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
036-801
2. PERIOD COVERED
From08/01/2024
Through07/31/2025
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
OFFICE AND PROFESSIONAL EMPLS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
 6. DESIGNATION NBR
30
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name
MARIANNE
 Last Name
GIORDANO
P.O Box - Building and Room Number
214
Number and Street
6136 MISSION GORGE ROAD
City
SAN DIEGO
State
CA		 ZIP Code + 4
92120


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:Michael A RameyPRESIDENT71. SIGNED:Marianne GiordanoTREASURER
Date:Oct 29, 2025Telephone Number:619-857-6453Date:Oct 29, 2025Telephone Number:619-985-7335
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 036-801
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?No
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?Yes
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?Yes
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?07/2026
20. How many members did the labor organization have at the end of the reporting period?7,544
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/FeesVARIESperMONTH3098.30
(b) Working Dues/FeesN/AperN/AN/AN/A
(c) Initiation FeesVARIESperMEMBER50100
(d) Transfer FeesN/AperN/AN/AN/A
(e) Work PermitsDUES SCALEperN/AN/AN/A

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 036-801

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $384,598$503,759
23. Accounts Receivable1$0$3,719
24. Loans Receivable2$0
25. U.S. Treasury Securities $0$0
26. Investments5$913,306$933,245
27. Fixed Assets6$1,543,011$1,521,424
28. Other Assets7$62,154$35,640
29. TOTAL ASSETS $2,903,069$2,997,787

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$12,504$2,155
31. Loans Payable9$28,488$36,347
32. Mortgages Payable $467,414$466,914
33. Other Liabilities10$430,648$337,835
34. TOTAL LIABILITIES $939,054$843,251
35. NET ASSETS$1,964,015$2,154,536
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 036-801

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $4,654,594
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $84,626
39. Sale of Supplies $0
40. Interest $306
41. Dividends $46,199
42. Rents $193,012
43. Sale of Investments and Fixed Assets3$216,261
44. Loans Obtained9$29,648
45. Repayments of Loans Made2
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $39,994
48. Other Receipts14$81,962
49. TOTAL RECEIPTS $5,346,602
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$1,344,000
51. Political Activities and Lobbying16$7,457
52. Contributions, Gifts, and Grants17$124,652
53. General Overhead18$990,761
54. Union Administration19$234,259
55. Benefits20$589,151
56. Per Capita Tax $1,403,467
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$308,756
61. Loans Made2
62. Repayment of Loans Obtained9$21,789
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $40,077
65. Direct Taxes $163,137
  
66. Subtotal $5,227,506
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$499,093  
  67b. Less Total Disbursed$499,028  
  67c. Total Withheld But Not Disbursed $65
68. TOTAL DISBURSEMENTS $5,227,441
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 036-801

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$3,719   
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $3,719$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 036-801

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A) 		Loans
Outstanding at
Start of Period
(B) 		Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1) 		Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not listed above     
Total of all lines above$0$0$0$0$0
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 036-801

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$216,261$216,261$216,261$216,261
MUTUAL FUNDS$182,310$182,310$182,310$182,310
MUTUAL FUNDS AND EQUITIES$33,951$33,951$33,951$33,951
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$216,261
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 036-801

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$314,755$314,755$308,756
BUILDING IMPROVEMENTS$15,502$15,502$15,502
FURNITURE & EQUIPMENT$13,642$13,642$13,642
AUTOMOBILE$70,647$70,647$64,648
MUTUAL FUNDS AND EQUITIES$214,964$214,964$214,964
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$308,756
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 036-801

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost$900,672
B. Total Book Value$933,245
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • GMO OPPORTUNISTIC INCOME FUND CL I N/L
$108,282
  • JP MORGAN STRATEGIC INCOME OPPORTUNITIES FD CL
$115,509
  • MUSCLE SHOALS SHEFFIELDE & TUSCUMBIA AL SOLID
$51,701
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)) $933,245
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 036-801

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      6136 MISSION GORGE RD STE 214 SAN DIEGO CA 92120$658,457 $658,457$964,285
B. Buildings (give location)    
Building  1 :      6136 MISSION GORGE RD STE 214 SAN DIEGO CA 92120$1,222,849$633,546$589,303$1,142,967
Building  2 :      BUILDING IMPROVEMENTS$497,600$416,689$80,911$80,911
C. Automobiles and Other Vehicles$208,892$91,699$117,193$117,193
D. Office Furniture and Equipment$108,870$87,032$21,838$21,838
E. Other Fixed Assets$106,580$52,858$53,722$53,722
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $2,803,248$1,281,824$1,521,424$2,380,916
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 036-801

