040-094 (LM2) 06/30/2018

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	07/01/2017
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 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 Kelly	Last Name Troutman
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:

Brian J Burger

PRESIDENT

71. SIGNED:

Janet E Timmons

TREASURER

Date:

Sep 28, 2018

Telephone Number:

513-227-5240

Date:

Sep 27, 2018

Telephone Number:

614-325-0226

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?	10/2019

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

10,466

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	457.54	590.99
(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		$1,351,287	$2,010,005
23. Accounts Receivable	1	$155,353	$5,115
24. Loans Receivable	2	$0	$0
25. U.S. Treasury Securities		$0	$0
26. Investments	5	$979,148	$995,213
27. Fixed Assets	6	$1,036,096	$1,053,153
28. Other Assets	7	$211,273	$121,404
29. TOTAL ASSETS		$3,733,157	$4,184,890

LIABILITIES

LIABILITIES	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
30. Accounts Payable	8	$257,860	$164,830
31. Loans Payable	9	$0	$0
32. Mortgages Payable		$0	$0
33. Other Liabilities	10	$525,173	$706,114
34. TOTAL LIABILITIES		$783,033	$870,944

35. NET ASSETS

$2,950,124

$3,313,946

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		$3,493,577
37. Per Capita Tax		$0
38. Fees, Fines, Assessments, Work Permits		$0
39. Sale of Supplies		$0
40. Interest		$232
41. Dividends		$25,293
42. Rents		$0
43. Sale of Investments and Fixed Assets	3	$1,063,477
44. Loans Obtained	9	$0
45. Repayments of Loans Made	2	$0
46. On Behalf of Affiliates for Transmittal to Them		$3,128,786
47. From Members for Disbursement on Their Behalf		$0
48. Other Receipts	14	$743,011
49. TOTAL RECEIPTS		$8,454,376

CASH DISBURSEMENTS		SCH	AMOUNT
50. Representational Activities		15	$826,818
51. Political Activities and Lobbying		16	$183,645
52. Contributions, Gifts, and Grants		17	$7,057
53. General Overhead		18	$2,066,779
54. Union Administration		19	$170,632
55. Benefits		20	$417,480
56. Per Capita Tax			$78,613
57. Strike Benefits			$0
58. Fees, Fines, Assessments, etc.			$0
59. Supplies for Resale			$0
60. Purchase of Investments and Fixed Assets		4	$760,160
61. Loans Made		2	$0
62. Repayment of Loans Obtained		9	$0
63. To Affiliates of Funds Collected on Their Behalf			$3,128,786
64. On Behalf of Individual Members			$0
65. Direct Taxes			$155,688

66. Subtotal			$7,795,658
67. Withholding Taxes and Payroll Deductions
67a. Total Withheld	$181,803
67b. Less Total Disbursed	$181,803
67c. Total Withheld But Not Disbursed
68. TOTAL DISBURSEMENTS			$7,795,658

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	$5,115	$0	$0	$0
Totals from all other accounts receivable
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B))	$5,115	$0	$0	$0
Mid-Ohio Nurses Association	$5,115

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	$1,544,267	$555,386	$1,063,477	$1,063,477
Building, 4000 E. Main Street, Columbus, Ohio	$1,478,219	$489,338	$995,000	$995,000
Marketable Securities	$66,048	$66,048	$68,477	$68,477

				Less Reinvestments	$0
(The total from Net Sales Line will be automatically entered in Item 43)				Net Sales	$1,063,477

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	$760,160	$760,044	$760,160
Marketable Securities	$93,652	$93,536	$93,652
Office Equipment	$9,511	$9,511	$9,511
Computer Software	$16,247	$16,247	$16,247
Building	$640,750	$640,750	$640,750

		Less Reinvestments	$0
(The total from Net Purchases Line will be automatically entered in Item 60.)		Net Purchases	$760,160

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	$995,213
B. Total Book Value	$995,213
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.

