LM2 Operating Engineers local 68  LMS# 003-188 (7/1/2004-6/30/2005) Last revised 08/14/2007

FORM LM-2 LABOR ORGANIZATION ANNUAL REPORT Form Approved
Office of Management and Budget
No. 1215-0188
Expires: 11-30-2006
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
003-188
2. PERIOD COVERED
From 7/1/2004
Through 12/31/2004
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
ENGINEERS, OPERATING, AFL-CIO
 
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
 		 6. DESIGNATION NBR
68
 
7. UNIT NAME (if any)

 
8. MAILING ADDRESS (Type or print in capital letters)
First Name
THOMAS
 		 Last Name
GIBLIN
 
P.O Box - Building and Room Number

 
Number and Street
11 FAIRFIELD PLACE
City
WEST CALDWELL
State
NJ		 ZIP Code + 4
07006


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: Thomas P Giblin PRESIDENT 27. SIGNED: William A Walsh TREASURER
Date: Mar 31, 2005 Contact Info:   Date: Mar 31, 2005 Contact Info:  
Form LM-2 (Revised 2003)

 
ITEMS 10 THROUGH 21 FILE NUMBER: 003-188
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? Yes
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? No
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? 08/2005
20. How many members did the labor organization have at the end of the reporting period? 5,616
21. What ar the labor organization's rates of dues and fees?
 
Rates of Dues and Fees
Dues/Fees Amount   Unit Minimum Maximum
(a) Regular Dues/Fees 1 1/4%-3%+$4 per week 0 0
(b) Working Dues/Fees none per none 0 0
(c) Initiation Fees 125-313 per n/a 125 313
(d) Transfer Fees 1 per n/a 1 1
(e) Work Permits none per none 0 0

 
Form LM-2 (Revised 2003)

 
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 003-188

 
ASSETS
 
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash   $1,295,252 $672,134
23. Accounts Receivable 1 $0 $5,135
24. Loans Receivable 2 $0 $0
25. U.S. Treasury Securities   $0 $0
26. Investments 5 $5,630,578 $6,858,371
27. Fixed Assets 6 $1,937,294 $1,714,828
28. Other Assets 7 $0 $510
29. TOTAL ASSETS   $8,863,124 $9,250,978

 
LIABILITIES
 
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable 8 $0 $47,177
31. Loans Payable 9 $0 $0
32. Mortgages Payable   $0 $0
33. Other Liabilities 10 $115,136 $2,611
34. TOTAL LIABILITIES   $115,136 $49,788
   
35. NET ASSETS $8,747,988 $9,201,190
Form LM-2 (Revised 2003)

 
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 003-188

 
CASH RECEIPTS SCH AMOUNT
36. Dues and Agency Fees   $2,961,939
37. Per Capita Tax   $0
38. Fees, Fines, Assessments, Work Permits   $45,026
39. Sale of Supplies   $0
40. Interest   $182,306
41. Dividends   $0
42. Rents   $0
43. Sale of Investments and Fixed Assets 3 $158,589
44. Loans Obtained 9 $0
45. Repayments of Loans Made 2 $0
46. On Behalf of Affiliates for Transmittal to Them   $2,944
47. From Members for Disbursement on Their Behalf   $0
48. Other Receipts 14 $10,969
49. TOTAL RECEIPTS   $3,361,773
CASH DISBURSEMENTS SCH AMOUNT
50. Representational Activities 15 $1,219,941
51. Political Activities and Lobbying 16 $6,612
52. Contributions, Gifts, and Grants 17 $169,203
53. General Overhead 18 $327,126
54. Union Administration 19 $136,990
55. Benefits 20 $542,500
56. Per Capita Tax   $298,198
57. Strike Benefits   $0
58. Fees, Fines, Assessments, etc.   $0
59. Supplies for Resale   $0
60. Purchase of Investments and Fixed Assets 4 $1,202,924
61. Loans Made 2 $0
62. Repayment of Loans Obtained 9 $0
63. To Affiliates of Funds Collected on Their Behalf   $2,415
64. On Behalf of Individual Members   $0
65. Direct Taxes   $69,047
  
66. Subtotal   $3,974,956
67. Withholding Taxes and Payroll Deductions    
  67a. Total Withheld $427,499    
  67b. Less Total Disbursed $437,434    
  67c. Total Withheld But Not Disbursed   -$9,935
68. TOTAL DISBURSEMENTS   $3,984,891
Form LM-2 (Revised 2003)

 
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 003-188

 
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 $5,135 $0 $0 $0
TOTALS (Column (B) Total will be automatically entered in Item 23, Column (B)) $5,135 $0 $0 $0
Form LM-2 (Revised 2003)

 
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 003-188

 
There was no data found for this schedule.

