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
540-538
2. PERIOD COVERED
From07/01/2020
Through06/30/2021
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.)
LOCAL UNION
 6. DESIGNATION NBR
5200
7. UNIT NAME (if any)
ALASKA PUBLIC EMPLOYEES ASSOCIATION
8. MAILING ADDRESS (Type or print in capital letters)
First Name
CHIP
 Last Name
VERRELLI
P.O Box - Building and Room Number
SUITE 306
Number and Street
211 FOURTH STREET
City
JUNEAU
State
AK		 ZIP Code + 4
99801


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:LEONARD D VERRELLI IIFinance Manager71. SIGNED:Sandra R Thompson WallaceTreasurer
Date:Sep 27, 2021Telephone Number:907-586-2334Date:Sep 27, 2021Telephone Number:907-562-1183
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 540-538
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?05/2022
20. How many members did the labor organization have at the end of the reporting period?4,065
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees58.20permonth12.5858.20
(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: 540-538

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $1,085,180$1,544,017
23. Accounts Receivable1$0$0
24. Loans Receivable2$0
25. U.S. Treasury Securities $0$0
26. Investments5$1,273,784$1,771,307
27. Fixed Assets6$118,186$90,873
28. Other Assets7$14,271$41,992
29. TOTAL ASSETS $2,491,421$3,448,189

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$0
31. Loans Payable9$0$356,790
32. Mortgages Payable $0$0
33. Other Liabilities10$28,713$20,169
34. TOTAL LIABILITIES $28,713$376,959
35. NET ASSETS$2,462,708$3,071,230
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 540-538

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $3,104,465
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $51,746
39. Sale of Supplies $0
40. Interest $26,685
41. Dividends $0
42. Rents $17,880
43. Sale of Investments and Fixed Assets3$81,664
44. Loans Obtained9$356,790
45. Repayments of Loans Made2
46. On Behalf of Affiliates for Transmittal to Them $69,039
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$318,642
49. TOTAL RECEIPTS $4,026,911
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$1,071,335
51. Political Activities and Lobbying16$93,933
52. Contributions, Gifts, and Grants17$0
53. General Overhead18$386,411
54. Union Administration19$358,715
55. Benefits20$588,434
56. Per Capita Tax $618,914
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$261,550
61. Loans Made2
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $69,873
64. On Behalf of Individual Members $0
65. Direct Taxes $119,481
  
66. Subtotal $3,568,646
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$460,279  
  67b. Less Total Disbursed$459,707  
  67c. Total Withheld But Not Disbursed $572
68. TOTAL DISBURSEMENTS $3,568,074
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 540-538

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: 540-538

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: 540-538

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$93,879$93,879$91,860$91,860
Mutual funds$93,879$93,879$91,860$91,860
Less Reinvestments$10,196
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$81,664
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 540-538

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$271,746$271,746$271,746
Investment purchases$271,746$271,746$271,746
 Less Reinvestments$10,196
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$261,550
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 540-538

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost$1,382,931
B. Total Book Value$1,771,307
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • Vanguard Total Stock Mutual Fund
$111,410
  • Vanguard Value ETF Mutual Fund
$201,929
  • Vanguard Growth ETF
$210,519
  • Ishares US Healthcare
$224,828
  • Select Sector SPDR TR
$147,660
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)) $1,771,307
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 540-538

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      Fairbanks, AK$37,500 $37,500$69,000
B. Buildings (give location)    
Building  1 :      Fairbanks, AK$282,664$259,394$23,270$176,000
C. Automobiles and Other Vehicles
D. Office Furniture and Equipment$502,748$472,645$30,103$31,000
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $822,912$732,039$90,873$276,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 540-538

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $41,992
Refundable deposits$1,369
Due from affiliates$9,252
Health and legal trust advanced expenses$4,161
Other receivables$27,210
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 540-538

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: 540-538

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$356,790$0$0$356,790
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
PPP Loan$0$356,790$0$0$356,790
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 540-538

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $20,169
Damage deposits$1,200
Due to related parties$5,116
Capital lease obligations$12,985
Sales tax payable$80
Payroll liabilities$278
Dues withheld, payable$510
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 540-538

