513-365 (LM2) 08/31/2024

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
513-365

2. PERIOD COVERED
From	09/01/2023
Through	08/31/2024

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

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

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

Yes

Each of the undersigned, duly authorized officers of the above labor organization, declares, under penalty of perjury and other applicable penalties of law, that all of the information submitted in this report (including information contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned individual's knowledge and belief, true, correct and complete (See Section VI on penalties in the instructions.)

70. SIGNED:

Donald L Tinney

PRESIDENT

71. SIGNED:

Alison J Sylvester

TREASURER

Date:

Nov 15, 2024

Telephone Number:

802-224-2402

Date:

Nov 14, 2024

Telephone Number:

802-591-0845

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

ITEMS 10 THROUGH 21

FILE NUMBER: 513-365

10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?	No
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?	Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?	No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?	Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)	No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?	$1,000,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?	No
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?	No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?	No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?	No
19. What is the date of the labor organization's next regular election of officers?	04/2025

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

12,572

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	492	per	1	2	492
(b) Working Dues/Fees	0	per	N/A	N/A	N/A
(c) Initiation Fees	0	per	N/A	N/A	N/A
(d) Transfer Fees	0	per	N/A	N/A	N/A
(e) Work Permits	0	per	N/A	N/A	N/A

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

STATEMENT A - ASSETS AND LIABILITIES

FILE NUMBER: 513-365

ASSETS

ASSETS	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
22. Cash		$4,006,370	$3,903,102
23. Accounts Receivable	1	$83,690	$50,550
24. Loans Receivable	2	$0	$0
25. U.S. Treasury Securities		$0	$0
26. Investments	5	$3,472,401	$4,010,170
27. Fixed Assets	6	$530,265	$476,187
28. Other Assets	7	$93,539	$108,709
29. TOTAL ASSETS		$8,186,265	$8,548,718

LIABILITIES

LIABILITIES	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
30. Accounts Payable	8	$49,344	$86,997
31. Loans Payable	9	$0	$0
32. Mortgages Payable		$0	$0
33. Other Liabilities	10	$1,309,838	$1,184,788
34. TOTAL LIABILITIES		$1,359,182	$1,271,785

35. NET ASSETS

$6,827,083

$7,276,933

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

STATEMENT B - RECEIPTS AND DISBURSEMENTS

FILE NUMBER: 513-365

CASH RECEIPTS	SCH	AMOUNT
36. Dues and Agency Fees		$4,858,627
37. Per Capita Tax		$0
38. Fees, Fines, Assessments, Work Permits		$0
39. Sale of Supplies		$0
40. Interest		$115,818
41. Dividends		$110,564
42. Rents		$0
43. Sale of Investments and Fixed Assets	3	$0
44. Loans Obtained	9	$0
45. Repayments of Loans Made	2	$0
46. On Behalf of Affiliates for Transmittal to Them		$2,180,439
47. From Members for Disbursement on Their Behalf		$45,122
48. Other Receipts	14	$1,717,272
49. TOTAL RECEIPTS		$9,027,842

CASH DISBURSEMENTS		SCH	AMOUNT
50. Representational Activities		15	$1,848,185
51. Political Activities and Lobbying		16	$256,275
52. Contributions, Gifts, and Grants		17	$10,500
53. General Overhead		18	$835,710
54. Union Administration		19	$1,988,048
55. Benefits		20	$1,731,068
56. Per Capita Tax			$0
57. Strike Benefits			$0
58. Fees, Fines, Assessments, etc.			$0
59. Supplies for Resale			$0
60. Purchase of Investments and Fixed Assets		4	$235,763
61. Loans Made		2	$0
62. Repayment of Loans Obtained		9	$0
63. To Affiliates of Funds Collected on Their Behalf			$2,180,439
64. On Behalf of Individual Members			$45,122
65. Direct Taxes			$0

66. Subtotal			$9,131,110
67. Withholding Taxes and Payroll Deductions
67a. Total Withheld	$1,375,923
67b. Less Total Disbursed	$1,375,923
67c. Total Withheld But Not Disbursed
68. TOTAL DISBURSEMENTS			$9,131,110

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

SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE

FILE NUMBER: 513-365

Entity or Individual Name (A)	Total Account Receivable (B)	90-180 Days Past Due (C)	180+ Days Past Due (D)	Liquidated Account Receivable (E)
Total of all itemized accounts receivable	$34,333	$2,978	$7,300	$0
Totals from all other accounts receivable	$16,217
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B))	$50,550	$2,978	$7,300	$0
CABOT TA	$4,186	$1,128	$0
GRAND ISLE SUPERVISORY UNION NEA	$2,900	$0	$0
LAMOILLE SOUTH EDUCATIORS ASSOCIATION	$705	$0	$0
NORTHEAST KINGDOM EDUCATION ASSOCIATION	$28	$0	$0
WEATHERSFIELD TEACHERS ASSN	$11	$0	$0
WINDHAM SOUTHWEST SU STAFF ASSN	$30	$0	$0
WINDHAM SOUTHWEST TEACHERS ASSN	$285	$0	$0
WINOOSKI EA	$105	$0	$0
CALEDONIA COOPERATIVE EA	$550	$0	$0
COLCHESTER SCHOOL DISTRICT	$50	$50	$0
COLD HOLLOW EA	$757	$0	$0
ESSEX HIGH SCHOOL	$435	$0	$435
GOGARTY, ISABEL	$1,565	$0	$1,565
HARTLAND EA	$600	$0	$0
HARWOOD UNIFIED EA	$550	$0	$0
MILL RIVER UNIFIED EA	$550	$0	$0
NEA OTHER	$11,652	$0	$0
ORLEANS CENTRAL SU	$4,000	$0	$4,000
ORLEANS SOUTHWEST EA	$3,100	$1,800	$1,300
PEOPLES ACADEMY MIDDLE SCHOOL	$1,200	$0	$0
SHELBURNE COMMUNITY SCHOOL	$799	$0	$0
SOUTHWEST VERMONT EA	$275	$0	$0

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

SCHEDULE 2 - LOANS RECEIVABLE

FILE NUMBER: 513-365

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A)

Loans
Outstanding at
Start of Period
(B)

Loans Made
During Period
(C)

Repayments Received During Period
Cash (D)(1)	Other Than Cash (D)(2)

Loans
Outstanding at
End of Period
(E)

Total of loans not listed above

Total of all lines above

Totals will be automatically entered in...

