Education Minnesota - 2013 Form LM-2

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U.S. Department of Labor Office of Labor-Management

Standards Washington, DC 20210

FORM LM-2 LABOR ORGANIZATION ANNUALREPORT Form Approved

Office of Management and Budget No. 1245-0003

Expires: 08-31-2016MUST BE USED BY LABOR ORGANIZATIONS WITH $250,000 OR MORE INTOTAL 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 by29 U.S.C. 439 or 440.

READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.

For Official UseOnly

1. FILE NUMBER 541-947

2. PERIOD COVEREDFrom 09/01/2012Through 08/31/2013

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) EDUCATION MINNESOTA

8. MAILING ADDRESS (Type or print in capital letters)First Name MICHAEL

Last Name ROEHL

P.O Box - Building and Room Number

Number and Street 41 SHERBURNE AVENUE

City ST PAUL

State MN

ZIP Code + 4 55103

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 oflaw, that all of the information submitted in this report (including information contained in any accompanying documents) has been examined by thesignatory and is, to the best of the undersigned individual's knowledge and belief, true, correct and complete (See Section V on penalties in theinstructions.)70. SIGNED: Denise M Specht PRESIDENT 71. SIGNED: Rodney D Rowe TREASURERDate: Nov 26, 2013 Telephone Number: 651-292-4825 Date: Nov 26, 2013 Telephone Number: 651-292-4857Form LM-2 (Revised 2010)

ITEMS 10 THROUGH 21 FILE NUMBER: 541-94710. During the reporting period did the labor organizationcreate or participate in the administration of a trust or afund or organization, as defined in the instructions, whichprovides benefits for members or beneficiaries?

No

11(a). During the reporting period did the labororganization have a political action committee (PAC)fund?

Yes

11(b). During the reporting period did the labororganization have a subsidiary organization as defined inSection X of these Instructions?

Yes

12. During the reporting period did the labor organizationhave an audit or review of its books and records by anoutside accountant or by a parent bodyauditor/representative?

Yes

13. During the reporting period did the labor organizationdiscover any loss or shortage of funds or other assets?(Answer "Yes" even if there has been repayment orrecovery.)

No

14. What is the maximum amount recoverable under thelabor organization's fidelity bond for a loss caused by anyofficer, employee or agent of the labor organization whohandled union funds?

$1,100,000

15. During the reporting period did the labor organizationacquire or dispose of any assets in a manner other thanpurchase or sale?

Yes

16. Were any of the labor organization's assets pledgedas security or encumbered in any way at the end of thereporting period?

Yes

17. Did the labor organization have any contingentliabilities at the end of the reporting period? No

18. During the reporting period did the labor organization

20. How many members did the labor organization have atthe end of the reporting period? 84,429

21. What are the labor organization's rates of dues and fees? Rates of Dues and Fees

Dues/Fees Amount Unit Minimum Maximum(a) Regular Dues/Fees SEE 69per SEE 69 SEE 69 SEE 69(b) Working Dues/Fees per(c) Initiation Fees per(d) Transfer Fees per(e) Work Permits per

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18. During the reporting period did the labor organizationhave any changes in its constitution or bylaws, other thanrates of dues and fees, or in practices/procedures listed inthe instructions?

Yes

19. What is the date of the labor organization's nextregular election of officers? 04/2016

Form LM-2 (Revised 2010)

STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 541-947

ASSETS

ASSETS Schedule Number

Start of Reporting Period (A)

End of Reporting Period (B)

22. Cash $39,394,636 $40,173,30023. Accounts Receivable 1 $1,004,725 $930,39624. Loans Receivable 2 $653,871 $1,081,30025. U.S. Treasury Securities $0 $026. Investments 527. Fixed Assets 6 $1,097,200 $1,318,60228. Other Assets 7 $562,027 $88,33729. TOTAL ASSETS $42,712,459 $43,591,935

LIABILITIES

LIABILITIES Schedule Number

Start of Reporting Period (A)

End of Reporting Period (B)

30. Accounts Payable 8 $1,794,233 $1,317,17331. Loans Payable 9 $032. Mortgages Payable $0 $033. Other Liabilities 10 $27,680,056 $16,423,94134. TOTAL LIABILITIES $29,474,289 $17,741,114

35. NET ASSETS $13,238,170 $25,850,821Form LM-2 (Revised 2010)

STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 541-947

CASH RECEIPTS SCH AMOUNT36. Dues and Agency Fees $26,697,52037. Per Capita Tax $038. Fees, Fines, Assessments, Work Permits $039. Sale of Supplies $040. Interest $105,02041. Dividends $042. Rents $55,43543. Sale of Investments and Fixed Assets 3 $203,47544. Loans Obtained 9 $045. Repayments of Loans Made 2 $506,47846. On Behalf of Affiliates for Transmittal to Them $16,233,63247. From Members for Disbursement on TheirBehalf $62,673

48. Other Receipts 14 $5,135,79149. TOTAL RECEIPTS $49,000,024

CASH DISBURSEMENTS SCH AMOUNT50. Representational Activities 15 $2,603,97451. Political Activities and Lobbying 16 $2,176,07152. Contributions, Gifts, and Grants 17 $997,53453. General Overhead 18 $6,093,63254. Union Administration 19 $10,459,95355. Benefits 20 $7,433,17656. Per Capita Tax $057. Strike Benefits $058. Fees, Fines, Assessments, etc. $059. Supplies for Resale $060. Purchase of Investments and Fixed Assets 4 $879,35461. Loans Made 2 $1,124,30762. Repayment of Loans Obtained 9 $063. To Affiliates of Funds Collected on TheirBehalf $15,435,325

64. On Behalf of Individual Members $62,93065. Direct Taxes $992,402

66. Subtotal $48,258,65867. Withholding Taxes and Payroll Deductions 67a. Total Withheld $4,629,306 67b. Less Total Disbursed $4,592,008 67c. Total Withheld But Not Disbursed $37,29868. TOTAL DISBURSEMENTS $48,221,360


SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 541-947

Entity or Individual Name (A)

Total AccountReceivable

(B)

90-180Days

Past Due (C)

180+ Days Past Due

(D)

LiquidatedAccount

Receivable (E)

STATE RESIDENTIAL SCHOOLS EDUCATION ASSOCIATION $11,060 $0 $831 $0MINNEAPOLIS FEDERATION OF TEACHERS $178,776 $0 $1,706 $0



Total of all itemized accounts receivable $237,196 $6,862 $3,496 $745Totals from all other accounts receivable $693,200 $2,835 $7,600 $0Totals(Total of Column (B) will be automatically entered in Item 23, Column(B)) $930,396 $9,697 $11,096 $745

MINNEAPOLIS FEDERATION OF TEACHERS $178,776 $0 $1,706 $0NORTHFIELD EDUCATION ASSOCIATION $35,099 $0 $26 $0PRINCETON ESP CUSTODIANS $5,603 $2,802 $933 $0EDUCATION MINNESOTA - ELLSWORTH $6,658 $4,060 $0 $0MAHTOMEDI EDUCATION ASSOCIATION $0 $0 $0 $412AITKIN EDUCATION SUPPORT STAFF OF EM $0 $0 $0 $168EDUCATION MINNESOTA - INTERMEDIATE DISTRICT 917 $0 $0 $0 $165


SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 541-947

List below loans to officers, employees, or members which atany time during the reporting period exceeded $250 and list

all loans to business enterprises regarless of amount. (A)

Loans Outstanding at Start of Period

(B)

Loans Made During Period

(C)

Repayments Received DuringPeriod

Cash (D)(1)

Other Than Cash (D)(2)

Loans Outstanding at End of Period

(E)

Name: EM PROPERTIESPurpose: OPERATIONSSecurity: UNSECURED/SUBSIDIARYTerms of Repayment: MONTHLY,6% PER ANNUM

$283,333 $0 $200,000 $0 $83,333

Name: PRINCETON CUSTODIAL ASSOCPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$674 $0 $0 $0 $674

Name: BOLD EDUCATION MINNESOTAPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$8 $0 $0 $8 $0

Name: CARLTON EDUCATION ASSOCIATIONPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$10,000 $0 $8,169 $1,831 $0

Name: CENTENNIAL EDUC MINNESOTAPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$6,500 $6,500 $1,300 $5,200 $6,500

Name: EM INTERNATIONAL FALLSPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$10,000 $5,000 $0 $8,103 $6,897

Name: EDUCATION MINNESOTA WARROADPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$5,334 $0 $633 $3,618 $1,083

Name: PINE ISLAND EDUC ASSOCIATIONPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$9,340 $0 $4,515 $4,825 $0

Name: NORTHLAND REMER-LONGVILLE EAPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$9,560 $0 $4,360 $4,223 $977

Name: ROYALTON ESPPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$3,000 $0 $0 $0 $3,000

Name: WEST ST. PAUL FEDERATIONPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$1,102 $14,000 $1,102 $0 $14,000

Name: BECKER EDUCATION ASSOCIATIONPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$2,393 $0 $2,393 $0 $0

Name: BELLE PLAINE EDUCATION ASSOCPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$5,305 $0 $2,935 $2,370 $0

Name: BURNSVILLE EDUCATION ASSOCPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$22,775 $0 $9,963 $12,812 $0

Name: CALEDONIA EDUCATION ASSOCPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$3,100 $0 $1,720 $1,380 $0

Name: DELANO EDUCATION ASSOCIATIONPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECURED $5,000 $0 $3,220 $1,780 $0



Terms of Repayment: NONEName: EDUCATION MINNESOTA - AITKINPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$7,500 $0 $5,464 $2,036 $0

Name: EM - INVER GROVE HEIGHTSPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$14,700 $0 $14,700 $0 $0

Name: EDUC MINNESOTA - MENAHGAPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$9,500 $0 $7,590 $1,558 $352

Name: EM - ST. LOUIS COUNTYPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$10,000 $10,000 $0 $0 $20,000

Name: FERGUS FALLS EDUC ASSOCIATION Purpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$9,125 $0 $3,670 $5,455 $0

Name: FOREST LAKE EDUC ASSOCIATIONPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$5,752 $13,385 $1,438 $4,314 $13,385

Name: HUTCHINSON EDUC ASSOCIATIONPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$16,875 $0 $8,244 $8,631 $0

Name: MADELIA TEACHERS ASSOCIATIONPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$6,000 $4,100 $4,655 $1,345 $4,100

Name: MAHTOMEDI EDUC ASSOCIATIONPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$1,674 $0 $1,674 $0 $0

Name: MINNEAPOLIS ESPPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$14,970 $0 $6,015 $8,955 $0

Name: MINNETONKA TEACHERS ASSOCPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$14,475 $0 $900 $13,575 $0

Name: MOOSE LAKE EDUC MINNESOTAPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$10,000 $0 $4,305 $4,556 $1,139

Name: NEW ULM EDUC ASSOCIATIONPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$9,300 $0 $6,883 $2,417 $0

Name: NORTH BRANCH EDUC ASSOCIATIONPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$3,721 $0 $733 $2,988 $0

Name: OWATONNA EDUC ASSOCIATIONPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$9,610 $0 $1,795 $7,815 $0

Name: PRINCETON EDUC ASSOCIATIONPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$11,500 $0 $2,323 $9,177 $0

Name: RIVER BEND EDUC MINNESOTAPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$6,485 $0 $4,984 $1,501 $0

Name: STAPLES MOTLEY EDUC ASSOCPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$5,000 $10,000 $2,980 $2,020 $10,000

Name: ST CLOUD EDUC ASSOCATIONPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$25,000 $0 $5,000 $20,000 $0

Name: ST. PAUL FED OF TEACHERSPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$48,708 $51,965 $18,642 $30,066 $51,965

Name: ST. PETER PARAPROFESSIONALS



Purpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$3,438 $0 $633 $2,805 $0

Name: STEWARTVILLE UNITED EDUCPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$6,614 $0 $1,323 $5,291 $0

Name: UNDERWOOD EDUCATION ASSOCPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$7,900 $0 $4,765 $2,549 $586

Name: VIRGINIA EDUCATION MINNPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$13,000 $0 $11,282 $1,718 $0

Name: WACONIA EDUCATION ASSOCPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$600 $0 $600 $0 $0

Name: WALKER HACKENSACK AKELEY EDUCPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$5,000 $0 $3,248 $1,752 $0

Name: EM PROPERTIESPurpose: OPERATIONSSecurity: UNSECURED/SUBSIDIARYTerms of Repayment: MONTHLY,4.25% PER ANNUM

$0 $700,000 $110,568 $0 $589,432

Name: BLOOMINGTON FED OF TEACHERSPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$0 $5,000 $0 $0 $5,000

Name: CASS LAKE EDUC ASSOCIATIONPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$0 $10,000 $9,711 $289 $0

Name: EDUCATION MINNESOTA LOCAL 1444Purpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$0 $5,000 $0 $0 $5,000

Name: EM BENTON-STEARNSPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$0 $6,480 $5,765 $715 $0

Name: EM CAMBRIDGE-ISANTIPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$0 $44,930 $0 $0 $44,930

Name: EDUCATION MINNESOTA EDINAPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$0 $22,250 $0 $0 $22,250

Name: EM FRIDLEY CUSTODIANSPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$0 $1,770 $0 $0 $1,770

Name: EDUCATION MINNESOTA LAKEVILLEPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$0 $14,910 $0 $0 $14,910

Name: EDUCATION MINNESOTA OSSEOPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$0 $21,125 $0 $0 $21,125

Name: EM OSSEO ADMIN ESPPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$0 $10,000 $10,000 $0 $0

Name: EDUCATION MINNESOTA RED LAKEPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$0 $14,500 $0 $0 $14,500

Name: EDUCATION MINNESOTA ST FRANCISPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$0 $12,000 $0 $0 $12,000

Name: EDUCATION MINNESOTA WILLMARPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$0 $25,200 $0 $0 $25,200

Name: FOLEY EDUCATION ASSISTANTSPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$0 $5,000 $3,390 $1,610 $0



Total of loans not listed above Total of all lines above $653,871 $1,124,307 $506,478 $190,400 $1,081,300

Totals will be automatically entered in...Item 24

Column (A)Item 61 Item 45 Item 69

withExplanation

Item 24 Column (B)

Terms of Repayment: NONEName: LAKEVILLE EDUCATIONAL ASST.Purpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$0 $7,992 $0 $0 $7,992

Name: MAHTOMEDI PARAPROFESSIONALSPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$0 $2,500 $0 $0 $2,500

Name: MANKATO TEACHERS ASSOCIATIONPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$0 $13,000 $0 $0 $13,000

Name: MAPLE RIVER EDUCATION ASSOCPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$0 $8,000 $0 $0 $8,000

Name: MILACA EDUCATION ASSOCIATIONPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$0 $21,125 $0 $0 $21,125

Name: ORONO EDUCATION ASSOCIATIONPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$0 $7,018 $0 $0 $7,018

Name: PINE RIVER-BACKUS EDUC ASSOCPurpose: UNUSUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$0 $13,372 $0 $0 $13,372

Name: ROYALTON FED OF TEACHERSPurpose: USUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$0 $7,480 $0 $0 $7,480

Name: UPSALA EDUCATION ASSOCIATIONPurpose: USUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$0 $4,000 $2,888 $1,112 $0

Name: WHITE BEAR TEACHERS ASSOCPurpose: USUAL CONTRACT NEGSecurity: UNSECUREDTerms of Repayment: NONE

$0 $26,705 $0 $0 $26,705


SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 541-947

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 $449,113 $147,626 $203,475 $203,47519 VEHICLES SOLD $449,113 $147,626 $203,475 $203,475

Less Reinvestments $0(The total from Net Sales Line will be automatically entered in Item 43)Net Sales $203,475


SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 541-947

Description (if land or buildings, give location) (A)

Cost (B)

Book Value (C)

Cash Paid (D)

Total of all lines above $943,780 $943,780 $879,354

22 VEHICLES $523,229 $523,229 $478,650OFFICE COMPUTER EQUIPMENT AND FURNITURE $419,090 $419,090 $399,243LEASEHOLD IMPROVEMENTS $1,461 $1,461 $1,461

Less Reinvestments $0(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases $879,354


SCHEDULE 5 - INVESTMENTS FILE NUMBER: 541-947

Description (A)

Amount (B)

Marketable Securities A. Total CostB. Total Book ValueC. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.



