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
513-868
2. PERIOD COVERED
From09/01/2020
Through08/31/2021
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
STATE COUNTY AND MUNI EMPLS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
 6. DESIGNATION NBR
4
7. UNIT NAME (if any)
OHIO ASN OF PUBLIC SCHOOL EMPLOYEES
8. MAILING ADDRESS (Type or print in capital letters)
First Name
JOSEPH P
 Last Name
RUGOLA
P.O Box - Building and Room Number

Number and Street
6805 OAK CREEK DRIVE
City
COLUMBUS
State
OH		 ZIP Code + 4
43229


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:Lois A CarsonPRESIDENT71. SIGNED:Joseph P RugolaTREASURER
Date:Nov 26, 2021Telephone Number:614-890-4770Date:Nov 26, 2021Telephone Number:614-890-4770
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 513-868
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?No
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?No
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?Yes
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?04/2025
20. How many members did the labor organization have at the end of the reporting period?
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees2.0%per2.0% of p/y W-2 wage220.48500.80
(b) Working Dues/Feesper
(c) Initiation Feesper
(d) Transfer Feesper
(e) Work Permitsper

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 513-868

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $3,673,917$5,183,844
23. Accounts Receivable1$185,570$191,785
24. Loans Receivable2$0
25. U.S. Treasury Securities $0$0
26. Investments5
27. Fixed Assets6$459,970$490,664
28. Other Assets7$205,018$210,607
29. TOTAL ASSETS $4,524,475$6,076,900

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$75,671$58,514
31. Loans Payable9$0
32. Mortgages Payable $0$0
33. Other Liabilities10$1,795,924$2,568,765
34. TOTAL LIABILITIES $1,871,595$2,627,279
35. NET ASSETS$2,652,880$3,449,621
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 513-868

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $14,019,878
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $0
41. Dividends $0
42. Rents $0
43. Sale of Investments and Fixed Assets3
44. Loans Obtained9
45. Repayments of Loans Made2
46. On Behalf of Affiliates for Transmittal to Them $269,663
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$767,523
49. TOTAL RECEIPTS $15,057,064
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$3,907,733
51. Political Activities and Lobbying16$1,402,818
52. Contributions, Gifts, and Grants17$46,030
53. General Overhead18$1,780,787
54. Union Administration19$563,938
55. Benefits20$2,324,298
56. Per Capita Tax $2,911,406
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$129,877
61. Loans Made2
62. Repayment of Loans Obtained9
63. To Affiliates of Funds Collected on Their Behalf $274,513
64. On Behalf of Individual Members $0
65. Direct Taxes $415,430
  
66. Subtotal $13,756,830
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$2,055,926  
  67b. Less Total Disbursed$1,846,233  
  67c. Total Withheld But Not Disbursed $209,693
68. TOTAL DISBURSEMENTS $13,547,137
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 513-868

Entity or Individual Name
(A) 		Total Account Receivable
(B) 		90-180 Days
Past Due
(C) 		180+ Days
Past Due
(D) 		Liquidated Account
Receivable
(E)
Total of all itemized accounts receivable$0$0$0$0
Totals from all other accounts receivable$191,785$0$0$0
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $191,785$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 513-868

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A) 		Loans
Outstanding at
Start of Period
(B) 		Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1) 		Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not listed above     
Total of all lines above$0$0$0$0$0
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 513-868

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Gross Sales Price
(D) 		Amount Received
(E)
Total of all lines above$0$0$0$0
Less Reinvestments 
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales 
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 513-868

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$129,877$129,877$129,877
Building Improvements - 6805 Oak Creek Drive$668$668$668
Data Processing Equipment$11,132$11,132$11,132
Software Development$93,630$93,630$93,630
Office Equipment$24,447$24,447$24,447
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$129,877
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 513-868

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost
B. Total Book Value
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
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)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 513-868

