U.S. Department of Labor
Office of Labor-Management Standards
Washington, DC 20210 		FORM LM-2 LABOR ORGANIZATION ANNUAL REPORT Form Approved
Office of Management and Budget
No. 1245-0003
Expires: 07-31-2019
MUST BE USED BY LABOR ORGANIZATIONS WITH $250,000 OR MORE IN TOTAL ANNUAL RECEIPTS AND LABOR ORGANIZATIONS IN TRUSTEESHIP

This report is mandatory under P.L. 86-257, as amended.  Failure to comply may result in criminal prosecution, fines, or civil penalties as provided by 29 U.S.C. 439 or 440.
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.
For Official Use Only
1. FILE NUMBER
543-920
2. PERIOD COVERED
From07/01/2017
Through06/30/2018
3. (a) AMENDED - Is this an amended report:
No
(b) HARDSHIP - Filed under the hardship procedures:
No
(c) TERMINAL - This is a terminal report:No
4. AFFILIATION OR ORGANIZATION NAME
COMMUNICATIONS WORKERS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
 6. DESIGNATION NBR
9119
7. UNIT NAME (if any)
UPTE-CWA
8. MAILING ADDRESS (Type or print in capital letters)
First Name
SHANNA
 Last Name
VELA
P.O Box - Building and Room Number
SUITE 310
Number and Street
2855 TELEGRAPH AVE
City
BERKELEY
State
CA		 ZIP Code + 4
94705


9. Are your organization's records kept at its mailing address?


Yes

Each of the undersigned, duly authorized officers of the above labor organization, declares, under penalty of perjury and other applicable penalties of law, that all of the information submitted in this report (including information contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned individual's knowledge and belief, true, correct and complete (See Section V on penalties in the instructions.)
70. SIGNED:Jamie McDolePRESIDENT71. SIGNED:Shanna m VelaTREASURER
Date:Sep 28, 2018Telephone Number:510-704-8783Date:Sep 28, 2018Telephone Number:510-612-5702
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 543-920
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?No
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?No
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?Yes
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)Yes
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?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?10/2020
20. How many members did the labor organization have at the end of the reporting period?9,310
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees1.3% gross wagesperMonthN/A80
(b) Working Dues/Feesper
(c) Initiation Feesper
(d) Transfer Feesper
(e) Work Permitsper

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

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $2,246,644$2,911,084
23. Accounts Receivable1$699,166$589,281
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $0$0
26. Investments5$0$0
27. Fixed Assets6$0$0
28. Other Assets7$28,391$28,391
29. TOTAL ASSETS $2,974,201$3,528,756

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$933,182$1,119,711
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$142,537$185,312
34. TOTAL LIABILITIES $1,075,719$1,305,023
35. NET ASSETS$1,898,482$2,223,733
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 543-920

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $9,019,298
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $1,470
41. Dividends $0
42. Rents $275
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$146,081
49. TOTAL RECEIPTS $9,167,124
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$2,563,106
51. Political Activities and Lobbying16$96,931
52. Contributions, Gifts, and Grants17$32,711
53. General Overhead18$1,102,336
54. Union Administration19$390,808
55. Benefits20$588,870
56. Per Capita Tax $3,469,552
57. Strike Benefits $104,820
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 $195,862
  
66. Subtotal $8,544,996
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$511,557  
  67b. Less Total Disbursed$469,245  
  67c. Total Withheld But Not Disbursed $42,312
68. TOTAL DISBURSEMENTS $8,502,684
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 543-920

Entity or Individual Name
(A) 		Total Account Receivable
(B) 		90-180 Days
Past Due
(C) 		180+ Days
Past Due
(D) 		Liquidated Account
Receivable
(E)
Total of all itemized accounts receivable$0$0$0$0
Totals from all other accounts receivable$589,281$0$0$0
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $589,281$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 543-920

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A) 		Loans
Outstanding at
Start of Period
(B) 		Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1) 		Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not listed above     
Total of all lines above$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: 543-920

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Gross Sales Price
(D) 		Amount Received
(E)
Total of all lines above$0$0$0$0
Less Reinvestments$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: 543-920

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$0$0$0
 Less Reinvestments$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: 543-920

