513-365 (LM2) 08/31/2023

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
513-365

2. PERIOD COVERED
From	09/01/2022
Through	08/31/2023

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 NATIONAL EDUCATION ASN IND
5. DESIGNATION (Local, Lodge, etc.) STATE ASSOCIATION	6. DESIGNATION NBR
7. UNIT NAME (if any) VERMONT-NATIONAL EDUCATION ASN

8. MAILING ADDRESS (Type or print in capital letters)
First Name MARY	Last Name GRAVES
P.O Box - Building and Room Number
Number and Street 10 WHEELOCK ST
City MONTPELIER
State VT	ZIP Code + 4 056023737

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:

Donald L Tinney

PRESIDENT

71. SIGNED:

Alison J Sylvester

TREASURER

Date:

Nov 14, 2023

Telephone Number:

802-224-2402

Date:

Nov 14, 2023

Telephone Number:

802-591-0845

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

ITEMS 10 THROUGH 21

FILE NUMBER: 513-365

10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?	No
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?	Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?	No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?	Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)	No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?	$1,000,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?	No
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?	No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?	No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?	No
19. What is the date of the labor organization's next regular election of officers?	04/2024

20. How many members did the labor organization have at the end of the reporting period?

12,617

21. What are the labor organization's rates of dues and fees?

Rates of Dues and Fees
Dues/Fees	Amount		Unit	Minimum	Maximum
(a) Regular Dues/Fees	490	per	0	10	490
(b) Working Dues/Fees	NA	per
(c) Initiation Fees	NA	per
(d) Transfer Fees	NA	per
(e) Work Permits	NA	per

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

STATEMENT A - ASSETS AND LIABILITIES

FILE NUMBER: 513-365

ASSETS

ASSETS	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
22. Cash		$4,052,357	$4,006,370
23. Accounts Receivable	1	$78,377	$83,690
24. Loans Receivable	2		$0
25. U.S. Treasury Securities		$0	$0
26. Investments	5	$3,253,768	$3,472,401
27. Fixed Assets	6	$522,936	$530,265
28. Other Assets	7	$81,113	$93,539
29. TOTAL ASSETS		$7,988,551	$8,186,265

LIABILITIES

LIABILITIES	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
30. Accounts Payable	8	$58,472	$49,344
31. Loans Payable	9		$0
32. Mortgages Payable		$0	$0
33. Other Liabilities	10	$1,403,933	$1,309,838
34. TOTAL LIABILITIES		$1,462,405	$1,359,182

35. NET ASSETS

$6,526,146

$6,827,083

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

STATEMENT B - RECEIPTS AND DISBURSEMENTS

FILE NUMBER: 513-365

CASH RECEIPTS	SCH	AMOUNT
36. Dues and Agency Fees		$4,765,770
37. Per Capita Tax		$0
38. Fees, Fines, Assessments, Work Permits		$0
39. Sale of Supplies		$0
40. Interest		$67,932
41. Dividends		$137,279
42. Rents		$0
43. Sale of Investments and Fixed Assets	3	$0
44. Loans Obtained	9	$0
45. Repayments of Loans Made	2	$0
46. On Behalf of Affiliates for Transmittal to Them		$2,092,688
47. From Members for Disbursement on Their Behalf		$45,732
48. Other Receipts	14	$1,579,283
49. TOTAL RECEIPTS		$8,688,684

CASH DISBURSEMENTS		SCH	AMOUNT
50. Representational Activities		15	$2,234,793
51. Political Activities and Lobbying		16	$240,103
52. Contributions, Gifts, and Grants		17	$6,700
53. General Overhead		18	$840,261
54. Union Administration		19	$1,640,998
55. Benefits		20	$1,458,968
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 Assets		4	$165,507
61. Loans Made		2	$0
62. Repayment of Loans Obtained		9	$0
63. To Affiliates of Funds Collected on Their Behalf			$2,101,634
64. On Behalf of Individual Members			$45,707
65. Direct Taxes			$0

66. Subtotal			$8,734,671
67. Withholding Taxes and Payroll Deductions
67a. Total Withheld	$1,303,729
67b. Less Total Disbursed	$1,303,729
67c. Total Withheld But Not Disbursed
68. TOTAL DISBURSEMENTS			$8,734,671

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE

FILE NUMBER: 513-365

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	$65,792	$0	$10,900	$0
Totals from all other accounts receivable	$17,898	$0	$0	$0
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B))	$83,690	$0	$10,900	$0
BURLINGTON SCHOOL DISTRICT	$6,000	$0	$2,000
CALEDONIA CENTRAL SUPERVISORY UNION	$4,000	$0	$0
NEA OTHER	$14,184	$0	$0
ORANGE EAST SU	$3,785	$0	$0
ORLEANS CENTRAL SU	$8,000	$0	$8,000
SOUTHWEST VERMONT SUPERVISORY UNION	$7,700	$0	$0
WASHINGTON CENTRAL SU	$2,735	$0	$900
FRANKLIN NORTHWEST-NEA	$10,923	$0	$0
TWO RIVERS SE EA	$8,465	$0	$0

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 2 - LOANS RECEIVABLE

FILE NUMBER: 513-365

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

Totals will be automatically entered in...

Item 24
Column (A)

Item 61

Item 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: 513-365

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	$2,093,345	$2,121,222	$2,121,222	$2,121,222
E V SHT DURATION STRAT INC I	$661,191	$652,901	$652,901	$652,901
GOLDMAN SACHS GQG INTL OPP I	$68,687	$62,936	$62,936	$62,936
INVESCO QQQ TRUST SERIES 1	$85,565	$178,301	$178,301	$178,301
JANUS HENDRSN SHT DUR INC ETF	$184,550	$184,513	$184,513	$184,513
JPMORGAN ULTRA-SHORT INCOME	$49,218	$49,397	$49,397	$49,397
MFS NEW DISCOVERY VALUE I	$76,891	$91,007	$91,007	$91,007
PGIM SHRT DUR MULTI-SECT BND Z	$716,867	$658,020	$658,020	$658,020
PGIM TR ULTRA SHORT ETF	$179,220	$180,579	$180,579	$180,579
VICTORY MARKET NEUTRAL INC I	$71,156	$63,568	$63,568	$63,568

				Less Reinvestments	$2,121,222
(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: 513-365

