Professional Documents
Culture Documents
Form Approved
Office of Management and Budget
No. 1245-0003
Expires: 08-31-2016
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
544-946
2. PERIOD COVERED
From
01/01/2014
Through
12/31/2014
No
No
No
6. DESIGNATION NBR
0
Last Name
Kendall
No
City
BROOKLYN
State
NY
ZIP Code + 4
11217
Each of the undersigned, duly authorized officers of the above labor organization, declares, under penalty of perjury and other applicable penalties of law, that all of the information submitted in this
report (including information contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned individual's knowledge and belief, true, correct
and complete (See Section V on penalties in the instructions.)
70. SIGNED:
Kendall Fells
PRESIDENT
71. SIGNED:
Kevin J Doyle J Doyle
TREASURER
Date:
Mar 30, 2015
Telephone Number:
702-235-6586
Date:
Mar 30, 2015
Telephone Number:
212-388-3829
Form LM-2 (Revised 2010)
ITEMS 10 THROUGH 21
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?
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?
No
No
No
No
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.)
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 a manner other than purchase or sale?
16. Were any of the labor organization's assets pledged as security or
encumbered in any 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. 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?
19. What is the date of the labor organization's next regular election of officers?
Form LM-2 (Revised 2010)
No
$500,000
No
No
No
No
ASSETS
ASSETS
22.
23.
24.
25.
26.
27.
28.
Cash
Accounts Receivable
Loans Receivable
U.S. Treasury Securities
Investments
Fixed Assets
Other Assets
Schedule
Number
LIABILITIES
30.
31.
32.
33.
34.
Accounts Payable
Loans Payable
Mortgages Payable
Other Liabilities
TOTAL LIABILITIES
$0
$0
$95,311
$278,845
1
2
5
6
7
LIABILITIES
Schedule
Number
8
9
$0
$0
$0
$0
$95,311
$278,845
10
36.
37.
38.
39.
40.
41.
42.
43.
44.
45.
46.
47.
48.
49.
CASH RECEIPTS
Dues and Agency Fees
Per Capita Tax
Fees, Fines, Assessments, Work Permits
Sale of Supplies
Interest
Dividends
Rents
Sale of Investments and Fixed Assets
Loans Obtained
Repayments of Loans Made
On Behalf of Affiliates for Transmittal to Them
From Members for Disbursement on Their Behalf
Other Receipts
TOTAL RECEIPTS
SCH
AMOUNT
3
9
2
14
$0 50.
$0 51.
$0 52.
$0 53.
$85 54.
$0 55.
$0 56.
57.
58.
59.
$0 60.
$0 61.
$3,827,854 62.
$3,827,939 63.
64.
65.
CASH DISBURSEMENTS
Representational Activities
Political Activities and Lobbying
Contributions, Gifts, and Grants
General Overhead
Union Administration
Benefits
Per Capita Tax
Strike Benefits
Fees, Fines, Assessments, etc.
Supplies for Resale
Purchase of Investments and Fixed Assets
Loans Made
Repayment of Loans Obtained
To Affiliates of Funds Collected on Their Behalf
On Behalf of Individual Members
Direct Taxes
SCH
15
16
17
18
19
20
AMOUNT
$0
$0
$0
$22,997
$3,574,408
$0
$47,000
$0
$0
4
2
9
$0
$0
$0
66. Subtotal
67. Withholding Taxes and Payroll Deductions
67a. Total Withheld
67b. Less Total Disbursed
67c. Total Withheld But Not Disbursed
68. TOTAL DISBURSEMENTS
$3,644,405
$0
$0
$3,644,405
90-180 Days
Past Due
(C)
$0
$0
$0
$0
$0
$0
$0
$0
Liquidated
Account
Receivable
(E)
180+ Days
Past Due
(D)
Loans Made
During Period
(C)
$0
Item 24
Column (A)
$0
Item 61
$0
Item 45
Loans
Outstanding at
End of Period
(E)
$0
Item 69
with Explanation
$0
Item 24
Column (B)
Cost
(B)
Book Value
(C)
$0
Amount Received
(E)
$0
$0
Less Reinvestments
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales
Form LM-2 (Revised 2010)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS
Cost
(B)
Book Value
(C)
$0
Cash Paid
(D)
$0
$0
Less Reinvestments
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases
Form LM-2 (Revised 2010)
SCHEDULE 5 - INVESTMENTS
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.
