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
012-442
2. PERIOD COVERED
From01/01/2022
Through12/31/2022
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
ENGINEERS, OPERATING, AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
6. DESIGNATION NBR
501
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name
EDWARD
Last Name
CURLY
P.O Box - Building and Room Number

Number and Street
2405 WEST 3RD STREET
City
LOS ANGELES
State
CA
ZIP Code + 4
90057


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:Thomas F O'MaharPRESIDENT71. SIGNED:Bryan M CortezTREASURER
Date:Mar 29, 2023Telephone Number:702-382-8452Date:Mar 30, 2023Telephone Number:213-385-1561
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 012-442
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?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?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?10,466
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/FeesMin/MaxperMonth$33.25$38.25
(b) Working Dues/FeesMin/MaxperMonth$37.00$163.49
(c) Initiation FeesMin/MaxperMember$25.00$500.00
(d) Transfer FeesMin/MaxperTransfer$10.00$475.00
(e) Work Permits$18.75perJobn/an/a

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 012-442

ASSETS
ASSETS Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash $603,029$797,879
23. Accounts Receivable1$84,419$98,298
24. Loans Receivable2$0
25. U.S. Treasury Securities $0$0
26. Investments5$0
27. Fixed Assets6$353,999$295,731
28. Other Assets7$34,512$98,508
29. TOTAL ASSETS $1,075,959$1,290,416

LIABILITIES
LIABILITIES Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable8$215,005$194,566
31. Loans Payable9$0
32. Mortgages Payable $0$0
33. Other Liabilities10$450,436$595,644
34. TOTAL LIABILITIES $665,441$790,210
35. NET ASSETS$410,518$500,206
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 012-442

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $9,621,752
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $324,066
39. Sale of Supplies $0
40. Interest $198
41. Dividends $0
42. Rents $125,300
43. Sale of Investments and Fixed Assets3
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$331,924
49. TOTAL RECEIPTS $10,403,240
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$3,199,371
51. Political Activities and Lobbying16$48,672
52. Contributions, Gifts, and Grants17$67,560
53. General Overhead18$2,226,125
54. Union Administration19$507,829
55. Benefits20$1,985,913
56. Per Capita Tax $1,809,012
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$62,064
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 $305,990
  
66. Subtotal $10,212,536
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$849,309  
  67b. Less Total Disbursed$845,163  
  67c. Total Withheld But Not Disbursed $4,146
68. TOTAL DISBURSEMENTS $10,208,390
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 012-442

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$98,298$39,586$19,056 
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $98,298$39,586$19,056$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 012-442

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$0$0$0$0$0
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: 012-442

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: 012-442

Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total of all lines above$62,064$62,064$62,064
Office Furniture & Equipment$28,003$28,003$28,003
Automobiles$34,061$34,061$34,061
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$62,064
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 012-442

Description
(A)
Amount
(B)
Marketable Securities 
A. Total Cost$0
B. Total Book Value$0
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
Other Investments 
D. Total Cost$0
E. Total Book Value$0
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: 012-442

Description
(A)
Cost or Other Basis
(B)
Total Depreciation or
Amount Expensed
(C)
Book Value
(D)
Value
(E)
A. Land (give location)    
Land  1 :      2405 W. 3RD STREET, LOS ANGELES, CA$122,160 $122,160$122,160
Land  2 :      301 DEAUVILLE DR., LAS VEGAS, NV$11,034 $11,034$11,034
B. Buildings (give location)    
Building  1 :      2405 W. 3RD STREET, LOS ANGELES, CA$285,106$285,106$0$0
Building  2 :      301 DEAUVILLE DR., LAS VEGAS, NV$134,658$134,658$0$0
C. Automobiles and Other Vehicles$618,680$578,357$40,323$40,323
D. Office Furniture and Equipment$361,318$312,481$48,837$48,837
E. Other Fixed Assets$653,830$580,453$73,377$73,377
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $2,186,786$1,891,055$295,731$295,731
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 012-442

Description
(A)
Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $98,508
Security Deposits$3,406
Due from Local 501 Training Trust Fund$57,199
Due from Local 501 Training Trust Fund S. Nevada$37,903
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 012-442

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$194,566$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $194,566$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 012-442

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: 012-442

Description
(A)
Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $595,644
Payroll Withholdings$4,146
Per Capita Tax Payable$591,498
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 012-442

