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
512-668
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)
MAINE EDUCATION ASSOCIATION
8. MAILING ADDRESS (Type or print in capital
letters)
First Name
TAMMY
Last Name
SIMPSON
P.O Box - Building and Room Number
Number and Street
35 COMMUNITY DR
City
AUGUSTA
State
ME
ZIP Code + 4
04330
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:
Jesse Hargrove
PRESIDENT
71. SIGNED:
Rachelle Bristol
Executive Director
Date:
Nov 25, 2024
Telephone
Number:
207-622-4418
Date:
Nov 25, 2024
Telephone
Number:
207-622-4418
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21
FILE NUMBER:
512-668
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?
Yes
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?
$1,400,000
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?
Yes
19. What is the date of the labor
organization's next regular election of officers?
05/2027
20. How many members did the labor organization
have at the end of the reporting period?
23,352
21. What are the labor organization's rates of dues
and fees?
Rates of Dues and Fees
Dues/Fees
Amount
Unit
Minimum
Maximum
(a) Regular Dues/Fees
varies
per
year
8
479
(b) Working Dues/Fees
per
(c) Initiation Fees
per
(d) Transfer Fees
per
(e) Work Permits
per
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS
AND LIABILITIES
FILE NUMBER:
512-668
ASSETS
ASSETS
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash
$4,986,089
$5,494,042
23. Accounts Receivable
1
$272,659
$227,096
24. Loans Receivable
2
$0
$0
25. U.S. Treasury
Securities
$0
$0
26. Investments
5
$744,744
$748,671
27. Fixed Assets
6
$1,061,118
$1,071,144
28. Other Assets
7
$110,467
$75,728
29.
TOTAL ASSETS
$7,175,077
$7,616,681
LIABILITIES
LIABILITIES
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable
8
$148,046
$200,204
31. Loans Payable
9
$0
$0
32. Mortgages Payable
$0
$0
33. Other Liabilities
10
$663,135
$920,751
34. TOTAL
LIABILITIES
$811,181
$1,120,955
35. NET
ASSETS
$6,363,896
$6,495,726
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B -
RECEIPTS AND DISBURSEMENTS
FILE NUMBER:
512-668
CASH
RECEIPTS
SCH
AMOUNT
36. Dues and Agency Fees
$7,725,441
37. Per Capita Tax
$0
38. Fees, Fines,
Assessments, Work Permits
$0
39. Sale of Supplies
$0
40. Interest
$151,970
41. Dividends
$24,424
42. Rents
$0
43. Sale of Investments
and Fixed Assets
3
$38,926
44. Loans Obtained
9
$0
45. Repayments of Loans
Made
2
$0
46. On Behalf of
Affiliates for Transmittal to Them
$3,655,746
47. From Members for
Disbursement on Their Behalf
$70
48. Other Receipts
14
$2,139,134
49. TOTAL RECEIPTS
$13,735,711
CASH DISBURSEMENTS
SCH
AMOUNT
50.
Representational Activities
15
$3,211,485
51.
Political Activities and Lobbying
16
$642,644
52.
Contributions, Gifts, and Grants
17
$36,156
53. General
Overhead
18
$1,564,614
54. Union
Administration
19
$864,410
55. Benefits
20
$2,636,507
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
$188,787
61. Loans
Made
2
$0
62.
Repayment of Loans Obtained
9
$0
63. To
Affiliates of Funds Collected on Their Behalf
$3,648,587
64. On
Behalf of Individual Members
$30,580
65. Direct
Taxes
$405,988
66. Subtotal
$13,229,758
67.
Withholding Taxes and Payroll Deductions
67a. Total
Withheld
$1,482,634
67b. Less Total
Disbursed
$1,480,634
67c.
Total Withheld But Not Disbursed
$2,000
68.
TOTAL DISBURSEMENTS
$13,227,758
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS
RECEIVABLE AGING SCHEDULE
FILE NUMBER:
512-668
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
$191,916
$0
$0
$0
Totals from all other
accounts receivable
$35,180
Totals
(Total of Column (B) will be automatically entered in Item
23, Column(B))
$227,096
$0
$0
$0
MCC
$18,357
AFUM
$39,615
ACSUM
$5,901
UMPSA
$29,256
GEORGE STEVENS ACADEMY
$255
BRISTOL CONSOLIDATED SCHOOL
$515
SANFORD SCHOOL DEPARTMENT
$126
SACO SCHOOL DEPARTMENT
$4,716
THORNTON ACADEMY
$2,373
FRYEBURG ACACDEMY
$1,970
CITY OF PORTLAND
$1,458
SAD 58
$894
RSU 4
$42
SAD 41
$162
BREWER EA
$8,177
ELLSWORTH SCHOOL DEPARTMENT
$2,472
HERMON SCHOOL DEPARTMENT
$108
HERMON SCHOOL DEPARTMENT
$2,381
SAD 4 TA
$2,803
RSU 63
$802
HANCOCK GRAMMAR SCHOOL
$396
LAMOINE CONSOLIDATED SCHOOL
$238
SAVE
$273
MEPERS
$24,894
RSU 21
$522
RSU 21
$4,980
SAD 6 SUPPORT STAFF
$992
REG 11 TA
$795
RSU 5
$3,669
RSU 78
$43
RSU 78
$1,295
RSU 11 NON INSTRUCTIONAL SUPPORT
$358
TOWN OF BROOKSVILLE
$63
TOWN OF BROOKSVILLE
$63
CASTINE SCHOOL DEPARTMENT
$185
CASTINE SCHOOL DEPARTMENT
$185
TOWN OF PENOBSCOT
$132
TOWN OF PENOBSCOT
$132
TOWN OF SURRY
$211
TOWN OF SURRY
$185
TOWN OF BLUE HILL
$711
TOWN OF BLUE HILL
$728
MILLINOCKET SCHOOL DEPARTMENT
$1,460
ALEXANDER SCHOOL DEPARTMENT
$297
MPBN
$1,559
SAD 51
$81
TOWN OF HARMONY
$62
TOWN OF HARMONY
$62
TOWN OF HARMONY
$62
RSU 12
$323
RSU 12
$1,480
GREENBUSH SCHOOL DEPARTMENT
$46
GREENBUSH SCHOOL DEPARTMENT
$92
GREENBUSH SCHOOL DEPARTMENT
$92
GREENBUSH SCHOOL DEPARTMENT
$92
NORTHERN PENOBSCOT TECH
$198
FOXCROFT ACADEMY
$645
PAMELA CLUKEY
$86
MARY KEARNEY
$8
SCARBOROUGH EA
$18,918
SAD 31
$1,145
UNION RIVER VALLEY TA
$37
DEER-ISLE STONINGTON CSD
$752
SAD 7
$986
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS
RECEIVABLE
FILE NUMBER:
512-668
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
$0
$0
$0
$0
$0
Total of all lines
above
$0
$0
$0
$0
$0
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:
512-668
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
$52,022
$41,745
$57,643
$57,643
Stocks
$14,339
$14,339
$33,717
$33,717
Vehicle
$37,683
$27,406
$23,926
$23,926
Less Reinvestments
$18,717
(The
total from Net Sales Line will be automatically entered
in Item 43)
Net Sales
$38,926
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE
OF INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
512-668
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total
of all lines above
$207,504
$207,504
$207,504
Stocks
$18,768
$18,768
$18,768
Vehicles
$40,447
$40,447
$40,447
Equipment
$148,289
$148,289
$148,289
Less Reinvestments
$18,717
(The
total from Net Purchases Line will be automatically
entered in Item 60.)
