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: 09-30-2021
MUST BE USED BY LABOR ORGANIZATIONS WITH $250,000 OR MORE IN TOTAL ANNUAL RECEIPTS AND LABOR ORGANIZATIONS IN TRUSTEESHIP

This report is mandatory under P.L. 86-257, as amended.  Failure to comply may result in criminal prosecution, fines, or civil penalties as provided by 29 U.S.C. 439 or 440.
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.
For Official Use Only
1. FILE NUMBER
514-601
2. PERIOD COVERED
From06/01/2018
Through05/31/2019
3. (a) AMENDED - Is this an amended report:
No
(b) HARDSHIP - Filed under the hardship procedures:
No
(c) TERMINAL - This is a terminal report:No
4. AFFILIATION OR ORGANIZATION NAME
CLASSIFIED SCHOOL EMPLS, AMER ASN
5. DESIGNATION (Local, Lodge, etc.)
STATE ASSOCIATION
 6. DESIGNATION NBR

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

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


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


Yes

Each of the undersigned, duly authorized officers of the above labor organization, declares, under penalty of perjury and other applicable penalties of law, that all of the information submitted in this report (including information contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned individual's knowledge and belief, true, correct and complete (See Section V on penalties in the instructions.)
70. SIGNED:Lisa J GourleyPRESIDENT71. SIGNED:Rick ShidakerTREASURER
Date:Aug 28, 2019Telephone Number:541-974-3457Date:Aug 28, 2019Telephone Number:541-912-2223
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 514-601
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?No
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?No
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?06/2019
20. How many members did the labor organization have at the end of the reporting period?15,130
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees1.8%perN/AN/AN/A
(b) Working Dues/FeesN/AperN/AN/AN/A
(c) Initiation FeesN/AperN/AN/AN/A
(d) Transfer FeesN/AperN/AN/AN/A
(e) Work PermitsN/AperN/AN/AN/A

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

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $3,208,589$4,284,774
23. Accounts Receivable1$0$0
24. Loans Receivable2$0
25. U.S. Treasury Securities $194,734$198,258
26. Investments5
27. Fixed Assets6$1,280,143$1,148,866
28. Other Assets7$0
29. TOTAL ASSETS $4,683,466$5,631,898

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$0
31. Loans Payable9$0
32. Mortgages Payable $0$0
33. Other Liabilities10$1,263$645
34. TOTAL LIABILITIES $1,263$645
35. NET ASSETS$4,682,203$5,631,253
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 514-601

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $7,522,068
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $1,446
40. Interest $8,173
41. Dividends $0
42. Rents $13,064
43. Sale of Investments and Fixed Assets3$400
44. Loans Obtained9
45. Repayments of Loans Made2
46. On Behalf of Affiliates for Transmittal to Them $289,988
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$1,002,708
49. TOTAL RECEIPTS $8,837,847
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$2,156,383
51. Political Activities and Lobbying16$677,297
52. Contributions, Gifts, and Grants17$40,636
53. General Overhead18$726,386
54. Union Administration19$1,152,961
55. Benefits20$1,232,038
56. Per Capita Tax $1,381,586
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$4,169
61. Loans Made2
62. Repayment of Loans Obtained9
63. To Affiliates of Funds Collected on Their Behalf $148,616
64. On Behalf of Individual Members $0
65. Direct Taxes $241,590
  
66. Subtotal $7,761,662
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$673,748  
  67b. Less Total Disbursed$673,748  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $7,761,662
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 514-601

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

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

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Gross Sales Price
(D) 		Amount Received
(E)
Total of all lines above$679$133$400$400
Laptop$679$133$400$400
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$400
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 514-601

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$4,169$4,169$4,169
Laptop$845$845$845
Paper folder$3,324$3,324$3,324
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$4,169
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 514-601

