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
000-069
2. PERIOD COVERED
From04/01/2019
Through03/31/2020
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
ENGINEERS, PROF AND TECH, 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
PAUL
Last Name
SHEARON
P.O Box - Building and Room Number
SUITE 701
Number and Street
501 3RD STREET NW
City
WASHINGTON
State
DC
ZIP Code + 4
20001


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:Paul ShearonPRESIDENT71. SIGNED:Matthew S BiggsTREASURER
Date:Jun 29, 2020Telephone Number:202-239-4880Date:Jun 29, 2020Telephone Number:202-239-4880
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 000-069
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?No
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?Yes
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?08/2021
20. How many members did the labor organization have at the end of the reporting period?61,993
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees8.92perMonth6.078.92
(b) Working Dues/Feesper
(c) Initiation Feesper
(d) Transfer Feesper
(e) Work Permitsper

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 000-069

ASSETS
ASSETS Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash $1,232,186$1,599,400
23. Accounts Receivable1$586,570$861,395
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $0$0
26. Investments5$2,161,069$1,782,719
27. Fixed Assets6$107,101$100,858
28. Other Assets7$10,130$14,630
29. TOTAL ASSETS $4,097,056$4,359,002

LIABILITIES
LIABILITIES Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable8$0$2,544
31. Loans Payable9$445,095$0
32. Mortgages Payable $0$0
33. Other Liabilities10$331,231$317,489
34. TOTAL LIABILITIES $776,326$320,033
35. NET ASSETS$3,320,730$4,038,969
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 000-069

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $36,610
37. Per Capita Tax $4,987,360
38. Fees, Fines, Assessments, Work Permits $87,121
39. Sale of Supplies $0
40. Interest $850
41. Dividends $55,814
42. Rents $0
43. Sale of Investments and Fixed Assets3$376,619
44. Loans Obtained9$0
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $26,689
48. Other Receipts14$231,461
49. TOTAL RECEIPTS $5,802,524
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$1,573,863
51. Political Activities and Lobbying16$292,970
52. Contributions, Gifts, and Grants17$25,115
53. General Overhead18$738,870
54. Union Administration19$952,946
55. Benefits20$619,819
56. Per Capita Tax $553,774
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$82,989
61. Loans Made2$0
62. Repayment of Loans Obtained9$445,095
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $26,689
65. Direct Taxes $147,137
  
66. Subtotal $5,459,267
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$676,594  
  67b. Less Total Disbursed$652,637  
  67c. Total Withheld But Not Disbursed $23,957
68. TOTAL DISBURSEMENTS $5,435,310
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 000-069

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$806,386$119,348$497,024$0
Totals from all other accounts receivable$55,009$3,832$4,682 
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $861,395$123,180$501,706$0
IFPTE LOCAL 1$5,118$4,793
IFPTE LOCAL 4$6,254$216
ESC - IFPTE LOCAL 20$50,049
IFPTE LOCAL 195$151,126$68,694
IFPTE LOCAL 196$45,345$22,425
NJCSA COUNCIL 6$168,334$10,855$146,594
NJCSA COUNCIL 8$230,984$6,940$217,104
NJCSA COUNCIL 21$149,176$5,425$133,326
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 000-069

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: 000-069

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$376,619$376,619$376,619$376,619
INVESTMENTS SOLD$376,619$376,619$376,619$376,619
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$376,619
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 000-069

Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total of all lines above$82,994$82,994$82,989
LENOVO LAPTOP COMPUTER$1,429$1,429$1,429
LENOVO LAPTOP COMPUTER$1,068$1,068$1,068
LENOVO COMPUTER MONITOR$169$169$169
CELL PHONE$382$382$382
LOGITECH WIRELESS KEYBOARD & MOUSE COMBO$59$59$59
APPLE IPHONE$693$693$693
DESKTOP FAN$29$29$29
SHARK VACUUM CLEANER$156$156$156
APPLE LAPTOP COMPUTER$1,589$1,589$1,589
COMPUTER MONITOR$152$152$152
DESKTOP COMPUTER $1,156$1,156$1,151
INVESTMENTS PURCHASED$76,112$76,112$76,112
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$82,989
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 000-069

