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

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

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


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


Yes

Each of the undersigned, duly authorized officers of the above labor organization, declares, under penalty of perjury and other applicable penalties of law, that all of the information submitted in this report (including information contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned individual's knowledge and belief, true, correct and complete (See Section V on penalties in the instructions.)
70. SIGNED:Eric FeaverPRESIDENT71. SIGNED:Erik BurkeEXECUTIVE DIRECTOR
Date:Nov 29, 2018Telephone Number:406-442-4250Date:Nov 29, 2018Telephone Number:406-442-4250
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 530-351
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?Yes
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$1,500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?Yes
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?03/2020
20. How many members did the labor organization have at the end of the reporting period?18,802
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees388peryear40388
(b) Working Dues/Feesper
(c) Initiation Feesper
(d) Transfer Feesper
(e) Work Permitsper

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

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $1,429,938$1,595,125
23. Accounts Receivable1$253,533$227,751
24. Loans Receivable2$168,842$155,946
25. U.S. Treasury Securities $0$0
26. Investments5$2,157,011$2,314,593
27. Fixed Assets6$681,416$663,292
28. Other Assets7$57,100$31,084
29. TOTAL ASSETS $4,747,840$4,987,791

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$138,631$113,857
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$1,458,794$1,510,488
34. TOTAL LIABILITIES $1,597,425$1,624,345
35. NET ASSETS$3,150,415$3,363,446
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 530-351

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $5,766,554
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $206,975
39. Sale of Supplies $0
40. Interest $94,251
41. Dividends $0
42. Rents $0
43. Sale of Investments and Fixed Assets3$17,475
44. Loans Obtained9$0
45. Repayments of Loans Made2$12,896
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$908,593
49. TOTAL RECEIPTS $7,006,744
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$2,317,273
51. Political Activities and Lobbying16$504,788
52. Contributions, Gifts, and Grants17$302,755
53. General Overhead18$291,796
54. Union Administration19$1,012,603
55. Benefits20$1,810,610
56. Per Capita Tax $190,158
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$180,896
61. Loans Made2$0
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $0
65. Direct Taxes $236,007
  
66. Subtotal $6,846,886
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$1,133,966  
  67b. Less Total Disbursed$1,128,637  
  67c. Total Withheld But Not Disbursed $5,329
68. TOTAL DISBURSEMENTS $6,841,557
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 530-351

Entity or Individual Name
(A) 		Total Account Receivable
(B) 		90-180 Days
Past Due
(C) 		180+ Days
Past Due
(D) 		Liquidated Account
Receivable
(E)
Total of all itemized accounts receivable$10$3$0$0
Totals from all other accounts receivable$227,741$0$0$0
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $227,751$3$0$0
Brian Ehli$10$3$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 530-351

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A) 		Loans
Outstanding at
Start of Period
(B) 		Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1) 		Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not listed above     
Total of all lines above$168,842$0$12,896$0$155,946
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Name: Billings Education Association
Purpose: Real Property Purch
Security: Second Mortgage
Terms of Repayment: 5.500%
$156,413$8,109$148,304
Name: Great Falls Education Associat
Purpose: Replace Roof
Security: Second Mortgage
Terms of Repayment: 5.0%
$12,429$4,787$7,642
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 530-351

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Gross Sales Price
(D) 		Amount Received
(E)
Total of all lines above$94,425$4,954$17,475$17,475
Equipment$29,520$1,956$0$0
Automobiles$64,905$2,998$17,475$17,475
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$17,475
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 530-351

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$182,896$172,587$180,896
Automobiles$69,757$60,185$69,757
Equipment$4,201$3,464$2,201
Purchase of Investments$108,938$108,938$108,938
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$180,896
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 530-351

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost$1,247,020
B. Total Book Value$1,747,818
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • American Funds
$1,747,818
Other Investments 
D. Total Cost$457,769
E. Total Book Value$566,775
F. List each other investment which has a book value over $5,000 and exceeds 5% of Line E.  Also, list each subsidiary for which separate reports are attached.  
  • Deferred Compensation Plan Investments
$566,775
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $2,314,593
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 530-351

