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

This report is mandatory under P.L. 86-257, as amended.  Failure to comply may result in criminal prosecution, fines, or civil penalties as provided by 29 U.S.C. 439 or 440.
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.
For Official Use Only
1. FILE NUMBER
513-365
2. PERIOD COVERED
From09/01/2019
Through08/31/2020
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
NATIONAL EDUCATION ASN IND
5. DESIGNATION (Local, Lodge, etc.)
STATE ASSOCIATION
 6. DESIGNATION NBR

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

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


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


Yes

Each of the undersigned, duly authorized officers of the above labor organization, declares, under penalty of perjury and other applicable penalties of law, that all of the information submitted in this report (including information contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned individual's knowledge and belief, true, correct and complete (See Section V on penalties in the instructions.)
70. SIGNED:Donald L TinneyPRESIDENT71. SIGNED:Erin M CarterTREASURER
Date:Oct 29, 2020Telephone Number:802-224-2402Date:Oct 29, 2020Telephone Number:802-345-2312
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 513-365
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?No
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$1,000,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?No
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?04/2021
20. How many members did the labor organization have at the end of the reporting period?13,353
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees654.00permember52.50654.00
(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: 513-365

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $2,758,678$3,325,971
23. Accounts Receivable1$228,710$271,321
24. Loans Receivable2$2,050$2,050
25. U.S. Treasury Securities $0$0
26. Investments5$2,877,981$3,321,268
27. Fixed Assets6$560,160$568,659
28. Other Assets7$81,842$90,134
29. TOTAL ASSETS $6,509,421$7,579,403

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$161,779$116,899
31. Loans Payable9$0
32. Mortgages Payable $0$0
33. Other Liabilities10$1,121,885$1,214,649
34. TOTAL LIABILITIES $1,283,664$1,331,548
35. NET ASSETS$5,225,757$6,247,855
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 513-365

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $4,556,694
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $5,549
41. Dividends $0
42. Rents $0
43. Sale of Investments and Fixed Assets3$0
44. Loans Obtained9
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $2,125,941
47. From Members for Disbursement on Their Behalf $72,686
48. Other Receipts14$1,149,821
49. TOTAL RECEIPTS $7,910,691
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$1,474,344
51. Political Activities and Lobbying16$198,297
52. Contributions, Gifts, and Grants17$28,900
53. General Overhead18$921,892
54. Union Administration19$1,271,230
55. Benefits20$1,117,184
56. Per Capita Tax $0
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $283
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$132,641
61. Loans Made2$0
62. Repayment of Loans Obtained9
63. To Affiliates of Funds Collected on Their Behalf $2,125,941
64. On Behalf of Individual Members $72,686
65. Direct Taxes $0
  
66. Subtotal $7,343,398
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$373,616  
  67b. Less Total Disbursed$373,616  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $7,343,398
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 513-365

Entity or Individual Name
(A) 		Total Account Receivable
(B) 		90-180 Days
Past Due
(C) 		180+ Days
Past Due
(D) 		Liquidated Account
Receivable
(E)
Total of all itemized accounts receivable$263,204$73,528$0$0
Totals from all other accounts receivable$8,117$0$0$0
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $271,321$73,528$0$0
GREEN MOUNTAIN-NEA$20,415$0$0$0
LAMOILLE NORTH UNFIED EA$76,260$45,756$0$0
ORANGE EAST EA$22,328$0$0$0
ORANGE SOUTHWEST EA$22,726$6,640$0$0
TACONIC & GREEN TEACHERS ASSOC$11,160$0$0$0
TWO RIVERS SOUTHEAST EA$9,817$0$0$0
WHITE RIVER VALLEY EA$19,561$0$0$0
WINDHAM CENTRAL EA$23,036$10,429$0$0
WINOOSKI EA$13,732$0$0$0
NEA$8,316$0$0$0
NFS$3$0$0$0
BURKE TOWN SCHOOL$975$0$0$0
BURLINGTON SCHOOL DISTRICT$2,450$600$0$0
CALEDONIA CENTRAL SUPERVISORY UNION$1,100$0$0$0
CHARLOTTE CENTRAL SCHOOL$600$0$0$0
EMILY FLEURY$225$225$0$0
HARTFORD SCHOOL DISTRICT$1,800$0$0$0
HARTLAND ELEMENTARY SCHOOL$600$0$0$0
KINGDOM EAST SCHOOL DISTRICT$600$0$0$0
LAMOILLE SOUTH SUPERVISORY UNION$2,925$2,925$0$0
LYNDON TOWN SCHOOL$3,000$0$0$0
MILTON EDUC AND SUPPORT ASSOC$450$0$0$0
MONTPELIER SCHOOL DISTRICT$600$0$0$0
MORRISTOWN SCHOOL DISTRICT$1,950$0$0$0
ORANGE EAST SUPERVISORY UNION$750$0$0$0
ORLEANS CENTRAL SUPERVISORY UNION$1,475$0$0$0
RICHMOND ELEMENTARY SCHOOL$404$0$0$0
RULTAND NORTHEAST ESP$583$583$0$0
SOUTHERN VERMONT SUPERVISORY UNION$3,700$3,700$0$0
TACONIC & GREEN TEACHERS$39$0$0$0
WINDHAM SOUTHEAST SUPERVISORY UNION$1,475$1,475$0$0
WINDSOR SCHOOL$975$0$0$0
WINDSOR SOUTHWEST STAFF ASSOCIATION$1,195$1,195$0$0
ADDISON NORTHWEST EA$643$0$0$0
ADDISTON NORTHWEST SUPPORT STAFF$400$0$0$0
MONTPELIER EDUCATION SUPPORT STAFF$100$0$0$0
NEA/DLMS$6,161$0$0$0
ORANGE SOUTHWEST EDUCATION ASSOCIATION$675$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 513-365

