543-920 (LM2) 06/30/2019

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: 09-30-2021

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
From	07/01/2018
Through	06/30/2019

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 McDole

PRESIDENT

71. SIGNED:

Shanna m Vela

TREASURER

Date:

Sep 27, 2019

Telephone Number:

510-704-8783

Date:

Sep 27, 2019

Telephone 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?

9,538

21. What are the labor organization's rates of dues and fees?

Rates of Dues and Fees
Dues/Fees	Amount		Unit	Minimum	Maximum
(a) Regular Dues/Fees	1.3% gross wages	per	Month	N/A	80
(b) Working Dues/Fees		per
(c) Initiation Fees		per
(d) Transfer Fees		per
(e) Work Permits		per

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

STATEMENT A - ASSETS AND LIABILITIES

FILE NUMBER: 543-920

ASSETS

ASSETS	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
22. Cash		$2,911,084	$1,978,526
23. Accounts Receivable	1	$589,281	$597,004
24. Loans Receivable	2	$0
25. U.S. Treasury Securities		$0	$0
26. Investments	5	$0
27. Fixed Assets	6	$0
28. Other Assets	7	$28,391	$27,391
29. TOTAL ASSETS		$3,528,756	$2,602,921

LIABILITIES

LIABILITIES	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
30. Accounts Payable	8	$1,119,711	$560,150
31. Loans Payable	9	$0
32. Mortgages Payable		$0	$0
33. Other Liabilities	10	$185,312	$80,807
34. TOTAL LIABILITIES		$1,305,023	$640,957

35. NET ASSETS

$2,223,733

$1,961,964

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

STATEMENT B - RECEIPTS AND DISBURSEMENTS

FILE NUMBER: 543-920

CASH RECEIPTS	SCH	AMOUNT
36. Dues and Agency Fees		$6,676,902
37. Per Capita Tax		$0
38. Fees, Fines, Assessments, Work Permits		$0
39. Sale of Supplies		$0
40. Interest		$1,221
41. Dividends		$0
42. Rents		$8,910
43. Sale of Investments and Fixed Assets	3
44. Loans Obtained	9
45. Repayments of Loans Made	2
46. On Behalf of Affiliates for Transmittal to Them		$0
47. From Members for Disbursement on Their Behalf		$0
48. Other Receipts	14	$218,683
49. TOTAL RECEIPTS		$6,905,716

CASH DISBURSEMENTS		SCH	AMOUNT
50. Representational Activities		15	$2,521,195
51. Political Activities and Lobbying		16	$54,097
52. Contributions, Gifts, and Grants		17	$4,569
53. General Overhead		18	$956,180
54. Union Administration		19	$237,540
55. Benefits		20	$409,953
56. Per Capita Tax			$2,891,907
57. Strike Benefits			$602,578
58. Fees, Fines, Assessments, etc.			$0
59. Supplies for Resale			$0
60. Purchase of Investments and Fixed Assets		4
61. Loans Made		2
62. Repayment of Loans Obtained		9
63. To Affiliates of Funds Collected on Their Behalf			$0
64. On Behalf of Individual Members			$0
65. Direct Taxes			$174,062

66. Subtotal			$7,852,081
67. Withholding Taxes and Payroll Deductions
67a. Total Withheld	$475,828
67b. Less Total Disbursed	$462,021
67c. Total Withheld But Not Disbursed			$13,807
68. TOTAL DISBURSEMENTS			$7,838,274

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	$597,004
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B))	$597,004	$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

Totals will be automatically entered in...

Item 24
Column (A)

Item 61

Item 45

Item 69
with Explanation

Item 24
Column (B)

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 543-920

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

				Less Reinvestments
(The total from Net Sales Line will be automatically entered in Item 43)				Net Sales

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 543-920

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

		Less Reinvestments
(The total from Net Purchases Line will be automatically entered in Item 60.)		Net Purchases

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 5 - INVESTMENTS

FILE NUMBER: 543-920

Description (A)	Amount (B)
Marketable Securities
A. Total Cost
B. Total Book Value
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.

Other Investments
D. Total Cost
E. Total Book Value
F. List each other investment which has a book value over $5,000 and exceeds 5% of Line E. Also, list each subsidiary for which separate reports are attached.

