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: 08-31-2016
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
544-070
2. PERIOD COVERED
From01/01/2013
Through12/31/2013
3. (a) AMENDED - Is this an amended report:
No
(b) HARDSHIP - Filed under the hardship procedures:
No
(c) TERMINAL - This is a terminal report:No
4. AFFILIATION OR ORGANIZATION NAME
WORKERS UNITED, SEIU
5. DESIGNATION (Local, Lodge, etc.)
NATIONAL HEADQUARTERS
6. DESIGNATION NBR

7. UNIT NAME (if any)

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

Number and Street
12 WEST 31ST STREET, 12TH FLOOR
City
NEW YORK
State
NY
ZIP Code + 4
10001


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:Noel E BeasleyPRESIDENT71. SIGNED:Edgar RomneySECRETARY-TREASURER
Date:Mar 31, 2014Telephone Number:312-738-6213Date:Mar 31, 2014Telephone Number:212-895-4660
Form LM-2 (Revised 2010)
ITEMS 10 THROUGH 21 FILE NUMBER: 544-070
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?$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?No
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?Yes
19. What is the date of the labor organization's next regular election of officers?03/2017
20. How many members did the labor organization have at the end of the reporting period?85,965
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees2perMonth00
(b) Working Dues/Fees0perMonth00
(c) Initiation Fees0perMonth00
(d) Transfer Fees0perMonth00
(e) Work Permits0perMonth00

Form LM-2 (Revised 2010)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 544-070

ASSETS
ASSETS Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash $205,017$20,303
23. Accounts Receivable1$5,291,454$5,285,762
24. Loans Receivable2$691,108$691,108
25. U.S. Treasury Securities $0$0
26. Investments5$141,456,155$127,175,514
27. Fixed Assets6$18,597$17,913
28. Other Assets7$228,457$162,045
29. TOTAL ASSETS $147,890,788$133,352,645

LIABILITIES
LIABILITIES Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable8$2,257,978$3,032,570
31. Loans Payable9$20,504,595$16,707,535
32. Mortgages Payable $0$0
33. Other Liabilities10$3,873,786$1,722,890
34. TOTAL LIABILITIES $26,636,359$21,462,995
35. NET ASSETS$121,254,429$111,889,650
Form LM-2 (Revised 2010)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 544-070

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $2,948
37. Per Capita Tax $237,685
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $0
41. Dividends $13,283
42. Rents $0
43. Sale of Investments and Fixed Assets3$100,000
44. Loans Obtained9$0
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $51,862
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$3,026,579
49. TOTAL RECEIPTS $3,432,357
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$495,467
51. Political Activities and Lobbying16$259,723
52. Contributions, Gifts, and Grants17$136,897
53. General Overhead18$1,334,913
54. Union Administration19$483,657
55. Benefits20$731,167
56. Per Capita Tax $18,599
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$6,100
61. Loans Made2$0
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $51,862
64. On Behalf of Individual Members $0
65. Direct Taxes $99,369
  
66. Subtotal $3,617,754
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$373,379  
  67b. Less Total Disbursed$372,696  
  67c. Total Withheld But Not Disbursed $683
68. TOTAL DISBURSEMENTS $3,617,071
Form LM-2 (Revised 2010)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 544-070

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$5,227,478$8,889$4,945,318$21,616
Totals from all other accounts receivable$58,284$457$2,444$5,119
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $5,285,762$9,346$4,947,762$26,735
ALICO$19,784$0$19,784$6,830
Chicago & Midwest Regional Joint Board$2,433,722$0$2,433,722$0
Concilio de Locales de Puerto Rico$24,274$0$24,274$0
Laundry, Dry Cleaning & Allied Workers Joint Board$23,287$0$23,287$0
Laundry, Distribution & Food Service Joint Board$1,950$0$0$13,152
New York Metropolitan Area Joint Board$123,211$0$122,911$150
Pennsylvania Joint Board$207,387$0$206,487$150
Philadelphia Joint Board$505,784$0$505,784$0
SEIU$279,824$407$28,013$609
Southern Regional Joint Board$234,669$8,482$218,087$725
Southwest Regional Joint Board$193,381$0$193,381$0
Western States Regional Joint Board$1,094,929$0$1,094,929$0
Quebec Council Workers United/SEIU Local 800$85,276$0$74,659$0
Form LM-2 (Revised 2010)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 544-070

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 regarless 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$691,108$0$0$0$691,108
Totals will be automatically entered in... Item 24
Column (A)
Item 61Item 45 Item 69
with Explanation
Item 24
Column (B)
Name: Philadelphia??Joint??Board
Purpose: Assistance
Security: None
Terms of Repayment: On??Demand
$335,000$0$0$0$335,000
Name: New??York??Metropolitan??Area??JB
Purpose: Assistance
Security: None
Terms of Repayment: On??Demand
$342,521$0$0$0$342,521
Name: Southwest??Regional??Joint??Board
Purpose: Assistance
Security: None
Terms of Repayment: On??Demand
$13,587$0$0$0$13,587
Form LM-2 (Revised 2010)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 544-070

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$100,000$100,000$100,000$100,000
AM Erin Partners$100,000$100,000$100,000$100,000
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$100,000
Form LM-2 (Revised 2010)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 544-070

Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total of all lines above$6,100$6,100$6,100
Computer Software$6,100$6,100$6,100
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$6,100
Form LM-2 (Revised 2010)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 544-070

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$144,973,449
E. Total Book Value$127,175,514
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.  
  • Amalgamated Bank Common A Stock
$113,370,317
  • AREMCO Senior Preferred D Stock
$12,200,000
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $127,175,514
Form LM-2 (Revised 2010)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 544-070

Description
(A)
Cost or Other Basis
(B)
Total Depreciation or
Amount Expensed
(C)
Book Value
(D)
Value
(E)
A. Land (give location)$0 $0$0
B. Buildings (give location)$0$0$0$0
C. Automobiles and Other Vehicles
D. Office Furniture and Equipment$19,348$8,892$10,457$10,457
E. Other Fixed Assets$43,830$36,373$7,456$7,456
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $63,178$45,265$17,913$17,913
Form LM-2 (Revised 2010)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 544-070

