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
513-365
2. PERIOD COVERED
From09/01/2017
Through08/31/2018
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
NATIONAL EDUCATION ASN IND
5. DESIGNATION (Local, Lodge, etc.)
STATE ASSOCIATION
 6. DESIGNATION NBR

7. UNIT NAME (if any)
VERMONT-NATIONAL EDUCATION ASN
8. MAILING ADDRESS (Type or print in capital letters)
First Name
MARY
 Last Name
GRAVES
P.O Box - Building and Room Number

Number and Street
10 WHEELOCK ST
City
MONTPELIER
State
VT		 ZIP Code + 4
056023737


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:Donald L TinneyPRESIDENT71. SIGNED:Erin M CarterTREASURER
Date:Oct 18, 2018Telephone Number:802-224-2402Date:Oct 19, 2018Telephone Number:802-345-2312
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 513-365
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?$1,000,000
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?14,092
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees448peryear2448
(b) Working Dues/Feesn/apern/an/a
(c) Initiation Feesn/apern/an/a
(d) Transfer Feesn/apern/an/a
(e) Work Permitsn/apern/an/a

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 513-365

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $2,366,583$2,172,385
23. Accounts Receivable1$185,463$284,359
24. Loans Receivable2$6,248$6,244
25. U.S. Treasury Securities $0$0
26. Investments5$1,791,550$2,797,796
27. Fixed Assets6$576,150$535,957
28. Other Assets7$49,254$81,228
29. TOTAL ASSETS $4,975,248$5,877,969

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$85,603$48,504
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$874,661$1,073,595
34. TOTAL LIABILITIES $960,264$1,122,099
35. NET ASSETS$4,014,984$4,755,870
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 513-365

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $4,854,103
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $5,757
41. Dividends $55,143
42. Rents $0
43. Sale of Investments and Fixed Assets3$99,605
44. Loans Obtained9$0
45. Repayments of Loans Made2$15,027
46. On Behalf of Affiliates for Transmittal to Them $2,193,120
47. From Members for Disbursement on Their Behalf $45,916
48. Other Receipts14$1,606,536
49. TOTAL RECEIPTS $8,875,207
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$1,394,626
51. Political Activities and Lobbying16$473,986
52. Contributions, Gifts, and Grants17$87,720
53. General Overhead18$2,056,434
54. Union Administration19$1,354,730
55. Benefits20$995,169
56. Per Capita Tax $0
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$445,812
61. Loans Made2$17,750
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $2,193,120
64. On Behalf of Individual Members $50,058
65. Direct Taxes $0
  
66. Subtotal $9,069,405
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$641,393  
  67b. Less Total Disbursed$641,393  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $9,069,405
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 513-365

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$231,156$37,735$32,183$0
Totals from all other accounts receivable$53,203$5,047$1,702 
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $284,359$42,782$33,885$0
National Education Association$83,348
Burlington School District$7,025$2,225
Franklin Northwest NEA$13,713
Orange East EA$37,697$12,170$14,269
Orange Southwest EA$20,148
White River Valley EA$42,456$15,600$15,504
Windham Central EA$17,153$5,792$185
Windsor Southwest Educ Assn$9,616$4,173
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 513-365

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$5,524$11,000$13,797$2,727 
Total of all lines above$6,248$17,750$15,027$2,727$6,244
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Name: Orton Bunbury
Purpose: Strike Loan
Security: None
Terms of Repayment: 1 Year
$0$750$0$0$750
Name: Adam Carnes
Purpose: Strike Loan
Security: None
Terms of Repayment: 1 Year
$0$750$0$0$750
Name: Heidi Cary
Purpose: Strike Loan
Security: None
Terms of Repayment: 1 Year
$0$750$0$0$750
Name: Megan Fitspatrick
Purpose: Strike Loan
Security: None
Terms of Repayment: 1 Year
$0$750$450$0$300
Name: David Lamberti
Purpose: Stike Loan
Security: None
Terms of Repayment: 1 Year
$0$750$0$0$750
Name: Mai Li Shays
Purpose: Strike Loan
Security: None
Terms of Repayment: 1 Year
$724$0$480$0$244
Name: Hannah Morrison
Purpose: Strike Loan
Security: None
Terms of Repayment: 1 Year
$0$750$0$0$750
Name: Karen Prouty
Purpose: Strike Loan
Security: None
Terms of Repayment: 1 Year
$0$750$100$0$650
Name: Andrea Techera Gill
Purpose: Strike Loane
Security: None
Terms of Repayment: 1 Year
$0$750$0$0$750
Name: Erin Webster
Purpose: Strike Loan
Security: None
Terms of Repayment: 1 Year
$0$750$200$0$550
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 513-365

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$740,151$740,151$839,753$839,753
CLEARBRIDGE LARGE CAP GWTH I$42,501$42,501$50,713$50,713
DREYFUS/STANDISH GLB FIX INC I$25,570$25,570$25,577$25,577
E V FLOATING RATE I$6,042$6,042$6,089$6,089
FIRST EAGLE OVERSEAS I$58,951$58,951$64,705$64,705
HARTFORD FLOATING RT HI INC I$6,042$6,042$6,140$6,140
JANUS HNDRSN GLB UNCNSTRD BD I$360,661$360,661$334,073$334,073
JPMORGAN UNDSC MNGR BEHV VL I$15,013$15,013$18,736$18,736
T ROWE PRICE BLUE CHIP GR$69,550$69,550$119,605$119,605
T ROWE PRICE QM US SM CP GR EQ$49,768$49,768$74,029$74,029
VANGUARD SM CAP VALUE ETF$33,406$33,406$51,895$51,895
VIRTUS VONTOBEL EMRG MKT OPP I$72,647$72,647$88,191$88,191
Less Reinvestments$740,148
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$99,605
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 513-365

