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
000-067
2. PERIOD COVERED
From03/01/2019
Through02/29/2020
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
OFFICE AND PROFESSIONAL EMPLS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
NATIONAL HEADQUARTERS
6. DESIGNATION NBR

7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name
MARY
Last Name
MAHONEY
P.O Box - Building and Room Number
PO BOX 1761
Number and Street
City
NEW YORK
State
NY
ZIP Code + 4
10113


9. Are your organization's records kept at its mailing address?


No

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:Richard LaniganPRESIDENT71. SIGNED:Mary Mahoney.TREASURER
Date:Jun 29, 2020Telephone Number:212-367-0902Date:Jun 29, 2020Telephone Number:212-367-0902
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 000-067
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?Yes
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?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?Yes
19. What is the date of the labor organization's next regular election of officers?06/2023
20. How many members did the labor organization have at the end of the reporting period?97,916
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees11.22-13.57perMember/Month11.2213.57
(b) Working Dues/Fees0per000
(c) Initiation Fees25%perLocal Fee1225%
(d) Transfer Fees0per000
(e) Work Permits0per000

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 000-067

ASSETS
ASSETS Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash $24,169,197$28,684,888
23. Accounts Receivable1$1,310,700$674,474
24. Loans Receivable2$177,332$207,004
25. U.S. Treasury Securities $0$0
26. Investments5$358,361$258,361
27. Fixed Assets6$147,813$106,111
28. Other Assets7$70,493$96,497
29. TOTAL ASSETS $26,233,896$30,027,335

LIABILITIES
LIABILITIES Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable8$372,127$531,533
31. Loans Payable9
32. Mortgages Payable $0$0
33. Other Liabilities10$3,974$27,894
34. TOTAL LIABILITIES $376,101$559,427
35. NET ASSETS$25,857,795$29,467,908
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 000-067

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $0
37. Per Capita Tax $16,854,726
38. Fees, Fines, Assessments, Work Permits $363,939
39. Sale of Supplies $1,144
40. Interest $423,653
41. Dividends $0
42. Rents $46,642
43. Sale of Investments and Fixed Assets3$0
44. Loans Obtained9
45. Repayments of Loans Made2$68,328
46. On Behalf of Affiliates for Transmittal to Them $720,382
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$625,524
49. TOTAL RECEIPTS $19,104,338
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$4,507,676
51. Political Activities and Lobbying16$24,277
52. Contributions, Gifts, and Grants17$195,289
53. General Overhead18$2,418,968
54. Union Administration19$2,680,594
55. Benefits20$2,853,899
56. Per Capita Tax $834,272
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $27,648
60. Purchase of Investments and Fixed Assets4$5,498
61. Loans Made2$98,000
62. Repayment of Loans Obtained9
63. To Affiliates of Funds Collected on Their Behalf $659,019
64. On Behalf of Individual Members $0
65. Direct Taxes $288,912
  
66. Subtotal $14,594,052
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$1,281,255  
  67b. Less Total Disbursed$1,275,850  
  67c. Total Withheld But Not Disbursed $5,405
68. TOTAL DISBURSEMENTS $14,588,647
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 000-067

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$35,261$35,261$0$0
Totals from all other accounts receivable$639,213   
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $674,474$35,261$0$0
AFL-CIO$35,261$35,261
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 000-067

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$177,332$98,000$68,328$0$207,004
Totals will be automatically entered in... Item 24
Column (A)
Item 61Item 45 Item 69
with Explanation
Item 24
Column (B)
Name: OPEIU Local No.32
Purpose: Working Capital
Security: Promissory Note
Terms of Repayment: 48 months, 0%
$43,643$0$29,096$14,547
Name: OPEIU Local No.30
Purpose: Working Capital
Security: Promissory Note
Terms of Repayment: 24 months, 0%
$8,333$98,000$10,417$95,916
Name: OPEIU Local No.50
Purpose: Working Capital
Security: Promissory Note
Terms of Repayment: 60 months, 0%
$7,692$0$0$7,692
Name: OPEIU Local No.2002
Purpose: Working Capital
Security: Promissory Note
Terms of Repayment: 60 months, 0%
$117,664$0$28,815$88,849
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 000-067

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$100,000$100,000$0$0
PHPA Publication Investment$100,000$100,000$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: 000-067

Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total of all lines above$5,498$5,498$5,498
Furniture & Equipment$5,498$5,498$5,498
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$5,498
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 000-067

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$258,361
E. Total Book Value$258,361
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.  
  • Investment in Real Estate
$55,657
  • Deferred Comp Annuity
$202,704
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $258,361
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 000-067

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$773,954$667,843$106,111$106,111
E. Other Fixed Assets$973,679$973,679$0$0
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,747,633$1,641,522$106,111$106,111
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 000-067

Description
(A)
Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $96,497
Inventories - Membership Supplies$96,497
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 000-067

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$51,257$17,639$0$0
Total from all other accounts payable$480,276$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $531,533$17,639$0$0
OMCE$32,000$8,000$0$0
Susan C. Ashley$19,257$9,639$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 000-067

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: 000-067

Description
(A)
Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $27,894
Payroll Liabilities$19,529
Funds Held for Locals/Guilds$8,365
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 000-067

(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
Lanigan ,  Richard   J
President
C
$331,805$23,409$5,031$0$360,245
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
Mahoney ,  Mary   M
Secretary-Treasurer
C
$294,081$21,336$2,116$0$317,533
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
Allen Jr. ,  Walter  
Vice President
P
$9,540$3,640$1,780$0$14,960
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
Arrington ,  Dennis  
Vice President
C
$7,632$2,912$0$0$10,544
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
Blackman ,  Gregory   L
Vice President
C
$7,632$2,912$0$0$10,544
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
Blake ,  Lisa   C
Vice President
C
$7,632$3,812$3,541$0$14,985
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
Bodinsky ,  Michael   O
Vice President
C
$7,632$2,912$1,594$0$12,138
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
Bridges ,  Linda  
Vice President
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
Dyer ,  Daniel  
Vice President
P
$7,632$2,912$1,500$0$12,044
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
GIordano ,  Marianne  
Vice President
N
$954$364$0$0$1,318
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
Meehan-Golanka ,  Maureen  
Vice President
P
$2,385$910$0$0$3,295
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
Goodwin ,  Carl   M
Vice President
P
$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
Hepburn ,  Myra  
Vice President
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
Mattiacci D.P.M. ,  John   A
Vice President
C
$24,193$11,250$1,631$478$37,552
I
Schedule 15
Representational Activities
25 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
75 %
A
B
C
Mode ,  Suzanne  
Vice President
C
$7,632$2,912$0$0$10,544
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
Page ,  Christine  
Vice President
C
$7,632$2,912$0$0$10,544
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
Pettie ,  Steve  
Vice President
N
$954$724$455$0$2,133
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
Ross ,  Dan  
Vice President
N
$954$364$0$0$1,318
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
Rubyn ,  Tamara  
Vice President
C
$5,247$2,002$168$0$7,417
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
Sanders ,  Aaron  
Vice President
C
$7,632$2,912$0$0$10,544
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
Short ,  Mary  
Vice President
C
$7,620$2,912$144$0$10,676
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
Taylor ,  Sharon  
Vice President
C
$7,632$2,912$0$0$10,544
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
Turner ,  Becky   L
Vice President
P
$7,632$2,912$0$0$10,544
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
Turner ,  Tyler   L
Vice President
N
$954$364$37$0$1,355
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
Wade ,  Bruce  
Vice President
P
$7,632$2,912$2,056$0$12,600
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$762,639$100,207$20,053$478$883,377
Less Deductions    $340,869
Net Disbursements    $542,508
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 000-067

