FORM LM-2 LABOR ORGANIZATION ANNUAL REPORT

(1)

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. 1215-0188 Expires: 09-30-2011 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 540-644

2. PERIOD COVERED

From 1/1/2008

Through 12/31/2008

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 & MUNI EMPLS AFL-CIO 5. DESIGNATION (Local, Lodge, etc.) LOCAL UNION

6. DESIGNATION NBR 11

7. UNIT NAME (if any)

OHIO CIVIL SERVICE EMPLOYEES ASSOC.

8. MAILING ADDRESS (Type or print in capital letters) First Name

SANDRA

Last Name BELL P.O Box - Building and Room Number

Number and Street

390 WORHTINGTON RD. SUITE A City

WESTERVILLE State

OH ZIP Code + 4

43082-8331 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: Eddie L Parks PRESIDENT 71. SIGNED: Kathleen M Stewart TREASURER

Date: Mar 27, 2009 Telephone Number: Date: Mar 27, 2009 Telephone Number:

Form LM-2 (Revised 2003)

(2)

ITEMS 10 THROUGH 21

FILE NUMBER: 540-644 10. During the reporting period did the labor organization create or participate in the

administration of a trust or a fund or organization, as defined in the instructions, which

provides benefits for members or beneficiaries? Yes

11. During the reporting period did the labor organization have a Political Action

Committee (PAC) fund? Yes

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?

$50,000 15. During the reporting period did the labor organization acquire or dispose of any

assets in a manner other than purchase or sale? No

16. Were any of the labor organization's assets pledged as security or encumbered in

any way at the end of the reporting period? No

17. Did the labor organization have any contingent liabilities at the end of the reporting

period? Yes

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? 08/2011

20. How many members did the labor organization have at the end of the reporting period? 30,646 21. What are the labor organization's rates of dues and fees?

Rates of Dues and Fees

Dues/Fees Amount Unit Minimum Maximum

(a) Regular Dues/Fees 1.25per BI-WEEKLY

(b) Working Dues/Fees per

(c) Initiation Fees per

(d) Transfer Fees per

(e) Work Permits per

(3)

STATEMENT A - ASSETS AND LIABILITIES

FILE NUMBER: 540-644

ASSETS

ASSETS Schedule

Number Start of Reporting Period

(A) End of Reporting Period

(B)

22. Cash $2,577,948 $2,586,234

23. Accounts Receivable 1 $121,174 $105,885

24. Loans Receivable 2 $0 $0

25. U.S. Treasury Securities $0 $0

26. Investments 5 $9,730,794 $10,406,506

27. Fixed Assets 6 $4,255,311 $4,282,832

28. Other Assets 7 $87,692 $88,537

29. TOTAL ASSETS $16,772,919 $17,469,994

LIABILITIES

LIABILITIES Schedule

Number

Start of Reporting Period (A)

End of Reporting Period (B)

30. Accounts Payable 8 $2,106,496 $1,271,308

31. Loans Payable 9 $1,009,568 $900,000

32. Mortgages Payable $0 $0

33. Other Liabilities 10 $2,075,910 $2,140,675

34. TOTAL LIABILITIES $5,191,974 $4,311,983

35. NET ASSETS $11,580,945 $13,158,011

(4)

