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
514-329
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
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 31, 2022
Telephone
Number:
215-893-3711
Date:
Mar 30, 2022
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?
$350,000
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?
No
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?
5,682
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
20.90
25.15
(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
$518,238
$566,510
23. Accounts Receivable
1
$146,711
$149,964
24. Loans Receivable
2
$0
25. U.S. Treasury
Securities
$0
$0
26. Investments
5
27. Fixed Assets
6
$12,420
$18,691
28. Other Assets
7
$29,377
$53,378
29.
TOTAL ASSETS
$706,746
$788,543
LIABILITIES
LIABILITIES
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable
8
$47,987
$59,516
31. Loans Payable
9
32. Mortgages Payable
$0
$0
33. Other Liabilities
10
$220,452
$400,442
34. TOTAL
LIABILITIES
$268,439
$459,958
35. NET
ASSETS
$438,307
$328,585
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
$1,806,951
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
44. Loans Obtained
9
45. Repayments of Loans
Made
2
46. On Behalf of
Affiliates for Transmittal to Them
$161,472
47. From Members for
Disbursement on Their Behalf
$0
48. Other Receipts
14
$307,314
49. TOTAL RECEIPTS
$2,275,737
CASH DISBURSEMENTS
SCH
AMOUNT
50.
Representational Activities
15
$937,454
51.
Political Activities and Lobbying
16
$145,259
52.
Contributions, Gifts, and Grants
17
$9,555
53. General
Overhead
18
$570,946
54. Union
Administration
19
$286,046
55. Benefits
20
$181,983
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
$9,967
61. Loans
Made
2
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
$86,255
66. Subtotal
$2,227,465
67.
Withholding Taxes and Payroll Deductions
67a. Total
Withheld
$284,103
67b. Less Total
Disbursed
$284,103
67c.
Total Withheld But Not Disbursed
68.
TOTAL DISBURSEMENTS
$2,227,465
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
$149,964
$0
$0
$0
Totals from all other
accounts receivable
$0
Totals
(Total of Column (B) will be automatically entered in Item
23, Column(B))
$149,964
$0
$0
$0
Local 2186
$27,640
Local 1723
$6,338
Local 1739
$38,464
Local 2187
$59,113
Local 54
$3,119
Local 590
$2,917
Local 752
$1,659
Local 810
$10,714
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
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
(The
total from Net Sales Line will be automatically entered
in Item 43)
Net Sales
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
$9,967
$9,967
$9,967
Computer Equipment Dell Latitude 5500 BTX
$1,212
$1,212
$1,212
Computer Equipment Dell Latitude 3510 BTX
$1,005
$1,005
$1,005
Computer Equipment Dell Power Edge R440 Server
$5,997
$5,997
$5,997
Computer Equipment 2 Desktop Monitors
$423
$423
$423
Computer Equipment Dell Latitude 3420 BTX
$1,073
$1,073
$1,073
Office Equipment Office Chair
$257
$257
$257
Less Reinvestments
$0
(The
total from Net Purchases Line will be automatically
entered in Item 60.)
Net Purchases
$9,967
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
$382,729
$364,038
$18,691
$58,000
E.
Other Fixed Assets
F. Totals of Lines A through E
(Column(D) Total will be automatically entered in Item
27, Column(B))
$382,729
$364,038
$18,691
$58,000
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))
$53,378
Due from Affiliated Labor Organizations
$38,105
Prepaid Expenses
$15,273
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
$59,516
$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))
$59,516
$0
$0
$0
Dell Marketing L.P.
