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
512-443
2. PERIOD COVERED
From07/01/2022
Through06/30/2023
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
TEACHERS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
STATE FEDERATION
 6. DESIGNATION NBR
8035
7. UNIT NAME (if any)
OREGON
8. MAILING ADDRESS (Type or print in capital letters)
First Name
Ariana
 Last Name
Jacob
P.O Box - Building and Room Number

Number and Street
10228 SW CAPITOL HWY
City
PORTLAND
State
OR		 ZIP Code + 4
97219


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 VI on penalties in the instructions.)
70. SIGNED:Ariana A JacobPRESIDENT71. SIGNED:William T HarbaughTREASURER
Date:Sep 28, 2023Telephone Number:503-236-0163Date:Sep 28, 2023Telephone Number:541-505-1693
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 512-443
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?No
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?Yes
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?Yes
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?Yes
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?04/2024
20. How many members did the labor organization have at the end of the reporting period?0
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Feesvariouspermonth.055019.064285
(b) Working Dues/Feesper
(c) Initiation Feesper
(d) Transfer Feesper
(e) Work Permitsper

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 512-443

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $4,409,418$4,260,636
23. Accounts Receivable1$326,677$365,568
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $0$0
26. Investments5$0
27. Fixed Assets6$901,328$874,658
28. Other Assets7$28,613$1,444
29. TOTAL ASSETS $5,666,036$5,502,306

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$5,017$32,760
31. Loans Payable9$0$0
32. Mortgages Payable $231,000$191,576
33. Other Liabilities10$74,653$62,023
34. TOTAL LIABILITIES $310,670$286,359
35. NET ASSETS$5,355,366$5,215,947
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 512-443

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $0
37. Per Capita Tax $1,716,716
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $0
41. Dividends $0
42. Rents $0
43. Sale of Investments and Fixed Assets3$0
44. Loans Obtained9$0
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $69,420
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$283,875
49. TOTAL RECEIPTS $2,070,011
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$629,640
51. Political Activities and Lobbying16$404,432
52. Contributions, Gifts, and Grants17$59,714
53. General Overhead18$549,780
54. Union Administration19$160,840
55. Benefits20$270,609
56. Per Capita Tax $0
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$0
61. Loans Made2$0
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $53,185
64. On Behalf of Individual Members $0
65. Direct Taxes $90,593
  
66. Subtotal $2,218,793
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$240,696  
  67b. Less Total Disbursed$240,696  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $2,218,793
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 512-443

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$53,658$15,574$852$0
Totals from all other accounts receivable$311,910$0$0 
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $365,568$15,574$852$0
Local 3432$5,633$2,817
Local 3466$3,328$1,157$852
Local 6020$2,597$673
Local 6069$42,100$10,927
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 512-443

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: 512-443

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Gross Sales Price
(D) 		Amount Received
(E)
Total of all lines above$0$0$0$0
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 512-443

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$0$0$0
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 512-443

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: 512-443

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      10228 SW Capitol Hwy, Portland, OR $165,240 $165,240$307,660
B. Buildings (give location)    
Building  1 :      10228 SW Capitol Hwy, Portland, OR$982,362$277,076$705,285$1,412,590
C. Automobiles and Other Vehicles
D. Office Furniture and Equipment$46,289$42,155$4,133$4,133
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,193,891$319,231$874,658$1,724,383
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 512-443

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $1,444
Loan costs net of accumulated amortization$1,444
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 512-443

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$32,760$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $32,760$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 512-443

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: 512-443

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $62,023
Payroll withholdings payable$15,530
Accrued vacation$46,493
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 512-443

(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 		Batten ,  Michelle  
VP at Large
C		$568$568
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 		Cain ,  Shaun  
Secretary
C		$2,250$2,250
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 		Cooper ,  Ted  
VP at Large
C		$350$350
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 		Erbs ,  Ira  
VP at Large
C		$1,345$1,345
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 		Grider ,  Jeff  
Executive Vice President
C		$850$850
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 		Hansen ,  Melody  
Treasurer
C		$2,124$2,124
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 		Jacob ,  Ariana  
VP at Large
C		$350$350
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 		MacDuffee ,  John  
VP at Large
C		$350$350
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 		Rodrigues ,  Jamie  
President
C		$122,278$7,184$129,462
I
Schedule 15
Representational Activities 		2 % Schedule 16
Political Activities and Lobbying 		4 % Schedule 17
Contributions 		Schedule 18
General Overhead 		85 % Schedule 19
Administration 		9 %
A
B
C 		Kulp ,  Gabriel  
VP at Large
N		$350$350
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 		Lognion ,  Juanita  
VP at Large
N		$463$463
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 		Hughes ,  Chloe  
VP at Large
N		$1,489$1,489
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 		Harbaugh ,  Bill  
VP at Large
N		$350$350
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 		Currin ,  Louise  
Retiree Liaison
C		$350$350
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$122,278$0$18,373$0$140,651
Less Deductions    $37,587
Net Disbursements    $103,064
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 512-443

