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
530-351
2. PERIOD COVERED
From09/01/2021
Through08/31/2022
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 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 29, 2022Telephone Number:406-442-4250Date:Nov 29, 2022Telephone 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.)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?Yes
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?Yes
19. What is the date of the labor organization's next regular election of officers?04/2024
20. How many members did the labor organization have at the end of the reporting period?20,698
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 $3,472,127$2,442,389
23. Accounts Receivable1$291,072$268,663
24. Loans Receivable2$128,556$111,029
25. U.S. Treasury Securities $0$0
26. Investments5$5,634,452$5,728,828
27. Fixed Assets6$677,796$576,282
28. Other Assets7$43,045$70,950
29. TOTAL ASSETS $10,247,048$9,198,141

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$201,174$135,553
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$1,690,586$1,582,564
34. TOTAL LIABILITIES $1,891,760$1,718,117
35. NET ASSETS$8,355,288$7,480,024
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 $6,318,835
37. Per Capita Tax $3,009,755
38. Fees, Fines, Assessments, Work Permits $248,836
39. Sale of Supplies $125
40. Interest $9,373
41. Dividends $106,656
42. Rents $0
43. Sale of Investments and Fixed Assets3$165,563
44. Loans Obtained9$0
45. Repayments of Loans Made2$17,527
46. On Behalf of Affiliates for Transmittal to Them $39,913
47. From Members for Disbursement on Their Behalf $334,325
48. Other Receipts14$1,494,813
49. TOTAL RECEIPTS $11,745,721
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$3,105,818
51. Political Activities and Lobbying16$467,884
52. Contributions, Gifts, and Grants17$335,799
53. General Overhead18$378,084
54. Union Administration19$1,186,755
55. Benefits20$2,286,339
56. Per Capita Tax $3,016,385
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $310,123
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$1,004,640
61. Loans Made2$0
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $49,255
64. On Behalf of Individual Members $346,442
65. Direct Taxes $316,095
  
