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
511-865
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
509
7. UNIT NAME (if any)

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

Number and Street
293 BOSTON POST RD. WEST, 4TH FLOOR
City
MARLBOROUGH
State
MA
ZIP Code + 4
01752


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:Peter MacKinnonPRESIDENT71. SIGNED:Israel S PierreTREASURER
Date:Mar 29, 2021Telephone Number:978-493-1499Date:Mar 29, 2021Telephone Number:617-610-7608
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 511-865
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?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?No
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?Yes
19. What is the date of the labor organization's next regular election of officers?11/2022
20. How many members did the labor organization have at the end of the reporting period?16,546
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees1.5%perPAY PERIODN/A30.20
(b) Working Dues/FeesN/AperN/AN/AN/A
(c) Initiation FeesN/AperN/AN/AN/A
(d) Transfer FeesN/AperN/AN/AN/A
(e) Work PermitsN/AperN/AN/AN/A

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 511-865

ASSETS
ASSETS Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash $5,288,728$9,752,147
23. Accounts Receivable1$653,779$718,334
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $0$0
26. Investments5$1,716,445$469,829
27. Fixed Assets6$780,554$625,648
28. Other Assets7$357,204$382,293
29. TOTAL ASSETS $8,796,710$11,948,251

LIABILITIES
LIABILITIES Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable8$452,260$410,469
31. Loans Payable9
32. Mortgages Payable $0$0
33. Other Liabilities10$889,433$1,045,595
34. TOTAL LIABILITIES $1,341,693$1,456,064
35. NET ASSETS$7,455,017$10,492,187
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 511-865

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $14,085,213
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $78,023
41. Dividends $0
42. Rents $0
43. Sale of Investments and Fixed Assets3$2,007,448
44. Loans Obtained9
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$2,379,015
49. TOTAL RECEIPTS $18,549,699
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$4,746,040
51. Political Activities and Lobbying16$413,750
52. Contributions, Gifts, and Grants17$295,451
53. General Overhead18$635,207
54. Union Administration19$1,519,860
55. Benefits20$2,610,395
56. Per Capita Tax $2,587,461
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$769,203
61. Loans Made2$0
62. Repayment of Loans Obtained9
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $0
65. Direct Taxes $508,913
  
66. Subtotal $14,086,280
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$1,323,784  
  67b. Less Total Disbursed$1,323,784  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $14,086,280
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 511-865

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$718,334$190,670  
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $718,334$190,670$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 511-865

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    
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: 511-865

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$2,007,448$2,007,448$2,007,448$2,007,448
REDEMPTION OF CERTIFICATES OF DEPOSIT$2,007,448$2,007,448$2,007,448$2,007,448
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$2,007,448
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 511-865

Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total of all lines above$769,203$769,203$769,203
PURCHASES/REINVESTMENTS OF CERTIFICATE OF DEPOSIT$760,833$760,833$760,833
SOFTWARE$8,370$8,370$8,370
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$769,203
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 511-865

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$469,829
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.  
  • EAST BOSTON SAVINGS BANK CERTIFICATE OF DEPOSIT
$220,670
  • MERRILL LYNCH CERTIFICATE OF DEPOSIT
$249,159
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $469,829
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 511-865

Description
(A)
Cost or Other Basis
(B)
Total Depreciation or
Amount Expensed
(C)
Book Value
(D)
Value
(E)
A. Land (give location)$0 $0$0
B. Buildings (give location)    
Building  1 :      LEASEHOLD IMPROVEMENTS - MARLBOROUGH, MA$759,028$304,806$454,221$454,221
C. Automobiles and Other Vehicles
D. Office Furniture and Equipment$400,709$256,069$144,640$144,640
E. Other Fixed Assets$234,035$207,248$26,787$26,787
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,393,772$768,123$625,648$625,648
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 511-865

Description
(A)
Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $382,293
BUILDING LEASE DEPOSIT$2,235
PREPAID EXPENSES$270,986
HRA FUNDING$99,522
FSA FUNDING$9,550
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 511-865

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$410,469$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $410,469$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 511-865

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: 511-865

Description
(A)
Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $1,045,595
ACCRUED PAYROLL AND PAYROLL TAXES$81,917
ACCRUED BENEFITS$795,954
DEFERRED RENT$167,724
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 511-865

