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: 08-31-2026
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
509-450
2. PERIOD COVERED
From07/01/2023
Through06/30/2024
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
TEACHERS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
STATE FEDERATION
 6. DESIGNATION NBR

7. UNIT NAME (if any)
HEALTH PROFESSIONALS & ALLIED EMPLOYEES
8. MAILING ADDRESS (Type or print in capital letters)
First Name
Deborah
 Last Name
White
P.O Box - Building and Room Number

Number and Street
110 KINDERKAMACK ROAD
City
EMERSON
State
NJ		 ZIP Code + 4
07630


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 VI on penalties in the instructions.)
70. SIGNED:Deborah A WhitePRESIDENT71. SIGNED:Alexis Rean-WalkerTREASURER
Date:Sep 27, 2024Telephone Number:609-828-4105Date:Sep 27, 2024Telephone Number:908-468-1004
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 509-450
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?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?10/2024
20. How many members did the labor organization have at the end of the reporting period?13,444
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees1.25 %pergross incomeN/AN/A
(b) Working Dues/Feesper
(c) Initiation Fees$30perInitial payroll$30$30
(d) Transfer Feesper
(e) Work Permitsper

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 509-450

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $5,475,755$7,326,962
23. Accounts Receivable1$950,269$900,057
24. Loans Receivable2
25. U.S. Treasury Securities $382,145$295,401
26. Investments5$3,452,397$3,832,624
27. Fixed Assets6$738,228$687,458
28. Other Assets7$133,996$189,822
29. TOTAL ASSETS $11,132,790$13,232,324

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$748,069$556,754
31. Loans Payable9
32. Mortgages Payable $0$0
33. Other Liabilities10$1,396,493$1,315,980
34. TOTAL LIABILITIES $2,144,562$1,872,734
35. NET ASSETS$8,988,228$11,359,590
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 509-450

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $12,973,026
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $126,881
41. Dividends $192,876
42. Rents $0
43. Sale of Investments and Fixed Assets3$97,000
44. Loans Obtained9
45. Repayments of Loans Made2
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $30,252
48. Other Receipts14$525,765
49. TOTAL RECEIPTS $13,945,800
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$4,652,422
51. Political Activities and Lobbying16$480,189
52. Contributions, Gifts, and Grants17$33,585
53. General Overhead18$1,564,691
54. Union Administration19$546,161
55. Benefits20$1,526,144
56. Per Capita Tax $2,482,031
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$352,930
61. Loans Made2
62. Repayment of Loans Obtained9
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $44,064
65. Direct Taxes $395,609
  
66. Subtotal $12,077,826
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$1,481,681  
  67b. Less Total Disbursed$1,498,448  
  67c. Total Withheld But Not Disbursed -$16,767
68. TOTAL DISBURSEMENTS $12,094,593
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 509-450

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$57,883$22,987$23,426$0
Totals from all other accounts receivable$842,174$2,645$2,462 
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $900,057$25,632$25,888$0
Bergen New Bridge Medical Center$6,758$6,758
HPAE Local 5004$6,695$6,695
HPAE Local 5094$44,430$22,987$9,973
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 509-450

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: 509-450

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$970,872$970,872$1,043,964$1,043,964
US Treasury Securities$97,583$97,583$97,000$97,000
Marketable Securities$873,289$873,289$946,964$946,964
Less Reinvestments$946,964
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$97,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 509-450

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$1,299,894$1,299,894$1,299,894
Marketable Securities$1,299,019$1,299,019$1,299,019
Office Furniture and Equipment$875$875$875
 Less Reinvestments$946,964
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$352,930
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 509-450

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost$3,878,126
B. Total Book Value$3,832,624
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • City National Rochdale Fixed Income Oppty Cl
$277,455
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)) $3,832,624
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 509-450

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      North Operations$181,852 $181,852$417,600
B. Buildings (give location)    
Building  1 :      North Operations$1,247,813$799,614$448,199$810,600
C. Automobiles and Other Vehicles
D. Office Furniture and Equipment$756,521$699,114$57,407$57,407
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $2,186,186$1,498,728$687,458$1,285,607
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 509-450

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $189,822
Prepaid Expenses$51,106
Security Deposits$8,141
Operating Right of Use Asset$130,575
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 509-450

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$556,754$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $556,754$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 509-450

Source of Loans Payable at Any
Time During the Reporting Period
(A) 		Loans Owed at
Start of Period
(B) 		Loans Obtained
During Period
(C) 		Repayment
During Period
Cash
(D)(1) 		Repayment
During Period
Other Than Cash
(D)(2) 		Loans Owed at
End of Period
(E)
Total Loans Payable$0$0$0$0$0
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 509-450

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $1,315,980
Vacation Liability$349,310
Sicktime Liablitity$255,868
Payroll Tax and Benefits Liability$18,447
Post Retirement Benefit Obligation$561,480
Operating Lease Liability$130,875
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 509-450

