000-039 (LM2) 12/31/2020

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
000-039

2. PERIOD COVERED
From	01/01/2020
Through	12/31/2020

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 UTILITY WORKERS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.) NATIONAL HEADQUARTERS	6. DESIGNATION NBR
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name MICHAEL	Last Name COLEMAN
P.O Box - Building and Room Number
Number and Street 1300 L Street NW, Ste. 1200
City WASHINGTON
State DC	ZIP Code + 4 20005

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:

James T Slevin

PRESIDENT

71. SIGNED:

Michael A Coleman

TREASURER

Date:

Mar 29, 2021

Telephone Number:

202-899-2851

Date:

Mar 29, 2021

Telephone Number:

202-974-8200

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

ITEMS 10 THROUGH 21

FILE NUMBER: 000-039

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?	Yes
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?	Yes
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?	06/2023

20. How many members did the labor organization have at the end of the reporting period?

43,159

21. What are the labor organization's rates of dues and fees?

Rates of Dues and Fees
Dues/Fees	Amount		Unit	Minimum	Maximum
(a) Regular Dues/Fees	25.68	per	Month	25.68	25.68
(b) Working Dues/Fees	N/A	per	N/A	N/A	N/A
(c) Initiation Fees	Varies	per	Initial	2	50
(d) Transfer Fees	N/A	per	N/A	N/A	N/A
(e) Work Permits	N/A	per	N/A	N/A	N/A

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

STATEMENT A - ASSETS AND LIABILITIES

FILE NUMBER: 000-039

ASSETS

ASSETS	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
22. Cash		$5,775,559	$7,599,345
23. Accounts Receivable	1	$1,595,182	$2,375,375
24. Loans Receivable	2		$0
25. U.S. Treasury Securities		$0	$0
26. Investments	5	$13,053,035	$13,512,549
27. Fixed Assets	6	$51,828	$46,749
28. Other Assets	7	$96,458	$177,847
29. TOTAL ASSETS		$20,572,062	$23,711,865

LIABILITIES

LIABILITIES	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
30. Accounts Payable	8	$201,382	$169,192
31. Loans Payable	9		$0
32. Mortgages Payable		$0	$0
33. Other Liabilities	10	$2,814,474	$3,080,697
34. TOTAL LIABILITIES		$3,015,856	$3,249,889

35. NET ASSETS

$17,556,206

$20,461,976

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

STATEMENT B - RECEIPTS AND DISBURSEMENTS

FILE NUMBER: 000-039

CASH RECEIPTS	SCH	AMOUNT
36. Dues and Agency Fees		$0
37. Per Capita Tax		$12,612,469
38. Fees, Fines, Assessments, Work Permits		$18,642
39. Sale of Supplies		$48,917
40. Interest		$103,326
41. Dividends		$349,141
42. Rents		$0
43. Sale of Investments and Fixed Assets	3	$0
44. Loans Obtained	9	$0
45. Repayments of Loans Made	2	$0
46. On Behalf of Affiliates for Transmittal to Them		$250,917
47. From Members for Disbursement on Their Behalf		$0
48. Other Receipts	14	$408,881
49. TOTAL RECEIPTS		$13,792,293

CASH DISBURSEMENTS		SCH	AMOUNT
50. Representational Activities		15	$3,914,902
51. Political Activities and Lobbying		16	$244,709
52. Contributions, Gifts, and Grants		17	$99,410
53. General Overhead		18	$1,137,814
54. Union Administration		19	$2,336,378
55. Benefits		20	$2,752,267
56. Per Capita Tax			$410,897
57. Strike Benefits			$0
58. Fees, Fines, Assessments, etc.			$0
59. Supplies for Resale			$17,771
60. Purchase of Investments and Fixed Assets		4	$463,747
61. Loans Made		2	$0
62. Repayment of Loans Obtained		9	$0
63. To Affiliates of Funds Collected on Their Behalf			$249,834
64. On Behalf of Individual Members			$0
65. Direct Taxes			$341,561

66. Subtotal			$11,969,290
67. Withholding Taxes and Payroll Deductions
67a. Total Withheld	$1,907,292
67b. Less Total Disbursed	$1,906,509
67c. Total Withheld But Not Disbursed			$783
68. TOTAL DISBURSEMENTS			$11,968,507

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE

FILE NUMBER: 000-039

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	$424,059	$91,273	$79,193	$0
Totals from all other accounts receivable	$1,951,316	$11,429	$19,342	$0
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B))	$2,375,375	$102,702	$98,535	$0
Local 132, UWUA AFL-CIO	$305,520	$72,702	$14,911	$0
Local 51, UWUA AFL-CIO	$52,228	$340	$51,565	$0
Local 118, UWUA AFL-CIO	$25,345	$12,684	$0	$0
Local 609, UWUA AFL-CIO	$23,386	$0	$6,411	$0
Local 565, UWUA AFL-CIO	$8,474	$2,080	$4,134	$0
Local 283, UWUA AFL-CIO	$9,106	$3,467	$2,172	$0

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 2 - LOANS RECEIVABLE

FILE NUMBER: 000-039

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

Totals will be automatically entered in...

Item 24
Column (A)

Item 61

Item 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: 000-039

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	$455,041	$455,041	$461,518	$461,518
Marketable Securities	$455,041	$455,041	$461,518	$461,518

				Less Reinvestments	$461,518
(The total from Net Sales Line will be automatically entered in Item 43)				Net Sales	$0

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 000-039

Description (if land or buildings, give location) (A)	Cost (B)	Book Value (C)	Cash Paid (D)
Total of all lines above	$925,265	$925,265	$925,265
Marketable Securities	$889,765	$889,765	$889,765
Other Fixed Assets - Software	$35,500	$35,500	$35,500

		Less Reinvestments	$461,518
(The total from Net Purchases Line will be automatically entered in Item 60.)		Net Purchases	$463,747

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 5 - INVESTMENTS

FILE NUMBER: 000-039

Description (A)	Amount (B)
Marketable Securities
A. Total Cost	$12,318,509
B. Total Book Value	$12,318,509
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.

Fidelity US Bond Index Ins.	$8,985,375
Fidelity Total Market Index Fund	$1,908,217

Other Investments
D. Total Cost	$1,194,040
E. Total Book Value	$1,194,040
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.

