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

This report is mandatory under P.L. 86-257, as amended.  Failure to comply may result in criminal prosecution, fines, or civil penalties as provided by 29 U.S.C. 439 or 440.
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.
For Official Use Only
1. FILE NUMBER
514-601
2. PERIOD COVERED
From06/01/2017
Through05/31/2018
3. (a) AMENDED - Is this an amended report:
No
(b) HARDSHIP - Filed under the hardship procedures:
No
(c) TERMINAL - This is a terminal report:No
4. AFFILIATION OR ORGANIZATION NAME
CLASSIFIED SCHOOL EMPLS, AMER ASN
5. DESIGNATION (Local, Lodge, etc.)
STATE ASSOCIATION
 6. DESIGNATION NBR

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

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


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


Yes

Each of the undersigned, duly authorized officers of the above labor organization, declares, under penalty of perjury and other applicable penalties of law, that all of the information submitted in this report (including information contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned individual's knowledge and belief, true, correct and complete (See Section V on penalties in the instructions.)
70. SIGNED:George T StoelbPRESIDENT71. SIGNED:Richard A ShidakerTREASURER
Date:Aug 28, 2018Telephone Number:800-252-6732Date:Aug 28, 2018Telephone Number:503-588-0121
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 514-601
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?No
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?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?06/2018
20. How many members did the labor organization have at the end of the reporting period?16,739
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees1.8%perN/AN/AN/A
(b) Working Dues/FeesN/AperN/AN/AN/A
(c) Initiation FeesN/AperN/AN/AN/A
(d) Transfer FeesN/AperN/AN/AN/A
(e) Work PermitsN/AperN/AN/AN/A

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

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $2,480,586$2,730,260
23. Accounts Receivable1$0$0
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $198,030$194,734
26. Investments5$0
27. Fixed Assets6$1,365,400$1,280,143
28. Other Assets7$1,329$0
29. TOTAL ASSETS $4,045,345$4,205,137

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$0$0
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$0$1,263
34. TOTAL LIABILITIES $0$1,263
35. NET ASSETS$4,045,345$4,203,874
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 514-601

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $8,497,039
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $5,350
41. Dividends $0
42. Rents $12,684
43. Sale of Investments and Fixed Assets3$6,100
44. Loans Obtained9$0
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$475,249
49. TOTAL RECEIPTS $8,996,422
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$2,330,213
51. Political Activities and Lobbying16$565,507
52. Contributions, Gifts, and Grants17$38,285
53. General Overhead18$812,410
54. Union Administration19$1,135,340
55. Benefits20$1,281,152
56. Per Capita Tax $2,275,851
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$57,208
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 $250,782
  
66. Subtotal $8,746,748
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$729,993  
  67b. Less Total Disbursed$729,993  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $8,746,748
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 514-601

Entity or Individual Name
(A) 		Total Account Receivable
(B) 		90-180 Days
Past Due
(C) 		180+ Days
Past Due
(D) 		Liquidated Account
Receivable
(E)
Total of all itemized accounts receivable$0$0$0$0
Totals from all other accounts receivable    
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $0$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 514-601

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A) 		Loans
Outstanding at
Start of Period
(B) 		Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1) 		Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not listed above     
Total of all lines above$0$0$0$0$0
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 514-601

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Gross Sales Price
(D) 		Amount Received
(E)
Total of all lines above$64,637$64,637$6,100$6,100
Automobiles$64,637$64,637$6,100$6,100
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$6,100
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 514-601

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$57,208$57,208$57,208
Equipment$2,208$2,208$2,208
Automobiles$55,000$55,000$55,000
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$57,208
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 514-601

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost
B. Total Book Value
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
Other Investments 
D. Total Cost
E. Total Book Value
F. List each other investment which has a book value over $5,000 and exceeds 5% of Line E.  Also, list each subsidiary for which separate reports are attached.  
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 514-601

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      Salem$164,170 $164,170$685,250
Land  2 :      Portland$22,000 $22,000$142,922
Land  3 :      Eugene$20,000 $20,000$51,161
B. Buildings (give location)    
Building  1 :      Salem, Portland, Eugene$1,806,148$954,941$851,207$1,829,520
C. Automobiles and Other Vehicles$378,938$224,749$154,189$55,000
D. Office Furniture and Equipment$262,142$193,565$68,577$64,708
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $2,653,398$1,373,255$1,280,143$2,828,561
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 514-601

