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: 01-31-2025
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
044-423
2. PERIOD COVERED
From01/01/2022
Through12/31/2022
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
WORKERS UNITED, SEIU
5. DESIGNATION (Local, Lodge, etc.)
JOINT BOARD
 6. DESIGNATION NBR

7. UNIT NAME (if any)
ROCHESTER JOINT BOARD
8. MAILING ADDRESS (Type or print in capital letters)
First Name
Joseph
 Last Name
Conway
P.O Box - Building and Room Number

Number and Street
750 East Avenue
City
Rochester
State
NY		 ZIP Code + 4
146072100


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:Gary Bonadonna JrPRESIDENT71. SIGNED:Keith PendletonTREASURER
Date:Mar 30, 2023Telephone Number:585-473-3280Date:Mar 30, 2023Telephone Number:585-473-3280
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 044-423
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?$1,000,000
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?12/2024
20. How many members did the labor organization have at the end of the reporting period?3,782
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees5.42/10.84perweek5.4210.84
(b) Working Dues/FeesN/AperN/AN/AN/A
(c) Initiation Fees20.00perentry20.0020.00
(d) Transfer FeesN/AperN/AN/AN/A
(e) Work PermitsN/AperN/AN/AN/A

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 044-423

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $145,836$66,431
23. Accounts Receivable1$162,767$807,330
24. Loans Receivable2$0
25. U.S. Treasury Securities $0$0
26. Investments5$11,514,745$13,889,993
27. Fixed Assets6$63,429$64,212
28. Other Assets7$181,977$150,093
29. TOTAL ASSETS $12,068,754$14,978,059

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$219,023$469,137
31. Loans Payable9$1,017,559$576,319
32. Mortgages Payable $0$0
33. Other Liabilities10$118,832$122,900
34. TOTAL LIABILITIES $1,355,414$1,168,356
35. NET ASSETS$10,713,340$13,809,703
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 044-423

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $1,468,899
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $126,425
40. Interest $1
41. Dividends $189,492
42. Rents $0
43. Sale of Investments and Fixed Assets3$0
44. Loans Obtained9$0
45. Repayments of Loans Made2
46. On Behalf of Affiliates for Transmittal to Them $92
47. From Members for Disbursement on Their Behalf $12,010
48. Other Receipts14$1,714,097
49. TOTAL RECEIPTS $3,511,016
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$1,294,666
51. Political Activities and Lobbying16$122,899
52. Contributions, Gifts, and Grants17$46,061
53. General Overhead18$628,681
54. Union Administration19$250,560
55. Benefits20$562,331
56. Per Capita Tax $264,770
57. Strike Benefits $9,673
58. Fees, Fines, Assessments, etc. $5,699
59. Supplies for Resale $89,241
60. Purchase of Investments and Fixed Assets4$10,845
61. Loans Made2
62. Repayment of Loans Obtained9$126,000
63. To Affiliates of Funds Collected on Their Behalf $10,092
64. On Behalf of Individual Members $12,010
65. Direct Taxes $156,893
  
66. Subtotal $3,590,421
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$359,303  
  67b. Less Total Disbursed$359,303  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $3,590,421
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 044-423

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$36,469$12,273$0$0
Totals from all other accounts receivable$770,861$0$0$0
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $807,330$12,273$0$0
Hickey Freeman$36,469$12,273$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 044-423

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: 044-423

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$963,815$1,003,498$1,003,498$39,683
Stocks & Bonds$963,815$1,003,498$1,003,498$39,683
Less Reinvestments$39,683
(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: 044-423

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$699,610$699,610$699,610
Stocks & Bonds$688,765$688,765$688,765
Office Printer$1,403$1,403$1,403
Parking Lot Paving$9,442$9,442$9,442
 Less Reinvestments$688,765
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$10,845
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 044-423

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost$13,889,993
B. Total Book Value$13,889,993
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • Amalgamated Bank (AMAL)
$11,908,910
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)) $13,889,993
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 044-423

