040-094 (LM2) 06/30/2019

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: 09-30-2021

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	07/01/2018
Through	06/30/2019

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.) DISTRICT	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 TRAUTNER
P.O Box - Building and Room Number
Number and Street 3760 Ridge Mill Dr.
City Hilliard
State OH	ZIP Code + 4 43026

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:

Jacinta P Tucker

TREASURER

Date:

Sep 30, 2019

Telephone Number:

513-227-5240

Date:

Sep 30, 2019

Telephone Number:

740-502-2873

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?	No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?	No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?	No
19. What is the date of the labor organization's next regular election of officers?	10/2019

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

10,625

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	472.51	610.32
(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		$2,010,005	$1,147,905
23. Accounts Receivable	1	$5,115	$202,489
24. Loans Receivable	2	$0	$0
25. U.S. Treasury Securities		$0	$0
26. Investments	5	$995,213	$1,460,176
27. Fixed Assets	6	$1,053,153	$1,457,037
28. Other Assets	7	$121,404	$70,223
29. TOTAL ASSETS		$4,184,890	$4,337,830

LIABILITIES

LIABILITIES	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
30. Accounts Payable	8	$164,830	$106,095
31. Loans Payable	9	$0
32. Mortgages Payable		$0	$0
33. Other Liabilities	10	$706,114	$601,384
34. TOTAL LIABILITIES		$870,944	$707,479

35. NET ASSETS

$3,313,946

$3,630,351

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		$3,508,321
37. Per Capita Tax		$0
38. Fees, Fines, Assessments, Work Permits		$0
39. Sale of Supplies		$0
40. Interest		$458
41. Dividends		$35,494
42. Rents		$0
43. Sale of Investments and Fixed Assets	3	$1,121,840
44. Loans Obtained	9
45. Repayments of Loans Made	2	$0
46. On Behalf of Affiliates for Transmittal to Them		$2,568,001
47. From Members for Disbursement on Their Behalf		$0
48. Other Receipts	14	$533,826
49. TOTAL RECEIPTS		$7,767,940

CASH DISBURSEMENTS		SCH	AMOUNT
50. Representational Activities		15	$984,194
51. Political Activities and Lobbying		16	$197,105
52. Contributions, Gifts, and Grants		17	$1,103
53. General Overhead		18	$2,393,035
54. Union Administration		19	$161,216
55. Benefits		20	$497,884
56. Per Capita Tax			$96,209
57. Strike Benefits			$0
58. Fees, Fines, Assessments, etc.			$0
59. Supplies for Resale			$0
60. Purchase of Investments and Fixed Assets		4	$1,669,992
61. Loans Made		2	$0
62. Repayment of Loans Obtained		9
63. To Affiliates of Funds Collected on Their Behalf			$2,471,122
64. On Behalf of Individual Members			$0
65. Direct Taxes			$158,848

66. Subtotal			$8,630,708
67. Withholding Taxes and Payroll Deductions
67a. Total Withheld	$534,646
67b. Less Total Disbursed	$533,978
67c. Total Withheld But Not Disbursed			$668
68. TOTAL DISBURSEMENTS			$8,630,040

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	$190,384	$0	$0	$0
Totals from all other accounts receivable	$12,105
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B))	$202,489	$0	$0	$0
Ohio State University Hospital	$179,817
Ohio Nurses Foundation	$5,567
Ohio Nurses Political Contributing Entity	$5,000

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	$1,082,093	$1,082,093	$1,121,840	$1,121,840
Investments	$1,082,093	$1,082,093	$1,121,840	$1,121,840

				Less Reinvestments	$0
(The total from Net Sales Line will be automatically entered in Item 43)				Net Sales	$1,121,840

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	$1,669,992	$1,669,992	$1,669,992
Property and Equipment	$121,092	$121,092	$121,092
Building	$447,095	$447,095	$447,095
Investments	$1,101,805	$1,101,805	$1,101,805

		Less Reinvestments	$0
(The total from Net Purchases Line will be automatically entered in Item 60.)		Net Purchases	$1,669,992

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	$1,460,176
B. Total Book Value	$1,460,176
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.

