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: 07-31-2019
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
543-920
2. PERIOD COVERED
From07/01/2015
Through06/30/2016
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
COMMUNICATIONS WORKERS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
 6. DESIGNATION NBR
9119
7. UNIT NAME (if any)
UPTE-CWA
8. MAILING ADDRESS (Type or print in capital letters)
First Name
SHANNA
 Last Name
VELA
P.O Box - Building and Room Number
SUITE 310
Number and Street
2855 TELEGRAPH AVE
City
BERKELEY
State
CA		 ZIP Code + 4
94705


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 V on penalties in the instructions.)
70. SIGNED:Jelger A KalmijnPRESIDENT71. SIGNED:Shanna m VelaTREASURER
Date:Sep 28, 2016Telephone Number:619-370-3753Date:Sep 28, 2016Telephone Number:510-612-5702
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 543-920
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?No
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?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?10/2017
20. How many members did the labor organization have at the end of the reporting period?8,584
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees1.3% GROSS WAGESperMONTHN/A$70
(b) Working Dues/Feesper
(c) Initiation Feesper
(d) Transfer Feesper
(e) Work Permitsper

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 543-920

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $1,113,275$1,786,842
23. Accounts Receivable1$609,046$648,688
24. Loans Receivable2$2,958$284
25. U.S. Treasury Securities $0$0
26. Investments5
27. Fixed Assets6$0
28. Other Assets7$28,391$35,391
29. TOTAL ASSETS $1,753,670$2,471,205

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$773,335$856,547
31. Loans Payable9$0
32. Mortgages Payable $0$0
33. Other Liabilities10$151,180$148,874
34. TOTAL LIABILITIES $924,515$1,005,421
35. NET ASSETS$829,155$1,465,784
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 543-920

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $7,857,225
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $1,031
41. Dividends $0
42. Rents $8,539
43. Sale of Investments and Fixed Assets3
44. Loans Obtained9
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$73,666
49. TOTAL RECEIPTS $7,940,461
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$2,091,156
51. Political Activities and Lobbying16$68,093
52. Contributions, Gifts, and Grants17$2,801
53. General Overhead18$1,041,400
54. Union Administration19$284,267
55. Benefits20$603,123
56. Per Capita Tax $2,997,813
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4
61. Loans Made2$543
62. Repayment of Loans Obtained9
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $312
65. Direct Taxes $190,260
  
66. Subtotal $7,279,768
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$641,818  
  67b. Less Total Disbursed$628,944  
  67c. Total Withheld But Not Disbursed $12,874
68. TOTAL DISBURSEMENTS $7,266,894
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 543-920

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$648,688   
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $648,688$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 543-920

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$2,958$543$0$3,217$284
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Name: Jelgar Kalmijn
Purpose: Overpaid Salary
Security: None
Terms of Repayment: $24 Per Pay Period
$2,958$543$0$3,217$284
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 543-920

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Gross Sales Price
(D) 		Amount Received
(E)
Total of all lines above$0$0$0$0
Less Reinvestments 
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales 
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 543-920

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$0$0$0
 Less Reinvestments 
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases 
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 543-920

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
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)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 543-920

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)$0 $0$0
B. Buildings (give location)$0$0$0$0
C. Automobiles and Other Vehicles
D. Office Furniture and Equipment
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $0$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 543-920

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $35,391
Deposits$35,391
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 543-920

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$856,547$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $856,547$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 543-920

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 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 543-920

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $148,874
Payroll Witholdings$12,874
Accrued Vacation$136,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 543-920

