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
545-290
2. PERIOD COVERED
From10/01/2020
Through12/31/2020
3. (a) AMENDED - Is this an amended report:
Yes
(b) HARDSHIP - Filed under the hardship procedures:
No
(c) TERMINAL - This is a terminal report:No
4. AFFILIATION OR ORGANIZATION NAME
LABORERS
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
 6. DESIGNATION NBR
737
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name
ZACKARY
 Last Name
CULVER
P.O Box - Building and Room Number
STE. 202
Number and Street
17230 NE SACRAMENTO ST.
City
PORTLAND
State
OR		 ZIP Code + 4
97230


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:Matthew R JensenPRESIDENT71. SIGNED:Zackary G CulverTREASURER
Date:Mar 16, 2021Telephone Number:503-758-9303Date:Mar 17, 2021Telephone Number:541-801-2211
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 545-290
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?$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?06/2023
20. How many members did the labor organization have at the end of the reporting period?2,815
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/FeesSee Min/MaxperMonth$8.00$56.00
(b) Working Dues/FeesSee Min/MaxperHour$0.55$2.14
(c) Initiation FeesSee Min/MaxperOne Time$150$300
(d) Transfer FeesN/Aper
(e) Work PermitsSee Min/MaxperMonth$38$38

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 545-290

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $3,125,065$3,340,921
23. Accounts Receivable1$750,565$637,771
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $0$0
26. Investments5$2,286,052$2,390,767
27. Fixed Assets6$484,872$456,405
28. Other Assets7$10,163$26,630
29. TOTAL ASSETS $6,656,717$6,852,494

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$6,214$17,631
31. Loans Payable9$0
32. Mortgages Payable $0$0
33. Other Liabilities10$79,716$35,536
34. TOTAL LIABILITIES $85,930$53,167
35. NET ASSETS$6,570,787$6,799,327
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 545-290

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $1,403,372
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $55,186
39. Sale of Supplies $0
40. Interest $46,099
41. Dividends $0
42. Rents $0
43. Sale of Investments and Fixed Assets3$1,034,072
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 $0
48. Other Receipts14$2,515
49. TOTAL RECEIPTS $2,541,244
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$345,969
51. Political Activities and Lobbying16$52,132
52. Contributions, Gifts, and Grants17$7,597
53. General Overhead18$269,752
54. Union Administration19$40,323
55. Benefits20$273,853
56. Per Capita Tax $227,923
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$1,069,719
61. Loans Made2$0
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $0
65. Direct Taxes $49,458
  
66. Subtotal $2,336,726
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$164,815  
  67b. Less Total Disbursed$153,477  
  67c. Total Withheld But Not Disbursed $11,338
68. TOTAL DISBURSEMENTS $2,325,388
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 545-290

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$637,771   
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $637,771$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 545-290

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: 545-290

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$989,063$989,063$1,069,681$1,069,681
Mutual Funds$989,063$989,063$1,069,681$1,069,681
Less Reinvestments$35,609
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$1,034,072
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 545-290

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$1,105,328$1,105,328$1,105,328
Mutual Funds$1,093,778$1,093,778$1,093,778
Furniture and Equipment$11,550$11,550$11,550
 Less Reinvestments$35,609
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$1,069,719
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 545-290

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost$2,390,767
B. Total Book Value$2,390,767
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • Invesco Developing Markets Fund
$124,584
  • American Bond Fund of America CL F2
$200,264
  • Columbia Strategic Income Fund CL I2
$138,557
  • Dodge & Cox Income
$161,872
  • Metropolitan West Total Return Class I
$187,615
  • PGIM High Yield Cl Z
$127,248
  • PGIM Short-Term Corp Bond Cl Z
$157,137
  • Western Asset Core Plus Bond Fund Instl
$197,660
  • Vanguard Index Funds S&P 500 ETF USD
$209,434
  • Vanguard Mid-Cap Index Fund
$137,784
  • Vanguard Small-Cap Index Fund
$142,573
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)) $2,390,767
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 545-290

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$483,514$195,284$288,230$288,230
D. Office Furniture and Equipment$68,305$49,150$19,155$19,155
E. Other Fixed Assets$316,050$167,030$149,020$149,020
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $867,869$411,464$456,405$456,405
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 545-290

