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
530-351
2. PERIOD COVERED
From09/01/2015
Through08/31/2016
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

7. UNIT NAME (if any)
MONTANA
8. MAILING ADDRESS (Type or print in capital letters)
First Name
ERIC
 Last Name
FEAVER
P.O Box - Building and Room Number

Number and Street
1232 EAST SIXTH AVE
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 V on penalties in the instructions.)
70. SIGNED:Eric FeaverPRESIDENT71. SIGNED:Erik BurkeEXECUTIVE DIRECTOR
Date:Nov 28, 2016Telephone Number:406-442-4250Date:Nov 28, 2016Telephone Number:406-442-4250
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 530-351
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?Yes
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$1,500,000
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?Yes
19. What is the date of the labor organization's next regular election of officers?03/2018
20. How many members did the labor organization have at the end of the reporting period?18,557
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees385peryear39385
(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: 530-351

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $1,130,807$1,286,418
23. Accounts Receivable1$235,091$295,314
24. Loans Receivable2$192,669$181,071
25. U.S. Treasury Securities $0$0
26. Investments5$1,717,449$1,886,632
27. Fixed Assets6$770,768$736,333
28. Other Assets7$33,506$47,871
29. TOTAL ASSETS $4,080,290$4,433,639

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$145,954$148,400
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$1,382,805$1,313,503
34. TOTAL LIABILITIES $1,528,759$1,461,903
35. NET ASSETS$2,551,531$2,971,736
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 $5,547,816
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $242,743
39. Sale of Supplies $0
40. Interest $74,042
41. Dividends $0
42. Rents $0
43. Sale of Investments and Fixed Assets3$11,186
44. Loans Obtained9$0
45. Repayments of Loans Made2$11,598
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$892,809
49. TOTAL RECEIPTS $6,780,194
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$2,291,866
51. Political Activities and Lobbying16$543,850
52. Contributions, Gifts, and Grants17$294,018
53. General Overhead18$328,882
54. Union Administration19$920,205
55. Benefits20$1,644,030
56. Per Capita Tax $188,240
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$158,442
61. Loans Made2$0
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $0
65. Direct Taxes $240,901
  
66. Subtotal $6,610,434
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$1,132,101  
  67b. Less Total Disbursed$1,146,250  
  67c. Total Withheld But Not Disbursed -$14,149
68. TOTAL DISBURSEMENTS $6,624,583
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 530-351

Entity or Individual Name
(A) 		Total Account Receivable
(B) 		90-180 Days
Past Due
(C) 		180+ Days
Past Due
(D) 		Liquidated Account
Receivable
(E)
Total of all itemized accounts receivable$42,978$10,448$660$0
Totals from all other accounts receivable$252,336  $3,813
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $295,314$10,448$660$3,813
American Federation of Teachers$42,978$10,448$660
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$192,669$0$11,598$0$181,071
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%
$171,355$7,266$164,089
Name: Great Falls Education Associat
Purpose: Replace Roof
Security: Second Mortgage
Terms of Repayment: 5.0%
$21,314$4,332$16,982
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$111,274$0$11,186$11,186
Automobiles$67,655$0$11,186$11,186
Equipment$43,619$0$0$0
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$11,186
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$158,442$156,332$158,442
Automobiles$59,148$57,805$59,148
Equipment - 5-year property$3,582$3,321$3,582
Equipment - 10-year property$2,760$2,254$2,760
Building Improvements$7,455$7,455$7,455
Purchase of Investments$85,497$85,497$85,497
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$158,442
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$1,024,983
B. Total Book Value$1,412,876
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • American Funds
$1,412,876
Other Investments 
D. Total Cost$400,252
E. Total Book Value$473,756
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.  
  • Deferred Compensation Plan Investments
$473,756
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $1,886,632
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$58,575
B. Buildings (give location)    
Building  1 :      1232 E. 6th Ave., Helena, MT 59601$997,299$442,083$555,216$420,725
C. Automobiles and Other Vehicles$401,453$276,557$124,896$124,896
D. Office Furniture and Equipment$361,183$311,727$49,457$49,457
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,766,699$1,030,367$736,333$653,653
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)) $47,871
Prepaid Expenses$47,871
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$148,400$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $148,400$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 530-351