(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 		Kalmijn ,  Jelger  
President
C		$26,105$0$85,174$0$111,279
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		20 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		20 % Schedule 19
Administration 		20 %
A
B
C 		Colvin ,  Jeff  
Executive VP
C		$0$0$1,493$0$1,493
I
Schedule 15
Representational Activities 		60 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		40 %
A
B
C 		McDole ,  Jamie  
Vice President
C		$8,400$0$19,139$0$27,539
I
Schedule 15
Representational Activities 		60 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		40 %
A
B
C 		Vela ,  Shanna  
Local 12 Rep/Treasurer
N		$5,032$0$2,411$0$7,443
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Wilks ,  Elizabeth  
Treasurer
P		$8,555$0$100,307$0$108,862
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		50 % Schedule 19
Administration 		50 %
A
B
C 		Radke-Schmidt ,  Christine  
Secretary
C		$2,115$0$4,298$0$6,413
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Haller ,  Paul  
Local 1 Rep
P		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Gaerlan ,  Barbara  
Local 2 Rep
C		$0$0$2,370$0$2,370
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Johnston ,  Philip  
Local 3 Rep
C		$0$0$1,392$0$1,392
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Orr ,  Rodney  
Local 4 Rep
P		$84,678$0$6,647$0$91,325
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		40 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		20 %
A
B
C 		Crowley ,  Margaret  
Local 5 Rep
C		$9,639$0$2,534$0$12,173
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Chavez ,  Joaquin  
Local 6 Rep
C		$22,522$0$3,122$0$25,644
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Pavlik ,  Keith  
Local 7 Rep
C		$0$0$2,890$0$2,890
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Trinidad ,  Enrique  
Local 8 Rep
C		$0$0$1,351$0$1,351
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Stittiams ,  Sheila  
Local 9 Rep
C		$1,199$0$1,547$0$2,746
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Chung ,  Leah  
Local 10 Rep
P		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Buie ,  Esther  
Local 10 Rep
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Balke ,  Steve  
Local 11 Rep
C		$0$0$614$0$614
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		McCormick ,  Margaret  
Local 12 Rep
C		$4,057$0$127$0$4,184
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Nikkel ,  Donald  
Local 13 Rep
P		$0$0$130$0$130
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Haines ,  Darlene  
Local 13 Rep
N		$1,591$0$75$0$1,666
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 		Melsh ,  Robert  
Local 14 Rep
C		$0$0$40$0$40
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Rowley ,  Bill  
Local 184 Rep
P		$2,100$0$2,608$0$4,708
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Piceno ,  Yvette  
Local 184 Rep
N		$0$0$1,534$0$1,534
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 		Shiesler ,  Ken  
Local 1663 Rep
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Kermish ,  Lisa  
Retiree Rep
C		$43,160$0$15,778$0$58,938
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
Total Officer Disbursements$219,153$0$255,581$0$474,734
Less Deductions    $71,277
Net Disbursements    $403,457
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 543-920

