040-094 (LM2) 06/30/2016

U.S. Department of Labor
Office of Labor-Management Standards
Washington, DC 20210

FORM LM-2 LABOR ORGANIZATION ANNUAL REPORT

Form Approved
Office of Management and Budget
No. 1245-0003
Expires: 07-31-2019

MUST BE USED BY LABOR ORGANIZATIONS WITH $250,000 OR MORE IN TOTAL ANNUAL RECEIPTS AND LABOR ORGANIZATIONS IN TRUSTEESHIP

This report is mandatory under P.L. 86-257, as amended. Failure to comply may result in criminal prosecution, fines, or civil penalties as provided by 29 U.S.C. 439 or 440.

READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.

For Official Use Only

1. FILE NUMBER
040-094

2. PERIOD COVERED
From	07/01/2015
Through	06/30/2016

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 NATIONAL FEDERATION OF NURSES
5. DESIGNATION (Local, Lodge, etc.) LOCAL UNION	6. DESIGNATION NBR
7. UNIT NAME (if any) OHIO NURSES ASSOCIATION

8. MAILING ADDRESS (Type or print in capital letters)
First Name LORI	Last Name CHOVANAK
P.O Box - Building and Room Number
Number and Street 4000 EAST MAIN STREET
City COLUMBUS
State OH	ZIP Code + 4 432132950

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:

Sally W Morgan

PRESIDENT

71. SIGNED:

A. Jonathan Stump

TREASURER

Date:

Sep 23, 2016

Telephone Number:

614-325-3490

Date:

Sep 23, 2016

Telephone Number:

330-454-6766

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?	Yes
17. Did the labor organization have any contingent liabilities at the end of the reporting period?	No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?	Yes
19. What is the date of the labor organization's next regular election of officers?	10/2017

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

9,819

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	440.79	569.36
(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		$1,869,915	$1,831,024
23. Accounts Receivable	1	$159,770	$153,511
24. Loans Receivable	2	$0	$0
25. U.S. Treasury Securities		$0	$0
26. Investments	5	$906,658	$891,263
27. Fixed Assets	6	$745,484	$663,070
28. Other Assets	7	$90,853	$97,561
29. TOTAL ASSETS		$3,772,680	$3,636,429

LIABILITIES

LIABILITIES	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
30. Accounts Payable	8	$96,192	$138,967
31. Loans Payable	9	$0	$0
32. Mortgages Payable		$0	$0
33. Other Liabilities	10	$694,795	$427,475
34. TOTAL LIABILITIES		$790,987	$566,442

35. NET ASSETS

$2,981,693

$3,069,987

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		$3,319,977
37. Per Capita Tax		$0
38. Fees, Fines, Assessments, Work Permits		$0
39. Sale of Supplies		$0
40. Interest		$3,312
41. Dividends		$27,233
42. Rents		$0
43. Sale of Investments and Fixed Assets	3	$238,596
44. Loans Obtained	9	$0
45. Repayments of Loans Made	2	$0
46. On Behalf of Affiliates for Transmittal to Them		$2,703,148
47. From Members for Disbursement on Their Behalf		$4,667
48. Other Receipts	14	$774,158
49. TOTAL RECEIPTS		$7,071,091

CASH DISBURSEMENTS		SCH	AMOUNT
50. Representational Activities		15	$771,449
51. Political Activities and Lobbying		16	$188,757
52. Contributions, Gifts, and Grants		17	$27,059
53. General Overhead		18	$2,125,100
54. Union Administration		19	$210,247
55. Benefits		20	$423,210
56. Per Capita Tax			$105,926
57. Strike Benefits			$0
58. Fees, Fines, Assessments, etc.			$0
59. Supplies for Resale			$0
60. Purchase of Investments and Fixed Assets		4	$234,511
61. Loans Made		2	$0
62. Repayment of Loans Obtained		9	$0
63. To Affiliates of Funds Collected on Their Behalf			$2,838,902
64. On Behalf of Individual Members			$4,667
65. Direct Taxes			$182,036

66. Subtotal			$7,111,864
67. Withholding Taxes and Payroll Deductions
67a. Total Withheld	$209,103
67b. Less Total Disbursed	$207,221
67c. Total Withheld But Not Disbursed			$1,882
68. TOTAL DISBURSEMENTS			$7,109,982

