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
509-841
2.
PERIOD COVERED
From
09/01/2019
Through
08/31/2020
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.)
LOCAL UNION
6. DESIGNATION NBR
7. UNIT NAME (if any)
UNITED FACULTY OF FLORIDA
8. MAILING ADDRESS (Type or print in capital
letters)
First Name
Karen
Last Name
Morian
P.O Box - Building and Room Number
Number and Street
115 N. Calhoun St., Ste. 6
City
TALLAHASSEE
State
FL
ZIP Code + 4
32301
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:
Karen L Morian
PRESIDENT
71. SIGNED:
Jaffar Ali Shahul Hameed
First VP
Date:
Nov 19, 2020
Telephone
Number:
850-224-8220
Date:
Nov 19, 2020
Telephone
Number:
239-301-8672
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21
FILE NUMBER:
509-841
10. During the reporting period did the labor
organization create or participate in the administration of
a trust or a fund or organization, as defined in the
instructions, which provides benefits for members or
beneficiaries?
No
11(a). During the reporting period did the
labor organization have a political action committee (PAC)
fund?
Yes
11(b). During the reporting period did the
labor organization have a subsidiary organization as
defined in Section X of these Instructions?
No
12. During the reporting period did the labor
organization have an audit or review of its books and
records by an outside accountant or by a parent body
auditor/representative?
Yes
13. During the reporting period did the labor
organization discover any loss or shortage of funds or
other assets? (Answer "Yes" even if there has
been repayment or recovery.)
No
14. What is the maximum amount recoverable
under the labor organization's fidelity bond for a
loss caused by any officer, employee or agent of the labor
organization who handled union funds?
$500,000
15. During the reporting period did the labor
organization acquire or dispose of any assets in a manner
other than purchase or sale?
No
16. Were any of the labor organization's
assets pledged as security or encumbered in any way at the
end of the reporting period?
No
17. Did the labor organization have any
contingent liabilities at the end of the reporting period?
No
18. During the reporting period did the labor
organization have any changes in its constitution or
bylaws, other than rates of dues and fees, or in
practices/procedures listed in the instructions?
No
19. What is the date of the labor
organization's next regular election of officers?
03/2021
20. How many members did the labor organization
have at the end of the reporting period?
8,430
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
200
per
year
0
600
(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:
509-841
ASSETS
ASSETS
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash
$1,542,895
$2,029,264
23. Accounts Receivable
1
$154,537
$123,768
24. Loans Receivable
2
$0
25. U.S. Treasury
Securities
$0
$0
26. Investments
5
$0
27. Fixed Assets
6
$5,166
$19,101
28. Other Assets
7
$3,650
$42,427
29.
TOTAL ASSETS
$1,706,248
$2,214,560
LIABILITIES
LIABILITIES
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable
8
$0
$16,207
31. Loans Payable
9
32. Mortgages Payable
$0
$0
33. Other Liabilities
10
$731,773
$137,612
34. TOTAL
LIABILITIES
$731,773
$153,819
35. NET
ASSETS
$974,475
$2,060,741
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B -
RECEIPTS AND DISBURSEMENTS
FILE NUMBER:
509-841
CASH
RECEIPTS
SCH
AMOUNT
36. Dues and Agency Fees
$1,925,819
37. Per Capita Tax
$0
38. Fees, Fines,
Assessments, Work Permits
$0
39. Sale of Supplies
$0
40. Interest
$15,299
41. Dividends
$915
42. Rents
$0
43. Sale of Investments
and Fixed Assets
3
44. Loans Obtained
9
45. Repayments of Loans
Made
2
46. On Behalf of
Affiliates for Transmittal to Them
$0
47. From Members for
Disbursement on Their Behalf
$0
48. Other Receipts
14
$584,099
49. TOTAL RECEIPTS
$2,526,132
CASH DISBURSEMENTS
SCH
AMOUNT
50.
Representational Activities
15
$1,143,383
51.
Political Activities and Lobbying
16
$31,362
52.
Contributions, Gifts, and Grants
17
$15,000
53. General
Overhead
18
$59,849
54. Union
Administration
19
$309,528
55. Benefits
20
$480,635
56. Per
Capita Tax
$0
57. Strike
Benefits
$0
58. Fees,
Fines, Assessments, etc.
$0
59. Supplies
for Resale
$0
60. Purchase
of Investments and Fixed Assets
4
61. Loans
Made
2
62.
Repayment of Loans Obtained
9
63. To
Affiliates of Funds Collected on Their Behalf
$0
64. On
Behalf of Individual Members
$0
65. Direct
Taxes
$0
66. Subtotal
$2,039,757
67.
