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
512-668
2. PERIOD COVERED
From09/01/2020
Through08/31/2021
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
NATIONAL EDUCATION ASN IND
5. DESIGNATION (Local, Lodge, etc.)
STATE ASSOCIATION
 6. DESIGNATION NBR

7. UNIT NAME (if any)
MAINE EDUCATION ASSOCIATION
8. MAILING ADDRESS (Type or print in capital letters)
First Name
TAMMY
 Last Name
SIMPSON
P.O Box - Building and Room Number

Number and Street
35 COMMUNITY DR
City
AUGUSTA
State
ME		 ZIP Code + 4
04330


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:Grace LeavittPRESIDENT71. SIGNED:Rachelle JohnsonExecutive Director
Date:Nov 19, 2021Telephone Number:207-622-4418Date:Nov 19, 2021Telephone Number:207-622-4418
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 512-668
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?Yes
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?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?$1,400,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?Yes
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?Yes
19. What is the date of the labor organization's next regular election of officers?05/2024
20. How many members did the labor organization have at the end of the reporting period?23,704
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Feesvariesperyear8445
(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: 512-668

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $3,119,178$3,922,873
23. Accounts Receivable1$204,278$183,722
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $0$0
26. Investments5$716,183$697,667
27. Fixed Assets6$966,445$933,877
28. Other Assets7$147,850$164,755
29. TOTAL ASSETS $5,153,934$5,902,894

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$136,665$138,111
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$722,188$763,791
34. TOTAL LIABILITIES $858,853$901,902
35. NET ASSETS$4,295,081$5,000,992
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 512-668

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $7,208,746
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $3,863
41. Dividends $15,186
42. Rents $0
43. Sale of Investments and Fixed Assets3$0
44. Loans Obtained9$0
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $3,562,967
47. From Members for Disbursement on Their Behalf $295
48. Other Receipts14$2,235,253
49. TOTAL RECEIPTS $13,026,310
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$3,036,484
51. Political Activities and Lobbying16$709,532
52. Contributions, Gifts, and Grants17$24,774
53. General Overhead18$1,290,770
54. Union Administration19$716,337
55. Benefits20$2,405,823
56. Per Capita Tax $0
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$39,225
61. Loans Made2$0
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $3,577,177
64. On Behalf of Individual Members $27,796
65. Direct Taxes $397,093
  
66. Subtotal $12,225,011
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$1,732,100  
  67b. Less Total Disbursed$1,729,704  
  67c. Total Withheld But Not Disbursed $2,396
68. TOTAL DISBURSEMENTS $12,222,615
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 512-668

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$183,722   
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $183,722$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 512-668

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: 512-668

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$53,982$53,982$54,826$54,826
Stocks$53,982$53,982$54,826$54,826
Less Reinvestments$54,826
(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: 512-668

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$94,051$94,051$94,051
Jeep Cherokee$32,817$32,817$32,817
Bonds$12,697$12,697$12,697
Stocks$23,320$23,320$23,320
Equipment $25,217$25,217$25,217
 Less Reinvestments$54,826
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$39,225
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 512-668

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost$697,667
B. Total Book Value$697,667
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • 8,522 shares Vanguard short term inv grade bond
$91,293
  • 11,006 Vanguard short term treasury adm
$119,000
  • 1200 iShares S&P Small Cap
$46,820
  • 650 iShares 1-3 yr Treasury Bond
$55,030
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)) $697,667
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 512-668

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      35 Community Drive, Augusta, ME 04330$24,000 $24,000$24,000
Land  2 :      1349 Broadway, Bangor, ME 04401$50,000 $50,000$50,000
Land  3 :      29 Christopher Toppi Drive, S Portland, ME 04106$130,000 $130,000$130,000
B. Buildings (give location)    
Building  1 :      35 Community Drive, Augusta, ME 04330$1,314,061$817,766$496,295$835,800
Building  2 :      1349 Broadway, Bangor, ME 04401$476,500$380,160$96,340$379,800
Building  3 :      29 Christopher Toppi Drive, S Portland, ME 04106$495,661$491,674$3,987$502,600
C. Automobiles and Other Vehicles$63,693$10,355$53,338$53,338
D. Office Furniture and Equipment$941,031$861,114$79,917$79,917
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $3,494,946$2,561,069$933,877$2,055,455
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 512-668

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $164,755
Miscellaneous prepaids$17,763
Prepaid taxes$19,016
Prepaid insurance$122,883
Art$5,093
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 512-668

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$138,111$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $138,111$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 512-668

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: 512-668

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $763,791
Accrued expenses$663,245
Deferred grants revenue$100,546
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 512-668

