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
514-329
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
STATE COUNTY AND MUNI EMPLS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
DISTRICT COUNCIL
6. DESIGNATION NBR
47
7. UNIT NAME (if any)
PHILADELPHIA ADMN, PROF & TECH ASN
8. MAILING ADDRESS (Type or print in capital
letters)
First Name
Catherine
Last Name
Scott
P.O Box - Building and Room Number
Number and Street
1606 WALNUT STREET
City
PHILADELPHIA
State
PA
ZIP Code + 4
191035482
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:
Catherine Scott
PRESIDENT
71. SIGNED:
Jama M Bouy
TREASURER
Date:
Mar 29, 2021
Telephone
Number:
215-893-3711
Date:
Mar 29, 2021
Telephone
Number:
215-893-3761
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21
FILE NUMBER:
514-329
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?
$450,000
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?
09/2022
20. How many members did the labor organization
have at the end of the reporting period?
5,802
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
Multiple Rates
per
Month
20.70
24.70
(b) Working Dues/Fees
None
per
(c) Initiation Fees
None
per
(d) Transfer Fees
None
per
(e) Work Permits
None
per
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS
AND LIABILITIES
FILE NUMBER:
514-329
ASSETS
ASSETS
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash
$344,729
$518,238
23. Accounts Receivable
1
$166,919
$146,711
24. Loans Receivable
2
$0
$0
25. U.S. Treasury
Securities
$0
$0
26. Investments
5
$0
27. Fixed Assets
6
$1,575
$12,420
28. Other Assets
7
$70,545
$29,377
29.
TOTAL ASSETS
$583,768
$706,746
LIABILITIES
LIABILITIES
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable
8
$31,959
$47,987
31. Loans Payable
9
32. Mortgages Payable
$0
$0
33. Other Liabilities
10
$214,263
$220,452
34. TOTAL
LIABILITIES
$246,222
$268,439
35. NET
ASSETS
$337,546
$438,307
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B -
RECEIPTS AND DISBURSEMENTS
FILE NUMBER:
514-329
CASH
RECEIPTS
SCH
AMOUNT
36. Dues and Agency Fees
$0
37. Per Capita Tax
$1,887,711
38. Fees, Fines,
Assessments, Work Permits
$0
39. Sale of Supplies
$0
40. Interest
$0
41. Dividends
$0
42. Rents
$0
43. Sale of Investments
and Fixed Assets
3
$0
44. Loans Obtained
9
45. Repayments of Loans
Made
2
$0
46. On Behalf of
Affiliates for Transmittal to Them
$12,423
47. From Members for
Disbursement on Their Behalf
$0
48. Other Receipts
14
$201,088
49. TOTAL RECEIPTS
$2,101,222
CASH DISBURSEMENTS
SCH
AMOUNT
50.
Representational Activities
15
$776,715
51.
Political Activities and Lobbying
16
$90,628
52.
Contributions, Gifts, and Grants
17
$5,488
53. General
Overhead
18
$505,320
54. Union
Administration
19
$289,320
55. Benefits
20
$180,814
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
$13,799
61. Loans
Made
2
$0
62.
Repayment of Loans Obtained
9
63. To
Affiliates of Funds Collected on Their Behalf
$0
64. On
Behalf of Individual Members
$0
65. Direct
Taxes
$65,629
66. Subtotal
$1,927,713
67.
Withholding Taxes and Payroll Deductions
67a. Total
Withheld
$221,117
67b. Less Total
Disbursed
$221,117
67c.
Total Withheld But Not Disbursed
68.
TOTAL DISBURSEMENTS
$1,927,713
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS
RECEIVABLE AGING SCHEDULE
FILE NUMBER:
514-329
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
$146,711
$0
$0
$0
Totals from all other
accounts receivable
$0
$0
$0
$0
Totals
(Total of Column (B) will be automatically entered in Item
23, Column(B))
$146,711
$0
$0
$0
Local 1723
$6,768
Local 1739
$42,986
Local 2186
$26,775
Local 2187
$61,217
Local 54
$2,618
Local 590
$6,347
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS
RECEIVABLE
FILE NUMBER:
514-329
List below loans to officers, employees, or members which
at any time during the reporting period exceeded $250 and
list all loans to business enterprises regardless of amount.
