509-238 (LM2) 12/31/2020

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

FORM LM-2 LABOR ORGANIZATION ANNUAL REPORT

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

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

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

READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.

For Official Use Only

1. FILE NUMBER
509-238

2. PERIOD COVERED
From	01/01/2020
Through	12/31/2020

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.) LEADERSHIP COUNCIL	6. DESIGNATION NBR
7. UNIT NAME (if any) PA STATE COUNCIL

8. MAILING ADDRESS (Type or print in capital letters)
First Name Reesa	Last Name Kossoff
P.O Box - Building and Room Number
Number and Street 1500 N. SECOND ST. SUITE 11
City HARRISBURG
State PA	ZIP Code + 4 17102

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:

Reesa Kossoff

PRESIDENT

71. SIGNED:

Matt Yarnell

TREASURER

Date:

Mar 25, 2021

Telephone Number:

717-232-1270

Date:

Mar 25, 2021

Telephone Number:

717-238-3030

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

ITEMS 10 THROUGH 21

FILE NUMBER: 509-238

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

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

54,948

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

Rates of Dues and Fees
Dues/Fees	Amount		Unit	Minimum	Maximum
(a) Regular Dues/Fees	1.35	per	Month	N/A	N/A
(b) Working Dues/Fees	N/A	per		N/A	N/A
(c) Initiation Fees	N/A	per		N/A	N/A
(d) Transfer Fees	N/A	per	N/A	N/A	N/A
(e) Work Permits	N/A	per		N/A	N/A

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

STATEMENT A - ASSETS AND LIABILITIES

FILE NUMBER: 509-238

ASSETS

ASSETS	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
22. Cash		$380,743	$495,045
23. Accounts Receivable	1		$0
24. Loans Receivable	2	$1,788	$0
25. U.S. Treasury Securities		$0	$0
26. Investments	5	$0	$0
27. Fixed Assets	6	$0	$3,845
28. Other Assets	7	$2,526	$2,526
29. TOTAL ASSETS		$385,057	$501,416

LIABILITIES

LIABILITIES	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
30. Accounts Payable	8	$0	$0
31. Loans Payable	9	$0	$0
32. Mortgages Payable		$0	$0
33. Other Liabilities	10	$0	$0
34. TOTAL LIABILITIES		$0	$0

35. NET ASSETS

$385,057

$501,416

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

STATEMENT B - RECEIPTS AND DISBURSEMENTS

FILE NUMBER: 509-238

CASH RECEIPTS	SCH	AMOUNT
36. Dues and Agency Fees		$0
37. Per Capita Tax		$888,573
38. Fees, Fines, Assessments, Work Permits		$0
39. Sale of Supplies		$0
40. Interest		$168
41. Dividends		$0
42. Rents		$0
43. Sale of Investments and Fixed Assets	3	$0
44. Loans Obtained	9	$0
45. Repayments of Loans Made	2	$0
46. On Behalf of Affiliates for Transmittal to Them		$0
47. From Members for Disbursement on Their Behalf		$0
48. Other Receipts	14	$2,115,238
49. TOTAL RECEIPTS		$3,003,979

CASH DISBURSEMENTS		SCH	AMOUNT
50. Representational Activities		15	$0
51. Political Activities and Lobbying		16	$1,973,967
52. Contributions, Gifts, and Grants		17	$375,000
53. General Overhead		18	$301,769
54. Union Administration		19	$0
55. Benefits		20	$184,432
56. Per Capita Tax			$0
57. Strike Benefits			$0
58. Fees, Fines, Assessments, etc.			$0
59. Supplies for Resale			$0
60. Purchase of Investments and Fixed Assets		4	$4,763
61. Loans Made		2	$0
62. Repayment of Loans Obtained		9	$0
63. To Affiliates of Funds Collected on Their Behalf			$0
64. On Behalf of Individual Members			$0
65. Direct Taxes			$59,609

66. Subtotal			$2,899,540
67. Withholding Taxes and Payroll Deductions
67a. Total Withheld	$229,121
67b. Less Total Disbursed	$219,258
67c. Total Withheld But Not Disbursed			$9,863
68. TOTAL DISBURSEMENTS			$2,889,677

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

SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE

FILE NUMBER: 509-238

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

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

SCHEDULE 2 - LOANS RECEIVABLE

FILE NUMBER: 509-238

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

Loans
Outstanding at
Start of Period
(B)

Loans Made
During Period
(C)

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

Loans
Outstanding at
End of Period
(E)

Total of loans not listed above

Total of all lines above

Totals will be automatically entered in...

