U.S. Department of Labor
Office of Labor-Management Standards
Washington, DC 20210
FORM LM-2 LABOR ORGANIZATION ANNUAL REPORT
Form Approved
Office of Management and Budget
No.
1245-0003
Expires:
07-31-2019
MUST BE USED BY LABOR ORGANIZATIONS WITH $250,000 OR
MORE IN TOTAL ANNUAL RECEIPTS AND LABOR ORGANIZATIONS IN
TRUSTEESHIP
This report is
mandatory under P.L. 86-257, as amended. Failure to comply
may result in criminal prosecution, fines, or civil penalties as
provided by 29 U.S.C. 439 or 440.
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS
REPORT.
For Official Use Only
1. FILE NUMBER
513-310
2.
PERIOD COVERED
From
07/01/2016
Through
06/30/2017
3.
(a) AMENDED - Is this an amended report:
No
(b) HARDSHIP - Filed under the hardship procedures:
No
(c) TERMINAL - This
is a terminal report:
No
4. AFFILIATION OR ORGANIZATION NAME
TEACHERS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
STATE FEDERATION
6. DESIGNATION NBR
8033
7. UNIT NAME (if any)
OHIO
8. MAILING ADDRESS (Type or print in capital
letters)
First Name
MELISSA
Last Name
CROPPER
P.O Box - Building and Room Number
Number and Street
1251 E. BROAD STREET
City
COLUMBUS
State
OH
ZIP Code + 4
43205
9. Are your organization's records kept at its
mailing address?
Yes
Each of the undersigned, duly authorized
officers of the above labor organization, declares,
under penalty of perjury and other applicable penalties
of law, that all of the information submitted in this
report (including information contained in any
accompanying documents) has been examined by the
signatory and is, to the best of the undersigned
individual's knowledge and belief, true, correct
and complete (See Section V on penalties in the
instructions.)
70. SIGNED:
Melissa A Cropper
PRESIDENT
71. SIGNED:
Brian J Kessler
TREASURER
Date:
Sep 25, 2017
Telephone
Number:
614-258-3240
Date:
Sep 25, 2017
Telephone
Number:
330-998-1672
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21
FILE NUMBER:
513-310
10. During the reporting period did the labor
organization create or participate in the administration of
a trust or a fund or organization, as defined in the
instructions, which provides benefits for members or
beneficiaries?
No
11(a). During the reporting period did the
labor organization have a political action committee (PAC)
fund?
Yes
11(b). During the reporting period did the
labor organization have a subsidiary organization as
defined in Section X of these Instructions?
No
12. During the reporting period did the labor
organization have an audit or review of its books and
records by an outside accountant or by a parent body
auditor/representative?
Yes
13. During the reporting period did the labor
organization discover any loss or shortage of funds or
other assets? (Answer "Yes" even if there has
been repayment or recovery.)
No
14. What is the maximum amount recoverable
under the labor organization's fidelity bond for a
loss caused by any officer, employee or agent of the labor
organization who handled union funds?
$500,000
15. During the reporting period did the labor
organization acquire or dispose of any assets in a manner
other than purchase or sale?
No
16. Were any of the labor organization's
assets pledged as security or encumbered in any way at the
end of the reporting period?
No
17. Did the labor organization have any
contingent liabilities at the end of the reporting period?
No
18. During the reporting period did the labor
organization have any changes in its constitution or
bylaws, other than rates of dues and fees, or in
practices/procedures listed in the instructions?
No
19. What is the date of the labor
organization's next regular election of officers?
02/2018
20. How many members did the labor organization
have at the end of the reporting period?
14,220
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
N/A
per
Month
9.27
13.46
(b) Working Dues/Fees
per
(c) Initiation Fees
per
(d) Transfer Fees
per
(e) Work Permits
per
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS
AND LIABILITIES
FILE NUMBER:
513-310
ASSETS
ASSETS
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash
$1,628,630
$1,554,220
23. Accounts Receivable
1
$0
24. Loans Receivable
2
25. U.S. Treasury
Securities
$0
26. Investments
5
$97,403
$103,712
27. Fixed Assets
6
$631,224
$631,224
28. Other Assets
7
$0
29.
