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

This report is mandatory under P.L. 86-257, as amended.  Failure to comply may result in criminal prosecution, fines, or civil penalties as provided by 29 U.S.C. 439 or 440.
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.
For Official Use Only
1. FILE NUMBER
512-668
2. PERIOD COVERED
From09/01/2019
Through08/31/2020
3. (a) AMENDED - Is this an amended report:
Yes
(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)
MAINE EDUCATION ASSOCIATION
8. MAILING ADDRESS (Type or print in capital letters)
First Name
TAMMY
 Last Name
SIMPSON
P.O Box - Building and Room Number

Number and Street
35 COMMUNITY DR
City
AUGUSTA
State
ME		 ZIP Code + 4
04330


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:Grace LeavittPRESIDENT71. SIGNED:Robert W WalkerExecutive Director
Date:Nov 23, 2020Telephone Number:207-622-4418Date:Nov 23, 2020Telephone Number:207-622-4418
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 512-668
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?Yes
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?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?$1,400,000
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?Yes
19. What is the date of the labor organization's next regular election of officers?05/2021
20. How many members did the labor organization have at the end of the reporting period?23,592
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Feesvariesperyear8434
(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: 512-668

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $2,038,144$3,119,178
23. Accounts Receivable1$238,821$204,278
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $0$0
26. Investments5$733,033$716,183
27. Fixed Assets6$1,003,045$966,445
28. Other Assets7$140,639$147,850
29. TOTAL ASSETS $4,153,682$5,153,934

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$167,217$136,665
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$569,010$722,188
34. TOTAL LIABILITIES $736,227$858,853
35. NET ASSETS$3,417,455$4,295,081
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 512-668

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $6,907,662
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $14,428
41. Dividends $17,595
42. Rents $0
43. Sale of Investments and Fixed Assets3$18,876
44. Loans Obtained9$0
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $3,425,942
47. From Members for Disbursement on Their Behalf $263
48. Other Receipts14$2,269,870
49. TOTAL RECEIPTS $12,654,636
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$2,698,159
51. Political Activities and Lobbying16$684,753
52. Contributions, Gifts, and Grants17$36,834
53. General Overhead18$1,215,312
54. Union Administration19$755,992
55. Benefits20$2,313,629
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 Assets4$70,389
61. Loans Made2$0
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $3,426,997
64. On Behalf of Individual Members $28,270
65. Direct Taxes $346,013
  
66. Subtotal $11,576,348
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$1,586,788  
  67b. Less Total Disbursed$1,584,042  
  67c. Total Withheld But Not Disbursed $2,746
68. TOTAL DISBURSEMENTS $11,573,602
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 512-668

Entity or Individual Name
(A) 		Total Account Receivable
(B) 		90-180 Days
Past Due
(C) 		180+ Days
Past Due
(D) 		Liquidated Account
Receivable
(E)
Total of all itemized accounts receivable$0$0$0$0
Totals from all other accounts receivable$204,278$0$0$0
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $204,278$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 512-668

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A) 		Loans
Outstanding at
Start of Period
(B) 		Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1) 		Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not listed above$0$0$0$0$0
Total of all lines above$0$0$0$0$0
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 512-668

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$201,891$201,891$187,532$187,532
Stocks$171,557$171,557$168,656$168,656
Vehicles$30,334$30,334$18,876$18,876
Less Reinvestments$168,656
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$18,876
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 512-668

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$239,045$239,045$239,045
Vehicle$30,876$30,876$30,876
Equipment$53,462$53,462$53,462
Stock$154,707$154,707$154,707
 Less Reinvestments$168,656
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$70,389
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 512-668

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost$716,183
B. Total Book Value$716,183
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • 8,522 shares Vanguard short term inv grade bond
$91,293
  • 650 iShares 1-3 yr Treasury Bond
$55,030
  • 1310 iShares S&P Small Cap
$54,834
  • 11,006 Vanguard short term treasury adm
$119,000
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)) $716,183
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 512-668

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      35 Community Drive, Augusta, ME 04330$24,000 $24,000$24,000
Land  2 :      1349 Broadway, Bangor, ME 04401$50,000 $50,000$50,000
Land  3 :      29 Christopher Toppi Drive, S Portland, ME 04106$130,000 $130,000$130,000
B. Buildings (give location)    
Building  1 :      35 Community Drive, Augusta, ME 04330$1,314,061$807,361$506,700$835,800
Building  2 :      1349 Broadway, Bangor, ME 04401$504,356$375,323$129,033$379,800
Building  3 :      29 Christopher Toppi Drive, S Portland, ME 04106$495,661$485,417$10,244$502,600
C. Automobiles and Other Vehicles$30,876$6,015$24,861$24,861
D. Office Furniture and Equipment$1,006,313$914,706$91,607$91,607
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $3,555,267$2,588,822$966,445$2,038,668
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 512-668

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $147,850
Miscellaneous prepaids$20,226
Prepaid taxes$6,047
Prepaid insurance$116,484
Art$5,093
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 512-668

