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

This report is mandatory under P.L. 86-257, as amended.  Failure to comply may result in criminal prosecution, fines, or civil penalties as provided by 29 U.S.C. 439 or 440.
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.
For Official Use Only
1. FILE NUMBER
512-443
2. PERIOD COVERED
From07/01/2017
Through06/30/2018
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
TEACHERS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
STATE FEDERATION
6. DESIGNATION NBR
8035
7. UNIT NAME (if any)
OREGON
8. MAILING ADDRESS (Type or print in capital letters)
First Name
David
Last Name
Rives
P.O Box - Building and Room Number

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


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


Yes

Each of the undersigned, duly authorized officers of the above labor organization, declares, under penalty of perjury and other applicable penalties of law, that all of the information submitted in this report (including information contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned individual's knowledge and belief, true, correct and complete (See Section V on penalties in the instructions.)
70. SIGNED:David RivesPRESIDENT71. SIGNED:Melody HansenTREASURER
Date:Sep 28, 2018Telephone Number:971-888-5665Date:Sep 28, 2018Telephone Number:971-226-8996
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 512-443
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?No
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?No
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?04/2019
20. How many members did the labor organization have at the end of the reporting period?9,085
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/FeesVariouspermonth4.3835
(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: 512-443

ASSETS
ASSETS Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash $1,943,580$2,500,850
23. Accounts Receivable1$473,178$346,038
24. Loans Receivable2$0
25. U.S. Treasury Securities $0$0
26. Investments5$0
27. Fixed Assets6$1,042,873$1,009,614
28. Other Assets7$25,079$17,902
29. TOTAL ASSETS $3,484,710$3,874,404

LIABILITIES
LIABILITIES Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable8$62,288$12,163
31. Loans Payable9$0$0
32. Mortgages Payable $489,245$370,222
33. Other Liabilities10$96,695$55,077
34. TOTAL LIABILITIES $648,228$437,462
35. NET ASSETS$2,836,482$3,436,942
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 512-443

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $0
37. Per Capita Tax $2,897,463
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $0
41. Dividends $0
42. Rents $0
43. Sale of Investments and Fixed Assets3
44. Loans Obtained9$0
45. Repayments of Loans Made2
46. On Behalf of Affiliates for Transmittal to Them $34,698
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$316,887
49. TOTAL RECEIPTS $3,249,048
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$1,170,801
51. Political Activities and Lobbying16$149,748
52. Contributions, Gifts, and Grants17$63,618
53. General Overhead18$589,576
54. Union Administration19$289,134
55. Benefits20$295,078
56. Per Capita Tax $720
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4
61. Loans Made2
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $37,515
64. On Behalf of Individual Members $0
65. Direct Taxes $95,588
  
66. Subtotal $2,691,778
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$281,961  
  67b. Less Total Disbursed$281,961  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $2,691,778
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 512-443

Entity or Individual Name
(A)
Total Account Receivable
(B)
90-180 Days
Past Due
(C)
180+ Days
Past Due
(D)
Liquidated Account
Receivable
(E)
Total of all itemized accounts receivable$0$0$0$0
Totals from all other accounts receivable$346,038   
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $346,038$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 512-443

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

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

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

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

Description
(A)
Cost or Other Basis
(B)
Total Depreciation or
Amount Expensed
(C)
Book Value
(D)
Value
(E)
A. Land (give location)    
Land  1 :      10228 SW Capitol Hwy, Tigard, OR$165,240 $165,240$165,240
B. Buildings (give location)    
Building  1 :      10228 SW Capitol Hwy, Tigard, OR$982,362$151,133$831,229$831,229
C. Automobiles and Other Vehicles
D. Office Furniture and Equipment$54,976$41,831$13,145$13,145
E. Other Fixed Assets$4,635$4,635$0$0
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,207,213$197,599$1,009,614$1,009,614
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 512-443

Description
(A)
Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $17,902
Prepaid expenses$14,654
Loan Costs net of accumulated amortization$3,248
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 512-443

Entity or Individual Name
(A)
Total Account
Payable
(B)
90-180 Days
Past Due
(C)
180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable$0$0$0$0
Total from all other accounts payable$12,163$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $12,163$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 512-443

