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:
01-31-2025
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
039-553
2.
PERIOD COVERED
From
01/01/2021
Through
12/31/2021
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
LABORERS
5. DESIGNATION (Local, Lodge, etc.)
DISTRICT COUNCIL
6. DESIGNATION NBR
7. UNIT NAME (if any)
OREGON AND SOUTHERN IDAHO
8. MAILING ADDRESS (Type or print in capital
letters)
First Name
Jeffrey
Last Name
Gritz
P.O Box - Building and Room Number
Suite 201
Number and Street
17230 NE Sacramento St.
City
PORTLAND
State
OR
ZIP Code + 4
97230
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:
Matthew R Jensen
PRESIDENT
71. SIGNED:
Jeffrey D Gritz
TREASURER
Date:
Mar 23, 2022
Telephone
Number:
503-758-9303
Date:
Mar 23, 2022
Telephone
Number:
503-760-2933
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21
FILE NUMBER:
039-553
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?
$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?
Yes
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?
Yes
19. What is the date of the labor
organization's next regular election of officers?
08/2025
20. How many members did the labor organization
have at the end of the reporting period?
3,804
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
N/A
per
N/A
N/A
N/A
(b) Working Dues/Fees
dollars
per
hour
1..54
2.14
(c) Initiation Fees
N/A
per
N/A
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:
039-553
ASSETS
ASSETS
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash
$3,209,858
$1,189,579
23. Accounts Receivable
1
$0
$125,828
24. Loans Receivable
2
$100,824
$94,204
25. U.S. Treasury
Securities
$0
$0
26. Investments
5
$113,567
$2,149,359
27. Fixed Assets
6
$177,412
$138,057
28. Other Assets
7
$8,145
$4,680
29.
TOTAL ASSETS
$3,609,806
$3,701,707
LIABILITIES
LIABILITIES
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable
8
$636
$35,277
31. Loans Payable
9
$0
32. Mortgages Payable
$0
$0
33. Other Liabilities
10
$8,573
$16,820
34. TOTAL
LIABILITIES
$9,209
$52,097
35. NET
ASSETS
$3,600,597
$3,649,610
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B -
RECEIPTS AND DISBURSEMENTS
FILE NUMBER:
039-553
CASH
RECEIPTS
SCH
AMOUNT
36. Dues and Agency Fees
$1,348,799
37. Per Capita Tax
$42,354
38. Fees, Fines,
Assessments, Work Permits
$0
39. Sale of Supplies
$0
40. Interest
$5,401
41. Dividends
$39,747
42. Rents
$0
43. Sale of Investments
and Fixed Assets
3
$1,721,668
44. Loans Obtained
9
$0
45. Repayments of Loans
Made
2
$6,620
46. On Behalf of
Affiliates for Transmittal to Them
$0
47. From Members for
Disbursement on Their Behalf
$0
48. Other Receipts
14
$66,659
49. TOTAL RECEIPTS
$3,231,248
CASH DISBURSEMENTS
SCH
AMOUNT
50.
Representational Activities
15
$241,066
51.
Political Activities and Lobbying
16
$197,790
52.
Contributions, Gifts, and Grants
17
$64,187
53. General
Overhead
18
$451,224
54. Union
Administration
19
$97,445
55. Benefits
20
$389,676
56. Per
Capita Tax
$0
57. Strike
Benefits
$0
58. Fees,
Fines, Assessments, etc.
$0
59. Supplies
for Resale
$0
60. Purchase
of Investments and Fixed Assets
4
$3,768,056
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
$0
65. Direct
Taxes
$47,502
66. Subtotal
$5,256,946
67.
Withholding Taxes and Payroll Deductions
67a. Total
Withheld
$270,674
67b. Less Total
Disbursed
$265,255
67c.
Total Withheld But Not Disbursed
$5,419
68.