66. Subtotal $12,803,619
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$1,329,551  
  67b. Less Total Disbursed$1,301,391  
  67c. Total Withheld But Not Disbursed $28,160
68. TOTAL DISBURSEMENTS $12,775,459
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$0$0$0$0
Totals from all other accounts receivable$268,663$275$697 
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $268,663$275$697$0
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$128,556$0$17,527$0$111,029
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%
$121,128$0$10,099$0$111,029
Name: Great Falls Education Associat
Purpose: Replace Roof
Security: Second Mortgage
Terms of Repayment: 5.0%
$7,428$0$7,428$0$0
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$228,861$165,563$165,563$165,563
Equipment$52,877$0$0$0
Sale of Investments$165,563$165,563$165,563$165,563
Furniture$2,083$0$0$0
Computer Equipment$8,338$0$0$0
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$165,563
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$1,010,190$1,009,186$1,004,640
Purchase of Investments$1,000,000$1,000,000$1,000,000
Computer Equipment$10,190$9,186$4,640
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$1,004,640
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$5,246,036
B. Total Book Value$5,296,969
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • Ishares Russell 2000 Value
$382,245
  • Invesco Senior Loan
$476,627
  • IShares Core MSCI Total Intl
$532,795
  • Vanguard Short Term Bond
$751,380
  • Vanguard Growth
$790,367
  • Vanguard Value
$1,029,638
  • IShares Core US Aggregate Bond
$833,677
  • Vanguard Short Term Corp Bond
$326,559
Other Investments 
D. Total Cost$401,605
E. Total Book Value$431,859
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
$431,859
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $5,728,828
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$77,929
B. Buildings (give location)    
Building  1 :      1232 E. 6th Ave., Helena, MT 59601$997,299$631,463$365,836$444,190
C. Automobiles and Other Vehicles$519,728$408,098$111,630$111,630
D. Office Furniture and Equipment$265,178$246,315$18,863$18,863
E. Other Fixed Assets$81,252$8,063$73,189$73,189
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,870,221$1,293,939$576,282$725,801
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)) $70,950
Prepaid Expenses$65,950
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$107,120$0$0$0
Total from all other accounts payable$28,433$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $135,553$0$0$0
American Federation of Teachers$100,670$0$0$0
McDonald Law Firm LLC$6,450$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)) $1,582,564
Accrued Salaries and Wages$183,322
Payroll Taxes and Benefits$25,304
Deferred Compensation Plan$431,859
Funds Held for Members$45,964
Deferred Revenue$25,264
Capital Lease Payable$1,752
Accrued Compensated Absences$869,099
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		$124,328$19,223$143,551
I
Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		45 %
A
B
C 		Dwyer ,  Bill  
1st Vice President
P		$740$333$1,073
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  
1st Vice President
N		$3,500$6,067$9,567
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
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 		Harrington ,  Samantha  
2nd Vice President
N		$967$8,635$9,602
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$10,294$13,794
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
P		$848$322$1,170
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 		Ballou ,  KaCee  
NEA Director
N		$1,212$2,009$3,221
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
C		$1,461$1,461
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 		Hursh ,  Kris  
District 1 Vice Chair
N		$407$407
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		$1,148$1,148
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
P		$287$287
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 		Postma ,  Britt  
District 2 Vice Chair
N		$321$321
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		$4,390$4,390
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 Vice Chair
C		$3,370$3,370
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		$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 		Campbell ,  Colette  
District 4 Vice Chair
C		$943$943
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
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 Chair
N		$2,485$2,485
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
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 		Shaffer ,  Lissy  
District 5 Vice Chair
N		$319$319
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		$2,483$2,483
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		$2,415$2,415
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		$2,878$2,878
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		$5,282$5,282
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		$1,702$1,702
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		$4,039$4,039
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
C		$1,446$1,446
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		$1,536$1,536
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 		Funk ,  Moffie  
District 10 Chair
C		$1,458$1,458
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		$342$342
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$135,095$0$86,437$0$221,532
Less Deductions    $36,418
Net Disbursements    $185,114
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		$83,309$5,363$88,672
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Burgess ,  Tom  
Field Consultant
N/A		$127,740$4,722$132,462
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Burke ,  Erik  
Executive Director
N/A		$147,321$6,217$153,538
I
Schedule 15
Representational Activities 		35 % Schedule 16
Political Activities and Lobbying 		20 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		45 %
A
B
C 		Caldwell ,  Lauren  
Political Director
N/A		$114,431$7,093$121,524
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		$93,682$10,542$104,224