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A) 		Loans
Outstanding at
Start of Period
(B) 		Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1) 		Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not listed above     
Total of all lines above$2,050$0$0$0$2,050
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Name: ORTON BUNBURY
Purpose: STRIKE LOAN
Security: NONE
Terms of Repayment: 1 YEAR
$750$0$0$0$750
Name: ADAM CARNES
Purpose: STRIKE LOAN
Security: NONE
Terms of Repayment: 1 YEAR
$750$0$0$0$750
Name: ERIN WEBSTER
Purpose: STRIKE LOAN
Security: NONE
Terms of Repayment: 1 YEAR
$550$0$0$0$550
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 513-365

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Gross Sales Price
(D) 		Amount Received
(E)
Total of all lines above$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: 513-365

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$132,641$132,641$132,641
THORNBURG LIMITED-TRM INC INST CONFIRM NBR$15,428$15,428$15,428
THORNBURG LIMITED-TRM INC INST CONFIRM NBR$6,812$6,812$6,812
PGIM TOTAL RETURN BOND Z CONFIRM NBR$20,595$20,595$20,595
PGIM TOTAL RETURN BOND Z CONFIRM NBR$10,818$10,818$10,818
FRANKLIN CONVERTIBLE SEC ADV CONFIRM NBR$7,461$7,461$7,461
JANUS HENDERSON DEV WORLD BD I CONFIRM NBR$3,204$3,204$3,204
JANUS HENDERSON DEV WORLD BD I CONFIRM NBR$1,779$1,779$1,779
SPLIT SYTEM/MITSUBISHI$5,999$5,999$5,999
CARPETING AND FLOORING IN BASEMENT$17,223$17,223$17,223
MICROSOFT SURFACE PRO 7$1,585$1,585$1,585
LENOVO THINKPAD X1 YOGA G4$2,256$2,256$2,256
LENOVO TS X1 YOGA 4$2,302$2,302$2,302
LENOVO TS X1 4TH GEN$2,250$2,250$2,250
LENOVO FLEX TOUCHSCREEN LAPTOP$1,075$1,075$1,075
LENOVO TS X1 YOGA 4TH GEN$2,338$2,338$2,338
KONICA MINOLTA COLOR COPIER C550I$10,409$10,409$10,409
Bush Business Furniture C Series Desk$692$692$692
Bush Business Series C 2 Drawer Mobile File Cabine$262$262$262
Window Blinds/15 Windows$5,358$5,358$5,358
DRAINAGE STONE$3,233$3,233$3,233
CURBING ON DRIVEWAY$2,562$2,562$2,562
DATABASICS TIME & EXPENSE SOFTWARE$9,000$9,000$9,000
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$132,641
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 513-365

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost$2,736,287
B. Total Book Value$3,321,268
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • COLUMBIA DIVIDEND INCOME INST
$224,110
  • FRANKLIN CONVERTIBLE SEC ADV
$186,591
  • FRANKLIN INTL GROWTH ADV
$251,015
  • INVESCO QQQ TRUST, SERIES 1
$338,522
  • PGIM TOTAL RETURN BOND Z
$651,590
  • SPDR S&P DIVIDEND
$201,200
  • T ROWE PRICE BLUE CHIP GR
$301,576
  • THORNBURG LIMITED-TRM INC INST
$661,795
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)) $3,321,268
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 513-365

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      10 Wheelock Street, Montpelier, VT$32,526 $32,526$32,526
B. Buildings (give location)    
Building  1 :      10 Wheelock Street, Montpelier VT$884,482$540,302$344,180$344,180
Building  2 :      10 Wheelock Street, Montpelier, VT land improvemnt$192,611$51,242$141,369$141,369
C. Automobiles and Other Vehicles
D. Office Furniture and Equipment$300,481$256,897$43,584$43,584
E. Other Fixed Assets$16,617$9,617$7,000$7,000
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,426,717$858,058$568,659$568,659
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 513-365

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $90,134
Prepaid Expenses$59,946
Prepaid Postage$12,600
Prepaid CVENT registrations$17,588
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 513-365

