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

This report is mandatory under P.L. 86-257, as amended.  Failure to comply may result in criminal prosecution, fines, or civil penalties as provided by 29 U.S.C. 439 or 440.
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.
For Official Use Only
1. FILE NUMBER
512-443
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.)
STATE FEDERATION
 6. DESIGNATION NBR
8035
7. UNIT NAME (if any)
OREGON
8. MAILING ADDRESS (Type or print in capital letters)
First Name
Jaime
 Last Name
Rodriguez
P.O Box - Building and Room Number

Number and Street
10228 SW CAPITOL HWY
City
PORTLAND
State
OR		 ZIP Code + 4
97219


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:Jaime RodriguezPRESIDENT71. SIGNED:Melody HansenTREASURER
Date:Sep 28, 2021Telephone Number:503-933-8471Date:Sep 29, 2021Telephone Number:971-226-8996
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 512-443
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?Yes
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)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?Yes
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?04/2023
20. How many members did the labor organization have at the end of the reporting period?8,654
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Feesvariouspermonth.055019.064285
(b) Working Dues/Feesper
(c) Initiation Feesper
(d) Transfer Feesper
(e) Work Permitsper

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 512-443

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $3,528,821$3,919,851
23. Accounts Receivable1$252,345$415,263
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $0$0
26. Investments5$0$0
27. Fixed Assets6$954,084$929,156
28. Other Assets7$18,745$20,043
29. TOTAL ASSETS $4,753,995$5,284,313

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$10,536$3,693
31. Loans Payable9$0$0
32. Mortgages Payable $303,552$268,080
33. Other Liabilities10$66,387$85,027
34. TOTAL LIABILITIES $380,475$356,800
35. NET ASSETS$4,373,520$4,927,513
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 512-443

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $0
37. Per Capita Tax $1,760,533
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $0
41. Dividends $0
42. Rents $0
43. Sale of Investments and Fixed Assets3$0
44. Loans Obtained9$29,558
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $32,164
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$240,834
49. TOTAL RECEIPTS $2,063,089
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$575,112
51. Political Activities and Lobbying16$129,061
52. Contributions, Gifts, and Grants17$52,906
53. General Overhead18$454,199
54. Union Administration19$74,256
55. Benefits20$252,003
56. Per Capita Tax $187
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$2,900
61. Loans Made2$0
62. Repayment of Loans Obtained9$29,558
63. To Affiliates of Funds Collected on Their Behalf $30,807
64. On Behalf of Individual Members $0
65. Direct Taxes $71,070
  
66. Subtotal $1,672,059
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$195,537  
  67b. Less Total Disbursed$195,537  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $1,672,059
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 512-443

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$51,214$51,214$0$0
Totals from all other accounts receivable$364,049   
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $415,263$51,214$0$0
Local 2277$35,521$35,521
Local 2417$15,693$15,693
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 512-443

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A) 		Loans
Outstanding at
Start of Period
(B) 		Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1) 		Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not listed above$0$0$0$0$0
Total of all lines above$0$0$0$0$0
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 512-443

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$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 512-443

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$2,900$2,175$2,900
Computer$2,900$2,175$2,900
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$2,900
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 512-443

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: 512-443

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      10228 SW Capitol Hwy, Tigard, OR$165,240 $165,240$165,240
B. Buildings (give location)    
Building  1 :      10228 SW Capitol Hwy, Tigard, OR$982,362$226,699$755,663$755,663
C. Automobiles and Other Vehicles$0$0$0$0
D. Office Furniture and Equipment$61,346$53,093$8,253$8,253
E. Other Fixed Assets$0$0$0$0
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,208,948$279,792$929,156$929,156
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 512-443

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $20,043
Prepaid Expenses$17,877
Loan Costs net of accumulated amortization$2,166
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 512-443

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$3,693$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $3,693$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 512-443

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$29,558$29,558$0$0
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
Charles Schwab$0$29,558$29,558$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 512-443

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $85,027
Payroll withholdings payable$22,120
Accrued Vacation$62,907
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 512-443

