U.S. Department of Labor
Office of Labor-Management Standards
Washington, DC 20210
FORM LM-2 LABOR ORGANIZATION ANNUAL REPORT Form Approved
Office of Management and Budget
No. 1245-0003
Expires: 09-30-2021
MUST BE USED BY LABOR ORGANIZATIONS WITH $250,000 OR MORE IN TOTAL ANNUAL RECEIPTS AND LABOR ORGANIZATIONS IN TRUSTEESHIP

This report is mandatory under P.L. 86-257, as amended.  Failure to comply may result in criminal prosecution, fines, or civil penalties as provided by 29 U.S.C. 439 or 440.
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.
For Official Use Only
1. FILE NUMBER
505-025
2. PERIOD COVERED
From10/01/2018
Through12/31/2018
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
SERVICE EMPLOYEES
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
6. DESIGNATION NBR
668
7. UNIT NAME (if any)

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

Number and Street
2589 INTERSTATE DRIVE
City
HARRISBURG
State
PA
ZIP Code + 4
171109602


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:Stephen CatanesePRESIDENT71. SIGNED:JoAnne P SessaTREASURER
Date:Mar 27, 2019Telephone Number:717-657-7677Date:Mar 27, 2019Telephone Number:717-657-7677
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 505-025
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?No
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?10/2020
20. How many members did the labor organization have at the end of the reporting period?16,507
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees1.39%perYearN/AN/A
(b) Working Dues/FeesNoneperN/AN/AN/A
(c) Initiation FeesNoneperN/AN/AN/A
(d) Transfer FeesNoneperN/AN/AN/A
(e) Work PermitsNoneperN/AN/AN/A

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 505-025

ASSETS
ASSETS Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash $2,564,920$2,882,015
23. Accounts Receivable1$0$0
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $0$0
26. Investments5$6,007,454$6,124,613
27. Fixed Assets6$1,065,948$1,049,849
28. Other Assets7$0$0
29. TOTAL ASSETS $9,638,322$10,056,477

LIABILITIES
LIABILITIES Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable8$0$0
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$0$548
34. TOTAL LIABILITIES $0$548
35. NET ASSETS$9,638,322$10,055,929
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 505-025

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $2,621,240
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $292,754
41. Dividends $0
42. Rents $0
43. Sale of Investments and Fixed Assets3$198,310
44. Loans Obtained9$0
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $1,484
47. From Members for Disbursement on Their Behalf $402
48. Other Receipts14$103,260
49. TOTAL RECEIPTS $3,217,450
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$612,696
51. Political Activities and Lobbying16$28,358
52. Contributions, Gifts, and Grants17$298
53. General Overhead18$355,463
54. Union Administration19$360,087
55. Benefits20$531,277
56. Per Capita Tax $463,529
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$483,052
61. Loans Made2$0
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $1,229
64. On Behalf of Individual Members $169
65. Direct Taxes $64,197
  
66. Subtotal $2,900,355
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$200,440  
  67b. Less Total Disbursed$200,440  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $2,900,355
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 505-025

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    
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $0$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 505-025

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: 505-025

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$201,755$201,755$198,310$198,310
Sale of Investments$201,755$201,755$198,310$198,310
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$198,310
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 505-025

Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total of all lines above$483,052$483,052$483,052
Purchase of Investments$477,169$477,169$477,169
Dell Latitude 5580 XCTO Laptop$1,978$1,978$1,978
Optiplex 3050 Small Form Factor XCTO$1,394$1,394$1,394
Optiplex 3050 Small Form Factor XCTO$1,273$1,273$1,273
Video Conferencing System (Balance of system)$1,238$1,238$1,238
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$483,052
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 505-025

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$6,282,868
E. Total Book Value$6,124,613
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.  
  • Metropolitan West Low Duration Bond
$473,275
  • Pioneer Floating Rate Y
$355,149
  • Oakmark International I
$335,428
  • Artisan International
$347,817
  • Virtus SEIX Total Return
$312,678
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $6,124,613
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 505-025