Item 24
Column (A)

Item 61

Item 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: 509-238

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

				Less Reinvestments	$0
(The total from Net Sales Line will be automatically entered in Item 43)				Net Sales	$0

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

SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 509-238

Description (if land or buildings, give location) (A)	Cost (B)	Book Value (C)	Cash Paid (D)
Total of all lines above	$4,763	$3,844	$4,763
Computer	$1,309	$1,047	$1,309
Computer	$1,354	$1,083	$1,354
Computer	$1,040	$849	$1,040
Computer	$1,060	$865	$1,060

		Less Reinvestments	$0
(The total from Net Purchases Line will be automatically entered in Item 60.)		Net Purchases	$4,763

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

SCHEDULE 5 - INVESTMENTS

FILE NUMBER: 509-238

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))

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

SCHEDULE 6 - FIXED ASSETS

FILE NUMBER: 509-238

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

B. Buildings (give location)

C. Automobiles and Other Vehicles

D. Office Furniture and Equipment

$8,812

$4,967

$3,845

E. Other Fixed Assets

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

$8,812

$4,967

$3,845

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

SCHEDULE 7 - OTHER ASSETS

FILE NUMBER: 509-238

Description (A)	Book Value (B)
Total (Total will be automatically entered in Item 28, Column(B))	$2,526
Security Deposit	$2,526

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

SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE

FILE NUMBER: 509-238

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: 509-238

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

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

SCHEDULE 10 - OTHER LIABILITIES

FILE NUMBER: 509-238

Description (A)	Amount at End of Period (B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D))	$0

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

SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS

FILE NUMBER: 509-238

(A)
Name

(B)
Title

(D)
Gross Salary
Disbursements
(before any
deductions)

(E)
Allowances
Disbursed

(F)
Disbursements for Official Business

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

(H)
TOTAL

A
B
C

Kossoff , Reesa B
Executive Director
C

$119,705

$1,640

$121,345

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

20 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

80 %

Schedule 19
Administration

0 %

Total Officer Disbursements	$119,705	$0	$1,640	$0	$121,345
Less Deductions
Net Disbursements					$121,345

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

SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES

FILE NUMBER: 509-238

(A)
Name

(B)
Title

(D)
Gross Salary
Disbursements
(before any
deductions)

(E)
Allowances Disbursed

(F)
Disbursements for Official Business

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

(H)
TOTAL

A
B
C

Ellis , Christopher M
Member Organizer
N/A

$20,911

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

Bordo , Karen
Member Organizer
N/A

$24,329

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

Burgan , Jessica M
Field Director
N/A

$96,470

$2,360

$98,830

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

58 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

42 %

Schedule 19
Administration

0 %

A
B
C

Trent , Kelli S
Member Organizer
N/A

$22,126

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

Owens , Leigh A
Legislative Director
N/A

$79,852

$1,148

$81,000

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

95 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

5 %

Schedule 19
Administration

0 %

A
B
C

Coleman , Barbara
Member Organizer
N/A

$11,478

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

Coffey , Nina J
Member Organizer
N/A

$16,024

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

Weiss , Rita
Finance Director
N/A

$46,466

$140

$46,606

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

Edmonds , Jennifer R
Member Organizer
N/A

$13,525

$74

$13,599

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

Edwards , Charlene J
Member Organizer
N/A

$18,196

$159

$18,355

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

Malachi , Artinese A
Member Organizer
N/A

$24,119

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

Margulis , Gary
Member Organizer
N/A

$15,015

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

Moore , Julie
Member Organizer
N/A

$11,106

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

Mort, IV , Dare W
Member Organizer
N/A

$11,912

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

Price , Lenora
Member Organizer
N/A

$11,082

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 %

TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS

$126,913

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 %

Total Employee Disbursements	$549,524	$0	$3,881	$0	$553,405
Less Deductions
Net Disbursements					$553,405

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

SCHEDULE 13 - MEMBERSHIP STATUS

FILE NUMBER: 509-238

Category of Membership (A)	Number (B)	Voting Eligibility (C)
Members (Total of all lines above)	54,948
Agency Fee Payers*
Total Members/Fee Payers	54,948
*Agency Fee Payers are not considered members of the labor organization.
General Members	54,948	No

