019-544 (LM2) 06/30/2020

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
019-544

2. PERIOD COVERED
From	07/01/2019
Through	06/30/2020

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 PLUMBERS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.) LOCAL UNION	6. DESIGNATION NBR 582
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name ANTHONY	Last Name NOVELLO
P.O Box - Building and Room Number
Number and Street 1916 W CHAPMAN AVENUE
City ORANGE
State CA	ZIP Code + 4 92868

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:

Jacqueline S Zweig

PRESIDENT

71. SIGNED:

Jacqueline S Zweig

TREASURER

Date:

Sep 30, 2020

Telephone Number:

949-335-6115

Date:

Sep 30, 2020

Telephone Number:

949-335-6115

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

ITEMS 10 THROUGH 21

FILE NUMBER: 019-544

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?	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?	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?	06/2022

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

1,043

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

Rates of Dues and Fees
Dues/Fees	Amount		Unit	Minimum	Maximum
(a) Regular Dues/Fees	0	per	month	15.00	94.00
(b) Working Dues/Fees	0	per	hour	1.35	1.85
(c) Initiation Fees	0	per	EA	100.00	200.00
(d) Transfer Fees	0	per	week	18.00	18.00
(e) Work Permits	0	per	N/A	N/A	N/A

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

STATEMENT A - ASSETS AND LIABILITIES

FILE NUMBER: 019-544

ASSETS

ASSETS	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
22. Cash		$1,966,482	$2,254,213
23. Accounts Receivable	1		$0
24. Loans Receivable	2
25. U.S. Treasury Securities		$0	$0
26. Investments	5
27. Fixed Assets	6	$3,177,630	$3,327,974
28. Other Assets	7	$12,558	$17,130
29. TOTAL ASSETS		$5,156,670	$5,599,317

LIABILITIES

LIABILITIES	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
30. Accounts Payable	8
31. Loans Payable	9
32. Mortgages Payable		$0	$0
33. Other Liabilities	10	$19,066	$23,269
34. TOTAL LIABILITIES		$19,066	$23,269

35. NET ASSETS

$5,137,604

$5,576,048

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

STATEMENT B - RECEIPTS AND DISBURSEMENTS

FILE NUMBER: 019-544

CASH RECEIPTS	SCH	AMOUNT
36. Dues and Agency Fees		$711,076
37. Per Capita Tax		$1,178,208
38. Fees, Fines, Assessments, Work Permits		$0
39. Sale of Supplies		$3,774
40. Interest		$26,812
41. Dividends		$0
42. Rents		$360,729
43. Sale of Investments and Fixed Assets	3	$0
44. Loans Obtained	9
45. Repayments of Loans Made	2
46. On Behalf of Affiliates for Transmittal to Them		$0
47. From Members for Disbursement on Their Behalf		$31,790
48. Other Receipts	14	$311,949
49. TOTAL RECEIPTS		$2,624,338

CASH DISBURSEMENTS		SCH	AMOUNT
50. Representational Activities		15	$513,873
51. Political Activities and Lobbying		16	$142,182
52. Contributions, Gifts, and Grants		17	$24,340
53. General Overhead		18	$232,560
54. Union Administration		19	$334,530
55. Benefits		20	$369,599
56. Per Capita Tax			$368,824
57. Strike Benefits			$0
58. Fees, Fines, Assessments, etc.			$0
59. Supplies for Resale			$0
60. Purchase of Investments and Fixed Assets		4	$316,672
61. Loans Made		2
62. Repayment of Loans Obtained		9
63. To Affiliates of Funds Collected on Their Behalf			$0
64. On Behalf of Individual Members			$33,876
65. Direct Taxes			$0

66. Subtotal			$2,336,456
67. Withholding Taxes and Payroll Deductions
67a. Total Withheld	$175,311
67b. Less Total Disbursed	$175,462
67c. Total Withheld But Not Disbursed			-$151
68. TOTAL DISBURSEMENTS			$2,336,607

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

SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE

FILE NUMBER: 019-544

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: 019-544

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A)

Loans
Outstanding at
Start of Period
(B)

Loans Made
During Period
(C)

Repayments Received During Period
Cash (D)(1)	Other Than Cash (D)(2)

Loans
Outstanding at
End of Period
(E)

Total of loans not listed above

Total of all lines above

Totals will be automatically entered in...

