U.S. Department of Labor
Office of Labor-Management Standards
Washington, DC 20210 		FORM LM-2 LABOR ORGANIZATION ANNUAL REPORT Form Approved
Office of Management and Budget
No. 1245-0003
Expires: 09-30-2021
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
542-233
2. PERIOD COVERED
From01/01/2020
Through12/31/2020
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
SERVICE EMPLOYEES
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
 6. DESIGNATION NBR
200
7. UNIT NAME (if any)
UNITED
8. MAILING ADDRESS (Type or print in capital letters)
First Name
SCOTT
 Last Name
PHILLIPSON
P.O Box - Building and Room Number

Number and Street
731 JAMES STREET, SUITE 300
City
SYRACUSE
State
NY		 ZIP Code + 4
132011130


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.)
70. SIGNED:Scot R PhillipsonPRESIDENT71. SIGNED:Elizabeth L GolembeskiTREASURER
Date:Mar 18, 2021Telephone Number:315-424-1750Date:Mar 18, 2021Telephone Number:315-424-1750
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 542-233
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(a). During the reporting period did the labor organization have a political action committee (PAC) fund?No
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?No
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?04/2022
20. How many members did the labor organization have at the end of the reporting period?14,730
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees$0perMonth$12.65$77
(b) Working Dues/Fees$0perMonth$0$0
(c) Initiation Fees$0perMonth$15$50
(d) Transfer FeesN/AperMonthN/AN/A
(e) Work PermitsN/AperMonthN/AN/A

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 542-233

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $385,855$357,493
23. Accounts Receivable1$332,521$418,080
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $69,337$28,737
26. Investments5$1,273,485$1,470,011
27. Fixed Assets6$34,474$28,947
28. Other Assets7$0
29. TOTAL ASSETS $2,095,672$2,303,268

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$257,883$291,082
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$0$0
34. TOTAL LIABILITIES $257,883$291,082
35. NET ASSETS$1,837,789$2,012,186
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 542-233

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $5,385,220
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $35,542
39. Sale of Supplies $0
40. Interest $10,883
41. Dividends $78,869
42. Rents $22,361
43. Sale of Investments and Fixed Assets3$379,873
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$181,620
49. TOTAL RECEIPTS $6,094,368
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$2,085,032
51. Political Activities and Lobbying16$102,965
52. Contributions, Gifts, and Grants17$1,100
53. General Overhead18$752,937
54. Union Administration19$60,250
55. Benefits20$980,922
56. Per Capita Tax $1,516,983
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$451,696
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 $170,845
  
66. Subtotal $6,122,730
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$518,277  
  67b. Less Total Disbursed$518,277  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $6,122,730
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 542-233

Entity or Individual Name
(A) 		Total Account Receivable
(B) 		90-180 Days
Past Due
(C) 		180+ Days
Past Due
(D) 		Liquidated Account
Receivable
(E)
Total of all itemized accounts receivable$0$0$0$0
Totals from all other accounts receivable$418,080   
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $418,080$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 542-233

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A) 		Loans
Outstanding at
Start of Period
(B) 		Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1) 		Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not listed above     
Total of all lines above$0$0$0$0$0
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 542-233

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Gross Sales Price
(D) 		Amount Received
(E)
Total of all lines above$1,828,719$1,828,719$1,960,619$1,960,619
Managed Hedge Fund - Return of Principal $9,825$9,825$9,825$9,825
Money Market Fund$1,022,546$1,022,546$1,022,546$1,022,546
Fixed Income Funds$191,063$191,063$211,096$211,096
Equity Securities$193,078$193,078$286,793$286,793
US Treasury Securities$412,207$412,207$430,359$430,359
Less Reinvestments$1,580,746
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$379,873
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 542-233

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$2,032,442$2,032,442$2,032,442
Money Market Funds$961,432$961,432$961,432
Fixed Income Funds$382,772$382,772$382,772
Equity Securities$286,792$286,792$286,792
US Treasury Securities$395,081$395,081$395,081
5 Laptops$6,365$6,365$6,365
 Less Reinvestments$1,580,746
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$451,696
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 542-233

