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
530-351
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
TEACHERS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
STATE ASSOCIATION
 6. DESIGNATION NBR
8024
7. UNIT NAME (if any)
MONTANA FEDERATION OF PUBLIC EMPLOYEES (MFPE)
8. MAILING ADDRESS (Type or print in capital letters)
First Name
AMANDA
 Last Name
CURTIS
P.O Box - Building and Room Number

Number and Street
1232 EAST 6TH AVENUE
City
HELENA
State
MT		 ZIP Code + 4
59601


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:Amanda CurtisPRESIDENT71. SIGNED:Erik BurkeTREASURER
Date:Nov 29, 2024Telephone Number:406-442-4250Date:Nov 29, 2024Telephone Number:406-442-4250
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 530-351
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?Yes
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?Yes
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?04/2025
20. How many members did the labor organization have at the end of the reporting period?19,204
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees402peryear80402
(b) Working Dues/FeesN/AperN/AN/AN/A
(c) Initiation FeesN/AperN/AN/AN/A
(d) Transfer FeesN/AperN/AN/AN/A
(e) Work PermitsN/AperN/AN/AN/A

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 530-351

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $2,376,769$1,596,382
23. Accounts Receivable1$279,970$457,938
24. Loans Receivable2$100,360$89,090
25. U.S. Treasury Securities $0$0
26. Investments5$5,385,119$7,089,811
27. Fixed Assets6$486,816$480,651
28. Other Assets7$21,508$30,154
29. TOTAL ASSETS $8,650,542$9,744,026

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$150,292$175,935
31. Loans Payable9$0
32. Mortgages Payable $0$0
33. Other Liabilities10$959,208$1,077,201
34. TOTAL LIABILITIES $1,109,500$1,253,136
35. NET ASSETS$7,541,042$8,490,890
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 530-351

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $3,189,014
37. Per Capita Tax $1,879,381
38. Fees, Fines, Assessments, Work Permits $142,571
39. Sale of Supplies $0
40. Interest $20,288
41. Dividends $196,219
42. Rents $0
43. Sale of Investments and Fixed Assets3$136,713
44. Loans Obtained9
45. Repayments of Loans Made2$11,270
46. On Behalf of Affiliates for Transmittal to Them $16,614
47. From Members for Disbursement on Their Behalf $1,962,780
48. Other Receipts14$3,575,426
49. TOTAL RECEIPTS $11,130,276
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$2,942,989
51. Political Activities and Lobbying16$413,069
52. Contributions, Gifts, and Grants17$388,254
53. General Overhead18$288,220
54. Union Administration19$1,061,598
55. Benefits20$2,263,864
56. Per Capita Tax $3,440,928
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $2,187
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$1,054,619
61. Loans Made2$0
62. Repayment of Loans Obtained9
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $44,699
65. Direct Taxes $10,236
  
66. Subtotal $11,910,663
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$123,755  
  67b. Less Total Disbursed$123,755  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $11,910,663
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 530-351

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$42,572$26,251$0$0
Totals from all other accounts receivable$415,366$1,017$0$0
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $457,938$27,268$0$0
American Federation of Teachers$42,572$26,251$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 530-351

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A) 		Loans
Outstanding at
Start of Period
(B) 		Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1) 		Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not listed above     
Total of all lines above$100,360$0$11,270$0$89,090
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Name: Billings Education Association
Purpose: Real Property Purch
Security: Second Mortgage
Terms of Repayment: 5.500%
$100,360$0$11,270$0$89,090
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 530-351

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$158,935$127,163$136,713$136,713
Automobiles$25,259$0$9,500$9,500
Computer Equipment$1,300$0$0$0
Furniture$3,468$0$50$50
Equipment$1,745$0$0$0
Sale of Investments$127,163$127,163$127,163$127,163
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$136,713
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 530-351

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$1,054,619$1,050,860$1,054,619
Computer Equipment$1,541$1,413$1,541
Furniture$4,431$4,009$4,431
Leasehold Improvements$65,660$62,451$65,660
Purchase of Investments$982,987$982,987$982,987
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$1,054,619
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 530-351

