U.S. Department of Labor
Office of Labor-Management Standards
Washington, DC 20210
FORM LM-3 LABOR ORGANIZATION ANNUAL REPORT
Form Approved
Office of Management and Budget
No.
1245-0003
Expires:
01-31-2025
FOR USE ONLY BY LABOR ORGANIZATIONS WITH LESS THAN $250,000 IN TOTAL ANNUAL RECEIPTS
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
543-844
2. PERIOD COVERED
From
01/01/2022
Through
12/31/2022
3.
(a) AMENDED - Is this an amended report:
No
(b) HARDSHIP - Filed
under the hardship procedures:
No
(c) TERMINAL - Is this a terminal report:
Yes
4. AFFILIATION OR ORGANIZATION NAME
STATE COUNTY AND MUNI EMPLS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
6. DESIGNATION NBR
132
7. UNIT NAME (if any)
COUNCIL 75
8. MAILING ADDRESS (Type or print in capital letters)
First Name
ANNELIESE
Last Name
SHEAHAN
P.O Box - Building and Room Number
Number and Street
1400 TANDEM AVE. NE
City
SALEM
State
OR
ZIP Code + 4
97301
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.)
57. SIGNED:
Lisa M Duffield
PRESIDENT
58. SIGNED:
Anneliese Sheahan
TREASURER
Date:
Dec 15, 2023
Contact Info:
503-642-3343
Date:
Dec 15, 2023
Contact Info:
503-371-2420
Form LM-3 (Revised 2016)
FILE NUMBER:
543-844
During the Reporting Period Did Your Organization:
10. Have a "subsidiary organization" as defined in Section X of the instructions?
No
11. Create or participate in the administration of a trust or other fund or organization which provides benefits for members or their beneficiaries?
Yes
12. Have a Political Action Committee (PAC) fund?
No
13. Acquire or dispose of any goods or property in any manner other than purchase or sale?
No
14. Have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?
Yes
15. Discover any loss or shortage of funds or other property? (Answer "Yes" even if there has been repayment or recovery.)
No
16.Have any officer who was paid $10,000 or more by your organization and also received $10,000 or more as an officer or employee of another labor organization or of an employee benefit plan?
No
17. Pay any employee salary, allowances, and other expenses which, together with any payments from affiliates, totaled more than $10,000?
No
18. Have loans totaling more than $250 to any officer, employee, or member, or make any loans to a business enterprise?
No
19. How many members did your organization have at the end of the reporting period?
2,100
20. What is the maximum amount recoverable under your organization's fidelity bond for a loss caused by any officer or employee of your organization?
$500,000
21. During the reporting period, did your 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
22. What is the date of the labor organization's next regular election of officers?
04/2024
23. 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
35.00
per
MONTH
35.00
35.00
(b) Initiation Fees
0
per
YEAR
(c) Transfer Fees
0
per
YEAR
(d) Work Permits
0
per
YEAR
Form LM-3 (Revised 2016)
24. ALL OFFICERS AND DISBURSEMENTS TO OFFICERS
FILE NUMBER:
543-844
(A) Name (List all persons who held office during the reporting period even if they received no salary or other disbursements)
Gross Salary (before taxes and other deductions)
(D)
Allowances and Other Disbursements
(E)
TOTAL
(F)
(B) Title (Enter title of officer, such as PRESIDENT or TREASURER)
(C) Status *
Total Disbursements to Officers
$0
$0
$0
Less Deductions
$0
The Total from Net Disbursements will be entered in Item 45
Net Disbursements
$0
** Code (C) Status: past officer - P; continuing officer - C; new officer during the reporting period - N.
(If any officer was not elected at a regular election in accordance with your organzation's constitution and bylaws, explain in Item 56.)
DUFFIED
LISA
$0
PRESIDENT
C
SHEAHAN
ANNELIESE
$0
TREASURER
C
LAMET
RACHEL
$0
SECRETARY
C
OLDRIDGE
AMBER
$0
2ND VP
C
VELASCO
SABI
$0
1ST VP
C
ALDIS
SHANNA
$0
REGIONAL DIRECTOR
C
RULEY
RIONNA
$0
REGIONAL DIRECTOR
C
SANZ
ALI
$0
REGIONAL DIRECTOR
C
WOLCHESKY
ORIANA
$0
REGIONAL DIRECTOR
C
RIVERA
ANA
$0
REGIONAL DIRECTOR
C
Form LM-3 (Revised 2016)
STATEMENT A - ASSETS AND LIABILITIES
FILE NUMBER:
543-844
ASSETS
Start of Reporting Period
(A)
End of Reporting Period
(B)
25. Cash
$123,984
$123,984
26. Loans Receivable
$0
$0
27. U.S. Treasury Securities
$0
$0
28. Investments
$0
$0
29. Fixed Assets
$0
$0
30. Other Assets
$0
$0
31. TOTAL ASSETS
$123,984
$123,984
LIABILITIES
Start of Reporting Period
(C)
End of Reporting Period
(D)
32. Accounts Payable
$0
$0
33. Loans Payable
$0
$0
34. Mortgages Payable
$0
$0
35. Other Liabilities
$0
$0
36. TOTAL LIABILITIES
$0
$0
37. NET ASSETS
$123,984
$123,984
STATEMENT B - RECEIPTS AND DISBURSEMENTS
CASH RECEIPTS
AMOUNT
38. Dues
$0
39. Per Capita Tax
$0
40. Fees, Fines, Assessments, Work Permits
$0
41. Interest and Dividends
$0
42. Sale of Investments and Fixed Assets
$0
43. Other Receipts
$0
44. TOTAL RECEIPTS
$0
If total receipts reported in Item 44 are $250,000 or more, your organization must file Form LM-2 instead of this form.
CASH DISBURSEMENTS
AMOUNT
45. To Officers (from item 24)
$0
46. To Employees (less deductions)
$0
47. Per Capita Tax
$0
48. Office and Administrative Expense
$0
49. Professional Fees
$0
50. Benefits
$0
51. Contributions, Gifts, and Grants
$0
52. Purchase of Investments and Fixed Assets
$0
53. Loans Made
$0
54. Other Disbursements
$0
55. TOTAL DISBURSEMENTS
$0
Form LM-3 (Revised 2016)
56. ADDITIONAL INFORMATION SUMMARY
FILE NUMBER:
543-844
Item 3 Terminal: Local union is and always has been 100% public sector under Oregon law. Sent all of this to OLMS already.
Question 11: : : : : : : : : : : : : : : : : : STATE FUNDED HEALTHIEST YOU ACCOUNT FOR ALL BARGAINING UNIT MEMBERS