Net Purchases
$188,787
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 -
INVESTMENTS
FILE NUMBER:
512-668
Description
(A)
Amount
(B)
Marketable Securities
A. Total Cost
$748,671
B. Total Book Value
$748,671
C. List each
marketable security which has a book value over $5,000
and exceeds 5% of Line B.
8,522 shares Vanguard short term inv grade bond
$91,293
11,006 Vanguard short term treasury adm
$119,000
1200 iShares S&P Small Cap
$46,820
790 iShares 1-3 yr Treasury Bond
$67,009
610 Vanguard ST Bond Index
$49,772
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))
$748,671
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED
ASSETS
FILE NUMBER:
512-668
Description
(A)
Cost or Other Basis
(B)
Total Depreciation or
Amount Expensed
(C)
Book Value
(D)
Value
(E)
A.
Land (give location)
Land
1
:
35 Community Drive, Augusta, ME 04330
$24,000
$24,000
$24,000
Land
2
:
1349 Broadway, Bangor, ME 04401
$50,000
$50,000
$50,000
Land
3
:
29 Christopher Toppi Drive, S Portland, ME 04106
$130,000
$130,000
$130,000
B.
Buildings (give location)
Building
1
:
35 Community Drive, Augusta, ME 04330
$1,524,144
$1,088,224
$435,920
$1,157,100
Building
2
:
1349 Broadway, Bangor, ME 04401
$499,503
$359,114
$140,389
$545,800
Building
3
:
29 Christopher Toppi Drive, S Portland, ME 04106
$520,414
$366,368
$154,046
$1,123,700
C. Automobiles
and
Other Vehicles
$73,264
$19,680
$53,584
$53,584
D. Office
Furniture
and Equipment
$550,290
$467,085
$83,205
$83,205
E.
Other Fixed Assets
F. Totals of Lines A through E
(Column(D) Total will be automatically entered in Item
27, Column(B))
$3,371,615
$2,300,471
$1,071,144
$3,167,389
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER
ASSETS
FILE NUMBER:
512-668
Description
(A)
Book Value
(B)
Total
(Total will be automatically entered in Item 28, Column(B))
$75,728
Miscellaneous prepaids
$36,322
Prepaid insurance
$18,964
Art
$5,093
Right of Use Asset
$15,349
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS
PAYABLE AGING SCHEDULE
FILE NUMBER:
512-668
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
$87,387
$0
$0
$0
Total from all other accounts payable
$112,817
$0
$0
$0
Totals
(Total for Column(B) will be automatically entered in Item
30, Column(D))
$200,204
$0
$0
$0
RARE CONSULTATIONS
$7,800
$0
$0
$0
HILTON GARDEN INN
$11,299
$0
$0
$0
HILTON GARDEN INN
$11,028
$0
$0
$0
MEA-RETIRED
$6,218
$0
$0
$0
JOHNSON & WBBERT
$6,856
$0
$0
$0
TROUBH HEISLER
$9,317
$0
$0
$0
TROUBH HEISLER
$7,600
$0
$0
$0
CLOUTIER, CONNELLY & DUFFETT
$6,632
$0
$0
$0
BANGOR SAVINGS BANK VISA
$14,441
$0
$0
$0
MEA- RETIRED
$6,196
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS
PAYABLE
FILE NUMBER:
512-668
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)
n/a
$0
$0
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER
LIABILITIES
FILE NUMBER:
512-668
Description
(A)
Amount at End of Period
(B)
Total Other Liabilities
(Total will be automatically entered in Item 33, Column(D))
$920,751
Accrued expenses
$807,551
Deferred grants revenue
$97,851
Lease Liability
$15,349
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL
OFFICERS AND DISBURSEMENTS TO OFFICERS
FILE NUMBER:
512-668
(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
Leavitt
,
Grace
President P
$160,841
$22,128
$4,438
$187,407
I
Schedule 15
Representational Activities
30
%
Schedule 16
Political Activities and Lobbying
30
%
Schedule 17
Contributions
2
%
Schedule 18
General Overhead
2
%
Schedule 19
Administration
36
%
A
B
C
Hargrove
,
Jesse
Vice President C
$29,461
$7,537
$199
$37,197
I
Schedule 15
Representational Activities
12
%
Schedule 16
Political Activities and Lobbying
12
%
Schedule 17
Contributions
2
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
74
%
A
B
C
French
,
Beth
Treasurer C
$8,811
$8,762
$199
$17,772
I
Schedule 15
Representational Activities
10
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
2
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
78
%
A
B
C
Atwood
,
Evelyn
Board member C
$3,121
$884
$199
$4,204
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
Boyd
,
Dennis
Board member C
$3,121
$705
$136
$3,962
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
Braun
,
Kristen
Board member P
$3,121
$114
$147
$3,382
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
Cole
,
Rebecca
Board member C
$3,121
$146
$199
$3,466
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
Grillo
,
Michael
Board member N
$161
$52
$213
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
Grindall
,
Myrtle
Board member C
$3,121
$348
$199
$3,668
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
Henderson
,
Lisa
Board member C
$3,121
$942
$199
$4,262
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
Jones
,
Christopher
Board member P
$3,121
$201
$147
$3,469
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
Kinsey
,
Pamela
Board member C
$3,121
$4,168
$199
$7,488
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
Koch
,
Hilary
Board member N
$100
$52
$152
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
Leduc
,
Lisa
Board member P
$3,121
$1,728
$147
$4,996
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
Manchester
,
Rebecca
Board member C
$3,121
$288
$199
$3,608
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
McAvoy
,
Cedena
Board member C
$3,121
$1,103
$199
$4,423
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
Thresa
,
Mitchell
Board member C
$3,121
$396
$199
$3,716
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
Murphy
,
Janice
Board member P
$3,121
$199
$3,320
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
Nicholson
,
James
Board member C
$3,121
$360
$171
$3,652
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
Pinkham
,
Valerie
Board member C
$3,121
$755
$199
$4,075
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
Rich
,
Olivia Jaye
Treasurer N
$935
$686
$52
$1,673
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
Szava- Kovats
,
Suzie
Board member P
$3,121
$1,144
$147
$4,412
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
True
,
William
Board member N
$33
$33
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
Walsh
,
Tom
Board member C
$3,121
$398
$201
$3,720
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
Nelson
,
Suzanne
Board member N
$50
$52
$102
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
Willey
,
Kendrah
Board member N
$52
$52
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
$253,105
$0
$53,137
$8,182
$314,424
Less Deductions
$68,402
Net
Disbursements
$246,022
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 -
DISBURSEMENTS TO EMPLOYEES
FILE NUMBER:
512-668
