U.S. Department of Labor
Office of Labor-Management Standards
Washington, DC 20210 		FORM LM-2 LABOR ORGANIZATION ANNUAL REPORT Form Approved
Office of Management and Budget
No. 1245-0003
Expires: 07-31-2019
MUST BE USED BY LABOR ORGANIZATIONS WITH $250,000 OR MORE IN TOTAL ANNUAL RECEIPTS AND LABOR ORGANIZATIONS IN TRUSTEESHIP

This report is mandatory under P.L. 86-257, as amended.  Failure to comply may result in criminal prosecution, fines, or civil penalties as provided by 29 U.S.C. 439 or 440.
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.
For Official Use Only
1. FILE NUMBER
512-443
2. PERIOD COVERED
From07/01/2016
Through06/30/2017
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
TEACHERS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
STATE FEDERATION
 6. DESIGNATION NBR
8035
7. UNIT NAME (if any)
OREGON
8. MAILING ADDRESS (Type or print in capital letters)
First Name
David
 Last Name
Rives
P.O Box - Building and Room Number

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


9. Are your organization's records kept at its mailing address?


Yes

Each of the undersigned, duly authorized officers of the above labor organization, declares, under penalty of perjury and other applicable penalties of law, that all of the information submitted in this report (including information contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned individual's knowledge and belief, true, correct and complete (See Section V on penalties in the instructions.)
70. SIGNED:David J RivesPRESIDENT71. SIGNED:Jeffrey J GriderTREASURER
Date:Sep 28, 2017Telephone Number:971-888-5665Date:Sep 28, 2017Telephone Number:503-744-0505
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 512-443
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?No
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?No
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?04/2019
20. How many members did the labor organization have at the end of the reporting period?8,989
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/FeesVariouspermonth4.3835.00
(b) Working Dues/Fees0per00
(c) Initiation Fees0per00
(d) Transfer Fees0per00
(e) Work Permits0per00

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

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $1,812,767$1,943,580
23. Accounts Receivable1$359,306$473,178
24. Loans Receivable2$0
25. U.S. Treasury Securities $0$0
26. Investments5$0
27. Fixed Assets6$1,093,532$1,042,873
28. Other Assets7$29,546$25,079
29. TOTAL ASSETS $3,295,151$3,484,710

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$67,806$62,288
31. Loans Payable9$0
32. Mortgages Payable $524,425$489,245
33. Other Liabilities10$73,985$96,695
34. TOTAL LIABILITIES $666,216$648,228
35. NET ASSETS$2,628,935$2,836,482
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 512-443

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $0
37. Per Capita Tax $2,595,094
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $0
41. Dividends $0
42. Rents $0
43. Sale of Investments and Fixed Assets3$0
44. Loans Obtained9$0
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $33,532
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$340,386
49. TOTAL RECEIPTS $2,969,012
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$1,133,050
51. Political Activities and Lobbying16$245,830
52. Contributions, Gifts, and Grants17$70,600
53. General Overhead18$506,735
54. Union Administration19$452,381
55. Benefits20$296,338
56. Per Capita Tax $556
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$0
61. Loans Made2$0
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $30,954
64. On Behalf of Individual Members $0
65. Direct Taxes $101,755
  
66. Subtotal $2,838,199
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$285,771  
  67b. Less Total Disbursed$285,771  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $2,838,199
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 512-443

Entity or Individual Name
(A) 		Total Account Receivable
(B) 		90-180 Days
Past Due
(C) 		180+ Days
Past Due
(D) 		Liquidated Account
Receivable
(E)
Total of all itemized accounts receivable$0$0$0$0
Totals from all other accounts receivable$473,178   
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $473,178$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 512-443

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A) 		Loans
Outstanding at
Start of Period
(B) 		Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1) 		Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not listed above     
Total of all lines above$0$0$0$0$0
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 512-443

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Gross Sales Price
(D) 		Amount Received
(E)
Total of all lines above$72,330$11,335$361$0
Furniture & equipment disposals$72,330$11,335$361$0
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 512-443

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

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost
B. Total Book Value
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
Other Investments 
D. Total Cost
E. Total Book Value
F. List each other investment which has a book value over $5,000 and exceeds 5% of Line E.  Also, list each subsidiary for which separate reports are attached.  
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 512-443

