECHNOLOGIES, INC.

601 108th Ave NE, STE 1000
Bellevue
WA
98004
Type or Classification
(B)
SOFTWARE
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,394
Total of All Transactions with this Payee/Payer for This Schedule$6,394
Name and Address
(A)
Fidelity Benefit

PO Box 770001
Cincinnati
OH
45277
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$33,024
Total Non-Itemized Transactions with this Payee/Payer$8,315
Total of All Transactions with this Payee/Payer for This Schedule$41,339
INSURANCE03/17/2023$33,024
Name and Address
(A)
ImagAmerica

44479 Phoenix Dr
Sterling Heights
MI
48314
Type or Classification
(B)
MEMBERSHIP SUPPLIES
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$19,725
Total Non-Itemized Transactions with this Payee/Payer$8,905
Total of All Transactions with this Payee/Payer for This Schedule$28,630
Membership Supplies10/07/2022$12,880
Membership Supplies02/21/2023$6,845
Name and Address
(A)
IMPRIVATA, INC.

480 Totten Pond Rd
Waltham
MA
02451
Type or Classification
(B)
SOFTWARE
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,820
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,820
SOFTWARE10/25/2022$5,820
Name and Address
(A)
Internal Revenue Service

1111 Constitution Ave. NW
Washington
DC
20224
Type or Classification
(B)
TAXES
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$24,679
Total of All Transactions with this Payee/Payer for This Schedule$24,679
Name and Address
(A)
KATHERINE SCHNEIDER

8135 COXS DRIVE, STE 109
PORTAGE
MI
49002
Type or Classification
(B)
Web Developer
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$22,924
Total Non-Itemized Transactions with this Payee/Payer$28,774
Total of All Transactions with this Payee/Payer for This Schedule$51,698
WEB DEVELOPMENT10/07/2022$5,481
WEB DEVELOPMENT11/15/2022$5,090
WEB DEVELOPMENT06/26/2023$6,354
WEB DEVELOPMENT09/07/2023$5,999
Name and Address
(A)
MOMENTIVE INC.

1 Curiosity Way
San Mateo
CA
94403
Type or Classification
(B)
SUBSCRIPTION SERVICES
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,117
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$13,117
Subscription Service03/22/2023$13,117
Name and Address
(A)
Paymentech Fee

14221 Dallas Pkwy, BLDG 2
Dallas
TX
75254
Type or Classification
(B)
PROCESSING SERVICES
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,348
Total of All Transactions with this Payee/Payer for This Schedule$11,348
Name and Address
(A)
Ring Central Inc.

20 Davis Dr
Belmont
CA
94002
Type or Classification
(B)
Telephone
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$43,483
Total Non-Itemized Transactions with this Payee/Payer$111
Total of All Transactions with this Payee/Payer for This Schedule$43,594
Telephone10/01/2022$43,483
Name and Address
(A)
SAGISS, LLC

1616 CORPORATE CT. STE140
IRVING
TX
75038
Type or Classification
(B)
SOFTWARE
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,207
Total of All Transactions with this Payee/Payer for This Schedule$8,207
Name and Address
(A)
SALESFORCE INC.

2300 n Field St.
DALLAS
TX
75201
Type or Classification
(B)
SOFTWARE
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$256,610
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$256,610
SOFTWARE02/06/2023$55,727
SOFTWARE01/11/2023$7,624
SOFTWARE11/17/2022$185,231
SOFTWARE02/01/2023$8,028
Name and Address
(A)
SALESFORCE INC.

2300 n Field St.
DALLAS
TX
75201
Type or Classification
(B)
CONFERENCE
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,793
Total Non-Itemized Transactions with this Payee/Payer$5,250
Total of All Transactions with this Payee/Payer for This Schedule$19,043
CONFERENCE03/15/2023$7,797
CONFERENCE06/21/2023$5,996
Name and Address
(A)
SKYLIFE LABS

5306 Tufts St.
Davis
CA
95618
Type or Classification
(B)
SOFTWARE
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,902
Total of All Transactions with this Payee/Payer for This Schedule$8,902
Name and Address
(A)
STRATEGIC GROWTH, INC.

7000 N Mopac Expressway,
Austin
TX
78731
Type or Classification
(B)
CONSULTING
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,675
Total Non-Itemized Transactions with this Payee/Payer$9,108
Total of All Transactions with this Payee/Payer for This Schedule$18,783
CONSULTING09/07/2023$9,675
Name and Address
(A)
Synatic Inc.


