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U.S. Department of Labor
Office of Labor-Management Standards
Washington, DC 20210
FORM LM-3 LABOR ORGANIZATION ANNUAL REPORT
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FOR USE ONLY BY LABOR ORGANIZATIONS WITH LESS THAN $250,000 IN TOTAL ANNUAL RECEIPTS
Form Approved
Office of Management and Budget
No. 1245-0003
Expires XX-XX-XXXX
This report is mandatory under P.L. 86-257, as amended. Failure to comply may result in criminal prosecution, fines, or civil penalties as provided by 29 U.S.C. 439 or 440.
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.
1. FILE NUMBER
Fro
2. PERIOD COVERED
MO
DAY
From
3. (a) AMENDED — If this is an amended report, check here:
YEAR
(b) HARDSHIP — If filing under hardship procedures, check here:
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For Official Use Only
Through
(c) TERMINAL — If this is a terminal report, check here:
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8. MAILING ADDRESS (Type or print in capital letters.)
IMPORTANT
First Name
Last Name
If the label information is correct, leave Items 4 through 8 blank.
P.O. Box Building and Room Number (if any)
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Peel off the address label from the back of the package
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If any of the label information is incorrect, complete Items 4 through 8.
Number and Street
4. AFFILIATION OR ORGANIZATION NAME
5. DESIGNATION (Local, Lodge, etc.)
6. DESIGNATION NUMBER
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7. UNIT NAME (if any)
City
State
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9. Are your organization’s records kept at its mailing address?
Yes
(If “No,” provide address in Item 56.)
ZIP Code + 4
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56. ADDITIONAL INFORMATION
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Item Number
Each of the undersigned, duly authorized officers of the above labor organization, declares, under penalty of perjury and other applicable penalties of law, that all of the information submitted in this report (including the information
contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned's knowledge and belief, true, correct, and complete. (See Section VI on penalties in the instructions.)
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57. SIGNED: __________________________________________________________ PRESIDENT
(If other title,
/
/
(
)
—
see instructions.)
Date
Telephone Number
Form LM-3 (Revised 2016)
3-1
58. SIGNED: ____________________________________________________ TREASURER
(If other title,
/
/
(
)
—
see instructions.)
Date
Telephone Number
Page 1 of 4
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During the Reporting Period Did Your Organization:
Yes
No
10. Have a “subsidiary organization” as defined in
Section X of the instructions? .............................................
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12. Have a political action committee (PAC) fund? ..................
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21. During the reporting period, did your
organization have any changes in its
Yes
constitution and bylaws (other than
rates of dues and fees) or in practices/
procedures listed in the instructions? ........................
(If the constitution and bylaws have changed,
attach two new dated copies. If practices/
procedures have changed, see the instructions.)
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13. Acquire or dispose of any goods or property in
any manner other than by purchase or sale? .....................
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16. Have any officer who was paid $10,000 or more
by your organization and also received $10,000 or
more as an officer or employee of another labor
organization or of an employee benefit plan? .....................
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(If the answer to any of the above questions is “Yes,” provide details
in Item 56 on page 1 as explained in the instructions for each item.)
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23. What are your organization’s rates of
dues and fees?
(Enter a minimum and maximum if more
than one rate applies for any line.)
Dues/Fees
18. Have loans totaling more than $250 to any officer,
employee, or member, or make any loans to a
business enterprise? ..........................................................
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YEAR
Rates of Dues and Fees
17. Pay any employee salary, allowances, and other
expenses which, together with any payments
from affiliates, totaled more than $10,000? ........................
Form LM-3 (Revised 2016)
MO
No
22. What is the date of your organization’s
next regular election of officers?
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15. Discover any loss or shortage of funds or
other property? ...................................................................
(Answer “Yes” even if there has been repayment
or recovery.)
19. How many members did your
organization have at the end of the
reporting period?
20. What is the maximum amount
recoverable under your organization’s
fidelity bond for a loss caused by
any officer or employee of your
$
organization?
11. Create or participate in the administration of a
trust or other fund or organization, as defined
in the instructions, which provides benefits for
members or their beneficiaries? .........................................
14. Have an audit or review of its books and records
by an outside accountant or by a parent body
auditor/representative?.......................................................
—
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FILE NUMBER:
3-2
Amount
Unit
(a) Regular Dues/Fees
$
per
(b) Initiation Fees
$
per
(c) Transfer Fees
$
per
(d) Work Permits
$
per
Page 2 of 4
Minimum
Maximum
(B) Title
(List all persons who held office during the reporting period even if
they received no salary or other disbursements. Use all capital letters.)
(Enter title of officer, such as PRESIDENT or TREASURER.)
Last Name
Status
(C)*
First Name
Gross Salary
(before taxes and
other deductions)
(D)
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Title
Status
MI
First Name
2.
Status
Last Name
First Name
MI
3.
Title
Status
First Name
4.
Title
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Last Name
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Title
Total
(F)
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Last Name
Allowances
and Other
Disbursements
(E)
—
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1.