 
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 003-188

 
Description (if land or buildings give location)
(A) 		Cost
(B) 		Book Value
(C) 		Gross Sales Price
(D) 		Amount Received
(E)
Total of all lines $657,767 $617,233 $660,000 $658,589
AFL-CIO Housing Investment Trust $500,000 $500,000 $500,000 $500,000
Building-1 Bridge Street, Metuchen, NJ $157,767 $117,233 $160,000 $158,589
  14. Less Reinvestments $500,000
(Net Sales total will automatically entered in Item 43) 15. Net Sales $158,589
Form LM-2 (Revised 2003)

 
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 003-188

 
Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines $1,702,924 $1,702,924 $1,702,924
U. S. Government Securities $31,770 $31,770 $31,770
Corporate Debt $74,645 $74,645 $74,645
Mutual Funds $201,068 $201,068 $201,068
Common Stocks $1,114,749 $1,114,749 $1,114,749
State of Israel Bond $102,420 $102,420 $102,420
AFL-CIO Housing Investment Trust $178,272 $178,272 $178,272
  14. Less Reinvestments $500,000
(Net Purchases total will automatically entered in Item 60) 15. Net Purchases $1,202,924
Form LM-2 (Revised 2003)

 
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 003-188

 
Description
(A) 		Amount
(B)
Marketable Securities  
1. Total Cost $6,869,227
2. Total Book Value $6,858,371
3. List each marketable security which has a book value over $5000 and exceeds 5% of Line 2.   
  • AFL-CIO Housing Investment Trust
$5,343,948
Other Investments  
4. Total Cost  
5. Total Book Value  
6. List each other investment which has a book value over $5000, of Line 5.  Also list each Trust which is an investment.   
 
7. Total of Lines 2 and 5 (Total will be automatically entered in Item 26, Column(B)) $6,858,371
Form LM-2 (Revised 2003)

 
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 003-188

 
Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
1. West Caldwell, NJ $107,397   $107,397 $107,397
1. Atlantic City, NJ $82,318   $82,318 $82,318
3. West Caldwell,NJ $1,381,158 $586,829 $794,329 $794,329
3. Atlantic City, NJ $438,597 $102,087 $336,510 $336,510
5. Automobiles and Other Vehicles $346,005 $115,335 $230,670 $230,670
6. Office Furniture and Equipment $1,064,028 $900,424 $163,604 $163,604
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)) $3,419,503 $1,704,675 $1,714,828 $1,714,828
Form LM-2 (Revised 2003)

 
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 003-188

 
Description
(A) 		Book Value
(B)
Total Other Assets (Total will be automatically entered in Item 28, Column(B)) $510
Due from IUOE Local 68 Charity Fund $510
Form LM-2 (Revised 2003)

 
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 003-188

 
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 $47,177 $0 $0 $0
Total Accounts Payable (Column(B) Total will be automatically entered in Item 30, Column(D)) $47,177 $0 $0 $0
Form LM-2 (Revised 2003)

 
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 003-188

 
There was no data found for this schedule.

 
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 003-188

 
Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $2,611
Payroll Deductions $2,611
Form LM-2 (Revised 2003)