(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 		Biegner ,  Joseph   F
LDC
None		$77,377$0$4,883$0$82,260
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 		Bragg ,  Michael   L
Accountant
None		$71,189$0$25$0$71,214
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 		Burke ,  Edward  
Systemwide Director
None		$61,632$0$2,616$0$64,248
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 		Castillo ,  Juan  
LDC
CWA		$69,120$0$77$0$69,197
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 		Clayton ,  Pieter  
LDC
CWA		$20,431$0$0$0$20,431
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 		Defazio-Hampton ,  Dianna   R
LDC
None		$66,436$0$0$0$66,436
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 		Dermand ,  John  
Member Staff
None		$15,086$0$2,348$0$17,434
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 		Dillon ,  Kathy  
Administrative
None		$39,492$0$1,347$0$40,839
I
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 		Espinosa ,  Richard  
LDC
None		$38,700$0$742$0$39,442
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 		Gallegos ,  Pauline   H
LDC
None		$73,350$0$2,583$0$75,933
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 		Goodall ,  Lou Sin   C
Administrative
None		$68,641$0$472$0$69,113
I
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 		Hines-Shaikh ,  Amy  
Legislative and Political
None		$13,847$0$0$0$13,847
I
Schedule 15
Representational Activities 		60 % Schedule 16
Political Activities and Lobbying 		40 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Jenkins ,  Sharon  
LDC
None		$14,802$0$259$0$15,061
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 		Jimenez ,  Jose  
LDC
None		$28,773$0$8,315$0$37,088
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 		Kahraman ,  Josif  
LDC
CWA		$19,466$0$890$0$20,356
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 		Kolze ,  Todd   M
LDC
None		$73,350$0$5,181$0$78,531
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 		Leo-Castillo ,  James  
LDC
None		$26,921$0$768$0$27,689
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 		Montano ,  Eileen   M
LDC
None		$34,560$0$1,136$0$35,696
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		25 % Schedule 19
Administration 		0 %
A
B
C 		Moreno ,  Sandy  
Administrative
None		$25,002$0$1,168$0$26,170
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		80 % Schedule 19
Administration 		0 %
A
B
C 		O'Neill ,  Cliff  
LDC
None		$73,350$0$2,341$0$75,691
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 		Oleksijew ,  Amy   B
Administrative
None		$62,840$0$198$0$63,038
I
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 		Orlofsky ,  Susan   J
LDC
None		$20,667$0$7,080$0$27,747
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 		Paradis ,  Susanne   V
Systemwide Director
None		$50,896$0$13,069$0$63,965
I
Schedule 15
Representational Activities 		30 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		40 % Schedule 19
Administration 		30 %
A
B
C 		Pearl ,  Jolie   D
LDC
None		$66,062$0$3,457$0$69,519
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 		Phillips ,  Lydia   L
LDC
None		$67,764$0$6,720$0$74,484
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 		Powe ,  Diane   E
LDC
None		$71,912$0$2,496$0$74,408
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 		Pszczola ,  Marcin  
LDC
None		$36,076$0$979$0$37,055
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 		Robinson ,  Lindsay  
Member staff
None		$13,787$0$695$0$14,482
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 		Rosenfield ,  Aaron   C
LDC
None		$73,350$0$1,993$0$75,343
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 		Sapp-Weaver ,  Zalika  
LDC
None		$67,488$0$793$0$68,281
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 		Schmidhauser ,  Steven  
LDC
CWA		$18,526$0$0$0$18,526
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 		Sikora ,  Lynn  
Member staff
None		$19,296$0$411$0$19,707
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 		Spencer ,  William   A
LDC
None		$34,709$0$1,339$0$36,048
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 		Stewart ,  Kimberly   Z
Administrative
None		$30,933$0$125$0$31,058
I
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 		Tait ,  Vanessa   M
Publications Coordinator
None		$38,243$0$0$0$38,243
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 		Thompson ,  Russell   W
Administrative
None		$21,279$0$494$0$21,773
I
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 		Thornton ,  Crystal   N
Administrative
None		$30,101$0$185$0$30,286
I
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 		Walsh ,  Thomas  
Administrative
None		$61,394$0$3,368$0$64,762
I
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 		Wu ,  Wendy  
Administrative
None		$12,739$0$345$0$13,084
I
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 		Zeigler ,  Satomi  
LDC
None		$39,308$0$3,634$0$42,942
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 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$81,547$0$44,066$0$125,613
I Schedule 15
Representational Activities 		94 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		3 % Schedule 19
Administration 		0 %
Total Employee Disbursements$1,830,442$0$126,598$0$1,957,040
Less Deductions    $570,541
Net Disbursements    $1,386,499
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 543-920

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 8,584 
Agency Fee Payers*4,907
Total Members/Fee Payers13,491 
*Agency Fee Payers are not considered members of the labor organization.
Health Care2,834Yes
Research2,426Yes
Technical1,737Yes
Lawrence Berkeley National Lab201Yes
Administrative Professionals392Yes
Los Alamos National Lab59Yes
Lawrence Livermore National Labs243Yes
Associate Faculty692Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 543-920

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$40,411
2. Named Payer Non-itemized Receipts$23,735
3. All Other Receipts$9,520
4. Total Receipts$73,666
     
     
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$2,801
6. Total Disbursements$2,801
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$156,061
2. Named Payee Non-itemized Disbursements$88,921
3. To Officers$120,570
4. To Employees$1,592,897
5. All Other Disbursements$132,707
6. Total Disbursements$2,091,156
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$180,492
2. Named Payee Non-itemized Disbursements$344,662
3. To Officers$76,687
4. To Employees$335,649
5. All Other Disbursements$103,910
6. Total Disbursements$1,041,400
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$58,786
4. To Employees$9,307
5. All Other Disbursements
6. Total Disbursements$68,093
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$12,310
3. To Officers$218,693
4. To Employees$19,190
5. All Other Disbursements$34,074
6. Total Disbursements$284,267
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 543-920

