545-929 (LM2) 06/30/2021

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
545-929

2. PERIOD COVERED
From	07/01/2020
Through	06/30/2021

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 TEAMSTERS
5. DESIGNATION (Local, Lodge, etc.) LOCAL UNION	6. DESIGNATION NBR 1932
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name KATHLEEN	Last Name BRENNAN
P.O Box - Building and Room Number
Number and Street 433 NORTH SIERRA WAY
City SAN BERNARDINO
State CA	ZIP Code + 4 924104831

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:

KATHLEEN BRENNAN

PRESIDENT

71. SIGNED:

KATHLEEN BRENNAN

PRESIDENT

Date:

Sep 28, 2021

Telephone Number:

909-889-8377

Date:

Sep 28, 2021

Telephone Number:

909-889-8377

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

ITEMS 10 THROUGH 21

FILE NUMBER: 545-929

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?	Yes
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?	09/2021

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

13,033

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	Varible	per	Pay Period	9.25	1.3%
(b) Working Dues/Fees	N/A	per	N/A	N/A	N/A
(c) Initiation Fees	10 Times	per	Hourly Rate	N/A	N/A
(d) Transfer Fees	N/A	per	N/A	N/A	N/A
(e) Work Permits	N/A	per	N/A	N/A	N/A

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

STATEMENT A - ASSETS AND LIABILITIES

FILE NUMBER: 545-929

ASSETS

ASSETS	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
22. Cash		$1,554,689	$1,760,020
23. Accounts Receivable	1	$0	$0
24. Loans Receivable	2	$0	$0
25. U.S. Treasury Securities		$0	$0
26. Investments	5
27. Fixed Assets	6	$2,978,421	$3,007,426
28. Other Assets	7	$190,140	$92,139
29. TOTAL ASSETS		$4,723,250	$4,859,585

LIABILITIES

LIABILITIES	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
30. Accounts Payable	8	$0
31. Loans Payable	9	$1,684,783	$1,161,658
32. Mortgages Payable		$0	$0
33. Other Liabilities	10	$0
34. TOTAL LIABILITIES		$1,684,783	$1,161,658

35. NET ASSETS

$3,038,467

$3,697,927

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

STATEMENT B - RECEIPTS AND DISBURSEMENTS

FILE NUMBER: 545-929

CASH RECEIPTS	SCH	AMOUNT
36. Dues and Agency Fees		$8,938,414
37. Per Capita Tax		$0
38. Fees, Fines, Assessments, Work Permits		$0
39. Sale of Supplies		$11,013
40. Interest		$5,739
41. Dividends		$0
42. Rents		$0
43. Sale of Investments and Fixed Assets	3	$400,000
44. Loans Obtained	9	$0
45. Repayments of Loans Made	2	$0
46. On Behalf of Affiliates for Transmittal to Them		$52,177
47. From Members for Disbursement on Their Behalf		$2,082
48. Other Receipts	14	$578,620
49. TOTAL RECEIPTS		$9,988,045

CASH DISBURSEMENTS		SCH	AMOUNT
50. Representational Activities		15	$2,730,299
51. Political Activities and Lobbying		16	$84,706
52. Contributions, Gifts, and Grants		17	$191,723
53. General Overhead		18	$1,353,802
54. Union Administration		19	$672,506
55. Benefits		20	$1,428,177
56. Per Capita Tax			$1,878,890
57. Strike Benefits			$0
58. Fees, Fines, Assessments, etc.			$0
59. Supplies for Resale			$6,578
60. Purchase of Investments and Fixed Assets		4	$624,268
61. Loans Made		2	$0
62. Repayment of Loans Obtained		9	$523,125
63. To Affiliates of Funds Collected on Their Behalf			$51,838
64. On Behalf of Individual Members			$2,094
65. Direct Taxes			$234,708

66. Subtotal			$9,782,714
67. Withholding Taxes and Payroll Deductions
67a. Total Withheld	$978,760
67b. Less Total Disbursed	$978,760
67c. Total Withheld But Not Disbursed
68. TOTAL DISBURSEMENTS			$9,782,714

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

SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE

FILE NUMBER: 545-929

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: 545-929

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: 545-929

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	$377,026	$363,303	$400,000	$400,000
Building - 463 N. Sierra Way	$270,946	$257,223	$257,223	$257,223
Land - 463 N. Sierra Way	$106,080	$106,080	$142,777	$142,777

				Less Reinvestments	$0
(The total from Net Sales Line will be automatically entered in Item 43)				Net Sales	$400,000

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

SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 545-929

Description (if land or buildings, give location) (A)	Cost (B)	Book Value (C)	Cash Paid (D)
Total of all lines above	$624,268	$624,268	$624,268
421 N. Furniture & Fixtures	$25,644	$25,644	$25,644
421 N. Building Improvements	$461,101	$461,101	$461,101
Building Improvements	$90,803	$90,803	$90,803
Furniture & Fixtures	$36,570	$36,570	$36,570
Vehicles	$10,150	$10,150	$10,150

