040-094 (LM2) 06/30/2017

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	07/01/2016
Through	06/30/2017

3.	(a) AMENDED - Is this an amended report:	No
	(b) HARDSHIP - Filed under the hardship procedures:	No
	(c) TERMINAL - This is a terminal report:	No

4. AFFILIATION OR ORGANIZATION NAME 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 27, 2017

Telephone Number:

614-325-3490

Date:

Sep 27, 2017

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?	No
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?

9,563

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	448.79	579.69
(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		$1,831,024	$1,351,287
23. Accounts Receivable	1	$153,511	$155,353
24. Loans Receivable	2	$0	$0
25. U.S. Treasury Securities		$0	$0
26. Investments	5	$891,263	$979,148
27. Fixed Assets	6	$663,070	$1,036,096
28. Other Assets	7	$97,561	$211,273
29. TOTAL ASSETS		$3,636,429	$3,733,157

LIABILITIES

LIABILITIES	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
30. Accounts Payable	8	$138,967	$257,860
31. Loans Payable	9	$0	$0
32. Mortgages Payable		$0	$0
33. Other Liabilities	10	$427,475	$525,173
34. TOTAL LIABILITIES		$566,442	$783,033

35. NET ASSETS

$3,069,987

$2,950,124

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		$3,328,181
37. Per Capita Tax		$0
38. Fees, Fines, Assessments, Work Permits		$0
39. Sale of Supplies		$0
40. Interest		$3,305
41. Dividends		$23,336
42. Rents		$0
43. Sale of Investments and Fixed Assets	3	$140,423
44. Loans Obtained	9	$0
45. Repayments of Loans Made	2	$0
46. On Behalf of Affiliates for Transmittal to Them		$3,003,503
47. From Members for Disbursement on Their Behalf		$4,735
48. Other Receipts	14	$746,527
49. TOTAL RECEIPTS		$7,250,010

CASH DISBURSEMENTS		SCH	AMOUNT
50. Representational Activities		15	$822,285
51. Political Activities and Lobbying		16	$283,567
52. Contributions, Gifts, and Grants		17	$7,791
53. General Overhead		18	$2,113,869
54. Union Administration		19	$285,134
55. Benefits		20	$413,552
56. Per Capita Tax			$90,562
57. Strike Benefits			$0
58. Fees, Fines, Assessments, etc.			$0
59. Supplies for Resale			$0
60. Purchase of Investments and Fixed Assets		4	$553,972
61. Loans Made		2	$0
62. Repayment of Loans Obtained		9	$0
63. To Affiliates of Funds Collected on Their Behalf			$2,982,601
64. On Behalf of Individual Members			$4,735
65. Direct Taxes			$170,861

66. Subtotal			$7,728,929
67. Withholding Taxes and Payroll Deductions
67a. Total Withheld	$168,735
67b. Less Total Disbursed	$169,553
67c. Total Withheld But Not Disbursed			-$818
68. TOTAL DISBURSEMENTS			$7,729,747

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	$155,353	$11,400	$4,424
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B))	$155,353	$11,400	$4,424	$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	$117,912	$117,912	$140,423	$140,423
Marketable Securities	$117,912	$117,912	$140,423	$140,423

				Less Reinvestments	$0
(The total from Net Sales Line will be automatically entered in Item 43)				Net Sales	$140,423

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	$553,972	$553,542	$553,972
Building Improvements	$21,866	$21,866	$21,866
Office Furniture and Fixtures	$14,252	$14,252	$14,252
Computer Software	$311,627	$311,627	$311,627
Marketable Securities	$206,227	$205,797	$206,227

		Less Reinvestments	$0
(The total from Net Purchases Line will be automatically entered in Item 60.)		Net Purchases	$553,972

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	$979,148
B. Total Book Value	$979,148
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.