(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 		Rodriguez ,  Jaime  
President
C		$102,970$0$3,825$0$106,795
I
Schedule 15
Representational Activities 		7 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		90 % Schedule 19
Administration 		0 %
A
B
C 		Cain ,  Shaun  
Secretary
C		$697$697
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Cooper ,  Ted  
VP
C		$400$400
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 		Currin ,  Louise  
Retiree Liaison
C		$650$650
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 		Daniels ,  Hazel  
VP
C		$749$749
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 		Davis ,  Edward  
VP
N		$250$250
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 		Erbs ,  Ira  
VP
C		$650$650
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 		Gillooly_Kress ,  Ellen  
VP
N		$749$749
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 		Grider ,  Jeff  
Executive VP
C		$450$450
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 		Hansen ,  Melody  
Treasurer
C		$450$450
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 		Hughes ,  Chloe  
VP
C		$749$749
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 		Jacob ,  Ariana  
VP
C		$400$400
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 		Peterman ,  Kayleigh  
VP of Political Action
C		$450$450
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 		St. Lorenz ,  Anna  
VP
C		$749$749
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 		Timmermann ,  DeAnna  
VP
C		$699$699
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 		Hernandez Vasque ,  Anastasia  
VP
C		$699$699
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$102,970$0$12,616$0$115,586
Less Deductions    $40,325
Net Disbursements    $75,261
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 512-443

(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 		Lally ,  Bryan  
Field Rep
n/a		$96,040$900$96,940
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 		Andersen ,  Daniel  
Field Rep
n/a		$88,643$900$89,543
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		3 %
A
B
C 		Bartholomew ,  Karen  
Admin
n/a		$89,646$2,077$91,723
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 		White ,  Marylou  
Field Rep
n/a		$55,702$3,801$59,503
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 		Vasquez-Garcia ,  Mayra  
Field Rep
n/a		$62,762$2,081$64,843
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 		Glase ,  Rob  
Field Rep
n/a		$84,178$900$85,078
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 		Sevey ,  Sarah   C
Fin Op Dir
n/a		$83,279$1,625$84,904
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 		Mahoney-Watson ,  William   A
Field Rep
n/a		$50,468$939$51,407
I
Schedule 15
Representational Activities 		43 % Schedule 16
Political Activities and Lobbying 		17 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		40 % Schedule 19
Administration 		0 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$41,868$41,868
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 Employee Disbursements$652,586$0$13,223$0$665,809
Less Deductions    $155,212
Net Disbursements    $510,597
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 512-443

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 8,654 
Agency Fee Payers*8
Total Members/Fee Payers8,662 
*Agency Fee Payers are not considered members of the labor organization.
Salary $98,038+254Yes
Salary $42,395-$98,037.992,844Yes
Salary $29,676-$42,394.991,109Yes
Salary $18,018-$29,675.991,809Yes
Salary $10,599-$18,017.99747Yes
Salary $10,598.99 or less1,451Yes
Leave/ Layoff440Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 512-443

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$159,349
2. Named Payer Non-itemized Receipts$57,354
3. All Other Receipts$24,131
4. Total Receipts$240,834
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$20,000
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$32,906
6. Total Disbursements$52,906
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$40,500
2. Named Payee Non-itemized Disbursements$34,647
3. To Officers$7,476
4. To Employees$456,298
5. All Other Disbursements$36,191
6. Total Disbursements$575,112
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$40,285
2. Named Payee Non-itemized Disbursements$100,089
3. To Officers$96,116
4. To Employees$198,085
5. All Other Disbursements$19,624
6. Total Disbursements$454,199
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$80,250
2. Named Payee Non-itemized Disbursements$35,750
3. To Officers$3,204
4. To Employees$8,739
5. All Other Disbursements$1,118
6. Total Disbursements$129,061
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$23,108
2. Named Payee Non-itemized Disbursements$22,687
3. To Officers$8,791
4. To Employees$2,686
5. All Other Disbursements$16,984
6. Total Disbursements$74,256
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 512-443