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost
B. Total Book Value
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
Other Investments 
D. Total Cost
E. Total Book Value
F. List each other investment which has a book value over $5,000 and exceeds 5% of Line E.  Also, list each subsidiary for which separate reports are attached.  
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 543-920

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

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

Entity or Individual Name
(A) 		Total Account
Payable
(B) 		90-180 Days
Past Due
(C) 		180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable$0$0$0$0
Total from all other accounts payable$1,119,711$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $1,119,711$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 543-920

Source of Loans Payable at Any
Time During the Reporting Period
(A) 		Loans Owed at
Start of Period
(B) 		Loans Obtained
During Period
(C) 		Repayment
During Period
Cash
(D)(1) 		Repayment
During Period
Other Than Cash
(D)(2) 		Loans Owed at
End of Period
(E)
Total Loans Payable$0$0$0$0$0
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 543-920

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $185,312
Payroll Withholdings$42,312
Accrued Vacation$143,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 543-920

(A)
Name		(B)
Title		(C)
Status		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances
Disbursed 		(F)
Disbursements for Official Business 		(G)
Other
Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Kalmijn ,  Jelger  
President
P		$20,955$0$101,301$0$122,256
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		20 % Schedule 17
Contributions 		20 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		20 %
A
B
C 		Colvin ,  Jeff  
Executive VP
P		$0$0$1,413$0$1,413
I
Schedule 15
Representational Activities 		60 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		40 %
A
B
C 		McDole ,  Jamie  
President
C		$0$0$264,495$0$264,495
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		20 % Schedule 19
Administration 		20 %
A
B
C 		Vela ,  Shanna  
Treasurer
C		$27,636$0$2,187$0$29,823
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		50 % Schedule 19
Administration 		50 %
A
B
C 		Radke-Schmidt ,  Christine  
Secretary
P		$927$0$2,394$0$3,321
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 		Russell ,  Dan  
Executive Vice President
C		$632$0$2,745$0$3,377
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		20 % Schedule 19
Administration 		40 %
A
B
C 		Martinez ,  Fernando  
Secretary
C		$1,292$0$4,904$0$6,196
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Johnston ,  Philip  
Local 3 Rep
P		$0$0$259$0$259
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 		Fitzpatrick ,  Bill  
Local 4 Rep
C		$0$0$2,316$0$2,316
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 		Salvato ,  Teresa  
Local 5 Rep
C		$0$0$580$0$580
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 		Chavez ,  Joaquin  
Vice President
C		$8,400$0$15,343$0$23,743
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		20 %
A
B
C 		Pavlik ,  Keith  
Local 7 Rep
P		$0$0$7,859$0$7,859
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Trinidad ,  Enrique  
Local 8 Rep
C		$0$0$2,456$0$2,456
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 		Pettengill ,  Bryan  
Local 9 Rep
P		$0$0$1,309$0$1,309
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 		Two ,  Kevin  
Local 10 Rep
C		$0$0$154$0$154
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Balke ,  Stephen  
Local 11 Rep
C		$0$0$452$0$452
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 		Martin ,  John  
Local 12 Rep
P		$10,320$0$3,452$0$13,772
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		50 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Nakamura ,  Brice  
Local 13 Rep
P		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Milazzo ,  Thom  
Local 14 Rep
C		$7,700$0$1,123$0$8,823
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 		Quesada ,  Ian  
Local 184 Rep
C		$0$0$1,714$0$1,714
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 		Shisler ,  Ken  
Local 1663 Rep
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Kermish ,  Lisa  
Retiree Rep
C		$42,383$0$12,056$0$54,439
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 		Scarborough ,  Judy  
Local 3 Rep
N		$0$0$2,066$0$2,066
I
Schedule 15
Representational Activities 		60 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		40 %
A
B
C 		Steffen ,  Nate  
Local 12 Rep
N		$0$0$643$0$643
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 		Baker ,  Jodi  
Local 13 Rep
N		$1,242$0$0$0$1,242
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 		Sokolewicz ,  Christie-Ann  
Local 6 Rep
N		$0$0$1,786$0$1,786
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 		Phojanakong ,  Paul  
Local 7 Rep
N		$7,700$0$844$0$8,544
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 		Freeman ,  Michele  
Local 9 Rep
N		$0$0$2,032$0$2,032
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 		Miller ,  Damion  
Local 4 Rep
P		$0$0$515$0$515
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 		Geno ,  Elizabeth  
Local 1 Rep
N		$0$0$1,026$0$1,026
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 		Fehr ,  Michael  
Local 2
N		$0$0$1,419$0$1,419
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 %
Total Officer Disbursements$129,187$0$438,843$0$568,030
Less Deductions    $19,831
Net Disbursements    $548,199
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 543-920

