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
514-601
2. PERIOD COVERED
From06/01/2016
Through05/31/2017
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
CLASSIFIED SCHOOL EMPLS, AMER ASN
5. DESIGNATION (Local, Lodge, etc.)
STATE ASSOCIATION
 6. DESIGNATION NBR

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

Number and Street
4735 LIBERTY ROAD
City
SALEM
State
OR		 ZIP Code + 4
97302


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:George T StoelbPRESIDENT71. SIGNED:Richard A ShidakerTREASURER
Date:Aug 15, 2017Telephone Number:800-252-6732Date:Aug 15, 2017Telephone Number:503-588-0121
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 514-601
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?Yes
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?06/2018
20. How many members did the labor organization have at the end of the reporting period?14,683
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees1.8%permonthN/AN/A
(b) Working Dues/FeesN/AperN/AN/AN/A
(c) Initiation FeesN/AperN/AN/AN/A
(d) Transfer FeesN/AperN/AN/AN/A
(e) Work PermitsN/AperN/AN/AN/A

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 514-601

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $2,314,621$2,480,586
23. Accounts Receivable1$0$0
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $195,910$198,030
26. Investments5$0$0
27. Fixed Assets6$1,283,837$1,365,400
28. Other Assets7$1,127$1,329
29. TOTAL ASSETS $3,795,495$4,045,345

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$0$0
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$0$0
34. TOTAL LIABILITIES $0$0
35. NET ASSETS$3,795,495$4,045,345
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 514-601

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $8,578,944
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $12,029
41. Dividends $0
42. Rents $12,314
43. Sale of Investments and Fixed Assets3$650
44. Loans Obtained9$0
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$342,783
49. TOTAL RECEIPTS $8,946,720
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$2,267,025
51. Political Activities and Lobbying16$691,956
52. Contributions, Gifts, and Grants17$38,851
53. General Overhead18$1,258,543
54. Union Administration19$763,680
55. Benefits20$1,311,164
56. Per Capita Tax $1,986,547
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$204,417
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 $258,572
  
66. Subtotal $8,780,755
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$579,514  
  67b. Less Total Disbursed$579,514  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $8,780,755
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 514-601

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    
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $0$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 514-601

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: 514-601

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$79,400$0$650$650
Automobiles and office equipment$79,400$0$650$650
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$650
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 514-601

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$204,417$204,417$204,417
Building improvements$78,942$78,942$78,942
Office equipment$58,561$58,561$58,561
Automobiles$66,914$66,914$66,914
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$204,417
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 514-601

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: 514-601

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      Salem$164,170 $164,170$358,000
Land  2 :      Portland$22,000 $22,000$48,000
Land  3 :      Eugene$20,000 $20,000$44,000
B. Buildings (give location)    
Building  1 :      Salem, Portland, Eugene$1,806,148$899,990$906,158$1,850,000
C. Automobiles and Other Vehicles$388,575$227,974$160,601$110,000
D. Office Furniture and Equipment$259,934$167,463$92,471$20,000
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $2,660,827$1,295,427$1,365,400$2,430,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 514-601

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $1,329
Member receivable$1,329
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 514-601

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$0$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $0$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 514-601

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: 514-601

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 514-601

(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 		Stoelb ,  George   T
President
C		$86,305$15,485$101,790
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		23 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		77 %
A
B
C 		Wirth ,  Ma'Lena   H
Vice President
C		$0$8,087$8,087
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		57 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		43 %
A
B
C 		Hofer ,  Mary   P
Secretary
C		$340$7,962$8,302
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		58 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		42 %
A
B
C 		Luisi ,  Bonnie   K
Jr. Past President
C		$0$6,475$6,475
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		29 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		71 %
A
B
C 		Forbes ,  Kathy   E
Zone 1 Director
C		$1,514$3,627$5,141
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		39 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		61 %
A
B
C 		Carlson ,  Jane   M
Zone 2 Director
C		$1,153$2,203$3,356
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		40 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		60 %
A
B
C 		Gourley ,  Lisa   J
Zone 3 Director
C		$1,183$6,174$7,357
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		55 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		45 %
A
B
C 		Jones ,  Teri   H
Zone 4 Director
C		$801$7,698$8,499
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		48 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		52 %
A
B
C 		Powell ,  Aaron   J
Zone 5 Director
C		$1,320$5,716$7,036
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		27 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		73 %
A
B
C 		McCanna ,  Monica   L
Zone 6 Director
C		$0$8,671$8,671
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		48 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		52 %
A
B
C 		Young-Whitnah ,  Anjee   M
Zone 7 Director
N		$0$849$849
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		36 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		64 %
A
B
C 		Rodarte ,  Adrian   S
Zone 7 Director
P		$0$4,064$4,064
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		29 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		71 %
A
B
C 		Shidaker ,  Richard   A
Treasurer
C		$0$0
I
Schedule 15
Representational Activities 		33 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		55 %
Total Officer Disbursements$92,616$0$77,011$0$169,627
Less Deductions     
Net Disbursements    $169,627
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 514-601