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$1,302,948$1,302,948$1,302,948
THORNBURG LIMITED-TRM INC INST CONFIRM NBR$9,203$9,203$9,203
MFS TOTAL RETURN I CONFIRM NBR$191$191$191
VIRTUS NWFLT MLTSEC SHTM BD I CONFIRM NBR$7,161$7,161$7,161
JANUS HNDRSN GLB UNCNSTRD BD I CONFIRM NBR$9,083$9,083$9,083
ALLIANZGI SHT DUR HIGH INC P CONFIRM NBR$3,517$3,517$3,517
INVESCO PREMIER TX EXEMPT INST CONFIRM NBR$1,589$1,589$1,589
THORNBURG LIMITED-TRM INC INST CONFIRM NBR$104,526$104,526$104,526
PRUDENTIAL TOTAL RETURN BD Z CONFIRM NBR$108,406$108,406$108,406
OPPENHEIMER DEVELOPING MKTS Y CONFIRM NBR$56,981$56,981$56,981
THORNBURG LIMITED-TRM INC INST CONFIRM NBR$40,579$40,579$40,579
PACER TRENDPILOT 750 ETF$78,757$78,757$78,757
VICTORYSHARES US 500 ENHANCE$78,821$78,821$78,821
MFS TOTAL RETURN I CONFIRM NBR$2,672$2,672$2,672
PGIM TOTAL RETURN BOND Z CONFIRM NBR$10,346$10,346$10,346
VIRTUS NWFLT MLTSEC SHTM BD I CONFIRM NBR$10,994$10,994$10,994
ALLIANZGI SHT DUR HIGH INC P CONFIRM NBR$3,933$3,933$3,933
INVESCO PREMIER TX EXEMPT INST CONFIRM NBR$1,656$1,656$1,656
OAKMARK INTERNATIONAL I CONFIRM NBR$64,541$64,541$64,541
DREYFUS STANDISH GLB FIX INC I CONFIRM NBR$11,383$11,383$11,383
THORNBURG LIMITED-TRM INC INST CONFIRM NBR$3,201$3,201$3,201
PIMCO SHORT TERM P CONFIRM NBR$1,744$1,744$1,744
JANUS HNDRSN GLB UNCNSTRD BD I CONFIRM NBR$4,195$4,195$4,195
DREYFUS STANDISH GLB FIX INC I CONFIRM NBR$790$790$790
DIAMOND HILL LONG-SHORT I CONFIRM NBR$20,835$20,835$20,835
THORNBURG LIMITED-TRM INC INST CONFIRM NBR$62,123$62,123$62,123
T ROWE PRICE QM US SM CP GR EQ CONFIRM NBR$6,372$6,372$6,372
JPMORGAN VALUE ADVANTAGE I CONFIRM NBR$33,259$33,259$33,259
VIRTUS VONTOBEL EMRG MKT OPP I CONFIRM NBR$12,867$12,867$12,867
CLEARBRIDGE LARGE CAP GWTH I CONFIRM NBR$32,982$32,982$32,982
OAKMARK INTERNATIONAL I CONFIRM NBR$61,470$61,470$61,470
PIMCO SHORT TERM P CONFIRM NBR$35,150$35,150$35,150
FRANKLIN CONVERTIBLE SEC ADV CONFIRM NBR$19,745$19,745$19,745
JANUS HNDRSN GLB UNCNSTRD BD I CONFIRM NBR$70,892$70,892$70,892
VANGUARD MID CAP VALUE ETF$10,060$10,060$10,060
VANGUARD MIDCAP GROWTH ETF$9,509$9,509$9,509
JPMORGAN UNDSC MNGR BEHV VL I CONFIRM NBR$8,515$8,515$8,515
DREYFUS/STANDISH GLB FIX INC I CONFIRM NBR$13,397$13,397$13,397
THORNBURG LIMITED-TRM INC INST CONFIRM NBR$13,007$13,007$13,007
PRUDENTIAL TOTAL RETURN BD Z CONFIRM NBR$12,675$12,675$12,675
THORNBURG LIMITED-TRM INC INST CONFIRM NBR$62,215$62,215$62,215
PRUDENTIAL TOTAL RETURN BD Z CONFIRM NBR$65,497$65,497$65,497
OPPENHEIMER DEVELOPING MKTS Y CONFIRM NBR$29,318$29,318$29,318
PACER TRENDPILOT 750 ETF$37,907$37,907$37,907
VICTORYSHARES US 500 ENHANCE$37,951$37,951$37,951
OPPENHEIMER DEVELOPING MKTS Y CONFIRM NBR$2,664$2,664$2,664
OAKMARK INTERNATIONAL ADVISOR CONFIRM NBR$9,607$9,607$9,607
Wall Shelf$1,559$1,559$1,559
Carpeting$1,600$1,600$1,600
Computers (4)$7,879$7,879$7,879
Data Switch$2,721$2,721$2,721
Conference phone system$1,654$1,654$1,654
Window Blinds$3,508$3,508$3,508
Desk$1,123$1,123$1,123
Standing Desk$618$618$618
 Less Reinvestments$857,136
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$445,812
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 513-365

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$1,973,091
E. Total Book Value$2,797,796
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.  
  • THORNBURG LIMITED-TRM INC INST
$497,676
  • MFS VALUE 1
$144,144
  • VIRTUS NWFLT MLTSEC SHTM BD I
$137,063
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $2,797,796
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 513-365

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      10 Wheelock Street, Montpelier, VT$32,526 $32,526$78,526
B. Buildings (give location)    
Building  1 :      10 Wheelock Street, Montpelier, VT$995,218$548,491$446,727$466,074
C. Automobiles and Other Vehicles
D. Office Furniture and Equipment$282,052$225,348$56,704$56,704
E. Other Fixed Assets$7,617$7,617$0$0
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,317,413$781,456$535,957$601,304
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 513-365

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $81,228
PREPAID EXPENSES$81,228
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 513-365

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$34,989$0$4,000$0
Total from all other accounts payable$13,515$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $48,504$0$4,000$0
BUSINESS CARD SERVICES$16,278$0$0$0
LIBERTY MUTUAL INSURANCE$2,273$0$0$0
MATTHEW POLK$5,113$0$0$0
MICHAEL C RYAN, ESQ.$2,000$0$0$0
HEARST TELEVISION INC$3,000$0$0$0
VERMONT EXPOS$4,000$0$4,000$0
BONNIE MCSPIRITT$2,325$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 513-365

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: 513-365

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $1,073,595
EMPLOYEE DEDUCTIONS$6,927
ACCRUED VACATION AND SICK LEAVE$721,144
ACCRUED SALARIES$50,202
CURRENT PORTION OF LTD$37,016
DEFERRED INCOME$7,730
GRANT FUNDS$250,576
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 513-365

