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DOL Form Report (Disclosure)

http://kcerds.dol-esa.gov/query/orgReport.do[5/3/2012 1:49:04 PM]

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U.S. Department of Labor Office of Labor-Management

Standards Washington, DC 20210

FORM LM-2 LABOR ORGANIZATION ANNUALREPORT Form Approved Office of Management and Budget

No. 1245-0003Expires: 10-31-2013

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

This report is manadatory under P.L. 86-257, as amended. Failure to comply may result in criminal prosecution, fines, or civil penalties as providedby 29 U.S.C. 439 or 440.

READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.

For Official UseOnly

1. FILE NUMBER 043-536

2. PERIOD COVEREDFrom 01/01/2011Through 12/31/2011

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 FOOD & COMMERCIAL WKRS

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

6. DESIGNATION NBR 8

7. UNIT NAME (if any) GOLDEN STATE

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

First Name JACQUES

Last Name LOVEALL

P.O Box - Building and Room Number SUITE 100

Number and Street 2200 PROFESSIONAL DR

City ROSEVILLE

State CA

ZIP Code + 4 956617744

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 penaltiesof law, that all of the information submitted in this report (including information contained in any accompanying documents) has been examined bythe signatory and is, to the best of the undersigned individual's knowledge and belief, true, correct and complete (See Section V on penalties in theinstructions.)

26. SIGNED: Jacques S Loveall PRESIDENT 27. SIGNED: Kirk Vogt TREASURER

Date: Apr 25, 2012 Contact Info: 916-786-0588 Date: Apr 25, 2012 Contact Info: 916-786-0588

Form LM-2 (Revised 2010)

ITEMS 10 THROUGH 21 FILE NUMBER: 043-53610. During the reporting period did the labororganization create or participate in the administration ofa trust or a fund or organization, as defined in theinstructions, which provides benefits for members orbeneficiaries?

Yes

11(a). During the reporting period did the labororganization have a political action committee (PAC)fund?

Yes

11(b). During the reporting period did the labororganization have a subsidiary organization as definedin Section X of these Instructions?

No

12. During the reporting period did the labororganization have an audit or review of its books andrecords by an outside accountant or by a parent bodyauditor/representative?

Yes

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

31,435

21. What ar the labor organization's rates of dues and fees? Rates of Dues and Fees

Dues/Fees Amount Unit Minimum Maximum

(a) RegularDues/Fees

Varies per Month $28.00 $56.50

(b) WorkingDues/Fees

N/A per N/A

(c) Initiation Fees Varies per Initiation $75.00 $510.00

(d) Transfer Fees $50.00 perBakers Union

TR F

(e) Work Permits N/A per N/A

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13. During the reporting period did the labororganization discover any loss or shortage of funds orother assets? (Answer "Yes" even if there has beenrepayment or recovery.)

No

14. What is the maximum amount recoverable under thelabor organization's fidelity bond for a loss caused byany officer, employee or agent of the labor organizationwho handled union funds?

$1,751,000

15. During the reporting period did the labororganization acquire or dispose of any assets in amanner other than purchase or sale?

Yes

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

Yes

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

Yes

18. During the reporting period did the labororganization have any changes in its constitution orbylaws, other than rates of dues and fees, or inpractices/procedures listed in the instructions?

No

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

12/2014


STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 043-536

ASSETS

ASSETSSchedule Number

Start of Reporting Period (A)

End of Reporting Period (B)

22. Cash $3,927,184 $3,065,53923. Accounts Receivable 1 $0 $0

24. Loans Receivable 2 $0

25. U.S. Treasury Securities $0 $026. Investments 5 $1,605,003 $1,721,127

27. Fixed Assets 6 $5,112,805 $6,976,337

28. Other Assets 7 $2,850 $3,850

29. TOTAL ASSETS $10,647,842 $11,766,853

LIABILITIES

LIABILITIESSchedule Number

Start of Reporting Period (A)

End of Reporting Period (B)

30. Accounts Payable 8 $0

31. Loans Payable 9 $3,242,313 $4,444,576

32. Mortgages Payable $0 $0

33. Other Liabilities 10 $64,566 $64,730

34. TOTAL LIABILITIES $3,306,879 $4,509,306

35. NET ASSETS $7,340,963 $7,257,547


STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 043-536



CASH RECEIPTS SCH AMOUNT

36. Dues and Agency Fees $20,226,32537. Per Capita Tax $038. Fees, Fines, Assessments, Work Permits $039. Sale of Supplies $47,99240. Interest $84,43941. Dividends $042. Rents $729,56243. Sale of Investments and Fixed Assets 3 $136,478

44. Loans Obtained 9 $1,365,000

45. Repayments of Loans Made 2

46. On Behalf of Affiliates for Transmittal toThem $0

47. From Members for Disbursement on TheirBehalf $0

48. Other Receipts 14 $766,978

49. TOTAL RECEIPTS $23,356,774

CASH DISBURSEMENTS SCH AMOUNT50. Representational Activities 15 $9,008,188

51. Political Activities and Lobbying 16 $426,314

52. Contributions, Gifts, and Grants 17 $207,553

53. General Overhead 18 $2,751,359

54. Union Administration 19 $504,452

55. Benefits 20 $1,889,892

56. Per Capita Tax $6,136,18057. Strike Benefits $058. Fees, Fines, Assessments, etc. $059. Supplies for Resale $060. Purchase of Investments and Fixed Assets 4 $2,395,873

