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
511-865
2. PERIOD COVERED
From01/01/2022
Through12/31/2022
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
509
7. UNIT NAME (if any)

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

Number and Street
293 BOSTON POST RD. WEST, 4TH FLOOR
City
MARLBOROUGH
State
MA
ZIP Code + 4
01752


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:David W FoleyPRESIDENT71. SIGNED:Israel S PierreTREASURER
Date:Mar 29, 2023Telephone Number:978-493-1199Date:Mar 29, 2023Telephone Number:617-610-7608
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 511-865
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?$2,814,103
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?11/2025
20. How many members did the labor organization have at the end of the reporting period?16,855
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees1.5%perPay PeriodN/A30.20
(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: 511-865

ASSETS
ASSETS Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash $12,664,143$13,681,686
23. Accounts Receivable1$418,213$971,320
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $0$390,211
26. Investments5$0$0
27. Fixed Assets6$493,595$370,991
28. Other Assets7$456,799$552,119
29. TOTAL ASSETS $14,032,750$15,966,327

LIABILITIES
LIABILITIES Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable8$539,430$856,151
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$1,115,292$1,160,275
34. TOTAL LIABILITIES $1,654,722$2,016,426
35. NET ASSETS$12,378,028$13,949,901
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 511-865

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $13,861,544
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $267,328
39. Sale of Supplies $0
40. Interest $49,348
41. Dividends $0
42. Rents $9,000
43. Sale of Investments and Fixed Assets3$200,000
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 $0
48. Other Receipts14$1,281,948
49. TOTAL RECEIPTS $15,669,168
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$4,746,701
51. Political Activities and Lobbying16$820,500
52. Contributions, Gifts, and Grants17$55,550
53. General Overhead18$2,200,873
54. Union Administration19$504,024
55. Benefits20$2,634,960
56. Per Capita Tax $2,583,150
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$611,504
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 $494,363
  
66. Subtotal $14,651,625
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$1,470,147  
  67b. Less Total Disbursed$1,470,147  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $14,651,625
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 511-865

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$971,320 $7,723$963,597
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $971,320$0$7,723$963,597
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 511-865

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A)
Loans
Outstanding at
Start of Period
(B)
Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1)
Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not listed above     
Total of all lines above$0$0$0$0$0
Totals will be automatically entered in... Item 24
Column (A)
Item 61Item 45 Item 69
with Explanation
Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 511-865

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$199,145$200,000$200,000$200,000
Sale of US Treasury Notes thru Registered Broker$199,145$200,000$200,000$200,000
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$200,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 511-865

Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total of all lines above$611,504$611,504$611,504
Software$7,900$7,900$7,900
Furniture & Equipment$3,390$3,390$3,390
Computer Equipment$2,442$2,442$2,442
Purchase of US Treasury Notes thru Registered Brok$597,772$597,772$597,772
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$611,504
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 511-865

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: 511-865

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 :      Leasehold Improvements - Marlborough, MA$759,028$448,245$310,783$310,783
C. Automobiles and Other Vehicles
D. Office Furniture and Equipment$409,799$360,852$48,947$48,947
E. Other Fixed Assets$247,298$236,037$11,261$11,261
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,416,125$1,045,134$370,991$370,991
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 511-865

Description
(A)
Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $552,119
HRA Funding$288,684
Prepaid Expenses$261,200
Building Lease Deposit$2,235
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 511-865

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$856,151$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $856,151$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 511-865

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)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 511-865

Description
(A)
Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $1,160,275
Accrued Benefits$767,808
Deferred Rent$210,572
Accrued Payroll and Payroll Taxes$181,895
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 511-865

