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
513-365
2. PERIOD COVERED
From09/01/2018
Through08/31/2019
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
NATIONAL EDUCATION ASN IND
5. DESIGNATION (Local, Lodge, etc.)
STATE ASSOCIATION
 6. DESIGNATION NBR

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

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


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


Yes

Each of the undersigned, duly authorized officers of the above labor organization, declares, under penalty of perjury and other applicable penalties of law, that all of the information submitted in this report (including information contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned individual's knowledge and belief, true, correct and complete (See Section V on penalties in the instructions.)
70. SIGNED:Donald L TinneyPRESIDENT71. SIGNED:Erin M CarterTREASURER
Date:Nov 20, 2019Telephone Number:802-224-2402Date:Nov 20, 2019Telephone Number:802-345-2312
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 513-365
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?No
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$1,000,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?No
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?04/2020
20. How many members did the labor organization have at the end of the reporting period?13,621
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees640.00permember158.50640.00
(b) Working Dues/Feesn/aper
(c) Initiation Feesn/aper
(d) Transfer Feesn/aper
(e) Work Permitsn/aper

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

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $2,172,385$2,758,678
23. Accounts Receivable1$284,359$228,710
24. Loans Receivable2$6,244$2,050
25. U.S. Treasury Securities $0$0
26. Investments5$2,797,796$2,877,981
27. Fixed Assets6$535,957$560,160
28. Other Assets7$81,228$81,842
29. TOTAL ASSETS $5,877,969$6,509,421

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$48,504$161,779
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$1,073,595$1,121,885
34. TOTAL LIABILITIES $1,122,099$1,283,664
35. NET ASSETS$4,755,870$5,225,757
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 513-365

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $4,579,534
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $11,682
41. Dividends $77,248
42. Rents $0
43. Sale of Investments and Fixed Assets3$74,255
44. Loans Obtained9$0
45. Repayments of Loans Made2$4,194
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $2,099,200
48. Other Receipts14$1,473,206
49. TOTAL RECEIPTS $8,319,319
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$1,463,409
51. Political Activities and Lobbying16$207,329
52. Contributions, Gifts, and Grants17$28,700
53. General Overhead18$971,161
54. Union Administration19$1,326,929
55. Benefits20$1,010,679
56. Per Capita Tax $0
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$625,619
61. Loans Made2$0
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $2,099,200
64. On Behalf of Individual Members $0
65. Direct Taxes $0
  
66. Subtotal $7,733,026
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$1,002,043  
  67b. Less Total Disbursed$1,002,043  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $7,733,026
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 513-365

Entity or Individual Name
(A) 		Total Account Receivable
(B) 		90-180 Days
Past Due
(C) 		180+ Days
Past Due
(D) 		Liquidated Account
Receivable
(E)
Total of all itemized accounts receivable$186,554$60,918$27,233$0
Totals from all other accounts receivable$42,156$31,681$0$0
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $228,710$92,599$27,233$0
Cabot TA$8,005$5,336$0$0
Cold Hollow EA$60,166$36,434$0$0
Grand Isle SU NEA$3,977$0$0$0
Green Mountain-NEA$18,034$0$0$0
Hardwick Elem EA$2,385$0$0$0
Hartland EA$2,051$0$0$0
Lakeview Union TA$1,209$276$0$0
Orange Southwest EA$7,408$0$0$0
Taconic & Green TA$3,813$0$0$0
Two Rivers Southeast EA$11,965$2,172$0$0
White River Valley EA$49,362$11,064$27,233$0
Windham Central EA$16,979$5,636$0$0
Windsor Southwest SA$1,200$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 513-365

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A) 		Loans
Outstanding at
Start of Period
(B) 		Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1) 		Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not listed above     
Total of all lines above$6,244$0$4,194$0$2,050
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Name: Orton Bunbury
Purpose: Strike Loan
Security: None
Terms of Repayment: 1 Year
$750$0$0$0$750
Name: Heidi Cary
Purpose: Strike Loan
Security: None
Terms of Repayment: 1 Year
$750$0$750$0$0
Name: Adam Carnes
Purpose: Strike Loan
Security: None
Terms of Repayment: 1 Year
$750$0$0$0$750
Name: Megan Fitzpatrick
Purpose: Strike Loane
Security: None
Terms of Repayment: 1 Year
$300$0$300$0$0
Name: David Lamberti
Purpose: Strike Loan
Security: None
Terms of Repayment: 1 Year
$750$0$750$0$0
Name: Mai Ly Shays
Purpose: Strike Loan
Security: None
Terms of Repayment: 1 Year
$244$0$244$0$0
Name: Hannah Morrison
Purpose: Strike Loan
Security: None
Terms of Repayment: 1 Year
$750$0$750$0$0
Name: Karen Prouty
Purpose: Strike Loan
Security: None
Terms of Repayment: 1 Year
$650$0$650$0$0
Name: Andrea Techera Gill
Purpose: Strike Loan
Security: None
Terms of Repayment: 1 Year
$750$0$750$0$0
Name: Erin Webster
Purpose: Strike Loan
Security: None
Terms of Repayment: 1 Year
$550$0$0$0$550
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 513-365

