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
530-351
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
TEACHERS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
STATE ASSOCIATION
 6. DESIGNATION NBR
8024
7. UNIT NAME (if any)
MONTANA FEDERATION OF PUBLIC EMPLOYEES (MFPE)
8. MAILING ADDRESS (Type or print in capital letters)
First Name
ERIC
 Last Name
FEAVER
P.O Box - Building and Room Number

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


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


Yes

Each of the undersigned, duly authorized officers of the above labor organization, declares, under penalty of perjury and other applicable penalties of law, that all of the information submitted in this report (including information contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned individual's knowledge and belief, true, correct and complete (See Section V on penalties in the instructions.)
70. SIGNED:Eric FeaverPRESIDENT71. SIGNED:Erik BurkeEXECUTIVE DIRECTOR
Date:Nov 26, 2019Telephone Number:406-442-4250Date:Nov 26, 2019Telephone Number:406-442-4250
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 530-351
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?Yes
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?Yes
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?Yes
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?Yes
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?23,192
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees388peryear78388
(b) Working Dues/Feesper
(c) Initiation Feesper
(d) Transfer Feesper
(e) Work Permitsper

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

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $3,321,879$2,831,855
23. Accounts Receivable1$266,166$192,377
24. Loans Receivable2$155,946$142,349
25. U.S. Treasury Securities $0$0
26. Investments5$2,314,593$3,935,053
27. Fixed Assets6$780,536$707,324
28. Other Assets7$32,493$96,809
29. TOTAL ASSETS $6,871,613$7,905,767

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$129,547$157,150
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$1,510,488$1,641,921
34. TOTAL LIABILITIES $1,640,035$1,799,071
35. NET ASSETS$5,231,578$6,106,696
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 530-351

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $6,993,528
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $238,840
39. Sale of Supplies $1,070
40. Interest $152,732
41. Dividends $6,092
42. Rents $2,000
43. Sale of Investments and Fixed Assets3$122,964
44. Loans Obtained9$0
45. Repayments of Loans Made2$13,597
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$1,152,109
49. TOTAL RECEIPTS $8,682,932
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$2,905,951
51. Political Activities and Lobbying16$508,128
52. Contributions, Gifts, and Grants17$281,026
53. General Overhead18$395,039
54. Union Administration19$1,079,508
55. Benefits20$2,034,592
56. Per Capita Tax $246,423
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $25,864
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$1,424,424
61. Loans Made2$0
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $6,750
64. On Behalf of Individual Members $0
65. Direct Taxes $269,417
  
66. Subtotal $9,177,122
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$1,186,337  
  67b. Less Total Disbursed$1,182,171  
  67c. Total Withheld But Not Disbursed $4,166
68. TOTAL DISBURSEMENTS $9,172,956
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 530-351

Entity or Individual Name
(A) 		Total Account Receivable
(B) 		90-180 Days
Past Due
(C) 		180+ Days
Past Due
(D) 		Liquidated Account
Receivable
(E)
Total of all itemized accounts receivable$7,334$0$0$0
Totals from all other accounts receivable$185,043$458  
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $192,377$458$0$0
American Federation of Teachers$7,334
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 530-351

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A) 		Loans
Outstanding at
Start of Period
(B) 		Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1) 		Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not listed above     
Total of all lines above$155,946$0$13,597$0$142,349
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Name: Billings Education Association
Purpose: Real Property Purch
Security: Second Mortgage
Terms of Repayment: 5.500%
$148,304$8,566$139,738
Name: Great Falls Education Associat
Purpose: Replace Roof
Security: Second Mortgage
Terms of Repayment: 5.0%
$7,642$5,031$2,611
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 530-351

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Gross Sales Price
(D) 		Amount Received
(E)
Total of all lines above$176,840$105,664$122,964$122,964
Equipment$3,025$0$0$0
Automobiles$68,151$0$17,300$17,300
Sale of Investments$105,664$105,664$105,664$105,664
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$122,964
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 530-351

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$1,424,424$1,419,217$1,424,424
Automobiles$26,641$23,529$26,641
Computer Equipment$9,092$7,861$9,092
Purchase of Investments$1,374,136$1,374,136$1,374,136
Furniture$2,380$2,125$2,380
Leasehold Improvements$12,175$11,566$12,175
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$1,424,424
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 530-351

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost$2,486,324
B. Total Book Value$2,954,930
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • American Funds
$2,954,930
Other Investments 
D. Total Cost$887,065
E. Total Book Value$980,123
F. List each other investment which has a book value over $5,000 and exceeds 5% of Line E.  Also, list each subsidiary for which separate reports are attached.  
  • Deferred Compensation Plan Investments
$580,124
  • Investment Held for Sale
$399,999
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $3,935,053
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 530-351

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      1232 E. 6th Ave., Helena, MT 59601$6,764 $6,764$59,556
B. Buildings (give location)    
Building  1 :      1232 E. 6th Ave., Helena, MT 59601$997,299$543,178$454,121$454,121
C. Automobiles and Other Vehicles$501,479$304,514$196,965$196,965
D. Office Furniture and Equipment$347,857$309,950$37,908$37,908
E. Other Fixed Assets$12,175$609$11,566$11,566
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,865,574$1,158,251$707,324$760,116
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 530-351

