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

This report is mandatory under P.L. 86-257, as amended.  Failure to comply may result in criminal prosecution, fines, or civil penalties as provided by 29 U.S.C. 439 or 440.
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.
For Official Use Only
1. FILE NUMBER
530-351
2. PERIOD COVERED
From09/01/2016
Through08/31/2017
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
TEACHERS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
STATE ASSOCIATION
 6. DESIGNATION NBR
8024
7. UNIT NAME (if any)
MEA-MFT
8. MAILING ADDRESS (Type or print in capital letters)
First Name
ERIC
 Last Name
FEAVER
P.O Box - Building and Room Number

Number and Street
1232 EAST 6TH AVENUE
City
HELENA
State
MT		 ZIP Code + 4
59601


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


Yes

Each of the undersigned, duly authorized officers of the above labor organization, declares, under penalty of perjury and other applicable penalties of law, that all of the information submitted in this report (including information contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned individual's knowledge and belief, true, correct and complete (See Section V on penalties in the instructions.)
70. SIGNED:Eric FeaverPRESIDENT71. SIGNED:Erik BurkeEXECUTIVE DIRECTOR
Date:Nov 22, 2017Telephone Number:406-442-4250Date:Nov 22, 2017Telephone Number:406-442-4250
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 530-351
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?Yes
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$1,500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?Yes
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?03/2018
20. How many members did the labor organization have at the end of the reporting period?18,582
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees387peryear39387
(b) Working Dues/Feesper
(c) Initiation Feesper
(d) Transfer Feesper
(e) Work Permitsper

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 530-351

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $1,286,418$1,429,938
23. Accounts Receivable1$295,314$253,533
24. Loans Receivable2$181,071$168,842
25. U.S. Treasury Securities $0$0
26. Investments5$1,886,632$2,157,011
27. Fixed Assets6$736,333$681,416
28. Other Assets7$47,871$57,100
29. TOTAL ASSETS $4,433,639$4,747,840

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$148,400$138,631
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$1,313,503$1,458,794
34. TOTAL LIABILITIES $1,461,903$1,597,425
35. NET ASSETS$2,971,736$3,150,415
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 530-351

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $5,596,490
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $213,754
39. Sale of Supplies $0
40. Interest $55,706
41. Dividends $0
42. Rents $0
43. Sale of Investments and Fixed Assets3$8,012
44. Loans Obtained9$0
45. Repayments of Loans Made2$12,229
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$1,022,187
49. TOTAL RECEIPTS $6,908,378
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$2,113,989
51. Political Activities and Lobbying16$695,769
52. Contributions, Gifts, and Grants17$320,516
53. General Overhead18$404,022
54. Union Administration19$879,997
55. Benefits20$1,747,484
56. Per Capita Tax $190,465
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$183,344
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 $236,641
  
66. Subtotal $6,772,227
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$1,112,680  
  67b. Less Total Disbursed$1,105,311  
  67c. Total Withheld But Not Disbursed $7,369
68. TOTAL DISBURSEMENTS $6,764,858
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 530-351

Entity or Individual Name
(A) 		Total Account Receivable
(B) 		90-180 Days
Past Due
(C) 		180+ Days
Past Due
(D) 		Liquidated Account
Receivable
(E)
Total of all itemized accounts receivable$5,908$1,056$1,008$0
Totals from all other accounts receivable$247,625$0$0$0
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $253,533$1,056$1,008$0
Brockton Teachers Association Local #7524$2,737$530$0$0
Tri County Head Start Local #6105$3,171$526$1,008$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 530-351

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A) 		Loans
Outstanding at
Start of Period
(B) 		Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1) 		Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not listed above     
Total of all lines above$181,071$0$12,229$0$168,842
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Name: Billings Education Association
Purpose: Real Property Purch
Security: Second Mortgage
Terms of Repayment: 5.500%
$164,089$7,676$156,413
Name: Great Falls Education Associat
Purpose: Replace Roof
Security: Second Mortgage
Terms of Repayment: 5.0%
$16,982$4,553$12,429
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 530-351

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Gross Sales Price
(D) 		Amount Received
(E)
Total of all lines above$45,316$10,140$8,012$8,012
Equipment$37,329$2,153$25$25
Marketable Securities$7,987$7,987$7,987$7,987
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$8,012
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 530-351

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$183,344$179,627$183,344
Automobiles$19,444$15,879$19,444
Equipment - 5-year property$1,013$861$1,013
Purchase of Investments$162,887$162,887$162,887
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$183,344
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 530-351