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      1232 E. 6th Ave., Helena, MT 59601$6,764 $6,764$59,556
B. Buildings (give location)    
Building  1 :      1232 E. 6th Ave., Helena, MT 59601$997,299$508,645$488,654$488,654
C. Automobiles and Other Vehicles$425,749$301,730$124,019$124,019
D. Office Furniture and Equipment$339,410$295,536$43,855$43,855
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,769,222$1,105,911$663,292$716,084
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 530-351

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $31,084
Prepaid Expenses$31,084
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 530-351

Entity or Individual Name
(A) 		Total Account
Payable
(B) 		90-180 Days
Past Due
(C) 		180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable$0$0$0$0
Total from all other accounts payable$113,857$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $113,857$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 530-351

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

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $1,510,488
Accrued Salaries and Wages$109,711
Payroll Taxes and Benefits$7,957
Deferred Compensation Plan$566,775
Funds Held for Members$34,196
Deferred Revenue$26,663
Capital Lease Payable$29,927
Accrued Compensated Absences$735,259
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 530-351

(A)
Name		(B)
Title		(C)
Status		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances
Disbursed 		(F)
Disbursements for Official Business 		(G)
Other
Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Feaver ,  Eric  
President
C		$122,705$16,238$138,943
I
Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		35 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		40 %
A
B
C 		Charlson ,  Melanie  
1st Vice President
C		$4,646$8,225$12,871
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 		Dwyer ,  Bill  
2nd Vice President
N		$531$1,587$2,118
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 		Aarstad ,  Rich  
Treasurer
C		$4,646$2,097$6,743
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 		Curtis ,  Amanda  
NEA Director
C		$4,646$2,916$7,562
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 		Bell ,  Matt  
Director-At-Large
C		$1,885$1,885
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 		Marcille ,  Gene  
District 1 Chair
C		$2,689$2,689
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 		Huestis ,  Lee  
District 1 Vice Chair
P		$3$3
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 		Rider ,  Lynne  
District 1 1st Vice Chair
N		$2,540$2,540
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 		Carlson ,  Patti  
District 1 2nd Vice Chair
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 		Muller ,  Janice  
District 2 Chair
P		$3,334$3,334
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 		Kolczak ,  Christine  
District 2 Chair
N		$454$454
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 		Burgess ,  Pam  
District 2 Vice Chair
N		$578$578
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 		Kenison ,  Mike  
District 3 Chair
C		$1,977$1,977
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 		Novak ,  Sara  
District 3 Vice Chair
P		$210$210
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 		Tucker ,  Lisa  
District 3 Vice Chair
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 		Rutherford ,  Kathy  
District 4 Chair
C		$1,827$1,827
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 		Rasmussen ,  Christine  
District 4 Vice Chair
P		$114$114
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 		Matthews ,  Eric  
District 4 1st Vice Chair
N		$14$14
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 		Campbell ,  Colette  
District 4 2nd Vice Chair
N		$936$936
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 		Lavinder Schwalk ,  Shelli  
District 5 Chair
C		$3,673$3,673
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 		Gruber ,  Ron  
District 5 Vice Chair
P		$370$370
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 		Smail ,  Yvette  
District 5 1st Vice Chair
N		$2,993$2,993
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 		Harrington ,  Samantha  
District 5 2nd Vice Chair
N		$634$634
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 		Doke ,  Trista  
District 6 Chair
C		$4,691$4,691
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 		Smith ,  Barb  
District 6 Vice Chair
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 		Seiffert ,  Mark  
District 6 1st Vice Chair
N		$7,454$7,454
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 		Esquivel ,  Omega  
District 6 2nd Vice Chair
N		$454$454
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 		Enebo ,  Laurie  
District 7 Chair
C		$7,710$7,710
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 		Spracklin ,  Janet  
District 7 Vice Chair
P		$614$614
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 		Lokken-Frandsen ,  Cara  
District 7 1st Vice Chair
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 		Johnson ,  Jim  
District 7 2nd Vice Chair
N		$637$637
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 		Barnhart ,  Jesse  
District 8 Chair
C		$4,223$4,223
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 		Bishop ,  Elizabeth  
District 8 Vice Chair
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 		Clark ,  Karla  
District 8 1st Vice Chair
N		$767$767
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 		Keith ,  Jim  
District 8 2nd Vice Chair
N		$2,075$2,075
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 		Wells ,  Rita  
District 9 Chair
C		$4,963$4,963
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 		Bremer ,  Lori  
District 9 Vice Chair
P		$36$36
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 		Fulton ,  Tom  
District 9 1st Vice Chair
N		$2,044$2,044
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 		Murphy ,  Brian  
District 9 2nd Vice Chair
N		$1,365$1,365
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 		Proctor ,  Scott  
District 10 Chair
P		$1,311$1,311
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 		Kimmet ,  Ron  
District 10 Chair
N		$1,946$1,946
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 		Dias ,  Eden  
District 10 Vice Chair
P		$334$334
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 		Willis ,  Debbie  
Dist 10 1st Vice Chair
N		$1,330$1,330
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 		Cohenour ,  Joe  
Dist 10 2nd Vice Chair
N		$537$537
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 		Seiffert ,  Mark  
District 11 Chair
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 		Southergill ,  Glen  
Dist 11 Vice Chair
P		$635$635
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 		Clague ,  Valerie  
District 12 Chair
P		$365$365
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 		Graham ,  Shannon  
District 12 Vice Chair
P		$11$11
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 		Crowley ,  Julianna  
District 13 Chair
P		$1,018$1,018
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 		Murphy ,  Scott  
District 13 Vice Chair
P		$147$147
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 		Fulton ,  Tom  
District 14 Chair
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 		Harris ,  Dave  
District 14 Vice Chair
P		$77$77
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 		Smail ,  Yvette  
District 15 Chair
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 		Hall ,  Diane  
District 15 Vice Chair
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 		Yellowrobe ,  Lewis  
District 16 Vice Chair
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 		Kimmet ,  Ron  
District 17 Chair
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 		Willis ,  Debbie  
District 17 Vice Chair
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 		Hamer ,  Marilyn  
Dist 17 Sec/Alternate
P		$172$172
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$137,174$0$100,210$0$237,384
Less Deductions     
Net Disbursements    $237,384
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 530-351