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

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      Salem$164,170 $164,170$685,250
Land  2 :      Portland$22,000 $22,000$142,922
Land  3 :      Eugene$20,000 $20,000$51,161
B. Buildings (give location)    
Building  1 :      Salem, Portland, Eugene$1,806,148$1,009,179$796,969$1,829,520
C. Automobiles and Other Vehicles$378,938$282,091$96,847$55,000
D. Office Furniture and Equipment$265,630$216,750$48,880$64,708
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $2,656,886$1,508,020$1,148,866$2,828,561
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 514-601

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

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

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

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $645
Payroll related liabilities$645
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 514-601

(A)
Name		(B)
Title		(C)
Status		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances
Disbursed 		(F)
Disbursements for Official Business 		(G)
Other
Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Stoelb ,  George   T
President
C		$93,856$23,458$117,314
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		31 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		69 %
A
B
C 		Jones ,  Teri   H
Vice President
C		$656$7,665$8,321
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		47 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		53 %
A
B
C 		Hofer ,  Mary   P
Secretary
C		$5,900$5,900
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		56 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		44 %
A
B
C 		Luisi ,  Bonnie   K
Jr. Past President
C		$5,384$5,384
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		35 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		65 %
A
B
C 		Hess ,  Dianna   G
Zone 1 Director
C		$2,143$3,942$6,085
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		42 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		58 %
A
B
C 		Siegel ,  Melissa  
Zone 2 Director
N		$1,483$1,483
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		42 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		58 %
A
B
C 		Gourley ,  Lisa   J
Zone 3 Director
C		$850$2,411$3,261
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		25 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		75 %
A
B
C 		Waggoner ,  Sheila   M
Zone 4 Director
N		$1,214$998$2,212
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		52 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		48 %
A
B
C 		McCambridge ,  Marina   R
Zone 5 Director
C		$1,315$5,064$6,379
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		13 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		87 %
A
B
C 		McCanna ,  Monica   L
Zone 6 Director
C		$6,232$6,232
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		17 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		83 %
A
B
C 		Young-Whitnah ,  Anjee   M
Zone 7 Director
C		$103$5,760$5,863
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		70 %
A
B
C 		Carlson ,  Jane   M
Zone 2 Director
P		$1,508$1,508
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		8 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		92 %
A
B
C 		Wirth ,  Mary   H
Vice President
P		$5,816$5,816
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		37 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		63 %
Total Officer Disbursements$100,137$0$75,621$0$175,758
Less Deductions     
Net Disbursements    $175,758
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 514-601

