000-160 (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
000-160

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 TRANSIT UNION AFL-CIO
5. DESIGNATION (Local, Lodge, etc.) NATIONAL HEADQUARTERS	6. DESIGNATION NBR
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name OSCAR	Last Name OWENS
P.O Box - Building and Room Number
Number and Street 10000 NEW HAMPSHIRE AVENUE
City SILVER SPRING
State MD	ZIP Code + 4 20903

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:

John A Costa

PRESIDENT

71. SIGNED:

Oscar Owens

TREASURER

Date:

Sep 28, 2019

Telephone Number:

301-431-7100

Date:

Sep 28, 2019

Telephone Number:

301-431-7100

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

ITEMS 10 THROUGH 21

FILE NUMBER: 000-160

10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?	Yes
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?	Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?	Yes
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?	Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)	No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?	$500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?	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?	09/2022

20. How many members did the labor organization have at the end of the reporting period?

201,645

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	Various	per	Month	$2.00	$15.75
(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: 000-160

ASSETS

ASSETS	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
22. Cash		$5,164,963	$7,521,679
23. Accounts Receivable	1	$1,671,081	$1,716,793
24. Loans Receivable	2	$38,923,470	$40,666,470
25. U.S. Treasury Securities		$0	$0
26. Investments	5	$120,786,198	$122,794,236
27. Fixed Assets	6	$564,770	$494,947
28. Other Assets	7	$7,521,561	$9,455,766
29. TOTAL ASSETS		$174,632,043	$182,649,891

LIABILITIES

LIABILITIES	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
30. Accounts Payable	8	$537,047	$1,221,276
31. Loans Payable	9		$0
32. Mortgages Payable		$0	$0
33. Other Liabilities	10	$6,785,596	$7,357,111
34. TOTAL LIABILITIES		$7,322,643	$8,578,387

35. NET ASSETS

$167,309,400

$174,071,504

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

STATEMENT B - RECEIPTS AND DISBURSEMENTS

FILE NUMBER: 000-160

CASH RECEIPTS	SCH	AMOUNT
36. Dues and Agency Fees		$8,864
37. Per Capita Tax		$29,565,960
38. Fees, Fines, Assessments, Work Permits		$92,363
39. Sale of Supplies		$16,723
40. Interest		$34,282
41. Dividends		$3,340,255
42. Rents		$0
43. Sale of Investments and Fixed Assets	3	$40,936,096
44. Loans Obtained	9	$0
45. Repayments of Loans Made	2	$0
46. On Behalf of Affiliates for Transmittal to Them		$0
47. From Members for Disbursement on Their Behalf		$0
48. Other Receipts	14	$566,916
49. TOTAL RECEIPTS		$74,561,459

CASH DISBURSEMENTS		SCH	AMOUNT
50. Representational Activities		15	$10,200,675
51. Political Activities and Lobbying		16	$1,265,244
52. Contributions, Gifts, and Grants		17	$349,590
53. General Overhead		18	$4,836,456
54. Union Administration		19	$4,175,219
55. Benefits		20	$7,446,157
56. Per Capita Tax			$1,404,791
57. Strike Benefits			$0
58. Fees, Fines, Assessments, etc.			$0
59. Supplies for Resale			$4,134
60. Purchase of Investments and Fixed Assets		4	$38,099,102
61. Loans Made		2	$1,743,000
62. Repayment of Loans Obtained		9	$0
63. To Affiliates of Funds Collected on Their Behalf			$0
64. On Behalf of Individual Members			$0
65. Direct Taxes			$2,677,362

66. Subtotal			$72,201,730
67. Withholding Taxes and Payroll Deductions
67a. Total Withheld	$2,887,432
67b. Less Total Disbursed	$2,890,445
67c. Total Withheld But Not Disbursed			-$3,013
68. TOTAL DISBURSEMENTS			$72,204,743

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

SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE

FILE NUMBER: 000-160

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	$667,172	$149,918	$39,062	$0
Totals from all other accounts receivable	$1,049,621
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B))	$1,716,793	$149,918	$39,062	$0
Local 0689 WASHINGTON, DC	$349,835	$21,979	$0
Local 0713 MEMPHIS, TN	$42,091	$21,852	$12,955
Local 0993 OKLAHOMA CITY, OK	$10,362	$4,866	$0
Local 1028 DES PLAINES, IL	$44,990	$31,563	$2,906
Local 1300 BALTIMORE, MD	$102,598	$24,449	$0
Local 1546 BATON ROUGE, LA	$37,691	$10,868	$23,201
Local 1560 NEW ORLEANS, LA	$20,015	$5,470	$0
Local 1563 DENVER, CO	$7,325	$1,395	$0
Local 1614 DOVER, NJ	$10,418	$3,897	$0
Local 1765 OLYMPIA, WA	$18,296	$8,836	$0
Local 1374 CALGARY, AB	$23,551	$14,743	$0

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

SCHEDULE 2 - LOANS RECEIVABLE

FILE NUMBER: 000-160

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

$38,923,470

$1,743,000

$40,666,470

Totals will be automatically entered in...

Item 24
Column (A)

Item 61

Item 45

Item 69
with Explanation

Item 24
Column (B)

Name: ATU TEC Properties LLC
Purpose: Purch Proprty/Operat
Security: Mortgage Lien
Terms of Repayment: 4% Interest due 07/2019

$38,923,470

$1,743,000

$40,666,470

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

SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 000-160

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	$40,936,096	$40,936,096	$44,526,228	$44,526,228
Other Investments	$40,936,096	$40,936,096	$44,526,228	$44,526,228

				Less Reinvestments	$3,590,132
(The total from Net Sales Line will be automatically entered in Item 43)				Net Sales	$40,936,096

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

SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 000-160

Description (if land or buildings, give location) (A)	Cost (B)	Book Value (C)	Cash Paid (D)
Total of all lines above	$41,689,234	$41,689,234	$41,689,234
Furniture	$45,008	$45,008	$45,008
Other Investment	$41,644,226	$41,644,226	$41,644,226

		Less Reinvestments	$3,590,132
(The total from Net Purchases Line will be automatically entered in Item 60.)		Net Purchases	$38,099,102

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

SCHEDULE 5 - INVESTMENTS

FILE NUMBER: 000-160

Description (A)	Amount (B)
Marketable Securities
A. Total Cost	$70,229,690
B. Total Book Value	$70,173,494
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.

AMALGAMATED BANK S&P 500 EQUITY INDEX FUND	$33,385,256
ULLICO	$11,222
SHORT TERM	$486,943
PIEDMONT OFFICE REALTY	$168,209
VANGUARD SHORT TERM BOND INDEX FUND	$15,683,345
BLACKROCK STRATEGIC OPPORTUNITIES FUND	$20,437,624

Other Investments
D. Total Cost	$52,620,742
E. Total Book Value	$52,620,742
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.

AFL Housing Investment Trust	$33,343,145
WAMCO	$11,745,000
ASB Allegiance Real Estate Fund LLP	$5,000,000
Oak Tree Real Estate Debt Fund LLP	$2,532,597

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

$122,794,236

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

SCHEDULE 6 - FIXED ASSETS

FILE NUMBER: 000-160

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

$252,313

$209,965

$42,348

D. Office Furniture and Equipment

$1,834,056

$1,381,457

$452,599

E. Other Fixed Assets

F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B))

$2,086,369

$1,591,422

$494,947

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

SCHEDULE 7 - OTHER ASSETS

FILE NUMBER: 000-160

Description (A)	Book Value (B)
Total (Total will be automatically entered in Item 28, Column(B))	$9,455,766
Prepaid Postage in Transit Publication Meter	$35,000
ATU Health Fund Reserve	$28,000
Accr Int ATU Training & Education Center Mortgage	$6,823,033
Interco Receivable-ATU Training & Education Center	$2,462,793
Prepaid Labor Organization Bond Premium	$106,940

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

SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE

FILE NUMBER: 000-160

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	$1,221,276	$0	$0	$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D))	$1,221,276	$0	$0	$0

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

SCHEDULE 9 - LOANS PAYABLE

FILE NUMBER: 000-160

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: 000-160

Description (A)	Amount at End of Period (B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D))	$7,357,111
Accrued Funeral Benefits for Life Members	$6,900,936
Payroll Withholdings	$21,868
Fair Share Escrow Liability	$25,401
Overpayment of Local Unions	$408,906

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

SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS

FILE NUMBER: 000-160

(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

Barnes , Marcellus
International Vice Presid
C

$169,656

$1,700

$20,801

$192,157

Schedule 15
Representational Activities

39 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

23 %

Schedule 19
Administration

38 %

A
B
C

Borchardt , Janis M
International Vice Presid
C

$169,656

$1,700

$38,236

$209,592

Schedule 15
Representational Activities

50 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

13 %

Schedule 19
Administration

37 %

A
B
C

Bowen , Paul D
International Vice Presid
C

$169,656

$1,700

$43,989

$215,345

Schedule 15
Representational Activities

73 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

2 %

Schedule 19
Administration

25 %

A
B
C

Callahan , John
International Vice Presid
C

$129,585

$1,725

$48,971

$180,281

Schedule 15
Representational Activities

49 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

6 %

Schedule 19
Administration

45 %

A
B
C

Costa , John A
International President
C

$180,537

$1,700

$50,175

$157

$232,569

Schedule 15
Representational Activities

85 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

15 %

A
B
C

Cruz. , Natalie
International Vice Presid
N

$112,484

$1,400

$14,249

$58

$128,191

Schedule 15
Representational Activities

36 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

8 %

Schedule 19
Administration

56 %

A
B
C

Garland. , Anthony
International Vice Presid
N

$13,944

Schedule 15
Representational Activities

86 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

1 %

Schedule 19
Administration

13 %

A
B
C

Hamilton , Bruce E
International Vice Presid
C

$169,656

$1,700

$50,121

$221,477

Schedule 15
Representational Activities

64 %

Schedule 16
Political Activities and Lobbying

13 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

7 %

Schedule 19
Administration

16 %

A
B
C

Hanley , Lawrence J
International President
P

$223,106

$1,300

$6,256

$9,741

$240,403

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

5 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

5 %

Schedule 19
Administration

90 %

A
B
C

Howard , Curtis
International Vice Presid
C

$169,656

$1,700

$42,883

$214,239

Schedule 15
Representational Activities

75 %

Schedule 16
Political Activities and Lobbying

7 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

1 %

Schedule 19
Administration

17 %

A
B
C

Hudson , Claudia
International Vice Presid
P

$14,409

$1,020

$15,429

Schedule 15
Representational Activities

78 %

Schedule 16
Political Activities and Lobbying

3 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

3 %

Schedule 19
Administration

16 %

A
B
C

Johnson Sr , Gary R
International Vice Presid
C

$169,656

$1,700

$35,767

$207,123

Schedule 15
Representational Activities

47 %

Schedule 16
Political Activities and Lobbying

15 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

4 %

Schedule 19
Administration

34 %

A
B
C

Kirk , Kenneth R
International Vice Presid
C

$169,656

$1,700

$37,632

$208,988

Schedule 15
Representational Activities

49 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

51 %

A
B
C

Lindsay III , James B
International Vice Presid
C

$169,656

$1,700

$66,869

$238,225

Schedule 15
Representational Activities

85 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

3 %

Schedule 19
Administration

12 %

A
B
C

Murphy , Richard M
International Vice Presid
C

$169,656

$1,700

$54,689

$226,045

Schedule 15
Representational Activities

86 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

13 %

Schedule 19
Administration

1 %

A
B
C

Owens , Oscar L
International Secretary-T
C

$232,549

$1,700

$8,859

$5,470

$248,578

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

33 %

Schedule 19
Administration

66 %

A
B
C

Perez Jr , Javier M
International Executive V
C

$232,549

$1,700

$14,160

$5,297

$253,706

Schedule 15
Representational Activities

15 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

5 %

Schedule 19
Administration

80 %

A
B
C

Rivera , Rafael
International Vice Presid
C

$169,656

$1,600

$11,296

$182,552

Schedule 15
Representational Activities

66 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

34 %

Schedule 19
Administration

0 %

A
B
C

Sforza , Emanuele
International Vice Presid
C

$129,585

$1,625

$55,198

$186,408

Schedule 15
Representational Activities

43 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

13 %

Schedule 19
Administration

44 %

A
B
C

Sommers , Michelle R
International Vice Presid
C

$169,656

$1,700

$64,283

$235,639

Schedule 15
Representational Activities

54 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

46 %

A
B
C

Trujillo , Yvette
International Vice Presid
C

$169,656

$1,700

$55,278

$226,634

Schedule 15
Representational Activities

27 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

3 %

Schedule 19
Administration

70 %

A
B
C

Watson , Charles
International Vice Presid
C

$169,656

$1,700

$32,985

$204,341

Schedule 15
Representational Activities

36 %

Schedule 16
Political Activities and Lobbying

3 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

38 %

Schedule 19
Administration

23 %

A
B
C

West , Robin G
International Vice Presid
C

$129,585

$1,725

$56,988

$188,298

Schedule 15
Representational Activities

45 %

Schedule 16
Political Activities and Lobbying

5 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

2 %

Schedule 19
Administration

48 %

Total Officer Disbursements	$3,603,861	$34,875	$810,705	$20,723	$4,470,164
Less Deductions					$1,176,463
Net Disbursements					$3,293,701

