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
542-923
2. PERIOD COVERED
From10/01/2018
Through09/30/2019
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
500
7. UNIT NAME (if any)

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

Number and Street
12 TAFT CT, 2ND FLR
City
ROCKVILLE
State
MD		 ZIP Code + 4
20850


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:PierAngeli MorrisonPRESIDENT71. SIGNED:Oriole SaahTREASURER
Date:Dec 19, 2019Telephone Number:301-740-7100Date:Dec 19, 2019Telephone Number:301-740-7100
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 542-923
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?No
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?Yes
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?Yes
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?Yes
17. Did the labor organization have any contingent liabilities at the end of the reporting period?Yes
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?Yes
19. What is the date of the labor organization's next regular election of officers?05/2022
20. How many members did the labor organization have at the end of the reporting period?9,508
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees$26perPaycheck$240/Year$520/Year
(b) Working Dues/Fees2%perPaycheck2%2%
(c) Initiation Fees$20perInitial$17.60$20
(d) Transfer Fees0per000
(e) Work Permits0per000

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 542-923

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $1,084,792$1,134,642
23. Accounts Receivable1$196,401$194,635
24. Loans Receivable2$875$411
25. U.S. Treasury Securities $0$0
26. Investments5$0$0
27. Fixed Assets6$2,627,444$2,627,644
28. Other Assets7$1,544$83,284
29. TOTAL ASSETS $3,911,056$4,040,616

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$171,634$217,497
31. Loans Payable9
32. Mortgages Payable $1,767,212$1,416,705
33. Other Liabilities10$13,621$95,609
34. TOTAL LIABILITIES $1,952,467$1,729,811
35. NET ASSETS$1,958,589$2,310,805
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 542-923

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $4,956,072
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $36,027
39. Sale of Supplies $7,274
40. Interest $1,145
41. Dividends $0
42. Rents $48,465
43. Sale of Investments and Fixed Assets3$0
44. Loans Obtained9
45. Repayments of Loans Made2$7,395
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $61,601
48. Other Receipts14$336,822
49. TOTAL RECEIPTS $5,454,801
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$1,441,022
51. Political Activities and Lobbying16$199,628
52. Contributions, Gifts, and Grants17$3,690
53. General Overhead18$1,326,944
54. Union Administration19$142,401
55. Benefits20$670,871
56. Per Capita Tax $1,348,792
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $6,345
60. Purchase of Investments and Fixed Assets4$0
61. Loans Made2$6,931
62. Repayment of Loans Obtained9
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $62,954
65. Direct Taxes $195,389
  
66. Subtotal $5,404,967
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$531,097  
  67b. Less Total Disbursed$531,081  
  67c. Total Withheld But Not Disbursed $16
68. TOTAL DISBURSEMENTS $5,404,951
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 542-923

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$194,635   
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $194,635$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 542-923

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$875$6,931$7,395$0$411
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Name: Seth Dietz (E)
Purpose: Payroll Adv/Car Allw
Security: Payroll Deduction
Terms of Repayment: Next Payrolls
$875$2,644$3,271$248
Name: Mark McLaurin (E)
Purpose: Payroll Adv/Car Allw
Security: Payroll Deduction
Terms of Repayment: Next Payrolls
$0$2,924$2,924$0
Name: Travis Simon (E)
Purpose: Payroll Adv/Car Allw
Security: Payroll Deduction
Terms of Repayment: Next Payrolls
$0$1,363$1,200$163
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 542-923

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Gross Sales Price
(D) 		Amount Received
(E)
Total of all lines above$0$0$0$0
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 542-923

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$0$0$0
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 542-923

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost$0
B. Total Book Value$0
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
Other Investments 
D. Total Cost$0
E. Total Book Value$0
F. List each other investment which has a book value over $5,000 and exceeds 5% of Line E.  Also, list each subsidiary for which separate reports are attached.  
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 542-923

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)$0 $0$0
B. Buildings (give location)    
Building  1 :      901 Russell Avenue, Gaithersburg, MD$3,860,141$1,242,211$2,617,930$2,617,930
C. Automobiles and Other Vehicles
D. Office Furniture and Equipment$823,102$813,388$9,714$9,714
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $4,683,243$2,055,599$2,627,644$2,627,644
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 542-923

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $83,284
Payroll Liabilities$83,284
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 542-923

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$217,497$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $217,497$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 542-923

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: 542-923

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $95,609
Exchange Accounts$95,609
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 542-923