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 514-601

Entity or Individual Name
(A) 		Total Account
Payable
(B) 		90-180 Days
Past Due
(C) 		180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable$0$0$0$0
Total from all other accounts payable$0$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $0$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 514-601

Source of Loans Payable at Any
Time During the Reporting Period
(A) 		Loans Owed at
Start of Period
(B) 		Loans Obtained
During Period
(C) 		Repayment
During Period
Cash
(D)(1) 		Repayment
During Period
Other Than Cash
(D)(2) 		Loans Owed at
End of Period
(E)
Total Loans Payable$0$0$0$0$0
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 514-601

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $1,263
Payroll related liabilities$1,263
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 514-601

(A)
Name		(B)
Title		(C)
Status		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances
Disbursed 		(F)
Disbursements for Official Business 		(G)
Other
Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Soelb ,  George   T
President
C		$90,368$25,631$115,999
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		27 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		73 %
A
B
C 		Wirth ,  Mary   H
Vice President
C		$11,626$11,626
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		33 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		67 %
A
B
C 		Hofer ,  Mary   P
Secretary
C		$180$8,057$8,237
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		47 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		53 %
A
B
C 		Luisi ,  Bonnie   K
Jr. Past President
C		$5,739$5,739
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		19 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		81 %
A
B
C 		Hess ,  Dianna   G
Zone 1 Director
C		$4,336$4,336
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		62 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		38 %
A
B
C 		Carlson ,  Jane   M
Zone 2 Director
C		$776$4,403$5,179
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		40 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		60 %
A
B
C 		Gourley ,  Lisa   J
Zone 3 Director
C		$1,154$4,592$5,746
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		32 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		68 %
A
B
C 		Jones ,  Teri   H
Zone 4 Director
C		$990$11,113$12,103
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		45 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		55 %
A
B
C 		McCambridge ,  Marina   R
Zone 5 Director
C		$1,199$4,914$6,113
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		17 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		83 %
A
B
C 		McCanna ,  Monica   L
Zone 6 Director
C		$8,647$8,647
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		32 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		68 %
A
B
C 		Young-Whitnah ,  Anjee   M
Zone 7 Director
C		$289$6,690$6,979
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		24 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		76 %
A
B
C 		Forbes ,  Kathy   E
Zone 1 Director
P		$1,304$1,304
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 		Powell ,  Aaron   J
Zone 5 Director
P		$0$1,256$1,256
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$94,956$0$98,308$0$193,264
Less Deductions     
Net Disbursements    $193,264
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 514-601

