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:
01-31-2025
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
089-072
2.
PERIOD COVERED
From
07/01/2021
Through
06/30/2022
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
LETTER CARRIERS, RURAL, IND
5. DESIGNATION (Local, Lodge, etc.)
STATE ASSOCIATION
6. DESIGNATION NBR
7. UNIT NAME (if any)
OHIO
8. MAILING ADDRESS (Type or print in capital
letters)
First Name
PENNY
Last Name
KOREN
P.O Box - Building and Room Number
Number and Street
104 CLAY RD SW
City
DELLROY
State
OH
ZIP Code + 4
446209757
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:
Tim A Barker
PRESIDENT
71. SIGNED:
Penny S Koren
TREASURER
Date:
Aug 14, 2022
Telephone
Number:
419-901-0900
Date:
Aug 14, 2022
Telephone
Number:
330-735-2727
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21
FILE NUMBER:
089-072
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?
$275,000
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?
Yes
19. What is the date of the labor
organization's next regular election of officers?
06/2023
20. How many members did the labor organization
have at the end of the reporting period?
4,424
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
216
per
4424
25
240
(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:
089-072
ASSETS
ASSETS
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash
$1,904,164
$1,990,421
23. Accounts Receivable
1
$0
$0
24. Loans Receivable
2
$0
$0
25. U.S. Treasury
Securities
$0
$0
26. Investments
5
$0
$0
27. Fixed Assets
6
$0
$0
28. Other Assets
7
$0
$0
29.
TOTAL ASSETS
$1,904,164
$1,990,421
LIABILITIES
LIABILITIES
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable
8
$0
$0
31. Loans Payable
9
$0
$0
32. Mortgages Payable
$0
$0
33. Other Liabilities
10
$37,290
$53,384
34. TOTAL
LIABILITIES
$37,290
$53,384
35. NET
ASSETS
$1,866,874
$1,937,037
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B -
RECEIPTS AND DISBURSEMENTS
FILE NUMBER:
089-072
CASH
RECEIPTS
SCH
AMOUNT
36. Dues and Agency Fees
$571,646
37. Per Capita Tax
$0
38. Fees, Fines,
Assessments, Work Permits
$0
39. Sale of Supplies
$0
40. Interest
$50,844
41. Dividends
$0
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
$0
47. From Members for
Disbursement on Their Behalf
$0
48. Other Receipts
14
$31,145
49. TOTAL RECEIPTS
$653,635
CASH DISBURSEMENTS
SCH
AMOUNT
50.
Representational Activities
15
$226,648
51.
Political Activities and Lobbying
16
$29,138
52.
Contributions, Gifts, and Grants
17
$5,120
53. General
Overhead
18
$192
54. Union
Administration
19
$242,747
55. Benefits
20
$0
56. Per
Capita Tax
$42,716
57. Strike
Benefits
$0
58. Fees,
Fines, Assessments, etc.
$0
59. Supplies
for Resale
$0
60. Purchase
of Investments and Fixed Assets
4
$0
61. Loans
Made
2
$0
62.
Repayment of Loans Obtained
9
$0
63. To
Affiliates of Funds Collected on Their Behalf
$0
64. On
Behalf of Individual Members
$0
65. Direct
Taxes
$20,817
66. Subtotal
$567,378
67.
Withholding Taxes and Payroll Deductions
67a. Total
Withheld
$58,134
67b. Less Total
Disbursed
$58,134
67c.
Total Withheld But Not Disbursed
68.
TOTAL DISBURSEMENTS
$567,378
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS
RECEIVABLE AGING SCHEDULE
FILE NUMBER:
089-072
Entity or Individual Name
(A)
Total Account Receivable
(B)
90-180 Days
Past Due
(C)
180+ Days
Past Due
(D)
Liquidated Account
Receivable
(E)
Total of all itemized
accounts receivable
$0
$0
$0
$0
Totals from all other
accounts receivable
Totals
(Total of Column (B) will be automatically entered in Item
23, Column(B))
$0
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS
RECEIVABLE
FILE NUMBER:
089-072
List below loans to officers, employees, or members which
at any time during the reporting period exceeded $250 and
list all loans to business enterprises regardless of amount.
