U.S. Department of Labor
Office of Labor-Management Standards
Washington, DC 20210
FORM LM-2 LABOR ORGANIZATION ANNUAL REPORT
Form Approved
Office of Management and Budget
No.
1245-0003
Expires:
01-31-2025
MUST BE USED BY LABOR ORGANIZATIONS WITH $250,000 OR
MORE IN TOTAL ANNUAL RECEIPTS AND LABOR ORGANIZATIONS IN
TRUSTEESHIP
This report is
mandatory under P.L. 86-257, as amended. Failure to comply
may result in criminal prosecution, fines, or civil penalties as
provided by 29 U.S.C. 439 or 440.
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS
REPORT.
For Official Use Only
1. FILE NUMBER
039-553
2.
PERIOD COVERED
From
01/01/2022
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
LABORERS
5. DESIGNATION (Local, Lodge, etc.)
DISTRICT COUNCIL
6. DESIGNATION NBR
7. UNIT NAME (if any)
OREGON AND SOUTHERN IDAHO
8. MAILING ADDRESS (Type or print in capital
letters)
First Name
Jeffrey
Last Name
Gritz
P.O Box - Building and Room Number
Suite 201
Number and Street
17230 NE Sacramento St.
City
PORTLAND
State
OR
ZIP Code + 4
97230
9. Are your organization's records kept at its
mailing address?
Yes
Each of the undersigned, duly authorized
officers of the above labor organization, declares,
under penalty of perjury and other applicable penalties
of law, that all of the information submitted in this
report (including information contained in any
accompanying documents) has been examined by the
signatory and is, to the best of the undersigned
individual's knowledge and belief, true, correct
and complete (See Section V on penalties in the
instructions.)
70. SIGNED:
Matthew R Jensen
PRESIDENT
71. SIGNED:
Jeffrey D Gritz
TREASURER
Date:
Mar 28, 2023
Telephone
Number:
503-758-9303
Date:
Mar 28, 2023
Telephone
Number:
503-760-2933
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21
FILE NUMBER:
039-553
10. During the reporting period did the labor
organization create or participate in the administration of
a trust or a fund or organization, as defined in the
instructions, which provides benefits for members or
beneficiaries?
Yes
11(a). During the reporting period did the
labor organization have a political action committee (PAC)
fund?
Yes
11(b). During the reporting period did the
labor organization have a subsidiary organization as
defined in Section X of these Instructions?
No
12. During the reporting period did the labor
organization have an audit or review of its books and
records by an outside accountant or by a parent body
auditor/representative?
Yes
13. During the reporting period did the labor
organization discover any loss or shortage of funds or
other assets? (Answer "Yes" even if there has
been repayment or recovery.)
No
14. What is the maximum amount recoverable
under the labor organization's fidelity bond for a
loss caused by any officer, employee or agent of the labor
organization who handled union funds?
$500,000
15. During the reporting period did the labor
organization acquire or dispose of any assets in a manner
other than purchase or sale?
Yes
16. Were any of the labor organization's
assets pledged as security or encumbered in any way at the
end of the reporting period?
No
17. Did the labor organization have any
contingent liabilities at the end of the reporting period?
No
18. During the reporting period did the labor
organization have any changes in its constitution or
bylaws, other than rates of dues and fees, or in
practices/procedures listed in the instructions?
No
19. What is the date of the labor
organization's next regular election of officers?
08/2025
20. How many members did the labor organization
have at the end of the reporting period?
3,944
21. What are the labor organization's rates of dues
and fees?
Rates of Dues and Fees
Dues/Fees
Amount
Unit
Minimum
Maximum
(a) Regular Dues/Fees
N/A
per
N/A
N/A
N/A
(b) Working Dues/Fees
dollars
per
hour
1.54
2.14
(c) Initiation Fees
N/A
per
N/A
N/A
N/A
(d) Transfer Fees
N/A
per
N/A
N/A
N/A
(e) Work Permits
N/A
per
N/A
N/A
N/A
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS
AND LIABILITIES
FILE NUMBER:
039-553
ASSETS
ASSETS
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash
$1,189,579
$1,453,583
23. Accounts Receivable
1
$125,828
$127,498
24. Loans Receivable
2
$94,204
$87,210
25. U.S. Treasury
Securities
$0
$0
26. Investments
5
$2,149,359
$1,564,904
27. Fixed Assets
6
$138,057
$254,578
28. Other Assets
7
$4,680
$11,364
29.