(A)
Name		(B)
Title		(C)
Other Payer		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances Disbursed 		(F)
Disbursements for Official Business 		(G)
Other Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Johnson ,  Ahrien  
Field Representative
N/A		$74,473$4,325$3,500$82,298
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Ash-Meyerdiek ,  April  
Organizer
N/A		$79,704$0$7,875$6,818$94,397
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Bonner ,  Kimberly  
Field Representative
N/A		$79,128$1,678$2,117$82,923
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 		Bradetich ,  Robert  
Field Representative
N/A		$80,352$3,010$9,664$93,026
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 		Cox ,  Jason  
Communication Specialist
N/A		$44,615$1,841$110$46,566
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		17 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		63 %
A
B
C 		Drought ,  Cynthia  
Field Representative
N/A		$78,264$4,031$4,124$86,419
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Edge ,  Elissa  
Organizer
N/A		$79,704$11,318$4,435$95,457
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 		Edwards ,  Edward  
Director of Government Re
N/A		$105,789$3,333$5,691$114,813
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 		Erlenbusch ,  Deborah  
Field Representative
N/A		$26,563$1,166$1,001$28,730
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 		Estabrook ,  Bob  
Government Relations Spec
N/A		$25,277$1,011$2,259$28,547
I
Schedule 15
Representational Activities 		7 % Schedule 16
Political Activities and Lobbying 		93 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Fitzpatrick ,  Celest  
Accounting Assistant
N/A		$44,964$824$274$46,062
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		20 % Schedule 19
Administration 		80 %
A
B
C 		Greeley ,  Susan  
Field Representative
N/A		$76,907$3,670$5,176$85,753
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Gutman ,  Jim  
Field Representative
N/A		$27,357$838$2,118$30,313
I
Schedule 15
Representational Activities 		92 % Schedule 16
Political Activities and Lobbying 		8 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Hallman ,  Linda  
Secretary
N/A		$54,184$1,140$77$55,401
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		20 % Schedule 19
Administration 		60 %
A
B
C 		Harris ,  Shawna  
Field Representative
N/A		$79,704$1,600$1,777$83,081
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 		Khalili ,  Shahin  
Organizer
N/A		$58,043$2,229$2,425$62,697
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Krawetz ,  Jacqui  
Communication Specialist
N/A		$13,118$228$10$13,356
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		9 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		71 %
A
B
C 		Larsen ,  Bradley  
Director of Fiscal Operat
N/A		$93,551$1,677$95,228
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		1 % Schedule 18
General Overhead 		18 % Schedule 19
Administration 		80 %
A
B
C 		Mcnally ,  Christine  
Executive Secretary
N/A		$64,282$437$68$64,787
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		90 %
A
B
C 		Metzger ,  Soren  
Organizer/ Government Rel
N/A		$79,622$8,775$4,401$92,798
I
Schedule 15
Representational Activities 		23 % Schedule 16
Political Activities and Lobbying 		77 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Meyer ,  Cyndie  
Field Representative
N/A		$72,579$1,723$1,463$75,765
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 		Meyerdiek Jr. ,  Howard  
Field Representative
N/A 		$79,704$1,704$2,265$83,673
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Miller ,  Susan  
Director of Field Operati
N/A		$105,789$4,105$2,951$112,845
I
Schedule 15
Representational Activities 		69 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		20 %
A
B
C 		Miller ,  Tracy  
Field Representative
N/A		$81,684$3,125$2,240$87,049
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 		Mohr ,  Andrea  
Secretary
N/A		$40,961$375$168$41,504
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		70 %
A
B
C 		Munoz ,  Leslie  
Oranizer
N/A		$77,801$9,615$3,410$90,826
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 		Ortega ,  Gabe  
Field Representative
N/A		$77,966$3,854$8,088$89,908
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Plett ,  Michael  
Communications Specialist
N/A		$74,699$1,673$68$76,440
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		45 %
A
B
C 		Pomeroy ,  Katherine  
Secretary
N/A		$45,818$144$366$46,328
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		70 %
A
B
C 		Ramirez ,  Richard  
Director of Organizing
N/A		$108,820$4,561$2,799$116,180
I
Schedule 15
Representational Activities 		55 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		30 %
A
B
C 		Rosvold ,  Jason  
Field Representative
N/A		$60,923$6,760$3,875$71,558
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Sears ,  Steven  
Field Representative
N/A		$67,628$3,226$2,421$73,275
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Shidaker ,  Rick  
Executive Director
N/A		$127,208$10,210$7,465$144,883
I
Schedule 15
Representational Activities 		29 % Schedule 16
Political Activities and Lobbying 		6 % Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		55 %
A
B
C 		Simmons ,  Jill  
Field Representative
N/A		$79,704$1,279$680$81,663
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 		Staudinger ,  Teri  
Field Representative
N/A		$69,380$2,918$6,096$78,394
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Stock ,  Tyler  
Government Relations Spec
N/A		$29,000$1,335$902$31,237
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 		Tift ,  James  
Field Representative
N/A		$81,684$2,777$4,196$88,657
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 		Welp ,  Timothy  
Field Representative
N/A		$75,229$3,575$4,546$83,350
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Whitmire ,  Tyler  
Field Representative
N/A		$77,370$2,550$2,525$82,445
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 		Wilcox ,  Amanda  
Secretary
N/A		$49,407$342$44$49,793
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		70 %
A
B
C 		Younce ,  Shawn  
Custodian/ Maintenance
N/A		$50,124$858$50,982
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 		Zell ,  Jacqueline  
Secretary
N/A		$47,868$47,868
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		90 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$4,404$132$4,536
I Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
Total Employee Disbursements$2,851,351$0$127,847$112,613$3,091,811
Less Deductions    $729,993
Net Disbursements    $2,361,818
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 514-601

