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
From09/01/2024
Through08/31/2025
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:Melissa CaseTREASURER
Date:Nov 29, 2025Telephone Number:406-442-4250Date:Nov 29, 2025Telephone Number:406-208-7164
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?04/2026
20. How many members did the labor organization have at the end of the reporting period?19,219
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees417perYEAR83417
(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 $1,596,382$1,456,108
23. Accounts Receivable1$457,938$347,887
24. Loans Receivable2$89,090$80,457
25. U.S. Treasury Securities $0$0
26. Investments5$7,089,811$7,655,035
27. Fixed Assets6$480,651$500,525
28. Other Assets7$30,154$0
29. TOTAL ASSETS $9,744,026$10,040,012

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$175,935$203,503
31. Loans Payable9$0
32. Mortgages Payable $0$0
33. Other Liabilities10$1,077,201$675,712
34. TOTAL LIABILITIES $1,253,136$879,215
35. NET ASSETS$8,490,890$9,160,797
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 $6,065,967
37. Per Capita Tax $3,317,710
38. Fees, Fines, Assessments, Work Permits $403,769
39. Sale of Supplies $0
40. Interest $65,692
41. Dividends $215,237
42. Rents $0
43. Sale of Investments and Fixed Assets3$266,994
44. Loans Obtained9$0
45. Repayments of Loans Made2$8,633
46. On Behalf of Affiliates for Transmittal to Them $18,881
47. From Members for Disbursement on Their Behalf $26,579
48. Other Receipts14$2,488,305
49. TOTAL RECEIPTS $12,877,767
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$3,102,534
51. Political Activities and Lobbying16$666,522
52. Contributions, Gifts, and Grants17$335,121
53. General Overhead18$665,495
54. Union Administration19$1,363,370
55. Benefits20$2,065,259
56. Per Capita Tax $3,575,595
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $340,153
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$486,867
61. Loans Made2$0
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $65,928
64. On Behalf of Individual Members $8,892
65. Direct Taxes $342,305
  
