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
543-920
2. PERIOD COVERED
From07/01/2021
Through06/30/2022
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
COMMUNICATIONS WORKERS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
 6. DESIGNATION NBR
9119
7. UNIT NAME (if any)
UPTE-CWA
8. MAILING ADDRESS (Type or print in capital letters)
First Name
CAROLE
 Last Name
NETTER
P.O Box - Building and Room Number
SUITE 310
Number and Street
2855 TELEGRAPH AVE
City
BERKELEY
State
CA		 ZIP Code + 4
94705


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:Daniel RussellPRESIDENT71. SIGNED:Carole S NetterTREASURER
Date:Sep 28, 2022Telephone Number:510-631-9369Date:Sep 28, 2022Telephone Number:323-559-4102
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 543-920
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?No
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?No
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?Yes
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?No
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?12/2023
20. How many members did the labor organization have at the end of the reporting period?9,483
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees1.3% of Gross FeesperMonthlyN/A$115
(b) Working Dues/FeesN/Aper
(c) Initiation FeesN/Aper
(d) Transfer FeesN/Aper
(e) Work PermitsN/Aper

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 543-920

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $4,996,004$6,672,823
23. Accounts Receivable1$602,993$675,384
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $0$0
26. Investments5$0$0
27. Fixed Assets6$0$0
28. Other Assets7$26,101$26,101
29. TOTAL ASSETS $5,625,098$7,374,308

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$997,728$616,550
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$152,559$135,415
34. TOTAL LIABILITIES $1,150,287$751,965
35. NET ASSETS$4,474,811$6,622,343
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 543-920

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $8,088,199
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $935
41. Dividends $0
42. Rents $0
43. Sale of Investments and Fixed Assets3$0
44. Loans Obtained9$0
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$3,125
49. TOTAL RECEIPTS $8,092,259
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$1,766,535
51. Political Activities and Lobbying16$68,535
52. Contributions, Gifts, and Grants17$4,243
53. General Overhead18$889,165
54. Union Administration19$105,075
55. Benefits20$361,439
56. Per Capita Tax $3,081,905
57. Strike Benefits $14,298
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$0
61. Loans Made2$0
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $0
65. Direct Taxes $164,660
  
66. Subtotal $6,455,855
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$437,747  
  67b. Less Total Disbursed$397,332  
  67c. Total Withheld But Not Disbursed $40,415
68. TOTAL DISBURSEMENTS $6,415,440
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 543-920

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$675,384   
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $675,384$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 543-920

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: 543-920

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Gross Sales Price
(D) 		Amount Received
(E)
Total of all lines above$0$0$0$0
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 543-920

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$0$0$0
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 543-920

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost
B. Total Book Value
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
Other Investments 
D. Total Cost
E. Total Book Value
F. List each other investment which has a book value over $5,000 and exceeds 5% of Line E.  Also, list each subsidiary for which separate reports are attached.  
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 543-920

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
D. Office Furniture and Equipment
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $0$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 543-920

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $26,101
Deposits Refundable$26,101
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 543-920

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$616,550$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $616,550$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 543-920

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: 543-920

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $135,415
Payroll Witholdings$40,415
Accrued Vacation$95,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 543-920

