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
509-238
2.
PERIOD COVERED
From
01/01/2019
Through
12/31/2019
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.)
LEADERSHIP COUNCIL
6. DESIGNATION NBR
7. UNIT NAME (if any)
PA STATE COUNCIL
8. MAILING ADDRESS (Type or print in capital
letters)
First Name
Reesa
Last Name
Kossoff
P.O Box - Building and Room Number
Number and Street
1500 N. SECOND ST. SUITE 11
City
HARRISBURG
State
PA
ZIP Code + 4
17102
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:
Reesa Kossoff
PRESIDENT
71. SIGNED:
Matt Yarnell
TREASURER
Date:
Mar 28, 2020
Telephone
Number:
717-232-1270
Date:
Mar 28, 2020
Telephone
Number:
717-238-3030
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21
FILE NUMBER:
509-238
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?
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?
12/2020
20. How many members did the labor organization
have at the end of the reporting period?
57,692
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
1.35
per
Month
N/A
N/A
(b) Working Dues/Fees
N/A
per
N/A
N/A
N/A
(c) Initiation Fees
N/A
per
N/A
N/A
N/A
(d) Transfer Fees
N/A
per
N/A
N/A
N/A
(e) Work Permits
N/A
per
N/A
N/A
N/A
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS
AND LIABILITIES
FILE NUMBER:
509-238
ASSETS
ASSETS
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash
$259,128
$380,743
23. Accounts Receivable
1
$0
24. Loans Receivable
2
$0
$1,788
25. U.S. Treasury
Securities
$0
$0
26. Investments
5
$0
27. Fixed Assets
6
$422
$0
28. Other Assets
7
$11,578
$2,526
29.
TOTAL ASSETS
$271,128
$385,057
LIABILITIES
LIABILITIES
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable
8
$0
31. Loans Payable
9
$0
32. Mortgages Payable
$0
$0
33. Other Liabilities
10
$56,904
$0
34. TOTAL
LIABILITIES
$56,904
$0
35. NET
ASSETS
$214,224
$385,057
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B -
RECEIPTS AND DISBURSEMENTS
FILE NUMBER:
509-238
CASH
RECEIPTS
SCH
AMOUNT
36. Dues and Agency Fees
$0
37. Per Capita Tax
$979,458
38. Fees, Fines,
Assessments, Work Permits
$0
39. Sale of Supplies
$0
40. Interest
$174
41. Dividends
$0
42. Rents
$0
43. Sale of Investments
and Fixed Assets
3
$0
44. Loans Obtained
9
$0
45. Repayments of Loans
Made
2
$0
46. On Behalf of
Affiliates for Transmittal to Them
$0
47. From Members for
Disbursement on Their Behalf
$0
48. Other Receipts
14
$360,000
49. TOTAL RECEIPTS
$1,339,632
CASH DISBURSEMENTS
SCH
AMOUNT
50.
Representational Activities
15
$0
51.
Political Activities and Lobbying
16
$619,874
52.
Contributions, Gifts, and Grants
17
$6,500
53. General
Overhead
18
$347,950
54. Union
Administration
19
$0
55. Benefits
20
$170,129
56. Per
Capita Tax
$0
57. Strike
Benefits
$0
58. Fees,
Fines, Assessments, etc.
$0
59. Supplies
for Resale
$0
60. Purchase
of Investments and Fixed Assets
4
$0
61. Loans
Made
2
$1,788
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
$71,776
66. Subtotal
$1,218,017
67.
Withholding Taxes and Payroll Deductions
67a. Total
Withheld
$157,803
67b. Less Total
Disbursed
$157,803
67c.
Total Withheld But Not Disbursed
68.
TOTAL DISBURSEMENTS
$1,218,017
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS
RECEIVABLE AGING SCHEDULE
FILE NUMBER:
509-238
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:
509-238
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
$1,788
$0
$0
$1,788
Totals will be
automatically entered in...