TOTAL ASSETS
$2,357,257
$2,289,156
LIABILITIES
LIABILITIES
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable
8
$0
31. Loans Payable
9
32. Mortgages Payable
$0
33. Other Liabilities
10
34. TOTAL
LIABILITIES
$0
$0
35. NET
ASSETS
$2,357,257
$2,289,156
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B -
RECEIPTS AND DISBURSEMENTS
FILE NUMBER:
513-310
CASH
RECEIPTS
SCH
AMOUNT
36. Dues and Agency Fees
$0
37. Per Capita Tax
$1,762,538
38. Fees, Fines,
Assessments, Work Permits
$0
39. Sale of Supplies
$0
40. Interest
$5,253
41. Dividends
$2,515
42. Rents
$0
43. Sale of Investments
and Fixed Assets
3
$490
44. Loans Obtained
9
45. Repayments of Loans
Made
2
46. On Behalf of
Affiliates for Transmittal to Them
$0
47. From Members for
Disbursement on Their Behalf
$0
48. Other Receipts
14
$376,492
49. TOTAL RECEIPTS
$2,147,288
CASH DISBURSEMENTS
SCH
AMOUNT
50.
Representational Activities
15
$1,006,820
51.
Political Activities and Lobbying
16
$332,246
52.
Contributions, Gifts, and Grants
17
$98,864
53. General
Overhead
18
$58,081
54. Union
Administration
19
$380,191
55. Benefits
20
$281,649
56. Per
Capita Tax
$0
57. Strike
Benefits
$0
58. Fees,
Fines, Assessments, etc.
$0
59. Supplies
for Resale
$0
60. Purchase
of Investments and Fixed Assets
4
$2,575
61. Loans
Made
2
62.
Repayment of Loans Obtained
9
63. To
Affiliates of Funds Collected on Their Behalf
$0
64. On
Behalf of Individual Members
$0
65. Direct
Taxes
$61,272
66. Subtotal
$2,221,698
67.
Withholding Taxes and Payroll Deductions
67a. Total
Withheld
$260,153
67b. Less Total
Disbursed
$260,153
67c.
Total Withheld But Not Disbursed
68.
TOTAL DISBURSEMENTS
$2,221,698
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS
RECEIVABLE AGING SCHEDULE
FILE NUMBER:
513-310
Entity or Individual Name
(A)
Total Account Receivable
(B)
90-180 Days
Past Due
(C)
180+ Days
Past Due
(D)
Liquidated Account
Receivable
(E)
Total of all itemized
accounts receivable
$0
$0
$0
$0
Totals from all other
accounts receivable
Totals
(Total of Column (B) will be automatically entered in Item
23, Column(B))
$0
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS
RECEIVABLE
FILE NUMBER:
513-310
List below loans to officers, employees, or members which
at any time during the reporting period exceeded $250 and
list all loans to business enterprises regardless of amount.
(A)
Loans
Outstanding at
Start of Period
(B)
Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1)
Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not
listed above
Total of all lines
above
$0
$0
$0
$0
$0
Totals will be
automatically entered in...
Item 24
Column (A)
Item 61
Item 45
Item 69
with Explanation
Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF
INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
513-310
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
$428
$428
$490
$490
Investment Gain
$428
$428
$490
$490
Less Reinvestments
$0
(The
total from Net Sales Line will be automatically entered
in Item 43)
Net Sales
$490
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE
OF INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
513-310
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total
of all lines above
$2,575
$2,575
$2,575
Reinvested Dividends (Am Funds, 43.459 sh)
$2,575
$2,575
$2,575
Less Reinvestments
$0
(The
total from Net Purchases Line will be automatically
entered in Item 60.)