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost$6,056,227
B. Total Book Value$7,075,792
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • IShares Core US Aggregate Bond ETF
$1,657,450
  • IShares Core MSCI Total Intl Stock ETF
$594,099
  • SPDR Portfolio Intermediate Term Corp Bond ETF
$599,813
  • Vanguard Growth ETF
$657,260
  • Vanguard Value ETF
$776,810
  • Vanguard Federal Money Market Investors
$781,218
Other Investments 
D. Total Cost$14,000
E. Total Book Value$14,019
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.  
  • Certificate of Deposit - BMO Bank
$10,019
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $7,089,811
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 530-351

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      1232 E. 6th Ave., Helena, MT 59601$6,764 $6,764$107,247
B. Buildings (give location)    
Building  1 :      1232 E. 6th Ave., Helena, MT 59601$997,299$690,320$306,979$569,153
C. Automobiles and Other Vehicles$468,659$449,816$18,843$18,843
D. Office Furniture and Equipment$254,406$231,148$23,258$23,258
E. Other Fixed Assets$146,912$22,105$124,807$124,807
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,874,040$1,393,389$480,651$843,308
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 530-351

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $30,154
Prepaid Expenses$30,154
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 530-351

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$136,782$0$0$0
Total from all other accounts payable$39,153$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $175,935$0$0$0
American Federation of Teachers$106,337$0$0$0
A Better Big Sky$25,000$0$0$0
National Education Associate$5,445$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 530-351

Source of Loans Payable at Any
Time During the Reporting Period
(A) 		Loans Owed at
Start of Period
(B) 		Loans Obtained
During Period
(C) 		Repayment
During Period
Cash
(D)(1) 		Repayment
During Period
Other Than Cash
(D)(2) 		Loans Owed at
End of Period
(E)
Total Loans Payable$0$0$0$0$0
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 530-351

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $1,077,201
Accrued Salaries$76,644
Payroll Taxes and Benefits$5,425
Deferred Revenue$135,510
Accrued Compensated Absences$812,733
Funds Held for Members$46,889
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 530-351

(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 		Curtis ,  Amanda  
President
C		$121,149$3,625$124,774
I
Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		45 %
A
B
C 		Matthews ,  Eric  
1st Vice President
C		$1,615$7,900$9,515
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 		Wheat ,  Michelle  
2nd Vice President
C		$1,615$2,135$3,750
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Wilder ,  Omega  
Treasurer
C		$1,615$10,599$12,214
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 		Ballou ,  KaCee  
NEA Director
C		$1,615$3,589$5,204
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 		Rider ,  Lynne  
District 1 Chair
C		$3,057$3,057
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 		Kolczak ,  Christine  
District 2 Chair
C		$2,186$2,186
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 		Crapster ,  Kyle  
District 1 Vice Chair
N		$905$905
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 		Kenison ,  Mike  
District 3 Chair
C		$2,348$2,348
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 		Cohenour ,  Jill  
District 2 Vice Chair
C		$1,477$1,477
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 		Rutherford ,  Kathy  
District 4 Chair
C		$951$951
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 		Croghan ,  Rebecca  
Distrct 4 Vice Chair
N		$888$888
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 		Seiffert ,  Mark  
District 6 Chair
C		$4,022$4,022
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 		Dias ,  Eden  
District 1 Vice Chair
C		$2,253$2,253
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 		Cubbage ,  Tom  
District 5 Chair
C		$2,923$2,923
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 		Shaffer ,  Lissy  
District 5 Vice Chair
C		$0$3,766$3,766
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 		Brandon ,  Luke  
District 6 Vice Chair
N		$2,945$2,945
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 		Enebo ,  Laurie  
District 7 Chair
C		$3,530$3,530
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 		Johnson ,  Jim  
District 7 Vice Chair
C		$5,255$5,255
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 		Clark ,  Karla  
District 8 Chair
C		$1,572$1,572
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 		Blair ,  Bryan  
District 8 Vice Chair
C		$2,884$2,884
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 		Robison ,  Doug  
District 9 Chair
C		$1,439$1,439
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 		Cosby ,  Katie  
District 9 Vice Chair
C		$1,767$1,767
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 		Funk ,  Moffie  
District 10 Chair
C		$583$583
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 		Cohenour ,  Joe  
District 10 Vice Chair
C		$344$344
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 		Postma ,  Britten  
District 2 Vice Chair
P		$2,602$2,602
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 		Campbell ,  Colette  
District 4 Vice Chair
P		$1,879$1,879
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$127,609$0$77,424$0$205,033
Less Deductions     
Net Disbursements    $205,033
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 530-351