		Less Reinvestments	$0
(The total from Net Purchases Line will be automatically entered in Item 60.)		Net Purchases	$624,268

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

SCHEDULE 5 - INVESTMENTS

FILE NUMBER: 545-929

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))

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

SCHEDULE 6 - FIXED ASSETS

FILE NUMBER: 545-929

Description (A)	Cost or Other Basis (B)	Total Depreciation or Amount Expensed (C)	Book Value (D)	Value (E)
A. Land (give location)
Land 1 : 433 N Sierra Way, San Bernardino, CA 92410	$80,386		$80,386	$80,386
Land 2 : 421 N Sierra Way, San Bernardino, CA 92410	$605,745		$605,745	$605,745

B. Buildings (give location)
Building 1 : 433 N Sierra Way, San Bernardino, CA 92410	$2,705,570	$2,185,428	$520,141	$520,141
Building 2 : 421 N Sierra Way, San Bernardino, CA 92410	$1,555,356	$41,293	$1,514,063	$1,514,063

C. Automobiles and Other Vehicles

$292,854

$141,297

$151,557

D. Office Furniture and Equipment

$722,252

$586,718

$135,534

E. Other Fixed Assets

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

$5,962,163

$2,954,736

$3,007,426

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

SCHEDULE 7 - OTHER ASSETS

FILE NUMBER: 545-929

Description (A)	Book Value (B)
Total (Total will be automatically entered in Item 28, Column(B))	$92,139
Gifford Deposit	$1,373
Loan Fees	$8,000
Finance Lease ROU Asset	$54,216
Operating Lease ROU Asset	$28,550

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

SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE

FILE NUMBER: 545-929

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: 545-929

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	$1,684,783	$0	$523,125	$0	$1,161,658
Totals will be automatically entered in...	Item 31 Column (C)	Item 44	Item 62	Item 69 with Explanation	Item 31 Column (D)
Financial Institution - Bank	$415,392	$0	$415,392	$0	$0
Financial Institution - Bank	$1,100,000	$0	$38,769	$0	$1,061,231
Finance Lease	$169,391	$0	$68,964	$0	$100,427

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

SCHEDULE 10 - OTHER LIABILITIES

FILE NUMBER: 545-929

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: 545-929

(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

Ballard , Don
Vice President
C

$6,000

$890

$6,890

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Brennan , Kathleen
Presidentg
C

$6,000

$1,606

$7,606

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Korgan , Randel
Secretary Treasurer
C

$258,510

$7,200

$13,028

$278,738

Schedule 15
Representational Activities

98 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

2 %

A
B
C

Larkin , Marcie
Trustee
C

$6,000

$1,393

$7,393

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

McDowell , Richard E
Advisory Board
C

$6,000

$50

$6,050

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Nevarez , Robert
Advisory Board
C

$6,000

$100

$6,100

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Orellana , Sheri
Recording Secretary
C

$115,517

$7,200

$3,695

$126,412

Schedule 15
Representational Activities

93 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

5 %

A
B
C

Perez , Julia
Advisory Board
N

$6,000

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Rafeedie , Nidal
Trustee
C

$6,000

$2,272

$8,272

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Romero , Martha
Trustee
C

$64,231

$3,967

$68,198

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Soto , Tony
Trustee
N

$2,000

$1,261

$3,261

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Gallegos , Rebecca
Advisory Board
C

$2,000

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

Total Officer Disbursements	$438,258	$60,400	$28,262	$0	$526,920
Less Deductions					$161,219
Net Disbursements					$365,701

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

SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES

FILE NUMBER: 545-929

(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

Cadena , Steve
Business Agent
N/A

$106,820

$7,200

$4,199

$118,219

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

Carl , Susan
Business Agent/ Organizer
N/A

$101,921

$7,200

$1,340

$110,461

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Chandler , Atreus
Business Agent
N/A

$94,149

$7,200

$2,661

$104,010

Schedule 15
Representational Activities

98 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Delgado , Juan
Business Agent
N/A

$106,490

$7,800

$6,434

$120,724

Schedule 15
Representational Activities

90 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Estrada , Steven
Facilities Maintenance
N/A

$41,297

$63

$41,360

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

100 %

Schedule 19
Administration

0 %

A
B
C

Farugia , David
Business Agent
N/A

$111,410

$7,200

$6,792

$125,402

Schedule 15
Representational Activities

93 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

5 %

A
B
C

Fiorino , Luis
Retiree Liaison
N/A

$18,000

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Fraley , Michelle
Receptionist
N/A