Item 24
Column (A)

Item 61

Item 45

Item 69
with Explanation

Item 24
Column (B)

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

SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 513-365

Description (if land or buildings, give location) (A)	Cost (B)	Book Value (C)	Gross Sales Price (D)	Amount Received (E)
Total of all lines above	$1,740,176	$1,748,909	$1,748,909	$1,748,909
COLUMBIA DIVIDEND INCOME INST	$147,057	$186,747	$186,747	$186,747
INVESCO S&P SMALLCAP 600	$143,760	$155,751	$155,751	$155,751
PGIM SHORT-TERM CORP BOND Z	$200,384	$202,397	$202,397	$202,397
PGIM TOTAL RETURN BOND Z	$109,037	$101,110	$101,110	$101,110
SPDR S&P DIVIDEND	$226,554	$277,736	$277,736	$277,736
THORNBURG STRATEGIC INC I	$913,384	$825,168	$825,168	$825,168

				Less Reinvestments	$1,748,909
(The total from Net Sales Line will be automatically entered in Item 43)				Net Sales	$0

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

SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 513-365

Description (if land or buildings, give location) (A)	Cost (B)	Book Value (C)	Cash Paid (D)
Total of all lines above	$1,900,127	$2,161,382	$1,900,127
BNY MELLON DYNAMIC VALUE ICONFIRM NBR	$174,856	$210,178	$174,856
CONGRESS SMALL CAP GRWTH INSTCONFIRM NBR	$62,648	$80,738	$62,648
INVESCO S&P MIDCAP 400 REV	$116,352	$147,955	$116,352
INVESCO S&P SMALLCAP 600	$12,747	$0	$12,747
ISHARES S&P 100 ETF	$116,655	$159,212	$116,655
JANUS HENDERSON MLT SEC INC ICONFIRM NBR	$172,872	$184,298	$172,872
JPMORGAN CORE BOND ICONFIRM NBR	$176,691	$190,804	$176,691
MFS INTL INTRINSIC VALUE ICONFIRM NBR	$10,173	$11,791	$10,173
MFS MA INVESTORS GW STK ICONFIRM NBR	$6,044	$6,044	$6,044
PGIM SHORT-TERM CORP BOND ZCONFIRM NBR	$2,994	$0	$2,994
BNY MELLON WORLDWIDE GW ICONFIRM NBR	$9,885	$11,904	$9,885
CONGRESS SMALL CAP GRWTH INSTCONFIRM NBR	$13,992	$18,640	$13,992
GOLDMAN SACHS GQG INTL OPP ICONFIRM NBR	$29,558	$38,735	$29,558
INVESCO S&P 500 EQUAL WEIGHT E	$29,624	$37,109	$29,624
INVESCO S&P MIDCAP 400 REV	$49,324	$62,534	$49,324
ISHARES GLOBAL 100 ETF	$9,858	$13,050	$9,858
ISHARES S&P 100 ETF	$29,504	$39,328	$29,504
JANUS HENDERSON ENTERPRISE ICONFIRM NBR	$29,558	$35,392	$29,558
JANUS HENDERSON MLT SEC INC ICONFIRM NBR	$68,451	$73,788	$68,451
JPMORGAN CORE BOND ICONFIRM NBR	$70,305	$76,556	$70,305
ISHARES S&P 100 ETF	$42,064	$53,161	$42,064
JANUS HENDERSON MLT SEC INC ICONFIRM NBR	$31,996	$33,256	$31,996
JANUS HENDERSON MLT SEC INC ICONFIRM NBR	$14,324	$14,888	$14,324
JPMORGAN CORE BOND ICONFIRM NBR	$13,577	$14,176	$13,577
JPMORGAN CORE BOND ICONFIRM NBR	$29,538	$30,842	$29,538
PGIM TOTAL RETURN BOND ZCONFIRM NBR	$30,606	$32,055	$30,606
PGIM TOTAL RETURN BOND ZCONFIRM NBR	$11,417	$11,957	$11,417
THORNBURG STRATEGIC INC ICONFIRM NBR	$33,137	$34,325	$33,137
THORNBURG STRATEGIC INC ICONFIRM NBR	$13,235	$13,709	$13,235
BNY MELLON DYNAMIC VALUE ICONFIRM NBR	$8,462	$9,891	$8,462
MFS INTL INTRINSIC VALUE ICONFIRM NBR	$10,453	$12,088	$10,453
JANUS HENDERSON ENTERPRISE ICONFIRM NBR	$1,759	$2,017	$1,759
THORNBURG STRATEGIC INC ICONFIRM NBR	$2,957	$3,017	$2,957
PACER US CASH COWS 100 ETF	$189,478	$214,359	$189,478
PACER US CASH COWS 100 ETF	$81,913	$92,669	$81,913
CONGRESS SMALL CAP GRWTH INSTCONFIRM NBR	$3,565	$4,365	$3,565
CONGRESS SMALL CAP GRWTH INSTCONFIRM NBR	$989	$1,211	$989
JANUS HENDERSON MLT SEC INC ICONFIRM NBR	$3,249	$3,294	$3,249
THORNBURG STRATEGIC INC ICONFIRM NBR	$8,105	$8,248	$8,105
PACER US SML CAP CASH COWS ETF	$104,339	$100,958	$104,339
PACER US SML CAP CASH COWS ETF	$33,966	$32,866	$33,966
JANUS HENDERSON MLT SEC INC ICONFIRM NBR	$7,848	$8,023	$7,848
JPMORGAN CORE BOND ICONFIRM NBR	$9,609	$9,914	$9,609
JPMORGAN CORE BOND ICONFIRM NBR	$4,792	$4,944	$4,792
PGIM TOTAL RETURN BOND ZCONFIRM NBR	$8,584	$8,846	$8,584
PGIM TOTAL RETURN BOND ZCONFIRM NBR	$4,360	$4,493	$4,360
THORNBURG STRATEGIC INC ICONFIRM NBR	$1,682	$1,722	$1,682
HP LASERJET PRO 4001DN	$300	$300	$300
EPSON ECO-TANK 4850	$424	$424	$424
EPSOM POWERLITE X49 PROJECTOR	$465	$465	$465
LU-303 LARGE CAPACITY TRAY/KONICA MINOLTA 750II	$705	$705	$705
VIVO 32 INCH DESK CONVERTER	$138	$138	$138

		Less Reinvestments	$1,664,364
(The total from Net Purchases Line will be automatically entered in Item 60.)		Net Purchases	$235,763

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

SCHEDULE 5 - INVESTMENTS

FILE NUMBER: 513-365

Description (A)	Amount (B)
Marketable Securities
A. Total Cost	$3,307,968
B. Total Book Value	$4,010,170
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.

