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
000-069
2. PERIOD COVERED
From04/01/2016
Through03/31/2017
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
ENGINEERS, PROF AND TECH, AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
NATIONAL HEADQUARTERS
 6. DESIGNATION NBR

7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name
PAUL
 Last Name
SHEARON
P.O Box - Building and Room Number
SUITE 701
Number and Street
501 3RD STREET NW
City
WASHINGTON
State
DC		 ZIP Code + 4
20001


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:Gregory JunemannPRESIDENT71. SIGNED:Paul ShearonTREASURER
Date:Jun 30, 2017Telephone Number:202-239-4880Date:Jun 30, 2017Telephone Number:202-239-4880
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 000-069
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?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?$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?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?Yes
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?06/2018
20. How many members did the labor organization have at the end of the reporting period?59,548
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees8.27perMo5.628.27
(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: 000-069

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $1,352,445$903,520
23. Accounts Receivable1$518,173$641,324
24. Loans Receivable2
25. U.S. Treasury Securities $0$0
26. Investments5$1,525,862$2,052,768
27. Fixed Assets6$88,987$97,379
28. Other Assets7$21,365$19,235
29. TOTAL ASSETS $3,506,832$3,714,226

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$21,194$1,164
31. Loans Payable9$544,729$650,524
32. Mortgages Payable $0$0
33. Other Liabilities10$571,639$313,284
34. TOTAL LIABILITIES $1,137,562$964,972
35. NET ASSETS$2,369,270$2,749,254
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 000-069

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $242,760
37. Per Capita Tax $4,613,929
38. Fees, Fines, Assessments, Work Permits $90,693
39. Sale of Supplies $1,649
40. Interest $152
41. Dividends $33,675
42. Rents $0
43. Sale of Investments and Fixed Assets3$0
44. Loans Obtained9$200,000
45. Repayments of Loans Made2
46. On Behalf of Affiliates for Transmittal to Them $2,247
47. From Members for Disbursement on Their Behalf $92,767
48. Other Receipts14$73,401
49. TOTAL RECEIPTS $5,351,273
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$1,354,060
51. Political Activities and Lobbying16$346,575
52. Contributions, Gifts, and Grants17$32,700
53. General Overhead18$869,548
54. Union Administration19$1,295,465
55. Benefits20$588,435
56. Per Capita Tax $549,703
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $1,995
60. Purchase of Investments and Fixed Assets4$443,662
61. Loans Made2
62. Repayment of Loans Obtained9$94,205
63. To Affiliates of Funds Collected on Their Behalf $1,117
64. On Behalf of Individual Members $94,971
65. Direct Taxes $149,176
  
66. Subtotal $5,821,612
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$777,765  
  67b. Less Total Disbursed$756,351  
  67c. Total Withheld But Not Disbursed $21,414
68. TOTAL DISBURSEMENTS $5,800,198
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 000-069

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$539,204$48,646$490,558$0
Totals from all other accounts receivable$102,120$92,471$9,648 
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $641,324$141,117$500,206$0
IFPTE-NJCSA 6$178,581$10,148$168,433
IFPTE-NJCSA 8$249,893$25,172$224,721
IFPTE-NJCSA 21$110,730$13,326$97,404
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 000-069

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: 000-069

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: 000-069

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$597,832$597,832$597,832
Desktop Fan$29$29$29
Hepa Air Cleaning System$128$128$128
Countertop Microwave$162$162$162
Laptop Computer$853$853$853
Epson All in One Printer$106$106$106
Computer Monitor $156$156$156
Portable Hard Drive$26$26$26
Docking Station$244$244$244
Laptop Computer$819$819$819
Laptop Computer$1,308$1,308$1,308
Desktop Computer$803$803$803
Laptop Computers (3)$1,749$1,749$1,749
Desktop Computer$423$423$423
Desktop Computer$669$669$669
Multi-Cart $263$263$263
Cell Phone $412$412$412
Cell Phone $364$364$364
Cell Phone$500$500$500
Merrill Lynch Investments$588,818$588,818$588,818
 Less Reinvestments$154,170
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$443,662
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 000-069

