040-094 (LM2) 06/30/2020

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: 09-30-2021

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
040-094

2. PERIOD COVERED
From	07/01/2019
Through	06/30/2020

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 ASSOCIATION	6. DESIGNATION NBR
7. UNIT NAME (if any) OHIO NURSES ASSOCIATION -- OH 5903

8. MAILING ADDRESS (Type or print in capital letters)
First Name LISA	Last Name OCHS
P.O Box - Building and Room Number
Number and Street 3760 RIDGE MILL DR.
City HILLIARD
State OH	ZIP Code + 4 43026

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:

Deborah L Arms

PRESIDENT

71. SIGNED:

Annie Bowen

TREASURER

Date:

Sep 28, 2020

Telephone Number:

614-774-4079

Date:

Sep 28, 2020

Telephone Number:

614-282-1651

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

ITEMS 10 THROUGH 21

FILE NUMBER: 040-094

10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?	Yes
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?	Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?	No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?	Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)	No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?	$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?	10/2021

20. How many members did the labor organization have at the end of the reporting period?

10,410

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	Range	per	Year	491.01	634.22
(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: 040-094

ASSETS

ASSETS	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
22. Cash		$1,147,905	$890,989
23. Accounts Receivable	1	$202,489	$248,377
24. Loans Receivable	2	$0	$0
25. U.S. Treasury Securities		$0	$0
26. Investments	5	$1,460,176	$1,558,078
27. Fixed Assets	6	$1,457,037	$1,351,491
28. Other Assets	7	$70,223	$93,415
29. TOTAL ASSETS		$4,337,830	$4,142,350

LIABILITIES

LIABILITIES	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
30. Accounts Payable	8	$106,095	$92,252
31. Loans Payable	9		$0
32. Mortgages Payable		$0	$0
33. Other Liabilities	10	$601,384	$630,729
34. TOTAL LIABILITIES		$707,479	$722,981

35. NET ASSETS

$3,630,351

$3,419,369

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

STATEMENT B - RECEIPTS AND DISBURSEMENTS

FILE NUMBER: 040-094

CASH RECEIPTS	SCH	AMOUNT
36. Dues and Agency Fees		$3,611,052
37. Per Capita Tax		$0
38. Fees, Fines, Assessments, Work Permits		$0
39. Sale of Supplies		$0
40. Interest		$269
41. Dividends		$98,999
42. Rents		$0
43. Sale of Investments and Fixed Assets	3	$0
44. Loans Obtained	9	$0
45. Repayments of Loans Made	2	$0
46. On Behalf of Affiliates for Transmittal to Them		$2,601,088
47. From Members for Disbursement on Their Behalf		$0
48. Other Receipts	14	$629,000
49. TOTAL RECEIPTS		$6,940,408

CASH DISBURSEMENTS		SCH	AMOUNT
50. Representational Activities		15	$1,020,118
51. Political Activities and Lobbying		16	$209,855
52. Contributions, Gifts, and Grants		17	$3,876
53. General Overhead		18	$2,406,599
54. Union Administration		19	$136,012
55. Benefits		20	$601,225
56. Per Capita Tax			$95,226
57. Strike Benefits			$0
58. Fees, Fines, Assessments, etc.			$0
59. Supplies for Resale			$0
60. Purchase of Investments and Fixed Assets		4	$47,835
61. Loans Made		2	$0
62. Repayment of Loans Obtained		9	$0
63. To Affiliates of Funds Collected on Their Behalf			$2,504,622
64. On Behalf of Individual Members			$0
65. Direct Taxes			$171,956

66. Subtotal			$7,197,324
67. Withholding Taxes and Payroll Deductions
67a. Total Withheld	$684,850
67b. Less Total Disbursed	$684,850
67c. Total Withheld But Not Disbursed
68. TOTAL DISBURSEMENTS			$7,197,324

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE

FILE NUMBER: 040-094

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	$248,377
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B))	$248,377	$0	$0	$0

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 2 - LOANS RECEIVABLE

FILE NUMBER: 040-094

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

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: 040-094

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	$0	$0	$0	$0

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

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 040-094

Description (if land or buildings, give location) (A)	Cost (B)	Book Value (C)	Cash Paid (D)
Total of all lines above	$47,835	$47,835	$47,835
Building	$17,313	$17,313	$17,313
Office Equipment	$18,482	$18,482	$18,482
Computer Software	$12,040	$12,040	$12,040

		Less Reinvestments	$0
(The total from Net Purchases Line will be automatically entered in Item 60.)		Net Purchases	$47,835

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 5 - INVESTMENTS

FILE NUMBER: 040-094

Description (A)	Amount (B)
Marketable Securities
A. Total Cost	$1,558,078
B. Total Book Value	$1,558,078
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.

