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
513-310
2.
PERIOD COVERED
From
07/01/2017
Through
06/30/2018
3.
(a) AMENDED - Is this an amended report:
No
(b) HARDSHIP - Filed under the hardship procedures:
No
(c) TERMINAL - This
is a terminal report:
No
4. AFFILIATION OR ORGANIZATION NAME
TEACHERS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
STATE FEDERATION
6. DESIGNATION NBR
8033
7. UNIT NAME (if any)
OHIO
8. MAILING ADDRESS (Type or print in capital
letters)
First Name
MELISSA
Last Name
CROPPER
P.O Box - Building and Room Number
Number and Street
1251 E. BROAD STREET
City
COLUMBUS
State
OH
ZIP Code + 4
43205
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:
Melissa Cropper
PRESIDENT
71. SIGNED:
Brian Kessler
TREASURER
Date:
Sep 24, 2018
Telephone
Number:
614-258-3240
Date:
Sep 25, 2018
Telephone
Number:
330-998-1672
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21
FILE NUMBER:
513-310
10. During the reporting period did the labor
organization create or participate in the administration of
a trust or a fund or organization, as defined in the
instructions, which provides benefits for members or
beneficiaries?
No
11(a). During the reporting period did the
labor organization have a political action committee (PAC)
fund?
Yes
11(b). During the reporting period did the
labor organization have a subsidiary organization as
defined in Section X of these Instructions?
No
12. During the reporting period did the labor
organization have an audit or review of its books and
records by an outside accountant or by a parent body
auditor/representative?
Yes
13. During the reporting period did the labor
organization discover any loss or shortage of funds or
other assets? (Answer "Yes" even if there has
been repayment or recovery.)
No
14. What is the maximum amount recoverable
under the labor organization's fidelity bond for a
loss caused by any officer, employee or agent of the labor
organization who handled union funds?
$500,000
15. During the reporting period did the labor
organization acquire or dispose of any assets in a manner
other than purchase or sale?
No
16. Were any of the labor organization's
assets pledged as security or encumbered in any way at the
end of the reporting period?
No
17. Did the labor organization have any
contingent liabilities at the end of the reporting period?
No
18. During the reporting period did the labor
organization have any changes in its constitution or
bylaws, other than rates of dues and fees, or in
practices/procedures listed in the instructions?
Yes
19. What is the date of the labor
organization's next regular election of officers?
02/2020
20. How many members did the labor organization
have at the end of the reporting period?
14,461
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
N/A
per
Month
9.27
13.46
(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:
513-310
ASSETS
ASSETS
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash
$1,554,220
$1,888,519
23. Accounts Receivable
1
$0
24. Loans Receivable
2
25. U.S. Treasury
Securities
$0
$0
26. Investments
5
$103,712
$105,515
27. Fixed Assets
6
$631,224
$631,224
28. Other Assets
7
29.
TOTAL ASSETS
$2,289,156
$2,625,258
LIABILITIES
LIABILITIES
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable
8
$0
$0
31. Loans Payable
9
32. Mortgages Payable
$0
$0
33. Other Liabilities
10
34. TOTAL
LIABILITIES
$0
$0
35. NET
ASSETS
$2,289,156
$2,625,258
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B -
RECEIPTS AND DISBURSEMENTS
FILE NUMBER:
513-310
CASH
RECEIPTS
SCH
AMOUNT
36. Dues and Agency Fees
$0
37. Per Capita Tax
$1,885,058
38. Fees, Fines,
Assessments, Work Permits
$0
39. Sale of Supplies
$0
40. Interest
$7,248
41. Dividends
$4,286
42. Rents
$0
43. Sale of Investments
and Fixed Assets
3
$0
44. Loans Obtained
9
45. Repayments of Loans
Made
2
46. On Behalf of
Affiliates for Transmittal to Them
$0
47. From Members for
Disbursement on Their Behalf
$0
48. Other Receipts
14
$244,701
49. TOTAL RECEIPTS
$2,141,293
CASH DISBURSEMENTS
SCH
AMOUNT
50.
Representational Activities
15
$645,885
51.
Political Activities and Lobbying
16
$255,257
52.
