542-923 (LM2) 09/30/2020

U.S. Department of Labor
Office of Labor-Management Standards
Washington, DC 20210

FORM LM-2 LABOR ORGANIZATION ANNUAL REPORT

Form Approved
Office of Management and Budget
No. 1245-0003
Expires: 09-30-2021

MUST BE USED BY LABOR ORGANIZATIONS WITH $250,000 OR MORE IN TOTAL ANNUAL RECEIPTS AND LABOR ORGANIZATIONS IN TRUSTEESHIP

This report is mandatory under P.L. 86-257, as amended. Failure to comply may result in criminal prosecution, fines, or civil penalties as provided by 29 U.S.C. 439 or 440.

READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.

For Official Use Only

1. FILE NUMBER
542-923

2. PERIOD COVERED
From	10/01/2019
Through	09/30/2020

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 SERVICE EMPLOYEES
5. DESIGNATION (Local, Lodge, etc.) LOCAL UNION	6. DESIGNATION NBR 500
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name PIERANGELI	Last Name MORRISON
P.O Box - Building and Room Number
Number and Street 12 TAFT CT, 2ND FLR
City ROCKVILLE
State MD	ZIP Code + 4 20850

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

Yes

Each of the undersigned, duly authorized officers of the above labor organization, declares, under penalty of perjury and other applicable penalties of law, that all of the information submitted in this report (including information contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned individual's knowledge and belief, true, correct and complete (See Section V on penalties in the instructions.)

70. SIGNED:

PierAngeli Morrison

PRESIDENT

71. SIGNED:

Oriole Saah

TREASURER

Date:

Dec 19, 2020

Telephone Number:

301-740-7100

Date:

Dec 19, 2020

Telephone Number:

301-740-7100

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

ITEMS 10 THROUGH 21

FILE NUMBER: 542-923

10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?	No
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?	Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?	Yes
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?	Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)	No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?	$500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?	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?	Yes
17. Did the labor organization have any contingent liabilities at the end of the reporting period?	Yes
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?	No
19. What is the date of the labor organization's next regular election of officers?	05/2022

20. How many members did the labor organization have at the end of the reporting period?

9,959

21. What are the labor organization's rates of dues and fees?

Rates of Dues and Fees
Dues/Fees	Amount		Unit	Minimum	Maximum
(a) Regular Dues/Fees	$26	per	Paycheck	$240/Year	$520/ Year
(b) Working Dues/Fees	2%	per	Paycheck	2%	2%
(c) Initiation Fees	$20	per	Initial	$$17.80	$20
(d) Transfer Fees	0	per	0	0	0
(e) Work Permits	0	per	0	0	0

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

STATEMENT A - ASSETS AND LIABILITIES

FILE NUMBER: 542-923

ASSETS

ASSETS	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
22. Cash		$1,134,642	$1,963,975
23. Accounts Receivable	1	$194,635	$200,874
24. Loans Receivable	2	$411	$0
25. U.S. Treasury Securities		$0	$0
26. Investments	5	$0	$0
27. Fixed Assets	6	$2,627,644	$2,459,105
28. Other Assets	7	$83,284	$83,321
29. TOTAL ASSETS		$4,040,616	$4,707,275

LIABILITIES

LIABILITIES	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
30. Accounts Payable	8	$217,497	$212,813
31. Loans Payable	9
32. Mortgages Payable		$1,416,705	$1,416,705
33. Other Liabilities	10	$95,609	$124,852
34. TOTAL LIABILITIES		$1,729,811	$1,754,370

35. NET ASSETS

$2,310,805

$2,952,905

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

STATEMENT B - RECEIPTS AND DISBURSEMENTS

FILE NUMBER: 542-923

CASH RECEIPTS	SCH	AMOUNT
36. Dues and Agency Fees		$5,021,762
37. Per Capita Tax		$0
38. Fees, Fines, Assessments, Work Permits		$30,112
39. Sale of Supplies		$3,862
40. Interest		$0
41. Dividends		$0
42. Rents		$48,857
43. Sale of Investments and Fixed Assets	3
44. Loans Obtained	9
45. Repayments of Loans Made	2	$1,947
46. On Behalf of Affiliates for Transmittal to Them		$0
47. From Members for Disbursement on Their Behalf		$63,539
48. Other Receipts	14	$577,779
49. TOTAL RECEIPTS		$5,747,858