(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
AKIHYOMI ,  GOODLUCK  
PSHS JEB MEMBER
C
$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100 % Schedule 19
Administration
A
B
C
ANJORIN ,  TAIYNE  
DPH CHAPTER PRESIDENT
C
$1,320$245$1,565
I
Schedule 15
Representational Activities
13 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
87 % Schedule 19
Administration
A
B
C
ANTELO ,  CHERI  
DTA CHAPTER PRESIDENT
C
$2,900$3,256$6,156
I
Schedule 15
Representational Activities
49 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
51 % Schedule 19
Administration
A
B
C
ANTHONY ,  THOMAS  
DPH JEB MEMBER
C
$0$513$513
I
Schedule 15
Representational Activities
76 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
24 % Schedule 19
Administration
A
B
C
AUSTIN ,  MAURICE  
PSHS JEB MEMBER
N
$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100 % Schedule 19
Administration
A
B
C
AUTERIO ,  MICHELLE  
DTA JEB MEMBER
C
$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100 % Schedule 19
Administration
A
B
C
BANELIS ,  AMY  
PSHS JEB MEMBER
C
$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100 % Schedule 19
Administration
A
B
C
BAXTER ,  KAREN  
DOR JEB MEMBER
C
$0$797$797
I
Schedule 15
Representational Activities
79 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
21 % Schedule 19
Administration
A
B
C
BEECHER ,  EDWARD  
DDS JEB MEMBER
C
$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100 % Schedule 19
Administration
A
B
C
BROWN ,  KAREN  
DEEC MEMBER
C
$0$211$211
I
Schedule 15
Representational Activities
62 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
38 % Schedule 19
Administration
A
B
C
BUTLER ,  CAROL  
MASS HEALTH CH. VICE PRES
C
$125$2,119$2,244
I
Schedule 15
Representational Activities
77 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
23 % Schedule 19
Administration
A
B
C
CARTER ,  DESMOND  
PSHS JEB MEMBER
C
$175$786$961
I
Schedule 15
Representational Activities
24 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
76 % Schedule 19
Administration
A
B
C
CIANCIOLO ,  PETER  
PSHS JEB MEMBER
C
$3,840$322$4,162
I
Schedule 15
Representational Activities
93 % Schedule 16
Political Activities and Lobbying
2 % Schedule 17
Contributions
Schedule 18
General Overhead
5 % Schedule 19
Administration
A
B
C
COPELAND ,  VALERIE  
MASS HEALTH CH. PRESIDENT
C
$1,678$1,435$3,113
I
Schedule 15
Representational Activities
40 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
60 % Schedule 19
Administration
A
B
C
COTE ,  EDWARD  
TRUSTEE
C
$2,500$828$3,328
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
8 % Schedule 17
Contributions
Schedule 18
General Overhead
92 % Schedule 19
Administration
A
B
C
CREAN ,  CHRISTINE  
TRUSTEE
C
$2,500$0$2,500
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100 % Schedule 19
Administration
A
B
C
CUNNINGHAM ,  JOHN  
FORMER DOC CH. PRESIDENT
P
$1,064$2,228$3,292
I
Schedule 15
Representational Activities
45 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
55 % Schedule 19
Administration
A
B
C
DAVIS ,  CYNTHIA  
DMH JEB MEMBER
C
$0$848$848
I
Schedule 15
Representational Activities
82 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
18 % Schedule 19
Administration
A
B
C
DELGADO ,  CHARLENE  
DCF JEB MEMBER
N
$0$55$55
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100 % Schedule 19
Administration
A
B
C
DELGADO ,  JENEZIA  
DOE JEB MEMBER
N
$2,880$344$3,224
I
Schedule 15
Representational Activities
33 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
67 % Schedule 19
Administration
A
B
C
DELGER ,  ROBERT  
DCF RECORDING SECRETARY
C
$835$1,057$1,892
I
Schedule 15
Representational Activities
35 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
65 % Schedule 19
Administration
A
B
C
D'ERRICO ,  KIMBERLY  
DCF JEB MEMBER
C
$0$536$536
I
Schedule 15
Representational Activities
56 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
44 % Schedule 19
Administration
A
B
C
DEVENICCI ,  KLEINERSEN  
DDS JEB MEMBER
C
$0$990$990
I
Schedule 15
Representational Activities
83 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
17 % Schedule 19
Administration
A
B
C
DOOLEY ,  NORAH  
HIGHER ED JEB MEMBER
C
$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100 % Schedule 19
Administration
A
B
C
EVERETT ,  ETHEL  
DCF REGIONAL VP/JEB
C
$675$2,958$3,633
I
Schedule 15
Representational Activities
67 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
33 % Schedule 19
Administration
A
B
C
FOLEY ,  DAVID  
DOR CHAPTER PRESIDENT
C
$1,678$1,483$3,161
I
Schedule 15
Representational Activities
39 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
61 % Schedule 19
Administration
A
B
C
FREEMAN ,  HEIDI  
MRC JEB MEMBER
C
$0$406$406
I
Schedule 15
Representational Activities
78 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
22 % Schedule 19
Administration
A
B
C
FULLER ,  COKIENA  
DCF JEB MEMBER
C
$675$647$1,322
I
Schedule 15
Representational Activities
49 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
51 % Schedule 19
Administration
A
B
C
GALLAGHER ,  MARK  
PSHS JEB MEMBER
C
$0$211$211
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
19 % Schedule 17
Contributions
Schedule 18
General Overhead
81 % Schedule 19
Administration
A
B
C
GENSHEIMER ,  KATHRYN  
DCF JEB MEMBER
C
$600$1,182$1,782
I
Schedule 15
Representational Activities
62 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
38 % Schedule 19
Administration
A
B
C
GOFFER-FITZ ,  TIFFANY  
DDS JEB MEMBER
C
$0$665$665
I
Schedule 15
Representational Activities
94 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
6 % Schedule 19
Administration
A
B
C
GOODIER ,  KARA  
JEB RECORDING SECRETARY
C
$5,298$794$6,092
I
Schedule 15
Representational Activities
11 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
88 % Schedule 19
Administration
A
B
C
GREEN ,  DIA  
PSHS JEB MEMBER
C
$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100 % Schedule 19
Administration
A
B
C
HAYNES ,  SONRISA  
DTA JEB MEMBER
C
$0$60$60
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
HJELTE ,  CAROLYN  
MCB CHAPTER PRESIDENT
C
$1,560$818$2,378
I
Schedule 15
Representational Activities
34 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
66 % Schedule 19
Administration
A
B
C
HORTON ,  CAROLINE  
ELDER SERVICES JEB MEMBER
N
$1,843$0$1,843
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100 % Schedule 19
Administration
A
B
C
HUGHES ,  ANTOINETTE  
DTA JEB MEMBER
N
$300$0$300
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100 % Schedule 19
Administration
A
B
C
KAMMERER ,  CORNELIA  
HIGHER ED. JEB MEMBER
C
$0$195$195
I
Schedule 15
Representational Activities
30 % Schedule 16
Political Activities and Lobbying
16 % Schedule 17
Contributions
Schedule 18
General Overhead
54 % Schedule 19
Administration
A
B
C
KENT ,  JEREMY  
DCF JEB MEMBER
C
$75$444$519
I
Schedule 15
Representational Activities
43 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
57 % Schedule 19
Administration
A
B
C
KING ,  KHRISTIAN  
DCF JEB MEMBER
C
$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100 % Schedule 19
Administration
A
B
C
LAGHETTO ,  JOANNA  
DOE JEB CHAPTER PRESIDENT
C
$1,678$591$2,269
I
Schedule 15
Representational Activities
26 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
74 % Schedule 19
Administration
A
B
C
LANDY ,  JAYNELLE  
PSHS JEB MEMBER
C
$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100 % Schedule 19
Administration
A
B
C
LEMONS ,  ELIZABETH  
HIGHER ED. JEB MEMBER
C
$0$186$186
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100 % Schedule 19
Administration
A
B
C
LERT ,  PETER  
HIGHER ED JEB MEMBER
C
$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100 % Schedule 19
Administration
A
B
C
MACKINNON ,  PETER  
PRESIDENT
C
$125,323$2,228$127,551
I
Schedule 15
Representational Activities
11 % Schedule 16