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $96,809
Prepaid Expenses$96,809
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 530-351

Entity or Individual Name
(A) 		Total Account
Payable
(B) 		90-180 Days
Past Due
(C) 		180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable$31,442$0$0$0
Total from all other accounts payable$125,708$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $157,150$0$0$0
The Billings Times$7,490$0$0$0
McDonald Law Office$5,272$0$0$0
Martha Sheehy$5,000$0$0$0
Slate Architecture Inc.$13,680$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 530-351

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

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $1,641,921
Accrued Salaries and Wages$124,122
Payroll Taxes and Benefits$8,395
Deferred Compensation Plan$580,124
Funds Held for Members$44,412
Deferred Revenue$41,921
Capital Lease Payable$22,324
Accrued Compensated Absences$820,623
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 530-351

(A)
Name		(B)
Title		(C)
Status		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances
Disbursed 		(F)
Disbursements for Official Business 		(G)
Other
Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Feaver ,  Eric  
President
C		$104,819$19,113$123,932
I
Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		40 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		35 %
A
B
C 		Dwyer ,  Bill  
1st Vice President
N		$3,000$7,356$10,356
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 		Charlson ,  Melanie  
1st Vice President
P		$125$125
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Curtis ,  Amanda  
2nd Vice President
N		$3,000$5,496$8,496
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Dwyer ,  Bill  
2nd Vice President
P		$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Aarstad ,  Rich  
Treasurer
C		$3,000$2,638$5,638
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Southergill ,  Glen  
NEA Director
N		$2,250$3,442$5,692
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Curtis ,  Amanda  
NEA Director
P		$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Bell ,  Matt  
Director-At-Large
P		$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Marcille ,  Gene  
District 1 Chair
C		$2,140$2,140
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Rider ,  Lynne  
District 1 1st Vice Chair
C		$3,531$3,531
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Carlson ,  Patti  
District 1 2nd Vice Chair
C		$1,655$1,655
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 		Kolczak ,  Christine  
District 2 Chair
C		$2,118$2,118
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Morfitt ,  Pam  
District 2 Vice Chair
C		$795$795
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Kenison ,  Mike  
District 3 Chair
C		$1,982$1,982
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Cohenour ,  Jill  
District 3 1st Vice Chair
N		$384$384
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Tucker ,  Lisa  
District 3 Vice Chair
P		$91$91
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 		Wheat ,  Michelle  
District 3 2nd Vice Chair
N		$441$441
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Rutherford ,  Kathy  
District 4 Chair
C		$2,036$2,036
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Matthews ,  Eric  
District 4 1st Vice Chair
C		$3,160$3,160
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Campbell ,  Colette  
District 4 2nd Vice Chair
C		$3,140$3,140
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Harrington ,  Samantha  
District 5 Chair
N		$3,122$3,122
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Lavinder Schwalk ,  Shelli  
District 5 Chair
P		$483$483
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 		Griffith ,  Bob  
District 5 Vice Chair
N		$1,616$1,616
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Smail ,  Yvette  
District 5 1st Vice Chair
P		$782$782
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Harrington ,  Samantha  
District 5 2nd Vice Chair
P		$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Doke ,  Trista  
District 6 Chair
C		$2,534$2,534
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Seiffert ,  Mark  
District 6 1st Vice Chair
C		$4,580$4,580
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Esquivel ,  Omega  
District 6 2nd Vice Chair
C		$3,294$3,294
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Enebo ,  Laurie  
District 7 Chair
C		$5,350$5,350
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 		Murakami ,  Brian  
District 7 1st Vice Chair
N		$2,499$2,499
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Lokken-Frandsen ,  Cara  
District 7 1st Vice Chair
P		$2,215$2,215
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Johnson ,  Jim  
District 7 2nd Vice Chair
C		$5,198$5,198
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Clark ,  Karla  
District 8 Chair
N		$4,079$4,079
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Barnhart ,  Jesse  
District 8 Chair
P		$2,976$2,976
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Clark ,  Karla  
District 8 1st Vice Chair
P		$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Keith ,  Jim  
District 8 2nd Vice Chair
P		$1,969$1,969
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 		Schillreff ,  Rachel  
District 9 Chair
N		$2,416$2,416
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Wells ,  Rita  
District 9 Chair
P		$1,770$1,770
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Fulton ,  Tom  
District 9 1st Vice Chair
C		$2,401$2,401
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Murphy ,  Brian  
District 9 2nd Vice Chair
C		$1,565$1,565
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Kimmet ,  Ron  
District 10 Chair
C		$2,612$2,612
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Willis ,  Debbie  
District 10 1st Vice Chai
C		$3,299$3,299
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Cohenour ,  Joe  
District 10 2nd Vice Chai
C		$1,503$1,503
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$116,069$0$115,906$0$231,975
Less Deductions     
Net Disbursements    $231,975
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 530-351

