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
041-192
2.
PERIOD COVERED
From
01/01/2024
Through
12/31/2024
3.
(a) AMENDED - Is this an amended report:
Yes
(b) HARDSHIP - Filed under the hardship procedures:
No
(c) TERMINAL - This
is a terminal report:
No
4. AFFILIATION OR ORGANIZATION NAME
ELECTRICAL WORKERS IBEW AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
6. DESIGNATION NBR
584
7. UNIT NAME (if any)
8. MAILING ADDRESS (Type or print in capital
letters)
First Name
DUSTIN
Last Name
PHELAN
P.O Box - Building and Room Number
Number and Street
584 SOUTH LEWIS
City
TULSA
State
OK
ZIP Code + 4
74104
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:
Joseph D Burnside
PRESIDENT
71. SIGNED:
Marshall E Lord
TREASURER
Date:
Jul 11, 2025
Telephone
Number:
918-706-1655
Date:
Jul 11, 2025
Telephone
Number:
918-282-3296
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21
FILE NUMBER:
041-192
10. During the reporting period did the labor
organization create or participate in the administration of
a trust or a fund or organization, as defined in the
instructions, which provides benefits for members or
beneficiaries?
Yes
11(a). During the reporting period did the
labor organization have a political action committee (PAC)
fund?
Yes
11(b). During the reporting period did the
labor organization have a subsidiary organization as
defined in Section X of these Instructions?
No
12. During the reporting period did the labor
organization have an audit or review of its books and
records by an outside accountant or by a parent body
auditor/representative?
Yes
13. During the reporting period did the labor
organization discover any loss or shortage of funds or
other assets? (Answer "Yes" even if there has
been repayment or recovery.)
No
14. What is the maximum amount recoverable
under the labor organization's fidelity bond for a
loss caused by any officer, employee or agent of the labor
organization who handled union funds?
$500,000
15. During the reporting period did the labor
organization acquire or dispose of any assets in a manner
other than purchase or sale?
Yes
16. Were any of the labor organization's
assets pledged as security or encumbered in any way at the
end of the reporting period?
No
17. Did the labor organization have any
contingent liabilities at the end of the reporting period?
No
18. During the reporting period did the labor
organization have any changes in its constitution or
bylaws, other than rates of dues and fees, or in
practices/procedures listed in the instructions?
No
19. What is the date of the labor
organization's next regular election of officers?
06/2026
20. How many members did the labor organization
have at the end of the reporting period?
503
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
N/A
per
MONTH
22
48
(b) Working Dues/Fees
N/A
per
GROSS WAGES
1.5%
5%
(c) Initiation Fees
N/A
per
N/A
0
100
(d) Transfer Fees
N/A
per
N/A
N/A
N/A
(e) Work Permits
N/A
per
N/A
N/A
N/A
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS
AND LIABILITIES
FILE NUMBER:
041-192
ASSETS
ASSETS
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash
$629,209
$280,725
23. Accounts Receivable
1
$0
$0
24. Loans Receivable
2
$15,232
$13,833
25. U.S. Treasury
Securities
$0
$0
26. Investments
5
$843,525
$658,175
27. Fixed Assets
6
$871,187
$1,096,241
28. Other Assets
7
$0
$0
29.
TOTAL ASSETS
$2,359,153
$2,048,974
LIABILITIES
LIABILITIES
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable
8
$0
$0
31. Loans Payable
9
$0
$0
32. Mortgages Payable
$0
$0
33. Other Liabilities
10
$23,935
$32,266
34. TOTAL
LIABILITIES
$23,935
$32,266
35. NET
ASSETS
$2,335,218
$2,016,708
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B -
RECEIPTS AND DISBURSEMENTS
FILE NUMBER:
041-192
CASH
RECEIPTS
SCH
AMOUNT
36. Dues and Agency Fees
$984,075
37. Per Capita Tax
$0
38. Fees, Fines,
Assessments, Work Permits
$1,497
39. Sale of Supplies
$7,349
40. Interest
$117
41. Dividends
$0
42. Rents
$14,400
43. Sale of Investments
and Fixed Assets
3
$211,945
44. Loans Obtained
9
$0
45. Repayments of Loans
Made
2
$1,899
46. On Behalf of
Affiliates for Transmittal to Them
$724,220
47. From Members for
Disbursement on Their Behalf
$0
48. Other Receipts
14
$1,800
49. TOTAL RECEIPTS
$1,947,302
CASH DISBURSEMENTS
SCH
AMOUNT
50.
