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
540-538
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.)
LOCAL UNION
 6. DESIGNATION NBR
5200
7. UNIT NAME (if any)
ALASKA PUBLIC EMPLOYEES ASSOCIATION
8. MAILING ADDRESS (Type or print in capital letters)
First Name
CHIP
 Last Name
VERRELLI
P.O Box - Building and Room Number
SUITE 306
Number and Street
211 FOURTH STREET
City
JUNEAU
State
AK		 ZIP Code + 4
99801


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:Sandra R Thompson WallacePRESIDENT71. SIGNED:Tracy E BalovichTREASURER
Date:Sep 26, 2022Telephone Number:907-562-1183Date:Sep 26, 2022Telephone Number:907-723-7798
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 540-538
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?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?Yes
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?10/2022
20. How many members did the labor organization have at the end of the reporting period?4,822
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees58.20permonth12.5858.20
(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: 540-538

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $1,544,017$1,517,208
23. Accounts Receivable1$0
24. Loans Receivable2
25. U.S. Treasury Securities $0$0
26. Investments5$1,771,307$1,386,441
27. Fixed Assets6$90,873$70,026
28. Other Assets7$41,992$28,793
29. TOTAL ASSETS $3,448,189$3,002,468

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8
31. Loans Payable9$356,790$0
32. Mortgages Payable $0$0
33. Other Liabilities10$20,169$11,831
34. TOTAL LIABILITIES $376,959$11,831
35. NET ASSETS$3,071,230$2,990,637
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 540-538

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $2,926,694
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $57,359
39. Sale of Supplies $0
40. Interest $86
41. Dividends $32,007
42. Rents $19,980
43. Sale of Investments and Fixed Assets3$450,972
44. Loans Obtained9$0
45. Repayments of Loans Made2
46. On Behalf of Affiliates for Transmittal to Them $67,550
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$288,432
49. TOTAL RECEIPTS $3,843,080
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$1,140,008
51. Political Activities and Lobbying16$97,413
52. Contributions, Gifts, and Grants17$0
53. General Overhead18$384,838
54. Union Administration19$472,049
55. Benefits20$589,755
56. Per Capita Tax $689,522
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$300,421
61. Loans Made2
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $70,400
64. On Behalf of Individual Members $0
65. Direct Taxes $128,624
  
66. Subtotal $3,873,030
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$451,004  
  67b. Less Total Disbursed$447,863  
  67c. Total Withheld But Not Disbursed $3,141
68. TOTAL DISBURSEMENTS $3,869,889
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 540-538

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    
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $0$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 540-538

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: 540-538

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$426,636$426,636$464,854$464,854
Mutual Funds$426,636$426,636$464,854$464,854
Less Reinvestments$13,882
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$450,972
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 540-538

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$314,303$314,303$314,303
Investment purchases$314,303$314,303$314,303
 Less Reinvestments$13,882
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$300,421
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 540-538

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost$1,270,004
B. Total Book Value$1,386,441
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • Vanguard Total Stock Mutual Fund
$94,310
  • Vanguard Value ETF Mutual Fund
$285,520
  • Vanguard Growth ETF
$127,939
  • ISHARES U.S. Healthcare
$138,225
  • Select Sector SPDR TR
$127,120
Other Investments 
D. Total Cost$0
E. Total Book Value$0
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)) $1,386,441
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 540-538

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      Fairbanks, AK$37,500 $37,500$68,000
B. Buildings (give location)    
Building  1 :      Fairbanks, AK$282,664$263,448$19,216$175,000
C. Automobiles and Other Vehicles
D. Office Furniture and Equipment$474,185$460,875$13,310$13,000
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $794,349$724,323$70,026$256,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 540-538

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $28,793
Refundable deposits$7,969
Due from affiliates$6,832
Health and legal trust advanced expenses$5,702
Other receivables$8,290
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 540-538

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$0$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $0$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 540-538

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$356,790$0$0$356,790$0
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
PPP Loan$356,790$0$0$356,790$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 540-538

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $11,831
Damage deposits$1,200
Due to related parties$2,520
Capital lease obligations$3,942
Sales tax payable$247
Other liabilities$3,922
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 540-538