Political Activities and Lobbying
3 % Schedule 17
Contributions
Schedule 18
General Overhead
63 % Schedule 19
Administration
23 %
A
B
C
MALONE ,  JOSEPH  
DTA REGIONAL VP/JEB
C
$100$3,030$3,130
I
Schedule 15
Representational Activities
89 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
10 % Schedule 19
Administration
A
B
C
MALONSON ,  JENNIFER  
DOE JEB MEMBER
N
$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100 % Schedule 19
Administration
A
B
C
MASLANKA ,  JOHN  
TRUSTEE
C
$2,500$28$2,528
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100 % Schedule 19
Administration
A
B
C
MCAULIFFE ,  PAUL  
DOC JEB MEMBER
N
$0$620$620
I
Schedule 15
Representational Activities
92 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
8 % Schedule 19
Administration
A
B
C
MATEO-BELL ,  FATIMA  
FAM. CHILDCARE JEB MEMBER
C
$0$284$284
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
MENDOZA ,  EDITA  
FAM. CHILDCARE JEB MEMBER
C
$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100 % Schedule 19
Administration
A
B
C
MERCENE-OLIVIER ,  CYNTHIA  
DMA JEB MEMBER
C
$125$1,602$1,727
I
Schedule 15
Representational Activities
86 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
14 % Schedule 19
Administration
A
B
C
MOJICA ,  MISSY  
DCF JEB MEMBER
N
$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100 % Schedule 19
Administration
A
B
C
MOREL ,  CARLOS  
FAM. CHILDCARE JEB MEMBER
C
$0$1,082$1,082
I
Schedule 15
Representational Activities
18 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
82 % Schedule 19
Administration
A
B
C
NADEAU ,  KIMBERLY  
DCF JEB MEMBER
C
$75$1,160$1,235
I
Schedule 15
Representational Activities
73 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
27 % Schedule 19
Administration
A
B
C
NAZARIO ,  REYNARDO  
DCF JEB MEMBER
N
$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100 % Schedule 19
Administration
A
B
C
NORTH ,  JOYCE  
ELDER SERVICES JEB MEMBER
N
$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100 % Schedule 19
Administration
A
B
C
NORTH ,  PETER  
DMH JEB MEMBER
C
$0$1,374$1,374
I
Schedule 15
Representational Activities
65 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
35 % Schedule 19
Administration
A
B
C
OCHOA ,  JOHANNA  
DEEC CHAPTER PRESIDENT
C
$1,320$524$1,844
I
Schedule 15
Representational Activities
21 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
79 % Schedule 19
Administration
A
B
C
O'CONNOR ,  SHEELAGH  
DMH JEB MEMBER
C
$0$514$514
I
Schedule 15
Representational Activities
41 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
59 % Schedule 19
Administration
A
B
C
OSULA ,  ANNE  
FAM. CHILDCARE JEB MEMBER
C
$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100 % Schedule 19
Administration
A
B
C
PARKER ,  RICHARD  
MRC JEB MEMBER
C
$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100 % Schedule 19
Administration
A
B
C
PAZOOKI ,  ARASH  
PSHS JEB MEMBER
N
$0$76$76
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
50 % Schedule 19
Administration
50 %
A
B
C
PENA ,  ORLANDO  
PSHS JEB PRESIDENT
C
$97,288$878$98,166
I
Schedule 15
Representational Activities
91 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
8 % Schedule 19
Administration
A
B
C
PIERRE ,  ISRAEL  
TREASURER
C
$111,663$8,855$120,518
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
96 % Schedule 19
Administration
3 %
A
B
C
POUDRIER ,  JAMIE  
DTA REGIONAL VP/JEB
C
$400$2,114$2,514
I
Schedule 15
Representational Activities
75 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
25 % Schedule 19
Administration
A
B
C
POULOS ,  VICKY  
DOC JEB MEMBER
C
$0$465$465
I
Schedule 15
Representational Activities
75 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
25 % Schedule 19
Administration
A
B
C
REYES ,  CELINA  
DCF JEB MEMBER
C
$2,750$511$3,261
I
Schedule 15
Representational Activities
11 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
89 % Schedule 19
Administration
A
B
C
ROSENLUND ,  JENNIFER  
PSHS JEB MEMBER
C
$0$205$205
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100 % Schedule 19
Administration
A
B
C
ROSS ,  NATALIE  
DCF JEB MEMBER
C
$675$2,110$2,785
I
Schedule 15
Representational Activities
50 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
50 % Schedule 19
Administration
A
B
C
RUSSO ,  KEYLA  
DOR JEB MEMBER
C
$0$610$610
I
Schedule 15
Representational Activities
80 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
20 % Schedule 19
Administration
A
B
C
SAMPAS ,  CASSANDRA  
DMH JEB CHAPTER PRESIDENT
C
$2,393$849$3,242
I
Schedule 15
Representational Activities
20 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
80 % Schedule 19
Administration
A
B
C
SANZONE ,  ELIZABETH  
IST JEB MEMBER
C
$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100 % Schedule 19
Administration
A
B
C
SIMMERMAN ,  TINA  
DDS JEB CH. PRESIDENT
C
$2,393$4,063$6,456
I
Schedule 15
Representational Activities
57 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
43 % Schedule 19
Administration
A
B
C
SINNI ,  ROBERTO  
DTA JEB MEMBER
C
$0$1,950$1,950
I
Schedule 15
Representational Activities
98 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
2 % Schedule 19
Administration
A
B
C
SMITH ,  DORYCE  
DOE JEB MEMBER
C
$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100 % Schedule 19
Administration
A
B
C
TARASKA ,  STANLEY  
DDS CHAPTER PRESIDENT
C
$0$1,217$1,217
I
Schedule 15
Representational Activities
83 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
17 % Schedule 19
Administration
A
B
C
TOXEY ,  PATRISHA  
DCF JEB MEMBER
C
$0$491$491
I
Schedule 15
Representational Activities
75 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
25 % Schedule 19
Administration
A
B
C
WACHIRIA ,  PETER  
PSHS JEB MEMBER
N
$0$285$285
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100 % Schedule 19
Administration
A
B
C
WALLES ,  MARIANNE  
DCF JEB MEMBER
C
$600$1,864$2,464
I
Schedule 15
Representational Activities
46 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
54 % Schedule 19
Administration
A
B
C
WATSON ,  JACY  
FORMER IST CH. PRESIDENT
P
$1,210$0$1,210
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100 % Schedule 19
Administration
A
B
C
WEILAND ,  JEREMY  
DMH JEB MEMBER
C
$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100 % Schedule 19
Administration
A
B
C
WESMAN ,  LAURIE  
DCF JEB MEMBER
C
$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100 % Schedule 19
Administration
A
B
C
WILSON ,  KYLA JAMIE  
HIGHER ED JEB CH. PRES.
C
$3,903$805$4,708
I
Schedule 15
Representational Activities
9 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
91 % Schedule 19
Administration
A
B
C
XATSE ,  ANTHONY  
PSHS VICE PRESIDENT
C
$809$2,625$3,434
I
Schedule 15
Representational Activities
2 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
98 % Schedule 19
Administration
A
B
C
XATSE ,  MARY  
PSHS JEB MEMBER
C
$0$500$500
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100 % Schedule 19
Administration
A
B
C
ZBIKOWSKI ,  DAVID  
MRC CHAPTER PRESIDENT
C
$1,678$1,434$3,112
I
Schedule 15
Representational Activities
32 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
68 % Schedule 19
Administration
A
B
C
ZWICK ,  ADRIANA  
DCF CHAPTER PRESIDENT
C
$6,318$2,939$9,257
I
Schedule 15
Representational Activities
24 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
75 % Schedule 19
Administration
A
B
C
LEVESQUE ,  THOMASINA  
PSHS JEB MEMBER
N
$0$325$325
I
Schedule 15
Representational Activities
36 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
64 % Schedule 19
Administration
A
B
C
MORRISON ,  BRIAN  
DMH JEB MEMBER
C
$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100 % Schedule 19
Administration
Total Officer Disbursements$395,722$0$74,827$0$470,549
Less Deductions     
Net Disbursements    $470,549
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 511-865