CASH DISBURSEMENTS		SCH	AMOUNT
50. Representational Activities		15	$1,367,166
51. Political Activities and Lobbying		16	$122,649
52. Contributions, Gifts, and Grants		17	$5,326
53. General Overhead		18	$1,011,316
54. Union Administration		19	$108,280
55. Benefits		20	$668,059
56. Per Capita Tax			$1,341,182
57. Strike Benefits			$0
58. Fees, Fines, Assessments, etc.			$0
59. Supplies for Resale			$3,578
60. Purchase of Investments and Fixed Assets		4	$51,275
61. Loans Made		2	$1,536
62. Repayment of Loans Obtained		9
63. To Affiliates of Funds Collected on Their Behalf			$0
64. On Behalf of Individual Members			$59,335
65. Direct Taxes			$178,785

66. Subtotal			$4,918,487
67. Withholding Taxes and Payroll Deductions
67a. Total Withheld	$436,867
67b. Less Total Disbursed	$436,905
67c. Total Withheld But Not Disbursed			-$38
68. TOTAL DISBURSEMENTS			$4,918,525

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE

FILE NUMBER: 542-923

Entity or Individual Name (A)	Total Account Receivable (B)	90-180 Days Past Due (C)	180+ Days Past Due (D)	Liquidated Account Receivable (E)
Total of all itemized accounts receivable	$0	$0	$0	$0
Totals from all other accounts receivable	$200,874
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B))	$200,874	$0	$0	$0

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 2 - LOANS RECEIVABLE

FILE NUMBER: 542-923

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A)

Loans
Outstanding at
Start of Period
(B)

Loans Made
During Period
(C)

Repayments Received During Period
Cash (D)(1)	Other Than Cash (D)(2)

Loans
Outstanding at
End of Period
(E)

Total of loans not listed above

Total of all lines above

$411

$1,536

$1,947

Totals will be automatically entered in...

Item 24
Column (A)

Item 61

Item 45

Item 69
with Explanation

Item 24
Column (B)

Name: Seth Dietz (E)
Purpose: Payroll Adv/Car Allw
Security: Payroll Deduction
Terms of Repayment: Next Payrolls

$248

Name: Travis Simon (E)
Purpose: Payroll Adv/Car Allw
Security: Payroll Deduction
Terms of Repayment: Next Payrolls

$163

Name: Christopher Cano (E)
Purpose: Payroll Adv/Car Allw
Security: Payroll Deduction
Terms of Repayment: Next Payrolls

$1,536

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 542-923

Description (if land or buildings, give location) (A)	Cost (B)	Book Value (C)	Gross Sales Price (D)	Amount Received (E)
Total of all lines above	$0	$0	$0	$0

				Less Reinvestments
(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: 542-923

Description (if land or buildings, give location) (A)	Cost (B)	Book Value (C)	Cash Paid (D)
Total of all lines above	$51,275	$51,275	$51,275
Furniture & Equipment	$51,275	$51,275	$51,275

		Less Reinvestments	$0
(The total from Net Purchases Line will be automatically entered in Item 60.)		Net Purchases	$51,275

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 5 - INVESTMENTS

FILE NUMBER: 542-923

Description (A)	Amount (B)
Marketable Securities
A. Total Cost	$0
B. Total Book Value	$0
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.

Other Investments
D. Total Cost	$0
E. Total Book Value	$0
F. List each other investment which has a book value over $5,000 and exceeds 5% of Line E. Also, list each subsidiary for which separate reports are attached.

G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B))

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 6 - FIXED ASSETS

FILE NUMBER: 542-923

Description (A)	Cost or Other Basis (B)	Total Depreciation or Amount Expensed (C)	Book Value (D)	Value (E)
A. Land (give location)	$0		$0	$0

B. Buildings (give location)
Building 1 : 901 Russell Avenue, Gaithersburg, MD	$3,860,141	$1,435,219	$2,424,922	$2,424,922

C. Automobiles and Other Vehicles

D. Office Furniture and Equipment

$874,377

$840,194

$34,183

E. Other Fixed Assets

F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B))

$4,734,518

$2,275,413

$2,459,105

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 7 - OTHER ASSETS

FILE NUMBER: 542-923

Description (A)	Book Value (B)
Total (Total will be automatically entered in Item 28, Column(B))	$83,321
Payroll Liabilities	$83,321