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost
B. Total Book Value$2,052,650
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • Merrill Lynch Investments
$2,052,650
Other Investments 
D. Total Cost$118
E. Total Book Value$118
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.  
  • ULLICO Capitol Stock
$100
  • GNMA Bond
$18
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $2,052,768
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 000-069

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$482,854$385,475$97,379$97,379
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $482,854$385,475$97,379$97,379
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 000-069

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $19,235
Rent Deposits$8,630
Supplies for Resale$7,525
Deposits on Contracts$500
Other Accounts Receivable-Refund Due$2,580
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 000-069

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$1,164$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $1,164$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 000-069

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$544,729$200,000$94,205$0$650,524
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
M&T Bank$544,729$200,000$94,205$0$650,524
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 000-069

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $313,284
Payroll Liabilities$21,414
Pension Liabilities$5,207
Accrued Sick Leave Liability$219,639
Accrued Severance Pay Liability$67,024
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 000-069

(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 		Junemann ,  Gregory   J
President
C		$190,284$9,418$43,229$242,931
I
Schedule 15
Representational Activities 		1 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		98 %
A
B
C 		Shearon ,  Paul  
Secretary-Treasurer
C		$185,955$3,149$189,104
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		5 % Schedule 19
Administration 		45 %
A
B
C 		Coate ,  Larry Dean  
Vice President
C		$1,500$878$2,378
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Fundar ,  Joel   W
Vice President
C		$1,500$1,190$2,690
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Henson ,  Susan Gay  
Vice President
C		$4,118$1,500$2,039$7,657
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Hughes-Newman ,  Misty  
Vice President
N		$1,974$3,914$5,888
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Lehane ,  Donna   M
Vice President
C		$1,500$2,055$3,555
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Mader ,  John  
Vice President
C		$1,500$448$1,948
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		McBride ,  Sean   P
Vice President
C		$1,500$448$1,948
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Newsome ,  Gerald  
Vice President
C		$3,928$1,500$448$5,876
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Rudolf ,  Michael   J
Vice President
C		$1,746$1,500$1,338$4,584
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Rule ,  Ryan   M
Vice President
C		$1,500$3,264$4,764
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Stone ,  Leland   S
Vice President
C		$2,784$2,784
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Travers ,  Scott  
Vice President
C		$1,974$579$2,553
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Trembley ,  Charles  
Vice President
C		$10,115$1,500$2,490$14,105
I
Schedule 15
Representational Activities 		60 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		40 %
Total Officer Disbursements$396,146$18,948$34,442$43,229$492,765
Less Deductions    $183,666
Net Disbursements    $309,099
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 000-069