(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 		Bulmahn ,  Alexander  
Field Consultant
N/A		$95,801$2,438$98,239
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Legg ,  Amy  
Administrative Assistant
N/A		$58,160$2,330$60,490
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Kratz ,  Anna  
Membership Specialist
N/A		$47,820$755$48,575
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 		Shearer ,  Ava  
S.A. Political Organizer
N/A		$36,063$531$36,594
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 		Thomas ,  Becky  
Administrative Assistant
N/A		$71,201$188$71,389
I
Schedule 15
Representational Activities 		3 % Schedule 16
Political Activities and Lobbying 		42 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		55 %
A
B
C 		Novak ,  Catherine  
Chief Financial Officer
N/A		$132,180$7,094$139,274
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 		Sundly ,  Christine  
Field Consultant
N/A		$95,801$1,876$97,677
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Scoltock ,  Connor  
Project Organizer
N/A		$47,519$5,817$53,336
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Nisbet ,  Daryn  
Membership Specialist
N/A		$71,395$1,603$72,998
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 		Graveley ,  Donna  
Management Assistant
N/A		$72,332$3,130$75,462
I
Schedule 15
Representational Activities 		43 % Schedule 16
Political Activities and Lobbying 		20 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		37 %
A
B
C 		Burke ,  Erik  
Executive Director
N/A		$150,469$20,546$171,015
I
Schedule 15
Representational Activities 		35 % Schedule 16
Political Activities and Lobbying 		20 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		45 %
A
B
C 		Miles ,  Jakob  
Project Organizer
N/A		$28,738$858$29,596
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Wood ,  Jami  
Administrative Assistant
N/A		$74,804$2,318$77,122
I
Schedule 15
Representational Activities 		53 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		17 %
A
B
C 		Greenfield ,  Jeffrey  
Field Consultant
N/A		$126,615$2,267$128,882
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Cowee ,  Jeffrey  
Field Consultant
N/A		$121,585$1,733$123,318
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Fuller ,  Jennifer  
Administrative Assistant
N/A		$46,064$975$47,039
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Weigand ,  Jennifer  
Field Consultant
N/A		$100,690$5,203$105,893
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Dompier ,  Joseph  
Field Consultant
N/A		$106,392$3,538$109,930
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Treib ,  Katie  
Administrative Assistant
N/A		$67,564$67,564
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Nielsen ,  Larry  
Field Consultant
N/A		$129,147$1,626$130,773
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Copeland ,  Maggie  
Field Consultant
N/A		$131,680$17,073$148,753
I
Schedule 15
Representational Activities 		97 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Riitano ,  Mary  
Administrative Assistant
N/A		$71,228$802$72,030
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Wolstein ,  Megan  
Field Consultant
N/A		$45,411$20,956$66,367
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Charlson ,  Melanie  
Field Consultant
N/A		$106,392$2,523$108,915
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Smith ,  Morgan  
Organizing Director
N/A		$126,615$1,645$128,260
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		25 %
A
B
C 		Nyman ,  Quinton  
Deputy Executive Director
N/A		$128,177$5,729$133,906
I
Schedule 15
Representational Activities 		70 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		20 %
A
B
C 		Schillreff ,  Rachel  
Field Consultant
N/A		$95,801$4,450$100,251
I
Schedule 15
Representational Activities 		94 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Howe ,  Robert  
Field Consultant
N/A		$106,392$1,823$108,215
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Harrington ,  Samantha  
Project Organizer
N/A		$60,176$4,621$64,797
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Telling ,  Samuel  
Communications Director
N/A		$85,709$2,073$87,782
I
Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		45 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		30 %
A
B
C 		Reichelt ,  Shauna  
Administrative Assistant
N/A		$67,986$1,358$69,344
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Schwalk ,  Shelli  
Field Consultant
N/A		$106,392$1,908$108,300
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Wilkins ,  Susan  
Membership Specialist II
N/A		$72,361$3,903$76,264
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 		Harris ,  Tammy  
Field Consultant
N/A		$126,615$31,809$158,424
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Burgess ,  Thomas  
Field Consultant
N/A		$131,660$131,660
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Hawkaluk ,  Justin  
Field Consultant
N/A		$47,691$47,691
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Losing ,  Hunter  
Political Director
N/A		$33,845$33,845
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		85 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		10 %
A
B
C 		Popham ,  Kimberly  
Political Policy/Research
N/A		$56,922$56,922
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$65,649$10,543$76,192
I Schedule 15
Representational Activities 		92 % Schedule 16
Political Activities and Lobbying 		7 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		1 %
Total Employee Disbursements$3,347,042$0$176,042$0$3,523,084
Less Deductions     
Net Disbursements    $3,523,084
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 530-351

