U.S. Department of Labor
Office of Labor-Management Standards
Washington, DC 20210 		FORM LM-2 LABOR ORGANIZATION ANNUAL REPORT Form Approved
Office of Management and Budget
No. 1245-0003
Expires: 09-30-2021
MUST BE USED BY LABOR ORGANIZATIONS WITH $250,000 OR MORE IN TOTAL ANNUAL RECEIPTS AND LABOR ORGANIZATIONS IN TRUSTEESHIP

This report is mandatory under P.L. 86-257, as amended.  Failure to comply may result in criminal prosecution, fines, or civil penalties as provided by 29 U.S.C. 439 or 440.
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.
For Official Use Only
1. FILE NUMBER
514-601
2. PERIOD COVERED
From06/01/2019
Through05/31/2020
3. (a) AMENDED - Is this an amended report:
No
(b) HARDSHIP - Filed under the hardship procedures:
No
(c) TERMINAL - This is a terminal report:No
4. AFFILIATION OR ORGANIZATION NAME
CLASSIFIED SCHOOL EMPLS, AMER ASN
5. DESIGNATION (Local, Lodge, etc.)
STATE ASSOCIATION
 6. DESIGNATION NBR

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

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


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


Yes

Each of the undersigned, duly authorized officers of the above labor organization, declares, under penalty of perjury and other applicable penalties of law, that all of the information submitted in this report (including information contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned individual's knowledge and belief, true, correct and complete (See Section V on penalties in the instructions.)
70. SIGNED:Lisa J GourleyPRESIDENT71. SIGNED:Richard A ShidakerTREASURER
Date:Aug 27, 2020Telephone Number:541-974-3457Date:Aug 24, 2020Telephone Number:503-588-0121
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 514-601
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?No
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?No
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?06/2020
20. How many members did the labor organization have at the end of the reporting period?14,178
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees1.8%perN/AN/AN/A
(b) Working Dues/FeesN/AperN/AN/AN/A
(c) Initiation FeesN/AperN/AN/AN/A
(d) Transfer FeesN/AperN/AN/AN/A
(e) Work PermitsN/AperN/AN/AN/A

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

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $4,435,016$5,073,302
23. Accounts Receivable1$0
24. Loans Receivable2$0
25. U.S. Treasury Securities $198,258$0
26. Investments5$0
27. Fixed Assets6$1,148,866$1,132,530
28. Other Assets7$0
29. TOTAL ASSETS $5,782,140$6,205,832

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$0
31. Loans Payable9$0
32. Mortgages Payable $0$0
33. Other Liabilities10$645$9,201
34. TOTAL LIABILITIES $645$9,201
35. NET ASSETS$5,781,495$6,196,631
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 514-601

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $7,038,689
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $5,791
41. Dividends $0
42. Rents $13,056
43. Sale of Investments and Fixed Assets3$203,458
44. Loans Obtained9$0
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $26,808
47. From Members for Disbursement on Their Behalf $109,013
48. Other Receipts14$422,130
49. TOTAL RECEIPTS $7,818,945
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$1,991,078
51. Political Activities and Lobbying16$296,202
52. Contributions, Gifts, and Grants17$32,272
53. General Overhead18$681,044
54. Union Administration19$1,095,416
55. Benefits20$1,091,405
56. Per Capita Tax $1,281,140
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$122,212
61. Loans Made2$0
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $267,177
64. On Behalf of Individual Members $109,013
65. Direct Taxes $213,700
  
66. Subtotal $7,180,659
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$548,661  
  67b. Less Total Disbursed$548,661  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $7,180,659
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 514-601

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

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

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Gross Sales Price
(D) 		Amount Received
(E)
Total of all lines above$271,181$198,616$203,458$203,458
Bond$200,001$198,258$198,258$198,258
Furniture$2,098$0$1,000$1,000
Automobiles$69,082$358$4,200$4,200
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$203,458
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 514-601

