000-069 (LM2) 03/31/2021

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
000-069

2. PERIOD COVERED
From	04/01/2020
Through	03/31/2021

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 ENGINEERS, PROF AND TECH, AFL-CIO
5. DESIGNATION (Local, Lodge, etc.) NATIONAL HEADQUARTERS	6. DESIGNATION NBR
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name PAUL	Last Name SHEARON
P.O Box - Building and Room Number SUITE 701
Number and Street 501 3RD STREET NW
City WASHINGTON
State DC	ZIP Code + 4 20001

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:

Paul Shearon

PRESIDENT

71. SIGNED:

Matthew S Biggs

TREASURER

Date:

Jun 30, 2021

Telephone Number:

202-239-4880

Date:

Jun 30, 2021

Telephone Number:

202-239-4880

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

ITEMS 10 THROUGH 21

FILE NUMBER: 000-069

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?	$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?	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?	08/2021

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

59,255

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	9.10	per	Month	6.19	9.10
(b) Working Dues/Fees		per
(c) Initiation Fees		per
(d) Transfer Fees		per
(e) Work Permits		per

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

STATEMENT A - ASSETS AND LIABILITIES

FILE NUMBER: 000-069

ASSETS

ASSETS	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
22. Cash		$1,599,400	$1,727,905
23. Accounts Receivable	1	$861,395	$832,107
24. Loans Receivable	2	$0	$0
25. U.S. Treasury Securities		$0	$0
26. Investments	5	$1,782,719	$3,189,929
27. Fixed Assets	6	$100,858	$94,786
28. Other Assets	7	$14,630	$14,630
29. TOTAL ASSETS		$4,359,002	$5,859,357

LIABILITIES

LIABILITIES	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
30. Accounts Payable	8	$2,544
31. Loans Payable	9	$0	$150,000
32. Mortgages Payable		$0	$0
33. Other Liabilities	10	$317,489	$321,061
34. TOTAL LIABILITIES		$320,033	$471,061

35. NET ASSETS

$4,038,969

$5,388,296

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

STATEMENT B - RECEIPTS AND DISBURSEMENTS

FILE NUMBER: 000-069

CASH RECEIPTS	SCH	AMOUNT
36. Dues and Agency Fees		$47,058
37. Per Capita Tax		$5,099,068
38. Fees, Fines, Assessments, Work Permits		$89,007
39. Sale of Supplies		$0
40. Interest		$52
41. Dividends		$36,908
42. Rents		$0
43. Sale of Investments and Fixed Assets	3
44. Loans Obtained	9	$150,000
45. Repayments of Loans Made	2	$0
46. On Behalf of Affiliates for Transmittal to Them		$0
47. From Members for Disbursement on Their Behalf		$54,283
48. Other Receipts	14	$194,229
49. TOTAL RECEIPTS		$5,670,605

CASH DISBURSEMENTS		SCH	AMOUNT
50. Representational Activities		15	$1,330,552
51. Political Activities and Lobbying		16	$243,096
52. Contributions, Gifts, and Grants		17	$19,283
53. General Overhead		18	$981,383
54. Union Administration		19	$447,895
55. Benefits		20	$819,780
56. Per Capita Tax			$557,413
57. Strike Benefits			$0
58. Fees, Fines, Assessments, etc.			$0
59. Supplies for Resale			$7,251
60. Purchase of Investments and Fixed Assets		4	$990,288
61. Loans Made		2	$0
62. Repayment of Loans Obtained		9	$0
63. To Affiliates of Funds Collected on Their Behalf			$0
64. On Behalf of Individual Members			$5,846
65. Direct Taxes			$158,317

66. Subtotal			$5,561,104
67. Withholding Taxes and Payroll Deductions
67a. Total Withheld	$896,864
67b. Less Total Disbursed	$877,860
67c. Total Withheld But Not Disbursed			$19,004
68. TOTAL DISBURSEMENTS			$5,542,100