(A)
Name		(B)
Title		(C)
Other Payer		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances Disbursed 		(F)
Disbursements for Official Business 		(G)
Other Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Burgess ,  Tom  
Field Consultant
N/A		$116,870$12,802$129,672
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Burke ,  Erik  
Executive Director
N/A		$144,505$9,945$154,450
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		50 %
A
B
C 		Caldwell ,  Lauren  
Political Director
N/A		$86,663$9,060$95,723
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		85 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Copeland ,  Maggie  
Field Consultant
N/A		$119,241$12,874$132,115
I
Schedule 15
Representational Activities 		97 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Cowee ,  Jeff  
Field Consultant
N/A		$81,870$5,341$87,211
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Crowley ,  Julianna  
Member Organizer
N/A		$1,127$0$1,127
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 		DeTienne ,  Cindy  
Administrative Assistant
N/A		$63,282$58$63,340
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Devine ,  Jolene  
Membership Specialist
N/A		$62,138$2,496$64,634
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Diehl ,  Heather  
Field Consultant
N/A		$91,458$1,847$93,305
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Ehli ,  Brian  
Field Consultant
N/A		$118,056$8,077$126,133
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		England ,  Monique  
Member Organizer
N/A		$3,222$783$4,005
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Ferro ,  Marco  
Public Policy Director
N/A		$114,655$11,647$126,302
I
Schedule 15
Representational Activities 		45 % Schedule 16
Political Activities and Lobbying 		35 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		20 %
A
B
C 		Fladmo ,  Diane  
Research Director
N/A		$114,655$3,761$118,416
I
Schedule 15
Representational Activities 		70 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Foot ,  Maria  
Member Organizer
N/A		$8,392$1,384$9,776
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Gardiner ,  Kyla  
Member Organizer
N/A		$7,057$957$8,014
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Graham ,  Shannon  
Member Organizer
N/A		$3,402$937$4,339
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 		Graveley ,  Donna  
Management Assistant
N/A		$65,502$4,398$69,900
I
Schedule 15
Representational Activities 		15 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		75 %
A
B
C 		Greenfield ,  Jeff  
Field Consultant
N/A		$105,845$4,236$110,081
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Harris ,  Tammy  
Field Consultant
N/A		$96,252$10,089$106,341
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Haverlandt ,  Carol  
Field Consultant
N/A		$114,655$4,945$119,600
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Houtz ,  Luci  
Administrative Assistant
N/A		$61,220$281$61,501
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Jones ,  Don  
Member Rights Director
N/A		$86,663$9,172$95,835
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Kuntz ,  Lindsey  
Member Organizer
N/A		$832$86$918
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		McCulloch ,  Scott  
Field Consultant
N/A		$119,122$7,063$126,185
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		McNac ,  Terrie  
Member Organizer
N/A		$1,117$64$1,181
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 		Nielsen ,  Larry  
Field Consultant
N/A		$114,655$8,305$122,960
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Novak ,  Cathy  
Chief Financial Officer
N/A		$118,095$2,916$121,011
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Porte ,  Sanna  
Communications Director
N/A		$160,715$5,818$166,533
I
Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		50 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		25 %
A
B
C 		Reed ,  Shayla  
Member Organizer
N/A		$4,552$472$5,024
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Reichelt ,  Shauna  
Administrative Assistant
N/A		$55,036$578$55,614
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Riitano ,  Mary  
Administrative Assistant
N/A		$64,799$579$65,378
I
Schedule 15
Representational Activities 		59 % Schedule 16
Political Activities and Lobbying 		35 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		6 %
A
B
C 		Sarbu ,  Renne't  
Member Organizer
N/A		$8,462$1,999$10,461
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 		Severson ,  Dave  
Field Consultant
N/A		$174,816$3,563$178,379
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Shawn ,  Jane  
Member Organizer
N/A		$8,412$3,031$11,443
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Smith ,  Morgan  
Organizer
N/A		$105,845$7,355$113,200
I
Schedule 15
Representational Activities 		70 % Schedule 16
Political Activities and Lobbying 		20 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		10 %
A
B
C 		Spatz ,  Rachelle  
Member Organizer
N/A		$3,070$1,000$4,070
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Thomas ,  Becky  
Administrative Assistant
N/A		$65,268$450$65,718
I
Schedule 15
Representational Activities 		15 % Schedule 16
Political Activities and Lobbying 		22 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		63 %
A
B
C 		Treib ,  Kate  
Administrative Assistant
N/A		$47,277$605$47,882
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Ulsher ,  Jeremiah  
Member Organizer
N/A		$2,210$377$2,587
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 		Whaley ,  Nathan  
Member Organizer
N/A		$40$0$40
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 		Wilkins ,  Susan  
Membership Specialist II
N/A		$61,890$3,139$65,029
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Wood ,  Jami  
Administrative Assistant
N/A		$62,589$1,991$64,580
I
Schedule 15
Representational Activities 		47 % Schedule 16
Political Activities and Lobbying 		38 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		15 %
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$2,845,532$0$164,481$0$3,010,013
Less Deductions     
Net Disbursements    $3,010,013
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 530-351

