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
068-272
2.
PERIOD COVERED
From
01/01/2020
Through
12/31/2020
3.
(a) AMENDED - Is this an amended report:
No
(b) HARDSHIP - Filed under the hardship procedures:
No
(c) TERMINAL - This
is a terminal report:
No
4. AFFILIATION OR ORGANIZATION NAME
LABORERS
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
6. DESIGNATION NBR
1239
7. UNIT NAME (if any)
8. MAILING ADDRESS (Type or print in capital
letters)
First Name
IAN
Last Name
GORDON
P.O Box - Building and Room Number
Number and Street
2800 FIRST AVE. ROOM #301
City
SEATTLE
State
WA
ZIP Code + 4
98121
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:
Terry Masterjohn
PRESIDENT
71. SIGNED:
Ian W Gordon
TREASURER
Date:
Mar 25, 2021
Telephone
Number:
206-443-1239
Date:
Mar 25, 2021
Telephone
Number:
206-443-1239
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21
FILE NUMBER:
068-272
10. During the reporting period did the labor
organization create or participate in the administration of
a trust or a fund or organization, as defined in the
instructions, which provides benefits for members or
beneficiaries?
No
11(a). During the reporting period did the
labor organization have a political action committee (PAC)
fund?
Yes
11(b). During the reporting period did the
labor organization have a subsidiary organization as
defined in Section X of these Instructions?
No
12. During the reporting period did the labor
organization have an audit or review of its books and
records by an outside accountant or by a parent body
auditor/representative?
Yes
13. During the reporting period did the labor
organization discover any loss or shortage of funds or
other assets? (Answer "Yes" even if there has
been repayment or recovery.)
No
14. What is the maximum amount recoverable
under the labor organization's fidelity bond for a
loss caused by any officer, employee or agent of the labor
organization who handled union funds?
$190,000
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?
1,120
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
1.2% of gross
per
month
15.00 per pay period
30.00 per pay period
(b) Working Dues/Fees
none
per
none
none
none
(c) Initiation Fees
150.00 - 250.00
per
once
150.00
250.00
(d) Transfer Fees
none
per
none
none
none
(e) Work Permits
none
per
none
none
none
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS
AND LIABILITIES
FILE NUMBER:
068-272
ASSETS
ASSETS
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash
$579,157
$523,951
23. Accounts Receivable
1
$0
24. Loans Receivable
2
25. U.S. Treasury
Securities
$0
$0
26. Investments
5
$47,131
$48,896
27. Fixed Assets
6
$18,610
$11,273
28. Other Assets
7
29.
TOTAL ASSETS
$644,898
$584,120
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
$180
$2,158
34. TOTAL
LIABILITIES
$180
$2,158
35. NET
ASSETS
$644,718
$581,962
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B -
RECEIPTS AND DISBURSEMENTS
FILE NUMBER:
068-272
CASH
RECEIPTS
SCH
AMOUNT
36. Dues and Agency Fees
$704,862
37. Per Capita Tax
$0
38. Fees, Fines,
Assessments, Work Permits
$46,002
39. Sale of Supplies
$0
40. Interest
$0
41. Dividends
$1,695
42. Rents
$0
43. Sale of Investments
and Fixed Assets
3
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
$0
48. Other Receipts
14
$2,268
49. TOTAL RECEIPTS
$754,827
CASH DISBURSEMENTS
SCH
AMOUNT
50.
Representational Activities
15
$247,317
51.
Political Activities and Lobbying
16
$24,647
52.
Contributions, Gifts, and Grants
17
$614
53. General
Overhead
18
$151,558
54. Union
Administration
19
$18,963
55. Benefits
20
$157,464
56. Per
Capita Tax
$175,963
57. Strike
Benefits
$0
58. Fees,
Fines, Assessments, etc.
$0
59. Supplies
for Resale
$0
60. Purchase
of Investments and Fixed Assets
4
$4,188
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
$0
65. Direct
Taxes
$31,297
66. Subtotal
$812,011
67.
Withholding Taxes and Payroll Deductions
67a. Total
Withheld
$93,185
67b. Less Total
Disbursed
$91,207
67c.
Total Withheld But Not Disbursed
$1,978
68.
TOTAL DISBURSEMENTS
$810,033
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS
RECEIVABLE AGING SCHEDULE
FILE NUMBER:
068-272
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:
068-272
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 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:
068-272
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:
068-272
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total
of all lines above
$4,188
$4,148
$4,188
Laptop
$2,423
$2,383
$2,423
Mutual funds
$1,765
$1,765
$1,765
Less Reinvestments
$0
(The
total from Net Purchases Line will be automatically
entered in Item 60.)
