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
544-309
2. PERIOD COVERED
From07/01/2019
Through06/30/2020
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
NATIONAL NURSES UNITED
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
DONALD
 Last Name
NIELSEN
P.O Box - Building and Room Number

Number and Street
155 GRAND AVENUE, SUITE 100
City
OAKLAND
State
CA		 ZIP Code + 4
946123721


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


Yes

Each of the undersigned, duly authorized officers of the above labor organization, declares, under penalty of perjury and other applicable penalties of law, that all of the information submitted in this report (including information contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned individual's knowledge and belief, true, correct and complete (See Section V on penalties in the instructions.)
70. SIGNED:Jean RossPRESIDENT71. SIGNED:Martha L KuhlTREASURER
Date:Sep 28, 2020Telephone Number:952-484-2097Date:Sep 28, 2020Telephone Number:510-273-2200
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 544-309
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?No
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?No
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?05/2021
20. How many members did the labor organization have at the end of the reporting period?133,392
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees6.92permonth6.926.92
(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: 544-309

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $33,550,012$35,625,091
23. Accounts Receivable1$941,477$947,727
24. Loans Receivable2$0
25. U.S. Treasury Securities $0$0
26. Investments5$0
27. Fixed Assets6$186,716$122,220
28. Other Assets7$28,345$50,000
29. TOTAL ASSETS $34,706,550$36,745,038

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$483,230$197,997
31. Loans Payable9$0
32. Mortgages Payable $0$0
33. Other Liabilities10$1,450,032$1,077,875
34. TOTAL LIABILITIES $1,933,262$1,275,872
35. NET ASSETS$32,773,288$35,469,166
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 544-309

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $34,440
37. Per Capita Tax $10,905,201
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $328,801
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 $0
48. Other Receipts14$39,038
49. TOTAL RECEIPTS $11,307,480
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$1,908,283
51. Political Activities and Lobbying16$1,227,061
52. Contributions, Gifts, and Grants17$362,222
53. General Overhead18$2,721,143
54. Union Administration19$145,003
55. Benefits20$1,544,103
56. Per Capita Tax $1,137,862
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4
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 $186,724
  
66. Subtotal $9,232,401
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$578,779  
  67b. Less Total Disbursed$578,779  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $9,232,401
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 544-309

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$947,727   
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $947,727$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 544-309

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: 544-309

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: 544-309

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$0$0$0
 Less Reinvestments 
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases 
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 544-309

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: 544-309

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$371,628$249,408$122,220$122,220
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $371,628$249,408$122,220$122,220
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 544-309

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $50,000
Prepaid Expenses$50,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 544-309

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$197,997$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $197,997$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 544-309

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: 544-309

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $1,077,875
Accrued Expenses$39,000
Due to CNA/NNOC$363,649
Accrued Vacation/Sick/Holiday$675,226
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 544-309

(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 		Burger ,  Deborah   A
Co-President
C		$50,363$0$2,327$52,690
I
Schedule 15
Representational Activities 		84 % Schedule 16
Political Activities and Lobbying 		6 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		6 % Schedule 19
Administration 		4 %
A
B
C 		Chuu ,  Fong  
Vice President
C		$388$0$973$1,361
I
Schedule 15
Representational Activities 		68 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		32 %
A
B
C 		Cortez ,  Zenaida  
Vice President
C		$20,687$0$854$21,541
I
Schedule 15
Representational Activities 		93 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		7 %
A
B
C 		Dennis ,  Kathy  
Vice President
C		$0$0$46$46
I
Schedule 15
Representational Activities 		23 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		77 %
A
B
C 		Donohue ,  Kathleen  
Vice President
C		$0$0$679$679
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 		Engeldorf ,  Bernadine  
Vice President
C		$0$0$500$500
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Giles ,  Coralie  
Vice President
C		$1,277$0$105$1,382
I
Schedule 15
Representational Activities 		86 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		14 %
A
B
C 		Jackson ,  Michael  
Vice President
C		$0$0$107$107
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 		Kennedy ,  Catherine  
Vice President
C		$336$0$10$346
I
Schedule 15
Representational Activities 		92 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		8 %
A
B
C 		Kuhl ,  Martha   L
Secretary-Treasurer
C		$120$0$0$120
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 		Lee ,  Marissa  
Vice President
C		$486$0$249$735
I
Schedule 15
Representational Activities 		91 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		9 %
A
B
C 		Matzke ,  Candy   L
Vice President
C		$0$0$1,267$1,267
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 		Reding ,  Sandra  
Vice President
C		$81$0$89$170
I
Schedule 15
Representational Activities 		7 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		93 %
A
B
C 		Roemer ,  Katy  
Vice President
C		$4,646$0$0$4,646
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		1 %
A
B
C 		Ross ,  Jean  
Co-President
C		$72,164$0$0$72,164
I
Schedule 15
Representational Activities 		73 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		27 %
A
B
C 		Sandoval ,  Jane   C
Vice President
C		$0$0$0$0
I
Schedule 15
Representational Activities 		78 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		22 %
A
B
C 		Shanks ,  Margaret  
Vice President
C		$0$0$0$0
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 		Tayag ,  Dahlia  
Vice President
C		$293$0$397$690
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		1 %
A
B
C 		Westmoreland ,  Irma   I
Vice President
C		$0$0$365$365
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$150,841$0$7,968$0$158,809
Less Deductions    $51,559
Net Disbursements    $107,250
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 544-309