$1,323
$0
$0
$0
Iron Mountain
$131
$0
$0
$0
Robert C. Gifford Arbitration Fees
$3,500
$0
$0
$0
Verizon
$171
$0
$0
$0
Office Depot
$21
$0
$0
$0
Willig, Williams & Davidson Legal Fees
$22,100
$0
$0
$0
American Express
$1,392
$0
$0
$0
ATT Mobility
$365
$0
$0
$0
Shock IT Support
$1,466
$0
$0
$0
DC 47 Health & Welfare Building Corp
$1,443
$0
$0
$0
Strehlow & Associates
$702
$0
$0
$0
Benefits Consultant Group
$1,388
$0
$0
$0
Sklar Carmosin & Co
$6,339
$0
$0
$0
DC 47 Health & Welfare
$19,175
$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))
$400,442
Accrued payroll and vacation
$86,743
Money held in trust for Affiliates
$313,699
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
$157,791
$0
$3,360
$0
$161,151
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
$18,000
$0
$0
$0
$18,000
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
$106,548
$0
$4,025
$0
$110,573
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
David
,
Mora
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
$293,739
$0
$7,385
$0
$301,124
Less Deductions
$88,939
Net
Disbursements
$212,185
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
$53,653
$0
$0
$0
$53,653
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
$54,522
$0
$0
$0
$54,522
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
$26,589
$0
$0
$0
$26,589
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
Assistant to the Presiden None
$78,179
$0
$0
$0
$78,179
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
$71,284
$0
$0
$0
$71,284
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
$42,385
$0
$0
$0
$42,385
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
$115,069
$0
$3,120
$0
$118,189
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
$51,295
$0
$0
$0
$51,295
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
Llewellyn
,
Ivan
S clerical None
$12,748
$0
$0
$0
$12,748
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
Kauffman
,
Alexander
B Organizer None
$38,934
$0
$0
$0
$38,934
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
Shaw
,
Sarah
Organizer None
$52,461
$0
$0
$0
$52,461
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
Mora
,
Stephen
Communications Director None
$87,604
$0
$0
$0
$87,604
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
%
TOTALS RECEIVED
BY EMPLOYEES MAKING $10,000 OR LESS
$35,427
$0
$0
$0
$35,427
I
Schedule 15
Representational Activities
88
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
12
%
Total
Employee Disbursements
$720,150
$0
$3,120
$0
$723,270
Less
Deductions
$195,164
Net Disbursements
$528,106
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)
5,682
Agency Fee Payers*
195
Total Members/Fee Payers
5,877
*Agency Fee Payers are
not considered members of the labor organization.
Full time members
5,626
Yes
Part time members
56
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
$278,235
2. Named Payer
Non-itemized Receipts
$29,079
3. All Other Receipts
$0
4. Total
Receipts
$307,314
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
$9,555
6. Total
Disbursements
$9,555
SCHEDULE 15 REPRESENTATIONAL
ACTIVITIES
1. Named Payee
Itemized Disbursements
$260,266
2. Named Payee
Non-itemized Disbursements
$40,680
3. To Officers
$156,093
4. To Employees
$452,763
5. All Other
Disbursements
$27,652
6. Total
Disbursements
$937,454
SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee
Itemized Disbursements
$228,670
2. Named Payee
Non-itemized Disbursements
$136,532
3. To Officers
$8,058
4. To Employees
$185,362
5. All Other
Disbursements
$12,324
6. Total
Disbursements
$570,946
SCHEDULE 16 POLITICAL
ACTIVITIES AND LOBBYING
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$16,200
4. To Employees
$46,166
5. All Other
Disbursements
$82,893
6. Total
Disbursements
$145,259
SCHEDULE 19 UNION
ADMINISTRATION
1. Named Payee
Itemized Disbursements
$103,449
2. Named Payee
Non-itemized Disbursements
$18,772
3. To Officers
$120,774
4. To Employees
$38,980
5. All Other
Disbursements
$4,071
6. Total
Disbursements
$286,046
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
$174,050
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$174,050
Grant for organizing
04/28/2021
$63,400
State and local political grant
05/18/2021
$14,130
State and local political grant
09/30/2021
$14,820
Grant for organizing
10/14/2021
$31,700
Grant for organizing
12/23/2021
$50,000
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
$5,579
Total
Non-Itemized Transactions with this Payee/Payer
$16,645
Total of All Transactions with this
Payee/Payer for This Schedule
$22,224
Management Fees
10/29/2021
$5,579
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
$98,606
Total
Non-Itemized Transactions with this Payee/Payer
$12,434
Total of All Transactions with this
Payee/Payer for This Schedule
$111,040
Management Fees
01/04/2021
$9,436
Management Fees
04/01/2021
$20,049
Management Fees
04/01/2021
$9,436
Management Fees
07/01/2021
$20,049
Management Fees
07/01/2021
$9,436
Management Fees
10/22/2021
$20,530
Management Fees
10/22/2021
$9,670
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
$16,613
Total
Non-Itemized Transactions with this Payee/Payer
$12,825
Total of All Transactions with this