Item 24
Column (A)

Item 61

Item 45

Item 69
with Explanation

Item 24
Column (B)

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

SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 019-544

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: 019-544

Description (if land or buildings, give location) (A)	Cost (B)	Book Value (C)	Cash Paid (D)
Total of all lines above	$323,672	$323,672	$316,672
Elevator	$231,694	$231,694	$231,694
Asphalt & Concrete Repair	$15,686	$15,686	$15,686
2019 Truck	$38,146	$38,146	$34,646
2019 Truck	$38,146	$38,146	$34,646

		Less Reinvestments	$0
(The total from Net Purchases Line will be automatically entered in Item 60.)		Net Purchases	$316,672

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

SCHEDULE 5 - INVESTMENTS

FILE NUMBER: 019-544

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

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

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

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

SCHEDULE 6 - FIXED ASSETS

FILE NUMBER: 019-544

Description (A)	Cost or Other Basis (B)	Total Depreciation or Amount Expensed (C)	Book Value (D)	Value (E)
A. Land (give location)
Land 1 : 1916, 1918 W. Chapman Ave., Orange, CA	$382,200		$382,200	$382,200

B. Buildings (give location)
Building 1 : 1916, 1918 W. Chapman Ave., Orange, CA	$3,366,676	$489,694	$2,876,982	$2,876,982

C. Automobiles and Other Vehicles

$111,795

$43,003

$68,792

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))

$3,860,671

$532,697

$3,327,974

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

SCHEDULE 7 - OTHER ASSETS

FILE NUMBER: 019-544

Description (A)	Book Value (B)
Total (Total will be automatically entered in Item 28, Column(B))	$17,130
T-SHIRT INVENTORY ESTIMATED	$17,130

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

SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE

FILE NUMBER: 019-544

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: 019-544

Source of Loans Payable at Any Time During the Reporting Period (A)	Loans Owed at Start of Period (B)	Loans Obtained During Period (C)	Repayment During Period Cash (D)(1)	Repayment During Period Other Than Cash (D)(2)	Loans Owed at End of Period (E)
Total Loans Payable	$0	$0	$0	$0	$0
Totals will be automatically entered in...	Item 31 Column (C)	Item 44	Item 62	Item 69 with Explanation	Item 31 Column (D)

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

SCHEDULE 10 - OTHER LIABILITIES

FILE NUMBER: 019-544

Description (A)	Amount at End of Period (B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D))	$23,269
Security Deposits	$18,035
Payroll Liabilities	$5,234

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

SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS

FILE NUMBER: 019-544

(A)
Name

(B)
Title

(D)
Gross Salary
Disbursements
(before any
deductions)

(E)
Allowances
Disbursed

(F)
Disbursements for Official Business

(G)
Other
Disbursements not reported in
(D) through (F)