Entity or Individual Name
(A) 		Total Account
Payable
(B) 		90-180 Days
Past Due
(C) 		180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable$116,806$0$2,339$0
Total from all other accounts payable$93$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $116,899$0$2,339$0
MATTHEW POLK$2,339$0$2,339$0
MATTHEW POLK$350$0$0$0
NATIONAL EDUCATION ASSOCIATION$58,844$0$0$0
SEAN LEACH$59$0$0$0
SEAN LEACH$1,276$0$0$0
ROBERT RASKEVITZ$528$0$0$0
REBECCA MCBROOM$1,723$0$0$0
LAURA WALKER-SEWELL$64$0$0$0
CASTLETON CENTER FOR SCHOOLS$4,125$0$0$0
JEAN JARRETT$150$0$0$0
COMCAST$586$0$0$0
MATTHEW BENDER & CO., INC$102$0$0$0
SEAN LEACH$1,194$0$0$0
WANDA OTERO-WEAVER$647$0$0$0
LIBERTY MUTUAL INSURANCE$3,122$0$0$0
VSAC$500$0$0$0
MIGRANT JUSTICE$1,000$0$0$0
MARY K GRAVES$146$0$0$0
WANDA OTERO-WEAVER$1,055$0$0$0
STOWE PEST CONTROL, LLC$55$0$0$0
W.B. MASON CO., INC$16$0$0$0
IRA LOBEL$900$0$0$0
NFI VERMONT INC$5,000$0$0$0
CONSOLIDATED COMMUNICATIONS$589$0$0$0
COMMERCIAL CARD SERVICES$1,587$0$0$0
NFP$380$0$0$0
MATTHEW BENDER & CO., INC$89$0$0$0
HEARST TELEVISION INC$2,055$0$0$0
HEARST TELEVISION INC$1,500$0$0$0
HEARST TELEVISION INC$900$0$0$0
SUZANNE DIRMAIER$98$0$0$0
MATTHEW POLK$1,200$0$0$0
HEARST TELEVISION INC$3,000$0$0$0
MATTHEW POLK$2,818$0$0$0
DONALD TINNEY$780$0$0$0
MATTHEW POLK$2,019$0$0$0
MATTHEW POLK$737$0$0$0
KEVIN B FLANIGAN$1,287$0$0$0
KEVIN B FLANIGAN$800$0$0$0
VT-NEA FUND FOR CHILDREN AND PUB EDUC$2,065$0$0$0
RICH BURLINGTON HOTEL, LLC$751$0$0$0
SOUTH BURLINGTON SCHOOL DISTRICT$500$0$0$0
KRISTIE FERGUSON$150$0$0$0
ROBIN BRYCE$500$0$0$0
MELISSA BUSHEY$1,250$0$0$0
NANCY E DAIGLE$3,500$0$0$0
SHANNON DESANTIS GILE$1,250$0$0$0
ROCHELLE GARFINKEL$1,250$0$0$0
JUDITH KAPLAN$69$0$0$0
JUDITH KAPLAN$51$0$0$0
ELIZABETH SHELLEY$500$0$0$0
IRA LOBEL$1,350$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 513-365

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

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $1,214,649
EMPLOYEE DEDUCTIONS$5,036
PREPAID DUES$60
ACCRUED VACATION AND SICK LEAVE$898,152
ACCRUED SALARIES$75,112
CURRENT PORTION LTD$29,058
LTD$3,063
GRANT FUNDS$204,168
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 513-365

(A)
Name		(B)
Title		(C)
Status		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances
Disbursed 		(F)
Disbursements for Official Business 		(G)
Other
Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Bowers ,  Mary  
Board Director
C		$0$0$653$0$653
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Carter ,  Erin  
Secretary/Treasurer
C		$8,696$0$1,124$1,824$11,644
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Cannizzaro ,  Peter  
Board Member
C		$0$0$1,703$0$1,703
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Darrell ,  Loriann  
Board Member
C		$0$0$2,351$0$2,351
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 		Murphy ,  Kathleen  
Board Member
N		$0$0$381$0$381
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Sheehan ,  Christopher  
Board Member
C		$0$0$181$0$181
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 		Remick ,  Peggy  
Board Member
N		$0$0$892$0$892
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Labarge ,  Andrew  
Board Member
C		$0$0$1,815$0$1,815
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Santa Maria ,  Martha  
Board Member
C		$0$0$1,219$0$1,219
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Locke ,  Dennette  
Board Member
C		$0$0$890$0$890
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Mills ,  Lance  
Board Member
C		$0$0$468$0$468
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Johnson ,  Loretta  
Board Member
C		$0$0$1,194$0$1,194
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Walker-Swewll ,  Laura  
Board Member
C		$0$0$884$0$884
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Pomerleau ,  Patricia  
Board Member
C		$0$0$358$0$358
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Sylvester ,  Alison  
Vice President
C		$6,296$0$3,191$2,927$12,414
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Szymanski ,  W. Richard  
Board Member
C		$0$0$661$0$661
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Guros ,  Christopher  
Board Member
C		$0$0$994$0$994
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Thompson ,  Patricia  
Board Member
C		$0$0$1,014$0$1,014
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Tinney ,  Donald  
President
N		$135,419$0$2,553$8,314$146,286
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		Turner ,  Keren  
Board Member
N		$0$0$663$0$663
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
Total Officer Disbursements$150,411$0$23,189$13,065$186,665
Less Deductions     
Net Disbursements    $186,665
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 513-365

