000-325 (LM2) 12/31/2023

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
000-325

2. PERIOD COVERED
From	01/01/2023
Through	12/31/2023

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 UNIVERSITY PROFESSORS, AM ASN, IND
5. DESIGNATION (Local, Lodge, etc.) NATIONAL HEADQUARTERS	6. DESIGNATION NBR
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name NANCY	Last Name LONG
P.O Box - Building and Room Number
Number and Street 555 New Jersey Ave NW #600
City WASHINGTON
State DC	ZIP Code + 4 20001

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:

Irene T Mulvey

PRESIDENT

71. SIGNED:

Rudy H Fichtenbaum

TREASURER

Date:

Mar 30, 2024

Telephone Number:

860-575-7174

Date:

Mar 30, 2024

Telephone Number:

937-620-7430

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

ITEMS 10 THROUGH 21

FILE NUMBER: 000-325

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?	No
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?	No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?	Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)	No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?	$500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?	No
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?	No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?	No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?	No
19. What is the date of the labor organization's next regular election of officers?	06/2024

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

42,477

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	Varies	per	Year	70	315
(b) Working Dues/Fees		per
(c) Initiation Fees		per
(d) Transfer Fees		per
(e) Work Permits		per

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

STATEMENT A - ASSETS AND LIABILITIES

FILE NUMBER: 000-325

ASSETS

ASSETS	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
22. Cash		$2,034,831	$4,472,927
23. Accounts Receivable	1	$3,025,527	$3,037,040
24. Loans Receivable	2
25. U.S. Treasury Securities		$0	$0
26. Investments	5	$9,529,058	$8,012,168
27. Fixed Assets	6	$603,806	$464,286
28. Other Assets	7	$1,927,455	$1,726,775
29. TOTAL ASSETS		$17,120,677	$17,713,196

LIABILITIES

LIABILITIES	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
30. Accounts Payable	8	$1,304,958	$1,664,504
31. Loans Payable	9	$0
32. Mortgages Payable		$0	$0
33. Other Liabilities	10	$5,121,811	$5,560,963
34. TOTAL LIABILITIES		$6,426,769	$7,225,467

35. NET ASSETS

$10,693,908

$10,487,729

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

STATEMENT B - RECEIPTS AND DISBURSEMENTS

FILE NUMBER: 000-325

CASH RECEIPTS	SCH	AMOUNT
36. Dues and Agency Fees		$7,611,574
37. Per Capita Tax		$0
38. Fees, Fines, Assessments, Work Permits		$0
39. Sale of Supplies		$0
40. Interest		$236,028
41. Dividends		$135,214
42. Rents		$0
43. Sale of Investments and Fixed Assets	3	$1,716,864
44. Loans Obtained	9
45. Repayments of Loans Made	2
46. On Behalf of Affiliates for Transmittal to Them		$0
47. From Members for Disbursement on Their Behalf		$0
48. Other Receipts	14	$3,372,787
49. TOTAL RECEIPTS		$13,072,467

CASH DISBURSEMENTS		SCH	AMOUNT
50. Representational Activities		15	$2,998,465
51. Political Activities and Lobbying		16	$49,445
52. Contributions, Gifts, and Grants		17	$1,932
53. General Overhead		18	$3,225,200
54. Union Administration		19	$1,204,064
55. Benefits		20	$957,108
56. Per Capita Tax			$1,889,851
57. Strike Benefits			$0
58. Fees, Fines, Assessments, etc.			$0
59. Supplies for Resale			$0
60. Purchase of Investments and Fixed Assets		4	$7,560
61. Loans Made		2
62. Repayment of Loans Obtained		9
63. To Affiliates of Funds Collected on Their Behalf			$0
64. On Behalf of Individual Members			$0
65. Direct Taxes			$364,786

66. Subtotal			$10,698,411
67. Withholding Taxes and Payroll Deductions
67a. Total Withheld	$1,397,638
67b. Less Total Disbursed	$1,333,598
67c. Total Withheld But Not Disbursed			$64,040
68. TOTAL DISBURSEMENTS			$10,634,371

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

SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE

FILE NUMBER: 000-325

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	$1,903,401	$305,015	$1,218,713	$0
Totals from all other accounts receivable	$1,133,639	$20,854	$40,915	$0
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B))	$3,037,040	$325,869	$1,259,628	$0
Adelphi University CB Chapter	$36,812	$0	$36,526	$0
California Faculty Association CB Chapter	$100,301	$44,879	$14,140	$0
Cleveland State University CB Chapter	$64,670	$16,324	$32,023	$0
Connecticut State University CB Chapter	$116,486	$20,000	$7,628	$0
Delaware State University CB Chapter	$48,278	$7,024	$34,231	$0
Delaware Valley University CB Chapter	$5,617	$0	$5,617	$0
Drew University Chapter	$11,212	$0	$11,212	$0
Edward Waters College CB Chapter	$9,267	$1,152	$6,963	$0
Emerson College (AFEC) CB Chapter	$15,920	$0	$15,920	$0
Hamline University Chapter	$55,746	$2,436	$50,873	$0
Hobart & William Smith College Chapter	$29,257	$3,040	$23,177	$0
Hofstra University CB Chapter	$40,710	$0	$39,600	$0
Indian River State College CB Chapter	$11,943	$6,739	$0	$0
Kalamazoo Valley CC CB Chapter	$20,732	$7,533	$5,666	$0
Kent State Univ Tenured/Tenure Track CB Chapter	$103,651	$0	$103,651	$0
Kent State Univ FT Non-Tenure Track CB Chapter	$197,391	$20,405	$157,841	$0
Molloy College Chapter	$6,506	$4,301	$2,205	$0
Montgomery College CB Chapter	$45,562	$22,781	$0	$0
NJIT-Professional Staff Association CB Chapter	$61,445	$15,543	$30,360	$0
North Central State Faculty Association CB Chapter	$6,674	$1,019	$4,701	$0
Northern Illinois University CB Chapter	$33,786	$14,834	$4,119	$0
NYIT CB Chapter	$50,708	$0	$39,409	$0
Oregon Institute of Technology CB Chapter	$11,753	$0	$5,750	$0
Plymouth State University CB Chapter	$11,158	$5,546	$65	$0
Rider University CB Chapter	$36,750	$18,375	$0	$0
Rutgers PT Lecturers CB Chapter	$9,908	$9,908	$0	$0
San Diego Faculty Association (SDFA) Chapter	$5,441	$0	$5,441	$0
Southwestern Illinois College CB Chapter	$53,196	$6,093	$41,010	$0
Suffolk Affiliated Faculty PT CB Chapter	$27,662	$0	$27,662	$0
UMDNJ CB Chapter	$294,887	$0	$294,887	$0
Union County College CB Chapter	$10,957	$0	$10,957	$0
United Academics-Univ of Oregon CB Chapter	$76,990	$142	$38,413	$0
University of Illinois at Urbana-Champaign NTFC CB	$70,972	$9,179	$52,615	$0
University of Iowa Chapter	$11,373	$0	$5,564	$0
University of New Hampshire CB Chapter	$23,952	$985	$22,967	$0
University of Northern Iowa - United Faculty CB Ch	$9,839	$0	$9,839	$0
University of Scranton CB Chapter	$48,775	$16,258	$16,259	$0
University of West Georgia Chapter	$15,674	$2,276	$11,123	$0
Wilberforce University CB Chapter	$42,012	$1,058	$39,897	$0
Bowling Green State University CB Chapter	$36,279	$36,279	$0	$0
Fairfield University CB Chapter	$33,149	$10,906	$10,402	$0

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

SCHEDULE 2 - LOANS RECEIVABLE

FILE NUMBER: 000-325

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: 000-325

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	$3,477,550	$3,477,550	$2,820,923	$2,820,923
Marketable Securities	$3,477,550	$3,477,550	$2,820,923	$2,820,923

				Less Reinvestments	$1,104,059
(The total from Net Sales Line will be automatically entered in Item 43)				Net Sales	$1,716,864

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

SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 000-325

Description (if land or buildings, give location) (A)	Cost (B)	Book Value (C)	Cash Paid (D)
Total of all lines above	$1,111,619	$1,111,619	$1,111,619
Furniture and Fixtures	$7,560	$7,560	$7,560
Marketable Securities	$1,104,059	$1,104,059	$1,104,059

		Less Reinvestments	$1,104,059
(The total from Net Purchases Line will be automatically entered in Item 60.)		Net Purchases	$7,560

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

SCHEDULE 5 - INVESTMENTS

FILE NUMBER: 000-325

Description (A)	Amount (B)
Marketable Securities
A. Total Cost	$8,844,843
B. Total Book Value	$8,012,168
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.