FEDERATED TOTAL RETURN BOND	$49,233
NORTHERN ULTRA-SHORT FIXED I	$75,200
VANGUARD SHORT TERM INVEST ADMIRAL	$51,952
NATIXIS INTER DUR BOND CL Y	$53,180
FEDERATED SH-INTERM TOTAL RETURN BOND FUND IS	$48,313

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))

$979,148

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	$1,380,588	$939,417	$441,171	$490,100

C. Automobiles and Other Vehicles

D. Office Furniture and Equipment

$246,850

$159,407

$87,443

E. Other Fixed Assets

$879,301

$469,450

$409,851

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

$2,604,370

$1,568,274

$1,036,096

$1,222,294

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))	$211,273
Prepaid Assets	$108,198
Deferred Compensation Trust	$9
Deposits	$103,066

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

SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE

FILE NUMBER: 040-094

Entity or Individual Name (A)	Total Account Payable (B)	90-180 Days Past Due (C)	180+ Days Past Due (D)	Liquidated Account Payable (E)
Total for all itemized accounts payable	$0	$0	$0	$0
Total from all other accounts payable	$257,860	$1,063	$623	$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D))	$257,860	$1,063	$623	$0

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

SCHEDULE 9 - LOANS PAYABLE

FILE NUMBER: 040-094

Source of Loans Payable at Any Time During the Reporting Period (A)	Loans Owed at Start of Period (B)	Loans Obtained During Period (C)	Repayment During Period Cash (D)(1)	Repayment During Period Other Than Cash (D)(2)	Loans Owed at End of Period (E)
Total Loans Payable	$0	$0	$0	$0	$0
Totals will be automatically entered in...	Item 31 Column (C)	Item 44	Item 62	Item 69 with Explanation	Item 31 Column (D)

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

SCHEDULE 10 - OTHER LIABILITIES

FILE NUMBER: 040-094

Description (A)	Amount at End of Period (B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D))	$525,173
Accrued Payroll Expenses	$149,306
Accrued Expenses	$11,178
Deferred Revenue	$70,936
Deferred Compensation Plan	$9
Other Liabilities	$59,597
Lease Obligations	$55,185
Payable to Affiliates	$178,962

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

Morgan , Sally
President
C

$4,800

$1,537

$6,337

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

Brunt , Barbara
1st Vice President
C

$280

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

$1,352

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
C

$95

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
C

$633

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 and Director
C

$2,383

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 and Director
C

$1,055

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
Commissioner and Director
C

$251

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
Commissioner and Director
C

$2,416

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 and Director
P

$196

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

$1,217

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

Garrett , Benitha
Director
C

$74

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
C

$98

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

$1,331

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

$60

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

Anderson , Paula
Commissioner
C

$2,725

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
C

$353

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
Commissioner
C

$3,477

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

Total Officer Disbursements	$0	$4,800	$19,533	$0	$24,333
Less Deductions
Net Disbursements					$24,333