(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
Akinyomi ,  Goodluck  
PSHS JEB Member
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Anjorin ,  Taiye   A
DPH Chapter President
C
$2,304$0$5$0$2,309
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
100 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Antelo ,  Cheri  
DTA Chapter President
C
$3,374$0$412$0$3,786
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
100 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Anthony ,  Thomas  
DPH JEB Member
C
$0$0$264$0$264
I
Schedule 15
Representational Activities
67 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
33 %
A
B
C
Badger ,  James  
MCB JEB Member
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Banelis ,  Amy  
PSHS JEB Member
C
$10,423$0$0$0$10,423
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Brown ,  Karen  
DEEC Member
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Carter ,  Desmond  
PSHS JEB Member
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Castellanos ,  Brian  
Trustee
N
$129$0$0$0$129
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Cianciolo ,  Peter  
PSHS JEB Member
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Coll ,  Kathe  
DDS JEB Member
N
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Comito ,  Bob  
DCF JEB Member
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Copeland ,  Valerie   K
Mass Health Chapter Pres
P
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Cornelio ,  Lee-Ann  
CCJ JEB Member
N
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Cote ,  Edward   R
Trustee
C
$2,500$0$0$0$2,500
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Crean ,  Christine   M
Trustee
C
$2,371$0$0$0$2,371
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Davidow ,  Ari  
Higher Ed JEB Member
N
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Davis ,  Cynthia  
DMH JEB Member
C
$267$0$207$0$474
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Delgado ,  Charlene  
DCF JEB Member
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Delgado ,  Jenezia  
FCC JEB Member
C
$13,435$0$30$0$13,465
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Dooley ,  Norah  
Higher Ed JEB Member
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Foley ,  David   W
President
C
$6,122$0$525$0$6,647
I
Schedule 15
Representational Activities
1 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
99 %
A
B
C
Freeman ,  Heidi  
MRC JEB Member
C
$1,978$0$0$0$1,978
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
99 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
1 %
A
B
C
Gallagher ,  Mark  
PSHS JEB Member
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Gammage-Patt ,  Sherrie  
Higher Ed JEB Member
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Goffer-Fitz ,  Tiffany  
DDS JEB Member
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Goodier ,  Kara   F
JEB Recording Secretary
C
$7,352$0$64$0$7,416
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Green ,  Dia  
PSHS JEB Member
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Grunko ,  Michael  
Trustee
N
$129$0$34$0$163
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Hjelte ,  Carolyn   M
MCB Chapter President
C
$2,000$0$0$0$2,000
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Horton ,  Caroline   A
Elder Services JEB Member
P
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Julian ,  Alison  
DDS JEB Member
C
$251$0$203$0$454
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Kammerer ,  Nina  
Higher Ed JEB Member
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Laghetto ,  Joanna  
DOE JEB Chapter President
C
$2,350$0$845$0$3,195
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Landy ,  Jaynelle  
PSHS JEB Member
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Lazu ,  Fernando  
DEEC Chapter President
N
$103$0$0$0$103
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Lee ,  John  
DDS JEB Member
N
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Lemons ,  Elizabeth   B
Higher Ed Chapter Pres
C
$4,150$0$0$0$4,150
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Leonard ,  Brian  
PSHS JEB Member
N
$2,488$0$170$0$2,658
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
100 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Levesque ,  Thomasina  
PSHS JEB Member
C
$0$0$240$0$240
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Levy ,  Melodie  
PSHS JEB Member
N
$66,655$0$2,222$0$68,877
I
Schedule 15
Representational Activities
99 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Lozada ,  Noel  
PSHS JEB Member
C
$483$0$0$0$483
I
Schedule 15
Representational Activities
45 % Schedule 16
Political Activities and Lobbying
5 % Schedule 17
Contributions
5 % Schedule 18
General Overhead
5 % Schedule 19
Administration
40 %
A
B
C
MacKinnon ,  Peter   J
President
P
$141,608$0$1,809$0$143,417
I
Schedule 15
Representational Activities
7 % Schedule 16
Political Activities and Lobbying
6 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
19 % Schedule 19
Administration
68 %
A
B
C
Malonson ,  Jennifer  
DESE JEB Member
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Manrique Rivera ,  Maritza  
FCC JEB Member
C
$7,569$0$0$0$7,569
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Martinez-Pena ,  Denisse  
MRC JEB Member
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Maslanka ,  John   S
Trustee
C
$2,371$0$0$0$2,371
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Mateo-Bell ,  Fatima  
FCC JEB Member
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
McClure ,  Jean  
DMH Chapter President
N
$2,327$0$0$0$2,327
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Mecene-Olivier ,  Cynthia  
MassHealth Chapter Pres
C
$8,165$0$314$0$8,479
I
Schedule 15
Representational Activities
79 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
21 %
A
B
C
Meinert ,  Amy   J
DOR JEB Member
C
$2,275$0$1,619$0$3,894
I
Schedule 15
Representational Activities
78 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
22 %
A
B
C
Mendoza ,  Edita  
FCC JEB Member
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Mojica ,  Missy  
DCF JEB Member
N
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Morel ,  Carlos  
FCC JEB Member
C
$24,206$0$0$0$24,206
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Morin ,  Jovania  
DCF JEB Member
N
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Mpanga ,  Godfrey  
PSHS JEB Member
C
$3,422$0$0$0$3,422
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Murray ,  Sidney  
DOR JEB Member
N
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Nadeau ,  Kimberly   A
DCF JEB Member
C
$75$0$250$0$325
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Nazario ,  Reynardo  
DCF JEB Member
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
North ,  Joyce  
Elder Services JEB Member
N
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
North ,  Peter  
DMH JEB Member
C
$0$0$341$0$341
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
62 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
38 %
A
B
C
Ochoa ,  Johanna   Z
DEEC Chapter President
C
$1,897$0$165$0$2,062
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
O'Connor ,  Sheelagh  
DMH JEB Member
C
$2,620$0$343$0$2,963
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Pazooki ,  Arash  
PSHS JEB Member
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Pena ,  Orlando   A
PSHS Chapter President
C
$110,411$0$1,363$0$111,774
I
Schedule 15
Representational Activities
94 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
5 %
A
B
C
Pierre ,  Israel  
Treasurer
C
$113,500$0$5,432$0$118,932
I
Schedule 15
Representational Activities
1 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
52 % Schedule 19
Administration
46 %
A
B
C
Puricelli ,  Carol  
DDS JEB Member
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Reyes ,  Celina   A
DCF JEB Member
C
$29,012$0$0$0$29,012
I
Schedule 15
Representational Activities
89 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
11 %
A
B
C
Rogers ,  Scott   P
IST Chapter President
N
$2,341$0$1,523$0$3,864
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Rosenlund ,  Jennifer  
PSHS JEB Member
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Russo ,  Keyla  
DOR JEB Member
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Sampas ,  Cassandra   E
DMH JEB Chapter President
P
$638$0$0$0$638
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Sanzone ,  Elizabeth  
IST JEB Member
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Saunders ,  Amy  
PSHS JEB Member
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Simmerman ,  Tina   M
DDS JEB Chapter President
C
$2,893$0$1,283$0$4,176
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Slavick ,  Sarah   M
Higher Ed JEB Member
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Taraska ,  Stanley  
DDS JEB Member
C
$225$0$72$0$297
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Toxey ,  Patrisha  
DCF JEB Member
C
$1,375$0$820$0$2,195
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
100 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Wachiria ,  Peter  
PSHS JEB Member
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Wender-Shobu ,  Jocelyn  
DMH JEB Member
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Wesman ,  Laurie  
DCF JEB Member
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Zbikowski ,  David   M
MRC Chapter President
C
$2,229$0$80$0$2,309
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Guazzo-Zwick ,  Adriana  
DCF Chapter President
C
$6,300$0$456$0$6,756
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$594,323$0$21,091$0$615,414
Less Deductions    $151,166
Net Disbursements    $464,248
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 511-865

