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
039-553
2. PERIOD COVERED
From01/01/2023
Through12/31/2023
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
LABORERS
5. DESIGNATION (Local, Lodge, etc.)
DISTRICT COUNCIL
 6. DESIGNATION NBR

7. UNIT NAME (if any)
OREGON AND SOUTHERN IDAHO
8. MAILING ADDRESS (Type or print in capital letters)
First Name
Jeffrey
 Last Name
Gritz
P.O Box - Building and Room Number
Suite 201
Number and Street
17230 NE Sacramento St.
City
PORTLAND
State
OR		 ZIP Code + 4
97230


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:Matthew R JensenPRESIDENT71. SIGNED:Jeffrey D GritzTREASURER
Date:Mar 18, 2024Telephone Number:503-758-9303Date:Mar 26, 2024Telephone Number:503-760-2933
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 039-553
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?$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?Yes
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?08/2025
20. How many members did the labor organization have at the end of the reporting period?3,935
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/FeesN/AperN/AN/AN/A
(b) Working Dues/Feesdollarsperhour1.622.25
(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: 039-553

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $1,453,583$1,725,473
23. Accounts Receivable1$127,498$108,021
24. Loans Receivable2$87,210$79,822
25. U.S. Treasury Securities $0$0
26. Investments5$1,564,904$1,753,719
27. Fixed Assets6$254,578$219,726
28. Other Assets7$11,364$11,683
29. TOTAL ASSETS $3,499,137$3,898,444

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$24,605$20,707
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$7,457$11,141
34. TOTAL LIABILITIES $32,062$31,848
35. NET ASSETS$3,467,075$3,866,596
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 039-553

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $1,579,329
37. Per Capita Tax $96,878
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $4,612
41. Dividends $85,320
42. Rents $0
43. Sale of Investments and Fixed Assets3$1,403,057
44. Loans Obtained9$0
45. Repayments of Loans Made2$7,388
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$320,603
49. TOTAL RECEIPTS $3,497,187
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$437,713
51. Political Activities and Lobbying16$160,958
52. Contributions, Gifts, and Grants17$66,703
53. General Overhead18$516,078
54. Union Administration19$82,535
55. Benefits20$412,484
56. Per Capita Tax $0
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$1,495,833
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 $64,134
  
66. Subtotal $3,236,438
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$285,620  
  67b. Less Total Disbursed$274,479  
  67c. Total Withheld But Not Disbursed $11,141
68. TOTAL DISBURSEMENTS $3,225,297
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 039-553

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$108,021   
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $108,021$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 039-553

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$87,210$0$7,388$0$79,822
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Name: Kim Lynn Vue et al
Purpose: Sale of Building
Security: Holgate property
Terms of Repayment: 10 year note @ 5.5% interest
$87,210$0$7,388$0$79,822
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 039-553

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$1,489,297$1,489,297$1,403,057$1,403,057
Mutual Funds$1,489,297$1,489,297$1,403,057$1,403,057
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$1,403,057
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 039-553

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$1,495,833$1,495,833$1,495,833
Mutual Funds$1,477,642$1,477,642$1,477,642
Furniture and Equipment$4,291$4,291$4,291
Leasehold Improvements$13,900$13,900$13,900
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$1,495,833
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 039-553

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost$1,753,719
B. Total Book Value$1,753,719
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • AMERICAN NEW PERSPECTIVE CL F2
$159,521
  • AMERICAN BOND FUND OF AMERICA CL F2
$134,998
  • LOOMIS SAYLES INVST GRADE BOND CL Y
$113,111
  • PGIM SHORT-TERM CORP BOND CL Z
$99,557
  • VANGUARD INDEX FUNDS S&P 500 ETF USD
$138,035
  • VANGUARD BD INDEX FDS INTERMED TERM
$110,605
  • FIDELITY GOVERNMENT CASH RESERVES
$229,448
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)) $1,753,719
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 039-553

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$138,697$124,174$14,523$14,523
D. Office Furniture and Equipment$138,611$106,241$32,370$32,370
E. Other Fixed Assets$339,715$166,882$172,833$172,833
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $617,023$397,297$219,726$219,726
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 039-553

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $11,683
Security deposit for leased office space$4,680
Prepaid payroll$7,003
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 039-553

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$20,707$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $20,707$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 039-553