(A)
Loans
Outstanding at
Start of Period
(B)
Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1)
Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not
listed above
$0
$0
$0
$0
$0
Total of all lines
above
$0
$0
$0
$0
$0
Totals will be
automatically entered in...
Item 24
Column (A)
Item 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:
514-329
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:
514-329
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total
of all lines above
$13,799
$13,799
$13,799
Computer Equipment Vostro 5581 Laptop
$848
$848
$848
Computer Equipment Vostro 5581 Laptop
$848
$848
$848
Computer Equipment Lattitude 3500 Laptop
$721
$721
$721
Computer Equipment 5540 Laptop
$1,876
$1,876
$1,876
Computer Equipment 5400 Laptop
$1,491
$1,491
$1,491
Computer Equipment Lattitude 3500 Laptop
$917
$917
$917
Computer Equipment XPS 13 7390 Laptop
$1,334
$1,334
$1,334
Computer Equipment 7060 Laptop
$1,223
$1,223
$1,223
Computer Equipment Latitude 5500 Laptop
$1,759
$1,759
$1,759
Computer Equipment Latitude 3500 Laptop
$819
$819
$819
Computer Equipment Latitude 3500 Laptop
$819
$819
$819
Computer Equipment Latitude 3310 Laptop
$820
$820
$820
Laser Jet Pro M454 Printer
$324
$324
$324
Less Reinvestments
$0
(The
total from Net Purchases Line will be automatically
entered in Item 60.)
Net Purchases
$13,799
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 -
INVESTMENTS
FILE NUMBER:
514-329
Description
(A)
Amount
(B)
Marketable Securities
A. Total Cost
B. Total Book Value
C. List each
marketable security which has a book value over $5,000
and exceeds 5% of Line B.
Other Investments
D. Total Cost
E. Total Book Value
F. List each other
investment which has a book value over $5,000 and
exceeds 5% of Line E. Also, list each subsidiary
for which separate reports are attached.
G. Total of Lines B and E
(Total will be automatically entered in Item 26,
Column(B))
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED
ASSETS
FILE NUMBER:
514-329
Description
(A)
Cost or Other Basis
(B)
Total Depreciation or
Amount Expensed
(C)
Book Value
(D)
Value
(E)
A. Land (give
location)
$0
$0
$0
B. Buildings
(give location)
$0
$0
$0
$0
C. Automobiles
and
Other Vehicles
D. Office
Furniture
and Equipment
$372,762
$360,342
$12,420
$58,800
E.
Other Fixed Assets
F. Totals of Lines A through E
(Column(D) Total will be automatically entered in Item
27, Column(B))
$372,762
$360,342
$12,420
$58,800
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER
ASSETS
FILE NUMBER:
514-329
Description
(A)
Book Value
(B)
Total
(Total will be automatically entered in Item 28, Column(B))
$29,377
Due from Affiliated Labor Organizations
$17,520
Prepaid Expenses
$11,857
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS
PAYABLE AGING SCHEDULE
FILE NUMBER:
514-329
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
$47,987
$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))
$47,987
$0
$0
$0
Sklar Carmosin & Company
$3,930
$0
$0
$0
DC 47 Health and Welfare
$10,605
$0
$0
$0
American Express
$1,089
$0
$0
$0
Lawrence S. Coburn Arbitration Fees
$10,850
$0
$0
$0
Willig, Williams & Davidson
$3,736
$0
$0
$0
DC 47 Health and Welfare Building Corp
$3,234
$0
$0
$0
AFSCME Local 2187
$14,543
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS
PAYABLE
FILE NUMBER:
514-329
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:
514-329
Description
(A)
Amount at End of Period
(B)
Total Other Liabilities
(Total will be automatically entered in Item 33, Column(D))
$220,452
Accrued payroll and vacation
$68,225
Money held in trust for Affiliates