(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 		Leavitt ,  Grace  
President
C		$121,966$2,167$6,692$81$130,906
I
Schedule 15
Representational Activities 		30 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		2 % Schedule 18
General Overhead 		2 % Schedule 19
Administration 		36 %
A
B
C 		Hargrove ,  Jesse  
Vice President
C		$14,636$104$82$14,822
I
Schedule 15
Representational Activities 		12 % Schedule 16
Political Activities and Lobbying 		12 % Schedule 17
Contributions 		2 % Schedule 18
General Overhead 		Schedule 19
Administration 		74 %
A
B
C 		French ,  Beth  
Treasurer
C		$7,318$407$7,725
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		2 % Schedule 18
General Overhead 		Schedule 19
Administration 		78 %
A
B
C 		Boyd ,  Dennis  
Board member
C		$3,059$3,059
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 		Cole ,  Rebecca  
Board member
C		$3,325$3,325
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 		French ,  Gerald  
Board member
P		$1,454$1,454
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 		Goodwin ,  Dina  
Board member
N		$3,099$3,099
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 		Leduc ,  Lisa  
Board member
C		$3,531$3,531
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 		Longley ,  Donna  
Board member
C		$2,908$2,908
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 		Lytton ,  Allison  
Board member
N		$2,958$2,958
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 		Manchester ,  Rebecca  
Board member
N		$3,205$3,205
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 		McAlpine ,  Jamie  
Board member
N		$1,454$1,454
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 		McAvoy ,  Cedena  
Board member
C		$3,154$3,154
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 		McGrane ,  Gary  
Board member
N		$3,209$3,209
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 		Mitchell ,  Nancy  
Board member
C		$2,908$2,908
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Murphy ,  Janice  
Board member
C		$2,908$2,908
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 		O'Brien-Brown ,  Amy  
Board member
C		$1,516$1,516
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 		Payne ,  Ellen  
Board member
N		$1,507$1,507
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 		Polk- Hoffses ,  Suzen  
Board member
C		$3,258$3,258
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 		Walsh ,  Tom  
Board member
N		$2,908$2,908
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 		Williams ,  Ken  
Board member
C		$2,908$2,908
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 		Zabierek ,  Robert  
Board member
C		$3,517$3,517
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$143,920$2,167$59,989$163$206,239
Less Deductions     
Net Disbursements    $206,239
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 512-668