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: 039-553

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $11,141
Payroll withholdings$11,141
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 039-553

(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 		Gritz ,  Jeff  
Business Manager
C		$181,570$0$32,622$0$214,192
I
Schedule 15
Representational Activities 		60 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		25 % Schedule 19
Administration 		10 %
A
B
C 		Jensen ,  Matt  
President
C		$1,800$0$0$0$1,800
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 		Culver ,  Zackary  
E-Board
C		$1,800$0$0$0$1,800
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 		Dillon ,  Dave  
Vice President
C		$1,800$0$0$0$1,800
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 		Aranda ,  Dago  
E-Board
C		$1,800$0$0$0$1,800
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 		Doscher ,  Jamie  
E-Board
C		$1,800$0$0$0$1,800
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 		Nelson ,  Ben  
Sergeant-at-Arms
C		$149,524$0$5,473$0$154,997
I
Schedule 15
Representational Activities 		60 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		25 % Schedule 19
Administration 		10 %
A
B
C 		Wormley ,  Sheldon  
Auditor
P		$900$0$0$0$900
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 		Sotomayor ,  Ryan  
E-Board
C		$1,800$0$0$0$1,800
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 		Welchert ,  Dave  
Auditor
P		$450$0$0$0$450
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 		Zeigler ,  William  
Auditor
N		$1,350$0$0$0$1,350
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 		Hanner ,  John  
Auditor
N		$900$0$0$0$900
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 		Widerberg ,  Lenny  
Auditor
N		$1,350$0$0$0$1,350
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
Total Officer Disbursements$346,844$0$38,095$0$384,939
Less Deductions    $144,000
Net Disbursements    $240,939
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 039-553

(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 		Leung ,  Mike  
Bookkeeper
None		$96,187$0$688$0$96,875
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		1 % Schedule 18
General Overhead 		96 % Schedule 19
Administration 		0 %
A
B
C 		Hewitt ,  Christopher   P
Political Director
None		$135,209$0$5,307$0$140,516
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		90 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		0 %
A
B
C 		Colvin ,  Kimberly  
Admin Project Coordinator
None		$89,876$0$1,042$0$90,918
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		1 % Schedule 18
General Overhead 		96 % Schedule 19
Administration 		0 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$0$0$0$0$0
I Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
Total Employee Disbursements$321,272$0$7,037$0$328,309
Less Deductions    $141,621
Net Disbursements    $186,688
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 039-553

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 3,935 
Agency Fee Payers*
Total Members/Fee Payers3,935 
*Agency Fee Payers are not considered members of the labor organization.
Construction Workers1,690Yes
Public Employees379Yes
Other Members319Yes
Retired Members312Yes
Local 483 Public Employees1,235Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 039-553

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$255,451
2. Named Payer Non-itemized Receipts$34,423
3. All Other Receipts$30,729
4. Total Receipts$320,603
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$47,500
2. Named Payee Non-itemized Disbursements$1,750
3. To Officers$0
4. To Employees$1,878
5. All Other Disbursements$15,575
6. Total Disbursements$66,703
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$124,033
2. Named Payee Non-itemized Disbursements$74,458
3. To Officers$221,513
4. To Employees$0
5. All Other Disbursements$17,709
6. Total Disbursements$437,713
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$149,790
2. Named Payee Non-itemized Disbursements$54,908
3. To Officers$92,297
4. To Employees$194,333
5. All Other Disbursements$24,750
6. Total Disbursements$516,078
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$10,000
2. Named Payee Non-itemized Disbursements$0
3. To Officers$18,460
4. To Employees$132,098
5. All Other Disbursements$400
6. Total Disbursements$160,958
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$10,866
3. To Officers$52,669
4. To Employees$0
5. All Other Disbursements$19,000
6. Total Disbursements$82,535
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 039-553

Name and Address
(A)
Laborers Local 737

17230 NE Sacramento St, 202
Portland
OR
97230
Type or Classification
(B)
Labor Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$26,376
Total Non-Itemized Transactions with this Payee/Payer$14,282
Total of All Transactions with this Payee/Payer for This Schedule$40,658
Work Recovery Reimbursement02/28/2023$7,856
Work Recovery Reimbursement04/27/2023$5,132
Work Recovery Reimbursement08/31/2023$13,388
Name and Address
(A)
LIUNA Western Canada Regional Office