(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
Bechard
,
Giovanna
Communications Director n/a
$87,319
$680
$87,999
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
50
%
Schedule 19
Administration
50
%
A
B
C
Belami
,
Alex
Executive Assistant n/a
$90,531
$4,141
$85
$94,757
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
Berry
,
Shawn
Director of Digital Media n/a
$107,323
$3,334
$110,657
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
50
%
Schedule 19
Administration
50
%
A
B
C
Bracciodieta
,
John
Data & Organizing Directo n/a
$141,620
$2,866
$56
$144,542
I
Schedule 15
Representational Activities
90
%
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
5
%
Schedule 19
Administration
5
%
A
B
C
Bristol
,
Rachelle
Executive Director n/a
$192,390
$22,476
$73
$214,939
I
Schedule 15
Representational Activities
5
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
Schedule 18
General Overhead
75
%
Schedule 19
Administration
10
%
A
B
C
Britting
,
Jennifer
Uniserv Assistant n/a
$63,516
$56
$63,572
I
Schedule 15
Representational Activities
80
%
Schedule 16
Political Activities and Lobbying
15
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
5
%
A
B
C
Burdick
,
Samantha
Communications Director n/a
$59,059
$2,031
$61,090
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
50
%
Schedule 19
Administration
50
%
A
B
C
Chai
,
Jennifer
Uniserv Assistant n/a
$62,145
$722
$62,867
I
Schedule 15
Representational Activities
80
%
Schedule 16
Political Activities and Lobbying
15
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
5
%
A
B
C
Collins
,
Lisa
Uniserv Assistant n/a
$55,433
$842
$87
$56,362
I
Schedule 15
Representational Activities
80
%
Schedule 16
Political Activities and Lobbying
15
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
5
%
A
B
C
Cook
,
Mallory
Training & Profess Devel n/a
$107,318
$5,923
$113,241
I
Schedule 15
Representational Activities
85
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
5
%
A
B
C
Cooper
,
Amanda
Uniserv Director n/a
$103,106
$5,142
$108,248
I
Schedule 15
Representational Activities
80
%
Schedule 16
Political Activities and Lobbying
15
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
5
%
A
B
C
Dzialo
,
Krystyna
Deputy Executive Director n/a
$163,688
$8,134
$85
$171,907
I
Schedule 15
Representational Activities
5
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
Schedule 18
General Overhead
75
%
Schedule 19
Administration
10
%
A
B
C
Feldpausch
,
Anthony
Uniserv Director n/a
$103,138
$9,589
$87
$112,814
I
Schedule 15
Representational Activities
80
%
Schedule 16
Political Activities and Lobbying
15
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
5
%
A
B
C
Fernald
,
Rebecca
Uniserv Director n/a
$12,774
$12,774
I
Schedule 15
Representational Activities
80
%
Schedule 16
Political Activities and Lobbying
15
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
5
%
A
B
C
Fickett
,
Amanda
Uniserv Director n/a
$119,428
$9,272
$128,700
I
Schedule 15
Representational Activities
80
%
Schedule 16
Political Activities and Lobbying
15
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
5
%
A
B
C
Fortier
,
Jessica
Uniserv Assistant n/a
$62,792
$180
$85
$63,057
I
Schedule 15
Representational Activities
80
%
Schedule 16
Political Activities and Lobbying
15
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
5
%
A
B
C
Grant
,
Benjamin
General Counsel n/a
$148,413
$4,736
$153,149
I
Schedule 15
Representational Activities
95
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Hendricks
,
Ellen
Business & Finance Asst n/a
$72,896
$56
$72,952
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
Hogan
,
Catherine
Uniserv Assistant n/a
$71,480
$374
$87
$71,941
I
Schedule 15
Representational Activities
80
%
Schedule 16
Political Activities and Lobbying
15
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
5
%
A
B
C
Hunter
,
Phyllis
Uniserv Director n/a
$115,380
$20,804
$54
$136,238
I
Schedule 15
Representational Activities
80
%
Schedule 16
Political Activities and Lobbying
15
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
5
%
A
B
C
Johnson
,
Madeline
Comm/TPD Asst n/a
$54,317
$240
$54,557
I
Schedule 15
Representational Activities
90
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
5
%
A
B
C
Kosinski
,
John
Govt Relations Director n/a
$140,300
$3,773
$144,073
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
100
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Kowal
,
Anne
Uniserv Director n/a
$111,238
$8,569
$87
$119,894
I
Schedule 15
Representational Activities
80
%
Schedule 16
Political Activities and Lobbying
15
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
5
%
A
B
C
Lennon
,
Kaitlyn
Uniserv Assistant n/a
$54,526
$170
$54,696
I
Schedule 15
Representational Activities
80
%
Schedule 16
Political Activities and Lobbying
15
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
5
%
A
B
C
Libby
,
Lee
Uniserv Director n/a
$140,498
$6,702
$85
$147,285
I
Schedule 15
Representational Activities
80
%
Schedule 16
Political Activities and Lobbying
15
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
5
%
A
B
C
Lytton
,
Allison
Uniserv Director n/a
$107,308
$3,831
$111,139
I
Schedule 15
Representational Activities
80
%
Schedule 16
Political Activities and Lobbying
15
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
5
%
A
B
C
Mahoney
,
Rose
Uniserv Director n/a
$130,229
$8,654
$138,883
I
Schedule 15
Representational Activities
80
%
Schedule 16
Political Activities and Lobbying
15
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
5
%
A
B
C
McGuire
,
Ellen
Business & Finance Asst n/a
$56,860
$88
$73
$57,021
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
Meier
,
Emily
Uniserv Director n/a
$99,448
$5,913
$105,361
I
Schedule 15
Representational Activities
80
%
Schedule 16
Political Activities and Lobbying
15
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
5
%
A
B
C
Nichols
,
Sarah
Uniserv Director n/a
$107,378
$14,232
$85
$121,695
I
Schedule 15
Representational Activities
80
%
Schedule 16
Political Activities and Lobbying
15
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
5
%
A
B
C
Noyes
,
Erin
Executive Assistant n/a
$95,287
$3,225
$172
$98,684
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
Olson
,
Robert
Uniserv Director n/a
$134,953
$3,213
$138,166
I
Schedule 15
Representational Activities
80
%
Schedule 16
Political Activities and Lobbying
15
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
5
%
A
B
C
Pullen
,
Lee
Technical Director n/a
$141,967
$3,303
$87
$145,357
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
Schick
,
Timothy
Uniserv Director n/a