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	$153,511	$3,293	$2,377
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B))	$153,511	$3,293	$2,377	$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	$219,868	$219,868	$238,596	$238,596
Marketable Securities	$219,868	$219,868	$238,596	$238,596

				Less Reinvestments	$0
(The total from Net Sales Line will be automatically entered in Item 43)				Net Sales	$238,596

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	$234,511	$234,511	$234,511
Building Improvements	$771	$771	$771
Office Furniture & Fixtures	$6,285	$6,285	$6,285
Computer Software	$21,891	$21,891	$21,891
Marketable Securities	$205,564	$205,564	$205,564

		Less Reinvestments	$0
(The total from Net Purchases Line will be automatically entered in Item 60.)		Net Purchases	$234,511

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	$891,263
B. Total Book Value	$891,263
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.

FEDERATED TOTAL RETURN BOND	$60,730
LOOMIS SAYLES INTERMEDIATE	$53,750
VANGUARD SHORT TERM INVEST ADMIRAL	$52,500

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))

$891,263

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)
Land 1 : 4000 East Main Street, Columbus, OH 43213	$97,631		$97,631	$234,900

B. Buildings (give location)
Building 1 : 4000 East Main Street, Columbus, OH 43213	$1,358,223	$864,150	$494,073	$490,100

C. Automobiles and Other Vehicles

D. Office Furniture and Equipment

$240,210

$195,790

$44,420

E. Other Fixed Assets

$484,251

$457,305

$26,946

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

$2,180,315

$1,517,245

$663,070

$796,366

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))	$97,561
Prepaid Assets	$61,334
Deferred Compensation Trust	$36,227

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	$6,000	$0	$0	$0
Total from all other accounts payable	$132,967	$0	$0	$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D))	$138,967	$0	$0	$0
Byers, Minton & Associates, LLC.	$6,000	$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)
0	$0	$0	$0	$0	$0

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))	$427,475
Accrued Payroll Expense	$118,502
Accrued Expense	$333
Deferred Revenue	$69,269
Deferred Compensation Plan	$36,227
Other Liabilities	$18,179
Lease Obligations	$12,030
Payables to Affiliates	$172,935

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

Anderson , Paula
Commissioner
C

$333

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

Ansley , Jean
Director
C

$755

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
Commissioner/Director
C

$607

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

Burger , Brian
2nd Vice President
C

$1,676

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

Frey , Jill
Secretary
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

Frymyer , Jessica
Commissioner/Director
C

$115

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

Kirkpatrick , Daniel
President
P

$1,200

$337

$1,537

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

Lee , Roberta
2nd Vice President
P

$265

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

Morgan , Sally
Director/President
C

$9,650

$80

$9,730

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

Peppe , Kathryn
Treasurer
P

$174

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
Director/Commissioner
C

$2,689

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

Prystash , Gigi
1st Vice President
P

$717

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

Riazi-Kermani , Linda
Commissioner
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

Strohminger , Sarah
Director
C

$294

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
Commissioner/Director
C

$1,270

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

Williams , Eric
Commissioner/Director
C

$1,111

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

Winfrey , Diane
Director
C

$1,969

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

Whitehurst , Mark
Commissioner
P

$460

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

Brunt , Barbara
1st Vice President
N

$337

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

Foley , Heather
Secretary
N

$133

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

Stump , Jonathan
Treasurer
N

$164

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/Commissioner
N

$399

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/Commissioner
N

$1,284

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
N

$299

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
N

$233

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

Hornberger , Laurie
Commissioner
N

$1,169

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	$10,850	$16,870	$0	$27,720
Less Deductions
Net Disbursements					$27,720

