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
512-443
2. PERIOD COVERED
From07/01/2023
Through06/30/2024
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 FEDERATION
 6. DESIGNATION NBR
8035
7. UNIT NAME (if any)
OREGON
8. MAILING ADDRESS (Type or print in capital letters)
First Name
Ariana
 Last Name
Jacob
P.O Box - Building and Room Number

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


9. Are your organization's records kept at its mailing address?


Yes

Each of the undersigned, duly authorized officers of the above labor organization, declares, under penalty of perjury and other applicable penalties of law, that all of the information submitted in this report (including information contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned individual's knowledge and belief, true, correct and complete (See Section VI on penalties in the instructions.)
70. SIGNED:Ariana A JacobPRESIDENT71. SIGNED:William T HarbaughTREASURER
Date:Sep 28, 2024Telephone Number:503-236-0163Date:Sep 28, 2024Telephone Number:541-505-1693
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 512-443
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?No
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?Yes
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?Yes
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?Yes
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?05/2025
20. How many members did the labor organization have at the end of the reporting period?8,779
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Feesvariouspermonth.054135.054135
(b) Working Dues/Feesper
(c) Initiation Feesper
(d) Transfer Feesper
(e) Work Permitsper

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

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $4,260,636$4,536,481
23. Accounts Receivable1$365,568$470,430
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $0$0
26. Investments5$0$0
27. Fixed Assets6$874,658$849,045
28. Other Assets7$1,444$12,304
29. TOTAL ASSETS $5,502,306$5,868,260

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$32,760$35,076
31. Loans Payable9$0$0
32. Mortgages Payable $191,576$158,916
33. Other Liabilities10$62,023$84,390
34. TOTAL LIABILITIES $286,359$278,382
35. NET ASSETS$5,215,947$5,589,878
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 512-443

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $0
37. Per Capita Tax $1,766,129
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $0
41. Dividends $0
42. Rents $0
43. Sale of Investments and Fixed Assets3$0
44. Loans Obtained9$0
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $72,525
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$334,951
49. TOTAL RECEIPTS $2,173,605
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$651,756
51. Political Activities and Lobbying16$165,283
52. Contributions, Gifts, and Grants17$21,475
53. General Overhead18$475,042
54. Union Administration19$203,541
55. Benefits20$252,418
56. Per Capita Tax $0
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$0
61. Loans Made2$0
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $22,939
64. On Behalf of Individual Members $0
65. Direct Taxes $105,306
  
66. Subtotal $1,897,760
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$215,413  
  67b. Less Total Disbursed$215,413  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $1,897,760
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 512-443

Entity or Individual Name
(A) 		Total Account Receivable
(B) 		90-180 Days
Past Due
(C) 		180+ Days
Past Due
(D) 		Liquidated Account
Receivable
(E)
Total of all itemized accounts receivable$34,989$6,506$25,697$0
Totals from all other accounts receivable$435,441   
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $470,430$6,506$25,697$0
Local 3432$16,861$2,807$11,247
Local 3466$7,050$930$8,911
Local 3972$11,078$2,769$5,539
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 512-443

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A) 		Loans
Outstanding at
Start of Period
(B) 		Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1) 		Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not listed above     
Total of all lines above$0$0$0$0$0
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 512-443

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

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

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost
B. Total Book Value
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
Other Investments 
D. Total Cost
E. Total Book Value
F. List each other investment which has a book value over $5,000 and exceeds 5% of Line E.  Also, list each subsidiary for which separate reports are attached.  
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 512-443

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      10228 SW Capitol Hwy, Portland, OR$165,240 $165,240$280,000
B. Buildings (give location)    
Building  1 :      10228 SW Capitol Hwy, Portland, OR$982,362$302,265$680,096$1,107,530
C. Automobiles and Other Vehicles
D. Office Furniture and Equipment$46,288$42,579$3,709$3,709
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,193,890$344,844$849,045$1,391,239
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 512-443

