LM-2 Proposed LM-2 Form Facsimile

4. AFFILIATION OR ORGANIZATION NAME		8. MAILING ADDRESS (Type or print in capital letters.)
		First Name	Last Name
5. DESIGNATION (Local, Lodge, etc.)	6. DESIGNATION NUMBER	P.O. Box - Building and Room Number
		Number and Street
7. UNIT NAME (if any)
		City
9. Are your organization’s records kept at its mailing address?        Yes        No  (If “No,” provide address in Item 75.)
		State	ZIP Code + 4

READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.
For Official Use Only	1. FILE NUMBER	2. PERIOD COVERED MO        DAY        YEAR From Through	3.(a) AMENDED — If this is an amended report, check here:  (b)HARDSHIP — If filing under hardship procedures check here:  (b)TERMINAL — If this is a terminal report, check here:  (c)TRUSTEESHIP—If the Labor Organization is under trusteeship,         check here:

Office of Labor-Management Standards FORM LM-2 LABOR ORGANIZATION ANNUAL REPORT

/	/		(        )        —        see instructions.)	/	/		(        )        —        see instructions.)
Date			Telephone Number		Date		Telephone Number

Form LM-2 (2020)

 

10 (a) During the reporting period did the labor organization create or participate in the  administration of a trust or other fund or organization, as defined in the instructions,  which provides benefits for members or their beneficiaries?                                                                                                                                                                                                                                                    10 (b) During the reporting period did an officer or employee paid $10,000 or more by the labor organization also receive $10,000 or more as an officer or employee of another labor organization in gross salaries, allowances, and other direct and indirect disbursements?                                                                 11(a). During the reporting period did the labor organization have a political action  committee (PAC) fund?           11(b). During the reporting period did the labor organization have a subsidiary  organization as defined in Section X of these Instructions?        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?                  12.During the reporting period did the labor organization experience and/or discover any loss or shortage  of funds or other assets? (Answer “Yes” even if there has been repayment or recovery.)          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?  14.During the reporting period did the labor organization acquire or dispose of any  assets in any manner other than by purchase or sale?          16.Were any of the labor organization’s assets pledged as security or encumbered in  any other way at the end of the reporting period?          17.Did the labor organization have any contingent liabilities at the end of the reporting  period?

18 (a) During the reporting period did the labor organization have any changes in its  constitution and bylaws, other than rates of dues and fees, or in practices/procedures  listed in the instructions?                                                                                                                     18 (b) Enter the date of the labor organization’s current Constitution and Bylaws 19 What is the date of the labor organization’s next regular election  of officers? 20 How many members did the labor organization have at the end of the reporting period? (Total from the Members Line of Schedule 15) 21.What are the labor organization’s rates of dues and fees? (Enter a minimum and  maximum if more than one rate applies for any line.)

 

Form LM-2 (2020)

ASSETS	Schedule  Number	Start of Reporting Period  (A)	End of Reporting Period  (B)
22. Cash
23. Accounts Receivable	1
24. Loans Receivable	2
25. U.S. Treasury Securities
26. Investments	7
27. Fixed Assets	8
28. Other Assets	9
29. TOTAL ASSETS

LIABILITIES	Schedule  Number	Start of Reporting Period  (C)	End of Reporting Period  (D)
30. Accounts Payable	10
31. Loans Payable	11
32. Mortgages Payable
33. Other Liabilities	12
34. TOTAL LIABILITIES

35. NET ASSETS (Item 29 Less Item 34)

 

Form LM-2 (2020)

Item CASH RECEIPTS	SCH #	AMOUNT
36. Dues and Agency Fees
37. Per Capita Tax
38. Fees, Fines, Assessments, Work Permits
39. Sale of Supplies
40. Interest
41. Dividends
42. Rents
43. Sale of Investments	3
44. Sale of Fixed Assets	4
45. Loans Obtained	11
46. Repayments of Loans Made	2
47. On Behalf of Affiliates for Transmittal to Them
48. From Members for Disbursement on Their Behalf
49. Other Receipts	16
50. TOTAL RECEIPTS

Item        CASH DISBURSEMENTS		SCH #	AMOUNT
51. Contract Administration and Negotiation		17
52. Organizing		18
53. Political Activities		19
54. Lobbying		20
55. Contributions, Gifts, and Grants		21
56. General Overhead		22
57. Union Administration		23
58. Benefits		24
59. Per Capita Tax
60. Strike Benefits
61. Fees, Fines, Assessments, etc.
62. Supplies for Resale
63. Purchase of Investments		5
64. Purchase of Fixed Assets		6
65. Loans Made		2
66. Repayment of Loans Obtained		11
67. To Affiliates of Funds Collected on Their Behalf
68. On Behalf of Individual Members
69. Direct Taxes
70. Officers		13
71. Employees		14
72. Subtotal
73. Withholding Tax and Payroll Deductions
73a. Total Withheld
73b. Less Total Disbursed
73c. Total Withheld But Not Disbursed
74. TOTAL DISBURSEMENTS (Line 70 – 71c)