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

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $1,313,503
Accrued Salaries and Wages$84,929
Payroll Taxes and Benefits$6,532
Deferred Compensation Plan$473,756
Funds Held for Members$23,549
Deferred Revenue$28,617
Capital Lease Payable$6,435
Accrued Compensated Absences$689,685
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 		Feaver ,  Eric  
President
C		$125,045$24,488$149,533
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 		Charlson ,  Melanie  
Vice President
C		$5,000$12,402$17,402
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 		Aarstad ,  Rich  
Secretary/Treasurer
P		$4,077$2,590$6,667
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 		Bock ,  Kevin  
Secretary/Treasurer
C		$3,878$7,693$11,571
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 		Curtis ,  Amanda  
NEA Director
C		$5,000$3,260$8,260
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 		Bell ,  Matt  
Director-At-Large
C		$3,067$3,067
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 		Haverlandt ,  Kelly  
District 1 Chair
P		$4,139$4,139
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 		Marcille ,  Gene  
District 1 Chair
N		$899$899
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 		Huestis ,  Lee  
District 1 Vice Chair
N		$353$353
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 		Thiel ,  Mike  
District 2 Chair
P		$2,495$2,495
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 		Muller ,  Janice  
District 2 Chair
C		$3,752$3,752
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 Vice Chair
N		$29$29
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 		Witts ,  Lynn  
District 3 Chair
P		$3,385$3,385
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 		Cowee ,  Jeff  
District 3 Chair
P		$6,966$6,966
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
N		$1,000$1,000
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
N		$489$489
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 		Rasmussen ,  Christine  
District 4 Vice Chair
N		$420$420
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 		Lavinder-Schwalk ,  Shelli  
District 5 Chair
N		$1,845$1,845
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 		Gruber ,  Ron  
District 5 Vice Chair
C		$2,596$2,596
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 		Postma ,  Sheri  
District 6 Chair
P		$884$884
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Wisherd ,  Cindy  
District 6 Vice Chair
P		$514$514
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 		Plumage-Maratita ,  Wendy  
District 6 Chair
N		$266$266
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 		Doke ,  Trista  
District 6 Vice Chair
C		$391$391
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 		Rossman ,  Joe  
District 7 Chair
P		$1,785$1,785
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		$7,284$7,284
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 		Spracklin ,  Janet  
District 7 Vice Chair
C		$540$540
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 		Kujawa ,  Mike  
District 8 Chair
P		$1,174$1,174
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 		Barnhart ,  Jesse  
District 8 Chair
C		$4,391$4,391
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 		Bishop ,  Elizabeth  
District 8 Vice Chair
N		$384$384
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 		Phillippi ,  Tami  
District 9 Chair
P		$1,190$1,190
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 		Christiansen ,  Mary  
District 9 Vice Chair
P		$112$112
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 		Wells ,  Rita  
District 9 Chair
C		$4,519$4,519
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 		Bremer ,  Lori  
District 9 Vice Chair
C		$5,107$5,107
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 		Shaffer ,  Clarissa  
District 10 Chair
P		$4,019$4,019
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 		Proctor ,  Scott  
District 10 Chair
N		$4,819$4,819
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 10 Vice Chair
N		$399$399
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 		Southergill ,  Glen  
District 11 Chair
N		$99$99
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 11 Vice Chair
N		$1,094$1,094
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 		Picking ,  Mike  
District 12 Chair
P		$2,488$2,488
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Clague ,  Valerie  
District 12 Chair
N		$400$400
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 		Graham ,  Shannon  
District 12 Vice Chair
N		$29$29
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 		Crowley ,  Julianna  
District 13 Chair
N		$1,052$1,052
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 		Fulton ,  Tom  
