page points - · pdf fileit’s very easy to do and we will be happy ... ecision-makers...
TRANSCRIPT
2 0 1 3 - 2 0 1 4
A n n u a l R e p o r t
P A G E 3
Mark Toney’s
Letter
P A G E 2
Donation
Appreciation
P A G E 7
Q U A R T E R L Y N E W S L E T T E R O F T H E
U T I L I T Y R E F O R M N E T W O R K , T U R N
Bruno and San Francisco, and
Commission advocacy divisions,”
said TURN executive director
Mark Toney. TURN had urged
the Commission not only to pe-
nalize PG&E $1.6 billion but also
to apply much of that money to
pipeline safety. The approved de-
cision mirrors TURN‘s demands,
refunding $400 million in pipe-
line maintenance costs to cus-
tomers and requiring that share-
holders bear the costs of an
additional $850 million in pipe-
line safety improvements.
Toney said that PG&E must
pay the penalties out of profits,
not rates. “The CPUC has put
the responsibility for pipelines
squarely where it belongs, on
PG&E’s shareholders. These pen-
alties send a strong message to
PG&E that the neglect and mismanagement
that led to the San Bruno explosion must never
happen again,” he said. “Customers are looking
to the CPUC to rein in PG&E and be a watchdog,
rather than a lapdog. Requiring PG&E to pay the
costs of its previous pipeline neglect is a good
place to start.”
turningS P R I N G 2 0 1 5
P O I N T S
Shortly before this
newsletter went to
press, the California
Public Utilities Commission
(CPUC) agreed to penalize
PG&E close to two billion
dollars for the San Bruno
explosion. The proposal, authored by Presi-
dent Picker, and approved by the full Commis-
sion, is much better than previous proposals, and
adopts many of TURN’s recommendations for con-
sumer protections and shareholder responsibility.
“This consumer victory took four years of de-
termined advocacy by TURN, the cities of San
B R E A K I N G N E W S
PG&E Penalized for San Bruno
“This consumer victory took four years
of determined advocacy by TURN.”
— MARK TONEY, TURN
ThankYou!
ORDERED TO REFUND $400 MILLION TO CUSTOMERS
Dear Consumer Champion,
Y ou are truly a champion for all
California custom-
ers of utility and telecom
companies!
This 2013-14 annual report shows how your
steadfast support inspires our small, dedicated
staff to move mountains and win against insur-
mountable odds! As the only statewide non-
profit dedicated solely to your rights as a util-
ity consumer, TURN routinely goes up against
some of the biggest guns in the
game: AT&T, Verizon, PG&E,
SDG&E and SoCal Edison. It
isn’t easy. These companies
have armies of lobbyists and
lawyers promoting their corpo-
rate agendas. We’re grateful that
we’ve got you on our side.
TURN appreciates every pen-
ny we receive, especially because your contri-
butions show us how much you care about fair
rules and making sure consumers’ voices are
heard. If you’ve followed the recent scandals
at the CPUC, you know that it is all too easy for
utility executives to get the ear of the Commis-
sion. We’re working on several levels to change
that, including sponsoring legislation to re-
form the CPUC (SB 215, Leno) and advocating
for new consumer protections as well.
Thanks to you, we are making more of a dif-
ference than ever before, despite collusion
and corruption at the highest level. TURN
members are speaking out at public hearings,
showing up at CPUC meetings, and sending
letters and petitions to legislators. Our out-
reach team arms you with the information
you need to challenge utility flaks with con-
fidence, and spread the word to friends and
neighbors as well.
One way to tell that you are making a differ-
ence is when your opponents come after you.
A special thanks to everyone who responded
to our recent request for donations to the Stop
AT&T Bullying campaign. AT&T’s mean-spirit-
ed efforts to exact revenge on TURN for leading
the grassroots campaign to stop the T-Mobile
merger is proof positive that you are making an
impact. Why else would a huge, wealthy com-
pany go after us over the relatively small fees
the CPUC ordered AT&T to pay TURN? It is ob-
vious they will try to silence consumer voices
any way they can. That campaign is ongoing
as we gear up for our first day in court, and we
hope you’ll continue to give generously. We
are not going let AT&T bully us!
Some TURN members have also chosen to
maximize their donations through planned giving
and gifts of stock, which we deeply appreciate.
We are sad to note the passing of long-time
TURN member and supporter, Olga Urcinoli
from Santa Monica.
I had a chance to talk with her
last year and she told me how
she remembered Sylvia Siegel
and her leadership of TURN.
Olga was very generous in her
support of TURN over the years
and was even a monthly donor.
When Olga and I talked, she
told me what she most liked
about our work was how TURN represented the
David in all of us who isn’t afraid to stand up and
win against huge corporate utility Goliaths.
Recently we learned Olga left a gener-
ous planned gift to TURN that ensures her
championship of consumer rights for years
to come. She became a member of the Sylvia
Siegel Legacy Circle by remembering TURN in
her estate plans.
We want to acknowledge Olga for her years
of loyal support of TURN. It is thanks to her and
other supporters that we are able to win clean-
er energy and better phone service at fair rates.
We also want to acknowledge an anony-
mous member for her extremely thoughtful
and generous gift of stock. If you too would
like to donate stock to TURN, please let us
know. It’s very easy to do and we will be happy
to help you. Please call CFO Richard Perez at
415-954-8088 for more information.
If you would like to learn more about the
Sylvia Siegel Legacy Circle and how you can
make a legacy gift to TURN, please contact me
at 415-929-8876 or [email protected]
Message from TURN’s Executive Director
P A G E 2
C O N T I N U E S O N PA G E 8
M a r k To n e y, E x e c u t i v e D i r e c t o r o f T U R N
“Thanks to you,
we are making
more of a
difference than
ever before.”