(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 		Netter ,  Carole  
Treasurer
N		$0$0$4,886$0$4,886
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		40 %
A
B
C 		Dean ,  Cheyenne  
Local 7 Rep
C		$0$0$0$0$0
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 		Miller ,  Damion  
Local 4 Rep
P		$0$0$0$0$0
I
Schedule 15
Representational Activities 		70 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		30 %
A
B
C 		Russell ,  Dan  
President
C		$69,976$0$37,393$0$107,369
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 		Thompson ,  Daniel  
Local 12 Rep
N		$3,362$0$0$0$3,362
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 		de Ugarte ,  Eduardo  
Local 184 Rep
C		$0$0$0$0$0
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 		Cannell ,  Ellie  
Local 5 Rep
C		$0$0$0$0$0
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 		Trinidad Jr. ,  Enrique  
Local 8 Rep
C		$513$0$0$0$513
I
Schedule 15
Representational Activities 		70 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		30 %
A
B
C 		Martinez ,  Fernando  
Secretary
P		$0$60$0$0$60
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 		McDole ,  Jamie  
President
P		$407,233$0$20,614$0$427,847
I
Schedule 15
Representational Activities 		60 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		20 %
A
B
C 		Calhoun ,  Jeff  
Local 3 Rep
P		$0$0$0$0$0
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 		Chavez ,  Joaquin  
Vice President
P		$22,847$0$0$0$22,847
I
Schedule 15
Representational Activities 		70 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		20 %
A
B
C 		Baker ,  Jodi  
Local 13 Rep
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		Martin ,  John C  
Local 12 Rep
P		$2,493$0$870$0$3,363
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		Shisler ,  Ken  
Local 1663 Rep
P		$0$0$0$0$0
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 		Two ,  Kevin  
Local 10 Rep
C		$0$0$124$0$124
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 		Kermish ,  Lisa  
Retiree Rep
C		$0$0$0$0$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 		100 %
A
B
C 		Miller ,  Marc  
Local 4 Rep
N		$0$0$0$0$0
I
Schedule 15
Representational Activities 		70 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		30 %
A
B
C 		Campos ,  Matias  
Executive VP
N		$2,041$0$7,909$0$9,950
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		Stephen ,  Matthew  
Secretary
N		$1,746$0$720$0$2,466
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		Freeman ,  Michele  
Local 9 Rep
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		70 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		30 %
A
B
C 		Ursula ,  Quinn  
Vice President
N		$0$0$0$0$0
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 		Harris-Depriest ,  Robbie  
Local 2 Rep
N		$0$0$0$0$0
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 		Raouf ,  Sammarah  
Local 6 Rep
C		$0$0$0$0$0
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 		Blackman ,  Sandra  
Local 14 Rep
C		$12,765$0$0$0$12,765
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		McStay ,  Sean  
Local 3 Rep
N		$0$0$0$0$0
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 		Vela ,  Shanna   M
Treasurer
P		$4,463$0$570$0$5,033
I
Schedule 15
Representational Activities 		30 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		30 % Schedule 19
Administration 		40 %
A
B
C 		Barr ,  Shareen  
Local 4 Rep
P		$0$0$0$0$0
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 		Balke ,  Stephen  
Local 11 Rep
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		70 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		30 %
A
B
C 		Nguyen ,  Thientam  
Local 2 Rep
P		$0$0$0$0$0
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 		Ward ,  Toni  
Local 1 Rep
C		$0$0$0$0$0
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 %
Total Officer Disbursements$527,439$60$73,086$0$600,585
Less Deductions    $5,104
Net Disbursements    $595,481
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 543-920