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE

FILE NUMBER: 542-923

Entity or Individual Name (A)	Total Account Payable (B)	90-180 Days Past Due (C)	180+ Days Past Due (D)	Liquidated Account Payable (E)
Total for all itemized accounts payable	$0	$0	$0	$0
Total from all other accounts payable	$212,813	$0	$0	$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D))	$212,813	$0	$0	$0

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 9 - LOANS PAYABLE

FILE NUMBER: 542-923

Source of Loans Payable at Any Time During the Reporting Period (A)	Loans Owed at Start of Period (B)	Loans Obtained During Period (C)	Repayment During Period Cash (D)(1)	Repayment During Period Other Than Cash (D)(2)	Loans Owed at End of Period (E)
Total Loans Payable	$0	$0	$0	$0	$0
Totals will be automatically entered in...	Item 31 Column (C)	Item 44	Item 62	Item 69 with Explanation	Item 31 Column (D)

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 10 - OTHER LIABILITIES

FILE NUMBER: 542-923

Description (A)	Amount at End of Period (B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D))	$124,852
Exchange Accounts	$44,852
Accrued Expenses	$80,000

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS

FILE NUMBER: 542-923

(A)
Name

(B)
Title

(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

Morrison , PierAngeli
President L500/Bldg Corp
C

$110,792

$9,000

$3,264

$123,056

Schedule 15
Representational Activities

36 %

Schedule 16
Political Activities and Lobbying

3 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

20 %

Schedule 19
Administration

41 %

A
B
C

Tropin , Mitchell
Exec VP L500/VP Bldg Corp
C

$2,000

$1,455

$3,455

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Saah , Oriole
Treas/Sec-Treas Bld
C

$2,000

$19

$2,019

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Whitmore , Fatima
Secretary
C

$1,720

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

Allard , Jessica
VP Maintenance
P

$1,312

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Dorsey , Anthony
VP Maintenance
N

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Sanford , Sheila
VP Building Services
C

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Mulhern III , James
VP Media/Technology
C

$1,500

$19

$1,519

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

DeMarzio , Margaret
VP Office Employees
C

$1,500

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Palleres , Veronica
VP Office Employees
C

$1,500

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

Brunner , Christina
VP Food Services
N

$1,500

$19

$1,519

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Murray , Leshia
VP Food Services/Dir Bldg
P

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Murek , Sally
VP Paraeducators
C

$1,500

$104

$1,604

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Smith , Wendy
VP Paraeducators
C

$1,500

$19

$1,519

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

White , Michael
VP Transportation
C

$1,500

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Bailey , Lia
VP Transportation
C

$1,500

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

Francis , Marjorie
VP Transportation
C

$1,500

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

Acevedo-Soto , Josean
VP Security
N

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Tyler , James
VP Building Services
C

$1,500

$19

$1,519

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Lornell , Christopher
VP Higher Education
C

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

McCaskill , Aletheia
VP Early Education
C

$1,500

$567

$2,067

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Richards , Soyini
VP Higher Education
C

$1,500

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Cohen , Marc
VP NonProfit
C

$1,500

$30

$1,530

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Jenkins , Henrietta
Trustee/Dir Bldg Corp
C

$500

$19

$519

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Povtak , Elizabeth
Trustee/Dir Bldg Corp
C

$500

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Bourdereau , Natalie
VP Paraeducators
C

$1,500

$23

$1,523

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Pineda , Zully
VP Paraeducators
C

$1,500

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	$110,792	$39,532	$5,557	$0	$155,881
Less Deductions					$23,303
Net Disbursements					$132,578

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES

FILE NUMBER: 542-923

(A)
Name

(B)
Title

(D)
Gross Salary
Disbursements
(before any
deductions)

(E)
Allowances Disbursed

(F)
Disbursements for Official Business

(G)
Other Disbursements not reported in
(D) through (F)