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Charlson ,  Melanie  
Field Consultant
N/A		$93,682$3,064$96,746
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		$128,980$9,114$138,094
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		$109,244$6,420$115,664
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		DeTienne ,  Cindy  
Administrative Assistant
N/A		$69,663$228$69,891
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Devine ,  Jolene  
Membership Specialist
N/A		$69,700$23$69,723
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		$93,682$12,992$106,674
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Ehli ,  Brian  
Field Consultant
N/A		$128,980$7,492$136,472
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Fladmo ,  Diane  
Public Policy Director
N/A		$126,500$3,830$130,330
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Funk ,  Bob  
Communications Director
N/A		$94,682$1,434$96,116
I
Schedule 15
Representational Activities 		25 % Schedule 16
Political Activities and Lobbying 		45 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		30 %
A
B
C 		Graveley ,  Donna  
Management Assistant
N/A		$70,850$1,922$72,772
I
Schedule 15
Representational Activities 		43 % Schedule 16
Political Activities and Lobbying 		20 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		37 %
A
B
C 		Greenfield ,  Jeff  
Field Consultant
N/A		$124,020$4,081$128,101
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Harris ,  Tammy  
Field Consultant
N/A		$123,800$10,297$134,097
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Howe ,  Jeff  
Field Consultant
N/A		$93,682$3,111$96,793
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Lavinder Schwalk ,  Shelli  
Field Consultant
N/A		$93,682$3,094$96,776
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Legg ,  Amy  
Administrative Assistant
N/A		$50,589$205$50,794
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Nielsen ,  Larry  
Field Consultant
N/A		$126,388$9,120$135,508
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Nisbet ,  Daryn  
Membership Specialist
N/A		$62,710$885$63,595
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		$129,980$1,188$131,168
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		$125,495$9,311$134,806
I
Schedule 15
Representational Activities 		70 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		20 %
A
B
C 		Piper ,  Sarah  
Research Director
N/A		$88,497$7,646$96,143
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		20 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		Reichelt ,  Shauna  
Administrative Assistant
N/A		$67,026$634$67,660
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		$69,592$413$70,005
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Schillreff ,  Rachel  
Field Consultant
N/A		$83,309$11,904$95,213
I
Schedule 15
Representational Activities 		94 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Smith ,  Morgan  
Organizing Director
N/A		$124,020$3,699$127,719
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		25 %
A
B
C 		Sundly ,  Christine  
Field Consultant
N/A		$83,309$4,548$87,857
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Thomas ,  Becky  
Administrative Assistant
N/A		$70,184$76$70,260
I
Schedule 15
Representational Activities 		16 % Schedule 16
Political Activities and Lobbying 		34 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		50 %
A
B
C 		Treib ,  Kate  
Administrative Assistant
N/A		$61,452$187$61,639
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Weigand ,  Jenny  
Field Consultant
N/A		$88,497$5,239$93,736
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		4 %
A
B
C 		Wilkins ,  Susan  
Membership Specialist II
N/A		$69,127$1,067$70,194
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		$69,357$313$69,670
I
Schedule 15
Representational Activities 		62 % Schedule 16
Political Activities and Lobbying 		25 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		13 %
A
B
C 		Miles ,  Jakob  
Project Organizer
N/A		$16,760$117$16,877
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 		Nguyen ,  Thai  
Project Organizer
N/A		$42,096$1,370$43,466
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 		Scow ,  Faith  
Project Organizer
N/A		$17,877$3,360$21,237
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 		Telling ,  Sam  
Political Organizer
N/A		$23,783$1,373$25,156
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$30,731$3,184$33,915
I Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
Total Employee Disbursements$3,488,409$0$166,878$0$3,655,287
Less Deductions    $1,280,274
Net Disbursements    $2,375,013
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) 20,698 
Agency Fee Payers*2
Total Members/Fee Payers20,700 
*Agency Fee Payers are not considered members of the labor organization.
Active18,692Yes
Retired1,663Yes
Student304Yes
Staff36No
Substitute3No
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$1,370,177
2. Named Payer Non-itemized Receipts$100,034
3. All Other Receipts$24,602
4. Total Receipts$1,494,813
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$292,087
2. Named Payee Non-itemized Disbursements$26,511
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$17,201
6. Total Disbursements$335,799
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$225,086
2. Named Payee Non-itemized Disbursements$68,300
3. To Officers$35,888
4. To Employees$2,678,057
5. All Other Disbursements$98,487
6. Total Disbursements$3,105,818
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$119,452
2. Named Payee Non-itemized Disbursements$195,953
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$62,679
6. Total Disbursements$378,084
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$87,749
2. Named Payee Non-itemized Disbursements$7,229
3. To Officers$43,065
4. To Employees$308,240
5. All Other Disbursements$21,601
6. Total Disbursements$467,884
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$232,056
2. Named Payee Non-itemized Disbursements$48,806
3. To Officers$142,579
4. To Employees$668,990
5. All Other Disbursements$94,324
6. Total Disbursements$1,186,755
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 530-351