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 19,204 
Agency Fee Payers*1
Total Members/Fee Payers19,205 
*Agency Fee Payers are not considered members of the labor organization.
Active17,464Yes
Retired1,501Yes
Student203Yes
Staff33No
Substitute3No
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 530-351

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$1,434,897
2. Named Payer Non-itemized Receipts$62,281
3. All Other Receipts$2,078,248
4. Total Receipts$3,575,426
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$359,702
2. Named Payee Non-itemized Disbursements$21,031
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$7,521
6. Total Disbursements$388,254
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$123,772
2. Named Payee Non-itemized Disbursements$74,898
3. To Officers$31,194
4. To Employees$2,616,114
5. All Other Disbursements$97,011
6. Total Disbursements$2,942,989
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$32,595
2. Named Payee Non-itemized Disbursements$165,608
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$90,017
6. Total Disbursements$288,220
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$104,221
2. Named Payee Non-itemized Disbursements$12,600
3. To Officers$37,432
4. To Employees$238,328
5. All Other Disbursements$20,488
6. Total Disbursements$413,069
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$104,082
2. Named Payee Non-itemized Disbursements$49,605
3. To Officers$136,407
4. To Employees$668,644
5. All Other Disbursements$102,860
6. Total Disbursements$1,061,598
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 530-351

Name and Address
(A)
American Federation of Teachers

555 New Jersey Ave NW
Washington
DC
20001
Type or Classification
(B)
National Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$323,780
Total Non-Itemized Transactions with this Payee/Payer$37,608
Total of All Transactions with this Payee/Payer for This Schedule$361,388
Direct Assistance09/07/2023$9,930
Direct Assistance09/12/2023$40,284
Direct Assistance10/10/2023$7,788
Direct Assistance10/27/2023$8,584
Direct Assistance11/17/2023$9,575
Direct Assistance11/28/2023$9,304
Direct Assistance01/04/2024$8,584
Direct Assistance01/18/2024$8,171
Direct Assistance03/19/2024$10,680
Direct Assistance04/08/2024$14,643
Direct Assistance04/22/2024$7,472
Direct Assistance04/26/2024$5,321
Direct Assistance05/23/2024$5,120
Direct Assistance06/27/2024$5,120
Direct Assistance07/29/2024$12,000
Direct Assistance08/01/2024$148,400
Direct Assistance07/31/2024$5,175
Direct Assistance08/30/2024$7,629
Name and Address
(A)
National Education Association

1201 16th St NW
Washington
DC
Type or Classification
(B)
National Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$1,111,117
Total Non-Itemized Transactions with this Payee/Payer$24,673
Total of All Transactions with this Payee/Payer for This Schedule$1,135,790
Direct Assistance09/07/2023$11,507
Direct Assistance09/25/2023$11,016
Direct Assistance10/05/2023$205,830
Direct Assistance11/29/2023$6,650
Direct Assistance01/05/2024$218,992
Direct Assistance03/20/2024$73,048
Direct Assistance03/28/2024$211,727
Direct Assistance05/02/2024$22,765
Direct Assistance05/24/2024$42,632
Direct Assistance06/27/2024$224,077
Direct Assistance08/15/2024$49,016
Direct Assistance08/23/2024$33,857
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 530-351

Name and Address
(A)
Copper King Hotel & Convention Center

4655 Harrison Ave
Butte
MT
59701
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,906
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$12,906
Organization Training07/26/2024$12,906
Name and Address
(A)
Cornel Pewewardy

2930 N. Shartel Ave. #139
Oklahoma City
OK
73103
Type or Classification
(B)
Individual
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,000
Book Tour10/06/2023$7,000
Name and Address
(A)
GRAYBILL LAW FIRM, P.C.