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
None

$95,083

$3,869

$1,000

$99,952

Schedule 15
Representational Activities

69 %

Schedule 16
Political Activities and Lobbying

3 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

21 %

Schedule 19
Administration

7 %

A
B
C

Bukoffsky , Tiffany
Director of HP and NP
None

$89,135

$1,043

$1,700

$91,878

Schedule 15
Representational Activities

4 %

Schedule 16
Political Activities and Lobbying

60 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

36 %

Schedule 19
Administration

0 %

A
B
C

Carmack , Carolyn
Labor Representative
None

$59,865

$5,387

$65,252

Schedule 15
Representational Activities

87 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

13 %

Schedule 19
Administration

0 %

A
B
C

Chovanak , Lori
CEO
None

$122,106

$2,686

$3,534

$128,326

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

91 %

Schedule 19
Administration

9 %

A
B
C

Coleman , Catherine
Labor Representative
None

$77,423

$6,997

$439

$84,859

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

Cousins , Robert
DEO Labor Relations
None

$126,726

$6,501

$614

$133,841

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

70 %

Schedule 19
Administration

18 %

A
B
C

Danielson , Pamela
Executive Assistant
None

$68,658

$11

$68,669

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

99 %

Schedule 19
Administration

0 %

A
B
C

Dowden , Dodie
CE Specialist
None

$39,733

$2,846

$42,579

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

Fawcett , Bridget
Organizer
None

$22,039

$2,967

$150

$25,156

Schedule 15
Representational Activities

78 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

4 %

Schedule 19
Administration

17 %

A
B
C

Galiano , Claire
Labor Representative
None

$6,271

$257

$6,528

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

Hauser , Joseph
Director of CE
None

$95,776

$1,347

$762

$97,885

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

Henry , Paul
Labor Representative
None

$62,891

$2,286

$65,177

Schedule 15
Representational Activities

21 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

33 %

Schedule 19
Administration

46 %

A
B
C

Holt , Robert
Labor Representative
None

$7,109

$189

$850

$8,148

Schedule 15
Representational Activities

13 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

78 %

Schedule 19
Administration

9 %

A
B
C

Homan , Molly
Director of Communication
None

$68,699

$406

$69,105

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

Koparde , Sangita
Organizer
None

$53,888

$7,777

$150

$61,815

Schedule 15
Representational Activities

89 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

1 %

A
B
C

Kowalski , Kristine
Labor Representative
None

$24,090

$425

$24,515

Schedule 15
Representational Activities

74 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

25 %

Schedule 19
Administration

1 %

A
B
C

Larson , Brian
Labor Representative
None

$46,704

$4,308

$51,012

Schedule 15
Representational Activities

83 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

8 %

Schedule 19
Administration

8 %

A
B
C

Lemery , Angela
Business Office Admin
None

$62,167

$1,682

$63,856

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

Mattern , Shannon
DEO Communications
None

$94,968

$658

$139

$95,765

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

Nash , Barbara
DEO Government Relations
None

$2,051

$13

$125

$2,189

Schedule 15
Representational Activities

4 %

Schedule 16
Political Activities and Lobbying

60 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

36 %

Schedule 19
Administration

0 %

A
B
C

Pedreira , Gabriel
Communications Specialist
None

$25,515

$1,722

$107

$27,344

Schedule 15
Representational Activities

85 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

11 %

Schedule 19
Administration

4 %

A
B
C

Pence , Bradley
CFO
None

$102,527

$821

$2,036

$105,384

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

Poe , Sandra
Membership Controller
None

$45,119

$295

$45,414

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

13 %

Schedule 19
Administration

87 %

A
B
C

Sanchez , Jorge
Labor Representative
None

$87,904

$5,462

$625

$93,991

Schedule 15
Representational Activities

84 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

12 %

Schedule 19
Administration

4 %

A
B
C

Smith , Robin
Membership Controller
None

$79,425

$295

$79,720

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

15 %

Schedule 19
Administration

85 %

A
B
C

Stonerock , Karen
Membership Controller
None

$35,000

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

15 %

Schedule 19
Administration

85 %

A
B
C

Swearingen , Sandra
CE Specialist
None

$65,810

$345

$66,155

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

Walker , Lisa
HP and NP Specialist
None

$70,384

$417

$178

$70,979

Schedule 15
Representational Activities

3 %

Schedule 16
Political Activities and Lobbying

58 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

38 %

Schedule 19
Administration

1 %

A
B
C

Whitehurst , Mark
Labor Representative
None

$22,166

Schedule 15
Representational Activities

85 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

9 %

Schedule 19
Administration

6 %

A
B
C

Wolfe , Rachel
Executive Assistant
None

$60,253

Schedule 15
Representational Activities

72 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

22 %

Schedule 19
Administration

6 %

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	$1,819,485	$0	$59,337	$14,091	$1,892,913
Less Deductions
Net Disbursements					$1,892,913

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)	9,563
Agency Fee Payers*	256
Total Members/Fee Payers	9,819
*Agency Fee Payers are not considered members of the labor organization.
Members Full Rate 100 Percent	8,427	Yes
Members Full Rate 75 Percent	486	Yes
Members Full Rate 50 Percent	388	Yes
Members Full Rate 25 Percent	255	Yes
Honorary	7	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	$343,461
2. Named Payer Non-itemized Receipts	$20,729
3. All Other Receipts	$382,337
4. Total Receipts	$746,527

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	$687
5. All Other Disbursements	$7,104
6. Total Disbursements	$7,791

SCHEDULE 15 REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements	$136,039
2. Named Payee Non-itemized Disbursements	$91,552
3. To Officers	$0
4. To Employees	$535,531
5. All Other Disbursements	$59,163
6. Total Disbursements	$822,285

SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee Itemized Disbursements	$428,854
2. Named Payee Non-itemized Disbursements	$373,961
3. To Officers	$24,333
4. To Employees	$1,021,697
5. All Other Disbursements	$265,024
6. Total Disbursements	$2,113,869