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 16,739 
Agency Fee Payers*4,024
Total Members/Fee Payers20,763 
*Agency Fee Payers are not considered members of the labor organization.
Regular16,739Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 514-601

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$197,219
2. Named Payer Non-itemized Receipts$27,575
3. All Other Receipts$250,455
4. Total Receipts$475,249
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$10,000
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$952
5. All Other Disbursements$27,333
6. Total Disbursements$38,285
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$44,228
2. Named Payee Non-itemized Disbursements$30,694
3. To Officers$0
4. To Employees$2,084,611
5. All Other Disbursements$170,680
6. Total Disbursements$2,330,213
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$391,392
2. Named Payee Non-itemized Disbursements$176,482
3. To Officers$0
4. To Employees$150,834
5. All Other Disbursements$93,702
6. Total Disbursements$812,410
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$130,500
2. Named Payee Non-itemized Disbursements$27,050
3. To Officers$57,644
4. To Employees$301,088
5. All Other Disbursements$49,225
6. Total Disbursements$565,507
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$408,580
2. Named Payee Non-itemized Disbursements$36,813
3. To Officers$135,620
4. To Employees$554,327
5. All Other Disbursements
6. Total Disbursements$1,135,340
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 514-601

Name and Address
(A)
American Federation of Teachers

555 New Jersey Ave NW
Washington
DC
20001
Type or Classification
(B)
Labor union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$124,045
Total Non-Itemized Transactions with this Payee/Payer$15,059
Total of All Transactions with this Payee/Payer for This Schedule$139,104
Expense reimbursement06/15/2017$66,705
Expense reimbursement10/15/2017$29,616
Expense reimbursement01/15/2018$27,724
Name and Address
(A)
American United Life Insurance Company

1 American Sq Ste 368
Indianapolis
IN
46282
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,516
Total of All Transactions with this Payee/Payer for This Schedule$12,516
Name and Address
(A)
Oregon AFSCME

1400 Tandem Ave NE
Salem
OR
97301
Type or Classification
(B)
Labor union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$68,174
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$68,174
Legal judgement06/06/2017$68,174
Name and Address
(A)
South Coast Education Service District

1350 Teakwood Ave
Coos Bay
OR
97420
Type or Classification
(B)
Education service district
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Legal judgement08/18/2017$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 514-601

Name and Address
(A)
Bridgetown Publishing

5300 N Channel Ave
Portland
OR
97217
Type or Classification
(B)
Publishing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$44,228
Total Non-Itemized Transactions with this Payee/Payer$9,472
Total of All Transactions with this Payee/Payer for This Schedule$53,700
Journal Printing/ Posting 06/17/2017$12,161
Journal Printing/ Posting 09/17/2017$5,137
Journal Printing/ Posting 11/17/2017$8,214
Journal Printing/ Posting 02/18/2018$7,408
Journal Printing/ Posting 05/18/2018$11,308
Name and Address
(A)
Delta Airlines
20706

Atlanta
GA
30320
Type or Classification
(B)
Staff/Member/ Board airline travel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,460
Total of All Transactions with this Payee/Payer for This Schedule$6,460
Name and Address
(A)
Discountmugs.com

12610 NW 115th Ave
Miami
FL
33178
Type or Classification
(B)
promotional items and gifts (blankets / mugs, etc)
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,791
Total of All Transactions with this Payee/Payer for This Schedule$6,791
Name and Address
(A)
Skyline Ford

2510 Commercial St.
Salem
OR
97302
Type or Classification
(B)
Vehicle Repair
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,971
Total of All Transactions with this Payee/Payer for This Schedule$7,971
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 514-601

Name and Address
(A)
CLC Northwest Oregon

3645 SE 32nd Ave
Portland
OR
97202
Type or Classification
(B)
Central Labor Council Dues
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$27,050
Total of All Transactions with this Payee/Payer for This Schedule$27,050
Name and Address
(A)
Committee to Elect Shemia Fagan
42307

