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
530-351
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
TEACHERS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
STATE ASSOCIATION
 6. DESIGNATION NBR
8024
7. UNIT NAME (if any)
MONTANA FEDERATION OF PUBLIC EMPLOYEES (MFPE)
8. MAILING ADDRESS (Type or print in capital letters)
First Name
AMANDA
 Last Name
CURTIS
P.O Box - Building and Room Number

Number and Street
1232 EAST 6TH AVENUE
City
HELENA
State
MT		 ZIP Code + 4
59601


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:Amanda CurtisPRESIDENT71. SIGNED:Erik BurkeEXECUTIVE DIRECTOR
Date:Nov 22, 2021Telephone Number:406-442-4250Date:Nov 22, 2021Telephone Number:406-442-4250
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 530-351
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?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.)Yes
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?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?No
19. What is the date of the labor organization's next regular election of officers?04/2022
20. How many members did the labor organization have at the end of the reporting period?21,936
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees388peryear78388
(b) Working Dues/FeesN/AperN/AN/AN/A
(c) Initiation FeesN/AperN/AN/AN/A
(d) Transfer FeesN/AperN/AN/AN/A
(e) Work PermitsN/AperN/AN/AN/A

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 530-351

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $2,872,289$3,472,127
23. Accounts Receivable1$349,575$291,072
24. Loans Receivable2$140,170$128,556
25. U.S. Treasury Securities $0$0
26. Investments5$4,973,223$5,634,452
27. Fixed Assets6$678,067$677,796
28. Other Assets7$41,236$43,045
29. TOTAL ASSETS $9,054,560$10,247,048

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$104,285$201,174
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$1,638,413$1,690,586
34. TOTAL LIABILITIES $1,742,698$1,891,760
35. NET ASSETS$7,311,862$8,355,288
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 530-351

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $6,517,326
37. Per Capita Tax $3,249,059
38. Fees, Fines, Assessments, Work Permits $477,638
39. Sale of Supplies $30
40. Interest $104,478
41. Dividends $6,086
42. Rents $0
43. Sale of Investments and Fixed Assets3$123,517
44. Loans Obtained9$0
45. Repayments of Loans Made2$11,614
46. On Behalf of Affiliates for Transmittal to Them $45,218
47. From Members for Disbursement on Their Behalf $904,785
48. Other Receipts14$1,817,400
49. TOTAL RECEIPTS $13,257,151
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$2,673,070
51. Political Activities and Lobbying16$809,865
52. Contributions, Gifts, and Grants17$257,241
53. General Overhead18$396,901
54. Union Administration19$1,007,417
55. Benefits20$2,248,066
56. Per Capita Tax $3,249,059
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $254,367
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$524,274
61. Loans Made2$0
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $45,218
64. On Behalf of Individual Members $924,192
65. Direct Taxes $261,567
  
66. Subtotal $12,651,237
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$1,298,645  
  67b. Less Total Disbursed$1,304,721  
  67c. Total Withheld But Not Disbursed -$6,076
68. TOTAL DISBURSEMENTS $12,657,313
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 530-351

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$129,689$43,000$0$0
Totals from all other accounts receivable$161,383$78$0$0
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $291,072$43,078$0$0
National Education Association$105,442$43,000
American Federation of Teachers$24,247
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 530-351

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A) 		Loans
Outstanding at
Start of Period
(B) 		Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1) 		Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not listed above     
Total of all lines above$140,170$0$11,614$0$128,556
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Name: Billings Education Association
Purpose: Real Property Purch
Security: Second Mortgage
Terms of Repayment: 5.500%
$130,689$0$9,561$0$121,128
Name: Great Falls Education Associat
Purpose: Replace Roof
Security: Second Mortgage
Terms of Repayment: 5.0%
$9,481$0$2,053$0$7,428
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 530-351

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$170,173$111,575$123,517$123,517
Equipment$8,901$2,330$0$0
Automobiles$57,849$6,367$20,639$20,639
Sale of Investments$102,878$102,878$102,878$102,878
Furniture$545$0$0$0
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$123,517
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 530-351

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$524,274$514,301$524,274
Automobiles$51,648$42,590$51,648
Purchase of Investments$397,474$397,474$397,474
Equipment$6,075$5,574$6,075
Leasehold Improvements$69,077$68,663$69,077
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$524,274
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 530-351

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost$4,171,650
B. Total Book Value$4,983,870
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • Ishares Russell 2000 Value
$340,956
  • Invesco Senior Loan
$373,147
  • IShares Core MSCI Total Intl
$578,545
  • Vanguard Short Term Bond
$638,008
  • Vanguard Growth
$852,625
  • Vanguard Value
$980,344
  • IShares Core US Aggregate Bond
$751,256
  • Vanguard Short Term Corp Bond
$267,287
Other Investments 
D. Total Cost$485,415
E. Total Book Value$650,582
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.  
  • Deferred Compensation Plan Investments
$650,582
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $5,634,452
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 530-351