(A)
Name		(B)
Title		(C)
Other Payer		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances Disbursed 		(F)
Disbursements for Official Business 		(G)
Other Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Allen ,  Darren  
Communications Director
NA		$149,637$0$3,593$2,905$156,135
I
Schedule 15
Representational Activities 		2 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		78 % Schedule 19
Administration 		20 %
A
B
C 		Allen ,  Martha  
Racial Equity Liason
NA		$7,456$0$2,817$0$10,273
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 		Arena ,  Kayla  
Temp Admin
NA		$11,869$0$0$0$11,869
I
Schedule 15
Representational Activities 		7 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		42 % Schedule 19
Administration 		51 %
A
B
C 		Austion ,  Josepha  
PD Instructor
NA		$600$0$0$0$600
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Baker ,  Ronald  
Maintenance
NA		$15,350$0$0$0$15,350
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Bartlett ,  Norman  
UniServ Director
NA		$153,606$0$3,788$1,406$158,800
I
Schedule 15
Representational Activities 		47 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		12 % Schedule 19
Administration 		41 %
A
B
C 		Booth ,  Peter  
PD Instructor
NA		$4,500$0$0$0$4,500
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Bouteiller ,  Kelly  
PD Instructor
NA		$2,400$0$0$0$2,400
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Casey ,  Conor  
Membership Organizer
NA		$37,126$0$5,056$223$42,405
I
Schedule 15
Representational Activities 		4 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		96 %
A
B
C 		Chrisholm ,  Veronica  
PD Instructor
NA		$1,000$0$0$0$1,000
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Clark ,  Olivia  
PD Instructor
NA		$1,000$0$0$0$1,000
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Davison ,  Sharon  
PD Instructor
NA		$300$0$0$0$300
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Detzer ,  Noah  
New Member Organizer
NA		$925$0$128$0$1,053
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 		Dirmaier ,  Suzanne  
UniServ Director
NA		$149,157$0$4,576$4,366$158,099
I
Schedule 15
Representational Activities 		77 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		22 %
A
B
C 		Dowman ,  Cynthia  
PD Instructor
NA		$1,800$0$575$0$2,375
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Emerson ,  Carrie  
Adminstrative Assistant
NA		$46,864$0$653$0$47,517
I
Schedule 15
Representational Activities 		77 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		4 % Schedule 19
Administration 		19 %
A
B
C 		Eskra-St Louis ,  Alexandra  
PD Instructor
NA		$425$0$0$0$425
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Fannon ,  James  
Executive Director
NEA		$0$2,698$10,574$13,272
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		6 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		94 %
A
B
C 		Ferguson ,  Kristie  
Executive Assistance
NA		$75,842$0$776$10,231$86,849
I
Schedule 15
Representational Activities 		6 % Schedule 16
Political Activities and Lobbying 		4 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		11 % Schedule 19
Administration 		79 %
A
B
C 		Froiland ,  Samuel  
UniServ Director
NA		$137,518$0$6,392$10,436$154,346
I
Schedule 15
Representational Activities 		91 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		9 %
A
B
C 		Gardner ,  Carrie  
New Member Organizer
NA		$1,000$0$0$0$1,000
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Graves ,  Mary  
Business Manager
NA		$128,727$0$1,674$30,059$160,460
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Green ,  Erin  
Adminstrative Assistant
NA		$47,947$0$8$0$47,955
I
Schedule 15
Representational Activities 		7 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		42 % Schedule 19
Administration 		51 %
A
B
C 		Griffin ,  Andrea  
PD Instructor
NA		$700$0$0$0$700
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Hage ,  Mark  
Member Benefits
NA		$149,090$0$1,829$650$151,569
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		92 % Schedule 19
Administration 		8 %
A
B
C 		Hamby ,  Geneive  
PD Instructor
NA		$1,800$0$473$0$2,273
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Jarrett ,  Jean  
Membership Coordinator
NA		$58,050$0$17$0$58,067
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Kelly ,  Neil  
New Member Organizer
NA		$1,000$0$0$0$1,000
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Killkelley ,  Debra  
PD Instructor
NA		$4,750$0$0$0$4,750
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 		Lane ,  Brandon  
New Member Organizer
NA		$1,000$0$0$0$1,000
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Leach ,  Sean  
UniServ Director
NA		$149,173$0$5,851$3,361$158,385
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		15 %
A
B
C 		Lewis ,  Laura  
New Member Organizer
NA		$1,000$0$0$0$1,000
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Longchamp ,  Juliette  
Prof Development Dir
NA		$143,318$0$6,901$16,695$166,914
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		84 % Schedule 19
Administration 		16 %
A
B
C 		Mason ,  Amanda  
PD Instructor
NA		$1,800$0$0$0$1,800
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		McBroom ,  Rebecca  
Staff Attorney
NA		$142,467$0$3,070$3,667$149,204
I
Schedule 15
Representational Activities 		24 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		4 % Schedule 19
Administration 		72 %
A
B
C 		McCann ,  Katherine  
PD Instructor
NA		$4,800$0$1,300$0$6,100
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 		McCraw ,  Richard  
PD Instructor
NA		$500$0$0$0$500
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Miller ,  Shannon  
PD Instructor
NA		$4,000$0$0$0$4,000
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Mooney ,  Erin  
PD Instructor
NA		$750$0$0$0$750
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 		Moore ,  Joseph  
UniServ Director
NA		$56,418$0$1,093$109$57,620
I
Schedule 15
Representational Activities 		9 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		91 %
A
B
C 		Morgan-Puglisi ,  Meaghan  
PD Instructor
NA		$2,400$0$0$0$2,400
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 		Morris ,  Lorraine  
PD Instructor
NA		$5,000$0$0$0$5,000
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Norris ,  Timony  
PD Instructor
NA		$2,400$0$0$0$2,400
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 		Olewnik ,  Matthew  
New Member Organizer
NA		$1,000$0$0$0$1,000
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Otero-Weaver ,  Wanda  
General Counsel
NA		$148,237$0$0$1,927$150,164
I
Schedule 15
Representational Activities 		17 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		35 % Schedule 19
Administration 		48 %
A
B
C 		Parker ,  Sheree  
Adminstrative Assistant
NA		$8,507$0$0$0$8,507
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Pioli-Hunt ,  Kevin  
PD Instructor
NA		$150$0$41$0$191
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 		Polk ,  Matthew  
UniServ Director
NA		$114,725$0$7,301$5,267$127,293
I
Schedule 15
Representational Activities 		86 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		4 % Schedule 19
Administration 		10 %
A
B
C 		Psaros ,  Jessica  
New Member Organizer
NA		$1,025$0$0$0$1,025
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 		Raskevitz ,  Robert  
UniServ Director
NA		$149,546$0$4,013$1,856$155,415
I
Schedule 15
Representational Activities 		72 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		7 % Schedule 19
Administration 		21 %
A
B
C 		Robinson ,  Colin  
Political Organizer
NA		$148,974$0$5,945$2,419$157,338
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		72 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		13 % Schedule 19
Administration 		15 %
A
B
C 		Robinson ,  Kelly  
PD Instructor
NA		$2,400$0$1,000$0$3,400
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 		Rock ,  Jordan  
New Member Organizer
NA		$1,000$0$0$0$1,000
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Russo-Savage ,  Stuart  
UniServ Director
NA		$149,194$0$3,269$3,302$155,765
I
Schedule 15
Representational Activities 		81 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		18 %
A
B
C 		Sato ,  Elizabeth  
New Member Organizer
NA		$1,000$0$0$0$1,000
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Settles ,  Jessica  
New Member Organizer
NA		$1,669$0$228$0$1,897
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 		Slesar ,  Laura  
Member Organizer
NA		$14,858$0$38$0$14,896
I
Schedule 15
Representational Activities 		4 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		96 %
A
B
C 		St Raymond ,  Kathryn  
PD Instructor
NA		$575$0$0$0$575
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 		Tierney ,  Jodi  
PD Instructor
NA		$750$0$0$0$750
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 		Tighe ,  Cynthia  
PD Instructor
NA		$1,800$0$442$0$2,242
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Turner ,  Rolanda  
Adminstrative Assistant
NA		$45,578$0$0$0$45,578
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		27 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		35 % Schedule 19
Administration 		38 %
A
B
C 		Vest ,  Terri  
PD Instructor
NA		$150$0$0$0$150
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 		Vielleux ,  Nichole  
New Member Organizer
NA		$1,000$0$0$0$1,000
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Wilkins ,  Breanna  
Adminstrative Assistant
NA		$21,279$0$370$0$21,649
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		27 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		35 % Schedule 19
Administration 		38 %
A
B
C 		Wilson ,  Jessica  
PD Instructor
NA		$150$0$128$0$278
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$0
I Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
Total Employee Disbursements$2,519,032$0$76,043$109,453$2,704,528
Less Deductions     
Net Disbursements    $2,704,528
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 513-365