TOTAL ASSETS
$3,701,707
$3,499,137
LIABILITIES
LIABILITIES
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable
8
$35,277
$24,605
31. Loans Payable
9
$0
$0
32. Mortgages Payable
$0
$0
33. Other Liabilities
10
$16,820
$7,457
34. TOTAL
LIABILITIES
$52,097
$32,062
35. NET
ASSETS
$3,649,610
$3,467,075
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B -
RECEIPTS AND DISBURSEMENTS
FILE NUMBER:
039-553
CASH
RECEIPTS
SCH
AMOUNT
36. Dues and Agency Fees
$1,571,173
37. Per Capita Tax
$66,829
38. Fees, Fines,
Assessments, Work Permits
$0
39. Sale of Supplies
$0
40. Interest
$5,007
41. Dividends
$48,480
42. Rents
$0
43. Sale of Investments
and Fixed Assets
3
$1,680,112
44. Loans Obtained
9
$0
45. Repayments of Loans
Made
2
$6,994
46. On Behalf of
Affiliates for Transmittal to Them
$0
47. From Members for
Disbursement on Their Behalf
$0
48. Other Receipts
14
$327,605
49. TOTAL RECEIPTS
$3,706,200
CASH DISBURSEMENTS
SCH
AMOUNT
50.
Representational Activities
15
$469,321
51.
Political Activities and Lobbying
16
$327,159
52.
Contributions, Gifts, and Grants
17
$36,994
53. General
Overhead
18
$517,722
54. Union
Administration
19
$67,614
55. Benefits
20
$401,209
56. Per
Capita Tax
$0
57. Strike
Benefits
$0
58. Fees,
Fines, Assessments, etc.
$0
59. Supplies
for Resale
$0
60. Purchase
of Investments and Fixed Assets
4
$1,559,153
61. Loans
Made
2
$0
62.
Repayment of Loans Obtained
9
$0
63. To
Affiliates of Funds Collected on Their Behalf
$0
64. On
Behalf of Individual Members
$0
65. Direct
Taxes
$70,481
66. Subtotal
$3,449,653
67.
Withholding Taxes and Payroll Deductions
67a. Total
Withheld
$268,064
67b. Less Total
Disbursed
$260,607
67c.
Total Withheld But Not Disbursed
$7,457
68.
TOTAL DISBURSEMENTS
$3,442,196
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS
RECEIVABLE AGING SCHEDULE
FILE NUMBER:
039-553
Entity or Individual Name
(A)
Total Account Receivable
(B)
90-180 Days
Past Due
(C)
180+ Days
Past Due
(D)
Liquidated Account
Receivable
(E)
Total of all itemized
accounts receivable
$0
$0
$0
$0
Totals from all other
accounts receivable
$127,498
$0
$0
$0
Totals
(Total of Column (B) will be automatically entered in Item
23, Column(B))
$127,498
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS
RECEIVABLE
FILE NUMBER:
039-553
List below loans to officers, employees, or members which
at any time during the reporting period exceeded $250 and
list all loans to business enterprises regardless of amount.
(A)
Loans
Outstanding at
Start of Period
(B)
Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1)
Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not
listed above
Total of all lines
above
$94,204
$0
$6,994
$0
$87,210
Totals will be
automatically entered in...
Item 24
Column (A)
Item 61
Item 45
Item 69
with Explanation
Item 24
Column (B)
Name:
Kim Lynn Vue et al
Purpose:
Sale of Building
Security:
Holgate property
Terms of Repayment:
10 year note @ 5.5% interest
$94,204
$0
$6,994
$0
$87,210
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF
INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
039-553
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Gross Sales Price
(D)
Amount Received
(E)
Total of all
lines above
$1,751,995
$1,751,995
$1,680,112
$1,680,112
Mutual Funds
$1,751,995
$1,751,995
$1,680,112
$1,680,112
Less Reinvestments
$0
(The
total from Net Sales Line will be automatically entered
in Item 43)
Net Sales
$1,680,112
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE
OF INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
039-553
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total
of all lines above
$1,559,153
$1,559,153
$1,559,153
Mutual Funds
$1,367,618
$1,367,618
$1,367,618
Furniture and Equipment
$30,040
$30,040
$30,040
Leasehold Improvements
$161,495
$161,495
$161,495
Less Reinvestments
$0
(The
total from Net Purchases Line will be automatically
entered in Item 60.)