Description
(A)
Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $162,045
Prepaid Expense$3,843
Prepaid Insurance$46,662
Advances$55,190
Deposits$2,350
Rent Security$54,000
Form LM-2 (Revised 2010)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 544-070

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$2,845,513$68,039$2,680,709$19,764
Total from all other accounts payable$187,057$0$0$2,686
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $3,032,570$68,039$2,680,709$22,450
BDO$322,341$0$322,341$0
Richard Bensinger$14,703$0$14,703$0
Butzel Long Tighe Patton PLLC$72,000$0$72,000$0
Chicago & Midwest Regional Joint Board$754,377$54,333$633,620$1,264
Concilio De Locales De Puerto Rico$6,786$0$6,786$0
Hyatt Regency Milwaukee$0$0$0$18,500
Kennedy, Jennik & Murray, P.C.$267,776$11,295$226,157$0
Laundry, Dry Cleaning & Allied Workers Joint Board$13,112$0$13,112$0
Metropolitan Distribution & Trucking Joint Board$8,687$0$8,687$0
Mid-Atlantic Regional Joint Board$46,569$0$46,569$0
New York Metropolitan Area Joint Board$14,506$0$14,506$0
New York-New Jersey Regional Joint Board$80,559$0$80,559$0
Paul, Weiss, Rifkind, Wharton & Garrison LLP$67,494$0$67,494$0
Pennsylvania Joint Board$50,318$0$50,318$0
Philadelphia Joint Board$163,171$2,411$160,760$0
SEIU$182,676$0$182,676$0
Southern Regional Joint Board$354,948$0$354,948$0
Southwest Regional Joint Board$46,939$0$46,922$0
Western States Regional Joint Board$168,861$0$168,861$0
Workers United Canada Council$175,491$0$175,491$0
Quebec Council Workers United/SEIU Local 800$34,199$0$34,199$0
Form LM-2 (Revised 2010)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 544-070

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$20,504,595$0$0$3,797,060$16,707,535
Totals will be automatically entered in... Item 31
Column (C)
Item 44Item 62 Item 69
with Explanation
Item 31
Column (D)
SEIU$20,504,595$0$0$3,797,060$16,707,535
Form LM-2 (Revised 2010)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 544-070

Description
(A)
Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $1,722,890
Accrued Vacation Pay$45,592
Accrued Expenses$85,000
Payroll Deductions Payable$837
Post Retirement Benefit Liability$1,591,461
Form LM-2 (Revised 2010)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 544-070

(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
Beasley ,  Noel  
President
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
30 % Schedule 16
Political Activities and Lobbying
5 % Schedule 17
Contributions
2 % Schedule 18
General Overhead
45 % Schedule 19
Administration
18 %
A
B
C
Romney ,  Edgar  
Secretary-Treasurer
C
$190,631$5,204$31,930$2,145$229,910
I
Schedule 15
Representational Activities
40 % Schedule 16
Political Activities and Lobbying
15 % Schedule 17
Contributions
15 % Schedule 18
General Overhead
5 % Schedule 19
Administration
25 %
A
B
C
Fowlie ,  Barry  
Executive Vice President
C
$0$0$5,671$0$5,671
I
Schedule 15
Representational Activities
80 % Schedule 16
Political Activities and Lobbying
5 % Schedule 17
Contributions
3 % Schedule 18
General Overhead
2 % Schedule 19
Administration
10 %
A
B
C
Fox ,  Lynne  
Executive Vice President
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
70 % Schedule 16
Political Activities and Lobbying
5 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
25 %
A
B
C
Melman ,  David  
Executive Vice President
N
$0$0$0$0$0
I
Schedule 15
Representational Activities
64 % Schedule 16
Political Activities and Lobbying
10 % Schedule 17
Contributions
1 % Schedule 18
General Overhead
0 % Schedule 19
Administration
25 %
A
B
C
Bock ,  Harold  
Vice President
P
$0$0$0$0$0
I
Schedule 15
Representational Activities
60 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
10 % Schedule 19
Administration
30 %
A
B
C
Bonadonna ,  Gary  
Vice President
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
50 % Schedule 16
Political Activities and Lobbying
15 % Schedule 17
Contributions
10 % Schedule 18
General Overhead
5 % Schedule 19
Administration
20 %
A
B
C
Brown ,  Clayola  
Vice President
C
$107,438$381$9,432$476$117,727
I
Schedule 15
Representational Activities
5 % Schedule 16
Political Activities and Lobbying
5 % Schedule 17
Contributions
50 % Schedule 18
General Overhead
0 % Schedule 19
Administration
40 %
A
B
C
Ecklund ,  Sandi  
Vice President
P
$0$0$0$0$0
I
Schedule 15
Representational Activities
10 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
90 %
A
B
C
Gunaratna ,  Vasantha  
Vice President
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
80 % Schedule 16
Political Activities and Lobbying
5 % Schedule 17
Contributions
3 % Schedule 18
General Overhead
2 % Schedule 19
Administration
10 %
A
B
C
Hervey ,  Billie   J
Vice President
C
$99,448$7,551$8,833$0$115,832
I
Schedule 15
Representational Activities
80 % Schedule 16
Political Activities and Lobbying
3 % Schedule 17
Contributions
2 % Schedule 18
General Overhead
0 % Schedule 19
Administration
15 %
A
B
C
Kelly ,  Julie  
Vice President
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
25 % Schedule 16
Political Activities and Lobbying
9 % Schedule 17
Contributions
1 % Schedule 18
General Overhead
10 % Schedule 19
Administration
55 %
A
B
C
Kerber ,  Christine  
Vice President
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
85 % Schedule 16
Political Activities and Lobbying
5 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
5 % Schedule 19
Administration
5 %
A
B
C
Larancuent ,  Wilfredo  
Vice President
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
85 % Schedule 16
Political Activities and Lobbying
5 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
5 % Schedule 19
Administration
5 %
A
B
C
Monje ,  Richard  
Vice President
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
63 % Schedule 16
Political Activities and Lobbying
5 % Schedule 17
Contributions
2 % Schedule 18
General Overhead
10 % Schedule 19
Administration
20 %
A
B
C
Raynor ,  Harris  
Vice President
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
10 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
89 %
A
B
C
St-Marseille ,  Claude  
Vice President
N
$0$0$0$0$0
I
Schedule 15
Representational Activities
80 % Schedule 16
Political Activities and Lobbying
5 % Schedule 17
Contributions
3 % Schedule 18
General Overhead
2 % Schedule 19
Administration
10 %
A
B
C
Vazquez ,  Cristina  
Vice President
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
50 % Schedule 16
Political Activities and Lobbying
5 % Schedule 17
Contributions
5 % Schedule 18
General Overhead
20 % Schedule 19
Administration
20 %
A
B
C
Wood ,  Teresa  
Vice President
N
$0$0$0$0$0
I
Schedule 15
Representational Activities
80 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
10 % Schedule 19
Administration
10 %
Total Officer Disbursements$397,517$13,136$55,866$2,621$469,140
Less Deductions    $150,655
Net Disbursements    $318,485
Form LM-2 (Revised 2010)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 544-070