(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 		Gallagher ,  William  
Labor Rep
None		$61,681$129$0$61,810
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		30 % Schedule 19
Administration 		0 %
A
B
C 		Sequeira ,  Amirah   N
Lead Legislative Advocate
None		$106,193$720$3,179$110,092
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		100 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Johnson ,  David  
National Field Director
None		$60,059$368$2,900$63,327
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		5 %
A
B
C 		Kim ,  Phillip   J
Community Organizer
None		$34,560$588$2,340$37,488
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		30 % Schedule 19
Administration 		0 %
A
B
C 		Brann ,  Michael   J
Community Organizer
None		$37,993$588$1,631$40,212
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		30 % Schedule 19
Administration 		0 %
A
B
C 		Lopez ,  Maria   D
Community Organizer
None		$40,092$588$1,491$42,171
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		30 % Schedule 19
Administration 		0 %
A
B
C 		Cotterill ,  Maximilian   W
Community Organizer
None		$38,893$588$1,447$40,928
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		30 % Schedule 19
Administration 		0 %
A
B
C 		Nielsen ,  Donald  
Chief Operating Officer
None		$24,270$147$1,402$25,819
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		5 %
A
B
C 		Suhaimi ,  Nadirah  
Asst. to Executive Dir
None		$40,189$0$1,340$41,529
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		95 % Schedule 19
Administration 		5 %
A
B
C 		Coogan-Gehr ,  Kelly  
Asst Dir of Pub Comm Adv
None		$58,390$588$1,112$60,090
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		30 % Schedule 19
Administration 		0 %
A
B
C 		Griffing ,  Michael  
Dir Coll. Bargaining.
None		$20,468$0$1,073$21,541
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		Fairall ,  Nicole   M
Community Organizer
None		$38,554$588$1,060$40,202
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		30 % Schedule 19
Administration 		0 %
A
B
C 		Skolnick ,  Ryan  
Community Organizer
None		$32,566$588$768$33,922
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		30 % Schedule 19
Administration 		0 %
A
B
C 		Zinn ,  Kenneth  
National Political Dir
None		$41,190$294$731$42,215
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		60 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Nielsen ,  Christopher  
Educator Lead
None		$27,434$294$679$28,407
I
Schedule 15
Representational Activities 		60 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		40 % Schedule 19
Administration 		0 %
A
B
C 		Brogan ,  Gerard  
Dir Nursing Practice
None		$35,819$294$669$36,782
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		0 %
A
B
C 		Burnside ,  Kristina   S
Educator
None		$20,818$294$634$21,746
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		60 % Schedule 19
Administration 		0 %
A
B
C 		Igoe ,  Carol   A
Legal Counsel
None		$15,913$147$629$16,689
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 		Mohamadi ,  Omid  
Educator
None		$20,044$294$467$20,805
I
Schedule 15
Representational Activities 		60 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		40 % Schedule 19
Administration 		0 %
A
B
C 		Godfrey ,  Eleanor  
Dir, RNRN Health Safety
None		$36,530$294$453$37,277
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		40 % Schedule 19
Administration 		0 %
A
B
C 		Miller ,  Holly   L
Chief Policy Director
None		$40,927$294$431$41,652
I
Schedule 15
Representational Activities 		30 % Schedule 16
Political Activities and Lobbying 		40 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		20 % Schedule 19
Administration 		10 %
A
B
C 		Eldred ,  Anne Olivia  
Community Organizer
None		$31,428$172$428$32,028
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		30 % Schedule 19
Administration 		0 %
A
B
C 		Thomason ,  Jane   K
Lead Industrial Hygienist
None		$10,828$147$401$11,376
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		0 %
A
B
C 		Hoechst ,  Heidi  
Educator Lead
None		$25,118$294$313$25,725
I
Schedule 15
Representational Activities 		60 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		40 % Schedule 19
Administration 		0 %
A
B
C 		Luppert ,  Pauline  
Video Producer
None		$21,721$144$310$22,175
I
Schedule 15
Representational Activities 		60 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		30 % Schedule 19
Administration 		0 %
A
B
C 		Choi ,  Kristy  
Video Producer
None		$13,904$114$297$14,315
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		55 % Schedule 19
Administration 		15 %
A
B
C 		Castillo ,  Bonnie  
Executive Director
None		$73,517$368$257$74,142
I
Schedule 15
Representational Activities 		60 % Schedule 16
Political Activities and Lobbying 		20 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		20 %
A
B
C 		Higgs ,  Jaclyn  
Graphics Specialist Lead
None		$34,051$144$246$34,441
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		0 %
A
B
C 		Nabors ,  Elise   A
Asst Dir of Communication
None		$24,415$0$226$24,641
I
Schedule 15
Representational Activities 		35 % Schedule 16
Political Activities and Lobbying 		35 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		30 % Schedule 19
Administration 		0 %
A
B
C 		Roberson ,  Stephanie  
Director Govt. Relations
None		$18,784$147$219$19,150
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		40 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		20 %
A
B
C 		Mahon ,  Michelle  
Asst Dir Nursing Practice
None		$33,328$294$202$33,824
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		5 %
A
B
C 		Wong-Chen ,  Edgar  
Researcher
None		$30,898$144$165$31,207
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		20 % Schedule 19
Administration 		0 %
A
B
C 		Hartwich ,  Korey  
Political Organizer
None		$14,639$72$150$14,861
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		100 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Navarro ,  Jennifer  
Executive Assistant
None		$23,253$0$149$23,402
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		60 % Schedule 19
Administration 		40 %
A
B
C 		Dryden ,  Zachary  
Lead Social Media SPC
None		$19,838$144$138$20,120
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		55 % Schedule 19
Administration 		15 %
A
B
C 		Ratke ,  Christopher  
LegislativePolitical Asst
None		$14,660$0$121$14,781
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		40 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		60 % Schedule 19
Administration 		0 %
A
B
C 		Grubb ,  Alice  
RNRN Coordinator
None		$31,828$294$111$32,233
I
Schedule 15
Representational Activities 		35 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		65 % Schedule 19
Administration 		0 %
A
B
C 		Cecile ,  Sarah  
Director Communications
None		$32,453$294$100$32,847
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		60 % Schedule 19
Administration 		0 %
A
B
C 		Dhaliwal ,  Pawanpreet  
Legal Counsel
None		$10,534$147$100$10,781
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 		Newell Taylor ,  Alexandra   N
Comm Organizer Casual
None		$28,600$0$95$28,695
I
Schedule 15
Representational Activities 		30 % Schedule 16
Political Activities and Lobbying 		40 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		30 % Schedule 19