Description
(A)
Cost or Other Basis
(B)
Total Depreciation or
Amount Expensed
(C)
Book Value
(D)
Value
(E)
A. Land (give location)    
Land  1 :      2589 Interstate Drive, Harrisburg, PA 17110$115,000 $115,000$115,000
Land  2 :      1924 Spring Garden Street, Philadelphia, PA 19130$7,500 $7,500$7,500
B. Buildings (give location)    
Building  1 :      2589 Interstate Drive, Harrisburg, PA 17110$648,254$328,854$319,400$319,400
Building  2 :      1924 Spring Garden Street, Philadelphia, PA 19130$285,000$181,500$103,500$103,500
Building  3 :      Building Improvements, Harrisburg, PA 17110$645,510$315,241$330,269$330,269
Building  4 :      Building Improvements, Philadelphia, PA 19130$238,343$132,829$105,514$105,514
C. Automobiles and Other Vehicles$0$0$0$0
D. Office Furniture and Equipment$331,943$263,277$68,666$68,666
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $2,271,550$1,221,701$1,049,849$1,049,849
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 505-025

Description
(A)
Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 505-025

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$0$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $0$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 505-025

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: 505-025

Description
(A)
Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $548
Dues deductions payable to affiliate Union$256
Voluntary COPE deductions from members$232
Fair share fees due to nonmembers$60
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 505-025

(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
Catanese ,  Stephen  
President
C
$22,959$0$0$0$22,959
I
Schedule 15
Representational Activities
26 % Schedule 16
Political Activities and Lobbying
8 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
6 % Schedule 19
Administration
60 %
A
B
C
Sessa ,  JoAnne   P
Secretary-Treasurer
C
$23,012$0$1,153$0$24,165
I
Schedule 15
Representational Activities
4 % Schedule 16
Political Activities and Lobbying
7 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
12 % Schedule 19
Administration
77 %
Total Officer Disbursements$45,971$0$1,153$0$47,124
Less Deductions    $6,660
Net Disbursements    $40,464
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 505-025