(H)
TOTAL

A
B
C

Alexander , Theresa
HR/Financial Director
None

$86,447

$10,268

$96,715

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

100 %

Schedule 19
Administration

0 %

A
B
C

Bishop , Malea
Administrative Clerk
None

$53,586

$76

$53,662

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

Briley-Wilson , Yvonne
Executive Director
None

$104,596

$6,404

$1,404

$112,404

Schedule 15
Representational Activities

53 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

47 %

Schedule 19
Administration

0 %

A
B
C

Brown , Kathleen
Organizer
None

$58,782

$9,000

$1,874

$69,656

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

Cano , Christopher
Sr. Organizer
None

$71,203

$9,000

$969

$81,172

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Dietz , Seth
Member Strength Organizer
None

$42,675

$3,115

$54

$45,844

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Donahue , George
Contract Admin. Rep
None

$65,957

$617

$66,574

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Emerson , Willow
Member Strength Organizer
None

$64,811

$8,100

$358

$73,269

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Fortney , Edward
Member Strength Organizer
None

$72,225

$8,100

$602

$80,927

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Gindes , Susan
Director Rep. Programs
None

$82,646

$8,100

$484

$91,230

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

Hanley , Christian
Communications Director
None

$23,462

$2,492

$98

$26,052

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Luke , Marva
Contract Admin. Rep
None

$74,096

$358

$74,454

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

McLaurin , Mark
Political Director
None

$24,440

$1,090

$123

$25,653

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

McLeer , Anne
Dir Higher Ed/Strat Plan
None

$86,447

$8,100

$1,524

$96,071

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Myers , Beth
Member Strength Director
None

$94,463

$9,000

$2,973

$106,436

Schedule 15
Representational Activities

94 %

Schedule 16
Political Activities and Lobbying

3 %

Schedule 17
Contributions

3 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Nabo , Kabe Clement
Organizer
None

$65,957

$9,000

$707

$75,664

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Pender , Jamal
Organizing Director
None

$78,412

$6,127

$1,494

$86,033

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Petilli , Gregory
Database Operations Assoc
None

$56,618

$55

$56,673

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

Simon , Travis
Political Coord/Director
None

$76,700

$8,879

$7,026

$92,605

Schedule 15
Representational Activities

50 %

Schedule 16
Political Activities and Lobbying

50 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

True. , Tracy
Director Member Services
None

$80,641

$634

$81,275

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

100 %

Schedule 19
Administration

0 %

A
B
C

Weaver , Jay
Member Strength Organizer
None

$65,957

$8,100

$358

$74,415

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Yampolsky , Justin
Organizer/Sr Organizer
None

$72,223

$6,694

$2,846

$81,763

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS

$1,884

Schedule 15
Representational Activities

50 %

Schedule 16
Political Activities and Lobbying

50 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

Total Employee Disbursements	$1,504,228	$111,301	$34,902	$0	$1,650,431
Less Deductions					$413,564
Net Disbursements					$1,236,867

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 13 - MEMBERSHIP STATUS

FILE NUMBER: 542-923

Category of Membership (A)	Number (B)	Voting Eligibility (C)
Members (Total of all lines above)	9,959
Agency Fee Payers*	442
Total Members/Fee Payers	10,401
*Agency Fee Payers are not considered members of the labor organization.
Regular Active	9,959	Yes

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19

FILE NUMBER: 542-923

SCHEDULE 14 OTHER RECEIPTS
1. Named Payer Itemized Receipts	$488,981
2. Named Payer Non-itemized Receipts	$61,465
3. All Other Receipts	$27,333
4. Total Receipts	$577,779

SCHEDULE 17 CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements	$0
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$0
4. To Employees	$3,193
5. All Other Disbursements	$2,133
6. Total Disbursements	$5,326

SCHEDULE 15 REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements	$56,850
2. Named Payee Non-itemized Disbursements	$28,600
3. To Officers	$44,300
4. To Employees	$1,229,993
5. All Other Disbursements	$7,423
6. Total Disbursements	$1,367,166

SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee Itemized Disbursements	$353,777
2. Named Payee Non-itemized Disbursements	$218,367
3. To Officers	$24,611
4. To Employees	$366,808
5. All Other Disbursements	$47,753
6. Total Disbursements	$1,011,316

SCHEDULE 16 POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements	$12,500
2. Named Payee Non-itemized Disbursements	$28,000
3. To Officers	$3,692
4. To Employees	$50,438
5. All Other Disbursements	$28,019
6. Total Disbursements	$122,649