(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
Allen ,  Arturo  
Guard
C
$0$3,600$525$0$4,125
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
Barba ,  Jose   G
EB Member
C
$105,062$3,600$7,771$0$116,433
I
Schedule 15
Representational Activities
95 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
5 %
A
B
C
Barnes ,  Deric   D
Trustee
C
$124,617$3,600$4,182$0$132,399
I
Schedule 15
Representational Activities
90 % Schedule 16
Political Activities and Lobbying
2 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
3 % Schedule 19
Administration
5 %
A
B
C
Cain ,  Rickey  
Auditor
C
$1,756$3,600$925$0$6,281
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
Cicalese ,  Martin  
Auditor
C
$0$3,600$300$0$3,900
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
100 %
A
B
C
Cortez ,  Bryan  
Treasurer
C
$2,962$3,600$1,125$0$7,687
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
Curly ,  Edward   J
Business Manager
C
$162,261$0$27,382$0$189,643
I
Schedule 15
Representational Activities
12 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
2 % Schedule 19
Administration
85 %
A
B
C
Ewart ,  Thomas   H
Business Agent
C
$105,062$600$10,641$0$116,303
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
Fragoso ,  Mark   G
EB Member
C
$105,063$3,600$13,668$0$122,331
I
Schedule 15
Representational Activities
95 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
5 %
A
B
C
Head Duenez ,  Gregory  
Auditor
C
$1,638$3,600$1,050$0$6,288
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
Lile ,  Richard  
EB Member
N
$105,062$600$3,790$0$109,452
I
Schedule 15
Representational Activities
85 % Schedule 16
Political Activities and Lobbying
2 % Schedule 17
Contributions
2 % Schedule 18
General Overhead
1 % Schedule 19
Administration
10 %
A
B
C
Narez ,  Michael  
EB Member
C
$124,617$3,600$7,817$0$136,034
I
Schedule 15
Representational Activities
96 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
4 %
A
B
C
Nunez ,  Paul   F
Financial Secretary
P
$104,309$3,000$6,834$7,908$122,051
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
10 % Schedule 18
General Overhead
10 % Schedule 19
Administration
80 %
A
B
C
O'Mahar ,  Thomas  
President
C
$129,816$3,600$7,624$0$141,040
I
Schedule 15
Representational Activities
77 % Schedule 16
Political Activities and Lobbying
7 % Schedule 17
Contributions
1 % Schedule 18
General Overhead
4 % Schedule 19
Administration
11 %
A
B
C
Ramoser ,  Stephanie   A
EB Member
P
$0$2,400$1,279$0$3,679
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
Soto ,  Jose  
Financial Secretary
C
$124,617$3,600$6,479$0$134,696
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
Trost ,  Ryan   M
Conductor
C
$0$3,600$375$0$3,975
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
Tveden ,  Steve  
Trustee
C
$0$3,600$1,075$0$4,675
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
Ullman ,  Todd   R
Vice President
C
$0$3,600$300$0$3,900
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
Vukojevich ,  Denise  
Trustee
N
$0$2,700$0$0$2,700
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
Warnstedt ,  Paul  
Trustee
C
$0$3,600$125$0$3,725
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$1,196,842$63,300$103,267$7,908$1,371,317
Less Deductions    $298,095
Net Disbursements    $1,073,222
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 012-442

