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: 01-31-2025
MUST BE USED BY LABOR ORGANIZATIONS WITH $250,000 OR MORE IN TOTAL ANNUAL RECEIPTS AND LABOR ORGANIZATIONS IN TRUSTEESHIP

This report is mandatory under P.L. 86-257, as amended.  Failure to comply may result in criminal prosecution, fines, or civil penalties as provided by 29 U.S.C. 439 or 440.
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.
For Official Use Only
1. FILE NUMBER
512-443
2. PERIOD COVERED
From07/01/2021
Through06/30/2022
3. (a) AMENDED - Is this an amended report:
No
(b) HARDSHIP - Filed under the hardship procedures:
No
(c) TERMINAL - This is a terminal report:No
4. AFFILIATION OR ORGANIZATION NAME
TEACHERS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
STATE FEDERATION
 6. DESIGNATION NBR
8035
7. UNIT NAME (if any)
OREGON
8. MAILING ADDRESS (Type or print in capital letters)
First Name
Jaime
 Last Name
Rodriguez
P.O Box - Building and Room Number

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


9. Are your organization's records kept at its mailing address?


Yes

Each of the undersigned, duly authorized officers of the above labor organization, declares, under penalty of perjury and other applicable penalties of law, that all of the information submitted in this report (including information contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned individual's knowledge and belief, true, correct and complete (See Section V on penalties in the instructions.)
70. SIGNED:Jaime RodriguezPRESIDENT71. SIGNED:Jaime RodriguezTREASURER
Date:Sep 22, 2022Telephone Number:971-888-5665Date:Sep 27, 2022Telephone Number:971-888-5665
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 512-443
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?No
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?Yes
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?No
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?Yes
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?Yes
19. What is the date of the labor organization's next regular election of officers?04/2023
20. How many members did the labor organization have at the end of the reporting period?7,944
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Feesvariouspermonth.055019.064285
(b) Working Dues/Feesper
(c) Initiation Feesper
(d) Transfer Feesper
(e) Work Permitsper

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

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $3,919,851$4,409,418
23. Accounts Receivable1$415,263$326,677
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $0$0
26. Investments5$0
27. Fixed Assets6$929,156$901,328
28. Other Assets7$20,043$28,613
29. TOTAL ASSETS $5,284,313$5,666,036

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$3,693$5,017
31. Loans Payable9$0$0
32. Mortgages Payable $268,080$231,000
33. Other Liabilities10$85,027$74,653
34. TOTAL LIABILITIES $356,800$310,670
35. NET ASSETS$4,927,513$5,355,366
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 512-443

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $0
37. Per Capita Tax $2,013,181
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $0
41. Dividends $0
42. Rents $0
43. Sale of Investments and Fixed Assets3$38,998
44. Loans Obtained9$18,799
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $29,764
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$269,022
49. TOTAL RECEIPTS $2,369,764
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$521,908
51. Political Activities and Lobbying16$154,453
52. Contributions, Gifts, and Grants17$51,530
53. General Overhead18$538,875
54. Union Administration19$197,728
55. Benefits20$277,311
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
61. Loans Made2$0
62. Repayment of Loans Obtained9$18,799
63. To Affiliates of Funds Collected on Their Behalf $31,470
64. On Behalf of Individual Members $0
65. Direct Taxes $88,123
  
66. Subtotal $1,880,197
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$309,725  
  67b. Less Total Disbursed$309,725  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $1,880,197
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 512-443

Entity or Individual Name
(A) 		Total Account Receivable
(B) 		90-180 Days
Past Due
(C) 		180+ Days
Past Due
(D) 		Liquidated Account
Receivable
(E)
Total of all itemized accounts receivable$0$0$0$0
Totals from all other accounts receivable$326,677   
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $326,677$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 512-443

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

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Gross Sales Price
(D) 		Amount Received
(E)
Total of all lines above$0$0$38,998$38,998
Klamath Falls Property$0$0$38,998$38,998
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$38,998
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 512-443

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

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost
B. Total Book Value
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
Other Investments 
D. Total Cost
E. Total Book Value
F. List each other investment which has a book value over $5,000 and exceeds 5% of Line E.  Also, list each subsidiary for which separate reports are attached.  
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 512-443