(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
Ahmad ,  Khadeejah   N
Lead Organizer
None
$91,911$0$945$0$92,856
I
Schedule 15
Representational Activities
54 % Schedule 16
Political Activities and Lobbying
46 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Ahua ,  Paul   K
External Organizer
None
$9,907$0$0$0$9,907
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Amartey ,  Abigail  
External Organizer
None
$92,864$0$2,582$0$95,446
I
Schedule 15
Representational Activities
99 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Arthur ,  Tara  
Internal Organizer
None
$88,847$0$65$0$88,912
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Bala ,  Peter   G
FF/HE Internal Organizer
None
$67,845$0$0$0$67,845
I
Schedule 15
Representational Activities
99 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Bauer ,  Jennifer   K
Director of Admin
None
$109,328$0$3,913$0$113,241
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
2 % Schedule 17
Contributions
Schedule 18
General Overhead
58 % Schedule 19
Administration
40 %
A
B
C
Belzowski ,  Mark  
Lead Organizer
None
$102,911$0$1,180$0$104,091
I
Schedule 15
Representational Activities
99 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Berthet Garcia ,  Natalia   A
Deputy Dir. of Media Rel.
None
$88,456$0$400$0$88,856
I
Schedule 15
Representational Activities
16 % Schedule 16
Political Activities and Lobbying
8 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
76 % Schedule 19
Administration
A
B
C
Bezzini ,  Scott   M
Field Representative
None
$87,946$0$0$0$87,946
I
Schedule 15
Representational Activities
99 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Borzekowski ,  Emma   R
External Organizer
None
$74,576$0$926$0$75,502
I
Schedule 15
Representational Activities
99 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Breton ,  Ninfa   E
Field Representative
None
$89,605$0$1,289$0$90,894
I
Schedule 15
Representational Activities
98 % Schedule 16
Political Activities and Lobbying
2 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Cano ,  William   O
Internal Organizer
None
$88,542$0$1,517$0$90,059
I
Schedule 15
Representational Activities
99 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Carril ,  Maria   F
Data Processing Agent
None
$33,825$0$96$0$33,921
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
Carroll ,  Chazmaine   C
Lead Organizer
None
$94,251$0$288$0$94,539
I
Schedule 15
Representational Activities
99 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Cohn ,  Cliff   M
Chief of Staff
None
$78,357$0$1,124$0$79,481
I
Schedule 15
Representational Activities
40 % Schedule 16
Political Activities and Lobbying
3 % Schedule 17
Contributions
Schedule 18
General Overhead
56 % Schedule 19
Administration
1 %
A
B
C
Collins ,  Kathleen   D
External Organizer
None
$97,035$0$7,999$0$105,034
I
Schedule 15
Representational Activities
99 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Colon ,  Jacqueline   C
Finance & Business Spec.
None
$78,889$0$369$0$79,258
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
99 % Schedule 19
Administration
A
B
C
Condon ,  Christopher  
Director of Political Act
None
$45,300$0$523$0$45,823
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
100 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Cronin ,  Donald  
Field Representative
None
$87,448$0$268$0$87,716
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Dauphin ,  Matthew   J
Higher Ed Coordinator
None
$95,301$0$0$0$95,301
I
Schedule 15
Representational Activities
99 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Duchac ,  Lindsey   A
External Organizer
None
$80,677$0$2,051$0$82,728
I
Schedule 15
Representational Activities
99 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Dunker ,  Lisa  
External Organizer
None
$3,925$0$0$0$3,925
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
100 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Fadem ,  Sarah   A
External Organizer
None
$54,372$0$355$0$54,727
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Fini ,  Italo   P
Deputy Political Director
None
$35,672$0$1,873$0$37,545
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
100 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Foster ,  Michael   P
Public Sector Coordinator
None
$102,350$0$4,126$0$106,476
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Frank ,  Eugenia   B
Interim Pol. Director
None
$101,334$0$1,783$0$103,117
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
100 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Gander ,  James   T
Internal Organizer
None
$93,005$0$1,898$0$94,903
I
Schedule 15
Representational Activities
99 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Geiger ,  Patrick   R
Internal Organizer
None
$35,630$0$592$0$36,222
I
Schedule 15
Representational Activities
98 % Schedule 16
Political Activities and Lobbying
2 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Goldstein ,  Samuel   J
Data Processing Agent
None
$44,081$0$71$0$44,152
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
2 % Schedule 17
Contributions
Schedule 18
General Overhead
97 % Schedule 19
Administration
1 %
A
B
C
Gopalan ,  Aparna  
External Organizer
None
$52,825$0$1,726$0$54,551
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Grair ,  Marcelle  
Director of External Org
None
$109,110$0$1,599$0$110,709
I
Schedule 15
Representational Activities
97 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
1 % Schedule 18
General Overhead
Schedule 19
Administration
1 %
A
B
C
Grossman ,  Jonathan  
Interim Chief of Staff
None
$99,604$0$0$0$99,604
I
Schedule 15
Representational Activities
95 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
4 % Schedule 19
Administration
A
B
C
Haddad ,  Cheryl   A
Temp External Organizer
None
$22,380$0$0$0$22,380
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Hill ,  Sherice   R
Member Specialist
None
$73,847$0$528$0$74,375
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
2 % Schedule 17
Contributions
Schedule 18
General Overhead
98 % Schedule 19
Administration
A
B
C
Hoffer ,  Daniel   K
Private Sector Coord
None
$84,990$0$83$0$85,073
I
Schedule 15
Representational Activities