66. Subtotal $13,018,041
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$1,589,798  
  67b. Less Total Disbursed$1,589,798  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $13,018,041
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$0$0$0$0
Totals from all other accounts receivable$347,887   
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $347,887$0$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$89,090$0$8,633$0$80,457
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%
$89,090$8,633$80,457
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$266,994$266,994$266,994$266,994
Investments$266,694$266,694$266,694$266,694
Fixed Assets$300$300$300$300
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$266,994
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$486,867$486,867$486,867
Investments $396,619$396,619$396,619
Fixed Assets $90,248$90,248$90,248
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$486,867
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$6,363,610
B. Total Book Value$7,655,035
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • IShares Core US Aggregate Bond
$1,684,157
  • IShares Russell 2000 Value
$457,630
  • IShares Core MSCI Total Intl
$777,065
  • SPDR Core MCSI
$631,210
  • Vanguard Growth
$1,139,671
  • Vanguard Value
$1,172,791
  • Vanguard Federal Money Market
$1,216,055
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)) $7,655,035
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$6,764
B. Buildings (give location)    
Building  1 :      1232 E. 6th Ave., Helena, MT 59601$997,299$719,748$277,551$277,551
C. Automobiles and Other Vehicles$537,022$451,945$85,077$85,077
D. Office Furniture and Equipment$254,406$238,286$16,120$16,120
E. Other Fixed Assets$146,912$31,899$115,013$115,013
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,942,403$1,441,878$500,525$500,525
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)) $0
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$0$0$0$0
Total from all other accounts payable$203,503$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $203,503$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)) $675,712
Accrued Salaries $65,512
Payroll Taxes and Benefits $5,425
Deferred Revenue$40,012
Accrued Compensated Absences $547,075
Funds Held for Members$17,688
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		$123,422$6,621$130,043
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		$3,000$1,159$4,159
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		$3,000$105$3,105
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		$3,000$2,426$5,426
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		$3,000$272$3,272
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		LAPKE ,  ANTHONY  
DISTRICT 1 CHAIR
N		$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		DIAS ,  EDEN  
DISTRICT 1 VICE CHAIR
C		$0$1,476$1,476
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 2 CHAIR
C		$0$310$310
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 		BILLINGTON ,  BRAD  
DISTRICT 3 CHAIR
N		$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		MCMILLIN ,  ERIKA  
DISTRICT 3 VICE CHAIR
N		$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		CAMPBELL ,  COLETTE  
DISTRICT 4 CHAIR
N		$0$446$446
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 ,  BECKY  
DISTRICT 4 VICE CHAIR
C		$0$945$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 		CUBBAGE ,  TOM  
DISTRICT 5 CHAIR
C		$0$373$373
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$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		SEIFFERT ,  MARK  
DISTRICT 6 CHAIR
C		$0$893$893
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
C		$0$408$408
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		$0$2,982$2,982
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		$0$2,107$2,107
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 CHAIR
C		$0$1,615$1,615
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 		MACK ,  SPIRO  
DISTRICT 8 VICE CHAIR
N		$0$729$729
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 CHAIR
C		$0$1,002$1,002
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 		EDWARD ,  LANCE  
DISTRICT 9 VICE CHAIR
C		$0$1,044$1,044
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		$0$346$346
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		$0$2,277$2,277
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
P		$0$553$553
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
P		$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		COHENOUR ,  JILL  
DISTRICT 2 VICE CHAIR
P		$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		KENISON ,  MIKE  
DISTRICT 3 CHAIR
P		$0$1,596$1,596
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
P		$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		CLARK ,  KARLA  
DISTRICT 8 CHAIR
P		$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		ROBISON ,  DOUG  
DISTRICT 9 CHAIR
P		$0$0
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$135,422$0$29,685$0$165,107
Less Deductions    $34,219
Net Disbursements    $130,888
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		$103,064$3,689$106,753
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  
FIELD OFFICE COORDINATOR
N/A		$63,345$1,122$64,467
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  
OFFICE COORDINATOR
N/A		$51,206$383$51,589
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 		THOMAS ,  BECKY  
OFFICE COORDINATOR
N/A		$111,776$111,776
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		$143,218$1,381$144,599
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		$103,064$3,042$106,106
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		$55,180$55,180
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 COORDINATOR
N/A		$71,377$87$71,464
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		$79,637$9,232$88,869
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		$154,926$154,926
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 		WOOD ,  JAMI  
PROGRAM COORDINATOR
N/A		$79,870$3,298$83,168
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		$132,868$2,708$135,576
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		$130,226$5,401$135,627
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  
FIELD OFFICE COORDINATOR
N/A		$50,526$1,957$52,483
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		$108,634$7,462$116,096
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		$113,864$9,599$123,463
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  
FIELD OFFICE COORDINATOR
N/A		$69,674$158$69,832
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		$62,711$62,711
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		$181,404$5,266$186,670
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  
FIELD OFFICE COORDINATOR
N/A		$73,768$542$74,310
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		$113,864$3,001$116,865
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		$132,699$4,496$137,195
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		$132,143$6,584$138,727
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		$103,064$7,981$111,045
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		$87,730$1,437$89,167
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  
FIELD CONSULTANT
N/A		$81,325$3,953$85,278
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		$92,765$5,414$98,179
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  
FIELD OFFICE COORDINATOR
N/A		$74,886$460$75,346
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 		LAVINDER-SCHWALK ,  SHELLI  
FIELD CONSULTANT
N/A		$114,034$2,615$116,649
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
N/A		$74,160$1,478$75,638
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		$130,145$8,920$139,065
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		$135,521$4,615$140,136
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		$86,865$8,577$95,442
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		$86,865$7,439$94,304
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		$86,865$5,458$92,323
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 		AARSTAD ,  KIM  
INTER. FINANCIAL CONTR
N/A		$22,601$499$23,100
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 		ALGER ,  ANNA  
POLITICAL ORGANIZER
N/A		$18,585$305$18,890
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 		ALGER ,  KELLEN  
POLITICAL ORGANIZER
N/A		$16,975$250$17,225
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 		CAVANAUGH ,  MICHELLE  
INTER. FINANCIAL CONTR
N/A		$12,472$12,472
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 		CHARLTON ,  KIMBERLY  
MEMBERSHIP PROCESSOR
N/A		$28,441$28,441
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 		DELEON ,  JENNIFER  
FINANCIAL CONTROLLER
N/A		$34,522$34,522
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 		ESTBERG ,  MORGAN  
PROJECT ORGANIZER
N/A		$33,120$881$34,001
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 		FIERROS ,  MICHAEL  
PROJECT ORGANIZER
N/A		$16,000$182$16,182
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 		FILIP ,  COTY  
FIELD CONSULTANT
N/A		$54,514$5,345$59,859
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 		HAGEMAN ,  REGINALD  
POLITICAL ORGANIZER
N/A		$10,001$122$10,123
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 		KAFTAN ,  DARTANION  
STATE POLITICAL ORGANIZER
N/A		$16,450$16,450
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 		LEATHERS ,  TRACY  
MEMBER ORGANIZER
N/A		$18,628$18,628
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 		NYHOF ,  ABIGAIL  
MEMBERSHIP PROCESSOR
N/A		$37,994$37,994
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 		SCHAEFER ,  JENNIFER  
POLITICAL ORGANIZER
N/A		$18,095$18,095
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		100 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$93,552$7,328$100,880
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$3,905,219$0$142,667$0$4,047,886
Less Deductions    $1,555,579
Net Disbursements    $2,492,307
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) 19,219 
Agency Fee Payers*
Total Members/Fee Payers19,219 
*Agency Fee Payers are not considered members of the labor organization.
Active17,192Yes
Retired1,808Yes
Student187Yes
Staff31No
Substitute1No
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$1,909,092
2. Named Payer Non-itemized Receipts$40,793
3. All Other Receipts$538,420
4. Total Receipts$2,488,305
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$308,668
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$26,453
6. Total Disbursements$335,121
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$152,048
2. Named Payee Non-itemized Disbursements$42,105
3. To Officers$32,511
4. To Employees$2,835,752
5. All Other Disbursements$40,118
6. Total Disbursements$3,102,534
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$399,308
2. Named Payee Non-itemized Disbursements$182,419
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$83,768
6. Total Disbursements$665,495
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$219,694
2. Named Payee Non-itemized Disbursements$6,513
3. To Officers$39,013
4. To Employees$364,703
5. All Other Disbursements$36,599
6. Total Disbursements$666,522
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$339,173
2. Named Payee Non-itemized Disbursements$38,989
3. To Officers$93,583
4. To Employees$847,433
5. All Other Disbursements$44,192
6. Total Disbursements$1,363,370
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 Avenue, NW
Washington
DC
20001
Type or Classification
(B)
National Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$213,870
Total Non-Itemized Transactions with this Payee/Payer$27,364
Total of All Transactions with this Payee/Payer for This Schedule$241,234
Direct Assistance 10/04/2024$16,489
Direct Assistance 10/28/2024$14,798
Direct Assistance 05/05/2025$84,465
Direct Assistance 06/03/2025$67,524
Direct Assistance 08/07/2025$20,044
Legal Defense 08/21/2025$10,550
Name and Address
(A)
Montana School Services Foundation
4579