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      10228 SW Capitol Hwy, Portland, OR$165,240 $165,240$165,240
B. Buildings (give location)    
Building  1 :      10228 SW Capitol Hwy, Portland, OR$982,362$125,944$856,418$856,418
C. Automobiles and Other Vehicles
D. Office Furniture and Equipment$54,976$33,761$21,215$21,215
E. Other Fixed Assets$4,635$4,635$0$0
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,207,213$164,340$1,042,873$1,042,873
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 512-443

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $25,079
Prepaid expenses$21,469
Loan Costs net of accumulated amortization$3,610
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 512-443

Entity or Individual Name
(A) 		Total Account
Payable
(B) 		90-180 Days
Past Due
(C) 		180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable$0$0$0$0
Total from all other accounts payable$62,288$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $62,288$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 512-443

Source of Loans Payable at Any
Time During the Reporting Period
(A) 		Loans Owed at
Start of Period
(B) 		Loans Obtained
During Period
(C) 		Repayment
During Period
Cash
(D)(1) 		Repayment
During Period
Other Than Cash
(D)(2) 		Loans Owed at
End of Period
(E)
Total Loans Payable$0$0$0$0$0
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 512-443

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $96,695
Payroll withholdings payable$14,067
Accrued Vacation$82,628
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 512-443

(A)
Name		(B)
Title		(C)
Status		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances
Disbursed 		(F)
Disbursements for Official Business 		(G)
Other
Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Rives ,  David   J
President
C		$96,455$8,996$105,451
I
Schedule 15
Representational Activities 		29 % Schedule 16
Political Activities and Lobbying 		11 % Schedule 17
Contributions 		Schedule 18
General Overhead 		55 % Schedule 19
Administration 		5 %
A
B
C 		Reagan ,  Belinda  
Executive VP
C		$0$242$242
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Hunter ,  Devin  
Secretary
C		$0$295$295
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Grider ,  Jeff  
Treasurer
C		$0$775$775
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Rodriguez ,  Jaime  
VP Political Action
C		$0$995$995
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Bertoglio ,  Brianna  
VP
C		$0$474$474
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Cain ,  Shaun  
VP
C		$0$1,176$1,176
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Catena ,  Michele  
VP
C		$0$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 		Cowan ,  Kelly  
VP
C		$0$139$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 		Dreiling ,  Michael  
VP
C		$0$236$236
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Garcia-Davidson ,  Elisabeth  
VP
C		$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Kapocias ,  Bernadette  
VP
C		$0$1,810$1,810
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Lowndes ,  Joseph  
VP
C		$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Osterloh ,  Kris  
VP
C		$0$396$396
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Sykora ,  Mary  
VP
C		$0$687$687
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$96,455$0$17,221$0$113,676
Less Deductions    $38,143
Net Disbursements    $75,533
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 512-443

(A)
Name		(B)
Title		(C)
Other Payer		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances Disbursed 		(F)
Disbursements for Official Business 		(G)
Other Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Goldberg ,  Ada   A
Organizer
n/a		$45,378$3,356$48,734
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		0 % Schedule 19
Administration 		1 %
A
B
C 		Gorry ,  Andrew  
Comm Coord
n/a		$72,193$2,102$74,295
I
Schedule 15
Representational Activities 		48 % Schedule 16
Political Activities and Lobbying 		13 % Schedule 17
Contributions 		Schedule 18
General Overhead 		34 % Schedule 19
Administration 		5 %
A
B
C 		James ,  Janella   M
Executive Director
n/a		$100,313$5,993$106,306
I
Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		Schedule 18
General Overhead 		64 % Schedule 19
Administration 		8 %
A
B
C 		Mayo-Kelley ,  Debra   A
Field Rep
n/a		$77,489$6,386$83,875
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		0 %
A
B
C 		Mackey ,  Deirdre  
Admin & Fin Asst
n/a		$50,815$1,251$52,066
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 		Parish Taylor ,  Jennifer  
Admin Prog Coord
n/a		$69,717$4,014$73,731
I
Schedule 15
Representational Activities 		77 % Schedule 16
Political Activities and Lobbying 		11 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		12 %
A
B
C 		Trist ,  Julia   H
Organizer
n/a		$75,063$5,075$80,138
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 		Bartholomew ,  Karen   A
Field Rep
n/a		$80,386$9,205$89,591
I
Schedule 15
Representational Activities 		93 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		2 % Schedule 19
Administration 		4 %
A
B
C 		Leach ,  Leah   C
Admin Office Coord
n/a		$55,164$477$55,641
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 		Swift ,  Marcus  
Dir.Pol. & Legisl Affairs
n/a		$79,308$6,610$85,918
I
Schedule 15
Representational Activities 		19 % Schedule 16
Political Activities and Lobbying 		47 % Schedule 17
Contributions 		Schedule 18
General Overhead 		9 % Schedule 19
Administration 		25 %
A
B
C 		Graybeal ,  Maria   C
Organizer
n/a		$54,633$6,178$60,811
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 		Palma ,  Rodolfo  
Field Rep
n/a		$77,489$12,134$89,623
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		1 %
A
B
C 		Sevey ,  Sarah   C
Fin Op Dir
n/a		$78,500$2,620$81,120
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		94 % Schedule 19
Administration
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$33,043$63$33,106
I Schedule 15
Representational Activities 		27 % Schedule 16
Political Activities and Lobbying 		60 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		13 % Schedule 19
Administration 		0 %
Total Employee Disbursements$949,491$0$65,464$0$1,014,955
Less Deductions    $247,628
Net Disbursements    $767,327
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 512-443