PIMCO FUNDS PIMCO INCOME FD CLASS A	$552,443
PIMCO FDS PAC INVT MGM LOW DURATION FD CL A	$175,778
PIMCO FDS PAC INVT MGT SER STOCKSPLUS ABSOLUTE RET	$224,747
PIMCO FDS PAC INVT MGMT SER LOW DURATION INCOME FU	$106,216
PIMCO FUNDS RAE FUND A	$118,272

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))

$1,558,078

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 6 - FIXED ASSETS

FILE NUMBER: 040-094

Description (A)	Cost or Other Basis (B)	Total Depreciation or Amount Expensed (C)	Book Value (D)	Value (E)
A. Land (give location)	$0		$0	$0

B. Buildings (give location)
Building 1 : 3760 Ridge Mill Drive	$1,105,157	$56,775	$1,048,382	$1,400,000

C. Automobiles and Other Vehicles

D. Office Furniture and Equipment

$262,677

$122,386

$140,291

E. Other Fixed Assets

$432,954

$270,136

$162,818

F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B))

$1,800,788

$449,297

$1,351,491

$1,703,109

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 7 - OTHER ASSETS

FILE NUMBER: 040-094

Description (A)	Book Value (B)
Total (Total will be automatically entered in Item 28, Column(B))	$93,415
Prepaid Expenses	$93,415

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE

FILE NUMBER: 040-094

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	$92,252	$0	$0	$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D))	$92,252	$0	$0	$0

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 9 - LOANS PAYABLE

FILE NUMBER: 040-094

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: 040-094

Description (A)	Amount at End of Period (B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D))	$630,729
Accrued Payroll Expenses	$166,384
Payable to Affiliates	$318,595
Lease Obligations	$24,444
Other Liabilities	$121,306

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS

FILE NUMBER: 040-094

(A)
Name

(B)
Title

(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

BURGER , BRIAN
PRESIDENT
P

$1,600

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

MALBERTI , SHELLY
1ST VICE PRESIDENT
P

$263

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

TUCKER , JACINTA
2ND VICE PRESIDENT
C

$125

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

POWELL , JOYCE
SECRETARY
C

$346

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

TIMMONS , JANET
TREASURER
P

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

BALES , MARY
DIRECTOR
P

$23

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

FRYMYER , JESSICA
DIRECTOR
C

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

MARCENTILE , IRIS
DIRECTOR
C

$401

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

PORTER , JEANNETTE
DIRECTOR
P

$67

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

WEITZEL , ROBERT
DIRECTOR
C

$71

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

ANDERSON , PAULA
DIRECTOR
C

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

GARRETT , BENITHA
DIRECTOR
C

$108

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

SEVERINO , GINA
DIRECTOR
C

$449

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

WELCH , BARBARA
DIRECTOR
P

$465

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

RENNIGER , HOLLY
DIRECTOR
P

$462

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

ARMS , DEBORAH
PRESIDENT
N

$3,200

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

ROE , CAROL
1ST VICE PRESIDENT
N

$134

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

BOWEN , ANNIE
TREASURER
N

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

LUCAS , RICK
DIRECTOR
N

$1,716

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

21 %

Schedule 19
Administration

79 %

A
B
C

THOMAN , MICHELLE
DIRECTOR
N

$34

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

BURCHETT , JAMIE
DIRECTOR
N

$36

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

Total Officer Disbursements	$0	$4,800	$4,705	$0	$9,505
Less Deductions
Net Disbursements					$9,505

