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

This report is mandatory under P.L. 86-257, as amended.  Failure to comply may result in criminal prosecution, fines, or civil penalties as provided by 29 U.S.C. 439 or 440.
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.
For Official Use Only
1. FILE NUMBER
513-430
2. PERIOD COVERED
From05/01/2020
Through04/30/2021
3. (a) AMENDED - Is this an amended report:
No
(b) HARDSHIP - Filed under the hardship procedures:
No
(c) TERMINAL - This is a terminal report:No
4. AFFILIATION OR ORGANIZATION NAME
TEACHERS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
STATE FEDERATION
6. DESIGNATION NBR

7. UNIT NAME (if any)
MASSACHUSETTS
8. MAILING ADDRESS (Type or print in capital letters)
First Name
BETH
Last Name
KONTOS
P.O Box - Building and Room Number

Number and Street
38 CHAUNCY ST. STE 402
City
BOSTON
State
MA
ZIP Code + 4
02111


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:BETH KONTOSPRESIDENT71. SIGNED:Brant DuncanTREASURER
Date:Jul 27, 2021Telephone Number:617-423-3342Date:Jul 27, 2021Telephone Number:617-423-3342
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 513-430
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?No
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?No
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?No
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?04/2022
20. How many members did the labor organization have at the end of the reporting period?23,353
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees28.50perMONTH3.5628.50
(b) Working Dues/Feesper
(c) Initiation Feesper
(d) Transfer Feesper
(e) Work Permitsper

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 513-430

ASSETS
ASSETS Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash $2,649,436$3,784,228
23. Accounts Receivable1$616,282$587,050
24. Loans Receivable2
25. U.S. Treasury Securities $0$0
26. Investments5
27. Fixed Assets6$5,044$5,841
28. Other Assets7$86,768$78,074
29. TOTAL ASSETS $3,357,530$4,455,193

LIABILITIES
LIABILITIES Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable8$18,648$4,597
31. Loans Payable9
32. Mortgages Payable $0$0
33. Other Liabilities10$130,800$199,193
34. TOTAL LIABILITIES $149,448$203,790
35. NET ASSETS$3,208,082$4,251,403
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 513-430

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $5,600,626
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $5,191
41. Dividends $0
42. Rents $0
43. Sale of Investments and Fixed Assets3
44. Loans Obtained9
45. Repayments of Loans Made2
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$394,443
49. TOTAL RECEIPTS $6,000,260
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$2,025,897
51. Political Activities and Lobbying16$510,335
52. Contributions, Gifts, and Grants17$48,882
53. General Overhead18$967,752
54. Union Administration19$180,314
55. Benefits20$926,532
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
61. Loans Made2
62. Repayment of Loans Obtained9
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $0
65. Direct Taxes $205,756
  
66. Subtotal $4,865,468
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$996,502  
  67b. Less Total Disbursed$996,502  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $4,865,468
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 513-430

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$587,050 $0$0
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $587,050$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 513-430

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A)
Loans
Outstanding at
Start of Period
(B)
Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1)
Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not listed above     
Total of all lines above$0$0$0$0$0
Totals will be automatically entered in... Item 24
Column (A)
Item 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: 513-430

Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Gross Sales Price
(D)
Amount Received
(E)
Total of all lines above$0$0$0$0
Less Reinvestments 
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales 
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 513-430

Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total of all lines above$0$0$0
 Less Reinvestments 
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases 
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 513-430

Description
(A)
Amount
(B)
Marketable Securities 
A. Total Cost
B. Total Book Value
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
Other Investments 
D. Total Cost
E. Total Book Value
F. List each other investment which has a book value over $5,000 and exceeds 5% of Line E.  Also, list each subsidiary for which separate reports are attached.  
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 513-430

Description
(A)
Cost or Other Basis
(B)
Total Depreciation or
Amount Expensed
(C)
Book Value
(D)
Value
(E)
A. Land (give location)$0 $0$0
B. Buildings (give location)$0$0$0$0
C. Automobiles and Other Vehicles
D. Office Furniture and Equipment$457,857$452,016$5,841$5,841
E. Other Fixed Assets$53,458$53,458$0$0
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $511,315$505,474$5,841$5,841
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 513-430