JPMORGAN CORE BOND ICONFIRM NBR	$304,512
JANUS HENDERSON MLT SEC INC ICONFIRM NBR	$298,740
PACER US CASH COWS 100 ETF	$271,391
ISHARES S&P 100 ETF	$188,222
BNY MELLON DYNAMIC VALUE ICONFIRM NBR	$183,318
INVESCO S&P MIDCAP 400 REV	$165,676
PACER US SML CAP CASH COWS ETF	$138,305
CONGRESS SMALL CAP GRWTH INSTCONFIRM NBR	$81,194
THORNBURG STRATEGIC INC ICONFIRM NBR	$59,116
PGIM TOTAL RETURN BOND ZCONFIRM NBR	$54,967
JANUS HENDERSON ENTERPRISE ICONFIRM NBR	$31,317
INVESCO S&P 500 EQUAL WEIGHT E	$29,624
GOLDMAN SACHS GQG INTL OPP ICONFIRM NBR	$29,558
MFS INTL INTRINSIC VALUE ICONFIRM NBR	$20,626
INVESCO S&P SMALLCAP 600	$12,747
BNY MELLON WORLDWIDE GW ICONFIRM NBR	$9,885
ISHARES GLOBAL 100 ETF	$9,858
MFS MA INVESTORS GW STK ICONFIRM NBR	$6,044

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))

$4,010,170

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

SCHEDULE 6 - FIXED ASSETS

FILE NUMBER: 513-365

Description (A)	Cost or Other Basis (B)	Total Depreciation or Amount Expensed (C)	Book Value (D)	Value (E)
A. Land (give location)
Land 1 : 10 WHEELOCK STREET	$32,526		$35,526	$200,000

B. Buildings (give location)
Building 1 : 10 Wheelock Street, Montpelier, VT	$908,992	$622,119	$286,872	$450,000
Building 2 : Land Improvements	$192,611	$78,765	$113,846	$113,846

C. Automobiles and Other Vehicles

D. Office Furniture and Equipment

$287,506

$244,563

$39,943

$42,943

E. Other Fixed Assets

$9,000

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

$1,430,635

$954,447

$476,187

$806,789

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

SCHEDULE 7 - OTHER ASSETS

FILE NUMBER: 513-365

Description (A)	Book Value (B)
Total (Total will be automatically entered in Item 28, Column(B))	$108,709
PREPAID EXPENSEs	$105,890
CVENT PREPAID REGISTRATIONS	$2,819

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

SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE

FILE NUMBER: 513-365

Entity or Individual Name (A)	Total Account Payable (B)	90-180 Days Past Due (C)	180+ Days Past Due (D)	Liquidated Account Payable (E)
Total for all itemized accounts payable	$86,997	$11,422	$459	$0
Total from all other accounts payable	$0	$0	$0	$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D))	$86,997	$11,422	$459	$0
COLORADO DEPT OF REVENUE	$15,400	$0	$0	$0
M & T BANK	$12,783	$0	$0	$0
FIRST STEP PRINT SHOP, INC	$12,656	$0	$0	$0
M & R STRATEGIC SERVICES INC	$8,362	$8,362	$0	$0
SARAH KERR GARRATY, ESQ.	$5,500	$0	$0	$0
LIBERTY MUTUAL INSURANCE	$3,985	$0	$0	$0
JAMES E FANNON III	$3,796	$0	$0	$0
NEA360 LLC	$3,105	$0	$0	$0
HEARST TELEVISION INC	$2,900	$2,393	$0	$0
CQ STRATEGIES LLC	$2,726	$0	$0	$0
CREATIVE MINDS KITCHEN	$2,099	$0	$0	$0
NATIONAL EDUCATION ASSN	$1,826	$0	$0	$0
MATTHEW POLK	$1,424	$667	$254	$0
DARREN ALLEN	$1,211	$0	$0	$0
GREAT LAKES CENTER FOR EDUCATION	$1,000	$0	$0	$0
AMAZON CAPITAL SERVICES INC	$938	$0	$0	$0
VERMONT STATE UNIVERSITY	$870	$0	$0	$0
MAPLE RUN EDUCATION ASSOCIATION	$807	$0	$0	$0
LINDSEY LEFEBVRE	$687	$0	$0	$0
NFP	$575	$0	$0	$0
BREDHOFF & KAISER, PLLC	$499	$0	$0	$0
JULIETTE LONGCHAMP	$477	$0	$0	$0
SYMQUEST GROUP, INC	$441	$0	$0	$0
HINESBURG COMMUNITY SCHOOL	$401	$0	$0	$0
REBECCA MCBROOM	$400	$0	$0	$0
CHRISTOPHER GUROS	$292	$0	$0	$0
LAW OFFICE OF JAMES A DUMONT, ESQ PC	$240	$0	$0	$0
K. BELLAVANCE LANDWORKS & HAULING LLC	$225	$0	$0	$0
COLIN ROBINSON	$216	$0	$0	$0
CENTRAL VERMONT CHAMBER	$205	$0	$205	$0
ANDREW G LABARGE	$170	$0	$0	$0
NATASHA ECKART BANING	$140	$0	$0	$0
CARMEL QUINN	$123	$0	$0	$0
CATHERINE C CAMPBELL	$120	$0	$0	$0
BRIAN MORSE	$112	$0	$0	$0
KEREN M TURNER	$106	$0	$0	$0
ALISON SYLVESTER	$93	$0	$0	$0
ERIN CARTER	$83	$0	$0	$0
KRISTIE FERGUSON	$4	$0	$0	$0

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

SCHEDULE 9 - LOANS PAYABLE

FILE NUMBER: 513-365

Source of Loans Payable at Any Time During the Reporting Period (A)	Loans Owed at Start of Period (B)	Loans Obtained During Period (C)	Repayment During Period Cash (D)(1)	Repayment During Period Other Than Cash (D)(2)	Loans Owed at End of Period (E)
Total Loans Payable	$0	$0	$0	$0	$0
Totals will be automatically entered in...	Item 31 Column (C)	Item 44	Item 62	Item 69 with Explanation	Item 31 Column (D)