FEDERATED GOVT OBLIGATION FUND #117	$56,249
NORTHERN ULTRA-SHORT FIXED I	$57,000

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))

$995,213

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)	$0		$0	$0

B. Buildings (give location)
Building 1 : 3760 RIDGE MILL DRIVE	$640,750	$0	$640,750	$750,000

C. Automobiles and Other Vehicles

D. Office Furniture and Equipment

$256,361

$183,617

$72,744

E. Other Fixed Assets

$895,548

$555,889

$339,659

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

$1,792,659

$739,506

$1,053,153

$1,162,403

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))	$121,404
Prepaid Assets	$121,395
Deferred Compensation Trust	$9

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	$164,830	$0	$0	$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D))	$164,830	$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)

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))	$706,114
Accrued Payroll Expenses	$148,451
Payable to Affiliates	$243,072
Other Liabilities	$269,134
Deferred Compensation Fund	$9
Lease Obligations	$45,448

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

Burger , Brian
President
C

$3,200

$936

$4,136

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

Lanier , Jan
1st Vice President
N

$2,985

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

Malberti , Shelly
2nd Vice President
N

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
Secretary
N

$1,728

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

Timmons , Janet
Treasurer
N

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
Director
C

$573

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
Director
C

$314

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

Mercentile , Iris
Director
C

$1,721

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
C

$510

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

Weitzel , Robert
Director
N

$104

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
Director
C

$1,183

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

$381

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

Severino , Gina
Director
N

$120

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

$2,530

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

Renninger , Holly
Director
N

$75

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
President
P

$1,200

$354

$1,554

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
P

$393

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
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

Stump , Jonathan
Treasurer
P

$80

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
P

$1,411

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
P

$1,683

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
P

$169

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
Director
P

$417

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	$4,400	$17,676	$0	$22,076
Less Deductions
Net Disbursements					$22,076

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

$99,383

$224

$99,607

Schedule 15
Representational Activities

70 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

24 %

Schedule 19
Administration

6 %

A
B
C

Bukoffsky , Tiffany
Director of HP and NP
None

$88,943

$1,200

$90,143

Schedule 15
Representational Activities

1 %

Schedule 16
Political Activities and Lobbying

54 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

45 %

Schedule 19
Administration

0 %

A
B
C

Carmack , Carolyn
Labor Representative
None

$65,548

$907

$66,455

Schedule 15
Representational Activities

81 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

18 %

Schedule 19
Administration

0 %

A
B
C

Chovanak , Lori
CEO
None

$157,234

$6,080

$163,314

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

95 %

Schedule 19
Administration

5 %

A
B
C

Coleman , Catherine
Labor Representative
None

$22,521

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

$126,097

$5,023

$131,120

Schedule 15
Representational Activities

39 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

51 %

Schedule 19
Administration

9 %

A
B
C

Danielson , Pam
Executive Assistant
None

$69,504

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

Dowden , Dodie
Member Experience Special
None

$44,454

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

Dzubak , Jessica
Nurse Planner
None

$19,826

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

99 %

Schedule 19
Administration

0 %

A
B
C

Hauser , Joe
Director of CE
None

$82,588

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

$77,291

Schedule 15
Representational Activities

72 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

26 %

Schedule 19
Administration

2 %

A
B
C

Homan , Molly
Director of Marketing
None

$71,404

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

Humphreys , James
Organizer
None

$40,181

$3,434

$43,615

Schedule 15
Representational Activities

86 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

14 %

Schedule 19
Administration

0 %

A
B
C

Koparde , Sangita
Organizer
None

$53,953

Schedule 15
Representational Activities

83 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

14 %

Schedule 19
Administration

2 %

A
B
C

Larson , Brian
Labor Representative
None

$74,823

Schedule 15
Representational Activities

72 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

14 %

Schedule 19
Administration

14 %

A
B
C

Lemery , Angie
Business Office Admin
None

$60,443

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

99 %

Schedule 19
Administration

0 %

A
B
C

Marlow , Brandon
Labor Representative
None

$41,289

Schedule 15
Representational Activities

60 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

27 %

Schedule 19
Administration

13 %

A
B
C

Mattern , Shannon
DEO Communications
None

$78,901

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

Mendiola , Dominic
Labor Representative
None

$30,815

Schedule 15
Representational Activities

96 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

2 %

Schedule 19
Administration

2 %

A
B
C

Mueller , Anne
Labor Representative
None

$33,136

Schedule 15
Representational Activities

91 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

4 %

Schedule 19
Administration

5 %

A
B
C

Pence , Brad
CFO
None

$78,051

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 , Sandy
Membership Controller
None