Other Investments D. Total CostE. Total Book ValueF. List each other investment which has a book value over $5,000 and exceeds 5% of Line E. Also, list eachsubsidiary for which separate reports are attached.

G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $0Form LM-2 (Revised 2010)

SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 541-947

Description (A)

Cost or Other Basis (B)

Total Depreciation or Amount Expensed

(C)

Book Value (D)

Value (E)

A. Land (give location) $0 $0 $0B. Buildings (give location) $0 $0 $0 $0C. Automobiles and Other Vehicles $1,411,042 $700,300 $710,742 $710,742D. Office Furniture and Equipment $6,119,443 $5,554,437 $565,006 $565,006E. Other Fixed Assets $51,967 $9,113 $42,854 $42,854F. Totals of Lines A through E (Column(D) Total will beautomatically entered in Item 27, Column(B)) $7,582,452 $6,263,850 $1,318,602 $1,318,602


SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 541-947

Description (A)

Book Value (B)

Total (Total will be automatically entered in Item 28, Column(B)) $88,337

PREPAID ANNUAL PROFESSIONAL CONFERENCE $50,981PREPAID POSTAGE $2,970SECURITY DEPOSITS $11,505PREPAID MISCELLANEOUS EXPENSES $22,881


SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 541-947

Entity or Individual Name (A)

Total Account Payable

(B)

90-180 Days Past Due

(C)

180+ Days Past Due (D)

LiquidatedAccount Payable

(E)Total for all itemized accounts payable $0 $0 $0 $0Total from all other accounts payable $1,317,173 $0 $0 $0Totals (Total for Column(B) will be automatically entered in Item 30,Column(D)) $1,317,173 $0 $0 $0


SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 541-947

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 31Column (C)

Item 44 Item 62 Item 69with Explanation

Item 31Column (D)


SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 541-947

Description (A)

Amount at End of Period (B)

Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $16,423,941

ACCRUED PENSION $11,595,403ACCRUED POST RETIREMENT $3,606,903ALLOWANCE FOR DOUBTFUL ACCOUNTS $82,908ACCRUED PAYROLL $133,076SECTION 125 PLAN $79,126DEFERRED PROFESSIONAL CONFERENCE REVENUE $100,800ACCRUED 401K $3,241ACCRUED PAYROLL TAX LIABILITIES $5,347ACCRUED VACATION $503,051TEACHER SUPPORT PROGRAM $2,037ACCRUED TRA $1,114EDUCATION MINNESOTA RETIRED FUND $305,468PAYROLL WITHHOLDINGS $5,467


SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS



SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 541-947

(A) Name

(B) Title

(C) Status

(D) Gross Salary

Disbursements (before any deductions)

(E) Allowances Disbursed

(F) Disbursements

for OfficialBusiness

(G) Other

Disbursements notreported in

(D) through (F)

(H) TOTAL

A B C

DOOHER, THOMAS APRESIDENTP

$170,038 $0 $17,338 $66 $187,442

I Schedule 15 Representational Activities 18 %

Schedule 16 Political Activitiesand Lobbying

4 % Schedule 17 Contributions 0 % Schedule 18

General Overhead 10 % Schedule 19 Administration 68 %

A B C

SPECHT, DENISE MPRESIDENTN

$31,019 $0 $3,341 $0 $34,360





A B C

SPECHT, DENISE MTREASURERP

$102,052 $0 $10,793 $0 $112,845





A B C

MUELLER, PAUL MVICE PRESIDENTC

$127,723 $0 $30,162 $363 $158,248





A B C

ROWE, RODNEY TREASURERN

$21,600 $6,330 $9,917 $673 $38,520





A B C

ALSLEBEN, JAMIE GOVERNING BOARDN

$0 $0 $74 $0 $74





A B C

ANDRIX, TODD GOVERNING BOARDN

$126 $0 $1,436 $0 $1,562





A B C

BACON, MICHELLE GOVERNING BOARDC

$0 $0 $889 $0 $889





A B C

BAUGHMANN, JANET GOVERNING BOARDC

$0 $0 $2,183 $0 $2,183





A B C

BLAHA, JULIE GOVERNING BOARDC

$0 $0 $967 $0 $967





A B C

BROWN-KRUESEL, JEANNE GOVERNING BOARDC

$0 $0 $3,691 $0 $3,691





A B C

BUSH-MILLER, CALLIE GOVERNING BOARDC

$0 $0 $1,146 $0 $1,146





A B

CARLSON, LEE GOVERNING BOARD $0 $0 $2,064 $0 $2,064

Jonathan Blake

Jonathan Blake

Jonathan Blake

Jonathan Blake



B C

GOVERNING BOARDC

$0 $0 $2,064 $0 $2,064

ISchedule 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

CERAR, JOE GOVERNING BOARDC

$105 $0 $3,590 $0 $3,695





A B C

COLBERT, KIMBERLY GOVERNING BOARDC

$0 $0 $1,139 $0 $1,139





A B C

CORDES, NANCY GOVERNING BOARDN

$0 $0 $0 $0 $0





A B C

COURRIER, ROBIN GOVERNING BOARDC

$0 $0 $4,117 $0 $4,117





A B C

DE LEON-DENTON, MARY GOVERNING BOARDC

$0 $0 $1,540 $0 $1,540





A B C

FIERECK, RYAN GOVERNING BOARDN

$0 $0 $915 $0 $915





A B C

FISCHER, DENNIS GOVERNING BOARDC

$256 $0 $2,863 $0 $3,119





A B C

FRIDGEN, MARTY GOVERNING BOARDN

$0 $0 $786 $0 $786





A B C

GARDNER, ROB GOVERNING BOARDC

$0 $0 $1,204 $0 $1,204





A B C

GOUPIL, PAUL GOVERNING BOARDP

$0 $0 $295 $0 $295


Schedule 16

Political Activitiesand Lobbying




A B C

GRASSEL, CHAD GOVERNING BOARDC

$0 $0 $1,885 $0 $1,885





A B C

HAKES, PAULA GOVERNING BOARDN

$0 $0 $99 $0 $99





A B C

HILL, JOSIAH GOVERNING BOARDP

$0 $0 $914 $0 $914

Schedule 16







A B C

HINRICHS, STEVE LGOVERNING BOARDC

$0 $0 $807 $0 $807





A B C

HJERTSTEDT, BILL GOVERNING BOARDP

$0 $0 $2,233 $0 $2,233





A B C

KETTERING, BARB GOVERNING BOARDN

$0 $0 $182 $0 $182





A B C

KJELLBERG, SHARON GOVERNING BOARDP

$0 $0 $1,221 $0 $1,221





A B C

KLUEMPKE, CINDY GOVERNING BOARDN

$0 $0 $986 $0 $986





A B C

MATERNUS, CHARLIE GOVERNING BOARDC

$224 $0 $2,362 $0 $2,586





A B C

MIKKELSON, PAM GOVERNING BOARDC

$360 $0 $1,325 $0 $1,685





A B C

MILLER, ANN GOVERNING BOARDC

$0 $0 $1,172 $0 $1,172





A B C

MILLETTE, BOB GOVERNING BOARDP

$766 $0 $2,601 $0 $3,367





A B C

MORRIS, HEIDI GOVERNING BOARDN

$1,147 $0 $729 $0 $1,876





A B C

MULDER, BRUCE GOVERNING BOARDC

$0 $0 $1,086 $0 $1,086





A B C

MULLINS, MICHAEL GOVERNING BOARDC

$0 $0 $1,331 $0 $1,331





A B C

MUNSTERMAN, WALTER GOVERNING BOARDC

$0 $0 $2,314 $0 $2,314





A NORDGREN, LYNN



A B C

NORDGREN, LYNN GOVERNING BOARDC

$0 $0 $775 $0 $775





A B C

NYSTROM, BOB GOVERNING BOARDC

$0 $0 $1,905 $0 $1,905





A B C

OLSON, LISA GOVERNING BOARDN

$0 $0 $163 $0 $163





A B

C

PANNING-MILLER, ROB GOVERNING BOARD

P$0 $0 $479 $0 $479





A B C

PETERSON, JEREMY GOVERNING BOARDP

$0 $0 $770 $0 $770





A B C

POLASKY, PATTY GOVERNING BOARDP

$0 $0 $1,930 $0 $1,930





A B C

RICKER, MARY CATHRYN GOVERNING BOARDC

$0 $0 $612 $0 $612





A B C

ROSEEN, RYAN GOVERNING BOARDC

$0 $0 $638 $0 $638





A B C

ROSIVACH, RICHARD GOVERNING BOARDC

$0 $0 $885 $0 $885





A B C

SCHAEFER, SCOTT GOVERNING BOARDN

$0 $0 $0 $0 $0





A B C

SCHMIDT, KATE GOVERNING BOARDC

$0 $0 $577 $0 $577





A B C

SIMONICH, ROB GOVERNING BOARDC

$912 $0 $3,162 $0 $4,074





A B C

SINNER, DON GOVERNING BOARDC

$0 $0 $3,337 $0 $3,337





A

B C

SNYDER, SUSAN

GOVERNING BOARDC

$0 $0 $1,993 $0 $1,993



C C





A B C

STRINGFIELD, CATHY GOVERNING BOARDP

$342 $0 $2,254 $0 $2,596





A B C

SWENSON, MARK GOVERNING BOARDN

$0 $0 $633 $0 $633





A B C

THEROUX, GALE GOVERNING BOARDN

$0 $0 $490 $0 $490





A B C

WAYNE, LYNETTE GOVERNING BOARDP

$0 $0 $0 $0 $0





A B C

WRIGHT, GREGG GOVERNING BOARDC

$0 $0 $921 $0 $921





Total Officer Disbursements $456,670 $6,330 $143,221 $1,102 $607,323Less Deductions $186,178Net Disbursements $421,145Form LM-2 (Revised 2010)

SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 541-947

(A) Name

(B) Title

(C) Other Payer

(D) Gross Salary

Disbursements (before any deductions)

(E) AllowancesDisbursed

(F) Disbursements

for OfficialBusiness

(G) Other Disbursements

not reported in (D) through (F)

