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
001-158
2. PERIOD COVERED
From07/01/2018
Through06/30/2019
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.)
LOCAL DIVISION
 6. DESIGNATION NBR
757
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name
MARY
 Last Name
LONGORIA
P.O Box - Building and Room Number

Number and Street
1801 N E COUCH ST
City
PORTLAND
State
OR		 ZIP Code + 4
972323054


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:Shirley A BlockPRESIDENT71. SIGNED:Mary A LongoriaTREASURER
Date:Dec 17, 2019Telephone Number:503-232-9144Date:Dec 17, 2019Telephone Number:503-232-9144
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 001-158
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?Yes
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$1,000,000
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?06/2021
20. How many members did the labor organization have at the end of the reporting period?5,546
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/FeesBy PropertyperMonth3.6473.66
(b) Working Dues/FeesN/AperN/AN/AN/A
(c) Initiation FeesBy PropertyperMonth75.00225.00
(d) Transfer FeesN/AperN/AN/AN/A
(e) Work PermitsN/AperN/AN/AN/A

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 001-158

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $1,541,723$1,938,193
23. Accounts Receivable1$0
24. Loans Receivable2
25. U.S. Treasury Securities $0$0
26. Investments5$100,085$105,890
27. Fixed Assets6$154,768$186,946
28. Other Assets7$6,218
29. TOTAL ASSETS $1,802,794$2,231,029

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$0
31. Loans Payable9$3,121$7,464
32. Mortgages Payable $0$0
33. Other Liabilities10$43
34. TOTAL LIABILITIES $3,121$7,507
35. NET ASSETS$1,799,673$2,223,522
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 001-158

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $3,357,278
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $54,260
39. Sale of Supplies $0
40. Interest $5,979
41. Dividends $0
42. Rents $0
43. Sale of Investments and Fixed Assets3
44. Loans Obtained9$4,343
45. Repayments of Loans Made2
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$66,281
49. TOTAL RECEIPTS $3,488,141
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$527,641
51. Political Activities and Lobbying16$16,269
52. Contributions, Gifts, and Grants17$0
53. General Overhead18$268,626
54. Union Administration19$795,859
55. Benefits20$293,370
56. Per Capita Tax $1,048,479
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$25,905
61. Loans Made2
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $0
65. Direct Taxes $115,522
  
66. Subtotal $3,091,671
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$287,728  
  67b. Less Total Disbursed$287,728  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $3,091,671
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 001-158

Entity or Individual Name
(A) 		Total Account Receivable
(B) 		90-180 Days
Past Due
(C) 		180+ Days
Past Due
(D) 		Liquidated Account
Receivable
(E)
Total of all itemized accounts receivable$0$0$0$0
Totals from all other accounts receivable    
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $0$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 001-158

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A) 		Loans
Outstanding at
Start of Period
(B) 		Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1) 		Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not listed above     
Total of all lines above$0$0$0$0$0
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 001-158

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Gross Sales Price
(D) 		Amount Received
(E)
Total of all lines above$0$0$0$0
Less Reinvestments 
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales 
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 001-158

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$25,905$25,905$25,905
Parking Lot Resurface$6,000$6,000$6,000
Vehicles$19,905$19,905$19,905
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$25,905
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 001-158

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost$33,445
B. Total Book Value$105,890
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • Microsoft Corp
$26,792
  • Philip Morris Intl Inc
$15,706
  • Royal Dutch Shell PLC CL B
$6,574
  • Mondelez Inc Com
$7,438
Other Investments 
D. Total Cost
E. Total Book Value
F. List each other investment which has a book value over $5,000 and exceeds 5% of Line E.  Also, list each subsidiary for which separate reports are attached.  
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $105,890
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 001-158

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      1801 NE Couch Street, Portland, OR 97232-3054$52,534 $52,534$475,420
B. Buildings (give location)    
Building  1 :      1801 NE Couch Street, Portland, OR 97232-3054$441,272$370,330$70,942$369,640
C. Automobiles and Other Vehicles$100,650$41,172$59,478$58,935
D. Office Furniture and Equipment$129,741$125,749$3,992$3,000
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $724,197$537,251$186,946$906,995
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 001-158

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 001-158

Entity or Individual Name
(A) 		Total Account
Payable
(B) 		90-180 Days
Past Due
(C) 		180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable$0$0$0$0
Total from all other accounts payable$0$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $0$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 001-158

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$3,121$4,343$0$0$7,464
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
Bank of America Credit Cards - Net$3,121$4,343$0$0$7,464
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 001-158

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $43
Payroll Liability$43
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 001-158