61. Loans Made 2

62. Repayment of Loans Obtained 9 $162,737

63. To Affiliates of Funds Collected on TheirBehalf $0

64. On Behalf of Individual Members $065. Direct Taxes $736,035

66. Subtotal $24,218,58367. Withholding Taxes and Payroll Deductions 67a. Total Withheld $2,525,523 67b. Less Total Disbursed $2,525,359 67c. Total Withheld But Not Disbursed $16468. TOTAL DISBURSEMENTS $24,218,419


SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 043-536

Entity or Individual Name (A)

Total AccountReceivable

(B)

90-180Days

Past Due (C)

180+ Days

Past Due (D)

LiquidatedAccount

Receivable (E)

Totals from all other accounts receivable

TOTALS (Column (B) Total will be automatically entered in Item 23, Column (B)) $0 $0 $0 $0Form LM-2 (Revised 2010)

SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 043-536

List below loans to officers, employees, or memberswhich 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 ThanCash (D)(2)

Loans Outstanding at End of Period

(E)

Total of loans not listed above

Total of all lines $0 $0 $0 $0 $0

Totals will be automatically entered in...Item 24 Item 61 Item 45 Item 69 Item 24



Column (A) with Explanation Column (B)Form LM-2 (Revised 2010)

SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 043-536

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

Cost (B)

Book Value (C)

Gross Sales Price (D)

Amount Received (E)

Total of all lines $93,248 $136,478 $136,478 $136,478

COMMON STOCKS $48,813 $89,927 $89,927 $89,927

MUTUAL FUNDS $44,435 $46,551 $46,551 $46,551

14. LessReinvestments

$0

(Net Sales total will automatically entered in Item 43) 15. Net Sales $136,478Form LM-2 (Revised 2010)

SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 043-536

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

Cost (B)

Book Value (C)

Cash Paid (D)

Total of all lines $2,395,873 $2,395,873 $2,395,873

CORPORATE BONDS $199,801 $199,801 $199,801

LAND - 1930 9TH STREET, SACRAMENTO, CA $583,000 $583,000 $583,000

BUILDING - 1930 9TH STREET, SACRAMENTO, CA $1,519,734 $1,519,734 $1,519,734

BLDG IMPRVTS - 2200 PROFESSIONAL DR, ROSEVILLE, CA $89,128 $89,128 $89,128

OFFICE FURNITURE AND EQUIPMENT $4,210 $4,210 $4,210

14. Less Reinvestments $0(Net Purchases total will automatically entered in Item 60) 15. Net Purchases $2,395,873


SCHEDULE 5 - INVESTMENTS FILE NUMBER: 043-536

Description (A)

Amount (B)

Marketable Securities 1. Total Cost $1,721,127

2. Total Book Value $1,721,127

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

1738 SHARES, JOHNSON AND JOHNSON $113,978

1400 SHARES, PHILIP MORRIS INTL. INC. $109,872

1828 SHARES, PROCTOR AND GAMBLE $121,946

5656 SHARES, UTILITIES SELECT SECTOR SPDR FUND $203,503

$100,000 FV, GOLDMAN SACHS GROUP, INC. CORP BOND $102,200

Other Investments 4. Total Cost

5. Total Book Value

6. List each other investment which has a book value over $5,000 and exceeds 5% of Line 5. Also, list eachsubsidiary for which separate reports are attached.

7. Total of Lines 2 and 5 (Total will be automatically entered in Item 26, Column(B)) $1,721,127




SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 043-536

Description (A)

Cost or Other Basis (B)

Total Depreciation or

Amount Expensed (C)

Book Value (D)

Value (E)

1. 2200 PROFESSIONAL DR., ROSEVILLE, CA 95661 $1,075,480 $1,075,480 $1,075,4801. 1930 9TH STREET., SACRAMENTO, CA $583,000 $583,000 $583,0001. 3485 SHAW AVE., FRESNO, CA $100,000 $100,000 $100,0001. 2918 N. WEST AVE., FRESNO, CA $23,023 $23,023 $23,0231. 2007 YOSEMITE BLVD., MODESTO, CA $5,000 $5,000 $5,0001. 900 AIRPORT ROAD., BAKERSFIELD, CA $58,000 $58,000 $58,0001. JEFFREY STREET., BAKERSFIELD, CA $30,215 $30,215 $30,2153. 2200 PROFESSIONAL DR., ROSEVILLE, CA 95661 $5,494,903 $2,815,124 $2,679,779 $2,679,779

3. 1930 9TH STREET., SACRAMENTO, CA $1,519,734 $9,498 $1,510,236 $1,510,236

3. 3485 SHAW AVE., FRESNO, CA $1,146,826 $452,912 $693,914 $693,914

3. 2918 N. WEST AVE., FRESNO, CA $101,908 $92,839 $9,069 $9,069

3. 2007 YOSEMITE BLVD., MODESTO, CA $221,728 $199,282 $22,446 $22,446

3. 900 AIRPORT ROAD., BAKERSFIELD, CA $270,891 $162,664 $108,227 $108,227

5. Automobiles and Other Vehicles $171,395 $171,395 $0 $0

6. Office Furniture and Equipment $1,216,586 $1,138,638 $77,948 $77,948

7. Other Fixed Assets $0 $0 $0 $0

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

$12,018,689 $5,042,352 $6,976,337 $6,976,337


SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 043-536

Description (A)

Book Value (B)

Total Other Assets (Total will be automatically entered in Item 28, Column(B)) $3,850DEPOSITS $3,850


SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 043-536

Entity or Individual Name (A)

Total Account Payable

(B)

90-180 Days Past Due

(C)

180+ Days Past Due (D)

LiquidatedAccount

(E)

Total from all other accounts payable $0 $0 $0 $0

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

$0 $0 $0 $0


SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 043-536

Repayment Repayment



Source of Loans Payable at Any Time During the Reporting Period

(A)

