U.S. Department of Labor
Office of Labor-Management Standards
Washington, DC 20210 		FORM LM-2 LABOR ORGANIZATION ANNUAL REPORT Form Approved
Office of Management and Budget
No. 1245-0003
Expires: 09-30-2021
MUST BE USED BY LABOR ORGANIZATIONS WITH $250,000 OR MORE IN TOTAL ANNUAL RECEIPTS AND LABOR ORGANIZATIONS IN TRUSTEESHIP

This report is mandatory under P.L. 86-257, as amended.  Failure to comply may result in criminal prosecution, fines, or civil penalties as provided by 29 U.S.C. 439 or 440.
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.
For Official Use Only
1. FILE NUMBER
543-660
2. PERIOD COVERED
From01/01/2020
Through12/31/2020
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
521
7. UNIT NAME (if any)

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

Number and Street
2302 ZANKER ROAD
City
SAN JOSE
State
CA		 ZIP Code + 4
95131


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:Alysia BonnerPRESIDENT71. SIGNED:RoseAnn DominguezTREASURER
Date:Mar 22, 2021Telephone Number:408-678-3300Date:Mar 22, 2021Telephone Number:408-678-3398
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 543-660
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?Yes
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?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?$1,000,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?Yes
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?Yes
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?12/2021
20. How many members did the labor organization have at the end of the reporting period?32,286
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees1.45%-1.50%perLegacy Local$8.15 per Month0
(b) Working Dues/Fees0per000
(c) Initiation Fees0per000
(d) Transfer Fees0per000
(e) Work Permits0per000

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 543-660

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $3,830,760$5,385,779
23. Accounts Receivable1$1,547$0
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $8,580,921$9,359,381
26. Investments5$0
27. Fixed Assets6$11,492,212$11,586,221
28. Other Assets7$130,008$171,689
29. TOTAL ASSETS $24,035,448$26,503,070

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$0
31. Loans Payable9$0
32. Mortgages Payable $7,288,396$7,054,859
33. Other Liabilities10$2,370,207$2,661,594
34. TOTAL LIABILITIES $9,658,603$9,716,453
35. NET ASSETS$14,376,845$16,786,617
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 543-660

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $29,508,314
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $52,162
41. Dividends $0
42. Rents $234,079
43. Sale of Investments and Fixed Assets3$0
44. Loans Obtained9
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $579,278
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$443,382
49. TOTAL RECEIPTS $30,817,215
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$5,791,361
51. Political Activities and Lobbying16$954,944
52. Contributions, Gifts, and Grants17$600,316
53. General Overhead18$6,234,224
54. Union Administration19$1,487,222
55. Benefits20$5,486,451
56. Per Capita Tax $6,060,360
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$1,288,819
61. Loans Made2$0
62. Repayment of Loans Obtained9
63. To Affiliates of Funds Collected on Their Behalf $579,278
64. On Behalf of Individual Members $0
65. Direct Taxes $779,231
  
66. Subtotal $29,262,206
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$3,822,297  
  67b. Less Total Disbursed$3,822,287  
  67c. Total Withheld But Not Disbursed $10
68. TOTAL DISBURSEMENTS $29,262,196
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 543-660

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$0   
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $0$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 543-660

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$0$0$0$0$0
Total of all lines above$0$0$0$0$0
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 543-660

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$16,819,838$16,819,838$16,819,838$16,819,838
Treasury Bills$16,819,838$16,819,838$16,819,838$16,819,838
Less Reinvestments$16,819,838
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 543-660

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$18,108,657$18,108,657$18,108,657
Treasury Bills$17,598,298$17,598,298$17,598,298
Building Improvements$168,323$168,323$168,323
Computers & Equipment$195,491$195,491$195,491
Furniture & Fixtures$37,473$37,473$37,473
Leasehold Improvements$24,360$24,360$24,360
Software$84,712$84,712$84,712
 Less Reinvestments$16,819,838
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$1,288,819
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 543-660

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost
B. Total Book Value
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
Other Investments 
D. Total Cost
E. Total Book Value
F. List each other investment which has a book value over $5,000 and exceeds 5% of Line E.  Also, list each subsidiary for which separate reports are attached.  
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 543-660

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      1001 17th Street, Bakersfield, CA 93301$42,771 $42,771$165,527
Land  2 :      1811 Sunnyside Avenue, Visalia, CA 93277$168,300 $168,300$198,173
Land  3 :      334 Monterey Street, Salinas, CA 93277$75,300 $75,300$158,145
Land  4 :      5228 E Pine Avenue, Fresno, CA 93727$225,000 $225,000$250,000
Land  5 :      2302 Zanker Road, San Jose, CA 95131$3,200,000 $3,200,000$3,264,000
B. Buildings (give location)    
Building  1 :      1001 17th Street, Bakersfield, CA 93301$181,965$181,965$0$640,289
Building  2 :      1811 Sunnyside Avenue, Visalia, CA 93277$246,700$106,903$139,797$304,564
Building  3 :      334 Monterey Street, Salinas, CA 93277$309,298$229,396$79,902$339,724
Building  4 :      5228 E Pine Avenue, Fresno, CA 93727$617,690$231,634$386,056$550,000
Building  5 :      2302 Zanker Road, San Jose, CA 95131$6,900,000$460,000$6,440,000$7,039,510
C. Automobiles and Other Vehicles$0$0$0$0
D. Office Furniture and Equipment$1,571,338$1,215,166$356,172$145,238
E. Other Fixed Assets$1,017,423$544,500$472,923$320,725
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $14,555,785$2,969,564$11,586,221$13,375,895
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 543-660

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $171,689
Security Deposits$27,342
Loan Fees$69,347
Funds Due From Agency Fee$75,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 543-660

Entity or Individual Name
(A) 		Total Account
Payable
(B) 		90-180 Days
Past Due
(C) 		180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable$0$0$0$0
Total from all other accounts payable$0$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $0$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 543-660

Source of Loans Payable at Any
Time During the Reporting Period
(A) 		Loans Owed at
Start of Period
(B) 		Loans Obtained
During Period
(C) 		Repayment
During Period
Cash
(D)(1) 		Repayment
During Period
Other Than Cash
(D)(2) 		Loans Owed at
End of Period
(E)
Total Loans Payable$0$0$0$0$0
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 543-660

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $2,661,594
Stale Dated Checks$3,384
Chapter Funds Payable$91,296
Accrued Vacation Payable$2,502,181
Security Deposits Payable$8,000
Other Receivables/Payables$56,733
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 543-660

(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 		Mendez ,  Riko  
Chief Elected Officer
C		$136,061$0$2,452$0$138,513
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		75 %
A
B
C 		Bonner ,  Alysia  
President
C		$233$0$3,826$0$4,059
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 		Willette ,  Mullissa  
First Vice President
C		$1,454$0$0$0$1,454
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 		Gutierrez ,  Lupe  
Secretary
C		$0$0$149$0$149
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 		Dominguez ,  RoseAnn  
Treasurer
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Bennett ,  Sonja  
Regional Vice President
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Dhanota ,  Tammy  
Regional Vice President
C		$0$0$430$0$430
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 		Metters ,  Alicia   C
Regional Vice President
C		$292$0$1,689$0$1,981
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 		Selover ,  Katherine  
Regional Vice President
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Talford ,  Riley  
Regional Vice President
C		$299$0$1,007$0$1,306
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 		Hernandez ,  Laura  
Regional Trustee
C		$0$0$257$0$257
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 		Qualls ,  Darlynn  
Regional Trustee
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Acosta ,  Debbie  
Executive Board Delegate
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Adams ,  Paul  
Executive Board Delegate
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Armas ,  Ruben  
Executive Board Delegate
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Baez ,  Victor   H
Executive Board Delegate
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Briones ,  Lorena  
Executive Board Delegate
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Carreon ,  Yvette  
Executive Board Delegate
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Chew ,  Connie  
Executive Board Delegate
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Crawford ,  Renee  
Executive Board Delegate
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Daverin ,  Bernard  
Executive Board Delegate
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Diaz ,  Janet  
Executive Board Delegate
C		$6,708$0$100$0$6,808
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 		DiSopa ,  Carmella  
Executive Board Delegate
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Dorsey ,  Jason  
Executive Board Delegate
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Emenheiser ,  Ronald  
Executive Board Delegate
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Garcia ,  Sergio  
Executive Board Delegate
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Garvey ,  Carol   A
AFRAM Exec Board Delegate
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Harshaw ,  Gwyndolyn  
Executive Board Alternate
C		$0$0$643$0$643
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 		Lambaren ,  Lorenzo  
Executive Board Delegate
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Latu ,  Lucianne  
Executive Board Delegate
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Macy ,  Cindy  
Executive Board Delegate
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		O'Neill ,  Brian  
APALA Exec Board Delegate
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Price ,  Susan  
Executive Board Delegate
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Ruiz ,  Rosemary  
Executive Board Delegate
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Sagbohan ,  Tiffany  
Executive Board Delegate
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Sapiens ,  Lucianne  
Executive Board Delegate
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Segura ,  Mercedes   B
Executive Board Delegate
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Suchin ,  Jason  
Executive Board Delegate
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Vasquez ,  Theresa  
Executive Board Delegate
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Willis ,  Maisha  
Executive Board Delegate
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
Total Officer Disbursements$145,047$0$10,553$0$155,600
Less Deductions    $59,768
Net Disbursements    $95,832
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 543-660