Societe Generale 0.8% Bond	$482,190
Federal Farm Credit Bank 0.52% Bond	$465,620
Barclays Bank PLC Note	$493,280
Credit Agricole CIB SA Note	$462,445
Societe Generale 1.236% Note	$465,015
Block Financial 2.5% Bond	$446,375

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))

$8,012,168

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

SCHEDULE 6 - FIXED ASSETS

FILE NUMBER: 000-325

Description (A)	Cost or Other Basis (B)	Total Depreciation or Amount Expensed (C)	Book Value (D)	Value (E)
A. Land (give location)	$0		$0	$0

B. Buildings (give location)

C. Automobiles and Other Vehicles

D. Office Furniture and Equipment

$1,050,406

$1,038,642

$11,764

E. Other Fixed Assets

$517,168

$64,646

$452,522

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

$1,567,574

$1,103,288

$464,286

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

SCHEDULE 7 - OTHER ASSETS

FILE NUMBER: 000-325

Description (A)	Book Value (B)
Total (Total will be automatically entered in Item 28, Column(B))	$1,726,775
Prepaid Expenses	$33,689
Security Deposits	$8,790
Due from AAUP Foundation	$217,579
Accrued Interest	$31,307
Right of Use Assets	$1,626,156
Allowance for Doubtful Accounts	-$190,746

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

SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE

FILE NUMBER: 000-325

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	$1,664,504	$0	$0	$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D))	$1,664,504	$0	$0	$0

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

SCHEDULE 9 - LOANS PAYABLE

FILE NUMBER: 000-325

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: 000-325

Description (A)	Amount at End of Period (B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D))	$5,560,963
Refunds Payable	$89,949
Accrued Leave	$231,934
Lease Liability	$2,345,025
Post Retirement Benefit Obligation	$1,770,842
Employee Withholding Payable	$62,755
Deferred Revenue	$975,496
Unclaimed Property	$84,962

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

SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS

FILE NUMBER: 000-325

(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

Baldwin , Davarian
Council Member (District)
C

$1,771

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

Davis , Paul
Vice-President
C

$1,895

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

Gallo , Antonio
Council Member (District)
C

$5,721

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

Longa , Ernesto
Council Member (At Large)
C

$1,535

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

Lieberwitz , Risa
General Council
C

$21,453

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

Majumdar , Nivedita
Council Member (At Large)
C

$2,820

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

McNay , John
Council Member (District)
P

$3,009

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

Mulvey , Irene
President
C

$20,050

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

Murch , Donna
Council Member (District)
C

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

Rawls , Glinda
Council Member (At-Large)
C

$7,874

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

Rosemblatt , Karin
Council Member (District)
C

$1,574

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

Sinclair , Chris
Secretary-Treasurer
C

$13,774

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

Total Officer Disbursements	$0	$0	$81,476	$0	$81,476
Less Deductions					$1
Net Disbursements					$81,475

