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
543-598
2. PERIOD COVERED
From01/01/2019
Through12/31/2019
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.)
LOCAL UNION
 6. DESIGNATION NBR
221
7. UNIT NAME (if any)

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

Number and Street
4004 KEARNY MESA ROAD
City
SAN DIEGO
State
CA		 ZIP Code + 4
921113730


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:David M GarciasPRESIDENT71. SIGNED:Iris TrammelTREASURER
Date:Jun 30, 2020Telephone Number:619-892-3640Date:Jun 30, 2020Telephone Number:619-917-5961
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 543-598
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?No
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?Yes
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$485,000
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?07/2021
20. How many members did the labor organization have at the end of the reporting period?6,786
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees58.59perMonth1058.59
(b) Working Dues/Feesper
(c) Initiation Feesper
(d) Transfer Feesper
(e) Work Permitsper

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 543-598

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $253,096$473,391
23. Accounts Receivable1$0$0
24. Loans Receivable2$0
25. U.S. Treasury Securities $0$0
26. Investments5$0
27. Fixed Assets6$71,648$140,500
28. Other Assets7$13,555$26,951
29. TOTAL ASSETS $338,299$640,842

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$0$0
31. Loans Payable9$0
32. Mortgages Payable $0$0
33. Other Liabilities10$1,868$29,997
34. TOTAL LIABILITIES $1,868$29,997
35. NET ASSETS$336,431$610,845
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 543-598

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $4,367,928
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $74
41. Dividends $0
42. Rents $0
43. Sale of Investments and Fixed Assets3
44. Loans Obtained9
45. Repayments of Loans Made2
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $61,451
48. Other Receipts14$188,833
49. TOTAL RECEIPTS $4,618,286
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$1,087,887
51. Political Activities and Lobbying16$272,615
52. Contributions, Gifts, and Grants17$76,118
53. General Overhead18$722,121
54. Union Administration19$165,816
55. Benefits20$679,810
56. Per Capita Tax $1,274,324
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$7,496
61. Loans Made2
62. Repayment of Loans Obtained9
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $0
65. Direct Taxes $111,804
  
66. Subtotal $4,397,991
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$0  
  67b. Less Total Disbursed$0  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $4,397,991
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 543-598

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: 543-598

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A) 		Loans
Outstanding at
Start of Period
(B) 		Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1) 		Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not listed above     
Total of all lines above$0$0$0$0$0
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 543-598

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 
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales 
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 543-598

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$7,496$7,496$7,496
Building improvements$3,916$3,916$3,916
Office Equipment$3,580$3,580$3,580
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$7,496
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 543-598

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: 543-598

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      4004 Kearney Mesa Rd, San Diego, CA 82111$48,708 $48,708$48,708
B. Buildings (give location)    
Building  1 :      4004 Kearney Mesa Rd, San Diego, CA 82111$703,507$647,258$55,979$55,979
C. Automobiles and Other Vehicles
D. Office Furniture and Equipment$139,812$103,999$35,813$35,813
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $892,027$751,257$140,500$140,500
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 543-598

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $26,951
Inventory for resale$13,208
Due to/from Other$13,743
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 543-598

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: 543-598

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: 543-598

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $29,997
COPE Withholding$16,254
PAC Withholding$13,743
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 543-598

(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 		Garcias ,  David  
President
C		$106,360$4,020$2,853$113,233
I
Schedule 15
Representational Activities 		71 % Schedule 16
Political Activities and Lobbying 		14 % Schedule 17
Contributions 		4 % Schedule 18
General Overhead 		8 % Schedule 19
Administration 		3 %
A
B
C 		Dobbins ,  Michael  
Vice President
C		$0$0$0$525$525
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Portillo ,  Nicolaz  
Secretary
C		$0$0$0$200$200
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Trammel ,  Iris  
Treasurer
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Aguirre ,  Alma  
Board
C		$0$0$0$386$386
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Carter ,  Tracey  
Board
C		$0$0$0$200$200
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Correa ,  Linda  
Board
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Garcia ,  Vanessa  
Board
C		$0$0$0$669$669
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Gonzalez ,  Jesus  
Board
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Rivera ,  Frank  
Board
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Willis ,  Drucilla  
Board
C		$4,799$463$0$629$5,891
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Woodford ,  Nancy  
Board
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Learned ,  Denise  
Board
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		100 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Irving ,  Crystal  
Board
C		$3,040$0$0$580$3,620
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		100 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Gipson ,  Belvia  
Board
N		$0$0$0$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Long ,  Elena  
Board
N		$0$0$0$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Esquivel ,  Jennifer  
Board
N		$0$0$0$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
Total Officer Disbursements$114,199$4,483$0$6,042$124,724
Less Deductions     
Net Disbursements    $124,724
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 543-598