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

DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19

FILE NUMBER: 509-238

SCHEDULE 14 OTHER RECEIPTS
1. Named Payer Itemized Receipts	$2,093,569
2. Named Payer Non-itemized Receipts	$21,077
3. All Other Receipts	$592
4. Total Receipts	$2,115,238

SCHEDULE 17 CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements	$375,000
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$0
4. To Employees	$0
5. All Other Disbursements	$0
6. Total Disbursements	$375,000

SCHEDULE 15 REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements	$0
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$0
4. To Employees	$0
5. All Other Disbursements	$0
6. Total Disbursements	$0

SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee Itemized Disbursements	$30,000
2. Named Payee Non-itemized Disbursements	$69,131
3. To Officers	$97,076
4. To Employees	$92,165
5. All Other Disbursements	$13,397
6. Total Disbursements	$301,769

SCHEDULE 16 POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements	$1,405,199
2. Named Payee Non-itemized Disbursements	$48,906
3. To Officers	$24,269
4. To Employees	$461,240
5. All Other Disbursements	$34,353
6. Total Disbursements	$1,973,967

SCHEDULE 19 UNION ADMINISTRATION
1. Named Payee Itemized Disbursements	$0
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$0
4. To Employees	$0
5. All Other Disbursements	$0
6. Total Disbursements	$0

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

SCHEDULE 14 - OTHER RECEIPTS

FILE NUMBER: 509-238

Name and Address
(A)

Local 668

2589 Interstate Drive
Harrisburg
PA
17110

Type or Classification
(B)

Labor Union

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$238,358
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$238,358
Joint Resource Agreement	10/15/2020	$238,358

Name and Address
(A)

SEIU Healthcare PA

1500 North Second Street
Harrisburg
PA
17102

Type or Classification
(B)

Labor Union

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$225,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$225,000
Joint Resource Agreement	09/28/2020	$225,000

Name and Address
(A)

SEIU International

1800 Massachusetts Avenue
Washington
DC
20036

Type or Classification
(B)

International Union

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$1,567,423
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$1,567,423
SEIU Subsidy	02/12/2020	$80,000
Joint Resource Agreement	05/08/2020	$650,000
Joint Resource Agreement	07/10/2020	$152,000
Joint Resource Agreement	07/31/2020	$666,032
Joint Resource Agreement	07/31/2020	$19,391

Name and Address
(A)

SEIU PA COPE

1500 North Second Street
Harrisburg
PA
17102

Type or Classification
(B)

COEP Fund

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$47,788
Total Non-Itemized Transactions with this Payee/Payer		$21,077
Total of All Transactions with this Payee/Payer for This Schedule		$68,865
MPO Reimbursement	09/25/2020	$6,571
MPO Reimbursement	09/30/2020	$6,938
MPO Reimbursement	10/07/2020	$6,304
MPO Reimbursement	10/14/2020	$7,018
MPO Reimbursement	10/21/2020	$6,755
MPO Reimbursement	10/28/2020	$7,525
MPO Reimbursement	11/04/2020	$6,677

Name and Address
(A)

Workers United PA Joint Board

5050 West Tilghman Street
Allentown
PA
18014

Type or Classification
(B)

Labor Union

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$15,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$15,000
Joint Resource Agreement	09/24/2020	$15,000

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

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES

FILE NUMBER: 509-238

Name and Address
(A)

-1

Type or Classification
(B)

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

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

SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING

FILE NUMBER 509-238

Name and Address
(A)

Bergmann Zwerdling Direct

1015 18th Street NW #500
Washington
DC
20036

Type or Classification
(B)

Marketing Agency

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$204,994
Total Non-Itemized Transactions with this Payee/Payer		$13,637
Total of All Transactions with this Payee/Payer for This Schedule		$218,631
Member Mail	05/19/2020	$7,889
Member Mail	05/19/2020	$13,326
Member Mail	08/13/2020	$9,878
Member Mail	08/13/2020	$8,585
Member Mail	08/26/2020	$15,268
Member Mail	09/09/2020	$10,200
Member Mail	09/22/2020	$16,433
Member Mail	10/12/2020	$9,827
Member Mail	10/12/2020	$15,136
Member Mail	10/12/2020	$18,316
Member Mail	10/12/2020	$7,759
Member Mail	10/12/2020	$12,500
Member Mail	10/19/2020	$13,875
Member Mail	10/19/2020	$16,275
Member Mail	10/19/2020	$17,117
Member Mail	10/26/2020	$12,610

