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

This report is mandatory under P.L. 86-257, as amended.  Failure to comply may result in criminal prosecution, fines, or civil penalties as provided by 29 U.S.C. 439 or 440.
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.
For Official Use Only
1. FILE NUMBER
001-158
2. PERIOD COVERED
From07/01/2020
Through06/30/2021
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
TRANSIT UNION AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
LOCAL DIVISION
 6. DESIGNATION NBR
757
7. UNIT NAME (if any)

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

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


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


Yes

Each of the undersigned, duly authorized officers of the above labor organization, declares, under penalty of perjury and other applicable penalties of law, that all of the information submitted in this report (including information contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned individual's knowledge and belief, true, correct and complete (See Section V on penalties in the instructions.)
70. SIGNED:Shirley A BlockPRESIDENT71. SIGNED:Mary A LongoriaTREASURER
Date:Sep 27, 2021Telephone Number:503-232-9144Date:Sep 27, 2021Telephone Number:503-232-9144
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 001-158
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?Yes
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$1,000,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?No
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?06/2024
20. How many members did the labor organization have at the end of the reporting period?5,541
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/FeesBy PropertyperMonth3.6475.74
(b) Working Dues/FeesN/AperN/AN/AN/A
(c) Initiation FeesN/AperN/AN/AN/A
(d) Transfer FeesN/AperN/AN/AN/A
(e) Work PermitsN/AperN/AN/AN/A

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

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $2,313,864$2,662,716
23. Accounts Receivable1$0$0
24. Loans Receivable2$0
25. U.S. Treasury Securities $0$0
26. Investments5$111,193$140,273
27. Fixed Assets6$173,480$142,099
28. Other Assets7$395$408
29. TOTAL ASSETS $2,598,932$2,945,496

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$0
31. Loans Payable9$292$2,426
32. Mortgages Payable $0$0
33. Other Liabilities10$0$0
34. TOTAL LIABILITIES $292$2,426
35. NET ASSETS$2,598,640$2,943,070
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 001-158

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $2,326,121
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $21,507
41. Dividends $0
42. Rents $0
43. Sale of Investments and Fixed Assets3$0
44. Loans Obtained9$15,334
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $887,654
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$2,265
49. TOTAL RECEIPTS $3,252,881
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$525,868
51. Political Activities and Lobbying16$57,081
52. Contributions, Gifts, and Grants17$0
53. General Overhead18$328,123
54. Union Administration19$744,558
55. Benefits20$273,131
56. Per Capita Tax $74,414
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$13,200
63. To Affiliates of Funds Collected on Their Behalf $887,654
64. On Behalf of Individual Members $0
65. Direct Taxes $0
  
66. Subtotal $2,904,029
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$280,671  
  67b. Less Total Disbursed$280,671  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $2,904,029
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 001-158

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

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

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Gross Sales Price
(D) 		Amount Received
(E)
Total of all lines above$0$0$0$0
Less Reinvestments$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: 001-158

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: 001-158

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost$33,220
B. Total Book Value$140,273
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • Altria Group Inc
$9,536
  • Microsoft Corp
$54,180
  • Mondelez Intl Inc Com
$8,617
  • Philip Morris Intl Inc
$19,822
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)) $140,273
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 001-158

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      1801 NE Couch Street, Portalnd OR 97232-3054$52,534 $52,534$647,720
B. Buildings (give location)    
Building  1 :      1801 NE Couch Street, Portalnd OR 97232-3054$441,272$392,530$48,742$522,980
C. Automobiles and Other Vehicles$100,650$69,924$30,726$68,804
D. Office Furniture and Equipment$142,527$132,430$10,097$10,000
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $736,983$594,884$142,099$1,249,504
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 001-158

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $408
Prepaid Payroll Liability$408
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 001-158

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

Source of Loans Payable at Any
Time During the Reporting Period
(A) 		Loans Owed at
Start of Period
(B) 		Loans Obtained
During Period
(C) 		Repayment
During Period
Cash
(D)(1) 		Repayment
During Period
Other Than Cash
(D)(2) 		Loans Owed at
End of Period
(E)
Total Loans Payable$292$15,334$13,200$0$2,426
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
Bank of America Credit Cards - Net$292$15,334$13,200$0$2,426
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 001-158