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $35,640
SECURITY DEPOSIT$1,531
EMPLOYER 401K OVERPAID FUNDS$34,068
PREPAID PAYROLL WITHHOLDINGS$41
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 036-801

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$2,155$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $2,155$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 036-801

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$28,488$29,648$21,789$0$36,347
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
OPEIU INTERNATIONAL$9,801$0$9,801$0$0
UNION YES FCU$18,687$0$4,377$0$14,310
GM FINANCIAL - 2024 CHEVY TRAILBLAZER$0$14,545$3,488$0$11,057
GM FINANCIAL - 2024 CHEVROLET EQUINOX$0$15,103$4,123$0$10,980
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 036-801

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $337,835
TENANTS SECURITY DEPOSITS$13,160
VACATION & SICK TIME PAYABLE$205,897
SEVERANCE PAYABLE$115,253
VOTE CONTRIBUTIONS$3,525
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 036-801

(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 		GIORDANO ,  MARIANNE  
EXECUTIVE DIRECTOR/CFO
C		$259,157$0$6,814$436$266,407
I
Schedule 15
Representational Activities 		46 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		24 % Schedule 19
Administration 		30 %
A
B
C 		RAMEY ,  MICHAEL  
PRESIDENT
C		$13,174$0$4,188$0$17,362
I
Schedule 15
Representational Activities 		35 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		9 % Schedule 18
General Overhead 		39 % Schedule 19
Administration 		17 %
A
B
C 		ENGLER ,  CATHERINE  
VICE PRESIDENT
C		$7,340$0$3,329$0$10,669
I
Schedule 15
Representational Activities 		31 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		10 % Schedule 18
General Overhead 		42 % Schedule 19
Administration 		17 %
A
B
C 		ANCHO ,  AURIE-ANN  
RECORDING SECRETARY
C		$8,293$1,875$2,291$0$12,459
I
Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		10 % Schedule 18
General Overhead 		45 % Schedule 19
Administration 		20 %
A
B
C 		ARBALLO ,  PATRICIA  
EXECUTIVE BOARD
C		$2,033$0$206$0$2,239
I
Schedule 15
Representational Activities 		15 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		13 % Schedule 18
General Overhead 		53 % Schedule 19
Administration 		19 %
A
B
C 		VALLE ,  DENISE  
EXECUTIVE BOARD MEMBER
N		$3,682$0$303$0$3,985
I
Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		10 % Schedule 18
General Overhead 		38 % Schedule 19
Administration 		27 %
A
B
C 		CURTIS ,  KRISTINE  
EXECUTIVE BOARD MEMBER
N		$4,566$0$1,601$0$6,167
I
Schedule 15
Representational Activities 		38 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		11 % Schedule 18
General Overhead 		37 % Schedule 19
Administration 		13 %
A
B
C 		NOON ,  GAYLE  
EXECUTIVE BOARD MEMBER
C		$3,940$0$1,991$0$5,931
I
Schedule 15
Representational Activities 		39 % Schedule 16
Political Activities and Lobbying 		4 % Schedule 17
Contributions 		10 % Schedule 18
General Overhead 		32 % Schedule 19
Administration 		15 %
A
B
C 		WINTERS ,  LINDA  
EXECUTIVE BOARD MEMBER
C		$2,122$0$957$0$3,079
I
Schedule 15
Representational Activities 		24 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		2 % Schedule 18
General Overhead 		53 % Schedule 19
Administration 		21 %
A
B
C 		NEWTON ,  TAMUA  
EXECUTIVE BOARD MEMBER
C		$5,780$0$1,927$0$7,707
I
Schedule 15
Representational Activities 		46 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		7 % Schedule 18
General Overhead 		32 % Schedule 19
Administration 		14 %
A
B
C 		SHIM ,  JEANNIE  
EXECUTIVE BOARD MEMBER
C		$7,497$0$9,540$0$17,037
I
Schedule 15
Representational Activities 		24 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		10 % Schedule 18
General Overhead 		50 % Schedule 19
Administration 		15 %
A
B
C 		CHILES ,  SEAN  
TRUSTEE
C		$3,898$0$3,607$0$7,505
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		12 % Schedule 18
General Overhead 		47 % Schedule 19
Administration 		21 %
A
B
C 		MCKENZIE ,  SYLVIA  
TRUSTEE
N		$10,125$0$6,484$0$16,609
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		7 % Schedule 18
General Overhead 		32 % Schedule 19
Administration 		11 %
A
B
C 		NUNEZ ,  DIANE  
TRUSTEE
C		$272$0$237$0$509
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		35 % Schedule 19
Administration 		45 %
A
B
C 		SANTILLAN ,  MANUEL  
TRUSTEE
C		$5,461$0$2,178$0$7,639
I
Schedule 15
Representational Activities 		36 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		9 % Schedule 18
General Overhead 		34 % Schedule 19
Administration 		20 %
Total Officer Disbursements$337,340$1,875$45,653$436$385,304
Less Deductions    $106,739
Net Disbursements    $278,565
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 036-801