Helena
MT
59604
Type or Classification
(B)
Other
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,708
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$12,708
Montana SC07/28/2025$12,708
Name and Address
(A)
MT Unified School Trust
4579

Helena
MT
59604
Type or Classification
(B)
Other
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$63,678
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$63,678
MUST - Sept '24 Sponsorship09/06/2024$10,613
MUST - Oct '24 Sponsorship10/15/2024$10,613
MUST - Nov '24 Sponsorship11/26/2024$10,613
MUST - Sponsorship Pmt05/29/2025$10,613
MUST - May Sponsorship05/27/2025$10,613
MUST06/18/2025$10,613
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$1,612,836
Total Non-Itemized Transactions with this Payee/Payer$13,429
Total of All Transactions with this Payee/Payer for This Schedule$1,626,265
ARPA (American Rescue Plan Act)01/17/2025$105,738
CAPE11/26/2024$20,000
CAPE03/18/2025$20,000
CPESL State Grant08/22/2025$29,750
EZDues 01/24/2025$80,000
EZDues 08/14/2025$80,000
Legislative Crisis Grant02/24/2025$145,000
Legislative Crisis Grant06/10/2025$145,000
Montana-001 2024 Contributions10/15/2024$24,000
Retired Recruit & Train11/13/2024$8,500
Uniserv09/30/2024$206,855
Uniserv12/19/2024$206,855
Uniserv03/24/2025$206,855
Uniserv07/14/2025$206,855
USLP01/22/2025$9,245
USLP02/27/2025$12,128
USLP03/24/2025$7,277
USLP04/16/2025$11,171
USLP05/22/2025$5,525
USLP06/27/2025$11,130
USLP07/31/2025$5,895
Year Round Organizing04/10/2025$32,043
Year Round Organizing06/27/2025$33,014
Name and Address
(A)
Western Organization of Resource Councils
31037

