512-967 (LM2) 12/31/2024

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
512-967

2. PERIOD COVERED
From	01/01/2024
Through	12/31/2024

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 TEACHERS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.) STATE FEDERATION	6. DESIGNATION NBR
7. UNIT NAME (if any) CALIFORNIA

8. MAILING ADDRESS (Type or print in capital letters)
First Name JEFFERY	Last Name FREITAS
P.O Box - Building and Room Number SUITE 400
Number and Street 2550 N HOLLYWOOD WAY
City BURBANK
State CA	ZIP Code + 4 91505

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:

Jeffery M Freitas

PRESIDENT

71. SIGNED:

Lenora L Barnes

TREASURER

Date:

Mar 07, 2025

Telephone Number:

916-446-2788

Date:

Mar 10, 2025

Telephone Number:

559-770-1817

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

ITEMS 10 THROUGH 21

FILE NUMBER: 512-967

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?	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?	03/2025

20. How many members did the labor organization have at the end of the reporting period?

81,105

21. What are the labor organization's rates of dues and fees?

Rates of Dues and Fees
Dues/Fees	Amount		Unit	Minimum	Maximum
(a) Regular Dues/Fees	$74.70-$597.60	per	YEAR	$74.70	$597.60
(b) Working Dues/Fees		per
(c) Initiation Fees		per
(d) Transfer Fees		per
(e) Work Permits		per

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

STATEMENT A - ASSETS AND LIABILITIES

FILE NUMBER: 512-967

ASSETS

ASSETS	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
22. Cash		$27,011,539	$24,203,127
23. Accounts Receivable	1	$6,354,119	$6,216,711
24. Loans Receivable	2	$0	$0
25. U.S. Treasury Securities		$0	$0
26. Investments	5	$272,706	$290,348
27. Fixed Assets	6	$951,287	$1,661,384
28. Other Assets	7	$37,840,131	$37,947,119
29. TOTAL ASSETS		$72,429,782	$70,318,689

LIABILITIES

LIABILITIES	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
30. Accounts Payable	8	$450,938	$425,656
31. Loans Payable	9	$0	$0
32. Mortgages Payable		$0	$0
33. Other Liabilities	10	$50,126,019	$46,724,775
34. TOTAL LIABILITIES		$50,576,957	$47,150,431

35. NET ASSETS

$21,852,825

$23,168,258

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

STATEMENT B - RECEIPTS AND DISBURSEMENTS

FILE NUMBER: 512-967

CASH RECEIPTS	SCH	AMOUNT
36. Dues and Agency Fees		$0
37. Per Capita Tax		$18,785,305
38. Fees, Fines, Assessments, Work Permits		$0
39. Sale of Supplies		$0
40. Interest		$916,392
41. Dividends		$0
42. Rents		$5,000
43. Sale of Investments and Fixed Assets	3	$1,050
44. Loans Obtained	9	$0
45. Repayments of Loans Made	2	$0
46. On Behalf of Affiliates for Transmittal to Them		$282,087
47. From Members for Disbursement on Their Behalf		$134,785
48. Other Receipts	14	$1,270,198
49. TOTAL RECEIPTS		$21,394,817

CASH DISBURSEMENTS		SCH	AMOUNT
50. Representational Activities		15	$4,569,239
51. Political Activities and Lobbying		16	$4,443,242
52. Contributions, Gifts, and Grants		17	$4,340,219
53. General Overhead		18	$4,762,482
54. Union Administration		19	$2,187,601
55. Benefits		20	$2,788,842
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 Assets		4	$118,854
61. Loans Made		2	$0
62. Repayment of Loans Obtained		9	$0
63. To Affiliates of Funds Collected on Their Behalf			$258,888
64. On Behalf of Individual Members			$284,279
65. Direct Taxes			$449,583

66. Subtotal			$24,203,229
67. Withholding Taxes and Payroll Deductions
67a. Total Withheld	$2,581,238
67b. Less Total Disbursed	$2,581,238
67c. Total Withheld But Not Disbursed
68. TOTAL DISBURSEMENTS			$24,203,229

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

SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE

FILE NUMBER: 512-967

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	$6,216,711	$0	$0	$0
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B))	$6,216,711	$0	$0	$0

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

SCHEDULE 2 - LOANS RECEIVABLE

FILE NUMBER: 512-967

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

Totals will be automatically entered in...

Item 24
Column (A)

Item 61

Item 45

Item 69
with Explanation

Item 24
Column (B)

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

SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 512-967

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	$29,972	$0	$1,050	$1,050
OFFICE FURNITURE AND EQUIPMENT	$29,972	$0	$1,050	$1,050

				Less Reinvestments	$0
(The total from Net Sales Line will be automatically entered in Item 43)				Net Sales	$1,050

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

SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 512-967

Description (if land or buildings, give location) (A)	Cost (B)	Book Value (C)	Cash Paid (D)
Total of all lines above	$118,854	$118,854	$118,854
OFFICE FURNITURE AND EQUIPMENT	$118,854	$118,854	$118,854

		Less Reinvestments	$0
(The total from Net Purchases Line will be automatically entered in Item 60.)		Net Purchases	$118,854

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

SCHEDULE 5 - INVESTMENTS

FILE NUMBER: 512-967

Description (A)	Amount (B)
Marketable Securities
A. Total Cost
B. Total Book Value
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.

Other Investments
D. Total Cost	$174,992
E. Total Book Value	$290,348
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.

PARTNERSHIP IN THE CAL MESA OFFICE BUILDING LLC.

$290,348

G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B))

$290,348

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

SCHEDULE 6 - FIXED ASSETS

FILE NUMBER: 512-967

Description (A)	Cost or Other Basis (B)	Total Depreciation or Amount Expensed (C)	Book Value (D)	Value (E)
A. Land (give location)
Land 1 : N/A	$0		$0	$0

B. Buildings (give location)
Building 1 : N/A	$0	$0	$0	$0

C. Automobiles and Other Vehicles

D. Office Furniture and Equipment

$567,346

$387,148

$180,198

$180,199

E. Other Fixed Assets

$2,133,091

$651,905

$1,481,186

F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B))

$2,700,437

$1,039,053

$1,661,384

$1,661,385

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

SCHEDULE 7 - OTHER ASSETS

FILE NUMBER: 512-967

Description (A)	Book Value (B)
Total (Total will be automatically entered in Item 28, Column(B))	$37,947,119
PENSION BENEFIT ASSETS	$37,823,053
RENTAL DEPOSITS	$90,155
PREPAID EXPENSES	$33,911

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

SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE

FILE NUMBER: 512-967

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	$425,656	$0	$0	$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D))	$425,656	$0	$0	$0

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

SCHEDULE 9 - LOANS PAYABLE

FILE NUMBER: 512-967

Source of Loans Payable at Any Time During the Reporting Period (A)	Loans Owed at Start of Period (B)	Loans Obtained During Period (C)	Repayment During Period Cash (D)(1)	Repayment During Period Other Than Cash (D)(2)	Loans Owed at End of Period (E)
Total Loans Payable	$0	$0	$0	$0	$0
Totals will be automatically entered in...	Item 31 Column (C)	Item 44	Item 62	Item 69 with Explanation	Item 31 Column (D)
0	$0	$0	$0	$0	$0

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

SCHEDULE 10 - OTHER LIABILITIES

FILE NUMBER: 512-967

Description (A)	Amount at End of Period (B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D))	$46,724,775
ACCRUED VACATION AND SICK TIME	$742,965
POSTRETIREMENT MEDICAL BENEFITS LIABILITY	$1,734,294
FUNDED PENSION BENEFITS LIABILITY	$39,272,481
OPEIU POSTRETIREMENT MEDICAL BENEFITS LIABILITY	$1,126,650
FINANCIAL ASSISTANCE TO AFFILIATED LOCAL UNIONS	$2,321,755
LEASE LIABILITY	$1,504,245
DUE TO AFFILIATES	$22,385

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

SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS

FILE NUMBER: 512-967

(A)
Name

(B)
Title

(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

FREITAS , JEFFERY M
PRESIDENT
C

$210,000

$32,387

$242,387

Schedule 15
Representational Activities

60 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

20 %

A
B
C

BARNES , L.LACY
SECRETARY TREASURER
C

$58,133

$32,673

$90,806

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

20 %

A
B
C

RAMIREZ , JUAN
EXECUTIVE VICE PRESIDENT
C

$50,000

$21,132

$71,132

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

20 %

A
B
C

ALONZO , HAZEL
VICE PRESIDENT
C

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

ARINWINE , ANTHONY
VICE PRESIDENT
C

$375

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

BASSLER , KATI
VICE PRESIDENT
N

$2,063

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

BRAVEWOMEN , MARY
VICE PRESIDENT
C

$599

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

CARREON , LILIA
VICE PRESIDENT
C

$3,053

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

CASEY , MONICA
VICE PRESIDENT
C

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

CURIEL , CASSONDRA
VICE PRESIDENT
C

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

GAER , RAY
VICE PRESIDENT
C

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

GARCIA , GLORIA
VICE PRESIDENT
C

$666

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

GORAL , MIKI
VICE PRESIDENT
C

$1,090

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

GOVSKY , JOHN
VICE PRESIDENT
C

$2,400

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

KELLY , DENNIS
VICE PRESIDENT/EX-OFFICIO
N

$1,653

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

KOGAN , MATTHEW
VICE PRESIDENT
C

$872

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

MAHLER , JIM
VICE PRESIDENT/EX-OFFICIO
N

$80,000

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

MCDOUGALL , STEVE
VICE PRESIDENT/EX-OFFICIO
N

$61,864

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

20 %

A
B
C

MCKEEVER , JAMES A
VICE PRESIDENT
C

$479

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

MCKINZIE , AMANKWA
VICE PRESIDENT
C

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

MCIVER , MIA
VICE PRESIDENT/EX-OFFICIO
N

$60,000

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

MEYER , MATT
VICE PRESIDENT
C

$916

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

NEWMAN , JASON
VICE PRESIDENT
C

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

O'CONNOR , ARCELIA
VICE PRESIDENT
C

$2,174

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

RODGER , KATIE
VICE PRESIDENT
C

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

ROHKEA , SEIJA
VICE PRESIDENT
P

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

SHANOSKI , JENNIFER
VICE PRESIDENT
C

$2,440

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

SMITH , MARLO
VICE PRESIDENT
N

$2,400

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

SNEED , LINDA
VICE PRESIDENT
C

$2,400

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

VAN WINKLE , JULIE
VICE PRESIDENT
C

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

VAQUERA BOGGS , NELLY
VICE PRESIDENT
C

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

WADDELL , JOANNE
VICE PRESIDENT
P

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

WANG , LYNN
VICE PRESIDENT
C

$1,463

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

WILLIAMS , CARL
VICE PRESIDENT/EX-OFFICIO
C

$20,000

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

20 %

A
B
C

WONG , KENT
VICE PRESIDENT
C

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	$348,133	$50,000	$253,099	$0	$651,232
Less Deductions					$152,646
Net Disbursements					$498,586