(A)
Name		(B)
Title		(C)
Other Payer		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances Disbursed 		(F)
Disbursements for Official Business 		(G)
Other Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Aarstad ,  Rich  
Member Organizer
N/A		$1,000$1,000
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 		Burgess ,  Tom  
Field Consultant
N/A		$117,065$9,230$126,295
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Burke ,  Erik  
Executive Director
N/A		$135,383$8,023$143,406
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		35 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		45 %
A
B
C 		Caldwell ,  Lauren  
Political Director
N/A		$91,482$7,766$99,248
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		85 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Casey ,  Megan  
Field Consultant
N/A		$69,690$8,053$77,743
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Charlson ,  Melanie  
Field Consultant
N/A		$69,526$3,982$73,508
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Cohenour ,  Joe  
Member Organizer
N/A		$1,000$1,000
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 		Cook ,  Leland  
Member Organizer
N/A		$1,000$60$1,060
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 		Copeland ,  Maggie  
Field Consultant
N/A		$119,359$9,183$128,542
I
Schedule 15
Representational Activities 		97 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Cowee ,  Jeff  
Field Consultant
N/A		$86,744$6,460$93,204
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Crowley ,  Julianna  
Member Organizer
N/A		$1,445$454$1,899
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		DeTienne ,  Cindy  
Administrative Assistant
N/A		$63,792$120$63,912
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Devine ,  Jolene  
Membership Specialist
N/A		$61,249$108$61,357
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Diehl ,  Heather  
Field Consultant
N/A		$96,279$2,263$98,542
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Dompier ,  Joe  
Field Consultant
N/A		$66,902$11,640$78,542
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Ehli ,  Brian  
Field Consultant
N/A		$118,212$6,215$124,427
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		England ,  Monique  
Member Organizer
N/A		$4,660$438$5,098
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Ferro ,  Marco  
Public Policy Director
N/A		$114,771$11,445$126,216
I
Schedule 15
Representational Activities 		35 % Schedule 16
Political Activities and Lobbying 		45 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		20 %
A
B
C 		Fladmo ,  Diane  
Member Benefits Director
N/A		$114,771$4,158$118,929
I
Schedule 15
Representational Activities 		65 % Schedule 16
Political Activities and Lobbying 		35 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Foot ,  Maria  
Member Organizer
N/A		$4,190$945$5,135
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 		Funk ,  Bob  
Communications Director
N/A		$69,017$3,529$72,546
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		40 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		40 %
A
B
C 		Gardiner ,  Kyla  
Member Organizer
N/A		$5,820$783$6,603
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Graham ,  Shannon  
Member Organizer
N/A		$70$66$136
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Graveley ,  Donna  
Management Assistant
N/A		$65,533$5,463$70,996
I
Schedule 15
Representational Activities 		15 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		75 %
A
B
C 		Greenfield ,  Jeff  
Field Consultant
N/A		$110,119$4,270$114,389
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Harrington ,  Samantha  
Member Organizer
N/A		$1,000$1,000
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 		Harris ,  Tammy  
Field Consultant
N/A		$101,077$10,706$111,783
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Haverlandt ,  Carol  
Field Consultant
N/A		$114,771$6,393$121,164
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Houtz ,  Luci  
Administrative Assistant
N/A		$41,224$41,224
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Howe ,  Jeff  
Field Consultant
N/A		$69,690$3,875$73,565
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Jones ,  Don  
Field Consultant
N/A		$94,791$8,582$103,373
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Kohl ,  Martha  
Member Organizer
N/A		$1,000$1,000
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 		Krause ,  David  
Member Organizer
N/A		$1,000$247$1,247
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 		Kuntz ,  Lindsey  
Member Organizer
N/A		$325$148$473
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 		Lavinder Schwalk ,  Shelli  
Field Consultant
N/A		$58,539$5,432$63,971
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Legg ,  Amy  
Administrative Assistant
N/A		$35,546$1,058$36,604
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		McCulloch ,  Scott  
Field Consultant
N/A		$119,359$6,220$125,579
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		McKenna ,  Julie  
Member Organizer
N/A		$1,000$1,000
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 		McNac ,  Terrie  
Member Organizer
N/A		$4,035$92$4,127
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Nielsen ,  Larry  
Field Consultant
N/A		$114,712$8,293$123,005
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Nisbet ,  Daryn  
Membership Specialist
N/A		$48,894$848$49,742
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Novak ,  Cathy  
Chief Financial Officer
N/A		$119,213$4,366$123,579
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 		Nyman ,  Quint  
Deputy Executive Director
N/A		$110,577$12,108$122,685
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		20 %
A
B
C 		Reed ,  Shayla  
Member Organizer
N/A		$4,745$526$5,271
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Reichelt ,  Shauna  
Administrative Assistant
N/A		$57,690$363$58,053
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Riitano ,  Mary  
Administrative Assistant
N/A		$64,201$1,001$65,202
I
Schedule 15
Representational Activities 		88 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		10 %
A
B
C 		Sarbu ,  Renne't  
Member Organizer
N/A		$5,150$506$5,656
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 		Shawn ,  Jane  
Member Organizer
N/A		$5,110$1,472$6,582
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Smith ,  Morgan  
Organizer
N/A		$110,060$3,912$113,972
I
Schedule 15
Representational Activities 		60 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		10 %
A
B
C 		Spatz ,  Rachelle  
Member Organizer
N/A		$180$180
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Thomas ,  Becky  
Administrative Assistant
N/A		$65,594$375$65,969
I
Schedule 15
Representational Activities 		15 % Schedule 16
Political Activities and Lobbying 		25 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		60 %
A
B
C 		Treib ,  Kate  
Administrative Assistant
N/A		$48,860$520$49,380
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Ulsher ,  Jeremiah  
Member Organizer
N/A		$10$10
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 		Wheat ,  Michelle  
Member Organizer
N/A		$1,000$1,000
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Wilkins ,  Susan  
Membership Specialist II
N/A		$62,924$198$63,122
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 		Wilkowski ,  Frederick  
Member Organizer
N/A		$1,000$1,000
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 		Wood ,  Jami  
Administrative Assistant
N/A		$63,375$1,229$64,604
I
Schedule 15
Representational Activities 		37 % Schedule 16
Political Activities and Lobbying 		38 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		25 %
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$3,115,731$0$183,124$0$3,298,855
Less Deductions     
Net Disbursements    $3,298,855
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 530-351

