U.S. Department of Labor
Employment Standards Administration
Office of Labor-Management Standards
Washington, DC 20210

FORM LM-2 LABOR ORGANIZATION ANNUAL REPORT

Form Approved
Office of Management and Budget
No. 1215-0188
Expires: 12-31-2010

MUST BE USED BY LABOR ORGANIZATIONS WITH $250,000 OR MORE IN TOTAL ANNUAL RECEIPTS AND LABOR ORGANIZATIONS IN TRUSTEESHIP

 

This report is manadatory 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
024-035

2. PERIOD COVERED

From

1/1/2007

Through

12/31/2007

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
ELECTRICAL WORKERS IBEW AFL-CIO

5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION

6. DESIGNATION NBR
47

7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)

First Name
PATRICK

Last Name
LAVIN

P.O Box - Building and Room Number

Number and Street
600 N DIAMOND BAR BLVD

City
DIAMOND BAR

State
CA

ZIP Code + 4
91765-1037



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.)

26. SIGNED:

Ron Delgado

PRESIDENT

27. SIGNED:

Patrick Lavin

TREASURER

Date:

Mar 31, 2008

Contact Info:

(909) 860-4239

Date:

Mar 31, 2008

Contact Info:

(909) 860-4239

 

Form LM-2 (Revised 2003)

ITEMS 10 THROUGH 21

FILE NUMBER: 024-035

 

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. During the reporting period did the labor organization have a Political Action Committee (PAC) fund?

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?

$555,000

15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?

No

16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?

No

17. Did the labor organization have any contingent liabilities at the end of the reporting period?

No

18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?

No

19. What is the date of the labor organization's next regular election of officers?

06/2008

20. How many members did the labor organization have at the end of the reporting period?

7,036

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

ITEM 69

per

N/A

 

 

(b) Working Dues/Fees

0

per

N/A

 

 

(c) Initiation Fees

$20.00

per

N/A

 

 

(d) Transfer Fees

0

per

N/A

 

 

(e) Work Permits

0

per

N/A

 

 

 

Form LM-2 (Revised 2003)

STATEMENT A - ASSETS AND LIABILITIES

FILE NUMBER: 024-035

 

ASSETS

 

ASSETS

Schedule
Number

Start of Reporting Period
(A)

End of Reporting Period
(B)

22. Cash

 

$2,194,610

$2,752,339

23. Accounts Receivable

1

$370,017

$313,318

24. Loans Receivable

2

$0

$0

25. U.S. Treasury Securities

 

$0

$0

26. Investments

5

$131,703

$444,062

27. Fixed Assets

6

$2,331,555

$2,181,080

28. Other Assets

7

$6,871

$23,454

29. TOTAL ASSETS

 

$5,034,756

$5,714,253

 

LIABILITIES

 

LIABILITIES

Schedule
Number

Start of Reporting Period
(A)

End of Reporting Period
(B)

30. Accounts Payable

8

$471,239

$501,213

31. Loans Payable

9

$0

$0

32. Mortgages Payable

 

$0

$0

33. Other Liabilities

10

$7,266

$8,504

34. TOTAL LIABILITIES

 

$478,505

$509,717

 

 

 

 

 

35. NET ASSETS

$4,556,251

$5,204,536

 

Form LM-2 (Revised 2003)

STATEMENT B - RECEIPTS AND DISBURSEMENTS

FILE NUMBER: 024-035

 

CASH RECEIPTS

SCH

AMOUNT

36. Dues and Agency Fees

 

$8,983,447

37. Per Capita Tax

 

$0

38. Fees, Fines, Assessments, Work Permits

 

$0

39. Sale of Supplies

 

$8,907

40. Interest

 

$126,415

41. Dividends

 

$20,065

42. Rents

 

$0

43. Sale of Investments and Fixed Assets

3

$454,552

44. Loans Obtained

9

$0

45. Repayments of Loans Made

2

$0

46. On Behalf of Affiliates for Transmittal to Them

 

$0

47. From Members for Disbursement on Their Behalf

 

$19,421

48. Other Receipts

14

$32,866

49. TOTAL RECEIPTS

 

$9,645,673

CASH DISBURSEMENTS

SCH

AMOUNT

50. Representational Activities

15

$2,574,284

51. Political Activities and Lobbying

16

$150,320

52. Contributions, Gifts, and Grants

17

$36,175

53. General Overhead

18

$1,428,958

54. Union Administration

19

$1,450,202

55. Benefits

20

$983,531

56. Per Capita Tax

 

$1,372,946

57. Strike Benefits

 

$0

58. Fees, Fines, Assessments, etc.

 

$0

59. Supplies for Resale

 

$77,011

60. Purchase of Investments and Fixed Assets

4

$776,519

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

 

$7,795

65. Direct Taxes

 

$231,440

  

66. Subtotal

 

$9,089,181

67. Withholding Taxes and Payroll Deductions

 

 

  67a. Total Withheld

$1,483,587

 

 

  67b. Less Total Disbursed

$1,482,350

 

 

  67c. Total Withheld But Not Disbursed

 

$1,237

68. TOTAL DISBURSEMENTS

 

$9,087,944

 

Form LM-2 (Revised 2003)

SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE

FILE NUMBER: 024-035

 

Entity or Individual Name
(A)

Total Account Receivable
(B)

90-180 Days
Past Due
(C)

180+ Days
Past Due
(D)

Liquidated Account
Receivable
(E)

Totals from all other accounts receivable

$313,318

$0

$0

$0

TOTALS (Column (B) Total will be automatically entered in Item 23, Column (B))

$313,318

$0

$0

$0

 

Form LM-2 (Revised 2003)

SCHEDULE 2 - LOANS RECEIVABLE

FILE NUMBER: 024-035

 

There was no data found for this schedule.

