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: 07-31-2019
MUST BE USED BY LABOR ORGANIZATIONS WITH $250,000 OR MORE IN TOTAL ANNUAL RECEIPTS AND LABOR ORGANIZATIONS IN TRUSTEESHIP

This report is mandatory under P.L. 86-257, as amended.  Failure to comply may result in criminal prosecution, fines, or civil penalties as provided by 29 U.S.C. 439 or 440.
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.
For Official Use Only
1. FILE NUMBER
512-443
2. PERIOD COVERED
From07/01/2015
Through06/30/2016
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 FEDERATION
 6. DESIGNATION NBR
8035
7. UNIT NAME (if any)
OREGON
8. MAILING ADDRESS (Type or print in capital letters)
First Name
David
 Last Name
Rives
P.O Box - Building and Room Number

Number and Street
10228 SW CAPITOL HWY
City
PORTLAND
State
OR		 ZIP Code + 4
97219


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 V on penalties in the instructions.)
70. SIGNED:David J RivesPRESIDENT71. SIGNED:Jeffrey J GriderTREASURER
Date:Sep 30, 2016Telephone Number:971-888-5665Date:Sep 30, 2016Telephone Number:503-744-0505
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 512-443
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?No
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$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?No
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?04/2017
20. How many members did the labor organization have at the end of the reporting period?9,006
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Feesvariouspermonth4.3835.00
(b) Working Dues/Feesper
(c) Initiation Feesper
(d) Transfer Feesper
(e) Work Permitsper

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 512-443

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $1,519,205$1,812,767
23. Accounts Receivable1$415,577$359,306
24. Loans Receivable2$0
25. U.S. Treasury Securities $0$0
26. Investments5$0
27. Fixed Assets6$1,122,490$1,093,532
28. Other Assets7$29,032$29,546
29. TOTAL ASSETS $3,086,304$3,295,151

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$115,447$67,806
31. Loans Payable9
32. Mortgages Payable $557,926$524,425
33. Other Liabilities10$76,439$73,985
34. TOTAL LIABILITIES $749,812$666,216
35. NET ASSETS$2,336,492$2,628,935
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 512-443

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $0
37. Per Capita Tax $2,674,648
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $670
41. Dividends $0
42. Rents $0
43. Sale of Investments and Fixed Assets3
44. Loans Obtained9
45. Repayments of Loans Made2
46. On Behalf of Affiliates for Transmittal to Them $36,913
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$276,385
49. TOTAL RECEIPTS $2,988,616
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$947,133
51. Political Activities and Lobbying16$316,831
52. Contributions, Gifts, and Grants17$45,582
53. General Overhead18$561,413
54. Union Administration19$416,473
55. Benefits20$270,751
56. Per Capita Tax $642
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$11,303
61. Loans Made2
62. Repayment of Loans Obtained9
63. To Affiliates of Funds Collected on Their Behalf $37,036
64. On Behalf of Individual Members $0
65. Direct Taxes $87,890
  
66. Subtotal $2,695,054
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$255,198  
  67b. Less Total Disbursed$255,198  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $2,695,054
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 512-443

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$359,306   
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $359,306$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 512-443

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$0$0$0$0$0
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 512-443

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$0$0$0$0
Less Reinvestments 
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales 
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 512-443

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$11,303$11,303$11,303
Computer equipment$11,303$11,303$11,303
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$11,303
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 512-443

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost
B. Total Book Value
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
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)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 512-443

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      10228 SW Capitol Hwy, Tigard, OR$165,240 $165,240$165,240
B. Buildings (give location)    
Building  1 :      10228 SW Capitol Hwy, Tigard, OR$982,361$100,755$881,606$881,606
C. Automobiles and Other Vehicles
D. Office Furniture and Equipment$122,671$75,985$46,686$46,686
E. Other Fixed Assets$4,635$4,635$0$0
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,274,907$181,375$1,093,532$1,093,532
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 512-443

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $29,546
Prepaid expenses$25,576
Loan Costs net of accumulated amortization$3,970
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 512-443

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$67,806$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $67,806$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 512-443

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: 512-443

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $73,985
Payroll withholdings payable$19,635
Accrued Vacation$54,350
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 512-443