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$262,133$254,344$7,789$7,789
E. Other Fixed Assets$780,356$723,933$56,423$56,423
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,042,489$978,277$64,212$64,212
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 044-423

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $150,093
Prepaid Property Taxes - City of Rochester$24,814
Local Funds (Asset Portion)$92,737
Security Deposits Held$7,856
Other Prepaids$16,682
Accrued Investment Income$2,910
Barbers Assoc Funds (Asset Portion)$4,858
Merch Receivable$236
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 044-423

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$293,107$113,296$75,075$0
Total from all other accounts payable$176,030$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $469,137$113,296$75,075$0
RRJB State PAC$85,778$5,514$75,075$0
SEIU Per Capita$207,329$107,782$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 044-423

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$1,017,559$0$126,000$315,240$576,319
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
Per Capita - SEIU Loan$573,609$0$96,000$0$477,609
Workers United$128,710$0$30,000$0$98,710
SBA - PPP Loan$315,240$0$0$315,240$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 044-423

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $122,900
Locals Fund (Liab)$92,737
Accrued Payroll & Taxes$24,336
Accrued Employer Match (401k)$803
Barbers Fund (Liab)$4,858
Sales Tax Payable$166
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 044-423

(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 		Piccone ,  Ron  
President
C		$10,587$3,300$0$0$13,887
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		20 % Schedule 19
Administration 		40 %
A
B
C 		Leuci ,  Jamie  
Vice President
N		$1,392$2,364$30$0$3,786
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		20 % Schedule 19
Administration 		40 %
A
B
C 		Pendleton ,  Keith  
Secretary Treasurer
C		$370$3,536$0$0$3,906
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		20 % Schedule 19
Administration 		40 %
A
B
C 		Bonadonna Jr. ,  Gary  
Manager
C		$153,041$8,400$6,013$0$167,454
I
Schedule 15
Representational Activities 		70 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		5 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		5 %
Total Officer Disbursements$165,390$17,600$6,043$0$189,033
Less Deductions    $72,503
Net Disbursements    $116,530
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 044-423

(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 		Clark ,  Ross  
Business Agent - Roch
None		$81,173$8,709$51$0$89,933
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		Shelton ,  Monika  
Secretary
None		$45,778$108$198$0$46,084
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		10 % Schedule 18
General Overhead 		20 % Schedule 19
Administration 		40 %
A
B
C 		Young ,  Erin   C
Business Agent - Roch
None		$16,315$1,120$2,560$0$19,995
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		5 %
A
B
C 		Conway ,  Joseph  
Comptroller
None		$102,001$0$1,346$0$103,347
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		20 % Schedule 17
Contributions 		20 % Schedule 18
General Overhead 		20 % Schedule 19
Administration 		20 %
A
B
C 		Roemer ,  Courtney  
Bookkeeper
None		$45,465$564$323$0$46,352
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		10 % Schedule 18
General Overhead 		20 % Schedule 19
Administration 		50 %
A
B
C 		Brisack ,  Mikaela   J
Organizer
None		$58,856$8,400$229$0$67,485
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		20 %
A
B
C 		Moore ,  Casey   K
Communications Director
None		$54,898$0$741$0$55,639
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		30 % Schedule 19
Administration 		20 %
A
B
C 		Willard ,  Abigail   N
Organizer
None		$11,400$0$2,099$0$13,499
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		30 % Schedule 19
Administration 		20 %
A
B
C 		Loos ,  Teresa  
Admin Assistant - Buff
None		$32,217$0$1,395$0$33,612
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		20 % Schedule 19
Administration 		80 %
A
B
C 		Mulvaney ,  Kristopher  
Business Agent - Buff
None		$65,250$8,400$2,519$0$76,169
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		10 %
A
B
C 		Tomik ,  Lillian  
Business Agent - Central
None		$53,077$7,623$2,569$0$63,269
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		5 %
A
B
C 		Vitello ,  Robert  
Business Agent - Buff
None		$78,521$8,400$14,108$0$101,029
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		5 %
A
B
C 		Westlake ,  Will  
Organizer
None		$16,036$3,080$1,371$0$20,487
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		10 %
A
B
C 		Delvecchio ,  Andrea  
Admin Assistant - Albany
None		$47,510$0$0$0$47,510
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		5 % Schedule 18
General Overhead 		20 % Schedule 19
Administration 		60 %
A
B
C 		Patterson ,  Vanessa  
Business Agent - Albany
None		$84,295$8,400$8,619$0$101,314
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		5 %
A
B
C 		Vick ,  Emily  
Business Agent - Albany
None		$82,991$8,400$12,066$0$103,457
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		5 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$1,950$560$1,652$0$4,162
I Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		10 %
Total Employee Disbursements$877,733$63,764$51,846$0$993,343
Less Deductions    $286,800
Net Disbursements    $706,543
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 044-423