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $12,304
Loan costs net of accumulated amortization$1,082
Prepaid insurance$11,222
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 512-443

Entity or Individual Name
(A) 		Total Account
Payable
(B) 		90-180 Days
Past Due
(C) 		180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable$0$0$0$0
Total from all other accounts payable$35,076$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $35,076$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 512-443

Source of Loans Payable at Any
Time During the Reporting Period
(A) 		Loans Owed at
Start of Period
(B) 		Loans Obtained
During Period
(C) 		Repayment
During Period
Cash
(D)(1) 		Repayment
During Period
Other Than Cash
(D)(2) 		Loans Owed at
End of Period
(E)
Total Loans Payable$0$0$0$0$0
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 512-443

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $84,390
Accrued Vacation$55,588
Payroll taxes payable$18,288
Retirement Plan Payable$10,514
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 512-443

(A)
Name		(B)
Title		(C)
Status		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances
Disbursed 		(F)
Disbursements for Official Business 		(G)
Other
Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Jacob ,  Ariana  
President
C		$66,497$68$66,565
I
Schedule 15
Representational Activities 		16 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		Schedule 18
General Overhead 		80 % Schedule 19
Administration 		1 %
A
B
C 		Cooper ,  Ted  
Executive Vice President
C		$68,484$998$69,482
I
Schedule 15
Representational Activities 		16 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		Schedule 18
General Overhead 		80 % Schedule 19
Administration 		1 %
A
B
C 		Harbaugh ,  Bill  
Treasurer
C		$272$272
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Buruss ,  Shannon  
Secretary
N		$6,345$6,345
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Oakes Miller ,  Hollie  
VP of Political Action
N		$5,900$5,900
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		100 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		0 %
A
B
C 		Vuilleumier ,  Alex  
VP at Large
N		$0$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Ransom ,  Amy  
VP at Large
N		$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Hughes ,  Chloe  
VP at Large
C		$4,609$4,609
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Beatty ,  Emily  
VP at Large
N		$3,750$3,750
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Kaylor ,  Errol  
VP at Large
N		$1,750$1,750
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Ratwat ,  Felicity  
VP at Large
N		$3,500$3,500
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Grider ,  Jeff  
VP at Large
C		$600$600
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Lognion ,  Juanita  
VP at Large
C		$0$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Landon Hayes ,  Melanie  
VP at Large
N		$3,407$3,407
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Broughton ,  Farallon  
Secretary
P		$4,611$4,611
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		MacDuffee ,  John  
VP at Large
P		$16$16
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
Total Officer Disbursements$134,981$0$35,826$0$170,807
Less Deductions    $47,904
Net Disbursements    $122,903
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 512-443

(A)
Name		(B)
Title		(C)
Other Payer		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances Disbursed 		(F)
Disbursements for Official Business 		(G)
Other Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Applefield ,  Nathaniel  
Field Rep
N/A		$84,936$7,702$92,638
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		1 % Schedule 19
Administration
A
B
C 		Glase ,  Rob  
Field Rep
N/A		$93,287$3,501$96,788
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Vasquez-Garcia ,  Mayra  
Field Rep
N/A		$85,530$6,351$91,881
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Mahoney-Watson ,  Will  
Field Rep
N/A		$72,563$1,243$73,806
I
Schedule 15
Representational Activities 		83 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		15 % Schedule 19
Administration 		2 %
A
B
C 		White ,  Marylou  
Field Rep
N/A		$72,383$7,531$79,914
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Dreiling ,  Michelle  
Field Rep
N/A		$83,391$6,560$89,951
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		1 % Schedule 19
Administration
A
B
C 		Haverkamp ,  Andrea  
State Affiliate Political
N/A		$73,601$5,849$79,450
I
Schedule 15
Representational Activities 		12 % Schedule 16
Political Activities and Lobbying 		81 % Schedule 17
Contributions 		Schedule 18
General Overhead 		6 % Schedule 19
Administration 		1 %
A
B
C 		Hicks ,  Amber  
Admin
N/A		$20,010$70$20,080
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		95 % Schedule 19
Administration
A
B
C 		Holt ,  Elizabeth  
Financial Operations Dire
N/A		$48,070$2,475$50,545
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Watters ,  Susan  
Administrative Specialist
N/A		$39,320$39,320
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$58,864$58,864
I Schedule 15
Representational Activities 		78 % Schedule 16
Political Activities and Lobbying 		22 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
Total Employee Disbursements$731,955$0$41,282$0$773,237
Less Deductions    $203,509
Net Disbursements    $569,728
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 512-443