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

SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE

FILE NUMBER: 000-069

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	$790,669	$168,125	$565,753	$0
Totals from all other accounts receivable	$41,438	$4,585	$5,991
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B))	$832,107	$172,710	$571,744	$0
IFPTE LOCAL 4	$5,753
ESC-IFPTE LOCAL 20	$51,038
IFPTE LOCAL 195	$168,125	$168,125
NJCSA COUNCIL 6	$194,210		$194,210
NJCSA COUNCIL 8	$230,984		$230,984
NJCSA COUNCIL 21	$140,559		$140,559

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

SCHEDULE 2 - LOANS RECEIVABLE

FILE NUMBER: 000-069

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

Loans
Outstanding at
Start of Period
(B)

Loans Made
During Period
(C)

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

Loans
Outstanding at
End of Period
(E)

Total of loans not listed above

Total of all lines above

Totals will be automatically entered in...

Item 24
Column (A)

Item 61

Item 45

Item 69
with Explanation

Item 24
Column (B)

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

SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 000-069

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: 000-069

Description (if land or buildings, give location) (A)	Cost (B)	Book Value (C)	Cash Paid (D)
Total of all lines above	$990,288	$990,288	$990,288
SONIC WALL SECURE UPGRADE	$2,985	$2,985	$2,985
DELL LAPTOP COMPUTER	$1,197	$1,197	$1,197
INVESTMENTS PURCHASED	$986,106	$986,106	$986,106

		Less Reinvestments	$0
(The total from Net Purchases Line will be automatically entered in Item 60.)		Net Purchases	$990,288

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

SCHEDULE 5 - INVESTMENTS

FILE NUMBER: 000-069

Description (A)	Amount (B)
Marketable Securities
A. Total Cost
B. Total Book Value	$3,189,811
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.

MERRILL LYNCH INVESTMENT ACCOUNTS

$3,189,811

Other Investments
D. Total Cost	$118
E. Total Book Value	$118
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.

ULLICO STOCK	$100
GNMA BOND	$18

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

$3,189,929

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

SCHEDULE 6 - FIXED ASSETS

FILE NUMBER: 000-069

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)

C. Automobiles and Other Vehicles

D. Office Furniture and Equipment

$514,031

$419,245

$94,786

E. Other Fixed Assets

F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B))

$514,031

$419,245

$94,786

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

SCHEDULE 7 - OTHER ASSETS

FILE NUMBER: 000-069

Description (A)	Book Value (B)
Total (Total will be automatically entered in Item 28, Column(B))	$14,630
RENT DEPOSITS	$8,630
CONVENTION HOTEL DEPOSITS	$6,000

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

SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE

FILE NUMBER: 000-069

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: 000-069

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	$150,000	$0	$0	$150,000
Totals will be automatically entered in...	Item 31 Column (C)	Item 44	Item 62	Item 69 with Explanation	Item 31 Column (D)
U.S. SMALL BUSINESS ADMINISTRATION	$0	$150,000	$0	$0	$150,000

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

SCHEDULE 10 - OTHER LIABILITIES

FILE NUMBER: 000-069

Description (A)	Amount at End of Period (B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D))	$321,061
ACCRUED SICK LEAVE LIABILITY	$227,355
ACCRUED SEVERANCE PAY LIABILITY	$74,702
PAYROLL LIABILITIES	$19,004

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

SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS

FILE NUMBER: 000-069

(A)
Name

(B)
Title

(D)
Gross Salary
Disbursements
(before any
deductions)

