LM-2 Labor Organization Annual Report

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FORM LM-2 LABOR ORGANIZATION ANNUAL REPORT

Form Approved
Office of Management and Budget
No. 1245-0003
Expires XX-XX-XXXX

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

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.

1. FILE NUMBER

2. PERIOD COVERED
MO
DAY

3. (a) AMENDED — If this is an amended report, check here:
YEAR

From

(b) HARDSHIP — If filing under hardship procedures check here:

Through

(c) TERMINAL — If this is a terminal report, check here:
8. MAILING ADDRESS (Type or print in capital letters.)

4. AFFILIATION OR ORGANIZATION NAME

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For Official Use Only

First Name
5. DESIGNATION (Local, Lodge, etc.)

6. DESIGNATION NUMBER

Last Name

P.O. Box - Building and Room Number
Number and Street

7. UNIT NAME (if any)

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City
9. Are your organization’s records kept at its mailing address?

Yes

(If “No,” provide address in Item 69.)

No

State

ZIP Code + 4

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69. ADDITIONAL INFORMATION (Text entered will appear on last page of form. To enter comments, press the “General Additional Information” button.)

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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 the
information contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned's knowledge and belief, true, correct, and complete. (See Section VI on penalties in the
instructions.)

Telephone Number

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Date

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70. SIGNED: __________________________________________________________ PRESIDENT
(If other title,
/
/
(
)
—
see instructions.)

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Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

71. SIGNED: ____________________________________________________ TREASURER
(If other title,
/
/
(
)
—
see instructions.)
Date

Telephone Number
Page 1 of 26

d

COMPLETE ITEMS 10 THROUGH 21

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FILE NUMBER:

18. 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?
Yes
No

11(a). During the reporting period did the labor organization have a political action
committee (PAC) fund?
Yes
No

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

11(b). During the reporting period did the labor organization have a subsidiary
organization as defined in Section X of these Instructions?
Yes
No

20. How many members did the labor organization have at the end
of the reporting period? (Total from the Members Line of Schedule 13)

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
Yes
No
auditor/representative?

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.)

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10. 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?
Yes
No

Rates of Dues and Fees

Dues/Fees

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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.)
Yes
No

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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?

15. During the reporting period did the labor organization acquire or dispose of any
assets in any manner other than by purchase or sale?
Yes
No

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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?
Yes
No

Unit

(a) Regular Dues/Fees

per

(b) Working Dues/Fees

per

(c) Initiation Fees

per

(d) Transfer Fees

per

(e) Work Permits

per

Minimum

Maximum

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17. Did the labor organization have any contingent liabilities at the end of the reporting
period?
Yes
No

Amount

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If the answer to any of the above questions is “Yes,” provide details in Item 69 (Additional Information) as explained in the instructions for each item.

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Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

Page 2 of 26

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STATEMENT A – ASSETS AND LIABLITIES

ASSETS

ASSETS

Schedule
Number

22. Cash
1

24. Loans Receivable

2

Start of Reporting Period
(A)

End of Reporting Period
(B)

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23. Accounts Receivable

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FILE NUMBER:

Complete Schedules 1 Through 20 Before Completing Statement A

25. U.S. Treasury Securities
26. Investments

5

27. Fixed Assets

6

7

29. TOTAL ASSETS

30. Accounts Payable

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31. Loans Payable

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LIABILITIES

LIABILITIES

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28. Other Assets

Schedule
Number

Start of Reporting Period
(C)

End of Reporting Period
(D)

8
9

32. Mortgages Payable

10

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33. Other Liabilities

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34. TOTAL LIABILITIES

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35. NET ASSETS (Item 29 Less Item 34)

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Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

Page 3 of 26

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STATEMENT B – RECEIPTS AND DISBURSEMENTS
Item

CASH RECEIPTS

SCH #

AMOUNT

Item

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FILE NUMBER:

Complete Schedules 1 Through 20 Before Completing Statement B

CASH DISBURSEMENTS

SCH #

50. Representational Activities

15

37. Per Capita Tax

51. Political Activities and Lobbying

16

38. Fees, Fines, Assessments, Work Permits

52. Contributions, Gifts, and Grants

17

39. Sale of Supplies

53. General Overhead

18

40. Interest

54. Union Administration

19

41. Dividends

55. Benefits

20

42. Rents

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36. Dues and Agency Fees

AMOUNT

56. Per Capita Tax

43. Sale of Investments and Fixed Assets

3

44. Loans Obtained

9

45. Repayments of Loans Made

2

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46. On Behalf of Affiliates for Transmittal to Them
47. From Members for Disbursement on Their Behalf
48. Other Receipts

14

58. Fees, Fines, Assessments, etc.
59. Supplies for Resale

60. Purchase of Investments and Fixed Assets

4

61. Loans Made

2

62. Repayment of Loans Obtained

9

63. To Affiliates of Funds Collected on Their Behalf
64. On Behalf of Individual Members
65. Direct Taxes

66. Subtotal
67. Withholding Tax and Payroll Deductions
67a. Total Withheld
67b. Less Total Disbursed
67c. Total Withheld But Not Disbursed
68. TOTAL DISBURSEMENTS (Line 66 – Line 67c)

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49. TOTAL RECEIPTS

57. Strike Benefits

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Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

Page 4 of 26

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SCHEDULE 1 – ACCOUNTS RECEIVABLE AGING SCHEDULE

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FILE NUMBER:

Entity or Individual Name
(A)

Total Account
Receivable
(B)

1.
2.
3.
4.
5.

180+ Days
Past Due
(D)

Liquidated Account
Receivable
(E)

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6.

90 - 180 Days
Past Due
(C)

7.
8.
9.
10.
11.
12.

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13.
14.
15.
16.
17.

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18.
19.
20.
21.

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22.
23.
24.

Total of all itemized accounts receivable
Totals from all other accounts receivable

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25.

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

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Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

Page 5 of 26

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)

d
Loans
Outstanding at
Start of Period
(B)

Repayments Received During Period
Loans Made
During Period
(C)

1. Name: _______________________________
Purpose: _______________________________

Terms of Repayment: _____________________

2. Name: _______________________________
Purpose: _______________________________
Security: _______________________________

3. Name: _______________________________
Purpose: _______________________________

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Security: _______________________________
Terms of Repayment: _____________________

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Total of loans not listed above
Totals of all lines above

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4. Name: _______________________________

Terms of Repayment: _____________________

Other Than Cash
(D)(2)

Loans
Outstanding at
End of Period
(E)

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Terms of Repayment: _____________________

Security: _______________________________

Cash
(D)(1)

FILE NUMBER:

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Security: _______________________________

Purpose: _______________________________

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SCHEDULE 2 – LOANS RECEIVABLE

…………………Item 24.………………………..Item 61.…………………………Item 45……………………………..Item 69………………….….……Item 24
Column (A)
with Explanation
Column (B)

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Totals will be automatically entered In

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Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

Page 6 of 26

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SCHEDULE 3 – SALE OF INVESTMENTS AND FIXED ASSETS
Cost
(B)

1.
2.
3.

Book Value
(C)

Gross Sales Price
(D)

Amount Received
(E)

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4.

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

FILE NUMBER:

5.
6.

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8.
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10.
11.
12.

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-E

Total of all lines above

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Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

Less Reinvestments

(The total from Net
Sales Line will be
automatically entered
in Item 43.)

Net Sales

Page 7 of 26

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SCHEDULE 4 – PURCHASE OF INVESTMENTS AND FIXED ASSETS

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FILE NUMBER:

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

Cost
(B)

1.
2.
3.

Cash Paid
(D)

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4.

Book Value
(C)

5.
6.

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7.
8.
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10.
11.
12.

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-E

Total of all lines above

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Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

Less Reinvestments

(The total from Net
Purchases Line will be
automatically entered
in Item 60.)

Net Purchases

Page 8 of 26

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SCHEDULE 5 – INVESTMENTS

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FILE NUMBER:

Description
(A)
Marketable Securities
A. Total Cost

C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.
(1)
(2)

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(3)

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B. Total Book Value

Amount
(B)

(4)

Other Investments

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D. Total Cost
E. Total Book Value

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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)

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(3)

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(5)

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(4)

G. Total of Lines B and E (Total from Line G will be automatically entered in Item 26, Column (B))

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Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

Page 9 of 26

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SCHEDULE 6 – FIXED ASSETS

Description
(A)

Cost or Other Basis
(B)

A. Land (give location)

Total Depreciation or
Amount Expensed
(C)

Book Value
(D)

Value
(E)

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1.