T U R N S T A F F
E X E C U T I V E D I R E C T O R
Mark Toney
L E G A L D I R E C T O R
Tom Long
G E N E R A L C O U N S E L
Bob Finkelstein
S T A F F A T T O R N E Y S
Marcel Hawiger
Matt Freedman
Christine Mailloux
Leslie Chambers Mehta
Bill Nusbaum
Hayley Goodson
Elise Torres
T E L C O R E S E A R C H D I R E C T O R
Regina Costa
C H I E F F I N A N C I A L O F F I C E R
Richard Perez
C O M M U N I C A T I O N S D I R E C T O R
Mindy Spatt
O R G A N I Z I N G D I R E C T O R
Ana Montes
A D M I N I S T R A T I V E / L E G A L A S S I S T A N T
Haley de Genova
E N E R G Y P O L I C Y A N A LY S T
Eric Borden
G R A S S R O O T S O R G A N I Z E R
Jasmine Kavezade
T U R N B O A R D O F D I R E C TO R S
P R E S I D E N T
Carl Wood
T R E A S U R E R
Jeff Shields
S E C R E T A R Y
Constance Slider Pierre
Suresh Bazaj
Bill Julian
Margarita Rocha
Melanie Shelby
E D I T O R
Mindy Spatt
N E W S L E T T E R D E S I G N
CAVECCHEGRAPHICS.COM
pointsT U R N I N G
TURN’S MEMBERSHIP NEWSLETTER
P A G E 3
U tility companies want you to pay for their mis-takes, and keep their profits high at the same time. With the public concern about dangerous utility
practices heightened, the new mantra for raising rates is safety and reliability. TURN agrees with the goals, but does not want to see them become a blank check for every high-priced, profit-driven scheme.
TURN worked to make sure utilities were held responsi-ble for shoddy past practices and other failures, and could not pass the costs of their mistakes on to customers, or twist
the rules to make costly schemes appear to be necessary to keep customers safe or provide reliable service.
At the same, we made progress on basic rate protections for vulnerable customers. With income inequality grow-ing, TURN’s advocacy for customers who desperately need affordable phone, gas and electric service became more urgent. TURN continued to protest skyrocketing phone bills and poor call quality, while advocating for strength-ened universal service and new consumer protections to address the changing landscape for telecom customers.
Twisting the Truth
P U T T I N G C U S TO M E R S F I R S T
D ecision-makers should hear from real consumers, not
just utility lobbyists. TURN brings true community voices to
the debate, empowering customers to speak out, through
public hearings, community meetings and individual complaints.
And we are training more advocates every day with our Policyvoice
outreach project. Through PolicyVoice TURN expands our reach by
supporting grassroots organizing efforts and training local, front
line staff in activism, consumer protection and energy efficiency.
This year’s programs included:n Trainings for community workers in rural and urban areas on
preventing energy shut-offs and winning climate justice.n Collaborations with local activists from the Antelope Valley
and AARP to educate community members to speak up against
higher Edison rates at local CPUC public hearings.n Organizing local partners to speak out at a first-ever FCC
Town Hall meeting in Oakland with Chair
Tom Wheeler.
TURN organized scores of consumers
to attend public hearings on LifeLine low-
income phone service. In her historic de-
cision expanding the program, Commis-
sioner Sandoval credited the community
input as key.
“The CPUC heard from consumers
throughout California that affordability,
choice and access were key,” said Montes,
“and Commissioner Sandoval listened.
With customers, community leaders and local activists support-
ing TURN’s legal position, we succeeded in winning vital improve-
ments to the LifeLine program.”
D E M A N D I N G M O R E B A N G F O R YO U R B U C K
STAFF ATTORNEY
BILL NUSBAUM
Aproposed utility marketing plan for energy efficiency
programs was long on spending but short on metrics to
measure whether or not identifiable goals were being
reached. Energy efficiency programs should deliver quantifiable
results, especially when customers’ hard earned dollars are being
used to tout the benefits of utility-run programs.
TURN demanded that utilities deliver real bang for customers’
bucks, not just feel-good advertising. TURN staff attorney Bill Nusbaum said, “When customers’ money is at stake, vague,
poorly-defined goals simply are not good enough.”
Thanks to TURN customer funded programs marketing energy
efficiency will have to provide tangible results. TURN also suc-
ceeded in convincing utility companies to
bolster low-income programs and expand
outreach. With these improvements, the
programs should be able to deliver savings
where they are most needed. In addition,
Nusbaum advocated for data and privacy
concerns to be given a closer look before
utility companies or others can be allowed
access to customers’ information. TURN
also won additional accountability with ad-
ministrative costs being held back pending
review of the programs’ effectiveness.A N N U A L R E P O R T C O N T I N U E S O N PA G E 4
ORGANIZING DIRECTOR
ANA MONTES
UTILITIES TRY TO WRING HIGHER RATES
OUT OF CUSTOMERS ANY WAY THEY CAN
2013-2014 ANNUAL REPORT
P A G E 4
TELECOM CASE HIGHLIGHTSYO U R VO I C E AT T H E F E D E R A L C O M M U N I C AT I O N S C O M M I S S I O N
TELECOMMUNICATIONSDIRECTOR
REGINA COSTA
W ith deregulation, consoli-
dation, and the ascend-
ancy of cell phones and
the Internet, decisions made in
Washington at the FCC have a grow-
ing impact on California. TURN is
expanding our role, working closely
with national consumer organiza-
tions including AARP, Free Press,
Public Knowledge, Media Action
Grassroots Network, and the Nation-
al Consumer Law Center to advance
consumer interests at the FCC, demanding effective over-
sight to ensure there is an affordable communications sys-
tem universally available without discrimination.