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Gross Sales Price
(D) 		Amount Received
(E)
Total of all lines above$1,438,890$1,438,890$1,513,786$1,513,786
ALLIANZGI SHT DUR HIGH INC P$56,050$56,050$53,198$53,198
BNY MELLON SM/MD CAP GW I$67,255$67,255$70,632$70,632
CLEARBRIDGE LARGE CAP GWTH I$27,561$27,561$43,279$43,279
DIAMOND HILL LONG-SHORT I$38,871$38,871$41,815$41,815
FRANKLIN INTL GROWTH ADV$45,986$45,986$43,629$43,629
HARTFORD MIDCAP I$67,171$67,171$70,796$70,796
INVESCO OPP DEVELOPING MKTS Y$88,963$88,963$91,998$91,998
JANUS HENDERSON INTL OPP I$57,813$57,813$65,691$65,691
JPMORGAN VALUE ADVANTAGE I$70,855$70,855$83,415$83,415
MFS TOTAL RETURN I$40,221$40,221$42,894$42,894
MFS VALUE I$116,857$116,857$150,998$150,998
OAKMARK INTERNATIONAL ADVISOR$135,618$135,618$117,467$117,467
PACER TRENDPILOT US LARGE CAP$116,664$116,664$112,142$112,142
PIMCO SHORT TERM I2$66,998$66,998$67,148$67,148
THORNBURG LIMITED-TRM INC INST$10,607$10,607$10,599$10,599
VANGUARD MID CAP VALUE ETF$54,105$54,105$73,378$73,378
VANGUARD MIDCAP GROWTH ETF$20,361$20,361$27,577$27,577
VICTORYSHARES US 500 ENHANCE$122,668$122,668$112,597$112,597
VIRTUS NWFLT MLTSEC SHTM BD I$135,668$135,668$138,533$138,533
WISDOMTREE US MIDCAP DIV FND$71,183$71,183$68,585$68,585
INVESCO PREMIER TX EXEMPT INST$27,415$27,415$27,415$27,415
Less Reinvestments$1,439,531
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$74,255
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 513-365

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$2,065,150$2,065,150$2,065,150
HARTFORD MIDCAP I CONFIRM NBR$25,240$25,240$25,240
WISDOMTREE US MIDCAP DIV FND$42,897$42,897$42,897
WISDOMTREE US MIDCAP DIV FND$25,144$25,144$25,144
FRANKLIN INTL GROWTH ADV CONFIRM NBR$122,100$122,100$122,100
FRANKLIN INTL GROWTH ADV CONFIRM NBR$69,445$69,445$69,445
MFS VALUE I CONFIRM NBR$5,642$5,642$5,642
MFS TOTAL RETURN I CONFIRM NBR$1,961$1,961$1,961
JPMORGAN VALUE ADVANTAGE I CONFIRM NBR$993$993$993
T ROWE PRICE BLUE CHIP GR CONFIRM NBR$3,339$3,339$3,339
CLEARBRIDGE LARGE CAP GWTH I CONFIRM NBR$553$553$553
FRANKLIN CONVERTIBLE SEC ADV CONFIRM NBR$89$89$89
HARTFORD MIDCAP I CONFIRM NBR$2,771$2,771$2,771
HARTFORD MIDCAP I CONFIRM NBR$3,578$3,578$3,578
WISDOMTREE US MIDCAP DIV FND$2,640$2,640$2,640
WISDOMTREE US MIDCAP DIV FND$503$503$503
FRANKLIN INTL GROWTH ADV CONFIRM NBR$5,349$5,349$5,349
FRANKLIN INTL GROWTH ADV CONFIRM NBR$10,687$10,687$10,687
VICTORYSHARES US 500 ENHANCE$786$786$786
VICTORYSHARES US 500 ENHANCE$5,111$5,111$5,111
DREYFUS TBC SM/MD/CAP GRW I CONFIRM NBR$42,542$42,542$42,542
DREYFUS TBC SM/MD/CAP GRW I CONFIRM NBR$24,713$24,713$24,713
INVESCO QQQ TRUST, SERIES 1$78,587$78,587$78,587
INVESCO QQQ TRUST, SERIES 1$35,989$35,989$35,989
SPDR S&P DIVIDEND$78,804$78,804$78,804
SPDR S&P DIVIDEND$36,156$36,156$36,156
THORNBURG LIMITED-TRM INC INST CONFIRM NBR$111,462$111,462$111,462
COLUMBIA DIVIDEND INCOME INST CONFIRM NBR$147,057$147,057$147,057
COLUMBIA DIVIDEND INCOME INST CONFIRM NBR$63,040$63,040$63,040
T ROWE PRICE BLUE CHIP GR CONFIRM NBR$69,910$69,910$69,910
T ROWE PRICE BLUE CHIP GR CONFIRM NBR$63,040$63,040$63,040
PGIM TOTAL RETURN BOND Z CONFIRM NBR$298,312$298,312$298,312
PGIM TOTAL RETURN BOND Z CONFIRM NBR$103,884$103,884$103,884
FRANKLIN CONVERTIBLE SEC ADV CONFIRM NBR$21,254$21,254$21,254
VIRTUS KAR SMALL-CAP GROWTH I CONFIRM NBR$49,084$49,084$49,084
VIRTUS KAR SMALL-CAP GROWTH I CONFIRM NBR$25,266$25,266$25,266
JANUS HENDERSON DEV WORLD BD I CONFIRM NBR$98,169$98,169$98,169
JANUS HENDERSON DEV WORLD BD I CONFIRM NBR$42,083$42,083$42,083
FRANKLIN INTL GROWTH ADV CONFIRM NBR$21,254$21,254$21,254
INVESCO PREM US GOVT MNY INST CONFIRM NBR$39,228$39,228$39,228
MFS NEW DISCOVERY VALUE I CONFIRM NBR$49,084$49,084$49,084
MFS NEW DISCOVERY VALUE I CONFIRM NBR$25,266$25,266$25,266
INVESCO QQQ TRUST, SERIES 1$68,366$68,366$68,366
INVESCO QQQ TRUST, SERIES 1$26,982$26,982$26,982
INVESCO QQQ TRUST, SERIES 1$182$182$182
MFS INTL INTRINSIC VALUE I CONFIRM NBR$22,378$22,378$22,378
SPDR S&P DIVIDEND$67,681$67,681$67,681
SPDR S&P DIVIDEND$26,549$26,549$26,549
 Less Reinvestments$1,439,531
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$625,619
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 513-365