(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
Adrian ,  Justin  
Business Representative
N/A
$95,539$0$2,591$0$98,130
I
Schedule 15
Representational Activities
90 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
5 % Schedule 19
Administration
5 %
A
B
C
Akili ,  Carolyne   A
Secretary
N/A
$108,228$0$11,899$0$120,127
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
20 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
60 % Schedule 19
Administration
20 %
A
B
C
Back ,  Diego   A
Business Representative
N/A
$105,062$0$4,910$0$109,972
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
Barler ,  Adelaide   C
Controller
N/A
$101,623$0$0$0$101,623
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
Barraza ,  Laura  
Administrative Assistant
N/A
$67,637$0$0$0$67,637
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
90 % Schedule 19
Administration
10 %
A
B
C
Bartow ,  Richard  
Business Representative
N/A
$105,062$0$2,895$0$107,957
I
Schedule 15
Representational Activities
92 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
2 % Schedule 18
General Overhead
0 % Schedule 19
Administration
5 %
A
B
C
Brim ,  Blair  
Business Representative
N/A
$105,062$0$6,840$0$111,902
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
Curly ,  Sean  
Organizer
N/A
$100,563$0$6,133$0$106,696
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
Curtin ,  Michael   J
Organizer
N/A
$70,115$0$9,358$0$79,473
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
Fagen ,  James  
Business Representative
N/A
$112,154$0$159$0$112,313
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
Flores ,  Sandra   M
Business Agent
N/A
$77,046$0$4,420$0$81,466
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
Garcia ,  Dana   M
Office Manager
N/A
$68,920$0$0$0$68,920
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
Ibarrola ,  Anthony   R
Dues Clerk
N/A
$67,686$0$0$0$67,686
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
Islas ,  Miguel  
Organizer
N/A
$83,133$0$5,674$0$88,807
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
90 % Schedule 19
Administration
10 %
A
B
C
Jensen ,  Vanessa  
Dues Clerk
N/A
$33,695$0$0$0$33,695
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
Koon ,  Gavin   J
Business Agent
N/A
$63,037$0$2,228$0$65,265
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
Martinez ,  Victor  
Organizer
N/A
$26,898$0$2,403$0$29,301
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
Mejia ,  Marin  
Business Agent
N/A
$79,040$0$5,292$0$84,332
I
Schedule 15
Representational Activities
85 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
1 % Schedule 18
General Overhead
4 % Schedule 19
Administration
10 %
A
B
C
Million ,  Kevin   A
Business Agent
N/A
$64,205$0$5,405$0$69,610
I
Schedule 15
Representational Activities
70 % Schedule 16
Political Activities and Lobbying
10 % Schedule 17
Contributions
10 % Schedule 18
General Overhead
0 % Schedule 19
Administration
10 %
A
B
C
Motl ,  Scot  
Organizer
N/A
$105,298$0$2,009$2,962$110,269
I
Schedule 15
Representational Activities
98 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
2 %
A
B
C
Murphy ,  Patrick  
Business Agent
N/A
$93,504$0$6,214$8,051$107,769
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
Olvera ,  Nelson  
Contract Admin
N/A
$61,841$0$0$0$61,841
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
Silvia ,  Michael  
Business Representative
N/A
$105,062$0$1,167$2,723$108,952
I
Schedule 15
Representational Activities
94 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
1 % Schedule 18
General Overhead
0 % Schedule 19
Administration
5 %
A
B
C
Ulloa ,  Michael   A
Business Representative
N/A
$105,062$0$6,016$0$111,078
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
Valenzuela ,  Mary  
Office Staff
N/A
$59,642$0$0$0$59,642
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
Varnas ,  Michelle  
Contract Admin
N/A
$35,367$0$0$0$35,367
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
Villasenor ,  Agustin  
Maintenance Attendant
N/A
$88,740$0$300$0$89,040
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
100 % Schedule 19
Administration
0 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$34,693$0$0$0$34,693
I Schedule 15
Representational Activities
99 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
1 % Schedule 19
Administration
0 %
Total Employee Disbursements$2,223,914$0$85,913$13,736$2,323,563
Less Deductions    $551,214
Net Disbursements    $1,772,349
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 012-442

Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members (Total of all lines above) 10,466 
Agency Fee Payers*0
Total Members/Fee Payers10,466 
*Agency Fee Payers are not considered members of the labor organization.
Regular members9,980Yes
Retired members330Yes
Apprentices156Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 012-442

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$231,901
2. Named Payer Non-itemized Receipts$59,648
3. All Other Receipts$40,375
4. Total Receipts$331,924
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$11,000
2. Named Payee Non-itemized Disbursements$0
3. To Officers$15,804
4. To Employees$11,053
5. All Other Disbursements$29,703
6. Total Disbursements$67,560
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$585,877
2. Named Payee Non-itemized Disbursements$143,438
3. To Officers$926,868
4. To Employees$1,457,329
5. All Other Disbursements$85,859
6. Total Disbursements$3,199,371
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$893,592
2. Named Payee Non-itemized Disbursements$438,028
3. To Officers$32,995
4. To Employees$739,316
5. All Other Disbursements$122,194
6. Total Disbursements$2,226,125
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$16,606
4. To Employees$32,066
5. All Other Disbursements$0
6. Total Disbursements$48,672
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$19,369
2. Named Payee Non-itemized Disbursements$22,543
3. To Officers$379,044
4. To Employees$83,799
5. All Other Disbursements$3,074
6. Total Disbursements$507,829
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 012-442

Name and Address
(A)
IUOE Death Benefit Fund

1125 Seventeenth St, NW
Washington DC
DC
20036-4707
Type or Classification
(B)
International Union
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$81,900
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$81,900
Death Benefit Fund Termination Payout11/30/2022$81,900
Name and Address
(A)
Kaiser Foundation Health Plan

393 East Walnut St. 4th Fl
Pasadena
CA
91188
Type or Classification
(B)
HMO Plan
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$59,802
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$59,802
Pymt received from Kaiser in error and refunded01/31/2022$38,867
Pymt received from Kaiser in error and refunded03/31/2022$14,309
Pymt received from Kaiser in error and refunded03/31/2022$6,626
Name and Address
(A)
Local 501 Appr Trust of S. Nevada