300 4th St N
Great Falls
MT
59401
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$1,175
Total of All Transactions with this Payee/Payer for This Schedule$1,175
Name and Address
(A)
James Q. Brennwald
180277

Chicago
IL
60618
Type or Classification
(B)
Attorney, Arbitrator, Mediator
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,469
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,469
Litigation Costs05/31/2024$7,469
Name and Address
(A)
K & J Convention Services
5234

Helena
MT
59604
Type or Classification
(B)
Exhibit and Convention Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,312
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$9,312
Educator Conference12/08/2023$9,312
Name and Address
(A)
McConnell Law Offices, PLLC

721 Howell St
Missoula
MT
59802
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$33,837
Total Non-Itemized Transactions with this Payee/Payer$41,699
Total of All Transactions with this Payee/Payer for This Schedule$75,536
Legal Services02/02/2024$10,671
Legal Services03/15/2024$8,963
Legal Services04/04/2024$6,886
Legal Services05/10/2024$7,317
Name and Address
(A)
McDonald Law Firm, LLC

1714 Forest Meadow Court
Billings
MT
59102
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$32,807
Total Non-Itemized Transactions with this Payee/Payer$19,394
Total of All Transactions with this Payee/Payer for This Schedule$52,201
Legal Services04/04/2024$11,520
Legal Services05/03/2024$12,370
Legal Services08/12/2024$8,917
Name and Address
(A)
Molloy Law Firm

2601 Broadway
Helena
MT
59601
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$5,282
Total of All Transactions with this Payee/Payer for This Schedule$5,282
Name and Address
(A)
Montana Council of Teachers of Mathematics
610

Troy
MT
59935
Type or Classification
(B)
Education Curriculum Group
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,827
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,827
Educator Conference01/11/2024$5,827
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$14,515
Total Non-Itemized Transactions with this Payee/Payer$2,562
Total of All Transactions with this Payee/Payer for This Schedule$17,077
Bargaining Agreement Premium10/31/2023$14,515
Name and Address
(A)
The Billings Times

2919 Montana Ave
Billings
MT
59101
Type or Classification
(B)
Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$99
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$99
Newsletter Printing02/09/2024$99
Name and Address
(A)
WNA Services Co.

319 East 5th Street
Des Moines
IA
50309
Type or Classification
(B)
News Clipping Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$3,398
Total of All Transactions with this Payee/Payer for This Schedule$3,398
Name and Address
(A)
Zupanic Law PLLC
1982

Helena
MT
59624
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$1,388
Total of All Transactions with this Payee/Payer for This Schedule$1,388
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 530-351

Name and Address
(A)
Battleaxe Strategies LLC

1405 Florida Ave NW
Washington
DC
20009
Type or Classification
(B)
Digital Agency
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$45,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$45,500
External Political Issue Advocacy05/03/2024$45,500
Name and Address
(A)
Cerillion N4 Partners

1326 5th Ave. Ste. 334
Seattle
WA
98101
Type or Classification
(B)
Consulting Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$36,810
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$36,810
External Political Issue Advocacy05/03/2024$18,386
Special Member Communication05/31/2024$18,424
Name and Address
(A)
Mailing Technical Services, Inc.
1753

Billings
MT
59103
Type or Classification
(B)
Mailing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,750
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,750
Special Member Communications01/25/2024$8,750
Name and Address
(A)
The Billings Times

2919 Montana Avenue
Billings
MT
59101
Type or Classification
(B)
Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,161
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$13,161
Special Member Communications02/02/2024$13,161
Name and Address
(A)
Western Organization of Resource Councils

220 South 27th St, Suite B
Billings
MT
59101
Type or Classification
(B)
Grassroots Community Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,600
Total of All Transactions with this Payee/Payer for This Schedule$12,600
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 530-351

Name and Address
(A)
A Better Big Sky
7134

Missoula
MT
59807
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$50,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$50,000
Charitable Contributions12/20/2023$50,000
Name and Address
(A)
Best Western Great Northern Hotel

835 Great Northern Blvd
Helena
MT
59601
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$19,777
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$19,777
Hall of Fame Dinner04/11/2024$19,777
Name and Address
(A)
Billings Classified Employees Association

3464 Decathlon Pkwy
Billings
MT
59102
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,495
Total of All Transactions with this Payee/Payer for This Schedule$6,495
Name and Address
(A)
Billings Education Association

510 N 29th
Billings
MT
59101
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$58,191
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$58,191
Financial Assistance to Affiliate01/25/2024$29,068
Financial Assistance to Affiliate06/07/2024$29,123
Name and Address
(A)
Bozeman Education Association