Billings
MT
59107
Type or Classification
(B)
Other
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,000
WORC - General Operating Grant 09/19/2024$6,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 530-351

Name and Address
(A)
George R. Fleischli

205 South Water Street
Northfield
MN
55057-2034
Type or Classification
(B)
Arbitrator
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,706
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,706
Arbitration08/25/2025$6,706
Name and Address
(A)
Jeffrey W. Jacobs

7300 Metro Blvd., Suite 300
Edina
MN
55439
Type or Classification
(B)
Arbitrator
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$17,720
Total Non-Itemized Transactions with this Payee/Payer$4,950
Total of All Transactions with this Payee/Payer for This Schedule$22,670
Arbitration02/26/2025$8,952
Arbitration04/17/2025$8,768
Name and Address
(A)
Karl James Englund
8358

Missoula
MT
59807
Type or Classification
(B)
Attorney, Arbitrator, Mediator
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,555
Total Non-Itemized Transactions with this Payee/Payer$962
Total of All Transactions with this Payee/Payer for This Schedule$7,517
Attorney Fees02/03/2025$6,555
Name and Address
(A)
McConnell Law Firm, LLC

721 Howard Street
Missoula
MT
59802
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$81,347
Total Non-Itemized Transactions with this Payee/Payer$18,861
Total of All Transactions with this Payee/Payer for This Schedule$100,208
Legal Services 04/04/2025$20,241
Legal Services 02/03/2025$20,130
Legal Services 11/08/2024$17,333
Legal Services 07/03/2025$8,453
Legal Services 02/14/2025$8,090
Legal Services 03/18/2025$7,100
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$33,411
Total Non-Itemized Transactions with this Payee/Payer$6,480
Total of All Transactions with this Payee/Payer for This Schedule$39,891
Legal Services 06/12/2025$11,137
Legal Services 06/16/2025$22,274
Name and Address
(A)
Verizon Wireless

4932 SE 14th St.
Des Moines
IA
50320
Type or Classification
(B)
Telephone Service Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,890
Total of All Transactions with this Payee/Payer for This Schedule$9,890
Name and Address
(A)
Zupanic Law, PLLC

317 N. Cruz Ave.
Helena
MT
59624
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,309
Total Non-Itemized Transactions with this Payee/Payer$962
Total of All Transactions with this Payee/Payer for This Schedule$7,271
Legal Services 04/04/2025$6,309
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 Avenue, NW
Washington
DC
20009
Type or Classification
(B)
Digital Agency
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$74,500
Total Non-Itemized Transactions with this Payee/Payer$6,513
Total of All Transactions with this Payee/Payer for This Schedule$81,013
Digital Ads04/23/2025$34,500
Digital Ads11/08/2024$20,000
Digital Ads12/08/2024$15,000
Digital Ads07/16/2025$5,000
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$31,813
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$31,813
PAC Assistance to Affiliate 02/19/2025$31,813
Name and Address
(A)
Bozeman Education Association

8325 Goldstein Lane
Bozeman
MT
59715
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,702
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$12,702
PAC Assistance to Affiliate 02/19/2025$12,702
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$66,256
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$66,256
Media Buys - Elections10/30/2024$39,006
External Political Issue Advocacy05/02/2025$15,500
External Political Issue Advocacy04/23/2025$11,750
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$15,051
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$15,051
PAC Assistance to Affiliate 02/19/2025$15,051
Name and Address
(A)
Missoula Education Association

1001 SW Higgins, Suite 101
Missoula
MT
59803
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$19,372
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$19,372
PAC Assistance to Affiliate 02/19/2025$19,372
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 530-351

Name and Address
(A)
AlphaGraphics Helena

40 W. Lawrence Street
Helena
MT
59601
Type or Classification
(B)
Promotional Supplies Vendor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,499
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$20,499
Tshirts09/27/2024$14,221
Landyards10/15/2024$6,278
Name and Address
(A)
Big Sky Bites, LLC