(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 		Bartow ,  Gregory  
Worksite Organizer
N/A		$19,283$618$19,901
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Brinton ,  Shane  
Chief of Staff
N/A		$43,846$1,855$500$46,201
I
Schedule 15
Representational Activities 		93 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Bursalyan ,  Michaella  
Staff Director
N/A		$57,017$2,165$400$59,582
I
Schedule 15
Representational Activities 		93 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Cope ,  Amanda  
Lost Time
N/A		$6,454$309$6,763
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Fink ,  Christa  
Executive Assistant
N/A		$68,413$4,020$900$73,333
I
Schedule 15
Representational Activities 		71 % Schedule 16
Political Activities and Lobbying 		6 % Schedule 17
Contributions 		2 % Schedule 18
General Overhead 		16 % Schedule 19
Administration 		5 %
A
B
C 		Garcia ,  Elva  
Lost Time
N/A		$2,546$309$280$3,135
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Hamilton ,  Tiare  
Lost Time
N/A		$6,960$618$160$7,738
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Hanson ,  Lori  
Lost Time
N/A		$2,045$309$80$2,434
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Johnson ,  Stacey  
Lost Time
N/A		$1,392$309$80$1,781
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Kampley ,  Solita  
Senior Worksite Organizer
N/A		$59,739$2,319$10,932$72,990
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Lagstein ,  David  
Political Director
N/A		$84,331$4,020$900$89,251
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		85 % Schedule 17
Contributions 		5 % Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Leo ,  Mark  
Strategic Campaigns Coord
N/A		$77,115$4,020$1,349$82,484
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Leon ,  Charles  
Worksite Organizer
N/A		$57,958$4,020$720$62,698
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Melendez ,  Miriam  
Worksite Organizer
N/A		$2,177$154$60$2,391
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Meza ,  Adriana  
Representational Coord.
N/A		$37,910$2,783$640$41,333
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Paredes-Tupper ,  Karen  
Senior Worksite Organizer
N/A		$27,321$927$5,995$34,243
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Presskreischer ,  Allyson  
Representational Coord.
N/A		$11,133$773$11,906
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Sanders ,  Robert  
Worksite Organizer
N/A		$64,996$4,020$720$69,736
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		100 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Smith ,  Kimberly  
Lost Time
N/A		$9,321$773$160$10,254
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Sparaco ,  Emiliana  
Organizer
N/A		$59,959$4,020$2,280$66,259
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Spirit ,  Jennifer  
Senior Advocacy Organizer
N/A		$57,990$2,474$400$60,864
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Stewart ,  Joanna  
Worksite Organizer
N/A		$24,223$1,701$6,784$32,708
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Ta ,  Maggie  
Worksite Organizer
N/A		$61,692$4,020$2,280$67,992
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Thedell ,  Greg  
Advocacy Organizer
N/A		$64,996$4,020$720$69,736
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Vargas ,  Cipriano  
Flip the 49th
N/A		$43,276$3,246$1,680$48,202
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		100 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Ward ,  Ronald  
Communicator
N/A		$73,317$4,020$720$78,057
I
Schedule 15
Representational Activities 		65 % Schedule 16
Political Activities and Lobbying 		35 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Whitaker ,  Norma  
Admin
N/A		$57,341$1,560$58,901
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Williams ,  LaToria  
Worksite Organizer
N/A		$22,697$1,391$320$24,408
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$0
I Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
Total Employee Disbursements$1,105,448$59,213$0$40,620$1,205,281
Less Deductions     
Net Disbursements    $1,205,281
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 543-598

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 6,786 
Agency Fee Payers*
Total Members/Fee Payers6,786 
*Agency Fee Payers are not considered members of the labor organization.
Regular Members6,669Yes
Retired Members113No
Associate4No
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 543-598

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$112,640
2. Named Payer Non-itemized Receipts$1,196
3. All Other Receipts$74,997
4. Total Receipts$188,833
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$41,000
2. Named Payee Non-itemized Disbursements$3,300
3. To Officers$4,529
4. To Employees$5,930
5. All Other Disbursements$21,359
6. Total Disbursements$76,118
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$97,283
2. Named Payee Non-itemized Disbursements$1,090
3. To Officers$80,395
4. To Employees$862,158
5. All Other Disbursements$46,961
6. Total Disbursements$1,087,887
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$309,740
2. Named Payee Non-itemized Disbursements$264,393
3. To Officers$9,059
4. To Employees$11,733
5. All Other Disbursements$127,196
6. Total Disbursements$722,121
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$19,473
4. To Employees$253,142
5. All Other Disbursements
6. Total Disbursements$272,615
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$26,438
2. Named Payee Non-itemized Disbursements$41,468
3. To Officers$11,268
4. To Employees$72,320
5. All Other Disbursements$14,322
6. Total Disbursements$165,816
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 543-598