Administration 		0 %
A
B
C 		Ontiveros ,  Isaac  
Educator
None		$18,193$282$78$18,553
I
Schedule 15
Representational Activities 		60 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		40 % Schedule 19
Administration 		0 %
A
B
C 		Hwang ,  Lucia  
Lead Comm Specialist
None		$34,042$144$77$34,263
I
Schedule 15
Representational Activities 		45 % Schedule 16
Political Activities and Lobbying 		35 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		20 % Schedule 19
Administration 		0 %
A
B
C 		Torres-Lopez ,  Maria  
Comm Organizer Casual
None		$31,200$0$72$31,272
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		30 % Schedule 19
Administration 		0 %
A
B
C 		Schiavo ,  Pilar  
Field Campaign Coord
None		$16,211$147$68$16,426
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		80 % Schedule 19
Administration 		0 %
A
B
C 		Oshiro ,  Cherilyn  
Graphics Specialist
None		$30,898$144$65$31,107
I
Schedule 15
Representational Activities 		60 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		30 % Schedule 19
Administration 		0 %
A
B
C 		Clemenzi-Allen ,  Ariel  
Social Media Specialist
None		$12,910$72$65$13,047
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		55 % Schedule 19
Administration 		15 %
A
B
C 		Holmes ,  Guy   D
Research Analyst
None		$32,421$144$64$32,629
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		20 % Schedule 19
Administration 		0 %
A
B
C 		Rabourn ,  Michael  
Researcher Lead
None		$31,546$144$64$31,754
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		20 % Schedule 19
Administration 		0 %
A
B
C 		Gonzalez ,  Valerie  
Secretary
None		$19,913$0$57$19,970
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 %
A
B
C 		Gonzalez ,  Susanna  
Administrative Assistant
None		$15,699$147$55$15,901
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 %
A
B
C 		Wartenberg ,  Julia  
Educator
None		$26,229$270$50$26,549
I
Schedule 15
Representational Activities 		60 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		40 % Schedule 19
Administration 		0 %
A
B
C 		Berger ,  Rachel   L
Communications Specialist
None		$22,939$144$50$23,133
I
Schedule 15
Representational Activities 		70 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		28 % Schedule 19
Administration 		0 %
A
B
C 		Reyes ,  Kristine   B
Secretary
None		$16,977$0$50$17,027
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 		Jones ,  Kari  
Communications Specialist
None		$25,220$144$47$25,411
I
Schedule 15
Representational Activities 		70 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		28 % Schedule 19
Administration 		0 %
A
B
C 		Idelson ,  Charles  
Senior Comm Advisor
None		$21,621$147$44$21,812
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		50 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		20 % Schedule 19
Administration 		10 %
A
B
C 		Villavlcek ,  Marie  
Director of Operations
None		$12,576$0$41$12,617
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 		Verinakis ,  Theofanis  
Research Analyst
None		$24,620$144$38$24,802
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		20 % Schedule 19
Administration 		0 %
A
B
C 		Montalvo ,  Kel  
Educator
None		$9,843$147$38$10,028
I
Schedule 15
Representational Activities 		60 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		40 % Schedule 19
Administration 		0 %
A
B
C 		Maple ,  Sarah  
Online Content Editor
None		$24,062$144$34$24,240
I
Schedule 15
Representational Activities 		60 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		30 % Schedule 19
Administration 		0 %
A
B
C 		Comsti ,  Carmen  
Regulatory Policy Spec
None		$24,062$144$30$24,236
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		20 % Schedule 19
Administration 		0 %
A
B
C 		Yuen ,  Terry   S
Accounting Manager
None		$10,316$72$29$10,417
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 		Yan ,  Katherine  
Accounting Manager
None		$10,316$72$24$10,412
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 		Chen ,  Limin  
Payroll Manager
None		$12,804$72$22$12,898
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 		Gerometta ,  Michael  
Communications Assistant
None		$21,959$0$18$21,977
I
Schedule 15
Representational Activities 		60 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		40 % Schedule 19
Administration 		0 %
A
B
C 		Wallner ,  Martha   E
Communications Specialist
None		$19,919$96$17$20,032
I
Schedule 15
Representational Activities 		70 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		28 % Schedule 19
Administration 		0 %
A
B
C 		Johnson ,  Nathaniel  
Research Analyst
None		$15,449$72$13$15,534
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		20 % Schedule 19
Administration 		0 %
A
B
C 		Craven-Neeley ,  Robert   E
Legal Secretary
None		$12,710$0$13$12,723
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 		Berul ,  Micah  
Legal Counsel
None		$16,500$147$12$16,659
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 		Kipp ,  Finley  
Graphics Specialist
None		$13,184$90$8$13,282
I
Schedule 15
Representational Activities 		60 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		0 %
A
B
C 		Kang ,  Alyssa  
Community Organizer
None		$86,114$588$0$86,702
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		30 % Schedule 19
Administration 		0 %
A
B
C 		Johnston ,  Daniel  
Director RE
None		$59,934$441$0$60,375
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		15 % Schedule 19
Administration 		0 %
A
B
C 		Jackson-Brown ,  Jennifer  
File Clerk, Legal Dept
None		$51,611$0$0$51,611
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 		Ruddy ,  Jasmine   M
Campaign Lead
None		$42,430$588$0$43,018
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		30 % Schedule 19
Administration 		0 %
A
B
C 		Daro ,  Nicole  
Legal Director
None		$34,076$294$0$34,370
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 		Keyes ,  Thaddeus   S
Graphics Specialist
None		$32,421$144$0$32,565
I
Schedule 15
Representational Activities 		60 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		0 %
A
B
C 		Lanham ,  Corey  
Eastern Director
None		$19,811$147$0$19,958
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		5 %
A
B
C 		Adams ,  Ifeoma  
Controller
None		$17,158$72$0$17,230
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 		Larkin ,  Wendy  
Human Resources Manager
None		$13,174$72$0$13,246
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 		Mierow ,  Kenneth   E
Compliance Manager
None		$12,804$72$0$12,876
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 		Ibanez ,  Sheila  
Administrative Assistant
None		$10,896$0$0$10,896
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		95 % Schedule 19
Administration 		5 %
A
B
C 		Donahue ,  Andrew  
Web Designer/Editor
None		$10,350$54$0$10,404
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		55 % Schedule 19
Administration 		15 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$239,697$164$3,425$243,286
I Schedule 15
Representational Activities 		33 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		63 % Schedule 19
Administration 		2 %
Total Employee Disbursements$2,541,195$16,369$33,132$0$2,590,696
Less Deductions    $527,220
Net Disbursements    $2,063,476
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 544-309