(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 		ALLEN ,  WALTER  
SPECIAL ASSIST TO EX DIR
N/A		$26,950$0$18,598$0$45,548
I
Schedule 15
Representational Activities 		89 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		8 % Schedule 19
Administration 		3 %
A
B
C 		BAXTER ,  ANNETTE  
DIRECTOR OF MEMBER SVCS
N/A		$223,214$0$3,627$995$227,836
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		1 %
A
B
C 		BARRION ,  ALFRED  
ADMINISTRATIVE ASSISTANT
N/A		$61,845$0$4,780$0$66,625
I
Schedule 15
Representational Activities 		38 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		62 % Schedule 19
Administration 		0 %
A
B
C 		CAMPBELL ,  JAIME  
ORGANIZING DIRECTOR
N/A		$76,479$0$7,444$6,101$90,024
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		CHAVEZ ,  MARGIE  
ASSIST DIR OF CONTRACT AD
N/A		$104,520$0$7,517$1,668$113,705
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		DIAZ ,  EZEQUIEL  
ASSIST DIR OF CONTRACT AD
N/A		$103,014$16,200$22,827$2,630$144,671
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		DIX ,  CARTER  
BUSINESS AGENT
N/A		$57,061$4,500$1,232$0$62,793
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		ENGLEHART ,  MARK  
DIRECTOR OF EDUCATION
N/A		$101,462$6,000$1,362$0$108,824
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		1 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		1 %
A
B
C 		MITCHELL ,  BRIGGETT  
BUSINESS AGENT
N/A		$101,719$0$5,462$4,977$112,158
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		MORALES ,  YOLINDA  
ADMIN ASSIST RECEPTIONIST
N/A		$58,660$0$1,608$0$60,268
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		PEREZ ,  MARIA  
EXE ASSIST/COMM DIRECTOR
N/A		$105,094$0$1,174$0$106,268
I
Schedule 15
Representational Activities 		33 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		34 % Schedule 19
Administration 		33 %
A
B
C 		REGINA ,  CARLY  
BUSINESS AGENT
N/A		$47,089$0$3,923$1,200$52,212
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		SAENGMANIVONE ,  KATE   L
DUES ADMINISTRATOR
N/A		$63,104$0$150$0$63,254
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		ZALLIS ,  MARIA   T
OFFICE ACCOUNTANT/MANAGER
N/A		$92,662$0$1,563$0$94,225
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$61,067$0$5,848$0$66,915
I Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
Total Employee Disbursements$1,283,940$26,700$87,115$17,571$1,415,326
Less Deductions    $392,289
Net Disbursements    $1,023,037
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 036-801

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 7,544 
Agency Fee Payers*
Total Members/Fee Payers7,544 
*Agency Fee Payers are not considered members of the labor organization.
REGULAR MEMBERS7,544Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 036-801

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$31,293
2. Named Payer Non-itemized Receipts$4,379
3. All Other Receipts$46,290
4. Total Receipts$81,962
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$11,608
2. Named Payee Non-itemized Disbursements$14,012
3. To Officers$10,894
4. To Employees$1,088
5. All Other Disbursements$87,050
6. Total Disbursements$124,652
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$30,489
2. Named Payee Non-itemized Disbursements$83,944
3. To Officers$162,065
4. To Employees$1,066,494
5. All Other Disbursements$1,008
6. Total Disbursements$1,344,000
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$198,707
2. Named Payee Non-itemized Disbursements$317,532
3. To Officers$111,912
4. To Employees$301,108
5. All Other Disbursements$61,502
6. Total Disbursements$990,761
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$622
4. To Employees$6,835
5. All Other Disbursements$0
6. Total Disbursements$7,457
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$21,725
2. Named Payee Non-itemized Disbursements$7,607
3. To Officers$99,815
4. To Employees$39,800
5. All Other Disbursements$65,312
6. Total Disbursements$234,259
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 036-801