Other Investments
D. Total Cost
E. Total Book Value
F. List each other investment which has a book value over $5,000 and exceeds 5% of Line E. Also, list each subsidiary for which separate reports are
attached.
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B))
Form LM-2 (Revised 2010)
$0
A.
B.
C.
D.
Total Depreciation or
Amount Expensed
(C)
Book Value
(D)
Value
(E)
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Book Value
(B)
$0
90-180 Days
Past Due
(C)
$0
$0
$0
Liquidated
Account
Payable
(E)
$0
$0
$0
$0
$0
$0
Loans Owed at
Start of Period
(B)
Loans Obtained
During Period
(C)
$0
Item 31
Column (C)
Repayment
During Period
Cash
(D)(1)
$0
Item 44
Repayment
During Period
Other Than Cash
(D)(2)
Loans Owed at
End of Period
(E)
$0
Item 62
$0
Item 69
with Explanation
$0
Item 31
Column (D)
Description
(A)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D))
Form LM-2 (Revised 2010)
(A)
Name
(B)
Title
A
B
C
FELLS, KENDALL
PRESIDENT
C
Schedule 15
Representational Activities
A
B
C
WESTIN, JONATHAN
VICE PRESIDENT
C
Schedule 15
Representational Activities
A
B
C
DOYLE, KEVIN
SECRETARY/TREASURER
C
Schedule 15
Representational Activities
(C)
Status
(E)
Allowances
Disbursed
$0
50 %
Schedule 16
Political Activities and
Lobbying
0%
Schedule 16
Political Activities and
Lobbying
0%
Schedule 16
Political Activities and
Lobbying
0%
Schedule 17
Contributions
(G)
Other
Disbursements not reported in
(D) through (F)
$0
0%
$0
Schedule 17
Contributions
$0
0%
$0
Schedule 17
Contributions
$0
0%
(F)
Disbursements for
Official Business
Schedule 18
General Overhead
$0
0%
$0
0%
$0
Schedule 18
General Overhead
$0
0%
$0
0%
Schedule 18
General Overhead
Schedule 19
Administration
Schedule 19
Administration
$0
0%
Schedule 19
Administration
(H)
TOTAL
$0
50 %
$0
100 %
$0
100 %
$0
$0
$0
$0
$0
$0
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
$0
$0
Schedule 18
General Overhead
$0
Schedule 19
Administration
$0
$0
Net Disbursements
$0
Number
(B)
Voting Eligibility
(C)
0
0
1.
2.
3.
4.
$3,821,871
$5,983
$3,827,854
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
1.
2.
3.
4.
5.
6.
1.
2.
3.
4.
5.
6.
1.
2.
3.
4.
5.
6.