(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 		Ahuja ,  Subhagi  
Member Acct Spec 2
None		$59,746$0$900$0$60,646
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		4 % Schedule 19
Administration 		96 %
A
B
C 		Amin ,  Mohammad  
Research Director
None		$100,252$0$2,390$0$102,642
I
Schedule 15
Representational Activities 		70 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		13 % Schedule 19
Administration 		12 %
A
B
C 		Araiza ,  Mark  
Internal Org
None		$87,529$0$6,532$0$94,061
I
Schedule 15
Representational Activities 		73 % Schedule 16
Political Activities and Lobbying 		27 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Arenas ,  Tizoc  
Internal Org
None		$37,340$0$2,122$0$39,462
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 		Au Yeung ,  Merina  
Internal Org
None		$86,077$0$3,008$0$89,085
I
Schedule 15
Representational Activities 		77 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		22 %
A
B
C 		Avila ,  Maisy  
External Org
None		$84,505$0$3,132$0$87,637
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 		Bailey ,  Kevin  
External Org
None		$69,533$0$2,378$0$71,911
I
Schedule 15
Representational Activities 		61 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		39 % Schedule 19
Administration 		0 %
A
B
C 		Barragan ,  Miguel  
Internal Org
None		$86,737$0$3,436$0$90,173
I
Schedule 15
Representational Activities 		47 % Schedule 16
Political Activities and Lobbying 		7 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		24 % Schedule 19
Administration 		22 %
A
B
C 		Baughman ,  Crystal  
Database Admin Manager
None		$87,500$0$2,100$0$89,600
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 		Benevedes ,  Christine   K
Lost Timer
None		$13,988$0$790$0$14,778
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 		Brown ,  Donald  
IT Director
None		$54,248$0$18,100$0$72,348
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 		Brown-Gengler ,  Miesha  
Internal Org
None		$90,818$0$1,311$0$92,129
I
Schedule 15
Representational Activities 		81 % Schedule 16
Political Activities and Lobbying 		6 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		8 % Schedule 19
Administration 		5 %
A
B
C 		Butler ,  Paul  
Researcher
None		$20,937$0$800$1,500$23,237
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		1 %
A
B
C 		Camarena ,  Elizabeth  
Internal Org
None		$98,583$0$5,075$0$103,658
I
Schedule 15
Representational Activities 		49 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		50 % Schedule 19
Administration 		0 %
A
B
C 		Carlson ,  Albert  
Director II
None		$15,678$0$0$0$15,678
I
Schedule 15
Representational Activities 		84 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		16 % Schedule 19
Administration 		0 %
A
B
C 		Carter ,  Michael  
Internal Org
None		$84,908$0$0$0$84,908
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 		Colby ,  Kiernan  
Internal Org
None		$75,321$0$2,273$0$77,594
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 		Contreras ,  Leticia  
Lost Timer
None		$12,094$0$2,416$0$14,510
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 		Cox ,  Christopher  
Contract Enf Spec Asst
None		$97,823$0$1,400$0$99,223
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 		Cranston-Rhodes ,  Simone  
Community/Political
None		$81,982$0$852$0$82,834
I
Schedule 15
Representational Activities 		19 % Schedule 16
Political Activities and Lobbying 		45 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		36 % Schedule 19
Administration 		0 %
A
B
C 		Cuevas ,  Barbara  
Logistic Coord
None		$56,832$300$2,207$0$59,339
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 		Daugherty-Caroli ,  Leslie  
Internal Org
None		$76,240$0$2,100$0$78,340
I
Schedule 15
Representational Activities 		23 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		77 % Schedule 19
Administration 		0 %
A
B
C 		Davila ,  Yvonne  
Internal Org
None		$89,303$0$3,595$0$92,898
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		17 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		8 % Schedule 19
Administration 		0 %
A
B
C 		Donato ,  Jay  
Internal Org
None		$89,342$0$1,550$0$90,892
I
Schedule 15
Representational Activities 		66 % Schedule 16
Political Activities and Lobbying 		7 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		23 % Schedule 19
Administration 		4 %
A
B
C 		Duncan ,  Darwin  
Organizing Coord
None		$101,258$0$3,193$0$104,451
I
Schedule 15
Representational Activities 		91 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		8 % Schedule 19
Administration 		0 %
A
B
C 		Eames ,  Jason  
Organizing Coord
None		$32,684$0$882$1,500$35,066
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 		Elliott ,  Samuel  
Researcher
None		$44,516$0$1,346$0$45,862
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 		England ,  Robert  
Community/Political
None		$84,203$0$2,282$0$86,485
I
Schedule 15
Representational Activities 		23 % Schedule 16
Political Activities and Lobbying 		35 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		42 % Schedule 19
Administration 		0 %
A
B
C 		Evans ,  Bryan  
Director III
None		$108,399$0$0$5,000$113,399
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		15 % Schedule 19
Administration 		0 %
A
B
C 		Farfan ,  Anna  
External Org
None		$74,924$0$2,840$0$77,764
I
Schedule 15
Representational Activities 		53 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		47 %
A
B
C 		Faucette ,  Ramona  
Internal Org
None		$159,919$0$0$0$159,919
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		1 %
A
B
C 		Ferguson ,  Kelly  
Confidential Admin Asst
None		$93,397$0$2,246$0$95,643
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 		Floyd ,  Sandra  
Internal Org
None		$86,855$0$2,940$0$89,795
I
Schedule 15
Representational Activities 		71 % Schedule 16
Political Activities and Lobbying 		6 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		23 % Schedule 19
Administration 		0 %
A
B
C 		Fox ,  Jessen  
Internal Org
None		$73,518$0$1,789$0$75,307
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		3 % Schedule 19
Administration 		0 %
A
B
C 		Galgani ,  Tina  
Secretary
None		$53,242$300$2,297$28$55,867
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 		Gamiz ,  Victor  
Communication Dir
None		$91,191$0$6,628$0$97,819
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		97 %
A
B
C 		Garcia V ,  Sigifredo  
Maint Custodian
None		$55,035$0$1,100$0$56,135
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 		Garcia-Valencia ,  Valdemar  
Maint Custodian
None		$54,212$300$1,709$0$56,221
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 		Garden ,  Frank  
Sr Contract Enf Spec
None		$85,959$0$2,299$0$88,258
I
Schedule 15
Representational Activities 		45 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		55 % Schedule 19
Administration 		0 %
A
B
C 		Gilbreath ,  Thomas  
Office Manager
None		$67,012$0$1,149$0$68,161
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 		Gomez ,  Kimberly  
Director II
None		$100,973$0$2,392$0$103,365
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		0 %
A
B
C 		Gonzalez ,  Jaime  
Sr Contract Enf Spec
None		$90,192$0$891$0$91,083
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		0 %
A
B
C 		Gonzalez ,  Virgilio  
External Org
None		$47,098$0$1,990$0$49,088
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 		Gutierrez ,  Amarilis  
Internal Org
None		$71,195$0$2,700$0$73,895
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Gutierrez ,  Estevan  
Communication Spec
None		$34,323$0$1,427$0$35,750
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		8 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		13 % Schedule 19
Administration 		79 %
A
B
C 		Hansen ,  Ronald  
Sr Contract Enf Spec
None		$89,688$0$6,114$0$95,802
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 		Haole ,  Cheryl  
Senior Accountant
None		$85,902$0$2,389$0$88,291
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 		Hatcher ,  Amy  
Sr Member Acct Spec
None		$74,759$0$2,000$0$76,759
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		13 % Schedule 19
Administration 		87 %
A
B
C 		Hawkins ,  Courtney  
Internal Org
None		$91,237$0$2,634$0$93,871
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		7 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		18 % Schedule 19
Administration 		0 %
A
B
C 		Heath ,  Judith  
Secretary
None		$57,523$0$0$0$57,523
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 		Hightower ,  Andrea  
Organizing Coord
None		$100,079$0$1,400$0$101,479
I
Schedule 15
Representational Activities 		49 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		34 % Schedule 19
Administration 		17 %
A
B
C 		Hoang ,  Thu  
Member Acct Spec 2
None		$59,919$0$1,400$0$61,319
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 		Jaime ,  Ayde  
Lost Timer
None		$14,773$0$373$0$15,146
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 		Jimenez ,  Yadira   C
Office Coord
None		$71,998$300$3,378$0$75,676
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Johnson ,  Kimberly  
Internal Org
None		$24,495$0$998$1,500$26,993
I
Schedule 15
Representational Activities 		55 % Schedule 16
Political Activities and Lobbying 		8 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		36 % Schedule 19
Administration 		1 %
A
B
C 		Johnson ,  Teneya  
Localwide Field Director
None		$118,369$0$3,705$0$122,074
I
Schedule 15
Representational Activities 		77 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		3 % Schedule 19
Administration 		20 %
A
B
C 		Juarez ,  Edgar  
Internal Org
None		$71,273$0$2,616$0$73,889
I
Schedule 15
Representational Activities 		79 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		7 % Schedule 19
Administration 		14 %
A
B
C 		Klimczak ,  Robert  
External Org Dir
None		$104,981$0$2,291$0$107,272
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 		Koger ,  Courtney  
Internal Org
None		$84,848$0$2,608$0$87,456
I
Schedule 15
Representational Activities 		53 % Schedule 16
Political Activities and Lobbying 		12 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		35 % Schedule 19
Administration 		0 %
A
B
C 		Koyano-Barnett ,  Roxanne  
Internal Org
None		$73,895$0$2,970$0$76,865
I
Schedule 15
Representational Activities 		13 % Schedule 16
Political Activities and Lobbying 		29 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		58 %
A
B
C 		LaMere ,  Richard  
General Office Worker
None		$32,074$0$0$0$32,074
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 		Landers ,  Lori  
Office Coord
None		$65,354$300$2,295$0$67,949
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 		Laxa ,  Eidref  
External Org
None		$78,458$0$3,038$0$81,496
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		4 % Schedule 19
Administration 		0 %
A
B
C 		Lee ,  Ming  