(A)
Loans
Outstanding at
Start of Period
(B)
Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1)
Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not
listed above
Total of all lines
above
$0
$0
$0
$0
$0
Totals will be
automatically entered in...
Item 24
Column (A)
Item 61
Item 45
Item 69
with Explanation
Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF
INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
089-072
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:
089-072
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total
of all lines above
$0
$0
$0
Less Reinvestments
$0
(The
total from Net Purchases Line will be automatically
entered in Item 60.)
Net Purchases
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 -
INVESTMENTS
FILE NUMBER:
089-072
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:
089-072
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)
$0
$0
$0
$0
C. Automobiles
and
Other Vehicles
D. Office
Furniture
and Equipment
E.
Other Fixed Assets
F. Totals of Lines A through E
(Column(D) Total will be automatically entered in Item
27, Column(B))
$0
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER
ASSETS
FILE NUMBER:
089-072
Description
(A)
Book Value
(B)
Total
(Total will be automatically entered in Item 28, Column(B))
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS
PAYABLE AGING SCHEDULE
FILE NUMBER:
089-072
Entity or Individual Name
(A)
Total Account
Payable
(B)
90-180 Days
Past Due
(C)
180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable
$0
$0
$0
$0
Total from all other accounts payable
$0
$0
$0
$0
Totals
(Total for Column(B) will be automatically entered in Item
30, Column(D))
$0
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS
PAYABLE
FILE NUMBER:
089-072
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:
089-072
Description
(A)
Amount at End of Period
(B)
Total Other Liabilities
(Total will be automatically entered in Item 33, Column(D))
$53,384
PAYROLL LIABILITIES OF ACCRUED SICK LEAVE
$53,384
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL
OFFICERS AND DISBURSEMENTS TO OFFICERS
FILE NUMBER:
089-072
(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
TIMOTHY
,
BARKER
A PRESIDENT C
$19,949
$598
$3,856
$24,403
I
Schedule 15
Representational Activities
50
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
40
%
A
B
C
FUNDERBURGH
,
MARK
W PRESIDENT P
$12,084
$598
$3,532
$16,214
I
Schedule 15
Representational Activities
50
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
40
%
A
B
C
AITCHISON
,
MICHAEL
D VICE PRESIDENT C
$13,353
$598
$3,182
$17,133
I
Schedule 15
Representational Activities
50
%
Schedule 16
Political Activities and Lobbying
40
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
10
%
A
B
C
KOREN
,
PENNY
S SECRETARY-TREASURER C
$90,182
$3,600
$4,447
$98,229
I
Schedule 15
Representational Activities
10
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
80
%
A
B
C
HEATON
,
LISA
M COMMITTEEMAN C
$28,363
$598
$4,959
$33,920
I
Schedule 15
Representational Activities
50
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
40
%
A
B
C
HIRSCHFELD
,
JANNA
E COMMITTEEMAN P
$21,986
$598
$7,281
$29,865
I
Schedule 15
Representational Activities
50
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
40
%
A
B
C
DEDDEN
,
CARLA
B COMMITTEEMAN C
$15,678
$598
$3,127
$19,403
I
Schedule 15
Representational Activities
50
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
40
%
A
B
C
ACKER
,
NATHAN
A COMMITTEEMAN N
$316
$81
$397
I
Schedule 15
Representational Activities
50
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
40
%
A
B
C
SLAUGHTER
,
TERESA
A COMMITTEEMAN N
$316
$108
$424
I
Schedule 15
Representational Activities
50
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
40
%
Total Officer
Disbursements
$202,227
$7,188
$30,573
$0
$239,988
Less Deductions
$47,520
Net
Disbursements
$192,468
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 -
DISBURSEMENTS TO EMPLOYEES
FILE NUMBER:
089-072
(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
CROOKS
,
DOMINIC
J EDITOR OHRLCA
$806
$598
$203
$1,607
I
Schedule 15
Representational Activities
100
%
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
PITTS
,
BARBARA
L ORIENTATION PRESENTER OHRLCA
$14,568
$598
$4,230
$19,396
I
Schedule 15
Representational Activities
100
%
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
BOWER
,
JOYCE
A ORIENTATION PRESENTER OHRLCA
$6,814
$598
$234
$7,646
I
Schedule 15
Representational Activities
100
%
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
LEVENSKY
,
BRITTANY
M LEGISLATIVE OHRLCA
$4,578
$598
$1,544
$6,720
I
Schedule 15
Representational Activities
100
%
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
GARNER
,
DIANA
L LEGISLATIVE OHRLCA
$9,881
$598
$2,531
$13,010
I
Schedule 15
Representational Activities
100
%
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
TOTALS RECEIVED
BY EMPLOYEES MAKING $10,000 OR LESS
$12,276
$12,276
I
Schedule 15
Representational Activities
100
%
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
Total
Employee Disbursements
$48,923
$2,990
$8,742
$0
$60,655
Less
Deductions
$10,614
Net Disbursements
$50,041
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 -
MEMBERSHIP STATUS
FILE NUMBER:
089-072
Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members
(Total of all lines above)
4,424
Agency Fee Payers*
Total Members/Fee Payers
4,424
*Agency Fee Payers are
not considered members of the labor organization.
