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
542-923
2. PERIOD COVERED
From10/01/2021
Through09/30/2022
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
500
7. UNIT NAME (if any)

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

Number and Street
901 RUSSELL AVE SUITE 300
City
GAITHERSBURG
State
MD		 ZIP Code + 4
20879


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:PierAngeli MorrisonPRESIDENT71. SIGNED:Oriole SaahTREASURER
Date:Dec 27, 2022Telephone Number:301-740-7100Date:Dec 27, 2022Telephone Number:301-740-7100
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 542-923
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?Yes
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?$500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?Yes
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?05/2025
20. How many members did the labor organization have at the end of the reporting period?9,574
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees$26perPaycheck$240/Year$520/Year
(b) Working Dues/Fees2%perPaycheck2%2%
(c) Initiation Fees$20perInitial$18$20
(d) Transfer Fees0per000
(e) Work Permits0per000

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 542-923

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $2,714,162$3,177,717
23. Accounts Receivable1$192,389$182,485
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $0$0
26. Investments5$0$0
27. Fixed Assets6$2,428,444$2,231,988
28. Other Assets7$81,823$83,321
29. TOTAL ASSETS $5,416,818$5,675,511

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$79,325$68,739
31. Loans Payable9$1,100,000$916,667
32. Mortgages Payable $0$0
33. Other Liabilities10$85,963$95,408
34. TOTAL LIABILITIES $1,265,288$1,080,814
35. NET ASSETS$4,151,530$4,594,697
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 542-923

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $4,894,676
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $25,453
39. Sale of Supplies $0
40. Interest $0
41. Dividends $0
42. Rents $48,848
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 $0
47. From Members for Disbursement on Their Behalf $123,440
48. Other Receipts14$282,830
49. TOTAL RECEIPTS $5,375,247
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$1,124,752
51. Political Activities and Lobbying16$310,557
52. Contributions, Gifts, and Grants17$1,800
53. General Overhead18$942,831
54. Union Administration19$105,865
55. Benefits20$586,423
56. Per Capita Tax $1,316,503
57. Strike Benefits $58,050
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$0
61. Loans Made2$0
62. Repayment of Loans Obtained9$183,333
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $104,354
65. Direct Taxes $182,054
  
66. Subtotal $4,916,522
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$393,076  
  67b. Less Total Disbursed$388,246  
  67c. Total Withheld But Not Disbursed $4,830
68. TOTAL DISBURSEMENTS $4,911,692
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 542-923

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$182,485   
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $182,485$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 542-923

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A) 		Loans
Outstanding at
Start of Period
(B) 		Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1) 		Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not listed above$0$0$0$0$0
Total of all lines above$0$0$0$0$0
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 542-923

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Gross Sales Price
(D) 		Amount Received
(E)
Total of all lines above$0$0$0$0
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 542-923

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$0$0$0
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 542-923

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost$0
B. Total Book Value$0
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
Other Investments 
D. Total Cost$0
E. Total Book Value$0
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: 542-923

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)    
Building  1 :      901 Russell Avenue, Gaithersburg, MD$3,860,141$1,628,227$2,231,914$2,231,914
C. Automobiles and Other Vehicles
D. Office Furniture and Equipment$874,377$874,303$74$74
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $4,734,518$2,502,530$2,231,988$2,231,988
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 542-923

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $83,321
Payroll Liabilities$83,321
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 542-923

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$68,739$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $68,739$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 542-923

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$1,100,000$0$183,333$0$916,667
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
SEIU$1,100,000$0$183,333$0$916,667
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 542-923

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $95,408
Other Liabilities$95,408
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 542-923

