526-885 (LM2) 06/30/2018

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
526-885

2. PERIOD COVERED
From	07/01/2017
Through	06/30/2018

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 STATE COUNTY AND MUNI EMPLS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.) DISTRICT COUNCIL	6. DESIGNATION NBR 33
7. UNIT NAME (if any) DC

8. MAILING ADDRESS (Type or print in capital letters)
First Name FRANKLIN	Last Name WALLACE
P.O Box - Building and Room Number 9TH FLOOR
Number and Street 3001 WALNUT STREET
City PHILADELPHIA
State PA	ZIP Code + 4 191043414

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:

Herman J Matthews, Jr

PRESIDENT

71. SIGNED:

Elizabeth G MacDonald

TREASURER

Date:

Sep 26, 2018

Telephone Number:

215-895-3301

Date:

Sep 26, 2018

Telephone Number:

215-895-3302

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

ITEMS 10 THROUGH 21

FILE NUMBER: 526-885

10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?	Yes
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?	Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?	No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?	Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)	No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?	$500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?	No
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?	No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?	No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?	No
19. What is the date of the labor organization's next regular election of officers?	05/2020

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

10,100

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

Rates of Dues and Fees
Dues/Fees	Amount		Unit	Minimum	Maximum
(a) Regular Dues/Fees	28	per	BI-WEEKLY	18.25	28
(b) Working Dues/Fees		per
(c) Initiation Fees		per
(d) Transfer Fees		per
(e) Work Permits		per

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

STATEMENT A - ASSETS AND LIABILITIES

FILE NUMBER: 526-885

ASSETS

ASSETS	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
22. Cash		$9,979,853	$12,387,766
23. Accounts Receivable	1	$3,151,790	$4,794,368
24. Loans Receivable	2	$100,228	$78,532
25. U.S. Treasury Securities		$4,245,591	$1,253,179
26. Investments	5	$0
27. Fixed Assets	6	$1,038,790	$974,524
28. Other Assets	7	$151,140	$152,054
29. TOTAL ASSETS		$18,667,392	$19,640,423

LIABILITIES

LIABILITIES	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
30. Accounts Payable	8	$563,591	$673,865
31. Loans Payable	9	$0	$0
32. Mortgages Payable		$0	$0
33. Other Liabilities	10	$13,046,538	$10,915,181
34. TOTAL LIABILITIES		$13,610,129	$11,589,046

35. NET ASSETS

$5,057,263

$8,051,377

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

STATEMENT B - RECEIPTS AND DISBURSEMENTS

FILE NUMBER: 526-885

CASH RECEIPTS	SCH	AMOUNT
36. Dues and Agency Fees		$7,590,666
37. Per Capita Tax		$125,585
38. Fees, Fines, Assessments, Work Permits		$0
39. Sale of Supplies		$2,080
40. Interest		$102,159
41. Dividends		$0
42. Rents		$1,199,164
43. Sale of Investments and Fixed Assets	3	$3,005,000
44. Loans Obtained	9	$0
45. Repayments of Loans Made	2	$108,467
46. On Behalf of Affiliates for Transmittal to Them		$0
47. From Members for Disbursement on Their Behalf		$109,620
48. Other Receipts	14	$894,553
49. TOTAL RECEIPTS		$13,137,294

CASH DISBURSEMENTS		SCH	AMOUNT
50. Representational Activities		15	$281,501
51. Political Activities and Lobbying		16	$288,490
52. Contributions, Gifts, and Grants		17	$81,672
53. General Overhead		18	$2,179,801
54. Union Administration		19	$1,499,078
55. Benefits		20	$703,065
56. Per Capita Tax			$5,348,697
57. Strike Benefits			$0
58. Fees, Fines, Assessments, etc.			$0
59. Supplies for Resale			$0
60. Purchase of Investments and Fixed Assets		4	$131,798
61. Loans Made		2	$86,771
62. Repayment of Loans Obtained		9	$0
63. To Affiliates of Funds Collected on Their Behalf			$0
64. On Behalf of Individual Members			$0
65. Direct Taxes			$128,508

66. Subtotal			$10,729,381
67. Withholding Taxes and Payroll Deductions
67a. Total Withheld	$498,723
67b. Less Total Disbursed	$498,723
67c. Total Withheld But Not Disbursed
68. TOTAL DISBURSEMENTS			$10,729,381

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

SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE

FILE NUMBER: 526-885

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	$4,794,368	$4,788,706	$5,662	$0
Totals from all other accounts receivable
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B))	$4,794,368	$4,788,706	$5,662	$0
RENT RECEIVABLE	$5,662		$5,662
DUES RECEIVABLE FROM CITY	$43,330	$43,330
DC33 HEALTH AND WELFARE FUND	$3,259,386	$3,259,386
DC33 LEGAL SERVICES PLAN	$1,485,990	$1,485,990

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

SCHEDULE 2 - LOANS RECEIVABLE

FILE NUMBER: 526-885

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

$100,228

$86,771

$108,467

$78,532

Totals will be automatically entered in...

Item 24
Column (A)

Item 61

Item 45

Item 69
with Explanation

Item 24
Column (B)

Name: AFSCME LOCAL 427
Purpose: WORKING CAPITAL
Security: NONE
Terms of Repayment: FIVE YEARS

$796

Name: AFSCME LOCAL 488
Purpose: WORKING CAPITAL
Security: NONE
Terms of Repayment: PAY OVER SEVEN YEARS

$86,025

$11,201

$74,824

Name: HEALTH AND WELFARE FUND
Purpose: WORKING CAPITAL
Security: NONE
Terms of Repayment: FIVE YEARS

$177

$54,429

$54,606

Name: AFSCME LOCAL 403
Purpose: WORKING CAPITAL
Security: NONE
Terms of Repayment: FIVE YEARS

$12,798

$9,468

$3,330

Name: JFK MEDICAL CENTER
Purpose: WORKING CAPITAL
Security: NONE
Terms of Repayment: FIVE YEARS

