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
044-423
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
WORKERS UNITED, SEIU
5. DESIGNATION (Local, Lodge, etc.)
JOINT BOARD
 6. DESIGNATION NBR

7. UNIT NAME (if any)
ROCHESTER JOINT BOARD
8. MAILING ADDRESS (Type or print in capital letters)
First Name
Joseph
 Last Name
Conway
P.O Box - Building and Room Number

Number and Street
750 East Avenue
City
Rochester
State
NY		 ZIP Code + 4
146072100


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:Gary Bonadonna JrPRESIDENT71. SIGNED:Keith PendletonTREASURER
Date:Mar 30, 2021Telephone Number:585-473-3280Date:Mar 30, 2021Telephone Number:585-473-3280
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 044-423
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?$1,000,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?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?12/2024
20. How many members did the labor organization have at the end of the reporting period?5,001
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees5.42/10.84perweek5.4210.84
(b) Working Dues/FeesN/AperN/AN/AN/A
(c) Initiation Fees20.00perentry20.0020.00
(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: 044-423

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $113,435$397,616
23. Accounts Receivable1$292,753$169,283
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $0$0
26. Investments5$12,484,362$9,665,690
27. Fixed Assets6$66,512$60,578
28. Other Assets7$167,926$136,922
29. TOTAL ASSETS $13,124,988$10,430,089

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$370,940$250,182
31. Loans Payable9$699,609$644,609
32. Mortgages Payable $0$0
33. Other Liabilities10$129,590$275,585
34. TOTAL LIABILITIES $1,200,139$1,170,376
35. NET ASSETS$11,924,849$9,259,713
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 044-423

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $1,436,375
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $3
41. Dividends $166,124
42. Rents $0
43. Sale of Investments and Fixed Assets3$0
44. Loans Obtained9$0
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $32
47. From Members for Disbursement on Their Behalf $3,267
48. Other Receipts14$1,491,971
49. TOTAL RECEIPTS $3,097,772
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$844,124
51. Political Activities and Lobbying16$99,235
52. Contributions, Gifts, and Grants17$47,616
53. General Overhead18$445,098
54. Union Administration19$189,036
55. Benefits20$645,571
56. Per Capita Tax $341,370
57. Strike Benefits $18,000
58. Fees, Fines, Assessments, etc. $1,015
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$0
61. Loans Made2$0
62. Repayment of Loans Obtained9$35,000
63. To Affiliates of Funds Collected on Their Behalf $32
64. On Behalf of Individual Members $5,217
65. Direct Taxes $137,762
  
66. Subtotal $2,809,076
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$329,752  
  67b. Less Total Disbursed$334,267  
  67c. Total Withheld But Not Disbursed -$4,515
68. TOTAL DISBURSEMENTS $2,813,591
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 044-423

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$169,283   
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $169,283$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 044-423

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A) 		Loans
Outstanding at
Start of Period
(B) 		Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1) 		Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not listed above     
Total of all lines above$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: 044-423

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$1,622,184$1,823,700$1,823,700$201,516
Stocks & Bonds$1,622,184$1,823,700$1,823,700$201,516
Less Reinvestments$201,516
(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: 044-423

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$1,566,026$1,566,026$1,566,026
Stocks & Bonds$1,566,026$1,566,026$1,566,026
 Less Reinvestments$1,566,026
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 044-423

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost$9,665,690
B. Total Book Value$9,665,690
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • Amalgamated Bank (AMAL)
$7,132,887
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)) $9,665,690
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 044-423

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$254,750$248,289$6,461$6,461
E. Other Fixed Assets$765,236$711,119$54,117$54,117
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,019,986$959,408$60,578$60,578
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 044-423

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $136,922
Prepaid Property Taxes - City of Rochester$20,546
Local Funds (Asset Portion)$98,439
Security Deposits Held$6,156
Other Prepaids$8,390
Accrued Investment Income$3,391
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 044-423

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$158,015$100,209$29,843$0
Total from all other accounts payable$92,167$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $250,182$100,209$29,843$0
RRJB State PAC$104,506$100,209$0$0
SEIU$53,509$0$29,843$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 044-423