(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
AHMAD ,  KHADEEJAH   N
INTERNAL ORGANIZER
NONE
$82,025$0$82,025
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
AHUA ,  PAUL   K
EXTERNAL ORGANIZER
NONE
$61,111$0$61,111
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
AMARTEY ,  ABIGAIL   A
EXTERNAL LEAD ORGANIZER
NONE
$89,055$2,574$91,629
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
ARTHUR ,  TARA   M
INTERNAL ORGANIZER
NONE
$82,865$1,030$83,895
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
BALA ,  PETER   G
FF/HE INTERNAL ORGANIZER
NONE
$84,253$80$84,333
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
BAUER ,  JENNIFER   K
DIRECTOR OF ADMIN
NONE
$102,019$502$102,521
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
99 %
A
B
C
BELZOWSKI ,  MARK  
INTERNAL ORGANIZER
NONE
$96,949$1,818$98,767
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
BERTHET GARCIA ,  NATALIE   A
DEPUTY DIR. OF MEDIA REL.
NONE
$76,750$1,367$78,117
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
BEZZINI ,  SCOTT   M
MARC ORGANIZER
NONE
$83,229$877$84,106
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
BISHOP ,  ELIZABETH   A
EXTERNAL ORGANIZER
NONE
$67,618$1,884$69,502
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
BRETON ,  NINFA   E
MARC ORGANIZER
NONE
$81,527$498$82,025
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
CANO ,  WILLIAM   O
FCC CHILDCARE REP.
NONE
$90,323$5,240$95,563
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
CARROLL ,  CHAZMAINE   C
FF/HE INTERNAL LEAD ORG.
NONE
$88,397$663$89,060
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
COHN ,  CLIFF   M
CHIEF OF STAFF
NONE
$110,657$1,644$112,301
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
2 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
98 %
A
B
C
COLLINS ,  KATHLEEN   D
EXTERNAL ORGANIZER
NONE
$82,865$107$82,972
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
COLON ,  JACQUELINE   C
ACCOUNTING STAFF
NONE
$71,944$560$72,504
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
CONDON ,  CHRISTOPHER  
DIR. OF POLITICAL ACTG
NONE
$104,622$8,365$112,987
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
100 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
DAUPHIN ,  MATTHEW   J
HIGHER ED COORDINATOR
NONE
$91,853$983$92,836
I
Schedule 15
Representational Activities
98 % Schedule 16
Political Activities and Lobbying
2 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
DELIMA ,  HENRY   J
BEHAVIORAL HEALTH ORG.
NONE
$71,134$960$72,094
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
FELICIANO ,  CALVIN   K
DEPUTY POLTICAL DIR.
NONE
$108,170$2,008$110,178
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
100 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
FOSTER ,  MICHAEL   P
PUBLIC SECTOR COORDINATOR
NONE
$90,255$0$90,255
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
FRANK ,  MERCY   K
INTERNAL ORGANIZER
NONE
$87,508$2,080$89,588
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
GANDER ,  JAMES   T
INTERNAL ORGANIZER
NONE
$86,604$2,491$89,095
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
GRAIR ,  MARCELLE   N
DIR OF EXTERNAL ORGANIZER
NONE
$96,594$96,594
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
GREEN-WILLIAMS ,  TARSHIA  
EXTERNAL ORGANIZER
NONE
$69,739$132$69,871
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
GROSSMAN ,  JONATHAN   H
MARC LEAD ORGANIZER
NONE
$91,476$1,101$92,577
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
HILL ,  SHERICE   R
ADMIN SUPPORT SPECIALIST
NONE
$70,961$930$71,891
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
HOFFER ,  DANIEL   K
PRIVATE SECTOR COORD.
NONE
$91,054$377$91,431
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
HUGO ,  MELODY  
DIRECTOR OF FIELD
NONE
$102,294$2,453$104,747
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
IUNG ,  KAREN  
ACCOUNTING STAFF
NONE
$82,806$820$83,626
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
KENNEY ,  COURTNEY   E
INTERNAL ORGANIZER
NONE
$72,085$1,819$73,904
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
KLUEVER ,  LORELEI   L
PRIVATE SECTOR LEAD ORG.
NONE
$89,132$2,706$91,838
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
LEGRAND ,  DARLEEN  
DIRECTOR OF FINANCE & HR
NONE
$98,991$731$99,722
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
LEVINSKY ,  JERROLD   S
INTERNAL ORGANIZER
NONE
$85,111$0$85,111
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
LINDGREN ,  KERSTIN   R
STRATEGIC ORG. RESEARCHER
NONE
$81,577$1,227$82,804
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
LUGO ,  MARYLUZ  
DIRECTOR OF MARC
NONE
$99,211$2,137$101,348
I
Schedule 15
Representational Activities
99 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
LUI ,  JOYCE   M
ACCOUNTING STAFF
NONE
$83,713$1,899$85,612
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
MALDONADO ,  VICTOR   J
ACCOUNTING STAFF
NONE
$10,001$0$10,001
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
MCCLEERY-SMITH ,  RACHEL   C
FF/HE INTERNAL ORGANIZER
NONE
$82,975$787$83,762
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
MCDONALD ,  JYNAI  
FCC CHILDCARE COORDINATOR
NONE
$91,054$4,129$95,183
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
METH ,  MILES   J
EXTERNAL LEAD ORGANIZER
NONE
$80,427$2,384$82,811
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
MOSKOWITZ ,  RUTH  
MARC ORGANIZER
NONE
$83,722$1,295$85,017
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
NEBUS ,  ROBERT   T
PRIVATE SECTOR INT. ORG.
NONE
$83,782$1,180$84,962
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
NEWELL ,  LORI   L
OFFICE AIDE
NONE
$450$0$450
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
OREILLY ,  MADELINE   K
DEPUTY DIRECTOR OF COMM.
NONE
$83,664$722$84,386
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
PAGE ,  RICHARD   L
PRIVATE SECTOR INT. ORG.
NONE
$85,130$2,723$87,853
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
PICCIRILLO ,  MEGAN  
COMMUNICATIONS DIRECTOR
NONE
$101,220$597$101,817
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
PIGOTT ,  MICHAEL   J
MEMBER SPECIALIST
NONE
$75,729$960$76,689
I
Schedule 15
Representational Activities
50 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
50 %
A
B
C
QUINN ,  BRIDGET   K
DEPUTY POLITICAL DIRECTOR
NONE
$83,229$1,146$84,375
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
100 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
REYNOSO ,  RICARDO   S
MARC ORGANIZER
NONE
$80,227$0$80,227
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
RUIZ ,  PABLO   M
COORD OF COMMUNITY ACTION
NONE
$77,324$0$77,324
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
100 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
SANTOS ,  ANDREW   M
DATA & MEMBERSHIP COORD.
NONE
$90,255$2,548$92,803
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
SCURIO ,  CATHERINE  
MEMBER SPECIALIST
NONE
$72,038$253$72,291
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
SHATS ,  DMITRIY  
COMPUTER SPECIALIST
NONE
$92,996$88$93,084
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
SHEA ,  KATHERINE   D
GENERAL COUNSEL
NONE
$39,016$372$39,388
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
5 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
95 %
A
B
C
SNOW ,  VANESSA   A
COMMUNITY LIAISON
NONE
$81,423$1,506$82,929
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
TEJEDA ,  ALEJANDRIA   I
FCC CHILDCARE INT. ORG.
NONE
$79,639$160$79,799
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
THENOR-LOUIS ,  MARIE JOANNE  
EXTERNAL ORGANIZER
NONE
$70,934$685$71,619
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
UEHLINGER ,  JEFFREY   W
EXTERNAL ORGANIZER
NONE
$72,495$0$72,495
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
WILSON ,  ERIN   E
MARC ORGANIZER
NONE
$89,296$701$89,997
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
WAMBU ,  JANE   W
EXTERNAL ORGANIZER
NONE
$4,210$316$4,526
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
STEVENSON ,  JOEL   T
EXTERNAL ORGANIZER
NONE
$2,167$192$2,359
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
COONEY ,  RICHARD  
FORMER DIR. OF FINANCE
NONE
$44,082$0$44,082
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$4,969$4,969
I Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
Total Employee Disbursements$4,968,931$0$74,807$0$5,043,738
Less Deductions     
Net Disbursements    $5,043,738
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 511-865

Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members (Total of all lines above) 16,546 
Agency Fee Payers*
Total Members/Fee Payers16,546 
*Agency Fee Payers are not considered members of the labor organization.
REGULAR15,516Yes
RETIRED52Yes
LOW DUES973Yes
ASSOCIATE5No
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 511-865

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$2,254,820
2. Named Payer Non-itemized Receipts$11,520
3. All Other Receipts$112,675
4. Total Receipts$2,379,015
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$230,501
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$64,950
6. Total Disbursements$295,451
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$1,004,018
2. Named Payee Non-itemized Disbursements$160,079
3. To Officers$153,370
4. To Employees$3,368,095
5. All Other Disbursements$60,478
6. Total Disbursements$4,746,040
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$104,395
2. Named Payee Non-itemized Disbursements$154,726
3. To Officers$277,573
4. To Employees$0
5. All Other Disbursements$98,513
6. Total Disbursements$635,207
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$6,653
3. To Officers$6,619
4. To Employees$392,974
5. All Other Disbursements$7,504
6. Total Disbursements$413,750
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$76,663
2. Named Payee Non-itemized Disbursements$12,710
3. To Officers$32,991
4. To Employees$1,282,670
5. All Other Disbursements$114,826
6. Total Disbursements$1,519,860
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 511-865

