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
514-601
2. PERIOD COVERED
From06/01/2020
Through05/31/2021
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
CLASSIFIED SCHOOL EMPLS, AMER ASN
5. DESIGNATION (Local, Lodge, etc.)
STATE ASSOCIATION
 6. DESIGNATION NBR

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

Number and Street
4735 LIBERTY ROAD
City
SALEM
State
OR		 ZIP Code + 4
97302


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:Lisa J GourleyPRESIDENT71. SIGNED:Susan R MillerTREASURER
Date:Aug 25, 2021Telephone Number:541-974-3457Date:Aug 24, 2021Telephone Number:503-508-5208
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 514-601
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?No
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?No
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?06/2021
20. How many members did the labor organization have at the end of the reporting period?13,130
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees1.8%perN/AN/AN/A
(b) Working Dues/FeesN/AperN/AN/AN/A
(c) Initiation FeesN/AperN/AN/AN/A
(d) Transfer FeesN/AperN/AN/AN/A
(e) Work PermitsN/AperN/AN/AN/A

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 514-601

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $5,159,742$6,115,065
23. Accounts Receivable1$0$0
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $0$0
26. Investments5$0$0
27. Fixed Assets6$1,132,530$1,034,066
28. Other Assets7$0$0
29. TOTAL ASSETS $6,292,272$7,149,131

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$0$0
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$9,201$10,509
34. TOTAL LIABILITIES $9,201$10,509
35. NET ASSETS$6,283,071$7,138,622
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 514-601

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $6,919,987
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $133
41. Dividends $0
42. Rents $13,056
43. Sale of Investments and Fixed Assets3$10,597
44. Loans Obtained9$0
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $95,535
47. From Members for Disbursement on Their Behalf $93,706
48. Other Receipts14$611,305
49. TOTAL RECEIPTS $7,744,319
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$1,899,688
51. Political Activities and Lobbying16$362,082
52. Contributions, Gifts, and Grants17$89,515
53. General Overhead18$654,318
54. Union Administration19$784,047
55. Benefits20$1,126,140
56. Per Capita Tax $1,226,483
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$22,781
61. Loans Made2$0
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $310,452
64. On Behalf of Individual Members $93,706
65. Direct Taxes $219,785
  
66. Subtotal $6,788,997
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$551,319  
  67b. Less Total Disbursed$551,319  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $6,788,997
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 514-601

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    
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $0$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 514-601

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: 514-601

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$27,952$0$10,597$10,597
Automobiles$27,952$0$10,597$10,597
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$10,597
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 514-601

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$22,781$22,781$22,781
Equipment$8,811$8,811$8,811
Automobiles$13,970$13,970$13,970
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$22,781
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 514-601

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: 514-601

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      Salem$164,170 $164,170$685,250
Land  2 :      Eugene$20,000 $20,000$51,161
Land  3 :      Portland$22,000 $22,000$142,922
B. Buildings (give location)    
Building  1 :      Salem, Eugene, Portland$1,849,718$1,121,534$728,184$1,829,520
C. Automobiles and Other Vehicles$372,802$294,198$78,604$111,018
D. Office Furniture and Equipment$276,156$255,048$21,108$30,044
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $2,704,846$1,670,780$1,034,066$2,849,915
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 514-601

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 514-601

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$0$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $0$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 514-601

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: 514-601

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $10,509
Payroll related liabilities$10,509
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 514-601

(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 		Gourley ,  Lisa   J
President
C		$40,527$7,411$47,938
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		37 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		63 %
A
B
C 		Jones ,  Teri   H
Vice President
C		$648$746$1,394
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		17 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		83 %
A
B
C 		Hofer ,  Mary   P
Secretary
C		$661$661
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		31 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		69 %
A
B
C 		Shotts ,  Chelsea   R
Zone I Director
N		$263$263
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		13 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		87 %
A
B
C 		Siegel ,  Melissa   D
Zone II Director
C		$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 		Bemrose ,  Sella   A
Zone III Director
C		$648$451$1,099
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		66 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		34 %
A
B
C 		Waggoner ,  Sheila   M
Zone IV Director
C		$2,030$236$2,266
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		68 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		32 %
A
B
C 		Wofford ,  Sarah   M
Zone V Director
C		$112$112
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		49 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		51 %
A
B
C 		Christian ,  Debbie   S
Zone VI Director
N		$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 		Young-Whitnah ,  Anjee   M
Zone VII Director
C		$811$811
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		100 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Stoelb ,  George   T
Past President
P		$66$66
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$44,664$0$9,946$0$54,610
Less Deductions     
Net Disbursements    $54,610
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 514-601