SCHEDULE 16 POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements	$147,852
2. Named Payee Non-itemized Disbursements	$11,077
3. To Officers	$0
4. To Employees	$104,046
5. All Other Disbursements	$20,592
6. Total Disbursements	$283,567

SCHEDULE 19 UNION ADMINISTRATION
1. Named Payee Itemized Disbursements	$12,484
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$0
4. To Employees	$230,952
5. All Other Disbursements	$41,698
6. Total Disbursements	$285,134

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	06/21/2017	$6,500

Name and Address
(A)

American Federation of Teachers

555 New Jersey Avenue North
Washington
DC
20001

Type or Classification
(B)

National Affiliate

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$86,209
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$86,209
ONA Organizer AFT Share	07/01/2016	$8,019
ONA Organizer AFT Share	08/02/2016	$8,019
ONA Organizer AFT Share	10/04/2016	$8,019
ONA Organizer AFT Share	11/08/2016	$8,019
ONA Organizer AFT Share	12/07/2016	$6,015
ONA Organizer AFT Share	01/09/2017	$6,015
ONA Organizer AFT Share	02/23/2017	$6,015
ONA Organizer AFT Share	03/09/2017	$6,015
ONA Organizer AFT Share	03/28/2017	$6,015
ONA Organizer AFT Share	05/01/2017	$12,029
ONA Organizer AFT Share	06/02/2017	$12,029

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		$5,570
Total of All Transactions with this Payee/Payer for This Schedule		$5,570

Name and Address
(A)

California Casualty Management Company

1900 Alameda de las Pulgas
San Mateo
CA
94403

Type or Classification
(B)

Royalties

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,000
Total Non-Itemized Transactions with this Payee/Payer		$7,725
Total of All Transactions with this Payee/Payer for This Schedule		$14,725
Royalties and Sponsorship	10/03/2016	$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		$225,052
Total Non-Itemized Transactions with this Payee/Payer		$2,425
Total of All Transactions with this Payee/Payer for This Schedule		$227,477
ONA Organizer NFN Share	07/01/2016	$45,000
Funds for Staffing Campaign	07/01/2016	$5,000
Dues Rebate	07/25/2016	$11,468
Dues Rebate	08/17/2016	$12,172
Dues Rebate	09/19/2016	$12,503
Dues Rebate	10/28/2016	$11,971
Dues Rebate	11/23/2016	$12,416
Dues Rebate	12/19/2016	$12,043
Dues Rebate	01/25/2017	$12,167
Dues Rebate	02/21/2017	$11,796
ONA Organizer NFN Share	03/21/2017	$30,000
Dues Rebate	03/21/2017	$11,925
Dues Rebate	04/24/2017	$12,322
Dues Rebate	06/02/2017	$12,052
Dues Rebate	06/28/2017	$12,217

Name and Address
(A)

Nurses Service Organization

159 East County Line Road
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
Event Sponsor	08/26/2016	$6,500

Name and Address
(A)

Ohio Nurses Association PCE

4000 East Main Street
Columbus
OH
43213

Type or Classification
(B)

Related Entity 527

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$12,200
Total Non-Itemized Transactions with this Payee/Payer		$5,009
Total of All Transactions with this Payee/Payer for This Schedule		$17,209
Phone2Action	02/28/2017	$6,200
Phone2Action	02/28/2017	$6,000

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		$19,803
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$19,803
Project Organizer	07/28/2016	$6,900
Project Organizer	12/14/2016	$4,679
Project Organizer	01/18/2017	$8,224

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		$15,298
Total of All Transactions with this Payee/Payer for This Schedule		$15,298

Name and Address
(A)

Cloppert Latanick Sauter and Washburn

225 East Broad Street
Columbus
OH
43215

Type or Classification
(B)

Attorney

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$77,064
Total Non-Itemized Transactions with this Payee/Payer		$38,838
Total of All Transactions with this Payee/Payer for This Schedule		$115,902
Legal Services	07/28/2016	$16,760
Legal Services	08/15/2016	$7,240
Legal Services	11/15/2016	$9,200
Legal Services	12/14/2016	$10,040
Legal Services	02/10/2017	$6,800
Legal Services	04/26/2017	$8,432
Legal Services	05/24/2017	$10,840
Legal Services	06/14/2017	$7,752