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

(A)
Name		(B)
Title		(C)
Status		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances
Disbursed 		(F)
Disbursements for Official Business 		(G)
Other
Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Block ,  Shirley   A
President
C		$143,127$143,127
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 		Hunt ,  Jonathan   J
Vice President
C		$176,304$176,304
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		20 %
A
B
C 		Longoria ,  Mary   A
Financial Secretary Treas
C		$136,736$136,736
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		90 %
A
B
C 		Appelhanz ,  James   B
Executive Board Officer
C		$5,100$5,100
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Bennett ,  James   F
Executive Board Officer
C		$20,841$20,841
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Bradley ,  William   J
Executive Board Officer
C		$26,595$26,595
I
Schedule 15
Representational Activities 		58 % Schedule 16
Political Activities and Lobbying 		7 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		35 %
A
B
C 		Burke ,  Mikel   S
Executive Board Officer
P		$5,100$5,100
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Casey ,  Frederick   A
Executive Board Officer
C		$14,106$14,106
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		25 %
A
B
C 		Forrester ,  Anthony   M
Executive Board Officer
C		$10,680$10,680
I
Schedule 15
Representational Activities 		28 % Schedule 16
Political Activities and Lobbying 		7 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		65 %
A
B
C 		Francois ,  Michael   D
Executive Board Officer
C		$14,339$14,339
I
Schedule 15
Representational Activities 		52 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		48 %
A
B
C 		Hagey ,  Darin   K
Executive Board Officer
C		$9,274$9,274
I
Schedule 15
Representational Activities 		31 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		69 %
A
B
C 		Kinoshita ,  Kevin   K
Executive Board Officer
C		$16,397$16,397
I
Schedule 15
Representational Activities 		34 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		66 %
A
B
C 		Harris ,  Mark   J
Executive Board Officer
P		$9,771$9,771
I
Schedule 15
Representational Activities 		22 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		78 %
A
B
C 		Montgomery ,  Kerry   J
Executive Board Officer
C		$19,067$19,067
I
Schedule 15
Representational Activities 		64 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		36 %
A
B
C 		McCurry ,  Michael   W
Executive Board Officer
C		$14,084$14,084
I
Schedule 15
Representational Activities 		35 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		65 %
A
B
C 		Ruffin ,  Joe III  
Executive Board Officer
C		$14,153$14,153
I
Schedule 15
Representational Activities 		56 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		44 %
A
B
C 		Tompte ,  Anna   M
Executive Board Officer
C		$5,354$5,354
I
Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		75 %
Total Officer Disbursements$641,028$0$0$0$641,028
Less Deductions     
Net Disbursements    $641,028
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 001-158

(A)
Name		(B)
Title		(C)
Other Payer		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances Disbursed 		(F)
Disbursements for Official Business 		(G)
Other Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Archie ,  Melissa   S
Executive Secretary
N/A		$77,630$77,630
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 		Bower ,  Daniele   E
Admiinistrative Secretry
N/A		$70,608$70,608
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 		Cordova ,  Krista   M
Labor Relations Coordinat
N/A		$92,288$92,288
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 		Duarte ,  Sherri   L
Administrative Secretary
N/A		$69,802$69,802
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 		Mota ,  Marijana  
Administrative Secretary
N/A		$66,808$66,808
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 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$80,017$80,017
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 %
Total Employee Disbursements$457,153$0$0$0$457,153
Less Deductions     
Net Disbursements    $457,153
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 001-158

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 5,541 
Agency Fee Payers*
Total Members/Fee Payers5,541 
*Agency Fee Payers are not considered members of the labor organization.
Active Members4,283Yes
Retired members before 19939Yes
Retired Members after 19921,190Yes
50 yr. Retired Members before 199310Yes
50 yr. Retired Members after 199243Yes
Military Leave of Absence6Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 001-158

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$0
2. Named Payer Non-itemized Receipts$0
3. All Other Receipts$2,265
4. Total Receipts$2,265
     
