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
513-868
2. PERIOD COVERED
From09/01/2016
Through08/31/2017
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
STATE COUNTY AND MUNI EMPLS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
 6. DESIGNATION NBR
4
7. UNIT NAME (if any)
OHIO ASN OF PUBLIC SCHOOL EMPLOYEES
8. MAILING ADDRESS (Type or print in capital letters)
First Name
JOSEPH P
 Last Name
RUGOLA
P.O Box - Building and Room Number

Number and Street
6805 OAK CREEK DRIVE
City
COLUMBUS
State
OH		 ZIP Code + 4
43229


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:JoAnn JohntonyPRESIDENT71. SIGNED:Joseph P RugolaTREASURER
Date:Nov 21, 2017Telephone Number:614-890-4770Date:Nov 21, 2017Telephone Number:614-890-4770
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 513-868
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?No
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?Yes
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?Yes
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?04/2021
20. How many members did the labor organization have at the end of the reporting period?31,457
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees2.0%perp/y W-2 wages+surchr216.16493.60
(b) Working Dues/Feesper
(c) Initiation Feesper
(d) Transfer Feesper
(e) Work Permitsper

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 513-868

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $2,421,329$2,734,274
23. Accounts Receivable1$181,984$256,202
24. Loans Receivable2
25. U.S. Treasury Securities $0$0
26. Investments5$0
27. Fixed Assets6$366,622$415,115
28. Other Assets7$230,146$244,501
29. TOTAL ASSETS $3,200,081$3,650,092

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$47,042$62,802
31. Loans Payable9$0
32. Mortgages Payable $340,552$43,906
33. Other Liabilities10$1,458,910$1,287,409
34. TOTAL LIABILITIES $1,846,504$1,394,117
35. NET ASSETS$1,353,577$2,255,975
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 513-868

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $14,911,623
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $0
41. Dividends $0
42. Rents $0
43. Sale of Investments and Fixed Assets3$50
44. Loans Obtained9$0
45. Repayments of Loans Made2
46. On Behalf of Affiliates for Transmittal to Them $330,808
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$579,505
49. TOTAL RECEIPTS $15,821,986
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$4,085,481
51. Political Activities and Lobbying16$1,680,007
52. Contributions, Gifts, and Grants17$62,940
53. General Overhead18$2,032,279
54. Union Administration19$929,756
55. Benefits20$2,261,953
56. Per Capita Tax $3,676,226
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$131,721
61. Loans Made2
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $330,808
64. On Behalf of Individual Members $0
65. Direct Taxes $436,178
  
66. Subtotal $15,627,349
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$2,142,399  
  67b. Less Total Disbursed$2,024,091  
  67c. Total Withheld But Not Disbursed $118,308
68. TOTAL DISBURSEMENTS $15,509,041
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 513-868

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$45,000$20,000$9,000$0
Totals from all other accounts receivable$211,202   
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $256,202$20,000$9,000$0
HIGHER EDUCATION PARTNERS$45,000$20,000$9,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 513-868

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A) 		Loans
Outstanding at
Start of Period
(B) 		Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1) 		Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not listed above     
Total of all lines above$0$0$0$0$0
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 513-868

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$690$0$50$50
OFFICE EQUIPMENT$690$0$50$50
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$50
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 513-868

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$131,721$131,721$131,721
BUILDING IMPROVEMENTS$117,607$117,607$117,607
DATA PROCESSING EQUIPMENT$10,351$10,351$10,351
SOFTWARE DEVELOPMENT$3,763$3,763$3,763
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$131,721
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 513-868

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost
B. Total Book Value
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
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)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 513-868

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      6805 OAK CREEK DR. COLUMBUS, OH 43229$53,943 $53,943$53,943
B. Buildings (give location)    
Building  1 :      6805 OAK CREEK DR. COLUMBUS, OH 43229$1,227,992$1,012,246$215,746$215,746
C. Automobiles and Other Vehicles$15,952$9,583$6,369$6,369
D. Office Furniture and Equipment$735,020$595,963$139,057$139,057
E. Other Fixed Assets$52,051$52,051$0$0
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $2,084,958$1,669,843$415,115$415,115
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 513-868

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $244,501
PREPAID EXPENSES$173,895
PREPAID INSURANCE$48,400
TRAVEL ADVANCES$3,550
DEPOSITS$18,656
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 513-868

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$62,802$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $62,802$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 513-868

Source of Loans Payable at Any
Time During the Reporting Period
(A) 		Loans Owed at
Start of Period
(B) 		Loans Obtained
During Period
(C) 		Repayment
During Period
Cash
(D)(1) 		Repayment
During Period
Other Than Cash
(D)(2) 		Loans Owed at
End of Period
(E)
Total Loans Payable$0$0$0$0$0
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 513-868

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $1,287,409
DISTRICT REBATES PAYABLE$70,673
LOCAL DUES PAYABLE$80,638
PER CAPITA TAX PAYABLE$161,715
ACCRUED EXPENSES$622,701
ACCRUED SEVERANCE$329,333
CAPITAL LEASE OBLIGATIONS$22,349
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 513-868