8325 Goldenstein Lane
Bozeman
MT
59715
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$48,347
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$48,347
Financial Assistance to Affiliate01/25/2024$12,073
Financial Assistance to Affiliate06/07/2024$12,128
Financial Assistance to Affiliate01/25/2024$12,073
Financial Assistance to Affiliate01/25/2024$12,073
Name and Address
(A)
Butte Teachers Union

156 West Granite St. #5
Butte
MT
59701
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,588
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$11,588
Financial Assistance to Affiliate01/25/2024$5,794
Financial Assistance to Affiliate06/07/2024$5,794
Name and Address
(A)
Great Falls Education Association

511 13th Ave. S.
Great Falls
MT
59405
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$34,430
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$34,430
Financial Assistance to Affiliate01/25/2024$17,160
Financial Assistance to Affiliate06/07/2024$17,270
Name and Address
(A)
Helena Education Association

1232 E. 6th Ave.
Helena
MT
59601
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$30,581
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$30,581
Financial Assistance to Affiliate01/25/2024$15,373
Financial Assistance to Affiliate06/07/2024$15,208
Name and Address
(A)
Kalispell Education Association

117 Waqgener Way
Kalispell
MT
59901
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,920
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,920
Financial Assistance to Affiliate01/25/2024$5,460
Financial Assistance to Affiliate06/07/2024$5,460
Name and Address
(A)
Merged Missoula Classified Employees

1965 Hummingbird Dr.
Missoula
MT
59808
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,280
Total of All Transactions with this Payee/Payer for This Schedule$5,280
Name and Address
(A)
MFPE Foundation

1232 E. 6th Ave.
Helena
MT
59601
Type or Classification
(B)
501c3 organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,026
Total Non-Itemized Transactions with this Payee/Payer$106
Total of All Transactions with this Payee/Payer for This Schedule$12,132
Donation08/23/2024$12,026
Name and Address
(A)
Missoula Education Association

1001 SW Higgins, Ste 101
Missoula
MT
59803
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$76,342
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$76,342
Financial Assistance to Affiliate12/12/2023$19,168
Financial Assistance to Affiliate12/15/2023$19,168
Financial Assistance to Affiliate01/25/2024$19,003
Financial Assistance to Affiliate06/07/2024$19,003
Name and Address
(A)
Montana Professional Teaching Foundation

1232 E. 6th Ave.
Helena
MT
Type or Classification
(B)
Non-profit Charitable Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,500
Charitable Contribution12/20/2023$7,500
Name and Address
(A)
University Faculty Association

002 University Hall, U of M
Missoula
MT
59812
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,150
Total of All Transactions with this Payee/Payer for This Schedule$9,150
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 530-351

Name and Address
(A)
360 Office Solutions
30598

Billings
MT
59107
Type or Classification
(B)
Office Supply Store
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,315
Total of All Transactions with this Payee/Payer for This Schedule$8,315
Name and Address
(A)
Auxilyum Technical Services

34 N Last Chance Gulch Ste.
Helena
MT
59601
Type or Classification
(B)
Telephone/Equipment Support
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,625
Total of All Transactions with this Payee/Payer for This Schedule$10,625
Name and Address
(A)
Billings Education Association

510 N 29th
Billings
MT
59101
Type or Classification
(B)
Local Affiliate - Landlord & Office Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$15,000
Total of All Transactions with this Payee/Payer for This Schedule$15,000
Name and Address
(A)
CDW Direct
75723

Chicago
IL
60675
Type or Classification
(B)
Information Technology Products
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,750
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$14,750
Computer Technology02/16/2024$14,750
Name and Address
(A)
Charter Communications
94188

Palatine
IL
60094-4188
Type or Classification
(B)
Telephone and Internet Services Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,137
Total of All Transactions with this Payee/Payer for This Schedule$8,137
Name and Address
(A)
Core Control Inc.
6129

Bozeman
MT
59771
Type or Classification
(B)
HVAC Contractor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,093
Total of All Transactions with this Payee/Payer for This Schedule$5,093
Name and Address
(A)
Edge Marketing and Design

1301 11th Ave Suite B
Helena
MT
59601
Type or Classification
(B)
Marketing / Graphic design / Web development
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$2,450
Total of All Transactions with this Payee/Payer for This Schedule$2,450
Name and Address
(A)
Fisher Technology