(A)
Name		(B)
Title		(C)
Other Payer		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances Disbursed 		(F)
Disbursements for Official Business 		(G)
Other Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Ash-Meyerdierk ,  April  
Organizer
N/A		$77,295$6,645$6,825$90,765
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Bonner ,  Kimberly  
Field Representative
N/A		$78,105$1,856$2,235$82,196
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Bradetich ,  Robert  
Field Representative
N/A		$60,335$1,990$1,919$64,244
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 		Drought ,  Cynthia  
Field Representative/Secr
N/A		$77,295$2,624$8,675$88,594
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Edge ,  Elissa  
Organizer
N/A		$77,295$10,394$3,721$91,410
I
Schedule 15
Representational Activities 		97 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Edwards ,  Edward  
Director of Government Re
N/A		$110,108$1,959$2,904$114,971
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		100 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Estabrook ,  Bob  
Government Relations Spec
N/A		$65,895$2,646$719$69,260
I
Schedule 15
Representational Activities 		8 % Schedule 16
Political Activities and Lobbying 		92 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Fitzpatrick ,  Celest  
Accounting Assistant
N/A		$49,060$533$78$49,671
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		20 % Schedule 19
Administration 		80 %
A
B
C 		Greeley ,  Susan  
Field Representative
N/A		$78,285$2,679$3,084$84,048
I
Schedule 15
Representational Activities 		97 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Gutman ,  Jim  
Field Representative
N/A		$71,768$3,166$6,778$81,712
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Hallman ,  Linda  
Secretary
N/A		$53,426$1,840$825$56,091
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		20 % Schedule 19
Administration 		60 %
A
B
C 		Harris ,  Shawna  
Field Representative
N/A		$77,295$1,144$1,613$80,052
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 		Hoss ,  Timothy  
Field Representative
N/A		$64,592$2,602$2,329$69,523
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 		Johnson ,  Ahrien  
Field Representative
N/A		$42,737$2,142$3,103$47,982
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Krawetz ,  Jacqui  
Communications Specialist
N/A		$26,321$641$189$27,151
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		70 %
A
B
C 		Larsen ,  Bradley  
Director of Fiscal Operat
N/A		$87,107$1,589$88,696
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		1 % Schedule 18
General Overhead 		18 % Schedule 19
Administration 		80 %
A
B
C 		McNally ,  Christine  
Executive Secretary
N/A		$70,879$460$66$71,405
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		90 %
A
B
C 		Metzger ,  Soren  
Organizer/Government Rela
N/A		$49,279$3,197$3,014$55,490
I
Schedule 15
Representational Activities 		17 % Schedule 16
Political Activities and Lobbying 		83 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Meyer ,  Cydnie  
Field Representative
N/A		$75,154$1,958$1,519$78,631
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Meyerdierk ,  Howard  
Field Representative
N/A		$77,295$1,474$2,185$80,954
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Miller ,  Susan  
Director of Field Operati
N/A		$100,535$3,127$1,202$104,864
I
Schedule 15
Representational Activities 		70 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		20 %
A
B
C 		Miller ,  Tracey  
Field Representative
N/A		$79,275$1,236$1,536$82,047
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Mohr ,  Andrea  
Secretary
N/A		$43,473$1,352$800$45,625
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		70 %
A
B
C 		Munoz ,  Lesly  
Organizer
N/A		$75,117$2,021$3,168$80,306
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Ortega ,  Gabe  
Field Representative
N/A		$77,295$2,244$12,287$91,826
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Plett ,  Michael  
Communications Specialist
N/A		$75,048$2,858$42$77,948
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		19 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		41 %
A
B
C 		Pomeroy ,  Katherine  
Secretary
N/A		$46,720$9$607$47,336
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		70 %
A
B
C 		Ramirez ,  Richard  
Director of Organizing
N/A		$100,535$1,552$3,250$105,337
I
Schedule 15
Representational Activities 		57 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		30 %
A
B
C 		Scott ,  Matt  
Organizer
N/A		$64,592$1,255$3,279$69,126
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Sears ,  Steven  
Field Representative
N/A		$70,686$5,946$5,206$81,838
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 		Shidaker ,  Rick  
Executive Director
N/A		$119,131$5,813$11,827$136,771
I
Schedule 15
Representational Activities 		33 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		55 %
A
B
C 		Simmons ,  Jill  
Field Representative
N/A		$77,295$1,195$1,020$79,510
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Staudinger ,  Teri  
Field Representative
N/A		$72,155$1,831$3,445$77,431
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 		Tift ,  James  
Field Representative
N/A		$79,275$1,485$2,495$83,255
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Welp ,  Timothy  
Field Representative
N/A		$77,295$4,102$4,063$85,460
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Whitmire ,  Tyler  
Field Representative
N/A		$77,295$2,688$3,472$83,455
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Wilcox ,  Amanda  
Secretary
N/A		$48,991$198$49,189
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		70 %
A
B
C 		Younce ,  Shawn  
Custodian/Maintenance
N/A		$49,883$1,695$51,578
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Zell ,  Jacqueline  
Secretary
N/A		$46,778$46,778
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		90 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$16,913$428$4,438$21,779
I Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		100 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
Total Employee Disbursements$2,767,813$0$92,574$113,918$2,974,305
Less Deductions    $673,748
Net Disbursements    $2,300,557
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 514-601

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 15,130 
Agency Fee Payers*110
Total Members/Fee Payers15,240 
*Agency Fee Payers are not considered members of the labor organization.
Regular15,130Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 514-601