99 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Hugo ,  Melody  
Director of Field
None
$108,061$0$715$0$108,776
I
Schedule 15
Representational Activities
99 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
1 % Schedule 19
Administration
A
B
C
Iung ,  Karen  
Accounting Staff
None
$82,483$0$637$0$83,120
I
Schedule 15
Representational Activities
1 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
99 % Schedule 19
Administration
A
B
C
Kargman ,  Kimberly   B
Deputy Political Director
None
$46,428$0$1,329$0$47,757
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
100 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Kenney ,  Courtney   E
Internal Organizer
None
$84,668$0$1,766$0$86,434
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Kirby ,  Raya  
Field Representative
None
$79,335$0$1,330$0$80,665
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Kluever ,  Lorelei  
Lead Organizer
None
$56,761$0$0$0$56,761
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
LeGrand ,  Darleen  
Director of Finance & HR
None
$102,555$0$1,200$0$103,755
I
Schedule 15
Representational Activities
1 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
99 % Schedule 19
Administration
A
B
C
Levinsky ,  Jerrold   S
Internal Organizer
None
$91,842$0$1,064$0$92,906
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Lindgren ,  Kerstin   R
Strategic Org Researcher
None
$90,728$0$1,105$0$91,833
I
Schedule 15
Representational Activities
99 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Lugo ,  Maryluz  
Director of MARC
None
$102,702$0$0$0$102,702
I
Schedule 15
Representational Activities
99 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Lui ,  Joyce   M
Accounting Staff
None
$86,089$0$692$0$86,781
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
99 % Schedule 19
Administration
A
B
C
Maldonado ,  Marangely  
Internal Organizer
None
$65,285$0$100$0$65,385
I
Schedule 15
Representational Activities
99 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Mcdonald ,  Jynai  
FCC Childcare Coordinator
None
$76,555$0$67$0$76,622
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Meth ,  Miles   J
External Organizer
None
$79,822$0$5,587$0$85,409
I
Schedule 15
Representational Activities
99 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Moskowitz ,  Ruth  
Field Representative
None
$38,380$0$0$0$38,380
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Nebus ,  Robert   T
Internal Organizer
None
$87,347$0$1,001$0$88,348
I
Schedule 15
Representational Activities
99 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Oneil ,  Nicole   M
Receptionist
None
$24,487$0$96$0$24,583
I
Schedule 15
Representational Activities
3 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
93 % Schedule 19
Administration
3 %
A
B
C
Oreilly ,  Madeline   K
Deputy Director of Comm
None
$91,637$0$847$0$92,484
I
Schedule 15
Representational Activities
1 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
98 % Schedule 19
Administration
A
B
C
Page ,  Richard   L
Lead Organizer
None
$91,979$0$3,242$0$95,221
I
Schedule 15
Representational Activities
98 % Schedule 16
Political Activities and Lobbying
2 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Peterson ,  Nicole  
External Organizer
None
$13,054$0$337$0$13,391
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Piccirillo ,  Megan  
Communications Director
None
$103,958$0$744$0$104,702
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
98 % Schedule 19
Administration
1 %
A
B
C
Pigott ,  Michael   J
Organ Campaign Data Spec
None
$76,275$0$782$0$77,057
I
Schedule 15
Representational Activities
99 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Reynoso ,  Ricardo   S
Field Representative
None
$82,100$0$0$0$82,100
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Rivera ,  Santiago  
Internal Organizer
None
$54,392$0$0$0$54,392
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Rodriguez ,  Jillian   K
Admin Support Specialist
None
$70,070$0$257$0$70,327
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
98 % Schedule 19
Administration
2 %
A
B
C
Santos ,  Andrew   M
Date & Membership Coord
None
$98,967$0$87$0$99,054
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
99 % Schedule 19
Administration
A
B
C
Scurio ,  Catherine  
Member Specialist
None
$56,218$0$240$0$56,458
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
Shea ,  Katherine   D
Legal Counsel
None
$102,007$0$362$0$102,369
I
Schedule 15
Representational Activities
42 % Schedule 16
Political Activities and Lobbying
7 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
22 % Schedule 19
Administration
29 %
A
B
C
Shepard-Blue ,  Lara  
External Organizer
None
$48,468$0$0$0$48,468
I
Schedule 15
Representational Activities
99 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Smith ,  Rachel   M
Internal Organizer
None
$67,061$0$308$0$67,369
I
Schedule 15
Representational Activities
99 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Tejeda ,  Alejandria   I
Childcare Coordinator
None
$96,216$0$1,959$0$98,175
I
Schedule 15
Representational Activities
99 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Thenor-Louis ,  Marie Joanne  
External Organizer
None
$88,325$0$411$0$88,736
I
Schedule 15
Representational Activities
99 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Thomas ,  Pamela  
MassHealth Regional VP
None
$39,731$0$4,977$0$44,708
I
Schedule 15
Representational Activities
93 % Schedule 16
Political Activities and Lobbying
7 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Uehlinger ,  Jeffrey   W
External Organizer
None
$84,936$0$0$0$84,936
I
Schedule 15
Representational Activities
99 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Wyckoff ,  Lynne   E
Internal Organizer
None
$63,223$0$1,945$0$65,168
I
Schedule 15
Representational Activities
99 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$50,756$9,166$59,922
I Schedule 15
Representational Activities
5 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
45 % Schedule 19
Administration
50 %
Total Employee Disbursements$5,279,847$0$82,522$0$5,362,369
Less Deductions    $1,318,981
Net Disbursements    $4,043,388
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 511-865

Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members (Total of all lines above) 16,855 
Agency Fee Payers*314
Total Members/Fee Payers17,169 
*Agency Fee Payers are not considered members of the labor organization.
Regular - Full Dues15,707Yes
Retired60Yes
Regular - New Members1,067No
Regular - Charitable21No
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 511-865

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$1,274,682
2. Named Payer Non-itemized Receipts$4,007
3. All Other Receipts$3,259
4. Total Receipts$1,281,948
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$10,000
2. Named Payee Non-itemized Disbursements$0
3. To Officers$24
4. To Employees$1,107
5. All Other Disbursements$44,419
6. Total Disbursements$55,550
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$502,721
2. Named Payee Non-itemized Disbursements$150,357
3. To Officers$282,774
4. To Employees$3,742,796
5. All Other Disbursements$68,053
6. Total Disbursements$4,746,701
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$454,898
2. Named Payee Non-itemized Disbursements$414,239
3. To Officers$89,118
4. To Employees$1,170,843
5. All Other Disbursements$71,775
6. Total Disbursements$2,200,873
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$401,500
2. Named Payee Non-itemized Disbursements$11,721
3. To Officers$24,742
4. To Employees$337,143
5. All Other Disbursements$45,394
6. Total Disbursements$820,500
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$118,896
2. Named Payee Non-itemized Disbursements$40,858
3. To Officers$218,756
4. To Employees$110,479
5. All Other Disbursements$15,035
6. Total Disbursements$504,024
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 511-865

Name and Address
(A)
Bank of America
15019

Wilmington
DE
19886-5019
Type or Classification
(B)
Credit Card Reward
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,033
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,033
Credit Card Reward06/10/2022$10,033
Name and Address
(A)
Commonwealth of Massachusetts

305 South Street
Jamaica Plain
MA
02130
Type or Classification
(B)
Grant
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$1,000,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$1,000,000
Grant - Childcare Healthcare Fund03/23/2022$1,000,000
Name and Address
(A)
Commonwealth of Massachusetts Department of Rev
7000

Boston
MA
02204
Type or Classification
(B)
Tax Credit
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,124
Total Non-Itemized Transactions with this Payee/Payer$4,007
Total of All Transactions with this Payee/Payer for This Schedule$9,131
Covid Tax Credit05/03/2022$5,124
Name and Address
(A)
International SEIU #1

1313 L Street NW
Washington
DC
20005
Type or Classification
(B)
Per Capita Tax Rebate
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$86,408
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$86,408
Per Capita Tax Rebate01/07/2022$7,844
Per Capita Tax Rebate02/11/2022$7,437
Per Capita Tax Rebate03/11/2022$8,068
Per Capita Tax Rebate04/15/2022$7,220
Per Capita Tax Rebate05/13/2022$7,838
Per Capita Tax Rebate06/17/2022$7,914
Per Capita Tax Rebate07/15/2022$7,133
Per Capita Tax Rebate08/12/2022$6,354
Per Capita Tax Rebate09/02/2022$5,745
Per Capita Tax Rebate10/12/2022$6,529
Per Capita Tax Rebate11/14/2022$7,466
Per Capita Tax Rebate12/09/2022$6,860
Name and Address
(A)
International SEIU #2

1313 L Street NW
Washington
DC
20005
Type or Classification
(B)
Grant
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$40,617
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$40,617
Grant - Together We Rise11/29/2022$40,617
Name and Address
(A)
International SEIU #3