(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 		Cuttitta ,  Merle  
President L500/Bldg Corp
P		$167,738$6,923$1,734$0$176,395
I
Schedule 15
Representational Activities 		22 % Schedule 16
Political Activities and Lobbying 		4 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		58 % Schedule 19
Administration 		16 %
A
B
C 		Musicante ,  Ruth  
Exec VP L500/VP Bldg Corp
P		$0$2,000$601$0$2,601
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Tropin ,  Mitchell  
Treas to Exec VP/VP Bldg
C		$0$2,000$100$0$2,100
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Morrison ,  PierAngeli  
Sec to Pres L500/BldgCorp
C		$3,860$2,889$2,777$0$9,526
I
Schedule 15
Representational Activities 		8 % Schedule 16
Political Activities and Lobbying 		6 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		81 % Schedule 19
Administration 		5 %
A
B
C 		Allard ,  Jessica  
VP Maintenance
N		$0$812$0$0$812
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Sanford ,  Sheila  
VP Building Services
C		$0$812$0$0$812
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Saah ,  Oriole  
VP to Treas/Sec-Treas Bld
C		$0$1,500$0$0$1,500
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Mulhern ,  James  
VP Media/Technology
N		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		DeMarzio ,  Margaret  
VP Office Employees
N		$0$812$0$0$812
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Palleres ,  Veronica  
Office Employees VP
C		$0$1,500$0$0$1,500
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Murray ,  Leshia  
VP Food Services/Dir Bldg
C		$0$1,500$0$0$1,500
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Murek ,  Sally  
VP Paraeducators
C		$0$1,500$0$0$1,500
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Smith ,  Wendy  
VP Paraeducators
C		$0$1,500$0$0$1,500
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		White ,  Michael  
VP Transportation
C		$0$1,500$0$0$1,500
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Bailey ,  Lia  
VP Transportation
C		$0$812$0$0$812
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Dorsey ,  Richard  
VP Building Services
P		$0$1,500$0$0$1,500
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Tyler ,  James  
VP Building Services
N		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Lornell ,  Christopher  
VP Higher Education
C		$0$1,500$0$0$1,500
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Whitmore ,  Fatima  
VP Early Education to Sec
C		$0$1,500$266$0$1,766
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Richards ,  Soyini  
VP Early Education
N		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Cohen ,  Marc  
VP NonProfit
C		$0$1,500$0$0$1,500
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Detzel ,  JoAn  
Trustee L500/Dir BldgCorp
P		$0$500$0$0$500
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Harrington ,  Craig  
Trustee
P		$0$500$0$0$500
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Jenkins ,  Henrietta  
Trustee/Dir Bldg Corp
N		$0$0$320$0$320
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Povtak ,  Elizabeth  
Trustee/Dir Bldg Corp
N		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Bourdereau ,  Natalie  
VP Paraeducators
C		$0$1,500$0$0$1,500
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Ochoa ,  Zoraida  
VP Paraeducators
P		$0$1,500$0$0$1,500
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Pineda ,  Zully  
VP Paraeducators
N		$0$0$2,953$0$2,953
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Bocskor ,  Catherine   E
VP Higher Education
P		$0$812$0$0$812
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Dorsey ,  Anthony  
VPMaintenance
P		$0$250$0$0$250
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Herron ,  Robert  
VP Transportation
P		$0$312$0$0$312
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
Total Officer Disbursements$171,598$37,434$8,751$0$217,783
Less Deductions    $30,727
Net Disbursements    $187,056
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 542-923