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

SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES

FILE NUMBER: 512-967

(A)
Name

(B)
Title

(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

ACOSTA , PABLO A
ORGANIZER
N/A

$73,103

$5,100

$78,203

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

ARELLANO , CHRISTOPHER
TRAINING DIRECTOR
N/A

$166,563

$8,153

$174,716

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

10 %

A
B
C

ARENAL PENA , ARIANA
ADMINISTRATIVE ASSISTANT
N/A

$78,632

$276

$78,908

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

ARTEAGA , MARIA
ACCOUNTING TECHNICIAN
N/A

$87,015

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

BLYDENBURGH , OLIVIA C
ORGANIZER
N/A

$64,522

$6,649

$71,171

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

BOWMAN , CHARLOTTE A
ORGANIZER
N/A

$64,014

$1,813

$65,827

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

BROWN , TRISTAN G
LEGISLATIVE DIRECTOR
N/A

$167,888

$4,096

$171,984

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

100 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

CALLAHAN , SARAH A
EXECUTIVE DIRECTOR
N/A

$190,000

$15,428

$205,428

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

CASTRO , LETICIA
ADM COORDINATOR
N/A

$160,573

$11,978

$172,551

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

90 %

Schedule 19
Administration

10 %

A
B
C

CHUKWUNETA , ADRIENNE O
ADMINISTRATIVE ASSISTANT
N/A

$74,122

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

COELHO , JONATHAN
ORGANIZER
N/A

$52,876

$3,039

$55,915

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

COOPER , JARRETT E
ADMINISTRATIVE ASSISTANT
N/A

$89,393

$843

$90,236

Schedule 15
Representational Activities

30 %

Schedule 16
Political Activities and Lobbying

50 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

10 %

A
B
C

DRAKE , CRYSTAL M
ADMINISTRATIVE ASSISTANT
N/A

$88,038

$1,524

$89,562

Schedule 15
Representational Activities

50 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

40 %

Schedule 19
Administration

10 %

A
B
C

ELIAS , JASON L
FIELD REPRESENTATIVE
N/A

$160,535

$4,002

$164,537

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

ELVERUM , TERRY A
FIELD REPRESENTATIVE
N/A

$179,071

$11,524

$190,595

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

FIGUEROA , MARTHA
FIELD REPRESENTATIVE
N/A

$171,119

$13,557

$184,676

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

GARCIA , CARLOS
IT DIRECTOR
N/A

$72,424

$834

$73,258

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

10 %

A
B
C

GOLDSTEIN , GLENN
DEPUTY EXECUTIVE DIRECTOR
N/A

$103,869

$866

$104,735

Schedule 15
Representational Activities

50 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

50 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

GOMEZ , ALEX
ADM. ASST. TECHNOLOGY
N/A

$81,182

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

GUNNELL , INGRID
POLITICAL ORGANIZER
N/A

$134,770

$11,181

$145,951

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

100 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

HARDY , MATTHEW L
COMMUNICATIONS DIRECTOR
N/A

$167,888

$2,205

$170,093

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

10 %

A
B
C

HARRIS , CLAIRE
ADMINISTRATIVE ASSISTANT
N/A

$78,399

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

HARRIS , KASSANDRA K
FIELD REPRESENTATIVE
N/A

$159,652

$14,928

$174,580

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

HAY , JESSICA L
CAMPAIGNS DIRECTOR
N/A

$132,062

$4,548

$136,610

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

HENNE , SARAH A
FIELD REPRESENTATIVE
N/A

$159,850

$6,839

$166,689

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

HERNANDEZ , LUCIA
ADMINISTRATIVE ASSISTANT
N/A

$81,561

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

10 %

A
B
C

JOHNSON , AHRIEN
FIELD REPRESENTATIVE
N/A

$158,644

$18,559

$177,203

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

MARTIN , DANIEL
FIELD REPRESENTATIVE
N/A

$169,165

$9,829

$178,994

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

MCCARTHY , CARLY NASON
COMMUNICATIONS SPECIALIST
N/A

$116,614

$5,644

$122,258

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

10 %

A
B
C

MELLIES , ANNIKA A
ORGANIZER
N/A

$43,466

$1,906

$45,372

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

MOK , TIFFANY
LEGISLATIVE REP
N/A

$156,684

$658

$157,342

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

100 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

MOTA , MARTIN
IT DIRECTOR
N/A

$60,268

$1,536

$61,804

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

10 %

A
B
C

NUSSBAUM , ARLENE
ACCOUNTING TECHNICIAN
N/A

$95,461

$350

$95,811

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

90 %

Schedule 19
Administration

10 %

A
B
C

O'CONNOR , DEBRA A
ADMINISTRATIVE ASSISTANT
N/A

$63,690

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

90 %

Schedule 19
Administration

10 %

A
B
C

ORIEL , CATHERINE
ACCOUNTING TECHNICIAN
N/A

$65,230

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

OSEGUEDA , LESLYE L
ADMINISTRATIVE ASST./ ORG
N/A

$81,970

$165

$82,135

Schedule 15
Representational Activities

50 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

50 %

Schedule 19
Administration

0 %

A
B
C

OUWELEEN , TOMMY
SENIOR SECRETARY
N/A

$82,326

$647

$82,973

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

90 %

Schedule 19
Administration

10 %

A
B
C

PAK , SUE S
FIELD REPRESENTATIVE
N/A

$167,390

$5,121

$172,511

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

PEREZ , REBECCA
ADMINISTRATIVE ASSISTANT
N/A

$92,612

$356

$92,968

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

90 %

Schedule 19
Administration

10 %

A
B
C

RAYNES , CHRYSANTHEMU A
ORGANIZER
N/A

$65,403

$4,079

$69,482

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

SHRECK , AIMEE
RESEARCH DIRECTOR
N/A

$167,888

$4,243

$172,131

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

10 %

A
B
C

SISSON , ALAYSHA L
ORGANIZER
N/A

$42,498

$1,936

$44,434

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

SOLIS , ANTHONY
FIELD REPRESENTATIVE
N/A

$141,964

$6,774

$148,738

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

SOTO , ELIZABETH
CONTROLLER
N/A

$181,816

$6,225

$188,041

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

90 %

Schedule 19
Administration

10 %

A
B
C

STEIGER , MITCHELL
LEGISLATIVE REP
N/A

$152,052

$2,656

$154,708

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

100 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

ULSTAD , JESSICA
POLITICAL DIRECTOR
N/A

$174,389

$19,312

$193,701

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

100 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

VARGAS , ANGELICA M
ADMINISTRATIVE ASSISTANT
N/A

$86,588

$72

$86,660

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

WANG , ED
FIELD REPRESENTATIVE
N/A

$175,747

$6,272

$182,019

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

WEESE , SANDRA
ORGANIZING DIRECTOR
N/A

$176,415

$6,330

$182,745

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 , ERICA
FIELD REPRESENTATIVE
N/A

$151,507

$7,026

$158,533

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

WILLSON , SHANNON
FIELD REPRESENTATIVE
N/A

$175,747

$5,624

$181,371

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

YOUSEFPOUR , KIMIA
ORGANIZING DIRECTOR
N/A

$11,541

$687

$12,228

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS

$6,362

$272

$6,634

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 %

Total Employee Disbursements	$6,102,558	$0	$245,662	$0	$6,348,220
Less Deductions					$2,428,592
Net Disbursements					$3,919,628

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

SCHEDULE 13 - MEMBERSHIP STATUS

FILE NUMBER: 512-967

Category of Membership (A)	Number (B)	Voting Eligibility (C)
Members (Total of all lines above)	81,105
Agency Fee Payers*	59
Total Members/Fee Payers	81,164
*Agency Fee Payers are not considered members of the labor organization.
MEMBERS	81,105	Yes

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

DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19

FILE NUMBER: 512-967

SCHEDULE 14 OTHER RECEIPTS
1. Named Payer Itemized Receipts	$1,024,605
2. Named Payer Non-itemized Receipts	$112,659
3. All Other Receipts	$132,934
4. Total Receipts	$1,270,198

SCHEDULE 17 CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements	$3,902,525
2. Named Payee Non-itemized Disbursements	$276,078
3. To Officers	$0
4. To Employees	$52,368
5. All Other Disbursements	$109,248
6. Total Disbursements	$4,340,219

SCHEDULE 15 REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements	$389,106
2. Named Payee Non-itemized Disbursements	$102,159
3. To Officers	$340,474
4. To Employees	$3,699,011
5. All Other Disbursements	$38,489
6. Total Disbursements	$4,569,239

SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee Itemized Disbursements	$2,600,916
2. Named Payee Non-itemized Disbursements	$479,036
3. To Officers	$24,239
4. To Employees	$1,489,644
5. All Other Disbursements	$168,647
6. Total Disbursements	$4,762,482

SCHEDULE 16 POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements	$3,464,991
2. Named Payee Non-itemized Disbursements	$41,869
3. To Officers	$24,239
4. To Employees	$868,804
5. All Other Disbursements	$43,339
6. Total Disbursements	$4,443,242

SCHEDULE 19 UNION ADMINISTRATION
1. Named Payee Itemized Disbursements	$1,261,650
2. Named Payee Non-itemized Disbursements	$287,784
3. To Officers	$262,280
4. To Employees	$238,395
5. All Other Disbursements	$137,492
6. Total Disbursements	$2,187,601

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

SCHEDULE 14 - OTHER RECEIPTS

FILE NUMBER: 512-967

Name and Address
(A)

AMERICAN FEDERATION OF TEACHERS

555 NEW JERSEY AVE. NW
WASHINGTON
DC
20001

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$993,490
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$993,490
CALIFORNIA ORGANIZING PROJECT	05/09/2024	$147,522
CALIFORNIA ORGANIZING PROJECT	06/12/2024	$40,000
CALIFORNIA ORGANIZING PROJECT	07/12/2024	$6,873
CALIFORNIA ORGANIZING PROJECT	07/12/2024	$238,919
CALIFORNIA ORGANIZING PROJECT	09/17/2024	$56,252
CALIFORNIA ORGANIZING PROJECT	10/11/2024	$47,597
CALIFORNIA ORGANIZING PROJECT	11/19/2024	$44,219
STATE REBATE	01/19/2024	$38,518
STATE REBATE	05/01/2024	$29,312
STATE REBATE	08/08/2024	$29,531
STATE REBATE	10/28/2024	$20,612
AFT SERVICE FORMULA	01/10/2024	$11,520
AFT SERVICE FORMULA	01/17/2024	$11,520
AFT SERVICE FORMULA	02/23/2024	$11,520
AFT SERVICE FORMULA	03/20/2024	$11,520
AFT SERVICE FORMULA	04/08/2024	$11,520
AFT SERVICE FORMULA	05/20/2024	$11,520
AFT SERVICE FORMULA	06/26/2024	$11,520
AFT SERVICE FORMULA	07/15/2024	$11,520
AFT SERVICE FORMULA	09/03/2024	$11,520
AFT SERVICE FORMULA	09/30/2024	$11,520
AFT SERVICE FORMULA	10/25/2024	$11,520
AFT SERVICE FORMULA	11/20/2024	$11,520
AFT SERVICE FORMULA	12/04/2024	$11,520
SALARY EXPENSE REIMBURSEMENTS	04/08/2024	$23,125
SALARY EXPENSE REIMBURSEMENTS	06/13/2024	$75,000
SALARY EXPENSE REIMBURSEMENTS	10/04/2024	$23,125
SALARY EXPENSE REIMBURSEMENTS	10/25/2024	$23,125

Name and Address
(A)

AMERICAN FIDELITY ASSURANCE CO.

3200 INLAND EMPIRE #260
Ontario
CA
91764

Type or Classification
(B)

INSURANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$23,745
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$23,745
REFUND	08/07/2024	$10,179
REFUND	02/23/2024	$13,566

Name and Address
(A)

PERALTA FEDERATION OF TEACHERS

500 EAST 8TH ST.
OAKLAND
CA
94606

Type or Classification
(B)

FEDERATION OF TEACHERS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$13,010
Total of All Transactions with this Payee/Payer for This Schedule		$13,010

Name and Address
(A)

SAN FRANCISCO CC LOCAL 2121

311 MIRAMAR AVE.
SAN FRANCISCO
CA
94112

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$38,211
Total of All Transactions with this Payee/Payer for This Schedule		$38,211

Name and Address
(A)

SAN JOSE/EVERGREEN FACULTY ASSOC.

2100 MOORPARK AVE.
SAN JOSE
CA
95128

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$23,720
Total of All Transactions with this Payee/Payer for This Schedule		$23,720

Name and Address
(A)

SAN MATEO CC AFT LOCAL 1493

1700 W. HILLSDALE BOULEVARD
SAN MATEO
CA
94402

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$10,374
Total of All Transactions with this Payee/Payer for This Schedule		$10,374

Name and Address
(A)

SDI

15400 SHERMAN WAY #500
VAN NUYS
CA
91406

Type or Classification
(B)

GOVERNMENT ENTITY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,370
Total Non-Itemized Transactions with this Payee/Payer		$4,422
Total of All Transactions with this Payee/Payer for This Schedule		$11,792
REFUND	04/30/2024	$7,370

Name and Address
(A)

WEST VALLEY-MISSION FEDERATION OF TEACHERS
2954
14000 FRUITVALE AVENUE
SARATOGA
CA
95070

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$22,922
Total of All Transactions with this Payee/Payer for This Schedule		$22,922

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

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES

FILE NUMBER: 512-967

Name and Address
(A)

ADJUNCT FACULTY UNITED AFT 6106

305 N. HARBOR BLVD
FULLERTON
CA
92832

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$56,025
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$56,025
STRATEGIC ORGANIZING	03/13/2024	$24,787
STRATEGIC ORGANIZING	08/12/2024	$31,238

Name and Address
(A)

ALLIANCE GRAPHICS

1101 8TH ST. STE 100
BERKELEY
CA
94710

Type or Classification
(B)

PRINTING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,605
Total Non-Itemized Transactions with this Payee/Payer		$6,806
Total of All Transactions with this Payee/Payer for This Schedule		$14,411
STRATEGIC ORGANIZING	09/26/2024	$7,605

Name and Address
(A)

ANDREA L. DOOLEY
12
953 W. MACARTHUR BLVD
OAKLAND
CA
94608

Type or Classification
(B)

ARBITRATOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,200
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$7,200
STRATEGIC ORGANIZING	05/14/2024	$7,200

Name and Address
(A)

BERKELEY FEDERATION OF TEACHER

1432 UNIVERSITY AVE
BERKELEY
CA
94702

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,500
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$8,500
STRATEGIC ORGANIZING	07/08/2024	$8,500

Name and Address
(A)

BUCKLEY FACULTY ASSOCIATION 4163

3900 STANSBURY AVE
SHERMAN OAKS
CA
91423

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$7,806
Total of All Transactions with this Payee/Payer for This Schedule		$7,806

Name and Address
(A)

CARPINTERIA ASSOC. OF UNTD EE 2216

7125 GOBERNADOR CANN
CARPINTERIA
CA
93013

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$159,150
Total Non-Itemized Transactions with this Payee/Payer		$5,334
Total of All Transactions with this Payee/Payer for This Schedule		$164,484
DEFENSE GRANT	01/25/2024	$141,093
DEFENSE GRANT	04/30/2024	$5,927
DEFENSE GRANT	09/17/2024	$6,972
DEFENSE GRANT	09/17/2024	$5,158

Name and Address
(A)

EMILY WILSON

514 UTAH STREET
SAN FRANCISCO
CA
94110

Type or Classification
(B)

WRITER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,608
Total Non-Itemized Transactions with this Payee/Payer		$9,520
Total of All Transactions with this Payee/Payer for This Schedule		$16,128
CLASSIFIED NEWSLETTER	05/01/2024	$6,608

Name and Address
(A)

LAW OFFICE OF DAVID CONWAY

4100 REDWOOD RD. 20A #508
OAKLAND
CA
94619

Type or Classification
(B)

LAW FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,347
Total of All Transactions with this Payee/Payer for This Schedule		$5,347

Name and Address
(A)

PALOMAR FACULTY FEDERATION

824 CAMINITO ROSA
CARLSBAD
CA
99999

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$18,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$18,000
STRATEGIC ORGANIZING	12/03/2024	$18,000

Name and Address
(A)

PART-TIME FACULTY ASSOCIATION OF TEACHERS

426 E BARCELLUS AVE
SANTA MARIA
CA
93454

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,027
Total Non-Itemized Transactions with this Payee/Payer		$933
Total of All Transactions with this Payee/Payer for This Schedule		$6,960
STRATEGIC ORGANIZING	08/12/2024	$6,027

Name and Address
(A)

RELX INC.

