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
530-351
2. PERIOD COVERED
From09/01/2019
Through08/31/2020
3. (a) AMENDED - Is this an amended report:
No
(b) HARDSHIP - Filed under the hardship procedures:
No
(c) TERMINAL - This is a terminal report:No
4. AFFILIATION OR ORGANIZATION NAME
TEACHERS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
STATE ASSOCIATION
 6. DESIGNATION NBR
8024
7. UNIT NAME (if any)
MONTANA FEDERATION OF PUBLIC EMPLOYEES (MFPE)
8. MAILING ADDRESS (Type or print in capital letters)
First Name
AMANDA
 Last Name
CURTIS
P.O Box - Building and Room Number

Number and Street
1232 EAST 6TH AVENUE
City
HELENA
State
MT		 ZIP Code + 4
59601


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:Amanda CurtisPRESIDENT71. SIGNED:Erik BurkeEXECUTIVE DIRECTOR
Date:Nov 25, 2020Telephone Number:406-442-4250Date:Nov 25, 2020Telephone Number:406-442-4250
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 530-351
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?Yes
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)Yes
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?Yes
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?04/2022
20. How many members did the labor organization have at the end of the reporting period?22,653
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees388peryear78388
(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: 530-351

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $2,831,855$2,872,289
23. Accounts Receivable1$192,377$349,575
24. Loans Receivable2$142,349$140,170
25. U.S. Treasury Securities $0$0
26. Investments5$3,935,053$4,973,223
27. Fixed Assets6$707,324$678,067
28. Other Assets7$96,809$41,236
29. TOTAL ASSETS $7,905,767$9,054,560

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$157,150$104,285
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$1,641,921$1,638,413
34. TOTAL LIABILITIES $1,799,071$1,742,698
35. NET ASSETS$6,106,696$7,311,862
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 530-351

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $6,932,575
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $190,702
39. Sale of Supplies $152
40. Interest $147,468
41. Dividends $931
42. Rents $10,740
43. Sale of Investments and Fixed Assets3$71,992
44. Loans Obtained9$0
45. Repayments of Loans Made2$11,386
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$1,440,042
49. TOTAL RECEIPTS $8,805,988
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$2,853,531
51. Political Activities and Lobbying16$587,106
52. Contributions, Gifts, and Grants17$273,441
53. General Overhead18$406,956
54. Union Administration19$1,011,599
55. Benefits20$2,105,776
56. Per Capita Tax $247,403
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $37,638
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$945,090
61. Loans Made2$9,207
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $0
65. Direct Taxes $294,907
  
66. Subtotal $8,772,654
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$1,332,208  
  67b. Less Total Disbursed$1,325,108  
  67c. Total Withheld But Not Disbursed $7,100
68. TOTAL DISBURSEMENTS $8,765,554
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 530-351

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$202,835$0$199,748$0
Totals from all other accounts receivable$146,740$627$603 
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $349,575$627$200,351$0
National Education$202,835$199,748
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 530-351

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$142,349$9,207$11,386$0$140,170
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Name: Billings Education Association
Purpose: Real Property Purch
Security: Second Mortgage
Terms of Repayment: 5.500%
$139,738$9,049$130,689
Name: Great Falls Education Associat
Purpose: Replace Roof
Security: Second Mortgage
Terms of Repayment: 5.0%
$2,611$9,207$2,337$9,481
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 530-351

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$154,494$61,297$71,992$71,992
Equipment$27,967$1,037$80$80
Automobiles$77,714$11,447$23,099$23,099
Sale of Investments$48,813$48,813$48,813$48,813
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$71,992
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 530-351

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$945,090$931,689$945,090
Automobiles$102,164$88,973$102,164
Purchase of Investments$841,158$841,158$841,158
Furniture$1,768$1,558$1,768
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$945,090
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 530-351

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost$2,682,442
B. Total Book Value$3,933,830
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • Income Fund of America
$1,166,185
  • Invesco Senior Loan
$221,324
  • IShares Core MSCI Total Intl
$316,442
  • Vanguard Short Term Bond
$360,498
  • Vanguard Growth
$490,107
  • Vanguard Value
$529,432
  • IShares Core US Aggregate Bond
$423,410
Other Investments 
D. Total Cost$919,264
E. Total Book Value$1,039,393
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.  
  • Deferred Compensation Plan Investments
$639,394
  • Investment Held for Sale
$399,999
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $4,973,223
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 530-351

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      1232 E. 6th Ave., Helena, MT 59601$6,764 $6,764$90,411
B. Buildings (give location)    
Building  1 :      1232 E. 6th Ave., Helena, MT 59601$997,299$572,606$424,693$419,850
C. Automobiles and Other Vehicles$525,929$314,632$211,297$211,297
D. Office Furniture and Equipment$321,658$297,100$24,558$24,558
E. Other Fixed Assets$12,175$1,420$10,755$10,755
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,863,825$1,185,758$678,067$756,871
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 530-351