Name and Address
(A)
Center on Policy Initiatives

3934 Murphy Canyon Rd
San Diego
CA
92123
Type or Classification
(B)
Community Organizing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$40,000
Total Non-Itemized Transactions with this Payee/Payer$99
Total of All Transactions with this Payee/Payer for This Schedule$40,099
Community Organizing: Neighbors in Action07/05/2019$20,000
Community Organizing: Neighbors in Action12/20/2019$20,000
Name and Address
(A)
SEIU International
PO Box 5355

Carol Stream
IL
60197
Type or Classification
(B)
COPE Contribution
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$72,640
Total Non-Itemized Transactions with this Payee/Payer$1,097
Total of All Transactions with this Payee/Payer for This Schedule$73,737
IE PAC COPE Contribution01/18/2019$26,047
IE PAC COPE Contribution12/16/2019$46,593
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 543-598

Name and Address
(A)
Tom Shepard & Assoc.

1620 Fifth Ave, Ste 750
San Diego
CA
92101
Type or Classification
(B)
Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,011
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,011
Consultant: Measure D Campaign01/14/2019$10,011
Name and Address
(A)
Weinberg, Roger, & Rosenfield

800 Wilshire Blvd
Los Angeles
CA
90017
Type or Classification
(B)
Arbitration and other legal matters
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$87,272
Total Non-Itemized Transactions with this Payee/Payer$1,090
Total of All Transactions with this Payee/Payer for This Schedule$88,362
Arbitration and other legal matters01/14/2019$5,500
Arbitration and other legal matters02/11/2019$5,861
Arbitration and other legal matters03/11/2019$7,825
Arbitration and other legal matters04/12/2019$5,500
Arbitration and other legal matters05/02/2019$8,019
Arbitration and other legal matters05/14/2019$5,500
Arbitration and other legal matters05/24/2019$7,553
Arbitration and other legal matters06/12/2019$5,500
Arbitration and other legal matters07/15/2019$5,500
Arbitration and other legal matters08/09/2019$5,684
Arbitration and other legal matters09/10/2019$5,500
Arbitration and other legal matters10/15/2019$7,849
Arbitration and other legal matters11/14/2019$5,500
Arbitration and other legal matters12/18/2019$5,981
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 543-598

There was no data found for this schedule.

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 543-598

Name and Address
(A)
Center on Policy Initiatives

3727 Camino Del Rio N #100
San Diego
CA
92108
Type or Classification
(B)
Community support
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,000
Total Non-Itemized Transactions with this Payee/Payer$2,500
Total of All Transactions with this Payee/Payer for This Schedule$17,500
Community support: Center on Policy Initiatives 02/15/2019$15,000
Name and Address
(A)
Cesar Chavez Service Club
PO Box 131156

San Diego
CA
92170
Type or Classification
(B)
Community Support
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,000
Total Non-Itemized Transactions with this Payee/Payer$800
Total of All Transactions with this Payee/Payer for This Schedule$6,800
Community support: Cesar Chavez Service Club05/02/2019$6,000
Name and Address
(A)
San Diego & Imperial Counties Labor Council

AFL-CIO
San Diego
CA
92108
Type or Classification
(B)
Sponsorship
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
Sponsorship - SD & IC Labor Council Annual Dinner07/26/2019$10,000
Sponsorship - SD & IC Labor Council Annual Dinner11/22/2019$5,000
Name and Address
(A)
SD Rapid Response Network

8804 Balboa Ave
San Diego
CA
92123
Type or Classification
(B)
Community support
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
Community support: SD Rapid Response Network12/20/2019$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 543-598

Name and Address
(A)
A.O. Reed & Co

4777 Ruffner Street
San Diego
CA
92186
Type or Classification
(B)
Repairs and Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,450
Total of All Transactions with this Payee/Payer for This Schedule$7,450
Name and Address
(A)
ABM Industries Inc
PO Box 52609

Los Angeles
CA
90074
Type or Classification
(B)
Janitorial Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$21,743
Total of All Transactions with this Payee/Payer for This Schedule$21,743
Name and Address
(A)
AmTrust North America
PO Box 6939