$137,648
$7,341
$85
$145,074
I
Schedule 15
Representational Activities
80
%
Schedule 16
Political Activities and Lobbying
15
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
5
%
A
B
C
Simpson
,
Tammy
Business Manager n/a
$159,862
$1,742
$85
$161,689
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
Statman
,
Melissa
Uniserv Director n/a
$107,329
$22,359
$87
$129,775
I
Schedule 15
Representational Activities
80
%
Schedule 16
Political Activities and Lobbying
15
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
5
%
A
B
C
Storen
,
Janette
Uniserv Assistant n/a
$44,296
$975
$45,271
I
Schedule 15
Representational Activities
80
%
Schedule 16
Political Activities and Lobbying
15
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
5
%
A
B
C
Sturgeon
,
Jo-Lynn
Uniserv Assistant n/a
$65,449
$1,023
$66,472
I
Schedule 15
Representational Activities
80
%
Schedule 16
Political Activities and Lobbying
15
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
5
%
A
B
C
von Glinsky
,
Stephanie
Uniserv Director n/a
$106,761
$3,320
$56
$110,137
I
Schedule 15
Representational Activities
80
%
Schedule 16
Political Activities and Lobbying
15
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
5
%
A
B
C
Walshe
,
Aymie
Uniserv Director n/a
$148,855
$9,248
$158,103
I
Schedule 15
Representational Activities
80
%
Schedule 16
Political Activities and Lobbying
15
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
5
%
A
B
C
Wells
,
Ryker
GR & Data & Org Asst n/a
$56,317
$56,317
I
Schedule 15
Representational Activities
90
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
5
%
TOTALS RECEIVED
BY EMPLOYEES MAKING $10,000 OR LESS
$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
Total
Employee Disbursements
$4,140,575
$0
$209,167
$1,713
$4,351,455
Less
Deductions
$1,414,230
Net Disbursements
$2,937,225
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 -
MEMBERSHIP STATUS
FILE NUMBER:
512-668
Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members
(Total of all lines above)
23,352
Agency Fee Payers*
Total Members/Fee Payers
23,352
*Agency Fee Payers are
not considered members of the labor organization.
Active full time members
13,440
Yes
Active half time members
208
Yes
Active quarter time members
7
Yes
Active full time ESP members
4,079
Yes
Active half time ESP members
236
Yes
Active quarter time ESP members
15
Yes
Reserve members
39
No
Past president
8
Yes
Staff members
0
No
Retired members
5,301
Yes
Student members
19
Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE
- SCHEDULES 14 THROUGH 19
FILE NUMBER:
512-668
SCHEDULE 14 OTHER RECEIPTS
1. Named Payer
Itemized Receipts
$2,026,810
2. Named Payer
Non-itemized Receipts
$29,471
3. All Other Receipts
$82,853
4. Total
Receipts
$2,139,134
SCHEDULE 17 CONTRIBUTIONS,
GIFTS & GRANTS
1. Named Payee
Itemized Disbursements
$20,000
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$4,847
4. To Employees
$0
5. All Other
Disbursements
$11,309
6. Total
Disbursements
$36,156
SCHEDULE 15 REPRESENTATIONAL
ACTIVITIES
1. Named Payee
Itemized Disbursements
$422,032
2. Named Payee
Non-itemized Disbursements
$155,107
3. To Officers
$62,463
4. To Employees
$2,417,783
5. All Other
Disbursements
$154,100
6. Total
Disbursements
$3,211,485
SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee
Itemized Disbursements
$220,011
2. Named Payee
Non-itemized Disbursements
$344,331
3. To Officers
$3,748
4. To Employees
$864,254
5. All Other
Disbursements
$132,270
6. Total
Disbursements
$1,564,614
SCHEDULE 16 POLITICAL
ACTIVITIES AND LOBBYING
1. Named Payee
Itemized Disbursements
$5,628
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$62,463
4. To Employees
$568,561
5. All Other
Disbursements
$5,992
6. Total
Disbursements
$642,644
SCHEDULE 19 UNION
ADMINISTRATION
1. Named Payee
Itemized Disbursements
$109,784
2. Named Payee
Non-itemized Disbursements
$9,592
3. To Officers
$180,903
4. To Employees
$500,861
5. All Other
Disbursements
$63,270
6. Total
Disbursements
$864,410
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER
RECEIPTS
FILE NUMBER:
512-668
Name and Address
(A)
Clyde Russell Scholarship Fund
35 Community Dr Augusta ME 04330
Type or Classification
(B)
501 (c) 3 public charity
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$8,955
Total
Non-Itemized Transactions with this Payee/Payer
$388
Total of All Transactions with this
Payee/Payer for This Schedule
$9,343
Stipends
07/17/2024
$8,955
Name and Address
(A)
Horace Mann Insurance
1 Horace Mann Springfield IL
Type or Classification
(B)
Endorsed member benefits provider
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$44,250
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$44,250
Commission
01/09/2024
$11,250
Commission
04/10/2024
$11,250
Commission
07/17/2024
$11,250
Commission
10/03/2023
$10,500
Name and Address
(A)
MEA Benefits Trust
35 Community Dr Augusta ME 04330
Type or Classification
(B)
VEBA trust for health insurance
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$797,496
Total
Non-Itemized Transactions with this Payee/Payer
$14,771
Total of All Transactions with this
Payee/Payer for This Schedule
$812,267
Management fee
09/30/2023
$66,458
Management fee
10/31/2023
$66,458
Management fee
11/30/2023
$66,458
Management fee
12/31/2023
$66,458
Management fee
01/31/2024
$66,458
Management fee
02/29/2024
$66,458
Management fee
03/31/2024
$66,458
Management fee
04/30/2024
$66,458
Management fee
05/31/2024
$66,458
Management fee
06/30/2024
$66,458
Management fee
07/31/2024
$66,458
Management fee
08/31/2024
$66,458
Name and Address
(A)
National Education Association
1201 16th Street NW Ste Washington DC
Type or Classification
(B)
National affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$883,746
Total
Non-Itemized Transactions with this Payee/Payer
$13,312
Total of All Transactions with this
Payee/Payer for This Schedule
$897,058
NEA Uniserv Grant
10/03/2023
$154,373
NEA Uniserv Grant
01/02/2024
$154,369
NEA Uniserv Grant
03/19/2024
$154,369
NEA Uniserv Grant
06/25/2024
$154,365
NEA ULSP
09/20/2023
$16,648
NEA ULSP
03/19/2024
$6,379
NEA ULSP
04/16/2024
$9,744
NEA ULSP
05/24/2024
$13,096
NEA ULSP
06/20/2024
$7,918
NEA ULSP
07/17/2024
$14,151
NEA NOFA Grant
03/19/2024
$40,000
NEA NOFA Grant
10/30/2023
$40,000
NEA SMAG Grant
05/14/2024
$91,000
NEA YRM Grant
02/26/2024
$13,667
NEA YRM Grant
05/24/2024
$13,667
Name and Address
(A)
NEA Member Benefits
900 Clopper Road Gaithersburg MD 20878
Type or Classification
(B)
National affiliate member benefits
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$22,775
