512-668 (LM2) 08/31/2025
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: 08-31-2026
MUST BE USED BY LABOR ORGANIZATIONS WITH $250,000 OR MORE IN TOTAL ANNUAL RECEIPTS AND LABOR ORGANIZATIONS IN TRUSTEESHIP

This report is mandatory under P.L. 86-257, as amended.  Failure to comply may result in criminal prosecution, fines, or civil penalties as provided by 29 U.S.C. 439 or 440.
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.
For Official Use Only
1. FILE NUMBER
512-668
2. PERIOD COVERED
From09/01/2024
Through08/31/2025
3. (a) AMENDED - Is this an amended report:
No
(b) HARDSHIP - Filed under the hardship procedures:
No
(c) TERMINAL - This is a terminal report:No
4. AFFILIATION OR ORGANIZATION NAME
NATIONAL EDUCATION ASN IND
5. DESIGNATION (Local, Lodge, etc.)
STATE ASSOCIATION
 6. DESIGNATION NBR

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

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


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


Yes

Each of the undersigned, duly authorized officers of the above labor organization, declares, under penalty of perjury and other applicable penalties of law, that all of the information submitted in this report (including information contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned individual's knowledge and belief, true, correct and complete (See Section VI on penalties in the instructions.)
70. SIGNED:Jesse HargrovePRESIDENT71. SIGNED:Rachelle BristolExecutive Director
Date:Nov 25, 2025Telephone Number:207-622-4418Date:Nov 25, 2025Telephone Number:207-622-4418
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 512-668
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?Yes
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$1,400,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?Yes
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?Yes
19. What is the date of the labor organization's next regular election of officers?05/2027
20. How many members did the labor organization have at the end of the reporting period?23,467
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Feesvariesperannual8503
(b) Working Dues/Feesper
(c) Initiation Feesper
(d) Transfer Feesper
(e) Work Permitsper

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 512-668

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $5,494,042$4,733,416
23. Accounts Receivable1$227,096$256,376
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $0$0
26. Investments5$748,671$765,702
27. Fixed Assets6$1,071,144$1,123,747
28. Other Assets7$75,728$104,814
29. TOTAL ASSETS $7,616,681$6,984,055

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$200,204$189,511
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$920,751$998,333
34. TOTAL LIABILITIES $1,120,955$1,187,844
35. NET ASSETS$6,495,726$5,796,211
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 512-668

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $7,910,921
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $143,895
41. Dividends $25,687
42. Rents $0
43. Sale of Investments and Fixed Assets3$16,000
44. Loans Obtained9$0
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $230,756
47. From Members for Disbursement on Their Behalf $3,546,679
48. Other Receipts14$2,164,210
49. TOTAL RECEIPTS $14,038,148
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$3,782,541
51. Political Activities and Lobbying16$949,017
52. Contributions, Gifts, and Grants17$86,353
53. General Overhead18$1,705,188
54. Union Administration19$931,841
55. Benefits20$2,859,740
56. Per Capita Tax $0
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$210,791
61. Loans Made2$0
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $3,777,435
64. On Behalf of Individual Members $34,771
65. Direct Taxes $461,097
  
66. Subtotal $14,798,774
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$1,787,479  
  67b. Less Total Disbursed$1,787,479  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $14,798,774
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 512-668

Entity or Individual Name
(A) 		Total Account Receivable
(B) 		90-180 Days
Past Due
(C) 		180+ Days
Past Due
(D) 		Liquidated Account
Receivable
(E)
Total of all itemized accounts receivable$179,887$0$0$0
Totals from all other accounts receivable$76,489   
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $256,376$0$0$0
MAINE COMMUNITY COLLEGE$19,328
AFUM$39,193
ACSUM/UMPSA$37,228
BRUNSWICK EA$13,773
BANGOR EA$18,739
TRI TOWN EA$8,060
MEPERS$27,003
SACO SCHOOL DEPT$10,388
KENNEBUNK-KENNEBUNKPORT-ARUNDEL (RSU 21)$6,175
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 512-668

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A) 		Loans
Outstanding at
Start of Period
(B) 		Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1) 		Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not listed above$0$0$0$0$0
Total of all lines above$0$0$0$0$0
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 512-668

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Gross Sales Price
(D) 		Amount Received
(E)
Total of all lines above$303,942$168,911$204,572$190,572
Stocks$150,911$150,911$188,572$188,572
Vehicle$32,817$18,000$16,000$2,000
TC Latitude Laptop -$1,382$0$0$0
5 - TS Sonic Firewalls $5,317$0$0$0
TC Lenovo Think Pad Laptop $2,114$0$0$0
4 - Lenovo Hybrid Docks$1,152$0$0$0
48 -Lenovo P15s Laptops $86,479$0$0$0
49 - Lenovo Hybrid Docks $12,031$0$0$0
TM Xerox Photocopier $10,539$0$0$0
GE Stove $600$0$0$0
36" 4 Drawer File Cabinet $600$0$0$0
Less Reinvestments$174,572
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$16,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 512-668

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$401,363$401,363$385,363
Stocks$176,194$176,194$176,194
Vehicles$43,075$43,075$27,075
Equipment$182,094$182,094$182,094
 Less Reinvestments$174,572
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$210,791
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 512-668

