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: 07-31-2019
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
507-551
2. PERIOD COVERED
From01/01/2016
Through12/31/2016
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
UNITE HERE
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
 6. DESIGNATION NBR
19
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name
ENRIQUE
 Last Name
FERNANDEZ
P.O Box - Building and Room Number

Number and Street
2302 Zanker Road, 2nd Floor
City
SAN JOSE
State
CA		 ZIP Code + 4
95131


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:Arthur FernandesPRESIDENT71. SIGNED:Debra K RockwoodTREASURER
Date:Mar 24, 2017Telephone Number:408-321-9019Date:Mar 24, 2017Telephone Number:209-765-6013
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 507-551
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?Yes
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?No
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?Yes
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?Yes
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?10/2018
20. How many members did the labor organization have at the end of the reporting period?4,222
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/FeesSee min/maxpermember39.9551.80
(b) Working Dues/Feesper
(c) Initiation FeesSee min/maxpermember66.40106.40
(d) Transfer Feesper
(e) Work PermitsSee min/maxpermember2.505.0

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 507-551

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $1,964,773$1,992,256
23. Accounts Receivable1$164,040$139,332
24. Loans Receivable2$0
25. U.S. Treasury Securities $0$0
26. Investments5$0
27. Fixed Assets6$127,274$202,937
28. Other Assets7$44,125$50,438
29. TOTAL ASSETS $2,300,212$2,384,963

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$20,435$22,382
31. Loans Payable9$0
32. Mortgages Payable $0$0
33. Other Liabilities10$179,554$222,510
34. TOTAL LIABILITIES $199,989$244,892
35. NET ASSETS$2,100,223$2,140,071
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 507-551

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $2,583,257
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $1,019
41. Dividends $0
42. Rents $2,748
43. Sale of Investments and Fixed Assets3
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 $0
48. Other Receipts14$230,681
49. TOTAL RECEIPTS $2,817,705
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$895,189
51. Political Activities and Lobbying16$65,878
52. Contributions, Gifts, and Grants17$18,609
53. General Overhead18$358,432
54. Union Administration19$49,551
55. Benefits20$309,372
56. Per Capita Tax $927,897
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $996
60. Purchase of Investments and Fixed Assets4$82,072
61. Loans Made2
62. Repayment of Loans Obtained9
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $0
65. Direct Taxes $80,488
  
66. Subtotal $2,788,484
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$194,760  
  67b. Less Total Disbursed$196,498  
  67c. Total Withheld But Not Disbursed -$1,738
68. TOTAL DISBURSEMENTS $2,790,222
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 507-551

Entity or Individual Name
(A) 		Total Account Receivable
(B) 		90-180 Days
Past Due
(C) 		180+ Days
Past Due
(D) 		Liquidated Account
Receivable
(E)
Total of all itemized accounts receivable$0$0$0$0
Totals from all other accounts receivable$139,332   
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $139,332$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 507-551

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: 507-551

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$0$0$0$0
Less Reinvestments 
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales 
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 507-551

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$82,072$82,072$82,072
Office Equipment$2,819$2,819$2,819
Building Improvements$79,253$79,253$79,253
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$82,072
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 507-551

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost
B. Total Book Value
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
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)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 507-551

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      280 N. Van Ness Ave., Fresno, CA 93701$27,790 $27,790$27,790
B. Buildings (give location)    
Building  1 :      280 N. Van Ness Ave., Fresno, CA 93701$223,895$54,021$169,874$169,874
C. Automobiles and Other Vehicles
D. Office Furniture and Equipment$143,263$137,990$5,273$5,273
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $394,948$192,011$202,937$202,937
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 507-551

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $50,438
Employee Deferred Compensation Plan$44,125
Payroll Witholdings $1,738
Gift Cards$4,575
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 507-551

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$22,382$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $22,382$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 507-551