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

SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES

FILE NUMBER: 000-160

(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

Adams , Kristi
Administrative Assistant
NONE

$91,578

Schedule 15
Representational Activities

45 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

18 %

Schedule 19
Administration

37 %

A
B
C

Alsbergas , Elias
Researcher Special Projec
NONE

$43,831

$2,212

$276

$46,319

Schedule 15
Representational Activities

65 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

35 %

Schedule 19
Administration

0 %

A
B
C

Andrews , Katherine
Associate General Counsel
NONE

$90,675

$862

$91,537

Schedule 15
Representational Activities

47 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

3 %

Schedule 18
General Overhead

7 %

Schedule 19
Administration

33 %

A
B
C

Antonellis , Dennis
International Representat
NONE

$118,870

$53,050

$171,920

Schedule 15
Representational Activities

61 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

4 %

Schedule 19
Administration

35 %

A
B
C

Balanoff , Clem
Assistant to the Presiden
NONE

$115,000

$12,778

$127,778

Schedule 15
Representational Activities

15 %

Schedule 16
Political Activities and Lobbying

70 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

15 %

A
B
C

Bateman , Russell
Policy Analyst/Health T
NONE

$65,902

$4,489

$360

$70,751

Schedule 15
Representational Activities

97 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

3 %

Schedule 19
Administration

0 %

A
B
C

Brogan , Todd B
Field Mobilization Specia
NONE

$101,556

$7,042

$108,598

Schedule 15
Representational Activities

83 %

Schedule 16
Political Activities and Lobbying

5 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

6 %

Schedule 19
Administration

5 %

A
B
C

Bryant , Antonette C
International Representat
NONE

$118,870

$8,874

$12

$127,756

Schedule 15
Representational Activities

19 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

46 %

Schedule 19
Administration

35 %

A
B
C

Cornelius , Michael
Joint Industry Council Co
NONE

$118,870

$9,744

$1,562

$130,176

Schedule 15
Representational Activities

37 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

63 %

Schedule 19
Administration

0 %

A
B
C

Cowan , Alexis
GL Accountant Local 2
NONE

$71,772

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

Dykes , Lindsey D
Intern
NONE

$14,634

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

Dykes , Shedrick V
Assistant to the IP for O
NONE

$152,507

$847

$153,354

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

30 %

Schedule 19
Administration

70 %

A
B
C

Ertl , John
Field Mobilization Specia
NONE

$80,913

$15,800

$96,713

Schedule 15
Representational Activities

95 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

5 %

A
B
C

Evans , Tina
Registry/Support Services
NONE

$66,258

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

Evans , Yvette
Advanced Legal Secretary
NONE

$80,109

$14

$80,123

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

Fitzgerald , Paul
Deputy Director of New Me
NONE

$110,624

$570

$111,194

Schedule 15
Representational Activities

57 %

Schedule 16
Political Activities and Lobbying

14 %

Schedule 17
Contributions

3 %

Schedule 18
General Overhead

7 %

Schedule 19
Administration

19 %

A
B
C

Goldsworthy , Mary
Executive Assistant to th
NONE

$135,243

$2,912

$138,155

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

5 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

5 %

Schedule 19
Administration

90 %

A
B
C

Harms , Michael
International Representat
NONE

$118,870

$53,008

$171,878

Schedule 15
Representational Activities

83 %

Schedule 16
Political Activities and Lobbying

3 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

14 %

A
B
C

Heller , David I
Field Organizer
NONE

$74,752

$7,370

$82,122

Schedule 15
Representational Activities

99 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Holland , Tracy
Support Services Local 2
NONE

$77,709

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

3 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

97 %

Schedule 19
Administration

0 %

A
B
C

Home , Delbert T
Auditor
NONE

$98,287

$10,679

$108,966

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

74 %

Schedule 19
Administration

26 %

A
B
C

Horan III , Gerald
Confidential Administrati
NONE

$64,099

$1,124

$65,223

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

Hubbard , Kenneth D
Director of Collective Ba
NONE

$118,482

$2,829

$121,311

Schedule 15
Representational Activities

48 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

52 %

Schedule 19
Administration

0 %

A
B
C

James , Valerie
Confidential Administrati
NONE

$103,534

$582

$104,116

Schedule 15
Representational Activities

97 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

3 %

Schedule 19
Administration

0 %

A
B
C

Rosenstein-Hopki , James
Organizer
NONE

$34,587

$1,503

$36,090

Schedule 15
Representational Activities

66 %

Schedule 16
Political Activities and Lobbying

18 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

11 %

Schedule 19
Administration

4 %

A
B
C

Lyons , John L
Joint Industry Council Co
NONE

$118,870

$14,413

$133,283

Schedule 15
Representational Activities

97 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

3 %

Schedule 19
Administration

0 %

A
B
C

MacDougall , Stephan
International Representat
NONE

$118,870

$40,862

$159,732

Schedule 15
Representational Activities

75 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

11 %

Schedule 19
Administration

12 %

A
B
C

McCall-Delgado , Michael A
Senior Strategic Research
NONE

$75,321

$2,825

$1,184

$79,330

Schedule 15
Representational Activities

58 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

41 %

Schedule 19
Administration

1 %

A
B
C

McNett , Keira
Associate Counsel
NONE

$22,986

$215

$23,201

Schedule 15
Representational Activities

45 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

5 %

Schedule 19
Administration

50 %

A
B
C

Otzel , Richard
Associate Counsel
NONE

$22,263

$1,062

$23,325

Schedule 15
Representational Activities

28 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

72 %

A
B
C

Price , Doreen
Administrative Assistant
NONE

$94,137

$1,429

$95,566

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

33 %

Schedule 19
Administration

66 %

A
B
C

Reza , Margaret
Registry/Support Services
NONE

$71,795

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

Roscow , David
Assistant to the IP for C
NONE

$152,084

$1,183

$153,267

Schedule 15
Representational Activities

57 %

Schedule 16
Political Activities and Lobbying

14 %

Schedule 17
Contributions

3 %

Schedule 18
General Overhead

7 %

Schedule 19
Administration

19 %

A
B
C

Rosenberg , Jeffrey
Director of Government Af
NONE

$171,097

$3,593

$174,690

Schedule 15
Representational Activities

2 %

Schedule 16
Political Activities and Lobbying

98 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Rubain , Sesil
International Representat
NONE

$118,870

$7,503

$126,373

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

4 %

Schedule 19
Administration

86 %

A
B
C

Salzman , Janet A
Administrative Assistant
NONE

$91,879

$41

$91,920

Schedule 15
Representational Activities

45 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

18 %

Schedule 19
Administration

37 %

A
B
C

Shirley , Mary J
Bookkeeper Local 2
NONE

$19,669

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

Simakova , Anna
COPE Administrator
NONE

$82,108

$72

$82,180

Schedule 15
Representational Activities

2 %

Schedule 16
Political Activities and Lobbying

98 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Singh , Akshai
Organizer
NONE

$51,218

$1,360

$52,578

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

Smalls , Stanley
Organizer
NONE

$80,000

$38,417

$252

$118,669

Schedule 15
Representational Activities

55 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

5 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

40 %

A
B
C

Smith , Daniel
Assistant General Counsel
NONE

$159,903

$5,906

$165,809

Schedule 15
Representational Activities

45 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

18 %

Schedule 19
Administration

37 %

A
B
C

Smith , Melvin D
Administrative Assistant
NONE

$94,137

Schedule 15
Representational Activities

15 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

5 %

Schedule 19
Administration

80 %

A
B
C

Stelitano , Casy
Field Organizer
NONE

$51,894

$15,601

$67,495

Schedule 15
Representational Activities

14 %

Schedule 16
Political Activities and Lobbying

72 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

12 %

Schedule 19
Administration

1 %

A
B
C

Straughan , Lauri
Manager of Union Traini
NONE

$160,725

$2,570

$163,295

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

Sundquist , Daniel
International Representat
NONE

$49,529

$7,771

$57,300

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

Thompson , Shelley
Assistant Controller
NONE

$105,204

$219

$105,423

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

Thorp , Paul
ATU Canada President
NONE

$16,614

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

Townsend , Christopher W
Director of Field Mobiliz
NONE

$124,377

$1,201

$155

$125,733

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

Trumbull , Nancy
Controller
NONE

$182,071

$452

$1,920

$184,443

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

90 %

Schedule 19
Administration

10 %

A
B
C

Tufano , Alyssa
Strategic Researcher
NONE

$72,103

$365

$574

$73,042

Schedule 15
Representational Activities

73 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

25 %

Schedule 19
Administration

1 %

A
B
C

Virgil , Juanita
Confidential Bookkeeper
NONE

$75,934

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

Walker , Macey
Stockroom Clerk
NONE

$41,646

$688

$42,334

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

Watt , Edward F
Director of Special Proje
NONE

$143,772

$16,630

$887

$161,289

Schedule 15
Representational Activities

97 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

3 %

Schedule 19
Administration

0 %

A
B
C

Williams , Deborah A
Confidential Administrati
NONE

$93,815

$449

$94,264

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

30 %

Schedule 19
Administration

70 %

A
B
C

Williams , Marilyn
International Representat
NONE

$118,870

$37,250

$156,120

Schedule 15
Representational Activities

96 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

4 %

A
B
C

Yousefi , Salma
Deputy Controller
NONE

$107,498

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

Bromberg , Daniel S
Intern
NONE

$10,650

$195

$10,845

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

DiNino , John
ATU Canada President
NONE

$101,929

$2,892

$104,821

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

Cruz , Natalie
International Representat
NONE

$39,623

$6,529

$46,152

Schedule 15
Representational Activities

36 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

8 %

Schedule 19
Administration

56 %

A
B
C

Garland , Anthony
International Representat
NONE

$108,964

$21,881

$130,845

Schedule 15
Representational Activities

86 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

1 %

Schedule 19
Administration

13 %

TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS

$25,528

$5,568

$31,096

Schedule 15
Representational Activities

18 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

82 %

Schedule 19
Administration

0 %

Total Employee Disbursements	$5,443,485	$0	$435,417	$7,196	$5,886,098
Less Deductions					$1,769,568
Net Disbursements					$4,116,530

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

SCHEDULE 13 - MEMBERSHIP STATUS

FILE NUMBER: 000-160

Category of Membership (A)	Number (B)	Voting Eligibility (C)
Members (Total of all lines above)	201,645
Agency Fee Payers*	249
Total Members/Fee Payers	201,894
*Agency Fee Payers are not considered members of the labor organization.
Active	156,607	Yes
Pension	44,046	Yes
Member at Large - Active	41	No
Members at Large - Pension	951	No

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

DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19

FILE NUMBER: 000-160

SCHEDULE 14 OTHER RECEIPTS
1. Named Payer Itemized Receipts	$405,553
2. Named Payer Non-itemized Receipts	$20,694
3. All Other Receipts	$140,669
4. Total Receipts	$566,916

SCHEDULE 17 CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements	$222,982
2. Named Payee Non-itemized Disbursements	$21,631
3. To Officers	$0
4. To Employees	$18,735
5. All Other Disbursements	$86,242
6. Total Disbursements	$349,590

SCHEDULE 15 REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements	$3,952,282
2. Named Payee Non-itemized Disbursements	$1,388,850
3. To Officers	$2,177,631
4. To Employees	$2,474,822
5. All Other Disbursements	$207,090
6. Total Disbursements	$10,200,675

SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee Itemized Disbursements	$1,699,497
2. Named Payee Non-itemized Disbursements	$832,821
3. To Officers	$441,139
4. To Employees	$1,695,770
5. All Other Disbursements	$167,229
6. Total Disbursements	$4,836,456

SCHEDULE 16 POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements	$567,019
2. Named Payee Non-itemized Disbursements	$86,803
3. To Officers	$105,371
4. To Employees	$467,974
5. All Other Disbursements	$38,077
6. Total Disbursements	$1,265,244

SCHEDULE 19 UNION ADMINISTRATION
1. Named Payee Itemized Disbursements	$912,963
2. Named Payee Non-itemized Disbursements	$244,453
3. To Officers	$1,746,023
4. To Employees	$1,228,802
5. All Other Disbursements	$42,978
6. Total Disbursements	$4,175,219

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

SCHEDULE 14 - OTHER RECEIPTS

FILE NUMBER: 000-160

Name and Address
(A)

AFL-CIO WASHINGTON, DC

815 15TH STREET
WASHINGTON
DC
20006

Type or Classification
(B)

AFFILIATE UNION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$179,669
Total Non-Itemized Transactions with this Payee/Payer		$10,548
Total of All Transactions with this Payee/Payer for This Schedule		$190,217
AFL-CIO ROYALTIES	01/31/2019	$6,506
AFL-CIO ROYALTIES	01/31/2019	$7,584
AFL-CIO ROYALTIES	01/31/2019	$7,564
AFL-CIO ROYALTIES	12/31/2018	$7,640
AFL-CIO ROYALTIES	11/30/2018	$7,783
AFL-CIO ROYALTIES	10/31/2018	$6,116
AFL-CIO ROYALTIES	09/30/2018	$8,022
AFL-CIO ROYALTIES	09/30/2018	$7,993
AFL-CIO ROYALTIES	08/31/2018	$7,973
AFL-SIGNING BONUS	08/31/2018	$61,126
AFL-CIO ROYALTIES	07/31/2018	$6,561
AFL-CIO ROYALTIES	07/31/2018	$8,111
AFL-CIO ROYALTIES	06/30/2019	$7,465
AFL-CIO ROYALTIES	05/31/2019	$7,460
AFL-CIO ROYALTIES	04/30/2019	$7,572
AFL-CIO ROYALTIES	04/30/2019	$6,592
AFL-CIO ROYALTIES	03/31/2019	$7,601

Name and Address
(A)

CAREFIRST ADMINISTRATORS
PAYMENT ADMINISTRATOR
P.O. BOX 780210
PHILADELPHIA
PA
19178-0210

Type or Classification
(B)

BENEFIT ADMINISTRATOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,452
Total of All Transactions with this Payee/Payer for This Schedule		$6,452

Name and Address
(A)

CENTERS FOR MEDICARE MEDICAID SERVICES

WASHINGTON
DC
20002

Type or Classification
(B)

GOVERNMENT AGENCY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$28,314
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$28,314
MEDICARE REIMBURSEMENT RETIREE DRUG SUBSIDY	03/29/2019	$28,314

Name and Address
(A)

MESIROW INSURANCE SERVICES INC.
29278 NETWORK PLACE

CHICAGO
IL
60673-1292

Type or Classification
(B)

INSURANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$41,112
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$41,112
INSURANCE AUDIT RETURNED PREMIUM ADJUSTMENT	09/30/2018	$23,470
RETURN OF PREMIUM FOR CANCELLED BLDG INSURANCE	09/30/2018	$17,642

Name and Address
(A)

OPTUM
11000 OPTUM CIRCLE
MN101-E010
EDEN PRAIRIE
MN
55344

Type or Classification
(B)