(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 		Adams ,  Deborah  
Executive Board Member
C		$0$0$1,756$0$1,756
I
Schedule 15
Representational Activities 		13 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		87 %
A
B
C 		Banks ,  Arnetta  
Executive Board Alt
C		$770$0$100$0$870
I
Schedule 15
Representational Activities 		29 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		71 %
A
B
C 		Basham ,  Debra  
Executive Board Alt
C		$0$0$46$0$46
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Carrier ,  William  
Executive Board Member
C		$0$0$477$0$477
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Carson ,  Lois  
Executive Board Vice Pres
C		$6,200$0$13,907$0$20,107
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		7 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		68 %
A
B
C 		Chamberlain ,  Kathy  
Executive Board Member
C		$64$0$1,696$0$1,760
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Dawkins-Flinn ,  Sheila  
Executive Board Member
C		$0$0$4,348$0$4,348
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		4 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		3 % Schedule 19
Administration 		93 %
A
B
C 		Ennis ,  Jennifer  
Executive Board Alt
C		$395$0$739$0$1,134
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		9 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		9 % Schedule 19
Administration 		82 %
A
B
C 		Goebel ,  Renee  
Executive Board Member
C		$0$0$464$0$464
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		41 % Schedule 19
Administration 		59 %
A
B
C 		Haller ,  James  
Executive Board Member
C		$0$0$4,264$0$4,264
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		12 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		88 %
A
B
C 		Hurlow ,  William  
Executive Board Member
P		$0$0$528$0$528
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Johntony ,  JoAnn  
Executive Board President
C		$84,232$0$15,293$0$99,525
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Jones ,  Karen  
Executive Board Alt
C		$379$0$7,179$0$7,558
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		6 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		2 % Schedule 19
Administration 		92 %
A
B
C 		Klein ,  Angie  
Executive Board Alt
C		$28,044$0$8,259$0$36,303
I
Schedule 15
Representational Activities 		17 % Schedule 16
Political Activities and Lobbying 		60 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		23 %
A
B
C 		Lang ,  Michael  
Executive Board Alt
C		$182$0$254$0$436
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		57 % Schedule 19
Administration 		43 %
A
B
C 		Leisure ,  Jackie  
Executive Board Alt
C		$229$0$811$0$1,040
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		99 %
A
B
C 		Payne ,  Beverly  
Executive Board Member
C		$305$0$8,639$0$8,944
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		99 %
A
B
C 		Potter ,  Melody  
Executive Board Alt
C		$203$0$202$0$405
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		70 %
A
B
C 		Russell ,  Davida  
Executive Board Alt.
C		$30,538$0$5,458$0$35,996
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		20 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		80 %
A
B
C 		Shull ,  Tracy  
Executive Board Member
P		$558$0$1,800$0$2,358
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		12 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		88 %
A
B
C 		Sindeldecker ,  John  
Executive Board Alt
C		$0$0$657$0$657
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		97 %
A
B
C 		Tope ,  Rosella  
Executive Board Member
C		$0$0$222$0$222
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Ward ,  Barbara  
Executive Board Member
C		$1,132$0$3,057$0$4,189
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		20 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		4 % Schedule 19
Administration 		76 %
A
B
C 		Wheeler ,  Sandra  
Executive Board Secretary
C		$0$0$390$0$390
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		30 % Schedule 19
Administration 		67 %
A
B
C 		Wiley ,  Stephanie  
Executive Board Member
C		$1,161$0$1,220$0$2,381
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		19 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		81 %
Total Officer Disbursements$154,392$0$81,766$0$236,158
Less Deductions     
Net Disbursements    $236,158
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 513-868

