U.S. Department of Labor
Office of Labor-Management Standards
Washington, DC 20210 		FORM LM-2 LABOR ORGANIZATION ANNUAL REPORT Form Approved
Office of Management and Budget
No. 1245-0003
Expires: 09-30-2021
MUST BE USED BY LABOR ORGANIZATIONS WITH $250,000 OR MORE IN TOTAL ANNUAL RECEIPTS AND LABOR ORGANIZATIONS IN TRUSTEESHIP

This report is mandatory under P.L. 86-257, as amended.  Failure to comply may result in criminal prosecution, fines, or civil penalties as provided by 29 U.S.C. 439 or 440.
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.
For Official Use Only
1. FILE NUMBER
543-977
2. PERIOD COVERED
From01/01/2019
Through12/31/2019
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 UNION
 6. DESIGNATION NBR
1005
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name
TOMMY
 Last Name
BELLFIELD
P.O Box - Building and Room Number
Suite 345
Number and Street
312 CENTRAL AVENUE SE
City
MINNEAPOLIS
State
MN		 ZIP Code + 4
554141051


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:Ryan P TimlinPRESIDENT71. SIGNED:Tommy L BellfieldTREASURER
Date:Feb 27, 2020Telephone Number:612-379-2914Date:Feb 27, 2020Telephone Number:612-379-2914
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 543-977
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?No
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$900,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?Yes
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?11/2020
20. How many members did the labor organization have at the end of the reporting period?2,427
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Feesn/apermonth$59.25$64.55
(b) Working Dues/Fees-per---
(c) Initiation Fees$5perone time--
(d) Transfer Fees-per---
(e) Work Permits-per---

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 543-977

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $2,535,048$2,759,942
23. Accounts Receivable1$0$0
24. Loans Receivable2$0
25. U.S. Treasury Securities $0$0
26. Investments5$0$0
27. Fixed Assets6$0$0
28. Other Assets7$0$0
29. TOTAL ASSETS $2,535,048$2,759,942

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$0$0
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$0$0
34. TOTAL LIABILITIES $0$0
35. NET ASSETS$2,535,048$2,759,942
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 543-977

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $0
37. Per Capita Tax $1,852,754
38. Fees, Fines, Assessments, Work Permits $147,150
39. Sale of Supplies $0
40. Interest $91,993
41. Dividends $0
42. Rents $0
43. Sale of Investments and Fixed Assets3$0
44. Loans Obtained9$0
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$8,824
49. TOTAL RECEIPTS $2,100,721
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$134,993
51. Political Activities and Lobbying16$59,988
52. Contributions, Gifts, and Grants17$21,100
53. General Overhead18$259,111
54. Union Administration19$737,799
55. Benefits20$0
56. Per Capita Tax $605,996
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$0
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 $55,422
  
66. Subtotal $1,874,409
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$186,964  
  67b. Less Total Disbursed$188,382  
  67c. Total Withheld But Not Disbursed -$1,418
68. TOTAL DISBURSEMENTS $1,875,827
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 543-977

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: 543-977

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A) 		Loans
Outstanding at
Start of Period
(B) 		Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1) 		Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not listed above     
Total of all lines above$0$0$0$0$0
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 543-977

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Gross Sales Price
(D) 		Amount Received
(E)
Total of all lines above$0$0$0$0
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 543-977

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$0$0$0
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 543-977

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost
B. Total Book Value
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
Other Investments 
D. Total Cost
E. Total Book Value
F. List each other investment which has a book value over $5,000 and exceeds 5% of Line E.  Also, list each subsidiary for which separate reports are attached.  
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 543-977

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)$0 $0$0
B. Buildings (give location)$0$0$0$0
C. Automobiles and Other Vehicles
D. Office Furniture and Equipment
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $0$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 543-977

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: 543-977

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: 543-977

Source of Loans Payable at Any
Time During the Reporting Period
(A) 		Loans Owed at
Start of Period
(B) 		Loans Obtained
During Period
(C) 		Repayment
During Period
Cash
(D)(1) 		Repayment
During Period
Other Than Cash
(D)(2) 		Loans Owed at
End of Period
(E)
Total Loans Payable$0$0$0$0$0
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 543-977