Loans Owed at Start of Period

(B)

Loans Obtained During Period

(C)

During Period Cash (D)(1)

During Period Other Than Cash

(D)(1)

Loans Owed at End of Period

(E)

Total Loans Payable $3,242,313 $1,365,000 $162,737 $0 $4,444,576

Totals will be automatically entered in...Item 31

Column (C)Item 44 Item 62 Item 69

with ExplanationItem 31

Column (D)

FIRST BANK & TRUST $3,242,313 $0 $159,167 $0 $3,083,146

FREMONT BANK $0 $1,365,000 $3,570 $0 $1,361,430


SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 043-536

Description (A)

Amount at End of Period (B)

Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $64,730

PAYROLL LIABILITIES & OTHER WITHHOLDINGS $47,682

RENTAL SECURITY DEPOSITS $17,048


SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 043-536

(A) Name

(B) Title

(C) Status

(D) Gross Salary

Disbursements (before any deductions)

(E) Allowances Disbursed

(F) Disbursements

for OfficialBusiness

(G) Other

Disbursements notreported in (D) thru (F)

(H) TOTAL

A

B

C

Joe AmbrosiVice-PresidentP

$169,796 $8,855 $20,557 $0 $199,208

ISchedule 15 RepresentationalActivities

61 %Schedule 16 Political Activitiesand Lobbying

2 %Schedule 17 Contributions

0 %Schedule 18 General Overhead

3 %Schedule 19 Administration

34 %

A

B

C

Jim AvalosVice-PresidentP

$0 $2,775 $0 $0 $2,775






100%

A

B

C

Marlene BollingerVice-PresidentN

$0 $650 $0 $0 $650






100%

A

BAnna CalandraVice-PresidentP

$0 $1,575 $0 $0 $1,575



C






100%

A

B

C

Joseph CiottiVice-PresidentC

$129,900 $9,660 $14,638 $0 $154,198






0 %

A

B

C

Michael CrainVice-PresidentC

$85,290 $9,660 $10,704 $0 $105,654






0 %

A

B

C

Irma FrankVice-PresidentC

$0 $2,675 $0 $0 $2,675






100%

A

B

C

Mike FursmanVice-PresidentC

$156,284 $9,660 $19,231 $0 $185,175






0 %

A

B

C

Michael GarciaVice-PresidentN

$0 $1,400 $0 $0 $1,400






100%

A

B

C

Richard GlazerVice-PresidentC

$145,578 $9,660 $9,284 $0 $164,522






0 %

A

BTrevor GriffinVice-President $0 $4,475 $0 $0 $4,475



CC






100%

A

B

C

Cindy HammondVice-PresidentP

$0 $0 $0 $0 $0






100%

A

B

C

Peter JuarrosVice-PresidentP

$0 $4,175 $0 $0 $4,175






100%

A

B

C

Jacques LoveallPresidentC

$220,206 $50,000 $4,128 $0 $274,334






34 %

A

B

C

Adam LoveallVice-PresidentC

$147,754 $9,660 $1,256 $0 $158,670






12 %

A

B

C

Kathie MartinVice-PresidentC

$0 $4,475 $0 $0 $4,475






100%

A

B

C

Tim MasukoVice-PresidentC

$0 $4,314 $0 $0 $4,314






100%

AJohn Micheletti



B

C

Vice-PresidentC

$92,090 $9,660 $12,688 $0 $114,438






0 %

A

B

C

Sheryl PercellRecorderC

$141,139 $9,660 $9,233 $0 $160,032






17 %

A

B

C

Vicky PrescottVice-PresidentC

$0 $2,675 $0 $0 $2,675






100%

A

B

C

Richard SaltonVice-PresidentC

$120,900 $9,660 $15,647 $0 $146,207






0 %

A

B

C

Warren SteinkampVice-PresidentN

$0 $1,400 $0 $0 $1,400






100%

A

B

C

Paul SupatVice-PresidentC

$0 $2,300 $0 $0 $2,300






100%

A

B

C

Lori ThurnVice-PresidentC

$0 $4,475 $0 $0 $4,475






100%

A



B

C

Andrea TorresVice-PresidentC

$0 $4,475 $0 $0 $4,475






100%

A

B

C

Carlos ValenzuelaVice-PresidentC

$91,583 $9,660 $15,709 $0 $116,952






0 %

A

B

C

Kirk VogtSecretary-TreasurerC

$195,634 $30,000 $1,101 $0 $226,735






27 %

Total Officer Disbursements $1,696,154 $217,634 $134,176 $0 $2,047,964

Less Deductions $673,779Net Disbursements $1,374,185


SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 043-536

(A) Name

(B) Title

(C) Other Payer

(D) Gross Salary

Disbursements (before any deductions)

(E) AllowancesDisbursed

(F) Disbursements

for OfficialBusiness

(G) Other Disbursements

not reported in (D) thru (F)