TURN’s Telecom Policy Director Regina Costa heads
our efforts, and is chair of the National Association of Utility
Consumer Advocates’ Telecom committee.
The FCC has already adopted many of our recommenda-
tions, most importantly declaring broadband to be a Title II
service. In addition, the FCC sought input on issues includ-
ing a customers’ right to choose reliable phone service that
works during power outages and prohibiting the “de facto
copper retirement” that occurs when phone companies
refuse to maintain and repair landline networks. “This will
allow us to expand on what we’ve won in California on a na-
tional level, including ensuring reliable, affordable commu-
nications regardless of the technology,” said Costa. “Mod-
ern technologies require modern consumer protections.
Rather than abandoning the quality standards customers
enjoyed with landlines, those standards should be extend-
ed to cell phones, VoIP and other new tools.”
ME
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STAFF ATTORNEY
CHRISTINE MAILLOUX
C hanges won by TURN will pro-
mote universal phone service
in California with dramatic
improvements to the LifeLine low-in-
come program. This vital program will
now provide choices for the customers
it serves, without sacrificing quality. In
a landmark vote, the California Public
Utilities Commission expanded the
LifeLine program to include mobile
phones, and also agreed with TURN
that Californians without social secu-
rity numbers should not be disqualified, making California
the first state in the U.S. to eliminate the requirement.
The Commission’s decision creates a strong program with
protections for participants, rejecting the “poor man’s Life-
Line” that phone companies wanted with new family plans,
adequate minutes, and phones that connect customers to
911 in emergencies. Rates are capped, as are phone com-
pany reimbursements. These changes will maximize the in-
vestment California makes in its LifeLine program.
“LifeLife is often the only option for low-income custom-
ers to access essential medical care, housing, emergency
services and family connections,” said TURN staff attorney
Christine Mailloux. “The guarantees of affordability won
by TURN will give eligible customers assurance that their
rates will remain stable, which is especially important for
seniors and others on fixed incomes. Too many eligible
customers have not been able to access the program in
the past.”
A L I F E L I N E F O R LOW - I N C O M E C U S TO M E R S
CONSUMERS ARE SAFER WITH KILL SWITCHES
According to a study by Consumer Reports, over 3 million
Americans had their phones stolen last year. Many of these
robberies were violent, so the need to prevent them cannot
be overstated.
That’s why TURN was a strong supporter of Senate Bill 962,
Senator Mark Leno’s “kill switch” bill. The bill takes aim at cell phone
theft by requiring phone companies to automatically install a “kill
switch” on every phone they sell. That would mean a stolen phone
could be “killed” remotely, making theft unprofitable and pointless.
It makes sense to hold the phone companies accountable for
deterring theft. The industry profits an estimated $30 billion annu-
ally from replacing lost or stolen devices, and billions more through
selling phone insurance to consumers.
Senator Leno’s bill requires all mobile devices manufactured after
July 1, 2015 that are sold in California to have
kill switches already installed, and although
it would give buyers the option to disable the
switches, it would outlaw companies from
encouraging customers to do so.
“The phone industry initially opposed
the bill, but was forced to back down in the
face of widespread consumer support,” said
TURN staff attorney Leslie Mehta. “Many
of our members were among the thousands
of Californians who urged their legislators
to support the bill, and helped convince the
Governor to sign it.”
STAFF ATTORNEY
LESLIE MEHTA
P A G E 5
G A S SYS T E M I M P R OV E M E N T S T H AT M AX I M I Z E P U B L I C S A F E T Y, N OT P R O F I T S
LEGAL DIRECTOR
TOM LONG
In the wake of the avoidable San Bruno explosion, and
mounting public concerns about gas safety, utilities have
proposed billions in pipeline “improvements.” But many of
those proposals would unfairly shift the cost of previous utility
mismanagement on to customers.
TURN legal director Tom Long and staff attorney Marcel Hawiger represent consumers in demanding that PG&E,
SoCal Gas and SDG&E are held accountable for their poor
pipeline practices, and don’t pass the costs of their previous
neglect on to customers.
Business As Usual at PG&E
In a case setting PG&E gas rates for the next three years,
TURN won significant reductions to PG&E demands including
inflated gas distribution costs. The CPUC agreed with TURN
that safety considerations don’t justify unreasonable rates.
TURN won limits on rate hikes without compromising safety.
Gas Transmission Rate Case Under a Cloud
With new proposals for over a billion dollars in increases to
gas transmission rates, P&GE hoped to double dip, taking ad-
vantage of community fears to demand customer funding for
gas work that was paid for but not done right in the past. “We
will not make any proposal that would jeopardize safety,” said
TURN legal director Tom Long, “but we will insist that PG&E
improve its system in a fair and cost-effective manner.”
The gas rate case has become increasingly controversial
due to revelations of collusion and back room deals. Emails
between the CPUC and PG&E have revealed that PG&E tried
to judge-shop in the case, and have sparked federal and state
investigations into possible criminal charges.
SoCal Gas and SDG&E (Sempra)
Try to Get in on the Act
SDG&E and SoCal Gas needed to
test or replace gas lines they didn’t
have records for, and wanted to pass
those costs on to customers. The
CPUC‘s administrative law judge
agreed with TURN that shareholders,
not ratepayers, should pay to re-test
pipelines for which the utilities had
violated rules.
But the Commission ended up caving to corporate de-
mands after a massive lobbying campaign by SDG&E
parent corporation Sempra. TURN staff attorney Marcel
Hawiger said, “TURN is appealing this decision. It is a basic
tenant of utility law that customers should not pay for cor-
porate mistakes.”