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
A. Land (give location)    
Land  1 :      6805 Oak Creek Drive; Cols OH$53,943 $53,943$53,943
B. Buildings (give location)    
Building  1 :      Buildings-6805 Oak Creek Drive; Cols OH$703,976$703,976$0$580,000
Building  2 :      Building Improvements - 6805 Oak Creek Dr; Cols OH$500,473$401,570$98,903$420,000
Building  3 :      Leasehold Improvements$478$478$0$0
C. Automobiles and Other Vehicles$0$0$0$0
D. Office Furniture and Equipment$854,847$517,029$337,818$350,000
E. Other Fixed Assets$52,051$52,051$0$0
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $2,165,768$1,675,104$490,664$1,403,943
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 513-868

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $210,607
Prepaid Insurance$41,184
Prepaid Expenses$163,115
Travel Advances$531
Deposits$5,777
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 513-868

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$58,514$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $58,514$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 513-868

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 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 513-868

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $2,568,765
District Rebates$71,408
Local Dues Payable$157,605
AFSCME Per Capita Tax Payable$928,608
Accrued Payroll & Payroll Taxes$154,757
Accrued Vacation$529,542
Accrued Real Estate Taxes and Other$218,555
Equipment Lease Obligations$63,640
Accrued Severance$378,267
Other Current Liabilities$33,518
Deferred Revenue$32,865
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 513-868

(A)
Name		(B)
Title		(C)
Status		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances
Disbursed 		(F)
Disbursements for Official Business 		(G)
Other
Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Carson ,  Lois  
Executive Bd President
C		$0$14,721$14,996$0$29,717
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		20 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		30 %
A
B
C 		Wheeler ,  Sandra  
Executive Bd Secretary
C		$0$0$190$0$190
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Lang ,  Michael  
Executive Bd Vice Pres
C		$338$0$0$0$338
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Ward ,  Barbara  
Executive Bd Mbr - SE
C		$0$0$356$0$356
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Russell ,  Davida  
Executive Bd Alt - NE
C		$0$46,800$0$0$46,800
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		100 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Ennis ,  Jennifer  
Executive Bd Alt-SE
C		$143$0$38$0$181
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
Total Officer Disbursements$481$61,521$15,580$0$77,582
Less Deductions    $0
Net Disbursements    $77,582
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 513-868