Name and Address
(A)
COMMONWEALTH OF MASSACHUSETTS

305 SOUTH ST
JAMAICA PLAIN
MA
02130
Type or Classification
(B)
GRANT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$2,000,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$2,000,000
GRANT - STUDENT LOANS08/01/2020$1,000,000
GRANT - CHILDCARE HEALTHCARE FUND10/21/2020$1,000,000
Name and Address
(A)
INTERNATIONAL SEIU

1313 L STREET NW
WASHINGTON
DC
20005
Type or Classification
(B)
INTERNATIONAL UNION
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$59,547
Total Non-Itemized Transactions with this Payee/Payer$11,520
Total of All Transactions with this Payee/Payer for This Schedule$71,067
SUBSIDY12/04/2020$9,547
SUBSIDY12/04/2020$50,000
Name and Address
(A)
SEIU MASS STATE COUNCIL

145 TREMONT STREET
BOSTON
MA
02111
Type or Classification
(B)
STATE COUNCIL
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$127,781
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$127,781
SUBSIDY01/21/2020$12,293
SUBSIDY02/29/2020$19,212
SUBSIDY03/31/2020$9,212
SUBSIDY04/30/2020$9,045
SUBSIDY05/31/2020$9,081
SUBSIDY06/30/2020$9,010
SUBSIDY07/31/2020$12,605
SUBSIDY08/31/2020$9,010
SUBSIDY09/30/2020$9,035
SUBSIDY10/21/2020$9,010
SUBSIDY11/30/2020$9,010
SUBSIDY12/17/2020$11,258
Name and Address
(A)
SPRINGFIELD TECHNICAL COMMUNITY COLLEGE

1 ARMORY ST
SPRINGFIELD
MA
01105
Type or Classification
(B)
TRAINING
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,304
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$14,304
TRAINING03/31/2020$14,304
Name and Address
(A)
TASC HRA

2302 INTERNATIONAL LANE
MADISON
WI
53704
Type or Classification
(B)
HEALTH REIMBURSEMENT ARRANGEMENTS
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$53,188
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$53,188
HRA REIMBURSEMENT06/26/2020$53,188
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 511-865

Name and Address
(A)
1275, LLC

73 STATE STREET
SPRINGFIELD
MA
01103
Type or Classification
(B)
RENT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$42,225
Total of All Transactions with this Payee/Payer for This Schedule$42,225
Name and Address
(A)
BPR 293 EQUITY PARTNERS, LLC

150 E 58TH STREET, STE
NEW YORK
NY
10155
Type or Classification
(B)
RENT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$326,233
Total Non-Itemized Transactions with this Payee/Payer$17,995
Total of All Transactions with this Payee/Payer for This Schedule$344,228
RENT01/30/2020$25,670
RENT02/26/2020$25,952
RENT03/21/2020$25,921
RENT04/28/2020$26,870
RENT05/31/2020$29,324
RENT06/26/2020$27,500
RENT07/28/2020$27,500
RENT08/25/2020$27,500
RENT09/28/2020$27,499
RENT10/27/2020$27,499
RENT11/23/2020$27,499
RENT12/22/2020$27,499
Name and Address
(A)
GARY D. ALTMAN

91 COOLIDGE STREET
BROOKLINE
MA
02446
Type or Classification
(B)
ARBITRATOR
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,770
Total of All Transactions with this Payee/Payer for This Schedule$5,770
Name and Address
(A)
HARVEY M. SHRAGE

785 WILLIAMS STREET
LONGMEADOW
MA
01106
Type or Classification
(B)
ARBITRATION
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,350
Total Non-Itemized Transactions with this Payee/Payer$20,385
Total of All Transactions with this Payee/Payer for This Schedule$27,735
ARBITRATION12/08/2020$7,350
Name and Address
(A)
IMAGE POINTE

1224 LA PORTE RD
WATERLOO
IA
50702
Type or Classification
(B)
MEMBER SUPPLIES
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,597
Total of All Transactions with this Payee/Payer for This Schedule$7,597
Name and Address
(A)
MARK L. IRVINGS, ESQ.

24 ELBA ST
BROOKLINE
MA
02446
Type or Classification
(B)
ARBITRATION
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$250
Total of All Transactions with this Payee/Payer for This Schedule$5,250
ARBITRATION07/28/2020$5,000
Name and Address
(A)
PYLE, ROME & EHRENBERG P.C.

18 TREMONT STREET
BOSTON
MA
02108
Type or Classification
(B)
LEGAL
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$588,421
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$588,421
LEGAL SERVICES02/05/2020$52,080
LEGAL SERVICES02/26/2020$52,080
LEGAL SERVICES03/04/2020$8,762
LEGAL SERVICES03/21/2020$55,000
LEGAL SERVICES04/28/2020$55,000
LEGAL SERVICES05/22/2020$55,000
LEGAL SERVICES07/01/2020$55,000
LEGAL SERVICES07/28/2020$42,583
LEGAL SERVICES09/01/2020$42,583
LEGAL SERVICES09/30/2020$42,583
LEGAL SERVICES11/03/2020$42,583
LEGAL SERVICES12/01/2020$42,583
LEGAL SERVICES12/27/2020$42,584
Name and Address
(A)
SEIU MASS STATE COUNCIL

145 TREMONT STREET
BOSTON
MA
02111
Type or Classification
(B)
RENT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$39,900
Total of All Transactions with this Payee/Payer for This Schedule$39,900
Name and Address
(A)
TAMMY BRYNIE, ESQ.