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 23,192 
Agency Fee Payers*2
Total Members/Fee Payers23,194 
*Agency Fee Payers are not considered members of the labor organization.
Active21,317Yes
Retired1,608Yes
Student218Yes
Staff35No
Associate2No
Substitute12No
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 530-351

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$1,053,309
2. Named Payer Non-itemized Receipts$92,513
3. All Other Receipts$6,287
4. Total Receipts$1,152,109
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$247,580
2. Named Payee Non-itemized Disbursements$20,773
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$12,673
6. Total Disbursements$281,026
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$339,836
2. Named Payee Non-itemized Disbursements$118,151
3. To Officers$30,983
4. To Employees$2,282,912
5. All Other Disbursements$134,069
6. Total Disbursements$2,905,951
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$66,052
2. Named Payee Non-itemized Disbursements$220,563
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$108,424
6. Total Disbursements$395,039
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$55,136
2. Named Payee Non-itemized Disbursements$12,657
3. To Officers$49,573
4. To Employees$370,604
5. All Other Disbursements$20,158
6. Total Disbursements$508,128
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$140,263
2. Named Payee Non-itemized Disbursements$43,697
3. To Officers$151,419
4. To Employees$645,340
5. All Other Disbursements$98,789
6. Total Disbursements$1,079,508
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 530-351

Name and Address
(A)
American Federation of Teachers

555 New Jersey Ave. NW
Washington
DC
20001
Type or Classification
(B)
National Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$59,484
Total of All Transactions with this Payee/Payer for This Schedule$59,484
Name and Address
(A)
Montana Schools Group Insurance Authority
7029

Helena
MT
59604
Type or Classification
(B)
Self-insured Workers Comp
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,544
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$15,544
Legal Recoveries11/21/2018$15,544
Name and Address
(A)
National Education Association

1201 16th St. NW
Washington
DC
20036
Type or Classification
(B)
National Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$1,037,765
Total Non-Itemized Transactions with this Payee/Payer$23,083
Total of All Transactions with this Payee/Payer for This Schedule$1,060,848
GYO Grant09/10/2018$15,000
Uniserv Grant09/21/2018$161,810
MT Organizing Project11/01/2018$25,000
GPS Grant12/12/2018$7,000
Uniserv Grant12/12/2018$152,656
TLI Site Stipend01/04/2019$11,474
Comprehensive Cooperative Project Agreement01/14/2019$118,823
MT Growth/Strength Organizing Grant02/28/2019$35,000
Uniserv Grant03/19/2019$161,810
ULSP Legal Defense04/10/2019$6,062
Comprehensive Cooperative Project Agreement06/13/2019$115,177
ULSP Legal Defense06/14/2019$5,356
Uniserv Grant06/14/2019$183,597
Parnership Grant07/16/2019$25,000
Educator Voice Academy08/29/2019$14,000
Name and Address
(A)
NEA Member Benefits Corp

900 Clopper Road Ste 300
Gaithersburg
MD
20878
Type or Classification
(B)
Member Benefits Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,946
Total of All Transactions with this Payee/Payer for This Schedule$9,946
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 530-351

Name and Address
(A)
American Federation of Teachers

555 New Jersey Ave. NW
Washington
DC
20001
Type or Classification
(B)
National Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$14,986
Total of All Transactions with this Payee/Payer for This Schedule$14,986
Name and Address
(A)
Best Western Great Northern Hotel