(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
Amaya ,  Rosa   A
Administrative Assistant
None
$42,185$1,057$108$0$43,350
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
Bohelski ,  Paul  
Sr. Int'l Representative
None
$50,091$9,045$7,679$0$66,815
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
Budd ,  Jordan   J
Representative
None
$76,198$12,300$446$0$88,944
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
Darcy Jr ,  Edward   V
Organizer
None
$132,105$12,725$4,239$0$149,069
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
Davis ,  Michael  
Representative
None
$34,076$6,120$3,115$0$43,311
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
Flores ,  David  
Organizer
None
$107,018$25,170$18,758$543$151,489
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
Friend ,  Kyle   A
Communication Strategist
None
$75,844$1,800$103$0$77,747
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
Gibbs ,  Patt   A
Int'l Representative
None
$129,742$14,940$23,710$0$168,392
I
Schedule 15
Representational Activities
50 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
50 %
A
B
C
Juliao-Mazzilli ,  Liliana  
Assistant to President
None
$38,033$900$300$0$39,233
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
Kahsay ,  Andom   A
Organizer
None
$76,242$27,900$13,080$0$117,222
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
Korkolis ,  Nicole   S
Director Comm/Ed/Research
None
$248,756$24,225$2,666$0$275,647
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
Levine ,  Jennifer   W
Organizer
None
$90,836$28,440$18,278$0$137,554
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
Linares ,  Iram   R
Int'l Representative
None
$333,036$22,883$24,546$0$380,465
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
Luciano ,  Leslie  
Accounts Receivable Coord
None
$76,346$1,057$177$0$77,580
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
MacPherson ,  Dana   F
Int'l Representative
None
$119,082$20,320$8,365$0$147,767
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
Nessen ,  Brandon   N
Organizer
None
$89,740$24,375$24,862$0$138,977
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
Nuber ,  Gary  
Int'l Representative
None
$50,091$4,650$0$0$54,741
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
Pascocello ,  Suzanne   M
Communication Specialist
None
$94,986$280$22$0$95,288
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
Pedersen ,  Colleen  
Assistant to President
None
$24,752$0$0$0$24,752
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
Pope ,  Alexandra   E
Bargaining Coordinator
None
$160,355$22,075$16,019$0$198,449
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
Ramjattan ,  Genelle  
Admin/Payroll Coordinator
None
$65,277$810$64$0$66,151
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
Ramkhelawan ,  Tennile  
Controller
None
$140,785$1,170$1,457$0$143,412
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
Robertson ,  Debora   B
Sr. Int'l Representative
None
$132,105$14,535$17,878$0$164,518
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
Rusich ,  Jeffrey   R
Int'l Representative
None
$15,201$1,770$736$0$17,707
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
Schu ,  Cynthia  
Organizing Director
None
$198,601$24,300$22,663$0$245,564
I
Schedule 15
Representational Activities
50 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
50 %
A
B
C
Seguinot-Cruz ,  Zoraida  
Int'l Rep/Organizer
None
$107,018$23,604$9,198$0$139,820
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
Seydalivandmoury ,  Arghavan  
Office Administrator
None
$60,969$0$0$0$60,969
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
Stevens ,  Katherine  
Organizer
None
$87,665$25,696$11,715$0$125,076
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
Tirado-Roman ,  Victoria  
Administrative Assistant
None
$29,120$0$0$0$29,120
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 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$14,749$750$0$0$15,499
I Schedule 15
Representational Activities
50 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
50 % Schedule 19
Administration
0 %
Total Employee Disbursements$2,901,004$352,897$230,184$543$3,484,628
Less Deductions    $940,386
Net Disbursements    $2,544,242
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 000-067

Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members (Total of all lines above) 97,916 
Agency Fee Payers*10
Total Members/Fee Payers97,926 
*Agency Fee Payers are not considered members of the labor organization.
Active Members97,359Yes
Associate Members557No
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 000-067

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$138,781
2. Named Payer Non-itemized Receipts$120,423
3. All Other Receipts$366,320
4. Total Receipts$625,524
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$115,315
2. Named Payee Non-itemized Disbursements$10,000
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$69,974
6. Total Disbursements$195,289
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$1,603,948
2. Named Payee Non-itemized Disbursements$480,345
3. To Officers$9,388
4. To Employees$2,336,652
5. All Other Disbursements$77,343
6. Total Disbursements$4,507,676
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$649,382
2. Named Payee Non-itemized Disbursements$350,171
3. To Officers$0
4. To Employees$940,999
5. All Other Disbursements$478,416
6. Total Disbursements$2,418,968
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$22,777
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$1,500
6. Total Disbursements$24,277
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$1,254,003
2. Named Payee Non-itemized Disbursements$121,303
3. To Officers$873,989
4. To Employees$206,978
5. All Other Disbursements$224,321
6. Total Disbursements$2,680,594
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 000-067

Name and Address
(A)
AFL-CIO

815 16th Street NW
Washington
DC
20006
Type or Classification
(B)
Labor Union
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$45,811
Total Non-Itemized Transactions with this Payee/Payer$60,415
Total of All Transactions with this Payee/Payer for This Schedule$106,226
Royalties04/09/2019$9,760
Royalties07/01/2019$9,576
Royalties10/01/2019$10,247
Royalties12/19/2019$6,673
Royalties01/02/2020$9,555
Name and Address
(A)
Citibank

322 W 23rd Street
New York
NY
10011
Type or Classification
(B)
Bank
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,712
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$14,712
Voided Foreign Exchange Fees Paid Prior Year03/01/2019$14,712
Name and Address
(A)
Eberts and Harrison, Inc.
1000 Century Plaza Bldg 32
10630 Little Patuxent Pkwy
Columbia
MD
21044-3276
Type or Classification
(B)
Insurance Company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$28,409
Total Non-Itemized Transactions with this Payee/Payer$3,550
Total of All Transactions with this Payee/Payer for This Schedule$31,959
Insurance Refund01/27/2020$17,095
Insurance Refund01/27/2020$11,314
Name and Address
(A)
GM Financial Company

75 Remittance Dr Suite 1738
Chicago
IL
60675-1738
Type or Classification
(B)
Auto Leasing Company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,316
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,316
Overpayment of Auto Lease09/09/2019$7,316
Name and Address
(A)
OPEIU Local No 153

265 W 14th Street 6th Floor
New York
NY
10011
Type or Classification
(B)
Local Union
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,400
Total Non-Itemized Transactions with this Payee/Payer$918
Total of All Transactions with this Payee/Payer for This Schedule$6,318
Convention Registration Fees04/25/2019$5,400
Name and Address
(A)
OPEIU Local No 277

641 N. Cherry Lane
Ft. Worth
TX
76108
Type or Classification
(B)
Local Union
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$6,300
Total of All Transactions with this Payee/Payer for This Schedule$6,300
Name and Address
(A)
OPEIU Local No 30
P.O. Box 9000
705 West Arrow Hwy 2nd Flr
Claremont
CA
91711-9000
Type or Classification
(B)
Local Union
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,700
Total Non-Itemized Transactions with this Payee/Payer$3,850
Total of All Transactions with this Payee/Payer for This Schedule$9,550
Convention Registration Fees04/05/2019$5,700
Name and Address
(A)
Royal Bank of Canada

200 Bay Street Main Floor
Toronto, ON M5J 2J5
00
Type or Classification
(B)
Bank
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$45,103
Total of All Transactions with this Payee/Payer for This Schedule$45,103
Name and Address
(A)
SPARK Neuro Inc.