(A)
Name		(B)
Title		(C)
Other Payer		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances Disbursed 		(F)
Disbursements for Official Business 		(G)
Other Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Beigner ,  Joseph   F
LDC
None		$85,791$0$5,094$0$90,885
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		0 %
A
B
C 		Bragg ,  Michael   L
Accountant
None		$89,227$0$0$0$89,227
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 		Castillo ,  Juan   A
LDC
None		$72,571$0$6,055$0$78,626
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Defazio- Hampton ,  Dianna   R
LDC
None		$69,753$0$0$0$69,753
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 		Della Morte ,  Vincent   T
Comm specialist
None		$31,576$0$0$0$31,576
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Dermand ,  John   C
Member Staff
None		$15,715$0$580$0$16,295
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 		Elliott ,  Diana   R
Administrative
None		$19,346$0$0$0$19,346
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 		Espinosa ,  Richard   L
LDC
None		$15,459$0$0$0$15,459
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Gallegos ,  Pauline   H
LDC
None		$54,662$0$3,103$0$57,765
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Goodall ,  Lou Sin   C
Administrative
None		$65,718$0$0$0$65,718
I
Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		25 % Schedule 19
Administration 		50 %
A
B
C 		Hines-Shaikh ,  Amy   D
Legislative & Political
None		$49,389$0$6,548$0$55,937
I
Schedule 15
Representational Activities 		60 % Schedule 16
Political Activities and Lobbying 		40 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Janks ,  Anne   S
LDC
CWA		$74,022$0$507$0$74,529
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Jimenez ,  Jose  
LDC
None		$29,936$0$9,364$0$39,300
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Kahraman ,  Josif   M
LDC
CWA		$89,427$0$6,327$0$95,754
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Kohan ,  Sharam Amir  
Administrative
None		$68,535$0$644$0$69,179
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 		Kolze ,  Todd   M
LDC
None		$76,307$0$9,716$0$86,023
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 		Lin ,  Liqiang  
Accountant
None		$42,778$0$0$0$42,778
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 		McReynolds ,  Candy   C
LDC
None		$51,971$0$3,316$0$55,287
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Montano ,  Eileen   M
LDC
None		$36,286$0$397$0$36,683
I
Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		75 % Schedule 19
Administration 		0 %
A
B
C 		Moreno ,  Sandy   M
Administrative
None		$14,365$0$0$0$14,365
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 		Nguyen ,  Kieu-My   A
LDC
None		$11,305$0$0$0$11,305
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 		O'Neill ,  Clifford   J
LDC
None		$76,307$0$3,055$0$79,362
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Oleksijew ,  Amy   B
Administrative
None		$67,190$0$1,375$0$68,565
I
Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		25 % Schedule 19
Administration 		50 %
A
B
C 		Orlofsky ,  Susan   J
LDC
None		$20,742$0$4,889$0$25,631
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 		Parry ,  Michael   A
LDC
None		$66,063$0$1,883$0$67,946
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 		Pearl ,  Jolie   D
LDC
None		$74,748$0$1,517$0$76,265
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Phillips ,  Lydia   L
LDC
None		$66,947$0$4,968$0$71,915
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 		Pinnick ,  Melissa  
LDC
None		$81,448$0$6,320$0$87,768
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Powe ,  Diane   E
LDC
None		$75,503$0$2,578$0$78,081
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 		Rash- Zeigler ,  Satomi   J
LDC
None		$59,628$0$2,070$0$61,698
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Rosenfield ,  Aaron   C
LDC
None		$76,307$0$3,416$0$79,723
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Sapp-Weaver ,  Zalika  
LDC
None		$74,616$0$877$0$75,493
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Schmidhauser ,  Steven   J
LDC
CWA		$63,471$0$1,895$0$65,366
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Sikora ,  Lynn   M
Member Staff
None		$16,835$0$63$0$16,898
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Spencer ,  William   A
LDC
None		$41,027$0$2,554$0$43,581
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 		Stevenson ,  Mary Jean   P
Member Staff
CWA		$11,460$0$2,006$0$13,466
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Stewart ,  Kimberly   Z
Administrative
None		$21,875$0$230$0$22,105
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		50 % Schedule 19
Administration 		0 %
A
B
C 		Tait ,  Vanessa   M
Publications Coordinator
None		$39,947$0$0$0$39,947
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Thornton ,  Crystal   N
Administrative
None		$12,967$0$0$0$12,967
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		50 % Schedule 19
Administration 		0 %
A
B
C 		Walsh ,  Thomas   F
Administrative
None		$67,817$0$3,025$0$70,842
I
Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		25 % Schedule 19
Administration 		50 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$58,295$7,572$65,867
I Schedule 15
Representational Activities 		72 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		28 %
Total Employee Disbursements$2,137,332$0$101,944$0$2,239,276
Less Deductions    $491,726
Net Disbursements    $1,747,550
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 543-920