(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 		Johnson ,  Ahrien  
Field Representative
N/A		$70,800$5,969$4,074$80,843
I
Schedule 15
Representational Activities 		97 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Wilcox ,  Amanda  
Secretary
N/A		$49,733$511$85$50,329
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		80 % Schedule 19
Administration
A
B
C 		Ash-Meyerdierk ,  April  
Organizer
N/A		$76,714$4,072$4,434$85,220
I
Schedule 15
Representational Activities 		94 % Schedule 16
Political Activities and Lobbying 		6 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Bradetich ,  Robert   T
Field Representative
N/A		$80,440$2,498$1,956$84,894
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Larsen ,  Bradley   S
Director of Fiscal Operat
N/A		$93,404$1,870$0$95,274
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		4 % Schedule 18
General Overhead 		75 % Schedule 19
Administration 		20 %
A
B
C 		Fitzpatrick ,  Celest  
Accounting Assistant
N/A		$40,839$336$10$41,185
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 		McNally ,  Christine   D
Executive Secretary
N/A		$64,138$432$67$64,637
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		95 % Schedule 19
Administration 		5 %
A
B
C 		Drought ,  Cynthia  
Secretary/Field Rep
N/A		$41,285$3,157$1,121$45,563
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration
A
B
C 		De Yoe ,  Connie   L
Education/Training Spec
N/A		$59,766$1,649$506$61,921
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		60 % Schedule 19
Administration
A
B
C 		Meyer ,  Cydnie  
Field Representative
N/A		$67,339$1,477$1,330$70,146
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 		Erlenbusch ,  Deborah  
Field Representative
N/A		$76,714$2,243$4,376$83,333
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Edwards ,  Edward   L
Director of Gov Relations
N/A		$103,663$3,840$1,892$109,395
I
Schedule 15
Representational Activities 		14 % Schedule 16
Political Activities and Lobbying 		46 % Schedule 17
Contributions 		Schedule 18
General Overhead 		20 % Schedule 19
Administration 		20 %
A
B
C 		Edge ,  Elissa   M
Organizer
N/A		$79,593$7,382$4,465$91,440
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Ortega ,  Gabe  
Field Representative
N/A		$72,873$1,248$2,358$76,479
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Tolstead ,  Guy   S
Computer Technology Spec
N/A		$12,384$12,384
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		80 % Schedule 19
Administration
A
B
C 		Meyerdierk ,  Howard   W
Field Representative
N/A		$76,714$1,107$1,697$79,518
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Cox ,  Jason  
Communications Spec II
N/A		$68,877$1,740$101$70,718
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		23 % Schedule 17
Contributions 		Schedule 18
General Overhead 		77 % Schedule 19
Administration
A
B
C 		Rosvold ,  Jason  
Field Representative
N/A		$70,008$4,494$2,175$76,677
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Ming ,  Jerry  
Budget and Research Spec
N/A		$59,437$1,220$60,657
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		20 % Schedule 19
Administration
A
B
C 		Simmons ,  Jill   R
Field Representative
N/A		$79,593$1,125$476$81,194
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 		Tift ,  James  
Field Representative
N/A		$81,573$2,088$2,076$85,737
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		McElwain ,  Katherine  
Secretary
N/A		$42,299$14$212$42,525
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		60 % Schedule 19
Administration
A
B
C 		Bonner ,  Kimberly   L
Field Representative
N/A		$80,440$1,705$1,573$83,718
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 		Munoz ,  Lesly  