Entity or Individual Name
(A) 		Total Account
Payable
(B) 		90-180 Days
Past Due
(C) 		180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable$0$0$0$0
Total from all other accounts payable$136,665$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $136,665$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 512-668

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: 512-668

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $722,188
Accrued expenses$612,773
Deferred grants revenue$109,415
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 512-668

(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 		LEAVITT ,  GRACE  
PRESIDENT
C		$119,072$3,000$9,680$709$132,461
I
Schedule 15
Representational Activities 		30 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		2 % Schedule 18
General Overhead 		2 % Schedule 19
Administration 		36 %
A
B
C 		HARGROVE ,  JESSE  
VICE PRESIDENT
C		$14,288$1,504$15,792
I
Schedule 15
Representational Activities 		12 % Schedule 16
Political Activities and Lobbying 		12 % Schedule 17
Contributions 		2 % Schedule 18
General Overhead 		Schedule 19
Administration 		74 %
A
B
C 		FRENCH ,  BETH  
TREASURER
C		$7,144$3,270$10,414
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		2 % Schedule 18
General Overhead 		Schedule 19
Administration 		78 %
A
B
C 		BOYD ,  DENNIS  
BOARD MEMBER
C		$3,116$3,116
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 		COLE ,  REBECCA  
BOARD MEMBER
C		$3,255$3,255
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 		COOK ,  MALLORY  
BOARD MEMBER
P		$2,984$2,984
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		COOPER ,  AMANDA  
BOARD MEMBER
P		$3,670$3,670
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 		FRENCH ,  GERRY  
BOARD MEMBER
C		$3,167$3,167
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 		GREENBERG ,  NEIL  
BOARD MEMBER
P		$3,146$3,146
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 		KUECH ,  JANET  
BOARD MEMBER
P		$3,131$3,131
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 		LEDUC ,  LISA  
BOARD MEMBER
C		$3,748$3,748
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 		LONGLEY ,  DONNA  
BOARD MEMBER
C		$3,233$3,233
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 		MCAVOY ,  CEDENA  
BOARD MEMBER
C		$3,759$3,759
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 		MCCULLY ,  ROBERT  
BOARD MEMBER
P		$2,991$2,991
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 		MITCHELL ,  NANCY  
BOARD MEMBER
C		$2,839$2,839
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		MURPHY ,  JANICE  
BOARD MEMBER
C		$2,931$2,931
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 		O'BRIEN- BROWN ,  AMY  
BOARD MEMBER
C		$3,143$3,143
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 		POLK- HOFFSES ,  SUZEN  
BOARD MEMBER
C		$3,596$3,596
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 		WILLIAMS ,  KENNETH  
BOARD MEMBER
C		$2,939$2,939
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 		ZABIEREK ,  ROBERT  
BOARD MEMBER
C		$4,257$4,257
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 		MOORE ,  THOMAS  
BOARD MEMBER
P		$1,454$1,454
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
Total Officer Disbursements$140,504$3,000$71,813$709$216,026
Less Deductions     
Net Disbursements    $216,026
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 512-668