Name and Address
(A)
CALIBER COLLISION

2941 LAKE VISTA DRIVE
LEWISVILLE
TX
75067
Type or Classification
(B)
INSURANCE PROVIDER
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$19,288
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$19,288
INSURANCE COLLISION CLAIM10/07/2024$19,288
Name and Address
(A)
KAISER PERMANENTE UNIONS COALITION

1775 K ST NW
WASHINGTON
DC
20006
Type or Classification
(B)
LABOR PARTNERSHIP
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,005
Total Non-Itemized Transactions with this Payee/Payer$4,379
Total of All Transactions with this Payee/Payer for This Schedule$16,384
COALITIONS UNION LEADER MEETING10/04/2024$12,005
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 036-801

Name and Address
(A)
CHRISTOPHER DAVID RUIZ CAMERON

3050 WILSHIRE BLVD
LOS ANGELES
CA
90010
Type or Classification
(B)
ARBITRATOR
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,200
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,200
LEGAL FEES BARGAINING/REPRESENTATIONAL12/23/2024$5,200
Name and Address
(A)
COURTYARD BY MARRIOTT

11525 MISSION VISTA DR
RANCHO CUCAMONGA
CA
91730
Type or Classification
(B)
HOTEL
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,668
Total of All Transactions with this Payee/Payer for This Schedule$5,668
Name and Address
(A)
HANDLERY HOTEL SAN DIEGO

950 HOTEL CIR N
SAN DIEGO
CA
92108
Type or Classification
(B)
HOTEL
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,998
Total Non-Itemized Transactions with this Payee/Payer$475
Total of All Transactions with this Payee/Payer for This Schedule$9,473
STEWARDS' TRAINING03/03/2025$8,998
Name and Address
(A)
HORSE SHOE LAS VEGAS

3645 LAS VEGAS BLVD
LAS VEGAS
NV
89109
Type or Classification
(B)
HOTEL
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,417
Total of All Transactions with this Payee/Payer for This Schedule$5,417
Name and Address
(A)
KATHY FRAGNOLI

300 W BEECH ST STE 1
SAN DIEGO
CA
92101
Type or Classification
(B)
MEDIATOR
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,438
Total of All Transactions with this Payee/Payer for This Schedule$7,438
Name and Address
(A)
LUBIN & ENOCH, P.C.

349 N 4TH AVE
PHOENIX
AZ
85003
Type or Classification
(B)
LAW FIRM
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,099
Total Non-Itemized Transactions with this Payee/Payer$5,846
Total of All Transactions with this Payee/Payer for This Schedule$10,945
LEGAL FEES BARGAINING/REPRESENTATIONAL01/21/2025$5,099
Name and Address
(A)
POLICING EQUITY INC
102845

PASADENA
CA
91189
Type or Classification
(B)
NON PROFIT ORGANIZATION
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,380
Total of All Transactions with this Payee/Payer for This Schedule$9,380
Name and Address
(A)
S&S PRINTERS

2100 W LINCOLN AVE
ANAHEIM
CA
92801
Type or Classification
(B)
PRINTING SERVICES
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,192
Total of All Transactions with this Payee/Payer for This Schedule$8,192
Name and Address
(A)
WOHLNER KAPLON CUTLER HALFO

16501 VENTURA BLVD #30
ENCINO
CA
91436
Type or Classification
(B)
LAW FIRM
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,192
Total Non-Itemized Transactions with this Payee/Payer$41,528
Total of All Transactions with this Payee/Payer for This Schedule$52,720
LEGAL FEES BARGAINING/REPRESENTATIONAL03/17/2025$5,535
LEGAL FEES BARGAINING/REPRESENTATIONAL03/17/2025$5,657
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 036-801

There was no data found for this schedule.

