U.S. Department of Labor
Office of Labor-Management Standards
Washington, DC 20210 		FORM LM-2 LABOR ORGANIZATION ANNUAL REPORT Form Approved
Office of Management and Budget
No. 1245-0003
Expires: 08-31-2026
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
514-601
2. PERIOD COVERED
From06/01/2023
Through05/31/2024
3. (a) AMENDED - Is this an amended report:
No
(b) HARDSHIP - Filed under the hardship procedures:
No
(c) TERMINAL - This is a terminal report:No
4. AFFILIATION OR ORGANIZATION NAME
TEACHERS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
STATE ASSOCIATION
 6. DESIGNATION NBR

7. UNIT NAME (if any)
OREGON LOCAL 6732 OSEA (PARENT)
8. MAILING ADDRESS (Type or print in capital letters)
First Name
BRAD
 Last Name
LARSEN
P.O Box - Building and Room Number

Number and Street
4735 LIBERTY ROAD
City
SALEM
State
OR		 ZIP Code + 4
97302


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:Sarah M WoffordPRESIDENT71. SIGNED:Susan R MillerSarahwofford
Date:Sep 27, 2024Telephone Number:541-912-2223Date:Sep 27, 2024Telephone Number:503-508-5208
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 514-601
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.)Yes
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?Yes
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?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?06/2025
20. How many members did the labor organization have at the end of the reporting period?12,770
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees1.8%perwagesN/AN/A
(b) Working Dues/FeesN/AperN/AN/AN/A
(c) Initiation FeesN/AperN/AN/AN/A
(d) Transfer FeesN/AperN/AN/AN/A
(e) Work PermitsN/AperN/AN/AN/A

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 514-601

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $6,747,781$7,796,428
23. Accounts Receivable1$0$416,717
24. Loans Receivable2$0
25. U.S. Treasury Securities $0$0
26. Investments5$0
27. Fixed Assets6$1,020,269$1,018,974
28. Other Assets7$0
29. TOTAL ASSETS $7,768,050$9,232,119

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$0$88,694
31. Loans Payable9$0
32. Mortgages Payable $0$0
33. Other Liabilities10$0
34. TOTAL LIABILITIES $0$88,694
35. NET ASSETS$7,768,050$9,143,425
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 514-601

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $8,207,705
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $50,742
41. Dividends $130
42. Rents $13,056
43. Sale of Investments and Fixed Assets3$550
44. Loans Obtained9
45. Repayments of Loans Made2
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $171,325
48. Other Receipts14$464,841
49. TOTAL RECEIPTS $8,908,349
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$2,461,081
51. Political Activities and Lobbying16$291,583
52. Contributions, Gifts, and Grants17$130,829
53. General Overhead18$1,492,239
54. Union Administration19$376,919
55. Benefits20$1,176,114
56. Per Capita Tax $1,325,227
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $5,090
60. Purchase of Investments and Fixed Assets4$129,928
61. Loans Made2
62. Repayment of Loans Obtained9
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $168,722
65. Direct Taxes $301,970
  
66. Subtotal $7,859,702
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$718,919  
  67b. Less Total Disbursed$718,919  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $7,859,702
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 514-601

Entity or Individual Name
(A) 		Total Account Receivable
(B) 		90-180 Days
Past Due
(C) 		180+ Days
Past Due
(D) 		Liquidated Account
Receivable
(E)
Total of all itemized accounts receivable$0$0$0$0
Totals from all other accounts receivable$416,717$0$0$0
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $416,717$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 514-601

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A) 		Loans
Outstanding at
Start of Period
(B) 		Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1) 		Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not listed above     
Total of all lines above$0$0$0$0$0
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 514-601

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$19,975$0$550$550
Office Furniture$5,225$0$250$250
2011 Dodge Dakota$14,750$0$300$300
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$550
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 514-601

