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
543-598
2. PERIOD COVERED
From01/01/2021
Through12/31/2021
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
SERVICE EMPLOYEES
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
 6. DESIGNATION NBR
221
7. UNIT NAME (if any)

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

Number and Street
4004 KEARNY MESA ROAD
City
SAN DIEGO
State
CA		 ZIP Code + 4
921113730


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:Crystal IrvingPRESIDENT71. SIGNED:Nathan WollmannVICE PRESIDENT
Date:Mar 31, 2022Telephone Number:858-810-5968Date:Mar 31, 2022Telephone Number:858-472-2342
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 543-598
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?No
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?$485,000
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?07/2024
20. How many members did the labor organization have at the end of the reporting period?6,718
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/FeesN/aperN/A2566
(b) Working Dues/FeesN/AperN/AN/aN/a
(c) Initiation FeesN/AperN/AN/aN/a
(d) Transfer FeesN/AperN/AN/AN/A
(e) Work PermitsN/AperN/AN/AN/A

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 543-598

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $459,153$567,232
23. Accounts Receivable1$0$0
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $0$0
26. Investments5$0$0
27. Fixed Assets6$175,255$162,062
28. Other Assets7$25,697$10,625
29. TOTAL ASSETS $660,105$739,919

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$0$0
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$23,227$37,103
34. TOTAL LIABILITIES $23,227$37,103
35. NET ASSETS$636,878$702,816
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 543-598

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $4,487,223
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $1
41. Dividends $0
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 $60,000
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$177,403
49. TOTAL RECEIPTS $4,724,627
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$84,402
51. Political Activities and Lobbying16$73,525
52. Contributions, Gifts, and Grants17$69,141
53. General Overhead18$1,958,773
54. Union Administration19$996,747
55. Benefits20$597,939
56. Per Capita Tax $825,761
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$10,260
61. Loans Made2$0
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $0
65. Direct Taxes $0
  
66. Subtotal $4,616,548
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$0  
  67b. Less Total Disbursed$0  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $4,616,548
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 543-598

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    
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $0$0$0$0
N/A$0$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 543-598

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)
Name: N/A
Purpose: N/A
Security: N/A
Terms of Repayment: N/A
$0$0$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 543-598

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
N/A$0$0$0$0
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 543-598

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$0$0$10,260
Hardware-2 Dell Latitude Laptops$2,721
Hardware - Dell P2419H 24" 6/7/21$2,999
Supplies-Mesh Nesting Chairs$2,980
Hardware-HP Touchscreen Laptop-Aug 2021$1,560
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$10,260
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 543-598

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.  
  • N/A
$0
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.  
  • N/A
$0
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: 543-598

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      4004 Kearny Mesa Road$48,708 $48,708$48,708
B. Buildings (give location)    
Building  1 :      4004 Kearny Mesa Road$756,282$680,529$75,752$75,752
C. Automobiles and Other Vehicles
D. Office Furniture and Equipment$166,178$127,576$37,602$37,602
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $971,168$808,105$162,062$162,062
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 543-598

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $10,625
Due to/Due From$10,625
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 543-598

Entity or Individual Name
(A) 		Total Account
Payable
(B) 		90-180 Days
Past Due
(C) 		180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable$0$0$0$0
Total from all other accounts payable$0$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $0$0$0$0
N/A$0$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 543-598

Source of Loans Payable at Any
Time During the Reporting Period
(A) 		Loans Owed at
Start of Period
(B) 		Loans Obtained
During Period
(C) 		Repayment
During Period
Cash
(D)(1) 		Repayment
During Period
Other Than Cash
(D)(2) 		Loans Owed at
End of Period
(E)
Total Loans Payable$0$0$0$0$0
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
N/A$0$0$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 543-598

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $37,103
Security Deposit$250
COPE Withholdings$23,032
PAC Withholdings$13,806
SEIU Strike Fund$15
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 543-598