$0
$0
$0
$0
$0
$21,377
$927
$0
$0
$693
$22,997
$3,532,441
$30,208
$0
$0
$11,759
$3,574,408
Purpose
(C)
SUBSIDY
SUBSIDY
SUBSIDY
SUBSIDY
SUBSIDY
SUBSIDY
SUBSIDY
SUBSIDY
SUBSIDY
SUBSIDY
SUBSIDY
SUBSIDY
SUBSIDY
SUBSIDY
SUBSIDY
SUBSIDY
SUBSIDY
SUBSIDY
SUBSIDY
SUBSIDY
SUBSIDY
SUBSIDY
SUBSIDY
SUBSIDY
SUBSIDY
SUBSIDY
SUBSIDY
SUBSIDY
SUBSIDY
SUBSIDY
SUBSIDY
SUBSIDY
SUBSIDY
SUBSIDY
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
Date
(D)
01/03/2014
01/31/2014
01/31/2014
02/28/2014
02/28/2014
03/28/2014
03/28/2014
03/28/2014
03/28/2014
04/25/2014
04/25/2014
05/09/2014
05/30/2014
05/30/2014
06/27/2014
06/27/2014
07/11/2014
08/01/2014
08/01/2014
08/28/2014
08/28/2014
08/28/2014
09/26/2014
09/26/2014
10/17/2014
10/31/2014
10/31/2014
11/14/2014
11/21/2014
11/21/2014
11/26/2014
12/23/2014
12/23/2014
12/23/2014
Amount
(E)
$19,345
$198,649
$122,557
$183,595
$119,830
$183,595
$125,941
$7,531
$40,000
$183,595
$130,941
$6,450
$182,904
$111,941
$178,645
$107,781
$8,638
$177,099
$107,473
$211,795
$197,756
$8,500
$182,815
$104,656
$7,686
$179,635
$77,565
$6,485
$183,595
$124,996
$7,250
$186,458
$126,257
$19,912
$3,821,871
$5,983
$3,827,854
Purpose
(C)
ACCOUNTING FEES
ACCOUNTING FEES
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
Purpose
(C)
INSURANCE POLICY
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
Date
(D)
03/28/2014
07/11/2014
WASHINGTON
DC
20005
Type or Classification
(B)
Contracted Services
Name and Address
(A)
CENTER ON POLICY INITIATIVES
3727 CAMINO DEL RIO S ST100
SAN DIEGO
CA
92108
Type or Classification
(B)
NOT FOR PROFIT
$7,531
$8,638
$16,169
$16,169
Date
(D)
08/01/2014
Amount
(E)
Amount
(E)
$5,208
$5,208
$927
$6,135
Purpose
(C)
REIMBURSEMENTS
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
Purpose
(C)
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
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
Date
(D)
12/23/2014
Amount
(E)
Date
(D)
02/06/2014
03/06/2014
04/04/2014
05/02/2014
06/06/2014
07/02/2014
08/04/2014
08/29/2014
11/07/2014
11/21/2014
12/23/2014
Amount
(E)
$16,859
$16,859
$553
$17,412
$9,091
$9,091
$13,535
$13,535
$8,300
$6,904
$8,300
$8,300
$11,527
$12,300
$12,300
$113,183
$8,550
$121,733
(A)
CENTRO DE TRABAJADORES UNIDOS EN LUCHA
2511 E. FRANKLIN AVE
MINNEAPOLIS
MN
55406
Type or Classification
(B)
NOT FOR PROFIT
Purpose
(C)
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
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
Purpose
(C)
CONTRACTED SERVICES
CONTRACTED SERVICES
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
Purpose
(C)
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
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
Date
(D)
08/29/2014
10/03/2014
11/07/2014
11/21/2014
12/23/2014
Amount
(E)
Date
(D)
11/21/2014
12/23/2014
Amount
(E)
Date
(D)
02/06/2014
03/06/2014
04/04/2014
05/02/2014
06/06/2014
07/02/2014
08/04/2014
08/29/2014
10/03/2014
Amount
(E)
$6,000
$6,000
$11,715
$12,000
$12,000
$47,715
$4,064
$51,779
$7,800
$5,630
$13,430
$1,000
$14,430
$9,091
$9,091
$9,091
$14,091
$9,091
$9,091
$9,091
$31,591
$9,091
$109,319
$109,319
Purpose
(C)
CONSULTING SERVICES
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
Purpose
(C)
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
Date
(D)
03/28/2014
Amount
(E)
$40,000
$40,000
$40,000
Date
(D)
02/06/2014
03/06/2014
04/04/2014
05/02/2014
06/06/2014
07/02/2014
Amount
(E)
$14,829
$14,829
$14,829
$14,829
$10,829
$10,629
Type or Classification
(B)
NOT FOR PROFIT
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
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
Purpose