(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 		Morrison ,  PierAngeli  
President L500/Bldg Corp
C		$118,496$9,000$3,911$0$131,407
I
Schedule 15
Representational Activities 		12 % Schedule 16
Political Activities and Lobbying 		6 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		64 % Schedule 19
Administration 		18 %
A
B
C 		Butt-Pruitt ,  Carlene  
Exec. Vice President
N		$0$0$0$0$0
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 		Saah ,  Oriole  
Treas/Sec-Treas Bldg
C		$0$2,000$0$0$2,000
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 		Whitmore ,  Fatima  
Secretary/Dir Bldg Corp
C		$0$2,000$0$0$2,000
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 		Houser ,  Todd  
VP Maintenance
N		$0$0$0$0$0
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 		Mulhern III ,  James  
VP Media/Technology
C		$0$1,500$0$0$1,500
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 		DeMarzio ,  Margaret  
VP Office Employees
C		$0$1,500$0$0$1,500
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 		Murray ,  Leisha  
VP Office Employees
N		$0$0$0$0$0
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 		Brunner ,  Christina  
VP Food Services
C		$0$1,500$0$0$1,500
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 		Murek ,  Sally  
VP Paraeducators
C		$0$1,500$0$0$1,500
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 		Torres ,  Noelia  
VP Paraeducators
N		$0$0$0$0$0
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 		Brown ,  Vicki  
VP Paraeducators
C		$0$1,438$0$0$1,438
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 		Bourdereau ,  Natalie  
VP Paraeducators
C		$0$1,500$0$0$1,500
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 		White ,  Michael  
VP Transportation
C		$0$1,500$0$0$1,500
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 		Washington ,  Varinsa  
VP Transportation
C		$0$1,156$0$0$1,156
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 		Acevedo-Soto ,  Josean  
VP Security
C		$0$1,500$0$0$1,500
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 		Bishop ,  Gregory  
VP Building Services
N		$0$0$0$0$0
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 		Neal ,  Shelton  
VP Building Services
N		$0$0$0$0$0
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 		McCaskill ,  Aletheia  
VP Early Education
C		$0$1,500$115$0$1,615
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 		Cohen ,  Marc  
VP NonProfit
C		$0$1,500$0$0$1,500
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 		Jenkins ,  Henrietta  
Trustee/Dir Bldg Corp
C		$0$500$0$0$500
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 		Tropin ,  Mitchell  
Exec VP L500/VP Bldg Corp
P		$0$2,000$0$0$2,000
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 		Dorsey ,  Anthony  
VP Maintenance
P		$0$281$0$0$281
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 		Pineda. ,  Zully  
VP Paraeducators
P		$0$1,125$0$0$1,125
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 		Francis ,  Marjorie  
VP Transportation
P		$0$188$0$0$188
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 		Tyler ,  James  
VP Building Services
P		$0$1,500$0$0$1,500
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 		Ogburn ,  Sonya  
VP Building Services
P		$0$406$0$0$406
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 		Lornell ,  Christopher  
VP Higher Education
P		$0$1,500$0$0$1,500
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 		Richards ,  Soyini  
VP Higher Education
P		$0$0$0$0$0
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 		Povtak ,  Elizabeth  
Trustee/Dir Bldg Corp
P		$0$250$0$0$250
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$118,496$36,844$4,026$0$159,366
Less Deductions    $9,912
Net Disbursements    $149,454
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 542-923