REGULAR RURAL CARRIERS
2,142
Yes
PTF RURAL CARRIERS
31
Yes
RELIEF RURAL CARRIERS
1,284
Yes
RETIRED RURAL CARRIERS
953
No
ASSOCIATE RURAL CARRIERS
4
No
ASSISTANT RURAL CARRIERS
10
Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE
- SCHEDULES 14 THROUGH 19
FILE NUMBER:
089-072
SCHEDULE 14 OTHER RECEIPTS
1. Named Payer
Itemized Receipts
$22,726
2. Named Payer
Non-itemized Receipts
$0
3. All Other Receipts
$8,419
4. Total
Receipts
$31,145
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
$5,120
6. Total
Disbursements
$5,120
SCHEDULE 15 REPRESENTATIONAL
ACTIVITIES
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$80,705
4. To Employees
$60,655
5. All Other
Disbursements
$85,288
6. Total
Disbursements
$226,648
SCHEDULE 18 GENERAL OVERHEAD
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
$192
6. Total
Disbursements
$192
SCHEDULE 16 POLITICAL
ACTIVITIES AND LOBBYING
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$29,138
4. To Employees
$0
5. All Other
Disbursements
$0
6. Total
Disbursements
$29,138
SCHEDULE 19 UNION
ADMINISTRATION
1. Named Payee
Itemized Disbursements
$112,600
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$130,147
4. To Employees
$0
5. All Other
Disbursements
$0
6. Total
Disbursements
$242,747
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER
RECEIPTS
FILE NUMBER:
089-072
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
Name and Address
(A)
RURAL CARRIERS AUTO AND HOME INSURANCE
800 SUPERIOR AVE E CLEVELAND OH 44114
Type or Classification
(B)
INSURANCE COMPANY
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$22,726
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$22,726
PROMOTING RAURAL CARRIER AUTO AND HOME INSURANCE
06/30/2022
$22,726
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 -
REPRESENTATIONAL ACTIVITIES
FILE NUMBER:
089-072
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 16 -
POLITICAL ACTIVITIES AND LOBBYING
FILE NUMBER
089-072
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 17 -
CONTRIBUTIONS, GIFTS & GRANTS
FILE NUMBER:
089-072
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:
089-072
Name and Address
(A)
-1
Type or Classification
(B)
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION
ADMINISTRATION
FILE NUMBER:
089-072
Name and Address
(A)
EMBASSY SUITES
5100 UPPER METRO PL DUBLIN OH 43817
Type or Classification
(B)
HOTEL AND CONVENTION CENTER
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$28,046
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$28,046
FALL CARRIER SEMINAR
10/28/2021
$28,046
Name and Address
(A)
HOLIDAY INN FAIRBORN
2800 PRESIDENTIAL DR FAIRBORN OH 45324
Type or Classification
(B)
HOTEL AND CONVENTION CENTER
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$41,903
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$41,903
STATE CONVENTION
06/23/2022
$41,903
Name and Address
(A)
QUADIENT USA 6813
CAROL STREAM IL 60197
Type or Classification
(B)
POSTAL METER AND POSTAGE SERVICE CO
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$8,163
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$8,163
POSTAGE ON METER
07/29/2021
$1,003
POSTAGE ON METER
08/31/2021
$1,003
POSTAGE ON METER
12/04/2021
$1,003
POSTAGE ON METER
04/01/2022
$1,003
POSTAGE ON METER
04/29/2022
$1,969
POSTAGE ON METER
05/07/2022
$2,182
Name and Address
(A)
YOUNGSTOWN LETTER SHOP
615 MERIDIAN RD YOUNGSTOWN OH 44509
Type or Classification
(B)
PRINTING SERVICE COMPANY
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$34,488
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$34,488
NEWSLETTER
08/01/2021
$6,247
NEWSLETTER
10/15/2021
$5,876
NEWSLETTER
01/05/2022
$7,763
NEWSLETTER
03/25/2022
$7,369
NEWSLETTER
04/30/2022
$7,233
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 -
BENEFITS
FILE NUMBER:
089-072
Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all
lines above (Total will be automatically entered in Item
55.)