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 9,310 
Agency Fee Payers*5,479
Total Members/Fee Payers14,789 
*Agency Fee Payers are not considered members of the labor organization.
Health Care3,383Yes
Research2,688Yes
Technical1,681Yes
Lawrence Berkeley National Lab170Yes
Administrative Professionals426Yes
Los Alamos National Lab59Yes
Lawrence Livermore National Labs251Yes
Associate Faculty652Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 543-920

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$100,000
2. Named Payer Non-itemized Receipts$23,071
3. All Other Receipts$23,010
4. Total Receipts$146,081
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$24,451
4. To Employees$0
5. All Other Disbursements$8,260
6. Total Disbursements$32,711
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$355,926
2. Named Payee Non-itemized Disbursements$124,555
3. To Officers$225,791
4. To Employees$1,694,156
5. All Other Disbursements$162,678
6. Total Disbursements$2,563,106
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$259,458
2. Named Payee Non-itemized Disbursements$338,586
3. To Officers$68,486
4. To Employees$351,620
5. All Other Disbursements$84,186
6. Total Disbursements$1,102,336
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$57,787
4. To Employees$36,738
5. All Other Disbursements$2,406
6. Total Disbursements$96,931
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$5,704
2. Named Payee Non-itemized Disbursements$7,035
3. To Officers$191,516
4. To Employees$156,768
5. All Other Disbursements$29,785
6. Total Disbursements$390,808
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 543-920

Name and Address
(A)
Communications Workers of America

501 Third Street, N.W.
Washington DC
DC
20001
Type or Classification
(B)
Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$100,000
Total Non-Itemized Transactions with this Payee/Payer$23,071
Total of All Transactions with this Payee/Payer for This Schedule$123,071
Subsidized Employee Salary Reimbursement08/31/2017$6,759
Subsidized Employee Salary Reimbursement08/31/2017$5,735
Subsidized Employee Salary Reimbursement08/31/2017$11,702
Subsidized Employee Salary Reimbursement10/31/2017$9,947
Subsidized Employee Salary Reimbursement10/31/2017$13,605
Subsidized Employee Salary Reimbursement12/19/2017$9,978
Subsidized Employee Salary Reimbursement02/28/2018$5,509
Subsidized Employee Salary Reimbursement02/28/2018$8,421
Subsidized Employee Salary Reimbursement04/30/2018$14,653
Subsidized Employee Salary Reimbursement04/30/2018$13,691
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 543-920

Name and Address
(A)
Alliance Graphics
Suite 100
1101 8th St
Berkeley
CA
94710
Type or Classification
(B)
Printing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$57,103
Total Non-Itemized Transactions with this Payee/Payer$7,048
Total of All Transactions with this Payee/Payer for This Schedule$64,151
Printing03/16/2018$5,184
Printing03/16/2018$10,368
Printing02/23/2018$17,480
Printing02/23/2018$9,412
Printing01/19/2018$6,089
Printing11/08/2017$8,570
Name and Address
(A)
Autumn Press