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

SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES

FILE NUMBER: 000-325

(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

Benjamin , Kelly
Media Comm Strategist
None

$95,137

$3,611

$98,748

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

Bostic , Mark
Director DOS
None

$220,464

$2,371

$222,835

Schedule 15
Representational Activities

97 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

3 %

Schedule 19
Administration

0 %

A
B
C

Bradley , Gwendolyn
Director of External Rela
None

$162,885

$4,900

$167,785

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

3 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

97 %

A
B
C

Briscoe , Carlton
Controller
None

$133,689

$1,705

$135,394

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

Colby , Glenn
Senior Researcher
None

$115,851

$2,024

$117,875

Schedule 15
Representational Activities

90 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

5 %

Schedule 19
Administration

5 %

A
B
C

Criley , Mark
Senior Program Officer
None

$108,944

$830

$109,774

Schedule 15
Representational Activities

32 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

67 %

Schedule 19
Administration

1 %

A
B
C

Davids , Carlton
Chief Financial Operati
None

$63,878

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

Davidson , Wilhelm
Office Coordinator/Purcha
None

$92,830

$1,446

$94,276

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

Decesare , Michael
Senior Program Officer
None

$122,384

$4,476

$126,860

Schedule 15
Representational Activities

25 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

67 %

Schedule 19
Administration

8 %

A
B
C

Ferguson , Michael
Managing Editor
None

$124,208

$3,787

$127,995

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

1 %

Schedule 19
Administration

99 %

A
B
C

Field , Shawn
Lead Organizer
None

$95,137

$4,373

$99,510

Schedule 15
Representational Activities

92 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

8 %

A
B
C

Gray , Shalita
HR Manager
None

$95,896

$3,061

$98,957

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

92 %

Schedule 19
Administration

8 %

A
B
C

Guzman , Ruben
Research Assistant
None

$70,007

$3,980

$73,987

Schedule 15
Representational Activities

92 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

8 %

A
B
C

Hand , Kelly
Writer/Editor
None

$101,064

$3,156

$104,220

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

1 %

Schedule 19
Administration

99 %

A
B
C

Hanible , Debra
Administrative Coordinato
None

$85,800

Schedule 15
Representational Activities

17 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

68 %

Schedule 19
Administration

15 %

A
B
C

Harwell , Jasmine
Legal AA/Paralegal
None

$21,647

$951

$22,598

Schedule 15
Representational Activities

1 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

99 %

Schedule 19
Administration

0 %

A
B
C

Kesler , Zachary
Database Administrator
None

$69,187

Schedule 15
Representational Activities

68 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

32 %

Schedule 19
Administration

0 %

A
B
C

Kociemba , David
Organizer
None

$84,394

$21,687

$106,081

Schedule 15
Representational Activities

98 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

1 %

Schedule 19
Administration

1 %

A
B
C

Kress , Ellen
Organizer/Sr Prog Officer
None

$40,521

$8,036

$48,557

Schedule 15
Representational Activities

92 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

8 %

Schedule 19
Administration

0 %

A
B
C

Langkamp , David
Program Coordinator
None

$78,538

$1,385

$79,923

Schedule 15
Representational Activities

16 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

84 %

Schedule 19
Administration

0 %

A
B
C

Levy , Anita
Senior Program Officer
None

$125,106

$2,176

$127,282

Schedule 15
Representational Activities

32 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

65 %

Schedule 19
Administration

3 %

A
B
C

Long , Nancy
Executive Director
None

$206,310

$5,268

$211,578

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

68 %

Schedule 19
Administration

22 %

A
B
C

Maralit , Marlan
Lead Organizer
None

$104,982

$16,849

$121,831

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

McGee , Torya
Event Planner
None

$81,902

$2,816

$84,718

Schedule 15
Representational Activities

22 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

12 %

Schedule 19
Administration

66 %

A
B
C

Musselman , Malori
Organizer
None

$79,697

$11,916

$91,613

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

Nevin , Doreen
Executive Assistant
None

$11,135

$50

$11,185

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

54 %

Schedule 19
Administration

46 %

A
B
C

Niaz , Seyar
Senior Accountant
None

$99,423

$1,768

$101,191

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

Nisenson , Aaron
Senior Counsel
None

$208,500

$5,197

$213,697

Schedule 15
Representational Activities

8 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

84 %

Schedule 19
Administration

8 %

A
B
C

Owens , Monica
Field Service Representat
None

$99,045

$2,785

$101,830

Schedule 15
Representational Activities

91 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

9 %

Schedule 19
Administration

0 %

A
B
C

Quinn , Mariah
Digital Organizer
None

$100,927

$1,646

$102,573

Schedule 15
Representational Activities

5 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

62 %

Schedule 19
Administration

33 %

A
B
C

Rhea , Austin
Communication Assistant
None

$60,237

$328

$60,565

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

8 %

Schedule 19
Administration

92 %

A
B
C

Sablan , Jenna
Government Relations
None

$40,499

$1,139

$41,638

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

79 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

21 %

Schedule 19
Administration

0 %

A
B
C

Schmid , Julie
Executive Director
None

$141,193

$6,213

$147,406

Schedule 15
Representational Activities

6 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

62 %

Schedule 19
Administration

32 %

A
B
C

Scholtz , Gregory
Director of Academic Free
None

$157,988

$677

$158,665

Schedule 15
Representational Activities

24 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

75 %

Schedule 19
Administration

1 %

A
B
C

Sederstrom , Scott
Researcher
None

$52,105

$3,876

$55,981

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

Seidou , Mlatibe
Program Coordinator
None

$82,619

$1,931

$84,550

Schedule 15
Representational Activities

93 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

7 %

Schedule 19
Administration

0 %

A
B
C

Sparks , Elizabeth
Lead Organizer
None

$36,093

$29,304

$65,397

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

Swidriski , Edward
Assistant Counsel
None

$107,940

$3,213

$111,153

Schedule 15
Representational Activities

49 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

50 %

Schedule 19
Administration

1 %

A
B
C

Thompson, Jr. , Jerome
Organizer
None

$81,279

$24,199

$105,478

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

Tiede , Hans-Joerg
Director of Research
None

$139,802

$13,527

$153,329

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

Tubongbanua , Remedios
Membership Services Datab
None

$76,493

$973

$77,466

Schedule 15
Representational Activities

21 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

79 %

Schedule 19
Administration

0 %

A
B
C

Waldron , Lawrence
Accounts Payable/Payroll
None

$79,181

$705

$79,886

Schedule 15
Representational Activities

8 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

92 %

Schedule 19
Administration

0 %

A
B
C

Wang , Rebecca
Assistant Director of Mem
None

$108,214

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

93 %

Schedule 19
Administration

7 %

TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

Total Employee Disbursements	$4,263,131	$0	$208,335	$0	$4,471,466
Less Deductions					$1,397,638
Net Disbursements					$3,073,828

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

SCHEDULE 13 - MEMBERSHIP STATUS

FILE NUMBER: 000-325

Category of Membership (A)	Number (B)	Voting Eligibility (C)
Members (Total of all lines above)	42,477
Agency Fee Payers*	0
Total Members/Fee Payers	42,477
*Agency Fee Payers are not considered members of the labor organization.
Full Time	36,851	Yes
Part Time	3,815	Yes
Retired	1,029	Yes
Graduate	673	Yes
Associate	109	No

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

DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19

FILE NUMBER: 000-325

SCHEDULE 14 OTHER RECEIPTS
1. Named Payer Itemized Receipts	$3,198,246
2. Named Payer Non-itemized Receipts	$17,540
3. All Other Receipts	$157,001
4. Total Receipts	$3,372,787

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	$1,932
6. Total Disbursements	$1,932

SCHEDULE 15 REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements	$787,200
2. Named Payee Non-itemized Disbursements	$235,566
3. To Officers	$0
4. To Employees	$1,763,701
5. All Other Disbursements	$211,998
6. Total Disbursements	$2,998,465

SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee Itemized Disbursements	$971,858
2. Named Payee Non-itemized Disbursements	$276,694
3. To Officers	$0
4. To Employees	$1,850,047
5. All Other Disbursements	$126,601
6. Total Disbursements	$3,225,200

SCHEDULE 16 POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements	$9,677
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$0
4. To Employees	$37,928
5. All Other Disbursements	$1,840
6. Total Disbursements	$49,445

SCHEDULE 19 UNION ADMINISTRATION
1. Named Payee Itemized Disbursements	$186,599
2. Named Payee Non-itemized Disbursements	$34,371
3. To Officers	$81,476
4. To Employees	$819,794
5. All Other Disbursements	$81,824
6. Total Disbursements	$1,204,064

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

SCHEDULE 14 - OTHER RECEIPTS

FILE NUMBER: 000-325

Name and Address
(A)

AAUP Foundation

555 New Jersey Avenue, NW
Washington
DC
20001

Type or Classification
(B)

Charitable Organization

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$99,403
Total Non-Itemized Transactions with this Payee/Payer		$250
Total of All Transactions with this Payee/Payer for This Schedule		$99,653
Academic Freedom Fund Grants	04/14/2023	$99,403

Name and Address
(A)

AAUP-BHSNJ

11 Stone Street
New Brunswick
NJ
08901

Type or Classification
(B)

AAUP Member

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,538
Total Non-Itemized Transactions with this Payee/Payer		$4,724
Total of All Transactions with this Payee/Payer for This Schedule		$10,262
Insurance Reimbursement	03/21/2023	$5,538

Name and Address
(A)

AFT

555 New Jersey Avenue, NW
Washington
DC
20001

Type or Classification
(B)

Labor Union

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$2,713,388
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$2,713,388
Support payment	02/09/2023	$639,425
Support payment	05/02/2023	$633,352
Support payment	06/01/2023	$470,000
Support payment	08/02/2023	$653,482
Support payment	12/21/2023	$317,129

Name and Address
(A)

AMBA Administrators, Inc

6034 W Courtyard Dr. #300
Austin
TX
78730

Type or Classification
(B)

Insurance Company

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,306
Total Non-Itemized Transactions with this Payee/Payer		$6,729
Total of All Transactions with this Payee/Payer for This Schedule		$12,035
Royalty Income	05/25/2023	$5,306

Name and Address
(A)

Connecticut State Conference
PO Box 1597

New Milford
CT
06776

Type or Classification
(B)

AAUP State Conference

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,556
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$5,556
Reimbursement for Financial Report	11/28/2023	$5,556

Name and Address
(A)

Cvent
PO Box 822699

Philadelphia
PA
19182

Type or Classification
(B)

Event services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$35,104
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$35,104
Registration for Meeting	07/03/2023	$18,937
Registration for Meeting	07/31/2023	$9,813
Registration for Meeting	09/01/2023	$6,354

Name and Address
(A)

DC Government

441 4th Street, NW
Washington
DC
20001

Type or Classification
(B)

City Government

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,239
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$5,239
Payroll Tax Refund	06/07/2023	$5,239

Name and Address
(A)

Hilton Washington Capitol Hill

525 New Jersey Ave, NW
Washington
DC
20001

Type or Classification
(B)

Hotel

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,638
Total Non-Itemized Transactions with this Payee/Payer		$1,376
Total of All Transactions with this Payee/Payer for This Schedule		$8,014
Refund of charges	06/08/2023	$6,638

Name and Address
(A)

Internal Revenue Service

1111 Constitution Ave, NW
Washington
DC
20224

Type or Classification
(B)

Federal Government

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$201,194
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$201,194
Employee Retention Credit	06/07/2023	$201,194

Name and Address
(A)

Itkaka Harbors

151 E 61st Street
New York
NY
10065

Type or Classification
(B)

Subscription Company

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$13,349
Total Non-Itemized Transactions with this Payee/Payer		$90
Total of All Transactions with this Payee/Payer for This Schedule		$13,439
Royalty Income	03/15/2023	$13,349

Name and Address
(A)

J . Leonard & Associates, Inc

415 Horsham Rd
Horsham
PA
19044

Type or Classification
(B)

Media Group

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,531
Total Non-Itemized Transactions with this Payee/Payer		$4,371
Total of All Transactions with this Payee/Payer for This Schedule		$11,902
Academe Advertising	08/16/2023	$7,531

Name and Address
(A)

Travelers Insurance
PO Box 660317

Dallas
TX
75266

Type or Classification
(B)