Name and Address
(A)
Communications Workers of America

501 Third Street, N.W.
Washington DC,
DC
Type or Classification
(B)
Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$31,011
Total Non-Itemized Transactions with this Payee/Payer$22,071
Total of All Transactions with this Payee/Payer for This Schedule$53,082
Greivance Arbitration Reimbursement03/09/2016$12,897
Greivance Arbitration Reimbursement11/30/2015$18,114
Name and Address
(A)
State Compensation Insurance Fund

5880 Owens Drive
Pleasanton
CA
94588
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,400
Total Non-Itemized Transactions with this Payee/Payer$1,664
Total of All Transactions with this Payee/Payer for This Schedule$11,064
Workers Compensation Refund03/09/2016$9,400
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 543-920

Name and Address
(A)
Alliance Graphics
Suite 100
1101 8th Street
Berkeley
CA
94710
Type or Classification
(B)
Printing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,166
Total Non-Itemized Transactions with this Payee/Payer$11,942
Total of All Transactions with this Payee/Payer for This Schedule$24,108
Printing10/09/2015$5,582
Printing09/24/2015$6,584
Name and Address
(A)
American Arbitration Association

6795 North Palm Ave
Fresno
CA
93704
Type or Classification
(B)
Arbitration Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,390
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,390
Arbitration01/21/2016$5,390
Name and Address
(A)
Autumn Press

945 Camelia Street
Berkeley
CA
94710
Type or Classification
(B)
Printing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$15,906
Total of All Transactions with this Payee/Payer for This Schedule$15,906
Name and Address
(A)
CWA Local 9509

7548 Trade St
San Diego
CA
92121
Type or Classification
(B)
Labor organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,871
Total of All Transactions with this Payee/Payer for This Schedule$5,871
Name and Address
(A)
Dos Coyotes

1411 W. Covell Boulevard
Davis
CA
95616
Type or Classification
(B)
Restaurant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,808
Total of All Transactions with this Payee/Payer for This Schedule$5,808
Name and Address
(A)
Katherine J. Thomson

3060 El Cerrito Plaza
El Cerrito
CA
94530
Type or Classification
(B)
Arbitration Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,625
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,625
Arbitration11/20/2015$5,625
Name and Address
(A)
Leonard Carder, LLP
Suite 201
1188 Franklin Street
San Francisco
CA
94109
Type or Classification
(B)
Attorney
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,102
Total Non-Itemized Transactions with this Payee/Payer$39,223
Total of All Transactions with this Payee/Payer for This Schedule$53,325
Legal fees09/18/2015$14,102
Name and Address
(A)
U.C. Regents - Davis

One Shields Ave
Davis
CA
95616
Type or Classification
(B)
UC Salary Reimbursement
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,118
Total Non-Itemized Transactions with this Payee/Payer$8,171
Total of All Transactions with this Payee/Payer for This Schedule$20,289
Salary Reimbursement09/24/2015$12,118
Name and Address
(A)
U.C. Regents - San Diego

200 West Arbor Drive
San Diego
CA
92103
Type or Classification
(B)
UC Salary Reimbursement
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$93,460
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$93,460
Salary Reimbursement07/29/2015$7,660
Salary Reimbursement09/16/2015$7,660
Salary Reimbursement09/24/2015$7,669
Salary Reimbursement10/30/2015$7,669
Salary Reimbursement11/30/2015$7,669
Salary Reimbursement12/18/2015$7,864
Salary Reimbursement01/21/2016$7,864
Salary Reimbursement02/29/2016$7,881
Salary Reimbursement03/31/2016$7,881
Salary Reimbursement04/28/2016$7,881
Salary Reimbursement05/26/2016$7,881
Salary Reimbursement06/30/2016$7,881
Name and Address
(A)
US Postmaster - Oakland
Room 120
1675 7th Street
Oakland
CA
94615
Type or Classification
(B)
Postage
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,000
Total Non-Itemized Transactions with this Payee/Payer$2,000
Total of All Transactions with this Payee/Payer for This Schedule$8,000
Postage04/29/2016$6,000
Name and Address
(A)
William E. Riker

15 Santa Paula Ave
San Francisco
CA
94127
Type or Classification
(B)
Arbitration Services
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
Arbitration01/21/2016$7,200
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 543-920

There was no data found for this schedule.