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$699,609$0$35,000$20,000$644,609
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
Per Capita - SEIU Loan$699,609$0$35,000$20,000$644,609
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 044-423

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $275,585
Locals Fund (Liab)$98,439
Accrued Payroll & Taxes$14,396
Accrued Employer Match (401k)$516
Unearned Revenue$11,024
Workers United Per Capita Repayment$151,210
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 044-423

(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 		Piccone ,  Ron  
President
C		$3,163$3,215$0$0$6,378
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		20 % Schedule 19
Administration 		40 %
A
B
C 		Glinkski ,  Debra  
Vice President
C		$0$2,288$0$0$2,288
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		20 % Schedule 19
Administration 		40 %
A
B
C 		Pendleton ,  Keith  
Secretary Treasurer
C		$0$3,536$0$0$3,536
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		20 % Schedule 19
Administration 		40 %
A
B
C 		Bonadonna Jr. ,  Gary  
Manager
C		$143,277$1,680$18,177$0$163,134
I
Schedule 15
Representational Activities 		70 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		5 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		5 %
Total Officer Disbursements$146,440$10,719$18,177$0$175,336
Less Deductions    $62,207
Net Disbursements    $113,129
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 044-423

(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 		Clark ,  Ross  
Business Agent - Roch
None		$81,839$1,680$109$0$83,628
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 %
A
B
C 		Deforte ,  Elaine  
Executive Assistant
None		$49,905$0$100$1,500$51,505
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		20 % Schedule 17
Contributions 		20 % Schedule 18
General Overhead 		20 % Schedule 19
Administration 		20 %
A
B
C 		Powderly ,  Chris  
Business Agent - Roch
None		$66,517$1,788$918$0$69,223
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		5 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		5 %
A
B
C 		Shelton ,  Monika  
Executive Assistant
None		$13,600$76$0$0$13,676
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		20 % Schedule 17
Contributions 		20 % Schedule 18
General Overhead 		20 % Schedule 19
Administration 		20 %
A
B
C 		Young ,  Erin  
Business Agent - Roch
None		$75,309$1,680$918$0$77,907
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		5 %
A
B
C 		Conway ,  Joseph  
Comptroller
None		$97,650$0$1,112$0$98,762
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		20 % Schedule 17
Contributions 		20 % Schedule 18
General Overhead 		20 % Schedule 19
Administration 		20 %
A
B
C 		Hoyt ,  Sheryl  
Data Processing Clerk
None		$16,603$0$0$0$16,603
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		50 % Schedule 19
Administration 		50 %
A
B
C 		Roemer ,  Courtney  
Bookkeeper
None		$14,266$234$0$0$14,500
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		10 % Schedule 18
General Overhead 		20 % Schedule 19
Administration 		50 %
A
B
C 		Mulvaney ,  Kristopher  
Business Agent - Buff
None		$17,954$1,680$0$0$19,634
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		10 %
A
B
C 		Loos ,  Teresa  
Office Admin - Buff
None		$12,985$0$136$0$13,121
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		20 % Schedule 19
Administration 		80 %
A
B
C 		Vitello ,  Robert  
Business Agent - Buff
None		$68,959$1,707$982$0$71,648
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		5 %
A
B
C 		Jofre ,  Eduardo  
Business Agent - Syr
None		$57,679$3,832$1,255$0$62,766
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		15 %
A
B
C 		Delvecchio ,  Andrea  
Office Admin - Alb
None		$14,193$0$0$0$14,193
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		5 % Schedule 18
General Overhead 		20 % Schedule 19
Administration 		60 %
A
B
C 		Patterson ,  Vanessa  
Business Agent- Alb
None		$81,839$1,680$6,992$0$90,511
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		5 %
A
B
C 		Vick ,  Emily  
Business Agent - Alb
None		$52,683$1,680$2,489$0$56,852
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		5 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$17,685$0$6,910$0$24,595
I Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		40 % Schedule 19
Administration 		50 %
Total Employee Disbursements$739,666$16,037$21,921$1,500$779,124
Less Deductions    $267,545
Net Disbursements    $511,579
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 044-423