FILE NUMBER:
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(A) Name
Enter Amounts in Dollars Only — Do Not Enter Cents
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24. ALL OFFICERS AND DISBURSEMENTS
TO OFFICERS
Status
Last Name
First Name
5.
Status
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Title
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First Name
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Last Name
6.
Title
Status
First Name
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Last Name
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7.
Title
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Status
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8. Totals from additional pages (if any)
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9. Totals of Lines 1 through 8
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10. Less Deductions
Enter the total from Line 11 in .............................................................................................. Item 45 11. Net Disbursements
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*Code for Status (C): past officer — P; continuing officer — C; new officer during the reporting period — N.
Form LM-3 (Revised 2016)
3–3
(If any officer was not elected at a regular election in accordance with
your organization’s constitution and bylaws, explain in Item 56 on page 1.)
Page 3 of 4
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FILE NUMBER:
ASSETS
Start of Reporting Period End of Reporting Period
(A)
(B)
LIABILITIES
Item
32. Accounts Payable…..
26. Loans Receivable ......
33. Loans Payable………
27. U.S. Treasury Securities
34. Mortgages Payable…...
28. Investments………….
35. Other Liabilities……..
29. Fixed Assets…………
36. TOTAL LIABILITIES..
(D)
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30. Other Assets…………
37. NET ASSETS
(Item 31 less Item 36)…
CASH RECEIPTS
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31. TOTAL ASSETS…….
AMOUNT
CASH DISBURSEMENTS
AMOUNT
Item
38. Dues ...............................................................
39. Per Capita Tax ...............................................
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40. Fees, Fines, Assessments & Work Permits…
45. To Officers (from Item 24) ………………….
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Item
46. To Employees (less deductions) …………..
47. Per Capita Tax ……………………………….
48. Office & Administrative Expense……………
42. Sale of Investments & Fixed Assets ...............
49. Professional Fees…………………………….
43. Other Receipts ...............................................
50. Benefits………………………………………..
44. TOTAL RECEIPTS .........................................
51. Contributions, Gifts & Grants………………..
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41. Interest & Dividends .......................................
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If total receipts reported in Item 44 are $250,000
or more, your organization must file Form LM-2
instead of this form.
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STATEMENT B
RECEIPTS AND DISBURSEMENTS
End of Reporting Period
(C)
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25. Cash ..........................
Start of Reporting Period
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STATEMENT A
ASSETS AND LIABILITIES
Item
—
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Enter Amounts in Dollars Only — Do Not Enter Cents
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Form LM-3 (Revised 2016)
52. Purchase of Investments & Fixed Assets….
53. Loans Made……………………………………
54. Other Disbursements…………………………
55. TOTAL DISBURSEMENTS………………….
3–4
Page 4 of 4
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ORGANIZATION NAME:
FILE NUMBER:
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ENDING DATE OF PERIOD COVERED:
—
PAGE ____ OF ____ ADDITIONAL PAGES
Status
other deductions)
(C)
(D)
(Enter title of officer, such as PRESIDENT or TREASURER.)
Last Name
Gross Salary
(before taxes and
First Name
MI
Title
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(B) Title
(List all persons who held office during the reporting period even if
they received no salary or other disbursements. Use all capital letters.)
Status
First Name
Last Name
MI
Title
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(A) Name
Status
First Name
Title
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Last Name
Status
Last Name
First Name
Status
First Name
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Last Name
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Title
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Title
Status
First Name
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Last Name
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Title
Status
First Name
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Last Name
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Title
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Last Name
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Title
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Form LM-3 (Revised 2016)
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Status
First Name
MI
Status
Totals
3 – I24
Allowances
and Other
Disbursements
Total
(E)
(F)
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24. ALL OFFICERS AND DISBURSEMENTS TO OFFICERS (continued)
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ORGANIZATION NAME:
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FILE NUMBER:
ENDING DATE OF PERIOD COVERED:
—
PAGE ____ OF ____ ADDITIONAL PAGES
Status
other deductions)
(C)
(D)
(Enter title of officer, such as PRESIDENT or TREASURER.)
Last Name
Gross Salary
(before taxes and
First Name
MI
Title
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(B) Title
(List all persons who held office during the reporting period even if
they received no salary or other disbursements. Use all capital letters.)
Status
First Name
Last Name
MI
Title
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(A) Name
Status
First Name
Title
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Last Name
Status
Last Name
First Name
Status
First Name
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Last Name
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Title
MI
Title
Status
First Name
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Last Name
MI
Title
Status
First Name
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Last Name
MI
Title
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Last Name
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Title
Form LM-3 (Revised 2016)
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Status
First Name
MI
Status
Totals
3 – I24
Allowances
and Other
Disbursements
Total
(E)
(F)
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24. ALL OFFICERS AND DISBURSEMENTS TO OFFICERS (continued)
| File Type | application/pdf |
| File Title | Microsoft Word - Form LM-3_updated_3_7_16 |
| Author | anddavis |
| File Modified | 2022-03-10 |
| File Created | 2016-07-21 |