(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 		Alexander ,  Theresa  
HR/Financial Director
None		$97,128$0$16,238$0$113,366
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		Bishop ,  Malea  
Database Operations Assoc
None		$57,524$0$806$0$58,330
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		Briley-Wilson ,  Yvonne  
Executive Director
None		$154,746$9,000$6,888$0$170,634
I
Schedule 15
Representational Activities 		51 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		43 % Schedule 19
Administration 		6 %
A
B
C 		Cano ,  Christopher  
Sr. Organizer
None		$74,568$9,000$1,251$0$84,819
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 		Day ,  Jamar  
Temp Org/Campaign Manager
None		$9,519$1,142$64$0$10,725
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 		Donahue ,  George  
Contract Admin. Rep
None		$67,270$0$1,023$0$68,293
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 		Drayton ,  Rebecca  
Director Representation
None		$40,374$3,288$1,661$0$45,323
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 		Emerson ,  Willow  
Member Strength Organizer
None		$28,898$3,115$277$0$32,290
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 		Fortney ,  Edward  
Member Strength Organizer
None		$73,580$8,100$1,040$0$82,720
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 		Gasman ,  Alexander  
Organizer
None		$34,911$5,711$998$0$41,620
I
Schedule 15
Representational Activities 		97 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		3 %
A
B
C 		Gindes ,  Susan  
Director Representation
None		$43,981$1,394$277$0$45,652
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 		Hanley ,  Christian  
Communications Director
None		$23,869$1,869$213$0$25,951
I
Schedule 15
Representational Activities 		19 % Schedule 16
Political Activities and Lobbying 		35 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		46 % Schedule 19
Administration 		0 %
A
B
C 		Luke ,  Marva  
Contract Admin. Rep
None		$37,441$0$436$0$37,877
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 		McLeer ,  Anne  
Dir Higher Ed/Strat Plan
None		$93,262$8,100$1,567$0$102,929
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Myers ,  Beth  
Dir Special Projects
None		$74,517$5,296$904$0$80,717
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		1 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Nabo ,  Kabe Clement  
Organizer
None		$25,048$2,077$277$0$27,402
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 		Petilli ,  Gregory  
Database Operations Assoc
None		$57,686$0$806$0$58,492
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		Pineda ,  Zully  
Apprentice Organizer
None		$19,089$4,015$402$0$23,506
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 		Simon ,  Travis  
Political Director
None		$95,326$9,000$8,482$0$112,808
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		100 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Smith ,  Colin  
Organizer
None		$26,800$4,154$508$0$31,462
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		0 %
A
B
C 		True. ,  Tracy  
Director Member Services
None		$90,543$0$956$0$91,499
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		Vallas ,  Connie  
Dir Org/Strat Campaigns
None		$101,216$8,792$10,468$0$120,476
I
Schedule 15
Representational Activities 		89 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		11 % Schedule 19
Administration 		0 %
A
B
C 		Weaver ,  Jay  
Member Strength Organizer
None		$18,866$1,869$596$0$21,331
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$5,623$0$0$0$5,623
I Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		75 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		25 % Schedule 19
Administration 		0 %
Total Employee Disbursements$1,351,785$85,922$56,138$0$1,493,845
Less Deductions    $383,164
Net Disbursements    $1,110,681
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 542-923

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 9,574 
Agency Fee Payers*481
Total Members/Fee Payers10,055 
*Agency Fee Payers are not considered members of the labor organization.
Regular Active9,574Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 542-923

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$170,403
2. Named Payer Non-itemized Receipts$42,955
3. All Other Receipts$69,472
4. Total Receipts$282,830
     
     
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$807
5. All Other Disbursements$993
6. Total Disbursements$1,800
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$75,437
2. Named Payee Non-itemized Disbursements$86,382
3. To Officers$15,769
4. To Employees$927,069
5. All Other Disbursements$20,095
6. Total Disbursements$1,124,752
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$121,742
2. Named Payee Non-itemized Disbursements$258,366
3. To Officers$84,100
4. To Employees$423,228
5. All Other Disbursements$55,395
6. Total Disbursements$942,831
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$64,458
2. Named Payee Non-itemized Disbursements$40,659
3. To Officers$7,884
4. To Employees$131,254
5. All Other Disbursements$66,302
6. Total Disbursements$310,557
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$35,788
2. Named Payee Non-itemized Disbursements$6,211
3. To Officers$51,612
4. To Employees$11,487
5. All Other Disbursements$767
6. Total Disbursements$105,865
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 542-923

