044-423 (LM2) 12/31/2021

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: 01-31-2025

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
From	01/01/2021
Through	12/31/2021

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 Jr

PRESIDENT

71. SIGNED:

Keith Pendleton

TREASURER

Date:

Mar 29, 2022

Telephone Number:

585-473-3280

Date:

Mar 29, 2022

Telephone 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?

4,094

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	5.42/10.84	per	week	5.42	10.84
(b) Working Dues/Fees	N/A	per	N/A	N/A	N/A
(c) Initiation Fees	20.00	per	entry	20.00	20.00
(d) Transfer Fees	N/A	per	N/A	N/A	N/A
(e) Work Permits	N/A	per	N/A	N/A	N/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		$359,156	$145,836
23. Accounts Receivable	1	$169,283	$162,767
24. Loans Receivable	2	$0	$0
25. U.S. Treasury Securities		$0	$0
26. Investments	5	$9,561,864	$11,514,745
27. Fixed Assets	6	$60,578	$63,429
28. Other Assets	7	$136,922	$181,977
29. TOTAL ASSETS		$10,287,803	$12,068,754

LIABILITIES

LIABILITIES	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
30. Accounts Payable	8	$250,182	$219,023
31. Loans Payable	9	$644,609	$1,017,559
32. Mortgages Payable		$0	$0
33. Other Liabilities	10	$275,585	$118,832
34. TOTAL LIABILITIES		$1,170,376	$1,355,414

35. NET ASSETS

$9,117,427

$10,713,340

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

STATEMENT B - RECEIPTS AND DISBURSEMENTS

FILE NUMBER: 044-423

CASH RECEIPTS	SCH	AMOUNT
36. Dues and Agency Fees		$1,319,156
37. Per Capita Tax		$0
38. Fees, Fines, Assessments, Work Permits		$0
39. Sale of Supplies		$0
40. Interest		$1
41. Dividends		$163,521
42. Rents		$0
43. Sale of Investments and Fixed Assets	3	$0
44. Loans Obtained	9	$315,240
45. Repayments of Loans Made	2	$0
46. On Behalf of Affiliates for Transmittal to Them		$68
47. From Members for Disbursement on Their Behalf		$22,252
48. Other Receipts	14	$1,302,938
49. TOTAL RECEIPTS		$3,123,176

CASH DISBURSEMENTS		SCH	AMOUNT
50. Representational Activities		15	$1,040,695
51. Political Activities and Lobbying		16	$139,675
52. Contributions, Gifts, and Grants		17	$52,077
53. General Overhead		18	$600,364
54. Union Administration		19	$181,098
55. Benefits		20	$668,353
56. Per Capita Tax			$377,386
57. Strike Benefits			$0
58. Fees, Fines, Assessments, etc.			$0
59. Supplies for Resale			$0
60. Purchase of Investments and Fixed Assets		4	$15,718
61. Loans Made		2	$0
62. Repayment of Loans Obtained		9	$93,500
63. To Affiliates of Funds Collected on Their Behalf			$0
64. On Behalf of Individual Members			$22,252
65. Direct Taxes			$152,335

66. Subtotal			$3,343,453
67. Withholding Taxes and Payroll Deductions
67a. Total Withheld	$326,656
67b. Less Total Disbursed	$319,699
67c. Total Withheld But Not Disbursed			$6,957
68. TOTAL DISBURSEMENTS			$3,336,496

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	$162,767
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B))	$162,767	$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

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: 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	$495,517	$737,579	$737,579	$242,062
Stocks & Bonds	$495,517	$737,579	$737,579	$242,062

				Less Reinvestments	$242,062
(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	$816,244	$816,244	$816,244
Parking Lot Bollards & Sidewalk Repair	$4,060	$4,060	$4,060
Canon Cinema Camera	$5,980	$5,980	$5,980
Elevator Repair & Replacement	$2,928	$2,928	$2,928
Elevator Repair & Replacement	$2,750	$2,750	$2,750
Stocks & Bonds	$800,526	$800,526	$800,526

		Less Reinvestments	$800,526
(The total from Net Purchases Line will be automatically entered in Item 60.)		Net Purchases	$15,718

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	$11,514,745
B. Total Book Value	$11,514,745
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.