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: 507-551

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $222,510
Employee Deferred Compensation Plan$44,125
Vacation Accrual$57,100
Per Capita Payable$121,285
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 507-551

(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 		Julian ,  Sarah  
Recording Secretary
C		$53,529$8,387$3,947$0$65,863
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		2 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		5 %
A
B
C 		Fernandez ,  Enrique  
Business Manager
C		$0$8,500$25,171$0$33,671
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		4 % Schedule 17
Contributions 		1 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		9 %
A
B
C 		Fernandes ,  Arthur  
President
C		$70,590$7,500$20,265$0$98,355
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		2 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		5 %
A
B
C 		Alvarez ,  Sandra  
Vice President
C		$53,716$8,027$4,013$0$65,756
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		5 %
A
B
C 		Rockwood ,  Debra  
Financial Secretary
C		$75,213$8,500$9,765$0$93,478
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		2 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		5 %
A
B
C 		Rodriguez ,  Rosa  
Exec. Board
C		$70,580$8,500$11,873$0$90,953
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		2 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		5 %
A
B
C 		Chachra ,  Al  
Inspector
C		$1,008$0$0$0$1,008
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Navarro ,  Alma  
Exec. Board
C		$1,176$0$0$0$1,176
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Guzman ,  Elizabeth  
Trustee
C		$1,428$0$0$0$1,428
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Cisneros ,  Isidro  
Trustee
C		$1,008$0$0$0$1,008
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Barba ,  Jose  
Exec. Board
C		$1,092$0$0$0$1,092
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Garcia ,  Barbara  
Exec. Board
C		$1,260$0$0$0$1,260
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Garcia ,  Consepcion  
Exec. Board
C		$1,416$0$0$0$1,416
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Loberg ,  Scott   D
Exec. Board
C		$1,299$0$1,613$0$2,912
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Barghi ,  Majid  
Exec. Board
C		$1,008$0$0$0$1,008
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Dominguez ,  Dolores  
Trustee
C		$10,903$29$439$0$11,371
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Deger ,  Mark   A
Exec. Board
C		$1,008$0$1,113$0$2,121
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Alvarado ,  Omar  
Sergeant at Arms
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
Total Officer Disbursements$346,234$49,443$78,199$0$473,876
Less Deductions    $105,012
Net Disbursements    $368,864
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 507-551

(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 		Heck ,  Georgette   I
Organizer
UNITE HERE INT'L		$13,600$2,672$4,057$0$20,329
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 		Reyes ,  Ana   K
Office Staff
N/A		$42,089$8,124$4,519$0$54,732
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		90 % Schedule 19
Administration 		0 %
A
B
C 		Paulson ,  Ariana  
Organizer/Business Rep
N/A		$11,250$1,800$606$0$13,656
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 		Cortes Reyes ,  Carlos  
Receptionist
N/A		$38,039$0$1,336$0$39,375
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		90 % Schedule 19
Administration 		0 %
A
B
C 		Rodriguez ,  Sandra  
Organizer
UNITE HERE INT'L		$41,991$7,934$3,430$0$53,355
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 		Paulsen ,  Stacy   J
IT
N/A		$10,000$0$3,532$0$13,532
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 		McDermott ,  Sarah  
Research Analyst
UNITE HERE INT'L		$45,694$7,200$794$0$53,688
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Medina ,  Stephano  
Research Analyst
UNITE HERE INT'L		$19,271$19$1,125$0$20,415
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Melendes ,  Rachel  
Organizer
UNITE HERE INT'L		$44,421$7,982$4,118$0$56,521
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$21,764$619$22,383
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$288,119$35,731$24,136$0$347,986
Less Deductions    $89,748
Net Disbursements    $258,238
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 507-551

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 4,222 
Agency Fee Payers*2,382
Total Members/Fee Payers6,604 
*Agency Fee Payers are not considered members of the labor organization.
Active Members4,222Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 507-551