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $41,236
Prepaid Expenses$41,236
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 530-351

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$104,285$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $104,285$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 530-351

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: 530-351

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $1,638,413
Accrued Salaries and Wages$149,346
Payroll Taxes and Benefits$11,448
Deferred Compensation Plan$639,394
Funds Held for Members$46,072
Deferred Revenue$9,453
Capital Lease Payable$14,072
Accrued Compensated Absences$768,628
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 530-351

(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 		Curtis ,  Amanda  
President
N		$19,788$6,060$25,848
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		20 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		75 %
A
B
C 		Feaver ,  Eric  
President
P		$252,553$10,791$263,344
I
Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		40 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		35 %
A
B
C 		Dwyer ,  Bill  
1st Vice President
C		$3,086$7,257$10,343
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 		Aarstad ,  Rich  
2nd Vice President
N		$3,086$1,831$4,917
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 		Curtis ,  Amanda  
2nd Vice President
P		$0$0$0
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 		Wheat ,  Michelle  
Treasurer
N		$606$2,578$3,184
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 		Aarstad ,  Rich  
Treasurer
P		$0$0$0
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 		Southergill ,  Glen  
NEA Director
C		$3,086$2,052$5,138
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 		Marcille ,  Gene  
District 1 Chair
C		$0$2,037$2,037
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 		Ogden-Rider ,  Lynne  
District 1 1st Vice Chair
C		$0$2,184$2,184
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 		Carlson ,  Patti  
District 1 2nd Vice Chair
P		$0$1,299$1,299
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 		Kolczak ,  Christine  
District 2 Chair
C		$0$1,894$1,894
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 		Evans ,  Elena  
District 2 Vice Chair
N		$0$0$0
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 		Morfitt ,  Pam  
District 2 Vice Chair
P		$0$780$780
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 		Kenison ,  Mike  
District 3 Chair
C		$0$1,081$1,081
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 		Cohenour ,  Jill  
District 3 1st Vice Chair
C		$0$745$745
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 		Harris ,  Ben  
District 3 2nd Vice Chair
N		$0$0$0
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 		Wheat ,  Michelle  
District 3 2nd Vice Chair
P		$0$0$0
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 		Rutherford ,  Kathy  
District 4 Chair
C		$0$524$524
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 		Matthews ,  Eric  
District 4 1st Vice Chair
C		$0$578$578
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 		Campbell ,  Colette  
District 4 2nd Vice Chair
C		$0$496$496
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 		Harrington ,  Samantha  
District 5 Chair
C		$0$1,875$1,875
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 		Griffith ,  Bob  
District 5 Vice Chair
C		$0$618$618
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 		Seiffert ,  Mark  
District 6 Chair
N		$0$4,254$4,254
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 		Doke ,  Trista  
District 6 Chair
P		$0$2,473$2,473
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 		Seiffert ,  Mark  
District 6 1st Vice Chair
P		$0$0$0
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 		Esquivel ,  Omega  
District 6 Vice Chair
N		$0$1,751$1,751
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 		Esquivel ,  Omega  
District 6 2nd Vice Chair
P		$0$0$0
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 		Enebo ,  Laurie  
District 7 Chair
C		$0$3,073$3,073
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 		Johnson ,  Jim  
District 7 Vice Chair
N		$0$3,135$3,135
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 		Murakami ,  Brian  
District 7 1st Vice Chair
P		$0$1,819$1,819
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 		Johnson ,  Jim  
District 7 2nd Vice Chair
P		$0$0$0
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 		Clark ,  Karla  
District 8 Chair
C		$0$1,681$1,681
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 		Blair ,  Bryan  
District 8 Vice Chair
N		$0$0$0
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 		Schillreff ,  Rachel  
District 9 Chair
C		$0$1,999$1,999
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 		Fulton ,  Tom  
District 9 1st Vice Chair
C		$0$1,126$1,126
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 		Harvey ,  Kasia  
District 9 2nd Vice Chair
N		$0$0$0
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 ,  Brian  
District 9 2nd Vice Chair
P		$0$0$0
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 		Funk ,  Moffie  
District 10 Chair
N		$0$0$0
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 		Kimmet ,  Ron  
District 10 Chair
P		$0$2,187$2,187
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 		Cohenour ,  Joe  
District 10 Vice Chair
N		$0$2,439$2,439
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 		Willis ,  Debbie  
District 10 1st Vice Chai
P		$0$1,095$1,095
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 		Cohenour ,  Joe  
District 10 2nd Vice Chai
P		$0$0$0
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$282,205$0$71,712$0$353,917
Less Deductions     
Net Disbursements    $353,917
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 530-351