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL
INFORMATION SUMMARY
FILE NUMBER:
089-072
Question 12: An audit of the books is done by CPA Curt Adams, 825 Canton Rd, Carrollton OH.
Question 18: Th Constitution has several constitution changes.Original Language
Article III Section 5. Dues.
A. Annual State Per Capita dues shall be defined as follows per membership classification plus the National per capita dues as defined in the National Constitution.
B. Regular Rural Carriers and Part-Time Flexible Carrier and Associate.
1. The per capita tax shall be $216.00 annually, for the State Association.
2. The State Association per capita tax shall be applied as follows: $206.00 will remain in the State
General Fund and $10.00 per regular carrier member to the appropriate District Secretary, at the time of closing the books (June 30th) based on the national report of the current year?s membership. To qualify for this remittance, the District must hold at least one meeting during the year to elect Officers and transact business. The District must submit the required reports to the State Secretary-Treasurer. Districts who do not meet the requirements forfeit the right to any money due them.
C. Leave Replacement Carriers (Substitutes, RCR, RCA, ARC and Auxiliary).
1. The per capita tax shall be $79.00 annually for the state association.
2. The state association per capita tax shall be applied as follows: $69.00 will remain in the state general fund and
$10.00 per relief carrier member to the appropriate district secretary, at the time of closing the books (June 30th) based on the national report of the current year?s membership. To qualify for this remittance, the District must hold at least one
meeting during the year to elect Officers and transact business. The District must submit the required reports to the State Secretary-Treasurer. Districts who do not meet the requirements forfeit the right to any money due them.
D. Retired Members. The per capita tax shall be $25.00 annually for the State Association, plus National per capita tax.
E. Associate Members. The per capita tax shall be $240.00 annually for the State Association, plus National per capita tax.
F. Retired Associate Members. The per capita tax shall be $216.00 annually or the State Association, plus National per capita tax.
G. All revenues received by the State Association shall be used as directed by the Executive Board with the following exception: No portion of the principal received from the Joe Kindler Estate shall be used by the Executive Board unless so authorized by a two-thirds (2/3) vote of the delegates seated at the Annual State Convention.
H. All revenues received by the Association from the Auto- Home Owner Insurance program shall be applied toward promoting the program within the State. Areas of promotion shall include, but not be limited to, the mileage and per diem of the State Officers to attend District or subordinate Meetings within the jurisdiction of the Ohio Rural Letter Carriers? Association as directed by the President for such meetings, the salary and expenses incurred by the Auto-Home Owner Insurance Representatives including National Delegate expenses as set forth in Article VII, Section 2 for the elected delegates, and for promotional advertisements in the State Publication.
Section 6. Family Plan
A. In addition to the above defined amounts, annual State Auxiliary Per Capita dues shall be design as follows, plus the National Auxiliary per capita dues as defined in the National Auxiliary Constitution.