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $26,630
Security Deposits$10,163
Prepaid Rent$16,467
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 545-290

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$17,631$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $17,631$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 545-290

Source of Loans Payable at Any
Time During the Reporting Period
(A) 		Loans Owed at
Start of Period
(B) 		Loans Obtained
During Period
(C) 		Repayment
During Period
Cash
(D)(1) 		Repayment
During Period
Other Than Cash
(D)(2) 		Loans Owed at
End of Period
(E)
Total Loans Payable$0$0$0$0$0
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 545-290

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $35,536
Payroll Withholdings$11,337
Vacation Accrual$24,199
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 545-290

(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 		BROWNING ,  EARL  
AUDITOR
C		$500$0$0$0$500
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		CULVER ,  ZACKARY   G
BUSINESS MANAGER
C		$40,570$0$1,122$0$41,692
I
Schedule 15
Representational Activities 		70 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		20 %
A
B
C 		HANNER ,  JOHN  
AUDITOR
C		$26,832$0$1,696$0$28,528
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		5 %
A
B
C 		JENSEN ,  MATTHEW   R
PRESIDENT
C		$26,782$0$805$0$27,587
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		5 %
A
B
C 		OHMIE ,  RICHARD   A
SGT AT ARMS
C		$26,708$0$324$0$27,032
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		10 %
A
B
C 		ARANDA ,  DAGOBERTO  
ASST. BUS. MANAG/V. PRES.
C		$35,022$0$1,186$0$36,208
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		10 %
A
B
C 		GUETZLOE-PARKER ,  JODI   L
RECORDING SECRETARY
C		$29,475$0$257$0$29,732
I
Schedule 15
Representational Activities 		30 % Schedule 16
Political Activities and Lobbying 		70 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		CORTEZ ,  SALVADOR  
EXECUTIVE BOARD
C		$26,708$0$1,239$0$27,947
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		10 %
A
B
C 		TURNER ,  JANI   L
AUDITOR
C		$500$0$0$0$500
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		SUTHERLAND ,  JOHN   T
EXECUTIVE BOARD
C		$26,782$0$421$0$27,203
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		10 %
A
B
C 		WORMLEY ,  SHELDON   L
EXECUTIVE BOARD
C		$26,782$0$1,444$0$28,226
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		10 %
Total Officer Disbursements$266,661$0$8,494$0$275,155
Less Deductions    $87,766
Net Disbursements    $187,389
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 545-290

(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 		CALDERON ,  MARIO  
FIELD REPRESENTATIVE
NONE		$26,332$0$1,199$0$27,531
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		CHAMBERLIN ,  LARRY  
FIELD REPRESENTATIVE
NONE		$26,332$0$591$0$26,923
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		DAVIDSON ,  BRIAN  
FIELD REPRESENTATIVE
NONE		$26,332$0$1,372$0$27,704
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		GONZALEZ ,  GLORIA   E
DISPATCHER
NONE		$20,074$0$0$0$20,074
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		25 % Schedule 19
Administration 		0 %
A
B
C 		WING ,  LYRIC   I
EXECUTIVE ASSISTANT
NONE		$22,739$0$0$0$22,739
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		LANE ,  MICHELLE   M
MEMBER SERVICE
NONE		$11,882$0$0$0$11,882
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		PONCE MOTANO ,  DIANA  
MEMBER SERVICE
NONE		$16,929$0$0$0$16,929
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		BANUELOS BOLANES ,  ANJANET   M
FIELD REPRESENTATIVE
NONE		$26,332$0$204$0$26,536
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		COE ,  DAVID  
FIELD REPRESENTATIVE
NONE		$26,332$0$158$0$26,490
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		GARZA ,  DANIELLE   M
LEGISLATIVE ASSISTANT
NONE		$24,936$0$59$0$24,995
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		60 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$0
I Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
Total Employee Disbursements$228,220$0$3,583$0$231,803
Less Deductions    $77,048
Net Disbursements    $154,755
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 545-290

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 2,815 
Agency Fee Payers*0
Total Members/Fee Payers2,815 
*Agency Fee Payers are not considered members of the labor organization.
Construction workers1,993Yes
Public works364Yes
Shipyard166Yes
Retirees / Gold Members292Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 545-290