$25,490

$59

$25,549

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

Fuller , Edgar
Business Agent
N/A

$94,707

$7,200

$7,899

$109,806

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Gallegos , Abraham
Business Agent
N/A

$96,380

$7,200

$6,515

$110,095

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Gonzales , Carlos
Business Agent
N/A

$133,355

$7,200

$10,658

$151,213

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Harts , Natalie
Staff Coordinator
N/A

$129,303

$7,200

$9,867

$146,370

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

Heredia , Paula
Member Benefits
N/A

$55,320

$556

$55,876

Schedule 15
Representational Activities

2 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

98 %

A
B
C

Lepins , Rebecca
Community Services
N/A

$24,000

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Lopez , Fatima
Receptionist
N/A

$41,682

$202

$41,884

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

Lopez-Blanco , Rafael
TA Assistant Director
N/A

$85,066

$7,200

$4,443

$96,709

Schedule 15
Representational Activities

65 %

Schedule 16
Political Activities and Lobbying

15 %

Schedule 17
Contributions

5 %

Schedule 18
General Overhead

5 %

Schedule 19
Administration

10 %

A
B
C

Martinez , Doug
Business Agent
N/A

$94,131

$7,200

$4,117

$105,448

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

20 %

A
B
C

Orr , Mark
TA Director
N/A

$91,230

$7,200

$5,429

$103,859

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

20 %

Schedule 19
Administration

0 %

A
B
C

Palazuelos , Anabel
Office Manager
N/A

$100,801

$5,400

$7,545

$113,746

Schedule 15
Representational Activities

4 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

1 %

Schedule 19
Administration

95 %

A
B
C

Randolph , Babara
Secretary
N/A

$52,995

$374

$53,369

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

Rodriguez , Esilia
TITAN Operator
N/A

$64,584

$24

$64,608

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

Shultz , Laura
Field Mobilization Rep.
N/A

$66,989

$7,200

$3,096

$77,285

Schedule 15
Representational Activities

98 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Sierra , Peter
Business Agent
N/A

$99,225

$7,200

$6,338

$112,763

Schedule 15
Representational Activities

98 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Smith , Richard
Business Agent
N/A

$91,826

$7,200

$11,534

$110,560

Schedule 15
Representational Activities

90 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Swallow , Jenn
Secretary
N/A

$56,056

$22

$56,078

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

Vanderford , Shannon
TITAN Operator
N/A

$55,369

$22

$55,391

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

Vasquez , Mario
Communication Coordinator
N/A

$87,611

$7,200

$4,305

$99,116

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

5 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

5 %

Schedule 19
Administration

10 %

A
B
C

Warren , Dianne
Organizer
N/A

$87,566

$7,200

$9,799

$104,565

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Whittington , Barbara
Business Agent
N/A

$94,210

$7,200

$9,737

$111,147

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

3 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

97 %

A
B
C

Wood , William B
Business Agent
N/A

$24,000

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Zendejas , Beth
Political Coordinator
N/A

$117,670

$7,200

$10,190

$135,060

Schedule 15
Representational Activities

95 %

Schedule 16
Political Activities and Lobbying

5 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS

$4,074

$2,330

$6,404

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

Total Employee Disbursements	$2,387,727	$208,800	$136,550	$0	$2,733,077
Less Deductions					$805,842
Net Disbursements					$1,927,235

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

SCHEDULE 13 - MEMBERSHIP STATUS

FILE NUMBER: 545-929

Category of Membership (A)	Number (B)	Voting Eligibility (C)
Members (Total of all lines above)	13,033
Agency Fee Payers*	153
Total Members/Fee Payers	13,186
*Agency Fee Payers are not considered members of the labor organization.
Active Members	13,033	Yes

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

DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19

FILE NUMBER: 545-929

SCHEDULE 14 OTHER RECEIPTS
1. Named Payer Itemized Receipts	$319,520
2. Named Payer Non-itemized Receipts	$74,644
3. All Other Receipts	$184,456
4. Total Receipts	$578,620

SCHEDULE 17 CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements	$110,750
2. Named Payee Non-itemized Disbursements	$7,650
3. To Officers	$0
4. To Employees	$4,835
5. All Other Disbursements	$68,488
6. Total Disbursements	$191,723

SCHEDULE 15 REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements	$205,074
2. Named Payee Non-itemized Disbursements	$29,677
3. To Officers	$512,496
4. To Employees	$1,931,250
5. All Other Disbursements	$51,802
6. Total Disbursements	$2,730,299

SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee Itemized Disbursements	$561,188
2. Named Payee Non-itemized Disbursements	$688,368
3. To Officers	$0
4. To Employees	$73,060
5. All Other Disbursements	$31,186
6. Total Disbursements	$1,353,802