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

Baiman , Liliana
Director of Organizing
NA

$68,604

$2,646

$71,250

Schedule 15
Representational Activities

81 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

14 %

Schedule 19
Administration

4 %

A
B
C

Barrett , Anne
Labor Representative
NA

$25,984

$56

$610

$26,650

Schedule 15
Representational Activities

16 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

83 %

Schedule 19
Administration

1 %

A
B
C

Bukoffsky , Tiffany
Director of H.P. & N.P.
NA

$88,775

$1,035

$849

$90,659

Schedule 15
Representational Activities

5 %

Schedule 16
Political Activities and Lobbying

34 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

61 %

Schedule 19
Administration

0 %

A
B
C

Chovanak , Lori
CEO
NA

$163,711

$4,572

$812

$169,095

Schedule 15
Representational Activities

4 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

86 %

Schedule 19
Administration

8 %

A
B
C

Coleman , Catie
Labor Representative
NA

$76,569

$4,382

$988

$81,939

Schedule 15
Representational Activities

84 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

14 %

Schedule 19
Administration

2 %

A
B
C

Cousins , Robert
DEO-Labor Relations
NA

$126,973

$5,212

$50

$132,235

Schedule 15
Representational Activities

13 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

70 %

Schedule 19
Administration

16 %

A
B
C

Danielson , Pamela
Executive Assistant
NA

$68,014

Schedule 15
Representational Activities

4 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

96 %

Schedule 19
Administration

0 %

A
B
C

Froehlich , William
Labor Representative
NA

$8,137

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

Galiano , Claire
Labor Representative
NA

$50,627

$3,737

$54,364

Schedule 15
Representational Activities

72 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

16 %

Schedule 19
Administration

12 %

A
B
C

Harshey-Meade , Virginia
CEO
NA

$60,505

Schedule 15
Representational Activities

4 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

95 %

Schedule 19
Administration

1 %

A
B
C

Hauser , Joseph
Director of CE
NA

$50,721

$4,006

$1,551

$56,278

Schedule 15
Representational Activities

1 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

99 %

Schedule 19
Administration

0 %

A
B
C

Hay , Treva
Labor Specialist-Admin.
NA

$80,274

$80,278

Schedule 15
Representational Activities

68 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

31 %

Schedule 19
Administration

1 %

A
B
C

Holt , Robert
Labor Representative
NA

$77,121

$1,773

$350

$79,244

Schedule 15
Representational Activities

61 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

29 %

Schedule 19
Administration

10 %

A
B
C

Homan , Molly
Dir. of Communications
NA

$68,978

$259

$69,237

Schedule 15
Representational Activities

11 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

4 %

Schedule 18
General Overhead

85 %

Schedule 19
Administration

0 %

A
B
C

Koparde , Sangita
Organizer
NA

$18,842

$768

$19,610

Schedule 15
Representational Activities

90 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

9 %

Schedule 19
Administration

0 %

A
B
C

Kowalski , Kristine
Labor Representative
NA

$80,605

$1,976

$960

$83,541

Schedule 15
Representational Activities

87 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

12 %

Schedule 19
Administration

1 %

A
B
C

Lemery , Angela
Business Office Admin.
NA

$52,521

$36

$190

$52,747

Schedule 15
Representational Activities

2 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

98 %

Schedule 19
Administration

0 %

A
B
C

Mattern , Shannon
DEO-Communications
NA

$90,096

Schedule 15
Representational Activities

6 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

94 %

Schedule 19
Administration

0 %

A
B
C

Morris , Kathleen
Dir. of Nursing Practice
NA

$40,103

$40,111

Schedule 15
Representational Activities

2 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

97 %

Schedule 19
Administration

0 %

A
B
C

Murphy , Danielle
Labor Representative
NA

$98,734

$1,905

$1,632

$102,271

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

19 %

Schedule 19
Administration

1 %

A
B
C

Nash , Barbara
DEO-Government Relations
NA

$43,555

$197

$203

$43,955

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

36 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

63 %

Schedule 19
Administration

0 %

A
B
C

O'Connor , Vincent
Labor Representative
NA

$31,476

$5,030

$36,506

Schedule 15
Representational Activities

48 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

38 %

Schedule 19
Administration

12 %

A
B
C

Ohri , Zandra
Dir. of CE
NA

$141,911

$429

$142,340

Schedule 15
Representational Activities

3 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

97 %

Schedule 19
Administration

0 %

A
B
C

Pence , Bradley
CFO
NA

$97,911

$1,948

$99,862

Schedule 15
Representational Activities

1 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

98 %

Schedule 19
Administration

0 %

A
B
C

Poe , Sandra
Membership Controller
NA

$6,597

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

5 %

Schedule 19
Administration

95 %

A
B
C

Popovich , Melissa
Dir. of H.P. & N.P.
NA

$5,600

$16

$5,616

Schedule 15
Representational Activities

35 %

Schedule 16
Political Activities and Lobbying

65 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Sanchez , Jorge
Labor Representative
NA