(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 		White ,  Deborah  
President
C		$120,944$1,200$2,431$0$124,575
I
Schedule 15
Representational Activities 		66 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		28 %
A
B
C 		Rean-Walker ,  Alexis  
Secretary Treasurer
C		$138,757$1,200$5,341$0$145,298
I
Schedule 15
Representational Activities 		11 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		7 % Schedule 19
Administration 		77 %
A
B
C 		Rosen ,  Barbara  
First Vice President
C		$123,001$1,200$1,421$0$125,622
I
Schedule 15
Representational Activities 		15 % Schedule 16
Political Activities and Lobbying 		4 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		81 %
A
B
C 		Agosto ,  Ruth  
Second VP (Local 5030)
P		$0$5,226$0$0$5,226
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Barden ,  Alice Windle  
Second VP (Local 5004)
C		$4,091$10,000$0$0$14,091
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Bell ,  Doris  
Second VP (Local 5118)
C		$0$12,190$0$0$12,190
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Crimaldi ,  Christine  
Second VP (Local 5185)
C		$0$5,136$0$0$5,136
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Davis ,  Robert  
Second VP (Local 5091)
C		$0$11,555$525$0$12,080
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Esteves ,  Wendi  
Second VP (Local 5112)
P		$0$484$0$0$484
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Ferrara ,  April  
Second VP (Local 5621)
C		$0$10,750$0$0$10,750
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Frani ,  Emer  
Second VP (Local 5147)
C		$0$4,239$0$0$4,239
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Hayes ,  Daniel  
Second VP (Local 5058)
N		$0$9,399$0$0$9,399
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Herndon ,  Banita  
Second VP (Local 5089)
C		$0$6,079$600$0$6,679
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Howarth ,  Anne-Marie  
Second VP (Local 5089)
N		$0$0$0$0$0
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Kwimi ,  Albert  
Second VP (Local 5629)
P		$0$0$766$0$766
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Lewis ,  Christopher  
Second VP (Local 5106)
C		$0$13,305$426$0$13,731
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Mankowski ,  Nicole  
Second VP (Local 5186)
C		$0$16,444$0$0$16,444
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Merkowsky ,  Judith  
Second VP ( Local 5103)
C		$0$2,890$762$0$3,652
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Mount ,  Sheryl  
Second VP (Local 5105)
C		$0$16,000$0$0$16,000
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Novosielski ,  Ryan  
Second VP (Local 5094)
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Ontal ,  Tara Lyndia  
Second VP (Local 5030)
N		$10,700$3,887$0$0$14,587
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Pona ,  Anna  
Second VP (Local 5138)
C		$767$7,693$105$0$8,565
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Sands ,  Caroline  
Second VP (Local 5131)
C		$0$10,000$0$0$10,000
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Saracino ,  Christa  
Second VP (Local 5142)
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Umoru ,  Ibidulla  
Second VP (Local 5107)
C		$0$3,477$0$0$3,477
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		White ,  Sandra  
Second VP (Local 5097)
C		$0$572$0$0$572
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Witt ,  ADAM P,  
Second VP (Local 5058)
P		$0$4,847$0$0$4,847
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Brown-Olver ,  Sabrina  
Asst Second VP ( L 5089)
C		$0$5,800$0$0$5,800
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Beavers-Busby ,  Tiffany  
Asst Second VP ( L 5058)
P		$0$4,325$0$0$4,325
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Cefaratti ,  Tracy  
Asst Second VP ( L 5621)
C		$0$10,750$0$0$10,750
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Falconi ,  Jose  
Asst Second VP ( L 5030)
P		$0$3,205$0$0$3,205
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Fordyce ,  Kelly  
Asst Second VP ( L 5131)
C		$0$10,000$389$0$10,389
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Hamer ,  Valerie  
Asst Second VP ( L 5112)
P		$0$483$0$0$483
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Hodge ,  Sharon  
Asst Second VP ( L 5097)
C		$0$570$0$0$570
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Howarth ,  Alice  
Asst Second VP ( L 5138)
C		$4,824$7,694$125$0$12,643
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Lowe ,  Rebecca  
Asst Second VP ( L 5186)
C		$0$5,972$0$0$5,972
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Mazuru ,  Faith  
Asst Second VP ( L 5091)
C		$0$6,051$0$0$6,051
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		McCausland ,  Anna  
Asst Second VP ( L 5118)
C		$0$6,190$0$0$6,190
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		McLaughlin ,  Michele  
Asst Second VP ( L 5004)
C		$0$8,000$0$0$8,000
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		O'Hea ,  Justin  
Asst Second VP ( L 5094)
C		$0$14,000$75$0$14,075
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Ogle ,  Stefanie  
Asst Second VP ( L 5058)
N		$0$317$0$0$317
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Posser ,  Timothy  
Asst Second VP (L 5103)
C		$0$2,890$0$0$2,890
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Puca ,  Katherine  
Asst Second VP ( L 5030)
N		$7,157$2,959$0$0$10,116
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Terwilliger ,  Bonnie  
Asst Second VP ( L 5105)
C		$0$10,000$0$0$10,000
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Williams-Joseph ,  Tamara  
Asst Second VP ( L 5107)
C		$0$2,815$0$0$2,815
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Zitzman ,  Joan  
Asst Second VP ( L 5158)
C		$5,782$11,136$150$0$17,068
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
Total Officer Disbursements$416,023$270,930$13,116$0$700,069
Less Deductions    $159,480
Net Disbursements    $540,589
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 509-450