(E)
Allowances
Disbursed

(F)
Disbursements for Official Business

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

(H)
TOTAL

A
B
C

SHEARON , PAUL
PRESIDENT
C

$206,757

$1,098

$207,855

Schedule 15
Representational Activities

40 %

Schedule 16
Political Activities and Lobbying

15 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

35 %

A
B
C

BIGGS , MATTHEW S
SECRETARY-TREASURER
C

$199,813

$2,262

$202,075

Schedule 15
Representational Activities

15 %

Schedule 16
Political Activities and Lobbying

45 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

12 %

Schedule 19
Administration

28 %

A
B
C

MC BRIDE , SEAN P
INTL VICE PRESIDENT
C

$1,500

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

100 %

A
B
C

NEWSOME , GERALD
INTL VICE PRESIDENT
C

$1,500

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

100 %

A
B
C

MAHE , RICHARD
INTL VICE PRESIDENT
N

$1,988

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

100 %

A
B
C

TRAVERS , SCOTT
INTL VICE PRESIDENT
C

$1,988

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

100 %

A
B
C

HENSON , SUSAN GAY
INTL VICE PRESIDENT
C

$1,500

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

100 %

A
B
C

STONE , LELAND S
INTL VICE PRESIDENT
C

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

100 %

A
B
C

ZELLMER , TINA M
INTL VICE PRESIDENT
C

$275

$1,500

$1,775

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

100 %

A
B
C

ALSABE , MAZEN M
INTL VICE PRESIDENT
C

$1,500

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

100 %

A
B
C

FUNFAR , JOEL W
INTL VICE PRESIDENT
C

$1,500

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

100 %

A
B
C

JOYCE , R MATTHEW
INTL VICE PRESIDENT
N

$1,500

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

100 %

A
B
C

RULE , RYAN M
INTL VICE PRESIDENT
C

$1,500

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

100 %

A
B
C

GRIFFIN , LAURENCE D
INTL VICE PRESIDENT
C

$1,500

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

100 %

A
B
C

MADER , JOHN
INTL VICE PRESIDENT
C

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

100 %

A
B
C

VALLEJO , GUSTAVO J
INTL VICE PRESIDENT
C

$1,500

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

100 %

A
B
C

JUNEMANN , GREGORY J
PAST PRESIDENT
P

$23,687

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

Total Officer Disbursements	$430,532	$18,976	$3,360	$0	$452,868
Less Deductions					$197,695
Net Disbursements					$255,173

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

SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES

FILE NUMBER: 000-069

(A)
Name

(B)
Title

(D)
Gross Salary
Disbursements
(before any
deductions)

