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: 08-31-2026
MUST BE USED BY LABOR ORGANIZATIONS WITH $250,000 OR MORE IN TOTAL ANNUAL RECEIPTS AND LABOR ORGANIZATIONS IN TRUSTEESHIP

This report is mandatory under P.L. 86-257, as amended.  Failure to comply may result in criminal prosecution, fines, or civil penalties as provided by 29 U.S.C. 439 or 440.
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.
For Official Use Only
1. FILE NUMBER
001-158
2. PERIOD COVERED
From07/01/2023
Through06/30/2024
3. (a) AMENDED - Is this an amended report:
No
(b) HARDSHIP - Filed under the hardship procedures:
No
(c) TERMINAL - This is a terminal report:No
4. AFFILIATION OR ORGANIZATION NAME
TRANSIT UNION AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
LOCAL DIVISION
 6. DESIGNATION NBR
757
7. UNIT NAME (if any)

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

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


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


Yes

Each of the undersigned, duly authorized officers of the above labor organization, declares, under penalty of perjury and other applicable penalties of law, that all of the information submitted in this report (including information contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned individual's knowledge and belief, true, correct and complete (See Section VI on penalties in the instructions.)
70. SIGNED:Bruce M HansenPRESIDENT71. SIGNED:Mary A LongoriaTREASURER
Date:Sep 30, 2024Telephone Number:503-232-9144Date:Sep 30, 2024Telephone Number:503-232-9144
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 001-158
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?Yes
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$1,000,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?No
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?06/2027
20. How many members did the labor organization have at the end of the reporting period?5,444
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/FeesBy PropertyperN/A3.6482.00
(b) Working Dues/FeesN/AperN/AN/AN/A
(c) Initiation FeesN/AperN/AN/AN/A
(d) Transfer FeesN/AperN/AN/AN/A
(e) Work PermitsN/AperN/AN/AN/A

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 001-158

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $2,723,882$2,897,897
23. Accounts Receivable1$0$0
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $0$0
26. Investments5$161,843$188,714
27. Fixed Assets6$206,034$102,646
28. Other Assets7$1,873$1,984
29. TOTAL ASSETS $3,093,632$3,191,241

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$0$0
31. Loans Payable9$5,346$4,665
32. Mortgages Payable $0$0
33. Other Liabilities10$0$0
34. TOTAL LIABILITIES $5,346$4,665
35. NET ASSETS$3,088,286$3,186,576
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 001-158

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $2,430,121
37. Per Capita Tax $1,058,309
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $67,445
41. Dividends $0
42. Rents $0
43. Sale of Investments and Fixed Assets3$0
44. Loans Obtained9$67,001
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$101,792
49. TOTAL RECEIPTS $3,724,668
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$667,224
51. Political Activities and Lobbying16$74,431
52. Contributions, Gifts, and Grants17$11,000
53. General Overhead18$593,026
54. Union Administration19$771,891
55. Benefits20$307,090
56. Per Capita Tax $1,058,309
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$0
61. Loans Made2$0
62. Repayment of Loans Obtained9$67,682
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $0
65. Direct Taxes $0
  
66. Subtotal $3,550,653
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$341,515  
  67b. Less Total Disbursed$341,515  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $3,550,653
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 001-158

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

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A) 		Loans
Outstanding at
Start of Period
(B) 		Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1) 		Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not listed above     
Total of all lines above$0$0$0$0$0
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 001-158

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Gross Sales Price
(D) 		Amount Received
(E)
Total of all lines above$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: 001-158

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$0$0$0
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 001-158

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost$29,978
B. Total Book Value$144,994
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • Altria Group Inc
$9,110
  • MicroSoft Corp
$89,390
  • Mondelez Intl Inc
$9,030
  • Philip Morris Intl Inc
$20,266
  • Shell PLC ADR
$7,218
Other Investments 
D. Total Cost$45,776
E. Total Book Value$43,720
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)) $188,714
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 001-158

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      1801 NE Couch Street, Portalnd OR 97232-3054$52,534 $1,800,000
B. Buildings (give location)    
Building  1 :      1801 NE Couch Street, Portalnd OR 97232-3054$441,272$424,696$16,576$10,000
C. Automobiles and Other Vehicles$119,064$60,039$59,025$91,413
D. Office Furniture and Equipment$190,497$163,452$27,045$10,000
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $803,367$648,187$102,646$1,911,413
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 001-158

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $1,984
Prepaid Expenses$1,984
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 001-158

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

Source of Loans Payable at Any
Time During the Reporting Period
(A) 		Loans Owed at
Start of Period
(B) 		Loans Obtained
During Period
(C) 		Repayment
During Period
Cash
(D)(1) 		Repayment
During Period
Other Than Cash
(D)(2) 		Loans Owed at
End of Period
(E)
Total Loans Payable$5,346$67,001$67,682$0$4,665
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
Bank of America Credit Cards - Net$5,346$67,001$67,682$0$4,665
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 001-158