(A)
Name		(B)
Title		(C)
Other Payer		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances Disbursed 		(F)
Disbursements for Official Business 		(G)
Other Disbursements not reported in
(D) through (F) 		(H)
TOTAL
A
B
C 		Arnold ,  Amy  
Accounting Clerk
na		$56,128$0$31$0$56,159
I
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 		Bailey ,  Karen  
Field Representative
na		$108,583$0$11,874$0$120,457
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		20 %
A
B
C 		Banal ,  Mathew  
Staff Attorney
na		$122,850$0$11,523$0$134,373
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		5 %
A
B
C 		Belcher ,  Courtney  
Field Office Secretary
na		$58,249$0$110$0$58,359
I
Schedule 15
Representational Activities 		88 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		Blakesley ,  Jane  
Executive Asst
na		$80,702$0$47$0$80,749
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		50 % Schedule 19
Administration 		40 %
A
B
C 		Blatt ,  Ronald  
Field Representative
na		$107,938$0$11,107$0$119,045
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Burkhardt ,  Cheri  
Accounting Clerk
na		$23,853$0$0$0$23,853
I
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 		Calabria ,  Nina  
Admin Asst
na		$94,638$0$6,169$0$100,807
I
Schedule 15
Representational Activities 		70 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		20 % Schedule 19
Administration 		0 %
A
B
C 		Caldwell ,  Chad  
Field Representative
na		$107,956$0$7,843$0$115,799
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		2 %
A
B
C 		Clayton-Rose ,  Pauline  
Field Office Secretary
na		$58,030$0$0$0$58,030
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		98 % Schedule 19
Administration 		0 %
A
B
C 		Congrove ,  Kelly  
Admin Asst
na		$73,520$0$1,528$0$75,048
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		97 % Schedule 19
Administration 		2 %
A
B
C 		Dahl ,  Sean  
Field Representative
na		$104,167$0$18,179$0$122,346
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		2 %
A
B
C 		Dhondt ,  Sandra  
Field Office Secretary
na		$56,828$0$0$0$56,828
I
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 		Dinga ,  Michael  
Accounting Clerk
na		$12,789$0$0$0$12,789
I
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 		Drabick ,  Thomas  
Director of Legal Svcs
na		$164,670$0$28,748$0$193,418
I
Schedule 15
Representational Activities 		70 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		25 %
A
B
C 		Dudley ,  Craig  
Accounting Clerk
na		$54,656$0$0$0$54,656
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		90 % Schedule 19
Administration 		0 %
A
B
C 		Duhamel ,  Dave  
Field Representative
na		$103,256$0$11,137$0$114,393
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Everetts ,  Susan (Beth)  
Accounting Clerk
na		$58,323$0$0$0$58,323
I
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 		Fantauzzo ,  Robert  
Asst-Legislative Dept.
na		$102,200$0$13,674$0$115,874
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		73 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		17 %
A
B
C 		Folsom ,  Nanette  
Field Representative
na		$107,102$0$8,048$0$115,150
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Gollings ,  James  
Regional Director
na		$128,638$0$14,212$0$142,850
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		1 %
A
B
C 		Griffith ,  Chris  
Field Representative
na		$108,981$0$13,482$0$122,463
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Hall ,  Derryl  
Field Representative
na		$109,207$0$11,674$0$120,881
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		14 %
A
B
C 		Harrington ,  Mark  
Organizer
na		$107,075$0$10,295$0$117,370
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		5 %
A
B
C 		Horn ,  John  
Field Representative
na		$107,958$0$9,759$0$117,717
I
Schedule 15
Representational Activities 		89 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		Jackson ,  Albert  
Field Representative
na		$106,332$0$16,429$0$122,761
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		0 %
A
B
C 		Jordan-McElfresh ,  Rachel  
Field Representative
na		$106,464$0$13,100$0$119,564
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		5 %
A
B
C 		Klintworth ,  Liz  
Field Representative
na		$105,521$0$12,506$0$118,027
I
Schedule 15
Representational Activities 		91 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		4 %
A
B
C 		Knapp ,  Christine  
Field Representative
na		$56,761$0$26$0$56,787
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		10 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		40 %
A
B
C 		Lark ,  Matthew  
Field Representative
na		$107,152$0$14,536$0$121,688
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Malone ,  Kathryn  
Director Public Affairs
na		$125,496$0$1,766$0$127,262
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		50 % Schedule 19
Administration 		40 %
A
B
C 		Malone ,  Larry  
Field Representative
na		$124,669$0$20,806$0$145,475
I
Schedule 15
Representational Activities 		94 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		1 %
A
B
C 		Martin ,  Gary  
Associate Director
na		$190,235$0$29,178$0$219,413
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		15 %
A
B
C 		McGraw ,  Lynne  
Director of Accounting
na		$128,915$0$3,107$0$132,022
I
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 		McKinley ,  Kristen  
Staff Attorney
na		$129,044$0$10,403$0$139,447
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		0 %
A
B
C 		McMillon ,  Dinah  
Field Office Secretary
na		$58,030$0$380$0$58,410
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		98 % Schedule 19
Administration 		0 %
A
B
C 		Molnar ,  Trina  
Field Representative
na		$104,753$0$11,222$0$115,975
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Morrow ,  Rachel  
Field Representative
na		$106,343$0$8,855$0$115,198
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Myers ,  Steve  
Regional Director
na		$128,380$0$19,686$0$148,066
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Padisak ,  William  
Field Representative
na		$108,952$0$14,059$0$123,011
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Rains ,  Lloyd  
Regional Director
na		$128,625$0$25,534$0$154,159
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		18 %
A
B
C 		Rensi ,  Todd  
Public Relations
na		$34,615$0$0$0$34,615
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		50 % Schedule 19
Administration 		40 %
A
B
C 		Rugola ,  Joseph  
Executive Director
na		$238,983$0$29,273$0$268,256
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		40 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		40 %
A
B
C 		Slabaugh ,  Susan  
Accounting Clerk
na		$56,477$0$0$0$56,477
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		93 % Schedule 19
Administration 		5 %
A
B
C 		Snyder ,  Joyce  
Field Office Secretary
na		$57,883$0$94$0$57,977
I
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 		Spetz ,  Beverly  
Field Representative
na		$107,358$0$11,601$0$118,959
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Stiverson ,  Keith  
Field Representative
na		$94,929$0$12,719$0$107,648
I
Schedule 15
Representational Activities 		98 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		2 %
A
B
C 		Tackett ,  James  
Field Representative
na		$17,150$0$178$0$17,328
I
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 		Tanner ,  Ann  
Field Representative
na		$106,426$0$11,613$0$118,039
I
Schedule 15
Representational Activities 		99 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Wall ,  Jasper  
Custodian
na		$54,734$0$118$0$54,852
I
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 		Washington ,  Andre  
Field Representative
na		$114,347$0$34,316$0$148,663
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		Weston ,  Randy  
Dir of Pol Action
na		$154,127$0$21,089$0$175,216
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		85 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		5 %
A
B
C 		Woolum ,  Pam  
Field Office Secretary
na		$19,682$0$0$0$19,682
I
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 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$4,857$0$590$0$5,447
I Schedule 15
Representational Activities 		22 % Schedule 16
Political Activities and Lobbying 		35 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		25 % Schedule 19
Administration 		18 %
Total Employee Disbursements$5,095,537$0$512,624$0$5,608,161
Less Deductions     
Net Disbursements    $5,608,161
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 513-868