Name and Address
(A)
America Votes


Washington
DC
20033
Type or Classification
(B)
non-profit grassroots organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$12,000
Member Communications10/06/2021$12,000
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$84,087
Total Non-Itemized Transactions with this Payee/Payer$60,492
Total of All Transactions with this Payee/Payer for This Schedule$144,579
Legal Defense09/03/2021$15,881
Direct Assistance10/27/2021$6,791
Direct Assistance11/30/2021$5,148
Direct Assistance01/05/2022$13,120
Direct Assistance03/30/2022$5,745
Direct Assistance06/08/2022$8,688
Direct Assistance06/30/2022$5,477
Direct Assistance08/22/2022$23,237
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$1,274,090
Total Non-Itemized Transactions with this Payee/Payer$28,459
Total of All Transactions with this Payee/Payer for This Schedule$1,302,549
Montana Organizing Project09/10/2021$100,000
Legal Defense09/17/2021$5,442
Uniserv Grant09/29/2021$185,247
Legal Defense10/26/2021$6,542
Legal Defense11/16/2021$20,843
Retired Grant11/16/2021$9,287
Uniserv Grant12/15/2021$205,830
Organizing Project12/21/2021$88,400
Comprehensive Cooperative Project Agreement01/19/2022$21,125
Comprehensive Cooperative Project Agreement01/28/2022$8,625
Uniserv Grant03/21/2022$185,247
National Board Certification Grant04/20/2022$10,000
MT ARPA Coord Grant04/20/2022$100,000
Comprehensive Cooperative Project Agreement06/17/2022$21,125
Uniserv Grant06/21/2022$267,579
Comprehensive Cooperative Project Agreement06/30/2022$8,625
Legal Defense07/29/2022$5,044
Legal Defense08/22/2022$5,129
Research & Polling08/29/2022$20,000
Name and Address
(A)
NEA Member 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$11,083
Total of All Transactions with this Payee/Payer for This Schedule$11,083
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 530-351

Name and Address
(A)
Arbitration Services Inc.
22331

Portland
OR
97269
Type or Classification
(B)
Arbitrator
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,356
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$13,356
Arbitration10/01/2021$13,356
Name and Address
(A)
Delta Hotels Marriott Helena Colonial

2301 Colonial Dr.
Helena
MT
59601
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,338
Total of All Transactions with this Payee/Payer for This Schedule$5,338
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$18,225
Total Non-Itemized Transactions with this Payee/Payer$2,205
Total of All Transactions with this Payee/Payer for This Schedule$20,430
Educator Conference 09/16/2021$18,225
Name and Address
(A)
GALLIK BREMER & MOLLOY PC

PO BOX 70
BOZEMAN
MT
59771
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,900
Total Non-Itemized Transactions with this Payee/Payer$3,896
Total of All Transactions with this Payee/Payer for This Schedule$18,796
Legal Services03/24/2022$14,900
Name and Address
(A)
GRAYBILL LAW FIRM PC

300 4TH STREET NORTH
GREAT FALLS
MT
59401
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,225
Total Non-Itemized Transactions with this Payee/Payer$10,751
Total of All Transactions with this Payee/Payer for This Schedule$22,976
Legal Services09/17/2021$12,225
Name and Address
(A)
Hilton Garden Inn Great Falls

2520 14th St. SW
Great Falls
MT
59404
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,910
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,910
Educator Conference 12/10/2021$7,910
Name and Address
(A)
K & J CONVENTION SERVICES, LLC

PO BOX 5234
HELENA
MT
59604
Type or Classification
(B)
Exhibit and Convention Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,502
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,502
Educator Conference 10/29/2021$7,502
Name and Address
(A)
La Seur Law Firm

525 O'Malley Dr.
Billings
MT
59102
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$5,186
Total of All Transactions with this Payee/Payer for This Schedule$5,186
Name and Address
(A)
Law Office of Andrew I. Huff