SCHEDULE 19 UNION ADMINISTRATION
1. Named Payee Itemized Disbursements	$15,105
2. Named Payee Non-itemized Disbursements	$5,000
3. To Officers	$83,278
4. To Employees	$0
5. All Other Disbursements	$4,897
6. Total Disbursements	$108,280

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 14 - OTHER RECEIPTS

FILE NUMBER: 542-923

Name and Address
(A)

George Washington University

2121 I St NW
Washington
DC
20052

Type or Classification
(B)

Member Group-COPE Deposits

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$11,605
Total of All Transactions with this Payee/Payer for This Schedule		$11,605

Name and Address
(A)

Georgetown University

3700 O St NW
Washington
DC
20057

Type or Classification
(B)

Member Group-COPE Deposits

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,384
Total of All Transactions with this Payee/Payer for This Schedule		$5,384

Name and Address
(A)

Hyatt Regency McCormick Place

2233 S Martin Luther King D
Chicago
IL
60616

Type or Classification
(B)

Hotel

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,105
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$10,105
Convention Lodging Refund	03/16/2020	$10,105

Name and Address
(A)

Maryland Institute College of Art

1300 W Mount Royal Ave
Baltimore
MD
21217

Type or Classification
(B)

Member Group-COPE Deposits

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,224
Total of All Transactions with this Payee/Payer for This Schedule		$6,224

Name and Address
(A)

Montgomery County Public Schools

850 Hungerford Dr Rm20
Rockville
MD
20850

Type or Classification
(B)

Member Group-COPE Deposits

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$113,297
Total Non-Itemized Transactions with this Payee/Payer		$45
Total of All Transactions with this Payee/Payer for This Schedule		$113,342
COPE Deposit	10/03/2019	$7,134
COPE Deposit	10/15/2019	$7,203
COPE Deposit	10/28/2019	$7,235
COPE Deposit	11/12/2019	$7,283
COPE Deposit	11/25/2019	$7,376
COPE Deposit	12/09/2019	$7,397
COPE Deposit	03/16/2020	$7,703
COPE Deposit	03/30/2020	$7,688
COPE Deposit	04/10/2020	$7,688
COPE Deposit	04/27/2020	$7,727
COPE Deposit	05/11/2020	$7,739
COPE Deposit	05/26/2020	$7,844
COPE Deposit	06/08/2020	$7,819
COPE Deposit	06/22/2020	$7,807
COPE Deposit	09/21/2020	$7,654

Name and Address
(A)

SEIU

1800 Massachusetts Ave NW
Washington
DC
20036

Type or Classification
(B)

International Union

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$365,579
Total Non-Itemized Transactions with this Payee/Payer		$38,207
Total of All Transactions with this Payee/Payer for This Schedule		$403,786
Organizing Subsidy	10/04/2019	$12,473
Organizing Subsidy	10/04/2019	$14,500
Organizing Subsidy	11/08/2019	$12,473
Exec. Director Search	11/22/2019	$15,000
Organizing Subsidy	12/06/2019	$12,473
Organizing Subsidy	01/03/2020	$12,473
Organizing Subsidy	01/10/2020	$16,500
Exec. Director Reimbursement	01/31/2020	$12,250
Exec. Director Search	01/31/2020	$7,500
Organizing Subsidy	02/08/2020	$17,973
Exec. Director Reimbursement	03/06/2020	$12,250
Organizing Subsidy	03/13/2020	$12,500
Exec. Director Reimbursement	03/27/2020	$12,250
Organizing Subsidy	04/03/2020	$12,500
Organizing Subsidy	05/08/2020	$12,500
Organizing Subsidy	06/05/2020	$12,500
Organizing Subsidy	07/03/2020	$12,500
Organizing Subsidy	08/07/2020	$12,500
Legal Fees Reimbursement	08/07/2020	$9,652
Grant	08/07/2020	$61,312
Grant	08/21/2020	$49,000
Organizing Subsidy	09/11/2020	$12,500

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES

FILE NUMBER: 542-923

Name and Address
(A)

David Rodich

18902 Abbey Manor Drive
Brookville
MD
20833

Type or Classification
(B)

