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

This report is mandatory under P.L. 86-257, as amended.  Failure to comply may result in criminal prosecution, fines, or civil penalties as provided by 29 U.S.C. 439 or 440.
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.
For Official Use Only
1. FILE NUMBER
001-158
2. PERIOD COVERED
From07/01/2019
Through06/30/2020
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
TRANSIT UNION AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
LOCAL DIVISION
 6. DESIGNATION NBR
757
7. UNIT NAME (if any)

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

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


9. Are your organization's records kept at its mailing address?


Yes

Each of the undersigned, duly authorized officers of the above labor organization, declares, under penalty of perjury and other applicable penalties of law, that all of the information submitted in this report (including information contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned individual's knowledge and belief, true, correct and complete (See Section V on penalties in the instructions.)
70. SIGNED:Shirley A BlockPRESIDENT71. SIGNED:Mary A LongoriaTREASURER
Date:Oct 02, 2020Telephone Number:503-232-9144Date:Oct 02, 2020Telephone Number:503-232-9144
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 001-158
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?Yes
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$1,000,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?No
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?06/2021
20. How many members did the labor organization have at the end of the reporting period?5,682
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/FeesBy PropertyperMonth3.6475.38
(b) Working Dues/FeesN/AperN/AN/AN/A
(c) Initiation FeesBy PropertyperMonth75.00225.00
(d) Transfer FeesN/AperN/AN/AN/A
(e) Work PermitsN/AperN/AN/AN/A

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

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $1,938,193$2,313,864
23. Accounts Receivable1$0
24. Loans Receivable2
25. U.S. Treasury Securities $0$0
26. Investments5$105,890$111,193
27. Fixed Assets6$186,946$173,480
28. Other Assets7$395
29. TOTAL ASSETS $2,231,029$2,598,932

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8
31. Loans Payable9$7,464$292
32. Mortgages Payable $0$0
33. Other Liabilities10$43$0
34. TOTAL LIABILITIES $7,507$292
35. NET ASSETS$2,223,522$2,598,640
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 001-158

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $2,463,505
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $3,905
39. Sale of Supplies $0
40. Interest $8,572
41. Dividends $0
42. Rents $0
43. Sale of Investments and Fixed Assets3
44. Loans Obtained9$0
45. Repayments of Loans Made2
46. On Behalf of Affiliates for Transmittal to Them $996,212
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$60,418
49. TOTAL RECEIPTS $3,532,612
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$495,675
51. Political Activities and Lobbying16$13,391
52. Contributions, Gifts, and Grants17$7,250
53. General Overhead18$431,717
54. Union Administration19$898,150
55. Benefits20$294,588
56. Per Capita Tax $0
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$12,786
61. Loans Made2
62. Repayment of Loans Obtained9$7,172
63. To Affiliates of Funds Collected on Their Behalf $996,212
64. On Behalf of Individual Members $0
65. Direct Taxes $0
  
66. Subtotal $3,156,941
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$269,324  
  67b. Less Total Disbursed$269,324  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $3,156,941
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 001-158

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

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

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

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$12,786$11,040$12,786
Computers$12,786$11,040$12,786
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$12,786
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 001-158

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost$33,301
B. Total Book Value$111,193
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • Altria Group Inc
$7,850
  • Microsoft Corp
$40,702
  • Mondelez Intl Inc Com
$7,056
  • Philip Morris Intl Inc
$14,012
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)) $111,193
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 001-158

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      1801 NE Couch Street, Portalnd OR 97232-3054$52,534 $52,534$622,790
B. Buildings (give location)    
Building  1 :      1801 NE Couch Street, Portalnd OR 97232-3054$441,272$381,005$60,267$484,220
C. Automobiles and Other Vehicles$100,650$53,827$46,823$58,935
D. Office Furniture and Equipment$142,527$128,671$13,856$10,000
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $736,983$563,503$173,480$1,175,945
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 001-158

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $395
Prepaid Payroll Liability$395
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 001-158

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

Source of Loans Payable at Any
Time During the Reporting Period
(A) 		Loans Owed at
Start of Period
(B) 		Loans Obtained
During Period
(C) 		Repayment
During Period
Cash
(D)(1) 		Repayment
During Period
Other Than Cash
(D)(2) 		Loans Owed at
End of Period
(E)
Total Loans Payable$7,464$0$7,172$0$292
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
Bank of America Credit Cards - Net$7,464$0$7,172$0$292
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 001-158