Name and Address
(A)
American Federation of Teachers

555 New Jersey Ave
Washington
DC
20001
Type or Classification
(B)
Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$153,349
Total Non-Itemized Transactions with this Payee/Payer$57,354
Total of All Transactions with this Payee/Payer for This Schedule$210,703
Solidarity Fund Assistance07/13/2020$8,322
Solidarity Fund Assistance07/22/2020$16,006
Solidarity Fund Assistance11/19/2020$9,210
Solidarity Fund Assistance12/10/2020$5,139
Solidarity Fund Assistance02/04/2021$12,250
Solidarity Fund Assistance04/30/2021$20,428
AFT Reimbursement10/28/2020$19,324
AFT Reimbursement01/19/2021$18,022
AFT Reimbursement04/12/2021$18,087
MOI reimbursement12/17/2020$5,768
MOI reimbursement02/11/2021$9,568
MOI Reimbursement04/08/2021$5,225
Oregon Higher Ed09/10/2020$6,000
Name and Address
(A)
William Shields

4055 NE 9th
Portland
OR
97212
Type or Classification
(B)
Grantor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,000
Pass thru grant for Columbia Public Affairs advoca10/22/2020$6,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 512-443

Name and Address
(A)
Coalition of Graduate Employees Local

101 NW 23rd
Corvallis
OR
97330
Type or Classification
(B)
Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,500
Total Non-Itemized Transactions with this Payee/Payer$1,585
Total of All Transactions with this Payee/Payer for This Schedule$8,085
Local Assistance Grant06/11/2021$6,500
Name and Address
(A)
Graduate Teaching Fellow Federation

609 E. 13th St
Eugene
OR
97405
Type or Classification
(B)
Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$13,000
Hardship Fund Contribution02/05/2021$5,000
Local Assistance Grant06/11/2021$8,000
Name and Address
(A)
Hillsboro Classified United Union 4671

245 Se Fourth Ave
Hillsboro
OR
97123
Type or Classification
(B)
Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,500
Local Assistance Grant06/11/2021$6,500
Name and Address
(A)
PCC Faculty Federation
PO Box 19389

Portland
OR
97280
Type or Classification
(B)
Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,000
Salary/Benefit/Assistance for JD06/11/2021$8,000
Name and Address
(A)
PCC Federation of Classified Employees
PO Box 19526

Portland
OR
97280
Type or Classification
(B)
Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,500
Local Assistance Grant06/11/2021$6,500
Name and Address
(A)
Portland Federation of School Professionals

1110 SE Alder Street
Portland
OR
97214
Type or Classification
(B)
Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$23,062
Total of All Transactions with this Payee/Payer for This Schedule$23,062
Name and Address
(A)
United Academics Local 3209

872 East 13th Avenue
Eugene
OR
97401
Type or Classification
(B)
Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,000
Total of All Transactions with this Payee/Payer for This Schedule$10,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 512-443

Name and Address
(A)
AFT-Oregon Candidate PAC

10228 SW Capitol Hwy
Portland
OR
97219
Type or Classification
(B)
PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$52,750
Total Non-Itemized Transactions with this Payee/Payer$10,000
Total of All Transactions with this Payee/Payer for This Schedule$62,750
AFT-OR Candidate PAC transfers09/01/2020$47,000
AFT-OR Candidate PAC transfers10/07/2020$5,750
Name and Address
(A)
Columbia Public Affairs
PO Box 68445

Portland
OR
97268
Type or Classification
(B)
Consulting/Advocacy
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,000
Total of All Transactions with this Payee/Payer for This Schedule$7,000
Name and Address
(A)
No Cuts to PERS LLC

9407 SW Maplewood Dr.
Tigard
OR
97223
Type or Classification
(B)
Coalition
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$22,500
Total Non-Itemized Transactions with this Payee/Payer$7,500
Total of All Transactions with this Payee/Payer for This Schedule$30,000
Legislation lobbying06/11/2021$11,250
Legislation lobbying01/08/2021$11,250
Name and Address
(A)
Our Oregon