Item 24
Column (A)
Item 61
Item 45
Item 69
with Explanation
Item 24
Column (B)
Name:
SEIU Local 32 BJ
Purpose:
Expense Advance
Security:
None
Terms of Repayment:
One Month
$0
$1,788
$0
$0
$1,788
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF
INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
509-238
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:
509-238
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:
509-238
Description
(A)
Amount
(B)
Marketable Securities
A. Total Cost
B. Total Book Value
C. List each
marketable security which has a book value over $5,000
and exceeds 5% of Line B.
Other Investments
D. Total Cost
E. Total Book Value
F. List each other
investment which has a book value over $5,000 and
exceeds 5% of Line E. Also, list each subsidiary
for which separate reports are attached.
G. Total of Lines B and E
(Total will be automatically entered in Item 26,
Column(B))
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED
ASSETS
FILE NUMBER:
509-238
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)
$0
$0
$0
$0
C. Automobiles
and
Other Vehicles
D. Office
Furniture
and Equipment
$52,362
$52,362
$0
$0
E.
Other Fixed Assets
F. Totals of Lines A through E
(Column(D) Total will be automatically entered in Item
27, Column(B))
$52,362
$52,362
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER
ASSETS
FILE NUMBER:
509-238
Description
(A)
Book Value
(B)
Total
(Total will be automatically entered in Item 28, Column(B))
$2,526
Security Deposit
$2,526
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS
PAYABLE AGING SCHEDULE
FILE NUMBER:
509-238
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:
509-238
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:
509-238
Description
(A)
Amount at End of Period
(B)
Total Other Liabilities
(Total will be automatically entered in Item 33, Column(D))
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL
OFFICERS AND DISBURSEMENTS TO OFFICERS
FILE NUMBER:
509-238
(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
Kossoff
,
Reesa
B Executive Director C
$113,858
$0
$2,020
$0
$115,878
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
27
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
73
%
Schedule 19
Administration
0
%
Total Officer
Disbursements
$113,858
$0
$2,020
$0
$115,878
Less Deductions
Net
Disbursements
$115,878
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 -
DISBURSEMENTS TO EMPLOYEES
FILE NUMBER:
509-238
(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
Ellis
,
Christopher
M Member Organizer N/A
$13,985
$0
$162
$0
$14,147
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
100
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
Allen
,
Damon
M Member Organizer N/A
$13,154
$0
$0
$0
$13,154
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
100
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
Burgan
,
Jessica
M Deputy Director N/A
$91,370
$0
$7,461
$0
$98,831
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
50
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
50
%
Schedule 19
Administration
0
%
A
B
C
Trent
,
Kelli
S Member Organizer N/A
$10,720
$0
$39
$0
$10,759
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
100
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
Owens
,
Leigh
A Legislative Director N/A
$53,313
$0
$1,730
$0
$55,043
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
17
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
83
%
Schedule 19
Administration
0
%
A
B
C
Drayton
,
Melanie
M Member Organizer N/A
$15,275
$0
$112
$0
$15,387
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
100
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
Coffey
,
Nina
J Member Organizer N/A
$12,252
$0
$54
$0
$12,306
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
100
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
Weiss
,
Rita
Finance Director N/A
$43,805
$0
$229
$0
$44,034
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
Edwards
,
Ronnessa
O Member Organizer N/A
$15,029
$0
$0
$0
$15,029
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
100
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
TOTALS RECEIVED
BY EMPLOYEES MAKING $10,000 OR LESS
$82,620
$0
$3,121
$0
$85,741
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
100
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
Total
Employee Disbursements
$351,523
$0
$12,908
$0
$364,431
Less
Deductions
Net Disbursements
$364,431
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 -
MEMBERSHIP STATUS
FILE NUMBER:
509-238
Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members
(Total of all lines above)
57,692
Agency Fee Payers*
Total Members/Fee Payers
57,692
*Agency Fee Payers are
not considered members of the labor organization.