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 133,392 
Agency Fee Payers*0
Total Members/Fee Payers133,392 
*Agency Fee Payers are not considered members of the labor organization.
Affiliate members133,392Yes
Direct Members0No
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 544-309

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$21,483
2. Named Payer Non-itemized Receipts$13,484
3. All Other Receipts$4,071
4. Total Receipts$39,038
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$342,244
2. Named Payee Non-itemized Disbursements$3,309
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$16,669
6. Total Disbursements$362,222
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$481,799
2. Named Payee Non-itemized Disbursements$22,480
3. To Officers$126,166
4. To Employees$1,267,364
5. All Other Disbursements$10,474
6. Total Disbursements$1,908,283
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$1,681,124
2. Named Payee Non-itemized Disbursements$156,138
3. To Officers$3,161
4. To Employees$814,185
5. All Other Disbursements$66,535
6. Total Disbursements$2,721,143
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$734,554
2. Named Payee Non-itemized Disbursements$21,101
3. To Officers$3,161
4. To Employees$449,313
5. All Other Disbursements$18,932
6. Total Disbursements$1,227,061
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$31,862
2. Named Payee Non-itemized Disbursements$20,114
3. To Officers$26,321
4. To Employees$59,835
5. All Other Disbursements$6,871
6. Total Disbursements$145,003
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 544-309