HEALTH CARE INSURER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$137,352
Total Non-Itemized Transactions with this Payee/Payer		$3,694
Total of All Transactions with this Payee/Payer for This Schedule		$141,046
STOP LOSS HEALTH INSURANCE REIMBURSEMENT	04/17/2019	$59,359
STOP LOSS HEALTH INSURANCE REIMBURSEMENT	01/01/2019	$13,759
STOP LOSS HEALTH INSURANCE REIMBURSEMENT	11/30/2018	$41,837
STOP LOSS HEALTH INSURANCE REIMBURSEMENT	09/06/2018	$22,397

Name and Address
(A)

UNION PRIVILEGE

1100 FIRST STREET
WASHINGTON
DC
20002

Type or Classification
(B)

AFFILIATE UNION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$19,106
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$19,106
PARTICIPATION PAYMENT	04/30/2019	$19,106

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

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES

FILE NUMBER: 000-160

Name and Address
(A)

AIR CANADA
P.O. BOX 6031
3111 CONVAIR DR
TORONTO ON
00

Type or Classification
(B)

AIRLINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$45,910
Total of All Transactions with this Payee/Payer for This Schedule		$45,910

Name and Address
(A)

ALASKA AIRLINES
PO BOX 68900

SEATTLE
WA
98168

Type or Classification
(B)

AIRLINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$41,108
Total of All Transactions with this Payee/Payer for This Schedule		$41,108

Name and Address
(A)

AMERICAN AIRLINES

4333 AMONCARTER BOULEVARD
ROCKFORD
IL
76155

Type or Classification
(B)

AIRLINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$111,785
Total of All Transactions with this Payee/Payer for This Schedule		$111,785

Name and Address
(A)

ATU CANADA

61 INTERNATIONAL BLVD SUIT
TORONTO
00

Type or Classification
(B)

AFFILIATE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$99,296
Total Non-Itemized Transactions with this Payee/Payer		$1,140
Total of All Transactions with this Payee/Payer for This Schedule		$100,436
ORGANIZING CONSULTING FEES/EXPENSES	11/21/2018	$42,010
KEEP TRANSIT PUBLIC CAMPAIGN	10/25/2018	$57,286

Name and Address
(A)

ATU LU 587, SEATTLE, WA

2815 SECOND AVE #230
SEATTLE
WA
98121

Type or Classification
(B)

LOCAL UNION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$171,948
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$171,948
HEALTH SAFETY CONSULTING FEES/EXPENSES	06/06/2019	$14,329
HEALTH SAFETY CONSULTING FEES/EXPENSES	06/06/2019	$14,329
HEALTH SAFETY CONSULTING FEES/EXPENSES	04/04/2019	$14,329
HEALTH SAFETY CONSULTING FEES/EXPENSES	03/07/2019	$14,329
HEALTH SAFETY CONSULTING FEES/EXPENSES	02/07/2019	$14,329
HEALTH SAFETY CONSULTING FEES/EXPENSES	01/09/2019	$14,329
HEALTH SAFETY CONSULTING FEES/EXPENSES	12/11/2018	$14,329
HEALTH SAFETY CONSULTING FEES/EXPENSES	11/08/2018	$14,329
HEALTH SAFETY CONSULTING FEES/EXPENSES	11/08/2018	$14,329
HEALTH SAFETY CONSULTING FEES/EXPENSES	09/18/2018	$14,329
HEALTH SAFETY CONSULTING FEES/EXPENSES	08/06/2018	$14,690
HEALTH SAFETY CONSULTING FEES/EXPENSES	07/02/2018	$13,968

Name and Address
(A)

ATU TRAINING EDUCATION CENTER, INC.

1000 NEW HAMPSHIRE AVE
SILVER SPRING
MD
20903

Type or Classification
(B)

TRAINING CENTER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$938,272
Total Non-Itemized Transactions with this Payee/Payer		$101,434
Total of All Transactions with this Payee/Payer for This Schedule		$1,039,706
LODGING - INSIDER ORG TRAINING	05/23/2019	$5,000
LODGING - GEB MEETING	05/23/2019	$55,144
LODGING - STEWARDS TRAINING	05/23/2019	$97,006
LODGING - ADVANCED ARBITRATION	05/23/2019	$18,252
LODGING - LLU 113 TRAINING	03/29/2019	$111,629
LODGING - COLLECTVE BARG TRAINING	03/21/2019	$58,082
LODGING - MAINTENANCE TRAINING	03/21/2019	$76,449
REIMBURSE INSTRUCTOR FEES	03/18/2019	$10,000
REIMBURSE INSTRUCTOR FEES	03/18/2019	$5,000
REIMBURSE INSTRUCTOR FEES	03/18/2019	$5,000
REIMBURSE INSTRUCTOR FEES	03/18/2019	$6,000
REIMBURSE INSTRUCTOR FEES	03/18/2019	$5,250
LODGING - MAINTENANCE TRAINING	02/12/2019	$46,350
LODGING - MAINTENANCE TRAINING	02/12/2019	$96,682
LODGING - MAINTENANCE TRAINING	02/12/2019	$7,125
LODGING - MAINTENANCE TRAINING	02/12/2019	$6,250
REIMBURSE INSTRUCTOR FEES	10/18/2018	$28,048
LODGING - FINANCIAL SECRETARY'S TRAINING	10/01/2018	$24,529
LODGING - INSIDER ORG TRAINING	10/01/2018	$8,657
LODGING - NEW PR TRAINING	10/01/2018	$21,967
LODGING - ADVANCED ARBITRATION	09/06/2018	$10,000
LODGING - INSIDE ORG SCHOOL	09/06/2018	$5,000
LODGING - QUICKBOOKS/EXCEL TRAINING	09/06/2018	$12,128
LODGING - INSIDE ORG SCHOOL	09/06/2018	$5,000
LODGING - COLLECTVE BARG TRAINING	08/27/2018	$16,222
LODGING - COLLECTVE BARG TRAINING	08/27/2018	$34,636
LODGING - SCHOOL BUS SEMINAR	08/27/2018	$13,905
LODGING - SCHOOL BUS SEMINAR	08/27/2018	$31,638
LODGING - JIC TRAINING	05/07/2019	$7,976
LODGING - JIC TRAINING	05/07/2019	$5,214
LODGING - STEWARDS TRAINING	05/07/2019	$85,795
LODGING - STEWARDS TRAINING	05/07/2019	$6,000
LODGING - LU 689 TRAINING	05/07/2019	$12,338

Name and Address
(A)

BLITMAN KING LLP

443 NORTH FRANKLIN STREET S
SYRACUSE
NY
13204-5412

Type or Classification
(B)

ATTORNEY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,772
Total Non-Itemized Transactions with this Payee/Payer		$6,551
Total of All Transactions with this Payee/Payer for This Schedule		$12,323
HEALTH CARE BARGAINING/AHCA LEGAL FEES	09/11/2018	$5,772

Name and Address
(A)

BNA
P.O. BOX 17009

BALTIMORE
MD
21297-1009

Type or Classification
(B)

PUBLISHER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$23,688
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$23,688
LEGAL PUBLICATION SUBSCRIPTION	08/06/2018	$23,688

Name and Address
(A)

BREDHOFF KAISER

805 15TH ST, NW STE 1000
WASHINGTON
DC
20005

Type or Classification
(B)

LAW FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$93,612
Total Non-Itemized Transactions with this Payee/Payer		$39,800
Total of All Transactions with this Payee/Payer for This Schedule		$133,412
LEGAL FEES - RE SUBCONTRACTING 13C	05/23/2019	$14,888
LEGAL FEES - RE SUBCONTRACTING 13C	12/11/2018	$6,425
LEGAL FEES - PEPRA AND 13C ADMINISTRATION	11/09/2018	$14,962
LEGAL FEES - PEPRA AND 13C ADMINISTRATION	09/18/2018	$6,962
LEGAL FEES - MARTA SUBCONTRACTING 13C	09/18/2018	$15,925
LEGAL FEES - MARTA SUBCONTRACTING 13C	08/29/2018	$12,275
LEGAL FEES - MARTA SUBCONTRACTING 13C	07/26/2018	$22,175

Name and Address
(A)

BRIAN LANGILLE

78 QUEENS PARK
TORONTO
00

Type or Classification
(B)

ATTORNEY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$19,083
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$19,083
LEGAL FEES - CHALLENGES TO ATU CGL PROVISIONS	01/07/2019	$10,250
LEGAL FEES - CHALLENGES TO ATU CGL PROVISIONS	10/30/2018	$8,833

Name and Address
(A)

BRIAN SHERLOCK

10321 PARKMAN ROAD
SILVER SPRINGS
MD
20903

Type or Classification
(B)

SAFETY CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$16,549
Total of All Transactions with this Payee/Payer for This Schedule		$16,549

Name and Address
(A)

BRUCE COLBURN

3901 N FARWELL AVENUE
MILWAUKEE
WI
53211

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$38,756
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$38,756
CONSULTING FEES/EXPENSES ORGANIZING	06/07/2019	$6,300
CONSULTING FEES/EXPENSES ORGANIZING	04/10/2019	$11,726
CONSULTING FEES/EXPENSES ORGANIZING	01/04/2019	$11,000
CONSULTING FEES/EXPENSES ORGANIZING	09/07/2018	$9,730

Name and Address
(A)

CANADA POST CORPORATION

2701 JRIVERSIDE DR
OTTAWA
00

Type or Classification
(B)

POSTAL SERVICE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$90,315
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$90,315
IN TRANSIT PUBLICATION ALLOCATED POSTAGE	04/17/2019	$17,997
IN TRANSIT PUBLICATION ALLOCATED POSTAGE	02/14/2019	$17,992
IN TRANSIT PUBLICATION ALLOCATED POSTAGE	01/18/2019	$17,377
IN TRANSIT PUBLICATION ALLOCATED POSTAGE	11/05/2018	$17,378
IN TRANSIT PUBLICATION ALLOCATED POSTAGE	08/10/2018	$19,571

Name and Address
(A)

CAPE CODDER RESORT SPA

1225 IYANNOUGH ROAD
HYANNIS
MA
02601

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,101
Total Non-Itemized Transactions with this Payee/Payer		$353
Total of All Transactions with this Payee/Payer for This Schedule		$7,454
NE JOINT CONFERENCE MEALS	06/13/2019	$7,101

Name and Address
(A)

DANA EDWARD EISCHEN
PO BOX 730

SPENCER
NY
14883-0730

Type or Classification
(B)

ATTORNEY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$29,265
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$29,265
LEGAL FEES - SUBCONTRACTING 13C	10/04/2018	$29,265

Name and Address
(A)

DEBORAH LITTMAN

320-44 CHARLES ST. W
TORONTO
00

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$134,163
Total Non-Itemized Transactions with this Payee/Payer		$1,875
Total of All Transactions with this Payee/Payer for This Schedule		$136,038
CONSULTING FEES/EXPENSES ORGANIZING	06/07/2019	$11,445
CONSULTING FEES/EXPENSES ORGANIZING	05/23/2019	$11,445
CONSULTING FEES/EXPENSES ORGANIZING	04/02/2019	$11,445
CONSULTING FEES/EXPENSES ORGANIZING	03/06/2019	$11,092
CONSULTING FEES/EXPENSES ORGANIZING	02/04/2019	$11,092
CONSULTING FEES/EXPENSES ORGANIZING	01/16/2019	$11,092
CONSULTING FEES/EXPENSES ORGANIZING	12/03/2018	$11,092
CONSULTING FEES/EXPENSES ORGANIZING	11/05/2018	$11,092
CONSULTING FEES/EXPENSES ORGANIZING	09/25/2018	$11,092
CONSULTING FEES/EXPENSES ORGANIZING	09/11/2018	$11,092
CONSULTING FEES/EXPENSES ORGANIZING	08/01/2018	$11,092
CONSULTING FEES/EXPENSES ORGANIZING	07/12/2018	$11,092

Name and Address
(A)

DELTA AIR LINES

1030 DELTA BOULEVARD
ATLANTA
GA
30320

Type or Classification
(B)

AIRLINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$165,227
Total of All Transactions with this Payee/Payer for This Schedule		$165,227

Name and Address
(A)

DESPRES, SCHWARTZ GEOGHEGAN, LTD

77 WEST WASHINGTON St SUITE
CHICAGO
IL
60602-3271

Type or Classification
(B)

LAW FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$178,237
Total Non-Itemized Transactions with this Payee/Payer		$4,550
Total of All Transactions with this Payee/Payer for This Schedule		$182,787
LEGAL FEES - PROTECT MEMBERS 1ST AMENDMENT RIGHTS	06/17/2019	$24,411
LEGAL FEES - PROTECT MEMBERS 1ST AMENDMENT RIGHTS	05/10/2019	$16,113
LEGAL FEES - PROTECT MEMBERS 1ST AMENDMENT RIGHTS	02/27/2019	$19,912
LEGAL FEES - PROTECT MEMBERS 1ST AMENDMENT RIGHTS	01/07/2019	$10,318
LEGAL FEES - PROTECT MEMBERS 1ST AMENDMENT RIGHTS	10/18/2018	$5,075
LEGAL FEES - PROTECT MEMBERS 1ST AMENDMENT RIGHTS	10/03/2018	$34,057
LEGAL FEES - PROTECT MEMBERS 1ST AMENDMENT RIGHTS	07/26/2018	$24,104
LEGAL FEES - PROTECT MEMBERS 1ST AMENDMENT RIGHTS	07/16/2018	$12,739
LEGAL FEES - PROTECT MEMBERS 1ST AMENDMENT RIGHTS	07/16/2018	$31,508

Name and Address
(A)

ELADIO DIAZ

377 WIND WOOD OAKS DRIVE AP
TAMPA
FL
33613

Type or Classification
(B)

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$22,500
Total of All Transactions with this Payee/Payer for This Schedule		$22,500

Name and Address
(A)

ELLIOTT SCLAR, PH.D.