Organizer
N/A		$71,196$3,449$4,527$79,172
I
Schedule 15
Representational Activities 		93 % Schedule 16
Political Activities and Lobbying 		7 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Hallman ,  Linda  
Office Coordinator
N/A		$53,582$350$75$54,007
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		60 % Schedule 19
Administration
A
B
C 		Zell ,  Jacqueline   R
Secretary
N/A		$46,972$32$47,004
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 		Brant ,  Mary Kay  
Field Representative
N/A		$77,861$2,273$3,489$83,623
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Plett ,  Michael   E
Communications Spec I
N/A		$75,974$3,204$443$79,621
I
Schedule 15
Representational Activities 		17 % Schedule 16
Political Activities and Lobbying 		23 % Schedule 17
Contributions 		Schedule 18
General Overhead 		60 % Schedule 19
Administration
A
B
C 		Khalili ,  Mimi  
Organizer
N/A		$37,305$1,152$1,575$40,032
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Ramirez ,  Richard   A
Director of Organizing
N/A		$108,533$4,456$3,543$116,532
I
Schedule 15
Representational Activities 		46 % Schedule 16
Political Activities and Lobbying 		6 % Schedule 17
Contributions 		Schedule 18
General Overhead 		33 % Schedule 19
Administration 		15 %
A
B
C 		Shidaker ,  Rick   A
Executive Director
N/A		$126,298$8,499$6,027$140,824
I
Schedule 15
Representational Activities 		33 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		55 %
A
B
C 		McIntosh ,  Sandra  
Secretary
N/A		$17,403$421$374$18,198
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		60 % Schedule 19
Administration
A
B
C 		Harris ,  Shawna   S
Field Representative
N/A		$79,756$1,220$1,770$82,746
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 		Younce ,  Shawn  
Maintenance Technician
N/A		$51,238$1,104$77$52,419
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 		Metzger ,  Soren  
Government Relations Spec
N/A		$72,873$4,229$3,564$80,666
I
Schedule 15
Representational Activities 		30 % Schedule 16
Political Activities and Lobbying 		70 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Sears ,  Steven  
Field Representative
N/A		$43,166$1,034$2,785$46,985
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Greeley ,  Susan  
Field Representative
N/A		$70,584$3,025$4,558$78,167
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 		Miller ,  Susan  
Director of Field Oper
N/A		$98,787$5,764$2,385$106,936
I
Schedule 15
Representational Activities 		64 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		20 % Schedule 19
Administration 		15 %
A
B
C 		Staudinger ,  Teri  
Field Representative
N/A		$64,366$1,886$4,223$70,475
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Welp ,  Timothy  
Field Representative
N/A		$70,296$2,628$4,384$77,308
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Miller ,  Tracey  
Field Representative
N/A		$78,643$2,141$3,723$84,507
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 		Stock ,  Tyler  
Government Relations Spec
N/A		$22,099$353$218$22,670
I
Schedule 15
Representational Activities 		1 % Schedule 16
Political Activities and Lobbying 		99 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Whitmire ,  Tyler  
Field Representative
N/A		$72,342$5,683$3,732$81,757
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$10,085$819$285$11,189
I Schedule 15
Representational Activities 		68 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		27 % Schedule 19
Administration
Total Employee Disbursements$2,897,985$0$103,899$86,741$3,088,625
Less Deductions    $579,514
Net Disbursements    $2,509,111
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 514-601