AFL-CIO Housing Investment Trust

$1,194,040

G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B))

$13,512,549

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 6 - FIXED ASSETS

FILE NUMBER: 000-039

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)

C. Automobiles and Other Vehicles

D. Office Furniture and Equipment

$22,646

$22,584

$62

E. Other Fixed Assets

$260,680

$213,993

$46,687

F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B))

$283,326

$236,577

$46,749

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 7 - OTHER ASSETS

FILE NUMBER: 000-039

Description (A)	Book Value (B)
Total (Total will be automatically entered in Item 28, Column(B))	$177,847
Prepaid Insurance	$72,605
Prepaid Event Expenses	$47,000
Other Prepaid Expenses	$41,157
Security Deposit	$10,986
Other Deposits	$2,832
Other Assets	$3,267

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE

FILE NUMBER: 000-039

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	$169,192	$0	$0	$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D))	$169,192	$0	$0	$0

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 9 - LOANS PAYABLE

FILE NUMBER: 000-039

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 44	Item 62	Item 69 with Explanation	Item 31 Column (D)

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 10 - OTHER LIABILITIES

FILE NUMBER: 000-039

Description (A)	Amount at End of Period (B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D))	$3,080,697
Accrued Postemployment Benefits Cost	$2,093,708
Deferred Compensation	$667,941
Accrued Vacation	$280,400
Deferred Rent	$13,881
Due to Locals	$22,465
Deferred Per Capita Dues	$2,302

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS

FILE NUMBER: 000-039

(A)
Name

(B)
Title

(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

ADAMS , GREG
EXEC BD MEMBER
C

$10,109

$270

$10,379

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

BATHOM , ALLAN
EXEC BD MEMBER
C

$576

$10,109

$747

$11,432

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

BECK , TRAVIS
EXEC BD MEMBER
C

$10,109

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

CHRISTMAS , NOEL
EXEC BD MEMBER
C

$10,109

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

COLEMAN , MIKE
SECRETARY-TREASURER
C

$244,432

$17,938

$8,648

$271,018

Schedule 15
Representational Activities

1 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

99 %

A
B
C

COX , TIMOTHY
EXEC BD MEMBER
C

$10,109

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

DAVIS , MILTON
EXEC BD MEMBER
C

$10,109

$324

$10,433

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

DILLON , PATRICK
VICE PRESIDENT
C

$244,432

$17,938

$12,618

$4,267

$279,255

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

DUFFY , JOHN
VICE PRESIDENT
C

$244,432

$17,938

$6,665

$8,772

$277,807

Schedule 15
Representational Activities

3 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

97 %

A
B
C

HALL , EDWARD
EXEC BD MEMBER
C

$10,109

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

HOFMANN , ERIC
EXEC BD MEMBER
C

$10,109

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

HOLMES , KEITH
EXEC BD MEMBER
C

$10,109

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

JAROCH , TIMOTHY
EXEC BD MEMBER
C

$763

$10,109

$368

$11,240

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

KOWOLONEK , STEPHEN
EXEC BD MEMBER
C

$10,109

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

KYNE , VINCENT
EXEC BD MEMBER
C

$10,109

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

LEARY , DANIEL
EXEC BD MEMBER
C

$10,109

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

MEZNARICH , FRANK
EXEC BD MEMBER
C

$10,109

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

MORALES , FRANK
EXEC BD MEMBER
C

$10,109

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

PINKHAM , CRAIG
EXEC BD MEMBER
C

$10,109

$586

$10,695

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

RAY , JUANTIA
EXEC BD MEMBER
N

$6,739

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

RITSEMA , ROBERT
EXEC BD MEMBER
C

$10,109

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

SHILLITTO , JAMES
EXEC BD MEMBER
C

$10,109

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

SLEVIN , JAMES
PRESIDENT
C

$248,352

$17,938

$14,880

$281,170

Schedule 15
Representational Activities

7 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

92 %

A
B
C

SMITH , WILLIAM
EXEC BD MEMBER
C

$10,109

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

TAYLOR , DARRYL
EXEC BD MEMBER
C

$10,109

$231

$10,340

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

WRIGHT , CRAIG
EXEC BD MEMBER
C

$10,109

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	$982,987	$290,780	$45,337	$13,039	$1,332,143
Less Deductions					$607,423
Net Disbursements					$724,720