Contributions, Gifts, and Grants
17
$87,070
53. General
Overhead
18
$107,225
54. Union
Administration
19
$344,176
55. Benefits
20
$299,154
56. Per
Capita Tax
$0
57. Strike
Benefits
$0
58. Fees,
Fines, Assessments, etc.
$0
59. Supplies
for Resale
$0
60. Purchase
of Investments and Fixed Assets
4
$4,286
61. Loans
Made
2
62.
Repayment of Loans Obtained
9
63. To
Affiliates of Funds Collected on Their Behalf
$0
64. On
Behalf of Individual Members
$0
65. Direct
Taxes
$63,941
66. Subtotal
$1,806,994
67.
Withholding Taxes and Payroll Deductions
67a. Total
Withheld
$270,681
67b. Less Total
Disbursed
$270,681
67c.
Total Withheld But Not Disbursed
68.
TOTAL DISBURSEMENTS
$1,806,994
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS
RECEIVABLE AGING SCHEDULE
FILE NUMBER:
513-310
Entity or Individual Name
(A)
Total Account Receivable
(B)
90-180 Days
Past Due
(C)
180+ Days
Past Due
(D)
Liquidated Account
Receivable
(E)
Total of all itemized
accounts receivable
$0
$0
$0
$0
Totals from all other
accounts receivable
Totals
(Total of Column (B) will be automatically entered in Item
23, Column(B))
$0
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS
RECEIVABLE
FILE NUMBER:
513-310
List below loans to officers, employees, or members which
at any time during the reporting period exceeded $250 and
list all loans to business enterprises regardless of amount.
(A)
Loans
Outstanding at
Start of Period
(B)
Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1)
Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not
listed above
Total of all lines
above
$0
$0
$0
$0
$0
Totals will be
automatically entered in...
Item 24
Column (A)
Item 61
Item 45
Item 69
with Explanation
Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF
INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
513-310
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Gross Sales Price
(D)
Amount Received
(E)
Total of all
lines above
$0
$0
$0
$0
Less Reinvestments
$0
(The
total from Net Sales Line will be automatically entered
in Item 43)
Net Sales
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE
OF INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
513-310
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total
of all lines above
$4,286
$4,286
$4,286
Mutual Fund
$4,286
$4,286
$4,286
Less Reinvestments
$0
(The
total from Net Purchases Line will be automatically
entered in Item 60.)
Net Purchases
$4,286
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 -
INVESTMENTS
FILE NUMBER:
513-310
Description
(A)
Amount
(B)
Marketable Securities
A. Total Cost
$91,838
B. Total Book Value
$105,515
C. List each
marketable security which has a book value over $5,000
and exceeds 5% of Line B.
Am Funds, Capital Income Builder, 1,759.653 shares
$105,515
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))
$105,515
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED
ASSETS
FILE NUMBER:
513-310
Description
(A)
Cost or Other Basis
(B)
Total Depreciation or
Amount Expensed
(C)
Book Value
(D)
Value
(E)
A.
Land (give location)
Land
1
:
1251 E Broad St., Columbus, Ohio
$50,000
$50,000
$50,000
B.
Buildings (give location)
Building
1
:
1251 E Broad St., Columbus, Ohio
$581,224
$581,224
$581,224
C. Automobiles
and
Other Vehicles
$23,267
$23,267
$0
$0
D. Office
Furniture
and Equipment
E.