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 5,001 
Agency Fee Payers*
Total Members/Fee Payers5,001 
*Agency Fee Payers are not considered members of the labor organization.
General Membership5,001Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 044-423

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$1,455,546
2. Named Payer Non-itemized Receipts$32,633
3. All Other Receipts$3,792
4. Total Receipts$1,491,971
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$8,157
4. To Employees$38,409
5. All Other Disbursements$1,050
6. Total Disbursements$47,616
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$106,365
2. Named Payee Non-itemized Disbursements$103,051
3. To Officers$119,074
4. To Employees$488,003
5. All Other Disbursements$27,631
6. Total Disbursements$844,124
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$67,800
2. Named Payee Non-itemized Disbursements$212,831
3. To Officers$10,598
4. To Employees$78,173
5. All Other Disbursements$75,696
6. Total Disbursements$445,098
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$17,927
2. Named Payee Non-itemized Disbursements$0
3. To Officers$24,470
4. To Employees$56,838
5. All Other Disbursements
6. Total Disbursements$99,235
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$35,535
2. Named Payee Non-itemized Disbursements$12,722
3. To Officers$13,037
4. To Employees$117,699
5. All Other Disbursements$10,043
6. Total Disbursements$189,036
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 044-423

Name and Address
(A)
Nationwide Insurance

One Nationwide Plaza
Columbus
OH
43215
Type or Classification
(B)
Insurance Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$17,548
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$17,548
Insurance proceeds for property damage05/08/2020$17,548
Name and Address
(A)
RJB Realty Corporation

750 East Avenue
Rochester
NY
14607
Type or Classification
(B)
Building Expense Reimbursements
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$548,701
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$548,701
Building Expense Reimbursement01/07/2020$44,829
Building Expense Reimbursement02/06/2020$44,828
Building Expense Reimbursement03/05/2020$44,829
Building Expense Reimbursement03/30/2020$44,828
Building Expense Reimbursement05/04/2020$44,829
Building Expense Reimbursement06/05/2020$44,828
Building Expense Reimbursement07/06/2020$44,829
Building Expense Reimbursement08/06/2020$44,828
Building Expense Reimbursement09/04/2020$52,898
Building Expense Reimbursement10/09/2020$45,725
Building Expense Reimbursement11/05/2020$45,725
Building Expense Reimbursement12/04/2020$45,725
Name and Address
(A)
Rochester Regional Joint Board

750 East Avenue
Rochester
NY
14607
Type or Classification
(B)
Union Investment Portfolio Transfers
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$285,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$285,000
Investment Transfer to Checking02/29/2020$40,000
Investment Transfer to Checking07/31/2020$150,000
Investment Transfer to Checking11/30/2020$95,000
Name and Address
(A)
Service Employees International Union

1800 Massachusetts Ave NW
Washington
DC
20036
Type or Classification
(B)
International Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$354,834
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$354,834
January & February 2020 Organizing Subsidy02/27/2020$44,580
March 2020 Organizing Subsidy03/16/2020$22,292
April 2020 Organizing Subsidy04/03/2020$22,292
May 2020 Organizing Subsidy05/08/2020$22,292
June 2020 Organizing Subsidy06/05/2020$22,292
July 2020 Organizing Subsidy07/03/2020$22,292
August 2020 Organizing Subsidy08/07/2020$22,292
September 2020 Organizing Subsidy09/11/2020$22,292
October 2020 Organizing Subsidy10/02/2020$22,292
November 2020 Organizing Subsidy11/06/2020$22,292
December 2020 Organizing Subsidy12/04/2020$22,292
July - November 2020 Per Capita Tax Rebate12/31/2020$87,334
Name and Address
(A)
Sidney Hillman Health Center

