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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: 09-11-2011
MUST BE USED BY LABOR ORGANIZATIONS WITH $250,000 OR MORE IN TOTAL ANNUAL RECEIPTS AND LABOR ORGANIZATIONS IN TRUSTEESHIP

This report is mandatory under P.L. 86-257, as amended.  Failure to comply may result in criminal prosecution, fines, or civil penalties as provided by 29 U.S.C. 439 or 440.
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.
For Official Use Only
1. FILE NUMBER
036-801
2. PERIOD COVERED
From8/1/2008
Through7/31/2009
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
OFFICE & PROFESSIONAL EMPLS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
 6. DESIGNATION NBR
30
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name
WALTER
 Last Name
ALLEN, JR.
P.O Box - Building and Room Number

Number and Street
705 WEST ARROW HWY, 2ND FL
City
CLAREMONT
State
CA		 ZIP Code + 4
91711


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:Marianne GiordanoPRESIDENT27. SIGNED:Walter C Allen Jr.TREASURER
Date:Oct 30, 2009Contact Info:Date:Oct 30, 2009Contact Info:
Form LM-2 (Revised 2003)

ITEMS 10 THROUGH 21 FILE NUMBER: 036-801
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?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?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?Yes
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?9/2011
20. How many members did the labor organization have at the end of the reporting period?4,740
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees27.30perSCALE26.0070.70
(b) Working Dues/Fees27.30perSCALE27.3070.70
(c) Initiation Fees100.00perONE TIMEN/AN/A
(d) Transfer FeesN/AperN/AN/AN/A
(e) Work Permits27.30perSCALE

Form LM-2 (Revised 2003)

STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 036-801

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $323,302$303,761
23. Accounts Receivable1$0$0
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $0$0
26. Investments5$537,904$506,035
27. Fixed Assets6$1$70,396
28. Other Assets7$7,197$15,750
29. TOTAL ASSETS $868,404$895,942

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$0$105
31. Loans Payable9$0$21,213
32. Mortgages Payable $0$0
33. Other Liabilities10$1,174$0
34. TOTAL LIABILITIES $1,174$21,318
35. NET ASSETS$867,230$874,624
Form LM-2 (Revised 2003)

STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 036-801

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $2,120,327
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $20,666
41. Dividends $0
42. Rents $0
43. Sale of Investments and Fixed Assets3$62,712
44. Loans Obtained9$43,342
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$37,482
49. TOTAL RECEIPTS $2,284,529
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$506,663
51. Political Activities and Lobbying16$0
52. Contributions, Gifts, and Grants17$65,925
53. General Overhead18$569,785
54. Union Administration19$141,247
55. Benefits20$212,302
56. Per Capita Tax $597,172
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$133,163
61. Loans Made2$0
62. Repayment of Loans Obtained9$22,129
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $0
65. Direct Taxes $55,789
  
66. Subtotal $2,304,175
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$149,764  
  67b. Less Total Disbursed$149,659  
  67c. Total Withheld But Not Disbursed $105
68. TOTAL DISBURSEMENTS $2,304,070
Form LM-2 (Revised 2003)

SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 036-801

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$0$0$0$0
TOTALS (Column (B) Total will be automatically entered in Item 23, Column (B))$0$0$0$0
Form LM-2 (Revised 2003)

SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 036-801

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 regarless of amount.
(A) 		Loans
Outstanding at
Start of Period
(B) 		Loans Made
During Period
(C) 		Cash
(D)(1) 		Other Than Cash
(D)(2) 		Loans
Outstanding at
End of Period
(E)
Total of loans not listed above$0$0$0$0$0
Total of all lines$0$0$0$0$0
Totals will be automatically entered in...Item 24
Column (A)		Item 61Item 45Item 69
with Explanation		Item 24
Column (B)
Form LM-2 (Revised 2003)

SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 036-801

Description (if land or buildings give location)
(A) 		Cost
(B) 		Book Value
(C) 		Gross Sales Price
(D) 		Amount Received
(E)
Total of all lines$62,712$50,000$62,712$62,712
MERRILL LYNCH INVESTMENTS$62,712$50,000$62,712$62,712
14. Less Reinvestments$0
(Net Sales total will automatically entered in Item 43)15. Net Sales$62,712
Form LM-2 (Revised 2003)

SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 036-801

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines$133,163$133,163$133,163
MERRILL LYNCH INVESTMENTS$89,821$89,821$89,821
AUTOMOBILES$43,342$43,342$43,342
 14. Less Reinvestments$0
(Net Purchases total will automatically entered in Item 60)15. Net Purchases$133,163
Form LM-2 (Revised 2003)

SCHEDULE 5 - INVESTMENTS FILE NUMBER: 036-801

Description
(A) 		Amount
(B)
Marketable Securities 
1. Total Cost$506,035
2. Total Book Value$506,035
3. List each marketable security which has a book value over $5000 and exceeds 5% of Line 2.  
  • MERRILL LYNCH MUTUAL FUNDS
$506,035
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)) $506,035
Form LM-2 (Revised 2003)

SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 036-801

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
1. Land (give location)$0 $0$0
3. Buildings (give location)$0$0$0$0
5. Automobiles and Other Vehicles$127,704$57,805$69,899$69,899
6. Office Furniture and Equipment$42,587$42,090$497$497
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))$170,291$99,895$70,396$70,396
Form LM-2 (Revised 2003)

SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 036-801

Description
(A) 		Book Value
(B)
Total Other Assets (Total will be automatically entered in Item 28, Column(B))$15,750
SECURITY DEPOSITS$7,614
PREPAID EXPENSES$8,136
Form LM-2 (Revised 2003)

SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 036-801

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$105$0$0$0
Total Accounts Payable (Column(B) Total will be automatically entered in Item 30, Column(D))$105$0$0$0
Form LM-2 (Revised 2003)

SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 036-801

Source of Loans Payable at Any
Time During the Reporting Period
(A) 		Loans Owed at
Start of Period
(B) 		Loans Obtained
During Period
(C) 		Repayment
During Period
Cash
(D)(1) 		Repayment
During Period
Other Than Cash
(D)(1) 		Loans Owed at
End of Period
(E)
Total Loans Payable$0$43,342$22,129$0$21,213
Totals will be automatically entered in...Item 31
Column (C)		Item 44Item 62Item 69
with Explanation		Item 31
Column (D)
GMAC AUTO LOAN 2005$0$5,245$5,245$0$0
GMAC AUTO LOAN 2007$0$6,325$3,394$0$2,931
GMAC AUTO LOAN 2006$0$5,323$5,323$0$0
GMAC AUTO LOAN 2008$0$20,000$4,944$0$15,056
GMAC AUTO LOAN 2006$0$6,449$3,223$0$3,226
Form LM-2 (Revised 2003)

SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 036-801

There was no data found for this schedule.

SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 036-801

(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 		WALTER     ALLEN, JR.
EXECUTIVE DIRECTOR/CFO
C		$146,526$0$20,142$0$166,668
I
Schedule 15
Representational Activities 		86 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		14 %
A
B
C 		MARIANNE     GIORDANO
PRESIDENT
C		$6,481$5,400$1,837$0$13,718
I
Schedule 15
Representational Activities 		65 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		25 %
A
B
C 		CATHERINE     YOUNG
VICE PRESIDENT
C		$4,362$0$2,778$0$7,140
I
Schedule 15
Representational Activities 		72 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		28 %
A
B
C 		DIANE     NUNEZ
RECORDING SECRETARY
C		$2,995$0$783$0$3,778
I
Schedule 15
Representational Activities 		79 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		21 %
A
B
C 		CARMEN     CORRAL
EXECUTIVE BOARD MEMBER
C		$2,296$0$24$0$2,320
I
Schedule 15
Representational Activities 		71 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		29 %
A
B
C 		HECTOR     PERALTA
EXECUTIVE BOARD MEMBER
C		$1,336$0$308$0$1,644
I
Schedule 15
Representational Activities 		64 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		6 % Schedule 19
Administration 		30 %
A
B
C 		LARRY     PETREA
EXECUTIVE BOARD MEMBER
C		$2,047$0$327$0$2,374
I
Schedule 15
Representational Activities 		68 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		32 %
A
B
C 		RUTH     PORCHAS
EXECUTIVE BOARD MEMBER
C		$0$0$53$0$53
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		SUSAN     SMITH
EXECUTIVE BOARD MEMBER
C		$3,433$650$1,569$0$5,652
I
Schedule 15
Representational Activities 		71 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		29 %
A
B
C 		LINDA     WINTERS
EXECUTIVE BOARD MEMBER
C		$1,166$0$0$0$1,166
I
Schedule 15
Representational Activities 		71 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		29 %
A
B
C 		ERICA     DEWAR
EXECUTIVE BOARD MEMBER
C		$1,379$0$345$0$1,724
I
Schedule 15
Representational Activities 		69 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		31 %
A
B
C 		THELMA     DOYLE
EXECUTIVE BOARD MEMBER
C		$5,644$0$2,238$0$7,882
I
Schedule 15
Representational Activities 		64 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		36 %
A
B
C 		ANNE   K   WATSON
EXECUTIVE BOARD MEMBER
C		$2,002$0$1,102$0$3,104
I
Schedule 15
Representational Activities 		69 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		31 %
Total Officer Disbursements$179,667$6,050$31,506$0$217,223
Less Deductions    $52,417
Net Disbursements    $164,806
Form LM-2 (Revised 2003)

SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 036-801

(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 		MARYELLEN     FARRELL
DIRECTOR OF FIELD SERVICE
C		$95,271$0$5,877$0$101,148
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		1 %
A
B
C 		ANNETTE     BAXTER
SENIOR BUSINESS AGENT
C		$71,635$0$2,635$0$74,270
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		LOLITA     BARABAN
BUSINESS AGENT
C		$55,077$0$2,881$0$57,958
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		MARK     BAILEY
BUSINESS AGENT
C		$50,797$0$1,579$0$52,376
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		CHARLOTTE     KILGORE
BOOKKEEPER/OFFICE MANAGER
C		$70,854$0$103$0$70,957
I
Schedule 15
Representational Activities 		2 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		98 % Schedule 19
Administration 		0 %
A
B
C 		MARIA     SERRANO
ADMINISTRATIVE ASSISTANT
C		$52,531$0$623$0$53,154
I
Schedule 15
Representational Activities 		3 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		97 % Schedule 19
Administration 		0 %
A
B
C 		MARIA     PEREZ
EXECUTIVE ASSISTANT
C		$52,071$0$4,349$0$56,420
I
Schedule 15
Representational Activities 		35 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		10 % Schedule 18
General Overhead 		48 % Schedule 19
Administration 		7 %
A
B
C 		KIMBERLY   M   TYLER
ADMINISTRATIVE ASSISTANT
C		$39,151$0$3,585$0$42,736
I
Schedule 15
Representational Activities 		1 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		99 % Schedule 19
Administration 		0 %
TOTALS RECEIVED BY EMPLOYEES MAKING LESS THAN $10000$11,765$0$1,244$0$13,009
I Schedule 15
Representational Activities 		1 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		49 % Schedule 19
Administration 		50 %
Total Employee Disbursements$499,152$0$22,876$0$522,028
Less Deductions    $97,347
Net Disbursements    $424,681
Form LM-2 (Revised 2003)

SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 036-801

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members4,740 
Agency Fee Payers*1
Total Members/Fee Payers4,741 
*Agency Fee Payers are not considered members of the labor organization.
REGULAR MEMBERS4,633Yes
RETIRED MEMBERS9Yes
WORK PERMIT MEMBERS5No
ON-CALL MEMBERS93No
Form LM-2 (Revised 2003)

DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 036-801

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$0
2. Named Payer Non-itemized Receipts$0
3. All Other Receipts$37,482
4. Total Receipts$37,482
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$21,028
2. Named Payee Non-itemized Disbursements$5,371
3. To Officers$0
4. To Employees$5,642
5. All Other Disbursements$33,884
6. Total Disbursements$65,925
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$18,169
3. To Officers$177,960
4. To Employees$308,059
5. All Other Disbursements$2,475
6. Total Disbursements$506,663
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$110,892
2. Named Payee Non-itemized Disbursements$129,298
3. To Officers$1,471
4. To Employees$196,862
5. All Other Disbursements$131,262
6. Total Disbursements$569,785
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$0
6. Total Disbursements$0
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$15,941
2. Named Payee Non-itemized Disbursements$44,566
3. To Officers$37,793
4. To Employees$11,465
5. All Other Disbursements$31,482
6. Total Disbursements$141,247
Form LM-2 (Revised 2003)

SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 036-801

There was no data found for this schedule.