(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 		ADAM ,  DAVID  
Field Representative
na		$101,875$0$10,073$0$111,948
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		ARNOLD ,  AMY  
Accounting Clerk
na		$50,156$0$22$0$50,178
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		97 % Schedule 19
Administration 		0 %
A
B
C 		BAILEY ,  KAREN  
Field Representative
na		$101,931$0$13,369$0$115,300
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		4 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		BANAL ,  MATHEW  
Staff Attorney
na		$113,067$0$12,970$0$126,037
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		5 %
A
B
C 		BELCHER ,  COURTNEY  
Field Office Secretary
na		$54,674$0$0$0$54,674
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		2 % Schedule 19
Administration 		10 %
A
B
C 		BLAKESLEY ,  JANE  
Executive Asst
na		$77,624$0$8,996$0$86,620
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		55 % Schedule 19
Administration 		30 %
A
B
C 		BLATT ,  RONALD  
Field Representative
na		$100,864$0$10,931$0$111,795
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		BOBO ,  JOYCE  
Field Office Secretary
na		$53,563$0$330$0$53,893
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		BOLIN ,  LYNDA  
Field Representative
na		$101,942$0$14,137$0$116,079
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		3 %
A
B
C 		CALABRIA ,  NINA  
Admin Asst
na		$90,293$0$3,231$0$93,524
I
Schedule 15
Representational Activities 		70 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		20 %
A
B
C 		CALDWELL ,  CHAD  
Field Representative
na		$101,841$0$7,790$0$109,631
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		1 %
A
B
C 		CLAYTON-ROSE ,  PAULINE  
Field Office Secretary
na		$57,898$0$621$0$58,519
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		99 % Schedule 19
Administration 		1 %
A
B
C 		CONGROVE ,  KELLY  
Accounting Clerk
na		$70,928$0$1,742$0$72,670
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		95 % Schedule 19
Administration 		2 %
A
B
C 		DAHL ,  SEAN  
Field Representative
na		$99,956$0$15,028$0$114,984
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		2 %
A
B
C 		DHONDT ,  SANDRA  
Field Office Secretary
na		$55,280$0$651$0$55,931
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		DRABICK ,  THOMAS  
Director of Legal Svcs
na		$157,394$0$31,065$0$188,459
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		20 %
A
B
C 		EVERETTS ,  SUSAN  
Accounting Clerk
na		$51,415$0$0$0$51,415
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		98 % Schedule 19
Administration 		0 %
A
B
C 		FANTAUZZO ,  ROBERT  
Asst-Political Dept.
na		$75,725$0$12,955$0$88,680
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		83 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		7 %
A
B
C 		FOLSOM ,  NANETTE  
Field Representative
na		$101,861$0$7,242$0$109,103
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		GILES ,  LENORA  
Field Representative
na		$102,374$0$7,537$0$109,911
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		GOLLINGS ,  JAMES  
Regional Director
na		$122,046$0$22,937$0$144,983
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		1 %
A
B
C 		GRIFFITH ,  CHRIS  
Field Representative
na		$99,851$0$18,602$0$118,453
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		HALL ,  DERRYL  
Field Representative
na		$101,848$0$11,808$0$113,656
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		14 %
A
B
C 		HARRINGTON ,  MARK  
Organizer
na		$97,672$0$20,713$0$118,385
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		HORN ,  JOHN  
Field Representative
na		$101,875$0$13,114$0$114,989
I
Schedule 15
Representational Activities 		83 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		16 %
A
B
C 		JACKSON ,  ALBERT  
Field Representative
na		$100,848$0$16,744$0$117,592
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		KNAPP ,  CHRISTINE  
Field Office Secretary
na		$55,696$0$45$0$55,741
I
Schedule 15
Representational Activities 		70 % Schedule 16
Political Activities and Lobbying 		30 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		LARK ,  MATHEW  
Field Representative
na		$99,858$0$16,410$0$116,268
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		MALONE ,  KATHRYN  
Director Public Affairs
na		$121,498$0$3,614$0$125,112
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		70 % Schedule 19
Administration 		15 %
A
B
C 		MALONE ,  LARRY  
Education and Research
na		$113,251$0$24,851$0$138,102
I
Schedule 15
Representational Activities 		76 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		19 %
A
B
C 		MARTIN ,  GARY  
Associate Director
na		$177,558$0$53,124$0$230,682
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		15 %
A
B
C 		MCGRAW ,  LYNNE  
Director of Accounting
na		$123,766$0$4,109$0$127,875
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		MCKINLEY ,  KRISTEN  
Staff Attorney
na		$119,005$0$15,559$0$134,564
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		5 %
A
B
C 		MCMILLON ,  DINAH  
Field Office Secretary
na		$61,238$0$661$0$61,899
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		20 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		80 % Schedule 19
Administration 		0 %
A
B
C 		MOBLEY ,  KELLY  
Field Representative
na		$100,676$0$11,719$0$112,395
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		MOLNAR-BOCK ,  TRINA  
Field Representative
na		$100,965$0$16,249$0$117,214
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		MORROW ,  RACHEL  
Field Representative
na		$100,840$0$8,499$0$109,339
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		MYERS ,  STEVE  
Regional Director
na		$122,246$0$26,560$0$148,806
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		PADISAK ,  WILLIAM  
Field Representative
na		$100,896$0$14,407$0$115,303
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		RAINS ,  LLOYD  
Regional Director
na		$122,282$0$33,780$0$156,062
I
Schedule 15
Representational Activities 		83 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		15 %
A
B
C 		RUGOLA ,  JOSEPH  
Executive Director
na		$210,262$0$44,895$0$255,157
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		60 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		30 %
A
B
C 		Shearer ,  KAREN  
Accounting Clerk
na		$51,478$0$34$0$51,512
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		95 % Schedule 19
Administration 		0 %
A
B
C 		SLABAUGH ,  SUSAN  
Accounting Clerk
na		$51,555$0$435$0$51,990
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		70 % Schedule 19
Administration 		25 %
A
B
C 		SNYDER ,  JOYCE  
Field Office Secretary
na		$56,119$0$0$0$56,119
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		99 % Schedule 19
Administration 		0 %
A
B
C 		SPETZ ,  BEVERLY  
Field Representative
na		$100,875$0$12,869$0$113,744
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		TACKETT ,  JAMES  
Field Representative
na		$100,590$0$15,680$0$116,270
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		TALLEY ,  MOLLY  
Accounting Clerk
na		$54,393$0$65$0$54,458
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		65 % Schedule 19
Administration 		30 %
A
B
C 		TANNER ,  ANN  
Field Representative
na		$100,187$0$13,482$0$113,669
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		VERNELL ,  ANTHONY  
Regional Director
na		$124,780$0$16,289$0$141,069
I
Schedule 15
Representational Activities 		55 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		35 %
A
B
C 		WALL ,  JASPER  
Custodian
na		$52,713$0$466$0$53,179
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		WALLS ,  LIZ  
Field Representative
na		$100,029$0$13,568$0$113,597
I
Schedule 15
Representational Activities 		91 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		2 % Schedule 19
Administration 		2 %
A
B
C 		WASHINGTON ,  ANDRE  
Field Representative
na		$109,023$0$34,523$0$143,546
I
Schedule 15
Representational Activities 		88 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		WESTON ,  RANDY  
Dir of Pol Action
na		$137,190$0$26,823$0$164,013
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		75 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		15 %
A
B
C 		WOOLUM ,  PAM  
Field Office Secretary
na		$54,419$0$232$0$54,651
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		98 % Schedule 19
Administration 		1 %
A
B
C 		ADAM ,  MITCH  
Temp project worker
na		$1,725$0$0$0$1,725
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		ALHEIM ,  ELIZABET  
Phone banker
na		$3,396$0$0$0$3,396
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		100 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		BRUST ,  PEGGY  
Phone banker
na		$3,645$0$0$0$3,645
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		100 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		HAMPTON ,  JOHN  
Temp project worker
na		$3,210$0$0$0$3,210
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		HARRIS ,  SUSAN  
Member
na		$790$0$0$0$790
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		HOLDRIDGE ,  KAREN  
Activist
na		$9,017$0$1,272$0$10,289
I
Schedule 15
Representational Activities 		31 % Schedule 16
Political Activities and Lobbying 		37 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		32 % Schedule 19
Administration 		0 %
A
B
C 		MALONE ,  SANDRA  
Phone banker
na		$2,268$0$0$0$2,268
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		100 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		MAPES ,  MARSHA  
Phone banker
na		$4,653$0$0$0$4,653
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		100 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		MOBLEY ,  LYNDA  
Activist
na		$3,003$0$0$0$3,003
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		100 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		PERRY ,  CINDY  
Activist
na		$13,000$0$1,895$0$14,895
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		100 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$5,030$0$0$0$5,030
I Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		80 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		20 %
Total Employee Disbursements$5,217,926$0$674,723$0$5,892,649
Less Deductions    $0
Net Disbursements    $5,892,649
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 513-868