(H) TOTAL

A B C

AARO, KARL EXECUTIVE DIRECTORN/A

$172,901 $0 $6,502 $2,542 $181,945





A B C

ADEE, KATHLEEN MFIELD STAFFN/A

$96,702 $0 $9,437 $0 $106,139

I

Schedule 15

Representational Activities22 %


and Lobbying4 % Schedule 17

Contributions0 % Schedule 18

General Overhead10 % Schedule 19

Administration64 %

A B C

AFFLERBAUGH, ROBERT MOFFSET PRESS OPERATORN/A

$58,824 $0 $287 $0 $59,111





A B C

ALLEN, SCOTT DFIELD STAFFN/A

$112,577 $0 $5,482 $0 $118,059





A B C

ALSWAGER, JAN LCHIEF LOBBYISTN/A

$134,455 $0 $13,934 $0 $148,389





A B C

ANDERSON, DUANE PFIELD STAFFN/A

$53,328 $0 $8,368 $0 $61,696

Jonathan Blake

Jonathan Blake

Jonathan Blake

Jonathan Blake







A B C

ANDERSON, SANDRA EFIELD STAFFN/A

$115,807 $0 $5,294 $0 $121,101





A B C

ANDERSON, JAN BFIELD STAFFN/A

$102,877 $0 $7,474 $0 $110,351





A B C

APPLETON, BART SFIELD STAFFN/A

$72,163 $0 $4,193 $0 $76,356





A B C

ARON, DAVE MATTORNEYN/A

$97,771 $0 $3,702 $0 $101,473





A B C

BALDWIN, CHARLENE MEMB/DUES ACCTG TECHN/A

$26,248 $0 $21 $0 $26,269





A B C

BARNES, TAMMY AFIELD STAFFN/A

$113,174 $0 $19,803 $0 $132,977






A B C

BASCH, MARSHA LHMN RES ADMINISTRATORN/A

$19,680 $0 $351 $0 $20,031





A B C

BATY, DARRELL FIELD STAFFN/A

$119,664 $0 $7,233 $0 $126,897





A B C

BATY, DEBORAH CFIELD OFFICE ASSISTANTN/A

$58,996 $0 $595 $0 $59,591





A B C

BAUMGARD, JACQUELINE MFIELD STAFFN/A

$113,860 $0 $6,729 $0 $120,589





A B C

BEHRENS, ASHLEY LOFFICE ASSISTANTN/A

$44,586 $0 $1,343 $0 $45,929





A B C

BENSON, NANCY AFIELD OFFICE ASSISTANTN/A

$57,977 $0 $949 $0 $58,926





A B C

BERG, STEPHANIE ACCOUNTING SPECIALISTN/A

$50,525 $0 $416 $0 $50,941





A BLEWETT, MATTHEW S

Jonathan Blake

Jonathan Blake

Jonathan Blake

Jonathan Blake

Jonathan Blake

Jonathan Blake



A B C

BLEWETT, MATTHEW SESI OFFICE ASSISTANTN/A

$39,970 $0 $373 $0 $40,343





A B C

BLISSENBACH, NICOLE ATTORNEYN/A

$103,475 $0 $6,045 $0 $109,520





A B

C

BLUMHARDT, MARIE CFIELD STAFF

N/A

$81,734 $0 $10,248 $0 $91,982





A B C

BRADY, SUSAN GFIELD STAFFN/A

$95,490 $0 $3,587 $0 $99,077





A B C

BRELJE, ANNA GCOMM ENGAGEMENT COORN/A

$78,729 $0 $8,062 $0 $86,791





A B C

BRENGMAN, MARY CLAIRE LEGAL ASSISTANTN/A

$57,932 $0 $755 $0 $58,687





A B C

BUHR, JODEE MLOBBYISTN/A

$98,478 $0 $7,048 $0 $105,526





A B C

CECCONI, ANDREA MRESEARCH SPECIALISTN/A

$107,624 $0 $9,058 $0 $116,682





A B C

CHRISTOFFERSON, GARY RFIELD STAFFN/A

$115,716 $0 $5,846 $0 $121,562





A B C

COBB, LAVONNE KLEGAL SECRETARYN/A

$56,337 $0 $262 $0 $56,599





A B C

COLE, DAWN SMANAGER FIELD SERVICESN/A

$136,152 $0 $3,106 $4,243 $143,501





A B C

CONE, WANDA SEXECUTIVE ASSISTANTN/A

$69,948 $0 $1,272 $0 $71,220





A

B C

CORHOUSE, DEBRA M

ATTORNEYN/A

$124,781 $0 $5,658 $0 $130,439





A B C

CRUZ, KARI AHIGHER EDUCATION STAFFN/A

$97,255 $0 $3,766 $1,146 $102,167

Jonathan Blake

Jonathan Blake

Jonathan Blake

Jonathan Blake

Jonathan Blake

Jonathan Blake

Jonathan Blake



C N/A





A B C

DALLMAN, CELESTE RFIELD OFFICE ASSISTANTN/A

$28,465 $0 $513 $0 $28,978





A B C

DERWINSKI, AMY FIELD STAFFN/A

$102,662 $0 $6,727 $6,758 $116,147





A B C

DERWINSKI, COURTNEY MNEGOTIATIONS SPECIALISTN/A

$99,986 $0 $9,781 $0 $109,767





A B C

DOMASZEK, RACHEL EFIELD STAFFN/A

$105,810 $0 $1,733 $0 $107,543





A B C

DOOHER, DOUGLAS RPUBLIC AFFAIRS SPECIALISTN/A

$113,512 $0 $3,404 $0 $116,916





A B C

DORSEY, MARYANN MFIELD STAFFN/A

$100,344 $0 $1,729 $1,071 $103,144





A B C

EDWARDS, ELIZABETH FIELD OFFICE ASSISTANTN/A

$56,725 $0 $207 $0 $56,932





A B C

ERIE, KATHY JFIELD OFFICE ASSISTANTN/A

$50,120 $0 $818 $0 $50,938





A B C

FERNHOLZ, LUKE AFIELD STAFFN/A

$91,911 $0 $2,291 $402 $94,604





A B C

FORD, SARA JHIGHER EDUCATION STAFFN/A

$88,798 $0 $7,634 $0 $96,432





A B C

FOSTER, BRIDGET AORGANIZERN/A

$96,677 $0 $7,768 $0 $104,445





A B C

FOSTER, LOUISE ERECEPTIONISTN/A

$50,069 $0 $181 $0 $50,250





A B C

FOURRE, MAUREEN RNEGOTIATIONS OFFICE ASSTN/A

$50,919 $0 $477 $0 $51,396





Jonathan Blake

Jonathan Blake

Jonathan Blake

Jonathan Blake

Jonathan Blake

Jonathan Blake



and LobbyingA B C

FRANKLIN, GARNET LED ISSUES SPECIALISTN/A

$117,116 $0 $5,388 $0 $122,504





A B C

GILLES, JANE ED ISSUES SPECIALISTN/A

$97,035 $0 $5,253 $0 $102,288





A B C

GILMOUR, MICHAEL HDOCUTECH OPERATORN/A

$70,598 $0 $230 $0 $70,828





A B C

GLASSBERG, SHIRLIANA VWEB/GRAPHICS ASSISTANTN/A

$43,168 $0 $751 $0 $43,919





A B C

GLOVER, JESS ANNA ATTORNEYN/A

$106,265 $0 $3,048 $0 $109,313



and Lobbying



A B C

GOOS, MICHELLE RFIELD STAFFN/A

$105,219 $0 $2,561 $361 $108,141





A B C

GOTSCH, CHRISTEEN HFIELD OFFICE ASSISTANTN/A

$48,125 $0 $697 $0 $48,822





A B C

GRANGER, JAMES LFIELD STAFFN/A

$84,785 $0 $12,352 $0 $97,137





A B C

GRIEME, PATRICIA EPART-TIME FIELD STAFFN/A

$8,262 $0 $4,540 $0 $12,802





A B C

GROSS, ANDREA FIELD OFFICE ASSISTANTN/A

$41,367 $0 $1,063 $0 $42,430





A B C

HAFFELY, CYNTHIA LFIELD/ACCTG ASSTN/A

$41,836 $0 $1,221 $0 $43,057





A B C

HAGGAR, JAMES APOLITICAL ACTION SPECN/A

$82,677 $0 $1,777 $0 $84,454





A B C

HALUPCZOK, DONNA MFIELD OFFICE ASSISTANTN/A

$52,199 $0 $178 $0 $52,377





A B C

HAMBLIN, REBECCA HFIELD STAFFN/A

$116,179 $0 $6,163 $0 $122,342

Jonathan Blake

Jonathan Blake

Jonathan Blake

Jonathan Blake

Jonathan Blake



C N/A





A B C

HARING, WILLIAM JFIELD STAFFN/A

$116,237 $0 $3,245 $1,582 $121,064


Schedule 16

Political Activitiesand Lobbying




A B C

HEMMELGARN, JANIE MFIELD OFFICE ASSISTANTN/A

$61,792 $0 $1,132 $0 $62,924





A B C

HERRMANN, ERIC FIELD STAFFN/A

$88,847 $0 $2,975 $1,610 $93,432





A B C

HOLSTE, GLENDA CPUBLIC AFFAIRS SPECIALISTN/A

$112,211 $0 $3,074 $0 $115,285





A B C

HOPKINS, RHONDA JFIELD OFFICE ASSISTANTN/A

$61,617 $0 $1,693 $0 $63,310





A B C

HOWARD, JENNIE EMSCF OFFICE ASSISTANTN/A

$59,011 $0 $708 $0 $59,719





A B C

HUGHTO, KENNETH RFIELD STAFFN/A

$126,490 $0 $3,618 $0 $130,108





A B C

HYMA, JEFFERY DFIELD STAFFN/A

$112,363 $0 $11,399 $0 $123,762





A B C

JEMTRUD, ALVE LDIR ECONOMIC SERVICESN/A

$145,700 $0 $890 $0 $146,590





A B C

JOHANSEN, LEE FNEGOTIATIONS SPECIALISTN/A

$46,807 $0 $3,035 $0 $49,842





A B C

JOHNSON, MARIA LCOMPUTER TECHNICIANN/A

$52,272 $0 $413 $0 $52,685





A B C

JOHNSON, MICHELLE AMBR/DUES ACCTG SUPERVISORN/A

$65,415 $0 $1,718 $0 $67,133





A B C

JUAIRE, JOSEPH DHIGHER EDUCATION STAFFN/A

$89,349 $0 $10,844 $0 $100,193


Schedule 16 Political Activities 1 % Schedule 17

Contributions 0 % Schedule 18 General Overhead 13 % Schedule 19

Administration 43 %

Jonathan Blake

Jonathan Blake

Jonathan Blake

Jonathan Blake

Jonathan Blake

Jonathan Blake



I Representational Activities 43 % Political Activitiesand Lobbying

1 % Contributions 0 % General Overhead 13 % Administration 43 %

A B C

KAMPER, DAVID SMANAGER FIELD SERVICESN/A

$32,525 $0 $0 $0 $32,525





A B C

KERBER, SHELLEY APUBLIC AFFAIRS SPECIALISTN/A

$115,035 $0 $6,466 $0 $121,501





A B C

KERFELD, ANITA MFIELD STAFFN/A

$25,296 $0 $1,331 $0 $26,627





A B C

KINNEY, DEBORAH FIELD OFFICE ASSISTANTN/A

$66,428 $0 $1,503 $0 $67,931





A B C

KIRCHNER, RANDI RFIELD STAFFN/A

$115,190 $0 $6,770 $0 $121,960





A B C

KNUTSON, DAYONNA LFOUNDATION DIRECTORN/A

$41,257 $0 $746 $0 $42,003





A B C

KRISNIK, ANNE FGENERAL COUNSELN/A

$167,646 $0 $11,421 $4,267 $183,334





A B

C

KUNDIN, DAVID BFIELD STAFF

N/A

$113,231 $0 $2,929 $0 $116,160





A B C

LICHY, JANICE LFIELD STAFFN/A

$113,182 $0 $6,670 $0 $119,852





A B C

LOOSBROCK, ALICIA RFIELD OFFICE ASSISTANTN/A

$45,237 $0 $1,178 $0 $46,415





A B C

LORENCE, ROBERT LFACILITIES/PRINTG SUPVN/A

$87,476 $0 $509 $0 $87,985





A B C

LUGER-NIKOLAI, MARGARET ATTORNEYN/A

$106,876 $0 $3,467 $0 $110,343





A B C

MACDONALD, MICHELLE DIRECTOR OF MARKETINGN/A

$113,519 $0 $642 $0 $114,161





A B

MACKEY, BRENDA LCUSTODIAN $40,541 $0 $190 $0 $40,731

Jonathan Blake

Jonathan Blake

Jonathan Blake

Jonathan Blake

Jonathan Blake

Jonathan Blake

Jonathan Blake



B C

CUSTODIANN/A

$40,541 $0 $190 $0 $40,731





A B C

MADSON PATRICK, SHANE HMN RES ADMINISTRATORN/A

$36,491 $0 $374 $0 $36,865





A B C

MATTOCKS, PATRICK WINFO TECH SUPERVISORN/A

$109,002 $0 $8,945 $0 $117,947





A B C

MCGREE, MARY HLEGAL ASSISTANTN/A

$32,412 $0 $499 $0 $32,911

ISchedule 15 Representational Activities

29 %Schedule 16 Political Activitiesand Lobbying

1 % Schedule 17 Contributions

0 % Schedule 18 General Overhead

15 % Schedule 19 Administration

55 %

A B C

MCKEEN, MEGAN EOFFICE ASSISTANTN/A

$27,478 $0 $879 $0 $28,357





A B C

MCKNIGHT, MATTHEW DINFO TECH SPECIALISTN/A

$99,230 $0 $9,749 $0 $108,979





A B C

MCLANE, LOREEN FIELD OFFICE ASSISTANTN/A

$56,542 $0 $522 $0 $57,064





A B C

MEHRMAN, SARAH JMEMB PROD TECHNICIANN/A

$47,199 $0 $182 $0 $47,381





A B C

MEYER, JAMES RSTATE AFFL POLITICAL ORGN/A

$102,362 $0 $5,837 $0 $108,199





A B C

MILLER, GREGORY NFIELD STAFFN/A

$103,085 $0 $8,285 $0 $111,370





A B C

MILLER, SANDRA KMANAGER FIELD SERVICESN/A

$124,908 $0 $6,955 $6,948 $138,811





A B C

MOLLBERG, KENT PART-TIME FIELD STAFFN/A

$11,824 $0 $5,226 $0 $17,050





A B C

MONTEZ, MARY FIELD OFFICE ASSISTANTN/A

$56,258 $0 $460 $0 $56,718





A B C

MORALES, ANGEL FIELD STAFFN/A

$114,912 $0 $4,674 $0 $119,586

Schedule 16

Jonathan Blake

Jonathan Blake

Jonathan Blake

Jonathan Blake

Jonathan Blake

Jonathan Blake





and Lobbying



A B C

MUELLER, ALYSSA ORGANIZERN/A

$89,929 $0 $5,686 $0 $95,615





A B C

MURPHY, MEGAN MPUBLIC AFFAIRS SPECIALISTN/A

$15,696 $0 $1,630 $0 $17,326





A B C

MURRAY, MARILYN SASSISTANT CONTROLLERN/A

$103,214 $0 $340 $0 $103,554





A B C

NELSON, DOUGLAS AFIELD STAFFN/A

$86,518 $0 $11,226 $0 $97,744





A B C

NELSON, DUSTINE MACCOUNTING SPECIALISTN/A

$55,137 $0 $2,113 $0 $57,250





A B C

NELSON, ROBB EINTERN - LEGALN/A

$11,201 $0 $0 $0 $11,201





A B C

NELSON, WENDY MMEMB/DUES ACCTG TECHN/A

$50,203 $0 $181 $0 $50,384





A B C

OLSON, BETTY LFIELD OFFICE ASSISTANTN/A

$56,983 $0 $933 $0 $57,916





A B C

OWEN, LINDA KPUBLIC AFFAIRS SPECIALISTN/A

$84,728 $0 $946 $0 $85,674





A B C

PACK, TODD EFIELD STAFFN/A

$93,799 $0 $9,554 $0 $103,353

I Schedule 15 Representational Activities

12 %Schedule 16 Political Activitiesand Lobbying

2 % Schedule 17 Contributions

0 % Schedule 18 General Overhead

17 % Schedule 19 Administration

69 %

A B C

PALMA, BARBARA JFIELD OFFICE ASSISTANTN/A

$37,396 $0 $434 $0 $37,830





A B C

PAUL, STACY AASSISTANT TO MGR FIELDN/A

$62,502 $0 $1,971 $0 $64,473





A B C

PEDERSEN, VALERIE JFIELD OFFICE ASSISTANTN/A

$57,109 $0 $864 $0 $57,973





Jonathan Blake

Jonathan Blake



Representational Activities and Lobbying Contributions General Overhead Administration

A B C

PERRY, MARY CED ISSUES SPECIALISTN/A

$96,701 $0 $7,538 $0 $104,239





A B C

PETTERSEN, ELIZABETH MED ISSUES OFFICE ASSISTN/A

$27,777 $0 $2,116 $0 $29,893





A B C

PRIVRATSKY, RITA MEXEC ASSIST TO PRESIDENTN/A

$81,254 $0 $3,037 $0 $84,291





A B C

PRUETT, JULIE FFIELD OFFICE ASSISTANTN/A

$36,267 $0 $370 $0 $36,637





A B C

RACHUY, SHARON AFIELD OFFICE ASSISTANTN/A

$54,752 $0 $365 $0 $55,117





A B C

RETTKE, BRANDON BDIRECTOR PUBLIC AFFAIRSN/A

$139,343 $0 $4,813 $1,821 $145,977





A B C

RICHARDSON, MARK CFIELD STAFFN/A

$113,431 $0 $7,339 $0 $120,770





A B C

ROEBER, SHIRLEY FIELD OFFICE ASSISTANTN/A

$37,572 $0 $435 $0 $38,007





A B C

ROEHL, MICHAEL JCHIEF FINANCIAL OFFICERN/A

$134,110 $0 $5,468 $2,307 $141,885





A B C

ROSHEIM, CHERYL FIELD STAFFN/A

$94,349 $0 $6,527 $0 $100,876





A B C

ROTH, TAMMY PPART-TIME FIELD STAFFN/A

$7,609 $0 $5,030 $0 $12,639





A B C

ROZALES, RAYMOND FGRAPHICS TECHNICIANN/A

$56,548 $0 $242 $0 $56,790





A B C

SANDSTEDE, EVAN RFIELD STAFFN/A

$91,066 $0 $7,107 $0 $98,173





A B

SCHMIESING, MARK AFIELD STAFF $80,955 $0 $7,165 $0 $88,120

Jonathan Blake

Jonathan Blake

Jonathan Blake

Jonathan Blake

Jonathan Blake



B C

FIELD STAFFN/A

$80,955 $0 $7,165 $0 $88,120





A B C

SCHUGG, LINDA MFIELD OFFICE ASSISTANTN/A

$57,511 $0 $547 $0 $58,058





A B C

SCHULTZ, DIANE LPART-TIME FIELD STAFFN/A

$10,637 $0 $2,152 $0 $12,789






A

B C

SEILER, JULIE A

PART-TIME FIELD STAFFN/A

$9,753 $0 $4,602 $0 $14,355





A B C

SHEEHAN, ANTHONY LATTORNEYN/A

$123,068 $0 $4,520 $0 $127,588





A B C

SKOG, DEBORAH AESI OFFICE ASSISTANTN/A

$55,312 $0 $243 $0 $55,555





A B C

SMITH, CYNTHIA LMEMB/DUES ACCTG TECHN/A

$48,382 $0 $262 $0 $48,644





A B C

SPINDLER, KRISTINE JFIELD OFFICE ASSISTANTN/A

$53,755 $0 $910 $0 $54,665





A B C

ST MARIE, LOUIS PCUSTODIANN/A

$46,329 $0 $297 $0 $46,626





A B C

STEINHOFF, KIEREN MPUBLIC AFFAIRS ASSOCIATEN/A

$45,386 $0 $965 $0 $46,351





A B C

TUIYOTT-LEWIS, ROSE CCOMPLIANCE COORDINATORN/A

$72,863 $0 $752 $0 $73,615





A B C

VAN HOUTEN, JASON ROFFICE ASSISTANTN/A

$25,409 $0 $516 $0 $25,925





A B C

VAN MOORLEHEM, AARON LFIELD STAFFN/A

$107,033 $0 $2,869 $1,438 $111,340





A B C

VEGA, ANTONIO CFIELD STAFFN/A

$113,732 $0 $5,146 $0 $118,878

Schedule 15 Schedule 16 Schedule 17 Schedule 18 Schedule 19

Jonathan Blake

Jonathan Blake

Jonathan Blake







A B C

WALSTROM, ISABELLA PMSCF OFFICE ASSISTANTN/A

$42,904 $0 $681 $0 $43,585





A B C

WANNIGMAN, MELISSA JEXEC ASSIST TO PRESIDENTN/A

$76,260 $0 $1,740 $0 $78,000





A B C

WARNER, JANELLE EXECUTIVE ASSISTANTN/A

$64,139 $0 $1,956 $0 $66,095





A B C

WESTORFF, GARY LDIRECTOR FIELD SERVICESN/A

$158,802 $0 $11,603 $5,687 $176,092





A B C

WIDI, ERIC GRAPHIC DESIGNERN/A

$51,960 $0 $255 $0 $52,215





A B C

WILLIAMS, CHRISTOPHER TPRESS SECRETARYN/A

$79,300 $0 $6,575 $0 $85,875





A B C

WINGE, STEVEN EFIELD STAFFN/A

$75,721 $0 $1,558 $1,733 $79,012





A B C

WINKELAAR, PAUL MEMB MOBILIZATION SPECN/A

$91,812 $0 $3,101 $0 $94,913





A B C

WINTER, JOANN FIELD STAFFN/A

$114,048 $0 $5,745 $0 $119,793

I Schedule 15

Representational Activities18 %


3 % Schedule 17

Contributions0 % Schedule 18

General Overhead22 % Schedule 19

Administration57 %

A B C

WOOD, RICHARD GFIELD STAFFN/A

$96,429 $0 $7,231 $0 $103,660





A B C

YOUNG, KEVIN WFIELD STAFFN/A

$26,040 $0 $6,526 $0 $32,566





TOTALS RECEIVED BY EMPLOYEES MAKINGLESS THAN $10000 $146,245 $0 $10,152 $0 $156,397

I Schedule 15 Representational Activities 4 % Schedule 16

Political Activities and Lobbying 44 % Schedule 17 Contributions 0 % Schedule 18


Total Employee Disbursements $11,828,797 $0 $571,171 $43,916 $12,443,884Less Deductions $4,443,127Net Disbursements $8,000,757Form LM-2 (Revised 2010)

SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 541-947

Jonathan Blake

Jonathan Blake

Jonathan Blake



Category of Membership (A)

Number (B)

Voting Eligibility (C)

Members (Total of all lines above) 84,429 Agency Fee Payers* 6,145Total Members/Fee Payers 90,574 *Agency Fee Payers are not considered members of the labor organization.