(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
Alvarez ,  Yadhira  
Retiree Services Director
None
$75,704$0$11,247$0$86,951
I
Schedule 15
Representational Activities
5 % Schedule 16
Political Activities and Lobbying
45 % Schedule 17
Contributions
25 % Schedule 18
General Overhead
10 % Schedule 19
Administration
15 %
A
B
C
Correa ,  Lidia  
Retiree Services Aide
None
$11,232$0$0$0$11,232
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
Cruz ,  Laura   I
Business Agent
None
$55,000$0$76,274$0$131,274
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
Freeman ,  Robert  
Director of Finance
None
$84,211$0$5,239$0$89,450
I
Schedule 15
Representational Activities
18 % Schedule 16
Political Activities and Lobbying
25 % Schedule 17
Contributions
2 % Schedule 18
General Overhead
35 % Schedule 19
Administration
20 %
A
B
C
Garcia ,  Myra  
Operations Director
None
$76,166$0$763$0$76,929
I
Schedule 15
Representational Activities
5 % Schedule 16
Political Activities and Lobbying
2 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
85 % Schedule 19
Administration
8 %
A
B
C
Jackson ,  Antionette  
Retiree Services Aide
None
$9,156$0$4,629$0$13,785
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
95 % Schedule 19
Administration
5 %
A
B
C
Katz ,  Ira  
Associate General Counsel
None
$58,299$0$8,527$0$66,826
I
Schedule 15
Representational Activities
78 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
5 % Schedule 19
Administration
17 %
A
B
C
Leonard ,  Sonia  
Executive Secretary
None
$63,301$0$19$0$63,320
I
Schedule 15
Representational Activities
60 % Schedule 16
Political Activities and Lobbying
5 % Schedule 17
Contributions
1 % Schedule 18
General Overhead
10 % Schedule 19
Administration
24 %
A
B
C
Levinson ,  Mark  
Policy Director
None
$110,246$0$286$0$110,532
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
Patterson ,  William  
Director of Capital Strat
None
$49,993$0$0$0$49,993
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
Sokolovskaya ,  Faina  
Bookkeeper
None
$45,093$0$0$0$45,093
I
Schedule 15
Representational Activities
15 % Schedule 16
Political Activities and Lobbying
40 % Schedule 17
Contributions
5 % Schedule 18
General Overhead
30 % Schedule 19
Administration
10 %
A
B
C
Weinreich ,  Brenda  
Retiree Services Aide
None
$7,539$0$4,294$0$11,833
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
95 % Schedule 19
Administration
5 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$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
100 % Schedule 19
Administration
0 %
Total Employee Disbursements$645,940$0$111,278$0$757,218
Less Deductions    $222,724
Net Disbursements    $534,494
Form LM-2 (Revised 2010)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 544-070

Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members (Total of all lines above) 85,965 
Agency Fee Payers*58
Total Members/Fee Payers86,023 
*Agency Fee Payers are not considered members of the labor organization.
Members85,965Yes
Form LM-2 (Revised 2010)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 544-070

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$2,693,769
2. Named Payer Non-itemized Receipts$320,035
3. All Other Receipts$12,775
4. Total Receipts$3,026,579
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$95,838
4. To Employees$26,415
5. All Other Disbursements$14,644
6. Total Disbursements$136,897
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$27,467
3. To Officers$195,053
4. To Employees$252,449
5. All Other Disbursements$20,498
6. Total Disbursements$495,467
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$882,494
2. Named Payee Non-itemized Disbursements$128,980
3. To Officers$11,609
4. To Employees$214,156
5. All Other Disbursements$97,674
6. Total Disbursements$1,334,913
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$20,526
3. To Officers$44,132
4. To Employees$194,765
5. All Other Disbursements$300
6. Total Disbursement$259,723
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$129,153
2. Named Payee Non-itemized Disbursements$116,981
3. To Officers$122,511
4. To Employees$69,434
5. All Other Disbursements$45,578
6. Total Disbursements$483,657
Form LM-2 (Revised 2010)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 544-070

Name and Address
(A)
18 Washington Place Properties

18 Washington Place
Newark
NJ
07102
Type or Classification
(B)
Building Corp.
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,621
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$10,621
Reimburse For Insurance05/01/2013$10,621
Name and Address
(A)
A. Philip Randolph Institute

815 16th Street, N.W.
Washington
DC
20006
Type or Classification
(B)
Charitable Organization
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$143,067
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$143,067
Reimburse For Salary & Expenses01/25/2013$12,618
Reimburse For Salary & Expenses02/12/2013$10,454
Reimburse For Salary & Expenses02/28/2013$10,454
Reimburse For Salary & Expenses04/01/2013$13,141
Reimburse For Salary & Expenses04/01/2013$10,854
Reimburse For Salary & Expenses05/16/2013$10,780
Reimburse For Salary & Expenses06/03/2013$10,154
Reimburse For Salary & Expenses06/24/2013$12,437
Reimburse For Salary & Expenses07/22/2013$8,805
Reimburse For Salary & Expenses08/26/2013$9,801
Reimburse For Salary & Expenses09/20/2013$11,884
Reimburse For Salary & Expenses11/04/2013$9,801
Reimburse For Salary & Expenses12/02/2013$11,884
Name and Address
(A)
ALICO

333 Westchester Avenue
White Plains
NY
10604
Type or Classification
(B)
Insurance Company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$23,529
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$23,529
Reimburse For Salary & Expenses03/18/2013$23,529
Name and Address
(A)
Amalgamated Life & Health Insurance (Chicago)