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost
B. Total Book Value
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
Other Investments 
D. Total Cost$2,670,190
E. Total Book Value$2,877,981
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.  
  • COLUMBIA DIVIDEND INCOME INST
$212,713
  • FRANKLIN CONVERTIBLE SEC ADV
$145,313
  • FRANKLIN INTL GROWTH ADV
$187,973
  • INVESCO QQQ TRUST, SERIES 1
$215,216
  • PGIM TOTAL RETURN BOND Z
$627,423
  • SPDR S&P DIVIDEND
$207,526
  • T ROWE PRICE BLUE CHIP GR
$214,617
  • THORNBURG LIMITED-TRM INC INST
$615,923
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $2,877,981
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 513-365

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      10 Wheelock Street, Montpelier, VT$32,526 $32,525$32,525
B. Buildings (give location)    
Building  1 :      10 Wheelock St, Montpelier, VT$861,260$518,574$342,685$342,685
C. Automobiles and Other Vehicles
D. Office Furniture and Equipment$306,052$263,311$42,741$42,741
E. Other Fixed Assets$186,816$44,607$142,209$142,209
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,386,654$826,492$560,160$560,160
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 513-365

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $81,842
PREPAID EXPENSES$81,842
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 513-365

Entity or Individual Name
(A) 		Total Account
Payable
(B) 		90-180 Days
Past Due
(C) 		180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable$155,513$8,477$6,510$0
Total from all other accounts payable$6,266$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $161,779$8,477$6,510$0
ALISON SYLVESTER$215$0$0$0
ALYSSA C HARRINGTON$1,000$0$0$0
ANDREW A EMRICH$255$0$0$0
ANDREW G LABARGE$70$0$0$0
BARBARA J GRIFFIN$440$0$0$0
BARR STERNBERG MOSS LAWRENCE & SILVER PC$659$0$0$0
BARRE ROTARY CLUB$300$0$0$0
BONNIE J MCSPIRITT$5,487$0$0$0
CAMPAIGN COMMUNICATION SOLUTIONS INC$4,050$0$0$0
CARRIE EMERSON$4$0$0$0
CASTLETON CENTER FOR SCHOOLS$21,375$8,250$4,125$0
CHARLES SCHWAB$124$0$0$0
CHRISTOPHER GUROS$114$0$0$0
CHRISTOPHER HALPIN$42$0$0$0
CHRISTOPHER SHEEHAN$477$0$0$0
COLIN ROBINSON$977$0$0$0
COMCAST$575$0$0$0
CONSOLIDATED COMMUNICATIONS$567$0$0$0
CYNTHIA A TIGHE$341$0$46$0
CYNTHIA DOWMAN$451$38$0$0
DARREN ALLEN$551$0$0$0
DONALD TINNEY$255$0$0$0
ELIZABETH NOLAN$114$0$0$0
EMILY GRAVES$94$0$0$0
FIDELITY INVESTMENTS$801$0$0$0
FIRST STEP PRINT SHOP, LLC$883$0$0$0
FUTURE PLANNING ASSOC, INC$3,110$0$0$0
GREAT ESCAPE THEME PARK LP$243$0$0$0
HUNGER MOUNTAIN COOPERATIVE, INC$195$0$0$0
JAMES E FANNON III$1,031$0$0$0
JOAN SAVAGLIO$39$0$0$0
JULIETTE LONGCHAMP$670$0$0$0
K. BELLAVANCE LANDWORKS & HAULING LLC$17,600$0$0$0
KATHERINE A McCANN$490$0$0$0
KEREN M TURNER$128$0$0$0
LANCE MILLS$46$0$0$0
LEGISLATIVE COUNCIL$41$0$0$0
LIBERTY MUTUAL INSURANCE$2,188$0$0$0
LORIANN DARRELL$182$0$0$0
LPL FINANCIAL$37$0$0$0
MAINSTAY$290$0$0$0
MARK HAGE$131$0$0$0
MARTHA ALLEN$1,841$0$0$0
MARY BOWERS$607$0$0$0
MARY K GRAVES$183$0$0$0
MATTHEW BENDER & CO., INC$102$0$0$0
MATTHEW POLK$6,509$0$2,339$0
MICHAEL CAMPBELL$641$0$0$0
NATIONAL FINANCIAL SERVICES$268$0$0$0
NECRASON GROUP, PLC$4,000$0$0$0
NFS, LLC$2,846$0$0$0
NORMAN P BARTLETT$666$0$0$0
PATRICIA THOMPSON$97$0$0$0
PEGGY REMICK$238$0$0$0
PERSHING, LLC$512$0$0$0
PINCRAFTERS LTD$400$0$0$0
PUTNEY PRESS$76$0$0$0
R. WILLIAM SZYMANSKI$323$0$0$0
RIGHTS & DEMOCRACY PROJECT$100$0$0$0
ROBERT RASKEVITZ$89$0$0$0
SAMUEL FROILAND$1,178$0$0$0
SARAH KERR GARRATY, ESQ.$1,000$0$0$0
SEAN LEACH$3,456$0$0$0
STEVEN KAPPEL$2,870$0$0$0
STUART F RUSSO-SAVAGE$232$0$0$0
SUZANNE DIRMAIER$618$0$0$0
SYMQUEST GROUP, INC$137$0$0$0
T ROWE PRICE PRIME RESERVE FUND$37$0$0$0
TARA GAUDING$46$0$0$0
TIMOTHY M FITZGERALD$2,814$0$0$0
VT-NEA FUND FOR CHILDREN AND PUB EDUC$34,010$0$0$0
W.B. MASON CO., INC$160$0$0$0
ALEXANDRA ESKRA-ST LOUSI$198$0$0$0
BUSINESS CARD SERVICES$13,421$0$0$0
GENEVIEVE HAMBY$75$75$0$0
GLENN STEINMAN$37$37$0$0
IRA LOBEL$977$0$0$0
JESSICA SETTLES$221$0$0$0
KRISTIE FERGUSON$25$0$0$0
LISA ELLIS$55$55$0$0
LAWRENCE O'CONNOR$96$0$0$0
MARK GROSSMAN$6,399$0$0$0
NOAH DETZER$128$0$0$0
REBECCA MCBROOM$460$0$0$0
TIMOTHY FITZGERALD$22$22$0$0
VICTORIA JOHNSON$35$0$0$0
WANDA OTERO$300$0$0$0
KATHLEEN MURPHY$366$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 513-365