230 PARK AVE.
NEW YORK
NY
10169

Type or Classification
(B)

COMMUNICATION CONSULANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,828
Total of All Transactions with this Payee/Payer for This Schedule		$5,828

Name and Address
(A)

ROTHNER, SEGALL & GREENSTONE

510 S. MARENGO AVE.
PASADENA
CA
91101

Type or Classification
(B)

LAW FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$70,737
Total Non-Itemized Transactions with this Payee/Payer		$24,125
Total of All Transactions with this Payee/Payer for This Schedule		$94,862
LEGAL SERVICES	01/29/2024	$15,419
LEGAL SERVICES	02/01/2024	$9,402
LEGAL SERVICES	03/01/2024	$21,305
LEGAL SERVICES	04/01/2024	$24,611

Name and Address
(A)

SAN FRANCISCO CC AFT

311 MIRAMAR AVENUE
SAN FRANCISCO
CA
94112

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$40,854
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$40,854
STRATEGIC ORGANIZING	12/16/2024	$40,854

Name and Address
(A)

UNIVERSITY COUNCIL - AFT

11728 WILSHIRE BLVD B1007
LOS ANGELES
CA
90025

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$20,700
Total of All Transactions with this Payee/Payer for This Schedule		$20,700

Name and Address
(A)

UNIVERSITY OF SAN FRANCISCO

2130 FULTON ST.
SAN FRANCISCO
CA
94117

Type or Classification
(B)

EDUCATIONAL INSTITUTION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,400
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$8,400
STRATEGIC ORGANIZING	12/03/2024	$8,400

Name and Address
(A)

WEINBERG, ROGER & ROSENFELD

1001 MARINA VILLAGE PKWAY
ALAMEDA
CA
94501

Type or Classification
(B)

LAW FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,040
Total of All Transactions with this Payee/Payer for This Schedule		$6,040

Name and Address
(A)

WOHLNER KAPLON CUTLER HALFORD

16501 VENTURA BLVD. STE 304
ENCINO
CA
91436

Type or Classification
(B)

LAW FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$9,720
Total of All Transactions with this Payee/Payer for This Schedule		$9,720

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

SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING

FILE NUMBER 512-967

Name and Address
(A)

AFFORDABLE HOUSE ADVOCATES, YES ON 5

1700 TRIBUTE ROAD, STE 201
SACRAMENTO
CA
95815

Type or Classification
(B)

STATE BALLOT MEASURE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$50,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$50,000
POLITICAL CONTRIBUTION	10/09/2024	$50,000

Name and Address
(A)

ALLIANCE FOR A BETTER CALIFORNIA

550 CAPITAL MALL
SACRAMENTO
CA
95814

Type or Classification
(B)

ADVOCACY ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$170,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$170,000
POLITICAL CONTRIBUTION	07/22/2024	$70,000
POLITICAL CONTRIBUTION	04/29/2024	$100,000

Name and Address
(A)

AMERICAN FEDERATION OF TEACHERS, AFL-CIO

555 NEW JERSEY AVE. NW
WASHINGTON
DC
20001

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$11,000
Total Non-Itemized Transactions with this Payee/Payer		$731
Total of All Transactions with this Payee/Payer for This Schedule		$11,731
POLITICAL CONTRIBUTION	07/31/2024	$11,000

Name and Address
(A)

BATTLEGROUND CALIFORNIA

515 S. FIGUEROA ST STE 1110
LOS ANGELES
CA
90071

Type or Classification
(B)

POLITICAL ACTION COMMITTEE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$100,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$100,000
POLITICAL CONTRIBUTION	07/03/2024	$100,000

Name and Address
(A)

CALIFORNIA BUDGET AND POLICY CENTER

11907 9TH ST #310
SACRAMENTO
CA
95814

Type or Classification
(B)

POLITICAL PUBLIC POLICY RESEARCH

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
CONTRIBUTION	01/19/2024	$10,000

Name and Address
(A)

CALIFORNIA DEMOCRATIC PARTY

1830 9TH ST
SACRAMENTO
CA
95811

Type or Classification
(B)

POLITICAL PARTY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$100,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$100,000
POLITICAL CONTRIBUTION	06/24/2024	$100,000

Name and Address
(A)

CALIFORNIA DEPARTMENT OF EDUCATION

1430 N ST
SACRAMENTO
CA
95814

Type or Classification
(B)

GOVERNMENT AGENCY

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
POLITICAL CONTRIBUTION	01/24/2024	$15,000
POLITICAL CONTRIBUTION	12/20/2024	$15,000

Name and Address
(A)

CALIFORNIA TAX REFORM ASSOC.

717 K St #510,
SACRAMENTO
CA
95814

Type or Classification
(B)

POLITICAL ADVOCACY ORGANIZATION

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
POLITICAL CONTRIBUTION	04/23/2024	$6,000

Name and Address
(A)

CAPITAL & MAIN

1910 W. SUNSET BLVD. 740
LOS ANGELES
CA
90026

Type or Classification
(B)

POLITICAL ONLINE PUBLICATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$40,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$40,000
POLITICAL CONTRIBUTION	01/04/2024	$40,000

Name and Address
(A)

CARA

600 GRAND AVENUE, #410
OAKLAND
CA
94610

Type or Classification
(B)

POLITICAL ADVOCACY ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$12,500
Total Non-Itemized Transactions with this Payee/Payer		$2,500
Total of All Transactions with this Payee/Payer for This Schedule		$15,000
POLITICAL CONTRIBUTION	01/19/2024	$7,500
POLITICAL CONTRIBUTION	05/15/2024	$5,000

Name and Address
(A)

CMTA

1121 L STREET, SUITE 700
SACRAMENTO
CA
95814

Type or Classification
(B)

ENVIRONMENTAL STEWARSHIP COMPANY

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
CONTRIBUTION	04/24/2024	$5,000

Name and Address
(A)

COMMITTEE TO PROTECT PUBLIC SAFETY

1700 TRIBUTE ROAD STE 201
SACRAMENTO
CA
95815

Type or Classification
(B)

POLITICAL ADVOCACY ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$150,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$150,000
POLITICAL CONTRIBUTION	09/19/2024	$150,000

Name and Address
(A)

COPE CANDIDATE

550 CAPITAL MALL
SACRAMENTO
CA
95814

Type or Classification
(B)

POLITICAL FUND

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$1,343,135
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$1,343,135
POLITICAL TRANSFER	01/17/2024	$106,415
POLITICAL TRANSFER	01/19/2024	$94,911
POLITICAL TRANSFER	01/29/2024	$97,469
POLITICAL TRANSFER	02/23/2024	$88,245
POLITICAL TRANSFER	03/25/2024	$120,892
POLITICAL TRANSFER	05/20/2024	$126,008
POLITICAL TRANSFER	06/10/2024	$110,371
POLITICAL TRANSFER	08/01/2024	$95,203
POLITICAL TRANSFER	08/20/2024	$112,622
POLITICAL TRANSFER	10/01/2024	$91,585
POLITICAL TRANSFER	10/09/2024	$84,256
POLITICAL TRANSFER	11/14/2024	$104,677
POLITICAL TRANSFER	12/16/2024	$110,481

Name and Address
(A)

DOLORES HUERTA ACTION FUND
2087

BAKERSFIELD
CA
93303

Type or Classification
(B)

POLITICAL ACTION COMMITTEE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$50,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$50,000
POLITICAL CONTRIBUTION	07/03/2024	$50,000

Name and Address
(A)

EQUALITY CALIFORNIA

3701 WILSHIRE BLVD. #725
LOS ANGELES
CA
90010

Type or Classification
(B)

POLITICAL ADVOCACY ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$210,000
Total Non-Itemized Transactions with this Payee/Payer		$1,750
Total of All Transactions with this Payee/Payer for This Schedule		$211,750
POLITICAL CONTRIBUTION	02/14/2024	$50,000
POLITICAL CONTRIBUTION	04/19/2024	$5,000
POLITICAL CONTRIBUTION	09/24/2024	$50,000
POLITICAL CONTRIBUTION	11/15/2024	$5,000
POLITICAL CONTRIBUTION	07/03/2024	$100,000

Name and Address
(A)

FRIENDS OF JEFFERSON ELEMENTARY SCHOOLS

3770 UTAH ST
SAN DIEGO
CA
92104

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
POLITICAL CONTRIBUTION	01/24/2024	$10,000

Name and Address
(A)

HEALTHY CA NOW

1787 TRIBUTE RD. STE K
SACRAMENTO
CA
95815

Type or Classification
(B)

POLITICAL ADVOCACY 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
POLITICAL CONTRIBUTION	04/29/2024	$5,000

Name and Address
(A)

LOS ANGELES ALLIANCE FOR A NEW ECONOMY (LAANE)

464 LUCAS AVE #202
LOS ANGELES
CA
90017

Type or Classification
(B)

POLITICAL ADVOCACY ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer		$500
Total of All Transactions with this Payee/Payer for This Schedule		$5,500
POLITICAL CONTRIBUTION	10/10/2024	$5,000

Name and Address
(A)

NEWSOM'S BALLOT MEASURE COMMITTEE, YES ON 1

1414 K STREET SUITE 250
SACRAMENTO
CA
95814

Type or Classification
(B)

STATE BALLOT MEASURE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$50,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$50,000
POLITICAL CONTRIBUTION	01/23/2024	$50,000

Name and Address
(A)

NURSES AND EDUCATORS SUPPORTING CHAMBERS

555 CAPITOL MALL STE 400
SACRAMENTO
CA
95814

Type or Classification
(B)

POLITICAL ADVOCACY ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$100,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$100,000
POLITICAL CONTRIBUTION	08/29/2024	$100,000

Name and Address
(A)

OLSON REMCHO LLP

555 CAPITOL MALL # 400
SACRAMENTO
CA
95814

Type or Classification
(B)

LAW FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$29,120
Total Non-Itemized Transactions with this Payee/Payer		$27,211
Total of All Transactions with this Payee/Payer for This Schedule		$56,331
POLITICAL LEGAL SERVICES	10/28/2024	$7,415
POLITICAL LEGAL SERVICES	07/16/2024	$21,705

Name and Address
(A)

OPPORTUNITY PAC

555 CAPITOL MALL STE 400
SACRAMENTO
CA
95814

Type or Classification
(B)

POLITICAL ACTION COMMITTEE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$250,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$250,000
POLITICAL CONTRIBUTION	07/03/2024	$200,000
POLITICAL CONTRIBUTION	09/06/2024	$50,000

Name and Address
(A)

PLANNED PARENTHOOD AFFILIATES OF CALIFORNIA

555 CAPITOL MALL STE 400
SACRAMENTO
CA
95814

Type or Classification
(B)

POLITICAL ADVOCACY ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$100,000
Total Non-Itemized Transactions with this Payee/Payer		$2,500
Total of All Transactions with this Payee/Payer for This Schedule		$102,500
POLITICAL CONTRIBUTION	07/03/2024	$100,000

Name and Address
(A)

SACRAMENTO CENTRAL LABOR COUNCIL

2617 K ST #175
SACRAMENTO
CA
95816

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$20,000
Total Non-Itemized Transactions with this Payee/Payer		$3,000
Total of All Transactions with this Payee/Payer for This Schedule		$23,000
POLITICAL CONTRIBUTION	01/19/2024	$15,000
POLITICAL CONTRIBUTION	09/10/2024	$5,000

Name and Address
(A)

SPONSORED BY EQUALITY CA, MARRIAGE EQUALITY

515 S FIGUEROA ST. STE 1110
LOS ANGELES
CA
90071

Type or Classification
(B)

POLITICAL ADVOCACY ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$150,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$150,000
POLITICAL CONTRIBUTION	06/24/2024	$150,000

Name and Address
(A)