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost$765,702
B. Total Book Value$765,702
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • 1200 Units - iShares S&P Small Cap
$46,820
  • 790 Units - iShares 1-3 yr Treasury Bond
$67,009
  • 610 Units - Vanguard ST Bond Index
$49,772
  • 2030 Unit Van ST Inflation Protected Securities ET
$99,307
  • 8,522 Units Vanguard short term inv grade bond
$91,293
  • 1097 Units SPDR Bloomberg 1-3 Month T-Bill
$110,464
  • 47190 Units - Schwab US Treas Obligation
$47,189
Other Investments 
D. Total Cost
E. Total Book Value
F. List each other investment which has a book value over $5,000 and exceeds 5% of Line E.  Also, list each subsidiary for which separate reports are attached.  
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $765,702
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 512-668

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      35 Community Drive, Augusta, ME 04330$24,000 $24,000$24,000
Land  2 :      1349 Broadway, Bangor, ME 04401$50,000 $50,000$50,000
Land  3 :      29 Christopher Toppi Drive, S Portland, ME 04106$130,000 $130,000$130,000
B. Buildings (give location)    
Building  1 :      35 Community Drive, Augusta, ME 04330$1,537,289$1,130,590$406,699$835,800
Building  2 :      1349 Broadway, Bangor, ME 04401$499,503$373,095$126,408$489,300
Building  3 :      29 Christopher Toppi Drive, S Portland, ME 04106$520,414$380,632$139,782$754,600
C. Automobiles and Other Vehicles$83,522$40,661$42,861$42,861
D. Office Furniture and Equipment$599,026$395,029$203,997$203,997
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $3,443,754$2,320,007$1,123,747$2,530,558
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 512-668

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $104,814
Miscellaneous prepaids$58,940
Prepaid taxes$13,684
Prepaid insurance$21,172
Art$5,093
Right of Use Asset$5,925
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 512-668

Entity or Individual Name
(A) 		Total Account
Payable
(B) 		90-180 Days
Past Due
(C) 		180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable$52,732$0$0$0
Total from all other accounts payable$136,779$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $189,511$0$0$0
UNIVERSITY OF MAINE- ORONO - Local Dues$7,515$0$0$0
MEA- RETIRED - Local Dues$8,260$0$0$0
NEA$5,131$0$0$0
JAMES & HOFFMAN PC$8,147$0$0$0
JAMES & HOFFMAN PC$7,848$0$0$0
BANGOR SAVINGS VISA$15,831$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 512-668

Source of Loans Payable at Any
Time During the Reporting Period
(A) 		Loans Owed at
Start of Period
(B) 		Loans Obtained
During Period
(C) 		Repayment
During Period
Cash
(D)(1) 		Repayment
During Period
Other Than Cash
(D)(2) 		Loans Owed at
End of Period
(E)
Total Loans Payable$0$0$0$0$0
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 512-668

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $998,333
Accrued expenses - Payroll & Leave Time$919,066
Deferred grants revenue$73,342
Lease Liability$5,925
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 512-668

(A)
Name		(B)
Title		(C)
Status		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances
Disbursed 		(F)
Disbursements for Official Business 		(G)
Other
Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		HARGROVE ,  JESSE  
PRESIDENT
C		$135,681$27,865$717$164,263
I
Schedule 15
Representational Activities 		30 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		2 % Schedule 18
General Overhead 		2 % Schedule 19
Administration 		36 %
A
B
C 		FRENCH ,  BETH  
VICE PRESIDENT
C		$16,282$5,942$22,224
I
Schedule 15
Representational Activities 		12 % Schedule 16
Political Activities and Lobbying 		12 % Schedule 17
Contributions 		2 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		74 %
A
B
C 		RICH ,  OLIVIA   J
TREASURER
C		$8,141$12,134$20,275
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		2 % Schedule 18
General Overhead 		Schedule 19
Administration 		78 %
A
B
C 		ATWOOD ,  EVELYN  
BOARD MEMBER
P		$3,250$234$3,484
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 		BOYD ,  DENNIS  
BOARD MEMBER
P		$3,270$970$4,240
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		COLE ,  REBECCA  
BOARD MEMBER
C		$3,230$3,230
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 		CURRY ,  JASON  
BOARD MEMBER
N		$151$151
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 		FISHER ,  KENDRAH  
BOARD MEMBER
N		$3,230$950$4,180
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 		GRILLO ,  MICHAEL  
BOARD MEMBER
C		$3,230$1,270$4,500
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 		GRINDALL ,  MYRTLE   K
BOARD MEMBER
C		$3,230$612$3,842
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 		HENDERSON ,  LISA  
BOARD MEMBER
C		$3,230$1,016$4,246
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 		KINSEY ,  PAMELA  
BOARD MEMBER
C		$3,240$2,670$5,910
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 		KNOWLES ,  STEVEN  
BOARD MEMBER
P		$1,615$257$1,872
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 		KOCH ,  HILARY  
BOARD MEMBER
P		$3,230$130$3,360
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 		LOUKAS ,  ALLY  
BOARD MEMBER
N		$254$254
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		MANCHESTER ,  REBECCA  
BOARD MEMBER
C		$3,230$490$3,720
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		MCAVOY ,  CEDENA  
BOARD MEMBER
P		$3,230$1,997$56$5,283
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		MITCHELL ,  THRESA  
BOARD MEMBER
C		$3,230$342$3,572
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 		NELSON ,  SUZANNE  
BOARD MEMBER
P		$3,230$750$3,980
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 		NICHOLSON ,  JAMES  
BOARD MEMBER
C		$3,230$576$3,806
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 		PINKHAM ,  VALERIE  
BOARD MEMBER
C		$3,230$799$87$4,116
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 		TRUE ,  WILLIAM  
BOARD MEMBER
C		$3,230$1,065$4,295
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		100 %
A
B
C 		WALSH ,  TOM  
BOARD MEMBER
C		$3,230$3,230
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$216,699$0$60,474$860$278,033
Less Deductions    $45,282
Net Disbursements    $232,751
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 512-668