(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 		Allen ,  Daniel  
TPD Director
n/a		$136,199$1,272$81$137,552
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		10 %
A
B
C 		Bechard ,  Giovanna  
Communications Director
n/a		$115,279$1,413$81$116,773
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		50 % Schedule 19
Administration 		50 %
A
B
C 		Berry ,  Shawn  
Communications assistant
n/a		$51,992$1,525$53,517
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		50 % Schedule 19
Administration 		50 %
A
B
C 		Betit ,  Charles  
Uniserv Director
n/a		$126,832$2,509$129,341
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Beverage ,  Judith  
Uniserv Director
n/a		$128,340$810$82$129,232
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Brailey ,  Sean  
Uniserv Director
n/a		$97,139$1,709$98,848
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Britting ,  Jennifer  
Uniserv assistant
n/a		$53,706$1,298$53$55,057
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Chai ,  Jen  
Uniserv assistant
n/a		$49,827$1,040$50,867
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Collins ,  Lisa  
Uniserv assistant
n/a		$44,541$1,784$82$46,407
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		D'Agostino ,  Rebecca  
Uniserv assistant
n/a		$26,702$281$26,983
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Donaghue ,  Margaret  
Legal assistant
n/a		$49,827$3,884$1,555$81$55,347
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Dzialo ,  Krystyna  
Deputy Executive Director
n/a		$141,165$547$141,712
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		Schedule 18
General Overhead 		75 % Schedule 19
Administration 		10 %
A
B
C 		Fernald ,  Rebecca  
Uniserv Director
n/a		$128,271$1,935$81$130,287
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Ferrell ,  H Ross  
Uniserv Director
n/a		$57,200$229$57,429
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Fickett ,  Amanda  
Uniserv Director
n/a		$97,061$2,928$99,989
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Gilbert ,  Debra  
TPD and CB assistant
n/a		$50,825$1,319$52,144
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Gordon ,  Teresa  
Administrative assistant
n/a		$100,392$2,030$102,422
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 		Grenier ,  Jessica  
Uniserv assistant
n/a		$49,828$1,851$81$51,760
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Hannaford ,  Gregory  
Uniserv Director
n/a		$127,755$330$128,085
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Hendricks ,  Ellen  
Business and Finance
n/a		$65,247$200$52$65,499
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 		Hogan ,  Catherine  
Uniserv assistant
n/a		$57,773$454$82$58,309
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Hunter ,  Phyllis  
Uniserv Director
n/a		$93,369$2,400$79$95,848
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Johnson ,  Rachelle  
Executive Director
n/a		$124,608$1,606$2,233$9,181$137,628
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		Schedule 18
General Overhead 		75 % Schedule 19
Administration 		10 %
A
B
C 		Kosinski ,  John  
Gov't Relations Director
n/a		$126,755$126,755
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 		Libby ,  Lee  
Uniserv Director
n/a		$115,389$2,767$81$118,237
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Mahoney ,  Rose  
Uniserv Director
n/a		$123,165$2,219$82$125,466
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Mason ,  Andrew  
Legal Counsel
n/a		$129,379$1,000$3,489$82$133,950
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Metzger ,  Judith  
Business and Finance
n/a		$54,092$1,545$81$55,718
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 		Morang ,  Keith  
Uniserv Director
n/a		$5,557$820$6,377
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Morin ,  Joan  
Uniserv Director
n/a		$127,766$1,982$82$129,830
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Nichols ,  Sarah  
Uniserv assistant
n/a		$48,636$1,361$49,997
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Noyes ,  Erin  
Administrative assistant
n/a		$78,610$2,635$82$81,327
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 		O'Leary ,  Misty  
Uniserv Director
n/a		$111,625$1,077$112,702
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Olson ,  Robert  
Uniserv Director
n/a		$107,961$1,582$109,543
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Poirier ,  Gail  
Uniserv assistant
n/a		$22,920$22,920
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Pullen ,  Lee  
Technical Director
n/a		$127,850$914$128,764
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 		Schick ,  Timothy  
Uniserv Director
n/a		$34,000$402$34,402
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Simpson ,  Tammy  
Business Manager
n/a		$134,000$752$79$134,831
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		89 % Schedule 19
Administration 		5 %
A
B
C 		Sturgeon ,  Jo-Lynn  
Uniserv assistant
n/a		$58,849$1,165$60,014
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Vendil ,  Jenna  
GR assistant
n/a		$57,681$1,318$58,999
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		20 % Schedule 17
Contributions 		Schedule 18
General Overhead 		35 % Schedule 19
Administration 		25 %
A
B
C 		von Glinsky ,  Stephanie  
Uniserv Director
n/a		$111,625$1,839$53$113,517
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Walker ,  Robert  
Interim Exec Director
n/a		$47,371$2,070$49,441
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		Schedule 18
General Overhead 		75 % Schedule 19
Administration 		10 %
A
B
C 		Walshe ,  Aymie  
Uniserv Director
n/a		$126,798$503$127,301
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Williams ,  Nate  
Director of CB & Research
n/a		$115,275$3,000$118,275
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Bracciodieta ,  John  
Uniserv Director
n/a		$127,294$1,994$53$129,341
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$0
I Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
Total Employee Disbursements$3,966,476$9,380$59,196$13,691$4,048,743
Less Deductions     
Net Disbursements    $4,048,743
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 512-668

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 23,704 
Agency Fee Payers*
Total Members/Fee Payers23,704 
*Agency Fee Payers are not considered members of the labor organization.
Active full time members13,392Yes
Active part time282Yes
Active ESP full time members4,368Yes
Active ESP part time members234Yes
Reserve members24No
Student members16Yes
Past presidents8Yes
Staff members1No
Retired members5,344Yes
Active Quarter time members17Yes
Active ESP Quarter time members18Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 512-668

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$2,139,796
2. Named Payer Non-itemized Receipts$20,494
3. All Other Receipts$74,963
4. Total Receipts$2,235,253
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$15,000
2. Named Payee Non-itemized Disbursements$1,500
3. To Officers$3,069
4. To Employees$0
5. All Other Disbursements$5,205
6. Total Disbursements$24,774
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$449,865
2. Named Payee Non-itemized Disbursements$166,607
3. To Officers$41,824
4. To Employees$2,323,585
5. All Other Disbursements$54,603
6. Total Disbursements$3,036,484
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$137,287
2. Named Payee Non-itemized Disbursements$247,149
3. To Officers$2,618
4. To Employees$722,363
5. All Other Disbursements$181,353
6. Total Disbursements$1,290,770
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$125,150
2. Named Payee Non-itemized Disbursements$0
3. To Officers$41,824
4. To Employees$542,358
5. All Other Disbursements$200
6. Total Disbursements$709,532
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$93,594
2. Named Payee Non-itemized Disbursements$11,133
3. To Officers$116,906
4. To Employees$460,443
5. All Other Disbursements$34,261
6. Total Disbursements$716,337
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 512-668

Name and Address
(A)
CIGNA

900 Cottage Grove Road
Bloomfield
CT
06002
Type or Classification
(B)
Endorsed member benefits provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,612
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$25,612
Commission09/30/2020$5,122
Commission10/30/2020$5,131
Commission12/31/2020$5,137
Commission01/31/2021$5,115
Commission02/28/2021$5,107
Name and Address
(A)
Clyde Russell Scholarship Fund