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 18,802 
Agency Fee Payers*2
Total Members/Fee Payers18,804 
*Agency Fee Payers are not considered members of the labor organization.
Active17,062Yes
Retired1,567Yes
Student133Yes
Staff33No
Associate0No
Substitute7No
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 530-351

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$809,833
2. Named Payer Non-itemized Receipts$97,095
3. All Other Receipts$1,665
4. Total Receipts$908,593
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$246,913
2. Named Payee Non-itemized Disbursements$49,948
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$5,894
6. Total Disbursements$302,755
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$108,908
2. Named Payee Non-itemized Disbursements$27,917
3. To Officers$34,736
4. To Employees$2,029,860
5. All Other Disbursements$115,852
6. Total Disbursements$2,317,273
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$69,853
2. Named Payee Non-itemized Disbursements$159,207
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$62,736
6. Total Disbursements$291,796
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$37,643
2. Named Payee Non-itemized Disbursements$6,073
3. To Officers$48,630
4. To Employees$399,939
5. All Other Disbursements$12,503
6. Total Disbursements$504,788
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$133,316
2. Named Payee Non-itemized Disbursements$37,508
3. To Officers$154,018
4. To Employees$580,211
5. All Other Disbursements$107,550
6. Total Disbursements$1,012,603
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 530-351