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      1232 E. 6th Ave., Helena, MT 59601$6,764 $6,764$90,411
B. Buildings (give location)    
Building  1 :      1232 E. 6th Ave., Helena, MT 59601$997,299$602,035$395,264$395,264
C. Automobiles and Other Vehicles$519,728$338,320$181,408$181,408
D. Office Furniture and Equipment$318,287$302,532$15,754$15,754
E. Other Fixed Assets$81,252$2,646$78,606$78,606
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,923,330$1,245,533$677,796$761,443
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 530-351

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $43,045
Prepaid Expenses$38,045
Security Deposit$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 530-351

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$172,480$0$0$0
Total from all other accounts payable$28,694$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $201,174$0$0$0
A Better Big Sky$25,000$0$0$0
American Federation of Teachers$100,398$0$0$0
Graybill Law Firm PC$12,225$0$0$0
McConnell Law Offices PLLC$5,084$0$0$0
Montana Professional Teaching Foundation$6,810$0$0$0
Montana Organizing Project$22,963$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 530-351

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: 530-351

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $1,690,586
Accrued Salaries and Wages$177,309
Payroll Taxes and Benefits$13,449
Deferred Compensation Plan$650,582
Funds Held for Members$44,571
Deferred Revenue$19,060
Capital Lease Payable$5,339
Accrued Compensated Absences$780,276
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 530-351

(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 		Curtis ,  Amanda  
President
C		$100,508$7,715$108,223
I
Schedule 15
Representational Activities 		15 % Schedule 16
Political Activities and Lobbying 		40 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		45 %
A
B
C 		Dwyer ,  Bill  
1st Vice President
C		$3,500$1,553$5,053
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 		Aarstad ,  Rich  
2nd Vice President
P		$862$19$881
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 		Matthews ,  Eric  
2nd Vice President
N		$1,952$1,401$3,353
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 		Wheat ,  Michelle  
Treasurer
C		$3,500$1,474$4,974
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 		Southergill ,  Glen  
NEA Director
C		$3,500$681$4,181
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 		Marcille ,  Gene  
District 1 Chair
P		$0$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Ogden-Rider ,  Lynne  
District 1 Chair
N		$0$1,465$1,465
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 		Kolczak ,  Christine  
District 2 Chair
C		$0$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Evans ,  Elena  
District 2 Vice Chair
C		$0$279$279
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 		Kenison ,  Mike  
District 3 Chair
C		$0$342$342
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 		Cohenour ,  Jill  
District 3 1st Vice Chair
C		$0$474$474
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 		Harris ,  Ben  
District 3 2nd Vice Chair
P		$0$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Rutherford ,  Kathy  
District 4 Chair
C		$0$641$641
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 		Campbell ,  Colette  
District 4 Vice Chair
C		$0$661$661
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 		Harrington ,  Samantha  
District 5 Chair
C		$0$842$842
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 		Griffith ,  Bob  
District 5 Vice Chair
P		$0$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Cubbage ,  Tom  
District 5 Vice Chair
N		$0$861$861
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 		Seiffert ,  Mark  
District 6 Chair
C		$0$789$789
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 		Esquivel ,  Omega  
District 6 Vice Chair
C		$0$766$766
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 		Enebo ,  Laurie  
District 7 Chair
C		$0$1,786$1,786
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 		Johnson ,  Jim  
District 7 Vice Chair
C		$0$536$536
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 		Clark ,  Karla  
District 8 Chair
C		$0$795$795
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 		Blair ,  Bryan  
District 8 Vice Chair
C		$0$920$920
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 		Schillreff ,  Rachel  
District 9 Chair
P		$0$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Robison ,  Doug  
District 9 Chair
N		$0$817$817
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 		Fulton ,  Tom  
District 9 Vice Chair
C		$0$515$515
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 		Harvey ,  Kasia  
District 9 2nd Vice Chair
P		$0$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Funk ,  Moffie  
District 10 Chair
C		$0$192$192
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 		Cohenour ,  Joe  
District 10 Vice Chair
C		$0$413$413
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 		Matthews ,  Eric  
District 4 1st vice Chair
P		$0$0$0
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Ogden-Rider ,  Lynne  
District 1 1st Vice Chair
P		$0$0$0
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$113,822$0$25,937$0$139,759
Less Deductions    $31,268
Net Disbursements    $108,491
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 530-351