Representational Activities
15
$122,608
51.
Political Activities and Lobbying
16
$57,500
52.
Contributions, Gifts, and Grants
17
$17,515
53. General
Overhead
18
$269,123
54. Union
Administration
19
$575,784
55. Benefits
20
$174,653
56. Per
Capita Tax
$13,555
57. Strike
Benefits
$0
58. Fees,
Fines, Assessments, etc.
$3,085
59. Supplies
for Resale
$14,355
60. Purchase
of Investments and Fixed Assets
4
$282,681
61. Loans
Made
2
$500
62.
Repayment of Loans Obtained
9
$0
63. To
Affiliates of Funds Collected on Their Behalf
$725,664
64. On
Behalf of Individual Members
$0
65. Direct
Taxes
$48,517
66. Subtotal
$2,305,540
67.
Withholding Taxes and Payroll Deductions
67a. Total
Withheld
$183,230
67b. Less Total
Disbursed
$173,476
67c.
Total Withheld But Not Disbursed
$9,754
68.
TOTAL DISBURSEMENTS
$2,295,786
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS
RECEIVABLE AGING SCHEDULE
FILE NUMBER:
041-192
Entity or Individual Name
(A)
Total Account Receivable
(B)
90-180 Days
Past Due
(C)
180+ Days
Past Due
(D)
Liquidated Account
Receivable
(E)
Total of all itemized
accounts receivable
$0
$0
$0
$0
Totals from all other
accounts receivable
Totals
(Total of Column (B) will be automatically entered in Item
23, Column(B))
$0
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS
RECEIVABLE
FILE NUMBER:
041-192
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
$3,932
$1,399
$2,533
Total of all lines
above
$15,232
$500
$1,899
$0
$13,833
Totals will be
automatically entered in...
Item 24
Column (A)
Item 61
Item 45
Item 69
with Explanation
Item 24
Column (B)
Name:
SAM FLANAGAN
Purpose:
MEMBER RELIEF
Security:
UNSECURED
Terms of Repayment:
ONE YEAR
$500
$0
$0
$0
$500
Name:
MICHAEL DENBY
Purpose:
MEMBER RELIEF
Security:
UNSECURED
Terms of Repayment:
ONE YEAR
$500
$0
$0
$0
$500
Name:
IAN SCHROEDER
Purpose:
MEMBER RELIEF
Security:
UNSECURED
Terms of Repayment:
ONE YEAR
$300
$0
$0
$0
$300
Name:
CHRIS ALLEN
Purpose:
MEMBER RELIEF
Security:
UNSECURED
Terms of Repayment:
ONE YEAR
$500
$0
$0
$0
$500
Name:
MICHAEL MAXWELL
Purpose:
MEMBER RELIEF
Security:
UNSECURED
Terms of Repayment:
ONE YEAR
$500
$0
$0
$0
$500
Name:
CHRIS MUSKRAT
Purpose:
MEMBER RELIEF
Security:
UNSECURED
Terms of Repayment:
ONE YEAR
$500
$0
$0
$0
$500
Name:
CHRIS MCCOY
Purpose:
MEMBER RELIEF
Security:
UNSECURED
Terms of Repayment:
ONE YEAR
$100
$0
$0
$0
$100
Name:
CHRIS ARENA
Purpose:
MEMBER RELIEF
Security:
UNSECURED
Terms of Repayment:
ONE YEAR
$500
$0
$0
$0
$500
Name:
YUSUF MUHAMMAD
Purpose:
MEMBER RELIEF
Security:
UNSECURED
Terms of Repayment:
ONE YEAR
$450
$0
$0
$0
$450
Name:
RICHARD A CAMPBELL
Purpose:
MEMBER RELIEF
Security:
UNSECURED
Terms of Repayment:
ONE YEAR
$500
$0
$0
$0
$500
Name:
TED ZELLERS
Purpose:
MEMBER RELIEF
Security:
UNSECURED
Terms of Repayment:
ONE YEAR
$500
$0
$0
$0
$500
Name:
JOEL BERGMANN
Purpose:
MEMBER RELIEF
Security:
UNSECURED
Terms of Repayment:
ONE YEAR
$500
$0
$0
$0
$500
Name:
BERT DEERE
Purpose:
MEMBER RELIEF
Security:
UNSECURED
Terms of Repayment:
ONE YEAR
$500
$0
$0
$0
$500
Name:
DUSTIN DAVIS
Purpose:
MEMBER RELIEF
Security:
UNSECURED
Terms of Repayment:
ONE YEAR
$500
$0
$0
$0
$500
Name:
EARL TYLER
Purpose:
MEMBER RELIEF
Security:
UNSECURED
Terms of Repayment:
ONE YEAR
$450
$0
$0
$0
$450
Name:
MATTHEW WARD
Purpose:
MEMBER RELIEF
Security:
UNSECURED
Terms of Repayment:
ONE YEAR
$500
$0
$0
$0
$500
Name:
KEVIN CACKLER
Purpose:
MEMBER RELIEF
Security:
UNSECURED
Terms of Repayment:
ONE YEAR
$500
$0
$0
$0
$500
Name:
ZACK BUDNICK
Purpose:
MEMBER RELIEF
Security:
UNSECURED
Terms of Repayment:
ONE YEAR
$500
$0
$0
$0
$500
Name:
MATTHEW RUSSELL
Purpose:
MEMBER RELIEF
Security:
UNSECURED
Terms of Repayment:
ONE YEAR
$500
$0
$0
$0
$500
Name:
DONNA M SCOTT
Purpose:
MEMBER RELIEF
Security:
UNSECURED
Terms of Repayment:
ONE YEAR
$500
$0
$0
$0
$500
Name:
ROBERT TREADWELL
Purpose:
MEMBER RELIEF
Security:
UNSECURED
Terms of Repayment:
ONE YEAR
$500
$0
$0
$0
$500
Name:
LANE PARKER
Purpose:
MEMBER RELIEF
Security:
UNSECURED
Terms of Repayment:
ONE YEAR
$500
$0
$0
$0
$500
Name:
CODY ALLISON
Purpose:
MEMBER RELIEF
Security:
UNSECURED
Terms of Repayment:
ONE YEAR
$500
$0
$0
$0
$500
Name:
TOM JOJOLA
Purpose:
MEMBER RELIEF
Security:
UNSECURED
Terms of Repayment:
ONE YEAR
$500
$0
$500
$0
$0
Name:
THOMAS KELLEY
Purpose:
MEMBER RELIEF
Security:
UNSECURED
Terms of Repayment:
ONE YEAR
$0
$500
$0
$0
$500
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF
INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
041-192
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
$250,000
$211,945
$211,945
$211,945
JP MORGAN CHASE BANK CD
$250,000
$211,945
$211,945
$211,945
Less Reinvestments
$0
(The
total from Net Sales Line will be automatically entered
in Item 43)
Net Sales
$211,945
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE
OF INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
041-192
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total
of all lines above
$282,681
$282,681
$282,681
PRYOR BUILDING
$282,046
$282,046
$282,046
HP COMPUTER
$635
$635
$635
Less Reinvestments
$0
(The
total from Net Purchases Line will be automatically
entered in Item 60.)
Net Purchases
$282,681
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 -
INVESTMENTS
FILE NUMBER:
041-192
Description
(A)
Amount
(B)
Marketable Securities
A. Total Cost
$750,000
B. Total Book Value
$658,175
C. List each
marketable security which has a book value over $5,000
and exceeds 5% of Line B.