$47,861

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

Ransone , Anne
CMO
None

$48,491

Schedule 15
Representational Activities

3 %

Schedule 16
Political Activities and Lobbying

9 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

87 %

Schedule 19
Administration

0 %

A
B
C

Sanchez , Jorge
Labor Representative
None

$32,843

Schedule 15
Representational Activities

71 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

22 %

Schedule 19
Administration

7 %

A
B
C

Schweitzer , Kelli
Director of CE
None

$17,915

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

Smith , Robin
Membership Controller
None

$77,842

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

18 %

Schedule 19
Administration

82 %

A
B
C

Swearingen , Sandy
CE Specialist
None

$67,308

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

Walker , Lisa
Health Policy Specialist
None

$67,861

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

42 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

56 %

Schedule 19
Administration

1 %

A
B
C

Wolfe , Rachel
Executive Assistant
None

$61,777

Schedule 15
Representational Activities

78 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

20 %

Schedule 19
Administration

2 %

TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS

$2,571

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 %

Total Employee Disbursements	$1,840,854	$0	$16,868	$0	$1,857,722
Less Deductions
Net Disbursements					$1,857,722

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)	10,466
Agency Fee Payers*	117
Total Members/Fee Payers	10,583
*Agency Fee Payers are not considered members of the labor organization.
Members Full Rate 100 Percent	9,347	Yes
Members Full Rate 50 Percent	747	Yes
Members Full Rate 25 Percent	365	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	$178,375
2. Named Payer Non-itemized Receipts	$4,768
3. All Other Receipts	$559,868
4. Total Receipts	$743,011

SCHEDULE 17 CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements	$5,000
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$0
4. To Employees	$2,057
5. All Other Disbursements
6. Total Disbursements	$7,057

SCHEDULE 15 REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements	$123,623
2. Named Payee Non-itemized Disbursements	$47,364
3. To Officers	$0
4. To Employees	$545,140
5. All Other Disbursements	$110,691
6. Total Disbursements	$826,818

SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee Itemized Disbursements	$410,971
2. Named Payee Non-itemized Disbursements	$423,290
3. To Officers	$22,076
4. To Employees	$1,069,073
5. All Other Disbursements	$141,369
6. Total Disbursements	$2,066,779

SCHEDULE 16 POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements	$90,000
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$0
4. To Employees	$84,861
5. All Other Disbursements	$8,784
6. Total Disbursements	$183,645

SCHEDULE 19 UNION ADMINISTRATION
1. Named Payee Itemized Disbursements	$5,130
2. Named Payee Non-itemized Disbursements	$1,710
3. To Officers	$0
4. To Employees	$156,592
5. All Other Disbursements	$7,200
6. Total Disbursements	$170,632

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

SCHEDULE 14 - OTHER RECEIPTS

FILE NUMBER: 040-094

Name and Address
(A)

American Federation of Teachers

555 New Jersy Avenue
Washington
DC
20001

Type or Classification
(B)

National Affiliate

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$148,199
Total Non-Itemized Transactions with this Payee/Payer		$4,768
Total of All Transactions with this Payee/Payer for This Schedule		$152,967
50% of CAPS	05/03/2018	$12,606
Legal Fees Reimbursement	09/08/2017	$27,995
Legal Fees Reimbursement	11/13/2017	$13,704
ST Solidarity	05/07/2018	$39,759
ONA Organizer AFT Share	07/31/2017	$6,015
ONA Organizer AFT Share	08/31/2017	$6,015
ONA Organizer AFT Share	09/30/2017	$6,015
ONA Organizer AFT Share	10/31/2017	$4,010
ONA Organizer AFT Share	11/30/2017	$4,010
ONA Organizer AFT Share	12/31/2017	$4,010
ONA Organizer AFT Share	01/04/2018	$4,010
ONA Organizer AFT Share	02/05/2018	$4,010
ONA Organizer AFT Share	03/06/2018	$4,010
ONA Organizer AFT Share	04/09/2018	$4,010
ONA Organizer AFT Share	05/03/2018	$4,010
ONA Organizer AFT Share	06/26/2018	$4,010

Name and Address
(A)

California Casualty Management

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
Total of All Transactions with this Payee/Payer for This Schedule		$7,000
Royalties	11/03/2017	$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		$23,176
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$23,176
Dues Rebate	07/31/2017	$12,180
Dues Rebate	08/31/2017	$10,996

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

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES

FILE NUMBER: 040-094

Name and Address
(A)

Bloomberg BNA
7814

Edison
NJ
08818

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		$6,753
Total of All Transactions with this Payee/Payer for This Schedule		$6,753

Name and Address
(A)