333 South Ashland Avenue
Chicago
IL
60607
Type or Classification
(B)
Insurance Company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,110
Total Non-Itemized Transactions with this Payee/Payer$628
Total of All Transactions with this Payee/Payer for This Schedule$5,738
Reimburse For Insurance05/06/2013$5,110
Name and Address
(A)
Amalgamated National Health Fund

333 Westchester Avenue
White Plains
NY
10604
Type or Classification
(B)
Health & Welfare Fund
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$47,059
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$47,059
Reimburse For Salary & Expenses04/29/2013$5,882
Reimburse For Salary & Expenses06/03/2013$5,882
Reimburse For Salary & Expenses06/27/2013$5,882
Reimburse For Salary & Expenses08/01/2013$5,882
Reimburse For Salary & Expenses08/26/2013$5,882
Reimburse For Salary & Expenses10/07/2013$5,883
Reimburse For Salary & Expenses11/04/2013$5,883
Reimburse For Salary & Expenses12/02/2013$5,883
Name and Address
(A)
Change To Win

1900 L Street NW, Suite 900
Washington
DC
20036
Type or Classification
(B)
Labor Federation
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$66,262
Total Non-Itemized Transactions with this Payee/Payer$1,388
Total of All Transactions with this Payee/Payer for This Schedule$67,650
Reimburse For Salary & Expenses02/06/2013$19,489
Reimburse For Salary & Expenses02/06/2013$15,591
Reimburse For Salary & Expenses02/25/2013$15,591
Reimburse For Salary & Expenses04/08/2013$15,591
Name and Address
(A)
Chicago & Midwest Regional Joint Board

333 South Ashland Avenue
Chicago
IL
60607
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$85,081
Total Non-Itemized Transactions with this Payee/Payer$4,481
Total of All Transactions with this Payee/Payer for This Schedule$89,562
Reimburse For Insurance06/27/2013$28,078
Reimburse For Insurance06/27/2013$19,362
Reimburse For Insurance06/27/2013$9,953
Reimburse For Insurance07/18/2013$27,688
Name and Address
(A)
Crystal & Company

32 Old Slip
New York
NY
10005
Type or Classification
(B)
Insurance Agency
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$22,409
Total Non-Itemized Transactions with this Payee/Payer$3,359
Total of All Transactions with this Payee/Payer for This Schedule$25,768
Refund Insurance Premium03/18/2013$22,409
Name and Address
(A)
Laundry, Distribution & Food Service Joint Board

18 Washington Place
Newark
NJ
07102
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$24,742
Total Non-Itemized Transactions with this Payee/Payer$29,528
Total of All Transactions with this Payee/Payer for This Schedule$54,270
Reimburse For Insurance04/29/2013$6,990
Reimburse For Insurance08/26/2013$17,752
Name and Address
(A)
Local 50

527 South Harbor Boulevard
Anaheim
CA
92805
Type or Classification
(B)
Local Union
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$62,646
Total Non-Itemized Transactions with this Payee/Payer$24,476
Total of All Transactions with this Payee/Payer for This Schedule$87,122
Reimburse For Trusteeship Expenses08/21/2013$49,059
Reimburse For Trusteeship Expenses10/01/2013$6,732
Reimburse For Trusteeship Expenses10/22/2013$6,855
Name and Address
(A)
Mid-Atlantic Regional Joint Board

7-9 W. Mulberry Street
Baltimore
MD
21201
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,858
Total Non-Itemized Transactions with this Payee/Payer$15,203
Total of All Transactions with this Payee/Payer for This Schedule$21,061
Reimburse For Insurance06/21/2013$5,858
Name and Address
(A)
New York Metropolitan Area Joint Board

33 West 14th Street
New York
NY
10011
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,507
Total of All Transactions with this Payee/Payer for This Schedule$6,507
Name and Address
(A)
New York-New Jersey Regional Joint Board

18 Washington Place
Newark
NJ
07102
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,272
Total Non-Itemized Transactions with this Payee/Payer$12,434
Total of All Transactions with this Payee/Payer for This Schedule$24,706
Reimburse For Insurance04/29/2013$12,272
Name and Address
(A)
Pennsylvania Joint Board

1017 West Hamilton Street
Allentown
PA
18101
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,714
Total Non-Itemized Transactions with this Payee/Payer$16,888
Total of All Transactions with this Payee/Payer for This Schedule$24,602
Reimburse For Insurance06/17/2013$7,714
Name and Address
(A)
PHH Vehicle Management Services

940 Ridgebrook Road
Sparks
MD
21152
Type or Classification
(B)
Car Leasing Company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,948
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$11,948
Refund08/12/2013$11,948
Name and Address
(A)
Rocky Mountain Joint Board

12 West 31st Street, 12th F
New York
NY
10001
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$156,130
Total Non-Itemized Transactions with this Payee/Payer$5,883
Total of All Transactions with this Payee/Payer for This Schedule$162,013
Reimburse For Salary & Expenses04/11/2013$10,745
Reimburse For Salary & Expenses04/11/2013$9,418
Reimburse For Salary & Expenses04/30/2013$13,914
Reimburse For Salary & Expenses05/22/2013$12,387
Reimburse For Salary & Expenses06/12/2013$18,060
Reimburse For Salary & Expenses07/17/2013$12,735
Reimburse For Salary & Expenses08/09/2013$10,773
Reimburse For Salary & Expenses08/26/2013$14,345
Reimburse For Salary & Expenses10/22/2013$18,050
Reimburse For Salary & Expenses11/06/2013$13,046
Reimburse For Salary & Expenses11/20/2013$6,681
Reimburse For Salary & Expenses12/11/2013$15,976
Name and Address
(A)
SEIU

