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
545-290
2. PERIOD COVERED
From01/01/2021
Through12/31/2021
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.)
LOCAL UNION
 6. DESIGNATION NBR
737
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name
ZACKARY
 Last Name
CULVER
P.O Box - Building and Room Number
STE. 202
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 JensenPRESIDENT71. SIGNED:Zackary G CulverTREASURER
Date:Mar 23, 2022Telephone Number:503-758-9303Date:Mar 28, 2022Telephone Number:541-801-2211
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 545-290
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?06/2023
20. How many members did the labor organization have at the end of the reporting period?2,737
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/FeesSee Min/MaxperMonth$8.00$57.00
(b) Working Dues/FeesSee Min/MaxperHourly$0.55$2.14
(c) Initiation FeesSee Min/MaxperOne time$150$300
(d) Transfer FeesN/Aper
(e) Work PermitsSee Min/MaxperMonth$30$30

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 545-290

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $2,562,602$1,671,911
23. Accounts Receivable1$637,771$671,023
24. Loans Receivable2$0
25. U.S. Treasury Securities $0$0
26. Investments5$3,169,086$4,311,631
27. Fixed Assets6$456,405$424,382
28. Other Assets7$26,630$26,505
29. TOTAL ASSETS $6,852,494$7,105,452

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$17,631$17,838
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$35,536$45,741
34. TOTAL LIABILITIES $53,167$63,579
35. NET ASSETS$6,799,327$7,041,873
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 545-290

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $5,007,356
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $238,048
39. Sale of Supplies $0
40. Interest $0
41. Dividends $168,653
42. Rents $0
43. Sale of Investments and Fixed Assets3$2,700,726
44. Loans Obtained9$0
45. Repayments of Loans Made2
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$6,515
49. TOTAL RECEIPTS $8,121,298
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$1,435,799
51. Political Activities and Lobbying16$297,096
52. Contributions, Gifts, and Grants17$75,262
53. General Overhead18$980,639
54. Union Administration19$164,286
55. Benefits20$1,191,551
56. Per Capita Tax $880,673
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$3,808,109
61. Loans Made2
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $0
65. Direct Taxes $193,826
  
66. Subtotal $9,027,241
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$673,453  
  67b. Less Total Disbursed$658,201  
  67c. Total Withheld But Not Disbursed $15,252
68. TOTAL DISBURSEMENTS $9,011,989
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 545-290

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$671,023   
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $671,023$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 545-290

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A) 		Loans
Outstanding at
Start of Period
(B) 		Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1) 		Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not listed above     
Total of all lines above$0$0$0$0$0
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 545-290

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$2,697,421$2,697,421$2,835,396$2,835,396
Mutual Funds$2,697,421$2,697,421$2,835,396$2,835,396
Less Reinvestments$134,670
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$2,700,726
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 545-290

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$3,959,129$3,942,779$3,942,779
Mutual Funds$3,839,966$3,839,966$3,839,966
Automobiles$104,623$88,273$88,273
Furniture and Equipment$14,540$14,540$14,540
 Less Reinvestments$134,670
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$3,808,109
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 545-290

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost$4,311,631
B. Total Book Value$4,311,631
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • Fidelity Investments Money Market Treasury Only
$460,422
  • American Bond Fund of America Cl F2
$294,391
  • Dodge & Cox Income
$285,491
  • Metropolitan West Total Return Class I
$286,962
  • PGIM Short-term Corp Bond Cl Z
$245,304
  • Western Asset Core Plus Bond Fund Instl
$286,324
  • Vanguard Index Funds S&P 500 ETF USD
$283,433
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)) $4,311,631
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 545-290

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$544,968$263,420$281,548$281,548
D. Office Furniture and Equipment$82,845$57,426$25,419$25,419
E. Other Fixed Assets$316,050$198,635$117,415$117,415
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $943,863$519,481$424,382$424,382
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 545-290

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $26,505
Security Deposits$10,163
Prepaid Rent$16,342
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 545-290