Payee/Payer for This Schedule
$29,438
Contract Negotiation
10/12/2021
$5,000
Contract Negotiation
11/19/2021
$11,613
Name and Address
(A)
David Reilly, Esquire
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
$5,400
Total
Non-Itemized Transactions with this Payee/Payer
$1,800
Total of All Transactions with this
Payee/Payer for This Schedule
$7,200
Arbitration Fees
04/23/2021
$5,400
Name and Address
(A)
Jared N. Kashner, Esquire
923 Sulgrave Lane Bryn Mawr PA 19010
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
$5,088
Total of All Transactions with this
Payee/Payer for This Schedule
$5,088
Name and Address
(A)
Lawrence S. Coburn
115 St Paul's Rd Ardmore PA 19003
Type or Classification
(B)
Arbitration
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$8,000
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$8,000
Arbitration Fees
01/06/2021
$8,000
Name and Address
(A)
Randi E. Lowitt
2 Saddle Hill Rd Far Hills NJ 07931
Type or Classification
(B)
Arbitration
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,000
Total
Non-Itemized Transactions with this Payee/Payer
$6,000
Total of All Transactions with this
Payee/Payer for This Schedule
$11,000
Arbitration Fees
03/15/2021
$5,000
Name and Address
(A)
Thomas Leonard
315 Edward Street Harrisburg PA 17110
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
$7,800
Total of All Transactions with this
Payee/Payer for This Schedule
$7,800
Name and Address
(A)
Walt De Treux 11567
Philadelphia PA 19116
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
$6,750
Total of All Transactions with this
Payee/Payer for This Schedule
$6,750
Name and Address
(A)
Willig, Williams and Davidson
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
$225,253
Total
Non-Itemized Transactions with this Payee/Payer
$417
Total of All Transactions with this
Payee/Payer for This Schedule
$225,670
Legal Fees
01/15/2021
$14,919
Legal Fees
02/12/2021
$11,838
Legal Fees
03/08/2021
$19,761
Legal Fees
04/09/2021
$18,897
Legal Fees
05/28/2021
$18,156
Legal Fees
07/06/2021
$21,726
Legal Fees
07/09/2021
$18,598
Legal Fees
08/13/2021
$19,785
Legal Fees
10/22/2021
$33,095
Legal Fees
12/03/2021
$48,478
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 Philadelphia PA 19103
Type or Classification
(B)
Rent and Utilities
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$184,570
Total
Non-Itemized Transactions with this Payee/Payer
$20,120
Total of All Transactions with this
Payee/Payer for This Schedule
$204,690
Rent and utilities
01/11/2021
$15,381
Rent and utilities
02/05/2021
$15,381
Rent and utilities
03/05/2021
$15,381
Rent and utilities
04/01/2021
$15,381
Rent and utilities
05/07/2021
$15,381
Rent and utilities
06/10/2021
$15,381
Rent and utilities
07/06/2021
$15,381
Rent and utilities
08/06/2021
$15,381
Rent and utilities
09/03/2021
$15,381
Rent and utilities
10/01/2021
$15,381
Rent and utilities
11/12/2021
$15,380
Rent and utiliites
12/03/2021
$15,380
Name and Address
(A)
Canon Financial Services, Inc
14904 Collections Center Dr Chicago IL 60693
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
$5,748
Total of All Transactions with this
Payee/Payer for This Schedule
$5,748
Name and Address
(A)
Health and Welfare
1606 Walnut Street Philadelphia PA
Type or Classification
(B)
Telephone
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$9,824
Total of All Transactions with this
Payee/Payer for This Schedule
$9,824
Name and Address
(A)
Health and Welfare
1606 Walnut Street Philadelphia PA 19103
Type or Classification
(B)
Equipment lease
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$24,233
Total of All Transactions with this
Payee/Payer for This Schedule
$24,233
Name and Address
(A)
Health and Welfare
1606 Walnut Street Philadelphia PA 19103
Type or Classification
(B)
Postage
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$21,051
Total of All Transactions with this
Payee/Payer for This Schedule
$21,051
Name and Address
(A)
Health and Welfare
1606 Walnut Street Philadelphia PA 19103
Type or Classification
(B)
IT
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$10,368
Total
Non-Itemized Transactions with this Payee/Payer
$7,240
Total of All Transactions with this
Payee/Payer for This Schedule
$17,608
Software License
02/05/2021
$10,368
Name and Address
(A)
Health and Welfare
1606 Walnut Street Philadelphia PA 19103
Type or Classification
(B)
Insurance premiums
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$12,882
Total
Non-Itemized Transactions with this Payee/Payer
$509
Total of All Transactions with this
Payee/Payer for This Schedule
$13,391
Insurance Premiums
07/30/2021
$12,882
Name and Address
(A)
Health and Welfare
1606 Walnut Street 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
$13,399
Total of All Transactions with this
Payee/Payer for This Schedule
$13,399
Name and Address
(A)
Randstad 7247-6655
Philadelphia PA 19170
Type or Classification
(B)
Contract Labor
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$6,146
Total
Non-Itemized Transactions with this Payee/Payer
$20,264
Total of All Transactions with this
Payee/Payer for This Schedule
$26,410
Contract labor
11/12/2021
$6,146
Name and Address
(A)
Shock I.T.