35 Community Dr
Augusta
ME
04330
Type or Classification
(B)
501(c) 3 public charity
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,885
Total of All Transactions with this Payee/Payer for This Schedule$7,885
Name and Address
(A)
Gilbert & Greif

82 Columbia Street
Bangor
ME
04402
Type or Classification
(B)
Legal counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,957
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$20,957
Legal fee reimbursement02/16/2021$20,957
Name and Address
(A)
Horace Mann Insurance

1 Horace Mann
Springfield
IL
62715
Type or Classification
(B)
Endorsed member benefits provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$52,500
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$52,500
Commission10/19/2020$10,500
Commission01/05/2021$10,500
Commission03/21/2021$10,500
Commission06/02/2021$10,500
Commission07/09/2021$10,500
Name and Address
(A)
Liberty Mutual
PO Box 1525

Dover
NH
03821
Type or Classification
(B)
Endorsed member benefits provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,386
Total of All Transactions with this Payee/Payer for This Schedule$9,386
Name and Address
(A)
MEA Benefits Trust

35 Community Drive
Augusta
ME
04330
Type or Classification
(B)
VEBA trust for health insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$849,996
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$849,996
Management fee09/30/2020$70,833
Management fee10/31/2020$70,833
Management fee11/30/2020$70,833
Management fee12/31/2020$70,833
Management fee01/31/2021$70,833
Management fee02/28/2021$70,833
Management fee03/31/2021$70,833
Management fee04/30/2021$70,833
Management fee05/31/2021$70,833
Management fee06/30/2021$70,833
Management fee07/31/2021$70,833
Management fee08/31/2021$70,833
Name and Address
(A)
National Education Association

1201 16th Street NW Ste 710
Washington
DC
20036
Type or Classification
(B)
National affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$947,361
Total Non-Itemized Transactions with this Payee/Payer$3,223
Total of All Transactions with this Payee/Payer for This Schedule$950,584
NEA Uniserv grant09/29/2020$151,804
NEA Uniserv grant01/22/2021$151,804
NEA Uniserv grant03/23/2021$151,804
NEA Uniserv grant06/25/2021$167,554
NEA Media grant11/30/2020$125,000
NEA Media grant01/05/2021$100,000
NEA ULSP09/18/2020$11,882
NEA ULSP10/14/2020$6,654
NEA ULSP11/10/2020$13,506
NEA ULSP12/16/2020$13,535
NEA ULSP01/15/2021$11,342
NEA ULSP02/16/2021$9,465
NEA ULSP03/15/2021$6,519
NEA ULSP04/13/2021$6,311
NEA ULSP05/11/2021$7,630
NEA ULSP06/04/2021$7,441
NEA ULSP07/19/2021$5,110
Name and Address
(A)
NEA Member Benefits

900 Clopper Road
Gaithersburg
MD
20878
Type or Classification
(B)
member benefits- national affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$24,174
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$24,174
State share02/08/2021$5,930
State share05/05/2021$5,590
State share08/10/2021$6,288
State share11/04/2020$6,366
Name and Address
(A)
Northeast Delta Dental
PO Box 9566

Manchester
NH
03108
Type or Classification
(B)
Endorsed member benefits provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$212,496
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$212,496
Commission09/30/2020$15,047
Commission10/30/2020$14,967
Commission11/30/2020$15,406
Commission12/31/2020$15,331
Commission01/31/2021$15,303
Commission02/28/2021$15,309
Commission03/31/2021$20,155
Commission04/30/2021$20,243
Commission05/31/2021$20,141
Commission06/30/2021$20,188
Commission07/31/2021$20,237
Commission08/31/2021$20,169
Name and Address
(A)
USM

96 Falmouth Street
Portland
ME
04103
Type or Classification
(B)
University
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,700
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,700
MEA adverstising01/15/2021$6,700
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 512-668

Name and Address
(A)
Andrucki & King PA
PO Box 7120

Lewiston
ME
04243
Type or Classification
(B)
Legal counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,390
Total of All Transactions with this Payee/Payer for This Schedule$6,390
Name and Address
(A)
Bureau of National Affairs
PO Box 419889

Boston
MA
02241
Type or Classification
(B)
Law user license/publications
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,314
Total of All Transactions with this Payee/Payer for This Schedule$10,314
Name and Address
(A)
Cloutier, Conley & Duffett

465 Congress Street
Portland
ME
04101
Type or Classification
(B)
Legal counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$81,788
Total Non-Itemized Transactions with this Payee/Payer$22,497
Total of All Transactions with this Payee/Payer for This Schedule$104,285
Legal representation for members09/02/2020$9,922
Legal representation for members10/07/2020$11,647
Legal representation for members11/12/2020$13,017
Legal representation for members12/09/2020$6,439
Legal representation for members12/16/2020$7,153
Legal representation for members01/13/2021$14,558
Legal representation for members02/10/2021$5,881
Legal representation for members03/10/2021$6,663
Legal representation for members05/19/2021$6,508
Name and Address
(A)
Ethos Marketing