Name and Address
(A)

Jos Berning Printing Co

1850 Dalton Street
Cincinnati
OH
45214

Type or Classification
(B)

Printing Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,624
Total of All Transactions with this Payee/Payer for This Schedule		$5,624

Name and Address
(A)

Muskovitz and Lemmerbrock LLC

1621 Euclid Avenue STE 175
Cleveland
OH
44115

Type or Classification
(B)

Attorney

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$33,172
Total Non-Itemized Transactions with this Payee/Payer		$15,316
Total of All Transactions with this Payee/Payer for This Schedule		$48,488
Legal Services	11/15/2016	$6,100
Legal Services	12/14/2016	$12,870
Legal Services	04/19/2017	$5,795
Legal Services	06/14/2017	$8,407

Name and Address
(A)

Phone2Action Inc

718 7th Street NW 2nd Floor
Washington
DC
20001

Type or Classification
(B)

Vendor SaaS Professional Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$6,000
Phone Calling Service	02/10/2017	$6,000

Name and Address
(A)

Thomson Reuters West Payment Center
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		$16,476
Total of All Transactions with this Payee/Payer for This Schedule		$16,476

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 and Associates

107 South High Street
Columbus
OH
43215

Type or Classification
(B)

Consultant

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$90,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$90,000
Lobbying Consultant	08/31/2016	$13,000
Lobbying Consultant	09/15/2016	$14,000
Lobbying Consultant	10/13/2016	$7,000
Lobbying Consultant	12/14/2016	$7,000
Lobbying Consultant	12/14/2016	$7,000
Lobbying Consultant	01/31/2017	$7,000
Lobbying Consultant	03/16/2017	$7,000
Lobbying Consultant	03/16/2017	$7,000
Lobbying Consultant	04/26/2017	$7,000
Lobbying Consultant	05/19/2017	$7,000
Lobbying Consultant	06/14/2017	$7,000

Name and Address
(A)

Kessel Communications LLC

7355 Wings Livery Rd
Dublin
OH
43017

Type or Classification
(B)

Consulting Service

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$39,177
Total Non-Itemized Transactions with this Payee/Payer		$8,978
Total of All Transactions with this Payee/Payer for This Schedule		$48,155
Consulting Service	07/28/2016	$5,700
Consulting Service	08/12/2016	$6,265
Consulting Service	09/09/2016	$8,482
Consulting Service	02/15/2017	$7,330
Consulting Service	03/16/2017	$5,700
Consulting Service	04/19/2017	$5,700

Name and Address
(A)

Milos Catering

980 West Broad Street
Columbus
OH
43222

Type or Classification
(B)

Vendor Catering

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$12,675
Total Non-Itemized Transactions with this Payee/Payer		$2,099
Total of All Transactions with this Payee/Payer for This Schedule		$14,774
Event Catering	03/13/2017	$12,675

Name and Address
(A)

Phone2Action Inc

718 7th Street NW 2nd Floor
Washington
DC
20001

Type or Classification
(B)

Vendor SaaS Professional Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$6,000
Phone Calling Services	02/10/2017	$6,000

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

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS

FILE NUMBER: 040-094

Name and Address
(A)

-1

Type or Classification
(B)

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$0

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

SCHEDULE 18 - GENERAL OVERHEAD

FILE NUMBER: 040-094

Name and Address
(A)

American Electric Power
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		$17,301
Total of All Transactions with this Payee/Payer for This Schedule		$17,301

Name and Address
(A)

Applied Informatioin Technologies

10125 Colesville Road
Silver Spring
MD
20910

Type or Classification
(B)

Vendor Software and Professional Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$17,100
Total Non-Itemized Transactions with this Payee/Payer		$4,790
Total of All Transactions with this Payee/Payer for This Schedule		$21,890
Software Licensing and Hosting Fees	08/31/2016	$5,700
Software Licensing and Hosting Fees	01/31/2017	$5,700
Software Licensing and Hosting Fees	04/12/2017	$5,700

Name and Address
(A)

Association Technologies Inc

470 W Roosevelt Rd STE 109
West Chicago
IL
60185

Type or Classification
(B)

Website Hosting

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,375
Total of All Transactions with this Payee/Payer for This Schedule		$5,375