(A)
Name		(B)
Title		(C)
Other Payer		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances Disbursed 		(F)
Disbursements for Official Business 		(G)
Other Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		BELLAMI ,  ALEX  
EXECUTIVE ASSISTANT
N/A		$93,492$5,287$98,779
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 		BERRY ,  SHAWN  
DIRECTOR OF DIGITAL MEDIA
N/A		$113,506$3,147$174$116,827
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		50 % Schedule 19
Administration 		50 %
A
B
C 		BRACCIODIETA ,  JOHN  
DATA & ORGANIZING DIRECT
N/A		$144,439$4,146$56$148,641
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		5 % Schedule 19
Administration 		5 %
A
B
C 		BRISTOL ,  RACHELLE  
EXECUTIVE DIRECTOR
N/A		$200,387$31,515$87$231,989
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		Schedule 18
General Overhead 		75 % Schedule 19
Administration 		10 %
A
B
C 		BRITTING ,  JENNIFER  
UNISERV ASSISTANT
N/A		$66,189$87$66,276
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		BROGAN ,  KATHLEEN  
UNISERV DIRECTOR
N/A		$59,864$1,693$61,557
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		BURDICK ,  SAMANTHA  
COMMUNICATIONS DIRECTOR
N/A		$109,337$4,202$113,539
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		50 % Schedule 19
Administration 		50 %
A
B
C 		CHAI ,  JENNIFER  
UNISERV ASSISTANT
N/A		$65,811$512$66,323
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		COLLINS ,  LISA  
UNISERV ASSISTANT
N/A		$59,350$1,043$87$60,480
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		COOK ,  MALLORY  
TRAINING & PROFESS DEVEL
N/A		$113,507$13,135$126,642
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 		COOPER ,  AMANDA  
UNISERV DIRECTOR
N/A		$109,337$7,109$116,446
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		DZIALO ,  KRYSTYNA  
DEPUTY EXECUTIVE DIRECTOR
N/A		$168,736$12,823$87$181,646
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		Schedule 18
General Overhead 		75 % Schedule 19
Administration 		10 %
A
B
C 		FELDPAUSCH ,  ANTHONY  
UNISERV DIRECTOR
N/A		$109,336$13,542$87$122,965
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		FICKETT ,  AMANDA  
UNISERV DIRECTOR
N/A		$126,015$7,308$133,323
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		FORTIER ,  JESSICA  
UNISERV ASSISTANT
N/A		$64,933$365$87$65,385
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		GRANT ,  BENJAMIN  
GENERAL COUNSEL
N/A		$154,350$6,558$160,908
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		HENDRICKS ,  ELLEN  
BUSINESS & FINANCE ASST
N/A		$73,812$56$73,868
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		HOGAN ,  CATHERINE  
UNISERV ASSISTANT
N/A		$73,275$2$87$73,364
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		HUNTER ,  PHYLLIS  
UNISERV DIRECTOR
N/A		$121,846$12,805$56$134,707
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		JOHNSON ,  MADELINE  
COMM/TPD ASST
N/A		$54,749$350$55,099
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		KOSINSKI ,  JAN  
GOVT RELATIONS DIRECTOR
N/A		$143,916$1,732$145,648
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		100 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
A
B
C 		KOWAL ,  ANNE  
UNISERV DIRECTOR
N/A		$117,676$7,138$87$124,901
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		LENNON ,  KAITLYN  
UNISERV ASSISTANT
N/A		$55,146$55,146
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		LIBBY ,  LEE  
UNISERV DIRECTOR
N/A		$143,392$6,233$87$149,712
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		LYTTON ,  ALLISON  
UNISERV DIRECTOR
N/A		$113,507$8,016$121,523
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		MAHONEY ,  ROSEMARY  
UNISERV DIRECTOR
N/A		$141,901$224,257$366,158
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		MCGUIRE ,  ELLEN  
BUSINESS & FINANCE ASST
N/A		$58,985$85$56$59,126
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		MEIER ,  EMILY  
UNISERV DIRECTOR
N/A		$109,336$10,875$120,211
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		NICHOLS ,  SARAH  
UNISERV DIRECTOR
N/A		$113,507$15,488$87$129,082
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		NOYES ,  ERIN  
EXECUTIVE ASSISTANT
N/A		$97,460$3,204$87$100,751
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 		OLSON ,  ROBERT  
UNISERV DIRECTOR
N/A		$139,223$11,010$150,233
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		PULLEN ,  LEE  
TECHNICAL DIRECTOR
N/A		$145,138$4,406$149,544
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		SCHICK ,  TIMOTHY  
UNISERV DIRECTOR
N/A		$135,354$8,318$87$143,759
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		SIMPSON ,  TAMMY  
BUSINESS MANAGER
N/A		$166,324$1,785$87$168,196
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		100 % Schedule 19
Administration
A
B
C 		STATMAN ,  MELISSA  
UNISERV DIRECTOR
N/A		$113,507$24,668$87$138,262
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		STOREN ,  JANETTE  
UNISERV ASSISTANT
N/A		$55,658$109$55,767
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		STURGEON ,  JO-LYNN  
UNISERV ASSISTANT
N/A		$66,292$863$67,155
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		VON GLINSKY ,  STEPHANIE  
UNISERV DIRECTOR
N/A		$143,392$12,646$56$156,094
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		WALSHE ,  AYMIE  
UNISERV DIRECTOR
N/A		$143,392$12,809$156,201
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
A
B
C 		WELLS ,  RYKER  
GR & DATA & ORG ASST
N/A		$57,708$57,708
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration 		5 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$0
I Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
Total Employee Disbursements$4,343,085$0$254,927$225,929$4,823,941
Less Deductions    $1,710,251
Net Disbursements    $3,113,690
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 512-668