17 Ash Street
Westbrook
ME
04092
Type or Classification
(B)
Advertising
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$157,561
Total Non-Itemized Transactions with this Payee/Payer$12,311
Total of All Transactions with this Payee/Payer for This Schedule$169,872
Advertising12/09/2020$7,035
Advertising01/13/2021$5,141
Advertising02/17/2021$8,611
Advertising03/24/2021$7,271
Advertising05/19/2021$90,000
Advertising06/09/2021$29,467
Advertising07/07/2021$10,036
Name and Address
(A)
Gilbert & Greif PA

82 Columbia Street
Bangor
ME
04402
Type or Classification
(B)
Legal counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,620
Total Non-Itemized Transactions with this Payee/Payer$4,580
Total of All Transactions with this Payee/Payer for This Schedule$10,200
Legal representation for members04/14/2021$5,620
Name and Address
(A)
GQR

1101 15th Street NW,STE 900
Washington
DC
20005
Type or Classification
(B)
Data research
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
Survey05/12/2021$18,000
Survey06/09/2021$11,000
Survey06/23/2021$11,000
Name and Address
(A)
Johnson, Webbert & Young

1309 3rd Street
Augusta
ME
04330
Type or Classification
(B)
Legal counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$72,775
Total Non-Itemized Transactions with this Payee/Payer$18,654
Total of All Transactions with this Payee/Payer for This Schedule$91,429
Legal representation for members09/03/2020$24,147
Legal representation for members11/04/2020$23,725
Legal representation for members12/02/2020$12,339
Legal representation for members02/17/2021$5,100
Legal representation for members08/04/2021$7,464
Name and Address
(A)
Maine Public

1450 Lisbon Street
Lewsiton
ME
04240
Type or Classification
(B)
Advertising
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$14,000
Advertising03/03/2021$14,000
Name and Address
(A)
Mark Irvings, Esq

24 Elba Street
Brookline
MA
02446
Type or Classification
(B)
Legal counsel
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
Legal representation for members08/25/2021$8,750
Name and Address
(A)
McTeague, Higbee, Case, Cohen
PO Box 5000

Topsham
ME
04086
Type or Classification
(B)
Legal counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,541
Total Non-Itemized Transactions with this Payee/Payer$9,166
Total of All Transactions with this Payee/Payer for This Schedule$23,707
Legal representation for members12/09/2020$14,541
Name and Address
(A)
Microsearch Corp

101 Western Ave, STE 1
Gloucetser
MA
01930
Type or Classification
(B)
Database host
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,675
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$9,675
Annual host/maintenance08/04/2021$9,675
Name and Address
(A)
NEA Legal Services

1201 16th St NW, STE 310
Washington
DC
20036
Type or Classification
(B)
National affiliate legal representation
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,629
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,629
Legal fees02/24/2021$8,629
Name and Address
(A)
Paul Hambleton

1309 3rd Street
Hudson
WI
54016
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$23,275
Total of All Transactions with this Payee/Payer for This Schedule$23,275
Name and Address
(A)
Roberta de Araujo, Esq

77 Mackworth Street
Portland
ME
04103
Type or Classification
(B)
Legal counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,672
Total of All Transactions with this Payee/Payer for This Schedule$9,672
Name and Address
(A)
Troubh, Heisler
PO Box 9711

Portland
ME
04401
Type or Classification
(B)
Legal counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,526
Total Non-Itemized Transactions with this Payee/Payer$30,700
Total of All Transactions with this Payee/Payer for This Schedule$42,226
Legal representation for members05/19/2021$5,740
Legal representation for members08/11/2021$5,786
Name and Address
(A)
Visuality

309 W Johnson St
Madison
WI
53703
Type or Classification
(B)
Graphic design
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$25,000
Logo development06/09/2021$15,000
Logo development07/21/2021$5,000
Logo development05/19/2021$5,000
Name and Address
(A)
Vont LLC

17 Ash Street
Westbrook
ME
04092
Type or Classification
(B)
Advertising
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$19,048
Total of All Transactions with this Payee/Payer for This Schedule$19,048
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 512-668

Name and Address
(A)
Citizens Who Support Maines Public Schools

35 Community Dr
Augusta
ME
04330
Type or Classification
(B)
PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$120,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$120,000
Donation09/23/2020$120,000
Name and Address
(A)
Maine Voices Network

565 Congress St, STE 200
Portland
ME
04101
Type or Classification
(B)
PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,150
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,150
Donation03/24/2021$5,150
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 512-668