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$22,775
1QTR STATE SHARE
02/14/2024
$6,591
2QTR STATE SHARE
04/30/2024
$5,541
3QTR STATE SHARE
08/06/2024
$5,811
4QTR STATE SHARE
11/14/2023
$4,832
Name and Address
(A)
Northeast Delta Dental PO Box 9366
Manchester NH 03108
Type or Classification
(B)
Endorsed member benefits provider
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$269,588
Total
Non-Itemized Transactions with this Payee/Payer
$1,000
Total of All Transactions with this
Payee/Payer for This Schedule
$270,588
Commission
09/30/2023
$21,533
Commission
10/31/2023
$21,921
Commission
11/30/2023
$22,554
Commission
12/31/2023
$22,354
Commission
01/31/2024
$22,472
Commission
02/29/2024
$22,250
Commission
03/31/2024
$22,879
Commission
04/30/2024
$22,783
Commission
05/31/2024
$22,711
Commission
06/30/2024
$22,698
Commission
07/31/2024
$22,645
Commission
08/31/2024
$22,788
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 -
REPRESENTATIONAL ACTIVITIES
FILE NUMBER:
512-668
Name and Address
(A)
Aiello Law
167 Water Street Hallowell ME 04347
Type or Classification
(B)
Legal counsel
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$8,775
Total of All Transactions with this
Payee/Payer for This Schedule
$8,775
Name and Address
(A)
Albisons Printing
124 Riverside Dr Augusta ME 04330
Type or Classification
(B)
Printers
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$93,013
Total
Non-Itemized Transactions with this Payee/Payer
$319
Total of All Transactions with this
Payee/Payer for This Schedule
$93,332
Maine Educator
10/25/2023
$18,917
Election mailing
01/03/2024
$7,159
Maine Educator
01/22/2024
$18,683
Election mailing
02/21/2024
$9,701
Maine Educator
04/17/2024
$18,832
Maine Educator
08/07/2024
$19,721
Name and Address
(A)
Ascension Worldwide
115 Hilltop Road Silver Spring MD 20910
Type or Classification
(B)
Diversity consultants
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$14,631
Total
Non-Itemized Transactions with this Payee/Payer
$16,050
Total of All Transactions with this
Payee/Payer for This Schedule
$30,681
Board/staff presentation
07/31/2024
$8,631
DEIJ
01/30/2024
$6,000
Name and Address
(A)
Clarion Hotel
1230 Congress Street Portland ME 04102
Type or Classification
(B)
Hotel/Conference venue
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$12,063
Total
Non-Itemized Transactions with this Payee/Payer
$6,389
Total of All Transactions with this
Payee/Payer for This Schedule
$18,452
MEA training event
11/15/2023
$12,063
Name and Address
(A)
Cloutier, Conley & Duffett
465 Congress Street Portland ME 04101
Type or Classification
(B)
Legal counsel
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$23,939
Total
Non-Itemized Transactions with this Payee/Payer
$21,406
Total of All Transactions with this
Payee/Payer for This Schedule
$45,345
Legal representation for members
10/11/2023
$6,638
Legal representation for members
04/17/2024
$5,783
Legal representation for members
05/16/2024
$11,518
Name and Address
(A)
Erikson Communication Group
157 Park Row Suite 102 Brunswick ME 04011
Type or Classification
(B)
Marketing/advertising
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$14,000
Total
Non-Itemized Transactions with this Payee/Payer
$3,500
Total of All Transactions with this
Payee/Payer for This Schedule
$17,500
NEA Media grant - TV Commerical Production
08/07/2024
$14,000
Name and Address
(A)
Gilbert Law Offices PO Box 2339 88 Hammond St,Suite 321 Bangor ME 04402
Type or Classification
(B)
Legal counsel
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$13,635
Total
Non-Itemized Transactions with this Payee/Payer
$17,440
Total of All Transactions with this
Payee/Payer for This Schedule
$31,075
Legal representation for members
03/06/2024
$7,609
Legal representation for members
03/20/2024
$6,026
Name and Address
(A)
Grossman Marketing Group
30 Cobble Hill Rd Somerville MA 02143
Type or Classification
(B)
Marketing/advertising
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$9,334
Total of All Transactions with this
Payee/Payer for This Schedule
$9,334
Name and Address
(A)
Johnson & Webbert LLP
1 Bowdoin Mill Island Topsham ME 04086
Type or Classification
(B)
Legal counsel
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$10,197
Total of All Transactions with this
Payee/Payer for This Schedule
$10,197
Name and Address
(A)
Maine Gun Safety Coalition PO Box 92
Portland ME 04112
Type or Classification
(B)
PAC
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
Contribution
04/03/2024
$5,000
Name and Address
(A)
Maple Hill Farm
11 Inn Road Hallowell ME 04347
Type or Classification
(B)
Meeting venue
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$6,839
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$6,839
Board/staff dinner
12/21/2023
$6,839
Name and Address
(A)
McKee Morgan, LLC, PA
133 State Street Augusta ME 04330
Type or Classification
(B)
Legal counsel
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$6,603
Total
Non-Itemized Transactions with this Payee/Payer
$1,213
Total of All Transactions with this
Payee/Payer for This Schedule
$7,816
Legal representation for members
01/11/2024
$6,603
Name and Address
(A)
Microsearch Corp
101 Western Ave, STE 1 Gloucester MA 01930
Type or Classification
(B)
Database host
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$10,050
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$10,050
Annual host/maintenance
07/31/2024
$10,050
Name and Address
(A)
Murray, Plumb & Murray Po Box 9785 75 Pearl Street Portland ME 04104
Type or Classification
(B)
Legal counsel
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$7,833
Total of All Transactions with this
Payee/Payer for This Schedule
$7,833
Name and Address
(A)
NCSEA
1201 16TH ST NW Washington DC 20036
Type or Classification
(B)
Educator association
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$6,429
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$6,429
Annual dues
03/06/2024
$6,429
Name and Address
(A)
Petruccelli, Martin & Haddow LLP
Two Monument Square Ste 9 Portland ME 04112
Type or Classification
(B)
Legal counsel
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$17,326
Total
Non-Itemized Transactions with this Payee/Payer
$15,187
Total of All Transactions with this
Payee/Payer for This Schedule
$32,513
Legal representation for members
03/27/2024
$6,948
Legal representation for members
04/17/2024
$10,378
Name and Address
(A)
Portland Public Schools
353 Cumberland Ave Portland ME 04101
Type or Classification
(B)
Portland school district
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$118,155