Net Purchases
$1,559,153
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 -
INVESTMENTS
FILE NUMBER:
039-553
Description
(A)
Amount
(B)
Marketable Securities
A. Total Cost
$1,765,373
B. Total Book Value
$1,564,904
C. List each
marketable security which has a book value over $5,000
and exceeds 5% of Line B.
AMERICAN NEW PERSPECTIVE CL F2
$125,817
AMERICAN BOND FUND OF AMERICA CL F2
$98,087
JOHN HANCOCK BOND FUND CLASS I
$95,764
PGIM SHORT-TERM CORP BOND CL Z
$88,107
WESTERN ASSET CORE PLUS BOND FUND INSTL
$104,509
VANGUARD INDEX FUNDS S&P 500 ETF USD
$126,477
FIDELITY GOVERNMENT CASH RESERVES
$162,541
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))
$1,564,904
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED
ASSETS
FILE NUMBER:
039-553
Description
(A)
Cost or Other Basis
(B)
Total Depreciation or
Amount Expensed
(C)
Book Value
(D)
Value
(E)
A. Land (give
location)
$0
$0
$0
B. Buildings
(give location)
$0
$0
$0
$0
C. Automobiles
and
Other Vehicles
$138,697
$104,807
$33,890
$33,890
D. Office
Furniture
and Equipment
$134,235
$96,591
$37,644
$37,644
E.
Other Fixed Assets
$325,815
$142,771
$183,044
$183,044
F. Totals of Lines A through E
(Column(D) Total will be automatically entered in Item
27, Column(B))
$598,747
$344,169
$254,578
$254,578
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER
ASSETS
FILE NUMBER:
039-553
Description
(A)
Book Value
(B)
Total
(Total will be automatically entered in Item 28, Column(B))
$11,364
Security deposit for leased office space
$4,680
Prepaid payroll
$6,684
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS
PAYABLE AGING SCHEDULE
FILE NUMBER:
039-553
Entity or Individual Name
(A)
Total Account
Payable
(B)
90-180 Days
Past Due
(C)
180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable
$0
$0
$0
$0
Total from all other accounts payable
$24,605
$0
$0
$0
Totals
(Total for Column(B) will be automatically entered in Item
30, Column(D))
$24,605
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS
PAYABLE
FILE NUMBER:
039-553
Source of Loans Payable at Any
Time During the Reporting Period
(A)
Loans Owed at
Start of Period
(B)
Loans Obtained
During Period
(C)
Repayment
During Period
Cash
(D)(1)
Repayment
During Period
Other Than Cash
(D)(2)
Loans Owed at
End of Period
(E)
Total Loans Payable
$0
$0
$0
$0
$0
Totals will be automatically entered in...
Item 31
Column (C)
Item 44
Item 62
Item 69
with Explanation
Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER
LIABILITIES
FILE NUMBER:
039-553
Description
(A)
Amount at End of Period
(B)
Total Other Liabilities
(Total will be automatically entered in Item 33, Column(D))
$7,457
Payroll withholdings
$7,457
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL
OFFICERS AND DISBURSEMENTS TO OFFICERS
FILE NUMBER:
039-553
(A) Name
(B) Title
(C) Status
(D)
Gross Salary
Disbursements
(before any
deductions)
(E)
Allowances
Disbursed
(F)
Disbursements
for Official Business
(G)
Other
Disbursements not reported in
(D) through (F)
(H)
TOTAL
A
B
C
Gritz
,
Jeff
Bus Manager/Sec Treasurer C
$177,594
$0
$25,531
$0
$203,125
I
Schedule 15
Representational Activities
60
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
25
%
Schedule 19
Administration
10
%
A
B
C
Jensen
,
Matt
President C
$2,250
$0
$0
$0
$2,250
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
100
%
A
B
C
Richartz
,
Farrell
Vice President P
$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
Culver
,
Zackary
E-Board C
$2,250
$0
$0
$0
$2,250
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
100
%
A
B
C
Dillon
,
Dave
Vice President C
$2,250
$0
$0
$0
$2,250
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
Aranda
,
Dago
E-Board C
$2,250
$0
$0
$0
$2,250
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