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost$1,470,011
B. Total Book Value$1,470,011
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • Manning & Napier Fund New Credit Series
$294,094
Other Investments 
D. Total Cost
E. Total Book Value
F. List each other investment which has a book value over $5,000 and exceeds 5% of Line E.  Also, list each subsidiary for which separate reports are attached.  
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $1,470,011
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 542-233

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)$0 $0$0
B. Buildings (give location)$0$0$0$0
C. Automobiles and Other Vehicles
D. Office Furniture and Equipment$608,226$581,047$27,179$27,100
E. Other Fixed Assets$8,724$6,956$1,768$1,700
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $616,950$588,003$28,947$28,800
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 542-233

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 542-233

Entity or Individual Name
(A) 		Total Account
Payable
(B) 		90-180 Days
Past Due
(C) 		180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable$0$0$0$0
Total from all other accounts payable$291,082$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $291,082$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 542-233

Source of Loans Payable at Any
Time During the Reporting Period
(A) 		Loans Owed at
Start of Period
(B) 		Loans Obtained
During Period
(C) 		Repayment
During Period
Cash
(D)(1) 		Repayment
During Period
Other Than Cash
(D)(2) 		Loans Owed at
End of Period
(E)
Total Loans Payable$0$0$0$0$0
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 542-233

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 542-233

(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) through (F) 		(H)
TOTAL
A
B
C 		Phillipson ,  Scott   R
President
C		$124,070$0$7,935$0$132,005
I
Schedule 15
Representational Activities 		65 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		15 % Schedule 19
Administration 		10 %
A
B
C 		Golembeski ,  Elizabeth  
Secretary/Treasurer
C		$90,705$0$4,375$0$95,080
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		20 % Schedule 19
Administration 		5 %
A
B
C 		Marshall-Hosier ,  Dawn   M
Executive Vice President
C		$75,372$0$6,675$0$82,047
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Moultrie ,  Kaseem  
Recording Secretary
C		$75,451$0$8,517$0$83,968
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Polnak ,  Christine  
Vice President
C		$0$675$0$540$1,215
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Walker ,  John  
Sergeant at Arms
C		$0$675$0$0$675
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Delbrocco ,  Jody  
Executive Board
C		$82,013$0$10,157$0$92,170
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Waters ,  John  
Executive Board
C		$0$675$0$0$675
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Balandis ,  Karen  
Executive Board
C		$0$675$0$300$975
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Lesnau ,  Mary Jane  
Executive Board
C		$0$450$0$0$450
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Grier ,  Odessa  
Executive Board
C		$0$675$0$0$675
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Morrison ,  Patricia  
Executive Board
C		$0$675$0$0$675
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Baker ,  Rockwell  
Executive Board
C		$0$675$0$192$867
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Pinchbeck ,  Steve  
Executive Board
C		$0$675$0$0$675
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Broadhurst ,  Wendall  
Executive Board
C		$0$675$0$240$915
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Crone ,  William  
Executive Board
C		$0$675$0$201$876
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Loftus ,  Robert  
Trustee
C		$82,533$0$7,785$0$90,318
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Constable ,  Jana  
Trustee
C		$0$675$0$400$1,075
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Dennis ,  Jerry  
Trustee
C		$0$250$0$0$250
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Weatherwax ,  Dale  
Executive Board
P		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Woodworth ,  Donald  
Executive Board
P		$0$0$0$960$960
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Bauer ,  Leroy  
Executive Board
P		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
Total Officer Disbursements$530,144$8,125$45,444$2,833$586,546
Less Deductions    $132,126
Net Disbursements    $454,420
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 542-233