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 23,467 
Agency Fee Payers*
Total Members/Fee Payers23,467 
*Agency Fee Payers are not considered members of the labor organization.
Active full time members13,481Yes
Active half time members239Yes
Active quarter time members8Yes
Active full time ESP members4,134Yes
Active half time ESP members233Yes
Active quarter time ESP members11Yes
Reserve members36No
Past president9Yes
Staff members0No
Retired members5,275Yes
Student members41Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 512-668

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$2,002,915
2. Named Payer Non-itemized Receipts$29,934
3. All Other Receipts$131,361
4. Total Receipts$2,164,210
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$20,000
2. Named Payee Non-itemized Disbursements$0
3. To Officers$4,135
4. To Employees$0
5. All Other Disbursements$62,218
6. Total Disbursements$86,353
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$632,374
2. Named Payee Non-itemized Disbursements$111,778
3. To Officers$53,974
4. To Employees$2,784,518
5. All Other Disbursements$199,897
6. Total Disbursements$3,782,541
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$258,455
2. Named Payee Non-itemized Disbursements$383,347
3. To Officers$3,285
4. To Employees$883,577
5. All Other Disbursements$176,524
6. Total Disbursements$1,705,188
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$252,797
2. Named Payee Non-itemized Disbursements$0
3. To Officers$53,974
4. To Employees$638,615
5. All Other Disbursements$3,631
6. Total Disbursements$949,017
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$147,265
2. Named Payee Non-itemized Disbursements$20,815
3. To Officers$162,667
4. To Employees$517,233
5. All Other Disbursements$83,861
6. Total Disbursements$931,841
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 512-668

Name and Address
(A)
Clyde Russell Scholarship Fund

35 Community Dr
Augusta
ME
04330
Type or Classification
(B)
501 (c) 3 public charity
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,019
Total Non-Itemized Transactions with this Payee/Payer$541
Total of All Transactions with this Payee/Payer for This Schedule$8,560
Stipends06/17/2025$8,019
Name and Address
(A)
Horace Mann Insurance

1 Horace Mann
Springfield
IL
62715
Type or Classification
(B)
Endorsed member benefits provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$45,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$45,000
Commission10/11/2024$11,250
Commission02/04/2025$11,250
Commission04/15/2025$11,250
Commission07/08/2025$11,250
Name and Address
(A)
MEA Benefits Trust

35 Community Dr
Augusta
ME
04330
Type or Classification
(B)
VEBA trust for health insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$863,954
Total Non-Itemized Transactions with this Payee/Payer$15,249
Total of All Transactions with this Payee/Payer for This Schedule$879,203
Management fee09/30/2024$66,458
Management fee10/31/2024$66,458
Management fee11/30/2024$66,458
Management fee12/31/2024$66,458
Management fee01/24/2025$66,458
Management fee02/25/2025$66,458
Management fee03/31/2025$66,458
Management fee04/30/2025$66,458
Management fee05/30/2025$66,458
Management fee06/25/2025$66,458
Management fee07/26/2025$66,458
Management fee08/26/2025$66,458
Management fee08/26/2025$66,458
Name and Address
(A)
National Education Association

1201 16th Street NW Ste
Washington
DC
20036
Type or Classification
(B)
National affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$795,074
Total Non-Itemized Transactions with this Payee/Payer$28
Total of All Transactions with this Payee/Payer for This Schedule$795,102
NEA Uniserv Grant09/23/2024$155,141
NEA Uniserv Grant12/17/2024$155,141
NEA Uniserv Grant03/25/2025$155,141
NEA Uniserv Grant06/24/2025$155,141
NEA ULSP09/23/2024$4,043
NEA ULSP10/22/2024$9,287
NEA ULSP12/20/2024$4,331
NEA ULSP01/24/2025$5,118
NEA ULSP02/19/2025$23,365
NEA ULSP03/25/2025$18,517
NEA ULSP05/20/2025$16,842
NEA ULSP06/17/2025$11,240
NEA ULSP07/24/2025$14,407
NEA ULSP08/19/2025$5,260
NEA- CMFS GRANT08/05/2025$21,100
NEA- YRM GRANT09/05/2024$13,530
NEA- YRM GRANT03/04/2025$13,530
NEA- YRM GRANT07/24/2025$13,940
Name and Address
(A)
NEA Member Benefits

900 Clopper Road
Gaithersburg
MD
20878
Type or Classification
(B)
National affiliate member benefits
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,916
Total Non-Itemized Transactions with this Payee/Payer$14,116
Total of All Transactions with this Payee/Payer for This Schedule$20,032
NEA MEMBER BEN 1Q STATE SHARE10/28/2024$5,916
Name and Address
(A)
Northeast Delta Dental
PO Box 9366

Manchester
NH
03108
Type or Classification
(B)
Endorsed member benefits provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$284,952
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$284,952
Commission09/30/2024$22,876
Commission10/31/2024$23,366
Commission11/18/2024$23,952
Commission12/09/2024$23,919
Commission01/07/2025$23,759
Commission02/07/2025$23,914
Commission03/11/2025$23,916
Commission04/08/2025$23,746
Commission05/06/2025$23,955
Commission06/06/2025$23,808
Commission07/03/2025$23,841
Commission08/01/2025$23,900
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 512-668