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 0 
Agency Fee Payers*
Total Members/Fee Payers0 
*Agency Fee Payers are not considered members of the labor organization.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 513-868

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$744,167
2. Named Payer Non-itemized Receipts$2,016
3. All Other Receipts$21,340
4. Total Receipts$767,523
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$25,000
2. Named Payee Non-itemized Disbursements$10,000
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$11,030
6. Total Disbursements$46,030
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$58,902
2. Named Payee Non-itemized Disbursements$76,340
3. To Officers$14,859
4. To Employees$3,715,590
5. All Other Disbursements$42,042
6. Total Disbursements$3,907,733
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$285,136
2. Named Payee Non-itemized Disbursements$468,594
3. To Officers$0
4. To Employees$956,768
5. All Other Disbursements$70,289
6. Total Disbursements$1,780,787
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$861,104
2. Named Payee Non-itemized Disbursements$23,807
3. To Officers$52,743
4. To Employees$459,386
5. All Other Disbursements$5,778
6. Total Disbursements$1,402,818
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$13,984
2. Named Payee Non-itemized Disbursements$57,600
3. To Officers$9,980
4. To Employees$476,424
5. All Other Disbursements$5,950
6. Total Disbursements$563,938
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 513-868

Name and Address
(A)
AFSCME

1625 L St NW
Washington
DC
20036
Type or Classification
(B)
National Labor Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$710,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$710,000
Grant03/15/2021$65,000
Grant03/09/2021$450,000
Grant12/22/2020$65,000
Grant09/18/2020$65,000
Grant06/22/2021$65,000
Name and Address
(A)
Ohio Bureau of Workers Compensation

30 W. Spring St.
Columbus
OH
43215
Type or Classification
(B)
Workers Comp Ins Co.
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,651
Total Non-Itemized Transactions with this Payee/Payer$2,016
Total of All Transactions with this Payee/Payer for This Schedule$27,667
Dividend12/22/2020$19,795
Dividend10/29/2020$5,856
Name and Address
(A)
Precision New Media