Cloppert Latanich 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		$63,073
Total Non-Itemized Transactions with this Payee/Payer		$18,000
Total of All Transactions with this Payee/Payer for This Schedule		$81,073
Legal Services	10/26/2017	$10,644
Legal Services	11/20/2017	$15,729
Legal Services	12/18/2017	$8,264
Legal Services	01/18/2018	$5,424
Legal Services	02/13/2018	$11,644
Legal Services	05/15/2018	$11,368

Name and Address
(A)

Hueston Woods

5201 Lodge Road
College Corner
OH
45003

Type or Classification
(B)

Conference

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$12,030
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$12,030
Lodge and conference room fee	10/03/2017	$12,030

Name and Address
(A)

Muskovitz and Lemmerbrock LLC

1621 Euclid Avenue Ste 1
Cleveland
OH
44115

Type or Classification
(B)

Attorney

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$48,520
Total Non-Itemized Transactions with this Payee/Payer		$3,607
Total of All Transactions with this Payee/Payer for This Schedule		$52,127
Legal Services	07/12/2017	$7,978
Legal Services	10/26/2017	$6,049
Legal Services	11/30/2017	$8,645
Legal Services	12/18/2017	$15,220
Legal Services	01/18/2018	$10,628

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		$19,004
Total of All Transactions with this Payee/Payer for This Schedule		$19,004

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		$84,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$84,000
Lobbying Consultant	08/21/2017	$14,000
Lobbying Consultant	09/13/2017	$7,000
Lobbying Consultant	10/26/2017	$7,000
Lobbying Consultant	11/20/2017	$7,000
Lobbying Consultant	12/18/2017	$7,000
Lobbying Consultant	02/15/2018	$14,000
Lobbying Consultant	03/13/2018	$7,000
Lobbying Consultant	05/14/2018	$14,000
Lobbying Consultant	06/14/2018	$7,000

Name and Address
(A)

Phone2Action Inc.

718 7th Street NW
Washington
DC
20001

Type or Classification
(B)

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	04/10/2018	$6,000

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

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS

FILE NUMBER: 040-094

Name and Address
(A)

AFT Disaster Reflief Fund

555 New Jersy Avenue
Washington
DC
20001

Type or Classification
(B)

Charity

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
Donation	11/02/2017	$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)

Utility

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$18,017
Total of All Transactions with this Payee/Payer for This Schedule		$18,017

Name and Address
(A)

Applied Information Technologies

10125 Colesville Rd
Silver Spring
MD
20901

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		$14,179
Total of All Transactions with this Payee/Payer for This Schedule		$14,179

Name and Address
(A)

Aridaco LLC

4211 Carey Ln
Bloomfield Hills
MI
48301

Type or Classification
(B)

Professional Fees

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$15,000
Total Non-Itemized Transactions with this Payee/Payer		$11,500
Total of All Transactions with this Payee/Payer for This Schedule		$26,500
Consulting	12/27/2017	$8,000
Consulting	05/14/2018	$7,000

Name and Address
(A)

Association Technologies Inc.

470 W. Roosevelt Rd Ste 1
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		$6,109
Total of All Transactions with this Payee/Payer for This Schedule		$6,109

Name and Address
(A)

Cincinnati Insurance Company
145620

Cincinnati
OH
45250

Type or Classification
(B)

Insurance Company

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$37,717
Total Non-Itemized Transactions with this Payee/Payer		$1,925
Total of All Transactions with this Payee/Payer for This Schedule		$39,642
Insurance	12/18/2017	$10,639
Insurance	01/30/2018	$27,078

Name and Address
(A)

Cloppert Latanick Sauter & 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		$21,616
Total Non-Itemized Transactions with this Payee/Payer		$22,508
Total of All Transactions with this Payee/Payer for This Schedule		$44,124
Legal Services	10/26/2017	$5,488
Legal Services	11/20/2017	$5,920
Legal Services	01/30/2018	$10,208

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		$23,943
Total of All Transactions with this Payee/Payer for This Schedule		$23,943

Name and Address
(A)

Easypermit Postage
371874

Pittsburgh
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		$19,203
Total of All Transactions with this Payee/Payer for This Schedule		$19,203

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		$50,610
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$50,610
ONR Publication	08/17/2017	$8,935
ONR Publication	09/28/2017	$13,747
ONR Publication	12/18/2017	$9,872
ONR Publication	02/27/2018	$8,926
ONR Publication	04/04/2018	$9,130

Name and Address
(A)

Florida Nurses Association

1235 E. Concord St.
Orlando
FL
32803

Type or Classification
(B)