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

Description
(A)
Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $55,077
Payroll withholdings payable$13,079
Accrued Vacation$41,998
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 512-443

(A)
Name
(B)
Title
(C)
Status
(D)
Gross Salary
Disbursements
(before any
deductions)
(E)
Allowances
Disbursed
(F)
Disbursements for Official Business
(G)
Other
Disbursements not reported in
(D) through (F)
(H)
TOTAL
A
B
C
Rives ,  David   J
President
C
$99,293$11,318$0$110,611
I
Schedule 15
Representational Activities
23 % Schedule 16
Political Activities and Lobbying
10 % Schedule 17
Contributions
Schedule 18
General Overhead
61 % Schedule 19
Administration
6 %
A
B
C
Hunter ,  Devin  
Secretary
C
$0$250$250
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Rodriguez ,  Jaime  
VP Political Action
C
$0$1,138$1,138
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Cain ,  Shaun  
VP
C
$0$1,725$1,725
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
Hansen ,  Melody  
VP
N
$0$76$76
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
Loustaunau ,  Lola  
VP
N
$0$394$394
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
Woken ,  David  
VP
N
$0$967$967
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
Reagan ,  Belinda  
Executive VP
P
$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Bundy ,  Rheuben  
VP
N
$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Catena ,  Michele  
VP
C
$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Lafer ,  Gordon  
VP
N
$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
B Garcia-Davidso ,  Elisabeth  
VP
C
$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Kapocias ,  Bernadette  
VP
P
$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Osterloh ,  Kris  
VP
C
$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Keene ,  Sara  
VP
P
$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Pyle ,  Tres  
VP
P
$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
A
B
C
Grider ,  Jeff  
Treasurer/Executive VP
C
$0$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100 %
Total Officer Disbursements$99,293$0$15,868$0$115,161
Less Deductions    $38,357
Net Disbursements    $76,804
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 512-443

(A)
Name
(B)
Title
(C)
Other Payer
(D)
Gross Salary
Disbursements
(before any
deductions)
(E)
Allowances Disbursed
(F)
Disbursements for Official Business
(G)
Other Disbursements not reported in
(D) through (F)
(H)
TOTAL
A
B
C
Goldberg ,  Ada   A
Organizer
n/a
$50,667$3,672$54,339
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
Gorry ,  Andrew  
Comm Coord
n/a
$84,472$1,452$85,924
I
Schedule 15
Representational Activities
59 % Schedule 16
Political Activities and Lobbying
6 % Schedule 17
Contributions
Schedule 18
General Overhead
34 % Schedule 19
Administration
1 %
A
B
C
Mayo-Kelley ,  Debra   A
Field Rep
n/a
$80,993$8,419$89,412
I
Schedule 15
Representational Activities
90 % Schedule 16
Political Activities and Lobbying
8 % Schedule 17
Contributions
Schedule 18
General Overhead
1 % Schedule 19
Administration
1 %
A
B
C
Mackey ,  Deirdre  
Admin & Fin Asst
n/a
$25,129$523$25,652
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
James ,  Janella   M
Executive Director
n/a
$47,800$2,560$50,360
I
Schedule 15
Representational Activities
19 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
Schedule 18
General Overhead
62 % Schedule 19
Administration
18 %
A
B
C
Parrish Taylor ,  Jennifer  
Admin Prog Coord
n/a
$83,582$3,593$87,175
I
Schedule 15
Representational Activities
93 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
7 %
A
B
C
Trist ,  Julia   H
Organizer
n/a
$85,047$7,794$92,841
I
Schedule 15
Representational Activities
99 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
1 %
A
B
C
Bartholomew ,  Karen   A
Field Rep
n/a
$83,156$6,057$89,213
I
Schedule 15
Representational Activities
98 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
1 % Schedule 19
Administration
1 %
A
B
C
Leach ,  Leah   C
Admin Office Coord
n/a
$55,755$352$56,107
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
Swift ,  Marcus  
Dir.Pol. & Legisl Affairs
n/a
$85,929$4,942$90,871
I
Schedule 15
Representational Activities
16 % Schedule 16
Political Activities and Lobbying
44 % Schedule 17
Contributions
Schedule 18
General Overhead
3 % Schedule 19
Administration
37 %
A
B
C
Graybeal ,  Maria   C
Organizer
n/a
$60,454$5,108$65,562
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
Palma ,  Rodolfo  
Field Rep
n/a
$80,993$13,183$94,176
I
Schedule 15
Representational Activities
90 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
9 % Schedule 19
Administration
1 %
A
B
C
Sevey ,  Sarah   C
Fin Op Dir
n/a
$62,343$1,136$63,479
I
Schedule 15
Representational Activities
7 % Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
93 % Schedule 19
Administration
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$29,597$29,597
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$915,917$0$58,791$0$974,708
Less Deductions    $243,604
Net Disbursements    $731,104
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 512-443

Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members (Total of all lines above) 9,085 
Agency Fee Payers*2,745
Total Members/Fee Payers11,830 
*Agency Fee Payers are not considered members of the labor organization.
Full-time2,897Yes
Half-time3,738Yes
Quarter-time1,224Yes
Eigth-time515Yes
Leave or layoff711Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 512-443

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$246,677
2. Named Payer Non-itemized Receipts$38,117
3. All Other Receipts$32,093
4. Total Receipts$316,887
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$35,000
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$28,618
6. Total Disbursements$63,618
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$445,514
2. Named Payee Non-itemized Disbursements$17,352
3. To Officers$25,441
4. To Employees$654,388
5. All Other Disbursements$28,106
6. Total Disbursements$1,170,801
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$131,636
2. Named Payee Non-itemized Disbursements$83,724
3. To Officers$67,473
4. To Employees$214,219
5. All Other Disbursements$92,524
6. Total Disbursements$589,576
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$32,000
2. Named Payee Non-itemized Disbursements$275
3. To Officers$11,061
4. To Employees$52,795
5. All Other Disbursements$53,617
6. Total Disbursements$149,748
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$156,077
2. Named Payee Non-itemized Disbursements$14,396
3. To Officers$11,187
4. To Employees$53,304
5. All Other Disbursements$54,170
6. Total Disbursements$289,134
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 512-443

Name and Address
(A)
Alaska Public Employees Association

211 4th Street, Suite 306
Juneau
AK
99801
Type or Classification
(B)
Union
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,400
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,400
NWLF Registration07/31/2017$5,400
Name and Address
(A)
American Federation of Teachers

555 New Jersey Avenue
Washington
DC
20001
Type or Classification
(B)
Union
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$182,991
Total Non-Itemized Transactions with this Payee/Payer$38,117
Total of All Transactions with this Payee/Payer for This Schedule$221,108
Rebate07/31/2017$7,794
Rebate10/31/2017$5,167
Rebate02/07/2018$6,779
Rebate04/27/2018$5,316
SAPO Grant09/07/2017$7,252
SAPO Grant01/08/2018$7,252
SAPO Grant03/01/2018$7,252
Solidarity Fund Assistance07/31/2017$36,534
Solidarity Fund Assistance11/13/2017$23,997
Solidarity Fund Assistance02/07/2018$32,159
Solidarity Fund Assistance05/09/2018$25,403
Formula Assistance01/08/2018$5,400
Formula Assistance06/15/2018$5,400
PIPE Assistance06/30/2018$7,286
Name and Address
(A)
Hillsboro Classified United Local 4671

245 SE Fourth Avenue A
Hillsboro
OR
97123
Type or Classification
(B)
Union
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$58,286
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$58,286
HCU Organizer reimbursement08/18/2017$13,404
HCU Organizer reimbursement10/23/2017$14,405
HCU Organizer reimbursement01/12/2018$16,656
HCU Organizer reimbursement05/09/2018$13,821
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 512-443

Name and Address
(A)
American Federation of Teachers

555 New Jersey Ave.
Washington
DC
20001
Type or Classification
(B)
Union
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$216,374
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$216,374
OSU Organizing Project01/30/2018$75,000
Contribution to Oregon Higher Ed Organizing03/20/2018$50,000
PSU Organizing07/26/2017$6,846
Oregon Internal Organizing Project07/26/2017$5,219
PSU Organizing11/02/2017$15,940
PSU Organizing01/30/2018$16,336
PSU Organizing04/18/2018$16,855
Oregon Internal Organizing Project11/02/2017$9,170
Oregon Internal Organizing Project01/30/2018$10,211
PSU Organizing04/18/2018$10,797
Name and Address
(A)
Oregon AFSCME Council 75