1232 E. 6th Ave.
Helena
MT
59601
Type or Classification
(B)
Food service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$17,871
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$17,871
Crisis Grant04/03/2025$9,357
Crisis Grant06/19/2025$8,514
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$31,813
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$31,813
Financial Assistance to Affiliate 05/21/2025$31,813
Name and Address
(A)
Bozeman Education Association

8325 Goldstein Lane
Bozeman
MT
59715
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,702
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$12,702
Financial Assistance to Affiliate 05/21/2025$12,702
Name and Address
(A)
Butte Teachers Union

156 West Granite Street, #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 Affiliate 02/19/2025$5,794
Financial Assistance to Affiliate 05/21/2025$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$36,018
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$36,018
Financial Assistance to Affiliate 02/19/2025$18,009
Financial Assistance to Affiliate 05/21/2025$18,009
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$66,324
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$66,324
Financial Assistance to Affiliate 05/21/2025$15,051
Financial Assistance to Affiliate 05/30/2025$30,102
Financial Assistance to Affiliate 07/03/2025$11,429
Financial Assistance to Affiliate 01/23/2025$9,742
Name and Address
(A)
Kalispell Education Association

117 Waggener Way
Kalispell
MT
59901
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,034
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$12,034
Financial Assistance to Affiliate 02/19/2025$6,017
Financial Assistance to Affiliate 05/21/2025$6,017
Name and Address
(A)
Missoula Education Association

1001 SW Higgins, Suite 101
Missoula
MT
59803
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$84,930
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$84,930
Financial Assistance to Affiliate 05/21/2025$19,372
Financial Assistance to Affiliate 01/29/2025$13,251
Financial Assistance to Affiliate 01/23/2025$6,582
Financial Assistance to Affiliate 05/02/2025$13,103
Financial Assistance to Affiliate 06/06/2025$12,774
Financial Assistance to Affiliate 02/26/2025$6,746
Financial Assistance to Affiliate 07/09/2025$6,568
Financial Assistance to Affiliate06/12/2025$6,534
Name and Address
(A)
Montana Staff Organization

2424 Rimrock Road
Billings
MT
59102
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,889
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$14,889
Financial Assistance to Affiliate 07/30/2025$14,889
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 530-351

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$13,768
Total of All Transactions with this Payee/Payer for This Schedule$13,768
Name and Address
(A)
Billings Education Association

510 N. 29th
Billings
MT
59101
Type or Classification
(B)
Local Affiliate - Landlord and Office Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,450
Total Non-Itemized Transactions with this Payee/Payer$14,108
Total of All Transactions with this Payee/Payer for This Schedule$20,558
Rent Payment06/19/2025$6,450
Name and Address
(A)
Calibre CPA Group, PLLC

7501 Wisconsin Ave, 1200W
Bethesda
MD
20814
Type or Classification
(B)
Accounting Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$21,710
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$21,710
Accounting Services02/13/2025$8,213
Accounting Services06/06/2025$7,327
Accounting Services 05/02/2025$6,170
Name and Address
(A)
CapRock Global Solutions, LLC

2701 S. Purdue Ave B
Oklahoma City
OK
73128
Type or Classification
(B)
Business Management Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$32,812
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$32,812
Efficiency and productivity study12/08/2024$8,203
Efficiency and productivity study01/29/2025$16,406
Efficiency and productivity study02/13/2025$8,203
Name and Address
(A)
CDW Direct
75723

Chicago
IL
60675
Type or Classification
(B)
Informational Technology Products
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,181
Total Non-Itemized Transactions with this Payee/Payer$2,252
Total of All Transactions with this Payee/Payer for This Schedule$17,433
Computer technology02/13/2025$15,181
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$5,098
Total of All Transactions with this Payee/Payer for This Schedule$5,098
Name and Address
(A)
Fisher's 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$7,818
Total of All Transactions with this Payee/Payer for This Schedule$7,818
Name and Address
(A)
Formost Graphic Communications

19209-A Chennault Way
Gaihersburg
MD
20879
Type or Classification
(B)
Printing/Membership Card Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$29,926
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$29,926
Printing04/03/2025$29,926
Name and Address
(A)
Great Falls Education Association

511 13th Ave. S.
Great Falls
MT
59405
Type or Classification
(B)
Local Affiliate - Landlord and Office Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$19,161
Total of All Transactions with this Payee/Payer for This Schedule$19,161
Name and Address
(A)
Helena Commercial Cleaning Services, LLC