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$122,212$122,212$122,212
Equipment$1,714$1,714$1,714
Building improvements$43,570$43,570$43,570
Automobiles$76,928$76,928$76,928
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$122,212
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 514-601

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

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      Salem$164,170 $164,170$685,250
Land  2 :      Eugene$20,000 $20,000$51,161
Land  3 :      Portland$22,000 $22,000$142,922
B. Buildings (give location)    
Building  1 :      Salem, Eugene, Portland$1,849,718$1,064,420$785,298$1,829,520
C. Automobiles and Other Vehicles$386,784$275,766$111,018$111,018
D. Office Furniture and Equipment$267,346$237,302$30,044$30,044
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $2,710,018$1,577,488$1,132,530$2,849,915
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 514-601

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

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

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

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $9,201
Payroll related liabilities$9,201
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 514-601

(A)
Name		(B)
Title		(C)
Status		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances
Disbursed 		(F)
Disbursements for Official Business 		(G)
Other
Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Gourley ,  Lisa   G
President
C		$31,907$14,631$46,538
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		57 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		43 %
A
B
C 		Jones ,  Teri   H
Vice President
C		$2,393$7,304$9,697
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		48 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		52 %
A
B
C 		Hofer ,  Mary   P
Secretary
C		$3,976$3,976
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		57 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		43 %
A
B
C 		Hess ,  Diana   G
Zone 1 Director
C		$2,183$2,651$4,834
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		55 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		45 %
A
B
C 		Siegel ,  Melissa   D
Zone 2 Director
C		$2,620$2,620
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		28 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		72 %
A
B
C 		Bemrose ,  Sella   A
Zone 3 Director
N		$721$3,371$4,092
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		57 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		43 %
A
B
C 		Waggoner ,  Sheila   M
Zone 4 Director
C		$4,115$3,909$8,024
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		49 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		51 %
A
B
C 		Wofford ,  Sarah   M
Zone 5 Director
N		$1,966$5,454$7,420
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		53 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		47 %
A
B
C 		McCanna ,  Monica   L
Zone 6 Director
C		$505$3,936$4,441
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		33 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		67 %
A
B
C 		Young-Whitnah ,  Anjee   M
Zone 7 Director
C		$43$4,811$4,854
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		27 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		73 %
A
B
C 		Stoelb ,  George   T
President
P		$14,580$3,851$18,431
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		52 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		48 %
A
B
C 		Luisi ,  Bonnie   K
Jr. Past President
P		$1,283$1,283
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		McCambridge ,  Marina   R
Zone 5 Director
P		$1,640$1,640
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		4 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		96 %
Total Officer Disbursements$58,413$0$59,437$0$117,850
Less Deductions     
Net Disbursements    $117,850
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 514-601