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES

FILE NUMBER: 000-039

(A)
Name

(B)
Title

(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

ACOSTA , GERARDO
SENIOR NATIONAL REP
NONE

$72,353

$22,246

$29,831

$124,430

Schedule 15
Representational Activities

86 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

14 %

A
B
C

ANDERSON , LEE
GOVERNMENT AFFAIRS DIRECT
NONE

$140,075

$1,445

$141,520

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

96 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

4 %

A
B
C

BROOKS , MARK
SPEC'L COUNSEL TO PRES
NONE

$184,505

$18,119

$7,097

$209,721

Schedule 15
Representational Activities

93 %

Schedule 16
Political Activities and Lobbying

3 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

4 %

A
B
C

BZYMEK , ERIN
COMMUNICATIONS DIR
NONE

$140,075

Schedule 15
Representational Activities

4 %

Schedule 16
Political Activities and Lobbying

6 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

90 %

A
B
C

COOPER , KELLY
NATIONAL REP
NONE

$167,589

$14,180

$1,217

$182,986

Schedule 15
Representational Activities

68 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

32 %

A
B
C

COSSELL , RICHARD
NATIONAL REP
NONE

$167,589

$23,149

$43

$190,781

Schedule 15
Representational Activities

96 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

4 %

A
B
C

DAVIS , REGINALD
SENIOR NATIONAL REP
NONE

$167,589

$10,906

$3,324

$181,819

Schedule 15
Representational Activities

89 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

11 %

A
B
C

GARVEY , SHAWN
NATIONAL REP
NONE

$167,589

$14,436

$1,221

$183,246

Schedule 15
Representational Activities

96 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

3 %

A
B
C

GENNETT , JAMES
SENIOR NATIONAL REP
NONE

$167,589

$8,548

$5,413

$181,550

Schedule 15
Representational Activities

97 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

2 %

A
B
C

HAMBURGO , STEVEN
ADMINISTRATIVE ASSISTANT
NONE

$40,795

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

HARRISON , JAMES
SENIOR NATIONAL REP
NONE

$167,589

$4,541

$3,488

$175,618

Schedule 15
Representational Activities

72 %

Schedule 16
Political Activities and Lobbying

3 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

25 %

A
B
C

HOUSER , ROBERT
NATL DIRECTOR ORGANIZING
NONE

$167,589

$12,866

$439

$180,894

Schedule 15
Representational Activities

92 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

8 %

A
B
C

HURLEY , DANIEL
SENIOR NATIONAL REP
NONE

$167,589

$9,377

$176,966

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

KING , VALERIE
NATL ORG/WOMEN'S CAUCUS
NONE

$153,761

$10,270

$164,031

Schedule 15
Representational Activities

91 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

9 %

A
B
C

LEWIS , JAMES
SENIOR NATIONAL REP
NONE

$167,589

$8,077

$4,414

$180,080

Schedule 15
Representational Activities

98 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

MACNEIL , JOHN
NATL SAFETY DIRECTOR/ORG
NONE

$167,589

$12,141

$1,059

$180,789

Schedule 15
Representational Activities

70 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

30 %

A
B
C

MAHONEY , ROBERT
DIR SPECIAL PROJECTS
NONE

$167,589

$19,442

$744

$187,775

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

MANSFIELD , CHERYL
SECRETARY
NONE

$85,777

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

PASSARELLI , RICHARD
DIR OF VETERAN AFFAIRS
NONE

$153,761

$8,653

$3,513

$165,927

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

PAULO , STACY
EXECUTIVE ADMIN NATL OFF
NONE

$140,575

$200

$140,775

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

RADTKE , DAVID
UWUA GENERAL COUNSEL
NONE

$196,038

$12,613

$2,239

$210,890

Schedule 15
Representational Activities

70 %

Schedule 16
Political Activities and Lobbying

6 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

24 %

A
B
C

SCHIRMER , CHAUFFE
NATIONAL REP
NONE

$142,362

$27,798

$170,160

Schedule 15
Representational Activities

97 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

2 %

A
B
C

SIMON , BETH
SENIOR NATIONAL REP
NONE

$167,589

$12,255

$1,989

$181,833

Schedule 15
Representational Activities

99 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

1 %

A
B
C

SWENGLISH , JOSEPH
NATIONAL REP
NONE

$153,761

$12,949

$210

$166,920

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

WUTKA , LESLIE
NATIONAL REP
NONE

$147,354

$9,740

$4,176

$161,270

Schedule 15
Representational Activities

96 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

4 %

A
B
C

YORK , MARY
ADMIN ASST TO PRESIDENT
NONE

$34,854

$236

$35,090

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 %

TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS

$8,000

$4,391

$12,391

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 Employee Disbursements	$3,805,114	$0	$278,578	$70,417	$4,154,109
Less Deductions					$1,299,869
Net Disbursements					$2,854,240

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 13 - MEMBERSHIP STATUS

FILE NUMBER: 000-039

Category of Membership (A)	Number (B)	Voting Eligibility (C)
Members (Total of all lines above)	43,159
Agency Fee Payers*	7
Total Members/Fee Payers	43,166
*Agency Fee Payers are not considered members of the labor organization.
Active Members	43,159	Yes

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19

FILE NUMBER: 000-039

SCHEDULE 14 OTHER RECEIPTS
1. Named Payer Itemized Receipts	$195,769
2. Named Payer Non-itemized Receipts	$51,498
3. All Other Receipts	$161,614
4. Total Receipts	$408,881

SCHEDULE 17 CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements	$91,110
2. Named Payee Non-itemized Disbursements	$3,650
3. To Officers	$0
4. To Employees	$0
5. All Other Disbursements	$4,650
6. Total Disbursements	$99,410

SCHEDULE 15 REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements	$265,449
2. Named Payee Non-itemized Disbursements	$107,846
3. To Officers	$309,981
4. To Employees	$3,210,490
5. All Other Disbursements	$21,136
6. Total Disbursements	$3,914,902

SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee Itemized Disbursements	$763,601
2. Named Payee Non-itemized Disbursements	$302,870
3. To Officers	$0
4. To Employees	$0
5. All Other Disbursements	$71,343
6. Total Disbursements	$1,137,814

SCHEDULE 16 POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements	$41,667
2. Named Payee Non-itemized Disbursements	$16,000
3. To Officers	$2,812
4. To Employees	$177,430
5. All Other Disbursements	$6,800
6. Total Disbursements	$244,709

SCHEDULE 19 UNION ADMINISTRATION
1. Named Payee Itemized Disbursements	$355,952
2. Named Payee Non-itemized Disbursements	$156,310
3. To Officers	$1,019,350
4. To Employees	$766,192
5. All Other Disbursements	$38,574
6. Total Disbursements	$2,336,378

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 14 - OTHER RECEIPTS

FILE NUMBER: 000-039

Name and Address
(A)

AFL-CIO

815 Black Lives Matter Plz
Washington
DC
20006

Type or Classification
(B)

Labor Federation

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$26,778
Total Non-Itemized Transactions with this Payee/Payer		$21,786
Total of All Transactions with this Payee/Payer for This Schedule		$48,564
Royalty Income	01/02/2020	$6,256
Royalty Income	04/15/2020	$6,824
Royalty Income	06/29/2020	$6,198
Royalty Income	10/14/2020	$7,500

Name and Address
(A)

CP Redondo

300 N Harbor Dr
Redondo Beach
CA
90277

Type or Classification
(B)

Hotel

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$50,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$50,000
Refund of hotel deposit	08/10/2020	$50,000

Name and Address
(A)

Kelly Press

1701 Cabin Branch Rd
Cheverly
MD
20785

Type or Classification
(B)

Printing Company

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$57,909
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$57,909
IUGC Conference Registration Fees Processed	02/12/2020	$57,909

Name and Address
(A)

Local 132 UWUA AFL-CIO

1155 Amelia Ave
Gendora
CA
91740

Type or Classification
(B)

Local Union

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$8,446
Total of All Transactions with this Payee/Payer for This Schedule		$8,446

Name and Address
(A)

Local 223 UWUA AFL-CIO

15160 Commerce Drive N
Dearbon
MI
48120

Type or Classification
(B)

Local Union

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,174
Total of All Transactions with this Payee/Payer for This Schedule		$5,174

Name and Address
(A)

Local 350 UWUA AFL-CIO

850 Peairs Rd
Elizabeth
PA
15037

Type or Classification
(B)

Local Union

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$16,889
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$16,889
Funds from dissolved local	01/10/2020	$16,889

Name and Address
(A)

Loews Chicago O'Hare

5300 N River Rd
Rosemont
IL
60018

Type or Classification
(B)

Hotel

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$10,000
Refund of hotel deposit	01/06/2020	$5,000
Refund of hotel deposit	02/19/2020	$5,000

Name and Address
(A)

MSUWC AFL-CIO

10405 Goldview Court
Davidson
MI
48423

Type or Classification
(B)

Local Union

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,795
Total Non-Itemized Transactions with this Payee/Payer		$149
Total of All Transactions with this Payee/Payer for This Schedule		$5,944
Reimbursement of bonding insurance	12/03/2020	$5,795

