055-034 (LM2) 12/31/2022
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
055-034
2. PERIOD COVERED
From01/01/2022
Through12/31/2022
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
STAGE AND PICTURE OPERATORS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
 6. DESIGNATION NBR
209
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name
LEYNA
 Last Name
HALLER
P.O Box - Building and Room Number
SUITE 109
Number and Street
19609 PURITAS AVENUE
City
CLEVELAND
State
OH		 ZIP Code + 4
44135


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:Daniel F JarrellPRESIDENT71. SIGNED:Leyna E HallerTREASURER
Date:Mar 23, 2023Telephone Number:216-621-9537Date:Mar 23, 2023Telephone Number:614-256-2960
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 055-034
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?No
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$300,000
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?11/2024
20. How many members did the labor organization have at the end of the reporting period?391
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees64perQuarterN/AN/A
(b) Working Dues/Fees4% of GrossperPayN/AN/A
(c) Initiation Fees1000perMBRN/AN/A
(d) Transfer FeesN/AperN/AN/AN/A
(e) Work PermitsN/AperN/AN/AN/A

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 055-034

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $732,602$225,590
23. Accounts Receivable1$6,159$26,928
24. Loans Receivable2$0
25. U.S. Treasury Securities $0$0
26. Investments5$1,230,833$1,617,013
27. Fixed Assets6$0
28. Other Assets7$1,303
29. TOTAL ASSETS $1,969,594$1,870,834

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$5,390$0
31. Loans Payable9
32. Mortgages Payable $0$0
33. Other Liabilities10$2,190$4,507
34. TOTAL LIABILITIES $7,580$4,507
35. NET ASSETS$1,962,014$1,866,327
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 055-034

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $541,183
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $4,200
39. Sale of Supplies $0
40. Interest $463
41. Dividends $1,948
42. Rents $0
43. Sale of Investments and Fixed Assets3$283,964
44. Loans Obtained9
45. Repayments of Loans Made2
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$0
49. TOTAL RECEIPTS $831,758
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$35,476
51. Political Activities and Lobbying16$3,735
52. Contributions, Gifts, and Grants17$23,123
53. General Overhead18$113,458
54. Union Administration19$86,746
55. Benefits20$58,737
56. Per Capita Tax $147,220
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $13,296
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$849,614
61. Loans Made2
62. Repayment of Loans Obtained9
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $0
65. Direct Taxes $9,685
  
66. Subtotal $1,341,090
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$27,021  
  67b. Less Total Disbursed$24,701  
  67c. Total Withheld But Not Disbursed $2,320
68. TOTAL DISBURSEMENTS $1,338,770
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 055-034

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$26,928$0$0$6,691
Totals from all other accounts receivable    
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $26,928$0$0$6,691
Member Dues Receivable $26,928
Increase to the reserve for uncollectible dues$0$0$0$6,691
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 055-034

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: 055-034

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$280,735$283,964$283,964$283,964
Vanguard Intl Growth (VWIGX)$28,879$34,976$34,976$34,976
Vanguard Total Bond (BND)$35,902$34,268$34,268$34,268
Vanguard Intl Growth (VWIGX)$23,583$32,903$32,903$32,903
Select Sector Technolog (XLK)$66,722$71,635$71,635$71,635
Ishares Trust Core (AGG)$69,578$62,163$62,163$62,163
Invesco DB Commodty Indx Track Unit (DBC)$56,071$48,019$48,019$48,019
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$283,964
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 055-034

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$849,614$849,614$849,614
SPDR S&P 500 ETF (SPY)$125,051$125,051$125,051
S&P500 EQL WGT ETF (RSP)$70,500$70,500$70,500
Invesco DB Commodty Indx Track Unit (DBC)$56,071$56,071$56,071
Vanguard High Div Yld ETF (VYM)$132,270$132,270$132,270
AT & T (T)$69,888$69,888$69,888
Microsoft Corp Com (MSFT)$104,735$104,735$104,735
U.S. Treasury $291,099$291,099$291,099
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$849,614
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 055-034

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost$0
B. Total Book Value$1,617,013
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • US Treasury Bills and Notes
$291,589
  • SPDR S&P 500 ETF (SPY)
$177,305
  • S&P500 EQL WGT ETF (RSP)
$143,561
  • Microsoft Corp Com (MSFT)
$96,308
  • Vanguard MCAP VL (VOE)
$96,842
  • Vanguard Small-Cap Value ETF (VBR)
$81,039
  • Vanguard High Div Yld ETF (VYM)
$132,033
Other Investments 
D. Total Cost$0
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)) $1,617,013
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 055-034