$187

$9,702

$9,889

Name: LEGAL SERVICES PLAN
Purpose: WORKING CAPITAL
Security: NONE
Terms of Repayment: FIVE YEARS

$126

$21,091

$21,217

Name: HERMAN MATTHEWS
Purpose: EXPENSE ADVANCE
Security: NONE
Terms of Repayment: 30 DAYS

$119

$1,549

$1,290

$378

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

SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 526-885

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	$2,998,877	$2,998,877	$3,005,000	$3,005,000
US T BILL	$999,707	$999,707	$1,000,000	$1,000,000
US T BILL	$999,836	$999,836	$1,008,000	$1,008,000
US T BILL	$999,334	$999,334	$997,000	$997,000

				Less Reinvestments	$0
(The total from Net Sales Line will be automatically entered in Item 43)				Net Sales	$3,005,000

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

SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 526-885

Description (if land or buildings, give location) (A)	Cost (B)	Book Value (C)	Cash Paid (D)
Total of all lines above	$131,798	$131,798	$131,798
COMPUTER	$4,047	$4,047	$4,047
ELEVATOR	$52,390	$52,390	$52,390
EQUIPMENT	$9,365	$9,365	$9,365
FURNITURE	$5,500	$5,500	$5,500
FURNITURE	$13,376	$13,376	$13,376
FURNITURE	$16,200	$16,200	$16,200
FURNITURE	$10,495	$10,495	$10,495
EQUIPMENT	$6,875	$6,875	$6,875
EQUIPMENT	$3,050	$3,050	$3,050
EQUIPMENT	$10,500	$10,500	$10,500

		Less Reinvestments	$0
(The total from Net Purchases Line will be automatically entered in Item 60.)		Net Purchases	$131,798

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

SCHEDULE 5 - INVESTMENTS

FILE NUMBER: 526-885

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))

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

SCHEDULE 6 - FIXED ASSETS

FILE NUMBER: 526-885

Description (A)	Cost or Other Basis (B)	Total Depreciation or Amount Expensed (C)	Book Value (D)	Value (E)
A. Land (give location)
Land 1 : 4701 CHESTNUT STREET	$178,343		$178,343	$178,343

B. Buildings (give location)
Building 1 : 3001 WALNUT STREET	$1,716,436	$1,716,436	$0	$1,716,436

C. Automobiles and Other Vehicles

$119,992

$57,193

$62,799

D. Office Furniture and Equipment

$1,495,338

$1,373,064

$122,269

E. Other Fixed Assets

$7,274,183

$6,663,070

$611,113

$611,109

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

$10,784,292

$9,809,763

$974,524

$2,690,956

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

SCHEDULE 7 - OTHER ASSETS

FILE NUMBER: 526-885

Description (A)	Book Value (B)
Total (Total will be automatically entered in Item 28, Column(B))	$152,054
PREPAID INSURANCE	$1,910
PREPAID REAL ESTATE TAX	$138,465
PREPAID LIABILITY INSURANCE	$11,679

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

SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE

FILE NUMBER: 526-885

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	$673,865	$0	$0	$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D))	$673,865	$0	$0	$0

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

SCHEDULE 9 - LOANS PAYABLE

FILE NUMBER: 526-885

Source of Loans Payable at Any Time During the Reporting Period (A)	Loans Owed at Start of Period (B)	Loans Obtained During Period (C)	Repayment During Period Cash (D)(1)	Repayment During Period Other Than Cash (D)(2)	Loans Owed at End of Period (E)
Total Loans Payable	$0	$0	$0	$0	$0
Totals will be automatically entered in...	Item 31 Column (C)	Item 44	Item 62	Item 69 with Explanation	Item 31 Column (D)

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

SCHEDULE 10 - OTHER LIABILITIES

FILE NUMBER: 526-885

Description (A)	Amount at End of Period (B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D))	$10,915,181
ACCRUED EMPLOYEE LEAVE	$352,863
ACCRUED POST RETIREMENT BENEFITS	$10,539,926
ACCRUED OTHER EXPENSES	$22,392

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

SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS

FILE NUMBER: 526-885

(A)
Name

(B)
Title

(D)
Gross Salary
Disbursements
(before any
deductions)

(E)
Allowances
Disbursed

(F)
Disbursements for Official Business

(G)
Other
Disbursements not reported in
(D) through (F)