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

SCHEDULE 10 - OTHER LIABILITIES

FILE NUMBER: 513-365

Description (A)	Amount at End of Period (B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D))	$1,184,788
NEA-FCPE COLLECTED	$3,735
A/P FSA DEDUCTIONS	$3,271
DEFERRED INCOME	$16,172
RACIAL JUSTICE TASKFORCE GRANT	$3,955
INTERNAL RACIAL EQUITY	$19,009
AEGIS PARTNERSHIP PROJECT	$25,728
GPS GRANT/PARA LEADERSHIP	$2,808
NEA ESP PEER MENTORING	$26,735
EDUCATOR BILL OF RIGHTS GRANT	$23,903
NBCT LEGISLATIVE GRANT	$2,530
PARENTING ORGANIZING GRANT	$7,500
NEA YEAR ROUND ORGANIZING	$24,644
NEA HEALTH CARE FOCUS GROUP	$15,000
HEALTHCARE BARGAINING GRANT	$36,483
GPS/SAFE LEARNING ENVIRONMENTS	$15,653
EPP VOICE ACADEMY GRANT	$14,441
NEA LABOR MGMT COLLABORATION	$8,250
ACCRUED VACATION/SICK	$931,036
ACCRUED SALARIES	$3,935

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

SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS

FILE NUMBER: 513-365

(A)
Name

(B)
Title

(D)
Gross Salary
Disbursements
(before any
deductions)

(E)
Allowances
Disbursed

(F)
Disbursements for Official Business

(G)
Other
Disbursements not reported in
(D) through (F)

(H)
TOTAL

A
B
C

Bowers , Mary
Board Director
C

$500

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

Buck , Lauren
Board Member
C

$2,054

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Campbell , Catherine
Board Member
C

$500

$3,630

$4,130

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Cannizzaro , Peter
Board Member
C

$1,727

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Darrell , Loriann
Board Member
C

$2,296

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Dougherty , Madeleine
Board Member
C

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Hamby , Genvieve
Board Member
C

$3,035

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Hutchins , Eric
Board Member
C

$1,735

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Johnson , James
Board Member
C

$500

$1,815

$2,315

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Labarge , Andrew
Board Member
C

$2,165

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Morse , April
Board Member
C

$2,477

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

Oliveira , Susan
Board Member
N

$604

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Picard , Peter
Board Member
C

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Turner , Keren
Board Member
C

$1,663

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

Carter , Erin
Vice President
C

$9,568

$2,101

$11,669

Schedule 15
Representational Activities

50 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

50 %

A
B
C

Sylvester , Alison
Secretary/Treasurer
C

$9,568

$4,199

$13,767

Schedule 15
Representational Activities

50 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

50 %

A
B
C

Tinney , Donald
President
C

$155,303

$8,039

$374

$163,716

Schedule 15
Representational Activities

49 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

49 %

Total Officer Disbursements	$175,939	$0	$37,540	$374	$213,853
Less Deductions					$63,741
Net Disbursements					$150,112

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

SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES

FILE NUMBER: 513-365

(A)
Name

(B)
Title

(D)
Gross Salary
Disbursements
(before any
deductions)

(E)
Allowances Disbursed

(F)
Disbursements for Official Business

(G)
Other Disbursements not reported in
(D) through (F)

(H)
TOTAL

A
B
C

Allen , Darren
Communications Director
0

$166,366

$411

$5,607

$172,384

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

74 %

Schedule 19
Administration

26 %

A
B
C

Baker , Ronald
Maintenance
0

$15,778

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Collette , Barbara
GrowVT-ED Program
0

$29,200

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

Delabruere , Carrie
Administrative Assistant
0

$70,975

$5,107

$76,082

Schedule 15
Representational Activities

68 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

4 %

Schedule 19
Administration

28 %

A
B
C

Eckart Baning , Natasha
UniServ Director
0

$150,328

$5,118

$2,398

$157,844

Schedule 15
Representational Activities

56 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

11 %

Schedule 19
Administration

33 %

A
B
C

Emrich , Andrew
ARP Researcher
0

$116,153

$6,408

$122,561

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Everhart , Kelly
Legal Counsel
0

$142,672

$4,362

$147,034

Schedule 15
Representational Activities

11 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

2 %

Schedule 19
Administration

87 %

A
B
C

Fannon , James
Executive Director
183000

$1,996

$3,617

$5,613

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

5 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

95 %

A
B
C

Ferguson , Kristie
Executive Assistant
0

$87,492

$3,089

$2,649

$93,230

Schedule 15
Representational Activities

6 %

Schedule 16
Political Activities and Lobbying

3 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

91 %

A
B
C

Giron , Kayla
Administrative Assistant
0

$53,221

$2,375

$55,596

Schedule 15
Representational Activities

36 %

Schedule 16
Political Activities and Lobbying

16 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

9 %

Schedule 19
Administration

39 %

A
B
C

Given , Jennifer
UniServ Director
0

$117,001

$11,286

$2,038

$130,325

Schedule 15
Representational Activities

66 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

24 %

A
B
C

Graves , Mary
Business Manager
0

$173,628

$4,695

$11,555

$189,878

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Green , Erin
Administrative Assistant
0

$82,015

$2,099

$84,114

Schedule 15
Representational Activities

14 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

48 %

Schedule 19
Administration

38 %

A
B
C

Guros , Christopher
UniServ Director
0

$123,485

$4,451

$3,664

$131,600

Schedule 15
Representational Activities

64 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

2 %

Schedule 19
Administration

34 %

A
B
C

Hage , Mark
Member Benefits
0

$176,856

$1,474

$565

$178,895

Schedule 15
Representational Activities

79 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

20 %

A
B
C

Jarrett , Jean
Membership Coordinator
0

$83,532

$1,842

$85,374

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Leach , Sean
UniServ Director
0

$118,727

$474

$519

$119,720

Schedule 15
Representational Activities

64 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

2 %

Schedule 19
Administration

34 %

A
B
C

Lefebvre , Lindsay
UniServ Director
0

$122,976

$3,336

$2,888

$129,200

Schedule 15
Representational Activities

84 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

16 %

A
B
C

Longchamp , Juliette
PD Director
0

$173,756

$8,020

$2,720

$184,496

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

81 %

Schedule 19
Administration

19 %

A
B
C

McBroom , Rebecca
General Counsel
0

$175,658

$5,230

$6,628

$187,516

Schedule 15
Representational Activities

18 %

Schedule 16
Political Activities and Lobbying

4 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

78 %

A
B
C

Moore , Joseph
UniServ Director
0

$143,211

$1,319

$144,530

Schedule 15
Representational Activities

68 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

32 %

A
B
C

Morgan-Puglisi , Meaghan
UniServ Director
0

$108,058

$5,392

$6,874

$120,324

Schedule 15
Representational Activities

42 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

8 %

Schedule 19
Administration

50 %

A
B
C

Morse , Brian
UniServ Director
0

$125,529

$9,156

$2,397

$137,082

Schedule 15
Representational Activities

78 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

3 %

Schedule 19
Administration

19 %

A
B
C

Polk , Matthew
UniServ Director
0

$156,002

$6,352

$9,739

$172,093

Schedule 15
Representational Activities

74 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

5 %

Schedule 19
Administration

21 %

A
B
C

Robinson , Colin
Political Organizer
0

$170,562

$2,805

$2,368

$175,735

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

81 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

19 %

A
B
C

Russo-Savage , Stuart
UniServ Director
0

$113,006

$400

$586

$113,992

Schedule 15
Representational Activities

68 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

32 %

A
B
C

Slesar , Lara
Member Organizer
0

$131,313

$5,534

$2,117

$138,964

Schedule 15
Representational Activities

44 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

36 %

Schedule 19
Administration

20 %

TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS

$83,235

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

Total Employee Disbursements	$3,210,735	$0	$97,050	$74,610	$3,382,395
Less Deductions					$1,312,182
Net Disbursements					$2,070,213