(H)
TOTAL

A
B
C

NOVELLO , ANTHONY
FINANCIAL SECRETARY/TREAS
C

$127,738

$1,453

$4,915

$134,106

Schedule 15
Representational Activities

35 %

Schedule 16
Political Activities and Lobbying

20 %

Schedule 17
Contributions

5 %

Schedule 18
General Overhead

35 %

Schedule 19
Administration

5 %

A
B
C

HILLBRECHT , HENRY
EXECUTIVE BOARD
C

$117,744

$780

$2,493

$121,017

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

5 %

Schedule 19
Administration

5 %

A
B
C

O'BRIEN , MICHAEL P
ELECTION COMMITTEE
N

$476

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

A
B
C

JAMES , ROBERT A
BUSINESS AGENT
C

$103,403

$539

$6,067

$110,009

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

5 %

Schedule 19
Administration

5 %

A
B
C

MEYER , TREVOR B
RECORDING SECRETARY
N

$900

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

A
B
C

THOMPSON , ROBERT N
ELECTION COMMITTEE
N

$1,203

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

A
B
C

MITCHELL , MICHAEL
ELECTION COMMITTEE
N

$952

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

A
B
C

NOVELLO , ADOLPH
ELECTION COMMITTEE
N

$276

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

A
B
C

PEREZ , LUIS A
POLITICAL DIRECTOR
N

$25,207

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

100 %

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

A
B
C

NICKERSON , DON
ELECTION COMMITTEE
N

$3,609

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

A
B
C

ANGON , RAY
BUSINESS AGENT
P

$638

$644

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

Total Officer Disbursements	$381,508	$0	$2,778	$14,113	$398,399
Less Deductions
Net Disbursements					$398,399

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

SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES

FILE NUMBER: 019-544

(A)
Name

(B)
Title

(D)
Gross Salary
Disbursements
(before any
deductions)

(E)
Allowances Disbursed

(F)
Disbursements for Official Business

(G)
Other Disbursements not reported in
(D) through (F)

(H)
TOTAL

A
B
C

GUTTIEREZ , BRANDY
SECRETARY
NONE

$17,907

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

100 %

A
B
C

VELA , JOHANNA
OFFICE MANAGER
NONE

$79,056

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

100 %

A
B
C

TUFFS-GRIFFITH , MICHELLE M
SECRETARY
NONE

$37,967

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

100 %

A
B
C

PENILLA , MIRIAM
TEMPORARY CLERK
NONE

$1,548

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

100 %

TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

Total Employee Disbursements	$136,478	$0	$0	$0	$136,478
Less Deductions
Net Disbursements					$136,478

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

SCHEDULE 13 - MEMBERSHIP STATUS

FILE NUMBER: 019-544

Category of Membership (A)	Number (B)	Voting Eligibility (C)
Members (Total of all lines above)	1,043
Agency Fee Payers*	33
Total Members/Fee Payers	1,076
*Agency Fee Payers are not considered members of the labor organization.
JOURNEYMEN PLUMBERS AND FITTERS	552	Yes
APPRENTICES	302	No
RETIREES	179	Yes
HELPERS	10	No

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

DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19

FILE NUMBER: 019-544

SCHEDULE 14 OTHER RECEIPTS
1. Named Payer Itemized Receipts	$278,953
2. Named Payer Non-itemized Receipts	$0
3. All Other Receipts	$32,996
4. Total Receipts	$311,949

SCHEDULE 17 CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements	$0
2. Named Payee Non-itemized Disbursements	$2,000
3. To Officers	$6,705
4. To Employees	$0
5. All Other Disbursements	$15,635
6. Total Disbursements	$24,340

SCHEDULE 15 REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements	$234,112
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$239,818
4. To Employees	$0
5. All Other Disbursements	$39,943
6. Total Disbursements	$513,873

SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee Itemized Disbursements	$41,164
2. Named Payee Non-itemized Disbursements	$132,908
3. To Officers	$58,488
4. To Employees	$0
5. All Other Disbursements
6. Total Disbursements	$232,560

SCHEDULE 16 POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements	$61,710
2. Named Payee Non-itemized Disbursements	$5,341
3. To Officers	$75,131
4. To Employees	$0
5. All Other Disbursements
6. Total Disbursements	$142,182

SCHEDULE 19 UNION ADMINISTRATION
1. Named Payee Itemized Disbursements	$0
2. Named Payee Non-itemized Disbursements	$5,739
3. To Officers	$18,256
4. To Employees	$136,478
5. All Other Disbursements	$174,057
6. Total Disbursements	$334,530

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

SCHEDULE 14 - OTHER RECEIPTS

FILE NUMBER: 019-544

Name and Address
(A)

DISTRICT COUNCIL 16

501 SHATTO PLACE
LOS ANGELES
CA
90020

Type or Classification
(B)