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$0
2. Named Payer Non-itemized Receipts$0
3. All Other Receipts$2,515
4. Total Receipts$2,515
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$7,597
6. Total Disbursements$7,597
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$205,900
4. To Employees$133,201
5. All Other Disbursements$6,868
6. Total Disbursements$345,969
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$132,856
2. Named Payee Non-itemized Disbursements$26,993
3. To Officers$18,831
4. To Employees$56,569
5. All Other Disbursements$34,503
6. Total Disbursements$269,752
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$23,617
4. To Employees$28,515
5. All Other Disbursements$0
6. Total Disbursements$52,132
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$26,805
4. To Employees$13,518
5. All Other Disbursements$0
6. Total Disbursements$40,323
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 545-290

Name and Address
(A)




-1
Type or Classification
(B)
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 545-290

Name and Address
(A)




-1
Type or Classification
(B)
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 545-290

Name and Address
(A)




-1
Type or Classification
(B)
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 545-290

Name and Address
(A)




-1
Type or Classification
(B)
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 545-290

Name and Address
(A)
Hollywood Impress Printing

4717 SE Division St
Portland
OR
97206
Type or Classification
(B)
Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,725
Total Non-Itemized Transactions with this Payee/Payer$1,745
Total of All Transactions with this Payee/Payer for This Schedule$7,470
Printing and copying12/17/2020$5,725
Name and Address
(A)
Lindquist LLP
Suite 400
5000 Executive Pkwy
San Ramon
CA
94583
Type or Classification
(B)
Certified Public Accountant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,500
Total Non-Itemized Transactions with this Payee/Payer$4,000
Total of All Transactions with this Payee/Payer for This Schedule$16,500
Audit and accounting services12/07/2020$12,500
Name and Address
(A)
Northwest Labor Press
13150

Portland
OR
97213
Type or Classification
(B)
Union Newspaper
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,229
Total of All Transactions with this Payee/Payer for This Schedule$6,229
Name and Address
(A)
OSI Laborers-Emply Training Trust

17242 NE Sacramento St
Portland
OR
97230
Type or Classification
(B)
Training Center
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$49,401
Total Non-Itemized Transactions with this Payee/Payer$5,140
Total of All Transactions with this Payee/Payer for This Schedule$54,541
November 2020 Rent10/26/2020$16,467
December 2020 Rent11/30/2020$16,467
January 2021 Rent12/28/2020$16,467
Name and Address
(A)
The Hartford
660916

Dallas
TX
75266-0916
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,219
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$9,219
Insurance10/08/2020$9,219
Name and Address
(A)
Union Insurance Group
Suite 310
303 W Erie St
Chicago
IL
60654
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$56,011
Total Non-Itemized Transactions with this Payee/Payer$9,879
Total of All Transactions with this Payee/Payer for This Schedule$65,890
Union Liability Insurance10/19/2020$56,011
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 545-290

Name and Address
(A)




-1
Type or Classification
(B)
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 545-290

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$273,853
Pension Oregon Laborers Defined Benefit Pension Trust$77,740
PensionLiUNA Staff & Affiliates Pension Fund$117,366
HealthOregon Laborers Health & Welfare Trust$68,100
TrainingOregon Laborers Training Trust Fund$10,647
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 545-290
Prefill Date Explanation:The Local was released from Trusteeship effective September 30, 2020 and has previously filed an LM-2 for the period January 1, 2020 through September 30, 2020. The Local has a fiscal year end of December 31, 2020. The LM-2 covers a period of October 1, 2020 through December 31, 2020.

Question 10: Oregon Laborers Health and Welfare Trust Fund 12029 NE Glenn Widing, Drive, Portland, OR 97208 Purpose: Health Benefit Trust ERISA file number: 93-6024141 Plan:501 Oregon Laborers Defined Benefit Pension Trust Fund 12029 NE Glenn Widing, Drive, Portland, OR 97208 Purpose: Retirement Benefit Trust ERISA file number: 93-6075363 Plan:001 Oregon Laborers-Employers Defined Contribution and 401(k) Plan 12029 NE Glenn Widing, Drive, Portland, OR 97208 Purpose: Retirement Benefit Trust ERISA file number: 27-6434385 Plan:001

Question 11(a):

Question 11(a): : LiUNA Local 737 Political Action reports are filed with the Oregon Secretary of State, the Department of Treasury - Internal Revenue Service, as required, and the PAC activity is not included in this LM-2 filing. The PAC's employer identification number is 84-3599153 and ID number is 20502.