ACTIVE PROFESSIONAL 63,652 YesACTIVE ESP 6,863 YesRESERVE 87 NoSUBSTITUTE 301 NoSTUDENT 6,768 NoRETIRED 6,749 NoASSOCIATE 9 No


DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 541-947

SCHEDULE 14 OTHER RECEIPTS1. Named Payer Itemized Receipts $4,293,3942. Named Payer Non-itemized Receipts $497,6013. All Other Receipts $344,7964. Total Receipts $5,135,791

SCHEDULE 17 CONTRIBUTIONS, GIFTS & GRANTS1. Named Payee Itemized Disbursements $924,9462. Named Payee Non-itemized Disbursements $2,5613. To Officers $3,0544. To Employees $36,6535. All Other Disbursements $30,3206. Total Disbursements $997,534

SCHEDULE 15 REPRESENTATIONAL ACTIVITIES1. Named Payee Itemized Disbursements $623,9532. Named Payee Non-itemized Disbursements $84,3003. To Officers $39,5334. To Employees $1,587,2875. All Other Disbursements $268,901

6. Total Disbursements $2,603,974

SCHEDULE 18 GENERAL OVERHEAD1. Named Payee Itemized Disbursements $2,208,8352. Named Payee Non-itemized Disbursements $1,126,0693. To Officers $52,3034. To Employees $2,437,0065. All Other Disbursements $269,419

6. Total Disbursements $6,093,632SCHEDULE 16 POLITICAL ACTIVITIES AND LOBBYING

1. Named Payee Itemized Disbursements $1,233,1482. Named Payee Non-itemized Disbursements $13,9283. To Officers $19,1244. To Employees $837,9855. All Other Disbursements $71,8866. Total Disbursement $2,176,071

SCHEDULE 19 UNION ADMINISTRATION1. Named Payee Itemized Disbursements $1,905,1792. Named Payee Non-itemized Disbursements $181,3893. To Officers $493,3094. To Employees $7,544,9535. All Other Disbursements $335,1236. Total Disbursements $10,459,953


SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 541-947

Name and Address (A)

AFT GREAT LAKES REGIONAL OFFICE390500 OAKMONT LANEWESTMONTIL60559

Type or Classification (B)

LABOR UNION

Purpose (C)

Date (D)

Amount (E)

Total Itemized Transactions with this Payee/Payer $58,690Total Non-Itemized Transactions with this Payee/Payer $2,804Total of All Transactions with this Payee/Payer for This Schedule $61,494

AFFILIATE ORGANIZING PROGRAM 07/01/2013 $58,690


AMERICAN FEDERATION OFTEACHERS

555 NEW JERSEY AVENUE NWWASHINGTONDC20001


LABOR UNION

Purpose (C)

Date (D)

Amount (E)

LEGAL REIMBURSEMENT 09/07/2012 $103,892SOLIDARITY FUND PAYMENT 09/10/2012 $49,999ORGANIZATIONAL FORMULA ASSISTANCEPROGRAM 09/11/2012 $5,040

CONTRIBUTION TO CAMPAIGN 10/09/2012 $50,000SAPO GRANT PAYMENT 10/10/2012 $13,914ORGANIZATIONAL FORMULA ASSISTANCEPROGRAM 10/11/2012 $5,400

STATE REBATE 11/01/2012 $54,897ORGANIZATIONAL FORMULA ASSISTANCEPROGRAM 11/15/2012 $5,400

SOLIDARITY FUND PAYMENT 12/10/2012 $32,863ORGANIZATIONAL FORMULA ASSISTANCEPROGRAM 12/13/2012 $5,400

SAPO GRANT PAYMENT 12/19/2012 $13,984ORGANIZATIONAL FORMULA ASSISTANCEPROGRAM 01/11/2013 $5,400

ORGANIZATIONAL FORMULA ASSISTANCEPROGRAM 02/13/2013 $5,400

SOLIDARITY FUND PAYMENT 02/15/2013 $70,349ORGANIZATIONAL FORMULA ASSISTANCE 03/15/2013 $5,400




PROGRAM 03/15/2013 $5,400

SOLIDARITY FUND PAYMENT 03/25/2013 $66,202COMMUNITY OUTREACH PROGRAM 03/26/2013 $51,161ORGANIZATIONAL FORMULA ASSISTANCEPROGRAM 04/11/2013 $5,400

SAPO GRANT PAYMENT 04/11/2013 $13,914ORGANIZATIONAL FORMULA ASSISTANCEPROGRAM 05/14/2013 $5,400

SOLIDARITY FUND PAYMENT 06/04/2013 $50,428ORGANIZATIONAL FORMULA ASSISTANCEPROGRAM 06/14/2013 $5,400

ORGANIZATIONAL FORMULA ASSISTANCEPROGRAM 07/15/2013 $5,400SAPO GRANT PAYMENT 07/15/2013 $13,914ORGANIZATIONAL FORMULA ASSISTANCEPROGRAM 08/02/2013 $5,400


ANITA KERFELD

5653 HUGO ROADWHITE BEAR LAKEMN55110


RETIRED EMPLOYEE-HEALTHINSURANCE

Purpose (C)

Date (D)

Amount (E)

Total Itemized Transactions with this Payee/Payer Total Non-Itemized Transactions with this Payee/Payer $7,667Total of All Transactions with this Payee/Payer for This Schedule $7,667


ANOKA HENNEPIN EDUCATIONMINNESOTASUITE 3603200 MAIN ST NWCOON RAPIDSMN55448


LOCAL AFFILIATE

Purpose (C)

Date (D)

Amount (E)


PAYROLL 09/03/2012 $91,096PAYROLL 10/14/2012 $40,820PAYROLL 07/24/2013 $102,302


BARBARA SCHMIDT

1719 10TH AVE NMOORHEADMN56560



Purpose (C)

Date (D)

Amount (E)



BETHEL UNIVERSITY

3900 BETHEL DRIVEST PAULMN55112


UNIVERSITY

Purpose (C)

Date (D)

Amount (E)

Total Itemized Transactions with this Payee/Payer $0Total Non-Itemized Transactions with this Payee/Payer $11,167Total of All Transactions with this Payee/Payer for This Schedule $11,167


BROWN & BROWN INSURANCESUITE 210

7301 OHMS LANEMINNEAPOLISMN55439


INSURANCE CO

Purpose (C)

Date (D)

Amount (E)

Total Itemized Transactions with this Payee/Payer $7,337Total Non-Itemized Transactions with this Payee/Payer $0Total of All Transactions with this Payee/Payer for This Schedule $7,337

OVERPAYMENT REFUND 06/19/2013 $7,337


BURNSVILLE EDUCATION



BURNSVILLE EDUCATIONASSOCIATION

20911 JAMESTOWN AVENUELAKEVILLEMN55044


LOCAL AFFILIATE

Purpose (C)

Date (D)

Amount (E)


PAYROLL 09/20/2012 $14,676


CHRIS CARLIN

1083 REGENCY DRIVEWOODBURYMN55125



Purpose (C)

Date (D)

Amount (E)



DAKOTA COUNTY UNITED EDUCATORSSTE 1077373 W 147TH STAPPLE VALLEYMN55124


LOCAL AFFILIATE

Purpose (C)

Date (D)

Amount (E)



ECONOMIC SERVICES INC

41 SHERBURNE AVENUEST PAULMN55103


BENEFITS CORPORATION

Purpose (C)

Date (D)

Amount (E)


PAYROLL 09/28/2012 $32,582PAYROLL 09/28/2012 $30,917PAYROLL 09/28/2012 $48,799PAYROLL 01/18/2013 $36,407PAYROLL 01/18/2013 $37,494PAYROLL 01/18/2013 $35,935PAYROLL 02/22/2013 $34,562PAYROLL 03/15/2013 $35,186PRESIDENT'S APPRECIATION WEEKENDEXPENSES 03/22/2013 $29,755

PAYROLL 05/10/2013 $36,181PAYROLL 05/10/2013 $47,901PAYROLL 05/23/2013 $35,8692012-13 DATEBOOKS 06/06/2013 $18,915

2012-13 WALL CALENDARS 06/06/2013 $14,026PAYROLL 07/19/2013 $37,049PAYROLL 08/15/2013 $36,088EDUCATOR AD 09/07/2012 $7,155EDUCATOR AD 01/18/2013 $11,955


ED MN PROPERTIES INC



SUBSIDIARY

Purpose (C)

Date (D)

Amount (E)


PAYROLL 09/28/2012 $16,132PAYROLL 12/07/2012 $13,974PAYROLL 12/21/2012 $14,068PAYROLL 12/21/2012 $13,529PAYROLL 02/15/2013 $14,256PAYROLL 02/15/2013 $14,144PAYROLL 03/22/2013 $13,664PAYROLL 04/19/2013 $18,599PAYROLL 05/31/2013 $13,626PAYROLL 06/21/2013 $13,616PAYROLL 07/19/2013 $14,305PAYROLL 08/28/2013 $14,200


EDUCATION MINNESOTA PAC

41 SHERBURNE AVENUEST PAUL

Purpose (C)

Date (D)

Amount (E)

STAFF EXPENSES 10/12/2012 $75,000STAFF EXPENSES 12/21/2012 $100,000STAFF EXPENSES 03/22/2013 $75,000



ST PAULMN55103


POLITICAL ACTION COMMITTEE


STAFF EXPENSES 03/22/2013 $75,000PRINTING & POSTAGE 12/21/2012 $58,800PRINTING & POSTAGE 10/10/2012 $5,733


FOUNDATION



NON-PROFIT ORGANIZATION

Purpose (C)

Date (D)

Amount (E)


PAYROLL 12/07/2012 $5,370PAYROLL 01/11/2013 $5,262PAYROLL 01/24/2013 $11,157PAYROLL 04/26/2013 $6,643


HAMLINE UNIVERSITYSTE 1291536 HEWITT AVEST PAULMN55104


UNIVERSITY

Purpose (C)

Date (D)

Amount (E)



LEE JOHANSEN

2632 RIVIERA DR NWHITE BEAR LAKEMN55110



Purpose (C)

Date (D)

Amount (E)



MINNEAPOLIS FEDERATION OFTEACHERS

67 8TH AVE NEMINNEAPOLISMN55413


LOCAL AFFILIATE

Purpose (C)

Date (D)

Amount (E)



MINNESOTA HISTORICAL SOCIETY

345 KELLOGG BLVD WST PAULMN55102


HISTORICAL SOCIETY

Purpose (C)

Date (D)

Amount (E)



MOUNDSVIEW EDUCATIONASSOCIATIONSTE 110900 LONG LAKE ROADNEW BRIGHTONMN55112


LOCAL AFFILIATE

Purpose (C)

Date (D)

Amount (E)



NATIONAL EDUCATION ASSOCIATION

1201 16TH ST NWWASHINGTONDC

Purpose (C)

Date (D)

Amount (E)

ULSP REIMBURSEMENT 09/10/2012 $12,040UNISERV GRANT 09/14/2012 $403,313ULSP REIMBURSEMENT 10/04/2012 $18,425ULSP REIMBURSEMENT 11/09/2012 $7,984



DC20036


LABOR UNION

Total Itemized Transactions with this Payee/Payer $2,121,535Total Non-Itemized Transactions with this Payee/Payer $4,005Total of All Transactions with this Payee/Payer for This Schedule $2,125,540

ULSP REIMBURSEMENT 11/09/2012 $7,984RETIRED MEMBER ORGANIZING 12/06/2012 $5,000ULSP REIMBURSEMENT 12/10/2012 $24,629UNISERV GRANT 12/11/2012 $419,445ULSP REIMBURSEMENT 01/09/2013 $9,624ULSP REIMBURSEMENT 02/08/2013 $12,881ULSP REIMBURSEMENT 03/05/2013 $17,308UNISERV GRANT 03/13/2013 $403,313COMMUNITY OUTREACH 03/14/2013 $125,000COMMUNITY OUTREACH 03/21/2013 $51,161ULSP REIMBURSEMENT 04/05/2013 $20,541ULSP REIMBURSEMENT 05/06/2013 $10,127LEVERAGING LEADERSHIP IN EDUCATIONREFORM GRANT 05/09/2013 $53,333

ED MN MSEA LTP-SPECIAL PROJECTSORGANIZER 06/06/2013 $30,000

ULSP REIMBURSEMENT 06/07/2013 $16,013UNISERV GRANT 06/17/2013 $394,350UNISERV GRANT 06/17/2013 $16,133STUDENT MEMBERSHIP REBATE 06/26/2013 $25,884ULSP REIMBURSEMENT 07/11/2013 $33,796ULSP REIMBURSEMENT 08/08/2013 $11,235


PORTAGE MARKETING-MN CORNGROWERS

2653 JOPPA AVE SOUTHMINNEAPOLISMN55416


MARKETING CONSULTANTS

Purpose (C)

Date (D)

Amount (E)



ROCHESTER EDUCATIONASSOCIATIONSUITE A2778 COMMERCE DRIVE NWROCHESTERMN55901


LOCAL AFFILIATE

Purpose (C)

Date (D)

Amount (E)



ROSEVILLE EDUCATION MINNESOTA

3406 ALDER LNWOODBURYMN55129


LOCAL AFFILIATE

Purpose (C)

Date (D)

Amount (E)


PAYROLL 10/02/2012 $31,445


ST MARYS UNIVERSITY OF MINNESOTA

2500 PARK AVENUE

MINNEAPOLISMN55404


UNIVERSITY

Purpose (C)

Date (D)

Amount (E)

Total Itemized Transactions with this Payee/Payer $0

Total Non-Itemized Transactions with this Payee/Payer $7,475Total of All Transactions with this Payee/Payer for This Schedule $7,475


ST PAUL FEDERATION OF TEACHERSSUITE A400 SELBY AVENUEST PAULMN55102

Type or Classification

Purpose (C)

Date (D)

Amount (E)





LOCAL AFFILIATEName and Address

(A)STEPHANIE WOLKIN

1233 BIRCH POND TRLWHITE BEAR LAKEMN55110



Purpose (C)

Date (D)

Amount (E)



SUSAN VENTO

553 DEER RIDGE LANEMAPLEWOODMN55119



Purpose (C)

Date (D)

Amount (E)



THE HARTFORD14471

LEXINGTONKY40512


INSURANCE CO

Purpose (C)

Date (D)

Amount (E)



TRUSTONE FINANCIAL

14601 27TH AVE NPLYMOUTH

MN55447


CREDIT UNION

Purpose (C)

Date (D)