Name and Address
(A)
AFL-CIO

815 Sixteenth Street, NW
Washington
DC
20006
Type or Classification
(B)
Labor Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$21,483
Total Non-Itemized Transactions with this Payee/Payer$13,484
Total of All Transactions with this Payee/Payer for This Schedule$34,967
Royalty Program07/18/2019$7,445
Royalty Program10/21/2019$7,267
Royalty Program01/28/2020$6,771
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 544-309

Name and Address
(A)
Autumn Press

945 Camelia St
Berkeley
CA
94710
Type or Classification
(B)
Printing and Publishing House
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$333,006
Total Non-Itemized Transactions with this Payee/Payer$11,280
Total of All Transactions with this Payee/Payer for This Schedule$344,286
Printed Materials09/06/2019$12,701
Printed Materials08/22/2019$41,514
Printed Materials09/06/2019$46,610
Printed Materials04/30/2020$57,203
Printed Materials12/06/2019$69,073
Printed Materials02/06/2020$105,905
Name and Address
(A)
Jonathan Wieder

1407 Cornell Avenue
Berkeley
CA
94702
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$11,200
Total of All Transactions with this Payee/Payer for This Schedule$11,200
Name and Address
(A)
MVP PROTECTIVE SERVICES

5211 AUTH ROAD, SUITE 101
CAMP SPRINGS
MD
20746
Type or Classification
(B)
Professional Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$16,276
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$16,276
Professional Services07/12/2019$16,276
Name and Address
(A)
Postal Systems Inc.

1568 Cherrywood Dr.
San Mateo
CA
94403
Type or Classification
(B)
Mailing house
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$132,517
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$132,517
Mailing08/08/2019$22,863
Mailing09/19/2019$23,356
Mailing12/19/2019$24,163
Mailing04/23/2020$29,785
Mailing01/30/2020$32,350
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 544-309

Name and Address
(A)
BOBBY VAN'S STEAKHOUSE

809 15TH ST NW
WASHINGTON
DC
20005-2203
Type or Classification
(B)
Catering/Restaurant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,221
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,221
Meals12/12/2019$5,221
Name and Address
(A)
HAY-ADAMS HOTEL

800 16TH ST NW
WASHINGTON
DC
20006-4168
Type or Classification
(B)
Hotel/Accomodation/Venue/Facility
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$51,531
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$51,531
Facilities/Lodging12/12/2019$7,283
Facilities/Lodging11/12/2019$22,124
Facilities/Lodging11/12/2019$22,124
Name and Address
(A)
MNNA-Minnesota Nurses Association

345 Randolph Ave, Ste 200
St Paul
MN
55102
Type or Classification
(B)
Labor Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,500
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$7,500
Electoral Program01/09/2020$7,500
Name and Address
(A)
NNU PAC Fund for Patient Protection

888 16th St NW Suite 640
Washington
DC
20006
Type or Classification
(B)
Political Action Committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$140,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$140,000
Contribution11/19/2019$30,000
Contribution03/05/2020$50,000
Contribution11/25/2019$60,000
Name and Address
(A)
Public Affairs Support Services, Inc.

1950 Roland Clarke Pl #300
Reston
VA
20191
Type or Classification
(B)
Political Action Committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$30,302
Total Non-Itemized Transactions with this Payee/Payer$15,262
Total of All Transactions with this Payee/Payer for This Schedule$45,564
Professional Services06/04/2020$5,397
Professional Services03/05/2020$5,530
Professional Services11/26/2019$9,419
Professional Services10/03/2019$9,956
Name and Address
(A)
UNITED AIRLINES, INC.