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FILE NUMBER:

2.

3.

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B. Buildings (give location)

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2.

3.

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C. Automobiles and Other Vehicles

D. Office Furniture and Equipment

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E. Other Fixed Assets

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F. Totals of Lines A through E (Column (D) Total will be automatically entered in
Item 27, Column (B))

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Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

Page 10 of 26

d
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SCHEDULE 7 – OTHER ASSETS
Description
(A)

1.

2.

Book Value
(B)

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3.

FILE NUMBER:

4.

5.

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6.

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8.

9.

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10.

11.

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12.

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14.

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13.

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

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Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

Page 11 of 26

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SCHEDULE 8 – ACCOUNTS PAYABLE AGING SCHEDULE

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FILE NUMBER:

Entity or Individual Name
(A)

Total Account
Payable
(B)

1.
2.
3.
4.

6.
7.
8.
9.
10.

Liquidated Account
Payable
(E)

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11.
12.
13.
14.

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15.
16.
17.
18.

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19.
20.
21.

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22.
23.

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24.
25.

180+ Days
Past Due
(D)

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5.

90 - 180 Days
Past Due
(C)

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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))

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Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

Page 12 of 26

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SCHEDULE 9 – LOANS PAYABLE

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FILE NUMBER:

Repayment Made During Period

Loans Owed at
Start of Period
(B)

Source of Loans Payable at Any Time
During the Reporting Period
(A)

Loans Obtained
During Period
(C)

1.

Other Than Cash
(D)(2)

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2.

Cash
(D)(1)

Loans Owed at
End of Period
(E)

3.
4.
5.

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6.
7.
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9.
10.

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11.
12.

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13.

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Total Loans Payable

………………….……Item 31.………………………..Item 44 …………………….……Item 62…………………………..Item 69………………………Item 31
Column (C)
with Explanation
Column (D)

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Totals will be automatically entered in

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Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

Page 13 of 26

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SCHEDULE 10 – OTHER LIABILITIES

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FILE NUMBER:

Description
(A)

1.

2.

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3.

4.

5.

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6.

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8.

9.

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10.

11.

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12.

13.

Amount at End of Period
(B)

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

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Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

Page 14 of 26

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SCHEDULE 11 – ALL OFFICERS AND DISBURSEMENTS TO OFFICERS
(B)

Name

Title

(C)

(D)

(E)

Status

Gross Salary
Disbursements (before
any deductions)

Allowances Disbursed

Last, First, MI
1A
B
C
Schedule 15
Representational Activities

%

Schedule 16
Political Activities and Lobbying

%

Schedule 17
Contributions

Schedule 15
Representational Activities

%

Schedule 16
Political Activities and Lobbying

%

Schedule 17
Contributions

Schedule 15
Representational Activities

%

Schedule 16
Political Activities and Lobbying

%

Schedule 15
Representational Activities

%

Schedule 16
Political Activities and Lobbying

Schedule 15
Representational Activities

%

2A
B

3A
B
I

4A
B

5A

Schedule 16
Political Activities and Lobbying

(H)
TOTAL

Schedule 18
General Overhead

%

Schedule 19
Administration

%

%

Schedule 18
General Overhead

%

Schedule 19
Administration

%

%

Schedule 18
General Overhead

%

Schedule 19
Administration

%

Schedule 17
Contributions

%

Schedule 18
General Overhead

%

Schedule 19
Administration

%

%

Schedule 17
Contributions

%

Schedule 18
General Overhead

%

Schedule 19
Administration

%

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B
C

(G)

Other Disbursements
not reported in
(D) through (F)

%

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C
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Schedule 17
Contributions

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C

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%

(F)

Disbursements for
Official Business

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(A)

FILE NUMBER:

LESS DEDUCTIONS

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TOTAL OFFICER DISBURSEMENTS
NET DISBURSEMENTS

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Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

Page 15 of 26

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SCHEDULE 12 – DISBURSEMENTS TO EMPLOYEES
(B)