Amount (E)




UNITED EDUCATORS CREDIT UNION

11599 ROBINSON DR NWCOON RAPIDSMN55433


CREDIT UNION

Purpose (C)

Date (D)

Amount (E)



WHITE BEAR LAKE TEACHERSASSOCIATION

3542 OAK TERRACEWHITE BEAR LAKEMN55110


LOCAL AFFILIATE

Purpose (C)

Date (D)

Amount (E)


PAYROLL 09/11/2012 $43,146PAYROLL 06/25/2013 $43,463


XEROX CORPORATION

1303 RIDGEVIEW DRLEWISVILLETX75057


Purpose (C)

Date (D)

Amount (E)


OVERPAYMENT REFUND 01/08/2013 $5,073




COPIER SUPPLIESForm LM-2 (Revised 2010)

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 541-947


AMBASSADOR PRESS

1400 WASHINGTON AVE NMINNEAPOLISMN55411


PRINTING CO

Purpose (C)

Date (D)

Amount (E)


WALL CALENDARS 09/14/2012 $14,026SUMMER SEMINAR BOOKLETS 05/17/2013 $10,303CLASSROOM ESSENTIALS BOOKLETS 07/19/2013 $8,406DATE BOOKS 08/23/2013 $18,924


BARNETT BERRYSTE 207

605 W MAIN STCARRBORONC27510


PROFESSIONAL SERVICES

Purpose (C)

Date (D)

Amount (E)


COLLECTIVE BARGAINING CONF - SPEAKERSFEE

01/23/2013 $5,000


BLUE EARTH AREA EDUCATION ASSOC

1125 HWY 169 NBLUE EARTHMN56013


LOCAL AFFILIATE

Purpose (C)

Date (D)

Amount (E)


REFUND - DUES OVERPAYMENT 09/21/2012 $5,644


BROWN & BIGELOW1450NW 8554MINNEAPOLISMN55485


PUBLISHING CO

Purpose (C)

Date (D)

Amount (E)



COLLEGE OF ST BENEDICT

37 S COLLEGE AVEST JOSEPHMN56374


COLLEGE

Purpose (C)

Date (D)

Amount (E)


MEMBER AND STAFF EDUCATION - SUMMERSEMINAR 09/28/2012 $103,041


CUMMINS & CUMMINS

920 2ND AVE SOUTHMINNEAPOLISMN55402


LAW FIRM

Purpose (C)

Date (D)

Amount (E)


LEGAL ADVICE AND CONSULTATION 06/27/2013 $5,267LEGAL ADVICE AND CONSULTATION 08/09/2013 $10,625


DELTA AIRLINES

2700 LONE OAK PKWYEAGANMN55121

Purpose (C)

Date (D)

Amount (E)

Total Itemized Transactions with this Payee/Payer $7,630Total Non-Itemized Transactions with this Payee/Payer $10,652

AIRFARE 06/06/2013 $7,630



55121Type or Classification

(B)AIRLINES



DOUBLETREE BY HILTON

7800 NORMANDALE BLVDBLOOMINGTONMN55439


HOTEL

Purpose (C)

Date (D)

Amount (E)


COLLECTIVE BARGAINING CONFERENCE 03/01/2013 $55,894


ELK RIVER EDUCATION ASSOCIATION

6863 CO RD 101CORCORANMN55340


LOCAL AFFILIATE

Purpose (C)

Date (D)

Amount (E)




EMSP - MSU MOORHEAD

1216 E LOMMEN HALLMOORHEADMN56560


LOCAL AFFILIATE

Purpose (C)

Date (D)

Amount (E)



EMSP - WINONA STATE UNIVERSITY5838175 W MARK STWINONAMN55987


LOCAL AFFILIATE

Purpose (C)

Date (D)

Amount (E)



FOLEY UNITED EDUCATORS

5626 10TH ST SEST CLOUDMN56304


LOCAL AFFILIATE

Purpose (C)

Date (D)

Amount (E)




HENNING EDUCATION MINNESOTA

16529 ANCHORS BAY LNCLITHERALLMN56524


LOCAL AFFILIATE

Purpose (C)

Date (D)

Amount (E)




HOUSTON - RIVER VALLEY EDUCASSOC

4530 COUNTY 3BROWNSVILLEMN55919


Purpose (C)

Date (D)

Amount (E)





(B)LOCAL AFFILIATE


JEROD H PETERSON

310 FOURTH AVE SMINNEAPOLISMN55415


ATTORNEY

Purpose (C)

Date (D)

Amount (E)


LEGAL ADVICE AND CONSULTATION 12/07/2012 $6,678


JOE ROCCO

28617 E SHORE DRPENGILLYMN55775


ATTORNEY

Purpose (C)

Date (D)

Amount (E)


LEGAL ADVICE AND CONSULTATION 10/12/2012 $7,500


JOHN NICHOLS

1035 SHERMAN AVEMADISONWI53703


POLITICAL BLOGGER

Purpose (C)

Date (D)

Amount (E)


COLLECTIVE BARGAINING CONF - SPEAKERSFEE 01/23/2013 $5,000


MACGILLIS LAW PA

310 FOURTH AVE SMINNEAPOLISMN55415


LAW FIRM

Purpose (C)

Date (D)

Amount (E)


LEGAL ADVICE AND CONSULTATION 04/26/2013 $6,089LEGAL ADVICE AND CONSULTATION 08/01/2013 $9,386


MELROSE FEDERATION OF TEACHERS

279 MEADOWLARK LN SWMELROSEMN56352


LOCAL AFFILIATE

Purpose (C)

Date (D)

Amount (E)




MINNEAPOLIS AIRPORT MARRIOTT

2020 AMERICAN BLVD EBLOOMINGTONMN55425


HOTEL

Purpose (C)

Date (D)

Amount (E)


EDUCATION RESEARCH & DISSEMINATIONRETREAT 02/08/2013 $9,889


MINNESOTA STATE COLLEGE FACULTY

55 SHERBURNE AVEST PAULMN55103


LOCAL AFFILIATE

Purpose (C)

Date (D)

Amount (E)



Name and Address



(A)NATIONAL EDUCATION ASSOCIATION

1201 16TH ST NWWASHINGTONDC20036


LABOR UNION

Purpose (C)

Date (D)

Amount (E)


PROFESSIONAL LIABILITY INSURANCE 10/05/2012 $11,607EDUCATORS EMPLOYMENT LIABILITYINSURANCE 11/02/2012 $110,329


NEW ULM EDUCATION MN

1732 OAKWOOD AVENEW ULM

MN56073


LOCAL AFFILIATE

Purpose (C)

Date (D)

Amount (E)




NIKOLAI & MERSEREAU P.A.SUITE 820900 SECOND AVE SMINNEAPOLISMN55402


LAW FIRM

Purpose (C)

Date (D)

Amount (E)



OAK RIDGE CONFERENCE CENTER

1 OAK RIDGE DRCHASKAMN55318


CONFERENCE CENTER

Purpose (C)

Date (D)

Amount (E)


EDUCATION RESEARCH & DISSEMINATIONRETREAT 05/23/2013 $8,566


OMNI HOTEL AT CNN CENTER

100 CNN CENTERATLANTAGA30303


HOTEL

Purpose (C)

Date (D)

Amount (E)


NEA REPRESENTATIVE ASSEMBLY 08/16/2013 $6,636


PEQUOT LAKES EDUCATIONASSOCIATION

6119 WOODLAND RDBAXTERMN56425


LOCAL AFFILIATE

Purpose (C)

Date (D)

Amount (E)




ROBERT COOLEY

1102 82ND ST EINVER GROVE HEIGHTSMN55077



Purpose (C)

Date (D)

Amount (E)



SEVEN CORNERS PRINTING CO




1099 SNELLING AVE NST PAULMN55108


PRINTING CO

Purpose (C)

Date (D)

Amount (E)


CLASSROOM ESSENTIALS BOOKLETS 10/05/2012 $6,001


SIGNUP4SUITE 6253500 PIEDMONT RD NEATLANTAGA30305


EVENT MANAGEMENT SOFTWARE

Purpose (C)

Date (D)

Amount (E)


ONLINE ANNUAL REGISTRATION SYSTEMLICENSE 11/02/2012 $7,500


SPEE DEE DELIVERY SERVICE1417

ST CLOUDMN56302


DELIVERY SERVICES

Purpose (C)

Date (D)

Amount (E)



THE FELDMAN GROUP

508-510 8TH ST SEWASHINGTONDC20003


CONSULTING SERVICES

Purpose (C)

Date (D)

Amount (E)


SURVEY 01/10/2013 $11,020SURVEY 02/22/2013 $11,428SURVEY 04/01/2013 $22,783


THORWALDSEN & MALMSTROM,P.L.L.P.15991105 HWY 10 EDETROIT LAKESMN56502


LAW FIRM

Purpose (C)

Date (D)

Amount (E)



TRI-CITY UNITED

865 W DERRYNANE STLE CENTERMN56057


LOCAL AFFILIATE

Purpose (C)

Date (D)

Amount (E)




SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 541-947


AFL CIO

175 AURORA AVEST PAULMN55103


STATE AFFILIATE

Purpose (C)

Date (D)

Amount (E)


COALITION SUPPORT 05/31/2013 $25,000



STATE AFFILIATEName and Address

(A)ALLIANCE FOR A BETTER MINNESOTA

1600 UNIVERSITY AVE WST PAULMN55104


ADVOCACY AND COMM ORG

Purpose (C)

Date (D)

Amount (E)


POLLING AND RESEARCH 01/18/2013 $6,000


EDUCATION MINNESOTA PAC




Purpose (C)

Date (D)

Amount (E)


POLITICAL EXPENSES 10/12/2012 $15,000POLITICAL EXPENSES 10/12/2012 $60,000POLITICAL EXPENSES 10/12/2012 $50,000


MINNESOTA 2020SUITE 2042324 UNIVERSITY AVE WST PAULMN55114


RESEARCH THINK TANK

Purpose (C)

Date (D)

Amount (E)


TAX POLICY RESEARCH 03/28/2013 $25,000


ROBERT COOLEY

1102 82ND ST EINVER GROVE HEIGHTSMN55077



Purpose (C)

Date (D)

Amount (E)


STATEWIDE HEALTH INSURANCECONSULTANT 01/10/2013 $5,000

STATEWIDE HEALTH INSURANCECONSULTANT 02/08/2013 $5,123


TAKE ACTION MINNESOTASUITE 100705 RAYMOND AVEST PAULMN55114


ADVOCACY AND COMM ORG

Purpose (C)

Date (D)

Amount (E)


ANNUAL DINNER 12/07/2012 $10,000


WESTMORELAND FLINTSUITE 51411 EAST SUPERIOR STDULUTHMN55802


COMMUNICATIONS FIRM

Purpose (C)

Date (D)

Amount (E)

Total Itemized Transactions with this Payee/Payer $1,032,025Total Non-Itemized Transactions with this Payee/Payer $5,010Total of All Transactions with this Payee/Payer for This Schedule $1,037,035

ADVERTISING 11/09/2012 $247,458ADVERTISING 11/21/2012 $12,291ADVERTISING 01/04/2013 $11,912ADVERTISING 02/22/2013 $65,980ADVERTISING 03/22/2013 $134,764AGENCY SERVICES 04/26/2013 $330,852ADVERTISING 05/17/2013 $30,386ADVERTISING 06/21/2013 $198,382


SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 541-947


AMERICAN FEDERATION OFTEACHERS

555 NEW JERSEY AVEWASHINGTONDC

Purpose (C)

Date (D)

Amount (E)

Total Itemized Transactions with this Payee/Payer $15,000

HURRICANE SANDY DONATION 11/06/2012 $10,000DISASTER RELIEF FUND 06/06/2013 $5,000



DC20001


LABOR UNION

Total Non-Itemized Transactions with this Payee/Payer $0Total of All Transactions with this Payee/Payer for This Schedule $15,000


GIVENS FOUNDATION FOR AFRICANAMERICAN LITERATURE

7151 YORK AVE SMINNEAPOLISMN55435


FOUNDATION

Purpose (C)

Date (D)

Amount (E)


GOLF SPONSORSHIP 08/29/2013 $5,000


GREAT LAKES CENTER1263

EAST LANSINGMI48826


EDUC RESEARCH & PRACTICE

Purpose (C)

Date (D)

Amount (E)


MEMBER STATE CONTRIBUTION 12/14/2012 $10,000





LOCAL AFFILIATE

Purpose (C)

Date (D)

Amount (E)


AFFILIATE GRANTS 11/09/2012 $19,417AFFILIATE GRANTS 12/07/2012 $37,252AFFILIATE GRANTS 01/04/2013 $38,878AFFILIATE GRANTS 01/31/2013 $38,617AFFILIATE GRANTS 03/08/2013 $37,308AFFILIATE GRANTS 04/04/2013 $40,178AFFILIATE GRANTS 05/03/2013 $38,209AFFILIATE GRANTS 06/06/2013 $37,492AFFILIATE GRANTS 07/03/2013 $37,926AFFILIATE GRANTS 08/01/2013 $36,864


MN AFL-CIO

175 AURORA AVEST PAULMN55103


LOCAL AFFILIATE

Purpose (C)

Date (D)

Amount (E)


CONTRIBUTION - BCTGM SUGAR WORKERSUNION 12/10/2012 $10,000

CONTRIBUTION - LABOR PAVILION 03/28/2013 $10,000


NATIONAL EDUCATION ASSOCIATIONSUITE 2161201 16TH ST NWWASHINGTONDC20036


LABOR UNION

Purpose (C)

Date (D)

Amount (E)


HURRICANE SANDY CONTRIBUTION 11/06/2012 $10,000


NEIGHBORHOODS ORGANIZING FORCHANGE

911 W BROADWAY AVEMINNEAPOLISMN55411


NON-PROFIT ORGANIZATION

Purpose (C)

Date (D)

Amount (E)


COMMUNITY ENGAGEMENT - YOUTH EQUITYFORUMS 08/16/2013 $20,000


OKLAHOMA EDUCATION ASSOCIATION18485

Purpose Date Amount



18485323 EAST MADISONOKLAHOMA CITYOK73154


STATE AFFILIATE

Purpose (C)

Date (D)

Amount (E)


TORNADO RELIEF FUND 06/06/2013 $5,000


ROBBINSDALE FEDERATION OFTEACHERSSTE 1002960 WINNETKA AVE NCRYSTALMN55427


LOCAL AFFILIATE

Purpose (C)

Date (D)

Amount (E)


AFFILIATE GRANTS 11/09/2012 $9,867AFFILIATE GRANTS 12/14/2012 $9,906AFFILIATE GRANTS 01/18/2013 $9,843AFFILIATE GRANTS 01/23/2013 $10,237AFFILIATE GRANTS 03/08/2013 $10,421AFFILIATE GRANTS 03/28/2013 $10,414AFFILIATE GRANTS 04/26/2013 $9,478AFFILIATE GRANTS 06/06/2013 $9,768AFFILIATE GRANTS 07/03/2013 $10,140


ST PAUL FEDERATION OF TEACHERSSUITE A400 SELBY AVEST PAULMN55102


LOCAL AFFILIATE

Purpose (C)

Date (D)

Amount (E)


AFFILIATE GRANTS 10/26/2012 $37,694AFFILIATE GRANTS 11/21/2012 $37,636AFFILIATE GRANTS 12/21/2012 $36,004AFFILIATE GRANTS 01/18/2013 $37,098AFFILIATE GRANTS 03/08/2013 $76,123AFFILIATE GRANTS 03/28/2013 $38,719AFFILIATE GRANTS 05/17/2013 $75,423AFFILIATE GRANTS 06/21/2013 $39,034


STATE RESIDENTIAL SCHOOLSEDUCATION ASSOCIATION

706 E CHANNING AVEFERGUS FALLSMN56537


LOCAL AFFILIATE

Purpose (C)

Date (D)

Amount (E)


AFFILIATE GRANTS 09/14/2012 $5,000AFFILIATE GRANTS 01/10/2013 $5,000


SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 541-947


451 ST GERMAIN LLC6009

ST CLOUDMN56302


PROPERTY MANAGEMENT CO

Purpose (C)