(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 		Bulmahn ,  Alex  
Field Consultant
N/A		$51,754$2,854$54,608
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Burgess ,  Tom  
Field Consultant
N/A		$125,145$2,949$128,094
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Burke ,  Erik  
Executive Director
N/A		$143,046$2,545$145,591
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		35 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		45 %
A
B
C 		Caldwell ,  Lauren  
Political Director
N/A		$107,087$3,386$110,473
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		85 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		10 %
A
B
C 		Casey ,  Megan  
Field Consultant
N/A		$86,755$4,622$91,377
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Charlson ,  Melanie  
Field Consultant
N/A		$86,755$2,779$89,534
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Copeland ,  Maggie  
Field Consultant
N/A		$126,410$5,068$131,478
I
Schedule 15
Representational Activities 		97 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Cowee ,  Jeff  
Field Consultant
N/A		$102,003$3,943$105,946
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		DeTienne ,  Cindy  
Administrative Assistant
N/A		$67,824$58$67,882
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Devine ,  Jolene  
Membership Specialist
N/A		$66,673$27$66,700
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 		Dompier ,  Joe  
Field Consultant
N/A		$86,755$8,577$95,332
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Ehli ,  Brian  
Field Consultant
N/A		$126,360$8,110$134,470
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Ferro ,  Marco  
Public Policy Director
N/A		$101,405$1,738$103,143
I
Schedule 15
Representational Activities 		40 % Schedule 16
Political Activities and Lobbying 		40 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		20 %
A
B
C 		Fladmo ,  Diane  
Public Policy Director
N/A		$123,979$2,467$126,446
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		45 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Funk ,  Bob  
Communications Director
N/A		$87,755$912$88,667
I
Schedule 15
Representational Activities 		30 % Schedule 16
Political Activities and Lobbying 		40 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		30 %
A
B
C 		Graveley ,  Donna  
Management Assistant
N/A		$69,438$1,960$71,398
I
Schedule 15
Representational Activities 		33 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		37 %
A
B
C 		Greenfield ,  Jeff  
Field Consultant
N/A		$121,548$3,668$125,216
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Harris ,  Tammy  
Field Consultant
N/A		$116,607$4,658$121,265
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Howe ,  Jeff  
Field Consultant
N/A		$86,755$2,749$89,504
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Lavinder Schwalk ,  Shelli  
Field Consultant
N/A		$86,755$3,336$90,091
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Legg ,  Amy  
Administrative Assistant
N/A		$46,755$296$47,051
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		McCulloch ,  Scott   T
Field Consultant
N/A		$65,123$1,654$66,777
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		3 %
A
B
C 		Nielsen ,  Larry  
Field Consultant
N/A		$121,548$4,082$125,630
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Nisbet ,  Daryn  
Membership Specialist
N/A		$57,571$960$58,531
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 		Novak ,  Cathy  
Chief Financial Officer
N/A		$127,410$1,111$128,521
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 		Nyman ,  Quint  
Deputy Executive Director
N/A		$121,854$4,701$126,555
I
Schedule 15
Representational Activities 		65 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		20 %
A
B
C 		Piper ,  Sarah  
Research Director
N/A		$81,669$4,443$86,112
I
Schedule 15
Representational Activities 		65 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Reichelt ,  Shauna  
Administrative Assistant
N/A		$67,447$989$68,436
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Riitano ,  Mary  
Administrative Assistant
N/A		$67,824$384$68,208
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Schillreff ,  Rachel  
Field Consultant
N/A		$42,882$3,069$45,951
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Smith ,  Morgan  
Organizing Director
N/A		$121,548$2,693$124,241
I
Schedule 15
Representational Activities 		60 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		25 %
A
B
C 		Sundly ,  Christine  
Field Consultant
N/A		$76,796$3,020$79,816
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Thomas ,  Becky  
Administrative Assistant
N/A		$68,894$156$69,050
I
Schedule 15
Representational Activities 		15 % Schedule 16
Political Activities and Lobbying 		40 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		45 %
A
B
C 		Treib ,  Kate  
Administrative Assistant
N/A		$57,456$330$57,786
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Weigand ,  Jenny  
Field Consultant
N/A		$81,669$4,667$86,336
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Wilkins ,  Susan  
Membership Specialist II
N/A		$67,174$181$67,355
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 		Wood ,  Jami  
Administrative Assistant
N/A		$66,667$207$66,874
I
Schedule 15
Representational Activities 		46 % Schedule 16
Political Activities and Lobbying 		39 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		15 %
A
B
C 		Baker ,  Carlee  
Intern
N/A		$19,551$75$19,626
I
Schedule 15
Representational Activities 		60 % Schedule 16
Political Activities and Lobbying 		40 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Nguyen ,  Thai  
Intern/Project Organizer
N/A		$20,928$35$20,963
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		90 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Romano-Lehman ,  Melissa  
Grassroots Lobbying Coord
N/A		$29,770$0$29,770
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 		Facey ,  Tom  
Political/Legislative Org
N/A		$11,310$127$11,437
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 		Severson ,  Dave  
Political/Legislative Org
N/A		$12,290$0$12,290
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		100 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$119,866$1,984$121,850
I Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		75 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
Total Employee Disbursements$3,524,811$0$101,570$0$3,626,381
Less Deductions    $1,265,201
Net Disbursements    $2,361,180
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 530-351

