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
540-008
2. PERIOD COVERED
From01/01/2020
Through12/31/2020
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
TRANSIT UNION AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
 6. DESIGNATION NBR
758
7. UNIT NAME (if any)

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

Number and Street
6923 LAKEWOOD DR W STE B1
City
TACOMA
State
WA		 ZIP Code + 4
984673221


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:Deborah BrownSec/Treas71. SIGNED:Deborah BrownSec/Treas
Date:Mar 26, 2021Telephone Number:253-474-3123Date:Mar 26, 2021Telephone Number:253-474-3123
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 540-008
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?No
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?$160,000
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?10/2022
20. How many members did the labor organization have at the end of the reporting period?748
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees1%gross x 160 hours + per capitapermonth21%gross x 160 hours + per capita
(b) Working Dues/Feesper
(c) Initiation Feesper
(d) Transfer Feesper
(e) Work Permitsper

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 540-008

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $343,805$314,665
23. Accounts Receivable1$0
24. Loans Receivable2$0
25. U.S. Treasury Securities $0$0
26. Investments5$0
27. Fixed Assets6$244,568$233,867
28. Other Assets7$0
29. TOTAL ASSETS $588,373$548,532

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$0
31. Loans Payable9$66,746$42,930
32. Mortgages Payable $0$0
33. Other Liabilities10$0
34. TOTAL LIABILITIES $66,746$42,930
35. NET ASSETS$521,627$505,602
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 540-008

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $636,537
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $362
39. Sale of Supplies $0
40. Interest $0
41. Dividends $0
42. Rents $0
43. Sale of Investments and Fixed Assets3$0
44. Loans Obtained9$205,463
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$0
49. TOTAL RECEIPTS $842,362
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$130,915
51. Political Activities and Lobbying16$0
52. Contributions, Gifts, and Grants17$0
53. General Overhead18$16,075
54. Union Administration19$284,112
55. Benefits20$33,096
56. Per Capita Tax $159,503
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$0
61. Loans Made2$0
62. Repayment of Loans Obtained9$229,279
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $0
65. Direct Taxes $28,636
  
66. Subtotal $881,616
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$207,326  
  67b. Less Total Disbursed$197,212  
  67c. Total Withheld But Not Disbursed $10,114
68. TOTAL DISBURSEMENTS $871,502
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 540-008

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: 540-008

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: 540-008

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: 540-008

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$0$0$0
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 540-008

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)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 540-008

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)    
Building  1 :      6923 Lakewood Dr. W Suite B1/Tacoma, WA 98467-3221$357,558$130,970$226,588$226,400
C. Automobiles and Other Vehicles
D. Office Furniture and Equipment$37,008$29,729$7,279$7,100
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $394,566$160,699$233,867$233,500
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 540-008

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: 540-008

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: 540-008

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$66,746$205,463$229,279$0$42,930
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
Pierce Transit Payable-Net Change$66,746$107,901$131,717$0$42,930
Credit Cards - net Change$0$16,673$16,673$0$0
Payroll Liability$0$80,889$80,889$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 540-008

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: 540-008

(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 		TATE ,  ISAAC   O
PRESIDENT
C		$125,148$3,000$128,148
I
Schedule 15
Representational Activities 		15 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		85 %
A
B
C 		LEAZER ,  HAROLD   T
VICE PRESIDENT
C		$74,602$4,800$1,200$80,602
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		10 %
A
B
C 		WARD ,  NEIL  
FINANCE SECRETARY
N		$22,328$6,000$28,328
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		95 %
A
B
C 		MARSHALL ,  VONDA   K
RECORDING SECRETARY
C		$33,383$3,600$36,983
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 		HARRIS ,  EDDIE  
EXECUTIVE BOARD OFFICER
C		$696$696
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 		HOWARD ,  ANGELA   D
EXECUTIVE BOARD OFFICER
C		$93$93
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 		HARRIS ,  ANTHONY  
EXECUTIVE BOARD OFFICER
C		$146$146
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 		CLARK ,  PATRICIA  
EXECUTIVE BOARD OFFICER
N		$56,868$3,412$60,280
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 		LOWE ,  RUSSELL   N
EXECUTIVE BOARD OFFICER
C		$2,643$2,643
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
Total Officer Disbursements$315,907$14,400$4,200$3,412$337,919
Less Deductions     
Net Disbursements    $337,919
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 540-008