2601 Broadway St.
Helena
MT
59601
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,166
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$9,166
Legal Services08/26/2022$9,166
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$8,619
Total of All Transactions with this Payee/Payer for This Schedule$8,619
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$77,303
Total Non-Itemized Transactions with this Payee/Payer$8,962
Total of All Transactions with this Payee/Payer for This Schedule$86,265
Legal Services09/15/2021$5,084
Legal Services10/08/2021$8,092
Legal Services11/05/2021$17,163
Legal Services12/03/2021$7,470
Legal Services03/08/2022$5,389
Legal Services04/14/2022$5,894
Legal Services05/20/2022$9,592
Legal Services06/10/2022$11,117
Legal Services07/15/2022$7,502
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$14,837
Total Non-Itemized Transactions with this Payee/Payer$21,419
Total of All Transactions with this Payee/Payer for This Schedule$36,256
Legal Services02/18/2022$8,787
Legal Services08/26/2022$6,050
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$22,963
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$22,963
Membership Recruitment & Organizing09/27/2021$22,963
Name and Address
(A)
The Billings Times

2919 MONTANA AVENUE
BILLINGS
MT
59101
Type or Classification
(B)
Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$26,699
Total Non-Itemized Transactions with this Payee/Payer$1,924
Total of All Transactions with this Payee/Payer for This Schedule$28,623
Newsletters03/24/2022$7,892
Newsletters08/18/2022$18,807
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$63,449
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$63,449
Legislative Communications10/25/2021$6,648
Special Member Communications04/26/2022$28,854
Special Member Communications08/25/2022$27,947
Name and Address
(A)
Morrison, Sherwood, Wilson & Deola PLLP
557

Helena
MT
59624
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,240
Total Non-Itemized Transactions with this Payee/Payer$3,386
Total of All Transactions with this Payee/Payer for This Schedule$9,626
Legislative Issues03/08/2022$6,240
Name and Address
(A)
No on CI-121
1622

Helena
MT
59624
Type or Classification
(B)
Political Action Committee
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
Ballot Initiatives03/09/2022$10,000
Name and Address
(A)
The Billings Times

2919 MONTANA AVENUE
BILLINGS
MT
59101
Type or Classification
(B)
Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,060
Total Non-Itemized Transactions with this Payee/Payer$3,843
Total of All Transactions with this Payee/Payer for This Schedule$11,903
Newsletters08/18/2022$8,060
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 530-351

Name and Address
(A)
A BETTER BIG SKY

PO BOX 7134
MISSOULA
MT
59807
Type or Classification
(B)
Non-profit Charitable Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$50,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$50,000
Charitable Contribution09/21/2021$25,000
Charitable Contribution06/10/2022$25,000
Name and Address
(A)
Billings Classified Employees Assn

702 Oakmont Rd Apt #4
Billings
MT
59105
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$5,685
Total of All Transactions with this Payee/Payer for This Schedule$5,685
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$60,610
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$60,610
Financial Assistance to Affiliate01/20/2022$30,113
Financial Assistance to Affiliate06/13/2022$30,497
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$24,530
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$24,530
Financial Assistance to Affiliate01/20/2022$13,200
Financial Assistance to Affiliate06/13/2022$11,330
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 Affiliate01/20/2022$5,793
Financial Assistance to Affiliate06/13/2022$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$35,860
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$35,860
Financial Assistance to Affiliate01/20/2022$17,875
Financial Assistance to Affiliate06/13/2022$17,985
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$33,660
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$33,660
Financial Assistance to Affiliate01/20/2022$16,857
Financial Assistance to Affiliate06/13/2022$16,803
Name and Address
(A)
Kalispell Education Association

117 Waggener Way
Kalispell
MT
59901
Type or Classification
(B)
Local Affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$11,790
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$11,790
Financial Assistance to Affiliate01/20/2022$5,850
Financial Assistance to Affiliate06/13/2022$5,940
Name and Address
(A)
Merged Missoula Classified Employees Org