80 8th Avenue Suite 202
New York
NY
10011
Type or Classification
(B)
Tenant
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,350
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,350
Security Deposit08/23/2019$8,350
Name and Address
(A)
Union Privilege

1125 15th St NW Suite 300
Washington
DC
20005
Type or Classification
(B)
Benefit Company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$23,083
Total Non-Itemized Transactions with this Payee/Payer$287
Total of All Transactions with this Payee/Payer for This Schedule$23,370
Royalties04/09/2019$23,083
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 000-067

Name and Address
(A)
AFL-CIO Secretary-Treasurer

815 16th Street NW
Washington
DC
20006
Type or Classification
(B)
Labor Union
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$9,678
Total of All Transactions with this Payee/Payer for This Schedule$9,678
Name and Address
(A)
Alaska Airlines
P.O. Box 68900

Seattle
WA
98168
Type or Classification
(B)
Airline
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$11,457
Total of All Transactions with this Payee/Payer for This Schedule$11,457
Name and Address
(A)
American Airlines
P.O. Box 619616
Dallas-Fort Worth Int'l Apt
Dallas
TX
75261
Type or Classification
(B)
Airline
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$37,101
Total of All Transactions with this Payee/Payer for This Schedule$37,101
Name and Address
(A)
Beacon Hotel

1615 Rhode Island Ave NW
Washington
DC
20036
Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,256
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,256
Organizing Staff Training03/12/2019$8,256
Name and Address
(A)
Bell Fortino Brand Design

114 N 73rd St
Seattle
WA
98103
Type or Classification
(B)
Marketing Agency
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,465
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,465
Digital Organizing Campaign05/15/2019$5,465
Name and Address
(A)
Blueprint Interactive

1730 Rhode Island Ave #1014
Washington
DC
20036
Type or Classification
(B)
Marketing Agency
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$24,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$24,000
Marketing Services05/07/2019$12,000
Marketing Services06/18/2019$6,000
Marketing Services07/16/2019$6,000
Name and Address
(A)
BNA
P.O. Box 17009

Baltimore
MD
21297-1009
Type or Classification
(B)
Research and Reference Sources
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,227
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$9,227
Bloomberg Law Daily Labor Report07/16/2019$9,227
Name and Address
(A)
Carolina Aceves

4330 Utah St #5
San Diego
CA
92104
Type or Classification
(B)
Consultant
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$25,368
Total of All Transactions with this Payee/Payer for This Schedule$25,368
Name and Address
(A)
Cision US Inc
P.O. Box 417215

Boston
MA
02241-7215
Type or Classification
(B)
News Service
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,759
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,759
Press Releases02/12/2020$5,759
Name and Address
(A)
Coalition of Kaiser Permanente Unions

1775 K Street NW Suite 309
Washington
DC
20006
Type or Classification
(B)
Labor Union
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,052
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$13,052
Financial Assistance05/07/2019$13,052
Name and Address
(A)
Delta Airlines
P.O. Box 20706
1030 Delta Blvd
Atlanta
GA
30354
Type or Classification
(B)
Airline
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$15,866
Total of All Transactions with this Payee/Payer for This Schedule$15,866
Name and Address
(A)
Donna Shaffer

1048 Armillaria St
Henderson
NV
89011
Type or Classification
(B)
Consultant
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,828
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$11,828
Consulting Services03/08/2019$6,070
Consulting Services04/30/2019$5,758
Name and Address
(A)
Gene Gencarelli

1535 NE 124th St
North Miami
FL
33161
Type or Classification
(B)
Consultant
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$7,800
Total of All Transactions with this Payee/Payer for This Schedule$7,800
Name and Address
(A)
Grand Hyatt San Antonio

600 E Market Street
San Antonio
TX
78205
Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,099
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$9,099
Guild 45 Meeting02/06/2020$9,099
Name and Address
(A)
Hampton Inn and Suites Detroit/ Chesterfield

45725 Market Place Blvd
Chesterfield
MI
48051
Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$12,387
Total of All Transactions with this Payee/Payer for This Schedule$12,387
Name and Address
(A)
Harlow Media
P.O. Box 2428

Ozark
AL
36360
Type or Classification
(B)
Website Hosting Company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$20,559
Total of All Transactions with this Payee/Payer for This Schedule$20,559
Name and Address
(A)
Hilton Hotel Operations Center

755 Crossover Ln
Memphis
TN
38117
Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$9,953
Total of All Transactions with this Payee/Payer for This Schedule$9,953
Name and Address
(A)
Holiday Inn San Diego La Mesa

8000 Parkway Drive
La Mesa
CA
91942
Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$6,238
Total of All Transactions with this Payee/Payer for This Schedule$6,238
Name and Address
(A)
Home2 Suites by Hilton LA/ Montebello

988 Via San Clemente
Montebello
CA
90640
Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,066
Total of All Transactions with this Payee/Payer for This Schedule$5,066
Name and Address
(A)
Homewood Suites Oakland Waterfront

1103 Embarcadero
Oakland
CA
94606
Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$6,971
Total of All Transactions with this Payee/Payer for This Schedule$6,971
Name and Address
(A)
Honolulu Airport Hotel

3401 N Nimitz Hwy
Honolulu
HI
96819
Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$10,144
Total of All Transactions with this Payee/Payer for This Schedule$10,144
Name and Address
(A)
Jerome Groten

9106-B SW 20 Street
Davie
FL
33324
Type or Classification
(B)
Consultant
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$8,710
Total of All Transactions with this Payee/Payer for This Schedule$8,710
Name and Address
(A)
John Brenton III

65 Navigator Lane
Savannah
GA
31410
Type or Classification
(B)
Consultant
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$8,040
Total of All Transactions with this Payee/Payer for This Schedule$8,040
Name and Address
(A)
John Turchiano

450 West Broadway #103
Long Beach
NY
11561
Type or Classification
(B)
Consultant
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,450
Total Non-Itemized Transactions with this Payee/Payer$6,450
Total of All Transactions with this Payee/Payer for This Schedule$13,900
Consulting Services for Research News05/07/2019$7,450
Name and Address
(A)
M2H Services Ltd