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      10228 SW Capitol Hwy, Tigard, OR$165,240 $165,240$307,660
B. Buildings (give location)    
Building  1 :      10228 SW Capitol Hwy, Tigard, OR$982,362$251,886$730,474$1,284,110
C. Automobiles and Other Vehicles
D. Office Furniture and Equipment$61,346$55,734$5,614$5,614
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,208,948$307,620$901,328$1,597,384
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 512-443

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $28,613
Prepaid Expenses$26,808
Loan Costs net of accumulated amortization$1,805
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 512-443

Entity or Individual Name
(A) 		Total Account
Payable
(B) 		90-180 Days
Past Due
(C) 		180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable$0$0$0$0
Total from all other accounts payable$5,017$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $5,017$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 512-443

Source of Loans Payable at Any
Time During the Reporting Period
(A) 		Loans Owed at
Start of Period
(B) 		Loans Obtained
During Period
(C) 		Repayment
During Period
Cash
(D)(1) 		Repayment
During Period
Other Than Cash
(D)(2) 		Loans Owed at
End of Period
(E)
Total Loans Payable$0$18,799$18,799$0$0
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
Charles Schwab$0$18,799$18,799$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 512-443

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $74,653
Payroll withholdings payable$18,447
Accrued Vacation$56,206
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 512-443

(A)
Name		(B)
Title		(C)
Status		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances
Disbursed 		(F)
Disbursements for Official Business 		(G)
Other
Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Batten ,  Michelle  
VP at Large
N		$399$399
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 		Cain ,  Shaun  
Secretary
C		$749$749
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Mattox ,  Clint  
VP at Large
N		$100$100
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Cooper ,  Ted  
VP at Large
C		$749$749
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Currin ,  Louise  
Retiree Liaison
C		$249$249
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Davis ,  Edward  
VP at Large
C		$249$249
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Erbs ,  Ira  
VP at Large
C		$349$349
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Grider ,  Jeff  
Executive Vice President
C		$949$949
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Hansen ,  Melody  
Treasurer
C		$549$549
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Jacob ,  Ariana  
VP at Large
C		$349$349
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 		MacDuffee ,  John  
VP at Large
N		$399$399
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 		Weitemier ,  Kevin  
VP at Large
N		$399$399
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 		Langworthy ,  Debbie  
VP at Large
N		$399$399
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		Peterman ,  Kayleigh  
VP at Large
C		$349$349
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 		Friaz ,  Ricardo  
VP at Large
N		$199$199
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 		Rodriguez ,  Jaime  
President
C		$115,513$3,157$118,670
I
Schedule 15
Representational Activities 		2 % Schedule 16
Political Activities and Lobbying 		4 % Schedule 17
Contributions 		Schedule 18
General Overhead 		85 % Schedule 19
Administration 		9 %
Total Officer Disbursements$115,513$0$9,593$0$125,106
Less Deductions    $35,826
Net Disbursements    $89,280
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 512-443

(A)
Name		(B)
Title		(C)
Other Payer		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances Disbursed 		(F)
Disbursements for Official Business 		(G)
Other Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Andersen ,  Dan  
Field Rep
n/a		$22,683$75$22,758
I
Schedule 15
Representational Activities 		91 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		3 % Schedule 19
Administration 		6 %
A
B
C 		Bartholomew ,  Karen  
Admin
n/a		$93,726$429$94,155
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 		Dreiling ,  Michelle  
Field Rep
n/a		$49,497$2,378$51,875
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		Schedule 18
General Overhead 		4 % Schedule 19
Administration 		10 %
A
B
C 		Glase ,  Rob  
Field Rep
n/a		$89,272$2,128$91,400
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Haverkamp ,  Andrea  
State Affiliate Political
n/a		$31,272$977$32,249
I
Schedule 15
Representational Activities 		4 % Schedule 16
Political Activities and Lobbying 		86 % Schedule 17
Contributions 		Schedule 18
General Overhead 		1 % Schedule 19
Administration 		9 %
A
B
C 		Lally ,  Bryan  
Field Rep
n/a		$98,612$2,844$101,456
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		Mahoney-Watson ,  William  
Field Rep
n/a		$65,853$983$66,836
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		35 % Schedule 19
Administration 		13 %
A
B
C 		Meyer ,  LaTonya  
Administrative Specialist
n/a		$14,306$107$14,413
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 		Sevey ,  Sarah  
Financial Operations Dire
n/a		$90,338$1,080$91,418
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		99 % Schedule 19
Administration 		1 %
A
B
C 		Vasquez-Garcia ,  Mayra  
Field Rep
n/a		$73,070$1,279$74,349
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		White ,  Kiambo  
Field Rep
n/a		$9,753$50$9,803
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		White ,  Marylou  
Field Rep
n/a		$62,718$2,876$65,594
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$17,526$17,526
I Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
Total Employee Disbursements$718,626$0$15,206$0$733,832
Less Deductions    $180,074
Net Disbursements    $553,758
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 512-443