1313 L Street NW
Washington
DC
20005
Type or Classification
(B)
Grant
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$87,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$87,500
Grant - Fueling Victories06/16/2022$12,500
Grant - Fueling Victories07/08/2022$12,500
Grant - Fueling Victories08/12/2022$12,500
Grant - Fueling Victories09/02/2022$12,500
Grant - Fueling Victories10/07/2022$12,500
Grant - Fueling Victories11/04/2022$12,500
Grant - Fueling Victories12/06/2022$12,500
Name and Address
(A)
SEIU Mass State Council

145 Tremont Street
Boston
MA
02111
Type or Classification
(B)
MPO Campaign Contribution
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$45,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$45,000
Campaign Contribution08/01/2022$45,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 511-865

Name and Address
(A)
American Arbitration Association

120 Broadway, 21st Floor
New York
NY
10271
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$9,525
Total of All Transactions with this Payee/Payer for This Schedule$9,525
Name and Address
(A)
Carina

215 Columbia Street
Seattle
WA
98104
Type or Classification
(B)
Software Support
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,500
Total of All Transactions with this Payee/Payer for This Schedule$6,500
Name and Address
(A)
Harvey M. Shrage

785 Williams Street
Longmeadow
MA
01106
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$10,290
Total of All Transactions with this Payee/Payer for This Schedule$10,290
Name and Address
(A)
Human Resource Concepts

111 Charles Street
Manchester
NH
03109
Type or Classification
(B)
Professional Fees
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,303
Total Non-Itemized Transactions with this Payee/Payer$20,432
Total of All Transactions with this Payee/Payer for This Schedule$26,735
Professional Fees03/01/2022$6,303
Name and Address
(A)
Image Pointe
657

Waterloo
IA
50704-0657
Type or Classification
(B)
Promotional Supplies
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,964
Total of All Transactions with this Payee/Payer for This Schedule$7,964
Name and Address
(A)
James M. Litton, Esq.

38 Gray Street
Boston
MA
02116
Type or Classification
(B)
Arbitration
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,500
Arbitration07/28/2022$7,500
Name and Address
(A)
Marc D. Greenbaum

239 Sea Road Unit 16
Kennebunk
ME
04043
Type or Classification
(B)
Arbitration
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$16,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$16,000
Arbitration04/11/2022$5,500
Arbitration07/28/2022$5,000
Arbitration08/31/2022$5,500
Name and Address
(A)
Mass Mutual Center

1277 Main Street
Springfield
MA
01103
Type or Classification
(B)
Rental
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$16,842
Total Non-Itemized Transactions with this Payee/Payer$1,349
Total of All Transactions with this Payee/Payer for This Schedule$18,191
Function Room Rental06/14/2022$5,250
Function Room Rental08/25/2022$5,250
Function Room Rental10/03/2022$6,342
Name and Address
(A)
Pyle, Rome & Ehrenberg P.C.

18 Tremont Street
Boston
MA
02108
Type or Classification
(B)
Legal Services
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$434,717
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$434,717
Legal Services02/03/2022$36,967
Legal Services03/03/2022$39,775
Legal Services03/31/2022$39,775
Legal Services05/05/2022$39,775
Legal Services06/09/2022$39,775
Legal Services07/07/2022$39,775
Legal Services08/04/2022$39,775
Legal Services09/08/2022$39,775
Legal Services10/06/2022$39,775
Legal Services11/23/2022$39,775
Legal Services12/01/2022$39,775
Name and Address
(A)
SEIU International

1800 Massachusetts Ave NW
Washington
DC
20036
Type or Classification
(B)
Research
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,000
Total Non-Itemized Transactions with this Payee/Payer$4,800
Total of All Transactions with this Payee/Payer for This Schedule$10,800
Research03/01/2022$6,000
Name and Address
(A)
Standard Modern Company

47 Pleasant Street
Brockton
MA
02301
Type or Classification
(B)
Printing & Postage
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,959
Total Non-Itemized Transactions with this Payee/Payer$1,837
Total of All Transactions with this Payee/Payer for This Schedule$11,796
Printing & Postage05/20/2022$9,959
Name and Address
(A)
Tammy Brynie, Esq.

361 Wolcott Street
Newton
MA
02466
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$9,900
Total of All Transactions with this Payee/Payer for This Schedule$9,900
Name and Address
(A)
Winmill Software, Inc.

420 Lexington Avenue
New York
NY
10170
Type or Classification
(B)
IT Hosting
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,400
Total Non-Itemized Transactions with this Payee/Payer$52,760
Total of All Transactions with this Payee/Payer for This Schedule$58,160
IT Hosting01/31/2022$5,400
Name and Address
(A)
Woodward Consulting, LLC

528 Merrimac Street
Newburyport
MA
01950
Type or Classification
(B)
Consulting
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
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 511-865

Name and Address
(A)
CinCon Group

1655 Mesa Verde Ave, St 18
Ventura
CA
93003
Type or Classification
(B)
Consulting
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$42,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$42,000
Consulting01/31/2022$7,000
Consulting02/28/2022$7,000
Consulting03/31/2022$7,000
Consulting06/30/2022$14,000
Consulting08/05/2022$7,000
Name and Address
(A)
Fair Share Massachusetts
15

Boston
MA
02137
Type or Classification
(B)
Contribution
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$9,500
Contribution12/27/2022$9,500
Name and Address
(A)
Raise Up Massachusetts 2022
15