Portland
OR
97242
Type or Classification
(B)
Political action committee
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
Contribution04/23/2018$10,000
Name and Address
(A)
Friends of Sarah Grider

104 E Columbia Drive
Newberg
OR
97132
Type or Classification
(B)
Political action committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution04/23/2018$5,000
Name and Address
(A)
Friends of Val Hoyle

519 SW Third Ave Suite 801
Portland
OR
97204
Type or Classification
(B)
Political action committee
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
Contribution05/07/2018$15,000
Name and Address
(A)
Kate Brown Committee
42307

Portland
OR
97242
Type or Classification
(B)
Political action committee
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
Contribution11/29/2017$15,000
Name and Address
(A)
Oregon Center for Public Policy

6420 Sw Macadam Ave #200
Portland
OR
97239
Type or Classification
(B)
Contribution
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$25,000
Contribution 12/20/2017$25,000
Name and Address
(A)
Oregon Labor Candidate
86161

Portland
OR
97286
Type or Classification
(B)
Contribution
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 02/18/2018$10,000
Name and Address
(A)
Our Oregon

813 Alder St, Ste 800A
Portland
OR
97217
Type or Classification
(B)
Legislative Tracking Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Legislative Tracking Service 04/18/2018$5,000
Name and Address
(A)
Support Hood River County Schools

4188 Bing Drive
Hood River
OR
97031
Type or Classification
(B)
Political action committee
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
Contribution03/27/2018$5,000
Name and Address
(A)
Support Philomath Schools

23990 Gellatly Way
Philomath
OR
97370
Type or Classification
(B)
Political action committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,500
Contribution03/15/2018$5,500
Name and Address
(A)
Yes for Beaverton Schools
42307

Portland
OR
97242
Type or Classification
(B)
Political action committee
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
Contribution05/09/2018$5,000
Name and Address
(A)
Yes for Better Schools

3312 NW Roosevelt Drive
Corvallis
OR
97330
Type or Classification
(B)
Political action committee
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
Contribution03/23/2018$5,000
Name and Address
(A)
Yes for Healthcare
42307

Portland
OR
97242
Type or Classification
(B)
Political action committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$25,000
Contribution11/09/2017$10,000
Contribution01/03/2018$15,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 514-601

Name and Address
(A)
AFT Disaster Relief
791212

Baltimore
MD
21279
Type or Classification
(B)
Board Contribution
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
Board Contribution11/17/2017$5,000
Name and Address
(A)
U of O Foundation (LERC)

1289 University of Oregon
Eugene
OR
97403
Type or Classification
(B)
Board Contribution
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
Board Contribution08/17/2017$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 514-601

Name and Address
(A)
Allstream

18110 SE 34th St. Bldg one
Vancouver
WA
98683
Type or Classification
(B)
Staff Phones
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,605
Total of All Transactions with this Payee/Payer for This Schedule$11,605
Name and Address
(A)
American Federation of Teachers
791212

Baltimore
MD
21279
Type or Classification
(B)
Labor union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$61,631
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$61,631
Liability Insurance01/15/2018$61,631
Name and Address
(A)
Century Link AZ
29080

Phoenix
AZ
85038
Type or Classification
(B)
Staff Phones
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,695
Total of All Transactions with this Payee/Payer for This Schedule$7,695
Name and Address
(A)
Comcast
34744

Seattle
WA
98124
Type or Classification
(B)
Phone Lines and Internet
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$17,788
Total of All Transactions with this Payee/Payer for This Schedule$17,788
Name and Address
(A)
Compex LLC

6107 SW Murray Blvd #309
Beaverton
OR
97008
Type or Classification
(B)
Technology Consulting and Servicing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$74,223
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$74,223
Technology Consulting and Servicing 06/17/2017$6,309
Technology Consulting and Servicing 09/17/2017$15,957
Technology Consulting and Servicing 12/17/2017$14,685
Technology Consulting and Servicing 01/18/2018$12,930
Technology Consulting and Servicing 04/18/2018$11,817
Technology Consulting and Servicing 05/18/2018$12,525
Name and Address
(A)
Costco
78019

Phoenix
AZ
85062
Type or Classification
(B)
Staff / member supplies, fuel, expenses
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,549
Total of All Transactions with this Payee/Payer for This Schedule$5,549
Name and Address
(A)
Detemple