(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 		Rives ,  David  
President
C		$93,645$40,509$134,154
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 		Reagan ,  Belinda  
Executive VP
C		$280$280
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 		Hunter ,  Devin  
Secretary
C		$526$526
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 		Grider ,  Jeff  
Treasurer
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 		Rodriguez ,  Jaime  
VP Political Action
C		$0$1,805$1,805
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 		Bertoglio ,  Brianna  
VP
C		$715$715
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 		Cain ,  Shaun  
VP
C		$1,018$1,018
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 		Catena ,  Michele  
VP
C		$87$87
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 		Cowan ,  Kelly  
VP
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 		Dreiling ,  Michael  
VP
C		$127$127
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 		Garcia-Davidson ,  Elisabeth  
VP
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 		Kapocias ,  Bernadette  
VP
C		$657$657
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 		Lowndes ,  Joseph  
VP
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 		Osterloh ,  Kris  
VP
C		$287$287
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 		Sykora ,  Mary  
VP
C		$0$427$427
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$93,645$0$46,438$0$140,083
Less Deductions     
Net Disbursements    $140,083
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 512-443

(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 		Bartholomew ,  Karen  
Field Rep
n/a		$78,423$12,820$91,243
I
Schedule 15
Representational Activities 		92 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		7 % Schedule 19
Administration 		1 %
A
B
C 		Buchanan ,  Justin  
Comm Coord
n/a		$35,055$363$35,418
I
Schedule 15
Representational Activities 		62 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		Schedule 18
General Overhead 		0 % Schedule 19
Administration 		8 %
A
B
C 		Fitzpatrick ,  Kristin  
Admin Prog Coord
n/a		$16,820$710$17,530
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		Schedule 18
General Overhead 		90 % Schedule 19
Administration
A
B
C 		Gory ,  Andrew  
Comm Coord
n/a		$27,286$1,024$28,310
I
Schedule 15
Representational Activities 		72 % Schedule 16
Political Activities and Lobbying 		6 % Schedule 17
Contributions 		Schedule 18
General Overhead 		15 % Schedule 19
Administration 		7 %
A
B
C 		Graybeal ,  Maria  
Organizer
n/a		$49,448$3,566$53,014
I
Schedule 15
Representational Activities 		64 % Schedule 16
Political Activities and Lobbying 		33 % Schedule 17
Contributions 		Schedule 18
General Overhead 		1 % Schedule 19
Administration 		2 %
A
B
C 		James ,  Janella  
Executive Director
n/a		$97,391$6,359$103,750
I
Schedule 15
Representational Activities 		29 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		67 % Schedule 19
Administration 		4 %
A
B
C 		Mackey ,  Deirdre  
Admin & Fin Asst
n/a		$47,296$655$47,951
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Mayo-Kelley ,  Debra  
Field Rep
n/a		$73,219$6,476$79,695
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 		Miller ,  Susan  
Director Member Benefits
n/a		$29,941$5,671$35,612
I
Schedule 15
Representational Activities 		87 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		11 % Schedule 19
Administration 		1 %
A
B
C 		Morrison ,  Shannon  
Dir Pol & Legis Affairs
n/a		$92,013$6,072$98,085
I
Schedule 15
Representational Activities 		58 % Schedule 16
Political Activities and Lobbying 		8 % Schedule 17
Contributions 		Schedule 18
General Overhead 		14 % Schedule 19
Administration 		20 %
A
B
C 		Palma ,  Rodolfo  
Field Rep
n/a		$73,219$12,919$86,138
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		1 % Schedule 19
Administration
A
B
C 		Sevey ,  Sarah  
Fin Op Dir
n/a		$58,984$3,687$62,671
I
Schedule 15
Representational Activities 		4 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		96 % Schedule 19
Administration
A
B
C 		Trist ,  Julia  
Organizer
n/a		$72,111$6,439$78,550
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		1 % Schedule 19
Administration
A
B
C 		Leach ,  Leah  
Admin Office Coord
n/a		$52,823$2,357$55,180
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		90 % Schedule 19
Administration
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$23,924$23,924
I Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
Total Employee Disbursements$827,953$0$69,118$0$897,071
Less Deductions     
Net Disbursements    $897,071
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 512-443

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 9,006 
Agency Fee Payers*4,092
Total Members/Fee Payers13,098 
*Agency Fee Payers are not considered members of the labor organization.
Full-time3,094Yes
Half-time3,563Yes
Quarter-time1,049Yes
Eighth-time1,135Yes
Leave or layoff165Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 512-443