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 21,936 
Agency Fee Payers*2
Total Members/Fee Payers21,938 
*Agency Fee Payers are not considered members of the labor organization.
Active19,966Yes
Retired1,635Yes
Student296Yes
Staff35No
Associate0No
Substitute4No
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 530-351

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$1,717,566
2. Named Payer Non-itemized Receipts$89,713
3. All Other Receipts$10,121
4. Total Receipts$1,817,400
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$217,577
2. Named Payee Non-itemized Disbursements$32,848
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$6,816
6. Total Disbursements$257,241
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$164,440
2. Named Payee Non-itemized Disbursements$99,719
3. To Officers$16,233
4. To Employees$2,362,395
5. All Other Disbursements$30,283
6. Total Disbursements$2,673,070
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$121,688
2. Named Payee Non-itemized Disbursements$206,842
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$68,371
6. Total Disbursements$396,901
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$132,141
2. Named Payee Non-itemized Disbursements$15,019
3. To Officers$43,289
4. To Employees$607,720
5. All Other Disbursements$11,696
6. Total Disbursements$809,865
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$199,911
2. Named Payee Non-itemized Disbursements$39,393
3. To Officers$80,236
4. To Employees$656,266
5. All Other Disbursements$31,611
6. Total Disbursements$1,007,417
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 530-351

Name and Address
(A)
American Federation of Teachers

555 New Jersey Ave. NW
Washington
DC
20001
Type or Classification
(B)
National Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$162,600
Total Non-Itemized Transactions with this Payee/Payer$45,580
Total of All Transactions with this Payee/Payer for This Schedule$208,180
Direct Assistance07/07/2021$130,600
Direct Assistance05/24/2021$32,000
Name and Address
(A)
National Education Association

1201 16th St. NW
Washington
DC
20036
Type or Classification
(B)
National Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$1,489,028
Total Non-Itemized Transactions with this Payee/Payer$29,379
Total of All Transactions with this Payee/Payer for This Schedule$1,518,407
Uniserv Grant09/28/2020$182,165
Member Engagement10/22/2020$11,196
Political Organizers Grant10/23/2020$16,000
Retired Grant11/10/2020$7,000
Paid Media Grant12/10/2020$150,000
Uniserv Grant12/22/2020$182,164
Comprehensive Cooperative Project Agreement01/16/2021$17,250
Comprehensive Cooperative Project Agreement01/16/2021$41,250
Legislative Crisis Grant01/13/2021$100,000
Legislative Crisis Grant02/24/2021$105,000
Uniserv Grant03/23/2021$172,044
MT Organizing Project03/23/2021$150,000
Comprehensive Cooperative Project Agreement06/15/2021$17,250
Comprehensive Cooperative Project Agreement06/15/2021$41,250
Uniserv Grant06/28/2021$200,802
MT Organizing Project06/02/2021$45,909
MT Organizing Project07/26/2021$49,748
Name and Address
(A)
National Public Pension Coalition

1666 Connecticut Ave NW
Washington
DC
20009-1039
Type or Classification
(B)
Advocacy Group
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$30,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$30,000
NPPC Grant Award02/08/2021$15,000
NPPC Grant Award05/05/2021$15,000
Name and Address
(A)
NEA Member Benefits Corp

900 Clopper Road Ste 300
Gaithersburg
MD
20878
Type or Classification
(B)
Member Benefits Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$13,098
Total of All Transactions with this Payee/Payer for This Schedule$13,098
Name and Address
(A)
Travelers Insurance
660317

Dallas
TX
75266-0317
Type or Classification
(B)
Insurance Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,138
Total Non-Itemized Transactions with this Payee/Payer$1,656
Total of All Transactions with this Payee/Payer for This Schedule$10,794
Insurance Refund07/21/2021$9,138
Name and Address
(A)
Western Organization of Resource Councils

220 S. 27th Street
Billings
MT
59101
Type or Classification
(B)
non-profit grassroots organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$26,800
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$26,800
A Better Big Sky Grant10/14/2020$21,600
Intern Grant02/08/2021$5,200
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 530-351

Name and Address
(A)
Cerillion N4 Partners

1326 5th Ave., Ste 334
Seattle
WA
98101
Type or Classification
(B)
Consulting Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,783
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,783
Special Member Communications10/30/2020$7,783
Name and Address
(A)
Event Ready