(H)
TOTAL

A
B
C

MACDONALD , ELIZABETH
SECRETARY TREASURER
C

$257,260

$320

$257,580

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

80 %

A
B
C

MATTHEWS , HERMAN
PRESIDENT
C

$285,305

$320

$1,944

$287,569

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

80 %

A
B
C

DAVIS , BOBBY
VICE PRESIDENT
C

$94,984

$240

$250

$95,474

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

80 %

A
B
C

SUTTON , EVON
POLITICAL ACTION DIRECTOR
C

$65,749

$1,067

$66,816

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

95 %

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

5 %

A
B
C

DINKINS , A
BUSINESS AGENT LOCAL 696
C

$280

$250

$530

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

HOLLIDAY , A
PRESIDENT LOCAL 1927
C

$240

$125

$365

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

LITTLE , A
BUSINESS AGENT LOCAL 427
C

$280

$250

$530

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

COX , B
PRESIDENT LOCAL 403
P

$15,000

$120

$125

$15,245

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

GAINES , B
BUSINESS AGENT LOCAL 222
C

$240

$125

$365

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

WILDER , C
MEMBER
C

$280

$450

$730

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

CARRINGTON , C
PRESIDENT LOCAL 427
C

$320

$250

$570

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

BALLARD , D
PRESIDENT LOCAL 394
N

$80

$125

$205

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

TILLMAN , D
MEMEBER
N

$40

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

HILL , E
BUSINESS AGENT LOCAL 159
N

$80

$125

$205

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

GARRETT , E
BUSINESS AGENT LOCAL 394
C

$320

$250

$570

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

WILLIAMS , E
PRESIDENT GOLDEN AGE CLUB
C

$320

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

MESSA , E
PRESIDENT LOCAL 447
P

$120

$2,345

$2,465

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

HALBHERR , F
PRESIDENT LOCAL 1637
C

$160

$250

$410

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

TRUEHEART , G
PRESIDENT LOCAL 159
N

$80

$125

$205

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

GUERRANT , H
TREASURER LOCAL 488
N

$320

$125

$445

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

SNYDER , I
PRESIDENT LOCAL 1510
C

$320

$250

$570

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

GALLAGHER , J
PRESIDENT LOCAL 1956
C

$320

$325

$645

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

FRENCHKO , J
REPRESENTATIVE LOCAL 447
C

$40

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

BOGANSKY , J
REPRESENTATIVE LOCAL 447
C

$80

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

LEAKE , J
BUSINESS AGENT LOCAL 159
P

$240

$125

$365

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

DIXON , K
PRESIDENT LOCAL 403
N

$160

$125

$285

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

MARTINEZ , K
PRESIDENT LOCAL 447
C

$320

$2,345

$2,665

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

ATHANASIDIS , K
PRESIDENT LOCAL 488
C

$320

$250

$150

$720

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

BROWN , L
BUSINESS AGENT LOCAL 403
N

$200

$125

$325

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

FOUNTAIN , L
BUSINESS AGENT LOCAL 403
P

$120

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

GREGGS , L
BUSINESS AGENT LOCAL 1510
C

$320

$650

$970

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

NORTH , L
PRESIDENT LOCAL 159
P

$25,000

$240

$125

$25,365

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

PEARSON , M
VICE PRESIDENT LOCAL 1956
C

$200

$1,000

$1,200

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

FOSTER , M
EXEC BOARD LOCAL 1971
C

$40

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

BAITZEL , N
BUSINESS AGENT LOCAL 1637
C

$240

$250

$490

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

SALAAM , O
MEMBER
N

$40

$705

$745

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

ABRAHAM , P
BUSINESS AGENT LOCAL 934
C

$320

$2,733

$3,053

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

FREEMAN , P
PRESIDENT LOCAL 934
C

$320

$2,733

$3,053

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

MILLER , P
MEMBER
C

$1,375

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

KUMMERE , R
MEMBER
C

$80

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

FRAGLE , V
BUSINESS AGENT LOCAL 1927
C

$320

$125

$445

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

PANKEY , V
PRESIDENT LOCAL 1971
C

$320

$11,800

$12,120

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

TOPPING , W
PRESIDENT LOCAL 394
P

$15,000

$240

$125

$15,365

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

A
B
C

HARRIS , C
MEMBER
C

$80

$625

$705

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

90 %

Total Officer Disbursements	$758,298	$9,040	$9,005	$25,117	$801,460
Less Deductions					$270,186
Net Disbursements					$531,274

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

SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES

FILE NUMBER: 526-885

(A)
Name

(B)
Title

(D)
Gross Salary
Disbursements
(before any
deductions)

(E)
Allowances Disbursed

(F)
Disbursements for Official Business

(G)
Other Disbursements not reported in
(D) through (F)

(H)
TOTAL

A
B
C

FERRIS , FRANCIS P
CIVIL SERVICE REP
NONE

$46,691

Schedule 15
Representational Activities

45 %

Schedule 16
Political Activities and Lobbying

25 %

Schedule 17
Contributions

Schedule 18
General Overhead

30 %

Schedule 19
Administration

A
B
C

BOLDEN , MARY
CASHIER
NONE

$11,749

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

WALLACE , FRANKLIN
CONTROLLER
NONE

$217,197

$320

$2,788

$220,305

Schedule 15
Representational Activities

5 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

25 %

Schedule 19
Administration

70 %

A
B
C

HARDRICK , JOHN
BLDG MAINTENANCE STAFF
NONE

$36,101

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

EDITH , HUGHES
ADMINISTRATIVE ASSISTANT
NONE

$78,934

$320

$1,475

$150

$80,879

Schedule 15
Representational Activities

5 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

25 %

Schedule 19
Administration

70 %

A
B
C

BRAHEEM , LINDSAY
BLDG MAINTENANCE STAFF
NONE

$21,042

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

MATTHEWS , MARK
PUBLIC AFFAIR STAFF
NONE

$32,344

$200

$5,830

$38,374

Schedule 15
Representational Activities

15 %

Schedule 16
Political Activities and Lobbying

15 %

Schedule 17
Contributions

Schedule 18
General Overhead

30 %

Schedule 19
Administration

40 %

A
B
C

MATTHEWS , ALLAN
BLDG MAINTENANCE STAFF
NONE

$61,332

$69

$4,776

$66,177

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

SANCHEZ , BARBARA
ADMINISTRATIVE ASSISTANT
NONE

$73,892

$675

$1,651

$76,218

Schedule 15
Representational Activities

5 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

25 %

Schedule 19
Administration

70 %

A
B
C

SHELTON , THOMAS
BLDG MAINTENANCE STAFF
NONE

$17,669

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

SUPERVILLE , SHINELLE
ACCOUNTANT
NONE

$51,221

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

100 %

A
B
C

TURNER , THOMAS
BLDG SUPERVISOR
NONE

$63,933

$462

$64,395

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

WASHINGTON , TERESA
ADMINISTRATIVE ASSISTANT
NONE

$93,994

$506

$94,500

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

100 %

TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS

$28,704

Schedule 15
Representational Activities

5 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

25 %

Schedule 19
Administration

70 %

Total Employee Disbursements	$834,803	$640	$2,419	$16,163	$854,025
Less Deductions					$228,537
Net Disbursements					$625,488

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

SCHEDULE 13 - MEMBERSHIP STATUS

FILE NUMBER: 526-885

Category of Membership (A)	Number (B)	Voting Eligibility (C)
Members (Total of all lines above)	10,100
Agency Fee Payers*	10,100
Total Members/Fee Payers	20,200
*Agency Fee Payers are not considered members of the labor organization.
FULL TIME	9,182	Yes
PART TIME	918	Yes