BANK OF THE WEST INSTL CD 06/29/2028
$214,550
CITIBANK NA MKT RETAIL CD 06/29/2028
$213,050
BMO HARRIS BK NATL ASSN CHICAGO CD 06/30/2028
$230,575
Other Investments
D. Total Cost
E. Total Book Value
F. List each other
investment which has a book value over $5,000 and
exceeds 5% of Line E. Also, list each subsidiary
for which separate reports are attached.
G. Total of Lines B and E
(Total will be automatically entered in Item 26,
Column(B))
$658,175
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED
ASSETS
FILE NUMBER:
041-192
Description
(A)
Cost or Other Basis
(B)
Total Depreciation or
Amount Expensed
(C)
Book Value
(D)
Value
(E)
A.
Land (give location)
Land
1
:
LAND - 584 S. LEWIS, TULSA, OK
$17,590
$17,590
$85,800
Land
2
:
LAND - 2241 E. 6TH STREET, TULSA, OK
$13,600
$13,600
$21,800
B.
Buildings (give location)
Building
1
:
BUILDING - 584 S. LEWIS, TULSA, OK
$515,516
$479,015
$36,501
$201,000
Building
2
:
BUILDING - 2245 E. 6TH STREET, TULSA, OK
$196,920
$91,300
$105,620
$216,800
Building
3
:
BUILDING - 1120 N. IROQUOIS, TULSA, OK
$906,780
$282,972
$623,808
$862,500
Building
4
:
BUILDING - PRYOR BUILDING
$282,046
$5,171
$276,875
$280,000
C. Automobiles
and
Other Vehicles
D. Office
Furniture
and Equipment
$200,583
$178,336
$22,247
$35,000
E.
Other Fixed Assets
F. Totals of Lines A through E
(Column(D) Total will be automatically entered in Item
27, Column(B))
$2,133,035
$1,036,794
$1,096,241
$1,702,900
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER
ASSETS
FILE NUMBER:
041-192
Description
(A)
Book Value
(B)
Total
(Total will be automatically entered in Item 28, Column(B))
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS
PAYABLE AGING SCHEDULE
FILE NUMBER:
041-192
Entity or Individual Name
(A)
Total Account
Payable
(B)
90-180 Days
Past Due
(C)
180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable
$0
$0
$0
$0
Total from all other accounts payable
$0
$0
$0
$0
Totals
(Total for Column(B) will be automatically entered in Item
30, Column(D))
$0
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS
PAYABLE
FILE NUMBER:
041-192
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)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER
LIABILITIES
FILE NUMBER:
041-192
Description
(A)
Amount at End of Period
(B)
Total Other Liabilities
(Total will be automatically entered in Item 33, Column(D))
$32,266
PER CAPITA DUES PAYABLE NOT WITHHELD FROM EMPLOYEE
$7,463
PAYROLL TAXES WITHHELD FROM EMPLOYEES PAYABLE
$14,489
DEATH BENEFITS PAYABLE NOT WITHHELD FROM EMPLOYEES
$10,259
EMPLOYER PAYROLL TAXES PAYABLE
$55
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL
OFFICERS AND DISBURSEMENTS TO OFFICERS
FILE NUMBER:
041-192
(A) Name
(B) Title
(C) Status
(D)
Gross Salary
Disbursements
(before any
deductions)
(E)
Allowances
Disbursed
(F)
Disbursements
for Official Business
(G)
Other
Disbursements not reported in
(D) through (F)
(H)
TOTAL
A
B
C
PHELAN
,
DUSTIN
BUSINESS MANAGER C
$113,181
$723
$5,726
$119,630
I
Schedule 15
Representational Activities
40
%
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
60
%
A
B
C
LANGWORTHY
,
BLAKE
A DISPATCHER C
$33,352
$362
$5,025
$38,739
I
Schedule 15
Representational Activities
3
%
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