(C)
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
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
Purpose
(C)
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
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
Purpose
(C)
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
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
Purpose
(C)
CONTRACTED SERVICES
08/04/2014
08/29/2014
10/03/2014
11/07/2014
11/21/2014
12/23/2014
$10,829
$14,729
$12,829
$10,512
$13,939
$12,829
$156,441
$156,441
Date
(D)
02/06/2014
03/06/2014
04/04/2014
05/02/2014
06/06/2014
07/02/2014
08/04/2014
08/29/2014
10/03/2014
Amount
(E)
Date
(D)
02/06/2014
03/06/2014
04/04/2014
05/02/2014
06/06/2014
07/02/2014
08/04/2014
08/29/2014
10/03/2014
11/21/2014
Amount
(E)
Date
(D)
08/04/2014
08/29/2014
10/03/2014
11/07/2014
11/21/2014
12/23/2014
Amount
(E)
Date
(D)
01/08/2014
Amount
(E)
$5,455
$5,455
$5,455
$5,455
$5,455
$5,445
$5,955
$8,455
$5,955
$53,085
$8,891
$61,976
$9,091
$9,091
$9,091
$9,091
$9,091
$9,091
$9,091
$11,091
$9,091
$13,310
$97,129
$97,129
$5,200
$5,200
$5,200
$5,630
$5,630
$5,630
$32,490
$32,490
$87,649
CONTRACTED SERVICES
CONTRACTED SERVICES
01/31/2014
02/28/2014
$198,649
$183,595
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
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
Purpose
(C)
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
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
Purpose
(C)
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
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
Purpose
(C)
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
03/31/2014
04/25/2014
05/30/2014
06/27/2014
08/01/2014
08/28/2014
09/30/2014
11/03/2014
11/21/2014
$173,609
$173,609
$182,904
$178,645
$159,948
$194,644
$168,113
$171,394
$145,554
$2,018,313
$2,018,313
Date
(D)
02/06/2014
03/06/2014
04/04/2014
05/02/2014
06/06/2014
07/02/2014
08/04/2014
08/29/2014
10/03/2014
11/21/2014
12/23/2014
Amount
(E)
Date
(D)
02/06/2014
03/06/2014
04/06/2014
05/02/2014
06/06/2014
07/02/2014
08/04/2014
08/29/2014
10/03/2014
11/07/2014
11/21/2014
12/23/2014
Amount
(E)
Date
(D)
02/06/2014
03/06/2014
04/04/2014
05/02/2014
Amount
(E)
$30,455
$30,455
$30,455
$30,455
$30,455
$29,881
$30,722
$45,355
$24,455
$24,300
$24,456
$331,444
$3,464
$334,908
$15,909
$15,909
$15,909
$15,909
$22,727
$21,490
$22,727
$47,727
$25,727
$30,130
$31,727
$28,727
$294,618
$3,686
$298,304
$9,091
$9,091
$10,758
$10,758
NV
08503
Type or Classification
(B)
NOT FOR PROFIT
CONTRACTED SERVICES
CONTRACTED SERVICES
06/06/2014
07/02/2014
$15,993
$9,850
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
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
08/04/2014
08/29/2014
10/03/2014
11/07/2014
11/21/2014
12/23/2014
$10,758
$20,758
$10,758
$10,212
$10,758
$10,758
$139,543
Purpose
(C)
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
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
Purpose
(C)
CONTRACTED SERVICES
CONTRACTED SERVICES
CONTRACTED SERVICES
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
Purpose
(C)
CONSULTING SERVICES
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
$139,543
Date
(D)
02/06/2014
03/06/2014
04/04/2014
05/02/2014
$6,818
$6,818
$6,818
$6,818
$27,272
$27,272
Date
(D)
03/06/2014
04/04/2014
05/02/2014
Amount
(E)
$10,000
$10,000
$10,000
$30,000
$30,000
Date
(D)
01/02/2014
Amount
(E)
$11,600
$11,600
$11,600
SCHEDULE 20 - BENEFITS
Description
(A)
Total of all lines above (Total will be automatically entered in Item 55.)
Form LM-2 (Revised 2010)
Amount
(E)
Amount
(C)
$0