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 7,944 
Agency Fee Payers*7
Total Members/Fee Payers7,951 
*Agency Fee Payers are not considered members of the labor organization.
Salary $98,038+372Yes
Salary $42,395-$98,037.992,667Yes
Salary $29,676-$42,394.99870Yes
Salary $18,018-$29,675.992,137Yes
Salary $10,599-$18,017.99841Yes
Salary $10,598.99 or less535Yes
Leave/ Layoff522Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 512-443

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$172,843
2. Named Payer Non-itemized Receipts$74,249
3. All Other Receipts$21,930
4. Total Receipts$269,022
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$30,000
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$21,530
6. Total Disbursements$51,530
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$36,419
2. Named Payee Non-itemized Disbursements$500
3. To Officers$2,373
4. To Employees$457,016
5. All Other Disbursements$25,600
6. Total Disbursements$521,908
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$54,832
2. Named Payee Non-itemized Disbursements$111,818
3. To Officers$100,870
4. To Employees$225,545
5. All Other Disbursements$45,810
6. Total Disbursements$538,875
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$57,250
2. Named Payee Non-itemized Disbursements$59,974
3. To Officers$4,747
4. To Employees$29,590
5. All Other Disbursements$2,892
6. Total Disbursements$154,453
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$81,445
2. Named Payee Non-itemized Disbursements$33,927
3. To Officers$17,116
4. To Employees$21,682
5. All Other Disbursements$43,558
6. Total Disbursements$197,728
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 512-443

Name and Address
(A)




-1
Type or Classification
(B)
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$0
Name and Address
(A)
American Federation of Teachers

555 New Jersey Ave
Washington
DC
20001
Type or Classification
(B)
Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$134,757
Total Non-Itemized Transactions with this Payee/Payer$73,949
Total of All Transactions with this Payee/Payer for This Schedule$208,706
AFT Reimbursement07/08/2021$23,740
AFT Reimbursement10/08/2021$19,605
AFT Reimbursement01/14/2022$23,801
AFT Reimbursement04/11/2022$21,916
Solidarity Fund Assistance07/22/2021$13,603
Solidarity Fund Assistance10/27/2021$9,238
Solidarity Fund Assistance01/31/2022$16,751
Solidarity Fund Assistance02/28/2022$6,103
Name and Address
(A)
Oregon State University

624 Kerr Administration Bld
Corvallis
OR
97331
Type or Classification
(B)
University
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$30,397
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$30,397
ULP fees and costs02/24/2022$30,397
Name and Address
(A)
United Academics OSU

760 SW Madison Ave #200
Corvallis
OR
97333
Type or Classification
(B)
Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,689
Total Non-Itemized Transactions with this Payee/Payer$300
Total of All Transactions with this Payee/Payer for This Schedule$7,989
Reimbursement of expenses09/09/2021$7,689
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 512-443

Name and Address
(A)
Associated Academic Professional
PO Box 971

La Grande
OR
97850
Type or Classification
(B)
Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,097
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$20,097
Local Assistance Grant09/20/2021$15,097
Local Assistance Grant06/23/2022$5,000
Name and Address
(A)
Graduate Teaching Fellow Federation

609 E. 13th St
Eugene
OR
97405
Type or Classification
(B)
Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$500
Total of All Transactions with this Payee/Payer for This Schedule$5,500
Local Assistance Grant11/15/2021$5,000
Name and Address
(A)
United Academics OSU

760 SW Madison Ave #200
Corvallis
OR
97333
Type or Classification
(B)
Union
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
Local Assistance Grant10/26/2021$5,000
Name and Address
(A)
West OR University Federation of Teachers

345 Monmouth Ave N
Monmouth
OR
97361
Type or Classification
(B)
Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,322
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,322
Local Assistance Grant06/24/2022$6,322
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 512-443

Name and Address
(A)
AFT-Oregon Candidate PAC

10228 SW Capitol Hwy
Portland
OR
97219
Type or Classification
(B)
PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$52,250
Total Non-Itemized Transactions with this Payee/Payer$1,750
Total of All Transactions with this Payee/Payer for This Schedule$54,000
AFT-OR Candidate PAC transfers04/26/2022$7,500
AFT-OR Candidate PAC transfers03/29/2022$44,750
Name and Address
(A)
Kramers Mailing Service, Inc.