Total
Non-Itemized Transactions with this Payee/Payer
$323
Total of All Transactions with this
Payee/Payer for This Schedule
$118,478
NEA Organizing Fellow Grant- J Muldoon
12/08/2023
$29,539
NEA Organizing Fellow Grant- J Muldoon
03/20/2024
$29,539
NEA Organizing Fellow Grant- J Muldoon
06/04/2024
$59,077
Name and Address
(A)
Seven Tree Solutions LLC PO Box 912
Union ME 04862
Type or Classification
(B)
Legal counsel
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$8,000
Total of All Transactions with this
Payee/Payer for This Schedule
$8,000
Name and Address
(A)
Sodexo, Inc & Affiliates
35 Bedford Street Portland ME 04104
Type or Classification
(B)
Meeting/conference venue
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$8,032
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$8,032
Fall conference
12/21/2023
$8,032
Name and Address
(A)
Solidarity Law
9 Longmeadow Rd Cumberland ME 04401
Type or Classification
(B)
Legal counsel
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$7,716
Total
Non-Itemized Transactions with this Payee/Payer
$8,483
Total of All Transactions with this
Payee/Payer for This Schedule
$16,199
Legal representation for members
09/20/2023
$7,716
Name and Address
(A)
Troubh Heisler LLC PO Box 9711
Portland ME 04401
Type or Classification
(B)
Legal counsel
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$47,948
Total
Non-Itemized Transactions with this Payee/Payer
$16,540
Total of All Transactions with this
Payee/Payer for This Schedule
$64,488
Legal representation for members
04/17/2024
$8,304
Legal representation for members
06/20/2024
$11,712
Legal representation for members
08/07/2024
$10,966
Legal representation for members
08/21/2024
$9,500
Legal representation for members
11/15/2023
$7,466
Name and Address
(A)
University of Southern Maine PO Box 9300
Portland ME 04104
Type or Classification
(B)
Meeting/conference venue
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$16,653
Total
Non-Itemized Transactions with this Payee/Payer
$4,118
Total of All Transactions with this
Payee/Payer for This Schedule
$20,771
MEA summer conference
08/13/2024
$16,653
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 -
POLITICAL ACTIVITIES AND LOBBYING
FILE NUMBER
512-668
Name and Address
(A)
Maine Votes Network
565 Congress St, STE 200 Portland ME 04101
Type or Classification
(B)
PAC
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,628
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$5,628
Dues
04/17/2024
$5,628
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 -
CONTRIBUTIONS, GIFTS & GRANTS
FILE NUMBER:
512-668
Name and Address
(A)
MEA Retired
4 Applewood Ln Camden ME 04843
Type or Classification
(B)
MEA affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$20,000
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$20,000
Clarion grant
09/07/2023
$20,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL
OVERHEAD
FILE NUMBER:
512-668
Name and Address
(A)
ADT Security Services PO Box 371878
Pittsburgh PA 15250
Type or Classification
(B)
Office security
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$7,176
Total of All Transactions with this
Payee/Payer for This Schedule
$7,176
Name and Address
(A)
Augusta Fuel Company
4 Northern Avenue Augusta ME 04330
Type or Classification
(B)
Heating oil
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$9,995
Total
Non-Itemized Transactions with this Payee/Payer
$2,029
Total of All Transactions with this
Payee/Payer for This Schedule
$12,024
Heating oil
09/13/2023
$9,995
Name and Address
(A)
Berry Dunn PO Box 1100
Portland ME 04104
Type or Classification
(B)
CPA firm
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$34,487
Total
Non-Itemized Transactions with this Payee/Payer
$3,545
Total of All Transactions with this
Payee/Payer for This Schedule
$38,032
Audit fees
09/07/2023
$6,814
Audit fees
11/08/2023
$15,301
Audit fees
12/08/2023
$7,105
Audit fees
01/11/2024
$5,267
Name and Address
(A)
Blue Mantis PO Box 844844
Boston MA 02284
Type or Classification
(B)
Software support
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$37,450
Total
Non-Itemized Transactions with this Payee/Payer
$16,734
Total of All Transactions with this
Payee/Payer for This Schedule
$54,184
Arctic Wolf
08/21/2024
$7,990
Pen Testing
11/15/2023
$29,460
Name and Address
(A)
Bob Chapman and Sons
814 Fuller Road Hermon ME 04401
Type or Classification
(B)
Office cleaning
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$8,463
Total of All Transactions with this
Payee/Payer for This Schedule
$8,463
Name and Address
(A)
Bredhoff & Kaiser
805 15TH Street NW Washington DC 20005
Type or Classification
(B)
Legal Counsel
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$14,001
Total
Non-Itemized Transactions with this Payee/Payer
$7,503
Total of All Transactions with this
Payee/Payer for This Schedule
$21,504
Legal representation
02/21/2024
$6,537
Legal representation
04/17/2024
$7,464
Name and Address
(A)
CDW Direct PO Box 75723
Chicago IL 60675
Type or Classification
(B)
Computer software/supplies
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$16,253
Total
Non-Itemized Transactions with this Payee/Payer
$6,216
Total of All Transactions with this
Payee/Payer for This Schedule
$22,469
Software licensing
02/14/2024
$16,253
Name and Address
(A)
Central Maine Power PO Box 847810
Boston MA 02284
Type or Classification
(B)
Utility
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$34,623
Total of All Transactions with this
Payee/Payer for This Schedule
$34,623
Name and Address
(A)
Clean Edge
37 Laura Lane Gorham ME 04038
Type or Classification
(B)
Office cleaning
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$10,032
Total of All Transactions with this
Payee/Payer for This Schedule
$10,032
Name and Address
(A)
Compass Home Improvement
202 Mud Hill Road Augusta ME 04330
Type or Classification
(B)
Contractors
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$6,345
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$6,345
SOPO insulation remediation
08/07/2024
$6,345
Name and Address
(A)
Consolidated Communications PO Box 70347
Philadelphia PA 19176
Type or Classification
(B)
Utility
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$12,619
Total of All Transactions with this
Payee/Payer for This Schedule
$12,619
Name and Address
(A)
Desuilt Consulting
580 Newburgh Road Hermon ME 04401
Type or Classification
(B)
Groundskeeping
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,220
Total of All Transactions with this
Payee/Payer for This Schedule
$5,220
Name and Address