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$129,928$129,928$129,928
Office Furniture and Equipment$55,642$55,642$55,642
2022 Ford Escape$24,483$24,483$24,483
2020 Ford Fusion$24,073$24,073$24,073
Buildings and Improvements - Eugene$19,390$19,390$19,390
Buildings and Improvements - Salem$6,340$6,340$6,340
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$129,928
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 514-601

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost
B. Total Book Value
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
Other Investments 
D. Total Cost
E. Total Book Value
F. List each other investment which has a book value over $5,000 and exceeds 5% of Line E.  Also, list each subsidiary for which separate reports are attached.  
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 514-601

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      Salem$164,170 $164,170$730,930
Land  2 :      Eugene$20,000 $20,000$78,615
Land  3 :      Portland$22,000 $22,000$205,976
B. Buildings (give location)    
Building  1 :      Salem$1,367,023$961,453$405,570$1,917,390
Building  2 :      Eugene$313,010$216,196$96,814$415,298
Building  3 :      Portland$193,940$99,683$94,257$267,050
C. Automobiles and Other Vehicles$457,689$310,546$147,143$150,452
D. Office Furniture and Equipment$349,706$280,686$69,020$69,020
E. Other Fixed Assets$0$0$0$0
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $2,887,538$1,868,564$1,018,974$3,834,731
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 514-601

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 514-601

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$88,694$2,040$1,296$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $88,694$2,040$1,296$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 514-601

Source of Loans Payable at Any
Time During the Reporting Period
(A) 		Loans Owed at
Start of Period
(B) 		Loans Obtained
During Period
(C) 		Repayment
During Period
Cash
(D)(1) 		Repayment
During Period
Other Than Cash
(D)(2) 		Loans Owed at
End of Period
(E)
Total Loans Payable$0$0$0$0$0
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 514-601

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 514-601

(A)
Name		(B)
Title		(C)
Status		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances
Disbursed 		(F)
Disbursements for Official Business 		(G)
Other
Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		BEMROSE ,  SELLA  
Zone III Director
C		$0$0$1,626$0$1,626
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		29 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		71 %
A
B
C 		BIANCONE ,  APRIL  
Zone II Director
C		$0$0$773$0$773
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		22 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		78 %
A
B
C 		COLE ,  LORI  
Zone VI Director
C		$0$0$620$0$620
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		9 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		91 %
A
B
C 		GOURLEY ,  LISA  
President
P		$0$0$181$0$181
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		100 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		HOFER ,  MARY  
Secretary
C		$0$0$2,417$0$2,417
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		32 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		68 %
A
B
C 		JONES ,  TERI  
Vice President
C		$0$0$5,019$0$5,019
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		25 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		75 %
A
B
C 		MARCH ,  LISA  
Zone V Director
C		$0$0$2,093$0$2,093
I
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 		MARTINEZ ,  JEREMIAS  
Zone VII Director
N		$0$0$680$0$680
I
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 		SHOTTS ,  CHELSEA R  
Zone I Director
P		$0$0$79$0$79
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		55 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		45 %
A
B
C 		SMITH ,  BEANN M  
Zone VII Director
P		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		TALERICO ,  MISTY  
Zone I Director
N		$0$0$1,401$0$1,401
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		16 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		84 %
A
B
C 		WAGGONER ,  SHEILA  
Zone IV Director
C		$0$0$2,055$0$2,055
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		44 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		56 %
A
B
C 		WOFFORD ,  SARAH  
President
C		$0$0$8,622$0$8,622
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		24 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		76 %
Total Officer Disbursements$0$0$25,566$0$25,566
Less Deductions    $0
Net Disbursements    $25,566
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 514-601