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 543-977

(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 		Timlin ,  Ryan   P
President
C		$99,607$3,360$5,242$0$108,209
I
Schedule 15
Representational Activities 		30 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		55 %
A
B
C 		Maki-Green ,  Dorothy   M
Vice-Prresident
C		$88,687$2,880$12,729$0$104,296
I
Schedule 15
Representational Activities 		15 % Schedule 16
Political Activities and Lobbying 		20 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		65 %
A
B
C 		Bellfield ,  Tommy   L
Fin Sec / Treas
C		$91,281$2,640$8,850$0$102,771
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		30 % Schedule 19
Administration 		55 %
A
B
C 		McConnell ,  John   M
Rec Secr / Bus Agent
C		$95,516$2,880$4,532$0$102,928
I
Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		60 %
A
B
C 		Anderson ,  Kurt   J
Board member
C		$12,370$600$8,634$0$21,604
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 		Benson ,  Lisa   R
Board member
C		$5,356$600$8,634$0$14,590
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		75 %
A
B
C 		Bolden ,  Cliffton  
Board member
C		$3,854$600$8,634$0$13,088
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 		Butts ,  David   P
Board member
C		$5,706$600$8,634$0$14,940
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 		Darling ,  Honey   L
Board member
C		$10,339$600$8,634$0$19,573
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 		Feucht ,  Charles   R
Board member
C		$10,519$600$8,634$0$19,753
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 		Gosha ,  David   A
Board member
C		$5,558$600$8,634$0$14,792
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		85 %
A
B
C 		Jesse ,  Mark   A
Board member
C		$4,559$600$8,634$0$13,793
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 		Johnson ,  Kevin   L
Board member
C		$4,872$600$8,453$0$13,925
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 		Jones ,  Doni   S
Board member
C		$14,548$600$8,634$0$23,782
I
Schedule 15
Representational Activities 		15 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		85 %
A
B
C 		Kammueller ,  Ronald   W
Board member
C		$16,970$600$8,634$0$26,204
I
Schedule 15
Representational Activities 		35 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		65 %
A
B
C 		Muhammad ,  Demetre   M
Board member
C		$9,079$600$8,634$0$18,313
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 		Raveling ,  Gordon   J
Board member
C		$4,163$600$8,634$0$13,397
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 		Stiggers ,  David   M
Board member
C		$7,726$600$8,634$0$16,960
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 		Stowe ,  Gregory   H
Board member
C		$7,663$600$8,634$0$16,897
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 		White ,  Mitchell   D
Board member
C		$5,281$600$8,634$0$14,515
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 %
Total Officer Disbursements$503,654$21,360$169,316$0$694,330
Less Deductions    $176,030
Net Disbursements    $518,300
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 543-977

(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 		Anderson ,  Bredan   L
lost time
n/a		$17,011$0$0$0$17,011
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$32,101$1,925$0$0$34,026
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 %
Total Employee Disbursements$49,112$1,925$0$0$51,037
Less Deductions    $10,934
Net Disbursements    $40,103
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 543-977

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 2,427 
Agency Fee Payers*0
Total Members/Fee Payers2,427 
*Agency Fee Payers are not considered members of the labor organization.
Bus operators (MT - 1484, FT - 84)1,568Yes
Bus mechanics (MT - 653, FT - 30)683Yes
Office personnel (dispatchers, payroll, etc.)171Yes
Union Executive Officers (4 from Local, 1 from International)5Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 543-977

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$0
2. Named Payer Non-itemized Receipts$0
3. All Other Receipts$8,824
4. Total Receipts$8,824
     
     
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$21,100
6. Total Disbursements$21,100
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$129,542
4. To Employees$0
5. All Other Disbursements$5,451
6. Total Disbursements$134,993
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$49,640
2. Named Payee Non-itemized Disbursements$121,951
3. To Officers$30,831
4. To Employees$0
5. All Other Disbursements$56,689
6. Total Disbursements$259,111
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$59,138
4. To Employees$0
5. All Other Disbursements$850
6. Total Disbursements$59,988
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$102,748
2. Named Payee Non-itemized Disbursements$71,462
3. To Officers$474,820
4. To Employees$51,037
5. All Other Disbursements$37,732
6. Total Disbursements$737,799
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 543-977

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 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 543-977

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 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 543-977

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: 543-977

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: 543-977

Name and Address
(A)
Gary W Paulson

4962 Black Spruce Trail NW
Hackensack
MN
56452
Type or Classification
(B)
Professional services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,455
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$15,455
Six month audit and full year tax for 201803/09/2019$10,340
Six month audit for 201908/30/2019$5,115
Name and Address
(A)
Labor Temple Assoc - Northmarq
86
SDS-12-2659
Minneapolis
MN
55486
Type or Classification
(B)
Office rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$44,293
Total of All Transactions with this Payee/Payer for This Schedule$44,293
Name and Address
(A)
Miller O'Brien Jensen
Suite 2400
120 So 6th St
Minneapolis
MN
55402
Type or Classification
(B)
Professional Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,125
Total Non-Itemized Transactions with this Payee/Payer$53,376
Total of All Transactions with this Payee/Payer for This Schedule$68,501
Litigation09/10/2019$15,125
Name and Address
(A)
Total Networx

417 West Travelers Trail
Burnsville
MN
55337
Type or Classification
(B)
Equipment & maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,979
Total Non-Itemized Transactions with this Payee/Payer$3,729
Total of All Transactions with this Payee/Payer for This Schedule$14,708
New computers and server10/10/2019$10,979
Name and Address
(A)
Union Insurance Group