15127 100th Ave, Ste 203
Surrey
00
V3R 0N9
Type or Classification
(B)
Labor Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,000
AABF Donation06/22/2023$5,000
Name and Address
(A)
NW LECET

12201 Tukwila Intl Blvd,145
Tukwila
WA
98168
Type or Classification
(B)
Education Trust
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,000
AABF Donation04/27/2023$5,000
Name and Address
(A)
NW Regional Org Coalition

12201 Tukwila Intl Blvd,145
Tukwila
WA
98168
Type or Classification
(B)
Organizing Coalition
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,000
AABF Donation04/27/2023$5,000
Name and Address
(A)
Oregon-Columbia AGC

9450 SW Commerce Circle,200
Wilsonville
OR
97070
Type or Classification
(B)
Employer Association
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$10,000
AABF Donation03/29/2023$10,000
Name and Address
(A)
OR & So. ID Laborers - Employers Training Trust

17242 NE Sacramento St.
Portland
OR
97230
Type or Classification
(B)
Training Trust
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,501
Total of All Transactions with this Payee/Payer for This Schedule$6,501
Name and Address
(A)
ORSI LECET

17230 NE Sacremento St.
Portland
OR
97230
Type or Classification
(B)
Cooperation and Education Trust
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$204,075
Total Non-Itemized Transactions with this Payee/Payer$13,640
Total of All Transactions with this Payee/Payer for This Schedule$217,715
AABF Donation05/24/2023$10,000
Quarterly Grant Income02/28/2023$37,500
Quarterly Grant Income05/24/2023$37,500
Quarterly Grant Income08/31/2023$37,500
Quarterly Grant Income11/29/2023$37,500
Member Event Grant02/28/2023$10,000
Advertising Reimbursement08/31/2023$29,075
Trade Event Reimbursement11/29/2023$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 039-553

Name and Address
(A)
B&B Tile and Masonry Corp

11614 NE 117th Ave
Vancouver
WA
98662
Type or Classification
(B)
Mason Contractor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,225
Total of All Transactions with this Payee/Payer for This Schedule$8,225
Name and Address
(A)
Coffman Excavation

13014 Clackamas River Drive
Oregon City
OR
97045
Type or Classification
(B)
Contractor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,642
Total Non-Itemized Transactions with this Payee/Payer$26,842
Total of All Transactions with this Payee/Payer for This Schedule$32,484
Work Recovery Program02/28/2023$5,642
Name and Address
(A)
Courtyard Marriott

10400 Fernwood Road
Bethesda
MD
20817
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,058
Total of All Transactions with this Payee/Payer for This Schedule$12,058
Name and Address
(A)
KOIN
Ste 102
222 SW Columbia St.
Portland
OR
97201
Type or Classification
(B)
News Station
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$64,395
Total Non-Itemized Transactions with this Payee/Payer$5,541
Total of All Transactions with this Payee/Payer for This Schedule$69,936
Advertising09/19/2023$8,000
Advertising08/16/2023$5,045
Advertising07/18/2023$5,300
Advertising06/13/2023$12,695
Advertising10/17/2023$10,990
Advertising11/15/2023$6,985
Advertising04/17/2023$9,960
Advertising05/15/2023$5,420
Name and Address
(A)
San FranStichCo Inc.

624 Portal Street
Cotati
CA
94931
Type or Classification
(B)
Business Merchandiser
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,843
Total Non-Itemized Transactions with this Payee/Payer$2,637
Total of All Transactions with this Payee/Payer for This Schedule$23,480
Member Merchandise08/16/2023$10,743
Member Merchandise08/31/2023$10,100
Name and Address
(A)
TopGolf

5505 NE Huffman St
Hillsboro
OR
97124
Type or Classification
(B)
Recreation
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,089
Total Non-Itemized Transactions with this Payee/Payer$8,094
Total of All Transactions with this Payee/Payer for This Schedule$13,183
Annual Contractor Event08/31/2023$5,089
Name and Address
(A)
Weitman Excavation

