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
543-977
2. PERIOD COVERED
From01/01/2016
Through12/31/2016
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
TRANSIT UNION AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
 6. DESIGNATION NBR
1005
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name
MARK
 Last Name
LAWSON
P.O Box - Building and Room Number
Suite 345
Number and Street
312 CENTRAL AVENUE SE
City
MINNEAPOLIS
State
MN		 ZIP Code + 4
554141051


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:Mark A LawsonPRESIDENT71. SIGNED:Tommy L BellfieldTREASURER
Date:Feb 08, 2017Telephone Number:612-379-2914Date:Feb 08, 2017Telephone Number:612-379-2914
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 543-977
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?11/2017
20. How many members did the labor organization have at the end of the reporting period?2,466
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Feesn/apermonth50.2565.20
(b) Working Dues/Fees-per---
(c) Initiation Fees150.perone time--
(d) Transfer Fees-per---
(e) Work Permits-per---

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 543-977

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $1,945,231$2,137,682
23. Accounts Receivable1$0$0
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $0$0
26. Investments5$0$0
27. Fixed Assets6$0$0
28. Other Assets7$0$0
29. TOTAL ASSETS $1,945,231$2,137,682

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$0$0
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$0$0
34. TOTAL LIABILITIES $0$0
35. NET ASSETS$1,945,231$2,137,682
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 543-977

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $1,916,473
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $14,448
41. Dividends $0
42. Rents $0
43. Sale of Investments and Fixed Assets3$0
44. Loans Obtained9$0
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$11,489
49. TOTAL RECEIPTS $1,942,410
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$138,839
51. Political Activities and Lobbying16$46,723
52. Contributions, Gifts, and Grants17$32,079
53. General Overhead18$103,524
54. Union Administration19$802,146
55. Benefits20$0
56. Per Capita Tax $577,650
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$0
61. Loans Made2$0
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $0
65. Direct Taxes $51,847
  
66. Subtotal $1,752,808
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$181,804  
  67b. Less Total Disbursed$178,955  
  67c. Total Withheld But Not Disbursed $2,849
68. TOTAL DISBURSEMENTS $1,749,959
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 543-977

Entity or Individual Name
(A) 		Total Account Receivable
(B) 		90-180 Days
Past Due
(C) 		180+ Days
Past Due
(D) 		Liquidated Account
Receivable
(E)
Total of all itemized accounts receivable$0$0$0$0
Totals from all other accounts receivable    
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $0$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 543-977

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: 543-977

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$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 543-977

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$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 543-977

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: 543-977

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: 543-977

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 543-977

Entity or Individual Name
(A) 		Total Account
Payable
(B) 		90-180 Days
Past Due
(C) 		180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable$0$0$0$0
Total from all other accounts payable$0$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $0$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 543-977

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: 543-977

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 543-977

(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 		Lawson ,  Mark   A
President
C		$96,553$3,360$16,942$116,855
I
Schedule 15
Representational Activities 		30 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		55 %
A
B
C 		Maki-Green ,  Dorothy   M
Vice-Pres
C		$84,562$2,880$9,842$97,284
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		65 %
A
B
C 		Bellfield ,  Tommy   L
Financial Sec / Treasurer
C		$86,679$2,640$3,010$92,329
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		85 %
A
B
C 		Zapata ,  John   S
Rec Secr / Bus Agent
C		$85,322$2,880$2,517$90,719
I
Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		70 %
A
B
C 		Bier ,  Gary   A
Board member
C		$5,606$600$7,945$14,151
I
Schedule 15
Representational Activities 		15 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		85 %
A
B
C 		Butts ,  David   P
Board member
C		$7,826$600$7,945$16,371
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		95 %
A
B
C 		Dixon ,  Russell  
Board member
C		$9,937$600$7,945$18,482
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		50 %
A
B
C 		Dixon ,  Timothy   J
Board member
C		$9,123$600$7,945$17,668
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		80 %
A
B
C 		Feucht ,  Charles   R
Board member
C		$9,380$600$7,945$17,925
I
Schedule 15
Representational Activities 		15 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		85 %
A
B
C 		Hawthorne ,  John   G
Board member
C		$12,081$600$7,945$20,626
I
Schedule 15
Representational Activities 		35 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		65 %
A
B
C 		Hayne ,  Arthur   D
Board member
C		$6,266$600$7,945$14,811
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		90 %
A
B
C 		Jessee ,  Mark   A
Board member
C		$7,593$600$7,945$16,138
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		95 %
A
B
C 		Jones ,  Doni   S
Board member
C		$10,726$600$7,945$19,271
I
Schedule 15
Representational Activities 		15 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		85 %
A
B
C 		Laumeyer ,  Ronald   A
Board member
C		$6,664$600$7,945$15,209
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		95 %
A
B
C 		Raveling ,  Gordon   J
Board member
C		$9,349$600$7,945$17,894
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		95 %
A
B
C 		Rogers ,  David   E
Board member
C		$8,776$600$7,945$17,321
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		80 %
A
B
C 		Sprung ,  Terry   O
Board member
C		$3,395$600$7,945$11,940
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		95 %
A
B
C 		Stowe ,  Gregory   H
Board member
C		$8,655$600$7,945$17,200
I
Schedule 15
Representational Activities 		15 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		85 %
A
B
C 		Theisen ,  Jody   G
Board member
C		$6,073$600$7,945$14,618
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		95 %
A
B
C 		Timlin ,  Ryan   P
Board member
C		$6,375$600$7,945$14,920
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		90 %
Total Officer Disbursements$480,941$21,360$159,431$0$661,732
Less Deductions    $177,437
Net Disbursements    $484,295
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 543-977