(A)
Name		(B)
Title		(C)
Other Payer		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances Disbursed 		(F)
Disbursements for Official Business 		(G)
Other Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Allen ,  Michael  
Public Policy CommCoordin
None		$110,731$5,570$1,210$0$117,511
I
Schedule 15
Representational Activities 		92 % Schedule 16
Political Activities and Lobbying 		8 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Alteros-Smith ,  Sherill  
Staff Rep II
None		$86,600$4,064$2,397$0$93,061
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Ball ,  Jeffrey  
Project Coordinator
None		$141,008$5,256$1,547$0$147,811
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		6 % Schedule 19
Administration 		19 %
A
B
C 		Boyler ,  Barbara  
Project Staff
None		$21,336$100$0$0$21,436
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Bradley ,  Michael  
Lead Organizer
None		$36,188$757$2,452$0$39,397
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Brooks ,  Joel  
Staff Rep IIi
None		$108,484$2,819$4,033$0$115,336
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Burgess ,  Moricka  
Organizing Director
None		$15,584$1,210$108$0$16,902
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Burstein ,  William  
Organizer II
None		$46,866$1,514$4,058$0$52,438
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Collado ,  Suzanne  
Lead Organizer
None		$92,886$4,052$2,462$0$99,400
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		0 %
A
B
C 		Connelly ,  John  
Organizer II
None		$83,269$3,550$2,077$0$88,896
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Cotumaccio ,  Corrado  
Staff Rep III
None		$117,631$5,640$666$0$123,937
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Cucci ,  Charles  
Bookkeeper
None		$90,515$0$153$0$90,668
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		99 % Schedule 19
Administration 		0 %
A
B
C 		De Luca ,  Fred  
Dir Member Represent
None		$155,529$5,640$0$0$161,169
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Devane ,  Bridget  
Director of Public Policy
None		$138,032$3,356$3,404$0$144,792
I
Schedule 15
Representational Activities 		49 % Schedule 16
Political Activities and Lobbying 		47 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		4 %
A
B
C 		Dixon ,  Alethea  
Public Policy II
None		$84,235$4,858$1,409$0$90,502
I
Schedule 15
Representational Activities 		24 % Schedule 16
Political Activities and Lobbying 		76 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Fleck ,  Victoria  
Staff Rep II
None		$80,763$1,708$9,585$0$92,056
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Halfacre II ,  Richard  
Staff Rep III
None		$114,256$4,512$4,626$0$123,394
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Hansen ,  Heidi  
Public Policy III
None		$105,859$1,200$0$0$107,059
I
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 		Jackson ,  William  
Public Policy III
None		$36,598$0$0$0$36,598
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		99 % Schedule 19
Administration 		1 %
A
B
C 		Jennings-Rogers ,  Crystal  
Public Policy III
None		$19,382$300$586$0$20,268
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Kelley ,  LaDonna  
Professional Staff II
None		$23,903$2,050$0$0$25,953
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Klebanowska ,  Anna  
Public Policy III
None		$46,712$993$2,924$0$50,629
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Leone ,  Teresa  
Staff Rep III/South Team
None		$148,232$5,640$0$0$153,872
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Leshinski ,  Lisa  
HPAE General Counsel
None		$139,505$5,890$1,184$0$146,579
I
Schedule 15
Representational Activities 		97 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		3 %
A
B
C 		Levine ,  Carlton  
Staff Rep III
None		$146,020$4,156$2,998$0$153,174
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		McCalla ,  Tamara  
Administrative Manager
None		$107,245$1,100$1,180$0$109,525
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		98 % Schedule 19
Administration 		2 %
A
B
C 		Morris ,  Latoya  
Public Policy III
None		$15,093$300$2,432$0$17,825
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Munck ,  Christine  
Director of Member Repres
None		$120,201$2,799$3,957$0$126,957
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		2 %
A
B
C 		Patel ,  Aarti  
Staff Rep III
None		$79,049$3,775$445$0$83,269
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Pierce ,  Jean  
Public Policy IiI
None		$123,910$5,540$150$0$129,600
I
Schedule 15
Representational Activities 		77 % Schedule 16
Political Activities and Lobbying 		22 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		1 %
A
B
C 		Presley ,  Marcus  
Staff Rep III
None		$105,721$4,728$912$0$111,361
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Ragsdale ,  MoNeke  
Organizer II
None		$84,623$3,292$3,987$0$91,902
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Ramirez ,  Renzo  
Organizer I
None		$14,106$260$310$0$14,676
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Rooney ,  Lee  
Payroll/Human Resources
None		$111,243$0$0$0$111,243
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		96 % Schedule 19
Administration 		4 %
A
B
C 		Schicker ,  Sheila  
Staff Rep II
None		$85,335$4,720$483$0$90,538
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Shumar ,  Mark  
Staff Rep III
None		$46,520$1,204$1,493$0$49,217
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Silas ,  Kenya  
Admin Support Staff I
None		$45,992$0$0$0$45,992
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		99 % Schedule 19
Administration 		1 %
A
B
C 		Silva ,  Benjamin  
Staff Rep II
None		$82,699$5,097$742$0$88,538
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Tyrpak ,  Jed  
Education-Health & Safety
None		$101,446$4,725$2,134$0$108,305
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		20 %
A
B
C 		Wagner ,  Derek  
Admin Support Staff I
None		$51,196$0$134$0$51,330
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		99 % Schedule 19
Administration 		1 %
A
B
C 		Wedderburn ,  Kimberly  
Admin Support Staff III
None		$59,098$0$79$0$59,177
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		Wehrwein ,  Ethan  
Organizer I
None		$73,202$3,587$5,027$0$81,816
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Westenberg ,  John  
Digital Strategies Spclst
None		$108,984$5,540$0$0$114,524
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		4 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Whalen ,  Christopher  
Executive Director
None		$151,249$2,972$6,356$0$160,577
I
Schedule 15
Representational Activities 		52 % Schedule 16
Political Activities and Lobbying 		8 % Schedule 17
Contributions 		2 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		33 %
A
B
C 		Williams ,  Sharon  
Admin Support Stuff II
None		$47,908$0$0$0$47,908
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		99 % Schedule 19
Administration 		1 %
A
B
C 		Caraballo ,  Leslian  
Local 5030 Vice President
None		$7,707$2,959$204$0$10,870
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Cohen ,  Beth Michell  
Local 5058 Vice President
None		$0$10,000$0$0$10,000
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Elsaid ,  Azza  
L 5030 Co-Grievance Chair
None		$6,209$5,922$0$0$12,131
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Schantz ,  Melody  
Local 5105 Treasurer
None		$0$10,000$325$0$10,325
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Weinstein ,  Nancy  
Local 5186 Vice President
None		$0$11,944$0$0$11,944
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$23,323$273,294$2,497$0$299,114
I Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
Total Employee Disbursements$3,842,183$438,593$80,726$0$4,361,502
Less Deductions    $1,322,201
Net Disbursements    $3,039,301
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 509-450

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 13,444 
Agency Fee Payers*20
Total Members/Fee Payers13,464 
*Agency Fee Payers are not considered members of the labor organization.
Members13,408Yes
Members - at - Large/Retired Members36No
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 509-450

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$448,971
2. Named Payer Non-itemized Receipts$38,212
3. All Other Receipts$38,582
4. Total Receipts$525,765
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$5,000
2. Named Payee Non-itemized Disbursements$10,000
3. To Officers$0
4. To Employees$3,212
5. All Other Disbursements$15,373
6. Total Disbursements$33,585
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$424,288
2. Named Payee Non-itemized Disbursements$264,357
3. To Officers$421,620
4. To Employees$3,471,468
5. All Other Disbursements$70,689
6. Total Disbursements$4,652,422
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$646,455
2. Named Payee Non-itemized Disbursements$278,307
3. To Officers$11,417
4. To Employees$560,968
5. All Other Disbursements$67,544
6. Total Disbursements$1,564,691
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$212,732
2. Named Payee Non-itemized Disbursements$30,179
3. To Officers$18,519
4. To Employees$200,637
5. All Other Disbursements$18,122
6. Total Disbursements$480,189
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$124,784
2. Named Payee Non-itemized Disbursements$27,103
3. To Officers$248,514
4. To Employees$125,218
5. All Other Disbursements$20,542
6. Total Disbursements$546,161
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 509-450