Description (if land or buildings, give location) (A)	Cost (B)	Book Value (C)	Cash Paid (D)
Total of all lines above	$2,286,729	$1,545,505	$2,286,729
E V SHT DURATION STRAT INC ICONFIRM NBR	$460,322	$0	$460,322
E V SHT DURATION STRAT INC ICONFIRM NBR	$201,509	$0	$201,509
INVESCO S&P SMALLCAP 600	$58,773	$57,108	$58,773
INVESCO S&P SMALLCAP 600	$30,244	$29,388	$30,244
JANUS HENDERSON MLT SEC INC ICONFIRM NBR	$22,906	$22,506	$22,906
JANUS HENDERSON MLT SEC INC ICONFIRM NBR	$9,801	$9,630	$9,801
JANUS HENDERSON MLT SEC INC ICONFIRM NBR	$5,734	$5,687	$5,734
JANUS HENDERSON MLT SEC INC ICONFIRM NBR	$2,878	$2,861	$2,878
JANUS HENDERSON MLT SEC INC ICONFIRM NBR	$17,136	$17,300	$17,136
JANUS HENDERSON MLT SEC INC ICONFIRM NBR	$9,450	$9,541	$9,450
JANUS HENDERSON MLT SEC INC ICONFIRM NBR	$16,360	$16,321	$16,360
JANUS HENDERSON MLT SEC INC ICONFIRM NBR	$9,081	$9,059	$9,081
JPMORGAN CORE BOND ICONFIRM NBR	$23,113	$22,228	$23,113
JPMORGAN CORE BOND ICONFIRM NBR	$10,000	$9,617	$10,000
JPMORGAN CORE BOND ICONFIRM NBR	$6,214	$6,117	$6,214
JPMORGAN CORE BOND ICONFIRM NBR	$3,061	$3,016	$3,061
JPMORGAN CORE BOND ICONFIRM NBR	$14,628	$14,455	$14,628
JPMORGAN CORE BOND ICONFIRM NBR	$8,189	$8,092	$8,189
JPMORGAN CORE BOND ICONFIRM NBR	$16,207	$15,707	$16,207
JPMORGAN CORE BOND ICONFIRM NBR	$8,922	$8,647	$8,922
MFS INTL INTRINSIC VALUE ICONFIRM NBR	$9,807	$10,302	$9,807
MFS MA INVESTORS GW STK ICONFIRM NBR	$2,719	$3,037	$2,719
PGIM SHORT-TERM CORP BOND ZCONFIRM NBR	$81,586	$82,147	$81,586
PGIM SHORT-TERM CORP BOND ZCONFIRM NBR	$113,562	$114,343	$113,562
PGIM SHORT-TERM CORP BOND ZCONFIRM NBR	$2,242	$2,244	$2,242
PGIM TOTAL RETURN BOND ZCONFIRM NBR	$24,195	$23,280	$24,195
PGIM TOTAL RETURN BOND ZCONFIRM NBR	$11,200	$10,776	$11,200
PGIM TOTAL RETURN BOND ZCONFIRM NBR	$34,104	$33,729	$34,104
PGIM TOTAL RETURN BOND ZCONFIRM NBR	$15,252	$15,097	$15,252
PGIM TOTAL RETURN BOND ZCONFIRM NBR	$238,023	$233,239	$238,023
PGIM TOTAL RETURN BOND ZCONFIRM NBR	$106,655	$104,511	$106,655
PGIM TOTAL RETURN BOND ZCONFIRM NBR	$22,588	$21,662	$22,588
PGIM TOTAL RETURN BOND ZCONFIRM NBR	$10,596	$10,162	$10,596
PGIM TR ULTRA SHORT ETF	$38,331	$0	$38,331
PGIM TR ULTRA SHORT ETF	$30,381	$0	$30,381
THORNBURG STRATEGIC INC ICONFIRM NBR	$8,640	$8,655	$8,640
THORNBURG STRATEGIC INC ICONFIRM NBR	$91,110	$90,623	$91,110
THORNBURG STRATEGIC INC ICONFIRM NBR	$33,566	$33,416	$33,566
THORNBURG STRATEGIC INC ICONFIRM NBR	$240,719	$243,113	$240,719
THORNBURG STRATEGIC INC ICONFIRM NBR	$107,643	$108,714	$107,643
THORNBURG STRATEGIC INC ICONFIRM NBR	$15,786	$15,772	$15,786
THORNBURG STRATEGIC INC ICONFIRM NBR	$39,899	$39,863	$39,899
VICTORY MARKET NEUTRAL INC ICONFIRM NBR	$57	$0	$57
HVAC SYSTEM	$4,800	$4,800	$4,800
HVAC SYSTEM	$4,800	$4,800	$4,800
HVAC SYSTEM	$4,800	$4,800	$4,800
HVAC SYSTEM	$4,800	$4,800	$4,800
HVAC SYSTEM	$4,800	$4,800	$4,800
PTAC UNIT	$5,220	$5,220	$5,220
POE SWITCH	$3,720	$3,720	$3,720
RING CENTRAL CONFERENCE ROOM SYSTEM	$16,233	$16,233	$16,233
PALO ALTO FIREWALL	$919	$919	$919
KONICA MONOLTA 750I	$15,302	$15,302	$15,302
EPSOM LCD PROJECTOR	$726	$726	$726
HP LASERJET PRINTER	$1,009	$1,009	$1,009
KYOCERA LASER PRINTER	$363	$363	$363
HISENSE DEHUMIDFIER	$201	$201	$201
FULLY JARVIS STANDING DESKS (5)	$5,847	$5,847	$5,847

		Less Reinvestments	$2,121,222
(The total from Net Purchases Line will be automatically entered in Item 60.)		Net Purchases	$165,507

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 5 - INVESTMENTS

FILE NUMBER: 513-365

Description (A)	Amount (B)
Marketable Securities
A. Total Cost	$3,151,850
B. Total Book Value	$3,472,401
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.