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$17,838$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $17,838$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 545-290

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 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 545-290

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $45,741
Payroll Withholdings$15,252
Vacation Accrual$30,489
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 545-290

(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 		Aranda ,  Dagoberto  
Asst. Bus. Manager/V Pres
C		$132,318$0$3,698$0$136,016
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		10 %
A
B
C 		Browning IV ,  Earl   L
Executive Board
C		$1,800$0$0$0$1,800
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 		Cortez ,  Salvador  
Executive Board
C		$101,614$0$6,872$0$108,486
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		10 %
A
B
C 		Culver ,  Zack  
Bus. Manager/Sec. Treas
C		$152,797$0$10,334$0$163,131
I
Schedule 15
Representational Activities 		70 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		20 %
A
B
C 		Guetzloe-Parker ,  Jodi  
Recording Secretary
C		$111,714$0$1,123$0$112,837
I
Schedule 15
Representational Activities 		30 % Schedule 16
Political Activities and Lobbying 		70 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Hanner ,  John  
Auditor
C		$101,414$0$12,977$0$114,391
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		5 %
A
B
C 		Jensen ,  Matt   R
President
C		$101,714$0$8,007$0$109,721
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		5 %
A
B
C 		Ohmie ,  Richard   A
Sgt at arms
C		$101,414$0$2,565$0$103,979
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		10 %
A
B
C 		Sutherland ,  John  
Executive Board
P		$78,657$0$6,679$0$85,336
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		10 %
A
B
C 		Turner ,  Jani  
Auditor
C		$1,750$0$0$0$1,750
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 		Wormley ,  Sheldon  
Executive Board
C		$101,714$0$6,782$0$108,496
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		10 %
A
B
C 		Calderon Jr ,  Mario  
Auditor
N		$100,289$0$5,099$0$105,388
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
Total Officer Disbursements$1,087,195$0$64,136$0$1,151,331
Less Deductions    $365,216
Net Disbursements    $786,115
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 545-290

(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 		Banuelos Bolanes ,  Anjanet  
Field Representative
none		$99,914$0$1,829$0$101,743
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		Chamberlin ,  Larry  
Field Representative
none		$99,914$0$6,469$0$106,383
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		Coe ,  David  
Field Representative
none		$99,914$0$2,649$0$102,563
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		Garza ,  Danielle   M
Political Assistant
none		$94,725$0$149$0$94,874
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		60 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Davidson ,  Brian  
Field Representative
none		$99,914$0$11,330$0$111,244
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		Gonzalez ,  Gloria   E
Dispatcher
none		$76,054$0$0$0$76,054
I
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 		Lane ,  Michelle   M
Member Service
none		$46,464$0$0$0$46,464
I
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 		Ponce-Montano ,  Diana  
Member Service
none		$65,343$0$0$0$65,343
I
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 		Wing ,  Lyric   I
Executive Assistant
none		$86,989$0$150$0$87,139
I
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 		Percifield ,  Donald  
Field Representative
none		$84,867$0$6,480$0$91,347
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		Zavala ,  Fabiola  
Member Service
none		$20,168$0$0$0$20,168
I
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 %
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$874,266$0$29,056$0$903,322
Less Deductions    $308,237
Net Disbursements    $595,085
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 545-290

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 2,737 
Agency Fee Payers*0
Total Members/Fee Payers2,737 
*Agency Fee Payers are not considered members of the labor organization.
Construction workers1,908Yes
Public works343Yes
Shipyard/Industry Members199Yes
Retired members225Yes
Gold members62Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 545-290

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$0
2. Named Payer Non-itemized Receipts$0
3. All Other Receipts$6,515
4. Total Receipts$6,515
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$40,000
2. Named Payee Non-itemized Disbursements$3,600
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$31,662
6. Total Disbursements$75,262
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$86,963
2. Named Payee Non-itemized Disbursements$10,881
3. To Officers$867,905
4. To Employees$448,573
5. All Other Disbursements$21,477
6. Total Disbursements$1,435,799
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$417,390
2. Named Payee Non-itemized Disbursements$142,581
3. To Officers$70,546
4. To Employees$295,168
5. All Other Disbursements$54,954
6. Total Disbursements$980,639
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$87,500
2. Named Payee Non-itemized Disbursements$0
3. To Officers$100,731
4. To Employees$108,251
5. All Other Disbursements$614
6. Total Disbursements$297,096
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$112,154
4. To Employees$51,327
5. All Other Disbursements$805
6. Total Disbursements$164,286
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 545-290

There was no data found for this schedule.