(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 		Burgess ,  Tom  
Field Consultant
N/A		$120,381$6,054$126,435
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Burke ,  Erik  
Executive Director
N/A		$138,894$5,848$144,742
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		35 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		45 %
A
B
C 		Caldwell ,  Lauren  
Political Director
N/A		$99,061$5,952$105,013
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		90 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Casey ,  Megan  
Field Consultant
N/A		$79,317$4,060$83,377
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Charlson ,  Melanie  
Field Consultant
N/A		$79,317$2,879$82,196
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Copeland ,  Maggie  
Field Consultant
N/A		$122,741$10,793$133,534
I
Schedule 15
Representational Activities 		97 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Cowee ,  Jeff  
Field Consultant
N/A		$94,127$6,226$100,353
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Crowley ,  Julianna  
Member Organizer
N/A		$200$27$227
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		DeTienne ,  Cindy  
Administrative Assistant
N/A		$65,847$89$65,936
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Devine ,  Jolene  
Membership Specialist
N/A		$64,253$46$64,299
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 		Diehl ,  Heather  
Field Consultant
N/A		$31,881$1,117$32,998
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Dompier ,  Joe  
Field Consultant
N/A		$79,317$9,827$89,144
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Ehli ,  Brian  
Field Consultant
N/A		$121,562$5,041$126,603
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		England ,  Monique  
Member Organizer
N/A		$70$11$81
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Ferro ,  Marco  
Public Policy Director
N/A		$120,293$6,457$126,750
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		40 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		20 %
A
B
C 		Fladmo ,  Diane  
Research Director
N/A		$120,293$2,776$123,069
I
Schedule 15
Representational Activities 		65 % Schedule 16
Political Activities and Lobbying 		35 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Foot ,  Maria  
Member Organizer
N/A		$2,135$455$2,590
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Funk ,  Bob  
Communications Director
N/A		$77,959$1,155$79,114
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		40 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		40 %
A
B
C 		Gardiner ,  Kyla  
Member Organizer
N/A		$3,565$818$4,383
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Graveley ,  Donna  
Management Assistant
N/A		$67,423$3,025$70,448
I
Schedule 15
Representational Activities 		15 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		75 %
A
B
C 		Greenfield ,  Jeff  
Field Consultant
N/A		$117,848$4,353$122,201
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Harris ,  Tammy  
Field Consultant
N/A		$108,936$8,261$117,197
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Haverlandt ,  Carol  
Field Consultant
N/A		$121,867$6,642$128,509
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Howe ,  Jeff  
Field Consultant
N/A		$79,317$2,926$82,243
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Jazayeri ,  Ashley  
Intern
N/A		$1,916$127$2,043
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		20 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Kuntz ,  Lindsey  
Member Organizer
N/A		$90$8$98
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Lavinder Schwalk ,  Shelli  
Field Consultant
N/A		$79,317$4,067$83,384
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Legg ,  Amy  
Administrative Assistant
N/A		$42,949$1,080$44,029
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		McCulloch ,  Scott   T
Field Consultant
N/A		$122,741$6,005$128,746
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		McNac ,  Terrie  
Member Organizer
N/A		$3,210$0$3,210
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Nielsen ,  Larry  
Field Consultant
N/A		$118,021$4,862$122,883
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Nisbet ,  Daryn  
Membership Specialist
N/A		$54,061$746$54,807
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 		Novak ,  Cathy  
Chief Financial Officer
N/A		$123,697$1,660$125,357
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 		Nyman ,  Quint  
Deputy Executive Director
N/A		$118,317$7,267$125,584
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		20 %
A
B
C 		Piper ,  Sarah  
Field Consultant
N/A		$57,424$2,955$60,379
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Reed ,  Shayla  
Member Organizer
N/A		$6,735$348$7,083
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Reichelt ,  Shauna  
Administrative Assistant
N/A		$61,428$1,648$63,076
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Riitano ,  Mary  
Administrative Assistant
N/A		$66,023$840$66,863
I
Schedule 15
Representational Activities 		92 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		7 %
A
B
C 		Robinson ,  Melissa  
Member Organizer
N/A		$1,220$0$1,220
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Sarbu ,  Renne't  
Member Organizer
N/A		$1,520$364$1,884
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Scow ,  Faith  
Intern
N/A		$6,546$276$6,822
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		20 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Shawn ,  Jane  
Member Organizer
N/A		$2,010$872$2,882
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Smith ,  Morgan  
Organizer
N/A		$117,848$3,569$121,417
I
Schedule 15
Representational Activities 		60 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		10 %
A
B
C 		Sundly ,  Christine  
Field Consultant
N/A		$12,920$348$13,268
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Thomas ,  Becky  
Administrative Assistant
N/A		$67,697$270$67,967
I
Schedule 15
Representational Activities 		15 % Schedule 16
Political Activities and Lobbying 		25 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		60 %
A
B
C 		Treib ,  Kate  
Administrative Assistant
N/A		$53,665$1,024$54,689
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Weigand ,  Jenny  
Field Consultant
N/A		$58,859$5,032$63,891
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Wells ,  Dylan  
Intern
N/A		$4,200$209$4,409
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		20 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Wilkins ,  Susan  
Membership Specialist II
N/A		$66,086$552$66,638
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 		Wood ,  Jami  
Administrative Assistant
N/A		$65,080$1,233$66,313
I
Schedule 15
Representational Activities 		41 % Schedule 16
Political Activities and Lobbying 		38 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		21 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$0
I Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
Total Employee Disbursements$3,230,184$0$140,200$0$3,370,384
Less Deductions     
Net Disbursements    $3,370,384
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 530-351