(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 		Alexander ,  Theresa  
HR/Financial Director
None		$83,985$0$6,386$0$90,371
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		Bishop ,  Malea  
Administrative Clerk
None		$52,703$0$62$0$52,765
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		Brown ,  Kathleen  
Organizer
None		$55,141$9,000$570$0$64,711
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Dietz ,  Seth  
Member Strength Organizer
None		$66,202$7,225$1,132$0$74,559
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Donahue ,  George  
Contract Admin. Rep
None		$65,957$0$1,369$0$67,326
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Emerson ,  Willow  
Member Strength Organizer
None		$59,478$6,863$1,423$0$67,764
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Fortney ,  Edward  
Member Strength Organizer
None		$72,225$8,100$1,210$0$81,535
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Gindes ,  Susan  
Director Rep. Programs
None		$80,292$8,100$1,740$0$90,132
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Honey ,  Christopher  
Communications Director
None		$10,917$0$22$0$10,939
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Luke ,  Marva  
Contract Admin. Rep
None		$74,096$0$808$0$74,904
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		McLaurin ,  Mark  
Political Director
None		$75,282$8,100$5,981$0$89,363
I
Schedule 15
Representational Activities 		2 % Schedule 16
Political Activities and Lobbying 		98 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		McLeer ,  Anne  
Dir Higher Ed/Strat Plan
None		$83,985$8,100$4,281$0$96,366
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Myers ,  Beth  
Member Strength Director
None		$91,772$9,000$3,729$0$104,501
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		2 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Nabo ,  Kabe Clement  
Organizer
None		$65,957$9,000$951$0$75,908
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Pender ,  Jamal  
Organizing Director
None		$91,772$9,000$2,215$0$102,987
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Petilli ,  Gregory  
Database Operations Assoc
None		$58,225$0$0$0$58,225
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		Rodich ,  David  
Executive Director
None		$126,380$2,458$1,895$0$130,733
I
Schedule 15
Representational Activities 		28 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		60 % Schedule 19
Administration 		10 %
A
B
C 		Schwartz ,  Steve  
Legal Counsel
None		$155,947$0$639$0$156,586
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		25 %
A
B
C 		Simon ,  Travis  
Political Coordinator
None		$72,388$8,100$13,284$0$93,772
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		True ,  Tracy  
Director Member Services
None		$73,487$0$1,404$0$74,891
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		Weaver ,  Jay  
Member Strength Organizer
None		$65,957$8,100$1,976$0$76,033
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Yampolsky ,  Justin  
Organizer/Sr Organizer
None		$66,312$6,000$2,553$0$74,865
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$23,385$554$176$0$24,115
I Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
Total Employee Disbursements$1,671,845$107,700$53,806$0$1,833,351
Less Deductions    $500,370
Net Disbursements    $1,332,981
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 542-923

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 9,508 
Agency Fee Payers*509
Total Members/Fee Payers10,017 
*Agency Fee Payers are not considered members of the labor organization.
Regular Active9,508Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 542-923

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$240,356
2. Named Payer Non-itemized Receipts$72,216
3. All Other Receipts$24,250
4. Total Receipts$336,822
     
     
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$2,090
5. All Other Disbursements$1,600
6. Total Disbursements$3,690
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$22,100
2. Named Payee Non-itemized Disbursements$30,765
3. To Officers$39,569
4. To Employees$1,334,159
5. All Other Disbursements$14,429
6. Total Disbursements$1,441,022
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$604,694
2. Named Payee Non-itemized Disbursements$182,293
3. To Officers$110,025
4. To Employees$354,692
5. All Other Disbursements$75,240
6. Total Disbursements$1,326,944
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$27,397
2. Named Payee Non-itemized Disbursements$34,794
3. To Officers$7,628
4. To Employees$90,191
5. All Other Disbursements$39,618
6. Total Disbursements$199,628
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$16,026
2. Named Payee Non-itemized Disbursements$9,500
3. To Officers$60,561
4. To Employees$52,220
5. All Other Disbursements$4,094
6. Total Disbursements$142,401
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 542-923

Name and Address
(A)
CareFirst
P.O. Box 79749

Baltimore
MD
21279-0749
Type or Classification
(B)
Benefits Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$22,728
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$22,728
Insurance Rebate10/16/2018$13,944
Insurance Rebate09/27/2019$8,784
Name and Address
(A)
George Washington University

2121 I St NW
Washington
DC
20052
Type or Classification
(B)
Member Group-COPE Deposits
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$7,299
Total of All Transactions with this Payee/Payer for This Schedule$7,299
Name and Address
(A)
Maryland Institute College of Art

1300 W Mount Royal Ave
Baltimore
MD
21217
Type or Classification
(B)
Member Group-COPE Deposits
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$7,141
Total of All Transactions with this Payee/Payer for This Schedule$7,141
Name and Address
(A)
Moneywise
P.O. Box 71126

Charolotte
NC
28272-1126
Type or Classification
(B)
COBRA Payments
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$9,265
Total of All Transactions with this Payee/Payer for This Schedule$9,265
Name and Address
(A)
Montgomery County Public Schools

