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
001-459
2.
PERIOD COVERED
From
01/01/2016
Through
12/31/2016
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
TEAMSTERS
5. DESIGNATION (Local, Lodge, etc.)
JOINT COUNCIL
6. DESIGNATION NBR
28
7. UNIT NAME (if any)
8. MAILING ADDRESS (Type or print in capital
letters)
First Name
RICHARD
Last Name
HICKS
P.O Box - Building and Room Number
SUITE 301
Number and Street
14675 INTERURBAN AVE. S.
City
TUKWILA
State
WA
ZIP Code + 4
98168
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:
Richard D Hicks
PRESIDENT
71. SIGNED:
STEVEN C CHANDLER
TREASURER
Date:
Mar 27, 2017
Telephone
Number:
206-441-6060
Date:
Mar 24, 2017
Telephone
Number:
425-252-3800
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21
FILE NUMBER:
001-459
10. During the reporting period did the labor
organization create or participate in the administration of
a trust or a fund or organization, as defined in the
instructions, which provides benefits for members or
beneficiaries?
Yes
11(a). During the reporting period did the
labor organization have a political action committee (PAC)
fund?
Yes
11(b). During the reporting period did the
labor organization have a subsidiary organization as
defined in Section X of these Instructions?
No
12. During the reporting period did the labor
organization have an audit or review of its books and
records by an outside accountant or by a parent body
auditor/representative?
Yes
13. During the reporting period did the labor
organization discover any loss or shortage of funds or
other assets? (Answer "Yes" even if there has
been repayment or recovery.)
No
14. What is the maximum amount recoverable
under the labor organization's fidelity bond for a
loss caused by any officer, employee or agent of the labor
organization who handled union funds?
$250,000
15. During the reporting period did the labor
organization acquire or dispose of any assets in a manner
other than purchase or sale?
No
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?
Yes
19. What is the date of the labor
organization's next regular election of officers?
05/2018
20. How many members did the labor organization
have at the end of the reporting period?
21. What are the labor organization's rates of dues
and fees?
Rates of Dues and Fees
Dues/Fees
Amount
Unit
Minimum
Maximum
(a) Regular Dues/Fees
N/A
per
N/A
N/A
N/A
(b) Working Dues/Fees
N/A
per
N/A
N/A
N/A
(c) Initiation Fees
N/A
per
N/A
N/A
N/A
(d) Transfer Fees
N/A
per
N/A
N/A
N/A
(e) Work Permits
N/A
per
N/A
N/A
N/A
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS
AND LIABILITIES
FILE NUMBER:
001-459
ASSETS
ASSETS
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash
$923,781
$953,700
23. Accounts Receivable
1
$0
24. Loans Receivable
2
25. U.S. Treasury
Securities
$0
$0
26. Investments
5
27. Fixed Assets
6
$0
$0
28. Other Assets
7
29.
TOTAL ASSETS
$923,781
$953,700
LIABILITIES
LIABILITIES
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable
8
31. Loans Payable
9
32. Mortgages Payable
$0
$0
33. Other Liabilities
10
34. TOTAL
LIABILITIES
$0
$0
35. NET
ASSETS
$923,781
$953,700
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B -
RECEIPTS AND DISBURSEMENTS
FILE NUMBER:
001-459
CASH
RECEIPTS
SCH
AMOUNT
36. Dues and Agency Fees
$0
37. Per Capita Tax
$1,021,227
38. Fees, Fines,
Assessments, Work Permits
$0
39. Sale of Supplies
$0
40. Interest
$1,180
41. Dividends
$0
42. Rents
$0
43. Sale of Investments
and Fixed Assets
3
44. Loans Obtained
9
45. Repayments of Loans
Made
2
46. On Behalf of
Affiliates for Transmittal to Them
$0
47. From Members for
Disbursement on Their Behalf
$0
48. Other Receipts
14
$356,699
49. TOTAL RECEIPTS
$1,379,106
CASH DISBURSEMENTS
SCH
AMOUNT
50.