76 STUYVESANT AVENUE
LARCHMONT
NY
10538

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$9,500
Total Non-Itemized Transactions with this Payee/Payer		$1,225
Total of All Transactions with this Payee/Payer for This Schedule		$10,725
RESEARCH FEES RE PRIVITIZATION	05/23/2019	$9,500

Name and Address
(A)

EOHS ASSOCIATES LLC

37 DEKOVEN COURT
BROOKLYN
NY
11230

Type or Classification
(B)

RESEARCH FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$29,223
Total of All Transactions with this Payee/Payer for This Schedule		$29,223

Name and Address
(A)

FINGERHUT GRANADOS OPINION RESEARCH

307 YOAKUM PARKWAY, #1409
ALEXANDRIA
VA
22304-3834

Type or Classification
(B)

COMMUNICATIONS CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$9,800
Total Non-Itemized Transactions with this Payee/Payer		$44,000
Total of All Transactions with this Payee/Payer for This Schedule		$53,800
RADIO SPOT MARTHAS VINEYARD CONTRACT CAMPAIGN	06/18/2019	$9,800

Name and Address
(A)

GLADSTEIN REIF MEGINNISS LLP

817 BROADWAY FLR 6
NEW YORK
NY
10003

Type or Classification
(B)

LAW FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$146,087
Total Non-Itemized Transactions with this Payee/Payer		$15,718
Total of All Transactions with this Payee/Payer for This Schedule		$161,805
LEGAL FEES - MONTHLY RETAINER	06/18/2019	$10,750
LEGAL FEES - MONTHLY RETAINER	05/09/2019	$10,750
LEGAL FEES - LU 689 NEGOTIATIONS	05/01/2019	$9,369
LEGAL FEES - MONTHLY RETAINER	04/17/2019	$10,750
LEGAL FEES - MONTHLY RETAINER	03/18/2019	$10,750
LEGAL FEES - MONTHLY RETAINER	02/13/2019	$10,750
LEGAL FEES - MONTHLY RETAINER	01/15/2019	$10,750
LEGAL FEES - MONTHLY RETAINER	12/19/2018	$10,750
LEGAL FEES - MONTHLY RETAINER	11/15/2018	$10,750
LEGAL FEES - MONTHLY RETAINER	10/18/2018	$10,750
LEGAL FEES - MONTHLY RETAINER	09/12/2018	$10,750
LEGAL FEES - NYC PROCUREMENT LAW	08/29/2018	$7,718
LEGAL FEES - MONTHLY RETAINER	08/17/2018	$10,750
LEGAL FEES - MONTHLY RETAINER	07/19/2018	$10,750

Name and Address
(A)

HAMPTON INN BROOKLYN, NY

BROOKLYN
NY
11201

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$8,737
Total of All Transactions with this Payee/Payer for This Schedule		$8,737

Name and Address
(A)

JACOBS,BURNS,ORLOVE HERNANDEZ

150 N MICHIGAN AVE STE 1000
CHICAGO
IL
60601

Type or Classification
(B)

LAW FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,563
Total Non-Itemized Transactions with this Payee/Payer		$248
Total of All Transactions with this Payee/Payer for This Schedule		$6,811
LEGAL FEES - DEFEND IU AGAINST DFR	02/27/2019	$6,563

Name and Address
(A)

JET BLUE AIRWAYS

1 RICHARD E BYRD TERMINAL D
RICHMOND
VA
23250

Type or Classification
(B)

AIRLINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$17,772
Total of All Transactions with this Payee/Payer for This Schedule		$17,772

Name and Address
(A)

JONATHAN LANGE

130 SOUTH HOMELAND AVENUE
ANNAPOLIS
MD
21401

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$11,827
Total of All Transactions with this Payee/Payer for This Schedule		$11,827

Name and Address
(A)

JUBELIRER, PASS INTRIERI, PC

219 FORT PITT BLVD
PITTSBURGH
PA
15222-1576

Type or Classification
(B)

LAW FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$9,666
Total of All Transactions with this Payee/Payer for This Schedule		$9,666

Name and Address
(A)

K R INDUSTRIES
P.O. BOX 220690

CHANTILLY
VA
20153

Type or Classification
(B)

SUPPLIER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,669
Total of All Transactions with this Payee/Payer for This Schedule		$5,669

Name and Address
(A)

KENNETH DEAN HUBBARD, JR

1150 RIPLEY STREET SUITE 14
SILVER SPRING
MD
20910

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$7,246
Total of All Transactions with this Payee/Payer for This Schedule		$7,246

Name and Address
(A)

KEPKA PRODUCTIONS LLC

7416 HANCOCK AVENUE
TAKOMA PARK
MD
20912

Type or Classification
(B)

VIDEO PRODUCTION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$15,540
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$15,540
VIDEOGRAPHY CINDERBED CAMPAIGN	06/17/2019	$5,000
VIDEOGRAPHY CINDERBED CAMPAIGN	05/09/2019	$5,540
VIDEOGRAPHY CINDERBED CAMPAIGN	03/28/2019	$5,000

Name and Address
(A)

LABOR EDUCATION AND RESEARCH PROJECT

7435 MICHIGAN AVE.
DETROIT
MI
48210

Type or Classification
(B)

EDUCATION PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$9,500
Total of All Transactions with this Payee/Payer for This Schedule		$9,500

Name and Address
(A)

LEIBEL LAW

6150 HIGHWAY 400 SUITE C
CUMMING
GA
30028

Type or Classification
(B)

LAW FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,415
Total Non-Itemized Transactions with this Payee/Payer		$3,975
Total of All Transactions with this Payee/Payer for This Schedule		$9,390
LEGAL FEES - MARTA SICKOUT LAWSUIT	04/04/2019	$5,415

Name and Address
(A)

METRO IAF, INC.

2 RICHMOND ROAD #2D
LIDO BEACH
NY
11561

Type or Classification
(B)

ADVOCACY GROUP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$333,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$333,000
CONSULTING FEES/EXPENSES ORGANIZING	06/07/2019	$85,000
CONSULTING FEES/EXPENSES ORGANIZING	03/04/2019	$85,000
CONSULTING FEES/EXPENSES ORGANIZING	11/05/2018	$85,000
CONSULTING FEES/EXPENSES ORGANIZING	07/26/2018	$78,000

Name and Address
(A)

MICROSEARCH CORPORATION

101 WESTERN AVENUE SUITE 1
GLOUCESTER
MA
01930-3649

Type or Classification
(B)

DATA STORAGE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,500
Total Non-Itemized Transactions with this Payee/Payer		$8,250
Total of All Transactions with this Payee/Payer for This Schedule		$14,750
INTL PRES CORRESPONDENCE RETENTION	02/27/2019	$6,500

Name and Address
(A)

MILWAUKEE AREA SERVICE AND

1110 N. OLD WORLD 3RD ST
MILWAUKEE
WI
53203

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$40,530
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$40,530
REIMBURSE LOST WAGES - ORGANIZING	01/29/2019	$40,530

Name and Address
(A)

MOUNT VERNON PRINTING
PO BOX 842307

BOSTON
MA
02284-2307

Type or Classification
(B)

PRINTER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$216,290
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$216,290
IN TRANSIT PUBLICATION PRINTING	04/10/2019	$44,406
IN TRANSIT PUBLICATION PRINTING	03/04/2019	$36,188
IN TRANSIT PUBLICATION PRINTING	01/10/2019	$43,641
IN TRANSIT PUBLICATION PRINTING	10/30/2018	$47,622
IN TRANSIT PUBLICATION PRINTING	08/10/2018	$44,433

Name and Address
(A)

NEYHART,ANDERSON,FLYNN GROSBOLL

369 PINE STREET SUITE 800
SAN FRANCISCO
CA
94104-3323

Type or Classification
(B)

LEGAL FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,303
Total Non-Itemized Transactions with this Payee/Payer		$7,885
Total of All Transactions with this Payee/Payer for This Schedule		$14,188
LEGAL FEES - 1ST AMENDMENT CASE	07/16/2018	$6,303

Name and Address
(A)

PACIFIC NORTHWEST LABOR RESEARCH LLC

8729 MAIN STREET
EDMONDS
WA
98026

Type or Classification
(B)

CONSULTANTING FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$71,446
Total Non-Itemized Transactions with this Payee/Payer		$8,387
Total of All Transactions with this Payee/Payer for This Schedule		$79,833
RESEARCH CONSULTING FEES/EXPENSES	06/06/2019	$5,000
RESEARCH CONSULTING FEES/EXPENSES	05/03/2019	$5,000
RESEARCH CONSULTING FEES/EXPENSES	04/08/2019	$7,000
RESEARCH CONSULTING FEES/EXPENSES	03/07/2019	$7,600
RESEARCH CONSULTING FEES/EXPENSES	12/14/2018	$7,500
RESEARCH CONSULTING FEES/EXPENSES	12/14/2018	$11,506
RESEARCH CONSULTING FEES/EXPENSES	11/08/2018	$20,240
RESEARCH CONSULTING FEES/EXPENSES	10/12/2018	$7,600

Name and Address
(A)

PETER DONOHUE PBI ASSOCIATES

601 VAN NESS AVENUE #28
SAN FRANCISCO
CA
94102

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$19,400
Total Non-Itemized Transactions with this Payee/Payer		$6,250
Total of All Transactions with this Payee/Payer for This Schedule		$25,650
CONSULTANT FEES/EXPENSES RE NYC SCHL BUS	10/25/2018	$5,900
CONSULTING FEES/EXPENSES RE WMATA	09/11/2018	$13,500

Name and Address
(A)

POSTMASTER OF LANCASTER, PA

LANCASTER
PA
17604-9654

Type or Classification
(B)

POSTAL SERVICE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$223,229
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$223,229
IN TRANSIT PUBLICATION MAILING/POSTAGE	06/21/2019	$32,369
IN TRANSIT PUBLICATION MAILING/POSTAGE	03/08/2019	$32,322
IN TRANSIT PUBLICATION MAILING/POSTAGE	01/07/2019	$31,916
IN TRANSIT PUBLICATION MAILING/POSTAGE	11/19/2018	$31,554
IN TRANSIT PUBLICATION MAILING/POSTAGE	11/09/2018	$31,844
IN TRANSIT PUBLICATION MAILING/POSTAGE	09/07/2018	$31,451
IN TRANSIT PUBLICATION MAILING/POSTAGE	07/06/2018	$31,773

Name and Address
(A)

RELX INC. DBA LEXISNEXIS
PO BOX 9584

NEW YORK
NY
10087-4584

Type or Classification
(B)

ONLINE RESEARCH

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$15,186
Total of All Transactions with this Payee/Payer for This Schedule		$15,186

Name and Address
(A)

RICHARD BENSINGER

1911 VIRGINIA AVENUE
MCLEAN
VA
22101

Type or Classification
(B)

INSTRUCTOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$25,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$25,000
REIMBURSE SEMINAR INSTRUCTOR FEES	06/04/2019	$5,000
REIMBURSE SEMINAR INSTRUCTOR FEES	02/06/2019	$5,000
REIMBURSE SEMINAR INSTRUCTOR FEES	02/06/2019	$5,000
REIMBURSE SEMINAR INSTRUCTOR FEES	10/31/2018	$5,000
REIMBURSE SEMINAR INSTRUCTOR FEES	09/07/2018	$5,000

Name and Address
(A)

ROBERT HALF LEGAL

12400 COLLECTIONS CENTER DR
CHICAGO
IL
60693

Type or Classification
(B)

TEMP EMPLOYMENT AGENCY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$15,587
Total of All Transactions with this Payee/Payer for This Schedule		$15,587

Name and Address
(A)

ROGER TOUSSAINT

1218 KAYLYN COURT NW
KENNESAW
GA
30152

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$165,070
Total of All Transactions with this Payee/Payer for This Schedule		$165,070

Name and Address
(A)

SLEVIN HART, P.C.

1625 MASSACHUSETTS AVE NW S
WASHINGTON
DC
20036

Type or Classification
(B)

LAW FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$9,951
Total of All Transactions with this Payee/Payer for This Schedule		$9,951

Name and Address
(A)

SOUTHWEST AIRLINES
PO BOX 36647

DALLAS
TX
75235

Type or Classification
(B)

AIRLINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$152,656
Total of All Transactions with this Payee/Payer for This Schedule		$152,656

Name and Address
(A)

TELEPHONE TOWN HALL MEETING, INC.

958 CONEFLOWER DRIVE
GOLDEN
CO
80401

Type or Classification
(B)

TELECOMMUNICATIONS SERVICE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$14,771
Total Non-Itemized Transactions with this Payee/Payer		$6,045
Total of All Transactions with this Payee/Payer for This Schedule		$20,816
LU 113 LABOR DAY TELEPHONE TOWN HALL	09/11/2018	$14,771

Name and Address
(A)

THE KELMAN BUESCHER FIRM

600 GRANT STREET SUITE 825
DENVER
CO
80203

Type or Classification
(B)

LAW FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$12,522
Total of All Transactions with this Payee/Payer for This Schedule		$12,522

Name and Address
(A)

THE LABOR BUREAU, INC.