 
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 003-188

 
  (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 		Vincent   J   Giblin
Business Manager
P		 $96,807 $0 $1,132 $0 $97,939
I
Schedule 15
Representational Activities 		70 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		30 %
A
B
C 		Thomas   P   Giblin
Business Manager
N		 $66,560 $1,000 $1,668 $0 $69,228
I
Schedule 15
Representational Activities 		55 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		10 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		20 %
A
B
C 		Dennis   J   Giblin
President
N		 $44,501 $1,708 $0 $0 $46,209
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		10 %
A
B
C 		George     Morrow
Vice President
C		 $0 $2,500 $0 $0 $2,500
I
Schedule 15
Representational Activities 		% Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		100 %
A
B
C 		Robert     Masterson
Financial Secretary
C		 $91,782 $4,642 $0 $0 $96,424
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		2 % Schedule 19
Administration 		%
A
B
C 		Michael   V   Gann
Recording Secretary
C		 $74,099 $1,600 $0 $0 $75,699
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		1 % Schedule 19
Administration 		%
A
B
C 		William     Walsh
Treasurer
C		 $0 $2,400 $0 $0 $2,400
I
Schedule 15
Representational Activities 		% Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		100 %
A
B
C 		Charles     McDonald
Trustee/Asst. Business Ag
C		 $53,092 $1,600 $32 $0 $54,724
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		4 % Schedule 19
Administration 		%
A
B
C 		Carlos     Rodriquez
Conductor
C		 $0 $900 $0 $0 $900
I
Schedule 15
Representational Activities 		% Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		100 %
A
B
C 		Paul     Bulger
Guard
C		 $0 $900 $0 $0 $900
I
Schedule 15
Representational Activities 		% Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		100 %
A
B
C 		Manuel     Cuoto
Trustee
C		 $0 $800 $0 $0 $800
I
Schedule 15
Representational Activities 		% Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		100 %
A
B
C 		Richard     Slappy
Trustee
C		 $0 $1,000 $0 $0 $1,000
I
Schedule 15
Representational Activities 		% Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		100 %
A
B
C 		John     Lombardo
Auditor
C		 $0 $1,000 $0 $0 $1,000
I
Schedule 15
Representational Activities 		% Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		100 %
A
B
C 		Thomas     Beere
Executive Board
C		 $0 $800 $0 $0 $800
I
Schedule 15
Representational Activities 		% Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		100 %
A
B
C 		William     Freda
Executive Board
C		 $0 $800 $0 $0 $800
I
Schedule 15
Representational Activities 		% Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		100 %
A
B
C 		Brian     Jankowski
Executive Board
C		 $0 $500 $0 $0 $500
I
Schedule 15
Representational Activities 		% Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		100 %
A
B
C 		Gene     Munn
Executive Board
C		 $0 $800 $0 $0 $800
I
Schedule 15
Representational Activities 		% Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		100 %
A
B
C 		John     Moore
Executive Board
C		 $0 $700 $0 $0 $700
I
Schedule 15
Representational Activities 		% Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		100 %
A
B
C 		Joseph     Schaedel
Auditor
C		 $0 $1,000 $0 $0 $1,000
I
Schedule 15
Representational Activities 		% Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		100 %
A
B
C 		Kevin     McManus
Executive Board
C		 $0 $900 $0 $0 $900
I
Schedule 15
Representational Activities 		% Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		100 %
A
B
C 		Sean     O'Neill
Executive Board
N		 $0 $100 $0 $0 $100
I
Schedule 15
Representational Activities 		% Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		100 %
A
B
C 		Steven     Skirka
Executive Board
C		 $0 $1,000 $0 $0 $1,000
I
Schedule 15
Representational Activities 		% Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		100 %
A
B
C 		William     Lawlor
Executive Board
C		 $0 $900 $0 $0 $900
I
Schedule 15
Representational Activities 		% Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		100 %
Total Officer Disbursements $426,841 $27,550 $2,832 $0 $457,223
Less Deductions         $133,374
Net Disbursements         $323,849
Form LM-2 (Revised 2003)