395 E Broad St
Columbus
OH
43215
Type or Classification
(B)
Consulting Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,516
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$8,516
Refund overpayment02/25/2021$8,516
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 513-868

Name and Address
(A)
American Arbitration Assn

250 East 5th St. 4th Floor
Cincinnati
OH
45202-4173
Type or Classification
(B)
Arbitration Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$6,475
Total of All Transactions with this Payee/Payer for This Schedule$6,475
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$0
Total Non-Itemized Transactions with this Payee/Payer$5,463
Total of All Transactions with this Payee/Payer for This Schedule$5,463
Name and Address
(A)
Jerry B. Sellman

100 E. Broad St. #340
Columbus
OH
43215
Type or Classification
(B)
Arbitrator
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,644
Total of All Transactions with this Payee/Payer for This Schedule$5,644
Name and Address
(A)
JND Organization Solutions

4597 Great Northern Blvd
North Olmsted
OH
44070
Type or Classification
(B)
Arbitrator
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,573
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$6,573
Arbitration Services08/10/2021$6,573
Name and Address
(A)
JVA Campaigns

240 N. 5th St. #360
Columbus
OH
43215
Type or Classification
(B)
Printing Services
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$22,435
Total Non-Itemized Transactions with this Payee/Payer$7,100
Total of All Transactions with this Payee/Payer for This Schedule$29,535
Printing Services01/12/2021$22,435
Name and Address
(A)
Lane, Alton & Horst, LLC

2 Miranova Pl Ste 220
Columbus
OH
43215
Type or Classification
(B)
Law Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$10,857
Total of All Transactions with this Payee/Payer for This Schedule$10,857
Name and Address
(A)
McNaughton Lane Consulting

9058 McNaughton Lane
Mineral City
OH
44656
Type or Classification
(B)
Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,604
Total Non-Itemized Transactions with this Payee/Payer$22,332
Total of All Transactions with this Payee/Payer for This Schedule$28,936
Consulting05/04/2021$6,604
Name and Address
(A)
Precision New Media

395 E. Broad St.
Columbus
OH
43215
Type or Classification
(B)
Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$23,290
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$23,290
Consulting09/08/2020$6,258
Consulting01/05/2021$8,516
Consulting02/17/2021$8,516
Name and Address
(A)
West Payment Center
PO Box 6292

Carol Stream
IL
60197-6292
Type or Classification
(B)
Legal Research
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$18,469
Total of All Transactions with this Payee/Payer for This Schedule$18,469
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 513-868

Name and Address
(A)
Hatch Strategies, LLC
PO Box 315

Brinkhaven
OH
43006
Type or Classification
(B)
Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$12,500
Total of All Transactions with this Payee/Payer for This Schedule$12,500
Name and Address
(A)
JVA Campaigns

240 N 5th St. #360
Columbus
OH
43215
Type or Classification
(B)
Printer
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$9,942
Total of All Transactions with this Payee/Payer for This Schedule$9,942
Name and Address
(A)
OAPSE/AFSCME TURNAROUND OHIO PCE

6805 Oak Creek Drive
Columbus
OH
43229
Type or Classification
(B)
Political Contributing Entity
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$668,704
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$668,704
Contribution09/01/2020$200,000
Contribution09/03/2020$20,000
Contribution09/29/2020$75,000
Contribution10/12/2020$30,000
Contribution12/14/2020$25,000
Contribution01/15/2021$50,000
Contribution02/26/2021$50,000
Contribution05/01/2021$50,000
Contribution06/01/2021$13,704
Contribution07/20/2021$25,000
Contribution08/11/2021$50,000
Contribution08/24/2021$80,000
Name and Address
(A)
Ohio AFL-CIO

500 S. Front St
Columbus
OH
43215
Type or Classification
(B)
Labor Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$100,000
Total Non-Itemized Transactions with this Payee/Payer$1,365
Total of All Transactions with this Payee/Payer for This Schedule$101,365
Contribution09/29/2020$100,000
Name and Address
(A)
Strategies Unlimited