16745 SW Kens Court Suite A
Milwaukie
OR
97267
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$6,724
Total of All Transactions with this Payee/Payer for This Schedule$6,724
Name and Address
(A)
Mahonia Public Affairs
4136

Salem
OR
97302
Type or Classification
(B)
Consulting
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$44,000
Total of All Transactions with this Payee/Payer for This Schedule$44,000
Name and Address
(A)
No Cuts to PERS LLC

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

525 NE Oregon Suite 525
Portland
OR
97232
Type or Classification
(B)
Issues Coalition
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
2021 Van Access10/29/2021$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 512-443

Name and Address
(A)
Next Up Action Fund

333 SE 2nd Ave
Portland
OR
97214
Type or Classification
(B)
Coalition
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution03/28/2022$5,000
Name and Address
(A)
Oregon Center for Public Policy

6420 S Macadam Ave, Ste 200
Portlland
OR
97239
Type or Classification
(B)
Consulting
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,000
Contribution09/20/2021$10,000
Name and Address
(A)
Oregon Labor Candidate School

3645 SE 32ND AVE
Portland
OR
97202
Type or Classification
(B)
Labor Candidate School
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,000
Contribution09/20/2021$10,000
Name and Address
(A)
Working Families Party

77 Sands St #6
Brooklyn
OR
11201
Type or Classification
(B)
Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution04/19/2022$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 512-443

Name and Address
(A)
966Chase Bank


Columbus
OH
43224-0696
Type or Classification
(B)
Bank/Lender
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$47,908
Total of All Transactions with this Payee/Payer for This Schedule$47,908
Name and Address
(A)
Comcast
PO Box 60533

City of Industry
CA
91716
Type or Classification
(B)
Internet Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,066
Total of All Transactions with this Payee/Payer for This Schedule$5,066
Name and Address
(A)
Lauka McGuire PC
3511 SE Milwaukie Ave

Portland
OR
97202
Type or Classification
(B)
Accountant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$23,100
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$23,100
Audit and Tax Preparation11/22/2021$10,100
Audit and Tax Preparation09/09/2021$13,000
Name and Address
(A)
Liberty Mutual Insurance
PO Box 91013

Chicago
IL
60680
Type or Classification
(B)
Insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,025
Total Non-Itemized Transactions with this Payee/Payer$55
Total of All Transactions with this Payee/Payer for This Schedule$5,080
Insurance01/18/2022$5,025
Name and Address
(A)
Magic Rag

3839 Pacific Ave #103
Forest Grove
OR
97116
Type or Classification
(B)
Janitorial
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,950
Total of All Transactions with this Payee/Payer for This Schedule$10,950
Name and Address
(A)
Multnomah County Tax Collector
501 Se Hawthorn #175

Portland
OR
97214
Type or Classification
(B)
Tax Assessor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$19,933
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$19,933
Property Tax10/25/2021$19,933
Name and Address
(A)
Portland General Electric
PO Box 4438

Portland
OR
97208
Type or Classification
(B)
Utilities
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,052
Total of All Transactions with this Payee/Payer for This Schedule$7,052
Name and Address
(A)
Ripcity Painting LLC

13820 SW Electric St #309
Beaverton
OR
97005
Type or Classification
(B)
Contractor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,325
Total of All Transactions with this Payee/Payer for This Schedule$6,325
Name and Address
(A)
Stumptown IT


Portland
OR
Type or Classification
(B)
Information Technology
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,774
Total Non-Itemized Transactions with this Payee/Payer$6,129
Total of All Transactions with this Payee/Payer for This Schedule$12,903
2 Laptops10/11/2021$2,238
4 Laptops06/17/2022$4,536
Name and Address
(A)
US Bank Equipment Finance
PO Box 790448

St. Louis
MI
63179
Type or Classification
(B)
Office Equipment Lease
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$22,054
Total of All Transactions with this Payee/Payer for This Schedule$22,054
Name and Address
(A)
Waste Management
PO Box 541065