835 Great Northern Blvd.
Helena
MT
59601
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,886
Total Non-Itemized Transactions with this Payee/Payer$748
Total of All Transactions with this Payee/Payer for This Schedule$10,634
LMC meeting05/23/2019$9,886
Name and Address
(A)
Billings Public Schools

415 N. 30th St.
Billings
MT
59101
Type or Classification
(B)
Public School District
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,627
Total of All Transactions with this Payee/Payer for This Schedule$5,627
Name and Address
(A)
Christopherson Law Firm

40 2nd Street East Ste 226
Kalispell
MT
59901
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$25,000
Member Litigation Costs02/08/2019$25,000
Name and Address
(A)
Edge Marketing + Design LLC

1131 Poplar St.
Helena
MT
59601
Type or Classification
(B)
Marketing & Website Development Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,775
Total Non-Itemized Transactions with this Payee/Payer$600
Total of All Transactions with this Payee/Payer for This Schedule$9,375
Website11/30/2018$8,775
Name and Address
(A)
Flathead Travel Service Inc.

500 Main St.
Kalispell
MT
59901
Type or Classification
(B)
Travel Agency
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,542
Total of All Transactions with this Payee/Payer for This Schedule$6,542
Name and Address
(A)
Gallik, Bremer & Molloy PC
70

Bozeman
MT
59771
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$48,622
Total Non-Itemized Transactions with this Payee/Payer$4,652
Total of All Transactions with this Payee/Payer for This Schedule$53,274
Legal Services03/22/2019$48,622
Name and Address
(A)
Hilton Garden Inn Bozeman

2023 Commerce Way
Bozeman
MT
59715
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$6,387
Total of All Transactions with this Payee/Payer for This Schedule$6,387
Name and Address
(A)
Homewood Suites by Hilton

1023 Baxter Lane
Bozeman
MT
59715
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$6,215
Total of All Transactions with this Payee/Payer for This Schedule$6,215
Name and Address
(A)
Jeffrey R. Folsom

12850 W. State Rd 84 #7-2
Davie
FL
33325
Type or Classification
(B)
individual
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$100,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$100,000
Member Litigation Costs02/08/2019$100,000
Name and Address
(A)
K & J Convention Services LLC
5234

Helena
MT
59604
Type or Classification
(B)
Convention Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,603
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,603
Educator Conference Booths and Tables10/26/2018$8,603
Name and Address
(A)
Karl Englund Attorney at Law
8358

Missoula
MT
59807
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$36,604
Total Non-Itemized Transactions with this Payee/Payer$20,225
Total of All Transactions with this Payee/Payer for This Schedule$56,829
Legal Services03/22/2019$11,861
Legal Services04/11/2019$5,891
Legal Services05/10/2019$8,339
Legal Services07/19/2019$5,419
Legal Services11/15/2018$5,094
Name and Address
(A)
Kathryn T. Whalen
PMB 125
25 NW 23rd Pl Ste 6
Portland
OR
97210
Type or Classification
(B)
Arbitrator
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,246
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,246
Arbitration05/23/2019$5,246
Name and Address
(A)
Mailing Technical Services Inc.
1753

Billings
MT
59103
Type or Classification
(B)
Mailing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,549
Total of All Transactions with this Payee/Payer for This Schedule$10,549
Name and Address
(A)
McDonald Law Firm LLC

1714 Forest Meadow Court
Billings
MT
59102
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$22,233
Total Non-Itemized Transactions with this Payee/Payer$17,228
Total of All Transactions with this Payee/Payer for This Schedule$39,461
Legal Services03/22/2019$9,189
Legal Services04/11/2019$5,671
Legal Services07/18/2019$7,373
Name and Address
(A)
McDonald Law Office PLLC
1570

Helena
MT
59624
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,173
Total Non-Itemized Transactions with this Payee/Payer$14,808
Total of All Transactions with this Payee/Payer for This Schedule$19,981
Legal Services08/09/2019$5,173
Name and Address
(A)
Montana Organizing Project

603 W. 9th Street
Austin
TX
78701
Type or Classification
(B)
Non-profit organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,752
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,752
Membership Recruitment & Organizing04/26/2019$7,752
Name and Address
(A)
Montana Professional Teaching Foundation

1232 E. 6th Ave.
Helena
MT
59601
Type or Classification
(B)
Charitable Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,630
Total Non-Itemized Transactions with this Payee/Payer$680
Total of All Transactions with this Payee/Payer for This Schedule$7,310
Educator Conference Presenter Fees01/31/2019$6,630
Name and Address
(A)
National Education Association

1201 16th St. NW
Washington
DC
20036
Type or Classification
(B)
National Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,947
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$14,947
Educators Employment Liability Premium10/12/2018$14,947
Name and Address
(A)
Northern Hotel

19 N. Broadway
Billings
MT
59101
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$5,354
Total of All Transactions with this Payee/Payer for This Schedule$5,354
Name and Address
(A)
The Billings Times

2919 Montana Ave.
Billings
MT
59101
Type or Classification
(B)
Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$26,865
Total Non-Itemized Transactions with this Payee/Payer$3,550
Total of All Transactions with this Payee/Payer for This Schedule$30,415
Newsletters01/07/2019$8,172
Newsletters07/31/2019$18,693
Name and Address
(A)
University Faculty Association