(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 		Allen ,  Martha  
President
P		$117,989$0$1,649$1,416$121,054
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		8 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		92 %
A
B
C 		Bowers ,  Mary  
Board Director
C		$0$0$1,558$224$1,782
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Carter ,  Erin  
Secretary/Treasurer
C		$6,038$0$1,114$384$7,536
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Darrell ,  Loriann  
Board Member
C		$0$0$1,064$521$1,585
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Esterline ,  Holly  
Board Member
C		$0$0$141$0$141
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Halpin ,  Christopher  
Board Member
P		$0$0$223$200$423
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Hosmer ,  Lorin  
Board Member
C		$0$0$419$493$912
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Labarge ,  Andrew  
Board Member
C		$0$0$1,607$741$2,348
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Lindgren ,  Ted  
Board Member
P		$0$0$385$0$385
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Locke ,  Dennette  
Board Member
C		$0$0$1,022$416$1,438
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Mills ,  Lance  
Board Member
C		$0$0$242$160$402
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Orzech ,  Steve  
Board Member
P		$0$0$498$0$498
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Parent ,  Gail  
Board Member
N		$0$0$170$650$820
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Pomerleau ,  Patricia  
Board Member
C		$0$0$578$0$578
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Sylvester ,  Alison  
Vice President
C		$6,038$0$2,065$870$8,973
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Szymanski ,  W. Richard  
Board Member
C		$0$0$692$360$1,052
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Thereault ,  Christie  
Board Member
C		$0$0$1,166$0$1,166
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Thompson ,  Patricia  
Board Member
C		$0$0$1,129$500$1,629
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Tinney ,  Donald  
President
N		$19,359$0$876$8$20,243
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 		Turner ,  Keren  
Board Member
N		$0$0$280$408$688
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Santa Maria ,  Martha  
Board Member
N		$71$47$118
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Johnson ,  Loretta  
Board Member
N		$62$62
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
Total Officer Disbursements$149,424$0$16,949$7,460$173,833
Less Deductions    $53,686
Net Disbursements    $120,147
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 513-365

(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 		Allen ,  Darren  
Communications Director
NA		$142,253$3,227$1,821$147,301
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		73 % Schedule 19
Administration 		19 %
A
B
C 		Baker ,  Ronald  
Maintenance
NA		$21,063$0$0$21,063
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 		Bartlett ,  Norman  
UniServ Director
NA		$147,053$7,067$2,116$156,236
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		9 % Schedule 19
Administration 		38 %
A
B
C 		Becker ,  Philip  
PT UniServ Director
NA		$24,628$2,404$4,064$31,096
I
Schedule 15
Representational Activities 		69 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		30 %
A
B
C 		Booth ,  Peter  
PD Instructor
NA		$4,000$0$0$4,000
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		Boulanger ,  David  
UniServ Director
NA		$120,414$1,912$678$123,004
I
Schedule 15
Representational Activities 		69 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		30 %
A
B
C 		Carruba ,  Gerald  
UniServ Director
NA		$42,689$2,201$44,890
I
Schedule 15
Representational Activities 		74 % Schedule 16
Political Activities and Lobbying 		19 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		7 %
A
B
C 		Casey ,  Conor  
Membership Organizer
NA		$17,513$135$280$17,928
I
Schedule 15
Representational Activities 		33 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		19 % Schedule 19
Administration 		38 %
A
B
C 		Daigle ,  Nancy  
PD Instructor
NA		$600$0$0$600
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		Dirmaier ,  Suzanne  
UniServ Director
NA		$143,244$2,272$1,236$146,752
I
Schedule 15
Representational Activities 		78 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		21 %
A
B
C 		D'Olimpio ,  Arienne  
PD Instructor
NA		$5,750$0$0$5,750
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		Emerson ,  Carrie  
Adminstrative Assistant
NA		$18,626$112$534$19,272
I
Schedule 15
Representational Activities 		76 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		19 %
A
B
C 		Fannon ,  James  
Executive Director
NEA		$154,382$2,502$2,699$159,583
I
Schedule 15
Representational Activities 		1 % Schedule 16
Political Activities and Lobbying 		14 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		85 %
A
B
C 		Ferguson ,  Kristie  
Executive Assistance
NA		$66,111$159$289$66,559
I
Schedule 15
Representational Activities 		7 % Schedule 16
Political Activities and Lobbying 		8 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		13 % Schedule 19
Administration 		72 %
A
B
C 		Foster ,  Joyce  
UniServ Director
NA		$42,155$0$0$42,155
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		Froiland ,  Samuel  
UniServ Director
NA		$78,754$4,844$1,382$84,980
I
Schedule 15
Representational Activities 		74 % Schedule 16
Political Activities and Lobbying 		19 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		7 %
A
B
C 		Gile ,  Sherry  
PD Instructor
NA		$600$0$0$600
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		Graves ,  Mary  
Business Manager
NA		$120,097$755$880$121,732
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 		Green ,  Erin  
Adminstrative Assistant
NA		$51,996$562$205$52,763
I
Schedule 15
Representational Activities 		19 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		46 % Schedule 19
Administration 		32 %
A
B
C 		Hage ,  Mark  
Member Benefits
NA		$142,853$4,110$64$147,027
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		84 % Schedule 19
Administration 		16 %
A
B
C 		Hansen ,  Kristina  
PD Instructor
NA		$500$0$0$500
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		Heath ,  Karen  
PD Instructor
NA		$250$0$0$250
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		Jarrett ,  Jean  
Membership Coordinator
NA		$49,841$0$112$49,953
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 		Killkelley ,  Debra  
PD Instructor
NA		$5,800$0$0$5,800
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		King ,  Laura  
PD Instructor
NA		$2,600$0$0$2,600
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		Leach ,  Sean  
UniServ Director
NA		$143,364$4,438$2,276$150,078
I
Schedule 15
Representational Activities 		69 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		30 %
A
B
C 		Longchamp ,  Juliette  
Prof Development Dir
NA		$125,696$4,518$1,483$131,697
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		91 % Schedule 19
Administration 		9 %
A
B
C 		McBroom ,  Rebecca  
Staff Attorney
NA		$125,696$2,354$1,763$129,813
I
Schedule 15
Representational Activities 		33 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		6 % Schedule 19
Administration 		61 %
A
B
C 		McCann ,  Katherine  
PD Instructor
NA		$3,300$0$0$3,300
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		Morris ,  Lorraine  
PD Instructor
NA		$5,000$0$0$5,000
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		Mulvaney-Stanak ,  Emma  
Membership Organizer
NA		$108,648$1,334$1,540$111,522
I
Schedule 15
Representational Activities 		33 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		19 % Schedule 19
Administration 		38 %
A
B
C 		Otero-Weaver ,  Wanda  
General Counsel
NA		$90,215$714$266$91,195
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		40 % Schedule 19
Administration 		39 %
A
B
C 		Parker ,  Sheree  
Adminstrative Assistant
NA		$66,341$311$66,652
I
Schedule 15
Representational Activities 		76 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		19 %
A
B
C 		Polk ,  Matthew  
UniServ Director
NA		$96,646$5,972$12,060$114,678
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		8 % Schedule 19
Administration 		6 %
A
B
C 		Radtke ,  Linda  
PD Instructor
NA		$600$0$0$600
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		Raskevitz ,  Robert  
UniServ Director
NA		$142,853$3,830$1,263$147,946
I
Schedule 15
Representational Activities 		72 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		18 %
A
B
C 		Robinson ,  Colin  
Political Organizer
NA		$142,853$1,357$2,936$147,146
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		71 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		12 % Schedule 19
Administration 		17 %
A
B
C 		Robinson ,  Kelly  
PD Instructor
NA		$2,600$0$0$2,600
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		Russo-Savage ,  Stuart  
UniServ Director
NA		$143,090$2,887$2,021$147,998
I
Schedule 15
Representational Activities 		77 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		4 % Schedule 19
Administration 		18 %
A
B
C 		Thomsen-Taylor ,  Deborah  
PD Instructor
NA		$2,600$24$0$2,624
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		Turner ,  Rolanda  
Adminstrative Assistant
NA		$73,733$4$300$74,037
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		19 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		22 % Schedule 19
Administration 		19 %
A
B
C 		Wheelock ,  Ann  
PT Admin Assistant
NA		$1,170$0$0$1,170
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 %
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$2,678,177$0$59,694$42,579$2,780,450
Less Deductions    $587,708
Net Disbursements    $2,192,742
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 513-365