TOTAL DISBURSEMENTS
$5,251,527
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS
RECEIVABLE AGING SCHEDULE
FILE NUMBER:
039-553
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
$125,828
Totals
(Total of Column (B) will be automatically entered in Item
23, Column(B))
$125,828
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS
RECEIVABLE
FILE NUMBER:
039-553
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
$100,824
$0
$6,620
$0
$94,204
Totals will be
automatically entered in...
Item 24
Column (A)
Item 61
Item 45
Item 69
with Explanation
Item 24
Column (B)
Name:
Kim Lynn Vue et al
Purpose:
Sale of Building
Security:
Holgate property
Terms of Repayment:
10 year note @ 5.5% interest
$100,824
$6,620
$94,204
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF
INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
039-553
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
$1,718,048
$1,718,048
$1,721,668
$1,721,668
Mutual Funds
$1,718,048
$1,718,048
$1,721,668
$1,721,668
Less Reinvestments
$0
(The
total from Net Sales Line will be automatically entered
in Item 43)
Net Sales
$1,721,668
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE
OF INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
039-553
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total
of all lines above
$3,768,056
$3,768,056
$3,768,056
Mutual Funds
$3,753,840
$3,753,840
$3,753,840
Furniture and Equipment
$14,216
$14,216
$14,216
Less Reinvestments
$0
(The
total from Net Purchases Line will be automatically
entered in Item 60.)
Net Purchases
$3,768,056
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 -
INVESTMENTS
FILE NUMBER:
039-553
Description
(A)
Amount
(B)
Marketable Securities
A. Total Cost
$2,149,359
B. Total Book Value
$2,149,359
C. List each
marketable security which has a book value over $5,000
and exceeds 5% of Line B.
WESTERN ASSET CORE PLUS BOND FUND INSTL
$129,513
VANGUARD INDEX FUNDS S&P 500 ETF
$113,178
AMERICAN BOND FUND OF AMERICA CL F2
$127,388
METROPOLITAN WEST TOTAL RETURN CLASS I
$125,669
FIDELITY GOVERNMENT CASH RESERVES
$764,332
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))
$2,149,359
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED
ASSETS
FILE NUMBER:
039-553
Description
(A)
Cost or Other Basis
(B)
Total Depreciation or
Amount Expensed
(C)
Book Value
(D)
Value
(E)
A. Land (give
location)
$0
$0
$0
B. Buildings
(give location)
$0
$0
$0
$0
C. Automobiles
and
Other Vehicles
$138,697
$82,650
$56,047
$56,047
D. Office
Furniture
and Equipment
$104,280
$82,681
$21,599
$21,599
E.
Other Fixed Assets
$164,320
$103,909
$60,411
$60,411
F. Totals of Lines A through E
(Column(D) Total will be automatically entered in Item
27, Column(B))
$407,297
$269,240
$138,057
$138,057
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER
ASSETS
FILE NUMBER:
039-553
Description
(A)
Book Value
(B)
Total
(Total will be automatically entered in Item 28, Column(B))
$4,680
Security deposit for leased office space
$4,680
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS
PAYABLE AGING SCHEDULE
FILE NUMBER:
039-553
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
$35,277
$0
$0
$0
Totals
(Total for Column(B) will be automatically entered in Item
30, Column(D))
$35,277
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS
PAYABLE
FILE NUMBER:
039-553
Source of Loans Payable at Any
Time During the Reporting Period
(A)
Loans Owed at
Start of Period
(B)
Loans Obtained
During Period
(C)
Repayment
During Period
Cash
(D)(1)
Repayment
During Period
Other Than Cash
(D)(2)
Loans Owed at
End of Period
(E)
Total Loans Payable
$0
$0
$0
$0
$0
Totals will be automatically entered in...
