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
005-568
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
TEAMSTERS
5. DESIGNATION (Local, Lodge, etc.)
JOINT COUNCIL
6. DESIGNATION NBR
42
7. UNIT NAME (if any)
8. MAILING ADDRESS (Type or print in capital
letters)
First Name
RANDY
Last Name
CAMMACK
P.O Box - Building and Room Number
Number and Street
981 CORPORATE CTR DR. #200
City
POMONA
State
CA
ZIP Code + 4
91768
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:
Randolph W Cammack
PRESIDENT
71. SIGNED:
Richard E Middleton
TREASURER
Date:
Mar 25, 2022
Telephone
Number:
626-974-4212
Date:
Mar 24, 2022
Telephone
Number:
310-515-0601
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21
FILE NUMBER:
005-568
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?
No
11(b). During the reporting period did the
labor organization have a subsidiary organization as
defined in Section X of these Instructions?
No
12. During the reporting period did the labor
organization have an audit or review of its books and
records by an outside accountant or by a parent body
auditor/representative?
Yes
13. During the reporting period did the labor
organization discover any loss or shortage of funds or
other assets? (Answer "Yes" even if there has
been repayment or recovery.)
No
14. What is the maximum amount recoverable
under the labor organization's fidelity bond for a
loss caused by any officer, employee or agent of the labor
organization who handled union funds?
$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?
Yes
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?
02/2026
20. How many members did the labor organization
have at the end of the reporting period?
166,809
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
Varies
per
Month
1.40
1.70
(b) Working Dues/Fees
0
per
N/A
0
0
(c) Initiation Fees
0
per
N/A
0
0
(d) Transfer Fees
0
per
N/A
0
0
(e) Work Permits
0
per
N/A
0
0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS
AND LIABILITIES
FILE NUMBER:
005-568
ASSETS
ASSETS
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash
$1,674,764
$1,955,595
23. Accounts Receivable
1
$0
24. Loans Receivable
2
25. U.S. Treasury
Securities
$0
$0
26. Investments
5
$530,223
$508,666
27. Fixed Assets
6
$89,450
$102,050
28. Other Assets
7
$16,885
$16,885
29.
TOTAL ASSETS
$2,311,322
$2,583,196
LIABILITIES
LIABILITIES
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable
8
$0
31. Loans Payable
9
$19,571
$33,817
32. Mortgages Payable
$0
$0
33. Other Liabilities
10
$83
$1,294
34. TOTAL
LIABILITIES
$19,654
$35,111
35. NET
ASSETS
$2,291,668
$2,548,085
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B -
RECEIPTS AND DISBURSEMENTS
FILE NUMBER:
005-568
CASH
RECEIPTS
SCH
AMOUNT
36. Dues and Agency Fees
$0
37. Per Capita Tax
$3,167,293
38. Fees, Fines,
Assessments, Work Permits
$0
39. Sale of Supplies
$0
40. Interest
$1,475
41. Dividends
$0
42. Rents
$6,000
43. Sale of Investments
and Fixed Assets
3
$31,193
44. Loans Obtained
9
$43,478
45. Repayments of Loans
Made
2
46. On Behalf of
Affiliates for Transmittal to Them
$0
47. From Members for
Disbursement on Their Behalf
$0
48. Other Receipts
14
$145,663
49. TOTAL RECEIPTS
$3,395,102
CASH DISBURSEMENTS
SCH
AMOUNT
50.
Representational Activities
15
$318,023
51.
Political Activities and Lobbying
16
$100,783
52.
Contributions, Gifts, and Grants
17
$96,109
53. General
Overhead
18
$909,220
54. Union
Administration
19
$509,193
55. Benefits
20
$427,128
56. Per
Capita Tax
$536,635
57. Strike
Benefits
$0
58. Fees,
Fines, Assessments, etc.
$0
59. Supplies
for Resale
$0
60. Purchase
of Investments and Fixed Assets
4
$56,737
61. Loans
Made
2
62.