PG&E Sanctioned for Covering Up
Safety Mistakes
TURN advocated for the maximum
penalties against PG&E for failing to
promptly disclose errors in gas pipe-
line safety information it submitted
to the CPUC, and that the Commis-
sion relied on in setting safe pipeline
operating pressure. The Commission
agreed with TURN that PG&E should
be fined $14.35 million to be paid out
of profits, not rates.
STAFF ATTORNEY
MARCEL HAWIGER
EN
ER
GY
CA
SE
HIG
HL
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COUNTERACTING THE UTILITY MEDIA MACHINES
TURN celebrated 40 years of advocacy in November
2013 with a gala event, and memories of founder Sylvia
Siegel, who established TURN as not only an accurate me-
dia source but also a caustic one. The Los Angeles Times quoted
executive director Mark Toney on the occasion: “Goliath corpo-
rations need to be confronted by advocates for people who are
paying the bills.” Continuing in Sylvia’s footsteps, TURN regular-
ly confronted utilities in the media, and took advantage of new
technologies to reach more media outlets, and more consumers.
TURN staff responded to close to 400 press queries, and went
on the offensive with press releases, op-eds and online cam-
paigns that kept our members and supporters active and en-
gaged. TURN was quoted in over 300 print articles, and featured
in television and radio coverage throughout California, including;n KCRA TV Sacramento, reporting on TURN’s demands for
penalties against Comcast for violating
customers’ privacy,n KNTV San Jose, which featured
TURN’s joint press conference with
state Senator Jerry Hill,n Southern California Public Radio and
KPBS San Diego on our efforts to hold So-
Cal Edison accountable for the defective
steam tubes at the (thankfully) shuttered
San Onofre nuclear power plant.
TURN continued the call for PG&E
accountability for the San Bruno explo-
sion, and was quoted extensively in statewide and national me-
dia as well as energy industry publications, including the Asso-
ciated Press, Bloomberg News and California Energy Markets.
ME
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COMMUNICATIONS DIRECTOR
MINDY SPATT
A N N U A L R E P O R T C O N T I N U E S O N PA G E 6
P A G E 6
PG&E WOULDN’ T GIVE UP – BUT NEITHER WOULD WE!
GENERAL COUNSEL
BOB FINKELSTEIN
In February 2014, general coun-
sel Bob Finkelstein scored a
major victory at the California
Court of Appeal when a California
Public Utilities Commission deci-
sion authorizing PG&E to develop a
new gas-fired power plant in Oak-
ley, California was overturned. The
Commission had approved spend-
ing customers’ money on the pro-
posed plant even though PG&E had
not met the Commission’s standards for showing that a
new fossil fuel power plant was necessary to meet Califor-
nia’s needs.
This was the second time TURN was forced to appeal a
Commission decision on the Oakley plant. In 2012, the
Court agreed with TURN that the Commission’s previous
decision authorizing the plant was procedurally invalid. But
PG&E still wanted the expensive gas-fired plant in Oakley
and concocted a phantom “need” for the plant even though
it wasn’t necessary to serve customers. The CPUC voted to
go along with the scheme, and it took the Court of Appeal
to save PG&E customers from the unnecessary expense.
“Consumers should not have to pay $200 million a year
for a plant they don’t need,” Finkelstein said. “Recent rev-
elations of back door emails between former CPUC Presi-
dent Peevey and PG&E indicate Peevey personally favored
the project, which may be why PG&E was able to skirt the
rules at the Commission.”
LET THERE BE LIGHTS: NEW LIMITS ON DEADLY, DANGEROUS SHUT-OFFS
STAFF ATTORNEY
HAYLEY GOODSON
T URN often receives calls
from frightened consumers
facing the horrific prospect of
having their power shut off. These
calls come not only from California,
but also from all over the United
States, where low-income consum-
ers often face a daily struggle to pay
for essential services. Utility shut-offs
can trigger other serious health and
safety consequences, including ex-
posure, eviction, and fires. Policies that assist consumers in
being able to pay their bills, manage arrearages and avoid
shut-offs bestow enormous benefits upon those Califor-
nians most in need of assistance, and society as a whole.
Thanks to the advocacy of TURN and other consumer
representatives, PG&E, SoCal Edison, SDG&E and SoCal
Gas agreed to provide new protections and continue many
of the expiring protections previously won by TURN and
our allies, including home visits before disconnection, lim-
its on customer deposit requirements, and special require-
ments for limited English proficient customers and custom-
ers with disabilities.
Staff attorney Hayley Goodson said, “Utility companies
are too quick to pull the plug when left to their own devices.
They must do more to make sure that customers have every
possible opportunity to avoid costly and dangerous shut-
offs. These protections will mean more customers can keep
their lights on when they are experiencing hard times.”
K E E P I N G R AT E S C A P P E D A N D C O N S E RVAT I O N R E WA R D E D
Ut i l i t y c o m p a n i e s w a n t t o d e s t ro y h a rd - w o n re -
strictions on rate increases for baseline, essential elec-
tricity usage, and impose mandatory time-based pricing
on customers. Staff attorney Matt Freedman spearheads TURN’s
efforts to preserve conservation incentives and limit bill increases.
In a case setting interim rates, TURN convinced PG&E, SoCal
Edison and SDG&E to abandon their dreams of drastically higher
bills, and agree to continue many vital caps on rates and retain the
current four-tier system. In addition, a fixed charge the utilities
wanted to add to every customer’s bill was once again defeated.
“Fixed charges add an unfair burden to the bills of customers who
are doing their best to conserve,” Freedman said.