G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B))

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)

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))

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))	$27,391
Deposits Refundable	$27,391

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	$560,150	$0	$0	$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D))	$560,150	$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 44	Item 62	Item 69 with Explanation	Item 31 Column (D)

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 10 - OTHER LIABILITIES

FILE NUMBER: 543-920

Description (A)	Amount at End of Period (B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D))	$80,807
Payroll Withholdings	$13,807
Accrued Vacation	$67,000

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

(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

McDole , Jamie
President
C

$211,327

Schedule 15
Representational Activities

60 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

20 %

A
B
C

Vela , Shanna
Treasurer
C

$26,816

$16,919

$43,735

Schedule 15
Representational Activities

20 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

30 %

Schedule 19
Administration

50 %

A
B
C

Russell , Dan
Executive VP
C

$5,672

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

$2,153

Schedule 15
Representational Activities

20 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

80 %

A
B
C

Fitzpatrick , Bill
Local 4 Rep
P

$1,395

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

Salvato , Teresa
Local 5 Rep
C

$130

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

$2,450

$20,608

$23,058

Schedule 15
Representational Activities

70 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

20 %

A
B
C

Trinidad , Enrique
Local 8 Rep
C

$572

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

$573

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

$873

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
N

$7,232

$2,064

$9,296

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

Nate , Steffen
Local 12 Rep
P

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

Milazzo , Thom
Local 14 Rep
P

$9,100

$813

$9,913

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

Quesada , Ian
Local 184 Rep
C

$1,158

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

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

$2,798

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
C

$1,666

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
C

$1,226

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

Phojanakong , Paul
Local 7 Rep
C

$951

Schedule 15
Representational Activities

70 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

30 %

A
B
C

Freeman , Michele
Local 9 Rep
C

$2,528

Schedule 15
Representational Activities

70 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

30 %

A
B
C

Miller , Damion
Local 4 Rep
N

$2,274

Schedule 15
Representational Activities

70 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

30 %

A
B
C

Fehr , Michael
Local 2 Rep
P

$135

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

Newby , Tobirus
Local 1 Rep
P

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

Barrett , Jenna
Local 2 Rep
N

$1,373

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

Raouf , Sammarah
Local 6 Rep
N

$120

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

Blackman , Sandra
Local 14 Rep
N

$1,213

Schedule 15
Representational Activities

70 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

30 %

Total Officer Disbursements	$46,824	$0	$277,324	$0	$324,148
Less Deductions					$5,283
Net Disbursements					$318,865

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES

FILE NUMBER: 543-920

(A)
Name

(B)
Title

(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

McReynolds , Candy C
LDC
None

$57,956

$6,024

$63,980

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

$74,456

$2,624

$77,080

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

Beigner , Joseph F
LDC
None

$75,290

$7,957

$83,247

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

Brinton , Shane E
Supervisor LDC
None

$78,824

$4,000

$82,824

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

Castillo , Juan A
LDC
None

$74,070

$9,879

$83,949

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

Cota , Alejandra
Administrative
None

$37,553

$3,066

$40,619

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

Defazio- Hampton , Dianna R
LDC
None

$71,193

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

$59,506

$1,050

$60,556

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

Dermand , John C
Member Staff
None

$11,943

$85

$12,028

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

Hines-Shaikh , Amy D
Legislative & Political
None

$49,879

$26,767

$76,646

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

$23,563

$941

$24,504

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

Kohan , Sharam Amir
Administrative
None

$17,883

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

$77,062

$4,311

$81,373

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

$69,307

$1,127

$70,434

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

Montano , Eileen M
LDC
None

$37,035

$472

$37,507

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

Navar , Rafael
LDC
None

$28,061

$1,343

$29,404

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

$70,964

$1,237

$72,201

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

$40,115

$216

$40,331

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

$67,791

$1,243

$69,034

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

$76,217

$2,621

$78,838

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

$74,098

$7,696

$81,794

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

$14,328

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

$77,062

$4,469

$81,531

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

$29,748

$1,213

$30,961

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

Tait , Vanessa M
Publications Coordinator
None

$21,901

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

$35,617

$227

$35,844

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

Waters-Smith , Paul H
Supervisor LDC
None

$76,401

$5,644

$82,045

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 %

TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS

$71,221

$52,813

$124,034

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

20 %

Schedule 19
Administration

0 %

Total Employee Disbursements	$1,499,044	$0	$147,025	$0	$1,646,069
Less Deductions					$470,545
Net Disbursements					$1,175,524