Withholding Taxes and Payroll Deductions
67a. Total
Withheld
$199,795
67b. Less Total
Disbursed
$199,795
67c.
Total Withheld But Not Disbursed
68.
TOTAL DISBURSEMENTS
$2,039,757
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS
RECEIVABLE AGING SCHEDULE
FILE NUMBER:
509-841
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
$123,768
$0
$0
$0
Totals from all other
accounts receivable
Totals
(Total of Column (B) will be automatically entered in Item
23, Column(B))
$123,768
$0
$0
$0
Accumulated Annual Leave Due From FEA
$11,626
Dues Receivable
$95,747
Miscellaneous Receivables
$16,395
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS
RECEIVABLE
FILE NUMBER:
509-841
List below loans to officers, employees, or members which
at any time during the reporting period exceeded $250 and
list all loans to business enterprises regardless of amount.
(A)
Loans
Outstanding at
Start of Period
(B)
Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1)
Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not
listed above
Total of all lines
above
$0
$0
$0
$0
$0
Totals will be
automatically entered in...
Item 24
Column (A)
Item 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:
509-841
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
(The
total from Net Sales Line will be automatically entered
in Item 43)
Net Sales
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE
OF INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
509-841
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
(The
total from Net Purchases Line will be automatically
entered in Item 60.)
Net Purchases
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 -
INVESTMENTS
FILE NUMBER:
509-841
Description
(A)
Amount
(B)
Marketable Securities
A. Total Cost
B. Total Book Value
C. List each
marketable security which has a book value over $5,000
and exceeds 5% of Line B.
Other Investments
D. Total Cost
E. Total Book Value
F. List each other
investment which has a book value over $5,000 and
exceeds 5% of Line E. Also, list each subsidiary
for which separate reports are attached.
G. Total of Lines B and E
(Total will be automatically entered in Item 26,
Column(B))
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED
ASSETS
FILE NUMBER:
509-841
Description
(A)
Cost or Other Basis
(B)
Total Depreciation or
Amount Expensed
(C)
Book Value
(D)
Value
(E)
A. Land (give
location)
$0
$0
$0
B. Buildings
(give location)
$0
$0
$0
$0
C. Automobiles
and
Other Vehicles
D. Office
Furniture
and Equipment
$4,966
$4,658
$308
$308
E.
Other Fixed Assets
$31,421
$12,628
$18,793
$12,628
F. Totals of Lines A through E
(Column(D) Total will be automatically entered in Item
27, Column(B))
$36,387
$17,286
$19,101
$12,936
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER
ASSETS
FILE NUMBER:
509-841
Description
(A)
Book Value
(B)
Total
(Total will be automatically entered in Item 28, Column(B))
$42,427
Due From FEA - Post Retirement Benefit
$38,555
PESCO Stock
$2,001
Valuation allowance
$1,871
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS
PAYABLE AGING SCHEDULE
FILE NUMBER:
509-841
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
$16,207
$0
$0
$0
Total from all other accounts payable
$0
$0
$0
$0
Totals
(Total for Column(B) will be automatically entered in Item
30, Column(D))
$16,207
$0
$0
$0
Accounts Payables
$16,207
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS
PAYABLE
FILE NUMBER:
509-841
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 44
Item 62
Item 69
with Explanation
Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER
LIABILITIES
FILE NUMBER:
509-841
Description
(A)
Amount at End of Period
(B)
Total Other Liabilities
(Total will be automatically entered in Item 33, Column(D))
$137,612
Payroll Liabilities
$140
Accrued Payroll
$0
Capital Lease Obligation
$19,148
Accrued Postretirement Benefit
$68,321
Accrued Annual Leave
$48,665
Due to FEA - Post Retirement Benefit Transfer
$1,338
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL
OFFICERS AND DISBURSEMENTS TO OFFICERS
FILE NUMBER:
509-841
(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
Morian
,
Karen
President C
$19,643
$5,194
$24,837
I
Schedule 15
Representational Activities
20
%
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
80
%
A
B
C
Shahul-Hameed
,
Jaffar
A First VP thru 8/14/19 C
$0
$1,460
$1,460
I
Schedule 15
Representational Activities
20
%
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
80
%
Total Officer
Disbursements
$19,643
$0
$6,654
$0
$26,297
Less Deductions
Net
Disbursements
$26,297
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 -
DISBURSEMENTS TO EMPLOYEES
FILE NUMBER:
509-841
(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
Ogletree
,
David
M Executive Director None
$138,608
$18,200
$156,808
I
Schedule 15
Representational Activities
50
%
Schedule 16
Political Activities and Lobbying
20
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
30
%
A
B
C
Churchill
,
Candace
Service Unit Director None
$113,537
$9,261
$122,798
I
Schedule 15
Representational Activities
90
%
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
10
%
A
B
C
Picklesimer
,
Graham
Service Unit Director None
$93,537
$6,077
$99,614
I
Schedule 15
Representational Activities
90
%
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
10
%
A
B
C
Byers