(A)
Name		(B)
Title		(C)
Other Payer		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances Disbursed 		(F)
Disbursements for Official Business 		(G)
Other Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Ash-Meyerdierk ,  April  
Organizer
N/A		$78,452$2,248$3,660$84,360
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 		Blanchard ,  Debra  
Field Representative
N/A		$40,030$1,206$1,424$42,660
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 		Bonner ,  Kimberly   L
Field Representative
N/A		$79,188$1,502$4,217$84,907
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 		Brickman ,  Aaron  
Organizer
N/A		$38,784$1,223$2,309$42,316
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Drought ,  Cynthia  
Field Representative
N/A		$80,432$2,886$2,262$85,580
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 		Edge ,  Elissa   M
Organizer
N/A		$78,452$8,203$3,890$90,545
I
Schedule 15
Representational Activities 		93 % Schedule 16
Political Activities and Lobbying 		7 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Estabrook ,  Bob  
Government Relations Spec
N/A		$71,153$2,363$1,540$75,056
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		90 % Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration
A
B
C 		Fitzpatrick ,  Celest  
Accounting Assistant
N/A		$55,351$533$60$55,944
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		20 % Schedule 19
Administration 		80 %
A
B
C 		Greeley ,  Susan  
Field Representative
N/A		$80,432$3,488$7,806$91,726
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Gutman ,  Jim  
Field Representative
N/A		$81,879$2,776$2,895$87,550
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Hallman ,  Linda  
Secretary
N/A		$53,781$1,243$305$55,329
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		20 % Schedule 19
Administration 		60 %
A
B
C 		Harris ,  Shawna   S
Field Representative
N/A		$78,452$1,140$3,335$82,927
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 		Heath ,  Justin  
Field Representative
N/A		$40,830$756$1,013$42,599
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Hoss ,  Timothy  
Field Representative
N/A		$69,401$2,365$2,748$74,514
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 		Karl ,  Maggie  
Communications Specialist
N/A		$55,388$1,287$179$56,854
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		18 % Schedule 17
Contributions 		Schedule 18
General Overhead 		20 % Schedule 19
Administration 		62 %
A
B
C 		Larsen ,  Bradley   S
Director of Fiscal Operat
N/A		$92,324$1,898$94,222
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		1 % Schedule 18
General Overhead 		18 % Schedule 19
Administration 		80 %
A
B
C 		McNally ,  Christine   D
Executive Secretary
N/A		$63,144$517$71$63,732
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		90 %
A
B
C 		Meyer ,  Cydnie  
Field Representative
N/A		$78,452$1,556$1,574$81,582
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 		Meyerdierk Jr. ,  Howard   W
Field Representative
N/A		$78,452$1,660$4,024$84,136
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 		Miller ,  Susan  
Director of Field Operati
N/A		$106,527$2,987$1,269$110,783
I
Schedule 15
Representational Activities 		70 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		20 %
A
B
C 		Miller ,  Tracey  
Field Representative
N/A		$80,432$2,503$1,895$84,830
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Mohr ,  Andrea  
Secretary
N/A		$45,315$966$715$46,996
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		70 %
A
B
C 		Ortega ,  Gabe  
Field Representative
N/A		$78,452$1,583$3,376$83,411
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 		Pomeroy ,  Katherine  
Secretary
N/A		$47,965$44$311$48,320
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		70 %
A
B
C 		Ramirez ,  Richard   A
Director of Organizing
N/A		$106,527$3,954$2,721$113,202
I
Schedule 15
Representational Activities 		59 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		30 %
A
B
C 		Scott ,  Matt  
Organizer
N/A		$69,401$1,454$3,057$73,912
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Sears ,  Steven  
Field Representative
N/A		$75,361$5,144$2,571$83,076
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Shidaker ,  Rick   A
Executive Director
N/A		$131,162$3,766$815$135,743
I
Schedule 15
Representational Activities 		35 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		55 %
A
B
C 		Simmons ,  Jill   R
Field Representative
N/A		$78,452$1,341$937$80,730
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Staudinger ,  Teri  
Field Representative
N/A		$76,922$2,326$3,479$82,727
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Tift ,  James  
Field Representative
N/A		$80,432$2,071$3,596$86,099
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 		Welp ,  Timothy  
Field Representative
N/A		$78,452$2,385$5,295$86,132
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 		Whitmire ,  Tyler  
Field Representative
N/A		$33,846$452$1,267$35,565
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 		Williams ,  Hobe  
Field Representative
N/A		$38,784$959$1,663$41,406
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Wilcox ,  Amanda  
Secretary
N/A		$49,456$329$49,785
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		70 %
A
B
C 		Younce ,  Shawn  
Custodian/Maintenance
N/A		$49,358$1,668$51,026
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Zell ,  Jacqueline   R
Secretary
N/A		$43,671$43,671
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		90 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$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$2,564,892$0$72,782$76,279$2,713,953
Less Deductions    $548,661
Net Disbursements    $2,165,292
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 514-601

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 14,178 
Agency Fee Payers*91
Total Members/Fee Payers14,269 
*Agency Fee Payers are not considered members of the labor organization.
Regular14,178Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 514-601