(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 		Acosta ,  Adrian  
Political Director
None		$22,909$0$556$0$23,465
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		100 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Castillo ,  Juan   A
LDC
None		$81,987$0$0$0$81,987
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 		Della Morte ,  Vincent   T
Comm Specialist
None		$61,472$0$0$0$61,472
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 		Dermand ,  John   C
Member staff
None		$15,809$0$0$0$15,809
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 		Duarte ,  Daniel   A
LDC
None		$55,896$0$0$0$55,896
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 		Felsing ,  Samuel   S
Communication Coordinator
None		$21,971$0$0$0$21,971
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 		Flaherman ,  Maureen   C
LDC
None		$34,933$0$530$0$35,463
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 		Gilkey ,  Stephanie  
HR
None		$38,015$0$0$0$38,015
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 		Gonzales ,  Timothy  
LDC
None		$34,098$0$0$0$34,098
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 		Defazio-Hampton ,  Dianna   R
LDC
None		$23,906$0$757$0$24,663
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 		Harris III ,  Paul   E
Systemwide Director
None		$76,077$0$51$0$76,128
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		50 % Schedule 19
Administration 		0 %
A
B
C 		Johnson ,  Michael   L
LDC
None		$50,127$0$1,851$0$51,978
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 		Kolze ,  Todd   M
LDC
None		$86,980$0$380$0$87,360
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 		Lin ,  Liqiang  
Controller
None		$77,353$0$124$0$77,477
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 		Lloyd ,  Flora   R
LDC
None		$19,524$0$553$0$20,077
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 		Mason ,  Matthew  
NRC
None		$51,365$0$0$0$51,365
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 		McReynolds ,  Candy   C
LDC
None		$76,445$0$2,508$0$78,953
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 		Montano ,  Eileen   M
LDC
None		$40,994$0$321$0$41,315
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 		Moy ,  James   A
LDC
None		$59,175$0$553$0$59,728
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 		Oleksijew ,  Amy   B
Administrative
None		$74,732$0$0$0$74,732
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 		Pszczola ,  Marcin  
LDC
None		$72,845$0$310$0$73,155
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 		Ramirez ,  Alejandra  
Administrative
None		$65,909$0$0$0$65,909
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 		Rosenbury ,  Jason  
Contract
None		$56,843$0$1,319$0$58,162
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 		Rosenfield ,  Aaron   C
LDC
None		$86,980$0$1,757$0$88,737
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 		Spencer ,  William   A
LDC
None		$71,158$0$0$0$71,158
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 		Stevens ,  Gregory   W
LDC
None		$16,093$0$20$0$16,113
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 		Waters-Smith ,  Paul   H
Systemwide Director
None		$103,831$0$0$0$103,831
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		50 % Schedule 19
Administration 		0 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$27,120$3,760$14,306$0$45,186
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 %
Total Employee Disbursements$1,504,547$3,760$25,896$0$1,534,203
Less Deductions    $432,643
Net Disbursements    $1,101,560
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 543-920

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 9,483 
Agency Fee Payers*
Total Members/Fee Payers9,483 
*Agency Fee Payers are not considered members of the labor organization.
Health Care3,866Yes
Research2,190Yes
Technical1,606Yes
Lawrence Berkeley National Lab111Yes
Administrative Professional664Yes
Los Alamos National Labs32Yes
Lawrence Livermore National Labs243Yes
Associate Faculty771Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 543-920

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$0
2. Named Payer Non-itemized Receipts$0
3. All Other Receipts$3,125
4. Total Receipts$3,125
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$4,243
6. Total Disbursements$4,243
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$153,850
2. Named Payee Non-itemized Disbursements$82,480
3. To Officers$413,600
4. To Employees$1,081,183
5. All Other Disbursements$35,422
6. Total Disbursements$1,766,535
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$142,894
2. Named Payee Non-itemized Disbursements$191,152
3. To Officers$44,790
4. To Employees$429,556
5. All Other Disbursements$80,773
6. Total Disbursements$889,165
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$45,070
4. To Employees$23,465
5. All Other Disbursements$0
6. Total Disbursements$68,535
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$5,000
2. Named Payee Non-itemized Disbursements$0
3. To Officers$97,126
4. To Employees$0
5. All Other Disbursements$2,949
6. Total Disbursements$105,075
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 543-920

Name and Address
(A)




-1
Type or Classification
(B)
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 543-920

Name and Address
(A)
Alliance Graphics
Suite 100
1101 8th St
Berkeley
CA
94710
Type or Classification
(B)
Printing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,616
Total Non-Itemized Transactions with this Payee/Payer$7,040
Total of All Transactions with this Payee/Payer for This Schedule$20,656
Printing06/30/2022$13,616
Name and Address
(A)
CWA International

