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: 01-31-2025
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
From09/01/2021
Through08/31/2022
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 15, 2022Telephone Number:614-890-4770Date:Nov 15, 2022Telephone 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?28,431
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 wage221.56502.60
(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 $5,183,844$4,036,419
23. Accounts Receivable1$191,785$171,604
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $0$0
26. Investments5
27. Fixed Assets6$490,664$485,309
28. Other Assets7$210,607$238,659
29. TOTAL ASSETS $6,076,900$4,931,991

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$58,514$67,239
31. Loans Payable9$24,621
32. Mortgages Payable $0$0
33. Other Liabilities10$2,568,765$1,753,355
34. TOTAL LIABILITIES $2,627,279$1,845,215
35. NET ASSETS$3,449,621$3,086,776
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 $13,386,002
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$0
44. Loans Obtained9$34,266
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $337,810
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$670,387
49. TOTAL RECEIPTS $14,428,465
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$3,969,944
51. Political Activities and Lobbying16$952,935
52. Contributions, Gifts, and Grants17$31,720
53. General Overhead18$1,895,139
54. Union Administration19$1,143,253
55. Benefits20$2,641,179
56. Per Capita Tax $4,195,104
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$90,220
61. Loans Made2$0
62. Repayment of Loans Obtained9$9,645
63. To Affiliates of Funds Collected on Their Behalf $337,810
64. On Behalf of Individual Members $0
65. Direct Taxes $430,169
  
66. Subtotal $15,697,118
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$1,974,174  
  67b. Less Total Disbursed$1,852,946  
  67c. Total Withheld But Not Disbursed $121,228
68. TOTAL DISBURSEMENTS $15,575,890
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$171,604   
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $171,604$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$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 513-868