 

SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 024-035

 

Description (if land or buildings give location)
(A)

Cost
(B)

Book Value
(C)

Gross Sales Price
(D)

Amount Received
(E)

Total of all lines

$648,443

$432,710

$454,552

$454,552

AUTOMOBILES

$319,106

$105,994

$97,550

$97,550

LND,BLDG,&BI. 1405 SPRUCE ST., RIVERSIDE, CA 92507

$329,337

$326,716

$357,002

$357,002

 

14. Less Reinvestments

$0

(Net Sales total will automatically entered in Item 43)

15. Net Sales

$454,552

 

Form LM-2 (Revised 2003)

SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 024-035

 

Description (if land or buildings, give location)
(A)

Cost
(B)

Book Value
(C)

Cash Paid
(D)

Total of all lines

$776,519

$776,519

$776,519

MUNICIPAL BONDS

$300,000

$300,000

$300,000

AUTOMOBILES

$451,798

$451,798

$451,798

FURNITURE AND EQUIPMENT

$24,721

$24,721

$24,721

 

14. Less Reinvestments

$0

(Net Purchases total will automatically entered in Item 60)

15. Net Purchases

$776,519

 

Form LM-2 (Revised 2003)

SCHEDULE 5 - INVESTMENTS

FILE NUMBER: 024-035

 

Description
(A)

Amount
(B)

Marketable Securities

 

1. Total Cost

$300,000

2. Total Book Value

$444,062

3. List each marketable security which has a book value over $5000 and exceeds 5% of Line 2.

  

  • PRUDENTIAL - COMMON STOCK

$121,324
  • MUNICIPAL BONDS

$300,000

Other Investments

 

4. Total Cost

$0

5. Total Book Value

$0

6. List each other investment which has a book value over $5000, of Line 5.  Also list each Trust which is an investment.

  

  • N/A

$0

7. Total of Lines 2 and 5 (Total will be automatically entered in Item 26, Column(B))

$444,062

 

Form LM-2 (Revised 2003)

SCHEDULE 6 - FIXED ASSETS

FILE NUMBER: 024-035

 

Description
(A)

Cost or Other Basis
(B)

Total Depreciation or
Amount Expensed
(C)

Book Value
(D)

Value
(E)

1. 600 N DIAMOND BLVD., DIAMOND BAR, CA

$305,757

 

$305,757

$0

1. 1405 SPRUCE ST., RIVERSIDE, CA 92507

$311,600

 

$311,600

$0

3. 600 N DIAMOND BLVD., DIAMOND, CA

$753,205

$358,096

$356,631

$0

3. 1405 SPRUCE ST., RIVERSIDE, CA 92507

$595,207

$26,820

$568,387

$0

5. Automobiles and Other Vehicles

$667,957

$170,483

$497,473

$0

6. Office Furniture and Equipment

$707,498

$604,747

$141,232

$0

7. Other Fixed Assets

$0

$0

$0

$0

8. Totals of Lines 1 through 7 (Column(D) Total will be automatically entered in Item 27, Column(B))

$3,341,224

$1,160,146

$2,181,080

$0

 

Form LM-2 (Revised 2003)

SCHEDULE 7 - OTHER ASSETS

FILE NUMBER: 024-035

 

Description
(A)

Book Value
(B)

Total Other Assets (Total will be automatically entered in Item 28, Column(B))

$23,454

PREPAID EXPENSES

$23,454

 

Form LM-2 (Revised 2003)

SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE

FILE NUMBER: 024-035

 

Entity or Individual Name
(A)

Total Account
Payable
(B)

90-180 Days
Past Due
(C)

180+ Days Past
Due
(D)

Liquidated Account
(E)

Total from all other accounts payable

$501,213

$0

$0

$0

Total Accounts Payable (Column(B) Total will be automatically entered in Item 30, Column(D))

$501,213

$0

$0

$0

 

Form LM-2 (Revised 2003)

SCHEDULE 9 - LOANS PAYABLE

FILE NUMBER: 024-035

 

There was no data found for this schedule.

 

SCHEDULE 10 - OTHER LIABILITIES

FILE NUMBER: 024-035

 

Description
(A)

Amount at End of Period
(B)

Total Other Liabilities (Total will be automatically entered in Item 33, Column(D))

$8,504

PAYROLL EXCHANGES

$8,504

 

Form LM-2 (Revised 2003)

SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS

FILE NUMBER: 024-035

 

 

(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) thru (F)