002 University Hall, U of M
Missoula
MT
59812
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$13,500
Membership Recruitment & Organizing01/31/2019$13,500
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 530-351

Name and Address
(A)
A Better Big Sky

220 S. 27th Street
Billings
MT
59101
Type or Classification
(B)
Grassroots Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$25,000
Legislative Advocacy Members07/19/2019$25,000
Name and Address
(A)
Cerillion N4 Partners

500 Union Street Ste. 909
Seattle
WA
98101
Type or Classification
(B)
Political Consulting Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$16,275
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$16,275
Candidate Information to members10/29/2018$16,275
Name and Address
(A)
Edge Marketing + Design LLC

1131 Poplar St.
Helena
MT
59601
Type or Classification
(B)
Marketing and Website Development Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,850
Total Non-Itemized Transactions with this Payee/Payer$400
Total of All Transactions with this Payee/Payer for This Schedule$6,250
Website11/30/2018$5,850
Name and Address
(A)
Mailing Technical Services Inc.
1753

Billings
MT
59103
Type or Classification
(B)
Mailing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,998
Total of All Transactions with this Payee/Payer for This Schedule$5,998
Name and Address
(A)
The Billings Times

2919 Montana Ave.
Billings
MT
59101
Type or Classification
(B)
Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,011
Total Non-Itemized Transactions with this Payee/Payer$6,259
Total of All Transactions with this Payee/Payer for This Schedule$14,270
Newsletters07/31/2019$8,011
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 530-351

Name and Address
(A)
Billings Classified Employees Assn

510 N. 29th
Billings
MT
59101
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,720
Total of All Transactions with this Payee/Payer for This Schedule$6,720
Name and Address
(A)
Billings Education Association

510 N. 29th
Billings
MT
59101
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$63,800
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$63,800
Financial Assistance to Affiliate01/31/2019$33,688
Financial Assistance to Affiliate05/23/2019$30,112
Name and Address
(A)
Bozeman Education Association

8325 Goldenstein Lane
Bozeman
MT
59715
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$23,980
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$23,980
Financial Assistance to Affiliate01/31/2019$12,100
Financial Assistance to Affiliate05/23/2019$11,880
Name and Address
(A)
Butte Teachers Union

156 West Granite St. #F
Butte
MT
59701
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,587
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$11,587
Financial Assistance to Affiliate01/31/2019$5,793
Financial Assistance to Affiliate05/23/2019$5,794
Name and Address
(A)
Great Falls Education Association

511 13th Ave. S.
Great Falls
MT
59405
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$37,510
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$37,510
Financial Assistance to Affiliate01/31/2019$19,085
Financial Assistance to Affiliate05/23/2019$18,425
Name and Address
(A)
Helena Education Association

1232 E. 6th Ave.
Helena
MT
59601
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$35,145
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$35,145
Financial Assistance to Affiliate01/31/2019$17,628
Financial Assistance to Affiliate05/23/2019$17,517
Name and Address
(A)
Kalispell Education Association

108 Garland St.
Kalispell
MT
59901
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,150
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$12,150
Financial Assistance to Affiliate01/31/2019$5,715
Financial Assistance to Affiliate05/23/2019$6,435
Name and Address
(A)
Merged Missoula Classified Employees Organization

1890 Ola Dr.
Missoula
MT
59802
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,850
Total of All Transactions with this Payee/Payer for This Schedule$5,850
Name and Address
(A)
Missoula Education Association

1001 SW Higgins, Ste. 101
Missoula
MT
59803
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$36,135
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$36,135
Financial Assistance to Affiliate01/31/2019$17,792
Financial Assistance to Affiliate05/23/2019$18,343
Name and Address
(A)
Montana Professional Teaching Foundation

1232 E. 6th Ave.
Helena
MT
59601
Type or Classification
(B)
Non-profit Charitable Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$16,713
Total Non-Itemized Transactions with this Payee/Payer$8,203
Total of All Transactions with this Payee/Payer for This Schedule$24,916
Celebration of Teaching Event11/14/2018$16,713
Name and Address
(A)
University Faculty Association

002 University Hall, U of M
Missoula
MT
59812
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,560
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,560
Financial Assistance to Affiliate01/31/2019$5,070
Financial Assistance to Affiliate05/23/2019$5,490
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 530-351

Name and Address
(A)
360 Office Solutions
30598

Billings
MT
59107
Type or Classification
(B)
Office Supply Store
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$21,462
Total of All Transactions with this Payee/Payer for This Schedule$21,462
Name and Address
(A)
Billings Education Association

510 N. 29th
Billings
MT
59101
Type or Classification
(B)
Local Affiliate - Rent & Office Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$16,416
Total of All Transactions with this Payee/Payer for This Schedule$16,416
Name and Address
(A)
CDW Direct
75723