     
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$0
6. Total Disbursements$0
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$145,954
2. Named Payee Non-itemized Disbursements$16,229
3. To Officers$363,685
4. To Employees$0
5. All Other Disbursements$0
6. Total Disbursements$525,868
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$104,331
2. Named Payee Non-itemized Disbursements$101,146
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$122,646
6. Total Disbursements$328,123
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$38,500
2. Named Payee Non-itemized Disbursements$0
3. To Officers$18,581
4. To Employees$0
5. All Other Disbursements$0
6. Total Disbursements$57,081
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$28,641
3. To Officers$258,764
4. To Employees$457,153
5. All Other Disbursements$0
6. Total Disbursements$744,558
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 001-158

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: 001-158

Name and Address
(A)
Albies & Stark

1 SW Columbia St, Ste 1859
Portland
OR
97204
Type or Classification
(B)
Attorney
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$95,994
Total Non-Itemized Transactions with this Payee/Payer$2,940
Total of All Transactions with this Payee/Payer for This Schedule$98,934
Representational Work07/07/2020$4,116
Representational Work08/12/2020$6,762
Representational Work09/11/2020$5,284
Representational Work10/12/2020$11,088
Representational Work11/10/2020$7,770
Representational Work12/09/2020$12,954
Representational Work01/07/2021$13,840
Representational Work02/09/2021$7,258
Representational Work03/09/2021$7,539
Representational Work04/08/2021$19,383
Name and Address
(A)
Bennett, Hartman, Morris & Kaplan, LLP

210 SW Morrison Ste 500
Portland
OR
97204
Type or Classification
(B)
Attorney
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$333
Total of All Transactions with this Payee/Payer for This Schedule$333
Name and Address
(A)
Brian J Turner

1194 Allegheny Way
Gerrardstown
WV
25420
Type or Classification
(B)
Mediation/Arbitration
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,000
TM Nego Prep04/02/2021$8,000
Name and Address
(A)
Harvey M Rose

1390 Market Street Suite 11
San Francisco
CA
94102
Type or Classification
(B)
Professional
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$24,910
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$24,910
TM Nego Cost analysis02/10/2021$8,460
TM Nego Cost analysis05/13/2021$16,450
Name and Address
(A)
iHeart Media
419499

Boston
MA
02241-9499
Type or Classification
(B)
Advertising
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,050
Total Non-Itemized Transactions with this Payee/Payer$12,956
Total of All Transactions with this Payee/Payer for This Schedule$25,006
Radio Advertisement for TM Apprenticeship Nego01/07/2021$6,025
Radio Advertisement for TM Apprenticeship Nego01/27/2021$6,025
Name and Address
(A)
Norman Brand Arbitrator

150 Lombard St., Ste 3
San Francisco
CA
94111
Type or Classification
(B)
Arbitration
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
Arbitration04/08/2021$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 001-158

Name and Address
(A)
Mary Botkin & Associates LLC

3215 SE Stark St
Portland
OR
97214
Type or Classification
(B)
Lobbyist
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$38,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$38,500
Lobbying Activities12/02/2020$5,500
Lobbying Activities01/15/2021$5,500
Lobbying Activities01/27/2021$5,500
Lobbying Activities03/04/2021$5,500
Lobbying Activities04/08/2021$5,500
Lobbying Activities05/17/2021$5,500
Lobbying Activities06/04/2021$5,500
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 001-158

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: 001-158

Name and Address
(A)
BNA
419889

Boston
MA
02241-9889
Type or Classification
(B)
Legal & Professional
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,952
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,952
Legal Representation06/02/2021$6,952
Name and Address
(A)
CashStar Inc
913248

Denver
CO
80291-3248
Type or Classification
(B)
Holiday Gifts
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,480
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$12,480
Holiday Gifts11/10/2020$12,480
Name and Address
(A)
Comcast Business
60533

City of Industry
CA
91716
Type or Classification
(B)
Utility - Internet & Phone Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,792
Total of All Transactions with this Payee/Payer for This Schedule$8,792
Name and Address
(A)
Easy Permit Postage
371874

Pittsburgh
PA
15250-7874
Type or Classification
(B)
Postage
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,016
Total Non-Itemized Transactions with this Payee/Payer$4,181
Total of All Transactions with this Payee/Payer for This Schedule$12,197
Postage05/12/2021$8,016
Name and Address
(A)
Liberty Mutual Insurance
91013