Insurance Company

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$100,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$100,000
Insurance Claim Reimbursement for Fraud	10/18/2023	$100,000

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

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES

FILE NUMBER: 000-325

Name and Address
(A)

AAUP - UNIVERSITY OF CINCINNATI

ROOM 450 DABNEY HALL
CINCINNATI
OH
45221-0176

Type or Classification
(B)

LABOR ORGANIZATION

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
CB Mobilization Grant	10/03/2023	$5,000

Name and Address
(A)

AAUP-BHSNJ-

11 STONE STREET
NEW BRUNSWICK
NJ
08901-1280

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$55,000
Total Non-Itemized Transactions with this Payee/Payer		$1,600
Total of All Transactions with this Payee/Payer for This Schedule		$56,600
Support grant	03/21/2023	$40,000
CB Mobilization Grant	03/27/2023	$5,000
CB Mobilization Grant	07/20/2023	$5,000
CB Mobilization Grant	11/30/2023	$5,000

Name and Address
(A)

AAUP-PORTLAND STATE UNIVERSITY CHAPTER

1825 SW BROADWAY, SUITE 232
PORTLAND
OR
97201

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$49,846
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$49,846
CB Mobilization Grant	02/13/2023	$10,000
AFT Dues reimbursement	03/01/2023	$11,024
AFT Dues reimbursement	09/14/2023	$13,822
CB Mobilization Grant	09/22/2023	$5,000
CB Mobilization Grant	12/15/2023	$10,000

Name and Address
(A)

AFT

555 NEW JERSEY AVENUE
WASHINGTON
DC
20001

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$73,800
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$73,800
Reimburse Joint Organizing Expenses	03/01/2023	$37,493
Reimburse Joint Organizing Expenses	06/05/2023	$15,079
Reimburse Joint Organizing Expenses	07/31/2023	$21,228

Name and Address
(A)

ALASKA AIRLINES

193000 INTERNATIONAL BLVD
SEATTLE
WA
98198

Type or Classification
(B)

AIRLINES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$7,322
Total of All Transactions with this Payee/Payer for This Schedule		$7,322

Name and Address
(A)

AMERICAN AIRLINES
PO BOX 619616

FORT WORTH
TX
75261

Type or Classification
(B)

AIRLINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$20,724
Total of All Transactions with this Payee/Payer for This Schedule		$20,724

Name and Address
(A)

BALL STATE AAUP

2000 W. UNIVERSITY AVE.
MUNCIE
IN
47306

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,125
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$7,125
CB Mobilization Grant	09/14/2023	$7,125

Name and Address
(A)

BONNIE FOX GARRITY

72 SHELLRIDGE DRIVE
EAST AMHERST
NY
14051

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$25,646
Total Non-Itemized Transactions with this Payee/Payer		$8,601
Total of All Transactions with this Payee/Payer for This Schedule		$34,247
Financial Analysis Report	05/01/2023	$14,534
Financial Analysis Report	11/06/2023	$5,556
Financial Analysis Report	12/15/2023	$5,556

Name and Address
(A)

CALIFORNIA STATE CONFERENCE - AAUP

2329 CARLETON STREET
BERKELEY
CA
94704

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,282
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,282
Support grant	12/05/2023	$5,282

Name and Address
(A)

CINCINNATI STATE TECH. COM. COL-AAUP

3520 CENTRAL PARKWAY
CINCINNATI
OH
45223

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$15,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$15,000
CB Mobilization Grant	04/11/2023	$5,000
CB Mobilization Grant	08/04/2023	$5,000
CB Mobilization Grant	10/16/2023	$5,000

Name and Address
(A)

COLORADO STATE CONFERENCE - AAUP

3026 11TH STREET
BOULDER
CO
80304

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$22,900
Total Non-Itemized Transactions with this Payee/Payer		$2,024
Total of All Transactions with this Payee/Payer for This Schedule		$24,924
Reimburse Joint Organizing Expenses	03/13/2023	$7,000
CB Mobilization Grant	09/20/2023	$7,500
CB Mobilization Grant	10/06/2023	$8,400

Name and Address
(A)

CONNECTICUT STATE CONFERENCE - AAUP
PO BOX 1597
C/O FLO HATCHER
NEW MILFORD
CT
06776

Type or Classification
(B)

AAUP STATE CONFERENCE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,012
Total of All Transactions with this Payee/Payer for This Schedule		$5,012

Name and Address
(A)

CVENT, INC.

1765 GREENSBORO STATION PLA
TYSONS CORNER
VA
22102

Type or Classification
(B)

EVENT SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$9,148
Total Non-Itemized Transactions with this Payee/Payer		$1,193
Total of All Transactions with this Payee/Payer for This Schedule		$10,341
Registration Fees	01/13/2023	$9,148

Name and Address
(A)

D'YOUVILLE COLLEGE CHAPTER

320 PORTER AVENUE 255
BUFFALO
NY
14201

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,205
Total Non-Itemized Transactions with this Payee/Payer		$3,000
Total of All Transactions with this Payee/Payer for This Schedule		$8,205
Grant distribution Litigation	02/08/2023	$5,205

Name and Address
(A)

DELTA AIR LINES

1030 DELTA BOULEVARD
ATLANTA
GA
30354

Type or Classification
(B)

AIRLINES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$44,089
Total of All Transactions with this Payee/Payer for This Schedule		$44,089

Name and Address
(A)

DOUBLETREE BY HILTON

870 WILLISTON RD
SOUTH BURLINGTON
VT
05403

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$35,514
Total Non-Itemized Transactions with this Payee/Payer		$687
Total of All Transactions with this Payee/Payer for This Schedule		$36,201
Hotel for Meeting	07/07/2023	$35,514

Name and Address
(A)

DOUBLETREE COLUMBUS DOWNT

50 S FONT ST
COLUMBUS
OH
43215

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,376
Total of All Transactions with this Payee/Payer for This Schedule		$5,376

Name and Address
(A)

EASTERN MICHIGAN UNIVERSITY CHAP-AAUP

704 HEMPHILL STREET
YPSILANTI
MI
48189

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$25,063
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$25,063
Crisis Response Grant	01/12/2023	$20,000
Crisis Response Grant	02/28/2023	$5,063

Name and Address
(A)

EGAN, LEV * SLWICA, P.A.

231 EAST COLONIAL DRIVE
ORLANDO
FL
32801

Type or Classification
(B)

LEGAL FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,275
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$7,275
Legal Services	03/21/2023	$7,275

Name and Address
(A)

EMBASSY SUITES LINCOLN

1040 P STREET
LINCOLN
NE
68508

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,796
Total of All Transactions with this Payee/Payer for This Schedule		$6,796

Name and Address
(A)

FACULTY ASSOCIATION OF MONMOUTH UNIV, FAM

744 CORLIES AVE
ALLENHURST
NJ
07711

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$15,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$15,000
CB Mobilization Grant	04/17/2023	$5,000
CB Mobilization Grant	09/22/2023	$10,000

Name and Address
(A)

FAIRFIELD INNSTS ATHENSO

924 EAST STATE STREET
BARLOW
OH
45701

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,982
Total of All Transactions with this Payee/Payer for This Schedule		$6,982

Name and Address
(A)

GRADUATE SEATTLE

4507 BROOKLYN AVE NE
SEATTLE
WA
98105

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$8,299
Total of All Transactions with this Payee/Payer for This Schedule		$8,299

Name and Address
(A)

GREEN MOUNTAIN BOAT LINES

348 FLYNN AVENUE
BURLINGTON
VT
05401

Type or Classification
(B)

BOAT RENTAL COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,802
Total of All Transactions with this Payee/Payer for This Schedule		$6,802

Name and Address
(A)

HAMPTON INN - OXFORD MIAM

375 S COLLEGE AVE
OXFORD
OH
45056

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$13,906
Total of All Transactions with this Payee/Payer for This Schedule		$13,906

Name and Address
(A)