Date (D)

Amount (E)



ACCOUNTEMPS743295

LOS ANGELESCA90074


EMPLOYMENT AGENCY

Purpose (C)

Date (D)

Amount (E)



ACCURATE MAILING INC

1928 WEST COUNTY ROAD CROSEVILLEMN

Purpose (C)

Date (D)

Amount (E)

Total Itemized Transactions with this Payee/Payer $0Total Non-Itemized Transactions with this Payee/Payer $7,105



MN55113


MAIL HOUSE



ADP INC842875

BOSTONMA02284


PAYROLL PROCESSING

Purpose (C)

Date (D)

Amount (E)



ALERUS INVESTMENT ADVISORS6001

GRAND FORKSND58206


INVESTMENT ADVISORS

Purpose (C)

Date (D)

Amount (E)



AMBASSADOR PRESS

1400 WASHINGTON AVE NMINNEAPOLISMN55411


PRINTING SERVICES

Purpose (C)

Date (D)

Amount (E)


RETIREE NEWSLETTER 12/21/2012 $16,643MEMBERSHIP CARDS 02/14/2013 $14,311PRINTING 08/23/2013 $19,392


AMERICAN BANK

1578 UNIVERSITY AVEST PAULMN55104


BANK

Purpose (C)

Date (D)

Amount (E)



ANCHOR PAPER COMPANY

480 BROADWAY STST PAULMN55101


PAPER SUPPLIES

Purpose (C)

Date (D)

Amount (E)


OFFICE SUPPLIES 09/28/2012 $5,549OFFICE SUPPLIES 03/22/2013 $7,960OFFICE SUPPLIES 08/23/2013 $7,136


ANOKA HENNEPIN EDUCATIONMINNESOTASUITE 3603200 MAIN ST NWCOON RAPIDSMN55448


LOCAL AFFILIATE

Purpose (C)

Date (D)

Amount (E)


PAYROLL OVERPAYMENT 12/14/2012 $9,719


AT&T MOBILITY6463

CAROL STREAMIL60197


Purpose (C)

Date (D)

Amount (E)

TELEPHONE BILL 09/28/2012 $6,699TELEPHONE BILL 10/26/2012 $6,670TELEPHONE BILL 01/04/2013 $8,268TELEPHONE BILL 01/23/2013 $5,046TELEPHONE BILL 03/01/2013 $6,389TELEPHONE BILL 03/22/2013 $6,427TELEPHONE BILL 04/19/2013 $6,368




COMMUNICATIONS COMPANY


TELEPHONE BILL 04/19/2013 $6,368TELEPHONE BILL 05/23/2013 $6,633TELEPHONE BILL 07/12/2013 $7,205TELEPHONE BILL 07/26/2013 $7,010

TELEPHONE BILL 08/23/2013 $6,264


AUDIO VIDEO ELECTRONICSSUITE 12410900 73RD AVE NMAPLE GROVEMN55369


SOUND & VIDEO SYSTEMS

Purpose (C)

Date (D)

Amount (E)


SERVICE AGREEMENT 07/03/2013 $5,130


BRANDALEX PROPERTIES LLC

1675 CENTER AVE WDILWORTHMN56529



Purpose (C)

Date (D)

Amount (E)



BROWN & BROWN INSURANCESUITE 2107301 OHMS LNMINNEAPOLISMN55439


INSURANCE CO

Purpose (C)

Date (D)

Amount (E)


BUSINESS INSURANCE 09/14/2012 $6,000BUSINESS INSURANCE 11/30/2012 $16,356BUSINESS INSURANCE 06/06/2013 $7,337


CDW GOVERNMENT INCSUITE 151575 REMITTANCE DRCHICAGOIL60675


TECHNOLOGY SOLUTIONS CO

Purpose (C)

Date (D)

Amount (E)



CENTURYLINK91154

SEATTLEWA98111


TELEPHONE SERVICES

Purpose (C)

Date (D)

Amount (E)



CENTURYLINK52187BUSINESS SERVICESPHOENIXAZ85072


TELEPHONE SERVICES

Purpose (C)

Date (D)

Amount (E)


TELEPHONE BILL 07/12/2013 $10,000


CHASE PRINTING CO INC

411 BROADWAY STST PAUL

Purpose (C)

Date (D)

Amount (E)

Total Itemized Transactions with this Payee/Payer $5,323PRINTING 10/26/2012 $5,323



ST PAULMN55101


PRINTING CO



CLIFTONLARSONALLEN LLPSUITE 300220 SOUTH 6TH STMINNEAPOLISMN55402



Purpose (C)

Date (D)

Amount (E)



COMCAST34744

SEATTLEWA98124



Purpose (C)

Date (D)

Amount (E)



DAMON CENTER LLC307

CHARLES CITYIA50616



Purpose (C)

Date (D)

Amount (E)



DELL MARKETING LP802816C/O DELL USA L.P.CHICAGOIL60680


COMPUTERS AND ACCESSORIES

Purpose (C)

Date (D)

Amount (E)






HOTEL

Purpose (C)

Date (D)

Amount (E)



DULUTH TRA

625 E CENTRAL ENTRANCEDULUTHMN55811



Purpose (C)

Date (D)

Amount (E)


RENT 09/01/2012 $7,050RENT 10/01/2012 $7,050RENT 11/01/2012 $7,050RENT 12/01/2012 $7,050RENT 01/03/2013 $7,021RENT 02/01/2013 $7,021RENT 03/01/2013 $7,021RENT 04/01/2013 $7,021RENT 05/01/2013 $7,021RENT 06/01/2013 $7,021RENT 07/01/2013 $7,021RENT 08/01/2013 $7,021


EAGLE II REALTY LLC



EAGLE II REALTY LLC

14577 COLLECTIONS CTR DRCHICAGOIL60693



Purpose (C)

Date (D)

Amount (E)



EM PAC




Purpose (C)

Date (D)

Amount (E)


STAFF EXPENSES 09/14/2012 $50,000STAFF EXPENSES 11/02/2012 $75,000STAFF EXPENSES 12/21/2012 $100,000STAFF EXPENSES 03/28/2013 $75,000EXPENSE REIMBURSEMENT FOR RESEARCHCOSTS 04/19/2013 $23,478


EM PROPERTIES INC



SUBSIDIARY

Purpose (C)

Date (D)

Amount (E)


RENT 09/21/2012 $5,295RENT 09/30/2012 $65,789RENT 10/05/2012 $67,104RENT 10/12/2012 $5,295RENT 11/05/2012 $67,104RENT 11/16/2012 $5,295RENT 12/20/2012 $67,104RENT 12/21/2012 $5,295RENT 01/11/2013 $67,104RENT 01/18/2013 $5,295RENT 02/14/2013 $67,104RENT 02/14/2013 $5,295RENT 03/07/2013 $67,104RENT 03/22/2013 $5,295RENT 04/12/2013 $5,295RENT 04/15/2013 $67,104RENT 05/09/2013 $67,104RENT 05/10/2013 $5,295RENT 06/05/2013 $67,104RENT 06/06/2013 $5,295RENT 07/09/2013 $67,104RENT 07/12/2013 $5,295RENT 08/05/2013 $67,104RENT 08/09/2013 $5,295


FENSTRA REAL ESTATESTE 2102800 1ST ST SWILLMARMN56201



Purpose (C)

Date (D)

Amount (E)



GREAT RIVER OFFICE PRODUCTS

115 SOUTH WABASHA STST PAULMN55107


OFFICE SUPPLIES

Purpose (C)

Date (D)

Amount (E)


OFFICE SUPPLIES 10/19/2012 $5,227OFFICE SUPPLIES 11/21/2012 $6,229OFFICE SUPPLIES 01/31/2013 $5,348OFFICE SUPPLIES 02/22/2013 $5,679OFFICE SUPPLIES 05/10/2013 $11,723OFFICE SUPPLIES 05/23/2013 $6,402


HIGH MONKEY CONSULTING

2120 W CO RD CROSEVILLE

MN55113

Purpose (C)

Date (D)

Amount (E)


WEB REDESIGN 08/23/2013 $7,993




(B)TECHNOLOGY CONSULTING CO

Total of All Transactions with this Payee/Payer for This Schedule $13,978


HOWARD VENTURES LLCSUITE 1567373 W 147TH STAPPLE VALLEYMN55124



Purpose (C)

Date (D)

Amount (E)



INTEREUM INC

845 BERKSHIRE LN NPLYMOUTHMN55441


OFFICE FURNITURE & EQUIPMENT CO

Purpose (C)

Date (D)

Amount (E)


OFFICE RELOCATION SERVICES 06/21/2013 $18,749


JNJ PROPERTIES LLC

58 10TH AVE SWAITE PARKMN56387



Purpose (C)

Date (D)

Amount (E)



JOBSINMINNEAPOLIS.COM

23811 NETWORK PLACECHICAGOIL60673


EXPERT RECRUITING CO

Purpose (C)

Date (D)

Amount (E)



LINDASY CAN AM

3450 COUNTY RD 101MINNETONKAMN55345



Purpose (C)

Date (D)

Amount (E)



RENT 10/01/2012 $5,144RENT 05/01/2013 $5,209RENT 06/01/2013 $5,209RENT 07/01/2013 $5,209RENT 08/01/2013 $5,209


MAIL FINANCE

25881 NETWORK PLACECHICAGOIL60673


LEASING CO

Purpose (C)

Date (D)

Amount (E)



MARCO INC1450NW 7128MINNEAPOLISMN55485


COPIER SERVICES

Purpose (C)

Date (D)

Amount (E)


CONTRACT CHARGES 08/23/2013 $5,052



COPIER SERVICESName and Address

(A)MARCO INC660831

DALLASTX75266


COPIER SERVICES

Purpose (C)

Date (D)

Amount (E)






HOTEL

Purpose (C)

Date (D)

Amount (E)


PRESIDENTS APPRECIATION 03/22/2013 $29,755


MINNESOTA DEPARTMENT OFREVENUE64622

ST PAULMN55164


DEPARTMENT OF REVENUE

Purpose (C)

Date (D)

Amount (E)


MINNESOTA SALES & USE TAX 02/14/2013 $8,613

Name and Address

(A)MOTG5997DEPT 20-7005CAROL STREAMIL60197


COPIER SUPPLY CO

Purpose

(C)

Date

(D)

Amount

(E)


PRINTING CHARGES 12/14/2012 $40,544

PRINTING CHARGES 01/18/2013 $6,711PRINTING CHARGES 04/04/2013 $8,197PRINTING CHARGES 05/17/2013 $14,413PRINTING CHARGES 06/21/2013 $10,022PRINTING CHARGES 07/12/2013 $8,396





LABOR UNION

Purpose (C)

Date (D)

Amount (E)


SOFTWARE LICENSES 04/04/2013 $36,175


NAVAHO BUILDING MANKATOSUITE 304710 E 24TH STMINNEAPOLISMN55404



Purpose (C)

Date (D)

Amount (E)



OFFICE DEPOT88040

CHICAGOIL60680


OFFICE SUPPLIES

Purpose (C)

Date (D)

Amount (E)


Name and Address




PENSION BENEFIT GUARANTEE CORP(PBGC)151750

ALEXANDRIAVA22315


INSURANCE CO

Purpose (C)

Date (D)

Amount (E)


PENSION INSURANCE 03/27/2013 $11,200


PIONEER PRESS - TWINCITIES.COM

345 CEDAR STST PAULMN55101


NEWSPAPER CO

Purpose (C)

Date (D)

Amount (E)


JOB POSTINGS 10/19/2012 $6,138


POLITICS IN MINNESOTA86SDS-12-2632MINNEAPOLISMN55486


PUBLIC AFFAIRS NEWS

Purpose (C)

Date (D)

Amount (E)


CAPITAL REPORTS 11/21/2012 $7,692


PROSTAFF7780918091 SOLUTIONS CENTERCHICAGOIL60677


EMPLOYMENT AGENCY

Purpose (C)

Date (D)

Amount (E)



RETIREMENT PLAN ACTUARIES, INC

9881 DEERBROOK DRIVECHANHASSENMN55317


ACTUARIAL SERVICES

Purpose (C)

Date (D)

Amount (E)


ACTUARIAL SERVICES 02/19/2013 $7,790


ROBERT HALF MANAGEMENTRESOURCES743295

LOS ANGELESCA90074


EMPLOYMENT AGENCY

Purpose (C)

Date (D)

Amount (E)


PROFESSIONAL SERVICES 01/31/2013 $5,423PROFESSIONAL SERVICES 04/19/2013 $8,091


SAINTS COMMERCIAL FOOD SERVICE

3243 SNELLING AVE S

MINNEAPOLISMN55406


COMMERCIAL FOOD SERVICE

Purpose (C)

Date (D)

Amount (E)


Name and Address







PRINTING CO

Purpose (C)

Date (D)

Amount (E)



SK PROPERTIES

1550 WILLMAR AVE SEWILLMARMN56201



Purpose (C)

Date (D)

Amount (E)



SPEE DEE DELIVERY SERVICE1417

ST CLOUDMN56302


DELIVERY SERVICES

Purpose (C)

Date (D)

Amount (E)


DELIVERY SERVICES 10/10/2012 $9,442


STANTON PROPERTIESSUITE 3003200 MAIN ST NWCOON RAPIDSMN55448



Purpose (C)

Date (D)

Amount (E)



STAR TRIBUNE790445

ST LOUISMO63179


NEWSPAPER CO

Purpose (C)

Date (D)

Amount (E)



THE HARTFORD660916

DALLASTX75266


INSURANCE CO

Purpose (C)

Date (D)

Amount (E)


WORKERS COMPENSATION INSURANCE 09/21/2012 $51,627WORKERS COMPENSATION INSURANCE 11/21/2012 $6,698


TRAVELERS660317

DALLASTX75266


INSURANCE CO

Purpose (C)

Date (D)

Amount (E)


GENERAL LIABILITY INSURANCE PREMIUMS 10/26/2012 $83,169


TURNER ENTERPRISESPurpose Date Amount



1711 E 13TH STHIBBINGMN55746



Purpose (C)

Date (D)

Amount (E)



TWC PROPERTIES

1550 WILLMAR AVE SEWILLMARMN56201



Purpose (C)

Date (D)

Amount (E)



ULINE

2200 S LAKESIDE DRWAUKEGANIL60085


PACKAGING SUPPLIES

Purpose (C)

Date (D)

Amount (E)



UNION HOUSE INC

26796 FELTON AVEWYOMINGMN55092


RETAIL UNION SUPPLY

Purpose (C)

Date (D)

Amount (E)


SUPPLIES 03/08/2013 $6,872


UNITED STATES POSTAL SERVICEBUSINESS REPLY40 ARLINGTON AVE EST PAULMN55117


POSTAL SERVICE

Purpose (C)

Date (D)

Amount (E)


POSTAGE 09/06/2012 $10,000


UNITED STATES POSTAL SERVICE575CMRS-POCCAROL STREAMIL60132


POSTAL SERVICE

Purpose (C)

Date (D)

Amount (E)


POSTAGE 09/17/2012 $25,000POSTAGE 02/04/2013 $25,000


UNITED STATES POSTAL SERVICE645015BMEU PERMIT 582ST PAULMN55164


POSTAL SERVICE

Purpose (C)

Date (D)

Amount (E)


POSTAGE 10/29/2012 $20,000POSTAGE 10/30/2012 $75,000


USPS DISBURSING OFFICER21666

EAGANMN

Purpose (C)

Date (D)

Amount (E)




MN55121


POSTAL SERVICE



VERIZON BUSINESS

371355

PITTSBURGHPA15250



Purpose (C)

Date (D)

Amount (E)