,
Lauren
Service Unit Director None
$80,513
$11,216
$91,729
I
Schedule 15
Representational Activities
90
%
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
10
%
A
B
C
McCann
,
Emily
Service Unit Director None
$59,201
$5,616
$64,817
I
Schedule 15
Representational Activities
90
%
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
10
%
A
B
C
Cruz
,
Cristal
Service Unit Director None
$35,259
$35,259
I
Schedule 15
Representational Activities
90
%
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
10
%
A
B
C
Wazlavek
,
Tom
Service Unit Director None
$57,019
$19,857
$76,876
I
Schedule 15
Representational Activities
90
%
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
10
%
A
B
C
Ray
,
Aileen
Secretary None
$44,466
$44,466
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
Ransey
,
Shenel
Secretary None
$6,805
$6,805
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
A
B
C
Tucker
,
Sasha
Secretary None
$26,412
$708
$27,120
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
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
100
%
Total
Employee Disbursements
$655,357
$0
$70,935
$0
$726,292
Less
Deductions
Net Disbursements
$726,292
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 -
MEMBERSHIP STATUS
FILE NUMBER:
509-841
Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members
(Total of all lines above)
8,430
Agency Fee Payers*
Total Members/Fee Payers
8,430
*Agency Fee Payers are
not considered members of the labor organization.
Regular - Active
8,300
Yes
Retired
60
Yes
At Large
70
Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE
- SCHEDULES 14 THROUGH 19
FILE NUMBER:
509-841
SCHEDULE 14 OTHER RECEIPTS
1. Named Payer
Itemized Receipts
$584,099
2. Named Payer
Non-itemized Receipts
$0
3. All Other Receipts
4. Total
Receipts
$584,099
SCHEDULE 17 CONTRIBUTIONS,
GIFTS & GRANTS
1. Named Payee
Itemized Disbursements
$15,000
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$0
4. To Employees
$0
5. All Other
Disbursements
6. Total
Disbursements
$15,000
SCHEDULE 15 REPRESENTATIONAL
ACTIVITIES
1. Named Payee
Itemized Disbursements
$554,352
2. Named Payee
Non-itemized Disbursements
$9,240
3. To Officers
$5,259
4. To Employees
$520,387
5. All Other
Disbursements
$54,145
6. Total
Disbursements
$1,143,383
SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$39,666
3. To Officers
$0
4. To Employees
$0
5. All Other
Disbursements
$20,183
6. Total
Disbursements
$59,849
SCHEDULE 16 POLITICAL
ACTIVITIES AND LOBBYING
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$0
4. To Employees
$31,362
5. All Other
Disbursements
6. Total
Disbursements
$31,362
SCHEDULE 19 UNION
ADMINISTRATION
1. Named Payee
Itemized Disbursements
$109,947
2. Named Payee
Non-itemized Disbursements
$4,000
3. To Officers
$21,038
4. To Employees
$174,543
5. All Other
Disbursements
6. Total
Disbursements
$309,528
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER
RECEIPTS
FILE NUMBER:
509-841
Name and Address
(A)
American Federation of Teachers, AFL-CIO
555 New Jersey Avenue, NW Washington DC 20001
Type or Classification
(B)
National Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$50,000
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$50,000
Membership Growth Campaign
11/18/2019
$50,000
Name and Address
(A)
Florida Education Association
213 S. Adams Street Tallahassee FL 32301
Type or Classification
(B)
State Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$419,099
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$419,099
Local Assistance Grant
11/11/2019
$96,540
Local Assistance Grant
12/20/2019
$96,460
Reimbursement Fellows Worker Grants
02/21/2020
$8,470
Local Assistance Grant
03/30/2020
$97,750
Local Assistance Grant
06/30/2020
$97,810
Membership 365 2019-20
06/18/2020
$9,249
Membership 20-21 Seed Fuding
07/10/2020
$12,820
Name and Address
(A)
National Education Association
1201 16th Street NW Washington DC 20036
Type or Classification
(B)
National Affiliate
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$115,000
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$115,000
Membership Growth Campaign
11/18/2019
$65,000
COVID-19 Support Grant
08/31/2020
$50,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 -
REPRESENTATIONAL ACTIVITIES
FILE NUMBER:
509-841
Name and Address
(A)
Broward Chapter
Ft. Lauderdale FL
Type or Classification
(B)
UFF Chapter
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$17,309
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$17,309
Chapter Rebate
03/09/2020
$17,309
Name and Address
(A)
East Florida State College Chapter
Cocoa FL
Type or Classification
(B)
UFF Chapter
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$8,481
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$8,481
Chapter Rebate
03/09/2020
$8,481
Name and Address
(A)
FAMU
Tallahassee FL
Type or Classification
(B)
UFF Chapter
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$53,226
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$53,226
Chapter Rebate
03/09/2020
$24,975
Chapter Rebate 18-19
08/31/2020
$28,251
Name and Address
(A)
FAU Chapter
Boca Raton FL
Type or Classification
(B)
UFF Chapter
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$33,321
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$33,321
Chapter Rebate
03/09/2020
$33,321
Name and Address