Name and Address
(A)
Aiello Law LLC

167 Water Street
Hallowell
ME
04347
Type or Classification
(B)
Legal counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,187
Total of All Transactions with this Payee/Payer for This Schedule$6,187
Name and Address
(A)
Albison's Printing

124 Riverside Dr
Augusta
ME
04330
Type or Classification
(B)
Printers
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$91,251
Total Non-Itemized Transactions with this Payee/Payer$2,000
Total of All Transactions with this Payee/Payer for This Schedule$93,251
Maine Educator10/31/2024$21,523
Election mailing12/12/2024$7,457
Maine Educator02/05/2025$20,665
Election mailing04/09/2025$9,017
Maine Educator04/30/2025$11,818
Election mailing07/15/2025$8,953
Maine Educator08/27/2025$11,818
Name and Address
(A)
Ascension Worldwide

115 Hilltop Road
Silver Spring
MD
20910
Type or Classification
(B)
Professional Development Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$46,958
Total Non-Itemized Transactions with this Payee/Payer$822
Total of All Transactions with this Payee/Payer for This Schedule$47,780
Board/staff presentation01/22/2025$8,781
Professional Development03/26/2025$7,989
Professional Development04/09/2025$7,793
Professional Development05/21/2025$7,514
Professional Development07/24/2025$14,881
Name and Address
(A)
Boreallis Law PLLC

97 India Street
Portland
ME
04101
Type or Classification
(B)
Legal counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$60,457
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$60,457
Legal representation for members01/22/2025$60,457
Name and Address
(A)
Clearpath Strategies

3093 Holyrood Drive
Oakland
CA
94611
Type or Classification
(B)
Media
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
NEA Media Grant10/31/2024$10,000
Name and Address
(A)
Cloutier, Conley & Duffett, PA

465 Congress Street
Portland
ME
04101
Type or Classification
(B)
Legal counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,532
Total Non-Itemized Transactions with this Payee/Payer$11,880
Total of All Transactions with this Payee/Payer for This Schedule$19,412
Legal representation for members09/11/2024$7,532
Name and Address
(A)
Ira Jaffe, ESQ

11705 Roberts Glen Court
Potomac
MD
20854
Type or Classification
(B)
Arbitration/mediator
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,073
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$8,073
MEASO Arbitration04/09/2025$8,073
Name and Address
(A)
James & Hoffman PC

1629 K Street, NW
Washington
DC
20006
Type or Classification
(B)
Legal counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$91,614
Total Non-Itemized Transactions with this Payee/Payer$4,489
Total of All Transactions with this Payee/Payer for This Schedule$96,103
Legal representation for members02/26/2025$24,886
Legal representation for members03/26/2025$6,350
Legal representation for members04/23/2025$18,032
Legal representation for members06/25/2025$24,821
Legal representation for members07/31/2025$6,121
Legal representation for members08/27/2025$11,404
Name and Address
(A)
Johnson & Webbert LLP

1 Bowdoin Mill Island
Topsham
ME
04086
Type or Classification
(B)
Legal counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$26,771
Total Non-Itemized Transactions with this Payee/Payer$28,878
Total of All Transactions with this Payee/Payer for This Schedule$55,649
Legal representation for members09/11/2024$7,439
Legal representation for members11/27/2024$5,618
Legal representation for members05/07/2025$6,310
Legal representation for members07/09/2025$7,404
Name and Address
(A)
Keith Greenberg, ESQ

6117 Calwood Way
Bethesda
MD
20852
Type or Classification
(B)
Arbitration/mediator
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,931
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,931
MEASO Arbitration06/11/2025$5,931
Name and Address
(A)
Maine Public

1450 Lisbon Street
Lewiston
ME
04240
Type or Classification
(B)
Maine Public broadcasting
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$27,200
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$27,200
Advertising03/12/2025$13,600
Advertising08/13/2025$13,600
Name and Address
(A)
NCSEA

1201 16TH ST NW
Washington
DC
20036
Type or Classification
(B)
Educator association
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,392
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,392
Annual dues03/05/2025$6,392
Name and Address
(A)
News Center Maine
PO Box 637368

Cinncinati
OH
45263
Type or Classification
(B)
Television station
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$24,500
Total Non-Itemized Transactions with this Payee/Payer$11,500
Total of All Transactions with this Payee/Payer for This Schedule$36,000
Advertising11/13/2024$6,500
Advertising12/04/2024$6,500
Advertising01/09/2025$6,500
Advertising03/05/2025$5,000
Name and Address
(A)
NEA Foundation

1201 16th Street, NW
Washington
DC
20036
Type or Classification
(B)
National affiliate
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$6,000
NEA Gala tickets10/31/2024$6,000
Name and Address
(A)
Petruccelli, Martin & Haddow LLP

Two Monument Square Ste 9
Portland
ME
04101
Type or Classification
(B)
Legal counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$37,879
Total Non-Itemized Transactions with this Payee/Payer$16,281
Total of All Transactions with this Payee/Payer for This Schedule$54,160
Legal representation for members03/12/2025$8,378
Legal representation for members04/23/2025$20,081
Legal representation for members06/04/2025$9,420
Name and Address
(A)
Pierce Atwood LLP

254 Commercial Street
Portland
ME
04101
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,224
Total Non-Itemized Transactions with this Payee/Payer$2,250
Total of All Transactions with this Payee/Payer for This Schedule$9,474
Legal representation for members05/07/2025$7,224
Name and Address
(A)
RARE Consultations LLC