The rush toward time-based pricing was also slowed by the pas-
sage of Senate Bill 1090. TURN partnered with state Senator Jean
Fuller (R-Bakersfield) on the bill, which stops
the California Public Utilities Commission
from approving default time-based pricing
until it determines the likelihood of unrea-
sonable summertime bills or hardship in hot
climate areas. Freedman said that customers
in the hot central valley are especially at risk
from utility schemes to shift from tiered rates
to time-based ones. “Vulnerable seniors and
others who need to be at home during the
day will fare the worst,” he warned.
Freedman’s work on these issues is ongoing, as the CPUC con-
tinues to consider fixed customer charges, changes to rate tiers
and time-based pricing.
STAFF ATTORNEY
MATT FREEDMAN
P A G E 7
TURN appreciates each and every donation we receive, not
just because it helps fund our con- sumer advocacy and assistance, but also because we know your donations are a vote of confidence. TURN regrets that we don’t have the space to thank all our donors individually, because we are so grateful for all of your support.
DONORS $1,000 + MORE
Allan Brown and Marilyn BrownWilliam Julian II and Robin J. Kulakow
Barbara J. MeislinKurt Oetiker
Michael Pretto and Nancy PrettoRandy Shaw and Lainey Feingold
Polly Siegel and Kurt ShoensJohn M. SpencerAntonia Spencer
Mark Toney Jim Warner
Kevin Woodruff
DONORS $100 TO $999.99
Dr. Emanuel M. Abrams Clyde R. Adams Harriet Adams
Margaret I. Adams and Joel S. Edstrom Yossef Aelony and Ginette C. Aelony
Paul F. Albert Watson Alberts and Marilyn Alberts Ralph Aldama and Connie Aldama
Arthur T. Alter Susan J. Amdur
Ezra Amsterdam and Beulah Amsterdam Cecil Anders
David C. Anderson and Jean L. Anderson Robert D. Anderson Clifford E. Anderson
Lloyd Andres and Sheila AndresAnonymous
Ruth A. AnsurizaKiyoshi Aoyagi and Hiroko Aoyagi
Allen A. Arata and Martha A. Arata Richard E. Armstrong
Mary Ashe Marilyn Aspesi
William Aulenbach Wayne M. Ausland and Eileen K. Ausland
B.B. Barfuss Auwerda and S.A. Auwerda James Avedikian Charles E. Ayres Daniel Azarnoff John W. Bacon
Jennifer Badde-Graves Anthony V. Bair and Nancy Reier
Leslie E. Baker and Natalie A. Graff-Baker Thomas P. Baker and Joy J. Baker
Virginia H. Baker Anastasie Balafas and Marjorie C. Balafas
Lalit L. Balchandani Cecilia Ball
Sam Barakat Clarice Baranski William Barbera Michael Barden
Janet G. Barkawi and Don L. Farmer
Ronald G. Bechler and Hatsuko Bechler Reed H. Bement and Anne G. Bement
Mark Barmore Evelyn A. Benas Diane Benjamin
Robert G. Bergman and Wendy S. Bergman Suzanne H. Berkman Arthur H. Bernstein
D. William Berte Caroline Beverstock
Robert Biehler Maurice C. Bihan and Marianne Bihan Charles J. Biller and Deborah J.M. Biller
E.M. Bingham, Jr. and M. Smith Bingham Thad L. Binkley
Burton A. Bishop and Evelyn M. Bishop Herum P. Bjork and Annalee Bjork
William E. Blair and Patricia R. Blair Norman Y. Blaz Dan Blechman
Steven E. Bloom and Geri WolfsheimerS.L. Bolshakoff and E.M. Bolshakoff
Charles J. Bornheim Barbara Borthwick
Alfred C. Bowman and M.L. Bowman J. Craig Brammer Donna Bransford
Albert Brazauski and Ellen BrazauskiA. Maureen Brians and Thuy T. Huynh
Stephen K. Brimhall and Mary Jo Brimhall Paul J. Briscoe
Suzanne L. Broad and David S. Broad Eugene R. Brown
Elizabeth R. Brown Lawrence W. Brown
Geoffrey Brown George Brunn
Patricia A. Bruno John R. Bruno and Mrs Janet L. Bruno
Lawrence E. Bryan and Betty Jane Bryan Mary Buren
Frank C. Burriesci Jeff Busch
Herbert G. Buss James Butler
Janet P. Campbell Dorothy Campbell
Dorothy A. Campbell E.L. Campione and B.E. Campione
Robert Campos and Maria De Jesus Campos Michael Carley
K. J. Carpenter and A. Carpenter James Carrasco and Phyllis Carrasco
Bruce Carroll Richard D. Carson and Carole Carson
Francis A. Cartier Darlene Ceremello and Jessea Greenman
Florence Chan Anthony Chan and Joyce M. Y. Chan
Debra Chaplan Alan Char
Dr. Barry M. Chauser Stephen A. Chessin
David K. Ching Randy Chinn
Ann Chow Leona K. Chu
Robert S. Churich Joseph Cisternino and Barbara Cisternino
Jack K. Clapp and Jeanette Clapp James Cleaves
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Gene L. Godfrey and Dolores C. Godfrey Deborah Gold Warren Gold
Ann M. Goldberg R. Goldberg and E. Carlin-Goldberg
Lee Goldin and Joyce Goldin Alan E. Goodban and Nadine Goodban
Eleanor L. Gooding Richard Gordon and Donna Gordon
Bernadette Gough J. Grabanski
Elizabeth Grace Jon Graff
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William Green and Christine Green Paul Green Greenwald
Mildred P. Gregory Claudia Grief
Alexander A. Grillo Pascal Grimaud and Susan G. Grimaud
Richard Grindeland and Eileen GrindelandM F Groat
Philip Grow Julian Guerrero and Betty Guerrero
Terry L. Guindon Uwe Max Gumbert and Clara Padilla
Rasa Gustaitis Moss Margaret Gwathmey
Alice I. Haddock Ellinor Hagedorn