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 14,092 
Agency Fee Payers*0
Total Members/Fee Payers14,092 
*Agency Fee Payers are not considered members of the labor organization.
Active ESP Sub6No
Active ESP Tier 1 (>1700)597Yes
Active ESP Tier 2 (900-1700)3,280Yes
Active ESP Tier 3 (<900)114Yes
Active Professional 25%52Yes
Active Professional 50%276Yes
Active Professional FT8,461Yes
Active Professional Sub6No
Reserve ESP10No
Reserve Professional30No
Retired1,249No
Staff2No
Student9No
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 513-365

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$1,367,463
2. Named Payer Non-itemized Receipts$82,111
3. All Other Receipts$156,962
4. Total Receipts$1,606,536
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$50,000
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$37,720
6. Total Disbursements$87,720
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$43,457
2. Named Payee Non-itemized Disbursements$141,981
3. To Officers$32,536
4. To Employees$1,038,885
5. All Other Disbursements$137,767
6. Total Disbursements$1,394,626
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$1,158,458
2. Named Payee Non-itemized Disbursements$200,992
3. To Officers$0
4. To Employees$615,745
5. All Other Disbursements$81,239
6. Total Disbursements$2,056,434
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$166,520
2. Named Payee Non-itemized Disbursements$53,012
3. To Officers$9,684
4. To Employees$198,056
5. All Other Disbursements$46,714
6. Total Disbursements$473,986
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$200,197
2. Named Payee Non-itemized Disbursements$31,782
3. To Officers$131,613
4. To Employees$927,768
5. All Other Disbursements$63,370
6. Total Disbursements$1,354,730
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 513-365

Name and Address
(A)
Barre Supervisory Union

120 Ayers St
Barre
VT
05641
Type or Classification
(B)
Professional Development
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,400
Total Non-Itemized Transactions with this Payee/Payer$11,900
Total of All Transactions with this Payee/Payer for This Schedule$17,300
Professional development 04/30/2018$5,400
Name and Address
(A)
Bay and Paul Foundation

55 Walls Drive, 3rd Flr
Fairfield
CT
06824
Type or Classification
(B)
GRANT RECEIVED
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
Grant08/30/2018$25,000
Name and Address
(A)
Burlington Education Association

52 Institution Drive
Burlington
VT
05408
Type or Classification
(B)
Reimburse Arbitration/Mediation costs
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,951
Total Non-Itemized Transactions with this Payee/Payer$6,542
Total of All Transactions with this Payee/Payer for This Schedule$12,493
Mediation Costs09/15/2017$5,951
Name and Address
(A)
Caledonia Central Supervisory Union

10 Route 2 West
Danville
VT
05828
Type or Classification
(B)
Professional Development
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,000
Professional Development06/29/2018$6,000
Name and Address
(A)
Caledonia North Supervisory Union

119 Park Avenue
Lyndonville
VT
05851
Type or Classification
(B)
Professional Development
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,950
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,950
Professional Development12/05/2017$7,950
Name and Address
(A)
Champlain Valley School District

