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
512-443
2. PERIOD COVERED
From07/01/2018
Through06/30/2019
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
TEACHERS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
STATE FEDERATION
 6. DESIGNATION NBR
8035
7. UNIT NAME (if any)
OREGON
8. MAILING ADDRESS (Type or print in capital letters)
First Name
Jaime
 Last Name
Rodriguez
P.O Box - Building and Room Number

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


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


Yes

Each of the undersigned, duly authorized officers of the above labor organization, declares, under penalty of perjury and other applicable penalties of law, that all of the information submitted in this report (including information contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned individual's knowledge and belief, true, correct and complete (See Section V on penalties in the instructions.)
70. SIGNED:Jaime RodriguezPRESIDENT71. SIGNED:Jeffrey J GriderTREASURER
Date:Sep 30, 2019Telephone Number:971-888-5665Date:Sep 30, 2019Telephone Number:503-744-0505
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 512-443
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?No
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?No
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?04/2021
20. How many members did the labor organization have at the end of the reporting period?7,681
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/FeesVariousperMonth.055019%.064285%
(b) Working Dues/Feesper
(c) Initiation Feesper
(d) Transfer Feesper
(e) Work Permitsper

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 512-443

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $2,500,850$2,844,777
23. Accounts Receivable1$346,038$463,594
24. Loans Receivable2$0
25. U.S. Treasury Securities $0$0
26. Investments5
27. Fixed Assets6$1,009,614$981,230
28. Other Assets7$17,902$14,345
29. TOTAL ASSETS $3,874,404$4,303,946

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$12,163$63,526
31. Loans Payable9$0
32. Mortgages Payable $370,222$337,631
33. Other Liabilities10$55,077$36,702
34. TOTAL LIABILITIES $437,462$437,859
35. NET ASSETS$3,436,942$3,866,087
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 512-443

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $0
37. Per Capita Tax $1,988,976
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $0
41. Dividends $0
42. Rents $0
43. Sale of Investments and Fixed Assets3$0
44. Loans Obtained9
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $41,591
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$249,539
49. TOTAL RECEIPTS $2,280,106
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$630,900
51. Political Activities and Lobbying16$458,448
52. Contributions, Gifts, and Grants17$39,220
53. General Overhead18$369,239
54. Union Administration19$180,744
55. Benefits20$157,155
56. Per Capita Tax $720
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$3,470
61. Loans Made2$0
62. Repayment of Loans Obtained9
63. To Affiliates of Funds Collected on Their Behalf $37,048
64. On Behalf of Individual Members $0
65. Direct Taxes $59,235
  
66. Subtotal $1,936,179
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$160,053  
  67b. Less Total Disbursed$160,053  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $1,936,179
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 512-443

Entity or Individual Name
(A) 		Total Account Receivable
(B) 		90-180 Days
Past Due
(C) 		180+ Days
Past Due
(D) 		Liquidated Account
Receivable
(E)
Total of all itemized accounts receivable$105,000$26,250$52,500$0
Totals from all other accounts receivable$358,594   
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $463,594$26,250$52,500$0
Local 111$105,000$26,250$52,500
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 512-443

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

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

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$3,470$3,470$3,470
Computer equipment$3,470$3,470$3,470
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$3,470
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 512-443

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

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      10228 SW Capitol Hwy, Portland, OR$165,240 $165,240$165,240
B. Buildings (give location)    
Building  1 :      10228 SW Capitol Hwy, Portland, OR$982,362$176,321$806,041$806,041
C. Automobiles and Other Vehicles
D. Office Furniture and Equipment$58,446$48,497$9,949$9,949
E. Other Fixed Assets$0$0$0$0
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,206,048$224,818$981,230$981,230
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 512-443

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $14,345
Prepaid expenses$11,458
Loan Costs net of accumulated amortization$2,887
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 512-443

Entity or Individual Name
(A) 		Total Account
Payable
(B) 		90-180 Days
Past Due
(C) 		180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable$0$0$0$0
Total from all other accounts payable$63,526$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $63,526$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 512-443

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

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $36,702
Payroll withholdings payable$13,777
Accrued Vacation$22,925
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 512-443