SCHEDULE 16 POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements	$0
2. Named Payee Non-itemized Disbursements	$6,653
3. To Officers	$2,528
4. To Employees	$74,296
5. All Other Disbursements	$1,229
6. Total Disbursements	$84,706

SCHEDULE 19 UNION ADMINISTRATION
1. Named Payee Itemized Disbursements	$0
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$11,896
4. To Employees	$649,637
5. All Other Disbursements	$10,973
6. Total Disbursements	$672,506

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

SCHEDULE 14 - OTHER RECEIPTS

FILE NUMBER: 545-929

Name and Address
(A)

Arrowhead Credit Union
4100

Rancho Cucamonga
CA
91729

Type or Classification
(B)

Financial Intitution

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$76,000
Total Non-Itemized Transactions with this Payee/Payer		$11,000
Total of All Transactions with this Payee/Payer for This Schedule		$87,000
Arrowhead CU Building Rent	08/06/2020	$15,000
Arrowhead CU Building Rent	12/07/2020	$15,000
Arrowhead CU Building & ATM Rent	11/05/2020	$16,000
Arrowhead CU Building Rent	09/08/2020	$15,000
Arrowhead CU Building Rent	10/05/2020	$15,000

Name and Address
(A)

Arrowhead Credit Union - PLM

8686 Haven Ave.
Rancho Cucamonga
CA
91730

Type or Classification
(B)

Financial Institution

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$30,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$30,000
Rent July 2020 + Deposit	08/04/2020	$30,000

Name and Address
(A)

International Brotherhood of Teamsters

25 Louisiana Ave
Washington
DC
20001

Type or Classification
(B)

Labor Union

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$173,318
Total Non-Itemized Transactions with this Payee/Payer		$23,526
Total of All Transactions with this Payee/Payer for This Schedule		$196,844
Salary Reimbursement	04/01/2021	$11,023
Salary Reimbursement	04/01/2021	$11,023
Salary Reimbursement	11/16/2020	$35,070
Salary Reimbursement	05/27/2021	$6,884
Salary Reimbursement	04/01/2021	$14,666
Salary Reimbursement	03/04/2021	$14,545
Salary Reimbursement	07/28/2020	$20,390
Salary Reimbursement	07/08/2020	$17,139
Salary Reimbursement	04/01/2021	$11,906
Salary Reimbursement	06/16/2021	$7,204
Salary Reimbursement	06/16/2021	$5,124
Salary Reimbursement	05/06/2021	$18,344

Name and Address
(A)

Liberty Mutual Group
8500

Dover
NH
03821-8500

Type or Classification
(B)

Insurance Company

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$14,445
Total of All Transactions with this Payee/Payer for This Schedule		$14,445

Name and Address
(A)

Teamsters Local 63

379 W. Valley Blvd
Rialto
CA
92376

Type or Classification
(B)

Labor Union

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$40,202
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$40,202
Teamsters Advantage Program Salary Reimbursement	01/08/2021	$9,796
Teamsters Advantage Program Salary Reimbursement	05/06/2021	$9,693
Teamsters Advantage Program Salary Reimbursement	12/08/2020	$9,056
Teamsters Advantage Program Salary Reimbursement	09/23/2020	$5,891
Teamsters Advantage Program Salary Reimbursement	02/17/2021	$5,766

Name and Address
(A)

Zenith

433 N. Sierra Way
San Bernardino
CA
92410

Type or Classification
(B)

Insurance Administrator

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$25,673
Total of All Transactions with this Payee/Payer for This Schedule		$25,673

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

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES

FILE NUMBER: 545-929

Name and Address
(A)

Advanced Depositions

1600 Market St. Suite 1700
Philadelphia
PA
19103

Type or Classification
(B)

Deposition Service

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$7,280
Total of All Transactions with this Payee/Payer for This Schedule		$7,280

Name and Address
(A)

Daniel R. Saling, ESQ.

33192 Ocean Hill Dr.
Dana Point
CA
92629

Type or Classification
(B)

Arbitrator & Mediator

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,106
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$5,106
Arbitration Services	09/30/2020	$5,106

Name and Address
(A)

Hayes, Ortega & Sanchez LLP

3625 Ruffin Road #300
San Diego
CA
92123

Type or Classification
(B)

Attorney

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$199,968
Total Non-Itemized Transactions with this Payee/Payer		$22,397
Total of All Transactions with this Payee/Payer for This Schedule		$222,365
Service retainer	03/17/2021	$15,000
Service retainer	07/28/2020	$15,000
Service retainer	11/16/2020	$15,000
Service retainer	12/31/2020	$15,000
Service retainer	06/16/2021	$15,000
Service retainer	05/20/2021	$15,000
Service retainer	02/17/2021	$15,000
Service retainer	04/21/2021	$15,000
Service retainer	10/20/2020	$15,000
Service retainer	09/24/2020	$15,000
Outside Retainer	03/17/2021	$5,742
Outside Retainer	01/12/2021	$8,101
Outside Retainer	02/17/2021	$6,125
Service retainer	02/10/2021	$15,000
Service retainer	08/26/2020	$15,000