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 31,457 
Agency Fee Payers*2,504
Total Members/Fee Payers33,961 
*Agency Fee Payers are not considered members of the labor organization.
MEMBERS31,457Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 513-868

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$536,777
2. Named Payer Non-itemized Receipts$4,817
3. All Other Receipts$37,911
4. Total Receipts$579,505
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$40,000
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$22,940
6. Total Disbursements$62,940
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$62,941
2. Named Payee Non-itemized Disbursements$26,476
3. To Officers$10,673
4. To Employees$3,893,254
5. All Other Disbursements$92,137
6. Total Disbursements$4,085,481
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$538,890
2. Named Payee Non-itemized Disbursements$450,616
3. To Officers$2,201
4. To Employees$921,186
5. All Other Disbursements$119,386
6. Total Disbursements$2,032,279
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$927,779
2. Named Payee Non-itemized Disbursements$85,583
3. To Officers$33,366
4. To Employees$591,372
5. All Other Disbursements$41,907
6. Total Disbursements$1,680,007
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$124,417
2. Named Payee Non-itemized Disbursements$106,769
3. To Officers$189,919
4. To Employees$486,838
5. All Other Disbursements$21,813
6. Total Disbursements$929,756
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 513-868

Name and Address
(A)
AFSCME

1625 L St NW
Washington
DC
20036-0000
Type or Classification
(B)
National Labor Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$406,081
Total Non-Itemized Transactions with this Payee/Payer$3,395
Total of All Transactions with this Payee/Payer for This Schedule$409,476
Grant12/21/2016$78,500
Grant03/24/2017$78,500
Grant06/09/2017$78,500
Grant05/12/2017$150,000
Expense Reimbursement01/13/2017$20,581
Name and Address
(A)
Bureau of Workers Compensation
PO Box 15429

Columbus
OH
43215-0000
Type or Classification
(B)
Insurance Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,874
Total Non-Itemized Transactions with this Payee/Payer$363
Total of All Transactions with this Payee/Payer for This Schedule$16,237
Premium Rebate07/21/2017$15,874
Name and Address
(A)
General Motors Fleet

24 Camp Ave
Stamford
CT
06907-0000
Type or Classification
(B)
Auto Lease co.
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$12,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$12,000
Auto Lease Settlement11/04/2016$12,000
Name and Address
(A)
Higher Education Partners