SPONSORED BY NONPROFIT EDUCATION

555 CAPITOL MALL STE 400
SACRAMENTO
CA
95814

Type or Classification
(B)

POLITICAL ADVOCACY ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$160,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$160,000
POLITICAL CONTRIBUTION	09/19/2024	$150,000
POLITICAL CONTRIBUTION	11/04/2024	$10,000

Name and Address
(A)

THE CAMPAIGN WORKSHOP

1660 L ST. NW #506
WASHINGTON
DC
20036

Type or Classification
(B)

POLITICAL CONSULTING FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$273,636
Total Non-Itemized Transactions with this Payee/Payer		$3,677
Total of All Transactions with this Payee/Payer for This Schedule		$277,313
POLITICAL CONSULTING	01/31/2024	$56,489
POLITICAL CONSULTING	02/05/2024	$11,628
POLITICAL CONSULTING	02/06/2024	$9,137
POLITICAL CONSULTING	03/25/2024	$5,000
POLITICAL CONSULTING	09/23/2024	$12,567
POLITICAL CONSULTING	10/10/2024	$6,557
POLITICAL CONSULTING	10/22/2024	$75,748
POLITICAL CONSULTING	10/01/2024	$96,510

Name and Address
(A)

THE EDUCATION COALITION

SACRAMENTO
CA
95814

Type or Classification
(B)

POLITICAL ADVOCACY ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,300
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$6,300
POLITICAL CONTRIBUTION	03/19/2024	$6,300

Name and Address
(A)

UCLA FOUNDATION UCLA LABOR CENTER FUND

433 S SPRING ST
LOS ANGELES
CA
90013

Type or Classification
(B)

POLITICAL ADVOCACY ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,800
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$5,800
POLITICAL CONTRIBUTION	08/14/2024	$5,800

Name and Address
(A)

YES ON B, COMMITTEE FOR SAFE AND MODERN TUHSD
62

MILL VALLEY
CA
94942

Type or Classification
(B)

STATE BALLOT MEASURE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$12,500
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$12,500
POLITICAL CONTRIBUTION	01/31/2024	$7,500
POLITICAL CONTRIBUTION	10/09/2024	$5,000

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

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS

FILE NUMBER: 512-967

Name and Address
(A)

ABC #2317

12028 CENTRALIA RD. #24
HAWAIIAN GARDENS
CA
90716

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$180,129
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$180,129
STAFF FUNDING	01/17/2024	$13,676
STAFF FUNDING	01/26/2024	$13,946
STAFF FUNDING	01/26/2024	$13,778
STAFF FUNDING	02/22/2024	$13,917
STAFF FUNDING	03/25/2024	$13,961
STAFF FUNDING	04/30/2024	$13,932
STAFF FUNDING	05/31/2024	$13,902
STAFF FUNDING	05/31/2024	$13,902
STAFF FUNDING	08/30/2024	$13,661
STAFF FUNDING	08/30/2024	$13,902
STAFF FUNDING	10/31/2024	$13,661
STAFF FUNDING	11/29/2024	$13,661
STAFF FUNDING	11/29/2024	$14,230

Name and Address
(A)

ADJUNCT FACULTY UNITED OC AFT LOCAL 6106

305 N. HARBOR BLVD
FULLERTON
CA
92832

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$39,235
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$39,235
STAFF FUNDING	07/18/2024	$25,228
STAFF FUNDING	11/05/2024	$14,007

Name and Address
(A)

AFT GUILD LOCAL 1931

3737 CAMINO DEL RIO S, 410
SAN DIEGO
CA
92108

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$353,817
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$353,817
STAFF FUNDING	01/17/2024	$27,033
STAFF FUNDING	01/26/2024	$28,391
STAFF FUNDING	01/26/2024	$27,532
STAFF FUNDING	02/22/2024	$28,365
STAFF FUNDING	03/25/2024	$29,498
STAFF FUNDING	04/30/2024	$28,323
STAFF FUNDING	05/31/2024	$30,592
STAFF FUNDING	06/30/2024	$30,023
STAFF FUNDING	07/31/2024	$32,424
STAFF FUNDING	08/30/2024	$24,966
STAFF FUNDING	09/30/2024	$14,294
STAFF FUNDING	10/31/2024	$22,721
STAFF FUNDING	11/29/2024	$29,655

Name and Address
(A)

AFT LOCAL 1493

1700 W. HILLSDALE BLVD.
SAN MATEO
CA
94402

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$89,583
Total Non-Itemized Transactions with this Payee/Payer		$7,276
Total of All Transactions with this Payee/Payer for This Schedule		$96,859
STAFF FUNDING	01/19/2024	$6,704
STAFF FUNDING	01/19/2024	$8,048
STAFF FUNDING	03/25/2024	$7,305
STAFF FUNDING	03/25/2024	$8,370
STAFF FUNDING	03/25/2024	$8,248
STAFF FUNDING	03/25/2024	$7,390
STAFF FUNDING	07/31/2024	$10,872
STAFF FUNDING	07/31/2024	$8,744
STAFF FUNDING	07/31/2024	$7,990
STAFF FUNDING	08/30/2024	$8,526
STAFF FUNDING	10/31/2024	$7,386

Name and Address
(A)

BERKELEY LOCAL 1078

2530 SAN PABLO
BERKELEY
CA
94704

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$124,449
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$124,449
STAFF FUNDING	01/19/2024	$9,871
STAFF FUNDING	01/19/2024	$10,113
STAFF FUNDING	01/19/2024	$9,814
STAFF FUNDING	01/19/2024	$10,113
STAFF FUNDING	02/22/2024	$10,469
STAFF FUNDING	04/30/2024	$10,510
STAFF FUNDING	04/30/2024	$10,510
STAFF FUNDING	05/31/2024	$10,616
STAFF FUNDING	05/31/2024	$10,616
STAFF FUNDING	06/30/2024	$10,601
STAFF FUNDING	07/31/2024	$10,608
STAFF FUNDING	08/30/2024	$10,608

Name and Address
(A)

CABRILLO CC FEDERATION OF TEACHERS

6500 SOQUEL SR.
APTOS
CA
95003

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$31,584
Total of All Transactions with this Payee/Payer for This Schedule		$31,584

Name and Address
(A)

CARPINTERIA ASSOC. UNITED SCHOOL

1400 LINDEN AVE
CARPINTERIA
CA
93013

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,481
Total of All Transactions with this Payee/Payer for This Schedule		$6,481

Name and Address
(A)

CERRITOS COLLEGE FACULTY FEDERATION

5129 E. HARCO STREET
LONG BEACH
CA
90808

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$19,566
Total Non-Itemized Transactions with this Payee/Payer		$28,634
Total of All Transactions with this Payee/Payer for This Schedule		$48,200
STAFF FUNDING	07/16/2024	$8,257
STAFF FUNDING	10/02/2024	$11,309

Name and Address
(A)

COAST FED OF CLASS EMPL, AFT LOCAL 4794

15744 GOLDEN WEST ST.
HUNTINGTON BEACH
CA
92647

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$20,774
Total Non-Itemized Transactions with this Payee/Payer		$33,117
Total of All Transactions with this Payee/Payer for This Schedule		$53,891
STAFF FUNDING	01/19/2024	$8,323
STAFF FUNDING	02/26/2024	$12,451

Name and Address
(A)

COAST FEDERATION OF EDUCATORS ORANGE COAST

2701 FAIRVIEW RD.
COSTA MESA
CA
92626

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$82,988
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$82,988
STAFF FUNDING	01/17/2024	$11,984
STAFF FUNDING	01/19/2024	$5,904
STAFF FUNDING	03/25/2024	$5,904
STAFF FUNDING	05/08/2024	$5,904
STAFF FUNDING	06/05/2024	$17,711
STAFF FUNDING	08/05/2024	$5,903
STAFF FUNDING	09/03/2024	$11,807
STAFF FUNDING	10/02/2024	$5,903
STAFF FUNDING	11/05/2024	$5,903
STAFF FUNDING	12/06/2024	$6,065

Name and Address
(A)

CULVER CITY FEDERATION OF TEACHERS

4601 ELENDA AVE.
CULVER CITY
CA
90230

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$15,334
Total of All Transactions with this Payee/Payer for This Schedule		$15,334

Name and Address
(A)

EL RANCHO #3467

9141 SLAUSON BLVD.
PICO RIVERA
CA
90660

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$73,210
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$73,210
STAFF FUNDING	01/17/2024	$5,486
STAFF FUNDING	01/19/2024	$5,620
STAFF FUNDING	01/26/2024	$5,620
STAFF FUNDING	02/22/2024	$5,679
STAFF FUNDING	03/25/2024	$5,649
STAFF FUNDING	03/25/2024	$5,645
STAFF FUNDING	04/30/2024	$5,645
STAFF FUNDING	05/31/2024	$5,645
STAFF FUNDING	06/30/2024	$5,638
STAFF FUNDING	07/31/2024	$5,645
STAFF FUNDING	08/30/2024	$5,646
STAFF FUNDING	10/31/2024	$5,646
STAFF FUNDING	11/29/2024	$5,646

Name and Address
(A)

GLENDALE COLLEGE GUILD

1500 VERDUGO RD.
GLENDALE
CA
91208

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$73,265
Total Non-Itemized Transactions with this Payee/Payer		$4,247
Total of All Transactions with this Payee/Payer for This Schedule		$77,512
STAFF FUNDING	01/19/2024	$6,046
STAFF FUNDING	01/26/2024	$6,231
STAFF FUNDING	02/22/2024	$6,204
STAFF FUNDING	03/25/2024	$6,268
STAFF FUNDING	04/30/2024	$6,160
STAFF FUNDING	05/31/2024	$6,173
STAFF FUNDING	06/30/2024	$6,222
STAFF FUNDING	06/30/2024	$6,209
STAFF FUNDING	08/30/2024	$6,266
STAFF FUNDING	09/30/2024	$6,434
STAFF FUNDING	10/31/2024	$5,444
STAFF FUNDING	11/29/2024	$5,608

Name and Address
(A)

GREATER SANTA CRUZ FEDERATION OF TEACHERS

501 MISSION ST.
SANTA CRUZ
CA
95060

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$80,003
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$80,003
STAFF FUNDING	01/17/2024	$5,552
STAFF FUNDING	01/19/2024	$11,419
STAFF FUNDING	01/29/2024	$5,717
STAFF FUNDING	02/26/2024	$5,709
STAFF FUNDING	03/25/2024	$5,761
STAFF FUNDING	06/05/2024	$11,522
STAFF FUNDING	07/16/2024	$5,746
STAFF FUNDING	08/05/2024	$5,717
STAFF FUNDING	09/03/2024	$5,717
STAFF FUNDING	10/02/2024	$5,717
STAFF FUNDING	11/05/2024	$5,658
STAFF FUNDING	12/06/2024	$5,768

Name and Address
(A)

JEFFERSON FEDERATION OF TEACHERS

163 SEARS ST.
SAN FRANCISCO
CA
94112

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$60,581
Total Non-Itemized Transactions with this Payee/Payer		$3,649
Total of All Transactions with this Payee/Payer for This Schedule		$64,230
STAFF FUNDING	01/17/2024	$10,256
STAFF FUNDING	01/29/2024	$10,200
STAFF FUNDING	03/25/2024	$5,065
STAFF FUNDING	05/08/2024	$10,167
STAFF FUNDING	06/05/2024	$5,080
STAFF FUNDING	07/16/2024	$5,102
STAFF FUNDING	09/03/2024	$5,102
STAFF FUNDING	12/06/2024	$9,609

Name and Address
(A)

L.A. COLLEGE FACULTY GUILD

3356 BARHAM BLVD
LOS ANGELES
CA
90068

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$377,097
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$377,097
STAFF FUNDING	01/17/2024	$16,386
STAFF FUNDING	01/17/2024	$27,746
STAFF FUNDING	01/19/2024	$25,006
STAFF FUNDING	03/25/2024	$26,967
STAFF FUNDING	03/25/2024	$32,545
STAFF FUNDING	04/30/2024	$30,079
STAFF FUNDING	05/31/2024	$25,793
STAFF FUNDING	06/30/2024	$25,979
STAFF FUNDING	07/31/2024	$35,418
STAFF FUNDING	08/30/2024	$31,194
STAFF FUNDING	09/30/2024	$27,367
STAFF FUNDING	09/30/2024	$27,367
STAFF FUNDING	11/29/2024	$26,971
STAFF FUNDING	11/29/2024	$18,279

Name and Address
(A)

LOMPOC FEDERATION OF TEACHERS
1348

LOMPOC
CA
93438

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$79,828
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$79,828
STAFF FUNDING	01/17/2024	$6,032
STAFF FUNDING	01/19/2024	$6,185
STAFF FUNDING	01/26/2024	$6,200
STAFF FUNDING	02/22/2024	$6,215
STAFF FUNDING	03/25/2024	$6,229
STAFF FUNDING	04/30/2024	$6,244
STAFF FUNDING	05/31/2024	$6,259
STAFF FUNDING	06/30/2024	$6,251
STAFF FUNDING	07/31/2024	$6,281
STAFF FUNDING	08/30/2024	$6,281
STAFF FUNDING	09/30/2024	$6,280
STAFF FUNDING	10/31/2024	$6,280
STAFF FUNDING	11/29/2024	$5,091