Item 31
Column (C)
Item 44
Item 62
Item 69
with Explanation
Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER
LIABILITIES
FILE NUMBER:
039-553
Description
(A)
Amount at End of Period
(B)
Total Other Liabilities
(Total will be automatically entered in Item 33, Column(D))
$16,820
Payroll withholdings
$5,419
Due to related organization
$4,122
Vacation accrual
$7,279
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL
OFFICERS AND DISBURSEMENTS TO OFFICERS
FILE NUMBER:
039-553
(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
Gritz
,
Jeffery
Bus Manager/Sec Treasurer C
$171,228
$0
$14,835
$0
$186,063
I
Schedule 15
Representational Activities
60
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
25
%
Schedule 19
Administration
10
%
A
B
C
Jensen
,
Matt
President C
$1,350
$0
$0
$0
$1,350
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
Richartz
,
Farrell
Vice President C
$1,350
$0
$0
$0
$1,350
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
Culver
,
Zackary
E-Board C
$1,350
$0
$0
$0
$1,350
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
Dillon
,
Dave
E-Board C
$1,350
$0
$0
$0
$1,350
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
Dago
,
Aranda
E-Board C
$1,350
$0
$0
$0
$1,350
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
Doscher
,
Jamie
E-Board C
$1,350
$0
$0
$0
$1,350
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
Nelson
,
Ben
Sergeant-at-Arms C
$140,051
$0
$1,603
$0
$141,654
I
Schedule 15
Representational Activities
60
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
25
%
Schedule 19
Administration
10
%
A
B
C
Wormley
,
Sheldon
Auditor C
$1,350
$0
$0
$0
$1,350
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
Sotomayor
,
Ryan
Auditor C
$1,350
$0
$0
$0
$1,350
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
Welchert
,
Dave
Auditor C
$1,350
$0
$0
$0
$1,350
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 Officer
Disbursements
$323,429
$0
$16,438
$0
$339,867
Less Deductions
$129,112
Net
Disbursements
$210,755
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 -
DISBURSEMENTS TO EMPLOYEES
FILE NUMBER:
039-553
(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
Leung
,
Mike
Bookkeeper None
$87,908
$0
$366
$0
$88,274
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
3
%
Schedule 17
Contributions
1
%
Schedule 18
General Overhead
96
%
Schedule 19
Administration
0
%
A
B
C
Hewitt
,
Christopher
P Political Director None
$127,268
$0
$3,891
$0
$131,159
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
90
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
10
%
Schedule 19
Administration
0
%
A
B
C
Nielsen
,
Ryan
D Strategic Researcher None
$59,803
$0
$895
$0
$60,698
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
15
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
25
%
Schedule 19
Administration
60
%
A
B
C
Colvin
,
Kimberly
Admin Project Coordinator None
$52,864
$0
$739
$0
$53,603
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
3
%
Schedule 17
Contributions
1
%
Schedule 18
General Overhead
96
%
Schedule 19
Administration
0
%
TOTALS RECEIVED
BY EMPLOYEES MAKING $10,000 OR LESS
$0
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
0
%
Total
Employee Disbursements
$327,843
$0
$5,891
$0
$333,734
Less
Deductions
$141,562
Net Disbursements
$192,172
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 -
MEMBERSHIP STATUS
FILE NUMBER:
039-553
Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members
(Total of all lines above)
3,804
Agency Fee Payers*
Total Members/Fee Payers
3,804
*Agency Fee Payers are
not considered members of the labor organization.