Name and Address
(A)

Paul & Betty Southwick

2752 Walden Woods
Jackson
MI
49201

Type or Classification
(B)

Individuals

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$12,732
Total of All Transactions with this Payee/Payer for This Schedule		$12,732

Name and Address
(A)

TIC International Corp

11590 North Meridan St
Carmel
IN
46032

Type or Classification
(B)

Third Party Administrator

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$16,616
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$16,616
Reimbursement of hotel costs	02/24/2020	$5,616
Health insurance reimbursement	09/02/2020	$11,000

Name and Address
(A)

Union Privilege

1100 First St NE Suit 850
Washington
DC
20002

Type or Classification
(B)

Non Profit Organization

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,139
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$6,139
Royalty Income	04/15/2020	$6,139

Name and Address
(A)

United States Treasury

1500 Pennsylvania Ave
Washington
DC
20220

Type or Classification
(B)

Federal Government

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,643
Total Non-Itemized Transactions with this Payee/Payer		$3,211
Total of All Transactions with this Payee/Payer for This Schedule		$8,854
Grievance Restitution	05/28/2020	$5,643

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES

FILE NUMBER: 000-039

Name and Address
(A)

AMERICAN AIRLINES

262 FORBES RD
BRAINTREE
MA
02184

Type or Classification
(B)

AIRLINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$9,815
Total of All Transactions with this Payee/Payer for This Schedule		$9,815

Name and Address
(A)

DARYL GRINDELAND

3055 CORAL TREE LANE
FALLBROOK
CA
92028

Type or Classification
(B)

ORGANIZING CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$19,838
Total of All Transactions with this Payee/Payer for This Schedule		$19,838

Name and Address
(A)

DELTA AIRLINES

1030 DELTA BLVD
ATLANTA
GA
30320

Type or Classification
(B)

AIRLINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$8,109
Total of All Transactions with this Payee/Payer for This Schedule		$8,109

Name and Address
(A)

DOLL, JANSEN & FORD

111 W FIRST STREET
DAYTON
OH
45402

Type or Classification
(B)

LEGAL FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$10,245
Total of All Transactions with this Payee/Payer for This Schedule		$10,245

Name and Address
(A)

GARRET STARK

219 MERRYLOD LANE
KINGSTON SPRINGS
TN
37082

Type or Classification
(B)

ORGANIZING CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,540
Total of All Transactions with this Payee/Payer for This Schedule		$6,540

Name and Address
(A)

GOLDSTEIN GRAGEL LLC

1111 SUPERIOR AVE E SUITE 6
CLEVELAND
OH
44114

Type or Classification
(B)

LEGAL FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$10,226
Total of All Transactions with this Payee/Payer for This Schedule		$10,226

Name and Address
(A)

HEALEY BLOCK LLC

247 FORT PITT BOULEVARD
PITTSBURGH
PA
15222

Type or Classification
(B)

LEGAL FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$13,828
Total of All Transactions with this Payee/Payer for This Schedule		$13,828

Name and Address
(A)

KELLY PRESS INC

1701 CABIN BRANCH RD
CHEVERLY
MD
20785

Type or Classification
(B)

PRINTING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$94,640
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$94,640
UTILITY WORKERS MAGAZINE JAN - MAR 2020 ISSUE	06/19/2020	$19,230
UTILITY WORKERS MAGAZINE JULY - SEPTEMBER 2020 ISS	11/20/2020	$19,260
UTILITY WORKERS MAGAZINE OCT - DEC 2019 ISSUE	02/04/2020	$20,857
UTILITY WORKERS MAGAZINE APRIL - JUNE 2020 ISSUE	07/22/2020	$35,293

Name and Address
(A)

LABOR ARBRITATION SERVICE

301 WEST PLATT STREET #431
TAMPA
FL
33606

Type or Classification
(B)

TRAINING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,185
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$7,185
LABOR ARBITRATION TRAINING	09/01/2020	$7,185

Name and Address
(A)

LEONIDAS. LABELLE

1977 YALE AVENUE
WILLIAMSPORT
PA
17701

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$20,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$20,000
CONSULTING FEE	01/30/2020	$5,000
CONSULTING FEE	02/28/2020	$5,000
CONSULTING FEE	03/30/2020	$5,000
CONSULTING FEE	04/30/2020	$5,000

Name and Address
(A)

LOCAL 132 UWUA, AFL-CIO

525 NORTH CABRILLO PARK DR
SANTA ANA
CA
92701

Type or Classification
(B)

LOCAL UNION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,479
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$5,479
REIMBURSE ORGANIZING WAGES	12/29/2020	$5,479

Name and Address
(A)

LRCS, INC

85 BROAD ST, 16-034
NEW YORK
NY
10004

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$78,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$78,000
PROFESSIONAL SERVICES	02/26/2020	$6,500
PROFESSIONAL SERVICES	01/22/2020	$6,500
PROFESSIONAL SERVICES	07/24/2020	$6,500
PROFESSIONAL SERVICES	05/20/2020	$6,500
PROFESSIONAL SERVICES	04/15/2020	$6,500
PROFESSIONAL SERVICES	03/23/2020	$6,500
PROFESSIONAL SERVICES	06/23/2020	$6,500
PROFESSIONAL SERVICES	08/24/2020	$6,500
PROFESSIONAL SERVICES	09/25/2020	$6,500
PROFESSIONAL SERVICES	10/23/2020	$6,500
PROFESSIONAL SERVICES	11/20/2020	$6,500
PROFESSIONAL SERVICES	12/16/2020	$6,500

Name and Address
(A)

MCKANNA BISHOP JOFFEE,LLP

1635 NW JOHNSON STREET
PORTLAND
OR
97209

Type or Classification
(B)

LEGAL FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$9,420
Total Non-Itemized Transactions with this Payee/Payer		$9,909
Total of All Transactions with this Payee/Payer for This Schedule		$19,329
LEGAL SERVICES	05/27/2020	$9,420

Name and Address
(A)

PHILLIP A TROMBLY

5 BILLY'S ISLAND RD
FREETOWN
MA
02717

Type or Classification
(B)

ORGANIZING CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$7,782
Total of All Transactions with this Payee/Payer for This Schedule		$7,782

Name and Address
(A)

POSTMASTER

900 BRENTWOOD RD NE
WASHINGTON
DC
20066

Type or Classification
(B)

POSTAGE SUPPLIER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$50,725
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$50,725
POSTAGE FOR MAGAZINE	12/10/2020	$19,365
POSTAGE FOR MAGAZINE	02/12/2020	$14,668
POSTAGE FOR MAGAZINE	09/21/2020	$16,692