Repayment of Loans Obtained
9
$29,232
63. To
Affiliates of Funds Collected on Their Behalf
$59,658
64. On
Behalf of Individual Members
$0
65. Direct
Taxes
$72,764
66. Subtotal
$3,115,482
67.
Withholding Taxes and Payroll Deductions
67a. Total
Withheld
$266,793
67b. Less Total
Disbursed
$265,582
67c.
Total Withheld But Not Disbursed
$1,211
68.
TOTAL DISBURSEMENTS
$3,114,271
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS
RECEIVABLE AGING SCHEDULE
FILE NUMBER:
005-568
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:
005-568
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 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:
005-568
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
$88,451
$23,348
$31,193
$31,193
Automobiles
$57,289
$0
$8,600
$8,600
Investments
$22,598
$22,598
$22,593
$22,593
Equipment - abandoned (see statement 69)
$8,564
$750
$0
$0
Less Reinvestments
$0
(The
total from Net Sales Line will be automatically entered
in Item 43)
Net Sales
$31,193
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE
OF INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
005-568
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total
of all lines above
$56,737
$56,737
$56,737
Automobile
$51,768
$51,768
$51,768
Equipment
$3,928
$3,928
$3,928
Investments
$1,041
$1,041
$1,041
Less Reinvestments
$0
(The
total from Net Purchases Line will be automatically
entered in Item 60.)
Net Purchases
$56,737
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 -
INVESTMENTS
FILE NUMBER:
005-568
Description
(A)
Amount
(B)
Marketable Securities
A. Total Cost
$508,666
B. Total Book Value
$508,666
C. List each
marketable security which has a book value over $5,000
and exceeds 5% of Line B.
Metropolitan West Low Duration Bond Fund
$74,078
Vanguard Treasury Money Market Investor CL
$434,588
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))
$508,666
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED
ASSETS
FILE NUMBER:
005-568
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
$207,688
$151,129
$56,559
$0
D. Office
Furniture
and Equipment
$159,007
$132,593
$26,414
$0
E.
Other Fixed Assets
$42,998
$23,921
$19,077
$0
F. Totals of Lines A through E
(Column(D) Total will be automatically entered in Item
27, Column(B))
$409,693
$307,643
$102,050
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER
ASSETS
FILE NUMBER:
005-568
Description
(A)
Book Value
(B)
Total
(Total will be automatically entered in Item 28, Column(B))
$16,885
Lease deposit
$16,885
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS
PAYABLE AGING SCHEDULE
FILE NUMBER:
005-568
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:
005-568
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
$19,571
$43,478
$29,232
$0
$33,817
Totals will be automatically entered in...
Item 31
Column (C)
Item 44
Item 62
Item 69
with Explanation
Item 31
Column (D)
United Business Bank - Truck Loan
$19,571
$0
$19,571
$0
$0
United Business Bank - Auto loan
$0
$43,478
$9,661
$0
$33,817
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER
LIABILITIES
FILE NUMBER:
005-568
Description
(A)
Amount at End of Period
(B)
Total Other Liabilities
(Total will be automatically entered in Item 33, Column(D))
$1,294
Payroll tax liabilities
$1,294
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL
OFFICERS AND DISBURSEMENTS TO OFFICERS
FILE NUMBER:
005-568
(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
Cammack
,
Randy
W President C
$117,044
$0
$4,178
$0
$121,222
I
Schedule 15
Representational Activities