Amalgamated Bank (AMAL)

$8,664,329

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))

$11,514,745

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)

C. Automobiles and Other Vehicles

D. Office Furniture and Equipment

$260,730

$250,636

$10,094

E. Other Fixed Assets

$770,914

$717,579

$53,335

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

$1,031,644

$968,215

$63,429

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))	$181,977
Prepaid Property Taxes - City of Rochester	$25,096
Local Funds (Asset Portion)	$95,457
Security Deposits Held	$7,856
Other Prepaids	$17,065
Accrued Investment Income	$2,892
Insurance Prepaids from AP reclass	$33,611

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	$65,748	$4,436	$56,852	$0
Total from all other accounts payable	$153,275	$0	$0	$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D))	$219,023	$4,436	$56,852	$0
RRJB State PAC	$65,748	$4,436	$56,852	$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	$795,819	$315,240	$93,500	$0	$1,017,559
Totals will be automatically entered in...	Item 31 Column (C)	Item 44	Item 62	Item 69 with Explanation	Item 31 Column (D)
Per Capita - SEIU Loan	$644,609	$0	$71,000	$0	$573,609
Workers United	$151,210	$0	$22,500	$0	$128,710
SBA - PPP Loan	$0	$315,240	$0	$0	$315,240

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))	$118,832
Locals Fund (Liab)	$95,457
Accrued Payroll & Taxes	$22,641
Accrued Employer Match (401k)	$734

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

(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

$1,384

$3,300

$4,684

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
P

$122

$1,784

$1,906

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

$210

$3,536

$3,746

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

$5,600

$4,153

$153,030

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	$144,993	$14,220	$4,153	$0	$163,366
Less Deductions					$66,156
Net Disbursements					$97,210

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

SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES

FILE NUMBER: 044-423

(A)
Name

(B)
Title

(D)
Gross Salary
Disbursements
(before any
deductions)

(E)
Allowances Disbursed

(F)
Disbursements for Official Business

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

(H)
TOTAL

A
B
C

Conway , Joseph
Comptroller
None

$103,111

$1,883

$104,994

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

Delvecchio , Andrea
Office Admin - Albany
None

$31,046

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

Loos , Teresa
Office Admin - Buffalo
None

$25,971

$658

$26,629

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

Roemer , Courtney
Bookkeeper
None

$44,980

$564

$778

$46,322

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

Vitello , Robert
Business Agent - Buffalo
None

$74,227

$5,600

$12,715

$92,542

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

Young , Erin
Business Agent - Rocheste
None

$82,782

$5,676

$12,939

$101,397

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

Vick , Emily
Business Agent - Albany
None

$80,574

$5,600

$7,789

$93,963

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

Patterson , Vanessa
Business Agent - Albany
None

$82,110

$5,600

$8,306

$250

$96,266

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

Johnson , Cory
Organizer
None

$13,875

$6,480

$150

$20,505

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

Mulvaney , Kristopher
Business Agent - Buffalo
None

$54,437

$5,600

$2,165

$62,202

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

Brisack , Jaz
Organizer
None

$59,900

$5,600

$3,384

$68,884

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

Shelton , Monika
Secretary
None

$43,910

$52

$43,962

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

Clark , Ross
Business Agent - Rocheste
None

$92,108

$5,600

$270

$97,978

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

$16,978

$4,600

$2,107

$23,685

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 %

Total Employee Disbursements	$806,009	$50,920	$53,196	$250	$910,375
Less Deductions					$260,102
Net Disbursements					$650,273

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)	4,094
Agency Fee Payers*
Total Members/Fee Payers	4,094
*Agency Fee Payers are not considered members of the labor organization.
General Membership	4,094	Yes

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	$1,234,467
2. Named Payer Non-itemized Receipts	$60,787
3. All Other Receipts	$7,684
4. Total Receipts	$1,302,938

SCHEDULE 17 CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements	$0
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$7,652
4. To Employees	$35,975
5. All Other Disbursements	$8,450
6. Total Disbursements	$52,077

SCHEDULE 15 REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements	$199,125
2. Named Payee Non-itemized Disbursements	$81,228
3. To Officers	$111,255
4. To Employees	$592,658
5. All Other Disbursements	$56,429
6. Total Disbursements	$1,040,695

SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee Itemized Disbursements	$85,607
2. Named Payee Non-itemized Disbursements	$255,926
3. To Officers	$9,719
4. To Employees	$82,513
5. All Other Disbursements	$166,599
6. Total Disbursements	$600,364

SCHEDULE 16 POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements	$56,910
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$22,955
4. To Employees	$59,810
5. All Other Disbursements
6. Total Disbursements	$139,675

SCHEDULE 19 UNION ADMINISTRATION
1. Named Payee Itemized Disbursements	$0
2. Named Payee Non-itemized Disbursements	$16,107
3. To Officers	$11,786
4. To Employees	$139,417
5. All Other Disbursements	$13,788
6. Total Disbursements	$181,098

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

SCHEDULE 14 - OTHER RECEIPTS

FILE NUMBER: 044-423

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		$559,675
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$559,675
Building Expense Reimbursement	01/04/2021	$46,640
Building Expense Reimbursement	02/16/2021	$46,640
Building Expense Reimbursement	03/16/2021	$46,640
Building Expense Reimbursement	04/09/2021	$46,640
Building Expense Reimbursement	05/11/2021	$46,640
Building Expense Reimbursement	06/07/2021	$46,640
Building Expense Reimbursement	07/09/2021	$46,640
Building Expense Reimbursement	08/19/2021	$46,640
Building Expense Reimbursement	09/13/2021	$46,640
Building Expense Reimbursement	10/15/2021	$46,640
Building Expense Reimbursement	11/11/2021	$46,640
Building Expense Reimbursement	12/09/2021	$46,635

Name and Address
(A)

Service Employees International Union

1800 Massachusetts Ave NW
Washington
DC
20036

Type or Classification
(B)

Organizing Subsidies & Rebates

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$466,012
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$466,012
January & February 2021 Organizing Subsidy	02/22/2021	$29,167
March 2021 Organizing Subsidy	03/05/2021	$14,583
April 2021 Organizing Subsidy	04/02/2021	$14,583
May 2021 Organizing Subsidy	05/07/2021	$14,583
June 2021 Organizing Subsidy	06/04/2021	$14,583
July 2021 Organizing Subsidy	07/02/2021	$14,583
August 2021 Organizing Subsidy	08/06/2021	$14,583
September 2021 Organizing Subsidy	09/03/2021	$14,583
October 2021 Organizing Subsidy	10/08/2021	$14,583
November 2021 Organizing Subsidy	11/05/2021	$14,583
December 2021 Organizing Subsidy	12/03/2021	$14,586
Rebate for December 2020	04/09/2021	$17,750
Rebate for April-June 2020	05/28/2021	$63,021
Rebate for Jan-Feb 2021	07/02/2021	$36,916
Rebate for March-April 2021	07/29/2021	$44,829
Rebate for May & June 2021	08/20/2021	$46,201
Rebate for July 2021	09/17/2021	$23,052
Rebate for August 2021	10/29/2021	$16,526
Rebate for September & October 2021	12/03/2021	$42,717

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		$208,780
Total Non-Itemized Transactions with this Payee/Payer		$60,787
Total of All Transactions with this Payee/Payer for This Schedule		$269,567
Financial Admin Fee - Feb 2021	02/12/2021	$11,024
Financial Admin Fee - March 2021	03/15/2021	$11,024
Financial Admin Fee - April 2021	04/08/2021	$11,024
Financial Admin Fee - May 2021	05/10/2021	$11,024
Financial Admin Fee - June 2021	06/04/2021	$11,024
Financial Admin Fee - July 2021	07/08/2021	$11,024
Financial Admin Fee - Aug 2021	08/18/2021	$11,024
Financial Admin Fee - Sept 2021	09/10/2021	$11,024
Financial Admin Fee - Oct 2021	10/14/2021	$11,024
Financial Admin Fee - Nov 2021	11/10/2021	$11,024
Financial Admin Fee - Dec 2021	12/08/2021	$11,024
SHHC Reimbursement of SHHC costs	02/25/2021	$13,503
Cleaning Reimbursement - SHHC Portion	03/26/2021	$7,663
Cleaning Reimbursement - SHHC Portion	06/23/2021	$7,663
SHHC Reimbursement of SHHC costs	08/03/2021	$6,790
Elevator Costs - SHHC Portion	08/30/2021	$10,578
Elevator Costs - SHHC Portion	08/30/2021	$18,655
Cleaning Reimbursement - SHHC Portion	09/30/2021	$7,663
Plowing Reimbursement - SHHC Portion	11/22/2021	$7,338
Cleaning Reimbursement - SHHC Portion	12/16/2021	$7,663