Name and Address
(A)
American Federation of Teachers, AFL-CIO

555 New Jersey Avenue, NW
Washington
DC
20001
Type or Classification
(B)
National Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$408,739
Total Non-Itemized Transactions with this Payee/Payer$38,212
Total of All Transactions with this Payee/Payer for This Schedule$446,951
AFT - Rebates07/19/2023$8,796
Legal Expense Reimbursement07/21/2023$7,241
Reimburse for Staffing Campaign07/24/2023$100,000
Solidarity Funding08/02/2023$45,737
COPE PIPE Grant08/18/2023$7,792
Legal Expense Reimbursement08/29/2023$17,154
COPE PIPE Grant09/15/2023$6,316
COPE PIPE Grant10/31/2023$6,532
Legal Expense Reimbursement11/16/2023$28,729
Solidarity Funding11/17/2023$18,687
COPE PIPE Grant11/17/2023$5,679
COPE PIPE Grant01/02/2024$6,302
AFT - Rebates01/19/2024$5,440
Solidarity Funding02/13/2024$28,467
COPE PIPE Grant03/12/2024$5,445
Solidarity Funding04/12/2024$28,722
COPE PIPE Grant04/24/2024$5,950
AFT - Rebate05/01/2024$5,419
Legal Expense Reimbursement05/03/2024$30,793
COPE PIPE Grant05/10/2024$14,319
Reimbursement for Organizer05/16/2024$18,586
COPE PIPE Grant06/14/2024$6,633
Name and Address
(A)
First Actuarial Consulting, Inc.

1501 Broadway, Rm 1728
New York
NY
10036
Type or Classification
(B)
Actuarial Consulting
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$13,000
Refund02/12/2024$13,000
Name and Address
(A)
Joel Brooks

37 Duncan Avenue Apt 4E
Jersey City
NJ
07304
Type or Classification
(B)
Employee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,679
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$10,679
Refund02/12/2024$10,679
Name and Address
(A)
Michael Allen

1114 E Ridgewood Ave
Ridgewood
NJ
07450
Type or Classification
(B)
Employee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,357
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$11,357
Refund08/31/2023$11,357
Name and Address
(A)
Pitney Bowes Global Financial Services

3001 Summer Street
Stamford
CT
06926
Type or Classification
(B)
Postage & Equipment Rental
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,196
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,196
Refund02/22/2024$5,196
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 509-450

Name and Address
(A)
AMERICAN ARBITRATION ASSOC. INC. - TX

13727 NOEL ROAD, SUITE 700
DALLAS
TX
75240
Type or Classification
(B)
NON PROFIT ASSOCIATION
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$14,250
Total of All Transactions with this Payee/Payer for This Schedule$14,250
Name and Address
(A)
BLOOMBERG INDUSTRY GROUP, INC.

1801 S. BELL STREET
ARLINGTON
VA
22202
Type or Classification
(B)
LEGAL ONLINE RESEARCH
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,075
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$14,075
ONLINE LAW DATABASE08/17/2023$14,075
Name and Address
(A)
BROADSTRIPES LLC
PO BOX 3309

NEW HAVEN
CT
06515
Type or Classification
(B)
DATABASE
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,447
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$8,447
COMPUTER SOFTWARE02/06/2024$8,447
Name and Address
(A)
CLEARVIEW CONSULTING PARTNERS, LLC

6911 CLEARVIEW ST.
PHILADELPHIA
PA
19119
Type or Classification
(B)
PROFESSIONAL SERVICES
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$8,925
Total of All Transactions with this Payee/Payer for This Schedule$8,925
Name and Address
(A)
DOUBLETREE BY HILTONCHERRY HILL NJ

2349 MARLTON PIKE W
CHERRY HILL
NJ
08002
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$9,950
Total of All Transactions with this Payee/Payer for This Schedule$9,950
Name and Address
(A)
F.A.BULOUS SPECIALTIES, INC.

184S. LIVINGSTON AVE.9-342
LIVINGSTON
NJ
07039
Type or Classification
(B)
MERCHANDISE WHOLESALER
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,570
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$7,570
MERCHANDISE WITH LOGO'S03/21/2024$7,570
Name and Address
(A)
HILTON MEADOWLANDS HEAST RUTHERFORD NJ

2 MEADOWLANDS CENTER
EAST RUTHERFORD
NJ
07073
Type or Classification
(B)
HOTEL
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,299
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,299
MEETING10/31/2023$5,299
Name and Address
(A)
HPAE LOCAL 5004

11 PERSHING AVE.
RIDGEWOOD
NJ
07456
Type or Classification
(B)
LOCAL
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,491
Total Non-Itemized Transactions with this Payee/Payer$5,010
Total of All Transactions with this Payee/Payer for This Schedule$25,501
LOCAL UNION REBATES11/02/2023$7,789
LOCAL UNION REBATES02/02/2024$6,429
LOCAL UNION REBATES04/16/2024$6,273
Name and Address
(A)
HPAE LOCAL 5030

1002 - 87TH ST.
NORTH BERGEN
NJ
07047
Type or Classification
(B)
LOCAL
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$15,323
Total of All Transactions with this Payee/Payer for This Schedule$15,323
Name and Address
(A)
HPAE LOCAL 5058

29 BREAKWATER SQUARE
FREEHOLD
NJ
07728
Type or Classification
(B)
LOCAL
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$40,404
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$40,404
LOCAL UNION REBATES08/09/2023$10,194
LOCAL UNION REBATES11/02/2023$10,789
LOCAL UNION REBATES02/27/2024$9,100
LOCAL UNION REBATES05/03/2024$10,321
Name and Address
(A)
HPAE LOCAL 5089

142-09 CRONSTON AVE.
NEPONSIT
NY
11694
Type or Classification
(B)
LOCAL
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$50,652
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$50,652
LOCAL UNION REBATES08/29/2023$10,484
LOCAL UNION REBATES12/01/2023$13,896
LOCAL UNION REBATES02/27/2024$13,479
LOCAL UNION REBATES05/06/2024$12,793
Name and Address
(A)
HPAE LOCAL 5091

207 GLEN AVE.
GLEN ROCK
NJ
07452
Type or Classification
(B)
LOCAL
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,509
Total Non-Itemized Transactions with this Payee/Payer$7,673
Total of All Transactions with this Payee/Payer for This Schedule$15,182
LOCAL UNION REBATES01/26/2024$7,509
Name and Address
(A)
HPAE LOCAL 5094