Boston
MA
02137
Type or Classification
(B)
Contribution
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$200,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$200,000
Contribution02/23/2022$100,000
Contribution03/03/2022$100,000
Name and Address
(A)
Standard Modern Company

47 Pleasant Street
Brockton
MA
02301
Type or Classification
(B)
Printing & Postage
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,455
Total of All Transactions with this Payee/Payer for This Schedule$5,455
Name and Address
(A)
The Chick Montana Group, LLC

202 Bonham Road
Dedham
MA
02026
Type or Classification
(B)
Consulting
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,266
Total of All Transactions with this Payee/Payer for This Schedule$6,266
Name and Address
(A)
Work and Family Mobility

202 Bonham Road
Dedham
MA
02026
Type or Classification
(B)
Contribution
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$150,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$150,000
Contribution09/19/2022$150,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 511-865

Name and Address
(A)
Mass Alliance

8 Beacon Street
Boston
MA
02108
Type or Classification
(B)
Contribution
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
Contribution05/12/2022$10,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 511-865

Name and Address
(A)
1275 LLC

73 State Street
Springfield
MA
01103
Type or Classification
(B)
Rent
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$43,498
Total of All Transactions with this Payee/Payer for This Schedule$43,498
Name and Address
(A)
ADP, Inc.

501 Boylston Street
Boston
MA
02116
Type or Classification
(B)
Payroll
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$16,233
Total of All Transactions with this Payee/Payer for This Schedule$16,233
Name and Address
(A)
Affiliated News Services LLC

568 Washington Street, Suit
Wellesley
MA
02482
Type or Classification
(B)
News Subscription
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,736
Total of All Transactions with this Payee/Payer for This Schedule$5,736
Name and Address
(A)
AT&T Mobility
6463

Carol Stream
IL
60197
Type or Classification
(B)
Mobile Phone Company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$45,442
Total of All Transactions with this Payee/Payer for This Schedule$45,442
Name and Address
(A)
BPR 293 Equity Partners, LLC

150 E 58th Street
New York
NY
10155
Type or Classification
(B)
Rent
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$336,459
Total Non-Itemized Transactions with this Payee/Payer$23,428
Total of All Transactions with this Payee/Payer for This Schedule$359,887
Rent01/01/2022$27,405
Rent02/01/2022$27,405
Rent03/01/2022$27,406
Rent04/01/2022$27,406
Rent05/01/2022$28,355
Rent06/01/2022$28,355
Rent07/01/2022$28,355
Rent08/01/2022$28,355
Rent09/01/2022$28,355
Rent10/01/2022$28,354
Rent11/01/2022$28,354
Rent12/01/2022$28,354
Name and Address
(A)
Constant Contact

1601 Trapelo Road
Waltham
MA
02451
Type or Classification
(B)
Telecommunications
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,535
Total of All Transactions with this Payee/Payer for This Schedule$8,535
Name and Address
(A)
Do Big Things, LLC
128

Mill Valley
CA
94942
Type or Classification
(B)
Website Hosting/Maintenance
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,125
Total of All Transactions with this Payee/Payer for This Schedule$6,125
Name and Address
(A)
Emburse Inc
780965

Philadelphia
PA
19178
Type or Classification
(B)
Expense Reimbursement
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$18,240
Total of All Transactions with this Payee/Payer for This Schedule$18,240
Name and Address
(A)
Google

1600 Amphitheatre Parkway
Mountain View
CA
94043
Type or Classification
(B)
Data Storage
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$18,549
Total of All Transactions with this Payee/Payer for This Schedule$18,549
Name and Address
(A)
Human Resource Concepts

111 Charles Street
Manchester
NH
03109
Type or Classification
(B)
Professional Fees
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,817
Total of All Transactions with this Payee/Payer for This Schedule$10,817
Name and Address
(A)
Konica Minolta

21146 Network Place
Chicago
IL
60673
Type or Classification
(B)
Equipment Maintenance
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$25,500
Total of All Transactions with this Payee/Payer for This Schedule$25,500
Name and Address
(A)
Konica Minolta Business Solutions USA
39000

San Francisco
CA
94139
Type or Classification
(B)
IT Services
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$36,480
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$36,480
IT Services07/01/2022$6,080
IT Services08/01/2022$6,080
IT Services09/01/2022$6,080
IT Services10/19/2022$6,080
IT Services11/01/2022$6,080
IT Services12/02/2022$6,080
Name and Address
(A)
Miles Technologies

71 Commercial St. Suite 214
Boston
MA
02109
Type or Classification
(B)
IT Services
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$30,142
Total of All Transactions with this Payee/Payer for This Schedule$30,142
Name and Address
(A)
Oracle America, Inc.