1420 KING STREET SUITE 500
ALEXANDRIA
VA
22314

Type or Classification
(B)

LAW FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$10,120
Total of All Transactions with this Payee/Payer for This Schedule		$10,120

Name and Address
(A)

THE TASC GROUP

153 WEST 27TH STREET SUITE
NEW YORK
NY
10001

Type or Classification
(B)

PUBLIC RELATIONS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$206,784
Total Non-Itemized Transactions with this Payee/Payer		$4,720
Total of All Transactions with this Payee/Payer for This Schedule		$211,504
MEDIA CONSULTING FOR CONTRACT ORG CAMPAIGNS	06/07/2019	$17,510
MEDIA CONSULTING FOR CONTRACT ORG CAMPAIGNS	05/03/2019	$17,510
MEDIA CONSULTING FOR CONTRACT ORG CAMPAIGNS	03/28/2019	$17,510
MEDIA CONSULTING FOR CONTRACT ORG CAMPAIGNS	03/04/2019	$17,510
MEDIA CONSULTING FOR CONTRACT ORG CAMPAIGNS	01/29/2019	$17,510
MEDIA CONSULTING FOR CONTRACT ORG CAMPAIGNS	12/20/2018	$17,510
MEDIA CONSULTING FOR CONTRACT ORG CAMPAIGNS	11/15/2018	$18,894
MEDIA CONSULTING FOR CONTRACT ORG CAMPAIGNS	10/25/2018	$17,510
MEDIA CONSULTING FOR CONTRACT ORG CAMPAIGNS	10/25/2018	$17,510
MEDIA CONSULTING FOR CONTRACT ORG CAMPAIGNS	09/14/2018	$20,000
MEDIA CONSULTING FOR CONTRACT ORG CAMPAIGNS	07/23/2018	$10,300
MEDIA CONSULTING FOR CONTRACT ORG CAMPAIGNS	07/02/2018	$7,210
MEDIA CONSULTING FOR CONTRACT ORG CAMPAIGNS	07/02/2018	$10,300

Name and Address
(A)

THOMSON REUTERS-WEST PUBLISHING CORP
P.O. BOX 6292

CAROL STREAM
IL
60197-6292

Type or Classification
(B)

ONLINE LEGAL SUBSCRIPTION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$19,766
Total of All Transactions with this Payee/Payer for This Schedule		$19,766

Name and Address
(A)

TOMMY DOUGLAS CONFERENCE CENTER
DBA TOMMY DOUGLAS CONFERENC
1000 NEW HAMPSHIRE AVE
SILVER SPRING
MD
20903

Type or Classification
(B)

CONFERENCE CENTER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$427,952
Total Non-Itemized Transactions with this Payee/Payer		$120,532
Total of All Transactions with this Payee/Payer for This Schedule		$548,484
MEALS/LODGING - STEWARDS TRAINING	06/06/2019	$21,599
MEALS/LODGING - STEWARDS TRAINING	06/06/2019	$42,649
MEALS/LODGING - COLLECTVE BARG TRAINING	04/12/2019	$6,952
MEALS/LODGING - COLLECTVE BARG TRAINING	04/12/2019	$13,814
LU 1764 MEETING	04/12/2019	$8,500
MEALS/LODGING - NEW PR TRAINING	04/12/2019	$12,117
MEALS/LODGING - NEW PR TRAINING	04/12/2019	$22,312
AUDIO VISUAL - MAINTENANCE TRAINING	03/21/2019	$6,700
MEALS/LODGING - MAINTENANCE TRAINING	03/21/2019	$6,000
MEALS/LODGING - COLLECTVE BARG TRAINING	03/21/2019	$10,000
MEALS/LODGING - ADVANCED ARBITRATION	01/23/2019	$5,469
MEALS/LODGING - ADVANCED ARBITRATION	01/23/2019	$11,610
MEALS/LODGING - PUBLIC ENGAGEMENT TRAINING	01/23/2019	$5,738
MEALS/LODGING - PUBLIC ENGAGEMENT TRAINING	01/23/2019	$11,428
MEALS/LODGING - MAINTENANCE TRAINING	01/23/2019	$22,248
MEALS/LODGING - MAINTENANCE TRAINING	01/23/2019	$45,350
MEALS/LODGING - COLLECTVE BARG TRAINING	01/07/2019	$6,952
MEALS/LODGING - COLLECTVE BARG TRAINING	01/07/2019	$12,879
MEALS/LODGING - COLLECTVE BARG TRAINING	01/07/2019	$6,952
MEALS/LODGING - COLLECTVE BARG TRAINING	01/07/2019	$13,814
MEALS/LODGING - JIC TRAINING	01/07/2019	$12,365
MEALS/LODGING - JIC TRAINING	01/07/2019	$26,362
MEALS/LODGING - INSIDER ORG TRAINING	12/21/2018	$7,800
MEALS/LODGING - PRESIDENT REFRESHER TRAINING	11/19/2018	$7,694
MEALS/LODGING - PRESIDENT REFRESHER TRAINING	11/19/2018	$15,652
MEALS/LODGING - COMMUNICATION TRAINING	11/09/2018	$7,437
MEALS/LODGING - INSIDER ORG TRAINING	11/09/2018	$5,805
MEALS/LODGING - OFFICER TRAINING	10/30/2018	$7,926
MEALS/LODGING - OFFICER TRAINING	10/30/2018	$14,380
AUDIO VISUAL - OFFICER TRAINING	10/30/2018	$8,750
MEALS/LODGING - ADVANCED ARBITRATION	07/06/2018	$20,698

Name and Address
(A)

TRICOM ASSOCIATES, INC.

11750 NEW YORK AVE
WASHINGTON
DC
20006

Type or Classification
(B)

VIDEOGRAPHER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$25,800
Total Non-Itemized Transactions with this Payee/Payer		$2,500
Total of All Transactions with this Payee/Payer for This Schedule		$28,300
PRIVITAZATION VIDEOS	06/03/2019	$5,800
PRIVITAZATION VIDEOS	10/12/2018	$20,000

Name and Address
(A)

UNITED AIRLINES

2 NORTH LASALLE STREET
CHICAGO
IL
60602

Type or Classification
(B)

AIRLINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$59,359
Total of All Transactions with this Payee/Payer for This Schedule		$59,359

Name and Address
(A)

WATSON LABOUR LAWYERS

58 ONTARIO STREET
BRACEBRIDGE
00

Type or Classification
(B)

LAW FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$312,864
Total Non-Itemized Transactions with this Payee/Payer		$8,476
Total of All Transactions with this Payee/Payer for This Schedule		$321,340
LEGAL FEES - CHALLENGES TO ATU CGL PROVISIONS	06/17/2019	$5,700
LEGAL FEES - CHALLENGES TO ATU CGL PROVISIONS	03/08/2019	$46,669
LEGAL FEES - CHALLENGES TO ATU CGL PROVISIONS	02/25/2019	$13,154
LEGAL FEES - CHALLENGES TO ATU CGL PROVISIONS	01/28/2019	$20,788
LEGAL FEES - CHALLENGES TO ATU CGL PROVISIONS	12/14/2018	$64,730
LEGAL FEES - CHALLENGES TO ATU CGL PROVISIONS	11/15/2018	$6,248
LEGAL FEES - CHALLENGES TO ATU CGL PROVISIONS	10/16/2018	$13,265
LEGAL FEES - CHALLENGES TO ATU CGL PROVISIONS	09/11/2018	$5,085
LEGAL FEES - CHALLENGES TO ATU CGL PROVISIONS	09/11/2018	$37,979
LEGAL FEES - CHALLENGES TO ATU CGL PROVISIONS	09/11/2018	$21,566
LEGAL FEES - CHALLENGES TO ATU CGL PROVISIONS	09/11/2018	$68,699
LEGAL FEES - CHALLENGES TO ATU CGL PROVISIONS	09/11/2018	$8,981

Name and Address
(A)

YELLOWSTONE TECHNOLOGIES INC

2221 S CLARK STREET
ARLINGTON
VA
22202

Type or Classification
(B)

WEB HOST

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$32,000
Total of All Transactions with this Payee/Payer for This Schedule		$32,000

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

SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING

FILE NUMBER 000-160

Name and Address
(A)

AFL-CIO SECRETARY-TREASURER

815 16TH ST NW
WASHINGTON
DC
20903

Type or Classification
(B)

LABOR UNION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,720
Total of All Transactions with this Payee/Payer for This Schedule		$5,720

Name and Address
(A)

AMERICAN AIRLINES

4333 AMONCARTER BOULEVARD
ROCKFORD
IL
76155

Type or Classification
(B)

AIRLINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$8,561
Total of All Transactions with this Payee/Payer for This Schedule		$8,561

Name and Address
(A)

ATU CANADA

61 INTERNATIONAL BLVD SUIT
TORONTO
00

Type or Classification
(B)

AFFILIATE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$44,461
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$44,461
REIMBURSE LOBBY DAY EXPENSES	06/10/2019	$44,461

Name and Address
(A)

ATU LU 1235, NASHVILLE, TN

NASHVILLE
TN
37210

Type or Classification
(B)

LOCAL UNION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$12,387
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$12,387
LU CAMPAIGN RELEASE STAFF/EXP	07/26/2018	$12,387

Name and Address
(A)

DELTA AIR LINES

1030 DELTA BOULEVARD
ATLANTA
GA
30320

Type or Classification
(B)

AIRLINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,495
Total of All Transactions with this Payee/Payer for This Schedule		$6,495

Name and Address
(A)

DOYLE PRINTING OFFSET CO., INC

5206 46TH AVENUE
HYATTSVILLE
MD
20781

Type or Classification
(B)

PRINTER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$44,759
Total Non-Itemized Transactions with this Payee/Payer		$16,426
Total of All Transactions with this Payee/Payer for This Schedule		$61,185
POLITICAL POSTCARDS PRINTING	12/21/2018	$14,831
POLITICAL POSTCARDS PRINTING	12/21/2018	$10,635
POLITICAL POSTCARDS PRINTING	12/21/2018	$8,615
POLITICAL POSTCARDS PRINTING	12/21/2018	$10,678

Name and Address
(A)

ENTERPRISE RENT-A-CAR BALTIMORE, MD

BALTIMORE
MD
12345

Type or Classification
(B)

CAR RENTAL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,396
Total of All Transactions with this Payee/Payer for This Schedule		$6,396

Name and Address
(A)

EVANS KATZ LLC
PO BOX 75357

WASHINGTON
DC
20013

Type or Classification
(B)

GOVERNMENT REPORTING SVCS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$73,200
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$73,200
POLITICAL REPORTING SERVICES	06/13/2019	$6,100
POLITICAL REPORTING SERVICES	05/30/2019	$12,200
POLITICAL REPORTING SERVICES	04/08/2019	$6,100
POLITICAL REPORTING SERVICES	02/07/2019	$6,100
POLITICAL REPORTING SERVICES	01/04/2019	$6,100
POLITICAL REPORTING SERVICES	12/11/2018	$6,100
POLITICAL REPORTING SERVICES	11/15/2018	$6,100
POLITICAL REPORTING SERVICES	10/12/2018	$6,100
POLITICAL REPORTING SERVICES	09/11/2018	$6,100
POLITICAL REPORTING SERVICES	08/09/2018	$6,100
POLITICAL REPORTING SERVICES	07/19/2018	$6,100

Name and Address
(A)

GOOD JOBS FIRST

1616 P STREET NW SUITE 210
WASHINGTON
DC
20036

Type or Classification
(B)

ADVOCACY GROUP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$9,900
Total of All Transactions with this Payee/Payer for This Schedule		$9,900

Name and Address
(A)

K R INDUSTRIES
P.O. BOX 220690

CHANTILLY
VA
20153

Type or Classification
(B)

SUPPLIER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$39,178
Total Non-Itemized Transactions with this Payee/Payer		$2,822
Total of All Transactions with this Payee/Payer for This Schedule		$42,000
COPE AWARD PINS	02/06/2019	$39,178

Name and Address
(A)

MULTISTATE

515 KING STREET STE 300
ALEXANDRIA
VA
22314

Type or Classification
(B)

LOBBYING COMPLIANCE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,700
Total Non-Itemized Transactions with this Payee/Payer		$2,259
Total of All Transactions with this Payee/Payer for This Schedule		$7,959
LOBBYING COMPLIANCE SERVICES	11/08/2018	$5,700

Name and Address
(A)

NETWORK NUNS ON THE BUS TOUR

820 FIRST ST ne
WASHINGTON
DC
20002-4243

Type or Classification
(B)

ADVOCACY GROUP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$20,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$20,000
CONTRIBUTION	10/25/2018	$20,000

Name and Address
(A)

NGP VAN, INC
PO BOX 392264

PITTSBURGH
PA
15251-9264

Type or Classification
(B)

GOVERNMENT REPORTING SVCS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$27,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$27,000
POLITICAL REPORTING SERVICES	05/20/2019	$6,750
POLITICAL REPORTING SERVICES	02/06/2019	$6,750
POLITICAL REPORTING SERVICES	11/09/2018	$6,750
POLITICAL REPORTING SERVICES	08/03/2018	$6,750

Name and Address
(A)

POLITICO, LLC
P.O. BOX 419342

BOSTON
MA
02241-9342

Type or Classification
(B)

PUBLISHER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$9,887
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$9,887
LEGAL PUBLICATION SUBSCRIPTION	12/19/2018	$9,887

Name and Address
(A)

SOUTHWEST AIRLINES
PO BOX 36647

DALLAS
TX
75235

Type or Classification
(B)

AIRLINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,695
Total of All Transactions with this Payee/Payer for This Schedule		$6,695

Name and Address
(A)

THE ICKES ENRIGHT GROUP, INC.

1300 CONNECTICUT AVENUE, NW
WASHINGTON
DC
20036

Type or Classification
(B)

GOVERNMENT AFFAIRS CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$210,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$210,000
GOVERNMENT AFFAIRS CONSULTING RETAINER	06/07/2019	$15,000
GOVERNMENT AFFAIRS CONSULTING RETAINER	06/03/2019	$15,000
GOVERNMENT AFFAIRS CONSULTING RETAINER	04/04/2019	$15,000
GOVERNMENT AFFAIRS CONSULTING RETAINER	03/18/2019	$15,000
GOVERNMENT AFFAIRS CONSULTING RETAINER	02/06/2019	$15,000
GOVERNMENT AFFAIRS CONSULTING RETAINER	02/06/2019	$15,000
GOVERNMENT AFFAIRS CONSULTING RETAINER	02/06/2019	$15,000
GOVERNMENT AFFAIRS CONSULTING RETAINER	02/06/2019	$15,000
GOVERNMENT AFFAIRS CONSULTING RETAINER	10/12/2018	$15,000
GOVERNMENT AFFAIRS CONSULTING RETAINER	09/06/2018	$15,000
GOVERNMENT AFFAIRS CONSULTING RETAINER	09/06/2018	$15,000
GOVERNMENT AFFAIRS CONSULTING RETAINER	08/09/2018	$15,000
GOVERNMENT AFFAIRS CONSULTING RETAINER	08/09/2018	$15,000
GOVERNMENT AFFAIRS CONSULTING RETAINER	08/09/2018	$15,000

Name and Address
(A)

TOMMY DOUGLAS CONFERENCE CENTER
DBA TOMMY DOUGLAS CONFERENC
1000 NEW HAMPSHIRE AVE
SILVER SPRING
MD
20903

Type or Classification
(B)

CONFERENCE CENTER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$57,413
Total Non-Itemized Transactions with this Payee/Payer		$5,026
Total of All Transactions with this Payee/Payer for This Schedule		$62,439
MEALS/LODGING - LEGISLATIVE CONFERENCE	07/02/2018	$57,413

Name and Address
(A)

VIRGINIA R DIAMOND

1911 VIRGINIA AVENUE
MCLEAN
VA
22101

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$16,503
Total of All Transactions with this Payee/Payer for This Schedule		$16,503

Name and Address
(A)

YES TO MARTA COMMITTEE

743 E COLLEGE AVE.
DECATUR
GA
30030

Type or Classification
(B)