Name and Address
(A)
American University

4400 Massachusetts Ave NW
Washington
DC
20016
Type or Classification
(B)
Member Group-COPE Deposits
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,860
Total of All Transactions with this Payee/Payer for This Schedule$11,860
Name and Address
(A)
CareFirst
P.O. Box 70250

Philadelphia
PA
19176-0250
Type or Classification
(B)
Benefits Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,267
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,267
Premium Rebate10/13/2021$5,267
Name and Address
(A)
Montgomery County Public Schools

850 Hungerford Dr Rm20
Rockville
MD
20850
Type or Classification
(B)
Member Group-COPE Deposits
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$49,778
Total Non-Itemized Transactions with this Payee/Payer$11
Total of All Transactions with this Payee/Payer for This Schedule$49,789
COPE Deposit10/08/2021$7,189
COPE Deposit10/22/2021$7,213
COPE Deposit11/05/2021$7,153
COPE Deposit11/19/2021$7,145
COPE Deposit12/03/2021$6,989
COPE Deposit12/17/2021$7,114
COPE Deposit04/22/2022$6,975
Name and Address
(A)
SEIU

1800 Massachusetts Ave NW
Washington
DC
20036
Type or Classification
(B)
International Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$110,358
Total Non-Itemized Transactions with this Payee/Payer$31,084
Total of All Transactions with this Payee/Payer for This Schedule$141,442
Organizing Subsidy10/08/2021$16,174
Organizing Subsidy10/08/2021$16,174
Organizing Subsidy11/05/2021$16,174
Organizing Subsidy12/03/2021$16,174
Grant11/05/2021$45,662
Name and Address
(A)
SEIU 32BJ

25 West 18th Street
New York
NY
10011
Type or Classification
(B)
Local Union
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
Conribution to Strike Fund09/09/2022$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 542-923

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$0
Total Non-Itemized Transactions with this Payee/Payer$9,692
Total of All Transactions with this Payee/Payer for This Schedule$9,692
Name and Address
(A)
Edelman Consulting LLC

27 Foxwood Drive East
Huntington Station
NY
11746
Type or Classification
(B)
Bargaining Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$43,654
Total Non-Itemized Transactions with this Payee/Payer$4,011
Total of All Transactions with this Payee/Payer for This Schedule$47,665
Consulting Fees02/15/2022$7,966
Consulting Fees11/02/2021$7,855
Consulting Fees11/30/2021$10,659
Consulting Fees12/13/2021$9,143
Consulting Fees01/21/2022$8,031
Name and Address
(A)
Eric Scherzer

5 Roosevelt Place #2D
Montclair
NJ
07042
Type or Classification
(B)
Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$21,925
Total of All Transactions with this Payee/Payer for This Schedule$21,925
Name and Address
(A)
Image Pointe
P.O. Box 657

Waterloo
IA
50704-0657
Type or Classification
(B)
Promotional Products Supplier
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,794
Total Non-Itemized Transactions with this Payee/Payer$2,465
Total of All Transactions with this Payee/Payer for This Schedule$16,259
SEIU T-Shirts03/29/2022$7,286
T-Shirts Howard/American University Campaigns08/23/2022$6,508
Name and Address
(A)
KW Strategies, LLC.

925 N Longfellow Street
Arlington
VA
22205
Type or Classification
(B)
Consultants
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$13,350
Total of All Transactions with this Payee/Payer for This Schedule$13,350
Name and Address
(A)
Sam Wohns

2328 Huron St
Durham
NC
27707
Type or Classification
(B)
Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$27,875
Total of All Transactions with this Payee/Payer for This Schedule$27,875
Name and Address
(A)
SEIU

1800 Mass Ave NW
Washington
DC
20036
Type or Classification
(B)
Labor Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,000
Strike-Picket Line Refreshments09/20/2022$6,000
Name and Address
(A)
SEIU Local 73

300 S Ashland Ave Suite 400
Chicago
IL
60607
Type or Classification
(B)
Labor Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,750
Total Non-Itemized Transactions with this Payee/Payer$4,984
Total of All Transactions with this Payee/Payer for This Schedule$10,734
Organizers for Howard Univesity Campaign03/14/2022$5,750
Name and Address
(A)
The Hatcher Group, Inc.