(E)
Allowances Disbursed

(F)
Disbursements for Official Business

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

(H)
TOTAL

A
B
C

CONSTANTINO , PATRICIA J
COMPTROLLER/OFFICE MANAGE
N/A

$150,681

$16

$150,697

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

Schedule 18
General Overhead

5 %

Schedule 19
Administration

85 %

A
B
C

ELLIS , MARIA TERESA J
GENERAL COUNSEL
N/A

$171,963

$1,851

$173,814

Schedule 15
Representational Activities

65 %

Schedule 16
Political Activities and Lobbying

5 %

Schedule 17
Contributions

Schedule 18
General Overhead

5 %

Schedule 19
Administration

25 %

A
B
C

KHAN , FARAZ A
LEGISLATIVE REP/RESEARCHE
N/A

$108,891

Schedule 15
Representational Activities

25 %

Schedule 16
Political Activities and Lobbying

40 %

Schedule 17
Contributions

Schedule 18
General Overhead

15 %

Schedule 19
Administration

20 %

A
B
C

LANGFORD , CHRISTOPHER T
INTL REPRESENTATIVE
N/A

$112,037

$184

$112,221

Schedule 15
Representational Activities

90 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

Schedule 18
General Overhead

5 %

Schedule 19
Administration

3 %

A
B
C

MORGAN , KRISTINA M
MEMBERSHIP/ACCTS RECEIVAB
N/A

$123,397

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

NAIRN , KAREN A
OFFICE SECRETARY
N/A

$85,669

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

5 %

Schedule 18
General Overhead

90 %

Schedule 19
Administration

5 %

A
B
C

RHETT , CANDACE M
COMM/MTGS & CONV COORDINA
N/A

$113,771

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

95 %

Schedule 19
Administration

5 %

A
B
C

THURSON , DAVID P
ORGANIZING DIRECTOR
N/A

$117,839

$6,378

$124,217

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

A
B
C

FITZPATRICK , WILLIAM
INT'L REPRESENTATIVE
N/A

$151,268

$1,417

$152,685

Schedule 15
Representational Activities

95 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

5 %

Schedule 19
Administration

A
B
C

LIU , ANN
INT'L REPRESENTATIVE
N/A

$151,268

$858

$152,126

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

A
B
C

SAUER , DAVID G
INT'L REPRESENTATIVE
N/A

$147,234

$2,939

$150,173

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

10 %

Schedule 19
Administration

10 %

A
B
C

LA FEMINA , DAVID S
IN'TL REPRESENTATIVE
N/A

$120,144

$5,152

$125,296

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

A
B
C

SPARKS , ELIZABETH M
ORGANIZER
N/A

$113,562

$506

$2,928

$116,996

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

A
B
C

LEWIS , KAREN
INTL REPRESENTATIVE
N/A

$143,240

$2,721

$145,961

Schedule 15
Representational Activities

55 %

Schedule 16
Political Activities and Lobbying

15 %

Schedule 17
Contributions

Schedule 18
General Overhead

10 %

Schedule 19
Administration

20 %

TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

Total Employee Disbursements	$1,810,964	$506	$24,444	$0	$1,835,914
Less Deductions					$699,169
Net Disbursements					$1,136,745

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

SCHEDULE 13 - MEMBERSHIP STATUS

FILE NUMBER: 000-069

Category of Membership (A)	Number (B)	Voting Eligibility (C)
Members (Total of all lines above)	59,255
Agency Fee Payers*	551
Total Members/Fee Payers	59,806
*Agency Fee Payers are not considered members of the labor organization.
Members	59,255	Yes

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

DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19

FILE NUMBER: 000-069

SCHEDULE 14 OTHER RECEIPTS
1. Named Payer Itemized Receipts	$80,132
2. Named Payer Non-itemized Receipts	$0
3. All Other Receipts	$114,097
4. Total Receipts	$194,229

SCHEDULE 17 CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements	$5,000
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$0
4. To Employees	$4,283
5. All Other Disbursements	$10,000
6. Total Disbursements	$19,283

SCHEDULE 15 REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements	$57,696
2. Named Payee Non-itemized Disbursements	$54,099
3. To Officers	$113,453
4. To Employees	$1,105,304
5. All Other Disbursements
6. Total Disbursements	$1,330,552

SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee Itemized Disbursements	$326,685
2. Named Payee Non-itemized Disbursements	$140,363
3. To Officers	$68,722
4. To Employees	$383,999
5. All Other Disbursements	$61,614
6. Total Disbursements	$981,383

SCHEDULE 16 POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements	$0
2. Named Payee Non-itemized Disbursements	$24,000
3. To Officers	$122,112
4. To Employees	$91,455
5. All Other Disbursements	$5,529
6. Total Disbursements	$243,096

SCHEDULE 19 UNION ADMINISTRATION
1. Named Payee Itemized Disbursements	$38,442
2. Named Payee Non-itemized Disbursements	$10,000
3. To Officers	$148,581
4. To Employees	$250,872
5. All Other Disbursements
6. Total Disbursements	$447,895

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

SCHEDULE 14 - OTHER RECEIPTS

FILE NUMBER: 000-069

Name and Address
(A)

ESC-IFPTE LOCAL 20

810 CLAY STREET
OAKLAND
CA
94607

Type or Classification
(B)

AFFILIATED LOCAL UNION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$52,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$52,000
REIMBURSEMENT ORGANIZING EXPENSES	04/28/2020	$17,333
REIMBURSEMENT ORGANIZING EXPENSES	08/03/2020	$34,667

Name and Address
(A)

IFPTE LOCAL 1017
PO BOX 9005

CHAMPAIGN
IL
61826

Type or Classification
(B)

AFFLIATED LOCAL UNION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,167
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$8,167
CLOSE-OUT OF LOCAL	03/26/2021	$8,167

Name and Address
(A)

IFPTE-NJCSA COUNCIL 6
PO BOX 900

MORRISTOWN
NJ
07963

Type or Classification
(B)