302 COMMONS WAY
SOMERSET
NJ
08873
Type or Classification
(B)
LOCAL
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$57,402
Total Non-Itemized Transactions with this Payee/Payer$7,000
Total of All Transactions with this Payee/Payer for This Schedule$64,402
LOCAL UNION REBATES08/09/2023$13,880
LOCAL UNION REBATES11/07/2023$14,166
LOCAL UNION REBATES02/27/2024$12,337
LOCAL UNION REBATES05/03/2024$17,019
Name and Address
(A)
HPAE LOCAL 5103

5000 GARNER DRIVE
MORRISVILLE
PA
19067
Type or Classification
(B)
LOCAL
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,419
Total of All Transactions with this Payee/Payer for This Schedule$5,419
Name and Address
(A)
HPAE LOCAL 5105

213 S. MONROE AVE.
WENONAH
NJ
08090
Type or Classification
(B)
LOCAL
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,617
Total Non-Itemized Transactions with this Payee/Payer$9,372
Total of All Transactions with this Payee/Payer for This Schedule$19,989
LOCAL UNION REBATES08/09/2023$5,014
LOCAL UNION REBATES03/22/2024$5,603
Name and Address
(A)
HPAE LOCAL 5106

2010 SPRING GARDEN ST., 1-
PHILADELPHIA
PA
19130
Type or Classification
(B)
LOCAL
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$6,613
Total of All Transactions with this Payee/Payer for This Schedule$6,613
Name and Address
(A)
HPAE LOCAL 5118

28 WOODLAWN AVE.
COLLINGSWOOD
NJ
08108
Type or Classification
(B)
LOCAL
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$58,024
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$58,024
LOCAL UNION REBATES08/03/2023$14,616
LOCAL UNION REBATES11/02/2023$12,818
LOCAL UNION REBATES02/05/2024$18,462
LOCAL UNION REBATES05/06/2024$12,128
Name and Address
(A)
HPAE LOCAL 5131

18 STERLING PLACE
MILLVILLE
NJ
08332
Type or Classification
(B)
LOCAL
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$27,781
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$27,781
LOCAL UNION REBATES08/03/2023$7,518
LOCAL UNION REBATES11/02/2023$6,949
LOCAL UNION REBATES02/02/2024$6,074
LOCAL UNION REBATES04/16/2024$7,240
Name and Address
(A)
HPAE LOCAL 5138

11 E. 25TH ST.
LONG BEACH TWP.
NJ
08008
Type or Classification
(B)
LOCAL
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$8,828
Total of All Transactions with this Payee/Payer for This Schedule$8,828
Name and Address
(A)
HPAE LOCAL 5147

662 CHESTNUT PLACE
SECAUCUS
NJ
07094
Type or Classification
(B)
LOCAL
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$8,255
Total of All Transactions with this Payee/Payer for This Schedule$8,255
Name and Address
(A)
HPAE LOCAL 5185

116 HUMPHREY AVE.
BAYONNE
NJ
07002
Type or Classification
(B)
LOCAL
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$13,999
Total of All Transactions with this Payee/Payer for This Schedule$13,999
Name and Address
(A)
HPAE LOCAL 5186

98 WEST 38TH ST
BAYONNE
NJ
07002
Type or Classification
(B)
LOCAL
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$11,198
Total of All Transactions with this Payee/Payer for This Schedule$11,198
Name and Address
(A)
HPAE LOCAL 5621

119 WATKINS AVE.
WOODBURY
NJ
08096
Type or Classification
(B)
LOCAL
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,567
Total Non-Itemized Transactions with this Payee/Payer$14,276
Total of All Transactions with this Payee/Payer for This Schedule$19,843
LOCAL UNION REBATES05/06/2024$5,567
Name and Address
(A)
MESSAGE & MEDIA, INC.

109 CHURCH ST., SUITE 4
NEW BRUNSWICK
NJ
08901
Type or Classification
(B)
MEDIA CONSULTANT
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$63,834
Total Non-Itemized Transactions with this Payee/Payer$44,999
Total of All Transactions with this Payee/Payer for This Schedule$108,833
PROMOTION MATERIALS02/15/2024$27,900
PROMOTION MATERIALS04/04/2024$10,934
PROMOTION MATERIALS05/22/2024$25,000
Name and Address
(A)
PECKLERS ADR, LLC

8900 BOULEVARD EAST 6E N
NORTH BERGEN
NJ
07047
Type or Classification
(B)
ARBITRATOR
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,500
Total Non-Itemized Transactions with this Payee/Payer$2,500
Total of All Transactions with this Payee/Payer for This Schedule$10,000
ARBITRATION SERVICES12/14/2023$7,500
Name and Address
(A)
POLITICO MEDIA GROUP HOLDING, INC.
PO BOX 419342

BOSTON
MA
02241
Type or Classification
(B)
RESEARCH SERVICE
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,074
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$7,074
REFERENCE SERVICES02/22/2024$7,074
Name and Address
(A)
THE CLINTON INN HOTEL AND EVENT CENTER

145 DEAN DR
TENAFLY
NJ
07670
Type or Classification
(B)
HOTEL & MEETING
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$10,741
Total of All Transactions with this Payee/Payer for This Schedule$10,741
Name and Address
(A)
THE FOOD ARCHITECTS, LLC

121 ETHEL RD. W. STE. # 5
PISCATAWAY
NJ
08854
Type or Classification
(B)
FOOD SERVICE
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,186
Total of All Transactions with this Payee/Payer for This Schedule$5,186
Name and Address
(A)
THE LAW OFFICES OF LAUREN SANDY, LLC

5 TIMBER DRIVE
OCEAN
NJ
07712
Type or Classification
(B)
LEGAL
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,989
Total Non-Itemized Transactions with this Payee/Payer$16,276
Total of All Transactions with this Payee/Payer for This Schedule$30,265
LEGAL SERVICES01/11/2024$7,053
LEGAL SERVICES05/28/2024$6,936
Name and Address
(A)
THE PRINT GROUP, INC.