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost$1,163,958
B. Total Book Value$1,637,367
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • American Funds
$1,637,367
Other Investments 
D. Total Cost$423,527
E. Total Book Value$519,644
F. List each other investment which has a book value over $5,000 and exceeds 5% of Line E.  Also, list each subsidiary for which separate reports are attached.  
  • Deferred Compensation Plan Investments
$519,644
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $2,157,011
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 530-351

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      1232 E. 6th Ave., Helena, MT 59601$6,764 $6,764$58,575
B. Buildings (give location)    
Building  1 :      1232 E. 6th Ave., Helena, MT 59601$997,299$475,375$521,924$521,924
C. Automobiles and Other Vehicles$420,897$321,971$98,926$98,926
D. Office Furniture and Equipment$350,230$296,427$53,802$53,802
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,775,190$1,093,773$681,416$733,227
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 530-351

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $57,100
Prepaid Expenses$57,100
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 530-351

Entity or Individual Name
(A) 		Total Account
Payable
(B) 		90-180 Days
Past Due
(C) 		180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable$0$0$0$0
Total from all other accounts payable$138,631$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $138,631$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 530-351

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

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $1,458,794
Accrued Salaries and Wages$104,747
Payroll Taxes and Benefits$7,493
Deferred Compensation Plan$519,644
Funds Held for Members$28,337
Deferred Revenue$34,283
Capital Lease Payable$24,223
Accrued Compensated Absences$733,317
Funds Held for Agent$6,750
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 530-351

(A)
Name		(B)
Title		(C)
Status		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances
Disbursed 		(F)
Disbursements for Official Business 		(G)
Other
Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Feaver ,  Eric  
President
C		$126,927$17,182$144,109
I
Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		45 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		30 %
A
B
C 		Charlson ,  Melanie  
Vice President
C		$5,000$13,733$18,733
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Aarstad ,  Rich  
Secretary-Treasurer
N		$1,923$4,599$6,522
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Bock ,  Kevin  
Secretary/Treasurer
P		$2,096$1,035$3,131
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Curtis ,  Amanda  
NEA Director
C		$5,000$1,548$6,548
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Bell ,  Matt  
Director-At-Large
C		$2,509$2,509
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Marcille ,  Gene  
District 1 Chair
C		$2,257$2,257
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Huestis ,  Lee  
District 1 Vice Chair
C		$1,012$1,012
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Muller ,  Janice  
District 2 Chair
C		$2,253$2,253
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Kolczak ,  Christine  
District 2 Vice Chair
C		$257$257
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Kenison ,  Mike  
District 3 Chair
C		$2,619$2,619
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Novak ,  Sara  
District 3 Vice Chair
N		$608$608
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Rutherford ,  Kathy  
District 4 Chair
C		$2,502$2,502
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Rasmussen ,  Christine  
District 4 Vice Chair
C		$896$896
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Lavinder-Schwalk ,  Shelli  
District 5 Chair
C		$2,624$2,624
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Gruber ,  Ron  
District 5 Vice Chair
C		$449$449
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Plumage-Maratita ,  Wendy  
District 6 Chair
P		$1,611$1,611
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Doke ,  Trista  
District 6 Chair
N		$2,257$2,257
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Smith ,  Barb  
District 6 Vice Chair
N		$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Enebo ,  Laurie  
District 7 Chair
C		$6,301$6,301
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Spracklin ,  Janet  
District 7 Vice Chair
C		$676$676
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Barnhart ,  Jesse  
District 8 Chair
C		$2,843$2,843
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Bishop ,  Elizabeth  
District 8 Vice Chair
C		$105$105
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Wells ,  Rita  
District 9 Chair
C		$4,750$4,750
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Bremer ,  Lori  
District 9 Vice Chair
C		$783$783
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Proctor ,  Scott  
District 10 Chair
C		$8,261$8,261
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Dias ,  Eden  
District 10 Vice Chair
C		$225$225
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Seiffert ,  Mark  
District 11 Chair
N		$734$734
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Southergill ,  Glen  
District 11 Vice Chair
N		$4,650$4,650
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Clague ,  Valerie  
District 12 Chair
C		$987$987
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Graham ,  Shannon  
District 12 Vice Chair
C		$370$370
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Crowley ,  Julianna  
District 13 Chair
C		$2,206$2,206
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Murphy ,  Scott  
District 13 Vice Chair
N		$92$92
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Fulton ,  Tom  
District 14 Chair
C		$6,713$6,713
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Harris ,  Dave  
District 14 Vice Chair
C		$59$59
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Smail ,  Yvette  
District 15 Chair
N		$873$873
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Hall ,  Diane  
District 15 Vice Chair
N		$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Racki ,  Josh  
District 16 Chair
P		$784$784
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Yellowrobe ,  Lewis  
District 16 Vice Chair
C		$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Kimmet ,  Ron  
District 17 Chair
C		$6,367$6,367
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Willis ,  Debbie  
District 17 Vice Chair
C		$870$870
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Hamer ,  Marilyn  
District 17 Secretary/Alt
C		$4$4
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
Total Officer Disbursements$140,946$0$108,604$0$249,550
Less Deductions     
Net Disbursements    $249,550
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 530-351