1315 Walnut Street
Helena
MT
59601-0956
Type or Classification
(B)
Office Cleaning & Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,005
Total of All Transactions with this Payee/Payer for This Schedule$9,005
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$36,800
Total Non-Itemized Transactions with this Payee/Payer$12,895
Total of All Transactions with this Payee/Payer for This Schedule$49,695
Audit Services09/20/2024$15,250
Audit Services10/16/2024$15,250
Audit Services07/15/2025$6,300
Name and Address
(A)
Lee Enterprises of Montana

1500 Grand Avenue
Billings
MT
59101
Type or Classification
(B)
Project Staff Organizer
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,485
Total of All Transactions with this Payee/Payer for This Schedule$7,485
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$22,238
Total Non-Itemized Transactions with this Payee/Payer$9,080
Total of All Transactions with this Payee/Payer for This Schedule$31,318
Mailing Contracted Services 02/18/2025$22,238
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$10,645
Total of All Transactions with this Payee/Payer for This Schedule$10,645
Name and Address
(A)
Montana State Fund

855 Front Street
Helena
MT
59601
Type or Classification
(B)
Workers Comp Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$25,289
Total of All Transactions with this Payee/Payer for This Schedule$25,289
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$30,900
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$30,900
Shared CFO Services 05/02/2025$30,900
Name and Address
(A)
Navigate Campaigns

1328 Florida Ave., NW
Washington
DC
20009
Type or Classification
(B)
Member Voter Registration Materials
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,229
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,229
Member Voter Registration Materials 10/16/2024$5,229
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$6,658
Total of All Transactions with this Payee/Payer for This Schedule$6,658
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$23,430
Total Non-Itemized Transactions with this Payee/Payer$5,780
Total of All Transactions with this Payee/Payer for This Schedule$29,210
Audit Services03/06/2025$16,345
Audit Services02/18/2025$7,085
Name and Address
(A)
Pitney Bowes
223648

Pittsburgh
PA
15250
Type or Classification
(B)
Postage Provider and Equipment Lease
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$6,496
Total of All Transactions with this Payee/Payer for This Schedule$11,496
Postage Meter Refill02/14/2025$5,000
Name and Address
(A)
Sage Intacct

333 W. San Carlos St.
San Jose
CA
95110
Type or Classification
(B)
Accounting Software Vendor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$142,920
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$142,920
Accounting Software Implementation08/18/2025$142,920
Name and Address
(A)
The Billings Times

2919 Montana Avenue
Billings
MT
59101
Type or Classification
(B)
Printer
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,136
Total Non-Itemized Transactions with this Payee/Payer$5,441
Total of All Transactions with this Payee/Payer for This Schedule$10,577
Printing - Envelopes, Cards, Sign, Guides, Letterh03/19/2025$5,136
Name and Address
(A)
Travelers
660317

Dallas
TX
75266
Type or Classification
(B)
Insurance Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,883
Total Non-Itemized Transactions with this Payee/Payer$2,294
Total of All Transactions with this Payee/Payer for This Schedule$13,177
Insurance 09/05/2024$10,883
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$10,693
Total Non-Itemized Transactions with this Payee/Payer$19,146
Total of All Transactions with this Payee/Payer for This Schedule$29,839
Accounting System Support 02/14/2025$10,693
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 530-351

Name and Address
(A)
BCBS of MT

3645 S. Alice Street
Helena
MT
59601
Type or Classification
(B)
Insurance Agency
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$75,933
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$75,933
Ed Conference Sept 202409/05/2024$75,933
Name and Address
(A)
Best Western Helena GN 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$15,529
Total Non-Itemized Transactions with this Payee/Payer$3,176
Total of All Transactions with this Payee/Payer for This Schedule$18,705
Staff Meetings02/03/2025$5,323
Executive Board Meeting01/17/2025$10,206
Name and Address
(A)
Butte Plaza Inn

2900 Harrison Avenue
Butte
MT
59701
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,208
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,208
Hotel07/25/2025$6,208
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$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Ed Conference Stipend 10/30/2024$5,000
Name and Address
(A)
Delta Air Lines