Net Purchases
$2,575
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 -
INVESTMENTS
FILE NUMBER:
513-310
Description
(A)
Amount
(B)
Marketable Securities
A. Total Cost
$91,838
B. Total Book Value
$103,712
C. List each
marketable security which has a book value over $5,000
and exceeds 5% of Line B.
Am Funds, Capital Income Builder, 1689.671 shares
$103,712
Other Investments
D. Total Cost
E. Total Book Value
F. List each other
investment which has a book value over $5,000 and
exceeds 5% of Line E. Also, list each subsidiary
for which separate reports are attached.
G. Total of Lines B and E
(Total will be automatically entered in Item 26,
Column(B))
$103,712
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED
ASSETS
FILE NUMBER:
513-310
Description
(A)
Cost or Other Basis
(B)
Total Depreciation or
Amount Expensed
(C)
Book Value
(D)
Value
(E)
A.
Land (give location)
Land
1
:
1251 E Broad St., Columbus, Ohio
$50,000
$50,000
$50,000
B.
Buildings (give location)
Building
1
:
1251 E Broad St., Columbus, Ohio
$581,224
$581,224
$581,224
C. Automobiles
and
Other Vehicles
$23,267
$23,267
$0
$0
D. Office
Furniture
and Equipment
E.
Other Fixed Assets
$0
$0
F. Totals of Lines A through E
(Column(D) Total will be automatically entered in Item
27, Column(B))
$654,491
$23,267
$631,224
$631,224
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER
ASSETS
FILE NUMBER:
513-310
Description
(A)
Book Value
(B)
Total
(Total will be automatically entered in Item 28, Column(B))
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS
PAYABLE AGING SCHEDULE
FILE NUMBER:
513-310
Entity or Individual Name
(A)
Total Account
Payable
(B)
90-180 Days
Past Due
(C)
180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable
$0
$0
$0
$0
Total from all other accounts payable
$0
$0
$0
$0
Totals
(Total for Column(B) will be automatically entered in Item
30, Column(D))
$0
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS
PAYABLE
FILE NUMBER:
513-310
Source of Loans Payable at Any
Time During the Reporting Period
(A)
Loans Owed at
Start of Period
(B)
Loans Obtained
During Period
(C)
Repayment
During Period
Cash
(D)(1)
Repayment
During Period
Other Than Cash
(D)(2)
Loans Owed at
End of Period
(E)
Total Loans Payable
$0
$0
$0
$0
$0
Totals will be automatically entered in...
Item 31
Column (C)
Item 44
Item 62
Item 69
with Explanation
Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER
LIABILITIES
FILE NUMBER:
513-310
Description
(A)
Amount at End of Period
(B)
Total Other Liabilities
(Total will be automatically entered in Item 33, Column(D))
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL
OFFICERS AND DISBURSEMENTS TO OFFICERS
FILE NUMBER:
513-310
(A) Name
(B) Title
(C) Status
(D)
Gross Salary
Disbursements
(before any
deductions)
(E)
Allowances
Disbursed
(F)
Disbursements
for Official Business
(G)
Other
Disbursements not reported in
(D) through (F)
(H)
TOTAL
A
B
C
Cropper
,
Melissa
A President C
$122,511
$11,065
$10,200
$143,776
I
Schedule 15
Representational Activities
30
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
Schedule 18
General Overhead
30
%
Schedule 19
Administration
30
%
A
B
C
Obrenski
,
Shari
L Vice President C
$2,295
$1,443
$3,738
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100
%
Schedule 19
Administration
A
B
C
Black
,
Raymond
L Vice President C
$2,295
$136
$2,431
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100
%
Schedule 19
Administration
A
B
C
Kessler
,
Brian
J Treasurer C
$5,559
$323
$5,882
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100
%
Schedule 19
Administration
A
B
C
Hernandez
,
Catherine
Secretary C
$2,295
$602
$2,897
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100
%
Schedule 19
Administration
Total Officer
Disbursements
$134,955
$0
$13,569
$10,200
$158,724
Less Deductions
$31,173
Net
Disbursements
$127,551
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 -
DISBURSEMENTS TO EMPLOYEES
FILE NUMBER:
513-310
(A) Name
(B) Title
(C) Other Payer
(D)
Gross Salary
Disbursements
(before any
deductions)
(E)
Allowances Disbursed
(F)
Disbursements for Official Business