Chicago
IL
60680-1171
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,869
Total Non-Itemized Transactions with this Payee/Payer$1,402
Total of All Transactions with this Payee/Payer for This Schedule$15,271
Insurance Premium09/18/2020$13,869
Name and Address
(A)
Marlin Business Bank
13604

Philadelphia
PA
19101
Type or Classification
(B)
Equipment Lease
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,089
Total of All Transactions with this Payee/Payer for This Schedule$12,089
Name and Address
(A)
Multnomah County Oregon
2716

Portland
OR
97208-2716
Type or Classification
(B)
Property Tax
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,004
Total Non-Itemized Transactions with this Payee/Payer$384
Total of All Transactions with this Payee/Payer for This Schedule$11,388
Property Tax10/27/2020$11,004
Name and Address
(A)
Northwest Labor Press
13150

Portland
OR
97213
Type or Classification
(B)
Printing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$48,442
Total of All Transactions with this Payee/Payer for This Schedule$48,442
Name and Address
(A)
Pitney Bowes Global Financial Services
371887

Pittsburg
PA
15250
Type or Classification
(B)
Equipment Lease
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,330
Total of All Transactions with this Payee/Payer for This Schedule$5,330
Name and Address
(A)
Solutions YES

8300 SW Hunziker St
Portland
OR
97223
Type or Classification
(B)
Printing & Docuware
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,920
Total of All Transactions with this Payee/Payer for This Schedule$7,920
Name and Address
(A)
Township-United Building Services, LLC

7763 SW Cirrus Drive
Beaverton
OR
97008
Type or Classification
(B)
Repairs & Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,509
Total of All Transactions with this Payee/Payer for This Schedule$7,509
Name and Address
(A)
Traxton CPA

12725 SW 66th Avenue, S 202
Tigard
OR
97223
Type or Classification
(B)
Accounting & Audit Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$40,500
Total Non-Itemized Transactions with this Payee/Payer$4,797
Total of All Transactions with this Payee/Payer for This Schedule$45,297
Accounting & Audit Services10/27/2020$19,500
Accounting & Audit Services01/07/2021$15,000
Accounting & Audit Services04/02/2021$6,000
Name and Address
(A)
Wheatland Insurance

312 E 3rd Street
The Dalles
OR
97058
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,510
Total Non-Itemized Transactions with this Payee/Payer$300
Total of All Transactions with this Payee/Payer for This Schedule$11,810
Insurance Premium11/18/2020$11,510
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 001-158

Name and Address
(A)
DaVinci Digital, LLC

935 SE Hawthorne Blvd.
Portland
OR
97214
Type or Classification
(B)
Tech Support
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$28,641
Total of All Transactions with this Payee/Payer for This Schedule$28,641
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 001-158

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$273,131
Health & Dental InsuranceTri-Met$231,674
Health & Dental InsuranceStandard Insurance Company$14,452
Pension ContributionAmerican Funds Service Company$22,050
Reimburse Benefits Cost for Detailed MembersTo Members' Employers$4,955
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 001-158


Question 11(a):

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

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

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

Schedule 9, Row1:

Schedule 9, Row1:

Schedule 13, Row1:

Schedule 13, Row1::Active members currently working for an employer that the union represents. These members would be paying full time dues per the LU's Bylaws. These members vote for the full time officers, the executive board and liaison officers from their property.

Schedule 13, Row1:

Schedule 13, Row1::

Schedule 13, Row2:

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

Schedule 13, Row2:

Schedule 13, Row2:

Schedule 13, Row3:

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

Schedule 13, Row3:

Schedule 13, Row3:

Schedule 13, Row4:

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

Schedule 13, Row4:

Schedule 13, Row4:

Schedule 13, Row5:

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

Schedule 13, Row5:

Schedule 13, Row5:

Schedule 13, Row6:

Schedule 13, Row6:These members are on a Leave of Absence to serve in the armed forces and do not pay dues their per capita for International is also waived. These members vote on the full time officers, executive board officers, and the liaison officers from their property.

Schedule 13, Row6:

Schedule 13, Row6:
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)