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$90,220$90,220$90,220
Building Improvements - 6805 Oak Creek Drive$10,090$10,090$10,090
Autos$56,837$56,837$56,837
Data Processing Equipment$23,293$23,293$23,293
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$90,220
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$505,288$417,911$87,377$420,000
C. Automobiles and Other Vehicles$56,837$6,709$50,128$50,128
D. Office Furniture and Equipment$723,772$599,408$124,364$124,364
E. Other Fixed Assets$201,760$32,263$169,497$169,497
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $2,245,576$1,760,267$485,309$1,397,932
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)) $238,659
Prepaid Expenses$187,312
Prepaid Insurance$41,692
Travel Advances$4,003
Deposits$5,652
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$67,239$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $67,239$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$34,266$9,645$0$24,621
Totals will be automatically entered in... Item 31
Column (C) 		Item 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
OAPSE Car Auto Loan$0$34,266$9,645$0$24,621
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)) $1,753,355
District Rebates$62,884
Local Dues Payable$90,086
AFSCME Per Capita Tax Payable$167,400
Accrued Payroll & Payroll Taxes$170,803
Accrued Vacation$511,517
Real Estate Taxes & Other$304,346
Unearned Revenue$21,090
Accrued Severance$387,458
Other Current Liabilities$3,286
Equipment Lease Obligations$34,485
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 		Klein ,  Angie  
Executive Bd Alt - W
C		$0$0$2,383$0$2,383
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 		Banks ,  Arnetta  
Executive Bd Alt - C
C		$0$0$2,579$0$2,579
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		$137$0$1,912$0$2,049
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 		Payne ,  Beverly  
Executive Bd Mbr-NC
C		$0$0$2,760$0$2,760
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 		Henderson ,  Carol  
Executive Bd Alt-NWC
C		$0$0$1,984$0$1,984
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 		McDonald ,  Connie  
Executive Bd Alt - SW
C		$0$0$732$0$732
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		17 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		83 %
A
B
C 		Russell ,  Davida  
Executive Bd Alt - NE
C		$47,782$0$631$0$48,413
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 		Adams ,  Deborah  
Executive Bd Mbr - E
C		$0$0$1,973$0$1,973
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		6 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		94 %
A
B
C 		Leisure ,  Jackie  
Executive Bd Mbr - EC
C		$0$0$1,793$0$1,793
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 		Haller ,  James  
Executive Bd Mbr-NWC
C		$0$0$1,701$0$1,701
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 		Sindeldecker ,  John  
Executive Bd Alt - E
C		$0$0$2,007$0$2,007
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		7 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		93 %
A
B
C 		Jones ,  Karen  
Executive Bd Mbr - NW
C		$2,325$0$2,039$0$4,364
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		6 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		94 %
A
B
C 		Chamberlain ,  Kathy  
Executive Bd Mbr - W
C		$0$0$1,472$0$1,472
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		18 % Schedule 19
Administration 		80 %
A
B
C 		Martin ,  Katrina  
Executive Bd Alt - NC
C		$0$0$2,558$0$2,558
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 		Carson ,  Lois  
Executive Bd President
C		$12,000$0$22,876$0$34,876
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 		Potter ,  Melody  
Executive Bd Mbr - SW
C		$226$0$1,245$0$1,471
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		$2,435$0$2,806$0$5,241
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 		Hoffman ,  Sabrina  
Executive Bd Alt - NW
P		$0$0$1,315$0$1,315
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		4 % Schedule 19
Administration 		96 %
A
B
C 		Wheeler ,  Sandra  
Executive Bd Secretary
C		$0$0$1,672$0$1,672
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 		Dawkins-Flinn ,  Sheila  
Executive Bd Mbr - NE
C		$0$0$4,154$0$4,154
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		97 %
A
B
C 		Wiley ,  Stephanie  
Executive Bd Mbr - C
C		$0$0$4,631$0$4,631
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		4 % Schedule 19
Administration 		96 %
A
B
C 		Williams ,  Sue  
Executive Bd Alt - EC
C		$0$0$1,394$0$1,394
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 		Warren ,  Tim  
Executive Bd Alt - SE
C		$0$0$2,446$0$2,446
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		4 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		96 %
Total Officer Disbursements$64,905$0$69,063$0$133,968
Less Deductions     
Net Disbursements    $133,968
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		$58,830$0$239$0$59,069
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 		Bailey ,  Karen  
Field Representative
na		$106,657$0$16,645$0$123,302
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 		Banal ,  Mathew  
Staff Attorney
na		$118,694$0$13,756$0$132,450
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		$54,755$0$541$0$55,296
I
Schedule 15
Representational Activities 		86 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		2 % Schedule 19
Administration 		10 %
A
B
C 		Blakesley ,  Jane  
Executive Asst
na		$81,380$0$2,308$0$83,688
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		15 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		40 % Schedule 19
Administration 		45 %
A
B
C 		Blatt ,  Ronald  
Field Representative
na		$105,907$0$13,671$0$119,578
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 		Calabria ,  Nina  
Admin Asst
na		$96,937$0$5,130$0$102,067
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		$76,159$0$5,748$0$81,907
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 		Clayton-Rose ,  Pauline  
Field Office Secretary
na		$59,853$0$594$0$60,447
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		$73,691$0$3,349$0$77,040
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 		Dahl ,  Sean  
Field Representative
na		$104,291$0$19,197$0$123,488
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 		Dhondt ,  Sandra  
Field Office Secretary
na		$57,750$0$469$0$58,219
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		$55,209$0$224$0$55,433
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		$163,822$0$33,641$0$197,463
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		$54,946$0$224$0$55,170