750 East Avenue
Rochester
NY
14607
Type or Classification
(B)
Non-Profit Health & Welfare Trust
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$214,463
Total Non-Itemized Transactions with this Payee/Payer$32,633
Total of All Transactions with this Payee/Payer for This Schedule$247,096
Financial Admin Fee - Jan 202002/04/2020$7,521
Financial Admin Fee - Feb 202002/27/2020$7,521
Financial Admin Fee - March 202003/27/2020$7,521
Financial Admin Fee - 2019 Adjustment04/01/2020$43,051
Financial Admin Fee - 2020 Adjustment (Jan - Mar)04/01/2020$10,510
Financial Admin Fee - April 202004/23/2020$11,024
Financial Admin Fee - May 202005/21/2020$11,024
Financial Admin Fee - June 202006/04/2020$11,024
Financial Admin Fee - July 202007/02/2020$11,024
Financial Admin Fee - August 202008/05/2020$11,024
Finanacial Admin Fee - September 202009/03/2020$11,024
Financial Admin Fee - October 202010/08/2020$11,024
Financial Admin Fee - November 202011/04/2020$11,024
Financial Admin Fee - December 202012/03/2020$11,024
Financial Admin Fee - January 202012/30/2020$11,026
Cleaning Services Reimbursement (Jan - March 2020)03/27/2020$7,663
Cleaning Services Reimbursement (May - Dec 2020)12/03/2020$20,434
Name and Address
(A)
U.S. Small Business Administration

409 3rd Street SW
Washington
DC
20416
Type or Classification
(B)
Government Entity
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
Pandemic Assistance Grant05/04/2020$10,000
Name and Address
(A)
Workers United

22 South 22nd Street
Philadelphia
PA
19103
Type or Classification
(B)
International Union
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
Babbit Worker Strike Funding06/11/2020$25,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 044-423

Name and Address
(A)
Bonadio & Co., LLP

171 Sully's Trail, Ste 201
Pittsford
NY
14535
Type or Classification
(B)
Audit & Accounting Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,900
Total Non-Itemized Transactions with this Payee/Payer$10,000
Total of All Transactions with this Payee/Payer for This Schedule$15,900
Audit & Accounting Fees11/12/2020$5,900
Name and Address
(A)
Creighton Johnsen and Grioux

1103 Delaware Avenue
Buffalo
NY
14209
Type or Classification
(B)
Legal Fees
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$27,541
Total Non-Itemized Transactions with this Payee/Payer$26,632
Total of All Transactions with this Payee/Payer for This Schedule$54,173
Legal Services05/29/2020$6,525
Legal Services10/19/2020$9,023
Legal Services11/10/2020$5,693
Legal Services12/08/2020$6,300
Name and Address
(A)
Michael Harren

66 Roosevelt Road
Rochester
NY
14618
Type or Classification
(B)
Legal Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,638
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,638
Legal Services12/17/2020$6,638
Name and Address
(A)
Richard Bensigner

4220 Campbell Avenue, 507
Arlington
VA
22206
Type or Classification
(B)
Consulting Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,883
Total Non-Itemized Transactions with this Payee/Payer$66,419
Total of All Transactions with this Payee/Payer for This Schedule$73,302
Consulting Services02/28/2020$6,883
Name and Address
(A)
Thomas Maroney

117 Marangale Road
Manilus
NY
13104
Type or Classification
(B)
Legal Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,517
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,517
Legal Services05/07/2020$5,517
Name and Address
(A)
Trevett Cristo Salzer Legal Services Legal Service

2 State Street, Ste 1000
Rochester
NY
14614
Type or Classification
(B)
Legal Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$53,886
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$53,886
Legal Services04/03/2020$6,000
Legal Services05/01/2020$6,000
Legal Services05/13/2020$6,346
Legal Services06/10/2020$12,000
Legal Services06/29/2020$6,000
Legal Services07/10/2020$6,000
Legal Services07/17/2020$6,000
Legal Services08/20/2020$5,540
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 044-423

Name and Address
(A)
RRJB State PAC

750 East Avenue
Rochester
NY
14607
Type or Classification
(B)
Political Action Committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$17,927
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$17,927
PAC Contributions08/19/2020$17,927
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 044-423

There was no data found for this schedule.

SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 044-423

Name and Address
(A)
4429 Union Road, Inc.
4429 Union Road

Cheektowaga
NY
14225
Type or Classification
(B)
Landlord - Buffalo Office
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$21,450
Total of All Transactions with this Payee/Payer for This Schedule$21,450
Name and Address
(A)
Chudy Paper Co.