30
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
5
%
Schedule 18
General Overhead
10
%
Schedule 19
Administration
50
%
A
B
C
Middleton
,
Rick
E Secretary-Treasurer C
$8,450
$0
$118
$0
$8,568
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
Lennox
,
Robert
M Vice President P
$5,850
$0
$208
$0
$6,058
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
20
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
80
%
A
B
C
Bergen
,
Mike
Vice President C
$8,450
$0
$0
$0
$8,450
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
20
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
80
%
A
B
C
Whitmer
,
Raymond
B Recording Secretary N
$4,875
$0
$0
$0
$4,875
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
Griswold
,
Christopher
S Trustee C
$8,450
$0
$0
$0
$8,450
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
Herrera
,
Ronald
Trustee C
$8,450
$0
$9
$0
$8,459
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
Vasquez
,
Jaime
Trustee C
$8,450
$0
$9
$0
$8,459
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
$170,019
$0
$4,522
$0
$174,541
Less Deductions
$32,969
Net
Disbursements
$141,572
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 -
DISBURSEMENTS TO EMPLOYEES
FILE NUMBER:
005-568
(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
Block
,
Jessica
M JC 42 Staff N/A
$84,990
$0
$137
$0
$85,127
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
5
%
Schedule 18
General Overhead
95
%
Schedule 19
Administration
0
%
A
B
C
Corona
,
Ramon
Project Organizer N/A
$41,306
$0
$0
$0
$41,306
I
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
Culwell
,
Donna
E JC 42 Staff N/A
$78,973
$0
$704
$0
$79,677
I
Schedule 15
Representational Activities
35
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
5
%
Schedule 18
General Overhead
60
%
Schedule 19
Administration
0
%
A
B
C
Grijalva
,
Rocio
Events Coordinator N/A
$80,289
$0
$1,463
$0
$81,752
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
10
%
Schedule 18
General Overhead
80
%
Schedule 19
Administration
10
%
A
B
C
Kennedy
,
Denise
S Controller N/A
$91,502
$0
$0
$0
$91,502
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
90
%
Schedule 19
Administration
10
%
A
B
C
Korgan
,
Randy
E Director of Organizing N/A
$1,154
$60,000
$99
$0
$61,253
I
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
%
A
B
C
Mihalow
,
Alicia
C JC 42 Staff N/A
$42,298
$0
$607
$0
$42,905
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
5
%
Schedule 18
General Overhead
80
%
Schedule 19
Administration
15
%
A
B
C
Mihalow
,
Paul
J Assistant to President N/A
$144,142
$0
$9,446
$0
$153,588
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
5
%
Schedule 18
General Overhead
75
%
Schedule 19
Administration
20
%
A
B
C
Turner
,
Robert
L Political Coordinator N/A
$68,640
$0
$14,966
$0
$83,606
I
Schedule 15
Representational Activities
5
%
Schedule 16
Political Activities and Lobbying
60
%
Schedule 17
Contributions
5
%
Schedule 18
General Overhead
10
%
Schedule 19
Administration
20
%
TOTALS RECEIVED
BY EMPLOYEES MAKING $10,000 OR LESS
$12,675
$0
$8
$0
$12,683
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
$645,969
$60,000
$27,430
$0
$733,399
Less
Deductions
$233,824
Net Disbursements
$499,575
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 -
MEMBERSHIP STATUS
FILE NUMBER:
005-568
Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members
(Total of all lines above)
166,809
Agency Fee Payers*
0
Total Members/Fee Payers
166,809
*Agency Fee Payers are
not considered members of the labor organization.