(A)
Name		(B)
Title		(C)
Other Payer		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances Disbursed 		(F)
Disbursements for Official Business 		(G)
Other Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		ALLEN ,  SUSAN  
GOVT RELATIONS SPECIALIST
N/A		$75,547$0$3,921$0$79,468
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		90 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		0 %
A
B
C 		BARTON ,  PAIGE  
FIELD REPRESENTATIVE
N/A		$19,036$0$390$0$19,426
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		BENWARD ,  DONNA  
ACCOUNTING ASSISTANT
N/A		$39,916$0$0$0$39,916
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		BLANCHARD ,  DEBRA  
FIELD REPRESENTATIVE
N/A		$85,810$0$3,454$0$89,264
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		CAPRIOGLIO ,  TERESA  
FIELD REPRESENTATIVE
N/A		$62,843$0$1,951$0$64,794
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		DESASSISE ,  BARBARA  
ACCOUNTING ASSISTANT
N/A		$27,737$0$0$0$27,737
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		DROUGHT ,  CYNTHIA  
PARLIAMANTARIAN CONSULTAN
N/A		$11,303$0$0$0$11,303
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		EDGE ,  ELISSA M  
ORGANIZER
N/A		$90,082$0$1,349$0$91,431
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		4 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		ESTABROOK ,  BOB  
GOVT RELATIONS SPECIALIST
N/A		$81,172$0$630$0$81,802
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		78 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		22 % Schedule 19
Administration 		0 %
A
B
C 		EVANS ,  SARA  
FIELD REPRESENTATIVE
N/A		$61,177$0$7,279$0$68,456
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		GARRISON ,  ELLEN  
COMMS SPECIALIST II
N/A		$37,335$0$105$0$37,440
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		9 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		81 % Schedule 19
Administration 		0 %
A
B
C 		GREELEY ,  SUSAN  
FIELD REPRESENTATIVE
N/A		$19,655$0$322$0$19,977
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		GUTMAN ,  JIM  
FIELD REPRESENTATIVE
N/A		$19,890$0$495$0$20,385
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		HALLMAN ,  LINDA  
SECRETARY
N/A		$61,232$0$1,670$0$62,902
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		90 % Schedule 19
Administration 		0 %
A
B
C 		HANSON ,  BRIAN  
FIELD REPRESENTATIVE
N/A		$80,509$0$2,527$0$83,036
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		HEATH ,  JUSTIN  
FIELD REPRESENTATIVE
N/A		$82,095$0$545$2,241$84,881
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		HERRING ,  JASON  
FIELD REPRESENTATIVE
N/A		$56,856$0$3,798$0$60,654
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		HODGE ,  IRIS  
DIRECTOR OF GOVT RELATION
N/A		$30,166$0$220$633$31,019
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		63 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		37 % Schedule 19
Administration 		0 %
A
B
C 		HOSS ,  TIMOTHY  
FIELD REPRESENTATIVE
N/A		$86,346$0$5,103$0$91,449
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		HOWARD ,  CARL  
FIELD REPRESENTATIVE
N/A		$76,931$0$8,487$0$85,418
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		JESKEY ,  SHAWNA  
FIELD REPRESENTATIVE
N/A		$94,523$0$105$0$94,628
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		KARL ,  MAGGIE  
COMMS SPECIALIST I
N/A		$85,023$0$536$0$85,559