2615 Walden Avenue
Cheektowaga
NY
14225
Type or Classification
(B)
Paper Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,054
Total of All Transactions with this Payee/Payer for This Schedule$8,054
Name and Address
(A)
Connors Haas Inc.

6337 Dean Parkway
Ontario
NY
14519
Type or Classification
(B)
Electrical Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,350
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,350
Replacement of light poles (insurance proceeds)10/27/2020$10,350
Name and Address
(A)
Frontier c/o Mitel
53230

Phoenix
AZ
85072
Type or Classification
(B)
Telephone Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,549
Total of All Transactions with this Payee/Payer for This Schedule$8,549
Name and Address
(A)
Marathon Power, LLC

62-01 34th Avenue
Woodside
NY
11377
Type or Classification
(B)
Energy Supplier
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,050
Total Non-Itemized Transactions with this Payee/Payer$32,984
Total of All Transactions with this Payee/Payer for This Schedule$38,034
Gas & Electric Supplier Fees01/29/2020$5,050
Name and Address
(A)
Pat Fiore

800 Route 146, Bldg 3
Clifton Park
NY
12065
Type or Classification
(B)
Landlord - Albany Office
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$24,152
Total of All Transactions with this Payee/Payer for This Schedule$24,152
Name and Address
(A)
Postler and Jaeckle Corp

615 South Avenue
Rochester
NY
14620
Type or Classification
(B)
HVAC Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$29,700
Total Non-Itemized Transactions with this Payee/Payer$2,115
Total of All Transactions with this Payee/Payer for This Schedule$31,815
HVAC Services03/02/2020$7,425
HVAC Services06/10/2020$7,425
HVAC Services09/03/2020$7,425
HVAC Services12/03/2020$7,425
Name and Address
(A)
RG&E
11747

Newark
NJ
07101
Type or Classification
(B)
Utilities - Gas & Electric
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$29,615
Total of All Transactions with this Payee/Payer for This Schedule$29,615
Name and Address
(A)
Schindler Elevator Corporation

395 Summit Point, Ste 4
Henrietta
NY
14467
Type or Classification
(B)
Elevator Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,813
Total of All Transactions with this Payee/Payer for This Schedule$8,813
Name and Address
(A)
Selective Insurance Co of America
37148

Pittsburgh
PA
15250
Type or Classification
(B)
Commercial Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$22,700
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$22,700
Commercial Insurance02/21/2020$22,700
Name and Address
(A)
Sidney Hillman Health Center

750 East Avenue
Rochester
NY
14607
Type or Classification
(B)
Health & Welfare
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$24,353
Total of All Transactions with this Payee/Payer for This Schedule$24,353
Name and Address
(A)
Ted Hosmer Enterprises, Inc.
888

Henrietta
NY
14467
Type or Classification
(B)
Snow Plowing Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,602
Total of All Transactions with this Payee/Payer for This Schedule$10,602
Name and Address
(A)
Vanguard Cleaning Systems of Upstate NY
300 Main Street, Suite 16

East Rochester
NY
14445
Type or Classification
(B)
Cleaning Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$35,640
Total of All Transactions with this Payee/Payer for This Schedule$35,640
Name and Address
(A)
Verizon Wireless
408`

Newark
NJ
07101
Type or Classification
(B)
Cellphone services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,504
Total of All Transactions with this Payee/Payer for This Schedule$6,504
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 044-423

Name and Address
(A)
Heindl Printers
31121

Rochester
NY
14225
Type or Classification
(B)
Newsletter Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,435
Total Non-Itemized Transactions with this Payee/Payer$722
Total of All Transactions with this Payee/Payer for This Schedule$10,157
Winter Reflections03/02/2020$9,435
Name and Address
(A)
Julie Black

8 Winding Road
Rochester
NY
14618
Type or Classification
(B)
Independent Publicist
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,000
Total of All Transactions with this Payee/Payer for This Schedule$12,000
Name and Address
(A)
Trysail Strategies

192 Burrloughs Drive
Amherst
NY
14226
Type or Classification
(B)
Public Relations
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,100
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,100
Public Relations04/17/2020$6,100
Name and Address
(A)
Workers United