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

SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING

FILE NUMBER 545-929

Name and Address
(A)

Uribe Printing, Inc

2900 Adams Street, #A-25
Riverside
CA
92504

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		$6,653
Total of All Transactions with this Payee/Payer for This Schedule		$6,653

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

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS

FILE NUMBER: 545-929

Name and Address
(A)

Apple Store

12461 S. Main Street
Rancho Cucamonga
CA
91739

Type or Classification
(B)

Retail Store

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,749
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$5,749
Donation of 16 IPADS- ARMC COVID Unit	10/01/2020	$5,749

Name and Address
(A)

Children's Fund

348 W. Hospitality Lane #11
San Bernardino
CA
92408

Type or Classification
(B)

501(c)(3) organization

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$5,000
Charitable Contribution	07/28/2020	$5,000

Name and Address
(A)

Christmas Cheer All Year

11149 Highview Dr
Rancho Cucamonga
CA
91737

Type or Classification
(B)

501(c)(3) organization

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$5,000
Charitable Contribution	08/26/2020	$5,000

Name and Address
(A)

JC 42 Charity

981 Corporate Center Dr #20
Pomona
CA
91768

Type or Classification
(B)

501(c)(3) organization

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$20,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$20,000
Charitable Contribution	06/29/2021	$20,000

Name and Address
(A)

Ronald McDonald House Inland Empire

11365 Anderson Street
Loma Linda
CA
92354

Type or Classification
(B)

501(c)(3) organization

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,001
Total Non-Itemized Transactions with this Payee/Payer		$3,000
Total of All Transactions with this Payee/Payer for This Schedule		$13,001
Charitable Contribution	06/29/2021	$5,000
Charitable Contribution	09/22/2020	$5,001

Name and Address
(A)

SEBA Charity Fund

735 E. Carnegie Dr #125
San Bernardino
CA
92408

Type or Classification
(B)

501(c)(3) organization

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$5,000
Charitable Contribution	04/27/2021	$5,000

Name and Address
(A)

Susan G. Komen Inland Empire
1266

Riverside
CA
92501

Type or Classification
(B)

501(c)(3) organization

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$5,000
Charitable Contribution	07/31/2020	$5,000

Name and Address
(A)

Teamsters Local 1932 Charity

433 N Sierra Way
San Bernardino
CA
92410

Type or Classification
(B)

501(c)(3) organization

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$25,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$25,000
Charitable Contribution	09/22/2020	$25,000

Name and Address
(A)

Teamsters Local 630

750 S. Stanford Ave
Los Angeles
CA
90021-1416

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		$0
Total of All Transactions with this Payee/Payer for This Schedule		$5,000
Valley Produce Hardship	07/02/2020	$5,000

Name and Address
(A)

Youth Helpers
728

Upland
CA
91785

Type or Classification
(B)

501(c)(3) organization

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$25,000
Total Non-Itemized Transactions with this Payee/Payer		$4,650
Total of All Transactions with this Payee/Payer for This Schedule		$29,650
Charitable Contribution	08/26/2020	$25,000

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

SCHEDULE 18 - GENERAL OVERHEAD

FILE NUMBER: 545-929

Name and Address
(A)

4imprint

101 Commerce St. PO Box 320
Oshkosh
WI
54901

Type or Classification
(B)

Direct marketer of promotional merchandise

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$23,065
Total Non-Itemized Transactions with this Payee/Payer		$8,265
Total of All Transactions with this Payee/Payer for This Schedule		$31,330
Promotional Supplies	06/29/2021	$6,718
Promotional Supplies	11/01/2020	$9,574
Promotional Supplies	06/29/2021	$6,773

Name and Address
(A)

A to Z Printing
666

Riverside
CA
92502

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		$20,845
Total of All Transactions with this Payee/Payer for This Schedule		$20,845

Name and Address
(A)

A.J. Longo & Associates

253 N. Lake Ave
Pasadena
CA
91101

Type or Classification
(B)

Insurance Agency

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$43,097
Total Non-Itemized Transactions with this Payee/Payer		$559
Total of All Transactions with this Payee/Payer for This Schedule		$43,656
Union Legal Liability Policy	04/14/2021	$36,211
Exess Liability Policy	02/17/2021	$6,886

Name and Address
(A)

Arrowhead Credit Union - PLM

8686 Haven Ave
Rancho Cucamonga
CA

Type or Classification
(B)