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 543-920

There was no data found for this schedule.

SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 543-920

Name and Address
(A)




-1
Type or Classification
(B)
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$0
Name and Address
(A)
3848 Campus, L.P.

3848 Campus Drive
Newport Beach
CA
92660
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,318
Total of All Transactions with this Payee/Payer for This Schedule$7,318
Name and Address
(A)
AT&T
5025

CAROL STREAM
IL
60197
Type or Classification
(B)
Phone
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$41,580
Total of All Transactions with this Payee/Payer for This Schedule$41,580
Name and Address
(A)
AT&T Mobility
6463

CAROL STREAM
IL
60197
Type or Classification
(B)
Phone
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$28,228
Total of All Transactions with this Payee/Payer for This Schedule$28,228
Name and Address
(A)
Autumn Press

945 Camelia Street
Berkeley
CA
94710
Type or Classification
(B)
Printer
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$27,550
Total of All Transactions with this Payee/Payer for This Schedule$27,550
Name and Address
(A)
Comcast
34744

Seattle
WA
98124
Type or Classification
(B)
Internet
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,353
Total of All Transactions with this Payee/Payer for This Schedule$5,353
Name and Address
(A)
Crown Office Building


Livermore
CA
94551
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,938
Total of All Transactions with this Payee/Payer for This Schedule$8,938
Name and Address
(A)
Eastgate Miramar Associates

5820 Miramar Rd
San Diego
CA
92121
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,860
Total of All Transactions with this Payee/Payer for This Schedule$8,860
Name and Address
(A)
Eberts & Harrison, Inc.

10630 Little Patuxent Pkwy
Columbia
MD
21044
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,180
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$6,180
Insurance11/20/2015$6,180
Name and Address
(A)
Elliot Busch - Wheaton

1314 67th St
Berkeley
CA
94702
Type or Classification
(B)
Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,175
Total of All Transactions with this Payee/Payer for This Schedule$6,175
Name and Address
(A)
Great America Leasing Corporation
660831

Dallas
TX
75266
Type or Classification
(B)
Equipment Lease
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,694
Total of All Transactions with this Payee/Payer for This Schedule$7,694
Name and Address
(A)
Greater Santa Cruz Federation Of Teacher
Suite 11
501 Mission Street
Santa Cruz
CA
95060
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,400
Total of All Transactions with this Payee/Payer for This Schedule$5,400
Name and Address
(A)
Initiative Computing

6422 Irwin Court
Oakland
CA
94609
Type or Classification
(B)
Computer Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,550
Total of All Transactions with this Payee/Payer for This Schedule$12,550
Name and Address
(A)
Jim Wong
320493

San Francisco
CA
94132
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$15,556
Total of All Transactions with this Payee/Payer for This Schedule$15,556
Name and Address
(A)
Lindquist LLP
Suite 400
5000 Executive Parkway
San Ramon
CA
94583-4346
Type or Classification
(B)
Accounting/Auditing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$50,460
Total Non-Itemized Transactions with this Payee/Payer$2,300
Total of All Transactions with this Payee/Payer for This Schedule$52,760
Audit fees09/24/2015$14,000
Audit fees10/30/2015$7,000
Audit fees11/30/2015$7,000
Audit fees12/18/2015$8,460
Audit fees01/21/2016$7,000
Audit fees02/29/2016$7,000
Name and Address
(A)
Martin V Murphy

3257 Octavia Street
San Francisco
CA
94123
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$18,370
Total of All Transactions with this Payee/Payer for This Schedule$18,370
Name and Address
(A)
State Compensation Insurance Fund
9102