1400 Tandem Avenue NE
Salem
OR
97301
Type or Classification
(B)
Union
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,292
Total of All Transactions with this Payee/Payer for This Schedule$5,292
Name and Address
(A)
Stephanie Pollack, Creative Facilitations

2503 SE Ankeny Street
Portland
OR
97214
Type or Classification
(B)
Facilitator
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,000
Total Non-Itemized Transactions with this Payee/Payer$7,550
Total of All Transactions with this Payee/Payer for This Schedule$15,550
Staff development10/09/2017$8,000
Name and Address
(A)
United Academics Local 3209

872 East 13th Avenue
Eugene
OR
97401
Type or Classification
(B)
Union
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$221,140
Total Non-Itemized Transactions with this Payee/Payer$4,510
Total of All Transactions with this Payee/Payer for This Schedule$225,650
Percap assistance07/26/2017$1,342
Percap assistance07/26/2017$6,424
Percap assistance08/07/2017$19,062
Percap assistance08/16/2017$7,304
Percap assistance09/27/2017$7,304
Percap assistance10/18/2017$9,330
Percap assistance11/08/2017$11,115
Percap assistance11/29/2017$17,551
Percap assistance01/04/2018$18,345
Percap assistance01/10/2018$8,676
Percap assistance03/20/2018$18,327
Percap assistance03/20/2018$18,446
Percap assistance03/20/2018$18,596
Percap assistance04/24/2018$17,567
Percap assistance06/06/2018$18,175
Percap assistance06/27/2018$23,576
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 512-443

Name and Address
(A)
AFT-Oregon Candidate PAC

10228 SW Capitol Hwy
Portland
OR
97219
Type or Classification
(B)
PAC
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$22,000
Total Non-Itemized Transactions with this Payee/Payer$275
Total of All Transactions with this Payee/Payer for This Schedule$22,275
AFT-OR Candidate PAC expense04/24/2018$22,000
Name and Address
(A)
Break Something LLC

1768 Columbia Rd NW Apt #3
Washington
DC
20009
Type or Classification
(B)
Political Action Organization
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Political Action Communication05/01/2018$5,000
Name and Address
(A)
Our Oregon

813 SW Alder St., Ste 800A
Portland
OR
97205
Type or Classification
(B)
Issues Coalition
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
2017 Van access11/15/2017$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 512-443

Name and Address
(A)
Family Forward Action Fund
15146

Portland
OR
97293
Type or Classification
(B)
social welfare organization
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$15,000
Contribution11/02/2017$15,000
Name and Address
(A)
Oregon Center for Public Policy

204 N 1st Street
Portland
OR
97381
Type or Classification
(B)
nonprofit
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,000
Contribution06/27/2018$10,000
Name and Address
(A)
OR Labor Candidate School

3645 SE 32nd Ave.
Portland
OR
97202
Type or Classification
(B)
Labor Candidate School
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,000
Contribution10/16/2017$10,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 512-443

Name and Address
(A)
AT&T Mobility
6463

Carol Stream
IL
60197-6463
Type or Classification
(B)
Phone company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,967
Total of All Transactions with this Payee/Payer for This Schedule$8,967
Name and Address
(A)
Chase Bank
24696

Columbus
OH
43224-0696
Type or Classification
(B)
Bank
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,130
Total of All Transactions with this Payee/Payer for This Schedule$10,130
Name and Address
(A)
Key Bank Commercial Loan
94831

Cleveland
OH
44101
Type or Classification
(B)
Bank
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,590
Total of All Transactions with this Payee/Payer for This Schedule$9,590
Name and Address
(A)
Lauka McGuire PC

3511 SE Milwaukie Avenue
Portland
OR
97202
Type or Classification
(B)
Certified Public Accountants
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$26,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$26,000
Audit and tax preparation09/27/2017$15,000
Audit and tax preparation12/06/2017$11,000
Name and Address
(A)
Lloyd Hayne & Associates, Ltd.