$9,663

$905

$10,568

Schedule 15
Representational Activities

98 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

2 %

Schedule 19
Administration

0 %

A
B
C

Smith , Robin
Membership Contoller
NA

$71,934

$21

$71,955

Schedule 15
Representational Activities

3 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

17 %

Schedule 19
Administration

80 %

A
B
C

Stonerock , Karen L
Membership Controller
NA

$71,814

Schedule 15
Representational Activities

5 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

22 %

Schedule 19
Administration

73 %

A
B
C

Swearingen , Sandy
Education Specialist
NA

$67,051

$62

$67,113

Schedule 15
Representational Activities

5 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

95 %

Schedule 19
Administration

0 %

A
B
C

Walker , Lisa
H.P. & N.P. Specialist
NA

$73,869

$299

$874

$75,042

Schedule 15
Representational Activities

14 %

Schedule 16
Political Activities and Lobbying

42 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

39 %

Schedule 19
Administration

5 %

A
B
C

Whitehurst , Daniel
Organizer
NA

$41,486

$1,739

$43,225

Schedule 15
Representational Activities

71 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

25 %

Schedule 19
Administration

4 %

A
B
C

Wolfe , Rachel
Executive Assistant
NA

$55,649

Schedule 15
Representational Activities

43 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

55 %

Schedule 19
Administration

2 %

TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

Schedule 19
Administration

Total Employee Disbursements	$2,114,410	$0	$41,076	$11,017	$2,166,503
Less Deductions
Net Disbursements					$2,166,503

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)	9,819
Agency Fee Payers*	195
Total Members/Fee Payers	10,014
*Agency Fee Payers are not considered members of the labor organization.
Members - Full Rate	7,980	Yes
Members - Full Rate - 75%	318	Yes
Members - Full Rate - 50%	1,191	Yes
Members - Full Rate - 25%	324	Yes
Honorary	6	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	$240,726
2. Named Payer Non-itemized Receipts	$30,097
3. All Other Receipts	$503,335
4. Total Receipts	$774,158

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	$3,610
5. All Other Disbursements	$8,449
6. Total Disbursements	$27,059

SCHEDULE 15 REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements	$40,869
2. Named Payee Non-itemized Disbursements	$54,565
3. To Officers	$0
4. To Employees	$603,440
5. All Other Disbursements	$72,575
6. Total Disbursements	$771,449

SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee Itemized Disbursements	$282,643
2. Named Payee Non-itemized Disbursements	$303,270
3. To Officers	$27,720
4. To Employees	$1,285,914
5. All Other Disbursements	$225,553
6. Total Disbursements	$2,125,100

SCHEDULE 16 POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements	$85,873
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$0
4. To Employees	$89,158
5. All Other Disbursements	$13,726
6. Total Disbursements	$188,757

SCHEDULE 19 UNION ADMINISTRATION
1. Named Payee Itemized Disbursements	$6,000
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$0
4. To Employees	$184,386
5. All Other Disbursements	$19,861
6. Total Disbursements	$210,247

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

SCHEDULE 14 - OTHER RECEIPTS

FILE NUMBER: 040-094

Name and Address
(A)

Affinity Insurance Services

159 E. County Line Rd
Hatboro
PA
19040

Type or Classification
(B)

Sponsor

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
Sponsorship Convention	07/29/2015	$6,500

Name and Address
(A)

American Federation of Teacher

555 New Jersey Avenue, NW
Washington
DC
20001

Type or Classification
(B)

National Affiliate

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$82,157
Total Non-Itemized Transactions with this Payee/Payer		$3,802
Total of All Transactions with this Payee/Payer for This Schedule		$85,959
AFT for Patients Before Profits Grant	05/13/2016	$10,000
ONA Organizer - AFT Share	11/16/2015	$8,019
ONA Organizer - AFT Share	12/03/2015	$8,019
ONA Organizer - AFT Share	01/06/2016	$8,019
ONA Organizer - AFT Share	02/05/2016	$8,019
ONA Organizer - AFT Share	03/03/2016	$8,019
ONA Organizer - AFT Share	04/01/2016	$8,019
ONA Organizer - AFT Share	05/02/2016	$8,019
ONA Organizer - AFT Share	06/02/2016	$8,019
Reimbursement of ARB/Legal Fee and Expenses	06/15/2016	$8,005