Los Angeles
CA
90054-1065
Type or Classification
(B)
Utilities
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,279
Total of All Transactions with this Payee/Payer for This Schedule$6,279
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 512-443

Name and Address
(A)
Bloomberg Industry Group


Arlington
VA
Type or Classification
(B)
Subscription/Publication
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,952
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$12,952
Subscription 07/03/2020-07/02/202207/06/2021$6,012
Subscription 07/03/2022-07/02/202305/11/2022$6,940
Name and Address
(A)
Oldham Law Office

12275 SW 2nd St
Beaverton
OR
97005
Type or Classification
(B)
Law Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,864
Total of All Transactions with this Payee/Payer for This Schedule$8,864
Name and Address
(A)
Salem Convention Center

200 Commercial Street SE
Salem
OR
97301
Type or Classification
(B)
Convention Center
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,535
Total Non-Itemized Transactions with this Payee/Payer$6,370
Total of All Transactions with this Payee/Payer for This Schedule$17,905
Winter school04/30/2022$5,932
Winter school04/30/2022$5,603
Name and Address
(A)
Sunriver Resort
PO Box 3609

Sunriver
OR
97707
Type or Classification
(B)
Hotel/conference facility
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer$171
Total of All Transactions with this Payee/Payer for This Schedule$10,171
Conference01/05/2022$10,000
Name and Address
(A)
Tedesco Law Group

12780 SE Stark St
Portland
OR
97233
Type or Classification
(B)
Law Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$46,958
Total Non-Itemized Transactions with this Payee/Payer$18,522
Total of All Transactions with this Payee/Payer for This Schedule$65,480
Legal Fees05/31/2022$5,471
Legal Fees09/30/2021$5,791
Legal Fees04/30/2022$5,862
Legal Fees12/31/2021$12,344
Legal Fees01/31/2022$17,490
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 512-443

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$277,311
RetirementCharles Schwab$89,618
MedicalKaiser$164,353
DentalModa$15,426
Life InsurancePrincipal Life Insurance Company$6,680
Life InsuranceKaren Bartholomew$1,234
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 512-443


Question 11(a):

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

Question 11(b):

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

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

Question 16: Real property is pledged as collateral for a mortgage loan.

Question 18: Changes to Section 5 of the Constitution and Bylaws to provide for threshold dollar amounts to action funds as follows: Member Per Capita. Effective July 1, 2021, 12.21% of each member per capita shall be set aside upon receipt by AFT-Oregon, to be distributed into action funds specified in Section 5. The default distribution of funds from per capita revenue to action funds shall be: 97.6% to the Solidarity Fund, 1.42% to the Defense Fund, and 0.98% to the Building Fund. Each fund has a threshold dollar amount, specified in this section. When a per capita is distributed to the action funds, if some funds are below their threshold dollar amounts, the per capita will be divided evenly among the funds currently below their threshold dollar amounts. If all funds are at or above their threshold dollar amounts, than the per capita shall be divided among the funds by the default distribution. The threshold dollar amount for the Solidarity Fund is $10,000. The threshold dollar amount for the Defense Fund is $50,000. The threshold dollar amount for the Building Fund is $100,000.

Schedule 9, Row1:

Schedule 9, Row1::::

Schedule 13, Row5:

Schedule 13, Row5::::Members whose salaries are from $10,599 to $18,017.99.

Schedule 13, Row5:

Schedule 13, Row5::::

Schedule 13, Row1:

Schedule 13, Row1:Members with salaries of $98,038 or more.

Schedule 13, Row1:

Schedule 13, Row1::::

Schedule 13, Row2:

Schedule 13, Row2::::Members whose salaries are from $42,395 to $98,037.99

Schedule 13, Row2:

Schedule 13, Row2::::

Schedule 13, Row3:

Schedule 13, Row3::::Members whose salaries are from $26,676 to $42,394.99

Schedule 13, Row3:

Schedule 13, Row3::::

Schedule 13, Row4:

Schedule 13, Row4::::Members whose salaries are from $18,018 to $29,675.99

Schedule 13, Row4:

Schedule 13, Row4::::

Schedule 13, Row6:

Schedule 13, Row6::::Members whose salaries are from $10,598.99 or less

Schedule 13, Row6:

Schedule 13, Row6::::

Schedule 13, Row7:

Schedule 13, Row7::::Members on leave/layoff

Schedule 13, Row7:

Schedule 13, Row7:::
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)