(A)
DLS Cleaning PO Box 129
Topsham ME 04086
Type or Classification
(B)
Office cleaning
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$17,508
Total of All Transactions with this
Payee/Payer for This Schedule
$17,508
Name and Address
(A)
First Protection Security PO Box 7209
Scarborough ME 04070
Type or Classification
(B)
Office security
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$8,212
Total of All Transactions with this
Payee/Payer for This Schedule
$8,212
Name and Address
(A)
Greencare Landscape Management PO Box 685
Scarborough ME 04070
Type or Classification
(B)
Groundskeeping
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$12,618
Total of All Transactions with this
Payee/Payer for This Schedule
$12,618
Name and Address
(A)
Honeywell International Inc
12490 Collections Center Chicago IL 60693
Type or Classification
(B)
HVAC services
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$48,410
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$48,410
HVAC maintenance contract
09/13/2023
$11,582
HVAC maintenance contract
12/13/2023
$12,276
HVAC maintenance contract
03/13/2024
$12,276
HVAC maintenance contract
06/12/2024
$12,276
Name and Address
(A)
JD Groundscapes PO Box 2051
Augusta ME 04330
Type or Classification
(B)
Groundskeeping
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$12,825
Total of All Transactions with this
Payee/Payer for This Schedule
$12,825
Name and Address
(A)
Manpower
70 Center St Portland ME 04101
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
$13,572
Total of All Transactions with this
Payee/Payer for This Schedule
$13,572
Name and Address
(A)
MEMIC PO Box 6900
Lewiston ME 04243
Type or Classification
(B)
Insurance company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$14,160
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$14,160
Workers comp policy
09/13/2023
$14,160
Name and Address
(A)
Modern Pest Services LLC
100 Pleasant Street Brunswick ME 04011
Type or Classification
(B)
Pest control
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,250
Total of All Transactions with this
Payee/Payer for This Schedule
$5,250
Name and Address
(A)
National Education Association
1201 16th St NW Washington DC 20036
Type or Classification
(B)
National affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$7,170
Total of All Transactions with this
Payee/Payer for This Schedule
$7,170
Name and Address
(A)
Old Port Advisors
130 Middle Street Portland ME 04101
Type or Classification
(B)
Investment advisors
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$7,858
Total of All Transactions with this
Payee/Payer for This Schedule
$7,858
Name and Address
(A)
Patriot Insurance PO Box 88762
Chicago IL 60680
Type or Classification
(B)
Insurance company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$18,881
Total
Non-Itemized Transactions with this Payee/Payer
$232
Total of All Transactions with this
Payee/Payer for This Schedule
$19,113
Auto/commercial policy
08/24/2024
$18,881
Name and Address
(A)
Philadelphia Insurance Companies PO Box 70251
Philadelphia PA 19176
Type or Classification
(B)
Insurance company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$6,020
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$6,020
Fiduciary Liability & EPLI policy
09/13/2023
$6,020
Name and Address
(A)
Philip St Peter PO Box 1036
Caribou ME 04736
Type or Classification
(B)
Office rental for Caribou
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,500
Total of All Transactions with this
Payee/Payer for This Schedule
$5,500
Name and Address
(A)
Pitney Bowes Global Financial Services PO Box 371887
Pittsburgh PA 15250
Type or Classification
(B)
Postal services
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$8,299
Total
Non-Itemized Transactions with this Payee/Payer
$13,049
Total of All Transactions with this
Payee/Payer for This Schedule
$21,348
Postage
02/28/2024
$8,299
Name and Address
(A)
Raymond James and Associates PO Box 23641
St Petersburg FL 33742
Type or Classification
(B)
Investment advisors
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,759
Total of All Transactions with this
Payee/Payer for This Schedule
$5,759
Name and Address
(A)
Reserve Account PO Box 223648
Pittsburgh PA 15250
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
$9,900
Total of All Transactions with this
Payee/Payer for This Schedule
$9,900
Name and Address
(A)
Ring Central PO Box 734232
Dallas TX 75373
Type or Classification
(B)
Utility
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$22,281
Total of All Transactions with this
Payee/Payer for This Schedule
$22,281
Name and Address
(A)
Serv Pro
7 Townsend Road Augusta ME 04330
Type or Classification
(B)
Office remediation
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$7,555
Total of All Transactions with this
Payee/Payer for This Schedule
$7,555
Name and Address
(A)
Spectrum Business PO Box 11826
Newark NJ 07010
Type or Classification
(B)
Internet provider
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$6,279
Total of All Transactions with this
Payee/Payer for This Schedule
$6,279
Name and Address
(A)
Staples PO Box 70295
Philadelphia PA 19176
Type or Classification
(B)
Office supplies
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$15,121
Total of All Transactions with this
Payee/Payer for This Schedule
$15,121
Name and Address
(A)
Summit Natural Gas of Maine PO Box 77207
Minneapolis MN 55480
Type or Classification
(B)
Utility
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$12,748
Total of All Transactions with this
Payee/Payer for This Schedule
$12,748
Name and Address
(A)
Transco
101 Perimeter Road Nashua NH 03063
Type or Classification
(B)
Office equipment
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$19,182
Total of All Transactions with this
Payee/Payer for This Schedule
$19,182
Name and Address
(A)
Travelers Insurance PO Box 6603217
Dallas TX 75266
Type or Classification
(B)
Insurance company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,710
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$5,710
Liability insurance
10/18/2023
$5,710
Name and Address
(A)
Vanguard PO Box 28067
New York NY 10087
Type or Classification
(B)
Investment advisors
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$6,214
Total of All Transactions with this
Payee/Payer for This Schedule
$6,214
Name and Address
(A)
Verizon PO Box 15062
Albany NY 12211
Type or Classification
(B)
Utility
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,925
Total of All Transactions with this
Payee/Payer for This Schedule
$5,925