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 001-158

(A)
Name		(B)
Title		(C)
Status		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances
Disbursed 		(F)
Disbursements for Official Business 		(G)
Other
Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Block ,  Shirley   A
President
C		$135,321$135,321
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		Hunt ,  Jonathan   J
Vice President
C		$132,501$132,501
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		20 %
A
B
C 		Longoria ,  Mary   A
Financial Secretary-Treas
C		$129,048$129,048
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		80 %
A
B
C 		Alexander ,  Khristopher  
Executive Board Officer
C		$12,143$12,143
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 		Appelhanz ,  James   B
Executive Board Officer
P		$5,126$5,126
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 		Bennett ,  James   F
Executive Board Officer
C		$25,250$25,250
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Bradley ,  William   J
Executive Board Officer
C		$14,841$14,841
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 		Burke ,  Mikel   S
Executive Board Officer
C		$10,052$10,052
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Casey ,  Frederick   A
Executive Board Officer
C		$12,867$12,867
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Forrester ,  Anthony   M
Executive Board Officer
C		$13,236$13,236
I
Schedule 15
Representational Activities 		30 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		70 %
A
B
C 		Francois ,  Michael  
Executive Board Officer
C		$13,908$13,908
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		80 %
A
B
C 		Hagey ,  Darin   K
Executive Board Officer
C		$12,082$12,082
I
Schedule 15
Representational Activities 		70 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		30 %
A
B
C 		Kinoshita ,  Kevin   K
Executive Board Officer
C		$16,917$16,917
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 		McCurry ,  Michael   W
Executive Board Officer
C		$13,916$13,916
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 		Montgomery ,  Kerry   J
Executive Board Officer
C		$17,435$17,435
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 		Ruffin III ,  Joe  
Executive Board Officer
C		$14,425$14,425
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		60 %
A
B
C 		Tompte ,  Anna   M
Executive Board Officer
C		$6,897$6,897
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 %
Total Officer Disbursements$585,965$0$0$0$585,965
Less Deductions     
Net Disbursements    $585,965
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 001-158

(A)
Name		(B)
Title		(C)
Other Payer		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances Disbursed 		(F)
Disbursements for Official Business 		(G)
Other Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Archie ,  Melissa   S
Executive Secretary
N/A		$75,505$75,505
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 		Bower ,  Danielle   E
Administrative Secretary
N/A		$68,231$68,231
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 		Collins ,  Denise   L
Administrative Secretary
N/A		$47,402$47,402
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 		Cordova ,  Krista   M
Labor Relations Coordinat
N/A		$86,989$86,989
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 		Duarte ,  Sherri   L
Administrative Secretary
N/A		$65,759$65,759
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 		Mota ,  Marijana  
Administrative Assistant
N/A		$48,688$48,688
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 		Richins ,  Ken   A
Administrative Assistant
N/A		$13,130$13,130
I
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$101,440$101,440
I Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		75 %
Total Employee Disbursements$507,144$0$0$0$507,144
Less Deductions     
Net Disbursements    $507,144
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 001-158

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 5,682 
Agency Fee Payers*1
Total Members/Fee Payers5,683 
*Agency Fee Payers are not considered members of the labor organization.
Active Members4,437Yes
Retired Members before 199310Yes
Retired Members after 19921,186Yes
50 year Retired Members before 199312Yes
50 year Retired Members after 199229Yes
50 year member Active1Yes
Military Leave of Absence7Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 001-158

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$38,809
2. Named Payer Non-itemized Receipts$9,134
3. All Other Receipts$12,475
4. Total Receipts$60,418
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$5,000
2. Named Payee Non-itemized Disbursements$2,250
3. To Officers$0
4. To Employees$0
5. All Other Disbursements
6. Total Disbursements$7,250
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$59,976
2. Named Payee Non-itemized Disbursements$20,155
3. To Officers$307,194
4. To Employees$25,360
5. All Other Disbursements$82,990
6. Total Disbursements$495,675
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$103,609
2. Named Payee Non-itemized Disbursements$133,109
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$194,999
6. Total Disbursements$431,717
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$13,391
4. To Employees$0
5. All Other Disbursements
6. Total Disbursements$13,391
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$18,340
2. Named Payee Non-itemized Disbursements$41,758
3. To Officers$265,382
4. To Employees$481,784
5. All Other Disbursements$90,886
6. Total Disbursements$898,150
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 001-158