Joseph Haley and Margaret Haley Irving W. Halland and Christine Halland
John W. Hamilton Jobie Hammock
James W. Hammonds Walter J. Hampe Patrick Hanagan
L. Eugene Handloff and Marilyn Handloff Margaret Hansen Francis L. Hanson
Karel L. Harder and D. A. Harder George Hardy
Mary A. Harford Allan Harris and Betsy Harris
Ralph C. Harrison Frederick E. Harrison
Dr. Seymour A. Hartman Lillie Hatton
Paul J. HaubenArthur Haubenstock and Amy Whiteside
John Ramsey Haught Donald L. Haworth
Janet M. Hayes Gretchen Hayes
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Julie Henderson PhD Linda Hendley
Aaron Herman Jerry Herman
Jack Hersh Howard L. Herskowitz
Ralph Heymann Steven R. Hibshman
John Hickey and Mary McGuire-Hickey and Richard Hickman
Robert A. Hicks E. Hieronymus and V. Hieronymus
Harriet Hill Dan HilbermanMiriam K. Hillier
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Alan A. Hirsch and Vera Sandronsky Roger L. Hitzeman and Virginia Hitzeman
Seth B. Hodges and Marilyn A. Hodges Philip Hoehn
David M. Holleb Bill Holman
Julian B. Holt Elroy Holtmann
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David A. Hotchkin and Yoshiko Hotchkin Robert J. House and Maryanne B. House
Jo Ann Houston Patricia Howe Gary Hubbard
Sophie K. Hudnut Jack Hughes and Joan Hughes
Dwayne Hunn Richard D. Huntwork
Gary Hursh Dorothy M. Hutchinson Kenneth E. Hutchinson
Steven Hyzer Angelina C. Ibarguen
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Joan IntratorDr. Shirley Isaacson and John Honigsfeld
Carolyn T. Israel James W. Ivens
Jacquelyne F. Jackson George Janiszewski and Laura Janiszewski
Jacqueline Jankowski Diana L. Janzen
Roy H. Jarl Ronald S. Jayor
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Dr. Ervin Jindrich and Dr. Denise Jindrich Bruce Joffe
Andrew Johns Bruce Johnson
Eddie B. Johnson Eva M. Johnson
Kenneth F. Johnson and Jane D. Johnson Craig E. Johnson Wesley Johnson
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Wilma W. Johnston Karen R. Joliffe and Philip Gara
Ralph Jones Patricia L. Jones
Margaret C. Jordan Mark E. Kaminsky and Peggy Kaminsky Lawrence Kampa and Marjorie Kampa
John M. Kane and F. Malinda Daugherty Cecile Kaplan Jeffrey Kaplan
Thomas Karnes and Helen Hinke Heron Joseph Katz Paula Katz
Florence N. Kawagoye Saul Kay
Ralph Kazanjian and Elise Kazanjian Doris M. Keller
Luz Keller Don W. Kelley
Paul S. Kelly and Barbara C. Kelly Jo W. Kemling
Mr Jack Kennedy and Mary Kennedy Kathleen Kennedy Sanchez
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Earl G. KershnerRichard Keyes and Sally O. Keyes
Sepideh Khosrowjah and Hamid Ehya Granville F. Kibbee and Priscilla J. Kibbee Michele D. Kibrick and Robert I. Kibrick
Brian Kiely Elizabeth A. Kimble
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Josephine R. Klingler Robert L. Knox
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Zora Kolkey Karl Konnerth and Julie Ambrosia
Robert C. Konop Mary Kopetzke
E. F. Kowalczyk and J. S. Kowalczyk Scott Kravitz
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Paul Lowry and Ann Lowry Jerome Lubin and Eve Lubin
G. Nelson Lucas and Beverly Alice Lucas David A. Luchaka
Dan D. Lucid and Judith Lucid Antonia Nina Luke
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James W. Lydick Gertrude K. MacFarlane
Vicki M. MacIntyre Francis N. MacIntyre
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Dennis K. Mann and Karen E. Revay Norman Manoogian and Jone Manoogian
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Donald MyersDonovan A. Myers, PsyD
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Wilma Nedrow Theron F. Nelson
Richard Nelson Gene J. Neri
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Craig Nilmeier JoAnn Nistas Forrest Nixon
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Charles M. Ogden and Anita T. Ogden William P. Olivito Thomas R. Olsen
Kenneth C. Olson and Eunice Olson Annette Osenga and Robert McCockran
Fred C. Oshiro and V.E. Oshiro John Ostarello and Georgiandra Ostarello
Tom Owens and K.A. Owens Ralph Page
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Richard Palthe Annette Paluska
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Michael J. Pascale and Lisa M. Pascale James Patmore and Leda Patmore William Patrick and Hans Schacht
Willie L. Patterson Vernon Patterson and Louise Patterson
Florence J. Paul R. D. Payne and Barara J. Payne
Ned Pearlstein Eve Pell
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Thomas E. Perry Ralph G. Peters Keith Peterson
Bernard E. Peterson and Marion Peterson Mary E. Peterson
Ray Peterson and Ettamarie Peterson Bruton R. Peterson
W. Peterson and A. Peterson Bernard Pfefer and Rozalia Pfefer
Al Pickrel Robert M. Pickle G. Allen Pickrel Jean C. Pierce
William D. Piercy Elizabeth Pierson
Ernest A. Plattner and Rita L. Plattner Steven Podesta Charles L. Polep
Erik Pontoppidan and Elsa Pontoppidan Ralph O. Porter and Janet M. Porter