(A)
Name		(B)
Title		(C)
Other Payer		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances Disbursed 		(F)
Disbursements for Official Business 		(G)
Other Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Anderson ,  Kathleen  
Political Organizer
N/A		$1,576$45$1,621
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		100 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Buboltz ,  Jessica  
Political Organizer
N/A		$881$27$908
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		100 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Burgess ,  Tom  
Field Consultant
N/A		$113,003$6,047$119,050
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Burke ,  Erik  
Executive Director
N/A		$131,412$9,595$141,007
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		50 %
A
B
C 		Caldwell ,  Lauren  
Political Director
N/A		$54,115$4,203$58,318
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		85 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Copeland ,  Maggie  
Field Consultant
N/A		$117,520$8,412$125,932
I
Schedule 15
Representational Activities 		97 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Cowee ,  Jeff  
Field Consultant
N/A		$76,063$5,297$81,360
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Crowley ,  Julianna  
Member Organizer
N/A		$85$0$85
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 		Cubbage ,  Thomas  
Political Organizer
N/A		$1,267$3$1,270
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		100 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		DeTienne ,  Cindy  
Administrative Assistant
N/A		$62,201$100$62,301
I
Schedule 15
Representational Activities 		97 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Devine ,  Jolene  
Membership Specialist
N/A		$60,352$109$60,461
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Diehl ,  Heather  
Field Consultant
N/A		$85,367$5,231$90,598
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Ehli ,  Brian  
Field Consultant
N/A		$115,261$7,159$122,420
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		England ,  Monique  
Member Organizer
N/A		$3,210$145$3,355
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Ferro ,  Marco  
Public Policy Director
N/A		$113,003$8,691$121,694
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		45 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		15 %
A
B
C 		Fladmo ,  Diane  
Research Director
N/A		$112,871$5,477$118,348
I
Schedule 15
Representational Activities 		70 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Foot ,  Maria  
Member Organizer
N/A		$665$79$744
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 		Gardiner ,  Kyla  
Member Organizer
N/A		$780$119$899
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Graham ,  Shannon  
Member Organizer
N/A		$870$2,059$2,929
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Graveley ,  Donna  
Management Assistant
N/A		$64,507$6,279$70,786
I
Schedule 15
Representational Activities 		15 % Schedule 16
Political Activities and Lobbying 		25 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		60 %
A
B
C 		Greenfield ,  Jeff  
Field Consultant
N/A		$99,622$5,814$105,436
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Harris ,  Tammy  
Field Consultant
N/A		$90,090$7,023$97,113
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Haverlandt ,  Carol  
Field Consultant
N/A		$112,871$4,672$117,543
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Hossack ,  Jennifer  
Political Organizer
N/A		$406$27$433
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		100 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Houtz ,  Luci  
Administrative Assistant
N/A		$61,153$1,272$62,425
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Jones ,  Don  
Director of Member Rights
N/A		$48,517$4,243$52,760
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Kuntz ,  Lindsey  
Member Organizer
N/A		$90$2$92
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 		Likins ,  Emily  
Member Organizer
N/A		$2,250$0$2,250
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 		McCulloch ,  Scott   T
Field Consultant
N/A		$116,391$5,411$121,802
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		McKenna ,  Julie  
Member Organizer
N/A		$2,040$2,040
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 		McMillin ,  Erika  
Political Organizer
N/A		$3,083$3,083
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		100 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		McNac ,  Terrie  
Member Organizer
N/A		$535$4$539
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Minow ,  Terry  
Political Director
N/A		$82,400$5,385$87,785
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		85 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Moses ,  Karen  
Political Organizer
N/A		$7,800$254$8,054
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		100 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Nielsen ,  Larry  
Field Consultant
N/A		$112,916$7,249$120,165
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Novak ,  Catherine  
Chief Financial Officer
N/A		$116,357$3,116$119,473
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 		Porte ,  Sanna  
Communications Director
N/A		$117,433$9,733$127,166
I
Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		50 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		25 %
A
B
C 		Reed ,  Shayla  
Member Organizer
N/A		$405$25$430
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 		Reichelt ,  Shauna  
Administrative Assistant
N/A		$51,150$1,532$52,682
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Riitano ,  Mary  
Administrative Assistant
N/A		$62,644$392$63,036
I
Schedule 15
Representational Activities 		57 % Schedule 16
Political Activities and Lobbying 		40 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Rukavina ,  Jerry  
Field Consultant
N/A		$87$18$105
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 		Sarbu ,  Renne't  
Member Organizer
N/A		$3,580$660$4,240
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 		Schillreff ,  Rachel  
Political Organizer
N/A		$49$251$300
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		100 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Severson ,  Dave  
Field Consultant
N/A		$112,916$4,394$117,310
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Shawn ,  Jane  
Member Organizer
N/A		$390$154$544
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 		Smith ,  Morgan  
Organizer
N/A		$99,535$4,901$104,436
I
Schedule 15
Representational Activities 		70 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Spatz ,  Rachelle  
Member Organizer
N/A		$260$9$269
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 		Thomas ,  Becky  
Administrative Assistant
N/A		$64,114$101$64,215
I
Schedule 15
Representational Activities 		15 % Schedule 16
Political Activities and Lobbying 		25 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		60 %
A
B
C 		Tilleman ,  Travis  
Director of Member Rights
N/A		$28,643$4,415$33,058
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Treib ,  Kate  
Administrative Assistant
N/A		$43,343$894$44,237
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Ulsher ,  Jeremiah  
Member Organizer
N/A		$380$58$438
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 		Waldo ,  Danny  
Political Organizer
N/A		$3,445$71$3,516
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		100 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Wilkins ,  Susan  
Membership Specialist II
N/A		$58,571$467$59,038
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Wood ,  Jami  
Administrative Assistant
N/A		$57,479$990$58,469
I
Schedule 15
Representational Activities 		45 % Schedule 16
Political Activities and Lobbying 		42 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		13 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$0
I Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
Total Employee Disbursements$2,673,914$0$144,654$0$2,818,568
Less Deductions     
Net Disbursements    $2,818,568
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 530-351