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 		Duhamel ,  Dave  
Field Representative
na		$103,487$0$13,470$0$116,957
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		$72,263$0$224$0$72,487
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		95 % Schedule 19
Administration 		4 %
A
B
C 		Fantauzzo ,  Robert  
Dir Education Research
na		$97,187$0$15,926$0$113,113
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		68 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		22 %
A
B
C 		Folsom ,  Nanette  
Field Representative
na		$106,401$0$9,850$0$116,251
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		$126,639$0$20,932$0$147,571
I
Schedule 15
Representational Activities 		97 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		1 %
A
B
C 		Griffith ,  Chris  
Field Representative
na		$104,362$0$17,431$0$121,793
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		$106,366$0$14,594$0$120,960
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		15 %
A
B
C 		Harrington ,  Mark  
Organizer
na		$101,996$0$14,333$0$116,329
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 		Hatch ,  Mark  
Field Representative
na		$33,298$0$7,385$0$40,683
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 		Horn ,  John  
Field Representative
na		$106,947$0$14,191$0$121,138
I
Schedule 15
Representational Activities 		84 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		15 %
A
B
C 		Hostutler ,  Trina  
Field Representative
na		$106,401$0$12,060$0$118,461
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 		Jackson ,  Albert  
Field Representative
na		$105,741$0$23,038$0$128,779
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		$103,310$0$19,980$0$123,290
I
Schedule 15
Representational Activities 		87 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		Klintworth ,  Liz  
Field Representative
na		$104,491$0$16,716$0$121,207
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 		Knapp ,  Christine  
Field Representative
na		$58,427$0$974$0$59,401
I
Schedule 15
Representational Activities 		80 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		10 %
A
B
C 		Lark ,  Matthew  
Field Representative
na		$104,237$0$16,450$0$120,687
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		$126,030$0$3,602$0$129,632
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		60 % Schedule 19
Administration 		25 %
A
B
C 		Malone ,  Larry  
Field Representative
na		$118,261$0$25,228$0$143,489
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		3 %
A
B
C 		Martin ,  Gary  
Associate Director
na		$185,142$0$43,006$0$228,148
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		$129,593$0$6,035$0$135,628
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		90 % Schedule 19
Administration 		10 %
A
B
C 		McKinley ,  Kristen  
Staff Attorney
na		$126,153$0$13,921$0$140,074
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		5 %
A
B
C 		McMillon ,  Dinah  
Field Office Secretary
na		$59,834$0$903$0$60,737
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 		Morrow ,  Rachel  
Field Representative
na		$105,511$0$11,223$0$116,734
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		$127,697$0$29,745$0$157,442
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		$106,930$0$16,442$0$123,372
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		$128,343$0$35,346$0$163,689
I
Schedule 15
Representational Activities 		82 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		15 %
A
B
C 		Rensi ,  Todd  
Public Relations
na		$72,000$0$353$0$72,353
I
Schedule 15
Representational Activities 		10 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		60 % Schedule 19
Administration 		25 %
A
B
C 		Rugola ,  Joseph  
Executive Director
na		$225,609$0$35,567$0$261,176
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		$57,479$0$279$0$57,758
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		83 % Schedule 19
Administration 		15 %
A
B
C 		Snyder ,  Joyce  
Field Office Secretary
na		$59,143$0$548$0$59,691
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 		Spetz ,  Beverly  
Field Representative
na		$106,936$0$9,930$0$116,866
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 		Stiverson ,  Keith  
Field Representative
na		$103,412$0$18,442$0$121,854
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 		Tanner ,  Ann  
Field Representative
na		$104,362$0$14,073$0$118,435
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		$57,504$0$731$0$58,235
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		$113,404$0$38,980$0$152,384
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		$143,164$0$25,466$0$168,630
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		70 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		10 % Schedule 19
Administration 		20 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$9,154$0$614$0$9,768
I Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		94 % Schedule 19
Administration 		6 %
Total Employee Disbursements$5,076,095$0$663,724$0$5,739,819
Less Deductions     
Net Disbursements    $5,739,819
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) 28,431 
Agency Fee Payers*182
Total Members/Fee Payers28,613 
*Agency Fee Payers are not considered members of the labor organization.
MEMBERS28,431No
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$617,332
2. Named Payer Non-itemized Receipts$14,534
3. All Other Receipts$38,521
4. Total Receipts$670,387
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$10,000
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$21,720
6. Total Disbursements$31,720
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$54,883
2. Named Payee Non-itemized Disbursements$41,448
3. To Officers$0
4. To Employees$3,824,835
5. All Other Disbursements$48,778
6. Total Disbursements$3,969,944
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$302,334
2. Named Payee Non-itemized Disbursements$505,063
3. To Officers$503
4. To Employees$1,006,570
5. All Other Disbursements$80,669
6. Total Disbursements$1,895,139
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$486,493
2. Named Payee Non-itemized Disbursements$54,456
3. To Officers$896
4. To Employees$407,537
5. All Other Disbursements$3,553
6. Total Disbursements$952,935
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$390,312
2. Named Payee Non-itemized Disbursements$87,346
3. To Officers$132,569
4. To Employees$500,879
5. All Other Disbursements$32,147
6. Total Disbursements$1,143,253
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 513-868