 

Form LM-2 (2020)

Entity or Individual Name  (A)	Total Account  Receivable  (B)	90 - 180 Days  Past Due (C)	180+ Days  Past Due  (D)	Liquidated Account  Receivable (E)
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
25.
Total of all itemized accounts receivable
Totals from all other accounts receivable
Totals (Total of Column (B) will be automatically entered in Item 23, Column (B))

 

Form LM-2 (2020)

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		Loans  Outstanding at  End of Period  (E)
			Cash  (D)(1)	Other Than Cash  (D)(2)
1. Name:          Purpose:          Security:         Terms of Repayment:
2. Name:          Purpose:         Security:         Terms of Repayment:
3. Name:          Purpose:         Security:         Terms of Repayment:
4. Name:          Purpose:         Security:         Terms of Repayment:
Total of loans not listed above
Totals of all lines above
Totals will be automatically entered  In        …………………Item 24.………………………..Item 65…………………………Item 46…………………………..Item 75………………….….……Item 24 Column (A)        with Explanation        Column (B)

 

Name and Address of Purchaser or Financial Management Firm (A)	Description (B)	Date of Sale (C)	Cost (D)	Book Value (E)	Gross Sales Price (F)	Amount Received (G)
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
Total of all lines (D)-(G) above
			Less Reinvestments
(The total from Net			Net Sales
Sales Line will be
automatically entered
in Item 43.)

 

Name and Address of Purchaser (A)	Description (if land or buildings, give location)  (B)	Date of Sale (C)	Cost (D)	Book Value (E)	Gross Sales Price (F)	Amount Received (G)
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
Total of all lines(D)-(G) above
			Less Reinvestments
(The total from Net			Net Sales
Sales Line will be
automatically entered
in Item 44.)

 

Name and Address of Seller or Financial Management Firm (A)	Description (B)	Date of Purchase (C)	Cost (D)	Book Value (E)	Gross Sales Price (F)	Cash Paid (G)
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
Total of all lines above
			Less Reinvestments
(The total from Net			Net Sales
Sales Line will be
automatically entered
in Item 63.)

 

Name and Address of Seller (A)	Description (if land or buildings, give location)  (B)	Date of Purchase (C)	Cost (D)	Book Value (E)	Gross Sales Price (F)	Amount Received (G)
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
Total of all lines above
			Less Reinvestments
(The total from Net			Net Sales
Sales Line will be
automatically entered
in Item 64.)

 

Description  (A)	Amount  (B)
Marketable Securities
A. Total Cost
B. Total Book Value
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.
(1)
(2)
(3)
(4)
Other Investments
D. Total Cost
E. Total Book Value
F. List each other investment which has a book value over $5,000 and exceeds 5% of Line E. Also, list each subsidiary for which separate reports are attached.
(1)
(2)
(3)
(4)
(5)
G. Total of Lines B and E (Total from Line G will be automatically entered in Item 26, Column (B))

 

Description  (A)	Cost or Other Basis  (B)	Total Depreciation or  Amount Expensed  (C)	Book Value  (D)	Value  (E)
A. Land (give location)
1.
2.
3.
B. Buildings (give location)
1.
2.
3.
C. Automobiles and Other Vehicles
D. Office Furniture and Equipment
E. Other Fixed Assets
F. Totals of Lines A through E (Column (D) Total will be automatically entered in  Item 27, Column (B))

 

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Description  (A)	Book Value  (B)
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
Total (Total will be automatically entered in Item 28, Column (B))

 

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Entity or Individual Name  (A)	Total Account  Payable (B)	90 - 180 Days  Past Due (C)	180+ Days  Past Due  (D)	Liquidated Account  Payable (E)
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
25.
Total of all Itemized Accounts Payable
Total from all other accounts payable
Totals (Total for Column (B) will be automatically entered in Item 30, Column (D))

 

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 Made During Period		Loans Owed at  End of Period  (E)
			Cash  (D)(1)	Other Than Cash  (D)(2)
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
Total Loans Payable
Totals will be automatically entered in        ………………….……Item 31.………………………..Item 45…………………….……Item 66…………………………..Item 75………………………Item 31 Column (C)        with Explanation        Column (D)

 

Form LM-2 (2020)

Page <number> of 30

Description  (A)	Amount at End of Period  (B)
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
Total Other Liabilities (Total will be automatically entered in Item 33, Column (D))

 

Form LM-2 (2020)

Page <number> of 30

TOTAL OFFICER DISBURSEMENTS
LESS DEDUCTIONS
NET DISBURSEMENTS

(A)        (B)        (C) Name        Title        Status   Last, First, MI		(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
1 A
B
C

2 A
B
C

3 A
B
C

4 A
B
C

 

Form LM-2 (2020)