313 Deauville St
Las Vegas
NV
89106
Type or Classification
(B)
Training Trust
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,298
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$8,298
Reimbursement11/30/2022$8,298
Name and Address
(A)
Local 501 Apprenticeship Trust
Suite F212
400 W Washington, Oak Hall
Los Angeles
CA
90015
Type or Classification
(B)
Training Trust
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$76,125
Total Non-Itemized Transactions with this Payee/Payer$47,378
Total of All Transactions with this Payee/Payer for This Schedule$123,503
Wages & fixed assets reimbursement03/31/2022$24,987
Wages & fixed assets reimbursement12/31/2022$51,138
Name and Address
(A)
Michael Ulloa


Los Angeles
CA
90057
Type or Classification
(B)
Member
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,776
Total Non-Itemized Transactions with this Payee/Payer$5,776
Total of All Transactions with this Payee/Payer for This Schedule$11,552
Reimbursement03/31/2022$5,776
Name and Address
(A)
United Business Bank
STE#130
500 Ygnacio Valley Rd
Walnut Creek
CA
94596
Type or Classification
(B)
Bank
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,494
Total of All Transactions with this Payee/Payer for This Schedule$6,494
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 012-442

Name and Address
(A)
BEST WESTERN HOTELS

6201 N 24th Prkw
Phoenix
AZ
85016
Type or Classification
(B)
Lodging
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$22,423
Total of All Transactions with this Payee/Payer for This Schedule$22,423
Name and Address
(A)
BUSINESS WIRE, INC
884182

Los Angeles
CA
90088-4182
Type or Classification
(B)
Media
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,011
Total of All Transactions with this Payee/Payer for This Schedule$7,011
Name and Address
(A)
CHRISTOPHER DAVID RUIZ CAMERON

1653 First St.
Manhattan Beach
CA
90266
Type or Classification
(B)
Labor Arbitrator
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
Arbitration09/07/2022$5,000
Name and Address
(A)
COALITION OF COUNTY UNIONS

2 Cupania Circle
Monterey Park
CA
91755-7406
Type or Classification
(B)
Labor Coalition
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,535
Total of All Transactions with this Payee/Payer for This Schedule$6,535
Name and Address
(A)
DELTA AIRLINES

1030 Delta Blvd
Atlanta
GA
30320
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$9,473
Total of All Transactions with this Payee/Payer for This Schedule$9,473
Name and Address
(A)
DOUBLETREE by HILTON HOTELS

320 N 44th St
Phoenix
AZ
85005
Type or Classification
(B)
Lodging
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$27,959
Total of All Transactions with this Payee/Payer for This Schedule$27,959
Name and Address
(A)
HILTON HOTEL & RESORT

700 N Haven Ave
Ontario
CA
91764
Type or Classification
(B)
Lodging
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,960
Total of All Transactions with this Payee/Payer for This Schedule$5,960
Name and Address
(A)
MICHAEL PRIHAR
3347

Camarillo
CA
93011-3347
Type or Classification
(B)
Labor Arbitrator
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,250
Total Non-Itemized Transactions with this Payee/Payer$2,500
Total of All Transactions with this Payee/Payer for This Schedule$15,750
Arbitration02/07/2022$6,625
Arbitration02/15/2022$6,625
Name and Address
(A)
MYRON CORP.
660888

Dallas
TX
75266-0888
Type or Classification
(B)
Promotional
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,795
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$6,795
Promotional items02/04/2022$6,795
Name and Address
(A)
OPERATING ENGINEERS LOCAL 3

1620 South Loop Road
Alameda
CA
94502
Type or Classification
(B)
Labor Organization
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,669
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$7,669
Reimbursement01/20/2022$7,669
Name and Address
(A)
RADISSON HOTEL

701 Carlson Parkway
Minnetonka
MN
55305
Type or Classification
(B)
Lodging
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,337
Total of All Transactions with this Payee/Payer for This Schedule$5,337
Name and Address
(A)
SOUTHWEST AIRLINES
36647

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$16,287
Total of All Transactions with this Payee/Payer for This Schedule$16,287
Name and Address
(A)
THE MYERS LAW GROUP
STE# 100
9327 Fairway View Place
Rancho Cucamonga
CA
91730
Type or Classification
(B)
Legal
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$446,548
Total Non-Itemized Transactions with this Payee/Payer$5,191
Total of All Transactions with this Payee/Payer for This Schedule$451,739
Legal Fees10/28/2022$30,000
Legal Fees01/21/2022$30,000
Legal Fees02/16/2022$30,000
Legal Fees03/21/2022$30,000
Legal Fees04/04/2022$30,000
Legal Fees05/04/2022$30,000
Legal Fees06/03/2022$51,213
Legal Fees07/19/2022$30,000
Legal Fees07/19/2022$30,000
Legal Fees09/27/2022$30,000
Legal Fees10/28/2022$30,000
Legal Fees12/28/2022$30,000
Legal Fees12/30/2022$30,000
Legal Fees11/05/2022$30,000
Legal Fees04/04/2022$5,335
Name and Address
(A)
TITAN GRAPHIX & PROMOTIONS