Director of Finance
None		$124,331$0$1,791$0$126,122
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		50 % Schedule 19
Administration 		50 %
A
B
C 		Lipari ,  Loan  
Admin Asst
None		$64,888$0$1,000$0$65,888
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 		Lopez ,  Roberto   J
Office Manager
None		$77,362$300$2,836$0$80,498
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 		Lu ,  Mandy  
Internal Org
None		$87,449$0$2,526$0$89,975
I
Schedule 15
Representational Activities 		46 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		52 % Schedule 19
Administration 		1 %
A
B
C 		Macias ,  Mercedes  
External Org
None		$52,770$0$2,771$0$55,541
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 		Marquez ,  Ashlyn  
Contract Enf Spec
None		$33,044$0$631$0$33,675
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 		Martinez ,  Olivia  
Internal Org Dir
None		$100,227$0$2,085$0$102,312
I
Schedule 15
Representational Activities 		66 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		24 %
A
B
C 		Mazzella ,  Liane   E
Office Manager
None		$70,494$300$2,322$0$73,116
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 		Mejia ,  Elsa  
Communication Spec
None		$76,542$0$1,494$0$78,036
I
Schedule 15
Representational Activities 		49 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		4 % Schedule 19
Administration 		44 %
A
B
C 		Melendez ,  Robin  
Sr Payroll Spec
None		$73,892$0$1,920$0$75,812
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 		Merrill ,  Zachary  
Internal Org
None		$18,873$0$100$1,500$20,473
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 		Najera. ,  Jane  
External Org
None		$74,750$0$658$0$75,408
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 		Najera ,  Jezabeth  
External Org
None		$87,529$0$6,136$0$93,665
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 		Narvaez ,  Deborah  
Chief of Staff
None		$112,992$0$4,475$0$117,467
I
Schedule 15
Representational Activities 		22 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		64 % Schedule 19
Administration 		12 %
A
B
C 		Newman ,  Ian  
Communication Spec
None		$47,372$0$200$0$47,572
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 		Noble ,  Ryan  
Sr Contract Enf Spec
None		$93,715$0$250$0$93,965
I
Schedule 15
Representational Activities 		97 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		0 %
A
B
C 		Nuti ,  Jessica  
Internal Org
None		$72,878$0$400$0$73,278
I
Schedule 15
Representational Activities 		87 % Schedule 16
Political Activities and Lobbying 		4 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		7 % Schedule 19
Administration 		2 %
A
B
C 		Pacheco ,  Cheryl  
Admin Asst
None		$59,938$300$2,170$0$62,408
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 		Padilla ,  David  
Community/Political
None		$27,569$0$0$0$27,569
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 		Pate ,  Debra  
Supervising Office Mgr 2
None		$96,225$0$1,615$0$97,840
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 		Perez Jr ,  Jose  
Contract Enf Spec
None		$35,356$0$1,000$0$36,356
I
Schedule 15
Representational Activities 		82 % Schedule 16
Political Activities and Lobbying 		14 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		4 % Schedule 19
Administration 		0 %
A
B
C 		Peters ,  Owen  
General Office Worker
None		$38,012$0$0$0$38,012
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 		Platas ,  Corina  
Office Coord
None		$66,181$300$2,100$56$68,637
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 		Porter ,  Aubrey  
Info Systems Tech 3
None		$84,129$300$3,181$0$87,610
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 		Prado ,  Jaclyn  
Lost Timer
None		$14,773$0$0$0$14,773
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 		Prigent ,  Valerie  
Communication Spec
None		$91,237$0$2,565$0$93,802
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		7 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		3 % Schedule 19
Administration 		90 %
A
B
C 		Ramirez Jr ,  Benjamin  
Admin Asst
None		$63,805$0$0$0$63,805
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 		Ramos ,  Marcia  
Admin Asst
None		$63,499$0$1,300$0$64,799
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 		Rodgers ,  Pamela  
DIRECTOR II
None		$142,285$0$2,261$0$144,546
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 		Rodriguez ,  Pete  
Internal Org
None		$86,077$0$2,058$0$88,135
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 		Rodriguez ,  Veronica  
Contract Enf Spec
None		$87,529$0$2,269$0$89,798
I
Schedule 15
Representational Activities 		89 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		8 % Schedule 19
Administration 		0 %
A
B
C 		Saavedra ,  Annette  
Sr Member Acct Spec
None		$73,964$0$1,700$0$75,664
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		3 % Schedule 19
Administration 		97 %
A
B
C 		Sanchez Reyes ,  Valesca  
External Org
None		$71,709$0$4,885$0$76,594
I
Schedule 15
Representational Activities 		66 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		23 % Schedule 19
Administration 		1 %
A
B
C 		Sauceda ,  Miguel  
Internal Org
None		$86,077$0$1,022$0$87,099
I
Schedule 15
Representational Activities 		54 % Schedule 16
Political Activities and Lobbying 		9 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		25 % Schedule 19
Administration 		12 %
A
B
C 		Serrano-Valdivia ,  Cesar  
Executive Representative
None		$103,592$0$0$0$103,592
I
Schedule 15
Representational Activities 		83 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		11 % Schedule 19
Administration 		3 %
A
B
C 		Serrano ,  Delia  
Internal Org
None		$96,165$0$2,979$0$99,144
I
Schedule 15
Representational Activities 		68 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		29 % Schedule 19
Administration 		3 %
A
B
C 		Shepard ,  Julie   B
Admin Asst
None		$69,082$300$2,670$0$72,052
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 		Sibayan ,  Julie  
Secretary
None		$56,618$225$3,237$0$60,080
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 		Sigala ,  Jose  
Internal Org
None		$82,930$0$2,319$0$85,249
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 		Smith ,  Kevin  
Internal Org
None		$92,133$0$3,297$0$95,430
I
Schedule 15
Representational Activities 		62 % Schedule 16
Political Activities and Lobbying 		13 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		24 % Schedule 19
Administration 		1 %
A
B
C 		Snyder ,  Brittany  
Accts Pay Spec
None		$56,771$0$900$0$57,671
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 		Solis ,  John  
Internal Org
None		$86,077$0$3,196$0$89,273
I
Schedule 15
Representational Activities 		87 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		8 % Schedule 19
Administration 		5 %
A
B
C 		Soza ,  Nelson  
Internal Org
None		$13,205$0$1,933$0$15,138
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 		Stewart ,  John  
Info Systems Tech 3
None		$79,610$300$2,743$0$82,653
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 		Streets ,  Richard  
Internal Org
None		$73,477$0$0$0$73,477
I
Schedule 15
Representational Activities 		49 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		28 % Schedule 19
Administration 		8 %
A
B
C 		Tadjbakhsh ,  Bahaar  
External Org
None		$75,457$0$2,147$0$77,604
I
Schedule 15
Representational Activities 		18 % Schedule 16
Political Activities and Lobbying 		9 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		64 % Schedule 19
Administration 		9 %
A
B
C 		Tudor ,  Rachel  
Contract Enf Spec Asst
None		$83,112$0$1,400$0$84,512
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 		Uribe ,  Anthony  
Internal Org
None		$15,929$0$0$1,500$17,429
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 		Urrutia ,  Adam  
Director II
None		$104,981$0$2,567$0$107,548
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		73 % Schedule 19
Administration 		2 %
A
B
C 		Urrutia ,  Carlos  
Senior Internal Org
None		$95,552$0$1,922$0$97,474
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 		Valdez ,  Marlene   J
Internal Org
None		$94,481$0$2,287$0$96,768
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		43 % Schedule 19
Administration 		57 %
A
B
C 		Valdivia ,  Arthur  
Internal Org
None		$91,897$0$1,756$0$93,653
I
Schedule 15
Representational Activities 		68 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		22 %
A
B
C 		Vasquez ,  Diana  
Internal Org
None		$88,954$0$3,114$0$92,068
I
Schedule 15
Representational Activities 		73 % Schedule 16
Political Activities and Lobbying 		13 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		11 % Schedule 19
Administration 		3 %
A
B
C 		Vega ,  Magaly  
Organizing Coord
None		$98,730$0$3,093$0$101,823
I
Schedule 15
Representational Activities 		83 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		15 % Schedule 19
Administration 		0 %
A
B
C 		Vilbar ,  Speed  
External Org
None		$68,310$0$1,332$0$69,642
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 		Vlahakos ,  Aileen  
Internal Org
None		$80,321$0$1,364$0$81,685
I
Schedule 15
Representational Activities 		64 % Schedule 16
Political Activities and Lobbying 		11 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		21 % Schedule 19
Administration 		4 %
A
B
C 		Vorobieva ,  Varvara  
Internal Org
None		$30,118$0$1,200$1,500$32,818
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		8 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		2 % Schedule 19
Administration 		0 %
A
B
C 		Wang ,  Jue  
Researcher
None		$76,812$0$2,810$0$79,622
I
Schedule 15
Representational Activities 		58 % Schedule 16
Political Activities and Lobbying 		6 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		18 % Schedule 19
Administration 		18 %
A
B
C 		Weirick ,  Mark  
Director III
None		$105,989$0$2,429$0$108,418
I
Schedule 15
Representational Activities 		1 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		96 % Schedule 19
Administration 		0 %
A
B
C 		Weller ,  Mark  
Community/Political
None		$71,876$0$2,749$0$74,625
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		48 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		44 % Schedule 19
Administration 		3 %
A
B
C 		Woodard ,  Darin  
Internal Org
None		$86,077$0$1,945$0$88,022
I
Schedule 15
Representational Activities 		51 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		44 % Schedule 19
Administration 		5 %
A
B
C 		Yzquierdo ,  Ernesto  
Contract Enf Spec
None		$30,584$0$2,100$0$32,684
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 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$45,361$0$3,094$0$48,455
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 %
Total Employee Disbursements$9,178,720$3,825$271,080$14,084$9,467,709
Less Deductions    $3,762,530
Net Disbursements    $5,705,179
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 543-660