Source of Loans Payable at Any
Time During the Reporting Period
(A) 		Loans Owed at
Start of Period
(B) 		Loans Obtained
During Period
(C) 		Repayment
During Period
Cash
(D)(1) 		Repayment
During Period
Other Than Cash
(D)(2) 		Loans Owed at
End of Period
(E)
Total Loans Payable$0$0$0$0$0
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 513-365

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $1,121,885
EMPLOYEE DEDUCTIONS$5,952
ACCRUED VACATION AND SICK LEAVE$862,510
ACCRUED SALARIES$54,452
CURRENT PORTION OF LTD$8,081
GRANT FUNDS $190,890
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 513-365

(A)
Name		(B)
Title		(C)
Status		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances
Disbursed 		(F)
Disbursements for Official Business 		(G)
Other
Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Bowers ,  Mary  
Board Director
C		$0$0$86$0$86
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Carter ,  Erin  
Secretary/Treasurer
C		$6,153$0$1,012$3,897$11,062
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 		Cannizzaro ,  Peter  
Board Member
N		$0$0$1,160$0$1,160
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Darrell ,  Loriann  
Board Member
C		$0$0$2,430$0$2,430
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Esterline ,  Holly  
Board Member
C		$0$0$64$0$64
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 		Sheehan ,  Christopher  
Board Member
N		$0$0$40$0$40
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Hosmer ,  Lorin  
Board Member
C		$0$0$683$0$683
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Labarge ,  Andrew  
Board Member
C		$0$0$1,791$0$1,791
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Santa Maria ,  Martha  
Board Member
N		$0$0$978$0$978
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Locke ,  Dennette  
Board Member
C		$0$0$855$0$855
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Mills ,  Lance  
Board Member
C		$0$0$506$0$506
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Johnson ,  Loretta  
Board Member
C		$0$0$1,240$0$1,240
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 		Walker-Swewll ,  Laura  
Board Member
C		$0$0$514$0$514
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Pomerleau ,  Patricia  
Board Member
C		$0$0$512$0$512
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Sylvester ,  Alison  
Vice President
C		$6,153$0$3,892$4,783$14,828
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Szymanski ,  W. Richard  
Board Member
C		$0$0$808$0$808
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 		Guros ,  Christopher  
Board Member
C		$0$0$995$0$995
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Thompson ,  Patricia  
Board Member
C		$0$0$3,585$0$3,585
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Tinney ,  Donald  
President
C		$130,128$0$3,854$16,557$150,539
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Turner ,  Keren  
Board Member
C		$0$0$538$0$538
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
Total Officer Disbursements$142,434$0$25,543$25,237$193,214
Less Deductions     
Net Disbursements    $193,214
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 513-365