16300 ARROW HWY J
BALDWIN PARK
CA
91706
Type or Classification
(B)
Promotional
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,181
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$6,181
Promotional Items03/09/2022$6,181
Name and Address
(A)
UNION GRAPHICS INC
802796

Santa Clarita
CA
91380
Type or Classification
(B)
Printing and Promotional
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$74,540
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$74,540
Printing12/29/2022$13,066
Promotional items06/01/2022$6,719
Printing06/13/2022$20,839
Promotional items09/06/2022$11,085
Printing10/04/2022$11,746
Promotional items10/07/2022$11,085
Name and Address
(A)
WEINBERG, ROGER, & ROSENFELD

1375 55th Street
Emeryville
CA
94608
Type or Classification
(B)
Legal
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,894
Total Non-Itemized Transactions with this Payee/Payer$34,762
Total of All Transactions with this Payee/Payer for This Schedule$60,656
Legal Fees01/27/2022$18,394
Legal Fees01/11/2022$7,500
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 012-442

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 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 012-442

Name and Address
(A)
IUOE LOCAL 12 CHARITY GOLF COMMITTEE
7063

Pasadena
CA
91109
Type or Classification
(B)
Charitable Organization
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
Donation02/15/2022$6,000
Name and Address
(A)
ST PATRICK'S DAY FOUNDATION, NYC
1058

Larchmont
NY
10538
Type or Classification
(B)
Charitable Organization
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
Donation03/03/2022$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 012-442

Name and Address
(A)
A.J. LONGO & ASSOCIATES

253 N Lake Ave
Pasadena
CA
91101
Type or Classification
(B)
Insurance
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,951
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,951
Workers compensation insurance10/03/2022$5,951
Name and Address
(A)
AMTRUST INSURANCE

874 S Village Oaks Dr.
Covina
CA
91724
Type or Classification
(B)
Insurance Company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$73,524
Total Non-Itemized Transactions with this Payee/Payer$15,645
Total of All Transactions with this Payee/Payer for This Schedule$89,169
Insurance10/25/2022$8,179
Insurance01/26/2022$8,118
Insurance02/25/2022$8,118
Insurance05/23/2022$8,211
Insurance07/26/2022$8,179
Insurance08/23/2022$8,179
Insurance09/23/2022$8,179
Insurance12/02/2022$8,179
Insurance12/28/2022$8,182
Name and Address
(A)
AT&T
5019
19
Carol Stream
IL
60197-5019
Type or Classification
(B)
Telephone Company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$72,942
Total Non-Itemized Transactions with this Payee/Payer$30,585
Total of All Transactions with this Payee/Payer for This Schedule$103,527
Phone expense01/26/2022$6,400
Phone expense02/24/2022$7,117
Phone expense03/23/2022$7,306
Phone expense04/25/2022$6,387
Phone expense05/23/2022$6,607
Phone expense06/23/2022$6,609
Phone expense08/23/2022$6,334
Phone expense09/23/2022$6,548
Phone expense10/25/2022$6,546
Phone expense11/23/2022$6,545
Phone expense12/27/2022$6,543
Name and Address
(A)
CENTURYLINK
2961

Phoenix
AZ
85062-2961
Type or Classification
(B)
Telephone Company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,756
Total of All Transactions with this Payee/Payer for This Schedule$9,756
Name and Address
(A)
DIRECTED LINK, LLC