Representational Activities
15
$462,115
51.
Political Activities and Lobbying
16
$226,048
52.
Contributions, Gifts, and Grants
17
$23,322
53. General
Overhead
18
$335,260
54. Union
Administration
19
$66,685
55. Benefits
20
$189,369
56. Per
Capita Tax
$0
57. Strike
Benefits
$0
58. Fees,
Fines, Assessments, etc.
$0
59. Supplies
for Resale
$0
60. Purchase
of Investments and Fixed Assets
4
61. Loans
Made
2
62.
Repayment of Loans Obtained
9
63. To
Affiliates of Funds Collected on Their Behalf
$0
64. On
Behalf of Individual Members
$0
65. Direct
Taxes
$46,388
66. Subtotal
$1,349,187
67.
Withholding Taxes and Payroll Deductions
67a. Total
Withheld
$140,890
67b. Less Total
Disbursed
$140,890
67c.
Total Withheld But Not Disbursed
68.
TOTAL DISBURSEMENTS
$1,349,187
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS
RECEIVABLE AGING SCHEDULE
FILE NUMBER:
001-459
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:
001-459
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 61
Item 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:
001-459
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:
001-459
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:
001-459
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:
001-459
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
$22,660
$22,660
$0
$0
E.
Other Fixed Assets
$51,435
$51,435
$0
$0
F. Totals of Lines A through E
(Column(D) Total will be automatically entered in Item
27, Column(B))
$74,095
$74,095
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER
ASSETS
FILE NUMBER:
001-459
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:
001-459
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:
001-459
Source of Loans Payable at Any
Time During the Reporting Period
(A)
Loans Owed at
Start of Period
(B)
Loans Obtained
During Period
(C)
Repayment
During Period
Cash
(D)(1)
Repayment
During Period
Other Than Cash
(D)(2)
Loans Owed at
End of Period
(E)
Total Loans Payable
$0
$0
$0
$0
$0
Totals will be automatically entered in...
Item 31
Column (C)
Item 44
Item 62
Item 69
with Explanation
Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER
LIABILITIES
FILE NUMBER:
001-459
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:
001-459
(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
Hicks
,
Richard
D President C
$43,361
$0
$827
$44,188
I
Schedule 15
Representational Activities
99
%
Schedule 16
Political Activities and Lobbying
1
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
Emrick
,
John
Vice-President C
$9,150
$0
$256
$9,406
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
Chandler
,
Steven
C Secretary-Treasurer C
$9,150
$0
$189
$9,339
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
Sullivan
,
Scott
A Recording Secretary C
$8,450
$0
$307
$8,757
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
O'Neil
,
Darren
L Trustee C
$8,450
$3,300
$284
$12,034
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
Boyles
,
Richard
A Trustee C
$8,450
$0
$186
$8,636
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
Crouch
,
Leonard
Trustee C
$8,450
$0
$403
$8,853
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
$95,461
$3,300
$2,452
$0
$101,213
Less Deductions
$21,394
Net
Disbursements
$79,819
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 -
DISBURSEMENTS TO EMPLOYEES
FILE NUMBER:
001-459
(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
Beranbaum
,
Michael
E Organizing Director None
$64,560
$0
$502
$65,062
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
Hassani
,
Glory
M Administrative Assistant None
$67,845
$0
$67,845
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
Howard
,
Mary
O Administrative Assistant None
$98,507
$0
$98,507
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
McDowell
,
Diana
L Executive Secretary None
$77,571
$0
$664
$78,235
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
95
%
Schedule 19
Administration
0
%
A
B
C
Storaasli
,
David
B Political Coordinator None
$18,286
$0
$355
$18,641
I
Schedule 15
Representational Activities
20
%
Schedule 16
Political Activities and Lobbying
80
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
Wilson-Codega
,