850 Hungerford Dr Rm20
Rockville
MD
20850
Type or Classification
(B)
Member Group-COPE Deposits
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$92,929
Total Non-Itemized Transactions with this Payee/Payer$24
Total of All Transactions with this Payee/Payer for This Schedule$92,953
COPE Deposit10/01/2018$6,819
COPE Deposit10/15/2018$6,960
COPE Deposit10/29/2018$6,905
COPE Deposit11/14/2018$6,902
COPE Deposit11/23/2018$6,901
COPE Deposit12/10/2018$7,115
COPE Deposit12/24/2018$7,248
COPE Deposit03/18/2019$7,353
COPE Deposit04/12/2019$7,368
COPE Deposit04/29/2019$7,318
COPE Deposit05/28/2019$7,316
COPE Deposit06/10/2019$7,323
COPE Deposit06/21/2019$7,401
Name and Address
(A)
Moyer and Sons

13050 Shawnee Lane
Clarksburg
MD
20871
Type or Classification
(B)
Moving Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$15,000
Void Check Issued 9/28/18 for Office Relocation10/26/2018$15,000
Name and Address
(A)
National Children's Center, Inc.

8757 Georgia Avenue
Silver Springs
MD
20910
Type or Classification
(B)
Member Group-COPE Deposits
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$7,234
Total of All Transactions with this Payee/Payer for This Schedule$7,234
Name and Address
(A)
SEIU

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$109,699
Total Non-Itemized Transactions with this Payee/Payer$41,253
Total of All Transactions with this Payee/Payer for This Schedule$150,952
Grant10/03/2018$50,000
Organizing Subsidy12/20/2018$7,500
Organizing Subsidy01/11/2019$13,000
Organizing Subsidy01/25/2019$6,500
Per Capita Rebate02/22/2019$5,726
Grant04/12/2019$14,500
Organizing Subsidy09/06/2019$12,473
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 542-923

Name and Address
(A)
Christopher Honey

1657 Kramer Street NE
Washington
DC
20002
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$14,915
Total of All Transactions with this Payee/Payer for This Schedule$14,915
Name and Address
(A)
David Rodich

18902 Abbey Manor Drive
Brookeville
MD
20833
Type or Classification
(B)
Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$22,100
Total Non-Itemized Transactions with this Payee/Payer$15,850
Total of All Transactions with this Payee/Payer for This Schedule$37,950
Consultant Services Contract Bargaining03/04/2019$5,000
Consultant Services Contract Bargaining06/03/2019$6,000
Consultant Services Contract Bargaining07/08/2019$5,300
Consultant Services Contract Bargaining09/05/2019$5,800
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 542-923

Name and Address
(A)
Berlin Rosen, LTD

15 Maiden Lane Suite 1600
New York
NY
10038
Type or Classification
(B)
Public Relations Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,497
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$9,497
Mailing for Political Campaign01/28/2019$9,497
Name and Address
(A)
Defiance Strategies

2257 Rogene Dr Suite T2
Baltimore
MD
21209
Type or Classification
(B)
Public Relations Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,900
Total Non-Itemized Transactions with this Payee/Payer$29,345
Total of All Transactions with this Payee/Payer for This Schedule$42,245
Member to Member Ads/Facebook10/24/2018$5,400
Higher Ed Faculty Forward Campaign11/14/2018$7,500
Name and Address
(A)
Progressive Maryland Liberation Alliance PAC

1401 Severn Street
Baltimore
MD
21230
Type or Classification
(B)
PAC Fund
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
PAC Contribution10/01/2018$5,000
Name and Address
(A)
SEIU-CC, LLC

330 W 42nd St 7th Flr
New York
NY
10036-6902
Type or Classification
(B)
Call Center
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,449
Total of All Transactions with this Payee/Payer for This Schedule$5,449
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 542-923

There was no data found for this schedule.

SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 542-923

Name and Address
(A)
12 Taft LLC
c/o Coakley Management
12051 B-Tech Road
Silver Spring
MD
20904
Type or Classification
(B)
Landlord
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$91,638
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$91,638
Security Deposit01/15/2019$10,182
Office Rent02/01/2019$10,182
Office Rent03/01/2019$10,182
Office Rent04/01/2019$10,182
Office Rent05/01/2019$10,182
Office Rent06/01/2019$10,182
Office Rent07/31/2019$10,182
Office Rent08/01/2019$10,182
Office Rent09/01/2019$10,182
Name and Address
(A)
American Mechanical Services

1330 Mid Atalantic Blvd
Laurel
MD
20708
Type or Classification
(B)
HVAC Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$19,841
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$19,841
HVAC Annual Contract 2018-201910/03/2018$9,665
HVAC Annual Contract 2019-202009/05/2019$10,176
Name and Address
(A)
ATT Mobility
P.O. Box 6463