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 22,653 
Agency Fee Payers*0
Total Members/Fee Payers22,653 
*Agency Fee Payers are not considered members of the labor organization.
Active20,737Yes
Retired1,613Yes
Student264Yes
Staff35No
Associate0No
Substitute4No
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 530-351

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$1,346,328
2. Named Payer Non-itemized Receipts$90,247
3. All Other Receipts$3,467
4. Total Receipts$1,440,042
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$243,472
2. Named Payee Non-itemized Disbursements$20,973
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$8,996
6. Total Disbursements$273,441
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$236,115
2. Named Payee Non-itemized Disbursements$101,559
3. To Officers$67,128
4. To Employees$2,322,985
5. All Other Disbursements$125,744
6. Total Disbursements$2,853,531
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$110,350
2. Named Payee Non-itemized Disbursements$210,521
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$86,085
6. Total Disbursements$406,956
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$52,049
2. Named Payee Non-itemized Disbursements$20,924
3. To Officers$110,508
4. To Employees$385,059
5. All Other Disbursements$18,566
6. Total Disbursements$587,106
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$86,254
2. Named Payee Non-itemized Disbursements$29,933
3. To Officers$176,281
4. To Employees$662,342
5. All Other Disbursements$56,789
6. Total Disbursements$1,011,599
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 530-351

Name and Address
(A)
American Federation of Teachers

555 New Jersey Ave. NW
Washington
DC
20001
Type or Classification
(B)
National Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$23,043
Total Non-Itemized Transactions with this Payee/Payer$47,376
Total of All Transactions with this Payee/Payer for This Schedule$70,419
Legal Defense03/16/2020$7,908
Direct Assistance04/02/2020$5,135
Direct Assistance07/22/2020$10,000
Name and Address
(A)
National Education Association

1201 16th St. NW
Washington
DC
20036
Type or Classification
(B)
National Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$1,285,885
Total Non-Itemized Transactions with this Payee/Payer$28,879
Total of All Transactions with this Payee/Payer for This Schedule$1,314,764
Uniserv Grant09/17/2019$177,309
Natl Board Jump Start Grant09/18/2019$7,500
TLI 201910/22/2019$24,498
Uniserv Grant12/16/2019$167,459
Comprehensive Cooperative Project Agreement01/23/2020$87,750
MT Growth & Strength Grant01/27/2020$35,000
MT Organizing Project02/26/2020$60,000
Media Grant02/10/2020$150,000
ULSP Legal Defense02/13/2020$5,427
Uniserv Grant03/10/2020$177,309
Comprehensive Cooperative Project Agreement06/09/2020$25,875
Comprehensive Cooperative Project Agreement06/12/2020$61,875
Uniserv Grant06/15/2020$199,496
ULSP Legal Defense07/14/2020$5,387
MT Organizing Project08/04/2020$60,000
MT Donor Table Grant08/04/2020$25,000
Voter Communications Grant08/31/2020$16,000
Name and Address
(A)
NEA Member Benefits Corp

900 Clopper Road Ste 300
Gaithersburg
MD
20878
Type or Classification
(B)
Member Benefits Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$13,992
Total of All Transactions with this Payee/Payer for This Schedule$13,992
Name and Address
(A)
Western Organization of Resource Councils

220 S. 27th Street
Billings
MT
59101
Type or Classification
(B)
non-profit grassroots organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$37,400
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$37,400
Intern Grant10/09/2019$14,400
A Better Big Sky Grant04/20/2020$15,000
MT Voices Census Grant08/20/2020$8,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 530-351

Name and Address
(A)
American Federation of Teachers

555 New Jersey Ave. NW
Washington
DC
20001
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$24,088
Total of All Transactions with this Payee/Payer for This Schedule$24,088
Name and Address
(A)
Barton W. Bloom

304 Parkridge Dr.
Clayton
NC
27527
Type or Classification
(B)
Arbitrator
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,600
Total Non-Itemized Transactions with this Payee/Payer$2,399
Total of All Transactions with this Payee/Payer for This Schedule$8,999
Arbitration08/07/2020$6,600
Name and Address
(A)
Hilton Garden Inn Bozeman

2023 Commerce Way
Bozeman
MT
59715
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,370
Total Non-Itemized Transactions with this Payee/Payer$246
Total of All Transactions with this Payee/Payer for This Schedule$11,616
Hotel and conference rooms11/15/2019$11,370
Name and Address
(A)
Homewood Suites by Hilton