515 S. Flower St. 18th Fl
Los Angeles
CA
90071
Type or Classification
(B)
Dues Programmer
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$124,600
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$124,600
Monthly retainer11/04/2022$7,800
Monthly retainer11/22/2022$7,800
Monthly retainer08/03/2022$7,800
Monthly retainer06/02/2022$6,200
Monthly retainer07/06/2022$15,600
Monthly retainer03/04/2022$7,800
Monthly retainer03/22/2022$7,800
Monthly retainer05/04/2022$5,000
Monthly retainer09/02/2022$7,800
Monthly retainer02/04/2022$30,400
Monthly retainer03/31/2022$5,000
Monthly retainer04/22/2022$7,800
Monthly retainer12/02/2022$7,800
Name and Address
(A)
DOCUMENT SYSTEMS
Suite E
300 N Graves Ave
Oxnard
CA
93030
Type or Classification
(B)
Copier Maintenance
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,530
Total of All Transactions with this Payee/Payer for This Schedule$6,530
Name and Address
(A)
GENESIS GLOBAL RECRUITING, INC.
STE# 116
3000 SW 148th Ave
Miramar
FL
33027
Type or Classification
(B)
Temp Service
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$195,209
Total Non-Itemized Transactions with this Payee/Payer$48,910
Total of All Transactions with this Payee/Payer for This Schedule$244,119
Temp Labor06/13/2022$5,633
Temp Labor07/15/2022$6,099
Temp Labor11/07/2022$6,470
Temp Labor11/07/2022$6,629
Temp Labor11/07/2022$7,422
Temp Labor11/07/2022$5,909
Temp Labor11/07/2022$7,988
Temp Labor12/09/2022$5,009
Temp Labor04/05/2022$14,706
Temp Labor05/20/2022$45,733
Temp Labor09/06/2022$36,399
Temp Labor04/26/2022$25,880
Temp Labor02/24/2022$21,332
Name and Address
(A)
IT SUPPORT GUYS
STE# 250
335 N Brand Blvd
Glendale
CA
91203
Type or Classification
(B)
IT Services
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$133,842
Total Non-Itemized Transactions with this Payee/Payer$26,096
Total of All Transactions with this Payee/Payer for This Schedule$159,938
IT Services11/02/2022$8,728
IT Services11/16/2022$6,174
IT Services09/13/2022$6,700
IT Services09/13/2022$5,165
IT Services09/02/2022$6,738
IT Services12/02/2022$6,081
IT Services12/02/2022$9,460
IT Services01/03/2022$6,931
IT Services02/02/2022$7,431
IT Services03/02/2022$8,670
IT Services04/04/2022$8,866
IT Services05/02/2022$8,348
IT Services05/23/2022$11,602
IT Services06/02/2022$7,612
IT Services07/05/2022$8,180
IT Services08/02/2022$8,260
IT Services10/03/2022$8,896
Name and Address
(A)
KAISER FOUNDATION HEALTH PLAN

393 East Walnut St. 4th Fl
Pasadena
CA
91188
Type or Classification
(B)
HMO Plan
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$57,946
Total Non-Itemized Transactions with this Payee/Payer$1,856
Total of All Transactions with this Payee/Payer for This Schedule$59,802
Refunds for payments received from Kaiser in error04/13/2022$14,309
Refunds for payments received from Kaiser in error05/18/2022$43,637
Name and Address
(A)
L.A. DEPT. OF WATER AND POWER
30808

Los Angeles
CA
90030-0808
Type or Classification
(B)
Utilities
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$30,353
Total of All Transactions with this Payee/Payer for This Schedule$30,353
Name and Address
(A)
MANGUS RENTALS

43580 Chapelton Dr.
Bermuda Dunes
CA
92203
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$56,801
Total of All Transactions with this Payee/Payer for This Schedule$56,801
Name and Address
(A)
MESA VERDE OFFICE PARK

1757 Mesa Verde Ave
Ventura
CA
93003
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$8,040
Total of All Transactions with this Payee/Payer for This Schedule$8,040
Name and Address
(A)
NV ENERGY
30086

Reno
NV
89520-3086
Type or Classification
(B)
Utilities
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,915
Total of All Transactions with this Payee/Payer for This Schedule$8,915
Name and Address
(A)
OPER ENG LOCAL 501 TRN'G TRUST
STE# F212
400 W Washington, Oak Hall
Los Angeles
CA
90015
Type or Classification
(B)
Training Trust
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$76,491
Total Non-Itemized Transactions with this Payee/Payer$284
Total of All Transactions with this Payee/Payer for This Schedule$76,775
Reimburse Wages & Expenses12/30/2022$43,597
Reimburse Wages & Expenses02/28/2022$13,463
Reimburse Wages & Expenses01/20/2022$10,396
Reimburse Wages & Expenses01/20/2022$9,035
Name and Address
(A)
PITNEY BOWES INC
371896

Pittsburgh
PA
15250-7896
Type or Classification
(B)
Postage Company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$26,211
Total Non-Itemized Transactions with this Payee/Payer$4,760
Total of All Transactions with this Payee/Payer for This Schedule$30,971
Maintenance of Equipment07/06/2022$6,211
Postage03/02/2022$5,000
Postage04/15/2022$5,000
Postage07/05/2022$5,000
Postage10/03/2022$5,000
Name and Address
(A)
PROPEL INSURANCE
2940

Tacoma
WA
98401-2940
Type or Classification
(B)
Insurance
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,677
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,677
Insurance01/05/2022$5,677
Name and Address
(A)
REVCO LEASING COMPANY
65598