(A)
FIU Chapter
Miami FL
Type or Classification
(B)
UFF Chapter
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$52,916
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$52,916
Chapter Rebate
03/09/2020
$52,916
Name and Address
(A)
Florida Gulf Coast University
Ft. Myers FL
Type or Classification
(B)
UFF Chapter
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$16,398
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$16,398
Chapter Rebate
03/09/2020
$16,398
Name and Address
(A)
Florida SouthWestern State College Chapter
Ft. Myers FL
Type or Classification
(B)
UFF Chapter
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$6,937
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$6,937
Chapter Rebate
03/09/2020
$6,937
Name and Address
(A)
Florida State College of Jacksonville Chapter
Jacksonville FL
Type or Classification
(B)
UFF Chapter
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$15,082
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$15,082
Chapter Rebate
03/09/2020
$15,082
Name and Address
(A)
FSU Chapter
Tallahassee FL
Type or Classification
(B)
UFF Chapter
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$70,950
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$70,950
Chapter Rebate
03/09/2020
$70,950
Name and Address
(A)
FSU GAU Chapter
Tallahassee FL
Type or Classification
(B)
UFF Chapter
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$8,618
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$8,618
Chapter Rebate
06/30/2020
$8,618
Name and Address
(A)
Gail R. Smith P.O. Box 94
Stevenson MD 21153
Type or Classification
(B)
Arbitrator
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$6,221
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$6,221
Arbitration Fee for Saint Leo Univ. Case
05/27/2020
$6,221
Name and Address
(A)
Hillsborough CC Chapter
Tampa FL
Type or Classification
(B)
UFF
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$15,082
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$15,082
Chapter Rebate
03/09/2020
$15,082
Name and Address
(A)
Palm Beach State College Chapter
West Palm Beach FL
Type or Classification
(B)
UFF Chapter
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$13,932
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$13,932
Chapter Rebate
03/09/2020
$13,932
Name and Address
(A)
Pensacola State College Chapter
Pensacola FL
Type or Classification
(B)
UFF Chapter
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$6,037
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$6,037
Chapter Rebate
03/09/2020
$6,037
Name and Address
(A)
Saint Leo Univ. Chapter
Saint Leo FL
Type or Classification
(B)
UFF Chapter
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,780
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$5,780
Chapter Rebate
03/09/2020
$5,780
Name and Address
(A)
Seminole State College Chapter
Lake Mary FL
Type or Classification
(B)
UFF Chapter
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$6,591
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$6,591
Chapter Rebate
03/09/2020
$6,591
Name and Address
(A)
Social Science Research
2018 Scottingham Dr Dublin OH 43016
Type or Classification
(B)
Financial Budget Analyses to Assist Negotiations
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$9,240
Total of All Transactions with this
Payee/Payer for This Schedule
$9,240
Name and Address
(A)
Tallahassee CC Chapter
Tallahassee FL
Type or Classification
(B)
UFF Chapter
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$6,585
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$6,585
Chapter Rebate
03/09/2020
$6,585
Name and Address
(A)
UCF Chapter
Orlando FL
Type or Classification
(B)
UFF Chapter
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$40,543
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$40,543
Chapter Rebate
03/09/2020
$40,543
Name and Address
(A)
UF Chapter
Gainesville FL
Type or Classification
(B)
UFF Chapter
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$56,350
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$56,350
Chapter Rebate
03/09/2020
$56,350
Name and Address
(A)
UF GAU Chapter
Gainesville FL
Type or Classification
(B)
UFF Chapter
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$14,261
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$14,261
Chapter Rebate
03/09/2020
$14,261
Name and Address
(A)
University of West Florida
Pensacola FL
Type or Classification
(B)
UFF Chapter
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$37,726
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$37,726
Chapter Rebate
03/09/2020
$9,594
Dues Reimbursement
10/24/2019
$17,836
2018-19 Rebate Reissue
11/21/2019
$10,296
Name and Address
(A)
UNF Chapter
Jacksonville FL
Type or Classification
(B)
UFF Chapter
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$17,595
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$17,595
Chapter Rebate
05/06/2020
$17,595
Name and Address
(A)
USF Chapter
Tampa FL
Type or Classification
(B)
UFF Chapter
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$44,411
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$44,411
Chapter Rebate
04/16/2020
$44,411
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 -
POLITICAL ACTIVITIES AND LOBBYING
FILE NUMBER
509-841
There was no data
found for this schedule.