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES

FILE NUMBER: 040-094

(A)
Name

(B)
Title

(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

BAILEY , KRISTEN
LABOR REPRESENTATIVE
None

$80,355

$7,895

$88,250

Schedule 15
Representational Activities

91 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

9 %

Schedule 19
Administration

0 %

A
B
C

BENNETT , SHARON
EXECUTIVE ASSISTANT
None

$83,916

$32

$83,948

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

BUKOFFSKY , TIFFANY
DIRECTOR OF HEALTH POLICY
None

$104,673

$68

$104,741

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

83 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

17 %

Schedule 19
Administration

0 %

A
B
C

CARMACK , CAROLYN
LABOR REPRESENTATIVE
None

$81,206

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

20 %

Schedule 19
Administration

0 %

A
B
C

COUSINS , BOB
DEO LABOR REPRESENTATIVE
None

$148,804

$2,747

$151,551

Schedule 15
Representational Activities

55 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

35 %

Schedule 19
Administration

10 %

A
B
C

DONOVAN , MICHELLE
COMM AND DEVELOPMENT
None

$50,370

$462

$50,832

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

DOWDEN , DODIE
MEMBERSHIP ENGAGEMENT
None

$59,690

$135

$59,825

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

45 %

Schedule 19
Administration

55 %

A
B
C

DUGAN , DENNIS
LABOR REPRESENTATIVE
None

$80,048

$35

$80,083

Schedule 15
Representational Activities

88 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

12 %

Schedule 19
Administration

0 %

A
B
C

DZUBAK , JESSICA
DIR OF NURSE PRACTICE
None

$74,420

$358

$74,778

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

GEHRISCH , ALEX
MEMBERSHIP CONTROLLER
None

$41,941

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

HOMAN , HOLLY
DIR OF MARKETING & TECH
None

$94,408

$1,044

$95,452

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

HUMPHREYS , JAMES
ORGANIZER
None

$62,886

$5,469

$68,355

Schedule 15
Representational Activities

79 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

21 %

Schedule 19
Administration

0 %

A
B
C

KOPARDE , SANGITA
ORGANIZER
None

$61,670

$5,546

$67,216

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

20 %

Schedule 19
Administration

0 %

A
B
C

LEMERY , ANGELA
BUSINESS OFFICE ADMIN
None

$85,047

$361

$85,408

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

MARLOW , BRANDON
LABOR REPRESENTATIVE
None

$80,710

$7,429

$88,139

Schedule 15
Representational Activities

86 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

14 %

Schedule 19
Administration

0 %

A
B
C

MCCLELLAND , CATHY
FINANCE MANAGER
None

$70,741

$335

$71,076

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

MENDIOLA , DOMINIC
LABOR REPRESENTATIVE
None

$76,702

$6,829

$83,531

Schedule 15
Representational Activities

91 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

7 %

Schedule 19
Administration

2 %

A
B
C

MUELLER , ANNE
LABOR REPRESENTATIVE
None

$84,352

Schedule 15
Representational Activities

78 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

16 %

Schedule 19
Administration

6 %

A
B
C

OCHS , LISA
CEO
None

$101,436

$2,814

$104,250

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

RANSONE , ANNE
DEO OPERATIONS
None

$128,148

$135

$128,283

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

ROSSIO , AMY
NURSE PLANNER
None

$12,806

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

SCHWEITZER , KELLI
DIRECTOR OF CE
None

$105,043

$655

$105,698

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

SWEARINGEN , SANDI
CE SPECIALIST
None

$67,268

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

TURNER , BRITTANY
NURSE PLANNER
None

$32,754

$128

$32,882

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

WALKER , LISA
HEALTH POLICY SPECIALIST
None

$70,440

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

78 %

Schedule 17
Contributions

Schedule 18
General Overhead

22 %

Schedule 19
Administration

A
B
C

WOLFE , RACHEL
EXECUTIVE ASSISTANT
None

$75,205

Schedule 15
Representational Activities

86 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

14 %

Schedule 19
Administration

A
B
C

SMITH , ROBIN
MEMBERSHIP CONTROLLER
None

$83,084

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

15 %

Schedule 19
Administration

85 %

TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS

$6,284

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 %

Total Employee Disbursements	$2,104,407	$0	$42,477	$0	$2,146,884
Less Deductions
Net Disbursements					$2,146,884

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 13 - MEMBERSHIP STATUS

FILE NUMBER: 040-094

Category of Membership (A)	Number (B)	Voting Eligibility (C)
Members (Total of all lines above)	10,410
Agency Fee Payers*
Total Members/Fee Payers	10,410
*Agency Fee Payers are not considered members of the labor organization.
Members Full Rate 100%	9,019	Yes
Members Full Rate 50%	1,017	Yes
Members Full Rate 25%	374	Yes

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19

FILE NUMBER: 040-094

SCHEDULE 14 OTHER RECEIPTS
1. Named Payer Itemized Receipts	$57,904
2. Named Payer Non-itemized Receipts	$23,118
3. All Other Receipts	$547,978
4. Total Receipts	$629,000