Name and Address
(A)

SOUTHWEST AIRLINES
36647

DALLAS
TX
75235

Type or Classification
(B)

AIRLINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,462
Total of All Transactions with this Payee/Payer for This Schedule		$5,462

Name and Address
(A)

UNITED AIRLINES

2013 NETWORK PLACE
CHICAGO
IL
60673

Type or Classification
(B)

AIRLINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,092
Total of All Transactions with this Payee/Payer for This Schedule		$6,092

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING

FILE NUMBER 000-039

Name and Address
(A)

Khoury Johnson Leavitt

124 West Allegan St #1700
Lansing
MI
48933

Type or Classification
(B)

Government relations consultant

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$16,000
Total of All Transactions with this Payee/Payer for This Schedule		$16,000

Name and Address
(A)

Michigan State AFL-CIO

419 Washington Square S
Lansing
MI
48933

Type or Classification
(B)

Labor Union

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$16,667
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$16,667
Member to Member program	10/13/2020	$11,667
Political program contribution	10/27/2020	$5,000

Name and Address
(A)

National Vote at Home Institute
PO Box 65752

Washington
DC
20035

Type or Classification
(B)

Non Profit Organization

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$10,000
Contribution	07/02/2020	$10,000

Name and Address
(A)

New Jersey AFL-CIO

106 West State St
Trenton
NJ
08608

Type or Classification
(B)

Labor Union

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$10,000
Political contribution	09/24/2020	$10,000

Name and Address
(A)

The Lincoln Project
PO Box 15293

Washington
DC
20003

Type or Classification
(B)

Politcal Action Committee

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,000
Contribution	09/24/2020	$5,000

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS

FILE NUMBER: 000-039

Name and Address
(A)

AFL-CIO Secretary-Treasurer

815 BlackLivesMatter Pl NW
Washington
DC
20006

Type or Classification
(B)

Labor Union

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$10,000
Union Veterans Council Contribution	10/02/2020	$10,000

Name and Address
(A)

LaborPress

185 West End Avenue
New York
NY
10023

Type or Classification
(B)

News Organization

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$8,000
NY Daily News Tribute to Unions	08/19/2020	$8,000

Name and Address
(A)

National Merit Scholarship Co
PO Box 99389
135 S LaSalle St
Chicago
IL
60693

Type or Classification
(B)

Non Profit Organization

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$13,110
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$13,110
Academic Scholarship	07/08/2020	$13,110

Name and Address
(A)

Union Sportsmen's Alliance

4800 Northfield Lane
Spring Hill
TN
37174

Type or Classification
(B)

Non Profit Organization

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$55,000
Total Non-Itemized Transactions with this Payee/Payer		$2,000
Total of All Transactions with this Payee/Payer for This Schedule		$57,000
Quarterly Membership Dues	01/17/2020	$6,250
Quarterly Membership Dues	04/15/2020	$6,250
Quarterly Membership Dues	07/13/2020	$6,250
Contribution	09/21/2020	$25,000
Quarterly Membership Dues	10/22/2020	$6,250
Contribution	10/28/2020	$5,000

Name and Address
(A)

Villa Veritas Foundation, Inc.
PO Box 610

Kerhonkson
NY
12446

Type or Classification
(B)

Inpatient Healing Center

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer		$1,650
Total of All Transactions with this Payee/Payer for This Schedule		$6,650
Contribution	05/07/2020	$5,000

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 18 - GENERAL OVERHEAD

FILE NUMBER: 000-039

Name and Address
(A)

ADP, LLC
PO BOX 842875

BOSTON
MA
02284

Type or Classification
(B)

PAYROLL PROCESSOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$11,524
Total of All Transactions with this Payee/Payer for This Schedule		$11,524

Name and Address
(A)

AMALGAMATED

275 SEVENTH AVE
NEW YORK
NY
10011

Type or Classification
(B)

BANK

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,444
Total of All Transactions with this Payee/Payer for This Schedule		$6,444

Name and Address
(A)

AMALGAMATED BANK OF CHICAGO
PO BOX 94445

CHICAGO
IL
60690

Type or Classification
(B)

BANK

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,674
Total of All Transactions with this Payee/Payer for This Schedule		$5,674

Name and Address
(A)

AMERICAN WATER

1 WATER STREET
CAMDEN
NJ
08102

Type or Classification
(B)

WATER SUPPLIER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,439
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$8,439
OVERPAYMENT OF PCT	09/28/2020	$8,439

Name and Address
(A)

APWU HOLDING CO
PO BOX 6121

HICKSVILLE
NY
11802

Type or Classification
(B)

LANDLORD

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$181,569
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$181,569
OFFICE RENT	11/13/2020	$16,492
OFFICE RENT	04/28/2020	$9,484
OFFICE RENT	09/09/2020	$16,492
OFFICE RENT	06/30/2020	$16,492
OFFICE RENT	02/07/2020	$16,570
OFFICE RENT	12/08/2020	$6,960
OFFICE RENT	03/11/2020	$16,570
OFFICE RENT	03/25/2020	$16,570
OFFICE RENT	01/07/2020	$16,463
OFFICE RENT	07/29/2020	$16,492
OFFICE RENT	06/09/2020	$16,492
OFFICE RENT	09/30/2020	$16,492

Name and Address
(A)

AT&T MOBILITY LLC
PO BOX 9004

CAROL STREAM
IL
60197

Type or Classification
(B)

TELECOMMUNICATIONS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$23,113
Total of All Transactions with this Payee/Payer for This Schedule		$23,113

Name and Address
(A)

BANK OF LABOR

815 CONN AVE NW #L004
WASHINGTON
DC
20006

Type or Classification
(B)

BANK

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,043
Total of All Transactions with this Payee/Payer for This Schedule		$5,043

Name and Address
(A)

BLOOMBERG BNA

1801 S BELL ST
ARLINGTON
VA
22202

Type or Classification
(B)

LEGAL RESEARCH

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$7,609
Total of All Transactions with this Payee/Payer for This Schedule		$7,609

Name and Address
(A)

BLUEGREEN ALLIANCE

2701 UNIVERSITY AVE
MINNEAPOLIS
MN
55414

Type or Classification
(B)

NON PROFIT ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$25,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$25,000
MEMBER DUES 2020	06/09/2020	$25,000

Name and Address
(A)

CALIBRE CPA GROUP PLLC

7501 WISC AVE #1200W
BETHESDA
MD
20814

Type or Classification
(B)