97
%
A
B
C
LORD
,
MARSHALL
ASSISTANT BUSINESS MGR C
$91,313
$723
$4,513
$96,549
I
Schedule 15
Representational Activities
3
%
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
97
%
A
B
C
BROWN
,
BRIAN
E-BOARD C
$2,234
$420
$2,654
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
A
B
C
BUDNICK
,
ZACHARIAS
J VICE PRESIDENT C
$2,949
$315
$3,264
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
A
B
C
BURNSIDE
,
JOSEPH
PRESIDENT C
$2,388
$1,743
$48
$4,179
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
A
B
C
CARROLL
,
KRISTEN
ASSISTANT BUSINESS MGR C
$53,204
$1,473
$181
$54,858
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
A
B
C
FOOS
,
BRODY
ORGANIZER N
$60,808
$723
$1,775
$63,306
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
A
B
C
GREENE
,
DAMIEN
ASSISTANT BUSINESS MGR C
$91,313
$723
$4,528
$96,564
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
A
B
C
GRIFFIN
,
JEREMY
C ASSISTANT BUSINESS MGR C
$63,239
$467
$1,199
$64,905
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
A
B
C
HOLBROOK
,
SKYLAR
E-BOARD C
$1,834
$350
$2,184
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
A
B
C
HOWELL
,
JONATHAN
REPRESENTATIVE N
$172
$172
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
A
B
C
LEE
,
JESSY
E-BOARD C
$2,118
$420
$2,538
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
A
B
C
PITTS
,
RICHARD
J E-BOARD C
$1,686
$350
$2,036
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
A
B
C
ROSS
,
SAM
E-BOARD C
$1,126
$315
$1,441
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
A
B
C
ROY
,
ARTHUR
E-BOARD C
$2,167
$420
$2,587
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
A
B
C
STEPHENS
,
LARRY
STEWARD N
$73
$73
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
A
B
C
STILES
,
KENNETH
E STEWARD N
$73
$73
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
A
B
C
STITT
,
KYLE
REPRESENTATIVE N
$1,668
$1,668
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
A
B
C
WELCH
,
JONATHAN
REPRESENTATIVE C
$550
$550
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
A
B
C
COLVIN
,
VERNON
VICE PRESIDENT N
$35
$35
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
Total Officer
Disbursements
$525,448
$9,562
$22,995
$0
$558,005
Less Deductions
$163,373
Net
Disbursements
$394,632
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 -
DISBURSEMENTS TO EMPLOYEES
FILE NUMBER:
041-192
(A) Name
(B) Title
(C) Other Payer
(D)
Gross Salary
Disbursements
(before any
deductions)
(E)
Allowances Disbursed
(F)
Disbursements for Official Business
(G)
Other Disbursements not reported in
(D) through (F)
(H)
TOTAL
A
B
C
KEIL
,
KASIE
N OFFICE MANAGER N/A
$62,749
$723
$415
$63,887
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
TOTALS RECEIVED
BY EMPLOYEES MAKING $10,000 OR LESS
$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
Total
Employee Disbursements
$62,749
$723
$415
$0
$63,887
Less
Deductions
$19,857
Net Disbursements
$44,030
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 -
MEMBERSHIP STATUS
FILE NUMBER:
041-192
Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members
(Total of all lines above)
503
Agency Fee Payers*
Total Members/Fee Payers
503
*Agency Fee Payers are
not considered members of the labor organization.
