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
From09/01/2023
Through08/31/2024
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 HargrovePRESIDENT71. SIGNED:Rachelle BristolExecutive Director
Date:Nov 25, 2024Telephone Number:207-622-4418Date:Nov 25, 2024Telephone 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/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Feesvariesperyear8479
(b) Working Dues/Feesper
(c) Initiation Feesper
(d) Transfer Feesper
(e) Work Permitsper

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 512-668

ASSETS
ASSETS Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash $4,986,089$5,494,042
23. Accounts Receivable1$272,659$227,096
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $0$0
26. Investments5$744,744$748,671
27. Fixed Assets6$1,061,118$1,071,144
28. Other Assets7$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 Payable8$148,046$200,204
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$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 RECEIPTSSCHAMOUNT
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 Assets3$38,926
44. Loans Obtained9$0
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $3,655,746
47. From Members for Disbursement on Their Behalf $70
48. Other Receipts14$2,139,134
49. TOTAL RECEIPTS $13,735,711
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$3,211,485
51. Political Activities and Lobbying16$642,644
52. Contributions, Gifts, and Grants17$36,156
53. General Overhead18$1,564,614
54. Union Administration19$864,410
55. Benefits20$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 Assets4$188,787
61. Loans Made2$0
62. Repayment of Loans Obtained9$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 61Item 45 Item 69
with Explanation
Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 512-668

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 44Item 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 Payers23,352 
*Agency Fee Payers are not considered members of the labor organization.
Active full time members13,440Yes
Active half time members208Yes
Active quarter time members7Yes
Active full time ESP members4,079Yes
Active half time ESP members236Yes
Active quarter time ESP members15Yes
Reserve members39No
Past president8Yes
Staff members0No
Retired members5,301Yes
Student members19Yes
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
Stipends07/17/2024$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
Commission01/09/2024$11,250
Commission04/10/2024$11,250
Commission07/17/2024$11,250
Commission10/03/2023$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 fee09/30/2023$66,458
Management fee10/31/2023$66,458
Management fee11/30/2023$66,458
Management fee12/31/2023$66,458
Management fee01/31/2024$66,458
Management fee02/29/2024$66,458
Management fee03/31/2024$66,458
Management fee04/30/2024$66,458
Management fee05/31/2024$66,458
Management fee06/30/2024$66,458
Management fee07/31/2024$66,458
Management fee08/31/2024$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 Grant10/03/2023$154,373
NEA Uniserv Grant01/02/2024$154,369
NEA Uniserv Grant03/19/2024$154,369
NEA Uniserv Grant06/25/2024$154,365
NEA ULSP09/20/2023$16,648
NEA ULSP03/19/2024$6,379
NEA ULSP04/16/2024$9,744
NEA ULSP05/24/2024$13,096
NEA ULSP06/20/2024$7,918
NEA ULSP07/17/2024$14,151
NEA NOFA Grant03/19/2024$40,000
NEA NOFA Grant10/30/2023$40,000
NEA SMAG Grant05/14/2024$91,000
NEA YRM Grant02/26/2024$13,667
NEA YRM Grant05/24/2024$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 SHARE02/14/2024$6,591
2QTR STATE SHARE04/30/2024$5,541
3QTR STATE SHARE08/06/2024$5,811
4QTR STATE SHARE11/14/2023$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
Commission09/30/2023$21,533
Commission10/31/2023$21,921
Commission11/30/2023$22,554
Commission12/31/2023$22,354
Commission01/31/2024$22,472
Commission02/29/2024$22,250
Commission03/31/2024$22,879
Commission04/30/2024$22,783
Commission05/31/2024$22,711
Commission06/30/2024$22,698
Commission07/31/2024$22,645
Commission08/31/2024$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 Educator10/25/2023$18,917
Election mailing01/03/2024$7,159
Maine Educator01/22/2024$18,683
Election mailing02/21/2024$9,701
Maine Educator04/17/2024$18,832
Maine Educator08/07/2024$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 presentation07/31/2024$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 event11/15/2023$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 members10/11/2023$6,638
Legal representation for members04/17/2024$5,783
Legal representation for members05/16/2024$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 Production08/07/2024$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 members03/06/2024$7,609
Legal representation for members03/20/2024$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
Contribution04/03/2024$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 dinner12/21/2023$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 members01/11/2024$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/maintenance07/31/2024$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 dues03/06/2024$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 members03/27/2024$6,948
Legal representation for members04/17/2024$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 Muldoon12/08/2023$29,539
NEA Organizing Fellow Grant- J Muldoon03/20/2024$29,539
NEA Organizing Fellow Grant- J Muldoon06/04/2024$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 conference12/21/2023$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 members09/20/2023$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 members04/17/2024$8,304
Legal representation for members06/20/2024$11,712
Legal representation for members08/07/2024$10,966
Legal representation for members08/21/2024$9,500
Legal representation for members11/15/2023$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 conference08/13/2024$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
Dues04/17/2024$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 grant09/07/2023$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 oil09/13/2023$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 fees09/07/2023$6,814
Audit fees11/08/2023$15,301
Audit fees12/08/2023$7,105
Audit fees01/11/2024$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 Testing11/15/2023$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 representation02/21/2024$6,537
Legal representation04/17/2024$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 licensing02/14/2024$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 remediation08/07/2024$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 contract09/13/2023$11,582
HVAC maintenance contract12/13/2023$12,276
HVAC maintenance contract03/13/2024$12,276
HVAC maintenance contract06/12/2024$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 policy09/13/2023$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 policy08/24/2024$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 policy09/13/2023$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
Postage02/28/2024$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 insurance10/18/2023$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 RA07/17/2024$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 RA03/13/2024$5,000
MEA RA06/04/2024$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 insuranceAnthem BC BS$1,071,590
Long term disability, AD&D & Term Life InsuranceHorace Mann Insurance$42,183
NEA Define Benefit - Pension ContributionNational Education Association$1,288,307
Dental InsuranceNortheast Delta Dental$79,053
EAP programNorthern Light Wellbeing LLC$1,723
Retired Health InsuranceTreasurer, State of Maine$2,546
IRS 125 Cafeteria Plan - FSA & HRAGroup Dynamics$84,006
401K Retirement ContributionsJohn Hancock$42,963
Retiree Retirement contributionMaine 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:::::Active full-time members are professional level educational employees and pay full dues.

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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.

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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::::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.

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Schedule 13, Row7::Reserve members do not have the right to vote or hold office.

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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.

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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

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