NETWORK SUPPORT SERVICES 09/21/2012 $10,280

NETWORK SUPPORT SERVICES 10/19/2012 $10,365NETWORK SUPPORT SERVICES 12/21/2012 $20,730NETWORK SUPPORT SERVICES 01/18/2013 $10,297NETWORK SUPPORT SERVICES 02/14/2013 $10,297NETWORK SUPPORT SERVICES 04/12/2013 $10,297NETWORK SUPPORT SERVICES 04/19/2013 $10,268NETWORK SUPPORT SERVICES 05/17/2013 $10,199NETWORK SUPPORT SERVICES 07/03/2013 $10,292


VERNDALESUITE 30028 DAMRELL STBOSTONMA02127


WEB DESIGN COMPANY

Purpose (C)

Date (D)

Amount (E)



VIVID PRINT SOLUTIONS

285 FLORIDA STST PAULMN55107


PRINTING CO

Purpose (C)

Date (D)

Amount (E)



WHELAN PROPERTIES INC1158

BEMIDJIMN56619



Purpose (C)

Date (D)

Amount (E)



XCEL ENERGY9477

MINNEAPOLISMN55484


ENERGY PROVIDER

Purpose (C)

Date (D)

Amount (E)



XEROX CORPORATION

827598

PHILADELPHIAPA19182


COPIER SUPPLIES

Purpose (C)

Date (D)

Amount (E)




XEROX FINANCIAL SERVICES202882

Purpose (C)

Date (D)

Amount (E)

LEASE PAYMENTS 04/12/2013 $6,306



DALLASTX75320


FINANCIAL SERVICES


LEASE PAYMENTS 04/12/2013 $6,306


SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 541-947


AMERICAN PROGRAM BUREAUSUITE 225313 WASHINGTON STNEWTONMA02458


SPEAKERS BUREAU

Purpose (C)

Date (D)

Amount (E)


PROFESSIONAL CONFERENCE - SPEAKERSFEE 09/21/2012 $8,000


BOB PIKE GROUP

14530 MARTIN DREDEN PRAIRIEMN55344


TRAINER TRAINING

Purpose (C)

Date (D)

Amount (E)


ART OF FACILITATION TRAINING 07/03/2013 $7,005


BREDE EXPOSITION SERVICES

2211 BROADWAY ST NEMINNEAPOLISMN55413


CONFERENCE SERVICES

Purpose (C)

Date (D)

Amount (E)


PROFESSIONAL CONFERENCE - EVENTMANAGEMENT 11/16/2012 $5,386

PROFESSIONAL CONFERENCE - EVENTMANAGEMENT 11/30/2012 $15,751

REPRESENTATIVE CONVENTION - EVENTMANAGEMENT 06/01/2013 $6,532


BROWN & BIGELOW1450NW 8554MINNEAPOLISMN55413


PUBLISHING CO

Purpose (C)

Date (D)

Amount (E)


REPRESENTATIVE CONVENTION - SUPPLIES 05/17/2013 $5,315TEACHER OF THE YEAR AWARDS 06/21/2013 $7,337


CHHY PRODUCTIONS

17707 FIREBIRD PATHFARMINGTONMN55024


CONFERENCE SERVICES

Purpose (C)

Date (D)

Amount (E)


REPRESENTATIVE CONVENTION -AUDIOVISUAL 05/17/2013 $29,492


CONNECTIVE LEARNING LLC

135 MAIN STFLEMINGTONNJ08822



Purpose (C)

Date (D)

Amount (E)




CROWNE PLAZA HOTELPurpose

(C)Date (D)

Amount (E)

GOVERNING BOARD MEETING 12/21/2012 $6,653



11 E KELLOGG BLVDST PAULMN55101


HOTEL


GOVERNING BOARD MEETING 12/21/2012 $6,653GOVERNING BOARD MEETING 01/23/2013 $11,040GOVERNING BOARD MEETING 02/14/2013 $5,335GOVERNING BOARD MEETING 04/04/2013 $7,531


DAYTOURS & CREATIVE EVENTS INC

4159 SHIRLEE LN SSHOREVIEWMN55126


EVENT SERVICES

Purpose (C)

Date (D)

Amount (E)


PROFESSIONAL CONFERENCE - SHUTTLES 10/05/2012 $9,588


DELTA AIRLINES

2700 LONE OAK PKWYEAGANMN55121


AIRLINES

Purpose (C)

Date (D)

Amount (E)


AIRFARE 05/10/2013 $17,411AIRFARE 06/06/2013 $7,946

AIRFARE 07/26/2013 $21,674





HOTEL

Purpose (C)

Date (D)

Amount (E)


STANDING COMMITTEE MEETING 10/05/2012 $10,519GOVERNING BOARD MEETING 10/19/2012 $14,483REPRESENTATIVE CONVENTION 06/03/2013 $77,246


DR. ROZ CARROL

2500 EDGCUMBE RD #201ST PAULMN55116


PROFESSIONAL CONSULTATION

Purpose (C)

Date (D)

Amount (E)


GOVERNING BOARD TRAINING 12/13/2012 $5,000GOVERNING BOARD TRAINING 03/22/2013 $5,000


ECONOMIC SERVICES INC



BENEFITS CORPORATION

Purpose (C)

Date (D)

Amount (E)


PROFESSIONAL CONFERENCE 11/16/2012 $12,486


EMBASSY SUITES

175 EAST 10TH STST PAULMN55101


HOTEL

Purpose (C)

Date (D)

Amount (E)


STUDENT CONFERENCE 01/04/2013 $8,428


FAIRMONT EDUCATION MINNESOTA

811 ALBION AVEFAIRMONTMN

Purpose (C)

Date (D)

Amount (E)


LOCAL AD SUBSIDY 11/09/2012 $5,094



MN56031


(B)LOCAL AFFILIATE



HARRINGTON LANGER & ASSOCIATES

563 PHALEN BLVDST PAULMN55130



Purpose (C)

Date (D)

Amount (E)


ANNUAL AUDIT 11/16/2012 $12,525ANNUAL AUDIT 12/21/2012 $5,775


HOLIDAY INNRIVERCENTRE175 W 7TH STST PAULMN55102


HOTEL

Purpose (C)

Date (D)

Amount (E)



KELLY HANNAFORD & BATTLES PA900 BAKER BLDG706 2ND AVE SMINNEAPOLISMN55402


LAW FIRM

Purpose (C)

Date (D)

Amount (E)


PENSION PLAN ADVICE AND CONSULTATION 09/21/2012 $16,715PENSION PLAN ADVICE AND CONSULTATION 03/28/2013 $10,145


LAVINSUITE 11071123 BROADWAYNEW YORKNY10010


SPEAKERS BUREAU

Purpose (C)

Date (D)

Amount (E)





MARCO INC1450NW 7128MINNEAPOLISMN55485


COPIER SERVICES

Purpose (C)

Date (D)

Amount (E)



MARRIOTT WARDMAN PARK HOTEL

2660 WOODLEY RD NWWASHINGTONDC20008


HOTEL

Purpose (C)

Date (D)

Amount (E)


AFT QUEST CONFERENCE 07/31/2013 $5,605


MHC CULINARY GROUPSTE 503175 W KELLOGG BLVDST PAULMN55102


Purpose (C)

Date (D)

Amount (E)




CATERERSName and Address

(A)MILLER O'BRIEN CUMMINS PLLPSUITE 2400120 SOUTH 6TH STMINNEAPOLISMN55402


LAW FIRM

Purpose (C)

Date (D)

Amount (E)


PROFESSIONAL SERVICES 09/14/2012 $11,153


MILLER O'BRIEN JENSEN, PASUITE 2400120 SOUTH 6TH STMINNEAPOLISMN55402


LAW FIRM

Purpose (C)

Date (D)

Amount (E)


PROFESSIONAL SERVICES 03/08/2013 $10,794PROFESSIONAL SERVICES 03/28/2013 $5,583





HOTEL

Purpose (C)

Date (D)

Amount (E)


STANDING COMMITTEE MEETING 01/18/2013 $17,382PRESIDENT'S APPRECIATION WEEKEND 03/22/2013 $40,808ANNUAL ALL STAFF MEETING 06/06/2013 $21,897





LOCAL AFFILIATE

Purpose (C)

Date (D)

Amount (E)


SERVICE AGREEMENT 04/26/2013 $35,000


MINNEAPOLIS MARRIOTT NORTHWEST

7025 NORTHLAND DRIVE NBROOKLYN PARKMN55428


HOTEL

Purpose (C)

Date (D)

Amount (E)


2013 TEACHER OF THE YEAR 06/14/2013 $24,424


MINNESOTA CONTINUING LEGALEDUCATION160-S2550 UNIVERSITY AVE WST PAULMN55114


CLIPPING BUREAU

Purpose (C)

Date (D)

Amount (E)


ANNUAL SCHOOL LAW CONFERENCE 11/09/2012 $8,100


MINNESOTA STATE FAIR



STATE FAIR

Purpose (C)

Date (D)

Amount (E)


Name and Address







LABOR UNION

Purpose (C)

Date (D)

Amount (E)


NCSEA MEMBERSHIP DUES 02/08/2013 $10,186


NEIGHBORHOOD HOUSE

179 E ROBIE STST PAULMN


(B)COMMUNITY BUILDING

Purpose (C)

Date (D)

Amount (E)




NORTHLAND BINDER PRODUCTS INC

11600 95TH AVE NMAPLE GROVEMN55369


BINDER MANUFACTURERS

Purpose (C)

Date (D)

Amount (E)


REPRESENTATIVE CONVENTION MATERIALBINDERS 04/26/2013 $10,272


OMNI HOTEL AT CNN CENTER

100 CNN CENTERATLANTAGA30303


HOTEL

Purpose (C)

Date (D)

Amount (E)


NEA REPRESENTATIVE ASSEMBLY 05/23/2013 $26,670NEA REPRESENTATIVE ASSEMBLY 06/14/2013 $6,434NEA REPRESENTATIVE ASSEMBLY 08/16/2013 $56,370


POLITICS IN MINNESOTASTE 100730 SECOND AVE SMINNEAPOLISMN55402


PUBLIC AFFAIRS NEWS

Purpose (C)

Date (D)

Amount (E)


ADVERTISEMENT 10/12/2012 $5,000


PROPEL EVENT TRANSPORTATIONMANAGEMENT LLC

2527 1ST AVE ENORTH ST PAULMN55109


TRANSPORTATION SERVICES

Purpose (C)

Date (D)

Amount (E)


PROF CONFERENCE - TRANSPORTATIONSERVICES 03/01/2013 $9,588


RR DONNELLEY RECEIVABLES730216

DALLASTX75373


PRINTING SERVICES

Purpose (C)

Date (D)

Amount (E)

MEMBER AND STAFF COMMUNICATION 09/07/2012 $13,528MEMBER AND STAFF COMMUNICATION 11/02/2012 $13,043MEMBER AND STAFF COMMUNICATION 11/16/2012 $15,384MEMBER AND STAFF COMMUNICATION 12/07/2012 $9,699MEMBER AND STAFF COMMUNICATION 01/10/2013 $10,031MEMBER AND STAFF COMMUNICATION 02/08/2013 $20,324MEMBER AND STAFF COMMUNICATION 03/01/2013 $14,086

MEMBER AND STAFF COMMUNICATION 04/04/2013 $14,171MEMBER AND STAFF COMMUNICATION 05/17/2013 $13,965MEMBER AND STAFF COMMUNICATION 06/14/2013 $14,465




MEMBER AND STAFF COMMUNICATION 07/12/2013 $10,089MEMBER AND STAFF COMMUNICATION 08/23/2013 $10,084


SCANTRON CORPORATION93038

CHICAGOIL60673


EDUC & TRAINING SOFTWARE

Purpose (C)

Date (D)

Amount (E)


PRINTING EXPENSES 01/18/2013 $5,009


ST PAUL FEDERATION OF TEACHERSSUITE A400 SELBY AVEST PAULMN55102


LOCAL AFFILIATE

Purpose (C)

Date (D)

Amount (E)


TRAVEL ASSISTANCE AFT & NEA FUNCTIONS 08/14/2013 $5,000SERVICE AGREEMENT 08/16/2013 $35,000


ST PAUL RIVERCENTRESUITE 501175 WEST KELLOG BLVDST PAULMN55102


CONFERENCE CENTER

Purpose (C)

Date (D)

Amount (E)


PROFESSIONAL CONFERENCE 11/16/2012 $54,604PROFESSIONAL CONFERENCE 08/16/2013 $12,800


THORNTON MEDIA SERVICES

2455 GOLF DRIVEWOODBURYMN55129


MEDIA SERVICES

Purpose (C)

Date (D)

Amount (E)



TOTAL TECHNOLOGY RENTAL202174

MINNEAPOLISMN55420


EQUIPMENT RENTAL CO

Purpose (C)

Date (D)

Amount (E)


EQUIPMENT RENTAL - PROFESSIONALCONFERENCE 11/02/2012 $7,136


UNION HOUSE INC

26796 FELTON AVEWYOMINGMN55092


RETAIL UNION SUPPLY

Purpose (C)

Date (D)

Amount (E)


SUPPLIES 05/03/2013 $6,867SUPPLIES 06/21/2013 $7,457


UNITED STATES POSTAL SERVICEPERMIT 582350 CENTRAL AVENUELONG PRAIRIEMN56347


Purpose (C)

Date (D)

Amount (E)

MEMBER AND STAFF COMMUNICATION 09/18/2012 $11,004MEMBER AND STAFF COMMUNICATION 10/22/2012 $10,798MEMBER AND STAFF COMMUNICATION 11/15/2012 $10,159MEMBER AND STAFF COMMUNICATION 12/18/2012 $10,233MEMBER AND STAFF COMMUNICATION 01/18/2013 $15,590MEMBER AND STAFF COMMUNICATION 02/12/2013 $11,485MEMBER AND STAFF COMMUNICATION 03/21/2013 $11,539



(B)POSTAL SERVICE


MEMBER AND STAFF COMMUNICATION 05/01/2013 $13,724MEMBER AND STAFF COMMUNICATION 05/22/2013 $13,735MEMBER AND STAFF COMMUNICATION 06/17/2013 $13,056MEMBER AND STAFF COMMUNICATION 07/29/2013 $13,043MEMBER AND STAFF COMMUNICATION 08/16/2013 $13,812


UNITED STATES POSTAL SERVICE645015BMEU PERMIT 582ST PAULMN55164


POSTAL SERVICE

Purpose (C)

Date (D)

Amount (E)



WEST PAYMENT CENTER6292

CAROL STREAMIL60197



Purpose (C)

Date (D)

Amount (E)



WESTMORELAND FLINTSUITE 51411 EAST SUPERIOR STDULUTHMN55802


COMMUNICATIONS FIRM

Purpose (C)

Date (D)

Amount (E)


ADVERTISING 09/14/2012 $452,026

ADVERTISING 11/09/2012 $13,480ADVERTISING 11/21/2012 $12,742ADVERTISING 01/04/2013 $36,513ADVERTISING 03/22/2013 $23,355ADVERTISING 03/28/2013 $117,731AGENCY SERVICES 04/26/2013 $116,361ADVERTISING 08/29/2013 $6,873


SCHEDULE 20 - BENEFITS FILE NUMBER: 541-947

Description (A)

To Whom Paid (B)

Amount (C)

Total of all lines above (Total will be automatically entered in Item 55.) $7,433,176

PENSION EDUCATION MINNESOTA PENSION PLAN $3,268,171HEALTH INSURANCE MEDICA $2,731,781401(K) PLAN DIVERSIFIED $783,921HRA EDUCATOR'S BENEFIT CONSULTANTS $216,093DENTAL INSURANCE DELTA DENTAL $267,551

LIFE INSURANCE LINCOLN NATIONAL LIFE INSURANCECOMPANY $25,500

LONG TERM DISABILITY AMERICA FIDELITY ASSURANCE COMPANY $83,874LONG TERM CARE TRANSAMERICA LIFE INSURANCE CO $7,728PENSION STATE OF MINNESOTA TRA $19,728HEALTH INSURANCE MEDICA HEALTH PLANS $14,995LONG TERM CARE GENWORTH LIFE INSURANCE CO $11,809

ACCIDENTAL DEATH & DISMEMBERMENT PRUDENTIAL INSURANCE COMPANY OFAMERICA $1,647

HEALTH INSURANCE & LIFE INSURANCE PREMIUIM UNION MEMBERS $378


69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 541-947

Question 11(a): Education Minnesota Political Action Committee 41 Sherburne Avenue St. Paul, MN 55103 Reports are filed with the MinnesotaCampaign and Finance Disclosure Board: Registration number 30558.