(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 		Applefield ,  Nathaniel  
Field Rep
n/a		$32,177$1,356$33,533
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		0 %
A
B
C 		Bartholomew ,  Karen  
Admin
n/a		$42,304$42,304
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 		Dreiling ,  Michelle  
Field Rep
n/a		$78,023$5,761$83,784
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		0 %
A
B
C 		Glase ,  Rob  
Field Rep
n/a		$91,257$1,582$92,839
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 		Haverkamp ,  Andrea  
State Affiliate Political
n/a		$70,514$4,421$74,935
I
Schedule 15
Representational Activities 		12 % Schedule 16
Political Activities and Lobbying 		81 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		6 %
A
B
C 		Lally ,  Bryan  
Field Rep
n/a		$52,670$319$52,989
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 		Mahoney-Watson ,  William  
Field Rep
n/a		$69,380$1,666$71,046
I
Schedule 15
Representational Activities 		83 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		15 % Schedule 19
Administration 		2 %
A
B
C 		Meyer ,  LaTonya  
Administrative Specialist
n/a		$25,889$23$25,912
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 		Sevey ,  Sarah  
Financial Operations Dire
n/a		$69,584$403$69,987
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 		Vasquez-Garcia ,  Mayra  
Field Rep
n/a		$81,367$3,038$84,405
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 		Hicks ,  Amber  
Admin
n/a		$38,760$2,350$41,110
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		95 % Schedule 19
Administration 		0 %
A
B
C 		White ,  Marylou  
Field Rep
n/a		$68,493$5,605$74,098
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$51,629$273$51,902
I Schedule 15
Representational Activities 		78 % Schedule 16
Political Activities and Lobbying 		22 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
Total Employee Disbursements$772,047$0$0$26,797$798,844
Less Deductions    $203,109
Net Disbursements    $595,735
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 512-443

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 0 
Agency Fee Payers*
Total Members/Fee Payers0 
*Agency Fee Payers are not considered members of the labor organization.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 512-443

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$217,145
2. Named Payer Non-itemized Receipts$60,242
3. All Other Receipts$6,488
4. Total Receipts$283,875
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$30,000
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$29,714
6. Total Disbursements$59,714
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$19,412
2. Named Payee Non-itemized Disbursements$6,066
3. To Officers$2,589
4. To Employees$530,975
5. All Other Disbursements$70,598
6. Total Disbursements$629,640
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$60,433
2. Named Payee Non-itemized Disbursements$129,296
3. To Officers$110,043
4. To Employees$189,837
5. All Other Disbursements$60,171
6. Total Disbursements$549,780
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$278,545
2. Named Payee Non-itemized Disbursements$40,837
3. To Officers$5,178
4. To Employees$72,115
5. All Other Disbursements$7,757
6. Total Disbursements$404,432
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$62,446
2. Named Payee Non-itemized Disbursements$34,820
3. To Officers$22,841
4. To Employees$5,917
5. All Other Disbursements$34,816
6. Total Disbursements$160,840
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 512-443

Name and Address
(A)
American Federation of Teachers
555 New Jersey Ave.