(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 ,  DANIEL  
TPD DIRECTOR
n/a		$115,339$5,674$79$121,092
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		10 %
A
B
C 		BECHARD ,  GIOVANNA  
COMMUNICATIONS DIRECTOR
n/a		$108,181$2,080$79$110,340
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		50 % Schedule 19
Administration 		50 %
A
B
C 		BERRY ,  SHAWN  
COMMUNICATIONS ASSISTANT
n/a		$47,753$2,440$81$50,274
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		50 % Schedule 19
Administration 		50 %
A
B
C 		BETIT ,  CHARLES  
DIRECTOR OF CB & RESEARCH
n/a		$122,998$10,736$81$133,815
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		BEVERAGE ,  JUDITH  
UNISERV DIRECTOR
n/a		$124,498$1,318$81$125,897
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		BRACCIODIETA ,  JOHN  
UNISERV DIRECTOR
n/a		$123,498$6,708$52$130,258
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		BRAILEY ,  SEAN  
UNISERV DIRECTOR
n/a		$90,283$8,571$98,854
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		CHAI ,  JENNIFER  
UNISERV ASSISTANT
n/a		$46,164$70$46,234
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		COLLINS ,  LISA  
UNISERV ASSISTANT
n/a		$21,154$363$81$21,598
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		CRAIG ,  PAMELA  
UNISERV ASSISTANT
n/a		$11,996$370$12,366
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		DONAGHUE ,  MARGARET  
LEGAL ASSISTANT
n/a		$45,947$129$3,755$49,831
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		DZIALO ,  KRYSTYNA  
DEPUTY EXECUTIVE DIRECTOR
n/a		$137,071$8,126$145,197
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		Schedule 18
General Overhead 		75 % Schedule 19
Administration 		10 %
A
B
C 		FERNALD ,  REBECCA  
UNISERV DIRECTOR
n/a		$124,499$5,808$79$130,386
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		FICKETT ,  AMANDA  
UNISERV DIRECTOR
n/a		$90,283$9,770$100,053
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		GILBERT ,  DEBRA  
TPD & CB ASSISTANT
n/a		$46,362$126$46,488
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		GORDON ,  TERESA  
ADMINISTRATIVE ASSISTANT
n/a		$78,886$3,158$82,044
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 		GRENIER ,  JESSICA  
UNISERV ASSISTANT
n/a		$46,618$805$79$47,502
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		HANNAFORD ,  GREGORY  
UNISERV DIRECTOR
n/a		$123,998$1,491$125,489
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		HENDRICKS ,  ELLEN  
BUSINESS & FINANCE
n/a		$62,838$81$62,919
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		HOGAN ,  CATHERINE  
UNISERV ASSISTANT
n/a		$53,430$585$81$54,096
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		HUNTER ,  PHYLLIS  
UNISERV DIRECTOR
n/a		$86,704$8,933$79$95,716
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		KOSINSKI ,  JOHN  
GOV'T RELATIONS DIRECTOR
n/a		$122,999$1,829$124,828
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		100 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		LIBBY ,  LEE  
UNISERV DIRECTOR
n/a		$108,181$5,148$79$113,408
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		MAHONEY ,  ROSEMARY  
UNISERV DIRECTOR
n/a		$115,840$6,839$160$122,839
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		MASON ,  ANDREW  
LEGAL COUNSEL
n/a		$124,500$8,404$776$133,680
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		METZGER ,  JUDITH  
BUSINESS AND FINANCE
n/a		$50,294$1,057$79$51,430
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		MORIN ,  JOAN  
UNISERV DIRECTOR
n/a		$123,999$4,784$128,783
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		NICHOLS ,  SARAH  
UNISERV ASSISTANT
n/a		$44,530$311$44,841
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		NOYES ,  ERIN  
ADMINISTRATIVE ASSISTANT
n/a		$75,829$3,634$160$79,623
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 		O'LEARY ,  MISTY  
UNISERV DIRECTOR
n/a		$104,601$10,986$81$115,668
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		OLSON ,  ROBERT  
UNISERV DIRECTOR
n/a		$101,022$5,985$107,007
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		PULLEN ,  LEE  
TECHNICAL COORIDINATOR
n/a		$123,999$3,279$81$127,359
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		SIMPSON ,  TAMMY  
BUSINESS MANAGER
n/a		$129,000$1,773$130,773
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		89 % Schedule 19
Administration 		5 %
A
B
C 		STURGEON ,  JO-LYNN  
UNISERV ASSISTANT
n/a		$58,241$58$81$58,380
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		VENDI ,  JENNA  
GR ASSISTANT
n/a		$54,333$403$54,736
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		20 % Schedule 17
Contributions 		Schedule 18
General Overhead 		25 % Schedule 19
Administration 		35 %
A
B
C 		VOELKER ,  PAULA  
EXECUTIVE DIRECTOR
n/a		$166,235$6,835$173,070
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		Schedule 18
General Overhead 		75 % Schedule 19
Administration 		10 %
A
B
C 		VON GLINSKY ,  STEPHANIE  
UNISERV DIRECTOR
n/a		$104,601$9,141$103$113,845
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		WALKER ,  ROBERT  
INTERIM EXEC DIRECTOR
n/a		$14,674$570$15,244
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		Schedule 18
General Overhead 		75 % Schedule 19
Administration 		10 %
A
B
C 		WALSHE ,  AYMIE  
UNISERV DIRECTOR
n/a		$118,919$3,924$79$122,922
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		WILLEY ,  LOUELLA  
UNISERV DIRECTOR
n/a		$98,865$5,606$79$104,550
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		BRITTING ,  JENNIFER  
UNISERV ASSISTANT
n/a		$48,257$994$52$49,303
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		POIRIER ,  GAIL  
UNISERV ASSISTANT
n/a		$62,838$79$62,917
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$1,664$1,664
I Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
Total Employee Disbursements$3,661,921$570$158,251$6,577$3,827,319
Less Deductions     
Net Disbursements    $3,827,319
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 512-668

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 23,592 
Agency Fee Payers*
Total Members/Fee Payers23,592 
*Agency Fee Payers are not considered members of the labor organization.
Active full time members13,119Yes
Active part time312Yes
Active ESP full time members4,419Yes
Active ESP part time members307Yes
Reserve members28No
Student members61Yes
Past presidents8Yes
Staff members1No
Retired members5,309Yes
Active Quarter time members10Yes
Active ESP Quarter time members18Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 512-668