(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 		HARDEMAN ,  GERALD   J
MEMBER
NONE		$962$962
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 		PICKERING ,  LORI  
MEMBER
NONE		$72$72
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$0
I Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
Total Employee Disbursements$1,034$0$0$0$1,034
Less Deductions     
Net Disbursements    $1,034
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 540-008

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 748 
Agency Fee Payers*
Total Members/Fee Payers748 
*Agency Fee Payers are not considered members of the labor organization.
Transportation and support members748Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 540-008

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$0
2. Named Payer Non-itemized Receipts$0
3. All Other Receipts
4. Total Receipts$0
     
     
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
6. Total Disbursements$0
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$37,735
2. Named Payee Non-itemized Disbursements$0
3. To Officers$93,180
4. To Employees$0
5. All Other Disbursements
6. Total Disbursements$130,915
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$16,075
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements
6. Total Disbursements$16,075
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
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
6. Total Disbursements$0
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$244,739
4. To Employees$1,034
5. All Other Disbursements$38,339
6. Total Disbursements$284,112
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 540-008

There was no data found for this schedule.

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 540-008

Name and Address
(A)
Barnard Iglitzin Lavitt

18 West Mercer St Ste 400
Seattle
WA
98119
Type or Classification
(B)
Iglitzin
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$37,735
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$37,735
Grievance Arbitration04/01/2020$6,785
Grievance Arbitration05/22/2020$18,639
Grievance Arbitration07/30/2020$2,115
Grievance Arbitration08/19/2020$8,185
Grievance Arbitration10/17/2020$1,589
Grievance Arbitration11/21/2020$218
Grievance Arbitration12/19/2020$204
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 540-008

There was no data found for this schedule.

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 540-008

There was no data found for this schedule.

SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 540-008

Name and Address
(A)
Aaron Traxton CPA
5200 Meadows Rd Suite 150
12725 SW 66th Ave Ste 202
Lake Oswego
OR
97035
Type or Classification
(B)
CPA
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$11,500
Audit Services09/10/2020$11,500
Name and Address
(A)
Herman Lindsey CPA
5200 Meadows Rd Suite 150

Lake Oswego
OR
97035
Type or Classification
(B)
CPA
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$2,625
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$2,625
Tax consulting01/28/2020$2,625
Name and Address
(A)
KK Rivers Consulting, PLLC
PO Box 63
34616 Stackpole Rd
Oysterville
WA
98641
Type or Classification
(B)
Tax
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$1,950
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$1,950
Tax Preparation07/15/2020$1,950
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 540-008

There was no data found for this schedule.

SCHEDULE 20 - BENEFITS FILE NUMBER: 540-008

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$33,096
Pension BenefitsPierce Transit$27,932
Deferred CompPierce Transit$5,164
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 540-008
Item 70 Title: The signature in the system is for a person who is no longer an officer. Signature is by the interim Secretary/Treasurer.Item 71 Title: The signature in the system is for a person who is no longer an officer. Signature is by the interim Secretary/Treasurer.

Question 12: AUDIT WAS PERFORMED BY AN OUTSIDE ACCOUNTANT

Schedule 9, Row1:

Schedule 9, Row1:

Schedule 9, Row2:

Schedule 9, Row2:

Schedule 9, Row3:

Schedule 9, Row3:

Schedule 13, Row1:

Schedule 13, Row1:Inludes drivers, mechanics, and support staff

Schedule 13, Row1:

Schedule 13, Row1:none
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)