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 18,582 
Agency Fee Payers*1,250
Total Members/Fee Payers19,832 
*Agency Fee Payers are not considered members of the labor organization.
Active16,725Yes
Retired1,515Yes
Student298Yes
Staff29No
Associate3No
Substitute12No
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 530-351

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$944,347
2. Named Payer Non-itemized Receipts$77,336
3. All Other Receipts$504
4. Total Receipts$1,022,187
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$256,287
2. Named Payee Non-itemized Disbursements$47,883
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$16,346
6. Total Disbursements$320,516
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$64,863
2. Named Payee Non-itemized Disbursements$40,195
3. To Officers$36,027
4. To Employees$1,830,461
5. All Other Disbursements$142,443
6. Total Disbursements$2,113,989
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$134,106
2. Named Payee Non-itemized Disbursements$191,816
3. To Officers$0
4. To Employees$105
5. All Other Disbursements$77,995
6. Total Disbursements$404,022
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$82,090
2. Named Payee Non-itemized Disbursements$39,252
3. To Officers$64,849
4. To Employees$483,183
5. All Other Disbursements$26,395
6. Total Disbursements$695,769
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$92,200
2. Named Payee Non-itemized Disbursements$32,252
3. To Officers$148,674
4. To Employees$504,822
5. All Other Disbursements$102,049
6. Total Disbursements$879,997
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 530-351

Name and Address
(A)
American Federation of Teachers

555 New Jersey Ave. NW
Washington
DC
20001
Type or Classification
(B)
National Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$50,758
Total Non-Itemized Transactions with this Payee/Payer$39,523
Total of All Transactions with this Payee/Payer for This Schedule$90,281
Direct Assistance11/03/2016$25,740
Legal Fees & Expenses11/08/2016$5,105
Direct Assistance01/04/2017$14,853
Direct Assistance03/07/2017$5,060
Name and Address
(A)
Montana State Fund
4759
855 Front Street
Helena
MT
59601
Type or Classification
(B)
Workers Compensation Insurer
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,234
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,234
Premium Return11/18/2016$5,234
Name and Address
(A)
National Education Association