General Members
57,692
No
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE
- SCHEDULES 14 THROUGH 19
FILE NUMBER:
509-238
SCHEDULE 14 OTHER RECEIPTS
1. Named Payer
Itemized Receipts
$360,000
2. Named Payer
Non-itemized Receipts
$0
3. All Other Receipts
$0
4. Total
Receipts
$360,000
SCHEDULE 17 CONTRIBUTIONS,
GIFTS & GRANTS
1. Named Payee
Itemized Disbursements
$5,000
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$0
4. To Employees
$0
5. All Other
Disbursements
$1,500
6. Total
Disbursements
$6,500
SCHEDULE 15 REPRESENTATIONAL
ACTIVITIES
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
$0
6. Total
Disbursements
$0
SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee
Itemized Disbursements
$25,000
2. Named Payee
Non-itemized Disbursements
$76,657
3. To Officers
$84,591
4. To Employees
$139,136
5. All Other
Disbursements
$22,566
6. Total
Disbursements
$347,950
SCHEDULE 16 POLITICAL
ACTIVITIES AND LOBBYING
1. Named Payee
Itemized Disbursements
$303,418
2. Named Payee
Non-itemized Disbursements
$7,268
3. To Officers
$31,287
4. To Employees
$225,296
5. All Other
Disbursements
$52,605
6. Total
Disbursements
$619,874
SCHEDULE 19 UNION
ADMINISTRATION
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
$0
6. Total
Disbursements
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER
RECEIPTS
FILE NUMBER:
509-238
Name and Address
(A)
Local 668
2589 Interstate Drive Harrisburg PA 17110
Type or Classification
(B)
Labor Union
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
Joint Resource Agreement
08/27/2019
$15,000
Name and Address
(A)
SEIU Healthcare PA
1500 North Second Street Harrisburg PA 17102
Type or Classification
(B)
Labor Union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$10,000
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$10,000
Joint Resource Agreement
05/28/2019
$10,000
Name and Address
(A)
SEIU International
1800 Massachusetts Avenue Washington DC 20036
Type or Classification
(B)
International Union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$330,000
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$330,000
SEIU Subsidy
04/12/2019
$50,000
Joint Resource Agreement
08/19/2019
$140,000
Joint Resource Agreement
10/17/2019
$140,000
Name and Address
(A)
Workers United PA Joint Board
5050 West Tilghman Street Allentown PA 18104
Type or Classification
(B)
Labor Union
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
Joint Resource Agreement
08/27/2019
$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 -
REPRESENTATIONAL ACTIVITIES
FILE NUMBER:
509-238
There was no data
found for this schedule.
SCHEDULE 16 -
POLITICAL ACTIVITIES AND LOBBYING
FILE NUMBER
509-238
Name and Address
(A)
Federal Taphouse
234 North 2nd Street Harrisburg PA 17101
Type or Classification
(B)
Restaurant
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$7,608
Total
Non-Itemized Transactions with this Payee/Payer
$2,663
Total of All Transactions with this
Payee/Payer for This Schedule
$10,271
Campaign event
04/19/2019
$7,608
Name and Address
(A)
PA Alliance Action Suite 400 121 South Board Street Philadelphia PA 19107
Type or Classification
(B)
Advocacy Organization
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$125,000
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$125,000
Contribution
03/23/2019
$25,000
Contribution
12/05/2019
$100,000
Name and Address
(A)
Pennsylvania Legislative Services 6th Floor 240 North Third Street Harrisburg PA 17101
Type or Classification
(B)
Legislative Services
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,950
Total
Non-Itemized Transactions with this Payee/Payer
$4,488
Total of All Transactions with this
Payee/Payer for This Schedule
$10,438
Subscription
12/27/2019
$5,950
Name and Address
(A)
Pennsylvania Spotlight Floor 2 2010 Massachusetts Ave, NW Washington DC 20036
Type or Classification
(B)
Advocacy Organization
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$30,000
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$30,000
Contribution
08/24/2019
$30,000
Name and Address
(A)
Pennsylvania Stands Up
5 North Lime Street Lancaster PA 17602
Type or Classification
(B)
Advocacy Organization
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$30,000
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$30,000
Contribution
05/09/2019
$30,000
Name and Address
(A)
Project Keystone Floor 17 230 South Broad Street Philadelphia PA 19102
Type or Classification
(B)
Research Organization
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$20,000