Chicago
IL
60675
Type or Classification
(B)
Information Technology Products
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,671
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,671
Computer Technology02/15/2019$10,671
Name and Address
(A)
CenturyLink
29040

Phoenix
AZ
85038-9040
Type or Classification
(B)
Telephone Service Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$22,093
Total of All Transactions with this Payee/Payer for This Schedule$22,093
Name and Address
(A)
Charter Communications
742614

Cincinnati
OH
45274
Type or Classification
(B)
Telephone and Internet Services Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,993
Total of All Transactions with this Payee/Payer for This Schedule$10,993
Name and Address
(A)
De Lage Landen
41602

Philadelphia
PA
19101
Type or Classification
(B)
Financial Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,267
Total of All Transactions with this Payee/Payer for This Schedule$7,267
Name and Address
(A)
Fisher Technology

575 E. 42nd St.
Boise
ID
83714
Type or Classification
(B)
Office Equipment Sales & Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,435
Total of All Transactions with this Payee/Payer for This Schedule$12,435
Name and Address
(A)
Formost Graphic Communications

19209-A Chennault Way
Gaithersburg
MD
20879
Type or Classification
(B)
Printing/Membership Card Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$19,873
Total Non-Itemized Transactions with this Payee/Payer$3,719
Total of All Transactions with this Payee/Payer for This Schedule$23,592
Membership Card Kits11/14/2018$5,856
Membership Card Kits04/30/2019$14,017
Name and Address
(A)
Great Falls Education Association

511 13th Ave. S.
Great Falls
MT
59405
Type or Classification
(B)
Local Affiliate - Rent & Office Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$18,795
Total of All Transactions with this Payee/Payer for This Schedule$18,795
Name and Address
(A)
Lewis & Clark County Treasurer

316 N. Park Ave. Rm. 147
Helena
MT
59623
Type or Classification
(B)
County Treasurer
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$14,070
Total of All Transactions with this Payee/Payer for This Schedule$14,070
Name and Address
(A)
Lorri Nisbet

2711 Airport Road
Helena
MT
59601
Type or Classification
(B)
Bookkeeping Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,500
Total of All Transactions with this Payee/Payer for This Schedule$7,500
Name and Address
(A)
Montana Educators' Credit Union
2668

Missoula
MT
59806
Type or Classification
(B)
Credit Union - Rent - NW Field Office
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$25,308
Total of All Transactions with this Payee/Payer for This Schedule$25,308
Name and Address
(A)
Northwestern Energy

49 E. Broadway
Helena
MT
59707
Type or Classification
(B)
Utilities Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,517
Total of All Transactions with this Payee/Payer for This Schedule$12,517
Name and Address
(A)
Pitney Bowes
223648

Pittsburgh
PA
15250
Type or Classification
(B)
Postage Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$15,000
Postage Meter Refill10/12/2018$5,000
Postage Meter Refill01/14/2019$5,000
Postage Meter Refill05/31/2019$5,000
Name and Address
(A)
Pitney Bowes Global Financial
856460

Louisville
KY
40285
Type or Classification
(B)
Postage Meter Rental
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$17,036
Total of All Transactions with this Payee/Payer for This Schedule$17,036
Name and Address
(A)
Service Master
310

Helena
MT
59624
Type or Classification
(B)
Janitorial Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,495
Total of All Transactions with this Payee/Payer for This Schedule$10,495
Name and Address
(A)
Thomas Printing Company Inc.
9048

Kalispell
MT
59904
Type or Classification
(B)
Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,612
Total of All Transactions with this Payee/Payer for This Schedule$9,612
Name and Address
(A)
Travelers Insurance
660317

Dallas
TX
75266
Type or Classification
(B)
Insurance Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,508
Total Non-Itemized Transactions with this Payee/Payer$1,441
Total of All Transactions with this Payee/Payer for This Schedule$21,949
Property/Umbrella/Liability Insurance09/07/2018$13,463
Property/Umbrella/Liability Insurance01/18/2019$7,045
Name and Address
(A)
Verizon Wireless
9622

Mission Hills
CA
91346-9622
Type or Classification
(B)
Cell Phone Service Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,404
Total of All Transactions with this Payee/Payer for This Schedule$9,404
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 530-351

Name and Address
(A)
Allegra Marketing

40 W. Lawrence
Helena
MT
59601
Type or Classification
(B)
Printing & Promotional Products Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,230
Total Non-Itemized Transactions with this Payee/Payer$24,051
Total of All Transactions with this Payee/Payer for This Schedule$44,281
Annual Conference04/11/2019$6,199
Promotional Products06/05/2019$8,890
Promotional Products06/14/2019$5,141
Name and Address
(A)
Anderson ZurMuehlen & Co.
1040

Helena
MT
59624-1040
Type or Classification
(B)
Accounting Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,000
Total Non-Itemized Transactions with this Payee/Payer$6,538
Total of All Transactions with this Payee/Payer for This Schedule$26,538
Audit Services12/07/2018$20,000
Name and Address
(A)
Best Western Great Northern Hotel