Name and Address
(A)

Boxwood Technologies

11350 McCormick Rd.
Huntvalley
MD
21031

Type or Classification
(B)

Royalties

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$7,774
Total of All Transactions with this Payee/Payer for This Schedule		$7,774

Name and Address
(A)

Indiana State Nurses Association

2915 N. High School Rd
Indianapolis
IN
46224

Type or Classification
(B)

Association Management

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,000
Total Non-Itemized Transactions with this Payee/Payer		$800
Total of All Transactions with this Payee/Payer for This Schedule		$7,800
Association Management	08/19/2015	$7,000

Name and Address
(A)

National Federation of Nurses
700

Windham
NY
12496

Type or Classification
(B)

National Affiliate

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$145,069
Total Non-Itemized Transactions with this Payee/Payer		$6,484
Total of All Transactions with this Payee/Payer for This Schedule		$151,553
Dues Rebate	07/20/2015	$12,117
Dues Rebate	08/19/2015	$12,105
Dues Rebate	09/22/2015	$11,766
Dues Rebate	10/26/2015	$12,032
Dues Rebate	12/09/2015	$12,193
Dues Rebate	12/18/2015	$12,257
Dues Rebate	01/25/2016	$12,426
Dues Rebate	03/04/2016	$12,085
Dues Rebate	03/25/2016	$12,161
Dues Rebate	04/22/2016	$11,780
Dues Rebate	05/24/2016	$12,182
Dues Rebate	06/20/2016	$11,965

Name and Address
(A)

Ohio Nurses Association PCE

4000 E. Main St.
Columbus
OH
43213

Type or Classification
(B)

Related Entity - 527

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,002
Total of All Transactions with this Payee/Payer for This Schedule		$5,002

Name and Address
(A)

Ohio Nurses Foundation

4000 East Main St.
Columbus
OH
43213

Type or Classification
(B)

Related Entity - 501c3

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,235
Total of All Transactions with this Payee/Payer for This Schedule		$6,235

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

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES

FILE NUMBER: 040-094

Name and Address
(A)

AFT Great Lakes Regional Office

500 Oakmont Lane
Westmont
IL
60559

Type or Classification
(B)

Professional Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$13,164
Total Non-Itemized Transactions with this Payee/Payer		$7,572
Total of All Transactions with this Payee/Payer for This Schedule		$20,736
Project Organizer	10/22/2015	$6,572
Project Organizer	01/21/2016	$6,592

Name and Address
(A)

BNA
17009

Baltimore
MD
21297

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		$14,712
Total of All Transactions with this Payee/Payer for This Schedule		$14,712

Name and Address
(A)

Cathleen Slater

4520 Cassill St.
Columbus
OH
43220

Type or Classification
(B)

Attorney

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,568
Total Non-Itemized Transactions with this Payee/Payer		$6,417
Total of All Transactions with this Payee/Payer for This Schedule		$11,985
Legal Services	09/16/2015	$5,568

Name and Address
(A)

Cloppert, Latanick, Sauter & Washburn

225 E Broad St
Columbus
OH
43215

Type or Classification
(B)

Attorney

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,880
Total Non-Itemized Transactions with this Payee/Payer		$3,320
Total of All Transactions with this Payee/Payer for This Schedule		$14,200
Legal Services	06/24/2016	$10,880

Name and Address
(A)

Jerry A Fullmer

1831 W 30th Street
Cleveland
OH
44113

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		$6,437
Total of All Transactions with this Payee/Payer for This Schedule		$6,437

Name and Address
(A)

Phone2Action, Inc.