PIPE TRADES GOVERNING BODY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$102,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$102,000
ORGANIZING	07/24/2019	$8,000
SAME	08/15/2019	$8,000
SAME	09/23/2019	$8,000
SAME	10/17/2019	$8,000
SAME	11/22/2019	$8,000
SAME	12/20/2019	$8,000
SAME	01/20/2020	$8,000
SAME	02/24/2020	$8,000
SAME	03/13/2020	$8,000
SAME	04/14/2020	$8,000
SAME	05/14/2020	$8,000
SAME	06/16/2020	$8,000
EXPENSE REIMBURSEMENT	01/17/2020	$6,000

Name and Address
(A)

P.I.P.E.

501 SHATTO PLACE
LOS ANGELES
CA
90020

Type or Classification
(B)

LABOR MANAGEMENT COOPERATION COMMITTEE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$176,953
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$176,953
JAC REIMBURSEMENT	07/11/2019	$14,786
SAME	08/29/2019	$14,705
SAME	10/16/2019	$14,760
SAME	10/22/2019	$14,804
SAME	11/18/2019	$14,705
SAME	12/23/2019	$14,705
SAME	01/16/2020	$14,780
SAME	02/24/2020	$14,705
SAME	03/29/2020	$14,822
SAME	05/04/2020	$14,705
SAME	05/12/2020	$14,772
SAME	08/20/2019	$14,704

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

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES

FILE NUMBER: 019-544

Name and Address
(A)

DISTRICT COUNCIL 16

501 SHATTO PLACE
LOS ANGELES
CA
90020

Type or Classification
(B)

PIPE TRADES GOVERNING BODY FOR SOUTHERN CALIFORNIA

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$234,112
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$234,112
ORGANIZING EXPENSES	07/24/2019	$18,027
SAME	08/15/2019	$22,223
SAME	09/23/2019	$20,388
SAME	10/17/2019	$18,292
SAME	11/22/2019	$22,152
SAME	12/20/2019	$18,115
SAME	01/20/2020	$17,928
SAME	02/24/2020	$22,712
SAME	03/12/2020	$17,709
SAME	04/14/2020	$18,892
SAME	05/14/2020	$21,507
SAME	06/16/2020	$16,167

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

SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING

FILE NUMBER 019-544

Name and Address
(A)

LOCAL UNION 582 PAC

1916 W. CHAPMAN AVE
ORANGE
CA
92868

Type or Classification
(B)

PAC FUND

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$61,710
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$61,710
PAC FUNDING	07/19/2019	$6,034
SAME	08/16/2019	$5,876
SAME	09/23/2019	$6,267
SAME	10/21/2019	$6,431
SAME	11/19/2019	$6,183
SAME	12/18/2019	$6,716
SAME	01/15/2020	$5,732
SAME	02/19/2020	$6,112
SAME	03/16/2020	$5,652
SAME	04/13/2020	$5,672
SAME	06/03/2020	$1,035

Name and Address
(A)

OLSON HAGEL FISHBURN

555 CAPITAL MALL #1425
SACRAMENTO
CA
95812

Type or Classification
(B)

PAC REPORTING SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$3,027
Total of All Transactions with this Payee/Payer for This Schedule		$3,027

Name and Address
(A)

OLSON REMCHO, LLP

555 CAPITAL MALL #1425
SACRAMENTO
CA
95814

Type or Classification
(B)

PAC REPORTING SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$2,314
Total of All Transactions with this Payee/Payer for This Schedule		$2,314

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

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS

FILE NUMBER: 019-544

Name and Address
(A)

MESOTHELIOMA FOUNDATION

3011 TOWNSGATE RD #45
WESTLAKE VILLAGE
CA
91367

Type or Classification
(B)

DONATION RECIPIENT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$2,000
Total of All Transactions with this Payee/Payer for This Schedule		$2,000

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

SCHEDULE 18 - GENERAL OVERHEAD

FILE NUMBER: 019-544

Name and Address
(A)