 
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 003-188

 
  (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 		Edward   P   Boylan
Business Agent
none		 $84,290 $4,542 $112 $0 $88,944
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		1 % Schedule 19
Administration 		%
A
B
C 		John     Radcliffe
Business Agent
none		 $74,643 $600 $341 $0 $75,584
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Stephen     McGuire
Business Agent
none		 $141,344 $0 $0 $0 $141,344
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		James   J   Beirne
DIAF representative
none		 $67,944 $1,300 $364 $0 $69,608
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		1 % Schedule 19
Administration 		%
A
B
C 		Patrick   T   Gilrane
Organizer
none		 $59,246 $600 $32 $0 $59,878
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		1 % Schedule 19
Administration 		%
A
B
C 		Mary     Moriarty
Legal Counsel
none		 $79,393 $0 $0 $0 $79,393
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Robert   C   Adams
Information Systems
none		 $53,092 $0 $0 $0 $53,092
I
Schedule 15
Representational Activities 		89 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		2 % Schedule 18
General Overhead 		4 % Schedule 19
Administration 		4 %
A
B
C 		Kim     Albetta
Clerical
none		 $47,627 $0 $0 $0 $47,627
I
Schedule 15
Representational Activities 		35 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		5 % Schedule 18
General Overhead 		45 % Schedule 19
Administration 		10 %
A
B
C 		Suzanne     Corns
Clerical
none		 $25,152 $0 $0 $0 $25,152
I
Schedule 15
Representational Activities 		60 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		15 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		20 %
A
B
C 		Denise     Costanza
Clerical
none		 $18,600 $0 $0 $0 $18,600
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Eileen     Coyne
Clerical
none		 $29,335 $0 $0 $0 $29,335
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Connie     Ferrace
Bookkeeping
none		 $32,179 $0 $0 $0 $32,179
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Mary     Holland
Clerical
none		 $22,642 $0 $0 $0 $22,642
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Doris     Jones
Clerical
none		 $24,895 $0 $0 $0 $24,895
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		Salvatore     Costanza
Asst. Business Agent
none		 $56,458 $600 $61 $0 $57,119
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		1 % Schedule 19
Administration 		%
A
B
C 		Joseph   J   Donnelly
Organizer
none		 $62,156 $600 $43 $0 $62,799
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		2 % Schedule 19
Administration 		%
TOTALS RECEIVED BY EMPLOYEES MAKING LESS THAN $10000 $11,935 $0 $0 $0 $11,935
I Schedule 15
Representational Activities 		78 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		5 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		10 %
Total Employee Disbursements $890,931 $8,242 $953 $0 $900,126
Less Deductions         $294,125
Net Disbursements         $606,001
Form LM-2 (Revised 2003)

 
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 003-188

 
Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members 5,616  
Agency Fee Payers* 126  
Total Members/Fee Payers 5,742  
*Agency Fee Payers are not considered members of the labor organization.
regular members 4,943 Yes
retirees 376 Yes
40 year members 196 Yes
out of work members 101 Yes
Form LM-2 (Revised 2003)

 
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 003-188

 
SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts $0
2. Named Payer Non-itemized Receipts $0
3. All Other Receipts $10,969
4. Total Receipts $10,969
     
     
 
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements $5,000
2. Named Payee Non-itemized Disbursements $51,465
3. To Officers $6,923
4. To Employees $7,813
5. All Other Disbursements $98,002
6. Total Disbursements $169,203
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements $0
2. Named Payee Non-itemized Disbursements $0
3. To Officers $370,193
4. To Employees $846,630
5. All Other Disbursements $3,118
6. Total Disbursements $1,219,941
 
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements $65,390
2. Named Payee Non-itemized Disbursements $84,142
3. To Officers $11,797
4. To Employees $29,422
5. All Other Disbursements $136,375
6. Total Disbursements $327,126
     
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements $0
2. Named Payee Non-itemized Disbursements $0
3. To Officers $3,461
4. To Employees $3,151
5. All Other Disbursements  
6. Total Disbursement $6,612
 
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements $33,668
2. Named Payee Non-itemized Disbursements $300
3. To Officers $64,849
4. To Employees $13,111
5. All Other Disbursements $25,062
6. Total Disbursements $136,990
Form LM-2 (Revised 2003)

 
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 003-188

 
There was no data found for this schedule.

 
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 003-188

 
There was no data found for this schedule.

 
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 003-188

 
There was no data found for this schedule.

 
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 003-188

 
Name and Address
(A)
New Jersey State AFL-CIO

106 West State St.
Trenton
NJ
08608
Type or Classification
(B)
non profit labor organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $5,000
Total Non-Itemized Transactions $465
Total of All Transactions $5,465
contribution 9/29/2004 $5,000
Name and Address
(A)
Richard Stockton College of NJ
P.O.Box 195

Pomona
NJ
08240
Type or Classification
(B)
college/university
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $16,000
Total of All Transactions $16,000
Scholarship 12/31/2004 $0
Name and Address
(A)
Rutgers, The State University of NJ

620 George St.
New Brunswick
NJ
08901
Type or Classification
(B)
college/university
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $16,000
Total of All Transactions $16,000
scholarship 12/31/2004 $0
Name and Address
(A)
Seton Hall University