Name and Address
(A)
American Federation of Teachers

555 New Jersey Ave. NW
Washington
DC
20001
Type or Classification
(B)
National Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$23,341
Total Non-Itemized Transactions with this Payee/Payer$73,353
Total of All Transactions with this Payee/Payer for This Schedule$96,694
Direct Assistance07/30/2018$8,315
Direct Assistanct08/15/2018$5,165
Legal Fees & Expenses08/17/2018$9,861
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$786,492
Total Non-Itemized Transactions with this Payee/Payer$13,327
Total of All Transactions with this Payee/Payer for This Schedule$799,819
Uniserv Grant09/19/2017$123,885
NEA Grant10/24/2017$25,000
Uniserv Grant12/13/2017$123,885
Comprehensive Cooperative Project Agreement01/08/2018$120,476
Uniserv Grant03/20/2018$123,885
Comprehensive Cooperative Project Agreement06/18/2018$120,476
Uniserv Grant06/15/2018$123,885
MT Organizing Project Grant07/17/2018$25,000
Name and Address
(A)
NEA Member Benefits Corp

900 Clopper Road Ste 300
Gaithersburg
MD
20878
Type or Classification
(B)
Member Benefits Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,415
Total of All Transactions with this Payee/Payer for This Schedule$10,415
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 530-351

Name and Address
(A)
American Federation of Teachers SW/Mtn Region

603 W. 9th St.
Austin
TX
78701
Type or Classification
(B)
National Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$33,208
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$33,208
Membership Recruitment & Organizing07/26/2018$33,208
Name and Address
(A)
Edge Marketing + Design LLC

1131 Poplar St.
Helena
MT
59601
Type or Classification
(B)
Marketing & Website Development Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,263
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,263
Website04/27/2018$7,263
Name and Address
(A)
Event Ready
PO Box 1328

Roseville
CA
95678
Type or Classification
(B)
Web based Event Management
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,817
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$11,817
Educator Conference Event Management10/26/2017$11,817
Name and Address
(A)
Hilton Garden Inn Missoula

3720 N. Reserve St.
Missoula
MT
59808
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,095
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$9,095
Educator Conference Hotel11/29/2017$9,095
Name and Address
(A)
K & J Convention Services LLC
5234

Helena
MT
59604
Type or Classification
(B)
Convention Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,086
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$9,086
Educator Conference Booths and Tables10/26/2017$9,086
Name and Address
(A)
Karl Englund, Attorney at Law
8358

Missoula
MT
59807
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,963
Total of All Transactions with this Payee/Payer for This Schedule$9,963
Name and Address
(A)
McDonald Law Firm LLC

1714 Forest Meadow Court
Billings
MT
59102
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,279
Total of All Transactions with this Payee/Payer for This Schedule$6,279
Name and Address
(A)
McDonald Law Office PLLC
1570

Helena
MT
59624
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,285
Total Non-Itemized Transactions with this Payee/Payer$5,447
Total of All Transactions with this Payee/Payer for This Schedule$13,732
Legal Services09/07/2017$8,285
Name and Address
(A)
Montana Professional Teaching Foundation

1232 E. 6th Ave.
Helena
MT
59601
Type or Classification
(B)
Charitable Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,540
Total Non-Itemized Transactions with this Payee/Payer$155
Total of All Transactions with this Payee/Payer for This Schedule$9,695
Educator Conference Presenter Fees12/21/2017$9,540
Name and Address
(A)
National Education Association

1201 16th St. NW
Washington
DC
20036
Type or Classification
(B)
National Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,232
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$15,232
Educators Employment Liability Premium09/29/2017$15,232
Name and Address
(A)
Thomas Printing
9048

Kalispell
MT
59904
Type or Classification
(B)
Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,382
Total Non-Itemized Transactions with this Payee/Payer$6,073
Total of All Transactions with this Payee/Payer for This Schedule$11,455
Newsletters01/12/2018$5,382
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 530-351