(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 		Affatato ,  Paul  
Board Member
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Bertagnoli ,  Joe  
Board Member
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Bult-Ito ,  Abel  
Board Member
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Cairns ,  Chris  
Board Member
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Carnahan ,  Liam  
Board Member
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Clemons ,  Sara  
Board Member
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Derifield ,  Cheryl  
Board Member
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Edwards ,  Nelta  
Board Member
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Evans ,  Walter  
Board Member
P		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Heselton ,  Rita  
Board Member
P		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Hinterberger ,  Tim  
Board Member
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Hoffbeck ,  Sharon  
Board Member
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Knight ,  Ruth  
Board Member
N		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Koons ,  Deborah  
Board Member
P		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Lund ,  Mike  
Board Member
N		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Manning ,  Cecily  
President
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		McCrummen ,  Dan  
Board Member
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		McPherson ,  Ann  
Board Member
N		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Miller ,  Mike  
Board Member
P		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Murphy ,  Robert  
Executive VP
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Owens ,  Brad  
Board Member
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Pierce ,  Harold  
Board Member
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Polumsky ,  Fran  
Board Member
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Rickard ,  Anthony  
Board Member
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Runion ,  Kent  
Board Member
P		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Showalter ,  Shelly  
Board Member
P		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Silva ,  Charles  
Board Member
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Sutterfield ,  Dane  
Board Member
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Tamagni ,  Amey  
Board Member
P		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Thompson ,  Sandy  
Secretary/Treasurer
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Voorhees ,  Stephanie  
Board Member
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		White ,  John  
Board Member
P		$0$0$220$0$220
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Woods ,  Alicia  
Board Member
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
Total Officer Disbursements$0$0$220$0$220
Less Deductions     
Net Disbursements    $220
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 540-538

(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 		Agee ,  Adriane  
admin assistant
NONE		$51,106$0$300$0$51,406
I
Schedule 15
Representational Activities 		88 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		6 % Schedule 19
Administration 		6 %
A
B
C 		Bennett ,  Jackie  
admin assistant
NONE		$28,526$0$0$0$28,526
I
Schedule 15
Representational Activities 		88 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		6 % Schedule 19
Administration 		6 %
A
B
C 		Bernaldo ,  Kristine  
accounting tech
NONE		$57,052$0$0$0$57,052
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		87 % Schedule 19
Administration 		13 %
A
B
C 		Courtright ,  Stephen  
field rep
NONE		$60,276$0$1,893$0$62,169
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 		Flenaugh ,  Carrie  
admin assistant
NONE		$65,556$0$0$0$65,556
I
Schedule 15
Representational Activities 		76 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		24 %
A
B
C 		Gray ,  Carol  
admin assistant
NONE		$69,888$0$0$0$69,888
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 		Kasper ,  Jeffrey  
se regional manager
NONE		$120,407$0$58$0$120,465
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		3 %
A
B
C 		Knight ,  Anne  
field rep
NONE		$84,727$0$238$0$84,965
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 		Koskie ,  Michael  
regional manager
NONE		$111,728$0$1,532$0$113,260
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 		Madsen ,  Jennifer  
field associate
NONE		$111,636$0$244$0$111,880
I
Schedule 15
Representational Activities 		71 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		29 %
A
B
C 		Malaby ,  Glendia  
field associate
NONE		$61,257$0$0$0$61,257
I
Schedule 15
Representational Activities 		88 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		6 % Schedule 19
Administration 		6 %
A
B
C 		Penner ,  Brian  
business manager
NONE		$125,552$0$6$0$125,558
I
Schedule 15
Representational Activities 		8 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		92 %
A
B
C 		Roach ,  Jason  
field rep
NONE		$81,624$0$1,667$0$83,291
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 		Rogers ,  Lori  
admin assistant
NONE		$25,655$0$118$0$25,773
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Rohrbacher ,  Miguel  
sapo
NONE		$66,679$0$0$0$66,679
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		100 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Speciale ,  Michael  
field rep
NONE		$71,465$0$532$0$71,997
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 		Strong ,  Barbara  
admin assistant
NONE		$59,194$0$0$0$59,194
I
Schedule 15
Representational Activities 		7 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		7 % Schedule 19
Administration 		86 %
A
B
C 		Verrelli ,  Chip  
finance officer
NONE		$163,590$0$73$0$163,663
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		88 % Schedule 19
Administration 		12 %
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$1,415,918$0$6,661$0$1,422,579
Less Deductions     
Net Disbursements    $1,422,579
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 540-538