Carol Stream
IL
30197-6463
Type or Classification
(B)
Telephone Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$8,773
Total of All Transactions with this Payee/Payer for This Schedule$8,773
Name and Address
(A)
Comcast
P.O. Box 3001

Southeastern
PA
19398-3001
Type or Classification
(B)
Internet Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$7,948
Total of All Transactions with this Payee/Payer for This Schedule$7,948
Name and Address
(A)
Commonwealth Digital Office Solutions

21205 Ridgetop Circle
Sterling
VA
20166-6501
Type or Classification
(B)
Copier Supplier/Support
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$6,842
Total of All Transactions with this Payee/Payer for This Schedule$6,842
Name and Address
(A)
Computer Enhancement Systems

8038D Liberty Road
Frederick
MD
21701
Type or Classification
(B)
Computer Consultants/Support
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,125
Total Non-Itemized Transactions with this Payee/Payer$12,113
Total of All Transactions with this Payee/Payer for This Schedule$25,238
Office Relocation12/05/2018$5,500
Office Relocation09/05/2019$7,625
Name and Address
(A)
Margolies, Potterton and Associates LLC

8017 Stonehill Drive
Plano
TX
75025
Type or Classification
(B)
Staff Recruiting Agency
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,500
Exec. Director Search09/27/2019$7,500
Name and Address
(A)
Moyer and Sons

13050 Shawnee Lane
Clarksburg
MD
20871
Type or Classification
(B)
Moving Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,736
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,736
Office relocation11/08/2018$8,736
Name and Address
(A)
Paychex

700 Red Brooke Blvd #200
Owings Mills
MD
21117
Type or Classification
(B)
Payroll Vendor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,185
Total of All Transactions with this Payee/Payer for This Schedule$5,185
Name and Address
(A)
Pepco
P.O. Box 17143

Baltimore
MD
21297
Type or Classification
(B)
Utility Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$14,828
Total of All Transactions with this Payee/Payer for This Schedule$14,828
Name and Address
(A)
RoseDale Federal Savings and Loan

6708 Belair Rd
Baltimore
MD
21206
Type or Classification
(B)
Financial Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$205,703
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$205,703
Mortgage Forbearance Agreement11/07/2018$205,703
Name and Address
(A)
Russell Office Park Condominium
P.O. Box 64684
C/O Vista Management Co
Phoenix
AZ
85082-4684
Type or Classification
(B)
Real Estate Management
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$56,808
Total of All Transactions with this Payee/Payer for This Schedule$56,808
Name and Address
(A)
SEIU

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$7,021
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,021
Balance of MLDP Money Returned01/16/2019$7,021
Name and Address
(A)
Staples Credit Plan
P.O. Box 9020
Dept 82-000222912
Des Moines
IA
50368-9020
Type or Classification
(B)
Office Supplies
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$8,550
Total of All Transactions with this Payee/Payer for This Schedule$8,550
Name and Address
(A)
The Hartford
P.O. Box 660916

Dallas
TX
75266-0916
Type or Classification
(B)
Insurance Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,359
Total Non-Itemized Transactions with this Payee/Payer$543
Total of All Transactions with this Payee/Payer for This Schedule$6,902
Workers Compensation10/24/2018$6,359
Name and Address
(A)
Union Insurance Group

303 W Erie Street Suite 310
Chicago
IL
60654
Type or Classification
(B)
Insurance Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$27,542
Total Non-Itemized Transactions with this Payee/Payer$694
Total of All Transactions with this Payee/Payer for This Schedule$28,236
Commercial/AutoUmbrella Insurances10/03/2018$7,960
Union Liability Insurance11/14/2018$19,582
Name and Address
(A)
Verizon
P.O. Box 15043

Albany
NY
12212-5043
Type or Classification
(B)
Telephone Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,713
Total of All Transactions with this Payee/Payer for This Schedule$5,713
Name and Address
(A)
Vonage Business
P.O. Box 392479

Pittsburgh
PA
15251-9479
Type or Classification
(B)
Telephone Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$23,031
Total of All Transactions with this Payee/Payer for This Schedule$23,031
Name and Address
(A)
Wells Fargo
P.O. Box 2715
Washington Business Banking
Winston Salem
NC
27102-2715
Type or Classification
(B)
Financial Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$212,229
Total Non-Itemized Transactions with this Payee/Payer$3,955
Total of All Transactions with this Payee/Payer for This Schedule$216,184
Mortgage Forbearance Agreement11/05/2018$200,000
Mortgage Interest Payment08/28/2019$6,031
Mortgage Interest Payment09/19/2019$6,198
Name and Address
(A)
Wells Fargo Financial Leasing
P.O. Box 10306