SCHEDULE 17 CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements	$0
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$0
4. To Employees	$0
5. All Other Disbursements	$3,876
6. Total Disbursements	$3,876

SCHEDULE 15 REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements	$161,233
2. Named Payee Non-itemized Disbursements	$45,578
3. To Officers	$0
4. To Employees	$689,156
5. All Other Disbursements	$124,151
6. Total Disbursements	$1,020,118

SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee Itemized Disbursements	$443,211
2. Named Payee Non-itemized Disbursements	$282,850
3. To Officers	$8,149
4. To Employees	$1,190,439
5. All Other Disbursements	$481,950
6. Total Disbursements	$2,406,599

SCHEDULE 16 POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements	$60,000
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$0
4. To Employees	$141,878
5. All Other Disbursements	$7,977
6. Total Disbursements	$209,855

SCHEDULE 19 UNION ADMINISTRATION
1. Named Payee Itemized Disbursements	$0
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$1,356
4. To Employees	$125,412
5. All Other Disbursements	$9,244
6. Total Disbursements	$136,012

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 14 - OTHER RECEIPTS

FILE NUMBER: 040-094

Name and Address
(A)

American Federation of Teachers

55 New Jersey Avenue
Washington
DC
20001

Type or Classification
(B)

National Affiliate

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$46,404
Total Non-Itemized Transactions with this Payee/Payer		$23,118
Total of All Transactions with this Payee/Payer for This Schedule		$69,522
Legal Fees Reimbursement	06/16/2020	$31,753
Legal Fees Reimbursement	07/19/2019	$5,096
Reimbursement for Ads	10/10/2019	$9,555

Name and Address
(A)

AON Corporation

200 E. Randolph St.
Chicago
IL
60601

Type or Classification
(B)

Royalties

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,500
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$6,500
Royalties	07/19/2019	$6,500

Name and Address
(A)

California Casualty Management

1900 Almeda de las Pulga
San Mateo
CA
94403

Type or Classification
(B)

Royalties

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
Royalties	10/24/2019	$5,000

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES

FILE NUMBER: 040-094

Name and Address
(A)

Cloppert Latanick Sauter Attorney Washburn

225 East Broad Street
Columbus
OH

Type or Classification
(B)

Attorney

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$129,304
Total Non-Itemized Transactions with this Payee/Payer		$9,105
Total of All Transactions with this Payee/Payer for This Schedule		$138,409
Legal Fees	07/22/2019	$8,056
Legal Fees	08/09/2019	$15,664
Legal Fees	08/12/2019	$8,645
Legal Fees	09/13/2019	$6,816
Legal Fees	09/18/2019	$6,824
Legal Fees	10/09/2019	$7,344
Legal Fees	10/10/2019	$8,752
Legal Fees	11/20/2019	$5,656
Legal Fees	12/13/2019	$6,976
Legal Fees	01/16/2020	$5,587
Legal Fees	03/02/2020	$8,000
Legal Fees	03/13/2020	$13,264
Legal Fees	04/17/2020	$9,832
Legal Fees	06/11/2020	$9,504
Legal Fees	06/12/2020	$8,384

Name and Address
(A)

Enquirer Media
PO Box 677342

Dallas
TX
75267

Type or Classification
(B)

Advertising

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,205
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,205
Advertising	09/20/2019	$5,205

Name and Address
(A)

Jos. Berning

1850 Dalton Avenue
Cincinnati
OH
45214

Type or Classification
(B)

Printing

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,973
Total of All Transactions with this Payee/Payer for This Schedule		$5,973

Name and Address
(A)

Joseph A Harris PHD

267 Griggs Ave
Teaneck
NJ
07666

Type or Classification
(B)

Arbitration

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,300
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$6,300
Arbitration Services	02/19/2020	$6,300

Name and Address
(A)

Lamar Companies
PO Box 96030

Baton Rouge
LA
70896

Type or Classification
(B)

Advertising

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,925
Total Non-Itemized Transactions with this Payee/Payer		$2,855
Total of All Transactions with this Payee/Payer for This Schedule		$10,780
Advertising	05/19/2020	$7,925

Name and Address
(A)

Norton Outdoor Advertising
96030

Baton Rouge
LA
70896

Type or Classification
(B)

Advertising

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$7,850
Total of All Transactions with this Payee/Payer for This Schedule		$7,850

Name and Address
(A)

Patio Printing

6663 Huntley Rd
Columbus
OH
43229

Type or Classification
(B)

Printing

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$7,231
Total of All Transactions with this Payee/Payer for This Schedule		$7,231

Name and Address
(A)

Phone2Action Inc.