(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) through (F) 		(H)
TOTAL
A
B
C 		Allen ,  Jake  
Organizer
None		$58,106$0$6,158$0$64,264
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Bodnar ,  Rebecca   A
Bookkeeper
None		$7,632$0$0$0$7,632
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		90 % Schedule 19
Administration 		10 %
A
B
C 		Ceravolo ,  Shelley  
Director, Member Strength
None		$91,949$0$10,663$0$102,612
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Collins ,  Sean   P
Lead Organizer
None		$69,153$0$7,035$0$76,188
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		5 %
A
B
C 		Davis ,  Lee   W
Representative
None		$67,044$0$7,866$0$74,910
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Desmond ,  Dominic  
Organizer
None		$49,967$0$1,325$0$51,292
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Dowsett ,  Jessica  
Lead Political Director
None		$70,749$0$6,057$0$76,806
I
Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		70 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		5 %
A
B
C 		Dryzmala ,  Ashley  
Representative
None		$64,694$0$6,339$0$71,033
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Fitzgerald ,  Patrick  
Representative
None		$20,000$0$0$0$20,000
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Machanoff ,  Christopher  
Director of Organizing
None		$83,498$0$10,382$0$93,880
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		5 %
A
B
C 		Mahoney ,  Robert  
Representative
None		$67,764$0$7,111$0$74,875
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Maxsween ,  Leanne   A
Assistant Bookkeeper
None		$36,822$0$0$0$36,822
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		95 % Schedule 19
Administration 		5 %
A
B
C 		McClure ,  Douglas   M
Representative
None		$63,611$0$8,421$0$72,032
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Ott ,  Calvin   L
Representative
None		$73,478$0$7,067$0$80,545
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Palmer ,  David   J
Representative
None		$77,531$0$9,573$0$87,104
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Pugh ,  Brian  
Representative
None		$67,750$0$6,140$0$73,890
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Rostain ,  Mila  
Organizer
None		$71,871$0$275$0$72,146
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Sanders ,  Emily  
Organizer
None		$51,744$0$7,671$0$59,415
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Schneeberg ,  August   E
Communications Director
None		$80,736$0$9,396$0$90,132
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Smikle ,  Charleine  
Representative
None		$67,364$0$7,463$0$74,827
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Thompson ,  Carmella   C
Representative
None		$58,106$0$7,077$0$65,183
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		VanAllman ,  Connor  
Organizer
None		$69,004$0$1,284$0$70,288
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Warden ,  Joshua   L
Representative
None		$37,224$0$3,285$0$40,509
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Fox ,  Carly  
Representative
None		$45,042$0$3,500$0$48,542
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Smith ,  Carly  
Representative
None		$30,920$0$6,764$0$37,684
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Leib ,  Maureen  
Bookkeeper
None		$13,258$0$0$0$13,258
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		90 % Schedule 19
Administration 		10 %
A
B
C 		Dunn ,  Brendan  
Organizer
None		$8,048$0$1,096$0$9,144
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$45,159$45,159
I Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		90 % Schedule 19
Administration 		10 %
Total Employee Disbursements$1,548,224$0$141,948$0$1,690,172
Less Deductions    $386,151
Net Disbursements    $1,304,021
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 542-233

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 14,730 
Agency Fee Payers*69
Total Members/Fee Payers14,799 
*Agency Fee Payers are not considered members of the labor organization.
Human Services Agencies3,089Yes
Public3,197Yes
Janitorial683Yes
College & Universities5,360Yes
Healthcare1,578Yes
Other698Yes
Retired Members125Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 542-233

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$144,365
2. Named Payer Non-itemized Receipts$37,255
3. All Other Receipts$0
4. Total Receipts$181,620
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$1,100
6. Total Disbursements$1,100
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$47,674
3. To Officers$505,616
4. To Employees$1,521,194
5. All Other Disbursements$10,548
6. Total Disbursements$2,085,032
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$108,862
2. Named Payee Non-itemized Disbursements$294,285
3. To Officers$38,817
4. To Employees$94,425
5. All Other Disbursements$216,548
6. Total Disbursements$752,937
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$36,000
3. To Officers$13,201
4. To Employees$53,764
5. All Other Disbursements$0
6. Total Disbursements$102,965
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$28,913
4. To Employees$20,789
5. All Other Disbursements$10,548
6. Total Disbursements$60,250
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 542-233

Name and Address
(A)
Service Employees International

1800 Massachusetts Avenue
Washington
DC
20005
Type or Classification
(B)
Wage Reimbursement
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$144,365
Total Non-Itemized Transactions with this Payee/Payer$10,560
Total of All Transactions with this Payee/Payer for This Schedule$154,925
Wage Reimbursement 08/31/2020$144,365
Name and Address
(A)
SEIU Local 200United Benefit Fund