(H)
TOTAL

A
B
C

RON     DELGADO
PRESIDENT
C

$0

$0

$1,208

$0

$1,208

I

Schedule 15
Representational Activities

35 %

Schedule 16
Political Activities and Lobbying

5 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

60 %

A
B
C

JEFF     FLORY
VICE PRESIDENT
C

$0

$0

$385

$0

$385

I

Schedule 15
Representational Activities

20 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

80 %

A
B
C

PATRICK     LAVIN
BUS.MGR/FIN. SECRETARY
C

$182,517

$0

$13,855

$0

$196,372

I

Schedule 15
Representational Activities

55 %

Schedule 16
Political Activities and Lobbying

5 %

Schedule 17
Contributions

5 %

Schedule 18
General Overhead

5 %

Schedule 19
Administration

30 %

A
B
C

ROGER     HELDOORN
TREASURER
C

$0

$0

$2,765

$0

$2,765

I

Schedule 15
Representational Activities

15 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

85 %

A
B
C

DILLIE     FARRIS
RECORDING SECRETARY
N

$0

$0

$1,881

$0

$1,881

I

Schedule 15
Representational Activities

15 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

85 %

A
B
C

JOHN     BACA
EXECUTIVE BOARD
C

$0

$0

$1,715

$0

$1,715

I

Schedule 15
Representational Activities

25 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

75 %

A
B
C

DILLIE     FARRIS
EXECUTIVE BOARD
P

$0

$0

$0

$0

$0

I

Schedule 15
Representational Activities

15 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

85 %

A
B
C

MARK     LONG
EXECUTIVE BOARD
C

$0

$0

$747

$0

$747

I

Schedule 15
Representational Activities

25 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

75 %

A
B
C

ERNIE     LOPEZ
EXECUTIVE BOARD
C

$1,219

$0

$3,135

$0

$4,354

I

Schedule 15
Representational Activities

30 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

70 %

A
B
C

DWIGHT     MORGAN
EXECUTIVE BOARD
C

$0

$0

$1,944

$0

$1,944

I

Schedule 15
Representational Activities

20 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

80 %

A
B
C

RICHARD     PAUL
EXECUTIVE BOARD
N

$0

$0

$24

$0

$24

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

WILLIE     RIOS
EXECUTIVE BOARD
N

$0

$0

$738

$0

$738

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

HIPOLITO     TAVAREZ
EXEC BOARD
C

$0

$0

$4,219

$0

$4,219

I

Schedule 15
Representational Activities

15 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

85 %

A
B
C

ROBERT     VAN NOY
EXECUTIVE BOARD
P

$14,532

$0

$1,326

$0

$15,858

I

Schedule 15
Representational Activities

50 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

5 %

Schedule 19
Administration

45 %

A
B
C

MIKE     HERNANDEZ
EXAMINING BOARD
N

$0

$0

$0

$0

$0

I

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

TREVOR     KIRKLAND
EXAMINING BOARD
C

$0

$0

$0

$0

$0

I

Schedule 15
Representational Activities

25 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

75 %

A
B
C

AMANDO     MENDEZ
EXAMINING BOARD
C

$0

$0

$0

$0

$0

I

Schedule 15
Representational Activities

25 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

75 %

A
B
C

ARNOLD     TREVINO
EXAMINING BOARD
P

$0

$0

$0

$0

$0

I

Schedule 15
Representational Activities

25 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

75 %

A
B
C

ARNOLD     TREVINO
EXECUTIVE BOARD
N

$0

$0

$839

$0

$839

I

Schedule 15
Representational Activities

25 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

75 %

Total Officer Disbursements

$198,268

$0

$34,781

$0

$233,049

Less Deductions

 

 

 

 

$72,454

Net Disbursements

 

 

 

 

$160,595

 

Form LM-2 (Revised 2003)

SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES

FILE NUMBER: 024-035

 

 

(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) thru (F)