361 WOLCOTT ST
NEWTON
MA
02466
Type or Classification
(B)
ARBITRATION
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$6,493
Total of All Transactions with this Payee/Payer for This Schedule$11,493
ARBITRATION04/07/2020$5,000
Name and Address
(A)
UNION INSURANCE GROUP
732

CHANNAHON
IL
60410
Type or Classification
(B)
UNION INSURANCE
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$47,014
Total Non-Itemized Transactions with this Payee/Payer$19,464
Total of All Transactions with this Payee/Payer for This Schedule$66,478
INSURANCE11/09/2020$47,014
Name and Address
(A)
WOODWARD CONSULTING, LLC

528 MERRIMAC ST
NEWBURYPORT
MA
01950
Type or Classification
(B)
CONSULTING
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$25,000
CONSULTING04/14/2020$6,250
CONSULTING06/29/2020$6,250
CONSULTING09/28/2020$6,250
CONSULTING12/22/2020$6,250
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 511-865

Name and Address
(A)
THE CHICK MONTANA GROUP, LLC

202 BONHAM ROAD
DEDHAM
MA
02026
Type or Classification
(B)
CONSULTANTS
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,653
Total of All Transactions with this Payee/Payer for This Schedule$6,653
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 511-865

Name and Address
(A)
GEORGIA FAIR FIGHT

1270 CAROLINE ST NE STED120
ATLANTA
GA
30307
Type or Classification
(B)
CONTRIBUTION
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,000
CONTRIBUTION12/04/2020$10,000
Name and Address
(A)
MASS ALLIANCE

8 BEACON STREET
BOSTON
MA
02108
Type or Classification
(B)
CONTRIBUTION
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,000
CONTRIBUTION12/18/2020$10,000
Name and Address
(A)
MASS VALUES IE PAC
15

BOSTON
MA
02137
Type or Classification
(B)
CONTRIBUTION
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,000
CONTRIBUTION04/15/2020$10,000
Name and Address
(A)
MASSACHUSETTS BUDGET & POLICY CENTER

15 COURT SQ., STE 700
BOSTON
MA
02108
Type or Classification
(B)
CONTRIBUTION
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,500
CONTRIBUTION12/18/2020$5,500
Name and Address
(A)
NEIGHBOR TO NEIGHBOR

15 COURT SQ #345
BOSTON
MA
02108
Type or Classification
(B)
CONTRIBUTION
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
CONTRIBUTION09/23/2020$7,500
CONTRIBUTION12/18/2020$7,500
Name and Address
(A)
RAISE UP MASSACHUSETTS

202 BONHAM ROAD
DEDHAM
MA
02026
Type or Classification
(B)
CONTRIBUTION
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,001
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$25,001
CONTRIBUTION01/28/2020$5,000
CONTRIBUTION12/04/2020$20,001
Name and Address
(A)
RISE ABOVE FOUNDATION
174

NORTHBRIDGE
MA
01534
Type or Classification
(B)
CONTRIBUTION
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
CONTRIBUTION05/18/2020$5,000
Name and Address
(A)
SERVICE EMPLOYEES INT. UNION

1800 MASS AVE NW
WASHINGTON
DC
20036
Type or Classification
(B)
CONTRIBUTION
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$150,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$150,000
CONTRIBUTION12/31/2020$150,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 511-865

Name and Address
(A)
AT & T MOBILITY
6463

CAROL STREAM
IL
60197
Type or Classification
(B)
MOBILE PHONE COMPANY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$16,541
Total Non-Itemized Transactions with this Payee/Payer$22,551
Total of All Transactions with this Payee/Payer for This Schedule$39,092
TELEPHONE SERVICES04/23/2020$6,678
TELEPHONE SERVICES07/15/2020$9,863
Name and Address
(A)
CANON FINANCIAL SERVICES

14904 COLLECTION CENTER
CHICAGO
IL
60693
Type or Classification
(B)
EQUIPMENT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,403
Total Non-Itemized Transactions with this Payee/Payer$6,193
Total of All Transactions with this Payee/Payer for This Schedule$13,596
EQUIPMENT02/19/2020$7,403
Name and Address
(A)
CARINA

215 COLUMBIA ST
SEATTLE
WA
98104
Type or Classification
(B)
SOFTWARE SUPPORT
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
SOFTWARE SUPPORT05/12/2020$12,750
SOFTWARE SUPPORT09/28/2020$14,250
Name and Address
(A)
CERTIFY, INC.
780965

PHILADELPHIA
PA
19178
Type or Classification
(B)
EXPENSE MANAGEMENT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$17,531
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$17,531
EXPENSE MANAGEMENT10/19/2020$17,531
Name and Address
(A)
DELL BUSINESS CREDIT
5275

CAROL STREAM
IL
60197
Type or Classification
(B)
OFFICE EQUIPMENT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$35,920
Total Non-Itemized Transactions with this Payee/Payer$4,828
Total of All Transactions with this Payee/Payer for This Schedule$40,748
OFFICE EQUIPMENT02/17/2020$35,920
Name and Address
(A)
HUMAN RESOURCE CONCEPTS

111 CHARLES ST
MANCHESTER
NH
03109
Type or Classification
(B)
PROFESSIONAL FEES
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,710
Total of All Transactions with this Payee/Payer for This Schedule$9,710
Name and Address
(A)
KONICA MINOLTA

21146 NETWORK PLACE
CHICAGO
IL
60673
Type or Classification
(B)
EQUIPMENT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$25,468
Total of All Transactions with this Payee/Payer for This Schedule$25,468
Name and Address
(A)
ORACLE AMERICA, INC.