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		12 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		78 % Schedule 19
Administration 		0 %
A
B
C 		LARSEN ,  BRADLEY S  
DIRECTOR OF FISCAL OPS
N/A		$119,545$0$105$0$119,650
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		8 % Schedule 18
General Overhead 		92 % Schedule 19
Administration 		0 %
A
B
C 		MCNALLY ,  CHRISTINE D  
EXECUTIVE SECRETARY
N/A		$70,230$0$83$0$70,313
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		MEECHAN ,  SHAWNA  
FIELD REPRESENTATIVE
N/A		$34,095$0$692$0$34,787
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		MEYER ,  CYDNIE  
DIRECTOR OF FIELD OPS
N/A		$115,679$0$626$4,427$120,732
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		10 %
A
B
C 		MEYERDIERK JR ,  HOWARD W  
FIELD REPRESENTATIVE
N/A		$88,094$0$3,765$0$91,859
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		MILLER ,  SUSAN  
EXECUTIVE DIRECTOR
N/A		$138,093$0$2,441$0$140,534
I
Schedule 15
Representational Activities 		32 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		55 % Schedule 19
Administration 		10 %
A
B
C 		MILLER ,  TRACEY  
FIELD REPRESENTATIVE
N/A		$88,330$0$2,232$0$90,562
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		MOHR ,  ANDREA  
SECRETARY
N/A		$53,478$0$610$0$54,088
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		90 % Schedule 19
Administration 		0 %
A
B
C 		ORTEGA ,  GABE  
FIELD REPRESENTATIVE
N/A		$85,421$0$2,787$0$88,208
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		PAVESIC ,  CAMMIE  
FIELD REPRESENTATIVE
N/A		$56,440$0$1,246$0$57,686
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		PERRAULT ,  MARC  
FIELD REPRESENTATIVE
N/A		$23,025$0$524$0$23,549
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		PISHIONERI ,  SARAH  
FIELD REPRESENTATIVE
N/A		$73,502$0$606$5,777$79,885
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		SCAGLIONE ,  MELISSA  
FIELD REPRESENTATIVE
N/A		$81,801$0$5,903$0$87,704
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		SEARS ,  STEVEN  
FIELD REPRESENTATIVE
N/A		$86,150$0$3,793$0$89,943
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		SMUTZ ,  RICHARD  
FIELD REPRESENTATIVE
N/A		$13,821$0$79$0$13,900
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		STAUDINGER ,  TERI  
FIELD REPRESENTATIVE
N/A		$85,421$0$3,658$0$89,079
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		TURNBOW ,  BAYLOR  
FIELD REPRESENTATIVE
N/A		$11,878$0$272$0$12,150
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		WILCOX ,  AMANDA  
SECRETARY
N/A		$59,130$0$88$0$59,218
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		90 % Schedule 19
Administration 		0 %
A
B
C 		WILLIAMS ,  HOBE  
FIELD REPRESENTATIVE
N/A		$89,720$0$1,639$0$91,359
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		YOUNCE ,  SHAWN  
CUSTODIAN / MAINTENANCE
N/A		$54,648$0$1,561$0$56,209
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		ZELL ,  JACQUELINE  
SECRETARY
N/A		$53,511$0$0$0$53,511
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$27,302$0$9,262$0$36,564
I Schedule 15
Representational Activities 		22 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		78 % Schedule 19
Administration 		0 %
Total Employee Disbursements$2,794,498$0$84,859$13,078$2,892,435
Less Deductions    $718,919
Net Disbursements    $2,173,516
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 514-601