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 3,782 
Agency Fee Payers*
Total Members/Fee Payers3,782 
*Agency Fee Payers are not considered members of the labor organization.
General Membership3,782Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 044-423

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$1,664,578
2. Named Payer Non-itemized Receipts$43,075
3. All Other Receipts$6,444
4. Total Receipts$1,714,097
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$8,373
4. To Employees$32,288
5. All Other Disbursements$5,400
6. Total Disbursements$46,061
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$434,028
2. Named Payee Non-itemized Disbursements$66,477
3. To Officers$125,849
4. To Employees$572,408
5. All Other Disbursements$95,904
6. Total Disbursements$1,294,666
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$97,926
2. Named Payee Non-itemized Disbursements$248,873
3. To Officers$12,688
4. To Employees$107,340
5. All Other Disbursements$161,854
6. Total Disbursements$628,681
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$25,118
4. To Employees$97,781
5. All Other Disbursements$0
6. Total Disbursements$122,899
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$23,052
2. Named Payee Non-itemized Disbursements$10,617
3. To Officers$17,004
4. To Employees$183,528
5. All Other Disbursements$16,359
6. Total Disbursements$250,560
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 044-423

Name and Address
(A)
RJB Realty Corp

750 East Avenue
Rochester
NY
14607
Type or Classification
(B)
Building Expense Reimbursements
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$628,517
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$628,517
Building Expense Reimbursement01/13/2022$46,640
Building Expense Reimbursement02/14/2022$48,505
Building Expense Reimbursement03/18/2022$47,572
Building Expense Reimbursement04/11/2022$47,572
Building Expense Reimbursement05/09/2022$47,572
Building Expense Reimbursement06/03/2022$47,572
Building Expense Reimbursement06/10/2022$10,000
Building Expense Reimbursement07/11/2022$47,572
Building Expense Reimbursement08/12/2022$47,522
Building Expense Reimbursement09/09/2022$47,597
Building Expense Reimbursement09/28/2022$47,572
Building Expense Reimbursement11/04/2022$47,572
Building Expense Reimbursement11/22/2022$47,572
Building Expense Reimbursement12/22/2022$47,677
Name and Address
(A)
Rochester Regional Joint Board

750 East Avenue
Rochester
NY
14607
Type or Classification
(B)
Investment Transfers
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$430,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$430,000
Investment Transfer03/31/2022$100,000
Investment Transfer06/30/2022$100,000
Investment Transfer07/31/2022$140,000
Investment Transfer10/31/2022$90,000
Name and Address
(A)
RRJB Fund For The Future

750 East Avenue
Rochester
NY
14607
Type or Classification
(B)
Investment Transfers
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$190,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$190,000
Investment Transfer02/07/2022$100,000
Investment Transfer11/29/2022$90,000
Name and Address
(A)
Service Employees International Union July 2020 Or