GOLDMAN SACHS TR FINL SQUARE PRIME OBLIGS	$98,007
PIMCO INCOME FD CLASS A	$401,665
PIMCO INTERNATIONAL BOND FUND US DOLLAR HEDGED CLA	$100,185
PIMCO FDS PAC INVT MGT SER STOCKSPLUS ABSOLUTE RET	$101,710
PIMCO INVESTMENT GRADE CREDIT BOND FUND A	$100,334
PIMCO FUNDS RAE FUND A	$100,249
PIMCO FDS STOCKSPLUS SMALL FUND CLASS A	$100,953
PIMCO FDS STOCKSPLUS INTERNATIONAL FD (US DLLR HDG	$101,640

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))

$1,460,176

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	$1,087,844	$27,959	$1,059,885	$1,400,000

C. Automobiles and Other Vehicles

D. Office Furniture and Equipment

$244,195

$85,928

$158,267

E. Other Fixed Assets

$420,914

$182,029

$238,885

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

$1,752,953

$295,916

$1,457,037

$1,797,152

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))	$70,223
Prepaid Assets	$70,223

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	$106,095	$0	$0	$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D))	$106,095	$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))	$601,384
Accrued Payroll Expenses	$192,551
Payable to Affiliates	$298,163
Lease Obligations	$35,371
Other Liabilities	$75,299

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

$6,400

$919

$7,319

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
1st 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

Lanier , Jan
1st Vice President
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

Tucker , Jacinta
2nd Vice President
N

$3,360

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

4 %

Schedule 19
Administration

96 %

A
B
C

Powell , Joyce
Secretary
C

$146

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
C

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

$523

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

6 %

Schedule 19
Administration

94 %

A
B
C

Frymyer , Jessica
Director
C

$242

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

3 %

Schedule 19
Administration

97 %

A
B
C

Marcentile , Iris
Director
C

$379

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

28 %

Schedule 19
Administration

72 %

A
B
C

Porter , Jeannette
Director
C

$1,397

Schedule 15
Representational Activities

87 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

9 %

Schedule 19
Administration

4 %

A
B
C

Weitzel , Robert
Director
C

$1,105

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

10 %

Schedule 19
Administration

90 %

A
B
C

Anderson , Paula
Director
C

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

$111

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

Severino , Gina
Director
C

$145

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

$78

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
C

$345

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

32 %

Schedule 19
Administration

68 %

Total Officer Disbursements	$0	$6,400	$8,755	$0	$15,155
Less Deductions
Net Disbursements					$15,155