AFFILIATED LOCAL UNION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$9,965
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$9,965
CLOSE-OUT OF LOCAL	10/02/2020	$9,965

Name and Address
(A)

U.S.SMALL BUSINESS ADMINISTRATION
PO BOX 3918

PORTLAND
OR
97208

Type or Classification
(B)

U.S. GOVERNMENT AGENCY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$10,000
COVID-19 RELIEF	05/05/2020	$10,000

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

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES

FILE NUMBER: 000-069

Name and Address
(A)

BRANDON J CHRISTENSEN
PO BOX 1898

REDLANDS
CA
92373

Type or Classification
(B)

ORGANIZING CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$26,001
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$26,001
CONSULTING FEES MARCH 2020	04/01/2020	$8,667
CONSULTING FEES APRIL 2020	05/04/2020	$8,667
CONSULTING FEES MAY 2020	05/26/2020	$8,667

Name and Address
(A)

GOODE CONSULTING LLC

3210 VISTA STREET NE
WASHINGTON
DC
20018

Type or Classification
(B)

REPRESENTATIONAL SERVICES - MEMBER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,930
Total of All Transactions with this Payee/Payer for This Schedule		$5,930

Name and Address
(A)

MC GILLIVARY, STEELE, ELKIN

1101 VERMONT AVE NW
WASHINGTON
DC
20005

Type or Classification
(B)

LEGAL RETAINER/SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,694
Total Non-Itemized Transactions with this Payee/Payer		$48,169
Total of All Transactions with this Payee/Payer for This Schedule		$53,863
LEGAL RETAINER/HOURLY BILLING	07/15/2020	$5,694

Name and Address
(A)

ORAIU AMONI

8918 HOLMES AVENUE
LOS ANGELES
CA
90002

Type or Classification
(B)

ORGANIZING CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$26,001
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$26,001
CONSULTING FEE MARCH 2020	04/01/2020	$8,667
CONSULTING FEE APRIL 2020	05/04/2020	$8,667
CONSULTING FEE MAY 2020	05/26/2020	$8,667

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

SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING

FILE NUMBER 000-069

Name and Address
(A)

TELLSPRING LLC

2829 SACKS STREET MH 201
SILVER SPRING
MD
20910

Type or Classification
(B)

POLITICAL ACTION CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$24,000
Total of All Transactions with this Payee/Payer for This Schedule		$24,000

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

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS

FILE NUMBER: 000-069

Name and Address
(A)

RWDSU MID-SOUTH COUNCIL

370 SEVENTH AVENUE
NEW YORK
NY
10001

Type or Classification
(B)

LABOR UNION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,000
CONTRIBUTION - UNION ORGANIZING	03/11/2021	$5,000

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

SCHEDULE 18 - GENERAL OVERHEAD

FILE NUMBER: 000-069

Name and Address
(A)

AFL-CIO SECRETARY -TREASURER

815 16TH STREET NW
WASHINGTON
DC
20006

Type or Classification
(B)

MEMBERSHIP DUES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,500
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$8,500
UNION VETERANS COUNCIL DUES 2020-2021	08/03/2020	$8,500

Name and Address
(A)

AT&T
PO BOX 5019

CAROL STREAM
IL
60197

Type or Classification
(B)

TELECOMMUNICATIONS SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$8,721
Total of All Transactions with this Payee/Payer for This Schedule		$8,721

Name and Address
(A)

CIT

21146 NETWORK PLACE
CHICAGO
IL
60673

Type or Classification
(B)

OFFICE EQUIPMENT FINANCING SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$10,398
Total of All Transactions with this Payee/Payer for This Schedule		$10,398

Name and Address
(A)

COGENT COMMUNICATIONS
PO BOX 791087

BALTIMORE
MD
21279

Type or Classification
(B)

INTERNET SERVICE PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,515
Total of All Transactions with this Payee/Payer for This Schedule		$6,515

Name and Address
(A)

COMMUNICATIONS WORKERS OF AMERICA

501 3RD STREET NW
WASHINGTON
DC
20001

Type or Classification
(B)