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		$8,600
Total Non-Itemized Transactions with this Payee/Payer		$8,000
Total of All Transactions with this Payee/Payer for This Schedule		$16,600
Audit & Accounting Fees	05/27/2021	$8,600

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		$166,749
Total Non-Itemized Transactions with this Payee/Payer		$7,221
Total of All Transactions with this Payee/Payer for This Schedule		$173,970
Legal Services	02/05/2021	$6,943
Legal Services	03/19/2021	$10,373
Legal Services	04/01/2021	$7,853
Legal Services	05/14/2021	$7,695
Legal Services	05/27/2021	$10,530
Legal Services	06/11/2021	$8,910
Legal Services	10/01/2021	$11,475
Legal Services	10/15/2021	$10,199
Legal Services	10/25/2021	$28,748
Legal Services	12/15/2021	$24,001
Legal Services	12/22/2021	$7,695
Legal Services	12/28/2021	$32,327

Name and Address
(A)

Richard Bensinger

4220 Campbell Ave, Apt. 507
Arlington
VA
22206

Type or Classification
(B)

Consulting Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$17,499
Total Non-Itemized Transactions with this Payee/Payer		$52,123
Total of All Transactions with this Payee/Payer for This Schedule		$69,622
Consulting Services	10/01/2021	$5,833
Consulting Services	10/29/2021	$5,833
Consulting Services	12/01/2021	$5,833

Name and Address
(A)

Trysail Strategies

192 Burrloughs Drive
Amherst
NY
14226

Type or Classification
(B)

Public Relations Company

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,277
Total Non-Itemized Transactions with this Payee/Payer		$1,350
Total of All Transactions with this Payee/Payer for This Schedule		$7,627
Public Relations Organizing	10/13/2021	$6,277

Name and Address
(A)

Virginia Rae Diamond
4220 Campbell Ave, Unit 507

Arlington
VA
22206

Type or Classification
(B)

Consulting Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,000
Total of All Transactions with this Payee/Payer for This Schedule		$6,000

Name and Address
(A)

WorkX Printing Cooperative

41 Jackson Street
Worcester
MA
01608

Type or Classification
(B)

Printing Company

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,534
Total of All Transactions with this Payee/Payer for This Schedule		$6,534

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		$56,910
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$56,910
PAC Contributions	06/01/2021	$25,334
PAC Contributions	08/20/2021	$31,576

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		$25,400
Total of All Transactions with this Payee/Payer for This Schedule		$25,400

Name and Address
(A)

Access Lifts & Ramps

1523 Mt. Read Blvd
Rochester
NY
14606

Type or Classification
(B)

Elevator Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,578
Total Non-Itemized Transactions with this Payee/Payer		$1,537
Total of All Transactions with this Payee/Payer for This Schedule		$12,115
Elevator Replacement & Repair	07/30/2021	$10,578

Name and Address
(A)

Best Western Inn on the Ave

510 Delaware Avenue
Buffalo
NY
14202

Type or Classification
(B)

Lodging

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,519
Total of All Transactions with this Payee/Payer for This Schedule		$5,519

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		$8,368
Total of All Transactions with this Payee/Payer for This Schedule		$8,368

Name and Address
(A)

Frontier c/o Mitel
53230

Phoenix
AZ
85072

Type or Classification
(B)

Phone Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$8,258
Total of All Transactions with this Payee/Payer for This Schedule		$8,258

Name and Address
(A)

Lawley-Andolina-Verdi, LLC

441 East Avenue
Rochester
NY
14607

Type or Classification
(B)

Insurance Broker

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,983
Total of All Transactions with this Payee/Payer for This Schedule		$6,983

Name and Address
(A)

Marathon Power, LLC
62-01 34th Avenue51024

Newark
NJ
07101

Type or Classification
(B)

Utility Supplier

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$30,752
Total of All Transactions with this Payee/Payer for This Schedule		$30,752

Name and Address
(A)

Pat Fiore
Town Plaza Business Park
97 Broad Street
Waterford
NY
12188

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		$29,408
Total of All Transactions with this Payee/Payer for This Schedule		$29,408