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)	9,538
Agency Fee Payers*	0
Total Members/Fee Payers	9,538
*Agency Fee Payers are not considered members of the labor organization.
Health Care	3,675	Yes
Research	2,641	Yes
Technical	1,524	Yes
Lawrence Berkeley National Lab	153	Yes
Administrative Professionals	385	Yes
Los Alamos National Lab	48	Yes
Lawrence Livermore National Labs	255	Yes
Associate Faculty	857	Yes

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	$125,411
2. Named Payer Non-itemized Receipts	$87,255
3. All Other Receipts	$6,017
4. Total Receipts	$218,683

SCHEDULE 17 CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements	$0
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$0
4. To Employees	$0
5. All Other Disbursements	$4,569
6. Total Disbursements	$4,569

SCHEDULE 15 REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements	$850,914
2. Named Payee Non-itemized Disbursements	$107,395
3. To Officers	$177,839
4. To Employees	$1,209,280
5. All Other Disbursements	$175,767
6. Total Disbursements	$2,521,195

SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee Itemized Disbursements	$218,751
2. Named Payee Non-itemized Disbursements	$308,015
3. To Officers	$35,388
4. To Employees	$323,698
5. All Other Disbursements	$70,328
6. Total Disbursements	$956,180

SCHEDULE 16 POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements	$0
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$23,439
4. To Employees	$30,658
5. All Other Disbursements	$0
6. Total Disbursements	$54,097

SCHEDULE 19 UNION ADMINISTRATION
1. Named Payee Itemized Disbursements	$34,928
2. Named Payee Non-itemized Disbursements	$4,011
3. To Officers	$87,484
4. To Employees	$82,435
5. All Other Disbursements	$28,682
6. Total Disbursements	$237,540

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 14 - OTHER RECEIPTS

FILE NUMBER: 543-920

Name and Address
(A)

-1

Type or Classification
(B)

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$0

Name and Address
(A)

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		$125,411
Total Non-Itemized Transactions with this Payee/Payer		$87,255
Total of All Transactions with this Payee/Payer for This Schedule		$212,666
Subsidized Employee Salary Reimbursement	03/18/2019	$19,494
Subsidized Employee Salary Reimbursement	08/07/2018	$9,027
Subsidized Employee Salary Reimbursement	08/07/2018	$7,137
Subsidized Employee Salary Reimbursement	08/07/2018	$10,999
Subsidized Employee Salary Reimbursement	10/04/2018	$17,799
Bargaining expense reimbursement	10/04/2018	$7,988
Bargaining expense reimbursement	10/04/2018	$7,063
Bargaining expense reimbursement	11/08/2018	$9,538
Bargaining expense reimbursement	11/08/2018	$9,578
Bargaining expense reimbursement	11/27/2018	$5,643
Bargaining expense reimbursement	11/27/2018	$5,231
Bargaining expense reimbursement	01/29/2019	$15,914

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		$5,132
Total Non-Itemized Transactions with this Payee/Payer		$7,192
Total of All Transactions with this Payee/Payer for This Schedule		$12,324
Printing	05/24/2019	$5,132

Name and Address
(A)

Amici's East Coast Pizzer

2200 Lombard St
San Francisco
CA
94123

Type or Classification
(B)

Catering

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$8,480
Total of All Transactions with this Payee/Payer for This Schedule		$8,480

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		$19,624
Total of All Transactions with this Payee/Payer for This Schedule		$19,624

Name and Address
(A)

Barry Winograd
Suite 1400
1999 Harrison St
Oakland
CA
94612

Type or Classification
(B)

Arbitrator

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$14,000
Total Non-Itemized Transactions with this Payee/Payer		$6,006
Total of All Transactions with this Payee/Payer for This Schedule		$20,006
Arbitration services	08/23/2018	$14,000

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		$19,770
Total Non-Itemized Transactions with this Payee/Payer		$9,752
Total of All Transactions with this Payee/Payer for This Schedule		$29,522
Employee Salary reimbursement	08/16/2018	$9,232
Employee Salary reimbursement	08/16/2018	$10,538