District 14 Chair
C		$7,050$7,050
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 		Smail ,  Yvette  
District 15 Vice Chair
N		$126$126
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 		Racki ,  Josh  
District 16 Chair
N		$737$737
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 		Miller ,  Stephanie  
District 17 Chair
P		$1,683$1,683
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 		Kimmet ,  Ron  
District 17 Chair
C		$2,411$2,411
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 		Willis ,  Debbie  
District 17 Vice Chair
N		$416$416
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 		McCulloch ,  Scott   C
District 18 Chair
P		$1,792$1,792
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 		Shively ,  Dave  
District 19 Chair
P		$2,613$2,613
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 		Verploegen ,  Mary  
District 20 Chair
P		$4,542$4,542
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 21 Chair
P		$586$586
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 		Hoffman ,  Michael  
District 24 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 		Bender ,  Shannon  
District 26 Chair
P		$3,689$3,689
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 		Cox ,  Garth  
District 28 Chair
P		$2,712$2,712
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 ,  Dave  
District 14 Vice Chair
C		$1,221$1,221
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 		Aarstad ,  Rich  
District 15 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 		Yellowrobe ,  Lewis  
District 16 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 %
Total Officer Disbursements$143,000$0$154,386$0$297,386
Less Deductions     
Net Disbursements    $297,386
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 		Anderson ,  Kathleen  
Political Organizer
N/A		$991$42$1,033
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 		Bock ,  Kevin  
Member Organizer
N/A		$2,910$70$2,980
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 		Buboltz ,  Jessica  
Political Organizer
N/A		$1,073$667$1,740
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 		Burgess ,  Tom  
Field Consultant
N/A		$109,654$12,437$122,091
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Burke ,  Erik  
Executive Director
N/A		$119,720$14,609$134,329
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		50 %
A
B
C 		Copeland ,  Maggie  
Field Consultant
N/A		$114,041$10,836$124,877
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 ,  Jeff  
Field Consultant
N/A		$3,980$0$3,980
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Cubbage ,  Thomas  
Political Organizer
N/A		$1,536$114$1,650
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 		DeTienne ,  Cindy  
Administrative Assistant
N/A		$60,858$761$61,619
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 		Devine ,  Jolene  
Membership Specialist
N/A		$58,712$159$58,871
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 		Diehl ,  Heather  
Field Consultant
N/A		$78,350$3,772$82,122
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Ehli ,  Brian  
Field Consultant
N/A		$111,847$5,945$117,792
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		England ,  Monique  
Member Organizer
N/A		$2,920$489$3,409
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 		Ferro ,  Marco  
Public Policy Director
N/A		$109,558$10,194$119,752
I
Schedule 15
Representational Activities 		45 % Schedule 16
Political Activities and Lobbying 		40 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		15 %
A
B
C 		Fladmo ,  Diane  
Research Director
N/A		$105,271$5,397$110,668
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Gardiner ,  Kyla  
Member Organizer
N/A		$3,310$2,400$5,710
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 		Graham ,  Shannon  
Member Organizer
N/A		$495$101$596
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Graveley ,  Donna  
Management Assistant
N/A		$62,642$5,071$67,713
I
Schedule 15
Representational Activities 		15 % Schedule 16
Political Activities and Lobbying 		25 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		60 %
A
B
C 		Greenfield ,  Jeff  
Field Consultant
N/A		$92,104$6,733$98,837
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Haverlandt ,  Carol  
Field Consultant
N/A		$105,271$6,305$111,576
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Hossack ,  Jennifer  
Political Organizer
N/A		$390$19$409
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 		Houtz ,  Luci  
Administrative Assistant
N/A		$57,099$1,134$58,233
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		McCulloch ,  Scott   T
Field Consultant
N/A		$112,944$5,915$118,859
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		McKenna ,  Julie  
Member Organizer