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

DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19

FILE NUMBER: 526-885

SCHEDULE 14 OTHER RECEIPTS
1. Named Payer Itemized Receipts	$793,865
2. Named Payer Non-itemized Receipts	$100,688
3. All Other Receipts
4. Total Receipts	$894,553

SCHEDULE 17 CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements	$48,167
2. Named Payee Non-itemized Disbursements	$6,010
3. To Officers	$0
4. To Employees	$0
5. All Other Disbursements	$27,495
6. Total Disbursements	$81,672

SCHEDULE 15 REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements	$160,956
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$73,473
4. To Employees	$47,072
5. All Other Disbursements
6. Total Disbursements	$281,501

SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee Itemized Disbursements	$1,320,715
2. Named Payee Non-itemized Disbursements	$425,762
3. To Officers	$0
4. To Employees	$344,179
5. All Other Disbursements	$89,145
6. Total Disbursements	$2,179,801

SCHEDULE 16 POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements	$25,378
2. Named Payee Non-itemized Disbursements	$68,419
3. To Officers	$127,537
4. To Employees	$17,429
5. All Other Disbursements	$49,727
6. Total Disbursements	$288,490

SCHEDULE 19 UNION ADMINISTRATION
1. Named Payee Itemized Disbursements	$343,194
2. Named Payee Non-itemized Disbursements	$91,617
3. To Officers	$600,468
4. To Employees	$445,346
5. All Other Disbursements	$18,453
6. Total Disbursements	$1,499,078

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

SCHEDULE 14 - OTHER RECEIPTS

FILE NUMBER: 526-885

Name and Address
(A)

AFSCME INTERNATIONAL

1625 L STREET, NW
WASHINGTON DC
DC
20036

Type or Classification
(B)

PARENT ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$134,997
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$134,997
GRANTS	08/08/2017	$20,000
GRANTS	10/27/2017	$41,667
GRANTS	11/02/2017	$28,330
GRANTS	05/10/2018	$45,000

Name and Address
(A)

DC33 HEALTH AND WELFARE FUND

3001 WALNUT STREET 5TH FLR
PHILADELPHIA
PA
19104

Type or Classification
(B)

UNION HEALTH CARE BENEFIT FUND

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$411,588
Total Non-Itemized Transactions with this Payee/Payer		$100,688
Total of All Transactions with this Payee/Payer for This Schedule		$512,276
REIMBURSE SHARED OPERATING COST	07/31/2017	$68,598
REIMBURSE SHARED OPERATING COST	08/30/2017	$68,598
REIMBURSE SHARED OPERATING COST	09/30/2017	$68,598
REIMBURSE SHARED OPERATING COST	10/31/2017	$68,598
REIMBURSE SHARED OPERATING COST	11/30/2017	$68,598
REIMBURSE SHARED OPERATING COST	12/31/2017	$68,598

Name and Address
(A)

JOHN F KENNEDY MEDICAL CENTER

3001 WALNUT STREET
PHILADELPHIA
PA
19104

Type or Classification
(B)

UNION MEDICAL CENTER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$247,280
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$247,280
REIMBURSE SHARED OPERATING COST	07/31/2017	$20,606
REIMBURSE SHARED OPERATING COST	08/30/2017	$20,606
REIMBURSE SHARED OPERATING COST	09/30/2017	$20,606
REIMBURSE SHARED OPERATING COST	10/31/2017	$20,606
REIMBURSE SHARED OPERATING COST	11/30/2017	$20,607
REIMBURSE SHARED OPERATING COST	12/31/2017	$20,607
REIMBURSE SHARED OPERATING COST	01/31/2018	$20,607
REIMBURSE SHARED OPERATING COST	02/28/2018	$20,607
REIMBURSE SHARED OPERATING COST	03/31/2018	$20,607
REIMBURSE SHARED OPERATING COST	04/30/2018	$20,607
REIMBURSE SHARED OPERATING COST	05/31/2018	$20,607
REIMBURSE SHARED OPERATING COST	06/30/2018	$20,607

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

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES

FILE NUMBER: 526-885

Name and Address
(A)

SPEAR WILDERMAN

230 S BROAD STREET
PHILADELPHIA
PA
19102

Type or Classification
(B)

LEGAL SERVICES PLAN

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$160,956
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$160,956
LEGAL SERVICES	07/11/2017	$8,500
LEGAL SERVICES	08/30/2017	$6,185
LEGAL SERVICES	10/06/2017	$14,255
LEGAL SERVICES	11/17/2017	$44,259
LEGAL SERVICES	12/27/2017	$5,577
LEGAL SERVICES	02/15/2018	$15,127
LEGAL SERVICES	03/02/2018	$21,199
LEGAL SERVICES	04/06/2018	$21,136
LEGAL SERVICES	04/27/2018	$11,832
LEGAL SERVICES	06/01/2018	$7,821
LEGAL SERVICES	06/28/2018	$5,065

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

SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING

FILE NUMBER 526-885

Name and Address
(A)

ALBERT JOHNSON

7903 TOBY LEACH DRIVE
ELKINS PARK
PA
19027

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$38,152
Total of All Transactions with this Payee/Payer for This Schedule		$38,152

Name and Address
(A)

JADA S MATTHEWS

2 DALTON PLACE
SICKLERVILLE
NJ
08081

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,409
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$6,409
CONSULTING	06/21/2018	$6,409

Name and Address
(A)

STRATEGIC COMM. CONS., INC

583 SKIPPACK PIKE STE 4
BLUE BELL
PA
19422-2146

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$18,969
Total Non-Itemized Transactions with this Payee/Payer		$30,267
Total of All Transactions with this Payee/Payer for This Schedule		$49,236
CONSULTING	10/06/2017	$6,375
CONSULTING	04/06/2018	$6,375
CONSULTING	05/11/2018	$6,219

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

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS

FILE NUMBER: 526-885

Name and Address
(A)

PHILA. MARTIN LUTHER KING, JR.