(A)
Name		(B)
Title		(C)
Other Payer		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances Disbursed 		(F)
Disbursements for Official Business 		(G)
Other Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Adams ,  William  
HC Bargaining Comm
NA		$1,500$0$0$0$1,500
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 		Allen ,  Darren  
Communications Director
NA		$145,687$0$3,112$4,118$152,917
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		75 % Schedule 19
Administration 		20 %
A
B
C 		Allen ,  Martha  
Racial Equity Liason
NA		$45,809$0$7,295$1,154$54,258
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 		Austion ,  Josepha  
PD Instructor
NA		$900$0$0$0$900
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		Baker ,  Ronald  
Maintenance
NA		$21,213$0$0$0$21,213
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Bartlett ,  Norman  
UniServ Director
NA		$149,887$0$9,295$10,350$169,532
I
Schedule 15
Representational Activities 		49 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		7 % Schedule 19
Administration 		43 %
A
B
C 		Booth ,  Peter  
PD Instructor
NA		$6,000$0$0$0$6,000
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 		Campbell ,  Michael  
HC Bargaining Comm
NA		$1,500$0$0$0$1,500
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 		Casey ,  Conor  
Membership Organizer
NA		$92,856$0$1,823$5,502$100,181
I
Schedule 15
Representational Activities 		24 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		53 % Schedule 19
Administration 		23 %
A
B
C 		Dirmaier ,  Suzanne  
UniServ Director
NA		$145,687$0$3,898$6,777$156,362
I
Schedule 15
Representational Activities 		81 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		18 %
A
B
C 		Douglas ,  William  
HC Bargaining Comm
NA		$1,500$0$0$0$1,500
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 		Emerson ,  Carrie  
Adminstrative Assistant
NA		$42,092$0$822$0$42,914
I
Schedule 15
Representational Activities 		79 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		16 %
A
B
C 		Eskra-St Louis ,  Alexandra  
PD Instructor
NA		$300$0$0$0$300
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 		Fannon ,  James  
Executive Director
NEA		$155,954$0$2,844$9,162$167,960
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		8 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		92 %
A
B
C 		Ferguson ,  Kristie  
Executive Assistance
NA		$71,272$0$1,340$15,696$88,308
I
Schedule 15
Representational Activities 		1 % Schedule 16
Political Activities and Lobbying 		4 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		14 % Schedule 19
Administration 		81 %
A
B
C 		Froiland ,  Samuel  
UniServ Director
NA		$127,697$0$7,845$11,679$147,221
I
Schedule 15
Representational Activities 		89 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		11 %
A
B
C 		Graves ,  Mary  
Business Manager
NA		$120,452$0$2,445$30,819$153,716
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Green ,  Erin  
Adminstrative Assistant
NA		$55,371$0$1,234$550$57,155
I
Schedule 15
Representational Activities 		6 % Schedule 16
Political Activities and Lobbying 		6 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		55 % Schedule 19
Administration 		33 %
A
B
C 		Griffin ,  Andrea  
PD Instructor
NA		$600$0$0$0$600
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 		Griffin ,  Barbara  
HC Bargaining Comm
NA		$1,500$0$0$0$1,500
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 		Hage ,  Mark  
Member Benefits
NA		$145,687$0$1,689$2,275$149,651
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		90 % Schedule 19
Administration 		10 %
A
B
C 		Harris ,  Jonathan  
HC Bargaining Comm
NA		$1,500$0$0$0$1,500
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 		Jarrett ,  Jean  
Membership Coordinator
NA		$54,367$0$143$22$54,532
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Killkelley ,  Debra  
PD Instructor
NA		$8,000$0$0$0$8,000
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 		Leach ,  Sean  
UniServ Director
NA		$145,087$0$2,165$2,473$149,725
I
Schedule 15
Representational Activities 		82 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		17 %
A
B
C 		Longchamp ,  Juliette  
Prof Development Dir
NA		$134,571$0$7,382$34,214$176,167
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		81 % Schedule 19
Administration 		19 %
A
B
C 		McBroom ,  Rebecca  
Staff Attorney
NA		$133,971$0$4,145$7,687$145,803
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		9 % Schedule 19
Administration 		71 %
A
B
C 		Morgan-Puglisi ,  Meaghan  
PD Instructor
NA		$1,200$0$0$0$1,200
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 		O'Connor ,  Lawrence  
HC Bargaining Comm
NA		$1,500$0$0$0$1,500
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 		Otero-Weaver ,  Wanda  
General Counsel
NA		$145,597$0$1,455$3,023$150,075
I
Schedule 15
Representational Activities 		2 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		43 % Schedule 19
Administration 		55 %
A
B
C 		Parker ,  Sheree  
Adminstrative Assistant
NA		$18,640$0$0$0$18,640
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Polk ,  Matthew  
UniServ Director
NA		$104,953$0$8,834$9,071$122,858
I
Schedule 15
Representational Activities 		86 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		6 % Schedule 19
Administration 		8 %
A
B
C 		Raskevitz ,  Robert  
UniServ Director
NA		$145,687$0$5,992$2,571$154,250
I
Schedule 15
Representational Activities 		68 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		22 %
A
B
C 		Robinson ,  Colin  
Political Organizer
NA		$145,087$0$2,527$6,195$153,809
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		77 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		6 % Schedule 19
Administration 		17 %
A
B
C 		Robinson ,  Kelly  
PD Instructor
NA		$2,775$0$0$0$2,775
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 		Rosenberg ,  Eli  
PD Instructor
NA		$2,175$0$0$0$2,175
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 		Russo-Savage ,  Stuart  
UniServ Director
NA		$145,687$0$3,603$3,276$152,566
I
Schedule 15
Representational Activities 		83 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		17 %
A
B
C 		Skolnick ,  Nora  
HC Bargaining Comm
NA		$1,500$0$0$0$1,500
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 		Thomsen-Taylor ,  Deborah  
PD Instructor
NA		$2,475$0$0$0$2,475
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 		Turner ,  Rolanda  
Adminstrative Assistant
NA		$74,295$0$300$0$74,595
I
Schedule 15
Representational Activities 		44 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		21 % Schedule 19
Administration 		20 %
A
B
C 		Westby ,  Kathryn  
PD Instructor
NA		$2,000$0$0$0$2,000
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 		Wilson ,  Jessica  
PD Instructor
NA		$800$0$0$0$800
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 %
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$2,605,331$0$80,188$166,614$2,852,133
Less Deductions     
Net Disbursements    $2,852,133
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 513-365

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 13,621 
Agency Fee Payers*
Total Members/Fee Payers13,621 
*Agency Fee Payers are not considered members of the labor organization.
Active ESP Sub2No
Active ESP-Tier 1 (>1700)554Yes
Active ESP-Tier 2 (900-1700)3,003Yes
Active ESP-Tier 3 (<900)92Yes
Active Professional 25%39Yes
Active Professional 50%221Yes
Active Professional FT8,466Yes
Active Professional Sub5No
Complimentary Member40No
Reserve ESP8No
Reserve Professional37No
Retired1,139No
Staff2No
Student13No
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 513-365

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$1,069,520
2. Named Payer Non-itemized Receipts$82,300
3. All Other Receipts$321,386
4. Total Receipts$1,473,206
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$12,000
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$16,700
6. Total Disbursements$28,700
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$136,617
2. Named Payee Non-itemized Disbursements$146,475
3. To Officers$42,675
4. To Employees$1,026,675
5. All Other Disbursements$110,967
6. Total Disbursements$1,463,409
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$91,796
2. Named Payee Non-itemized Disbursements$193,574
3. To Officers$0
4. To Employees$632,281
5. All Other Disbursements$53,510
6. Total Disbursements$971,161
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$18,662
2. Named Payee Non-itemized Disbursements$28,000
3. To Officers$0
4. To Employees$151,715
5. All Other Disbursements$8,952
6. Total Disbursements$207,329
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$59,278
2. Named Payee Non-itemized Disbursements$15,653
3. To Officers$150,539
4. To Employees$1,041,461
5. All Other Disbursements$59,998
6. Total Disbursements$1,326,929
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 513-365

Name and Address
(A)
Barre Supervisory Union

120 Ayers Street
Barre
VT
05641
Type or Classification
(B)
Professional Development for Members
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,050
Total of All Transactions with this Payee/Payer for This Schedule$11,050
Name and Address
(A)
Caledonia Central School District
PO Box 216