HILTON COLMBS DWNTN 04157

402 N HIGH ST
COLUMBUS
OH
43215

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$7,736
Total of All Transactions with this Payee/Payer for This Schedule		$7,736

Name and Address
(A)

HOWARD BUNSIS

3607 MILLER ROAD
ANN ARBOR
MI
48103

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$27,711
Total Non-Itemized Transactions with this Payee/Payer		$5,159
Total of All Transactions with this Payee/Payer for This Schedule		$32,870
Financial Analysis Report	01/12/2023	$7,638
Financial Analysis Report	01/23/2023	$7,255
Summer Institute 2023	09/14/2023	$5,341
Financial Analysis Report	12/15/2023	$7,477

Name and Address
(A)

KATHRYN DALBY

3013 EAST MARSHALL STREET
RICHMOND
VA
23223

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$20,000
Total Non-Itemized Transactions with this Payee/Payer		$2,308
Total of All Transactions with this Payee/Payer for This Schedule		$22,308
Consulting Services	10/24/2023	$10,000
Consulting Services	11/17/2023	$10,000

Name and Address
(A)

LISA MINNICK

1745 GROVE STREET
KALAMAZOO
MI
49006

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$45,588
Total Non-Itemized Transactions with this Payee/Payer		$3,420
Total of All Transactions with this Payee/Payer for This Schedule		$49,008
Negotiating Services	10/12/2023	$5,980
Negotiating Services	10/24/2023	$7,643
Negotiating Services	11/06/2023	$7,686
Negotiating Services	11/22/2023	$7,759
Negotiating Services	12/05/2023	$7,550
Negotiating Services	09/14/2023	$8,970

Name and Address
(A)

MARYLAND STATE CONFERENCE - AAUP

3 WEST 27TH STREET #3
BALTIMORE
MD
21218

Type or Classification
(B)

AAUP STATE CONFERENCE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,000
Total Non-Itemized Transactions with this Payee/Payer		$2,116
Total of All Transactions with this Payee/Payer for This Schedule		$9,116
Development Grant	01/23/2023	$7,000

Name and Address
(A)

MILLER COHEN, P.L.C

7700 2ND AVENUE
DETROIT
MI
48202

Type or Classification
(B)

LEGAL FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,188
Total of All Transactions with this Payee/Payer for This Schedule		$6,188

Name and Address
(A)

MUSKOVITZ LEMMERBROCK LLC
THE BF KEITH BUILDING
1621 EUCLID AVENUE #1750
CLEVELAND
OH
44115

Type or Classification
(B)

LEGAL FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$27,868
Total Non-Itemized Transactions with this Payee/Payer		$7,822
Total of All Transactions with this Payee/Payer for This Schedule		$35,690
Legal Services	01/17/2023	$19,118
Legal Services	03/06/2023	$8,750

Name and Address
(A)

NEVADA FACULTY ALLIANCE

3960 WILLOWSPRINGS DRIVE
LAS VEGAS
NV
89106

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,000
Total Non-Itemized Transactions with this Payee/Payer		$2,705
Total of All Transactions with this Payee/Payer for This Schedule		$12,705
CB Mobilization Grant	10/10/2023	$5,000
CB Mobilization Grant	11/24/2023	$5,000

Name and Address
(A)

NEW YORK STATE CONFERENCE - AAUP

SYRACUSE
NY
13235

Type or Classification
(B)

AAUP STATE CONFERENCE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$19,444
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$19,444
Development Grant	02/02/2023	$9,000
Development Grant	12/15/2023	$10,444

Name and Address
(A)

NORTH CAROLINA STATE CONFERENCE - AAUP

1200 MURCHISON RD # 226
FAYETTSVILLE
NC
28301

Type or Classification
(B)

AAUP STATE CONFERENCE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$9,184
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$9,184
Development Grant	12/15/2023	$9,184

Name and Address
(A)

NORWICH UNIVERSITY AAUP

158 HARMON DR
NORTHFIELD
VT
05663

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,500
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$7,500
CB Mobilization Grant	11/22/2023	$7,500

Name and Address
(A)

OAKLAND UNIVERSITY AAUP CHAPTER

201 PRYALE HALL
ROCHESTER
MI
48309

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$14,841
Total of All Transactions with this Payee/Payer for This Schedule		$14,841

Name and Address
(A)

OHIO STATE CONFERENCE - AAUP

222 EAST TOWN STREET 2W
COLUMBUS
OH
43215

Type or Classification
(B)

AAUP STATE CONFERENCE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$16,293
Total Non-Itemized Transactions with this Payee/Payer		$3,727
Total of All Transactions with this Payee/Payer for This Schedule		$20,020
Development Grant	01/23/2023	$16,293

Name and Address
(A)

OREGON STATE CONFERENCE-AAUP

760 MADISON AVE SW, SUITE 1
CORVALLIS
OR
97333

Type or Classification
(B)

AAUP STATE CONFERENCE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,000
Total Non-Itemized Transactions with this Payee/Payer		$405
Total of All Transactions with this Payee/Payer for This Schedule		$10,405
Development Grant	01/23/2023	$5,000
Development Grant	12/15/2023	$5,000

Name and Address
(A)

PENNSYLVANIA STATE CONFERENCE - AAUP

1114 EAST MAIN STREET
ANNVILLE
PA
17003

Type or Classification
(B)

AAUP STATE CONFERENCE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,180
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,180
Development Grant	12/15/2023	$5,180

Name and Address
(A)

RIDER UNIVERSITY AAUP CHAPTER

2083 LAWRENCEVILLE ROAD
LAWRENCE TOWNSHIP
NJ
08648

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$20,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$20,000
Crisis Response Grant	01/12/2023	$20,000

Name and Address
(A)

RUDY FICHTENBAUM

7300 CRESTWAY ROAD
CLAYTON
OH
45315-9758

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$14,808
Total Non-Itemized Transactions with this Payee/Payer		$5,480
Total of All Transactions with this Payee/Payer for This Schedule		$20,288
Financial Consulting Services	03/29/2023	$7,031
Financial Consulting Services	07/05/2023	$7,777

Name and Address
(A)

RUTGERS UNIVERSITY AAUP CHAPTER

11 STONE STREET
NEW BRUNSWICK
NJ
08901

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$20,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$20,000
Crisis Response Grant	01/12/2023	$20,000

Name and Address
(A)

SARAH LANIUS

3775 POTTER STREET
EUGENE
OR
97405

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$10,083
Total of All Transactions with this Payee/Payer for This Schedule		$10,083

Name and Address
(A)

ST. JOHNS UNIVERSITY - AAUP

8000 UTOPIA PARKWAY
JAMAICA
NY
11439

Type or Classification
(B)

LABOR ORGANIZATION

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
CB Mobilization Grant	09/08/2023	$5,000
CB Mobilization Grant	10/13/2023	$5,000

Name and Address
(A)

SUSAN MONDELO

13424 CLEVELAND DRIVE
ROCKVILLE
MD
20850

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,385
Total of All Transactions with this Payee/Payer for This Schedule		$5,385

Name and Address
(A)

UIC UNITED FACULTY LOCAL 6456

815 W.VAN BURREN
CHICAGO
IL
60607

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$20,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$20,000
CB Mobilization Grant	03/01/2023	$20,000

Name and Address
(A)

UNITED ACADEMICS OF OREGON STATE UNIV

770 EAST 13TH AVENUE
EUGENE
CT
97401

Type or Classification
(B)

LABOR ORGANIZATION

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
CB Mobilization Grant	02/06/2023	$5,000

Name and Address
(A)

UNIVERSITY OF CONNECTICUT CHAPTER OF THE

1875 STORRS ROAD
STORRS
CT
06268

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$8,135
Total of All Transactions with this Payee/Payer for This Schedule		$8,135

Name and Address
(A)

UNIVERSITY OF CONNECTICUT HEALTH CENTER

270 FARMINGTON AVENUE
FARMINGTON
CT
06032

Type or Classification
(B)