Name and Address
(A)
MEA Retired

4 Applewwod n
Camden
ME
04843
Type or Classification
(B)
MEA affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,000
Total Non-Itemized Transactions with this Payee/Payer$1,500
Total of All Transactions with this Payee/Payer for This Schedule$16,500
Clarion grant09/02/2020$15,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 512-668

Name and Address
(A)
14 Oranges Software

210-10451 Shellbridge Way
Richmond, BC Canada
00
V6X 2W8
Type or Classification
(B)
Software provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,050
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,050
Software06/23/2021$5,050
Name and Address
(A)
Augusta Fuel Company
PO Box 226

Augusta
ME
04330
Type or Classification
(B)
Oil for heat
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,775
Total Non-Itemized Transactions with this Payee/Payer$102
Total of All Transactions with this Payee/Payer for This Schedule$5,877
Oil delivery09/02/2020$5,775
Name and Address
(A)
Berry Dunn
PO Box 1100

Portland
ME
04104
Type or Classification
(B)
CPA firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,173
Total Non-Itemized Transactions with this Payee/Payer$13,207
Total of All Transactions with this Payee/Payer for This Schedule$26,380
Audit fees11/12/2020$13,173
Name and Address
(A)
Bob Chapman and Sons

30 Lucky Landings Road
Glenburn
ME
04401
Type or Classification
(B)
Office cleaning
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,765
Total of All Transactions with this Payee/Payer for This Schedule$7,765
Name and Address
(A)
Burt's Security Center

49 Water Street
Hallowell
MA
04347
Type or Classification
(B)
Locksmith/security systems
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,842
Total Non-Itemized Transactions with this Payee/Payer$395
Total of All Transactions with this Payee/Payer for This Schedule$6,237
Strike plate installation06/30/2021$5,842
Name and Address
(A)
CDW Direct
PO Box 75723

Chicago
IL
60675
Type or Classification
(B)
Computer software
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$18,096
Total Non-Itemized Transactions with this Payee/Payer$4,686
Total of All Transactions with this Payee/Payer for This Schedule$22,782
Computer licensing02/17/2021$18,096
Name and Address
(A)
Central Maine Power
PO Box 847810

Boston
MA
02284
Type or Classification
(B)
Utility
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$18,519
Total of All Transactions with this Payee/Payer for This Schedule$18,519
Name and Address
(A)
Consolidated Communications
PO Box 70347

Philadelphia
PA
19176
Type or Classification
(B)
Utility
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,230
Total of All Transactions with this Payee/Payer for This Schedule$8,230
Name and Address
(A)
Corner Pocket Properties LLC
PO Box 1025

Auburn
ME
04221
Type or Classification
(B)
Lessor- Auburn office space
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$16,623
Total of All Transactions with this Payee/Payer for This Schedule$16,623
Name and Address
(A)
DLS Cleaning
PO Box 129

Topsham
ME
04086
Type or Classification
(B)
Office cleaning
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,611
Total of All Transactions with this Payee/Payer for This Schedule$8,611
Name and Address
(A)
Flaggship Landscaping
PO Box 785

Gorham
ME
04038
Type or Classification
(B)
Groundskeepin
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,690
Total of All Transactions with this Payee/Payer for This Schedule$5,690
Name and Address
(A)
GovConnection
PO Box 382810

Pittsburgh
PA
15250
Type or Classification
(B)
Computer supplies
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,334
Total of All Transactions with this Payee/Payer for This Schedule$7,334
Name and Address
(A)
Group Dynamic INC

411 US Route 1
Falmouth
ME
04105
Type or Classification
(B)
Medical reimbursement plan
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,337
Total of All Transactions with this Payee/Payer for This Schedule$5,337
Name and Address
(A)
Honeywell

12490 Collections Center
Chicago
IL
60693
Type or Classification
(B)
HVAC services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$41,661
Total Non-Itemized Transactions with this Payee/Payer$1,849
Total of All Transactions with this Payee/Payer for This Schedule$43,510
HVAC maintenance contract09/16/2020$10,143
HVAC maintenance contract12/16/2020$10,506
HVAC maintenance contract03/10/2021$10,506
HVAC maintenance contract06/09/2021$10,506
Name and Address
(A)
Icon Environmental Consultants

1 Stoddard Lane
Hallowell
ME
04347
Type or Classification
(B)
Environmental solutions
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$17,234
Total Non-Itemized Transactions with this Payee/Payer$1,170
Total of All Transactions with this Payee/Payer for This Schedule$18,404
Air Quality test/report06/09/2021$8,617
Air Quality test/report06/19/2021$8,617
Name and Address
(A)
JD Groundscapes

PO Box 2051
Augusta
ME
04330
Type or Classification
(B)
Groundskeeping
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,640
Total of All Transactions with this Payee/Payer for This Schedule$11,640
Name and Address
(A)
Manpower
70 Center