101 Dyter St
Providence
RI
02903-0000
Type or Classification
(B)
Education Resource
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$32,300
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$32,300
Reimbursement of Education Program Expenses11/18/2016$8,300
Reimbursement of Education Program Expenses04/24/2017$24,000
Name and Address
(A)
OAPSE AFSCME Turn Around OH PAC

6805 Oak Creek Drive
Columbus
OH
43229-0000
Type or Classification
(B)
PAC
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$44,522
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$44,522
Reimburse in-kind donation05/25/2017$16,257
Reimburse in-kind donation12/15/2016$28,265
Name and Address
(A)
Pitney Bowes

1 Elmcroft Rd
Stamford
CT
06926-0000
Type or Classification
(B)
Postage
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,000
Total Non-Itemized Transactions with this Payee/Payer$1,059
Total of All Transactions with this Payee/Payer for This Schedule$7,059
Refund excess prepaid postage02/10/2017$6,000
Name and Address
(A)
US Skills LLC

101 High St
Jamestown
RI
02835-0000
Type or Classification
(B)
Education Resource
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$20,000
Reimbursement of Education Program Expenses07/07/2017$20,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 513-868

Name and Address
(A)
American Way Sales

913 Madison Ave
Toledo
OH
43624
Type or Classification
(B)
Merchandise
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$9,751
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$9,751
Merchandise11/10/2016$9,751
Name and Address
(A)
JVA Campaigns

240 N. 5th St. #360
Columbus
OH
43215
Type or Classification
(B)
Printing Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$21,158
Total Non-Itemized Transactions with this Payee/Payer$4,085
Total of All Transactions with this Payee/Payer for This Schedule$25,243
Applications12/14/2016$21,158
Name and Address
(A)
Lane, Alton & Horst, LLC

2 Miranova Pl Ste 220
Columbus
OH
43215
Type or Classification
(B)
Law Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$8,639
Total of All Transactions with this Payee/Payer for This Schedule$8,639
Name and Address
(A)
McNaughton Lane Consulting
PO Box 381

Mineral City
OH
44656
Type or Classification
(B)
Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$20,000
Consulting Services10/05/2016$5,000
Consulting Services11/10/2016$5,000
Consulting Services11/30/2016$5,000
Consulting Services01/04/2017$5,000
Name and Address
(A)
Paul F. Gerhart
PO Box 1249

Granby
CO
80446
Type or Classification
(B)
Arbitrator
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,332
Total Non-Itemized Transactions with this Payee/Payer$700
Total of All Transactions with this Payee/Payer for This Schedule$6,032
Arbitration10/05/2016$5,332
Name and Address
(A)
Robert G. Stein

265 W. Main St. Ste 102
Kent
OH
44240
Type or Classification
(B)
Arbitrator
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,700
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$6,700
Arbitration05/03/2017$6,700
Name and Address
(A)
West Payment Center
PO Box 6292

Carol Stream
IL
60197-6292
Type or Classification
(B)
Legal Research
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$13,052
Total of All Transactions with this Payee/Payer for This Schedule$13,052
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 513-868

Name and Address
(A)
America Votes

1155 Connecticut Ave NW
Washington
DC
20036
Type or Classification
(B)
Public Policy Advocacy Group
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$20,000
Contribution05/10/2017$20,000
Name and Address
(A)
American Roots

17 Westfield St
Portland
ME
04102-0000
Type or Classification
(B)
Merchandise supplier
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$31,732
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$31,732
Conference Merchandise08/25/2017$31,732
Name and Address
(A)
GM Financial Leasing

75 Remittance Dr Ste 1738
Chicago
IL
60675
Type or Classification
(B)
Auto lease co.
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,572
Total of All Transactions with this Payee/Payer for This Schedule$9,572
Name and Address
(A)
Hannah News Service

21 W Broad St
Columbus
OH
43215
Type or Classification
(B)
News Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,267
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,267
News Subscription01/11/2017$5,267
Name and Address
(A)
Hatch Strategies, LLC
315

Brinkhaven
OH
43006
Type or Classification
(B)
Consulting Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$53,905
Total of All Transactions with this Payee/Payer for This Schedule$53,905
Name and Address
(A)
JP Morgan Chase Bank NA

111 Polaris Pkwy
Columbus
OH
43240
Type or Classification
(B)
Bank
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$10,511
Total of All Transactions with this Payee/Payer for This Schedule$10,511
Name and Address
(A)
JVA Campaigns

240 N 5th St. #360
Columbus
OH
43215
Type or Classification
(B)
Printer
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,258
Total Non-Itemized Transactions with this Payee/Payer$1,095
Total of All Transactions with this Payee/Payer for This Schedule$16,353
Printing Services09/28/2016$15,258
Name and Address
(A)
OAPSE/AFSCME TURNAROUND OHIO PCE

6805 Oak Creek Drive
Columbus
OH
43229
Type or Classification
(B)
Political Contributing Entity
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$754,522
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$754,522
Contribution09/07/2016$100,000
Contribution10/10/2016$140,000
Contribution10/20/2016$50,000
Contribution10/27/2016$25,000
Contribution10/31/2016$50,000
Contribution12/14/2016$100,000
Contribution12/14/2016$28,265
Contribution03/22/2017$50,000
Contribution04/05/2017$50,000
Contribution05/25/2017$16,257
Contribution06/20/2017$20,000
Contribution06/21/2017$100,000
Contribution07/18/2017$25,000
Name and Address
(A)
Ohio AFL-CIO