(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
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$21,754$600$275$22,629
I Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
Total Employee Disbursements$21,754$600$275$0$22,629
Less Deductions    $4,367
Net Disbursements    $18,262
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 543-977

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 2,466 
Agency Fee Payers*0
Total Members/Fee Payers2,466 
*Agency Fee Payers are not considered members of the labor organization.
Bus operators (MT -1555, FT - 56)1,611Yes
Bus mechanics (MT -621, FT - 18)639Yes
Office personnel (dispatchers, payrol, etc196Yes
Union Executive Officers5Yes
Fairshare15No
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 543-977

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$11,089
2. Named Payer Non-itemized Receipts$0
3. All Other Receipts$400
4. Total Receipts$11,489
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$10,000
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$22,079
6. Total Disbursements$32,079
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$11,089
2. Named Payee Non-itemized Disbursements$0
3. To Officers$127,750
4. To Employees$0
5. All Other Disbursements
6. Total Disbursements$138,839
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$28,909
2. Named Payee Non-itemized Disbursements$48,293
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$26,322
6. Total Disbursements$103,524
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$41,273
4. To Employees$0
5. All Other Disbursements$5,450
6. Total Disbursements$46,723
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$131,447
2. Named Payee Non-itemized Disbursements$74,458
3. To Officers$492,710
4. To Employees$22,629
5. All Other Disbursements$80,902
6. Total Disbursements$802,146
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 543-977

Name and Address
(A)
Metropolitan Council

390 Robert Street
St Paul
MN
55101
Type or Classification
(B)
Expense reimbursement
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,089
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$11,089
Reimbursement of actuarial cost04/15/2016$11,089
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 543-977

Name and Address
(A)
Segal Consulting
Suite 870
3800 American Blvd W
Bloomington
MN
55431-4459
Type or Classification
(B)
Negotiations
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,089
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$11,089
Company pension actuarial study02/04/2016$5,703
Company pension actuarial study02/16/2016$5,386
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 543-977

Name and Address
(A)




-1
Type or Classification
(B)
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 543-977

Name and Address
(A)
MNA Strike Fund
Suite 200
345 Randolph Ave
St Paul
MN
55102-3610
Type or Classification
(B)
Donation
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Strike assistance09/21/2016$5,000
Name and Address
(A)
Transit for Livable Communities
Suite 403
2356 University Ave West
St Paul
MN
55114
Type or Classification
(B)
Donations
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution12/01/2016$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 543-977

Name and Address
(A)
Chase Printing

411 Broadway Stret
St Paul
MN
55101
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$13,464
Total of All Transactions with this Payee/Payer for This Schedule$13,464
Name and Address
(A)
Designer Sign Systems

9975 Flanders Court NE
Minneapolis
MN
55449-5927
Type or Classification
(B)
Office Expense - Logo
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,073
Total of All Transactions with this Payee/Payer for This Schedule$5,073
Name and Address
(A)
Gary W Paulson, CPA

4962 Black Spruce Tr NW
Hackensack
MN
56452
Type or Classification
(B)
Accounting & auditing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,775
Total Non-Itemized Transactions with this Payee/Payer$4,735
Total of All Transactions with this Payee/Payer for This Schedule$14,510
6 month audit, 990 tax and LM2 prep03/04/2016$9,775
Name and Address
(A)
Miller O'Brien Jensen, PA
One Financial Plaza, Suite
120 South 6th Street
Minneapolis
MN
55402
Type or Classification
(B)
Legal
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,794
Total Non-Itemized Transactions with this Payee/Payer$551
Total of All Transactions with this Payee/Payer for This Schedule$12,345
General legal02/04/2016$6,089
General legal11/30/2016$5,705
Name and Address
(A)
Union Insurance Group