THORNBURG STRATEGIC INC I	$1,188,216
PGIM TOTAL RETURN BOND Z	$452,456
SPDR S&P DIVIDEND	$275,552
MFS MA INVESTORS GW STK I	$256,353
COLUMBIA DIVIDEND INCOME INST	$281,935
PGIM SHORT-TERM CORP BOND Z	$198,734
INVESCO S&P SMALLCAP 600	$134,299
INVESCO QQQ TRUST, SERIES 1	$257,789
MFS INTL INTRINSIC VALUE I	$112,318
JANUS HENDERSON MLT SEC INC I	$92,904
JPMORGAN CORE BOND I	$87,879
CONGRESS SMALL CAP GRWTH INST	$51,021

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))

$3,472,401

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 6 - FIXED ASSETS

FILE NUMBER: 513-365

Description (A)	Cost or Other Basis (B)	Total Depreciation or Amount Expensed (C)	Book Value (D)	Value (E)
A. Land (give location)
Land 1 : 10 Wheelock Street, Montpelier	$32,526		$32,526	$32,526

B. Buildings (give location)
Building 1 : 10 Wheelock Street	$908,992	$596,830	$312,162	$577,363
Building 2 : 10 Wheelock Street, Montpelier, VT - Improvements	$192,611	$71,884	$120,727	$192,611

C. Automobiles and Other Vehicles

D. Office Furniture and Equipment

$287,836

$222,986

$64,850

$80,850

E. Other Fixed Assets

$9,000

F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B))

$1,430,965

$900,700

$530,265

$883,350

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 7 - OTHER ASSETS

FILE NUMBER: 513-365

Description (A)	Book Value (B)
Total (Total will be automatically entered in Item 28, Column(B))	$93,539
PREPAID EXPENSES	$78,889
PREPAID SOFTWARE REGISTRATIONS	$14,650

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE

FILE NUMBER: 513-365

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	$42,248	$0	$0	$0
Total from all other accounts payable	$7,096	$0	$0	$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D))	$49,344	$0	$0	$0
GREAT LAKES CENTER FOR EDUCATION	$1,000	$0	$0	$0
JULIETTE LONGCHAMP	$1,270	$0	$0	$0
KDO CONSULTING LLC	$4,750	$0	$0	$0
LIBERTY MUTUAL INSURANCE	$10,763	$0	$0	$0
LINDSAY KILL	$1,540	$0	$0	$0
M & T BANK	$7,908	$0	$0	$0
MARKS POWERS LLP	$1,159	$0	$0	$0
MARTHA ALLEN	$9,057	$0	$0	$0
REBECCA MCBROOM	$1,203	$0	$0	$0
THE DANIELSON GROUP, INC	$1,080	$0	$0	$0
UNITED STATES TREASURY	$2,518	$0	$0	$0

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 9 - LOANS PAYABLE

FILE NUMBER: 513-365

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 44	Item 62	Item 69 with Explanation	Item 31 Column (D)

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 10 - OTHER LIABILITIES

FILE NUMBER: 513-365

Description (A)	Amount at End of Period (B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D))	$1,309,838
NEA-FCPE COLLECTED	$3,031
A/P FSA DEDUCTIONS	$1,622
DEFERRED INCOME	$2,105
RACIAL JUSTICE TASKFORCE GRANT	$3,955
NEA PROF PRACTICE FELLOWSHIP	$123
AEGIS PARTNERSHIP PROJECT	$34,732
GPS GRANT/PARA LEADERSHIP	$13,442
NEA ESP PEER MENTORING	$25,000
BALLOT/LEGISLATIVE CRISIS GRNT	$225
NBCT LEGISLATIVE GRANT	$2,530
PARENTING ORGANIZING GRANT	$7,500
NEA YEAR ROUND ORGANIZING	$17,283
NEA HEALTH CARE FOCUS GROUP	$15,000
HEALTHCARE BARGAINING GRANT	$12,044
NEA/LIBRARY MEDIA GRANT	$1,654
GPS/SAFE LEARNING ENVIRONMENTS	$19,505
EPP VOICE ACADEMY GRANT	$14,441
NEA LABOR MGMT COLLABORATION	$5,500
ACCRUED VACATION/SICK	$993,647
ACCRUED SALARIES	$136,499

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS

FILE NUMBER: 513-365

(A)
Name

(B)
Title

(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

Tinney , Donald
President
C

$137,752

$2,461

$11,679

$151,892

Schedule 15
Representational Activities

49 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

49 %

A
B
C

Bowers , Mary
Board Director
C

$4,800

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

Sylvester , Alison
Secretary/Treasurer
C

$7,954

$3,140

$5,972

$17,066

Schedule 15
Representational Activities

50 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

50 %

A
B
C

Carter , Erin
Vice President
C

$7,954

$1,608

$2,674

$12,236

Schedule 15
Representational Activities

50 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

50 %

A
B
C

Buck , Lauren
Board Member
N

$1,979

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

Campbell , Catherine
Board Member
C

$3,047

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

Cannizzaro , Peter
Board Member
C

$1,514

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

Darrell , Loriann
Board Member
C

$1,516

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

Dougherty , Madeleine
Board Member
N

$4,800

$115

$4,915

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

Hamby , Genvieve
Board Member
C

$1,544

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

Hutchins , Eric
Board Member
C

$1,417

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

Johnson , James
Board Member
C

$1,448

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

Labarge , Andrew
Board Member
C

$2,454

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

Mills , Lance
Board Member
P

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

Morse , April
Board Member
C

$3,735

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

Picard , Peter
Board Member
C

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

Pomerleau , Patricia
Board Member
P

$495

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

Santa Maria , Martha
Board Member
P

$4,400

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

Turner , Keren
Board Member
C

$317

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 %

Total Officer Disbursements	$167,660	$0	$26,790	$20,325	$214,775
Less Deductions
Net Disbursements					$214,775

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES

FILE NUMBER: 513-365

(A)
Name

(B)
Title

(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

Allen , Darren
Communications Director
NA

$165,236

$2,260

$5,976

$173,472

Schedule 15
Representational Activities

1 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

81 %

Schedule 19
Administration

18 %

A
B
C

Baker , Ronald
Maintenance
NA

$15,663

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Collette , Barbara
PD Instructor
NA

$12,827

$2,476

$15,303

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

Eckert Baning , Natasha
UniServ Director
NA

$139,937

$3,551

$5,432

$148,920

Schedule 15
Representational Activities

59 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

16 %

Schedule 19
Administration

25 %

A
B
C

Delabruere , Carrie
Adminstrative Assistant
NA

$62,285

$2,922

$65,207

Schedule 15
Representational Activities

71 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

5 %

Schedule 19
Administration

24 %

A
B
C

Emrich , Andrew
ARP
NA

$107,477

$5,155

$112,632

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Everhart , Kelly
Legal Counsel
NA

$50,922

$250

$51,172

Schedule 15
Representational Activities

14 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

86 %

A
B
C

Fannon , James
Executive Director
NEA

$6,064

$14,291

$20,355

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

4 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

96 %

A
B
C

Ferguson , Kristie
Executive Assistance
NA

$85,415

$3,071

$13,623

$102,109

Schedule 15
Representational Activities

4 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

95 %

A
B
C

Giron , Kayla
Adminstrative Assistant
NA

$48,648

$5,062

$53,710

Schedule 15
Representational Activities

35 %

Schedule 16
Political Activities and Lobbying

17 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

8 %

Schedule 19
Administration

40 %

A
B
C

Given , Jennifer
UniServ Director
NA

$103,610

$8,519

$3,329

$115,458

Schedule 15
Representational Activities

52 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

9 %

Schedule 19
Administration

39 %

A
B
C

Graves , Mary
Business Manager
NA

$165,944

$3,042

$67,239

$236,225

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Green , Erin
Adminstrative Assistant
NA