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 14,683 
Agency Fee Payers*5,716
Total Members/Fee Payers20,399 
*Agency Fee Payers are not considered members of the labor organization.
Regular14,683Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 514-601

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$102,123
2. Named Payer Non-itemized Receipts$15,886
3. All Other Receipts$224,774
4. Total Receipts$342,783
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$3,811
5. All Other Disbursements$35,040
6. Total Disbursements$38,851
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$37,235
2. Named Payee Non-itemized Disbursements$36,587
3. To Officers$0
4. To Employees$2,111,765
5. All Other Disbursements$81,438
6. Total Disbursements$2,267,025
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$290,939
2. Named Payee Non-itemized Disbursements$269,677
3. To Officers$0
4. To Employees$606,183
5. All Other Disbursements$91,744
6. Total Disbursements$1,258,543
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$296,531
2. Named Payee Non-itemized Disbursements$46,219
3. To Officers$53,735
4. To Employees$211,728
5. All Other Disbursements$83,743
6. Total Disbursements$691,956
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$444,216
2. Named Payee Non-itemized Disbursements$37,315
3. To Officers$115,892
4. To Employees$155,139
5. All Other Disbursements$11,118
6. Total Disbursements$763,680
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 514-601

Name and Address
(A)
American Federation of Teachers

555 New Jersey Ave NW
Washington
DC
20001
Type or Classification
(B)
Labor union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$102,123
Total Non-Itemized Transactions with this Payee/Payer$3,709
Total of All Transactions with this Payee/Payer for This Schedule$105,832
Expense reimbursements07/15/2016$5,446
Expense reimbursements08/15/2016$22,849
Expense reimbursements09/15/2016$6,599
Expense reimbursements10/15/2016$7,096
Expense reimbursements11/15/2016$6,599
Expense reimbursements12/15/2016$6,599
Expense reimbursements02/15/2017$9,687
Expense reimbursements04/15/2017$37,248
Name and Address
(A)
American United Life Insurance Company

1 American Sq Ste 368
Indianapolis
IN
46282
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,177
Total of All Transactions with this Payee/Payer for This Schedule$12,177
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 514-601

Name and Address
(A)
Bridgetown Publishing

5300 N Channel Ave
Portland
OR
97217
Type or Classification
(B)
Publishing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$37,235
Total Non-Itemized Transactions with this Payee/Payer$28,775
Total of All Transactions with this Payee/Payer for This Schedule$66,010
Journal Printing/Postage06/30/2016$7,599
Journal Printing/Postage11/16/2016$15,452
Journal Printing/Postage11/30/2016$6,426
Journal Printing/Postage05/11/2017$7,758
Name and Address
(A)
Delta Airlines
20706

Atlanta
GA
30320
Type or Classification
(B)
Airline
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,812
Total of All Transactions with this Payee/Payer for This Schedule$7,812
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 514-601

Name and Address
(A)
AFT Washington

625 Andover Park W #111
Tukwila
WA
98188
Type or Classification
(B)
Contribution
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,000
Conference Contribution02/06/2017$6,000
Name and Address
(A)
Central Labor Council Northwest Oregon

3645 SE 32nd Ave
Portland
OR
97202
Type or Classification
(B)
Labor Council
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$26,650
Total of All Transactions with this Payee/Payer for This Schedule$26,650
Name and Address
(A)
Central Oregonians for Responsible Education
95

Bend
OR
97709
Type or Classification
(B)
PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution04/19/2017$5,000
Name and Address
(A)
Committee to Re-elect Brad Avakian

1319 MLK Jr Blvd Suite #204
Portland
OR
97214
Type or Classification
(B)
PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$45,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$45,000
Contribution10/19/2016$45,000
Name and Address
(A)
Corvallis Kids Count

946 NW Circle Blvd
Corvallis
OR
97330
Type or Classification
(B)
PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,000
Contribution10/21/2016$6,000
Name and Address
(A)
Elect Ellen Rosenblum Attorney General
42307

Portland
OR
97214
Type or Classification
(B)
PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution10/05/2016$5,000
Name and Address
(A)
Friends of Chris Gorsek
42307

Portland
OR
97242
Type or Classification
(B)
PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution10/19/2016$5,000
Name and Address
(A)
Friends of Jennifer Williamson
42307

Portland
OR
97242
Type or Classification
(B)
PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution10/18/2016$5,000
Name and Address
(A)
Friends of Michael Denbrow
42307

Portland
OR
97242
Type or Classification
(B)
PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution10/05/2016$5,000
Name and Address
(A)
Friends of Sara for Lake Oswego School District