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 036-801

Name and Address
(A)
WOHLNER, KAPLON, PHILLIPS, & YOUNG

15456 VENTURA BLVD, #500
SHERMAN OAKS
CA
91403
Type or Classification
(B)
LEGAL
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions$0
Total Non-Itemized Transactions$18,169
Total of All Transactions$18,169
Form LM-2 (Revised 2003)

SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 036-801

There was no data found for this schedule.

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 036-801

Name and Address
(A)
HANDLERY HOTEL

950 HOTEL CIRCLE NORTH
SAN DIEGO
CA
92108
Type or Classification
(B)
HOTEL
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions$5,270
Total Non-Itemized Transactions$0
Total of All Transactions$5,270
AWARD BANQUET CEREMONY03/26/2009$5,270
Name and Address
(A)
THE VINEYARD AT ESCONDIDO

925 SAN PASQUAL RD
ESCONDIDO
CA
92025
Type or Classification
(B)
RESTAURANT & BANQUET FACILITY
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions$5,015
Total Non-Itemized Transactions$1,600
Total of All Transactions$6,615
SCHOLARSHIP FUND GOLF TOURNAMENT05/15/2009$5,015
Name and Address
(A)
PICNIC PEOPLE

9558 CAMINO RUIZ
SAN DIEGO
CA
92126
Type or Classification
(B)
CATERING
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions$10,743
Total Non-Itemized Transactions$3,771
Total of All Transactions$14,514
MEMBERS PICNIC07/07/2009$10,743
Form LM-2 (Revised 2003)

SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 036-801

Name and Address
(A)
FARA SABZEVAR

25651 PACIFIC HILLS
MISSION VIEJO
CA
92692
Type or Classification
(B)
ACCOUNTANT
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions$0
Total Non-Itemized Transactions$13,200
Total of All Transactions$13,200
Name and Address
(A)
LAKE ROESIGER CONSULTING

2012 GRADE ROAD, STE 106
LAKE STEVENS
WA
98258
Type or Classification
(B)
COMPUTER CONSULTANT
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions$12,325
Total Non-Itemized Transactions$4,050
Total of All Transactions$16,375
INSTALL COMPUTER SYSTEM, PURCHASED PARTS PER DIEM10/14/2008$6,669
SETUP NEW SERVER & NETWORK12/04/2008$5,656
Name and Address
(A)
MWB BUSINESS SYSTEMS
41601

PHILADELPHIA
PA
19101-1601
Type or Classification
(B)
COPIER RENTAL
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions$0
Total Non-Itemized Transactions$14,115
Total of All Transactions$14,115
Name and Address
(A)
AICCO, INC
DEPT 7615

LOS ANGELES
CA
90084-9615
Type or Classification
(B)
INSURANCE PROVIDER
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions$0
Total Non-Itemized Transactions$5,644
Total of All Transactions$5,644
Name and Address
(A)
PURCHASE POWER
856042

LOUISVILLE
KY
40285-6042
Type or Classification
(B)
POSTAGE
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions$0
Total Non-Itemized Transactions$6,778
Total of All Transactions$6,778
Name and Address
(A)
VANARD LITHOGRAPHERS, INC

3220 KURTZ STREET
SAN DIEGO
CA
92110
Type or Classification
(B)
QUARTERLY PRINTING
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions$0
Total Non-Itemized Transactions$15,980
Total of All Transactions$15,980
Name and Address
(A)
WILL COPY & PRINT

1025 WEST LAUREL STREET, #1
SAN DIEGO
CA
92101
Type or Classification
(B)
PRINTING
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions$0
Total Non-Itemized Transactions$6,594
Total of All Transactions$6,594
Name and Address
(A)
FOUR AMIGOS