(A)
Name		(B)
Title		(C)
Status		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances
Disbursed 		(F)
Disbursements for Official Business 		(G)
Other
Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Rives ,  David   J
President
C		$106,037$0$8,801$0$114,838
I
Schedule 15
Representational Activities 		24 % Schedule 16
Political Activities and Lobbying 		9 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		61 % Schedule 19
Administration 		6 %
A
B
C 		Cain ,  Shaun  
VP
C		$2,058$2,058
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 		Daniels ,  Hazel  
VP
N		$0$0$90$0$90
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 		Hughes ,  Chloe  
VP
N		$0$0$143$0$143
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Loustaunau ,  Lola  
VP
C		$0$0$339$0$339
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Rodriguez ,  Jaime  
VP Political Action
C		$0$0$2,283$0$2,283
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Woken ,  David  
VP
C		$0$0$645$0$645
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 		Timmermann ,  DeAnna  
VP
N		$0$0$655$0$655
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 		Hunter ,  Devin  
Secretary
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Grider ,  Jeff  
Treasurer
C		$0$0$0$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 		Hansen ,  Melody  
VP
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Lafer ,  Gordon  
VP
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Osterloh ,  Kris  
VP
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
Total Officer Disbursements$106,037$0$15,014$0$121,051
Less Deductions    $39,256
Net Disbursements    $81,795
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 512-443

(A)
Name		(B)
Title		(C)
Other Payer		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances Disbursed 		(F)
Disbursements for Official Business 		(G)
Other Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Goldberg ,  Ada   A
Organizer
n/a		$57,497$0$5,766$0$63,263
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 		Lally ,  Bryan  
Field Rep
n/a		$69,035$0$6,572$0$75,607
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Anderson ,  Daniel  
Field Rep
n/a		$58,225$0$5,468$0$63,693
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		9 %
A
B
C 		Mayo-Kelley ,  Debra   A
Field Rep
n/a		$80,020$0$5,304$0$85,324
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Bartholomew ,  Karen   A
Field Rep
n/a		$66,772$0$3,120$0$69,892
I
Schedule 15
Representational Activities 		14 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		85 % Schedule 19
Administration 		0 %
A
B
C 		Swift ,  Marcus  
Dir.Pol. & Legisl Affairs
n/a		$56,954$0$4,695$0$61,649
I
Schedule 15
Representational Activities 		26 % Schedule 16
Political Activities and Lobbying 		61 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		12 %
A
B
C 		Palma ,  Rodolfo  
Field Rep
n/a		$12,530$0$576$0$13,106
I
Schedule 15
Representational Activities 		84 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		16 % Schedule 19
Administration 		0 %
A
B
C 		Sevey ,  Sarah   C
Fin Op Dir
n/a		$67,656$0$1,430$0$69,086
I
Schedule 15
Representational Activities 		6 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		94 % Schedule 19
Administration 		0 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$41,697$41,697
I Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
Total Employee Disbursements$510,386$0$32,931$0$543,317
Less Deductions    $120,797
Net Disbursements    $422,520
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 512-443

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 7,681 
Agency Fee Payers*16
Total Members/Fee Payers7,697 
*Agency Fee Payers are not considered members of the labor organization.
Salary $92,500 +234Yes
Salary $40k - $92,499.992,302Yes
Salary $28k - $39,999.99784Yes
Salary $17k - $27,999.992,492Yes
Salary $10k - $16,999.991,217Yes
Salary $9,999.99 or less407Yes
Leave/ Layoff245Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 512-443

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$143,984
2. Named Payer Non-itemized Receipts$82,822
3. All Other Receipts$22,733
4. Total Receipts$249,539
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$20,000
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$19,220
6. Total Disbursements$39,220
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$209,850
2. Named Payee Non-itemized Disbursements$5,999
3. To Officers$27,561
4. To Employees$363,330
5. All Other Disbursements$24,160
6. Total Disbursements$630,900
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$38,595
2. Named Payee Non-itemized Disbursements$92,367
3. To Officers$70,051
4. To Employees$127,699
5. All Other Disbursements$40,527
6. Total Disbursements$369,239
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$373,450
2. Named Payee Non-itemized Disbursements$33,044
3. To Officers$10,335
4. To Employees$39,158
5. All Other Disbursements$2,461
6. Total Disbursements$458,448
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$110,283
2. Named Payee Non-itemized Disbursements$21,731
3. To Officers$13,103
4. To Employees$13,130
5. All Other Disbursements$22,497
6. Total Disbursements$180,744
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 512-443