1809 SPRING GARDEN ST
PHILADELPHIA
PA
19130

Type or Classification
(B)

CHARITABLE ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,500
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$6,500
CHARITABLE CONTRIBUTION	01/09/2018	$6,500

Name and Address
(A)

PHILADELPHIA COUNCIL AFL-CIO

22 SOUTH 2ND ST, 2ND FLOOR
PHILADELPHIA
PA
19103

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,010
Total of All Transactions with this Payee/Payer for This Schedule		$6,010

Name and Address
(A)

UNITED HOME CARE WORKERS UNION LOCAL PA

1500 N SECOND STREET
HARRISBURG
PA
17102

Type or Classification
(B)

UNION LOCAL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$41,667
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$41,667
ORGANIZING GRANT	10/31/2017	$41,667

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

SCHEDULE 18 - GENERAL OVERHEAD

FILE NUMBER: 526-885

Name and Address
(A)

CALVIN DAVIS

1734 S. RUBY ST
PHILADELPHIA
PA
19143

Type or Classification
(B)

MAINTENANCE AND REPAIRS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$15,890
Total of All Transactions with this Payee/Payer for This Schedule		$15,890

Name and Address
(A)

CINTAS

95 MILTON DRIVE
ASTON
PA
19014

Type or Classification
(B)

UNIFORM COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$16,000
Total Non-Itemized Transactions with this Payee/Payer		$3,357
Total of All Transactions with this Payee/Payer for This Schedule		$19,357
BLDG SUPPLIES	11/01/2017	$16,000

Name and Address
(A)

CITY OF PHILADELPHIA
PO BOX 4809

PHILADELPHIA
PA
19101

Type or Classification
(B)

MUNICIPALITY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$276,930
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$276,930
REAL ESTATE TAX	02/02/2018	$276,930

Name and Address
(A)

D.L. MECHANICAL CORP

644 KISMET ROAD
PHILADELPHIA
PA
19115

Type or Classification
(B)

HVAC COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$12,765
Total Non-Itemized Transactions with this Payee/Payer		$10,828
Total of All Transactions with this Payee/Payer for This Schedule		$23,593
HEATING & PLUMBING SERVICE	01/22/2018	$5,200
HEATING & PLUMBING SERVICE	05/11/2018	$7,565

Name and Address
(A)

DORNEY PARK & WILDWATER KINGDOM

4000 DORNEY PARK ROAD
ALLENTOWN
PA
18104

Type or Classification
(B)

AMUSEMENT PARK

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$308,770
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$308,770
AMUSEMENT - MEMBER ACTIVITIES	08/18/2017	$308,770

Name and Address
(A)

EDWARD A MACK

2635 N 12TH STREET
PHILADELPHIA
PA
19133

Type or Classification
(B)

PROPERTY MAINTENANCE

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

Name and Address
(A)

FIRST NAT'L FINANCIAL SVCS INC

405 E. PENNSYLVANIA BLV
FEASTERVILLE TREVOSE
PA
19053

Type or Classification
(B)

INSURANCE BROKER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$21,759
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$21,759
WORKERS COMP INSURANCE	07/11/2017	$10,080
WORKERS COMP INSURANCE	06/15/2018	$11,679

Name and Address
(A)

HARD HITTING PROMOTIONS, LLC

2 EASTWICK DRIVE SUITE 300
GIBBSBORO
NJ
08026

Type or Classification
(B)

MARKETING

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$14,000
Total of All Transactions with this Payee/Payer for This Schedule		$14,000

Name and Address
(A)

JILL E HUGHES

6883 FORREST AVENUE
PHILADELPHIA
PA
19138

Type or Classification
(B)

PART TIME HELP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$7,450
Total of All Transactions with this Payee/Payer for This Schedule		$7,450

Name and Address
(A)

KENNEDY PRINTING CO. INC

5534 BALTIMORE AVENUE
PHILADELPHIA
PA
19143

Type or Classification
(B)

PRINTING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,588
Total Non-Itemized Transactions with this Payee/Payer		$2,273
Total of All Transactions with this Payee/Payer for This Schedule		$9,861
PRINTING	07/14/2017	$7,588

Name and Address
(A)

KONICA MINOLTA BUS SOLUTIONS

21146 NETWORK PLACE
CHICAGO
IL
60673

Type or Classification
(B)

COPYING MACHINE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$8,388
Total of All Transactions with this Payee/Payer for This Schedule		$8,388

Name and Address
(A)

LEROY GASKINS

2119 TASKER STREET
PHILADELPHIA
PA
19145

Type or Classification
(B)

JANITORIAL SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$157,400
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$157,400
JANITORIAL SERVICES	07/14/2017	$6,559
JANITORIAL SERVICES	07/28/2017	$6,559
JANITORIAL SERVICES	08/11/2017	$6,559
JANITORIAL SERVICES	08/28/2017	$6,559
JANITORIAL SERVICES	09/15/2017	$6,559
JANITORIAL SERVICES	09/29/2017	$6,559
JANITORIAL SERVICES	10/13/2017	$6,559
JANITORIAL SERVICES	10/27/2017	$6,559
JANITORIAL SERVICES	11/14/2017	$6,558
JANITORIAL SERVICES	11/30/2017	$6,558
JANITORIAL SERVICES	12/15/2017	$6,558
JANITORIAL SERVICES	12/28/2017	$6,558
JANITORIAL SERVICES	01/12/2018	$6,558
JANITORIAL SERVICES	01/26/2018	$6,558
JANITORIAL SERVICES	02/15/2018	$6,558
JANITORIAL SERVICES	02/27/2018	$6,558
JANITORIAL SERVICES	03/14/2018	$6,558
JANITORIAL SERVICES	03/29/2018	$6,558
JANITORIAL SERVICES	04/11/2018	$6,558
JANITORIAL SERVICES	04/27/2018	$6,558
JANITORIAL SERVICES	05/15/2018	$6,558
JANITORIAL SERVICES	05/25/2018	$6,558
JANITORIAL SERVICES	06/15/2018	$6,558
JANITORIAL SERVICES	06/27/2018	$6,558