Salt Lake City
UT
84165-0598
Type or Classification
(B)
Lease Copier
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,407
Total of All Transactions with this Payee/Payer for This Schedule$8,407
Name and Address
(A)
STAPLES
105638

Atlanta
GA
30348-5638
Type or Classification
(B)
Office Supply Company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,026
Total Non-Itemized Transactions with this Payee/Payer$19,217
Total of All Transactions with this Payee/Payer for This Schedule$25,243
Office Supplies02/28/2022$6,026
Name and Address
(A)
STATE COMPENSATION INSURANCE FUND
7441

San Francisco
CA
94120-7441
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$17,797
Total of All Transactions with this Payee/Payer for This Schedule$17,797
Name and Address
(A)
T-MOBILE

3618 Factoria Blvd SE
Bellvue
WA
98006
Type or Classification
(B)
Telephone Company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$23,044
Total of All Transactions with this Payee/Payer for This Schedule$23,044
Name and Address
(A)
THE HARTFORD
660916

Dallas
TX
75266-0916
Type or Classification
(B)
Insurance
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,181
Total Non-Itemized Transactions with this Payee/Payer$18,069
Total of All Transactions with this Payee/Payer for This Schedule$28,250
Workers compensation insurance07/01/2022$10,181
Name and Address
(A)
United Business Bank
STE# 130
500 Ygnacio Valley Rd
Walnut Creek
CA
94596
Type or Classification
(B)
Bank
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$61,577
Total of All Transactions with this Payee/Payer for This Schedule$61,577
Name and Address
(A)
UNION GRAPHICS INC

9960 Glenoaks Blvd
Sun Valley
CA
91352
Type or Classification
(B)
Printer
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,238
Total Non-Itemized Transactions with this Payee/Payer$7,507
Total of All Transactions with this Payee/Payer for This Schedule$22,745
Printing03/15/2022$15,238
Name and Address
(A)
WITHUM SMITH + BROWN, PC
STE# 400
5000 Executive Parkway
San Ramon
CA
94583
Type or Classification
(B)
Accounting Firm
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$89,754
Total Non-Itemized Transactions with this Payee/Payer$33,879
Total of All Transactions with this Payee/Payer for This Schedule$123,633
Accounting Services05/12/2022$46,529
Accounting Services05/18/2022$29,722
Accounting Services09/20/2022$7,657
Accounting Services11/22/2022$5,846
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 012-442

Name and Address
(A)
PARIS LAS VEGAS

3655 S Las Vegas Blvd
Las Vegas
CA
89109
Type or Classification
(B)
Lodging
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,131
Total Non-Itemized Transactions with this Payee/Payer$12,043
Total of All Transactions with this Payee/Payer for This Schedule$22,174
General membership meeting10/28/2022$10,131
Name and Address
(A)
UNION GRAPHICS INC
802796

Santa Clarita
CA
91380
Type or Classification
(B)
Printing
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,238
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$9,238
Printing12/09/2022$9,238
Name and Address
(A)
WESTIN LAS VEGAS HOTEL

101 Montelago Blvd
Henderson
NV
89011
Type or Classification
(B)
Lodging
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,500
Total of All Transactions with this Payee/Payer for This Schedule$10,500
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 012-442

Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$1,985,913
Health & WelfareTrust Fund$611,083
PensionTrust Fund$1,184,836
Life InsuranceInsurance Company$21,205
AnnuityTrust Fund$168,789
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 012-442


Question 10: OPERATING ENGINEERS LOCAL 501 SECURITY FUND 1050 LAKES DRIVE, SUITE 120 WEST COVINA, CA 91790 PURPOSE: HEALTH AND WELFARE ERISA FILE NUMBER 95-6049026 PLAN NUMBER 501 SO. CALIFORNIA OPERATING &MAINTENANCE ENGINEERS APPRENTICESHIP & TRAINING TRUST FUND 2405 W. THIRD STREET LOS ANGELES, CA 90057-1907 PURPOSE: TRAINING TRUST EIN 23-7061941 SO. NV OPERATING & MAINTENANCE ENGINEERS APPRENTICESHIP & TRAINING TRUST 313 DEAUVILLE LAS VEGAS, NV 89106 PURPOSE: TRAINING TRUST EIN 23-7087573 INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 501 INDIVIDUAL ACCOUNT PLAN TRUST FUND 1050 LAKES DRIVE, SUITE 120, WEST COVINA, CA 91790 PURPOSE: ANNUITY BENEFITS ERISA FILE NUMBER 81-5319756 PLAN NUMBER 001

Question 11(a):

Question 11(a): : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL UNION NO. 501 POLITICAL ACTION FUND (PAC) REPORTS ARE FILED WITH THE CALIFORNIA SECRETARY OF STATE POLITICAL REFORM DIVISION (FILER ID 746497). THE ACTIVITY OF THE PAC FUND IS NOT INCLUDED IN THE LOCAL'S LM-2.