1800 Massachusetts Avenue N
Washington
DC
20036
Type or Classification
(B)
Labor Union
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$1,896,624
Total Non-Itemized Transactions with this Payee/Payer$188,473
Total of All Transactions with this Payee/Payer for This Schedule$2,085,097
Rebate Per Capita01/16/2013$119,483
Reimburse For Salary & Expenses02/15/2013$5,990
Reimburse For Salary & Expenses02/15/2013$5,950
Reimburse For Salary & Expenses02/15/2013$7,223
Reimburse For Salary & Expenses02/15/2013$7,263
Reimburse For Salary & Expenses02/15/2013$7,223
Rebate Per Capita02/15/2013$90,122
Reimburse For Salary & Expenses02/22/2013$5,836
Reimburse For Salary & Expenses03/18/2013$6,209
Rebate Per Capita03/18/2013$170,211
Rebate Per Capita04/12/2013$120,958
Rebate Per Capita05/10/2013$156,154
Reimburse For Salary & Expenses06/07/2013$5,950
Reimburse For Salary & Expenses06/07/2013$5,950
Reimburse For Salary & Expenses06/07/2013$7,223
Reimburse For Salary & Expenses06/07/2013$5,950
Rebate Per Capita06/14/2013$128,252
Reimburse For Salary & Expenses06/17/2013$17,574
Reimburse For Salary & Expenses06/17/2013$5,950
Reimburse For Salary & Expenses06/24/2013$7,520
Reimburse For Salary & Expenses06/24/2013$5,950
Reimburse For Salary & Expenses06/24/2013$7,223
Reimburse For Salary & Expenses06/24/2013$5,950
Reimburse For Salary & Expenses06/28/2013$5,950
Rebate Per Capita07/19/2013$108,927
Rebate Per Capita08/09/2013$145,300
Reimburse For Salary & Expenses08/16/2013$6,007
Reimburse For Salary & Expenses08/16/2013$6,007
Rebate Per Capita09/06/2013$101,432
Reimburse For Salary & Expenses09/20/2013$7,279
Rebate Per Capita10/04/2013$98,601
Reimburse For Salary & Expenses10/18/2013$6,007
Rebate Per Capita11/08/2013$153,108
Reimburse For Salary & Expenses11/22/2013$7,279
Rebate Per Capita11/22/2013$76,554
Rebate Per Capita12/06/2013$261,817
Reimburse For Salary & Expenses12/27/2013$6,242
Name and Address
(A)
Sidney Hillman Health Center Inc. (Chicago)

333 South Ashland Avenue
Chicago
IL
60607
Type or Classification
(B)
Health Center
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$18,657
Total Non-Itemized Transactions with this Payee/Payer$5,368
Total of All Transactions with this Payee/Payer for This Schedule$24,025
Reimburse For Insurance05/06/2013$9,337
Reimburse For Insurance06/24/2013$9,320
Name and Address
(A)
Southern Regional Joint Board

4405 Mall Blvd., Suite 600
Union City
GA
30291
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$22,462
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$22,462
Reimburse For Insurance02/26/2013$5,220
Reimburse For Insurance03/21/2013$5,365
Reimburse For Insurance08/19/2013$11,877
Name and Address
(A)
Western States Regional Joint Board

920 South Alvarado Street
Los Angeles
CA
90005
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$55,098
Total Non-Itemized Transactions with this Payee/Payer$2,185
Total of All Transactions with this Payee/Payer for This Schedule$57,283
Reimburse For Insurance01/18/2013$21,412
Reimburse For Insurance07/29/2013$7,675
Reimburse For Insurance08/19/2013$8,967
Reimburse For Insurance09/03/2013$17,044
Name and Address
(A)
Workers United Canada Council

317 Adelaide St., Ste 1005
Toronto, ON M5V 1P9
00
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$16,480
Total Non-Itemized Transactions with this Payee/Payer$3,234
Total of All Transactions with this Payee/Payer for This Schedule$19,714
Reimburse For Insurance03/11/2013$16,480
Form LM-2 (Revised 2010)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 544-070

Name and Address
(A)
American Airlines
619616

Dallas Fort Worth Airpo
TX
75261
Type or Classification
(B)
Airline
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,464
Total of All Transactions with this Payee/Payer for This Schedule$5,464
Name and Address
(A)
Budget Rent A Car

Six Sylvan Way
Parsippany
NJ
07054
Type or Classification
(B)
Car Rental
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,045
Total of All Transactions with this Payee/Payer for This Schedule$6,045
Name and Address
(A)
Delta Airlines
20706

Atlanta
GA
30320
Type or Classification
(B)
Airline
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,249
Total of All Transactions with this Payee/Payer for This Schedule$6,249
Name and Address
(A)
Southwest Airlines

2702 Love Field Drive
Dallas
TX
75235
Type or Classification
(B)
Airline
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,709
Total of All Transactions with this Payee/Payer for This Schedule$9,709
Form LM-2 (Revised 2010)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 544-070

Name and Address
(A)
SRG & Associates

10191 Simpson Lane
Burke
VA
22015
Type or Classification
(B)
Consultant
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$20,526
Total of All Transactions with this Payee/Payer for This Schedule$20,526
Form LM-2 (Revised 2010)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 544-070

There was no data found for this schedule.

SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 544-070

Name and Address
(A)
A. Philip Randolph Institute

815 16th Street, N.W.
Washington
DC
20006
Type or Classification
(B)
Charitable Organization
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,890
Total of All Transactions with this Payee/Payer for This Schedule$7,890
Name and Address
(A)
ADP, Inc.

11411 Red Run Blvd.
Owings Mills
MD
21117
Type or Classification
(B)
Payroll Service Provider
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,193
Total of All Transactions with this Payee/Payer for This Schedule$11,193
Name and Address
(A)
Affinia Manhattan

371 Seventh Avenue
New York
NY
10001
Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,888
Total of All Transactions with this Payee/Payer for This Schedule$6,888
Name and Address
(A)
Airtronics Air Conditioning Corp

208 East 51st St., Ste 203
New York
NY
10022
Type or Classification
(B)
HVAC Contractor
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,332
Total of All Transactions with this Payee/Payer for This Schedule$5,332
Name and Address
(A)
AliGraphics

333 Westchester Avenue
White Plains
NY
10604
Type or Classification
(B)
Printers
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,291
Total Non-Itemized Transactions with this Payee/Payer$1,441
Total of All Transactions with this Payee/Payer for This Schedule$6,732
Print New Constitutions12/10/2013$5,291
Name and Address
(A)
Amtrak

50 Massachusetts Avenue, NE
Washington
DC
20002
Type or Classification
(B)
Train
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,717
Total of All Transactions with this Payee/Payer for This Schedule$6,717
Name and Address
(A)
AT&T Mobility
9004