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 036-801

Name and Address
(A)
IMAGE POINT

1224 LAPORTE RD
WATERLOO
IA
50702
Type or Classification
(B)
SCREEN PRINTING SHOP
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$14,012
Total of All Transactions with this Payee/Payer for This Schedule$14,012
Name and Address
(A)
RIVERWALK GOLF CLUB

1150 FASHION VALLEY RD
SAN DIEGO
CA
92108
Type or Classification
(B)
GOLF CLUB
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,608
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$11,608
GOLF TOURNAMENT SPONSORSHIP06/18/2025$11,608
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 036-801

Name and Address
(A)
A-IT PRO
24

BONITA
CA
91908
Type or Classification
(B)
INFORMATION TECHNOLOGY
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$14,818
Total of All Transactions with this Payee/Payer for This Schedule$14,818
Name and Address
(A)
AMAZON.COM

410 TERRY AVENUE NORTH
SEATTLE
WA
98109
Type or Classification
(B)
TECHNOLOGY COMPANY
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,431
Total of All Transactions with this Payee/Payer for This Schedule$6,431
Name and Address
(A)
COX COMMUNICATIONS

52314
PHOENIX
AZ
85072
Type or Classification
(B)
TELEPHONE & INTERNET SERVICE PROVIDER
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$23,595
Total of All Transactions with this Payee/Payer for This Schedule$23,595
Name and Address
(A)
DE FRANCE PRINTING

320 W 17TH
NATIONAL CITY
CA
91950
Type or Classification
(B)
COMMERCIAL PRINTER
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,807
Total Non-Itemized Transactions with this Payee/Payer$31,438
Total of All Transactions with this Payee/Payer for This Schedule$38,245
PRINTING09/16/2024$6,807
Name and Address
(A)
EBERTS & HARRISON INC

1604 RIDGESIDE DR STE 203
MT AIRY
MD
91771
Type or Classification
(B)
INSURANCE PROVIDER
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$32,627
Total Non-Itemized Transactions with this Payee/Payer$18,501
Total of All Transactions with this Payee/Payer for This Schedule$51,128
COMMERCIAL, WORKERS COMP, AUTO INSURANCE PREMIUM07/03/2025$16,023
COMMERCIAL, WORKERS COMP, AUTO INSURANCE PREMIUM07/03/2025$16,604
Name and Address
(A)
HALCYON TECHNOLOGIES INC

3129 TIGER RUN CT STE 214
CARLSBAD
CA
92010
Type or Classification
(B)
ONLINE SECURITY SYSTEM
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,016
Total of All Transactions with this Payee/Payer for This Schedule$7,016
Name and Address
(A)
LLOYD PEST CONTROL

1331 MORENA BLVD STE 300
SAN DIEGO
CA
92110
Type or Classification
(B)
RESIDENTIAL & COMMERCIAL EXTERMINATORS
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,725
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$13,725
PEST ELIMINATION 07/14/2025$13,725
Name and Address
(A)
NATIONAL AIR & ENERGY

2053 KURTZ ST
SAN DIEGO
CA
92110
Type or Classification
(B)
MECHANICAL CONTRACTOR
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,102
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,102
EQUIPMENT REPAIRS09/23/2024$10,102
Name and Address
(A)
PAYCHEX

200 E SANDPOINT STE 100
SANTA ANA
CA
92707
Type or Classification
(B)
PAYROLL SERVICES
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$16,744
Total of All Transactions with this Payee/Payer for This Schedule$16,744
Name and Address
(A)
PITNEY BOWES GLOBAL FINANCE
371887

PITTSBURGH
PA
15250-7887
Type or Classification
(B)
FINANCE COMPANY
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,471
Total of All Transactions with this Payee/Payer for This Schedule$12,471
Name and Address
(A)
PITNEY BOWES INC
981026

BOSTON
MA
02298
Type or Classification
(B)
POSTAGE PROVIDER
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
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)
RAYMOND JAMES & ASSOCIATES

13500 EVENING CREEK DR. N S
SAN DIEGO
CA
92128
Type or Classification
(B)
INVESTMENT COMPANY
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,755
Total of All Transactions with this Payee/Payer for This Schedule$7,755
Name and Address
(A)
SAN DIEGO GAS & ELECTRIC

8326 CENTURY PARK CT
SAN DIEGO
CA
92120
Type or Classification
(B)
UTILITY COMPANY
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$16,238
Total Non-Itemized Transactions with this Payee/Payer$36,207
Total of All Transactions with this Payee/Payer for This Schedule$52,445
UTILITY08/21/2024$5,114
UTILITY09/20/2024$5,230
UTILITY10/19/2024$5,894
Name and Address
(A)
UNIONWARE