Trade Association

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
Donation	11/30/2017	$5,000

Name and Address
(A)

Franklin County Treasurer

373 S. High Street
Columbus
OH
43215

Type or Classification
(B)

Real Estate Taxes

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$11,120
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$11,120
Real Estate Taxes	02/01/2018	$11,120

Name and Address
(A)

GFC Leasing
2290

Madison
WI
53701

Type or Classification
(B)

Copier Lease

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$19,144
Total of All Transactions with this Payee/Payer for This Schedule		$19,144

Name and Address
(A)

GM Financial Leasing

75 Remittance Dr
Chicago
IL
60675

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		$11,407
Total of All Transactions with this Payee/Payer for This Schedule		$11,407

Name and Address
(A)

Gulf Coast Partners

4000 East Main Street
Columbus
OH
43213

Type or Classification
(B)

Office

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$12,060
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$12,060
Rent	05/01/2018	$6,030
Rent	06/01/2018	$6,030

Name and Address
(A)

Higher Logic, LLC
645579

Pittsburgh
PA
15264

Type or Classification
(B)

Website Hosting

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,050
Total Non-Itemized Transactions with this Payee/Payer		$26,100
Total of All Transactions with this Payee/Payer for This Schedule		$33,150
Website	04/03/2018	$7,050

Name and Address
(A)

HighRoad Solution, LLC
915

Ashburn
VA
20146

Type or Classification
(B)

Website

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$20,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$20,000
Platform Services and Professional Services	12/13/2017	$20,000

Name and Address
(A)

Hill, Barth & King LLC

226 North Fifth Street
Columbus
OH
43215

Type or Classification
(B)

Accounting Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$41,400
Total Non-Itemized Transactions with this Payee/Payer		$13,200
Total of All Transactions with this Payee/Payer for This Schedule		$54,600
OSU Audit	08/03/2017	$5,000
Financial Audit	10/11/2017	$9,950
Financial Audit	01/03/2018	$5,000
Consulting	02/01/2018	$8,750
Consulting	02/15/2018	$12,700

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		$87,515
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$87,515
Annual Conference	11/20/2017	$87,515

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		$5,591
Total of All Transactions with this Payee/Payer for This Schedule		$5,591

Name and Address
(A)

Level 3 Communications, LLC
910182

Denver
CO
80291

Type or Classification
(B)

Telecommunications

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,418
Total of All Transactions with this Payee/Payer for This Schedule		$6,418

Name and Address
(A)

Milo's Catering

980 W. Broad St.
Columbus
OH
43222

Type or Classification
(B)

Catering

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$15,529
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$15,529
Event	03/07/2018	$15,529

Name and Address
(A)

MWFC, LLC

740 Lakeview Plaza Blvd
Worthington
OH
43081

Type or Classification
(B)

Consultants

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,684
Total Non-Itemized Transactions with this Payee/Payer		$15,202
Total of All Transactions with this Payee/Payer for This Schedule		$25,886
Marketing Consulting	07/02/2017	$10,684

Name and Address
(A)

NetVoyage Corporation

2500 West Executive Pkwy
Lehi
UT
84043

Type or Classification
(B)

Vendor Software

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,416
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$7,416
Software Licensing	04/10/2018	$7,416

Name and Address
(A)

NimbleUser

1100 Pittsford Victor Road
Pittsford
NY
14534

Type or Classification
(B)

Membership Database

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$51,155
Total Non-Itemized Transactions with this Payee/Payer		$31,062
Total of All Transactions with this Payee/Payer for This Schedule		$82,217
Consulting	08/03/2017	$11,400
Consulting	08/04/2017	$27,220
Consulting	08/29/2017	$7,128
Consulting	04/11/2018	$5,407

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		$5,236
Total Non-Itemized Transactions with this Payee/Payer		$12,184
Total of All Transactions with this Payee/Payer for This Schedule		$17,420
Event	06/04/2018	$5,236

Name and Address
(A)

Office City Express

149 Johnson Drive
Delaware
OH
43015

Type or Classification
(B)

Office Supplies

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,874
Total of All Transactions with this Payee/Payer for This Schedule		$6,874

Name and Address
(A)

Pamela Dickerson

409 South Spring Road
Westerville
OH
43081

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		$5,600
Total of All Transactions with this Payee/Payer for This Schedule		$5,600

Name and Address
(A)

Patio Printing

6663 Huntley Rd
Columbus
OH
43229

Type or Classification
(B)