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$187,562
2. Named Payer Non-itemized Receipts$61,486
3. All Other Receipts$27,337
4. Total Receipts$276,385
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$32,500
2. Named Payee Non-itemized Disbursements$1,000
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$12,082
6. Total Disbursements$45,582
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$379,195
2. Named Payee Non-itemized Disbursements$24,225
3. To Officers$0
4. To Employees$526,545
5. All Other Disbursements$17,168
6. Total Disbursements$947,133
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$89,106
2. Named Payee Non-itemized Disbursements$132,238
3. To Officers$0
4. To Employees$297,451
5. All Other Disbursements$42,618
6. Total Disbursements$561,413
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$267,000
2. Named Payee Non-itemized Disbursements$8,530
3. To Officers$0
4. To Employees$39,775
5. All Other Disbursements$1,526
6. Total Disbursements$316,831
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$154,885
2. Named Payee Non-itemized Disbursements$46,627
3. To Officers$140,083
4. To Employees$33,301
5. All Other Disbursements$41,577
6. Total Disbursements$416,473
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 512-443

Name and Address
(A)
American Federation of Teachers

555 New Jersey Avenue
Washington
DC
20001
Type or Classification
(B)
Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$187,562
Total Non-Itemized Transactions with this Payee/Payer$61,486
Total of All Transactions with this Payee/Payer for This Schedule$249,048
Solidarity Fund Assistance09/21/2015$24,031
Solidarity Fund Assistance11/30/2015$18,548
Solidarity Fund Assistance03/25/2016$25,276
Rebate08/14/2015$5,478
Rebate03/14/2016$5,617
Rebate05/20/2016$7,124
Member benefits funding support08/14/2015$16,667
Member benefits funding support11/20/2015$6,667
Member benefits funding support01/08/2016$10,000
SAPO Grant08/21/2015$7,252
SAPO Grant02/05/2016$14,505
SAPO Grant05/26/2016$7,252
Solidarity Fund Assistance06/13/2016$32,568
Solidarity Fund Assistance07/27/2015$6,577
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 512-443

Name and Address
(A)
American Federation of Teachers

555 New Jersey Ave.
Washington
DC
20001
Type or Classification
(B)
Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$113,090
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$113,090
Portland State University campaign reimbursement05/02/2016$75,000
Portland State University campaign reimbursement07/06/2015$19,240
Portland State University campaign reimbursement05/27/2016$18,850
Name and Address
(A)
Oregon AFSCME Council 75

1400 Tandem Avenue NE
Salem
OR
97301
Type or Classification
(B)
Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,413
Total of All Transactions with this Payee/Payer for This Schedule$6,413
Name and Address
(A)
Stephanie Pollack, Creative Facilitations

2503 SE Ankeny Street
Portland
OR
97214
Type or Classification
(B)
Facilitator
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$38,548
Total Non-Itemized Transactions with this Payee/Payer$12,429
Total of All Transactions with this Payee/Payer for This Schedule$50,977
Staff development07/06/2015$13,000
Staff development09/10/2015$10,098
Staff development06/06/2016$8,900
Staff development03/03/2016$6,550
Name and Address
(A)
Tolovana Inn

3400 S Hemlock St
Tolovana Park
OR
97145
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$5,052
Total of All Transactions with this Payee/Payer for This Schedule$5,052
Name and Address
(A)
United Academics Local 3209

872 East 13th Avenue
Eugene
OR
97401
Type or Classification
(B)
Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$227,557
Total Non-Itemized Transactions with this Payee/Payer$331
Total of All Transactions with this Payee/Payer for This Schedule$227,888
Percap assistance06/22/2016$18,797
Percap assistance05/27/2016$18,718
Percap assistance07/06/2015$18,705
Percap assistance04/21/2016$18,636
Percap assistance03/30/2016$18,581
Percap assistance12/02/2015$18,521
Percap assistance01/20/2016$18,477
Percap assistance12/17/2015$18,345
Percap assistance03/03/2016$18,204
Percap assistance08/20/2015$8,584
Percap assistance10/02/2015$8,539
Percap assistance10/30/2015$8,436
Office expense assistance10/30/2015$7,983
Office expense assistance01/27/2016$7,693
Office expense assistance04/13/2016$7,285
Office expense assistance07/22/2015$7,053
Legal Defense Assistance12/17/2015$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 512-443

Name and Address
(A)
AFT-Oregon Candidate PAC

10228 SW Capital Hwy
Portland
OR
97219
Type or Classification
(B)
PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,000
Total Non-Itemized Transactions with this Payee/Payer$8,530
Total of All Transactions with this Payee/Payer for This Schedule$20,530
AFT-OR Candidate PAC expense05/04/2016$6,000
AFT-OR Candidate PAC expense05/13/2016$6,000
Name and Address
(A)
Defend Oregon