945 Camelia Street
Berkeley
CA
94710
Type or Classification
(B)
Printing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,621
Total Non-Itemized Transactions with this Payee/Payer$29,775
Total of All Transactions with this Payee/Payer for This Schedule$45,396
Printing05/25/2018$15,621
Name and Address
(A)
Barkley Court Reporters
Suite 200
10350 Santa Monica Blvd
Los Angeles
CA
90025
Type or Classification
(B)
Court Reporting
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,789
Total of All Transactions with this Payee/Payer for This Schedule$7,789
Name and Address
(A)
Barry Winograd
Suite 1400
1999 Harrison St
Oakland
CA
94612
Type or Classification
(B)
Catering
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,452
Total of All Transactions with this Payee/Payer for This Schedule$8,452
Name and Address
(A)
CWA Local 9421

2725 El Camino Ave
Sacramento
CA
95821
Type or Classification
(B)
Labor Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$11,903
Total of All Transactions with this Payee/Payer for This Schedule$11,903
Name and Address
(A)
CWA Local 9509

7548 Trade St
San Diego
CA
92121
Type or Classification
(B)
Labor Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$34,373
Total Non-Itemized Transactions with this Payee/Payer$244
Total of All Transactions with this Payee/Payer for This Schedule$34,617
Employee salary reimbursement04/02/2018$10,000
Employee salary reimbursement04/02/2018$10,000
Employee salary reimbursement09/21/2017$6,627
Employee salary reimbursement07/20/2017$7,746
Name and Address
(A)
Cybelle's Pizza

1385 9th Ave
San Francisco
CA
94122
Type or Classification
(B)
Restaurant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$10,240
Total of All Transactions with this Payee/Payer for This Schedule$10,240
Name and Address
(A)
Dos Coyotes

1411 W. Covell Boulevard
Davis
CA
95616
Type or Classification
(B)
Restaurant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$7,585
Total of All Transactions with this Payee/Payer for This Schedule$7,585
Name and Address
(A)
Leonard Carder, LLP
Suite 201
1188 Franklin Street
San Francisco
CA
94109
Type or Classification
(B)
Attorney
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$215,543
Total Non-Itemized Transactions with this Payee/Payer$19,537
Total of All Transactions with this Payee/Payer for This Schedule$235,080
Legal fees06/15/2018$89,837
Legal fees04/30/2018$28,865
Legal fees03/30/2018$14,214
Legal fees12/22/2017$11,809
Legal fees11/30/2017$11,521
Legal fees10/31/2017$13,657
Legal fees10/05/2017$9,747
Legal fees10/05/2017$7,473
Legal fees07/31/2017$14,668
Legal fees07/31/2017$13,752
Name and Address
(A)
Luella E. Nelson

4306 NE Mason St
Portland
OR
97218
Type or Classification
(B)
Arbitration Services
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
Arbitration01/10/2018$5,000
Name and Address
(A)
U.C. Regents - Berkeley
Suite 192
2199 Addison St
Berkeley
CA
94720
Type or Classification
(B)
UC Salary Reimbursement
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$28,286
Total Non-Itemized Transactions with this Payee/Payer$2,794
Total of All Transactions with this Payee/Payer for This Schedule$31,080
Salary reimbursement05/25/2018$15,833
Salary reimbursement01/26/2018$5,122
Salary reimbursement12/14/2017$7,331
Name and Address
(A)
U.C. Regents - Santa Barbara


Santa Barbara
CA
93106
Type or Classification
(B)
UC Salary Reimbursement
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$19,188
Total of All Transactions with this Payee/Payer for This Schedule$19,188
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 543-920

There was no data found for this schedule.

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

There was no data found for this schedule.

SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 543-920

Name and Address
(A)
3848 Campus, L.P.