Description
(A)
Amount
(B)
Marketable Securities 
A. Total Cost
B. Total Book Value$1,782,601
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • MERRILL LYNCH INVESTMENT ACCOUNTS
$1,782,601
Other Investments 
D. Total Cost$118
E. Total Book Value$118
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.  
  • ULLICO STOCK
$100
  • GNMA BOND
$18
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $1,782,719
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 000-069

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$509,919$409,061$100,858$100,858
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $509,919$409,061$100,858$100,858
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 000-069

Description
(A)
Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $14,630
RENT DEPOSITS$8,630
CONVENTION HOTEL DEPOSIT$6,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 000-069

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$2,544$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $2,544$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 000-069

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$445,095$0$445,095$0$0
Totals will be automatically entered in... Item 31
Column (C)
Item 44Item 62 Item 69
with Explanation
Item 31
Column (D)
M&T BANK$445,095$0$445,095$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 000-069

Description
(A)
Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $317,489
ACCRUED SICK LEAVE LIABILITY$218,830
ACCRUED SEVERANCE PAY LIABILITY$74,702
PAYROLL LIABILITIES$23,957
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 000-069

(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
SHEARON ,  PAUL  
PRESIDENT
C
$210,076$18,678$228,754
I
Schedule 15
Representational Activities
50 % Schedule 16
Political Activities and Lobbying
10 % Schedule 17
Contributions
Schedule 18
General Overhead
10 % Schedule 19
Administration
30 %
A
B
C
BIGGS ,  MATTHEW   S
SECRETARY-TREASURER
C
$202,753$25,139$227,892
I
Schedule 15
Representational Activities
20 % Schedule 16
Political Activities and Lobbying
30 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
50 %
A
B
C
ALSABE ,  MAZEN   M
VICE PRESIDENT
N
$1,500$1,905$3,405
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
COCKRELL ,  RONDA   S
VICE PRESIDENT
P
$1,500$1,128$2,628
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
FUNFAR ,  JOEL   W
VICE PRESIDENT
N
$1,500$427$1,927
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
GRIFFIN ,  LAURENCE   D
VICE PRESIDENT
C
$1,500$1,990$3,490
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
HENSON ,  SUSAN   G
VICE PRESIDENT
C
$3,547$1,500$1,661$6,708
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
HUGHES NEWMAN ,  MISTY  
VICE PRESIDENT
C
$2,152$2,004$2,119$6,275
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
MC BRIDE ,  SEAN   P
VICE PRESIDENT
C
$1,500$427$1,927
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
MADER ,  JOHN  
VICE PRESIDENT
C
$1,500$427$1,927
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
NEWSOME ,  GERALD  
VICE PRESIDENT
C
$1,500$427$1,927
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
RULE ,  RYAN   M
VICE PRESIDENT
C
$1,500$1,097$2,597
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
STONE ,  LELAND   S
VICE PRESIDENT
C
$3,382$3,382
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
TRAVERS ,  SCOTT  
VICE PRESIDENT
C
$2,004$288$2,292
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
VALLEJO ,  GUSTAVO   J
VICE PRESIDENT
N
$1,500$562$2,062
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
ZELLMER ,  TINA   M
VICE PRESIDENT
C
$1,192$1,500$1,132$3,824
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
JUNEMANN ,  GREGORY   J
PRESIDENT
P
$94,748$94,748
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
Total Officer Disbursements$419,720$20,508$60,789$94,748$595,765
Less Deductions    $220,490
Net Disbursements    $375,275
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 000-069