11225 SW Clay Street
Sherwood
OR
97140
Type or Classification
(B)
Contractor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,556
Total Non-Itemized Transactions with this Payee/Payer$7,445
Total of All Transactions with this Payee/Payer for This Schedule$21,001
Work Recovery Program11/02/2023$6,517
Work Recovery Program04/25/2023$7,039
Name and Address
(A)
Whitaker Ellis
Suite 400
7180 SW Sandburg St.
Tigard
OR
97223
Type or Classification
(B)
Contractor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,508
Total Non-Itemized Transactions with this Payee/Payer$3,616
Total of All Transactions with this Payee/Payer for This Schedule$18,124
Work Recovery Program12/20/2023$7,296
Work Recovery Program11/02/2023$7,212
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 039-553

Name and Address
(A)
OR Laborers Political Action Committee

17230 NE Sacramento St, 201
Portland
OR
97230
Type or Classification
(B)
Political Action Committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$10,000
PAC Funding07/13/2023$5,000
PAC Funding09/18/2023$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 039-553

Name and Address
(A)
Bull Session Charity Golf
Ste 175
9600 SW Barnes Rd
Portland
OR
97225
Type or Classification
(B)
Golf Course
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,500
Total Non-Itemized Transactions with this Payee/Payer$1,750
Total of All Transactions with this Payee/Payer for This Schedule$8,250
Sponsorship09/19/2023$6,500
Name and Address
(A)
C.O.A.T. Flagging

5025 NE 82nd Ave
Portland
OR
97220
Type or Classification
(B)
Flagging Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Sponsorship09/18/2023$5,000
Name and Address
(A)
CIEF

777 NE MLK Jr Blvd
Portland
OR
97232
Type or Classification
(B)
Trades Fund
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Sponsorship11/30/2023$5,000
Name and Address
(A)
Labor Candidate School
86161

Portland
OR
97286
Type or Classification
(B)
Training Entity
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,000
LIUNA Yearly Giving06/15/2023$5,000
Name and Address
(A)
Laborers Charitable Fund

905 16th Street, NW
Washington
DC
20006
Type or Classification
(B)
Charitable Foundation
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$10,000
Donation04/06/2023$10,000
Name and Address
(A)
Oregon Building Trades

3535 SE 86th Ave
Portland
OR
97266
Type or Classification
(B)
Affilate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Sponsorship10/19/2023$5,000
Name and Address
(A)
Spin Events

3392 SE 9th Avenue
Portland
OR
97202
Type or Classification
(B)
Catering
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$6,000
Catering for funeral service04/17/2023$6,000
Name and Address
(A)
Vernie Reed
Suite 300
12101 Tukwila Intl Blvd
Seattle
WA
98168
Type or Classification
(B)
Scholarship Fund
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Donation04/06/2023$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 039-553

Name and Address
(A)
Allianz
3782

Carol Stream
IL
60132-3782
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,661
Total Non-Itemized Transactions with this Payee/Payer$5,546
Total of All Transactions with this Payee/Payer for This Schedule$14,207
Commercial Auto Insurance01/12/2023$8,661
Name and Address
(A)
Monarch Motor Hotel

12566 SE 95rd Ave
Clackamas
OR
97015
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,400
Total Non-Itemized Transactions with this Payee/Payer$852
Total of All Transactions with this Payee/Payer for This Schedule$10,252
Holiday Dinner12/18/2023$9,400
Name and Address
(A)
Oregon Laborers Employers Training Trust

17242 NE Sacramento Street
Portland
OR
97230
Type or Classification
(B)
Landlord
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$103,150
Total Non-Itemized Transactions with this Payee/Payer$2,463
Total of All Transactions with this Payee/Payer for This Schedule$105,613
Lease and Expense Payment01/02/2023$10,914
Lease and Expense Payment02/01/2023$10,914
Lease and Expense Payment03/06/2023$10,914
Lease and Expense Payment04/06/2023$10,914
Lease and Expense Payment05/01/2023$10,914
Lease and Expense Payment06/01/2023$10,914
Lease and Expense Payment07/07/2023$10,914
Lease and Expense Payment09/05/2023$6,688
Lease and Expense Payment10/05/2023$6,688
Lease and Expense Payment11/02/2023$6,688
Lease and Expense Payment12/04/2023$6,688
Name and Address
(A)
Scott Capital Advisors
Suite 810
707 SW Washington St.
Portland
OR
97205
Type or Classification
(B)
Investment Advisor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,255
Total of All Transactions with this Payee/Payer for This Schedule$10,255
Name and Address
(A)
Stephen Horn