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		$510,178
Total Non-Itemized Transactions with this Payee/Payer		$11,343
Total of All Transactions with this Payee/Payer for This Schedule		$521,521
Legal fees	07/31/2018	$22,556
Legal fees	07/31/2018	$30,000
Legal fees	08/23/2018	$50,473
Legal fees	08/23/2018	$16,502
Legal fees	09/24/2018	$17,537
Legal fees	09/24/2018	$12,987
Legal fees	10/23/2018	$8,307
Legal fees	10/23/2018	$22,746
Legal fees	11/20/2018	$6,988
Legal fees	11/20/2018	$32,083
Legal fees	12/17/2018	$12,696
Legal fees	12/17/2018	$9,806
Legal fees	01/24/2019	$8,090
Legal fees	01/24/2019	$7,811
Legal fees	02/14/2019	$20,069
Legal fees	02/14/2019	$9,855
Legal fees	02/14/2019	$8,422
Legal fees	03/25/2019	$14,296
Legal fees	03/25/2019	$14,820
Legal fees	04/22/2019	$25,434
Legal fees	04/22/2019	$50,895
Legal fees	06/03/2019	$39,906
Legal fees	06/03/2019	$28,208
Legal fees	06/18/2019	$19,478
Legal fees	06/18/2019	$20,213

Name and Address
(A)

Mail Stream
Suite K
125 Mason Circle
Concord
CA
94520

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		$2,222
Total of All Transactions with this Payee/Payer for This Schedule		$2,222

Name and Address
(A)

Pension Trustee Advisors

14 Beacon Hill Lane
Greenwood Village
CO
80111

Type or Classification
(B)

Consultant

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$14,358
Total Non-Itemized Transactions with this Payee/Payer		$10,920
Total of All Transactions with this Payee/Payer for This Schedule		$25,278
Consulting fees	01/14/2019	$7,179
Consulting fees	01/14/2019	$7,179

Name and Address
(A)

U.C Regents - Irvine
Suite 400
200 S. Manchester Avenue
Orange
CA
92868

Type or Classification
(B)

UC Salary Reimbursement

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,441
Total Non-Itemized Transactions with this Payee/Payer		$2,319
Total of All Transactions with this Payee/Payer for This Schedule		$8,760
Employee Salary reimbursement	10/11/2018	$6,441

Name and Address
(A)

U.C Regents- San Francisco
Suite 301
3360 Geary Blvd
San Francisco
CA
94118

Type or Classification
(B)

UC Salary Reimbursement

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,951
Total Non-Itemized Transactions with this Payee/Payer		$8,762
Total of All Transactions with this Payee/Payer for This Schedule		$19,713
Employee Salary reimbursement	04/22/2019	$10,951

Name and Address
(A)

U.C. Regents - Berkeley
Suite 192
2199 Addison St
Berkeley
CA
94704

Type or Classification
(B)

UC Salary Reimbursement

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$91,662
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$91,662
Employee Salary reimbursement	07/07/2018	$18,161
Employee Salary reimbursement	10/15/2018	$23,749
Employee Salary reimbursement	01/08/2019	$24,215
Employee Salary reimbursement	04/22/2019	$25,537

Name and Address
(A)

U.C. Regents - San Diego
8912
200 West Arbor Drive
San Diego
CA
92103

Type or Classification
(B)

UC Salary Reimbursement

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$23,299
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$23,299
Employee Salary reimbursement	03/01/2019	$9,438
Employee Salary reimbursement	04/10/2019	$13,861

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		$0
Total Non-Itemized Transactions with this Payee/Payer		$9,173
Total of All Transactions with this Payee/Payer for This Schedule		$9,173

Name and Address
(A)

UC Regents - Davis

One Shields Ave
Davis
CA
95616

Type or Classification
(B)

UC Salary Reimbursement

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$155,123
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$155,123
Employee Salary reimbursement	06/05/2019	$62,841
Employee Salary reimbursement	06/07/2019	$83,031
Employee Salary reimbursement	06/18/2019	$9,251

Name and Address
(A)

UC Regents - Los Angeles
Suite 400
10920 Wilshire Blvd
Los Angeles
CA
90095

Type or Classification
(B)

UC Salary Reimbursement

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,602
Total of All Transactions with this Payee/Payer for This Schedule		$6,602

Name and Address
(A)

US Postmaster - Oakland
Room 120
1675 7th St
Oakland
CA
94615

Type or Classification
(B)

UC Salary Reimbursement

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,000
Total of All Transactions with this Payee/Payer for This Schedule		$5,000

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING

FILE NUMBER 543-920

There was no data found for this schedule.