Name and Address
(A)

Commomwealth Communications

121 South Broad St, Ste 400
Philadelphia
PA
19107

Type or Classification
(B)

Political Firm

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$75,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$75,000
Digital Campaign	10/21/2020	$75,000

Name and Address
(A)

PA Alliance Action

121 South Broad St, Ste 400
Philadelphia
PA
19107

Type or Classification
(B)

Advocacy Organization

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$620,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$620,000
Legislative Accountability	06/10/2020	$170,000
Voter Communication	07/10/2020	$125,000
Voter Communication	08/06/2020	$125,000
Voter Communication	09/09/2020	$150,000
Voter Communication	10/19/2020	$50,000

Name and Address
(A)

Pennsylvania Legislative Services

240 North Third St, 6th Fl
Harrisburg
PA
17101

Type or Classification
(B)

Legislative Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,150
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$6,150
Subscription	11/19/2020	$6,150

Name and Address
(A)

Pennsylvania Spotlight

2010 Massachusetts Ave Fl 2
Washington
DC
20036

Type or Classification
(B)

Advocacy Organization

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$4,500
Total of All Transactions with this Payee/Payer for This Schedule		$4,500

Name and Address
(A)

Pennsylvania Stands Up

5 North Lime Street
Lancaster
PA
17602

Type or Classification
(B)

Advocacy Organization

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$25,000
Total Non-Itemized Transactions with this Payee/Payer		$448
Total of All Transactions with this Payee/Payer for This Schedule		$25,448
Digital Campaign	10/23/2020	$25,000

Name and Address
(A)

Project Keystone

230 S Broad St, Fl 17
Philadelphia
PA
19102

Type or Classification
(B)

Research Organization

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$162,500
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$162,500
Subscription	05/15/2020	$162,500

Name and Address
(A)

SEIU Healthcare PA

1500 North Second Street
Harrisburg
PA
17102

Type or Classification
(B)

Labor Union

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
Digital Campaign	10/15/2020	$5,000

Name and Address
(A)

SEIU International

1800 Massachusette Avenue
Washington
DC
20036

Type or Classification
(B)

International Union

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$140,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$140,000
Support Fund Contribution	02/03/2020	$140,000

Name and Address
(A)

SEIU Local 32BJ

25 West 18th Street
New York
NY
10011

Type or Classification
(B)

Labor Union

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
Digital Campaign	10/26/2020	$5,000

Name and Address
(A)

SEIU Local 668

2589 Interstate Drive
Harrisburg
PA
17110

Type or Classification
(B)

Labor Union

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
Digital Campaign	10/19/2020	$5,000

Name and Address
(A)

Shelly Lyons Public Affairs & Communications

219 State Street
Harrisburg
PA
17101

Type or Classification
(B)

Political 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
CLEAR Contribution	01/06/2020	$20,000

Name and Address
(A)

Triad Strategies

300 North 2nd St, Ste 600
Harrisburg
PA
17101

Type or Classification
(B)

Consultant/Lobbyist

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,255
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$10,255
Consulting	01/01/2020	$5,128
Consulting	01/23/2020	$5,127

Name and Address
(A)

Unite Here Action Fund

275 7th Avenue, 16 Fl
New York
NY
10001

Type or Classification
(B)

Action Fund

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
Philadelphia Rally	12/16/2020	$5,000

Name and Address
(A)

USPS

1425 Crooker Hill Road
Harrisburg
PA
17110

Type or Classification
(B)

Mail Service

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$65,800
Total Non-Itemized Transactions with this Payee/Payer		$30,321
Total of All Transactions with this Payee/Payer for This Schedule		$96,121
Member Mail	08/10/2020	$5,284
Member Mail	08/11/2020	$5,473
Member Mail	08/26/2020	$8,362
Member Mail	09/29/2020	$10,670
Member Mail	10/02/2020	$6,475
Member Mail	10/05/2020	$6,300
Member Mail	10/14/2020	$6,214
Member Mail	10/22/2020	$5,868
Member Mail	10/27/2020	$5,418
Member Mail	10/28/2020	$5,736