1414 Radcliffe St - Ste 301 Bristol PA 19007
Type or Classification
(B)
IT
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,243
Total
Non-Itemized Transactions with this Payee/Payer
$10,214
Total of All Transactions with this
Payee/Payer for This Schedule
$15,457
IT Services
10/07/2021
$5,243
Name and Address
(A)
Union Insurance Group
303 W Erie St - Ste 310 Chicago IL 60654
Type or Classification
(B)
Insurance premiums
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$9,461
Total
Non-Itemized Transactions with this Payee/Payer
$3,930
Total of All Transactions with this
Payee/Payer for This Schedule
$13,391
Insurance Premiums
07/16/2021
$9,461
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 Ct Reading PA 19606-3054
Type or Classification
(B)
Auditing Fees
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$18,500
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$18,500
Audit Fees
04/09/2021
$10,000
Audit Fees
04/16/2021
$8,500
Name and Address
(A)
Ampersand Strategies, LLC
121 S Broad St - 4th Floor Philadelphia PA 19107
Type or Classification
(B)
Public Relations
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$8,833
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$8,833
Newsletter
07/09/2021
$8,833
Name and Address
(A)
DCW
Avenida de la Carlta Laguna Hills CA 92653
Type or Classification
(B)
Public Relations
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,196
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$5,196
Advertising
04/16/2021
$5,196
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
$14,543
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$14,543
Management Fees
04/01/2021
$14,543
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
$56,377
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$56,377
Management Fees
04/01/2021
$18,335
Management Fees
07/06/2021
$18,867
Management Fees
10/29/2021
$19,175
Name and Address
(A)
Sklar Camosin & Company
801 Old York Rd Jenkintwon PA 19046
Type or Classification
(B)
Accounting Fees
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$18,772
Total of All Transactions with this
Payee/Payer for This Schedule
$18,772
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.)
$181,983
Pension
AFSCME DC 47 401K Plan
$67,981
Health Insurance
AFSCME DC 47 Health and Welfare Plan
$108,480
Life Insurance
Principal Life Insurance
$3,767
Prepaid Legal Services
AFSCME DC 47 Legal Services Fund
$1,755
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL
INFORMATION SUMMARY
FILE NUMBER:
514-329
Question 10: 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): The DC 47 People Committee files periodic filings with the Federal Election Commission.
Question 12: Alan Ross & Company, PC
Certified Public Accountants
10 Hearthstone Court
Reading, PA 19606
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 1, Row7:
Schedule 1, Row7:
Schedule 1, Row8:
Schedule 1, Row8:
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 8, Row8:
Schedule 8, Row8:
Schedule 8, Row9:
Schedule 8, Row9:
Schedule 8, Row10:
Schedule 8, Row10:
Schedule 8, Row11:
Schedule 8, Row11:
Schedule 8, Row12:
Schedule 8, Row12:
Schedule 8, Row13:
Schedule 8, Row13:
Schedule 8, Row14:
Schedule 8, Row14:
Schedule 13, Row1:
Schedule 13, Row1:Full time members pay dues and have the right to vote.
Schedule 13, Row1:
Schedule 13, Row1:
Schedule 13, Row2:
Schedule 13, Row2:Part time members pay dues and have the right to vote.