N/A		$660$1,876$2,536
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 		Minow ,  Terry  
Political Director
N/A		$114,041$5,792$119,833
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		85 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Moses ,  Karen  
Political Organizer
N/A		$16,575$682$17,257
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 		Nielsen ,  Larry  
Field Consultant
N/A		$109,651$7,227$116,878
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Novak ,  Catherine  
Chief Financial Officer
N/A		$111,798$1,949$113,747
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 		Pilcher ,  Tammy  
Field Consultant
N/A		$82,933$9,923$92,856
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Porte ,  Sanna  
Communications Director
N/A		$114,037$5,879$119,916
I
Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		50 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		25 %
A
B
C 		Rahmsdorf ,  Valerie  
Administrative Assistant
N/A		$1,229$227$1,456
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Reichelt ,  Shauna  
Administrative Assistant
N/A		$47,539$705$48,244
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Riitano ,  Mary  
Administrative Assistant
N/A		$60,747$798$61,545
I
Schedule 15
Representational Activities 		57 % Schedule 16
Political Activities and Lobbying 		40 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Rukavina ,  Jerry  
Field Consultant
N/A		$194,669$7,485$202,154
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Sarbu ,  Renne't  
Member Organizer
N/A		$5,740$1,074$6,814
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 		Satre ,  Kate  
Administrative Assistant
N/A		$38,113$284$38,397
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Schillreff ,  Rachel  
Political Organizer
N/A		$406$438$844
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 		Severson ,  Dave  
Field Consultant
N/A		$109,555$5,427$114,982
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Smith ,  Morgan  
Organizer
N/A		$92,104$4,793$96,897
I
Schedule 15
Representational Activities 		70 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Thomas ,  Becky  
Administrative Assistant
N/A		$62,818$644$63,462
I
Schedule 15
Representational Activities 		15 % Schedule 16
Political Activities and Lobbying 		25 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		60 %
A
B
C 		Waldo ,  Danny  
Political Organizer
N/A		$4,022$229$4,251
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 		Weingartner ,  John   C
Member Rights Director
N/A		$168,903$5,494$174,397
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Wilkins ,  Susan  
Membership Specialist II
N/A		$54,354$174$54,528
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 		Wood ,  Jami  
Administrative Assistant
N/A		$53,956$1,955$55,911
I
Schedule 15
Representational Activities 		52 % Schedule 16
Political Activities and Lobbying 		35 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		13 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$0
I Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
Total Employee Disbursements$2,759,526$0$156,225$0$2,915,751
Less Deductions     
Net Disbursements    $2,915,751
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) 18,557 
Agency Fee Payers*1,192
Total Members/Fee Payers19,749 
*Agency Fee Payers are not considered members of the labor organization.
Active16,706Yes
Retired1,303Yes
Student511Yes
Staff28No
Associate3No
Substitute6No
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$770,078
2. Named Payer Non-itemized Receipts$119,621
3. All Other Receipts$3,110
4. Total Receipts$892,809
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$252,720
2. Named Payee Non-itemized Disbursements$31,306
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$9,992
6. Total Disbursements$294,018
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$78,715
2. Named Payee Non-itemized Disbursements$57,247
3. To Officers$37,383
4. To Employees$1,989,129
5. All Other Disbursements$129,392
6. Total Disbursements$2,291,866
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$70,583
2. Named Payee Non-itemized Disbursements$191,034
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$67,265
6. Total Disbursements$328,882
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$5,000
2. Named Payee Non-itemized Disbursements$16,447
3. To Officers$67,290
4. To Employees$435,141
5. All Other Disbursements$19,972
6. Total Disbursements$543,850
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$106,299
2. Named Payee Non-itemized Disbursements$39,485
3. To Officers$192,713
4. To Employees$491,482
5. All Other Disbursements$90,226
6. Total Disbursements$920,205
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 530-351