MEMBER ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,000
Total Non-Itemized Transactions with this Payee/Payer		$1,591
Total of All Transactions with this Payee/Payer for This Schedule		$11,591
CB Mobilization Grant	09/26/2023	$5,000
CB Mobilization Grant	12/15/2023	$5,000

Name and Address
(A)

UNIVERSITY OF DENVER AAUP

2201 S. GAYLOR STREET. JKSI
DENVER
CO
80208

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,230
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$7,230
CB Mobilization Grant	10/24/2023	$7,230

Name and Address
(A)

UNIVERSITY OF MARYLAND AAUP

3901 CONNECTICUT AVENUE NOR
WASHINGTON
DC
20008

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,500
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$7,500
CB Mobilization Grant	10/03/2023	$7,500

Name and Address
(A)

UNIVERSITY OF VERMONT AND STATE AGRICULTU

85 SOUTH PROSPECT STREET
BURLINGTON
VT
05401

Type or Classification
(B)

UNIVERSITY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$97,590
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$97,590
Summer Institute Space Rental deposit 2023	03/29/2023	$7,500
Summer Institute Event 2023	07/05/2023	$70,160
Summer Institute Event 2023	08/29/2023	$19,930

Name and Address
(A)

UNIVERSITY OF WASHINGTON AAUP

820 D HIAWATHA PLACE SOUTH
SEATTLE
WA
98144

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,500
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$7,500
CB Mobilization Grant	10/10/2023	$7,500

Name and Address
(A)

WAYNE STATE AAUP-AFT LOCAL 6075

DETROIT
MI
48207

Type or Classification
(B)

LABOR ORGANIZATION

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
CB Mobilization Grant	09/08/2023	$5,000

Name and Address
(A)

WILLIG WILLIAMS DAVIDSON

TWENTY-FOURTH FLOOR
PHILADELPHIA
PA
19103

Type or Classification
(B)

LEGAL FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,052
Total of All Transactions with this Payee/Payer for This Schedule		$6,052

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

SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING

FILE NUMBER 000-325

Name and Address
(A)

POLITICO LLC

1000 WILSON BOULEVARD
ARLINGTON
VA
22209

Type or Classification
(B)

POLITICAL DIGITAL NEWSPAPER COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$9,677
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$9,677
Politico Services	05/05/2023	$9,677

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

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS

FILE NUMBER: 000-325

There was no data found for this schedule.

SCHEDULE 18 - GENERAL OVERHEAD

FILE NUMBER: 000-325

Name and Address
(A)

AMAZON MARKETPLACE NA - PA

1516 2ND AVE
SEATTLE
WA
98101

Type or Classification
(B)

TECHOLOGY COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$7,010
Total of All Transactions with this Payee/Payer for This Schedule		$7,010

Name and Address
(A)

AMERICAN AIRLINES
PO BOX 619616

FORT WORTH
TX
75261

Type or Classification
(B)

AIRLINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,693
Total of All Transactions with this Payee/Payer for This Schedule		$5,693

Name and Address
(A)

AMERICAN FEDERATION OF TEACHERS

555 NEW JERSEY AVENUE, NW
WASHINGTON
DC
20001

Type or Classification
(B)

AFFILIATED ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$24,106
Total Non-Itemized Transactions with this Payee/Payer		$7,741
Total of All Transactions with this Payee/Payer for This Schedule		$31,847
Office Rent	10/01/2023	$24,106

Name and Address
(A)

ARTHURJ.GALLAGHER RISK MNGMNT SVCS,INC

5950 SYMPHONY WOODS RD
COLUMBIA
MD
21044

Type or Classification
(B)

INSURANCE RISK MANAGEMENT CONSULTING

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$25,372
Total Non-Itemized Transactions with this Payee/Payer		$926
Total of All Transactions with this Payee/Payer for This Schedule		$26,298
AAUP/Foundation insurance coverage	01/05/2023	$19,005
Insurance Cyber-Crime	03/21/2023	$6,367

Name and Address
(A)

BANK OF AMERICA

901 MAIN STREET
DALLAS
TX
75202

Type or Classification
(B)

BANK

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$49,362
Total of All Transactions with this Payee/Payer for This Schedule		$49,362

Name and Address
(A)

BONNIE FOX GARRITY

72 SHELLRIDGE DRIVE
EAST AMHERST
NY
14051

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,556
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,556
Financial Analysis Report	06/19/2023	$5,556

Name and Address
(A)

CALIBRE CPA GROUP, PLLC

7501 WISCONSIN AVENUE SUITE
BETHESDA
MD
20814

Type or Classification
(B)

CERTIFIED PUBLIC ACCOUNTING FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$184,518
Total Non-Itemized Transactions with this Payee/Payer		$11,148
Total of All Transactions with this Payee/Payer for This Schedule		$195,666
Professional Accounting Services	03/06/2023	$15,075
Professional Accounting Services	04/17/2023	$31,663
Audit, report tax services	05/17/2023	$32,000
Professional Accounting Services	05/30/2023	$11,614
Audit, report tax services	06/12/2023	$17,875
Professional Accounting Services	06/28/2023	$20,969
Professional Accounting Services	07/31/2023	$9,142
Professional Accounting Services	08/29/2023	$17,518
Professional Accounting Services	09/26/2023	$11,302
Audit, report tax services	12/04/2023	$7,250
Professional Accounting Services	12/28/2023	$10,110

Name and Address
(A)

CAPITOL PLACE I ASSOCIATES LIMITED PARTNE

555 NEW JERSEY AVE. N.W.
WASHINGTON
DC
20001

Type or Classification
(B)

REAL ESTATE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$48,212
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$48,212
Office Rent	11/24/2023	$24,106
Office Rent	12/01/2023	$24,106

Name and Address
(A)

CHEIRON
P .O BOX 37117

BALTIMORE
MD
21297-3117

Type or Classification
(B)

ACUTARY FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,250
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$6,250
Services for FAS 158 Disclosure	02/06/2023	$6,250

Name and Address
(A)

CONCUR TECHNOLOGIES, INC

601 108TH AVENUE NE SUITE 1
BELLEVUE
WA
98004

Type or Classification
(B)

SOFTWARE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$8,410
Total of All Transactions with this Payee/Payer for This Schedule		$8,410

Name and Address
(A)

DESIGN DATA SYSTEMS,INC2

610 PROFESSIONAL DRIVE,SUIT
GAITHERSBURG
MD
20879

Type or Classification
(B)

COMPUTER SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$219,316
Total Non-Itemized Transactions with this Payee/Payer		$5,298
Total of All Transactions with this Payee/Payer for This Schedule		$224,614
IT Services Agreement	01/01/2023	$13,523
IT Services Agreement	01/12/2023	$8,380
IT Services Agreement	02/28/2023	$9,646
IT Services Agreement	03/03/2023	$14,027
IT Services Agreement	05/22/2023	$15,301
IT Services Agreement	05/30/2023	$74,121
IT Services Agreement	07/20/2023	$14,192
IT Services Agreement	07/31/2023	$13,954
IT Services Agreement	08/22/2023	$13,946
IT Services Agreement	09/26/2023	$14,416
IT Services Agreement	10/24/2023	$14,241
IT Services Agreement	11/30/2023	$13,569

Name and Address
(A)

DORSEY WHITNEY, LLP

MINNEAPOLIS
MN
55480-1680

Type or Classification
(B)

LEGAL FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,559
Total of All Transactions with this Payee/Payer for This Schedule		$6,559

Name and Address
(A)

FONTEVA, INC.