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$215,920
2. Named Payer Non-itemized Receipts$8,530
3. All Other Receipts$6,231
4. Total Receipts$230,681
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$5,000
2. Named Payee Non-itemized Disbursements$0
3. To Officers$7,310
4. To Employees$0
5. All Other Disbursements$6,299
6. Total Disbursements$18,609
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$152,042
2. Named Payee Non-itemized Disbursements$87,255
3. To Officers$404,873
4. To Employees$244,389
5. All Other Disbursements$6,630
6. Total Disbursements$895,189
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$93,888
2. Named Payee Non-itemized Disbursements$125,900
3. To Officers$3,825
4. To Employees$98,229
5. All Other Disbursements$36,590
6. Total Disbursements$358,432
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$49,189
2. Named Payee Non-itemized Disbursements$2,500
3. To Officers$8,320
4. To Employees$5,369
5. All Other Disbursements$500
6. Total Disbursements$65,878
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$49,551
4. To Employees$0
5. All Other Disbursements$0
6. Total Disbursements$49,551
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 507-551

Name and Address
(A)
South Bay AFL-CIO Labor Council
Suite 114
2102 Almaden Road
San Jose
CA
95125
Type or Classification
(B)
Labor Council
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Refund of contributions05/03/2016$5,000
Name and Address
(A)
UNITE HERE INTERNATIONAL UNION

275 7th Avenue
New York
NY
10001
Type or Classification
(B)
International Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$210,920
Total Non-Itemized Transactions with this Payee/Payer$8,530
Total of All Transactions with this Payee/Payer for This Schedule$219,450
Grant Reimbursement02/23/2016$113,428
Grant Reimbursement08/19/2016$39,173
Grant Reimbursement09/07/2016$34,954
Grant Reimbursement10/11/2016$10,400
Grant Reimbursement11/07/2016$12,965
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 507-551

Name and Address
(A)
Aramark Global Services

5880 Nolensville Pike
Nashville
TN
37211
Type or Classification
(B)
Employer-Dues refunded
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,513
Total of All Transactions with this Payee/Payer for This Schedule$5,513
Name and Address
(A)
Davis Cowell & Bowe
Ste 800
595 Market Street
San Francisco
CA
94105
Type or Classification
(B)
Arbitration
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$30,840
Total Non-Itemized Transactions with this Payee/Payer$9,386
Total of All Transactions with this Payee/Payer for This Schedule$40,226
Legal services12/22/2016$5,628
Legal services11/17/2016$6,710
Legal services06/16/2016$5,970
Legal services05/19/2016$7,387
Legal services04/20/2016$5,145
Name and Address
(A)
Unite Here Local 2850

1440 Broadway, #208
Oakland
CA
94612
Type or Classification
(B)
Local Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$121,202
Total Non-Itemized Transactions with this Payee/Payer$12,228
Total of All Transactions with this Payee/Payer for This Schedule$133,430
Reimbursement of wages and benefits03/11/2016$15,166
Reimbursement of wages and benefits04/20/2016$10,024
Reimbursement of wages and benefits05/26/2016$11,626
Reimbursement of wages and benefits06/30/2016$9,071
Reimbursement of wages and benefits07/21/2016$9,071
Reimbursement of wages and benefits08/26/2016$11,124
Reimbursement of wages and benefits09/30/2016$9,408
Reimbursement of wages and benefits10/28/2016$17,883
Reimbursement of wages and benefits11/23/2016$13,369
Reimbursement of wages and benefits12/30/2016$14,460
Name and Address
(A)
Weinberg,Roger & Rosenfeld
Ste 200
1001 Marina Village
Alameda
CA
94501-1091
Type or Classification
(B)
Attorney
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$48,128
Total of All Transactions with this Payee/Payer for This Schedule$48,128
Name and Address
(A)
Working Partnership USA