100
%
A
B
C
Doscher
,
Jamie
E-Board C
$2,250
$0
$0
$0
$2,250
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
100
%
A
B
C
Nelson
,
Ben
Sergeant-at-Arms C
$145,186
$0
$6,776
$0
$151,962
I
Schedule 15
Representational Activities
60
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
25
%
Schedule 19
Administration
10
%
A
B
C
Wormley
,
Sheldon
Auditor C
$2,250
$0
$0
$0
$2,250
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
100
%
A
B
C
Sotomayor
,
Ryan
Auditor C
$2,250
$0
$0
$0
$2,250
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
100
%
A
B
C
Welchert
,
Dave
Auditor C
$2,250
$0
$0
$0
$2,250
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
100
%
Total Officer
Disbursements
$342,580
$0
$32,307
$0
$374,887
Less Deductions
$133,020
Net
Disbursements
$241,867
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 -
DISBURSEMENTS TO EMPLOYEES
FILE NUMBER:
039-553
(A) Name
(B) Title
(C) Other Payer
(D)
Gross Salary
Disbursements
(before any
deductions)
(E)
Allowances Disbursed
(F)
Disbursements for Official Business
(G)
Other Disbursements not reported in
(D) through (F)
(H)
TOTAL
A
B
C
Leung
,
Mike
Bookkeeper None
$91,878
$0
$2,620
$0
$94,498
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
3
%
Schedule 17
Contributions
1
%
Schedule 18
General Overhead
96
%
Schedule 19
Administration
0
%
A
B
C
Hewitt
,
Christopher
P Political Director None
$130,900
$0
$2,437
$0
$133,337
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
90
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
10
%
Schedule 19
Administration
0
%
A
B
C
Colvin
,
Kimberly
Admin Project Coordinator None
$86,997
$0
$385
$0
$87,382
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
3
%
Schedule 17
Contributions
1
%
Schedule 18
General Overhead
96
%
Schedule 19
Administration
0
%
TOTALS RECEIVED
BY EMPLOYEES MAKING $10,000 OR LESS
$0
$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
100
%
Schedule 19
Administration
0
%
Total
Employee Disbursements
$309,775
$0
$5,442
$0
$315,217
Less
Deductions
$135,044
Net Disbursements
$180,173
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 -
MEMBERSHIP STATUS
FILE NUMBER:
039-553
Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members
(Total of all lines above)
3,944
Agency Fee Payers*
Total Members/Fee Payers
3,944
*Agency Fee Payers are
not considered members of the labor organization.
Construction Workers
1,848
Yes
Public Employees
372
Yes
Other Members
341
Yes
Retired Members
275
Yes
Local 483 Public Employees
1,108
Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE
- SCHEDULES 14 THROUGH 19
FILE NUMBER:
039-553
SCHEDULE 14 OTHER RECEIPTS
1. Named Payer
Itemized Receipts
$291,997
2. Named Payer
Non-itemized Receipts
$22,202
3. All Other Receipts
$13,406
4. Total
Receipts
$327,605
SCHEDULE 17 CONTRIBUTIONS,
GIFTS & GRANTS
1. Named Payee
Itemized Disbursements
$35,000
2. Named Payee
Non-itemized Disbursements
$175
3. To Officers
$0
4. To Employees
$1,819
5. All Other
Disbursements
$0
6. Total
Disbursements
$36,994
SCHEDULE 15 REPRESENTATIONAL
ACTIVITIES
1. Named Payee
Itemized Disbursements
$156,496
2. Named Payee
Non-itemized Disbursements
$85,183
3. To Officers
$213,052
4. To Employees
$0
5. All Other
Disbursements
$14,590
6. Total
Disbursements
$469,321
SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee
Itemized Disbursements
$159,103
2. Named Payee
Non-itemized Disbursements
$50,405
3. To Officers
$88,772
4. To Employees
$187,939
5. All Other
Disbursements
$31,503
6. Total
Disbursements
$517,722
SCHEDULE 16 POLITICAL
ACTIVITIES AND LOBBYING
1. Named Payee
Itemized Disbursements
$175,000
2. Named Payee
Non-itemized Disbursements
$7,946
3. To Officers
$17,754
4. To Employees
$125,459
5. All Other