3416 White Tower Way
Henrico
VA
23231
Type or Classification
(B)
Consultants
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,800
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,800
Keynote Speaker09/05/2024$7,800
Name and Address
(A)
Revelations in Education

6534 Hythe Road
Indianapolis
IN
46220
Type or Classification
(B)
Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,000
Keynote Speaker07/31/2025$7,000
Name and Address
(A)
Sodexo Inc & Affiliates

35 Bedford Street
Portland
ME
04101
Type or Classification
(B)
Meeting/conference venue
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$22,236
Total Non-Itemized Transactions with this Payee/Payer$4,762
Total of All Transactions with this Payee/Payer for This Schedule$26,998
MEA Summer Conference08/27/2025$22,236
Name and Address
(A)
Solidarity Law

9 Longmeadow Rd
Cumberland
ME
04401
Type or Classification
(B)
Legal counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,323
Total Non-Itemized Transactions with this Payee/Payer$6,865
Total of All Transactions with this Payee/Payer for This Schedule$12,188
Legal representation for members10/23/2024$5,323
Name and Address
(A)
Troubh Heisler LLC
PO Box 9711

Portland
ME
04401
Type or Classification
(B)
Legal counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$132,233
Total Non-Itemized Transactions with this Payee/Payer$15,864
Total of All Transactions with this Payee/Payer for This Schedule$148,097
Legal representation for members09/11/2024$20,839
Legal representation for members11/07/2024$10,449
Legal representation for members11/21/2024$9,500
Legal representation for members12/12/2024$15,956
Legal representation for members01/14/2025$5,640
Legal representation for members01/22/2025$6,024
Legal representation for members02/12/2025$23,942
Legal representation for members03/26/2025$5,313
Legal representation for members06/04/2025$7,517
Legal representation for members06/15/2025$8,568
Legal representation for members07/31/2025$6,517
Legal representation for members08/20/2025$11,968
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 512-668

Name and Address
(A)
Citizens Who Support Maine's Public Schools

35 Community Drive
Augusta
ME
04330
Type or Classification
(B)
Donation
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$247,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$247,000
Contribution09/05/2024$247,000
Name and Address
(A)
Maine Votes Network

565 Congress St, STE 200
Portland
ME
04101
Type or Classification
(B)
Steering Committee Dues
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,797
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$5,797
Dues03/19/2025$5,797
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 512-668

Name and Address
(A)
MEA Retired

19 Baird Road
Caribou
ME
04736
Type or Classification
(B)
MEA affiliate - Grant for the Clarion Publication
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$20,000
Clarion grant09/05/2024$20,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 512-668

Name and Address
(A)
ADT Security Services
PO Box 371878

Pittsburgh
PA
15250
Type or Classification
(B)
Office security
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,589
Total of All Transactions with this Payee/Payer for This Schedule$5,589
Name and Address
(A)
Blue Mantis
PO Box 844844

Boston
MA
02284
Type or Classification
(B)
Software support
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$48,084
Total of All Transactions with this Payee/Payer for This Schedule$48,084
Name and Address
(A)
Bob Chapman and Sons

814 Fuller Road
Hermon
ME
04401
Type or Classification
(B)
Office cleaning
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,318
Total of All Transactions with this Payee/Payer for This Schedule$8,318
Name and Address
(A)
Bredhoff & Kaiser

805 15TH Street NW
Washington
DC
20005
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$50,951
Total Non-Itemized Transactions with this Payee/Payer$8,906
Total of All Transactions with this Payee/Payer for This Schedule$59,857
Legal representation12/12/2024$6,325
Legal representation02/12/2025$16,769
Legal representation06/11/2025$19,123
Legal representation08/06/2025$8,734
Name and Address
(A)
CDW Direct LLC
PO Box 75723

Chicago
IL
60675
Type or Classification
(B)
Computer software/supplies
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$18,635
Total Non-Itemized Transactions with this Payee/Payer$15,421
Total of All Transactions with this Payee/Payer for This Schedule$34,056
Office Equipment02/19/2025$18,635
Name and Address
(A)
Central Maine Power
PO Box 847810

Boston
MA
02284
Type or Classification
(B)
Utility
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$30,234
Total of All Transactions with this Payee/Payer for This Schedule$30,234
Name and Address
(A)
Clean Edge

37 Laura Lane
Gorham
ME
04038
Type or Classification
(B)
Office cleaning
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,216
Total of All Transactions with this Payee/Payer for This Schedule$11,216
Name and Address
(A)
Consolidated Communications
PO Box 70347

Philadelphia
PA
19176
Type or Classification
(B)
Utility
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,596
Total of All Transactions with this Payee/Payer for This Schedule$9,596
Name and Address
(A)
Dale Rand Printing

508 Riverside Street, Ste A
Portland
ME
04103
Type or Classification
(B)
Printers
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,157
Total Non-Itemized Transactions with this Payee/Payer$1,529
Total of All Transactions with this Payee/Payer for This Schedule$6,686
MEA RA envelopes11/27/2024$5,157
Name and Address
(A)
Dewitts Lawn and Landscape LLC

2874 Ohio Street
Glenburn
ME
04401
Type or Classification
(B)
Groundskeeping
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$8,781
Total of All Transactions with this Payee/Payer for This Schedule$13,781
Tree removal/gitter cleaning10/23/2024$5,000
Name and Address
(A)
DLS Cleaning
PO Box 129

Topsham
ME
04086
Type or Classification
(B)
Office cleaning
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$17,623
Total of All Transactions with this Payee/Payer for This Schedule$17,623
Name and Address
(A)
Elm Environmental