260 SAULTEAUX CRESCENT
WINNIPED
00
R3J 3T2
Type or Classification
(B)
SOFTWARE COMPANY
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$40,181
Total of All Transactions with this Payee/Payer for This Schedule$40,181
Name and Address
(A)
UNLIMITED SERVICES

3914 MURPHY CANYON RD #A243
SAN DIEGO
CA
92123
Type or Classification
(B)
JANITORIAL SERVICES
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$13,399
Total of All Transactions with this Payee/Payer for This Schedule$13,399
Name and Address
(A)
VERIZON WIRELESS
660108

DALLAS
TX
75266-0108
Type or Classification
(B)
TELEPHONE SERVICE PROVIDER
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$14,381
Total of All Transactions with this Payee/Payer for This Schedule$14,381
Name and Address
(A)
WELLS FARGO BANK

420 N MONTGOMERY ST
SAN FRANCISCO
CA
94101
Type or Classification
(B)
BANKING INSTITUTION
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$119,208
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$119,208
MORTGAGE PRINCIPAL & INTEREST08/14/2024$9,934
MORTGAGE PRINCIPAL & INTEREST09/15/2024$9,934
MORTGAGE PRINCIPAL & INTEREST10/15/2024$9,934
MORTGAGE PRINCIPAL & INTEREST11/15/2024$9,934
MORTGAGE PRINCIPAL & INTEREST12/15/2024$9,934
MORTGAGE PRINCIPAL & INTEREST01/15/2025$9,934
MORTGAGE PRINCIPAL & INTEREST02/15/2025$9,934
MORTGAGE PRINCIPAL & INTEREST03/17/2025$9,934
MORTGAGE PRINCIPAL & INTEREST04/15/2025$9,934
MORTGAGE PRINCIPAL & INTEREST05/15/2025$9,934
MORTGAGE PRINCIPAL & INTEREST06/15/2025$9,934
MORTGAGE PRINCIPAL & INTEREST07/15/2025$9,934
Name and Address
(A)
XEROX FINANCIAL SERVICES
202882

DALLAS
TX
75320
Type or Classification
(B)
EQUIPMENT LESSOR
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$28,175
Total of All Transactions with this Payee/Payer for This Schedule$28,175
Name and Address
(A)
YBARRA & ASSOCIATES

10370 COMMERCE CTR DR STE 2
RANCHO CUCAMONGA
CA
91730
Type or Classification
(B)
CERTIFIED PUBLIC ACCOUNTANTS
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$40,688
Total of All Transactions with this Payee/Payer for This Schedule$40,688
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 036-801

Name and Address
(A)
CALIFORNIA ELECTIONS COMPANY
302021

ESCONDIDO
CA
92030
Type or Classification
(B)
ELECTION SERVICE COMPANY
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$21,725
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$21,725
ELECTION SERVICE10/07/2024$21,725
Name and Address
(A)
HYATT REGENCY DENVER

650 15TH ST
DENVER
CO
80202
Type or Classification
(B)
HOTEL
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,607
Total of All Transactions with this Payee/Payer for This Schedule$7,607
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 036-801

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$589,151
EMPLOYEE'S RETIREMENTOPEIU RETIREMENT PLAN$280,208
EMPLOYEES' & RETIREES HEALTH BENEFITSOPEIU LOCAL 30/537 TRUST FUND$265,137
EMPLOYEES' LIFE INSURANCEAMERICAN INCOME LIFE$350
EMPLOYEES' RETIREMENTWESTERN STATES$43,456
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 036-801


Question 10: (1) OPEIU LOCALS 30 AND 537 RETIREMENT FUND 1200 WILSHIRE BLVD. 5TH FLOOR, LOS ANGELES, CA 90017. PURPOSE: RETIREMENT. FILING REQUIREMENT FORM 5500, PLAN #501,FILED ANNUALLY WITH EMPLOYEE SECURITY ADMINISTRATION, ID # 95-6072309. (2) OPEIU LOCALS 30 AND 537 HEALTH AND WELFARE FUND, 1200 WILSHIRE BLVD. 5TH FLOOR, LOS ANGELES, CA90017. PURPOSE: HEALTH BENEFITS. FILING REQUIREMENT FORM 5500, PLAN #501, FILED ANNUALLY WITH THE EMPLOYEE SECURITY ADMINISTRATION, ID #95-6047601. (3) OFFICE AND PROFESSIONAL EMPLOYEE 401K PROFIT SHARING PLAN TRUST 80 EIGHTH AVENUE, SUITE 205, NEW YORK, NY 10011. PURPOSE: RETIREMENT. FILING REQUIREMENT FORM 5500, PLAN #001, FILED ANNUALLY WITH THE EMPLOYEE SECURITY ADMINISTRATION, ID #53-0175463