Question 12: An audit was performed for the calendar year 2020 by outside CPA firm Lindquist LLP. The reporting period of the LM-2 is from October 1, 2020 through December 31, 2020. An LM-2 was previously filed for the period of January 1, 2020 through September 30, 2020, when the local was released from trusteeship.

Question 15: Depreciation Expense Furniture and Equipment:$2,092 Automobiles:$30,024 Amortization Expense Leasehold improvements: $7,901

Statement A,

Cash Begin Total: The Local was released from Trusteeship effective September 30, 2020. The Local has previously filed an LM-2 for the period of January 1, 2020 through September 30, 2020. The ending cash balance at September 30, 2020 agrees with the beginning cash balance on October 1, 2020 shown on this Form LM-2.

Statement A,

Accounts Receivable Begin Total: The Local was released from Trusteeship effective September 30, 2020. The Local has previously filed an LM-2 for the period of January 1, 2020 through September 30, 2020. The ending accounts receivable at September 30, 2020 agrees with the beginning accounts receivable balance on October 1, 2020 shown on this Form LM-2.

Statement A,Investments Begin Total: The Local was released from Trusteeship effective September 30, 2020. The Local has previously filed an LM-2 for the period of January 1, 2020 through September 30, 2020. The ending investment balance at September 30, 2020 agrees with the beginning investment balance on October 1, 2020 shown on this Form LM-2.

Statement A,Fixed Assets Value Begin Total: The Local was released from Trusteeship effective September 30, 2020. The Local has previously filed an LM-2 for the period of January 1, 2020 through September 30, 2020. The ending fixed assets account balance at September 30, 2020 agrees with the beginning fixed assets account balance on October 1, 2020 shown on this Form LM-2.

Statement A,

Accounts Payable Begin Total: The Local was released from Trusteeship effective September 30, 2020. The Local has previously filed an LM-2 for the period of January 1, 2020 through September 30, 2020. The ending accounts payable balance at September 30, 2020 agrees with the beginning accounts payable balance on October 1, 2020 shown on this Form LM-2.

Statement A,Other Liabilities Amount Begin Total: The Local was released from Trusteeship effective September 30, 2020. The Local has previously filed an LM-2 for the period of January 1, 2020 through September 30, 2020. The ending other liabilities balance at September 30, 2020 agrees with the beginning other liabilities balancce on October 1, 2020 shown on this Form LM-2.

Schedule 13, Row3:Shipyard employees pay full dues.

Schedule 13, Row3:::

Schedule 13, Row1:Construction workers pay full dues.

Schedule 13, Row1:::

Schedule 13, Row2:Public employees pay full dues.

Schedule 13, Row2:::

Schedule 13, Row4:Retired and Gold members do not pay dues.

Schedule 13, Row4:::

General Information:

Schedule 6: THE FAIR MARKET VALUE FOR THE FIXED ASSETS OF THE LOCAL IS NOT READILY AVAILABLE FOR DISCLOSURE AT SCHEDULE 6. THE FAIR MARKET VALUE WAS ESTIMATED BASED ON THE BOOK VALUE OF THE ASSETS.

Schedule 11: John Hanner was appointed as Auditor by the Executive Board.

Schedules 11 and 12: IT IS NOT PRACTICAL TO MAKE PRECISE DISTRIBUTIONS OF AUTOMOBILE OPERATING EXPENSES NOT PAID DIRECTLY TO EMPLOYEES AND INCLUDED IN COLUMNS (F) AND (G). HOWEVER, AN ALLOCATION OF SUCH EXPENSES HAS BEEN MADE IN ACCORDANCE WITH IRS REPORTING RULES. IF UNION OWNED/LEASED AUTOMOBILES WERE USED 50% OR LESS FOR BUSINESS PURPOSES BY IRS REPORTING STANDARDS, THE REMAINDER IS TREATED AS IF IT WERE PERSONAL USE AND REPORTED IN COLUMN (G). IRS STANDARDS SHOULD NOT NECESSARILY BE CONSIDERED AS THE ACTUAL BUSINESS USE OF AN AUTOMOBILE.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)