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

(A)
Name		(B)
Title		(C)
Status		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances
Disbursed 		(F)
Disbursements for Official Business 		(G)
Other
Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Block ,  Shirley   A
President
C		$199,665$1,501$201,166
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 		Kinoshita ,  Kevin   K
Vice President
N		$165,634$417$166,051
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 		Casey ,  Frederick   A
Vice President
P		$8,710$8,710
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 		Longoria ,  Mary   A
Financial Secretary Treas
C		$157,491$4,687$162,178
I
Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		75 %
A
B
C 		Appelhanz ,  James   B
Executive Board Officer
P		$899$899
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Bobeck ,  Ty   R
Executive Board Officer
C		$10,497$210$10,707
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Bradley ,  William   j
Executive Board Officer
C		$114,338$6,100$120,438
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		7 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		8 %
A
B
C 		Burke ,  Mikel   S
Executive Board Officer
C		$5,474$1,548$7,022
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Clark ,  Alina   C
Executive Board Officer
P		$14,596$434$15,030
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Flores ,  Aaron   A
Executive Board Officer
C		$4,139$4,139
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Grams ,  Jesse   S
Executive Board Officer
P		$8,076$98$8,174
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Howard ,  Terrance   L
Executive Board Officer
P		$4,139$578$4,717
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Irvine ,  Lee   E
Executive Board Officer
P		$9,334$378$9,712
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Lopez ,  Lilia   M
Executive Board Officer
C		$10,948$757$11,705
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		McMurry ,  Michael   W
Executive Board Officer
C		$9,456$9,456
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Melton ,  Gladys   M
Executive Board Officer
C		$10,562$854$11,416
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Montgomery ,  Kerry   J
Executive Board Officer
P		$7,675$7,675
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Petersen ,  Shawn   L
Executive Board Officer
C		$10,286$397$10,683
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Ruffin III ,  Joe   E
Executive Board Officer
P		$12,172$716$12,888
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		80 %
A
B
C 		Tompte ,  Anna   M
Executive Board Officer
C		$6,389$589$6,978
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
Total Officer Disbursements$770,480$0$0$19,264$789,744
Less Deductions     
Net Disbursements    $789,744
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 001-158

(A)
Name		(B)
Title		(C)
Other Payer		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances Disbursed 		(F)
Disbursements for Official Business 		(G)
Other Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Archie ,  Melissa   S
Executive Secretary
NA		$87,574$87,574
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Bower ,  Danielle   E
Administrative Secretary
NA		$55,114$55,114
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 		Duarte ,  Sherri   L
Administrative Secretary
NA		$79,307$79,307
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 		Grand ,  Colby   C
Inhouse Counsel
NA		$76,454$76,454
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 		Mota ,  Marijana  
Office Manager
NA		$67,539$67,539
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 		Pitre ,  Tiffany  
Administrative Secretary
N/A		$74,126$0$0$0$74,126
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$0
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 Employee Disbursements$440,114$0$0$0$440,114
Less Deductions     
Net Disbursements    $440,114
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 001-158

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 5,444 
Agency Fee Payers*
Total Members/Fee Payers5,444 
*Agency Fee Payers are not considered members of the labor organization.
Active Member4,169Yes
Military Leave of Absence2Yes
Retired Members before 19936Yes
Retired Members after 19921,262Yes
50 yr. Retired Members after 19925Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 001-158

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$96,622
2. Named Payer Non-itemized Receipts$3,724
3. All Other Receipts$1,446
4. Total Receipts$101,792
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$7,000
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$4,000
6. Total Disbursements$11,000
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$7,308
2. Named Payee Non-itemized Disbursements$40,789
3. To Officers$561,786
4. To Employees$57,341
5. All Other Disbursements
6. Total Disbursements$667,224
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$112,241
2. Named Payee Non-itemized Disbursements$147,703
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$333,082
6. Total Disbursements$593,026
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$66,000
2. Named Payee Non-itemized Disbursements$0
3. To Officers$8,431
4. To Employees$0
5. All Other Disbursements
6. Total Disbursements$74,431
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$39,032
2. Named Payee Non-itemized Disbursements$72,230
3. To Officers$219,536
4. To Employees$382,774
5. All Other Disbursements$58,319
6. Total Disbursements$771,891
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 001-158

Name and Address
(A)
Trimet Employee Recreation Fund

101 SW Main Street
Portland
OR
97204
Type or Classification
(B)
Recreation Fund
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,643
Total Non-Itemized Transactions with this Payee/Payer$3,724
Total of All Transactions with this Payee/Payer for This Schedule$18,367
Reimbursement for picnic 202307/10/2023$14,643
Name and Address
(A)
TriMet Finance