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

Bailey , Kristen
Labor Representativ
None

$39,913

$6,059

$45,972

Schedule 15
Representational Activities

96 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

4 %

Schedule 19
Administration

0 %

A
B
C

Baiman , Liliana
Director of Organizing
None

$56,547

$323

$56,870

Schedule 15
Representational Activities

4 %

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

96 %

Schedule 19
Administration

A
B
C

Bennett , Sharon
Executive Assistant
None

$30,702

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

Schedule 17
Contributions

Schedule 18
General Overhead

100 %

Schedule 19
Administration

A
B
C

Bukoffsky , Tiffany
Director of Health Policy
None

$98,088

$1,272

$99,360

Schedule 15
Representational Activities

Schedule 16
Political Activities and Lobbying

62 %

Schedule 17
Contributions

Schedule 18
General Overhead

38 %

Schedule 19
Administration

A
B
C

Carmack , Carolyn
Labor Representative
None

$75,973

$88

$76,061

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

20 %

Schedule 19
Administration

0 %

A
B
C

Chovanak , Lori
CEO
None

$61,553

$1,603

$63,156

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

Cousins , Bob
DEO Labor Relations
None

$133,742

$6,548

$140,290

Schedule 15
Representational Activities

46 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

41 %

Schedule 19
Administration

13 %

A
B
C

Danielson , Pamela
Executive Assistant
None

$35,739

$8,000

$43,739

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

Donovan , Michelle
Comm. and Development
None

$22,850

$372

$23,222

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
Membership Controller
None

$60,101

$133

$60,234

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

60 %

Schedule 19
Administration

40 %

A
B
C

Dugan , Dennis
Labor Representative
None

$43,206

$14

$43,220

Schedule 15
Representational Activities

94 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

5 %

Schedule 19
Administration

1 %

A
B
C

Dzubak , Jessica
Dir of Nurse Practice
None

$66,047

$895

$66,942

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

Gehrisch , Alex
Reception and Membership
None

$19,148

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

$43,673

Schedule 15
Representational Activities

67 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

33 %

Schedule 19
Administration

0 %

A
B
C

Homan , Molly
Dir of Comm. & Marketing
None

$89,405

$1,360

$90,765

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

Humphreys , James
Organizer
None

$59,460

$7,196

$66,656

Schedule 15
Representational Activities

82 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

18 %

Schedule 19
Administration

0 %

A
B
C

Koparde , Sangita
Organizer
None

$58,573

$3,078

$61,651

Schedule 15
Representational Activities

79 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

20 %

Schedule 19
Administration

1 %

A
B
C

Lemery , Angela
HR and Office Manager
None

$71,198

$773

$71,971

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

Marlow , Brandon
Labor Representative
None

$75,456

$6,293

$81,749

Schedule 15
Representational Activities

84 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

14 %

Schedule 19
Administration

2 %

A
B
C

McClelland , Cathy
Finance Manager
None

$31,167

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

$71,334

$1,022

$72,356

Schedule 15
Representational Activities

87 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

11 %

Schedule 19
Administration

2 %

A
B
C

Moran , Monica
VP
None

$26,743

$150

$26,893

Schedule 15
Representational Activities

71 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

28 %

Schedule 19
Administration

0 %

A
B
C

Mueller , Anne
Labor Representative
None

$78,469

$9,408

$87,877

Schedule 15
Representational Activities

81 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

11 %

Schedule 19
Administration

8 %

A
B
C

Poe , Sandy
Membership Controller
None

$15,545

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

21 %

Schedule 19
Administration

79 %

A
B
C

Ransone , Anne
DEO Operations
None

$117,197

Schedule 15
Representational Activities

5 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

93 %

Schedule 19
Administration

0 %

A
B
C

Schweitzer , Kelli
Director of CE
None

$92,011

$2,291

$94,302

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

Smith , Robin
Membership Controller
None

$78,289

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

17 %

Schedule 19
Administration

83 %

A
B
C

Stover , Grant
Organizer
None

$45,154

$2,094

$47,248

Schedule 15
Representational Activities

88 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

12 %

Schedule 19
Administration

0 %

A
B
C

Swearingen , Sandy
CE Specialist
None

$70,942

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

Walker , Lisa
Health Policy Specialist
None

$72,284

$226

$72,510

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

62 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

37 %

Schedule 19
Administration

0 %

A
B
C

Wolfe , Rachel
Executive Assistant
None

$68,786

Schedule 15
Representational Activities

81 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

18 %

Schedule 19
Administration

1 %

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	$1,909,295	$0	$59,198	$0	$1,968,493
Less Deductions
Net Disbursements					$1,968,493

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)	10,625
Agency Fee Payers*
Total Members/Fee Payers	10,625
*Agency Fee Payers are not considered members of the labor organization.
Members Full Rate 100 Percent	9,221	Yes
Members Full Rate 50 Percent	1,019	Yes
Members Full Rate 25 Percent	385	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	$113,709
2. Named Payer Non-itemized Receipts	$40,788
3. All Other Receipts	$379,329
4. Total Receipts	$533,826

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	$725
5. All Other Disbursements	$378
6. Total Disbursements	$1,103

SCHEDULE 15 REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements	$154,123
2. Named Payee Non-itemized Disbursements	$71,227
3. To Officers	$1,215
4. To Employees	$670,088
5. All Other Disbursements	$87,541
6. Total Disbursements	$984,194

SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee Itemized Disbursements	$383,178
2. Named Payee Non-itemized Disbursements	$366,137
3. To Officers	$8,429
4. To Employees	$1,057,065
5. All Other Disbursements	$578,226
6. Total Disbursements	$2,393,035

SCHEDULE 16 POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements	$84,000
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$0
4. To Employees	$109,172
5. All Other Disbursements	$3,933
6. Total Disbursements	$197,105

SCHEDULE 19 UNION ADMINISTRATION
1. Named Payee Itemized Disbursements	$0
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$5,512
4. To Employees	$131,442
5. All Other Disbursements	$24,262
6. Total Disbursements	$161,216

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

SCHEDULE 14 - OTHER RECEIPTS

FILE NUMBER: 040-094

Name and Address
(A)

AFT Union Officials Plan
PO Box 110239

Lakewood Ranch
FL
34211

Type or Classification
(B)

National Affiliate

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$48,464
Total Non-Itemized Transactions with this Payee/Payer		$192
Total of All Transactions with this Payee/Payer for This Schedule		$48,656
Legal Fees Reimbursement	12/19/2018	$48,464

Name and Address
(A)

American Federation of Teachers

55 New Jersey Avenue
Washington
DC
20001

Type or Classification
(B)