457 Centre St.
South Orange
NJ
07079
Type or Classification
(B)
college/university
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $7,000
Total of All Transactions $7,000
scholarship 12/31/2004 $0
Name and Address
(A)
The College of New Jersey
P.O. Box 7718

Ewing
NJ
08628
Type or Classification
(B)
college/university
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $6,000
Total of All Transactions $6,000
scholarship 9/29/2004 $0
Name and Address
(A)
University of Scranton
P.O. Box 1404

Scranton
PA
18510
Type or Classification
(B)
college/university
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $6,000
Total of All Transactions $6,000
scholarship 9/29/2004 $0
Form LM-2 (Revised 2003)

 
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 003-188

 
Name and Address
(A)
Adams Addressing Associates

39 Farinella Dr.
East Hanover
NJ
07936
Type or Classification
(B)
mail services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $8,535
Total of All Transactions $8,535
Name and Address
(A)
Concord Promotions

2000 Bloomingdale Rd.
Glendale Heights
IL
60139
Type or Classification
(B)
promotional items vendor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $7,894
Total Non-Itemized Transactions $3,752
Total of All Transactions $11,646
promotional items 09/01/2004 $7,894
Name and Address
(A)
Exxon Mobil
P.O. Box 4559

Carol Storm
IL
60197
Type or Classification
(B)
gasoline sales
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $11,706
Total of All Transactions $11,706
Name and Address
(A)
Graphics Design
P.O. Box 83

South Harwich
MA
02661
Type or Classification
(B)
printing service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $8,500
Total of All Transactions $8,500
Name and Address
(A)
Pitney Bowes Inc.
P.O. Box 856390

Louisville
KY
40285
Type or Classification
(B)
mail service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $7,676
Total of All Transactions $7,676
Name and Address
(A)
Public Service Gas & Electric
P.O. Box 14105

New Brunswick
NJ
08906
Type or Classification
(B)
gas/electric service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $8,446
Total of All Transactions $8,446
Name and Address
(A)
Staples
P.O. Box 9020

Des Moines
IA
50368
Type or Classification
(B)
office supplies vendor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $7,503
Total of All Transactions $7,503
Name and Address
(A)
Township of West Caldwell

30 Clinton Rd.
West Caldwell
NJ
07006
Type or Classification
(B)
municipality
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $7,839
Total Non-Itemized Transactions $1,236
Total of All Transactions $9,075
real estate taxes 10/15/2004 $7,839
Name and Address
(A)
Tradewind Net Access Inc.

484 Bloomfield Ave
Montclair
NJ
07042
Type or Classification
(B)
web designer
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $5,000
Total Non-Itemized Transactions $4,500
Total of All Transactions $9,500
website design 08/01/2004 $5,000
Name and Address
(A)
Verizon
P.O. Box 4833

Trenton
NJ
08650
Type or Classification
(B)
telephone service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $13,250
Total of All Transactions $13,250
Name and Address
(A)
Wasilewski & Keating

117 South Maple Ave.
Basking Ridge
NJ
07920
Type or Classification
(B)
accounting
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $10,125
Total Non-Itemized Transactions $4,025
Total of All Transactions $14,150
accounting 12/15/2004 $10,125
Name and Address
(A)
De Lage Landen
P.O. Box 41601

Philadelphia
PA
19101
Type or Classification
(B)
rental of equipment
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $5,013
Total of All Transactions $5,013
Name and Address
(A)
EMAR Group, Inc

354 Eisenhower Parkway
Livingston
NJ
07039
Type or Classification
(B)
insurance broker
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $34,532
Total Non-Itemized Transactions  
Total of All Transactions $34,532
union liability insurance 09/01/2004 $34,532
Form LM-2 (Revised 2003)

 
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 003-188

 
Name and Address
(A)
Mayfair Farms

481 Eagle Rock Ave.
West Orange
NJ
07052
Type or Classification
(B)
restaurant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $14,204
Total Non-Itemized Transactions $300
Total of All Transactions $14,504
Union meeting 11/01/2004 $14,204
Name and Address
(A)
Sheraton Bal Harbour Hotel