Carol Stream
IL
60197
Type or Classification
(B)
Cell Phone
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,791
Total of All Transactions with this Payee/Payer for This Schedule$12,791
Name and Address
(A)
BDO

100 Park Avenue
New York
NY
10017
Type or Classification
(B)
Accounting Firm
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$40,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$40,000
Audit Fees05/16/2013$10,000
Audit Fees10/08/2013$20,000
Audit Fees12/06/2013$10,000
Name and Address
(A)
Buck Consultants

Dept CH 14061
Palantine
IL
60055
Type or Classification
(B)
Actuary
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$47,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$47,000
Calculation Of Post Retirement Liability02/01/2013$23,500
Calculation Of Post Retirement Liability03/25/2013$23,500
Name and Address
(A)
Con Edison
1702

New York
NY
10116
Type or Classification
(B)
Electric Company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,705
Total of All Transactions with this Payee/Payer for This Schedule$6,705
Name and Address
(A)
Crystal & Company, Inc.

32 Old Slip
New York
NY
10005
Type or Classification
(B)
Insurance Agency
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$113,642
Total Non-Itemized Transactions with this Payee/Payer$18,800
Total of All Transactions with this Payee/Payer for This Schedule$132,442
Insurance01/23/2013$6,587
Insurance04/22/2013$34,892
Insurance04/26/2013$48,983
Insurance05/10/2013$16,585
Insurance12/17/2013$6,595
Name and Address
(A)
Elite Building Maintenance

220 5th Ave, Suite 1301
New York
NY
10001
Type or Classification
(B)
Cleaning Service
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,084
Total of All Transactions with this Payee/Payer for This Schedule$8,084
Name and Address
(A)
HRC Corp.

156 5th Avenue
New York
NY
10010
Type or Classification
(B)
Landlord
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$117,418
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$117,418
Rent For Office01/02/2013$9,200
Rent For Office02/01/2013$9,582
Rent For Office03/01/2013$9,390
Rent For Office04/01/2013$9,390
Rent For Office05/01/2013$9,390
Rent For Office06/03/2013$9,390
Rent For Office07/01/2013$14,126
Rent For Office08/01/2013$9,390
Rent For Office09/01/2013$9,390
Rent For Office10/01/2013$9,390
Rent For Office10/25/2013$9,390
Rent For Office12/02/2013$9,390
Name and Address
(A)
InfoLawGroup LLP

3147 S. Dallas Ct.
Denver
CO
80210
Type or Classification
(B)
Law Firm
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,962
Total Non-Itemized Transactions with this Payee/Payer$525
Total of All Transactions with this Payee/Payer for This Schedule$8,487
Legal Fees01/14/2013$7,962
Name and Address
(A)
Kennedy, Jennik & Murray, P.C.

113 University Pl, 7th Fl
New York
NY
10003
Type or Classification
(B)
Law Firm
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$95,238
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$95,238
Legal Fees05/16/2013$12,346
Legal Fees06/28/2013$11,872
Legal Fees08/29/2013$25,420
Legal Fees11/22/2013$8,765
Legal Fees11/22/2013$9,080
Legal Fees12/06/2013$12,755
Legal Fees12/06/2013$7,500
Legal Fees12/06/2013$7,500
Name and Address
(A)
Law Office Of Eric Facer, PLLC

1025 Connecticut Avenue NW
Washington
DC
20036
Type or Classification
(B)
Law Firm
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$19,086
Total of All Transactions with this Payee/Payer for This Schedule$19,086
Name and Address
(A)
Lowers & Associates

125 East Hirst Road, 3C
Purcellville
VA
20132
Type or Classification
(B)
Computer Consultant
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,052
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$11,052
Computer Consulting06/17/2013$11,052
Name and Address
(A)
PAETEC
1283

Buffalo
NY
14240
Type or Classification
(B)
Telephone
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,119
Total of All Transactions with this Payee/Payer for This Schedule$8,119
Name and Address
(A)
Premium Assignment Corporation
3100

Tallahassee
FL
32315
Type or Classification
(B)
Insurance Broker
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$439,639
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$439,639
Insurance01/02/2013$27,406
Insurance02/06/2013$6,587
Insurance02/20/2013$6,587
Insurance03/25/2013$6,587
Insurance05/01/2013$6,587
Insurance 05/10/2013$31,756
Insurance06/07/2013$6,587
Insurance06/07/2013$31,756
Insurance06/12/2013$10,716
Insurance06/17/2013$10,716
Insurance06/28/2013$6,587
Insurance06/28/2013$31,756
Insurance07/23/2013$10,716
Insurance08/05/2013$6,587
Insurance08/05/2013$31,756
Insurance08/20/2013$10,716
Insurance08/29/2013$6,587
Insurance08/29/2013$31,756
Insurance09/23/2013$6,587
Insurance09/23/2013$10,716
Insurance10/07/2013$31,756
Insurance10/25/2013$10,716
Insurance11/08/2013$6,587
Insurance11/08/2013$31,756
Insurance11/22/2013$10,716
Insurance12/06/2013$6,587
Insurance12/06/2013$31,756
Insurance12/17/2013$10,716
Name and Address
(A)
Sage

56 Technology Drive
Irvine
CA
92618
Type or Classification
(B)
Accounting Software
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,252
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,252
Software Support03/19/2013$5,252
Name and Address
(A)
Xerox Corporation
827598

Philadelphia
PA
19182
Type or Classification
(B)
Copier Lease
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$15,409
Total of All Transactions with this Payee/Payer for This Schedule$15,409
Form LM-2 (Revised 2010)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 544-070

Name and Address
(A)
AliGraphics

333 Westchester Avenue
White Plains
NY
10604
Type or Classification
(B)
Printer
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,268
Total Non-Itemized Transactions with this Payee/Payer$11,293
Total of All Transactions with this Payee/Payer for This Schedule$18,561
Printing For Convention05/10/2013$7,268
Name and Address
(A)
Chicago & Midwest Regional Joint Board

333 South Ashland Avenue
Chicago
IL
60607
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,793
Total Non-Itemized Transactions with this Payee/Payer$12,265
Total of All Transactions with this Payee/Payer for This Schedule$27,058
Reimbursement For Local 50 Trusteeship08/29/2013$7,937
Reimbursement For GEB Expenses09/24/2013$6,856
Name and Address
(A)
Crowne Plaza Chicago Metro Downtown

733 West Madison Street
Chicago
IL
60661
Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,631
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$7,631
Retiree Assocation Convention10/09/2013$7,631
Name and Address
(A)
Delta Airlines
20706

Atlanta
GA
30320
Type or Classification
(B)
Airline
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,904
Total of All Transactions with this Payee/Payer for This Schedule$5,904
Name and Address
(A)
Greater Than Zero, Inc.

