U.S. Department of Labor
Office of Labor-Management Standards
Washington, DC 20210
FORM LM-2 LABOR ORGANIZATION ANNUAL REPORT
Form Approved
Office of Management and Budget
No.
1245-0003
Expires:
09-30-2021
MUST BE USED BY LABOR ORGANIZATIONS WITH $250,000 OR
MORE IN TOTAL ANNUAL RECEIPTS AND LABOR ORGANIZATIONS IN
TRUSTEESHIP
This report is
mandatory under P.L. 86-257, as amended. Failure to comply
may result in criminal prosecution, fines, or civil penalties as
provided by 29 U.S.C. 439 or 440.
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS
REPORT.
For Official Use Only
1. FILE NUMBER
512-443
2.
PERIOD COVERED
From
07/01/2019
Through
06/30/2020
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
TEACHERS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
STATE FEDERATION
6. DESIGNATION NBR
8035
7. UNIT NAME (if any)
OREGON
8. MAILING ADDRESS (Type or print in capital
letters)
First Name
Jaime
Last Name
Rodriguez
P.O Box - Building and Room Number
Number and Street
10228 SW CAPITOL HWY
City
PORTLAND
State
OR
ZIP Code + 4
97219
9. Are your organization's records kept at its
mailing address?
Yes
Each of the undersigned, duly authorized
officers of the above labor organization, declares,
under penalty of perjury and other applicable penalties
of law, that all of the information submitted in this
report (including information contained in any
accompanying documents) has been examined by the
signatory and is, to the best of the undersigned
individual's knowledge and belief, true, correct
and complete (See Section V on penalties in the
instructions.)
70. SIGNED:
Jaime Rodriguez
PRESIDENT
71. SIGNED:
Jeffrey J Grider
Exec Vice Pres
Date:
Sep 28, 2020
Telephone
Number:
971-888-5665
Date:
Sep 28, 2020
Telephone
Number:
503-744-0505
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21
FILE NUMBER:
512-443
10. During the reporting period did the labor
organization create or participate in the administration of
a trust or a fund or organization, as defined in the
instructions, which provides benefits for members or
beneficiaries?
No
11(a). During the reporting period did the
labor organization have a political action committee (PAC)
fund?
Yes
11(b). During the reporting period did the
labor organization have a subsidiary organization as
defined in Section X of these Instructions?
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?
No
16. Were any of the labor organization's
assets pledged as security or encumbered in any way at the
end of the reporting period?
No
17. Did the labor organization have any
contingent liabilities at the end of the reporting period?
No
18. During the reporting period did the labor
organization have any changes in its constitution or
bylaws, other than rates of dues and fees, or in
practices/procedures listed in the instructions?
No
19. What is the date of the labor
organization's next regular election of officers?
04/2021
20. How many members did the labor organization
have at the end of the reporting period?
8,247
21. What are the labor organization's rates of dues
and fees?
Rates of Dues and Fees
Dues/Fees
Amount
Unit
Minimum
Maximum
(a) Regular Dues/Fees
Various
per
Month
.055019%
.064285%
(b) Working Dues/Fees
per
(c) Initiation Fees
per
(d) Transfer Fees
per
(e) Work Permits
per
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS
AND LIABILITIES
FILE NUMBER:
512-443
ASSETS
ASSETS
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash
$2,844,777
$3,528,821
23. Accounts Receivable
1
$463,594
$252,345
24. Loans Receivable
2
$0
$0
25. U.S. Treasury
Securities
$0
$0
26. Investments
5
$0
27. Fixed Assets
6
$981,230
$954,084
28. Other Assets
7
$14,345
$18,745
29.