1657 Cantamar Way
Roseville
CA
95747
Type or Classification
(B)
Event Management Software Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$34,775
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$34,775
Educator Conference 09/21/2020$20,000
Educator Conference10/09/2020$14,775
Name and Address
(A)
Facebook

1 Hacker Way
Menlo Park
CA
94025
Type or Classification
(B)
online social network service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,934
Total of All Transactions with this Payee/Payer for This Schedule$6,934
Name and Address
(A)
Karl Englund, Attorney at Law
8358

Missoula
MT
59807
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$16,876
Total of All Transactions with this Payee/Payer for This Schedule$16,876
Name and Address
(A)
Mailing Technical Services Inc.
1753

Billings
MT
59103
Type or Classification
(B)
Mailing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$16,151
Total Non-Itemized Transactions with this Payee/Payer$12,499
Total of All Transactions with this Payee/Payer for This Schedule$28,650
Special Member Communications10/23/2020$5,929
Special Member Communications10/30/2020$10,222
Name and Address
(A)
McConnell Law Offices PLLC

721 Howell St.
Missoula
MT
59802
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,055
Total Non-Itemized Transactions with this Payee/Payer$2,911
Total of All Transactions with this Payee/Payer for This Schedule$14,966
Legal Services07/02/2021$5,674
Legal Services08/12/2021$6,381
Name and Address
(A)
McDonald Law Firm LLC

1714 Forest Meadow Court
Billings
MT
59102
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$18,253
Total Non-Itemized Transactions with this Payee/Payer$24,061
Total of All Transactions with this Payee/Payer for This Schedule$42,314
Legal Services04/16/2021$5,792
Legal Services05/07/2021$5,795
Legal Services08/12/2021$6,666
Name and Address
(A)
McDonald Law Office PLLC
1570

Helena
MT
59624
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$5,610
Total of All Transactions with this Payee/Payer for This Schedule$5,610
Name and Address
(A)
Montana Organizing Project

603 W. 9th Street
Austin
TX
78701
Type or Classification
(B)
Non-profit organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,090
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$15,090
Membership Recruitment & Organizing03/19/2021$15,090
Name and Address
(A)
Pit Printers Inc.

425 East Front St.
Butte
MT
59701
Type or Classification
(B)
Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,024
Total of All Transactions with this Payee/Payer for This Schedule$8,024
Name and Address
(A)
Shawn Neal Fowler
393

Wilsall
MT
59086
Type or Classification
(B)
individual
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
Legal Claim Settlement06/24/2021$5,000
Name and Address
(A)
The Billings Times

2919 Montana Ave.
Billings
MT
59101
Type or Classification
(B)
Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$42,555
Total Non-Itemized Transactions with this Payee/Payer$5,813
Total of All Transactions with this Payee/Payer for This Schedule$48,368
Newsletters08/10/2021$26,856
Special Member Communications10/09/2020$15,699
Name and Address
(A)
Thomas Printing Company Inc.
9048

Kalispell
MT
59904
Type or Classification
(B)
Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,278
Total Non-Itemized Transactions with this Payee/Payer$5,814
Total of All Transactions with this Payee/Payer for This Schedule$12,092
Special Member Communications11/06/2020$6,278
Name and Address
(A)
Todd R. Zellmer

1917 S. Higgins Ave.
Missoula
MT
59801
Type or Classification
(B)
Individual
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
Settlement Agreement10/19/2020$6,500
Name and Address
(A)
US Postal Service

2300 N. Harris
Helena
MT
59601
Type or Classification
(B)
Mailing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,177
Total of All Transactions with this Payee/Payer for This Schedule$11,177
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 530-351

Name and Address
(A)
Cerillion N4 Partners

1326 5th Ave. Ste 334
Seattle
WA
98101
Type or Classification
(B)
Consulting Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$82,625
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$82,625
Legislative Crisis Media Buy05/07/2021$46,732
Media Buy06/04/2021$35,893
Name and Address
(A)
Mailing Technical Services Inc.
1753

Billings
MT
59103
Type or Classification
(B)
Mailing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,954
Total of All Transactions with this Payee/Payer for This Schedule$8,954
Name and Address
(A)
NP Consulting Inc.