24 E. WESLEY ST.
S. HACKENSACK
NJ
07606
Type or Classification
(B)
PRINTING COMPANY
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$18,053
Total Non-Itemized Transactions with this Payee/Payer$25,809
Total of All Transactions with this Payee/Payer for This Schedule$43,862
PRINTING SERVICES - FORMS08/03/2023$12,508
PRINTING SERVICES - CONTRACTS11/20/2023$5,545
Name and Address
(A)
WEISSMAN & MINTZ LLC

220 DAVIDSON AVENUE 410
SOMERSET
NJ
08873
Type or Classification
(B)
LEGAL
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$12,755
Total of All Transactions with this Payee/Payer for This Schedule$12,755
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 509-450

Name and Address
(A)
Health Professionals & Allied Employees TP

110 Kinderkamack Rd
Emerson
NJ
07630
Type or Classification
(B)
527 Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$30,000
Total Non-Itemized Transactions with this Payee/Payer$7,319
Total of All Transactions with this Payee/Payer for This Schedule$37,319
Payment to 527 Organization03/15/2024$24,000
Payment to 527 Organization05/16/2024$6,000
Name and Address
(A)
Media Fortitude Partners

30 Newport Pkwy, Ste. 2110
Jersey City
NJ
07310
Type or Classification
(B)
Media Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$85,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$85,000
Advertising03/25/2024$30,000
Advertising04/30/2024$55,000
Name and Address
(A)
Message & Media, Inc.

109 Church St., Suite 4
New Brunswick
NJ
08901
Type or Classification
(B)
Media Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$56,712
Total Non-Itemized Transactions with this Payee/Payer$18,652
Total of All Transactions with this Payee/Payer for This Schedule$75,364
Video Production03/26/2024$6,000
Produce White Paper04/02/2024$8,450
Advertising04/30/2024$36,030
Legislative Consulting05/08/2024$6,232
Name and Address
(A)
New Jersey State AFL-CIO

106 West State Street
Trenton
NJ
08608
Type or Classification
(B)
Labor Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,600
Total Non-Itemized Transactions with this Payee/Payer$4,208
Total of All Transactions with this Payee/Payer for This Schedule$11,808
Legislative/COPE Conference05/21/2024$7,600
Name and Address
(A)
TTP Government Relations, LLC

25 Perry Drive
Trenton
NJ
08628
Type or Classification
(B)
Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$33,420
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$33,420
Lobbying Services10/06/2023$8,355
Lobbying Services12/28/2023$8,355
Lobbying Services03/29/2024$8,355
Lobbying Services06/24/2024$8,355
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 509-450

Name and Address
(A)
New Jersey Citizen Action - Highland Park

75 Raritan Avenue,Suite 200
Highland Park
NJ
08904
Type or Classification
(B)
Community Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,000
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Name and Address
(A)
USW Local 4-200

144 How Lane, Ste. 1A
New Brunswick
NJ
08902
Type or Classification
(B)
Local Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Donation for Striking Nurses10/11/2023$5,000
Name and Address
(A)
Work Environment Council of NJ, Inc.

172 West State St, 2nd Fl
Trenton
NJ
08608
Type or Classification
(B)
Community Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,000
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 509-450

Name and Address
(A)
ACCESS
PO BOX 782998

PHILADELPHIA
PA
19178
Type or Classification
(B)
STORAGE AND RETRIEVAL
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,769
Total of All Transactions with this Payee/Payer for This Schedule$5,769
Name and Address
(A)
ADOBE WEBSALES

151 SOUTH ALMADEN BLVD
SAN JOSE
CA
95110
Type or Classification
(B)
SOFTWARE COMPANY
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,264
Total Non-Itemized Transactions with this Payee/Payer$437
Total of All Transactions with this Payee/Payer for This Schedule$10,701
ADOBE PRO ANNUAL SUBSCRIPTION10/31/2023$10,264
Name and Address
(A)
ADP , FEES

ONE ADP BLVD
ROSELAND
NJ
07068
Type or Classification
(B)
PAYROLL SERVICE
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$21,102
Total of All Transactions with this Payee/Payer for This Schedule$21,102
Name and Address
(A)
ASSETMARK TRUST COMPANY
PO BOX 40018

LYNCHBURG
VA
24506
Type or Classification
(B)
INVESTMENT COMPANY
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$82,849
Total Non-Itemized Transactions with this Payee/Payer$1,178
Total of All Transactions with this Payee/Payer for This Schedule$84,027
INVESTMENT ADVISORY FEES07/31/2023$19,529
INVESTMENT ADVISORY FEES10/31/2023$19,468
INVESTMENT ADVISORY FEES01/31/2024$20,584
INVESTMENT ADVISORY FEES04/30/2024$23,268
Name and Address
(A)
ATLANTIC CLEANING SERVICES, INC.

112 MYER STREET
HACKENSACK
NJ
07601
Type or Classification
(B)
CLEANING
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$15,010
Total of All Transactions with this Payee/Payer for This Schedule$15,010
Name and Address
(A)
CALIBRE CPA GROUP, PLLC

7501 WISC AVE,SUITE 1200W
BETHESDA
MD
20814
Type or Classification
(B)
CPA FIRM
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$279,477
Total Non-Itemized Transactions with this Payee/Payer$2,000
Total of All Transactions with this Payee/Payer for This Schedule$281,477
AUDIT & TAX RETURN FEES07/13/2023$20,402
ACCOUNTING FEES08/14/2023$19,714
ACCOUNTING FEES09/15/2023$19,714
AUDIT & TAX RETURN FEES09/26/2023$26,000
ACCOUNTING FEES10/13/2023$19,714
AUDIT & TAX RETURN FEES11/02/2023$10,000
ACCOUNTING FEES11/14/2023$19,714
ACCOUNTING FEES12/18/2023$19,714
ACCOUNTING FEES01/11/2024$19,714
ACCOUNTING FEES02/12/2024$19,714
ACCOUNTING FEES03/11/2024$19,714
ACCOUNTING FEES04/04/2024$19,714
AUDIT & TAX RETURN FEES05/08/2024$25,714
ACCOUNTING FEES06/10/2024$19,935
Name and Address
(A)
DE LAGE LANDEN FINANCIAL SVCS. INC.
PO BOX 825736