1201 16th Street NW
Washington
DC
20036
Type or Classification
(B)
National Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$835,223
Total Non-Itemized Transactions with this Payee/Payer$26,476
Total of All Transactions with this Payee/Payer for This Schedule$861,699
Uniserv Grant09/22/2016$124,378
NEA Grant09/30/2016$30,000
Pacific Region Grant11/08/2016$6,200
Uniserv Grant12/19/2016$124,378
C4O Grant01/04/2017$6,000
Comprehensive Cooperative Project Agreement01/10/2017$116,692
NEA Grant02/08/2017$13,500
Teacher Leadership Institute Grant02/22/2017$11,747
Uniserv Grant03/14/2017$124,378
Comprehensive Cooperative Project Agreement06/13/2017$116,692
Uniserv Grant06/16/2017$124,378
MT Organizing Project Grant06/27/2017$24,380
National Board Certification Project Grant07/06/2017$12,500
Name and Address
(A)
NEA Member Benefits Corp

900 Clopper Road Ste 300
Gaithersburg
MD
20878
Type or Classification
(B)
Member Benefits Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,337
Total of All Transactions with this Payee/Payer for This Schedule$11,337
Name and Address
(A)
Traverlers Property Casualty Co.
6890

Portland
OR
97228
Type or Classification
(B)
Insurance Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$53,132
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$53,132
Property Damage Insurance Recovery10/28/2016$35,520
Property Damage Insurance Recovery02/08/2017$12,532
Property Damage Insurance Recovery02/17/2017$5,080
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 530-351

Name and Address
(A)
Artcraft Printers
2044

Billings
MT
59103
Type or Classification
(B)
Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,755
Total of All Transactions with this Payee/Payer for This Schedule$9,755
Name and Address
(A)
Jeffrey W. Jacobs

7300 Metro Blvd. Ste 300
Edina
MN
55439
Type or Classification
(B)
Arbitrator
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,817
Total Non-Itemized Transactions with this Payee/Payer$3,890
Total of All Transactions with this Payee/Payer for This Schedule$9,707
Arbitration01/20/2017$5,817
Name and Address
(A)
K & J Convention Services LLC
5234

Helena
MT
59604
Type or Classification
(B)
Convention Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,316
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$7,316
Educators' Conference Booths and Tables10/28/2016$7,316
Name and Address
(A)
Karl Englund, Attorney at Law
8358

Missoula
MT
59807
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,969
Total Non-Itemized Transactions with this Payee/Payer$16,999
Total of All Transactions with this Payee/Payer for This Schedule$42,968
Legal Services11/22/2016$10,623
Legal Services06/27/2017$5,505
Legal Services07/14/2017$9,841
Name and Address
(A)
MATELA

620 First Ave. West
Kalispell
MT
59901
Type or Classification
(B)
Curriculum Group
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
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)
National Education Association

1201 16th St. NW
Washington
DC
20036
Type or Classification
(B)
National Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,487
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$20,487
Educators Employment Liability Premium09/23/2016$14,887
Legal Services06/05/2017$5,600
Name and Address
(A)
Radisson Colonial Hotel Helena

2301 Colonial Drive
Helena
MT
59601
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,274
Total Non-Itemized Transactions with this Payee/Payer$4,229
Total of All Transactions with this Payee/Payer for This Schedule$9,503
Educators Conference Hotel Rooms10/31/2016$5,274
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 530-351

Name and Address
(A)
Artcraft Printers
2044

Billings
MT
59103
Type or Classification
(B)
Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$62,657
Total Non-Itemized Transactions with this Payee/Payer$24,333
Total of All Transactions with this Payee/Payer for This Schedule$86,990
Special Member Communications10/28/2016$17,640
Candidate Information11/22/2016$34,632
Candidate Information06/22/2017$10,385
Name and Address
(A)
Best Western Great Northern Hotel

835 Great Northern Blvd.
Helena
MT
59601
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,261
Total Non-Itemized Transactions with this Payee/Payer$142
Total of All Transactions with this Payee/Payer for This Schedule$8,403
Direct Lobbying12/19/2016$8,261
Name and Address
(A)
Mailing Technical Services Inc.
1753

Billings
MT
59103
Type or Classification
(B)
Mailing Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,141
Total of All Transactions with this Payee/Payer for This Schedule$7,141
Name and Address
(A)
Montana School Boards Association