18598-66A Avenue
Surrey, BC V3S 1Z1
00
Type or Classification
(B)
Consultants
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,875
Total Non-Itemized Transactions with this Payee/Payer$12,337
Total of All Transactions with this Payee/Payer for This Schedule$20,212
Consulting Services04/17/2019$7,875
Name and Address
(A)
Mergent Inc
P.O. Box 855991

Minneapolis
MN
55485-5991
Type or Classification
(B)
Research and Reference Sources
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$16,331
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$16,331
Research Platform for Field Staff07/16/2019$16,331
Name and Address
(A)
OMCE

3 Washington Square Ste 7
Albany
NY
12205
Type or Classification
(B)
Affiliate Association
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$64,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$64,000
Affiliation Agreement03/11/2019$8,000
Affiliation Agreement04/10/2019$8,000
Affiliation Agreement05/08/2019$8,000
Affiliation Agreement06/03/2019$8,000
Affiliation Agreement07/01/2019$8,000
Affiliation Agreement08/12/2019$8,000
Affiliation Agreement09/09/2019$8,000
Affiliation Agreement10/07/2019$8,000
Name and Address
(A)
OPEIU Dag No 81 - PATCO

161 SW Willow Lake Trail
Stuart
FL
34997
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$26,000
Total of All Transactions with this Payee/Payer for This Schedule$26,000
Name and Address
(A)
OPEIU Local No 100

3600 Red Road Suite 405
Miramar
FL
33025
Type or Classification
(B)
Local Union
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$93,000
Total Non-Itemized Transactions with this Payee/Payer$9,600
Total of All Transactions with this Payee/Payer for This Schedule$102,600
Apprentice Organizing Program05/07/2019$26,000
Apprentice Organizing Program05/07/2019$6,500
Apprentice Organizing Program05/24/2019$6,500
Apprentice Organizing Program06/24/2019$6,500
Apprentice Organizing Program07/24/2019$6,500
Apprentice Organizing Program08/23/2019$6,500
Apprentice Organizing Program09/25/2019$6,500
Apprentice Organizing Program10/25/2019$6,500
Apprentice Organizing Program11/22/2019$6,500
Apprentice Organizing Program12/20/2019$5,000
Apprentice Organizing Program01/23/2020$5,000
Apprentice Organizing Program02/21/2020$5,000
Name and Address
(A)
OPEIU Local No 12

2277 Highway 36 W Suite 150
Roseville
MN
55113
Type or Classification
(B)
Local Union
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$88,000
Total Non-Itemized Transactions with this Payee/Payer$2,750
Total of All Transactions with this Payee/Payer for This Schedule$90,750
Apprentice Organizing Program03/05/2019$6,500
Apprentice Organizing Program03/05/2019$6,500
Apprentice Organizing Program03/22/2019$6,500
Apprentice Organizing Program04/24/2019$6,500
Apprentice Organizing Program05/24/2019$6,500
Apprentice Organizing Program06/24/2019$6,500
Apprentice Organizing Program07/24/2019$6,500
Apprentice Organizing Program08/23/2019$6,500
Apprentice Organizing Program09/25/2019$6,500
Apprentice Organizing Program10/25/2019$6,500
Apprentice Organizing Program11/22/2019$6,500
Apprentice Organizing Program12/20/2019$6,500
Apprentice Organizing Program01/23/2020$5,000
Apprentice Organizing Program02/21/2020$5,000
Name and Address
(A)
OPEIU Local No 153

265 W 14th Street 6th Floor
New York
NY
10011
Type or Classification
(B)
Local Union
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$32,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$32,500
Apprentice Organizing Program12/06/2019$19,500
Apprentice Organizing Program12/06/2019$6,500
Apprentice Organizing Program12/20/2019$6,500
Name and Address
(A)
OPEIU Local No 2

8555 16th Street
Silver Spring
MD
20910
Type or Classification
(B)
Local Union
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$52,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$52,000
Apprentice Organizing Program03/22/2019$6,500
Apprentice Organizing Program03/22/2019$6,500
Apprentice Organizing Program03/22/2019$6,500
Apprentice Organizing Program03/22/2019$6,500
Apprentice Organizing Program04/24/2019$6,500
Apprentice Organizing Program05/24/2019$6,500
Apprentice Organizing Program06/24/2019$6,500
Apprentice Organizing Program07/24/2019$6,500
Name and Address
(A)
OPEIU Local No 2002 MAGE

6920 S Cedar St Suite 7
Lansing
MI
48911
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$95,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$95,500
Financial Assistance03/26/2019$8,500
Financial Assistance05/07/2019$8,500
Financial Assistance05/23/2019$8,500
Financial Assistance07/24/2019$10,000
Financial Assistance08/23/2019$10,000
Financial Assistance09/25/2019$10,000
Financial Assistance11/22/2019$10,000
Financial Assistance12/20/2019$10,000
Financial Assistance01/23/2020$10,000
Financial Assistance02/21/2020$10,000
Name and Address
(A)
OPEIU Local No 277

641 N. Cherry Lane
Ft. Worth
TX
76108
Type or Classification
(B)
Local Union
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$73,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$73,500
Apprentice Organizing Program03/22/2019$6,500
Apprentice Organizing Program04/24/2019$6,500
Apprentice Organizing Program05/24/2019$6,500
Apprentice Organizing Program06/24/2019$6,500
Apprentice Organizing Program07/24/2019$6,500
Apprentice Organizing Program08/23/2019$6,500
Apprentice Organizing Program09/25/2019$6,500
Apprentice Organizing Program10/25/2019$6,500
Apprentice Organizing Program11/22/2019$6,500
Apprentice Organizing Program12/20/2019$5,000
Apprentice Organizing Program01/23/2020$5,000
Apprentice Organizing Program02/21/2020$5,000
Name and Address
(A)
OPEIU Local No 29

7677 Oakport St Suite 480
Oakland
CA
94621
Type or Classification
(B)
Local Union
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$58,000
Total Non-Itemized Transactions with this Payee/Payer$711
Total of All Transactions with this Payee/Payer for This Schedule$58,711
Apprentice Organizing Program03/22/2019$7,000
Apprentice Organizing Program04/24/2019$7,000
Apprentice Organizing Program05/24/2019$7,000
Apprentice Organizing Program06/24/2019$7,000
Apprentice Organizing Program10/08/2019$5,000
Apprentice Organizing Program10/25/2019$5,000
Apprentice Organizing Program11/22/2019$5,000
Apprentice Organizing Program12/20/2019$5,000
Apprentice Organizing Program01/23/2020$5,000
Apprentice Organizing Program02/21/2020$5,000
Name and Address
(A)
OPEIU Local No 30
P.O. Box 9000
705 West Arrow Hwy 2nd Flr
Claremont
CA
91711-9000
Type or Classification
(B)
Local Union
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$58,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$58,500
Apprentice Organizing Program08/02/2019$45,500
Apprentice Organizing Program08/23/2019$6,500
Apprentice Organizing Program09/25/2019$6,500
Name and Address
(A)
OPEIU Local No 39