Portland
ME
04101
Type or Classification
(B)
Employment agency
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$17,810
Total of All Transactions with this Payee/Payer for This Schedule$17,810
Name and Address
(A)
N-Able Technologies
PO Box 28720

New Yprk
NY
10087
Type or Classification
(B)
Anti-virus management
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,487
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,487
Remote management04/07/2021$5,487
Name and Address
(A)
Old Port Advisors

130 Middle Street
Portland
ME
04101
Type or Classification
(B)
Investment advisers
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,550
Total of All Transactions with this Payee/Payer for This Schedule$9,550
Name and Address
(A)
OTT Communications
PO Box 11004

Lewiston
ME
04243
Type or Classification
(B)
Telephone provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$18,988
Total of All Transactions with this Payee/Payer for This Schedule$18,988
Name and Address
(A)
Patriot Insurance

One Mutual Avenue
Frankenmuth
MI
48787
Type or Classification
(B)
Insurance provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,602
Total Non-Itemized Transactions with this Payee/Payer$648
Total of All Transactions with this Payee/Payer for This Schedule$14,250
Premium08/19/2021$13,602
Name and Address
(A)
Philadephia Insurance Company
PO Box 70251

Philadelphia
PA
19176
Type or Classification
(B)
Insurance provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,258
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,258
Premium08/19/2021$6,258
Name and Address
(A)
Pitney Bowes
PO Box 371887

Pittsburgh
PA
15250
Type or Classification
(B)
Postal services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,233
Total of All Transactions with this Payee/Payer for This Schedule$12,233
Name and Address
(A)
RCL Cleaning Services

39 Simon Street Unit 9
Nashua
NH
03060
Type or Classification
(B)
Office cleaning
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,225
Total of All Transactions with this Payee/Payer for This Schedule$5,225
Name and Address
(A)
Reserve Account

Po Box 223648
Pittsburgh
PA
15250
Type or Classification
(B)
Postatge
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,700
Total of All Transactions with this Payee/Payer for This Schedule$10,700
Name and Address
(A)
Ring Central
PO Box 734232

Dallas
TX
75373
Type or Classification
(B)
Utility
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$14,766
Total of All Transactions with this Payee/Payer for This Schedule$14,766
Name and Address
(A)
Systems Engineering

120 Exchange Street
Portland
ME
04101
Type or Classification
(B)
Computer licensing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,109
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,109
Computer licensing12/16/2020$5,109
Name and Address
(A)
Time Warner Cable

Po Box 11826
Newark
NJ
07010
Type or Classification
(B)
Internet provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,109
Total of All Transactions with this Payee/Payer for This Schedule$7,109
Name and Address
(A)
Transco

101 Perimeter Road
Nashua
NH
03063
Type or Classification
(B)
Office equipment
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$16,436
Total of All Transactions with this Payee/Payer for This Schedule$16,436
Name and Address
(A)
Verizon

PO Box 15062
Albany
NY
12211
Type or Classification
(B)
Utility
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,934
Total of All Transactions with this Payee/Payer for This Schedule$5,934
Name and Address
(A)
Versant Power
PO Box 11008

lewiston
ME
04243
Type or Classification
(B)
Utility
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,392
Total of All Transactions with this Payee/Payer for This Schedule$9,392
Name and Address
(A)
Willey Rentals

33 Lyndon Street
Caribou
ME
04736
Type or Classification
(B)
Lessor for Caribou rent
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 19 - UNION ADMINISTRATION FILE NUMBER: 512-668

Name and Address
(A)
Albison's Printing

124 Riverside Dr
Augusta
ME
04330
Type or Classification
(B)
Printers
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$75,036
Total Non-Itemized Transactions with this Payee/Payer$4,839
Total of All Transactions with this Payee/Payer for This Schedule$79,875
Maine Educator magazine09/16/2020$12,428
Maine Educator magazine10/28/2020$12,626
Maine Educator magazine12/16/2020$12,621
Maine Educator magazine02/17/2021$12,500
Maine Educator magazine04/07/2021$12,380
Maine Educator magazine07/07/2021$12,481
Name and Address
(A)
City of Augusta

16 Cony Street
Augusta
ME
04330
Type or Classification
(B)
Municipality
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,794
Total of All Transactions with this Payee/Payer for This Schedule$5,794
Name and Address
(A)
Hilton Garden Inn

5 Park Street
Freeport
ME
04032
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$18,558
Total Non-Itemized Transactions with this Payee/Payer$500
Total of All Transactions with this Payee/Payer for This Schedule$19,058
Board retreat08/19/2021$18,558
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 512-668

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$2,405,823
EAP programAffiliated Healthcare Management$1,883
Health insuranceAnthem BC BS$957,489
Long term disability and ADDHorace Mann Insurance$42,861
Medical reimbursement planGroup Dynamics $55,366
Retirement contributionJohn Hancock$38,734
Retirement contributionMaine Public Employees Retirement$23,812
Retiree health supplementMEASO Retiree Health Insurance Trust$17,491
Workers comp insuranceMEMIC$19,447
Retirement contributionNEA Employee Retirement Fund$1,176,972
Dental insuranceNortheast Delta Dental$68,724
Health insuranceTreasurer, State of Maine$3,044
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 512-668
Item 71 Title: Our treasurer is a full-time teacher and is not available to sign this form in a timely fashion. Our Executive Director signs it every year.