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 32,286 
Agency Fee Payers*226
Total Members/Fee Payers32,512 
*Agency Fee Payers are not considered members of the labor organization.
Regular Members31,893Yes
Retired Members393Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 543-660

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$365,831
2. Named Payer Non-itemized Receipts$44,108
3. All Other Receipts$33,443
4. Total Receipts$443,382
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$516,301
2. Named Payee Non-itemized Disbursements$6,014
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$78,001
6. Total Disbursements$600,316
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$817,368
2. Named Payee Non-itemized Disbursements$135,171
3. To Officers$27,703
4. To Employees$4,699,680
5. All Other Disbursements$111,439
6. Total Disbursements$5,791,361
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$1,866,499
2. Named Payee Non-itemized Disbursements$695,941
3. To Officers$0
4. To Employees$3,387,556
5. All Other Disbursements$284,228
6. Total Disbursements$6,234,224
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$544,542
2. Named Payee Non-itemized Disbursements$13,591
3. To Officers$6,926
4. To Employees$377,137
5. All Other Disbursements$12,748
6. Total Disbursements$954,944
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$273,533
2. Named Payee Non-itemized Disbursements$49,830
3. To Officers$120,972
4. To Employees$1,003,337
5. All Other Disbursements$39,550
6. Total Disbursements$1,487,222
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 543-660

Name and Address
(A)
Benefit and Risk Management Serices

80 Iron Point Cir Suite 200
Folsom
CA
95630
Type or Classification
(B)
Benefit Reimbursements
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$26,885
Total of All Transactions with this Payee/Payer for This Schedule$26,885
Name and Address
(A)
Chubb Insurance

2155 W Pinnnacle Peak Road
Phoenix
AZ
85027
Type or Classification
(B)
Insurance Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$138,297
Total Non-Itemized Transactions with this Payee/Payer$5,024
Total of All Transactions with this Payee/Payer for This Schedule$143,321
Insurance Settlement07/06/2020$48,288
Insurance Settlement07/31/2020$23,564
Insurance Settlement08/31/2020$66,445
Name and Address
(A)
Groundworks Campaigns Inc.

1787 Tribute Road Suite K
Sacramento
CA
95815
Type or Classification
(B)
Consulting Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$21,734
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$21,734
Consulting Fees Refund11/30/2020$21,734
Name and Address
(A)
Sandra Youngman

101 Siggens Ct
Roseville
CA
95747
Type or Classification
(B)
COBRA
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$36,712
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$36,712
COBRA Reimbursement12/03/2020$36,712
Name and Address
(A)
Service Employees International Union

1800 Massachusetts Ave NW
Washington
DC
20036
Type or Classification
(B)
Affiliate Labor Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$93,850
Total Non-Itemized Transactions with this Payee/Payer$12,199
Total of All Transactions with this Payee/Payer for This Schedule$106,049
COPE Grant10/01/2020$93,850
Name and Address
(A)
Ullico Insurance

1625 Eye Street NW
Washington
DC
20006
Type or Classification
(B)
Insurance Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$20,000
Insurance Settlement06/30/2020$20,000
Name and Address
(A)
United States Treasury

1500 Pennsylvania Ave NW
Washington
DC
20220
Type or Classification
(B)
Government Agency
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$55,238
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$55,238
COVID Tax Credit07/01/2020$10,000
Tax Refund10/21/2020$16,811
COVID Tax Credit12/04/2020$28,427
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 543-660

Name and Address
(A)
Altshuler Berzon LLP
Attorneys at Law
177 Post Street Suite 300
San Francisco
CA
94108
Type or Classification
(B)
Legal Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$7,908
Total of All Transactions with this Payee/Payer for This Schedule$7,908
Name and Address
(A)
ATT Mobility
P.O. Box 6463

Carol Stream
IL
60197-6493
Type or Classification
(B)
Telecommunications Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,281
Total of All Transactions with this Payee/Payer for This Schedule$5,281
Name and Address
(A)
Banys, P.C.

567 Marsh Street
San Louis Obispo
CA
93401
Type or Classification
(B)
Arbitrators
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$23,750
Total Non-Itemized Transactions with this Payee/Payer$1,250
Total of All Transactions with this Payee/Payer for This Schedule$25,000
Arbitration Services08/13/2020$23,750
Name and Address
(A)
Berliner Cohen LLP

10 Almaden Blvd Suite 1100
San Jose
CA
95113
Type or Classification
(B)
Legal Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,503
Total Non-Itemized Transactions with this Payee/Payer$4,641
Total of All Transactions with this Payee/Payer for This Schedule$16,144
Legal Services02/29/2020$6,401
Legal Services07/15/2020$5,102
Name and Address
(A)
Chijate Food Services Inc

4224 El Camino Real
Palo Alto
CA
94306
Type or Classification
(B)
Catering Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$6,200
Total of All Transactions with this Payee/Payer for This Schedule$6,200
Name and Address
(A)
Community Printers, Inc.