Des Moines
IA
50306
Type or Classification
(B)
Copier Supplier/Support
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$9,705
Total of All Transactions with this Payee/Payer for This Schedule$9,705
Name and Address
(A)
WinMill Software, Inc.
P.O. Box 4595

New York
NY
10163
Type or Classification
(B)
Computer Consultants/Support
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$17,605
Total of All Transactions with this Payee/Payer for This Schedule$22,605
Database Support07/11/2019$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 542-923

Name and Address
(A)
Calibre CPA Group

7501 Wisconsin Ave Ste1200W
Bethesda
MD
20814
Type or Classification
(B)
CPA Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,000
Total Non-Itemized Transactions with this Payee/Payer$9,500
Total of All Transactions with this Payee/Payer for This Schedule$17,500
LM2/Form 990/Audit Fees11/14/2018$8,000
Name and Address
(A)
Spectrum Printing and Graphics

601 Dover Road Suite 1
Rockville
MD
20850
Type or Classification
(B)
Printing Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,026
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,026
Printing Election Ballots and Constition-Bylaws02/01/2019$8,026
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 542-923

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$670,871
Health InsuranceCareFirst$246,045
Health InsuranceFurther$52,725
Health InsuranceMontgomery County Public Schools$11,285
Health InsuranceSEIU Health and Welfare Fund$8,455
Life/LTD InsuranceMontgomery County Public Schools$122
Life/LTD InsuranceSun Life Financial$22,120
PensionMontgomery County Public Schools$12,902
PensionSEIU Affiliates' Officers/Employees Pension$317,217
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 542-923


Question 11(a): SEIU Local 500 DC PAC; reports filed with DC Office of Campaign Finance; OCT Identification No PACSUP084507 AND Service Employees International Union Local 500 PAC; disclosures filed with Maryland State Board of Elections. Leadership with Integrity PAC is an Independent Expenditure PAC; reports/affidavits filed with the Maryland State Board of Elections.

Question 11(b): The SEIU Local 500 Building Corporation is a company formed by the Local primarily to hold title to real property. The financial activity of the subsidiary organization is included in the LM-2.

Question 12: Calibre CPA Group PLLC, 7501 Wisconsin Avenue, Suite 1200W, Bethesda, MD 20814.

Question 15: Promotional Items totaling $2,115 were given away to members included on

Schedule 18.

Question 16: Building Corporation Mortgage with Wells Fargo Bank.

Question 17: During the year ended September 30, 2006, Local 500 purchased a new office space and obtained a $2,736,000 mortgage loan. The mortgage loan bears interest at 7.13% and is payable in monthly installments of principal and interest totaling $19,564, with all outstanding principal due April 28, 2016. During the year ended September 30, 2014, Local 500 refinanced the mortgage. The new principal balance was $2,333,601. The refinanced loan bears interest at 5.25%, was payable in monthly installments and all outstanding principal was due July 31, 2018. During October 2018, Local 500 modified the mortgage agreement. The new principal balance was $1,755,395. The loan bears interest at 5.25%, is payable in monthly installments, and the outstanding principal balance was due in full on July 31, 2019 and total interest $52,225. The modified agreement required an additional security for Local 500 to establish and maintain a cash liquidity account with Wells Fargo Bank of not less than $400,000. As of the date of the agreement, October 25, 2018, the liquidity account had a current balance approximately $404,000. As per the modified agreement, Local 500 was required to make a payment of the amount of $200,000 as lump sum liquidity payment. This payment has been made by Local 500 in October 2018. As per modified agreement the remaining of the liquidity account be deposited by the law firm of Hofmeister and Breza Law Firm into an interest-bearing escrow account and be paid over to Wells Fargo by Law Firm from the escrow account during the extended term. As of September 30, 2019, the principal balance was $1,416,705. Local 500 Building Corp., continues to pay the interest on the loan each month in anticipation of finalizing a new forbearance agreement. The parties, Lender, Borrower and Guarantor agreed to a further extension through June 2020, which has not been finalized yet and it is expected to be executed before June 2020.

Question 18: Constitution & Bylaws are attached.

Schedule 13, Row1:Regular Active members pay full dues and have full voting rights.

General Information: On Schedue 2

Loans to employees were separate loans which were each paid off before a new one was issued. Each new loan was under $2000.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)