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 545-290

Name and Address
(A)
Go USA, Inc.

521 South Columbia St
Wenatchee
WA
98801
Type or Classification
(B)
Apparel Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$86,963
Total Non-Itemized Transactions with this Payee/Payer$4,706
Total of All Transactions with this Payee/Payer for This Schedule$91,669
Stickers and shirts for members04/09/2021$19,909
Shirts for members02/01/2021$12,464
Cups, water bottles, shirts and trucker caps01/11/2021$54,590
Name and Address
(A)
Sunriver Resort

17600 Center Dr
Sunriver
OR
97707
Type or Classification
(B)
Lodging
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,175
Total of All Transactions with this Payee/Payer for This Schedule$6,175
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 545-290

Name and Address
(A)
LiUNA Local 737 Political Action
#202
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$87,500
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$87,500
PAC contributions09/13/2021$50,000
PAC contributions04/14/2021$30,000
PAC contributions01/04/2021$7,500
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 545-290

Name and Address
(A)
Laborers' Community Service Inc
Suite 301
9955 SE Washington St
Portland
OR
97216
Type or Classification
(B)
Charitable Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$15,000
Donation05/24/2021$5,000
Presents for Partners10/27/2021$10,000
Name and Address
(A)
Northwest Delegate Fund
Suite 140
12201 Tukwila Intl Blvd
Tukwila
WA
98168
Type or Classification
(B)
Sponsorship
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,000
Total Non-Itemized Transactions with this Payee/Payer$3,600
Total of All Transactions with this Payee/Payer for This Schedule$18,600
Vernie Reed Memorial Scholarship03/01/2021$15,000
Name and Address
(A)
TJO Liuna Charitable Foundation
905 16th Street NW
905 16th Street NW
Washington
DC
20006-1765
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
Sponsorship 05/24/2021$10,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 545-290

Name and Address
(A)
AT & T MOBILITY
P. O. BOX 6463

CAROL STREAM
IL
60197-6463
Type or Classification
(B)
Communications
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,751
Total of All Transactions with this Payee/Payer for This Schedule$11,751
Name and Address
(A)
First Data

255 FiservDr
Brookfield
WI
53045
Type or Classification
(B)
Financial Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,621
Total of All Transactions with this Payee/Payer for This Schedule$7,621
Name and Address
(A)
Hollywood Impress Printing

4717 SE Division St
Portland
OR
97206
Type or Classification
(B)
Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,382
Total of All Transactions with this Payee/Payer for This Schedule$9,382
Name and Address
(A)
INCOM

7353 Austin Powder Dr
Glenwillow
OH
44139
Type or Classification
(B)
Technology
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,678
Total of All Transactions with this Payee/Payer for This Schedule$8,678
Name and Address
(A)
Lindquist LLP
Suite 400
5000 Executive Pkwy
San Ramon
CA
94583
Type or Classification
(B)
Certified Public Accountant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$19,186
Total Non-Itemized Transactions with this Payee/Payer$4,950
Total of All Transactions with this Payee/Payer for This Schedule$24,136
Annual Audit02/08/2021$7,186
Annual audit03/09/2021$12,000
Name and Address
(A)
Mckanna Bishop Joffe, LLP

1635 NW Johnson Street
Portland
OR
97209
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$5,995
Total of All Transactions with this Payee/Payer for This Schedule$5,995
Name and Address
(A)
Nexgen