CPA FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$75,000
Total Non-Itemized Transactions with this Payee/Payer		$2,000
Total of All Transactions with this Payee/Payer for This Schedule		$77,000
AUDIT AND TAX SERVICES	02/18/2020	$20,000
AUDIT AND TAX SERVICES	10/28/2020	$5,000
AUDIT AND TAX SERVICES	09/04/2020	$10,000
AUDIT AND TAX SERVICES	05/22/2020	$5,000
AUDIT AND TAX SERVICES	03/23/2020	$35,000

Name and Address
(A)

COMCAST BUSINESS-8299700041661065
PO BOX 70219

PHILADELPHIA
PA
19176

Type or Classification
(B)

TELECOMMUNICATIONS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$7,070
Total of All Transactions with this Payee/Payer for This Schedule		$7,070

Name and Address
(A)

CORSICA TECHOLOGIES

385 LIBERTY ST #301
CENTREVILLE
MD
21617

Type or Classification
(B)

TELECOMMUNICATIONS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$8,689
Total of All Transactions with this Payee/Payer for This Schedule		$8,689

Name and Address
(A)

DATAPRISE
PO BOX 62550

BALTIMORE
MD
21264

Type or Classification
(B)

COMPUTER SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$13,227
Total Non-Itemized Transactions with this Payee/Payer		$48,090
Total of All Transactions with this Payee/Payer for This Schedule		$61,317
COMPUTER SERVICES	03/23/2020	$7,340
COMPUTER SERVICES	03/23/2020	$5,887

Name and Address
(A)

DELIGIANIS BROS, LLC

616 HURON AVENUE
PORT HURON
MI
48060

Type or Classification
(B)

LANDLORD

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,000
Total of All Transactions with this Payee/Payer for This Schedule		$6,000

Name and Address
(A)

DELIVER STRATEGIES, LLC
PO BOX 100970

ARLINGTON
VA
22210

Type or Classification
(B)

PRODUCTION, SHIPPING AND POSTAGE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$15,471
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$15,471
PRODUCTION, SHIPPING AND POSTAGE	10/14/2020	$15,471

Name and Address
(A)

E&E SERVICES

122 C ST NW #722
WASHINGTON
DC
20001

Type or Classification
(B)

PUBLISHING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$13,186
Total Non-Itemized Transactions with this Payee/Payer		$1,028
Total of All Transactions with this Payee/Payer for This Schedule		$14,214
ANNUAL SUBSCRIPTION FOR VARIOUS PUBLICATIONS	03/11/2020	$6,179
ANNUAL SUBSCRIPTION FOR VARIOUS PUBLICATIONS	10/22/2020	$7,007

Name and Address
(A)

EBERTS AND HARRISON

1604 RIDGESIDE DR, #203
MOUNT AIRY
MD
21771

Type or Classification
(B)

INSURANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$244,012
Total Non-Itemized Transactions with this Payee/Payer		$2,457
Total of All Transactions with this Payee/Payer for This Schedule		$246,469
INSURANCE FOR ORGANIZATION	07/08/2020	$32,523
INSURANCE FOR ORGANIZATION	09/04/2020	$7,288
INSURANCE FOR ORGANIZATION	11/04/2020	$125,889
INSURANCE FOR ORGANIZATION	07/13/2020	$44,595
INSURANCE FOR ORGANIZATION	07/13/2020	$8,308
INSURANCE FOR ORGANIZATION	07/13/2020	$17,772
INSURANCE FOR ORGANIZATION	07/13/2020	$7,637

Name and Address
(A)

INCUBATOR FINANCE

605 W JONQUIL
SANTA ANA
CA
92706

Type or Classification
(B)

SOFTWARE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$20,328
Total Non-Itemized Transactions with this Payee/Payer		$1,950
Total of All Transactions with this Payee/Payer for This Schedule		$22,278
Software annual License	10/16/2020	$20,328

Name and Address
(A)

IRON MOUNTAIN
PO BOX 27128

NEW YORK
NY
10087

Type or Classification
(B)

DOCUMENT MANAGEMENT COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$8,823
Total of All Transactions with this Payee/Payer for This Schedule		$8,823

Name and Address
(A)

JED REALTY LLC

19 LAUREL ROAD
NEW YORK
NY
10956

Type or Classification
(B)

LANDLORD

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$7,800
Total of All Transactions with this Payee/Payer for This Schedule		$7,800

Name and Address
(A)

KELLY PRESS INC

1701 CABIN BRANCH RD
CHEVERLY
MD
20785

Type or Classification
(B)

PRINTING COMPANAY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$8,017
Total of All Transactions with this Payee/Payer for This Schedule		$8,017

Name and Address
(A)

LIVEAXS, LLC
PO BOX 476

TEWKSBURY
MA
01876

Type or Classification
(B)

SOFTWARE SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$26,267
Total Non-Itemized Transactions with this Payee/Payer		$12,578
Total of All Transactions with this Payee/Payer for This Schedule		$38,845
SOFTWARE DEVELOPMENT	03/03/2020	$10,000
UNION AXS ANNUAL NATIONAL LICENSE 2021	12/23/2020	$16,267

Name and Address
(A)

LOCAL 132, UWUA, AFL-CIO RENT

1155 AMELIA AVE
GLENDORA
CA
81740

Type or Classification
(B)

LOCAL UNION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$12,000
Total of All Transactions with this Payee/Payer for This Schedule		$12,000

Name and Address
(A)

LOCAL 270 UWUA, AFL-CIO

41400 EAST SCHAAF RD
BROOKLYN HTS
OH
44131

Type or Classification
(B)

LOCAL UNION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,234
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$7,234
SHARE OF FIRSTENERGY LEGAL SETTLEMENT	01/31/2020	$7,234

Name and Address
(A)

LOCAL 457, UWUA, AFL-CIO

290 GARDENDALE ST
E LIVERPOOL
OH
43920

Type or Classification
(B)

LOCAL UNION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,815
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$7,815
SHARE OF FIRSTENERGY LEGAL SETTLEMENT	01/31/2020	$7,815

Name and Address
(A)

LRCS, INC

85 BROAD ST, 16-034
NEW YORK
NY
10004

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$78,640
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$78,640
PROFESSIONAL SERVICES	02/26/2020	$6,500
PROFESSIONAL SERVICES	01/22/2020	$6,500
PROFESSIONAL SERVICES	07/24/2020	$6,500
PROFESSIONAL SERVICES	05/20/2020	$6,500
PROFESSIONAL SERVICES	04/15/2020	$6,500
PROFESSIONAL SERVICES	03/23/2020	$6,500
PROFESSIONAL SERVICES	06/23/2020	$6,500
PROFESSIONAL SERVICES	08/24/2020	$6,500
PROFESSIONAL SERVICES	09/25/2020	$6,500
PROFESSIONAL SERVICES	10/23/2020	$6,500
PROFESSIONAL SERVICES	11/20/2020	$6,500
PROFESSIONAL SERVICES	12/16/2020	$7,140