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 4,065 
Agency Fee Payers*0
Total Members/Fee Payers4,065 
*Agency Fee Payers are not considered members of the labor organization.
Public sector3,998Yes
Private sector67Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 540-538

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$261,943
2. Named Payer Non-itemized Receipts$8,560
3. All Other Receipts$48,139
4. Total Receipts$318,642
     
     
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$0
5. All Other Disbursements$0
6. Total Disbursements$0
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$37,374
2. Named Payee Non-itemized Disbursements$137,808
3. To Officers$0
4. To Employees$797,322
5. All Other Disbursements$98,831
6. Total Disbursements$1,071,335
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$25,800
2. Named Payee Non-itemized Disbursements$37,444
3. To Officers$0
4. To Employees$276,161
5. All Other Disbursements$47,006
6. Total Disbursements$386,411
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$15,086
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$67,884
5. All Other Disbursements$10,963
6. Total Disbursements$93,933
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$40,650
2. Named Payee Non-itemized Disbursements$36,633
3. To Officers$220
4. To Employees$281,212
5. All Other Disbursements$0
6. Total Disbursements$358,715
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 540-538

Name and Address
(A)
AMERICAN FEDERATION OF TEACHERS

555 New Jersey Ave NW
Washington
DC
20001
Type or Classification
(B)
Labor organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$152,356
Total Non-Itemized Transactions with this Payee/Payer$8,560
Total of All Transactions with this Payee/Payer for This Schedule$160,916
SAPO Grants & solidarity expenses09/30/2020$21,358
SAPO Grants & solidarity expenses10/31/2020$19,214
SAPO Grants & solidarity expenses12/30/2020$32,487
SAPO Grants & solidarity expenses01/31/2021$9,704
SAPO Grants & solidarity expenses02/28/2021$36,543
SAPO Grants & solidarity expenses05/31/2021$33,050
Name and Address
(A)
APEA/AFT LEGAL TRUST

211 4th St. Ste. 306
Juneau
AK
99801
Type or Classification
(B)
Employee benefit plan
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$109,587
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$109,587
Staff service reimbursement07/31/2020$9,105
Staff service reimbursement10/30/2020$27,366
Staff service reimbursement11/20/2020$9,165
Staff service reimbursement01/05/2021$18,297
Staff service reimbursement04/02/2021$18,284
Staff service reimbursement04/30/2021$9,128
Staff service reimbursement05/28/2021$9,121
Staff service reimbursement06/25/2021$9,121
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 540-538

Name and Address
(A)
ALASKA COMMUNICATIONS SYST.
PO BOX 196666

Anchorage
AK
99519
Type or Classification
(B)
Telephone services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,703
Total of All Transactions with this Payee/Payer for This Schedule$12,703
Name and Address
(A)
ASSEMBLY PROPERTY, LLC

211 4th St. Ste. 305
Juneau
AK
99801
Type or Classification
(B)
Property Management
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$47,825
Total of All Transactions with this Payee/Payer for This Schedule$47,825
Name and Address
(A)
EHESE INVESTMENTS, LLC

611 W DIMOND BLVD
Anchorage
AK
99515
Type or Classification
(B)
Property Management
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$55,959
Total of All Transactions with this Payee/Payer for This Schedule$55,959
Name and Address
(A)
JERRY REINWAND

2 Marine Way, Ste 219
Juneau
AK
99801
Type or Classification
(B)
Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,750
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,750
Lobbying04/02/2021$8,750
Name and Address
(A)
KIM HUTCHINSON

222 SEWARD ST #20
Juneau
AK
99801
Type or Classification
(B)
Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,750
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,750
Lobbying04/02/2021$8,750
Name and Address
(A)
SNOWCLOUD SERVICES
#35
230 S Franklin St
Juneau
AK
99801
Type or Classification
(B)
Computer services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$14,121
Total of All Transactions with this Payee/Payer for This Schedule$14,121
Name and Address
(A)
TOTEM

3310 ARCTIC BLVD, SUITE 200
ANCHORAGE
AK
99503
Type or Classification
(B)
Membership Association
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$19,874
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$19,874
Spring conference05/07/2021$19,874
Name and Address
(A)
WEINBERG, ROGER & ROSENFELD
STE 200
1001 MARINA VILLAGE PA
ALAMEDA
CA
94501
Type or Classification
(B)
Attorney
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,200
Total of All Transactions with this Payee/Payer for This Schedule$7,200
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 540-538

Name and Address
(A)
ALASKA STATE AFL/CIO

3333 Denali Street
Anchorage
AK
99503
Type or Classification
(B)
Labor Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,086
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,086
COPE SPECIAL ASSESSMENT01/07/2021$10,086
Name and Address
(A)
VOTE YES FOR ALASKA'S FAIR SHARE

921 W 6TH AVE
Anchorage
AK
99501
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
Travel10/12/2020$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 540-538

There was no data found for this schedule.

SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 540-538

Name and Address
(A)
ASSEMBLY PROPERTY, LLC

211 4th St. Ste. 305
Juneau
AK
99801
Type or Classification
(B)
Property Management
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$16,565
Total of All Transactions with this Payee/Payer for This Schedule$16,565
Name and Address
(A)
CLIFTONLARSONALLEN LLP.
#032 PO 31001-24

Pasadena
CA
91110
Type or Classification
(B)
CPA firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$17,892
Total Non-Itemized Transactions with this Payee/Payer$1,255
Total of All Transactions with this Payee/Payer for This Schedule$19,147
CPA & accounting services, audits10/01/2020$12,747
CPA & accounting services, audits12/30/2020$5,145
Name and Address
(A)
EHESE INVESTMENTS, LLC

611 W DIMOND BLVD
Anchorage
AK
99515
Type or Classification
(B)
Property Management
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$19,382
Total of All Transactions with this Payee/Payer for This Schedule$19,382
Name and Address
(A)
SHATTUCK AND GRUMMETT

301 SEWARD ST
Juneau
AK
99801
Type or Classification
(B)
Insurance agency
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,908
Total Non-Itemized Transactions with this Payee/Payer$242
Total of All Transactions with this Payee/Payer for This Schedule$8,150
Insurance expense12/16/2020$7,908
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 540-538

Name and Address
(A)
ASSEMBLY PROPERTY, LLC

211 4th St. Ste. 305
Juneau
AK
99801
Type or Classification
(B)
Property Management
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$16,881
Total of All Transactions with this Payee/Payer for This Schedule$16,881
Name and Address
(A)
BTS USA INC.
PO BOX 358132

Pittsburgh
PA
15251
Type or Classification
(B)
Training company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$15,000
Training for LMC training07/13/2020$15,000
Name and Address
(A)
BUSINESS TRAINING WORKS, INC.

9015 Katie Court
Port Tobacco
MD
20677
Type or Classification
(B)
Training company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,650
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$25,650
Training02/19/2021$12,825
Training02/26/2021$12,825
Name and Address
(A)
EHESE INVESTMENTS, LLC

611 W DIMOND BLVD
Anchorage
AK
99515
Type or Classification
(B)
Property Management
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$19,752
Total of All Transactions with this Payee/Payer for This Schedule$19,752
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 540-538

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$588,434
RETIREMENTALASKA ELECTRICAL TRUST FUNDS$29,659
RETIREMENTAPEA-AFT HEALTH & WELF. TRUST$167,085
LIFE INSURANCEUSAble LIFE$6,914
HEALTH INSURANCEAPEA-AFT HEALTH & WELF. TRUST$368,436
WORKERS COMPENSATION INSURANCEAlaska Dept. of Labor$13,916
LEGAL SERVICES BENEFIT (Legal Trust)APEA-AFT Legal Trust$2,424
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 540-538
Item 70 Title: The former president of the union is no longer with the organization. The former treasurer is now the president effective July 1, 2021.The finance manager is signing on behalf of the organization.Item 71 Title: The former president of the union is no longer with the organization. The former treasurer is now the president effective July 1, 2021.

Question 11(a):

Question 11(a): : : Employers political information committee, reports are filed with the Alaska Public Office Commission.

Question 12: Financial

Statements are audited by Clifton Larsen Allen, LLP.

Schedule 9, Row1:

Schedule 9, Row1:

Schedule 13, Row1:

Schedule 13, Row1::

Schedule 13, Row2:

Schedule 13, Row2:Private sector: Members working in the private sector also pay dues.

Schedule 13, Row2:

Schedule 13, Row2::

Schedule 13, Row1:

Schedule 13, Row1:Public sector: Members working in the public sector pay dues.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)