(H)
TOTAL

A
B
C

TOM     BROWN
SENIOR ASSISTNT BUS. MGR.
N/A

$161,627

$0

$13,376

$0

$175,003

I

Schedule 15
Representational Activities

55 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

5 %

Schedule 19
Administration

40 %

A
B
C

HANK     COLT
ASSISTANT BUS. MGR.
N/A

$151,224

$4,800

$26

$0

$156,050

I

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

20 %

A
B
C

RANDY     HELDOORN
ASSISTANT BUS. MGR.
N/A

$151,232

$0

$31,463

$0

$182,695

I

Schedule 15
Representational Activities

65 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

5 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

30 %

A
B
C

MACK     KENDALL
BUSINESS REPRESENTATIVE
N/A

$138,300

$4,000

$3,887

$0

$146,187

I

Schedule 15
Representational Activities

50 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

5 %

Schedule 19
Administration

45 %

A
B
C

JIM     KENNAN
ASSISTANT BUS. MGR.
N/A

$151,224

$0

$11,642

$0

$162,866

I

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

5 %

Schedule 19
Administration

15 %

A
B
C

MIKE     MOORE
SENIOR ASSISTNT BUS. MGR.
N/A

$162,555

$0

$9,654

$0

$172,209

I

Schedule 15
Representational Activities

55 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

5 %

Schedule 19
Administration

40 %

A
B
C

KARL     STEWART
ASSISTANT BUS. MGR.
N/A

$151,227

$0

$9,920

$0

$161,147

I

Schedule 15
Representational Activities

45 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

5 %

Schedule 19
Administration

50 %

A
B
C

STAN     STOSEL
ASSISTANT BUS. MGR.
N/A

$151,224

$0

$7,531

$0

$158,755

I

Schedule 15
Representational Activities

50 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

5 %

Schedule 19
Administration

35 %

A
B
C

RON     BENGOCHEA
BUSINESS REPRESENTATIVE
N/A

$140,792

$0

$8,405

$0

$149,197

I

Schedule 15
Representational Activities

70 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

30 %

A
B
C

CHET     BENNETT
BUSINESS REPRESENTATIVE
N/A

$140,792

$0

$12,367

$0

$153,159

I

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

20 %

A
B
C

CALVIN     BUCKNER
BUSINESS REPRESENTATIVE
N/A

$50,496

$0

$4,690

$0

$55,186

I

Schedule 15
Representational Activities

85 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

15 %

A
B
C

ROBERT     CORTEZ
BUSINESS REPRESENTATIVE
N/A

$140,792

$0

$7,802

$0

$148,594

I

Schedule 15
Representational Activities

85 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

15 %

A
B
C

JOHN     DUNLOP
BUSINESS REPRESENTATIVE
N/A

$140,817

$0

$11,704

$0

$152,521

I

Schedule 15
Representational Activities

75 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

25 %

A
B
C

RICK     GARCIA
ASSISTANT BUS. MGR.
N/A

$146,876

$0

$15,978

$0

$162,854

I

Schedule 15
Representational Activities

70 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

20 %

A
B
C

CHARLES     HOGAN
BUSINESS REPRESENTATIVE
N/A

$59,323

$0

$1,484

$0

$60,807

I

Schedule 15
Representational Activities

85 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

15 %

A
B
C

MELORA     KLOECKNER
BUSINESS REPRESENTATIVE
N/A

$140,792

$0

$3,622

$0

$144,414

I

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

5 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

15 %

A
B
C

COLIN     LAVIN
BUSINESS REPRESENTATIVE
N/A

$138,207

$0

$11,886

$0

$150,093

I

Schedule 15
Representational Activities

85 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

15 %

A
B
C

MIKE     MCKINNEY
BUSINESS REPRESENTATIVE
N/A

$139,838

$0

$5,965

$0

$145,803

I

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

20 %

A
B
C

MITCH     ROLOW
BUSINESS REPRESENTATIVE
N/A

$140,792

$0

$6,410

$0

$147,202

I

Schedule 15
Representational Activities

70 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

30 %

A
B
C

SCOTT     SHAFOR
BUSINESS REPRESENTATIVE
N/A

$140,792

$0

$10,475

$0

$151,267

I

Schedule 15
Representational Activities

85 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

15 %

A
B
C

SCOTT     SUGDEN
BUSINESS REPRESENTATIVE
N/A

$140,792

$0

$8,622

$0

$149,414

I

Schedule 15
Representational Activities

85 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

15 %

A
B
C

AMADOR     TAPIA
BUSINESS REPRESENTATIVE
N/A

$140,795

$0

$9,682

$0

$150,477

I

Schedule 15
Representational Activities

85 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

15 %

A
B
C

MARIA     AUSMUS
EXECUTIVE ASSISTANT
N/A

$81,749

$0

$151

$0

$81,900

I

Schedule 15
Representational Activities

5 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

85 %

Schedule 19
Administration

10 %

A
B
C

BRIDGETTE     BERRY
ADMINISTRATIVE ASSISTANT
N/A

$14,244

$0

$0

$0

$14,244

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

NICKI     BERRY
EXECUTIVE ASSISTANT
N/A

$117,643

$0

$1,639

$0

$119,282

I

Schedule 15
Representational Activities

5 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

75 %

Schedule 19
Administration

20 %

A
B
C

DIANE     CORTEZ
ADMINISTRATIVE ASSISTANT
N/A

$87,194

$0

$97

$0

$87,291

I

Schedule 15
Representational Activities

5 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

90 %

Schedule 19
Administration

5 %

A
B
C

DIANE     DALEO
OFFICE MANAGER
N/A

$96,098

$0

$47

$0

$96,145

I

Schedule 15
Representational Activities

5 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

70 %

Schedule 19
Administration

25 %

A
B
C

JENNIFER     LOPEZ
MEMBER SERVICES
N/A

$53,693

$0

$143

$0

$53,836

I

Schedule 15
Representational Activities

5 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

85 %

Schedule 19
Administration

10 %

A
B
C

DON     MITCHELL
SPECIAL PROJECTS
N/A

$65,317

$0

$134

$0

$65,451

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 %

TOTALS RECEIVED BY EMPLOYEES MAKING LESS THAN $10000

$7,466

$0

$0

$0

$7,466

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

$3,543,913

$8,800

$208,802

$0

$3,761,515

Less Deductions

 

 

 

 

$1,411,133

Net Disbursements

 

 

 

 

$2,350,382

 

Form LM-2 (Revised 2003)

SCHEDULE 13 - MEMBERSHIP STATUS

FILE NUMBER: 024-035

 

Category of Membership
(A)

Number
(B)

Voting Eligibility
(C)

Members

7,036

 

Agency Fee Payers*

125

 

Total Members/Fee Payers

7,161

 

*Agency Fee Payers are not considered members of the labor organization.

"A" MEMBER

1,622

Yes

"BA" MEMBER

5,414

Yes

 

Form LM-2 (Revised 2003)

DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19

FILE NUMBER: 024-035

 

SCHEDULE 14   OTHER RECEIPTS

1. Named Payer Itemized Receipts

$10,395

2. Named Payer Non-itemized Receipts

$0

3. All Other Receipts

$22,471

4. Total Receipts

$32,866

     

     

 

SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS

1. Named Payee Itemized Disbursements

$10,000

2. Named Payee Non-itemized Disbursements

$0

3. To Officers

$9,819

4. To Employees

$16,356

5. All Other Disbursements

$0

6. Total Disbursements

$36,175

 

 

 

SCHEDULE 15   REPRESENTATIONAL ACTIVITIES

1. Named Payee Itemized Disbursements

$92,421

2. Named Payee Non-itemized Disbursements

$15,141

3. To Officers

$120,284

4. To Employees

$2,338,293

5. All Other Disbursements

$8,145

6. Total Disbursements

$2,574,284

 

SCHEDULE 18   GENERAL OVERHEAD

1. Named Payee Itemized Disbursements

$418,476

2. Named Payee Non-itemized Disbursements

$347,141

3. To Officers

$10,612

4. To Employees

$478,700

5. All Other Disbursements

$174,029

6. Total Disbursements

$1,428,958

 

 

 

SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING

1. Named Payee Itemized Disbursements

$106,000

2. Named Payee Non-itemized Disbursements

$2,280

3. To Officers

$9,879

4. To Employees

$32,161

5. All Other Disbursements

$0

6. Total Disbursement

$150,320

 

SCHEDULE 19   UNION ADMINISTRATION

1. Named Payee Itemized Disbursements

$94,217

2. Named Payee Non-itemized Disbursements

$127,792

3. To Officers

$82,457

4. To Employees

$896,007

5. All Other Disbursements

$249,729

6. Total Disbursements

$1,450,202

 

Form LM-2 (Revised 2003)

SCHEDULE 14 - OTHER RECEIPTS

FILE NUMBER: 024-035

 

Name and Address
(A)