PHILADELPHIA
PA
19182
Type or Classification
(B)
EQUIPMENT LEASE
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$30,732
Total of All Transactions with this Payee/Payer for This Schedule$30,732
Name and Address
(A)
EASY PERMIT POSTAGE (PITNEY BOWES-PURCHASE POWER)
PO BOX 981026

BOSTON
MA
02298
Type or Classification
(B)
POSTAGE
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,134
Total Non-Itemized Transactions with this Payee/Payer$50
Total of All Transactions with this Payee/Payer for This Schedule$25,184
POSTAGE AND SHIPPING08/24/2023$5,017
POSTAGE AND SHIPPING10/30/2023$5,017
POSTAGE AND SHIPPING12/28/2023$5,017
POSTAGE AND SHIPPING05/14/2024$10,083
Name and Address
(A)
ECONOMIC GROUP PENSION SERVICES, INC.
PO BOX 54

FRANKLIN SQUARE
NY
11010
Type or Classification
(B)
CONSULTANT FOR PENSION 401K
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,898
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$6,898
401K PLAN ANNUAL FEE12/14/2023$6,898
Name and Address
(A)
ELITE SUITES, LLC
PO BOX 1207

NEPTUNE
NJ
07754
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$18,804
Total of All Transactions with this Payee/Payer for This Schedule$18,804
Name and Address
(A)
ENERCON CONSULTANTS INC.

1835 NE MIAMI GARDENS DRIVE
MIAMI
FL
33179
Type or Classification
(B)
ENGINEER
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,560
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$8,560
ELECTRICAL SERVICES04/02/2024$8,560
Name and Address
(A)
EOQCA

110 KINDERKAMACK RD.
EMERSON
NJ
07630
Type or Classification
(B)
CONDO ASSOCIATION
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$26,708
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$26,708
CONDO ASSOCIATION ASSESSMENT FEE07/24/2023$6,677
CONDO ASSOCIATION ASSESSMENT FEE11/02/2023$6,677
CONDO ASSOCIATION ASSESSMENT FEE02/06/2024$6,677
CONDO ASSOCIATION ASSESSMENT FEE04/29/2024$6,677
Name and Address
(A)
FIRST ACTUARIAL CONSULTING TEAM, INC.

1501 BROADWAY, SUITE 1728
NEW YORK
NY
10036
Type or Classification
(B)
CONSULTANT
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$26,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$26,000
CONSULTANT FOR HEALTH CARE12/22/2023$13,000
CONSULTANT FOR HEALTH CARE12/28/2023$13,000
Name and Address
(A)
INCUBATOR FINANCE

23986 ALISO CREEK, STE. 44
LAGUNA NIGUEL
CA
92677
Type or Classification
(B)
CONSULTANT
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$26,854
Total of All Transactions with this Payee/Payer for This Schedule$26,854
Name and Address
(A)
JOHL & COMPANY, INC.

199 CENTER AVE.
WESTWOOD
NJ
07675
Type or Classification
(B)
INSURANCE
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$72,277
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$72,277
INSURANCE07/31/2023$22,620
INSURANCE01/29/2024$22,242
INSURANCE06/24/2024$27,415
Name and Address
(A)
NEC CLOUD COMMUNICATIONS

3929 W JOHN CARPENTER FWY
IRVING
TX
75063
Type or Classification
(B)
COMMUNICATIONS COMPANY
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$18,365
Total of All Transactions with this Payee/Payer for This Schedule$18,365
Name and Address
(A)
OPTIMUM
PO BOX 70340

PHILADELPHIA
PA
19176
Type or Classification
(B)
INTERNET AND TELEPHONE
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$7,312
Total of All Transactions with this Payee/Payer for This Schedule$7,312
Name and Address
(A)
PAUL AND DENISE KOSSIS, LLC

105 WHITE HORSE PIKE
HADDON HEIGHTS
NJ
08035
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$43,900
Total of All Transactions with this Payee/Payer for This Schedule$43,900
Name and Address
(A)
PITNEY BOWES GLOBAL FINANCIAL SRVCS. LLC
PO BOX 981022

BOSTON
MA
02298
Type or Classification
(B)
POSTAGE
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,980
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$25,980
POSTAGE AND SHIPPING07/03/2023$5,196
POSTAGE AND SHIPPING10/03/2023$5,196
POSTAGE AND SHIPPING01/02/2024$5,196
POSTAGE AND SHIPPING01/11/2024$5,196
POSTAGE AND SHIPPING04/02/2024$5,196
Name and Address
(A)
PNC
PO BOX 25965

SHAWNEE MISSION
KS
66225
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$12,813
Total of All Transactions with this Payee/Payer for This Schedule$12,813
Name and Address
(A)
POWERSOLUTION.COM, L.LC.

445 GODWIN AVE., SUITE 2
MIDLAND PARK
NJ
07432
Type or Classification
(B)
IT CONSULTANT
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$76,069
Total Non-Itemized Transactions with this Payee/Payer$1,595
Total of All Transactions with this Payee/Payer for This Schedule$77,664
IT SERVICES07/31/2023$6,270
IT SERVICES08/21/2023$6,328
IT SERVICES09/22/2023$6,399
IT SERVICES10/26/2023$6,432
IT SERVICES11/20/2023$6,813
IT SERVICES12/18/2023$6,478
IT SERVICES01/23/2024$6,328
IT SERVICES02/22/2024$6,286
IT SERVICES03/14/2024$6,000
IT SERVICES04/16/2024$6,342
IT SERVICES05/21/2024$6,169
IT SERVICES06/13/2024$6,224
Name and Address
(A)
PSE&G
PO BOX 14444

NEW BRUNSWICK
NJ
08906
Type or Classification
(B)
UTILITIES PROVIDER
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$21,074
Total of All Transactions with this Payee/Payer for This Schedule$21,074
Name and Address
(A)
STAPLES.COM

500 STAPLES DR
FRAMINGHAM
MA
01702
Type or Classification
(B)
OFFICE SUPPLIES
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$15,973
Total of All Transactions with this Payee/Payer for This Schedule$15,973
Name and Address
(A)
THE LOCK UP SELF STORAGE

990 SKOKIE BLVD
NORTHBROOK
IL
60062
Type or Classification
(B)
SELF STORAGE
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$9,334
Total of All Transactions with this Payee/Payer for This Schedule$9,334
Name and Address
(A)
UNIFORCE STAFFING SOLUTIONS, INC.