Danville
VT
05828
Type or Classification
(B)
Professional Development for Members
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,550
Total Non-Itemized Transactions with this Payee/Payer$1,500
Total of All Transactions with this Payee/Payer for This Schedule$7,050
Professional Development02/27/2019$5,550
Name and Address
(A)
Champlain Valley School District

5420 Shelburne Road
Shelburne
VT
05482
Type or Classification
(B)
Professional Development for Members
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,900
Total Non-Itemized Transactions with this Payee/Payer$14,125
Total of All Transactions with this Payee/Payer for This Schedule$20,025
Professional Development03/08/2019$5,900
Name and Address
(A)
Montpelier Roxbury School District

5 High School Drive, Unit 1
Montpelier
VT
05602
Type or Classification
(B)
Professional Development for Members
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,275
Total of All Transactions with this Payee/Payer for This Schedule$8,275
Name and Address
(A)
National Education Assocation

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$840,095
Total Non-Itemized Transactions with this Payee/Payer$18,136
Total of All Transactions with this Payee/Payer for This Schedule$858,231
Legal Services Reimbursement09/14/2018$51,325
Legal Services Reimbursement10/18/2018$5,376
Legal Services Reimbursement11/21/2018$11,277
Legal Services Reimbursement02/14/2019$16,511
Legal Services Reimbursement06/14/2019$16,596
Grant09/14/2018$25,000
Expense Reimbursement10/29/2018$7,022
Grant11/21/2018$13,125
Grant01/08/2019$7,000
Grant04/30/2019$37,500
Grant08/23/2019$42,500
Grant08/29/2019$22,875
Grant08/29/2019$15,000
Small State Subsidy01/17/2019$114,093
Small State Subsidy06/14/2019$114,093
UniServ Grant09/19/2018$82,388
UniServ Grant12/24/2018$82,388
UniServ Grant03/26/2019$82,388
UniServ Grant06/14/2019$93,638
Name and Address
(A)
NEA Member Benefits Corporation

900 Clopper Road
Gaithersburg
MD
20878
Type or Classification
(B)
Participation Commission
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$15,314
Total of All Transactions with this Payee/Payer for This Schedule$15,314
Name and Address
(A)
North Country Supervisory Union

121 Duchess Ave, Suite A
Newport
VT
05855
Type or Classification
(B)
Professional Development for Members
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,600
Total Non-Itemized Transactions with this Payee/Payer$6,325
Total of All Transactions with this Payee/Payer for This Schedule$12,925
Professional Development07/18/2019$6,600
Name and Address
(A)
Orange East Supervisory Union

176 Waits River Road
Bradford
VT
05033
Type or Classification
(B)
Professional Development for Members
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,600
Total Non-Itemized Transactions with this Payee/Payer$750
Total of All Transactions with this Payee/Payer for This Schedule$7,350
Professional Development06/26/2019$6,600
Name and Address
(A)
Orleans South Supervisory Union

156 Daniels Road
Hardwick
VT
05843
Type or Classification
(B)
Professional Development for Members
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,225
Total Non-Itemized Transactions with this Payee/Payer$6,825
Total of All Transactions with this Payee/Payer for This Schedule$15,050
Professional Development04/09/2019$8,225
Name and Address
(A)
Southwest Vermont Supervisory Union

246 South Stream Road
Bennington
VT
05201
Type or Classification
(B)
Professional Development for Members
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,550
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,550
Professional Development08/23/2019$5,550
Name and Address
(A)
VEHI

52 Pike Drive
Berlin
VT
05602
Type or Classification
(B)
Health Association/Cost Share
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$191,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$191,000
Budgeted Cost Share10/04/2018$47,750
Budgeted Cost Share01/17/2019$47,750
Budgeted Cost Share04/09/2019$47,750
Budgeted Cost Share08/23/2019$47,750
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 513-365

Name and Address
(A)
Audrey Edmonds

5905 48th Ave
Riverdale
MD
20737
Type or Classification
(B)
web/advertising work
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,183
Total of All Transactions with this Payee/Payer for This Schedule$5,183
Name and Address
(A)
Beth Ann Porter
PO Box 65

Adamant
VT
05640
Type or Classification
(B)
event catering
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,273
Total of All Transactions with this Payee/Payer for This Schedule$11,273
Name and Address
(A)
Denise Bender

2228 Trillium Drive
Eau Claire
WI
54701
Type or Classification
(B)
brouchure printing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,412
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$9,412
Calender Printing08/02/2019$9,412
Name and Address
(A)
Diamondrock Burlington Tenant LLC

60 Battery Street
Burlington
VT
05401
Type or Classification
(B)
Event Hosting
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$37,553
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$37,553
Safety Conference07/05/2019$20,335
Conference04/12/2019$17,218
Name and Address
(A)
First Step Print Shop LLC
PO Box 311

Underhill
VT
05489
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$11,798
Total of All Transactions with this Payee/Payer for This Schedule$11,798
Name and Address
(A)
Formost

19209-A Chennault Way
Gaithersburg
MD
20879
Type or Classification
(B)
Forms
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,490
Total Non-Itemized Transactions with this Payee/Payer$2,999
Total of All Transactions with this Payee/Payer for This Schedule$15,489
forms printing12/21/2018$12,490
Name and Address
(A)
Gary D Altman

91 Coolidge Street
Brookline
MA
02446
Type or Classification
(B)
Mediation/Arbitration/Fact Finding
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,606
Total of All Transactions with this Payee/Payer for This Schedule$5,606
Name and Address
(A)
Great Escape Theme Park LP
PO Box 28653

New York
NY
10087
Type or Classification
(B)
Member Event
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,496
Total Non-Itemized Transactions with this Payee/Payer$1,000
Total of All Transactions with this Payee/Payer for This Schedule$15,496
Member Summer Event08/23/2019$14,496
Name and Address
(A)
Hearst Television
PO Box 90038