1827 Soquel Avenue
Santa Cruz
CA
95062
Type or Classification
(B)
Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,473
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,473
Printing Services Contracts08/15/2020$8,473
Name and Address
(A)
County of Fresno
P.O. Box 1247
Attn Payroll Unit
Fresno
CA
93715-1247
Type or Classification
(B)
County Government
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$52,470
Total Non-Itemized Transactions with this Payee/Payer$5,112
Total of All Transactions with this Payee/Payer for This Schedule$57,582
Reimburse Salaries and Benefits06/15/2020$13,060
Reimburse Salaries and Benefits07/30/2020$23,172
Reimburse Salaries and Benefits07/30/2020$9,831
Reimburse Salaries and Benefits09/30/2020$6,407
Name and Address
(A)
County of Monterey

168 W Alisal Street 3rd Flr
Salinas
CA
93901-2680
Type or Classification
(B)
County Government
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$66,155
Total Non-Itemized Transactions with this Payee/Payer$6,010
Total of All Transactions with this Payee/Payer for This Schedule$72,165
Reimburse Salaries and Benefits06/17/2020$61,141
Reimburse Salaries and Benefits07/14/2020$5,014
Name and Address
(A)
County of San Mateo

555 County Center
Redwood City
CA
94063
Type or Classification
(B)
County Government
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$29,378
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$29,378
Reimburse Salaries and Benefits07/23/2020$10,222
Reimburse Salaries and Benefits08/27/2020$19,156
Name and Address
(A)
County of Santa Clara
ESA Fiscal Service
70 W Hedding St 8th Fl East
San Jose
CA
95110
Type or Classification
(B)
County Government
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,483
Total Non-Itemized Transactions with this Payee/Payer$1,811
Total of All Transactions with this Payee/Payer for This Schedule$15,294
Arbitration Services05/13/2020$13,483
Name and Address
(A)
Elizabeth Trimarco

3141 Guido Street
Oakland
CA
94602
Type or Classification
(B)
Communications Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$32,400
Total Non-Itemized Transactions with this Payee/Payer$19,519
Total of All Transactions with this Payee/Payer for This Schedule$51,919
Training Services Organizing05/13/2020$6,525
Training Services Organizing06/12/2020$7,650
Training Services Organizing07/29/2020$10,800
Training Services Organizing10/14/2020$7,425
Name and Address
(A)
Fairfield Inn and Suites San Jose

1755 North First Street
San Jose
CA
95112-4502
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$7,450
Total of All Transactions with this Payee/Payer for This Schedule$7,450
Name and Address
(A)
Fresno Unified School District
Fiscal Services Dept Acctg
2309 Tulare Street
Fresno
CA
93721-2287
Type or Classification
(B)
School Distict
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$35,283
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$35,283
Reimburse Salaries and Benefits01/30/2020$35,283
Name and Address
(A)
Holiday Inn San Jose

1350 N 1st Street
San Jose
CA
95112
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$11,956
Total of All Transactions with this Payee/Payer for This Schedule$11,956
Name and Address
(A)
Joel Schaffer

104 Fiesta Circle
Orinda
CA
94563
Type or Classification
(B)
Arbitrator
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,971
Total of All Transactions with this Payee/Payer for This Schedule$5,971
Name and Address
(A)
Larry Rhett Jr

1136 Ridgeley Dr
Campbell
CA
95008
Type or Classification
(B)
Negotiator
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,440
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,440
Strike Line Expenses03/31/2020$10,440
Name and Address
(A)
Michael Prihar
P.O. Box 3347

Camarillo
CA
93011
Type or Classification
(B)
Arbitrator
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,534
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,534
Arbitration Services11/15/2020$8,534
Name and Address
(A)
Oakland Marriott City Center

1 Broadway
Oakland
CA
94607
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$6,602
Total of All Transactions with this Payee/Payer for This Schedule$6,602
Name and Address
(A)
RBA and Associates
Maui Wowi
1821 S. Bascom Ave No. 321
Campbell
CA
95008
Type or Classification
(B)
Catering Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,450
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$9,450
Negotiations Santa Clara Ratification08/30/2020$9,450
Name and Address
(A)
SRK Research LLC

3859 Cesar Chavez Street
San Francisco
CA
94131
Type or Classification
(B)
Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,900
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,900
Consulting Services Organizing Campaigns02/21/2020$7,900
Name and Address
(A)
Tele Town Hall LLC

1001 N. 19th St Suite 1200
Arlington
VA
22209
Type or Classification
(B)
Communications Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,392
Total Non-Itemized Transactions with this Payee/Payer$6,532
Total of All Transactions with this Payee/Payer for This Schedule$11,924
Phone Banking SCCO Campaign03/30/2020$5,392
Name and Address
(A)
Togo's Restaurants

902 Ocean Street
Santa Cruz
CA
95060
Type or Classification
(B)
Catering Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,307
Total Non-Itemized Transactions with this Payee/Payer$5,459
Total of All Transactions with this Payee/Payer for This Schedule$16,766
SCCO Strike Line Refreshments03/31/2020$11,307
Name and Address
(A)
Tyler and Bursch, LLP

25026 Las Brisas Road
Murrieta
CA
92562
Type or Classification
(B)
Arbitrators
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
Arbitration Services02/04/2020$7,500
Name and Address
(A)
Valley Transportation Authority VTA
Employee Relations B-1
3331 North First Street
San Jose
CA
95134
Type or Classification
(B)
Public Transit Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$26,371
Total of All Transactions with this Payee/Payer for This Schedule$26,371
Name and Address
(A)
Weinberg Roger and Rosenfeld

1001 Marina Village Pky#200
Alameda
CA
94501-1091
Type or Classification
(B)
Legal Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$483,950
Total Non-Itemized Transactions with this Payee/Payer$7,098
Total of All Transactions with this Payee/Payer for This Schedule$491,048
Legal Retainer/Arbitration Services01/29/2020$41,543
Legal Retainer/Arbitration Services02/27/2020$35,116
Arbitration Services03/13/2020$14,725
Legal Retainer/Arbitration Services03/27/2020$32,101
Legal Retainer/Arbitration Services04/29/2020$29,247
Arbitration Services05/13/2020$13,201
Legal Retainer05/29/2020$28,247
Legal Retainer/Arbitration Services06/29/2020$28,374
Arbitration Services07/14/2020$15,511
Legal Retainer/Arbitration Services07/29/2020$39,630
Arbitration Services08/13/2020$14,484
Legal Retainer/Arbitration Services08/27/2020$29,680
Arbitration Services09/11/2020$11,705
Legal Retainer/Arbitration Services09/29/2020$40,799
Arbitration Services10/14/2020$11,113
Legal Retainer10/29/2020$28,247
Legal Retainer/Arbitration Services11/25/2020$31,349
Legal Retainer/Arbitration Services12/29/2020$33,661
Arbitration Services12/31/2020$5,217
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 543-660

Name and Address
(A)
No on Prop 22 Sponsored by the Labor Organizations

600 Grand Avenue Suite 410
Oakland
CA
94610
Type or Classification
(B)
Ballot Measure
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$50,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$50,000
Political Donation10/08/2020$50,000
Name and Address
(A)
Olson Hagel and Fishburn LLP

555 Capitol Mall Suite 1425
Sacramento
CA
95814-4602
Type or Classification
(B)
Legal Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$28,415
Total Non-Itemized Transactions with this Payee/Payer$13,591
Total of All Transactions with this Payee/Payer for This Schedule$42,006
Legal Services02/27/2020$6,908
Legal Services04/14/2020$7,552
Legal Services11/25/2020$8,870
Legal Services12/29/2020$5,085
Name and Address
(A)
Opportunity for All Coalition

1414 K Street Suite 250
Sacramento
CA
95814
Type or Classification
(B)
Political Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$50,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$50,000
Political Donation10/08/2020$50,000
Name and Address
(A)
Schools and Communities First
c/o Kaufman Legal Group
777 S Figueroa St Ste 4050
Los Angeles
CA
90017-5864
Type or Classification
(B)
Ballot Measure
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$175,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$175,000
Political Donation10/08/2020$175,000
Name and Address
(A)
SEIU Local 521 Issues PAC

555 Capitol Mall Suite 1425
Sacramento
CA
95814-4602
Type or Classification
(B)
Affiliate PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$191,127
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$191,127
Political Donation02/15/2020$16,375
Political Donation03/15/2020$16,344
Political Donation04/15/2020$16,720
Political Donation05/15/2020$16,202
Political Donation06/15/2020$15,896
Political Donation07/15/2020$15,814
Political Donation08/15/2020$15,577
Political Donation09/15/2020$15,278
Political Donation10/15/2020$15,239
Political Donation11/15/2020$15,749
Political Donation12/15/2020$16,091
Political Donation12/31/2020$15,842
Name and Address
(A)
Yes on 25 : End Money Bail

555 Capitol Mall Suite 400
Sacramento
CA
95814
Type or Classification
(B)
Ballot Measure
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$50,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$50,000
Political Donation10/08/2020$50,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 543-660

Name and Address
(A)
Food Maxx

1539 Parkmoor Ave
San Jose
CA
95128
Type or Classification
(B)
Supermarket
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$6,014
Total of All Transactions with this Payee/Payer for This Schedule$6,014
Name and Address
(A)
Health Access California

1127 Eleventh St Suite 925
Sacramento
CA
95814
Type or Classification
(B)
Charitable Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Donation08/15/2020$5,000
Name and Address
(A)
Santa Clara Residents For a Safe Healthy Community