Name and Address
(A)
A Better Big Sky

220 S. 27th Street
Billings
MT
59101
Type or Classification
(B)
Grassroots Organization
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
Legislative Advocacy Members07/19/2018$25,000
Name and Address
(A)
Edge Marketing + Design LLC

1131 Poplar St.
Helena
MT
59601
Type or Classification
(B)
Marketing and Website Development Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,262
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,262
Website04/27/2018$7,262
Name and Address
(A)
Thomas Printing Company Inc

9048
Kalispell
MT
59904
Type or Classification
(B)
Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,381
Total Non-Itemized Transactions with this Payee/Payer$6,073
Total of All Transactions with this Payee/Payer for This Schedule$11,454
Newsletters01/12/2018$5,381
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 530-351

Name and Address
(A)
Best Western Great Northern Hotel

835 Great Northern Blvd
Helena
MT
59601
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$18,196
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$18,196
Member Recognitions Reception 04/20/2018$18,196
Name and Address
(A)
Billings Classified Employees Assn

510 N. 29th
Billings
MT
59101
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,170
Total of All Transactions with this Payee/Payer for This Schedule$7,170
Name and Address
(A)
Billings Education Association

510 N. 29th
Billings
MT
59101
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$61,600
Total Non-Itemized Transactions with this Payee/Payer$200
Total of All Transactions with this Payee/Payer for This Schedule$61,800
Financial Assistance to Affiliate01/25/2018$30,800
Financial Assistance to Affiliate06/15/2018$30,800
Name and Address
(A)
Bozeman Education Association

8325 Goldenstein Lane
Bozeman
MT
59715
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$23,815
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$23,815
Financial Assistance to Affiliate01/25/2018$11,907
Financial Assistance to Affiliate06/15/2018$11,908
Name and Address
(A)
Butte Teachers Union

156 West Granite St. #F
Butte
MT
59701
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,587
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$11,587
Financial Assistance to Affiliate01/25/2018$5,793
Financial Assistance to Affiliate06/15/2018$5,794
Name and Address
(A)
Great Falls Education Association

511 13th Ave. S.
Great Falls
MT
59405
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$38,170
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$38,170
Financial Assistance to Affiliate01/25/2018$19,085
Financial Assistance to Affiliate06/15/2018$19,085
Name and Address
(A)
Helena Education Association
1232 E. 6th Ave.
1232 E.
Helena
MT
59601
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$34,980
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$34,980
Financial Assistance to Affiliate01/25/2018$17,435
Financial Assistance to Affiliate06/15/2018$17,545
Name and Address
(A)
Kalispell Education Association

1082 Rocky Meadows Trail
Kalispell
MT
59901
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,940
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$11,940
Financial Assistance to Affiliate01/25/2018$6,000
Financial Assistance to Affiliate06/15/2018$5,940
Name and Address
(A)
Merged Missoula Classified Employees Org

1890 Ola Dr.
Missoula
MT
59802
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,360
Total of All Transactions with this Payee/Payer for This Schedule$6,360
Name and Address
(A)
Missoula Education Association

1001 SW Higgins, Ste 101
Missoula
MT
59803
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$35,915
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$35,915
Financial Assistance to Affiliate01/25/2018$17,793
Financial Assistance to Affiliate06/15/2018$18,122
Name and Address
(A)
Montana Professional Teaching Foundation
1232 E. 6th Ave.
1232 E.
Helena
MT
59601
Type or Classification
(B)
Non-profit Charitable Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$36,218
Total of All Transactions with this Payee/Payer for This Schedule$36,218
Name and Address
(A)
University Faculty Association

002 University Hall, U of M
Missoula
MT
59812
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,710
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,710
Financial Assistance to Affiliate01/25/2018$5,280
Financial Assistance to Affiliate06/15/2018$5,430
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 530-351

Name and Address
(A)
360 Office Solutions
30598

Billings
MT
59107
Type or Classification
(B)
Office Supply Store
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,619
Total of All Transactions with this Payee/Payer for This Schedule$11,619
Name and Address
(A)
Billings Education Association