1965 Hummingbird Dr
Missoula
MT
59808
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$5,400
Total of All Transactions with this Payee/Payer for This Schedule$5,400
Name and Address
(A)
MFPE 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$5,000
Total Non-Itemized Transactions with this Payee/Payer$200
Total of All Transactions with this Payee/Payer for This Schedule$5,200
Charitable Contribution12/22/2021$5,000
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$39,050
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$39,050
Financial Assistance to Affiliate01/20/2022$19,525
Financial Assistance to Affiliate06/13/2022$19,525
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$20,000
Total Non-Itemized Transactions with this Payee/Payer$6,376
Total of All Transactions with this Payee/Payer for This Schedule$26,376
Charitable Contribution12/22/2021$20,000
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$8,850
Total of All Transactions with this Payee/Payer for This Schedule$8,850
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$13,001
Total of All Transactions with this Payee/Payer for This Schedule$13,001
Name and Address
(A)
600 PARK AVE LLC
PO BOX 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$24,420
Total of All Transactions with this Payee/Payer for This Schedule$24,420
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$14,536
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$14,536
Computer Technology02/18/2022$14,536
Name and Address
(A)
Centurylink
2956

Phoenix
AZ
85062
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$9,701
Total of All Transactions with this Payee/Payer for This Schedule$9,701
Name and Address
(A)
CHARTER COMMUNICATIONS
PO BOX 94188

PALATINE
IL
60094-4188
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$10,129
Total of All Transactions with this Payee/Payer for This Schedule$10,129
Name and Address
(A)
DRAKE LAW FIRM PC
111 N LAST CHANCE GULCH SUI
111 N LAST CHANCE GULCH SUI
HELENA
MT
59601
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,499
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,499
Employee Relations/Recruitment12/06/2021$5,499
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$9,061
Total of All Transactions with this Payee/Payer for This Schedule$9,061
Name and Address
(A)
Flattail Gutters Inc.
7001

Helena
MT
59604
Type or Classification
(B)
Seamless Gutter Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,600
Total of All Transactions with this Payee/Payer for This Schedule$6,600
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$8,537
Total of All Transactions with this Payee/Payer for This Schedule$8,537
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$17,907
Total of All Transactions with this Payee/Payer for This Schedule$17,907
Name and Address
(A)
Home Beautifiers Inc.

1220 Euclid
Helena
MT
59601
Type or Classification
(B)
Window Shades Store
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,278
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$10,278
Building Renovations & Improvements09/16/2021$10,278
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$8,819
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,819
Property Taxes11/05/2021$8,819
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$6,571
Total of All Transactions with this Payee/Payer for This Schedule$6,571
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$5,000
Total Non-Itemized Transactions with this Payee/Payer$5,000
Total of All Transactions with this Payee/Payer for This Schedule$10,000
Postage Meter Refill03/08/2022$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$8,437
Total of All Transactions with this Payee/Payer for This Schedule$8,437
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$10,615
Total of All Transactions with this Payee/Payer for This Schedule$10,615
Name and Address
(A)
The Billings Times

2919 Montana Avenue
Billings
MT
59101
Type or Classification
(B)
Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$51,830
Total Non-Itemized Transactions with this Payee/Payer$7,146
Total of All Transactions with this Payee/Payer for This Schedule$58,976
Promotion Materials08/05/2022$51,830
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$15,497
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$15,497
Property/Umbrella/Liability Insurance09/16/2021$15,497
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$11,890
Total of All Transactions with this Payee/Payer for This Schedule$11,890
Name and Address
(A)
VELOSIO LLC

5747 PERIMETER DRIVE, SUITE
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$5,565
Total of All Transactions with this Payee/Payer for This Schedule$5,565
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$7,993
Total Non-Itemized Transactions with this Payee/Payer$825
Total of All Transactions with this Payee/Payer for This Schedule$8,818
Membership Card Mailing09/24/2021$7,993
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$23,021
Total Non-Itemized Transactions with this Payee/Payer$11,440
Total of All Transactions with this Payee/Payer for This Schedule$34,461
Marketing Materials03/24/2022$5,722
Marketing Materials/Convention Packets04/07/2022$7,645
Marketing Materials04/22/2022$9,654
Name and Address
(A)
Aloft Boston Seaport