Other Fixed Assets
F. Totals of Lines A through E
(Column(D) Total will be automatically entered in Item
27, Column(B))
$654,491
$23,267
$631,224
$631,224
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER
ASSETS
FILE NUMBER:
513-310
Description
(A)
Book Value
(B)
Total
(Total will be automatically entered in Item 28, Column(B))
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS
PAYABLE AGING SCHEDULE
FILE NUMBER:
513-310
Entity or Individual Name
(A)
Total Account
Payable
(B)
90-180 Days
Past Due
(C)
180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable
$0
$0
$0
$0
Total from all other accounts payable
$0
$0
$0
$0
Totals
(Total for Column(B) will be automatically entered in Item
30, Column(D))
$0
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS
PAYABLE
FILE NUMBER:
513-310
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:
513-310
Description
(A)
Amount at End of Period
(B)
Total Other Liabilities
(Total will be automatically entered in Item 33, Column(D))
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL
OFFICERS AND DISBURSEMENTS TO OFFICERS
FILE NUMBER:
513-310
(A) Name
(B) Title
(C) Status
(D)
Gross Salary
Disbursements
(before any
deductions)
(E)
Allowances
Disbursed
(F)
Disbursements
for Official Business
(G)
Other
Disbursements not reported in
(D) through (F)
(H)
TOTAL
A
B
C
Cropper
,
Melissa
A President C
$122,511
$13,189
$10,200
$145,900
I
Schedule 15
Representational Activities
30
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
Schedule 18
General Overhead
30
%
Schedule 19
Administration
30
%
A
B
C
Obrenski
,
Shari
L Vice President C
$2,295
$321
$2,616
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
A
B
C
Black
,
Raymond
L Vice President C
$2,295
$900
$3,195
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
A
B
C
Kessler
,
Brian
J Treasurer C
$5,559
$645
$6,204
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
A
B
C
Hernandez
,
Catherine
Secretary C
$2,295
$624
$2,919
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
Total Officer
Disbursements
$134,955
$0
$15,679
$10,200
$160,834
Less Deductions
$16,514
Net
Disbursements
$144,320
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 -
DISBURSEMENTS TO EMPLOYEES
FILE NUMBER:
513-310
(A) Name
(B) Title
(C) Other Payer
(D)
Gross Salary
Disbursements
(before any
deductions)
(E)
Allowances Disbursed
(F)
Disbursements for Official Business
(G)
Other Disbursements not reported in
(D) through (F)
(H)
TOTAL
A
B
C
Johnson
,
Darold
M Director, Political 0
$109,112
$4,918
$114,030
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
100
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Lesser
,
Mark
J Comptroller 0
$76,097
$2,586
$78,683
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
A
B
C
Luther
,
Kim
K Field Coordinator 0
$103,084
$16,334
$119,418
I
Schedule 15
Representational Activities
95
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Rose
,
Thomas
J Field Coordinator 0
$103,236
$20,506
$123,742
I
Schedule 15
Representational Activities
95
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Thompson
,
Irveda
Admin Asst/Ofc Mgr 0
$11,001
$176
$11,177
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
100
%
A
B
C
Tully
,
Deborah
I Director, Pro Issues 0
$104,817
$7,008
$111,825
I
Schedule 15
Representational Activities
95
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Walsh
,
Megann
E Field Coordinator 0
$52,245
$9,373
$61,618
I
Schedule 15
Representational Activities
95
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Zellner
,
Lisa
K Director, Communications 0
$103,236
$1,372
$104,608
I
Schedule 15
Representational Activities
70
%
Schedule 16
Political Activities and Lobbying
30
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
A
B
C
Jones-Petru
,
Jessica
J Coord of Field Services 0
$74,685
$12,805
$87,490
I
Schedule 15
Representational Activities
95
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
TOTALS RECEIVED
BY EMPLOYEES MAKING $10,000 OR LESS
$13,061
$384
$13,445
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
100
%
Schedule 19
Administration
Total
Employee Disbursements
$750,574
$0
$75,462
$0
$826,036
Less
Deductions
$254,167
Net Disbursements
$571,869
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 -
MEMBERSHIP STATUS
FILE NUMBER:
513-310
Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members
(Total of all lines above)
14,461
Agency Fee Payers*
690
Total Members/Fee Payers
15,151
*Agency Fee Payers are
not considered members of the labor organization.