22 South 22nd Street
Philadelphia
PA
19103
Type or Classification
(B)
International Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$20,000
Repayment of per capita loan relief10/12/2020$20,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 044-423

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$645,571
Retirement Plan Contributions - DBConsolidated Retirement Fund$141,549
Retirement Plan Contributions - DCPrincipal Financial Group$35,251
Health Center BenefitsSidney Hillman Health Center$9,369
Life Insurance BenefitsAmalgamated Life$44,005
Life Insurance BenefitsPrudential$630
Life Insurance BenefitsAmalgamated National Health Fund$2,380
Workers Comp InsuranceNYSIF$2,628
Short Term Disability & NYPFLFirst UNUM$2,787
Long Term DisabilitySunlife$6,409
Self Insured Dental DrawsExcellus Providers$18,778
Dental & Vision BenefitsAmericas Family & Welfare Fund$4,720
Out of Area Health Stipend - RetireesOpt Out$12,600
Employee Assistance ProgramESI$248
HRA BenefitsProflex Administrators LLC$6,754
Rochester Retiree Health InsuranceExcellus$41,939
Active Employee Health InsuranceExcellus$278,194
Buffalo Retiree Health InsuranceBCBS of WNY$34,440
Dental BenefitsService Employees Benefit Fund$484
Dental FeesExcellus$2,406
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 044-423


Question 10: Rochester Joint Board Realty Corporation - 750 East Avenue, Rochester, NY 14607, a corporation whose sole member is the Rochester Regional Joint Board (RRJB), which exists only to hold title to real estate on behalf of the RRJB. The transactions are included on this LM-2 report. Rochester Regional Joint Board Fund For The Future (Trust) (ID#22-3462684) - 750 East Avenue, Rochester, NY 14607, the Trust as approved by the IRS was created, organized, and funded by the RRJB for the purpose of carrying out certain functions of RRJB, including among other purposes organizing and promotional campaigns, and charitable activities. Retirement Plans covering employees of the labor organization, Rochester Regional Joint Board Retirement Plan (ID#16-0330070, Plan #1) - 750 East Avenue, Rochester, NY 14607, the Plan provided retirement benefits for qualified members of the retail clothing industry represented by the Rochester Joint Board - ACTWU. Sidney Hillman Health Center of Rochester (ID#16-0864443, Plan #501) - 750 East Avenue, Rochester, NY 14607, the Center provides ambulatory diagnostic care to qualified members of the RRJB.

Question 11(a):

Question 11(a): : : Rochester Joint Board Political Education Committee (ID#C00011239) 750 East Avenue, Rochester, NY 14607 - The fund is a political education committee. Reports are filed with the Federal Election Commission. Rochester Regional Joint Board State PAC (ID#A17910) 750 East Avenue, Rochester, NY 14607 - The fund is a political action committee. Reports are filed with the NYS Board of Elections.

Question 12: During the 2020 reporting period, the Rochester Regional Joint Board was undergoing its annual independent financial statement audit for the 2019 calendar year. The audit was conducted by Bonadio & Co., LLP, a regional accounting firm located in Pittsford, NY.

Question 18: Workers United SEIU Constitution Changes Article IV, Section 1 Article VI, Section 1 Article XIII Section 5(a) Article XV, Section 6(c) Please note: A copy of the Constitution was filed by the Service Employees International Union LM File #000-137.

Statement A,

Cash Begin Total: Correction on figure to tie out to bank cash balances. Audit took place after LM-2 due date.

Schedule 13, Row1:

Schedule 13, Row1::This number represents a total of dues paying members throughout the calendar year with voting rights. This total fluctuates throughout the year, as seasonal members and closings can dramatically shift the total in either direction.

Schedule 13, Row1:

Schedule 13, Row1::

Schedule 8, Row1:

Schedule 8, Row1:::

Schedule 8, Row2:

Schedule 8, Row2:::

Schedule 9, Row1:

Schedule 9, Row1::During 2020, the international union, Workers United, paid $20,000 down on behalf of RRJB to SEIU. RRJB has repaid Workers United the $20,000 prior to 12/31/2020.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)