Name and Address
(A)

We the People PA Action

412 North Third Street
Harrisburg
PA
17101

Type or Classification
(B)

Advocacy Organization

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$55,500
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$55,500
Digital Campaign	04/23/2020	$5,500
Digital Campaign	10/23/2020	$50,000

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

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS

FILE NUMBER: 509-238

Name and Address
(A)

PA Alliance Action

121 South Broad St, Ste 400
Philadelphia
PA
19107

Type or Classification
(B)

Advocacy Organization

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$245,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$245,000
Dues	06/17/2020	$25,000
Infrastructure Contribution	09/24/2020	$220,000

Name and Address
(A)

Pennsylvania Spotlight

2010 Massachusetts Ave Fl 2
Washington
DC
20036

Type or Classification
(B)

Advocacy Organization

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$30,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$30,000
Contribution	12/21/2020	$30,000

Name and Address
(A)

Pennsylvania United

841 California Ave, Fl 3
Pittsburgh
PA
15212

Type or Classification
(B)

Advocacy Organization

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$100,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$100,000
Contribution	07/10/2020	$100,000

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

SCHEDULE 18 - GENERAL OVERHEAD

FILE NUMBER: 509-238

Name and Address
(A)

Allegheny County Labor Council

1459 Woodruff Street
Pittsburgh
PA
15220

Type or Classification
(B)

Labor Council

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
Funding Contribution	12/21/2020	$5,000

Name and Address
(A)

Brown Schultz Sheridan & Fritz

210 Grandview Avenue
Camp Hill
PA
17011

Type or Classification
(B)

Accounting Firm

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer		$12,100
Total of All Transactions with this Payee/Payer for This Schedule		$17,100
Accounting Services	02/12/2020	$5,000

Name and Address
(A)

E.I. 1500 North Second Street, Inc
622

Lemoyne
PA
17043

Type or Classification
(B)

Lessor

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$45,355
Total of All Transactions with this Payee/Payer for This Schedule		$45,355

Name and Address
(A)

Keystone Research Center

412 North Third Street
Harrisburg
PA
17101

Type or Classification
(B)

Research Organization

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$20,000
Total Non-Itemized Transactions with this Payee/Payer		$261
Total of All Transactions with this Payee/Payer for This Schedule		$20,261
Donation	06/17/2020	$20,000

Name and Address
(A)

Trister, Ross, Schadler & Gold, PLLC

1666 Connecticut Ave NW
Washington
DC
20009

Type or Classification
(B)

Legal Firm

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$11,415
Total of All Transactions with this Payee/Payer for This Schedule		$11,415

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

SCHEDULE 19 - UNION ADMINISTRATION

FILE NUMBER: 509-238

Name and Address
(A)

-1

Type or Classification
(B)

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

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

SCHEDULE 20 - BENEFITS

FILE NUMBER: 509-238

Description (A)	To Whom Paid (B)	Amount (C)
Total of all lines above (Total will be automatically entered in Item 55.)		$184,432
Health & Welfare	SEIU Health & Welfare	$99,314
Disability	Standard Insurance	$2,705
Pension	SEIU Pension Fund & Affiliated Office	$63,948
Insurance	Union Insurance Group	$5,026
Worker's Compensation	The Hartford	$3,422
Dental	Delta Dental	$10,017

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

69. ADDITIONAL INFORMATION SUMMARY

FILE NUMBER: 509-238

Question 11(a):

Question 11(a): Pennsylvania SEIU COPE, 1500 North Second Street, Harrisburg, PA 17102

Question 12: An audit is performed by Brown Schultz Sheridan & Fritz, 210 Grandview Avenue, Camp Hill, PA 17011

Question 15: On December 31, 2020, the Organization retired assets with a cost of $48,313. These assets had $48,313 of accumulated depreciation. The net book value of these assets were $0.

Schedule 2,Start Value Discrepancy:The $1,788 Expense Advance to SEIU Local 32BJ from December 31, 2019 was forgiven by the Organization as of December 31, 2020.

Schedule 13, Row1:

General Members are full dues paying members who are employed or engaged on any phase of private, nonprofit, or public employment; the unions who represent them are the voting members of SEIU PA State Council.

Schedule 13, Row1:The members do not vote in State Council elections. The State Council is nominated and voted by the Council's board. However the board is elected by the members in each of the locals.



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