1800 Massachusetts Ave NW
Washington
DC
20036
Type or Classification
(B)
Organizing Subsidies & Rebates
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$264,036
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$264,036
January & February 2022 Organizing Subsidy02/16/2022$16,667
March 2022 Organizing Subsidy03/04/2022$8,333
April 2022 Organizing Subsidy04/08/2022$8,333
May 2022 Organizing Subsidy05/06/2022$8,333
June 2022 Organizing Subsidy06/03/2022$8,333
July 2022 Organizing Subsidy07/08/2022$8,333
August 2022 Organizing Subsidy08/05/2022$8,333
September 2022 Organizing Subsidy09/02/2022$8,333
October 2022 Organizing Subsidy10/07/2022$8,334
November 2022 Organizing Subsidy11/04/2022$8,334
December 2022 Organizing Subsidy12/06/2022$8,334
Rebate for January 202205/13/2022$16,386
Rebate for Feb & March 202207/06/2022$36,128
Rebate for April 202208/03/2022$20,888
Rebate for May202208/26/2022$22,796
Rebate for June 202210/28/2022$22,753
Rebate for November 202102/23/2022$21,612
Rebate for December 202103/11/2022$23,473
Name and Address
(A)
Sidney Hillman Health Center

750 East Avenue
Rochester
NY
14607
Type or Classification
(B)
Non-Profit Health & Welfare Trust
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$152,025
Total Non-Itemized Transactions with this Payee/Payer$43,075
Total of All Transactions with this Payee/Payer for This Schedule$195,100
Cleaning Services Reimbursement - Q103/17/2022$7,663
Cleaning Services Reimbursement - Q207/14/2022$6,037
Cleaning Services Reimbursement - Q310/20/2022$6,037
Financial Admin Fee - Jan 202201/13/2022$11,024
Financial Admin Fee - Feb 202202/11/2022$11,024
Financial Admin Fee - March 202203/17/2022$11,024
Financial Admin Fee - April 202204/07/2022$11,024
Financial Admin Fee - May 202205/06/2022$11,024
Financial Admin Fee - June 202206/02/2022$11,024
Financial Admin Fee - July 202207/14/2022$11,024
Financial Admin Fee - August 202208/11/2022$11,024
Financial Admin Fee - Sept 202209/08/2022$11,024
Financial Admin Fee - Oct 202210/06/2022$11,024
Financial Admin Fee - Nov 202211/03/2022$11,024
Financial Admin Fee - Dec 202212/01/2022$11,024
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 044-423

Name and Address
(A)
Anthony TeRiele

319 Beaver Dam Road
Selkirk
NY
12158
Type or Classification
(B)
Union Member L1714T - Negotiations
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,662
Total of All Transactions with this Payee/Payer for This Schedule$6,662
Name and Address
(A)
Bonadio & Co LLP

171 Sully's Trail
Pittsford
NY
14534
Type or Classification
(B)
Audit & Accounting Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,600
Total Non-Itemized Transactions with this Payee/Payer$10,320
Total of All Transactions with this Payee/Payer for This Schedule$18,920
Audit & Accounting Fees07/25/2022$8,600
Name and Address
(A)
Brian Murray

2228 Main St Apt 2
Buffalo
NY
14214
Type or Classification
(B)
Campaign Representative
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,440
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$11,440
Representational Reimbursements for Campaign12/22/2022$11,440
Name and Address
(A)
Creighton Johnsen Legal Fees Grioux

1103 Delaware Avenue
Buffalo
NY
14209
Type or Classification
(B)
Attorney Fees
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$73,505
Total Non-Itemized Transactions with this Payee/Payer$6,410
Total of All Transactions with this Payee/Payer for This Schedule$79,915
Legal Services03/11/2022$73,505
Name and Address
(A)
Hayes Dolce