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$2,133,174
2. Named Payer Non-itemized Receipts$65,161
3. All Other Receipts$71,535
4. Total Receipts$2,269,870
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$28,715
2. Named Payee Non-itemized Disbursements$1,500
3. To Officers$3,173
4. To Employees$0
5. All Other Disbursements$3,446
6. Total Disbursements$36,834
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$245,111
2. Named Payee Non-itemized Disbursements$124,146
3. To Officers$42,674
4. To Employees$2,181,358
5. All Other Disbursements$104,870
6. Total Disbursements$2,698,159
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$132,298
2. Named Payee Non-itemized Disbursements$250,299
3. To Officers$2,649
4. To Employees$702,221
5. All Other Disbursements$127,845
6. Total Disbursements$1,215,312
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$125,000
2. Named Payee Non-itemized Disbursements$0
3. To Officers$42,674
4. To Employees$514,866
5. All Other Disbursements$2,213
6. Total Disbursements$684,753
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$135,638
2. Named Payee Non-itemized Disbursements$7,330
3. To Officers$124,854
4. To Employees$428,874
5. All Other Disbursements$59,296
6. Total Disbursements$755,992
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 512-668

Name and Address
(A)




-1
Type or Classification
(B)
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$0
Name and Address
(A)
CIGNA

900 Cottage Grove Road
Bloomfield
CT
06002
Type or Classification
(B)
Endorsed member benefits provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$35,571
Total Non-Itemized Transactions with this Payee/Payer$24,047
Total of All Transactions with this Payee/Payer for This Schedule$59,618
Commission02/28/2020$5,097
Commission05/31/2020$5,092
Commission06/30/2020$5,088
Commission07/31/2020$5,087
Commission07/31/2020$5,071
Commission08/31/2020$5,030
Commission04/30/2020$5,106
Name and Address
(A)
Horace Mann Insurance

1 Horace Mann
Springfield
IL
62715
Type or Classification
(B)
Endorsed member benefits provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$31,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$31,500
Commission04/30/2020$10,500
Commission02/19/2020$10,500
Commission11/22/2019$10,500
Name and Address
(A)
Liberty Mutual
PO Box 1525

Dover
NH
03821
Type or Classification
(B)
Endorsed member benefits provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,225
Total of All Transactions with this Payee/Payer for This Schedule$10,225
Name and Address
(A)
MEA Benefits Trust

35 Community Drive
Augusta
NY
04330
Type or Classification
(B)
VEBA trust for health insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$864,999
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$864,999
Management fee09/03/2019$72,083
Management fee10/31/2019$72,083
Management fee11/30/2019$72,083
Management fee12/31/2019$72,083
Management fee01/31/2020$72,083
Management fee02/28/2020$72,083
Management fee03/31/2020$72,083
Management fee04/30/2020$72,083
Management fee05/31/2020$72,083
Management fee06/30/2020$72,084
Management fee07/31/2020$72,084
Management fee08/31/2020$72,084
Name and Address
(A)
MEMIC

261 Commercial Street
Portland
ME
04104
Type or Classification
(B)
Workers Comp provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,478
Total of All Transactions with this Payee/Payer for This Schedule$7,478
Name and Address
(A)
National Education Association

1201 16th Street
Washington
DC
Type or Classification
(B)
National affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$789,869
Total Non-Itemized Transactions with this Payee/Payer$23,411
Total of All Transactions with this Payee/Payer for This Schedule$813,280
NEI Institute09/18/2019$6,359
New Ed Young Professional Grant08/19/2020$25,600
Read Across America Grant02/13/2020$20,000
NEA ULSP09/13/2019$5,870
NEA ULSP10/11/2019$6,484
NEA ULSP03/10/2020$7,713
NEA ULSP04/08/2020$6,141
NEA ULSP07/14/2020$59,035
NEA ULSP08/12/2020$15,635
NEA Uniserv Grant09/16/2019$147,758
NEA Uniserv Grant06/17/2020$166,508
NEA Uniserv Grant12/17/2019$147,758
NEA Uniserv Grant03/10/2020$147,758
NEA YPR Grant02/11/2020$27,250
Name and Address
(A)
NEA Member Benefits

900 Clopper Road
Gaithersburg
MD
20878
Type or Classification
(B)
member benefits- national affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$23,529
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$23,529
3rd quarter state share07/29/2020$5,901
1st quarter state share 01/31/2020$6,066
2nd quarter state share05/06/2020$5,451
4th quarter state share10/31/2019$6,111
Name and Address
(A)
Northeast Delta Dental
PO Box 9566

Manchester
NH
03108
Type or Classification
(B)
Endorsed member benefits provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$180,359
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$180,359
Commission12/31/2019$15,285
Commission01/31/2020$15,301
Commission02/28/2020$15,199
Commission03/31/2020$15,203
Commission05/31/2020$15,111
Commission06/30/2020$15,082
Commission07/31/2020$15,053
Commission08/31/2020$15,053
Commission04/30/2020$15,209
Commission09/30/2019$13,847
Commission10/31/2019$14,572
Commission11/30/2019$15,444
Name and Address
(A)
US Treasury
PO Box 37008