701 Watson Ave Suite 102
Madison
WI
53713
Type or Classification
(B)
Local Union
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$39,000
Total Non-Itemized Transactions with this Payee/Payer$15,000
Total of All Transactions with this Payee/Payer for This Schedule$54,000
Apprentice Organizing Program10/08/2019$6,500
Apprentice Organizing Program10/25/2019$6,500
Apprentice Organizing Program11/22/2019$6,500
Apprentice Organizing Program12/20/2019$6,500
Apprentice Organizing Program01/23/2020$6,500
Apprentice Organizing Program02/21/2020$6,500
Name and Address
(A)
OPEIU Local No 40

46819 Garfield Road
Macomb Township
MI
48044
Type or Classification
(B)
Local Union
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$69,340
Total Non-Itemized Transactions with this Payee/Payer$1,572
Total of All Transactions with this Payee/Payer for This Schedule$70,912
Legal Services10/08/2019$20,000
Apprentice Organizing Program12/03/2019$6,500
Apprentice Organizing Program12/03/2019$6,500
Apprentice Organizing Program12/03/2019$6,500
Apprentice Organizing Program12/20/2019$6,500
Apprentice Organizing Program01/23/2020$6,500
Legal Services01/30/2020$10,340
Apprentice Organizing Program02/21/2020$6,500
Name and Address
(A)
OPEIU Local No 4873 ITPEU

2222 Bull Street Suite 200
Savannah
GA
31401
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$100,419
Total Non-Itemized Transactions with this Payee/Payer$78,912
Total of All Transactions with this Payee/Payer for This Schedule$179,331
Financial Assistance03/26/2019$9,583
Financial Assistance04/23/2019$8,333
Financial Assistance05/23/2019$9,167
Financial Assistance07/09/2019$9,167
Financial Assistance07/19/2019$9,167
Financial Assistance08/27/2019$9,167
Financial Assistance09/25/2019$9,167
Financial Assistance10/22/2019$9,167
Financial Assistance11/19/2019$9,167
Financial Assistance01/28/2020$9,167
Financial Assistance01/28/2020$9,167
Name and Address
(A)
OPEIU Local No 50

3375 Koapaka St Suite B217
Honolulu
HI
96819
Type or Classification
(B)
Local Union
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$94,507
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$94,507
Financial Assistance02/12/2020$94,507
Name and Address
(A)
OPEIU Local No 6

150 Wood Road Suite 400
Braintree
MA
02184
Type or Classification
(B)
Local Union
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$55,000
Total Non-Itemized Transactions with this Payee/Payer$40,362
Total of All Transactions with this Payee/Payer for This Schedule$95,362
Apprentice Organizing Program03/22/2019$6,500
Apprentice Organizing Program04/24/2019$6,500
Financial Assistance05/23/2019$16,000
Apprentice Organizing Program05/24/2019$6,500
Apprentice Organizing Program06/24/2019$6,500
Apprentice Organizing Program07/24/2019$6,500
Apprentice Organizing Program08/23/2019$6,500
Name and Address
(A)
OPEIU Local No 76 TEA

147 West 4th St Suite 401
South Boston
MA
02127
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,000
Total Non-Itemized Transactions with this Payee/Payer$30,470
Total of All Transactions with this Payee/Payer for This Schedule$36,470
Legal Services11/15/2019$6,000
Name and Address
(A)
OPEIU Local No 8

2800 1st Avenue Ste 304
Seattle
WA
98121-1114
Type or Classification
(B)
Local Union
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$53,500
Total Non-Itemized Transactions with this Payee/Payer$28,000
Total of All Transactions with this Payee/Payer for This Schedule$81,500
Financial Assistance04/23/2019$8,000
Apprentice Organizing Program10/11/2019$6,500
Apprentice Organizing Program10/11/2019$6,500
Apprentice Organizing Program10/25/2019$6,500
Apprentice Organizing Program11/22/2019$6,500
Apprentice Organizing Program12/20/2019$6,500
Apprentice Organizing Program01/23/2020$6,500
Apprentice Organizing Program02/21/2020$6,500
Name and Address
(A)
Pitta LLP

120 Broadway 28th Floor
New York
NY
10271
Type or Classification
(B)
Law Firm
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$295,000
Total Non-Itemized Transactions with this Payee/Payer$4,301
Total of All Transactions with this Payee/Payer for This Schedule$299,301
Labor Issues03/22/2019$13,750
Labor Issues04/24/2019$13,750
Labor Issues05/24/2019$13,750
Labor Issues06/24/2019$13,750
Labor Issues07/16/2019$6,614
Labor Issues07/24/2019$13,750
Labor Issues07/30/2019$8,300
Labor Issues07/30/2019$63,602
Labor Issues08/23/2019$13,750
Labor Issues09/25/2019$13,750
Labor Issues10/25/2019$13,750
Labor Issues11/22/2019$13,750
Labor Issues12/10/2019$51,484
Labor Issues12/20/2019$13,750
Labor Issues01/23/2020$13,750
Labor Issues02/21/2020$13,750
Name and Address
(A)
Raven, Cameron, Ballantyne and Yazbeck LLP

220 Laurier Ave W Suite1600
Ottawa ON K1P 5Z9
00
Type or Classification
(B)
Law Firm
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$113,586
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$113,586
Canadian Helicopter Labor Issues05/31/2019$35,700
Canadian Helicopter Labor Issues10/11/2019$77,886
Name and Address
(A)
Robert M. Levy and Associates, Inc.

780 NE 69th St Ste 1703
Miami
FL
33138-5743
Type or Classification
(B)
Law Firm
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,010
Total of All Transactions with this Payee/Payer for This Schedule$5,010
Name and Address
(A)
Schwarzwald McNair and Fusco, LLP
616 Penton Media Building
1300 East Ninth St
Cleveland
OH
44114-1503
Type or Classification
(B)
Law Firm
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$18,126
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$18,126
Contract Litigation/Labor Issues07/30/2019$18,126
Name and Address
(A)
Southwest Airlines
P.O. Box 36647
2702 Love Field Drive
Dallas
TX
75235
Type or Classification
(B)
Airline
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$7,108
Total of All Transactions with this Payee/Payer for This Schedule$7,108
Name and Address
(A)
United Airlines

600 Jefferson Street
Houston
TX
77002
Type or Classification
(B)
Airline
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$12,309
Total of All Transactions with this Payee/Payer for This Schedule$12,309
Name and Address
(A)
Upland IX LLC d/b/a Mobile Commons
P.O. Box 205921

Dallas
TX
75320-5921
Type or Classification
(B)
Mobile Messaging Service
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$26,128
Total Non-Itemized Transactions with this Payee/Payer$4,115
Total of All Transactions with this Payee/Payer for This Schedule$30,243
Press Releases07/16/2019$6,532
Press Releases08/13/2019$6,532
Press Releases11/19/2019$6,532
Press Releases02/11/2020$6,532
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 000-067

Name and Address
(A)
Pitta LLP

120 Broadway 28th Floor
New York
NY
10271
Type or Classification
(B)
Law Firm
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$22,777
Total of All Transactions with this Payee/Payer for This Schedule$22,777
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 000-067