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS

FILE NUMBER: 543-920

There was no data found for this schedule.

SCHEDULE 18 - GENERAL OVERHEAD

FILE NUMBER: 543-920

Name and Address
(A)

-1

Type or Classification
(B)

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$0

Name and Address
(A)

1001 Broxton LLC

825 S Barrington Ave
Los Angeles
CA
90049

Type or Classification
(B)

Rent

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,406
Total Non-Itemized Transactions with this Payee/Payer		$18,919
Total of All Transactions with this Payee/Payer for This Schedule		$24,325
Rent	10/16/2018	$5,406

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		$0
Total Non-Itemized Transactions with this Payee/Payer		$25,077
Total of All Transactions with this Payee/Payer for This Schedule		$25,077

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		$0
Total Non-Itemized Transactions with this Payee/Payer		$20,666
Total of All Transactions with this Payee/Payer for This Schedule		$20,666

Name and Address
(A)

Benchmark Insurance Company

150 Lake St W
Wayzata
MN
55391

Type or Classification
(B)

Insurance

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$24,479
Total of All Transactions with this Payee/Payer for This Schedule		$24,479

Name and Address
(A)

Bite the Trophy Productions

3424 Arroyo Ave
Davis
CA
95618

Type or Classification
(B)

Office Supplies

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$7,125
Total of All Transactions with this Payee/Payer for This Schedule		$7,125

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		$0
Total Non-Itemized Transactions with this Payee/Payer		$13,701
Total of All Transactions with this Payee/Payer for This Schedule		$13,701

Name and Address
(A)

Comcast
60533

City of Industry
CA
91716

Type or Classification
(B)

Internet

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,021
Total of All Transactions with this Payee/Payer for This Schedule		$6,021

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		$0
Total Non-Itemized Transactions with this Payee/Payer		$9,571
Total of All Transactions with this Payee/Payer for This Schedule		$9,571

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		$0
Total Non-Itemized Transactions with this Payee/Payer		$18,330
Total of All Transactions with this Payee/Payer for This Schedule		$18,330

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		$17,354
Total of All Transactions with this Payee/Payer for This Schedule		$17,354

Name and Address
(A)

Eberts & Harrison, Inc.
Suite 329
10630 Little Patuxent Pky.
Columbia
MD
21044

Type or Classification
(B)

Insurance

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,720
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$6,720
Insurance	10/26/2018	$6,720

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		$0
Total Non-Itemized Transactions with this Payee/Payer		$8,665
Total of All Transactions with this Payee/Payer for This Schedule		$8,665

Name and Address
(A)

Initiative Computing

2334 20th Street
San Pablo
CA
94806

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		$6,808
Total of All Transactions with this Payee/Payer for This Schedule		$6,808

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		$48,400
Total Non-Itemized Transactions with this Payee/Payer		$4,473
Total of All Transactions with this Payee/Payer for This Schedule		$52,873
Audit fees	08/23/2018	$7,000
Audit fees	09/10/2018	$7,000
Audit fees	10/09/2018	$7,000
Audit fees	11/06/2018	$7,000
Audit fees	12/06/2018	$7,000
Audit fees	01/08/2019	$7,000
Audit fees	03/08/2019	$6,400

Name and Address
(A)

MRC Smart Technology Solution

5657 Copley Dr
San Diego
CA
92111

Type or Classification
(B)

Equipment Lease

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,138
Total of All Transactions with this Payee/Payer for This Schedule		$6,138

Name and Address
(A)

Paramount Exclusive Insurance Services, Inc.
Suite 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		$6,919
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$6,919
Insurance	05/09/2019	$6,919

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		$21,280
Total of All Transactions with this Payee/Payer for This Schedule		$21,280

Name and Address
(A)

Rabbit Office Automation

904 Weddell Ct
Sunnyvale
CA
94089

Type or Classification
(B)

Photocopy

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,550
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$5,550
Photocopy service	04/17/2019	$5,550

Name and Address
(A)

Robert Half Management Resources
743295

Los Angeles
CA
90074

Type or Classification
(B)