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 12,770 
Agency Fee Payers*107
Total Members/Fee Payers12,877 
*Agency Fee Payers are not considered members of the labor organization.
Regular12,770Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 514-601

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$371,710
2. Named Payer Non-itemized Receipts$59,855
3. All Other Receipts$33,276
4. Total Receipts$464,841
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$25,000
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$9,572
5. All Other Disbursements$96,257
6. Total Disbursements$130,829
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$422,301
2. Named Payee Non-itemized Disbursements$40,257
3. To Officers$0
4. To Employees$1,904,723
5. All Other Disbursements$93,800
6. Total Disbursements$2,461,081
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$217,006
2. Named Payee Non-itemized Disbursements$329,145
3. To Officers$0
4. To Employees$768,720
5. All Other Disbursements$177,368
6. Total Disbursements$1,492,239
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$100,000
2. Named Payee Non-itemized Disbursements$0
3. To Officers$6,147
4. To Employees$183,294
5. All Other Disbursements$2,142
6. Total Disbursements$291,583
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$185,859
2. Named Payee Non-itemized Disbursements$54,930
3. To Officers$19,419
4. To Employees$26,126
5. All Other Disbursements$90,585
6. Total Disbursements$376,919
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 514-601

Name and Address
(A)
American Federation of Teachers

555 New Jersey Ave NW
Washington
DC
20001
Type or Classification
(B)
Labor Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$319,457
Total Non-Itemized Transactions with this Payee/Payer$45,982
Total of All Transactions with this Payee/Payer for This Schedule$365,439
Reimbursement06/22/2023$188,050
Reimbursement03/11/2024$27,007
Quarterly Rebate05/01/2024$15,445
Quarterly Rebate02/09/2024$15,119
Quarterly Rebate08/15/2023$13,520
Quarterly Rebate11/17/2023$13,056
PIPE Deposit08/18/2023$8,145
PIPE Deposit01/19/2024$8,000
PIPE Deposit03/12/2024$7,577
PIPE Deposit08/01/2023$6,496
PIPE Deposit05/17/2024$6,060
PIPE Deposit03/12/2024$5,776
PIPE Deposit06/15/2023$5,206
Name and Address
(A)
American United Life Insurance Company
Ste 368
1 American Square
Indianapolis
IN
46282
Type or Classification
(B)
Insurance Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,655
Total of All Transactions with this Payee/Payer for This Schedule$9,655
Name and Address
(A)
Reynolds School District

1204 NE 201st Ave
Fairview
OR
97024
Type or Classification
(B)
School District
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$34,161
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$34,161
Settlement Payment04/30/2024$34,161
Name and Address
(A)
Senica Insurance
29th FL
199 Water St
New York
NY
10038
Type or Classification
(B)
Insurance Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,092
Total Non-Itemized Transactions with this Payee/Payer$4,218
Total of All Transactions with this Payee/Payer for This Schedule$17,310
Insurance Proceeds04/05/2024$13,092
Name and Address
(A)
Silver Falls School District

612 Schlador St
Silverton
OR
97381
Type or Classification
(B)
School District
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Settlement Payment09/05/2023$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 514-601

Name and Address
(A)
Beaverton School District

1260 NW Waterhouse Ave
Beaverton
OR
97006
Type or Classification
(B)
School District
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,157
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$6,157
Time Release11/20/2023$6,157
Name and Address
(A)
Bridgetown Publishing/RR Donnelly
PO Box 842313

Boston
MA
02284
Type or Classification
(B)
Publishing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$54,610
Total Non-Itemized Transactions with this Payee/Payer$8,414
Total of All Transactions with this Payee/Payer for This Schedule$63,024
Publishing10/06/2023$7,874
Publishing10/20/2023$8,997
Publishing01/11/2024$13,388
Publishing01/29/2024$5,129
Publishing02/22/2024$9,752
Publishing04/26/2024$9,470
Name and Address
(A)
Courtyard By Marriott

3443 Hutton St
Springfield
OR
97477
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,164
Total of All Transactions with this Payee/Payer for This Schedule$7,164
Name and Address
(A)
Eugene Public Schools

200 N Monroe St
Eugene
OR
97402
Type or Classification
(B)
School District
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$36,562
Total Non-Itemized Transactions with this Payee/Payer$10,132
Total of All Transactions with this Payee/Payer for This Schedule$46,694
Officer Time Release06/23/2023$18,481
Officer Time Release09/14/2023$18,081
Name and Address
(A)
Frank Doolittle
Suite A-209
11811 NE 1st St
Bellevue
WA
98005
Type or Classification
(B)
Merchandise Retailer
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,097
Total Non-Itemized Transactions with this Payee/Payer$8,860
Total of All Transactions with this Payee/Payer for This Schedule$28,957
Branded Merchandise09/29/2023$6,765
Branded Merchandise05/23/2024$13,332
Name and Address
(A)
Jamba Juice