575 E. 42nd St.
Boise
ID
83714
Type or Classification
(B)
Office Equipment Sales & Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,533
Total of All Transactions with this Payee/Payer for This Schedule$8,533
Name and Address
(A)
Formost Graphic Communications

19209-A Chennault Way
Gaithersburg
MD
20879
Type or Classification
(B)
Printing/Membership Card Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,118
Total of All Transactions with this Payee/Payer for This Schedule$11,118
Name and Address
(A)
Great Falls Education Association

511 13th Ave. S
Great Falls
MT
59405
Type or Classification
(B)
Local Affiliate - Landlord & Office Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$17,355
Total of All Transactions with this Payee/Payer for This Schedule$17,355
Name and Address
(A)
Montana Educators Credit Union
2668

Missoula
MT
59806
Type or Classification
(B)
Credit Union - Rent to Landlord - NW Field Office
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$25,548
Total of All Transactions with this Payee/Payer for This Schedule$25,548
Name and Address
(A)
Northwestern Energy

49 E Broadway
Butte
MT
59707
Type or Classification
(B)
Utilities Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,746
Total of All Transactions with this Payee/Payer for This Schedule$6,746
Name and Address
(A)
Pitney Bowes Global Financial
856460

Louisville
KY
40285
Type or Classification
(B)
Postage Meter Rental
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,346
Total of All Transactions with this Payee/Payer for This Schedule$6,346
Name and Address
(A)
Service Master
310

Helena
MT
59624
Type or Classification
(B)
Office Cleaning Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,668
Total of All Transactions with this Payee/Payer for This Schedule$10,668
Name and Address
(A)
Travelers Insurance
660317

Dallas
TX
75266
Type or Classification
(B)
Insurance Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,411
Total Non-Itemized Transactions with this Payee/Payer$5,904
Total of All Transactions with this Payee/Payer for This Schedule$16,315
Insurance09/08/2023$10,411
Name and Address
(A)
Treasure State Internet & Telegraph

7 W. 6th Ave., Ste 614
Helena
MT
59601
Type or Classification
(B)
Internet Services Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,200
Total of All Transactions with this Payee/Payer for This Schedule$7,200
Name and Address
(A)
Velosio LLC

5747 Perimeter Drive, #20
Dublin
OH
43017
Type or Classification
(B)
Technology Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,425
Total of All Transactions with this Payee/Payer for This Schedule$5,425
Name and Address
(A)
Verizon Wireless

4932 Se 14th St
Des Moines
IA
50320
Type or Classification
(B)
Telephone Services Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,580
Total of All Transactions with this Payee/Payer for This Schedule$10,580
Name and Address
(A)
West Mont

2708 Bozeman Ave
Helena
MT
59601
Type or Classification
(B)
Social Services Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,434
Total Non-Itemized Transactions with this Payee/Payer$565
Total of All Transactions with this Payee/Payer for This Schedule$7,999
Membership Card Mailing09/08/2023$7,434
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 530-351

Name and Address
(A)
Allegra Marketing

40 W Lawrence
Helena
MT
59601
Type or Classification
(B)
Printing & Promotional Products Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$13,273
Total of All Transactions with this Payee/Payer for This Schedule$13,273
Name and Address
(A)
Alphagraphics Helena

40 West Lawrence Street
Helena
MT
59601
Type or Classification
(B)
Printing Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,452
Total Non-Itemized Transactions with this Payee/Payer$9,380
Total of All Transactions with this Payee/Payer for This Schedule$23,832
Marketing Materials03/15/2024$6,558
Marketing Materials07/31/2024$7,894
Name and Address
(A)
Best Western Great Northern Hotel

835 Great Northern Blvd
Helena
MT
59601
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$10,592
Total of All Transactions with this Payee/Payer for This Schedule$10,592
Name and Address
(A)
Bozeman Education Association

8325 Goldenstein Lane
Bozeman
MT
59715
Type or Classification
(B)
Local Affiliate - Annual Convention
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,400
Total of All Transactions with this Payee/Payer for This Schedule$5,400
Name and Address
(A)
Data Imaging Systems Inc
20457

Billings
MT
59104
Type or Classification
(B)
Electronic Data Storage
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,868
Total of All Transactions with this Payee/Payer for This Schedule$6,868
Name and Address
(A)
Delta Hotels Marriott Colonial Hotel