Hartford
CT
06176
Type or Classification
(B)
IRS
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$207,347
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$207,347
Social Security Tax Rebate08/31/2020$207,347
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 512-668

Name and Address
(A)
Best Western Waterville

375 Main Street
Waterville
ME
04901
Type or Classification
(B)
Conference/meeting venue
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,831
Total of All Transactions with this Payee/Payer for This Schedule$6,831
Name and Address
(A)
Bureau of National Affairs
PO Box 419889

Boston
MA
02241
Type or Classification
(B)
Law user license/publications
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,565
Total of All Transactions with this Payee/Payer for This Schedule$7,565
Name and Address
(A)
Cloutier, Conley & Duffett

465 Congress Street
Portland
ME
04101
Type or Classification
(B)
Legal counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$73,862
Total Non-Itemized Transactions with this Payee/Payer$18,178
Total of All Transactions with this Payee/Payer for This Schedule$92,040
Legal representation for members09/04/2019$7,043
Legal representation for members10/09/2019$5,007
Legal representation for members11/14/2019$5,010
Legal representation for members02/26/2020$5,959
Legal representation for members03/18/2020$10,213
Legal representation for members04/29/2020$11,233
Legal representation for members06/17/2020$9,008
Legal representation for members07/15/2020$5,359
Legal representation for members08/05/2020$15,030
Name and Address
(A)
David Simonds ESQ

18 Columbia Street
Bangor
ME
04401
Type or Classification
(B)
Legal counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,239
Total Non-Itemized Transactions with this Payee/Payer$4,903
Total of All Transactions with this Payee/Payer for This Schedule$11,142
Legal representation for members09/18/2019$6,239
Name and Address
(A)
Ethos Marketing

17 Ash Street
Westbrook
ME
04092
Type or Classification
(B)
Advertising
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,300
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$9,300
Advertising10/02/2019$9,300
Name and Address
(A)
Gilbert & Greif PA

82 Columbia Street
Bangor
ME
04402
Type or Classification
(B)
Legal counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,102
Total Non-Itemized Transactions with this Payee/Payer$2,497
Total of All Transactions with this Payee/Payer for This Schedule$7,599
Legal representation for members04/22/2020$5,102
Name and Address
(A)
Grossman Marketing Group

30 Cobble Hill Road
Somerville
MA
02143
Type or Classification
(B)
marketing for members
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,987
Total of All Transactions with this Payee/Payer for This Schedule$6,987
Name and Address
(A)
Johnson , Webbert & Young

160 Capitol Street
Augusta
ME
04330
Type or Classification
(B)
Legal counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$95,296
Total Non-Itemized Transactions with this Payee/Payer$28,541
Total of All Transactions with this Payee/Payer for This Schedule$123,837
Legal representation for members02/26/2020$32,487
Legal representation for members04/01/2020$43,127
Legal representation for members05/06/2020$6,354
Legal representation for members07/29/2020$13,328
Name and Address
(A)
Law Office of Roberta de Araujo

77 Mackworth Street
Portland
ME
04103
Type or Classification
(B)
Legal counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,848
Total Non-Itemized Transactions with this Payee/Payer$11,242
Total of All Transactions with this Payee/Payer for This Schedule$17,090
Legal representation for members03/18/2020$5,848
Name and Address
(A)
Lincoln Park Strategies

61 Pennsylvania Ave
Washington
DC
20003
Type or Classification
(B)
Surveyors
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
Member survey05/20/2020$8,000
Name and Address
(A)
Maine Public

1450 Lisbon Street
Lewiston
ME
04240
Type or Classification
(B)
Public radio and television
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,500
Total Non-Itemized Transactions with this Payee/Payer$14,900
Total of All Transactions with this Payee/Payer for This Schedule$27,400
Advertising04/15/2020$6,250
Advertising06/24/2020$6,250
Name and Address
(A)
Troubh, Heisler
Po Box 9711

Portland
ME
04401
Type or Classification
(B)
Legal counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$23,255
Total Non-Itemized Transactions with this Payee/Payer$22,502
Total of All Transactions with this Payee/Payer for This Schedule$45,757
Legal representation for members12/18/2019$6,953
Legal representation for members02/19/2020$6,458
Legal representation for members03/11/2020$9,844
Name and Address
(A)
Vont LLC

17 Ash Street
Westbrook
ME
04092
Type or Classification
(B)
Advertising
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,709
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,709
Advertising09/12/2019$5,709
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 512-668

Name and Address
(A)
Citizens Who Support Maines Public School

35 Community Dr
Augusta
ME
04330
Type or Classification
(B)
PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$120,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$120,000
Donation08/19/2020$120,000
Name and Address
(A)
Maine Votes

565 Congress Street
Portland
ME
04101
Type or Classification
(B)
PAC
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
Annual dues02/19/2020$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 512-668