$152,227
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL
OFFICERS AND DISBURSEMENTS TO OFFICERS
FILE NUMBER:
514-329
(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
Scott
,
Catherine
President C
$151,702
$0
$2,286
$0
$153,988
I
Schedule 15
Representational Activities
90
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
5
%
Schedule 19
Administration
5
%
A
B
C
Robinson
,
Pamela
Vice President C
$13,000
$0
$0
$0
$13,000
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
90
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
10
%
A
B
C
Bouy
,
Jama
M Secretary Treasurer C
$110,774
$0
$3,465
$0
$114,239
I
Schedule 15
Representational Activities
10
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
90
%
A
B
C
Harris
,
Robert
E Recording Secretary C
$6,600
$0
$0
$0
$6,600
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
100
%
A
B
C
Mora
,
David
Corresponding Secretary C
$4,800
$0
$0
$0
$4,800
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
100
%
Total Officer
Disbursements
$286,876
$0
$5,751
$0
$292,627
Less Deductions
$82,025
Net
Disbursements
$210,602
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 -
DISBURSEMENTS TO EMPLOYEES
FILE NUMBER:
514-329
(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
Cooper
,
Kathleen
Secretary None
$54,158
$0
$0
$0
$54,158
I
Schedule 15
Representational Activities
88
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
12
%
Schedule 19
Administration
0
%
A
B
C
Piscitelli
,
Amy
Clerical None
$54,555
$0
$0
$0
$54,555
I
Schedule 15
Representational Activities
88
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
12
%
Schedule 19
Administration
0
%
A
B
C
Cooper
,
Gunta
Secretary None
$53,119
$0
$0
$0
$53,119
I
Schedule 15
Representational Activities
88
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
12
%
Schedule 19
Administration
0
%
A
B
C
Bucci
,
Lauren
A Assistant to the Presiden None
$75,461
$0
$0
$0
$75,461
I
Schedule 15
Representational Activities
10
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
80
%
Schedule 19
Administration
10
%
A
B
C
Marsh
,
Jennie
Assistant to the VP None
$67,147
$0
$0
$0
$67,147
I
Schedule 15
Representational Activities
10
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
80
%
Schedule 19
Administration
10
%
A
B
C
Wahyudi
,
Merlin
Clerk None
$33,222
$0
$0
$0
$33,222
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
90
%
Schedule 19
Administration
10
%
A
B
C
Dannenfelser
,
Paul
L Organizer None
$106,966
$0
$2,080
$0
$109,046
I
Schedule 15
Representational Activities
100
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
Hoover
,
Judy
Legislative Director None
$37,269
$37,269
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
90
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
10
%
A
B
C
Shaw
,
Sarah
Organizer None
$10,205
$0
$20,632
$0
$30,837
I
Schedule 15
Representational Activities
90
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
10
%
TOTALS RECEIVED
BY EMPLOYEES MAKING $10,000 OR LESS
$39,779
$0
$0
$0
$39,779
I
Schedule 15
Representational Activities
88
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
12
%
Schedule 19
Administration
0
%
Total
Employee Disbursements
$531,881
$0
$22,712
$0
$554,593
Less
Deductions
$139,092
Net Disbursements
$415,501
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 -
MEMBERSHIP STATUS
FILE NUMBER:
514-329
Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members
(Total of all lines above)
5,802
Agency Fee Payers*
185
Total Members/Fee Payers
5,987
*Agency Fee Payers are
not considered members of the labor organization.