(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 		Affatato ,  Paul  
Board Member
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Balovich ,  Tracy  
Secretary/Treasurer
N		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Beck ,  Danelle  
Board Member
N		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Bertagnoli ,  Joe  
Board Member
P		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Bult-Ito ,  Abel  
Board Member
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Burns ,  Randall  
Board Member
N		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Cairns ,  Chris  
Board Member
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Carnahan ,  Liam  
Board Member
P		$0$0$1,361$0$1,361
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Casperson ,  Kevin  
Board Member
N		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Charrier ,  Gavin  
Board Member
N		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Clemons ,  Sara  
Board Member
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Derifield ,  Cheryl  
Board Member
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Denison ,  Julie  
Board Member
N		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Edwards ,  Nelta  
Board Member
P		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Heselton ,  Rita  
Board Member
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Hinterberger ,  Tim  
Board Member
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Hoffbeck ,  Sharon  
Board Member
P		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Knight ,  Ruth  
Board Member
P		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Lund ,  Mike  
Board Member
P		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Manning ,  Cecily  
Past President
P		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		McCrummen ,  Dan  
Board Member
P		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		McPherson ,  Ann  
Board Member
P		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Miller ,  Mike  
Exec VP
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Murphy ,  Robert  
Board Member
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Owens ,  Brad  
Board Member
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Pearson ,  Stephanie  
Board Member
N		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Pierce ,  Harold  
Board Member
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Polumsky ,  Fran  
Board Member
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Praetorius ,  Pete  
Board Member
N		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Quintyne ,  Andrea  
Board Member
N		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Rickard ,  Anthony  
Board Member
P		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Silva ,  Charles  
Board Member
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Strahm ,  Christina  
Board Member
N		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Sutterfield ,  Dane  
Board Member
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Thompson ,  Sandy  
President
C		$0$0$1,118$0$1,118
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Voorhees ,  Stephanie  
Board Member
P		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Werner ,  Nora  
Board Member
N		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Woods ,  Alicia  
Board Member
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
Total Officer Disbursements$0$0$2,479$0$2,479
Less Deductions    $0
Net Disbursements    $2,479
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 540-538

(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 		Agee ,  Adriane  
admin assistant
NONE		$54,558$0$0$0$54,558
I
Schedule 15
Representational Activities 		88 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		6 % Schedule 19
Administration 		6 %
A
B
C 		Bernaldo ,  Kristine  
accounting tech
NONE		$57,924$0$0$0$57,924
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		88 % Schedule 19
Administration 		12 %
A
B
C 		Courtright ,  Stephen  
field rep
NONE		$72,370$0$268$0$72,638
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		DeAsis ,  Patrice  
admin assistant
NONE		$34,385$0$0$0$34,385
I
Schedule 15
Representational Activities 		78 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		6 % Schedule 19
Administration 		16 %
A
B
C 		Flenaugh ,  Carrie  
admin assistant
NONE		$80,444$0$201$0$80,645
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		80 %
A
B
C 		Gray ,  Carol  
admin assistant
NONE		$73,154$0$0$0$73,154
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		87 % Schedule 19
Administration 		13 %
A
B
C 		Kasper ,  Jeffrey  
se regional manager
NONE		$119,208$0$3,893$0$123,101
I
Schedule 15
Representational Activities 		92 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		7 %
A
B
C 		Knight ,  Anne  
field rep
NONE		$90,168$0$1,337$0$91,505
I
Schedule 15
Representational Activities 		97 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		3 %
A
B
C 		Koskie ,  Michael  
regional manager
NONE		$125,163$0$1,049$0$126,212
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Madsen ,  Jennifer  
field associate
NONE		$112,068$0$461$0$112,529
I
Schedule 15
Representational Activities 		70 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		30 %
A
B
C 		Malaby ,  Glendia  
field associate
NONE		$69,188$0$0$0$69,188
I
Schedule 15
Representational Activities 		41 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		7 % Schedule 19
Administration 		52 %
A
B
C 		Penner ,  Brian  
business manager
NONE		$118,128$0$0$0$118,128
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Roach ,  Jason  
field rep
NONE		$88,313$0$2,892$0$91,205
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Rogers ,  Lori  
admin assistant
NONE		$46,443$0$941$0$47,384
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Rohrbacher ,  Miguel  
sapo
NONE		$68,792$0$294$0$69,086
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		99 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		1 %
A
B
C 		Speciale ,  Michael  
field rep
NONE		$63,879$0$4,092$0$67,971
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Strong ,  Barbara  
admin assistant
NONE		$60,960$0$0$0$60,960
I
Schedule 15
Representational Activities 		7 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		7 % Schedule 19
Administration 		86 %
A
B
C 		Verrelli ,  Chip  
finance officer
NONE		$156,912$0$309$0$157,221
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		87 % Schedule 19
Administration 		13 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$0
I Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
Total Employee Disbursements$1,492,057$0$15,737$0$1,507,794
Less Deductions    $451,004
Net Disbursements    $1,056,790
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 540-538