Name and Address
(A)
MEA Retired

26 Elizabeth Ave
Caribou
ME
04736
Type or Classification
(B)
MEA affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,000
Total Non-Itemized Transactions with this Payee/Payer$1,500
Total of All Transactions with this Payee/Payer for This Schedule$16,500
Clarion grant 09/04/2019$15,000
Name and Address
(A)
Scholastic Book Fairs

33 Spring Hill Road
Saco
ME
04072
Type or Classification
(B)
Books
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,715
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$13,715
Books for students02/26/2020$13,715
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 512-668

Name and Address
(A)
Augusta Fuel Company
Po Box 226

Augusta
ME
04330
Type or Classification
(B)
Oil for heat
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,811
Total Non-Itemized Transactions with this Payee/Payer$1,678
Total of All Transactions with this Payee/Payer for This Schedule$12,489
Oil delivery09/11/2019$10,811
Name and Address
(A)
Baileys Lawn Care

839 Fuller Road
Carmel
ME
04419
Type or Classification
(B)
Groundskeeping
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,845
Total of All Transactions with this Payee/Payer for This Schedule$7,845
Name and Address
(A)
Berry Dunn
PO Box 1100

Portland
ME
04104
Type or Classification
(B)
CPA firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,675
Total Non-Itemized Transactions with this Payee/Payer$10,931
Total of All Transactions with this Payee/Payer for This Schedule$25,606
Audit fees11/16/2019$6,839
Audit fees12/04/2019$7,836
Name and Address
(A)
Bob Chapman and Sons

30 Lucky Landings Road
Glenburn
ME
04401
Type or Classification
(B)
Office cleaning
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,540
Total of All Transactions with this Payee/Payer for This Schedule$7,540
Name and Address
(A)
Bredhoff & Kaiser

805 5th Street NW
Washington
DC
Type or Classification
(B)
Generla counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,246
Total Non-Itemized Transactions with this Payee/Payer$1,620
Total of All Transactions with this Payee/Payer for This Schedule$9,866
Legal fees03/04/2020$8,246
Name and Address
(A)
CDW Direct
Po Box 75723

Chicago
IL
60675
Type or Classification
(B)
Computer software
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$19,334
Total Non-Itemized Transactions with this Payee/Payer$324
Total of All Transactions with this Payee/Payer for This Schedule$19,658
Computer licensing02/12/2020$19,334
Name and Address
(A)
Central Maine Power
PO Box 847810

Boston
MA
02284
Type or Classification
(B)
Utility
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$18,529
Total of All Transactions with this Payee/Payer for This Schedule$18,529
Name and Address
(A)
Corner Pocket Properties LLC
Po Box 1025

Auburn
ME
04221
Type or Classification
(B)
Lessor- Auburn office space
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$22,164
Total of All Transactions with this Payee/Payer for This Schedule$22,164
Name and Address
(A)
DLS Cleaning
PO Box 129

Topsham
ME
04086
Type or Classification
(B)
Office cleaning
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,286
Total of All Transactions with this Payee/Payer for This Schedule$12,286
Name and Address
(A)
EMERA Maine
PO Box 11001

Lewiston
ME
04243
Type or Classification
(B)
Utility
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,295
Total of All Transactions with this Payee/Payer for This Schedule$11,295
Name and Address
(A)
Flaggship Landscaping
PO Box 785

Gorham
ME
04038
Type or Classification
(B)
Groundskeeping
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,540
Total of All Transactions with this Payee/Payer for This Schedule$9,540
Name and Address
(A)
GovConnection
Po Box 382810

Pittsburgh
PA
15250
Type or Classification
(B)
Computer supplies
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$13,584
Total of All Transactions with this Payee/Payer for This Schedule$13,584
Name and Address
(A)
Group Dynamic INC

411 US Route 1
Falmouth
ME
04105
Type or Classification
(B)
Medical reimbursement plan
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,057
Total of All Transactions with this Payee/Payer for This Schedule$6,057
Name and Address
(A)
Honeywell

12490 Collections Center
Chicago
IL
60693
Type or Classification
(B)
HVAC services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$40,228
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$40,228
HVAC maintenance contract09/11/2019$9,800
HVAC maintenance contract06/24/2020$30,428
Name and Address
(A)
JD Groundscapes
PO Box 2051

Augusta
ME
04330
Type or Classification
(B)
Groundskeeping
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,641
Total of All Transactions with this Payee/Payer for This Schedule$12,641
Name and Address
(A)
Old Port Advisors

130 Middle Street
Portland
ME
04101
Type or Classification
(B)
Investment advisors
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,847
Total of All Transactions with this Payee/Payer for This Schedule$7,847
Name and Address
(A)
OTT Communications
PO Box 11004

Lewiston
ME
Type or Classification
(B)
Telephone service provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$31,680
Total of All Transactions with this Payee/Payer for This Schedule$31,680
Name and Address
(A)
Patriot Insurance