350 E Broad ST
Columbus
OH
43215
Type or Classification
(B)
Labor Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Contribution10/09/2016$5,000
Name and Address
(A)
Samual Gresham

2491 Waterfall Ln
Columbus
OH
43209
Type or Classification
(B)
Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$10,500
Total of All Transactions with this Payee/Payer for This Schedule$10,500
Name and Address
(A)
Strategies Unlimited

988 Circle on the Green
Columbus
OH
43235
Type or Classification
(B)
Consulting Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$96,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$96,000
Consulting Services09/28/2016$8,000
Consulting Services10/25/2016$8,000
Consulting Services11/23/2016$8,000
Consulting Services12/21/2016$8,000
Consulting Services01/25/2017$8,000
Consulting Services02/22/2017$8,000
Consulting Services03/29/2017$8,000
Consulting Services04/26/2017$8,000
Consulting Services05/31/2017$8,000
Consulting Services06/28/2017$8,000
Consulting Services07/26/2017$8,000
Consulting Services08/23/2017$8,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 513-868

Name and Address
(A)
Innovation Ohio

35 E. Gay St.
Columbus
OH
43215
Type or Classification
(B)
Research Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$25,000
donation03/10/2017$25,000
Name and Address
(A)
Policy Matters Ohio

85 E. Gay St. #802
Columbus
OH
43215
Type or Classification
(B)
Research Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$15,000
donation05/31/2017$15,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 513-868

Name and Address
(A)
Advanced Business Properties, LLP

1675 Woodman Dr
Dayton
OH
45432
Type or Classification
(B)
Property Management Co.
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$10,000
Total of All Transactions with this Payee/Payer for This Schedule$10,000
Name and Address
(A)
AFSCME International

1625 L Street NW
Washington
DC
20036
Type or Classification
(B)
National Labor Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$18,048
Total Non-Itemized Transactions with this Payee/Payer$600
Total of All Transactions with this Payee/Payer for This Schedule$18,648
Surety Bond10/05/2016$18,048
Name and Address
(A)
American Electric Power
PO Box 24002

Canton
OH
44701-4002
Type or Classification
(B)
Electric Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$14,244
Total of All Transactions with this Payee/Payer for This Schedule$14,244
Name and Address
(A)
AT & T State
PO Box 5080

Carol Stream
IL
60197-5080
Type or Classification
(B)
Telephone Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$11,553
Total of All Transactions with this Payee/Payer for This Schedule$11,553
Name and Address
(A)
AT&T
PO Box 5019

Carol Stream
IL
60197-5019
Type or Classification
(B)
Telephone Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,977
Total of All Transactions with this Payee/Payer for This Schedule$5,977
Name and Address
(A)
AT&T Mobility
PO Box 6463

Carol Stream
IL
60197
Type or Classification
(B)
Cellular Phone Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$8,444
Total of All Transactions with this Payee/Payer for This Schedule$8,444
Name and Address
(A)
BDO USA, LLP
PO Box 642743

Pittsburgh
PA
15264
Type or Classification
(B)
Public Accounting Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$37,350
Total Non-Itemized Transactions with this Payee/Payer$4,200
Total of All Transactions with this Payee/Payer for This Schedule$41,550
Financial Audit Services11/02/2016$18,026
Financial Audit Services11/30/2016$10,374
Financial Audit Services06/06/2017$8,950
Name and Address
(A)
Cherotti Enterprises, Inc.

3380 Brecksville Rd #200
Richfield
OH
44286
Type or Classification
(B)
Management Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$40,120
Total Non-Itemized Transactions with this Payee/Payer$5,048
Total of All Transactions with this Payee/Payer for This Schedule$45,168
Rent09/28/2016$5,015
Rent11/02/2016$5,015
Rent11/23/2016$5,015
Rent12/21/2016$5,015
Rent01/25/2017$5,015
Rent02/22/2017$5,015
Rent03/29/2017$5,015
Rent04/26/2017$5,015
Name and Address
(A)
Fleet Services
PO Box 6293

Carol Stream
IL
60197-6293
Type or Classification
(B)
Auto Maintenance Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$7,689
Total of All Transactions with this Payee/Payer for This Schedule$7,689
Name and Address
(A)
Hilton Columbus / Polaris

8700 Lyra Drive
Columbus
OH
43240
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,762
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$10,762
Executive Board Meeting05/03/2017$10,762
Name and Address
(A)
Hocking Valley Bank
PO Box 4847

Athens
OH
45701
Type or Classification
(B)
Management Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$26,560
Total of All Transactions with this Payee/Payer for This Schedule$26,560
Name and Address
(A)
Indoff
PO Box 842808

Kansas City
MO
64184
Type or Classification
(B)
Office Supplies
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$42,444
Total of All Transactions with this Payee/Payer for This Schedule$42,444
Name and Address
(A)
JPMorgan Chase Bank