Human Resource

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,928
Total Non-Itemized Transactions with this Payee/Payer		$40,205
Total of All Transactions with this Payee/Payer for This Schedule		$47,133
Temporary Staffing	06/26/2019	$6,928

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		$118,380
Total Non-Itemized Transactions with this Payee/Payer		$10,036
Total of All Transactions with this Payee/Payer for This Schedule		$128,416
Rent	08/01/2018	$9,601
Rent	08/31/2018	$9,889
Rent	09/20/2018	$9,889
Rent	10/17/2018	$9,889
Rent	11/16/2018	$9,889
Rent	12/31/2018	$9,889
Rent	01/23/2019	$9,889
Rent	03/01/2019	$9,889
Rent	03/15/2019	$9,889
Rent	04/17/2019	$9,889
Rent	05/17/2019	$9,889
Rent	06/18/2019	$9,889

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		$31,044
Total of All Transactions with this Payee/Payer for This Schedule		$31,044

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		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,014
Total of All Transactions with this Payee/Payer for This Schedule		$5,014

Name and Address
(A)

Triple C Investments, LLC
Suite 350
18383 Perston Rd
Dallas
TX
75252

Type or Classification
(B)

Rent

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$20,448
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$20,448
Rent	07/26/2018	$5,112
Rent	08/29/2018	$5,112
Rent	09/27/2018	$5,112
Rent	10/30/2018	$5,112

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		$0
Total Non-Itemized Transactions with this Payee/Payer		$13,109
Total of All Transactions with this Payee/Payer for This Schedule		$13,109

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 19 - UNION ADMINISTRATION

FILE NUMBER: 543-920

Name and Address
(A)

HILTON

7930 Jones Branch Drive
McLean
VA
22102

Type or Classification
(B)

Hotel

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$34,928
Total Non-Itemized Transactions with this Payee/Payer		$4,011
Total of All Transactions with this Payee/Payer for This Schedule		$38,939
Lodging for Convention	04/20/2019	$27,351
Lodging for Convention	04/20/2019	$7,577

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.)		$409,953
Health Benefits	Anthem Blue Cross	$19,817
DC retirement Plan	CWA Savings Defined Contributions	$36,240
DB Pension Plan	CWA/ITU Negotiated Pension Plan	$100,058
Dental	Health Care Dental Trust	$22,310
Health Benefits	Kaiser	$222,023
Life Insurance	The Standard	$4,914
Vision	Vision Service Plan	$4,591

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: DURING THE YEAR ENDED JUNE 30, 2019, THE LOCAL DISCOVERED THREE FRAUDULENT TRANSACTIONS THAT WERE INITIATED BY EXTERNAL PARTIES. 1) ON 5/21/2019 $845 WAS TRANSFERRED OUT OF THE LOCAL'S CHECKING ACCOUNT TO PAY AN EXTERNAL PARTY'S CREDIT CARD BILL; 2) ON 6/3/2019 THE AMOUNT OF A CHECK ISSUED WAS ALTERED FROM $10 TO $450 AND THE CHECK WAS CASHED; 3) 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 $285, AS A RESULT OF A CREDIT CARD CHARGE WHICH WAS NOT AUTHORIZED OR INITIATED BY THE OFFICER. THE FRAUDULENT CHARGE OCCURRED ON 6/3/2019. THE BANKS ARE CURRENTLY INVESTIGATING THESE TRANSACTIONS AND THE LOCAL IS WORKING WITH THE BANKS TO RECOVER THE MONIES.

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

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

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

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

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

Schedule 13, 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 11 OFFICER POSITION CHANGES: DURING THE FISCAL YEAR ENDED 6/30/2019, TOBIRUS NEWBY BECAME LOCAL 1 REPRESENTATIVE THEN RETIRED AS OF 6/30/2019. HE IS REPORTED AS A PAST OFFICER ON SCHEDULE 11. MILLER DAMION BECAME THE LOCAL 4''S CHAPTER REPRESENTATIVE EFFECTIVE APRIL 2019. IN PRIOR YEAR''S LM-2, HE WAS REPORTED AS PAST OFFICER BECAUSE HE WAS LOCAL 4''S CHAPTER REPRESENTATIVE FOR THE PART OF THE YEAR AND REPLACED BY BILL FITZPATRICK AS OF JUNE 30, 2018. 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)