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: 055-034

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $1,303
Prepaid rent $1,303
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 055-034

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: 055-034

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: 055-034

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $4,507
Accrued expenses $4,507
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 055-034

(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 		Jarrell ,  Daniel  
President
C		$5,385$5,385
I
Schedule 15
Representational Activities 		60 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		Schedule 18
General Overhead 		20 % Schedule 19
Administration 		10 %
A
B
C 		Butler ,  James  
Business Manager
C		$58,861$6,481$65,342
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		40 % Schedule 19
Administration 		40 %
A
B
C 		Haller ,  Leyna  
Secretary/Treasurer
N		$31,962$31,962
I
Schedule 15
Representational Activities 		60 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		Schedule 18
General Overhead 		20 % Schedule 19
Administration 		10 %
Total Officer Disbursements$96,208$0$6,481$0$102,689
Less Deductions     
Net Disbursements    $102,689
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 055-034

(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 		Novak ,  Kim  
Office Manager
N/A		$21,523$21,523
I
Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$0
I Schedule 15
Representational Activities 		Schedule 16
Political Activities and Lobbying 		Schedule 17
Contributions 		Schedule 18
General Overhead 		Schedule 19
Administration
Total Employee Disbursements$21,523$0$0$0$21,523
Less Deductions     
Net Disbursements    $21,523
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 055-034

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 391 
Agency Fee Payers*
Total Members/Fee Payers391 
*Agency Fee Payers are not considered members of the labor organization.
Members391Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 055-034

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$0
2. Named Payer Non-itemized Receipts$0
3. All Other Receipts
4. Total Receipts$0
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$15,000
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$8,123
6. Total Disbursements$23,123
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$35,476
4. To Employees$0
5. All Other Disbursements
6. Total Disbursements$35,476
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$23,942
3. To Officers$33,606
4. To Employees$0
5. All Other Disbursements$55,910
6. Total Disbursements$113,458
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$3,735
4. To Employees$0
5. All Other Disbursements
6. Total Disbursements$3,735
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$7,203
2. Named Payee Non-itemized Disbursements$0
3. To Officers$29,872
4. To Employees$21,523
5. All Other Disbursements$28,148
6. Total Disbursements$86,746
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 055-034

There was no data found for this schedule.

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 055-034

There was no data found for this schedule.

SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 055-034

There was no data found for this schedule.

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 055-034

Name and Address
(A)
Target

7000 Target Parkway North
Brooklyn Park
MN
55445
Type or Classification
(B)
Gift Cards
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$15,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$15,000
Gift Cards for All Members in Good Standing12/20/2022$15,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 055-034

Name and Address
(A)
Parkview Town Center

9565 Midwest Ave, Ste A
Garfield Hts
OH
44125
Type or Classification
(B)
Lessor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$17,902
Total of All Transactions with this Payee/Payer for This Schedule$17,902
Name and Address
(A)
The Marniella Group

21344 Moorewood
Rocky River
OH
44116
Type or Classification
(B)
Legal Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,040
Total of All Transactions with this Payee/Payer for This Schedule$6,040
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 055-034

Name and Address
(A)
IATSE Local No. 27

1422 Euclid Avenue, Suite 1
Cleveland
OH
44115
Type or Classification
(B)
Union Meeting
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,203
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$7,203
District Meeting 08/29/2022$7,203
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 055-034

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$58,737
Health and WelfareNational Benefit Funds $54,705
Pension and profit sharing Local 27 Pension and Profit Sharing $4,032
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 055-034


Question 11(a):

Question 11(a): : International Alliance of Theatrical Stage Employees Local 209 PAC Registration Number - LA1893

Question 12: Financial

Statement Review by outside accountant: Neitzel, Luke & Salopek, Inc.

Statement A,

Loans Receivable Begin Total: no loan receivable

Schedule 1, Row1:

Schedule 1, Row1:::::::::::::

Schedule 1, Row2:

Schedule 1, Row2::::Allowance for Uncollectible amounts was increased by $6,691 in 2022. At December 31, 2022,

Accounts Receivable totaled $26,928, which is net of an allowance for doubtful accounts totaling $94,837.

Schedule 13, Row1:

Schedule 13, Row1:Members of Local 209.

Schedule 13, Row1:

Schedule 13, Row1:
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)