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
011-519
2.
PERIOD COVERED
From
01/01/2022
Through
12/31/2022
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
STEELWORKERS, AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
10 LOCAL UNION S
6. DESIGNATION NBR
1940
7. UNIT NAME (if any)
8. MAILING ADDRESS (Type or print in capital
letters)
First Name
JOSEPH
Last Name
HACKENBERG
P.O Box - Building and Room Number
Number and Street
519 ELECTRIC AVENUE
City
LEWISTOWN
State
PA
ZIP Code + 4
17044
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:
Brian Barlett
PRESIDENT
71. SIGNED:
Kevin Hartman
TREASURER
Date:
Mar 13, 2023
Telephone
Number:
717-250-1428
Date:
Mar 13, 2023
Telephone
Number:
717-994-8514
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21
FILE NUMBER:
011-519
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?
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?
No
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?
$45,327
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?
Yes
19. What is the date of the labor
organization's next regular election of officers?
04/2024
20. How many members did the labor organization
have at the end of the reporting period?
850
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
1.45%+.02 per hour
per
Month
5.00
2.8 time the members average hourly wage
(b) Working Dues/Fees
N/A
per
N/A
N/A
N/A
(c) Initiation Fees
10.00
per
Once
10.00
10.00
(d) Transfer Fees
N/A
per
N/A
N/A
N/A
(e) Work Permits
N/A
per
N/A
N/A
N/A
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS
AND LIABILITIES
FILE NUMBER:
011-519
ASSETS
ASSETS
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash
$162,384
$188,070
23. Accounts Receivable
1
$0
24. Loans Receivable
2
25. U.S. Treasury
Securities
$0
26. Investments
5
27. Fixed Assets
6
$256,923
$259,116
28. Other Assets
7
29.
TOTAL ASSETS
$419,307
$447,186
LIABILITIES
LIABILITIES
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable
8
31. Loans Payable
9
32. Mortgages Payable
$0
33. Other Liabilities
10
34. TOTAL
LIABILITIES
$0
$0
35. NET
ASSETS
$419,307
$447,186
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B -
RECEIPTS AND DISBURSEMENTS
FILE NUMBER:
011-519
CASH
RECEIPTS
SCH
AMOUNT
36. Dues and Agency Fees
$288,768
37. Per Capita Tax
$0
38. Fees, Fines,
Assessments, Work Permits
$0
39. Sale of Supplies
$0
40. Interest
$423
41. Dividends
$0
42. Rents
$225
43. Sale of Investments
and Fixed Assets
3
44. Loans Obtained
9
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
$1,467
49. TOTAL RECEIPTS
$290,883
CASH DISBURSEMENTS
SCH
AMOUNT
50.
Representational Activities
15
$160,813
51.
Political Activities and Lobbying
16
$0
52.
Contributions, Gifts, and Grants
17
$4,359
53. General
Overhead
18
$42,232
54. Union
Administration
19
$36,221
55. Benefits
20
56. Per
Capita Tax
$0
57. Strike
Benefits
$0
58. Fees,
Fines, Assessments, etc.
$2,509
59. Supplies
for Resale
$0
60. Purchase
of Investments and Fixed Assets
4
$2,193
61. Loans
Made
2
62.
Repayment of Loans Obtained
9
63. To
Affiliates of Funds Collected on Their Behalf
$0
64. On
Behalf of Individual Members
$0
65. Direct
Taxes
$16,870
66. Subtotal
$265,197
67.
Withholding Taxes and Payroll Deductions
67a. Total
Withheld
$46,991
67b. Less Total
Disbursed
$46,991
67c.
Total Withheld But Not Disbursed
68.
TOTAL DISBURSEMENTS
$265,197
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS
RECEIVABLE AGING SCHEDULE
FILE NUMBER:
011-519
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:
011-519
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:
011-519
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
(The
total from Net Sales Line will be automatically entered
in Item 43)
Net Sales
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE
OF INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
011-519
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total
of all lines above
$2,193
$0
$2,193
Office Equipment
$2,193
$0
$2,193
Less Reinvestments
$0
(The
total from Net Purchases Line will be automatically
entered in Item 60.)
Net Purchases
$2,193
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 -
INVESTMENTS
FILE NUMBER:
011-519
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:
011-519
Description
(A)
Cost or Other Basis
(B)
Total Depreciation or
Amount Expensed
(C)
Book Value
(D)
Value
(E)
A.
Land (give location)
Land
1
:
519 Electric Ave, Lewistown PA 17044
$5,500
$5,500
$5,500
B.
Buildings (give location)
Building
1
:
519 Electric Ave, Lewistown PA 17044
$138,039
$138,039
$138,039
C. Automobiles
and
Other Vehicles
D. Office
Furniture
and Equipment
$115,577
$115,577
$115,577
E.