9701 Collins Ave
Bal Harbour
FL
33154
Type or Classification
(B)
hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $8,503
Total Non-Itemized Transactions  
Total of All Transactions $8,503
convention 12/08/2004 $8,503
Name and Address
(A)
Trump Taj Mahal Casino Resort

1000 Boardwalk at Virginia
Atlantic City
NJ
08401
Type or Classification
(B)
hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $10,961
Total Non-Itemized Transactions  
Total of All Transactions $10,961
Union meeting 12/15/2004 $10,961
Form LM-2 (Revised 2003)

 
SCHEDULE 20 - BENEFITS FILE NUMBER: 003-188

 
Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total Benefits $542,500
Pension IUOE General Pension Plan $23,971
Pension Local 68 Pension Fund $73,891
Welfare and Medical Local 68 Welfare Fund $91,403
Annuity Local 68 Annuity Fund $216,969
Pension Beneficiary $3,700
401(k) Plan Insurance company $39,859
Group Insurance Insurance companies $92,707
Form LM-2 (Revised 2003)


 
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 003-188


Question 10: Local 68 Engineers Union Welfare Fund ID# 22-1550500, Plan 501, Local 68 Engineers Union Pension Fund ID#51-0176618, Plan 001, Local 68 Engineers Union Education Fund ID# 22-6066637, Plan 501, Local 68 Engineers Union Annuity Fund ID#22-6289939, Plan 001, Local 68 Engineers Union Supplemental Unemployment Benefit Fund ID# 22-3270952, Plan 501. All the above are located at 14 Fairfield Place, West Caldwell, NJ 07006 Engineers Local 68 Annuity Fund ID# 22-2528639, Plan 001 Int'l Union of Operating Engineers 410(k) Savings Plan ID# 22-1010975 Plan 001. I.U.O.E. Local 68 Charity Fund, Inc. ID# 01-0821343, established to make contributions to other charities. The above are located at 11 Fairfield Place, West Caldwell, NJ 07006

Question 11: Local 68 Political Action Committee- files reports with NJ Election Law Enforcement Commission Int'l Union of Operating Engineers Political Action Committee-files reports with Federal Election Commission and Election Division-Dept. of State, NJ

Question 12: Outside accountant, Wasilewski & Keating, PC, Certified Public Accountants, 117 South Maple Avenue, Basking Ridge, NJ

Statement A

Cash Begin Total: Information pre-filled by DoL reflects 7/1/2002-6/30/2003, which is not the most recent reporting period.

Statement A Investments Begin Total: Information pre-filled by DoL reflects 7/1/2002-6/30/2003, which is not the most recent reporting period.

Statement A Fixed Assets Value Begin Total: Information pre-filled by DoL reflects 7/1/2002-6/30/2003, which is not the most recent reporting period.

Statement A Other Liabilities Amount Begin Total: Information pre-filled by DoL reflects 7/1/2002-6/30/2003, which is not the most recent reporting period.

Schedule 13 : Regular members pay regular membership( percentage) dues. They have full voting rights.

Schedule 13 : Retirees pay $5 per month, they have full voting rights.

Schedule 13 : 40 year members are dues exempt but are still members in good standing with full voting rights.

Schedule 13 : Out of work members pay minimum dues at $30.75 per month and have full voting rights. Period Covered Dates: 10. Local 68 Engineers Union Welfare Fund ID# 22-1550500, Plan 501, Local 68 Engineers Union Pension Fund ID#51-0176618, Plan 001, Local 68 Engineers Union Education Fund ID# 22-6066637, Plan 501, Local 68 Engineers Union Annuity Fund ID#22-6289939, Plan 001, Local 68 Engineers Union Supplemental Unemployment Benefit Fund ID# 22-3270952, Plan 501. All the above are located at 14 Fairfield Place, West Caldwell, NJ 07006 Engineers Local 68 Annuity Fund ID# 22-2528639, Plan 001 and Int'l Union of Operating Engineers 410(k) Savings Plan ID# 22-1010975 Plan 001. The above are located at 11 Fairfield Place, West Caldwell, NJ 07006 11.Local 68 Political Action Committee- files reports with NJ Election Law Enforcement Commission Int'l Union of Operating Engineers Political Action Committee-files reports with Federal Election Commission and Election Division-Dept. of State, NJ
 
 
Form LM-2 (Revised 2003)