Name and Address
(A)

LOS RIOS CC #2279

2126 K STREET
SACRAMENTO
CA
95816

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$184,010
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$184,010
STAFF FUNDING	02/10/2024	$14,294
STAFF FUNDING	02/23/2024	$14,398
STAFF FUNDING	02/23/2024	$14,637
STAFF FUNDING	03/25/2024	$14,413
STAFF FUNDING	03/25/2024	$14,417
STAFF FUNDING	03/25/2024	$14,398
STAFF FUNDING	04/30/2024	$14,413
STAFF FUNDING	05/31/2024	$13,714
STAFF FUNDING	05/31/2024	$14,589
STAFF FUNDING	07/31/2024	$14,294
STAFF FUNDING	08/30/2024	$11,855
STAFF FUNDING	09/30/2024	$14,294
STAFF FUNDING	10/31/2024	$14,294

Name and Address
(A)

MORGAN HILL FEDERATION

16450 MONTEREY RD.
MORGAN HILL
CA
95037

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$73,224
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$73,224
STAFF FUNDING	01/17/2024	$5,095
STAFF FUNDING	01/19/2024	$5,673
STAFF FUNDING	01/26/2024	$5,644
STAFF FUNDING	02/22/2024	$5,827
STAFF FUNDING	04/30/2024	$5,849
STAFF FUNDING	04/30/2024	$5,878
STAFF FUNDING	06/30/2024	$5,878
STAFF FUNDING	06/30/2024	$5,863
STAFF FUNDING	08/30/2024	$5,878
STAFF FUNDING	09/30/2024	$5,285
STAFF FUNDING	09/30/2024	$5,878
STAFF FUNDING	10/31/2024	$5,175
STAFF FUNDING	11/29/2024	$5,301

Name and Address
(A)

NO. MONTEREY FED OF TEACHERS

740 30TH AVE. SPC 99
SANTA CRUZ
CA
95062

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$29,325
Total of All Transactions with this Payee/Payer for This Schedule		$29,325

Name and Address
(A)

NOVATO FEDERATION OF TEACHERS

7075 REDWOOD BLVD.
NOVATO
CA
94954

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$73,742
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$73,742
STAFF FUNDING	01/17/2024	$5,757
STAFF FUNDING	01/19/2024	$5,830
STAFF FUNDING	01/26/2024	$5,809
STAFF FUNDING	02/22/2024	$5,794
STAFF FUNDING	04/30/2024	$5,794
STAFF FUNDING	04/30/2024	$5,801
STAFF FUNDING	05/31/2024	$5,801
STAFF FUNDING	06/30/2024	$5,801
STAFF FUNDING	07/31/2024	$5,809
STAFF FUNDING	08/30/2024	$5,816
STAFF FUNDING	09/30/2024	$5,230
STAFF FUNDING	10/31/2024	$5,457
STAFF FUNDING	11/29/2024	$5,043

Name and Address
(A)

OXNARD FED. OF TEACHERS & SCHOOL EMPLOYEES

2775 N VENTURA RD #208
OXNARD
CA
93030

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$186,857
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$186,857
STAFF FUNDING	01/19/2024	$13,817
STAFF FUNDING	02/26/2024	$29,042
STAFF FUNDING	05/08/2024	$43,803
STAFF FUNDING	06/05/2024	$14,235
STAFF FUNDING	08/05/2024	$43,213
STAFF FUNDING	11/05/2024	$42,747

Name and Address
(A)

PAJARO VALLEY FEDERATION

90A MARIPOSA AVE.
WATSONVILLE
CA
95076

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$188,326
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$188,326
STAFF FUNDING	01/17/2024	$14,637
STAFF FUNDING	01/17/2024	$14,294
STAFF FUNDING	01/19/2024	$14,637
STAFF FUNDING	01/26/2024	$14,637
STAFF FUNDING	03/25/2024	$14,637
STAFF FUNDING	04/30/2024	$14,636
STAFF FUNDING	04/30/2024	$14,607
STAFF FUNDING	06/30/2024	$14,624
STAFF FUNDING	06/30/2024	$14,294
STAFF FUNDING	08/30/2024	$14,294
STAFF FUNDING	10/31/2024	$14,148
STAFF FUNDING	10/31/2024	$14,587
STAFF FUNDING	10/31/2024	$14,294

Name and Address
(A)

PALOMAR FACULTY FEDERATION

824 CAMINITO ROSA
CARLSBAD
CA
99999

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$72,330
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$72,330
STAFF FUNDING	01/17/2024	$5,284
STAFF FUNDING	01/19/2024	$5,263
STAFF FUNDING	01/26/2024	$5,497
STAFF FUNDING	02/22/2024	$5,399
STAFF FUNDING	03/25/2024	$5,715
STAFF FUNDING	04/30/2024	$5,759
STAFF FUNDING	05/31/2024	$5,355
STAFF FUNDING	06/30/2024	$5,384
STAFF FUNDING	07/31/2024	$5,554
STAFF FUNDING	08/30/2024	$5,752
STAFF FUNDING	09/30/2024	$5,784
STAFF FUNDING	10/31/2024	$5,796
STAFF FUNDING	11/29/2024	$5,788

Name and Address
(A)

PASO ROBLES PUBLIC EDUCATORS

7520 SANTA YNEZ
ATASCADERO
CA
93422

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$33,818
Total of All Transactions with this Payee/Payer for This Schedule		$33,818

Name and Address
(A)

PERALTA FEDERATION OF TEACHERS

500 EAST EIGHTS ST.
OAKLAND
CA
94606

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$91,209
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$91,209
STAFF FUNDING	01/17/2024	$6,206
STAFF FUNDING	01/19/2024	$6,206
STAFF FUNDING	01/29/2024	$6,206
STAFF FUNDING	02/26/2024	$6,206
COMMUNITY OUTREACH	03/06/2024	$10,000
STAFF FUNDING	03/25/2024	$6,248
STAFF FUNDING	05/08/2024	$6,248
STAFF FUNDING	06/05/2024	$6,248
STAFF FUNDING	07/16/2024	$6,248
STAFF FUNDING	08/05/2024	$6,247
STAFF FUNDING	09/03/2024	$6,247
STAFF FUNDING	10/02/2024	$6,247
STAFF FUNDING	11/05/2024	$6,247
STAFF FUNDING	12/06/2024	$6,405

Name and Address
(A)

PETALUMA FEDERATION OF TEACHERS
1091

PETALUMA
CA
94953

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$72,166
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$72,166
STAFF FUNDING	01/17/2024	$5,549
STAFF FUNDING	01/19/2024	$5,552
STAFF FUNDING	01/29/2024	$5,618
STAFF FUNDING	02/26/2024	$5,636
STAFF FUNDING	03/25/2024	$10,905
STAFF FUNDING	06/05/2024	$11,328
STAFF FUNDING	07/16/2024	$5,684
STAFF FUNDING	09/03/2024	$5,655
STAFF FUNDING	11/05/2024	$10,489
STAFF FUNDING	12/06/2024	$5,750

Name and Address
(A)

POWAY FEDERATION

11011 VIA FRONTERA
SAN DIEGO
CA
92127

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$258,509
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$258,509
STAFF FUNDING	01/17/2024	$19,355
STAFF FUNDING	01/19/2024	$19,355
STAFF FUNDING	01/29/2024	$20,005
STAFF FUNDING	02/26/2024	$19,925
STAFF FUNDING	03/25/2024	$19,948
STAFF FUNDING	05/08/2024	$19,920
STAFF FUNDING	06/05/2024	$19,945
STAFF FUNDING	07/16/2024	$19,995
STAFF FUNDING	08/05/2024	$20,060
STAFF FUNDING	09/03/2024	$20,044
STAFF FUNDING	10/02/2024	$20,011
STAFF FUNDING	11/05/2024	$19,973
STAFF FUNDING	12/06/2024	$19,973

Name and Address
(A)

RESCUE FEDERATION OF TEACHERS

2561 FRANCISCO DR
EL DORADO HILLS
CA
95762

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,362
Total of All Transactions with this Payee/Payer for This Schedule		$5,362

Name and Address
(A)

SALINAS VALLEY FEDERATION OF TEACHERS

21 W. LAUREL DR.
SALINAS
CA
93906

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$188,435
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$188,435
STAFF FUNDING	01/17/2024	$39,173
STAFF FUNDING	01/29/2024	$13,575
STAFF FUNDING	02/26/2024	$13,652
STAFF FUNDING	03/25/2024	$27,300
STAFF FUNDING	06/05/2024	$13,725
STAFF FUNDING	07/16/2024	$27,488
STAFF FUNDING	09/03/2024	$26,698
STAFF FUNDING	11/05/2024	$12,927
STAFF FUNDING	12/06/2024	$13,897

Name and Address
(A)

SAN FRANCISCO CC LOCAL 2121

311 MIRAMAR AVE.
SAN FRANCISCO
CA
94112

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$123,818
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$123,818
STAFF FUNDING	01/17/2024	$6,546
STAFF FUNDING	01/17/2024	$7,965
STAFF FUNDING	01/17/2024	$6,775
STAFF FUNDING	01/17/2024	$7,679
STAFF FUNDING	01/26/2024	$7,816
STAFF FUNDING	01/26/2024	$7,920
STAFF FUNDING	03/25/2024	$7,854
STAFF FUNDING	04/30/2024	$8,032
STAFF FUNDING	05/31/2024	$8,120
STAFF FUNDING	05/31/2024	$8,032
STAFF FUNDING	06/30/2024	$9,961
STAFF FUNDING	08/30/2024	$8,233
STAFF FUNDING	08/30/2024	$8,281
STAFF FUNDING	08/30/2024	$6,738
STAFF FUNDING	10/31/2024	$7,344
STAFF FUNDING	10/31/2024	$6,522

Name and Address
(A)

SAN JOSE/EVERGREEN FACULTY ASSOC.

2100 MOORPARK AVE.
SAN JOSE
CA
95128

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$58,221
Total Non-Itemized Transactions with this Payee/Payer		$8,832
Total of All Transactions with this Payee/Payer for This Schedule		$67,053
STAFF FUNDING	01/17/2024	$5,748
STAFF FUNDING	01/19/2024	$5,419
STAFF FUNDING	01/29/2024	$5,420
STAFF FUNDING	02/26/2024	$5,836
STAFF FUNDING	03/25/2024	$5,807
STAFF FUNDING	06/05/2024	$5,960
STAFF FUNDING	07/16/2024	$6,081
STAFF FUNDING	08/05/2024	$6,169
STAFF FUNDING	09/03/2024	$6,147
STAFF FUNDING	12/06/2024	$5,634

Name and Address
(A)

SAN RAFAEL FEDERATION OF TEACHERS

320 NOVA ALBION WAY
SAN RAFAEL
CA
94903

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,658
Total of All Transactions with this Payee/Payer for This Schedule		$5,658

Name and Address
(A)

STATE CENTER COMMUNITY COLLEGE DISTRICT

1525 E. WELDON AVENUE
FRESNO
CA
93704

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$134,790
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$134,790
STAFF FUNDING	01/17/2024	$9,905
STAFF FUNDING	01/19/2024	$9,858
STAFF FUNDING	01/26/2024	$10,007
STAFF FUNDING	02/23/2024	$9,923
STAFF FUNDING	03/25/2024	$10,453
STAFF FUNDING	04/30/2024	$10,577
STAFF FUNDING	05/31/2024	$10,576
STAFF FUNDING	06/30/2024	$10,590
STAFF FUNDING	07/31/2024	$10,629
STAFF FUNDING	08/30/2024	$10,579
STAFF FUNDING	09/30/2024	$10,574
STAFF FUNDING	10/31/2024	$10,575
STAFF FUNDING	11/29/2024	$10,544

Name and Address
(A)

TAMALPAIS FED OF TEACHERS

395 DOHERTY DRIVE
LARKSPUR
CA
94939

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$18,017
Total of All Transactions with this Payee/Payer for This Schedule		$18,017

Name and Address
(A)

UNITED PROFESSORS OF MARIN
503

KENTFIELD
CA
94914

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,249
Total Non-Itemized Transactions with this Payee/Payer		$19,929
Total of All Transactions with this Payee/Payer for This Schedule		$26,178
STAFF FUNDING	02/26/2024	$6,249

Name and Address
(A)

UNIVERSITY COUNCIL AFT

11728 WILSHIRE BLVD.
LOS ANGELES
CA
90025

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$436,934
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$436,934
GRANT	01/19/2024	$10,722
GRANT	01/19/2024	$22,888
GRANT	01/29/2024	$8,835
GRANT	01/29/2024	$24,775
GRANT	02/26/2024	$9,127
GRANT	02/26/2024	$24,484
GRANT	03/25/2024	$8,686
GRANT	03/25/2024	$24,924
GRANT	05/08/2024	$17,866
GRANT	05/08/2024	$49,354
GRANT	06/05/2024	$8,270
GRANT	06/05/2024	$25,340
GRANT	07/16/2024	$8,484
GRANT	07/16/2024	$25,127
GRANT	08/05/2024	$8,379
GRANT	08/05/2024	$25,232
GRANT	09/03/2024	$8,656
GRANT	09/03/2024	$24,954
GRANT	10/02/2024	$9,008
GRANT	10/02/2024	$24,603
GRANT	12/06/2024	$21,054
GRANT	12/06/2024	$46,166

Name and Address
(A)

USF FACULTY ASSOC.