B. Regular Rural Carriers; $5.00
C. Part-Time Flexible Rural Carriers; $5.00
D. Substitute Rural Carriers; $0.00
E. Rural Carrier Associates; $0.00
F. Rural Carrier Relief's; $0.00
G. Auxiliary Rural Carriers; $0.00
H. Retired Rural Carriers; $5.00
I. Assistant Rural Carriers; $0.00
These amounts shall be deducted pro-rata from NRLCA State Association dues by the NRLCA and remitted to the National Auxiliary quarterly. Those NRLCA members who have signed an authorization for deduction of dues and do not wish to participate in the Family Plan may request a refund of Auxiliary dues. Such refund request must be made in writing to the NRLCA Secretary-Treasurer no more than twenty (20) days and not less than ten (10) days prior to the beginning of each NRLCA fiscal year.
New Language
Article III Section 5. Dues.
Annual State Per Capita dues shall be defined as follows per membership classification plus the National per capita dues as defined in the National Constitution.
A. Regular Rural Carriers and Part-Time Flexible Carrier $216.00.
B. Leave Replacement Carriers (Substitutes, RCR, RCA, ARC and Auxiliary) - $79.00
C. Retired Members - $25.00
D. Associate Members - $240.00
E. Retired Associate - $216.00
F. All revenues received by the State Association shall be used as directed by the Executive Board with the following exception: No portion of the principal received from the Joe Kindler Estate shall be used by the Executive Board unless so authorized by a two-thirds (2/3) vote of the delegates seated at the Annual State Convention.
G. All revenues received by the Association from the Auto-Home Owner Insurance program shall be applied toward promoting the program within the State. Areas of promotion shall include, but not be limited to, the mileage and per diem of the State Officers to attend District or subordinate Meetings within the jurisdiction of the Ohio Rural Letter Carriers? Association as directed by the President for such meetings, the salary and expenses incurred
by the Auto-Home Owner Insurance Representatives including National Delegate expenses as set forth in Article VII, Section 2 for the elected delegates, and for promotional advertisements in the State Publication.
Section 6. District Unit Dues Per Capita.
From the State identified dues amounts listed for each membership classification, each organized District Unit shall receive per capita amount of $10.00 per Regular, Part Time Flexible, and Relief Carrier. The amount paid to each District Unit will be based upon the National Members posted as of the fiscal year ending, June 30th. To qualify for this remittance, the District Officers must attend the State Provided District Officers Training. The District Unit must hold at least one meeting during the year to elect Officers and transact business. The District Unit must submit the required reports to the State Secretary-Treasurer. District Units who do not meet the requirements forfeit the right to the capita dues due them.
Section 7. Family Plan
In addition to the above defined amounts, annual State Auxiliary Per Capita dues shall be designed as follows, plus the National Auxiliary per capita dues as defined in the National Auxiliary Constitution.
A. Regular and PTF Carriers; $5.00
B. (Substitutes, RCA, RCR, Auxiliary and ARC) Rural Carriers; $0.00
C. Retired Rural Carriers; $5.00
D. Assistant Rural Carriers; $0.00
These amounts shall be deducted pro-rata from NRLCA State Association dues by the NRLCA and remitted to the National Auxiliary quarterly.
Those members who have signed an authorization for deduction of dues Form 1187 and those who have paid by cash and do not wish to participate in the Family Plan may request a refund of Auxiliary dues. Such refund request must be made in writing to the NRLCA Secretary-Treasurer no more than twenty (20) days and not less than ten (10) days prior to the beginning of each NRLCA fiscal year. This refund request will stay in effect each year until the member notifies the NRLCA Secretary-Treasurer otherwise.
Original Language:
ARTICLE V Section 2.