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 13,353 
Agency Fee Payers*
Total Members/Fee Payers13,353 
*Agency Fee Payers are not considered members of the labor organization.
Active Professional FT8,438Yes
Active Professional PT 26 to 50%202Yes
Active Professional PT 25% or less38Yes
Active ESP Tier 1526Yes
Active ESP Tier II2,900Yes
Active ESP Tier III81Yes
Substitutes6No
Reserve Membership36No
Retired Members1,111No
Staff1No
Student14No
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 513-365

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$1,012,525
2. Named Payer Non-itemized Receipts$89,607
3. All Other Receipts$47,689
4. Total Receipts$1,149,821
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$12,000
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$16,900
6. Total Disbursements$28,900
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$78,958
2. Named Payee Non-itemized Disbursements$170,355
3. To Officers$101,493
4. To Employees$1,010,027
5. All Other Disbursements$113,511
6. Total Disbursements$1,474,344
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$120,317
2. Named Payee Non-itemized Disbursements$164,795
3. To Officers$0
4. To Employees$577,109
5. All Other Disbursements$59,671
6. Total Disbursements$921,892
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$8,000
2. Named Payee Non-itemized Disbursements$52,000
3. To Officers$0
4. To Employees$137,285
5. All Other Disbursements$1,012
6. Total Disbursements$198,297
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$156,560
2. Named Payee Non-itemized Disbursements$9,286
3. To Officers$85,172
4. To Employees$980,108
5. All Other Disbursements$40,104
6. Total Disbursements$1,271,230
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 513-365

Name and Address
(A)
Barre Unified School District

120 Ayers St
Barre
VT
05641
Type or Classification
(B)
Professional Development
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$13,600
Total of All Transactions with this Payee/Payer for This Schedule$13,600
Name and Address
(A)
Burlington School District

150 Colchester Ave
Burlington
VT
05401
Type or Classification
(B)
Professional Development
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,600
Total Non-Itemized Transactions with this Payee/Payer$4,500
Total of All Transactions with this Payee/Payer for This Schedule$11,100
Professional Development Services Provided09/18/2019$6,600
Name and Address
(A)
Caledonia Central Supervisory Union

10 Rte 2 W
Danville
VT
05828
Type or Classification
(B)
Professional Development
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,750
Total of All Transactions with this Payee/Payer for This Schedule$8,750
Name and Address
(A)
Central Vermont Education Association

c/o Treasurer, 20 Deerfield
Montpelier
VT
05602
Type or Classification
(B)
reimbursement
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,538
Total Non-Itemized Transactions with this Payee/Payer$854
Total of All Transactions with this Payee/Payer for This Schedule$8,392
Fact Finding and Mediation Cost Reimb01/14/2020$7,538
Name and Address
(A)
Champlain Valley School District

5420 Shelburne Rd, Ste 300
Shelburne
VT
05482
Type or Classification
(B)
Professional Development
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,425
Total of All Transactions with this Payee/Payer for This Schedule$10,425
Name and Address
(A)
Charlotte Central School

408 Hinesburg Rd
Charlotte
VT
05445
Type or Classification
(B)
Professional Development
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,500
Total of All Transactions with this Payee/Payer for This Schedule$6,500
Name and Address
(A)
NATIONAL EDUCATION ASSOCIATION