863 Great Northrn Blvd #301
Helena
MT
59601
Type or Classification
(B)
School Boards Association
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,636
Total of All Transactions with this Payee/Payer for This Schedule$6,636
Name and Address
(A)
The Sexton Group

405 W. Superior #503
Chicago
IL
60654
Type or Classification
(B)
Communications Specialists
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,172
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$6,172
Special Member Communications11/30/2016$6,172
Name and Address
(A)
Yes for Helena's Future
1932

Helena
MT
59624
Type or Classification
(B)
PAC Committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$1,000
Total of All Transactions with this Payee/Payer for This Schedule$6,000
Ballot Initiatives01/20/2017$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 530-351

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

835 Great Northern Blvd.
Helena
MT
59601
Type or Classification
(B)
Hotel and Convention Center
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,073
Total Non-Itemized Transactions with this Payee/Payer$291
Total of All Transactions with this Payee/Payer for This Schedule$14,364
Member Recognition Celebration04/07/2017$14,073
Name and Address
(A)
Billings Classified Employees Assocation

510 N. 29th
Billings
MT
59101
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,840
Total of All Transactions with this Payee/Payer for This Schedule$6,840
Name and Address
(A)
Billings Education Association

510 N. 29th
Billings
MT
59101
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$59,235
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$59,235
Financial Assistance to Affiliate02/10/2017$31,350
Financial Assistance to Affiliate05/26/2017$27,885
Name and Address
(A)
Bozeman Education Association

8325 Goldenstein Lane
Bozeman
MT
59715
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$23,430
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$23,430
Financial Assistance to Affiliate02/10/2017$11,715
Financial Assistance to Affiliate05/26/2017$11,715
Name and Address
(A)
Butte Teachers Union

156 West Granite St. #F
Butte
MT
59701
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,587
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$11,587
Financial Assistance to Affiliate02/10/2017$5,794
Financial Assistance to Affiliate05/26/2017$5,793
Name and Address
(A)
Great Falls Education Association

511 13th Ave. S.
Great Falls
MT
59405
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$37,400
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$37,400
Financial Assistance to Affiliate02/10/2017$18,727
Financial Assistance to Affiliate05/26/2017$18,673
Name and Address
(A)
Helena Education Association

1232 E. 6th Ave.
Helena
MT
59601
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$23,357
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$23,357
Financial Assistance to Affiliate02/10/2017$11,385
Financial Assistance to Affiliate05/26/2017$11,972
Name and Address
(A)
Kalispell Education Association

1082 Rocky Meadows Trail
Kalispell
MT
59901
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,490
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$11,490
Financial Assistance to Affiliate02/10/2017$5,760
Financial Assistance to Affiliate05/26/2017$5,730
Name and Address
(A)
Merged Missoula Classified Employees Org.

1890 Ola Dr.
Missoula
MT
59802
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,240
Total of All Transactions with this Payee/Payer for This Schedule$6,240
Name and Address
(A)
Missoula Education Association

1001 SW Higgins, Ste 101
Missoula
MT
59803
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$35,365
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$35,365
Financial Assistance to Affiliate02/10/2017$17,710
Financial Assistance to Affiliate05/26/2017$17,655
Name and Address
(A)
Montana Professional Teaching Foundation

1232 E. 6th Ave.
Helena
MT
59601
Type or Classification
(B)
Non-profit charitable organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$30,000
Total Non-Itemized Transactions with this Payee/Payer$34,512
Total of All Transactions with this Payee/Payer for This Schedule$64,512
Charitable Contribution11/22/2016$30,000
Name and Address
(A)
University Faculty Association

002 University Hall, U of M
Missoula
MT
59812
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,350
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$10,350
Financial Assistance to Affiliate02/10/2017$5,175
Financial Assistance to Affiliate05/26/2017$5,175
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 530-351

Name and Address
(A)
360 Office Solutions
30598

Billings
MT
59107
Type or Classification
(B)
Office Supply Store
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$17,428
Total of All Transactions with this Payee/Payer for This Schedule$17,428
Name and Address
(A)
Artcraft Printers
2044

Billings
MT
59103
Type or Classification
(B)
Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,023
Total of All Transactions with this Payee/Payer for This Schedule$5,023
Name and Address
(A)
Billings Education Association