Disbursements
$1,000
6. Total
Disbursements
$327,159
SCHEDULE 19 UNION
ADMINISTRATION
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$55,309
4. To Employees
$0
5. All Other
Disbursements
$12,305
6. Total
Disbursements
$67,614
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER
RECEIPTS
FILE NUMBER:
039-553
Name and Address
(A)
Laborers Local 737
17230 NE Sacramento St, 202 Portland OR 97230
Type or Classification
(B)
Labor Union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$73,704
Total
Non-Itemized Transactions with this Payee/Payer
$16,225
Total of All Transactions with this
Payee/Payer for This Schedule
$89,929
Work Recovery Reimbursement
01/28/2022
$12,584
Work Recovery Reimbursement
04/28/2022
$30,158
Work Recovery Reimbursement
09/28/2022
$15,406
Work Recovery Reimbursement
11/30/2022
$7,778
Work Recovery Reimbursement
12/02/2022
$7,778
Name and Address
(A)
Northstar CG LP
8160 304th Ave SE Issaquah WA 98027
Type or Classification
(B)
Contractor
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$6,856
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$6,856
Work Recovery Overpayment
11/30/2022
$6,856
Name and Address
(A)
OR & So. ID Laborers - Employers Training Trust
17242 NE Sacramento St. Portland OR 97230
Type or Classification
(B)
Training Trust
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,806
Total of All Transactions with this
Payee/Payer for This Schedule
$5,806
Name and Address
(A)
ORSI Lecet
17230 NE Sacramento St. Portland OR 97230
Type or Classification
(B)
Cooperation and Education Trust
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$211,437
Total
Non-Itemized Transactions with this Payee/Payer
$171
Total of All Transactions with this
Payee/Payer for This Schedule
$211,608
Promotional Item Reimbursement
12/29/2022
$61,437
Quarterly Grant Income
02/24/2022
$37,500
Quarterly Grant Income
06/29/2022
$37,500
Quarterly Grant Income
08/30/2022
$37,500
Quarterly Grant Income
12/02/2022
$37,500
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 -
REPRESENTATIONAL ACTIVITIES
FILE NUMBER:
039-553
Name and Address
(A)
Coffman Excavation
13014 Clackamas River Drive Oregon City OR 97045
Type or Classification
(B)
Contractor
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$9,276
Total of All Transactions with this
Payee/Payer for This Schedule
$9,276
Name and Address
(A)
Courtyard Marriott
10400 Fernwood Road Bethesda MD 20817
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
$10,326
Total of All Transactions with this
Payee/Payer for This Schedule
$10,326
Name and Address
(A)
Laborers Local 737
17230 NE Sacramento St Portland OR 97230
Type or Classification
(B)
Labor Union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$7,778
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$7,778
Work Recovery Program
12/31/2022
$7,778
Name and Address
(A)
Northstar CG LP
10367 Helena St. Milwaukie OR 97222
Type or Classification
(B)
Contractor
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$42,696
Total
Non-Itemized Transactions with this Payee/Payer
$1,696
Total of All Transactions with this
Payee/Payer for This Schedule
$44,392
Work Recovery Program
02/23/2022
$7,064
Work Recovery Program
03/21/2022
$12,568
Work Recovery Program
06/13/2022
$8,032
Work Recovery Program
01/25/2022
$5,152
Work Recovery Program
04/27/2022
$9,880
Name and Address
(A)
Riverview Restaurant
29311 SE Stark St. Troutdale OR 97060
Type or Classification
(B)
Restaurant
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$8,662
Total
Non-Itemized Transactions with this Payee/Payer
$1,000
Total of All Transactions with this
Payee/Payer for This Schedule
$9,662
Holiday Dinner
12/19/2022
$8,662
Name and Address
(A)
San FranSitchCo Inc.