National Affiliate

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$58,245
Total Non-Itemized Transactions with this Payee/Payer		$34,868
Total of All Transactions with this Payee/Payer for This Schedule		$93,113
ONA Organizer AFT Share	07/30/2018	$8,019
ONA Organizer AFT Share	10/09/2018	$8,019
ONA Interim CEO AFT Share	02/15/2019	$9,000
ONA Chief Labor Strategy Officer AFT Share	02/25/2019	$14,000
AFT Rebate	03/19/2019	$5,247
Legal Fees Reimbursement	04/02/2019	$13,960

Name and Address
(A)

Boxwood Technologies

11350 McCormick Drive #1000
Hunt Valley
MD
21031

Type or Classification
(B)

Job Board

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,728
Total of All Transactions with this Payee/Payer for This Schedule		$5,728

Name and Address
(A)

California Casualty Management

1900 Almeda de las Pulga
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	11/05/2018	$7,000

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

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES

FILE NUMBER: 040-094

Name and Address
(A)

A&A Reporting & Transcription Services

837 Boardman-Canfield Rd
Youngstown
OH
44512

Type or Classification
(B)

Transcription Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$7,574
Total of All Transactions with this Payee/Payer for This Schedule		$7,574

Name and Address
(A)

Artz Dewhirst & Wheeler

560 E. Town St.
Columbus
OH
43215

Type or Classification
(B)

Attorney

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$7,175
Total of All Transactions with this Payee/Payer for This Schedule		$7,175

Name and Address
(A)

Bloomberg BNA

1801 South Bell Street
Arlington
VA
22202

Type or Classification
(B)

Professional Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$11,931
Total Non-Itemized Transactions with this Payee/Payer		$8,270
Total of All Transactions with this Payee/Payer for This Schedule		$20,201
Subscription	12/04/2018	$11,931

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		$67,943
Total Non-Itemized Transactions with this Payee/Payer		$21,997
Total of All Transactions with this Payee/Payer for This Schedule		$89,940
Legal Fees	08/17/2018	$5,160
Legal Fees	09/25/2018	$5,496
Legal Fees	12/11/2018	$25,231
Legal Fees	12/18/2018	$5,880
Legal Fees	02/11/2019	$10,952
Legal Fees	03/19/2019	$5,960
Legal Fees	06/14/2019	$9,264

Name and Address
(A)

Deer Creek Lodge
125

Mount Sterling
OH
43143

Type or Classification
(B)

Conference

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$9,351
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$9,351
Lodge and conference room fee	11/26/2018	$9,351

Name and Address
(A)

Jonathan Klein, Atty at Law

22899 Byron Rd
Shaker Heights
OH
44122

Type or Classification
(B)

Attorney

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,375
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,375
Arbitration Services	05/28/2019	$5,375

Name and Address
(A)

Muskovitz & 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		$59,523
Total Non-Itemized Transactions with this Payee/Payer		$7,533
Total of All Transactions with this Payee/Payer for This Schedule		$67,056
Legal Services	12/11/2018	$17,115
Legal Services	12/18/2018	$16,199
Legal Services	02/11/2019	$21,125
Legal Fees	03/19/2019	$5,084

Name and Address
(A)

Thomson Reuters West
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		$18,678
Total of All Transactions with this Payee/Payer for This Schedule		$18,678

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		$63,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$63,000
Lobbying Consultant	07/11/2018	$7,000
Lobbying Consultant	09/12/2018	$14,000
Lobbying Consultant	11/01/2018	$7,000
Lobbying Consultant	11/14/2018	$7,000
Lobbying Consultant	12/04/2018	$7,000
Lobbying Consultant	01/11/2019	$7,000
Lobbying Consultant	03/19/2019	$7,000
Lobbying Consultant	03/26/2019	$7,000

Name and Address
(A)

Government Advantage Group

17 South High St. Suite 750
Columbus
OH
43215

Type or Classification
(B)

Consultant

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
Lobbying Consultant	04/23/2019	$5,000
Lobbying Consultant	06/04/2019	$5,000
Lobbying Consultant	06/30/2019	$5,000

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	04/04/2019	$6,000

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

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS

FILE NUMBER: 040-094

There was no data found for this schedule.