(A)
Name		(B)
Title		(C)
Status		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances
Disbursed 		(F)
Disbursements for Official Business 		(G)
Other
Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Block ,  Shirley   A
President
C		$136,107$136,107
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		Hunt ,  Jonathan   J
Vice President
C		$135,206$135,206
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		7 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		18 %
A
B
C 		Longoria ,  Mary   A
Financial Secretary-Treas
C		$129,686$129,686
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		80 %
A
B
C 		Alexander ,  Khristopher   B
Executive Board Officer
P		$8,738$8,738
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		95 %
A
B
C 		Appelhanz ,  James   B
Executive Board Officer
N		$4,873$4,873
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		90 %
A
B
C 		Bennett ,  James   F
Executive Board Officer
C		$12,978$12,978
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Bradley ,  William   J
Executive Board Officer
N		$11,721$11,721
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Burke ,  Mikel   S
Executive Board Officer
N		$9,118$9,118
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Casey ,  Frederick   A
Executive Board Officertive
N		$8,316$8,316
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		80 %
A
B
C 		Forrester ,  Anthony   M
Executive Board Officertive
P		$4,050$4,050
I
Schedule 15
Representational Activities 		30 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		70 %
A
B
C 		Francois ,  Michael   D
Executive
C		$14,116$14,116
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		90 %
A
B
C 		Hagey ,  Darin   K
Executive Board Officer
N		$8,529$8,529
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		90 %
A
B
C 		Howard ,  Terrance   L
Executive Board Officer
P		$16,955$16,955
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		90 %
A
B
C 		Kinoshita ,  Kevin   K
Executive Board Officer
C		$10,950$10,950
I
Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		75 %
A
B
C 		Montgomery ,  Kerry   J
Executive Board Officer
N		$10,595$10,595
I
Schedule 15
Representational Activities 		65 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		35 %
A
B
C 		Ruffin ,  Joe  
Executive Board Officer
C		$10,986$10,986
I
Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		75 %
A
B
C 		Tompte ,  Anna   M
Executive Board Officer
C		$6,972$6,972
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		80 %
A
B
C 		McCurry ,  Michael   W
Executive Board Officer
N		$9,484$9,484
I
Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		75 %
Total Officer Disbursements$549,380$0$0$0$549,380
Less Deductions     
Net Disbursements    $549,380
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 001-158

(A)
Name		(B)
Title		(C)
Other Payer		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances Disbursed 		(F)
Disbursements for Official Business 		(G)
Other Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Archie ,  Melissa   S
Executive Secretary
N/A		$72,360$72,360
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Bower ,  Danielle   E
Administrative Secretary
N/A		$63,568$63,568
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Collins ,  Denise   L
Administrative Secretary
N/A		$49,138$49,138
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Cordova ,  Krista   M
Labor Relations Coordinat
N/A		$84,579$84,579
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		25 %
A
B
C 		Franz ,  Jared   H
Public Policy Coordinator
N/A		$68,720$68,720
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Duarte ,  Sherri   L
Administrative Secretary
N/A		$58,142$58,142
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Mota ,  Marijana  
Administrative Secretary
N/A		$14,850$14,850
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Riley ,  Andrew   A
Communications
N/A		$44,862$44,862
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$88,578$88,578
I Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		75 %
Total Employee Disbursements$544,797$0$0$0$544,797
Less Deductions     
Net Disbursements    $544,797
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 001-158

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 5,546 
Agency Fee Payers*1
Total Members/Fee Payers5,547 
*Agency Fee Payers are not considered members of the labor organization.
Active Members4,355Yes
Retired Members before 199312Yes
Retired Members after 19921,141Yes
50 yr. Retired Members before 199312Yes
50 yr. Retired Members after 199226Yes
Military Leave of Absence0Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 001-158

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$51,338
2. Named Payer Non-itemized Receipts$10,980
3. All Other Receipts$3,963
4. Total Receipts$66,281
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements
6. Total Disbursements$0
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$61,802
2. Named Payee Non-itemized Disbursements$6,334
3. To Officers$283,842
4. To Employees$85,579
5. All Other Disbursements$90,084
6. Total Disbursements$527,641
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$82,965
2. Named Payee Non-itemized Disbursements$105,711
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$79,950
6. Total Disbursements$268,626
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$16,269
4. To Employees$0
5. All Other Disbursements
6. Total Disbursements$16,269
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$22,645
3. To Officers$249,273
4. To Employees$459,219
5. All Other Disbursements$64,722
6. Total Disbursements$795,859
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 001-158