Name and Address
(A)
American Federation of Teachers

555 New Jersey Ave
Washington
DC
20001
Type or Classification
(B)
Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$80,749
Total Non-Itemized Transactions with this Payee/Payer$82,822
Total of All Transactions with this Payee/Payer for This Schedule$163,571
Solidarity Fund Assistance08/07/2018$17,410
Solidarity Fund Assistance11/14/2018$10,905
Solidarity Fund Assistance03/08/2019$14,731
Solidarity Fund Assistance06/07/2019$16,116
Rebate07/24/2018$7,082
SAPO Grant08/21/2018$14,505
Name and Address
(A)
Hillsboro Classified United Union 4671

245 SE Fourth Avenue A
Hillsboro
OR
97123
Type or Classification
(B)
Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$63,235
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$63,235
HCU Organizer reimbursement11/01/2018$30,119
HCU Organizer reimbursement04/05/2019$33,116
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 512-443

Name and Address
(A)
American Federation Union Teachers

555 New Jersey Ave
Washington
DC
20001
Type or Classification
(B)
Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$27,233
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$27,233
PSU Organizing07/05/2018$16,824
Oregon Internal Organizing Project07/05/2018$10,409
Name and Address
(A)
United Academics Local 3209

872 East 13th Avenue
Eugene
OR
97401
Type or Classification
(B)
Local
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$182,617
Total Non-Itemized Transactions with this Payee/Payer$5,999
Total of All Transactions with this Payee/Payer for This Schedule$188,616
Percap assistance09/05/2018$7,869
Percap assistance10/02/2018$8,583
Percap assistance10/15/2018$16,063
Percap assistance11/26/2018$17,004
Percap assistance01/03/2019$22,270
Percap assistance01/22/2019$21,894
Percap assistance02/19/2019$22,120
Percap assistance04/02/2019$22,120
Percap assistance04/18/2019$22,219
Percap assistance05/28/2019$22,475
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 512-443

Name and Address
(A)
AFT-Oregon Candidate PAC

10228 SW Capitol Hwy
Portland
OR
97219
Type or Classification
(B)
PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$113,450
Total Non-Itemized Transactions with this Payee/Payer$3,044
Total of All Transactions with this Payee/Payer for This Schedule$116,494
AFT-OR Candidate PAC transfers09/11/2018$92,250
AFT-OR Candidate PAC transfers10/16/2018$21,200
Name and Address
(A)
AFT-Oregon Issues PAC

10228 SW Capitol Hwy
Portland
OR
97219
Type or Classification
(B)
PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$245,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$245,000
Transfer to AFT-OR Issues PAC09/11/2018$45,000
Transfer to AFT-OR Issues PAC09/26/2018$200,000
Name and Address
(A)
Our Oregon

813 SW Alder St., Ste 800A
Portland
OR
97205
Type or Classification
(B)
Issues Coalition
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
2018 Van access10/02/2018$5,000
Name and Address
(A)
STRATEGIES 360

1505 WESTLAKE AVE
SEATTLE
WA
98109
Type or Classification
(B)
Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$30,000
Total of All Transactions with this Payee/Payer for This Schedule$30,000
Name and Address
(A)
Winning Mark, LLC

1220 SW Morrison St. #910
Portland
OR
97205
Type or Classification
(B)
Campaign and Advocacy Consultant
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
Solidarity campaign communications10/17/2018$10,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 512-443

Name and Address
(A)
Oregon Student Foundation

635 NE Dekum St.
Portland
OR
97211
Type or Classification
(B)
Student Foundation
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
Contribution10/09/2018$10,000
Name and Address
(A)
OR Labor Candidate School

3645 SE 32nd Ave.
Portland
OR
97202
Type or Classification
(B)
Labor Candidate School
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,000
Contribution10/09/2018$10,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 512-443

Name and Address
(A)
Chase
24696

Columbus
OH
43224-0696
Type or Classification
(B)
Bank/lender
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$47,906
Total of All Transactions with this Payee/Payer for This Schedule$47,906
Name and Address
(A)
Lauka McGuire PC

3511 SE Milwaukie Avenue
Portland
OR
97202
Type or Classification
(B)
Certified Public Accountants
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$21,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$21,500
Audit and tax preparation10/22/2018$12,000
Audit and tax preparation12/16/2018$9,500
Name and Address
(A)
Lloyd Hayne & Associates, Ltd.