STATE COMPENSATION FUND
785

SAN FRANCISCO
CA
94120-7854

Type or Classification
(B)

WORKERS' COMPENSATION INSURANCE

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$10,395

Total Non-Itemized Transactions

$0

Total of All Transactions

$10,395

WORKERS' COMP. INS. PREMIUM RFND

03/31/2007

$10,395

 

Form LM-2 (Revised 2003)

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES

FILE NUMBER: 024-035

 

Name and Address
(A)

ROTHNER, SEGALL & GREENSTONE

510 S. MARENGO
PASADENA
CA
91101-3115

Type or Classification
(B)

LEGAL COUNSEL

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$17,421

Total Non-Itemized Transactions

$15,141

Total of All Transactions

$32,562

VARIOUS LABOR ISSUES

01/10/2007

$8,274

VARIOUS LABOR ISSUES

01/24/2007

$9,147

Name and Address
(A)

USA UNION PRO

2496 ROSS CROSSING ROAD
KEVIL
KY
42053

Type or Classification
(B)

SPECIALTY MERCHANDISER

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$75,000

Total Non-Itemized Transactions

$0

Total of All Transactions

$75,000

PROMOTIONAL ITEMS - MEMBERS

12/12/2007

$75,000

 

Form LM-2 (Revised 2003)

SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING

FILE NUMBER 024-035

 

Name and Address
(A)

IBEW COPE

900 SEVENTH ST. NW
WASHINGTON
DC
20001-3886

Type or Classification
(B)

INTERNATIONAL UNION

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$75,000

Total Non-Itemized Transactions

$0

Total of All Transactions

$75,000

CONTRIBUTION

02/07/2007

$75,000

Name and Address
(A)

ORANGE COUNTY VOTER INFO

830 N. ROSS ST.
SANTA ANA
CA
92701

Type or Classification
(B)

VOTER REGISTRATION

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$10,000

Total Non-Itemized Transactions

$0

Total of All Transactions

$10,000

CONTRIBUTION

07/25/2007

$10,000

Name and Address
(A)

CALIFORNIA DEMOCRATIC PARTY

888 S. FIGUEROA ST. #400
LOS ANGELES
CA
90017

Type or Classification
(B)

POLITICAL PARTY

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$5,000

Total Non-Itemized Transactions

$0

Total of All Transactions

$5,000

FEE TO ATTEND THE CDP IN SAN DIEGO

03/21/2007

$5,000

Name and Address
(A)

CITIZENS FOR AN EFFCT. CHARTER
92045

LONG BEACH
CA
90809

Type or Classification
(B)

CHARTER REFORM - ACTIVIST

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$6,000

Total Non-Itemized Transactions

$0

Total of All Transactions

$6,000

CONTRIBUTION

03/21/2007

$6,000

Name and Address
(A)

ELECTRICAL WORKERS MINORITY
642

EL CERRITO
CA
94530

Type or Classification
(B)

MINORITY CAUCUS

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$10,000

Total Non-Itemized Transactions

$2,280

Total of All Transactions

$12,280

CONTRIBUTION

01/10/2007

$10,000

 

Form LM-2 (Revised 2003)

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS

FILE NUMBER: 024-035

 

Name and Address
(A)

ARMED SERVICES YMCA

6359 WALKER LANE #200
ALEXANDRIA
UT
22310

Type or Classification
(B)

NOT FOR PROFIT ORGANIZATION

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$5,000

Total Non-Itemized Transactions

$0

Total of All Transactions

$5,000

DONATIONS

09/19/2007

$5,000

Name and Address
(A)

BLTI

642 BERRYSIDE DRIVE
LITHONIA
GA
30058

Type or Classification
(B)

TRAINING INSTITUTE

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$5,000

Total Non-Itemized Transactions

$0

Total of All Transactions

$5,000

DONATION

11/14/2007

$5,000

 

Form LM-2 (Revised 2003)

SCHEDULE 18 - GENERAL OVERHEAD

FILE NUMBER: 024-035

 

Name and Address
(A)

APPLIED BUSINESS SOLUTIONS

1159 IOWA AVE., STE. D
RIVERSIDE
CA
92507

Type or Classification
(B)

COMPUTER SUPPORT

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$0

Total Non-Itemized Transactions

$17,823

Total of All Transactions

$17,823

Name and Address
(A)

AT&T
78522

PHOENIX
AZ
85062

Type or Classification
(B)

TELEPHONE COMPANY

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$0

Total Non-Itemized Transactions

$25,668

Total of All Transactions

$25,668

Name and Address
(A)

BEAR VALLEY ELECTRIC SERVICE

630 E. FOOTHILL BLVD
SAN DIMAS
CA
91773

Type or Classification
(B)

EMPLOYER

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$14,701

Total Non-Itemized Transactions

$0

Total of All Transactions

$14,701

LOST TIME REIMBURSEMENT

01/24/2007

$8,518

LOST TIME REIMBURSEMENT

11/28/2007

$6,183

Name and Address
(A)

CANON BUSINESS SOLUTIONS

FILE 51075
LOS ANGELES
CA
90074

Type or Classification
(B)

EQUIPMENT MAINTENANCE COMPANY

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$8,878

Total Non-Itemized Transactions

$1,368

Total of All Transactions

$10,246

EQUIPMENT MAINTENANCE AGREEMENT

07/11/2007

$8,878

Name and Address
(A)

CANON FINANCIAL SERVICES
4004

CAROL STREAM
IL

Type or Classification
(B)

EQUIPMENT LEASING COMPANY

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$0

Total Non-Itemized Transactions

$12,602

Total of All Transactions

$12,602

Name and Address
(A)

CROSSROADS BUS. PK ASSOC.