Page <number> of 30

TOTAL EMPLOYEE DISBURSEMENTS
LESS DEDUCTIONS
NET DISBURSEMENTS

(A)        (B)        (C) Name        Title        Other   Last, First, MI                                           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
1 A
B
C

2 A
B
C

3 A
B
C

4 A
B
C

TOTAL RECEIVED BY ALL OTHER EMPLOYEES MAKING $10,000 OR LESS

 

Form LM-2 (2020)

Page <number> of 30

Category of Membership  (A)	Number  (B)	Voter Eligibility  (C)
1.		Yes
2.		Yes
3.		Yes
4.		Yes
5.		Yes
6.		Yes
7.		Yes
Members (Total of all lines above)
Agency Fee Payers*
Total Members/Fee Payers (Total of Members and Fee Payers Lines)
*Agency Fee Payers are not considered members of the labor organization

 

Form LM-2 (2020)

Page <number> of 30

SCHEDULE 16  OTHER RECEIPTS	1. Named Payer Itemized Receipts
	2. Named Payer Non-Itemized Receipts
	3. All Other Receipts
			Item  49
	4. Total Receipts (add Lines 1 through 3)

SCHEDULE 17 CONTRACT ADMINISTRATION AND NEGOTIATION	1. Named Payee Itemized Disbursements
	2. Named Payee Non-Itemized Disbursements
	3. To Officers
	4. To Employees
	5. All Other Disbursements
			Item  51
	6. Total Disbursements (add Lines 1 through 5)

	1. Named Payee Itemized Disbursements
	2. Named Payee Non-Itemized Disbursements
SCHEDULE 19	3. To Officers
POLITICAL  ACTIVITIES
	4. To Employees
	5. All Other Disbursements
			Item  53
	6. Total Disbursements (add Lines 1 through 5)

	1. Named Payee Itemized Disbursements
	2. Named Payee Non-Itemized Disbursements
SCHEDULE 21	3. To Officers
CONTRIBUTIONS,  GIFTS, AND  GRANTS
	4. To Employees
	5. All Other Disbursements
			Item  55
	6. Total Disbursements (add Lines 1 through 5)

SCHEDULE 22 GENERAL  OVERHEAD	1. Named Payee Itemized Disbursements
	2. Named Payee Non-Itemized Disbursements
	3. To Officers
	4. To Employees
	5. All Other Disbursements
			Item  56
	6. Total Disbursements (add Lines 1 through 5)

SCHEDULE 23 UNION  ADMINISTRATION	1. Named Payee Itemized Disbursements
	2. Named Payee Non-Itemized Disbursements
	3. To Officers
	4. To Employees
	5. All Other Disbursements
			Item  57
	6. Total Disbursements (add Lines 1 through 5)

	1. Named Payee Itemized Disbursements
	2. Named Payee Non-Itemized Disbursements
SCHEDULE 18	3. To Officers
ORGANIZING
	4. To Employees
	5. All Other Disbursements
			Item  52
	6. Total Disbursements (add Lines 1 through 5)

SCHEDULE 20 LOBBYING	1. Named Payee Itemized Disbursements
	2. Named Payee Non-Itemized Disbursements
	3. To Officers
	4. To Employees
	5. All Other Disbursements
			Item  54
	6. Total Disbursements (add Lines 1 through 5)

 

Form LM-2 (2020)

Page <number> of 30

Name and Address  (A)	Purpose  (C)	Date  (D)	Amount  (E)
(B) Type or Classification
	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

 

Form LM-2 (2020)

Page <number> of 30

Name and Address  (A)	Purpose  (C)	Date  (D)	Amount  (E)
(B) Type or Classification
	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

 

Form LM-2 (2020)

Page <number> of 30

Name and Address  (A)	Purpose  (C)	Date  (D)	Amount  (E)
(B) Type or Classification
	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

 

Form LM-2 (2020)

Page <number> of 30

Name and Address  (A)	Purpose  (C)	Date  (D)	Amount  (E)
(B) Type or Classification
	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

 

Form LM-2 (2020)

Page <number> of 30

Name and Address  (A)	Purpose  (C)	Date  (D)	Amount  (E)
(B) Type or Classification
	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

 

Form LM-2 (2020)

Page <number> of 30

Name and Address  (A)	Purpose  (C)	Date  (D)	Amount  (E)
(B) Type or Classification
	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

 

Form LM-2 (2020)

Page <number> of 30

Name and Address  (A)	Purpose  (C)	Date  (D)	Amount  (E)
(B) Type or Classification
	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

 

Form LM-2 (2020)

Page <number> of 30

Name and Address  (A)	Purpose  (C)	Date  (D)	Amount  (E)
(B) Type or Classification
	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

 

Form LM-2 (2020)

Page <number> of 30

Description  (A)	To Whom Paid  (B)	Amount  (C)
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
Total of all lines above (Total will be automatically entered in Item 55.)

 

Form LM-2 (2020)

Page <number> of 30

 

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