148 West 24th Street
New York
NY
10011
Type or Classification
(B)
Computer Consultant
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,500
Total of All Transactions with this Payee/Payer for This Schedule$8,500
Name and Address
(A)
Hyatt Regency Milwaukee

333 W. Kilbourn Avenue
Milwaukee
WI
55203
Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$78,679
Total Non-Itemized Transactions with this Payee/Payer$564
Total of All Transactions with this Payee/Payer for This Schedule$79,243
GEB Meeting01/07/2013$7,822
Workers United Convention02/27/2013$20,000
Workers United Convention05/16/2013$50,857
Name and Address
(A)
Jacqueline Peralta

2601 Gleason Avenue
Los Angeles
CA
90033
Type or Classification
(B)
Contract Employee
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$43,920
Total of All Transactions with this Payee/Payer for This Schedule$43,920
Name and Address
(A)
Marisela Mondragon

644 El Vallencito
Walnut
CA
91789
Type or Classification
(B)
Contract Employee
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$18,013
Total of All Transactions with this Payee/Payer for This Schedule$18,013
Name and Address
(A)
New Jersey Headwear Corp.
7009

Newark
NJ
07107
Type or Classification
(B)
Supplier
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,112
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$14,112
Promotion Items For Convention02/20/2013$14,112
Name and Address
(A)
Philadelphia Joint Board

22 South 22nd Street
Philadelphia
PA
19103
Type or Classification
(B)
Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,670
Total Non-Itemized Transactions with this Payee/Payer$9,253
Total of All Transactions with this Payee/Payer for This Schedule$15,923
Reimbursement For Local 50 Trusteeship08/29/2013$6,670
Name and Address
(A)
Union People Products, Inc.

855 N. Dirksen Parkway
Springfield
IL
62702
Type or Classification
(B)
Supplier
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,269
Total of All Transactions with this Payee/Payer for This Schedule$7,269
Form LM-2 (Revised 2010)
SCHEDULE 20 - BENEFITS FILE NUMBER: 544-070

Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$731,167
MedicalAmalgamated National Health Fund$292,361
DentalAmalgamated National Health Fund$28,681
Drug PlanAmalgamated National Health Fund$75,282
Life InsuranceAmalgamated National Health Fund$79,202
Staff PensionConsolidated Retirement Fund$177,741
MedicalManulife Financial$21,308
DentalManulife Financial$1,011
Disability InsurancePrudential$3,204
Supplemental PensionRetired Staff Employees$52,377
Form LM-2 (Revised 2010)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 544-070
Item 71 Title: Edgar Romney's title is Secretary-Treasurer

Question 10: Death Benefit Fund ILGWU EIN 13-1502147, 333 Westchester Avenue, White Plains, NY 10604, on a calendar year basis, files IRS/DOL/PBGC Form 5500. Amalgamated Insurance Fund EIN 13-4920446, 333 Westchester Avenue, White Plains, NY 10604, on a calendar basis, files IRS/DOL/PBGC Form 5500. Amalgamated Retirement Insurance Fund EIN 13-4920446 333, Westchester Avenue, White Plains, NY 10604, on a calendar basis, files IRS/DOL/PBGC Form 5500. National Plus Plan EIN 13-35113611 401(K) Plan, 6 Blackstone Valley Place, Lincoln, RI 02865, on a calendar basis, files IRS/DOL/PBGC Form 5500. UNITE HERE Workers Pension Fund EIN 11-6165291, 6 Blackstone Valley Place, Lincoln, RI 02865, on a fiscal year basis 10/1 to 9/30, files IRS/DOL/PBGC Form 5500. Pension Plan Of Local 125 EIN 51-6051426, 333 Westchester Avenue, White Plains, NY 10604, on a calendar year basis, files IRS/DOL/PBGC Form 5500. National Retirement Fund EIN 13-6130178, 333 Westchester Avenue, White Plains, NY 10604, on a calendar year basis, files IRS/DOL/PBGC Form 5500. Amalgamated National Health Fund EIN 13-6130178, 333 Westchester Avenue, White Plains, NY 10604, on a calendar year basis, files IRS/DOL/PBGC Form 5500

Question 11(a): Workers United For Political Power EIN 26-4809424 Committee #C00462044. FEC 3X Was Filed The FEC

Question 12: The CPA Firm BDO is performing an Audit. As of the the filing date the audit is not completed. After completion if any material audit adjustments were made, an amended LM-2 will be filed.