Name and Address
(A)
A. Philip Randolph Institute

815 16th Street NW
Washington
DC
20006
Type or Classification
(B)
Non-Profit 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
Contribution03/12/2019$5,000
Name and Address
(A)
Department of Education OR
P.O. Box 2837

Portland
OR
97208-2837
Type or Classification
(B)
Student Debt Reduction Program
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,000
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Name and Address
(A)
OPEIU Local No 322 AMLU

80 Eighth Avenue Suite 205
New York
NY
10011
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,000
Total Non-Itemized Transactions with this Payee/Payer$5,000
Total of All Transactions with this Payee/Payer for This Schedule$20,000
Grant10/25/2019$15,000
Name and Address
(A)
Shoot For A Cure

1345 Yosemite Circle
Oakley
CA
94561
Type or Classification
(B)
Non-Profit Organization
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
Contribution03/29/2019$10,000
Name and Address
(A)
Solidarity Center
20th Anniv. Celebration
1130 Connecticut Avenue NW
Washington
DC
20036
Type or Classification
(B)
Non-Profit Organization
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
Contribution06/25/2019$15,000
Name and Address
(A)
UAW Strike Fund
Secretary-Treasurer
8000 E. Jefferson Ave
Detroit
MI
48214
Type or Classification
(B)
Labor Union
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$50,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$50,000
Contribution11/08/2019$50,000
Name and Address
(A)
University of Missouri
P.O. Box 807012

Kansas City
MO
64180-7012
Type or Classification
(B)
University
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,315
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$20,315
Campers Registration10/18/2019$20,315
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 000-067

Name and Address
(A)
Accountable Advisory Services LLC

18 Cartwright Dr Suite 100
Princeton Jct
NJ
08550
Type or Classification
(B)
Retirement Consultants
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$78,632
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$78,632
Consulting Services for Retirement Plan05/24/2019$24,000
Consulting Services for Retirement Plan07/23/2019$6,632
Consulting Services for Retirement Plan12/10/2019$36,000
Consulting Services for Retirement Plan02/11/2020$12,000
Name and Address
(A)
Adecco Employment Services
P.O. Box 371084

Pittsburgh
PA
15250-7084
Type or Classification
(B)
Staffing Agency
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$94,447
Total of All Transactions with this Payee/Payer for This Schedule$99,447
Temporary Staffing08/23/2019$5,000
Name and Address
(A)
ADP

11411 Red Run Blvd
Owings Mills
MD
21117
Type or Classification
(B)
Payroll Services Provider
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$9,636
Total of All Transactions with this Payee/Payer for This Schedule$9,636
Name and Address
(A)
Alpine Business Systems, Inc

1661 Route 22 West Suite 10
Bound Brook
NJ
08805
Type or Classification
(B)
Computer Consultants
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$29,660
Total of All Transactions with this Payee/Payer for This Schedule$29,660
Name and Address
(A)
Amalgamated Bank
Trust Fee Building Dept
275 7th Avenue 9th Floor
New York
NY
10001
Type or Classification
(B)
Bank
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$180
Total of All Transactions with this Payee/Payer for This Schedule$5,180
Administrative Fees05/07/2019$5,000
Name and Address
(A)
Arthur J Gallagher Risk Management Services Inc
P.O. Box 5102

New York
NY
10087-5102
Type or Classification
(B)
Insurance Broker
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,340
Total Non-Itemized Transactions with this Payee/Payer$632
Total of All Transactions with this Payee/Payer for This Schedule$10,972
Fiduciary Liability Insurance08/13/2019$10,340
Name and Address
(A)
Bet-Eli Company LLC

125 Park Ave 11th Floor
New York
NY
10017-5529
Type or Classification
(B)
Landlord
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$171,648
Total Non-Itemized Transactions with this Payee/Payer$47,774
Total of All Transactions with this Payee/Payer for This Schedule$219,422
Rent and Utilities NY Office03/22/2019$13,858
Rent and Utilities NY Office04/24/2019$13,848
Rent and Utilities NY Office05/31/2019$14,985
Rent and Utilities NY Office07/09/2019$14,280
Rent and Utilities NY Office07/09/2019$14,308
Rent and Utilities NY Office08/23/2019$14,372
Rent and Utilities NY Office10/01/2019$14,369
Rent and Utilities NY Office10/25/2019$14,359
Rent and Utilities NY Office11/22/2019$14,380
Rent and Utilities NY Office12/20/2019$14,330
Rent and Utilities NY Office01/23/2020$14,290
Rent and Utilities NY Office02/21/2020$14,269
Name and Address
(A)
Calibre CPA Group, PLLC

7501 Wisconsin Avenue
Bethesda
MD
20814
Type or Classification
(B)
CPA Firm
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$43,500
Total Non-Itemized Transactions with this Payee/Payer$9,200
Total of All Transactions with this Payee/Payer for This Schedule$52,700
Audit Services05/31/2019$32,000
Audit Services06/20/2019$6,000
Audit Services08/27/2019$5,500
Name and Address
(A)
Eberts and Harrison, Inc
1000 Century Plaza Bldg 32
10630 Little Patuxent Pkwy
Columbia
MD
21044-3276
Type or Classification
(B)
Insurance Company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$82,393
Total Non-Itemized Transactions with this Payee/Payer$8,999
Total of All Transactions with this Payee/Payer for This Schedule$91,392
Commercial Insurance Package03/12/2019$7,976
Commercial Insurance Package03/12/2019$7,976
Commercial Insurance Package03/12/2019$7,976
Fiduciary Liability Policy-Pension and Welfare06/25/2019$10,137
Commercial Insurance Package09/18/2019$10,615
Commercial Insurance Package09/18/2019$5,387
Commercial Insurance Package09/18/2019$5,387
Commercial Insurance Package10/22/2019$5,391
Commercial Insurance Package11/19/2019$5,387
Commercial Insurance Package12/26/2019$5,387
Commercial Insurance Package01/14/2020$5,387
Commercial Insurance Package02/11/2020$5,387
Name and Address
(A)
JayStar Group, Inc

200 Connecticut Ave 5th Flr
Norwalk
CT
06854
Type or Classification
(B)
LM-2 Preparers
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,095
Total of All Transactions with this Payee/Payer for This Schedule$9,095
Name and Address
(A)
Jessica Yee

159-70 Harlem River Dr
New York
NY
10039
Type or Classification
(B)
Temporary Employee
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,328
Total of All Transactions with this Payee/Payer for This Schedule$6,328
Name and Address
(A)
Kelly Press, Inc

1701 Cabin Branch Drive
Cheverly
MD
20785
Type or Classification
(B)
Printing Company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,130
Total Non-Itemized Transactions with this Payee/Payer$7,675
Total of All Transactions with this Payee/Payer for This Schedule$17,805
Printing Services09/13/2019$10,130
Name and Address
(A)
Kenneth Margolies

7 Grandview Terrace
Cold Spring
NY
10516
Type or Classification
(B)
Consultant
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,898
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$12,898
Consulting Services05/07/2019$12,898
Name and Address
(A)
Leaf
P.O. Box 644006