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 4,822 
Agency Fee Payers*0
Total Members/Fee Payers4,822 
*Agency Fee Payers are not considered members of the labor organization.
Public sector4,641Yes
Private sector181Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 540-538

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$260,260
2. Named Payer Non-itemized Receipts$20,191
3. All Other Receipts$7,981
4. Total Receipts$288,432
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$0
6. Total Disbursements$0
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$72,939
2. Named Payee Non-itemized Disbursements$126,617
3. To Officers$0
4. To Employees$809,787
5. All Other Disbursements$130,665
6. Total Disbursements$1,140,008
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$22,470
2. Named Payee Non-itemized Disbursements$53,860
3. To Officers$0
4. To Employees$265,845
5. All Other Disbursements$42,663
6. Total Disbursements$384,838
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$69,626
5. All Other Disbursements$27,787
6. Total Disbursements$97,413
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$42,259
3. To Officers$2,479
4. To Employees$362,535
5. All Other Disbursements$64,776
6. Total Disbursements$472,049
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 540-538

Name and Address
(A)
AMERICAN FEDERATION OF TEACHERS

555 New Jersey Ave NW
WASHINGTON
DC
20001
Type or Classification
(B)
LABOR ORGANIZATION
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$114,125
Total Non-Itemized Transactions with this Payee/Payer$17,220
Total of All Transactions with this Payee/Payer for This Schedule$131,345
SAPO GRANTS & SOLIDARITY EXPENSES08/31/2021$12,527
SAPO GRANTS & SOLIDARITY EXPENSES11/30/2021$5,870
SAPO GRANTS & SOLIDARITY EXPENSES02/28/2022$8,923
SAPO GRANTS & SOLIDARITY EXPENSES05/31/2022$9,279
SAPO GRANTS & SOLIDARITY EXPENSES09/30/2021$25,842
SAPO GRANTS & SOLIDARITY EXPENSES02/28/2022$25,842
SAPO GRANTS & SOLIDARITY EXPENSES04/30/2022$25,842
Name and Address
(A)
APEA/AFT LEGAL TRUST

211 4th St. Ste. 306
JUNEAU
AK
99801
Type or Classification
(B)
EMPLOYEE BENEFIT PLAN
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$124,286
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$124,286
STAFF SERVICE REIMBURSEMENT08/06/2021$9,993
STAFF SERVICE REIMBURSEMENT08/23/2021$10,239
STAFF SERVICE REIMBURSEMENT09/14/2021$10,239
STAFF SERVICE REIMBURSEMENT11/05/2021$20,519
STAFF SERVICE REIMBURSEMENT12/28/2021$10,260
STAFF SERVICE REIMBURSEMENT01/31/2022$10,296
STAFF SERVICE REIMBURSEMENT02/18/2022$14,150
STAFF SERVICE REIMBURSEMENT03/25/2022$6,862
STAFF SERVICE REIMBURSEMENT04/15/2022$10,460
STAFF SERVICE REIMBURSEMENT05/27/2022$10,460
STAFF SERVICE REIMBURSEMENT06/12/2022$10,808
Name and Address
(A)
APEA/AFT SU LOCAL 4900

211 4TH ST. STE. 306
JUNEAU
AK
99801
Type or Classification
(B)
LABOR ORGANIZATION
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$21,849
Total Non-Itemized Transactions with this Payee/Payer$2,971
Total of All Transactions with this Payee/Payer for This Schedule$24,820
REIMBURSED EXPENSES07/12/2021$7,521
REIMBURSED EXPENSES11/19/2021$14,328
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 540-538

Name and Address
(A)
Alaska Airlines
68900

Seattle
WA
98168
Type or Classification
(B)
Airline Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$17,252
Total of All Transactions with this Payee/Payer for This Schedule$17,252
Name and Address
(A)
ASSEMBLY PROPERTY, LLC

211 4th St. Ste. 305
Juneau
AK
99801
Type or Classification
(B)
Property Management
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,675
Total of All Transactions with this Payee/Payer for This Schedule$7,675
Name and Address
(A)
EHESE INVESTMENTS, LLC

611 W DIMOND BLVD
Anchorage
AK
99515
Type or Classification
(B)
Property Management
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$53,544
Total of All Transactions with this Payee/Payer for This Schedule$53,544
Name and Address
(A)
Hilton

1335 Avenue of the Americas
New York
NY
10019
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,315
Total Non-Itemized Transactions with this Payee/Payer$7,942
Total of All Transactions with this Payee/Payer for This Schedule$17,257
AFT public employees conference09/01/2021$9,315
Name and Address
(A)
JERRY REINWAND