5420 Shelburne Road
Shelburne
VT
05482
Type or Classification
(B)
Professional Development
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,475
Total Non-Itemized Transactions with this Payee/Payer$5,800
Total of All Transactions with this Payee/Payer for This Schedule$17,275
Professional Development01/12/2018$11,475
Name and Address
(A)
Mickenberg, Dunn Lachs & Smith PLC
PO Box 406
29 Pine Street
Burlington
VT
05402
Type or Classification
(B)
Legal Collection
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,549
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,549
Fair Share Fees Collected from Prior Years08/22/2018$5,549
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$1,100,888
Total Non-Itemized Transactions with this Payee/Payer$17,590
Total of All Transactions with this Payee/Payer for This Schedule$1,118,478
UniServ Grant09/19/2017$88,324
UniServ Grant12/18/2017$88,324
UniServ Grant03/23/2018$88,324
UniServ Grant06/18/2018$78,510
Small State Subsidy01/12/2018$112,402
Small State Subsidy06/18/2018$112,402
Legal Services Reimb10/10/2017$6,517
Legal Services Reimb11/17/2017$15,594
Legal Services Reimb01/12/2018$16,916
Legal Services Reimb02/06/2018$10,606
Legal Services Reimb05/21/2018$5,969
Legal Services Reimb06/12/2018$25,495
Deep Dive Grant09/15/2017$60,000
Community Engagement Grant10/30/2017$9,000
Support Bargaining/Health Issues12/05/2017$25,000
GPS Grant12/18/2017$13,125
Legislative Crisis Grant01/10/2018$140,000
Media Grant02/09/2018$166,880
GPS State/Local Grant06/18/2018$25,000
NEOI Grant06/29/2018$5,498
Membership Form/Card Reimbursement09/29/2017$7,002
Name and Address
(A)
NEA Member Benefits Corp

900 Clopper Road
Gaithersburg
MD
20878
Type or Classification
(B)
Participation Commission
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$15,698
Total of All Transactions with this Payee/Payer for This Schedule$15,698
Name and Address
(A)
Orleans Southwest Supervisory Union

157 Daniels Road
Hardwick
VT
05843
Type or Classification
(B)
Professional Development
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,250
Total Non-Itemized Transactions with this Payee/Payer$8,500
Total of All Transactions with this Payee/Payer for This Schedule$16,750
Professional Development01/19/2018$8,250
Name and Address
(A)
Rutland Education Association

156 Hudson Terrace
Pittsford
VT
05763
Type or Classification
(B)
Reimburse Mediation/Arbitration Costs
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,081
Total of All Transactions with this Payee/Payer for This Schedule$5,081
Name and Address
(A)
VEHI

52 Pike Drive
Berlin
VT
05602
Type or Classification
(B)
Health Association/Cost Share
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$191,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$191,000
Budget/Cost Share Payment11/17/2017$47,750
Budget/Cost Share Payment01/30/2018$47,750
Budget/Cost Share Payment04/17/2018$47,750
Budget/Cost Share Payment07/24/2018$47,750
Name and Address
(A)
Washington Central Supervisory Union

1130 Gallison Hill Road
Montpelier
VT
05602
Type or Classification
(B)
Professional Development
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,400
Total of All Transactions with this Payee/Payer for This Schedule$5,400
Name and Address
(A)
Windsor Southeast Supervisory Union

105 Main Street
Windsor
VT
05089
Type or Classification
(B)
Professional Development
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,600
Total of All Transactions with this Payee/Payer for This Schedule$5,600
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 513-365

Name and Address
(A)
Baraw Enterprises

1746 Mountain Road
Stowe
VT
05672
Type or Classification
(B)
Meeting Location
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$17,597
Total Non-Itemized Transactions with this Payee/Payer$1,800
Total of All Transactions with this Payee/Payer for This Schedule$19,397
Representative Assembly05/02/2018$17,597
Name and Address
(A)
Beth Ann Porter
PO Box 65

Adamant
VT
05640
Type or Classification
(B)
Cater for meetings
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,925
Total of All Transactions with this Payee/Payer for This Schedule$5,925
Name and Address
(A)
Burlington Education Association

52 Constitution Road
Burlington
VT
05408
Type or Classification
(B)
Reimburse Strike Expenses
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,035
Total of All Transactions with this Payee/Payer for This Schedule$6,035
Name and Address
(A)
G-L LTD

30 Lincoln Lane
Sudbury
MA
01776
Type or Classification
(B)
Arbitration/Mediation Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,159
Total of All Transactions with this Payee/Payer for This Schedule$5,159
Name and Address
(A)
Gary D Altman

91 Coolidge Street
Brookline
MA
02446
Type or Classification
(B)
Mediaton/Arbitration Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$3,020
Total of All Transactions with this Payee/Payer for This Schedule$3,020
Name and Address
(A)
Ira Lobel

204 Milner Ave
Albany
NY
12208
Type or Classification
(B)
Mediation/Arbitration Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,400
Total Non-Itemized Transactions with this Payee/Payer$56,246
Total of All Transactions with this Payee/Payer for This Schedule$61,646
Mediation Services01/12/2018$5,400
Name and Address
(A)
John B Cochran ESQ
PO Box 545

Winahaven
ME
04863
Type or Classification
(B)
Mediation/Arbitration Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,208
Total of All Transactions with this Payee/Payer for This Schedule$8,208
Name and Address
(A)
Killington PICO Ski Resort Partners LLC

228 East Mountain Road
Killington
VT
05751
Type or Classification
(B)
Meeting Location
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,250
Total Non-Itemized Transactions with this Payee/Payer$500
Total of All Transactions with this Payee/Payer for This Schedule$15,750
ESP Conference03/23/2018$15,250
Name and Address
(A)
Michael C Ryan ESQ

34 Wolfe's Neck Road
Freeport
ME
04032
Type or Classification
(B)
Mediation/Arbitration Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,702
Total of All Transactions with this Payee/Payer for This Schedule$10,702
Name and Address
(A)
Michael W Stutz
PO Box 90

Chilmark
MA
02535-0090
Type or Classification
(B)
Mediation/Arbitration Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$3,781
Total of All Transactions with this Payee/Payer for This Schedule$3,781
Name and Address
(A)
Mooney, Green Saindon, Murphy & Welch

1920 L Street NW, Suite 400
Washington
DC
20036
Type or Classification
(B)
Legal Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$2,400
Total of All Transactions with this Payee/Payer for This Schedule$2,400
Name and Address
(A)
Northern Hospitality LTD
PO Box 515

White River Jct
VT
05001
Type or Classification
(B)
Catering for meeting
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,721
Total of All Transactions with this Payee/Payer for This Schedule$6,721
Name and Address
(A)
Rich Burlington Hotel LLC

1117 Williston Road
South Burlington
VT
05403
Type or Classification
(B)
Cater for meeting
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$15,249
Total of All Transactions with this Payee/Payer for This Schedule$15,249
Name and Address
(A)
Richard Boulanger
PO Box 358