91 Auburn St, Ste J
Portland
ME
04103
Type or Classification
(B)
Environmental services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$14,750
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$14,750
SO Portland remediation08/06/2025$14,750
Name and Address
(A)
First Protection Security
PO Box 7209

Scarborough
ME
04070
Type or Classification
(B)
Office security
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,936
Total of All Transactions with this Payee/Payer for This Schedule$8,936
Name and Address
(A)
Greencare Landscape Management
PO Box 685

Scarborough
ME
04070
Type or Classification
(B)
Groundskeeping
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$13,488
Total of All Transactions with this Payee/Payer for This Schedule$13,488
Name and Address
(A)
Head Invest LLC

7 Custom House Street
Portland
ME
04101
Type or Classification
(B)
Investment Advisors
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$4,485
Total of All Transactions with this Payee/Payer for This Schedule$4,485
Name and Address
(A)
Honeywell International Inc

12490 Collections Center
Chicago
IL
60693
Type or Classification
(B)
HVAC services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$51,315
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$51,315
HVAC maintenance contract09/11/2024$12,276
HVAC maintenance contract12/12/2024$13,013
HVAC maintenance contract03/12/2025$13,013
HVAC maintenance contract06/11/2025$13,013
Name and Address
(A)
Janice St Peter
PO Box 1036

Caribou
ME
04736
Type or Classification
(B)
Office rental for Caribou
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,100
Total of All Transactions with this Payee/Payer for This Schedule$7,100
Name and Address
(A)
JD Groundscapes
PO Box 2051

Augusta
ME
04330
Type or Classification
(B)
Groundskeeping
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$15,575
Total of All Transactions with this Payee/Payer for This Schedule$15,575
Name and Address
(A)
JP and Family Inc

5 Mike's Way
LImington
ME
04049
Type or Classification
(B)
Roofers
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,650
Total of All Transactions with this Payee/Payer for This Schedule$5,650
Name and Address
(A)
MEABT Trust

35 Community Drive
Augusta
ME
04330
Type or Classification
(B)
VEBA trust for health insurance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$66,458
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$66,458
Management fee08/27/2025$66,458
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 
Total Non-Itemized Transactions with this Payee/Payer$5,920
Total of All Transactions with this Payee/Payer for This Schedule$5,920
Name and Address
(A)
Old Port Advisors

130 Middle Street
Portland
ME
04101
Type or Classification
(B)
Investment advisors
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$14,779
Total of All Transactions with this Payee/Payer for This Schedule$14,779
Name and Address
(A)
Patriot Insurance
PO Box 88762

Chicago
IL
60680
Type or Classification
(B)
Insurance company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$21,089
Total Non-Itemized Transactions with this Payee/Payer$249
Total of All Transactions with this Payee/Payer for This Schedule$21,338
Auto/commercial policy08/20/2025$21,089
Name and Address
(A)
Pine Tree Waste
PO Box 1372

Williston
VT
05495
Type or Classification
(B)
Waste management
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,275
Total of All Transactions with this Payee/Payer for This Schedule$5,275
Name and Address
(A)
Pitney Bowes Global Financial Services
PO Box 371887

Pittsburgh
PA
15250
Type or Classification
(B)
Postal services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,716
Total of All Transactions with this Payee/Payer for This Schedule$10,716
Name and Address
(A)
Raymond James and Associates
PO Box 23641

St Petersburg
FL
33742
Type or Classification
(B)
Investment advisors
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,319
Total of All Transactions with this Payee/Payer for This Schedule$6,319
Name and Address
(A)
Reserve Account
PO Box 223648

Pittsburgh
PA
15250
Type or Classification
(B)
Postage
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,500
Total of All Transactions with this Payee/Payer for This Schedule$10,500
Name and Address
(A)
Ring Central
PO Box 734232

Dallas
TX
Type or Classification
(B)
Utility
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$20,549
Total of All Transactions with this Payee/Payer for This Schedule$20,549
Name and Address
(A)
Spectrum Business
PO Box 11826

Newark
NJ
07010
Type or Classification
(B)
Internet provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,497
Total of All Transactions with this Payee/Payer for This Schedule$6,497
Name and Address
(A)
Staples
PO Box 70295

Philadelphia
PA
Type or Classification
(B)
Office supplies
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$16,058
Total of All Transactions with this Payee/Payer for This Schedule$16,058
Name and Address
(A)
Summit Natural Gas of Maine
PO Box 77207

Minneapolis
MN
55480
Type or Classification
(B)
Utility
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$11,698
Total of All Transactions with this Payee/Payer for This Schedule$11,698
Name and Address
(A)
Transco

101 Perimeter Road
Nashua
NH
03063
Type or Classification
(B)
Office equipment
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$19,989
Total of All Transactions with this Payee/Payer for This Schedule$19,989
Name and Address
(A)
Vanguard
PO Box 28067

New York
NY
10087
Type or Classification
(B)
Investment advisors
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,167
Total of All Transactions with this Payee/Payer for This Schedule$6,167
Name and Address
(A)
Verizon
PO Box 15062

Albany
NY
12211
Type or Classification
(B)
Utility
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$10,304
Total of All Transactions with this Payee/Payer for This Schedule$10,304
Name and Address
(A)
Versant Power
PO Box 16044

Lewiston
ME
04243
Type or Classification
(B)
Utility
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$13,896
Total of All Transactions with this Payee/Payer for This Schedule$13,896
Name and Address
(A)
WIPFLI LLP
PO Box 3160

Milwaukee
WI
53201
Type or Classification
(B)
CPA firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,100
Total Non-Itemized Transactions with this Payee/Payer$3,900
Total of All Transactions with this Payee/Payer for This Schedule$29,000
Annual audit11/13/2024$19,100
Annual audit03/12/2025$6,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 512-668