1100 G Street NW, Ste 750
Washington
DC
20005
Type or Classification
(B)
Public Relations Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$23,750
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$23,750
MT Promise04/22/2021$23,750
Name and Address
(A)
The Billings Times

2919 Montana Ave.
Billings
MT
59101
Type or Classification
(B)
Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,510
Total Non-Itemized Transactions with this Payee/Payer$6,065
Total of All Transactions with this Payee/Payer for This Schedule$17,575
Newsletters08/10/2021$11,510
Name and Address
(A)
The Sexton Group

405 W. Superior #703
Chicago
IL
60654
Type or Classification
(B)
Grassroots Communications Co.
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,256
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$14,256
Legislative Communications03/31/2021$14,256
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 530-351

Name and Address
(A)
Belgrade Education Association

1715 Dillon Ave.
Belgrade
MT
59714
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,010
Total of All Transactions with this Payee/Payer for This Schedule$5,010
Name and Address
(A)
Billings Classified Employees Assn

510 N, 29th
Billings
MT
59101
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,270
Total of All Transactions with this Payee/Payer for This Schedule$6,270
Name and Address
(A)
Billings Education Association

510 N. 29th
Billings
MT
59101
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$61,545
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$61,545
Financial Assistance to Affiliate01/29/2021$30,608
Financial Assistance to Affiliate05/28/2021$30,937
Name and Address
(A)
Bozeman Education Association

8325 Goldenstein Lane
Bozeman
MT
59715
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$24,860
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$24,860
Financial Assistance to Affiliate01/29/2021$12,292
Financial Assistance to Affiliate05/28/2021$12,568
Name and Address
(A)
Butte Teachers Union

156 West Granite St. #F
Butte
MT
59701
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,587
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$11,587
Financial Assistance to Affiliate01/29/2021$5,793
Financial Assistance to Affiliate05/28/2021$5,794
Name and Address
(A)
Great Falls Education Association

511 13th Ave. S.
Great Falls
MT
59405
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$35,585
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$35,585
Financial Assistance to Affiliate01/29/2021$17,710
Financial Assistance to Affiliate05/28/2021$17,875
Name and Address
(A)
Helena Education Association

1232 E. 6th Ave.
Helena
MT
59601
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$34,210
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$34,210
Financial Assistance to Affiliate01/29/2021$17,160
Financial Assistance to Affiliate05/28/2021$17,050
Name and Address
(A)
Kalispell Education Association

108 Garland St.
Kalispell
MT
59901
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,730
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$11,730
Financial Assistance to Affiliate01/29/2021$5,925
Financial Assistance to Affiliate05/28/2021$5,805
Name and Address
(A)
Merged Missoula Classified Employees Org

1890 Ola dr.
Missoula
MT
59802
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,550
Total of All Transactions with this Payee/Payer for This Schedule$5,550
Name and Address
(A)
Missoula Education Association

1001 SW Higgins, Ste 101
Missoula
MT
59803
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$38,060
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$38,060
Financial Assistance to Affiliate01/29/2021$18,810
Financial Assistance to Affiliate05/28/2021$19,250
Name and Address
(A)
Montana Professional Teaching Foundation

1232 E. 6th Ave.
Helena
MT
59601
Type or Classification
(B)
Non-profit Charitable Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,568
Total of All Transactions with this Payee/Payer for This Schedule$6,568
Name and Address
(A)
University Faculty Association

002 University Hall, U of M
Missoula
MT
59812
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,450
Total of All Transactions with this Payee/Payer for This Schedule$9,450
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 530-351

Name and Address
(A)
360 Office Solutions
30598

Billings
MT
59107
Type or Classification
(B)
Office Supply Store
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$12,874
Total of All Transactions with this Payee/Payer for This Schedule$12,874
Name and Address
(A)
600 Park Ave LLC
1067

Helena
MT
59624
Type or Classification
(B)
Real Estate Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$14,000
Total of All Transactions with this Payee/Payer for This Schedule$14,000
Name and Address
(A)
Billings Education Association

510 N 29th
Billings
MT
59101
Type or Classification
(B)
Local Affiliate - Landlord & Office Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$15,000
Total of All Transactions with this Payee/Payer for This Schedule$15,000
Name and Address
(A)
CDW Direct
75723

Chicago
IL
60675
Type or Classification
(B)
Information Technology Products
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,336
Total Non-Itemized Transactions with this Payee/Payer$1,439
Total of All Transactions with this Payee/Payer for This Schedule$14,775
Computer Technology02/18/2021$13,336
Name and Address
(A)
Centurylink
29040

Phoenix
AZ
85038-9040
Type or Classification
(B)
Telephone Service Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$14,068
Total of All Transactions with this Payee/Payer for This Schedule$14,068
Name and Address
(A)
Charter Communications
742614

Cincinnati
OH
45274
Type or Classification
(B)
Telephone and Internet Services Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,976
Total of All Transactions with this Payee/Payer for This Schedule$8,976
Name and Address
(A)
Core Control Inc.
6129

Bozeman
MT
59771
Type or Classification
(B)
Control Systems
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,894
Total of All Transactions with this Payee/Payer for This Schedule$8,894
Name and Address
(A)
De Lage Landen
41602