Name and Address
(A)
American Federation of Teachers

555 New Jersey Ave. NW
Washington
DC
20001
Type or Classification
(B)
National Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,140
Total Non-Itemized Transactions with this Payee/Payer$52,229
Total of All Transactions with this Payee/Payer for This Schedule$62,369
Direct Assistance09/28/2015$10,140
Name and Address
(A)
Montana State Fund
4759
855 Front Street
Helena
MT
59601
Type or Classification
(B)
Workers Compensation Insurer
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,872
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,872
Premium Return01/26/2016$5,872
Name and Address
(A)
National Education Association

1201 16th Street NW
Washington
DC
20036
Type or Classification
(B)
National Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$754,066
Total Non-Itemized Transactions with this Payee/Payer$55,745
Total of All Transactions with this Payee/Payer for This Schedule$809,811
NEA Grant 09/09/2015$15,000
Legal Defense09/15/2015$7,444
Uniserv Grant09/28/2015$111,223
Teacher Leadership Institute Grant10/12/2015$11,747
Uniserv Grant12/22/2015$111,223
Comprehensive Cooperative Project Agreement01/13/2016$112,022
Legal Defense01/21/2016$6,439
Fee Conversation Grant01/29/2016$27,000
Uniserv Grant03/18/2016$111,223
Comprehensive Cooperative Project Agreement06/13/2016$112,022
Uniserv Grant06/20/2016$111,223
F2F/GPS Fund Grant06/29/2016$17,500
Name and Address
(A)
NEA Member Benefits Corp.

900 Clopper Road Ste 300
Gaithersburg
MD
20878
Type or Classification
(B)
Member Benefits Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,647
Total of All Transactions with this Payee/Payer for This Schedule$11,647
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 530-351

Name and Address
(A)
Artcraft Printers
2044

Billings
MT
59103
Type or Classification
(B)
Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$15,007
Total of All Transactions with this Payee/Payer for This Schedule$15,007
Name and Address
(A)
Event Ready
1328

Roseville
CA
95678
Type or Classification
(B)
Conference Management Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,096
Total Non-Itemized Transactions with this Payee/Payer$5,804
Total of All Transactions with this Payee/Payer for This Schedule$12,900
Educators' Conference10/22/2015$7,096
Name and Address
(A)
K & J Convention Services LLC
5234

Helena
MT
59604
Type or Classification
(B)
Convention Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,815
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,815
Educators' Conference Booths and Tables10/22/2015$7,815
Name and Address
(A)
Karl Englund, Attorney at Law
8358

Missoula
MT
59807
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,032
Total Non-Itemized Transactions with this Payee/Payer$19,448
Total of All Transactions with this Payee/Payer for This Schedule$34,480
Legal Services01/08/2016$15,032
Name and Address
(A)
MATELA

620 First Ave West
Kalispell
MT
59901
Type or Classification
(B)
Curriculum Group
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,355
Total Non-Itemized Transactions with this Payee/Payer$780
Total of All Transactions with this Payee/Payer for This Schedule$6,135
Educators' Conference12/17/2015$5,355
Name and Address
(A)
McDonald Law Firm, LLC

2422 Applewood Ave.
Billings
MT
59102
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,908
Total of All Transactions with this Payee/Payer for This Schedule$7,908
Name and Address
(A)
McDonald Law Office PLLC
1570

Helena
MT
59624
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,235
Total Non-Itemized Transactions with this Payee/Payer$788
Total of All Transactions with this Payee/Payer for This Schedule$9,023
Legal Services09/14/2015$8,235
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$14,582
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$14,582
Educators Employment Liability Premium09/25/2015$14,582
Name and Address
(A)
Northern Hotel

19 North Broadway
Billings
MT
59101
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$7,512
Total of All Transactions with this Payee/Payer for This Schedule$7,512
Name and Address
(A)
Patinkin Research Strategies

1120 Hoodview Lane
Lake Oswego
OR
97034
Type or Classification
(B)
Survey and Polling Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,600
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$20,600
Member Survey03/04/2016$20,600
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 530-351

Name and Address
(A)
Artcraft Printers
2044

Billings
MT
59103
Type or Classification
(B)
Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$16,447
Total of All Transactions with this Payee/Payer for This Schedule$16,447
Name and Address
(A)
Yes for Great Falls Kids

3101 4th Ave. North
Great Falls
MT
59401
Type or Classification
(B)
PAC Committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution06/06/2016$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 530-351