Cleveland
OH
44101
Type or Classification
(B)
Property and Casualty Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$26,976
Total of All Transactions with this Payee/Payer for This Schedule$26,976
Name and Address
(A)
Appleone
PO Box 29048

Glendale
CA
91209
Type or Classification
(B)
Temp Agency
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,556
Total of All Transactions with this Payee/Payer for This Schedule$8,556
Name and Address
(A)
ATT
PO Box 5019

Carol Stream
IL
60197
Type or Classification
(B)
Phone Service Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,359
Total of All Transactions with this Payee/Payer for This Schedule$11,359
Name and Address
(A)
Clarion River Group

223 Valley Rd
Montclair
NJ
07042
Type or Classification
(B)
Consulting
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,424
Total Non-Itemized Transactions with this Payee/Payer$8,000
Total of All Transactions with this Payee/Payer for This Schedule$13,424
Consulting: Senior Staff Retreat08/06/2019$5,424
Name and Address
(A)
Futura Color, Inc

12150 Paine Place
Poway
CA
92064
Type or Classification
(B)
Printing services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,266
Total of All Transactions with this Payee/Payer for This Schedule$10,266
Name and Address
(A)
Image Pointe
P O Box 657

Waterloo
IA
80704
Type or Classification
(B)
Printing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,296
Total Non-Itemized Transactions with this Payee/Payer$2,243
Total of All Transactions with this Payee/Payer for This Schedule$9,539
Printing11/25/2019$7,296
Name and Address
(A)
IPFS Corporation
PO Box 100391

Pasadena
CA
91189
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$27,521
Total of All Transactions with this Payee/Payer for This Schedule$27,521
Name and Address
(A)
Jitasa

1750 W Front St
Boise
ID
83702
Type or Classification
(B)
Bookkeeping
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$72,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$72,000
Bookkeeping01/28/2019$6,000
Bookkeeping02/26/2019$6,000
Bookkeeping03/25/2019$6,000
Bookkeeping04/26/2019$6,000
Bookkeeping06/14/2019$6,000
Bookkeeping06/26/2019$6,000
Bookkeeping07/22/2019$6,000
Bookkeeping08/27/2019$6,000
Bookkeeping09/24/2019$6,000
Bookkeeping10/29/2019$6,000
Bookkeeping12/12/2019$6,000
Bookkeeping12/24/2019$6,000
Name and Address
(A)
Lindquist CPA's LLP

5000 Executive Pkwy
San Ramon
CA
94583
Type or Classification
(B)
Audit, Tax & Other Accounting Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$38,756
Total Non-Itemized Transactions with this Payee/Payer$17,573
Total of All Transactions with this Payee/Payer for This Schedule$56,329
Audit, Tax & Other Accounting Services01/24/2019$13,591
Audit, Tax & Other Accounting Services02/15/2019$6,900
Audit, Tax & Other Accounting Services03/25/2019$7,000
Audit, Tax & Other Accounting Services12/18/2019$11,265
Name and Address
(A)
Malimar Technology Group, Inc
PO Box 880595

San Diego
CA
92168
Type or Classification
(B)
IT Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$18,169
Total of All Transactions with this Payee/Payer for This Schedule$18,169
Name and Address
(A)
Mission Edge San Diego
PO Box 12319

San Diego
CA
92112
Type or Classification
(B)
Consulting
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$108,754
Total Non-Itemized Transactions with this Payee/Payer$17
Total of All Transactions with this Payee/Payer for This Schedule$108,771
Consulting: CFO/HR Support01/15/2019$12,330
Consulting: CFO/HR Support02/21/2019$14,182
Consulting: CFO/HR Support03/15/2019$7,340
Consulting: CFO/HR Support04/22/2019$7,290
Consulting: CFO/HR Support05/20/2019$8,124
Consulting: CFO/HR Support06/24/2019$8,092
Consulting: CFO/HR Support07/18/2019$6,717
Consulting: CFO/HR Support08/16/2019$5,951
Consulting: CFO/HR Support09/26/2019$8,973
Consulting: CFO/HR Support10/17/2019$8,878
Consulting: CFO/HR Support11/21/2019$12,463
Consulting: CFO/HR Support12/17/2019$8,414
Name and Address
(A)
Pacific Neurobehavioral Clinic

1901 1st Ave., Ste 245
San Diego
CA
92101
Type or Classification
(B)
Retainer
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,250
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,250
Medical Evaluation Retainer Fee: Bartow02/19/2019$5,250
Name and Address
(A)
Paychex