6312 SW Capitol Hwy
Portland
OR
97239
Type or Classification
(B)
IT Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,009
Total of All Transactions with this Payee/Payer for This Schedule$11,009
Name and Address
(A)
Portland General Electric
4438

Portland
OR
97208
Type or Classification
(B)
Utilities
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,240
Total of All Transactions with this Payee/Payer for This Schedule$6,240
Name and Address
(A)
Portland Mechanical Contractors

2000 SE Hanna Harvester Dri
Portland
OR
97222-7575
Type or Classification
(B)
Mechanical Contractors
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,462
Total of All Transactions with this Payee/Payer for This Schedule$5,462
Name and Address
(A)
Tax Collector, Multnomah County

501 SE Hawthorne Blvd #175
Portland
OR
97214
Type or Classification
(B)
Property tax
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$17,095
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$17,095
Property tax10/25/2018$17,095
Name and Address
(A)
Township United Building Services

7763 SW Cirrus Drive
Beaverton
OR
97008
Type or Classification
(B)
Building Cleaning & Landscape Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,164
Total of All Transactions with this Payee/Payer for This Schedule$5,164
Name and Address
(A)
US Bank Equipment Finance
790448

St Louis
MO
63179
Type or Classification
(B)
Office equipment lease
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$16,586
Total of All Transactions with this Payee/Payer for This Schedule$16,586
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 512-443

Name and Address
(A)
Crowne Plaza

14811 Kruse Oaks Drive
Lake Oswego
OR
97035
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,440
Total of All Transactions with this Payee/Payer for This Schedule$5,440
Name and Address
(A)
Embassy Suites

319 SW Pine Street
Portland
OR
97204-2726
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,616
Total Non-Itemized Transactions with this Payee/Payer$728
Total of All Transactions with this Payee/Payer for This Schedule$13,344
Food for winter school01/28/2019$12,616
Name and Address
(A)
Sunriver Resort
3609

Sunriver
OR
97707
Type or Classification
(B)
Conference facility and hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$64,817
Total Non-Itemized Transactions with this Payee/Payer$2,339
Total of All Transactions with this Payee/Payer for This Schedule$67,156
AFT-OR Convention: deposit01/25/2019$5,000
AFT-OR Convention:Audio Visual05/06/2019$7,039
AFT-OR Convention:Catering charge05/06/2019$41,251
AFT-OR Convention:Lodging05/06/2019$11,527
Name and Address
(A)
Tedesco Law Group

12780 SE Stark St.
Portland
OR
97233
Type or Classification
(B)
Law Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$32,850
Total Non-Itemized Transactions with this Payee/Payer$13,224
Total of All Transactions with this Payee/Payer for This Schedule$46,074
Legal Fees07/31/2018$6,274
Legal Fees11/01/2018$8,375
Legal Fees01/01/2019$5,258
Legal Fees01/30/2019$12,943
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 512-443

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$157,155
RetirementCharles Schwab$53,696
MedicalKaiser Permanente$88,330
Life insuranceLifemap Assurance Company$5,208
DentalModa Health$9,921
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 512-443


Question 11(a):

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

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

Statement A,

Accounts Receivable Begin Total: -

Schedule 1, Row1:

Schedule 1, Row1::

Schedule 13, Row1:

Schedule 13, Row1:Members whose Salaries are above $92,500

Schedule 13, Row1:

Schedule 13, Row1:

Schedule 13, Row2:

Schedule 13, Row2:Members whose Salaries are from $40,000 to $92,499.99

Schedule 13, Row2:

Schedule 13, Row2:

Schedule 13, Row6:

Schedule 13, Row6:Members whose Salaries are from $9,999.99 or less

Schedule 13, Row6:

Schedule 13, Row6:

Schedule 13, Row7:

Schedule 13, Row7:Members on leave or laid off

Schedule 13, Row7:

Schedule 13, Row7:

Schedule 13, Row3:

Schedule 13, Row3:Members whose Salaries are from $28,000 to $39,999.99

Schedule 13, Row3:

Schedule 13, Row3:

Schedule 13, Row4:

Schedule 13, Row4:Members whose Salaries are from $17,000 to $27,999.99

Schedule 13, Row4:

Schedule 13, Row4:

Schedule 13, Row5:

Schedule 13, Row5:Members whose Salaries are from $10,000 to $16,999.99

Schedule 13, Row5:

Schedule 13, Row5:

General Information:
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)