2125 West Roscoe St
Chicago
IL
60618
Type or Classification
(B)
Insurance & bonding
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,081
Total Non-Itemized Transactions with this Payee/Payer$2,313
Total of All Transactions with this Payee/Payer for This Schedule$10,394
Liability insurance01/03/2019$8,081
Name and Address
(A)
US Bank Finance
790448

St Louis
MO
63179
Type or Classification
(B)
Equipment Lease
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$18,240
Total of All Transactions with this Payee/Payer for This Schedule$18,240
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 543-977

Name and Address
(A)
Chase Printing

411 Broadway St
St Paul
MN
55101
Type or Classification
(B)
Newsletter & Caucus Printing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$15,997
Total of All Transactions with this Payee/Payer for This Schedule$15,997
Name and Address
(A)
Delta Airlines, Inc
20980

Atlanta
GA
30320-2980
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$7,340
Total of All Transactions with this Payee/Payer for This Schedule$7,340
Name and Address
(A)
Hilton Hotels

7930 Jones Branch Drive
McLean
VA
22102
Type or Classification
(B)
Hotel lodging
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$19,811
Total Non-Itemized Transactions with this Payee/Payer$751
Total of All Transactions with this Payee/Payer for This Schedule$20,562
ATU Women's caucus07/13/2019$19,811
Name and Address
(A)
Lunds Food Holdings

3948 W 50th St B-102
Edina
MN
55424
Type or Classification
(B)
Meetings
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,771
Total of All Transactions with this Payee/Payer for This Schedule$5,771
Name and Address
(A)
Miller O'Brien Jensen

120 So 6th St, Ste 2400
Minneapolis
MN
55402
Type or Classification
(B)
Arbitration services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$58,319
Total Non-Itemized Transactions with this Payee/Payer$13,622
Total of All Transactions with this Payee/Payer for This Schedule$71,941
Skrpek03/07/2019$9,523
Bosell, Skrpek03/29/2019$9,890
Bus vendor, Skrpek, Howe07/08/2019$6,575
Howe, Houston, fire extinguish 08/08/2019$12,990
Houston, fire extinguish, Pray, Ahkter, Mucker09/10/2019$7,718
fire extinguish, Freeman, Mucker10/10/2019$5,648
Beadles11/21/2019$5,975
Name and Address
(A)
Omni Hotels - Parker House

60 School St
Boston
MA
02108
Type or Classification
(B)
Conference travel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,242
Total of All Transactions with this Payee/Payer for This Schedule$5,242
Name and Address
(A)
Paris Las Vegas Hotel

3955 S Las Vegas Blvd
Las Vegas
NV
89109
Type or Classification
(B)
International convention
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,878
Total Non-Itemized Transactions with this Payee/Payer$1,780
Total of All Transactions with this Payee/Payer for This Schedule$10,658
Hotel lodging10/10/2019$8,878
Name and Address
(A)
Richard John Miller

7919 Orchid Lane N
Maple Grove
MN
55311
Type or Classification
(B)
Arbitration services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,043
Total of All Transactions with this Payee/Payer for This Schedule$8,043
Name and Address
(A)
Union House Inc

26796 Felton Ave
Wyoming
MN
55092
Type or Classification
(B)
Union Apparel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,740
Total Non-Itemized Transactions with this Payee/Payer$12,916
Total of All Transactions with this Payee/Payer for This Schedule$28,656
New Local jackets06/03/2019$9,620
New Local jackets11/15/2019$6,120
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 543-977

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 543-977


Question 11(a):

Question 11(a): : - The Local maintains a "Political" account. During 2019 the account received no dues receipts and donated $850 to candidates. The account ended the year with a balance of $10,048.

Question 12: - The Local had two six month audits (Jan thru June and July thru Dec 2019) performed by an independent auditor, Gary W Paulson, CPA.

Question 15: - The Local maintains an inventory of union apparel items (jackets, golf shirts, wind shirts, sweatshirts and t-shirts). During 2019 the local purchased an additional $24,767 worth of apparel items. The apparel is given away as door prizes at meetings and conferences and also as retiree and volunteer gifts. The inventory is used and replenished on an ongoing basis. The Local also purchased and gave away prizes and electronic equipment at their annual picnic valued at approximately $10,000.

Schedule 13, Row1:

Schedule 13, Row1::- Bus operators pay full dues.

Schedule 13, Row1:

Schedule 13, Row1::

Schedule 13, Row2:

Schedule 13, Row2::- Bus mechanics pay full dues.

Schedule 13, Row2:

Schedule 13, Row2::

Schedule 13, Row3:

Schedule 13, Row3::- Office personnel pay full dues.

Schedule 13, Row3:

Schedule 13, Row3::

Schedule 13, Row4:

Schedule 13, Row4::- Elected union officers from other areas pay full dues. Note: They work full time for the Local).

Schedule 13, Row4:

Schedule 13, Row4::
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)