A TO Z PRINTING

15510 RACKFIELD #8110
IRVINE
CA
92618

Type or Classification
(B)

PRINTING

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$1,798
Total of All Transactions with this Payee/Payer for This Schedule		$1,798

Name and Address
(A)

ATT
537104

ATLANTA
GA
30353

Type or Classification
(B)

UTILITY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$14,932
Total of All Transactions with this Payee/Payer for This Schedule		$14,932

Name and Address
(A)

BLOOM DESIGN LANDSCAPE
3242

SANTA ANA
CA
92703

Type or Classification
(B)

GROUNDS MAINTENANCE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$15,140
Total of All Transactions with this Payee/Payer for This Schedule		$15,140

Name and Address
(A)

CALVERT COMPANY

735 W. TAFT AVE
ORANGE
CA
92865

Type or Classification
(B)

SUPPLIES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$11,578
Total of All Transactions with this Payee/Payer for This Schedule		$11,578

Name and Address
(A)

CONTROL AIR

5200 E. LA PALMA
ANAHEIM
CA
92807

Type or Classification
(B)

HVAC CONTRACTOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$9,201
Total of All Transactions with this Payee/Payer for This Schedule		$9,201

Name and Address
(A)

COUNTY OF ORANGE

12 CIVIC CENTER DRIVE
SANTA ANA
CA
92702

Type or Classification
(B)

PROPERTY TAX

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$41,164
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$41,164
PROPERTY TAX	11/12/2019	$20,582
PROPERTY TAX	03/11/2020	$20,582

Name and Address
(A)

INNOVATIVE CLEANING

1340 REYNOLDS AVE #11
IRVINE
CA
92614

Type or Classification
(B)

JANITORIAL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$3,299
Total of All Transactions with this Payee/Payer for This Schedule		$3,299

Name and Address
(A)

JEFF DORE CPA

45299 MAC ARTHUR BLVD #211
NEWPORT BEACH
CA
92660

Type or Classification
(B)

ACCOUNTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$3,150
Total of All Transactions with this Payee/Payer for This Schedule		$3,150

Name and Address
(A)

JOE'S ELECTRICAL

16236 HONNINGTON ST
WHITTIER
CA
90603

Type or Classification
(B)

ELECTRICAL CONTRACTOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,796
Total of All Transactions with this Payee/Payer for This Schedule		$6,796

Name and Address
(A)

K&T NETCOM

3406 BARTLETT
ROSEMEAD
CA
91770

Type or Classification
(B)

IT PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$8,568
Total of All Transactions with this Payee/Payer for This Schedule		$8,568

Name and Address
(A)

SANDOVAL MEDIA

424 BAMBOO LANE
LOS ANGELES
CA
90012

Type or Classification
(B)

PRINT & WEB MEDIA PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$12,865
Total of All Transactions with this Payee/Payer for This Schedule		$12,865

Name and Address
(A)

SENECA INSURANCE

160 WATER STREET
NEW YORK
NY
10038

Type or Classification
(B)

INSURANCE PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$8,050
Total of All Transactions with this Payee/Payer for This Schedule		$8,050

Name and Address
(A)

SMART PROCEDURE

700 W. HILLSBORO BLVD
DEERFIELD BEACH
CA
33441

Type or Classification
(B)

DATA BASE INFORMATION PROVIDER

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

Name and Address
(A)

SO CAL EDISON
300

ROSEMEAD
CA
91772

Type or Classification
(B)

UTILITY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$17,816
Total of All Transactions with this Payee/Payer for This Schedule		$17,816

Name and Address
(A)

STATE FARM
44110

JACKSONVILLE
FL
32231

Type or Classification
(B)

INSURANCE PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,559
Total of All Transactions with this Payee/Payer for This Schedule		$6,559

Name and Address
(A)

UNITED STATES POST OFFICE

308 W, CHAPMAN AVE
ORANGE
CA
92856

Type or Classification
(B)