718 7th Street NW
Washington
DC
20001

Type or Classification
(B)

Communication

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$6,000
Communication Services	02/19/2020	$6,000

Name and Address
(A)

Thomson Reuters West
PO Box 6292

Carol Stream
IL
60197

Type or Classification
(B)

Professional Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$11,764
Total of All Transactions with this Payee/Payer for This Schedule		$11,764

Name and Address
(A)

William Heekin
PO Box 30466

Cincinnati
OH
45230

Type or Classification
(B)

Professional Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,499
Total Non-Itemized Transactions with this Payee/Payer		$800
Total of All Transactions with this Payee/Payer for This Schedule		$7,299
Arbitration Services	02/19/2020	$6,499

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING

FILE NUMBER 040-094

Name and Address
(A)

Government Advantage Group

17 South High St. Suite 750
Columbus
OH
43215

Type or Classification
(B)

Professional Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$60,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$60,000
Lobbying Consultant	07/15/2019	$5,000
Lobbying Consultant	09/03/2019	$5,000
Lobbying Consultant	09/27/2019	$5,000
Lobbying Consultant	11/04/2019	$5,000
Lobbying Consultant	11/22/2019	$5,000
Lobbying Consultant	01/08/2020	$5,000
Lobbying Consultant	02/06/2020	$5,000
Lobbying Consultant	03/02/2020	$5,000
Lobbying Consultant	04/07/2020	$5,000
Lobbying Consultant	04/28/2020	$5,000
Lobbying Consultant	05/28/2020	$5,000
Lobbying Consultant	06/25/2020	$5,000

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS

FILE NUMBER: 040-094

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 18 - GENERAL OVERHEAD

FILE NUMBER: 040-094

Name and Address
(A)

American Electric Power
PO Box 371496

Pittsburgh
PA
15250

Type or Classification
(B)

Utility

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$21,274
Total of All Transactions with this Payee/Payer for This Schedule		$21,274

Name and Address
(A)

Arthur L. Davis Publishing Agency, Inc
PO Box 216

Cedar Falls
IA
50613

Type or Classification
(B)

Publication

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$35,300
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$35,300
ONR Publication	09/27/2019	$14,300
ONR Publication	01/31/2020	$7,000
ONR Publication	04/28/2020	$7,000
ONR Publication	06/25/2020	$7,000

Name and Address
(A)

Association Technologies Inc.

470 W. Roosevelt Rd Ste 1
West Chicago
IL
60185

Type or Classification
(B)

Website Hosting

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,700
Total of All Transactions with this Payee/Payer for This Schedule		$5,700

Name and Address
(A)

Barkan Meizlish, LP

250 East Broad Street
Columbus
OH
43215

Type or Classification
(B)

Attorney

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$46,372
Total Non-Itemized Transactions with this Payee/Payer		$940
Total of All Transactions with this Payee/Payer for This Schedule		$47,312
Legal Services	04/14/2020	$14,500
Legal Services	05/19/2020	$14,987
Legal Services	06/25/2020	$16,885

Name and Address
(A)

Blue & Co

2712 Solution Center
Chicago
IL
60677

Type or Classification
(B)

Accounting Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,000
Total Non-Itemized Transactions with this Payee/Payer		$13,700
Total of All Transactions with this Payee/Payer for This Schedule		$23,700
Audit & Tax Services	09/26/2019	$10,000

Name and Address
(A)

CAM Approaches LLC
6545 S. Old 3C Hwy

Westerville
OH
43082

Type or Classification
(B)

Consultant

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$95,173
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$95,173
Interim CEO	08/22/2019	$20,000
Interim CEO	08/28/2019	$21,710
Interim CEO	08/29/2019	$5,625
Interim CEO	09/05/2019	$10,000
Interim CEO	10/04/2019	$10,000
Interim CEO	10/28/2019	$11,025
Interim CEO	11/27/2019	$16,813

Name and Address
(A)

Cloppert Latanick Sauter Attorney Washburn
225 East Broad Street

Columbus
OH
43215

Type or Classification
(B)

Attorney

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$15,048
Total of All Transactions with this Payee/Payer for This Schedule		$15,048