Cincinnati
OH
45264-4006
Type or Classification
(B)
Office Equipment Lessor
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$6,249
Total of All Transactions with this Payee/Payer for This Schedule$6,249
Name and Address
(A)
Marshall and Moss Administrative Services

1400 Old Country Rd Ste 406
Westbury
NY
11590
Type or Classification
(B)
Retirement Consultants
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$30,000
Total of All Transactions with this Payee/Payer for This Schedule$30,000
Name and Address
(A)
Melissa Robbins

85-11 150th Street
Jamaica
NY
11435
Type or Classification
(B)
Intern
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$14,724
Total of All Transactions with this Payee/Payer for This Schedule$14,724
Name and Address
(A)
Metropolitan Travel Services

4520 Old Columbia Pike
Annandale
VA
22003
Type or Classification
(B)
Travel Agency
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$11,935
Total of All Transactions with this Payee/Payer for This Schedule$11,935
Name and Address
(A)
Michelle Mifsud

20-05 36th Street
Astoria
NY
11105
Type or Classification
(B)
Cleaning Service
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$6,200
Total of All Transactions with this Payee/Payer for This Schedule$6,200
Name and Address
(A)
OPEIU Local No 153

265 W 14th Street 6th Floor
New York
NY
10011
Type or Classification
(B)
Local Union
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$216,558
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$216,558
NY 6th Flr Rent Electic Maintenance and Postage03/13/2019$17,310
NY 6th Flr Rent Electic Maintenance and Postage04/23/2019$17,381
NY 6th Flr Rent Electic Maintenance and Postage05/23/2019$19,088
NY 6th Flr Rent Electic Maintenance and Postage06/18/2019$17,153
NY 6th Flr Rent Electic Maintenance and Postage07/24/2019$17,352
NY 6th Flr Rent Electic Maintenance and Postage08/23/2019$18,240
NY 6th Flr Rent Electic Maintenance and Postage09/24/2019$18,370
NY 6th Flr Rent Electic Maintenance and Postage10/22/2019$18,359
NY 6th Flr Rent Electic Maintenance and Postage11/22/2019$18,401
NY 6th Flr Rent Electic Maintenance and Postage12/17/2019$18,535
NY 6th Flr Rent Electic Maintenance and Postage01/28/2020$18,059
NY 6th Flr Rent Electic Maintenance and Postage02/25/2020$18,310
Name and Address
(A)
OPEIU Local No 4873 ITPEU

2222 Bull Street Suite 200
Savannah
GA
31401
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$7,559
Total of All Transactions with this Payee/Payer for This Schedule$7,559
Name and Address
(A)
Oriental Bank
P.O. Box 191429
Trust Department
San Juan
PR
00919-1429
Type or Classification
(B)
Bank
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,164
Total of All Transactions with this Payee/Payer for This Schedule$5,164
Name and Address
(A)
TPA Corporation
P.O. Box 433

Carmel
NY
10512
Type or Classification
(B)
Retiremen Plan Administrators
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,283
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$13,283
Administrative Fees12/10/2019$7,239
Administrative Fees01/17/2020$6,044
Name and Address
(A)
UPS
P.O. Box 7247-0244

Philadelphia
PA
19170-0001
Type or Classification
(B)
Delivery Service
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$6,696
Total of All Transactions with this Payee/Payer for This Schedule$6,696
Name and Address
(A)
Voip Co, LLC

88 Sunnyside Blvd Ste 204
Plainview
NY
11803
Type or Classification
(B)
Telecommunications Company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$12,244
Total of All Transactions with this Payee/Payer for This Schedule$12,244
Name and Address
(A)
WEETU

135 W 29th St
New York
NY
10001
Type or Classification
(B)
Graphic Designer
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,925
Total of All Transactions with this Payee/Payer for This Schedule$5,925
Name and Address
(A)
Windstream
P.O. Box 9001013

Louisville
KY
40290-1013
Type or Classification
(B)
Telecommunications Company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$10,486
Total of All Transactions with this Payee/Payer for This Schedule$10,486
Name and Address
(A)
Xerox Corporation
P.O. Box 827598

Philadelphia
PA
19182-7598
Type or Classification
(B)
Office Equipment Lessor
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$9,363
Total of All Transactions with this Payee/Payer for This Schedule$9,363
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 000-067

Name and Address
(A)
American Airlines
P.O. Box 619616
Dallas-Fort Worth Int'l Apt
Dallas
TX
75261
Type or Classification
(B)
Airline
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$15,891
Total of All Transactions with this Payee/Payer for This Schedule$15,891
Name and Address
(A)
Amtrak

60 Massachusetts Ave NE
Washington
DC
20002
Type or Classification
(B)
Rail Service
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$6,057
Total of All Transactions with this Payee/Payer for This Schedule$6,057
Name and Address
(A)
Bally's Las Vegas
P.O. Box 96118

Las Vegas
NV
89193
Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$261,125
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$261,125
OPEIU Convention03/11/2019$50,000
OPEIU Convention06/03/2019$23,655
OPEIU Convention08/07/2019$18,661
OPEIU Convention08/07/2019$168,809
Name and Address
(A)
Boston Park Plaza Hotel

50 Park Plaza
Boston
MA
02116
Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer$108
Total of All Transactions with this Payee/Payer for This Schedule$10,108
Executive Board Meeting02/03/2020$10,000
Name and Address
(A)
CJD Group, LLC
Box #D4-200
2910 Kerry Forest Parkway
Tallahassee
FL
32309
Type or Classification
(B)
Event Speakers
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$25,000
OPEIU Convention Speaker Fees05/31/2019$25,000
Name and Address
(A)
Convention Services Unlimited

1701 Cabin Branch Drive
Cheverly
MD
20785
Type or Classification
(B)
Event Planners
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$536,006
Total Non-Itemized Transactions with this Payee/Payer$7,014
Total of All Transactions with this Payee/Payer for This Schedule$543,020
OPEIU Convention10/11/2019$166,639
OPEIU Convention10/11/2019$24,581
OPEIU Convention10/11/2019$71,384
OPEIU Convention10/11/2019$273,402
Name and Address
(A)
Cornell University

260 Day Hall
Ithaca
NY
14853
Type or Classification
(B)
University
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$66,568
Total Non-Itemized Transactions with this Payee/Payer$1,615
Total of All Transactions with this Payee/Payer for This Schedule$68,183
Steward Update Newsletter04/25/2019$7,642
Steward Update Newsletter05/31/2019$7,642
Steward Update Newsletter07/30/2019$7,642
Training and Development09/10/2019$24,000
Steward Update Newsletter11/19/2019$7,642
Training and Development12/17/2019$12,000
Name and Address
(A)
Delta Airlines
P.O. Box 20706
1030 Delta Blvd
Atlanta
GA
30354
Type or Classification
(B)
Airline
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$13,780
Total of All Transactions with this Payee/Payer for This Schedule$13,780
Name and Address
(A)
Denice Lombard
P.O. Box 29