525 NE Oregon Suite 525
Portland
OR
97232
Type or Classification
(B)
Issues Coalition
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
2020 Van Access10/02/2020$5,000
Name and Address
(A)
Strategies 360

150 westlake ave
seattle
WA
98109
Type or Classification
(B)
Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,250
Total of All Transactions with this Payee/Payer for This Schedule$11,250
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 512-443

Name and Address
(A)
Oregon Center for Public Policy

6420 S Macadam Ave, Ste 200
Portlland
OR
97239
Type or Classification
(B)
Consulting
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
Contribution 01/08/2021$10,000
Name and Address
(A)
Oregon Labor Candidate School

3645 SE 32ND AVE
Portland
OR
97202
Type or Classification
(B)
Labor Candidate 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
Contribution 09/18/2020$10,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 512-443

Name and Address
(A)
Chase Bank


Columbus
OH
43224-0696
Type or Classification
(B)
Bank/Lender
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$47,908
Total of All Transactions with this Payee/Payer for This Schedule$47,908
Name and Address
(A)
Lauka Mcguire PC

3511 SE Milwaukie Ave
Portland
OR
97202
Type or Classification
(B)
Certified Public Accountants
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$22,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$22,000
Audit and Tax Preparation10/02/2020$10,000
Audit and Tax Preparation12/04/2020$12,000
Name and Address
(A)
Multnomah County Tax Collector

501 Se Hawthorn #175
Portland
OR
97214
Type or Classification
(B)
Property Tax
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$18,285
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$18,285
Property Tax10/30/2020$18,285
Name and Address
(A)
Portland General Electric
PO Box 4438

Portland
OR
97208
Type or Classification
(B)
Utilities
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,541
Total of All Transactions with this Payee/Payer for This Schedule$6,541
Name and Address
(A)
Shaniko Industrial


Vancouver
WA
Type or Classification
(B)
Construction
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,655
Total of All Transactions with this Payee/Payer for This Schedule$5,655
Name and Address
(A)
Stumptown IT


Portland
OR
Type or Classification
(B)
Information Technology
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,090
Total of All Transactions with this Payee/Payer for This Schedule$10,090
Name and Address
(A)
US Bank Equipment Finance
PO Box 790448

St. Louis
MI
63179
Type or Classification
(B)
Office Equipment Lease
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$29,895
Total of All Transactions with this Payee/Payer for This Schedule$29,895
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 512-443

Name and Address
(A)
Bloomberg BNA


Arlington
VA
Type or Classification
(B)
Subscriptions/Publication
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,012
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,012
Subscription July 2020-July 202107/11/2020$6,012
Name and Address
(A)
Tedesco Law Group

12780 SE Stark St
Portland
OR
97233
Type or Classification
(B)
Law Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$17,096
Total Non-Itemized Transactions with this Payee/Payer$22,687
Total of All Transactions with this Payee/Payer for This Schedule$39,783
Legal Fees08/13/2020$5,460
Legal Fees04/02/2021$11,636
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 512-443

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$252,003
RetirementCharles Schwab$79,828
MedicalKaiser Permanente$151,997
DentalModa Health$14,579
Life InsurancePrincipal Life Insurance Company$5,599
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 512-443


Question 11(a):

Question 11(a): : : AFT Oregon Issue PAC, State of Oregon Secretary of State filing #005486, AFT Oregon Candidate PAC, State of Oregon Secretary of State Filing #000113, AFT Oregon Political and Legislative Action Network PAC, State of Oregon Secretary of State filing #14029, PAC activity and account balances have been excluded on the LM-2 and are publicly available from the state agency to whom they report.

Question 11(b):

Question 11(b): : : AFT-Oregon Building Trust 10228 SW Capitol Hwy Portland, OR 97219 The Building Trust activities are consolidated with Aft-Oregon activities for financial and LM-2 reporting

Question 12: An audit was performed by the following outside accountant: Lauka McGuire, PC

Question 16: AFT-Oregon has a mortgage loan secured by a first deed of trust on the office building. The loan balance was $268,080 and the approximate fair value of the building was $920,903.

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