Printing

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$8,982
Total of All Transactions with this Payee/Payer for This Schedule		$8,982

Name and Address
(A)

Pete Thompson

5024 Regional Place
Powell
OH
43065

Type or Classification
(B)

Accounting Consulting

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$38,325
Total of All Transactions with this Payee/Payer for This Schedule		$38,325

Name and Address
(A)

Pitney Bowes Global Financial
371887

Pittsburgh
PA
15250

Type or Classification
(B)

Postage Machine Lease

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$13,712
Total of All Transactions with this Payee/Payer for This Schedule		$13,712

Name and Address
(A)

Pro OnCall Technologies

6902 Kemper Road
Cincinnati
OH
45249

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		$11,757
Total of All Transactions with this Payee/Payer for This Schedule		$11,757

Name and Address
(A)

Shannon Mattern

1105 Harley Run Rd
Blacklick
OH
43004

Type or Classification
(B)

Consultant

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,863
Total Non-Itemized Transactions with this Payee/Payer		$12,602
Total of All Transactions with this Payee/Payer for This Schedule		$19,465
Reimbursement-Turning Technologies Audience Respon	10/04/2017	$6,863

Name and Address
(A)

Strategic Health Care

17 South High Street
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		$16,000
Total of All Transactions with this Payee/Payer for This Schedule		$16,000

Name and Address
(A)

Texas Nurses Association

4807 Spicewood Springs
Austin
TX
78759

Type or Classification
(B)

Trade Association

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
Donation	11/30/2017	$5,000

Name and Address
(A)

Time Warner Cable
223085

Pittsburgh
OH
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		$11,534
Total of All Transactions with this Payee/Payer for This Schedule		$11,534

Name and Address
(A)

Verizon Wireless
25506

Lehigh Valley
PA
18002

Type or Classification
(B)

Telecommunications

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$11,744
Total of All Transactions with this Payee/Payer for This Schedule		$11,744

Name and Address
(A)

Wayne 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		$28,468
Total of All Transactions with this Payee/Payer for This Schedule		$28,468

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

SCHEDULE 19 - UNION ADMINISTRATION

FILE NUMBER: 040-094

Name and Address
(A)

ElectionAmerica

147 E. 2nd St. Suite 102
Mineola
NY
11501

Type or Classification
(B)

Professional Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,130
Total Non-Itemized Transactions with this Payee/Payer		$1,710
Total of All Transactions with this Payee/Payer for This Schedule		$6,840
Online Voting Management	09/13/2017	$5,130

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.)		$417,480
401k Profit Sharing Plan	Charles Schwab	$149,892
Employee AAA	AAA Ohio Auto Club	$2,334
Employee Life Insurance	Companion Life Insurance Company	$330
Employee Dental Insurance	Delta Dental	$6,659
Employee Life Insurance	Principal Life Insurance	$8,951
Employee Health Insurance	United Health Care	$237,102
Employee Life Insurance and Long Term Disability	UNUM Life Insurance Company	$8,267
Employee Vision Insurance	VSP Vision Service Plan	$3,945

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

69. ADDITIONAL INFORMATION SUMMARY

FILE NUMBER: 040-094

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

Question 11(a):

Question 11(a): Ohio Nurses Association Political Contributing Entity (ONA PCE) 4000 East Main Street Columbus, Ohio 43213 ONA PCE files reports directly with the Ohio Secretary of State (#6542) and the IRS (31-2064513). The activity of the ONA PCE is not reported in the Form LM-2.

Question 12: HBK Michelle Roseberry Columbus, Ohio

Question 16: The line of credit ($0 balance as of 6/30/18) is secured by the ONA Investments.

Schedule 1, Row1:

Schedule 1, Row1:

Schedule 13, Row2:

Schedule 13, Row2:

Schedule 13, Row2:Members Full Rate 50 Percent

Schedule 13, Row2:

Schedule 13, Row2:

Schedule 13, Row2:

Schedule 13, Row3:

Schedule 13, Row3:

Schedule 13, Row3:Members Full Rate 25 Percent

Schedule 13, Row3:

Schedule 13, Row3:

Schedule 13, Row3:

Schedule 13, Row4:

Schedule 13, Row4:

Schedule 13, Row4:Honorary

Schedule 13, Row4:

Schedule 13, Row4:

Schedule 13, Row4:

Schedule 13, Row1:

Schedule 13, Row1:Members Full Rate 100 Percent

Schedule 13, Row1:

Schedule 13, Row1:

Schedule 13, Row1:



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