1023 Baxter Lane
Bozeman
MT
59715
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,554
Total of All Transactions with this Payee/Payer for This Schedule$7,554
Name and Address
(A)
K & J Convention Services LLC
5234
5234
Helena
MT
59604
Type or Classification
(B)
Convention Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,535
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$9,535
Educator Conference Booths and Tables10/31/2019$9,535
Name and Address
(A)
Karl Englund Attorney at Law
8358

Missoula
MT
59807
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$40,988
Total Non-Itemized Transactions with this Payee/Payer$13,847
Total of All Transactions with this Payee/Payer for This Schedule$54,835
Legal Services10/12/2019$6,353
Legal Services11/15/2019$9,309
Legal Services12/20/2019$5,093
Legal Services01/10/2020$5,453
Legal Services04/09/2020$5,177
Legal Services06/16/2020$9,603
Name and Address
(A)
Mailing Technical Services Inc.
1753

Billings
MT
59103
Type or Classification
(B)
Mailing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,132
Total of All Transactions with this Payee/Payer for This Schedule$12,132
Name and Address
(A)
McDonald Law Firm LLC

1714 Forest Meadow Court
Billings
MT
59102
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,504
Total Non-Itemized Transactions with this Payee/Payer$23,677
Total of All Transactions with this Payee/Payer for This Schedule$30,181
Legal Services01/10/2020$6,504
Name and Address
(A)
McDonald Law Office PLLC
1570
8358
Helena
MT
59624
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$22,938
Total Non-Itemized Transactions with this Payee/Payer$5,759
Total of All Transactions with this Payee/Payer for This Schedule$28,697
Legal Services01/10/2020$8,965
Legal Services09/13/2019$5,272
Legal Services03/06/2020$8,701
Name and Address
(A)
Montana Organizing Project

603 W. 9th Street
Austin
TX
78701
Type or Classification
(B)
Non-profit organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$57,193
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$57,193
Membership Recruitment & Organizing01/31/2020$23,810
Membership Recruitment & Organizing05/07/2020$33,383
Name and Address
(A)
Montana Professional Teaching Foundation

1232 E. 6th Ave.
Helena
MT
59601
Type or Classification
(B)
Charitable Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,370
Total Non-Itemized Transactions with this Payee/Payer$350
Total of All Transactions with this Payee/Payer for This Schedule$5,720
Educator Conference Presenter Fees01/10/2020$5,370
Name and Address
(A)
Montana State AFL-CIO

2711 Airport Road
Helena
MT
59601
Type or Classification
(B)
Labor Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$10,000
Membership Recruitment & Organizing02/20/2020$10,000
Name and Address
(A)
National Education Association

1201 16th St. NW
Washington
DC
20036
Type or Classification
(B)
National Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,626
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$20,626
Representational Legal Advice02/21/2020$5,572
Educators Employment Liability Premium10/25/2019$15,054
Name and Address
(A)
Office of Andrew I. Huff

2601 Broadway St.
Helena
MT
59601
Type or Classification
(B)
Lawyer
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,142
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,142
Representational Legal Advice08/07/2020$5,142
Name and Address
(A)
Sheehy Law Firm
584

Billings
MT
59103
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Legal Services09/06/2019$5,000
Name and Address
(A)
Shelly Stanton

5240 Merlot Lane
Billings
MT
59106
Type or Classification
(B)
individual
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,954
Total of All Transactions with this Payee/Payer for This Schedule$5,954
Name and Address
(A)
The Billings Times

2919 Montana Ave.
Billings
MT
59101
Type or Classification
(B)
Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$21,349
Total Non-Itemized Transactions with this Payee/Payer$5,553
Total of All Transactions with this Payee/Payer for This Schedule$26,902
Newsletters12/20/2019$10,721
Newsletters06/18/2020$10,628
Name and Address
(A)
University Faculty Association

002 University Hall, U of M
Missoula
MT
59812
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,500
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$13,500
Membership Recruitment & Organizing03/06/2020$13,500
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 530-351

Name and Address
(A)
A Better Big Sky

220 S. 27th Street
Billings
MT
59101
Type or Classification
(B)
Grassroots Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$25,000
Legislative Advocacy Members08/21/2020$25,000
Name and Address
(A)
America Votes

1155 Connecticut Ave. NW St
Washington
DC
20036
Type or Classification
(B)
Non-profit organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,500
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,500
External Political Issue Advocacy07/16/2020$5,500
Name and Address
(A)
Great Schools Billings
80712

Billings
MT
59108
Type or Classification
(B)
Political Action Committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Ballot Initiatives04/16/2020$5,000
Name and Address
(A)
Kids' Education Yes!
3224

Great Falls
MT
59403
Type or Classification
(B)
Political Action Committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Ballot Initiatives01/22/2020$5,000
Name and Address
(A)
Mailing Technical Services Inc.
1753