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$587,019
2. Named Payer Non-itemized Receipts$19,645
3. All Other Receipts$396,044
4. Total Receipts$1,002,708
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$887
5. All Other Disbursements$39,749
6. Total Disbursements$40,636
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$79,844
2. Named Payee Non-itemized Disbursements$13,975
3. To Officers$0
4. To Employees$2,006,054
5. All Other Disbursements$56,510
6. Total Disbursements$2,156,383
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$363,368
2. Named Payee Non-itemized Disbursements$143,583
3. To Officers$0
4. To Employees$149,427
5. All Other Disbursements$70,008
6. Total Disbursements$726,386
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$205,377
2. Named Payee Non-itemized Disbursements$32,000
3. To Officers$56,530
4. To Employees$288,956
5. All Other Disbursements$94,434
6. Total Disbursements$677,297
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$456,744
2. Named Payee Non-itemized Disbursements$48,007
3. To Officers$119,228
4. To Employees$528,982
5. All Other Disbursements$0
6. Total Disbursements$1,152,961
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 514-601

Name and Address
(A)
American Federation of Teachers

555 New Jersey Ave NW
Washington
DC
20001
Type or Classification
(B)
Labor union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$587,019
Total Non-Itemized Transactions with this Payee/Payer$6,217
Total of All Transactions with this Payee/Payer for This Schedule$593,236
Expense reimbursement06/15/2018$68,459
Expense reimbursement07/15/2018$9,076
Expense reimbursement08/15/2018$14,738
Membership incentive09/15/2018$200,000
Expense reimbursement10/15/2018$18,901
Expense reimbursement11/15/2018$25,658
Expense reimbursement12/15/2018$16,281
Membership incentive01/15/2019$200,000
Expense reimbursement03/15/2019$14,987
Expense reimbursement04/15/2019$6,121
Expense reimbursement05/15/2019$12,798
Name and Address
(A)
American United Life Insurance Company

1 American Sq Ste 368
Indianapolis
IN
46282
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$13,428
Total of All Transactions with this Payee/Payer for This Schedule$13,428
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 514-601

Name and Address
(A)
Bridgetown Publishing

5300 N Channel Ave
Portland
OR
97217
Type or Classification
(B)
Publishing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$79,844
Total Non-Itemized Transactions with this Payee/Payer$3,089
Total of All Transactions with this Payee/Payer for This Schedule$82,933
Journal Printing/Posting06/15/2018$17,456
Journal Printing/Posting08/05/2018$5,592
Journal Printing/Posting10/15/2018$6,823
Journal Printing/Posting11/15/2018$23,968
Journal Printing/Posting01/15/2019$5,818
Journal Printing/Posting03/15/2019$5,925
Journal Printing/Posting04/15/2019$14,262
Name and Address
(A)
Skyline Ford

2510 Commercial St
Salem
OR
97302
Type or Classification
(B)
Vehicle Repair
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,886
Total of All Transactions with this Payee/Payer for This Schedule$10,886
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 514-601

Name and Address
(A)
CLC Northwest Oregon

3645 SE 32nd Ave
Portland
OR
97302
Type or Classification
(B)
Central Labor Council Dues
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$27,000
Total of All Transactions with this Payee/Payer for This Schedule$27,000
Name and Address
(A)
Community In Support of North Clackamas 112

12951 SE Vernie Ave
Milwaukie
OR
97222
Type or Classification
(B)
Political Action Committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$25,000
Contribution09/19/2018$25,000
Name and Address
(A)
Defend Oregon

3321 SE 20th Ave
Portland
OR
97202
Type or Classification
(B)
Political Action Committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$25,000
Contribution10/04/2018$20,000
Contribution10/09/2018$5,000
Name and Address
(A)
Friends John Wallin

1023 Country Commons
Lake Oswego
OR
97034
Type or Classification
(B)
Political Action Committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,500
Contribution04/16/2019$6,500
Name and Address
(A)
Friends of Jennifer Williamson

3321 SE 20th Ave
Portland
OR
97202
Type or Classification
(B)
Political Action Committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution09/19/2018$5,000
Name and Address
(A)
Friends of Rob Wagner