Question 18: Preface, Article 1, 4: Recognizes office and social service workers as being within WUs Jurisdiction. Article 2, 2, 11(f), 19(d): WU Conventions to occur every four years, rather than every five years. Because Workers United is part of a larger union, the SEIU, we must conform to federal law requiring such affiliated organizations to elect officers every four years. Article 2, 5(a)(ii); Article 10, 5: Presently, each local is permitted to send at least one delegate to the WU convention. Joint boards, however, are generally responsible for paying delegates expenses, and have difficulties sending all delegates elected by their locals, so that not all members have delegates representing them at the convention. These amendments permit joint boards to hold delegate elections so that each delegate is elected by the entire joint board membership, or by members within geographic areas (like states or districts) or within industries, to assure that all members are represented at the Convention. Throughout Article 2, affiliate is substituted for local, anticipating that some joint boards will adopt procedures to replace election of convention delegates by local. Article 2, 8(b): Provides procedures for affiliate nominations for WU Convention delegates. Article 2, 8(b), Article 11, 2(a): Gives affiliates more autonomy by permitting them to hold other than in-person elections for example, mail ballot elections without approval of WUs president. Article 2, 13: Permits affiliate leaders to determine the number of delegates that the affiliate sends to the convention, without needing membership vote or GEB approval. Recognizes that joint board officers must make the difficult decisions about the use of the joint boards scarce resources in determining the number of delegates the joint boards members send to the convention. Article 2, 17(a): Permits affiliates to submit late-filed resolutions to the WU Convention with the permission of one half, rather than of two thirds, or the delegates. Article 3, 1(a): Limits the number of executive vice presidents to three and of vice presidents to twelve, and removes GEBs discretion to increase number of VPs and EVPs between conventions, except in the event of another union merging with WU. Article 3, 6(n): Specifically affirms GEBs authority to to approve affiliations or mergers among Workers United affiliates, or between Workers United affiliates and SEIU affiliates. Article 8, 1: Eliminates harsh penalties of charter forfeiture or trusteeship for affiliates that fail to hold membership meetings in accordance with their by-laws. Article 9, 4: Provides affiliates with flexibility in permitting slates in affiliate elections by permitting affiliates to set their own slate approval procedures, and by eliminating certain slate requirements for elections involving five or fewer officer positions. Article 10, 3(b): Anticipating that some WU convention delegates will be elected in joint-board-wide, district-wide or industry-wide elections, eliminates the requirement that nominations for candidates for WU office be seconded by delegates representing 20 locals. Article 11, 2(b): Guarantees one observer at each polling place to each candidate for local office. [The number of observers accorded each slate at each polling place will still be left to the election committees discretion.] Article 14, 6: Eliminates passive membership, a category from the HERE that permitted owners of small bars and restaurants to be union members. Article 15, 2: Eliminates an affiliates authority to place seasonal employee members on withdrawal status, a right that was important in HEREs system of collecting per capita taxes from affiliates based on the affiliates membership. Article 16, 6(a): Provides Retirees Association with greater flexibility to adopt procedures to select retiree delegates to WU Convention. Article 17, 16: When a member appeals from union discipline, the appeals committee may require full compliance with the trial boards penalty. Article 18, 1(b): Eliminates automatic dues increases for all WU members. Dues may be increased only by affiliates. Article 18, 2(b), 3, 6(c), 7(b), 8(c); Article 20, 2: Eliminates references to affiliate payment of per capita and initiation fees to WU, and otherwise recognizes that WU affiliates pay per capita to SEIU, not to WU. Article 18, 4: Provides GEB with flexibility to provide for strike fund. Article 18, 5: Provides GEB with flexibility to provide for political fund. Article 18, 6(d): Accords greater independence to affiliates by permitting the use of temporary, seasonal service or permit fee workers without WU approval. Article 22, 5: Accords greater independence to affiliates by permitting affiliates to conduct real estate transactions without WU Secretary Treasurers approval. Article 22, 6: Authorizes GEB, rather than WU Secretary Treasurer, to invest WU funds. Article 25: Eliminates Public Review Board authority over WU. The PRB was created by HERE to supervise its adherence to the Ethical Practices Code. The PRB has declined to supervise WU. WU continues to adhere to the EPC, see the Constitutions Article 24. Article 26 (renumbered to be Article 25), 1: Provides for voluntary, rather than mandatory, membership of WU Canadian affiliates in WU Canadian Conference. Article 26 (renumbered to be Article 25), 3(d): Provides that Quebec Council (UTIS) may authorize strikes without Canadian directors authorization. Article 26 (renumbered to be Article 25), 3(e): Provides that Canadian Conference Executive Board or Special Conference, rather than GEB shall fill Canadian Director vacancies. Article 30 (renumbered to be Article 29), 2: Makes WU affiliate membership in regional labor federations, or, for Canadian affiliates, in the CLC voluntary rather than mandatory. Article 31: Eliminates provision encouraging merger of benefit funds. This was meant to encourage consolidation of HERE funds with UNITE funds. This purpose is not longer relevant. Further consolidation of WU funds is appropriately left to the funds themselves. Model Local Union By-Laws Article 1, 2: Provides for local meetings at least every four months, a more realistic frequency than every two months as currently required. Article 2, 1, 2, 16; Article 3; Article 4: Provides for fewer local officers, and for those officers to serve as joint board delegates by virtue of office. Article 2, 12: Eliminates restrictive requirements for candidates desiring to run as a slate. Article 4, 4: Provides for executive board meetings at least every four months, a more realistic frequency than every sixty days as currently required. Article 5, 1: Simplifies election of auditing committee members by omitting requirement that members serve staggered terms. Currently, each members three-year term begins in a different year. Article 3, 3: Provides that members have more notice 15 days rather than 10 days of proposed bylaw amendments, and that the local may send the notices by mail.

Schedule 1, Row1:Mutually Agreed Upon Adjustment On Invoices

Schedule 1, Row2:

Schedule 1, Row3:

Schedule 1, Row5:Mutually Agreed Upon Adjustment On Invoices

Schedule 1, Row4:

Schedule 1, Row6:Mutually Agreed Upon Adjustment On Invoices

Schedule 1, Row7:Mutually Agreed Upon Adjustment On Invoices

Schedule 1, Row8:

Schedule 1, Row9:Mutually Agreed Upon Adjustment On Invoices

Schedule 1, Row10:Mutually Agreed Upon Adjustment On Invoices

Schedule 1, Row11:

Schedule 1, Row12:

Schedule 1, Row13:

Schedule 2, Row1:

Schedule 2, Row2:

Schedule 2, Row3:

Schedule 8, Row1:

Schedule 8, Row3:

Schedule 8, Row4:Mutually Agreed Upon Adjustment On Invoices

Schedule 8, Row2:

Schedule 8, Row5:

Schedule 8, Row6:Mutually Agreed Upon Adjustment On Invoices

Schedule 8, Row7:

Schedule 8, Row8:

Schedule 8, Row9:

Schedule 8, Row10:

Schedule 8, Row11:

Schedule 8, Row12:

Schedule 8, Row13:

Schedule 8, Row14:

Schedule 8, Row15:

Schedule 8, Row16:

Schedule 8, Row17:

Schedule 8, Row18:

Schedule 8, Row19:

Schedule 8, Row20:

Schedule 8, Row21:

Schedule 9, Row1:Workers United & SEIU as part of a new Affiliation Agreement, agreed on a reduction of the Loan balance.

Schedule 13, Row1:Full Time Members

Schedule 13, Row1:
Form LM-2 (Revised 2010)