4607 MISSION GORGE PLACE
SAN DIEGO
CA
92120
Type or Classification
(B)
LANDLORD
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions$82,250
Total Non-Itemized Transactions$482
Total of All Transactions$82,732
LEASE PAYMENT08/01/2008$6,814
LEASE PAYMENT09/01/2008$6,814
LEASE PAYMENT10/01/2008$6,814
LEASE PAYMENT11/01/2008$6,814
LEASE PAYMENT12/01/2008$6,814
LEASE PAYMENT01/01/2009$6,814
LEASE PAYMENT02/01/2009$6,814
LEASE PAYMENT03/01/2009$6,814
LEASE PAYMENT04/01/2009$6,814
LEASE PAYMENT05/01/2009$6,814
LEASE PAYMENT06/01/2009$7,055
LEASE PAYMENT07/01/2009$7,055
Name and Address
(A)
UFCW UNION LOCAL 1428

705 WEST ARROW HWY,
CLAREMONT
CA
91711
Type or Classification
(B)
OFFICE RENT
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions$0
Total Non-Itemized Transactions$12,000
Total of All Transactions$12,000
Name and Address
(A)
UNITED FINANCIAL CASUALTY COMPANY
30108

TAMPA
FL
33630-3108
Type or Classification
(B)
INSURANCE PROVIDER
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions$8,352
Total Non-Itemized Transactions$0
Total of All Transactions$8,352
GENERAL LIABILITY INSURANCE06/10/2009$8,352
Name and Address
(A)
MCBREATY CONSTRUCTION, INC
2086

EL CAJON
CA
91761
Type or Classification
(B)
RENNOVATIONS
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions$7,965
Total Non-Itemized Transactions$500
Total of All Transactions$8,465
OFFICE IMPROVEMENTS02/13/2009$7,965
Name and Address
(A)
OFFICE DEPOT HEADQUARTERS

2200 OLD GERMANTOWN ROAD
DELRAY BEACH
FL
33445
Type or Classification
(B)
OFFICE SUPPLIES
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions$0
Total Non-Itemized Transactions$12,810
Total of All Transactions$12,810
Name and Address
(A)
VERIZON WIRELESS
9622

MISSION HILLS
CA
91346-9622
Type or Classification
(B)
TELEPHONE SERVICE PROVIDER
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions$0
Total Non-Itemized Transactions$10,981
Total of All Transactions$10,981
Name and Address
(A)
AT&T
78522

PHOENIX
AZ
85062-8522
Type or Classification
(B)
TELEPHONE SERVICE PROVIDER
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions$0
Total Non-Itemized Transactions$10,592
Total of All Transactions$10,592
Name and Address
(A)
SAN DIEGO GAS & ELECTRIC
25111

SANTA ANA
CA
92799-5111
Type or Classification
(B)
UTILITIES
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions$0
Total Non-Itemized Transactions$10,325
Total of All Transactions$10,325
Name and Address
(A)
TARGET

1000 NICOLLET MALL
MINNEAPOLIS
MN
56403
Type or Classification
(B)
OFFICE SUPPLIES & FURNITURE
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions$0
Total Non-Itemized Transactions$5,247
Total of All Transactions$5,247
Form LM-2 (Revised 2003)

SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 036-801

Name and Address
(A)
HANDLERY HOTEL

950 HOTEL CIRCLE NORTH
SAN DIEGO
CA
92108
Type or Classification
(B)
ACCOMMODATIONS
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions$5,052
Total Non-Itemized Transactions$8,026
Total of All Transactions$13,078
STEWARD TRAINING05/31/2009$5,052
Name and Address
(A)
SOUTHWEST AIRLINES
36641-1CR

DALLAS
TX
75235-1647
Type or Classification
(B)
AIRFARE: CONFERENCES & CONVENTIONS
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions$0
Total Non-Itemized Transactions$22,201
Total of All Transactions$22,201
Name and Address
(A)
MARRIOTT INTERNATIONAL HDQTRS

1 MARRIOTT DRIVE
WASHINGTON
DC
20058
Type or Classification
(B)
CONFERENCES & CONVENTIONS
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions$0
Total Non-Itemized Transactions$14,339
Total of All Transactions$14,339
Name and Address
(A)
CALIFORNIA ELECTION COMPANY
302021