1288 Ala Moana Blvd
Honolulu
HI
96814
Type or Classification
(B)
Restaurant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,000
Total Non-Itemized Transactions with this Payee/Payer$3,319
Total of All Transactions with this Payee/Payer for This Schedule$9,319
Gift Cards03/08/2024$6,000
Name and Address
(A)
Michael Tedesco Law Group
Unit A
1316 NE Broadway St
Portland
OR
97232
Type or Classification
(B)
Attorney
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$216,000
Total Non-Itemized Transactions with this Payee/Payer$2,368
Total of All Transactions with this Payee/Payer for This Schedule$218,368
Legal Services06/28/2023$18,000
Legal Services07/21/2023$18,000
Legal Services08/24/2023$18,000
Legal Services09/25/2023$18,000
Legal Services10/25/2023$18,000
Legal Services11/24/2023$18,000
Legal Services12/21/2023$18,000
Legal Services01/24/2024$18,000
Legal Services02/26/2024$18,000
Legal Services03/28/2024$18,000
Legal Services04/24/2024$18,000
Legal Services05/23/2024$18,000
Name and Address
(A)
Rogue Community College
PO Box 3678

Portland
OR
97208
Type or Classification
(B)
College Institute
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$82,875
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$82,875
President's Time Release06/30/2023$7,460
President's Time Release06/30/2023$7,460
President's Time Release06/30/2023$7,762
President's Time Release06/30/2023$7,521
President's Time Release10/20/2023$7,546
President's Time Release11/22/2023$7,521
President's Time Release12/19/2023$7,521
President's Time Release01/11/2024$7,521
President's Time Release02/22/2024$7,521
President's Time Release03/12/2024$7,521
President's Time Release04/10/2024$7,521
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 514-601

Name and Address
(A)
OSEA - Voice of Involved Classified Employees

4735 Liberty Rd S
Salem
OR
97302
Type or Classification
(B)
Political Action Committee
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
Contribution05/20/2024$100,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 514-601

Name and Address
(A)
Oregon Center for Public Policy
Suite 200
6420 S Macadam Ave
Portland
OR
97239
Type or Classification
(B)
Non-Profit
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$10,000
Contribution10/27/2023$10,000
Name and Address
(A)
Oregon Labor Candidate School
PO Box 86161

Portland
OR
97286
Type or Classification
(B)
Non-Profit
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
Contribution10/27/2023$15,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 514-601

Name and Address
(A)
ABC Printers

1375 Cross St SE
Salem
OR
97302
Type or Classification
(B)
Printing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,826
Total of All Transactions with this Payee/Payer for This Schedule$7,826
Name and Address
(A)
Allstream
Ste 100
18110 SE 34th St Bldg One
Vancouver
WA
98683
Type or Classification
(B)
Telecommunications
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,270
Total of All Transactions with this Payee/Payer for This Schedule$11,270
Name and Address
(A)
American Federation of Teachers
PO Box 791212

Baltimore
MD
21279
Type or Classification
(B)
Labor Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$50,921
Total of All Transactions with this Payee/Payer for This Schedule$50,921
Name and Address
(A)
Comcast
PO Box 60533

City of Industry
CA
91716
Type or Classification
(B)
Telecommunications
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$14,109
Total of All Transactions with this Payee/Payer for This Schedule$14,109
Name and Address
(A)
Comcast Business
PO Box 37601

Philadelphia
PA
19101
Type or Classification
(B)
Telecommunications
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,912
Total of All Transactions with this Payee/Payer for This Schedule$12,912
Name and Address
(A)
CompEx, LLC

6107 SW Murray Blvd #309
Beaverton
OR
97008
Type or Classification
(B)
Technology Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$69,957
Total Non-Itemized Transactions with this Payee/Payer$15,353
Total of All Transactions with this Payee/Payer for This Schedule$85,310
Technology Consulting10/19/2023$13,920
Technology Consulting10/19/2023$5,385
Technology Consulting12/19/2023$9,810
Technology Consulting12/19/2023$7,140
Technology Consulting03/12/2024$7,800
Technology Consulting03/12/2024$6,966
Technology Consulting03/12/2024$7,110
Technology Consulting03/29/2024$5,046
Technology Consulting03/29/2024$6,780
Name and Address
(A)
Local IQ Statesman Journal
PO Box 631824