400 Capitol Mall
Sacramento
CA
95814
Type or Classification
(B)
Charitable Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$261,300
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$261,300
Donation01/14/2020$261,300
Name and Address
(A)
Service Employees International Union

1800 Massachusetts Ave NW
Washington
DC
20036
Type or Classification
(B)
Affiliate Labor Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$250,001
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$250,001
Childcare and Clinics Donation05/29/2020$104,167
Childcare and Clinics Donation07/29/2020$41,667
Childcare and Clinics Donation09/29/2020$41,667
Childcare and Clinics Donation11/13/2020$41,667
Childcare and Clinics Donation12/14/2020$20,833
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 543-660

Name and Address
(A)
1890 Artesia LLC
c/o Talkot Properties
101 N Irwin Street #102
Hanford
CA
93230
Type or Classification
(B)
Landlord
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$6,600
Total of All Transactions with this Payee/Payer for This Schedule$6,600
Name and Address
(A)
Adobe Systems Inc

345 Park Avenue
San Jose
CA
95110-2704
Type or Classification
(B)
Software Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,383
Total Non-Itemized Transactions with this Payee/Payer$622
Total of All Transactions with this Payee/Payer for This Schedule$7,005
Software Licenses10/29/2020$6,383
Name and Address
(A)
All Commercial Landscape Service Inc.

5213 E Pine Ave
Fresno
CA
93727
Type or Classification
(B)
Lawn Maintenance Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$19,846
Total of All Transactions with this Payee/Payer for This Schedule$19,846
Name and Address
(A)
All-Guard Alarm Systems, Inc.

1306 Stealth Street
Livermore
CA
94551
Type or Classification
(B)
Security Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,002
Total of All Transactions with this Payee/Payer for This Schedule$5,002
Name and Address
(A)
Amazon.com

410 Terry Avenue N
Seattle
WA
98109
Type or Classification
(B)
On Line Supply Store
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$27,659
Total of All Transactions with this Payee/Payer for This Schedule$27,659
Name and Address
(A)
Armanino Solutions, LLC

12657 Alcosta Blvd Ste 500
San Ramon
CA
94583-4427
Type or Classification
(B)
Software Consultants
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$19,179
Total Non-Itemized Transactions with this Payee/Payer$4,500
Total of All Transactions with this Payee/Payer for This Schedule$23,679
Great Plains Software Maintenance09/22/2020$19,179
Name and Address
(A)
Atlas Private Security, Inc

1735 N. 1st Street #104
San Jose
CA
95112
Type or Classification
(B)
Security Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$12,251
Total of All Transactions with this Payee/Payer for This Schedule$12,251
Name and Address
(A)
ATT
P.O. Box 5025

Carol Stream
IL
60197-5025
Type or Classification
(B)
Telecommunications Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$12,046
Total of All Transactions with this Payee/Payer for This Schedule$12,046
Name and Address
(A)
ATT Mobility
P.O. Box 6463

Carol Stream
IL
60197-6493
Type or Classification
(B)
Telecommunications Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$12,759
Total of All Transactions with this Payee/Payer for This Schedule$12,759
Name and Address
(A)
ATT Teleconference Services
P.O. Box 5002

Carl Stream
IL
60197-5002
Type or Classification
(B)
Telecommunications Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,031
Total of All Transactions with this Payee/Payer for This Schedule$5,031
Name and Address
(A)
Bank of the West

95 S Market St Suite 100
San Jose
CA
95113
Type or Classification
(B)
Financial Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$598,620
Total Non-Itemized Transactions with this Payee/Payer$8,212
Total of All Transactions with this Payee/Payer for This Schedule$606,832
Mortgage Payment01/31/2020$49,885
Mortgage Payment02/29/2020$49,885
Mortgage Payment03/31/2020$49,885
Mortgage Payment04/30/2020$49,885
Mortgage Payment05/31/2020$49,885
Mortgage Payment06/30/2020$49,885
Mortgage Payment07/30/2020$49,885
Mortgage Payment08/31/2020$49,885
Mortgage Payment09/30/2020$49,885
Mortgage Payment10/31/2020$49,885
Mortgage Payment11/30/2020$49,885
Mortgage Payment12/31/2020$49,885
Name and Address
(A)
BMI Imaging Systems Inc.

1115 East Arques Ave
Sunnyvale
CA
94085
Type or Classification
(B)
Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,517
Total Non-Itemized Transactions with this Payee/Payer$3,097
Total of All Transactions with this Payee/Payer for This Schedule$18,614
Printing Services San Jose07/30/2020$15,517
Name and Address
(A)
Bras Leslie DBA Older's Landscaping
P.O. Box 1299

Pleasanton
CA
94566
Type or Classification
(B)
Lawn Maintenance Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$7,200
Total of All Transactions with this Payee/Payer for This Schedule$7,200
Name and Address
(A)
Calibre CPA Group PLLC

7501 Wisconsin Ave #1200W
Bethesda
MD
20814
Type or Classification
(B)
CPA Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$40,200
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$40,200
Audit Services07/15/2020$25,000
Audit Services10/15/2020$7,500
Audit Services10/30/2020$7,700
Name and Address
(A)
Carina

215 Columbia St Suite 300
Seattle
WA
98104
Type or Classification
(B)
Homecare Search Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$27,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$27,000
Childcare Program Tool06/12/2020$12,750
Childcare Program Tool10/14/2020$14,250
Name and Address
(A)
Comcast
P.O. Box 34744

Seattle
WA
98124-1744
Type or Classification
(B)
Telecommunications Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$14,321
Total of All Transactions with this Payee/Payer for This Schedule$14,321
Name and Address
(A)
Costco Business Delivery

22330 Hathaway Ave
Hayward
CA
94541
Type or Classification
(B)
Supply Store
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$6,703
Total of All Transactions with this Payee/Payer for This Schedule$6,703
Name and Address
(A)
Dell Marketing LP
P.O. Box 910916

Pasadena
CA
91110-0916
Type or Classification
(B)
Computer Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,029
Total of All Transactions with this Payee/Payer for This Schedule$5,029
Name and Address
(A)
Easypermit Postage
P.O. Box 371874

Pittsburgh
PA
15250-7874
Type or Classification
(B)
Postage
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$7,898
Total of All Transactions with this Payee/Payer for This Schedule$7,898
Name and Address
(A)
Edgewood Partners Insurance Center
P.O. Box 102160

Pasadena
CA
91189-2160
Type or Classification
(B)
Insurance Agency
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$125,868
Total Non-Itemized Transactions with this Payee/Payer$3,523
Total of All Transactions with this Payee/Payer for This Schedule$129,391
Workers Compensation Insurance02/27/2020$125,868
Name and Address
(A)
Freshworks Inc

14005 Live Oak Ave
Irwindale
CA
91706-1300
Type or Classification
(B)
Software Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,743
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,743
Computer Services08/13/2020$8,743
Name and Address
(A)
GSF Edgewater Investors LP
DBA Edgewater Condo Rentals
8200 Kroll Way #99
Bakersfield
CA
93311
Type or Classification
(B)
Landlord
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$11,504
Total of All Transactions with this Payee/Payer for This Schedule$11,504
Name and Address
(A)
Home Depot Credit Services
P.O. Box 790328

St Louis
MO
63179
Type or Classification
(B)
Supply Store
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$8,007
Total of All Transactions with this Payee/Payer for This Schedule$8,007
Name and Address
(A)
Impala Promotions

303 Potrerp St #29-102
Santa Cruz
CA
95060
Type or Classification
(B)
Promotional Merchandise Supplier
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$32,611
Total Non-Itemized Transactions with this Payee/Payer$9,295
Total of All Transactions with this Payee/Payer for This Schedule$41,906
Promotional Merchandise06/01/2020$10,761
Promotional Merchandise09/30/2020$21,850
Name and Address
(A)
J and J Air Conditioning Inc

1086 N 11th Street
San Jose
CA
95112-2927
Type or Classification
(B)
HVAC Service Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$17,007
Total of All Transactions with this Payee/Payer for This Schedule$17,007
Name and Address
(A)
Jaystar Group Inc

200 Connecticut Ave 5th Fl
Norwalk
CT
06854
Type or Classification
(B)
LM-2 Consultants
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$16,590
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$16,590
LM-2 Preparation Services04/14/2020$8,295
LM-2 Preparation Services11/13/2020$8,295
Name and Address
(A)
KBA Document Solutions, LLC
P.O Box 3687

Hayward
CA
94540-3687
Type or Classification
(B)
Business Equipment Leasing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$14,500
Total of All Transactions with this Payee/Payer for This Schedule$14,500
Name and Address
(A)
Kristine M. Hannas-De Freitas

37748 Palo Colorado Rd
Carmel
CA
93923
Type or Classification
(B)
Building Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,849
Total of All Transactions with this Payee/Payer for This Schedule$5,849
Name and Address
(A)
LeBeau Thelen Attorneys At Law

5001 E Commercenter Dr #300
Bakersfield
CA
93389-2092
Type or Classification
(B)
Legal Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$20,000
Legal Services02/15/2020$20,000
Name and Address
(A)
Lee's Accu-Tech Service, Inc.