Name and Address
(A)
Versant Power PO Box 16044
Lewiston ME 04243
Type or Classification
(B)
Utility
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$15,413
Total of All Transactions with this
Payee/Payer for This Schedule
$15,413
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION
ADMINISTRATION
FILE NUMBER:
512-668
Name and Address
(A)
Kimpton Hotel Monaco
433 Chestnut Street Philadelphia PA 19106
Type or Classification
(B)
Hotel/conference venue
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$39,146
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$39,146
NEA RA
07/17/2024
$39,146
Name and Address
(A)
Maine Evergreen Hotel
65 Whitten Road Augusta ME 04330
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
$9,592
Total of All Transactions with this
Payee/Payer for This Schedule
$9,592
Name and Address
(A)
Portland Sheraton at Sable Oaks
200 Sable Oaks Dr S Portland ME 04106
Type or Classification
(B)
Hotel/conference venue
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$70,638
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$70,638
MEA RA
03/13/2024
$5,000
MEA RA
06/04/2024
$65,638
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 -
BENEFITS
FILE NUMBER:
512-668
Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all
lines above (Total will be automatically entered in Item
55.)
$2,636,507
Health insurance
Anthem BC BS
$1,071,590
Long term disability, AD&D & Term Life Insurance
Horace Mann Insurance
$42,183
NEA Define Benefit - Pension Contribution
National Education Association
$1,288,307
Dental Insurance
Northeast Delta Dental
$79,053
EAP program
Northern Light Wellbeing LLC
$1,723
Retired Health Insurance
Treasurer, State of Maine
$2,546
IRS 125 Cafeteria Plan - FSA & HRA
Group Dynamics
$84,006
401K Retirement Contributions
John Hancock
$42,963
Retiree Retirement contribution
Maine Public Employees Retirement
$24,136
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL
INFORMATION SUMMARY
FILE NUMBER:
512-668
Item 71 Title: Our treasurer is a full-time teacher and is not available to sign this form in a timely fashion. Our Executive Director signs off on it every year.
Question 10: 1- MEA Benefits Trust, EIN 01-0479776, 35 Community Dr., Augusta, ME 04330 is a 501(c)9 VEBA that owns the health insurance plan under which most educators in Maine are covered. The MEA appoints the trustees. The trust files a 5500 report annually with the Employee Benefits Security Administration and a form
990 with the IRS. No contribution was made by the MEA to the operation of this trust.
2- Clyde Russell Scholarship Fund, EIN 22-2535972, PO Box 2457, Augusta, ME 04338 is a 501(c)3 public charity that grants scholarships to citizens of
Maine. MEA appoints the trustees. The fund files a form 990 with the IRS. No contributions are made by the MEA to the operation of this fund.
Question 11(a): : MEA Fund in Support of Public Education, 35 Community Dr, Augusta, ME 04330 is a separate, segregated PAC fund which receives, controls, and disburses voluntary contributions from members to state and local level pro-education candidates and is governed by all the Board of Director Members, who are elected by the general membership. No contribution is made by the MEA to operate this committee, although member contributions made in conjunction with the payroll deduction of dues are passed through to this committee by the MEA. The committee files electronic Campaign and Finance reports at least quarterly and more
frequently during election cycles with the State of Maine Commission on Governmental Ethics and Election Practices under PAC 527
Question 18: Changes to the Constitution and Bylaws are adopted at the annual meeting of the MEA Representative Assembly held each year in May. An electronic copy of the most recent iteration of these documents is attached
Question 12: The annual audit is performed by Wipfli, 1 Market Square, Augusta ME 04330.
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Schedule 13, Row1:
Schedule 13, Row1:::::Active full-time members are professional level educational employees and pay full dues.
Schedule 13, Row1:
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Schedule 13, Row2:Schedule 13, Row2:::::Active half time members are professional level educational employees who are employed 50% or less than a regular schedule and pay half active full-time dues.
Schedule 13, Row2:
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Schedule 13, Row3:Schedule 13, Row3:::::Active quarter time members are professional level educational employees who are employed 25% or less than a regular schedule and pay quarter active full-time dues.
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Schedule 13, Row4:::::Active ESP full time members are support level educational employees and pay half active full-time dues
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Schedule 13, Row10::::Retired members are members who have retired from the education profession and still wish to actively support the goals and objectives of their professional association. Retired members pay $30 annual dues.
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Schedule 13, Row5:::::Active ESP half time members are support level educational employees and pay half of active ESP full-time dues
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Schedule 13, Row6:::::Active ESP quarter time members are support level educational employees and pay a quarter of active ESP full-time dues
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Schedule 13, Row7:
Schedule 13, Row7::::Reserve members are active professional or ESP members either on leave for 6 months or are no longer employed in a position that qualifies them for either type of active membership. Reserve members pay 25% of active full-time dues. Reserve members do not have the right to vote or hold office.
Schedule 13, Row7:
Schedule 13, Row7::Reserve members do not have the right to vote or hold office.
Schedule 13, Row8:
Schedule 13, Row8::::Past presidents are former MEA presidents who enjoy all the rights and privileges of active members but do not pay dues
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Schedule 13, Row9::::Staff members are not permitted to vote or hold office.
Schedule 13, Row11:
Schedule 13, Row11::::Student members are individuals who have never been employed in education and are enrolled in or preparing for a program of studying in an accredited institution of higher learning that qualifies them for a career in education. Student members pay $8 annually