Active Members
166,809
Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE
- SCHEDULES 14 THROUGH 19
FILE NUMBER:
005-568
SCHEDULE 14 OTHER RECEIPTS
1. Named Payer
Itemized Receipts
$64,149
2. Named Payer
Non-itemized Receipts
$42,000
3. All Other Receipts
$39,514
4. Total
Receipts
$145,663
SCHEDULE 17 CONTRIBUTIONS,
GIFTS & GRANTS
1. Named Payee
Itemized Disbursements
$10,000
2. Named Payee
Non-itemized Disbursements
$34,000
3. To Officers
$8,963
4. To Employees
$30,419
5. All Other
Disbursements
$12,727
6. Total
Disbursements
$96,109
SCHEDULE 15 REPRESENTATIONAL
ACTIVITIES
1. Named Payee
Itemized Disbursements
$13,838
2. Named Payee
Non-itemized Disbursements
$132,140
3. To Officers
$36,367
4. To Employees
$131,563
5. All Other
Disbursements
$4,115
6. Total
Disbursements
$318,023
SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee
Itemized Disbursements
$63,047
2. Named Payee
Non-itemized Disbursements
$342,116
3. To Officers
$12,122
4. To Employees
$434,307
5. All Other
Disbursements
$57,628
6. Total
Disbursements
$909,220
SCHEDULE 16 POLITICAL
ACTIVITIES AND LOBBYING
1. Named Payee
Itemized Disbursements
$12,863
2. Named Payee
Non-itemized Disbursements
$27,702
3. To Officers
$6,061
4. To Employees
$53,227
5. All Other
Disbursements
$930
6. Total
Disbursements
$100,783
SCHEDULE 19 UNION
ADMINISTRATION
1. Named Payee
Itemized Disbursements
$106,690
2. Named Payee
Non-itemized Disbursements
$185,664
3. To Officers
$111,028
4. To Employees
$83,883
5. All Other
Disbursements
$21,928
6. Total
Disbursements
$509,193
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER
RECEIPTS
FILE NUMBER:
005-568
Name and Address
(A)
International Brotherhood of Teamsters
25 Louisiana Avenue, NW Washington DC 20001-2198
Type or Classification
(B)
Affiliated labor union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$58,894
Total
Non-Itemized Transactions with this Payee/Payer
$13,243
Total of All Transactions with this
Payee/Payer for This Schedule
$72,137
Reimbursed salary and benefits
01/25/2021
$8,395
Reimbursed salary and benefits
03/17/2021
$8,375
Reimbursed salary and benefits
03/26/2021
$10,920
Reimbursed salary and benefits
04/08/2021
$8,734
Reimbursed salary and benefits
04/30/2021
$16,857
Reimbursed salary and benefits
07/13/2021
$5,613
Name and Address
(A)
Teamsters Local 166 899
Bloomington CA 92316-0899
Type or Classification
(B)
Affiliated labor union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$6,365
Total of All Transactions with this
Payee/Payer for This Schedule
$6,365
Name and Address
(A)
Teamsters Local 542
4666 Mission Gorge Pl San Diego CA 92120
Type or Classification
(B)
Affiliated labor union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,213
Total of All Transactions with this
Payee/Payer for This Schedule
$5,213
Name and Address
(A)
Teamsters Local 63
927 Village Oaks Drive Covina CA 91724
Type or Classification
(B)
Affiliated labor union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,255
Total
Non-Itemized Transactions with this Payee/Payer
$17,179
Total of All Transactions with this
Payee/Payer for This Schedule
$22,434
Reimbursed project organizer expense
05/20/2021
$5,255
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 -
REPRESENTATIONAL ACTIVITIES
FILE NUMBER:
005-568
Name and Address
(A)
Baptiste & Wilder, P.C.