6312 SW Capitol Hwy
Portland
OR
97239
Type or Classification
(B)
IT Consultants
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$18,646
Total of All Transactions with this Payee/Payer for This Schedule$18,646
Name and Address
(A)
Pitney Bowes Global
371887

Pittsburgh
PA
15250
Type or Classification
(B)
Postage and machine lease
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,580
Total of All Transactions with this Payee/Payer for This Schedule$7,580
Name and Address
(A)
Portland General Electric
4438

Portland
OR
97208
Type or Classification
(B)
Utilities
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,988
Total of All Transactions with this Payee/Payer for This Schedule$6,988
Name and Address
(A)
Tax Collector, Multnomah County
2716

Portland
OR
97208
Type or Classification
(B)
Property tax
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$16,384
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$16,384
Property tax10/18/2017$16,384
Name and Address
(A)
Township United Building Services, LLC

7763 SW Cirrus Drive
Beaverton
OR
97008
Type or Classification
(B)
Building Cleaning & Landscape Company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,860
Total of All Transactions with this Payee/Payer for This Schedule$5,860
Name and Address
(A)
US Bank Equipment Finance
790448

St. Louis
MO
63179
Type or Classification
(B)
Office equipment lease
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$15,963
Total of All Transactions with this Payee/Payer for This Schedule$15,963
Name and Address
(A)
WFG National Title Insurance Company

12909 SW 68th Pkwy, Suite 3
Portland
OR
97223
Type or Classification
(B)
Title Insurance Company
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$89,252
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$89,252
Down payment on refinance of building mortgage11/04/2017$89,252
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 512-443

Name and Address
(A)
AFT-Washington

625 Andover Park West, 111
Seattle
WA
98188
Type or Classification
(B)
Union
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$23,566
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$23,566
NW Leadership Expenses12/06/2017$23,566
Name and Address
(A)
Bloomberg BNA
17009

Baltimore
MD
21297-1009
Type or Classification
(B)
Subscription
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$19,200
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$19,200
Subscription10/18/2017$19,200
Name and Address
(A)
City of Seaside

989 Broadway Street
Seaside
OR
97138
Type or Classification
(B)
City
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$16,303
Total Non-Itemized Transactions with this Payee/Payer$1,800
Total of All Transactions with this Payee/Payer for This Schedule$18,103
Winter school 201802/14/2018$16,303
Name and Address
(A)
Hilton Portland

921 SW Sixth Avenue
Portland
OR
97204
Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$77,718
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$77,718
AFT OR Annual Convention06/06/2018$15,784
AFT OR Annual Convention06/06/2018$53,699
AFT OR Annual Convention06/06/2018$8,235
Name and Address
(A)
Tedesco Law Group

12780 SE Stark Street
Portland
OR
97233
Type or Classification
(B)
Law Firm
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,095
Total of All Transactions with this Payee/Payer for This Schedule$10,095
Name and Address
(A)
The Benson

309 SW Broadway
Portland
OR
97205
Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$19,290
Total Non-Itemized Transactions with this Payee/Payer$2,501
Total of All Transactions with this Payee/Payer for This Schedule$21,791
President's Conference12/13/2017$12,534
President's Conference12/13/2017$6,756
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 512-443

Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$295,078
RetirementCharles Schwab$116,912
MedicalKaiser Permanente$150,778
Life insuranceLifemap Assurance Company$9,209
DentalModa Health$17,029
LIfe InsurancePrimepay, LLC$1,150
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 512-443


Question 11(a):

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

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

Schedule 13, Row1:

Schedule 13, Row1:Full-time

Schedule 13, Row1:

Schedule 13, Row1:

Schedule 13, Row2:

Schedule 13, Row2:Half-time

Schedule 13, Row2:

Schedule 13, Row2:

Schedule 13, Row3:

Schedule 13, Row3:Quarter-time

Schedule 13, Row3:

Schedule 13, Row3:

Schedule 13, Row4:

Schedule 13, Row4:Eigth-time

Schedule 13, Row4:

Schedule 13, Row4:

Schedule 13, Row5:

Schedule 13, Row5:Leave or layoff

Schedule 13, Row5:

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