Name and Address
(A)
Am Federation of State, County and Municipal Empee

1625 L Street NW
Washington
DC
20036
Type or Classification
(B)
National Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$610,000
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$610,000
Grant09/09/2021$65,000
Grant12/06/2021$65,000
Grant03/29/2022$65,000
Grant06/13/2022$65,000
Grant02/07/2022$350,000
Name and Address
(A)
GM Financial Services, Inc

6400 Main St
Williamsville
NY
14221
Type or Classification
(B)
Auto Lease refund
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,594
Total of All Transactions with this Payee/Payer for This Schedule$6,594
Name and Address
(A)
Nationwide Insurance Co.

100 High St
Columbus
OH
43215
Type or Classification
(B)
Insurance Company
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,940
Total of All Transactions with this Payee/Payer for This Schedule$7,940
Name and Address
(A)
Ohio Department of Commerce

77 S High St
Columbus
OH
43215
Type or Classification
(B)
refunds
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,332
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$7,332
Unclaimed funds 07/28/2022$7,332
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 513-868

Name and Address
(A)
AFSCME International

1625 L St NW
Washington
DC
20036
Type or Classification
(B)
Surety Bond Ins
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$18,646
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$18,646
Surety Bond Insurance11/09/2021$18,646
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$6,638
Total of All Transactions with this Payee/Payer for This Schedule$6,638
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$20,551
Total Non-Itemized Transactions with this Payee/Payer$1,075
Total of All Transactions with this Payee/Payer for This Schedule$21,626
Printing Services08/10/2022$20,551
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$0
Total Non-Itemized Transactions with this Payee/Payer$16,322
Total of All Transactions with this Payee/Payer for This Schedule$16,322
Name and Address
(A)
Richard p. Gortz

5326 Kula Ct
North Point
FL
34287
Type or Classification
(B)
Arbitrator
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,951
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$6,951
Arbitration Services03/29/2022$6,951
Name and Address
(A)
Summit Group

8252 Solutions Ctr
Chicago
IL
60677-8002
Type or Classification
(B)
Conference Mdse
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,735
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$8,735
Conference Mdse09/08/2021$8,735
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$17,413
Total of All Transactions with this Payee/Payer for This Schedule$17,413
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 513-868

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$6,243
Total Non-Itemized Transactions with this Payee/Payer$51,123
Total of All Transactions with this Payee/Payer for This Schedule$57,366
Printing Services11/09/2021$6,243
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$375,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$375,000
Contribution09/28/2021$50,000
Contribution01/11/2022$50,000
Contribution03/15/2022$100,000
Contribution05/05/2022$25,000
Contribution05/26/2022$25,000
Contribution05/20/2022$50,000
Contribution07/06/2022$25,000
Contribution07/27/2022$10,000
Contribution08/17/2022$40,000
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$25,000
Total Non-Itemized Transactions with this Payee/Payer$3,333
Total of All Transactions with this Payee/Payer for This Schedule$28,333
Contribution03/08/2022$25,000
Name and Address
(A)
Ohio Progressive Collaberative

341 S. Third St
Columbus
OH
43215
Type or Classification
(B)
Non Profit
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$33,750
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$33,750
Contribution12/21/2021$33,750
Name and Address
(A)
One Georgia

931 Monroe Dr NE
Atlanta
GA
30308
Type or Classification
(B)
Non Profit
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$20,000
Contribution06/22/2022$20,000
Name and Address
(A)
pacOH.IO

35 E Gay St
Columbus
OH
43215
Type or Classification
(B)
Ind Expenditure Committee
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$20,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$20,000
Contribution11/09/2021$20,000
Name and Address
(A)
Precision New Media

456 S. Front St
Columbus
OH
43215
Type or Classification
(B)
Communications Consultant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,500
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$6,500
Media Svcs08/04/2022$6,500
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 513-868

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$20,906
Total of All Transactions with this Payee/Payer for This Schedule$20,906
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$18,735
Total of All Transactions with this Payee/Payer for This Schedule$18,735
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$9,202
Total of All Transactions with this Payee/Payer for This Schedule$9,202
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$37,354
Total Non-Itemized Transactions with this Payee/Payer$9,570
Total of All Transactions with this Payee/Payer for This Schedule$46,924
audit fees09/28/2021$10,200
audit fees10/23/2021$17,869
audit fees05/04/2022$9,285
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$126,702
Total Non-Itemized Transactions with this Payee/Payer$9,600
Total of All Transactions with this Payee/Payer for This Schedule$136,302
IT Support09/08/2021$10,073
IT Support10/05/2021$10,073
IT Support11/09/2021$10,073
IT Support12/07/2021$12,223
IT Support01/05/2022$11,148
IT Support02/08/2022$10,433
IT Support03/08/2022$10,424
IT Support04/05/2022$10,424
IT Support05/04/2022$10,559
IT Support06/07/2022$10,424
IT Support07/06/2022$10,424
IT Support08/10/2022$10,424
Name and Address
(A)
Farber Mechanical Contractors