1730 Rhode Island Ave, NW Washington DC 20036
Type or Classification
(B)
Attorneys
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$27,533
Total of All Transactions with this
Payee/Payer for This Schedule
$27,533
Name and Address
(A)
Land Use Strategies, LLC
402 Stoneybrook Ct Danville CA 94506
Type or Classification
(B)
Public relations firm
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$13,838
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$13,838
Consulting fees
05/28/2021
$13,838
Name and Address
(A)
Reich, Adell & Cvitan
3550 Wilshire Blvd, #2000 Los Angeles CA 90010
Type or Classification
(B)
Attorneys
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$7,632
Total of All Transactions with this
Payee/Payer for This Schedule
$7,632
Name and Address
(A)
Wohlner Kaplon Cutler Halford & Rosenfeld
16501 Ventura Blvd, #304 Encino CA 91436
Type or Classification
(B)
Attorneys
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$96,975
Total of All Transactions with this
Payee/Payer for This Schedule
$96,975
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 -
POLITICAL ACTIVITIES AND LOBBYING
FILE NUMBER
005-568
Name and Address
(A)
April Verrett for CDP Controller
1787 Tribute Rd, Ste K Sacramento CA 95815
Type or Classification
(B)
Political campaign
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,000
Total of All Transactions with this
Payee/Payer for This Schedule
$5,000
Name and Address
(A)
California Offset Printers, Inc
620 W Elk Ave Glendale CA 91204
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
$10,142
Total of All Transactions with this
Payee/Payer for This Schedule
$10,142
Name and Address
(A)
Postmaster
7001 S. Central, Rm 210 Los Angeles CA 90052-9531
Type or Classification
(B)
Bulk mail postage
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$12,560
Total of All Transactions with this
Payee/Payer for This Schedule
$12,560
Name and Address
(A)
ScanArt
1259 Park Ave Emeryville CA 94608
Type or Classification
(B)
Screen Printing
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$12,863
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$12,863
2,500 No On Prop. 22 Lawn Signs
01/28/2021
$12,863
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 -
CONTRIBUTIONS, GIFTS & GRANTS
FILE NUMBER:
005-568
Name and Address
(A)
International Brotherhood of Teamsters
25 Louisiana Avenue, NW Washington DC 20001-2198
Type or Classification
(B)
Affiliated labor union
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 - IBT Women's Conference Reception
09/08/2021
$10,000
Name and Address
(A)
LA County Federation of Labor
2130 W James Wood Blvd Los Angeles CA 90006
Type or Classification
(B)
Affiliated labor union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$8,000
Total of All Transactions with this
Payee/Payer for This Schedule
$8,000
Name and Address
(A)
Marine Corps Community Services
Bldg 1100 Vandergrift Blvd Camp Pendleton CA 92055
Type or Classification
(B)
501(c)(3) Nonprofit organization
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$16,000
Total of All Transactions with this
Payee/Payer for This Schedule
$16,000
Name and Address
(A)
State Bldg. & Construction Trades
1231 I Street, Ste 302 Sacramento CA 95814-2933
Type or Classification
(B)
Affiliated labor union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,000
Total of All Transactions with this
Payee/Payer for This Schedule
$5,000
Name and Address
(A)
United Farm Workers 62
Keene CA 93531-0062
Type or Classification
(B)
501(c)(5) Nonprofit organization
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,000
Total of All Transactions with this
Payee/Payer for This Schedule
$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL
OVERHEAD
FILE NUMBER:
005-568
Name and Address
(A)
A J Longo and Associates
253 N Lake Ave Pasadena CA 91101
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
$15,913
Total of All Transactions with this
Payee/Payer for This Schedule
$15,913
Name and Address
(A)
Amtrust North America 6939
Cleveland OH 44101-1939
Type or Classification
(B)
Insurance company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$10,002
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$10,002
Insurance premium
08/30/2021
$10,002
Name and Address
(A)
K & T Netcom
3406 Bartlett Rosemead CA 91770
Type or Classification
(B)
Information technology consultant
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$27,703
Total of All Transactions with this
Payee/Payer for This Schedule
$27,703
Name and Address
(A)
Labor Benefits, LLC
836 Ritchie Hwy Ste. 24 Severna Park MD 21146
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
$7,783
Total of All Transactions with this
Payee/Payer for This Schedule
$7,783
Name and Address
(A)
Marlin Business Bank 13604
Philadelphia PA 19101-3604
Type or Classification
(B)
Equipment leasing company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$41,364