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 8,989 
Agency Fee Payers*3,908
Total Members/Fee Payers12,897 
*Agency Fee Payers are not considered members of the labor organization.
Full-time3,195Yes
Half-time4,086Yes
Quarter-time1,027Yes
Eigth-time513Yes
Leave or layoff168Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 512-443

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$241,124
2. Named Payer Non-itemized Receipts$58,508
3. All Other Receipts$40,754
4. Total Receipts$340,386
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$53,500
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$17,100
6. Total Disbursements$70,600
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$421,105
2. Named Payee Non-itemized Disbursements$38,859
3. To Officers$30,581
4. To Employees$586,908
5. All Other Disbursements$55,597
6. Total Disbursements$1,133,050
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$66,804
2. Named Payee Non-itemized Disbursements$140,496
3. To Officers$57,998
4. To Employees$183,378
5. All Other Disbursements$58,059
6. Total Disbursements$506,735
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$124,500
2. Named Payee Non-itemized Disbursements$11,427
3. To Officers$11,600
4. To Employees$89,449
5. All Other Disbursements$8,854
6. Total Disbursements$245,830
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$180,225
2. Named Payee Non-itemized Disbursements$37,341
3. To Officers$13,498
4. To Employees$155,221
5. All Other Disbursements$66,096
6. Total Disbursements$452,381
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 512-443

Name and Address
(A)
American Federation of Teachers

555 New Jersey Avenue
Washington
DC
20001
Type or Classification
(B)
Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$175,268
Total Non-Itemized Transactions with this Payee/Payer$58,508
Total of All Transactions with this Payee/Payer for This Schedule$233,776
Rebate07/22/2016$6,818
Rebate01/31/2017$6,053
Rebate04/28/2017$5,919
Member benefits funding support07/29/2016$5,657
Member benefits funding support12/21/2016$19,600
SAPO Grant10/07/2016$7,252
SAPO Grant02/27/2017$14,505
SAPO Grant06/16/2017$7,252
Solidarity Fund Assistance07/22/2016$31,242
Solidarity Fund Assistance11/04/2016$15,577
Solidarity Fund Assistance02/10/2017$27,635
Solidarity Fund Assistance06/02/2017$27,758
Name and Address
(A)
Hillsboro Classified United Local 4671

245 SE Fourth Avenue A
Hillsboro
OR
97123
Type or Classification
(B)
Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$40,935
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$40,935
HCU Organizer reimbursement10/14/2016$10,456
HCU Organizer reimbursement02/24/2017$15,698
HCU Organizer reimbursement04/11/2017$14,781
Name and Address
(A)
Oregon AFSCME Council 75

1400 Tandem Avenue NE
Salem
OR
97301
Type or Classification
(B)
Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$24,921
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$24,921
Legal fees refunded to PERS Coalition06/09/2017$24,921
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 512-443

Name and Address
(A)
American Federation of Teachers

555 New Jersey Ave.
Washington
DC
20001
Type or Classification
(B)
Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$184,174
Total Non-Itemized Transactions with this Payee/Payer$8,109
Total of All Transactions with this Payee/Payer for This Schedule$192,283
OSU Organizing Project01/25/2017$75,000
Oregon Internal Organizing Project04/13/2017$25,421
Oregon Internal Organizing Project03/01/2017$25,136
PSU Organizing06/29/2017$20,000
PSU Organizing01/25/2017$18,127
PSU Organizing07/11/2016$10,500
PSU Organizing07/11/2016$9,990
Name and Address
(A)
Oregon AFSCME Council 75