Lily
M Political Action Director None
$103,821
$0
$1,431
$105,252
I
Schedule 15
Representational Activities
68
%
Schedule 16
Political Activities and Lobbying
32
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
TOTALS RECEIVED
BY EMPLOYEES MAKING $10,000 OR LESS
$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
Total
Employee Disbursements
$430,590
$0
$2,952
$0
$433,542
Less
Deductions
$119,496
Net Disbursements
$314,046
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 -
MEMBERSHIP STATUS
FILE NUMBER:
001-459
Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members
(Total of all lines above)
0
Agency Fee Payers*
Total Members/Fee Payers
0
*Agency Fee Payers are
not considered members of the labor organization.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE
- SCHEDULES 14 THROUGH 19
FILE NUMBER:
001-459
SCHEDULE 14 OTHER RECEIPTS
1. Named Payer
Itemized Receipts
$291,530
2. Named Payer
Non-itemized Receipts
$45,676
3. All Other Receipts
$19,493
4. Total
Receipts
$356,699
SCHEDULE 17 CONTRIBUTIONS,
GIFTS & GRANTS
1. Named Payee
Itemized Disbursements
$5,000
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$0
4. To Employees
$0
5. All Other
Disbursements
$18,322
6. Total
Disbursements
$23,322
SCHEDULE 15 REPRESENTATIONAL
ACTIVITIES
1. Named Payee
Itemized Disbursements
$182,005
2. Named Payee
Non-itemized Disbursements
$40,825
3. To Officers
$43,746
4. To Employees
$140,361
5. All Other
Disbursements
$55,178
6. Total
Disbursements
$462,115
SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee
Itemized Disbursements
$6,482
2. Named Payee
Non-itemized Disbursements
$68,902
3. To Officers
$0
4. To Employees
$240,675
5. All Other
Disbursements
$19,201
6. Total
Disbursements
$335,260
SCHEDULE 16 POLITICAL
ACTIVITIES AND LOBBYING
1. Named Payee
Itemized Disbursements
$171,750
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$442
4. To Employees
$52,506
5. All Other
Disbursements
$1,350
6. Total
Disbursements
$226,048
SCHEDULE 19 UNION
ADMINISTRATION
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$57,025
4. To Employees
$0
5. All Other
Disbursements
$9,660
6. Total
Disbursements
$66,685
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER
RECEIPTS
FILE NUMBER:
001-459
Name and Address
(A)
International Brotherhood of Teamsters
25 Louisiana Ave NW Washington DC 20001
Type or Classification
(B)
International Labor Organization - Parent
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,063
Total
Non-Itemized Transactions with this Payee/Payer
$1,917
Total of All Transactions with this
Payee/Payer for This Schedule
$6,980
Reimbursement for salaries and benefits
12/19/2016
$5,063
Name and Address
(A)
Teamsters District Council No. 2
710 E Commonwealth Ave Fullerton CA 92831
Type or Classification
(B)
District Council of Local Unions
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$19,260
Total of All Transactions with this
Payee/Payer for This Schedule
$19,260
Name and Address
(A)
Teamsters Life with Dues Trust 34828
Seattle WA 98124
Type or Classification
(B)
Benefits Trust Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$134,068
Total
Non-Itemized Transactions with this Payee/Payer
$318
Total of All Transactions with this
Payee/Payer for This Schedule
$134,386
Reimbursement for salaries and benefits
01/14/2016
$13,966
Reimbursement for salaries and benefits
02/29/2016
$11,070
Reimbursement for salaries and benefits
03/23/2016
$10,723
Reimbursement for salaries and benefits
05/04/2016
$10,717
Reimbursement for salaries and benefits
05/17/2016
$11,034
Reimbursement for salaries and benefits
06/15/2016
$10,717
Reimbursement for salaries and benefits
07/21/2016
$10,717
Reimbursement for salaries and benefits
08/15/2016
$11,034
Reimbursement for salaries and benefits
09/29/2016
$11,246
Reimbursement for salaries and benefits
10/21/2016
$11,165
Reimbursement for salaries and benefits
11/30/2016
$10,853
Reimbursement for salaries and benefits
12/29/2016
$10,826
Name and Address
(A)
Teamsters Local Union No. 174
14675 Interurban Ave S, 303 Tukwila WA 98168
Type or Classification
(B)
Teamsters Local Union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$7,808