(H) TOTAL

A

B

C

Jennifer AllenOffice TechnicianN/A

$25,849 $0 $0 $0 $25,849





100%

Schedule 19 Administration

0 %

A

B

C

Lori AllenOffice TechnicianN/A

$40,507 $0 $0 $0 $40,507






0 %

A

BMaria J ArrietaCommunity Activist $13,018 $0 $1,804 $0 $14,822



CN/A


100%

Schedule 16 Political Activitiesand Lobbying




0 %

A

B

C

Irma ArteagaChief Shop StewardN/A

$49,300 $0 $0 $0 $49,300


100%





0 %

A

B

C

Karen BatchelorOffice TechnicianN/A

$19,557 $0 $0 $0 $19,557





100%

Schedule 19 Administration

0 %

A

B

C

William M BazeCommunity ActivistN/A

$13,320 $0 $0 $0 $13,320


100%





0 %

A

B

C

Michael S BeaverCommunity ActivistN/A

$10,359 $0 $2,026 $0 $12,385


100%





0 %

A

B

C

Kim BernsOffice TechnicianN/A

$49,915 $0 $0 $0 $49,915






0 %

A

B

C

Jeff BernsUnion RepresentativeN/A

$89,990 $9,660 $12,880 $0 $112,530






0 %

AMark Berns



B

C

Comm &Tech CoordinN/A

$95,596 $9,660 $9,041 $0 $114,297






32 %

A

B

C

Steven BodineUnion RepresentativeN/A

$85,283 $9,660 $8,864 $0 $103,807






0 %

A

B

C

Macrina BolanosOffice TechnicianN/A

$35,032 $0 $0 $0 $35,032






0 %

A

B

C

Leslie BouchardExecutive AssistantN/A

$86,851 $9,660 $9,181 $0 $105,692






34 %

A

B

C

Eric BrandonUnion RepresentativeN/A

$88,383 $9,660 $12,760 $0 $110,803






0 %

A

B

C

Stephanie BrownMbrship Enrollment ClerkN/A

$30,987 $2,400 $6,133 $0 $39,520






0 %

A

B

C

Patricia BrownUnion RepresentativeN/A

$82,165 $9,660 $7,770 $0 $99,595






0 %

A



B

C

Kimberly CarltonAdministrative AssistantN/A

$61,754 $0 $139 $0 $61,893






27 %

A

B

C

Patricia ChiaraUnion RepresentativeN/A

$85,290 $9,660 $6,362 $0 $101,312






0 %

A

B

C

Christine ClintonOffice TechnicianN/A

$18,808 $0 $285 $0 $19,093






0 %

A

B

C

Arturo CobianUnion RepresentativeN/A

$85,690 $9,660 $6,443 $0 $101,793






0 %

A

B

C

Richard CraneStrategic Programs CordN/A

$104,800 $9,660 $7,121 $0 $121,581






0 %

A

B

C

Katrina CrespilloOffice TechnicianN/A

$41,366 $0 $0 $0 $41,366






0 %

A

B

C

Linda CrespilloAdministrative AssistantN/A

$89,956 $0 $0 $0 $89,956






0 %



A

B

C

Tracy N CusterCommunity ActivistN/A

$13,206 $0 $0 $0 $13,206


100%





0 %

A

B

C

Cheri L DandeneauCommunity ActivistN/A

$20,672 $0 $4,439 $0 $25,111


100%





0 %

A

B

C

Ana Bela De SilveiraOffice TechnicianN/A

$37,377 $0 $717 $0 $38,094






0 %

A

B

C

Michele Del ParamoAccounting AssistantN/A

$47,330 $0 $0 $0 $47,330






4 %

A

B

C

Edward C DunningCommunity ActivistN/A

$12,308 $0 $0 $0 $12,308


100%





0 %

A

B

C

Diane EspinozaOffice TechnicianN/A

$43,260 $0 $136 $0 $43,396






0 %

A

B

C

Cody EvansCommunity ActivistN/A

$10,952 $0 $3,349 $0 $14,301


100%





0 %



A

B

C

Darin FergusonUnion RepresentativeN/A

$88,380 $9,660 $7,768 $0 $105,808






0 %

A

B

C

Douglas FlemingUnion RepresentativeN/A

$75,535 $9,660 $8,058 $0 $93,253






0 %

A

B

C

Margie FossiHuman ResourcesN/A

$85,890 $0 $78 $0 $85,968






0 %

A

B

C

Veronica FosterAdministrative AssistantN/A

$46,194 $0 $580 $0 $46,774






0 %

A

B

C

Jeff R FryCommunity ActivistN/A

$25,812 $0 $0 $0 $25,812


100%





0 %

A

B

C

Michael GentryUnion RepresentativeN/A

$91,000 $9,660 $11,485 $0 $112,145






0 %

A

B

C

Derek GlazerMbrshp Enrollment ClerkN/A

$30,867 $2,400 $6,797 $0 $40,064

ISchedule 15 Representational 91 %

Schedule 16 Political Activities 0 %

Schedule 17 Contributions



0 %



Activities and Lobbying

A

B

C

Jessica GollingUnion RepresentativeN/A

$64,835 $9,660 $9,269 $0 $83,764






0 %

A

B

C

Josie GomezOffice TechnicianN/A

$45,010 $0 $876 $0 $45,886






0 %

A

B

C

Juan GonzalezCommunity ActivistN/A

$22,999 $0 $0 $0 $22,999


100%





0 %

A

B

C

Felicia GutierrezAdministrative AssistantN/A

$46,077 $0 $0 $0 $46,077






34 %

A

B

C

Elissa HardyMbrshp Enrollment ClerkN/A

$33,574 $2,400 $5,438 $0 $41,412






0 %

A

B

C

John HeiseRegional CoordinatorN/A

$129,900 $9,660 $15,756 $0 $155,316






1 %

A

B

C

Eric R HenkelCommunity ActivistN/A

$37,828 $0 $11,794 $0 $49,622

Schedule 15 100

Schedule 16 Schedule 17 Schedule 18 Schedule 19