940 Spokane Ave.
Whitefish
MT
30328
Type or Classification
(B)
Merchant Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,543
Total of All Transactions with this Payee/Payer for This Schedule$7,543
Name and Address
(A)
Northwest Labor Press
P. O. Box 13150

Portland
OR
97213
Type or Classification
(B)
Union Newspaper
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$20,761
Total of All Transactions with this Payee/Payer for This Schedule$20,761
Name and Address
(A)
Oregon Laborers' Empl Admin Fund, LLC
Suite 101
17230 NE Sacramento St
Portland
OR
97230
Type or Classification
(B)
Payroll Auditor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$48,081
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$48,081
Collection audit03/26/2021$48,081
Name and Address
(A)
OR and So Idaho Laborers Employers Coop & Ed Fund
P.O. Box 4148

Portland
OR
97208-4148
Type or Classification
(B)
Cooperation and Education Fund
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,393
Total of All Transactions with this Payee/Payer for This Schedule$10,393
Name and Address
(A)
OSI Laborers-Emply Training Trust

17242 NE Sacramento St
PORTLAND
OR
97230
Type or Classification
(B)
Training Center
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$195,978
Total Non-Itemized Transactions with this Payee/Payer$10,227
Total of All Transactions with this Payee/Payer for This Schedule$206,205
September 2021 Rent08/23/2021$16,342
October 2021 Rent09/27/2021$16,342
November 2021 Rent10/27/2021$16,342
May 2021 Rent04/26/2021$16,342
March 2021 Rent03/01/2021$16,091
June 2021 Rent05/24/2021$16,342
July 2021 Rent07/01/2021$16,342
January 2022 Rent12/17/2021$16,342
February 2021 Rent02/01/2021$16,467
December 2021 Rent12/01/2021$16,342
August 2021 Rent07/27/2021$16,342
April 2021 Rent03/26/2021$16,342
Name and Address
(A)
Pacific Office Automation
P. O. Box 41602

Philadelphia
PA
19101-1602
Type or Classification
(B)
Office Equipment
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$13,745
Total of All Transactions with this Payee/Payer for This Schedule$13,745
Name and Address
(A)
Scott Capital Advisors
Suite 810
707 SW Washington St
Portland
OR
97205
Type or Classification
(B)
Financial Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$19,054
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$19,054
Investment Manager Fees10/31/2021$6,993
Investment Manager Fees07/31/2021$6,563
Investment Manager Fees04/30/2021$5,498
Name and Address
(A)
Southern Oregon Labor Temple Assoc.

4480 Rogue Valley Hwy #3
Central Point
OR
97502
Type or Classification
(B)
Affiliate - Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,110
Total of All Transactions with this Payee/Payer for This Schedule$6,110
Name and Address
(A)
The Hartford
P. O. Box 660916

DALLAS
TX
75266-0916
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,746
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$9,746
Insurance10/13/2021$9,746
Name and Address
(A)
Union Insurance Group
Suite 310
303 W Erie St
Chicago
IL
60654
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$106,624
Total Non-Itemized Transactions with this Payee/Payer$3,232
Total of All Transactions with this Payee/Payer for This Schedule$109,856
Insurance10/13/2021$81,255
Insurance05/17/2021$14,958
Insurance11/10/2021$10,411
Name and Address
(A)
US Post Office

475 L'Enfant Plaza, SW
Washington
DC
20260-2200
Type or Classification
(B)
Postal Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,406
Total of All Transactions with this Payee/Payer for This Schedule$11,406
Name and Address
(A)
Weinberg, Roger & Rosenfeld

1375 55th St
Emeryville
CA
94608
Type or Classification
(B)
Attorney
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$18,721
Total Non-Itemized Transactions with this Payee/Payer$10,787
Total of All Transactions with this Payee/Payer for This Schedule$29,508
Legal Fees10/13/2021$11,154
Legal Fees12/09/2021$7,567
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 545-290

Name and Address
(A)




-1
Type or Classification
(B)
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 545-290