TOTAL ASSETS
$4,303,946
$4,753,995
LIABILITIES
LIABILITIES
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable
8
$63,526
$10,536
31. Loans Payable
9
$0
32. Mortgages Payable
$337,631
$303,552
33. Other Liabilities
10
$36,702
$66,387
34. TOTAL
LIABILITIES
$437,859
$380,475
35. NET
ASSETS
$3,866,087
$4,373,520
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B -
RECEIPTS AND DISBURSEMENTS
FILE NUMBER:
512-443
CASH
RECEIPTS
SCH
AMOUNT
36. Dues and Agency Fees
$0
37. Per Capita Tax
$1,899,059
38. Fees, Fines,
Assessments, Work Permits
$0
39. Sale of Supplies
$0
40. Interest
$0
41. Dividends
$0
42. Rents
$0
43. Sale of Investments
and Fixed Assets
3
$0
44. Loans Obtained
9
$28,455
45. Repayments of Loans
Made
2
$0
46. On Behalf of
Affiliates for Transmittal to Them
$34,965
47. From Members for
Disbursement on Their Behalf
$0
48. Other Receipts
14
$191,344
49. TOTAL RECEIPTS
$2,153,823
CASH DISBURSEMENTS
SCH
AMOUNT
50.
Representational Activities
15
$468,915
51.
Political Activities and Lobbying
16
$106,566
52.
Contributions, Gifts, and Grants
17
$105,676
53. General
Overhead
18
$363,046
54. Union
Administration
19
$129,715
55. Benefits
20
$177,300
56. Per
Capita Tax
$248
57. Strike
Benefits
$0
58. Fees,
Fines, Assessments, etc.
$0
59. Supplies
for Resale
$0
60. Purchase
of Investments and Fixed Assets
4
$0
61. Loans
Made
2
$0
62.
Repayment of Loans Obtained
9
$28,455
63. To
Affiliates of Funds Collected on Their Behalf
$34,965
64. On
Behalf of Individual Members
$0
65. Direct
Taxes
$54,893
66. Subtotal
$1,469,779
67.
Withholding Taxes and Payroll Deductions
67a. Total
Withheld
$142,440
67b. Less Total
Disbursed
$142,440
67c.
Total Withheld But Not Disbursed
68.
TOTAL DISBURSEMENTS
$1,469,779
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS
RECEIVABLE AGING SCHEDULE
FILE NUMBER:
512-443
Entity or Individual Name
(A)
Total Account Receivable
(B)
90-180 Days
Past Due
(C)
180+ Days
Past Due
(D)
Liquidated Account
Receivable
(E)
Total of all itemized
accounts receivable
$12,000
$0
$0
$0
Totals from all other
accounts receivable
$240,345
Totals
(Total of Column (B) will be automatically entered in Item
23, Column(B))
$252,345
$0
$0
$0
Local 111
$12,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS
RECEIVABLE
FILE NUMBER:
512-443
List below loans to officers, employees, or members which
at any time during the reporting period exceeded $250 and
list all loans to business enterprises regardless of amount.
(A)
Loans
Outstanding at
Start of Period
(B)
Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1)
Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not
listed above
$0
$0
$0
$0
$0
Total of all lines
above
$0
$0
$0
$0
$0
Totals will be
automatically entered in...
Item 24
Column (A)
Item 61
Item 45
Item 69
with Explanation
Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF
INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
512-443
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Gross Sales Price
(D)
Amount Received
(E)
Total of all
lines above
$0
$0
$0
$0
Less Reinvestments
$0
(The
total from Net Sales Line will be automatically entered
in Item 43)
Net Sales
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE
OF INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
512-443
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total
of all lines above
$0
$0
$0
Less Reinvestments
$0
(The
total from Net Purchases Line will be automatically
entered in Item 60.)
Net Purchases
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 -
INVESTMENTS
FILE NUMBER:
512-443
Description
(A)
Amount
(B)
Marketable Securities
A. Total Cost
$0
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
$0
E. Total Book Value
F. List each other
investment which has a book value over $5,000 and
exceeds 5% of Line E. Also, list each subsidiary
for which separate reports are attached.