Name and Address
(A)
TriMet

1800 SW 1st Avenue
Portland
OR
97201
Type or Classification
(B)
Various
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$26,008
Total Non-Itemized Transactions with this Payee/Payer$10,980
Total of All Transactions with this Payee/Payer for This Schedule$36,988
ULP Court Order10/11/2018$5,000
Reimburse ATU for Recreation Fund Expenses07/12/2018$21,008
Name and Address
(A)
Zurich American Insurance Company
66946

Chicago
IL
60666-0946
Type or Classification
(B)
Insurance Restitution
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,330
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$25,330
Insurance Restitution - Wallace08/31/2018$25,330
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 001-158

Name and Address
(A)
Albies & Stark

1 SW Columbia St Suite 1850
Portland
OR
97204
Type or Classification
(B)
Arbitration & Negotiation Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$54,547
Total Non-Itemized Transactions with this Payee/Payer$6,334
Total of All Transactions with this Payee/Payer for This Schedule$60,881
Arbitration01/09/2019$483
PPS Nego/Mediation07/10/2018$1,596
PPS Nego/Mediation Mechanic Seniority08/22/2018$4,116
PPS Nego/Mediation Mechanic Seniority09/11/2018$5,970
TM Mechanic Seniority, New Hire Orientation10/09/2018$4,840
TM Mechanic Seniority, New Hire Orientation11/07/2018$2,457
TM Mechanic Seniority, New Hire Orientation12/07/2018$2,898
TM Mechanic Seniority, New Hire Orientation01/09/2019$5,082
TM Mechanic Seniority, Cost Summary, 8th Camera02/07/2019$4,813
TM Mechanic Seniority, Cost Summary, 8th Camera03/07/2019$5,059
TM Mechanic Seniority Corvallis,/TM Maintenance Ne04/04/2019$5,332
TM Mechanic Seniority Corvallis,/TM Maintenance Ne05/15/2019$3,192
TM TTO/Hop Pass/Fare Enforcement/Demand to Bargain06/14/2019$8,709
Name and Address
(A)
Bennett, Hartman, Morris & Kaplan, LLP

210 SW Morrison St Suite 5
Portland
OR
97204
Type or Classification
(B)
Attorney - Arbitration & Negotiation Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,255
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$7,255
TM Arb Appeal07/19/2018$158
TM Arb Appear08/22/2018$18
TM Nego Open Meetings ULP Review08/30/2018$1,249
TM Nego & Arb12/03/2018$4,045
Representation02/21/2019$53
TM Arb Appeal02/21/2019$1,662
TM Arb Appeal03/21/2019$70
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 001-158

Name and Address
(A)




-1
Type or Classification
(B)
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 001-158

Name and Address
(A)




-1
Type or Classification
(B)
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 001-158

Name and Address
(A)




-1
Type or Classification
(B)
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$0
Name and Address
(A)
Aaron Traxton, CPA

12725 SW 66th Avenue Ste 20
Tigard
OR
97223
Type or Classification
(B)
Audit Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$15,000
Audit Services10/03/2018$7,500
Audit Services12/19/2018$7,500
Name and Address
(A)
Alaska Airlines
68900

Seatlle
WA
98168
Type or Classification
(B)
Travel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,793
Total of All Transactions with this Payee/Payer for This Schedule$5,793
Name and Address
(A)
Comcast Business
60533

City of Industry
CA
91716
Type or Classification
(B)
Telephone Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,888
Total of All Transactions with this Payee/Payer for This Schedule$5,888
Name and Address
(A)
Fred Meyer
3053

Porttland
OR
97208
Type or Classification
(B)
Food/Misc
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,297
Total Non-Itemized Transactions with this Payee/Payer$7,283
Total of All Transactions with this Payee/Payer for This Schedule$12,580
Party Supplies12/14/2018$4,171
Party Supplies12/14/2018$1,125
Party Supplies02/07/2019$1
Name and Address
(A)
Herman Lindsey Jr., CPA

16865 Boones Ferry Rd.
Lake Oswego
OR
97035
Type or Classification
(B)
Financial Statement/Tax Preparation Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,153
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$15,153
Financial Statement/Tax Preparation Services08/30/2018$3,713
Financial Statement/Tax Preparation Services10/01/2018$5,390
Financial Statement/Tax Preparation Services05/21/2019$6,050
Name and Address
(A)
J&R Graphics and Printing

638 W Indian School Rd
Phoenex
AZ
85013
Type or Classification
(B)
Swag/Promotional Items
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,593
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,593
Shirts04/23/2019$4,000
Shirts06/06/2019$2,593
Name and Address
(A)
Marlin Business Bank
13604

Philadelphia
PA
19101
Type or Classification
(B)
Copier Lease
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$15,456
Total of All Transactions with this Payee/Payer for This Schedule$15,456
Name and Address
(A)
Morel