800 E. 12th Ave
Columbus
OH
43211
Type or Classification
(B)
HVAC Repair and Maintenance
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$9,796
Total of All Transactions with this Payee/Payer for This Schedule$9,796
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$6,197
Total of All Transactions with this Payee/Payer for This Schedule$6,197
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$5,798
Total of All Transactions with this Payee/Payer for This Schedule$5,798
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$8,580
Total of All Transactions with this Payee/Payer for This Schedule$8,580
Name and Address
(A)
Hamilton Insurance Group
PO Box 30071

Gahanna
OH
43230
Type or Classification
(B)
Insurance Co.
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,045
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$7,045
Insurance11/23/2021$7,045
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$5,481
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,481
Subscription11/30/2021$5,481
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$43,718
Total of All Transactions with this Payee/Payer for This Schedule$43,718
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$5,828
Total of All Transactions with this Payee/Payer for This Schedule$5,828
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$6,243
Total Non-Itemized Transactions with this Payee/Payer$7,352
Total of All Transactions with this Payee/Payer for This Schedule$13,595
Printing Services11/09/2021$6,243
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$18,150
Total of All Transactions with this Payee/Payer for This Schedule$18,150
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$72,144
Total of All Transactions with this Payee/Payer for This Schedule$72,144
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$83,191
Total Non-Itemized Transactions with this Payee/Payer$7,223
Total of All Transactions with this Payee/Payer for This Schedule$90,414
business insurance01/05/2022$83,191
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$8,133
Total of All Transactions with this Payee/Payer for This Schedule$8,133
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$15,500
Total of All Transactions with this Payee/Payer for This Schedule$15,500
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$6,050
Total Non-Itemized Transactions with this Payee/Payer$28,000
Total of All Transactions with this Payee/Payer for This Schedule$34,050
Postage02/23/2022$6,050
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$14,300
Total of All Transactions with this Payee/Payer for This Schedule$14,300
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$14,486
Total of All Transactions with this Payee/Payer for This Schedule$14,486
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$7,407
Total Non-Itemized Transactions with this Payee/Payer$3,304
Total of All Transactions with this Payee/Payer for This Schedule$10,711
Document Storage11/30/2021$7,407
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$5,161
Total of All Transactions with this Payee/Payer for This Schedule$5,161
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$22,861
Total Non-Itemized Transactions with this Payee/Payer$2,095
Total of All Transactions with this Payee/Payer for This Schedule$24,956
Prof liab Ins02/08/2022$22,861
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$50,025
Total of All Transactions with this Payee/Payer for This Schedule$50,025
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$10,210
Total of All Transactions with this Payee/Payer for This Schedule$10,210
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$34,827
Total of All Transactions with this Payee/Payer for This Schedule$34,827
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$50,422
Total of All Transactions with this Payee/Payer for This Schedule$50,422
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
Name and Address
(A)
Weston Hurd, LLP

1300 E 9th St
Cleveland
OH
44114
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$8,601
Total of All Transactions with this Payee/Payer for This Schedule$8,601
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 513-868

Name and Address
(A)
American Made Bags

999 Sweitzer Ave
Akron
OH
44311
Type or Classification
(B)
Embroidered Bags
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,913
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,913
Conference Mdse03/29/2022$5,913
Name and Address
(A)
Cappie's Sportswear

3107 W. Elm St.
Lima
OH
45805
Type or Classification
(B)
Embroidered clothing
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,850
Total Non-Itemized Transactions with this Payee/Payer$176
Total of All Transactions with this Payee/Payer for This Schedule$8,026
Conference Mdse07/06/2022$7,850
Name and Address
(A)
Government Initiative Group

222 E. Town St.
Columbus
OH
43215
Type or Classification
(B)
Govt Relations Firm
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$6,850
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$6,850
Conference Security04/19/2022$6,850
Name and Address
(A)
Hilton Columbus/Easton