G. Total of Lines B and E
(Total will be automatically entered in Item 26,
Column(B))
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED
ASSETS
FILE NUMBER:
512-443
Description
(A)
Cost or Other Basis
(B)
Total Depreciation or
Amount Expensed
(C)
Book Value
(D)
Value
(E)
A.
Land (give location)
Land
1
:
10228 SW Capitol Hwy, Tigard, OR
$165,240
$165,240
$165,240
B.
Buildings (give location)
Building
1
:
10228 SW Capitol Hwy, Tigard, OR
$982,362
$201,510
$780,852
$780,852
C. Automobiles
and
Other Vehicles
$0
$0
$0
$0
D. Office
Furniture
and Equipment
$58,446
$50,454
$7,992
$7,992
E.
Other Fixed Assets
$0
$0
$0
$0
F. Totals of Lines A through E
(Column(D) Total will be automatically entered in Item
27, Column(B))
$1,206,048
$251,964
$954,084
$954,084
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER
ASSETS
FILE NUMBER:
512-443
Description
(A)
Book Value
(B)
Total
(Total will be automatically entered in Item 28, Column(B))
$18,745
Prepaid expenses
$16,245
Loan Costs net of accumulated amortization
$2,500
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS
PAYABLE AGING SCHEDULE
FILE NUMBER:
512-443
Entity or Individual Name
(A)
Total Account
Payable
(B)
90-180 Days
Past Due
(C)
180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable
$0
$0
$0
$0
Total from all other accounts payable
$10,536
$0
$0
$0
Totals
(Total for Column(B) will be automatically entered in Item
30, Column(D))
$10,536
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS
PAYABLE
FILE NUMBER:
512-443
Source of Loans Payable at Any
Time During the Reporting Period
(A)
Loans Owed at
Start of Period
(B)
Loans Obtained
During Period
(C)
Repayment
During Period
Cash
(D)(1)
Repayment
During Period
Other Than Cash
(D)(2)
Loans Owed at
End of Period
(E)
Total Loans Payable
$0
$28,455
$28,455
$0
$0
Totals will be automatically entered in...
Item 31
Column (C)
Item 44
Item 62
Item 69
with Explanation
Item 31
Column (D)
Charles Schwab
$0
$28,455
$28,455
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER
LIABILITIES
FILE NUMBER:
512-443
Description
(A)
Amount at End of Period
(B)
Total Other Liabilities
(Total will be automatically entered in Item 33, Column(D))
$66,387
Payroll withholdings payable
$17,508
Accrued Vacation
$48,879
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL
OFFICERS AND DISBURSEMENTS TO OFFICERS
FILE NUMBER:
512-443
(A) Name
(B) Title
(C) Status
(D)
Gross Salary
Disbursements
(before any
deductions)
(E)
Allowances
Disbursed
(F)
Disbursements
for Official Business
(G)
Other
Disbursements not reported in
(D) through (F)
(H)
TOTAL
A
B
C
Rodriguez
,
Jaime
President C
$95,808
$0
$6,022
$0
$101,830
I
Schedule 15
Representational Activities
25
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
67
%
Schedule 18
General Overhead
3
%
Schedule 19
Administration
0
%
A
B
C
Cain
,
Shaun
Secretary C
$0
$0
$3,039
$0
$3,039
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
Cooper
,
Ted
VP N
$0
$0
$330
$0
$330
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
Currin
,
Louise
Retiree Liason N
$0
$0
$331
$0
$331
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
A
B
C
Daniels
,
Hazel
VP C
$0
$0
$797
$0
$797
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
Erbs
,
Ira
VP N
$0
$0
$873
$0
$873
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
A
B
C
Grider
,
Jeff
Executive VP C
$0
$0
$626
$0
$626