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$1,191,551
PensionOregon Laborers Defined Benefit Pension Trust$334,423
PensionLiUNA Staff & Affiliates Pension Fund$512,523
HealthOregon Laborers Health & Welfare Trust$285,660
Training Oregon Laborers Training Trust Fund$46,629
PensionOregon Laborers DC and 401(k) Plan$6,363
Life InsurancePrincipal Life Insurance$5,953
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 545-290


Question 10: OREGON LABORERS HEALTH AND WELFARE TRUST FUND 12029 NE GLENN WIDING, DRIVE, PORTLAND, OR 97208 PURPOSE: HEALTH BENEFIT TRUST ERISA FILE NUMBER: 93-6024141 PLAN:501 OREGON LABORERS DEFINED BENEFIT PENSION TRUST FUND 12029 NE GLENN WIDING, DRIVE, PORTLAND, OR 97208 PURPOSE: RETIREMENT BENEFIT TRUST ERISA FILE NUMBER: 93-6075363 PLAN:001 OREGON LABORERS-EMPLOYERS DEFINED CONTRIBUTION AND 401(K) PLAN 12029 NE GLENN WIDING, DRIVE, PORTLAND, OR 97208 PURPOSE: RETIREMENT BENEFIT TRUST ERISA FILE NUMBER: 27-6434385 PLAN:001

Question 11(a):

Question 11(a): : : : : : : LIUNA LOCAL 737 POLITICAL ACTION REPORTS ARE FILED WITH THE OREGON SECRETARY OF STATE, THE DEPARTMENT OF TREASURY - INTERNAL REVENUE SERVICE, AS REQUIRED, AND THE PAC ACTIVITY IS NOT INCLUDED IN THIS LM-2FILING. THE PAC'S EMPLOYER IDENTIFICATION NUMBER IS 84-3599153 AND ID NUMBER IS 20502.

Question 12: FINANCIAL STATEMENTS AUDITED BY OUTSIDE CPA FIRM WITHUMSMITH+BROWN, PC.

Question 15: DEPRECIATION EXPENSE: FURNITURE AND EQUIPMENT: $8,276 AUTOMOBILES: $94,954 AMORTIZATION EXPENSE LEASEHOLD IMPROVEMENTS: $31,605. The Local traded in two vehicles with total cost of $26,818, and a net book value of $0 at the time of the trade-in. The Local received a trade-in credit of $16,350 for the two vehicles.

Question 18: The International is filing Constitutional changes on our behalf.

Statement A,

Cash Begin Total:

Cash and investments for Start of the Reporting Period have been restated to reclassify $778,319 from cash to investments for money market mutual funds held by the Local.

Statement A,Investments Begin Total:

Cash and investments for Start of the Reporting Period have been restated to reclassify $778,319 from cash to investments for money market mutual funds held by the Local.

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::SHIPYARD/INDUSTRY EMPLOYEES PAY FULL DUES.

Schedule 13, Row3:

Schedule 13, Row3::::

Schedule 13, Row4:

Schedule 13, Row4::RETIRED MEMBERS DO NOT PAY DUES.

Schedule 13, Row4:

Schedule 13, Row4::::

Schedule 13, Row5:

Schedule 13, Row5::GOLD MEMBERS DO NOT PAY DUES.

Schedule 13, Row5:

Schedule 13, Row5::::SCHEDULE 6: THE FAIR MARKET VALUE FOR THE FIXED ASSETS OF THE LOCAL IS NOT READILY AVAILABLE FOR DISCLOSURE AT SCHEDULE 6. THE FAIR MARKET VALUE WAS ESTIMATED BASED ON THE BOOK VALUE OF THE ASSETS. SCHEDULE 11: MARIO CALDERON WAS APPOINTED AS AUDITOR BY THE EXECUTIVE BOARD. 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 UNION 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 REPORTED IN COLUMN (G). IRS STANDARDS SHOULD NOT NECESSARILY BE CONSIDERED AS THE ACTUAL BUSINESS USE OF AN AUTOMOBILE.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)