Construction Workers
1,727
Yes
Public Employees
401
Yes
Other Members
322
Yes
Retired Members
287
Yes
Local 483 Public Employees
1,067
Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE
- SCHEDULES 14 THROUGH 19
FILE NUMBER:
039-553
SCHEDULE 14 OTHER RECEIPTS
1. Named Payer
Itemized Receipts
$47,134
2. Named Payer
Non-itemized Receipts
$9,883
3. All Other Receipts
$9,642
4. Total
Receipts
$66,659
SCHEDULE 17 CONTRIBUTIONS,
GIFTS & GRANTS
1. Named Payee
Itemized Disbursements
$52,500
2. Named Payee
Non-itemized Disbursements
$1,000
3. To Officers
$0
4. To Employees
$1,419
5. All Other
Disbursements
$9,268
6. Total
Disbursements
$64,187
SCHEDULE 15 REPRESENTATIONAL
ACTIVITIES
1. Named Payee
Itemized Disbursements
$26,844
2. Named Payee
Non-itemized Disbursements
$17,528
3. To Officers
$196,630
4. To Employees
$0
5. All Other
Disbursements
$64
6. Total
Disbursements
$241,066
SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee
Itemized Disbursements
$116,817
2. Named Payee
Non-itemized Disbursements
$60,587
3. To Officers
$81,930
4. To Employees
$164,493
5. All Other
Disbursements
$27,397
6. Total
Disbursements
$451,224
SCHEDULE 16 POLITICAL
ACTIVITIES AND LOBBYING
1. Named Payee
Itemized Disbursements
$50,000
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$16,386
4. To Employees
$131,404
5. All Other
Disbursements
6. Total
Disbursements
$197,790
SCHEDULE 19 UNION
ADMINISTRATION
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$5,648
3. To Officers
$44,921
4. To Employees
$36,419
5. All Other
Disbursements
$10,457
6. Total
Disbursements
$97,445
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER
RECEIPTS
FILE NUMBER:
039-553
Name and Address
(A)
Laborers' Local 737
17230 NE Sacramento St 202 Portland OR 97230
Type or Classification
(B)
Labor Union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$9,634
Total
Non-Itemized Transactions with this Payee/Payer
$5,953
Total of All Transactions with this
Payee/Payer for This Schedule
$15,587
Work Recovery Reimbursement
12/22/2021
$9,634
Name and Address
(A)
OR/SI Laborers Employers Coop & Ed Trust
17230 NE Sacramento St. Portland OR 97230
Type or Classification
(B)
Education Trust
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$37,500
Total
Non-Itemized Transactions with this Payee/Payer
$3,930
Total of All Transactions with this
Payee/Payer for This Schedule
$41,430
Grant income
10/28/2021
$37,500
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 -
REPRESENTATIONAL ACTIVITIES
FILE NUMBER:
039-553
Name and Address
(A)
Whitaker Ellis Suite 400 7180 SW Sandburg St. Tigard OR 97223
Type or Classification
(B)
Contractor
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$26,844
Total
Non-Itemized Transactions with this Payee/Payer
$17,528
Total of All Transactions with this
Payee/Payer for This Schedule
$44,372
Work Recovery Payment
12/08/2021
$7,628
Work Recovery Payment
09/20/2021
$7,008
Work Recovery Payment
10/25/2021
$6,436
Work Recovery Payment
11/18/2021
$5,772
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 -
POLITICAL ACTIVITIES AND LOBBYING
FILE NUMBER
039-553
Name and Address
(A)
District Council Political Action
17230 NE Sacramento St Portland OR 97230
Type or Classification
(B)
Political Action Fund
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$50,000
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$50,000
PAC contribution
08/31/2021
$50,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 -
CONTRIBUTIONS, GIFTS & GRANTS
FILE NUMBER:
039-553
Name and Address
(A)
B.U.L.L. SESSION Suite 175 9600 SW Barnes Road Portland OR 97225
Type or Classification
(B)
Charitable Foundation
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$6,000
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$6,000
2021 BULL Session Charity Event
06/30/2021
$6,000
Name and Address
(A)
Labor's Community Service Agency, Inc.