Dallas
TX
Type or Classification
(B)
SOFTWARE
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$31,325
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$31,325
SOFTWARE10/01/2022$16,250
SOFTWARE09/27/2023$15,075
Name and Address
(A)
The Gentry Agency

5950 Berkshire Ln, STE 400
DALLAS
TX
75225
Type or Classification
(B)
PUBLIC RELATIONS
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,050
Total Non-Itemized Transactions with this Payee/Payer$2,100
Total of All Transactions with this Payee/Payer for This Schedule$14,150
PUBLIC RELATIONS04/05/2023$12,050
Name and Address
(A)
Time Warner Cable

60 Columbus Circle
New York
NY
10023
Type or Classification
(B)
Internet
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,035
Total of All Transactions with this Payee/Payer for This Schedule$9,035
Name and Address
(A)
TRANSPORT WORKERS UNION OF AMERICA, AFL-C

1220 19th Street NW,
Washington
DC
20036
Type or Classification
(B)
Parent Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,422
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,422
Bonding09/18/2023$5,422
Name and Address
(A)
ZOOM

55 Almaden Blvd, 6th Floor
San Jose
CA
95113
Type or Classification
(B)
SOFTWARE
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,050
Total of All Transactions with this Payee/Payer for This Schedule$7,050
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 515-587

Name and Address
(A)
Hyatt Regency Lost Angeles International Airport

6225 W Century Blvd
Lost Angeles
CA
90045
Type or Classification
(B)
Meeting Room/Lodging
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,014
Total of All Transactions with this Payee/Payer for This Schedule$6,014
Name and Address
(A)
Sheraton New York Times Square

811 7th Avenue W53rd St
New York
NY
10019
Type or Classification
(B)
Meeting Room/Lodging
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,883
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$6,883
Meeting Room/Lodging/Catering11/18/2022$6,883
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 515-587

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$37,160
Short Term DisabilityPAYLOGIX$1,634
Retirement PlansePlan Services, Inc$29,011
Long Term Life InsuranceTHE PRUDENTIAL INSURANCE COMPANY$4,987
DisabilityTexas Mutual Insurance$908
DisabilityColonial Life$620
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 515-587


Question 12: The audit is being performed by The CJ CPA Group, PLLC, based out of Frisco Texas.

Question 17: The Local and the Employer are defendants in a lawsuit filed in the Northern District of Texas, Dallas Division by a member and employee of the Employer alleging violations of Title VII of the Civil Rights Act. On July 14, 2022, the jury found that TWU Local 556 was liable to the Plaintiff in the amount of approximately $400,000. The Local believes that part of the amount owed to the Plaintiff would be covered by insurance in the amount of $300,000. The remaining amount of approximately $100,000 would be paid directly by the Local. Currently no liability is recorded while the case has been appealed to the U.S. Court of Appeals for the fifth circuit. Local 556 asserted claims against Governor Jared Polis, The Colorado Department of Labor and Employment, and Southwest Airlines Company (SWA). Local 556 asserts claims under the Colorado Administrative Procedures Act, the Colorado Constitution and the Uniform Declaratory Judgements Law. The case arises from a settlement agreement between these state actors and SWA, which purports to exclude the member of Local 556 from statutory entitlements under the Healthy Families and Workplaces Act (HFWA). The claims Local 556 asserts seek declaratory and injunctive relief and attorney fees and costs. Specifically, Local 556 seeks declarations that the settlement agreement in question is invalid and unenforceable, that the member of Local 556 whom Southwest employs in Colorado are entitled to the protections of the HFWA. The injunctive relief Local 556 seeks would require the state actors to reinstate complaints under HFWA, filed by the members of Local 556 and to investigate those complains. SWA responded by asserting one claim against Local 556. SWA contends that Local 556 has violated the Railway Labor Act by advocating for the passage of the HFWA, by suing to invalidate the settlement agreement purporting to exclude Local 556 members from the HFWA and by suing to obtain a declaration that Local 556 members are entitle to the protections of the HFWA. The claim SWA asserts against Local 556 seeks a declaration that Local 556 has violated the Railway Labor Act, an order dismissing Local 556s claim described above and restraining Local 556 from similar activity. Due to the ongoing nature of the litigation, no liability is currently recorded. A union member filed a charge of discrimination with the Equal Employment Opportunity Commission (EEOC) in February of 2023 alleging retaliation on the basis of their religion and gender and that the union failed to take action related to prior suspension and assault in January and March of 2022. Local 556 filed its position statement in opposition to the charge in March of 2023. In September of 2023, the EEOC issued its determination that it will not proceed further with its investigation. The union member has 90 days to file in federal court if they wish to pursue their claims. The litigation has been largely resolved and the Local believes there is a remote possibility that they would be subject to any liability. Thus, no liability is recorded. A union member filed a claim for unpaid wages in April of 2023 for attending a union meeting as a representative for another member. The union submitted its opposition to this claim with all supporting documents. In September of 2023, the Texas Workforce Commission dismissed the member claim; however, the member requested an appeal which was granted automatically. Due to the ongoing nature of the litigation, no liability is currently recorded.

Schedule 13, Row1:

Schedule 13, Row1:

Schedule 13, Row1::All members pay dues.

Schedule 13, Row1:

Schedule 13, Row1:

Schedule 13, Row1::

Schedule 13, Row2:

Schedule 13, Row2:

Schedule 13, Row2::Members who are on a leave of absence and are not required to pay dues.

Schedule 13, Row2:

Schedule 13, Row2:

Schedule 13, Row2:Nonpaying members, therefore; no voting eligibility.

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