PO Box 66100
Chicago
IL
60666
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$5,839
Total of All Transactions with this Payee/Payer for This Schedule$5,839
Name and Address
(A)
Vote Nurses Values PAC

555 Capitol Mall
Sacramento
CA
95814
Type or Classification
(B)
Political Action Committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$500,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$500,000
Contribution03/23/2020$500,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 544-309

Name and Address
(A)
Filipino Nurses United

43 Jaime Cardinal Sin Bldg
Manila
00
0
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$0
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution09/10/2019$5,000
Name and Address
(A)
Healthcare NOW!

9A Hamilton Pl.
Boston
MA
02108
Type or Classification
(B)
Non-Profit Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$20,000
Contribution02/27/2020$20,000
Name and Address
(A)
Labor Campaign for Single Payer Healthcare

P.O. Box 34262
Washington
DC
20043
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$0
Total of All Transactions with this Payee/Payer for This Schedule$10,000
Contribution02/27/2020$10,000
Name and Address
(A)
Pension Rights Center

1730 M Street, NW Ste 1000
Washington
DC
20036
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$0
Total of All Transactions with this Payee/Payer for This Schedule$10,000
Contribution10/31/2019$10,000
Name and Address
(A)
Progressive Democrats of America

P.O. Box 150064
Grand Rapids
MI
49515-0064
Type or Classification
(B)
Non-Profit Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$65,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$65,000
Contribution08/30/2019$5,000
Contribution09/25/2019$5,000
Contribution10/24/2019$5,000
Contribution11/21/2019$5,000
Contribution12/19/2019$5,000
Contribution01/30/2020$5,000
Contribution02/27/2020$5,000
Contribution03/26/2020$5,000
Contribution04/23/2020$5,000
Contribution05/28/2020$5,000
Contribution06/25/2020$5,000
Contribution07/26/2019$10,000
Name and Address
(A)
Rutgers University

620 George St.
New Brunswick
NJ
08901
Type or Classification
(B)
University
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$137,869
Total Non-Itemized Transactions with this Payee/Payer$3,309
Total of All Transactions with this Payee/Payer for This Schedule$141,178
Contribution10/31/2019$66,170
Contribution06/04/2020$71,699
Name and Address
(A)
Samahang Operasyong Sagip, Inc

#8 Mines Street
Quezon City
00
00000
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$0
Total of All Transactions with this Payee/Payer for This Schedule$10,000
Contribution01/30/2020$10,000
Name and Address
(A)
The World Transformed (TWT)

River Street
Windsor
00
0
Type or Classification
(B)
Non-Profit Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$25,000
Contribution07/23/2019$25,000
Name and Address
(A)
U.S. Labor Against the War

1718 M Street, NW #153
Washington
DC
20036
Type or Classification
(B)
Non-Profit Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,375
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$9,375
Contribution06/25/2020$9,375
Name and Address
(A)
UNITE HERE Education and Support Fund

275 Seventh Ave, 16th Flr
New York
NY
10001
Type or Classification
(B)
Non-Profit Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$50,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$50,000
Contribution06/11/2020$50,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 544-309

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

815-16th Street, NW
Washington
DC
20006
Type or Classification
(B)
National Labor Org
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$21,494
Total of All Transactions with this Payee/Payer for This Schedule$21,494
Name and Address
(A)
American Language Services

1849 SAWTELLE BLVD # 600
Los Angeles
CA
90025
Type or Classification
(B)
Professional Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$6,482
Total of All Transactions with this Payee/Payer for This Schedule$6,482
Name and Address
(A)
AMERICAN AIRLINES INC.

2500 Victory Ave.
Dallas
TX
75201
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$12,229
Total of All Transactions with this Payee/Payer for This Schedule$12,229
Name and Address
(A)
AT&T

12525 CINGULAR WAY 3155H
ALPHARETTA
GA
30004
Type or Classification
(B)
Telecom
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$13,963
Total of All Transactions with this Payee/Payer for This Schedule$13,963
Name and Address
(A)
Autumn Press

945 Camelia St
Berkeley
CA
94710
Type or Classification
(B)
Printing and Publishing House
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$100,668
Total Non-Itemized Transactions with this Payee/Payer$2,157
Total of All Transactions with this Payee/Payer for This Schedule$102,825
Printed Materials08/22/2019$13,047
Printed Materials09/06/2019$14,649
Printed Materials04/30/2020$17,978
Printed Materials12/06/2019$21,709
Printed Materials02/06/2020$33,285
Name and Address
(A)
CNA/NNOC

155 Grand Avenue
Oakland
CA
94612
Type or Classification
(B)
Labor Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$1,193,667
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$1,193,667
Overhead Charge06/11/2020$75,000
Overhead Charge03/25/2020$75,000
Overhead Charge03/25/2020$75,000
Overhead Charge06/11/2020$75,000
Overhead Charge03/25/2020$75,000
Overhead Charge06/11/2020$75,000
Overhead Charge09/27/2019$75,000
Overhead Charge09/27/2019$75,000
Overhead Charge12/19/2019$75,000
Overhead Charge09/27/2019$75,000
Overhead Charge12/19/2019$75,000
Overhead Charge12/19/2019$75,000
Overhead Charge08/15/2019$97,889
Overhead Charge08/15/2019$97,889
Overhead Charge08/15/2019$97,889
Name and Address
(A)
DELTA AIR LINES INC.