510 N. 29th
Billings
MT
59101
Type or Classification
(B)
Local Affiliate - Rent & Office Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$16,049
Total of All Transactions with this Payee/Payer for This Schedule$16,049
Name and Address
(A)
Black Box Network Services

21398 Network Place
Chicago
IL
60673
Type or Classification
(B)
Phone Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,273
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$11,273
Phone Maintenance Contract05/25/2018$11,273
Name and Address
(A)
CDW Direct
75723

Chicago
IL
60675
Type or Classification
(B)
Information Technology Products
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,451
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$11,451
Computer Technology02/16/2018$11,451
Name and Address
(A)
CenturyLink
29040

Phoenix
AZ
85038-9040
Type or Classification
(B)
Telephone Service Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$22,085
Total of All Transactions with this Payee/Payer for This Schedule$22,085
Name and Address
(A)
Core Control Inc.

705 Osterman Drive, Ste F
Bozeman
MT
59715
Type or Classification
(B)
Building Management Systems Service Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,369
Total of All Transactions with this Payee/Payer for This Schedule$7,369
Name and Address
(A)
Davis Business Machines

1129 Helena Ave.
Helena
MT
59601
Type or Classification
(B)
Office Equipment Sale & Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,865
Total of All Transactions with this Payee/Payer for This Schedule$10,865
Name and Address
(A)
De Lage Landen
41602

Philadelphia
PA
19101
Type or Classification
(B)
Financial Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,129
Total of All Transactions with this Payee/Payer for This Schedule$7,129
Name and Address
(A)
Formost Graphic Communications

19209-A Chennault Way
Gaithersburg
MD
20879
Type or Classification
(B)
Printing/Membership Card Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,813
Total Non-Itemized Transactions with this Payee/Payer$2,254
Total of All Transactions with this Payee/Payer for This Schedule$9,067
Membership Card Kits06/05/2018$6,813
Name and Address
(A)
Great Falls Education Association

511 13th Ave. S.
Great Falls
MT
59405
Type or Classification
(B)
Local Affiliate - Rent & Office Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$17,147
Total of All Transactions with this Payee/Payer for This Schedule$17,147
Name and Address
(A)
Lewis & Clark County Treasurer

316 N. Park Ave. Rm 147
Helena
MT
59623
Type or Classification
(B)
County Treasurer
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,490
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,490
Property Taxes11/10/2017$7,490
Name and Address
(A)
Montana Educators' Credit Union
2668

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

49 E. Broadway
Butte
MT
59707
Type or Classification
(B)
Utilities Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,563
Total of All Transactions with this Payee/Payer for This Schedule$7,563
Name and Address
(A)
Pitney Bowes
223648

Pittsburgh
PA
15250
Type or Classification
(B)
Postage Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,000
Total Non-Itemized Transactions with this Payee/Payer$2,500
Total of All Transactions with this Payee/Payer for This Schedule$17,500
Postage Meter Refill09/15/2017$5,000
Postage Meter Refill04/20/2018$5,000
Postage Meter Refill08/09/2018$5,000
Name and Address
(A)
Pitney Bowes Global Financial
856460

Louisville
KY
40285
Type or Classification
(B)
Postage Meter Rental
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,432
Total of All Transactions with this Payee/Payer for This Schedule$9,432
Name and Address
(A)
Service Master
310

Helena
MT
59624
Type or Classification
(B)
Janitorial Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,260
Total of All Transactions with this Payee/Payer for This Schedule$9,260
Name and Address
(A)
The Billings Times

2919 Montana Ave.
Billings
MT
59101
Type or Classification
(B)
Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,059
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,059
Outside Printing08/09/2018$5,059
Name and Address
(A)
Travelers Insurance
660317

Dallas
TX
Type or Classification
(B)
Insurance Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,767
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$12,767
Property/Umbrella/Liability Insurance09/07/2017$12,767
Name and Address
(A)
Verizon Wireless
9622

Mission Hills
CA
91346-9622
Type or Classification
(B)
Cell Phone Service Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,387
Total of All Transactions with this Payee/Payer for This Schedule$10,387
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 530-351