Full time members
5,738
Yes
Part time members
64
Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE
- SCHEDULES 14 THROUGH 19
FILE NUMBER:
514-329
SCHEDULE 14 OTHER RECEIPTS
1. Named Payer
Itemized Receipts
$178,268
2. Named Payer
Non-itemized Receipts
$22,820
3. All Other Receipts
$0
4. Total
Receipts
$201,088
SCHEDULE 17 CONTRIBUTIONS,
GIFTS & GRANTS
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$0
4. To Employees
$0
5. All Other
Disbursements
$5,488
6. Total
Disbursements
$5,488
SCHEDULE 15 REPRESENTATIONAL
ACTIVITIES
1. Named Payee
Itemized Disbursements
$221,816
2. Named Payee
Non-itemized Disbursements
$38,724
3. To Officers
$150,013
4. To Employees
$328,478
5. All Other
Disbursements
$37,684
6. Total
Disbursements
$776,715
SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee
Itemized Disbursements
$231,026
2. Named Payee
Non-itemized Disbursements
$64,183
3. To Officers
$7,699
4. To Employees
$168,180
5. All Other
Disbursements
$34,232
6. Total
Disbursements
$505,320
SCHEDULE 16 POLITICAL
ACTIVITIES AND LOBBYING
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$11,700
4. To Employees
$33,542
5. All Other
Disbursements
$45,386
6. Total
Disbursements
$90,628
SCHEDULE 19 UNION
ADMINISTRATION
1. Named Payee
Itemized Disbursements
$123,885
2. Named Payee
Non-itemized Disbursements
$199
3. To Officers
$123,214
4. To Employees
$24,394
5. All Other
Disbursements
$17,628
6. Total
Disbursements
$289,320
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER
RECEIPTS
FILE NUMBER:
514-329
Name and Address
(A)
AFSCME International Grant
1625 L Street Washington DC 20036
Type or Classification
(B)
Grant
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$73,995
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$73,995
State and local political program
05/28/2020
$9,600
State and local political program
09/25/2020
$16,200
State and local political program
10/26/2020
$16,495
Grant for organizing
10/28/2020
$31,700
Name and Address
(A)
AFSCME Legal Services
1606 Walnut Street Philadelphia PA 19103
Type or Classification
(B)
Management Fees
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,301
Total
Non-Itemized Transactions with this Payee/Payer
$18,876
Total of All Transactions with this
Payee/Payer for This Schedule
$24,177
Management Fees
01/30/2020
$5,301
Name and Address
(A)
DC 47 Health and Welfare
1606 WALNUT STREET PHILADELPHIA PA 19103
Type or Classification
(B)
Management Fees
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$98,972
Total
Non-Itemized Transactions with this Payee/Payer
$3,944
Total of All Transactions with this
Payee/Payer for This Schedule
$102,916
Management Fees
01/02/2020
$8,197
Management Fees
04/03/2020
$12,155
Management Fees
04/17/2020
$9,436
Management Fees
07/01/2020
$13,675
Management Fees
07/01/2020
$9,562
Management Fees
07/07/2020
$8,650
Management Fees
10/01/2020
$13,785
Management Fees
10/01/2020
$9,625
Management Fees
12/18/2020
$13,887
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 -
REPRESENTATIONAL ACTIVITIES
FILE NUMBER:
514-329
Name and Address
(A)
American Arbitration Association
230 S Broad Street Philadelphia PA 19102
Type or Classification
(B)
Arbitration
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$14,440
Total
Non-Itemized Transactions with this Payee/Payer
$16,075
Total of All Transactions with this
Payee/Payer for This Schedule
$30,515
Contract Negotiation
08/14/2020
$14,440
Name and Address
(A)
David Reilly, Esquire 1G 64 East 9th Street New York NY 10128
Type or Classification
(B)
Arbitration
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$6,300
Total of All Transactions with this
Payee/Payer for This Schedule
$6,300
Name and Address
(A)
Randi E. Lowitt
2 Saddle Hill Road Far Hills NJ 07931
Type or Classification
(B)
Arbitration
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$6,063
Total of All Transactions with this
Payee/Payer for This Schedule
$6,063
Name and Address
(A)
Robert C. Gifford Esq. 945
State College PA 16804
Type or Classification
(B)
Arbitration
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$8,759
Total of All Transactions with this
Payee/Payer for This Schedule
$8,759
Name and Address
(A)
Willig Williams Legal Services
1845 Walnut Street Philadelphia PA 19103
Type or Classification
(B)
Legal Services
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$207,376
Total
Non-Itemized Transactions with this Payee/Payer
$1,527
Total of All Transactions with this
Payee/Payer for This Schedule
$208,903
Legal Fees
01/13/2020
$17,321
Legal Fees
03/12/2020
$9,189
Legal Fees
03/12/2020
$10,577
Legal Fees
04/09/2020
$22,086
Legal Fees
04/09/2020
$10,628
Legal Fees
05/08/2020
$16,598
Legal Fees
06/17/2020
$21,840
Legal Fees
07/24/2020
$9,570
Legal Fees
07/24/2020
$7,990
Legal Fees
09/15/2020
$28,962
Legal Fees
10/16/2020
$17,555
Legal Fees
11/13/2020
$16,912
Legal Fees
12/11/2020
$18,148
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 -
POLITICAL ACTIVITIES AND LOBBYING
FILE NUMBER
514-329
There was no data
found for this schedule.