Question 10: 1- MEA Benefits Trust, EIN 01-0479776, 35 Community Dr., Augusta, ME 04330 is a 501(c)9 VEBA that owns the health insurance plan under which most educators in Maine are covered. The MEA appoints the trustees. The trust files a 5500 report annually with the Employee Benefits Security Administration and a form 990 with the IRS. No contribution was made by the MEA to operation of this trust. 2- Clyde Russell Scholarship Fund, EIN 22-2535972, PO Box 2457, Augusta, ME 04338 is a 501(c)3 public charity that grants scholarships to residents of Maine. MEA appoints the trustees. The fund files a form 990 with the IRS. No contributions are made by the MEA to the operation of this fund.

Question 11(a):

Question 11(a): : : MEA Fund in Support of Public Education, 35 Community Dr, Augusta, ME 04330 is a separate, segregated PAC fund which receives, controls, and disburses voluntary contributions from members to state and local level pro-education candidates and is governed by all the Board of Director Members, who are elected by the general membership. No contribution is made by the MEA to operate this committee, although member contributions made in conjunction with the payroll deduction of dues are passed through to this committee by the MEA. The committee files electronic Campaign and Finance reports at least quarterly and more frequently during election cycles with the State of Maine Commission on Governmental Ethics and Election Practices under PAC 527.

Question 12: The annual audit is performed by Berry Dunn Inc, 100 Middle St, PO Box 1100, Portland, ME 04104

Question 15: The Maine Education office in Auburn closed as of 8/31/21. Some of the office furniture was donated.

Question 18: Changes to the Constitution and Bylaws are adopted at the annual meeting of the MEA Representative Assembly held each year in May. An electronic copy of the most recent iteration of these documents is attached

Schedule 13, Row4:

Schedule 13, Row4:::Active ESP part time members are support level educational employees and pay half of active ESP full time dues.

Schedule 13, Row4:

Schedule 13, Row4::::

Schedule 13, Row5:

Schedule 13, Row5::::Reserve members are active professional or ESP members either on leave for 6 months or are no longer employed in a position that qualifies them for either type of active membership. Reserve members pay 25% of active full time dues. Reserve members do not have the right to vote or hold office.

Schedule 13, Row5:

Schedule 13, Row5:::::

Schedule 13, Row6:

Schedule 13, Row6:::Student members are individuals who have never been employed in education and are enrolled in or preparing for a program of studying in an accredited institution of higher learning that qualifies them for a career in education. Student members pay $8 annually.

Schedule 13, Row6:

Schedule 13, Row6::::

Schedule 13, Row1:

Schedule 13, Row1::::Active full time members are professional level educational employees and pay full dues.

Schedule 13, Row1:

Schedule 13, Row1::::

Schedule 13, Row2:

Schedule 13, Row2::::Active part time members are professional level educational employees who are employed 50% or less than a regular schedule and pay half active full time dues.

Schedule 13, Row2:

Schedule 13, Row2::::

Schedule 13, Row3:

Schedule 13, Row3::::Active ESP full time members are support level educational employees and pay half active full time dues.

Schedule 13, Row3:

Schedule 13, Row3::::

Schedule 13, Row7:

Schedule 13, Row7:Past presidents are former MEA presidents who enjoy all the rights and privileges of active of active members but do not pay dues.

Schedule 13, Row7:

Schedule 13, Row7::::

Schedule 13, Row8:

Schedule 13, Row8:Staff members are not permitted to vote or hold office.

Schedule 13, Row8:

Schedule 13, Row8:::::

Schedule 13, Row9:

Schedule 13, Row9:Retired members are members who have retired from the education profession and still wish to actively support the goals and objectives of their professional association. Retired members pay $28 annual dues.

Schedule 13, Row9:

Schedule 13, Row9::::

Schedule 13, Row10:

Schedule 13, Row10:Active quarter time members are professional level educational employees who are employed 25% or less than a regular schedule and pay quarter active full time dues.

Schedule 13, Row10:

Schedule 13, Row10::::

Schedule 13, Row11:

Schedule 13, Row11:Active ESP quarter time members are support level educational employees who work 15 hours or less a week and pay quarter of ESP full time dues.

Schedule 13, Row11:

Schedule 13, Row11::::
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)