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
Hames-Garcia
,
Michael
VP C
$0
$0
$505
$0
$505
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
A
B
C
Hansen
,
Melody
Treasurer C
$0
$0
$1,530
$0
$1,530
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
A
B
C
Hughes
,
Chloe
VP C
$0
$0
$802
$0
$802
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
Jacob
,
Ariana
VP N
$0
$0
$312
$0
$312
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
Magee
,
Michael
VP N
$0
$0
$744
$0
$744
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
Peterman
,
Kayleigh
VP Political Action N
$0
$0
$3,604
$0
$3,604
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
Rives
,
David
Past President P
$0
$0
$44
$0
$44
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
St. Lorenz
,
Anna
VP N
$0
$0
$266
$0
$266
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
A
B
C
Timmermann
,
DeAnna
VP C
$0
$0
$1,016
$0
$1,016
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
HernandezVasquez
,
Anastasia
VP N
$0
$0
$455
$0
$455
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
$95,808
$0
$21,296
$0
$117,104
Less Deductions
$28,303
Net
Disbursements
$88,801
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 -
DISBURSEMENTS TO EMPLOYEES
FILE NUMBER:
512-443
(A) Name
(B) Title
(C) Other Payer
(D)
Gross Salary
Disbursements
(before any
deductions)
(E)
Allowances Disbursed
(F)
Disbursements for Official Business
(G)
Other Disbursements not reported in
(D) through (F)
(H)
TOTAL
A
B
C
Lally
,
Bryan
Field Rep n/a
$88,259
$0
$10,863
$0
$99,122
I
Schedule 15
Representational Activities
100
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
Andersen
,
Daniel
Field Rep n/a
$83,977
$0
$4,638
$0
$88,615
I
Schedule 15
Representational Activities
95
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
1
%
Schedule 19
Administration
4
%
A
B
C
Bartholomew
,
Karen
Admin n/a
$81,678
$0
$1,177
$0
$82,855
I
Schedule 15
Representational Activities
3
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
97
%
Schedule 19
Administration
0
%
A
B
C
Vasquez-Garcia
,
Mayra
Field Rep n/a
$28,957
$0
$1,950
$0
$30,907
I
Schedule 15
Representational Activities
99
%
Schedule 16
Political Activities and Lobbying
1
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
Glase
,
Rob
Field Rep n/a
$61,750
$0
$2,853
$0
$64,603
I
Schedule 15
Representational Activities
100
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
Mahoney-Watson
,
William
Field Rep n/a
$17,869
$0
$383
$0
$18,252
I
Schedule 15
Representational Activities
100
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
Sevey
,
Sarah
Fin Op Dir n/a
$77,317
$0
$1,328
$0
$78,645
I
Schedule 15
Representational Activities
3
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
97
%
Schedule 19
Administration
0
%
TOTALS RECEIVED
BY EMPLOYEES MAKING $10,000 OR LESS
$24,220
$0
$201
$0
$24,421
I
Schedule 15
Representational Activities
100
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
Total
Employee Disbursements
$464,027
$0
$23,393
$0
$487,420
Less
Deductions
$114,137
Net Disbursements
$373,283
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 -
MEMBERSHIP STATUS
FILE NUMBER:
512-443
Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members
(Total of all lines above)
8,247
Agency Fee Payers*
8
Total Members/Fee Payers
8,255
*Agency Fee Payers are
not considered members of the labor organization.