101 SW Main Street
Portland
OR
97204
Type or Classification
(B)
Transportation
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$72,987
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$72,987
Reimbursement from Rec Fund11/06/2023$54,987
Deposited in Error/Paid to Benefit Fund01/31/2024$18,000
Name and Address
(A)
US Bank ATU/TriMet Pension Trust

101 SW Main Street
Portland
OR
97204
Type or Classification
(B)
Pension Trust
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,992
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,992
Reimbursement for IFEBP Seminar10/26/2023$8,992
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 001-158

Name and Address
(A)
Albies, Stark & Guerriero

1500 SW First Ave, Ste 1000
Portland
OR
97201
Type or Classification
(B)
Legal Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,308
Total Non-Itemized Transactions with this Payee/Payer$40,789
Total of All Transactions with this Payee/Payer for This Schedule$48,097
TM Bargaining03/08/2024$7,308
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 001-158

Name and Address
(A)
CenterPoint Strategy Consultants

29265 NE Benjamin Rd.
Newberg
OR
97132
Type or Classification
(B)
Lobbyist
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$66,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$66,000
Lobbying07/13/2023$5,500
Lobbying08/01/2023$5,500
Lobbying09/05/2023$5,500
Lobbying10/10/2023$5,500
Lobbying11/01/2023$5,500
Lobbying12/06/2023$5,500
Lobbying01/02/2024$5,500
Lobbying02/01/2024$5,500
Lobbying03/04/2024$5,500
Lobbying04/02/2024$5,500
Lobbying05/01/2024$5,500
Lobbying05/31/2024$5,500
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 001-158

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

9955 SE Washington, Ste 301
Portland
OR
97216
Type or Classification
(B)
Charitable Donation
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,000
Charitable Donation04/29/2024$7,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 001-158

Name and Address
(A)




-1
Type or Classification
(B)
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$0
Name and Address
(A)
Best Western Hotels

20615 Grandview Ave
Bend
OR
97701
Type or Classification
(B)
Travel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,368
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,368
AFLCIO Convention09/24/2023$6,368
Name and Address
(A)
Comcast Business
60533

Industry
CA
91716
Type or Classification
(B)
Telephone Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,176
Total of All Transactions with this Payee/Payer for This Schedule$6,176
Name and Address
(A)
Comcast Business PA
37601

Philadelphia
PA
19101
Type or Classification
(B)
Telephone Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,039
Total of All Transactions with this Payee/Payer for This Schedule$7,039
Name and Address
(A)
Costco

4849 NE 138th Ave
Portland
OR
97230
Type or Classification
(B)
Food & Supplies
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$23,275
Total Non-Itemized Transactions with this Payee/Payer$4,642
Total of All Transactions with this Payee/Payer for This Schedule$27,917
ATU Picnic08/11/2023$23,275
Name and Address
(A)
Elephants Delicatessen

700 SE Clay Street
Portland
OR
97214
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$5,024
Total of All Transactions with this Payee/Payer for This Schedule$5,024
Name and Address
(A)
First Citizen Bank & Trust
100706

Pasadena
CA
91189-0706
Type or Classification
(B)
Equipment Lease
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$13,136
Total of All Transactions with this Payee/Payer for This Schedule$13,136
Name and Address
(A)
Hogtown Mascots Inc.

400 Vaughan Road
Toronto
00
OnM6C2N9
Type or Classification
(B)
Mascot
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,247
Total of All Transactions with this Payee/Payer for This Schedule$7,247
Name and Address
(A)
IFEBP

18700 W. Bluemound Rd.
Brookfield
WI
53045
Type or Classification
(B)
Conference
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,090
Total of All Transactions with this Payee/Payer for This Schedule$9,090
Name and Address
(A)
J. Thayer Company

26277 SW 95th Ave, Ste 405
Wilsonville
OR
97070-8222
Type or Classification
(B)
Office Supplies
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,491
Total of All Transactions with this Payee/Payer for This Schedule$5,491
Name and Address
(A)
Liberty Mutual 09/26/22 $11,431
91013

Chicago
IL
60666-0946
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,172
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$13,172
Auto Insurance09/18/2023$13,172
Name and Address
(A)
Morel Ink

4824 NE 42nd Ave
Portland
OR
97218
Type or Classification
(B)
Office Supplies
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,905
Total of All Transactions with this Payee/Payer for This Schedule$12,905
Name and Address
(A)
Northwest Labor Press 04/14/23 $8,088
13150