471 Voorhees Avenue
Buffalo
NY
14216
Type or Classification
(B)
Attorney Fees
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$271,771
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$271,771
Legal Services04/01/2022$44,514
Legal Services05/11/2022$25,839
Legal Services06/14/2022$33,314
Legal Services07/22/2022$30,683
Legal Services08/24/2022$32,949
Legal Services09/15/2022$35,700
Legal Services10/21/2022$31,910
Legal Services11/29/2022$21,495
Legal Services12/15/2022$15,367
Name and Address
(A)
Jamie Middleton

146 A Vandenborgh Place
Troy
NY
12180
Type or Classification
(B)
Union Member L1714T - Negotiations
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,065
Total of All Transactions with this Payee/Payer for This Schedule$5,065
Name and Address
(A)
Livingston, Adler, Pulda, Meiklejohn & Kelly

557 Prospect Avenue
Hartford
CT
06105
Type or Classification
(B)
Attorney Fees
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,900
Total Non-Itemized Transactions with this Payee/Payer$20,020
Total of All Transactions with this Payee/Payer for This Schedule$25,920
Legal Services06/15/2022$5,900
Name and Address
(A)
Richard Bensinger

4220 Campbell Avenue, 507
Arlington
VA
22206
Type or Classification
(B)
Consulting Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$52,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$52,500
Consulting Services01/01/2022$5,833
Consulting Services02/18/2022$5,833
Consulting Services03/04/2022$5,833
Consulting Services05/09/2022$5,833
Consulting Services06/03/2022$5,833
Consulting Services07/08/2022$5,833
Consulting Services08/09/2022$5,833
Consulting Services11/23/2022$5,833
Consulting Services12/13/2022$5,836
Name and Address
(A)
Spear Wilderman PC

230 South Broad St, Ste1400
Philadelphia
PA
19102
Type or Classification
(B)
Attorney Fees
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,312
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,312
Legal Services06/07/2022$10,312
Name and Address
(A)
Virginia Rae Diamond

4220 Campbell Ave, Apt. 507
Arlington
VA
22206
Type or Classification
(B)
Consulting Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$18,000
Total of All Transactions with this Payee/Payer for This Schedule$18,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 044-423

There was no data found for this schedule.

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 044-423

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: 044-423

Name and Address
(A)
4429 Union Road, Inc

4429 Union Road
Cheektowaga
NY
14225
Type or Classification
(B)
Landlord - Buffalo Office
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$23,965
Total of All Transactions with this Payee/Payer for This Schedule$23,965
Name and Address
(A)
Chudy Paper Co.
2615 Walden Avenue

Cheektowaga
NY
14225
Type or Classification
(B)
Paper Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,958
Total of All Transactions with this Payee/Payer for This Schedule$6,958
Name and Address
(A)
Frontier c/o Mitel
53230

Phoenix
AZ
85072
Type or Classification
(B)
Phone Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,120
Total of All Transactions with this Payee/Payer for This Schedule$8,120
Name and Address
(A)
GHA Technologies
29661

Phoenix
AZ
85038
Type or Classification
(B)
Technology Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,148
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,148
Technical Support Renewal03/18/2022$5,148
Name and Address
(A)
Lanzer Holdings, LLC

110 Ruskin Road
Amherst
NY
14226
Type or Classification
(B)
Buffalo - Landlord
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,000
Total of All Transactions with this Payee/Payer for This Schedule$9,000
Name and Address
(A)
Lawley-Andolina-Verdi, LLC

441 East Avenue
Rochester
NY
14607
Type or Classification
(B)
Insurance Broker
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,814
Total Non-Itemized Transactions with this Payee/Payer$2,982
Total of All Transactions with this Payee/Payer for This Schedule$8,796
Cyber Insurance Coverage11/23/2022$5,814
Name and Address
(A)
Marathon Power, LLC
62-01 34th Avenue

Woodside
NY
11377
Type or Classification
(B)
Utilities - Gas & Electric
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,891
Total Non-Itemized Transactions with this Payee/Payer$37,375
Total of All Transactions with this Payee/Payer for This Schedule$43,266
Gas & Electric02/18/2022$5,891
Name and Address
(A)
Mega Cleaning Solutions
77260