1201 16th ST NW
Washington
DC
20036
Type or Classification
(B)
Grants, Subsidies and expense reimbursements
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$801,335
Total Non-Itemized Transactions with this Payee/Payer$2,523
Total of All Transactions with this Payee/Payer for This Schedule$803,858
UniServ Grant09/18/2019$88,655
UniServ Grant12/18/2019$78,804
UniServ Grant03/12/2020$98,505
UniServ Grant06/25/2020$110,068
Small State Subsidy01/28/2020$86,182
Small State Subsidy06/11/2020$86,182
Grant10/31/2019$11,500
Forms cost reimb11/26/2019$7,801
Grant04/27/2020$12,250
Grant06/25/2020$27,325
Grant06/29/2020$25,000
Grant08/18/2020$29,550
Grant08/31/2020$22,875
Legal Reimb09/18/2019$7,954
Legal Reimb10/16/2019$38,518
Legal Reimb12/23/2019$15,765
Legal Reimb01/14/2020$12,884
Legal Reimb02/20/2020$31,126
Legal Reimb03/12/2020$3,997
Legal Reimb04/08/2020$1,724
Legal Reimb07/24/2020$4,670
Name and Address
(A)
NEA Member Benefits

900 Clopper Road, Ste 300
Gaithersburg
MD
20878
Type or Classification
(B)
commission on benefit participation
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$14,305
Total of All Transactions with this Payee/Payer for This Schedule$14,305
Name and Address
(A)
Orange East Supervisory Union

6 Waits River Valley Road
East Corinth
VT
05040
Type or Classification
(B)
Professional Development
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,600
Total of All Transactions with this Payee/Payer for This Schedule$6,600
Name and Address
(A)
Orleans Southwest Supervisory Union

157 Daniels Rd
Hardwick
VT
05843
Type or Classification
(B)
Professional Development
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,550
Total of All Transactions with this Payee/Payer for This Schedule$9,550
Name and Address
(A)
Springfield School District

60 Park St
Springfield
VT
05156
Type or Classification
(B)
Professional Development
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,400
Total of All Transactions with this Payee/Payer for This Schedule$5,400
Name and Address
(A)
VEHI

52 Pike Drive
Berlin
VT
05602
Type or Classification
(B)
Member Health Insurance Management
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$197,052
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$197,052
Management services10/31/2019$47,750
Management Services02/20/2020$47,750
Management Services04/27/2020$47,750
Management Services07/20/2020$47,750
Management Services/Adjustment08/24/2020$6,052
Name and Address
(A)
Windsor Southeast Supervisory Union

105 Main St, Ste 200
Windsor
VT
05089
Type or Classification
(B)
Professional Development
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,600
Total of All Transactions with this Payee/Payer for This Schedule$6,600
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 513-365

Name and Address
(A)
Audrey Edmonds

5905 48th Ave
Riverdale
MD
20737
Type or Classification
(B)
website and communications
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,287
Total of All Transactions with this Payee/Payer for This Schedule$11,287
Name and Address
(A)
Bonnie J McSpiritt

5448 Mammoth Road
Londonderry
NH
03053
Type or Classification
(B)
Mediation/Arbitration/Fact Finding Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,487
Total Non-Itemized Transactions with this Payee/Payer$2,473
Total of All Transactions with this Payee/Payer for This Schedule$7,960
Fact Finding09/06/2019$5,487
Name and Address
(A)
Campaign Communication Solutions Inc

41-750 Rancho Las Palmas Dr
Rancho Mirage
CA
92270
Type or Classification
(B)
robo calls
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,302
Total of All Transactions with this Payee/Payer for This Schedule$12,302
Name and Address
(A)
Castleton Center for Schools

251 South Street
Castleton
VT
05735
Type or Classification
(B)
Class Fees
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,250
Total Non-Itemized Transactions with this Payee/Payer$22,875
Total of All Transactions with this Payee/Payer for This Schedule$31,125
Class Fee10/14/2019$8,250
Name and Address
(A)
First Step Print Shop
PO Box 311

Underhill
VT
05489
Type or Classification
(B)
Printing Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$20,417
Total of All Transactions with this Payee/Payer for This Schedule$20,417
Name and Address
(A)
Gary D Altman

91 Coolidge St
Brookline
MA
02446
Type or Classification
(B)
Mediation/Arbitration/Fact Finding Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,850
Total Non-Itemized Transactions with this Payee/Payer$3,138
Total of All Transactions with this Payee/Payer for This Schedule$15,988
Fact Finding10/25/2019$7,175
Fact Finding11/01/2019$5,675
Name and Address
(A)
GEIGER
PO Box 712144

Cincinnati
OH
45271
Type or Classification
(B)
promotional items
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$29,752
Total of All Transactions with this Payee/Payer for This Schedule$29,752
Name and Address
(A)
Huseby LLC

1230 W Morehead St, Ste 408
Charlotte
NC
28208
Type or Classification
(B)
Arbitration Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,391
Total of All Transactions with this Payee/Payer for This Schedule$8,391
Name and Address
(A)
Ira Lobel

204 Milner Ave
Albany
NY
12208
Type or Classification
(B)
Mediation/Arbitration/Fact Finding Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,561
Total of All Transactions with this Payee/Payer for This Schedule$8,561
Name and Address
(A)
Mark M Grossman

33 Pond Ave, Apt 921
Brookline
MA
02445
Type or Classification
(B)
Mediation/Arbitration/Fact Finding Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,399
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,399
Mediation/Fact Finding Services09/20/2019$6,399
Name and Address
(A)
McCausland Economic Associates LLC

21 Connors Mill Road
Warner
NH
03278
Type or Classification
(B)
Arbitration Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,647
Total Non-Itemized Transactions with this Payee/Payer$927
Total of All Transactions with this Payee/Payer for This Schedule$9,574
Arbitration services for state wide health care pl12/20/2019$8,647
Name and Address
(A)
National Board for Professional Teaching Standards
PO Box 75105