Marian Pratt Peter R. Preiswerk and Johanna Preiswerk
Robert Puppo and Mary Alice Puppo James S. Puskar and Eleanor M. Rush
Denis Quinn and Gregoria Quinn Paul Quintero
Jack Rafferty and Lin L. Rafferty Robert Raful and Susy Raful
Sharon Rakunas Catharine J. Ralph
Sigrid E. Ramos Albino Ramos and Joyce Ramos
Eric G. Ramstrom and Shirley Ramstrom Thomas Rankin
William Ranseen James Raugust and Margherita Raugust Norman Ravizza and Mary Anne Ravizza
Alan M. Raznick and Nancy Raznick Maurine A. Reagan
Joel Recinos Marcia Reed
Randall Reedy Curtis J. Reeves and Virginia R. Reeves
Rhea Rehark-Griffith Charlotte Reichert and Guenter Reichert
John C. Reiger and Debra L. Reiger
Stephen C. Reilly Sam Resnick and Patricia Resnick
Bill Rett and Judy A. Barnes Teresa S. Reynolds
Ray T. Reynolds and Yolanda G. Reynolds Chester D. Rhoan
Martin A. Rhodes and Roslyn B. Rhodes William B. Ricard
Barbara RiceD.C. Richardson and M.E. Richardson
F. Rieben and S. Rieben Robert Riegg and Patricia Riegg
Kim Ries Edward Rimer
George Ritchey John K. Robe and Kathleen M. Robe
Justine Roberts Raymond J. Roberts Norman F. Robinson
Rita Robison Rand B. Robison and Joyce M. Robison
Ruth RobinsonDavid Rockwell and Nancy Smith
Richard A. Rodewald and Jill H. Rodewald Ronald L. Rogers
Michelle Rojas David Romano
Louella I. Romero Frank J. Roppolo
and Edward G Rosen Nathan Rosenblatt and Ada Rosenblatt
David J. Rosensteel Lawrence RosenthalDr. Gregory A. Ross Edna C. Rossenas Devora RossmanMargaret C. Rowe
Gloria J. Rownd Melinda Roy
Donald R. Rush Verna M. Ruvalcaba Verrill A. Ryckman
Alfred Sacker Stephen Sacks Mary M. Sadler Jean L. Salmon
Richard M. Saltsman Thomas T. Samaras
Jack A. Samosky Alan Sandine
S. Sanow and A. Sanow Mary C. Santana
Mark Sapiro Russel B. Sartor, Jr.
Jack Sawyer William V. Sayner
Dr. Stephen M. Scappa and Honey Scappa
Susan SchacherRobert I. Schacter DDS
Charles J. Schafer Ronald Schaffer and Roberta Schaffer
E. A. Schegloff and M J.W. Schegloff Regina Scheiding
Madeliene Scheiman Elinor Schell
Mignon Scherer William F. Schick
Deanna Schiel Jane E. Schimmel and Michael Schimmel
Hartland Schmidt William A. Schneck and Maria R. Schneck
Susan Schneider Fred Schoen and Phyllis Schoen
Robert Scholten and Dorothy Scholten Wallace J. Schwam
Charles Schwarz and Patricia J. Schwarz Ann SebastianAshis Sengupta
W. Shafer and J. Shafer Georgina Sham
Alexander J. Shand and Patricia A. Shand Jack Shannon
Harold Shenson Glenn J. Sheppard and Floretta M.
SheppardLindsey R. Shere
Susan SherkMarvin Sherman and Helen Reiner
Mark L. Sherman Anthony Shindelus and Barbara Shindelus
Barbara Showler David A. Shum and Karen J. Goff
Frank Sieferman and Jane Sieferman Edward Siegel and Elsie Siegel
Richard B. SilbertMichael Silver and Christine Ratekin
Leonard R. Silvey and Helene J. Hannum Warren G. Simms and Virginia H. Simms
Allen Simontacchi Rita L. Simonton
John SimpsonDr. Elizabeth L. Simpson and John Wurr
Roy M. Signer and Sarah S. Singer David Skillman Martha R. Sklar
Joseph Sklar and Rita W. Sklar Carolyn J. Smith
Helen Smith Grant B. Smith and Elizabeth V. Smith
Frances M. Smith Barbara Smith Phyllis Smith
Ila J. SmithD. A. Sniderman and A. Sniderman
David Snow Joanne W. Sobel
R. Solomon and D.A. Solomon Carolyn Sonfield
David Sonneborn Robert W. Sonoga and Marjory Sonoga
Deborah Spangler John H. Spark and Wanda J. Spark
Col. Paul N. Spencer Victor F. Sprajc and Darlene Sprajc
Milton Spraker and Christine Spraker Beverley Spurgeon
Susan St. Aubin Frederick Stamberger
Lucille Stanke Kendyll Stansbury
Peter Stansky Alice P. Stauffer R. W. Stayboldt
Yvonne M. Steffen Carl Stein
Evelyn Stein and Edward M. Krakauer Dorothy Steiner
Margaret Garth Steinert Greene Lisa Steingart
Harvey Steinhaus Mark D. Steisel and Sara Slavin Steisel
Dr. Martin H. Sternstein Ben F. Stetson
Peter J. Stevenson Clinton Stevenson and Shirley Stevenson
Albert G. Stone and Arlene A. Stone Tyler Stone
Elizabeth Storey Marilyn J. Story
Robert B. Stout and Aileene T. StoutI. Strantz
William R. Stratton George Strauss
Gordon Strickland and Jananne Strickland Rosanne Strucinski
Doris E. Sturgess Jon M. Sturtevant
Frederick Styles and Anne Styles John M. Suarez and Sheila Suarez
John Sugar Timothy J. Sullivan and Shirley A. Sullivan
Jeannette B. Sullivan Angelina Summers Jean L. Sutherland
Henry V. Swerkes and Barbara T. Swerkes Judith A. Swerling
Laurence D. Sykes and Ann N. Sykes Jean-Luc Szpakowski Wilbur K. Takashima
Jeanne Tate Lauryn Taylor and Kathy Zbikowski-Taylor
Zeena TendisLynn Tharsing
Donald M. Thomas Bertha L. Thomas
Thomas A. Thornton Susan Thwaits
F I N A N C I A L N O T E S
Y E A R E N D 2 0 1 3 - 2 0 1 4
SAVING TURN THOUSANDS OF DOLLARS EACH YEAR
CHIEF FINANCIAL OFFICER
RICHARD PEREZ
CFO Richard Perez contin-
ues to look for cost-cutting
measures to save the organ-
ization thousands of dollars
while operating efficiently.