3848 Campus Drive
Newport Beach
CA
92660
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,857
Total of All Transactions with this Payee/Payer for This Schedule$10,857
Name and Address
(A)
AT&T
5025

Carol Stream
IL
60197
Type or Classification
(B)
Phone
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$34,158
Total of All Transactions with this Payee/Payer for This Schedule$34,158
Name and Address
(A)
AT&T Mobility
6463

Carol Stream
IL
60197
Type or Classification
(B)
Phone
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$28,698
Total of All Transactions with this Payee/Payer for This Schedule$28,698
Name and Address
(A)
Autumn Press

945 Camelia Street
Berkeley
CA
94710
Type or Classification
(B)
Printing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$29,583
Total of All Transactions with this Payee/Payer for This Schedule$29,583
Name and Address
(A)
Blaisdell's Business Products

474 Roland Way
Oakland
CA
94621
Type or Classification
(B)
Office Supplies
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,544
Total of All Transactions with this Payee/Payer for This Schedule$6,544
Name and Address
(A)
Comcast
34744

Seattle
WA
98124
Type or Classification
(B)
Internet
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,704
Total of All Transactions with this Payee/Payer for This Schedule$6,704
Name and Address
(A)
Crown Office Building


Livermore
CA
94551
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,413
Total of All Transactions with this Payee/Payer for This Schedule$9,413
Name and Address
(A)
Davis Paul Management
Suite 203
1375 Sutter St
San Francisco
CA
94109
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$22,306
Total of All Transactions with this Payee/Payer for This Schedule$22,306
Name and Address
(A)
Eastgate Miramar Associates

5820 Miramar Rd
San Diego
CA
92121
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$18,390
Total of All Transactions with this Payee/Payer for This Schedule$18,390
Name and Address
(A)
Frontier Communications
740407

Cincinnati
OH
45274
Type or Classification
(B)
Internet
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,299
Total of All Transactions with this Payee/Payer for This Schedule$5,299
Name and Address
(A)
Great America Leasing Corporation
660831

Dallas
TX
75266
Type or Classification
(B)
Equipment Lease
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,065
Total of All Transactions with this Payee/Payer for This Schedule$7,065
Name and Address
(A)
Greater Santa Cruz Federation Of Teache
Suite 11
501 Mission St
Santa Cruz
CA
95060
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,100
Total of All Transactions with this Payee/Payer for This Schedule$5,100
Name and Address
(A)
Initiative Computing

11457 San Pablo Ave
El Cerrito
CA
94530
Type or Classification
(B)
Computer Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,674
Total of All Transactions with this Payee/Payer for This Schedule$5,674
Name and Address
(A)
Jango Mail
751024

Dayton
OH
45475
Type or Classification
(B)
Email Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,480
Total of All Transactions with this Payee/Payer for This Schedule$5,480
Name and Address
(A)
Lindquist LLP
Suite 400
5000 Executive Parkway
San Ramon
CA
94583
Type or Classification
(B)
Accounting/Auditing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$51,220
Total Non-Itemized Transactions with this Payee/Payer$4,900
Total of All Transactions with this Payee/Payer for This Schedule$56,120
Audit fees01/31/2018$7,000
Audit fees12/22/2017$9,220
Audit fees11/30/2017$7,000
Audit fees10/20/2017$7,000
Audit fees09/28/2017$7,000
Audit fees09/21/2017$7,000
Audit fees07/31/2017$7,000
Name and Address
(A)
Mindy Pines

25 Idaho St
Richmond
CA
94801
Type or Classification
(B)
Website Design & Development
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,423
Total of All Transactions with this Payee/Payer for This Schedule$6,423
Name and Address
(A)
Paramount Exclusive Insurance Services, Inc.
Sutie 500
15760 Ventura Blvd
Encino
CA
91436
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,029
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$13,029
Insurance05/03/2018$6,547
Insurance04/30/2018$6,482
Name and Address
(A)
Paychex
Suite 100
12667 Alcosta Blvd
San Ramon
CA
94583
Type or Classification
(B)
Payroll Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,420
Total Non-Itemized Transactions with this Payee/Payer$477
Total of All Transactions with this Payee/Payer for This Schedule$7,897
Payroll service fees01/22/2018$7,420
Name and Address
(A)
Quicksilver Consulting

1418 Liberty St
El Cerrito
CA
94530
Type or Classification
(B)
Consulting
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$20,346
Total of All Transactions with this Payee/Payer for This Schedule$20,346
Name and Address
(A)
State Compensation Insurance Fund
9102