$77,715

$2,269

$79,984

Schedule 15
Representational Activities

16 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

50 %

Schedule 19
Administration

34 %

A
B
C

Guros , Christopher
UniServ Director
NA

$113,094

$5,644

$12,301

$131,039

Schedule 15
Representational Activities

76 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

7 %

Schedule 19
Administration

17 %

A
B
C

Hage , Mark
Member Benefits
NA

$165,872

$640

$166,512

Schedule 15
Representational Activities

84 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

16 %

A
B
C

Jarrett , Jean
Membership Coordinator
NA

$75,365

$1,607

$76,972

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Leach , Sean
UniServ Director
NA

$166,961

$4,688

$4,473

$176,122

Schedule 15
Representational Activities

78 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

22 %

A
B
C

Lefebvre , Lindsey
UniServ Director
NA

$113,094

$4,267

$5,522

$122,883

Schedule 15
Representational Activities

79 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

3 %

Schedule 19
Administration

18 %

A
B
C

Longchamp , Juliette
Prof Development Dir
NA

$166,024

$9,624

$36,025

$211,673

Schedule 15
Representational Activities

1 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

85 %

Schedule 19
Administration

14 %

A
B
C

McBroom , Rebecca
General Counsel
NA

$171,308

$2,896

$6,371

$180,575

Schedule 15
Representational Activities

17 %

Schedule 16
Political Activities and Lobbying

5 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

78 %

A
B
C

Moore , Joseph
UniServ Director
NA

$132,922

$2,261

$135,183

Schedule 15
Representational Activities

43 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

57 %

A
B
C

Morgan-Puglisi , Meaghan
UniServ Director
NA

$12,833

$75

$12,908

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

Polk , Matthew
UniServ Director
NA

$145,980

$4,780

$9,291

$160,051

Schedule 15
Representational Activities

86 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

1 %

Schedule 19
Administration

13 %

A
B
C

Raskevitz , Robert
UniServ Director
NA

$102,221

$1,140

$154

$103,515

Schedule 15
Representational Activities

52 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

9 %

Schedule 19
Administration

39 %

A
B
C

Robinson , Colin
Political Director
NA

$166,230

$3,567

$3,679

$173,476

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

79 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

21 %

A
B
C

Russo-Savage , Stuart
UniServ Director
NA

$166,961

$4,245

$3,133

$174,339

Schedule 15
Representational Activities

70 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

30 %

A
B
C

Slesar , Lara
Membership Organizer
NA

$119,704

$3,940

$2,533

$126,177

Schedule 15
Representational Activities

47 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

35 %

Schedule 19
Administration

18 %

TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS

$121,835

$2,172

$124,007

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

Total Employee Disbursements	$2,976,083	$0	$93,676	$195,883	$3,265,642
Less Deductions
Net Disbursements					$3,265,642

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 13 - MEMBERSHIP STATUS

FILE NUMBER: 513-365

Category of Membership (A)	Number (B)	Voting Eligibility (C)
Members (Total of all lines above)	12,617
Agency Fee Payers*
Total Members/Fee Payers	12,617
*Agency Fee Payers are not considered members of the labor organization.
Active ESP Sub	2	No
Active ESP Tier 1	462	Yes
Active ESP Tier 2	2,249	Yes
Active ESP Tier 3	79	Yes
Active Professional 25%	22	Yes
Active Professional 50%	172	Yes
Active Professional FT	8,404	Yes
Active Professional Sub	6	No
Reserve ESP	3	No
Reserve Professional	7	No
Retired Members	1,177	No
Staff	3	No
Students	31	No

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19

FILE NUMBER: 513-365

SCHEDULE 14 OTHER RECEIPTS
1. Named Payer Itemized Receipts	$1,386,829
2. Named Payer Non-itemized Receipts	$58,827
3. All Other Receipts	$133,627
4. Total Receipts	$1,579,283

SCHEDULE 17 CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements	$0
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$0
4. To Employees	$0
5. All Other Disbursements	$6,700
6. Total Disbursements	$6,700

SCHEDULE 15 REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements	$491,389
2. Named Payee Non-itemized Disbursements	$130,890
3. To Officers	$122,659
4. To Employees	$1,328,664
5. All Other Disbursements	$161,191
6. Total Disbursements	$2,234,793

SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee Itemized Disbursements	$97,740
2. Named Payee Non-itemized Disbursements	$153,886
3. To Officers	$0
4. To Employees	$470,139
5. All Other Disbursements	$118,496
6. Total Disbursements	$840,261

SCHEDULE 16 POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements	$63,500
2. Named Payee Non-itemized Disbursements	$14,500
3. To Officers	$3,038
4. To Employees	$157,041
5. All Other Disbursements	$2,024
6. Total Disbursements	$240,103

SCHEDULE 19 UNION ADMINISTRATION
1. Named Payee Itemized Disbursements	$119,793
2. Named Payee Non-itemized Disbursements	$43,437
3. To Officers	$89,078
4. To Employees	$1,309,802
5. All Other Disbursements	$78,888
6. Total Disbursements	$1,640,998

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 14 - OTHER RECEIPTS

FILE NUMBER: 513-365

Name and Address
(A)

CHAMPLAIN VALLEY SCHOOL DISTRICT

5420 SHELBURNE RD, STE 3
SHELBURNE
VT
05482

Type or Classification
(B)

school district

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,100
Total Non-Itemized Transactions with this Payee/Payer		$2,450
Total of All Transactions with this Payee/Payer for This Schedule		$10,550
PROFESSIONAL DEVELOPMENT	01/19/2023	$8,100

Name and Address
(A)

LAMOILLE SOUTH SU

46 COPLEY AVE
MORRISVILLE
VT
05661

Type or Classification
(B)

school district

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$9,875
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$9,875
PROFESSIONAL DEVELOPMENT	12/16/2022	$9,875

Name and Address
(A)

LIBERTY MUTUAL INSURANCE

175 BERKELEY STREET
BOSTON
MA
02116

Type or Classification
(B)

insurance company

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$12,450
Total Non-Itemized Transactions with this Payee/Payer		$792
Total of All Transactions with this Payee/Payer for This Schedule		$13,242
INSURANCE SETTLEMENT	10/17/2022	$12,450

Name and Address
(A)