718 7th Street NW, 2nd Flr
Washington
DC
20001

Type or Classification
(B)

Vendor -SaaS Professional Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,200
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$6,200
Phone Calling Service	02/24/2016	$6,200

Name and Address
(A)

Thomson Reuters - West Payment
6292

Carol Stream
IL
60197

Type or Classification
(B)

Vendor - Software

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$16,107
Total of All Transactions with this Payee/Payer for This Schedule		$16,107

Name and Address
(A)

William Froehlich

36 Wilson Ave.
Columbus
OH
43205

Type or Classification
(B)

Attorney

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,057
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,057
Legal Services	09/01/2015	$5,057

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

SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING

FILE NUMBER 040-094

Name and Address
(A)

Byers, Minton & Associates, LLC

107 S. High St.
Columbus
OH
43215

Type or Classification
(B)

Consultant

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$66,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$66,000
Lobbying Consultant	07/08/2015	$6,000
Lobbying Consultant	09/01/2015	$6,000
Lobbying Consultant	09/16/2015	$6,000
Lobbying Consultant	11/20/2015	$12,000
Lobbying Consultant	12/09/2015	$6,000
Lobbying Consultant	01/21/2016	$6,000
Lobbying Consultant	02/17/2016	$6,000
Lobbying Consultant	03/17/2016	$6,000
Lobbying Consultant	04/27/2016	$6,000
Lobbying Consultant	05/25/2016	$6,000

Name and Address
(A)

Metro Cuisine

6185 Huntley Road, Suite C
Columbus
OH
43229

Type or Classification
(B)

Vendor - Catering

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$13,673
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$13,673
Event Catering	02/04/2016	$6,378
Event Catering	03/09/2016	$7,295

Name and Address
(A)

Phone2Action, Inc.

718 7th Street NW, 2nd Flr
Blacklick
DC
20001

Type or Classification
(B)

Vendor -SaaS Professional Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,200
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$6,200
Phone Calling Service	02/24/2016	$6,200

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

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS

FILE NUMBER: 040-094

Name and Address
(A)

Ohio Nursing Students' Association

4000 East Main Street
Columbus
OH
43213

Type or Classification
(B)

Association

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$10,000
Donation for Legal Services	05/09/2016	$10,000

Name and Address
(A)

OhioHealth Riverside Methodist Hospital

3535 Olentangy River Rd,205
Columbus
OH
43214

Type or Classification
(B)

Hospital

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
Event Sponsor	05/25/2016	$5,000

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

SCHEDULE 18 - GENERAL OVERHEAD

FILE NUMBER: 040-094

Name and Address
(A)

American Electric Power
24418

Canton
OH
44701

Type or Classification
(B)

Vendor - Utility Provider

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$21,022
Total of All Transactions with this Payee/Payer for This Schedule		$21,022

Name and Address
(A)

Applied Information Technologies

10125 Colesville Rd.
Silver Spring
MD
20910

Type or Classification
(B)

Vendor - Software & Professional Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$28,500
Total Non-Itemized Transactions with this Payee/Payer		$3,465
Total of All Transactions with this Payee/Payer for This Schedule		$31,965
Software Licensing & Hosting Fees	08/18/2015	$5,700
Software Licensing & Hosting Fees	09/16/2015	$5,700
Software Licensing & Hosting Fees	12/02/2015	$5,700
Software Licensing & Hosting Fees	03/09/2016	$5,700
Software Licensing & Hosting Fees	06/06/2016	$5,700

Name and Address
(A)

Bank of America Merchant Services
6600

Hagerstown
MD
21740

Type or Classification
(B)

Credit Card Processing Fees

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$23,913
Total of All Transactions with this Payee/Payer for This Schedule		$23,913

Name and Address
(A)

Cloppert, Latanick, Sauter & Washburn

225 E Broad St
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		$7,384
Total of All Transactions with this Payee/Payer for This Schedule		$7,384

Name and Address
(A)

Columbus Corporate Caterers, Inc.