Name and Address
(A)

Postler and Jaeckle HVAC Services
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		$169
Total of All Transactions with this Payee/Payer for This Schedule		$29,869
Contract Services	03/05/2021	$7,425
Contract Services	06/11/2021	$7,425
Contract Services	09/03/2021	$7,425
Contract Services	12/10/2021	$7,425

Name and Address
(A)

RG&E
847813

Boston
MA
02284

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		$30,741
Total of All Transactions with this Payee/Payer for This Schedule		$30,741

Name and Address
(A)

Schindler Elevator Corporation
395 Summit Point, Ste 93050

Chicago
IL
60673

Type or Classification
(B)

Elevator Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$16,405
Total Non-Itemized Transactions with this Payee/Payer		$11,638
Total of All Transactions with this Payee/Payer for This Schedule		$28,043
Elevator Replacement & Repair	03/01/2021	$9,330
Elevator Replacement & Repair	08/12/2021	$7,075

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		$23,259
Total Non-Itemized Transactions with this Payee/Payer		$762
Total of All Transactions with this Payee/Payer for This Schedule		$24,021
Commercial Insurance	01/27/2021	$23,259

Name and Address
(A)

Sidney Hillman Non-Profit Health & Welfare Trust C
750 East Avenue

Rochester
NY
14607

Type or Classification
(B)

Computer Admin Fees

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$35,909
Total of All Transactions with this Payee/Payer for This Schedule		$35,909

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		$8,532
Total of All Transactions with this Payee/Payer for This Schedule		$8,532

Name and Address
(A)

Tri-Main Development, LLC
2495 Main Street

Buffalo
NY
14214

Type or Classification
(B)

Landlord - Buffalo Office

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,665
Total Non-Itemized Transactions with this Payee/Payer		$8,437
Total of All Transactions with this Payee/Payer for This Schedule		$14,102
Rent & Security Deposit	08/23/2021	$5,665

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)

Cell Phones

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$7,873
Total of All Transactions with this Payee/Payer for This Schedule		$7,873

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

SCHEDULE 19 - UNION ADMINISTRATION

FILE NUMBER: 044-423

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		$16,107
Total of All Transactions with this Payee/Payer for This Schedule		$16,107

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.)		$668,353
Retirement Plan Contributions - DB	Consolidated Retirement Fund	$144,600
Retirement Plan Contributions - DC	Principal Financial Group	$35,654
Health Center Benefits	Sidney Hillman Health Center	$17,301
Life Insurance Benefits	Amalgamated Life	$40,357
Life Insurance Benefits	Prudential	$630
Life Insurance Benefits	Amalgamated National Health Fund	$1,355
Workers Comp Insurance	NYSIF	$4,940
Short Term Disability & NYPFL	First UNUM	$4,941
Long Term Disability	Sunlife	$5,419
Self Insured Dental Draws	Excellus Providers	$33,257
Dental & Vision Benefits	Americas Family & Welfare Fund	$5,051
Out of Area Health Stipend - Retirees	Opt Out	$13,350
Employee Assistance Program	ESI	$233
HRA Benefits	Proflex Administrators LLC	$12,648
Life Insurance	Service Employees Benefit Fund	$494
Rochester Retiree Health Insurance	Excellus	$61,660
Active Employee Health Insurance	Excellus	$234,175
Buffalo Retiree Health Insurance	BCBS of WNY	$47,992
Dental Fees	Excellus	$4,296

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 2021 reporting period, the Rochester Regional Joint Board was undergoing its annual independent financial statement audit for the 2020 calendar year. The audit was conducted by Bonadio & Co., LLP, a regional accounting firm located in Pittsford, NY.

Question 18: Workers United LM File #544-070 will be submitting the full Constitution to the DOL.

Statement A,

Cash Begin Total: Amount represents the total register balance for 12/31/2020 after audit.

Statement A,Investments Begin Total: This figure changed due to investment adjustments during the independent audit for FY 2020.

Schedule 8, Row1:

Schedule 8, Row1:

Schedule 9,Start Value Discrepancy:For 2020, $151,210 was recorded under

Schedule 9, Row1:

Schedule 9, Row1:::

Schedule 9, Row2:

Schedule 9, Row2:::

Schedule 9, Row3:

Schedule 9, Row3:::

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::::



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