Consultant

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$56,850
Total Non-Itemized Transactions with this Payee/Payer		$7,600
Total of All Transactions with this Payee/Payer for This Schedule		$64,450
Consultant Services Contract Bargaining	10/11/2019	$5,700
Consultant Services Contract Bargaining	10/31/2019	$6,000
Consultant Services Contract Bargaining	12/05/2019	$6,000
Consultant Services Contract Bargaining	01/16/2020	$6,000
Consultant Services Contract Bargaining	02/06/2020	$6,000
Consultant Services Contract Bargaining	03/05/2020	$6,000
Consultant Services Contract Bargaining	04/06/2020	$6,000
Consultant Services Contract Bargaining	05/19/2020	$5,150
Consultant Services Contract Bargaining	07/10/2020	$5,000
Consultant Services Contract Bargaining	09/14/2020	$5,000

Name and Address
(A)

Defiance Strategies

2257 Rogene Dr Suite T2
Baltimore
MD
21209

Type or Classification
(B)

Public Relations Firm

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$21,000
Total of All Transactions with this Payee/Payer for This Schedule		$21,000

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING

FILE NUMBER 542-923

Name and Address
(A)

Bergmann Zwerdling Direct

1350 Connecticut Ave NW 400
Washington
DC
20036

Type or Classification
(B)

Marketing Agency

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
Political Mailing	05/15/2020	$5,000

Name and Address
(A)

Defiance Strategies

2257 Rogene Dr Suite T2
Baltimore
MD
21209

Type or Classification
(B)

Public Relations Firm

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$28,000
Total of All Transactions with this Payee/Payer for This Schedule		$28,000

Name and Address
(A)

Hart Research Associates

1724 Connecticut Ave NW
Washington
DC
20009

Type or Classification
(B)

Market Research Firm

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,500
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$7,500
Survey of Primary Voters	11/20/2019	$7,500

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS

FILE NUMBER: 542-923

There was no data found for this schedule.

SCHEDULE 18 - GENERAL OVERHEAD

FILE NUMBER: 542-923

Name and Address
(A)

12 Taft LLC
c/o Coakley Management
12051 B-Tech Road
Silver Spring
MD
20904

Type or Classification
(B)

Landlord

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$125,534
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$125,534
Office Rent	10/01/2019	$10,182
Office Rent	11/01/2019	$10,487
Office Rent	12/01/2019	$10,487
Office Rent	01/01/2020	$10,487
Office Rent	02/01/2020	$10,487
Office Rent	03/01/2020	$10,487
Office Rent	04/01/2020	$10,487
Office Rent	05/01/2020	$10,486
Office Rent	06/01/2020	$10,486
Office Rent	07/01/2020	$10,486
Office Rent	08/01/2020	$10,486
Office Rent	09/01/2020	$10,486

Name and Address
(A)

American Mechanical Services

1330 Mid Atalantic Blvd
Laurel
MD
20708

Type or Classification
(B)

HVAC Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,826
Total Non-Itemized Transactions with this Payee/Payer		$2,665
Total of All Transactions with this Payee/Payer for This Schedule		$13,491
HVAC Annual Contract 2020-2021	09/01/2020	$10,826

Name and Address
(A)

ATT Mobility
P.O. Box 6463

Carol Stream
IL
30197-6463

Type or Classification
(B)

Telephone Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$9,915
Total of All Transactions with this Payee/Payer for This Schedule		$9,915

Name and Address
(A)

Comcast
P.O. Box 3001

Southeastern
PA
19398-3001

Type or Classification
(B)

Internet Provider

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$7,271
Total of All Transactions with this Payee/Payer for This Schedule		$7,271

Name and Address
(A)

Commonwealth Digital Office Solutions

21205 Ridgetop Circle
Sterling
VA
20166-6501

Type or Classification
(B)

Copier Supplier/Support

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,056
Total of All Transactions with this Payee/Payer for This Schedule		$6,056

Name and Address
(A)

Computer Enhancement Systems

8038D Liberty Road
Frederick
MD
21701

Type or Classification
(B)

Computer Consultants/Support

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$15,318
Total of All Transactions with this Payee/Payer for This Schedule		$15,318

Name and Address
(A)

Defiance Strategies

2257 Rogene Dr Suite T2
Baltimore
MD
21209

Type or Classification
(B)

Public Relations Firm

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$17,500
Total of All Transactions with this Payee/Payer for This Schedule		$17,500

Name and Address
(A)

Kahn, Smith and Collins, P.A.