Name and Address
(A)
Best Western Premier Helena Great Northern Hotel

835 Great Northern Blvd.
Helena
MT
59601
Type or Classification
(B)
Hotel and Convention Center
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,633
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$12,633
Member Recognition Celebration04/27/2016$12,633
Name and Address
(A)
Billings Classified Employees 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 
Total Non-Itemized Transactions with this Payee/Payer$7,020
Total of All Transactions with this Payee/Payer for This Schedule$7,020
Name and Address
(A)
Billings Education Association

510 N. 29th
Billings
MT
59101
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$58,795
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$58,795
Financial Assistance to Affiliate01/29/2016$29,535
Financial Assistance to Affiliate05/20/2016$29,260
Name and Address
(A)
Bozeman Education Association

8325 Goldenstein Lane
Bozeman
MT
59715
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$22,220
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$22,220
Financial Assistance to Affiliate01/29/2016$11,110
Financial Assistance to Affiliate05/20/2016$11,110
Name and Address
(A)
Butte Teachers Union

156 West Granite St.
Butte
MT
59701
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,587
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$11,587
Financial Assistance to Affiliate03/11/2016$5,793
Financial Assistance to Affiliate05/20/2016$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$37,290
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$37,290
Financial Assistance to Affiliate01/29/2016$19,690
Financial Assistance to Affiliate05/20/2016$17,600
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$34,155
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$34,155
Financial Assistance to Affiliate01/29/2016$17,023
Financial Assistance to Affiliate05/20/2016$17,132
Name and Address
(A)
Kalispell Education Association

1082 Rocky Meadows Trail
Kalispell
MT
59901
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,580
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$11,580
Financial Assistance to Affiliate01/29/2016$5,580
Financial Assistance to Affiliate05/20/2016$6,000
Name and Address
(A)
Merged Missoula Classified Employees Organization

1890 Ola Dr.
Missoula
MT
59802
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,270
Total of All Transactions with this Payee/Payer for This Schedule$6,270
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$35,310
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$35,310
Financial Assistance to Affiliate01/29/2016$17,270
Financial Assistance to Afffiliate05/20/2016$18,040
Name and Address
(A)
Montana Club

24 West 6th Street
Helena
MT
59601
Type or Classification
(B)
Dinner Club
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,200
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,200
Member Hall of Fame Dinner04/12/2016$5,200
Name and Address
(A)
Montana Professional Teaching Foundation

1232 E. 6th Ave.
Helena
MT
59601
Type or Classification
(B)
Non-profit charitable organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,000
Total Non-Itemized Transactions with this Payee/Payer$18,016
Total of All Transactions with this Payee/Payer for This Schedule$31,016
Charitable Contribution11/30/2015$10,000
Charitable Contribution03/11/2016$3,000
Name and Address
(A)
University Faculty Association

002 University Hall, U of M
Missoula
MT
59812
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,950
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$10,950
Financial Assistance to Affiliate01/29/2016$5,190
Financial Assistance to Affiliate05/20/2016$5,760
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 530-351

Name and Address
(A)
360 Office Solutions
30598

Billings
MT
59107
Type or Classification
(B)
Office Supply Store
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$13,655
Total of All Transactions with this Payee/Payer for This Schedule$13,655
Name and Address
(A)
Billings Education Association

510 N. 29th
Billings
MT
59101
Type or Classification
(B)
Local Affiliate - Rent & Office Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$15,521
Total of All Transactions with this Payee/Payer for This Schedule$15,521
Name and Address
(A)
Black Box Network Services

21398 Network Place
Chicago
IL
60673
Type or Classification
(B)
Phone Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,273
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$11,273
Phone Maintenance Contract06/24/2016$11,273
Name and Address
(A)
CenturyLink
29040

Phoenix
AZ
85038-9040
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$24,305
Total of All Transactions with this Payee/Payer for This Schedule$24,305
Name and Address
(A)
Charter Communications
742614