731 James Street
Syracuse
NY
13201
Type or Classification
(B)
Health Insurance Reimbursement
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$26,695
Total of All Transactions with this Payee/Payer for This Schedule$26,695
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 542-233

Name and Address
(A)
1659 Realty, LLC

1659 Central Avenue
Albany
NY
12205
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,280
Total of All Transactions with this Payee/Payer for This Schedule$5,280
Name and Address
(A)
Kinexus Properties

201 Jefferson St. Suite 200
Syracuse
NY
13220
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,219
Total of All Transactions with this Payee/Payer for This Schedule$12,219
Name and Address
(A)
Law Offices Mairead Connor

100 E Washington Street
Syracuse
NY
13202
Type or Classification
(B)
Legal Expense
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$13,996
Total of All Transactions with this Payee/Payer for This Schedule$13,996
Name and Address
(A)
Lucas & Green, LLC

100 Butterville Road
New Palz
NY
14561
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$3,439
Total of All Transactions with this Payee/Payer for This Schedule$3,439
Name and Address
(A)
North Forest Properties #1, LLC
3107

Buffalo
NY
14240
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,065
Total of All Transactions with this Payee/Payer for This Schedule$7,065
Name and Address
(A)
Unversity Business Center

1S Washington St., Ste 200
Rochester
NY
14614
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,675
Total of All Transactions with this Payee/Payer for This Schedule$5,675
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 542-233

Name and Address
(A)
Bolton-St Johns LLC

146 State Street
Albany
NY
12207
Type or Classification
(B)
Lobbyist
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$36,000
Total of All Transactions with this Payee/Payer for This Schedule$36,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 542-233

Name and Address
(A)




-1
Type or Classification
(B)
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 542-233

Name and Address
(A)
1659 Realty, LLC
1659 Central Avenue

Albany
NY
12205
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$21,120
Total of All Transactions with this Payee/Payer for This Schedule$21,120
Name and Address
(A)
CNA Insurance
382033

Pittsburgh
PA
15250
Type or Classification
(B)
Auto, Property Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,292
Total of All Transactions with this Payee/Payer for This Schedule$7,292
Name and Address
(A)
Cotsworld Concepts

4 Columbia Court
Baulkham, Austrailia
00
NSW 2153
Type or Classification
(B)
Membership Database
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$23,400
Total of All Transactions with this Payee/Payer for This Schedule$23,400
Name and Address
(A)
De Lage Landen
41602

Philadelphia
PA
19101
Type or Classification
(B)
Copier Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,366
Total of All Transactions with this Payee/Payer for This Schedule$8,366
Name and Address
(A)
Hummel's Office Plus
351

Herkimer
NY
13350
Type or Classification
(B)
Office Supplies
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,407
Total of All Transactions with this Payee/Payer for This Schedule$6,407
Name and Address
(A)
Integra Consulting Inc.

6207 Keystone Way
Jamesville
NY
13078
Type or Classification
(B)
IT Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,067
Total Non-Itemized Transactions with this Payee/Payer$14,632
Total of All Transactions with this Payee/Payer for This Schedule$19,699
IT Consultant08/13/2020$5,067
Name and Address
(A)
Kinexus Properties

201 Jefferson St., Ste 200
Syracuse
NY
13220
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$48,876
Total of All Transactions with this Payee/Payer for This Schedule$48,876
Name and Address
(A)
Law Offices Mairead Connor

100 E Washington Street
Syracuse
NY
13202
Type or Classification
(B)
Legal Expense
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$31,149
Total Non-Itemized Transactions with this Payee/Payer$30,536
Total of All Transactions with this Payee/Payer for This Schedule$61,685
Legal Services02/17/2020$10,548
Legal Services06/10/2020$7,056
Legal Services07/16/2020$8,379
Legal Services08/14/2020$5,166
Name and Address
(A)
Lucas & Green LLC

100 Butterville Road
New Palz
NY
12561
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$13,757
Total of All Transactions with this Payee/Payer for This Schedule$13,757
Name and Address
(A)
North Forest Properties #1, LLC
3107