2130 FULTON ST.
SAN FRANCISCO
CA
94117

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$45,787
Total Non-Itemized Transactions with this Payee/Payer		$9,836
Total of All Transactions with this Payee/Payer for This Schedule		$55,623
STAFF FUNDING	01/17/2024	$5,094
STAFF FUNDING	01/19/2024	$5,094
STAFF FUNDING	02/22/2024	$5,094
STAFF FUNDING	02/22/2024	$5,094
STAFF FUNDING	03/25/2024	$5,094
STAFF FUNDING	03/25/2024	$5,094
STAFF FUNDING	04/30/2024	$5,094
STAFF FUNDING	06/30/2024	$5,094
STAFF FUNDING	07/31/2024	$5,035

Name and Address
(A)

VENTURA COUNTY FED. OF TEACHERS

816 CAMARILLO SPRINGS RD
CAMARILLO
CA
93012

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,334
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$6,334
STAFF FUNDING	01/17/2024	$6,334

Name and Address
(A)

WEST VALLEY-MISSION FEDERATION
2954

SARATOGA
CA
95070

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$47,059
Total Non-Itemized Transactions with this Payee/Payer		$14,979
Total of All Transactions with this Payee/Payer for This Schedule		$62,038
STAFF FUNDING	01/17/2024	$5,162
STAFF FUNDING	01/19/2024	$5,016
STAFF FUNDING	01/29/2024	$5,270
STAFF FUNDING	02/26/2024	$5,232
STAFF FUNDING	05/08/2024	$5,188
STAFF FUNDING	06/05/2024	$5,309
STAFF FUNDING	07/16/2024	$5,270
STAFF FUNDING	08/05/2024	$5,258
STAFF FUNDING	12/06/2024	$5,354

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

SCHEDULE 18 - GENERAL OVERHEAD

FILE NUMBER: 512-967

Name and Address
(A)

ADP, INC.
31001-1874

PASADENA
CA
91110

Type or Classification
(B)

PAYROLL PROCESSING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$7,768
Total of All Transactions with this Payee/Payer for This Schedule		$7,768

Name and Address
(A)

ALAMOM CONSULTING, INC.

7480 MIRAMAR RD STE 202
SAN DIEGO
CA
92126

Type or Classification
(B)

BUSINESS MANAGEMENT CONSULTING

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,500
Total Non-Itemized Transactions with this Payee/Payer		$1,770
Total of All Transactions with this Payee/Payer for This Schedule		$9,270
STAFF DEVELOPMENT	01/01/2024	$7,500

Name and Address
(A)

ALLIANCE GRAPHICS

1101 8TH ST. STE 100
BERKELEY
CA
94710

Type or Classification
(B)

PRINTING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$11,928
Total Non-Itemized Transactions with this Payee/Payer		$6,105
Total of All Transactions with this Payee/Payer for This Schedule		$18,033
PRINTING	06/28/2024	$5,369
PRINTING	07/01/2024	$6,559

Name and Address
(A)

AMAZON

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		$0
Total Non-Itemized Transactions with this Payee/Payer		$9,692
Total of All Transactions with this Payee/Payer for This Schedule		$9,692

Name and Address
(A)

APPLE INC.

1 APPLE PARK WAY
CUPERTINO
CA
95014

Type or Classification
(B)

ELECTRONICS STORE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,681
Total of All Transactions with this Payee/Payer for This Schedule		$5,681

Name and Address
(A)

APPLIED LEARNING SCIENCE

2249 QUEENSBERRY RD.
PASADENA
CA
91104

Type or Classification
(B)

CONSULTING SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$151,853
Total Non-Itemized Transactions with this Payee/Payer		$2,627
Total of All Transactions with this Payee/Payer for This Schedule		$154,480
CONSULTING SERVICES	01/04/2024	$12,000
CONSULTING SERVICES	01/12/2024	$12,000
CONSULTING SERVICES	01/26/2024	$12,000
CONSULTING SERVICES	03/05/2024	$15,000
CONSULTING SERVICES	03/29/2024	$13,000
CONSULTING SERVICES	04/26/2024	$13,000
CONSULTING SERVICES	05/31/2024	$13,000
CONSULTING SERVICES	06/28/2024	$13,853
CONSULTING SERVICES	07/24/2024	$12,000
CONSULTING SERVICES	08/29/2024	$12,000
CONSULTING SERVICES	09/27/2024	$12,000
CONSULTING SERVICES	10/30/2024	$12,000

Name and Address
(A)

AT&T

208 S. AKARD ST. STE 2954
DALLAS
TX
75202

Type or Classification
(B)

TELEPHONE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,417
Total of All Transactions with this Payee/Payer for This Schedule		$5,417

Name and Address
(A)

AT&T MOBILITY
6463

CAROL STREAM
IL
60197

Type or Classification
(B)

TELEPHONE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$27,319
Total of All Transactions with this Payee/Payer for This Schedule		$27,319

Name and Address
(A)

CAL NEWPORT MESA, LLC
C107
2900 BRISTOL STREET
COSTA MESA
CA
92626

Type or Classification
(B)

OFFICE LEASING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$59,400
Total of All Transactions with this Payee/Payer for This Schedule		$59,400

Name and Address
(A)

CBRE GLOBAL INVESTORS

601 S FIGUEROA ST, 49 FLR
LOS ANGELES
CA
90017

Type or Classification
(B)

OFFICE LEASING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$124,166
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$124,166
OFFICE LEASE	07/29/2024	$20,628
OFFICE LEASE	08/29/2024	$20,628
OFFICE LEASE	09/27/2024	$20,778
OFFICE LEASE	10/27/2024	$20,628
OFFICE LEASE	11/27/2024	$20,752
OFFICE LEASE	12/30/2024	$20,752

Name and Address
(A)

CFT BUILDING CORPORATION

SACRAMENTO
CA
95814

Type or Classification
(B)

BUILDING CORPORATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$1,550,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$1,550,000
TRANSFER	01/10/2024	$250,000
TRANSFER	02/21/2024	$200,000
TRANSFER	03/21/2024	$150,000
TRANSFER	05/02/2024	$125,000
TRANSFER	06/13/2024	$350,000
TRANSFER	08/26/2024	$475,000

Name and Address
(A)

CITY OF SACRAMENTO PARKING SERVICES

921 10TH STREET, RM 100
SACRAMENTO
CA
95814

Type or Classification
(B)

EMPLOYEE PARKING

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$17,200
Total of All Transactions with this Payee/Payer for This Schedule		$17,200

Name and Address
(A)

COMCAST
34744

SEATTLE
WA
98124

Type or Classification
(B)

TV CABLE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$13,120
Total of All Transactions with this Payee/Payer for This Schedule		$13,120

Name and Address
(A)

COMPASS RETIREMENT CONSULTING GROUP

118 PORTSMOUTH AVE, D201
STRATHAM
NH
03885

Type or Classification
(B)

CONSULTING FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,250
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$8,250
CONSULTING SERVICES	01/19/2024	$8,250

Name and Address
(A)

DIGITAL DEPLOYMENT

2321 P ST.
SACRAMENTO
CA
95816

Type or Classification
(B)

WEB DESIGN FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$10,000
Total of All Transactions with this Payee/Payer for This Schedule		$10,000

Name and Address
(A)

EMBURSE INC.

1701 N MARKET ST #330
DALLAS
TX
75202

Type or Classification
(B)

EXPENSE MANAGEMENT COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,276
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$7,276
EXPENSE TRACKING	01/01/2024	$7,276

Name and Address
(A)

EMC RESEARCH

436 14TH ST. STE 820
OAKLAND
CA
94612

Type or Classification
(B)

DATA ANALYTICS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$42,500
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$42,500
DATA ANALYTICS	04/30/2024	$42,500

Name and Address
(A)

GODADDY

2155 E. GODADDY WAY
TEMPE
AZ
85284

Type or Classification
(B)

DOMAIN HOST COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,845
Total of All Transactions with this Payee/Payer for This Schedule		$6,845

Name and Address
(A)

GOOGLE

1600 AMPITHEATRE PARKWAY
MOUNTAIN VIEW
CA
94043

Type or Classification
(B)

WEBSITE HOSTING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$19,933
Total of All Transactions with this Payee/Payer for This Schedule		$19,933

Name and Address
(A)

GREAT AMERICAN INSURANCE CO.

725 S FIGUEROA ST. #3400
LOS ANGELES
CA
90017

Type or Classification
(B)

INSURANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,640
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$7,640
INSURANCE	02/23/2024	$7,640

Name and Address
(A)

HARTFORD INSURANCE

690 ASYLUM AVE.
HARTFORD
CT
06155

Type or Classification
(B)

INSURANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$15,361
Total Non-Itemized Transactions with this Payee/Payer		$42,834
Total of All Transactions with this Payee/Payer for This Schedule		$58,195
WORKERS' COMP. INSURANCE PREMIUM	02/05/2024	$5,074
WORKERS' COMP. INSURANCE PREMIUM	03/05/2024	$5,106
WORKERS' COMP. INSURANCE PREMIUM	04/02/2024	$5,181

Name and Address
(A)

HATMAKER LAW GROUP

7522 N COLONIAL #105
FRESNO
CA
93711

Type or Classification
(B)

LAW FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$28,808
Total Non-Itemized Transactions with this Payee/Payer		$6,189
Total of All Transactions with this Payee/Payer for This Schedule		$34,997
CONSULTING SERVICES	08/30/2024	$28,808

Name and Address
(A)

HOLLYWOOD WAY SHG LLC

9255 W SUNSET BLVD. STE UPH
WEST HOLLYWOOD
CA
90069

Type or Classification
(B)

OFFICE LEASING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$205,079
Total Non-Itemized Transactions with this Payee/Payer		$695
Total of All Transactions with this Payee/Payer for This Schedule		$205,774
OFFICE LEASE	01/30/2024	$18,418
OFFICE LEASE	02/28/2024	$18,418
OFFICE LEASE	03/28/2024	$18,418
OFFICE LEASE	04/29/2024	$18,418
OFFICE LEASE	05/30/2024	$18,418
OFFICE LEASE	06/28/2024	$18,418
OFFICE LEASE	07/29/2024	$18,829
OFFICE LEASE	08/29/2024	$18,829
OFFICE LEASE	10/27/2024	$18,971
OFFICE LEASE	11/27/2024	$18,971
OFFICE LEASE	12/30/2024	$18,971

Name and Address
(A)

KERN COUNTY SUPT OF SCHOOLS

1300 17th STREET
BAKERSFIELD
CA
93301

Type or Classification
(B)

SCHOOL DISTRICT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,500
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$8,500
ELECTRONIC DATA	11/21/2024	$8,500

Name and Address
(A)

LEGION AVS

10255 OLD PLACERVILLE RD 3
SACRAMENTO
CA
95824

Type or Classification
(B)

EVENT MANAGEMENT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,670
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$7,670
EVENT SERVICES	05/24/2024	$7,670

Name and Address
(A)

MARSH & MCLENNAN AGENCY LLC

1166 AVENUE OF THE AMERICAS
NEW YORK
NY
10036

Type or Classification
(B)

RETIREMENT PLAN CONSULTANTS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,732
Total of All Transactions with this Payee/Payer for This Schedule		$5,732

Name and Address
(A)

MILLER KAPLAN ARASE LLP

3900 W. ALAMEDA AVE, 2400
BURBANK
CA
91505

Type or Classification
(B)

ACCOUNTING FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$139,500
Total Non-Itemized Transactions with this Payee/Payer		$4,940
Total of All Transactions with this Payee/Payer for This Schedule		$144,440
AUDITS AND INFORMATION RETURNS	02/29/2024	$46,840
AUDITS AND INFORMATION RETURNS	04/30/2024	$38,900
AUDITS AND INFORMATION RETURNS	05/31/2024	$29,800
AUDITS AND INFORMATION RETURNS	06/30/2024	$5,800
AUDITS AND INFORMATION RETURNS	08/31/2024	$12,000
AUDITS AND INFORMATION RETURNS	11/30/2024	$6,160

Name and Address
(A)

MOTHER LODE VAN AND STORAGE

333 UNIVERSITY AVENUE, #200
SACRAMENTO
CA
95825

Type or Classification
(B)

MOVING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,169
Total of All Transactions with this Payee/Payer for This Schedule		$6,169

Name and Address
(A)

PAC WEST OFFICE EQUITIES LP

555 CAPITOL MALL #900
SACRAMENTO
CA
95814

Type or Classification
(B)

OFFICE LEASING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$126,064
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$126,064
OFFICE LEASE	01/30/2024	$10,502
OFFICE LEASE	02/28/2024	$10,502
OFFICE LEASE	03/28/2024	$10,502
OFFICE LEASE	04/29/2024	$10,502
OFFICE LEASE	05/30/2024	$10,502
OFFICE LEASE	06/28/2024	$10,502
OFFICE LEASE	07/29/2024	$9,982
OFFICE LEASE	08/29/2024	$9,982
OFFICE LEASE	09/27/2024	$10,767
OFFICE LEASE	10/27/2024	$10,766
OFFICE LEASE	11/27/2024	$10,766
OFFICE LEASE	12/30/2024	$10,789

Name and Address
(A)

PASCHAL ROTH PUBLIC AFFAIRS

2710 X ST.
SACRAMENTO
CA
95818

Type or Classification
(B)

PUBLIC RELATIONS FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$92,863
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$92,863
PUBLIC RELATIONS	01/01/2024	$8,333
PUBLIC RELATIONS	02/01/2024	$8,333
PUBLIC RELATIONS	03/01/2024	$8,333
PUBLIC RELATIONS	04/01/2024	$9,533
PUBLIC RELATIONS	05/01/2024	$8,333
PUBLIC RELATIONS	06/01/2024	$8,333
PUBLIC RELATIONS	07/01/2024	$8,333
PUBLIC RELATIONS	08/01/2024	$8,333
PUBLIC RELATIONS	09/01/2024	$8,333
PUBLIC RELATIONS	09/30/2024	$8,333
PUBLIC RELATIONS	11/26/2024	$8,333

Name and Address
(A)

PENSION BENEFIT GUARANTY CORP.
979120

ST. LOUIS
MN
63197

Type or Classification
(B)

US GOVERNMENT AGENCY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,676
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$7,676
RETIREMENT PLAN FEES	10/04/2024	$7,676

Name and Address
(A)

PITNEY BOWES BANK INC.