Name

Title

(C)

(D)

(E)

Other Payer

Gross Salary
Disbursements (before
any deductions)

Allowances Disbursed

Last, First, MI

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(A)

FILE NUMBER:

(F)

(G)

(H)

Disbursements for
Official Business

Other Disbursements
not reported in
(D) through (F)

TOTAL

1A

Schedule 15
Representational Activities

%

Schedule 16
Political Activities and Lobbying

%

Schedule 17
Contributions

Schedule 15
Representational Activities

%

Schedule 16
Political Activities and Lobbying

%

Schedule 17
Contributions

Schedule 15
Representational Activities

%

Schedule 16
Political Activities and Lobbying

Schedule 15
Representational Activities

%

Schedule 16
Political Activities and Lobbying

Schedule 15
Representational Activities

%

Schedule 16
Political Activities and Lobbying

B
C

C

4A
B

%

%

Schedule 19
Administration

%

Schedule 17
Contributions

%

Schedule 18
General Overhead

%

Schedule 19
Administration

%

%

Schedule 17
Contributions

%

Schedule 18
General Overhead

%

Schedule 19
Administration

%

%

Schedule 17
Contributions

%

Schedule 18
General Overhead

%

Schedule 19
Administration

%

%

Schedule 17
Contributions

%

Schedule 18
General Overhead

%

Schedule 19
Administration

%

%

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C

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5A
B

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C
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Schedule 19
Administration

Schedule 18
General Overhead

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B

I

%

%

3A

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Schedule 18
General Overhead

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2A

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%

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B
C

TOTAL RECEIVED BY ALL OTHER EMPLOYEES MAKING $10,000 OR LESS
Schedule 15
Representational Activities

%

Schedule 16
Political Activities and Lobbying

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LESS DEDUCTIONS

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TOTAL EMPLOYEE DISBURSEMENTS
NET DISBURSEMENTS

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Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

Page 16 of 26

d

Category of Membership
(A)

Number
(B)

FILE NUMBER:

Voter Eligibility
(C)

Yes

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SCHEDULE 13 – MEMBERSHIP STATUS

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2.

3.

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4.

5.

6.

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7.

Yes

Yes

Yes

Yes

Yes

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Members (Total of all lines above)

Yes

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Agency Fee Payers*

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Total Members/Fee Payers (Total of Members and Fee Payers Lines)

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

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Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

Page 17 of 26

d

DETAILED SUMMARY PAGE – SCHEDULES 14 THROUGH 19

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FILE NUMBER:

Complete Itemization Pages BEFORE the Detailed Summary Page

1. Named Payee Itemized Disbursements

2. Named Payer Non-Itemized Receipts

2. Named Payee Non-Itemized Disbursements
SCHEDULE 17

3. All Other Receipts

OTHER RECEIPTS

Item
48

CONTRIBUTIONS,
GIFTS, AND
GRANTS

4. To Employees

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4. Total Receipts (add Lines 1 through 3)

3. To Officers

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SCHEDULE 14

1. Named Payer Itemized Receipts

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5. All Other Disbursements
6. Total Disbursements (add Lines 1 through 5)

1. Named Payee Itemized Disbursements

1. Named Payee Itemized Disbursements

2. Named Payee Non-Itemized Disbursements

SCHEDULE 18

3. To Officers

REPRESENTATIONAL ACTIVITIES

2. Named Payee Non-Itemized Disbursements

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SCHEDULE 15

GENERAL
OVERHEAD

4. To Employees
5. All Other Disbursements

Item
50

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6. Total Disbursements (add Lines 1 through 5)

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1. Named Payee Itemized Disbursements

SCHEDULE 19
UNION
ADMINISTRATION

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5. All Other Disbursements

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6. Total Disbursements (add Lines 1 through 5)

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Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

4. To Employees
5. All Other Disbursements
6. Total Disbursements (add Lines 1 through 5)

Item
53

2. Named Payee Non-Itemized Disbursements

4. To Employees

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POLITICAL
ACTIVITIES AND
LOBBYING