Name and Address
(A)

Easypermit Postage
PO Box 371874

Pittsburgh
PA
15250

Type or Classification
(B)

Postage

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$7,455
Total of All Transactions with this Payee/Payer for This Schedule		$7,455

Name and Address
(A)

Election-America

155 Mineola Blvd Suite 102
Mineola
NY
11501

Type or Classification
(B)

Electronics

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,130
Total Non-Itemized Transactions with this Payee/Payer		$1,710
Total of All Transactions with this Payee/Payer for This Schedule		$6,840
Convention	09/20/2019	$5,130

Name and Address
(A)

Electronic Commerce

1 City Blvd West #1850
Orange
CA
92868

Type or Classification
(B)

Merchant Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$17,436
Total of All Transactions with this Payee/Payer for This Schedule		$17,436

Name and Address
(A)

Extra Space

3929 Dublin Rd
Hilliard
OH
43026

Type or Classification
(B)

Storage Facilities

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$9,458
Total of All Transactions with this Payee/Payer for This Schedule		$9,458

Name and Address
(A)

Franklin County Treasurer

373 S. High Street
Columbus
OH
43215

Type or Classification
(B)

Real Estate Taxes

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$11,857
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$11,857
Real Estate Taxes	01/08/2020	$11,857

Name and Address
(A)

GM Leasing
PO Box 78143

Phoenix
AZ
85062

Type or Classification
(B)

Auto Lease

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,940
Total of All Transactions with this Payee/Payer for This Schedule		$5,940

Name and Address
(A)

Higher Logic
PO Box 645579

Pittsburgh
PA
15264

Type or Classification
(B)

Communications

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$55,503
Total Non-Itemized Transactions with this Payee/Payer		$6,628
Total of All Transactions with this Payee/Payer for This Schedule		$62,131
Software	07/10/2019	$29,203
Software	08/30/2019	$14,840
Software	09/13/2019	$11,460

Name and Address
(A)

Homewood Suites

3841 Park Mill Run Dr
Hilliard
OH
43026

Type or Classification
(B)

Hotel

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,616
Total of All Transactions with this Payee/Payer for This Schedule		$6,616

Name and Address
(A)

L&E Landscape Services
PO Box 1431

Westerville
OH
43086

Type or Classification
(B)

Landscaping Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$9,993
Total of All Transactions with this Payee/Payer for This Schedule		$9,993

Name and Address
(A)

Linda Aiken

2209 Lombard St
Philadelphia
PA
19146

Type or Classification
(B)

Speaker

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,000
Total Non-Itemized Transactions with this Payee/Payer		$530
Total of All Transactions with this Payee/Payer for This Schedule		$10,530
Speaker Fee at Convention	10/08/2019	$10,000

Name and Address
(A)

MailChimp

675 Ponce de Leon Ave NE
Atlanta
GA
30308

Type or Classification
(B)

Email Platform

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,595
Total of All Transactions with this Payee/Payer for This Schedule		$5,595

Name and Address
(A)

Milo's Catering
980 W. Broad Street
980
Columbus
OH

Type or Classification
(B)

Catering

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,143
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$7,143
Event	03/02/2020	$7,143

Name and Address
(A)

Motivators
123 Frost Street, Suite 204

Westbury
NY
11590

Type or Classification
(B)

Promotions

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,695
Total Non-Itemized Transactions with this Payee/Payer		$3,541
Total of All Transactions with this Payee/Payer for This Schedule		$10,236
Promotional Products	09/25/2019	$6,695

Name and Address
(A)

NetDocuments

Dept CH 19743
Palatine
IL
60055

Type or Classification
(B)

Document Storage

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$15,276
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$15,276
Document Storage	09/12/2019	$7,638
Document Storage	04/14/2020	$7,638

Name and Address
(A)

NimbleUser

1100 Pittsford Victor Road
Pittsford
NY
14534

Type or Classification
(B)

Membership Database

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$9,400
Total Non-Itemized Transactions with this Payee/Payer		$3,250
Total of All Transactions with this Payee/Payer for This Schedule		$12,650
Consulting	12/19/2019	$9,400

Name and Address
(A)

Patio Printing Printing
6663 Huntley Rd

Columbus
OH
43229

Type or Classification
(B)

Printing

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$10,707
Total of All Transactions with this Payee/Payer for This Schedule		$10,707

Name and Address
(A)