Baltimore
MD
21275
Type or Classification
(B)
Certification Fee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$22,325
Total Non-Itemized Transactions with this Payee/Payer$1,250
Total of All Transactions with this Payee/Payer for This Schedule$23,575
Certification Fees01/31/2020$22,325
Name and Address
(A)
NFI Vermont Inc

30 Airport Road
S Burlington
VT
05403
Type or Classification
(B)
webinars provide for members
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,700
Total of All Transactions with this Payee/Payer for This Schedule$11,700
Name and Address
(A)
Rich Burlington Hotel LLC

1117 Williston Road
South Burlington
VT
05403
Type or Classification
(B)
Meeting Spaces and meeting meals
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$15,689
Total of All Transactions with this Payee/Payer for This Schedule$15,689
Name and Address
(A)
Steven Kappel

1855 North Street
Montpelier
VT
05602
Type or Classification
(B)
Health Care Analysis
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,835
Total of All Transactions with this Payee/Payer for This Schedule$9,835
Name and Address
(A)
Storyvine

3513 Brighton Blvd, Suite 4
Denver
CO
80216
Type or Classification
(B)
advertising
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
Advertising work order10/03/2019$10,000
Name and Address
(A)
The Mailing Center
PO Box 646

Barre
VT
05641
Type or Classification
(B)
member mailings
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,758
Total of All Transactions with this Payee/Payer for This Schedule$11,758
Name and Address
(A)
The New Media Firm

1730 Rhode Island Ave NW
Washington
DC
20036
Type or Classification
(B)
Advertising
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Helpers Campaign04/10/2020$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 513-365

Name and Address
(A)
Mickenberg, Dunn, Lachs & Smith PLC
PO Box 406

Burlington
VT
05402
Type or Classification
(B)
lobbyist group
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,000
Working VT lobbying group03/27/2020$8,000
Name and Address
(A)
Necrason Group

33 Court Street
Montpelier
VT
05602
Type or Classification
(B)
Lobbying
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$52,000
Total of All Transactions with this Payee/Payer for This Schedule$52,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 513-365

Name and Address
(A)
Vermont-NEA Scholars Bowl

68 Maxfield Road
Fairfax
VT
05454
Type or Classification
(B)
contribution
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$12,000
Contribution to Scholars Bowl Event10/25/2019$12,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 513-365

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

Williston
VT
05495
Type or Classification
(B)
trash/recycling service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,185
Total of All Transactions with this Payee/Payer for This Schedule$7,185
Name and Address
(A)
CDW Direct
PO Box 75723

Chicago
IL
60675
Type or Classification
(B)
Computer Equipment and Software
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,219
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$9,219
Microsoft Licensing01/24/2020$9,219
Name and Address
(A)
City of Montpelier

39 Main Street
Montpelier
VT
05602
Type or Classification
(B)
Property Taxes and Water/Sewer Fees
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$18,864
Total of All Transactions with this Payee/Payer for This Schedule$18,864
Name and Address
(A)
Comcast
PO Box 70219

Philadelpia
PA
19176
Type or Classification
(B)
internet/phone service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,974
Total of All Transactions with this Payee/Payer for This Schedule$6,974
Name and Address
(A)
Consolidated Communications
PO Box 5200

White River Jct
VT
05001
Type or Classification
(B)
Telephone
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,866
Total of All Transactions with this Payee/Payer for This Schedule$6,866
Name and Address
(A)
CVENT
PO Box 822699

Philadelphia
PA
19182
Type or Classification
(B)
event planning software
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,755
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$12,755
Annual Renewal Fee05/08/2020$12,755
Name and Address
(A)
DataBasics Inc

12700 Sunrise Valley Dr
Reston
VA
20191
Type or Classification
(B)
time & expense software
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,750
Total of All Transactions with this Payee/Payer for This Schedule$6,750
Name and Address
(A)
Denis Ricker & Brown Inc

2 Pioneer St
Montpelier
VT
05602
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$6,870
Total of All Transactions with this Payee/Payer for This Schedule$6,870
Name and Address
(A)
Formost

19209-A Chennault Way
Gaithersburg
MD
20879
Type or Classification
(B)
Membership Forms Printer
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,062
Total Non-Itemized Transactions with this Payee/Payer$482
Total of All Transactions with this Payee/Payer for This Schedule$13,544
Membership Cards10/11/2019$13,062
Name and Address
(A)
Green Mountain Power
PO Box 1611

Brattleboro
VT
05302
Type or Classification
(B)
electricity
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$13,309
Total of All Transactions with this Payee/Payer for This Schedule$13,309
Name and Address
(A)
GW Savage Corp

16 Gregory Drive
South Burlington
VT
05403
Type or Classification
(B)
Mold Remediation
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$28,620
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$28,620
Mold Remediation deposit06/19/2020$13,110
Mold Remediation07/10/2020$15,510
Name and Address
(A)
K. Bellavance Landworks & Hauling LLC

12 Mill Street
Barre
VT
05641
Type or Classification
(B)
Plowing/Paving
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$17,600
Total Non-Itemized Transactions with this Payee/Payer$16,013
Total of All Transactions with this Payee/Payer for This Schedule$33,613
Driveway Paving09/13/2019$17,600
Name and Address
(A)
Liberty Mutual Insurance
PO Box 2051

Keene
NH
03431
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,430
Total Non-Itemized Transactions with this Payee/Payer$29,302
Total of All Transactions with this Payee/Payer for This Schedule$34,732
Workers Comp Adjustment11/01/2019$5,430
Name and Address
(A)
New England Air Systems
PO Box 525

