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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: 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 manadatory 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
541-486
2. PERIOD COVERED
From10/1/2006
Through9/30/2007
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
COMMUNICATIONS WORKERS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
6. DESIGNATION NBR
1034
7. UNIT NAME (if any)

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

Number and Street
1 LOWER FERRY ROAD
City
TRENTON
State
NJ
ZIP Code + 4
08628-3336


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:Carla A KatzPRESIDENT27. SIGNED:Robert MuellerTREASURER
Date:Dec 20, 2007Contact Info:Date:Dec 20, 2007Contact Info:
Form LM-2 (Revised 2003)

ITEMS 10 THROUGH 21 FILE NUMBER: 541-486
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?No
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?10/2008
20. How many members did the labor organization have at the end of the reporting period?11,684
21. What ar the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees1.15% of salaryperpay period
(b) Working Dues/FeesN/AperN/A
(c) Initiation Fees1.00perone time fee
(d) Transfer FeesN/AperN/A
(e) Work PermitsN/AperN/a

Form LM-2 (Revised 2003)

STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 541-486

ASSETS
ASSETS Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash $1,396,715$1,590,585
23. Accounts Receivable1$0$0
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $0$0
26. Investments5$1,281,607$1,549,582
27. Fixed Assets6$737,562$700,520
28. Other Assets7$3,850$3,850
29. TOTAL ASSETS $3,419,734$3,844,537

LIABILITIES
LIABILITIES Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable8$0$0
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$8,051$5,763
34. TOTAL LIABILITIES $8,051$5,763
35. NET ASSETS$3,411,683$3,838,774
Form LM-2 (Revised 2003)

STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 541-486

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $5,033,677
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $38,143
41. Dividends $57,029
42. Rents $18,100
43. Sale of Investments and Fixed Assets3$629,342
44. Loans Obtained9$0
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$442,783
49. TOTAL RECEIPTS $6,219,074
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$1,940,631
51. Political Activities and Lobbying16$309,727
52. Contributions, Gifts, and Grants17$84,495
53. General Overhead18$351,257
54. Union Administration19$949,491
55. Benefits20$1,315,579
56. Per Capita Tax $0
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$884,594
61. Loans Made2$0
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $0
65. Direct Taxes $187,142
  
66. Subtotal $6,022,916
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$790,594  
  67b. Less Total Disbursed$792,882  
  67c. Total Withheld But Not Disbursed -$2,288
68. TOTAL DISBURSEMENTS $6,025,204
Form LM-2 (Revised 2003)

SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 541-486

There was no data found for this schedule.

SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 541-486

There was no data found for this schedule.

SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 541-486

Description (if land or buildings give location)
(A)
Cost
(B)
Book Value
(C)
Gross Sales Price
(D)
Amount Received
(E)
Total of all lines$609,569$609,569$629,342$629,342
Stocks - Smith Barney #15016$50,000$50,000$50,389$50,389
Stocks - Smith Barney #15017$253,980$253,980$262,874$262,874
Stocks - Smith Barney #15018$305,589$305,589$316,079$316,079
14. Less Reinvestments$0
(Net Sales total will automatically entered in Item 43)15. Net Sales$629,342
Form LM-2 (Revised 2003)

SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 541-486

Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total of all lines$884,594$884,231$884,594
Computers and equipment$1,526$1,221$1,526
Building Improvements$5,525$5,467$5,525
Purchase of Investments Smith Barney$877,543$877,543$877,543
 14. Less Reinvestments$0
(Net Purchases total will automatically entered in Item 60)15. Net Purchases$884,594
Form LM-2 (Revised 2003)

SCHEDULE 5 - INVESTMENTS FILE NUMBER: 541-486

Description
(A)
Amount
(B)
Marketable Securities 
1. Total Cost$1,549,582
2. Total Book Value$1,549,582
3. List each marketable security which has a book value over $5000 and exceeds 5% of Line 2.  
  • .
$0
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.  
  • .
$0
7. Total of Lines 2 and 5 (Total will be automatically entered in Item 26, Column(B)) $1,549,582
Form LM-2 (Revised 2003)

SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 541-486

Description
(A)
Cost or Other Basis
(B)
Total Depreciation or
Amount Expensed
(C)
Book Value
(D)
Value
(E)
1. 1 Lower Ferry Road Trenton, NJ 08628$40,800 $40,800$40,800
1. 481 Glassboro Road Woodbury, NJ 08907-1464$27,000 $27,000$27,000
3. 1 Lower Ferry Road Trenton, NJ 08628$661,124$285,775$375,349$375,349
3. 14-20 High Street Mount Holly, NJ 08060$248,200$34,229$213,971$213,971
3. 451 Glassboro Road Woodbury, NJ 08907-1464$158,428$135,640$22,788$22,788
5. Automobiles and Other Vehicles$0$0$0$0
6. Office Furniture and Equipment$258,405$237,793$20,612$20,612
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))$1,393,957$693,437$700,520$700,520
Form LM-2 (Revised 2003)

SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 541-486

Description
(A)
Book Value
(B)
Total Other Assets (Total will be automatically entered in Item 28, Column(B))$3,850
Security Deposit - Flemington$950
Security Deposit - Red Bank$2,900
Form LM-2 (Revised 2003)

SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 541-486

There was no data found for this schedule.

SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 541-486

There was no data found for this schedule.

SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 541-486

Description
(A)
Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D))$5,763
Employee payroll deductions payable$5,063
Security deposit payable$700
Form LM-2 (Revised 2003)

SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 541-486

(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
Carla   A   Katz
President
C
$110,082$10,200$1,319$0$121,601
I
Schedule 15
Representational Activities
54 % Schedule 16
Political Activities and Lobbying
16 % Schedule 17
Contributions
% Schedule 18
General Overhead
% Schedule 19
Administration
30 %
A
B
C
Doris   M   Ruffin
Secretary
C
$1,613$0$0$0$1,613
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   T   Mueller
Treasurer
C
$1,200$0$0$0$1,200
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
Susan     Lockwood
VP Dept. of Envir. Prot.
C
$0$0$0$0$0
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
Greg     Badini
Branch 2 President
C
$10,681$0$1,527$0$12,208
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
Linda     Kukor
Branch 3 President
C
$0$0$0$0$0
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
Mary   A   Hrenda
VP Primary Level Super.
C
$0$0$0$0$0
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
Jonathan     Berg
VP Higher Level Super.
C
$0$0$0$0$0
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
Susan     Wright
VP Judiciary Prof Unit
C
$0$0$0$0$0
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
Fred     Mickle
VP Judiciary JCAU Unit
C
$0$0$0$0$0
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     Tauro
Branch 4 President
C
$100,142$4,200$14,925$0$119,267
I
Schedule 15
Representational Activities
80 % Schedule 16
Political Activities and Lobbying
3 % Schedule 17
Contributions
% Schedule 18
General Overhead
% Schedule 19
Administration
17 %
A
B
C
Anna     Curtis-Stephens
Vice President- AGR
C
$0$0$0$0$0
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
Ravindra     Manhas
Member at Large
C
$0$0$0$0$0
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
Toshi     Abe
Executive VP
C
$0$0$0$0$0
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$223,718$14,400$17,771$0$255,889
Less Deductions     
Net Disbursements    $255,889
Form LM-2 (Revised 2003)

SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 541-486

(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
Christopher     Aiken
Staff
None
$37,025$4,684$0$0$41,709
I
Schedule 15
Representational Activities
% Schedule 16
Political Activities and Lobbying
100 % Schedule 17
Contributions
% Schedule 18
General Overhead
% Schedule 19
Administration
%
A
B
C
Barbara   A   Albanese
Staff
None
$47,458$0$0$0$47,458
I
Schedule 15
Representational Activities
40 % Schedule 16
Political Activities and Lobbying
% Schedule 17
Contributions
% Schedule 18
General Overhead
20 % Schedule 19
Administration
40 %
A
B
C
Paul     Alexander
Asst. President
None
$101,341$4,200$3,584$0$109,125
I
Schedule 15
Representational Activities
80 % Schedule 16
Political Activities and Lobbying
% Schedule 17
Contributions
% Schedule 18
General Overhead
% Schedule 19
Administration
20 %
A
B
C
Michelle     Avanzato
Staff
None
$26,072$0$248$0$26,320
I
Schedule 15
Representational Activities
40 % Schedule 16
Political Activities and Lobbying
% Schedule 17
Contributions
% Schedule 18
General Overhead
20 % Schedule 19
Administration
40 %
A
B
C
Barbara     Caroppolo
Staff
None
$28,289$0$1,841$0$30,130
I
Schedule 15
Representational Activities
40 % Schedule 16
Political Activities and Lobbying
% Schedule 17
Contributions
% Schedule 18
General Overhead
20 % Schedule 19
Administration
40 %
A
B
C
Georgianne     Chesnavich
Finance Manager
None
$86,637$0$1,591$0$88,228
I
Schedule 15
Representational Activities
80 % Schedule 16
Political Activities and Lobbying
% Schedule 17
Contributions
% Schedule 18
General Overhead
% Schedule 19
Administration
20 %
A
B
C
Elizabeth   J   Collins
Staff
None
$54,987$0$28$0$55,015
I
Schedule 15
Representational Activities
40 % Schedule 16
Political Activities and Lobbying
% Schedule 17
Contributions
% Schedule 18
General Overhead
20 % Schedule 19
Administration
40 %
A
B
C
Thomas     Fagan
Staff
None
$80,545$4,200$10,610$0$95,355
I
Schedule 15
Representational Activities
40 % Schedule 16
Political Activities and Lobbying
% Schedule 17
Contributions
% Schedule 18
General Overhead
20 % Schedule 19
Administration
40 %
A
B
C
Gina     Garofolo
Staff
None
$56,425$0$271$0$56,696
I
Schedule 15
Representational Activities
40 % Schedule 16
Political Activities and Lobbying
% Schedule 17
Contributions
% Schedule 18
General Overhead
20 % Schedule 19
Administration
40 %
A
B
C
Paul     Guzmich
Staff
None
$44,566$0$928$0$45,494
I
Schedule 15
Representational Activities
40 % Schedule 16
Political Activities and Lobbying
3 % Schedule 17
Contributions
% Schedule 18
General Overhead
20 % Schedule 19
Administration
37 %
A
B
C
Jeffrey     Harley
Staff
None
$67,234$4,200$0$0$71,434
I
Schedule 15
Representational Activities
80 % Schedule 16
Political Activities and Lobbying
% Schedule 17
Contributions
% Schedule 18
General Overhead
% Schedule 19
Administration
20 %
A
B
C
Linda     Kelly
Staff
None
$64,212$0$185$0$64,397
I
Schedule 15
Representational Activities
40 % Schedule 16
Political Activities and Lobbying
% Schedule 17
Contributions
% Schedule 18
General Overhead
20 % Schedule 19
Administration
40 %
A
B
C
John     Lazzarotti
Branch 1 President
None
$94,941$4,200$2,907$0$102,048
I
Schedule 15
Representational Activities
80 % Schedule 16
Political Activities and Lobbying
% Schedule 17
Contributions
% Schedule 18
General Overhead
% Schedule 19
Administration
20 %
A
B
C
Adam     Liebtag
Staff
None
$86,247$4,200$4,661$0$95,108
I
Schedule 15
Representational Activities
80 % Schedule 16
Political Activities and Lobbying
3 % Schedule 17
Contributions
% Schedule 18
General Overhead
% Schedule 19
Administration
17 %
A
B
C
Michele     Recla-Liebtag
Admin. Asst. President
None
$91,685$4,200$5,356$0$101,241
I
Schedule 15
Representational Activities
70 % Schedule 16
Political Activities and Lobbying
5 % Schedule 17
Contributions
% Schedule 18
General Overhead
% Schedule 19
Administration
25 %
A
B
C
Joann     Luzzi
Staff
None
$21,878$0$61$0$21,939
I
Schedule 15
Representational Activities
40 % Schedule 16
Political Activities and Lobbying
% Schedule 17
Contributions
% Schedule 18
General Overhead
20 % Schedule 19
Administration
40 %
A
B
C
Colleen     Reilly
Staff
None
$80,453$4,200$872$0$85,525
I
Schedule 15
Representational Activities
80 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
% Schedule 18
General Overhead
% Schedule 19
Administration
19 %
A
B
C
Gail     Richardson
Staff
None
$86,247$4,200$2,547$0$92,994
I
Schedule 15
Representational Activities
80 % Schedule 16
Political Activities and Lobbying
3 % Schedule 17
Contributions
% Schedule 18
General Overhead
%