Pleasanton
CA
94566-9102
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,294
Total Non-Itemized Transactions with this Payee/Payer$36,484
Total of All Transactions with this Payee/Payer for This Schedule$46,778
Insurance06/01/2016$5,147
Insurance06/13/2016$5,147
Name and Address
(A)
State Farm
680001

Dallas
TX
75368
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,229
Total Non-Itemized Transactions with this Payee/Payer$3,145
Total of All Transactions with this Payee/Payer for This Schedule$8,374
Insurance03/07/2016$5,229
Name and Address
(A)
STG 2855 Telegraph, LLC
Suite 101
1304 Southpoint Blvd
Petaluma
CA
94954
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$108,329
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$108,329
Rent07/21/2015$8,790
Rent08/25/2015$9,049
Rent09/24/2015$9,049
Rent10/23/2015$9,049
Rent11/30/2015$9,049
Rent12/24/2015$9,049
Rent01/22/2016$9,049
Rent02/23/2016$9,049
Rent03/24/2016$9,049
Rent05/24/2016$9,049
Rent06/27/2016$9,049
Rent04/25/2016$9,049
Name and Address
(A)
The Burchill/Sakai Family Trust

2229 Butte Place
Davis
CA
95616
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$26,340
Total of All Transactions with this Payee/Payer for This Schedule$26,340
Name and Address
(A)
US Postmaster - Oakland

1675 7th St
Oakland
CA
94615
Type or Classification
(B)
Postage
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,115
Total of All Transactions with this Payee/Payer for This Schedule$5,115
Name and Address
(A)
Verizon
4001

Inglewood
CA
90313
Type or Classification
(B)
Telephone
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,286
Total of All Transactions with this Payee/Payer for This Schedule$7,286
Name and Address
(A)
WestVill Ltd, L.P.
691007

West Hollywood
CA
90069
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$57,402
Total of All Transactions with this Payee/Payer for This Schedule$57,402
Name and Address
(A)
Wolf and Associates

900 Embarcadero Del Mar
Santa Barbara
CA
93101
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$13,018
Total of All Transactions with this Payee/Payer for This Schedule$13,018
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 543-920

Name and Address
(A)
Survey & Ballot Systems, Inc

7653 Anagram Dr
Eden Prairie
MN
55344
Type or Classification
(B)
Ballot Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,810
Total of All Transactions with this Payee/Payer for This Schedule$5,810
Name and Address
(A)
US Postmaster - Oakland
120
1675 7th St
Oakland
CA
94615
Type or Classification
(B)
Postage
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,500
Total of All Transactions with this Payee/Payer for This Schedule$6,500
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 543-920

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$603,123
Health BenefitsAnthem Blue Cross$134,959
Health BenefitsKaiser$260,364
Dental BenefitsHealth Care Dental Trust$27,942
Life Insurance BenefitsThe Standard$7,606
Vision BenefitsVision Service Plan$7,293
Defined Contribution Retirement PlanCWA Savings Defined Contributions$32,855
Defined Benefit Pension PlanCWA/ITU Negotiated Pension Plan$132,104
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 543-920


Question 15: THE LOCAL DISPOSED FURNITURE AND EQUIPMENT WITH A COST OF $515 AND A BOOK VALUE OF $0.

Question 11(b):

Question 11(b): : : THE UPTE-CWA RETIRED MEMBERS CHAPTER 9119 IS A WHOLLY OWNED SUBSIDIARY ORGANIZATION. RETIRED MEMBERS OF THE LOCAL CAN PARTICIPATE IN THE UPTE-CWA RETIRED MEMBERS CHAPTER 9119. THE FINANCIAL INFORMATION OF THE UPTE-CWA RETIRED MEMBERS CHAPTER 9119 IS INCLUDED IN THE LOCAL'S LM-2 FILING.

Question 12: AN AUDIT WAS PERFORMED BY AN OUTSIDE ACCOUNTING FIRM, LINDQUIST LLP.