201 N.Charles St Suite 1000
Baltimore
MD
21201

Type or Classification
(B)

Legal Firm

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$25,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$25,000
Legal Fees	02/12/2020	$13,655
Legal Fees	03/26/2020	$11,345

Name and Address
(A)

Local 500 Building Corp

12 Taft Court 2nd Flr
Rockville
MD
20850

Type or Classification
(B)

Affiliate Fund

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$12,391
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$12,391
InterCo Deposit next FY	09/29/2020	$12,391

Name and Address
(A)

Margolies, Potterton and Associates LLC

8017 Stonehill Drive
Plano
TX
75025

Type or Classification
(B)

Staff Recruiting Agency

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$15,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$15,000
Exec. Director Search	11/19/2019	$7,500
Exec. Director Search	01/03/2020	$7,500

Name and Address
(A)

Pepco
P.O. Box 17143

Baltimore
MD
21297

Type or Classification
(B)

Utility Company

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$9,129
Total of All Transactions with this Payee/Payer for This Schedule		$9,129

Name and Address
(A)

Russell Office Park Condominium
P.O. Box 64684
C/O Vista Management Co
Phoenix
AZ
85082-4684

Type or Classification
(B)

Real Estate Management

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$56,808
Total of All Transactions with this Payee/Payer for This Schedule		$56,808

Name and Address
(A)

Staples Credit Plan
P.O. Box 9020
Dept 82-000222912
Des Moines
IA
50368-9020

Type or Classification
(B)

Office Supplies

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$7,827
Total of All Transactions with this Payee/Payer for This Schedule		$7,827

Name and Address
(A)

Steve Schwartz

14616 Country Creek Lane
Gaithersburg
MD
20878

Type or Classification
(B)

Legal Consultant

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,100
Total Non-Itemized Transactions with this Payee/Payer		$11,880
Total of All Transactions with this Payee/Payer for This Schedule		$16,980
Legal Consultant Fees	02/26/2020	$5,100

Name and Address
(A)

The Hartford
P.O. Box 660916

Dallas
TX
75266-0916

Type or Classification
(B)

Insurance Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,436
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$7,436
Workers Compensation	10/25/2019	$7,436

Name and Address
(A)

Trister, Ross, Schadler and Gold, PLLC

1666 Connecticut Ave NW 5Fl
Washington
DC
20009

Type or Classification
(B)

Legal Firm

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,974
Total Non-Itemized Transactions with this Payee/Payer		$1,050
Total of All Transactions with this Payee/Payer for This Schedule		$12,024
Legal Fees	11/11/2019	$10,974

Name and Address
(A)

Union Insurance Group

303 W Erie Street Suite 310
Chicago
IL
60654

Type or Classification
(B)

Insurance Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$44,246
Total Non-Itemized Transactions with this Payee/Payer		$4,175
Total of All Transactions with this Payee/Payer for This Schedule		$48,421
Commercial/AutoUmbrella Insurances	10/01/2019	$9,100
Union Liability Insurance	10/25/2019	$19,582
Commercial/AutoUmbrella Insurances	09/24/2020	$5,732
Commercial/AutoUmbrella Insurances	09/29/2020	$9,832

Name and Address
(A)

Vonage Business
P.O. Box 392479

Pittsburgh
PA
15251-9479

Type or Classification
(B)

Telephone Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$23,866
Total of All Transactions with this Payee/Payer for This Schedule		$23,866

Name and Address
(A)

Wells Fargo
P.O. Box 2715
Washington Business Banking
Winston Salem
NC
27102-2715

Type or Classification
(B)

Financial Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$75,618
Total Non-Itemized Transactions with this Payee/Payer		$1,500
Total of All Transactions with this Payee/Payer for This Schedule		$77,118
Mortgage Interest Payment	10/25/2019	$6,405
Mortgage Interest Payment	11/20/2019	$6,198
Mortgage Interest Payment	12/11/2019	$6,405
Mortgage Interest Payment	01/23/2020	$6,405
Mortgage Interest Payment	02/27/2020	$5,991
Mortgage Interest Payment	04/01/2020	$6,405
Mortgage Interest Payment	05/07/2020	$6,198
Mortgage Interest Payment	06/05/2020	$6,405
Mortgage Interest Payment	07/01/2020	$6,198
Mortgage Interest Payment	08/07/2020	$6,405
Mortgage Interest Payment	08/31/2020	$6,405
Mortgage Interest Payment	09/30/2020	$6,198