(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 		Biggs ,  Matthew   S
Legislative Director
N/A		$153,726$5,527$159,253
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		73 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		27 %
A
B
C 		Burris ,  Victoria   M
Membership Coordinator
N/A		$64,239$136$64,375
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Constantino ,  Patricia   J
Comptroller/Office Mgr
N/A		$133,723$133,723
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		Schedule 18
General Overhead 		15 % Schedule 19
Administration 		75 %
A
B
C 		Fitzpatrick ,  William  
Int'l Representative
N/A		$141,622$7,920$2,004$151,546
I
Schedule 15
Representational Activities 		93 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Gorczyca ,  Dolores   A
Int'l Representative
N/A		$102,719$5,937$5,704$114,360
I
Schedule 15
Representational Activities 		27 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		63 %
A
B
C 		Idris ,  Maria-Teresa   J
General Counsel
N/A		$157,386$2,659$160,045
I
Schedule 15
Representational Activities 		78 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		22 %
A
B
C 		Khan ,  Faraz   A
Researcher
N/A		$93,016$288$93,304
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		5 % Schedule 19
Administration 		20 %
A
B
C 		LaFemina ,  David   S
Int'l Representative
N/A		$102,437$5,937$9,389$117,763
I
Schedule 15
Representational Activities 		97 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		2 %
A
B
C 		Langford ,  Christopher   T
Int'l Representative
N/A		$102,050$1,574$103,624
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		5 % Schedule 19
Administration 		10 %
A
B
C 		Latif ,  Omar  
Int'l Representative
N/A		$141,622$7,920$833$150,375
I
Schedule 15
Representational Activities 		93 % Schedule 16
Political Activities and Lobbying 		4 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Lewis ,  Karen Bellam  
Intl Representative
N/A		$125,164$5,937$4,431$135,532
I
Schedule 15
Representational Activities 		18 % Schedule 16
Political Activities and Lobbying 		7 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		75 %
A
B
C 		Liu ,  Anna  
Int'l Representative
N/A		$126,477$3,960$446$130,883
I
Schedule 15
Representational Activities 		89 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		8 %
A
B
C 		Morgan ,  Kristina   M
Bookkeeper
N/A		$106,542$106,542
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		5 % Schedule 19
Administration 		90 %
A
B
C 		Nairn ,  Karen   A
Receptionist
N/A		$77,959$444$78,403
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		75 % Schedule 19
Administration 		25 %
A
B
C 		Rhett ,  Candace   M
Comm Rep/Mtgs & Conv Coor
N/A		$89,539$1,119$90,658
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		20 % Schedule 19
Administration 		80 %
A
B
C 		Sauer ,  David   G
Int'l Representative
N/A		$24,203$1,980$415$26,598
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		10 %
A
B
C 		Thurston ,  David Paul  
Int'l Representative
N/A		$97,346$5,993$8,045$111,384
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Webb ,  Carl   K
Int'l Representative
N/A		$108,123$3,800$6,755$118,678
I
Schedule 15
Representational Activities 		70 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		30 %
A
B
C 		Gillies ,  Denise   J
Int'l Representative
IFPTE Local 161 / TEAM		$128,206$6,600$2,417$137,223
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		50 %
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$2,076,099$49,991$50,134$8,045$2,184,269
Less Deductions    $777,765
Net Disbursements    $1,406,504
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 000-069

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 59,548 
Agency Fee Payers*3,635
Total Members/Fee Payers63,183 
*Agency Fee Payers are not considered members of the labor organization.
Members59,548Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 000-069

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$42,222
2. Named Payer Non-itemized Receipts$0
3. All Other Receipts$31,179
4. Total Receipts$73,401
     
     
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$27,700
6. Total Disbursements$32,700
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$41,127
2. Named Payee Non-itemized Disbursements$46,364
3. To Officers$105,444
4. To Employees$1,131,109
5. All Other Disbursements$30,016
6. Total Disbursements$1,354,060
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$583,988
2. Named Payee Non-itemized Disbursements$103,268
3. To Officers$9,455
4. To Employees$112,165
5. All Other Disbursements$60,672
6. Total Disbursements$869,548
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$117,749
2. Named Payee Non-itemized Disbursements$20,255
3. To Officers$2,429
4. To Employees$170,027
5. All Other Disbursements$36,115
6. Total Disbursements$346,575
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$86,700
2. Named Payee Non-itemized Disbursements$28,772
3. To Officers$375,436
4. To Employees$770,967
5. All Other Disbursements$33,590
6. Total Disbursements$1,295,465
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 000-069

Name and Address
(A)
IFPTE Atlantic Council
c/o IFPTE Local 195
186 North Main St
Milltown
NJ
08850
Type or Classification
(B)
IFPTE Regional Council
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$17,203
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$17,203
Returned Funds not Used for Pension Issues12/24/2016$17,203
Name and Address
(A)
IFPTE Local 137

2720 N 250 E
Columbia City
IN
46725
Type or Classification
(B)
Affliliatedd Local Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,019
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$25,019
Close out of Local Union-Remaining Funds08/27/2016$25,019
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 000-069

Name and Address
(A)
IFPTE Atlantic Council
c/o IFPTE Local 195
186 North Main St
Milltown
NJ
08850
Type or Classification
(B)
Affiliated Local Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$19,644
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$19,644
NJ Public Employee Pension Issues08/25/2016$19,644
Name and Address
(A)
IFPTE Local 195