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 8,779 
Agency Fee Payers*
Total Members/Fee Payers8,779 
*Agency Fee Payers are not considered members of the labor organization.
Full Members8,779Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 512-443

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$279,126
2. Named Payer Non-itemized Receipts$30,088
3. All Other Receipts$25,737
4. Total Receipts$334,951
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$10,000
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$11,475
6. Total Disbursements$21,475
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$10,000
2. Named Payee Non-itemized Disbursements$0
3. To Officers$21,767
4. To Employees$567,057
5. All Other Disbursements$52,932
6. Total Disbursements$651,756
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$61,279
2. Named Payee Non-itemized Disbursements$103,377
3. To Officers$108,838
4. To Employees$126,605
5. All Other Disbursements$74,943
6. Total Disbursements$475,042
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$27,939
2. Named Payee Non-itemized Disbursements$0
3. To Officers$9,981
4. To Employees$77,305
5. All Other Disbursements$50,058
6. Total Disbursements$165,283
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$62,497
2. Named Payee Non-itemized Disbursements$42,132
3. To Officers$30,221
4. To Employees$2,271
5. All Other Disbursements$66,420
6. Total Disbursements$203,541
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 512-443

Name and Address
(A)
AFT-OR Candidate PAC

10228 SW Capitol Hwy
Portland
OR
Type or Classification
(B)
PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$135,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$135,000
Transfer from PAC11/08/2023$135,000
Name and Address
(A)
American Federation of Teachers

555 New Jersey Ave.
Washington
DC
20001
Type or Classification
(B)
Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$144,126
Total Non-Itemized Transactions with this Payee/Payer$30,088
Total of All Transactions with this Payee/Payer for This Schedule$174,214
SAPO Reimbursement08/07/2023$21,127
SAPO Reimbursement08/28/2023$21,127
Solidarity Fund08/01/2023$15,296
Solidarity Fund08/04/2023$12,842
Solidarity Fund11/20/2023$21,127
Solidarity Fund04/09/2024$21,127
Solidarity Fund05/01/2024$18,980
Organizer reimbursement07/10/2023$12,500
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 512-443

Name and Address
(A)
PCC Federation of Classified Employees
19526

Portland
OR
97280
Type or Classification
(B)
Union
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
Assistance to locals08/09/2023$10,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 512-443

Name and Address
(A)
AFT- OR Issues PAC

10228 Capitol Hwy
Portland
OR
97219
Type or Classification
(B)
PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$22,939
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$22,939
AFT- OR Issues PAC transfer06/06/2024$6,249
AFT- OR Issues PAC transfer03/20/2024$7,961
AFT- OR Issues PAC transfer11/19/2023$8,729
Name and Address
(A)
Our Oregon

525 NE Oregon ST STE 430
Portland
OR
97232
Type or Classification
(B)
Issues Coalition
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Van Access10/27/2023$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 512-443

Name and Address
(A)
Oregon Labor Candidate School

3645 SE 32nd Ave
Portland
OR
97202
Type or Classification
(B)
Labor Candidate School
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,000
Contribution12/18/2023$10,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 512-443