4824 NE 42nd Ave
Portland
OR
97218
Type or Classification
(B)
Printing/Apparel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,876
Total Non-Itemized Transactions with this Payee/Payer$1,163
Total of All Transactions with this Payee/Payer for This Schedule$7,039
Printing/Apparel08/22/2018$110
Printing/Apparel10/01/2018$891
Printing/Apparel04/16/2019$4,875
Name and Address
(A)
Northwest Labor Press
13150

Portland
OR
97213
Type or Classification
(B)
Union Publication
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$46,395
Total of All Transactions with this Payee/Payer for This Schedule$46,395
Name and Address
(A)
One United Promotions

1 Upland Woods Circle
Norwood
MA
02062
Type or Classification
(B)
Union Pins
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,580
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,580
Union Pins09/11/2018$4,440
Union Pins04/01/2019$6,140
Name and Address
(A)
Pitney Bowes Global Financial Svcs. LLC
371887

Pittsburgh
PA
15250
Type or Classification
(B)
Postage and Delivery
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,332
Total of All Transactions with this Payee/Payer for This Schedule$10,332
Name and Address
(A)
Solutions Yes

8300 SW Hunziker
Portland
OR
97223
Type or Classification
(B)
Copier Lease/Docuware
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,301
Total of All Transactions with this Payee/Payer for This Schedule$8,301
Name and Address
(A)
Township-United Building Services, LLC

7763 SW Cirrus Drive
Beaverton
OR
97008
Type or Classification
(B)
Janitorial Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,100
Total of All Transactions with this Payee/Payer for This Schedule$5,100
Name and Address
(A)
True Ballot, Inc

3 Bethesda Metro Center
Betthesda
MD
20814
Type or Classification
(B)
Election Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,535
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$12,535
Election Services11/05/2018$12,535
Name and Address
(A)
Wheatland insurance

312 E 3rd St.
The Dalles
OR
97058
Type or Classification
(B)
Business Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,931
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$11,931
Business Insurance11/05/2018$11,631
Business Insurance01/09/2019$300
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 001-158

Name and Address
(A)
DaVinci Digital, LLC

935 SE Hawthorne
Portland
OR
97214
Type or Classification
(B)
Computer Technical Support/IT Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$22,645
Total of All Transactions with this Payee/Payer for This Schedule$22,645
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 001-158

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$293,370
Health and Dental InsuranceTriMet$246,035
Health and Dental InsuranceStandard Insurance Company$15,608
Pension ContributionAmerican Funds Service Company$25,530
Reimburse Benefits Cost for Detailed MembersTo Members' Employers$6,197
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 001-158


Question 10: ATU/TriMet Joint Pension Trust Pension Fund 1800 SW 1st Ave. Portland, OR Lane County Transit District Joint Trust, Pension 3500 E 17th Eugene, OR Clark County Public Transportation Benefit Health Trust 2625 NE 65th Vancouver, WA

Question 11(a):

Question 11(a): Amalgamated Transit Union Division 757 Legislative Fund PAC number is 3094 and is reported to the state of Oregon

Question 12: Aaron Traxton, CPA 12725 SW 66th Avenue, Ste 202 Tigard, OR 97223

Schedule 9, Row1:

Schedule 9, Row1:

Schedule 13, Row1:

Schedule 13, Row1::Active members currently working for an employer that the union represents. These members would be paying full dues per the LU's bylaws. These members vote for the full time officers, the executive board officer and liaison officers from their property.

Schedule 13, Row1:

Schedule 13, Row1::

Schedule 13, Row2:

Schedule 13, Row2::Retired members who are retired before 1993 and pay a reduces dues amount. These members vote for the full time officers only.

Schedule 13, Row2:

Schedule 13, Row2::

Schedule 13, Row3:

Schedule 13, Row3::Retired members who are retired after 1992 and pay a reduced dues amount. These members vote for the full time officers only

Schedule 13, Row3:

Schedule 13, Row3:

Schedule 13, Row4:

Schedule 13, Row4::Fifty year retired members who retired before 1993 and do not pay dues. These members vote for the full time officers only.

Schedule 13, Row4:

Schedule 13, Row4:

Schedule 13, Row5:

Schedule 13, Row5:Fifty year retired members who are retired after 1992 and do not pay dues. These members vote for the top three officers only.

Schedule 13, Row5:

Schedule 13, Row5:

Schedule 13, Row6:

Schedule 13, Row6:These members are on LOA to serve in the armed forces and do not pay dues. These members vote on the full time officers, executive board officers, and the liaison officers from their property.

Schedule 13, Row6:

Schedule 13, Row6:
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)