Grafton
MA
01519
Type or Classification
(B)
Mediation/Arbitration Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$1,023
Total of All Transactions with this Payee/Payer for This Schedule$1,023
Name and Address
(A)
Sarah Kerr Garraty, ESQ

21 West Circle
Concord
MA
01742
Type or Classification
(B)
Mediaton/Arbitration Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,210
Total Non-Itemized Transactions with this Payee/Payer$12,302
Total of All Transactions with this Payee/Payer for This Schedule$17,512
Arbitration Services08/03/2018$5,210
Name and Address
(A)
Shari Broder, ESQ

12 East Street
Freeport
ME
04032
Type or Classification
(B)
Mediation/Arbitration Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$2,910
Total of All Transactions with this Payee/Payer for This Schedule$2,910
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 513-365

Name and Address
(A)
ANZALONE RESEARCH INC

260 COMMERCE STREET 4TH FLR
MONTGOMERY
AL
36104
Type or Classification
(B)
POLLING
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$67,100
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$67,100
MEMBER POLL01/25/2018$36,000
MEMBER POLL08/02/2018$31,100
Name and Address
(A)
AUDREY EDMONDS

5905 48TH AVE
RIVERDALE
MD
20737
Type or Classification
(B)
MEDIA ADVERTISING
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,537
Total of All Transactions with this Payee/Payer for This Schedule$6,537
Name and Address
(A)
HEARST TELEVISION
PO BOX 90038

PRESCOTT
AZ
86304
Type or Classification
(B)
TELEVISION ADVERTISING
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,980
Total Non-Itemized Transactions with this Payee/Payer$18,844
Total of All Transactions with this Payee/Payer for This Schedule$26,824
TELEVISION ADS02/25/2018$7,980
Name and Address
(A)
Institute for Demoractic Education
PO Box 22748

Oakland
CA
94609
Type or Classification
(B)
Speaker
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
Speaker Fee08/02/2018$5,000
Name and Address
(A)
Necrason Group PLC

33 Court Street
Montpelier
VT
05602
Type or Classification
(B)
Lobbyist
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$56,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$56,000
Lobbying work08/24/2018$8,000
LOBBYING06/15/2018$8,000
LOBBYING05/25/2018$8,000
LOBBYING04/20/2018$8,000
LOBBYING03/16/2018$8,000
LOBBYING02/23/2018$8,000
LOBBYING01/19/2018$8,000
Name and Address
(A)
RADIO VERMONT INC
PO BOX 550

WATERBURY
VT
05676
Type or Classification
(B)
RADIO ADVERTISING
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,480
Total of All Transactions with this Payee/Payer for This Schedule$12,480
Name and Address
(A)
The New Media Firm

1730 RHODE ISLAND AVE, NW
WASHINGTON
DC
20036
Type or Classification
(B)
ADVERTISING
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$911
Total of All Transactions with this Payee/Payer for This Schedule$5,911
ADVERTISEMENTS06/05/2018$5,000
Name and Address
(A)
THE POINT

169 RIVER ST
MONTPELIER
VT
05602
Type or Classification
(B)
RADIO ADVERTISING
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,440
Total Non-Itemized Transactions with this Payee/Payer$14,240
Total of All Transactions with this Payee/Payer for This Schedule$19,680
RADIO ADS04/30/2018$5,440
Name and Address
(A)
VERMONT JOURNALISM TRUST

97 STATE ST
MONTPELIER
VT
05602
Type or Classification
(B)
ADVERTISING
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$20,000
LEGISLATIVE ADS04/30/2018$20,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 513-365

Name and Address
(A)
ALLIANCE FOR A BETTER VERMONT

120 SOUTH CHAMPLAIN ST
BURLINGTON
VT
05401
Type or Classification
(B)
DONATION
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$33,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$33,000
EQUITABLE SOCIAL WELFARE FOR VERMONT07/13/2018$33,000
Name and Address
(A)
PUBLIC ASSETS INSTITUTE
PO BOX 942

MONTPELIER
VT
05602
Type or Classification
(B)
DONATION
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
DONATION TOWARDS RESEARCH06/08/2018$5,000
Name and Address
(A)
VERMONT-NEA SCHOLARS BOWL

68 MAXFIELD ROAD
FAIRFAX
VT
05454
Type or Classification
(B)
DONATION
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$12,000
DONATION/SPONSORSHIP OF EVENT FOR STUDENTS10/23/2017$12,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 513-365

Name and Address
(A)
Amalgamated Culture Works

420 Pine Street
Burlington
VT
05401
Type or Classification
(B)
Service Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,966
Total of All Transactions with this Payee/Payer for This Schedule$6,966
Name and Address
(A)
Casella Waste Management
PO Box 1372

Williston
VT
05495-1372
Type or Classification
(B)
Trash/Recycling
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,644
Total of All Transactions with this Payee/Payer for This Schedule$6,644
Name and Address
(A)
CDW Direct
PO box 75723

Chicago
IL
60675-5723
Type or Classification
(B)
Software vendor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,020
Total Non-Itemized Transactions with this Payee/Payer$1,300
Total of All Transactions with this Payee/Payer for This Schedule$8,320
Microsoft renewal02/16/2018$7,020
Name and Address
(A)
City of Montpelier

39 Main Street
Montpelier
VT
05602
Type or Classification
(B)
Property Taxes
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$17,505
Total of All Transactions with this Payee/Payer for This Schedule$17,505
Name and Address
(A)
Comcast
PO Box 1577

Newark
NJ
07101-1577
Type or Classification
(B)
Internet Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,738
Total of All Transactions with this Payee/Payer for This Schedule$6,738
Name and Address
(A)
Cvent

1765 Greensboro Station Pl
Tysons Corner
VA
22102
Type or Classification
(B)
Event Software
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,755
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$12,755
Software purchase05/25/2018$12,755
Name and Address
(A)
Denise Bender/Print Con

2228 TRILLIUM DR
EAU CLAIRE
WI
54701-9129
Type or Classification
(B)
Supplier
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,032
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,032
Calendars08/01/2018$8,032
Name and Address
(A)
First Step Print Shop
PO Box 311

Underhill
VT
05489
Type or Classification
(B)
Printer
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$23,462
Total Non-Itemized Transactions with this Payee/Payer$5,402
Total of All Transactions with this Payee/Payer for This Schedule$28,864
Printing09/29/2017$5,375
Printing10/24/2017$7,568
Printing12/08/2017$5,281
Printing02/16/2018$5,238
Name and Address
(A)
Future Planning Associates
PO Box 905