Name and Address
(A)

MARQUETTE ASSOCIATES

180 N LA SALLE ST #3500
CHICAGO
IL
60601

Type or Classification
(B)

INVESTMENT CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$20,000
Total of All Transactions with this Payee/Payer for This Schedule		$20,000

Name and Address
(A)

MCKNIGHT, MCCCLOW, CANZANO LEGAL

423 N MAIN ST # 200
ROYAL OAK
MI
48067

Type or Classification
(B)

LEGAL FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$18,180
Total of All Transactions with this Payee/Payer for This Schedule		$18,180

Name and Address
(A)

MOSAIC

4801 VIEWPOINT PLACE
CHEVERLY
MD
20781

Type or Classification
(B)

MARKETING & BRANDING SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$12,565
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$12,565
OFFICE SUPPLIES	01/07/2020	$5,821
OFFICE SUPPLIES	12/21/2020	$6,744

Name and Address
(A)

SOCIALINK

669A HANCOCK ST
BROOKLYN
NY
11233

Type or Classification
(B)

WEBSITE SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$10,610
Total of All Transactions with this Payee/Payer for This Schedule		$10,610

Name and Address
(A)

THE HARTFORD
PO BOX 660916

DALLAS
TX
75266

Type or Classification
(B)

INSURANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$15,056
Total Non-Itemized Transactions with this Payee/Payer		$4,825
Total of All Transactions with this Payee/Payer for This Schedule		$19,881
INSURANCE FOR ORGANIZATION	06/16/2020	$15,056

Name and Address
(A)

VERIZON - 6183591-56-00001
PO BOX 16810

NEWARK
NJ
07101

Type or Classification
(B)

TELECOMMUNICATIONS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,054
Total of All Transactions with this Payee/Payer for This Schedule		$6,054

Name and Address
(A)

WATER PARK TOWERS

1501 CRYSTAL DRIVE
ARLINGTON
VA
22202

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$26,669
Total of All Transactions with this Payee/Payer for This Schedule		$26,669

Name and Address
(A)

WB GRAPHICS & TS

2812 BANWICK ROAD
COLUMBUS
OH
43232

Type or Classification
(B)

GRAPHIC DESIGN

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$13,432
Total Non-Itemized Transactions with this Payee/Payer		$4,498
Total of All Transactions with this Payee/Payer for This Schedule		$17,930
POSTAGE	09/14/2020	$8,001
PRINTING / MAILING SERVICES	09/30/2020	$5,431

Name and Address
(A)

WINKING FISH

3100 CLARENDON BLVD #200
ARLINGTON
VA
22201

Type or Classification
(B)

DESIGN FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,750
Total of All Transactions with this Payee/Payer for This Schedule		$6,750

Name and Address
(A)

WIPFLI

12359 SUNRISE VALLEY DR #13
RESTON
VA
20191

Type or Classification
(B)

SOFTWARE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,360
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$6,360
SOFTWARE SUBSCRIPTION	12/01/2020	$6,360

Name and Address
(A)

XEROX FINANCIAL SERVICES
PO BOX 202882

DALLAS
TX
75320

Type or Classification
(B)

COPIER SALES/SERVICE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$19,375
Total of All Transactions with this Payee/Payer for This Schedule		$19,375

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 19 - UNION ADMINISTRATION

FILE NUMBER: 000-039

Name and Address
(A)

AFL-CIO SECRETARY-TREASURER

815 BLACK LIVES MATTER PLZ
WASHINGTON
DC
20006

Type or Classification
(B)

LABOR FEDERATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,500
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$8,500
UNION VETERANS COUNCIL 2020-2021 DUES	07/29/2020	$8,500

Name and Address
(A)

AMERICAN AIRLINES

262 FORBES RD
BRAINTREE
MA
02184

Type or Classification
(B)

AIRLINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$7,252
Total of All Transactions with this Payee/Payer for This Schedule		$7,252

Name and Address
(A)

AMERICAN PRODUCTS

1600 NORTH CLINTON AVE
ROCHESTER
NY
14621

Type or Classification
(B)

PROMOTIONAL MATERIALS SUPPLIER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$10,597
Total of All Transactions with this Payee/Payer for This Schedule		$10,597

Name and Address
(A)

CALIBRE CPA GROUP PLLC

7501 WISC AVE #1200W
BETHESDA
MD
20814

Type or Classification
(B)

CPA FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$201,801
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$201,801
ACCOUNTING SERVICES	01/15/2020	$18,607
ACCOUNTING SERVICES	02/14/2020	$15,247
ACCOUNTING SERVICES	03/23/2020	$15,323
ACCOUNTING SERVICES	04/08/2020	$15,269
ACCOUNTING SERVICES	04/28/2020	$15,000
ACCOUNTING SERVICES	05/12/2020	$15,288
ACCOUNTING SERVICES	06/16/2020	$15,311
ACCOUNTING SERVICES	07/13/2020	$15,251
ACCOUNTING SERVICES	08/14/2020	$15,313
ACCOUNTING SERVICES	09/09/2020	$15,283
ACCOUNTING SERVICES	10/09/2020	$15,304
ACCOUNTING SERVICES	11/13/2020	$15,257
ACCOUNTING SERVICES	12/08/2020	$15,348

Name and Address
(A)

CITY STAFF

1701 K STREET NW, # 500
WASHINGTON
DC
20006

Type or Classification
(B)

ADMIN STAFFING

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$10,625
Total of All Transactions with this Payee/Payer for This Schedule		$10,625

Name and Address
(A)

CONCERTED ACTION

1032 N HUMPHREY AVE
OAK PARK
IL
60302

Type or Classification
(B)

MEDIA COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$49,520
Total of All Transactions with this Payee/Payer for This Schedule		$49,520

Name and Address
(A)

CORNELL UNIVERSITY ILR
PO BOX 6838

ITHACA
NY
14851

Type or Classification
(B)

UNIVERSITY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$18,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$18,000
NATIONAL LABOR LEADERSHIP INITIATIVE	01/29/2020	$18,000

Name and Address
(A)

CROWNE PLAZA LANSING WEST

925 SOUTH CREYTS ROAD
LANSING
MI
48917

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,258
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$7,258
SATETY COMMITTEE TRAIN THE TRAINERS	03/04/2020	$7,258