510 N. 29th
Billings
MT
59101
Type or Classification
(B)
Local Affiliate - Rent & Office Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$15,985
Total of All Transactions with this Payee/Payer for This Schedule$15,985
Name and Address
(A)
Black Box Network Services

21398 Network Place
Chicago
IL
60673
Type or Classification
(B)
Phone Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,273
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$11,273
Phone Maintenance Contract06/15/2017$11,273
Name and Address
(A)
CDW Direct
75723

Chicago
IL
60675
Type or Classification
(B)
Information technology Products
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,401
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$9,401
Computer Technology02/17/2017$9,401
Name and Address
(A)
CenturyLink
29040

Phoenix
AZ
85038-9040
Type or Classification
(B)
Telephone Service Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$24,259
Total of All Transactions with this Payee/Payer for This Schedule$24,259
Name and Address
(A)
Charter Communications
742614

Cincinnati
OH
45274
Type or Classification
(B)
Communications Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,619
Total of All Transactions with this Payee/Payer for This Schedule$5,619
Name and Address
(A)
Davis Business Machines

1129 Helena Ave.
Helena
MT
59601
Type or Classification
(B)
Office Equipment Sale & Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,598
Total of All Transactions with this Payee/Payer for This Schedule$7,598
Name and Address
(A)
De Lage Landen
41602

Philadelphia
PA
19101
Type or Classification
(B)
Financial Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,922
Total of All Transactions with this Payee/Payer for This Schedule$6,922
Name and Address
(A)
Formost Graphic Communications

19209-A Chennault Way
Gaithersburg
MD
20879
Type or Classification
(B)
Printing/Membership Card Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,200
Total Non-Itemized Transactions with this Payee/Payer$6,315
Total of All Transactions with this Payee/Payer for This Schedule$12,515
Membership Card Kits04/07/2017$6,200
Name and Address
(A)
Great Falls Education Association

511 13th Ave. S.
Great Falls
MT
59405
Type or Classification
(B)
Local Affiliate - Rent & Office Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$17,566
Total of All Transactions with this Payee/Payer for This Schedule$17,566
Name and Address
(A)
Guy tabacco Construction
550

Black Eagle
MT
59414
Type or Classification
(B)
Construction Contractor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$42,293
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$42,293
Building Renovation12/16/2016$20,000
Building Renovation02/10/2017$17,005
Building Renovation04/21/2017$5,288
Name and Address
(A)
Lewis & Clark County Treasurer

316 N. Park Ave. Rm 147
Helena
MT
59623
Type or Classification
(B)
County Treasurer
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,219
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$7,219
Property Taxes11/10/2016$7,219
Name and Address
(A)
Montana Educators' Credit Union
2668

Missoula
MT
59806
Type or Classification
(B)
Rent - NW Field Office
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$25,548
Total of All Transactions with this Payee/Payer for This Schedule$25,548
Name and Address
(A)
Northwestern Energy

49 E. Broadway
Butte
MT
59707
Type or Classification
(B)
Utilities Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,671
Total of All Transactions with this Payee/Payer for This Schedule$7,671
Name and Address
(A)
Pitney Bowes
223648

Pittsburgh
PA
15250
Type or Classification
(B)
Postage Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,000
Total Non-Itemized Transactions with this Payee/Payer$2,500
Total of All Transactions with this Payee/Payer for This Schedule$22,500
Postage Meter Refill09/30/2016$5,000
Postage Meter Refill12/22/2016$5,000
Postage Meter Refill04/21/2017$5,000
Postage Meter Refill08/11/2017$5,000
Name and Address
(A)
Pitney Bowes Global Financial
856460

Louisville
KY
40285
Type or Classification
(B)
Postage Meter Rental
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,848
Total of All Transactions with this Payee/Payer for This Schedule$9,848
Name and Address
(A)
Purple Forge Corp.

900 Greenbank Rd. Ste 315
Ottawa, ON K20 4P6
00
Type or Classification
(B)
Software as a Service Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,150
Total Non-Itemized Transactions with this Payee/Payer$300
Total of All Transactions with this Payee/Payer for This Schedule$5,450
Annual Hosting12/19/2016$5,150
Name and Address
(A)
Rainbow Restoration

2900 N. Roberts
Helena
MT
59601
Type or Classification
(B)
Cleaning and Restoration Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,904
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$13,904
Facility Maintenance10/28/2016$13,904
Name and Address
(A)
Red Dog Painting LLC

5280 Husky Drive
Helena
MT
59602
Type or Classification
(B)
Painting Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,800
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$6,800
Facility Maintenance08/17/2017$6,800
Name and Address
(A)
Safari Micro
29858