ATLANTA
GA
31193-6929

Type or Classification
(B)

COMPUTER DATABASE CONSULTANTS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$92,617
Total Non-Itemized Transactions with this Payee/Payer		$125
Total of All Transactions with this Payee/Payer for This Schedule		$92,742
Fees and Licenses for Software	01/23/2023	$27,368
Fees and Licenses for Software	03/21/2023	$54,738
Services Agreement for Software	05/22/2023	$10,511

Name and Address
(A)

GLINDA RAWLS

1657 QUAIL RUN DRIVE
KALAMAZOO
MI
49009-1830

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,387
Total of All Transactions with this Payee/Payer for This Schedule		$5,387

Name and Address
(A)

GUERNSEY OFFICE PRODUCTS, INC.
PO BOX 10846

CHANTILLY
VA
20151

Type or Classification
(B)

OFFICE PRODUCT SUPPLIER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,392
Total Non-Itemized Transactions with this Payee/Payer		$6,282
Total of All Transactions with this Payee/Payer for This Schedule		$14,674
Office supplies	05/05/2023	$8,392

Name and Address
(A)

HARMON, CURRAN, SPIELBERG EISENBERG LLP

1725 DESALES STREET NW #500
WASHINGTON
DC
20036

Type or Classification
(B)

LEGAL FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$42,886
Total Non-Itemized Transactions with this Payee/Payer		$4,302
Total of All Transactions with this Payee/Payer for This Schedule		$47,188
Legal Services	04/11/2023	$5,077
Legal Services	05/09/2023	$6,646
Legal Services	06/28/2023	$5,551
Legal Services	07/20/2023	$11,645
Legal Services	08/17/2023	$8,764
Legal Services	11/06/2023	$5,203

Name and Address
(A)

HILTON WASHINGTON CAPITAL

1001 169TH ST. NW
WASHINGTON
DC
20036

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$13,011
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$13,011
Hotel for Meeting	06/01/2023	$6,638
Hotel for Meeting	06/08/2023	$6,373

Name and Address
(A)

HOTBED TECHNOLOGIES, INC.

6718 WHITTIER AVENUE
MCLEAN
VA
22101

Type or Classification
(B)

AUDIO/VISUAL EQUIPMENT COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$24,432
Total Non-Itemized Transactions with this Payee/Payer		$1,806
Total of All Transactions with this Payee/Payer for This Schedule		$26,238
Audio Visual Services	04/17/2023	$11,778
Audio Visual Services	05/22/2023	$12,654

Name and Address
(A)

IRON MOUNTAIN

NEW YORK
NY
10087-7128

Type or Classification
(B)

FILE STORAGE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$11,947
Total Non-Itemized Transactions with this Payee/Payer		$11,569
Total of All Transactions with this Payee/Payer for This Schedule		$23,516
Storage Services	07/20/2023	$11,947

Name and Address
(A)

KATHRYN DALBY

3013 EAST MARSHALL STREET
RICHMOND
VA
23223

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,971
Total Non-Itemized Transactions with this Payee/Payer		$4,190
Total of All Transactions with this Payee/Payer for This Schedule		$10,161
Consulting Services	11/17/2023	$5,971

Name and Address
(A)

LINKEDIN CORPORATION

2029 STIERLIN CT
MOUNTAIN VIEW
CA
94043-4655

Type or Classification
(B)

SOCIAL MEDIA PLATFORM COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,480
Total of All Transactions with this Payee/Payer for This Schedule		$5,480

Name and Address
(A)

Merrill Lynch
Two World Financial Center
250 Vesey St
New York
NY
10080

Type or Classification
(B)

Investment Company

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,462
Total of All Transactions with this Payee/Payer for This Schedule		$6,462

Name and Address
(A)

MY GUYS OFFICE MOVERS

41580 GLOBAL PLAZA, SUITE 1
STERLING
VA
20166

Type or Classification
(B)

MOVING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$16,815
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$16,815
Expenses for moving office	01/12/2023	$16,815

Name and Address
(A)

NETCHEX

190 EAST SERVICE RD #2
COVINGTON
LA
70433

Type or Classification
(B)

PAYROLL SERVICE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$7,289
Total of All Transactions with this Payee/Payer for This Schedule		$7,289

Name and Address
(A)

NIVEDITA MAJUMDAR

1 WASHINGTON SQUARE VLG 13B
NEW YORK
NY
10012

Type or Classification
(B)

CONSULTANT

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
Collective Bargaining Services	04/11/2023	$5,000

Name and Address
(A)

NONPROFIT STRATEGIC FINANCIAL SOLUTIONS

10302 FOREST MAPLE ROAD
VIENNA
VA
22182

Type or Classification
(B)

ACCOUNTING SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$137,174
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$137,174
Financial Consulting Services	06/28/2023	$8,350
Financial Consulting Services	07/20/2023	$5,378
Financial Consulting Services	07/31/2023	$7,305
Financial Consulting Services	08/10/2023	$10,100
Financial Consulting Services	08/29/2023	$8,832
Financial Consulting Services	09/26/2023	$16,446
Financial Consulting Services	10/11/2023	$25,829
Financial Consulting Services	10/24/2023	$15,055
Financial Consulting Services	11/29/2023	$39,879

Name and Address
(A)

PATRICIA NAVARRA

188 BROAD STREET
WILLISTON PARK
NY
11596

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer		$899
Total of All Transactions with this Payee/Payer for This Schedule		$5,899
Collective Bargaining Services	04/11/2023	$5,000

Name and Address
(A)

PITNEY BOWES GLOBAL FINANCIAL SVCS LLC

PITTSBURGH
PA
15250-7887

Type or Classification
(B)

POSTAGE EQUIPMENT PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$8,269
Total of All Transactions with this Payee/Payer for This Schedule		$8,269

Name and Address
(A)

RELX INC.DBA LEXISNEXIS

NEW YORK
NY
10087-4584

Type or Classification
(B)

LEGAL DATABASE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$11,091
Total of All Transactions with this Payee/Payer for This Schedule		$11,091

Name and Address
(A)

RINGCENTRAL INC

20 DAVIS DRIVE
BELMONT
CA
94002

Type or Classification
(B)

COMMUNICATION COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$18,766
Total of All Transactions with this Payee/Payer for This Schedule		$18,766

Name and Address
(A)

ROOT AND STEM CATERING

FALLS CHURCH
VA
22042

Type or Classification
(B)

CATERING SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,489
Total of All Transactions with this Payee/Payer for This Schedule		$6,489

Name and Address
(A)

RUDY FICHTENBAUM

7300 CRESTWAY ROAD
CLAYTON
OH
45315-9758

Type or Classification
(B)

CONSULTANT

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
Collective bargaining Services	04/17/2023	$5,000

Name and Address
(A)

SUN LIFE INSURANCE

KANSAS CITY
MO
64184-7009

Type or Classification
(B)

LIFE INSURANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$17,475
Total of All Transactions with this Payee/Payer for This Schedule		$17,475

Name and Address
(A)

SW PAYROLL SERVICES LLC

1155 U.S. 190 EAST SERVICE
COVINGTON
LA
70433

Type or Classification
(B)

PAYROLL SERVICE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,088
Total of All Transactions with this Payee/Payer for This Schedule		$5,088

Name and Address
(A)

TRAVELERS

DALLAS
TX
75266-0317

Type or Classification
(B)

INSURANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,918
Total Non-Itemized Transactions with this Payee/Payer		$2,889
Total of All Transactions with this Payee/Payer for This Schedule		$10,807
Workers Compensation Insurance Policy	01/10/2023	$7,918

Name and Address
(A)

TRINITY COLLEGE .

300 SUMMIT STREET
HARTFORD
CT
06106

Type or Classification
(B)

COLLEGE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$39,411
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$39,411
Grant disbursement Litigation Fund	02/28/2023	$18,000
Grant disbursement Casework	09/28/2023	$21,411

Name and Address
(A)

UNITED STATES TREASURY

1500 PENNSYLVANIA AVENUE NW
WASHINGTON
DC
20220

Type or Classification
(B)

FEDERAL GOVERNMENT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$29,282
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$29,282
Repay Retention Credit	06/12/2023	$29,282

Name and Address
(A)

WESTERN MICHIGAN UNIVERSITY AAUP

814 OAKLAND DRIVE
KALAMAZOO
MI
49008

Type or Classification
(B)

MEMBER ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$13,672
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$13,672
Grant disbursement Litigation Fund	02/08/2023	$13,672

Name and Address
(A)

WHITMAN ASSOCIATES, INC.