3321 SE 20th Ave
Portland
OR
97202
Type or Classification
(B)
Political Action Committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution10/09/2018$5,000
Name and Address
(A)
Friends of Tina Kotek

7930 N Wabash Ave
Portland
OR
97217
Type or Classification
(B)
Political Action Committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution09/19/2018$5,000
Name and Address
(A)
Future PAC House

3321 SE 20th Ave
Portland
OR
97202
Type or Classification
(B)
Political Action Committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,000
Contribution09/19/2018$10,000
Name and Address
(A)
Gordon Lafer for 4J School Board

2405 Columbia St
Eugene
OR
97403
Type or Classification
(B)
Political Action Committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution02/20/2019$5,000
Name and Address
(A)
Kate Brown Committee

3321 SE 20th Ave
Portland
OR
97202
Type or Classification
(B)
Political Action Committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,000
Total Non-Itemized Transactions with this Payee/Payer$5,000
Total of All Transactions with this Payee/Payer for This Schedule$30,000
Contribution07/24/2018$25,000
Name and Address
(A)
LO Learning Levy

3321 SE 20th Ave
Portland
OR
97202
Type or Classification
(B)
Political Action Committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution04/16/2019$5,000
Name and Address
(A)
No Cuts to Care

3321 SE 20th Ave
Portland
OR
97202
Type or Classification
(B)
Political Action Committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,000
Contribution10/04/2018$10,000
Name and Address
(A)
Oregon Center for Public Policy

6420 SW Macadam Ave #200
Portland
OR
97239
Type or Classification
(B)
Research Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,000
Contribution03/15/2019$10,000
Name and Address
(A)
Oregon Labor Candidate School

3645 SE 32nd Ave
Portland
OR
97202
Type or Classification
(B)
Training School
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,000
Contribution10/15/2018$10,000
Name and Address
(A)
Oregon United Against Profiling

3321 SE 20th Ave
Portland
OR
97202
Type or Classification
(B)
Political Action Committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$30,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$30,000
Contribution10/02/2018$30,000
Name and Address
(A)
Our Oregon

813 Alder St, #800A
Portland
OR
97217
Type or Classification
(B)
Legislative Tracking Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Legislative Tracking Service09/15/2018$5,000
Name and Address
(A)
Peter Courtney for State Senate

2925 Island View Dr NE
Salem
OR
97303
Type or Classification
(B)
Political Action Committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution09/19/2018$5,000
Name and Address
(A)
Strategies 360

240 N Broadway #215
Portland
OR
97227
Type or Classification
(B)
Research and Communications Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,877
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,877
In-Kind Contribution12/21/2018$8,877
Name and Address
(A)
Winning Mark

1220 SW Morrison St #910
Portland
OR
97205
Type or Classification
(B)
Political Marketing
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
In-kind Contribution10/17/2018$5,000
Name and Address
(A)
Yes for Kids Committee

2304 2nd St
Baker City
OR
97814
Type or Classification
(B)
Political Action Committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution09/19/2018$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 514-601

There was no data found for this schedule.

SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 514-601

Name and Address
(A)




-1
Type or Classification
(B)
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$0
Name and Address
(A)
ABC Printers

1375 Cross St SE
Salem
OR
97302
Type or Classification
(B)
Printing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,510
Total of All Transactions with this Payee/Payer for This Schedule$8,510
Name and Address
(A)
Allstream

18110 SE 34th St Bldg One #
Vancouver
WA
98683
Type or Classification
(B)
Staff Phones
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,351
Total of All Transactions with this Payee/Payer for This Schedule$12,351
Name and Address
(A)
American Federation of Teachers
P.O. Box 791212

Baltimore
MD
21279
Type or Classification
(B)
Labor Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$63,429
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$63,429
Liability Insurance09/15/2018$63,429
Name and Address
(A)
Ashland School District

885 Siskiyou Blvd
Ashland
OR
97520
Type or Classification
(B)
School District
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$59
Total of All Transactions with this Payee/Payer for This Schedule$5,059
Time Release06/15/2018$5,000
Name and Address
(A)
Boldt Carlisle + Smith