3. To Officers

3. To Officers

1. Named Payee Itemized Disbursements

2. Named Payee Non-Itemized Disbursements
SCHEDULE 16

Item
52

3. To Officers
4. To Employees
5. All Other Disbursements

Item
51

6. Total Disbursements (add Lines 1 through 5)

Item
54

Page 18 of 26

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SCHEDULE 14 – OTHER RECEIPTS

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FILE NUMBER:

Complete Itemization Pages BEFORE the Detailed Summary Page
Purpose
(C)

Date
(D)

Amount
(E)

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Name and Address
(A)

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(B) Type or Classification

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Total Itemized Transactions with this Payee/Payer

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Total Non-Itemized Transactions with this Payee/Payer

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Total of All Transactions with this Payee/Payer for This Schedule

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Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

Page 19 of 26

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SCHEDULE 15 – REPRESENTATIONAL ACTIVITIES

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FILE NUMBER:

Complete Itemization Pages BEFORE the Detailed Summary Page
Purpose
(C)

Date
(D)

Amount
(E)

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Name and Address
(A)

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(B) Type or Classification

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Total Itemized Transactions with this Payee/Payer

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Total Non-Itemized Transactions with this Payee/Payer

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Total of All Transactions with this Payee/Payer for This Schedule

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Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

Page 20 of 26

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SCHEDULE 16 – POLITICAL ACTIVITIES AND LOBBYING

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FILE NUMBER:

Complete Itemization Pages BEFORE the Detailed Summary Page
Purpose
(C)

Date
(D)

Amount
(E)

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Name and Address
(A)

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(B) Type or Classification

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Total Itemized Transactions with this Payee/Payer

m

Total Non-Itemized Transactions with this Payee/Payer

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Total of All Transactions with this Payee/Payer for This Schedule

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Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

Page 21 of 26

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SCHEDULE 17 – CONTRIBUTIONS, GIFTS, AND GRANTS

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FILE NUMBER:

Complete Itemization Pages BEFORE the Detailed Summary Page
Purpose
(C)

Date
(D)

Amount
(E)

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ni
c

Fi
lin

g

R

Name and Address
(A)

-E

le
c

(B) Type or Classification

ile

Total Itemized Transactions with this Payee/Payer

m

Total Non-Itemized Transactions with this Payee/Payer

cs
i

Total of All Transactions with this Payee/Payer for This Schedule

Fa

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

Page 22 of 26

d

SCHEDULE 18 – GENERAL OVERHEAD

eq
ui
re

FILE NUMBER:

Complete Itemization Pages BEFORE the Detailed Summary Page
Purpose
(C)

Date
(D)

Amount
(E)

tro
ni
c

Fi
lin

g

R

Name and Address
(A)

-E

le
c

(B) Type or Classification

ile

Total Itemized Transactions with this Payee/Payer

m

Total Non-Itemized Transactions with this Payee/Payer

cs
i

Total of All Transactions with this Payee/Payer for This Schedule

Fa

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

Page 23 of 26

d

SCHEDULE 19 – UNION ADMINISTRATION

eq
ui
re

FILE NUMBER:

Complete Itemization Pages BEFORE the Detailed Summary Page
Purpose
(C)

Date
(D)

Amount
(E)

tro
ni
c

Fi
lin

g

R

Name and Address
(A)

-E

le
c

(B) Type or Classification

ile

Total Itemized Transactions with this Payee/Payer

m

Total Non-Itemized Transactions with this Payee/Payer

cs
i

Total of All Transactions with this Payee/Payer for This Schedule

Fa

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

Page 24 of 26

d

SCHEDULE 20 – BENEFITS

eq
ui
re

FILE NUMBER:

Description
(A)

To Whom Paid
(B)

1.
2.

R

3.
4.

g

5.

Fi
lin

6.
7.
8.
9.

tro
ni
c

10.
11.
12.
13.

le
c

14.
15.
16.

-E

17.
18.
19.

ile

20.

m

21.
22.

Amount
(C)

cs
i

Total of all lines above (Total will be automatically entered in Item 55.)

Fa

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

Page 25 of 26

d

69. ADDITIONAL INFORMATION SUMMARY

cs
i

m

ile

-E

le
c

tro
ni
c

Fi
lin

g

R

eq
ui
re

FILE NUMBER:

Fa

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

Page 26 of 26