(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
Bacon ,  Randall  
Organizing Director
N/A
$16,983$0$0$0$16,983
I
Schedule 15
Representational Activities
94 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
6 % Schedule 19
Administration
0 %
A
B
C
Brubaker ,  Coby  
Business Agent
N/A
$14,052$0$1,511$0$15,563
I
Schedule 15
Representational Activities
81 % Schedule 16
Political Activities and Lobbying
2 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
13 % Schedule 19
Administration
4 %
A
B
C
Canning ,  Rachel  
Staff Director
N/A
$16,334$0$2,837$0$19,171
I
Schedule 15
Representational Activities
68 % Schedule 16
Political Activities and Lobbying
4 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
16 % Schedule 19
Administration
12 %
A
B
C
Carney ,  Rose  
Business Agent
N/A
$15,764$0$1,320$0$17,084
I
Schedule 15
Representational Activities
50 % Schedule 16
Political Activities and Lobbying
4 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
46 % Schedule 19
Administration
0 %
A
B
C
Crisp ,  Kimberly  
Accounting Manager
N/A
$20,222$0$0$203$20,425
I
Schedule 15
Representational Activities
4 % Schedule 16
Political Activities and Lobbying
7 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
12 % Schedule 19
Administration
77 %
A
B
C
Felder ,  Tracey  
Administrative Support
N/A
$10,013$0$0$0$10,013
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
15 % Schedule 19
Administration
85 %
A
B
C
Gittens ,  Jessica  
Communications Staff
N/A
$10,305$0$880$0$11,185
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
15 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
12 % Schedule 19
Administration
73 %
A
B
C
Green ,  Gwendolyn  
Business Agent
N/A
$18,320$0$4,060$250$22,630
I
Schedule 15
Representational Activities
79 % Schedule 16
Political Activities and Lobbying
2 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
13 % Schedule 19
Administration
6 %
A
B
C
Grejda ,  Richard  
Business Agent
N/A
$18,704$0$1,977$0$20,681
I
Schedule 15
Representational Activities
68 % Schedule 16
Political Activities and Lobbying
4 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
16 % Schedule 19
Administration
12 %
A
B
C
Hitchings ,  Jon  
Business Agent
N/A
$18,764$0$1,320$0$20,084
I
Schedule 15
Representational Activities
68 % Schedule 16
Political Activities and Lobbying
4 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
16 % Schedule 19
Administration
12 %
A
B
C
Humphrey ,  Yolanda  
Administrative Support
N/A
$11,775$0$0$0$11,775
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
15 % Schedule 19
Administration
85 %
A
B
C
Hundley ,  Christopher  
Public & Govt Rel. Dir.
N/A
$21,142$0$105$0$21,247
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
15 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
12 % Schedule 19
Administration
73 %
A
B
C
Hunt ,  Kevin  
Organizer
N/A
$19,498$0$1,584$0$21,082
I
Schedule 15
Representational Activities
94 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
6 % Schedule 19
Administration
0 %
A
B
C
Jackson ,  Nicole  
Organizer
N/A
$12,211$0$1,805$0$14,016
I
Schedule 15
Representational Activities
62 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
38 % Schedule 19
Administration
0 %
A
B
C
Jarrell ,  Steven  
Business Agent
N/A
$16,523$0$2,264$816$19,603
I
Schedule 15
Representational Activities
68 % Schedule 16
Political Activities and Lobbying
4 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
16 % Schedule 19
Administration
12 %
A
B
C
Jarrell ,  Tammy  
Administrative Support
N/A
$10,863$0$0$0$10,863
I
Schedule 15
Representational Activities
4 % Schedule 16
Political Activities and Lobbying
7 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
12 % Schedule 19
Administration
77 %
A
B
C
Kennedy ,  Mallory  
Business Agent
N/A
$15,282$0$1,181$0$16,463
I
Schedule 15
Representational Activities
74 % Schedule 16
Political Activities and Lobbying
2 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
18 % Schedule 19
Administration
6 %
A
B
C
Kenny ,  Kieran  
Staff Attorney
N/A
$17,445$0$2,348$245$20,038
I
Schedule 15
Representational Activities
84 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
12 % Schedule 19
Administration
4 %
A
B
C
Kertes ,  Thomas  
Business Agent
N/A
$20,328$0$4,449$0$24,777
I
Schedule 15
Representational Activities
67 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
26 % Schedule 19
Administration
6 %
A
B
C
Klimaszewski ,  Karen  
Organizing Specialist
N/A
$20,757$0$815$0$21,572
I
Schedule 15
Representational Activities
84 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
14 % Schedule 19
Administration
2 %
A
B
C
Langman ,  Deborah  
Business Agent
N/A
$16,867$0$8,098$0$24,965
I
Schedule 15
Representational Activities
70 % Schedule 16
Political Activities and Lobbying
3 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
21 % Schedule 19
Administration
6 %
A
B
C
Listisen ,  John  
Business Agent
N/A
$16,867$0$1,711$226$18,804
I