3900 Chagrin Dr.
Columbus
OH
43219
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$40,933
Total Non-Itemized Transactions with this Payee/Payer$500
Total of All Transactions with this Payee/Payer for This Schedule$41,433
Executive Board Mtg10/05/2021$19,945
Executive Board Mtg03/15/2022$10,238
Executive Board Mtg03/29/2022$10,750
Name and Address
(A)
Hughie's Audio Visual Service

7034 Worthington Galena Rd
Worthington
OH
43085
Type or Classification
(B)
AV Service Provider
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$41,767
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$41,767
AV Svcs OAPSE Conference07/12/2022$41,767
Name and Address
(A)
Hyatt Regency Hotel

350 N High St.
Columbus
OH
43215
Type or Classification
(B)
Hotel and Conference Ctr
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$167,607
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$167,607
OAPSE Conference06/01/2022$167,607
Name and Address
(A)
JP Morgan Chase Bank, NA

111 Polaris Parkway
Columbus
OH
43240
Type or Classification
(B)
Bank
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$41,430
Total Non-Itemized Transactions with this Payee/Payer$21,187
Total of All Transactions with this Payee/Payer for This Schedule$62,617
Account pmt05/10/2022$11,914
Account pmt08/03/2022$23,601
Account pmt06/07/2022$5,915
Name and Address
(A)
JVA Campaigns

230 E. Town St.
Columbus
OH
43215
Type or Classification
(B)
Printer
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,228
Total Non-Itemized Transactions with this Payee/Payer$5,088
Total of All Transactions with this Payee/Payer for This Schedule$10,316
Printed Materials for Conf02/28/2022$5,228
Name and Address
(A)
Mid-West Marketing

91 Mill Hill Rd
Bloomsdale
MO
63627
Type or Classification
(B)
Logo Mdse distributor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,984
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$7,984
Conference Mdse03/01/2022$7,984
Name and Address
(A)
Philadelphia Marriott

1201 Market St.
Philadelphia
PA
19107
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$54,233
Total Non-Itemized Transactions with this Payee/Payer$372
Total of All Transactions with this Payee/Payer for This Schedule$54,605
AFSCME Convention05/26/2022$54,233
Name and Address
(A)
Summit Group LLC

8252 Solutions Ctr
Chicago
IL
60677
Type or Classification
(B)
Logo Mdse distributor
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$19,223
Total of All Transactions with this Payee/Payer for This Schedule$19,223
Name and Address
(A)
The Capital Grille Restaurant

1338-46 Chestnut St.
Philadelphia
PA
19107
Type or Classification
(B)
Restaurant
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$10,517
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$10,517
AFSCME Convention05/26/2022$10,517
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.)$2,641,179
MEDICAL INSURANCE AFSCME CARE PLAN$1,645,801
DENTAL INSURANCEAETNA U.S. HEALTHCARE$89,963
LONG TERM DISABILITY INSURANCEUNUM LIFE INS. CO.$8,057
LIFE INSURANCEUNUM LIFE INS CO.$75,588
401K PLAN THIRD PARTY ADMINISTRATIONPENSION DESIGN GROUP$4,070
COBRA ADMINISTRATIONCOBRA OPTIONS$237
401K PLAN FIDELITY BONDCALL INSURANCE AGENCY$140
SECTION 125 PLAN REIMBURSEMENTSPLAN PARTICIPANTS$42,698
AFSCME CARE PLANHEARING AID INSURANCE$198
MEDICAL REIMBURSEMENTSEMPLOYEES$18,140
PENSION BENEFITRETIREE$12,500
PENSION - EMPLOYER CONTRIBUTIONAFSCME PENSION PLAN$743,787
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 8/31/2022 were audited by BDO,LLP. An unqualified opinion has been issued.

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

Question 16: As of 8/31/2022, 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 8/31/2022, the outstanding balance was -0-.

Statement A,

Loans Receivable Begin Total: THere was no "-0-" here in the prior year box; it was just blank. When the -0- was entered, this prompt was received, asking for an explanation. The only entry here was a -0-.

Schedule 9, Row1:

Schedule 9, Row1::

Schedule 13, Row1:

Schedule 13, Row1:

Schedule 13, Row1:This category includes all individuals who have signed a membership application and chosen to join OAPSE. There is only one membership category.

Schedule 13, Row1:

Schedule 13, Row1:

Schedule 13, Row1:
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)