Pleasanton
CA
94566
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,849
Total Non-Itemized Transactions with this Payee/Payer$41,697
Total of All Transactions with this Payee/Payer for This Schedule$53,546
Insurance02/26/2018$11,849
Name and Address
(A)
STG 2855 Telegraph, LLC
Suite 101
1304 Southpoint Blvd
Petaluma
CA
94954
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$114,932
Total Non-Itemized Transactions with this Payee/Payer$4,215
Total of All Transactions with this Payee/Payer for This Schedule$119,147
Rent06/29/2018$9,601
Rent05/31/2018$9,601
Rent04/26/2018$9,601
Rent03/28/2018$9,601
Rent02/26/2018$9,601
Rent01/29/2018$9,601
Rent12/29/2017$9,601
Rent11/28/2017$9,601
Rent10/27/2017$9,601
Rent09/26/2017$9,601
Rent08/28/2017$9,601
Rent07/26/2017$9,321
Name and Address
(A)
Susannah Buchanan

10500 Mias Canyon
Banning
CA
92220
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,135
Total of All Transactions with this Payee/Payer for This Schedule$5,135
Name and Address
(A)
The Burchill/Sakai Family Trust

2229 Butte Place
Davis
CA
95616
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$27,024
Total of All Transactions with this Payee/Payer for This Schedule$27,024
Name and Address
(A)
Toshiba Business Solutions
Suite 100
12657 Alcosta Blvd
San Ramon
CA
94583
Type or Classification
(B)
Equipment Lease
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,082
Total of All Transactions with this Payee/Payer for This Schedule$5,082
Name and Address
(A)
Triple C Investments, LLC
Suite 350
18383 Preston Rd
Dallas
TX
75252
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$46,008
Total Non-Itemized Transactions with this Payee/Payer$14,889
Total of All Transactions with this Payee/Payer for This Schedule$60,897
Rent06/28/2018$5,112
Rent05/29/2018$5,112
Rent04/26/2018$5,112
Rent03/22/2018$5,112
Rent02/22/2018$5,112
Rent01/25/2018$5,112
Rent12/21/2017$5,112
Rent11/27/2017$5,112
Rent10/26/2017$5,112
Name and Address
(A)
US Postmaster - Oakland

1675 7th St
Oakland
CA
94615
Type or Classification
(B)
Postage
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,000
Total Non-Itemized Transactions with this Payee/Payer$225
Total of All Transactions with this Payee/Payer for This Schedule$15,225
Postage04/20/2018$10,000
Postage07/11/2017$5,000
Name and Address
(A)
Wolfe and Associates

173 Chapel St
Santa Barbara
CA
93111
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$12,902
Total of All Transactions with this Payee/Payer for This Schedule$12,902
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 543-920

Name and Address
(A)
Deaf Counseling Advocacy & Referral Agency
Suite 200
14895 E. 14th St
San Leandro
CA
94578
Type or Classification
(B)
Sign Language Interpreter
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,704
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,704
Interpreter service during UPTE convention01/19/2018$5,704
Name and Address
(A)
Survey & Ballot Systems, Inc

7653 Anagram Dr
Eden Prairie
MN
55344
Type or Classification
(B)
Election Management
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$7,035
Total of All Transactions with this Payee/Payer for This Schedule$7,035
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 543-920

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$588,870
Health BenefitsAnthem Blue Cross$110,587
Health BenefitsKaiser$261,767
Dental BenefitsHealth Care Dental Trust$23,984
Vision BenefitsVision Service Plan$5,867
Life Insurance BenefitsThe Standard$6,370
Defined Contribution PlanCWA Savings Defined Contribution$39,329
Defined Benefit Pension PlanCWA/ITU Negotiated Pension Plan$140,966
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 543-920


Question 11(b):