7600 Wisconsin Avenue
Bethesda
MA
20814
Type or Classification
(B)
Public Relations Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,239
Total Non-Itemized Transactions with this Payee/Payer$2,080
Total of All Transactions with this Payee/Payer for This Schedule$8,319
Communications Work09/19/2022$6,239
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 542-923

Name and Address
(A)
Brooke Lierman for Maryland
P.O. Box 891

Baltimore
MD
21203
Type or Classification
(B)
Candidate PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
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)
Committee to Elect Dawn Gile
P.O. Box 1362

Severna Park
MD
21146
Type or Classification
(B)
Candidate PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
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)
Compass Government Relations Partners

48 Maryland Ave Suite 400
Annapolis
MD
21401
Type or Classification
(B)
Lobbying Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer$2,500
Total of All Transactions with this Payee/Payer for This Schedule$12,500
Political Contribution03/13/2022$5,000
Political Contribution03/29/2022$5,000
Name and Address
(A)
Friends of Aruna Miller

14074 Berryville Road
Germantown
MD
20874
Type or Classification
(B)
Candidate PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,000
Political Contribution09/12/2022$6,000
Name and Address
(A)
Friends of Gabriel Acevero
P.O. Box 87731

Montgomery Village
MD
20886
Type or Classification
(B)
Candidate PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,000
Political Contribution01/10/2022$6,000
Name and Address
(A)
Friends of Katie Fry Hester

1215 E Fort Ave Suite 106
Baltimore
MD
21230
Type or Classification
(B)
Candidate PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
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)
Friends of Steuart Pittman
c/o Martin-Lauer Associates
1215 E Fort Ave Suite 303
Baltimore
MD
21230
Type or Classification
(B)
Candidate PAC
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
Political Contribution09/12/2022$5,000
Name and Address
(A)
Maryland DemocraticSenateCaucusCommittee
P.O. Box 1886

Annapolis
MD
21404
Type or Classification
(B)
Caucus Committee
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)
McCaskill for MD
P.O. Box 26577

Gwynn Oak
MD
21207
Type or Classification
(B)
Candidate PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,000
Political Contribution10/12/2021$6,000
Name and Address
(A)
Shannon Sneed for Maryland
P.O. Box 5389

Takoma Park
MD
20913
Type or Classification
(B)
Candidate PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
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)
Terrence J. Cavanagh

19 Wyndcrest Avenue
Catonsville
MD
21228
Type or Classification
(B)
Lobbyist
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,000
Total Non-Itemized Transactions with this Payee/Payer$4,000
Total of All Transactions with this Payee/Payer for This Schedule$11,000
Political Contribution11/02/2021$7,000
Name and Address
(A)
The Hatcher Group, Inc.

7600 Wisconsin Avenue
Bethesda
MD
20814
Type or Classification
(B)
Public Relations Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,458
Total Non-Itemized Transactions with this Payee/Payer$4,159
Total of All Transactions with this Payee/Payer for This Schedule$16,617
Communications Work07/07/2022$6,219
Communications Work07/21/2022$6,239
Name and Address
(A)
Tom Perez for Maryland
P.O. Box 5389

Takoma Park
MD
20913
Type or Classification
(B)
Candidate PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,000
Political Contribution03/29/2022$6,000
Name and Address
(A)
Wes Moore for Maryland
P.O. Box 50123

Baltimore
MD
21211
Type or Classification
(B)
Candidate PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,000
Political Contribution08/23/2022$6,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 542-923

There was no data found for this schedule.

SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 542-923

Name and Address
(A)
Alpha Assistant LLC

3964 Wyoming Street
Saint Louis
MO
63116
Type or Classification
(B)
Virtual Assitant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,144
Total of All Transactions with this Payee/Payer for This Schedule$5,144
Name and Address
(A)
American Mechanical Services

1330 Mid Atalantic Blvd
Laurel
MD
20708
Type or Classification
(B)
HVAC Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,540
Total Non-Itemized Transactions with this Payee/Payer$3,584
Total of All Transactions with this Payee/Payer for This Schedule$17,124
HVAC Annual Contract 2022-202308/01/2022$13,540
Name and Address
(A)
Bredhoff and Kaiser, P.L.L.C.

805 15th St NW Suite 1000
Washington
DC
20005
Type or Classification
(B)
Legal Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$9,389
Total of All Transactions with this Payee/Payer for This Schedule$9,389
Name and Address
(A)
Calibre CPA Group

7501 Wisconsin Ave Ste1200W
Bethesda
MD
20814
Type or Classification
(B)
CPA Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$21,250
Total Non-Itemized Transactions with this Payee/Payer$9,500
Total of All Transactions with this Payee/Payer for This Schedule$30,750
LM2/Form 990/Audit Fees FYE 9/30/202111/12/2021$10,000
LM2/Form 990/Audit Fees FYE 9/30/202209/05/2022$11,250
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$0
Total Non-Itemized Transactions with this Payee/Payer$20,850
Total of All Transactions with this Payee/Payer for This Schedule$20,850
Name and Address
(A)
Comcast
P.O. Box 3001

Southeastern
PA
19398-3001
Type or Classification
(B)
Telecommunications Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$29,966
Total of All Transactions with this Payee/Payer for This Schedule$29,966
Name and Address
(A)
Computer Enhancement Systems

8038D Liberty Road
Frederick
MD
21701
Type or Classification
(B)
Computer Consultants/Support
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$22,232
Total of All Transactions with this Payee/Payer for This Schedule$22,232
Name and Address
(A)
Paychex
P.O. Box 29769

New York
NY
10087-9769
Type or Classification
(B)
Payroll Processor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,789
Total of All Transactions with this Payee/Payer for This Schedule$5,789
Name and Address
(A)
Pepco
P.O. Box 17143

Baltimore
MD
21297
Type or Classification
(B)
Utility Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$18,382
Total of All Transactions with this Payee/Payer for This Schedule$18,382
Name and Address
(A)
QuestionPro Inc

548 Market Street
San Francisco
CA
94104
Type or Classification
(B)
Computer Services/Support
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$9,000
Annual Subscription12/22/2021$9,000
Name and Address
(A)
Russell Office Park Condominium
P.O. Box 64684
C/O Vista Management Co
Phoenix
AZ
85082-4684
Type or Classification
(B)
Real Estate Management
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$62,142
Total of All Transactions with this Payee/Payer for This Schedule$62,142
Name and Address
(A)
Sentral Services

11218 Midvale Road
Kensington
MD
20895
Type or Classification
(B)
Janitorial Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$14,537
Total of All Transactions with this Payee/Payer for This Schedule$14,537
Name and Address
(A)
Staples Credit Plan
P.O. Box 9020
Dept 82-000222912
Des Moines
IA
50368-9020
Type or Classification
(B)
Office Supplies
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$13,105
Total of All Transactions with this Payee/Payer for This Schedule$13,105
Name and Address
(A)
Steve Schwartz

14616 Country Creek Lane
Gaithersburg
MD
20878
Type or Classification
(B)
Legal Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$6,200
Total of All Transactions with this Payee/Payer for This Schedule$6,200
Name and Address
(A)
The Hartford
P.O. Box 660916

Dallas
TX
75266-0916
Type or Classification
(B)
Insurance Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$2,726
Total of All Transactions with this Payee/Payer for This Schedule$7,726
Workers Compensation Insurance10/25/2021$5,000
Name and Address
(A)
Trister, Ross, Schadler and Gold, PLLC