Portland
OR
97213
Type or Classification
(B)
Printing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,115
Total Non-Itemized Transactions with this Payee/Payer$47,880
Total of All Transactions with this Payee/Payer for This Schedule$55,995
Holiday Ad12/29/2023$8,115
Name and Address
(A)
One United Promotions
10

East Walpole
MA
02032
Type or Classification
(B)
Swag
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,375
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,375
Union Pins03/04/2024$5,375
Name and Address
(A)
Solutions Yes

8300 SW Hunziker St
Portland
OR
97223
Type or Classification
(B)
Printing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,114
Total of All Transactions with this Payee/Payer for This Schedule$9,114
Name and Address
(A)
The Frank Doolittle Company 04/11/23 $6,227

11811 NE 1st Street
Bellevue
WA
98005
Type or Classification
(B)
Swag
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,144
Total of All Transactions with this Payee/Payer for This Schedule$12,144
Name and Address
(A)
Traxton CPA

8300 SW Peters Road
Durham
OR
97224
Type or Classification
(B)
Accoutning Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$43,725
Total Non-Itemized Transactions with this Payee/Payer$7,815
Total of All Transactions with this Payee/Payer for This Schedule$51,540
Audit07/14/2023$18,875
Audit01/10/2024$11,750
International Report04/09/2024$8,000
Form 990 Preparation05/20/2024$5,100
Name and Address
(A)
Wheatland Insurance 11/10/22 $12,211

312 E 3rd Street
The Dalles
OR
97058
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,211
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$12,211
Insurance01/09/2024$12,211
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 001-158

Name and Address
(A)
ATU 757 Benefits Coordinator

555 SW Oak St 6th Fl, PD-OR
Portland
OK
97204
Type or Classification
(B)
Wages - Benefits Coordinator
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$18,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$18,000
Deposited in Error - Paid to US Bank Ins TR & Cust02/01/2024$18,000
Name and Address
(A)
Bloomberg Industry Group
419889

Boston
MA
02241
Type or Classification
(B)
Legal & Professional
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,560
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,560
Legal Cases05/29/2024$8,560
Name and Address
(A)
DaVinci Digital, LLC

4906 SE Winworth CT
Milwaukie
OR
97222
Type or Classification
(B)
Tech Support
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$58,329
Total of All Transactions with this Payee/Payer for This Schedule$58,329
Name and Address
(A)
Multnomah County Oregon
2716
1800 SW 1st Avenue
Portland
OR
97208
Type or Classification
(B)
Property Taxes
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,472
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$12,472
Personal Property Taxes10/25/2023$12,472
Name and Address
(A)
PGE
4438

Portland
OR
97208
Type or Classification
(B)
Utilities
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,118
Total of All Transactions with this Payee/Payer for This Schedule$6,118
Name and Address
(A)
Township-United Building Services

7763 SW Cirrus Drive
Beaverton
OR
97008
Type or Classification
(B)
Repairs & Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,783
Total of All Transactions with this Payee/Payer for This Schedule$7,783
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 001-158

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$307,090
Health & Dental InsuranceTri-Met$216,405
Health & Dental InsuranceStandard Insurance Company$16,056
Pension ContributionAmerican Funds Service Company$16,144
Reimburse Benefits Cost for Detailed MembersTo Members' Employers$58,485
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 001-158


Question 10: : ATU/TriMet Joint Pension Trust Pension Fund 101 SW Main Street Portland, OR 97204 Lane County Transit District Joint Trust, Pension 3500 E 17th Eugene, OR Clark County Public Transportation Benefit Health Trust 2625 NE 65 Vancouver, WA

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

Question 12: : Aaron Traxton, CPA PO BOX 3410 Tualatin, OR 97062

Schedule 9, Row1:

Schedule 9, Row1:::

Schedule 13, Row1:

Schedule 13, Row1::Active member currently working for an employer that the Union represents. These members would be paying full dues per the LUs bylaws. These members vote for the full time officers, the executive board officer and liaison officers from their property.

Schedule 13, Row1:

Schedule 13, Row1:::

Schedule 13, Row2:

Schedule 13, Row2:::Military Leave of Absence. These members are on L.O.A to serve in the Armed Forces and do not pay dues. These members vote on the full time officers, executive board officer and the liaison officers from their property.

Schedule 13, Row2:

Schedule 13, Row2:::

Schedule 13, Row3:

Schedule 13, Row3::Retired members who are retired before 1993 and pay a reduced dues amount. These members vote for the full time officers only.

Schedule 13, Row3:

Schedule 13, Row3::

Schedule 13, Row4:

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

Schedule 13, Row4:

Schedule 13, Row4::

Schedule 13, Row5:

Schedule 13, Row5::50 year retired members who are retired after 1992 and do not pay dues. These members vote for the full time officers only

Schedule 13, Row5:

Schedule 13, Row5::
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)