Total of All Transactions with this
Payee/Payer for This Schedule
$41,364
Name and Address
(A)
Northwest Administrators, Inc
2323 Eastlake Avenue E Seattle WA 98102-3393
Type or Classification
(B)
Benefits administrator
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,700
Total of All Transactions with this
Payee/Payer for This Schedule
$5,700
Name and Address
(A)
Parkhouse Tire
13655 Santa Ana Ave Fontana CA
Type or Classification
(B)
Commercial tires and automotive service
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$9,317
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$9,317
16 New Tires - JC 42 Truck/Trailer
11/23/2021
$9,317
Name and Address
(A)
Pomona Corporate Plaza, LLC
1801 W Olympic Blvd Pasadena CA 91199-2312
Type or Classification
(B)
Landlord
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$209,768
Total of All Transactions with this
Payee/Payer for This Schedule
$209,768
Name and Address
(A)
Quadient Leasing USA, Inc 123682
Dallas TX 75312-3682
Type or Classification
(B)
Equipment leasing company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,677
Total of All Transactions with this
Payee/Payer for This Schedule
$5,677
Name and Address
(A)
Ramos & Wilson, CPAs
24260 Martha St Woodland Hills CA 91367-3945
Type or Classification
(B)
Certified public accountants
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$21,362
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$21,362
Accounting fees
11/01/2021
$21,362
Name and Address
(A)
Robert Turner
4408 Presidio Drive View Park CA 90008-4840
Type or Classification
(B)
Consultant
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$21,876
Total of All Transactions with this
Payee/Payer for This Schedule
$21,876
Name and Address
(A)
The Hartford 660916
Dallas TX 75266-0916
Type or Classification
(B)
Insurance company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$9,396
Total
Non-Itemized Transactions with this Payee/Payer
$1,243
Total of All Transactions with this
Payee/Payer for This Schedule
$10,639
Insurance premium
05/30/2021
$9,396
Name and Address
(A)
United Parcel Service 650116
Dallas TX 75265-0116
Type or Classification
(B)
Package delivery company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,089
Total of All Transactions with this
Payee/Payer for This Schedule
$5,089
Name and Address
(A)
US Bank
633 West Fifth St, 24th Fl Los Angeles CA 90071
Type or Classification
(B)
Bank
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
Escrow agent fee
05/14/2021
$5,000
Name and Address
(A)
Walters Truck Repair, Inc
10400 Banana Ave Fontana CA 92337
Type or Classification
(B)
Automotive service
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$7,970
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$7,970
JC 42 Truck Repair
03/04/2021
$7,970
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION
ADMINISTRATION
FILE NUMBER:
005-568
Name and Address
(A)
A To Z Printing, Inc 666 4330 Van Buren Blvd Riverside CA 92502
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
$7,632
Total of All Transactions with this
Payee/Payer for This Schedule
$7,632
Name and Address
(A)
Caesars Entertainment 17010
Las Vegas NV 89114-7010
Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$36,364
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$36,364
Deposit for JC 42 EBoard/Delegates' Meeting
07/20/2021
$10,000
JC 42 Executive Board/Delegates' Meeting
11/23/2021
$26,364
Name and Address
(A)
California Offset Printers, Inc
620 West Elk Avenue Glendale CA 91204
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
$81,368
Total of All Transactions with this
Payee/Payer for This Schedule
$81,368
Name and Address
(A)
Marriott - JW LA Live
900 West Olympic Blvd Los Angeles CA 90015
Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$20,326
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$20,326
Deposit - 2022 Western Region Meeting
09/01/2021
$20,326
Name and Address
(A)
Postmaster, Mailing Requirements
7001 S Central, Rm 210 Los Angeles CA 90052-9531
Type or Classification
(B)
Bulk mail postage
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$87,940
Total of All Transactions with this
Payee/Payer for This Schedule
$87,940
Name and Address
(A)
Press Associates, Inc
4000 Cathedral Ave, NW #5 Washinton DC 20016
Type or Classification
(B)
Press clipping service
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$8,724
Total of All Transactions with this
Payee/Payer for This Schedule
$8,724
Name and Address
(A)
Teamsters Local 63
927 Village Oaks Drive Covina CA 91724
Type or Classification
(B)
Affiliated labor union
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
JC 42 Meeting expense reimbursement
12/21/2021
$50,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 -
BENEFITS
FILE NUMBER:
005-568
Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all
lines above (Total will be automatically entered in Item
55.)