I RepresentationalActivities

%Political Activitiesand Lobbying

0 %Contributions

0 %General Overhead

0 %Administration

0 %

A

B

C

Corinne HigleyAdministrative AssistantN/A

$54,930 $0 $737 $0 $55,667






0 %

A

B

C

Alicia HuetterOffice TechnicianN/A

$40,416 $0 $0 $0 $40,416






0 %

A

B

C

Jerry HunsuckerStrategic Programs RepN/A

$104,600 $9,660 $18,356 $0 $132,616






0 %

A

B

C

Richard JacksonCommunity ActivistN/A

$14,148 $0 $0 $0 $14,148


100%





0 %

A

B

C

John JohantgenUnion RepresentativeN/A

$86,840 $9,660 $7,712 $0 $104,212






0 %

A

B

C

Mark W JohnstonCommunity ActivistN/A

$10,328 $0 $3,159 $0 $13,487


100%





0 %

A

B

C

James A KellCommunity ActivistN/A

$26,170 $0 $195 $0 $26,365




100%





0 %

A

B

C

Sajid KhanCommunity ActivistN/A

$10,524 $0 $1,381 $0 $11,905


100%





0 %

A

B

C

Terri KiehlmeierRegional CoordinatorN/A

$105,400 $9,660 $9,311 $0 $124,371






0 %

A

B

C

Yolanda KimOffice TechnicianN/A

$34,342 $0 $0 $0 $34,342






0 %

A

B

C

Mattew KristoffMbrshp Enrollment ClerkN/A

$30,987 $2,400 $8,097 $0 $41,484






0 %

A

B

C

Raymond KristoffRegional CoordinatorN/A

$129,900 $9,660 $12,222 $0 $151,782






0 %

A

B

C

Paul LowneyUnion RepresentativeN/A

$85,283 $9,660 $13,176 $0 $108,119






0 %

A

B

C

Martin LugoUnion RepresentativeN/A

$91,590 $9,660 $9,076 $0 $110,326








0 %

A

B

C

Gilberto LunaUnion RepresentativeN/A

$85,290 $9,660 $7,232 $0 $102,182






0 %

A

B

C

Salvador MadrigalUnion RepresentativeN/A

$85,825 $9,660 $13,216 $0 $108,701






0 %

A

B

C

John MasonUnion RepresentativeN/A

$69,525 $9,660 $17,594 $0 $96,779






0 %

A

B

C

Kelly S McCrackenCommunity ActivistN/A

$7,242 $0 $3,913 $0 $11,155


100%





0 %

A

B

C

Irma MendezOffice TechnicianN/A

$40,142 $0 $133 $0 $40,275






0 %

A

B

C

Maria MichelOffice AssistantN/A

$34,149 $0 $0 $0 $34,149






0 %

A

BSandra MitchellOffice TechnicianN/A

$39,373 $0 $44 $0 $39,417



C






0 %

A

B

C

Bobbie MooreUnion RepresentativeN/A

$76,510 $9,660 $6,189 $0 $92,359






0 %

A

B

C

Michael M MurphyCommunity ActivistN/A

$12,715 $0 $2,001 $0 $14,716


100%





0 %

A

B

C

Claudia OntiverosAccounting ManagerN/A

$63,666 $0 $1,665 $0 $65,331






4 %

A

B

C

Charis PasleyOffice TechnicianN/A

$42,601 $1,500 $451 $0 $44,552






0 %

A

B

C

Thomas Pate IIUnion RepresentativeN/A

$108,911 $9,660 $8,281 $0 $126,852






0 %

A

B

C

Shelly RallsMbrshp Data CoordinatorN/A

$80,523 $0 $283 $0 $80,806






0 %

A

BShelly RamontUnion Representative $62,376 $0 $0 $0 $62,376



CN/A






0 %

A

B

C

Anthony RamosCommunity ActivistN/A

$28,134 $0 $0 $0 $28,134


100%





0 %

A

B

C

Donna RauchAdministrative AssistantN/A

$64,004 $0 $523 $0 $64,527






12 %

A

B

C

Elizabeth RiviniusUnion RepresentativeN/A

$75,040 $9,660 $7,495 $0 $92,195






0 %

A

B

C

Sandra SamovilleAdministrative AssistantN/A

$52,689 $0 $6,627 $0 $59,316






0 %

A

B

C

Cynthia SarmentoUnion RepresentativeN/A

$88,790 $9,660 $5,248 $0 $103,698






0 %

A

B

C

Lee SchreiterIndustry Relations RepN/A

$60,260 $7,245 $4,643 $0 $72,148






0 %

AConnie Slusser



B

C

Office TechnicianN/A

$41,373 $0 $23 $0 $41,396






0 %

A

B

C

Bret SlusserRegional CoordinatorN/A

$111,858 $10,860 $15,482 $0 $138,200






0 %

A

B

C

Cindy SmithAdministrative AssistantN/A

$52,596 $0 $889 $0 $53,485






0 %

A

B

C

Derek SteeleUnion RepresentativeN/A

$85,933 $9,660 $5,592 $0 $101,185






0 %

A

B

C

Warren F SteinkampCommunity ActivistN/A

$31,859 $0 $10,471 $0 $42,330


100%





0 %

A

B

C

Paul SupatUnion RepresentativeN/A

$89,990 $9,660 $8,773 $0 $108,423






0 %

A

B

C

Roxanne SwaseyMbrshp Enrollment ClerkN/A

$19,626 $1,542 $4,887 $0 $26,055






0 %

A



B

C

Balbir TawanaChief Shop StewardN/A

$49,300 $0 $136 $0 $49,436






0 %

A

B

C

Scott TaylorUnion RepresentativeN/A

$66,625 $10,860 $14,499 $0 $91,984






0 %

A

B

C

Lori C ThrunCommunity ActivistN/A

$12,236 $0 $2,899 $0 $15,135


100%





0 %

A

B

C

Nichole TrujilloSpecial Projects OrgN/A

$35,873 $0 $4,317 $0 $40,190






0 %

A

B

C

Stephen TrujilloUnion RepresentativeN/A