SCHEDULE 18 - GENERAL OVERHEAD

FILE NUMBER: 040-094

Name and Address
(A)

Amazon
81226

Seattle
WA
98108

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		$8,678
Total of All Transactions with this Payee/Payer for This Schedule		$8,678

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		$23,402
Total of All Transactions with this Payee/Payer for This Schedule		$23,402

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		$22,700
Total Non-Itemized Transactions with this Payee/Payer		$14,275
Total of All Transactions with this Payee/Payer for This Schedule		$36,975
Construction Consulting	10/04/2018	$6,750
Construction Consulting	10/10/2018	$6,750
Construction Consulting	12/11/2018	$9,200

Name and Address
(A)

Arthur L. Davis Publishing Agency, Inc
216

Cedar Falls
IA
50613

Type or Classification
(B)

Publication

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$21,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$21,000
ONR Publication	01/29/2019	$7,000
ONR Publication	05/21/2019	$7,000
ONR Publication	06/17/2019	$7,000

Name and Address
(A)

Association Technologies Inc.

470 W. Roosevelt Rd Ste1
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		$5,914
Total of All Transactions with this Payee/Payer for This Schedule		$5,914

Name and Address
(A)

CAM Approaches LLC

6545 S. Old 3C Hwy
Westerville
OH
43082

Type or Classification
(B)

Consultants

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$159,548
Total Non-Itemized Transactions with this Payee/Payer		$4,387
Total of All Transactions with this Payee/Payer for This Schedule		$163,935
Interim CEO	09/04/2018	$16,106
Interim CEO	10/16/2018	$15,394
Interim CEO	12/04/2018	$16,098
Interim CEO	01/07/2019	$16,413
Interim CEO	02/25/2019	$14,163
Interim CEO	04/01/2019	$17,987
Interim CEO	04/17/2019	$15,512
Interim CEO	05/28/2019	$27,875
Interim CEO	05/31/2019	$10,000
Interim CEO	06/05/2019	$10,000

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		$32,722
Total Non-Itemized Transactions with this Payee/Payer		$1,929
Total of All Transactions with this Payee/Payer for This Schedule		$34,651
Insurance	11/26/2018	$23,627
Insurance	12/05/2018	$9,095

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
Total Non-Itemized Transactions with this Payee/Payer		$21,712
Total of All Transactions with this Payee/Payer for This Schedule		$21,712

Name and Address
(A)

enSync Corporation

1701 River Run Suite 109
Fort Worth
TX
76107

Type or Classification
(B)

Information Technology

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,600
Total Non-Itemized Transactions with this Payee/Payer		$411
Total of All Transactions with this Payee/Payer for This Schedule		$6,011
Subscription Renewal	07/11/2018	$5,600

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		$21,000
Total of All Transactions with this Payee/Payer for This Schedule		$21,000

Name and Address
(A)

Electronic Commerce

149 Johnson Drive
Orange
CA
92868

Type or Classification
(B)

Merchant Services

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$12,733
Total of All Transactions with this Payee/Payer for This Schedule		$12,733

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		$36,608
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$36,608
Real Estate Taxes	10/10/2018	$13,016
Real Estate Taxes	01/11/2019	$11,796
Real Estate Taxes	05/28/2019	$11,796

Name and Address
(A)

Gulf Coast Partners

4000 East Main St.
Columbus
OH
43213

Type or Classification
(B)

Office Rent

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$18,090
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$18,090
Rent	07/02/2018	$6,030
Rent	08/01/2018	$6,030
Rent	08/31/2018	$6,030

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		$5,000
Total Non-Itemized Transactions with this Payee/Payer		$7,715
Total of All Transactions with this Payee/Payer for This Schedule		$12,715
Financial Audit	10/04/2018	$5,000

Name and Address
(A)

Johnson Controls

371967
Pittsburgh
PA
15250

Type or Classification
(B)

Maintenance

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$16,233
Total of All Transactions with this Payee/Payer for This Schedule		$16,233

Name and Address
(A)

Jos. Berning

1850 Dalton Avenue
Cincinnati
OH
45214

Type or Classification
(B)

Printing

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,160
Total Non-Itemized Transactions with this Payee/Payer		$1,201
Total of All Transactions with this Payee/Payer for This Schedule		$8,361
Printing	05/08/2019	$7,160

Name and Address
(A)

L&E Landscape Services
1431

Westerville
OH
43086

Type or Classification
(B)

Building Maintenance

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$7,608
Total of All Transactions with this Payee/Payer for This Schedule		$7,608

Name and Address
(A)

Lamar Companies
96030

Baton Rouge
LA
70896

Type or Classification
(B)

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,150
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,150
Sign	05/21/2019	$5,150

Name and Address
(A)

Milo's Catering

980 W. Broad Street
Columbus
OH
43222

Type or Classification
(B)

Catering

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$14,016
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$14,016
Event	02/25/2019	$7,008
Event	03/05/2019	$7,008

Name and Address
(A)