NEA

1201 16TH STREET NW
WASHINGTON
DC
20036

Type or Classification
(B)

National Affiliate

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$1,009,198
Total Non-Itemized Transactions with this Payee/Payer		$24,610
Total of All Transactions with this Payee/Payer for This Schedule		$1,033,808
NEA UNISERV GRANT	09/15/2022	$102,915
ARP COORDINATOR	09/30/2022	$100,000
NEA KATE FRANK / DUSHANE	10/06/2022	$9,064
FORMS	10/06/2022	$7,940
FORMS	10/13/2022	$5,158
LABOR MANAGEMENT GRANT	10/27/2022	$30,000
LIBRARY LEADERSHIP GRANT	11/28/2022	$25,675
INTERNAL RACIAL JUSTICE ALIGNMENT GRANT	12/13/2022	$35,369
NEA UNISERV GRANT	12/15/2022	$92,624
NBCT GRANT	12/20/2022	$10,000
NEA SMALL STATES SUBSIDY	01/05/2023	$110,784
YRO GRANT	01/19/2023	$16,000
NEA FELLOWSHIP	01/26/2023	$6,187
NEA UNISERV GRANT	03/10/2023	$102,915
HC RESARCH GRANT	03/30/2023	$15,000
YRO GRANT	03/30/2023	$5,000
TEACHER SHORTAGE GRANT	05/18/2023	$7,500
NEA SMALL STATES SUBSIDY	06/08/2023	$110,784
NEA UNISERV GRANT	06/16/2023	$102,915
YRO GRANT	06/29/2023	$16,000
AEGIS PARTNERSHIP	07/12/2023	$12,500
ESP PEER MENTORING GRANT	07/26/2023	$25,000
YRO GRANT	07/26/2023	$19,400
LEGISLATIVE CRISIS GRANT	08/15/2023	$40,468

Name and Address
(A)

NORTH COUNTRY SU

121 DUCHESS AVE, SUITE A
NEWPORT
VT
05855

Type or Classification
(B)

school district

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$33,440
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$33,440
GROWVT-ED PROGRAM	12/07/2022	$24,000
PROFESSIONAL DEVELOPMENT	12/21/2022	$9,440

Name and Address
(A)

ORANGE EAST SU

64 MAIN ST
BRADFORD
VT
05033

Type or Classification
(B)

school district

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$10,345
Total of All Transactions with this Payee/Payer for This Schedule		$10,345

Name and Address
(A)

ORLEANS SOUTHWEST SUPERVISORY UNION

156 DANIELS ROAD
HARDWICK
VT
05843

Type or Classification
(B)

school district

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$9,910
Total of All Transactions with this Payee/Payer for This Schedule		$9,910

Name and Address
(A)

SOUTHWEST VERMONT SUPERVISORY UNION

184 NORTH STREET, SUITE 1
BENNINGTON
VT
05201

Type or Classification
(B)

school district

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$19,700
Total Non-Itemized Transactions with this Payee/Payer		$1,475
Total of All Transactions with this Payee/Payer for This Schedule		$21,175
PROFESSIONAL DEVELOPMENT	11/09/2022	$7,700
GROWVT-ED PROGRAM	07/27/2023	$12,000

Name and Address
(A)

ST JOHNSBURY SD

161 WESTERN AVE, SUITE 2
ST JOHNSBURY
VT
05819

Type or Classification
(B)

school district

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,000
Total Non-Itemized Transactions with this Payee/Payer		$2,000
Total of All Transactions with this Payee/Payer for This Schedule		$12,000
GROWVT-ED PROGRAM	11/18/2022	$10,000

Name and Address
(A)

VEHI

52 PIKE DRIVE
BERLIN
VT
05602

Type or Classification
(B)

insurance partner

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$224,066
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$224,066
QUARTERLY PAYMENT	10/07/2022	$56,294
QUARTERLY PAYMENT	01/06/2023	$56,294
QUARTERLY PAYMENT	04/10/2023	$56,294
QUARTERLY PAYMENT	07/07/2023	$55,184

Name and Address
(A)

VT Agency of Education

1 NATIONAL LIFE DRIVE
MONTPELIER
VT
05602

Type or Classification
(B)

state agency

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$60,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$60,000
GROWVT-ED PROGRAM	08/31/2023	$60,000

Name and Address
(A)

WILLISTON CENTRAL SCHOOL

195 CENTRAL SCHOOL
WILLISTON
VT
05495

Type or Classification
(B)

school district

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$7,245
Total of All Transactions with this Payee/Payer for This Schedule		$7,245

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES

FILE NUMBER: 513-365

Name and Address
(A)

ADDISON CENTRAL SCHOOL DISTRICT

49 CHARLES AVE
MIDDLEBURY
VT
05753

Type or Classification
(B)

LOCAL ASSOCIATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$87,848
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$87,848
Fellowship	04/07/2023	$87,848

Name and Address
(A)

AFRIKA A MILLS

6206 CASTLECOVE RD
CHARLOTTE
NC
28278

Type or Classification
(B)

SPEAKER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$6,000
Speaker Fee	08/10/2023	$6,000

Name and Address
(A)

AMAZON CAPITAL SERVICES INC

PO BOX 035184
SEATTLE
WA
98124

Type or Classification
(B)

SUPPLIES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$16,448
Total of All Transactions with this Payee/Payer for This Schedule		$16,448

Name and Address
(A)

AYUSHI, LLC

1117 WILLISTON RD
SOUTH BURLINGTON
VT
05403

Type or Classification
(B)

EVENT VENUE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$7,296
Total of All Transactions with this Payee/Payer for This Schedule		$7,296

Name and Address
(A)

CASTLETON CENTER FOR SCHOOLS

62 ALUMNI DR
CASTLETON
VT
05735

Type or Classification
(B)

PROFESSIONAL DEVELOPMENT PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$50,340
Total Non-Itemized Transactions with this Payee/Payer		$3,555
Total of All Transactions with this Payee/Payer for This Schedule		$53,895
course fee	03/23/2023	$38,715
course fee	12/20/2022	$11,625

Name and Address
(A)

CREATIVE MINDS KITCHEN

PO BOX 536
EAST BARRE
VT
05649

Type or Classification
(B)

CATERING VENDOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$9,637
Total of All Transactions with this Payee/Payer for This Schedule		$9,637

Name and Address
(A)

DOUBLETREE HOTEL BURLINGTON

1117 WILLISTON RD
SOUTH BURLINGTON
VT
05403

Type or Classification
(B)

EVENT VENUE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,423
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$6,423
member event	06/02/2023	$6,423