1470 Aura Way
Los Altos
CA
94024
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$19,579
Total Non-Itemized Transactions with this Payee/Payer$7,914
Total of All Transactions with this Payee/Payer for This Schedule$27,493
Fidelity Bond Renewal12/22/2023$9,819
Fidelity Bond Renewal01/12/2023$9,760
Name and Address
(A)
Weinberg,Roger,Rosenfeld

1375 55th Street
Emeryville
CA
94608
Type or Classification
(B)
Attorneys
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$18,578
Total of All Transactions with this Payee/Payer for This Schedule$18,578
Name and Address
(A)
WithumSmith+Brown, PC
5340

Princeton
OR
Type or Classification
(B)
Accounting
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,000
Total Non-Itemized Transactions with this Payee/Payer$9,300
Total of All Transactions with this Payee/Payer for This Schedule$18,300
Audit and Tax Services03/24/2023$9,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 039-553

Name and Address
(A)
Hilton Hotels

7930 Jones Branch Drive
McLean
VA
22102
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,866
Total of All Transactions with this Payee/Payer for This Schedule$10,866
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 039-553

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$412,484
PensionOregon Laborers Defined Benefit Pension Trust$83,977
PensionLIUNA Staff & Affiliates Pension Fund$188,962
HealthOregon Laborers Health & Welfare Trust$78,072
TrainingOregon Laborers Training Fund$2,718
Life InsurancePrincipal Life Insurance$27,011
PensionLIUNA National 401(k) Retirement Savings Plan$25,523
PensionOregon Laborers Defined Contribution Trust$6,221
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 039-553


Question 10: Oregon Laborers Health and Welfare Trust Fund 12029 NE Glenn Widing Dr., Portland, OR 97220 Purpose: Health Benefit Trust ERISA File number: 93-6024141 Plan: 501 Oregon Laborers Defined Benefit Pension Trust Fund 12029 NE Glenn Widing Dr., Portland, OR 97220 Purpose: Retirement Benefit Trust ERISA File number: 93-6075363 Plan: 001 Oregon Laborers-Employers Defined Contribution and 401(k) Plan 12029 NE Glenn Widing Dr., Portland, OR 97220 Purpose: Retirement Benefit Trust ERISA File number: 27-6434385 Plan: 001

Question 11(a):

Question 11(a): : : : : Oregon Laborers Political Action Committee (PAC) Reports are filed with the Oregon Secretary of State, the Department of Treasury - Internal Revenue Service, as required, and the PAC Fund activity is not included in this LM-2 filing. The PAC's employer identification number is 46-3954032 and ID number 16480.

Question 12: Financial statements audited by outside CPA firm WithumSmith+Brown, PC. The audit of the financial statements is currently in progress as of the filing date.

Question 15: Depreciation Expense: $30,832 Amortization Expense: $24,111.

Schedule 2, Row1:

Schedule 2, Row1:

Schedule 13, Row1:

Schedule 13, Row1::

Schedule 13, Row2:

Schedule 13, Row2::PUBLIC EMPLOYEES PAY FULL DUES.

Schedule 13, Row1:

Schedule 13, Row1::CONSTRUCTION WORKERS PAY FULL DUES.

Schedule 13, Row2:

Schedule 13, Row2::

Schedule 13, Row3:

Schedule 13, Row3::OTHER MEMBERS PAY FULL DUES.

Schedule 13, Row3:

Schedule 13, Row3::

Schedule 13, Row4:

Schedule 13, Row4::RETIRED MEMBERS PAY FULL DUES.

Schedule 13, Row4:

Schedule 13, Row4::

Schedule 13, Row5:

Schedule 13, Row5::LOCAL 483 PUBLIC EMPLOYEES PAY FULL DUES.

Schedule 13, Row5:

Schedule 13, Row5::

General Information:

Schedule 6: The fair market value for the fixed assets of the Council is not readily available for disclosure. The fair market value was based on the book value of the assets.

Schedules 11 and 12: It is not practical to make precise distributions of automobile operating expenses not paid directly to employees and included in columns (f) and (g). However, an allocation of such expenses has been made in accordance with IRS reporting rules. If Council owned/leased automobiles were used 50% or less for business purposes by IRS reporting standards, the remainder is treated as if it were personal use and is reported in column (g). IRS standards should not necessarily be considered as the actual business use of an automobile.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)