911 Panorama Trail South
Rochester
NY
14625
Type or Classification
(B)
Third Party Payroll Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,014
Total of All Transactions with this Payee/Payer for This Schedule$10,014
Name and Address
(A)
PNWSU
PO Box 81

Seattle
WA
98108
Type or Classification
(B)
Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,323
Total of All Transactions with this Payee/Payer for This Schedule$7,323
Name and Address
(A)
San Diego County Treasurer-Tax Collector
PO Box 129009

San Diego
CA
92112
Type or Classification
(B)
Tax payment
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,726
Total of All Transactions with this Payee/Payer for This Schedule$9,726
Name and Address
(A)
San Diego Gas and Electric
PO Box 25111

Santa Ana
CA
92799
Type or Classification
(B)
Utilities
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$14,272
Total of All Transactions with this Payee/Payer for This Schedule$14,272
Name and Address
(A)
Service Employees Int'l Union

1800 Massachusetts Ave
Washington
DC
20036
Type or Classification
(B)
Organizing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$57,442
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$57,442
CA Public Services Division Organizing07/31/2019$17,211
CA Public Services Division Organizing08/06/2019$11,546
CA Public Services Division Organizing08/16/2019$5,737
CA Public Services Division Organizing09/27/2019$5,737
CA Public Services Division Organizing10/22/2019$5,737
CA Public Services Division Organizing12/18/2019$11,474
Name and Address
(A)
Travelers CL Remittance Center
PO Box 660317

Dallas
TX
75266
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$14,560
Total of All Transactions with this Payee/Payer for This Schedule$14,560
Name and Address
(A)
Wilson, Paves & Associates

3636 Pegasus Dr
Bakersfield
CA
93308
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,796
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,796
Insurance01/14/2019$8,796
Name and Address
(A)
Xerox Financial Services
PO Box 202882

Dallas
TX
75320
Type or Classification
(B)
Office equipment rental
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,022
Total Non-Itemized Transactions with this Payee/Payer$48,625
Total of All Transactions with this Payee/Payer for This Schedule$54,647
Office equipment rental11/25/2019$6,022
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 543-598

Name and Address
(A)
The Westin San Diego

910 Broadway Circle
San Diego
CA
92101
Type or Classification
(B)
Deposit: Annual Holiday Party
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$26,438
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$26,438
Hotel11/14/2019$26,438
Name and Address
(A)
UnionWare
PO Box 930473

Atlanta
GA
31193
Type or Classification
(B)
Computer Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$41,468
Total of All Transactions with this Payee/Payer for This Schedule$41,468
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 543-598

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$679,810
Health InsuranceSEIU Health and Welfare Fund$107,954
Dental InsuranceUnited Concordia Dental Plans of CA$12,448
Health InsuranceAFLAC Worldwide Headquarters$9,358
Health InsuranceKaiser Foundation Health Plan$228,335
Casualty InsuranceCalifornia Casualty$37,654
PensionSEIU Affiliates Officers & Employees Pension Fund$245,550
Life InsuranceThe Standard Insurance Company$5,353
401kLabor Unions 401 (K) Plan$33,158
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 543-598
Address of Record: Records are kept at Jitasa, 1750 W Front St, #200, Boise, ID 83702

Question 11(a):

Question 11(a): SEIU Local 221 contributed to the following political action committee funds in 2019: Candidate(FPPC #1298154) and Issues (FPPC#1298156). All political Activities related to those entities are reported in the filings with the Secretary of State, Political Reform Division, State of CA.

Question 11(b):

Question 11(b): Local 221 has 2 chapter associations that are treated as subsidiary organizations as they are not separate legal entities: Fallbrook Chapter, 2400 S Stagecoach Ln, Fallbrook, CA 92028 Grossmont Chapter, 2524 Skyline Dr, Lemon Grove, CA 92945 Their sole income is a portion of dues paid from their members, which is returned to the chapters for the benefit of the members. Their financial information is consolidated into this LM2.

Question 12: Lindquist CPAs LLP 5000 Executive Pkwy San Ramon, CA 94583

Schedule 13, Row1:

Schedule 13, Row1:Regular full paying members, full voting rights

Schedule 13, Row1:

Schedule 13, Row1::::

Schedule 13, Row2:

Schedule 13, Row2:Partial paying members, no voting rights

Schedule 13, Row2:

Schedule 13, Row2::::

Schedule 13, Row3:

Schedule 13, Row3:Associate members pay a small fee and have no voting rights. They are not considered members.

Schedule 13, Row3:

Schedule 13, Row3::::
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)