Billings
MT
59103
Type or Classification
(B)
Mailing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,707
Total Non-Itemized Transactions with this Payee/Payer$2,299
Total of All Transactions with this Payee/Payer for This Schedule$8,006
Special Member Communications06/18/2020$5,707
Name and Address
(A)
The Billings Times

2919 Montana Ave.
Billings
MT
59101
Type or Classification
(B)
Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,842
Total Non-Itemized Transactions with this Payee/Payer$18,625
Total of All Transactions with this Payee/Payer for This Schedule$24,467
Special Member Communications09/13/2019$5,842
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 530-351

Name and Address
(A)
Belgrade Education Association

1715 Dillon Ave.
Belgrade
MT
59714
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,310
Total of All Transactions with this Payee/Payer for This Schedule$5,310
Name and Address
(A)
Billings Classified Employees Assn

510 N. 29th
Billings
MT
59101
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,630
Total of All Transactions with this Payee/Payer for This Schedule$6,630
Name and Address
(A)
Billings Education Association

510 N. 29th
Billings
MT
59101
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$63,525
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$63,525
Financial Assistance to Affiliate01/17/2020$31,818
Financial Assistance to Affiliate05/21/2020$31,707
Name and Address
(A)
Bozeman Education Association

8325 Goldenstein Lane
Bozeman
MT
59715
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$24,695
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$24,695
Financial Assistance to Affiliate01/17/2020$12,320
Financial Assistance to Affiliate05/21/2020$12,375
Name and Address
(A)
Butte Teachers Union

156 West Granite St. #F
Butte
MT
59701
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,587
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$11,587
Financial Assistance to Affiliate01/17/2020$5,793
Financial Assistance to Affiliate05/21/2020$5,794
Name and Address
(A)
Great Falls Education Association

511 13th Ave. S.
Great Falls
MT
59405
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$37,015
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$37,015
Financial Assistance to Affiliate01/17/2020$18,508
Financial Assistance to Affiliate05/21/2020$18,507
Name and Address
(A)
Helena Education Association

1232 E. 6th Ave.
Helena
MT
59601
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$34,705
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$34,705
Financial Assistance to Affiliate01/17/2020$17,325
Financial Assistance to Affiliate05/21/2020$17,380
Name and Address
(A)
Kalispell Education Association

108 Garland St.
Kalispell
MT
59901
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,610
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$11,610
Financial Assistance to Affiliate01/17/2020$5,805
Financial Assistance to Affiliate05/21/2020$5,805
Name and Address
(A)
Merged Missoula Classified Employees Org

1890 Ola Dr.
Missoula
MT
59802
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,700
Total of All Transactions with this Payee/Payer for This Schedule$5,700
Name and Address
(A)
Missoula Education Association

1001 SW Higgins, Ste 101
Missoula
MT
59803
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$36,575
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$36,575
Financial Assistance to Affiliate01/17/2020$17,957
Financial Assistance to Affiliate05/21/2020$18,618
Name and Address
(A)
Montana Professional Teaching Foundation

1232 E. 6th Ave.
Helena
MT
59601
Type or Classification
(B)
Non-profit Charitable Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,500
Total Non-Itemized Transactions with this Payee/Payer$3,333
Total of All Transactions with this Payee/Payer for This Schedule$11,833
Charitable Contribution12/12/2019$8,500
Name and Address
(A)
University Faculty Association

002 University Hall, U of M
Missoula
MT
59812
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,260
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$15,260
Financial Assistance to Affiliate01/17/2020$5,130
Financial Assistance to Affiliate04/16/2020$5,000
Financial Assistance to Affiliate05/21/2020$5,130
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 530-351

Name and Address
(A)
360 Office Solutions
30598

Billings
MT
59107
Type or Classification
(B)
Office Supply Store
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$16,891
Total of All Transactions with this Payee/Payer for This Schedule$16,891
Name and Address
(A)
Billings Education Association
510 N 29th

Billings
MT
59101
Type or Classification
(B)
Local Affiliate - Rent & Office Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$15,623
Total of All Transactions with this Payee/Payer for This Schedule$15,623
Name and Address
(A)
CDW Direct
75723

Chicago
IL
60675
Type or Classification
(B)
Information Technology Products
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,708
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$12,708
Computer Technology02/13/2020$12,708
Name and Address
(A)
CenturyLink
29040

Phoenix
AZ
85038-9040
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$18,238
Total of All Transactions with this Payee/Payer for This Schedule$18,238
Name and Address
(A)
Charter Communications
742614

Cincinnati
OH
45274
Type or Classification
(B)
Telephone and Internet Services Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,920
Total of All Transactions with this Payee/Payer for This Schedule$12,920
Name and Address
(A)
De Lage Landen
41602

Philadelphia
PA
19101
Type or Classification
(B)
Financial Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,241
Total of All Transactions with this Payee/Payer for This Schedule$7,241
Name and Address
(A)
Fisher Technology