Total of All Transactions with this
Payee/Payer for This Schedule
$7,808
Name and Address
(A)
Washington Teamsters Legislative League
14675 Interurban Ave S Tukwila WA 98168
Type or Classification
(B)
Political Action Committee
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$17,896
Total
Non-Itemized Transactions with this Payee/Payer
$9,600
Total of All Transactions with this
Payee/Payer for This Schedule
$27,496
Reimbursement for salaries and benefits
12/29/2016
$17,896
Name and Address
(A)
Western Conference of Teamsters Pension T
2323 Eastlake Avenue East Seattle WA 98102
Type or Classification
(B)
Pension Administrator
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$6,468
Total of All Transactions with this
Payee/Payer for This Schedule
$6,468
Name and Address
(A)
Western States Rep. Retirement Plan 34926
Seattle WA 98124
Type or Classification
(B)
Retirement Plan Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$134,503
Total
Non-Itemized Transactions with this Payee/Payer
$305
Total of All Transactions with this
Payee/Payer for This Schedule
$134,808
Reimbursement for salaries and benefits
01/26/2016
$13,966
Reimbursement for salaries and benefits
02/29/2016
$11,105
Reimbursement for salaries and benefits
04/07/2016
$10,723
Reimbursement for salaries and benefits
04/28/2016
$10,717
Reimbursement for salaries and benefits
06/09/2016
$11,438
Reimbursement for salaries and benefits
06/22/2016
$10,717
Reimbursement for salaries and benefits
07/27/2016
$10,717
Reimbursement for salaries and benefits
08/31/2016
$11,034
Reimbursement for salaries and benefits
09/29/2016
$11,246
Reimbursement for salaries and benefits
10/21/2016
$11,165
Reimbursement for salaries and benefits
11/21/2016
$10,849
Reimbursement for salaries and benefits
12/29/2016
$10,826
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 -
REPRESENTATIONAL ACTIVITIES
FILE NUMBER:
001-459
Name and Address
(A)
Alaska Airlines 68900
Seattle WA 98168
Type or Classification
(B)
Airlines
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$13,570
Total of All Transactions with this
Payee/Payer for This Schedule
$13,570
Name and Address
(A)
Image Pointe
1224 LaPorte Rd Waterloo IA 50702
Type or Classification
(B)
Union Apparel and Promotions Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$7,274
Total
Non-Itemized Transactions with this Payee/Payer
$4,441
Total of All Transactions with this
Payee/Payer for This Schedule
$11,715
Joint Council 28 convention pins
06/10/2016
$7,274
Name and Address
(A)
Schwerin Campbell Barnard Iglitzin
18 West Mercer Street, #400 Seattle WA 98199
Type or Classification
(B)
Attorney
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$7,272
Total
Non-Itemized Transactions with this Payee/Payer
$11,095
Total of All Transactions with this
Payee/Payer for This Schedule
$18,367
Legal representation fees
09/22/2016
$7,272
Name and Address
(A)
Teamsters Local Union No. 038
2601 Everett Avenue Everett WA 98201
Type or Classification
(B)
Teamsters Local Union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$9,554
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$9,554
IBT convention delegate allocation
05/19/2016
$9,554
Name and Address
(A)
Teamsters Local Union No. 117
14675 Interurban Ave S, 307 Tukwila WA 98168
Type or Classification
(B)
Teamsters Local Union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$47,770
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$47,770
IBT convention delegate allocation
05/19/2016
$47,770
Name and Address
(A)
Teamsters Local Union No. 174
14675 Interurban Ave S, 303 Tukwila WA 98168
Type or Classification
(B)
Teamsters Local Union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$19,108
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$19,108
IBT convention delegate allocation
05/19/2016
$19,108
Name and Address
(A)
Teamsters Local Union No. 252
217 East Main Centralia WA 98531-4449
Type or Classification
(B)
Teamsters Local Union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,230
Total of All Transactions with this
Payee/Payer for This Schedule
$5,230
Name and Address
(A)
Teamsters Local Union No. 313