1255 Lee St SE #210
Salem
OR
97302
Type or Classification
(B)
CPA Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$30,100
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$30,100
Tax and Audit09/15/2018$15,000
Tax and Audit11/15/2018$15,100
Name and Address
(A)
CenturyLink
P.O. Box 29080

Phoenix
AZ
85038
Type or Classification
(B)
Telecommunications
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,130
Total of All Transactions with this Payee/Payer for This Schedule$10,130
Name and Address
(A)
Comcast
P.O. Box 34744

Seattle
WA
98124
Type or Classification
(B)
Telecommunications
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$17,658
Total of All Transactions with this Payee/Payer for This Schedule$17,658
Name and Address
(A)
CompEx, LLC

6107 SW Murray Blvd #309
Beaverton
OR
97008
Type or Classification
(B)
Technology
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$64,506
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$64,506
Technology Consulting and Services09/15/2018$20,455
Technology Consulting and Services11/15/2018$15,021
Technology Consulting and Services02/15/2019$13,845
Technology Consulting and Services05/15/2019$15,185
Name and Address
(A)
Costco
P.O. Box 34744

Seattle
WA
98124
Type or Classification
(B)
Supermarket
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,322
Total of All Transactions with this Payee/Payer for This Schedule$6,322
Name and Address
(A)
Fred Meyers

3800 SE 22nd Ave
Portland
OR
97202
Type or Classification
(B)
Supermarket
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,583
Total of All Transactions with this Payee/Payer for This Schedule$10,583
Name and Address
(A)
Local 290 Training Center

20220 SW Teton Ave
Tualatin
OR
97062
Type or Classification
(B)
Landlord
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,500
Total of All Transactions with this Payee/Payer for This Schedule$8,500
Name and Address
(A)
Marion County Tax Collector
P.O. Box 3416

Portland
OR
97208
Type or Classification
(B)
Government
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$40,209
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$40,209
Property Tax10/15/2018$40,209
Name and Address
(A)
Metro Presort

3506 NE 35th Ave
Portland
OR
97208
Type or Classification
(B)
Postage
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$33,655
Total Non-Itemized Transactions with this Payee/Payer$16,790
Total of All Transactions with this Payee/Payer for This Schedule$50,445
Postage06/15/2018$11,333
Postage09/15/2018$14,450
Postage10/15/2018$7,872
Name and Address
(A)
Portland General Electric
P.O. box 4438

Portland
OR
97208
Type or Classification
(B)
Electric Utility
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$15,923
Total of All Transactions with this Payee/Payer for This Schedule$15,923
Name and Address
(A)
Ricoh USA
P.O. Box 650073

Dallas
TX
75265
Type or Classification
(B)
Office Equipment Leaser
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$79,249
Total Non-Itemized Transactions with this Payee/Payer$1,596
Total of All Transactions with this Payee/Payer for This Schedule$80,845
Printing/Copying Charges06/15/2018$21,531
Printing/Copying Charges10/15/2018$20,454
Printing/Copying Charges01/15/2019$18,198
Printing/Copying Charges04/15/2019$19,066
Name and Address
(A)
Roth's Creative Catering

1130 Wallace Rd NW
Salem
OR
97304
Type or Classification
(B)
Catering
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,494
Total of All Transactions with this Payee/Payer for This Schedule$6,494
Name and Address
(A)
Southern Oregon Labor

4480 Rogue Valley Hwy #3
Central Point
OR
97502
Type or Classification
(B)
Landlord
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,855
Total of All Transactions with this Payee/Payer for This Schedule$6,855
Name and Address
(A)
Three Rivers School District
P.O. Box 160

Murphy
OR
97533
Type or Classification
(B)
School District
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,059
Total of All Transactions with this Payee/Payer for This Schedule$5,059
Name and Address
(A)
Union Insurance Group