2301 Colonial Dr
Helena
MT
59601
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$36,620
Total Non-Itemized Transactions with this Payee/Payer$667
Total of All Transactions with this Payee/Payer for This Schedule$37,287
Annual Conference05/10/2024$36,620
Name and Address
(A)
KCoe Isom, LLP

828 Great Northern Blvd
Helena
MT
59601
Type or Classification
(B)
Accounting Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$27,600
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$27,600
Audit Services11/03/2023$20,000
Audit Services12/08/2023$7,600
Name and Address
(A)
Marriott Marquis Houston Downtown

1777 Walker St
Houston
TX
77010
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,547
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,547
Annual Convention06/19/2024$7,547
Name and Address
(A)
Pinion, LLC

828 Great Northern Blvd
Helena
MT
59601
Type or Classification
(B)
Accounting Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,850
Total Non-Itemized Transactions with this Payee/Payer$3,425
Total of All Transactions with this Payee/Payer for This Schedule$10,275
Tax Services05/10/2024$6,850
Name and Address
(A)
Sheraton University City Hotel

3549 Chestnut St
Philadelphia
PA
19104
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,013
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$11,013
NEA Convention07/30/2024$11,013
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 530-351

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$2,263,864
Health/Dental/Vision InsuranceMontana Unified School Trust$823,755
Multi-Employer Pension PlanNEA Employees Retirement Fund$1,172,757
Life/AD&D/Long-Term DisabilityUnum Provident Corporation$31,601
Accidental Death and Dismemberment/Life InsuranceDearborn Life Insurance$3,312
Liuna National Pension FundLIUNA$54,074
Member Liability InsuranceAmerican Federation of Teachers$18,192
Health/Dental/Vision InsuranceBlue Cross Blue Shield of Montana$149,874
Life insurancePrincipal Life Insurance Company$10,299
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 530-351


Question 10: MFPE 401(k) Retirement Plan & Trust, Form 5500 filed timely, Plan Number 001. The address of the trust is the following: 1232 E. 6th Ave. Helena, MT 59601

Question 11(a):

Question 11(a): MFPE PAC reported and filed timely with the State of Montana, Commissioner of Political Practices.

Question 11(b):

Question 11(b): MFPE Building Corporation is a subsidiary 501(c)(2) organization holding title to the building at 1232 E. 6th Ave., Helena, MT 59601

Question 12: An audit was performed by an outside auditing firm, KCoe Isom.

Question 15: MFPE disposed of some obsolete equipment by donating it to a local 501(c)(3), recycling the equipment, and/or disposing at a local landfill.

Schedule 1, Row1:

Schedule 1, Row1::

Schedule 2, Row1:

Schedule 2, Row1:

Schedule 8, Row1:

Schedule 8, Row1:

Schedule 8, Row2:

Schedule 8, Row2:

Schedule 8, Row3:

Schedule 8, Row3:

Schedule 13, Row1:

Schedule 13, Row1:These are individuals who are still actively working. These individuals pay full dues and have voting rights.

Schedule 13, Row1:

Schedule 13, Row1:These individuals have voting rights

Schedule 13, Row2:

Schedule 13, Row2:These are individuals who have retired. These individuals paid for a lifetime membership. Retirees have limited governance rights due to the fact they are not eligible for active membership.

Schedule 13, Row2:

Schedule 13, Row2:

Schedule 13, Row3:

Schedule 13, Row3:These are individuals who are still in school and have begun working yet. These individuals pay full student dues. Student members have limited governance rights due to the fact they are not eligible for active membership.

Schedule 13, Row3:

Schedule 13, Row3:

Schedule 13, Row4:

Schedule 13, Row4:These individuals are not active members but rather staff who work for the union. These individuals do not have voting rights.

Schedule 13, Row4:

Schedule 13, Row4:These individuals do not have voting rights.

Schedule 13, Row5:

Schedule 13, Row5:These are individuals who are substitute teachers who are ineligible for active membership. They do not pay full dues. These individuals do not have voting rights.

Schedule 13, Row5:

Schedule 13, Row5:These individuals do not have voting rights.Due to changes in administration, we could not prepare a proper LM2 filing that balanced. Instead, we prepared the form to the best of our ability and posted a variance of $2,078,248 to Detailed Summary

Page -

Schedule 14, all other receipts. We will work diligently to amend the filing as soon as possible.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)