(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 		Irving ,  Crystal   R
President
N		$46,216$46,216
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Garcias ,  David  
President
P		$86,094$86,094
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Willis ,  Drucilla  
Board Member
C		$2,931$2,931
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
Total Officer Disbursements$135,241$0$0$0$135,241
Less Deductions     
Net Disbursements    $135,241
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 543-598

(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 		HUYNH ,  JIMMY  
Organizer-Representative
N/A		$41,806$41,806
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Alvarez ,  Ronald  
Lost Timer
N/A		$3,897$3,897
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Booker ,  Robyn  
Lost Timer
N/A		$3,134$3,134
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Brinton ,  Shane  
Chief of Staff
N/A		$95,398$95,398
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Carter ,  Lexxus  
Organizer-Representative
N/A		$33,377$33,377
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Diaz ,  Roberto  
Organizer-Representative
N/A		$7,178$7,178
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Feria ,  Robert   H
Sr. Organizer-Rep
N/A		$4,841$4,841
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Fink ,  Christa  
Executive Office Manager
N/A		$80,616$80,616
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Francisco ,  Serena   M
Organizer-Representative
N/A		$7,522$7,522
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Graves ,  Jervon  
Organizer-Representative
N/A		$50,255$50,255
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Hanson ,  Lori   A
Lost Timer
N/A		$5,640$5,640
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Keane ,  Daniel   R
Organizer-Representative
N/A		$43,039$43,039
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Kincade ,  Kalia  
Lost Timer
N/A		$2,319$2,319
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Lafferty ,  Brian  
Organizer-Representative
N/A		$2,877$2,877
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Lagstein ,  David  
Political Director
N/A		$98,133$98,133
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Leo ,  Mark  
Deputy Director
N/A		$83,865$83,865
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Macedo ,  Timothy  
Lost Timer
N/A		$3,223$3,223
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Martinez ,  Christian  
Organizer-Representative
N/A		$49,736$49,736
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Medina ,  Monica  
Lost Timer
N/A		$2,011$2,011
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Meza ,  Adriana  
Receptionist/Advocacy Rep
N/A		$68,646$68,646
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Miller ,  Alisa  
Organizer-Representative
N/A		$68,874$68,874
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Mora ,  Maria  
Lost Timer
N/A		$2,260$2,260
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Piedra ,  Joshua  
Political Organizer
N/A		$45,711$45,711
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Rhone ,  Lisa   D
Lost Timer
N/A		$4,007$4,007
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Salzl ,  Darcy  
Lost Timer
N/A		$4,213$4,213
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Sanders ,  Robert   M
Sr. Organizer-Rep
N/A		$82,372$82,372
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Sarinana ,  Joanna  
Organizer-Representative
N/A		$67,645$67,645
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Skaggs ,  Ann  
Staff Director
N/A		$18,678$18,678
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Spirit ,  Jennifer  
Sr. Advocacy Organizer
N/A		$92,375$92,375
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Ta ,  Maggie  
Deputy Director
N/A		$95,561$95,561
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Thedell ,  Greg  
Advocacy Organizer
N/A		$79,386$79,386
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Hernandez ,  Lisbetty   T
Lost Timer
N/A		$2,369$2,369
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Vargas ,  Cipriano  
Political Organizer
N/A		$12,274$12,274
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Ward ,  Ronald  
Communication Specialist
N/A		$66,611$66,611
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Whitaker ,  Norma  
Membership Specialist
N/A		$61,269$61,269
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Wollmann ,  Nathan  
Lost Timer
N/A		$3,110$3,110
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$0
I Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
Total Employee Disbursements$1,394,228$0$0$0$1,394,228
Less Deductions     
Net Disbursements    $1,394,228
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 543-598

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 6,718 
Agency Fee Payers*33
Total Members/Fee Payers6,751 
*Agency Fee Payers are not considered members of the labor organization.
Regular6,592Yes
MOC Non-members15No
Retired Members101No
Associate Members10No
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 543-598