1 Main Street
Cambridge
MA
02142
Type or Classification
(B)
Software Support
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,425
Total Non-Itemized Transactions with this Payee/Payer$39,323
Total of All Transactions with this Payee/Payer for This Schedule$45,748
Software Support08/01/2022$6,425
Name and Address
(A)
Purchase Power
371874

Pittsburgh
PA
15250
Type or Classification
(B)
Postage and Office Equipment
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$29,572
Total of All Transactions with this Payee/Payer for This Schedule$29,572
Name and Address
(A)
SEIU Mass State Council

145 Tremont Street
Boston
MA
02111
Type or Classification
(B)
Rent
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$42,000
Total of All Transactions with this Payee/Payer for This Schedule$42,000
Name and Address
(A)
Standard Modern Company

47 Pleasant Street
Brockton
MA
02301
Type or Classification
(B)
Printing & Postage
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$2,823
Total of All Transactions with this Payee/Payer for This Schedule$2,823
Name and Address
(A)
Union Insurance Group

303 W. Erie Street #310
Chicago
IL
60654
Type or Classification
(B)
Union Insurance
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$75,534
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$75,534
Insurance01/01/2022$6,013
Insurance02/01/2022$6,013
Insurance03/01/2022$6,013
Insurance04/01/2022$6,012
Insurance05/01/2022$6,276
Insurance06/01/2022$6,276
Insurance07/01/2022$6,276
Insurance08/01/2022$6,275
Insurance09/01/2022$6,340
Insurance10/01/2022$6,340
Insurance11/01/2022$6,850
Insurance12/01/2022$6,850
Name and Address
(A)
Verizon
15124

Albany
NY
12212
Type or Classification
(B)
Phone Company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$30,361
Total of All Transactions with this Payee/Payer for This Schedule$30,361
Name and Address
(A)
W.B. Mason

647 Summer Street
Boston
MA
02210
Type or Classification
(B)
Office Supplies
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,389
Total of All Transactions with this Payee/Payer for This Schedule$10,389
Name and Address
(A)
ZOOM

55 Almaden Boulevard
San Jose
CA
95113
Type or Classification
(B)
Telecommunications
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,526
Total of All Transactions with this Payee/Payer for This Schedule$7,526
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 511-865

Name and Address
(A)
Election America, Inc.

155 Mineola Blvd
Mineola
NY
11501
Type or Classification
(B)
Mailing & Printing
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$16,905
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$16,905
Mailing & Printing02/18/2022$10,802
Mailing & Printing03/28/2022$6,103
Name and Address
(A)
Excel Linguistics LLC

38322 Tee Time Road
Dade City
IL
33525
Type or Classification
(B)
Consultant
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,260
Total Non-Itemized Transactions with this Payee/Payer$26,811
Total of All Transactions with this Payee/Payer for This Schedule$47,071
Translation06/30/2022$5,427
Translation10/31/2022$14,833
Name and Address
(A)
Manzi & Associates, LLC

855 Turnpike Street
North Andover
MA
01845
Type or Classification
(B)
Accounting
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$37,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$37,500
Audit12/29/2022$37,500
Name and Address
(A)
MK Election Services LLC

441 42nd Street
Pittsburgh
PA
15201
Type or Classification
(B)
Election Services
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$44,231
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$44,231
Election Services12/20/2022$44,231
Name and Address
(A)
Standard Modern Company

47 Pleasant Street
Brockton
MA
02301
Type or Classification
(B)
Printing & Postage
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$14,047
Total of All Transactions with this Payee/Payer for This Schedule$14,047
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 511-865

Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$2,634,960
Health InsuranceHarvard Pilgrim Health Care$1,114,817
Pension BenefitsSEIU International Pension Fund$1,003,802
Member Benefits/ReimbursementsHuman Resource Concepts$255,554
Life InsuranceSymetra Life Insurance Company$128,700
Dental InsuranceBlue Cross Blue Shield$72,875
Workers Compensation InsuranceUnion Insurance Group$28,380
Life, Accidental Death, STD and LTDBoston Mutual Life Inc.$27,832
Student Loan PaymentsMembers and Beneficiaries$3,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 511-865


Question 10: Massachusetts Public Employees Fund, P.O. Box 3319, Peabody, MA. To provide dental and vision care to all Commonwealth of Massachusetts employees. The financial condition and operations are not included in this report. SEIU Local 509 - Commonwealth Human Service Workers and Educators Training and Professional Development Fund, 293 Boston Post Road, Marlborough, MA 01752. To create high value professional development to benefit all bargaining unit members.

Question 11(a):

Question 11(a): : : : : SEIU Local Cope, MA Workpapers CPF #80224

Question 12: Annual audit certified by public accountants, Manzi & Associates, LLC.

Schedule 13, Row1:

Schedule 13, Row1::Full paying dues members with voting rights

Schedule 13, Row1:

Schedule 13, Row1::

Schedule 13, Row2:

Schedule 13, Row2::Retiree full dues and retirees dues paying members with voting rights

Schedule 13, Row2:

Schedule 13, Row2::

Schedule 13, Row3:

Schedule 13, Row3::New members not paying dues, no voting rights

Schedule 13, Row3:

Schedule 13, Row3::

Schedule 13, Row4:

Schedule 13, Row4:Does not pay dues, pays a charity the dues amount and no voting rights

Schedule 13, Row4:

Schedule 13, Row4::

General Information:

Page 2 Item 14: The current policy covers the period of April 1, 2020 through April 1, 2023. The amount listed in item 14 is the coverage provided by the safety net rider included in this policy. The certificate of coverage adjusts the coverage amount automatically with this statement: "This amount is based on 10% of the amount of funds handled at the time a loss is discovered as determined by the latest Form LM-2 report or latest financial statements up to the maximum of $500,000 per person." Based on 2022 calculations, the safety net rider maximum coverage amount is $2,814,103.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)