Philadelphia
PA
19101
Type or Classification
(B)
Financial Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,240
Total of All Transactions with this Payee/Payer for This Schedule$7,240
Name and Address
(A)
Fisher Technology

575 E. 42nd St.
Boise
ID
83714
Type or Classification
(B)
Office Equipment Sales & Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,066
Total of All Transactions with this Payee/Payer for This Schedule$6,066
Name and Address
(A)
Formost Graphic Communications

19209-A Chennault Way
Gaithersburg
MD
20879
Type or Classification
(B)
Printing/Membership Card Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,086
Total of All Transactions with this Payee/Payer for This Schedule$6,086
Name and Address
(A)
Great Falls Education Association

511 13th Ave. S.
Great Falls
MT
59405
Type or Classification
(B)
Local Affiliate - Landlord & Office Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$16,736
Total of All Transactions with this Payee/Payer for This Schedule$16,736
Name and Address
(A)
Lewis & Clark County Treasurer

316 N. Park Ave., Rm 147
Helena
MT
59623
Type or Classification
(B)
County Treasurer
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$23,638
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$23,638
Property Taxes11/06/2020$8,892
Property Taxes11/20/2020$14,746
Name and Address
(A)
Missoula Educators' Credit Union
2668

Missoula
MT
59806
Type or Classification
(B)
Credit Union - Rent to Landlord - NW field office
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$25,548
Total of All Transactions with this Payee/Payer for This Schedule$25,548
Name and Address
(A)
Northwestern Energy

49 E. Broadway
Butte
MT
59707
Type or Classification
(B)
Utilities Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,226
Total of All Transactions with this Payee/Payer for This Schedule$9,226
Name and Address
(A)
Pitney Bowes
223648

Pittsburgh
PA
15250
Type or Classification
(B)
Postage Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer$7,500
Total of All Transactions with this Payee/Payer for This Schedule$17,500
Postage Meter Refill02/11/2021$5,000
Postage Meter Refill04/01/2021$5,000
Name and Address
(A)
Pitney Bowes Global Financial
856460

Louisville
KY
40285
Type or Classification
(B)
Postage Meter Rental
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$13,896
Total of All Transactions with this Payee/Payer for This Schedule$13,896
Name and Address
(A)
Service Master
310

Helena
MT
59624
Type or Classification
(B)
Office Cleaning Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$13,700
Total of All Transactions with this Payee/Payer for This Schedule$13,700
Name and Address
(A)
The Billings Times

2919 Montana Ave.
Billings
MT
59101
Type or Classification
(B)
Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$42,023
Total Non-Itemized Transactions with this Payee/Payer$2,426
Total of All Transactions with this Payee/Payer for This Schedule$44,449
Promotion Materials08/12/2021$36,331
Promotion Materials02/11/2021$5,692
Name and Address
(A)
Travelers Insurance
660317

Dallas
TX
75266
Type or Classification
(B)
Insurance Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,392
Total Non-Itemized Transactions with this Payee/Payer$112
Total of All Transactions with this Payee/Payer for This Schedule$25,504
Property/Umbrella/Liability Insurance09/21/2020$14,277
Property/Umbrella/Liability Insurance11/25/2020$11,115
Name and Address
(A)
Treasure State Internet & Telegraph

7 W. 6th Ave., Ste 614
Helena
MT
59601
Type or Classification
(B)
Internet Services Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,281
Total of All Transactions with this Payee/Payer for This Schedule$7,281
Name and Address
(A)
US Postal Service

2300 N. Harris
Helena
MT
59601
Type or Classification
(B)
Mailing Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,028
Total of All Transactions with this Payee/Payer for This Schedule$5,028
Name and Address
(A)
Velosio LLC

5747 Perimeter Dr., Ste. 20
Dublin
OH
43017
Type or Classification
(B)
Technology Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,435
Total of All Transactions with this Payee/Payer for This Schedule$9,435
Name and Address
(A)
West Mont

2708 Bozeman Ave.
Helena
MT
59601
Type or Classification
(B)
Social Services Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,299
Total Non-Itemized Transactions with this Payee/Payer$1,311
Total of All Transactions with this Payee/Payer for This Schedule$8,610
Membership Card Mailing10/06/2020$7,299
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 530-351

Name and Address
(A)
Allegra Marketing

40 W. Lawrence
Helena
MT
59601
Type or Classification
(B)
Printing & Promotional Products Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,801
Total Non-Itemized Transactions with this Payee/Payer$3,091
Total of All Transactions with this Payee/Payer for This Schedule$15,892
Marketing Materials09/21/2020$12,801
Name and Address
(A)
Anderson ZurMuehlen & Co.
1040

Helena
MT
59624-1040
Type or Classification
(B)
Accounting Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$17,000
Total Non-Itemized Transactions with this Payee/Payer$12,050
Total of All Transactions with this Payee/Payer for This Schedule$29,050
Audit Services10/30/2020$17,000
Name and Address
(A)
Cerillion N4 Partners