215 S. STATE STREE #320
SALT LAKE CITY
UT
84111

Type or Classification
(B)

FINANCIAL INSTITUTION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,668
Total of All Transactions with this Payee/Payer for This Schedule		$5,668

Name and Address
(A)

PITNEY BOWES G.F.
856460

LOUISVILLE
KY
40285

Type or Classification
(B)

EQUIPMENT LEASING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$14,479
Total of All Transactions with this Payee/Payer for This Schedule		$14,479

Name and Address
(A)

PROVIDENCE RETIREMENT SOLUTIONS

6320 CANOGA AVE SUITE 600
WOODLAND HILLS
CA
91367

Type or Classification
(B)

RETIREMENT PLAN CONSULTANTS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$32,463
Total Non-Itemized Transactions with this Payee/Payer		$7,191
Total of All Transactions with this Payee/Payer for This Schedule		$39,654
RETIREMENT PLAN FEES	02/23/2024	$18,998
RETIREMENT PLAN FEES	06/01/2024	$13,465

Name and Address
(A)

RIVERPARK GATEWAY, LTD

2841 N. VENTURA RD.
OXNARD
CA
93036

Type or Classification
(B)

OFFICE LEASING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$39,381
Total of All Transactions with this Payee/Payer for This Schedule		$39,381

Name and Address
(A)

ROTH STAFFING COMPANIES, L.P.

515 FLOWER STREET
LOS ANGELES
CA
90071

Type or Classification
(B)

STAFF AGENCY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$8,041
Total of All Transactions with this Payee/Payer for This Schedule		$8,041

Name and Address
(A)

STAPLES ADVANTAGE

500 STAPLES DR
FRAMINGHAM
MA
01702

Type or Classification
(B)

OFFICE SUPPLY COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$8,983
Total of All Transactions with this Payee/Payer for This Schedule		$8,983

Name and Address
(A)

SUMMIT RISER SYSTEMS

15235 ALTON PKWY
IRVINE
CA
92618

Type or Classification
(B)

TELECOMMUNICATIONS SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,636
Total Non-Itemized Transactions with this Payee/Payer		$1,940
Total of All Transactions with this Payee/Payer for This Schedule		$12,576
TELECOMUNICATIONS	02/02/2024	$10,636

Name and Address
(A)

TPMD, LLC

316 CALIFORNIA AVE., #350
RENO
NV
89509

Type or Classification
(B)

OFFICE LEASING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$32,500
Total of All Transactions with this Payee/Payer for This Schedule		$32,500

Name and Address
(A)

TPX COMMUNICATIONS

515 S. FLOWER ST.
LOS ANGELES
CA
90071

Type or Classification
(B)

TELEPHONE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$37,330
Total of All Transactions with this Payee/Payer for This Schedule		$37,330

Name and Address
(A)

U.S. BANK EQUIPMENT FINANCE

1101 CALIFORNIA AVE #100
CORONA
CA
92881

Type or Classification
(B)

EQUIPMENT LEASING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$10,068
Total of All Transactions with this Payee/Payer for This Schedule		$10,068

Name and Address
(A)

UNITED PARCEL SERVICE
894820

LOS ANGELES
CA
90189

Type or Classification
(B)

SHIPPING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$7,099
Total of All Transactions with this Payee/Payer for This Schedule		$7,099

Name and Address
(A)

VISUAL EDGE IT, INC.

3874 HIGHLAND PARK
NORTH CANTON
OH
44720

Type or Classification
(B)

INFORMATION TECHNOLOGY COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$13,492
Total of All Transactions with this Payee/Payer for This Schedule		$13,492

Name and Address
(A)

WILLIAM A. PRITCHETT

5150 BOBCAT COURT
WOODBRIDGE
VA
22193

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$15,183
Total Non-Itemized Transactions with this Payee/Payer		$2,475
Total of All Transactions with this Payee/Payer for This Schedule		$17,658
CONSULTING SERVICES	05/15/2024	$7,227
CONSULTING SERVICES	05/15/2024	$7,956

Name and Address
(A)

XEROX FINANCIAL SERVICES

800 LONG RIDGE RD
STAMFORD
CT
06904

Type or Classification
(B)

EQUIPMENT LEASING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$25,544
Total of All Transactions with this Payee/Payer for This Schedule		$25,544

Name and Address
(A)

ZOOM

55 ALMADEN BLVD
SAN JOSE
CA
95113

Type or Classification
(B)

VIDEO CONFERENCE HOST

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,409
Total of All Transactions with this Payee/Payer for This Schedule		$5,409

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

SCHEDULE 19 - UNION ADMINISTRATION

FILE NUMBER: 512-967

Name and Address
(A)

ADAN LUEVANO

1809 3RD ST. #A
ALAMEDA
CA
94501

Type or Classification
(B)

UESF OFFICER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,041
Total of All Transactions with this Payee/Payer for This Schedule		$5,041

Name and Address
(A)

AFT GUILD, LOCAL 1931

3737 CAMINO DEL RIO S. #410
SAN DIEGO
CA
92108

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$18,582
Total Non-Itemized Transactions with this Payee/Payer		$8,631
Total of All Transactions with this Payee/Payer for This Schedule		$27,213
GOVERNANCE MEETING	07/11/2024	$9,962
GOVERNANCE MEETING	09/05/2024	$8,620

Name and Address
(A)

ALLIANCE GRAPHICS

1101 8TH ST. STE 100
BERKELEY
CA
94710

Type or Classification
(B)

PRINTING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$13,925
Total Non-Itemized Transactions with this Payee/Payer		$6,295
Total of All Transactions with this Payee/Payer for This Schedule		$20,220
LEADERSHIP CONFERENCE PRINTING EXPENSE	03/05/2024	$5,603
CCE CONFERENCE PRINTING EXPENSE	11/07/2024	$8,322

Name and Address
(A)

ARAMARK ASILOMAR RESORT

800 ASILOMAR AVE
PACIFIC GROVE
CA
93950

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$9,445
Total Non-Itemized Transactions with this Payee/Payer		$43
Total of All Transactions with this Payee/Payer for This Schedule		$9,488
CONFERENCE LODGING	07/24/2024	$9,445

Name and Address
(A)

ARAMARK SPORTS AND ENTERTAINMENT LLC

2400 MARKET ST
PHILADELPHIA
PA
19103

Type or Classification
(B)

EVENT COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$55,167
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$55,167
SUMMER SCHOOL CONFERENCE	06/14/2024	$55,167

Name and Address
(A)

ASILOMAR CONFERENCE GROUNDS

800 ASILOMAR AVE
PACIFIC GROVE
CA
93950

Type or Classification
(B)

CONFERENCE CENTER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$151,031
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$151,031
SUMMER SCHOOL CONFERENCE	04/03/2024	$75,516
SUMMER SCHOOL CONFERENCE	05/04/2024	$75,515

Name and Address
(A)

ELEMENT ANAHEIM RESORT

1600 S CLEMENTINE ST
ANAHEIM
CA
92802

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$9,637
Total of All Transactions with this Payee/Payer for This Schedule		$9,637

Name and Address
(A)

HILTON IRVINE/ORANGE COUNTY AIRPORT

18800 MACARTHUR BLVD
IRVINE
CA
92612

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$36,883
Total Non-Itemized Transactions with this Payee/Payer		$6,000
Total of All Transactions with this Payee/Payer for This Schedule		$42,883
CONFERENCE LODGING	10/15/2024	$36,883

Name and Address
(A)

HILTON ORANGE COUNTY/COSTA MESA

3050 BRISTOL ST
COSTA MESA
CA
92626

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$13,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$13,000
CONFERENCE LODGING	03/18/2024	$13,000

Name and Address
(A)

JANET EBERHARDT

2310 MASON STREET
SAN FRANCISCO
CA
94133

Type or Classification
(B)

CCE OFFICER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$7,800
Total of All Transactions with this Payee/Payer for This Schedule		$7,800

Name and Address
(A)

KWOK-TAI CHANG

561 MATTERHORN DR.
WALNUT CREEK
CA
94598

Type or Classification
(B)

USF OFFICER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,500
Total Non-Itemized Transactions with this Payee/Payer		$1,364
Total of All Transactions with this Payee/Payer for This Schedule		$8,864
OFFICER RELEASE TIME	11/01/2024	$7,500

Name and Address
(A)

LAWNDALE ELEMENTARY SCHOOL DISTRICT

4161 WEST 147TH STREET
LAWNDALE
CA
90260

Type or Classification
(B)

SCHOOL DISTRICT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$122,630
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$122,630
CCE PRESIDENT RELEASE TIME	01/29/2024	$29,026
CCE PRESIDENT RELEASE TIME	05/20/2024	$29,418
CCE PRESIDENT RELEASE TIME	07/16/2024	$33,771
CCE PRESIDENT RELEASE TIME	11/06/2024	$30,415

Name and Address
(A)

LOCKED BARRELL / KJ LLC

921 11TH SY
SACRAMENTO
CA
95814

Type or Classification
(B)

RESTAURANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$12,287
Total Non-Itemized Transactions with this Payee/Payer		$1,598
Total of All Transactions with this Payee/Payer for This Schedule		$13,885
CATERING	03/04/2024	$12,287

Name and Address
(A)

LOS ANGELES UNIFIED SCHOOL DISTRICT

333 SOUTH BEAUDRY AVE
LOS ANGELES
CA
90017

Type or Classification
(B)

SCHOOL DISTRICT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$143,881
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$143,881
EC OFFICERS RELEASE TIME	02/10/2024	$12,888
EC OFFICERS RELEASE TIME	02/23/2024	$12,418
EC OFFICERS RELEASE TIME	03/18/2024	$12,887
EC OFFICERS RELEASE TIME	04/22/2024	$12,887
EC OFFICERS RELEASE TIME	05/15/2024	$12,887
EC OFFICERS RELEASE TIME	06/14/2024	$12,887
EC OFFICERS RELEASE TIME	07/16/2024	$12,887
EC OFFICERS RELEASE TIME	08/15/2024	$13,535
EC OFFICERS RELEASE TIME	10/22/2024	$13,535
EC OFFICERS RELEASE TIME	11/20/2024	$13,535
EC OFFICERS RELEASE TIME	12/19/2024	$13,535

Name and Address
(A)

LUUKIA SMITH

3746 CEDAR AVE.
LONG BEACH
CA
90807

Type or Classification
(B)

CONSULTANT, FORMER CFT SEC. TREAS.