Perez and his staff prepare
over 100 legal filings per year,
help answer members’ ques-
tions, keep the office running
smoothly, and are respon-
sible for making sure you get
receipts in a timely manner.
Deposits
$46,711
Grants Receivable
$30,000
Current Assets
$12,284Accounts Receivable
$2,467,668
Other Assets$1,040,361
A S S E T S
Cash and Cash Equivalents
$1,245,498
Gregory TiedeDr. Sidney Tiedt and Shelia McGann-Tiedt
Dr. Robert F. Tobias and Patsy Tobias Robert Tom
Stephanie TombrelloCol. Fred B. Tomlinson and Jan Tomlinson
Jess M. Torres and Dola Torres Claude Torrez
Marian TotherohCMSGT Rocco J. Colella (Ret.)
Paul Trimble Christine Trzcinski
June Tschanz Susan Tuohy
Myron M. Turbow and Ellen Turbow Harry Turenchalk
Sid Turkish and Michele Turkish Glenyth A. Turner
Mary TurneyJ.J. Udovich
Erwin A. Ulbrich Jr. and Myrna Ulbrich. Jean Ulversoy
Roselva Ungar Jeffrey R. Urnes
Grant J. Ute Mary Vail
David N. Valkenaar and Lisa Valkenaar Don Vallens
Mary Vallindras Judith A. Van Austen
Richard G. VandeA.F. Vandenberg and M. Carmen
Vandenberg Patricia Vanguilder
S. Clyde Vaughn and Barbara C. Vaughn William Vederman
Thomas A. Velasquez and Ruth L. Velasquez
Frank R. Vitale Barbara Vlamis
Ruth S. Vose and Arthur Feinstein Harold L. Votey
Elmer E. Wachter and Carole WachterDr. Gerald M. Wagger
Robin Bedell-Waite and Thomas P. Waite Elizabeth Waldburger
David A. Waldref and Barbara J. Shupe Laurence Walker and Ruth Walker
Donald R. Walker and Trudi V. Walker Mark D. Wallace and Marilyn H. Wallace
Steven P. Wallace B. Waln and M. Waln
Leta I. WalterTanis Walters Joyce Walton
Eileen M. Wampole Richard Wanger
Lorraine Ward Richard E. Warrick
Rosalynde J. Washburn Cheryl Washington
Harold D. Watkins and Betty B. Watkins Marietta R. Watkins Virginia R. Watson
Harold F. Weaver and Cecile T. Weaver Cynthia Weber
T.D. Weber and K. Stowers-Weber Richard H. Weinberg and Jeannette M.
Weinberg Frank Weinberger
Jonathan Weinstock Jael Weisman
Richard Weiss and Nancy Weiss Jeffrey Weiss
Carol Wells and Theodore Hajjar Dennis L. West
Wayne P. Westerman Ronald L. Westlake and Lila M. Westlake
Ewart Wetherill and Virginia Wetherill Otto Wetzer and Magdalena Wetzer
Willard T. Wheeler and Evelyn Wheeler` James M. White and Rosalia White
Elise White Fritz S. Wiedmer and Gisela Wiedmer
Arlene Wilcox Forrest B. Wilde and Grace Wilde
Robert G. Wilhelm Douglas E. Wilkerson
Hope WilliamsLynn Williams
Philip C. Williams and Ellen S. Williams Carole Williams
L. Bruce Wilner and Elinor Wilner Ronald G. Wilson
Bruce T. Wilson and Sayoko K. Wilson Helen B. Wilson Linda A. Wilson David H. Winer
Joe Winkel Deana Winters
Martha A. Winters Jonathan Wittwer and Susan Wittwer
Marvin Wolf and Karla Wolf Vera Wolf and William Wolf
Cynthia M. Wood Robert Wood and Deanne WoodC.E. Woodward and B. Woodward
Michael Wright Armin T. Wright and Anne Irving
Kenneth A. Wright and Mourlene H. Wright
Kenneth L. Wuertz and E. LaVonne Wuertz
Anne E. Wurr William T. Wygal
Russell L. Wylde and Nancy J. Wylde Ronald Wynn and Karen James
Gerald YaffeChiyo Yakushi
Michael Yambra Helene Young
Ted Young Dariush Youssefi and Helga Youssefi
Zawadzki FamilyOpheliai Zeff
Don Zeman and Beverly T Zeman Sanuel. L. Ziegler
Karin L. Zimmermann Wendy Zukas Richard Zukin Bea Zwerdling
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