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$0
2. Named Payer Non-itemized Receipts$0
3. All Other Receipts$177,403
4. Total Receipts$177,403
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$69,141
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements
6. Total Disbursements$69,141
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$13,294
2. Named Payee Non-itemized Disbursements$71,108
3. To Officers$0
4. To Employees$0
5. All Other Disbursements
6. Total Disbursements$84,402
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$109,991
2. Named Payee Non-itemized Disbursements$322,244
3. To Officers$132,310
4. To Employees$1,394,228
5. All Other Disbursements
6. Total Disbursements$1,958,773
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$73,525
3. To Officers$0
4. To Employees$0
5. All Other Disbursements
6. Total Disbursements$73,525
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$993,816
3. To Officers$2,931
4. To Employees$0
5. All Other Disbursements
6. Total Disbursements$996,747
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 543-598

Name and Address
(A)




-1
Type or Classification
(B)
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 543-598

Name and Address
(A)
Olson Remcho, LLP
N/A
555 Capitol Mall, Suite 400
Sacramento CA
CA
95814-4503
Type or Classification
(B)
Political Attorney's
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,294
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$13,294
Legal Matters and Research07/01/2021$13,294
Name and Address
(A)
Weinberg, Roger, & Rosenfeld

1375 55th Street
Emeryville
CA
94608
Type or Classification
(B)
Legal
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$66,000
Total of All Transactions with this Payee/Payer for This Schedule$66,000
Name and Address
(A)
Wilson Paves & Associates

5001 California Avenue STE
Bakersfield
CA
93309
Type or Classification
(B)
D&O Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,108
Total of All Transactions with this Payee/Payer for This Schedule$5,108
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 543-598

Name and Address
(A)




-1
Type or Classification
(B)
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$0
Name and Address
(A)
Amplify Campaigns
616 Second Ave

Chula Vista
CA
91910
Type or Classification
(B)
Flyers and Mailings
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$16,250
Total of All Transactions with this Payee/Payer for This Schedule$16,250
Name and Address
(A)
Merriman River Group

3000 Whitney Avenue
Hamden
CT
06518
Type or Classification
(B)
Election Service and Fees
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$57,275
Total of All Transactions with this Payee/Payer for This Schedule$57,275
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 543-598

Name and Address
(A)
Employees for Retirement Security

555 Capitol Mall, Suite 400
Sacramento
CA
95814
Type or Classification
(B)
Retirement
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
member to member work09/09/2021$5,000
Name and Address
(A)
San Diego & Imperial Counties Labor Council

3737 Camino del Rio South
San Diego
CA
Type or Classification
(B)
Labor Council
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$51,641
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$51,641
Dinner Sponsorship04/21/2021$20,000
Partner Donation for redistricting efforts04/29/2021$15,000
Per Capita Tax01/01/2021$5,026
Per Capita Tax02/25/2021$5,026
Per Capita Tax07/19/2021$6,589
Name and Address
(A)
San Diego Rapid Response Network


San Diego
CA
Type or Classification
(B)
Community Based Organization
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
Community Support Contribution-SDRRN Jewish Family06/09/2021$10,000
Name and Address
(A)
The San Diego LGBT Community Center
3357

San Diego
CA
92163
Type or Classification
(B)
Contribution
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$2,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$2,500
General support05/11/2021$2,500
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 543-598

Name and Address
(A)




-1
Type or Classification
(B)
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$0
Name and Address
(A)
California State Council of Service Employees
Suite 100
681 West Capitol Avenue
West Sacramento
CA
95605
Type or Classification
(B)
Per Capita Tax Processing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$181,972
Total of All Transactions with this Payee/Payer for This Schedule$181,972
Name and Address
(A)
Clarion River Group

223 Valley Road
Montclair
NJ
07042
Type or Classification
(B)
Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,181
Total of All Transactions with this Payee/Payer for This Schedule$11,181
Name and Address
(A)
David Garcias

516 Madrona Street
Chula Vista
CA
91910
Type or Classification
(B)
Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,458
Total of All Transactions with this Payee/Payer for This Schedule$7,458
Name and Address
(A)
Jitasa