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		$9,682
Total of All Transactions with this Payee/Payer for This Schedule		$9,682

Name and Address
(A)

Cloppert Latanick Sauter and Washburn

225 East Broad Street
Columbus
OH
43215

Type or Classification
(B)

Attorney

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$28,812
Total Non-Itemized Transactions with this Payee/Payer		$13,481
Total of All Transactions with this Payee/Payer for This Schedule		$42,293
Legal Services	04/19/2017	$18,316
Legal Services	05/19/2017	$10,496

Name and Address
(A)

Columbus Corporate Caterers

7536 East Main Street
Columbus
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		$5,548
Total of All Transactions with this Payee/Payer for This Schedule		$5,548

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		$30,000
Total Non-Itemized Transactions with this Payee/Payer		$666
Total of All Transactions with this Payee/Payer for This Schedule		$30,666
Professional Services	10/31/2016	$15,000
Professional Services	12/20/2016	$15,000

Name and Address
(A)

Creative Financial Staffing LLC
95111

Chicago
IL
60694

Type or Classification
(B)

Staffing Service

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$12,091
Total of All Transactions with this Payee/Payer for This Schedule		$12,091

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		$24,827
Total of All Transactions with this Payee/Payer for This Schedule		$24,827

Name and Address
(A)

Electronic Commerce

1 City Blvd West 1850
Orange
CA
92868

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		$6,861
Total of All Transactions with this Payee/Payer for This Schedule		$6,861

Name and Address
(A)

EnCompass Media Group LLC

4419 Sutterley Road
Canal Winchester
OH
43110

Type or Classification
(B)

Vendor Publisher and Printer

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$55,613
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$55,613
ONR Publication	07/28/2016	$9,248
ONR Publication	10/13/2016	$9,305
ONR Publication	12/14/2016	$10,155
ONR Publication	03/02/2017	$8,956
ONR Publication	04/05/2017	$8,956
ONR Publication	06/01/2017	$8,993

Name and Address
(A)

First Merchants Bank

200 E Jackson Street
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		$7,770
Total of All Transactions with this Payee/Payer for This Schedule		$7,770

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		$8,677
Total of All Transactions with this Payee/Payer for This Schedule		$8,677

Name and Address
(A)

Focus On Funding

75 Park Front Court
Columbus
OH
43215

Type or Classification
(B)

Consultant

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$9,000
Total of All Transactions with this Payee/Payer for This Schedule		$9,000

Name and Address
(A)

Ford Credit
650575

Dallas
TX
75265

Type or Classification
(B)

Auto Lease

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$10,167
Total of All Transactions with this Payee/Payer for This Schedule		$10,167

Name and Address
(A)

Franklin County Treasurer

373 S High Street 17th Flr
Columbus
OH
43215

Type or Classification
(B)

Real Estate Taxes

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$21,010
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$21,010
Real Estate Taxes	01/05/2017	$10,505
Real Estate Taxes	06/01/2017	$10,505

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		$25,433
Total of All Transactions with this Payee/Payer for This Schedule		$25,433

Name and Address
(A)

GM Financial Leasing

75 Remittance Dr STE 1738
Chicago
OH
60675

Type or Classification
(B)

Vendor Auto Leasing

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,965
Total of All Transactions with this Payee/Payer for This Schedule		$5,965

Name and Address
(A)

Higher Logic LLC
3471330

West Bethesda
MD
20827

Type or Classification
(B)

Vender SaaS Professional Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$36,500
Total of All Transactions with this Payee/Payer for This Schedule		$36,500

Name and Address
(A)

Hill Barth and King LLC

226 North Fifth Street
Columbus
OH
43215

Type or Classification
(B)

Auditor

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$12,545
Total Non-Itemized Transactions with this Payee/Payer		$5,295
Total of All Transactions with this Payee/Payer for This Schedule		$17,840
Accounting Services	09/09/2016	$5,000
Accounting Services	12/14/2016	$7,545

Name and Address
(A)

Klamfoth Inc

6630 Hill Road 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		$6,807
Total of All Transactions with this Payee/Payer for This Schedule		$6,807

Name and Address
(A)

NetVoyage Corporation

2500 West Executive Pkwy
Lehi
UT
84043

Type or Classification
(B)