Net Purchases
$4,188
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 -
INVESTMENTS
FILE NUMBER:
068-272
Description
(A)
Amount
(B)
Marketable Securities
A. Total Cost
$48,896
B. Total Book Value
$48,896
C. List each
marketable security which has a book value over $5,000
and exceeds 5% of Line B.
American CAP Inc Builder A mutual funds
$48,896
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))
$48,896
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED
ASSETS
FILE NUMBER:
068-272
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
$34,089
$30,900
$3,189
$3,189
D. Office
Furniture
and Equipment
$46,900
$38,816
$8,084
$8,084
E.
Other Fixed Assets
F. Totals of Lines A through E
(Column(D) Total will be automatically entered in Item
27, Column(B))
$80,989
$69,716
$11,273
$11,273
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER
ASSETS
FILE NUMBER:
068-272
Description
(A)
Book Value
(B)
Total
(Total will be automatically entered in Item 28, Column(B))
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS
PAYABLE AGING SCHEDULE
FILE NUMBER:
068-272
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:
068-272
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:
068-272
Description
(A)
Amount at End of Period
(B)
Total Other Liabilities
(Total will be automatically entered in Item 33, Column(D))
$2,158
Payroll deductions withheld
$2,158
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL
OFFICERS AND DISBURSEMENTS TO OFFICERS
FILE NUMBER:
068-272
(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
Gordon
,
Ian
Business manager C
$120,510
$0
$0
$780
$121,290
I
Schedule 15
Representational Activities
77
%
Schedule 16
Political Activities and Lobbying
14
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
7
%
Schedule 19
Administration
2
%
A
B
C
Jeffers
,
Joesph
Recording secretary P
$41,101
$0
$0
$0
$41,101
I
Schedule 15
Representational Activities
73
%
Schedule 16
Political Activities and Lobbying
3
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
19
%
Schedule 19
Administration
5
%
A
B
C
Masterjohn
,
Terry
President C
$0
$0
$1,080
$0
$1,080
I
Schedule 15
Representational Activities
53
%
Schedule 16
Political Activities and Lobbying
3
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
42
%
Schedule 19
Administration
2
%
A
B
C
Meadows
,
Angela
Vice president C
$0
$0
$780
$0
$780
I
Schedule 15
Representational Activities
53
%
Schedule 16
Political Activities and Lobbying
3
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
42
%
Schedule 19
Administration
2
%
A
B
C
Boling
,
Robert
Executive board C
$0
$0
$660
$0
$660
I
Schedule 15
Representational Activities
53
%
Schedule 16
Political Activities and Lobbying
3
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
42
%
Schedule 19
Administration
2
%
A
B
C
Brenner
,
Danielle
Executive board C
$0
$0
$660
$0
$660
I
Schedule 15
Representational Activities
53
%
Schedule 16
Political Activities and Lobbying
3
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
42
%
Schedule 19
Administration
2
%
A
B
C
Tisdal
,
Gary
Executive board C
$0
$0
$660
$0
$660
I
Schedule 15
Representational Activities
53
%
Schedule 16
Political Activities and Lobbying
3
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
42
%
Schedule 19
Administration
2
%
A
B
C
Robinson
,
Frank
Sergent at arms C
$0
$0
$405
$0
$405
I
Schedule 15
Representational Activities
53
%
Schedule 16
Political Activities and Lobbying
3
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
42
%
Schedule 19
Administration
2
%
A
B
C
Wilkens
,
Kathy
M Recording secretary N
$96,181
$0
$42
$780
$97,003
I
Schedule 15
Representational Activities
73
%
Schedule 16
Political Activities and Lobbying
3
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
19
%
Schedule 19
Administration
5
%
Total Officer
Disbursements
$257,792
$0
$4,287
$1,560
$263,639
Less Deductions
$70,500
Net
Disbursements
$193,139
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 -
DISBURSEMENTS TO EMPLOYEES
FILE NUMBER:
068-272
(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
Hybridge
,
Lisa
M Office manager None
$88,011
$0
$0
$0
$88,011
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
%
TOTALS RECEIVED
BY EMPLOYEES MAKING $10,000 OR LESS
$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
Total
Employee Disbursements
$88,011
$0
$0
$0
$88,011
Less
Deductions
$22,685
Net Disbursements
$65,326
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 -
MEMBERSHIP STATUS
FILE NUMBER:
068-272
Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members
(Total of all lines above)
1,120
Agency Fee Payers*
0
Total Members/Fee Payers
1,120
*Agency Fee Payers are
not considered members of the labor organization.