Boise
ID
Type or Classification
(B)
Accounting
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$72,000
Total of All Transactions with this Payee/Payer for This Schedule$72,000
Name and Address
(A)
Linquist CPA

5000 Executive Parkway
San Ramon
CA
94583-4346
Type or Classification
(B)
CPA & Audit Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$14,939
Total of All Transactions with this Payee/Payer for This Schedule$14,939
Name and Address
(A)
Malimar
Suite 103
2831 Camino del Rio South
San Diego
CA
92108
Type or Classification
(B)
IT Support
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$25,000
Total of All Transactions with this Payee/Payer for This Schedule$25,000
Name and Address
(A)
Mission Edge San Diego
Suite 104
2820 Roosevelt Road
San Diego
CA
92106
Type or Classification
(B)
Financial
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$109,991
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$109,991
HR and CFO Services01/01/2021$11,487
HR and CFO Services02/01/2021$9,288
HR and CFO Services03/01/2021$10,396
HR and CFO Services04/01/2021$12,578
HR and CFO Services06/01/2021$18,292
HR and CFO Services07/01/2021$10,585
HR and CFO Services09/01/2021$14,102
HR and CFO Services10/01/2021$8,670
HR and CFO Services11/01/2021$8,013
HR and CFO Services12/01/2021$6,580
Name and Address
(A)
Traveler's


Hartford
CT
Type or Classification
(B)
D&O Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,694
Total of All Transactions with this Payee/Payer for This Schedule$9,694
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 543-598

Name and Address
(A)
SEIU International CAPS


washington
DC
Type or Classification
(B)
International Fees
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$910,483
Total of All Transactions with this Payee/Payer for This Schedule$910,483
Name and Address
(A)
SEIU International POP Team


Washington
DC
Type or Classification
(B)
International Fees
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$83,333
Total of All Transactions with this Payee/Payer for This Schedule$83,333
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 543-598

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$597,939
Health and Prescription PlanSEIU Health and Welfare$101,868
PensionSEIU Affiliates Pension Fund$302,583
KaiserHealth Care$188,488
Calpers CommitteeRetirement$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 543-598
Item 71 Title: SEIU Local 221 is gathering information that may lead to an investigation for violation(s) of the bylaws by the treasurer.

Question 11(a):

Question 11(a): : : : : : : Service Employees International Union Local 221 PAC Service Employees International Union Local 221 Independent Expenditure PAC

Question 12: : : : Lindquist CPAs LLP - 1 5000 Executive Parkway Suite 400 San Ramon CA 94583-4346

Statement A,Fixed Assets Value Begin Total: : Errantly changed the auto amount populated on the LM2

Statement A,Other Asset Book Value Begin Total: : Errantly changed the auto amount populated on the LM2

Statement A,Other Liabilities Amount Begin Total: : Errantly changed the auto amount populated on the LM2

Statement A,

Cash Begin Total: : Errantly changed the auto amount populated on the LM2

Schedule 1, Row1:

Schedule 1, Row1::

Schedule 2, Row1:

Schedule 2, Row1:

Schedule 2, Row1:

Schedule 8, Row1:

Schedule 8, Row1::

Schedule 9, Row1:

Schedule 9, Row1::

Schedule 13, Row3:

Schedule 13, Row3:

Schedule 13, Row3:Retired Members

Schedule 13, Row3:

Schedule 13, Row3:

Schedule 13, Row3:No voting rights

Schedule 13, Row4:

Schedule 13, Row4:

Schedule 13, Row4:Associate Members

Schedule 13, Row4:

Schedule 13, Row4:

Schedule 13, Row4:No voting rights

Schedule 13, Row1:

Schedule 13, Row1:

Schedule 13, Row1:Regular members

Schedule 13, Row1:

Schedule 13, Row1:

Schedule 13, Row1:

Schedule 13, Row2:

Schedule 13, Row2:

Schedule 13, Row2:not members in good standing but still paying an amount equal to dues

Schedule 13, Row2:

Schedule 13, Row2:

Schedule 13, Row2: No voting rights
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)