One Mutual Avenue
Frankenmuth
MI
48787
Type or Classification
(B)
Insurance provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$22,332
Total Non-Itemized Transactions with this Payee/Payer$145
Total of All Transactions with this Payee/Payer for This Schedule$22,477
Policy premium08/26/2020$11,450
Policy premium09/18/2019$10,882
Name and Address
(A)
Philadephia Insurance Company
PO Box 70251

Philadelphia
PA
Type or Classification
(B)
Insurance provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,906
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,906
Policy premium08/19/2020$5,906
Name and Address
(A)
Pitney Bowes
PO Box 371887

Pittsburgh
PA
15250
Type or Classification
(B)
Postal services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,458
Total of All Transactions with this Payee/Payer for This Schedule$11,458
Name and Address
(A)
Reserve Account
Po Box 223648

Pittsburgh
PA
15250
Type or Classification
(B)
Postage
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$13,600
Total of All Transactions with this Payee/Payer for This Schedule$13,600
Name and Address
(A)
Solarwinds MSP UK Limited
PO Box 28720

New York
NY
Type or Classification
(B)
Software company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,487
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,487
Anti mal-ware04/15/2020$5,487
Name and Address
(A)
Staples
PO Box 9001036

Louisville
KY
40290
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$8,357
Total of All Transactions with this Payee/Payer for This Schedule$8,357
Name and Address
(A)
Systems Engineering

120 Exchange Street
Portland
ME
04101
Type or Classification
(B)
Computer licensing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,279
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,279
Computer licensing12/11/2019$5,279
Name and Address
(A)
Time Warner Cable
Po Box 11826

Newark
NJ
07010
Type or Classification
(B)
Internet provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,748
Total of All Transactions with this Payee/Payer for This Schedule$6,748
Name and Address
(A)
Transco

101 Perimeter Road
Nashua
NH
03063
Type or Classification
(B)
Office equipment
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$20,228
Total of All Transactions with this Payee/Payer for This Schedule$20,228
Name and Address
(A)
Verizon
PO Box 15062

Albany
NY
12211
Type or Classification
(B)
Cell phone provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,002
Total of All Transactions with this Payee/Payer for This Schedule$7,002
Name and Address
(A)
Willey Rentals

33 Lyndon Street
Caribou
ME
04736
Type or Classification
(B)
Lessor for Caribou office
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,200
Total of All Transactions with this Payee/Payer for This Schedule$7,200
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 512-668

Name and Address
(A)
Albison's Printing

124 Riverside Dr
Augusta
ME
04330
Type or Classification
(B)
Printers
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$60,955
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$60,955
Maine Educator09/04/2019$12,039
Maine Educator10/30/2019$12,190
Maine Educator12/18/2019$12,102
Maine Educator02/12/2020$12,294
Maine Educator06/24/2020$12,330
Name and Address
(A)
American Roots Wear
90 Bridge Street Ste 401

Westbrook
ME
04092
Type or Classification
(B)
Clothing manufacturer
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,739
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,739
Face masks for members06/03/2020$7,739
Name and Address
(A)
Formost Graphic Communication

19209-A Chennault Way
Gaithersburg
MD
20879
Type or Classification
(B)
Printers
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,168
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,168
Membership forms08/19/2020$5,168
Name and Address
(A)
Microsearch Corporation

999 Broadway
Saugus
MA
01906
Type or Classification
(B)
Data management
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,675
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$9,675
Data maintenance contract05/20/2020$9,675
Name and Address
(A)
National Education Association

1201 16th Street NW Ste 710
Washington
DC
20036
Type or Classification
(B)
National affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,330
Total of All Transactions with this Payee/Payer for This Schedule$5,330
Name and Address
(A)
Point Lookout Resort

67 Atlantic Highway
Northport
ME
04849
Type or Classification
(B)
Conference venue
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$19,688
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$19,688
MEA Board retreat 201909/04/2019$19,688
Name and Address
(A)
Poland Spring Resort

640 Maine Street
Poland
ME
04274
Type or Classification
(B)
Conference venue
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,046
Total Non-Itemized Transactions with this Payee/Payer$2,000
Total of All Transactions with this Payee/Payer for This Schedule$8,046
MEA Board retreat 202008/05/2020$6,046
Name and Address
(A)
Whitehall Hotel

1700 Smith Street
Houston
TX
77002
Type or Classification
(B)
Conference venue
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$26,367
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$26,367
NEA RA 09/04/2019$26,367
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 512-668

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$2,313,629
EAP programAffiliated Healthcare Management$1,883
Health insuranceAnthem BC Bs$919,408
Long term disability and ADDHorace Mann Insurance$42,673
Medical reimbursement planHR Support$7,060
Retirement contributionJohn Hancock$21,677
Retirement contributionMaine Public Employees Retirement$23,817
Retiree health supplementMEASO Retiree Health Insurance Trust$18,340
Workers comp insuranceMEMIC$14,601
Medical reimbursement planNavia Benefit Solutions$12,535
Retirement contributionNEA Employee Retirement Fund$1,125,521
Dental insuranceNortheast Delta Dental$64,326
Retirement contributionSchwab$14,759
Health insuranceTreasurer, State of Maine$3,153
Medical reimbursement planGroup Dynamic$43,876
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 512-668
Item 71 Title: Item 1: #71 Our treasurer is a full time teacher and can not sign the form in a timely manner. The Executive Director signs it every year.