Rochester
NY
14617
Type or Classification
(B)
Cleaning Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$18,720
Total of All Transactions with this Payee/Payer for This Schedule$18,720
Name and Address
(A)
Mr. Dominics At The Lake

4699 Lake Avenue
Rochester
NY
14612
Type or Classification
(B)
Catering
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,573
Total Non-Itemized Transactions with this Payee/Payer$6,189
Total of All Transactions with this Payee/Payer for This Schedule$17,762
Catering Event12/15/2022$11,573
Name and Address
(A)
Pat Fiore
Town Plaza Business Park
97 Broad Street
Waterford
NY
12188
Type or Classification
(B)
Albany Landlord
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$27,938
Total of All Transactions with this Payee/Payer for This Schedule$27,938
Name and Address
(A)
Postler and Jaeckle HVAC Services
615 South Avenue

Rochester
NY
14620
Type or Classification
(B)
HVAC Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$30,072
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$30,072
Quarterly Fee03/04/2022$7,425
Quarterly Fee06/15/2022$7,425
Quarterly Fee09/15/2022$7,425
Quarterly Fee12/15/2022$7,797
Name and Address
(A)
RG&E
11747

Newark
NJ
07101
Type or Classification
(B)
Utility Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,010
Total Non-Itemized Transactions with this Payee/Payer$26,976
Total of All Transactions with this Payee/Payer for This Schedule$39,986
Monthly Gas & Electric02/08/2022$7,822
Monthly Gas & Electric05/11/2022$5,188
Name and Address
(A)
Schindler Elevator Corporation
395 Summit Point, Ste 4

Henrietta
NY
14467
Type or Classification
(B)
Elevator Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,519
Total of All Transactions with this Payee/Payer for This Schedule$10,519
Name and Address
(A)
Selective Insurance Co of America
37148

Pittsburgh
PA
15250
Type or Classification
(B)
Commercial Insurance Carrier
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$26,418
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$26,418
Commercial Insurance Policy01/21/2022$26,418
Name and Address
(A)
Sidney Hillman Non-Profit Health & Welfare Trust C
750 East Avenue

Rochester
NY
14607
Type or Classification
(B)
Computer Admin Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$31,287
Total of All Transactions with this Payee/Payer for This Schedule$31,287
Name and Address
(A)
Ted Hosmer Enterprises, Inc.
888

Henrietta
NY
14467
Type or Classification
(B)
Snowplowing Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,222
Total of All Transactions with this Payee/Payer for This Schedule$5,222
Name and Address
(A)
Tri-Main Development, LLC
2495 Main Street

Buffalo
NY
14214
Type or Classification
(B)
Buffalo Landlord
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$17,247
Total of All Transactions with this Payee/Payer for This Schedule$17,247
Name and Address
(A)
Vanguard Cleaning Systems of Upstate NY
300 Main Street, Suite 16

East Rochester
NY
14445
Type or Classification
(B)
Cleaning Service Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,910
Total of All Transactions with this Payee/Payer for This Schedule$8,910
Name and Address
(A)
Verizon Wireless
408

Newark
NJ
07101
Type or Classification
(B)
Phone Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,465
Total of All Transactions with this Payee/Payer for This Schedule$7,465
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 044-423

Name and Address
(A)
Courtyard by Marriott

390 East Avenue
Rochester
NY
14607
Type or Classification
(B)
Lodging
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,940
Total Non-Itemized Transactions with this Payee/Payer$4,120
Total of All Transactions with this Payee/Payer for This Schedule$11,060
Lodging for IOT in September 202211/03/2022$6,940
Name and Address
(A)
Heindl Printers

800 West Metro Park, Ste B
Rochester
NY
14623
Type or Classification
(B)
Publication Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,484
Total Non-Itemized Transactions with this Payee/Payer$6,497
Total of All Transactions with this Payee/Payer for This Schedule$15,981
Winter Reflections 202101/21/2022$9,484
Name and Address
(A)
WorkX Printing Cooperative