Schedule 15
Representational Activities
68 % Schedule 16
Political Activities and Lobbying
4 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
16 % Schedule 19
Administration
12 %
A
B
C
Long ,  Pamela  
Office & Project Manager
N/A
$19,342$0$207$18$19,567
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
15 % Schedule 19
Administration
85 %
A
B
C
Lukert ,  Claudia  
Chief of Staff
N/A
$27,281$0$1,447$137$28,865
I
Schedule 15
Representational Activities
1 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
19 % Schedule 19
Administration
80 %
A
B
C
Major ,  William  
Business Agent
N/A
$20,328$0$2,016$0$22,344
I
Schedule 15
Representational Activities
70 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
26 % Schedule 19
Administration
4 %
A
B
C
Middleton ,  Martilynne  
Business Agent
N/A
$18,704$0$1,698$250$20,652
I
Schedule 15
Representational Activities
67 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
15 % Schedule 19
Administration
18 %
A
B
C
Miller ,  Judith  
Business Agent
N/A
$16,564$0$3,079$0$19,643
I
Schedule 15
Representational Activities
70 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
24 % Schedule 19
Administration
6 %
A
B
C
Ponton ,  DeShauna  
Organizer
N/A
$16,187$0$2,894$0$19,081
I
Schedule 15
Representational Activities
94 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
6 % Schedule 19
Administration
0 %
A
B
C
Sams ,  Karmella  
Business Agent
N/A
$15,538$0$3,853$210$19,601
I
Schedule 15
Representational Activities
81 % Schedule 16
Political Activities and Lobbying
5 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
11 % Schedule 19
Administration
3 %
A
B
C
Shaw ,  Rachel  
Business Agent
N/A
$16,187$0$1,292$130$17,609
I
Schedule 15
Representational Activities
69 % Schedule 16
Political Activities and Lobbying
6 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
18 % Schedule 19
Administration
7 %
A
B
C
Siddons ,  Jeff  
Organizer
N/A
$14,942$0$3,146$0$18,088
I
Schedule 15
Representational Activities
69 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
31 % Schedule 19
Administration
0 %
A
B
C
Smith ,  Charlene  
Business Agent
N/A
$16,564$0$0$0$16,564
I
Schedule 15
Representational Activities
68 % Schedule 16
Political Activities and Lobbying
4 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
16 % Schedule 19
Administration
12 %
A
B
C
Smith, Jr. ,  Al  
Business Agent
N/A
$18,704$0$2,245$0$20,949
I
Schedule 15
Representational Activities
68 % Schedule 16
Political Activities and Lobbying
4 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
16 % Schedule 19
Administration
12 %
A
B
C
Staruch ,  Dannette  
Organizer
N/A
$16,225$0$1,084$0$17,309
I
Schedule 15
Representational Activities
83 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
17 % Schedule 19
Administration
0 %
A
B
C
Stine ,  Kathleen  
Executive Admin Assistant
N/A
$25,349$0$0$0$25,349
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
17 % Schedule 19
Administration
82 %
A
B
C
Strobl ,  Erik  
Business Agent
N/A
$14,052$0$1,345$0$15,397
I
Schedule 15
Representational Activities
68 % Schedule 16
Political Activities and Lobbying
4 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
16 % Schedule 19
Administration
12 %
A
B
C
Sutter ,  Lisa  
Administrative Support
N/A
$13,173$0$36$250$13,459
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
15 % Schedule 19
Administration
85 %
A
B
C
Vallone ,  Antonia  
Staff Director
N/A
$17,461$0$3,046$0$20,507
I
Schedule 15
Representational Activities
68 % Schedule 16
Political Activities and Lobbying
4 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
16 % Schedule 19
Administration
12 %
A
B
C
White ,  Kevin  
Organizer
N/A
$17,577$0$7,268$250$25,095
I
Schedule 15
Representational Activities
85 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
13 % Schedule 19
Administration
2 %
A
B
C
Wiestling ,  Tammy  
Administrative Support
N/A
$14,947$0$31$134$15,112
I
Schedule 15
Representational Activities
4 % Schedule 16
Political Activities and Lobbying
7 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
12 % Schedule 19
Administration
77 %
A
B
C
Williard ,  Michelle  
Business Agent
N/A
$17,577$0$1,183$118$18,878
I
Schedule 15
Representational Activities
79 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
18 % Schedule 19
Administration
2 %
A
B
C
Yost ,  Kimberly  
Business Agent
N/A
$22,572$0$2,345$0$24,917
I
Schedule 15
Representational Activities
77 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
18 % Schedule 19
Administration
4 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$49,333$0$0$0$49,333
I Schedule 15
Representational Activities
3 % Schedule 16
Political Activities and Lobbying
7 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
15 % Schedule 19
Administration
75 %
Total Employee Disbursements$767,626$0$76,480$3,237$847,343
Less Deductions    $193,780
Net Disbursements    $653,563
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 505-025

Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members (Total of all lines above) 16,507 
Agency Fee Payers*361
Total Members/Fee Payers16,868 
*Agency Fee Payers are not considered members of the labor organization.
General Members16,292Yes
Life Members2Yes
Direct Pay Members1Yes
Retired Members212Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 505-025

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$92,938
2. Named Payer Non-itemized Receipts$4,182
3. All Other Receipts$6,140
4. Total Receipts$103,260
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$298
6. Total Disbursements$298
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$62,862
2. Named Payee Non-itemized Disbursements$10,008
3. To Officers$6,936
4. To Employees$456,600
5. All Other Disbursements$76,290
6. Total Disbursements$612,696
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$47,289
2. Named Payee Non-itemized Disbursements$45,960
3. To Officers$4,278
4. To Employees$142,650
5. All Other Disbursements$115,286
6. Total Disbursements$355,463
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$3,529
4. To Employees$23,937
5. All Other Disbursements$892
6. Total Disbursements$28,358
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$42,847
2. Named Payee Non-itemized Disbursements$19,477
3. To Officers$32,382
4. To Employees$224,160
5. All Other Disbursements$41,221
6. Total Disbursements$360,087
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 505-025

Name and Address
(A)
PSSU Local Unit Health and Welfare Fund

2589 Interstate Drive
Harrisburg
PA
17110
Type or Classification
(B)
Health & Welfare Benefits Organization
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,188
Total Non-Itemized Transactions with this Payee/Payer$1,302
Total of All Transactions with this Payee/Payer for This Schedule$12,490
Medical Insurance Coverage for October 201812/06/2018$5,594
Medical Insurance Coverage for December 201812/31/2018$5,594
Name and Address
(A)
Service Employees International Union

1800 Massachusetts Ave NW
Washington
DC
20036
Type or Classification
(B)
International Union
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$76,750
Total Non-Itemized Transactions with this Payee/Payer$2,880
Total of All Transactions with this Payee/Payer for This Schedule$79,630
Program Support for Together We Rise10/19/2018$76,750
Name and Address
(A)
SEIU PA State Council

1500 North Second Street
Harrisburg
PA
17102
Type or Classification
(B)
Local Union
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Digital Program Contribution12/31/2018$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 505-025

Name and Address
(A)
Red Lion Hotels

4751 Lindle Road
Harrisburg
PA
17111
Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,864
Total Non-Itemized Transactions with this Payee/Payer$10,008
Total of All Transactions with this Payee/Payer for This Schedule$22,872
Hotel and Meeting Rooms10/16/2018$7,727
Hotel and Meeting Rooms12/21/2018$5,137
Name and Address
(A)
Service Employees International Union

1800 Massachusetts Ave NW
Washington
DC
20036
Type or Classification
(B)
International Union
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$49,998
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$49,998
National Contribution - October 201810/16/2018$16,666
National Contribution - November 201811/29/2018$16,666
National Contribution - December 201812/21/2018$16,666
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 505-025

There was no data found for this schedule.

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 505-025

There was no data found for this schedule.

SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 505-025

Name and Address
(A)
Brown Schultz Sheridan & Fritz

210 Grandview Avenue
Camp Hill
PA
17011
Type or Classification
(B)
Accounting Firm
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$30,000
Total Non-Itemized Transactions with this Payee/Payer$1,500
Total of All Transactions with this Payee/Payer for This Schedule$31,500
Audit of Financial Statements10/04/2018$5,000
Audit of Financial Statements11/26/2018$15,000
Audit of Financial Statements12/13/2018$10,000
Name and Address
(A)
Comcast Corporation

1701 JFK Boulevard
Philadelphia
PA
19103
Type or Classification
(B)
Telephone/Internet Service Provider
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,393
Total of All Transactions with this Payee/Payer for This Schedule$5,393
Name and Address
(A)
COBRA Electric
PO Box 383

Bensalem
PA
19020
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$5,570
Total of All Transactions with this Payee/Payer for This Schedule$5,570
Name and Address
(A)
Dito, LLC
PO Box 398452

San Francisco
CA
94139
Type or Classification
(B)
Email Services
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,880
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$8,880
Google Suite Annual Business Renewal10/04/2018$8,880
Name and Address
(A)
G.R. Sponaugle & Sons, Inc.
P.O. Box 4456

Harrisburg
PA
17111
Type or Classification
(B)
Contractor
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,886
Total of All Transactions with this Payee/Payer for This Schedule$5,886
Name and Address
(A)
Manpower Inc of Altoona