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

SCHEDULE 13 - MEMBERSHIP STATUS

FILE NUMBER: 513-365

Category of Membership (A)	Number (B)	Voting Eligibility (C)
Members (Total of all lines above)	12,572
Agency Fee Payers*	0
Total Members/Fee Payers	12,572
*Agency Fee Payers are not considered members of the labor organization.
ESP Sub	2	No
Active ESP Tier 1	477	Yes
Acitve ESP Tier 2	2,264	Yes
Active ESP Tier 3	86	Yes
Active Professional 25%	16	Yes
Active Professional 50%	154	Yes
Active Professional 100%	8,528	Yes
Active Professional Substitute	6	No
Reserve ESP	4	No
Reserve Professional	4	No
Retired Members	1,027	No
Staff	4	No

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

DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19

FILE NUMBER: 513-365

SCHEDULE 14 OTHER RECEIPTS
1. Named Payer Itemized Receipts	$1,488,783
2. Named Payer Non-itemized Receipts	$25,276
3. All Other Receipts	$203,213
4. Total Receipts	$1,717,272

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	$10,500
6. Total Disbursements	$10,500

SCHEDULE 15 REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements	$86,611
2. Named Payee Non-itemized Disbursements	$193,591
3. To Officers	$117,641
4. To Employees	$1,358,339
5. All Other Disbursements	$92,003
6. Total Disbursements	$1,848,185

SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee Itemized Disbursements	$27,712
2. Named Payee Non-itemized Disbursements	$175,263
3. To Officers	$0
4. To Employees	$436,161
5. All Other Disbursements	$196,574
6. Total Disbursements	$835,710

SCHEDULE 16 POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements	$79,393
2. Named Payee Non-itemized Disbursements	$10,000
3. To Officers	$3,274
4. To Employees	$163,608
5. All Other Disbursements	$0
6. Total Disbursements	$256,275

SCHEDULE 19 UNION ADMINISTRATION
1. Named Payee Itemized Disbursements	$369,680
2. Named Payee Non-itemized Disbursements	$48,324
3. To Officers	$92,940
4. To Employees	$1,424,291
5. All Other Disbursements	$52,813
6. Total Disbursements	$1,988,048

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

SCHEDULE 14 - OTHER RECEIPTS

FILE NUMBER: 513-365

Name and Address
(A)

NATIONAL EDUCATION ASSOCIATION

1201 16TH STREET NW
WASHINGTON
DC
20036

Type or Classification
(B)

National Affiliate

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$996,577
Total Non-Itemized Transactions with this Payee/Payer		$12,559
Total of All Transactions with this Payee/Payer for This Schedule		$1,009,136
legal service reimb	10/17/2023	$8,998
legal service reimb	07/11/2024	$8,117
legal service reimb	11/13/2023	$7,544
legal service reimb	12/12/2023	$6,734
legal service reimb	03/12/2024	$6,521
ARP GRANT	09/07/2023	$100,000
RACIAL JUSTICE WORK GRANT	12/05/2023	$35,369
GRANT/EXP REIMB	12/20/2023	$25,301
BILL OF RIGHTS GRANT	06/20/2024	$25,000
HEALTHCARE BARGAINING GRANT	11/02/2023	$24,550
ORGANIZING GRANT	08/20/2024	$20,658
LMC IMPLEMENTATION GRANT	04/04/2024	$20,000
ORGANIZING GRANT	02/13/2024	$19,400
ORGANIZING GRANT	05/16/2024	$19,400
LOCAL ASSOC GRANT	06/27/2024	$17,000
MEMBERSHIP FORM/CARD REIMB	09/21/2023	$14,184
SMALL ST SUBSIDY	10/05/2023	$113,076
SMALL ST SUBSIDY	03/08/2024	$113,075
UNISERV GRANT	03/12/2024	$123,495
UNISERV GRANT	09/25/2023	$102,915
UNISERV GRANT	06/17/2024	$102,910
UNISERV GRANT	12/13/2023	$82,330

Name and Address
(A)

NATIONAL FINANCIAL SERVICES/KESTRA
STE 400, BLDG 2
5707 SOUTHWEST PKWY
AUSTIN
TX
78735

Type or Classification
(B)

investment firm

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$120,400
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$120,400
EE 401K HARDSHIP DISTR	08/29/2024	$120,400

Name and Address
(A)

NEW YORK LIFE INVESTMENTS

PO BOX 219003
KANSAS CITY
MO
64121

Type or Classification
(B)

investment firm

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$12,239
Total Non-Itemized Transactions with this Payee/Payer		$12,239
Total of All Transactions with this Payee/Payer for This Schedule		$24,478
EE 401K DISTRIBUTION	09/14/2023	$12,239

Name and Address
(A)

SOUTHWEST VERMONT SUPERVISORY UNION

184 NORTH STREET, SUITE 1
BENNINGTON
VT
05201

Type or Classification
(B)

school district

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$14,015
Total Non-Itemized Transactions with this Payee/Payer		$478
Total of All Transactions with this Payee/Payer for This Schedule		$14,493
PROFESSIONAL DEVELOPMENT PROGR	08/06/2024	$14,015

Name and Address
(A)

VERMONT EDUCATION HEALTH INITIATIVE

52 PIKE DRIVE
BERLIN
VT
05602

Type or Classification
(B)

insurance partner

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$165,552
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$165,552
HEALTH PARTNERSHIP PYMT	10/07/2023	$55,184
HEALTH PARTNERSHIP PYMT	01/05/2024	$55,184
HEALTH PARTNERSHIP PYMT	05/24/2024	$55,184

Name and Address
(A)

VT Agency of Education

1 NATIONAL LIFE DRIVE
MONTPELIER
VT
05602

Type or Classification
(B)

state agency

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$180,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$180,000
GROWVT-ED PROG	02/12/2024	$80,000
GROWVT-ED PROG	08/14/2024	$100,000