Name and Address
(A)

CROWNE PLAZA REDONDO BEACH & MARINA HOTEL

300 N HARBOR DRIVE
REDONDO BEACH
CA
90277

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$60,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$60,000
REGION 5 CONFERENCE	01/23/2020	$60,000

Name and Address
(A)

DELTA AIRLINES

1030 DELTA BLVD
ATLANTA
GA
30320

Type or Classification
(B)

AIRLINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$9,201
Total of All Transactions with this Payee/Payer for This Schedule		$9,201

Name and Address
(A)

EMBASSY SUITES DC

900 10TH STREET NW
WASHINGTON
DC
20001

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$9,325
Total of All Transactions with this Payee/Payer for This Schedule		$9,325

Name and Address
(A)

HILTON ORLANDO BUENA VISTA PALACE

1900 E BUENA VISTA DRIVE
LAKE BUENA VISTA
FL
32830

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$10,000
UWUA SPRING BOARD MEETING	02/10/2020	$10,000

Name and Address
(A)

HILTON ROSEMONT CHICAGO O'HARE

5550 N RIVER ROAD
ROSEMONT
IL
60018

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$14,514
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$14,514
ROOMS AND BANQUET CHARGES FOR MEETING	03/23/2020	$14,514

Name and Address
(A)

IFEBP

18700 W BLUEMOUND RD
BROOKERFIELD
WI
53045

Type or Classification
(B)

FOUNDATION OF BENEFIT PLANS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,375
Total of All Transactions with this Payee/Payer for This Schedule		$6,375

Name and Address
(A)

Jaystar Group, Inc.

200 Connecticut Ave
Norwalk
CT
06854

Type or Classification
(B)

Consulltant

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$8,622
Total of All Transactions with this Payee/Payer for This Schedule		$8,622

Name and Address
(A)

KELLY PRESS INC

1701 CABIN BRANCH RD
CHEVERLY
MD
20785

Type or Classification
(B)

PRINTING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,785
Total of All Transactions with this Payee/Payer for This Schedule		$5,785

Name and Address
(A)

LEADERSHIP EDUCATION AND DEVELOPMENT, LLC

37851 TERRA MAR
HARRISON TOWNSHIP
MI
48045

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$15,159
Total Non-Itemized Transactions with this Payee/Payer		$34,133
Total of All Transactions with this Payee/Payer for This Schedule		$49,292
PROFESSIONAL SERVICES	03/30/2020	$9,607
PROFESSIONAL SERVICES	04/15/2020	$5,552

Name and Address
(A)

UNION GRAPHICS, INC

9960 GLENOAKS BLVD
SUN VALLEY
CA
91352

Type or Classification
(B)

GRAPHIC COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$20,720
Total Non-Itemized Transactions with this Payee/Payer		$4,875
Total of All Transactions with this Payee/Payer for This Schedule		$25,595
BANNERS WITH GROMMETS	03/30/2020	$20,720

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 20 - BENEFITS

FILE NUMBER: 000-039

Description (A)	To Whom Paid (B)	Amount (C)
Total of all lines above (Total will be automatically entered in Item 55.)		$2,752,267
457 Plan Distributions	Retired Employees	$286,512
Annuity Benefits	Retired Employees	$93,594
Health Life Insurance	Trusts, Retirees, Officers, Employees	$1,426,264
Pension Contributions	Pension Plan Trust	$945,897

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

69. ADDITIONAL INFORMATION SUMMARY

FILE NUMBER: 000-039

Question 10: Utility Workers Union of America established the UWUA National Health and Welfare Fund in 2003. The federal identification number of the plan is 20-0027580. The address of the Fund is 6525 Centurion Drive, Lansing, MI 48917. Utility Workers Union of America established the Center for Safety, Health and Environmental Education LMCC, Inc. in 2008. The federal tax identification of the entity is 32-0224857. The address of the entity is 6525 Centurion Drive, Lansing, MI 48917. Utility Workers Union of America established the UWUA Power for America Training Trust Fund in 2009. The federal tax identification number of the entity is 80-0382990. The address of the entity is 6525 Centurion Drive, Lansing, MI 48917. Utility Workers Union of America has an interest in the Utility Workers of America Deferred Compensation Plan. The federal tax identification number of the entity is 06-1822042. The address of the entity is 1300 L Street, N.W. Suite 1200., Washington, DC 20005.

Question 11(a):

Question 11(a): : The Utility workers Union of America has a PAC Fund named the Utility Workers Union of America Political Action Contributions Committee, 1300 L Street N.W. Suite 1200, Washington, DC 20005. The committee files all required reports with the Federal Election Commission. The transactions of the PAC fund are not included in this Form LM-2. The Utility Workers Union of America has a Super PAC Fund named the Utility Workers Union of America Political-Legislative Education Fund, 1300 L Street St N.W. Suite 1200, Washington, DC 20005. The transactions of the Super PAC Fund are included in this Form LM-2.

Question 12: The financial statements of the National Union were audited by the independent public accounting firm Calibre CPA Group, PLLC for the year ended December 31, 2020.

Question 15: Depreciation of fixed assets for the year ended December 31, 2020 was $40,579.

General Information:

Schedule 6, Fixed Assets, Column E: Fair market value represents book value of Fixed Assets. Fixed Assets: Net Book Value Balance, January 1: $51,828 Purchases: $35,500 Less: Depreciation Expense: ($40,579) Net Book Value Balance, December 31: $46,749

Schedule 5: Pursuant to generally accepted accounting standards, the Utility Workers Union of America records investments that have readily determinable fair values or estimated fair value at fair market value. However, for LM-2 reporting, investments are reported at book value (lower of cost or market). The following is a reconciliation of investments for the year ended December 31, 2020: Beginning of Year, at lower of cost or market: $13,053,035 Purchases, at cost (

Schedule 4 column D): $889,765 Sales Proceeds (

Schedule 3 column E): ($461,518) Gain/Loss sale of investments (non cash): $6,477 Adjustments to cost for investments (non cash): $24,790 End of Year, at lower of cost or market (

Schedule 5): $13,512,549

Schedule 11 and 12 - The operating and maintenance costs of automobiles used by officers and employees for official union business have been included in Column F. These automobiles were also used for personal business. Operating and maintenance costs used by officers and employees for unofficial union business have been included in column G. Column G also includes meals and other costs paid by the Union for spousal expenses when accompanying an officer at Executive Board meetings as authorized by the Executive Board of the Union.

Schedule 13, Row1:

Schedule 13, Row1::All members are active members and have full voting rights.

Schedule 13, Row1:

Schedule 13, Row1::



Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)