Name and Address
(A)
Transit Exchange Program Fund

1800 SW 1st
Portland
OR
97201
Type or Classification
(B)
Travel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,227
Total Non-Itemized Transactions with this Payee/Payer$574
Total of All Transactions with this Payee/Payer for This Schedule$10,801
Reimburse for NW Conf, Itnl Conv, & AFLCIO Conv11/14/2019$10,227
Name and Address
(A)
Tri-Met Employee Rec Fund

1800 SW 1st Street
Portland
OR
97201
Type or Classification
(B)
Various
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$28,582
Total Non-Itemized Transactions with this Payee/Payer$8,560
Total of All Transactions with this Payee/Payer for This Schedule$37,142
Reimburse for 2019 Picnic09/10/2019$28,582
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 001-158

Name and Address
(A)
Albies & Stark

1 SW Columbia St Ste1850
Portland
OR
97204
Type or Classification
(B)
Attorney
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$59,976
Total Non-Itemized Transactions with this Payee/Payer$19,437
Total of All Transactions with this Payee/Payer for This Schedule$79,413
Representational Work03/10/2020$14,070
Representational Work04/09/2020$13,230
Representational Work12/11/2019$5,880
TM Mechanic Senority, 8th Camera Nego07/12/2019$5,712
Representational Work01/13/2020$5,565
TM Bargaining Session, Declaritory ruling for Barg09/10/2019$5,313
Negotiations11/11/2019$5,145
TM Mechanic Senority, 8th Camera Nego08/07/2019$5,061
Name and Address
(A)
Bennett, Hartman, Morris, & Kaplan, LLP

210 SW Morrison Ste 500
Portland
OR
97204
Type or Classification
(B)
Attorney
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$718
Total of All Transactions with this Payee/Payer for This Schedule$718
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 001-158

There was no data found for this schedule.

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 001-158

Name and Address
(A)
Retired Transit Employee's

1801 NE Couch St
Portland
OR
97232
Type or Classification
(B)
Charitable Contributions
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$2,250
Total of All Transactions with this Payee/Payer for This Schedule$7,250
Donation02/26/2020$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 001-158

Name and Address
(A)
Aaron Traxton, CPA

12725 SW 66th Ave
Tigard
OR
97223
Type or Classification
(B)
Accounting
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$27,138
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$27,138
Accounting/Audit Services08/21/2019$8,850
Accounting/Audit Services02/26/2020$13,062
Accounting/Audit Services05/15/2020$5,226
Name and Address
(A)
ATU International

10000 New Hampshire
Silver Springs
OR
20903
Type or Classification
(B)
Swag
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,326
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,326
Shirts/Hats06/30/2020$10,326
Name and Address
(A)
Budget Signs

2225 Industrial Drive
Madison
WI
53713
Type or Classification
(B)
Swag
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,042
Total of All Transactions with this Payee/Payer for This Schedule$5,042
Name and Address
(A)
Comcast Business
60533

City of Industry
CA
91716
Type or Classification
(B)
Utility - Internet & Phone Service
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)
Costco Wholesale


Portland
OR
97230
Type or Classification
(B)
Supplies
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$21,900
Total Non-Itemized Transactions with this Payee/Payer$4,800
Total of All Transactions with this Payee/Payer for This Schedule$26,700
Picnic Prizes07/17/2019$21,900
Name and Address
(A)
Herman Lindsey

16865 Boones Ferry Rd
Lake Oswego
OR
Type or Classification
(B)
Accounting
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,870
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,870
Accounting/Audit Services11/15/2019$5,870
Name and Address
(A)
Kroger Online Gift Cards Cash Star

6220 Stoneridge Mall Rd
Pleasanton
CA
94588
Type or Classification
(B)
Special Events
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,186
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$14,186
Yearly Meeting Gift Cards10/22/2019$7,056
Monthly Meeting Gift Cards11/13/2019$7,130
Name and Address
(A)
Liberty Mutual Insurance
91013