(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 		Blanchard ,  Debra  
Field Representative
N/A		$69,931$1,981$596$72,508
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 		Bonner ,  Kimberly   L
Field Representative
N/A		$82,143$1,010$148$83,301
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 		Brickman ,  Aaron  
Organizer
N/A		$69,931$1,005$745$71,681
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Cynthia ,  Drought  
Field Representative
N/A		$66,291$634$111$67,036
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 		Edge ,  Elissa   M
Organizer
N/A		$81,309$921$564$82,794
I
Schedule 15
Representational Activities 		97 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Estabrook ,  Bob  
Government Relations Spec
N/A		$77,541$793$78,334
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		87 % Schedule 17
Contributions 		13 % Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Fitzpatrick ,  Celest  
Accounting Assistant
N/A		$59,145$59,145
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		20 % Schedule 19
Administration 		80 %
A
B
C 		Greeley ,  Susan  
Field Representative
N/A		$83,289$1,171$664$85,124
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Gutman ,  Jim  
Field Representative
N/A		$65,023$657$613$66,293
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 		Hallman ,  Linda  
Secretary
N/A		$53,950$53,950
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		20 % Schedule 19
Administration 		60 %
A
B
C 		Hargrove ,  Gabe  
Field Representative
N/A		$11,211$132$80$11,423
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 		Harris ,  Shawna   S
Field Representative
N/A		$82,029$870$1,666$84,565
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 		Heath ,  Justin  
Field Representative
N/A		$71,131$967$694$72,792
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Hoss ,  Timothy  
Field Representative
N/A		$77,347$1,001$510$78,858
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 		Karl ,  Maggie  
Communications Specialist
N/A		$68,636$793$69,429
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		79 % Schedule 17
Contributions 		Schedule 18
General Overhead 		20 % Schedule 19
Administration 		1 %
A
B
C 		Larsen ,  Bradley   S
Director of Fiscal Operat
N/A		$95,387$793$96,180
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		3 % Schedule 18
General Overhead 		14 % Schedule 19
Administration 		80 %
A
B
C 		Mahern-Macias ,  Tim  
Field Representative
N/A		$10,074$297$10,371
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		100 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		McNally ,  Christine   D
Executive Secretary
N/A		$63,929$63,929
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		90 %
A
B
C 		Meyer ,  Cydnie  
Field Representative
N/A		$81,309$912$177$82,398
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 		Meyerdierk Jr. ,  Howard   W
Field Representative
N/A		$81,309$793$304$82,406
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 		Miller ,  Susan  
Director of Field Operati
N/A		$109,787$1,533$139$111,459
I
Schedule 15
Representational Activities 		70 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		20 %
A
B
C 		Miller ,  Tracey  
Field Representative
N/A		$83,289$832$2,955$87,076
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 		Mohr ,  Andrea  
Secretary
N/A		$48,870$37$48,907
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		70 %
A
B
C 		Ortega ,  Gabe  
Field Representative
N/A		$81,309$701$679$82,689
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 		Pomeroy ,  Katherine  
Secretary
N/A		$49,834$49,834
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		70 %
A
B
C 		Ramirez ,  Richard   A
Director of Organizing
N/A		$109,787$793$87$110,667
I
Schedule 15
Representational Activities 		59 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		30 %
A
B
C 		Saglione ,  Melissa  
Field Representative
N/A		$10,696$132$139$10,967
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Scott ,  Matt  
Organizer
N/A		$76,027$793$1,522$78,342
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 		Sears ,  Steven  
Field Representative
N/A		$81,309$1,151$56$82,516
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 		Shidaker ,  Rick   A
Executive Director
N/A		$132,860$843$47$133,750
I
Schedule 15
Representational Activities 		34 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		55 %
A
B
C 		Simmons ,  Jill   R
Field Representative
N/A		$54,127$813$54,940
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 		Staudinger ,  Teri  
Field Representative
N/A		$81,309$804$445$82,558
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 		Tift ,  James  
Field Representative
N/A		$83,289$804$1,672$85,765
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 		Welp ,  Timothy  
Field Representative
N/A		$20,950$191$124$21,265
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 		Williams ,  Hobe  
Field Representative
N/A		$69,931$961$1,221$72,113
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Wilcox ,  Amanda  
Secretary
N/A		$50,143$50,143
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		70 %
A
B
C 		Younce ,  Shawn  
Custodian/Maintenance
N/A		$49,834$793$50,627
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		Zell ,  Jacqueline   R
Secretary
N/A		$49,834$49,834
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		10 % Schedule 19
Administration 		90 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$6,620$132$109$6,861
I Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
Total Employee Disbursements$2,600,720$0$26,043$16,067$2,642,830
Less Deductions    $551,319
Net Disbursements    $2,091,511
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 514-601