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$214,444
2. Named Payer Non-itemized Receipts$25,262
3. All Other Receipts$182,424
4. Total Receipts$422,130
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$942
5. All Other Disbursements$31,330
6. Total Disbursements$32,272
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$36,507
2. Named Payee Non-itemized Disbursements$4,893
3. To Officers$0
4. To Employees$1,935,478
5. All Other Disbursements$14,200
6. Total Disbursements$1,991,078
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$326,727
2. Named Payee Non-itemized Disbursements$118,296
3. To Officers$0
4. To Employees$170,341
5. All Other Disbursements$65,680
6. Total Disbursements$681,044
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$81,950
2. Named Payee Non-itemized Disbursements$20,250
3. To Officers$59,465
4. To Employees$89,603
5. All Other Disbursements$44,934
6. Total Disbursements$296,202
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$478,785
2. Named Payee Non-itemized Disbursements$40,656
3. To Officers$58,385
4. To Employees$517,590
5. All Other Disbursements
6. Total Disbursements$1,095,416
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 514-601

Name and Address
(A)
American Federation of Teachers

555 New Jersey Ave NW
Washington
DC
20001
Type or Classification
(B)
Labor union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$214,444
Total Non-Itemized Transactions with this Payee/Payer$13,123
Total of All Transactions with this Payee/Payer for This Schedule$227,567
Formula rebate10/18/2019$5,003
Expense reimbursements01/15/2020$76,342
Expense reimbursements04/15/2020$49,421
Expense reimbursements05/15/2020$28,278
Solidarity06/21/2019$14,707
Solidarity10/07/2019$14,345
Solidarity01/03/2020$12,366
Solidarity03/20/2020$13,982
Name and Address
(A)
American United Life Insurance Company

1 American Sq Ste 368
Indianapolis
IN
46282
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,139
Total of All Transactions with this Payee/Payer for This Schedule$12,139
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 514-601

Name and Address
(A)
Bridgetown Publishing

5300 N Channel Ave
Portland
OR
97217
Type or Classification
(B)
Publishing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$30,969
Total Non-Itemized Transactions with this Payee/Payer$4,761
Total of All Transactions with this Payee/Payer for This Schedule$35,730
Journal Printing/Posting09/15/2019$8,497
Journal Printing/Posting10/15/2019$6,469
Journal Printing/Posting02/15/2020$6,495
Journal Printing/Posting04/15/2020$9,508
Name and Address
(A)
Oregon Media Group
77000

Detroit
MI
48277
Type or Classification
(B)
Publishing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,538
Total Non-Itemized Transactions with this Payee/Payer$132
Total of All Transactions with this Payee/Payer for This Schedule$5,670
Job postings09/15/2019$5,538
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 514-601

Name and Address
(A)
Campos for Oregon

3321 SE 20th Ave
Portland
OR
97202
Type or Classification
(B)
Political Action Committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution04/23/2020$5,000
Name and Address
(A)
CLC Northwest Oregon

3645 SE 32nd Ave
Portland
OR
97202
Type or Classification
(B)
Central Labor Council Dues
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,950
Total Non-Itemized Transactions with this Payee/Payer$20,250
Total of All Transactions with this Payee/Payer for This Schedule$27,200
Dues06/15/2019$6,950
Name and Address
(A)
Committee to Elect Shemia Fagan

3321 SE 20th Ave
Portland
OR
97202
Type or Classification
(B)
Political Action Committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$25,000
Contribution04/23/2020$25,000
Name and Address
(A)
Dacia for Oregon

3321 SE 20th Ave
Portland
OR
97202
Type or Classification
(B)
Political Action Committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution04/23/2020$5,000
Name and Address
(A)
Friends of Ben Bowman

8894 SW Waverly Dr
Tigard
OR
97224
Type or Classification
(B)
Political Action Committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,000
Contribution03/20/2020$5,000
Contribution05/15/2020$5,000
Name and Address
(A)
Friends of Centennial Schools

3321 SE 20th Ave
Portland
OR
97202
Type or Classification
(B)
Political Action Committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution03/20/2020$5,000
Name and Address
(A)
Laurie for Oregon