Chicago
IL
60680-1171
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,383
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$12,383
Insurance Premium09/16/2019$12,383
Name and Address
(A)
Marlin Business Bank
13604

Philadelphia
PA
19101
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$13,074
Total of All Transactions with this Payee/Payer for This Schedule$13,074
Name and Address
(A)
Northwest Labor Press
13150

Portland
OR
97213
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$48,962
Total of All Transactions with this Payee/Payer for This Schedule$48,962
Name and Address
(A)
Paris Hotel

3655 Las Vegas Blvd South
Las Vegas
NV
89109
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$15,917
Total of All Transactions with this Payee/Payer for This Schedule$15,917
Name and Address
(A)
Pitney Bowes Global Financial Svces, LLC
371887

Pittsburg
PA
15250
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$10,323
Total of All Transactions with this Payee/Payer for This Schedule$10,323
Name and Address
(A)
Progressive Telephone Systems
823271

Vancouver
WA
98682
Type or Classification
(B)
Repairs/Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,874
Total of All Transactions with this Payee/Payer for This Schedule$6,874
Name and Address
(A)
Solutions YES

8300 SW Hunziker St.
Portland
OR
97223
Type or Classification
(B)
Copier Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,987
Total of All Transactions with this Payee/Payer for This Schedule$8,987
Name and Address
(A)
The Frank Doolittle Company

11811 NE 1st Sutie A209
Bellevue
WA
98005
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$9,963
Total of All Transactions with this Payee/Payer for This Schedule$9,963
Name and Address
(A)
Wheatland Insurance

312 E 3rd St.
The Dalles
OR
97058
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,806
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$11,806
Insurance Premium11/11/2019$11,806
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 001-158

Name and Address
(A)
BNA
419889

Boston
MA
02241-9889
Type or Classification
(B)
Legal & Professional
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,301
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$13,301
Legal Representaion07/23/2019$6,552
Legal Respresentation05/05/2020$6,749
Name and Address
(A)
DaVinci Digital, LLC

935 SE Hawthorne Blvd.
Portland
OR
97214
Type or Classification
(B)
Tech Support
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,039
Total Non-Itemized Transactions with this Payee/Payer$36,445
Total of All Transactions with this Payee/Payer for This Schedule$41,484
Tech Support11/11/2019$5,039
Name and Address
(A)
Homewood Suites

1011 Pike Street
Seattle
WA
98101
Type or Classification
(B)
Travel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,313
Total of All Transactions with this Payee/Payer for This Schedule$5,313
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 001-158

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$294,588
Health & Dental InsuranceTri-Met$247,915
Health & Dental InsuranceStandard Insurance Company$16,420
Pension ContributionAmerican Funds Service Company$22,069
Reimberse Benefits Cost for Detailed MembersTo Members' Employers$8,184
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 001-158


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

Question 11(a):

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

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

Schedule 9, Row1:

Schedule 9, Row1:

Schedule 13, Row3:

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

Schedule 13, Row3:

Schedule 13, Row3:

Schedule 13, Row4:

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

Schedule 13, Row4:

Schedule 13, Row4:

Schedule 13, Row5:

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

Schedule 13, Row1:

Schedule 13, Row1::Active members currently working for an employer that the Union represents. These members would be paying full dues per the LU's Bylaws. These members vote for the Full Time Officers, the Executive Board Officers, and the Liaison Officers from their property,

Schedule 13, Row1:

Schedule 13, Row1::

Schedule 13, Row2:

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

Schedule 13, Row2:

Schedule 13, Row2:

Schedule 13, Row5:

Schedule 13, Row5:

Schedule 13, Row6:

Schedule 13, Row6:Fifty year member who is currently working and does not pay dues. These members vote on the full time officers, executive board officer and the liaison officers from their property,

Schedule 13, Row6:

Schedule 13, Row6:

Schedule 13, Row7:

Schedule 13, Row7:Military Leave of Absence. These members are on LOA to serve in the armed forces and do not pay dues. These members vote on the full time officers, executive board officer and the liaison officers from their property,

Schedule 13, Row7:

Schedule 13, Row7:
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)