FULL
14,461
Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE
- SCHEDULES 14 THROUGH 19
FILE NUMBER:
513-310
SCHEDULE 14 OTHER RECEIPTS
1. Named Payer
Itemized Receipts
$201,995
2. Named Payer
Non-itemized Receipts
$13,569
3. All Other Receipts
$29,137
4. Total
Receipts
$244,701
SCHEDULE 17 CONTRIBUTIONS,
GIFTS & GRANTS
1. Named Payee
Itemized Disbursements
$59,185
2. Named Payee
Non-itemized Disbursements
$7,500
3. To Officers
$0
4. To Employees
$0
5. All Other
Disbursements
$20,385
6. Total
Disbursements
$87,070
SCHEDULE 15 REPRESENTATIONAL
ACTIVITIES
1. Named Payee
Itemized Disbursements
$50,000
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$43,770
4. To Employees
$552,115
5. All Other
Disbursements
6. Total
Disbursements
$645,885
SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee
Itemized Disbursements
$7,890
2. Named Payee
Non-itemized Disbursements
$16,437
3. To Officers
$43,770
4. To Employees
$13,445
5. All Other
Disbursements
$25,683
6. Total
Disbursements
$107,225
SCHEDULE 16 POLITICAL
ACTIVITIES AND LOBBYING
1. Named Payee
Itemized Disbursements
$50,000
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$14,590
4. To Employees
$170,617
5. All Other
Disbursements
$20,050
6. Total
Disbursements
$255,257
SCHEDULE 19 UNION
ADMINISTRATION
1. Named Payee
Itemized Disbursements
$98,161
2. Named Payee
Non-itemized Disbursements
$15,905
3. To Officers
$58,704
4. To Employees
$89,860
5. All Other
Disbursements
$81,546
6. Total
Disbursements
$344,176
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER
RECEIPTS
FILE NUMBER:
513-310
Name and Address
(A)
American Fed of Teachers
555 NEW JERSEY AVE., NW WASHINGTON DC 20001
Type or Classification
(B)
Union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$201,995
Total
Non-Itemized Transactions with this Payee/Payer
$13,569
Total of All Transactions with this
Payee/Payer for This Schedule
$215,564
Assistance Solidarity
08/30/2017
$34,044
Assistance Solidarity
11/09/2017
$39,682
Assistance Solidarity
02/16/2018
$39,902
Assistance Solidarity
05/03/2018
$31,094
Employment Assistance
02/16/2018
$18,255
Employment Assistance
06/30/2018
$16,698
Formula Assistance
01/05/2018
$5,040
Formula Assistance
01/05/2018
$8,640
Formula Assistance
06/30/2018
$8,640
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 -
REPRESENTATIONAL ACTIVITIES
FILE NUMBER:
513-310
Name and Address
(A)
AFT Great Lakes Regional
500 Oakmont Ln Wesmont IL 60559
Type or Classification
(B)
Union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$50,000
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$50,000
Organizing
03/05/2018
$50,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 -
POLITICAL ACTIVITIES AND LOBBYING
FILE NUMBER
513-310
Name and Address
(A)
Ohio Federation of Teachers PCE
1251 E Broad St Columbus OH 43205
Type or Classification
(B)
Political Contributing Entity (PCE)
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$50,000
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$50,000
Political
07/27/2017
$50,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 -
CONTRIBUTIONS, GIFTS & GRANTS
FILE NUMBER:
513-310
Name and Address
(A)
Cleveland Heights Teachers Union
2490 Lee Blvd, #106 Cleveland Heights OH 44118
Type or Classification
(B)
Union
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$6,685
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$6,685
Grants (Legal)
01/18/2018
$6,685
Name and Address
(A)
Innovation Ohio
35 E Gay St, Suite 260 Columbus OH 43215
Type or Classification
(B)
Research Organization
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$7,500
Total
Non-Itemized Transactions with this Payee/Payer
$2,500
Total of All Transactions with this
Payee/Payer for This Schedule
$10,000
Membership/Contribution
10/11/2017
$7,500
Name and Address
(A)
One Ohio Now
175 S Third Street, #250 Columbus OH 43215
Type or Classification
(B)
Coalition
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$15,000
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$15,000
Membership/Contribution
10/11/2017
$15,000
Name and Address
(A)
Policy Matters Ohio
3631 Perkins Ave Cleveland OH 44114
Type or Classification
(B)
Research Organization
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$15,000
Total
Non-Itemized Transactions with this Payee/Payer
$2,500
Total of All Transactions with this
Payee/Payer for This Schedule
$17,500
Membership/Contribution
10/11/2017
$15,000
Name and Address
(A)
Progress Ohio
35 E Gay Street, Suite 404 Columbus OH 43215
Type or Classification
(B)
Advocacy and educational organization
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$7,500
Total
Non-Itemized Transactions with this Payee/Payer
$2,500
Total of All Transactions with this
Payee/Payer for This Schedule
$10,000
Membership/Contribution
10/11/2017
$7,500
Name and Address
(A)