$91,990 $9,660 $8,426 $0 $110,076






0 %

A

B

C

Jay TrumbullUnion RepresentativeN/A

$88,383 $9,660 $9,622 $0 $107,665






0 %

A

B

C

Mathew ValenzuelaCommunity ActivistN/A

$21,650 $0 $0 $0 $21,650


100%





0 %



A

B

C

Fatima ValenzuelaUnion RepresentativeN/A

$86,833 $9,660 $11,320 $0 $107,813






0 %

A

B

C

Michelle M ValerioOffice TechnicianN/A

$12,108 $0 $0 $0 $12,108






0 %

A

B

C

Christopher WallaceMbrshp Enrollment ClerkN/A

$18,826 $1,600 $4,304 $0 $24,730






0 %

A

B

C

Sharond M WandickCommunity ActivistN/A

$12,836 $0 $0 $0 $12,836


100%





0 %

A

B

C

Wendell G WhiteCommunity ActivistN/A

$13,252 $0 $0 $0 $13,252


100%





0 %

A

B

C

Loel YerionUnion RepresentativeN/A

$76,900 $10,860 $8,215 $0 $95,975






0 %

A

B

C

Guadalupe ZepedaUnion RepresentativeN/A

$85,290 $9,660 $7,711 $0 $102,661






0 %



TOTALS RECEIVED BY EMPLOYEES MAKINGLESS THAN $10000

$198,777 $200 $7,639 $0 $206,616

ISchedule 15 Representational Activities

99%

Schedule 16 Political Activities and Lobbying




Total Employee Disbursements $5,620,119 $373,047 $471,514 $0 $6,464,680

Less Deductions $1,851,744Net Disbursements $4,612,936


SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 043-536

Category of Membership (A)

Number (B)

Voting Eligibility (C)

Members 31,435 Agency Fee Payers* 34

Total Members/Fee Payers 31,469 *Agency Fee Payers are not considered members of the labor organization.

ACTIVE MEMBERS 31,403 Yes

ASSOCIATE MEMBERS 14 No

LIFE MEMBERS 18 No


DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 043-536

SCHEDULE 14 OTHER RECEIPTS1. Named Payer Itemized Receipts $617,225

2. Named Payer Non-itemized Receipts $99,675

3. All Other Receipts $50,078

4. Total Receipts $766,978

SCHEDULE 17 CONTRIBUTIONS, GIFTS & GRANTS1. Named Payee Itemized Disbursements $40,050

2. Named Payee Non-itemized Disbursements $11,000

3. To Officers $24,196

4. To Employees $18,906

5. All Other Disbursements $113,401

6. Total Disbursements $207,553

SCHEDULE 15 REPRESENTATIONAL ACTIVITIES1. Named Payee Itemized Disbursements $1,478,024


3. To Officers $1,400,598

4. To Employees $5,428,902


6. Total Disbursements $9,008,188

SCHEDULE 18 GENERAL OVERHEAD1. Named Payee Itemized Disbursements $700,207





6. Total Disbursements $2,751,359

SCHEDULE 16 POLITICAL ACTIVITIES AND LOBBYING1. Named Payee Itemized Disbursements $202,555





6. Total Disbursement $426,314

SCHEDULE 19 UNION ADMINISTRATION1. Named Payee Itemized Disbursements $0





6. Total Disbursements $504,452Form LM-2 (Revised 2010)



SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 043-536

Name and Address (A)

AMERICAN INCOME LIFE

4071 Port Chicago HighwayConcordCA94520

Type or Classification (B)

Insurance Agency

Purpose (C)

Date (D)

Amount (E)

Total Itemized Transactions $10,000

Total Non-Itemized Transactions $0

Total of All Transactions $10,000

Reimbursement for ins. benefits mailing 02/02/2011 $10,000


CALIFORNIA SRAM ANTITRUST

500 WASH AVE S STE 4000MINNEAPOLISMN55415


Governmental Agency

Purpose (C)

Date (D)

Amount (E)




Settlement Claim 12/15/2011 $5,000


METRO PRINT & MAIL SOLUTIONS

4251 GATEWAY PARK BLVDSACRAMENTOCA95834


Mailing Service Provider

Purpose (C)

Date (D)

Amount (E)




Refund for claim on mailing 12/28/2011 $10,000


SACRAMENTO CLC

2840 EL CENTRO RD STE 111SACRAMENTOCA95833


Labor Council

Purpose (C)

Date (D)

Amount (E)


Total Non-Itemized Transactions $4,706


Reimbursement check from lawsuit 10/25/2011 $25,000


SO CAL UFCW & FOOD EJBFA6010

CYPRESS

Purpose (C)

Date (D)

Amount (E)

Food & pension admin expenses reimbursed 01/25/2011 $11,085





CA90630


Trust Fund













STATE OF CALIFORNIA942857

SACRAMENTOCA94285


Governmental Agency

Purpose (C)

Date (D)

Amount (E)

Total Itemized Transactions




UFCW & EMPLOYERS BENEFIT TRUST

1277 TREAT BOULEVARDWALNUT CREEKCA94597


Trust Fund

Purpose (C)

Date (D)

Amount (E)





UFCW EMPLOYERS BENEFIT PLANS O



Trust Fund

Purpose (C)

Date (D)

Amount (E)




Admin expenses reimbursed 01/25/2011 $16,275















UFCW INTERNATIONAL UNION

1775 K STREET NWWASHINGTONDC20006


International Union

Purpose (C)

Date (D)

Amount (E)