2125 West Roscoe St
Chicago
IL
60618-6219
Type or Classification
(B)
Insurance & bonding
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,340
Total Non-Itemized Transactions with this Payee/Payer$5,568
Total of All Transactions with this Payee/Payer for This Schedule$12,908
2016 liabilty insurance01/13/2016$7,340
Name and Address
(A)
US Bank Equip Finance
790448

St Louis
MO
63179-0448
Type or Classification
(B)
Equipment & Copier
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$18,902
Total of All Transactions with this Payee/Payer for This Schedule$18,902
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 543-977

Name and Address
(A)
Chase Printing Company, Inc

411 Broadway Street
St Paul
MN
55101
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$14,806
Total of All Transactions with this Payee/Payer for This Schedule$14,806
Name and Address
(A)
Delta Airlines, Inc
20980
Dept 980
Atlanta
GA
30320-2980
Type or Classification
(B)
Travel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,106
Total Non-Itemized Transactions with this Payee/Payer$3,085
Total of All Transactions with this Payee/Payer for This Schedule$8,191
Air fare to Windsor and Toronto06/21/2016$5,106
Name and Address
(A)
Kennedy Graphics

1131 SE Century Dr
Lees Summit
MO
64081-3283
Type or Classification
(B)
Union Ware purchases
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,806
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,806
Lapel pins12/22/2016$5,806
Name and Address
(A)
Labor Temple Assoc RE Holdings
86
Northmarq SDS-12-2659
Minneapolis
MN
55486-0086
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$39,059
Total of All Transactions with this Payee/Payer for This Schedule$39,059
Name and Address
(A)
Miller O'Brien Jensen, PA
One Fincl Plaza, Suite 2400
120 South 6th Street
Minneapolis
MN
55402
Type or Classification
(B)
Arbitration
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$105,063
Total Non-Itemized Transactions with this Payee/Payer$11,970
Total of All Transactions with this Payee/Payer for This Schedule$117,033
Arbitration02/04/2016$8,582
Arbitration02/29/2016$7,950
Arbitration04/05/2016$6,537
Arbitration05/02/2016$8,476
Arbitration05/20/2016$6,056
Arbitration06/20/2016$17,085
Arbitration09/09/2016$8,297
Arbitration10/10/2016$17,237
Arbitration10/28/2016$16,783
Arbitration12/29/2016$8,060
Name and Address
(A)
Sheraton Toronto

123 Queen Street W
Toronto, Canada
00
M5H2M9 CA
Type or Classification
(B)
Travel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,464
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$8,464
ATU International convention10/28/2016$8,464
Name and Address
(A)
Union House, Inc

26796 Felton Avenue
Wyoming
MN
55092
Type or Classification
(B)
Union Apparel purchases
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,008
Total Non-Itemized Transactions with this Payee/Payer$5,538
Total of All Transactions with this Payee/Payer for This Schedule$12,546
Purple Polos09/19/2016$7,008
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 543-977

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 543-977


Question 11(b):

Question 11(b): : : : The Local had two six month audits (Jan thru June and July thru Dec 2016) performed by the independent auditor, Gary W Paulson, CPA.

Question 12: The Local had two six month audits (Jan thru June and July thru Dec 2016) performed by the independent auditor, Gary W Paulson, CPA.

Question 15: The Local maintains a revolving inventory of union apparel items (jackets, golf shirts, wind shirts, sweatshirts, and t-shirts). During 2016 the Local purchased an additional $18,035 worth of apparel items. The apparel is given away as door prizes at meetings and conferences and also as retiree and volunteer gifts. Inventory is used and replenished on an ongoing basis. The Local also purchased and gave away prizes and electronic equipment at their annual picnic valued at approximately $11,000.

Schedule 13, Row1:Bus operators pay full dues.

Schedule 13, Row2:Bus mechanics pay full dues.

Schedule 13, Row3:Office personnel pay full dues.

Schedule 13, Row4:Elected Union Officers from other areas - that work full time in the union or international office - pay full dues.

Schedule 13, Row5:Fair share employees from the above areas pay only "fair share" (85%) dues.

Schedule 13, Row5:Fair share employees are not members and thus have no voting rights.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)