1666 Connecticut Ave NW
Washington
DC
20009
Type or Classification
(B)
Legal Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,997
Total Non-Itemized Transactions with this Payee/Payer$2,036
Total of All Transactions with this Payee/Payer for This Schedule$15,033
Legal Fees08/02/2022$7,842
Legal Fees08/23/2022$5,155
Name and Address
(A)
Union Insurance Group

303 W Erie Street Suite 310
Chicago
IL
60654
Type or Classification
(B)
Insurance Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$53,555
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$53,555
Commercial/Auto/Property Insurances10/01/2021$11,046
Union Liability Insurance11/30/2021$36,498
Cyber Insurance09/12/2022$6,011
Name and Address
(A)
Wells Fargo Financial Leasing
P.O. Box 10306

Des Moines
IA
50306-0306
Type or Classification
(B)
Copier Supplier/Support
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$10,319
Total of All Transactions with this Payee/Payer for This Schedule$10,319
Name and Address
(A)
WinMill Software, Inc.
P.O. Box 4595

New York
NY
10163
Type or Classification
(B)
Computer Consultants/Support
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,400
Total Non-Itemized Transactions with this Payee/Payer$17,394
Total of All Transactions with this Payee/Payer for This Schedule$23,794
Computer Services06/16/2022$6,400
Name and Address
(A)
Zoom Video Communications

55 Almaden Blvd Suite 600
San Jose
CA
95113
Type or Classification
(B)
On-line Meeting Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,071
Total of All Transactions with this Payee/Payer for This Schedule$5,071
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 542-923

Name and Address
(A)
Montgomery County Public Schools

850 Hungerford Dr Room 20
Rockville
MD
20850
Type or Classification
(B)
Printing Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,267
Total Non-Itemized Transactions with this Payee/Payer$2,711
Total of All Transactions with this Payee/Payer for This Schedule$10,978
Ballot Printing02/15/2022$8,267
Name and Address
(A)
Postmaster
Window Services
16501 Shady Grove Road
Gaithersburg
MD
20898
Type or Classification
(B)
Post Office
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,000
Total Non-Itemized Transactions with this Payee/Payer$3,500
Total of All Transactions with this Payee/Payer for This Schedule$11,500
Postage forUnion Election/Bylaws01/06/2022$8,000
Name and Address
(A)
TrueBallot, Inc.

3 Bethesda Metro Ct r#700
Bethesda
MD
20814
Type or Classification
(B)
Election Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$19,521
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$19,521
2022 Union Officer Election08/02/2022$19,521
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 542-923

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$586,423
Health InsuranceCareFirst$211,523
Health InsuranceFurther$67,525
Health InsuranceMontgomery County Public Schools$7,938
Health InsuranceSEIU Health and Welfare Fund$6,702
Life/LTD InsuranceMontgomery County Public Schools$112
Life/LTD InsuranceSun Life Financial$18,274
PensionMontgomery County Public Schools$8,048
PensionSEIU Affiliates' Officers Employees Pen$266,301
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 542-923


Question 11(a): SEIU Local 500 DC PAC; reports filed with DC Office of Campaign Finance; OCT Identification No PACSUP084507 AND ServiceEmployees International Union Local 500 PAC; disclosures filed with Maryland State Board of Elections.

Question 11(b): Local 500 Building Corporation is a company formed by the Local primarily to hold title to real property. The financial activity of the subsidiary organization is included in the LM-2.

Question 12: Calibre CPA Group PLLC, 7501 Wisconsin Avenue, Suite 1200W, Bethesda, MD 20814.

Question 15: Promotional Items in the amount of $16,259 were given away to members shown on schedule 15.

Question 18: New bylaws are attached.

Schedule 9, Row1:

Schedule 9, Row1:

Schedule 13, Row1:

Schedule 13, Row1:Regular Active members pay full dues and have full voting rights.

Schedule 13, Row1:

Schedule 13, Row1:
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)