OFFICE LEASING

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$221,053
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$221,053
OFFICE RENT	04/21/2020	$18,663
OFFICE RENT	05/06/2020	$18,362
OFFICE RENT	06/01/2020	$18,362
OFFICE RENT	07/01/2020	$18,362
OFFICE RENT	08/21/2020	$18,362
OFFICE RENT	08/31/2020	$18,362
OFFICE RENT	09/30/2020	$18,362
OFFICE RENT	10/28/2020	$18,362
OFFICE RENT	11/25/2020	$18,362
OFFICE RENT	01/05/2021	$18,362
OFFICE RENT	02/01/2021	$18,362
OFFICE RENT	02/26/2021	$18,770

Name and Address
(A)

CVENT

1765 GREENSBORO STATION PL
TYSONS CORNER
VA
22102

Type or Classification
(B)

EVENT MANAGEMENT SOFTWARE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$24,892
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$24,892
ANNUAL CONTRACT RENEWAL	01/08/2021	$15,404
ADDITIONAL SERVICES CONTRACTED	02/24/2021	$9,488

Name and Address
(A)

DRESNER GROUP LLC

5950 SYMPHONY WOODS RD
COLUMBIA
MD
21044

Type or Classification
(B)

IT SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$23,353
Total of All Transactions with this Payee/Payer for This Schedule		$23,353

Name and Address
(A)

EBERTS & HARRISON INC

1604 RIDGESIDE DRIVE
MOUNT AIRY
MD
21771

Type or Classification
(B)

INSURANCE BROKER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$24,291
Total Non-Itemized Transactions with this Payee/Payer		$3,708
Total of All Transactions with this Payee/Payer for This Schedule		$27,999
WORKERS COMP INSURANCE RENEWAL	04/01/2020	$9,123
UNION LIABILITY INSURANCE RENEWAL	08/14/2020	$15,168

Name and Address
(A)

KELLY PRESS

1701 CABIN BRANCH DRIVE
CHEVERLY
MD
20785

Type or Classification
(B)

PRINTER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,020
Total of All Transactions with this Payee/Payer for This Schedule		$6,020

Name and Address
(A)

MERRILL LYNCH

1152 15TH STREET NW STE 600
WASHINGTON
DC

Type or Classification
(B)

INVESTMENT SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$20,276
Total of All Transactions with this Payee/Payer for This Schedule		$20,276

Name and Address
(A)

PAYA

12120 SUNSET HILLS RD STE 5
RESTON
VA
20190

Type or Classification
(B)

MERCHANT SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,540
Total Non-Itemized Transactions with this Payee/Payer		$19,809
Total of All Transactions with this Payee/Payer for This Schedule		$25,349
ACH / VIRTUAL CHECK PROCESSING	05/31/2020	$5,540

Name and Address
(A)

PRWRK

3238 ARCADIA PLACE NW
WASHINGTON
DC
20005

Type or Classification
(B)

PUBLIC RELATIONS CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$28,740
Total Non-Itemized Transactions with this Payee/Payer		$4,300
Total of All Transactions with this Payee/Payer for This Schedule		$33,040
PUBLIC RELATIONS SERVICES	11/24/2020	$28,740

Name and Address
(A)

STRATEGIC ORGANIZING SYSTEMS

848 MADISON STREET
ALBANY
CA
94706

Type or Classification
(B)

MEMBERSHIP MANAGEMENT SOFTWARE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$15,600
Total of All Transactions with this Payee/Payer for This Schedule		$15,600

Name and Address
(A)

TEAM-IFPTE LOCAL 161

1 WESLEY AVENUE
WINNIPEG MB CANADA
00
R3C 4C6

Type or Classification
(B)

OFFICE RENT - FIELD STAFF

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,200
Total of All Transactions with this Payee/Payer for This Schedule		$5,200

Name and Address
(A)

THE BUREAU OF NATIONAL AFFAIRS INC
PO BOX 419889

BOSTON
MA
02241

Type or Classification
(B)