Tilghman
MD
21671-0029
Type or Classification
(B)
Court Reporter
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer$2,000
Total of All Transactions with this Payee/Payer for This Schedule$12,000
OPEIU Convention Court Reporting Services06/03/2019$10,000
Name and Address
(A)
Eriksen Translations Inc

50 Court St Suite 700
Brooklyn
NY
11201
Type or Classification
(B)
Language Translators
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$6,845
Total of All Transactions with this Payee/Payer for This Schedule$6,845
Name and Address
(A)
Image Pointe
P.O. Box 657

Waterloo
IA
50704-0657
Type or Classification
(B)
Promotional Products Supplier
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,624
Total Non-Itemized Transactions with this Payee/Payer$12,862
Total of All Transactions with this Payee/Payer for This Schedule$19,486
OPEIU Convention Merchandise07/01/2019$6,624
Name and Address
(A)
JetBlue Airways

118-29 Queens Blvd
Forest Hills
NY
11375
Type or Classification
(B)
Airline
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$8,684
Total of All Transactions with this Payee/Payer for This Schedule$8,684
Name and Address
(A)
Kelly Press, Inc

1701 Cabin Branch Drive
Cheverly
MD
20785
Type or Classification
(B)
Printing Company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$191,812
Total Non-Itemized Transactions with this Payee/Payer$9,418
Total of All Transactions with this Payee/Payer for This Schedule$201,230
White Collar Newsletter04/23/2019$52,290
White Collar Newsletter07/16/2019$52,883
OPEIU Convention Printing Services08/06/2019$7,891
OPEIU Convention Printing Services10/11/2019$7,710
OPEIU Convention Printing Services10/11/2019$7,931
OPEIU Convention Printing Services10/11/2019$11,207
White Collar Newsletter01/17/2020$51,900
Name and Address
(A)
Penguin Random House LLC

400 Hahn Rd
Westminster
MD
21157-4627
Type or Classification
(B)
Event Speakers
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$16,250
Total Non-Itemized Transactions with this Payee/Payer$1,068
Total of All Transactions with this Payee/Payer for This Schedule$17,318
OPEIU Convention Speaker Fees05/03/2019$16,250
Name and Address
(A)
Pennsylvania State University
Labor Studies Emp Relations
506 Keller Building
University Park
PA
16802
Type or Classification
(B)
University
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,000
Training and Development02/06/2020$7,000
Name and Address
(A)
Postmaster
Main Office Window
General Mail Facility
Washington
DC
20066-9606
Type or Classification
(B)
Postage
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$70,778
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$70,778
White Collar Newsletter03/06/2019$23,604
White Collar Newsletter05/22/2019$23,577
White Collar Newsletter12/03/2019$23,597
Name and Address
(A)
Royal Star Computer Services, Inc

3630 NE 97th Street Road
Anthony
FL
32617
Type or Classification
(B)
Convention Parliamentarian
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,222
Total Non-Itemized Transactions with this Payee/Payer$500
Total of All Transactions with this Payee/Payer for This Schedule$5,722
OPEIU Convention Parliamentarian Services07/23/2019$5,222
Name and Address
(A)
Sarah Olesen

3903 Clarke Street
Oakland
CA
94609
Type or Classification
(B)
Consultant
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,310
Total Non-Itemized Transactions with this Payee/Payer$9,060
Total of All Transactions with this Payee/Payer for This Schedule$14,370
White Collar Newsletter03/26/2019$5,310
Name and Address
(A)
Southwest Airlines
P.O. Box 36647
2702 Love Field Drive
Dallas
TX
75235
Type or Classification
(B)
Airline
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$13,074
Total of All Transactions with this Payee/Payer for This Schedule$13,074
Name and Address
(A)
Tech Orchard

5110 W 164th Terr
Overland Park
KS
66085
Type or Classification
(B)
Computer Consultants
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$36,392
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$36,392
Mobile Applications07/16/2019$36,392
Name and Address
(A)
United Airlines

600 Jefferson Street
Houston
TX
77002
Type or Classification
(B)
Airline
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$6,612
Total of All Transactions with this Payee/Payer for This Schedule$6,612
Name and Address
(A)
UPS
P.O. Box 7247-0244

Philadelphia
PA
19170-0001
Type or Classification
(B)
Delivery Service
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$6,715
Total of All Transactions with this Payee/Payer for This Schedule$6,715
Name and Address
(A)
Westdrift Manhattan Beach

1400 Parkview Ave
Manhattan Beach
CA
90266
Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,916
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,916
W/NW Education Conference10/18/2019$5,916
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 000-067

Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$2,853,899
Health Welfare and LifeInsurance Companies$994,344
Health Welfare and LifeLocal Unions$1,498
Health Welfare and LifeOPEIU Trust Funds$160,630
2019 Government Shutdown Furlough BenefitLocal Unions$4,650
401k PlanCaribbean Pension Consultants, Inc$5,137
401k PlanT.Rowe Price Retirement Plan$122,392
Benefits ReimbursementsEmployees and Officers$100,714
Benefits ReimbursementsMembers$22,460
Death/Disability BenefitsMembers$21,950
Health Savings AccountBank of New York Mellon$48,829
Member Benefit ProgramKII Consulting Inc$248,631
Member Benefit ProgramNation Safe Drivers$326,762
Natural Disasters ReliefMembers$599
Pension PlanLocal Unions$64,976
Pension PlanOPEIU Trust Funds$730,327
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 000-067
Address of Record: 80 8TH AVENUE SUITE 610 NEW YORK NY 10011

Question 10: OPEIU Pension Trust for Pension Benefits #53-0175463. OPEIU Health Fund for Health Benefits #52-6044518. OPEIU Welfare Trust Fund for Retirees of the National Bank of Washington for Health Benefits #52-6505387. Note: The address of the above trusts is 80 Eighth Avenue 6th Floor New York, NY 10011. OPEIU National Retirement Savings Plan for 401k Benefits #82-4669377 265 West 14th Street Suite 610,New York, NY 10011.

Question 11(a): The International Union has a PAC named The J.B. Moss Voice of the Electorate, which files with the Federal Election Commission, File ID # C-000-7898. The activity of this PAC is not included in this Form LM-2.

Question 12: Calibre CPA Group PLLC conducts an audit in accordance with generally accepted auditing standards.

Question 15: PHPA Publication investment having cost and book value oif $100,000 was removed from union books as shown on Schdule 3.

Question 18: See new Constitution attached.

Schedule 13, Row1:Active members - Individuals eligible for membership who pay the full per capital tax rate. Active members have the right to vote.

Schedule 13, Row2:Associate members - The Executive Board is empowered to establish an associate membership classification and determine the per capital tax affiliation cost. Associate members do not have the right to vote.

Schedule 13, Row2:Per Union Bylaws, Associate Members are not eligible to vote.

General Information:

Schedules 11(g) and 12(g)include personal use of leased vehicles totaling $1,021. Reconciliation of Fixed Assets

Schedule 6: Balance as of 2/28/19 = $147,813 plus Sch 4 Purchases +$5,498 less Depreciation Expense -$47,200 = Book Value 2/29/20 $106,111.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)