Name and Address
(A)

Wells Fargo Financial Leasing
P.O. Box 10306

Des Moines
IA
50306

Type or Classification
(B)

Copier Supplier/Support

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$10,297
Total of All Transactions with this Payee/Payer for This Schedule		$10,297

Name and Address
(A)

WinMill Software, Inc.
P.O. Box 4595

New York
NY
10163

Type or Classification
(B)

Computer Consultants/Support

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$12,000
Total Non-Itemized Transactions with this Payee/Payer		$21,262
Total of All Transactions with this Payee/Payer for This Schedule		$33,262
Database Support	08/04/2020	$6,000
Database Support	09/29/2020	$6,000

Name and Address
(A)

Zuckerman Spaeder LLP

1800 M Street NW Suite 100
Washington
DC
20036

Type or Classification
(B)

Legal Firm

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$9,652
Total Non-Itemized Transactions with this Payee/Payer		$11,848
Total of All Transactions with this Payee/Payer for This Schedule		$21,500
Legal Fees	08/04/2020	$9,652

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 19 - UNION ADMINISTRATION

FILE NUMBER: 542-923

Name and Address
(A)

Calibre CPA Group

7501 Wisconsin Ave Ste1200W
Bethesda
MD
20814

Type or Classification
(B)

CPA Firm

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer		$5,000
Total of All Transactions with this Payee/Payer for This Schedule		$10,000
LM2/Form 990/Audit Fees	11/21/2019	$5,000

Name and Address
(A)

Hyatt Regency McCormick Place

2233 S Martin L King Dr
Chicago
IL
60616

Type or Classification
(B)

Hotel

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,105
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$10,105
Convention Lodging	03/10/2020	$10,105

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 20 - BENEFITS

FILE NUMBER: 542-923

Description (A)	To Whom Paid (B)	Amount (C)
Total of all lines above (Total will be automatically entered in Item 55.)		$668,059
Health Insurance	CareFirst	$265,413
Health Insurance	Further	$50,875
Health Insurance	Montgomery County Public Schools	$7,547
Health Insurance	SEIU Health and Welfare Fund	$8,898
Life/LTD Insurance	Montgomery County Public Schools	$113
Life/LTD Insurance	Sun Life Financial	$23,473
Pension	Montgomery County Public Schools	$8,515
Pension	SEIU Affiliates' Officers/Employees Pension	$303,225

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

69. ADDITIONAL INFORMATION SUMMARY

FILE NUMBER: 542-923

Question 11(a): SEIU Local 500 DC PAC; reports filed with DC Office of Campaign Finance; OCT Identification No PACSUP084507 AND Service Employees International Union Local 500 PAC; disclosures filed with Maryland State Board of Elections.

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

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

Question 16: Building Corporation Mortgage with Wells Fargo Bank.

Question 17: During the year ended September 30, 2006, Local 500 purchased a new office space and obtained a $2,736,000 mortgage loan. The mortgage loan bears interest at 7.13% and is payable in monthly installments of principal and interest totaling $19,564, with all outstanding principal due April 28, 2016. During the year ended September 30, 2014, Local 500 refinanced the mortgage. The new principal balance was $2,333,601. The refinanced loan bears interest at 5.25%, was payable in monthly installments and all outstanding principal was due July 31, 2018. During October 2018, Local 500 modified the mortgage agreement. The new principal balance was $1,755,395. The loan bears interest at 5.25%, is payable in monthly installments, and the outstanding principal balance was due in full on July 31, 2019 and total interest $52,225. The modified agreement required an additional security for Local 500 to establish and maintain a cash liquidity account with Wells Fargo Bank of not less than $400,000. As of the date of the agreement, October 25, 2018, the liquidity account had a current balance approximately $404,000. As per the modified agreement, Local 500 was required to make a payment of the amount of $200,000 as lump sum liquidity payment. This payment has been made by Local 500 in October 2018. As per modified agreement the remaining of the liquidity account be deposited by the law firm of Hofmeister and Breza Law Firm into an interest-bearing escrow account and be paid over to Wells Fargo by Law Firm from the escrow account during the extended term. As of September 30, 2020, the principal balance was $1,416,705. The parties, Lender, Borrower and Guarantor agreed to a further extension through Jan. 2021.

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



Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)