(G)
Other Disbursements not reported in
(D) through (F)
(H)
TOTAL
A
B
C
Johnson
,
Darold
M Director, Political N/A
$106,596
$5,040
$111,636
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
100
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Lesser
,
Mark
J Comptroller N/A
$76,788
$2,731
$79,519
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
A
B
C
Luther
,
Kim
K Field Coordinator N/A
$100,112
$19,057
$119,169
I
Schedule 15
Representational Activities
95
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Rose
,
Thomas
J Field Coordinator N/A
$103,957
$18,475
$122,432
I
Schedule 15
Representational Activities
95
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Thompson
,
Irveda
Admin Asst / Ofc Mgr N/A
$37,487
$346
$37,833
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
A
B
C
Tully
,
Deborah
I Director, Pro Issues N/A
$105,126
$9,044
$114,170
I
Schedule 15
Representational Activities
95
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Walsh
,
Megann
E Field Coordinator N/A
$70,531
$11,748
$82,279
I
Schedule 15
Representational Activities
95
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Zellner
,
Lisa
K Director, Communications N/A
$105,882
$1,857
$107,739
I
Schedule 15
Representational Activities
70
%
Schedule 16
Political Activities and Lobbying
30
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Loftus
,
Kelly
A Admin Asst / Ofc Mgr N/A
$25,482
$84
$25,566
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
TOTALS RECEIVED
BY EMPLOYEES MAKING $10,000 OR LESS
$204,013
$204,013
I
Schedule 15
Representational Activities
50
%
Schedule 16
Political Activities and Lobbying
50
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
Total
Employee Disbursements
$935,974
$0
$68,382
$0
$1,004,356
Less
Deductions
$228,980
Net Disbursements
$775,376
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 -
MEMBERSHIP STATUS
FILE NUMBER:
513-310
Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members
(Total of all lines above)
14,220
Agency Fee Payers*
484
Total Members/Fee Payers
14,704
*Agency Fee Payers are
not considered members of the labor organization.
FULL
14,220
Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE
- SCHEDULES 14 THROUGH 19
FILE NUMBER:
513-310
SCHEDULE 14 OTHER RECEIPTS
1. Named Payer
Itemized Receipts
$346,647
2. Named Payer
Non-itemized Receipts
$29,520
3. All Other Receipts
$325
4. Total
Receipts
$376,492
SCHEDULE 17 CONTRIBUTIONS,
GIFTS & GRANTS
1. Named Payee
Itemized Disbursements
$85,000
2. Named Payee
Non-itemized Disbursements
$2,500
3. To Officers
$0
4. To Employees
$0
5. All Other
Disbursements
$11,364
6. Total
Disbursements
$98,864
SCHEDULE 15 REPRESENTATIONAL
ACTIVITIES
1. Named Payee
Itemized Disbursements
$368,364
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$43,133
4. To Employees
$593,572
5. All Other
Disbursements
$1,751
6. Total
Disbursements
$1,006,820
SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$58,081
4. To Employees
$0
5. All Other
Disbursements
6. Total
Disbursements
$58,081
SCHEDULE 16 POLITICAL
ACTIVITIES AND LOBBYING
1. Named Payee
Itemized Disbursements
$50,000
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$14,378
4. To Employees
$267,868
5. All Other
Disbursements
6. Total
Disbursements
$332,246
SCHEDULE 19 UNION
ADMINISTRATION
1. Named Payee
Itemized Disbursements
$90,369
2. Named Payee
Non-itemized Disbursements
$24,492
3. To Officers
$43,133
4. To Employees
$142,918
5. All Other
Disbursements
$79,279
6. Total
Disbursements
$380,191
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER
RECEIPTS
FILE NUMBER:
513-310
Name and Address
(A)
American Fed of Teachers
555 New Jersey Ave., NW Washington DC 20001
Type or Classification
(B)
Union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$346,647
Total
Non-Itemized Transactions with this Payee/Payer
$29,520
Total of All Transactions with this
Payee/Payer for This Schedule
$376,167
Assistance Solidarity
06/20/2017
$39,976
Assistance Solidarity
12/15/2016
$26,893
Assistance Solidarity
02/28/2017
$37,042
Assistance Solidarity