2102 Almaden Rd. # 112
San Jose
CA
95125
Type or Classification
(B)
Research Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,000
Total of All Transactions with this Payee/Payer for This Schedule$12,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 507-551

Name and Address
(A)
South Bay Labor Council
Suite 114
2102 Almaden Rd.
San Jose
CA
95125
Type or Classification
(B)
Labor Council
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer$2,500
Total of All Transactions with this Payee/Payer for This Schedule$12,500
Contribution05/05/2016$5,000
Contribution 02/12/2016$5,000
Name and Address
(A)
UNITE HERE International Union
Finance Departement
275 Seventh Ave, 16th Floor
New York
NY
10001
Type or Classification
(B)
International Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$34,189
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$34,189
Member training and education11/03/2016$23,312
Reimb of wages & benefits - Precinct walking10/28/2016$10,877
Name and Address
(A)
Yes on A for Affordable Housing

6950 Almaden Expy, #173
San Jose
CA
95120
Type or Classification
(B)
Contributions
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
Contribution to Affordable Housing campaign09/30/2016$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 507-551

Name and Address
(A)
Hunger at Home

1175 Countess Court
San Jose
CA
95129
Type or Classification
(B)
Charity
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
Charitable contribution11/03/2016$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 507-551

Name and Address
(A)
AT&T

P.O Box 5025
Carol Stream
IL
60197-5025
Type or Classification
(B)
Telecommunications
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,021
Total of All Transactions with this Payee/Payer for This Schedule$6,021
Name and Address
(A)
Fernandez Construction

1899 Nile Avenue
Sanger
CA
93657
Type or Classification
(B)
Building Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,500
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$12,500
Fresno Building Repairs and Maintenance09/08/2016$7,500
Fresno Building Repairs and Maintenance09/30/2016$5,000
Name and Address
(A)
Lindquist LLP
Suite 400
5000 Executive Pkwy
San Ramon
CA
94583
Type or Classification
(B)
Accounting
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,100
Total Non-Itemized Transactions with this Payee/Payer$2,000
Total of All Transactions with this Payee/Payer for This Schedule$22,100
Progress billing related to audit03/11/2016$12,100
Progress billing related to audit02/11/2016$8,000
Name and Address
(A)
Pacific Printing

1445 Monterey Highway
San Jose
CA
95110
Type or Classification
(B)
Printer
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$14,446
Total of All Transactions with this Payee/Payer for This Schedule$14,446
Name and Address
(A)
Purchase Power (Pitney Bowes)
371874

Pittsburgh
PA
15250-7874
Type or Classification
(B)
Postage
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,116
Total of All Transactions with this Payee/Payer for This Schedule$7,116
Name and Address
(A)
Ricoh USA, Inc.
650073

Dallas
TX
75265-0073
Type or Classification
(B)
Copier Lease
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,011
Total of All Transactions with this Payee/Payer for This Schedule$6,011
Name and Address
(A)
SEIU Local 521

2302 Zanker Rd.
San Jose
CA
95131
Type or Classification
(B)
Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$39,939
Total of All Transactions with this Payee/Payer for This Schedule$39,939
Name and Address
(A)
ShoreTel Inc.

28760 Network Place
Chicago
IL
60673-1287
Type or Classification
(B)
Telephone/Internet
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,601
Total of All Transactions with this Payee/Payer for This Schedule$7,601
Name and Address
(A)
Staples
83689
Dept LA
Chicago
IL
60696-3689
Type or Classification
(B)
Office supplies
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,401
Total of All Transactions with this Payee/Payer for This Schedule$8,401
Name and Address
(A)
State Compensation Insurance Fund
7441