1707 L STREET NW #650
WASHINGTON
DC
20036

Type or Classification
(B)

TEMPORARY STAFFING SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$23,832
Total of All Transactions with this Payee/Payer for This Schedule		$23,832

Name and Address
(A)

XEROX FINANCIAL SERVICES
PO BOX 202882

DALLAS
TX
75320

Type or Classification
(B)

BUSINESS MACHINE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,136
Total of All Transactions with this Payee/Payer for This Schedule		$6,136

Name and Address
(A)

YOTEL WASHINGTON DC

415 NEW JERSEY AVE NW
WASHINGTON
DC
20001

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,149
Total of All Transactions with this Payee/Payer for This Schedule		$5,149

Name and Address
(A)

ZAYO GROUP,LLC
P.O. BOX 952136

DALLAS
TX
75395-2136

Type or Classification
(B)

COMMUNICATIONS COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$15,572
Total of All Transactions with this Payee/Payer for This Schedule		$15,572

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

SCHEDULE 19 - UNION ADMINISTRATION

FILE NUMBER: 000-325

Name and Address
(A)

ACTION NETWORK TOOLSET

1900 L ST NW, SUITE 900
WASHINGTON
DC
20036

Type or Classification
(B)

WEBSITE SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,826
Total of All Transactions with this Payee/Payer for This Schedule		$6,826

Name and Address
(A)

COMMITTEE FOR EDUCATION FUNDING (CEF)

1800 M STREET NORTHWEST SUI
WASHINGTON
DC
20036

Type or Classification
(B)

NON PROFIT COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$6,000
CEF DUES 2023	04/11/2023	$6,000

Name and Address
(A)

DELTA AIR LINES

1030 DELTA BOULEVARD
ATLANTA
GA
30354

Type or Classification
(B)

AIRLINES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,052
Total of All Transactions with this Payee/Payer for This Schedule		$6,052

Name and Address
(A)

HILTON WASHINGTON CAPITAL

1001 169TH ST. NW
WASHINGTON
DC
20036

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$23,722
Total Non-Itemized Transactions with this Payee/Payer		$1,286
Total of All Transactions with this Payee/Payer for This Schedule		$25,008
Hotel for Meeting	03/09/2023	$15,302
Hotel for Meeting	11/03/2023	$8,420

Name and Address
(A)

Hyatt Regency Washington

400 New Jersey Ave, NW
Washington
DC
20001

Type or Classification
(B)

Hotel

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,310
Total Non-Itemized Transactions with this Payee/Payer		$405
Total of All Transactions with this Payee/Payer for This Schedule		$5,715
Hotel for meeting	08/14/2023	$5,310

Name and Address
(A)

HYATT REG MIAMI EVENTS

400 SE 2ND AVE
MIAMI
FL
33131

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$22,121
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$22,121
Hotel for Meeting	01/05/2023	$22,121

Name and Address
(A)

INTELLICOR LLC
PO BOX 7903
3575 HEMPLAND ROAD
LANCASTER
CT
17604

Type or Classification
(B)

PRINTING,MARKETING,MAILING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$37,149
Total Non-Itemized Transactions with this Payee/Payer		$1,127
Total of All Transactions with this Payee/Payer for This Schedule		$38,276
Design printing for Academe	03/22/2023	$8,935
Design printing for Academe	06/15/2023	$9,064
Design printing for Academe	08/30/2023	$10,584
Design printing for Academe	11/15/2023	$8,566

Name and Address
(A)

JENNIFER PAUL DESIGN

9309 SUDBURY ROAD
SILVER SPRING
MD
20901

Type or Classification
(B)

ACADEMY MAGAZINE DESIGN CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$27,555
Total Non-Itemized Transactions with this Payee/Payer		$1,327
Total of All Transactions with this Payee/Payer for This Schedule		$28,882
Design printing for Academe	02/02/2023	$6,798
Design printing for Academe	05/01/2023	$8,437
Design printing for Academe	08/03/2023	$5,631
Design printing for Academe	10/16/2023	$6,689

Name and Address
(A)

MELTWATER NEWS US, INC

225 BUSH STREET, SUITE 1000
SAN FRANCISCO
CA
94104

Type or Classification
(B)

MEDIA SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,500
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,500
License for database	02/08/2023	$5,500

Name and Address
(A)

NEW TARGET, INC.

815 N. ROYAL ST., #100
ALEXANDRIA
VA
22314-1777

Type or Classification
(B)

SOFTWARE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$17,348
Total of All Transactions with this Payee/Payer for This Schedule		$17,348

Name and Address
(A)

POSTMASTER OF LANCASTER, PA

BMEU, 1400 HARRISBURG PIKE
LANCASTER
PA
17604-9654

Type or Classification
(B)

POSTAGE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$13,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$13,000
Postage Academe	01/23/2023	$8,000
Postage Academe	10/03/2023	$5,000

Name and Address
(A)

UNIVERSITY OF OREGON.

EUGENE
OR
97403

Type or Classification
(B)

UNIVERSTIY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$46,242
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$46,242
Fall courses buyout	03/10/2023	$46,242

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

SCHEDULE 20 - BENEFITS

FILE NUMBER: 000-325

Description (A)	To Whom Paid (B)	Amount (C)
Total of all lines above (Total will be automatically entered in Item 55.)		$957,108
Dental	METLIFE DENTAL	$278
Health Insurance	INSURANCE COMPANIES	$514,531
Health Insurance	RETIREES	$21,242
Health Insurance	STANDARD INSURANCE COMPANY	$4,624
Heath Insurance	INSURANCE COMPANIES	$4,516
Life Insurance	STANDARD INSURANCE COMPANY	$42,853
Retirement	TIAA-CREF	$369,064

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

69. ADDITIONAL INFORMATION SUMMARY

FILE NUMBER: 000-325

Question 12: An audit will be performed by Calibre CPA Group, a professional Corp. for the fiscal year ended December 31, 2023 in accordance with auditing standards generally accepted in the United States of America

Statement A,Other Liabilities Amount Begin Total: See explanation for why beginning cash was changed.

Statement A,

Cash Begin Total: When this form was created the beginning balances that were automatically generated from the DOL website were not the balances from the previous year form filed, but instead were the ending balances from the 2020 Amended LM-2 that was filed in 2023. The balances were manually adjusted to agree to the 2022 LM-2 ending balances.

Statement A,

Accounts Receivable Begin Total: See explanation for why beginning cash was changed.

Statement A,Investments Begin Total: See explanation for why beginning cash was changed.

Statement A,Fixed Assets Value Begin Total: See explanation for why beginning cash was changed.

Statement A,Other Asset Book Value Begin Total: See explanation for why beginning cash was changed.

Statement A,

Accounts Payable Begin Total: See explanation for why beginning cash was changed.

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Schedule 13, Row1::Full Time Professors pay full dues $261

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Schedule 13, Row2::Part Time-Pay on per course or percentage basis

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Schedule 13, Row3::An active member who retires from a full-time teaching or research position. Retired members for Collective Bargaining Chapters pay $144 and members for Advocacy Chapters pay varying amounts based on retirement pay.

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Schedule 13, Row4::Graduate Students - enrolled at an accredited institution within the last five years and not eligible for another membership category. Graduate students for Collective Bargaining Chapters pay $97 and members for Advocacy Chapters pay varying amounts based on salary

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Schedule 13, Row5::Associate members are non-teaching member positions (for example - administrators). Associated members for Collective Bargaining Chapters pay $203 and members for Advocacy Chapters pay varying amounts based on salary

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Schedule 13, Row5::Associate members do not have voting rightsEffective August 1, 2022, AAUP affiliated with the American Federation of Teachers, AFL-CIO, as a regional council with national jurisdiction, as defined by the AFT Constitution. Investments: Beginning of the year book value 9,529,058 Purchase of securities 1,104,059 Proceeds from sale of securities (2,820,923) Loss on sale of securities (656,627) Unrealized gain on value of securities 856,601 End of year book value 8,012,168



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