Pete Thompson
5024 Regional Place

Powell
OH
43065

Type or Classification
(B)

Consultant

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,335
Total Non-Itemized Transactions with this Payee/Payer		$23,645
Total of All Transactions with this Payee/Payer for This Schedule		$28,980
Accounting Services	10/15/2019	$5,335

Name and Address
(A)

Pitney Bowes Global Financial
PO Box 371887

Pittsburgh
PA
15250

Type or Classification
(B)

Postage Machine Lease

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,083
Total Non-Itemized Transactions with this Payee/Payer		$8,267
Total of All Transactions with this Payee/Payer for This Schedule		$14,350
Lease and Supplies	03/13/2020	$6,083

Name and Address
(A)

Pro OnCall Technologies
6902 Kemper Road

Cincinnati
OH
45249

Type or Classification
(B)

IT Consultant

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$17,065
Total of All Transactions with this Payee/Payer for This Schedule		$17,065

Name and Address
(A)

Quest Business Center

403 Benstone Ct.
Calhoun
CA
30701

Type or Classification
(B)

Meeting Space

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$19,913
Total Non-Itemized Transactions with this Payee/Payer		$1,000
Total of All Transactions with this Payee/Payer for This Schedule		$20,913
Event	07/24/2019	$7,169
Event	10/02/2019	$12,744

Name and Address
(A)

Shannon Mattern

1105 Harley Run Rd
Blacklick
OH
43004

Type or Classification
(B)

Consultant

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$30,000
Total of All Transactions with this Payee/Payer for This Schedule		$30,000

Name and Address
(A)

Slicktext

301 E. Second St. Suite 308
Jamestown
NY
14701

Type or Classification
(B)

Communications

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$8,925
Total of All Transactions with this Payee/Payer for This Schedule		$8,925

Name and Address
(A)

Time Warner Cable
PO Box 223085

Pittsburgh
PA
15251

Type or Classification
(B)

Internet Service Provider

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$12,596
Total of All Transactions with this Payee/Payer for This Schedule		$12,596

Name and Address
(A)

Verizon
PO Box 25505

Lehigh Valley
PA
18002

Type or Classification
(B)

Telecommunications

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$8,996
Total of All Transactions with this Payee/Payer for This Schedule		$8,996

Name and Address
(A)

Wayne McDearmon

3497 Binborok Road North
Columbus
OH
43227

Type or Classification
(B)

Janitor

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$24,331
Total of All Transactions with this Payee/Payer for This Schedule		$24,331

Name and Address
(A)

Westin Hotel
1850 Dalton Avenue
21 East 5th St.
Cincinnati
OH
45202

Type or Classification
(B)

Hotel

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$104,031
Total Non-Itemized Transactions with this Payee/Payer		$2,504
Total of All Transactions with this Payee/Payer for This Schedule		$106,535
Convention	10/07/2019	$95,084
Convention	11/15/2019	$8,947

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 19 - UNION ADMINISTRATION

FILE NUMBER: 040-094

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 20 - BENEFITS

FILE NUMBER: 040-094

Description (A)	To Whom Paid (B)	Amount (C)
Total of all lines above (Total will be automatically entered in Item 55.)		$601,225
401k Profit Sharing Plan	Charles Schwab	$34,856
401k Profit Sharing Plan	AEGON USA	$175,289
Employee Insurance	Principle Insurance	$24,423
Employee Insurance	TASC	$14,110
Employee Insurance	UnitedHealthcare	$348,484
Employee Insurance	Vision Service Plan	$4,063

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

69. ADDITIONAL INFORMATION SUMMARY

FILE NUMBER: 040-094

Question 10: Ohio Nurses Foundation (ONF) 3760 Ridge Mill Drive Hilliard, Ohio 43026

Question 11(a):

Question 11(a): Ohio Nurses Association Political Contributing Entity (ONA PCE) 3760 Ridge Mill Drive Hilliard, Ohio 43026

Question 12: Blue & Co. LLC Westerville, Ohio

Schedule 13, Row2:

Schedule 13, Row2:Members Full Rate 50%

Schedule 13, Row2:

Schedule 13, Row2:

Schedule 13, Row3:

Schedule 13, Row3:Members Full Rate 25%

Schedule 13, Row3:

Schedule 13, Row3:

Schedule 13, Row1:

Schedule 13, Row1:Members Full Rate 100%

Schedule 13, Row1:

Schedule 13, Row1:



Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)