2900 Plank Road Suite 5
Altoona
PA
16601
Type or Classification
(B)
Temporary Employment Services
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,219
Total of All Transactions with this Payee/Payer for This Schedule$10,219
Name and Address
(A)
Pennjerdel Insurance Consultants

400 Middletown Blvd.
Langhorne
PA
19047
Type or Classification
(B)
Insurance Broker
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,409
Total Non-Itemized Transactions with this Payee/Payer$3,203
Total of All Transactions with this Payee/Payer for This Schedule$11,612
Insurance 10/16/2018$8,409
Name and Address
(A)
Tristate Printing

120 Bester St
Hagerstown
MD
21740
Type or Classification
(B)
Printing Company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,189
Total of All Transactions with this Payee/Payer for This Schedule$5,189
Name and Address
(A)
VLA 4151, LLC

1514 LaSalle Avenue
Pittsburgh
PA
15216
Type or Classification
(B)
Landlord
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,000
Total of All Transactions with this Payee/Payer for This Schedule$9,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 505-025

Name and Address
(A)
Ascension 12 Consulting, LLC

2930 Paper Mill Rd
Phoenix
MD
21131
Type or Classification
(B)
Staffing Consultants
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$30,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$30,000
Job Search Fee for Two Consultants11/26/2018$30,000
Name and Address
(A)
Paragon Corporation

One Devonshire Place
Boston
MA
02109
Type or Classification
(B)
Computer Consultant
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,339
Total of All Transactions with this Payee/Payer for This Schedule$11,339
Name and Address
(A)
Red Lion Hotels

4751 Lindle Road
Harrisburg
PA
17111
Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,847
Total Non-Itemized Transactions with this Payee/Payer$2,558
Total of All Transactions with this Payee/Payer for This Schedule$15,405
Hotel and Meeting Rooms10/16/2018$12,847
Name and Address
(A)
Social Movement Technologies

12 Beacon Hill Drive
Bloomfield
CT
06002
Type or Classification
(B)
Training Organization
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,580
Total of All Transactions with this Payee/Payer for This Schedule$5,580
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 505-025

Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$531,277
Health InsuranceHighmark Blue Shield$291,621
PensionSEIU Affiliates, Officers & Employees Pension Fund$154,198
Dental, Prescription and Vision InsurancePennsylvania Employee Benefit Trust Fund$69,051
Life and Disability InsuranceLINA$12,645
Workers Compensation InsuranceAmTrust North America$3,762
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 505-025
Prefill Date Explanation:The report is for a period of less than 12 months because the Union has changed its fiscal year to a calendar year. The Union's fiscal year end used to be September 30th and it is now December 31st.

Question 10: Pennsylvania Employee Benefit Trust Fund 150 South 43rd Street, Suite 1 Harrisburg, PA 17111 EIN 52-1588740 Plan #501 Purpose - To provide health and welfare benefits to members. PSSU Local Unit Health and Welfare Fund 2589 Interstate Drive Harrisburg, PA 17110 EIN 23-2029140 Plan #501 Purpose - To provide health and welfare benefits to members.

Question 11(a):

Question 11(a): PSSU Local 668 SEIU COPE Fund 2589 Interstate Drive Harrisburg, PA 17110 EIn25-1828000

Question 15: Due to changes in technology and other efficiency considerations, the Union removed five laptops/computers from service that had an original cost of $7,764 and a net book value of $0.

Schedule 13, Row1:

Schedule 13, Row1:

General members are full dues paying members who are employed or engaged in any phase of private, nonprofit or public employment.

Schedule 13, Row1:

Schedule 13, Row1:

Schedule 13, Row2:

Schedule 13, Row2:Life members are no longer required to pay dues because they were a dues paying member for several years.

Schedule 13, Row2:

Schedule 13, Row2:

Schedule 13, Row3:

Schedule 13, Row3:Direct pay members are full dues paying members who are no longer employed or engaged in any phase of private, nonprofit or public employment but they want to remain a member of the Union.

Schedule 13, Row3:

Schedule 13, Row3:

Schedule 13, Row4:

Schedule 13, Row4:Retired members are full dues paying members that have retired from the bargaining unit.

Schedule 13, Row4:

Schedule 13, Row4:
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)