Phoenix
AZ
85038
Type or Classification
(B)
Computer Equipment & Technology
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,389
Total of All Transactions with this Payee/Payer for This Schedule$7,389
Name and Address
(A)
Service Master
310

Helena
MT
59624
Type or Classification
(B)
Janitorial Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,640
Total of All Transactions with this Payee/Payer for This Schedule$8,640
Name and Address
(A)
Travelers Insurance
660317

Dallas
TX
75266-0317
Type or Classification
(B)
Insurance Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,866
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$11,866
Property/Umbrella/Liability Insurance09/02/2016$11,866
Name and Address
(A)
Verizon Wireless
9622

Mission Hills
CA
91346-9622
Type or Classification
(B)
Cell Phone Service Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,960
Total of All Transactions with this Payee/Payer for This Schedule$10,960
Name and Address
(A)
Wells Fargo Bank NA

350 N. Last Chance Gulch
Helena
MT
59601
Type or Classification
(B)
Financial Institution
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,245
Total of All Transactions with this Payee/Payer for This Schedule$12,245
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 530-351

Name and Address
(A)
Allegra Marketing

40 W. Lawrence
Helena
MT
59601
Type or Classification
(B)
Printing & Promotional Products Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,367
Total of All Transactions with this Payee/Payer for This Schedule$5,367
Name and Address
(A)
Anderson ZurMuehlen & Co.
1040

Helena
MT
59624-1040
Type or Classification
(B)
Accounting Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$17,000
Total Non-Itemized Transactions with this Payee/Payer$3,400
Total of All Transactions with this Payee/Payer for This Schedule$20,400
Audit Services10/28/2016$17,000
Name and Address
(A)
Delta Airlines
20706

Atlanta
GA
30320
Type or Classification
(B)
Airline Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,871
Total of All Transactions with this Payee/Payer for This Schedule$5,871
Name and Address
(A)
Denise Bender - Print Con

2228 Trillium Drive
Eau Claire
WI
54701
Type or Classification
(B)
Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,007
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$14,007
2017-18 Pocket Calendars07/14/2017$14,007
Name and Address
(A)
Flathead Travel Service Inc.

500 Main St.
Kalispell
MT
59901
Type or Classification
(B)
Travel Agent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,490
Total of All Transactions with this Payee/Payer for This Schedule$6,490
Name and Address
(A)
Hilton Garden Inn Great Falls

2520 14th St. SW
Great Falls
MT
59404
Type or Classification
(B)
Hotel & Convention Center
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,746
Total Non-Itemized Transactions with this Payee/Payer$4,831
Total of All Transactions with this Payee/Payer for This Schedule$11,577
Regtional Training05/26/2017$6,746
Name and Address
(A)
Montana Marketing Inc.

9 North Davis
Helena
MT
59601
Type or Classification
(B)
Promotional Products Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,113
Total Non-Itemized Transactions with this Payee/Payer$5,105
Total of All Transactions with this Payee/Payer for This Schedule$13,218
Promotional Products09/30/2016$8,113
Name and Address
(A)
Radisson Colonial Hotel

2301 Colonial Drive
Helena
MT
59601
Type or Classification
(B)
Hotel & Convention Center
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$30,515
Total Non-Itemized Transactions with this Payee/Payer$1,188
Total of All Transactions with this Payee/Payer for This Schedule$31,703
MEA-MFT Representative Assembly04/28/2017$30,515
Name and Address
(A)
Sheraton Boston Hotel

39 Dalton St.
Boston
MA
02199
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,819
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$15,819
NEA Representative Assembly05/26/2017$10,000
NEA Representative Assembly08/11/2017$5,819
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 530-351

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$1,747,484
Health/Dental/Vision InsuranceMontana Unified School Trust$704,849
Multi-Employer Pension PlanNEA Employees Retirement Fund$967,254
Officer's Money Purchase Pension PlanDA Davidson & Co.$19,040
401(k) PlanAmerican Funds$745
Long-Term DisabilityUnum Provident Corporation$30,963
Accidental Death & Dismemberment/Life InsuranceUnum Provident Corporation$5,744
Health Reimbursement Account PlanAllegiance Benefit Plan Management$18,889
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 530-351
Item 71 Title: The Executive Director signs instead of the Treasurer as he has more knowledge of the organization on a daily basis.

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

Question 11(a):

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

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

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

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

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

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

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

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

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

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

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

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