Description
(A)
Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $78,074
PREPAID EXPENSES$65,609
SECURITY DEPOSIT$12,465
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 513-430

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$4,597$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $4,597$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 513-430

Source of Loans Payable at Any
Time During the Reporting Period
(A)
Loans Owed at
Start of Period
(B)
Loans Obtained
During Period
(C)
Repayment
During Period
Cash
(D)(1)
Repayment
During Period
Other Than Cash
(D)(2)
Loans Owed at
End of Period
(E)
Total Loans Payable$0$0$0$0$0
Totals will be automatically entered in... Item 31
Column (C)
Item 44Item 62 Item 69
with Explanation
Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 513-430

Description
(A)
Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $199,193
ACCRUED EXPENSES$199,193
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 513-430

(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
KONTOS ,  BETH  
PRESIDENT
C
$196,310$0$6,493$0$202,803
I
Schedule 15
Representational Activities
35 % Schedule 16
Political Activities and Lobbying
25 % Schedule 17
Contributions
5 % Schedule 18
General Overhead
0 % Schedule 19
Administration
35 %
A
B
C
DUNCAN ,  BRANT  
SECRETARY TREASURER
C
$141,343$0$32,136$0$173,479
I
Schedule 15
Representational Activities
2 % Schedule 16
Political Activities and Lobbying
10 % Schedule 17
Contributions
5 % Schedule 18
General Overhead
73 % Schedule 19
Administration
10 %
A
B
C
BARRY ,  KIMBERLY  
EXECUTIVE VICE PRESIDENT
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
BLINDER ,  DEBORAH  
EXECUTIVE VICE PRESIDENT
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
CAWLINA-KASLE ,  MARIE  
EXECUTIVE VICE PRESIDENT
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
CHANEY ,  BRENDA  
EXECUTIVE VICE PRESIDENT
C
$0$0$0$0
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
DABENIGNO ,  DONALD  
EXECUTIVE VICE PRESIDENT
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
DELANEY ,  KATHY  
EXECUTIVE VICE PRESIDENT
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
DUMONT ,  MARIANNE  
EXECUTIVE VICE PRESIDENT
P
$0$0$0$0$0
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
GEORGES ,  PAUL  
EXECUTIVE VICE PRESIDENT
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
HART ,  COLLEEN  
EXECUTIVE VICE PRESIDENT
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
LAFOND ,  DEBBIE  
EXECUTIVE VICE PRESIDENT
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
MCINNIS ,  JOHNNY  
EXECUTIVE VICE PRESIDENT
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
MCLAUGHLIN ,  FRANK  
EXECUTIVE VICE PRESIDENT
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
MOYER ,  CHRISTINE  
EXECUTIVE VICE PRESIDENT
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
O'NEIL ,  SHEILA  
EXECUTIVE VICE PRESIDENT
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
RUSSO ,  ROB  
EXECUTIVE VICE PRESIDENT
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
SPARFVEN ,  BRUCE  
EXECUTIVE VICE PRESIDENT
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
TANG ,  JESSICA  
EXECUTIVE VICE PRESIDENT
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
GALE ,  THOMAS  
EXECUTIVE VICE PRESIDENT
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
TUCKER ,  KAREN  
EXECUTIVE VICE PRESIDENT
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
ADAMS ,  DAVID  
EXECUTIVE VICE PRESIDENT
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
UVANNI ,  SUSAN  
EXECUTIVE VICE PRESIDENT
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
YETMAN ,  CINDY  
EXECUTIVE VICE PRESIDENT
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
HENRY ,  MARY  
EXECUTIVE VICE PRESIDENT
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
REMINDER ,  NICOLE  
EXECUTIVE VICE PRESIDENT
C
$0$0$0$0$0
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
Total Officer Disbursements$337,653$0$38,629$0$376,282
Less Deductions    $142,859
Net Disbursements    $233,423
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 513-430