835 Great Northern Blvd.
Helena
MT
59601
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,296
Total Non-Itemized Transactions with this Payee/Payer$3,038
Total of All Transactions with this Payee/Payer for This Schedule$17,334
Annual Conference04/18/2019$14,296
Name and Address
(A)
Data Imaging Systems Inc.
20457

Billings
MT
59104-0457
Type or Classification
(B)
Electronic Data Storage
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,251
Total Non-Itemized Transactions with this Payee/Payer$4,330
Total of All Transactions with this Payee/Payer for This Schedule$9,581
Electronic Document scanning and storage07/05/2019$5,251
Name and Address
(A)
Delta Hotels Marriott Helena Colonial Hotel

2301 Colonial Drive
Helena
MT
59601
Type or Classification
(B)
Hotel & Convention Center
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$39,519
Total Non-Itemized Transactions with this Payee/Payer$214
Total of All Transactions with this Payee/Payer for This Schedule$39,733
Annual Conference04/18/2019$32,639
Regional Training10/12/2018$6,880
Name and Address
(A)
Northern Hotel

19 N. Broadway
Billings
MT
59101
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,103
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$11,103
Regional Training03/15/2019$11,103
Name and Address
(A)
The Westin Galleria

5060 W. Alabama
Houston
TX
77056
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,864
Total Non-Itemized Transactions with this Payee/Payer$198
Total of All Transactions with this Payee/Payer for This Schedule$12,062
NEA Representative Assembly06/10/2019$11,864
Name and Address
(A)
Trister, Ross, Schadler & Gold PLLC

1666 Connecticut Ave. NW
Washington
DC
20009
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,328
Total of All Transactions with this Payee/Payer for This Schedule$5,328
Name and Address
(A)
Wipfli LLP
3160

Milwaukee
WI
53201-3160
Type or Classification
(B)
Accounting Firm
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
Audit Services01/31/2019$18,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 530-351

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$2,034,592
Health/Dental/Vision InsuranceMontana Unified School Trust$878,832
Multi-Employer Pension PlanNEA Employees Retirement Fund$1,002,164
Officer's Money Purchase Pension PlanDA Davidson & Co.$15,723
Life/AD&D/Long-Term DisabilityUnum Provident Corporation$37,208
Accidental Death & Dismemberment/Life InsuranceUnum Provident Corporation$6,704
Health Reimbursement Account PlanAllegiance Benefit Plan Management$36,256
LIUNA National Pension FundLIUNA$57,705
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 530-351
Item 71 Title: The Executive Director signs instead of the Treasurer as he has more knowledge of the organization on a daily basis.

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

Question 11(a):

Question 11(a): : MFPE PAC reported and filed timely with the State of Montana, Commissioner of Political Practices.

Question 11(b):

Question 11(b): : MFPE Building Corporation is a subsidiary 501(c)(2) organization holding title to the building at 1232 E. 6th Avenue, Helena, MT 59601

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

Question 15: MFPE disposed of some obsolete equipment by donating it to a local 501(c)(3), recycling the equipment, and/or disposing at local landfill. MEA-MFT merged with the Montana Public Employees Association on September 1, 2018 and became the Montana Federation of Public Employees (MFPE) adding some equipment to the merged organization.

Question 18: A new constitution was adopted with the merger of MEA-MFT and the Montana Public Employees Association.

Statement A,Other Asset Book Value Begin Total: The Montana Public Employees Association (MPEA) brought $1,409 of other assets to the merger.

Statement A,

Accounts Payable Begin Total: The Montana Public Employees Association (MPEA) brought $15,690 in accounts payable to the merger.

Statement A,

Cash Begin Total: MEA-MFT merged with the Montana Public Employees Association on September 1, 2018, becoming the Montana Federation of Public Employees (MFPE) adding cash to the merged organization.

Statement A,

Accounts Receivable Begin Total: The Montana Public Employees Association (MPEA) brought $38,415 of accounts receivable into the merger.

Statement A,Fixed Assets Value Begin Total: The Montana Public Employees Association (MPEA) brought $117,244 of fixed assets to the merger.

Schedule 1, Row1:

Schedule 1, Row1:

Schedule 2, Row1:

Schedule 2, Row1:

Schedule 2, Row2:

Schedule 2, Row2:

Schedule 8, Row3:

Schedule 8, Row3::

Schedule 8, Row4:

Schedule 8, Row4::

Schedule 8, Row1:

Schedule 8, Row1::

Schedule 8, Row2:

Schedule 8, Row2::

Schedule 13, Row3:

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

Schedule 13, Row3:

Schedule 13, Row3:

Schedule 13, Row4:

Schedule 13, Row4:These individuals are not active members but rather staff who work for the union. These individuals do not have voting rights.

Schedule 13, Row1:

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

Schedule 13, Row1:

Schedule 13, Row1:

Schedule 13, Row2:

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

Schedule 13, Row2:

Schedule 13, Row2:

Schedule 13, Row4:

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

Schedule 13, Row5:

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

Schedule 13, Row5:

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

Schedule 13, Row6:

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

Schedule 13, Row6:

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