501 3rd Street NW
Washington
DC
20001
Type or Classification
(B)
International Union-Strike Support
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$48,976
Total of All Transactions with this Payee/Payer for This Schedule$48,976
Name and Address
(A)
Hyatt Regency

5 Embarcadero Ctr
San Francisco
CA
94111
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$6,795
Total of All Transactions with this Payee/Payer for This Schedule$6,795
Name and Address
(A)
Leonard Carder, LLP
Suite 201
1188 Franklin Street
San Francisco
CA
94109
Type or Classification
(B)
Legal
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$140,234
Total Non-Itemized Transactions with this Payee/Payer$6,107
Total of All Transactions with this Payee/Payer for This Schedule$146,341
Legal08/25/2021$11,620
Legal09/24/2021$26,216
Legal10/20/2021$5,119
Legal12/01/2021$18,354
Legal12/15/2021$16,394
Legal01/25/2022$6,520
Legal02/18/2022$12,266
Legal03/16/2022$19,182
Legal04/20/2022$18,310
Legal05/18/2022$6,253
Name and Address
(A)
Southwest Airlines

2702 Love Field Drive
Dallas
TX
75235
Type or Classification
(B)
Airline
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,268
Total of All Transactions with this Payee/Payer for This Schedule$6,268
Name and Address
(A)
United Airlines

800 S Airport Blvd
San Francisco
CA
94128
Type or Classification
(B)
Airline
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,294
Total of All Transactions with this Payee/Payer for This Schedule$7,294
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 543-920

There was no data found for this schedule.

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 543-920

Name and Address
(A)




-1
Type or Classification
(B)
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 543-920

Name and Address
(A)
5005 La Mart LLC
P.O. Box 7584

Alhambra
CA
91802
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,880
Total Non-Itemized Transactions with this Payee/Payer$170
Total of All Transactions with this Payee/Payer for This Schedule$6,050
Rent01/11/2022$5,880
Name and Address
(A)
AT&T
5025

Carol Stream
IL
60197
Type or Classification
(B)
Telephone
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$19,077
Total of All Transactions with this Payee/Payer for This Schedule$19,077
Name and Address
(A)
AT&T Mobility
6463

Carol Stream
IL
60197
Type or Classification
(B)
Telephone
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$15,293
Total of All Transactions with this Payee/Payer for This Schedule$15,293
Name and Address
(A)
Beitler Commercial Realty Services

825 S Barrington Ave
Los Angeles
CA
90049
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$34,666
Total of All Transactions with this Payee/Payer for This Schedule$34,666
Name and Address
(A)
Benchmark Insurance Company

150 Lake Street West
Wayzata
MN
55391
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$15,340
Total of All Transactions with this Payee/Payer for This Schedule$15,340
Name and Address
(A)
Crown Office Building
Suite 200
4047 First Street
Livermore
CA
94551
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,943
Total of All Transactions with this Payee/Payer for This Schedule$9,943
Name and Address
(A)
CWA Local 9509

7548 Trade St
San Diego
CA
92121
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,600
Total of All Transactions with this Payee/Payer for This Schedule$9,600
Name and Address
(A)
Eberts & Harrison, Inc.
Suite 329
10630 Little Patuxent Pkwy
Columbia
MD
21044
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,723
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$6,723
Insurance10/11/2021$6,723
Name and Address
(A)
JKL Fuluso LLC

11020 Magdalena Rd
Los Altos Hills
CA
94204
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$16,800
Total of All Transactions with this Payee/Payer for This Schedule$16,800
Name and Address
(A)
Lindquist LLP

5000 Executive Pkwy Ste 400
San Ramon
CA
94583
Type or Classification
(B)
Accounting
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$54,300
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$54,300
Auditing12/03/2021$7,000
Auditing11/02/2021$7,000
Auditing08/17/2021$14,000
Auditing10/19/2021$7,000
Auditing10/08/2021$7,000
Auditing07/12/2021$7,000
Auditing01/31/2022$5,300
Name and Address
(A)
Quicksilver Consulting