1326 5th Ave. Ste 334
Seattle
WA
98101
Type or Classification
(B)
Consulting firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$164,685
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$164,685
Work That Matters02/26/2021$164,685
Name and Address
(A)
Data Imaging Systems Inc.
20457

Billings
MT
59104-0457
Type or Classification
(B)
Electronic Data Storage
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,827
Total of All Transactions with this Payee/Payer for This Schedule$7,827
Name and Address
(A)
Kendra Miller

3734 Potosi St.
Bozeman
MT
59718
Type or Classification
(B)
Individual
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,425
Total Non-Itemized Transactions with this Payee/Payer$16,425
Total of All Transactions with this Payee/Payer for This Schedule$21,850
Internal Professional Service06/04/2021$5,425
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 530-351

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$2,248,066
Health/Dental/Vision InsuranceMontana Unified School Trust$1,028,759
Multi-Employer Pension PlanNEA Employees Retirement Fund$1,033,206
Life/AD&D/Long-Term DisabilityUnum Provident Corporation$39,632
Accidental Death & Dismemberment/Life InsuranceDearborn Life Insurance$5,363
LIUNA National Pension FundLIUNA$68,056
Member Liability InsuranceAmerican Federation of Teachers$22,829
Member Liability InsuranceNational Education Association$15,801
Association Professional Liability InsuranceNational Education Association$2,365
Health Reimbursement Account PlanAllegiance Benefit Plan Management$32,055
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 530-351
Item 71 Title: The Executive Director signs instead of the Treasurer as he has more knowledge of the organization on a daily basis.

Question 10: MFPE 401(k) Retirement Plan & Trust, Form 5500 filed timely, Plan Number 001; MFPE Officer's Money Market Purchase Pension Plan & Trust, Form 5500 filed timely. Plan Number 004. The address of both trusts are the following: 1232 E. 6th Ave. Helena, MT 59601

Question 11(a):

Question 11(a): : : MFPE PAC reported and filed timely with the State of Montana, Commissioner of Political Practices.

Question 11(b):

Question 11(b): : : MFPE Building Corporation is a subsidiary 501(c)(2) organization holding title to the building at 1232 E. 6th Avenue, Helena, MT 59601

Question 12: An audit was performed by an outside auditing firm, Anderson ZurMuehlen & Company.

Question 13: One payroll direct deposit bank account number was fraudulently changed for one employee. Police report was filed. Total loss was $1,928.33. Fraudulent payment was not repaid.

Question 15: MFPE disposed of some obsolete equipment by donating it to a local 501(c)(3), recycling the equipment, and/or disposing at local landfill.

Schedule 1, Row1:

Schedule 1, Row1:

Schedule 1, Row2:

Schedule 1, Row2:

Schedule 2, Row1:

Schedule 2, Row1:

Schedule 2, Row2:

Schedule 2, Row2:

Schedule 8, Row3:

Schedule 8, Row3:

Schedule 8, Row4:

Schedule 8, Row4:

Schedule 8, Row5:

Schedule 8, Row5:

Schedule 8, Row6:

Schedule 8, Row6:

Schedule 8, Row1:

Schedule 8, Row1:

Schedule 8, Row2:

Schedule 8, Row2:

Schedule 13, Row1:

Schedule 13, Row1::These are individuals who are still actively working. these individuals pay full dues and have voting rights.

Schedule 13, Row1:

Schedule 13, Row1::

Schedule 13, Row2:

Schedule 13, Row2::These are individuals who have retired. These individuals paid for a lifetime membership. Retirees have limited governance rights due to the fact they are not eligible for active membership.

Schedule 13, Row2:

Schedule 13, Row2::

Schedule 13, Row3:

Schedule 13, Row3::These are individuals who are still in school and have not begun working yet. These individuals pay full student dues. Student members have limited governance rights due to the fact they are not eligible for active membership.

Schedule 13, Row3:

Schedule 13, Row3::

Schedule 13, Row4:

Schedule 13, Row4::These individuals are not active members but rather staff who work for the union. These individuals do not have voting rights.

Schedule 13, Row4:

Schedule 13, Row4::These individuals do not have voting rights.

Schedule 13, Row5:

Schedule 13, Row5::These individuals are considered associates within the organization and not active members. These individuals do not pay full dues.

Schedule 13, Row5:

Schedule 13, Row5::These individuals do not have voting rights.

Schedule 13, Row6:

Schedule 13, Row6::These are individuals who are substitute teachers who are ineligible for active membership. They do not pay full dues.

Schedule 13, Row6:

Schedule 13, Row6::These individuals do not have voting rights.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)