Name and Address
(A)

LIBERTY MUTUAL INSURANCE

175 BERELEY STREET
BOSTON
MA
02116

Type or Classification
(B)

INSURANCE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$67,129
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$67,129
INSURANCE	08/03/2017	$67,129

Name and Address
(A)

LINWOOD PARHAM

27 CONCARD DRIVE
NEWARK
DE
19702

Type or Classification
(B)

ELECTRICIAN

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$11,508
Total of All Transactions with this Payee/Payer for This Schedule		$11,508

Name and Address
(A)

MICHAEL BROWN

7183 N UBER STREET
PHILADELPHIA
PA
19138

Type or Classification
(B)

SECURITY COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$162,942
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$162,942
SECURITY COMPANY	07/14/2017	$6,267
SECURITY COMPANY	07/28/2017	$6,267
SECURITY COMPANY	08/11/2017	$6,267
SECURITY COMPANY	08/25/2017	$6,267
SECURITY COMPANY	09/08/2017	$6,267
SECURITY COMPANY	09/21/2017	$6,267
SECURITY COMPANY	10/05/2017	$6,267
SECURITY COMPANY	10/19/2017	$6,267
SECURITY COMPANY	11/03/2017	$6,267
SECURITY COMPANY	11/17/2017	$6,267
SECURITY COMPANY	12/01/2017	$6,267
SECURITY COMPANY	12/15/2017	$6,267
SECURITY COMPANY	12/28/2017	$6,267
SECURITY COMPANY	01/12/2018	$6,267
SECURITY COMPANY	01/26/2018	$6,267
SECURITY COMPANY	02/07/2018	$6,267
SECURITY COMPANY	02/22/2018	$6,267
SECURITY COMPANY	03/09/2018	$6,267
SECURITY COMPANY	03/23/2018	$6,267
SECURITY COMPANY	04/06/2018	$6,267
SECURITY COMPANY	04/19/2018	$6,267
SECURITY COMPANY	05/04/2018	$6,267
SECURITY COMPANY	05/16/2018	$6,267
SECURITY COMPANY	05/30/2018	$6,267
SECURITY COMPANY	06/15/2018	$6,267
SECURITY COMPANY	06/27/2018	$6,267

Name and Address
(A)

NICK ALTIERI SR.

837 GAINSBORO RD
DREXEL HILL
PA
19026

Type or Classification
(B)

MAINTENANCE AND REPAIRS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$7,950
Total of All Transactions with this Payee/Payer for This Schedule		$7,950

Name and Address
(A)

O'BRIEN PRINTING

324 DORRANCE STREET
BRISTOL
PA
19007

Type or Classification
(B)

PRINTING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$17,852
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$17,852
MEETING APPARELS	03/23/2018	$6,101
MEETING APPARELS	03/23/2018	$11,751

Name and Address
(A)

OTIS ELEVATOR COMPANY
90545

CHARLOTTE
NC
28290

Type or Classification
(B)

ELEVATOR COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$13,172
Total Non-Itemized Transactions with this Payee/Payer		$22,343
Total of All Transactions with this Payee/Payer for This Schedule		$35,515
ELEVATOR COMPANY	09/05/2017	$13,172

Name and Address
(A)

PHILADELPHIA ELECTRIC COMPANY
7888

PHILADELPHIA
PA
19101

Type or Classification
(B)

UTILITY COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$149,385
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$149,385
ELECTRICITY	07/14/2017	$13,028
ELECTRICITY	08/04/2017	$13,713
ELECTRICITY	10/06/2017	$22,443
ELECTRICITY	11/03/2017	$10,639
ELECTRICITY	12/01/2017	$10,339
ELECTRICITY	01/03/2018	$10,806
ELECTRICITY	02/15/2018	$24,941
ELECTRICITY	03/09/2018	$10,628
ELECTRICITY	04/06/2018	$10,172
ELECTRICITY	05/04/2018	$10,629
ELECTRICITY	06/15/2018	$12,047

Name and Address
(A)

PHILADELPHIA GAS WORKS

800 MONTGOMERY AVENUE
PHILADELPHIA
PA
19112-0050

Type or Classification
(B)

UTILITY COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$23,953
Total of All Transactions with this Payee/Payer for This Schedule		$23,953

Name and Address
(A)

REPUBLIC SERVICES
9001009

LOUISVILLE
KY
40290

Type or Classification
(B)

TRASH CONTRACTOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$37,227
Total of All Transactions with this Payee/Payer for This Schedule		$37,227

Name and Address
(A)

S.A. COMUNALE CO., INC.

2900 NEWPARK DRIVE
BARBERTON
OH
44203-1050

Type or Classification
(B)

MECHANICAL CONTRACTOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,553
Total Non-Itemized Transactions with this Payee/Payer		$5,458
Total of All Transactions with this Payee/Payer for This Schedule		$16,011
FIRE SPRINKLER INSPECTION	05/11/2018	$10,553

Name and Address
(A)

SAFDAR CPA

1450 PARKSIDE AVE SUITE 28
EWING
NJ
08638

Type or Classification
(B)

PROFESSIONAL ACCOUNTING SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$33,063
Total Non-Itemized Transactions with this Payee/Payer		$72,248
Total of All Transactions with this Payee/Payer for This Schedule		$105,311
ACCOUNTING SERVICES	08/16/2017	$5,895
ACCOUNTING SERVICES	05/18/2018	$7,619
ACCOUNTING SERVICES	06/01/2018	$7,623
ACCOUNTING SERVICES	06/15/2018	$6,701
ACCOUNTING SERVICES	06/28/2018	$5,225

Name and Address
(A)

SAGE SOFTWARE, INC

14855 COLLECTIONS CENTER DR
CHICAGO
IL
60693

Type or Classification
(B)

ACCOUNTING SOFTWARE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,374
Total Non-Itemized Transactions with this Payee/Payer		$1,296
Total of All Transactions with this Payee/Payer for This Schedule		$6,670
SOFTWARE	09/19/2017	$5,374

Name and Address
(A)

SASS-MOORE SERVICE CORP.