(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
CONSTANTINO ,  PATRICIA   J
COMPTROLLER/OFFICE MGR
N/A
$151,083$151,083
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
10 % Schedule 17
Contributions
Schedule 18
General Overhead
5 % Schedule 19
Administration
85 %
A
B
C
ELLIS ,  MARIA TERESA   J
GENERAL COUNSEL
N/A
$172,026$10,803$182,829
I
Schedule 15
Representational Activities
70 % Schedule 16
Political Activities and Lobbying
5 % Schedule 17
Contributions
Schedule 18
General Overhead
5 % Schedule 19
Administration
20 %
A
B
C
GORCZYCA ,  DOLORES   A
INT'L REPRESENTATIVE
N/A
$26,271$1,946$28,217
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
KHAN ,  FARAZ   A
LEGISLATIVE REP/RESEARCHE
N/A
$108,726$1,300$110,026
I
Schedule 15
Representational Activities
40 % Schedule 16
Political Activities and Lobbying
40 % Schedule 17
Contributions
Schedule 18
General Overhead
10 % Schedule 19
Administration
10 %
A
B
C
LA FEMINA ,  DAVID   S
INT'L REPRESENTATIVE
N/A
$120,237$28,057$148,294
I
Schedule 15
Representational Activities
90 % Schedule 16
Political Activities and Lobbying
5 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
5 %
A
B
C
LANGFORD ,  CHRISTOPHER   T
INT'L REPRESENTATIVE
N/A
$111,759$5,863$117,622
I
Schedule 15
Representational Activities
70 % Schedule 16
Political Activities and Lobbying
5 % Schedule 17
Contributions
Schedule 18
General Overhead
10 % Schedule 19
Administration
15 %
A
B
C
LEWIS ,  KAREN  
INT'L REPRESENTATIVE
N/A
$143,930$12,356$156,286
I
Schedule 15
Representational Activities
45 % Schedule 16
Political Activities and Lobbying
15 % Schedule 17
Contributions
Schedule 18
General Overhead
15 % Schedule 19
Administration
25 %
A
B
C
MORGAN ,  KRISTINA   M
MEMBERSHIP/ACCTS REC
N/A
$118,287$645$118,932
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
NAIRN ,  KAREN   A
OFFICE SECRETARY
N/A
$87,436$1,531$88,967
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
1 % Schedule 18
General Overhead
74 % Schedule 19
Administration
25 %
A
B
C
RHETT ,  CANDACE   M
COMM REP/MTGS & CONV COOR
N/A
$108,590$2,534$111,124
I
Schedule 15
Representational Activities
5 % Schedule 16
Political Activities and Lobbying
15 % Schedule 17
Contributions
Schedule 18
General Overhead
50 % Schedule 19
Administration
30 %
A
B
C
SPARKS ,  ELIZABETH   M
INT'L ORGANIZER
N/A
$98,965$28,134$127,099
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
THURSTON ,  DAVID   P
INT'L ORGANIZER
N/A
$116,499$23,932$140,431
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
FITZPATRICK ,  WILLIAM  
INT'L REPRESENTATIVE
N/A
$152,615$3,364$155,979
I
Schedule 15
Representational Activities
95 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
5 % Schedule 19
Administration
A
B
C
LIU ,  ANN  
INT'L REPRESENTATIVE
N/A
$152,615$5,189$157,804
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
SAUER ,  DAVID   G
INT'L REPRESENTATIVE
N/A
$138,673$15,900$154,573
I
Schedule 15
Representational Activities
70 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
30 %
A
B
C
GILLIES ,  DENISE   J
INT'L REPRESENTATIVE
N/A
$9,233$9,233
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$0
I Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
Total Employee Disbursements$1,816,945$0$141,554$0$1,958,499
Less Deductions    $676,594
Net Disbursements    $1,281,905
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 000-069

Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members (Total of all lines above) 61,993 
Agency Fee Payers*494
Total Members/Fee Payers62,487 
*Agency Fee Payers are not considered members of the labor organization.
MEMBERS61,993Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 000-069