1418 Liberty St
El Cerrito
CA
94530
Type or Classification
(B)
IT Support
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$23,655
Total of All Transactions with this Payee/Payer for This Schedule$23,655
Name and Address
(A)
Regus Sacramento Promenade
Suite 300
180 Promenade Circle North
Sacramento
CA
95834
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$17,635
Total of All Transactions with this Payee/Payer for This Schedule$17,635
Name and Address
(A)
Robert Half Management Resources
743295

Los Angeles
CA
90074
Type or Classification
(B)
Temp Agency
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,750
Total of All Transactions with this Payee/Payer for This Schedule$7,750
Name and Address
(A)
Sierra Property Group, Inc

5290 Overpass Rd Bldg C
Santa Barbara
CA
95111
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$14,137
Total of All Transactions with this Payee/Payer for This Schedule$14,137
Name and Address
(A)
State Farm Insurance
680001

Dallas
TX
75368
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,377
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,377
Insurance03/03/2022$5,377
Name and Address
(A)
STG 2855 Telegraph, LLC
Suite 101
1304 Southpoint Blvd
Petaluma
CA
94954
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$64,614
Total Non-Itemized Transactions with this Payee/Payer$7,086
Total of All Transactions with this Payee/Payer for This Schedule$71,700
Rent10/19/2021$8,815
Rent09/21/2021$8,815
Rent08/20/2021$8,815
Rent06/22/2022$6,536
Rent05/18/2022$6,536
Rent04/19/2022$6,536
Rent03/21/2022$6,509
Rent02/18/2022$6,175
Rent07/19/2021$5,877
Name and Address
(A)
Trumpia

2544 W Woodland Dr
Anaheim
CA
92801
Type or Classification
(B)
Telephone
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
Telephone services07/03/2021$6,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 543-920

Name and Address
(A)
MK Election

441 42nd Street
Pittsburgh
PA
15201
Type or Classification
(B)
Union Election
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
Union Election03/21/2022$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 543-920

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$361,439
VisionVision Service Plan$2,383
Life InsuranceThe Standard$5,415
HealthAnthem Blue Cross$2,911
HealthKaiser$256,820
DentalHealth Care Dental Trust$13,050
DB Pension PlanCWA/ITU Pension Plan$59,049
DC Retirement PlanCWA Savings 401k Contributions$21,811
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 543-920


Question 11(b): : : THE UPTE-CWA RETIRED MEMBERS CHAPTER 9119 IS A WHOLLY OWNED SUBSIDIARY ORGANIZATION. RETIRED MEMBERS OF THE LOCAL CAN PARTICIPATE IN THE UPTE-CWA RETIRED MEMBERS CHAPTER 9119. THE FINANCIAL INFORMATION OF THE UPTE-CWA RETIRED MEMBERS CHAPTER 9119 IS INCLUDED IN THIS LOCAL'S LM-2 FILING.

Question 12: AN AUDIT WAS PERFORMED BY AN OUTSIDE ACCOUNTING FIRM, WITHUMSMITH+BROWN, PC.

Statement A,

Cash Begin Total: Start of the Reporting Period amount was increased by $133,217 for stale-dated checks that were issued prior to June 30, 2021 and written-off subsequent to the reporting period.

Schedule 13, Row1:

Schedule 13, Row1::::HEALTH CARE MEMBERS PAY A FULL DUES RATE.

Schedule 13, Row1:

Schedule 13, Row1::::

Schedule 13, Row2:

Schedule 13, Row2::::RESEARCH MEMBERS PAY A FULL DUES RATE.

Schedule 13, Row2:

Schedule 13, Row2::::

Schedule 13, Row3:

Schedule 13, Row3::::TECHNICAL MEMBERS PAY A FULL DUES RATE.