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

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

Question 13: AS DISCLOSED IN THE GENERAL INFORMATION SECTION, THE LOCAL HAS A POLICY PROHIBITING THE USE OF CORPORATE CREDIT CARDS. AS A RESULT, NUMEROUS UNION EXPENSES ARE PAID THROUGH THE USE OF PERSONAL CREDIT CARDS. THE LOCAL PAYS THE BUSINESS EXPENSES CHARGED ON THE OFFICERS' PERSONAL CREDIT CARDS DIRECTLY TO THE CREDIT CARD COMPANY. AN OFFICER OF THE LOCAL EXPERIENCED A LOSS OF $11,724, AS A RESULT OF FRAUDULENT CREDIT CARD CHARGES WHICH WERE NOT AUTHORIZED OR INITIATED BY THE OFFICER. THESE FRAUDULENT CHARGES OCCURED IN JULY 2017. THE OFFICER SUBMITTED A CLAIM WITH THE CREDIT CARD COMPANY TO OBTAIN CREDIT FOR THE UNAUTHORIZED CHARGES. THE JULY 2017 CREDIT CARD STATEMENT REFLECTS THAT ALL OF THE FRAUDULENT CHARGES WERE REVERSED, THEREFORE THE LOCAL HAS RECOVERED THE MONIES.

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

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

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

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

Schedule 13, Row7:LAWRENCE LIVERMORE NATIONAL LAB MEMBERS PAY A REDUCED RATE OF $25 for LEGACY WORKERS AND $45 FOR SKILLED TRADES WORKERS.

Schedule 13, Row8:ASSOCIATE FACULTY MEMBERS PAY A FULL DUES RATE.

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

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

General Information:

Schedule 11 OFFICER POSITION CHANGES: DURING THE FISCAL YEAR ENDED 6/30/2018, JAMIE MCDOLE WAS VICE PRESIDENT, SHE TOOK OFFICE AS PRESIDENT EFFECTIVE JANUARY 2018. DAN RUSSELL WAS LOCAL 1 REPRESENTATIVE, HE TOOK OFFICE AS EXECUTIVE VICE PRESIDENT EFFECTIVE JANUARY 2018. JOAQUIN CHAVEZ WAS LOCAL 6 REPRESENTATIVE, HE TOOK OFFICE AS VICE PRESIDENT EFFECTIVE JANUARY 2018. FERNANDO MARTINEZ WAS LOCAL 2 REPRESENTATIVE, HE TOOK OFFICE AS SECRETARY EFFECTIVE JANUARY 2018. IN ADDITION, DAMION MILLER REPLACED BILL FITZPATRICK AS LOCAL 4 REPRESENTATIVE EARLY DURING THE FISCAL YEAR, HOWEVER, BILL FITZPATRICK WAS REPLACED BACK BY DAMON MILLER AS OF 6/30/2018. THEREFORE, DAMION MILLER IS REPORTED AS A PAST OFFICER ON SCHEDULE 11.

Schedule 11 & 12 Column F: THE LOCAL HAS A POLICY PROHIBITING THE USE OF CORPORATE CREDIT CARDS. AS A RESULT, NUMEROUS UNION EXPENSES, INCLUDING AIRFARE, LODGING AND FOOD FOR MANY EVENTS, ARE PAID THROUGH THE USE OF PERSONAL CREDIT CARDS. THE LOCAL PAYS THE BUSINESS EXPENSES CHARGED TO THE OFFICERS PERSONAL CREDIT CARDS DIRECTLY TO THE CREDIT CARD COMPANIES. IT IS ALSO COMMON PRACTICE FOR CERTAIN OFFICERS AND EMPLOYEES TO PAY FOR UNION-RELATED TRAVEL AND LODGING EXPENSES ON BEHALF OF OTHER UNION OFFICERS AND EMPLOYEES AND THESE AMOUNTS ARE REPORTED ON SCHEDULES 11 AND 12, COLUMN F. SCHEDULE 15: THERE IS AN ARRANGEMENT BETWEEN THE LOCAL AND THE UNIVERSITY OF CALIFORNIA WHEREBY CERTAIN EMPLOYEES AND OFFICERS (LEASED EMPLOYEES) WORK A PERCENTAGE OF TIME FOR THE LOCAL AND A PERCENTAGE OF TIME FOR THE UNIVERSITY OF CALIFORNIA. THE UNIVERSITY OF CALIFORNIA PAYS SALARIES AND BENEFITS TO THE LEASED EMPLOYEES AND INVOICES THE LOCAL BASED ON THE PERCENT OF TIME THE LEASED EMPLOYEE WORKED FOR THE LOCAL. THESE AMOUNTS HAVE BEEN REPORTED ON SCHEDULE 15 AS UC SALARY REIMBURSEMENTS.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)