C. The Secretary-Treasurer shall be a full-time position. The Secretary-Treasurer shall keep a correct journal of all the proceedings of this Association and of the Executive Board; read, or cause to be read, the journal of all Executive Board meetings; file and preserve all books, papers, and documents belonging to said Association and conduct its correspondence under the direction of the President. The Secretary-Treasurer shall keep a record of the name, number, and location of each Subordinate Association and shall require the secretary of each county or other subordinate association, to furnish such information as is necessary to maintain an accurate and complete roster of all regular and retired carriers in Ohio, together with their mail addresses and such other information as may be advisable for a complete record. The Secretary-Treasurer shall keep a correct financial account between this Association and the
Subordinate Associations: receive all moneys due this Association and receipt for the same, depositing them promptly, have printed such official stationery and blanks as may be necessary and issue checks for payments of such printing, for Social Security Tax and for expense of printing the "Ohio Rural Carrier" without the approval of the Executive Board. At each annual meeting the Secretary-Treasurer shall furnish a full report, in writing, of all business transactions during the year and at the expiration of the term of office, or when called upon by the Executive Board, deliver to this Association or successor in office, all property belonging to this Association. The Secretary-Treasurer may, with the President?s approval, select an assistant to aid during the annual meeting. Also, the Secretary-Treasurer have custody of the seal of the State Association and shall attach and affix the same to all warrants and charters issued by the authority of the President of the Executive Board of this Association. The Secretary-Treasurer shall have the Constitution and By-laws printed and shall furnish them to all members; shall close the books and make a final report to the Association before the final adjournment each year; keep a complete list of all members of this Association; furnish a complete financial and membership statement to the Official Organ for publication not later than thirty days after each annual meeting. Before entering upon the duties of office, the officer shall furnish, at the expense of the Association, a satisfactory bond in
the sum of $1,000.00 and shall be protected by an indemnity bond sufficient to secure the Association against any loss caused by theft or bank failure. The Secretary-Treasurer, with the approval of the Executive Board, shall employ an accounting firm for a quarterly review of the Association financial records. This firm may also be employed to complete the required government reports.
New Language:
ARTICLE V C. The Secretary-Treasurer shall be a full-time position. The Secretary-Treasurer shall keep a correct journal of all the proceedings of this Association and of the Executive Board; read, or cause to be read, the journal of all Executive Board meetings; file and preserve all books, papers, and documents belonging to said Association and conduct its correspondence under the direction of the President. The Secretary-Treasurer shall keep a record of the name, number, and location of each Subordinate Association and shall require the
secretary of each county or other subordinate association, to furnish such information as is necessary to maintain an accurate and complete roster of all regular and retired carriers in Ohio, together with their mail addresses and such other information as may be advisable for a complete record. The Secretary-Treasurer shall keep a correct financial account between this Association and the Subordinate Associations: receive all moneys due this Association and receipt for the same, depositing them promptly, have printed such official stationery and blanks as may be necessary and issue checks for payments of such printing, for Social Security Tax and for expense of printing the "Ohio Rural Carrier" without the approval of the Executive Board. At each annual meeting the Secretary-Treasurer shall furnish a full report, in writing, of all business transactions during the year and at the expiration of the term of office, or when called upon by the Executive Board, deliver to this Association or successor in office, all property belonging to this Association. The Secretary-Treasurer may, with the President?s approval, select an assistant from the executive board. Also, the Secretary-Treasurer have custody of the seal of the State Association and shall attach and affix the same to all warrants and charters issued by the authority of the President of the Executive Board of this Association. The Secretary-Treasurer shall have the Constitution and By-laws printed and shall furnish them to all members; shall close the books and make a final report to the Association before the final adjournment each year; keep a complete list of all members of this Association; furnish a complete financial and membership statement to the Official Organ for publication not later than thirty days after each annual meeting. Before entering upon the duties of office, the officer shall furnish, at the expense of the Association, a satisfactory bond in the sum of $1,000.00 and shall be protected by an indemnity bond sufficient to secure the Association against any loss caused by theft or bank failure. The Secretary-Treasurer, with the approval of the Executive Board, shall employ an accounting firm for a quarterly review of the Association financial records. This firm may also be employed to complete the required government reports.
Original Language
ARTICLE V Section 2
G. Each Committee-person shall receive a salary of $300.00 per year.
New Language:
ARTICLE V Section 2
G. Each Committee person shall receive a salary of $600.00 per year.
ARTICLE V Section 6 D
PRESENT LANGUAGE:
No Language
New Language:
ARTICLE V Section 6
D. The President may appoint a Provident Guild Representative, New Hire Orientation Representatives and Career Carrier Conversion Presenters.