Williston
VT
05495-0905
Type or Classification
(B)
Pension Auditors
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,675
Total Non-Itemized Transactions with this Payee/Payer$3,575
Total of All Transactions with this Payee/Payer for This Schedule$9,250
Pension Audit11/09/2017$5,675
Name and Address
(A)
Geiger
PO Box 712144

Cincinnati
OH
45271-2144
Type or Classification
(B)
Promotional Items
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,204
Total Non-Itemized Transactions with this Payee/Payer$4,554
Total of All Transactions with this Payee/Payer for This Schedule$17,758
Promotional Items10/13/2017$7,416
Promotional Items10/24/2017$5,788
Name and Address
(A)
Great Escape Theme Park
PO Box 28653

New York
NY
10087
Type or Classification
(B)
Event Location
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,714
Total Non-Itemized Transactions with this Payee/Payer$1,000
Total of All Transactions with this Payee/Payer for This Schedule$15,714
Member Event08/24/2018$14,714
Name and Address
(A)
Green Mountain Power
PO Box 1915

Brattleboro
VT
05302-1915
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$15,122
Total of All Transactions with this Payee/Payer for This Schedule$15,122
Name and Address
(A)
Liberty Mutual
PO Box 2051

Keene
NH
03431-7051
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$27,767
Total of All Transactions with this Payee/Payer for This Schedule$27,767
Name and Address
(A)
MORGAN STANLEY

105 WEST VIEW ROAD
COLCHESTER
VT
05446
Type or Classification
(B)
INVESTMENT
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$900,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$900,000
INVESTMENT DEPOSIT12/07/2017$400,000
INVESTMENT DEPOSIT08/01/2018$500,000
Name and Address
(A)
Mudgett, Jennett & Krogh-Wisner

141 Main ST
Montpelier
VT
05601-0937
Type or Classification
(B)
Financial Auditors
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,500
Total Non-Itemized Transactions with this Payee/Payer$5,500
Total of All Transactions with this Payee/Payer for This Schedule$16,000
Audit work12/08/2017$5,000
Audit work03/02/2018$5,500
Name and Address
(A)
National Education Association
PO Box 418200

Boston
MA
02241-8200
Type or Classification
(B)
National Association Dues
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$150,971
Total Non-Itemized Transactions with this Payee/Payer$7,309
Total of All Transactions with this Payee/Payer for This Schedule$158,280
Exec Dir Exp11/03/2017$55,490
Exec Dir Exp03/16/2018$55,424
Exec Dir Exp08/01/2018$40,057
Name and Address
(A)
New England Air Systems
PO Box 525

Williston
VT
05495
Type or Classification
(B)
Equipment Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,906
Total of All Transactions with this Payee/Payer for This Schedule$6,906
Name and Address
(A)
NFP
PO Box 2343

South Burlington
VT
05403
Type or Classification
(B)
Insurance Broker
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,520
Total of All Transactions with this Payee/Payer for This Schedule$5,520
Name and Address
(A)
Pitney Bowes Global Financial Servs LLC
PO Box 371887

Pittsburgh
PA
15250-7887
Type or Classification
(B)
Meter Rental
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,297
Total of All Transactions with this Payee/Payer for This Schedule$5,297
Name and Address
(A)
Purchase Power
PO Box 371874

Pittsburgh
PA
15250-7874
Type or Classification
(B)
Postage
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$17,912
Total of All Transactions with this Payee/Payer for This Schedule$17,912
Name and Address
(A)
Symquest Group
PO Box 2384

South Burlington
VT
05407
Type or Classification
(B)
Equipment Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$14,293
Total of All Transactions with this Payee/Payer for This Schedule$14,293
Name and Address
(A)
The Mailing Center
PO Box 646

Barre
VT
05641-0646
Type or Classification
(B)
Mailing Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,125
Total Non-Itemized Transactions with this Payee/Payer$7,303
Total of All Transactions with this Payee/Payer for This Schedule$19,428
Mailing Services and prepaid postage07/20/2018$12,125
Name and Address
(A)
Todd Pembroke

1492 Terrace ST
Montpelier
VT
05602
Type or Classification
(B)
Property Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,955
Total of All Transactions with this Payee/Payer for This Schedule$6,955
Name and Address
(A)
Twinstate Technologies

291 RAND HILL RD
MORRISVILLE
NY
12962
Type or Classification
(B)
Technology Support
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)
VERMONT STAFF ASSOCIATION

10 WHEELOCK ST
MONTPELIER
VT
05602
Type or Classification
(B)
UNION DUES
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,357
Total of All Transactions with this Payee/Payer for This Schedule$5,357
Name and Address
(A)
W.B. Mason
PO Box 981101

Boston
MA
02298-1101
Type or Classification
(B)
Office Supplies
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$17,044
Total of All Transactions with this Payee/Payer for This Schedule$17,044
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 513-365

Name and Address
(A)
CAROL ANN TOMLINSON

512A WORTHINGTON DRIVE
CHARLOTTESVILLE
VA
22903
Type or Classification
(B)
PRESENTER
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,079
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,079
PRESENTER AT TRAINING12/15/2017$5,079
Name and Address
(A)
CASTLETON CENTER FOR SCHOOLS
PO BOX 6049

RUTLAND
VT
05702
Type or Classification
(B)
PROFESSIONAL DEVELOPMENT
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,879
Total Non-Itemized Transactions with this Payee/Payer$10,871
Total of All Transactions with this Payee/Payer for This Schedule$18,750
COACHING AND MENTORING COURSE WORK FOR MEMBERS08/24/2018$7,879
Name and Address
(A)
CHAMPLAIN COLLEGE
PO BOX 670

BURLINGTON
VT
05402
Type or Classification
(B)
EVENT LOCATION
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$40,700
Total Non-Itemized Transactions with this Payee/Payer$3,098
Total of All Transactions with this Payee/Payer for This Schedule$43,798
POWER UP CONF/DEPOSIT07/24/2018$6,500
POWER UP CONFERENCE08/27/2018$11,491
LEADERSHIP CONFERENCE09/06/2017$22,709
Name and Address
(A)
DOUBLETREE HOTEL BURLINGTON