Cincinnati
OH
45274
Type or Classification
(B)
Communications Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,526
Total of All Transactions with this Payee/Payer for This Schedule$5,526
Name and Address
(A)
Davis Business Machines

1129 Helena Ave.
Helena
MT
59601
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$15,673
Total of All Transactions with this Payee/Payer for This Schedule$15,673
Name and Address
(A)
Formost Graphic Communications

19209-A Chennault Way
Gaithersburg
MD
20879
Type or Classification
(B)
Printing/Membership Card Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,807
Total Non-Itemized Transactions with this Payee/Payer$2,828
Total of All Transactions with this Payee/Payer for This Schedule$11,635
Membership Card Kits01/08/2016$8,807
Name and Address
(A)
Great Falls Education Association

511 13th Ave. S.
Great Falls
MT
59405
Type or Classification
(B)
Local Affiliate - Rent & Office Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$16,911
Total of All Transactions with this Payee/Payer for This Schedule$16,911
Name and Address
(A)
Lewis & Clark County Treasurer

316 N. Park Ave., Room 113
Helena
MT
59623
Type or Classification
(B)
County Treasurer
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,160
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$7,160
Property Taxes11/06/2015$7,160
Name and Address
(A)
Montana Educators' Credit Union
2668

Missoula
MT
59806
Type or Classification
(B)
Rent - NW Field Office
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$25,548
Total of All Transactions with this Payee/Payer for This Schedule$25,548
Name and Address
(A)
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$11,647
Total Non-Itemized Transactions with this Payee/Payer$2,365
Total of All Transactions with this Payee/Payer for This Schedule$14,012
Microsoft License Agreement03/30/2016$11,647
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$7,436
Total of All Transactions with this Payee/Payer for This Schedule$7,436
Name and Address
(A)
Pitney Bowes
223648

Pittsburgh
PA
15250
Type or Classification
(B)
Postage Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,000
Total Non-Itemized Transactions with this Payee/Payer$10,500
Total of All Transactions with this Payee/Payer for This Schedule$30,500
Postage Meter Refill09/14/2015$5,000
Postage Meter Refill11/20/2015$5,000
Postage Meter Refill07/08/2016$5,000
Postage Meter Refill08/02/2016$5,000
Name and Address
(A)
Pitney Bowes Global Financial
856460

Louisville
KY
40285
Type or Classification
(B)
Postage Meter Rental
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,330
Total of All Transactions with this Payee/Payer for This Schedule$9,330
Name and Address
(A)
Service Master
310

Helena
MT
59624
Type or Classification
(B)
Janitorial Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,998
Total of All Transactions with this Payee/Payer for This Schedule$7,998
Name and Address
(A)
Travelers Insurance
660317

Dallas
TX
75266-0317
Type or Classification
(B)
Insurance Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,696
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$11,696
Property/Umbrella/Liability Insurance09/04/2015$11,696
Name and Address
(A)
Verizon Wireless
9622

Mission Hills
CA
91346-9622
Type or Classification
(B)
Cell Phne Service Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,880
Total of All Transactions with this Payee/Payer for This Schedule$10,880
Name and Address
(A)
Wells Fargo Bank NA

350 N. Last Chance Gulch
Helena
MT
59601
Type or Classification
(B)
Financial Institution
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$14,209
Total of All Transactions with this Payee/Payer for This Schedule$14,209
Name and Address
(A)
Xerox Corporation
7405

Pasadena
CA
91109-7405
Type or Classification
(B)
Copy/Print Machine Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,349
Total of All Transactions with this Payee/Payer for This Schedule$8,349
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 530-351

Name and Address
(A)
Allegra Print & Imaging

40 West Lawrence
Helena
MT
59601
Type or Classification
(B)
Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,183
Total of All Transactions with this Payee/Payer for This Schedule$6,183
Name and Address
(A)
Anderson ZurMuehlen & Co.
1040

Helena
MT
59624-1040
Type or Classification
(B)
Accounting Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$16,000
Total Non-Itemized Transactions with this Payee/Payer$6,435
Total of All Transactions with this Payee/Payer for This Schedule$22,435
Audit Services10/30/2015$16,000
Name and Address
(A)
Best Western Premier Helena Great Northern Hotel