575 E 42nd St
Boise
ID
83714
Type or Classification
(B)
Office Equipment Sales & Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,650
Total of All Transactions with this Payee/Payer for This Schedule$10,650
Name and Address
(A)
Formost Graphic Communications

19209-A Chennault Way
Gaithersburg
MD
20879
Type or Classification
(B)
Printing/Membership Card Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,834
Total of All Transactions with this Payee/Payer for This Schedule$5,834
Name and Address
(A)
Great Falls Education Association

511 13th Ave. S.
Great Falls
MT
59405
Type or Classification
(B)
Local Affiliate - Rent & Office Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$17,066
Total of All Transactions with this Payee/Payer for This Schedule$17,066
Name and Address
(A)
Home Beautifiers Inc.

1220 Euclid
Helena
MT
59601
Type or Classification
(B)
Window Treatment Store
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,026
Total of All Transactions with this Payee/Payer for This Schedule$5,026
Name and Address
(A)
Lewis & Clark County Treasurer

316 N. Park Ave. Rm. 147
Helena
MT
59623
Type or Classification
(B)
County Treasurer
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$23,670
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$23,670
Property Taxes11/09/2019$8,905
Property Taxes11/15/2019$14,765
Name and Address
(A)
Montana Educators' Credit Union
2668

Missoula
MT
59806
Type or Classification
(B)
Credit Union - Rent - NW Field Office
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$25,548
Total of All Transactions with this Payee/Payer for This Schedule$25,548
Name and Address
(A)
Northwestern Energy

49 E. Broadway
Butte
MT
59707
Type or Classification
(B)
Utilities Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,444
Total of All Transactions with this Payee/Payer for This Schedule$12,444
Name and Address
(A)
Pitney Bowes
223648

Pittsburgh
PA
15250
Type or Classification
(B)
Postage Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$4,500
Total of All Transactions with this Payee/Payer for This Schedule$9,500
Postage Meter Refill02/06/2020$5,000
Name and Address
(A)
Pitney Bowes Global Financial
856460

Louisville
KY
40285
Type or Classification
(B)
Postage Meter Rental
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$14,483
Total of All Transactions with this Payee/Payer for This Schedule$14,483
Name and Address
(A)
Red Dog Painting LLC

5280 Husky Drive
Helena
MT
59602
Type or Classification
(B)
Painter
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,157
Total Non-Itemized Transactions with this Payee/Payer$1,933
Total of All Transactions with this Payee/Payer for This Schedule$12,090
Building Maintenance12/06/2019$10,157
Name and Address
(A)
Service Master
310

Helena
MT
59624
Type or Classification
(B)
Janitorial Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$14,375
Total of All Transactions with this Payee/Payer for This Schedule$14,375
Name and Address
(A)
Slate Architecture, Inc.

1470 North Roberts
Helena
MT
59601
Type or Classification
(B)
Architect
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,680
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$13,680
Building Renovations & Improvements09/20/2019$13,680
Name and Address
(A)
Thomas Printing Company Inc.
9048

Kalispell
MT
59904
Type or Classification
(B)
Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,986
Total Non-Itemized Transactions with this Payee/Payer$9,708
Total of All Transactions with this Payee/Payer for This Schedule$23,694
Membership Cards08/21/2020$13,986
Name and Address
(A)
Travelers Insurance
660317

Dallas
TX
75266
Type or Classification
(B)
Insurance Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$24,123
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$24,123
Property/Umbrella/Liability Insurance09/06/2019$13,336
Property/Umbrella/Liability Insurance11/15/2019$10,787
Name and Address
(A)
Treasure State Internet & Telegraph

7 W. 6th Ave., Suite 614
Helena
MT
59601
Type or Classification
(B)
Internet Services Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,484
Total of All Transactions with this Payee/Payer for This Schedule$5,484
Name and Address
(A)
Verizon Wireless
9622

Mission Hills
CA
91346-9622
Type or Classification
(B)
Cell Phone Service Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,508
Total of All Transactions with this Payee/Payer for This Schedule$11,508
Name and Address
(A)
West Mont

2708 Bozeman Ave.
Helena
MT
59601
Type or Classification
(B)
Social Services Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,026
Total Non-Itemized Transactions with this Payee/Payer$1,049
Total of All Transactions with this Payee/Payer for This Schedule$8,075
Membership Card Mailing09/27/2019$7,026
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 530-351

Name and Address
(A)
Allegra Marketing

40 W. Lawrence
Helena
MT
59601
Type or Classification
(B)
Printing & Promotional Products Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$21,816
Total Non-Itemized Transactions with this Payee/Payer$16,508
Total of All Transactions with this Payee/Payer for This Schedule$38,324
Marketing Materials03/25/2020$10,227
Marketing Materials07/30/2020$11,589
Name and Address
(A)
Anderson ZurMuehlen & Co.
1040