1416 Greentee Circle
Lake Oswego
OR
97034
Type or Classification
(B)
PAC
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
Contribution03/24/2017$10,000
Name and Address
(A)
Friends of Tina Kotek
42307

Portland
OR
97242
Type or Classification
(B)
PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution10/05/2016$5,000
Name and Address
(A)
Kate Brown Committee
42307

Portland
OR
97242
Type or Classification
(B)
PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,375
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$15,375
Contribution10/05/2016$15,375
Name and Address
(A)
Keep Lake Oswego Schools First
42307

Portland
OR
97242
Type or Classification
(B)
PAC
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
Contribution03/24/2017$25,000
Name and Address
(A)
Moxie Media
30084

Seattle
WA
97113
Type or Classification
(B)
Postal Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$16,891
Total of All Transactions with this Payee/Payer for This Schedule$16,891
Name and Address
(A)
NW Workers Justice Project

812 SW Washington St
Portland
OR
97205
Type or Classification
(B)
Nonprofit
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer$2,500
Total of All Transactions with this Payee/Payer for This Schedule$12,500
Donation12/14/2016$10,000
Name and Address
(A)
Oregon Center for Public Policy
7

Silverton
OR
97381
Type or Classification
(B)
Nonprofit
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
Contribution12/14/2016$25,000
Name and Address
(A)
Oregon Labor Candidate School
86161

Portland
OR
97286
Type or Classification
(B)
Nonprofit
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
Contribution02/24/2017$10,000
Name and Address
(A)
Our Oregon

813 SW Alder St Ste 800A
Portland
OR
97205
Type or Classification
(B)
Legislative Tracking Service
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
Tracking Service09/16/2016$5,000
Name and Address
(A)
Paul Holvey for State Rep
51416

Eugene
OR
97405
Type or Classification
(B)
PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution10/05/2016$5,000
Name and Address
(A)
Phoenix Grand Hotel

201 Liberty St SE
Salem
OR
97301
Type or Classification
(B)
Lodging
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$21,770
Total Non-Itemized Transactions with this Payee/Payer$178
Total of All Transactions with this Payee/Payer for This Schedule$21,948
Lodging for LED event and meals03/20/2017$21,770
Name and Address
(A)
Renew Replace Renovate

34950 Roberts Lane
St. Helens
OR
97501
Type or Classification
(B)
PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution10/19/2016$5,000
Name and Address
(A)
Salem Convention Center

200 Commercial St SE
Salem
OR
97301
Type or Classification
(B)
Convention Venue
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$17,386
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$17,386
Convention Fees04/20/2017$17,386
Name and Address
(A)
Vote Yes for Schools
284

Hermiston
OR
97838
Type or Classification
(B)
PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution10/06/2016$5,000
Name and Address
(A)
Yes for Student Success
42307

Portland
OR
97242
Type or Classification
(B)
PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$20,000
Contribution10/24/2016$20,000
Name and Address
(A)
Yes on 97

519 SW 3rd Ave Suite 801
Portland
OR
97204
Type or Classification
(B)
PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$35,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$35,000
Donation10/05/2016$35,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 514-601

Name and Address
(A)




-1
Type or Classification
(B)
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 514-601

Name and Address
(A)
ABC Printers

1375 Cross St SE
Salem
OR
97302
Type or Classification
(B)
Printer
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,832
Total of All Transactions with this Payee/Payer for This Schedule$6,832
Name and Address
(A)
Allhdd.com

9229 Queens Blvd Ste 2F
Rego Park
NY
11374
Type or Classification
(B)
Technology
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,433
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,433
Technology Hardware11/25/2016$7,433
Name and Address
(A)
American Federation of Teachers

555 New Jersey Ave NW
Washington
DC
20001
Type or Classification
(B)
Labor union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$58,421
Total of All Transactions with this Payee/Payer for This Schedule$58,421
Name and Address
(A)
CenturyLink
91155

Seattle
WA
98111
Type or Classification
(B)
Telecommunications
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,979
Total of All Transactions with this Payee/Payer for This Schedule$8,979
Name and Address
(A)
Comcast
34744

Seattle
WA
98124
Type or Classification
(B)
Telecommunications
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,687
Total of All Transactions with this Payee/Payer for This Schedule$7,687
Name and Address
(A)
CompEx, LLC