988 Circle on the Green
Columbus
OH
43235
Type or Classification
(B)
Consulting Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$92,400
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$92,400
Consulting Services09/08/2020$9,240
Consulting Services10/06/2020$9,240
Consulting Services11/17/2020$9,240
Consulting Services12/15/2020$9,240
Consulting Services01/12/2021$9,240
Consulting Services02/17/2021$9,240
Consulting Services03/16/2021$9,240
Consulting Services04/06/2021$9,240
Consulting Services05/04/2021$9,240
Consulting Services06/08/2021$9,240
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 513-868

Name and Address
(A)
Innovation Ohio

35 E. Gay St.
Columbus
OH
43215
Type or Classification
(B)
Advocacy Group
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$25,000
donation02/17/2021$25,000
Name and Address
(A)
LEAD OHIO

341 S. 3rd St.
Columbus
OH
43215
Type or Classification
(B)
Advocacy Group
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$10,000
Total of All Transactions with this Payee/Payer for This Schedule$10,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 513-868

Name and Address
(A)
American Electric Power
PO Box 24002

Canton
OH
44701-4002
Type or Classification
(B)
Electric Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$18,830
Total of All Transactions with this Payee/Payer for This Schedule$18,830
Name and Address
(A)
AT&T
PO Box 5019

Carol Stream
IL
60197-5019
Type or Classification
(B)
Telephone Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$24,766
Total of All Transactions with this Payee/Payer for This Schedule$24,766
Name and Address
(A)
AT&T Mobility
PO Box 6463

Carol Stream
IL
60197
Type or Classification
(B)
Cellular Phone Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$8,846
Total of All Transactions with this Payee/Payer for This Schedule$8,846
Name and Address
(A)
AT&T TeleConference Services
PO Box 5002

Carol Stream
IL
60197-5002
Type or Classification
(B)
Telephone Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$7,335
Total of All Transactions with this Payee/Payer for This Schedule$7,335
Name and Address
(A)
BDO USA, LLP
PO Box 642743

Pittsburgh
PA
15264
Type or Classification
(B)
Public Accounting Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$27,804
Total Non-Itemized Transactions with this Payee/Payer$8,570
Total of All Transactions with this Payee/Payer for This Schedule$36,374
audit fees04/27/2021$9,112
audit fees10/13/2020$18,692
Name and Address
(A)
EASY IT

4150 Tuller Rd.
Dublin
OH
43017
Type or Classification
(B)
IT Managed Service Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$119,268
Total Non-Itemized Transactions with this Payee/Payer$7,856
Total of All Transactions with this Payee/Payer for This Schedule$127,124
IT Support10/06/2020$9,812
IT Support11/17/2020$9,812
IT Support12/15/2020$9,812
IT Support01/05/2021$9,812
IT Support09/08/2020$9,834
IT Support02/17/2021$9,901
IT Support03/16/2021$9,901
IT Support05/18/2021$10,073
IT Support06/08/2021$10,073
IT Support07/07/2021$10,072
IT Support08/10/2021$10,072
IT Support04/06/2021$10,094
Name and Address
(A)
Five Seasons Landscapte Mgmt

9886 Mink St SW
Reynoldsburg
OH
43068
Type or Classification
(B)
Lawncare Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$6,273
Total of All Transactions with this Payee/Payer for This Schedule$6,273
Name and Address
(A)
Fleet Services
PO Box 6293

Carol Stream
IL
60197-6293
Type or Classification
(B)
Auto Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,606
Total of All Transactions with this Payee/Payer for This Schedule$5,606
Name and Address
(A)
GM Financial Leasing
PO Box 78143

Phoenex
AZ
85062
Type or Classification
(B)
Leasing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$10,241
Total of All Transactions with this Payee/Payer for This Schedule$10,241
Name and Address
(A)
Hannah News Service