906 N. EVERGREEN AVE
WOODBURY
NJ
08096

Type or Classification
(B)

MAINTENANCE AND REPAIRS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$15,270
Total of All Transactions with this Payee/Payer for This Schedule		$15,270

Name and Address
(A)

SHERWIN-WILLIAMS

5058 CITY AVENUE
PHILADELPHIA
PA
19131

Type or Classification
(B)

BUILDING SUPPLIES & EXPENSE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$10,560
Total of All Transactions with this Payee/Payer for This Schedule		$10,560

Name and Address
(A)

SMITH-EDWARDS-DUNLAP
8500-S5560

PHILADELPHIA
PA
19178-5560

Type or Classification
(B)

PRINTING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$26,480
Total Non-Itemized Transactions with this Payee/Payer		$9,368
Total of All Transactions with this Payee/Payer for This Schedule		$35,848
PRINTING	10/26/2017	$5,506
PRINTING	11/22/2017	$10,001
PRINTING	06/22/2018	$10,973

Name and Address
(A)

SPEAR WILDERMAN

230 S BROAD ST
PHILADELPHIA
PA
19102

Type or Classification
(B)

LEGAL SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$7,574
Total of All Transactions with this Payee/Payer for This Schedule		$7,574

Name and Address
(A)

TYCO INTEGRATED SECURITY
371967

PITTSBURGH
PA
15350-7967

Type or Classification
(B)

SECURITY COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$25,808
Total of All Transactions with this Payee/Payer for This Schedule		$25,808

Name and Address
(A)

USI ADVISORS, INC.

95 GLASTONBURY BLVD
CLASTONBURY
CT
06033

Type or Classification
(B)

FINANCIAL ADVISOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$27,736
Total of All Transactions with this Payee/Payer for This Schedule		$27,736

Name and Address
(A)

VERIZON
8585

PHILADELPHIA
PA
19173-0001

Type or Classification
(B)

TELECOMMUNICATION COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$16,646
Total of All Transactions with this Payee/Payer for This Schedule		$16,646

Name and Address
(A)

VERIZON WIRELESS
17464

BALTIMORE
MD
21297-1464

Type or Classification
(B)

TELECOMMUNICATION COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$23,487
Total of All Transactions with this Payee/Payer for This Schedule		$23,487

Name and Address
(A)

VOYA INVESTMENT TRUST CO.

1 ORANGE WAY, C1-N
WINDSOR
CT
06095

Type or Classification
(B)

FINANCIAL CONSULTING

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$33,553
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$33,553
INVESTMENT FEE	07/28/2017	$6,152
INVESTMENT FEE	11/03/2017	$8,775
INVESTMENT FEE	02/02/2018	$9,200
INVESTMENT FEE	05/04/2018	$9,426

Name and Address
(A)

WASHINGTON GENERAL CONTRACTOR
751

BEAR
DE
19701

Type or Classification
(B)

BUILDING CONTRACTOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$7,200
Total of All Transactions with this Payee/Payer for This Schedule		$7,200

Name and Address
(A)

WATER REVENUE BUREAU-COP
41496

PHILADELPHIA
PA
19105

Type or Classification
(B)

WATER SUPPLY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$25,944
Total of All Transactions with this Payee/Payer for This Schedule		$25,944

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

SCHEDULE 19 - UNION ADMINISTRATION

FILE NUMBER: 526-885

Name and Address
(A)

CAESARS ENTERTAINMENT
96118

LAS VEGAS
NV
89193

Type or Classification
(B)

CONVENTION CENTER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$190,218
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$190,218
DELEGATE MEETING	02/02/2018	$5,000
DELEGATE MEETING	04/27/2018	$185,218

Name and Address
(A)

JADA S MATTHEWS

2 DALTON PLACE
SICKLERVILLE
NJ
08081

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,000
Total Non-Itemized Transactions with this Payee/Payer		$2,430
Total of All Transactions with this Payee/Payer for This Schedule		$10,430
CONSULTANT	06/27/2018	$8,000

Name and Address
(A)

JOHN F. KENNEDY MEDICAL CENTER

3001 WALNUT STREET
PHILADELPHIA
PA
19104

Type or Classification
(B)

CATERING

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$124,556
Total Non-Itemized Transactions with this Payee/Payer		$12,025
Total of All Transactions with this Payee/Payer for This Schedule		$136,581
CATERING	09/21/2017	$14,838
CATERING	11/17/2017	$18,295
CATERING	12/01/2017	$9,088
CATERING	12/15/2017	$8,414
CATERING	01/22/2018	$8,236
CATERING	01/26/2018	$8,559
CATERING	03/02/2018	$17,169
CATERING	04/06/2018	$14,329
CATERING	06/22/2018	$8,543
CATERING	06/28/2018	$17,085

Name and Address
(A)

LEONARD DEBOSE

388 RADAR DRIVE
KING OF PRUSSIA
PA
19406

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$13,652
Total of All Transactions with this Payee/Payer for This Schedule		$13,652

Name and Address
(A)

MARIA J. SANTOS

581 E SANGER STREET
PHILADELPHIA
PA
19120

Type or Classification
(B)

SERGEANT AT ARMS

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

Name and Address
(A)

SPEAR WILDERMAN

230 S BROAD ST
PHILADELPHIA
PA
19102

Type or Classification
(B)

LEGAL SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,728
Total Non-Itemized Transactions with this Payee/Payer		$15,102
Total of All Transactions with this Payee/Payer for This Schedule		$20,830
LEGAL SERVICES	11/17/2017	$5,728

Name and Address
(A)

STRATEGIC COMM.CONS INC

583 SKIPPACK PIKE STE 4
BLUE BELL
PA
19422-2146

Type or Classification
(B)

CONSULTATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$14,692
Total Non-Itemized Transactions with this Payee/Payer		$26,808
Total of All Transactions with this Payee/Payer for This Schedule		$41,500
CONSULATION	07/11/2017	$7,547
CONSULTATION	08/04/2017	$7,145

Name and Address
(A)

WALTER N. GLOVER, SR.