$427,128
Pensions
Trusts
$160,710
Health and welfare
Trusts
$173,234
Retiree health and welfare
Trust
$84,672
Group life Insurance
Trust
$287
Life and disability
Insurance company
$1,672
Prepaid legal
Trust
$1,384
Retiree dental
Insurance company
$5,169
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL
INFORMATION SUMMARY
FILE NUMBER:
005-568
Question 10: Western Conference of Teamsters Pension Trust
Pension
Plan #001
FEIN 91-6145047
Teamsters Miscellaneous Security Fund
Health and Welfare
Plan #508
FEIN 95-6060502
Pacific Coast Benefit Trust
Pension
Plan #001
FEIN 91-1032878
Address for the three funds above is:
2323 East Lake Avenue, East
Seattle, WA 98102
Construction Certified Apprentice Training Program
Apprentice Training
FEIN 20-5230351
Construction Teamsters Contract Compliance Fund
Contract Compliance
FEIN 20-5230409
Construction Teamsters Security Fund
Health and Welfare
Plan #501
FEIN 95-6059190
Construction Teamsters Vacation and Holiday Fund
Vacation and Holiday Pay Administration
Plan #501
FEIN 95-6195838
Construction Teamsters Training and Upgrading Fund
Training
FEIN 95-6507592
Address for the above five funds is:
1325 N. Grand Ave.
Covina, CA 91724
Multi-Union Security Trust Fund
Health and Welfare
Plan #501
FEIN 93-1146155
Teamsters Sanitation Industry Trust Fund
Health and Welfare
Plan #501
FEIN 46-6785860
Teamster Multi-Benefit Trust
Health and Welfare
Plan #501
FEIN 93-6231741
Teamster Local Union No. 572 Retirement Benefit Plan
Health and Welfare
Plan #001
FEIN 95-6983367
Address for the above four funds is:
1000 N. Central Ave., Suite 400
Glendale, CA 91202
Teamsters Health and Welfare Trust of San Diego
Health and Welfare
Plan #501
FEIN 95-6149459
San Diego County Teamsters Pension
Pension
Plan #001
FEIN 51-0167327
Address for the above two funds is:
2831 Camino Del Rio South, Suite 207
San Diego, CA 92108
Southern California Dairy Industry Security Trust Fund
Health and Welfare
Plan #501
FEIN 95-6060456
1200 Wilshire Blvd., 5th Floor
Los Angeles, CA 90017-1906
Teamsters & Food Employers Security Fund Trust
Health and Welfare
Plan #501
FEIN 95-6048844
1050 Lakes Drive, Suite 120
West Covina, CA 91790
Teamsters Joint Council 42
Health and Welfare
Plan #501
FEIN 95-0884084
981 Corporate Center Drive, Suite 200
Pomona, CA 91768
San Diego County Teamsters Employer's Insurance Trust
Health and Welfare
Plan #501
FEIN 23-7243412
3737 Camino Del Rio South, Suite 300
San Diego, CA 92108
Question 12: The audit was performed by an outside accounting firm, Ramos & Wilson, Certified Public Accountants.
Question 15: Equipment having reached the end of its economic useful life and having no value was abandoned. Cost $8,564 and a net book value of $750 (cost minus
accumulated depreciation).
Question 16: The automobile is pledged as security for the underlying loan.
Schedule 9, Row1:
Schedule 9, Row1::::
Schedule 9, Row2:
Schedule 9, Row2:::
Schedule 13, Row1:
Schedule 13, Row1:Delegates have voting rights consistent with eligibility requirements as set forth in the by-laws.
Schedule 13, Row1:
Schedule 13, Row1:
General Information: Auto expenses are included in column F. Autos are used more than 50% for business. Vehicles are available for personal use.
The Southern California and Southern Nevada Joint Council of Teamsters No. 42 Charities Fund, FEIN 95-4531147 (a 501(c)(3) organization), is comprised of three members of the Organization''s executive board. None of the board members of the charity fund receive any compensation from the charity fund.
The Organization had accrued vacation and sick/personal time totaling $207,479 as of December 31, 2021