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

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES

FILE NUMBER: 513-365

Name and Address
(A)

AAM BURLINGTON HOTEL, LLC

870 WILLISTON ROAD
SO BURLINGTON
VT
05403

Type or Classification
(B)

MONTHLY MEETINGS FOR MEMBER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,901
Total of All Transactions with this Payee/Payer for This Schedule		$6,901

Name and Address
(A)

AYUSHI, LLC

1117 WILLISTON ROAD
BURLINGTON
VT
05403

Type or Classification
(B)

MONTHLY MEETINGS FOR MEMBER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$30,005
Total of All Transactions with this Payee/Payer for This Schedule		$30,005

Name and Address
(A)

CONTINENTAL DRIFT, LLC

6206 CASTLECOVE ROAD
CHARLOTTE
NC
28278

Type or Classification
(B)

SPEAKER AT MEMBER EVENT

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

Name and Address
(A)

CREATIVE MINDS KITCHEN

PO BOX 536
EAST BARRE
VT
05649

Type or Classification
(B)

CATERING FOR MONTHLY MEETINGS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$11,465
Total of All Transactions with this Payee/Payer for This Schedule		$11,465

Name and Address
(A)

CRYSTAL CLEAR HOSPITALITY LLC

42 LOWER MOUNTAIN VIEW DR
COLCHESTER
VT
05446

Type or Classification
(B)

MONTHLY MEETINGS FOR MEMBER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$9,016
Total of All Transactions with this Payee/Payer for This Schedule		$9,016

Name and Address
(A)

DELIVER STRATEGIES, LLC

PO BOX 100970
ARLINGTON
VA
22210

Type or Classification
(B)

MEMBERSHIP FORMS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,923
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$10,923
MEMBER FORMS	07/19/2024	$10,923

Name and Address
(A)

DOUBLETREE HOTEL BURLINGTON

1117 WILLISTON ROAD
BURLINGTON
VT
05403

Type or Classification
(B)

MONTHLY MEETINGS FOR MEMBER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$19,829
Total of All Transactions with this Payee/Payer for This Schedule		$19,829

Name and Address
(A)

EMMA WHITE RESEARCH LLC

2723 S STATE STREET
ANN ARBOR
MI
48104

Type or Classification
(B)

MEMBER SURVEY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$24,750
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$24,750
member survey	03/18/2024	$24,750

Name and Address
(A)

FIRST STEP PRINT SHOP, INC

115 NORTH STREET
BURLINGTON
VT
05401

Type or Classification
(B)

PRINTING OF MEMBER MATERIALS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$18,892
Total of All Transactions with this Payee/Payer for This Schedule		$18,892

Name and Address
(A)

GEIGER

PO BOX 712144
CINCINNATI
OH
45271

Type or Classification
(B)

MEMBER PROMOTIONAL ITEMS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$31,006
Total of All Transactions with this Payee/Payer for This Schedule		$31,006

Name and Address
(A)

GREEN VISIONS LLC

325 MAIN ST
NORWICH
VT
05055

Type or Classification
(B)

MONTHLY MEETINGS FOR MEMBER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$10,096
Total of All Transactions with this Payee/Payer for This Schedule		$10,096

Name and Address
(A)

LABOR ARBITRATION INSTITUTE

205 SOUTH WATER STREET
NORTHFIELD
MN
55057

Type or Classification
(B)

CONFERNCE FEES FOR STAFF

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,850
Total of All Transactions with this Payee/Payer for This Schedule		$5,850

Name and Address
(A)

LINDSAY KILL

1 SCHOOL STREET
RANDOLPH
VT
05060

Type or Classification
(B)

HEALTHCARE EXP RESEARCH

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$13,801
Total of All Transactions with this Payee/Payer for This Schedule		$13,801

Name and Address
(A)

M & R STRATEGIC SERVICES INC
STE 301
1101 17TH STREET NW
WASHINGTON
DC
20036

Type or Classification
(B)

PROMOTIONAL/ADVERTISING

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$27,273
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$27,273
MARKETING SERVICES	08/02/2024	$27,273

Name and Address
(A)

MISSOURI COMMUNITY ACTION

3337 EMERALD LN
JEFFERSON CITY
MO
65109

Type or Classification
(B)

TRAINING FOR MEMBERS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,435
Total of All Transactions with this Payee/Payer for This Schedule		$5,435

Name and Address
(A)

NATL BOARD FOR PROF TEACHING STANDARDS

PO BOX 715105
PHILADELPHIA
PA
19171

Type or Classification
(B)

PROFESSIONAL DEVELOPMENT FOR MEMBERS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,305
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$5,305
PROFESSIONAL DEVELOPMENT	12/21/2023	$5,305

Name and Address
(A)

NFI VERMONT INC

30 AIRPORT ROAD
SO BURLINGTON
VT
05403

Type or Classification
(B)

TRAINING FOR MEMBERS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$6,000
TRAINING	11/13/2023	$6,000

Name and Address
(A)

RINGCENTRAL INC

20 DAVIS DRIVE
BELMONT
CA
94002

Type or Classification
(B)

TELEPHONE SERVICE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$11,771
Total of All Transactions with this Payee/Payer for This Schedule		$11,771

Name and Address
(A)

THE NEW MEDIA FIRM

1730 RHODE ISLAND AVE, NW
WASHINGTON
DC
20036

Type or Classification
(B)

MEDIA BUYS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,320
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$5,320
ADVERTISING	12/21/2023	$5,320

Name and Address
(A)

TOURTERELLE RESTAURANT

3629 ETHAN ALLEN HWY
NEW HAVEN
VT
05472

Type or Classification
(B)

MONTHLY MEETINGS FOR MEMBER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$7,814
Total of All Transactions with this Payee/Payer for This Schedule		$7,814

Name and Address
(A)

VERMONT STATE UNIVERSITY

62 ALUMNI DR
CASTLETON
VT
05735

Type or Classification
(B)

PROFESSIONAL DEVELOPMENT FOR MEMBERS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,655
Total of All Transactions with this Payee/Payer for This Schedule		$5,655

Name and Address
(A)

ZOOM.US

55 ALMADEN BLVD
SAN JOSE
CA
95113

Type or Classification
(B)

ONLINE MEETING SOFTWARE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,040
Total Non-Itemized Transactions with this Payee/Payer		$55
Total of All Transactions with this Payee/Payer for This Schedule		$7,095
ONLINE MEETING SOFTWARE	10/16/2023	$7,040

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

SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING

FILE NUMBER 513-365

Name and Address
(A)