UHCAN of Ohio
370 S 5th St Columbus OH 43215
Type or Classification
(B)
Advocacy organization
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$7,500
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$7,500
Membership/Contribution
05/01/2018
$7,500
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL
OVERHEAD
FILE NUMBER:
513-310
Name and Address
(A)
Auto Owners Insurance PO Box 740312
Cincinnati OH 45274
Type or Classification
(B)
Insurance
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,250
Total of All Transactions with this
Payee/Payer for This Schedule
$5,250
Name and Address
(A)
Franklin County Treasurer
PO Box 742538 CINCINNATI OH 45274
Type or Classification
(B)
County Treasurer
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$7,890
Total
Non-Itemized Transactions with this Payee/Payer
$737
Total of All Transactions with this
Payee/Payer for This Schedule
$8,627
Real Estate Taxes
01/05/2018
$7,890
Name and Address
(A)
Nelson's Cleaning PO Box 715
Worthington OH 43085
Type or Classification
(B)
Building Maintenance Vendor
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,268
Total of All Transactions with this
Payee/Payer for This Schedule
$5,268
Name and Address
(A)
Time Warner Cable PO Box 0916
Carol Stream IL 60132
Type or Classification
(B)
Telephone and cable provider
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,182
Total of All Transactions with this
Payee/Payer for This Schedule
$5,182
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION
ADMINISTRATION
FILE NUMBER:
513-310
Name and Address
(A)
Barkan & Meizlish
250 E Broad Street, 10th Fl Columbus OH 43215
Type or Classification
(B)
Legal Firm
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$9,357
Total
Non-Itemized Transactions with this Payee/Payer
$3,296
Total of All Transactions with this
Payee/Payer for This Schedule
$12,653
Legal Fees
12/07/2017
$9,357
Name and Address
(A)
Crown Plaza Dublin
600 Metro Place North Dublin OH 43017
Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$9,359
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$9,359
Meetings
10/05/2017
$9,359
Name and Address
(A)
Doubletree
50 S Front St Columbus OH 43215
Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$26,577
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$26,577
Meetings
08/03/2017
$26,577
Name and Address
(A)
Four Corner Promotions LLC
250 Chatham Way #866 Mayfield Heights OH 44124
Type or Classification
(B)
Awards, Recognitions, Supplies Vendor
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,029
Total of All Transactions with this
Payee/Payer for This Schedule
$5,029
Name and Address
(A)
Hannah News Service
21 W Broad St Columbus OH 43215
Type or Classification
(B)
News Service
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,268
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$5,268
Literature/Subscriptions
03/15/2018
$5,268
Name and Address
(A)
Hilton Columbus/Polaris
8700 Lyra Drive Columbus OH 43240
Type or Classification
(B)
Hotel
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$37,541
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$37,541
Meetings
03/15/2018
$37,541
Name and Address
(A)
Support Technologies Corp
4955 Central College Rd Westerville OH 43081
Type or Classification
(B)
IT Consulting Company
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$7,580
Total of All Transactions with this
Payee/Payer for This Schedule
$7,580
Name and Address
(A)
The Ciulla Group, LLC
6364 Pearl Road Cleveland OH 44130
Type or Classification
(B)
Accounting, Audit Firm
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$10,059
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$10,059
Accounting, Audit
10/20/2017
$10,059
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 -
BENEFITS
FILE NUMBER:
513-310
Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all
lines above (Total will be automatically entered in Item
55.)
$299,154
Retirement/Pension Plan
American Funds
$93,096
Hospitalization and other insurance
United Health Care
$155,587
President Benefits
Georgetown Exempted Village Schools
$31,463
Dental
Dental Care Plus Group
$8,321
Insurances: Life, LTD, STD
American United Life Ins Co
$9,073
Other Benefit Items
Other Benefit Items
$1,614
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL
INFORMATION SUMMARY
FILE NUMBER:
513-310
Question 11(a):
Question 11(a): Ohio Federation of Teachers Political Contributing Entity
Files with Ohio Secretary of State
File 6820
Question 12: Ciulla Group, LLC
Certified Public Accountants
6364 Pearl Road
Cleveland, Ohio 44130-3052
Question 18: Updated Constitution Attached
Statement A,
Cash Begin Total: N/A
Statement A,Other Asset Book Value Begin Total: N/A
Schedule 13, Row1:
Schedule 13, Row1:All 15,121
Fee Payers: 690
Full (Full Dues) paid by members of organization