Question 11(b): Education Minnesota Properties, Inc. 41 Sherburne Avenue St. Paul, MN 55103 Education Minnesota Properties, Inc. is aMinnesota Corporation exempt under 501(c)2 of the Internal Revenue Code. The purpose of which is to own and operate the office building usedby Education Minnesota. Economic Services, Inc. 41 Sherburne Avenue St. Paul, MN 55103 Economic Services, Inc. is a for profit MinnesotaCorporation whose purpose is to provide insurance and financial information to help our members reach their financial goals. EducationMinnesota has chosen to report the financial condition of Education Minnesota Properties, Inc. and Economic Services, Inc. using Method Two



Minnesota has chosen to report the financial condition of Education Minnesota Properties, Inc. and Economic Services, Inc. using Method Twounder Section X of the form instructions and has attached

Schedules 2, 11 and 12 of these entities. The audits for these entities are not finalized. When the audits become finalized, Education Minnesotawill file an amended LM-2 report and attach the audited financial statements from these entities.

Question 12: Annual audit was performed by Harrington Langer & Associates.

Question 15: Education Minnesota traded-in two vehicles with a total cost of $49,448, book value of $10,222 and trade-in allowance of $19,500.Education Minnesota allowed the past president to keep a tablet and a laptop upon leaving office. These items were expensed on EducationMinnesota's books and totaled $3,811.

Question 16: Education Minnesota pledged $900,000 as collateral for the Education Minnesota Political Action Committee's line of credit. The

Education Minnesota Political Action Committee's line of credit balance outstanding as of August 31, 2013 was $0.

Question 18: Constitution and Bylaws attached.

Schedule 1, Row6:Liquidated Account Receivable represents FY12 dues that Education Minnesota agreed to write off.



Schedule 2, Row4:Carlton Education Association had a loan outstanding balance of $10,000.00 on 8/31/2012. The local affiliate repaid$8,169.42. At the conclusion of the bargaining, the local requested that $1,830.58 be converted to a grant. The request was approved.

Schedule 2, Row5:Centennial Education Association had a loan outstanding balance of $6,500 on 8/31/2012. The local affiliate repaid $1,300.00.At the conclusion of the bargaining, the local requested that $5,200.00 be converted to a grant. The request was approved.

Schedule 2, Row6:Education Minnesota International Falls had a loan outstanding balance of $10,000.00 on 8/31/2012. At the conclusion of thebargaining, the local requested that $8,102.73 be converted to a grant. The request was approved.

Schedule 2, Row7:Education Minnesota Warroad had a loan outstanding balance of $5,333.37 on 8/31/2012. The local affiliate repaid $633.37.At the conclusion of the bargaining, the local requested that $3,617.24 be converted to a grant. The request was approved. The outstanding loanbalance on 8/31/13 is $1,082.76.

Schedule 2, Row8:Pine Island Education Association had a loan outstanding balance of $9,340 on 8/31/2012. The local affiliate repaid$4,514.55. At the conclusion of the bargaining, the local requested that $4,825.45 be converted to a grant. The request was approved.

Schedule 2, Row9:Northland Remer-Longville Education Association (Northland Remer/Longville) had a loan outstanding balance of $9,560.00on 8/31/2012. The local affiliate repaid $4,360.15. At the conclusion of the bargaining, the local requested that $4,222.92 be converted to a grant.The request was approved. The outstanding loan balance on 8/31/2013 is $976.93.

Schedule 2, Row13:Belle Plaine Education Association had a loan outstanding balance of $5,305.00 on 8/31/2012. The local affiliate repaid$2,935.08. At the conclusion of the bargaining, the local requested that $2,369.92 be converted to a grant. The request was approved.

Schedule 2, Row3:BOLD Education Minnesota had a loan outstanding balance of $8.00 on 8/31/2012. The amount of $8 was deemed deminimis and written off.

Schedule 2, Row15:Caledonia Education Association had a loan outstanding balance of $3,100.00 on 8/31/2012. The local affiliate repaid$1,720.10. At the conclusion of the bargaining, the local requested that $1,379.90 be converted to a grant. The request was approved.

Schedule 2, Row14:Burnsville Education Association had a loan outstanding balance of $22,775.00 on 8/31/2012. The local affiliate repaid$9,963.35. At the conclusion of the bargaining, the local requested that $12,811.65 be converted to a grant. The request was approved.

Schedule 2, Row16:Delano Education Association had a loan outstanding balance of $5,000 on 8/31/2012. The local affiliate repaid $3,219.98.At the conclusion of the bargaining, the local requested that $1,780.02 be converted to a grant. The request was approved.

Schedule 2, Row17:Education Minnesota-Aitkin had a loan outstanding balance of $7,500 on 8/31/2012. The local affiliate repaid $5,463.88. Atthe conclusion of the bargaining, the local requested that $2,036.12 be converted to a grant. The request was approved.

Schedule 2, Row19:Education Minnesota-Menahga had a loan outstanding balance of $9,500.00 on 8/31/2012. The local affiliate repaid$7,590.46. At the conclusion of the bargaining, the local requested that $1,557.11 be converted to a grant. The request was approved. Theoutstanding loan balance on 8/31/2013 is $352.43.

Schedule 2, Row21:Fergus Falls Education Association had a loan outstanding balance of $9,125.00 on 8/31/2012. The local affiliate repaid$3,669.68. At the conclusion of the bargaining, the local requested that $5,455.32 be converted to a grant. The request was approved.

Schedule 2, Row26:Minneapolis ESP had a loan outstanding balance of $14,970.00 on 8/31/2012. The local affiliate repaid $6,015.12. At theconclusion of the bargaining, the local requested that $8,954.88 be converted to a grant. The request was approved.

Schedule 2, Row22:Forest Lake Education Association had a loan outstanding balance of $5,751.92 on 8/31/2012. The local affiliate repaid$1,437.98. At the conclusion of the bargaining, the local requested that $4,313.94 be converted to a grant. The request was approved.

Schedule 2, Row23:Hutchinson Education Association had a loan outstanding balance of $16,875.00 on 8/31/2012. The local affiliate repaid$8,243.54. At the conclusion of the bargaining, the local requested that $8,631.46 be converted to a grant. The request was approved.

Schedule 2, Row24:Madelia Teachers Association had a loan outstanding balance of $6,000.00 on 8/31/2012. The local affiliate repaid$4,655.38. At the conclusion of the bargaining, the local requested that $1,550.90 be converted to a grant. The request was approved. Anoverpayment of $206.28 was paid to the local.

Schedule 2, Row28:Moose Lake Education Minnesota had a loan outstanding balance of $10,000.00 on 8/31/2012. The local affiliate repaid$4,304.83. At the conclusion of the bargaining, the local requested that $4,556.14 be converted to a grant. The request was approved. Theoutstanding loan balance on 8/31/13 is $1,139.03.



outstanding loan balance on 8/31/13 is $1,139.03.

Schedule 2, Row29:New Ulm Education Minnesota had a loan outstanding balance of $9,300.00 on 8/31/2012. The local affiliate repaid$6,882.82. At the conclusion of the bargaining, the local requested that $2,417.18 be converted to a grant. The request was approved.

Schedule 2, Row30:North Branch Education Association had a loan outstanding balance of $3,720.64 on 8/31/2012. The local affiliate repaid$733.21. At the conclusion of the bargaining, the local requested that $2,987.43 be converted to a grant. The request was approved.

Schedule 2, Row27:Minnetonka Teachers Association had a loan outstanding balance of $14,475.00 on 8/31/2012. The local affiliate repaid$900.18. At the conclusion of the bargaining, the local requested that $13,574.82 be converted to a grant. The request was approved.

Schedule 2, Row31:Owatonna Education Association had a loan outstanding balance of $9,610.00 on 8/31/2012. The local affiliate repaid$1,794.74. At the conclusion of the bargaining, the local requested that $7,815.26 be converted to a grant. The request was approved.

Schedule 2, Row32:Princeton Education Association had a loan outstanding balance of $11,500.00 on 8/31/2012. The local affiliate repaid$2,322.72. At the conclusion of the bargaining, the local requested that $9,290.87 be converted to a grant. The request was approved. Anoverpayment of $113.59 was refunded.

Schedule 2, Row35:St. Cloud Education Association had a loan outstanding balance of $25,000.00 on 8/31/2012. The local affiliate repaid$5,000. At the conclusion of the bargaining, the local requested that $20,038.21 be converted to a grant. The request was approved. Anoverpayment of $38.21 was refunded.

Schedule 2, Row33:River Bend Education Minnesota had a loan outstanding balance of $6,485.00 on 8/31/2012. The local affiliate repaid$4,983.59. At the conclusion of the bargaining, the local requested that $1,501.41 be converted to a grant. The request was approved.

Schedule 2, Row34:Staples Motley Education Association had a loan outstanding balance of $5,000.00 on 8/31/2012. The local affiliate repaid$2,979.93. At the conclusion of the bargaining, the local requested that $2,020.07 be converted to a grant. The request was approved.

Schedule 2, Row36:St. Paul Federation of Teachers had a loan outstanding balance of $48,708.32 on 8/31/2012. The local affiliate repaid$18,642.10. At the conclusion of the bargaining, the local requested that $30,066.22 be converted to a grant. The request was approved.

Schedule 2, Row45:Cass Lake Education Association requested for a loan of $10,000 in 2013 to meet an unusual contract negotiation expense.The local affiliate repaid $9,711.11. At the conclusion of the bargaining, the local requested that $288.89 be converted to a grant. The requestwas approved.

Schedule 2, Row47:Education Minnesota Benton-Stearns requested for a loan of $10,000 in 2013 to meet an unusual contract negotiationexpense. The local affiliate repaid $5,764.62. At the conclusion of the bargaining, the local requested that $715.38 be converted to a grant. Therequest was approved.

Schedule 2, Row37:St. Peter Paraprofessionals had a loan outstanding balance of $3,438.24 on 8/31/2012. The local affiliate repaid $633.15. Atthe conclusion of the bargaining, the local requested that $2,805.09 be converted to a grant. The request was approved.

Schedule 2, Row38:Stewartville United Educators had a loan outstanding balance of $6,613.51 on 8/31/2012. The local affiliate repaid$1,322.70. At the conclusion of the bargaining, the local requested that $5,290.81 be converted to a grant. The request was approved.

Schedule 2, Row39:Underwood Education Association had a loan outstanding balance of $7,900.00 on 8/31/2012. The local affiliate repaid$4,765.21. At the conclusion of the bargaining, the local requested that $2,549.14 be converted to a grant. The request was approved. Theoutstanding local balance on 8/31/2013 is $585.65.

Schedule 2, Row40:Virginia Education Minnesota had a loan outstanding balance of $13,000.00 on 8/31/2012. The local affiliate repaid$11,282.56. At the conclusion of the bargaining, the local requested that $6,869.78 be converted to a grant. The request was approved. Anoverpayment of $5,152.34 was refunded.

Schedule 2, Row42:Walker Hackensack Akeley Education Association had a loan outstanding balance of $5,000.00 on 8/31/2012. The localaffiliate repaid $3,248.26. At the conclusion of the bargaining, the local requested that $1,751.74 be converted to a grant. The request wasapproved.

Schedule 2, Row57:Foley Education Assistants requested for a loan of $5,000 in 2013 to meet an unusual contract negotiation expense. Thelocal affiliate repaid $3,390.36. At the conclusion of the bargaining, the local requested that $1,609.64 be converted to a grant. The request wasapproved.

Schedule 2, Row66:Upsala Education Association requested for a loan of $4,000 in 2013 to meet an unusual contract negotiation expense. Thelocal affiliate repaid $2,888.26. At the conclusion of the bargaining, the local requested that $1,111.74 be converted to a grant. The request wasapproved.

Schedule 13, Row1:Active Professional: Non-supervisory licensed education personnel employed by, or on a limited leave from, a public orprivate school, college or university, a state residential school, or a public agency. Membership dues $50 - $414.

Schedule 13, Row2:Active ESP: Education assistants and school related personnel employed by, or on a limited leave from, a public or privateschool, college or university, a state residential school, or a public agency. Membership dues $74 - $276.

Schedule 13, Row3:Reserve: Available to any person who is on a leave of absence from the employment that qualifies him/her for activemembership or any person who has been an active member but whose employment no longer qualifies that individual for active membership.Membership dues $50 - $414.

Schedule 13, Row3:Not eligible to vote.

Schedule 13, Row4:Substitute: Available to teachers employed on a day-to-day basis in a non-continuous position. Membership dues $40.


Schedule 13, Row5:Student: Available to any student preparing for a career in education who is enrolled at an accredited institution of higherlearning, except that anyone who is currently eligible for active membership through teacher or ESP employment shall not be eligible for studentmembership. Students must join through their college education department. Membership dues $10.



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membership. Students must join through their college education department. Membership dues $10.


Schedule 13, Row6:Retired: Available to active Education Minnesota members; or have been active members or staff in other state educationunion and affiliated with NEA or AFT; or retired employees receiving a benefit from a public school retirement system or private retirement benefitfrom a school in Minnesota. They pay national and local dues only.

Schedule 13, Row6:Not eligible to vote

Schedule 13, Row7:Associate: Available to any individual who supports the goals and activities of Education Minnesota, includingteachers/faculty and educational support professionals employed in a setting where they are not represented by an Education Minnesota localunion. Membership dues $40.


General Information:

Schedule 4: Items 1& 2 The cash paid is less than the total cost because of an accrual adjustment which is reflected in

Accounts Payable.

Schedule 11 & 12 Included in gross salary are taxable fringe benefits. Accordingly, these expenses were reduced on the appropriate schedules.

Schedule 11: Disbursements to Officers Thomas Dooher, Past President - Column D, the amount of $170,038 includes accrued vacation of$21,315 and severance payment of $6,000. Rodney Rowe, Secretary Treasurer - Column E, the amount of $6,330 consists of a housingallowance for officers who live outside of the seven county metropolitan area per Education Minnesota financial policy. This allowance isconsidered taxable compensation and is reported on IRS Form W-2.

Schedule 11: Vehicle Expenses Column G - Includes all vehicle expenses as vehicle was used partly for official business by Rodney Rowe.Column F - Includes all vehicle expenses as vehicle was used partly for personal business by Thomas Dooher, Paul Mueller and Denise Specht.

Schedule 12: Vehicle Expenses Column G - Includes all vehicle expenses as vehicle was used partly for official business by the followingemployees: Karl Aaro, Dawn Cole, Kari Ann Cruz, Amy Derwinski, MaryAnn Dorsey, Luke Fernholz, Michelle Goos, William Haring, EricHerrmann, Anne Krisnik, Sandra Miller, Brandon Rettke, Michael Roehl, Aaron Van Moorlehem, Gary Westorff and Steven Winge. Column F -Includes all vehicle expenses as vehicle was used partly for personal business by the following employees: Kathleen Adee, Scott Allen, DuaneAnderson, Jan Anderson, Sandra Anderson, Bart Appleton, Tammy Barnes, Darrell Baty, Jacqueline Baumgard, Marie Blumhardt, Susan Brady,Gary Christofferson, Courtney Derwinski, Rachel Domaszek, Sara Ford, Bridget Foster, Jim Granger, Kenneth Hughto, Jeffery Hyma, AlveJemrud, Lee Johansen, Joseph Juaire, Randi Kirchner, Janice Lichy, Jim Meyer, Greg Miller, Angel Morales, Alyssa Mueller, Doug Nelson, ToddPack, Mark Richardson, Evan Sandstede, Mark Schmiesing, Antonio Vega, Paul Winkelaar, JoAnn Winter, Richard Wood and Keven Young.Form LM-2 (Revised 2010)

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Documents

Education Minnesota - 2013 Form LM-2