MICKENBERG, DUNN & SMITH PLC

3629 ETHAN ALLEN HWY
NEW HAVEN
VT
05472

Type or Classification
(B)

LOBBYING ACTIVITIES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$8,000
GROUP LOBBY	04/12/2024	$8,000

Name and Address
(A)

NECRASON GROUP PLC

1117 WILLISTON ROAD
BURLINGTON
VT
05403

Type or Classification
(B)

LOBBYIST GROUP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$55,000
Total Non-Itemized Transactions with this Payee/Payer		$10,000
Total of All Transactions with this Payee/Payer for This Schedule		$65,000
LOBBYIST SERVICES	08/02/2024	$5,000
LOBBYIST SERVICES	06/07/2024	$5,000
LOBBYIST SERVICES	05/03/2024	$5,000
LOBBYIST SERVICES	04/12/2024	$5,000
LOBBYIST SERVICES	03/08/2024	$5,000
LOBBYIST SERVICES	02/02/2024	$5,000
LOBBYIST SERVICES	01/05/2024	$5,000
LOBBYIST SERVICES	12/08/2023	$5,000
LOBBYIST SERVICES	11/03/2023	$5,000
LOBBYIST SERVICES	10/02/2023	$5,000
LOBBYIST SERVICES	09/15/2023	$5,000

Name and Address
(A)

PEDULUM CREATIVE GROUP

55 ALMADEN BLVD
SAN JOSE
CA
95113

Type or Classification
(B)

MEMBER MAILINGS FOR ELECTION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,393
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$6,393
ELECTION MAILING	08/02/2024	$6,393

Name and Address
(A)

PUBLIC ASSETS INSTITUTE

20 DAVIS DRIVE
BELMONT
CA
94002

Type or Classification
(B)

LOBBYIST ACTIVITIES

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
LOBBYIST SERVICES	06/07/2024	$10,000

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

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS

FILE NUMBER: 513-365

There was no data found for this schedule.

SCHEDULE 18 - GENERAL OVERHEAD

FILE NUMBER: 513-365

Name and Address
(A)

AMAZON CAPITAL SERVICES INC

PO BOX 035184
SEATTLE
WA
98124

Type or Classification
(B)

OFFICE SUPPLIES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$7,179
Total of All Transactions with this Payee/Payer for This Schedule		$7,179

Name and Address
(A)

CASELLA WASTE MANAGEMENT, INC

PO BOX 1372
WILLISTON
VT
05495

Type or Classification
(B)

TRASH HAULER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$8,761
Total of All Transactions with this Payee/Payer for This Schedule		$8,761

Name and Address
(A)

CDW DIRECT

PO BOX 75723
CHICAGO
IL
60675

Type or Classification
(B)

COMPUTER AND SUPPLIES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,289
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$10,289
software purchase	02/16/2024	$10,289

Name and Address
(A)

CITY OF MONTPELIER

39 MAIN ST
MONTPELIER
VT
05602

Type or Classification
(B)

PROPERTY TAXES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$15,070
Total of All Transactions with this Payee/Payer for This Schedule		$15,070

Name and Address
(A)

COMCAST

PO BOX 70219
PHILADELPHIA
PA
19176

Type or Classification
(B)

INTERNET PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$11,977
Total of All Transactions with this Payee/Payer for This Schedule		$11,977

Name and Address
(A)

CVENT

PO BOX 822699
PHILADELPHIA
PA
19182

Type or Classification
(B)

EVENT SOFTWARE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$17,423
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$17,423
software purchase	05/03/2024	$17,423

Name and Address
(A)

DATABASICS, INC

12700 SUNRISE VAL DR
RESTON
VA
20191

Type or Classification
(B)

SOFTWARE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$9,480
Total of All Transactions with this Payee/Payer for This Schedule		$9,480

Name and Address
(A)

FIRST STEP PRINT SHOP, INC

115 NORTH STREET
BURLINGTON
VT
05401

Type or Classification
(B)

PRINTER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,098
Total of All Transactions with this Payee/Payer for This Schedule		$5,098

Name and Address
(A)

GREEN MOUNTAIN POWER CORP

PO BOX 1611
BRATTLEBORO
VT
05302

Type or Classification
(B)

ELECTRIC SUPPLIER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$13,525
Total of All Transactions with this Payee/Payer for This Schedule		$13,525

Name and Address
(A)

K. BELLAVANCE LANDWORKS & HAULING LLC

69 PITMAN RD
BARRE
VT
05641

Type or Classification
(B)

PROPERTY MAINTENANCE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$10,265
Total of All Transactions with this Payee/Payer for This Schedule		$10,265

Name and Address
(A)

LIBERTY MUTUAL INSURANCE

PO BOX 2051
KEENE
NH
03431

Type or Classification
(B)

INSURANCE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$54,636
Total of All Transactions with this Payee/Payer for This Schedule		$54,636

Name and Address
(A)

NEW ENGLAND AIR SYSTEMS

PO BOX 525
WILLISTON
VT
05495

Type or Classification
(B)

EQUIPMENT PROVIDER/MAINTENANCE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,708
Total of All Transactions with this Payee/Payer for This Schedule		$5,708

Name and Address
(A)

NFP

PO BOX 626
WAITSFIELD
VT
05673

Type or Classification
(B)

BROKER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,700
Total of All Transactions with this Payee/Payer for This Schedule		$6,700

Name and Address
(A)

PITNEY BOWES GLOBAL FINANCIAL SERVS LLC

PO BOX 981022
BOSTON
MA
02298

Type or Classification
(B)

EQUIPMENT LEASE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,086
Total of All Transactions with this Payee/Payer for This Schedule		$5,086

Name and Address
(A)

PURCHASE POWER

PO BOX 981026
BOSTON
MA
02298

Type or Classification
(B)

POSTAGE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$10,700
Total of All Transactions with this Payee/Payer for This Schedule		$10,700

Name and Address
(A)

SYMQUEST GROUP, INC

PO BOX 2384
SOUTH BURLINGTON
VT
05407

Type or Classification
(B)

EQUIPMENT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$11,078
Total of All Transactions with this Payee/Payer for This Schedule		$11,078

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

SCHEDULE 19 - UNION ADMINISTRATION

FILE NUMBER: 513-365

Name and Address
(A)

AAM BURLINGTON HOTEL, LLC

870 WILLISTON RD
SO BURLINGTON
VT
05403

Type or Classification
(B)

EVENT VENUE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$43,637
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$43,637
annual meeting of membership	04/12/2024	$19,592
education support staff conference	04/19/2024	$24,045

Name and Address
(A)