186 North Main St
Milltown
NJ
08850
Type or Classification
(B)
Cooperative Organizing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,326
Total of All Transactions with this Payee/Payer for This Schedule$11,326
Name and Address
(A)
Jeffrey D Narten

920 Cranbrook Ct #153
Davis
CA
95616
Type or Classification
(B)
Organizing Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,700
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,700
Organizing 04/07/2016$7,700
Name and Address
(A)
Woodley & McGillivary

1101 Vermont Av NW #1000
Washington
DC
20005
Type or Classification
(B)
Legal Services-Local Union Legal Retainer Program
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,783
Total Non-Itemized Transactions with this Payee/Payer$35,038
Total of All Transactions with this Payee/Payer for This Schedule$48,821
Legal Retainer Fees & Expenses04/29/2016$5,050
Legal Retainer Fees & Expenses09/29/2016$8,733
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 000-069

Name and Address
(A)
Doubletree by Hilton

300 Army Navy Drive
Arlington
VA
22202
Type or Classification
(B)
Hotel Lodging, Meeting Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,672
Total Non-Itemized Transactions with this Payee/Payer$1,122
Total of All Transactions with this Payee/Payer for This Schedule$15,794
IFPTE 2016 Legislative Conference05/18/2016$14,672
Name and Address
(A)
K&R Branding Solutions
PO Box 220690

Chantilly
VA
20153
Type or Classification
(B)
Promotional Supply Vendor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,154
Total of All Transactions with this Payee/Payer for This Schedule$5,154
Name and Address
(A)
Marriott Business Services
PO Box 403717

Atlanta
GA
30384
Type or Classification
(B)
Hotel Lodging, Meeting Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,798
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$20,798
2017 IFPTE Legislative Conference02/22/2017$20,798
Name and Address
(A)
Mayflower Hotel

1127 Connecticut Av NW
Washington
DC
20036
Type or Classification
(B)
Loding & Meeting Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,000
Total Non-Itemized Transactions with this Payee/Payer$1,979
Total of All Transactions with this Payee/Payer for This Schedule$12,979
2017 Legislative Conference-Deposit02/01/2017$11,000
Name and Address
(A)
Restaurant Associates
PO Box 23277

Washington
DC
20026
Type or Classification
(B)
Catering Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$26,214
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$26,214
2016 Leg ConferenceCongressional Reception04/07/2016$13,107
2017 Leg Conference Congressional Reception02/06/2017$13,107
Name and Address
(A)
Tellspring LLC

2829 Sacks St MH201
Silver Spring
MD
20910
Type or Classification
(B)
PAC Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$45,065
Total Non-Itemized Transactions with this Payee/Payer$6,000
Total of All Transactions with this Payee/Payer for This Schedule$51,065
Consulting Fee-April 201604/08/2016$5,000
Consulting Fee-May 201605/02/2016$5,065
Consulting Fee-June 201606/02/2016$5,000
Consulting Fee-July 201607/05/2016$5,000
Consulting Fee-August 201608/01/2016$5,000
Consulting Fee-September 201609/02/2016$5,000
Consulting Fee-October 201610/03/2016$5,000
Consulting Fee-November 201611/02/2016$5,000
Consulting Fee-December 201612/01/2016$5,000
Name and Address
(A)
The Boeing Company
PO Box 3703 Mail Code 6X-MK

Seattle
WA
98124
Type or Classification
(B)
Aerospace Company
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
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 000-069

Name and Address
(A)
March for Science
ScienceDebate.org
12697 177th St N
Marine on St Croix
MN
55047
Type or Classification
(B)
Contribution
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
March for Science Event02/28/2017$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 000-069

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)
Arandell Corporation
PO Box 405

Menomonee Falls
WI
53052
Type or Classification
(B)
Postage
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,419
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,419
Canadian Postage for Outlook Mailing10/12/2016$5,419
Name and Address
(A)
AT&T
PO Box 5020

Carol Stream
IL
60197
Type or Classification
(B)
Telecommunications Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,365
Total of All Transactions with this Payee/Payer for This Schedule$9,365
Name and Address
(A)
Bloomberg BNA
PO Box 17009