6107 SW Murray Blvd #309
Beaverton
OR
97008
Type or Classification
(B)
Technology Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$74,142
Total Non-Itemized Transactions with this Payee/Payer$3,735
Total of All Transactions with this Payee/Payer for This Schedule$77,877
Technology Consultation and Servicing10/07/2016$11,177
Technology Consultation and Servicing12/28/2016$20,265
Technology Consultation and Servicing02/10/2017$7,830
Technology Consultation and Servicing02/17/2017$8,865
Technology Consultation and Servicing04/20/2017$11,200
Technology Consultation and Servicing05/18/2017$7,045
Technology Consultation and Servicing05/24/2017$7,760
Name and Address
(A)
Costco
78019

Phoenix
AZ
85062
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$6,538
Total of All Transactions with this Payee/Payer for This Schedule$6,538
Name and Address
(A)
Dell Computers

One Dell Way
Round Rock
TX
78682
Type or Classification
(B)
Technology Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,427
Total of All Transactions with this Payee/Payer for This Schedule$11,427
Name and Address
(A)
Fred Meyer

3800 SE 22nd Ave
Portland
OR
97202
Type or Classification
(B)
Grocery Store
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,277
Total of All Transactions with this Payee/Payer for This Schedule$11,277
Name and Address
(A)
GTT Telecommunications
842630

Dallas
TX
75284
Type or Classification
(B)
Telecommunications
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,843
Total Non-Itemized Transactions with this Payee/Payer$24,086
Total of All Transactions with this Payee/Payer for This Schedule$31,929
Phone Lines and Internet05/03/2017$7,843
Name and Address
(A)
Integra Telecom
2966

Milwaukie
WI
53201
Type or Classification
(B)
Telecommunications
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,927
Total of All Transactions with this Payee/Payer for This Schedule$9,927
Name and Address
(A)
Local 290 Trn Center

20220 SW Teton Ave
Tualatin
OR
97062
Type or Classification
(B)
Real Estate Rental
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,200
Total of All Transactions with this Payee/Payer for This Schedule$10,200
Name and Address
(A)
Marion County Tax Collector
3416

Portland
OR
97208
Type or Classification
(B)
Property Tax Collector
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$35,793
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$35,793
Property Taxes10/21/2016$35,793
Name and Address
(A)
Metro

3506 NE 35th Ave
Portland
OR
97210
Type or Classification
(B)
Postal Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,522
Total Non-Itemized Transactions with this Payee/Payer$29,053
Total of All Transactions with this Payee/Payer for This Schedule$37,575
Postage09/08/2016$8,522
Name and Address
(A)
Microsoft

One Microsoft Way
Redmond
WA
98052
Type or Classification
(B)
Technology
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,612
Total of All Transactions with this Payee/Payer for This Schedule$5,612
Name and Address
(A)
Northwest Information Systems

4900 SW Griffith Dr Ste 250
Beaverton
OR
97005
Type or Classification
(B)
Technology Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$36,036
Total Non-Itemized Transactions with this Payee/Payer$6,743
Total of All Transactions with this Payee/Payer for This Schedule$42,779
Technology Equipment & Services06/08/2016$14,420
Technology Equipment & Services08/18/2016$13,093
Technology Equipment & Services11/16/2016$8,523
Name and Address
(A)
NW Natural
8905

Portland
OR
97255
Type or Classification
(B)
Utility Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,322
Total of All Transactions with this Payee/Payer for This Schedule$5,322
Name and Address
(A)
Office Depot
70025

Los Angeles
CA
90074
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$5,583
Total of All Transactions with this Payee/Payer for This Schedule$5,583
Name and Address
(A)
Portland General Electric
4438

Portland
OR
97208
Type or Classification
(B)
Electric Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$16,136
Total of All Transactions with this Payee/Payer for This Schedule$16,136
Name and Address
(A)
Ricoh USA (Wells Fargo)
650073