Name and Address
(A)

EMMA WHITE RESEARCH LLC

1327 JONES DRIVE, STE 106
ANN ARBOR
MI
48105

Type or Classification
(B)

SURVEY RESEARCH FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$43,500
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$43,500
member survey	11/18/2022	$20,000
survey analysis	12/09/2022	$23,500

Name and Address
(A)

FIRST STEP PRINT SHOP

115 NORTH STREET
BURLINGTON
VT
05401

Type or Classification
(B)

PRINTING SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,126
Total Non-Itemized Transactions with this Payee/Payer		$10,895
Total of All Transactions with this Payee/Payer for This Schedule		$18,021
PRINTING MAILERS	04/14/2023	$7,126

Name and Address
(A)

FORMOST

19209-A CHENNAULT WAY
GAITHERSBURG
MD
20879

Type or Classification
(B)

PRINTER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$37,972
Total Non-Itemized Transactions with this Payee/Payer		$5,569
Total of All Transactions with this Payee/Payer for This Schedule		$43,541
membership forms	10/14/2022	$17,141
membership forms	08/30/2023	$20,831

Name and Address
(A)

GEIGER

PO BOX 712144
CINCINNATI
OH
45271

Type or Classification
(B)

PROMOTIONAL SUPPLIES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,118
Total Non-Itemized Transactions with this Payee/Payer		$24,965
Total of All Transactions with this Payee/Payer for This Schedule		$30,083
member promotional items	12/20/2022	$5,118

Name and Address
(A)

HAMPTON INN

42 LOWER MOUNTAIN VIEW DR
COLCHESTER
VT
05446

Type or Classification
(B)

EVENT VENUE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,571
Total Non-Itemized Transactions with this Payee/Payer		$2,802
Total of All Transactions with this Payee/Payer for This Schedule		$8,373
member event	06/30/2023	$5,571

Name and Address
(A)

IRA LOBEL

204 MILNER AVE
ALBANY
NY
12208

Type or Classification
(B)

MEDIATION/ARBITRATION SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$21,000
Total of All Transactions with this Payee/Payer for This Schedule		$21,000

Name and Address
(A)

KILLINGTON PICO SKI RESORT PARTNERS LLC

228 EAST MOUNTAIN RD
KILLINGTON
VT
05751

Type or Classification
(B)

EVENT VENUE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$13,750
Total Non-Itemized Transactions with this Payee/Payer		$1,000
Total of All Transactions with this Payee/Payer for This Schedule		$14,750
member event	03/24/2023	$13,750

Name and Address
(A)

LAW OFFICE OF JAMES A DUMONT, ESQ PC

PO BOX 229
BRISTOL
VT
05443

Type or Classification
(B)

OUTSIDE COUNSEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$8,975
Total of All Transactions with this Payee/Payer for This Schedule		$8,975

Name and Address
(A)

MARKET DECISIONS, LLC

511 CONGRESS STREET
PORTLAND
ME
04101

Type or Classification
(B)

ADVERTISING

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$15,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$15,000
advertising	12/09/2022	$15,000

Name and Address
(A)

NANCY E DAIGLE

311 STATE ST, APT 4
MONTPELIER
VT
05602

Type or Classification
(B)

MEMBER CONSULTING

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$7,750
Total of All Transactions with this Payee/Payer for This Schedule		$7,750

Name and Address
(A)

NATL BOARD FOR PROF TEACHING STANDARDS

PO BOX 715105
PHILADELPHIA
PA
19171

Type or Classification
(B)

PROFESSIONAL DEVELOPMENT PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,215
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$8,215
recertification fees	02/03/2023	$8,215

Name and Address
(A)

NIKKIA YOUNG MINTZ

3714 HIGH STREET
OAKLAND
CA
94619

Type or Classification
(B)

SPEAKER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$21,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$21,000
Speaker Fee	09/09/2022	$21,000

Name and Address
(A)

NORTHERN HOSPITALITY, LTD

PO BOX 515
WHITE RIVER JCT
VT
05001

Type or Classification
(B)

EVENT VENUE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$8,798
Total of All Transactions with this Payee/Payer for This Schedule		$8,798

Name and Address
(A)

PENDULUM CREATIVE GROUP

80 NORFOLK ST
NEEDHAM
MA
02492

Type or Classification
(B)

MAILING SERVICE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$14,526
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$14,526
mailing services	10/28/2022	$14,526

Name and Address
(A)

PUBLIC ASSETS INSTITUTE

PO BOX 942
MONTPELIER
VT
05601

Type or Classification
(B)

COALITION SUPPORT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$25,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$25,000
program support	12/09/2022	$10,000
program support	02/03/2023	$15,000

Name and Address
(A)

THE NEW MEDIA FIRM

1730 RHODE ISLAND AVE, NW
WASHINGTON
DC
20036

Type or Classification
(B)

ADVERTISING

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$117,000
Total Non-Itemized Transactions with this Payee/Payer		$2,200
Total of All Transactions with this Payee/Payer for This Schedule		$119,200
advertising	03/10/2023	$37,000
advertising	08/25/2023	$80,000

Name and Address
(A)

VERMONT JOURNALISM TRUST

26 STATE STREET, STE 8
MONTPELIER
VT
05602

Type or Classification
(B)

ADVERTISING

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$15,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$15,000
advertising	07/21/2023	$15,000

Name and Address
(A)

VT-NEA SCHOLARS BOWL

179 CHAPIN RD
ESSEX
VT
05452

Type or Classification
(B)

SPONSORSHIP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$12,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$12,000
program sponsorship	12/20/2022	$12,000

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING

FILE NUMBER 513-365

Name and Address
(A)

MICKENBERG, DUNN, LACHS & SMITH PLC

29 PINE ST
BURLINGTON
VT
05402

Type or Classification
(B)

LOBBYIST

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$8,000
LOBBYIST SERVICES	05/05/2023	$8,000

Name and Address
(A)

NECRASON GROUP

33 COURT ST
MONTPELIER
VT
05602

Type or Classification
(B)

LOBBYIST

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$55,500
Total Non-Itemized Transactions with this Payee/Payer		$14,500
Total of All Transactions with this Payee/Payer for This Schedule		$70,000
LOBBYIST SERVICES	12/09/2022	$6,500
LOBBYIST SERVICES	01/06/2023	$9,000
LOBBYIST SERVICES	02/03/2023	$7,500
LOBBYIST SERVICES	03/03/2023	$7,500
LOBBYIST SERVICES	04/07/2023	$5,000
LOBBYIST SERVICES	05/05/2023	$5,000
LOBBYIST SERVICES	06/02/2023	$5,000
LOBBYIST SERVICES	07/07/2023	$5,000
LOBBYIST SERVICES	08/10/2023	$5,000

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS

FILE NUMBER: 513-365

There was no data found for this schedule.