835 Great Northern Blvd.
Helena
MT
59601
Type or Classification
(B)
Hotel/Convention Center
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,536
Total of All Transactions with this Payee/Payer for This Schedule$7,536
Name and Address
(A)
Data Imaging Systems

230 Broadwater Ave.
Billings
MT
59101
Type or Classification
(B)
Electronic Data Scanning & Storage
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,790
Total of All Transactions with this Payee/Payer for This Schedule$6,790
Name and Address
(A)
Denise Bender - Print Con

2228 Trillium Drive
Eau Claire
WI
54701
Type or Classification
(B)
Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,765
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$12,765
2016-17 Pocket Calendars08/02/2016$12,765
Name and Address
(A)
Employee Benefit Resources Inc.
1193

Helena
MT
59624
Type or Classification
(B)
Employee Benefit Services Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,475
Total of All Transactions with this Payee/Payer for This Schedule$5,475
Name and Address
(A)
Hilton Garden Inn - Billings

2465 Grant Road
Billings
MT
59102
Type or Classification
(B)
Hotel/Convention Center
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,143
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$13,143
Member Regional Training03/15/2016$13,143
Name and Address
(A)
Radisson Colonial Hotel

2301 Colonial Drive
Helena
MT
59601
Type or Classification
(B)
Hotel/Convention Center
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$59,089
Total Non-Itemized Transactions with this Payee/Payer$400
Total of All Transactions with this Payee/Payer for This Schedule$59,489
Member Regional Training12/04/2015$15,600
Committee Weekend01/21/2016$8,232
MEA-MFT Representative Assembly04/27/2016$35,257
Name and Address
(A)
Wardman Park Marriott

2660 Woodley Road NW
Washington
DC
20008
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,302
Total Non-Itemized Transactions with this Payee/Payer$1,102
Total of All Transactions with this Payee/Payer for This Schedule$6,404
NEA Representative Assembly06/10/2016$5,302
Name and Address
(A)
West Payment Center
6292

Carol Stream
IL
60197
Type or Classification
(B)
Legal Reference/Publication Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,564
Total of All Transactions with this Payee/Payer for This Schedule$5,564
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.)$1,644,030
Health/Dental/Vision InsuranceMontana Unified School Trust (MUST)$683,188
Multi-Employer Pension PlanNEA Employees Retirement Fund$858,225
Officer's Money Purchase Pension PlanDA Davidson & Co.$18,756
401(k) PlanAmerican Funds$26,225
Long-Term DisabilityUnum Provident Corporation$30,024
Accidental Death & Dismemberment Prudential Group Insurance Company$1,575
AD&D/Life InsuranceUnum Provident Corporation$5,712
Heath Reimbursement PlanAllegiance Benefit Plan Management$20,325
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 530-351
Item 71 Title: The Executive Director signs instead of the Treasurer as he has more knowledge of the organization on a daily basis.

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

Question 18: Board restructure

Question 10: MEA-MFT 401(k) Retirement Plan & Trust, Form 5500 filed timely, Plan Number 001; MEA-MFT Officer's Money Purchase Pension Plan & Trust, Form 5500 filed timely, Plan Number 004. The address of both trusts are the following: 1232 E. 6th Ave. Helena, MT 59601

Question 11(a):

Question 11(a): : : MEA-MFT COPE reported and filed timely with the State of Montana, Commissioner of Political Practices.

Question 12: An audit was performed by an outside auditing firm, Anderson ZurMuehlen & Company.

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

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

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

Schedule 13, Row4:These individuals are not active members but rather staff who work for the union in administrative capacities. These individuals do not pay full dues.

Schedule 13, Row5:These individuals are considered associates within the organization and not active members. These individuals do not pay full dues.

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

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

Schedule 13, Row6:These are individuals who are substitute teachers who are ineligible for active membership. They do not pay full dues.

Schedule 13, Row6:These individuals do not have voting rights.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)