(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
ARMSTRONG ,  WALTER  
FIELD REPRESENTATIVE
N/A
$143,268$0$2,455$0$145,723
I
Schedule 15
Representational Activities
70 % Schedule 16
Political Activities and Lobbying
20 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
5 % Schedule 19
Administration
5 %
A
B
C
BLANCHET ,  ERIC  
FIELD REPRESENTATIVE
N/A
$140,764$0$2,965$0$143,729
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
CANAVAN ,  MICHAEL  
FIELD REP FOR LEGISLATION
N/A
$143,268$0$7,112$0$150,380
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
99 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
1 %
A
B
C
DANIEL ,  JENNIFER  
OFFICE MANAGER
N/A
$104,043$0$441$0$104,484
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
100 % Schedule 19
Administration
0 %
A
B
C
FLOOD ,  SHAWN  
FIELD REPRESENTATVIE
N/A
$145,711$0$2,145$0$147,856
I
Schedule 15
Representational Activities
85 % Schedule 16
Political Activities and Lobbying
10 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
5 %
A
B
C
ROBINSON ,  MONIQUE  
SECRETARY
N/A
$70,535$0$460$0$70,995
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
100 % Schedule 19
Administration
0 %
A
B
C
JONES ,  HAROLD  
ASSOCIATE COUNSEL
N/A
$143,268$0$1,894$0$145,162
I
Schedule 15
Representational Activities
98 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
2 %
A
B
C
LAFLAMME ,  CARYN  
FIELD REPRESENTATIVE
N/A
$154,227$0$4,204$0$158,431
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
LAPIERRE ,  BRIAN  
DIRECTOR OF ORGANIZATION
N/A
$166,864$0$12,147$0$179,011
I
Schedule 15
Representational Activities
75 % Schedule 16
Political Activities and Lobbying
15 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
10 %
A
B
C
MORRIS ,  HAIDEE  
GENERAL COUNSEL
N/A
$166,864$0$1,383$0$168,247
I
Schedule 15
Representational Activities
99 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
1 %
A
B
C
MURPHY ,  DANIEL  
DIR ED POLICY & PROGRAMS
N/A
$140,764$0$1,559$0$142,323
I
Schedule 15
Representational Activities
10 % Schedule 16
Political Activities and Lobbying
2 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
88 % Schedule 19
Administration
0 %
A
B
C
POWELL ,  ANDREW  
FIELD REPRESENTATIVE
N/A
$143,268$0$3,169$0$146,437
I
Schedule 15
Representational Activities
95 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
5 %
A
B
C
REGAN ,  MICHAEL  
FIELD REPRESENTATIVE
N/A
$143,268$0$3,015$0$146,283
I
Schedule 15
Representational Activities
94 % Schedule 16
Political Activities and Lobbying
2 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
4 %
A
B
C
SHENK ,  JEREMY  
FIELD REPRENSENTATIVE
N/A
$140,642$0$1,525$0$142,167
I
Schedule 15
Representational Activities
80 % Schedule 16
Political Activities and Lobbying
15 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
5 %
A
B
C
DIPARDO ,  NICHOLAS  
FIELD REPRESENTATIVE
N/A
$126,418$0$5,470$0$131,888
I
Schedule 15
Representational Activities
90 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
5 % Schedule 19
Administration
5 %
A
B
C
MIGLIACCIO ,  JENNIFER  
ASSOCIATE COUNSEL
N/A
$129,283$0$2,055$0$131,338
I
Schedule 15
Representational Activities
95 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
5 %
A
B
C
DOE ,  JENNIFER  
FIELD REPRESENTATIVE
N/A
$130,092$0$2,401$0$132,493
I
Schedule 15
Representational Activities
80 % Schedule 16
Political Activities and Lobbying
3 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
2 % Schedule 19
Administration
15 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$0
I Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
Total Employee Disbursements$2,332,547$0$54,400$0$2,386,947
Less Deductions    $853,644
Net Disbursements    $1,533,303
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 513-430

Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members (Total of all lines above) 23,353 
Agency Fee Payers*47
Total Members/Fee Payers23,400 
*Agency Fee Payers are not considered members of the labor organization.
MEMBERS23,353Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 513-430