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 13,130 
Agency Fee Payers*136
Total Members/Fee Payers13,266 
*Agency Fee Payers are not considered members of the labor organization.
Regular13,130Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 514-601

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$396,595
2. Named Payer Non-itemized Receipts$52,374
3. All Other Receipts$162,336
4. Total Receipts$611,305
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$13,068
5. All Other Disbursements$76,447
6. Total Disbursements$89,515
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$36,962
2. Named Payee Non-itemized Disbursements$16,051
3. To Officers$0
4. To Employees$1,830,017
5. All Other Disbursements$16,658
6. Total Disbursements$1,899,688
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$343,827
2. Named Payee Non-itemized Disbursements$80,365
3. To Officers$0
4. To Employees$162,449
5. All Other Disbursements$67,677
6. Total Disbursements$654,318
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$145,750
2. Named Payee Non-itemized Disbursements$20,250
3. To Officers$21,345
4. To Employees$144,312
5. All Other Disbursements$30,425
6. Total Disbursements$362,082
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$227,459
2. Named Payee Non-itemized Disbursements$21,408
3. To Officers$33,265
4. To Employees$492,985
5. All Other Disbursements$8,930
6. Total Disbursements$784,047
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 514-601

Name and Address
(A)
American Federation of Teachers

555 New Jersey Ave NW
Washington
DC
20001
Type or Classification
(B)
Labor union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$396,595
Total Non-Itemized Transactions with this Payee/Payer$40,927
Total of All Transactions with this Payee/Payer for This Schedule$437,522
Expense reimbursement06/15/2020$56,469
Expense reimbursement10/15/2020$110,454
Formula rebate11/15/2020$6,254
Expense reimbursement12/15/2020$47,087
Expense reimbursement02/15/2021$22,432
Expense reimbursement04/15/2021$45,010
Expense reimbursement05/15/2021$20,585
PIPE06/05/2020$5,996
PIPE06/10/2020$6,066
Solidarity08/20/2020$13,804
Solidarity11/12/2020$25,965
PIPE11/18/2020$5,312
Solidarity04/29/2021$13,292
Solidarity05/03/2021$17,869
Name and Address
(A)
American United Life Insurance Company

1 American Sq Ste 368
Indianapolis
IN
46282
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,447
Total of All Transactions with this Payee/Payer for This Schedule$11,447
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 514-601

Name and Address
(A)
Bridgetown Publishing

5300 N Channel Ave
Portland
OR
97217
Type or Classification
(B)
Publishing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$36,962
Total Non-Itemized Transactions with this Payee/Payer$8,620
Total of All Transactions with this Payee/Payer for This Schedule$45,582
Publishing06/15/2020$9,538
Publishing09/15/2020$7,073
Publishing11/15/2020$6,447
Publishing03/15/2021$7,083
Publishing05/15/2021$6,821
Name and Address
(A)
Oregon Media Group
77000

Detroit
MI
48277
Type or Classification
(B)
Publishing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,431
Total of All Transactions with this Payee/Payer for This Schedule$7,431
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 514-601

Name and Address
(A)
CLC Northwest Oregon

3645 SE 32nd Ave
Portland
OR
97202
Type or Classification
(B)
Labor council
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$16,750
Total Non-Itemized Transactions with this Payee/Payer$20,250
Total of All Transactions with this Payee/Payer for This Schedule$37,000
Dues06/15/2020$16,750
Name and Address
(A)
Columbia Public Affairs
68445

Portland
OR
97268
Type or Classification
(B)
Lobbyist
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$9,000
Lobbying04/15/2021$9,000
Name and Address
(A)
Committee to Elect Shemia Fagan
42307