519 SW 3rd Avenue, Ste 801
Portland
OR
97204
Type or Classification
(B)
Issues Coalition
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$250,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$250,000
AFT-OR PAC Issues expense05/08/2016$250,000
Name and Address
(A)
Our Oregon

813 SW Alder St., Ste 800A
Portland
OR
97205
Type or Classification
(B)
Issues Coalition
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
2015 VAN Access07/06/2015$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 512-443

Name and Address
(A)
Oregon AFL-CIO

4735 Liberty Road S
Salem
OR
97302
Type or Classification
(B)
Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,000
Contribution02/01/2016$10,000
Name and Address
(A)
Oregon Center for Public Policy

204 N 1st Street
Portland
OR
97381
Type or Classification
(B)
non-profit
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,000
Contribution02/01/2016$10,000
Name and Address
(A)
Oregon Student Association

635 NE Dekum Street
Portland
OR
97211
Type or Classification
(B)
non-profit
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$1,000
Total of All Transactions with this Payee/Payer for This Schedule$6,000
Contribution06/08/2016$5,000
Name and Address
(A)
OR Labor Candidate School
86161

Portland
OR
97286
Type or Classification
(B)
Labor Candidate School
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
Contribution08/14/2015$7,500
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 512-443

Name and Address
(A)
AT&T Mobility
6463

Carol Stream
IL
60197-6463
Type or Classification
(B)
telephone
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,067
Total of All Transactions with this Payee/Payer for This Schedule$7,067
Name and Address
(A)
Ethix Ventures Inc.

9 Main Street, Suite 3
Sutton
MA
01590
Type or Classification
(B)
printers
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
t-shirts06/29/2016$5,000
Name and Address
(A)
Key Bank Commercial Loan
94831

Cleveland
OH
44101
Type or Classification
(B)
Bank
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$59,268
Total of All Transactions with this Payee/Payer for This Schedule$59,268
Name and Address
(A)
Lauka Associates

3511 SE Milwaukie Avenue
Portland
OR
97202
Type or Classification
(B)
Auditors
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$25,000
Audit and tax preparation09/02/2015$12,000
Audit and tax preparation11/24/2015$7,000
Audit and tax preparation09/23/2015$6,000
Name and Address
(A)
Lloyd Hayne & Associates, Ltd.

6312 SW Capitol Hwy
Portland
OR
97239
Type or Classification
(B)
IT consultants
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$28,780
Total Non-Itemized Transactions with this Payee/Payer$18,590
Total of All Transactions with this Payee/Payer for This Schedule$47,370
IT Services07/16/2015$16,433
Laptops06/22/2016$7,329
IT Services06/29/2016$5,018
Name and Address
(A)
Morel Ink

204 N 1st Street
Portland
OR
97208
Type or Classification
(B)
printers
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,480
Total Non-Itemized Transactions with this Payee/Payer$4,857
Total of All Transactions with this Payee/Payer for This Schedule$12,337
illuminated office sign and city permits07/06/2015$7,480
Name and Address
(A)
Office Depot
689020

Des Moines
IA
50368
Type or Classification
(B)
Office supplies
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,652
Total of All Transactions with this Payee/Payer for This Schedule$6,652
Name and Address
(A)
Pitney Bowes Global
371887

Pittsburgh
PA
15250
Type or Classification
(B)
Postage and machine lease
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,828
Total of All Transactions with this Payee/Payer for This Schedule$7,828
Name and Address
(A)
Portland General Electric
4438

Portland
OR
97208
Type or Classification
(B)
Utilities
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,964
Total of All Transactions with this Payee/Payer for This Schedule$6,964
Name and Address
(A)
Tax Collector, Multnomah County
2716

Portland
OR
97208
Type or Classification
(B)
Property tax
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,346
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$13,346
Property taxes10/30/2015$13,346
Name and Address
(A)
Township United Building Services
7763 SW Cirrus Drive

Beaverton
OR
97008
Type or Classification
(B)
Building maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,713
Total of All Transactions with this Payee/Payer for This Schedule$5,713
Name and Address
(A)
UnionWare

260 Saulteaux Crescent
Winnipeg, MB R3J 3T2
00
Type or Classification
(B)
software
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$9,500
Software07/16/2015$9,500
Name and Address
(A)
US Bank Equipment Finance
790448