715 NW Hoyt St #6536
Portland
OR
97228
Type or Classification
(B)
Political Action Committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution03/20/2020$5,000
Name and Address
(A)
Oregon Labor Candidate School
86161

Portland
OR
97286
Type or Classification
(B)
Training School
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,000
Contribution02/15/2020$10,000
Name and Address
(A)
Our Oregon

813 SW Alder St, Ste 800A
Portland
OR
97205
Type or Classification
(B)
Legislative Tracking Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Legislative tracking service02/15/2020$5,000
Name and Address
(A)
YES for Hermiston Schools

420 E Tamarack Ct
Hermiston
OR
97838
Type or Classification
(B)
Political Action Committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution10/23/2019$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 514-601

Name and Address
(A)




-1
Type or Classification
(B)
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 514-601

Name and Address
(A)
Allstream

18110 SE 34th St Bldg One
Vancouver
WA
98683
Type or Classification
(B)
Staff Phones
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,274
Total of All Transactions with this Payee/Payer for This Schedule$6,274
Name and Address
(A)
American Federation of Teachers
791212

Baltimore
MD
21279
Type or Classification
(B)
Labor Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$58,015
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$58,015
Liability insurance09/15/2019$58,015
Name and Address
(A)
Boldt Carlisle + Smith

1255 Lee St SE, Ste 210
Salem
OR
97302
Type or Classification
(B)
CPA Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$30,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$30,500
Tax and audit06/15/2019$15,000
Tax and audit11/15/2019$15,500
Name and Address
(A)
CenturyLink
29080

Phoenix
AZ
85038
Type or Classification
(B)
Telecommunications
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,284
Total of All Transactions with this Payee/Payer for This Schedule$8,284
Name and Address
(A)
Comcast
34744

Seattle
WA
98124
Type or Classification
(B)
Telecommunications
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$19,138
Total of All Transactions with this Payee/Payer for This Schedule$19,138
Name and Address
(A)
CompEx, LLC

6107 SW Murray Blvd #309
Beaverton
OR
98005
Type or Classification
(B)
Technology
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$70,865
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$70,865
Technology consulting and services09/15/2019$21,433
Technology consulting and services11/15/2019$11,190
Technology consulting and services12/15/2019$5,970
Technology consulting and services02/15/2020$12,431
Technology consulting and services03/15/2020$6,433
Technology consulting and services05/15/2020$13,408
Name and Address
(A)
Costco
78019

Phoenix
AZ
85062
Type or Classification
(B)
Supermarket
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,497
Total of All Transactions with this Payee/Payer for This Schedule$8,497
Name and Address
(A)
Fred Meyer

3800 SE 22nd Ave
Portland
OR
97202
Type or Classification
(B)
Supermarket
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,863
Total of All Transactions with this Payee/Payer for This Schedule$7,863
Name and Address
(A)
Marion County Tax Collector
3416

Portland
OR
97208
Type or Classification
(B)
County
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$41,566
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$41,566
Property tax10/15/2019$41,566
Name and Address
(A)
Metro Presort

3506 NE 35th Ave
Portland
OR
97210
Type or Classification
(B)
Postage
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$24,021
Total of All Transactions with this Payee/Payer for This Schedule$24,021
Name and Address
(A)
Portland General Electric
4438

Portland
OR
97208
Type or Classification
(B)
Utility
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$14,510
Total of All Transactions with this Payee/Payer for This Schedule$14,510
Name and Address
(A)
Ricoh USA
650073

Dallas
TX
75265
Type or Classification
(B)
Office Equipment Lease
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$76,991
Total Non-Itemized Transactions with this Payee/Payer$187
Total of All Transactions with this Payee/Payer for This Schedule$77,178
Printing/Copying Charges06/15/2019$20,491
Printing/Copying Charges11/15/2019$18,305
Printing/Copying Charges01/15/2020$19,136
Printing/Copying Charges04/15/2020$19,059
Name and Address
(A)
Roth's Creative Catering