Prescott
AZ
86304
Type or Classification
(B)
Advertising
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$22,899
Total of All Transactions with this Payee/Payer for This Schedule$22,899
Name and Address
(A)
Ira Lobel

24 Milner Ave
Albany
NY
12208
Type or Classification
(B)
Mediaton/Arbitration/Fact Finding
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,566
Total Non-Itemized Transactions with this Payee/Payer$23,669
Total of All Transactions with this Payee/Payer for This Schedule$29,235
Mediation07/26/2019$5,566
Name and Address
(A)
Janice Chappuis

670 Adelma Beach Road
Port Townsend
OR
98368
Type or Classification
(B)
speaker fee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$18,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$18,000
Speaker Fee10/12/2018$18,000
Name and Address
(A)
John B Cochran, ESQ
PO Box 545

Vinalhaven
ME
04863
Type or Classification
(B)
Mediation/Arbitration/Fact Finding
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,144
Total of All Transactions with this Payee/Payer for This Schedule$5,144
Name and Address
(A)
Michael C Ryan ESQ

34 Wolf's Neck Road
Freeport
ME
04032
Type or Classification
(B)
Mediation/Arbitration/Fact Finding
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,440
Total of All Transactions with this Payee/Payer for This Schedule$6,440
Name and Address
(A)
National Board of Professional Teaching Standards
PO Box 75105

Baltimore
MD
21275
Type or Classification
(B)
Training
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$34,100
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$34,100
Board Certification Enrollments02/08/2019$34,100
Name and Address
(A)
Northern Hopitality LTD
PO Box 515

White River Jct
VT
05001
Type or Classification
(B)
event catering
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,742
Total of All Transactions with this Payee/Payer for This Schedule$7,742
Name and Address
(A)
Rich Burlington Hotel LLC

1117 Williston Road
South Burlington
VT
05403
Type or Classification
(B)
Event Location
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$15,360
Total of All Transactions with this Payee/Payer for This Schedule$15,360
Name and Address
(A)
Sarah Kerr Garraty ESQ

1245 Adams Street
Dorchester
MA
02124
Type or Classification
(B)
Mediation/Arbitration/Fact Finding
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,604
Total of All Transactions with this Payee/Payer for This Schedule$6,604
Name and Address
(A)
The Mailing Center
PO Box 646

Barre
VT
05641
Type or Classification
(B)
mailing services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$20,758
Total of All Transactions with this Payee/Payer for This Schedule$20,758
Name and Address
(A)
The Point

169 River Street
Montpelier
VT
05601
Type or Classification
(B)
advertising
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Radio Ads08/23/2019$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 513-365

Name and Address
(A)
Necrason Group PLC

33 Court St
Montpelier
VT
05602
Type or Classification
(B)
Political Lobbying
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$28,000
Total of All Transactions with this Payee/Payer for This Schedule$28,000
Name and Address
(A)
Sinclair Strategies LLC

80 Norfolk St
Needham
MA
02492
Type or Classification
(B)
Poltical mailings
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,662
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,662
Mailing11/02/2018$8,662
Name and Address
(A)
State Engagement Fund

1401 K Street, NW, Ste 700
Washington
DC
20005
Type or Classification
(B)
Political
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
Legislative crisis assistance06/28/2019$10,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 513-365

Name and Address
(A)
VT NEA Scholars Bowl

179 Chapin Road
Essex
VT
05452
Type or Classification
(B)
Sponsorship
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$12,000
Sponsorship of event11/09/2018$12,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 513-365

Name and Address
(A)
Casella Waste Management Inc
PO Box 1372

Williston
VT
05495
Type or Classification
(B)
trash/recycling
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,659
Total of All Transactions with this Payee/Payer for This Schedule$6,659
Name and Address
(A)
CDW
PO BOX 75723

Chicago
IL
60675
Type or Classification
(B)
software
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,268
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,268
Microsoft licenses02/15/2019$8,268
Name and Address
(A)
City of Montpelier

39 Main Street
Montpelier
VT
05602
Type or Classification
(B)
property taxes
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$17,976
Total of All Transactions with this Payee/Payer for This Schedule$17,976
Name and Address
(A)
Comcast
PO Box 1577

Newark
NJ
07101
Type or Classification
(B)
internet/telephone services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,844
Total of All Transactions with this Payee/Payer for This Schedule$6,844
Name and Address
(A)
Consolidated Communications
PO Box 5200

White River Jct
VT
05001
Type or Classification
(B)
telephone
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,654
Total of All Transactions with this Payee/Payer for This Schedule$6,654
Name and Address
(A)
Cvent

1765 GREENSBORO STATION PLA
Tysons Corner
VA
22102
Type or Classification
(B)
software
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,755
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$12,755
Event planning software05/24/2019$12,755
Name and Address
(A)
DataBasics Inc

12700 SUNRISE VALLEY DR
Reston
VA
20191
Type or Classification
(B)
software
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,000
Total of All Transactions with this Payee/Payer for This Schedule$9,000
Name and Address
(A)
First Step Print Shop, LLC
PO Box 311

Underhill
VT
05489
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$25,941
Total of All Transactions with this Payee/Payer for This Schedule$25,941
Name and Address
(A)
Future Planning Assoc Inc
PO Box 905

Williston
VT
05495
Type or Classification
(B)
pension administration
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,050
Total Non-Itemized Transactions with this Payee/Payer$2,500
Total of All Transactions with this Payee/Payer for This Schedule$7,550
Annual audit12/14/2018$5,050
Name and Address
(A)
Geiger
PO Box 712144

Cincinnati
OH
45271
Type or Classification
(B)
promotional items
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,023
Total Non-Itemized Transactions with this Payee/Payer$20,232
Total of All Transactions with this Payee/Payer for This Schedule$25,255
promtional items12/21/2018$5,023
Name and Address
(A)
Green Mountain Power Corp
PO Box 1915