220 South 27th Street Tacoma WA 98402
Type or Classification
(B)
Teamsters Local Union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$7,166
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$7,166
IBT convention delegate allocation
05/19/2016
$7,166
Name and Address
(A)
Teamsters Local Union No. 690
1912 North Division, LL-103 Spokane WA 99207
Type or Classification
(B)
Teamsters Local Union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$7,166
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$7,166
IBT convention delegate allocation
05/19/2016
$7,166
Name and Address
(A)
Teamsters Local Union No. 760
1211 West Lincoln Avenue Yakima WA 98902
Type or Classification
(B)
Teamsters Local Union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$14,331
Total
Non-Itemized Transactions with this Payee/Payer
$489
Total of All Transactions with this
Payee/Payer for This Schedule
$14,820
IBT convention delegate allocation
05/19/2016
$14,331
Name and Address
(A)
Teamsters Local Union No. 763
14675 Interurban Ave S, 305 Tukwila WA 98168
Type or Classification
(B)
Teamsters Local Union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$11,943
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$11,943
IBT convention delegate allocation
05/19/2016
$11,943
Name and Address
(A)
Teamsters Local Union No. 959
520 East 34th Avenue Anacortes AK 99503
Type or Classification
(B)
Teamsters Local Union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$11,943
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$11,943
IBT convention delegate allocation
05/19/2016
$11,943
Name and Address
(A)
Ted Bunstine
15557 Ashworth N Shoreline WA 98133
Type or Classification
(B)
Trade Division Chair
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$6,000
Total of All Transactions with this
Payee/Payer for This Schedule
$6,000
Name and Address
(A)
The Marcus Whitman
6 West Rose St. Walla Walla WA 99362
Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$38,478
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$38,478
Joint Council 28 annual meeting
09/23/2016
$38,478
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 -
POLITICAL ACTIVITIES AND LOBBYING
FILE NUMBER
001-459
Name and Address
(A)
Washington Teamster Legislative League
14675 Interurban Ave S Tukwila WA 98168
Type or Classification
(B)
Political Action Committee
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$100,500
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$100,500
Political contributions
01/15/2016
$10,000
Political contributions
02/23/2016
$11,000
Political contributions
03/14/2016
$9,500
Political contributions
04/12/2016
$11,000
Political contributions
05/12/2016
$8,400
Political contributions
06/30/2016
$11,000
Political contributions
07/18/2016
$9,100
Political contributions
08/22/2016
$20,500
Political contributions
09/22/2016
$10,000
Name and Address
(A)
Waypoint Consulting Group, LLC
5725 South 292nd St. Auburn WA 98001
Type or Classification
(B)
Lobbying Organization
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$71,250
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$71,250
Lobbying retainer fees
01/04/2016
$5,500
Lobbying retainer fees
02/01/2016
$5,500
Lobbying retainer fees
03/01/2016
$5,500
Lobbying retainer fees
04/01/2016
$5,500
Lobbying retainer fees
05/02/2016
$5,500
Lobbying retainer fees
06/10/2016
$6,250
Lobbying retainer fees
07/07/2016
$6,250
Lobbying retainer fees
08/01/2016
$6,250
Lobbying retainer fees
09/01/2016
$6,250
Lobbying retainer fees
10/03/2016
$6,250
Lobbying retainer fees
11/01/2016
$6,250
Lobbying retainer fees
12/01/2016
$6,250
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 -
CONTRIBUTIONS, GIFTS & GRANTS
FILE NUMBER:
001-459
Name and Address
(A)
Breaking Barriers - Hope Is Alive 534
Uniontown OH 44685
Type or Classification
(B)
Special Interest Organization
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,000
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$5,000
Contribution
06/30/2016
$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL
OVERHEAD
FILE NUMBER:
001-459
Name and Address
(A)
Huebner,Dooley & McGinness, P.S.