Dallas
TX
75265
Type or Classification
(B)
Equipment Leasing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$54,699
Total Non-Itemized Transactions with this Payee/Payer$2,959
Total of All Transactions with this Payee/Payer for This Schedule$57,658
Printing/Copying Charges06/30/2016$8,214
Printing/Copying Charges09/28/2016$8,214
Printing/Copying Charges01/26/2017$22,589
Printing/Copying Charges05/03/2017$15,682
Name and Address
(A)
Ricoh USA, Inc
31001-0850

Pasedena
CA
91110
Type or Classification
(B)
Equipment Leading Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$21,465
Total Non-Itemized Transactions with this Payee/Payer$2,052
Total of All Transactions with this Payee/Payer for This Schedule$23,517
Printing/Copying Charges06/30/2016$11,689
Printing/Copying Charges09/28/2016$9,776
Name and Address
(A)
Roth's/Creative Catering

1130 Wallace Rd NW
Salem
OR
97304
Type or Classification
(B)
Caterer
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,812
Total of All Transactions with this Payee/Payer for This Schedule$7,812
Name and Address
(A)
Southern Oregon Labor

4480 Rogue Valley Hwy #3
Central Point
OR
97502
Type or Classification
(B)
Real Estate Rental
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$16,340
Total of All Transactions with this Payee/Payer for This Schedule$16,340
Name and Address
(A)
Union Insurance Group

2125 W Roscoe St
Chicago
IL
60618
Type or Classification
(B)
Insurance Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$45,006
Total Non-Itemized Transactions with this Payee/Payer$5,785
Total of All Transactions with this Payee/Payer for This Schedule$50,791
Auto/Liability Insurance08/05/2016$10,006
Auto/Liability Insurance10/27/2016$10,006
Auto/Liability Insurance02/17/2017$13,533
Auto/Liability Insurance05/11/2017$11,461
Name and Address
(A)
WCP Solutions
84145

Seattle
WA
98124
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$7,171
Total of All Transactions with this Payee/Payer for This Schedule$7,171
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 514-601

Name and Address
(A)
Barran Liebman LLP

601 SW 2nd Ave Ste 2300
Portland
OR
97204
Type or Classification
(B)
Law Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$65,484
Total Non-Itemized Transactions with this Payee/Payer$4,347
Total of All Transactions with this Payee/Payer for This Schedule$69,831
Legal Representation09/28/2016$11,377
Legal Representation10/27/2016$5,195
Legal Representation11/16/2016$5,081
Legal Representation01/26/2017$12,072
Legal Representation02/24/2017$12,658
Legal Representation03/20/2017$13,731
Legal Representation04/27/2017$5,370
Name and Address
(A)
Boldt, Carlisle & Smith

480 Church St SE
Salem
OR
97301
Type or Classification
(B)
Accounting Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$26,000
Total Non-Itemized Transactions with this Payee/Payer$1,500
Total of All Transactions with this Payee/Payer for This Schedule$27,500
Tax & Audit Services08/25/2016$19,200
Tax & Audit Services09/08/2016$6,800
Name and Address
(A)
Frank Doolittle

11811 NE 1st St Suite A-209
Bellevue
WA
98005
Type or Classification
(B)
Marketing Supplies
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,176
Total Non-Itemized Transactions with this Payee/Payer$10,784
Total of All Transactions with this Payee/Payer for This Schedule$21,960
Pins, Buttons, Posters11/30/2016$11,176
Name and Address
(A)
Michael Tedesco Law Group

12780 SE Stark St
Portland
OR
97233
Type or Classification
(B)
Law Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$218,545
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$218,545
Legal Services06/30/2016$18,000
Legal Services07/31/2016$18,000
Legal Services08/31/2016$18,000
Legal Services09/30/2016$18,157
Legal Services10/31/2016$18,000
Legal Services11/30/2016$18,000
Legal Services12/31/2016$18,854
Legal Services01/31/2017$18,000
Legal Services02/28/2017$18,000
Legal Services03/31/2017$18,000
Legal Services04/30/2017$18,551
Legal Services05/31/2017$18,983
Name and Address
(A)
North Santiam School District

1155 N 3rd Ave
Stayton
OR
97383
Type or Classification
(B)
School district
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
Arbitration award12/28/2016$5,000
Name and Address
(A)
Oregon AFSCME