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$43,750
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$43,750
CONSULTING SERVICES	02/25/2024	$6,250
CONSULTING SERVICES	02/25/2024	$6,250
CONSULTING SERVICES	02/27/2024	$6,250
CONSULTING SERVICES	07/25/2024	$6,250
CONSULTING SERVICES	07/25/2024	$6,250
CONSULTING SERVICES	07/25/2024	$6,250
CONSULTING SERVICES	07/25/2024	$6,250

Name and Address
(A)

MARCELA CHAGOYA

1255 DORNER DR.
MONTEREY PARK
CA
91754

Type or Classification
(B)

UTLA OFFICER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,767
Total of All Transactions with this Payee/Payer for This Schedule		$5,767

Name and Address
(A)

MARRIOTT BURBANK AIRPORT

2500 N HOLLYWOOD BLVD
BURBANK
CA
91505

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$11,428
Total Non-Itemized Transactions with this Payee/Payer		$12,281
Total of All Transactions with this Payee/Payer for This Schedule		$23,709
LODGING	10/25/2024	$11,428

Name and Address
(A)

MARRIOTT MARQUIS HOUSTON

1777 WALKER ST
HOUSTON
TX
77010

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$32,887
Total Non-Itemized Transactions with this Payee/Payer		$502
Total of All Transactions with this Payee/Payer for This Schedule		$33,389
LODGING	07/15/2024	$24,741
LODGING	07/17/2024	$8,146

Name and Address
(A)

MENDOCINO FARMS

1610 R ST. SUITE 125
SACRAMENTO
CA
95811

Type or Classification
(B)

CATERERS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,546
Total Non-Itemized Transactions with this Payee/Payer		$4,362
Total of All Transactions with this Payee/Payer for This Schedule		$10,908
CATERING	05/23/2024	$6,546

Name and Address
(A)

NELSON MEDIA SYSTEMS

BURBANK
CA
91505

Type or Classification
(B)

VIDEO PROD., ZOOM ADM SUPPORT, & GRAPHIC DESIGNERS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,071
Total Non-Itemized Transactions with this Payee/Payer		$1,690
Total of All Transactions with this Payee/Payer for This Schedule		$6,761
CFT CONVENTION EXPENSE	03/18/2024	$5,071

Name and Address
(A)

PATTI SERAFIN

1976 PRESCOTT COURT
VISTA
CA
92081

Type or Classification
(B)

CCE OFFICER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$8,619
Total of All Transactions with this Payee/Payer for This Schedule		$8,619

Name and Address
(A)

REBECCA GORDON

269 BARTLETT ST
SAN FRANCISCO
CA
94110

Type or Classification
(B)

USF OFFICER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$20,000
Total Non-Itemized Transactions with this Payee/Payer		$2,100
Total of All Transactions with this Payee/Payer for This Schedule		$22,100
OFFICER RELEASE TIME	01/04/2024	$5,000
OFFICER RELEASE TIME	03/31/2024	$5,000
OFFICER RELEASE TIME	07/01/2024	$5,000
OFFICER RELEASE TIME	10/01/2024	$5,000

Name and Address
(A)

REGINA CHAGOLLA

1432 UNIVERSITY AVE.
BERKELEY
CA
94702

Type or Classification
(B)

BERKELEY FED. OF TEACHERS COMMITTEE OFFICER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$7,147
Total of All Transactions with this Payee/Payer for This Schedule		$7,147

Name and Address
(A)

RENAISSANCE PALM SPRINGS

888 E TAHQUITZ CANYON WAY
PALM SPRINGS
CA
92262

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,983
Total Non-Itemized Transactions with this Payee/Payer		$689
Total of All Transactions with this Payee/Payer for This Schedule		$8,672
LODGING	02/19/2024	$7,983

Name and Address
(A)

SALINAS VALLEY FED OF TEA

21 W. LAUREL DR.
SALINAS
CA
93906

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$175,682
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$175,682
OFFICERS RELEASE TIME	01/04/2024	$40,703
OFFICERS RELEASE TIME	04/02/2024	$40,703
OFFICERS RELEASE TIME	07/01/2024	$40,703
OFFICERS RELEASE TIME	07/15/2024	$10,017
OFFICERS RELEASE TIME	10/04/2024	$43,556

Name and Address
(A)

SHERATON GATEWAY LOS ANGELES

6101 W CENTURY BLVD.
LOS ANGELES
CA
90045

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$22,714
Total Non-Itemized Transactions with this Payee/Payer		$2,691
Total of All Transactions with this Payee/Payer for This Schedule		$25,405
CONFERENCE LODGING	09/06/2024	$13,512
CONFERENCE LODGING	09/27/2024	$9,202

Name and Address
(A)

SHERATON GRAND SACRAMENTO HOTEL

1230 J ST.
SACRAMENTO
CA
95814

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$114,992
Total Non-Itemized Transactions with this Payee/Payer		$6,849
Total of All Transactions with this Payee/Payer for This Schedule		$121,841
LODGING	01/15/2024	$7,338
LODGING	03/07/2024	$24,547
LODGING	03/11/2024	$77,914
LODGING	04/08/2024	$5,193

Name and Address
(A)

SHERATON SAN DIEGO

1380 HARBOR ISLAND DR
SAN DIEGO
CA
92101

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$7,009
Total of All Transactions with this Payee/Payer for This Schedule		$7,009

Name and Address
(A)

SOUTHWEST AIRLINES

2702 LOVE FIELD DR.
DALLAS
TX
75235

Type or Classification
(B)

AIRLINE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$141,582
Total of All Transactions with this Payee/Payer for This Schedule		$141,582

Name and Address
(A)

STATE CTR COMM COLL. DISTR

1171 FULTON ST.
FRESNO
CA
93721

Type or Classification
(B)

SCHOOL DISTRICT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$148,855
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$148,855
EC OFFICERS RELEASE TIME	01/05/2024	$12,350
EC OFFICERS RELEASE TIME	02/01/2024	$12,350
EC OFFICERS RELEASE TIME	03/01/2024	$12,350
EC OFFICERS RELEASE TIME	04/01/2024	$12,350
EC OFFICERS RELEASE TIME	05/01/2024	$12,350
EC OFFICERS RELEASE TIME	06/01/2024	$12,351
EC OFFICERS RELEASE TIME	07/01/2024	$12,351
EC OFFICERS RELEASE TIME	09/01/2024	$37,441
EC OFFICERS RELEASE TIME	11/06/2024	$12,481
EC OFFICERS RELEASE TIME	12/06/2024	$12,481

Name and Address
(A)

TANYA GOLDEN

2425 FRENCH ST.
SANTA ANA
CA
92706

Type or Classification
(B)

ECTK-12 OFFICER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,349
Total of All Transactions with this Payee/Payer for This Schedule		$6,349

Name and Address
(A)

THE CITIZEN MARRIOTT

926 J ST.
SACRAMENTO
CA
95814

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$10,281
Total of All Transactions with this Payee/Payer for This Schedule		$10,281

Name and Address
(A)

THE GROVE

1611 LAMAR ST
HOUSTON
TX
77010

Type or Classification
(B)

RESTAURANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$17,323
Total Non-Itemized Transactions with this Payee/Payer		$300
Total of All Transactions with this Payee/Payer for This Schedule		$17,623
CATERING	07/26/2024	$17,323

Name and Address
(A)

THE WESTIN SAN DIEGO GASLAMP QUARTER

910 BROADWAY CIR.
SAN DIEGO
CA
92101

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$70,088
Total Non-Itemized Transactions with this Payee/Payer		$5,751
Total of All Transactions with this Payee/Payer for This Schedule		$75,839
PREPAID CONFERENCE LODGING	02/10/2024	$25,000
CONFERENCE LODGING	08/15/2024	$45,088

Name and Address
(A)

TINA SOLORZANO-FLETCHER

7862 CAMINO RAPOSA
SAN DIEGO
CA
92122

Type or Classification
(B)

DIVISION COUNCIL OFFICER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$10,074
Total of All Transactions with this Payee/Payer for This Schedule		$10,074

Name and Address
(A)

UNITED AIRLINES

609 MAIN ST
HOUSTON
TX
77002

Type or Classification
(B)

AIRLINE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$7,332
Total of All Transactions with this Payee/Payer for This Schedule		$7,332

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

SCHEDULE 20 - BENEFITS

FILE NUMBER: 512-967

Description (A)	To Whom Paid (B)	Amount (C)
Total of all lines above (Total will be automatically entered in Item 55.)		$2,788,842
STAFF AND CLERICAL HEALTH SAVINGS	AMERICAN FIDELITY ASSURANCE CO.	$26,329
EMPLOYEES LIFE INSURANCE	GUARDIAN LIFE INSURANCE	$34,107
CLERICAL EMPLOYEES POSTRETIREMENT BENEFITS	OFFICE & PROF. EMPLOYEES LOCALS 30 & 537	$186,891
CLERICAL EMPLOYEES POSTRETIREMENT BENEFITS	FREMONT BANK OPE29	$196,175
STAFF DEFINED BENEFIT PLAN	PRINCIPAL FINANCIAL GROUP	$1,284,490
POST EMPLOYMENT AND OTHER BENEFTIS	RETIRED FORMER EMPLOYEES	$84,234
CLERICAL EMPLOYEES RETIREMENT PLAN	WESTERN STATES OFFICE & PROF.	$75,945
HEALTH AND WELFARE	CALIFORNIA SCHOOLS VEBA	$814,232
RETIREMENT BENEFITS	WESTERN STATES TRUST FUND	$35,671
MANAGEMENT BENEFITS	STATE CENTER COMM COLL. DISTRICT	$50,768

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

69. ADDITIONAL INFORMATION SUMMARY

FILE NUMBER: 512-967

Question 10: THE CALIFORNIA FEDERATION OF TEACHERS "THE CFT" ESTABLISHED A DISASTER RELIEF FUND "THE FUND". THE FUND ASSISTS MEMBERS, STAFF, AND OTHER UNION ACTIVISTS WHO HAVE BEEN IMPACTED BY DISASTERS. IT IS BEING FUNDED THROUGH DONATIONS FROM THE CFT'S AFFILIATES, EMPLOYEES, AND OTHERS. THE DISASTER RELIEF FUND'S ACCOUNT BALANCES AND TRANSACTIONS HAVE BEEN EXCLUDED FROM THIS REPORT. DURING 2022, THE CFT FORMED THE CFT BUILDING CORPORATION, EIN 88-3868025. THE CFT BUILDING CORPORATION IS A CALIFORNIA NOT-FOR-PROFIT MUTUAL BENEFIT CORPORATION, FORMED FOR THE PURPOSE OF HOLDING TITLE TO THE BUILDING; THE CFT IS THE SOLE MEMBER AND OWNER OF THE BUILDING CORPORATION. THE BUILDING CORPORATION'S ACCOUNT BALANCES AND TRANSACTIONS HAVE BEEN EXCLUDED FROM THIS REPORT

Question 11(a): : : : : : : : THE CALIFORNIA FEDERATION OF TEACHERS COPE PROP/BALLOT COMMITTEE, ID NUMBER 1240104. THE CFT HAS ESTABLISHED THIS COMMITTEE FOR THE PURPOSE OF SUPPORTING STATE AND LOCAL BALLOT INITIATIVES WHICH THE CFT BELIEVES FURTHER THE GOALS OF EDUCATION AND STUDENTS. MANAGEMENT OF THE CFT HAS ELECTED TO INCLUDE THE COMMITTEE'S ACTIVITY IN THIS REPORT. IT FILES RECIPIENT COMMITTEE CAMPAIGN STATEMENTS WITH THE FOLLOWING AGENCY: SECRETARY OF STATE-POLITICAL REFORM DIVISION. CALIFORNIA FEDERATION OF TEACHERS COPE, ID NUMBER 741857. THE CFT HAS ESTABLISHED THIS COMMITTEE FOR THE PURPOSE OF SUPPORTING STATE AND LOCAL CANDIDATES RUNNING FOR PUBLIC OFFICE WHO FURTHER THE GOALS OF THE CFT AND ITS MEMBERSHIP. MANAGEMENT OF THE CFT HAS ELECTED TO EXCLUDE THE COMMITTEE'S ACTIVITY FROM THIS REPORT. IT FILES RECIPIENT COMMITTEE CAMPAIGN STATEMENTS WITH THE FOLLOWING AGENCY: SECRETARY OF STATE POLITICAL REFORM DIVISION.

Question 12: ANNUAL AUDIT OF FINANCIAL STATEMENTS WILL BE PERFORMED BY MILLER KAPLAN ARASE LLP. 3900 WEST ALAMEDA AVENUE. 24TH FLOOR, BURBANK CA 91505

Schedule 9, Row1:

Schedule 9, Row1::

Schedule 13, Row1:

Schedule 13, Row1:::MEMBERS BELONG TO LOCAL UNIONS AFFILIATED WITH THE CFT. WHERE THERE IS NO LOCAL UNION, THEY ARE "MEMBERS AT LARGE". EACH LOCAL UNION PAYS PER CAPITA TAX ON ITS MEMBERSHIP TO THE CFT.

Schedule 13, Row1:

Schedule 13, Row1::::MEMBERS BELONG TO LOCAL UNIONS AFFILIATED WITH THE CFT. WHERE THERE IS NO LOCAL UNION, THEY ARE "MEMBERS AT LARGE". EACH LOCAL UNION PAYS PER CAPITA TAX ON ITS MEMBERSHIP TO THE CFT.SCHEDULE 6, LINE E, OTHER FIXED ASSETS AND SCHEDULE 10, LINE 6, LEASE LIABILITY: IN ACCOUNTING FOR LEASES, THE CFT ADOPTED ASC 842 LEASES, WHICH REQUIRES A LESEE TO RECORD A RIGHT-OF-USE ASSET AND A CORRESPONDING LEASE LIABILITY. DURING 2024, THE CFT RECORDED A TOTAL OF $2,133,091 OF LEASED OFFICE AND OFFICE EQUIPMENT TO OTHER FIXED ASSET AND ITS CORRESPONDING LEASE LIABILITY IN THE AMOUNT OF $1,504,245 NET OF ACCUMULATED AMORTIZATION EXPENSE IN THE AMOUNT OF $651,905.



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