111 Polaris Pkwy
Columbus
OH
43240
Type or Classification
(B)
Bank
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$294,478
Total Non-Itemized Transactions with this Payee/Payer$16,817
Total of All Transactions with this Payee/Payer for This Schedule$311,295
Loan Payment01/17/2017$8,774
Loan Payment09/21/2016$8,994
Loan Payment10/19/2016$9,029
Loan Payment11/23/2016$9,056
Loan Payment12/21/2016$9,181
Loan Payment09/21/2016$14,783
Loan Payment10/16/2016$14,856
Loan Payment11/23/2016$14,882
Loan Payment12/21/2016$14,950
Loan Payment01/17/2017$14,982
Loan Payment02/15/2017$15,199
Loan Payment03/15/2017$15,286
Loan Payment04/19/2017$15,294
Loan Payment05/17/2017$15,352
Loan Payment06/14/2017$15,397
Loan Payment07/19/2017$15,463
Loan Payment08/16/2017$15,500
Loan Payment01/17/2017$25,000
Loan Payment01/17/2017$42,500
Name and Address
(A)
JVA Campaigns

240 N 5th St #360
Columbus
OH
43215
Type or Classification
(B)
Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,687
Total Non-Itemized Transactions with this Payee/Payer$13,357
Total of All Transactions with this Payee/Payer for This Schedule$20,044
Printing Svcs04/19/2017$6,687
Name and Address
(A)
Lane, Alton & Horst, LLC

2 Miranova Pl Ste 220
Columbus
OH
43215
Type or Classification
(B)
Law Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$13,890
Total of All Transactions with this Payee/Payer for This Schedule$13,890
Name and Address
(A)
Lynne McGraw

1479 Sedgefield Drive
New Albany
OH
43054
Type or Classification
(B)
staff
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$6,000
SERS Rally Day pass through funds to participants05/31/2017$6,000
Name and Address
(A)
Modern Office Methods

4747 Lake Forest Dr
Cincinnati
OH
45242
Type or Classification
(B)
Copier Equipment Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$67,747
Total of All Transactions with this Payee/Payer for This Schedule$67,747
Name and Address
(A)
Nationwide Property & Casualty
PO Box 742522

Cincinnati
OH
45274-2522
Type or Classification
(B)
Insurance Co.
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$82,235
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$82,235
Business and Auto Insurance12/07/2016$82,235
Name and Address
(A)
Neofunds by Neopost
PO Box 30193

Tampa
FL
33630-3193
Type or Classification
(B)
Postage
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$21,884
Total of All Transactions with this Payee/Payer for This Schedule$21,884
Name and Address
(A)
Paycor Payroll Services

644 Linn St. Suite #200
Cincinnati
OH
45203
Type or Classification
(B)
Payroll Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$8,816
Total of All Transactions with this Payee/Payer for This Schedule$8,816
Name and Address
(A)
PJ&J Real Estate

1910 Indian Wood Circle
Maumee
OH
43537
Type or Classification
(B)
Management Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$14,400
Total of All Transactions with this Payee/Payer for This Schedule$14,400
Name and Address
(A)
Precision New Media

395 E Broad St
Columbus
OH
43215
Type or Classification
(B)
Consulting Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$25,000
Total of All Transactions with this Payee/Payer for This Schedule$30,000
Consulting Services09/21/2016$5,000
Name and Address
(A)
Sheraton Hotel Columbus

75 E State St
Columbus
OH
43215
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$10,000
SERS Rally Day06/01/2017$10,000
Name and Address
(A)
STOR-ALL Westerville

6800 Oak Creek Dr
Columbus
OH
43229
Type or Classification
(B)
Storage Facility
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,393
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$7,393
Annual Storage Rent11/23/2016$7,393
Name and Address
(A)
Todd Rensi

1011 City Park Ave
Columbus
OH
43206
Type or Classification
(B)
Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$27,000
Total of All Transactions with this Payee/Payer for This Schedule$27,000
Name and Address
(A)
Union Insurance Group

303 W. Erie St.
Chicago
IL
60654
Type or Classification
(B)
Insurance Co.
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,817
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$20,817
Professional Liability Insurance02/08/2017$20,817
Name and Address
(A)
United Parcel Service
PO Box 7247-0244

Philadelphia
PA
19170-0001
Type or Classification
(B)
Parcel Delivery Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$7,300
Total of All Transactions with this Payee/Payer for This Schedule$7,300
Name and Address
(A)
Verizon Wireless
PO Box 25506

LeHIgh Valley
KY
18002
Type or Classification
(B)
Cellular Phone Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$26,979
Total of All Transactions with this Payee/Payer for This Schedule$26,979
Name and Address
(A)
Virtual Office Systems
PO Box 26941

Columbus
OH
43226
Type or Classification
(B)
Computer Systems Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$32,572
Total of All Transactions with this Payee/Payer for This Schedule$32,572
Name and Address
(A)
Vista Way Partners
PO Box 22986

Beachwood
OH
44122
Type or Classification
(B)
Property Management Co.
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$15,130
Total of All Transactions with this Payee/Payer for This Schedule$15,130
Name and Address
(A)
VMResources LLC