SCHEDULE 17 -
CONTRIBUTIONS, GIFTS & GRANTS
FILE NUMBER:
509-841
Name and Address
(A)
First Amendment Foundation
317 E. Park Avenue Tallahassee FL 32301
Type or Classification
(B)
Foundation to Support Free Speech
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$15,000
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$15,000
Contribution to the Foundation
05/13/2020
$15,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL
OVERHEAD
FILE NUMBER:
509-841
Name and Address
(A)
Troon Properties, LLC
Tallahassee FL
Type or Classification
(B)
Office Rent - Landlord
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$39,666
Total of All Transactions with this
Payee/Payer for This Schedule
$39,666
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION
ADMINISTRATION
FILE NUMBER:
509-841
Name and Address
(A)
Calibre CPA Group
7501 Wisconsin Ave Bethesda MD 20814
Type or Classification
(B)
CPA Firm
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$7,715
Total
Non-Itemized Transactions with this Payee/Payer
$4,000
Total of All Transactions with this
Payee/Payer for This Schedule
$11,715
Audit of UFF
07/29/2020
$7,715
Name and Address
(A)
Reham Eltantawy
Jacksonville FL
Type or Classification
(B)
Dues Refund for Overpayment
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$7,412
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$7,412
Dues Refund
12/05/2019
$7,412
Name and Address
(A)
Westshore Grand
4860 W. Kennedy Blvd. Tampa FL 33609
Type or Classification
(B)
Hotel for UFF Senate Meetings
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$94,820
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$94,820
Cost of Rooms, Meeting Space & Meals
10/15/2019
$44,796
Cost of Rooms, Meeting Space & Meals
04/02/2020
$50,024
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 -
BENEFITS
FILE NUMBER:
509-841
Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all
lines above (Total will be automatically entered in Item
55.)
$480,635
Employee Health Insurance Premiums
FEA - Claims Funding Account
$223,731
FEA Flexible Spending Account
FEA - Claims Funding FLEX
$7,883
Workers' Comp
Amtrust, NA, Inc
$848
Employee 401K Accounts
FEA - 401K
$35,544
Workers' Comp
MCIM
$1,659
Life Insurance
NEA - Life
$1,033
Employee Retirement
NEA - Retirement
$204,882
Disability Insurance
Reliance Stanndard
$3,367
Vision Insurance
Superior Vision Benefits
$1,688
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL
INFORMATION SUMMARY
FILE NUMBER:
509-841
Item 71 Title: UFF does not have a Treasurer. The Executive Director, me, is the CEO and staff who manages the fiscal business of the union but was directed to have the officers sign the LM-2. These are the Executive Officers of the union.
Marshall Ogletree
Executive Director
Question 11(a):
Question 11(a): : UFF-PAC
State of Florida Division of Elections
Question 12: CALIBRE CPA GROUP
7501 Wisconsin Avenue
Suite 1200 West
Bethesda, MD 20814
Schedule 1, Row1:
Schedule 1, Row1:
Schedule 1, Row2:
Schedule 1, Row2:
Schedule 1, Row3:
Schedule 1, Row3:
Schedule 8, Row1:
Schedule 8, Row1:
Schedule 13, Row1:
Schedule 13, Row1::Active are in bargaining units and pay full dues.
Schedule 13, Row1:
Schedule 13, Row1::
Schedule 13, Row2:
Schedule 13, Row2:Retired pay $45 flat local dues and also amounts to national affiliates.
Schedule 13, Row2:
Schedule 13, Row2:
Schedule 13, Row3:
Schedule 13, Row3:At large pay pay a set dollar amount of dues and are at colleges and universities without collective bargaining.