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$177,655
2. Named Payer Non-itemized Receipts$0
3. All Other Receipts$53,806
4. Total Receipts$231,461
     
     
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$890
5. All Other Disbursements$24,225
6. Total Disbursements$25,115
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$211,572
2. Named Payee Non-itemized Disbursements$46,254
3. To Officers$159,955
4. To Employees$1,154,623
5. All Other Disbursements$1,459
6. Total Disbursements$1,573,863
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$310,597
2. Named Payee Non-itemized Disbursements$93,796
3. To Officers$22,875
4. To Employees$192,100
5. All Other Disbursements$119,502
6. Total Disbursements$738,870
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$47,566
2. Named Payee Non-itemized Disbursements$24,000
3. To Officers$91,243
4. To Employees$121,667
5. All Other Disbursements$8,494
6. Total Disbursements$292,970
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$91,037
2. Named Payee Non-itemized Disbursements$9,667
3. To Officers$321,691
4. To Employees$489,220
5. All Other Disbursements$41,331
6. Total Disbursements$952,946
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 000-069

Name and Address
(A)
AFL-CIO

815 16TH STREET NW
WASHINGTON
DC
20006
Type or Classification
(B)
NATIONAL LABOR AFFILIATE
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
SUMMER INTERN 05/23/2019$6,000
Name and Address
(A)
ESC - IFPTE LOCAL 20

810 CAY STREET
OAKLAND
CA
94607
Type or Classification
(B)
AFFILIATED LOCAL UNION
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$171,655
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$171,655
REIMBURSEMENT ORGANIZING EXPENSES08/19/2019$17,333
REIMBURSEMENT ORGANIZING EXPENSES10/08/2019$46,610
REIMBURSEMENT ORGANIZING EXPENSES10/26/2019$17,756
REIMBURSEMENT ORGANIZING EXPENSES12/28/2019$37,956
REIMBURSEMENT ORGANIZING EXPENSES03/24/2020$52,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 000-069

Name and Address
(A)
ANN L SKAGGS

11908 RIVERSIDE DR #2
VALLEY VILLAGE
CA
95811
Type or Classification
(B)
ORGANIZING CONSULTANT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,667
Total Non-Itemized Transactions with this Payee/Payer$3,277
Total of All Transactions with this Payee/Payer for This Schedule$11,944
CONSULTING FEE08/28/2019$8,667
Name and Address
(A)
BRANDEN J CHRISTENSEN
PO BOX 1898

REDLANDS
CA
92373
Type or Classification
(B)
ORGANIZING CONSULTANT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$78,501
Total Non-Itemized Transactions with this Payee/Payer$2,680
Total of All Transactions with this Payee/Payer for This Schedule$81,181
CONSULTING FEES07/01/2019$8,667
CONSULTING FEES08/01/2019$8,667
CONSULTING FEES08/28/2019$8,667
CONSULTING FEES10/01/2019$8,667
CONSULTING FEES11/01/2019$9,165
CONSULTING FEES12/02/2019$8,667
CONSULTING FEES12/31/2019$8,667
CONSULTING FEES01/28/2020$8,667
CONSULTING FEES02/28/2020$8,667
Name and Address
(A)
IFPTE-GEALC
PO BOX 772

ERIE
PA
16512
Type or Classification
(B)
IFPTE REGIONAL COUNCIL
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,624
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$13,624
COORDINATED BARGAINING EXPENSES01/24/2020$13,624
Name and Address
(A)
MC GILLIVARY STEELE & ELKIN LLP

1101 VERMONT AVE NW STE 100
WASHINGTON
DC
20005
Type or Classification
(B)
LEGAL SERVICES
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,928
Total Non-Itemized Transactions with this Payee/Payer$38,827
Total of All Transactions with this Payee/Payer for This Schedule$51,755
LEGAL RETAINER FEES MAR/APR/MAY06/24/2019$12,928
Name and Address
(A)
ORAUI AMONI