SPUR program expenses reimbursed 01/07/2011 $17,781












UFCW NORTHERN CALIFORNIA



Trust Fund

Purpose (C)

Date (D)

Amount (E)





UNITED STATES TREASURY

OGDENUT84201


Governmental Agency

Purpose (C)

Date (D)

Amount (E)




Form 990T refund 01/07/2011 $10,000


SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 043-536


ADVANCED LABOR LEADERSHIP

9580 OAK AVE PKWY STE 7180FOLSOMCA95630


Purpose (C)

Date (D)

Amount (E)






Outside consultant


AMERICAN PACIFIC PROMOTIONS

2013 PIN OAK PLACEDANVILLECA94506


Retail sales

Purpose (C)

Date (D)

Amount (E)




Shop steward convention 04/11/2011 $8,403

Promotional items, membership goodwill 03/22/2011 $5,884

"Your bread and butter" campaign 12/13/2011 $5,138


AMERICAS BEST VALUE INN84

TAHOE CITYCA96145


Hotel

Purpose (C)

Date (D)

Amount (E)





ART & LOGIC, INC.

2 NORTH LAKE AVE STE 1050PASADENACA91101


IT Development Company

Purpose (C)

Date (D)

Amount (E)





BLEIWEISS COMMUNICATIONS INC8160

CALABASASCA91372-8160


Outside consultant

Purpose (C)

Date (D)

Amount (E)

Voice of action 01/06/2011 $28,647

Brochures english and spanish 01/06/2011 $8,291

"Schedule Vacation" postcards 01/26/2011 $7,140

Walmart project 02/04/2011 $10,000



"Sick Day" postcards 03/04/2011 $6,625

Voice of action "Contract Extension" 03/28/2011 $7,413

Voice of action "Winter 2011" 04/01/2011 $23,385

Shop steward convention 04/01/2011 $11,244



Voice of action, Early spring 2011 05/16/2011 $36,007

"Weingarten Rights" postcards 05/16/2011 $6,464

Voice of action, Late spring 2011 05/31/2011 $14,276









Voice of action 08/15/2011 $15,804


Southern California negotiations update 09/15/2011 $5,335

Communications services 10/03/2011 $8,652

Your bread and butter campaign 10/03/2011 $6,008

Voice of action 10/05/2011 $6,346

Promotional items for "Your bread and butter" org 10/31/2011 $9,300

Strike and negotiations update 10/31/2011 $8,350



Your bread and butter campaign materials 11/30/2011 $8,884




CARROLL & SCULLY INC

300 MONTGOMERY ST #735SAN FRANCISCOCA94104


Law firm

Purpose (C)

Date (D)

Amount (E)




Research grievance and arbitration issues 12/13/2011 $5,032


DAVIS, COWELL & BOWE

595 MARKET ST STE 1400SAN FRANCISCOCA94105-2821


Law firm

Purpose (C)

Date (D)

Amount (E)





















FUNCTION CONSULTANTS

15115 SEGURIDAD DRIVERANCHO MURIETACA95683


Seminar, meeting, & event coordinator

Purpose (C)

Date (D)

Amount (E)




Shop stewards convention 03/24/2011 $10,000



Negotiation conference 06/29/2011 $7,000

Southern California negotiations 06/29/2011 $6,854



GOLDEN EAGLE CHARTER, INC.

4133 WEST ALAMOS AVEFRESNOCA93722


Transportation company

Purpose (C)

Date (D)

Amount (E)




Ground transportion, stewards seminar 03/07/2011 $5,040


HILTON GARDEN INN

3625 MARRIOT DRIVEBAKERSFIELDCA93308


Hotel

Purpose (C)

Date (D)

Amount (E)

Total Itemized Transactions $0




HOLIDAY INN EXPRESS

636 NORTH MAIN STREETBISHOPCA93514


Hotel

Purpose (C)

Date (D)

Amount (E)





JOHN H COHENOUR

2255 WATT AVE #335SACRAMENTOCA95825-0508

Purpose (C)

Date (D)

Amount (E)









Attorney at law






Research grievance and arbitratio issues 08/02/2011 $7,308





MASTAGNI, HOLSTEDT & AMICK

1912 I STREETSACRAMENTOCA95811


Law firm

Purpose (C)

Date (D)

Amount (E)





METRO PRINT AND MAIL SOLUTIONS

4251 GATEWAY PARK BLVDSACRAMENTOCA95834



Purpose (C)

Date (D)

Amount (E)





NORTH VALLEY LABOR FEDERATION

115 N SUTTER ST STE 201STOCKTONCA95202


Labor federation

Purpose (C)

Date (D)

Amount (E)




Affiliates meetings 03/17/2011 $5,000


ORCHID SUITES

130 N SUNRISE AVEROSEVILLECA95661


Purpose (C)

Date (D)

Amount (E)






Hotel


PACIFIC STANDARD PRINT

2629 5TH STREETSACRAMENTOCA95818



Purpose (C)

Date (D)

Amount (E)




Voice of action mailer 12/21/2011 $6,697


PICCADILLY INN9412

FRESNOCA93792-9412


Hotel

Purpose (C)

Date (D)

Amount (E)





POLITICALCALLING.COM

712 5TH ST STE EDAVISCA95616


Telecommunications

Purpose (C)

Date (D)

Amount (E)





PREMIER BENEFITS SOLUTIONS

8300 POLO CROSSE AVE #103SACRAMENTOCA95829


Benefits consultants & administrators

Purpose (C)

Date (D)

Amount (E)