Regular members
952
Yes
Temporary members
168
No
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE
- SCHEDULES 14 THROUGH 19
FILE NUMBER:
068-272
SCHEDULE 14 OTHER RECEIPTS
1. Named Payer
Itemized Receipts
$0
2. Named Payer
Non-itemized Receipts
$0
3. All Other Receipts
$2,268
4. Total
Receipts
$2,268
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
$614
6. Total
Disbursements
$614
SCHEDULE 15 REPRESENTATIONAL
ACTIVITIES
1. Named Payee
Itemized Disbursements
$5,673
2. Named Payee
Non-itemized Disbursements
$25,231
3. To Officers
$196,459
4. To Employees
$0
5. All Other
Disbursements
$19,954
6. Total
Disbursements
$247,317
SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$17,478
3. To Officers
$36,513
4. To Employees
$88,011
5. All Other
Disbursements
$9,556
6. Total
Disbursements
$151,558
SCHEDULE 16 POLITICAL
ACTIVITIES AND LOBBYING
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$21,251
4. To Employees
$0
5. All Other
Disbursements
$3,396
6. Total
Disbursements
$24,647
SCHEDULE 19 UNION
ADMINISTRATION
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$9,416
4. To Employees
$0
5. All Other
Disbursements
$9,547
6. Total
Disbursements
$18,963
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER
RECEIPTS
FILE NUMBER:
068-272
There was no data
found for this schedule.
SCHEDULE 15 -
REPRESENTATIONAL ACTIVITIES
FILE NUMBER:
068-272
Name and Address
(A)
Barnard Iglitzin & Lavitt LLP
18 West Mercer Street Seattle WA 98119
Type or Classification
(B)
Attorney
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,673
Total
Non-Itemized Transactions with this Payee/Payer
$8,826
Total of All Transactions with this
Payee/Payer for This Schedule
$14,499
Legal services
04/08/2020
$5,673
Name and Address
(A)
Seattle Labor Temple Association
2800 1st Avenue Seattle WA 98121
Type or Classification
(B)
Landlord
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$16,405
Total of All Transactions with this
Payee/Payer for This Schedule
$16,405
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 -
POLITICAL ACTIVITIES AND LOBBYING
FILE NUMBER
068-272
There was no data
found for this schedule.
SCHEDULE 17 -
CONTRIBUTIONS, GIFTS & GRANTS
FILE NUMBER:
068-272
There was no data
found for this schedule.
SCHEDULE 18 - GENERAL
OVERHEAD
FILE NUMBER:
068-272
Name and Address
(A)
Minar and Northey LLP PO Box 9845
Seattle WA 98109
Type or Classification
(B)
Certified public accountants
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$7,225
Total of All Transactions with this
Payee/Payer for This Schedule
$7,225
Name and Address
(A)
Seattle Labor Temple Association 2800 First Avenue
Seattle WA 98121
Type or Classification
(B)
Landlord
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$10,253
Total of All Transactions with this
Payee/Payer for This Schedule
$10,253
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION
ADMINISTRATION
FILE NUMBER:
068-272
There was no data
found for this schedule.
SCHEDULE 20 -
BENEFITS
FILE NUMBER:
068-272
Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all
lines above (Total will be automatically entered in Item
55.)
$157,464
Pension
LIUNA Staff & Affiliates Pension Fund
$83,384
Pension
Northwest Laborers Employee Trust Funds
$37,395
Health and welfare
Northwest Laborers Employee Trust Funds
$36,685
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL
INFORMATION SUMMARY
FILE NUMBER:
068-272
Question 11(a):
Question 11(a): Local 1239 PAC located at 2800 First Avenue, Room 301 - Seattle, WA 98121. The fund files the necessary reports with the State of WA Public Disclosure Commission and other required organizations.
Question 12: The Local engaged Minar and Northey LLP to do an independent audit engagement for the year ending December 31, 2020.
Schedule 13, Row1:
Schedule 13, Row1::Regular members are full dues paying members.
Schedule 13, Row1:
Schedule 13, Row1::
Schedule 13, Row2:
Schedule 13, Row2::Temporary members pay 1.5% of gross wages per pay period with no cap limit.
Schedule 13, Row2:
Schedule 13, Row2::Temporary members do not have voting rights.