Salary $95,368 +
215
Yes
Salary $41,240 - $95,367.99
2,448
Yes
Salary $28,868 - $41,239.99
1,099
Yes
Salary $17,527 - $28,867.99
1,711
Yes
Salary from $10,310 - $17,526.99
1,067
Yes
Salary $10,309.99 or less
1,466
Yes
Leave/ Layoff
241
Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE
- SCHEDULES 14 THROUGH 19
FILE NUMBER:
512-443
SCHEDULE 14 OTHER RECEIPTS
1. Named Payer
Itemized Receipts
$104,339
2. Named Payer
Non-itemized Receipts
$72,877
3. All Other Receipts
$14,128
4. Total
Receipts
$191,344
SCHEDULE 17 CONTRIBUTIONS,
GIFTS & GRANTS
1. Named Payee
Itemized Disbursements
$15,000
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$68,226
4. To Employees
$0
5. All Other
Disbursements
$22,450
6. Total
Disbursements
$105,676
SCHEDULE 15 REPRESENTATIONAL
ACTIVITIES
1. Named Payee
Itemized Disbursements
$41,408
2. Named Payee
Non-itemized Disbursements
$39,751
3. To Officers
$25,458
4. To Employees
$326,025
5. All Other
Disbursements
$36,273
6. Total
Disbursements
$468,915
SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee
Itemized Disbursements
$45,600
2. Named Payee
Non-itemized Disbursements
$99,222
3. To Officers
$3,055
4. To Employees
$157,541
5. All Other
Disbursements
$57,628
6. Total
Disbursements
$363,046
SCHEDULE 16 POLITICAL
ACTIVITIES AND LOBBYING
1. Named Payee
Itemized Disbursements
$56,750
2. Named Payee
Non-itemized Disbursements
$44,000
3. To Officers
$5,092
4. To Employees
$309
5. All Other
Disbursements
$415
6. Total
Disbursements
$106,566
SCHEDULE 19 UNION
ADMINISTRATION
1. Named Payee
Itemized Disbursements
$55,939
2. Named Payee
Non-itemized Disbursements
$22,737
3. To Officers
$15,274
4. To Employees
$3,545
5. All Other
Disbursements
$32,220
6. Total
Disbursements
$129,715
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER
RECEIPTS
FILE NUMBER:
512-443
Name and Address
(A)
American Federation of Teachers
555 New Jersey Ave Washington DC 20001
Type or Classification
(B)
Union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$81,421
Total
Non-Itemized Transactions with this Payee/Payer
$71,527
Total of All Transactions with this
Payee/Payer for This Schedule
$152,948
Member Organizing Institute reimbursement
07/25/2019
$5,034
Member Organizing Institute reimbursement
06/23/2020
$13,775
Legal expense reimbursement
08/30/2019
$10,965
Solidarity Fund Assistance
08/30/2019
$11,258
Solidarity Fund Assistance
12/03/2019
$13,337
Solidarity Fund Assistance
04/01/2020
$13,220
Solidarity Fund Assistance
06/29/2020
$13,832
Name and Address
(A)
Hillsboro Classified United Union 4671
245 SE Fourth Avenue A Hillsboro OR 97123
Type or Classification
(B)
Union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$22,918
Total
Non-Itemized Transactions with this Payee/Payer
$1,350
Total of All Transactions with this
Payee/Payer for This Schedule
$24,268
HCU Organizer reimbursement
09/13/2019
$22,918
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 -
REPRESENTATIONAL ACTIVITIES
FILE NUMBER:
512-443
Name and Address
(A)
Lloyd Hayne & Associates, Ltd.