PO Box 20706
Atlanta
GA
30320
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$11,273
Total of All Transactions with this Payee/Payer for This Schedule$11,273
Name and Address
(A)
eLead Resources, Inc.

125 S. Clark
Chicago
IL
60603
Type or Classification
(B)
Merchandise & Printing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$24,848
Total of All Transactions with this Payee/Payer for This Schedule$24,848
Name and Address
(A)
GS Property 8455 LLC

PO Box 830677, MSC #813
Birmingham
AL
35283
Type or Classification
(B)
Landlord/Rental
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$245,566
Total Non-Itemized Transactions with this Payee/Payer$7,807
Total of All Transactions with this Payee/Payer for This Schedule$253,373
Rent07/26/2019$18,077
Rent11/21/2019$18,077
Rent12/19/2019$18,077
Rent10/24/2019$18,077
Rent09/25/2019$18,077
Rent08/30/2019$18,077
Rent03/26/2020$18,159
Rent01/30/2020$18,159
Rent06/25/2020$18,159
Rent05/28/2020$18,159
Rent02/27/2020$18,159
Rent04/23/2020$18,159
Rent09/25/2019$28,150
Name and Address
(A)
Hub International Ins. Services, Inc.

3000 Executive Pkwy #300
San Ramon
CA
94583-4254
Type or Classification
(B)
Insurance Brokers
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$60,475
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$60,475
Insurance07/17/2019$60,475
Name and Address
(A)
IMPARK

510 WALNUT ST
PHILADELPHIA
PA
19106-3623
Type or Classification
(B)
Parking Facility
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$16,234
Total of All Transactions with this Payee/Payer for This Schedule$16,234
Name and Address
(A)
Postal Systems Inc.

1568 Cherrywood Dr.
San Mateo
CA
94403
Type or Classification
(B)
Mailing house
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$41,648
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$41,648
Mailing08/08/2019$7,186
Mailing09/19/2019$7,340
Mailing12/19/2019$7,594
Mailing04/23/2020$9,361
Mailing01/30/2020$10,167
Name and Address
(A)
RINA Acountancy Corporation

475 - 14th Street Ste 1200
Oakland
CA
94612
Type or Classification
(B)
Audit and accounting services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,000
Total Non-Itemized Transactions with this Payee/Payer$6,500
Total of All Transactions with this Payee/Payer for This Schedule$31,500
Professional Services12/12/2019$10,000
Professional Services11/21/2019$15,000
Name and Address
(A)
The Soft Edge, Inc.

P.O. Box 460
Mclean
VA
22101-0460
Type or Classification
(B)
Research Database Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,100
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$14,100
Professional Services04/02/2020$14,100
Name and Address
(A)
TIAA Commercial Finance, Inc.

P.O. Box 911608
Denver
CO
80291-1608
Type or Classification
(B)
Bank and Financial Institution
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$20,496
Total of All Transactions with this Payee/Payer for This Schedule$20,496
Name and Address
(A)
TuriTours, SRL

Calle Juan Grazo 14
Santa Domingo
00
00000
Type or Classification
(B)
Travel Agency
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,656
Total of All Transactions with this Payee/Payer for This Schedule$6,656
Name and Address
(A)
UNITED AIRLINES, INC.

PO Box 66100
Chicago
IL
60666
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$5,999
Total of All Transactions with this Payee/Payer for This Schedule$5,999
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 544-309

Name and Address
(A)
Autumn Press

945 Camelia St
Berkeley
CA
94710
Type or Classification
(B)
Printing and Publishing House
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$31,862
Total Non-Itemized Transactions with this Payee/Payer$4,969
Total of All Transactions with this Payee/Payer for This Schedule$36,831
Printed Materials09/06/2019$5,327
Printed Materials04/30/2020$6,538
Printed Materials12/06/2019$7,894
Printed Materials02/06/2020$12,103
Name and Address
(A)
Postal Systems Inc.