400 PARK AVENUE, 19TH FLOO
NEW YORK
NY
10022
Type or Classification
(B)
CONSULTANT
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$23,310
Total of All Transactions with this Payee/Payer for This Schedule$23,310
Name and Address
(A)
UNITED BUSINESS SYSTEMS, INC.

320 RT. 46 EAST
FAIRFIELD
NJ
07004
Type or Classification
(B)
OFFICE SUPPLIES
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,239
Total Non-Itemized Transactions with this Payee/Payer$2,695
Total of All Transactions with this Payee/Payer for This Schedule$8,934
OFFICE SUPPLIES08/14/2023$6,239
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 509-450

Name and Address
(A)
American Arbitration Assoc. Inc - NY

120 Broadway, 21st Frl.
New York
NY
10271
Type or Classification
(B)
Non Profit Association
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,142
Total Non-Itemized Transactions with this Payee/Payer$10,645
Total of All Transactions with this Payee/Payer for This Schedule$16,787
Election Services01/05/2024$6,142
Name and Address
(A)
Calibre CPA Group

7501 Wisconsin Avenue, 1200
Bethesda
MD
20814
Type or Classification
(B)
CPA FIRM
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
LM-2 Preparation12/14/2023$8,500
Name and Address
(A)
Cvent, Inc.
PO Box 822699

Philadelphia
PA
19182
Type or Classification
(B)
Virtual Event Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,522
Total Non-Itemized Transactions with this Payee/Payer$985
Total of All Transactions with this Payee/Payer for This Schedule$11,507
HPAE Convention05/02/2024$10,522
Name and Address
(A)
Message & Media, Inc.

109 Church St., Suite 4
New Brunswick
NJ
08901
Type or Classification
(B)
Media Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$17,000
Total Non-Itemized Transactions with this Payee/Payer$6,509
Total of All Transactions with this Payee/Payer for This Schedule$23,509
HPAE Convention Mailer04/09/2024$17,000
Name and Address
(A)
Salesforce.com, Inc.
PO Box 203141

Dallas
TX
75320
Type or Classification
(B)
Software Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,920
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$25,920
Membership Database07/03/2023$6,480
Membership Database08/31/2023$6,480
Membership Database11/30/2023$6,480
Membership Database04/16/2024$6,480
Name and Address
(A)
The Food Architects, LLC

121 Etje; Rd W Ste #5
Piscataway
NJ
08854
Type or Classification
(B)
Food Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,964
Total of All Transactions with this Payee/Payer for This Schedule$8,964
Name and Address
(A)
The Hilton East Brunswick

3 Tower Center Blvd
East Brunswick
NJ
08816
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$36,700
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$36,700
Conference10/31/2023$36,700
Name and Address
(A)
Tropicana Casino

2831 Boardwalk
Atlantic City
NJ
08401
Type or Classification
(B)
Hotel
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
Convention deposit04/30/2024$20,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 509-450

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$1,526,144
401 K ContributionLincoln Financial Group$113,827
AD&D InsuranceUNUM Life Insurance Company of America$239
Dental InsuranceGuardian Ins. Co. of America$22,408
Medical ReimbursementsEmployee/Member/Retired Officer$25,501
Health InsuranceHorizon Blue Cross Blue Shield of NJ$809,967
HRA ReimbursementsGente$119,334
Life InsuranceUNUM Life Insurance Company of America$7,462
LTD InsuranceUNUM Life Insurance Company of America$14,229
PensionLincoln Financial Group$397,143
Retiree MedicalHPAE Medical Trust$16,034
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 509-450


Question 10: The Health Professionals & Allied Employers, AFT/AFL-CIO Retiree Medical Trust. 140 Sylvan Avenue Suite 303 Englewood Cliffs, NJ 07632 EIN 68-6254830, Plan 501

Question 11(a):

Question 11(a): : : : The HPAE COPE ELEC files with the New Jersey Election Law Enforcement Commission, ID#T0000013644

Question 12: The financial statements of the Health Professional and Allied Employees for the year ended June 30, 2024 have been audited by the independent public accounting firm of Calibre CPA Group, PLLC.

Question 15: Depreciation Expenses for the year ended June 30, 2024 was $50,770. The following is a roll forward of fixed assets for the year ended June 30, 2024: Cost Balance, July 1, 2023 $2,186,186 Purchases (

Schedule 4) 875

Accounts payable at beg of year (875) Cost Balance, June 30, 2024 $2,186,186 Accumulated Depreciation, July 1, 2023 $1,447,958 Depreciation Expenses 50,770 Accumulated Depreciation, June 30, 2024 $1,498,728

Schedule 1, Row1:

Schedule 1, Row1::

Schedule 1, Row2:

Schedule 1, Row2::

Schedule 1, Row3:

Schedule 1, Row3::

Schedule 13, Row1:

Schedule 13, Row1::::Members pay full dues.

Schedule 13, Row1:

Schedule 13, Row1::::

Schedule 13, Row2:

Schedule 13, Row2::Members - at - Large and Retired Members pay $40 annual dues and have no voting rights

Schedule 13, Row2:

Schedule 13, Row2:: Not eligible to vote

General Information: The following is a roll forward of the Fair Value and cost of US Treasury Securities for the year ended June 30, 2024: Beginning of the year, at Fair Value $382,145 Purchases at cost (

Schedule 4) 0 Sales Proceeds (

Schedule 3) (97,000) Realized & unrealized gain/loss 10,256 End of the year, at Fair Value $295,401 Beginning of the year, at cost $406,915 Purchases at cost (

Schedule 4) 0 Sales, at cost (

Schedule 3) (97,583) End of the year, at cost $309,332 The following is a roll forward of the Fair Value and cost of Other Investments for the year ended June 30, 2024: Beginning of the year, at Fair Value $3,676,001 Purchases at cost (

Schedule 4) 1,299,019 Sales Proceeds (

Schedule 3) (946,964) Realized & unrealized gain/loss 373,247 End of the year, at Fair Value $4,401,303 Beginning of the year, at cost $3,452,397 Purchases at cost (

Schedule 4) 1,299,019 Sales, at cost (

Schedule 3) (873,289) End of the year, at cost $3,878,127
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)