Question 11(b):

Question 11(b): : THE LOCAL HAS A SUBSIDIARY SCHOLARSHIP FUND. THE FINANCIAL ACTIVITY FOR THE SCHOLARSHIP FUND IS INCLUDED IN THIS LM-2 FILING.

Question 12: AS OF THE FILING DATE, AN AUDIT WAS IN PROGRESS BY WITHUMSMITH+BROWN, PC, AN OUTSIDE ACCOUNTING FIRM.

Question 15: THE LOCAL RECORDED DEPRECIATION EXPENSE AS FOLLOWS: FURNITURE AND EQUIPMENT $43,265, AUTOMOBILE $65,376, AND BUILDING IMPROVEMENTS $11,691.

Schedule 13, Row1:

Schedule 13, Row1:PER THE CONSTITUTION AND BYLAWS, REGULAR MEMBERS PAY FULL DUES AND HAVE VOTING RIGHTS. REGULAR MEMBERS INCLUDE OUT OF WORK MEMBERS WHO ARE CONSIDERED REGULAR MEMBERS AND HAVE VOTING RIGHTS AS LONG AS THEY ARE CURRENT WITH THEIR DUES.

Schedule 13, Row1:

Schedule 13, Row1:

Schedule 13, Row2:

Schedule 13, Row2:PER THE CONSTITUTION AND BYLAWS, RETIRED MEMBERS PAY A REDUCED DUES RATE AND HAVE VOTING RIGHTS.

Schedule 13, Row2:

Schedule 13, Row2:

Schedule 13, Row3:

Schedule 13, Row3:PER THE CONSTITUTION AND BYLAWS, APPRENTICES PAY FULL DUES AND HAVE VOTING RIGHTS.

Schedule 13, Row3:

Schedule 13, Row3:

General Information: SCHEDULE 6: THE FAIR MARKET VALUE FOR FIXED ASSETS IS NOT READILY AVAILABLE FOR DISCLOSURE AT SCHEDULE 6. THE FAIR MARKET VALUE WAS ESTIMATED BASED ON THE BOOK VALUE OF THE ASSETS. SCHEDULE 11: JOSE SOTO WAS A TRUSTEE THROUGH 11/8/2022. JOSE SOTO THEN BECAME THE FINANCIAL SECRETARY. DERIC BARNES WAS AN EXECUTIVE BOARD MEMBER UNTIL 11/8/2022. DERIC BARNES THEN BECAME A TRUSTEE. RICHARD LILE WAS AN EMPLOYEE IN THE POSITION OF ORGANIZER THROUGH 11/8/2022. RICHARD LILE THEN BECAME AN EXECUTIVE BOARD MEMBER. RICHARD LILE IS INCLUDED ON SCHEDULE 11, AS AN OFFICER FOR THE FULL YEAR. SCHEDULES 11 AND 12: IT IS NOT PRACTICAL TO MAKE PRECISE DISTRIBUTIONS OF AUTOMOBILE OPERATING EXPENSES NOT PAID DIRECTLY TO EMPLOYEES AND INCLUDED IN COLUMNS (F) AND (G). HOWEVER, AN ALLOCATION OF SUCH EXPENSES HAS BEEN MADE IN ACCORDANCE WITH IRS REPORTING RULES. IF UNION OWNED/LEASED AUTOMOBILES WERE USED 50%OR LESS FOR BUSINESS PURPOSES BY IRS REPORTING STANDARDS, THE REMAINDER IS TREATED AS IF IT WERE PERSONAL USE AND IS REPORTED IN COLUMN (G). IRS STANDARDS SHOULD NOT NECESSARILY BE CONSIDERED AS THE ACTUAL BUSINESS USE OF AN AUTOMOBILE. THE PERSONAL USE OF UNION-OWNED AUTOMOBILES FOR PAUL NUNEZ, SCOT MOTL, PATRICK MURPHY, AND MICHAEL SILVIA, EXCEEDED 50%. THE MARKET VALUE OF THE AUTOMOBILES WERE ESTIMATED TO BE $7,908, $2,962, $8,051, AND $2,723 RESPECTIVELY, AS OF DECEMBER 31, 2022. THE COMBINATION OF PERSONAL AND COMMUTE USE PERCENTAGE OF AUTOMOBILE EXPENSES IS REPORTED IN COLUMN (G) FOR THESE INDIVIDUALS ON SCHEDULE 11 AND 12.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)