5456 W Mission Ave
Fresno
CA
93722
Type or Classification
(B)
HVAC Service Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$6,579
Total of All Transactions with this Payee/Payer for This Schedule$6,579
Name and Address
(A)
Leo Bargiacchi
Russell E Gross Real Estate
3140 Porter Street Suite A
Soquel
CA
95073
Type or Classification
(B)
Landlord
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,149
Total Non-Itemized Transactions with this Payee/Payer$49,193
Total of All Transactions with this Payee/Payer for This Schedule$59,342
Rent Santa Cruz03/27/2020$5,053
Rent Santa Cruz12/29/2020$5,096
Name and Address
(A)
Logic Technology Consulting Group

370 Crenshaw Blvd Ste E206
Torrance
CA
90503
Type or Classification
(B)
IT Consultants
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$75,122
Total Non-Itemized Transactions with this Payee/Payer$875
Total of All Transactions with this Payee/Payer for This Schedule$75,997
Computer Consulting Services02/15/2020$8,375
Computer Consulting Services03/15/2020$8,872
Computer Consulting Services04/15/2020$8,375
Computer Consulting Services06/15/2020$14,250
Computer Consulting Services07/15/2020$5,875
Computer Consulting Services08/15/2020$5,875
Computer Consulting Services09/15/2020$5,875
Computer Consulting Services09/30/2020$5,875
Computer Consulting Services11/15/2020$5,875
Computer Consulting Services12/15/2020$5,875
Name and Address
(A)
Mad Illustrators

1619 E Street
Fresno
CA
93706
Type or Classification
(B)
Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$6,199
Total of All Transactions with this Payee/Payer for This Schedule$6,199
Name and Address
(A)
Margolies And Potterton

8017 Stonehill Drive
Plano
TX
75025
Type or Classification
(B)
Employment Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,796
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$15,796
Staff Recruiting Services03/01/2020$15,796
Name and Address
(A)
Microsoft
P.O. Box 842103

Dallas
TX
75284-2103
Type or Classification
(B)
Software Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$27,000
Total Non-Itemized Transactions with this Payee/Payer$7,535
Total of All Transactions with this Payee/Payer for This Schedule$34,535
Software Licenses11/30/2020$27,000
Name and Address
(A)
Office Depot
P.O. Box 70025

Los Angeles
CA
90074-0025
Type or Classification
(B)
Office Supply Store
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$9,887
Total of All Transactions with this Payee/Payer for This Schedule$9,887
Name and Address
(A)
Pablino Valencia
dba A1 Bay Area Glass
1561 Virginia Pl
San Jose
CA
95116
Type or Classification
(B)
Building Maintenance Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,332
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$11,332
Building Maintenance12/23/2020$11,332
Name and Address
(A)
Pacific Printing

1445 Monterey Hwy
San Jose
CA
95110
Type or Classification
(B)
Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,762
Total of All Transactions with this Payee/Payer for This Schedule$5,762
Name and Address
(A)
PC Connection Sales Corp
P.O. Box 536472

Pittsburg
PA
15253-5906
Type or Classification
(B)
Computer Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,059
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,059
Software Licenses09/15/2020$6,059
Name and Address
(A)
PGE
Box 997300

Sacramento
CA
95899-7300
Type or Classification
(B)
Utility Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$108,019
Total Non-Itemized Transactions with this Payee/Payer$37,898
Total of All Transactions with this Payee/Payer for This Schedule$145,917
Utility Service01/30/2020$7,593
Utility Service02/29/2020$8,153
Utility Service03/30/2020$7,793
Utility Service04/30/2020$6,217
Utility Service05/30/2020$6,044
Utility Service07/01/2020$9,048
Utility Service08/15/2020$14,118
Utility Service08/30/2020$9,044
Utility Service09/15/2020$5,852
Utility Service09/30/2020$10,261
Utility Service10/30/2020$9,037
Utility Service12/08/2020$9,106
Utility Service12/30/2020$5,753
Name and Address
(A)
Pitney Bowes Global Financial Services
P.O. Box 371887

Pittsburgh
PA
15250-7887
Type or Classification
(B)
Postage Meter Rental
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,115
Total Non-Itemized Transactions with this Payee/Payer$164
Total of All Transactions with this Payee/Payer for This Schedule$11,279
Postage Meter Lease02/29/2020$11,115
Name and Address
(A)
Protection 1 Security Solutions
P.O. Box 219044

Kansas City
MO
64121-9044
Type or Classification
(B)
Security Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,708
Total of All Transactions with this Payee/Payer for This Schedule$5,708
Name and Address
(A)
Republic Services Santa Clara County #915
P.O. Box 78829

Phoenix
AZ
85062-8829
Type or Classification
(B)
Building Maintenance Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$6,666
Total of All Transactions with this Payee/Payer for This Schedule$6,666
Name and Address
(A)
Restoration Specialty Inc.
dba Service Pro NE San Jose
2530 Berryesa Rd #151
San Jose
CA
95132
Type or Classification
(B)
Building Maintenance Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,478
Total of All Transactions with this Payee/Payer for This Schedule$5,478
Name and Address
(A)
Russell Jackson LLC

5715 Hwy 85 North
Crestview
FL
32536
Type or Classification
(B)
Computer Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$85,558
Total Non-Itemized Transactions with this Payee/Payer$2,220
Total of All Transactions with this Payee/Payer for This Schedule$87,778
Great Plains Software Maintenance02/27/2020$6,012
Great Plains Software Maintenance03/13/2020$18,280
Great Plains Software Maintenance05/29/2020$5,600
Great Plains Software Maintenance06/29/2020$8,375
Great Plains Software Maintenance07/29/2020$7,728
Great Plains Software Maintenance08/27/2020$8,838
Great Plains Software Maintenance09/29/2020$5,600
Great Plains Software Maintenance10/30/2020$10,595
Great Plains Software Maintenance12/14/2020$5,970
Great Plains Software Maintenance12/29/2020$8,560
Name and Address
(A)
Samuel Apolinar
dba Sam's Tree Service
337 Hanson Ave
San Jose
CA
95117
Type or Classification
(B)
Tree Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$9,500
Building Maintenance12/30/2020$9,500
Name and Address
(A)
San Jose Water Company

110 West Taylor Street
San Jose
CA
95110-2131
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$9,932
Total of All Transactions with this Payee/Payer for This Schedule$9,932
Name and Address
(A)
Santa Cruz Metro Transit District

110 Vernon Street
Santa Cruz
CA
95060
Type or Classification
(B)
Government Department
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,633
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,633
Dues Refund05/15/2020$5,633
Name and Address
(A)
Shred It

28883 Network Place
Chicago
IL
60673-1288
Type or Classification
(B)
Document Destruction Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$9,525
Total of All Transactions with this Payee/Payer for This Schedule$9,525
Name and Address
(A)
Star Clean Inc

7940 N Maple Suite 106
Fresno
CA
93720
Type or Classification
(B)
Building Maintenance Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$18,561
Total of All Transactions with this Payee/Payer for This Schedule$18,561
Name and Address
(A)
Strobel Properties

250 Abbott Street Suite E
Salinas
CA
93901
Type or Classification
(B)
Landlord
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$45,292
Total of All Transactions with this Payee/Payer for This Schedule$45,292
Name and Address
(A)
SYSCO Central California Inc
P.O. Box 729

Modesto
CA
95353
Type or Classification
(B)
Supply Store
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,086
Total of All Transactions with this Payee/Payer for This Schedule$5,086
Name and Address
(A)
TPx Communications
P.O. Box 509013

San Diego
CA
92150-9013
Type or Classification
(B)
Telecommunications Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$259,939
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$259,939
Internet Service01/30/2020$21,353
Internet Service02/29/2020$21,381
Internet Service03/30/2020$22,008
Internet Service04/30/2020$22,035
Internet Service06/01/2020$21,972
Internet Service07/01/2020$21,933
Internet Service08/15/2020$22,091
Internet Service08/30/2020$22,091
Internet Service09/30/2020$22,288
Internet Service10/30/2020$22,149
Internet Service12/08/2020$22,212
Internet Service12/31/2020$18,426
Name and Address
(A)
UAS Carpet and HC Janitorial Services Inc.

13 Pelican Drive
Watsonville
CA
95076
Type or Classification
(B)
Building Maintenance Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$17,277
Total Non-Itemized Transactions with this Payee/Payer$25,813
Total of All Transactions with this Payee/Payer for This Schedule$43,090
Building Maintenance08/01/2020$17,277
Name and Address
(A)
Union Insurance Group Inc.