1 MAIN STREET
CAMBRIDGE
MA
02142
Type or Classification
(B)
SOFTWARE SUPPORT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$15,852
Total of All Transactions with this Payee/Payer for This Schedule$15,852
Name and Address
(A)
PURCHASE POWER
371874

PITTSBURGH
PA
15250
Type or Classification
(B)
POSTAGE AND OFFICE EQUIPMENT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,892
Total of All Transactions with this Payee/Payer for This Schedule$11,892
Name and Address
(A)
STANDARD MODERN COMPANY

47 PLEASANT STREET
BROCKTON
MA
02301
Type or Classification
(B)
PRINTING
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,662
Total of All Transactions with this Payee/Payer for This Schedule$9,662
Name and Address
(A)
VERIZON
15124

ALBANY
NY
12212
Type or Classification
(B)
PHONE COMPANY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$29,370
Total of All Transactions with this Payee/Payer for This Schedule$29,370
Name and Address
(A)
WINMILL SOFTWARE, INC.

420 LEXINGTON AVE
NEW YORK
NY
10170
Type or Classification
(B)
HOSTING
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$19,200
Total of All Transactions with this Payee/Payer for This Schedule$19,200
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 511-865

Name and Address
(A)
BARRETT & SCIBELLI, LLC

8 WINCHESTER PL, STE 301
WINCHESTER
MA
01890
Type or Classification
(B)
ACCOUNTING
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$27,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$27,500
AUDIT02/12/2020$10,000
AUDIT04/23/2020$10,000
AUDIT10/23/2020$7,500
Name and Address
(A)
CRAWFORD STRATEGIES

50 CONGRESS ST, STE 742
BOSTON
MA
02109
Type or Classification
(B)
CONSULTING
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,100
Total Non-Itemized Transactions with this Payee/Payer$150
Total of All Transactions with this Payee/Payer for This Schedule$5,250
CONSULTING11/13/2020$5,100
Name and Address
(A)
ELECTION AMERICA, INC.

155 MINEOLA BLVD STE 102
MINEOLA
NY
11501
Type or Classification
(B)
MAILING AND PRINTING
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,983
Total Non-Itemized Transactions with this Payee/Payer$642
Total of All Transactions with this Payee/Payer for This Schedule$16,625
PRINTING11/23/2020$15,983
Name and Address
(A)
EXCEL LINGUISTICS, LLC

38322 TEE TIME ROAD
DADE CITY
IL
33525
Type or Classification
(B)
CONSULTANT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$28,080
Total Non-Itemized Transactions with this Payee/Payer$1,393
Total of All Transactions with this Payee/Payer for This Schedule$29,473
TRANSLATION02/26/2020$9,269
TRANSLATION07/07/2020$8,011
TRANSLATION08/05/2020$5,400
TRANSLATION10/06/2020$5,400
Name and Address
(A)
LPS CAMPAIGNS
65200

WASHINGTON
DC
20036
Type or Classification
(B)
CONSULTANT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,525
Total of All Transactions with this Payee/Payer for This Schedule$5,525
Name and Address
(A)
SALEM STATE UNIVERSITY

352 LAFAYETTE ST
SALEM
MA
01970
Type or Classification
(B)
MEMBER SCHOLARSHIPS
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,000
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 511-865

Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$2,610,395
HEALTH INSURANCEHARVARD PILGRIM$1,072,197
PENSION BENEFITSSEIU INTERNATIONAL PENSION FUND$1,071,166
DENTAL INSURANCEBCBS DENTAL$83,906
WORKERS COMPUNION INSURANCE GROUP$29,003
LIFE, ACCIDENTAL DEATH, STD AND LTDBOSTON MUTUAL$51,436
LIFE INSURANCESYMETRA$138,996
HRA FUNDINGHUMAN RESOURCE CONCEPTS$163,691
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 511-865


Question 10: MASSACHUSETTS PUBLIC EMPLOYEES FUND, P.O. BOX 3319, PEABODY, MA TO PROVIDE DENTAL AND VISION CARE TO ALL COMMONWEALTH OF MASSACHUSETTS EMPLOYEES. THE FINANCIAL CONDITION AND OPERATIONS ARE NOT INCLUDED IN THIS REPORT.

Question 11(a):

Question 11(a): : SEIU LOCAL COPE, MA WORKPAPERS CPF# 80224

Question 12: INDEPENDENT AUDIT - BARRETT & SCIBELLI, LLC, 8 WINCHESTER PLACE, SUITE 301, WINCHESTER, MA 01890

Question 18: CHANGES WERE MADE TO THE BYLAWS DURING 2020 TO ELIMINATE THE SGT. AT ARMS POSITION, CHANGE THE PROCESS OF THE ELECTION OF OFFICERS AND CHANGE THE TRUSTEES ROLE IN A MID-TERM ELECTION.

Statement A,Fixed Assets Value Begin Total: RECLASSIFIED $19,200 OF PREPAID EXPENSES OUT OF FIXED ASSETS AND ADJUSTED THE ACCUMULATED DEPRECIATION BY $267 AFTER THE LM-2 WAS FILED.

Statement A,Other Asset Book Value Begin Total: RECLASSIFIED $19,200 OF PREPAID EXPENSES OUT OF FIXED ASSETS AFTER THE LM-2 WAS FILED.

Schedule 13, Row1:

Schedule 13, Row1::FULL PAYING DUES MEMBER WITH VOTING RIGHTS

Schedule 13, Row1:

Schedule 13, Row1:::

Schedule 13, Row2:

Schedule 13, Row2::RETIREE FULL DUES AND RETIREE DUES PAYING MEMBERS

Schedule 13, Row2:

Schedule 13, Row2:::

Schedule 13, Row3:

Schedule 13, Row3::NOT ENTITLED TO VOTE IN LOCAL 509 ELECTIONS

Schedule 13, Row3:

Schedule 13, Row3:::

Schedule 13, Row4:

Schedule 13, Row4::NOT ENTITLED TO VOTE IN LOCAL 509 ELECTIONS

Schedule 13, Row4:

Schedule 13, Row4::::
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)