8918 HOLMES AVENUE
LOS ANGELES
CA
90002
Type or Classification
(B)
ORGANIZING CONSULTANT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$79,032
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$79,032
CONSULTING FEE07/01/2019$8,667
CONSULTING FEE08/01/2019$8,667
CONSULTING FEE08/28/2019$8,667
CONSULTING FEE10/01/2019$8,667
CONSULTING FEE11/01/2019$8,667
CONSULTING FEE12/02/2019$9,696
CONSULTING FEE12/31/2019$8,667
CONSULTING FEE01/28/2020$8,667
CONSULTING FEE02/28/2020$8,667
Name and Address
(A)
PAUL E ALMEIDA

1111 ORONOCO ST #231
ALEXANDRIA
VA
22314
Type or Classification
(B)
PROFESSIONAL SERVICES
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
CONTRACT NEGOTIATIONS 02/05/2020$10,000
Name and Address
(A)
SPEEA - IFPTE LOCAL 2001

15205 52ND AVE S
SEATTLE
WA
98188
Type or Classification
(B)
AFFILICATED LOCAL UNION
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,820
Total Non-Itemized Transactions with this Payee/Payer$1,470
Total of All Transactions with this Payee/Payer for This Schedule$10,290
LODGING EXPENSES 6 MONTHS03/04/2020$8,820
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 000-069

Name and Address
(A)
CAPITOL HOST

5525 DORSEY LN
BETHESDA
MD
20816
Type or Classification
(B)
CATERING COMPANY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,421
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$12,421
CONGRESSIONAL RECEPTION CATERING02/04/2020$12,421
Name and Address
(A)
TELLSPRING LLC

2829 SACKS ST MH 201
SILVER SPRING
MD
20910
Type or Classification
(B)
POLITICAL ACTION CONSULTANT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$24,000
Total of All Transactions with this Payee/Payer for This Schedule$24,000
Name and Address
(A)
THE MAYFLOWER HOTEL

1127 CONNECTICUT AVE NW
WASHINGTON
DC
20036
Type or Classification
(B)
LODGING/HOSPITALITY/MEETING
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$35,145
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$35,145
LEGISLATIVE CONFERENCE EXPENSES03/04/2020$35,145
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 000-069

There was no data found for this schedule.

SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 000-069

Name and Address
(A)
AT&T
PO BOX 5019

CAROL STREAM
IL
60197-5019
Type or Classification
(B)
TELECOMMUNICATIONS SERVICES
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,722
Total of All Transactions with this Payee/Payer for This Schedule$8,722
Name and Address
(A)
CIT

21146 NETWORK PLACE
CHICAGO
IL
60673-1211
Type or Classification
(B)
OFFICE EQUIPMENT FINANCING SERVICES
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,795
Total of All Transactions with this Payee/Payer for This Schedule$12,795
Name and Address
(A)
COMMUNICATIONS WORKERS OF AMERICA

501 3RD STREET NW
WASHINGTON
DC
20001
Type or Classification
(B)
OFFICE LEASING
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$213,837
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$213,837
OFFICE RENT04/03/2019$16,286
OFFICE RENT05/01/2019$17,923
OFFICE RENT06/04/2019$17,923
OFFICE RENT07/01/2019$17,923
OFFICE RENT08/01/2019$17,923
OFFICE RENT09/03/2019$17,923
OFFICE RENT10/01/2019$17,923
OFFICE RENT11/01/2019$17,923
OFFICE RENT12/02/2019$17,923
OFFICE RENT01/02/2020$17,923
OFFICE RENT02/03/2020$17,923
OFFICE RENT03/02/2020$18,321
Name and Address
(A)
CVENT

1765 GREENSBORO STATION PL
TYSONS CORNER
VA
22102
Type or Classification
(B)
EVENT MANAGEMENT SOFTWARE
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,758
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,758
ANNUAL CONTRACT RENEWAL03/04/2020$8,758
Name and Address
(A)
DRESNER GROUP