Schedule 13, Row3:

Schedule 13, Row3::::

Schedule 13, Row4:

Schedule 13, Row4::::LAWRENCE BERKELEY NATIONAL LAB MEMBERS PAY A FULL DUES RATE.

Schedule 13, Row4:

Schedule 13, Row4::::

Schedule 13, Row5:

Schedule 13, Row5::::ADMINISTRATIVE PROFESSIONALS MEMBERS PAY A REDUCED RATE OF $22.

Schedule 13, Row5:

Schedule 13, Row5::::

Schedule 13, Row6:

Schedule 13, Row6::::LOS ALAMOS NATIONAL LAB MEMBERS PAY A REDUCED RATE OF $20.

Schedule 13, Row6:

Schedule 13, Row6::::

Schedule 13, Row7:

Schedule 13, Row7::::LAWRENCE LIVERMORE NATIONAL LAB MEMBERS PAY A REDUCED RATE OF $25 FOR LEGACY WORKERS AND $55 FOR SKILLED TRADES WORKERS.

Schedule 13, Row7:

Schedule 13, Row7::::

Schedule 13, Row8:

Schedule 13, Row8:ASSOCIATE FACULTY MEMBERS PAY A FULL DUES RATE.

Schedule 13, Row8:

Schedule 13, Row8::::

General Information: SCHEDULE 11 & 12 COLUMN F: BASED ON THE LOCAL''S POLICIES, NUMEROUS UNION EXPENSES, INCLUDING AIRFARE, LODGING, AND FOOD FOR MANY EVENTS, ARE PAID THROUGH THE USE OF PERSONAL CREDIT CARDS. THE LOCAL PAYS THE BUSINESS EXPENSES CHARGED TO THE OFFICERS PERSONAL CREDIT CARDS DIRECTLY TO THE CREDIT CARD COMPANIES. IT IS ALSO COMMON PRACTICE FOR CERTAIN OFFICERS AND EMPLOYEES TO PAY FOR UNION-RELATED TRAVEL AND LODGING EXPENSES ON BEHALF OF OTHER UNION OFFICERS AND EMPLOYEES AND THESE AMOUNTS ARE REPORTED ON SCHEDULES 11 AND 12, COLUMNS D AND F. IN ADDITION, THERE IS AN ARRANGEMENT BETWEEN THE LOCAL AND THE UNIVERSITY OF CALIFORNIA WHEREBY CERTAIN EMPLOYEES AND OFFICERS (LEASED EMPLOYEES) WORK A PERCENTAGE OF TIME FOR THE LOCAL AND A PERCENTAGE OF TIME FOR THE UNIVERSITY OF CALIFORNIA. THE UNIVERSITY OF CALIFORNIA PAYS SALARIES AND BENEFITS TO THE LEASED EMPLOYEES AND INVOICES THE LOCAL BASED ON THE PERCENT OF TIME THE LEASED EMPLOYEE WORKED FOR THE LOCAL. THE AMOUNT REIMBURSED TO THE UNIVERSITY OF CALIFORNIA DURING THE YEAR ENDED JUNE 30, 2022 HAS BEEN REPORTED ON SCHEDULE 11 & 12 IN COLUMN D. THE LOCAL RECEIVED AN INVOICE FROM THE UNIVERSITY OF CALIFORNIA FOR WAGES AND BENEFITS PAID TO JAIME MCDOLE FOR THE PERIOD JULY 2019 TO AUGUST 2021 FOR $407,233 IN WAGES THAT ARE INCLUDE IN COLUMN D OF SCHEDULE 11. THESE WERE PAID BY THE LOCAL DURING THE CURRENT PERIOD. SCHEDULE 11-OTHER: DURING THE PRIOR REPORTING PERIOD, DAN RUSSELL HELD THE POSITION OF EXECUTIVE VICE PRESIDENT BUT AS A RESULT OF THE JUNE 2021 ELECTION, HIS POSITION CHANGED TO PRESIDENT EFFECTIVE JULY 2021.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)