Name and Address
(A)
AT&T

208 S. Akard St
Dallas
TX
75201
Type or Classification
(B)
Communication
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)
Chase Bank
966

Columbus
OH
43224-0696
Type or Classification
(B)
Bank/ Lender
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$42,149
Total of All Transactions with this Payee/Payer for This Schedule$42,149
Name and Address
(A)
Express Employment Professionals
844277

Los Angeles
CA
90084-4277
Type or Classification
(B)
Employment Agency
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$41,404
Total of All Transactions with this Payee/Payer for This Schedule$41,404
Name and Address
(A)
Lauka McGuire, PC

3511 SE Milwaukie Ave
Portland
OR
97202
Type or Classification
(B)
Accountant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$34,165
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$34,165
Audit and tax preparation06/06/2024$6,290
Audit and tax preparation01/22/2024$17,875
Audit and tax preparation08/25/2023$10,000
Name and Address
(A)
Liberty Mutual Insurance
91013

Chicago
IL
60680
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,389
Total Non-Itemized Transactions with this Payee/Payer$558
Total of All Transactions with this Payee/Payer for This Schedule$6,947
Insurance01/30/2024$6,389
Name and Address
(A)
Multnomah County Tax Collector

501 SE Hawthorne #175
Portland
OR
97214
Type or Classification
(B)
Tax Assessor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,725
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$20,725
Property Tax10/24/2023$20,725
Name and Address
(A)
Portland General Electric
4438

Portland
OR
97208
Type or Classification
(B)
Utilities
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,301
Total of All Transactions with this Payee/Payer for This Schedule$7,301
Name and Address
(A)
Waste Management

5330 NE Skyport Way
Portland
OR
97218-1244
Type or Classification
(B)
Sanitation
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,029
Total of All Transactions with this Payee/Payer for This Schedule$6,029
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 512-443

Name and Address
(A)
Oldham Law Office

12275 SW 2nd St
Beaverton
OR
97005
Type or Classification
(B)
Legal Consultation
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,590
Total of All Transactions with this Payee/Payer for This Schedule$10,590
Name and Address
(A)
Southwest Airlines

2702 Love Field Drive
Dallas
TX
75235
Type or Classification
(B)
Travel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,352
Total of All Transactions with this Payee/Payer for This Schedule$5,352
Name and Address
(A)
Tedesco Law Group

12780 SE Stark St
Portland
OR
97233
Type or Classification
(B)
Law Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$62,497
Total Non-Itemized Transactions with this Payee/Payer$19,890
Total of All Transactions with this Payee/Payer for This Schedule$82,387
Legal Fees04/09/2024$8,153
Legal Fees03/08/2024$7,208
Legal Fees02/02/2024$5,530
Legal Fees01/09/2024$8,215
Legal Fees12/05/2023$5,213
Legal Fees11/02/2023$5,951
Legal Fees10/02/2023$7,164
Legal Fees08/09/2023$5,165
Legal Fees07/05/2023$9,898
Name and Address
(A)
University of Oregon
PO Box 3237

Eugene
OR
97403-0237
Type or Classification
(B)
Training
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,300
Total of All Transactions with this Payee/Payer for This Schedule$6,300
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 512-443

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$252,418
RetirementCharles Schwab$100,514
MedicalKaiser Permanente$124,110
DentalMode Health$11,674
Life InsurancePrincipal Life Insurance$7,608
MedicalPacific Source$3,539
Paid LeavePaid Leave Oregon$4,973
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 512-443


Question 11(a):

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

Question 11(b):

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

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

Question 15: Fixed assets disposed $15,058, accumulated depreciation $15,058.

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

Schedule 1, Row1:

Schedule 1, Row1::::

Schedule 1, Row2:

Schedule 1, Row2::::

Schedule 1, Row3:

Schedule 1, Row3::::

Schedule 13, Row1:

Schedule 13, Row1:Full dues paid

Schedule 13, Row1:

Schedule 13, Row1:
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)