5950 SYMPHONE WOOD RD
COLUMBIA
MD
21044
Type or Classification
(B)
IT SERVICES
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,958
Total Non-Itemized Transactions with this Payee/Payer$18,222
Total of All Transactions with this Payee/Payer for This Schedule$24,180
IT SERVICE AGREEMENT 3 MONTHS06/24/2019$5,958
Name and Address
(A)
EBERTS & HARRISON INC

1604 RIDGESIDE DR SUITE 203
MOUNT AIRY
MD
21771
Type or Classification
(B)
INSURANCE BROKER
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$24,675
Total Non-Itemized Transactions with this Payee/Payer$2,856
Total of All Transactions with this Payee/Payer for This Schedule$27,531
WORKERS COMP INSURANCE PREMIUMS04/03/2019$9,557
UNION LIABILITY INSURANCE PREMIUM08/28/2019$15,118
Name and Address
(A)
KELLY PRESS

1701 CABIN BRANCH DR
CHEVERLY
MD
20785
Type or Classification
(B)
PRINTER
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,151
Total of All Transactions with this Payee/Payer for This Schedule$5,151
Name and Address
(A)
PRWRK

1100 VERMONT AVE NW STE 120
WASHINGTON
DC
20005
Type or Classification
(B)
PUBLIC RELATIONS CONSULTANT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$43,700
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$43,700
PUBLIC RELATIONS 08/19/2019$13,400
PUBLIC RELATIONS10/16/2019$10,200
PUBLIC RELATIONS03/24/2020$20,100
Name and Address
(A)
STRATEGIC ORGANIZING SYSTEMS

848 MADISON ST
ALBANY
CA
94706
Type or Classification
(B)
MEMBERSHIP MANAGEMENT SOFTWARE
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$14,300
Total of All Transactions with this Payee/Payer for This Schedule$14,300
Name and Address
(A)
THE BUREAU OF NATIONAL AFFAIRS
PO BOX 17009

BALTIMORE
MD
21297
Type or Classification
(B)
PUBLISHING COMPANY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,669
Total Non-Itemized Transactions with this Payee/Payer$297
Total of All Transactions with this Payee/Payer for This Schedule$13,966
SUBSCRIPTION DAILY LABOR REPORT04/03/2019$13,669
Name and Address
(A)
THOMSON-REUTERS WEST PUBLISHING
PO BOX 6292

CAROL STREAM
IL
60197-6292
Type or Classification
(B)
PUBLISHING COMPANY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,791
Total of All Transactions with this Payee/Payer for This Schedule$5,791
Name and Address
(A)
UNITED PARCEL SERVICE
PO BOX 809488

CHICAGO
IL
60680-9488
Type or Classification
(B)
SHIPPING SERVICES
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,850
Total of All Transactions with this Payee/Payer for This Schedule$5,850
Name and Address
(A)
VERIZON BUSINESS
PO BOX 15043

ALBANY
NY
12212-5043
Type or Classification
(B)
INTERNET SERVICE PROVIDER
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,971
Total of All Transactions with this Payee/Payer for This Schedule$8,971
Name and Address
(A)
VERIZON WIRELSS
PO BOX 25505

LEHIGH VALLEY
PA
18002-5505
Type or Classification
(B)
WIRELESS TELECOMMUNICATIONS SERVICES
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,841
Total of All Transactions with this Payee/Payer for This Schedule$10,841
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 000-069

Name and Address
(A)
BARR & CAMES

1025 CONNECTICUT AVE NW STE
WASHINGTON
DC
20036
Type or Classification
(B)
LEGAL SERVICES
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,167
Total of All Transactions with this Payee/Payer for This Schedule$9,167
Name and Address
(A)
CAESARS ENTERTAINMENT
PO BOX 96118