401-403 D Street
Boston
MA
02210
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,496
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$12,496
AFT Convention06/28/2022$12,496
Name and Address
(A)
Anderson ZurMuehlen & Co.
1040

Helena
MT
59624
Type or Classification
(B)
Accounting Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$22,050
Total Non-Itemized Transactions with this Payee/Payer$5,875
Total of All Transactions with this Payee/Payer for This Schedule$27,925
Audit Services10/29/2021$15,250
Audit Services11/30/2021$6,800
Name and Address
(A)
Best Western Great Northern Hotel

835 Great Northern Blvd
Helena
MT
59601
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$41,855
Total Non-Itemized Transactions with this Payee/Payer$1,748
Total of All Transactions with this Payee/Payer for This Schedule$43,603
Board of Directors meeting11/19/2021$5,571
Board of Directors meeting01/27/2022$6,978
Board of Director meeting08/12/2022$8,414
Member Recognitions thank you reception04/22/2022$20,892
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$83,350
Total Non-Itemized Transactions with this Payee/Payer$4,993
Total of All Transactions with this Payee/Payer for This Schedule$88,343
Work That Matters03/10/2022$61,350
Work That Matters07/15/2022$22,000
Name and Address
(A)
Data Imaging Systems Inc.
20457

Billings
MT
59104
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$6,272
Total of All Transactions with this Payee/Payer for This Schedule$6,272
Name and Address
(A)
Delta Hotels Marriott Colonial Hotel

2301 Colonial Dr.
Helena
MT
59601
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$49,284
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$49,284
Member Training02/23/2022$6,325
Annual Conference04/22/2022$42,959
Name and Address
(A)
JCCS

501 Park Dr. S
Great Falls
MT
59405
Type or Classification
(B)
CPA firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,453
Total of All Transactions with this Payee/Payer for This Schedule$5,453
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 
Total Non-Itemized Transactions with this Payee/Payer$13,025
Total of All Transactions with this Payee/Payer for This Schedule$13,025
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.)$2,286,339
Health/Dental/Vision InsuranceMontana Unified School Trust$1,049,791
Multi-Employer Pension PlanNEA Employees Retirement Fund$1,050,841
Life/AD&D/Long-Term DisabilityUnum Provident Corporation$42,257
Accidental Death & Dismemberment/Life InsuranceDearborn Life Insurance$5,510
LIUNA National Pension FundLIUNA$68,056
Member Liability InsuranceAmerican Federation of Teachers$20,521
Member Liability InsuranceNational Education Association$14,894
Association Professional Liability InsuranceNational Education Association$2,365
Health Reimbursement Account PlanAllegiance Benefit Plan Management$26,104
IRAValley Bank of Helena$6,000
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. the address of the trust is the following: 1232 E. 6th Ave. Helena, MT 59601

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

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 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.

Question 18: MFPE amended their constitution to remove outdated language, eliminate associate membership, and define when nomination of officers ends.

Schedule 2, Row1:

Schedule 2, Row1:

Schedule 2, Row2:

Schedule 2, Row2:

Schedule 8, Row1:

Schedule 8, Row1::

Schedule 8, Row2:

Schedule 8, Row2::

Schedule 13, Row1:

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, Row1:

Schedule 13, Row2:

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, Row2:

Schedule 13, Row3:

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, Row3:

Schedule 13, Row4:

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:

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

Schedule 13, Row5:

Schedule 13, Row5:

Schedule 13, Row5:These are individuals who are substitute teachers who are ineligible for active membership. They do not pay full dues.

Schedule 13, Row5:

Schedule 13, Row5:

Schedule 13, Row5:These individuals do not have voting rights.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)