6312 SW Capitol Hwy Portland OR 97239
Type or Classification
(B)
IT Consultant
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$8,239
Total of All Transactions with this
Payee/Payer for This Schedule
$8,239
Name and Address
(A)
Oregon AFSCME Council 75
1400 Tandem Ave NE Salem, OR 97301
Type or Classification
(B)
Union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$9,578
Total of All Transactions with this
Payee/Payer for This Schedule
$9,578
Name and Address
(A)
Portland Federation of School Professionals 111
1110 SE Alder Street Portland OR 97214
Type or Classification
(B)
Union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$15,434
Total of All Transactions with this
Payee/Payer for This Schedule
$15,434
Name and Address
(A)
United Academics Local 3209
872 East 13th Avenue Eugene OR 97401
Type or Classification
(B)
Local
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$41,408
Total
Non-Itemized Transactions with this Payee/Payer
$6,500
Total of All Transactions with this
Payee/Payer for This Schedule
$47,908
Percap assistance
07/17/2019
$22,556
Percap assistance
07/31/2019
$18,852
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 -
POLITICAL ACTIVITIES AND LOBBYING
FILE NUMBER
512-443
Name and Address
(A)
AFT-Oregon Candidate PAC
10228 SE Capitol Hwy Portland OR 97219
Type or Classification
(B)
PAC
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$46,250
Total
Non-Itemized Transactions with this Payee/Payer
$11,750
Total of All Transactions with this
Payee/Payer for This Schedule
$58,000
AFT-OR Candidate PAC transfers
01/08/2020
$24,500
AFT-OR Candidate PAC transfers
03/02/2020
$6,000
AFT-OR Candidate PAC transfers
03/11/2020
$10,000
AFT-OR Candidate PAC transfers
04/20/2020
$5,750
Name and Address
(A)
STRATEGIES 360
1505 WESTLAKE AVE SEATTLE WA 98109
Type or Classification
(B)
Consultant
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$10,500
Total
Non-Itemized Transactions with this Payee/Payer
$32,250
Total of All Transactions with this
Payee/Payer for This Schedule
$42,750
Consulting services
09/30/2019
$10,500
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 -
CONTRIBUTIONS, GIFTS & GRANTS
FILE NUMBER:
512-443
Name and Address
(A)
Coalition of Graduate Employees Local 6069
101 NW 23rd Corvallis OR 97330
Type or Classification
(B)
Union
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
Contribution
02/24/2020
$5,000
Name and Address
(A)
OR Labor Candidate School
3645 SE 32nd Ave. Portland OR 97202
Type or Classification
(B)
Labor Candidate School
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$10,000
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$10,000
Contribution
08/27/2019
$10,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL
OVERHEAD
FILE NUMBER:
512-443
Name and Address
(A)
Chase Bank 24696
Columbus OH 43224-0696
Type or Classification
(B)
Bank/lender
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$47,908
Total of All Transactions with this
Payee/Payer for This Schedule
$47,908
Name and Address
(A)
CTX Xerox 936793
Atlanta GA 31193-6793
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
$5,640
Total of All Transactions with this
Payee/Payer for This Schedule
$5,640
Name and Address
(A)
Lauka McGuire PC
3511 SE Milwaukie Avenue Portland OR 97202
Type or Classification
(B)
Certified Public Accountants
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$22,000
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$22,000
Audit and tax preparation
09/24/2019
$15,000
Audit and tax preparation
12/03/2019
$7,000
Name and Address
(A)
Lloyd Hayne & Associates Ltd. 6312 SW Capitol Hwy
Portland OR 97239
Type or Classification
(B)
IT Consultants
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$13,837
Total of All Transactions with this
Payee/Payer for This Schedule
$13,837
Name and Address
(A)
MULTNOMAH COUNTY TAX COLLECTOR
501 SE HAWTHORN #175 PORTLAND OR 97214
Type or Classification
(B)
Property tax
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$17,613
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$17,613
Property tax
10/22/2019
$17,613
Name and Address
(A)
Portland General Electric 4438
Portland OR 97208
Type or Classification
(B)
Utilities
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$6,315
Total of All Transactions with this
Payee/Payer for This Schedule
$6,315
Name and Address
(A)
Portland Mechanical Contractors