06/07/2017
$38,421
Release Time Reimbursements
10/20/2016
$91,577
Release Time Reimbursements
12/15/2016
$112,738
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 -
REPRESENTATIONAL ACTIVITIES
FILE NUMBER:
513-310
Name and Address
(A)
AFT Great Lakes Regional
500 Oakmont Ln Wesmont IL 60559
Type or Classification
(B)
Union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$50,000
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$50,000
Organizing
04/05/2017
$50,000
Name and Address
(A)
Brainstorm Media
1423 Goodale Blvd Columbus OH 43212
Type or Classification
(B)
Communication Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$7,965
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$7,965
Representational (Issues Communication)
10/28/2016
$7,965
Name and Address
(A)
Link2Tek, LLC PO Box 8414
Asheville NC 28814
Type or Classification
(B)
Communication Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$9,944
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$9,944
Representational (Issues Communication)
08/16/2016
$9,944
Name and Address
(A)
Triumph Communications
1480 Dublin Road Columbus OH 43215
Type or Classification
(B)
Communication Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$300,455
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$300,455
Representational (Issues Communication)
08/04/2016
$300,455
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 -
POLITICAL ACTIVITIES AND LOBBYING
FILE NUMBER
513-310
Name and Address
(A)
Ohio Federation of Teachers (PCE)
1251 E Broad St Columbus OH 43205
Type or Classification
(B)
Political Contributing Entity (PCE)
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$50,000
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$50,000
Political
10/21/2016
$50,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 -
CONTRIBUTIONS, GIFTS & GRANTS
FILE NUMBER:
513-310
Name and Address
(A)
Innovation Ohio
35 E Gay St Columbus OH 43215
Type or Classification
(B)
Membership/Contribution/Grant
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$7,500
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$7,500
Contribution
06/26/2017
$7,500
Name and Address
(A)
Ohio Education Policy Institute
8050 N High St., Suite 100 Columbus OH 43235
Type or Classification
(B)
Membership/Contribution/Grant
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,000
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$5,000
Membership/Contribution
03/17/2017
$5,000
Name and Address
(A)
Ohio Unity Coalition
395 S Front St., Suite 700 Columbus OH 43215
Type or Classification
(B)
Membership/Contribution/Grant
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$15,000
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$15,000
Contribution
09/30/2016
$15,000
Name and Address
(A)
One Ohio Now
85 E Gay St Columbus OH 43215
Type or Classification
(B)
Membership/Contribution/Grant
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$15,000
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$15,000
Contribution
08/23/2016
$15,000
Name and Address
(A)
Policy Matters Ohio
3631 Perkins Ave Cleveland OH 44114
Type or Classification
(B)
Membership/Contribution/Grant
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$15,000
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$15,000
Contribution
09/30/2016
$15,000
Name and Address
(A)
Progress Ohio
172 E State St Columbus OH 43215
Type or Classification
(B)
Membership/Contribution/Grant
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$7,500
Total
Non-Itemized Transactions with this Payee/Payer
$2,500
Total of All Transactions with this
Payee/Payer for This Schedule
$10,000
Contribution
03/17/2017
$7,500
Name and Address
(A)
UHCAN of Ohio
370 S 5th St Columbus OH 43215
Type or Classification
(B)
Membership/Contribution/Grant
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$20,000
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$20,000
Contribution
07/22/2016
$10,000
Contribution
03/17/2017
$10,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL
OVERHEAD
FILE NUMBER:
513-310
Name and Address
(A)
-1
Type or Classification
(B)
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION
ADMINISTRATION
FILE NUMBER:
513-310
Name and Address
(A)
Auto Owners Insurance PO Box 740312
Cincinnati OH 45274
Type or Classification
(B)
Insurance
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,464
Total of All Transactions with this
Payee/Payer for This Schedule
$5,464
Name and Address
(A)
Crowne Plaza Columbus North
6500 Doubletree Ave Columbus OH 43229
Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$29,911
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$29,911
Meetings
07/14/2016
$23,044
Meetings
10/13/2016
$6,867
Name and Address
(A)
Dr. Silas Lee & Assoc
1750 St Charles Av, STE 536 New Orleans LA 70130
Type or Classification
(B)
Consulting
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$11,000
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$11,000
Consulting
08/15/2016
$11,000
Name and Address
(A)
Franklin County Treasurer PO Box 742538
Cincinnati OH 45274
Type or Classification
(B)
Real Estate Taxes
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$7,957
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$7,957
Real Estate Taxes
01/05/2017
$7,957
Name and Address
(A)
Hannah News Service
21 W Broad St Columbus OH 43215
Type or Classification
(B)
Literature/Subscriptions
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,268
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$5,268
Literature/Subscriptions
04/19/2017
$5,268
Name and Address
(A)
Nationwide Hotel and Conf Ctr
180 Green Meadows Drive S Lewis Center OH 43035
Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$18,358
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$18,358
Meetings
03/17/2017
$18,358
Name and Address
(A)
Nelson's Cleaning PO Box 715
Worthington OH 43085
Type or Classification
(B)
Building Maintenance
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,790
Total of All Transactions with this
Payee/Payer for This Schedule
$5,790
Name and Address
(A)
Peerless Printing Co
2250 Gilbert Ave Cincinnati OH 45206
Type or Classification
(B)
Printing
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$7,675
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$7,675
Printing
10/10/2016
$7,675
Name and Address
(A)
Support Technologies Corp
4955 Central College Rd Westerville OH 43081
Type or Classification
(B)
IT Consulting
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$8,134
Total of All Transactions with this
Payee/Payer for This Schedule
$8,134
Name and Address
(A)
The Ciulla Group, LLC
6364 Pearl Road Cleveland OH 44130
Type or Classification
(B)
Accounting, Audit
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$10,200
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$10,200
Accounting, Audit
10/26/2016
$10,200
Name and Address
(A)
Time Warner Cable PO Box 0916
Carol Stream IL 60132
Type or Classification
(B)
Telephone
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,104
Total of All Transactions with this
Payee/Payer for This Schedule
$5,104
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 -
BENEFITS
FILE NUMBER:
513-310
Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all
lines above (Total will be automatically entered in Item
55.)
$281,649
Retirement/Pension Plan
American Funds
$99,505
Hospitalization and other insurance
United Health Care
$133,112
President Benefits
Georgetown Exempted Village Schools
$30,338
Dental
Dental Care Plus Group
$6,724
Insurances: Life, LTD, STD
American United Life Ins Co
$8,546
Other Benefit Items
Other Benefit Items
$3,424
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL
INFORMATION SUMMARY
FILE NUMBER:
513-310
Question 11(a):
Question 11(a): : : : : : : Ohio Federation of Teachers Political Contributing Entity
Files with Ohio Secretary of State
File 6820
Question 12: Outside Accountant
Ciulla Group, LLC
Certified Public Accountants
6364 Pearl Road
Cleveland, Ohio 44130-3052
Schedule 13, Row1:
Schedule 13, Row1:All, 14704
Fee Payers, 484
Full (Full Dues) paid by members of organization.