ADVOCACY GROUP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$23,034
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$23,034
POLITICAL POSTCARDS PRINTING/MAILING	03/21/2019	$16,582
POLITICAL POSTCARDS PRINTING/MAILING	03/21/2019	$6,452

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

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS

FILE NUMBER: 000-160

Name and Address
(A)

A. PHILIP RANDOLPH INSTITUTE

815 16TH STREET, NW 5TH FL
WASHINGTON
DC
20006

Type or Classification
(B)

ADVOCACY GROUP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer		$350
Total of All Transactions with this Payee/Payer for This Schedule		$5,350
CONTRIBUTION	03/13/2019	$5,000

Name and Address
(A)

ACCE ACTION

2501 INT'L BLVD
OAKLAND
CA
94301

Type or Classification
(B)

ADVOCACY GROUP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$20,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$20,000
CONTRIBUTION	01/29/2019	$20,000

Name and Address
(A)

AMERICANS FOR TRANSIT

2409 HECKER AVENUE
ROCKFORD
IL
61103

Type or Classification
(B)

ADVOCACY GROUP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$60,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$60,000
CONTRIBUTION	10/12/2018	$40,000
CONTRIBUTION	08/17/2018	$20,000

Name and Address
(A)

ARIZONA STATE UNIVERSITY

TEMPE
AZ
85281

Type or Classification
(B)

COLLEGE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$8,000
SCHOLARSHIP	08/10/2018	$8,000

Name and Address
(A)

ATU LATINO CAUCUS

231 E. COLONIAL DR. SUITE 1
ORLANDO
FL
32801

Type or Classification
(B)

AFFILIATE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,365
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$7,365
CONTRIBUTION	11/01/2018	$7,365

Name and Address
(A)

BALDWIN WALLACE UNIVERSITY

275 EASTLAND RD
BEREA
OH
44017

Type or Classification
(B)

COLLEGE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$8,000
SCHOLARSHIP	08/08/2018	$8,000

Name and Address
(A)

CHICAGO JOBS WITH JUSTICE

333 S ASHLAND
CHICAGO
IL
60607

Type or Classification
(B)

ADVOCACY GROUP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,000
CONTRIBUTION	04/12/2019	$5,000

Name and Address
(A)

COLORADO STATE UNIVERSITY

FORT COLLINS`
CO
80523

Type or Classification
(B)

COLLEGE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$8,000
SCHOLARSHIP	08/08/2018	$8,000

Name and Address
(A)

COMMUNITY LABOR UNITED

6 BEACON STREET SUITE 910
BOSTON
MA
02108

Type or Classification
(B)

ADVOCACY GROUP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,000
CONTRIBUTION	06/18/2019	$5,000

Name and Address
(A)

CORPORATE CAMPAIGN INC.

1002 COOPER STATION
NEW YORK
NY
10276

Type or Classification
(B)

ADVOCACY GROUP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,000
CONTRIBUTION	07/27/2018	$5,000

Name and Address
(A)

ECONOMIC POLICY INSTITUTE

1225 EYE STREET, NW SUITE 6
WASHINGTON
DC
20005

Type or Classification
(B)

ADVOCACY GROUP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,000
CONTRIBUTION	07/11/2018	$5,000

Name and Address
(A)

ED COYLE

8329 FIGERBOARD ROAD
FREDERICK
MD
21704

Type or Classification
(B)

GOLF PROFESSIONAL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,350
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,350
CHARITY TOURNAMENT PRIZE GIVEAWAYS	03/19/2019	$5,350

Name and Address
(A)

IMAGE POINTE
PO BOX 657

WATERLOO
IA
50704-0657

Type or Classification
(B)

SUPPLIER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,547
Total Non-Itemized Transactions with this Payee/Payer		$7,365
Total of All Transactions with this Payee/Payer for This Schedule		$14,912
LOCAL UNION ANNIVERSARY PLAQUES	07/23/2018	$7,547

Name and Address
(A)

LABOR COUNCIL FOR LATIN AMERICAN ADVANCEMENT

815 16TH ST NW
WASHINGTON
DC
20006

Type or Classification
(B)

LABOR COUNCIL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,000
CONTRIBUTION	06/25/2019	$5,000

Name and Address
(A)

LABOR FOR SINGLE PAYER
P.O. BOX 34262

WASHINGTON
DC
20043

Type or Classification
(B)

ADVOCACY GROUP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,000
CONTRIBUTION	01/04/2019	$5,000

Name and Address
(A)

MCMASTER UNIVERSITY

HAMILTON
00

Type or Classification
(B)

COLLEGE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$12,220
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$12,220
SCHOLARSHIP	08/23/2018	$6,110
SCHOLARSHIP	08/23/2018	$6,110

Name and Address
(A)

NETROOTS NATION

KANSAS CITY
MO
64112

Type or Classification
(B)

ADVOCACY GROUP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$12,500
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$12,500
CONTRIBUTION	05/02/2019	$12,500

Name and Address
(A)

NORTHEASTERN UNIVERSITY

360 HUNTINGTON AVE
BOSTON
MA
02115

Type or Classification
(B)

COLLEGE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$8,000
SCHOLARSHIP	08/08/2018	$8,000

Name and Address
(A)

THE ALLIANCE FOR RETIRED AMERICANS

815 16TH STREET NW
WASHINGTON
DC
20006

Type or Classification
(B)

ADVOCACY GROUP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$13,916
Total of All Transactions with this Payee/Payer for This Schedule		$13,916

Name and Address
(A)

THE NATION INSTITUTE

NEW YORK
NY
10003

Type or Classification
(B)

ADVOCACY GROUP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$6,000
CONTRIBUTION	12/04/2018	$6,000

Name and Address
(A)

THE RICK SMITH SHOW, LLC
PO BOX 1026

CARLISLE
PA
17013

Type or Classification
(B)

TV SHOW

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$10,000
CONTRIBUTION	04/17/2019	$10,000

Name and Address
(A)

UNITED WE DREAM ACTION

1900 L ST NW STE 900
WASHINGTON
DC
20036

Type or Classification
(B)

ADVOCACY GROUP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,000
CONTRIBUTION	09/11/2018	$5,000

Name and Address
(A)

USLAW

1030 15TH ST NW
WASHINGTON
DC
20005

Type or Classification
(B)

ADVOCACY GROUP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$10,000
2019 AFFILIATION FEE	04/17/2019	$5,000
2018 AFFILIATION FEE	07/27/2018	$5,000

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

SCHEDULE 18 - GENERAL OVERHEAD

FILE NUMBER: 000-160

Name and Address
(A)

ADP

504 CLINTON CENTER DR
CLINTON
MS
38056

Type or Classification
(B)

PAYROLL PROCESSOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$25,624
Total of All Transactions with this Payee/Payer for This Schedule		$25,624

Name and Address
(A)

ALLIANCE INFOSYSTEMS

1700 UNION AVENUE SUITE B
BALTIMORE
MD
21211

Type or Classification
(B)

INFO TECH FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$109,474
Total Non-Itemized Transactions with this Payee/Payer		$56,416
Total of All Transactions with this Payee/Payer for This Schedule		$165,890
DATA PROCESSING CONSULTING	05/23/2019	$11,092
DATA PROCESSING CONSULTING	04/16/2019	$8,272
DATA PROCESSING CONSULTING	03/18/2019	$7,520
DATA PROCESSING MAINTENANCE	03/13/2019	$9,555
DATA PROCESSING CONSULTING	03/07/2019	$8,636
DATA PROCESSING CONSULTING	03/07/2019	$8,272
DATA PROCESSING CONSULTING	12/20/2018	$5,250
DATA PROCESSING CONSULTING	12/19/2018	$8,482
DATA PROCESSING CONSULTING	11/27/2018	$9,494
DATA PROCESSING CONSULTING	10/12/2018	$7,468
DATA PROCESSING CONSULTING	09/13/2018	$9,030
DATA PROCESSING CONSULTING	08/17/2018	$8,360
DATA PROCESSING CONSULTING	07/23/2018	$8,043

Name and Address
(A)

AMALGAMATED BANK

275 7TH AVENUE 9TH FL
NEW YORK
NY
10001

Type or Classification
(B)

FINANCIAL INSTITUTION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$24,956
Total Non-Itemized Transactions with this Payee/Payer		$2,374
Total of All Transactions with this Payee/Payer for This Schedule		$27,330
INVESTMENT MANAGEMENT FEES	09/30/2018	$6,717
INVESTMENT MANAGEMENT FEES	06/30/2019	$5,719
INVESTMENT MANAGEMENT FEES	03/31/2019	$5,923
INVESTMENT MANAGEMENT FEES	11/30/2018	$6,597

Name and Address
(A)

ATT MOBILITY
P.O. BOX 9004

CAROL STREAM
IL
60197-9004

Type or Classification
(B)

TELECOMMUNICATIONS SERVICE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$12,488
Total of All Transactions with this Payee/Payer for This Schedule		$12,488

Name and Address
(A)

ATU TRAINING EDUCATION CENTER, INC.

1000 NEW HAMPSHIRE AVE
SILVER SPRING
MD
20903

Type or Classification
(B)

TRAINING CENTER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$671,588
Total Non-Itemized Transactions with this Payee/Payer		$2,253
Total of All Transactions with this Payee/Payer for This Schedule		$673,841
OFFICE RENT ADJUSTMENT	04/17/2019	$6,656
OFFICE RENT APR-JUNE	03/07/2019	$145,559
OFFICE RENT JAN-MAR	01/04/2019	$159,335
OFFICE RENT NOV/DEC	09/18/2018	$120,000
OFFICE RENT JUL-OCT	07/02/2018	$240,038

Name and Address
(A)

BAE SYSTEMS, APPLIED INTELLIGENCE
P.O. BOX 150433
DEPT 106046
HARTFORD
CT
06115

Type or Classification
(B)

EMAIL PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$34,000
Total of All Transactions with this Payee/Payer for This Schedule		$34,000

Name and Address
(A)

BARRACUDA CONSULTING CORPORATION

15 WINDERMERE AVE
TORONTO ON
00

Type or Classification
(B)

IT SERVICE PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$8,420
Total of All Transactions with this Payee/Payer for This Schedule		$8,420

Name and Address
(A)

CALIBRE CPA GROUP, PLLC

7501 WISCONSIN AVENUE SUITE
BETHESDA
MD
20814

Type or Classification
(B)

ACCOUNTING FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$49,500
Total Non-Itemized Transactions with this Payee/Payer		$3,850
Total of All Transactions with this Payee/Payer for This Schedule		$53,350
AUDITING EXPENSE	05/23/2019	$7,500
AUDITING EXPENSE	03/08/2019	$12,000
AUDITING EXPENSE	12/11/2018	$10,000
AUDITING EXPENSE	09/18/2018	$20,000

Name and Address
(A)

CAREFIRST ADMINISTRATORS
P.O. BOX 780210

PHILADELPHIA
PA
19178-0210

Type or Classification
(B)

BENEFIT ADMINISTRATOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$32,736
Total of All Transactions with this Payee/Payer for This Schedule		$32,736

Name and Address
(A)

CHEIRON, INC.
P.O BOX 37117

BALTIMORE
MD
21297-3177

Type or Classification
(B)

ACTUARY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$30,000
Total Non-Itemized Transactions with this Payee/Payer		$2,250
Total of All Transactions with this Payee/Payer for This Schedule		$32,250
HEALTHCARE ACTUARY EXPENSE	03/21/2019	$12,000
HEALTHCARE ACTUARY EXPENSE	08/22/2018	$18,000

Name and Address
(A)

CITIBANK

4633 NEW HAMPSHIRE AVENUE
TAKOMA PARK
MD
20912

Type or Classification
(B)

FINANCIAL INSTITUTION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$9,019
Total of All Transactions with this Payee/Payer for This Schedule		$9,019

Name and Address
(A)

COMPLETE DOCUMENT SOLUTIONS

19 GLORIA LANE
FAIRFIELD
NJ
07004

Type or Classification
(B)

OFFICE EQUIPMENT SUPPLIER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$36,833
Total of All Transactions with this Payee/Payer for This Schedule		$36,833

Name and Address
(A)

COPIER PLUS

16830 OAKMONT AVENUE
GAITHERSBURG
MD
20877

Type or Classification
(B)

COPIER SUPPLIER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,280
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$7,280
COPIER MAINTENANCE	09/07/2018	$7,280

Name and Address
(A)

DIGICON CORPORATION

7361 CALHOUN PLACE SUITE 43
ROCKVILLE
MD
20855

Type or Classification
(B)

IT SERVICE PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$15,582
Total of All Transactions with this Payee/Payer for This Schedule		$15,582

Name and Address
(A)

DOYLE PRINTING OFFSET CO., INC

5206 46TH AVENUE
HYATTSVILLE
MD
20781

Type or Classification
(B)

PRINTER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,038
Total Non-Itemized Transactions with this Payee/Payer		$17,179
Total of All Transactions with this Payee/Payer for This Schedule		$24,217
BATHROOM BREAK COMIC BOOKLET PRINTING	06/17/2019	$7,038

Name and Address
(A)

GALLAGHER FIDUCIARY ADVISORS, LLC
PO BOX 71396

CHICAGO
IL
60694-1396

Type or Classification
(B)

INVESTMENT ADVISORS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$44,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$44,000
INVESTMENT CONSULTATION SERVICES	05/30/2019	$11,000
INVESTMENT CONSULTATION SERVICES	02/07/2019	$11,000
INVESTMENT CONSULTATION SERVICES	10/26/2018	$11,000
INVESTMENT CONSULTATION SERVICES	08/09/2018	$11,000

Name and Address
(A)

GLADSTEIN REIF MEGINNISS LLP

817 BROADWAY FLR 6
NEW YORK
NY
10003

Type or Classification
(B)