18012 SKY PARK CIRCLE #200
IRVINE
CA
92614-6429

Type or Classification
(B)

PROPERTY MANAGEMENT

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$0

Total Non-Itemized Transactions

$13,159

Total of All Transactions

$13,159

Name and Address
(A)

CUSTOM SERVICE SYSTEMS
5596

RIVERSIDE
CA
92517-5596

Type or Classification
(B)

JANITORIAL COMPANY

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$0

Total Non-Itemized Transactions

$5,621

Total of All Transactions

$5,621

Name and Address
(A)

DIAMOND BAR COMMUNITY ASSOC.

18005 SKYPARK CIR., STE. H
IRVINE
CA
92614

Type or Classification
(B)

BUILDING OWNERS ASSOCIATION

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$0

Total Non-Itemized Transactions

$15,849

Total of All Transactions

$15,849

Name and Address
(A)

ENVIROKLEEN

5420 W. MISSION BLVD.
ONTARIO
CA
91762

Type or Classification
(B)

OFFICE MAINTENANCE

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$0

Total Non-Itemized Transactions

$12,814

Total of All Transactions

$12,814

Name and Address
(A)

EVEREST NATIONAL INSURANCE
FILE 57345

LOS ANGELES
CA
90074-7345

Type or Classification
(B)

WORKERS' COMPENSATION INSURANCE

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$5,966

Total Non-Itemized Transactions

$34,688

Total of All Transactions

$40,654

WORKERS' COMPENSATION INSURANCE

03/07/2007

$5,966

Name and Address
(A)

GOLDEN EAGLE INSURANCE
85834

SAN DIEGO
CA
92186-5834

Type or Classification
(B)

INSURANCE BROKER

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$9,286

Total Non-Itemized Transactions

$42,443

Total of All Transactions

$51,729

INSURANCE PACKAGE

02/20/2007

$9,286

Name and Address
(A)

GREATER BAY CAPITAL
7777

SAN FRANCISCO
CA
94120-7777

Type or Classification
(B)

EQUIPMENT LEASING COMPANY

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$0

Total Non-Itemized Transactions

$9,555

Total of All Transactions

$9,555

Name and Address
(A)

HOUSE OF PRINTING

3336 E. COLORADO BLVD.
PASADENA
CA
91107

Type or Classification
(B)

PRINTING AND STATIONERY SUPPLIER

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$0

Total Non-Itemized Transactions

$11,302

Total of All Transactions

$11,302

Name and Address
(A)

IBEW

900 SEVENTH ST. NW
WASHINGTON
DC
20001

Type or Classification
(B)

INTERNATIONAL UNION

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$6,508

Total Non-Itemized Transactions

$1,986

Total of All Transactions

$8,494

LABOR UNION BOND PREMIUM

04/18/2007

$6,508

Name and Address
(A)

INSURANCE INCORPORATED

1199 S. FAIRWAY DR. #101
INDUSTRY
CA
91789

Type or Classification
(B)

INSURANCE COMPANY

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$10,623

Total Non-Itemized Transactions

$0

Total of All Transactions

$10,623

DIRECTORS AND OFFICER LIABILITY INS.

05/16/2007

$10,623

Name and Address
(A)

LA COUNTY TAX COLLECTOR
54018

LOS ANGELES
CA
90054-0018

Type or Classification
(B)

TAX ASSESSOR

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$18,943

Total Non-Itemized Transactions

$340

Total of All Transactions

$19,283

REAL PROPERTY TAXES

01/05/2007

$8,329

REAL PROPERTY TAXES

11/02/2007

$10,614

Name and Address
(A)

LINEMAN RODEO

9549 BISBY ST.
TEMPLE CITY
CA
91780

Type or Classification
(B)

RODEO

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$7,451

Total Non-Itemized Transactions

$0

Total of All Transactions

$7,451

TRAVEL RELATED EXPENSES

01/10/2007

$7,451

Name and Address
(A)

METRONOME

2154 MICHELSON DR. STE. A
IRVINE
CA
92612

Type or Classification
(B)

COMMUNICATIONS SOLUTION PROVIDER

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$5,000

Total Non-Itemized Transactions

$2,574

Total of All Transactions

$7,574

PHONE SYSTEM SUPPORT AGREEMENT

03/07/2007

$5,000

Name and Address
(A)

MILLER, KAPLAN, ARASE & CO., LLP.

4123 LANKERSHIM BLVD.
NORTH HOLLYWOOD
CA
91602-2828

Type or Classification
(B)

ACCOUNTING FIRM

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$18,500

Total Non-Itemized Transactions

$13,950

Total of All Transactions

$32,450

ACCOUNTING AND AUDIT SERVICES

04/18/2007

$12,000

ACCOUNTING AND AUDIT SERVICES

12/12/2007

$6,500

Name and Address
(A)

OSWEGO CREATIVE, INC.

1120 WASHINGTON AVE. #200
GOLDEN
CO
80401

Type or Classification
(B)

NEWS VIDEO SUBSCRIPTION

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$0

Total Non-Itemized Transactions

$10,000

Total of All Transactions

$10,000

Name and Address
(A)

PAR ELECTRICAL CONTRACTORS
846234

DALLAS
TX
75284-6234

Type or Classification
(B)

EMPLOYER

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$0

Total Non-Itemized Transactions

$8,815

Total of All Transactions

$8,815

Name and Address
(A)

PAUL MCDONNELL RVRSD CNTY
12005

RIVERSIDE
CA
92502

Type or Classification
(B)

TAX ASSESSOR

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$0

Total Non-Itemized Transactions

$12,178

Total of All Transactions

$12,178

Name and Address
(A)

PITNEY BOWES
856056

LOUISVILLE
KY
40285

Type or Classification
(B)