9955 SE Washington St #301 Portland OR 97216
Type or Classification
(B)
Charitable Organization
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,000
Total
Non-Itemized Transactions with this Payee/Payer
$1,000
Total of All Transactions with this
Payee/Payer for This Schedule
$6,000
Contributions
05/18/2021
$5,000
Name and Address
(A)
Laborers Charitable Fund
905 16th Street NW Washington DC 20006
Type or Classification
(B)
Charitable Organization
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$10,000
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$10,000
Donation
03/30/2021
$10,000
Name and Address
(A)
Oregon Labor Candidate School 86161
Portland OR 97286
Type or Classification
(B)
Non-profit 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
food, travel, supplies, postage, salary
01/05/2021
$5,000
Name and Address
(A)
Oregon Solar Energy Education Fund 14927
Portland OR 97293
Type or Classification
(B)
Education Fund
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$6,500
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$6,500
OSSIA Sponsor Fees
11/15/2021
$6,500
Name and Address
(A)
Paddy's Bar & Grill
65 SW Yamhill St. Portland OR 97204
Type or Classification
(B)
Restaurant
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$10,000
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$10,000
CCA Title Sponsor
03/11/2021
$10,000
Name and Address
(A)
Vernie Reed Scholarship Fund 12917
Mill Creek WA 98082
Type or Classification
(B)
Scholarship Fund
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$10,000
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$10,000
Donation
03/30/2021
$10,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL
OVERHEAD
FILE NUMBER:
039-553
Name and Address
(A)
Allianz Global Corporate & Specialty 3782
Carol Stream IL 60132
Type or Classification
(B)
Insurance
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$7,796
Total
Non-Itemized Transactions with this Payee/Payer
$5,951
Total of All Transactions with this
Payee/Payer for This Schedule
$13,747
Commercial Auto Insurance
01/11/2021
$7,796
Name and Address
(A)
Hollywood Impress
4717 SE Division Street Portland OR 97206
Type or Classification
(B)
Commercial printer
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$6,171
Total of All Transactions with this
Payee/Payer for This Schedule
$6,171
Name and Address
(A)
LexisNexis #7 230 Park Ave New York NY 10169
Type or Classification
(B)
Research
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,040
Total of All Transactions with this
Payee/Payer for This Schedule
$5,040
Name and Address
(A)
Lindquist LLP Suite 400 5000 Executive Parkway San Ramon CA 94583
Type or Classification
(B)
Certified Public Accountant
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$8,000
Total
Non-Itemized Transactions with this Payee/Payer
$6,810
Total of All Transactions with this
Payee/Payer for This Schedule
$14,810
Audit and tax returns FYE 2020
03/08/2021
$8,000
Name and Address
(A)
OSI Laborers - Employers Training Trust
17242 NE Sacramento Street Portland OR 97230
Type or Classification
(B)
Training Center
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$92,593
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$92,593
Lease and Expense Payment
01/04/2021
$7,835
Lease and Expense Payment
02/01/2021
$7,835
Lease and Expense Payment
05/03/2021
$7,716
Lease and Expense Payment
06/01/2021
$7,716
Lease and Expense Payment
07/01/2021
$7,716
Lease and Expense Payment
08/02/2021
$7,716
Lease and Expense Payment
09/07/2021
$7,716
Lease and Expense Payment
10/01/2021
$7,716
Lease and Expense Payment
11/01/2021
$7,716
Lease and Expense Payment
12/01/2021
$7,716
Lease and Expense Payment
03/01/2021
$7,479
Lease and Expense Payment
04/01/2021
$7,716
Name and Address
(A)
Scott Capital Advisors SUITE 810 707 SW WASHINGTON ST PORTLAND OR 97205
Type or Classification
(B)
Financial Advisory
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$12,269
Total of All Transactions with this
Payee/Payer for This Schedule
$12,269
Name and Address
(A)
Stephen Horn Insurance Services
1470 Aura Way Los Altos CA 94024
Type or Classification
(B)
Insurance
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$8,428
Total
Non-Itemized Transactions with this Payee/Payer
$2,654
Total of All Transactions with this
Payee/Payer for This Schedule
$11,082
Union Liability Policy Renewal
02/11/2021
$8,428
Name and Address
(A)
Weinberg, Roger & Rosenfeld
1375 55th Street Emeryville CA 94608
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
$21,692
Total of All Transactions with this
Payee/Payer for This Schedule
$21,692
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION
ADMINISTRATION
FILE NUMBER:
039-553
Name and Address
(A)
Courtyard by Marriott
2811 NE 181st Ave Portland OR 97230
Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,648
Total of All Transactions with this
Payee/Payer for This Schedule
$5,648
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 -
BENEFITS
FILE NUMBER:
039-553
Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all
lines above (Total will be automatically entered in Item
55.)