Original Language
ARTICLE VI Section 2
A. The method of selection of the location of the annual State Convention shall be as follows: The location to be rotated among 5 areas of the state divided as follows:
1. Area 1 consisting of Districts 1, 2, and 8.
2. Area 2 consisting of Districts 3, 4, and 6.
3. Area 3 consisting of Districts 5, 11, and 12.
4. Area 4 consisting of Districts 7 and 10.
5. Area 5 consisting of Districts 9, 13, and 14.
B. The Executive Board is to provide to the Time and Place Committee the guidelines a proposed hosting city must meet to be considered. The change is effective with the 1993 State Convention, starting with Area 1.
C. The Association shall vote on a location and the top two selections be proposed to the Board to negotiate and select the one that best meets our requirements and is the most cost effective for holding the Convention. This change is to be effective with the vote on the 2007 Time and Place selection.
New Language
Article VI Section 2
A. The method of selection of the location of the annual State Convention shall be as follows: The location to be rotated among 5 areas of the state divided as follows:
1. Area 1 consisting of Districts 1, 2, and 8.
2. Area 2 consisting of Districts 3, 4, and 6.
3. Area 3 consisting of Districts 5, 11, and 12.
4. Area 4 consisting of Districts 7 and 10.
5. Area 5 consisting of Districts 9, 13, and 14.
B. The Executive Board is to provide to the Time and Place Committee the guidelines a proposed hosting city must meet to be considered.
C. The Association shall vote on a location and the top two selections be proposed to the Board to negotiate and select the one that best meets our requirements and is the most cost effective for holding the Convention.
Original Language
ARTICLE VI Section 3
C. Quota. Each District Association shall be entitled to one delegate for each seven (7) members or major fraction thereof. All delegates must have submitted their credentials to the Credentials Committee by the close of business on the second day of the
Convention.
New Language:
C. Quota. Each District Association shall be entitled to one delegate for each seven (7) members or major fraction thereof. All delegates must have submitted their credentials and/or state provided photo identification to the Credentials Committee by the close of business on the second day of the Convention.
Original Language
ARTICLE VI Section 3G
G. The State Association will compensate $100.00 per day to each District Delegate (effective 2019) for each business session day attended during the OHRLCA State Convention.
New Language:
G. The State Association will compensate $100.00 per day to each District Delegate (effective 2019) for each entire business session day attended during the OHRLCA State Convention.
Original Language:
Article VII C. Elections
6. Any candidate or designee may observe the ballot tabulation. In reporting the results of the election, the candidates shall be placed on a roster in the order of votes received. The number of delegates to which the state is entitled shall be declared regular delegates; the remaining candidates shall be declared alternates.
New Language:
Article VII C. Elections
6. Any candidate or designee may observe the ballot tabulation. In reporting the results of the election, the candidates shall be placed on a roster in the order of votes received. The number of delegates to which the state is entitled shall be declared regular delegates; the remaining candidates shall be declared alternates. Ties will be broken by a random drawing of those candidates involved, by the election committee, prior to the final report being given.
Original language:
ARTICLE IX Section 2 C
C. Member of the Year Committee. The Chairman shall receive from the membership all members who have been nominated for the award. The nominees must be received prior to the start of the first day of the State Convention. The Chairman shall bring forward all nominated members to be presented and voted on by the state delegation members present at the state Convention. The nomination form shall be read to the delegation and the reasoning for the nomination be presented to the members for consideration of the prestigious award.
New Language:
C. Outstanding Member of the Year Committee.
The Chairman shall receive letters of nomination from the membership. The nomination letters must have the name and achievements of the member nominated for the award. The nomination letters must be received by the date on the published announcement. The Chairman will read the letters of nomination to the convention body The convention delegates will vote for the member to receive this prestigious award.
Original Language:
ARTICLE VII Section 2
Compensation of State-Paid National Delegates. This State Association at each annual meeting shall determine the number of National Delegates, within its quota, for that year, plus two (2) alternate delegates in the order of votes received, and shall make provisions for their expenses as follows: Delegates and the two (2) alternates delegates (not including Delegate-at-large and National paid) attending the National Convention shall be paid mileage from Columbus, Ohio to the National Convention city, not to exceed 1500 miles, at the rate twice the current IRS allowed rate for one way travel by the most direct route over Federal State Highways, as determined by the State Board. Per Diem shall also be paid at the rate of $225.00 per day for five (5) days. A delegate may be excused by the chairperson of the delegation to attend committee meetings or other business pertaining to the National Convention to which they may be assigned. Those delegates determined to be alternates at the State Convention who are changed to regular delegates at the National Convention, shall receive a prorated allowance for each half day they attend the National Convention session, provided they are in attendance at the Tuesday afternoon session. The next five (5) registered alternates not being compensated by mileage and per diem that attend all four (4) sessions at the National Convention will be compensated $100 per day by the State Association. The five (5) alternates will be determined by their order of votes on the OHRLCA National Delegate election result list.