Brattleboro
VT
05302
Type or Classification
(B)
electricity
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$14,246
Total of All Transactions with this Payee/Payer for This Schedule$14,246
Name and Address
(A)
K Bellavance Landworks & Hauling LLC

12 Mill Street
Barre
VT
05641
Type or Classification
(B)
land maintenance/plowing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,633
Total of All Transactions with this Payee/Payer for This Schedule$12,633
Name and Address
(A)
Liberty Mutual Insurance
PO Box 2051

Keene
NH
03431
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$24,287
Total of All Transactions with this Payee/Payer for This Schedule$24,287
Name and Address
(A)
Mudget, Jennett & Krogh-Wisner

141 Main Street, Suite 2
Montpelier
VT
05602
Type or Classification
(B)
financial auditors
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,500
Total Non-Itemized Transactions with this Payee/Payer$4,100
Total of All Transactions with this Payee/Payer for This Schedule$14,600
Audit Work11/02/2018$5,000
Audit Work12/21/2018$5,500
Name and Address
(A)
New England Air Systems
PO Box 525

Williston
VT
05495
Type or Classification
(B)
Equipment maintenance/repairs
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$50,200
Total Non-Itemized Transactions with this Payee/Payer$3,918
Total of All Transactions with this Payee/Payer for This Schedule$54,118
Deposit on new HVAC system10/19/2018$18,850
Final payment for new HVAC system11/27/2018$18,850
Split system for offices06/14/2019$12,500
Name and Address
(A)
Purchase Power
PO BOX 371874

Pittsburgh
PA
15250
Type or Classification
(B)
meter rental
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,757
Total of All Transactions with this Payee/Payer for This Schedule$7,757
Name and Address
(A)
Symquest Group Inc
PO Box 2384

So Burlington
VT
05407
Type or Classification
(B)
copier maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$15,892
Total of All Transactions with this Payee/Payer for This Schedule$15,892
Name and Address
(A)
W. B. Mason Co, Inc
PO Box 981101

Boston
MA
02298
Type or Classification
(B)
supplies
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$14,935
Total of All Transactions with this Payee/Payer for This Schedule$14,935
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 513-365

Name and Address
(A)
Baraw Enterprises/dba Stoweflake
PO Box 369

Stowe
VT
05672
Type or Classification
(B)
event hosting
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,077
Total Non-Itemized Transactions with this Payee/Payer$7,000
Total of All Transactions with this Payee/Payer for This Schedule$21,077
Annual Representative Assembly04/19/2019$14,077
Name and Address
(A)
Bredhoff & Kaiser PLLC

805 15th Street, NW
Washington
DC
20005
Type or Classification
(B)
staff negotiations
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,849
Total Non-Itemized Transactions with this Payee/Payer$2,176
Total of All Transactions with this Payee/Payer for This Schedule$23,025
Staff Negotiations04/05/2019$6,466
Staff Negotiations04/19/2019$14,383
Name and Address
(A)
Election America Inc

147 E 2nd Street
Mineola
NY
11501
Type or Classification
(B)
election
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,787
Total Non-Itemized Transactions with this Payee/Payer$902
Total of All Transactions with this Payee/Payer for This Schedule$14,689
Annual Election Processing03/01/2019$13,787
Name and Address
(A)
Public Assets Institute
PO Box 942

Montpelier
VT
05602
Type or Classification
(B)
Support
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$500
Total of All Transactions with this Payee/Payer for This Schedule$5,500
Program Sponsorship02/22/2019$5,000
Name and Address
(A)
Steven Kappel

1855 North Street
Montpelier
VT
05602
Type or Classification
(B)
analysis
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,075
Total of All Transactions with this Payee/Payer for This Schedule$5,075
Name and Address
(A)
The Mailing Center
PO Box 646

Barre
VT
05641
Type or Classification
(B)
mailing services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,565
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,565
Election mailing03/15/2019$5,565
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 513-365

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$1,010,679
Health InsuranceBlue Cross Blue Shield of Vermont$464,728
Dental InsuranceNortheast Delta Dental$48,078
Life, AD&D, LTD InsuranceStandard Insurance Company$48,289
401k Retirement PlanCharles Schwab$29,209
401k Retirement PlanFidelity Investments$46,502
401k Retirement PlanLPL Financial$29,851
401k Retirement PlanMainstay$9,523
401k Retirement PlanNational Financial Services$59,634
401k Retirement PlanNFS, LLC$215,269
401k Retirement PlanPershing LLC$6,853
401k Retirement PlanT Rowe Price Prime Reserve Fund$29,741
401k Retirement PlanVALIC$23,002
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 513-365


Question 11(a):

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

Question 12: : Mudgett, Jennett & Krogh-Wisner, P.C. 141 Main Street, P.O. Box 937 Montpelier, Vermont 05601-0937

Schedule 13, Row3:Support Staff that work the school year

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

Schedule 13, Row1:limited coverage and no voting rights

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

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

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

Schedule 13, Row6:Professional Educators that work greater than 25% but less than 51%

Schedule 13, Row7:Professional Educators who work Full Time during the School Year

Schedule 13, Row8:Professional Subs have limited coverage and rights.

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

Schedule 13, Row9:Individuals we carry as complementary members for printed material

Schedule 13, Row9:No voting rights

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

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

Schedule 13, Row11:Reserve Professional Members have limited coverage usually for legal services and no voting rights.

Schedule 13, Row11:Reserve Professional Members have limited coverage usually for legal services and no voting rights.

Schedule 13, Row12:Retired members are no longer active educators or support staff, and have no coverage.

Schedule 13, Row12:Retired members do not have voting rights.

Schedule 13, Row13:Labor Union Staff can be members, but have no rights

Schedule 13, Row13:Labor Union Staff have no voting rights.

Schedule 13, Row14:Student Members have limited coverage and no voting rights.

Schedule 13, Row14:Student Members have limited coverage and no voting rights.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)