Baltimore
MD
21297
Type or Classification
(B)
Subscription Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,383
Total Non-Itemized Transactions with this Payee/Payer$6,954
Total of All Transactions with this Payee/Payer for This Schedule$20,337
BNA Daily Labor Report04/05/2016$13,383
Name and Address
(A)
Brent Kaul

W130S9639 Tony Lema Lane
Muskego
WI
53150
Type or Classification
(B)
Website Design & Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,065
Total of All Transactions with this Payee/Payer for This Schedule$6,065
Name and Address
(A)
CIT

21146 Network Place
Chicago
IL
60673
Type or Classification
(B)
Office Equipment Leasing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,287
Total of All Transactions with this Payee/Payer for This Schedule$12,287
Name and Address
(A)
Communications Worksers of America

501 3rd Street NW
Washington
DC
20001
Type or Classification
(B)
Office Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$226,492
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$226,492
Office Rent-April 201604/05/2016$18,666
Office Rent-May 201605/02/2016$18,823
Office Rent-June 201606/02/2016$18,823
Office Rent-July 201607/05/2016$18,823
Office Rent-August 201608/01/2016$18,823
Office Rent-September 201609/02/2016$18,823
Office Rent-October 201610/03/2016$18,823
Office Rent-November 201611/02/2016$18,823
Office Rent-December 201612/01/2016$18,823
Office Rent-January 201701/09/2017$18,823
Office Rent-February 201702/02/2017$18,823
Office Rent-March 201703/02/2017$19,596
Name and Address
(A)
Dresner Group

5950 Symphony Wood Rd #302
Columbia
MD
21044
Type or Classification
(B)
IT Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$26,649
Total of All Transactions with this Payee/Payer for This Schedule$26,649
Name and Address
(A)
Fireman's Fund Insurance
Dept CH10284

Palatine
IL
60055
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,754
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$15,754
Property & Liability, Workers Comp Insurance04/05/2016$15,754
Name and Address
(A)
Microsoft Store


Seattle
WA
Type or Classification
(B)
Software Vendor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,330
Total Non-Itemized Transactions with this Payee/Payer$908
Total of All Transactions with this Payee/Payer for This Schedule$6,238
Annual Subscription Office 365 12/11/2016$5,330
Name and Address
(A)
National Integrated Group Pension

30 Scranton Office Park
Scranton
PA
18507
Type or Classification
(B)
Pension Administrator
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$296,081
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$296,081
Periodic Withdrawal Liability Payment06/26/2016$7,690
Periodic Withdrawal Liability Payment09/23/2016$7,690
Payoff of Withdrawal Liability 01/11/2017$280,701
Name and Address
(A)
Office Depot


Philadelphia
PA
Type or Classification
(B)
Office Supply Vendor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,083
Total of All Transactions with this Payee/Payer for This Schedule$6,083
Name and Address
(A)
Peake DeLancey Printers LLC

2500 Schuster Dr
Cheverly
MD
20781
Type or Classification
(B)
Commercial Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,707
Total Non-Itemized Transactions with this Payee/Payer$449
Total of All Transactions with this Payee/Payer for This Schedule$12,156
The Outlook Printing 11/10/2016$11,707
Name and Address
(A)
Pitney Bowes Global Financial Services
PO Box 371887

Pittsburgh
PA
15250
Type or Classification
(B)
Postal Services/ Equipment Leasing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,839
Total of All Transactions with this Payee/Payer for This Schedule$8,839
Name and Address
(A)
United States Postmaster


Washington
DC
Type or Classification
(B)
Postal Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,822
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$9,822
Outlook Postage-US 10/12/2016$9,822
Name and Address
(A)
Upland, IX LLC dba Mobil Comomons
PO Box 205921

Dallas
TX
75320
Type or Classification
(B)
Mobil Messaging Platform
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,345
Total of All Transactions with this Payee/Payer for This Schedule$6,345
Name and Address
(A)
Verizon Wireless
PO Box 25505

Lehigh Valley
PA
18002
Type or Classification
(B)
Wireless Communications Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$13,152
Total of All Transactions with this Payee/Payer for This Schedule$13,152
Name and Address
(A)
XO Communications