21 W. Broad St
Columbus
OH
43215
Type or Classification
(B)
News Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,267
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,267
Subscription01/20/2021$5,267
Name and Address
(A)
Indoff
PO Box 842808

Kansas City
MO
64184
Type or Classification
(B)
Office Supplies
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$38,543
Total of All Transactions with this Payee/Payer for This Schedule$38,543
Name and Address
(A)
JPMorgan Chase Bank

111 Polaris Pkwy
Columbus
OH
43240
Type or Classification
(B)
Bank
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$6,914
Total of All Transactions with this Payee/Payer for This Schedule$6,914
Name and Address
(A)
JVA Campaigns

240 N 5th St #360
Columbus
OH
43215
Type or Classification
(B)
Printing Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$18,894
Total Non-Itemized Transactions with this Payee/Payer$8,390
Total of All Transactions with this Payee/Payer for This Schedule$27,284
Printing Services01/26/2021$18,894
Name and Address
(A)
Lane, Alton & Horst, LLC

2 Miranova Pl Ste 220
Columbus
OH
43215
Type or Classification
(B)
Law Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$18,781
Total of All Transactions with this Payee/Payer for This Schedule$18,781
Name and Address
(A)
MG Property Mgmt, LLC

6975 Fenwick Dr
Maumee
OH
43537
Type or Classification
(B)
Property Management Co.
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$16,800
Total of All Transactions with this Payee/Payer for This Schedule$16,800
Name and Address
(A)
Modern Office Methods

4747 Lake Forest Dr
Cincinnati
OH
45242
Type or Classification
(B)
Copier Equipment Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$70,037
Total of All Transactions with this Payee/Payer for This Schedule$70,037
Name and Address
(A)
Nationwide Property & Casualty
PO Box 742522

Cincinnati
OH
45274-2522
Type or Classification
(B)
Insurance Co.
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$84,151
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$84,151
business insurance12/15/2020$84,151
Name and Address
(A)
Paycor Payroll Services

644 Linn St. Suite #200
Cincinnati
OH
45203
Type or Classification
(B)
Payroll Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$7,586
Total of All Transactions with this Payee/Payer for This Schedule$7,586
Name and Address
(A)
Precision New Media

395 E Broad St
Columbus
OH
43215
Type or Classification
(B)
Consulting Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$15,000
Total of All Transactions with this Payee/Payer for This Schedule$15,000
Name and Address
(A)
Quadient Finance USA, Inc.
PO Box 6813

Carol Stream
IL
60197-6813
Type or Classification
(B)
Postage Equipment Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$27,545
Total of All Transactions with this Payee/Payer for This Schedule$27,545
Name and Address
(A)
Quadient Leasing USA, Inc.
PO Box 123682

Dallas
TX
75312
Type or Classification
(B)
Postage Equipment Leasing Co.
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$8,362
Total of All Transactions with this Payee/Payer for This Schedule$8,362
Name and Address
(A)
Riverain Limited Partnership
PO Box 750455

Dayton
OH
45475
Type or Classification
(B)
Property Management Co.
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$8,800
Total of All Transactions with this Payee/Payer for This Schedule$8,800
Name and Address
(A)
School Employees Service Union

600 McKinley St.
Bowling Green
OH
43402
Type or Classification
(B)
Staff Labor Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$7,501
Total of All Transactions with this Payee/Payer for This Schedule$7,501
Name and Address
(A)
STOR-ALL Westerville

6800 Oak Creek Dr
Columbus
OH
43229
Type or Classification
(B)
Storage Facility
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,973
Total Non-Itemized Transactions with this Payee/Payer$2,845
Total of All Transactions with this Payee/Payer for This Schedule$9,818
Document Storage12/08/2020$6,973
Name and Address
(A)
The Rensi Group

1011 City Park Ave
Columbus
OH
43206
Type or Classification
(B)
Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
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)
Time Warner Cable-Northeast
PO Box 0901