Name and Address
(A)
City of Augusta Treasury Dept

16 Cony Street
Augusta
ME
04330
Type or Classification
(B)
Meeting/conference venue
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,886
Total Non-Itemized Transactions with this Payee/Payer$1,031
Total of All Transactions with this Payee/Payer for This Schedule$9,917
All Committee Day01/29/2025$8,886
Name and Address
(A)
Edible Elements

29 Blake Hill Road
Mount Vernon
ME
04352
Type or Classification
(B)
Catering
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,699
Total of All Transactions with this Payee/Payer for This Schedule$6,699
Name and Address
(A)
Hilton Garden Inn

9 Park Street
Freeport
ME
04032
Type or Classification
(B)
Meeting/conference venue
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$22,326
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$22,326
BOD meeting09/05/2024$22,326
Name and Address
(A)
Maine Evergreen Hotel

65 Whitten Road
Augusta
ME
04330
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$13,085
Total of All Transactions with this Payee/Payer for This Schedule$13,085
Name and Address
(A)
Maple Hill Farm

11 Inn Road
Hallowell
ME
04347
Type or Classification
(B)
Meeting/conference venue
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,159
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,159
BOD/Staff holiday party12/18/2024$7,159
Name and Address
(A)
Portland Sheraton at Sable Oaks

200 Sable Oaks Dr
S Portland
ME
04106
Type or Classification
(B)
Hotel/conference venue
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$80,690
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$80,690
MEA RA06/04/2025$75,690
MEA RA08/20/2025$5,000
Name and Address
(A)
Residence Inn Portland Downtown River

2115 S River Parkway
Portland
OR
97201
Type or Classification
(B)
Hotel/conference venue
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$28,204
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$28,204
NEA RA07/23/2025$28,204
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 512-668

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$2,859,740
Health insuranceAnthem BC BS$1,133,754
Long term disability, AD&D & Term Life InsuranceMadison National Life Ins Co$44,506
NEA Defined Benefit - Pension ContributionNational Education Association$1,325,582
Dental InsuranceNortheast Delta Dental$82,943
EAP programNorthern Light Wellbeing LLC$1,723
Retired Health InsuranceTreasurer, State of Maine$2,328
IRS 125 Cafeteria Plan - FSA & HRAFlores and Associates$73,327
401K Retirement Contributions John Hancock$44,528
401K Retirement Contributions Employer matchVanguard$129,713
Retiree Retirement contributionMaine Public Employees Retirement$21,336
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 512-668
Item 71 Title: Our treasurer is a full-time teacher and is not available to sign this form in a timely fashion. Our Executive Director signs off on it every year.

Question 15: TC Latitude Laptop - Cost $1,382 5 - TS Sonic Firewalls - Total Cost $5,317 TC Lenovo Think Pad Laptop - Cost $2,114 4 - Lenovo Hybrid Dock - Total Cost $1,152 48 -Lenovo P15s Laptops - Total Cost $86,479 49 - Lenovo Hybrid Docks - Total Cost $12,031 All assets above were collected by Information Technology Exchange for secure recycling and disposal TM Xerox Photocopier - Cost $10,539 - Picked up by Transco for disposal. GE Stove - Cost $600 - Picked by Lowe's and disposed of. 36" 4 Drawer File Cabinet - Cost $600 - Threw away.

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

Question 11(a):

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

Question 12: : : The annual audit is performed by Wipfli, 1 Market Square, Augusta ME 04330

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

Schedule 1, Row1:

Schedule 1, Row2:

Schedule 1, Row3:

Schedule 1, Row4:

Schedule 1, Row5:

Schedule 1, Row6:

Schedule 1, Row7:

Schedule 1, Row8:

Schedule 1, Row9:

Schedule 8, Row1:

Schedule 8, Row2:

Schedule 8, Row3:

Schedule 8, Row4:

Schedule 8, Row5:

Schedule 8, Row6:

Schedule 13, Row7:Reserve members do not have the right to vote or hold office.

Schedule 13, Row8:Past presidents are former MEA presidents who enjoy all the rights and privileges of active members but do not pay dues

Schedule 13, Row8:

Schedule 13, Row9:Staff members are not permitted to vote or hold office.

Schedule 13, Row9:Staff members are not permitted to vote or hold office.

Schedule 13, Row10:Retired members are members who have retired from the education profession and still wish to actively support the goals and objectives of their professional association. Retired members pay $31 annual dues.

Schedule 13, Row10:

Schedule 13, Row11:Student members are individuals who have never been employed in education and are enrolled in or preparing for a program of studying in an accredited institution of higher learning that qualifies them for a career in education. Student members pay $8 annually

Schedule 13, Row11:

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

Schedule 13, Row1:

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

Schedule 13, Row2:

Schedule 13, Row3:Active quarter time members are professional level educational employees who are employed 25% or less than a regular schedule and pay quarter active full-time dues.

Schedule 13, Row3:

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

Schedule 13, Row4:

Schedule 13, Row5:Active ESP half time members are support level educational employees and pay half of active ESP full-time dues

Schedule 13, Row5:

Schedule 13, Row6:Active ESP quarter time members are support level educational employees and pay a quarter of active ESP full- time dues

Schedule 13, Row6:

Schedule 13, Row7:Reserve members are active professional or ESP members either on leave for 6 months or are no longer employed in a position that qualifies them for either type of active membership. Reserve members pay 25% of active full-time dues. Reserve members do not have the right to vote or hold office.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)