1568 Cherrywood Dr.
San Mateo
CA
94403
Type or Classification
(B)
Mailing house
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$15,145
Total of All Transactions with this Payee/Payer for This Schedule$15,145
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 544-309

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$1,544,103
ADP-FeesADP-Fees$28,297
ADP-TaxesADP-Taxes$235,248
Premiums/FeesAetna$359,022
Premiums/FeesAmeritas Life Insurance Corp$578
Premiums/FeesCNA Benefit Trust$12,364
Premiums/FeesFinancial Management Trust-DeltaDental$74,279
Premiums/FeesKaiser Foundation Health Plan$341,037
Premiums/FeesLifeworks US Inc$469
Reimbursement - benefitsMNNA-Minnesota Nurses Association$40,020
Pension ContributionSteelworkers Pension Trust$398,925
Premiums/FeesTravelers Indemnity Company$30,122
Premiums/FeesUSI Insurance Services$21,383
Premiums/FeesVision Service Plan$2,359
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 544-309


Question 11(a):

Question 11(a): National Nurses United Fund for a Healthy America. FEC C011446237 National Nurses United for Patient Protection, FEC C000490375

Question 12: An outside CPA firm, RINA Accountancy Corp., 150 Post Street, Suite 200, San Francisco, CA 94108

Schedule 13, Row1:

Schedule 13, Row1:An affiliate member is a direct member of an affiliated organization.

Schedule 13, Row1:

Schedule 13, Row1::::::::

Schedule 13, Row2:

Schedule 13, Row2:Direct members pay full dues. At 6/30/2020, there were no direct members.

Schedule 13, Row2:

Schedule 13, Row2:::::::

General Information: IMPORTANT PUBLIC NOTICE: LIMITED AND RESTRICTED USE OF REPORTED INFORMATION As a labor organization under the LMRDA (29 USC Sec. 402(i)), NNU must: file annually with the Secretary a financial report signed by its president and treasurer or corresponding principal officers containing the following information in such detail as may be necessary accurately to disclose its financial condition and operations for its preceding fiscal year (1) assets and liabilities at the beginning and end of the fiscal year; (2) receipts of any kind and the sources thereof; (3) salary, allowances, and other direct or indirect disbursements (including reimbursed expenses) to each officer and also to each employee who, during such fiscal year, received more than $ 10, 000 in the aggregate from such labor organization and any other labor organization affiliated with it or with which it is affiliated, or which is affiliated with the same national or international labor organization; (4) direct and indirect loans made to any officer, employee, or member, which aggregated more than $ 250 during the fiscal year, together with a statement of the purpose, security, if any, and arrangements for repayment; (5) direct and indirect loans to any business enterprise, together with a statement of the purpose, security, if any, and arrangements for repayment; and (6) other disbursements made by it including the purposes thereof; all in such categories as the Secretary may prescribe. (29 USC Sec. 431(b).) The principal officers of the labor organization required to sign Form LM-2 are personally responsible for its filing and accuracy. These officers are subject to civil prosecution and criminal penalties for violations of the LMRDA reporting and disclosure requirements. (See, e.g., 29 USC Sec. 440) In performing the labor organization reporting and disclosure obligations imposed by LMRDA Sec. 431, labor organization officers, representatives, employees and others are also subject to the strict fiduciary obligations imposed by section 501 of the LMRDA, 29 USC Sec. 501. Although NNU is subject to a variety of reporting and disclosure requirements under federal, state and local laws, the LMRDA reporting and disclosure obligations of 29 USC Sec. 431 are the most fundamental, comprehensive, exacting and directly related to the authorized purposes and operations of a "labor organization" under law. The Department of Labor is the federal agency with exclusive authority to promulgate regulations, interpret the LMRDA (inc. Title II) and enforce statutory and regulatory developed and organized its financial data based on DOL LM-2 reporting methods, definitions, and regulatory standards. Since 2003, the FORM LM-2 has required reporting of certain expenditure information on a cash basis according to the following classifications, which the Department of Labor (DOL) has designated as "functional categories": (1) representational activities; (2) political activities; (3) contributions, gifts and grants; (4) general overhead; and (5) union administration. These categories were established independently by the DOL without regard for similar categories of labor organization information disclosure required by other federal, state and local agencies, private organizations, trade associations, and decisional law. The DOL developed these information disclosure categories for its own purposes in administering the LMRDA, and not for any other purpose. The information provided on this FORM LM-2 and the manner of its presentation, including allocations of activity and expense among the "functional categories" required by the LM-2 reporting requirements has been provided in good faith for the purposes of LM-2 reporting and in reliance on DOL instructions and assurances that the current FORM LM-2 disclosures are not intended and not appropriate for use in determining labor organization compliance with other statutes, regulations, or rules of decisional law concerning disclosures of labor organization information to members, nonmembers, or to the general public. Agency promulgations, interpretations and applications, or common law impositions of labor organization methods of financial information organization, management and retention, or reporting and disclosure which conflict with these LM-2 requirements are preempted by 29 USC Sec. 431 and DOL implementing regulations.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)