14239 Collections Center Dr
Chicago
IL
60693
Type or Classification
(B)
Internet Service Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,172
Total of All Transactions with this Payee/Payer for This Schedule$6,172
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 000-069

Name and Address
(A)
American Airlines


Chicago
IL
Type or Classification
(B)
Airline
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,975
Total of All Transactions with this Payee/Payer for This Schedule$6,975
Name and Address
(A)
Barr & Camens

1025 Connecticut Av NW #712
Washington
DC
20036
Type or Classification
(B)
Legal Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$19,493
Total Non-Itemized Transactions with this Payee/Payer$12,127
Total of All Transactions with this Payee/Payer for This Schedule$31,620
Legal Fees & Expenses11/10/2016$19,493
Name and Address
(A)
Caesars Entertainment
PO Box 96118

Las Vegas
NV
89193
Type or Classification
(B)
Lodging & Meeting Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$26,963
Total Non-Itemized Transactions with this Payee/Payer$4,615
Total of All Transactions with this Payee/Payer for This Schedule$31,578
IFPTE Executive Council - Spring 201607/25/2016$8,223
LEAD Training11/04/2016$9,160
IFPTE Executive Council-Fall 201601/04/2017$9,580
Name and Address
(A)
CVent

1765 Greensboro Station Pl
Tyson's Corner
VA
22102
Type or Classification
(B)
Software
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,931
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,931
Meeting & Convention Planning Online Software11/30/2016$7,931
Name and Address
(A)
Haley & Associates LLC

5000 Sunnyside Av #300
Beltsville
MD
20705
Type or Classification
(B)
Certified Public Account
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$32,313
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$32,313
Annual Audits, Gov't Filings-Progress Billing06/02/2016$6,947
Annual Audits, Gov't Filings-Progress Billing07/05/2016$6,911
Annual Audits, Gov't Filings-Progress Billing08/12/2016$12,955
Annual Audits, Gov't Filings-Progress Billing09/08/2016$5,500
Name and Address
(A)
Thomson Rueters-West
PO Box 6292

Carol Stream
IL
60197
Type or Classification
(B)
Web based legal research services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,055
Total of All Transactions with this Payee/Payer for This Schedule$5,055
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 000-069

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$588,435
US Employees Health & Welfare Plan PremiumsAFL-CIO Health & Welfare Fund$286,436
DC Employee ParkingCentral Parking Systems$13,200
US Employees Grp Term Life, AD&D, STD, LTDThe Standard Insurance Company$24,952
Group Travel AD&D InsuranceEberts & Harrison Inc$923
Employee ParkingIFPTE Local 21$1,925
CA Employees Health, Dental, Life, AD&D, STD, LTDGreat West Life Assurance Company$36,625
Employee ParkingWAPSO-IFPTE Local 162$345
401k Plan AdministrationThe Principal Financial Group$3,034
Employer 401k Plan ContributionsThe Principal Financial Group$205,016
Canadian Employees Pension Plan ContributionsMulti Sector Pension Plan$5,207
Employee ParkingEdison Properties$59
Employee TrainingFred Pryor Career Track$299
Employee ParkingImpark Canada$1,439
Employee TrainingLabor Arbitration Institute$375
US Employees Commuting / Mass Transit BenefitsMetro Smart Benefits$5,716
Canada Employees Commuting / Mass Transit BenefitsToronto Transit Commission$2,884
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 000-069


Question 11(a): : International Federation of Professional and Technical Engineers Legislative Education Action Program-Political Action Committee (IFPTE LEAP-PAC). FEC ID #C00164509. Reports are filed with the Federal Elections Committee (FEC) as required.

Question 12: Annual audits are conducted by Matthew Haley, CPA, Haley & Associates LLC

Question 16: In August 2014, IFPTE secured a seven (7) year term note through M&T Bank to satisfy obligations associated with the withdrawal from the National Integrated Group Pension Plan (NIGPP). IFPTE was required to set up and maintain a Pledge account in the amount of $470,000 as collateral for the loan.

Schedule 13, Row1:Members are active dues paying members of their local unions.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)