Financial Institution

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$21,796
Total Non-Itemized Transactions with this Payee/Payer		$5,089
Total of All Transactions with this Payee/Payer for This Schedule		$26,885
Deposit Return - 421 N Sierra Way	01/20/2021	$15,000
Utility Expense	08/31/2020	$6,796

Name and Address
(A)

AT&T
5091

Cedar Stram
IL
60197-5019

Type or Classification
(B)

Utility Provider

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,597
Total of All Transactions with this Payee/Payer for This Schedule		$5,597

Name and Address
(A)

Burrtec Waste Industries Inc

5455 Industrial Pkwy
San Bernardino
CA
92407

Type or Classification
(B)

Refuge Service

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$8,813
Total of All Transactions with this Payee/Payer for This Schedule		$8,813

Name and Address
(A)

City of San Bernardino-Water
710

San Bernardino
CA
92402

Type or Classification
(B)

Utility Provider

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$7,218
Total of All Transactions with this Payee/Payer for This Schedule		$7,218

Name and Address
(A)

Costco Wholesale

6333 Telegraph Rd
Commerce
CA
90040

Type or Classification
(B)

Wholesale Warehouse

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$24,331
Total of All Transactions with this Payee/Payer for This Schedule		$24,331

Name and Address
(A)

COIT Cleaning and Restoration

1855 Mountain Ave
Monrovia
CA
91016

Type or Classification
(B)

Cleaning Service

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$16,877
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$16,877
Sanitation of all offices-COVID19	07/28/2020	$10,392
Sanitation of all offices-COVID19	08/01/2020	$6,485

Name and Address
(A)

Duffy Kruspodin, LLP

21600 Oxnard St. Suite 2000
Woodland Hills
CA
91367-4969

Type or Classification
(B)

CPA Firm

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$107,675
Total Non-Itemized Transactions with this Payee/Payer		$16,590
Total of All Transactions with this Payee/Payer for This Schedule		$124,265
CPA/Auditing Services	12/31/2020	$45,988
CPA/Auditing Services	08/12/2020	$8,979
CPA/Auditing Services	11/04/2020	$44,878
CPA/Auditing Services	10/30/2020	$7,830

Name and Address
(A)

Image Source

L-4039
Columbus
OH
43260

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		$5,260
Total of All Transactions with this Payee/Payer for This Schedule		$5,260

Name and Address
(A)

In and Out

13502 Hamburger Lane
Baldwin Park
CA
91706

Type or Classification
(B)

Restaurant

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,431
Total Non-Itemized Transactions with this Payee/Payer		$4,321
Total of All Transactions with this Payee/Payer for This Schedule		$10,752
Meal for Car Show 5.15.21	05/13/2021	$6,431

Name and Address
(A)

Inland Empire 66ers

280 South E St.
San Bernardino
CA
92401

Type or Classification
(B)

Sports Team Organization

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,000
Total of All Transactions with this Payee/Payer for This Schedule		$6,000

Name and Address
(A)

K & T Netcom

3406 Bartlett
Rosemead
CA
91770

Type or Classification
(B)

IT Support Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$34,408
Total Non-Itemized Transactions with this Payee/Payer		$31,282
Total of All Transactions with this Payee/Payer for This Schedule		$65,690
Cabling - 425 - 2nd Floor	02/10/2021	$10,750
IT Services April 2021	04/14/2021	$6,149
IT Services May 2021	05/20/2021	$6,819
IT Services November 2020	11/16/2020	$5,315
IT Services September 2020	09/14/2020	$5,375

Name and Address
(A)

Lamar

449 E. Parkcenter Circle So
San Berardino
CA
92408

Type or Classification
(B)

Advertising Company

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,350
Total Non-Itemized Transactions with this Payee/Payer		$114,800
Total of All Transactions with this Payee/Payer for This Schedule		$122,150
Advertising	11/18/2020	$7,350

Name and Address
(A)

LAB1419

9821 Garvey Ave.
South El Monte
CA
91733

Type or Classification
(B)

Promotional Items Supplier

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,283
Total Non-Itemized Transactions with this Payee/Payer		$4,813
Total of All Transactions with this Payee/Payer for This Schedule		$13,096
ARMC Shirts "Not all heroes wear capes"	02/23/2021	$8,283

Name and Address
(A)

Marathon Media Properties
788

Loma Linda
CA
92354

Type or Classification
(B)

Communications/Media

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$31,200
Total of All Transactions with this Payee/Payer for This Schedule		$31,200

Name and Address
(A)

MGM Resorts International
748137

Los Angeles
CA
90074-8137

Type or Classification
(B)

Hotel

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$39,143
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$39,143
Teamsters Women's Conference	06/30/2021	$39,143

Name and Address
(A)

Mow It Down Landscaping, Inc.
2945

Riverside
CA
92516-2945

Type or Classification
(B)