Question 11(b):

Question 11(b): : : WALTER ALLEN JR SCHOLARSHIP FUND: 6136 MISSION GORGE ROAD, SUITE 230 SAN DIEGO CA, 92120. PURPOSE: CHARITABLE 501(C)3 ORGANIZATION FORMED TO RAISE FUNDS TO PROVIDE FINANCIAL ASSISTANCE FOR HIGHER EDUCATION IN THE FORM OF EDUCATIONAL SCHOLARSHIPS. THE FINANCIAL ACTIVITIES OF THE SCHOLARSHIPS FUND ARE INCLUDED ONTHIS FORM LM-2.

Question 12: YBARRA & ASSOCIATES PUBLIC ACCOUNTANCY CORPORATIONQuestion 15: THE LOCAL GIFTED VARIOUS PROMOTIONAL ITEMS SUCH AS TSHIRTS, ANNIVERSARY PINS, AND OTHER LOGO ITEMS TO MEMBERS, STEWARDS, AND RETIREES THROUGHOUT THE YEAR.THE TOTAL VALUE OF ITEMS GIFTED WAS $14,818.

Question 16: AS OF JULY 31, 2025 THE LOCAL HAS THREE AUTOMOBILES ENCUMBERED BY OUTSTANDING AUTOMOBILE LOANS WITH UNION YES CREDIT UNION AND WITH GM FINANCIAL. THE TERMS OF THE LOANS INCLUDE: FROM 1.9% TO 3% INTEREST RATE, 36 MONTH TERMS, WITH MONTHLY PAYMENTS OF $432 - $442. THE OUTSTANDING LOAN BALANCES AT 7/31/25 TOTALED $36,347. THE LOCAL'S BUILDING IS ENCUMBERED BY A MORTGAGE THROUGH WELLS FARGO HOME MORTGAGE. THE INITIAL COST OF THE BUILDING TOTALED $1,881,306. THE TERMS OF THE 15 YEAR MORTGAGE INCLUDE A 4.9% INTEREST RATE AND MONTHLY PAYMENTS OF $9,934. AS OF 7/31/25 THE OUTSTANDING BALANCE OF THE MORTGAGE WAS $466,915.

Schedule 9, Row1:

Schedule 9, Row2:

Schedule 9, Row3:

Schedule 9, Row4:

Schedule 13, Row1:ACTIVE MEMBERS ARE ACTIVELY WORKING WITHIN A COLLECTIVE BARGAINING UNIT OR OTHER UNIT OF EMPLOYEES REPRESENTED OR AFFILIATED WITH THE INTERNATIONAL OR LOCAL UNION.

Schedule 13, Row1:

General Information: SCHEDULE 6 FIXED ASSETS: VALUE: VALUE FOR THE LAND AND BUILDING LOCATED ON 6136 MISSION GORGE RD, SAN DIEGO CA 92120, IS REPORTED AT THE ORIGINAL COST. THEVALUE FOR BUILDING IMPROVEMENTS IS STATED AT COST. THE VALUES FOR THE AUTOMOBILES, OFFICE FURNITURE AND EQUIPMENT, AND OTHER ASSETS ARE STATED AT BOOK VALUE. . SCHEDULE 11&12: THE LOCAL PROVIDES AUTOMOBILES TO EXECUTIVE & REPRESENTATIONAL STAFF, WHICH ARE USED MORE THAN 50% OF THE TIME FOR OFFICIAL BUSINESS. DISBURSEMENTS RELATIVE TO THE VEHICLES ARE REPORTED IN COLUMN 11 AND 12 TO THE APPLICABLE PRIMARY DRIVER. PERSONAL USE IS TREATED AS A TAXABLE FRINGE BENEFIT TO THE INDIVIDUAL, AND REPORTED ACCORDINGLY ON THEIR W2S.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)