St. Louis
MO
63179
Type or Classification
(B)
Office equipment lease
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$15,299
Total of All Transactions with this Payee/Payer for This Schedule$15,299
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 512-443

Name and Address
(A)
AFT-Washington

625 Andover Park W, Ste 111
Seattle
WA
98188
Type or Classification
(B)
union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$17,148
Total Non-Itemized Transactions with this Payee/Payer$4,127
Total of All Transactions with this Payee/Payer for This Schedule$21,275
NW Leadership Forum expense12/17/2015$17,148
Name and Address
(A)
Associated Academic Professionals Local 6200
971

La Grande
OR
97850
Type or Classification
(B)
union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,516
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,516
Legal fee defense fund support11/17/2015$8,516
Name and Address
(A)
Bloomberg BNA
17009

Baltimore
MD
21297-1009
Type or Classification
(B)
Subscription
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,698
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$13,698
Subscription09/17/2015$13,698
Name and Address
(A)
Chinook Winds Casino Resort

1777 NW 44th Street
Lincoln City
OR
97367
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$16,660
Total Non-Itemized Transactions with this Payee/Payer$5,829
Total of All Transactions with this Payee/Payer for This Schedule$22,489
Winter school06/29/2016$16,660
Name and Address
(A)
George Okulitch & Associates
68599

Milwaukie
OR
97268
Type or Classification
(B)
Consultants
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,100
Total of All Transactions with this Payee/Payer for This Schedule$7,100
Name and Address
(A)
Hilton Portland

921 SW Sixth Avenue
Portland
OR
97204
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$75,464
Total Non-Itemized Transactions with this Payee/Payer$767
Total of All Transactions with this Payee/Payer for This Schedule$76,231
AFT OR Annual Convention05/02/2016$55,130
AFT OR Annual Convention05/02/2016$12,222
AFT OR Annual Convention05/02/2016$8,112
Name and Address
(A)
Morel Ink

204 N 1st Street
Portland
OR
97208
Type or Classification
(B)
printers
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,036
Total Non-Itemized Transactions with this Payee/Payer$12,063
Total of All Transactions with this Payee/Payer for This Schedule$18,099
federation newsletter09/23/2015$6,036
Name and Address
(A)
Oregon Education Association

6900 SW Atlanta Street
Portland
OR
97223
Type or Classification
(B)
Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,257
Total of All Transactions with this Payee/Payer for This Schedule$5,257
Name and Address
(A)
Tedesco Law Group

12780 SE Stark St
Portland
OR
97233
Type or Classification
(B)
Legal
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,756
Total of All Transactions with this Payee/Payer for This Schedule$10,756
Name and Address
(A)
The Benson

309 SW Broadway
Portland
OR
97205
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$17,363
Total Non-Itemized Transactions with this Payee/Payer$728
Total of All Transactions with this Payee/Payer for This Schedule$18,091
President's conference12/17/2015$12,228
President's conference12/17/2015$5,135
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 512-443

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$270,751
RetirementCharles Schwab$69,312
MedicalKaiser Permanente$170,490
Life insuranceLifemap Assurance Company$8,835
DentalModa Health$21,514
HealthAllegiance Benefit Plan$600
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 512-443


Question 11(a):

Question 11(a): AFT-Oregon Issue PAC, State of Oregon Secretary of State filing #005486 AFT-Oregon Candidate PAC, State of Oregon Secretary of State filing #000113 AFT-Oregon Political and Legislative Action Network PAC, State of Oregon Secretary of State filing #14029 PAC activity and account balances have been excluded from the LM-2 and are publicly available from the state agency to whom it reports.

Question 12: Lauka McGuire

Schedule 13, Row1:

Schedule 13, Row1:::

Schedule 13, Row2:

Schedule 13, Row2::::Half membership

Schedule 13, Row2:

Schedule 13, Row2:::

Schedule 13, Row3:

Schedule 13, Row3::::Quarter membership

Schedule 13, Row3:

Schedule 13, Row3:::

Schedule 13, Row4:

Schedule 13, Row4::::Eighth membership

Schedule 13, Row4:

Schedule 13, Row4:::

Schedule 13, Row5:

Schedule 13, Row5::::on leave membership

Schedule 13, Row5:

Schedule 13, Row5:::

Schedule 13, Row1:

Schedule 13, Row1::::Full membership-time
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)