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$20,000
Subscription
03/15/2019
$20,000
Name and Address
(A)
SEIU Local 32BJ
25 West 18th Street New York NY 10011
Type or Classification
(B)
Labor Union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$8,273
Total
Non-Itemized Transactions with this Payee/Payer
$117
Total of All Transactions with this
Payee/Payer for This Schedule
$8,390
Advocacy program
12/27/2019
$8,273
Name and Address
(A)
Shelly Lyons Public Affairs & Communications
219 State Street Harrisburg PA 17101
Type or Classification
(B)
Political Firm
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$20,000
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$20,000
Coalition for Labor Engaged for Accountable Revenu
05/16/2019
$20,000
Name and Address
(A)
Triad Strategies
116 Pine Street Harrisburg PA 17101
Type or Classification
(B)
Consultants/Lobbyists
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$56,587
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$56,587
Consulting
01/23/2019
$5,053
Consulting
02/14/2019
$5,128
Consulting
03/23/2019
$5,290
Consulting
04/19/2019
$5,128
Consulting
05/23/2019
$5,129
Consulting
06/15/2019
$5,178
Consulting
07/18/2019
$5,129
Consulting
08/22/2019
$5,167
Consulting
10/04/2019
$5,128
Consulting
11/21/2019
$5,129
Consulting
12/19/2019
$5,128
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 -
CONTRIBUTIONS, GIFTS & GRANTS
FILE NUMBER:
509-238
Name and Address
(A)
Pennsylvania United
841 California Avenue Pittsburgh PA 15212
Type or Classification
(B)
Political Organization
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
Contributions
07/11/2019
$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL
OVERHEAD
FILE NUMBER:
509-238
Name and Address
(A)
Allegheny Coutny Labor Council Suite 50 401 Wood Street Pittsburgh PA 15222
Type or Classification
(B)
Labor Council
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,000
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$5,000
Funding Contribution
12/05/2019
$5,000
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
Total
Non-Itemized Transactions with this Payee/Payer
$17,730
Total of All Transactions with this
Payee/Payer for This Schedule
$17,730
Name and Address
(A)
E.I. 1500 North Second Street, Inc 622
Lemoyne PA 17043
Type or Classification
(B)
Lessor
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$41,576
Total of All Transactions with this
Payee/Payer for This Schedule
$41,576
Name and Address
(A)
Keystone Research Center
412 North Third Street Harrisburg PA 17101
Type or Classification
(B)
Research Organization
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$20,000
Total
Non-Itemized Transactions with this Payee/Payer
$7,512
Total of All Transactions with this
Payee/Payer for This Schedule
$27,512
Donation
03/07/2019
$20,000
Name and Address
(A)
Law Offices Spear Wilderman PC Suite 1400 230 South Broad Street Philadelphia PA 19102
Type or Classification
(B)
Legal Firm
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$9,839
Total of All Transactions with this
Payee/Payer for This Schedule
$9,839
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION
ADMINISTRATION
FILE NUMBER:
509-238
Name and Address
(A)
-1
Type or Classification
(B)
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 -
BENEFITS
FILE NUMBER:
509-238
Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all
lines above (Total will be automatically entered in Item
55.)
$170,129
Health & Welface
SEIU Heath & Welfare
$91,094
Disability
Standard Insurance
$2,931
Pension
SEIU Pension Fund & Affiliated Office
$63,493
Worker's Compensation
Union Insurance Group
$4,061
Worker's Compensation
The Hartford
$1,563
Dental
Delta Dental
$6,987
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL
INFORMATION SUMMARY
FILE NUMBER:
509-238
Question 11(a):
Question 11(a): : : Pennsylvania SEIU COPE, 1500 North Second Street, Harrisburg, PA 17102
Question 12: : An audit is performed by Brown Schultz Sheridan & Fritz, 210 Grandview Avenue, Camp Hill, PA 17011
Schedule 13, Row1:
General Members are full dues paying members who are employed or engaged on any phase of private, nonprofit, or public employment; the unions who represent them are the voting members of SEIU PA State Council.
Schedule 13, Row1:The members do not vote in State Council elections. The State Council is nominated and voted by the Council's board. However the board is elected by the members in each of the locals.