Membership benefits development andadministration

01/22/2011 $46,200


02/22/2011 $46,200


03/22/2011 $46,200


04/22/2011 $46,200


05/22/2011 $46,200


06/22/2011 $46,200


07/22/2011 $46,200


08/22/2011 $46,200







09/22/2011 $46,200


10/22/2011 $46,200


11/22/2011 $46,200


12/22/2011 $46,200


PRINTED SOLUTIONS

2777 ALVARADO STREETSAN LEANDROCA94577


Printing company

Purpose (C)

Date (D)

Amount (E)




Contract covers english and spanish 05/17/2011 $19,588


SHERATON SONOMA COUNTY

745 BAYWOOD DRIVEPETALUMACA94954


Hotel

Purpose (C)

Date (D)

Amount (E)





SPENCER A SILVA

2302 GOLD CIRCLE #2302ROCKLINCA95765


Independent contractor

Purpose (C)

Date (D)

Amount (E)





THE SEGAL CO. (WESTERN STATES)4070CHURCH STREET STATIONNEW YORKNY10261

Type or Classification

Purpose (C)

Date (D)

Amount (E)






(B)

Outside consultant


TRANSCARD, LLC

4080 JENKINS ROAD STE 100CHATTANOOGATN37421


Member benefit service provider

Purpose (C)

Date (D)

Amount (E)




UGN card production 01/25/2011 $34,062

UGN card kits 08/16/2011 $17,500

UGN card kits 12/15/2011 $17,500


TREVOR SHANKLIN

2858 SCREECH OWL WAYSACRAMENTOCA95834


Independent contractor

Purpose (C)

Date (D)

Amount (E)





U.S. POST MASTER7836BUSINESS MAIL ENTRY UNITSAN FRANCISCOCA94120-7836


Goverrment agency

Purpose (C)

Date (D)

Amount (E)





U.S. POSTAL SERVICE

1860 SIERRA GARDENS DRROSEVILLECA95661


Government agency

Purpose (C)

Date (D)

Amount (E)




Voice of action, Spring 2011 05/05/2011 $6,927

Postage for Voice of action, Winter 2011 03/18/2011 $6,659

Voice of action 08/04/2011 $6,640

Voice of action, Late Spring 2011 05/24/2011 $6,340


UFCW INTERNATIONAL UNION

1775 K ST NWWASHINGTONDC

Purpose (C)

Date (D)

Amount (E)


Global solidarity program 08/24/2011 $6,300



20006


International Union




UGN PREMIER BENEFIT CARD

2200 PROFESSIONAL DR #270ROSEVILLECA95661


Benefits consultants and administrators

Purpose (C)

Date (D)

Amount (E)




Stewards convention 03/31/2011 $19,500


SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 043-536


BLEIWEISS COMMUNICATIONS INC8160

CALABASASCA91372-8160


Outside consultant

Purpose (C)

Date (D)

Amount (E)





UFCW GOLDEN STATE PAC

2200 PROFESSIONAL DR #100ROSEVILLECA95661


Political action committee

Purpose (C)

Date (D)

Amount (E)




Political Donation 09/02/2011 $11,197








WORKING PARTNERSHIPS USA

2102 Almaden Rd Ste 107SAN JOSECA95125

Type or Classification

Purpose (C)

Date (D)

Amount (E)




Assessment of maps for political redistricting of 10/27/2011 $6,000



(B)

Social change organization


SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 043-536


BLUEGREEN ALLIANCE FOUNDATION

2828 UNIVERSATY AVE STE#200MINNEAPOLISMN55414


Non-Profit organization

Purpose (C)

Date (D)

Amount (E)


Total Non-Itemized Transactions


Charity event 08/18/2011 $10,000


INSTITUTO LABORAL AWARDS DINNE

2947 16TH STREETSAN FRANCISCOCA94103


Non-Profit organization

Purpose (C)

Date (D)

Amount (E)




The Instituto Laboral Award Dinner 01/26/2011 $5,000


LOVEALL FOUNDATION

4120 DOUGLAS BLVD #306-256GRANITE BAYCA95746-5936


Charity

Purpose (C)

Date (D)

Amount (E)




The Challenge 2011, charity event 09/12/2011 $5,000


OPEN FIELD FOUNDATION

6250 N RIVER ROAD STE 1000ROSEMONTIL60018


Charity

Purpose (C)

Date (D)

Amount (E)





Purpose Date Amount



SACRAMENTO CENTRAL LABOR

2840 EL CENTRO RD STE 111SACRAMENTOCA95833


Labor council

(C) (D) (E)




Donation to support SAC CLC Labor Day picnic 10/19/2011 $6,550

Salute to Labor Awards Dinner 10/20/2011 $13,500


SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 043-536


12 AND K STREET MALL PARTNERS

1020 12TH STREET STE 301SACRAMENTOCA95814


Lessor

Purpose (C)

Date (D)

Amount (E)





AIRCOM MECHANICAL

340 S MILPITAS BLMILPITASCA95035


HVAC service company

Purpose (C)

Date (D)

Amount (E)





ARTHUR BAUM FAMILY TRUST

1355 N DUTTON AVENUESANTA ROSACA95401


Lessor

Purpose (C)

Date (D)

Amount (E)





AT&T78522

PHOENIXAZ85062-8522

Purpose (C)

Date (D)

Amount (E)






Telecom company



ATTAWAY TO PAINT

7627 PRINCE STCITRUS HEIGHTSCA95610


Painting contractor

Purpose (C)

Date (D)

Amount (E)




Office painting 01/25/2011 $5,000

Office painting 03/01/2011 $6,935


BANNER ENTERPRISES, INC

398 COLGAN AVENUESANTA ROSACA95402


HVAC service company

Purpose (C)

Date (D)

Amount (E)



Total of All

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