ESCONDIDO
CA
92030-2021
Type or Classification
(B)
ELECTION SERVICES
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions$10,889
Total Non-Itemized Transactions 
Total of All Transactions$10,889
ELECTION SERVICES09/26/2008$10,889
Form LM-2 (Revised 2003)

SCHEDULE 20 - BENEFITS FILE NUMBER: 036-801

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total Benefits$212,302
DENTALOPEIU LOCAL 30/537 TRUST FUND$7,020
HEALTH & WELFAREWESTERN STATE PENSION$72,037
RETIREMENTOPEIU LOCAL 30/537 TRUST FUND$133,245
Form LM-2 (Revised 2003)


69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 036-801




Question 12: INDEPENDENT AUDIT PERFORMED BY: FARA SABZEVAR, CPA 25651 PACIFIC HILLS, MISSION VIEJO, CA 92692.



Schedule 13 : PER THE CONSITUTION AND BYLAWS, REGULAR MEMBERS IN GOOD STANDING HAVE FULL VOTING RIGHTS. REGULAR MEMBERS PAY FULL MEMBERSHIP.



Schedule 13 : RETIRED MEMBERS HAVE VOTING RIGHTS AND PAY A REDUCE FLAT RATE OF $5.



Schedule 13 : ON-CALL EMPLOYEES AND/OR MEMBERS ARE TEMPORARY EMPLOYEES WHO ARE ON-CALL BY THEIR EMPLOYER, KAISER. THESE EMPLOYEES AND/OR MEMBERS DO NOT PAY DUES AND THEIR FEES VARIES ACCORDING TO THEIR HOURS WORKED.



Schedule 13 : WORKING PERMIT MEMBERS ARE NEW HIRES WHO PAY THE PERMIT FEE PER MONTH, WHICH IS THE SAME AMOUNT AS THE REGULAR MEMBERSHIP DUES FEE.



Schedule 13 : WORK PERMIT MEMBERS DO NOT PAY THE INITIATION FEE, THEREFORE, THEY DO NOT HAVE VOTING RIGHTS.



Schedule 13 : ON-CALL EMPLOYEES/MEMBERS DO NOT PAY THE FULL MEMBERSHIP DUES AND INITIATION FEES, THEREFORE, THEY DO NOT HAVE VOTING RIGHTS.



Question 10:
TRUST FUNDS:
OFFICE & PROFESSIONAL EMPLOYEES LOCAL 30/537
HEALTH & WELFARE, AND PENSION TRUST FUNDS
13191 CROSSROADS PARKWAY NORTH, STE. 205
CITY OF INDUSTRY, CA 91746
PURPOSE: HEALTH & WELFARE; PENSION
FILING REQUIREMENT: FORM 5500, PLAN#501, FILED ANNUALLY WITH THE EMPLOYEE BENEFITS SECURITY ADMINISTRATION, ID#95-6047601
FILING REQUIREMENT: FORM 5500, PLAN#001, FILED ANNUALLY WITH THE EMPLOYEE BENEFITS SECURITY ADMINISTRATION, ID#95-6072309



Question 16: LOANS WERE OBTAINED TO PURCHASE NEW AUTOMOBILES, THESE LOANS ARE SECURED BY THE AUTOMOBILES PURCHASED. THE FAIR MARKET VALUE OF THE VEHICLES, AT TIME OF PURCHASE, TOTALED $127,704. AT PERIOD END, THE LOCAL HAD 3 LOANS OUTSTANDING, 2 ARE FOR A 3 YEAR TERM, ONE IS FOR A 4 YEAR TERM, .9%-4.7%. LOANS OBTAINED IN 2006, 2007, 2008 WERE NOT REFLECTED ON PRIOR YEAR'S LM2, THIS LM2 REPORTS THE PRIOR YEAR LOANS AND BEGINS WITH OUTSTANDING BALANCES AS OF THE BEGINNING OF THE PERIOD, AUGUST 1,2008. THE INITIAL ACQUISITION OF THE AUTOMOBILES WAS REPORTED ON THE PRIOR YEAR'S LM2, SCHEDULE 4 AT COST.



Form LM-2 (Revised 2003)