7536 East Main Street
Reynoldsburg
OH
43068

Type or Classification
(B)

Catering Event Service

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$7,463
Total of All Transactions with this Payee/Payer for This Schedule		$7,463

Name and Address
(A)

Consensus Management Group

9584 Cadbury Circle
Indianapolis
IN
46260

Type or Classification
(B)

Professional Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$15,750
Total Non-Itemized Transactions with this Payee/Payer		$415
Total of All Transactions with this Payee/Payer for This Schedule		$16,165
Recruiting Service	05/25/2016	$15,750

Name and Address
(A)

Easypermit Postage
371874

Pittsburg
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		$24,558
Total of All Transactions with this Payee/Payer for This Schedule		$24,558

Name and Address
(A)

EnCompass Media Group, LLC

4419 Sitterley Rd.
Canal Winchester
OH
43110

Type or Classification
(B)

Vendor - Publisher & Printer

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$57,609
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$57,609
ONR Publication	10/28/2015	$13,845
ONR Publication	12/16/2015	$9,960
ONR Publication	06/24/2016	$9,057
ONR Publication	02/04/2016	$8,863
ONR Publication	04/27/2016	$8,570
ONR Publication	08/18/2015	$7,314

Name and Address
(A)

First Merchants Bank

200 E. Jackson St.
Muncie
IN
47305

Type or Classification
(B)

Banking

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,547
Total of All Transactions with this Payee/Payer for This Schedule		$6,547

Name and Address
(A)

First Merchants Trust Company
1524
2206 Chester Blvd
Richmond
IN
47375

Type or Classification
(B)

Investment Advisor

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$7,998
Total of All Transactions with this Payee/Payer for This Schedule		$7,998

Name and Address
(A)

Ford Credit
650575

Dallas
TX
75265

Type or Classification
(B)

Vendor - Auto Lease

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$14,020
Total of All Transactions with this Payee/Payer for This Schedule		$14,020

Name and Address
(A)

Franklin County Treasurer

373 S. High St. 17th Floor
Columbus
OH
43215

Type or Classification
(B)

Real Estate Taxes

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$21,192
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$21,192
Real Estate Taxes	01/06/2016	$10,596
Real Estate Taxes	05/25/2016	$10,596

Name and Address
(A)

GFC Leasing
2290

Madison
WI
53701

Type or Classification
(B)

Vendor - Copier Lease

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$27,727
Total of All Transactions with this Payee/Payer for This Schedule		$27,727

Name and Address
(A)

Gordon Flesch Company Inc
PO Box 73288

Cleveland
OH
44193

Type or Classification
(B)

Copier

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,953
Total of All Transactions with this Payee/Payer for This Schedule		$5,953

Name and Address
(A)

Higher Logic, LLC
341330

West Bethesda
MD
20827

Type or Classification
(B)

Vendor -SaaS Professional Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$25,200
Total of All Transactions with this Payee/Payer for This Schedule		$25,200

Name and Address
(A)

Hilton Columbus

8700 Lyra Drive
Columbus
OH
43240

Type or Classification
(B)

Conference Room and Event Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$74,411
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$74,411
Conference Room and Event Services	11/12/2015	$74,411

Name and Address
(A)

Klamfoth, Inc.

6630 Hill Rd. NW
Canal Winchester
OH
43110

Type or Classification
(B)

Facility Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,048
Total of All Transactions with this Payee/Payer for This Schedule		$6,048

Name and Address
(A)

Lane Alton Horst, LLC

2 Miranova Place #220
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		$23,128
Total of All Transactions with this Payee/Payer for This Schedule		$23,128

Name and Address
(A)

NetVoyage Corporation

2500 W Executive Pkwy. #350
Lehi
UT
84043

Type or Classification
(B)

Vendor -SaaS Professional Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,760
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,760
Software Licensing	05/11/2016	$5,760

Name and Address
(A)

Norman, Jones, Enlow & Co.

226 Norht Fifth St.
Columbus
OH
43215

Type or Classification
(B)

Auditor

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$12,550
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$12,550
Audit of Financial Statements and 990 Preperation	09/28/2015	$7,000
Audit of Financial Statements and 990 Preperation	11/20/2015	$5,550

Name and Address
(A)

OCLC

4412 Solutions Center
Chicago
IL
60677

Type or Classification
(B)

Conference Center

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,933
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$10,933
Conference Center	05/25/2016	$10,933

Name and Address
(A)

Office City Express

149 Johnson Dr.
Delaware
OH
43015

Type or Classification
(B)

Vendor - Office Supplies/Expenses

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$14,588
Total of All Transactions with this Payee/Payer for This Schedule		$14,588

Name and Address
(A)