2000 SE Hanna Harvester Dr Portland OR 97222-7575
Type or Classification
(B)
Mechanical Contractor
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,987
Total
Non-Itemized Transactions with this Payee/Payer
$8,872
Total of All Transactions with this
Payee/Payer for This Schedule
$14,859
Building Maintenance
09/03/2019
$5,987
Name and Address
(A)
US Bank Equipment Finance 790448
St. Louis MO 63179
Type or Classification
(B)
Office equipment lease
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$16,650
Total of All Transactions with this
Payee/Payer for This Schedule
$16,650
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION
ADMINISTRATION
FILE NUMBER:
512-443
Name and Address
(A)
Embassy Suites
319 SW Pine Street Portland OR 97204-2726
Type or Classification
(B)
Conference facility and hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$12,587
Total
Non-Itemized Transactions with this Payee/Payer
$6,048
Total of All Transactions with this
Payee/Payer for This Schedule
$18,635
Winter School
01/28/2020
$12,587
Name and Address
(A)
Tedesco Law Group
12780 SE Stark St. Portland OR 97233
Type or Classification
(B)
Law Firm
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$27,712
Total
Non-Itemized Transactions with this Payee/Payer
$11,764
Total of All Transactions with this
Payee/Payer for This Schedule
$39,476
Legal fees
02/03/2020
$10,590
Legal fees
03/03/2020
$6,441
Legal fees
04/04/2020
$10,681
Name and Address
(A)
The Bureau of National Affairs, Inc. 419889
Boston MA 02241-9889
Type or Classification
(B)
Publisher
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,836
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$5,836
Bloomberg Subscription for 1 year
09/10/2019
$5,836
Name and Address
(A)
Valley River Inn
1000 Valley River Way Eugene OR 97401
Type or Classification
(B)
Conference facility and hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$9,804
Total
Non-Itemized Transactions with this Payee/Payer
$4,925
Total of All Transactions with this
Payee/Payer for This Schedule
$14,729
President's conference
11/04/2019
$9,804
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 -
BENEFITS
FILE NUMBER:
512-443
Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all
lines above (Total will be automatically entered in Item
55.)
$177,300
Retirement
Charles Schwab
$46,147
Medical
Kaiser Permanente
$115,176
Life Insurance
Lifemap Assurance Company
$1,027
Dental
Moda Health
$11,140
Life Insurance
Principal Life Insurance Company
$3,810
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL
INFORMATION SUMMARY
FILE NUMBER:
512-443
Item 71 Title: The Organization's Executive Vice President has been with the organization the longest and has better availability to insure timely filing.
Question 11(a):
Question 11(a): : AFT Oregon Issue PAC, State of Oregon Secretary of State filing #005486,
AFT Oregon Candidate PAC, State of Oregon Secretary of State Filing #000113,
AFT Oregon Political and Legislative Action
Network PAC, State of Oregon Secretary of State filing #14029,
PAC activity and account balances have been excluded on the LM-2 and are publicly available from the state agency to whom they report.
Question 11(b):
Question 11(b): AFT-Oregon Building Trust
10228 SW Capitol Hwy
Portland, OR 97219
The Building Trust activities are consolidated with Aft-Oregon activities for financial and LM-2 reporting.
Question 12: An audit was performed by the following outside accountant: Lauka McGuire, PC
Schedule 1, Row1:
Schedule 1, Row1::
Schedule 9, Row1:
Schedule 9, Row1:
Schedule 13, Row1:
Schedule 13, Row1:::
Schedule 13, Row2:
Schedule 13, Row2:::Members whose salaries are from $41,240 to $95,367.99
Schedule 13, Row2:
Schedule 13, Row2:::
Schedule 13, Row3:
Schedule 13, Row3:::Members whose salaries are from $28,868 to $41,239.99
Schedule 13, Row3:
Schedule 13, Row3:::
Schedule 13, Row4:
Schedule 13, Row4:::Members whose Salaries are from $17,527 to $28,867.99
Schedule 13, Row4:
Schedule 13, Row4:::
Schedule 13, Row5:
Schedule 13, Row5:::Members whose Salaries are from $10,310 to $17,526.99
Schedule 13, Row5:
Schedule 13, Row5:::
Schedule 13, Row6:
Schedule 13, Row6:::Members whose Salaries are from $10,309.99 or less
Schedule 13, Row6:
Schedule 13, Row6:::
Schedule 13, Row7:
Schedule 13, Row7:::Members on leave or laid off
Schedule 13, Row7:
Schedule 13, Row7:::
Schedule 13, Row1:
Schedule 13, Row1:::Members whose salaries are above $95,368