LAW FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$141,181
Total Non-Itemized Transactions with this Payee/Payer		$11,324
Total of All Transactions with this Payee/Payer for This Schedule		$152,505
LEGAL FEES - MONTHLY RETAINER	06/18/2019	$10,750
LEGAL FEES - MONTHLY RETAINER	05/09/2019	$10,750
LEGAL FEES - MONTHLY RETAINER	04/17/2019	$10,750
LEGAL FEES - MONTHLY RETAINER	03/18/2019	$10,750
LEGAL FEES - MONTHLY RETAINER	02/13/2019	$10,750
LEGAL FEES - MONTHLY RETAINER	01/15/2019	$10,750
LEGAL FEES - MONTHLY RETAINER	12/19/2018	$10,750
LEGAL FEES - ATU INT'L INTERNAL MATTERS	12/11/2018	$12,181
LEGAL FEES - MONTHLY RETAINER	11/15/2018	$10,750
LEGAL FEES - MONTHLY RETAINER	10/18/2018	$10,750
LEGAL FEES - MONTHLY RETAINER	09/12/2018	$10,750
LEGAL FEES - MONTHLY RETAINER	08/17/2018	$10,750
LEGAL FEES - MONTHLY RETAINER	07/19/2018	$10,750

Name and Address
(A)

GOOGLE.COM CA

VENICE
CA
90291

Type or Classification
(B)

SEARCH ENGINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$7,500
Total of All Transactions with this Payee/Payer for This Schedule		$7,500

Name and Address
(A)

GREATAMERICA FINANCIAL SERVICES
P.O. BOX 660831

DALLAS
TX
75266

Type or Classification
(B)

EQUIPMENT LEASE CO

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$41,528
Total of All Transactions with this Payee/Payer for This Schedule		$41,528

Name and Address
(A)

GUARDIAN
PO BOX 824395

PHILADELPHIA
PA
19182-4395

Type or Classification
(B)

INSURANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$9,765
Total of All Transactions with this Payee/Payer for This Schedule		$9,765

Name and Address
(A)

IKEA COLLEGE PARK, MD

COLLEGE PARK
MD
20740

Type or Classification
(B)

FURNITURE STORE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,323
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,323
ADJUSTABLE TABLES	05/23/2019	$5,323

Name and Address
(A)

IMAGE POINTE
PO BOX 657

WATERLOO
IA
50704-0657

Type or Classification
(B)

SUPPLIER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$15,052
Total of All Transactions with this Payee/Payer for This Schedule		$15,052

Name and Address
(A)

IRON MOUNTAIN INC
PO BOX 27129

NEW YORK
NY
10087-7129

Type or Classification
(B)

DOCUMENT STORAGE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,222
Total of All Transactions with this Payee/Payer for This Schedule		$6,222

Name and Address
(A)

JAFA TECHNOLOGIES, INC.

14303 VIVALDI CT
BURTONSVILLE
MD
20866

Type or Classification
(B)

SUPPLIER/COMPUTER REPAIR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$8,444
Total of All Transactions with this Payee/Payer for This Schedule		$8,444

Name and Address
(A)

JOHN MURPHY

5 TAJ COURT
CENTEREACH
NY
11720

Type or Classification
(B)

INFO TECH CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$143,428
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$143,428
DATA PROCESSING CONSULTING	06/19/2019	$6,896
DATA PROCESSING CONSULTING	06/07/2019	$6,948
DATA PROCESSING CONSULTING	05/23/2019	$6,800
DATA PROCESSING CONSULTING	04/23/2019	$6,763
DATA PROCESSING CONSULTING	04/08/2019	$6,791
DATA PROCESSING CONSULTING	03/25/2019	$6,629
DATA PROCESSING CONSULTING	03/13/2019	$6,300
DATA PROCESSING CONSULTING	02/25/2019	$6,167
DATA PROCESSING CONSULTING	02/06/2019	$6,143
DATA PROCESSING CONSULTING	01/18/2019	$6,153
DATA PROCESSING CONSULTING	01/09/2019	$6,217
DATA PROCESSING CONSULTING	12/18/2018	$6,282
DATA PROCESSING CONSULTING	12/04/2018	$7,400
DATA PROCESSING CONSULTING	11/15/2018	$6,661
DATA PROCESSING CONSULTING	10/31/2018	$6,511
DATA PROCESSING CONSULTING	10/18/2018	$6,644
DATA PROCESSING CONSULTING	10/03/2018	$5,850
DATA PROCESSING CONSULTING	09/12/2018	$6,152
DATA PROCESSING CONSULTING	08/23/2018	$6,320
DATA PROCESSING CONSULTING	08/08/2018	$6,427
DATA PROCESSING CONSULTING	07/25/2018	$6,519
DATA PROCESSING CONSULTING	07/06/2018	$6,855

Name and Address
(A)

JONATHAN TASINI

3020 NE RODNEY AVENUE
PORTLAND
OR
97212

Type or Classification
(B)

VIDEOGRAPHER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$26,063
Total of All Transactions with this Payee/Payer for This Schedule		$26,063

Name and Address
(A)

K R INDUSTRIES
P.O. BOX 220690

CHANTILLY
VA
20153

Type or Classification
(B)

SUPPLIER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$121,101
Total Non-Itemized Transactions with this Payee/Payer		$20,267
Total of All Transactions with this Payee/Payer for This Schedule		$141,368
BRIEFCASE/TRAVEL BAGS	04/16/2019	$18,808
ATU T-SHIRTS	02/13/2019	$19,987
SINCE 1892 T-SHIRTS	02/13/2019	$16,427
ATU T-SHIRTS	02/11/2019	$21,966
ATU T-SHIRTS	12/21/2018	$10,567
ATU T-SHIRTS	09/18/2018	$23,258
PROUD TO BE ATU BUMPER STICKERS	09/11/2018	$10,088

Name and Address
(A)

KELLY PRESS ASSOCIATES, INC.

1701 CABIN BRANCH RD
CHEVERLY
MD
20785

Type or Classification
(B)

PRINTER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$12,584
Total of All Transactions with this Payee/Payer for This Schedule		$12,584

Name and Address
(A)

LINA
P.O. BOX 13701

PHILADELPHIA
PA
19101-3701

Type or Classification
(B)

INSURANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$11,275
Total of All Transactions with this Payee/Payer for This Schedule		$11,275

Name and Address
(A)

MAILFINANCE
P.O. BOX 123682
DEPT 3682
DALLAS
TX
75312-3682

Type or Classification
(B)

MAIL MACHINE MAINTENANCE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$18,328
Total of All Transactions with this Payee/Payer for This Schedule		$18,328

Name and Address
(A)

MATTHEW KURKJIAN

12713 WAR ADMIRAL WAY
DARNESTOWN
MD
20878

Type or Classification
(B)

IT CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$27,175
Total Non-Itemized Transactions with this Payee/Payer		$629
Total of All Transactions with this Payee/Payer for This Schedule		$27,804
DATA PROCESSING CONSULTING	05/23/2019	$13,792
DATA PROCESSING CONSULTING	05/23/2019	$13,383

Name and Address
(A)

MELTWATER NEWS US INC

DEPT. LA 23721
PASADENA
CA
91185-3721

Type or Classification
(B)

MEDIA MONITORING

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,950
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,950
MEDIA MONITORING	10/03/2018	$5,950

Name and Address
(A)

MESIROW INSURANCE SERVICES INC.

29278 NETWORK PLACE
CHICAGO
IL
60673-1292

Type or Classification
(B)

INSURANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$45,608
Total Non-Itemized Transactions with this Payee/Payer		$2,646
Total of All Transactions with this Payee/Payer for This Schedule		$48,254
WORKERS COMPENSATION INSURANCE	02/07/2019	$31,005
UMBRELLA INSURANCE	02/07/2019	$8,231
AUTOMOBILE INSURANCE	02/07/2019	$6,372

Name and Address
(A)

METROPOLITAN TRAVEL SERVICES

4520 OLD COLUMBIA PIKE
ANNANDALE
VA
22003

Type or Classification
(B)

TRAVEL AGENT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$53,690
Total Non-Itemized Transactions with this Payee/Payer		$15,015
Total of All Transactions with this Payee/Payer for This Schedule		$68,705
TRAVEL AGENCY FEES	06/17/2019	$7,035
TRAVEL AGENCY FEES	05/23/2019	$7,105
TRAVEL AGENCY FEES	04/19/2019	$6,895
TRAVEL AGENCY FEES	03/13/2019	$6,335
TRAVEL AGENCY FEES	02/14/2019	$6,650
TRAVEL AGENCY FEES	12/21/2018	$6,860
TRAVEL AGENCY FEES	09/18/2018	$5,740
TRAVEL AGENCY FEES	08/29/2018	$7,070

Name and Address
(A)

MICHAEL KONOPACKI
P.O. BOX 4558

ST. AUGUSTINE
FL
32085

Type or Classification
(B)

CARTOONIST

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$8,190
Total of All Transactions with this Payee/Payer for This Schedule		$8,190

Name and Address
(A)

MONICA HANLEY

8611 WINTERGREEN COURT #202
ODENTON
MD
21113

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$22,414
Total of All Transactions with this Payee/Payer for This Schedule		$22,414

Name and Address
(A)

MOSAIC

4801 VIEWPOINT PLACE
CHEVERLY
MD
20781

Type or Classification
(B)

PRINTER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,897
Total Non-Itemized Transactions with this Payee/Payer		$7,479
Total of All Transactions with this Payee/Payer for This Schedule		$18,376
ATU COMIC BOOK PRINTING	12/03/2018	$10,897

Name and Address
(A)

MOUNT VERNON PRINTING
PO BOX 842307

BOSTON
MA
02284-2307

Type or Classification
(B)

PRINTER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$20,237
Total of All Transactions with this Payee/Payer for This Schedule		$20,237

Name and Address
(A)

MURPHY ANDERSON PLLC

1401 K STREET NW SUITE 300
WASHINGTON
DC
20005

Type or Classification
(B)

LAW FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$10,976
Total of All Transactions with this Payee/Payer for This Schedule		$10,976

Name and Address
(A)

NATIONAL ACADEMY OF SCIENCES
PO BOX 936135

ATLANTA
GA
31193-6135

Type or Classification
(B)

PROFESSIONAL SOCIETY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,000
ANNUAL DUES	12/11/2018	$5,000

Name and Address
(A)

NEIL SILVER

WASHINGTON
DC
20002

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,304
Total of All Transactions with this Payee/Payer for This Schedule		$6,304

Name and Address
(A)

NEOFUNDS
PO BOX 6813

CAROL STREAM
IL
60197-6813

Type or Classification
(B)

POSTAL SERVICE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$42,310
Total Non-Itemized Transactions with this Payee/Payer		$26,946
Total of All Transactions with this Payee/Payer for This Schedule		$69,256
METERED POSTAGE	05/07/2019	$6,589
METERED POSTAGE	04/01/2019	$6,986
METERED POSTAGE	02/11/2019	$6,205
METERED POSTAGE	01/16/2019	$5,148
METERED POSTAGE	11/08/2018	$5,306
METERED POSTAGE	08/24/2018	$6,038
METERED POSTAGE	08/22/2018	$6,038

Name and Address
(A)

RELIABLE TRANSLATIONS INC

121 W. LEXINGTON DR SUITE L
GLENDALE
CA
91203

Type or Classification
(B)

TRANSLATION SERVICE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$22,981
Total of All Transactions with this Payee/Payer for This Schedule		$22,981

Name and Address
(A)

SECULORE SOLUTIONS LLC

2288 BLUE WATER BLVD STE 3
ODENTON
MD
21113

Type or Classification
(B)

CYBER SECURITY CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$75,500
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$75,500
DATA PROCESSING MAINTENANCE	05/20/2019	$33,000
DATA PROCESSING CONSULTING	09/25/2018	$42,500

Name and Address
(A)

SEGAL CONSULTING
PO BOX 4059
CHURCH STREET STATION
NEW YORK
NY
10261-4059

Type or Classification
(B)

BENEFITS CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$21,698
Total Non-Itemized Transactions with this Payee/Payer		$4,822
Total of All Transactions with this Payee/Payer for This Schedule		$26,520
LU BENEFIT CONSULTANTING FEES	01/15/2019	$21,698

Name and Address
(A)

SOUTHWEST AIRLINES
PO BOX 36647

DALLAS
TX
75235

Type or Classification
(B)

AIRLINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$10,002
Total of All Transactions with this Payee/Payer for This Schedule		$10,002

Name and Address
(A)

STRIKE! MOVIE MANITOBA CORP

150 ASHLAND AVENUE
WINNIPEG
00

Type or Classification
(B)

FILM PRODUCER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$10,000
DIGITAL COPIES STRIKE MOVIE	07/06/2018	$10,000

Name and Address
(A)

T3 INFORMATION SYSTEMS

2021 L STREET NW STE 400
WASHINGTON
DC
20036

Type or Classification
(B)

INFO TECH CONSULTANTS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$8,084
Total of All Transactions with this Payee/Payer for This Schedule		$8,084

Name and Address
(A)

TATANGO WA

2211 ELLIOT AVE SUITE 200
SEATTLE
WA
98121

Type or Classification
(B)

MARKETING SOFTWARE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$19,300
Total of All Transactions with this Payee/Payer for This Schedule		$19,300

Name and Address
(A)

TOMMY DOUGLAS CONFERENCE CENTER
DBA TOMMY DOUGLAS CONFERENC
1000 NEW HAMPSHIRE AVE
SILVER SPRING
MD
20903

Type or Classification
(B)

CONFERENCE CENTER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$22,313
Total of All Transactions with this Payee/Payer for This Schedule		$22,313

Name and Address
(A)

TVEYES INC.