Vendor SaaS Professional Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,200
Total Non-Itemized Transactions with this Payee/Payer		$1,080
Total of All Transactions with this Payee/Payer for This Schedule		$8,280
Software Licensing	04/10/2017	$7,200

Name and Address
(A)

NimbleUser

1100 Pittsford Victor Road
Pittsford
NY
14534

Type or Classification
(B)

Vendor SaaS Professional Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$144,285
Total Non-Itemized Transactions with this Payee/Payer		$2,900
Total of All Transactions with this Payee/Payer for This Schedule		$147,185
Software Licensing	06/23/2017	$138,060
Professional Services	01/18/2017	$6,225

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		$10,765
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$10,765
Conference Center	05/19/2017	$10,765

Name and Address
(A)

Office City Express

149 Johnson Drive
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		$8,625
Total of All Transactions with this Payee/Payer for This Schedule		$8,625

Name and Address
(A)

Pamela S Dickerson

409 South Spring Road
Westerville
OH
43081

Type or Classification
(B)

Independent Consultant

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$10,340
Total of All Transactions with this Payee/Payer for This Schedule		$10,340

Name and Address
(A)

Phyllis B Kritek

3725 Edmonton Way
Concord
CA
94520

Type or Classification
(B)

Consulting Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$20,965
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$20,965
Consulting Services	02/22/2017	$10,000
Consulting Services	05/12/2017	$10,965

Name and Address
(A)

Pitney Bowes Global Financial
371887

Pittsburg
PA
15250

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		$17,340
Total of All Transactions with this Payee/Payer for This Schedule		$17,340

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		$28,988
Total Non-Itemized Transactions with this Payee/Payer		$11,680
Total of All Transactions with this Payee/Payer for This Schedule		$40,668
IT Consultant	08/15/2016	$22,219
IT Consultant	01/31/2017	$6,769

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		$48,000
Total of All Transactions with this Payee/Payer for This Schedule		$48,000

Name and Address
(A)

The Frank Doolittle Company

11811 NE 1ST ST STE A209
BELLEVUE
WA
98005

Type or Classification
(B)

Vendor Specialty Advertising

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,473
Total of All Transactions with this Payee/Payer for This Schedule		$5,473

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		$11,360
Total of All Transactions with this Payee/Payer for This Schedule		$11,360

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		$10,992
Total of All Transactions with this Payee/Payer for This Schedule		$10,992

Name and Address
(A)

Wayne L McDearmon

3497 Binborok Road North
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		$29,915
Total of All Transactions with this Payee/Payer for This Schedule		$29,915

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		$51,571
Total Non-Itemized Transactions with this Payee/Payer		$20
Total of All Transactions with this Payee/Payer for This Schedule		$51,591
Business Insurance	10/31/2016	$22,768
Business Insurance	12/14/2016	$28,803

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

SCHEDULE 19 - UNION ADMINISTRATION

FILE NUMBER: 040-094

Name and Address
(A)

The Lodge and Conference Center at Gene

4888 North Broadway
Geneva
OH
44041

Type or Classification
(B)

Conference Center

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$12,484
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$12,484
Conference Center	10/13/2016	$12,484

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.)		$413,552
401k Profit Sharing Plan	Foresite Capital Management Advisors Inc	$134,571
Employee Dental Insurance	Delta Dental	$9,964
Employee Health Insurance	United Health Care	$254,414
Employee Vision Insurance	VSP Vision Service Plan	$3,447
Employee Life Insurance and Long Term Disability	UNUM Life Insurance	$8,288
Employee Life Insurance	Companion Life Insurance Company	$671
Employee AAA Insurance	AAA Ohio Auto Club	$2,197

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

69. ADDITIONAL INFORMATION SUMMARY

FILE NUMBER: 040-094

Question 10: The Ohio Nurses Foundation (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. Ohio Nurses Foundation (ONF) 4000 East Main Street Columbus, OH 43213

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.

Schedule 13, Row1:Members Full Rate 100 Percent

Schedule 13, Row2:Members Full Rate 75 Percent

Schedule 13, Row3:Members Full Rate 50 Percent

Schedule 13, Row4:Members Full Rate 25 Percent

Schedule 13, Row5:Honorary

General Information:



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