POST OFFICE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$1,906
Total of All Transactions with this Payee/Payer for This Schedule		$1,906

Name and Address
(A)

ZWEIG & ASSOCIATES, CPA'S LLP

4299 MACARTHUR BLVD #211
NEWPORT BEACH
CA
92660

Type or Classification
(B)

ACCOUNTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,250
Total of All Transactions with this Payee/Payer for This Schedule		$5,250

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

SCHEDULE 19 - UNION ADMINISTRATION

FILE NUMBER: 019-544

Name and Address
(A)

WELLS FARGO BANK
63020

SAN FRANCISCO
CA
94163

Type or Classification
(B)

FINANCIAL INSTITUTION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,739
Total of All Transactions with this Payee/Payer for This Schedule		$5,739

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

SCHEDULE 20 - BENEFITS

FILE NUMBER: 019-544

Description (A)	To Whom Paid (B)	Amount (C)
Total of all lines above (Total will be automatically entered in Item 55.)		$369,599
FRINGE BENEFITS	SO CAL PIPE TRADES ADMIN CORP	$43,207
FRINGE BENEFITS	OPEIU	$38,074
PENSION BENEFITS	SO CAL PIPE TRADES ADMIN CORP(NATIONAL FUND)	$32,873
PENSION BENEFITS	OPEIU	$21,631
PENSION BENEFITS	UA	$153,309
PENSION BENEFITS	SO CAL PIPE TRADES ADMIN CORP	$55,400
TRAINING	SO CAL PIPE TRADES ADMIN CORP	$13,986
RETIREE PENSION	SO CAL PIPE TRADES ADMIN CORP	$3,240
OTHER	SO CAL PIPE TRADES ADMIN CORP	$7,879

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

69. ADDITIONAL INFORMATION SUMMARY

FILE NUMBER: 019-544

Question 10:

Question 10: LOCAL UNION BURIAL DONATION FUND. 1916 W. CHAPMAN AVE ORANGE, CA. PURPOSE: UPON THE DEATH OF A MEMBER OR A MEMBER'S DEPENDENT, ASSESSMENTS ARE COLLECTED FROM THE MEMBERS AND PAID TO THE MEMBER OR THE MEMBER'S BENEFICIARY.

Question 11(a):

Question 11(a):

Question 11(a): PLUMBERS AND STEAMFITTERS LOCAL UNION 582 PAC. FILE NO 890770. REPORT TO THE REGISTRAR/RECORDER FOR THE CITY AND COUNTY OF SAN FRANCISCO, THE COUNTIES OF ORANGE AND LOS ANGELES AND THE CALIFORNIA SECRETARY OF STATE.

Question 15:

Question 15: Traded in two vehicles

Schedule 13, Row1:

Schedule 13, Row1:JOURNEYMEN PLUMBERS AND FITTERS ARE INDIVIDUALS WHO HAVE COMPLETED THEIR APPRENTICESHIP TRAINING. A JOURNEYMAN PAYS FULL DUES.

Schedule 13, Row1:

Schedule 13, Row1:::

Schedule 13, Row2:

Schedule 13, Row2:::APPRENTICES YES FULL DUES PAID

Schedule 13, Row2:

Schedule 13, Row2:::APPRENTICES ARE RESTRICTED FROM VOTING FOR THE FIRST THREE YEARS OF THEIR APPRENTICESHIP. 4TH AND 5TH YEAR APPRENTICES CAN VOTE

Schedule 13, Row3:

Schedule 13, Row3:RETIREES DO NOT PAY FULL DUES.

Schedule 13, Row3:

Schedule 13, Row3:::

Schedule 13, Row4:

Schedule 13, Row4:HELPERS ARE INDIVIDUALS WHO ASSIST APPRENTICE AND JOURNEYMAN PLUMBERS AND FITTERS AT JOB SITES. HELPERS DO NOT PAY FULL DUES.

Schedule 13, Row4:

Schedule 13, Row4:::HELPERS ARE RESTRICTED FROM VOTING.



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