Name and Address
(A)
Allegra Marketing

40 W. Lawrence
Helena
MT
59601
Type or Classification
(B)
Printing & Promotional Products Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,892
Total Non-Itemized Transactions with this Payee/Payer$6,852
Total of All Transactions with this Payee/Payer for This Schedule$22,744
Promotional Products06/21/2018$6,196
Promotional Products08/09/2018$9,696
Name and Address
(A)
Anderson ZurMuehlen & Co.
1040

Helena
MT
59624-1040
Type or Classification
(B)
Accounting Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,000
Total Non-Itemized Transactions with this Payee/Payer$7,000
Total of All Transactions with this Payee/Payer for This Schedule$22,000
Audit Services10/26/2017$15,000
Name and Address
(A)
Ashford TRS Nickel LLC
205484

Dallas
TX
75320
Type or Classification
(B)
Hotel - Minneapolis Hilton
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,681
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,681
NEA Representative Assembly06/15/2018$7,681
Name and Address
(A)
Best Western Great Northern Hotel

835 Great Northern Blvd
Helena
MT
59601
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,863
Total Non-Itemized Transactions with this Payee/Payer$2,481
Total of All Transactions with this Payee/Payer for This Schedule$11,344
Annual Conference02/07/2018$8,863
Name and Address
(A)
Data Imaging Systems Inc.
20457

Billings
MT
59104-0457
Type or Classification
(B)
Electronic Data Storage
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,977
Total of All Transactions with this Payee/Payer for This Schedule$6,977
Name and Address
(A)
Delta Hotels Marriott Helena Colonial Hotel

2301 Colonial Drive
Helena
MT
59601
Type or Classification
(B)
Hotel & Convention Center
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$37,939
Total Non-Itemized Transactions with this Payee/Payer$484
Total of All Transactions with this Payee/Payer for This Schedule$38,423
Annual Conference04/20/2018$37,939
Name and Address
(A)
Hilton Billings

27 N. 27th St.
Billings
MT
59101
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,003
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$13,003
Regional Training11/10/2017$13,003
Name and Address
(A)
Holiday Inn Missoula Downtown

200 South Pattee St.
Missoula
MT
59802
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,138
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$20,138
Regional Training02/28/2018$7,657
Regional Training03/08/2018$12,481
Name and Address
(A)
Renaissance Pittsburgh Hotel

107 6th St.
Pittsburgh
PA
15222
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,541
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$9,541
AFT Convention06/18/2018$9,541
Name and Address
(A)
Trister, Ross, Schadler & Gold PLLC

1666 Connecticut Ave. NW
Washington
DC
20009
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,259
Total Non-Itemized Transactions with this Payee/Payer$755
Total of All Transactions with this Payee/Payer for This Schedule$6,014
Legal Services08/31/2018$5,259
Name and Address
(A)
United Airlines

233 S. Wacker Dr.
Chicago
IL
60606
Type or Classification
(B)
Airline Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,959
Total of All Transactions with this Payee/Payer for This Schedule$12,959
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 530-351

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$1,810,610
Health/Dental/Vision InsuranceMontana Unified School Trust$704,270
Multi-Employer Pension PlanNEA Employees Retirement Fund$1,018,938
Officer's Money Purchase Pension PlanDA Davidson & Co.$18,406
Life/AD&D/Long-Term DisabilityUnum Provident Corporation$33,402
Accidental Death & Dismemberment/Life InsuranceUnum Provident Corporation$5,549
Health Reimbursement Account PlanAllegiance Benefit Plan Management$30,045
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 530-351
Item 71 Title: The Executive Director signs instead of the Treasurer as he has more knowledge of the organization on a daily basis.

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

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

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

Question 11(a):

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

Schedule 1, Row1:

Schedule 1, Row1:

Schedule 2, Row1:

Schedule 2, Row1:

Schedule 2, Row2:

Schedule 2, Row2:

Schedule 13, Row1:

Schedule 13, Row1:

Schedule 13, Row1:

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

Schedule 13, Row2:

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

Schedule 13, Row2:

Schedule 13, Row2:

Schedule 13, Row3:

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

Schedule 13, Row3:

Schedule 13, Row3:

Schedule 13, Row4:

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

Schedule 13, Row4:

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

Schedule 13, Row5:

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

Schedule 13, Row5:

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

Schedule 13, Row6:

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

Schedule 13, Row6:

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