2 Marine Way, Ste 219
Juneau
AK
99801
Type or Classification
(B)
Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,750
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$8,750
Lobbying06/16/2022$8,750
Name and Address
(A)
KIM HUTCHINSON

222 SEWARD ST #20
Juneau
AK
99801
Type or Classification
(B)
Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,750
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$8,750
Lobbying06/16/2022$8,750
Name and Address
(A)
STATE OF ALASKA, Leg. Affairs Agency
Room 3
120 4th St, State Capitol
Juneau
AK
99801
Type or Classification
(B)
Property Management
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$40,204
Total of All Transactions with this Payee/Payer for This Schedule$40,204
Name and Address
(A)
THE INTEGRATION GROUP
242514

ANCHORAGE
AK
99524
Type or Classification
(B)
Management Consulting Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$30,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$30,000
Member training01/07/2022$15,000
Member training02/25/2022$7,500
Member training05/27/2022$7,500
Name and Address
(A)
TOTEM

3310 ARCTIC BLVD, SUITE 200
ANCHORAGE
AK
99503
Type or Classification
(B)
Membership Association
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$16,124
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$16,124
Spring conference03/25/2022$16,124
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 540-538

There was no data found for this schedule.

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 540-538

There was no data found for this schedule.

SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 540-538

Name and Address
(A)
CLIFTONLARSONALLEN LLP

10700 Northup Way, Ste 200
Bellevue
WA
98004
Type or Classification
(B)
CPA firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,870
Total Non-Itemized Transactions with this Payee/Payer$4,878
Total of All Transactions with this Payee/Payer for This Schedule$20,748
CPA & accounting services09/30/2021$15,870
Name and Address
(A)
EHESE INVESTMENTS

611 W DIMOND BLVD
Anchorage
AK
99515
Type or Classification
(B)
Property Managment
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$17,575
Total of All Transactions with this Payee/Payer for This Schedule$17,575
Name and Address
(A)
GOLDSTEIN IMPROVEMENT CO.

130 Seward St, Suite 011
Juneau
AK
99801
Type or Classification
(B)
Property Manager
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,600
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$6,600
JUNEAU RENTAL DAMAGE DEP.06/23/2022$6,600
Name and Address
(A)
MERRILL LYNCH

801 W 10TH ST
JUNEAU
AK
99801
Type or Classification
(B)
INVESTMENT MANAGER
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$18,211
Total of All Transactions with this Payee/Payer for This Schedule$18,211
Name and Address
(A)
STATE OF ALASKA, Leg. Affairs Agency
Room 3
120 4th St, State Capitol
Juneau
AK
99801
Type or Classification
(B)
Property Management
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$13,196
Total of All Transactions with this Payee/Payer for This Schedule$13,196
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 540-538

Name and Address
(A)
EHESE INVESTMENTS

611 W DIMOND BLVD
Anchorage
AK
99515
Type or Classification
(B)
Property Management
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$24,136
Total of All Transactions with this Payee/Payer for This Schedule$24,136
Name and Address
(A)
STATE OF ALASKA, Leg. Affairs Agency
Room 3
120 4th St, State Capitol
Juneau
AK
99801
Type or Classification
(B)
Property Management
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$18,123
Total of All Transactions with this Payee/Payer for This Schedule$18,123
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 540-538

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$589,755
RETIREMENTALASKA ELECTRICAL TRUST FUNDS$32,520
RETIREMENTAPEA-AFT HEALTH & WELF. TRUST$171,650
HEALTH INSURANCEAPEA-AFT HEALTH & WELF. TRUST$380,802
WORKERS COMPENSATION INSURANCEAlaska Dept. of Labor$489
LEGAL SERVICES BENEFIT (Legal Trust)APEA-AFT LEGAL TRUST$2,040
LIFE INSURANCEUSABLE$2,254
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 540-538


Question 11(a):

Question 11(a): : : There is one PAC: Employers Political Information Committee. Reports are filed with the Alaska Public Office Commission.

Question 12: The financial statements are audited by CliftonLarsenAllen, LLP.

Question 15: Disposed of obsolete furniture and equipment w/ a cost of $28,563 and accumulated depreciation of $28,384 for a loss of $179.

Schedule 9, Row1:

Schedule 9, Row1:PPP Loan was forgiven by the U.S Small Business Administration.

Schedule 13, Row1:

Schedule 13, Row1:Public sector: Members working in the public sector pay dues.

Schedule 13, Row1:

Schedule 13, Row1:

Schedule 13, Row2:

Schedule 13, Row2:Private sector: Members working in the private sector also pay dues.

Schedule 13, Row2:

Schedule 13, Row2:
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)