Helena
MT
59624-1040
Type or Classification
(B)
Accounting Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$24,100
Total Non-Itemized Transactions with this Payee/Payer$4,100
Total of All Transactions with this Payee/Payer for This Schedule$28,200
Audit Services09/30/2019$5,000
Audit Services10/31/2019$12,000
Audit Services11/22/2019$7,100
Name and Address
(A)
Data Imaging Systems Inc.
20457

Billings
MT
59104-0457
Type or Classification
(B)
Electronic Data Storage
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,166
Total of All Transactions with this Payee/Payer for This Schedule$9,166
Name and Address
(A)
Hilton Garden Inn Great Falls

2520 14th St. SW
Great Falls
MT
59404
Type or Classification
(B)
Hotel & Convention Center
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,634
Total Non-Itemized Transactions with this Payee/Payer$159
Total of All Transactions with this Payee/Payer for This Schedule$8,793
Regional Training10/29/2019$8,634
Name and Address
(A)
Hilton Garden Inn Missoula

3720 North Reserve St.
Missoula
MT
59808
Type or Classification
(B)
Hotel & Convention Center
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,704
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$11,704
Regional Training03/13/2020$11,704
Name and Address
(A)
Tulchin Research LLC

220 Sansome St., Ste 1360
San Francisco
CA
94104
Type or Classification
(B)
Market Researcher
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$20,000
Member Survey07/30/2020$20,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 530-351

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$2,105,776
Health/Dental/Vision InsuranceMontana Unified School Trust$940,633
Multi-Employer Pension PlanNEA Employees Retirement Fund$999,989
Officer's Money Purchase Pension PlanDA Davidson & Co.$15,815
Life/AD&D/Long-Term DisabilityUnum Provident Corporation$38,799
Accidental Death & Dismemberment/Life InsuranceDearborn Life Insurance$5,802
Health Reimbursement Account PlanAllegiance Benefit Plan Management$36,683
LIUNA National Pension FundLIUNA$68,055
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 530-351
Item 71 Title: The Executive Director signs instead of the Treasurer as he has more knowledge of the organization on a daily basis.

Question 11(b):

Question 11(b): : MFPE Building Corporation is a subsidiary 501(c)(2) organization holding title to the building at 1232 E. 6th Avenue, Helena, MT 59601.

Question 12: An audit was performed by an outside auditing firm, Anderson ZurMuehlen & Company.

Question 13: Two fraudulent checks written on MFPE's bank account were discovered during the fiscal year. The money has since been paid back to MFPE by the bank.

Question 15: MFPE disposed of some obsolete equipment by donating it to a local 501(c)(3), recycling the equipment, and/or disposing at local landfill.

Question 10: MFPE 401(k) Retirement Plan & Trust, Form 5500 filed timely, Plan Number 001; MFPE Officer's Money Purchase Pension Plan & Trust, Form 5500 filed timely, Plan Number 004. The address of both trusts are the following: 1232 E. 6th Ave. Helena, MT 59601

Question 11(a):

Question 11(a): : MFPE PAC reported and filed timely with the State of Montana, Commissioner of Political Practices.

Question 18: MFPE amended their constitution to remove outdated language and clarify that districts may meet on their own.

Statement A,

Cash Begin Total: This amount is the same amount as reported as "end of reporting period" on last fiscal year report.

Schedule 1, Row1:

Schedule 1, Row1:

Schedule 2, Row1:

Schedule 2, Row1::::

Schedule 2, Row2:

Schedule 2, Row2::::

Schedule 13, Row1:

Schedule 13, Row1:These are individuals who are still actively working. These individuals pay full dues and have voting rights.

Schedule 13, Row1:

Schedule 13, Row1:

Schedule 13, Row2:

Schedule 13, Row2:These are individuals who have retired. These individuals paid for a lifetime membership. Retirees have limited voting rights due to the fact they are not eligible for active membership.

Schedule 13, Row2:

Schedule 13, Row2:

Schedule 13, Row3:

Schedule 13, Row3:These are individuals who are still in school and have not begun working yet. These individuals pay full student dues. Student members have limited voting rights do to the fact they are not eligible for active membership.

Schedule 13, Row3:

Schedule 13, Row3:

Schedule 13, Row4:

Schedule 13, Row4:These individuals are not active members but rather staff who work for the union. These individuals do not have voting rights.

Schedule 13, Row4:

Schedule 13, Row4:These individuals do not have voting rights.

Schedule 13, Row5:

Schedule 13, Row5:These individuals are considered associates within the organization and not active members. These individuals do not pay full dues.

Schedule 13, Row5:

Schedule 13, Row5:These individuals do not have voting rights.

Schedule 13, Row6:

Schedule 13, Row6:These are individuals who are substitute teachers who are ineligible for active membership. They do not pay full dues.

Schedule 13, Row6:

Schedule 13, Row6:These individuals do not have voting rights.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)