San Francisco
CA
94120-7441
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,478
Total of All Transactions with this Payee/Payer for This Schedule$10,478
Name and Address
(A)
UNITE HERE Shared Services Center
275th Avenue, 16th Floor
Shared Services Center
New York
NY
10001
Type or Classification
(B)
Processing & Bookkeeping
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$61,288
Total Non-Itemized Transactions with this Payee/Payer$17,187
Total of All Transactions with this Payee/Payer for This Schedule$78,475
Processing & Bookkeeping12/15/2016$6,031
Processing & Bookkeeping11/17/2016$6,909
Processing & Bookkeeping10/28/2016$6,083
Processing & Bookkeeping09/15/2016$8,596
Processing & Bookkeeping08/11/2016$8,776
Processing & Bookkeeping07/14/2016$7,088
Processing & Bookkeeping06/16/2016$5,869
Processing & Bookkeeping03/11/2016$6,185
Processing & Bookkeeping02/18/2016$5,751
Name and Address
(A)
Xtelesis Corporation
712269

Cottonwood Heights
UT
84171
Type or Classification
(B)
Telephone/Internet
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,700
Total of All Transactions with this Payee/Payer for This Schedule$6,700
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 507-551

There was no data found for this schedule.

SCHEDULE 20 - BENEFITS FILE NUMBER: 507-551

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$309,372
PensionTrust Fund$145,187
Health & WelfareTrust Fund$163,741
Life InsuranceUnion Labor Life Insurance$444
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 507-551


Question 10: SOUTH BAY HOTEL EMPLOYEES, RESTAURANT EMPLOYEES WELFARE TRUST FUND P.O. BOX 34203 SEATTLE, WA 981234 PURPOSE: TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS OF THE TRUST AND THEIR DEPENDENTS. ERISA FILE: 94-6080365 PLAN #501 SOUTH BAY HOTEL EMPLOYEES, RESTAURANT EMPLOYEES LEGAL TRUST FUND P.O. BOX 34203 SEATTLE, WA 981234 PURPOSE: TO PROVIDE LEGAL BENEFITS TO MEMBERS OF THE TRUST AND THEIR DEPENDENTS. ERISA FILE: 94-6535777 PLAN #501 SOUTH BAY HOTEL EMPLOYEES, RESTAURANT EMPLOYEES TRAINING FUND P.O. BOX 34203 SEATTLE, WA 981234 PURPOSE: TOPROVIDE TRAINING TO MEMBERS EIN: 94-6535776

Question 11(b):

Question 11(b): THE LOCAL HAS A WHOLLY OWNED SUBSIDIARY ORGANIZATION LOCATED AT 2302 ZANKER ROAD, 2ND FLOOR, SAN JOSE, CA 95161. THE PURPOSE OF THE BUILDING CORPORATION IS TO HOLD TITLE TO PROPERTY USED BY THE LOCAL. THE FINANCIAL INFORMATION OF THE BUILDING CORPORATION IS INCLUDED IN THE LOCAL'S LM-2 FILING

Question 12: AN AUDIT WAS PERFORMED BY AN OUTSIDE ACCOUNTING FIRM, LINDQUIST LLP.

Question 15: DEPRECIATION EXPENSE: BUILDING & IMPROVEMENTS: $4,097 FURNITURE & EQUIPMENT: $1,971 TOTAL:$6,068. THE LOCAL DISPOSED OF AN ASSET WITH A COST OF $1,244 AND A BOOK VALUE OF $340.

General Information: SCHEDULE 6: THE FAIR MARKET VALUE FOR FIXED ASSETS IS NOT READILY AVAILABLE FOR DISCLOSURE AT SCHEDULE 6. THE FAIR MARKET VALUE WAS ESTIMATED BASED ON THE BOOK VALUE OF THE ASSETS. STATEMENT B, LINE 36: DURING 2016, DUES OF $527,287 WERE COLLECTED BY UNITE HERE INTERNATIONAL UNION ON BEHALF OF ARAMARK AND FORWARDED TO THE LOCAL.

Schedule 13, Row1:ALL ACTIVE MEMBERS PAY FULL DUES RATES AND HAVE VOTING ELIGIBILITY.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)