Washington
DC
20001
Type or Classification
(B)
Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$217,145
Total Non-Itemized Transactions with this Payee/Payer$60,242
Total of All Transactions with this Payee/Payer for This Schedule$277,387
SAPO Reimbursements08/22/2022$42,253
Organizer Reimbursements10/17/2022$22,024
MOI Reimbursements12/21/2022$6,084
Organizer Reimbursements01/18/2023$24,410
SAPO Reimbursements02/07/2023$21,127
SAPO Reimbursements02/27/2023$21,127
Solidarity fund07/29/2022$13,672
Solidarity fund10/31/2022$12,901
Solidarity fund12/15/2022$12,901
Solidarity fund03/13/2023$11,289
Solidarity fund03/27/2023$11,289
Solidarity fund03/27/2023$18,068
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 512-443

Name and Address
(A)
Associated Academic Professionals
971

La Grande
OR
97850
Type or Classification
(B)
Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,412
Total Non-Itemized Transactions with this Payee/Payer$1,250
Total of All Transactions with this Payee/Payer for This Schedule$15,662
Local Assistance Grant05/27/2023$14,412
Name and Address
(A)
PCC Faculty Federation
19389

Portland
OR
97280
Type or Classification
(B)
Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$4,816
Total of All Transactions with this Payee/Payer for This Schedule$9,816
Assistance to locals09/20/2022$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 512-443

Name and Address
(A)
AFT-Oregon Candidate PAC
10228 SW Capitol Hwy

Portland
OR
97219
Type or Classification
(B)
PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$198,250
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$198,250
AFT-OR Candidate PAC transfers07/07/2022$6,500
AFT-OR Candidate PAC transfers08/29/2022$65,000
AFT-OR Candidate PAC transfers10/04/2022$500
AFT-OR Candidate PAC transfers10/13/2022$26,250
AFT-OR Candidate PAC transfers06/30/2023$100,000
Name and Address
(A)
AFT-OR Issues PAC
10228 Capitol Hwy

Portland
OR
97219
Type or Classification
(B)
PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$70,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$70,000
AFT-OR Issues PAC transfer05/16/2023$10,000
AFT-OR Issues PAC transfer05/24/2023$25,000
AFT-OR Issues PAC transfer06/21/2023$25,000
AFT-OR Issues PAC transfer06/21/2023$10,000
Name and Address
(A)
Mahonia Public Affairs
4136

Salem
OR
97302
Type or Classification
(B)
Consulting
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,295
Total Non-Itemized Transactions with this Payee/Payer$40,837
Total of All Transactions with this Payee/Payer for This Schedule$46,132
Lobbying Activities04/05/2023$5,295
Name and Address
(A)
Our Oregon

525 NE Oregon St STE 430
Portland
OR
97232
Type or Classification
(B)
Issues Coalition
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Van Access10/25/2022$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 512-443

Name and Address
(A)
Health Care for All Oregon

1443 SE 122nd Ave
Portland
OR
97233
Type or Classification
(B)
Health Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution02/01/2023$5,000
Name and Address
(A)
Oregon Center for Public Policy

6420 S Macadam Ave, STE 200
Portland
OR
97239
Type or Classification
(B)
Consulting
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
Contribution02/01/2023$10,000
Name and Address
(A)
Oregon Labor Candidate School

3645 SE 32nd Ave
Portland
OR
97202
Type or Classification
(B)
Labor Candidate School
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
Contribution02/01/2023$10,000
Name and Address
(A)
Unite Oregon

1390 SE 122nd Ave
Portland
OR
97233
Type or Classification
(B)
Coalition
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution09/23/2022$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 512-443

Name and Address
(A)
Chase Bank
966

Columbus
OH
43224-0696
Type or Classification
(B)
Bank/Lender
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$47,908
Total of All Transactions with this Payee/Payer for This Schedule$47,908
Name and Address
(A)
Express Employment Professionals
844277

Los Angeles
CA
90084-4277
Type or Classification
(B)
Employment Agency
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$40,308
Total of All Transactions with this Payee/Payer for This Schedule$40,308
Name and Address
(A)
JH Kelly LLC

200 Grand Blvd
Vancouver
WA
98661
Type or Classification
(B)
Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,320
Total of All Transactions with this Payee/Payer for This Schedule$11,320
Name and Address
(A)
Lauka McGuire, PC

3511 SE Milwaukie Ave
Portland
OR
97202
Type or Classification
(B)
Accountant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,400
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$25,400
Audit and tax preparation12/29/2022$6,400
Audit and tax preparation09/26/2022$19,000
Name and Address
(A)
Liberty Mutual Insurance
91013

Chicago
IL
60680
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,517
Total Non-Itemized Transactions with this Payee/Payer$17
Total of All Transactions with this Payee/Payer for This Schedule$5,534
Insurance01/17/2023$5,517
Name and Address
(A)
Multnomah County Tax Collector