Landscaping Service

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$13,074
Total of All Transactions with this Payee/Payer for This Schedule		$13,074

Name and Address
(A)

National Security Electronics

1275 N. Tustin Ave
Anaheim
CA
92807

Type or Classification
(B)

Security Monitoring Company

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$9,977
Total Non-Itemized Transactions with this Payee/Payer		$780
Total of All Transactions with this Payee/Payer for This Schedule		$10,757
Labor/Instillation for Security System	12/31/2020	$9,977

Name and Address
(A)

Office Depot
29248

Phoenix
AZ
85038-9248

Type or Classification
(B)

Office Supplies Retailer

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$17,921
Total of All Transactions with this Payee/Payer for This Schedule		$17,921

Name and Address
(A)

PAYCHEX

1420 Iowa Ave Ste 100
Riverside
CA
92507

Type or Classification
(B)

Payroll Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$8,004
Total of All Transactions with this Payee/Payer for This Schedule		$8,004

Name and Address
(A)

Point Emblems

1885 5075 S. St
Roy
UT
84067

Type or Classification
(B)

Promotional Product Supplier

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,929
Total Non-Itemized Transactions with this Payee/Payer		$3,268
Total of All Transactions with this Payee/Payer for This Schedule		$12,197
Challenge Coins	11/16/2020	$8,929

Name and Address
(A)

Power Conversion Systems

407 W. Imperial Hwy SteH336
Brea
CA
92821

Type or Classification
(B)

Service Maintenance Provider

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,178
Total of All Transactions with this Payee/Payer for This Schedule		$5,178

Name and Address
(A)

Procam
1269

Yucaipa
CA
92399

Type or Classification
(B)

Security Service Provider

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$8,244
Total of All Transactions with this Payee/Payer for This Schedule		$8,244

Name and Address
(A)

Quadient
123682 Dept. 3682

Dallas
TX
75312-3682

Type or Classification
(B)

Postage Meter Retailer

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$11,180
Total of All Transactions with this Payee/Payer for This Schedule		$11,180

Name and Address
(A)

Romualdo A. Sanchez

831 E. D St. Apt B
Ontario
CA
91764

Type or Classification
(B)

Videography/Communication Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$25,500
Total of All Transactions with this Payee/Payer for This Schedule		$25,500

Name and Address
(A)

SBC Tax Collector

268 W. Hospitality Ln.
San Bernardino
CA
92415-0360

Type or Classification
(B)

Tac Collector

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$78,786
Total Non-Itemized Transactions with this Payee/Payer		$16,463
Total of All Transactions with this Payee/Payer for This Schedule		$95,249
Property Taxes	11/11/2020	$11,849
Property Taxes	12/02/2020	$11,849
Property Taxes	11/11/2020	$27,544
Property Taxes	12/02/2020	$27,544

Name and Address
(A)

Seneca Insurance Company Inc

160 Water St. 16th Floor
New York
NY
10038-4922

Type or Classification
(B)

Insurance Agency

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$14,300
Total Non-Itemized Transactions with this Payee/Payer		$6,370
Total of All Transactions with this Payee/Payer for This Schedule		$20,670
Commercial Insurance	07/28/2020	$14,300

Name and Address
(A)

Southern California Edison
300

Rosemead
CA
91772-0001

Type or Classification
(B)

Utilities Provided

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$54,108
Total of All Transactions with this Payee/Payer for This Schedule		$54,108

Name and Address
(A)

Spectrum
223085

Pittsburg
PA
15251-2085

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		$5,604
Total of All Transactions with this Payee/Payer for This Schedule		$5,604

Name and Address
(A)

The Hartford - Group Benefits Division

One Hartford Plaza
Hartford
CT
06155

Type or Classification
(B)

Financial services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$28,175
Total Non-Itemized Transactions with this Payee/Payer		$7,584
Total of All Transactions with this Payee/Payer for This Schedule		$35,759
Annual Workman's Comp Insurance	03/01/2021	$28,175

Name and Address
(A)

Toy Locker RV & Boat Storage

300 Kansas St.
Redlands
CA
92373

Type or Classification
(B)

Storage Company

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$8,050
Total of All Transactions with this Payee/Payer for This Schedule		$8,050

Name and Address
(A)

Traffic Management

2712 E. La Cadena Dr.
Riverside
CA
92507

Type or Classification
(B)

Traffic Management

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,694
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$7,694
Street Closure for Car Show 5.15.21	06/02/2021	$7,694

Name and Address
(A)

U.S.A. Elastics

N/A
Los Angeles
CA
90003

Type or Classification
(B)

Retail

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,800
Total Non-Itemized Transactions with this Payee/Payer		$9,300
Total of All Transactions with this Payee/Payer for This Schedule		$15,100
Masks for Essential Worker Members	12/31/2020	$5,800

Name and Address
(A)