Cincinnati
OH
45263
Type or Classification
(B)
News Outlet
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,266
Total of All Transactions with this Payee/Payer for This Schedule$11,266
Name and Address
(A)
Metro Presort

3506 NE 35th Ave
Portland
OR
97210
Type or Classification
(B)
Postage
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$37,076
Total of All Transactions with this Payee/Payer for This Schedule$37,076
Name and Address
(A)
Microsoft

700 Bellevue Way NE
Bellevue
WA
98004
Type or Classification
(B)
Software Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,439
Total of All Transactions with this Payee/Payer for This Schedule$6,439
Name and Address
(A)
NW Natural
PO Box 6017

Portland
OR
97228
Type or Classification
(B)
Utilities
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,770
Total of All Transactions with this Payee/Payer for This Schedule$5,770
Name and Address
(A)
Office Depot
PO Box 29248

Phoenix
AZ
85038
Type or Classification
(B)
Retailer
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,009
Total of All Transactions with this Payee/Payer for This Schedule$6,009
Name and Address
(A)
Oregon Media Group
PO Box 77000

Detroit
MI
48277
Type or Classification
(B)
News Outlet
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$43,861
Total Non-Itemized Transactions with this Payee/Payer$11,890
Total of All Transactions with this Payee/Payer for This Schedule$55,751
Advertising07/31/2023$8,952
Advertising10/20/2023$6,672
Advertising11/22/2023$10,316
Advertising03/19/2024$5,964
Advertising04/17/2024$5,480
Advertising05/23/2024$6,477
Name and Address
(A)
Paychex

911 Panorama Trail South
Rochestor
NY
14625
Type or Classification
(B)
Payroll Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,150
Total of All Transactions with this Payee/Payer for This Schedule$5,150
Name and Address
(A)
Portland General Electric
PO Box 4438

Portland
OR
97208
Type or Classification
(B)
Utilities
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$20,728
Total of All Transactions with this Payee/Payer for This Schedule$20,728
Name and Address
(A)
Portland Web Design
PO Box 33974

Portland
OR
97292
Type or Classification
(B)
Web Design Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,937
Total Non-Itemized Transactions with this Payee/Payer$3,175
Total of All Transactions with this Payee/Payer for This Schedule$11,112
Website Design06/30/2023$7,937
Name and Address
(A)
Ricoh USA
PO Box 650073

Dallas
TX
75265
Type or Classification
(B)
Printing Solutions
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$53,756
Total Non-Itemized Transactions with this Payee/Payer$8,287
Total of All Transactions with this Payee/Payer for This Schedule$62,043
Copying Fees09/29/2023$5,524
Copier Lease Fees06/29/2023$12,058
Copier Lease Fees09/29/2023$12,058
Copier Lease Fees12/19/2023$12,058
Copier Lease Fees03/19/2024$12,058
Name and Address
(A)
Schindler Elevator Corp
PO Box 93050

Chicago
IL
60673
Type or Classification
(B)
Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,628
Total of All Transactions with this Payee/Payer for This Schedule$5,628
Name and Address
(A)
Singer Lewak LLP
PO Box 80602

City of Industry
CA
91716
Type or Classification
(B)
CPA Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$31,700
Total Non-Itemized Transactions with this Payee/Payer$158
Total of All Transactions with this Payee/Payer for This Schedule$31,858
Accounting Fees10/20/2023$18,000
Accounting Fees03/12/2024$13,700
Name and Address
(A)
Union Insurance Group
Suite 310
303 West Erie Street
Chicago
IL
60654
Type or Classification
(B)
Insurance Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,795
Total Non-Itemized Transactions with this Payee/Payer$63,579
Total of All Transactions with this Payee/Payer for This Schedule$73,374
Insurance Fees01/31/2024$9,795
Name and Address
(A)
Verizon Wireless
PO Box 660108

Dallas
TX
75266
Type or Classification
(B)
Telecommunications
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$24,513
Total of All Transactions with this Payee/Payer for This Schedule$24,513
Name and Address
(A)
WCP Solutions
PO Box 84145