624 Portal Street Cotati CA 94931
Type or Classification
(B)
Business Merchandiser
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$48,256
Total
Non-Itemized Transactions with this Payee/Payer
$26,960
Total of All Transactions with this
Payee/Payer for This Schedule
$75,216
Member Merchandise
09/23/2022
$6,153
Member Merchandise
08/25/2022
$6,598
Member Merchandise
08/16/2022
$10,398
Member Merchandise
11/08/2022
$19,980
Member Merchandise
08/30/2022
$5,127
Name and Address
(A)
Topgolf
5505 NE Huffman St Hillsboro OR 97124
Type or Classification
(B)
Recreation
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$9,445
Total of All Transactions with this
Payee/Payer for This Schedule
$9,445
Name and Address
(A)
Whitaker Ellis
7180 SW Sandburg St, 400 Tigard OR 97223
Type or Classification
(B)
Contractor
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$49,104
Total
Non-Itemized Transactions with this Payee/Payer
$26,480
Total of All Transactions with this
Payee/Payer for This Schedule
$75,584
Work Recovery Program
08/26/2022
$5,588
Work Recovery Program
10/18/2022
$10,928
Work Recovery Program
02/22/2022
$10,556
Work Recovery Program
01/18/2022
$8,732
Work Recovery Program
03/23/2022
$13,300
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 -
POLITICAL ACTIVITIES AND LOBBYING
FILE NUMBER
039-553
Name and Address
(A)
Morel Ink
4824 NE 42nd Ave Portland OR 97206
Type or Classification
(B)
Printing
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$7,946
Total of All Transactions with this
Payee/Payer for This Schedule
$7,946
Name and Address
(A)
OR Laborers Political Action Committee
17230 NE Sacramento St, 201 Portland OR 97230
Type or Classification
(B)
Political Action Committee
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$175,000
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$175,000
PAC Funding
03/15/2022
$75,000
PAC Funding
08/25/2022
$100,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 -
CONTRIBUTIONS, GIFTS & GRANTS
FILE NUMBER:
039-553
Name and Address
(A)
Children's Cancer Association
1200 NW Naito Pkwy #140 Portland OR 97209
Type or Classification
(B)
Charity
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$10,000
Total
Non-Itemized Transactions with this Payee/Payer
$175
Total of All Transactions with this
Payee/Payer for This Schedule
$10,175
Children's Cancer Donation
02/22/2022
$10,000
Name and Address
(A)
Laborers Charitable Fund
905 16th Street, NW Washington DC 20006
Type or Classification
(B)
Charitable Fund
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$10,000
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$10,000
Donation
02/22/2022
$10,000
Name and Address
(A)
Oregon Labor Candidate School 86161
Portland OR 97286
Type or Classification
(B)
Labor School
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
LIUNA Yearly Giving
03/30/2022
$5,000
Name and Address
(A)
Vernie Reed Scholarship Fund
12101 Tukwila Intl Blvd,300 Seattle WA 98168
Type or Classification
(B)
Scholarship Fund
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$10,000
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$10,000
Donation
02/22/2022
$10,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL
OVERHEAD
FILE NUMBER:
039-553
Name and Address
(A)
Allianz Global Corporate & Specialty 3782
Carol Stream IL 60132-3782
Type or Classification
(B)
Insurance
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$8,279
Total
Non-Itemized Transactions with this Payee/Payer
$2,938
Total of All Transactions with this
Payee/Payer for This Schedule
$11,217
Commercial Auto Insurance
01/03/2022
$8,279
Name and Address
(A)
OSI Laborers - Employers Training Trust
17242 NE Sacramento Street Portland OR 97230
Type or Classification
(B)
Training Trust
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$127,770
Total
Non-Itemized Transactions with this Payee/Payer
$3,473
Total of All Transactions with this
Payee/Payer for This Schedule
$131,243
Lease and Expense Payment
01/03/2022
$7,716
Lease and Expense Payment
03/02/2022
$10,914
Lease and Expense Payment
04/01/2022
$10,914
Lease and Expense Payment
05/03/2022
$10,914
Lease and Expense Payment
06/06/2022
$10,914
Lease and Expense Payment
07/05/2022
$10,914
Lease and Expense Payment
08/01/2022
$10,914
Lease and Expense Payment
09/01/2022
$10,914
Lease and Expense Payment
10/04/2022
$10,914
Lease and Expense Payment
11/01/2022
$10,914
Lease and Expense Payment
12/06/2022
$10,914
Lease and Expense Payment
02/01/2022
$10,914
Name and Address
(A)
Scott Capital Advisors
707 SW Washington St, 810 Portland OR 97205
Type or Classification
(B)
Investment Advisor
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$10,505
Total of All Transactions with this
Payee/Payer for This Schedule
$10,505
Name and Address
(A)
Stephen Horn Insurance Services
1470 Aura Way Los Altos CA 94024
Type or Classification
(B)
Insurance
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$8,654
Total
Non-Itemized Transactions with this Payee/Payer
$3,571
Total of All Transactions with this
Payee/Payer for This Schedule
$12,225
Fidelity Bond Renewal
01/12/2022
$8,654
Name and Address
(A)
Weinberg, Roger & Rosenfeld
1375 55th Street Emeryville CA 94608
Type or Classification
(B)
Attorneys
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$25,688
Total of All Transactions with this
Payee/Payer for This Schedule
$25,688
Name and Address
(A)
WithumSmith+Brown, PC 5340
Princeton NJ 08543
Type or Classification
(B)
Accounting
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$14,400
Total
Non-Itemized Transactions with this Payee/Payer
$4,230
Total of All Transactions with this
Payee/Payer for This Schedule
$18,630
Audit and Tax Services
03/23/2022
$14,400
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION
ADMINISTRATION
FILE NUMBER:
039-553
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:
039-553
Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all
lines above (Total will be automatically entered in Item
55.)