Buffalo
NY
14240
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$28,259
Total of All Transactions with this Payee/Payer for This Schedule$28,259
Name and Address
(A)
NYS Insurance Fund
4788

Syracuse
NY
13221
Type or Classification
(B)
Workers Comp Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,641
Total of All Transactions with this Payee/Payer for This Schedule$12,641
Name and Address
(A)
Purchase Power
371874

Pittsburgh
PA
15250
Type or Classification
(B)
Postage
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,025
Total of All Transactions with this Payee/Payer for This Schedule$8,025
Name and Address
(A)
SEIU Local200 United Benefit Fund

731 James Street
Syracuse
NY
13201
Type or Classification
(B)
Reimbursement for temporary bookkeeper
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$47,896
Total Non-Itemized Transactions with this Payee/Payer$31,069
Total of All Transactions with this Payee/Payer for This Schedule$78,965
Reimbursement for temporary bookkeeper06/04/2020$5,231
Reimbursement for temporary bookkeeper08/05/2020$5,231
Reimbursement for temporary bookkeeper11/04/2020$5,268
Reimbursement for temporary bookkeeper12/28/2020$32,166
Name and Address
(A)
The Bonadio Group

171 Sully's Trail
Pittsford
NY
14534
Type or Classification
(B)
Accounant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$24,750
Total Non-Itemized Transactions with this Payee/Payer$3,800
Total of All Transactions with this Payee/Payer for This Schedule$28,550
Accounting Services03/26/2020$15,500
Accounting Services04/29/2020$9,250
Name and Address
(A)
U.S. Bank Equipment Finance
790448

St. Louis
MO
63179
Type or Classification
(B)
Copier Lease
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$13,403
Total of All Transactions with this Payee/Payer for This Schedule$13,403
Name and Address
(A)
University Business Center

1S Washington St. Ste 200
Rochester
NY
14614
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$22,702
Total of All Transactions with this Payee/Payer for This Schedule$22,702
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 542-233

Name and Address
(A)




-1
Type or Classification
(B)
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 542-233

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$980,922
Health Insurance BenefitsBuilding Service 22BJ Benefit Fund$578,056
Pension BenefitsSEIU Affiliates Pension Fund$382,697
Employer 401(k) MatchSEIU Local 200United 401(k) Plan$13,042
Life InsuranceThe Standard Life Ins. Company$7,127
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 542-233


Question 10: The Service Employee Benefit Fund, EIN #15-0613682 A multiemployer defined Benefit Welfare Plan that provides health, hospital, medical, surgical, vision, dental, accidental death, life insurance and disability insurance benefits for eligible employees covered by the Collective Bargaining Agreements. Service Employee Pension Fund of Upstate New York, EIN #16-0908576 - A multiemployer defined benefit plan that provides retirement benefits for all eligible employees covered by the Collective Bargaining Agreements. SEIU Local 200United 401(k) Plan, EIN #27-4279216 - A multiemployer defined contribution Pension Plan that provides a retirement benefits for all eligible employees of SEIU Local 200United.

Question 12: The audit of the Local was performed by Bonadio & Co., LLP.

Schedule 13, Row1:

Schedule 13, Row1:::::Members pay dues at the full rate.

Schedule 13, Row1:

Schedule 13, Row1:::::

Schedule 13, Row2:

Schedule 13, Row2:::::Members pay dues at the full rate.

Schedule 13, Row2:

Schedule 13, Row2:::::

Schedule 13, Row3:

Schedule 13, Row3:::::Members pay dues at the full rate.

Schedule 13, Row3:

Schedule 13, Row3:::::

Schedule 13, Row4:

Schedule 13, Row4:::::Members pay dues at the full rate.

Schedule 13, Row4:

Schedule 13, Row4:::::

Schedule 13, Row5:

Schedule 13, Row5:::::Members pay dues at the full rate.

Schedule 13, Row5:

Schedule 13, Row5:::::

Schedule 13, Row6:

Schedule 13, Row6:::::Members pay dues at the full rate.

Schedule 13, Row6:

Schedule 13, Row6:::::

Schedule 13, Row7:

Schedule 13, Row7:::::

Schedule 13, Row7:

Schedule 13, Row7:::::Members pay dues at the full rate.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)