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$360,058
2. Named Payer Non-itemized Receipts$27,321
3. All Other Receipts$7,064
4. Total Receipts$394,443
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$18,814
4. To Employees$0
5. All Other Disbursements$30,068
6. Total Disbursements$48,882
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$101,530
2. Named Payee Non-itemized Disbursements$97,397
3. To Officers$74,451
4. To Employees$1,726,977
5. All Other Disbursements$25,542
6. Total Disbursements$2,025,897
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$427,893
2. Named Payee Non-itemized Disbursements$44,267
3. To Officers$126,640
4. To Employees$317,253
5. All Other Disbursements$51,699
6. Total Disbursements$967,752
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$163,150
2. Named Payee Non-itemized Disbursements$0
3. To Officers$68,049
4. To Employees$250,731
5. All Other Disbursements$28,405
6. Total Disbursements$510,335
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$88,329
4. To Employees$91,985
5. All Other Disbursements$0
6. Total Disbursements$180,314
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 513-430

Name and Address
(A)
AMERICAN FEDERATION OF TEACHERS

555 NEW JERSEY AVE
WASHINGTON
DC
20001
Type or Classification
(B)
NATIONAL LABOR ORG AFFILIATE
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$335,058
Total Non-Itemized Transactions with this Payee/Payer$27,321
Total of All Transactions with this Payee/Payer for This Schedule$362,379
POLITICAL EDUCATION REBATE05/12/2020$10,102
SOLIDARITY RECEIPTS07/01/2020$50,078
SOLIDARITY RECEIPTS08/05/2020$64,684
SOLIDARITY RECEIPTS11/19/2020$46,895
SOLIDARITY RECEIPTS02/05/2021$52,788
ORGANIZATIONAL ASSISTANCE09/11/2020$5,040
EXPENSE REIMBURSEMENT12/03/2020$6,800
POLITICAL EDUCATION REBATE07/21/2020$13,046
ORGANIZING GRANT03/26/2021$50,000
POLITICAL EDUCATION REBATE11/13/2020$9,464
POLITICAL EDUCATION REBATE02/04/2021$10,653
POLITICAL EDUCATION REBATE04/28/2021$15,508
Name and Address
(A)
BLUE CROSS BLUE SHIELD
371318
371874
PITTSBURGH
PA
15250
Type or Classification
(B)
HEALTH INSURANCE PROVIDER
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
COVID GRANT12/24/2020$25,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 513-430

Name and Address
(A)
BILLERICA FEDERATION OF TEACHERS
514

BILLERICA
MA
01821
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$3,000
Total of All Transactions with this Payee/Payer for This Schedule$3,000
Name and Address
(A)
BOSTON TEACHERS UNION

180 MOUNT VERNON STREET
BOSTON
MA
02125
Type or Classification
(B)
LOCAL AFFILIATE
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$65,892
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$65,892
DEFENSE FUND GRANT09/23/2020$65,892
Name and Address
(A)
CRAWFORD STRATEGIES

23 SUTHERLAND ROAD
ARLINGTON
MA
02111
Type or Classification
(B)
PUBLIC RELATIONS
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$42,500
Total of All Transactions with this Payee/Payer for This Schedule$42,500
Name and Address
(A)
LYNN TEACHERS UNION

679 WESTERN AVE
LYNN
MA
01905
Type or Classification
(B)
LOCAL AFFILIATE
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$21,146
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$21,146
MEMBER ORGANIZING02/03/2021$6,663
MEMBER ORGANIZING04/07/2021$7,589
MEMBER ORGANIZING03/03/2021$6,894
Name and Address
(A)
NORTHEAST REGION ORGANIZATION

254 MARSHAL ROAD
ROCKY HILL
CT
06067
Type or Classification
(B)
ORGANIZING/MEMBER ENGAGEMENT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,117
Total Non-Itemized Transactions with this Payee/Payer$35,297
Total of All Transactions with this Payee/Payer for This Schedule$40,414
ORGANIZING11/19/2020$5,117
Name and Address
(A)
RHODE ISLAND FEDERATION OF TEACHERS