2920 W GIRARD AVENUE
PHILADELPHIA
PA
19130

Type or Classification
(B)

SERGEANT AT ARMS

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

Name and Address
(A)

WARNER TOPPING

155 N EDGEWOOD STREET
PHILADELPHIA
PA
19139

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$9,600
Total of All Transactions with this Payee/Payer for This Schedule		$9,600

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

SCHEDULE 20 - BENEFITS

FILE NUMBER: 526-885

Description (A)	To Whom Paid (B)	Amount (C)
Total of all lines above (Total will be automatically entered in Item 55.)		$703,065
LIFE INSURANCE - CURRENT & PRIOR OFFICERS	AETNA LIFE INSURANCE CO.	$1,650
EMPLOYEE PROFESSIONAL DUES	AICPA	$594
LIFE INSURANCE	AMERICAN NATIONAL INSURANCE CO.	$2,505
LIFE INSURANCE - CURRENT & PRIOR OFFICERS	AMERICO FLAIC	$27,276
LIFE INSURANCE - CURRENT & PRIOR OFFICERS	ATHENE ANNUITY	$4,249
LIFE INSURANCE - CURRENT & PRIOR OFFICERS	BANNER LIFE INSURANCE COMPANY	$598
LIFE INSURANCE - CURRENT & PRIOR OFFICERS	BERKSHIRE LIFE INSURANCE CO.	$4,298
PENSION	CHARLES SCHWAB BANK	$600,000
LIFE INSURANCE - CURRENT & PRIOR OFFICERS	GENWORTH LIFE	$1,775
LIFE INSURANCE - CURRENT & PRIOR OFFICERS	GREAT SOUTHERN LIFE INSURANCE	$23,859
LIFE INSURANCE - CURRENT & PRIOR OFFICERS	NORTH AMERICAN COMPANY	$2,310
LIFE INSURANCE - CURRENT & PRIOR OFFICERS	PROTECTIVE LIFE INSURANCE CO.	$7,595
LIFE INSURANCE - CURRENT & PRIOR OFFICERS	SAGICOR ADMINISTRATIVE SVCS	$4,324
LIFE INSURANCE - CURRENT & PRIOR OFFICERS	SECURITY LIFE OF DENVER INS CO	$2,309
DENTAL INSURANCE	UNITED CONCORDIA COMPANIES, INC	$11,829
LIFE INSURANCE - CURRENT & PRIOR OFFICERS	UNUM LIFE INSURANCE CO	$3,309
LIFE INSURANCE - CURRENT & PRIOR OFFICERS	WEST GUARD INSURANCE COMPANY	$4,585

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

69. ADDITIONAL INFORMATION SUMMARY

FILE NUMBER: 526-885

Question 10: ASFCME DISTRICT COUNCIL 33 MUNICIPAL WORKERS HEALTH & WELFARE FUND, 3001 WALNUT STREET., PHILADELPHIA, PA 19104. THE PURPOSE OF THE FUND IS TO HOLD, MANAGE, PRESERVE, AND, IF THE TRUSTEE DEEMS EXPEDIENT IN THEIR SOLE DISCRETION, TO INVEST AND REINVEST, AS HEREINAFTER PROVIDED, THE MONIES PAID TO THE FUND, TOGETHER WITH ANY INCOME THEREFROM, AND TO PAY AND/OR PROVIDE ELIGIBLE PARTICIPANTS HEALTH AND WELFARE BENEFITS OR COVERAGE TO THE EXTENT THAT THE TRUSTEES, IN THEIR SOLE DISCRETION DEEM ADVISABLE, AND SUCH OTHER PURPOSES RELATIVE TO THE FOREGOING, AS THE TRUSTEE MAY IN THEIR SOLE DISCRETION, DETERMINE FROM TIME TO TIME. AFSCME DISTRICT COUNCIL 33 LEGAL SERVICES PLAN, 3001 WALNUT STREET, PHILADELPHIA, PA 19104. THE PURPOSE OF THE PLAN IS TO COLLECT, HOLD, MANAGE, PRESERVE, AND IF THE TRUSTEE DEEMS EXPEDIENT IN THEIR SOLE DISCRETION, TO INVEST AND REINVEST, AS HEREIN AFTER PROVIDED, MONIES PAID TO PLAN, TOGETHER WITH ANY INCOME THERE FROM, AND TO PAY AND/OR PROVIDE ELIGIBLE PARTICIPANTS. JOHN F. KENNEDY MEDICAL CENTER, 3001 WALNUT STREET, PHILADELPHIA, PA 19104. PROVIDE HEALTH CARE SERVICES TO PARTICIPANTS OF AFSCME DISTRICT COUNCIL 33 HEALTH AND WELFARE FUND.

Question 11(a): UNION HAS A POLITICAL ACTION COMMITTEE FUND

Question 12: SAFDAR, CPA

Schedule 1, Row1:

Schedule 1, Row1:::

Schedule 1, Row2:

Schedule 1, Row2:::

Schedule 1, Row3:

Schedule 1, Row3:::

Schedule 1, Row4:

Schedule 1, Row4:::

Schedule 2, Row6:

Schedule 2, Row6::::::

Schedule 2, Row7:

Schedule 2, Row7::::::

Schedule 2, Row1:

Schedule 2, Row1:::::::

Schedule 2, Row2:

Schedule 2, Row2:::::::

Schedule 2, Row3:

Schedule 2, Row3::::::

Schedule 2, Row4:

Schedule 2, Row4::::::

Schedule 2, Row5:

Schedule 2, Row5::::::

Schedule 13, Row1:

Schedule 13, Row1:FULL TIME MEMBERS CAN VOTE

Schedule 13, Row1:

Schedule 13, Row1:

Schedule 13, Row2:

Schedule 13, Row2:PART TIME MEMBERS CAN VOTE

Schedule 13, Row2:

Schedule 13, Row2:



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