4771 Powderhorn Ln
Westerville
OH
43081
Type or Classification
(B)
Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$17,600
Total of All Transactions with this Payee/Payer for This Schedule$17,600
Name and Address
(A)
Windstream Western Reserve
PO Box 9001908

Louisville
KY
40290
Type or Classification
(B)
Phone Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,365
Total of All Transactions with this Payee/Payer for This Schedule$5,365
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 513-868

Name and Address
(A)
Andrea Pannell
PO Box 27164

Columbus
OH
43227
Type or Classification
(B)
Education Program Coach
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$7,800
Total of All Transactions with this Payee/Payer for This Schedule$7,800
Name and Address
(A)
Catia Carter

7 W 4th ST
The Plains
OH
45780
Type or Classification
(B)
Education Program Coach
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$7,889
Total of All Transactions with this Payee/Payer for This Schedule$7,889
Name and Address
(A)
D. Susan Harris

822 Sherman Ave NW
New Phildadelphia
OH
44663
Type or Classification
(B)
Education Program Coach
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$7,800
Total of All Transactions with this Payee/Payer for This Schedule$7,800
Name and Address
(A)
Hatch Strategies
PO Box 315

Brinkhaven
OH
43006
Type or Classification
(B)
Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$17,625
Total of All Transactions with this Payee/Payer for This Schedule$17,625
Name and Address
(A)
Hilton Cleveland

100 Lakeside Ave
Cleveland
OH
44114
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,917
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$10,917
AFL-CIO Convention10/05/2016$10,917
Name and Address
(A)
Hilton Columbus Downtown

401 N. High St
Columbus
OH
43215
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$10,000
Deposit for 2018 OAPSE Conf03/22/2017$5,000
Deposit for 2018 OAPSE Conf07/28/2017$5,000
Name and Address
(A)
Hilton Columbus Easton

3900 Chagrin Dr
Columbus
OH
43219
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$67,525
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$67,525
Executive Board Meeting09/28/2016$20,987
Executive Board Meeting12/07/2016$23,828
Executive Board Meeting06/06/2017$22,710
Name and Address
(A)
Hilton Columbus Polaris

8700 Lyra Drive
Columbus
OH
43240
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$19,372
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$19,372
Executive Board Meeting03/29/2017$19,372
Name and Address
(A)
JPMorgan Chase Bank NA

1177 Polaris Parkway
Columbus
OH
43240
Type or Classification
(B)
Bank
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$25,960
Total of All Transactions with this Payee/Payer for This Schedule$25,960
Name and Address
(A)
JVA Campaigns

240 N. 5th St. #360
Columbus
OH
43215
Type or Classification
(B)
Printing Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$16,603
Total Non-Itemized Transactions with this Payee/Payer$1,599
Total of All Transactions with this Payee/Payer for This Schedule$18,202
Printing Services12/14/2016$16,603
Name and Address
(A)
Margaret Denise Holler

650 W Market St
Lima
OH
45801
Type or Classification
(B)
Education Program Coach
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$7,896
Total of All Transactions with this Payee/Payer for This Schedule$7,896
Name and Address
(A)
Tracy Shull

26827 Lake Vue Dr #24
Perrysburg
OH
43551
Type or Classification
(B)
Education Program Coach
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$6,000
Total of All Transactions with this Payee/Payer for This Schedule$6,000
Name and Address
(A)
VMR Resources LLC

4771 Powderhorn Lane
Westerville
OH
43091
Type or Classification
(B)
Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$24,200
Total of All Transactions with this Payee/Payer for This Schedule$24,200
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 513-868

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$2,261,953
Dental InsuranceAetna U.S. Healthcare$91,088
Medical InsuranceMedical Mutual of Ohio$416,710
Medical InsuranceAFSCME Care Plan$938,376
401(K) Fiduciary BondCall Insurance Agency$280
Medical/Vision Expense ReimbursementsOAPSE Staff$61,898
401(K) Plan Third Party AdministrationPension Design Group$2,000
Life and Long Term Disability InsuranceUNUM$71,779
Long Term Care InsuranceUNUM$9,228
Pension AdministrationCuni, Rust & Strenk$300
401(K) Fiduciary Liability InsuranceUnion Insurance Group$1,768
Employer Contribution - Pension PlanAFSCME Pension Plan$668,526
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 513-868


Question 12: OAPSE's financial statements for the Fiscal Year ending 8/31/2017 have been audited by BDO USA, LLP. An unqualified opinion has been issued.

Question 15: All assets were acquired either by purchase or by capital lease. Disposals were either sold or, if obsolete or not in working order, thrown away.

Question 16: As of 8/31/2017, OAPSE had a $250,000 Line of Credit available with JP Morgan Chase Bank. The Lie of Credit bears interest at Prime + 1.75 percentage points, is due on demand, and is secured by all business assets and real property located at 6805 Oak Creek Dr, Columbus OH, 43229. At 8/31/2017, the outstanding balance was -0-.

Schedule 13, Row1:This category includes all individuals who have signed a membership application and joined the union.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)