41 Jackson Street
Worcester
MA
01608
Type or Classification
(B)
Union Shirts
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,628
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,628
Shirts for campaign08/18/2022$6,628
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 044-423

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$562,331
Retirement Plan Contributions - DBConsolidated Retirement Fund$136,224
Retirement Plan Contributions - DCPrincipal Financial Group$37,674
Health Center BenefitsSidney Hillman Health Center$12,628
Life Insurance BenefitsAmalgamated Life$39,957
Life Insurance BenefitsPrudential$630
Life Insurance BenefitsAmalgamated National Health Fund$1,355
Workers Comp InsuranceNYSIF$5,459
Short Term Disability & NYPFLFirst UNUM$6,089
Long Term DisabilitySunlife$5,465
Self Insured Dental DrawsExcellus Providers$24,187
Dental & Vision BenefitsAmericas Family & Welfare Fund$4,706
Out of Area Health StipendOut of Area Retirees$14,400
EAPESI$233
HRA BenefitsProflex Adminstrators LLC$5,587
Life InsuranceService Employees Benefit Fund$505
Rochester Retiree Health InsuranceExcellus$40,464
Active Employee Health InsuranceExcellus$180,106
Buffalo Retiree Health InsuranceBCBS of WNY$42,735
Dental FeesExcellus$3,486
NYS Unemployment InsuranceNYS$441
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 044-423


Question 10: Rochester Joint Board Realty Corporation - 750 East Avenue, Rochester, NY 14607, a corporation whose sole member is the Rochester Regional Joint Board (RRJB), which exists only to hold title to real estate on behalf of the RRJB. The transactions are included on this LM-2 report. Rochester Regional Joint Board Fund For The Future (Trust) (ID#22-3462684) - 750 East Avenue, Rochester, NY 14607, the Trust as approved by the IRS was created, organized, and funded by the RRJB for the purpose of carrying out certain functions of RRJB, including among other purposes organizing and promotional campaigns, and charitable activities. Retirement Plans covering employees of the labor organization, Rochester Regional Joint Board Retirement Plan (ID#16-0330070, Plan #1) - 750 East Avenue, Rochester, NY 14607, the Plan provided retirement benefits for qualified members of the retail clothing industry represented by the Rochester Joint Board - ACTWU. Sidney Hillman Health Center of Rochester (ID#16-0864443, Plan #501) - 750 East Avenue, Rochester, NY 14607, the Center provides ambulatory diagnostic care to qualified members of the RRJB.

Question 11(a):

Question 11(a): Rochester Joint Board Political Education Committee (ID#C00011239) 750 East Avenue, Rochester, NY 14607 - The fund is a political education committee. Reports are filed with the Federal Election Commission. Rochester Regional Joint Board State PAC (ID#A17910) 750 East Avenue, Rochester, NY 14607 - The fund is a political action committee. Reports are filed with the NYS Board of Elections.

Question 12: During the 2022 reporting period, the Rochester Regional Joint Board was undergoing its annual independent financial statement audit for the 2021 calendar year. The audit was conducted by Bonadio & Co., LLP, a regional accounting firm located in Pittsford, NY.

Schedule 1, Row1:

Schedule 1, Row1::

Schedule 8, Row1:

Schedule 8, Row1::

Schedule 8, Row2:

Schedule 8, Row2::

Schedule 9, Row1:

Schedule 9, Row1:::

Schedule 9, Row2:

Schedule 9, Row2:::

Schedule 9, Row3:

Schedule 9, Row3:::SBA approved forgiveness of PPP Loan

Schedule 13, Row1:

Schedule 13, Row1::::::This number represents a total of dues paying members throughout the calendar year. This total fluctuates throughout the year, as seasonal members, closings, and turnover can dramatically shift the total in either direction.

Schedule 13, Row1:

Schedule 13, Row1::::::
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)