1400 Tandem Ave NE
Salem
OR
97301
Type or Classification
(B)
Labor Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,855
Total Non-Itemized Transactions with this Payee/Payer$20,684
Total of All Transactions with this Payee/Payer for This Schedule$33,539
PERS Legal Rep03/13/2017$6,772
PERS Legal Rep04/07/2017$6,083
Name and Address
(A)
Red Lion Hotels

909 N Hayden Island Dr
Portland
OR
97217
Type or Classification
(B)
Lodging
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$94,313
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$94,313
Conference Lodging and Meals06/30/2016$94,313
Name and Address
(A)
Southern Oregon Audio

545 Rogue River Hwy
Grants Pass
OR
97527
Type or Classification
(B)
Audiovisual Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,843
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,843
Audiovisual for Conference01/26/2017$10,843
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 514-601

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$1,311,164
Staff Life InsuranceAmerican Fidelity$27,935
Staff Retiree InsuranceAmerican Fidelity HRA$90,603
Health InsuranceHealth Net$419,528
Health InsuranceKaiser Foundation$259,582
Workers' CompensationSAIF$8,415
Staff Life InsuranceTexas Life$7,197
Dental InsuranceMODA Health$64,819
Vision BenefitVision Service Plan$7,937
401(k) ContributionsThe Retirement Plan Company$425,148
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 514-601


Question 11(a):

Question 11(a): : Vernonia Schools Bond Committee (PAC #18129) Believe in Molalla Schools (PAC #17903) Yes on 97 (PAC #18134) Vote Yes for Schools (Hermiston) (PAC #13489) Fern Ridge Library 2016 (PAC #18256) Renew Replace Renovate (St. Helens) (PAC #18254) Corvallis Kids Count (PAC #14502) Yes for Student Success (Gresham) (PAC #5592) GR8 Tillamook Schools (PAC #18528) Keep Lake Oswego Schools First (PAC #18403) Coos Bay Best Bond (PAC #18468) Central Oregonians for Responsible Education (PAC #16265) Citizens for Sweet Home Schools (PAC #18507) Angela for Kids (PAC #18575) Brad Witt for State Rep (PAC #5079) Carrie Douglass for Bend-LaPine School Board (PAC #18498) Committee to Elect Stephanie Stephens (PAC #18369) Committee to Re-elect Brad Avakian (PAC #4152) Elect Ellen Rosenblum Attorney

General (PAC #15406) Elect Judy Newman (PAC #18503) Friends of Anadel Rocio (PAC #18409) Friends of Chris Gorsek (PAC #14515) Friends of Janeen Sollman (PAC #17890) Friends of Jennifer Williamson (PAC #15145) Friends of Ken Moore (PAC #16685) Friends of Michael Denbrow (PAC #10967) Friends of Nancy Nathanson (PAC #5152) Friends of Phil Barnhart (PAC #3481) Friends of Rob Wagner (PAC #18396) Friends of Sara for Lake Oswego School District (PAC #18445) Friends of Tina Kotek (PAC #4792) Gomberg for State Rep (PAC #15348) Kate Brown Committee (PAC #931) Larry Trott for State Rep (PAC #17876) Paul Holvey for State Rep (PAC #4788) Thomas Colett for Beaverton School Board (PAC #16170) All file reports with the Oregon Secretary of State.

Question 12: Annual audit of Association's financial statements was performed by Boldt Carlisle + Smith.

Question 15: Obsolete technology with $0 value and $18,829 cost basis was taken to the dump.

Schedule 13, Row1:

Schedule 13, Row1::Members are those who sign membership cards. They pay full dues and therefore enjoy all the benefits of membership including the rights to fully participate in the internal activities of the union. Regular membership also confers the right to vote in union elections and the union contract.

Schedule 13, Row1:

Schedule 13, Row1::

General Information: Association time release is requested by the association member or board member for a specific activity and time period. The requested time release is reviewed for approval by either the association executive director or association state president. If the request is approved then a notice is provided to the member and their employer (School District, Head Start, Community College, etc). The employer then approves for their time off from work and sends an invoice to the association for the cost of paying the member while off work. The association then sends a check directly to the employer for payment of time release which can include salary and benefits for the member.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)