ACTIVE MEMBERS THAT PAY FULL DUES
503
Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE
- SCHEDULES 14 THROUGH 19
FILE NUMBER:
041-192
SCHEDULE 14 OTHER RECEIPTS
1. Named Payer
Itemized Receipts
$0
2. Named Payer
Non-itemized Receipts
$0
3. All Other Receipts
$1,800
4. Total
Receipts
$1,800
SCHEDULE 17 CONTRIBUTIONS,
GIFTS & GRANTS
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$0
4. To Employees
$0
5. All Other
Disbursements
$17,515
6. Total
Disbursements
$17,515
SCHEDULE 15 REPRESENTATIONAL
ACTIVITIES
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$51,910
4. To Employees
$0
5. All Other
Disbursements
$70,698
6. Total
Disbursements
$122,608
SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee
Itemized Disbursements
$117,450
2. Named Payee
Non-itemized Disbursements
$52,410
3. To Officers
$0
4. To Employees
$0
5. All Other
Disbursements
$99,263
6. Total
Disbursements
$269,123
SCHEDULE 16 POLITICAL
ACTIVITIES AND LOBBYING
1. Named Payee
Itemized Disbursements
$5,000
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$0
4. To Employees
$0
5. All Other
Disbursements
$52,500
6. Total
Disbursements
$57,500
SCHEDULE 19 UNION
ADMINISTRATION
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$506,095
4. To Employees
$63,887
5. All Other
Disbursements
$5,802
6. Total
Disbursements
$575,784
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER
RECEIPTS
FILE NUMBER:
041-192
Name and Address
(A)
-1
Type or Classification
(B)
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 -
REPRESENTATIONAL ACTIVITIES
FILE NUMBER:
041-192
Name and Address
(A)
-1
Type or Classification
(B)
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 -
POLITICAL ACTIVITIES AND LOBBYING
FILE NUMBER
041-192
Name and Address
(A)
MONROE FOR MAYOR PO BOX 14045
TULSA OK 74159
Type or Classification
(B)
PAC
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,000
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$5,000
CONTRIBUTION
09/10/2024
$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 -
CONTRIBUTIONS, GIFTS & GRANTS
FILE NUMBER:
041-192
Name and Address
(A)
-1
Type or Classification
(B)
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL
OVERHEAD
FILE NUMBER:
041-192
Name and Address
(A)
BRYAN, LITTLE, HALEY & KENT PC
412 E. 5TH STREET BARTLESVILLE OK 74003
Type or Classification
(B)
ACCOUNTING SERVICES
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$7,500
Total
Non-Itemized Transactions with this Payee/Payer
$5,900
Total of All Transactions with this
Payee/Payer for This Schedule
$13,400
2023 AUDIT
08/13/2024
$7,500
Name and Address
(A)
COLLINS PRINTING
3236 E. 15TH STREET TULSA OK 74104
Type or Classification
(B)
PRINTING EXPENSES
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,898
Total of All Transactions with this
Payee/Payer for This Schedule
$5,898
Name and Address
(A)
GLENDA PITTMAN & ASSOCIATES
4807 SPICEWOOD SPRINGS AUSTIN TX 78759
Type or Classification
(B)
ATTORNEY FEES
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$45,071
Total
Non-Itemized Transactions with this Payee/Payer
$2,520
Total of All Transactions with this
Payee/Payer for This Schedule
$47,591
ATTORNEY FEES
01/09/2024
$9,433
ATTORNEY FEES
01/16/2024
$22,218
ATTORNEY FEES
06/21/2024
$7,785
ATTORNEY FEES
12/10/2024
$5,635
Name and Address
(A)
IMAGE POINTE
1224 LA PORTE ROAD WATTERLOO IA 50702
Type or Classification
(B)
ADVERTISING
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$11,609
Total of All Transactions with this
Payee/Payer for This Schedule
$11,609
Name and Address
(A)
JOHN M FOTHERGILL
500 S. DENVER TULSA OK 74103
Type or Classification
(B)
REAL ESTATE TAXES
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$11,854
Total
Non-Itemized Transactions with this Payee/Payer
$6,873
Total of All Transactions with this
Payee/Payer for This Schedule
$18,727
PROPERTY TAXES
12/23/2024
$11,854
Name and Address
(A)
OK ST ELECTRICAL
615 W. GRAND AVE PONCA CITY OK 74601
Type or Classification
(B)
ADVERTISING
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$19,069
Total of All Transactions with this
Payee/Payer for This Schedule
$19,069
Name and Address
(A)
UNION INSURANCE
2125 WEST ROSCOE ST. CHICAGO IL 60618
Type or Classification
(B)
INSURANCE
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$53,025
Total
Non-Itemized Transactions with this Payee/Payer
$541
Total of All Transactions with this
Payee/Payer for This Schedule
$53,566
PROPERTY INSURANCE
03/18/2024
$35,330
PRYOR COMMERCIAL INSURANCE
03/18/2024
$6,324
LIABILITY INSURANCE
06/11/2024
$11,371
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION
ADMINISTRATION
FILE NUMBER:
041-192
Name and Address
(A)
-1
Type or Classification
(B)
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 -
BENEFITS
FILE NUMBER:
041-192
Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all
lines above (Total will be automatically entered in Item
55.)