$389,676
Pension
Oregon Laborers Defined Benefit Pension Trust
$88,238
Pension
LIUNA Staff & Affiliates Pension Fund
$166,145
Health
Oregon Laborers Health & Welfare Trust
$85,839
Training
Oregon Laborers Training Fund
$2,450
Life Insurance
Principal Life Insurance
$20,230
Pension
LIUNA National 401(k) Retirement Savings Plan
$25,025
Pension
Oregon Laborers Defined Contribution Trust
$1,749
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL
INFORMATION SUMMARY
FILE NUMBER:
039-553
Question 10: Oregon Laborers Health and Welfare Trust Fund 12029 NE Glenn Widing Dr., Portland, OR 97220 Purpose: Health Benefit Trust ERISA File number: 93-6024141 Plan: 501 Oregon Laborers Defined Benefit Pension Trust Fund 12029 NE Glenn Widing Dr., Portland, OR 97220 Purpose: Retirement Benefit Trust ERISA File number: 93-6075363 Plan: 001 Oregon Laborers-Employers Defined Contribution and 401(k) Plan 12029NE Glenn Widing Dr., Portland, OR 97220 Purpose: Retirement Benefit Trust ERISA File number: 27-6434385 Plan: 001
Question 11(a):
Question 11(a): : : Oregon Laborers Political Action Committee (PAC) Reports are filed with the Oregon Secretary of State, the Department of Treasury - Internal Revenue Service, as required, and the PAC Fund activity is not included in this LM-2 filing. The PAC's employer identification number is 46-3954032 and ID number 16480
Question 12: Financial statements audited by outside CPA firm WithumSmith + Brown, PC
Question 18: The International is filing Constitutional changes on our behalf.
Schedule 2, Row1:
Schedule 2, Row1:::
Schedule 13, Row1:
Schedule 13, Row1:::CONSTRUCTION WORKERS PAY FULL DUES.
Schedule 13, Row1:
Schedule 13, Row1:::
Schedule 13, Row2:
Schedule 13, Row2:::PUBLIC EMPLOYEES PAY FULL DUES.
Schedule 13, Row2:
Schedule 13, Row2:::
Schedule 13, Row3:
Schedule 13, Row3:::OTHER MEMBERS PAY FULL DUES.
Schedule 13, Row3:
Schedule 13, Row3:::
Schedule 13, Row4:
Schedule 13, Row4:::RETIRED MEMBERS PAY FULL DUES.
Schedule 13, Row4:
Schedule 13, Row4:::
Schedule 13, Row5:
Schedule 13, Row5:::LOCAL 483 PUBLIC EMPLOYEES PAY FULL DUES.
Schedule 13, Row5:
Schedule 13, Row5:::
General Information:
Schedule 6: The fair market value for the fixed assets of the Council is not readily available for disclosure. The fair market value was based on the book value of the assets.
Schedule 11: The following officers have been appointed by the Executive Board: Ben Nelson, Sheldon Wormley, Dave Welchert and Ryan Sotomayor.
Schedules 11 and 12: It is not practical to make precise distributions of automobile operating expenses not paid directly to employees and included in columns (f) and (g). However, an allocation of such expenses has been made in accordance with IRS reporting rules. If Council owned/leased automobiles were used 50% or less for business purposes by IRS reporting standards, the remainder is treated as if it were personal use and is reported in column (g). IRS standards should not necessarily be considered as the actual business use of an automobile.