303 W Erie St Suite #310
Chicago
IL
60654
Type or Classification
(B)
Insurance Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$194,861
Total Non-Itemized Transactions with this Payee/Payer$4,208
Total of All Transactions with this Payee/Payer for This Schedule$199,069
Liability and Umbrella Insurances02/27/2020$179,442
Flood Insurance12/14/2020$15,419
Name and Address
(A)
Union Jobs Clearinghouse

122 Calistoga Road #181
Santa Rosa
CA
95409-3702
Type or Classification
(B)
Job Posting Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$7,125
Total of All Transactions with this Payee/Payer for This Schedule$7,125
Name and Address
(A)
Union Ware

260 Saulteaux Crescent
Winnipeg, Manitoba R2J
00
Type or Classification
(B)
Computer Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$94,300
Total Non-Itemized Transactions with this Payee/Payer$8,400
Total of All Transactions with this Payee/Payer for This Schedule$102,700
Computer Database Services01/30/2020$7,625
Computer Database Services02/29/2020$7,625
Computer Database Services03/30/2020$7,815
Computer Database Services04/30/2020$7,815
Computer Database Services05/30/2020$7,815
Computer Database Services06/30/2020$7,815
Computer Database Services07/30/2020$7,815
Computer Database Services08/15/2020$8,715
Computer Database Services09/30/2020$7,815
Computer Database Services10/15/2020$7,815
Computer Database Services11/30/2020$7,815
Computer Database Services12/23/2020$7,815
Name and Address
(A)
United States Postal Service

1750 Lundy Avenue
San Jose
CA
95101-7024
Type or Classification
(B)
Postage
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,353
Total of All Transactions with this Payee/Payer for This Schedule$5,353
Name and Address
(A)
Vanguard Cleaning Systems of the Southern Valley

5301 Office Park Dr Ste 220
Bakersfield
CA
93309
Type or Classification
(B)
Building Maintenance Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$7,360
Total of All Transactions with this Payee/Payer for This Schedule$7,360
Name and Address
(A)
Vigilant Private Security Inc.

2100 N Winery Ave #102
Fresno
CA
93703
Type or Classification
(B)
Security Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$8,158
Total of All Transactions with this Payee/Payer for This Schedule$8,158
Name and Address
(A)
Vortex Industries, Inc.
File 1095
1801 W Olympic Blvd
Pasadena
CA
91199-1095
Type or Classification
(B)
Building Maintenance Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$8,440
Total of All Transactions with this Payee/Payer for This Schedule$8,440
Name and Address
(A)
Wells Fargo Bank
P.O. Box 6995

Portland
OR
97228-6995
Type or Classification
(B)
Financial Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$52,216
Total of All Transactions with this Payee/Payer for This Schedule$52,216
Name and Address
(A)
Wells Fargo Financial Leasing
P.O. Box 51043

Los Angeles
CA
90051
Type or Classification
(B)
Business Equipment Leasing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,466
Total Non-Itemized Transactions with this Payee/Payer$57,625
Total of All Transactions with this Payee/Payer for This Schedule$68,091
Leased Equipment03/30/2020$5,191
Leased Equipment08/15/2020$5,275
Name and Address
(A)
West Coast Maintenance

2006 Napa Road
Arvin
CA
93202
Type or Classification
(B)
Building Maintenance Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$26,650
Total of All Transactions with this Payee/Payer for This Schedule$26,650
Name and Address
(A)
Zoom Video Communications Inc.

55 Almaden Blvd 6th Fl
San Jose
CA
95113
Type or Classification
(B)
Video Conferencing Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,662
Total Non-Itemized Transactions with this Payee/Payer$23,572
Total of All Transactions with this Payee/Payer for This Schedule$37,234
Webinars04/30/2020$5,653
Webinars05/31/2020$8,009
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 543-660

Name and Address
(A)
Easypermit Postage
P.O. Box 371874

Pittsburgh
PA
15250-7874
Type or Classification
(B)
Postage
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,219
Total Non-Itemized Transactions with this Payee/Payer$1,141
Total of All Transactions with this Payee/Payer for This Schedule$15,360
SEIU Local 521 Convention Postage01/30/2020$14,219
Name and Address
(A)
Election Buddy

election buddy.com
Edmonton, AB
00
Type or Classification
(B)
Online Voting System
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$12,959
Total of All Transactions with this Payee/Payer for This Schedule$12,959
Name and Address
(A)
Karen Summers

5040 Chiquita Way
Soquel
CA
95073
Type or Classification
(B)
Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$35,730
Total of All Transactions with this Payee/Payer for This Schedule$35,730
Name and Address
(A)
Kurt Edelman
DBA Edelman Consulting LLC
27 Foxwood Drive East
Huntionton Station
NY
11746
Type or Classification
(B)
Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$147,314
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$147,314
Consulting Services02/27/2020$16,825
Consulting Services03/27/2020$15,619
Consulting Services04/29/2020$14,870
Consulting Services05/29/2020$12,500
Consulting Services06/29/2020$12,500
Consulting Services07/29/2020$12,500
Consulting Services08/27/2020$12,500
Consulting Services09/29/2020$12,500
Consulting Services10/29/2020$12,500
Consulting Services11/25/2020$12,500
Consulting Services12/29/2020$12,500
Name and Address
(A)
Lorin M. Walker
P.O. Box 356

Preston
WA
98050
Type or Classification
(B)
Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$112,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$112,000
Consulting Services06/12/2020$28,000
Consulting Services07/14/2020$14,000
Consulting Services07/29/2020$14,000
Consulting Services08/13/2020$14,000
Consulting Services09/29/2020$28,000
Consulting Services12/14/2020$14,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 543-660

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$5,486,451
401k PlanNewport Retirement Services, Inc.$223,800
Dental PlanDelta Dental$198,954
Health BenefitsAnthem Blue Cross$2,289,993
Health BenefitsEmployees$13,638
Health BenefitsKaiser Permanente$874,126
Health BenefitsMomentum for Mental Health$624
Health BenefitsVision Service Plan$27,639
Pension PlanSEIU Affiliates Officers and Employees Fund$1,841,314
Section 125 PlanNavia Benefit Solutions$9,663
Section 125 PlanPO Holding LLC$6,700
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 543-660


Question 10: The Local maintains a separate fund SEIU Local 521 Flex Plan with FlexPlan Services Inc., P.O. Box 70366, Bellevue, WA 98005. The Local maintains a separate 401k trust fund with Newport Retirement Services, Inc., P.O. Box 402572, Atlanta, GA 30384 and files form #5500 FEIN #208192637.

Question 11(a): The Local maintains 3 separate PAC Funds. 1. Service Employees International Union Local 521 Independent Expenditure Committee #1297707 2. Service Employees International Union Local 521 Candidate PAC #1297708 3. Service Employees International Union Local 521 Issues PAC #1297706 All PAC activity is reported to the California Secretary of State on Form 460.

Question 11(b): 2302 ZANKER ROAD, LLC 2302 Zanker Rd, San Jose CA 95131. The LLC was registered in May of 2018 for Title Holding and Real Estate Management. There was no financial activity during Fiscal year 2020.

Question 12: An audit for the year 2020 is scheduled to be performed by Calibre CPA Group, 7501 Wisconsin Avenue Suite 1200W, Bethesda, MD 20814.

Question 15: Fixed Assets with an original cost of $14,377 and having a book value of $2,259 were retired in 2020. Promotional merchandise was purchased for a total amount of $60,408 and given away to members. These expenses are included in

Schedule 18.

Question 16: The mortgage held by Bank of the West is secured by the San Jose building.

Statement A,Other Asset Book Value Begin Total: Beginning Balance decreased by $110,446 Other Receivables/Payables due to audit adjustment posted after 2019 LM2 was filed.

Statement A,Other Liabilities Amount Begin Total: Beginning Balance decreased by $665,221 Reserve Funds due to audit adjustment posted after 2019 LM2 was filed.

Schedule 13, Row1:Regular Members pay Full dues.

Schedule 13, Row2:Retired Members are no longer actively employed and can pay a reduced annual rate or monthly rate.

General Information: Sch 6 Fixed Asset Reconciliation: Book Value Dec 2019 $11,492,212 Sch 4 Purchases 510,359 Retired (non-cash) (14,377) Adj deprec on sold/retired (non-cash) 12,118 Deprec Expense (non-cash) (414,090) Book Value Dec 2020 $11,586,222. Line 32 Mortgage Reconciliation: Balance Dec 2019 $7,288,396 Payments Sch 18 (598,620) Less Sch 18 interest expense 365,083 Balance Dec 2020 $7,054,859.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)