Carol Stream
IL
60132-0901
Type or Classification
(B)
Internet Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$5,053
Total of All Transactions with this Payee/Payer for This Schedule$5,053
Name and Address
(A)
Union Insurance Group

303 W. Erie St.
Chicago
IL
60654
Type or Classification
(B)
Insurance Co.
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$22,779
Total Non-Itemized Transactions with this Payee/Payer$2,095
Total of All Transactions with this Payee/Payer for This Schedule$24,874
Prof liab Ins02/17/2021$22,779
Name and Address
(A)
Unionware
PO Box 930473

Atlanta
GA
31193-0473
Type or Classification
(B)
Software Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$19,437
Total of All Transactions with this Payee/Payer for This Schedule$19,437
Name and Address
(A)
United Parcel Service
PO Box 7247-0244

Philadelphia
PA
19170-0001
Type or Classification
(B)
Parcel Delivery Service
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$9,033
Total of All Transactions with this Payee/Payer for This Schedule$9,033
Name and Address
(A)
Verizon Wireless
PO Box 25506

LeHIgh Valley
KY
18002
Type or Classification
(B)
Cellular Phone Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$27,827
Total of All Transactions with this Payee/Payer for This Schedule$27,827
Name and Address
(A)
Vista Way Partners
PO Box 22986

Beachwood
OH
44122
Type or Classification
(B)
Property Management Co.
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$41,522
Total of All Transactions with this Payee/Payer for This Schedule$41,522
Name and Address
(A)
VMResources LLC

4771 Powderhorn Ln
Westerville
OH
43081
Type or Classification
(B)
Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$7,200
Total of All Transactions with this Payee/Payer for This Schedule$7,200
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 513-868

Name and Address
(A)
AFSCME International

1625 L St NW
Washington
DC
20036
Type or Classification
(B)
International Labor Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,984
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$13,984
Surety Bond Coverage10/20/2020$13,984
Name and Address
(A)
The Rensi Group

1011 City Park Ave.
Columbus
OH
43206
Type or Classification
(B)
Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$16,800
Total of All Transactions with this Payee/Payer for This Schedule$16,800
Name and Address
(A)
VMR Resources LLC

4771 Powderhorn Lane
Westerville
OH
43091
Type or Classification
(B)
Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$40,800
Total of All Transactions with this Payee/Payer for This Schedule$40,800
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 513-868

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$2,324,298
MEDICAL INSURANCE AFSCME CARE PLAN$1,462,402
DENTAL INSURANCEAETNA U.S. HEALTHCARE$77,626
LONG TERM DISABILITY INSURANCEUNUM LIFE INS. CO.$75,466
LIFE INSURANCEUNUM LIFE INS CO.$7,631
401K PLAN THIRD PARTY ADMINISTRATIONPENSION DESIGN GROUP$2,820
COBRA ADMINISTRATIONCOBRA OPTIONS$507
401K PLAN FIDELITY BONDCALL INSURANCE AGENCY$140
SECTION 125 PLAN REIMBURSEMENTSPLAN PARTICIPANTS$32,227
MEDICAL REIMBURSEMENTSEMPLOYEES$21,230
PENSION PLAN CONTRIBUTIONAFSCME PENSION PLAN$644,249
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 513-868


Question 12: OAPSE's financial statements for the Fiscal Year ending 8/31/2021 are in the process of being audited. Due to business interruptions caused by the COVID Pandemic, the audit was delayed and has not been completed as of the due date of this report. It is anticipated that an unqualified opinion will be issued, as has been done in all prior years.

Question 15: All assets were acquired by purchase. Disposals were either sold or, if obsolete or not in working order, thrown away.

Question 16: As of 8/31/2021, OAPSE had a $250,000 Line of Credit available with JP Morgan Chase Bank. The Line of Credit bears interest at Prime+1.75%, is due on demand, and is secured by all business assets and real property located at 6805 Oak Creek Dr., Columbus OH, 43229. At 8/31/2021, the outstanding balance was -0-.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)