$174,653
PROFIT SHARING
N.E.C.A. - L.U. 584 PROFIT SHARING PLAN
$22,520
HEALTH AND WELFARE
SOUTHWESTERN HEALTH
$81,569
LOCAL PENSION PLAN
N.E.C.A. - L.U. 584 PENSION TRUST FUND
$54,919
NATIONAL PENSION PLAN
N.E.B.F.
$13,925
DEATH BENEFITS EXPENSE
BENEFICIARY OF DEACEASED
$1,720
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL
INFORMATION SUMMARY
FILE NUMBER:
041-192
Question 10: TULSA ELECTRICAL JOINT APPRENTICESHIP AND TRAINING FUND (EIN 73-0656347) P.O. BOX 50158, TULSA, OK 74150. THE PURPOSE OF THIS FUND IS TO PROVIDE ELECTRICAL TRAINING AND TRADE INSTRUCTION FOR APPRENTICES IN ELECTRICAL TRADE.
IBEW-NECA SOUTHWESTERN HEALTH AND BENEFIT FUND (EIN 23-7259768) P.O. BOX 819015, DALLAS, TX 75381-9015. THE PURPOSE OF THIS FUND IS TO PROVIDE HEALTH AND WELFARE BENEFITS FOR LOCAL UNION 584 MEMBERS. PLAN NUMBER 501.
NECA-IBEW LOCAL 584 PENSION PLN (EIN 73-6130146) P.O. BOX 860007, PLANO, TX 75086-007. THE PURPOSE OF THE FUND IS TO PROVIDE RETIREMENT BENEFITS FOR LOCAL UNION 584 MEMBERS. PLAN NUMBER 001.
N.E.C.A.-I.B.E.W. LOCAL UNION NO. 584 PROFIT SHAREING PLAN (EIN 73-1407442) 520 E. CENTRAL PKWY, PLANO, TX 75074. THE PURPOSE OF THE FUND IS TO PROVIDE ADDITIONAL RETIREMENT BENEFITS FOR LOCAL 584 MEMBERS. PLAN NUMBER 003.
Question 11(a):
Question 11(a): : : : MONEY IS PAID TO THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS COMMITTEE ON POLITICAL EDUCATION.
Question 12: AUDIT WAS PERFORMED BY BRYAN, LITTLE, HALEY & KENT PC, AN INDEPENDENT ACCOUNTING FIRM.
Question 15: CD MATURED DURING THE YEAR
Schedule 2, Row1:
Schedule 2, Row1::
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Schedule 2, Row4::
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Schedule 2, Row5::
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Schedule 2, Row6::
Schedule 2, Row7:
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Schedule 2, Row8:
Schedule 2, Row8::
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Schedule 2, Row2::
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Schedule 2, Row10:
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Schedule 2, Row11::
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Schedule 2, Row12::
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Schedule 2, Row13::
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Schedule 2, Row20::
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Schedule 2, Row21::
Schedule 2, Row14:
Schedule 2, Row14::
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Schedule 2, Row15::
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Schedule 2, Row16::
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Schedule 2, Row17::
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Schedule 2, Row19::
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Schedule 2, Row22::
Schedule 2, Row23:
Schedule 2, Row23::
Schedule 2, Row24:
Schedule 2, Row24::
Schedule 2, Row25:
Schedule 2, Row25::
Schedule 13, Row1:
Schedule 13, Row1::ACTIVE MEMBERS THAT PAY FULL DUES