POSTAGE REPLENISHING COMPANY

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$13,500

Total Non-Itemized Transactions

$4,714

Total of All Transactions

$18,214

POSTAGE

09/05/2007

$13,500

Name and Address
(A)

POWERLINE DESIGNS

18476 TALISMAN ST.
HESPERIA
CA
92345

Type or Classification
(B)

SPECIALTY MERCHANDISER

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$6,590

Total Non-Itemized Transactions

$0

Total of All Transactions

$6,590

SHIRTS - LINEMAN'S RODEO

10/17/2007

$6,590

Name and Address
(A)

RIVERSIDE PUBLIC UTILITIES

3900 MAIN ST.
RIVERSIDE
CA
92522

Type or Classification
(B)

UTILITY PROVIDER

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$0

Total Non-Itemized Transactions

$6,055

Total of All Transactions

$6,055

Name and Address
(A)

SOUTHERN CALIFORNIA EDISON
600

ROSEMEAD
CA
91771-0001

Type or Classification
(B)

EMPLOYER

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$107,077

Total Non-Itemized Transactions

$4,280

Total of All Transactions

$111,357

LOST TIME REIMBURSEMENT

02/07/2007

$26,800

LOST TIME REIMBURSEMENT

05/02/2007

$26,849

LOST TIME REIMBURSEMENT

08/08/2007

$27,010

LOST TIME REIMBURSEMENT

10/31/2007

$26,418

Name and Address
(A)

STAPLES CREDIT PLAN
689020

DES MOINES
IA
50368-9020

Type or Classification
(B)

OFFICE SUPPLY COMPANY

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$0

Total Non-Itemized Transactions

$9,406

Total of All Transactions

$9,406

Name and Address
(A)

TOSHIBA BUSINESS SOLUTIONS
31001 0271

PASADENA
CA
91110

Type or Classification
(B)

EQUIPMENT LEASING COMPANY

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$0

Total Non-Itemized Transactions

$7,357

Total of All Transactions

$7,357

Name and Address
(A)

UNION PUBLISHING COMPANY

1460 N. PALM
LA HABRA
CA
90631

Type or Classification
(B)

PRINTING COMPANY

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$168,208

Total Non-Itemized Transactions

$0

Total of All Transactions

$168,208

NEWSPAPER PRINTING

01/24/2007

$13,620

NEWSPAPER PRINTING

02/20/2007

$13,736

NEWSPAPER PRINTING

04/04/2007

$13,786

NEWSPAPER PRINTING

05/02/2007

$13,788

NEWSPAPER PRINTING

05/16/2007

$13,805

NEWSPAPER PRINTING

06/27/2007

$13,812

NEWSPAPER PRINTING

07/11/2007

$13,962

NEWSPAPER PRINTING

08/22/2007

$13,984

NEWSPAPER PRINTING

09/19/2007

$14,106

NEWSPAPER PRINTING

10/31/2007

$14,560

NEWSPAPER PRINTING

12/12/2007

$14,562

NEWSPAPER PRINTING

12/27/2007

$14,487

Name and Address
(A)

VERIZON
9622

MISSION HILLS
CA
91346

Type or Classification
(B)

TELEPHONE COMPANY

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$0

Total Non-Itemized Transactions

$43,281

Total of All Transactions

$43,281

Name and Address
(A)

WESTERN LINE CONSTRUCTORS

7001 S. 900 E. #240
MIDVALE
UT
84047

Type or Classification
(B)

PRINTING COMPANY

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$6,683

Total Non-Itemized Transactions

$0

Total of All Transactions

$6,683

CALIFORNIA SAFETY MANUALS

01/10/2007

$6,683

Name and Address
(A)

WESTERN MECHANICAL, INC.

26883 RUETHER AVE
SANTA CLARITA
CA
91351

Type or Classification
(B)

AIR CONDITIONING AND HEATING COMPANY

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$0

Total Non-Itemized Transactions

$8,321

Total of All Transactions

$8,321

Name and Address
(A)

XEROX CORPORATION
7413

PASADENA
CA
91109-7413

Type or Classification
(B)

COPIER EQUIPMENT COMPANY

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$0

Total Non-Itemized Transactions

$10,988

Total of All Transactions

$10,988

Name and Address
(A)

CFEE

PIER 35, #202
SAN FRANCISCO
CA
94133

Type or Classification
(B)

INDUSTRY ASSOCIATION

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$5,000

Total Non-Itemized Transactions

$0

Total of All Transactions

$5,000

GENERAL MEMBERSHIP FEE

11/14/2007

$5,000

Name and Address
(A)

SHERATON HOTELS - OVERLAND

6100 COLLEGE BLVD.
OVERLAND PARK
KS
66211

Type or Classification
(B)

H0TEL

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$5,562

Total Non-Itemized Transactions

$4

Total of All Transactions

$5,566

LINEMANS' RODEO

11/01/2007

$5,562

 

Form LM-2 (Revised 2003)

SCHEDULE 19 - UNION ADMINISTRATION

FILE NUMBER: 024-035

 

Name and Address
(A)

ALOHA AIRLINES
30028

HONOLULU
HI
96820

Type or Classification
(B)

AIRLINES

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$0

Total Non-Itemized Transactions

$6,706

Total of All Transactions

$6,706

Name and Address
(A)

UNITED AIRLINES TRAVEL PLAN
100196

PASADENA
CA
91189-0196

Type or Classification
(B)

AIRLINE

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$0

Total Non-Itemized Transactions

$9,432

Total of All Transactions

$9,432

Name and Address
(A)

IBEW INTERNATIONAL UNION

900 SEVENTH ST. NW
WASHINGTON
DC
20001

Type or Classification
(B)

INTERNATIONAL UNION

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$5,000

Total Non-Itemized Transactions

$2,600

Total of All Transactions

$7,600

MEMBERSHIP DEVELOPMENT

09/19/2007

$5,000

Name and Address
(A)