356 SMITH ST
PROVIDENCE
RI
02908
Type or Classification
(B)
STATE AFFILIATE
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,375
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$9,375
CONFERENCE EXPENSE REIMBURSEMENT09/23/2020$9,375
Name and Address
(A)
SAMARA COLLECTIVE

29 WHIPPLE AVE 1L
BOSTON
MA
02131
Type or Classification
(B)
PUBLIC RELATIONS
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$16,600
Total of All Transactions with this Payee/Payer for This Schedule$16,600
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 513-430

Name and Address
(A)
ACT ON MASS

15 LITHIAN RD UNIT 213
BOSTON
MA
02135
Type or Classification
(B)
POLITICAL ORGANIZATION
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
CONTRIBUTION12/16/2020$5,000
Name and Address
(A)
CITIZENS FOR PUBLIC SCHOOLS

18 TREMONT STREET
BOSTON
MA
02108
Type or Classification
(B)
POLITICAL ORGANIZATION
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
DONATION07/20/2020$20,000
Name and Address
(A)
COALITION TO SAVE OUR PUBLIC SCHOOLS

35 CINDY LANE
NEW BEDFORD
MA
02740
Type or Classification
(B)
POLITICAL ORGANIZATION
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
CONTRIBUTION02/20/2021$5,000
Name and Address
(A)
DRIVING FAMILIES FORWARD

14 HARVARD AVE #2
ALLSTON
MA
02134
Type or Classification
(B)
POLITICAL ORGANIZATION
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
CONTRIBUTION12/16/2020$5,000
Name and Address
(A)
JOBS WITH JUSTICE

375 CENTRE ST
JAMAICA PLAIN
MA
02130
Type or Classification
(B)
POLITICAL ORGANIZATION
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,100
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,100
CONTRIBUTION09/23/2020$5,100
Name and Address
(A)
LYNN TEACHERS UNION

679 WESTERN AVE
LYNN
MA
01905
Type or Classification
(B)
LOCAL AFFILIATE
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$6,000
RACIAL JUSTICE COMMITTEE ORGANIZING03/31/2021$6,000
Name and Address
(A)
MASS BUDGET AND POLICY CENTER

15 COURT SQ #700
BOSTON
MA
02108
Type or Classification
(B)
POLITICAL 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
CONTRIBUTION03/10/2021$25,000
Name and Address
(A)
MASS LABOR ACTION NETWORK

38 CHAUNCY ST
BOSTON
MA
02111
Type or Classification
(B)
POLITICAL ORGANIZATION
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
CONTRIBUTION03/10/2021$5,000
Name and Address
(A)
MASSACHUSETTS EDUCATION JUSTICE ALLIANCE

375 CENTRE ST
JAMAICA PLAIN
MA
02130
Type or Classification
(B)
CHARITABLE ORGANIZATION
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$50,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$50,000
CONTRIBUTION07/01/2020$50,000
Name and Address
(A)
MASSACHUSETTS TEACHERS ASSOC.

2 HERITAGE DRIVE
QUINCY
MA
02171
Type or Classification
(B)
STATE TEACHERS UNION
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,550
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$11,550
DONATION-FUND OUR FUTURE CAMPAIGN03/24/2021$11,550
Name and Address
(A)
ORGANIZATION UNITED FOR RESPECT

1125 WEST ST, STE 219
ANNAPOLIS
MD
21401
Type or Classification
(B)
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$0
Total of All Transactions with this Payee/Payer for This Schedule$8,500
DONATION10/28/2020$8,500
Name and Address
(A)
PHENOM
2249

WORCESTER
MA
01613
Type or Classification
(B)
POLITICAL ORGANIZATION
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$7,000
CONTRIBUTION09/23/2020$7,000
Name and Address
(A)
RAISE UP MASSACHUSETTS

202 BONHAM
DEDHAM
MA
02026
Type or Classification
(B)
POLITICAL ORGANIZATION
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
CONTRIBUTION03/31/2021$10,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 513-430

There was no data found for this schedule.

SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 513-430

Name and Address
(A)
AUDIO SPECTRUM

50 MAZZEO DRIVE
RANDOLPH
MA
02368
Type or Classification
(B)
AUDITO VISUAL EQUIP RENTAL
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,631
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$6,631
AUDIO VISUAL EQUIP RENTAL11/12/2020$6,631
Name and Address
(A)
BOOMBERG BNA
17009

BALTIMORE
MD
21297
Type or Classification
(B)
PUBLISHING COMPANY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$27,450
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$27,450
LABOR BOOKS AND AIDS10/28/2020$13,725
LABOR BOOKS AND AIDS12/21/2020$13,725
Name and Address
(A)
COMCAST BUSINESS
37601

PHILIDELPHIA
PA
19101
Type or Classification
(B)
UTILITY COMPANY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$13,881
Total of All Transactions with this Payee/Payer for This Schedule$13,881
Name and Address
(A)
EVERSOURCE
660639

DALLAS
TX
Type or Classification
(B)
UTILITY COMPANY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,426
Total of All Transactions with this Payee/Payer for This Schedule$5,426
Name and Address
(A)
HIVE PROPERTY OWNER


BOSTON
MA
02109
Type or Classification
(B)
LESSOR
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$347,302
Total Non-Itemized Transactions with this Payee/Payer$683
Total of All Transactions with this Payee/Payer for This Schedule$347,985
RENT05/26/2020$29,189
RENT06/22/2020$29,189
RENT07/20/2020$32,982
RENT09/02/2020$29,187
RENT09/23/2020$29,187
RENT10/28/2020$29,187
RENT11/21/2020$29,187
RENT12/21/2020$29,870
RENT01/27/2021$29,870
RENT03/03/2021$29,870
RENT03/24/2021$18,510
RENT04/22/2021$31,074
Name and Address
(A)
JOSEPH B. COHAN & ASSOC. PC

128 CARNEGIE ROW, SUITE 206
NORWOOD
MA
02062
Type or Classification
(B)
PUBLIC ACCOUNTING FIRM
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$39,983
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$39,983
AUDIT10/14/2020$39,983
Name and Address
(A)
KONICA MONICA

21146 NETWORK PLACE
CHICAGO
IL
60673
Type or Classification
(B)
PHOTOCOPIER SALE/RENTALS
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,362
Total of All Transactions with this Payee/Payer for This Schedule$12,362
Name and Address
(A)
NORTHEAST PLANNING SERVICES INC

210 BEAR HILL RD
WALTHAM
MA
02451
Type or Classification
(B)
PENSION ADMINISTRATION SERVICES
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,605
Total of All Transactions with this Payee/Payer for This Schedule$6,605
Name and Address
(A)
PAYCHEX

1000 WINTER ST
WALTHAM
MA
02451
Type or Classification
(B)
PAYROLL SERVICE
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,527
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$6,527
WORKERS COMPENSATION INSURANCE04/20/2021$6,527
Name and Address
(A)
PITNEY BOWES
371896

PITTSBURGH
PA
15250
Type or Classification
(B)
PRINTING AND POSTAGE
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
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 513-430

There was no data found for this schedule.

SCHEDULE 20 - BENEFITS FILE NUMBER: 513-430

Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$926,532
HEALTH AND WELFAREEMPLOYEES$46,522
HEALTH INSURANCEAPPLICABLE EMPLOYEES$46,009
GROUP HEALTH INSURANCEBLUE CROSS/BLUE SHIELD$354,894
LIFE & DISABILITY INSURANCESTANDARD INSURANCE COMPANY$23,991
PENSIONVOYA$455,116
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 513-430


Question 12: AUDIT PERFORMED BY THE INDEPENDENT PUBLIC ACCOUNTING FIRM JOSEPH B. COHAN & ASSOCIATES, P.C. 128 CARNEGIE ROW, SUITE 206 NORWOOD, MA 02062

Schedule 13, Row1:

Schedule 13, Row1::THERE ARE NO CATEGORIES OF MEMBERSHIP, HOWEVER, MEMBERS PAY FULL, HALF, QUARTER AND EIGHTH DUES DEPENDING ON PAY SCALES; ALL MEMBERS HAVE EQUAL VOTING RIGHTS.

Schedule 13, Row1:

Schedule 13, Row1::

General Information:
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)