Schedule 2, Row1:AS A RESULT OF A PRIOR PAYROLL ERROR, A LOAN WAS RECEIVABLE FROM JELGER KALMIJN, AN OFFICER, WHICH WAS REPAID BY PAYROLL DEDUCTION AT $267 PER PAY PERIOD. THIS LOAN RECEIVABLE WAS REPAID IN FULL BY DECEMBER 31, 2015. AS A RESULT OF AN ADDITIONAL PAYROLL ERROR DURING YEAR ENDED JUNE 30, 2016, THE OFFICER WAS ERRONEOUSLY OVERPAID FOR SEVEN PAY PERIODS RESULTING IN A LOAN RECEIVABLE BALANCE OF $543 WHICH IS BEING REPAID BY PAYROLL DEDUCTION AT $24 PER PAY PERIOD. THE OUTSTANDING BALANCE AS OF JUNE 30, 2016 IS $284.

Schedule 13, Row1:HEALTH CARE MEMBERS PAY A FULL DUES RATE.

Schedule 13, Row2:RESEARCH MEMBERS PAY A FULL DUES RATE.

Schedule 13, Row3:TECHNICAL MEMBERS PAY A FULL DUES RATE.

Schedule 13, Row4:LAWRENCE BERKELEY NATIONAL LAB MEMBERS PAY A FULL DUES RATE.

Schedule 13, Row5:ADMINISTRATIVE PROFESSIONALS MEMBERS PAY A REDUCED RATE OF $22.

Schedule 13, Row7:LAWRENCE LIVERMORE NATIONAL LAB MEMBERS PAY A REDUCED RATE OF $25.

Schedule 13, Row6:LOS ALAMOS NATIONAL LAB MEMBERS PAY A REDUCED RATE OF $20.

Schedule 13, Row8:ASSOCIATE FACULTY MEMBERS PAY A FULL DUES RATE.SCHEDULE 11: DURING THE YEAR, LEAH CHUNG AND ESTHER BUIE ROTATED AS THE LOCAL 10 REPRESENTATIVE. ESTHER BUIE WAS THE REPRESENTATIVE AT THE END OF THE YEAR. THEREFORE, LEAH CHUNG IS REPORTED AS A PAST OFFICER. ESTHER BUIE IS LISTED AS THE CURRENT OFFICER. DURING THE YEAR, ELECTIONS WERE HELD AND SHANNA VELA CHANGED POSITIONS FROM LOCAL 12 REP TO TREASURER. SCHEDULE 11 AND 12, COLUMN F: THE LOCAL HAS A POLICY PROHIBITING THE USE OF CORPORATE CREDIT CARDS. AS A RESULT, NUMEROUS UNION EXPENSES, INCLUDING AIRFARE, LODGING AND FOOD FOR MANY EVENTS, ARE PAID THROUGH THE USE OF PERSONAL CREDIT CARDS AND THE EXPENSES ARE LATER REIMBURSED DIRECTLY TO THOSE INDIVIDUALS. IT IS ALSO COMMON PRACTICE FOR CERTAIN OFFICERS AND EMPLOYEES TO PAY FOR UNION-RELATED TRAVEL AND LODGING EXPENSES ON BEHALF OF OTHER UNION OFFICERS AND EMPLOYEES AND THESE AMOUNTS ARE REPORTED ON SCHEDULES 11 AND 12, COLUMN F. SCHEDULE 15: THERE IS AN ARRANGEMENT BETWEEN THE LOCAL AND THE UNIVERSITY OF CALIFORNIA WHEREBY CERTAIN EMPLOYEES AND OFFICERS (LEASED EMPLOYEES) WORK A PERCENTAGE OF TIME FOR THE LOCAL AND A PERCENTAGE OF TIME FOR THE UNIVERSITY OF CALIFORNIA. THE UNIVERSITY OF CALIFORNIA PAYS SALARIES AND BENEFITS TO THE LEASED EMPLOYEES AND INVOICES THE LOCAL BASED ON THE PERCENT OF TIME THE LEASED EMPLOYEE WORKED FOR THE LOCAL. THESE AMOUNTS HAVE BEEN REPORTED ON SCHEDULE 15 AS UC SALARY REIMBURSEMENTS.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)