DORAL DESERT PRINCESS

67967 VISTA CHINO
CATHEDRAL CITY
CA
92234

Type or Classification
(B)

HOTEL

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$22,042

Total Non-Itemized Transactions

$5,227

Total of All Transactions

$27,269

CSAEW BANQUET

05/08/2007

$22,042

Name and Address
(A)

HYATT HOTELS MCCORMICK

2233 S. KING DR.
CHICAGO
IL
60616

Type or Classification
(B)

HOTEL

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$0

Total Non-Itemized Transactions

$8,187

Total of All Transactions

$8,187

Name and Address
(A)

HYATT REGENCY WASHINGTON

400 NEW JERSEY AVE. NW
WASHINGTON
DC

Type or Classification
(B)

HOTEL

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$0

Total Non-Itemized Transactions

$7,794

Total of All Transactions

$7,794

Name and Address
(A)

IFEBP

18700 W. BLUEMOUND ROAD
BROOKFIELD
WI
53008

Type or Classification
(B)

EDUCATIONAL ORGANIZATION

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$0

Total Non-Itemized Transactions

$16,470

Total of All Transactions

$16,470

Name and Address
(A)

LXR LUXURY RESORTS & HOTELS
22206

LAKE BUENA VISTA
FL
32830

Type or Classification
(B)

HOTEL

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$0

Total Non-Itemized Transactions

$6,267

Total of All Transactions

$6,267

Name and Address
(A)

PALA CASINO SPA RESORT

11154 HWY 76
PALA
CA
92059

Type or Classification
(B)

HOTEL

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$67,175

Total Non-Itemized Transactions

$11,528

Total of All Transactions

$78,703

STEWARDS CONFERENCE

02/28/2007

$67,175

Name and Address
(A)

KAPUNA BEACH PRINCE HOTEL

62100 KAUNAOA DRIVE
HAMUELA
HI
96744

Type or Classification
(B)

HOTEL

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$0

Total Non-Itemized Transactions

$25,962

Total of All Transactions

$25,962

Name and Address
(A)

RUTH'S CHRIS STEAK HOUSE

500 INT'L PARKWAY, #100
HEATHROW
FL
32746

Type or Classification
(B)

RESTAURANT

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$0

Total Non-Itemized Transactions

$5,158

Total of All Transactions

$5,158

Name and Address
(A)

SOUTHWEST AIRLINES
36647 1 CR

DALLAS
TX
75235

Type or Classification
(B)

AIRLINES

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$0

Total Non-Itemized Transactions

$14,570

Total of All Transactions

$14,570

Name and Address
(A)

UNITED AIRLINES

2100 AIRPORT DR.
SIERRA VISTA
AZ

Type or Classification
(B)

AIRLINES

Purpose
(C)

Date
(D)

Amount
(E)

Total Itemized Transactions

$0

Total Non-Itemized Transactions

$7,891

Total of All Transactions

$7,891

 

Form LM-2 (Revised 2003)

SCHEDULE 20 - BENEFITS

FILE NUMBER: 024-035

 

Description
(A)

To Whom Paid
(B)

Amount
(C)

Total Benefits

$983,531

LIFE INSURANCE

PRUDENTIAL INSURANCE

$17,774

LIFE INSURANCE

STANDARD INSURANCE

$3,677

PENSION

IBEW DISTRICT NO. 9

$521,915

401(K) PLAN

PRUDENTIAL FINANCIAL SERVICES

$138,716

HEALTH AND WELFARE

RETIREES AND ACTIVE MEMBERS

$22,582

HEALTH AND WELFARE

EDISON INTERNATIONAL

$33,000

HEALTH AND WELFARE

GE FINANCIAL SERVICES

$2,822

HEALTH AND WELFARE

LINECO

$73,720

HEALTH AND WELFARE

SOUTHERN CALIFORNIA EDISON

$153,911

HEALTH AND WELFARE

GENWORTH LIFE AND HEALTH

$11,378

HEALTH AND WELFARE

VISION SERVICE PLAN

$4,036

 

Form LM-2 (Revised 2003)


69. ADDITIONAL INFORMATION SUMMARY

FILE NUMBER: 024-035





Question 10: IBEW LOCAL 47 RETIREE MEDICAL TRUST
1000 NORTH CENTRAL AVE., SUITE 400
GLENDALE, CA 91202
E.I.N. 20-3170458
TO PROVIDE RETIREE HEALTH BENEFITS.



Question 11: IBEW LOCAL 47 POLITICAL ACTION COMMITTEE FILES RECIPIENT COMMITTEE CAMPAIGN STATEMENTS WITH:

SECRETARY OF STATE- POLITICAL REFORM DIVISION
REGISTRAR OF VOTERS AND RECORDER CITY AND COUNTY OF SAN FRANCISCO
REGISTRAR - RECORDER OF LOS ANGELES COUNTY




Question 12: AN ANNUAL AUDIT OF THE FINANCIAL STATEMENTS WAS PERFORMED BY MILLER, KAPLAN, ARASE & CO., LLP CERTIFIED PUBLIC ACCOUNTANTS.
THE LOCAL UNION HAS ELECTED TO EXCLUDE THE POLITICAL ACTIVITY FORM THIS REPORT




General Information: QUESTION 21: REGULAR DUES/FEES:
UTILITY MEMBERS 1.25% OF GROSS WAGES PLUS INTERNATIONAL PER CAPITA TAX
OUTSIDE CONSTRUCTION MEMBERS - 2% OF GROSS WAGES PLUS INTERNATIONAL PER CAPITA TAX.



Schedule 13 : "A" MEMBER PAYS FULL DUES.



Schedule 13 : "BA" MEMBER PAYS FULL DUES.