LAS VEGAS
NV
89193
Type or Classification
(B)
LODGING & HOSPITALITY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$39,838
Total Non-Itemized Transactions with this Payee/Payer$500
Total of All Transactions with this Payee/Payer for This Schedule$40,338
IFPTE EXECUTIVE COUNCIL MEETING06/21/2019$11,837
IFPTE LEADERSHIP TRAINING CONFERENCE09/12/2019$15,318
IFPTE EXECUTIVE COUNCIL MEETING12/10/2019$12,683
Name and Address
(A)
HALEY & ASSOCIATES LLC

5000 SUNNYSIDE AVE STE 300
BELTSVILLE
MD
20705
Type or Classification
(B)
CERTIFIED PUBLIC ACCOUNTANT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$40,199
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$40,199
ANNUAL AUDIT PROGRESS BILLING07/16/2019$11,687
ANNUAL AUDIT PROGRESS BILLING08/19/2019$7,250
ANNUAL AUDIT PROGRESS BILLING GOVT FILINGS09/12/2019$10,150
SPECIAL PURPOSE FINANCIAL STATEMENT09/19/2019$4,500
LOCAL UNION AUDIT/INVESTIGATION03/12/2020$6,612
Name and Address
(A)
HILTON NEW ORLEANS RIVERSIDE

TWO POYDRAS STREET
NEW ORLEANS
LA
70130
Type or Classification
(B)
LODGING, HOSPITALITY
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
DEPOSIT IFPTE CONVENTION 202106/21/2019$5,000
Name and Address
(A)
MATTHEW ERLE

77 WOODWARD DRIVE
SAUSALITO
CA
94965
Type or Classification
(B)
SUMMER INTERN
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
LEGAL INTERN ESC-IFPTE LOCAL 2006/21/2019$6,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 000-069

Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$619,819
HEALTH, PRESCRIPTION, DENTAL, VISION INSURANCEAFL-CIO HEALTH & WELFARE FUND$307,690
QUALIFIED TRANSPORTATION BENEFITSMETRO SMARTBENEFITS$3,430
FITNESS CENTER MEMBERSHIPCWA HEALTH & FITNESS CENTER$240
GROUP TRAVEL AD&D INSURANCEEBERTS & HARRISON INC$759
COMPUTER TRAINING PRYOR LEARNING SOLUTIONS$897
EMPLOYEE PARKINGSP+ PARKING CORPORATION$20,795
LIFE, AD&D, STD, LTD INSURANCETHE STANDARD INSURANCE COMPANY$25,169
EMPLOYEE PARKING IFPTE LOCAL 21$550
RETIREMENT BENEFITSDENISE J GILLIES$2,741
HEALTH, PRESCRIPTION, DENTAL, VISION INSURANCEGREAT WEST LIFE ASSURANCE COMPANY$34,139
CANADIAN EMPLOYEES RETIREMENT MULTI-SECTOR PENSION PLAN$36,902
EMPLOYER 401K CONTRIBUTIONSTHE PRINCIPAL$186,507
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 000-069


Question 16: IN AUGUST 2014, IFPTE SECURED A SEVEN (7) YEAR TERM LOANS THROUGH M&T BANK TO SATISFY OBILIGATIONS ASSOCIATED WITH THE WITHDRAWAL FROM THE NATIONAL INTEGRATED GROUP PENSION PLAN (NIGPP). IFPTE WAS REQUIRED TO SET UP AND MAINTAIN A SEPARATE INVESTMENN ACCOUNT IN THE AMOUNT OF $470,000 AS COLLATERAL FOR THE LOAN. THE LOAN WAS PAID OFF IN DECEMBER 2019.

Question 11(a):

Question 11(a): : : International Federation of Professional and Technical Engineers Legislative Education Action Program-Political Action Committee (IFPTE LEAP-PAC)FEC ID #C00164509. Reports are filed with the Federal Elections Committee as required.

Schedule 13, Row1:ALL ACTIVE DUES PAYING MEMBERS
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)