Proposed Language:
Compensation of State-Paid National Delegates. This State Association at each annual meeting shall determine the number of National Delegates, within its quota, for that year, plus two (2) alternate delegates in the order of votes received, and shall make provisions for their expenses as follows: Delegates and the two (2) alternates delegates (not including Delegate-at-large and National paid) attending the National Convention shall be paid mileage from Columbus, Ohio to the National Convention city, not to exceed 1500 miles, at the rate twice the current IRS allowed rate for one way travel by the most direct route over Federal State Highways, as determined by the State Board Per Diem also be paid at the rate of $225.00 $250.00 pay per day for five (5) days. A delegate may be excused by the chairperson of the delegation to attend committee meetings or other business pertaining to the National Convention to which they may be assigned. Those delegates determined to be alternates at the State Convention who are changed to regular delegates at the National Convention, shall receive a prorated allowance for each half day they attend the National Convention session, provided they attend the Tuesday afternoon session. The next five (5) registered alternates not being compensated by mileage and per diem that attend all four (4) sessions at the National Convention will be compensated $100 per day by the State Association. The five (5) alternates will be determined by their order of votes on the OHRLCA National Delegate election result list.
Schedule 13, Row1:
Schedule 13, Row1::REGULAR RURAL CARRIERS ARE MEMBERS WHO ARE EMPLOYED BY THE UNITED STATE POSTAL SERVICE FULL TIME. THEY PAY $216 PER YEAR STATE DUES AND HAVE VOTING RIGHTS
Schedule 13, Row1:
Schedule 13, Row1:
Schedule 13, Row2:
Schedule 13, Row2:PTF RURAL CARRIERS ARE MEMBERS WHO ARE EMPLOYED BY THE UNITED STATE POSTAL SERVICE PART TIME AND ARE GUARANTEED AT LEAST 16 HOURS OF WORK EACH WEEK. THEY PAY $216 PER YEAR STATE DUES AND HAVE VOTING RIGHTS.
Schedule 13, Row2:
Schedule 13, Row2:
Schedule 13, Row3:
Schedule 13, Row3::RELIEF RURAL CARRIERS ARE MEMBERS WHO ARE EMPLOYED BY THE UNITED STATE POSTAL SERVICE PART TIME. THEY PAY $79 PER YEAR STATE DUES. THEY HAVE VOTING RIGHTS.
Schedule 13, Row3:
Schedule 13, Row3:
Schedule 13, Row6:
Schedule 13, Row6:
Schedule 13, Row4:
Schedule 13, Row4::RETIRED RURAL CARRIERS ARE MEMBERS WHO ARE RETIRED FROM THE UNITED STATES POSTAL SERVICE. THEY PAY $25 PER YEAR DUES. THEY HAVE VOTING RIGHT EXCEPT FOR A NATIONAL AGREEMENT RATIFICATION.
Schedule 13, Row4:
Schedule 13, Row4::
Schedule 13, Row5:
Schedule 13, Row5::ASSOCIATE RURAL CARRIERS ARE MEMBERS WHO ARE FORMER RURAL CARRIERS THAT BECAME MANAGERS FOR THE UNITED STATE POSTAL SERVICE. THEY PAY $240 PER YEAR DUES. THEY DO NOT HAVE VOTING RIGHTS.
Schedule 13, Row5:
Schedule 13, Row5::
Schedule 13, Row6:
Schedule 13, Row6::ASSISTANT RURAL CARRIERS ARE MEMBERS WHO ARE EMPLOYED BY THE UNITED STATES POSTAL SERVICE TO WORK SATURDAY AND SUNDAYS ONLY. THEY PAY $79 PER YEAR STATE DUES. THEY HAVE VOTING RIGHTS.