United Business Bank

100 Hegenberger Rd #110
Oakland
CA
94621-1447

Type or Classification
(B)

Financial Institution

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$61,041
Total of All Transactions with this Payee/Payer for This Schedule		$61,041

Name and Address
(A)

United Financial Causality Company

Dept. 0561
Carol Stream
IL
60132-0561

Type or Classification
(B)

Insurance Company

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,798
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$6,798
Insurance on Bus	12/02/2020	$6,798

Name and Address
(A)

Uribe Printing, Inc

2900 Adams Street, #A-25
Riverside
CA
92504

Type or Classification
(B)

Printing

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$68,395
Total Non-Itemized Transactions with this Payee/Payer		$6,568
Total of All Transactions with this Payee/Payer for This Schedule		$74,963
County MOU	01/06/2021	$15,461
County MOU	01/20/2021	$26,801
County MOU	02/19/2021	$5,294
Newsletter	05/13/2021	$10,425
Newsletter	12/16/2020	$10,414

Name and Address
(A)

Verizon Wireless
660108

Dallas
TX
75266-0108

Type or Classification
(B)

Telecommunication company

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$28,154
Total of All Transactions with this Payee/Payer for This Schedule		$28,154

Name and Address
(A)

Victory Branding and Promotions

2279 Eagle Glen Pkwy112-113
Corona
CA
92883

Type or Classification
(B)

Promotional Item Retailer

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$18,629
Total Non-Itemized Transactions with this Payee/Payer		$1,303
Total of All Transactions with this Payee/Payer for This Schedule		$19,932
Giveaway Shirts for Car Show 5.15.21	04/27/2021	$18,629

Name and Address
(A)

Voice Carrier
742541

Los Angeles
CA
90074

Type or Classification
(B)

Utility Provider

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,148
Total of All Transactions with this Payee/Payer for This Schedule		$6,148

Name and Address
(A)

Wilson Property Services, Inc. ITF

8120 E. Cactus Rd Ste 300
Scottsdale
AZ
85260

Type or Classification
(B)

Property Management

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$10,729
Total of All Transactions with this Payee/Payer for This Schedule		$10,729

Name and Address
(A)

Xerox Corporation
7405

Pasadena
CA
91109

Type or Classification
(B)

Printing Equipment Retailer

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$48,611
Total of All Transactions with this Payee/Payer for This Schedule		$48,611

Name and Address
(A)

Xerox Financial Services
202882

Dallas
TX
75320-2882

Type or Classification
(B)

Printing Equipment Retailer

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,580
Total Non-Itemized Transactions with this Payee/Payer		$30,203
Total of All Transactions with this Payee/Payer for This Schedule		$35,783
Copier Rental	12/16/2020	$5,580

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

SCHEDULE 19 - UNION ADMINISTRATION

FILE NUMBER: 545-929

There was no data found for this schedule.

SCHEDULE 20 - BENEFITS

FILE NUMBER: 545-929

Description (A)	To Whom Paid (B)	Amount (C)
Total of all lines above (Total will be automatically entered in Item 55.)		$1,428,177
Death Benefits	Local	$109,000
Pension	Trust	$736,280
Group Life Insurance	Insurance Company	$9,133
Health & Welfare	Insurance Company	$549,750
Legal Insurance	Trust	$6,107
Disability Insurance	Insurance Company	$17,827
Other benefits paid	Local	$80

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

69. ADDITIONAL INFORMATION SUMMARY

FILE NUMBER: 545-929

Item 71 Title: PRESIDENT IS AUTHORIZED TO SIGN LM2

Question 11(a):

Question 11(a): : SBPEA-PAC, San Bernardino Public Employee's Association Political Action Committee, California Secretary of State, Political Reform Division

Question 11(b):

Question 11(b): : San Bernardino Public Insurance Services, Inc, files IRS form 1120 and 100 CA and is considered a subsidiary organization and is consolidated in this form. Teamsters Local 1932 Charity files IRS form 1120 and 100 CA and is considered a subsidiary organization and is consolidated in this form.

Question 12: The audit was performed by an outside accounting firm: Duffy Kruspodin, LLP Certified Public Accountants

Statement A,

Cash Begin Total: The addition of the beginning cash amount of $30,411 for the inclusion of the Subsidiary charitable organization in this years combined consolidated statement of the three entities.

Schedule 9, Row1:

Schedule 9, Row1::::::::

Schedule 9, Row2:

Schedule 9, Row2::::::::

Schedule 9, Row3:

Schedule 9, Row3::::::::

Schedule 13, Row1:

Schedule 13, Row1:Active members group consists of New Applicants, Officers, Stewards and all members that do not opt out of full union membership. All active members pay full dues based on the organizational agreement with the employer.

Schedule 13, Row1:

Schedule 13, Row1:



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