1130 Wallace Rd NW
Salem
OR
97304
Type or Classification
(B)
Catering
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,139
Total of All Transactions with this Payee/Payer for This Schedule$6,139
Name and Address
(A)
Schindler Elevator Corp
93050

Chicago
IL
60673
Type or Classification
(B)
Elevator Servicing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,163
Total of All Transactions with this Payee/Payer for This Schedule$5,163
Name and Address
(A)
Union Insurance Group

2125 W Roscoe St
Chicago
IL
60618
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$48,790
Total Non-Itemized Transactions with this Payee/Payer$10,566
Total of All Transactions with this Payee/Payer for This Schedule$59,356
Liability/auto insurance08/15/2019$11,966
Liability/auto insurance11/15/2019$13,241
Liability/auto insurance02/15/2020$13,229
Liability/auto insurance05/15/2020$10,354
Name and Address
(A)
WCP Solutions
84145

Seattle
WA
98124
Type or Classification
(B)
Paper Vendor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,654
Total of All Transactions with this Payee/Payer for This Schedule$7,654
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 514-601

Name and Address
(A)
Frank Doolittle

11811 NE 1st St, Ste A-209
Bellevue
WA
98005
Type or Classification
(B)
Union Product Vendor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$21,740
Total Non-Itemized Transactions with this Payee/Payer$8,655
Total of All Transactions with this Payee/Payer for This Schedule$30,395
Branded merchandise09/15/2019$5,274
Branded merchandise02/15/2020$11,222
Branded merchandise05/15/2020$5,244
Name and Address
(A)
Michael Tedesco Law Group

12780 SE Stark St
Portland
OR
97233
Type or Classification
(B)
Attorney
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$216,885
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$216,885
Legal services06/15/2019$18,000
Legal services07/15/2019$18,000
Legal services08/15/2019$18,000
Legal services09/15/2019$18,000
Legal services10/15/2019$18,000
Legal services11/15/2019$18,885
Legal services12/15/2019$18,000
Legal services01/15/2020$18,000
Legal services02/15/2020$18,000
Legal services03/15/2020$18,000
Legal services04/15/2020$18,000
Legal services05/15/2020$18,000
Name and Address
(A)
Oregon AFSCME

1400 Tandem Ave NE
Salem
OR
97301
Type or Classification
(B)
Labor union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$26,690
Total of All Transactions with this Payee/Payer for This Schedule$26,690
Name and Address
(A)
Red Lion Hotels

909 N Hayden Island Dr
Portland
OR
97217
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$226,953
Total Non-Itemized Transactions with this Payee/Payer$3,912
Total of All Transactions with this Payee/Payer for This Schedule$230,865
Conference facilities and services06/15/2019$151,679
Conference facilities and services02/15/2020$75,274
Name and Address
(A)
Southern Oregon Audio

545 Rogue River Hwy
Grants Pass
OR
97527
Type or Classification
(B)
Audiovisual Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,207
Total Non-Itemized Transactions with this Payee/Payer$1,399
Total of All Transactions with this Payee/Payer for This Schedule$14,606
Audiovisual for conference06/15/2019$13,207
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 514-601

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$1,091,405
Health InsuranceKaiser Foundation$259,343
Health Savings Account ContributionAmerican Fidelity$5,700
Health & Dental InsuranceMODA Health$454,135
Vision BenefitVision Service Plan$6,834
401(k) ContributionsThe Retirement Plan Company$362,384
Life InsuranceAmerican United Life$3,009
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 514-601


Question 11(a):

Question 11(a):

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

Question 12:

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

Statement A,

Cash Begin Total: In previous years, the local chapters were considered to be separate entities. Beginning in the prior fiscal year, the Association provided the local chapters with the option of consolidating their financial activity with the Associations to minimize the reporting requirements of the local chapters. In the 2020 fiscal year, 17 additional local chapters chose to consolidate their financial information with the Association. A prior period adjustment in the amount of $150,242 was made to record these local chapters cash balances as of May 31, 2019.

Schedule 13, Row1:

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

Schedule 13, Row1:

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