Portland
OR
97242
Type or Classification
(B)
Political Action Committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$40,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$40,000
Contribution10/15/2020$40,000
Name and Address
(A)
Eileen Kiely for Oregon

3270 North Vancouver Ave
Portland
OR
97227
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 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution10/15/2020$5,000
Name and Address
(A)
Friends of Chris Gorsek
42307

Portland
OR
97242
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 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution10/15/2020$5,000
Name and Address
(A)
Friends of Deb Patterson

325 Lincoln St
Salem
OR
97302
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 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution10/15/2020$5,000
Name and Address
(A)
Friends of Melissa Cribbins
42307

Portland
OR
97242
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 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution10/15/2020$5,000
Name and Address
(A)
Friends of Paul Evans
42307

Portland
OR
97242
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 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution10/15/2020$5,000
Name and Address
(A)
Friends of Rob Wagner
1893

Lake Grove
OR
97035
Type or Classification
(B)
Political Action Committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,000
Contribution10/15/2020$10,000
Name and Address
(A)
Jackie for Salem
547

Salem
OR
97308
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 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution10/15/2020$5,000
Name and Address
(A)
Laural O'Rourke for 4j

6125 Fernhill Loop
Springfield
OR
97478
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 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution04/21/2021$5,000
Name and Address
(A)
Northwest Accountability Project

2010 Massachusetts Ave NW
Washington DC
DC
20036
Type or Classification
(B)
Social Welfare Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution02/15/2021$5,000
Name and Address
(A)
Oregon Center for Public Policy

6420 Macadam Ave Ste 200
Portland
OR
97239
Type or Classification
(B)
Economic Research Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,000
Contribution01/15/2021$10,000
Name and Address
(A)
Oregon Labor Candidate School
86161

Portland
OR
97286
Type or Classification
(B)
Training School
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,000
Contribution04/15/2021$10,000
Name and Address
(A)
Our Oregon

813 SW Alder St Ste 800A
Portland
OR
97205
Type or Classification
(B)
Legislative Tracking Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Legislative tracking service04/15/2021$5,000
Name and Address
(A)
Tom Di Liberto for 4j

4084 Alder St
Eugene
OR
97405
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 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution04/21/2021$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 514-601

There was no data found for this schedule.

SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 514-601

Name and Address
(A)
Allstream

18110 SE 34th St Bldg 1
Vancouver
WA
98683
Type or Classification
(B)
Telecommunications
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,005
Total of All Transactions with this Payee/Payer for This Schedule$6,005
Name and Address
(A)
American Federation of Teachers

555 New Jersey Ave NW
Washington
DC
20001
Type or Classification
(B)
Labor Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$54,366
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$54,366
Liability Insurance06/15/2020$54,366
Name and Address
(A)
Boldt Carlisle + Smith

1255 Lee St SE, Ste 210
Salem
OR
97302
Type or Classification
(B)
CPA Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,500
Tax and audit06/15/2020$8,500
Name and Address
(A)
CenturyLink
91155

Seattle
WA
98111
Type or Classification
(B)
Telecommunications
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,712
Total of All Transactions with this Payee/Payer for This Schedule$8,712
Name and Address
(A)
Comcast
34744

Seattle
WA
98124
Type or Classification
(B)
Telecommunications
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$21,292
Total of All Transactions with this Payee/Payer for This Schedule$21,292
Name and Address
(A)
CompEx, LLC

6107 SW Murray Blvd #309
Beaverton
OR
97008
Type or Classification
(B)
Technology Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$78,704
Total Non-Itemized Transactions with this Payee/Payer$4,530
Total of All Transactions with this Payee/Payer for This Schedule$83,234
Technology consulting and services10/15/2020$13,490
Technology consulting and services12/15/2020$22,171
Technology consulting and services01/15/2021$7,690
Technology consulting and services02/15/2021$8,706
Technology consulting and services04/15/2021$14,994
Technology consulting and services05/15/2021$11,653
Name and Address
(A)
Detemple Company

5636 NE Hassalo St
Portland
OR
97213
Type or Classification
(B)
Plumbing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,994
Total Non-Itemized Transactions with this Payee/Payer$799
Total of All Transactions with this Payee/Payer for This Schedule$11,793
HVAC repairs11/15/2020$5,240
HVAC repairs12/15/2020$5,754
Name and Address
(A)
Marion County Tax Collector
3416