SCHEDULE 17 -
CONTRIBUTIONS, GIFTS & GRANTS
FILE NUMBER:
514-329
There was no data
found for this schedule.
SCHEDULE 18 - GENERAL
OVERHEAD
FILE NUMBER:
514-329
Name and Address
(A)
AFSCME DC47 H&W Building Corp 1606 Walnut Street 1606 Philadelphia PA 19103
Type or Classification
(B)
Rent and utilities
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$172,830
Total
Non-Itemized Transactions with this Payee/Payer
$11,571
Total of All Transactions with this
Payee/Payer for This Schedule
$184,401
Rent and utilities
01/30/2020
$14,964
Rent and utilities
03/06/2020
$16,569
Rent and utilities
04/03/2020
$16,631
Rent and utilities
05/01/2020
$15,381
Rent and utilities
05/29/2020
$15,381
Rent and utilities
07/01/2020
$15,381
Rent and utilities
08/10/2020
$15,381
Rent and utilities
09/01/2020
$15,381
Rent and utilities
10/02/2020
$16,999
Rent and utilities
11/09/2020
$15,381
Rent and utilities
12/04/2020
$15,381
Name and Address
(A)
AFSCME DC47 Health and Welfare 1606 Walnut Street 1606 Philadelphia PA 19103
Type or Classification
(B)
Equipment Rental
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$25,259
Total of All Transactions with this
Payee/Payer for This Schedule
$25,259
Name and Address
(A)
AFSCME DC47 Health and Welfare 1606 Walnut Street 1606 Philadelphia PA 19103
Type or Classification
(B)
Insurance Premiums
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$8,784
Total
Non-Itemized Transactions with this Payee/Payer
$4,569
Total of All Transactions with this
Payee/Payer for This Schedule
$13,353
Insurance Premiums
07/10/2020
$8,784
Name and Address
(A)
AFSCME DC47 Health and Welfare 1606 Walnut Street 1606 Philadelphia PA
Type or Classification
(B)
Telephone Expense
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$9,156
Total of All Transactions with this
Payee/Payer for This Schedule
$9,156
Name and Address
(A)
AFSCME Health & Welfare 1606 Walnut Street 1606 Philadelphia PA 19103
Type or Classification
(B)
Information Technolocy
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,040
Total
Non-Itemized Transactions with this Payee/Payer
$6,922
Total of All Transactions with this
Payee/Payer for This Schedule
$11,962
IT Services
03/27/2020
$5,040
Name and Address
(A)
Atlantic Tomorrows Office 5149
White Plains NY 10602
Type or Classification
(B)
Information Technology
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$36,134
Total
Non-Itemized Transactions with this Payee/Payer
$622
Total of All Transactions with this
Payee/Payer for This Schedule
$36,756
IT Services
01/10/2020
$7,351
IT Services
02/14/2020
$7,351
IT Services
03/27/2020
$7,351
IT Services
04/09/2020
$7,351
IT Services
05/08/2020
$6,730
Name and Address
(A)
Union Insurance Group 303 W. Erie Street
Chicago IL 60654
Type or Classification
(B)
Insurance Premiums
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$8,238
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$8,238
Insurance Premiums
07/01/2020
$8,238
Name and Address
(A)
Xerox Financial Services 202882
Dallas TX 75320
Type or Classification
(B)
Equipment Rental
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$6,084
Total of All Transactions with this
Payee/Payer for This Schedule
$6,084
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION
ADMINISTRATION
FILE NUMBER:
514-329
Name and Address
(A)
Alan Ross & Company PC
10 Hearthstone Court Reading PA 19606
Type or Classification
(B)
Accounting and auditing fees
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$24,500
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$24,500
Audit Fees
04/03/2020
$9,500
Audit Fees
06/12/2020
$9,000
Audit Fees
07/17/2020
$6,000
Name and Address
(A)
Health & Welfare
1606 Walnut Street Philadelphia PA 19103
Type or Classification
(B)
Management Fee Expense
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$80,151
Total
Non-Itemized Transactions with this Payee/Payer
$199
Total of All Transactions with this
Payee/Payer for This Schedule
$80,350
Management Fees Expense
01/06/2020
$11,798
Management Fees Expense
04/03/2020
$16,075
Management Fees Expense
07/01/2020
$16,817
Management Fees Expense
10/02/2020
$17,126
Management Fees Expense
12/18/2020
$18,335
Name and Address
(A)
Sklar Carmosin & Company
801 Old York Road Jenkintown PA 19046
Type or Classification
(B)
Bookkeeping Fees
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$19,234
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$19,234
Bookkeeping fees
02/20/2020
$5,854
Bookkeeping fees
10/30/2020
$13,380
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 -
BENEFITS
FILE NUMBER:
514-329
Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all
lines above (Total will be automatically entered in Item
55.)
$180,814
Pension
AFSCME DC 47 401K Plan
$50,832
Health Insurance
AFSCME DC 47 Health and Welfare Plan
$110,280
Life Insurance
Principal Life Insurance
$18,082
Prepaid Legal Services
AFSCME DC 47 Legal Services Fund
$1,620
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL
INFORMATION SUMMARY
FILE NUMBER:
514-329
Question 10: AFSCME District Council participates in the administration of the following employee benefit plans:
AFSCME DC 47 Health and Welfare Fund
Provides health benefits
AFSCME DC 47 Legal Services Fund
Provided prepaid legal services for members
Question 11(a):
Question 11(a): : : The DC 47 People Committee files periodic filings with the Federal Election Commission.
Question 12: The financial reports of the District Council were audited by an independent public accounting firm:
Alan Ross & Company, PC
Certified Public Accountants
10 Hearthstone Court
Reading, PA 19606
Question 18: The District Council received approval for certain changes in its Constitution from the International on March 30, 2020. A copy of the signed updated Constitution is attached.
Schedule 1, Row1:
Schedule 1, Row1:
Schedule 1, Row2:
Schedule 1, Row2:
Schedule 1, Row3:
Schedule 1, Row3:
Schedule 1, Row4:
Schedule 1, Row4:
Schedule 1, Row5:
Schedule 1, Row5:
Schedule 1, Row6:
Schedule 1, Row6:
Schedule 8, Row1:
Schedule 8, Row1::
Schedule 8, Row2:
Schedule 8, Row2::
Schedule 8, Row3:
Schedule 8, Row3::
Schedule 8, Row4:
Schedule 8, Row4::
Schedule 8, Row5:
Schedule 8, Row5::
Schedule 8, Row6:
Schedule 8, Row6::
Schedule 8, Row7:
Schedule 8, Row7:
Schedule 13, Row1:
Schedule 13, Row1::::
Schedule 13, Row2:
Schedule 13, Row2::::Part time members pay dues and have the right to vote.
Schedule 13, Row1:
Schedule 13, Row1::::Full time members pay dues and have the right to vote.