1424 NE 155th St., Ste 100 Shoreline WA 98155-7104
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
$10,470
Total of All Transactions with this
Payee/Payer for This Schedule
$10,470
Name and Address
(A)
Pacific Office Automation 41602
Philadelphia PA 19101
Type or Classification
(B)
Equipment Leasing Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$9,866
Total of All Transactions with this
Payee/Payer for This Schedule
$9,866
Name and Address
(A)
Teamsters Building Association
14675 Interurban Ave S, 307 Tukwila WA 98168
Type or Classification
(B)
Landlord
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$47,379
Total of All Transactions with this
Payee/Payer for This Schedule
$47,379
Name and Address
(A)
Trade Printery
317 S. Bennett St. Seattle WA 98108
Type or Classification
(B)
Printing Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$6,482
Total
Non-Itemized Transactions with this Payee/Payer
$1,187
Total of All Transactions with this
Payee/Payer for This Schedule
$7,669
Printing of Western Region directories
03/01/2016
$6,482
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION
ADMINISTRATION
FILE NUMBER:
001-459
There was no data
found for this schedule.
SCHEDULE 20 -
BENEFITS
FILE NUMBER:
001-459
Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all
lines above (Total will be automatically entered in Item
55.)
$189,369
Health and Welfare
NW Administrators
$84,081
Pension
Pacific Coast Benefits Trust
$20,272
Pension
WCT Pension Trust Fund
$83,692
Legal Insurance
WCT Legal Services Trust
$1,324
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL
INFORMATION SUMMARY
FILE NUMBER:
001-459
Question 10: The following officers of the Joint Council participated in the management of the organization for the benefit of members during the current year, including the following (Name of Trust / Name of Officers that participated):
Teamsters Construction Training Trust / John Emrick
Retiree's Welfare Trust / Steven Chandler
Washington Teamsters Welfare Trust (Construction Health and Welfare Trust) / Steven Chandler, John Emrick, Richard Hicks, Darren O'Neil, Scott Sullivan, Leonard Crouch
Western Conference of Teamsters Pension Trust / Richard Hicks, Scott Sullivan
Western States Teamsters Representatives Retirement Plan / Steven Chandler
Life with Dues Trust / Scott Sullivan
Teamsters Western Region & New Jersey Health Care Fund / Richard Hicks
Inland Empire Teamster Trust / Leonard Crouch
Alaska Teamster-Employer Pension Trust / Richard Boyles
Alaska Teamster-Employer Health and Welfare Trust / Richard Boyles
Fairbanks Pipeline Training Trust / Richard Boyles
Question 11(a):
Question 11(a): : : Washington Teamsters Legislative League, forms have been filed as follows:
C-3 & C-4 with the State of Washington Public Disclosure Commission
C-3 & C-4 with the City of Seattle, Washington Elections Commission
Form L-3 with the State of Washington Public Disclosure Commission
Question 12: The financial statements of the Joint Council were audited by:
Huebner, Dooley & McGinness, P.S.
Certified Public Accountants
1424 NE 155th Street, Suite 100
Shoreline, WA 98155
www.hdm-cpa.com
Question 18: The Joint Council is governed by a uniform constitution prescribed by the International Union, and the International Union will file with its annual financial report, the changes to the International Constitution adopted at the 2016 Convention, on the Joint Councils behalf.