1030 Delta Blvd.
Atlanta
GA
30354
Type or Classification
(B)
Airline
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,111
Total of All Transactions with this Payee/Payer for This Schedule$6,111
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$41,937
Total Non-Itemized Transactions with this Payee/Payer$5,607
Total of All Transactions with this Payee/Payer for This Schedule$47,544
Annual Conference Lodging 05/16/2025$41,937
Name and Address
(A)
Diane L. Groves

778 Slate Creek Road
White Bird
ID
83554
Type or Classification
(B)
Professional Development and Staff Relations
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,200
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,200
Professional Development and Staff Relations12/08/2024$5,200
Name and Address
(A)
Finlen Hotel

100 E. Broadway
Butte
MT
58701
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$8,111
Total of All Transactions with this Payee/Payer for This Schedule$8,111
Name and Address
(A)
Great Northern Hotel

2 S. 1st St. East
Malta
MT
59538
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$35,428
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$35,428
Hall of Fame Dinner04/23/2025$26,069
Staff Meeting08/18/2025$9,359
Name and Address
(A)
Hilton Garden Inn Bozeman

2023 Commerce Way
Bozeman
MT
59715
Type or Classification
(B)
Hotel Rooms for Conference
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$22,397
Total Non-Itemized Transactions with this Payee/Payer$4,125
Total of All Transactions with this Payee/Payer for This Schedule$26,522
Conference Lodging11/08/2024$14,147
Conference Lodging02/03/2025$8,250
Name and Address
(A)
K & J Convention Services, LLC
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$8,073
Total Non-Itemized Transactions with this Payee/Payer$500
Total of All Transactions with this Payee/Payer for This Schedule$8,573
Educator Conference10/30/2024$8,073
Name and Address
(A)
La Quinta Inn & Suites

701 Washington Street
Helena
MT
59601
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,119
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,119
Conference 07/25/2025$8,119
Name and Address
(A)
Montana Counsel of Teachers of Mathematics
610

Troy
MT
59935
Type or Classification
(B)
Keynote speaker
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,202
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,202
Speaker at Ed Conference 02/26/2025$5,202
Name and Address
(A)
Montana State AFL-CIO

210 E. Lyndale Avenue
Helena
MT
59601
Type or Classification
(B)
Labor Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$70,000
Total Non-Itemized Transactions with this Payee/Payer$2,280
Total of All Transactions with this Payee/Payer for This Schedule$72,280
2024 Cycle Member Communications09/05/2024$70,000
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$14,239
Total Non-Itemized Transactions with this Payee/Payer$2,613
Total of All Transactions with this Payee/Payer for This Schedule$16,852
Fiscal Year 2025 Premium11/08/2024$14,239
Name and Address
(A)
Sonesta Denver Downtown

1450 Glenarm Pl
Denver
CO
80202
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$16,200
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$16,200
2026 NEA RA Deposit08/18/2025$16,200
Name and Address
(A)
United Airlines

233 S. Wacker Drive
Chicago
IL
60606
Type or Classification
(B)
Airline
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,466
Total of All Transactions with this Payee/Payer for This Schedule$6,466
Name and Address
(A)
University Place Hotel

310 SW Lincoln St.
Portland
OR
97201
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,708
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$9,708
NEA RA Conf Lodging 08/26/2025$9,708
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.)$2,065,259
Multi-Employer Pension PlanNEA Employees Retirement Plan$946,835
LIUNA National Pension FundLIUNA$55,296
Health/Dental/Vision Insurance Blue Cross Blue Shield of Montana$1,008,088
Life InsurancePrincipal Life Insurance Company $55,040
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, Pinion Global.Question 15: During the year ended August 31, 2025, the organization had a total loss on a vehicle due to an accident: 2020 Chevrolet Equinox #7138 (Cost $25,487, Net Book Value $0, Insurance Proceeds $15,702). During the year ended August 31, 2025, the organization traded in an old vehicle toward the purchase of a new vehicle, the info of the vehicle that was traded is as follows: 2014 Chevrolet Equinox #0075 (Cost $21,799, Net Book Value $0, Trade In Allowance $4,199).

Schedule 2, Row1:

Schedule 13, Row5:These individuals do not have voting rights.

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, 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, 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, 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:These individuals do not have voting rights.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.

General Information:

Schedule 6 Fixed Assets Column E: Fair market value MFPE does not periodically appraise its assets to determine their fair value. Book value has been reported as the fair value of fixed assets held. The fair value of these assets most likely differs from the book value.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)