Seattle
WA
98124
Type or Classification
(B)
Retailer
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,086
Total of All Transactions with this Payee/Payer for This Schedule$7,086
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 514-601

Name and Address
(A)
4IMPRINT

101 Commerce St
Oshkosh
WI
54901
Type or Classification
(B)
Merchandise Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,649
Total of All Transactions with this Payee/Payer for This Schedule$6,649
Name and Address
(A)
Holiday Inn

909 N Hayden Island Dr
Portland
OR
97217
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$167,936
Total Non-Itemized Transactions with this Payee/Payer$42,345
Total of All Transactions with this Payee/Payer for This Schedule$210,281
Lodging for Conference06/30/2023$167,936
Name and Address
(A)
Oregon AFSCME

1400 Tandem Ave NE
Salem
OR
97301
Type or Classification
(B)
Labor Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,936
Total of All Transactions with this Payee/Payer for This Schedule$5,936
Name and Address
(A)
Southern Oregon Audio and Visual

545 Rogue River Hwy
Grants Pass
OR
97527
Type or Classification
(B)
Audio Visual Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$17,923
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$17,923
Audio Visual Services06/30/2023$17,923
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 514-601

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$1,176,114
401(k) ContributionsThe Retirement Plan Company$382,100
Health InsuranceProvidence Health Plan$290,496
Health InsuranceModa Health$220,460
Health InsuranceKaiser$188,275
Health Reimbursement ArrangementAmerican Fidelity$39,648
Dental InsuranceDelta Dental$20,623
Paid LeaveAmerican Fidelity$11,355
Workers CompensationSAIF$7,968
Vision InsuranceVision Services Plan$6,589
Life InsuranceAmerican United Life$5,402
Health Savings AccountAmerican Fidelity$1,925
Life InsurancePrudential$1,273
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 514-601
Item 71 Title: There are multiple signers

Question 11(a):

Question 11(a): : Oregon School Employees Association Voice of Involved Classified Employees reports are filed with the Oregon Secretary of State, the Department of Treasury Internal Revenue Service, as required, and the PAC activity is not included in this LM-2 Filing. The PACs employer identification number is 93-0505956 and ID number is 2307. School Employees Exercising Democracy reports are filed with the Oregon Secretary of State, and the PAC activity is not included in this LM-2 Filing. The PACs ID number is 249.

Question 12: An annual audit is in progress as of the filing date of the LM-2 and is being conducted by the independent accounting firm, WithumSmith+Brown, P.C.

Question 13: During the reporting period, the Local discovered a series of unauthorized debits posted to one of its checking accounts totaling $540. The Local notified its bank of the unauthorized activity and is currently pursuing collection of the unauthorized transactions.

Question 15: During the reporting period, there was a total loss on an automobile with original cost of $22,500 and a net book value of $18,375. Insurance proceeds were received during the reporting period in the amount of $13,092. During the reporting period, the organization purchased affinity items (eg: T-shirts, buttons, hats, stickers and other insignia) and provided these to members without charge.

Statement A,

Cash Begin Total:

Cash balance at the start of the reporting period excludes political action committee cash balances for the Oregon School Employees Association - Voice of Involved Classified Employees (#2307) and School Employees Exercising Democracy (#249) of $62,097 and $36,650, respectively.

Cash balance at the start of the reporting period will differ from the ending cash balance reported in the filing for the year ended May 31, 2023 by the sum of these amounts.

Schedule 13, Row1:

Schedule 13, Row1:Regular members pay full dues.

Schedule 13, Row1:

Schedule 13, Row1::

General Information: The Associations local chapters operate individually and separately from the Association. Documentation of the local chapters expenses in the amount of $71,673 was not made available to the Association. The Association to include the disbursements on

Schedule 18 as the disbursements are likely the overhead costs for the local chapters. The Association has included in the Form LM-2 the local chapters cash and cash equivalents, revenue and expenses as known to the Association.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)