$401,209
Pension
Oregon Laborers Defined Benefit Pension Trust
$82,766
Pension
LIUNA Staff & Affiliates Pension Fund
$181,469
Health
Oregon Laborers Health & Welfare Trust
$78,072
Training
Oregon Laborers Training Fund
$2,633
Life Insurance
Principal Life Insurance
$26,961
Pension
LIUNA National 401(k) Retirement Savings Plan
$24,656
Pension
Oregon Laborers Defined Contribution Trust
$4,652
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL
INFORMATION SUMMARY
FILE NUMBER:
039-553
Question 10: Oregon Laborers Health and Welfare Trust Fund
12029 NE Glenn Widing Dr., Portland, OR 97220
Purpose: Health Benefit Trust
ERISA File number: 93-6024141 Plan: 501
Oregon Laborers Defined Benefit Pension Trust Fund
12029 NE Glenn Widing Dr., Portland, OR 97220
Purpose: Retirement Benefit Trust
ERISA File number: 93-6075363 Plan: 001
Oregon Laborers-Employers Defined Contribution and 401(k) Plan
12029 NE Glenn Widing Dr., Portland, OR 97220
Purpose: Retirement Benefit Trust
ERISA File number: 27-6434385 Plan 001
Question 11(a):
Question 11(a): : : Oregon Laborers Political Action Committee (PAC) Reports are filed with the Oregon Secretary of State, the Department of Treasury - Internal Revenue Service, as required, and the PAC Fund activity is not included in this LM-2 filing. The PAC's employer identification number is 46-3954032 and ID number 16480.
Question 12: Financial statements audited by outside CPA firm WithumSmith+Brown, PC. The audit of the financial statements is currently in progress as of the filing date.
Schedule 13, Row1:CONSTRUCTION WORKERS PAY FULL DUES.
Schedule 13, Row1:
Schedule 13, Row1:
Schedule 13, Row2:
Schedule 13, Row2:PUBLIC EMPLOYEES PAY FULL DUES.
Schedule 13, Row2:
Schedule 13, Row2:
Schedule 13, Row3:
Schedule 13, Row3:OTHER MEMBERS PAY FULL DUES.
Schedule 13, Row3:
Schedule 13, Row3:
Schedule 13, Row4:
Schedule 13, Row4:RETIRED MEMBERS PAY FULL DUES.
Schedule 13, Row4:
Schedule 13, Row4:
Schedule 13, Row5:
Schedule 13, Row5:LOCAL 483 PUBLIC EMPLOYEES PAY FULL DUES.
Schedule 13, Row5:
Schedule 13, Row5:
General Information:
Schedule 6: The fair market value for the fixed assets of the Council is not readily available for disclosure. The fair market value was based on the book value of the assets.
Schedules 11 and 12: It is not practical to make precise distributions of automobile operating expenses not paid directly to employees and included in columns (f) and (g). However, an allocation of such expenses has been made in accordance with IRS reporting rules. If Council owned/leased automobiles were used 50% or less for business purposes by IRS reporting standards, the remainder is treated as if it were personal use and is reported in column (g). IRS standards should not necessarily be considered as the actual business use of an automobile.