SCHEDULE 18 - GENERAL OVERHEAD

FILE NUMBER: 513-365

Name and Address
(A)

CASELLA WASTE MANAGEMENT, INC

PO BOX 1372
WILLISTON
VT
05495

Type or Classification
(B)

TRASH HAULER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$8,880
Total of All Transactions with this Payee/Payer for This Schedule		$8,880

Name and Address
(A)

CDW DIRECT

PO BOX 75723
CHICAGO
IL
60675

Type or Classification
(B)

COMPUTER AND SUPPLIES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$11,590
Total Non-Itemized Transactions with this Payee/Payer		$4,898
Total of All Transactions with this Payee/Payer for This Schedule		$16,488
COMPUTER EQUIPMENT	02/10/2023	$11,590

Name and Address
(A)

CITY OF MONTPELIER

39 MAIN ST
MONTPELIER
VT
05602

Type or Classification
(B)

PROPERTY TAXES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$15,568
Total of All Transactions with this Payee/Payer for This Schedule		$15,568

Name and Address
(A)

COMCAST

PO BOX 70219
PHILADELPHIA
PA
19176

Type or Classification
(B)

INTERNET PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$11,222
Total of All Transactions with this Payee/Payer for This Schedule		$11,222

Name and Address
(A)

CVENT

PO BOX 822699
PHILADELPHIA
PA
19182

Type or Classification
(B)

EVENT SOFTWARE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$19,950
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$19,950
SOFTWARE RENEWAL	05/12/2023	$19,950

Name and Address
(A)

DATABASICS, INC

12700 SUNRISE VAL DR
RESTON
VA
20191

Type or Classification
(B)

SOFTWARE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$9,360
Total of All Transactions with this Payee/Payer for This Schedule		$9,360

Name and Address
(A)

GREEN MOUNTAIN POWER CORP

PO BOX 1611
BRATTLEBORO
VT
05302

Type or Classification
(B)

ELECTRIC SUPPLIER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$14,041
Total of All Transactions with this Payee/Payer for This Schedule		$14,041

Name and Address
(A)

K. BELLAVANCE LANDWORKS & HAULING LLC

69 PITMAN RD
BARRE
VT
05641

Type or Classification
(B)

PROPERTY MAINTENANCE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$12,065
Total of All Transactions with this Payee/Payer for This Schedule		$12,065

Name and Address
(A)

LIBERTY MUTUAL INSURANCE

PO BOX 2051
KEENE
NH
03431

Type or Classification
(B)

INSURANCE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$37,106
Total of All Transactions with this Payee/Payer for This Schedule		$37,106

Name and Address
(A)

M & T BANK

PO BOX 62120
BALTIMORE
MD
21264

Type or Classification
(B)

CREDIT CARD VENDOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$0

Name and Address
(A)

NEW ENGLAND AIR SYSTEMS

PO BOX 525
WILLISTON
VT
05495

Type or Classification
(B)

EQUIPMENT PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$29,220
Total Non-Itemized Transactions with this Payee/Payer		$5,452
Total of All Transactions with this Payee/Payer for This Schedule		$34,672
6 REPLACEMENT HVAC SYSTEMS	10/21/2022	$24,000
REPLACEMENT HVAC	06/23/2023	$5,220

Name and Address
(A)

NFP

PO BOX 626
WAITSFIELD
VT
05673

Type or Classification
(B)

BROKER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,300
Total of All Transactions with this Payee/Payer for This Schedule		$5,300

Name and Address
(A)

PITNEY BOWES GLOBAL FINANCIAL SERVS LLC

PO BOX 981022
BOSTON
MA
02298

Type or Classification
(B)

EQUIPMENT LEASE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,038
Total of All Transactions with this Payee/Payer for This Schedule		$5,038

Name and Address
(A)

PURCHASE POWER

PO BOX 981026
BOSTON
MA
02298

Type or Classification
(B)

POSTAGE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,592
Total of All Transactions with this Payee/Payer for This Schedule		$5,592

Name and Address
(A)

RINGCENTRAL, INC

20 DAVIS DRIVE
BELMONT
CA
94002

Type or Classification
(B)

TELEPHONE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$13,106
Total Non-Itemized Transactions with this Payee/Payer		$6,027
Total of All Transactions with this Payee/Payer for This Schedule		$19,133
NEW CONFERENCING SYSTEM	10/14/2022	$13,106

Name and Address
(A)

SYMQUEST GROUP, INC

PO BOX 2384
SOUTH BURLINGTON
VT
05407

Type or Classification
(B)

EQUIPMENT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$15,744
Total Non-Itemized Transactions with this Payee/Payer		$10,887
Total of All Transactions with this Payee/Payer for This Schedule		$26,631
NEW MFP COPIER	12/20/2022	$15,744

Name and Address
(A)

THE PRINT & MAILING CENTER

PO BOX 646
BARRE
VT
05641

Type or Classification
(B)

MAILING SERVICE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,130
Total Non-Itemized Transactions with this Payee/Payer		$2,450
Total of All Transactions with this Payee/Payer for This Schedule		$10,580
MAILING SERVICES	02/17/2023	$8,130

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 19 - UNION ADMINISTRATION

FILE NUMBER: 513-365

Name and Address
(A)

CQ STRATEGIES LLC

PO BOX 81
MONTPELIER
VT
05602

Type or Classification
(B)

CONSULTING FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$41,515
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$41,515
Consulting Services	05/12/2023	$20,675
Consulting Services	08/10/2023	$20,840

Name and Address
(A)

CREATIVE MINDS KITCHEN

PO BOX 536
EAST BARRE
VT
05649

Type or Classification
(B)

CATERING VENDOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$8,855
Total of All Transactions with this Payee/Payer for This Schedule		$8,855

Name and Address
(A)

DELIVER STRATEGIES, LLC

PO BOX 100970
ARLINGTON
VA
22210

Type or Classification
(B)

ADVERTISING

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,680
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$10,680
Advertising	08/10/2023	$10,680

Name and Address
(A)

DENIS RICKER & BROWN INC

2 PIONEER ST
MONTPELIER
VT
05602

Type or Classification
(B)

INSURANCE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,786
Total of All Transactions with this Payee/Payer for This Schedule		$6,786

Name and Address
(A)

ELECTION-AMERICA, INC

155 MINEOLA BVLD, STE 102
MINEOLA
NY
11501

Type or Classification
(B)