2125 W Rpscoe St
Chicago
IL
60618
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$47,220
Total Non-Itemized Transactions with this Payee/Payer$3,525
Total of All Transactions with this Payee/Payer for This Schedule$50,745
Auto/Liability Insurance06/15/2018$11,062
Auto/Liability Insurance11/15/2018$12,226
Auto/Liability Insurance02/15/2019$11,966
Auto/Liability Insurance05/15/2019$11,966
Name and Address
(A)
WCP Solutions
P.O. Box 84145

Seattle
WA
98124
Type or Classification
(B)
Paper Vendor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$13,228
Total of All Transactions with this Payee/Payer for This Schedule$13,228
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 514-601

Name and Address
(A)
Frank Doolittle

11811 NE 1st St Suite A-209
Bellevue
WA
98005
Type or Classification
(B)
Union Product Vendor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$19,267
Total Non-Itemized Transactions with this Payee/Payer$6,440
Total of All Transactions with this Payee/Payer for This Schedule$25,707
Pins, Buttons, and Posters08/15/2018$5,105
Pins, Buttons, and Posters09/15/2018$14,162
Name and Address
(A)
Michael Tedesco Law Group

12780 SE Stark St
Portland
OR
97233
Type or Classification
(B)
Attorney
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$216,000
Total Non-Itemized Transactions with this Payee/Payer$26,212
Total of All Transactions with this Payee/Payer for This Schedule$242,212
Legal Services06/04/2018$18,000
Legal Services07/15/2018$18,000
Legal Services08/15/2018$18,000
Legal Services09/15/2018$18,000
Legal Services10/15/2018$18,000
Legal Services11/15/2018$18,000
Legal Services12/15/2018$18,000
Legal Services01/15/2019$18,000
Legal Services02/15/2019$18,000
Legal Services03/15/2019$18,000
Legal Services04/15/2019$18,000
Legal Services05/15/2019$18,000
Name and Address
(A)
Oregon AFSCME

1400 Tandem Ave NE
Salem
OR
97301
Type or Classification
(B)
Labor Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,850
Total of All Transactions with this Payee/Payer for This Schedule$9,850
Name and Address
(A)
Red Lion Hotels

909 N Hayden Island Dr
Portland
OR
97217
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$208,271
Total Non-Itemized Transactions with this Payee/Payer$4,106
Total of All Transactions with this Payee/Payer for This Schedule$212,377
Conference Lodging and Meals06/15/2018$141,684
Conference Lodging and Meals01/15/2019$66,587
Name and Address
(A)
Southern Oregon Audio Visual

545 Rogue River Hwy
Grants Pass
OR
97527
Type or Classification
(B)
Audiovisual Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,206
Total Non-Itemized Transactions with this Payee/Payer$1,399
Total of All Transactions with this Payee/Payer for This Schedule$14,605
Audiovisual for Conference08/15/2018$13,206
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 514-601

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$1,232,038
Staff Life InsuranceAmerican Fidelity$25,708
Staff Retiree InsuranceAmerican Fidelity HRA$50,340
Health InsuranceKaiser Foundation$307,661
Workers' CompensationSAIF$7,785
Staff Life InsuranceTexas Life$5,381
Health & Dental InsuranceMODA Health$410,416
Vision BenefitVision Service Plan$7,258
401(k) ContributionsThe Retirement Plan Company$417,489
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 514-601


Question 11(a):

Question 11(a): Oregon School Employees Association - Voice of Involved Classified Employees (#2307) School Employees Exercising Democracy (#249) Reports are filed with the Oregon Secretary of State.

Question 12: An audit is performed by Boldt Carlisle + Smith, LLC.

Statement A,

Cash Begin Total:

Statement A,

Cash Begin Total: In previous years, the local chapters were considered to be separate entities. Beginning in the current fiscal year, the Association provided the local chapters with the option of consolidating their financial activity with the Associations to minimize the reporting requirements of the local chapters. In the 2019 fiscal year, 66 local chapters chose to consolidate their financial information with the Association. A prior period adjustment in the amount of $478,329 was made to record these local chapters cash balances as of May 31, 2018.

Schedule 13, Row1:

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

Schedule 13, Row1:

Schedule 13, Row1:
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)