Pitney Bowes Global Financial Services
371887

Pittsburg
PA

Type or Classification
(B)

Vendor - Postage Machine Lease

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$7,629
Total of All Transactions with this Payee/Payer for This Schedule		$7,629

Name and Address
(A)

Pro OnCall Technologies

12125 Ellington Court
Cincinnati
OH
45214

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		$8,684
Total of All Transactions with this Payee/Payer for This Schedule		$8,684

Name and Address
(A)

Strategic Health Care

17 South High Street #1000
Columbus
OH
43215

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		$13,500
Total of All Transactions with this Payee/Payer for This Schedule		$13,500

Name and Address
(A)

Time Warner Cable
223085

Pittsburg
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		$11,255
Total of All Transactions with this Payee/Payer for This Schedule		$11,255

Name and Address
(A)

Verizon Wireless
25506

Lehigh Valley
PA
18002

Type or Classification
(B)

Vendor - Cell Phone Service

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$10,708
Total of All Transactions with this Payee/Payer for This Schedule		$10,708

Name and Address
(A)

Wayne L. McDearmon

3497 Binbrook Rd. N.
Columbus
OH
43227

Type or Classification
(B)

Facility Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$30,273
Total of All Transactions with this Payee/Payer for This Schedule		$30,273

Name and Address
(A)

Willis of Ohio, Inc.

93245 Network Place
Chicago
IL
60673

Type or Classification
(B)

Business Insurance

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$49,306
Total Non-Itemized Transactions with this Payee/Payer		$1,792
Total of All Transactions with this Payee/Payer for This Schedule		$51,098
Business Insurance	11/12/2015	$25,346
Business Insurance	01/04/2016	$23,960

Name and Address
(A)

ZippityPrint LLC

1600 E 23rd St.
Cleveland
OH
44114

Type or Classification
(B)

Printing Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,632
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$6,632
Printing Services	02/24/2016	$6,632

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

SCHEDULE 19 - UNION ADMINISTRATION

FILE NUMBER: 040-094

Name and Address
(A)

Votenet Solutions, Inc.

1420 K Street, NW, Ste 200
Washington
DC
20005

Type or Classification
(B)

Conference Center

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
Memax SSO Voting Software	09/16/2015	$6,000

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.)		$423,210
401(k) Profit Sharing Plan	Foresite Capital Management Advisors, Inc.	$149,291
Employee Dental Insurance	MetLife Group Benefits	$8,066
Employee Health Insurance	Coordinated Health Mutual Inc.	$172,647
Employee Health Insurance	Standard Life	$29,133
Employee Life Insurance and Long-Term Disabilty	UNUM Life Insurance	$7,020
Employee Life Insurance	Companion LIfe Insurance Company	$742
Employee Dental Insurance	Delta Dental	$5,448
Employee Health Insurance	United HealthCare	$45,533
Employee Vision Insurance	Vision Service Plan - (OH)	$2,121
Employee AAA Insurance	AAA Ohio Auto Club	$3,209

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

69. ADDITIONAL INFORMATION SUMMARY

FILE NUMBER: 040-094

Question 10: ONF is a not-for-profit corporation. The organization was founded to perform educational, scientific, and charitable events that further enhance the nursing practice. ONF annual files a Form 990 with the Internal Revenue Service.

Question 11(a):

Question 11(a): : : : : Ohio Nurses Association Political Contributing Entity (ONA PCE) 4000 East Main Street Columbus, OH 43213 ONA PCE files reports directly with the Ohio Secretary of State (#6542) and the IRS (91-2064513). The activity of the ONA PCE is not reported in the Form LM-2.

Question 12: Michelle Roseberry, CPA, CGMA, CIT Principal Hill, Barth & King LLC HBK CPAs & Consultants http://www.hbkcpa.com/

Question 16: The Line of Credit ($0.00 balance as of 06/30/2013) is secured by ONA Investments.

Question 18: Please see attached file named 2015-2017 ONA Bylaws - FINAL.pdf

General Information:

Schedule 13, Row1:Members - Full Rate

Schedule 13, Row2:Members - Full Rate - 75%

Schedule 13, Row3:Members - Full Rate - 50%

Schedule 13, Row4:Members - Full Rate - 25%

Schedule 13, Row5:Honorary



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