Williston
VT
05495
Type or Classification
(B)
Heating/Air Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,999
Total Non-Itemized Transactions with this Payee/Payer$6,595
Total of All Transactions with this Payee/Payer for This Schedule$12,594
New HVAC System07/10/2020$5,999
Name and Address
(A)
New England Floor Covering Inc

257 Pine Street
Burlington
VT
05401
Type or Classification
(B)
Carpet Installation
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$17,223
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$17,223
New carpeting after mold remediation07/24/2020$17,223
Name and Address
(A)
NFP
PO Box 626

Waitsfield
VT
05673
Type or Classification
(B)
broker
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,040
Total of All Transactions with this Payee/Payer for This Schedule$5,040
Name and Address
(A)
Pitney Bowes Global Financial Servs LLC
PO Box 371887

Pittsburgh
PA
15250
Type or Classification
(B)
postage meter lease
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,255
Total of All Transactions with this Payee/Payer for This Schedule$5,255
Name and Address
(A)
Symquest Group, Inc
PO Box 2384

South Burlington
VT
05407
Type or Classification
(B)
Copy Machines and Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,409
Total Non-Itemized Transactions with this Payee/Payer$13,676
Total of All Transactions with this Payee/Payer for This Schedule$24,085
New Copier05/08/2020$10,409
Name and Address
(A)
The Mailing Center
PO Box 646

Barre
VT
05641
Type or Classification
(B)
mailing services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,485
Total of All Transactions with this Payee/Payer for This Schedule$6,485
Name and Address
(A)
True Colors Blinds & Design

141 River Street
Montpelier
VT
05602
Type or Classification
(B)
window blinds
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,358
Total of All Transactions with this Payee/Payer for This Schedule$5,358
Name and Address
(A)
WB Mason Co, Inc
PO Box 981101

Boston
MA
02298
Type or Classification
(B)
Office Supplies
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,771
Total of All Transactions with this Payee/Payer for This Schedule$9,771
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 513-365

Name and Address
(A)
Election-America Inc

155 Mineola Blvd Ste 102
Mineola
NY
11501
Type or Classification
(B)
membership election processing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,072
Total Non-Itemized Transactions with this Payee/Payer$906
Total of All Transactions with this Payee/Payer for This Schedule$14,978
Initial processing charge02/21/2020$14,072
Name and Address
(A)
Hooker & Holcombe

1300 Hall Boulevard, Ste 1C
Bloomfield
CT
06002
Type or Classification
(B)
Pension Audit and Review
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$21,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$21,000
Initial audit and tax prep08/28/2020$21,000
Name and Address
(A)
Mudgett, Jennett & Krogh-Wisner
PO Box 937

Montpelier
VT
05602
Type or Classification
(B)
Audit and Financial Statements
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,300
Total Non-Itemized Transactions with this Payee/Payer$2,900
Total of All Transactions with this Payee/Payer for This Schedule$15,200
Audit Review11/27/2019$5,000
Audit Prep and Tax Prep02/21/2020$7,300
Name and Address
(A)
National Education Association

1201 16th ST NW
Washington
DC
20036
Type or Classification
(B)
Executive Director Program
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$109,188
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$109,188
First Install of Exec Director Progrm01/17/2020$50,344
Second Install of Exec Director Progrm04/03/2020$58,844
Name and Address
(A)
The Mailing Center
PO Box 937

Barre
VT
05641
Type or Classification
(B)
mailing services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,480
Total of All Transactions with this Payee/Payer for This Schedule$5,480
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 513-365

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$1,117,184
Health InsuranceBlue Cross Blue Shield of VT$496,627
Dental InsuranceNE Delta Dental$41,278
Long Term Dis, Life and AD&DStandard Insurance Co$48,602
401k PlanCharles Schwab$31,366
401k PlanFidelity$66,508
401k PlanLPL$31,278
401k PlanMainstay$1,228
401k PlanNational Financial Services$73,234
401k PlanNFS Inc$264,507
401k PlanPershing LLC$31,278
401k PlanT Rowe Price$31,278
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 513-365


Question 11(a):

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

Question 12: Mudgett, Jennett & Krogh-Wisner, P.C. 141 Main Street, P.O. Box 937 Montpelier, Vermont 05601-0937 Office Phone (802) 229-9193 Office Fax (802) 223-0424 Remote Office Phone (802) 578-4755

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Schedule 13, Row1::Active Fulltime Professional Teacher

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Schedule 13, Row2::Active professionals that work between 26 and 50 %

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Schedule 13, Row3::Active professional that works 25% or less

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Schedule 13, Row4::This support staff who work the calendar year or over 1700 hours

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Schedule 13, Row5::Active support staff who work between 900 and 1700 hours during the contract year.

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Schedule 13, Row6::Support staff who work less than 900 during the contract period

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Schedule 13, Row7::Substitutes are minimal membership that provide some benefits, but no voting rights.

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Schedule 13, Row8::Reserve members do not have voting rights

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Schedule 13, Row9::Retired Members have limited membership rights, with no voting rights.

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Schedule 13, Row9::Retired members do not have voting rights.

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Schedule 13, Row10::Staff members are allowed for those that want to participant in some of the association benefits. They have not voting rights.

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Schedule 13, Row10::Staff have no voting rights in the association

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Schedule 13, Row11::Student members are those who are still in secondary education, but want to be part of the association. They have not voting rights.

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Schedule 13, Row11::Student members have not voting rights.

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Schedule 13, Row7::Substitutes do not have voting rights

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Schedule 13, Row8::The Reserve Membership is for those individuals who may be party to a grievance, but have lost their active position. They need to maintain a minimum membership to receive services above basic.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)