BREDHOFF & KAISER, PLLC

PO BOX 100970
ARLINGTON
VA
22210

Type or Classification
(B)

LEGAL SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$24,975
Total Non-Itemized Transactions with this Payee/Payer		$4,916
Total of All Transactions with this Payee/Payer for This Schedule		$29,891
legal services	06/07/2024	$10,527
legal services	07/19/2024	$6,610
legal services	08/23/2024	$7,838

Name and Address
(A)

CCFS PHILADELPHIA LLC

ONE LOGAN SQUARE
PHILADELPHIA
PA
19103

Type or Classification
(B)

EVENT VENUE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$22,160
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$22,160
national meeting lodging	07/08/2024	$22,160

Name and Address
(A)

CONTINENTAL DRIFT, LLC

6206 CASTLECOVE ROAD
CHARLOTTE
NC
28278

Type or Classification
(B)

EVENT SPEAKER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,147
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$10,147
speaker fee	04/12/2024	$10,147

Name and Address
(A)

CQ STRATEGIES LLC

PO BOX 81
MONTPELIER
VT
05602

Type or Classification
(B)

CONSULTING FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$26,695
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$26,695
consulting services	10/13/2023	$14,695
consulting services	03/29/2024	$12,000

Name and Address
(A)

CREATIVE MINDS KITCHEN

PO BOX 536
EAST BARRE
VT
05649

Type or Classification
(B)

CATERING VENDOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$11,112
Total of All Transactions with this Payee/Payer for This Schedule		$11,112

Name and Address
(A)

ELECTION-AMERICA, INC

155 MINEOLA BVLD, STE 102
MINEOLA
NY
11501

Type or Classification
(B)

ELECTION SUPPORT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$15,196
Total Non-Itemized Transactions with this Payee/Payer		$423
Total of All Transactions with this Payee/Payer for This Schedule		$15,619
election support	02/23/2024	$15,196

Name and Address
(A)

H & H RETIREMENT SERVICES
STE 102
95 GLASTONBURY BOULEVARD
GLASTONBURY
CT
06033

Type or Classification
(B)

RETIREMENT PLAN ADMIN

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$19,123
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$19,123
retirement plan audit	06/07/2024	$19,123

Name and Address
(A)

KDO CONSULTING LLC

903 FOURTH ST
LIVERPOOL
NY
13088

Type or Classification
(B)

MANAGEMENT CONSULTING

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$22,000
Total of All Transactions with this Payee/Payer for This Schedule		$22,000

Name and Address
(A)

MUDGETT, JENNETT & KROGH-WISNER

14 MAIN ST, STE 2
MONTPELIER
VT
05601

Type or Classification
(B)

OUTSIDE AUDITORS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$9,700
Total Non-Itemized Transactions with this Payee/Payer		$9,873
Total of All Transactions with this Payee/Payer for This Schedule		$19,573
annual financial audit	02/16/2024	$9,700

Name and Address
(A)

NATIONAL EDUCATION ASSOCIATION

PO BOX 418200
BOSTON
MA
02241

Type or Classification
(B)

EXEC DIRECTOR BENEFITS/SALARY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$181,012
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$181,012
exec director salary/benefits	02/16/2024	$60,550
exec director salary/benefits	02/23/2024	$60,231
exec director salary/benefits	07/19/2024	$60,231

Name and Address
(A)

POSTMASTER

115 NORTH STREET
BURLINGTON
VT
05401

Type or Classification
(B)

POSTAGE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,035
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$5,035
postage for mailing member cards	08/14/2024	$5,035

Name and Address
(A)

VT-NEA SCHOLARS BOWL

179 CHAPIN ROAD
ESSEX
VT
05452

Type or Classification
(B)

EVENT SPONSOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$12,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$12,000
event sponsorship	11/17/2023	$12,000

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

SCHEDULE 20 - BENEFITS

FILE NUMBER: 513-365

Description (A)	To Whom Paid (B)	Amount (C)
Total of all lines above (Total will be automatically entered in Item 55.)		$1,731,068
EMPLOYEE HEALTH INSURANCE	BLUE CROSS BLUE SHIELD OF VERMONT	$697,155
EMPLOYEE DENTAL INSURANCE	NORTHEAST DELTA DENTAL	$53,161
EMPLOYEE LIFE, AD&D, LT DISABILITY INSURANCE	STANDARD INSURANCE COMPANY	$58,544
EMPLOYEE 401K PAYMENTS PROCESSED BY PAYROLL COMPAY	ASURE PAYROLL	$749,411
401K DISTRIBUTION PAYMENT	MARTHA ALLEN	$9,057
401K HARDSHIP DISTRIBUTION	UNITED STATES TREASURY	$107,448
401K HARDSHIP DISTRIBUTION	VERMONT DEPARTMENT OF TAXES	$734
401K DEPOSIT	FIDELITY INVESTMENTS	$4,418
401K DEPOSIT	NFS, LLC	$21,051
401K DEPOSIT	PERSHING LLC	$7,089
401K DEPOSIT	T ROWE PRICE	$23,000

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

69. ADDITIONAL INFORMATION SUMMARY

FILE NUMBER: 513-365

Question 12:

Question 12: Our finances are reviewed and audited by Mudgett, Jennett,& Krogh-Wisner P.C, 141 Main Street, Montpelier, VT 05602

Question 11(a):

Question 11(a):

Question 11(a): : : : We have members who participate in this committee to decide how we spend our PAC funds. The selection is presented to the board for approval. The funds come out of a separate account where these funds are maintained.

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Schedule 13, Row1::Support Staff Subsitute

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Schedule 13, Row1:: substitutes are not eligible to vote

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Schedule 13, Row2::Calendar Year Support Staff

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Schedule 13, Row3::School Year Support Staff

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Schedule 13, Row4::Part Time Support Staff

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Schedule 13, Row5::Part time Professional Staff

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Schedule 13, Row6::Half Time Professional Staff

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Schedule 13, Row7::full time Professional Staff

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Schedule 13, Row8::Professional Staff Substitute

Schedule 13, Row8:Schedule 13, Row8:: Professional Substitutes are not eligible to vote

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Schedule 13, Row9::Members out on a leave or other absences

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Schedule 13, Row9:: Reserve Members are not eligible to vote

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Schedule 13, Row10::Members on a leave or other types of absences

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Schedule 13, Row10:: Reserve membership is not eligible to vote

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Schedule 13, Row11::Professional and Support Staff retired members

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Schedule 13, Row11:: Retired members are not eligible to vote.

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Schedule 13, Row12::Members of staff who maintain a membership during their employment with the association

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Schedule 13, Row12:: Staff who maintain memberships are not eligible to vote.



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