1400 Tandem Avenue NE
Salem
OR
97301
Type or Classification
(B)
Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,210
Total of All Transactions with this Payee/Payer for This Schedule$12,210
Name and Address
(A)
Stephanie Pollack, Creative Facilitations

2503 SE Ankeny Street
Portland
OR
97214
Type or Classification
(B)
Facilitator
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,125
Total Non-Itemized Transactions with this Payee/Payer$16,900
Total of All Transactions with this Payee/Payer for This Schedule$26,025
Staff development10/05/2016$9,125
Name and Address
(A)
United Academics Local 3209

872 East 13th Avenue
Eugene
OR
97401
Type or Classification
(B)
Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$212,806
Total Non-Itemized Transactions with this Payee/Payer$1,640
Total of All Transactions with this Payee/Payer for This Schedule$214,446
Percap assistance01/25/2017$19,189
Percap assistance05/03/2017$19,158
Percap assistance03/24/2017$19,040
Percap assistance06/14/2017$19,020
Percap assistance05/26/2017$18,801
Percap assistance08/03/2016$18,797
Percap assistance11/30/2016$17,515
Percap assistance01/25/2017$16,152
Percap assistance03/08/2017$15,853
Percap assistance09/28/2016$8,960
Percap assistance02/01/2017$8,352
Percap assistance05/12/2017$8,302
Percap assistance08/24/2016$8,258
Percap assistance11/07/2016$7,944
Percap assistance07/15/2016$7,465
Name and Address
(A)
Western States Center

310 SW 4th Ave Ste 1140
Portland
OR
97204
Type or Classification
(B)
Non-profit organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$15,000
Training08/18/2016$15,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 512-443

Name and Address
(A)
AFT-Oregon Candidate PAC

10228 SW Capitol Hwy
Portland
OR
97219
Type or Classification
(B)
PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$119,500
Total Non-Itemized Transactions with this Payee/Payer$3,250
Total of All Transactions with this Payee/Payer for This Schedule$122,750
AFT-OR Candidate PAC expense10/17/2016$47,750
AFT-OR Candidate PAC expense10/05/2016$25,000
AFT-OR Candidate PAC expense09/22/2016$20,500
AFT-OR Candidate PAC expense09/07/2016$13,750
AFT-OR Candidate PAC expense08/24/2016$12,500
Name and Address
(A)
Morel Ink

204 N 1st Street
Portland
OR
97208
Type or Classification
(B)
printers
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,177
Total of All Transactions with this Payee/Payer for This Schedule$8,177
Name and Address
(A)
Our Oregon

813 SW Alder St., Ste 800A
Portland
OR
97205
Type or Classification
(B)
Issues Coalition
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
2016 Van access09/28/2016$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 512-443

Name and Address
(A)
Northwest Accountability Project

1037 NE 65th Street #331
Seattle
WA
98115
Type or Classification
(B)
social welfare organization
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
Contribution per Exec Council10/05/2016$5,000
Name and Address
(A)
Oregon Center for Public Policy

204 N 1st Street
Portland
OR
97381
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
Contribution per Exec Council12/07/2016$10,000
Name and Address
(A)
OR Labor Candidate School

3645 SE 32nd Ave.
Portland
OR
97202
Type or Classification
(B)
Labor Candidate School
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,500
Contribution07/13/2016$8,500
Name and Address
(A)
Our Oregon

813 SW Alder St., Ste 800A
Portland
OR
97205
Type or Classification
(B)
Issues Coalition
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$30,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$30,000
Annual Dues03/01/2017$25,000
True Facts Oregon project03/01/2017$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 512-443

Name and Address
(A)
3544-Graduate Teaching Fellows

870 E 13th Avenue
Eugene
OR
97401-3742
Type or Classification
(B)
Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$19,429
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$19,429
Per Capita Overpayments09/01/2016$19,429
Name and Address
(A)
AT&T Mobility
6463

Carol Stream
IL
60197-6463
Type or Classification
(B)
Phone company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,024
Total of All Transactions with this Payee/Payer for This Schedule$9,024
Name and Address
(A)
Comcast

1701 John F Kennedy Blvd
Philadelphia
PA
19103
Type or Classification
(B)
Utilities
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,343
Total of All Transactions with this Payee/Payer for This Schedule$5,343
Name and Address
(A)
Key Bank Commercial Loan
94831

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

3511 SE Milwaukie Avenue
Portland
OR
97202
Type or Classification
(B)
Certified Public Accountants
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$22,000
Total Non-Itemized Transactions with this Payee/Payer$3,200
Total of All Transactions with this Payee/Payer for This Schedule$25,200
Audit and tax preparation11/16/2016$12,000
Audit and tax preparation09/07/2016$10,000
Name and Address
(A)
Lloyd Hayne & Associates, Ltd.