Question 10: 1- MEA Benefits Trust, EIN 01-0479776, 35 Community Dr., Augusta, ME 04330 is a 501(c)9 VEBA that owns the health insurance plan under which most educators in Maine are covered. The MEA appoints the trustees. The trust files a 5500 report annually with the Employee Benefits Security Administration and a form 990 with the IRS. No contribution was made by the MEA to operation of this trust. 2- Clyde Russell Scholarship Fund, EIN 22-2535972, PO Box 2457, Augusta, ME 04338 is a 501(c)3 public charity that grants scholarships to citizens of Maine. MEA appoints the trustees. The fund files a form 990 with the IRS. No contributions are made by the MEA to the operation of this fund.

Question 11(a):

Question 11(a): : : : : MEA Fund in Support of Public Education, 35 Community Dr, Augusta, ME 04330 is a separate, segregated PAC fund which receives, controls, and disburses voluntary contributions from members to state and local level pro-education candidates and is governed by all the Board of Director Members, who are elected by the general membership. No contribution is made by the MEA to operate this committee, although member contributions made in conjunction with the payroll deduction of dues are passed through to this committee by the MEA. The committee files electronic Campaign and Finance reports at least quarterly and more frequently during election cycles with the State of Maine Commission on Governmental Ethics and Election Practices under PAC 527.

Question 12: The annual audit is performed by Berry Dunn Inc, 100 Middle St, PO Box 1100, Portland, ME 04104

Question 18: Changes to the Constitution and Bylaws are adopted at the annual meeting of the MEA Representative Assembly held each year in May. An electronic copy of the most recent iteration of these documents is attached

Statement A,

Accounts Receivable Begin Total: This is the ending balance for the previous year.

Schedule 13, Row3:

Schedule 13, Row3::::::::

Schedule 13, Row4:

Schedule 13, Row4::::::::Active ESP part time members are support level educational employees who work 25 hours or less a week and pay half ESP full time dues.

Schedule 13, Row4:

Schedule 13, Row4::::::::

Schedule 13, Row1:

Schedule 13, Row1::::::::Active full time members are professional level educational employees and pay full dues.

Schedule 13, Row1:

Schedule 13, Row1::::::::

Schedule 13, Row2:

Schedule 13, Row2::::::::Active part time members are professional level educational employees who are employed 50% or less than a regular schedule and pay half active full time dues.

Schedule 13, Row2:

Schedule 13, Row2::::::::

Schedule 13, Row3:

Schedule 13, Row3::::::::Active ESP full time members are support level educational employees and pay half active full time dues.

Schedule 13, Row5:

Schedule 13, Row5::::::::Reserve members are active professional or ESP members either on leave for 6 months or are no longer employed in a position that qualifies them for either type of active membership. Reserve members pay 25% of active full time dues. Reserve members do not have the right to vote or hold office.

Schedule 13, Row5:

Schedule 13, Row5::::::::Reserve are not permitted to vote.

Schedule 13, Row6:

Schedule 13, Row6::::::::Student members are individuals who have never been employed in education and are enrolled in or preparing for a program of studying in an accredited institution of higher learning that qualifies them for a career in education. Student members pay $8 annually.

Schedule 13, Row6:

Schedule 13, Row6::::::::

Schedule 13, Row7:

Schedule 13, Row7::::::::Past presidents are former MEA presidents who enjoy all the rights and privileges of active of active members but do not pay dues.

Schedule 13, Row7:

Schedule 13, Row7::::::::

Schedule 13, Row8:

Schedule 13, Row8::::::::Staff members are not permitted to vote or hold office.

Schedule 13, Row8:

Schedule 13, Row8::::::::Staff members are not permitted to vote.

Schedule 13, Row9:

Schedule 13, Row9::::::::Retired members are members who have retired from the education profession and still wish to actively support the goals and objectives of their professional association. Retired members pay $28 annual dues.

Schedule 13, Row9:

Schedule 13, Row9::::::::

Schedule 13, Row10:

Schedule 13, Row10::::::::Active quarter time members are professional level educational employees who are employed 25% or less than a regular schedule and pay quarter active full time dues.

Schedule 13, Row10:

Schedule 13, Row10:::::::

Schedule 13, Row11:

Schedule 13, Row11::::::::Active ESP quarter time members are support level educational employees who work 15 hours or less a week and pay quarter of ESP full time dues.

Schedule 13, Row11:

Schedule 13, Row11:::::::

General Information: 1. Item 71 Title: Our treasurer is a full-time teacher and is not available to sign this form in a timely fashion. Our executive director signs it every year.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)