Motivators

123 Frost Street, Suite 204
Westbury
NY
11590

Type or Classification
(B)

Promotions

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$14,724
Total Non-Itemized Transactions with this Payee/Payer		$3,057
Total of All Transactions with this Payee/Payer for This Schedule		$17,781
Imaging	01/23/2019	$5,006
Imaging	01/25/2019	$9,718

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		$7,450
Total Non-Itemized Transactions with this Payee/Payer		$7,250
Total of All Transactions with this Payee/Payer for This Schedule		$14,700
Consulting	07/30/2018	$7,450

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		$7,157
Total of All Transactions with this Payee/Payer for This Schedule		$7,157

Name and Address
(A)

Office Team

12400 Collections Center Dr
Chicago
IL
60693

Type or Classification
(B)

Temporary Employee Service

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$15,158
Total of All Transactions with this Payee/Payer for This Schedule		$15,158

Name and Address
(A)

Otto Kroeger & Associates

3605 Chain Bridge Rd.
Fairfax
VA
22030

Type or Classification
(B)

Consultants

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,410
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,410
Keynote Speaker	03/13/2019	$5,410

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		$17,819
Total of All Transactions with this Payee/Payer for This Schedule		$17,819

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		$61,985
Total of All Transactions with this Payee/Payer for This Schedule		$61,985

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		$13,845
Total of All Transactions with this Payee/Payer for This Schedule		$13,845

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		$27,484
Total of All Transactions with this Payee/Payer for This Schedule		$27,484

Name and Address
(A)

Rise Up Consulting, LLC

1109 Challis Springs Dr.
New Albany
OH
43054

Type or Classification
(B)

Professional Fees

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$28,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$28,000
Consulting	10/10/2018	$7,000
Consulting	11/01/2018	$7,000
Consulting	12/04/2018	$14,000

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
Total Non-Itemized Transactions with this Payee/Payer		$30,000
Total of All Transactions with this Payee/Payer for This Schedule		$30,000

Name and Address
(A)

Slicktext

301 E. Second St Suite 308
Jamestown
NY
14701

Type or Classification
(B)

Communications

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$8,594
Total of All Transactions with this Payee/Payer for This Schedule		$8,594

Name and Address
(A)

Time Warner Cable
223085

Pittsburgh
PA

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		$8,270
Total of All Transactions with this Payee/Payer for This Schedule		$8,270

Name and Address
(A)

Wayne McDearmon

3497 Binborok Road North
Columbus
OH
43227

Type or Classification
(B)

Janitor

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$18,320
Total of All Transactions with this Payee/Payer for This Schedule		$18,320

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

SCHEDULE 19 - UNION ADMINISTRATION

FILE NUMBER: 040-094

There was no data found for this schedule.

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.)		$497,884
401k Profit Sharing Plan	Charles Schwab	$126,560
Employee Insurance	Principal Insurance	$50,880
Employee Insurance	UnitedHealth Care	$313,802
Employee Insurance	VSP Vision Service Plan	$3,827
Employe AAA	AAA Ohio Auto Club	$2,815

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

SIGNATURE PAGE

FILE NUMBER: 040-094

SIGNED:	Kelly Trautner
DATE:	Sep 30, 2019
CONTACT INFO:	614-753-6203
TITLE:	Interim CEO

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

69. ADDITIONAL INFORMATION SUMMARY

FILE NUMBER: 040-094

Question 10: Ohio Nurses Foundation (ONF) 3760 Ridge Mill Drive Hilliard, Ohio 43026

Question 11(a): Ohio Nurses Association Political Contributing Entity (ONA PCE) 3760 Ridge Mill Drive Hilliard, Ohio 43026

Question 12: Blue & Co. LLC Westerville, Ohio

Schedule 1, Row1:

Schedule 1, Row1:

Schedule 1, Row2:

Schedule 1, Row2:

Schedule 1, Row3:

Schedule 1, Row3:

Schedule 13, Row1:

Schedule 13, Row1:

Schedule 13, Row1:Members Full Rate 100%

Schedule 13, Row1:

Schedule 13, Row1:

Schedule 13, Row1:

Schedule 13, Row2:

Schedule 13, Row2:

Schedule 13, Row2:Members Full Rate 50%

Schedule 13, Row2:

Schedule 13, Row2:

Schedule 13, Row2:

Schedule 13, Row3:

Schedule 13, Row3:

Schedule 13, Row3:Members Full Rate 25%

Schedule 13, Row3:

Schedule 13, Row3:

Schedule 13, Row3:



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