ELECTION SUPPORT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$14,817
Total Non-Itemized Transactions with this Payee/Payer		$246
Total of All Transactions with this Payee/Payer for This Schedule		$15,063
Election Management Services	05/05/2023	$14,817

Name and Address
(A)

HOOKER & HOLCOMBE RETIREMENT SERVICES

1300 HALL BOULEVARD, STE 1C
BLOOMFIELD
CT
06002

Type or Classification
(B)

RETIREMENT PLAN ADMIN

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$18,566
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$18,566
Retirement Plan Audit	06/12/2023	$18,566

Name and Address
(A)

KDO CONSULTING LLC

903 FOURTH ST
LIVERPOOL
NY
13088

Type or Classification
(B)

MANAGEMENT CONSULTING

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$19,750
Total of All Transactions with this Payee/Payer for This Schedule		$19,750

Name and Address
(A)

M2 STOWE TENANT LLC

1503 LBJ FREEWAY, STE 300
DALLAS
TX
75234

Type or Classification
(B)

EVENT VENUE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$18,415
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$18,415
Annual Membership Meeting Deposit	02/03/2023	$9,207
Annual Membership Meeting	03/17/2023	$9,208

Name and Address
(A)

MUDGETT, JENNETT & KROGH-WISNER

14 MAIN ST, STE 2
MONTPELIER
VT
05601

Type or Classification
(B)

OUTSIDE AUDITORS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$15,800
Total Non-Itemized Transactions with this Payee/Payer		$1,800
Total of All Transactions with this Payee/Payer for This Schedule		$17,600
Auditing Services	03/17/2023	$9,800
Financial Statements and Tax Returns	05/12/2023	$6,000

Name and Address
(A)

PARK US LESSEE HOLDINGS INC

1751 HOTEL PLAZA BLVD
LAKE BUENA VISTA
FL
32830

Type or Classification
(B)

EVENT VENUE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,000
Total of All Transactions with this Payee/Payer for This Schedule		$6,000

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 20 - BENEFITS

FILE NUMBER: 513-365

Description (A)	To Whom Paid (B)	Amount (C)
Total of all lines above (Total will be automatically entered in Item 55.)		$1,458,968
Health Insurance	BlueCross BlueShield of VT	$584,524
Dental Insurance	Northeast Delta Dental	$50,321
Life, AD&D, Disability Insurance	Standard Insurance	$52,347
401k Retirement	Commonwealth Financial Services	$45,440
401k Retirement	Fidelity	$141,913
401k Retirement	Infinex	$90,812
401k Retirement	Kestra	$342,934
401k Retirement	LPL	$23,561
401k Retirement	MML Investors Services	$17,625
401k Retirement	Schwab	$36,414
401k Retirement	T Rowe	$34,700
HRA Payments	csONE	$38,377

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

69. ADDITIONAL INFORMATION SUMMARY

FILE NUMBER: 513-365

Question 11(a):

Question 11(a):

Question 11(a):

Question 11(a): Question 11(a): Vermont-NEA Fund for Children and Public Education

Question 12:

Question 12:

Question 12:

Question 12: Mudgett, Jennett & Krogh-Wisner, P.C.

Schedule 1, Row1:

Schedule 1, Row1::::::

Schedule 1, Row2:

Schedule 1, Row2::::::

Schedule 1, Row3:

Schedule 1, Row3::::::

Schedule 1, Row4:

Schedule 1, Row4::::::

Schedule 1, Row5:

Schedule 1, Row5::::::

Schedule 1, Row6:

Schedule 1, Row6::::::

Schedule 1, Row7:

Schedule 1, Row7::::::

Schedule 1, Row8:

Schedule 1, Row8::::::

Schedule 1, Row9:

Schedule 1, Row9::::::

Schedule 8, Row1:

Schedule 8, Row1::

Schedule 8, Row2:

Schedule 8, Row2::

Schedule 8, Row3:

Schedule 8, Row3::

Schedule 8, Row4:

Schedule 8, Row4::

Schedule 8, Row5:

Schedule 8, Row5::

Schedule 8, Row6:

Schedule 8, Row6::

Schedule 8, Row7:

Schedule 8, Row7::

Schedule 8, Row8:

Schedule 8, Row8::

Schedule 8, Row9:

Schedule 8, Row9::

Schedule 8, Row10:

Schedule 8, Row10::

Schedule 8, Row11:

Schedule 8, Row11::

Schedule 13, Row1:Schedule 13, Row1::non-voting classroom support staff substitute

Schedule 13, Row1:

Schedule 13, Row1::substitutes have no voting rights

Schedule 13, Row2:

Schedule 13, Row2::Calendar year Education Support Staff member

Schedule 13, Row2:

Schedule 13, Row2::

Schedule 13, Row3:

Schedule 13, Row3::School Year Education Support Staff Member

Schedule 13, Row3:

Schedule 13, Row3::

Schedule 13, Row4:

Schedule 13, Row4::Part Time Education Support Staff

Schedule 13, Row4:

Schedule 13, Row4::

Schedule 13, Row5:Schedule 13, Row5::Quarter Time Teaching Professional Member

Schedule 13, Row5:

Schedule 13, Row5::

Schedule 13, Row6:

Schedule 13, Row6::Half Time Teacher Member

Schedule 13, Row6:

Schedule 13, Row6::

Schedule 13, Row7:

Schedule 13, Row7::Full Time Teacher Member

Schedule 13, Row7:

Schedule 13, Row7::

Schedule 13, Row8:

Schedule 13, Row8::Substitute Teacher Member

Schedule 13, Row8:

Schedule 13, Row8::substitute teachers do not have voting rughts

Schedule 13, Row9:

Schedule 13, Row9::Reserve membership for Education Support Staff, no voting rights

Schedule 13, Row9:

Schedule 13, Row9::reserve members do not have voting rights

Schedule 13, Row10:

Schedule 13, Row10::Reserve Professional Teacher member, no voting rights

Schedule 13, Row10:

Schedule 13, Row10::reserve professional teachers do not have voting rights.

Schedule 13, Row11:

Schedule 13, Row11::Retired Teacher and Education Support Staff Members, no voting rights

Schedule 13, Row11:

Schedule 13, Row11::Retired members do not have voting rights

Schedule 13, Row12:

Schedule 13, Row12::Employees of the association that are also members of the union association.

Schedule 13, Row12:

Schedule 13, Row12::staff members do not have voting rights

Schedule 13, Row13:

Schedule 13, Row13::College Students studying education that are members

Schedule 13, Row13:

Schedule 13, Row13::



Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)