870 WILLISTON ROAD
SOUTH BURLINGTON
VT
05403
Type or Classification
(B)
EVENT LOCATION
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$23,073
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$23,073
SLO MEETING08/23/2018$23,073
Name and Address
(A)
ELECTION AMERICA INC

147 E. 2ND ST, SUITE 102
MINEOLA
NY
11501
Type or Classification
(B)
ANNUAL ELECTION
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,366
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$14,366
ELECTION PROCESSING02/22/2018$8,045
ELECTION PROCESSING04/26/2018$6,321
Name and Address
(A)
FORMOST

19209-A CHENNAULT WAY
GAITHERSBURG
MD
20879
Type or Classification
(B)
FORMS/CARDS
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,908
Total Non-Itemized Transactions with this Payee/Payer$1,885
Total of All Transactions with this Payee/Payer for This Schedule$16,793
MEMBERSHIP CARDS09/08/2017$14,908
Name and Address
(A)
JANICE L CHAPPUIS

829 NE IMPERIAL AVENUE
PORTLAND
OR
97232
Type or Classification
(B)
PRESENTER
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$18,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$18,000
WORKSHOP FEES08/17/2018$18,000
Name and Address
(A)
KINGDOM COUNTY PRODUCTIONS

949 SOMERS ROAD
BARNET
VT
05821
Type or Classification
(B)
FILM PRODUCTION
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$12,500
EDUCATIONAL FILM PRODUCTION05/06/2018$12,500
Name and Address
(A)
NATIONAL BOARD FOR PROFESSIONAL

PO BOX 75105
BALTIMORE
MD
21275
Type or Classification
(B)
PROFESSIONAL DEVELOPMENT
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$36,400
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$36,400
NBPTS TRANS MEMO01/08/2018$36,400
Name and Address
(A)
REBECCA HASLAM

20 FREEMAN WOODS UNIT 1
ESSEX
VT
05452
Type or Classification
(B)
MEETING FACILITATOR
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,767
Total of All Transactions with this Payee/Payer for This Schedule$6,767
Name and Address
(A)
RICH BURLINGTON HOTEL LLC

1117 WILLISTON ROAD
SOUTH BURLINGTON
VT
05403
Type or Classification
(B)
MEETING LOCATION
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,489
Total of All Transactions with this Payee/Payer for This Schedule$8,489
Name and Address
(A)
RUTGERS, THE STATE UNIVERSITY

50 LABOR CENTER WAY
NEW BRUNSWICK
NJ
08901
Type or Classification
(B)
RESEARCH PROJECT
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$22,250
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$22,250
BARGAINING RESEARCH PROJECT02/26/2018$22,250
Name and Address
(A)
SOUTHERN NH UNIVERSITY

463 MOUNTAIN VIEW DR
COLCHESTER
VT
05446
Type or Classification
(B)
NATIONAL BOARD CERTIFICATION
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,042
Total Non-Itemized Transactions with this Payee/Payer$672
Total of All Transactions with this Payee/Payer for This Schedule$5,714
NATIONAL BOARD CERTIFICATION COURSES01/31/2018$5,042
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 513-365

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$995,169
Health InsuranceBlueCross BlueShield of Vermont$429,916
401k Plan ContributionsFidelity$24,530
401k Plan ContributionsLPL$29,432
401k Plan ContributionsMainstay$33,983
401k Plan ContributionsMorgan Stanley$46,923
401k Plan ContributionsNational Finanical Services$59,764
401k Plan ContributionsNFS LLC$189,832
Dental InsuranceNortheast Delta Dental$46,896
Life, Ad&D, Disability InsuranceStandard Insurance Company$46,300
401k Plan ContributionsT Rowe Price$29,364
401k Plan ContributionsVariable Annuity Life Ins Co$29,432
401k Plan ContributionsCharles Schwab$28,797
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 513-365


Question 11(a):

Question 11(a): Vermont-NEA Fund for Children and Public Education

Question 12: Mudgett Jennett & Krogh-Wisner, P.C.

Statement A,

Cash Begin Total: : : : Numbers do not seem to be flowing forward

Statement A,

Accounts Receivable Begin Total: : : : numbers are not flowing from previous year

Statement A,

Loans Receivable Begin Total: : : : numbers not flowing forward

Statement A,Treasury Begin Total: : no data to entery

Statement A,Investments Begin Total: : : : numbers did not flow forward

Statement A,Fixed Assets Value Begin Total: : : : numbers did not flow forward

Statement A,Other Asset Book Value Begin Total: : : : numbers did not flow forward

Statement A,

Accounts Payable Begin Total: : : : numbers did not flow forward

Statement A,

Loans Payable Begin Total: : : no data to report

Statement A,Mortagages Payable Begin Total: : no data to enter

Statement A,Other Liabilities Amount Begin Total: : : : numbers did not flow forward

Schedule 13, Row8:Substitutes have limited coverage and no voting rights

Schedule 13, Row8:limited coverage, no voting rights

Schedule 13, Row9:Reserve Members have limited coverage, usually for legal services

Schedule 13, Row9:limited coverage, no voting rights

Schedule 13, Row10:Reserve Members have limited coverage usually for legal services, and no voting rights.

Schedule 13, Row10:limited coverage, no voting rights

Schedule 13, Row11:Retired members are no longer active educators and little coverage.

Schedule 13, Row11:Retired members have no coverage and only can vote on items related to retired members.

Schedule 13, Row12:Labor Union Staff members.

Schedule 13, Row12:Staff have not rights to vote

Schedule 13, Row13:Student members have limited coverage and no voting rights.

Schedule 13, Row1:Substitues only have limited coverage and no voting rights

Schedule 13, Row1:limited coverage, no voting rights

Schedule 13, Row2:Support Staff that work the calendar year

Schedule 13, Row3:Support staff to work during the school year

Schedule 13, Row4:Support Staff the work limited hours during the school year

Schedule 13, Row5:Professional Educators that work 25% or less

Schedule 13, Row6:Professional Educators that work between 25% and 50%

Schedule 13, Row7:Professional Educators who work full time

Schedule 13, Row13:limited coverage, no voting rights.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)