Portland
OR
97208
Type or Classification
(B)
County
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$42,825
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$42,825
Property taxes10/15/2020$42,825
Name and Address
(A)
Metro

3506 NE 35th Ave
Portland
OR
97210
Type or Classification
(B)
Postage
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,911
Total Non-Itemized Transactions with this Payee/Payer$24,702
Total of All Transactions with this Payee/Payer for This Schedule$30,613
Postage06/15/2020$5,911
Name and Address
(A)
Portland General Electric
4438

Portland
OR
97208
Type or Classification
(B)
Electric Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,865
Total of All Transactions with this Payee/Payer for This Schedule$11,865
Name and Address
(A)
Ricoh USA
650073

Dallas
TX
75265
Type or Classification
(B)
Office Equipment Lease
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$63,376
Total Non-Itemized Transactions with this Payee/Payer$2,460
Total of All Transactions with this Payee/Payer for This Schedule$65,836
Printer/copier06/15/2020$15,608
Printer/copier10/15/2020$15,560
Printer/copier01/15/2021$15,861
Printer/copier04/15/2021$16,347
Name and Address
(A)
SingerLewak
80602

Industry
CA
91716
Type or Classification
(B)
CPA Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$22,900
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$22,900
Tax and audit11/15/2020$22,900
Name and Address
(A)
Union Insurance Group

2125 W Roscoe St
Chicago
IL
60618
Type or Classification
(B)
Insurance Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$56,251
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$56,251
Insurance08/15/2020$13,169
Insurance11/15/2020$14,326
Insurance02/15/2021$17,319
Insurance05/15/2021$11,437
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 514-601

Name and Address
(A)
Frank Doolittle

11811 NE 1st St Ste A-209
Bellevue
WA
98005
Type or Classification
(B)
Union Product Vendor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,459
Total Non-Itemized Transactions with this Payee/Payer$12,739
Total of All Transactions with this Payee/Payer for This Schedule$24,198
Branded merchandise02/15/2021$11,459
Name and Address
(A)
Michael Tedesco Law Group

12780 SE Stark St
Portland
OR
97233
Type or Classification
(B)
Attorney
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$216,000
Total Non-Itemized Transactions with this Payee/Payer$300
Total of All Transactions with this Payee/Payer for This Schedule$216,300
Legal services06/15/2020$18,000
Legal services07/15/2020$18,000
Legal services08/15/2020$18,000
Legal services09/15/2020$18,000
Legal services10/15/2020$18,000
Legal services11/15/2020$18,000
Legal services12/15/2020$18,000
Legal services01/15/2021$18,000
Legal services02/15/2021$18,000
Legal services03/15/2021$18,000
Legal services04/15/2021$18,000
Legal services05/15/2021$18,000
Name and Address
(A)
Oregon AFSCME

1400 Tandem Ave NE
Salem
OR
97301
Type or Classification
(B)
Labor union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,369
Total of All Transactions with this Payee/Payer for This Schedule$8,369
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 514-601

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$1,126,140
Health Savings Account ContributionAmerican Fidelity$3,750
Life InsuranceAmerican United Life$3,645
Health InsuranceKaiser Foundation$206,522
Health InsuranceMODA Health$509,736
Vision InsuranceVision Benefit$6,638
401(k) ContributionsThe Retirement Plan Company$388,930
Workers' compSAIF$6,919
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 514-601


Question 11(a):

Question 11(a): : Oregon School Employees Association - Voice of Involved Classified Employees (#2307) School Employees Exercising Democracy (#249)

Question 12: An audit is performed by SingerLewak, LLP.

Statement A,

Cash Begin Total: In previous years, the local chapters were considered to be separate entities. Beginning in the prior fiscal year, the Association provided the local chapters with the option of consolidating their financial activity with the Associations to minimize the reporting requirements of the local chapters. In the 2021 fiscal year, 9 additional local chapters chose to consolidate their financial information with the Association. A prior period adjustment in the amount of $86,440 was made to record these local chapters cash balances as of May 31, 2020.

Schedule 13, Row1:

Schedule 13, Row1:Members are those who sign membership cards. They pay full dues and therefore enjoy all the benefits of membership including the rights to fully participate in the internal activities of the union. Regular membership also confers the right to vote in union elections and the union contract.

Schedule 13, Row1:

Schedule 13, Row1:
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)