501 SE Hawthorne #175
Portland
OR
97214
Type or Classification
(B)
Tax Assessor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,276
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$20,276
Property Tax10/25/2022$20,276
Name and Address
(A)
Portland General Electric
4438

Portland
OR
97208
Type or Classification
(B)
Utilities
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,745
Total of All Transactions with this Payee/Payer for This Schedule$6,745
Name and Address
(A)
Stumptown IT LLC

1734 Se 43rd Ave
Portland
OR
97215
Type or Classification
(B)
Information Technology
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,240
Total Non-Itemized Transactions with this Payee/Payer$8,204
Total of All Transactions with this Payee/Payer for This Schedule$17,444
It Consulting06/08/2023$9,240
Name and Address
(A)
US Bank Equipment Finance
PO Box 790448

St. Louis
MI
63179
Type or Classification
(B)
Office Equipment Lease
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$14,794
Total of All Transactions with this Payee/Payer for This Schedule$14,794
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 512-443

Name and Address
(A)
Element Boston

395 D St
Boston
MA
02210
Type or Classification
(B)
Hotel/ Conference Facility
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,611
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,611
Conference07/06/2022$5,611
Name and Address
(A)
Morel Ink

4824 NE 42nd Ave
Portland
OR
97218
Type or Classification
(B)
Printers
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,050
Total Non-Itemized Transactions with this Payee/Payer$839
Total of All Transactions with this Payee/Payer for This Schedule$5,889
Printing01/12/2023$5,050
Name and Address
(A)
Owl Labs

226 Causeway St
Boston
MA
02114
Type or Classification
(B)
Audio/ Visual Technology
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,037
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,037
Conference03/10/2023$6,037
Name and Address
(A)
Pacific NW Labor History Association
75662

Seattle
WA
98175
Type or Classification
(B)
Coalition
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,691
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,691
Promotional Material01/15/2023$6,691
Name and Address
(A)
PromoNinja

4739 SE 25th Ave
Portland
OR
97202
Type or Classification
(B)
Promotional Material
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,875
Total Non-Itemized Transactions with this Payee/Payer$1,375
Total of All Transactions with this Payee/Payer for This Schedule$8,250
Conference promotional materials12/01/2022$6,875
Name and Address
(A)
Sunriver Resort
3609

Sunriver
OR
97707
Type or Classification
(B)
Hotel/ Conference Facility
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,909
Total Non-Itemized Transactions with this Payee/Payer$8,818
Total of All Transactions with this Payee/Payer for This Schedule$24,727
Conference01/23/2023$10,000
Conference04/30/2023$5,909
Name and Address
(A)
Tedesco Law Group

12780 SE Stark St
Portland
OR
97233
Type or Classification
(B)
Law Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$16,273
Total Non-Itemized Transactions with this Payee/Payer$23,788
Total of All Transactions with this Payee/Payer for This Schedule$40,061
Legal Fees04/18/2023$8,590
Legal Fees03/08/2023$7,683
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 512-443

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$270,609
RetirementCharles Schwab$84,676
MedicalKaiser Permanente$164,963
DentalModa Health$13,605
Principal Life InsuranceLife Insurance$4,141
Amber HicksEducation Reimbursement$2,000
Oregon Employment DeptPaid Leave Oregon$1,224
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 512-443


Question 11(a):

Question 11(a): : AFT Oregon Issue PAC, State of Oregon Secretary of State filing #005486, AFT Oregon Candidate PAC, State of Oregon Secretary of State filing #000113, AFT Oregon Political and Legislative Action Network PAC, State of Oregon filing #144029, PAC activity and account balances have been excluded on the LM-2 and are publicly available from the state agency to whom they report.

Question 11(b):

Question 11(b): : AFT-Oregon Building Trust: 10228 SW Capitol Hwy, Portland, OR 97219. The Building Trust activities are consolidated with AFT-Oregon activities for financial and LM-2 reporting.

Question 12: An audit was performed by the following outside accountant: Lauka McGuire, PC

Question 15: Computer equipment with a cost basis of $15,058 and accumulated depreciation of $15,058 was disposed with no sales proceeds.

Question 16: Real property is pledged as collateral for a mortgage loan.

Schedule 1, Row3:

Schedule 1, Row3:::

Schedule 1, Row1:

Schedule 1, Row1:::

Schedule 1, Row2:

Schedule 1, Row2:::

Schedule 1, Row4:

Schedule 1, Row4:::
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)