Other Fixed Assets
F. Totals of Lines A through E
(Column(D) Total will be automatically entered in Item
27, Column(B))
$259,116
$0
$259,116
$259,116
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER
ASSETS
FILE NUMBER:
011-519
Description
(A)
Book Value
(B)
Total
(Total will be automatically entered in Item 28, Column(B))
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS
PAYABLE AGING SCHEDULE
FILE NUMBER:
011-519
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:
011-519
Source of Loans Payable at Any
Time During the Reporting Period
(A)
Loans Owed at
Start of Period
(B)
Loans Obtained
During Period
(C)
Repayment
During Period
Cash
(D)(1)
Repayment
During Period
Other Than Cash
(D)(2)
Loans Owed at
End of Period
(E)
Total Loans Payable
$0
$0
$0
$0
$0
Totals will be automatically entered in...
Item 31
Column (C)
Item 44
Item 62
Item 69
with Explanation
Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER
LIABILITIES
FILE NUMBER:
011-519
Description
(A)
Amount at End of Period
(B)
Total Other Liabilities
(Total will be automatically entered in Item 33, Column(D))
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL
OFFICERS AND DISBURSEMENTS TO OFFICERS
FILE NUMBER:
011-519
(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
Barlett
,
Brian
President C
$95,595
$0
$6,469
$0
$102,064
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
Reichard
,
Lonny
Vice President C
$648
$0
$0
$0
$648
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
Molek
,
Ryan
Recording Secretary C
$558
$0
$0
$0
$558
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
Hackenberg
,
Joseph
Financial Secretary C
$9,203
$0
$562
$0
$9,765
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
Hartman
,
Kevin
Treasurer C
$4,808
$0
$3,277
$0
$8,085
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
Ferencz
,
Andrew
Trustee C
$2,113
$0
$50
$0
$2,163
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
Dobson
,
Travis
Trustee C
$2,636
$0
$50
$0
$2,686
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
Watson
,
Patricia
Trustee C
$8,040
$0
$0
$0
$8,040
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
Lepley
,
Kevin
Guard C
$630
$0
$0
$0
$630
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
Brought
,
Craig
Guard C
$6,741
$0
$190
$0
$6,931
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
Bitting
,
Jeffry
Guide C
$755
$0
$10
$0
$765
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
%
Total Officer
Disbursements
$131,727
$0
$10,608
$0
$142,335
Less Deductions
$28,979
Net
Disbursements
$113,356
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 -
DISBURSEMENTS TO EMPLOYEES
FILE NUMBER:
011-519
(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
TOTALS RECEIVED
BY EMPLOYEES MAKING $10,000 OR LESS
$45,319
$0
$11,511
$0
$56,830
I
Schedule 15
Representational Activities
70
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
30
%
Schedule 19
Administration
0
%
Total
Employee Disbursements
$45,319
$0
$11,511
$0
$56,830
Less
Deductions
$18,012
Net Disbursements
$38,818
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 -
MEMBERSHIP STATUS
FILE NUMBER:
011-519
Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members
(Total of all lines above)
850
Agency Fee Payers*
Total Members/Fee Payers
850
*Agency Fee Payers are
not considered members of the labor organization.
All members are paying full dues.
850
Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE
- SCHEDULES 14 THROUGH 19
FILE NUMBER:
011-519
SCHEDULE 14 OTHER RECEIPTS
1. Named Payer
Itemized Receipts
$0
2. Named Payer
Non-itemized Receipts
$0
3. All Other Receipts
$1,467
4. Total
Receipts
$1,467
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
$4,359
6. Total
Disbursements
$4,359
SCHEDULE 15 REPRESENTATIONAL
ACTIVITIES
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$99,637
4. To Employees
$39,781
5. All Other
Disbursements
$21,395
6. Total
Disbursements
$160,813
SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$14,235
4. To Employees
$17,049
5. All Other
Disbursements
$10,948
6. Total
Disbursements
$42,232
SCHEDULE 16 POLITICAL
ACTIVITIES AND LOBBYING
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
$0
6. Total
Disbursements
$0
SCHEDULE 19 UNION
ADMINISTRATION
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$28,468
4. To Employees
$0
5. All Other
Disbursements
$7,753
6. Total
Disbursements
$36,221
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER
RECEIPTS
FILE NUMBER:
011-519
There was no data
found for this schedule.
SCHEDULE 15 -
REPRESENTATIONAL ACTIVITIES
FILE NUMBER:
011-519
There was no data
found for this schedule.
SCHEDULE 16 -
POLITICAL ACTIVITIES AND LOBBYING
FILE NUMBER
011-519
There was no data
found for this schedule.
SCHEDULE 17 -
CONTRIBUTIONS, GIFTS & GRANTS
FILE NUMBER:
011-519
There was no data
found for this schedule.
SCHEDULE 18 - GENERAL
OVERHEAD
FILE NUMBER:
011-519
There was no data
found for this schedule.
SCHEDULE 19 - UNION
ADMINISTRATION
FILE NUMBER:
011-519
There was no data
found for this schedule.
SCHEDULE 20 -
BENEFITS
FILE NUMBER:
011-519
Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all
lines above (Total will be automatically entered in Item
55.)
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL
INFORMATION SUMMARY
FILE NUMBER:
011-519
Question 18: CONSTITUTION CONVENTION PARENT BODY WILL SUBMIT CHANGES TO THE DOL.
Schedule 13, Row1:
Schedule 13, Row1:All full dues paying members each have one vote.