6312 SW Capitol Hwy
OR
97239
Type or Classification
(B)
IT Consultants
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,382
Total Non-Itemized Transactions with this Payee/Payer$22,225
Total of All Transactions with this Payee/Payer for This Schedule$32,607
Computers06/08/2017$10,382
Name and Address
(A)
Morel Ink

204 N 1st Street
Portland
OR
97208
Type or Classification
(B)
printers
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,020
Total of All Transactions with this Payee/Payer for This Schedule$11,020
Name and Address
(A)
Pitney Bowes Global
371887

Pittsburgh
PA
15250
Type or Classification
(B)
Postage and machine lease
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,561
Total of All Transactions with this Payee/Payer for This Schedule$7,561
Name and Address
(A)
Portland General Electric
4438

Portland
OR
97208
Type or Classification
(B)
Utilities
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,210
Total of All Transactions with this Payee/Payer for This Schedule$7,210
Name and Address
(A)
Tax Collector, Multnomah County
2716

Portland
OR
97208
Type or Classification
(B)
Property tax
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,993
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$14,993
Property tax10/31/2016$14,993
Name and Address
(A)
US Bank Equipment Finance
790448

St. Louis
MO
63179
Type or Classification
(B)
Office equipment lease
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$15,645
Total of All Transactions with this Payee/Payer for This Schedule$15,645
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 512-443

Name and Address
(A)
Bloomberg BNA
17009

Baltimore
MD
21297-1009
Type or Classification
(B)
Subscription
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,333
Total Non-Itemized Transactions with this Payee/Payer$3,261
Total of All Transactions with this Payee/Payer for This Schedule$17,594
Subscription09/21/2016$14,333
Name and Address
(A)
City of Seaside

989 Broadway Street
Seaside
OR
97138
Type or Classification
(B)
City
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,348
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$15,348
Winter school 201703/01/2017$15,348
Name and Address
(A)
Hilton Portland

921 SW Sixth Avenue
Portland
OR
97204
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$99,442
Total Non-Itemized Transactions with this Payee/Payer$138
Total of All Transactions with this Payee/Payer for This Schedule$99,580
AFT OR Annual Convention06/08/2017$74,043
AFT OR Annual Convention06/08/2017$13,903
AFT OR Annual Convention06/08/2017$11,496
Name and Address
(A)
Inn at Seaside

441 2nd Ave
Seaside
OR
97138
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,607
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,607
Winter School03/01/2017$10,607
Name and Address
(A)
Lloyd Hayne & Associates, Ltd.

6312 SW Capitol Hwy
Portland
OR
97239
Type or Classification
(B)
IT consultants
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,288
Total of All Transactions with this Payee/Payer for This Schedule$5,288
Name and Address
(A)
Morel Ink

204 N 1st Street
Portland
OR
97208
Type or Classification
(B)
printers
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,885
Total Non-Itemized Transactions with this Payee/Payer$5,683
Total of All Transactions with this Payee/Payer for This Schedule$12,568
Printing11/07/2016$6,885
Name and Address
(A)
Tedesco Law Group

12780 SE Stark St
Portland
OR
97233
Type or Classification
(B)
Legal
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,971
Total Non-Itemized Transactions with this Payee/Payer$19,710
Total of All Transactions with this Payee/Payer for This Schedule$33,681
Legal Services06/01/2017$8,741
Legal Services11/07/2016$5,230
Name and Address
(A)
The Benson

309 SW Broadway
Portland
OR
97205
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$19,639
Total Non-Itemized Transactions with this Payee/Payer$3,261
Total of All Transactions with this Payee/Payer for This Schedule$22,900
President's Conference11/30/2016$12,306
President's Conference11/30/2016$7,333
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 512-443

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$296,338
RetirementCharles Schwab$87,063
MedicalKaiser Permanente$178,937
Life insuranceLifemap Assurance Company$10,089
DentalModa Health$19,799
HealthAllegiance Benefit Plan$450
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 512-443


Question 11(a):

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

Question 12: An audit was performed by the following outside accountant: Lauka McGuire & Associates, PC

Schedule 13, Row1:Full-time

Schedule 13, Row2:Half-time

Schedule 13, Row3:Quarter-time

Schedule 13, Row4:Eigth-time

Schedule 13, Row5:Leave or layoff
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)