PUBLISHING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$13,669
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$13,669
SUBSCRIPTION RENEWAL DAILY LABOR REPORT	05/21/2020	$13,669

Name and Address
(A)

THOMSON-REUTERS WEST PUBLISHING CO
PO BOX 6292

CAROL STREAM
IL
60197

Type or Classification
(B)

PUBLISHING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,498
Total of All Transactions with this Payee/Payer for This Schedule		$5,498

Name and Address
(A)

VERIZON WIRELESS
PO BOX 25505

LEHIGH VALLEY
PA
18002

Type or Classification
(B)

WIRELESS TELECOMMUNICATIONS SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$10,965
Total of All Transactions with this Payee/Payer for This Schedule		$10,965

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

SCHEDULE 19 - UNION ADMINISTRATION

FILE NUMBER: 000-069

Name and Address
(A)

BARR & CAMENS

1025 CONNECTICUT AVE NW
WASHINGTON
DC
20036

Type or Classification
(B)

LEGAL SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$10,000
Total of All Transactions with this Payee/Payer for This Schedule		$10,000

Name and Address
(A)

HALEY & ASSOCIATES LLP

5000 SUNNYSIDE AVENUE
BELTSVILLE
MD
20705

Type or Classification
(B)

CERTIFIED PUBLIC ACCOUNTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$38,442
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$38,442
LOCAL UNION AUDIT/INVESTIGATION	06/25/2020	$14,737
ANNUAL AUDIT	09/29/2020	$19,205
SPECIAL PURPOSE FINANCIAL STATEMENT	10/12/2020	$4,500

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

SCHEDULE 20 - BENEFITS

FILE NUMBER: 000-069

Description (A)	To Whom Paid (B)	Amount (C)
Total of all lines above (Total will be automatically entered in Item 55.)		$819,780
HEALTH, PRESCRIPTION, DENTAL, VISION INSURANCE	AFL-CIO HEALTH & WELFARE FUND	$345,692
RETIREE HEALTHCARE-CANADA	CANADA LIFE PLAN DIRECT	$6,866
HEALTH, DENTAL, LIFE, AD&D, STD, LTD	CANADA LIFE ASSURANCE COMPANY	$39,930
GROUP TRAVEL AD&D INSURANCE	EBERTS & HARRISON INC	$759
CANADIAN EMPLOYEE RETIREMENT PLAN	MULTI-SECTOR PENSION PLAN	$42,184
US EMPLOYEES RETIREMENT PLAN	THE PRINCIPAL	$341,006
EMPLOYEE PARKING	SP PLUS CORPORATION	$10,540
LIFE, AD&D, STD, LTD INSURANCE PREMIUMS	THE STANDARD INSURANCE COMPANY	$27,126
EMPLOYEE PARKING	WAPSO-IFPTE LOCAL 162	$2,320
RETIREE BENEFITS PAYMENT	DENISE J GILLIES	$2,736
TRANSIT BENEFITS	METRO SMARTBENEFIT	$387
TRANSIT BENEFITS	TORONTO TRANSIT COMMISSION	$234

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

69. ADDITIONAL INFORMATION SUMMARY

FILE NUMBER: 000-069

Question 11(a): : : : International Federation of Professional and Technical Engineers Legislative Education Action Program-Political Action Committee (IFPTE LEAP-PAC) FEC ID #C00164509. Reports are filed with the Federal Elections Commission as required.

Question 12: During the reporting period, audits were conducted for the fiscal year ending 03/31/2020. At time of this report, the audit for fiscal year ending 03/31/2021 is underway. The audit for Fiscal Year Ending 03/31/2020 was performed by Matthew Haley, CPA of Haley in Associates LLP. The audit for Fiscal Year Ending 03/31/2021 is again being performed by Matthew Haley, CPA. Mr Haley has joined the firm of NovakFrancella LLC.

Schedule 9, Row1::

Schedule 13, Row1:::All active dues paying members in good standing

Schedule 13, Row1:::



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