NEED
MD
12345

Type or Classification
(B)

MEDIA MONITORING

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,000
MEDIA MONITORING FEE	03/11/2019	$5,000

Name and Address
(A)

UFCW CANADA BUILDING CORP

61 INTERNATIONAL BLVD STE 3
REXDALE
00

Type or Classification
(B)

LANDLORD

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$24,239
Total of All Transactions with this Payee/Payer for This Schedule		$24,239

Name and Address
(A)

UNIONWARE

260 SAULTEAUX CRESCENT
WINNIPEG
00

Type or Classification
(B)

SOFTWARE DEVELOPMENT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,425
Total Non-Itemized Transactions with this Payee/Payer		$26,212
Total of All Transactions with this Payee/Payer for This Schedule		$33,637
DATA PROCESSING CONSULTING	05/30/2019	$7,425

Name and Address
(A)

UNITED AIRLINES

2 NORTH LASALLE STREET
CHICAGO
IL
60602

Type or Classification
(B)

AIRLINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$9,325
Total of All Transactions with this Payee/Payer for This Schedule		$9,325

Name and Address
(A)

UNITED PARCEL SERVICES
P.O. BOX 7247-0244

PHILADELPHIA
PA
19170-0001

Type or Classification
(B)

PARCEL SERVICE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,752
Total Non-Itemized Transactions with this Payee/Payer		$37,183
Total of All Transactions with this Payee/Payer for This Schedule		$47,935
PARCEL SERVICE	03/04/2019	$5,370
PARCEL SERVICE	12/03/2018	$5,382

Name and Address
(A)

V F OFFICE PRODUCTS

7600 M FULLERTON RD
SPRINGFIELD
VA
22153

Type or Classification
(B)

SUPPLIER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$8,225
Total of All Transactions with this Payee/Payer for This Schedule		$8,225

Name and Address
(A)

VAN ELGORT INFORMATION SYSTEMS

20244 LORENZANA DRIVE
WOODLAND HILLS
CA
91364

Type or Classification
(B)

SOFTWARE DEVELOPER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$30,664
Total of All Transactions with this Payee/Payer for This Schedule		$30,664

Name and Address
(A)

W.B. MASON CO., INC
PO BOX 981101

BOSTON
MA
02298-1101

Type or Classification
(B)

SUPPLIER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$21,017
Total of All Transactions with this Payee/Payer for This Schedule		$21,017

Name and Address
(A)

WESTERN ASSET MANAGEMENT COMPANY
PO BOX 894139

LOS ANGELES
CA
90189-4139

Type or Classification
(B)

INVESTMENT FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$23,623
Total Non-Itemized Transactions with this Payee/Payer		$3,842
Total of All Transactions with this Payee/Payer for This Schedule		$27,465
INVESTMENT CONSULTATION SERVICES	05/02/2019	$7,624
INVESTMENT CONSULTATION SERVICES	02/01/2019	$7,367
INVESTMENT CONSULTATION SERVICES	11/05/2018	$8,632

Name and Address
(A)

YELLOWSTONE TECHNOLOGIES INC

2221 S CLARK STREET
ARLINGTON
VA
22202

Type or Classification
(B)

WEB HOST

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$16,400
Total of All Transactions with this Payee/Payer for This Schedule		$16,400

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

SCHEDULE 19 - UNION ADMINISTRATION

FILE NUMBER: 000-160

Name and Address
(A)

ACTIVITY PLANNERS INC.

NEED
MD
12345

Type or Classification
(B)

TOUR GUIDE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$94,500
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$94,500
CONVENTION ENTERTAINMENT	06/25/2019	$94,500

Name and Address
(A)

AIR CANADA
P.O. BOX 6031
3111 CONVAIR DR
TORONTO ON
00

Type or Classification
(B)

AIRLINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,966
Total of All Transactions with this Payee/Payer for This Schedule		$5,966

Name and Address
(A)

AMERICAN AIRLINES

4333 AMONCARTER BOULEVARD
ROCKFORD
IL
76155

Type or Classification
(B)

AIRLINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$45,065
Total of All Transactions with this Payee/Payer for This Schedule		$45,065

Name and Address
(A)

ATU CANADA

61 INTERNATIONAL BLVD SUIT
TORONTO
00

Type or Classification
(B)

AFFILIATE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$297,285
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$297,285
TRAINING SUPPORT PAYMENTS	05/10/2019	$77,047
TRAINING SUPPORT PAYMENTS	02/25/2019	$85,432
TRAINING SUPPORT PAYMENTS	11/05/2018	$58,028
TRAINING SUPPORT PAYMENTS	07/26/2018	$76,778

Name and Address
(A)

ATU TRAINING EDUCATION CENTER, INC.

1000 NEW HAMPSHIRE AVE
SILVER SPRING
MD
20903

Type or Classification
(B)

TRAINING CENTER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$49,917
Total Non-Itemized Transactions with this Payee/Payer		$2,156
Total of All Transactions with this Payee/Payer for This Schedule		$52,073
LODGING - GEB MEETING	12/03/2018	$49,917

Name and Address
(A)

AWG AMBASSADOR LLC
PO BOX 97134

LAS VEGAS
NV
89193

Type or Classification
(B)

TRANSPORTATION SERVICE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$15,496
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$15,496
CONVENTION TRANSPORTATION	05/03/2019	$15,496

Name and Address
(A)

BESTBUY.COM RICHFIELD, MN

RICHFIELD
MN
12345

Type or Classification
(B)

RETAIL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$55,200
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$55,200
CONVENTION DELEGATE GIFTS	06/11/2019	$29,293
CONVENTION DELEGATE GIFTS	06/11/2019	$25,907

Name and Address
(A)

BREDHOFF KAISER

805 15TH ST, NW STE 1000
WASHINGTON
DC
20005

Type or Classification
(B)

LAW FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$274,705
Total Non-Itemized Transactions with this Payee/Payer		$32,516
Total of All Transactions with this Payee/Payer for This Schedule		$307,221
LEGAL FEES - LAWSUIT RE TRSTSHIP	05/23/2019	$29,068
LEGAL FEES - LAWSUIT RE TRSTSHIP	04/02/2019	$17,912
LEGAL FEES - LAWSUIT RE TRSTSHIP	03/08/2019	$9,575
LEGAL FEES - LAWSUIT RE TRSTSHIP	12/21/2018	$7,067
LEGAL FEES - LAWSUIT RE TRSTSHIP	12/11/2018	$11,875
LEGAL FEES - LAWSUIT RE TRSTSHIP	12/11/2018	$10,138
LEGAL FEES - LAWSUIT RE TRSTSHIP	11/09/2018	$11,312
LEGAL FEES - LAWSUIT RE TRSTSHIP	11/09/2018	$17,650
LEGAL FEES - LAWSUIT RE TRSTSHIP	10/18/2018	$10,625
LEGAL FEES - LAWSUIT RE TRSTSHIP	09/18/2018	$17,562
LEGAL FEES - LAWSUIT RE TRSTSHIP	08/29/2018	$47,625
LEGAL FEES - LAWSUIT RE TRSTSHIP	08/29/2018	$9,512
LEGAL FEES - LAWSUIT RE TRSTSHIP	07/26/2018	$68,775
LEGAL FEES - LAWSUIT RE TRSTSHIP	07/26/2018	$6,009

Name and Address
(A)

CHEIRON, INC.
P.O BOX 37117

BALTIMORE
MD
21297-3177

Type or Classification
(B)

ACTUARY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,895
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$6,895
HEALTHCARE ACTUARY EXPENSE	04/04/2019	$6,895

Name and Address
(A)

CHRISTENSEN, JAMES MARTIN, CHTD.

7440 W SAHARA AVENUE
LAS VEGAS
NV
89117

Type or Classification
(B)

LAW FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$11,035
Total of All Transactions with this Payee/Payer for This Schedule		$11,035

Name and Address
(A)

DELTA AIR LINES

1030 DELTA BOULEVARD
ATLANTA
GA
30320

Type or Classification
(B)

AIRLINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$62,404
Total of All Transactions with this Payee/Payer for This Schedule		$62,404

Name and Address
(A)

DROPBOX FILE SHARING

200 W EVELYN AVE
MOUNTAIN VIEW
CA
94041

Type or Classification
(B)

DIGITAL SHARING AND STORAGE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,240
Total of All Transactions with this Payee/Payer for This Schedule		$6,240

Name and Address
(A)

ENTERPRISE RENT-A-CAR SILVER SPRING, MD

SILVER SPRINGS
MD
20910

Type or Classification
(B)

CAR RENTAL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,120
Total of All Transactions with this Payee/Payer for This Schedule		$6,120

Name and Address
(A)

JAMES HOFFMAN

1130 CONNECTICUT AVE., NW S
WASHINGTON
DC
20036-3975

Type or Classification
(B)

LEGAL FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,205
Total Non-Itemized Transactions with this Payee/Payer		$731
Total of All Transactions with this Payee/Payer for This Schedule		$6,936
LEGAL FEES RE TRUSTEESHIP	07/19/2018	$6,205

Name and Address
(A)

JAYSTAR GROUP, INC.

200 CONNECTICUT AVE. 5TH FL
NORWALK
CT
06854

Type or Classification
(B)

CONSULTANTS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$16,500
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$16,500
LM2 PREPARATION FEE	06/21/2019	$5,500
LM2 PREPARATION FEE	10/18/2018	$5,500
LM2 PREPARATION FEE	08/17/2018	$5,500

Name and Address
(A)

PARIS LAS VEGAS
P.O. BOX 96118

LAS VEGAS
NV
89193

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$50,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$50,000
CONVENTION DEPOSIT FEE	06/07/2019	$50,000

Name and Address
(A)

SOUTHWEST AIRLINES
PO BOX 36647

DALLAS
TX
75235

Type or Classification
(B)

AIRLINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$25,795
Total of All Transactions with this Payee/Payer for This Schedule		$25,795

Name and Address
(A)

TOMMY DOUGLAS CONFERENCE CENTER
DBA TOMMY DOUGLAS CONFERENC
1000 NEW HAMPSHIRE AVE
SILVER SPRING
MD
20903

Type or Classification
(B)

CONFERENCE CENTER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$40,824
Total Non-Itemized Transactions with this Payee/Payer		$26,899
Total of All Transactions with this Payee/Payer for This Schedule		$67,723
MEALS/LODGING - FINANCIAL SECRETARY'S TRAINING	04/12/2019	$10,724
MEALS/LODGING - FINANCIAL SECRETARY'S TRAINING	04/12/2019	$22,675
AUDIO VISUAL - FINANCIAL SECRETARY TRAINING	04/12/2019	$7,425

Name and Address
(A)

UNITED AIRLINES

2 NORTH LASALLE STREET
CHICAGO
IL
60602

Type or Classification
(B)

AIRLINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$18,662
Total of All Transactions with this Payee/Payer for This Schedule		$18,662

Name and Address
(A)

WESTIN HARBORVIEW HOTEL PORTLAND, ME

157 HIGH STREET
PORTLAND
ME
04101

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,436
Total Non-Itemized Transactions with this Payee/Payer		$864
Total of All Transactions with this Payee/Payer for This Schedule		$6,300
NE JOINT CONFERENCE MEALS	02/15/2019	$5,436

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

SCHEDULE 20 - BENEFITS

FILE NUMBER: 000-160

Description (A)	To Whom Paid (B)	Amount (C)
Total of all lines above (Total will be automatically entered in Item 55.)		$7,446,157
Disability	VARIOUS	$1,704
Funeral Benefits	VARIOUS	$1,099,252
Health and Welfare Opt Out	VARIOUS	$129,168
Healthcare	VARIOUS	$2,557,877
Pension	VARIOUS	$3,658,156

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

69. ADDITIONAL INFORMATION SUMMARY

FILE NUMBER: 000-160

Question 10: ATU Pension Plan for International Officers, Employees Plan No. 001 EIN 53-6014540. Provides pension benefits. b. Amalgamated Transit Union National 401(k) Pension Plan, EIN 52-2059290. Provides pension benefits. c. Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan, EIN 52-2059293. Provides pension benefits. d. Amalgamated Transit Union Local 313 and Quad City Garage Policy Group Section 457 Deferred Compensation Plan, EIN 90-0258323. Provides pension benefits. e. Amalgamated Transit Union Local 568 and Erie Metropolitan Transit Authority Section 457 Deferred Compensation Plan, EIN 90-0258323. Provides pension benefits. f. Amalgamated Transit Union Local 1212 and Chattanooga Area Regional Transportation Authority Section 457 Deferred Compensation Plan, EIN 90-0258323. Provides pension benefits. g. Amalgamated Transit Union Local 1220 and Old Dominion Transit Management Company Section 457 Deferred Com0pensation Plan, EIN 90-0258323. Provides pension benefits. h. Amalgamated Transit Union Local 1742 and Tri-State Transportation Authority Section 457 Deferred Compensation Plan, EIN 90-0258323. Provides pension benefits. i. Amalgamated Transit Union Local 836 and Interurban Transit Partnership 457 Deferred Compensation Plan, EIN 38-3555116. Provides pension benefits. j. Amalgamated Transit union Governmental Profit Sharing Plan, EIN 22- 3975924. Provides pension benefits. The plans are located at 1000 New Hampshire Avenue, Silver Spring, MD 20903

Question 11(a):

Question 11(a): ATU Committee on Political Education (COPE), ATU COPE Voluntary Fund Account, ATU COPE Special Holding Account, ATU COPE - ATU COPE Missouri Account, ATU New York COPE Fund. Account filings have been made with the following Federal and State Agencies: California Secretary of State, FEC (Federal Elections Committee), Indiana State Election Board, Internal Revenue Services, Missouri Ethics Commission, Nevada Secretary of State Elections, New Jersey Division of Elections, New York Board of Elections, New York Board of Elections and Counties in which we have activity, North Carolina Campaign Finance Office of the State Board of Elections, Pennsylvania Commonwealth of PA Department of State, Rhode Island Election Division, Tennessee Registry of Election Finance, Washington Public Disclosure Commission, Wisconsin State Election Board and Counties in which we have activity, and Maryland State Board of Elections.

Question 11(b):

Question 11(b): : : : : : Subsidiary: ATU Training and Education Center, Inc. 10000 New Hampshire Avenue, Silver Spring, MD: Purpose - Non-profit organization exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. The ATU Training and Education Center, Inc. provides education and training to union members and others. The information concerning its financial condition and operations is included in a separate report.

Question 12: Calibre CPA Group conducted an audit in accordance with generally accepted auditing standards.

Schedule 13, Row1:Active members are regular, full dues paying members of the Union.

Schedule 13, Row2:Pension members pay pension dues, which are typically less than full dues.

Schedule 13, Row3:Active Members at large have no voting rights.

Schedule 13, Row3:Members at Large have no voting rights per the International Constitution and

General Laws and pay directly to Union. Active Members at Large have no voting rights.

Schedule 13, Row4:Members at large have no voting rights per the International Constitution and

General Laws and pay directly to Union.

Schedule 13, Row4:Pension members at large pay pension dues directly to the International. Pension members at large have no voting rights.

General Information: The operating and maintenance costs of automobiles used by officers for both official union business and personal use have been included in column G.

Schedule 12: Transit passes provided to certain employees have been included in column G.



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