8636 NE Hassalo St.
Portland
OR
97213
Type or Classification
(B)
HVAC Repair
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,598
Total of All Transactions with this Payee/Payer for This Schedule$8,598
Name and Address
(A)
Fred Meyers

3800 SE 22nd AVE
Portland
OR
97202
Type or Classification
(B)
Fuel, meals, expenses, supplies
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,838
Total of All Transactions with this Payee/Payer for This Schedule$10,838
Name and Address
(A)
GTT Telecommunications
842630

Dallas
TX
75284
Type or Classification
(B)
Phone Lines and Internet
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,683
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,683
Phone Lines and Internet06/17/2017$5,683
Name and Address
(A)
Local Trn Center

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

Portland
OR
97208
Type or Classification
(B)
Property Taxes
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$36,958
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$36,958
Property Taxes 10/01/2017$36,958
Name and Address
(A)
Metro Presort

3506 NE 35th Ave
Portland
OR
97210
Type or Classification
(B)
Postage
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$40,864
Total Non-Itemized Transactions with this Payee/Payer$19,131
Total of All Transactions with this Payee/Payer for This Schedule$59,995
Postage 09/17/2017$10,920
Postage 04/18/2018$9,936
Postage 05/18/2018$14,924
Postage 05/18/2018$5,084
Name and Address
(A)
NW Information Systems

4900 SW Griffith Dr
Beaverton
OR
97005
Type or Classification
(B)
Technology equipment and Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,249
Total Non-Itemized Transactions with this Payee/Payer$10,427
Total of All Transactions with this Payee/Payer for This Schedule$16,676
Technology equipment and Services 09/17/2017$6,249
Name and Address
(A)
NW Natural
8905

Portland
OR
97255
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$5,194
Total of All Transactions with this Payee/Payer for This Schedule$5,194
Name and Address
(A)
Portland General Electric
4438

Portland
OR
97208
Type or Classification
(B)
Building utilities
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$15,947
Total of All Transactions with this Payee/Payer for This Schedule$15,947
Name and Address
(A)
Ricoh Wells Fargo
650073

Dallas
TX
75265
Type or Classification
(B)
printing/ Copying Charges
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$80,315
Total Non-Itemized Transactions with this Payee/Payer$7,580
Total of All Transactions with this Payee/Payer for This Schedule$87,895
Printing/ Copying Charges 06/17/2017$17,774
Printing/ Copying Charges 09/17/2017$6,895
Printing/ Copying Charges 11/17/2017$20,399
Printing/ Copying Charges 02/18/2018$14,737
Printing/ Copying Charges 05/18/2018$20,510
Name and Address
(A)
Roth's Creative Catering

1130 Wallace Rd NW
Salem
OR
97304
Type or Classification
(B)
catered meals
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,080
Total of All Transactions with this Payee/Payer for This Schedule$9,080
Name and Address
(A)
Slate & Slate Construction
12949

Salem
OR
97309
Type or Classification
(B)
Building Improvement/ Repair
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,351
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,351
Building improvement/ Repair 12/17/2017$6,351
Name and Address
(A)
Southern Oregon Labor

4480 Rogue Valley hwy #3
Central Point
OR
97502
Type or Classification
(B)
Central Point office Rent
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$16,375
Total of All Transactions with this Payee/Payer for This Schedule$16,375
Name and Address
(A)
Union Insurance Group

2125 Rpscoe St
Chicago
IL
60666
Type or Classification
(B)
Auto/ Liability insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$46,308
Total Non-Itemized Transactions with this Payee/Payer$6,334
Total of All Transactions with this Payee/Payer for This Schedule$52,642
Auto insurance 08/17/2017$12,709
Auto insurance 11/17/2017$11,461
Auto insurance 02/18/2018$11,069
Auto insurance 05/18/2018$11,069
Name and Address
(A)
V A and Sons

8477 Valley Way SE
Turner
OR
97392
Type or Classification
(B)
Building Improvement/ repair
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$32,810
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$32,810
building improvement/ Repair 01/17/2018$32,810
Name and Address
(A)
WCP Solutions
84145

Seattle
WA
98124
Type or Classification
(B)
Paper Supplies
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$14,141
Total of All Transactions with this Payee/Payer for This Schedule$14,141
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 514-601

Name and Address
(A)
Boldt + Carlisle and Smith

480 Church St SE
Salem
OR
97301
Type or Classification
(B)
CPA firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$28,250
Total Non-Itemized Transactions with this Payee/Payer$1,200
Total of All Transactions with this Payee/Payer for This Schedule$29,450
Tax and Auditing09/17/2017$28,250
Name and Address
(A)
Frank Doolittle

11811 Ne 1st St.
Bellevue
WA
98005
Type or Classification
(B)
Pins, Buttons, Posters
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$29,749
Total Non-Itemized Transactions with this Payee/Payer$15,648
Total of All Transactions with this Payee/Payer for This Schedule$45,397
Pins, Buttons, Posters 09/17/2017$7,009
Pins, Buttons, Posters 01/18/2018$7,590
Pins, Buttons, Posters 02/01/2018$15,150
Name and Address
(A)
Michael Tedesco Law Group

12780 SE Stark St
Portland
OR
97233
Type or Classification
(B)
Legal representation
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$216,000
Total Non-Itemized Transactions with this Payee/Payer$928
Total of All Transactions with this Payee/Payer for This Schedule$216,928
Legal services06/05/2017$18,000
Legal services06/30/2017$18,000
Legal services08/04/2017$18,000
Legal services09/07/2017$18,000
Legal services10/09/2017$18,000
Legal services11/02/2017$18,000
Legal services12/06/2017$18,000
Legal services01/03/2018$18,000
Legal services02/06/2018$18,000
Legal services03/06/2018$18,000
Legal services04/06/2018$18,000
Legal services05/03/2018$18,000
Name and Address
(A)
Oregon AFSCME

1400 Tandem Ave NE
Salem
OR
97301
Type or Classification
(B)
PERS Legal Rep
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,495
Total Non-Itemized Transactions with this Payee/Payer$8,447
Total of All Transactions with this Payee/Payer for This Schedule$16,942
PERS Legal Rep 06/12/2017$8,495
Name and Address
(A)
Oregon Media Group
4221

Portland
OR
Type or Classification
(B)
Job posting Oregonian
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,636
Total of All Transactions with this Payee/Payer for This Schedule$5,636
Name and Address
(A)
Red Lion Hotel

909 N Hayden Island Dr
Portland
OR
97217
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$112,197
Total Non-Itemized Transactions with this Payee/Payer$4,954
Total of All Transactions with this Payee/Payer for This Schedule$117,151
Conference lodging / meals & other lodging06/12/2017$112,197
Name and Address
(A)
Southern Oregon Audio

545 Rogue River Hwy
Grants Pass
OR
97527
Type or Classification
(B)
AV for Conference
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,889
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$13,889
AV for Conference 11/05/2017$13,889
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 514-601

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$1,281,152
Staff Life InsuranceAmerican Fidelity$26,139
Staff Retiree InsuranceAmerican Fidelity HRA$77,188
Health InsuranceHealth Net$142,315
Health InsuranceKaiser Foundation$293,007
Workers' CompensationSAIF$10,984
Staff Life InsuranceTexas Life$5,004
Health & Dental InsuranceMODA Health$297,040
Vision BenefitVision Service Plan$7,552
401(k) ContributionsThe Retirement Plan Company$421,923
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 514-601


Question 11(a):

Question 11(a): All PACs listed below file reports with the Oregon Secretary of State. Back the Bond (PAC #18749) Supporting Students Today and Tomorrow (PAC #18763) Coos Bay Best Bond (PAC #18468) Yes for Healthcare (PAC #18843) Support Philomath Schools (PAC #19084) Yes for Better Schools (PAC #19074) Support Hood River County Schools (PAC #15995) Yes for Beaverton Schools (PAC #6446) Kate Brown Committee (PAC #931) Friends of Sarah Grider (PAC #17059) Committee to Elect Shemia Fagan (PAC #14993) Friends of Val Hoyle (PAC #13967)

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

Schedule 13, Row1:

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

Schedule 13, Row1:

Schedule 13, Row1::

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