STATEMENT B - RECEIPTS AND DISBURSEMENTS

CASH RECEIPTS SCH AMOUNT

36. Dues and Agency Fees $16,346,289

37. Per Capita Tax $0

38. Fees, Fines, Assessments, Work Permits $0

39. Sale of Supplies $0

40. Interest $561,196

41. Dividends $0

42. Rents $159,874

43. Sale of Investments and Fixed Assets 3 $0

44. Loans Obtained 9 $0

45. Repayments of Loans Made 2 $0

46. On Behalf of Affiliates for Transmittal to Them $1,944,489

47. From Members for Disbursement on Their Behalf $81,692

48. Other Receipts 14 $1,463,235

49. TOTAL RECEIPTS $20,556,775

CASH DISBURSEMENTS SCH AMOUNT

50. Representational Activities 15 $2,810,207

51. Political Activities and Lobbying 16 $456,342

52. Contributions, Gifts, and Grants 17 $15,194

53. General Overhead 18 $3,424,030

54. Union Administration 19 $2,271,349

55. Benefits 20 $2,282,511

56. Per Capita Tax $5,037,085

57. Strike Benefits $0

58. Fees, Fines, Assessments, etc. $0

59. Supplies for Resale $0

60. Purchase of Investments and Fixed Assets 4 $1,788,172

61. Loans Made 2 $0

62. Repayment of Loans Obtained 9 $109,567

63. To Affiliates of Funds Collected on Their Behalf $1,839,649

64. On Behalf of Individual Members $81,692

65. Direct Taxes $432,691

66. Subtotal $20,548,489

67. Withholding Taxes and Payroll Deductions

67a. Total Withheld $896,744

67b. Less Total Disbursed $896,744

67c. Total Withheld But Not Disbursed $0

68. TOTAL DISBURSEMENTS $20,548,489

(5)

SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE

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 $105,885 $0

Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $105,885 $0 $0 $0

(6)

SCHEDULE 2 - LOANS RECEIVABLE

FILE NUMBER: 540-644 There was no data found for this schedule.

SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS

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 $749,114 $747,703 $751,952 $751,952

FEDERAL HOME MORTGAGE 2993 $377,670 $376,259 $374,398 $374,398

FEDERAL HOME MORTGAGE 3% CALL $99,579 $99,579 $100,000 $100,000

FEDERAL HOME MORTGAGE 2693 $271,865 $271,865 $277,554 $277,554

Less Reinvestments $751,952

(The total from Net Sales Line will be automatically entered in Item 43)Net Sales $0 Form LM-2 (Revised 2003)

(7)

SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 540-644 Description (if land or buildings, give location)

(A) Cost

(B) Book Value

(C) Cash Paid

(D)

Total of all lines above $5,438,827 $4,537,449 $5,438,827

CD PURCHASED - MORGAN STANLEY $37,871 $32,731 $37,871

EQUIPMENT PURCHASES $131,369 $131,369 $131,369

FEDERAL HOME MORTGAGE 3430 $277,898 $231,713 $277,898

FARMERS $100,000 $100,000 $100,000

DORAL BANK CD $100,000 $99,383 $100,000

FARMERS - HSBC BANK CD $100,000 $100,000 $100,000

AMERICAN HOME MORTGAGE 2005-2 $1,270,058 $1,053,929 $1,270,058

GOVERNMENT NATIONAL MORTGAGE 2008-89 $255,688 $250,609 $255,688

FEDERAL HOME MORTGAGE SOLD 2993 $377,670 $0 $377,670

FEDERAL NATIONAL MORTGAGE 2003-31 $91,115 $83,321 $91,115

GOVERNMENT NATIOANL MORTGAGE 2008-21 $503,670 $463,665 $503,670

FEDERAL NATIONAL MORTGAGE 2862 $297,583 $237,490 $297,583

MABRIDGE BANK CD $100,000 $100,000 $100,000

Less Reinvestments $3,650,655

(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases $1,788,172 Form LM-2 (Revised 2003)

(8)

SCHEDULE 5 - INVESTMENTS

FILE NUMBER: 540-644 Description

(A) Amount

(B) Marketable Securities

A. Total Cost $519,292

B. Total Book Value $440,146

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

CORPORATE BOND $440,146

Other Investments

D. Total Cost $10,223,480

E. Total Book Value $9,966,360

F. List each other investment which has a book value over $5,000, of Line E. Also list each Trust which is an investment.

FEDERAL MORTGAGE SECURITIES $188,640

GOVERNMENT NATIONAL SECURITIES $319,514

10 YEAR BOND $1,283,257

AMERICAN HOME MORTGAGE $1,408,512

FEDERAL MORTGAGE SECURITIES $1,072,930

GOVERNMENT NATIONAL MORTGAGE $463,665

GROVERNMENT NATIONAL MORTGAGE $250,608

G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $10,406,506

(9)

SCHEDULE 6 - FIXED ASSETS

Description

(A) Cost or Other Basis

(B)

Total Depreciation or Amount Expensed

(C)

Book Value

(D) Value

(E)

A. Land 1 : 390 WROTHINGTON RD WESTERVILLE, OHIO 43082 $901,425 $901,425 $901,425

B. Building 1 : 390 WORTHINGTON RD WESTERVILLE, OHIO 43082 $3,772,436 $805,691 $2,966,745 $4,730,400

C. Automobiles and Other Vehicles $0 $0 $0 $0

D. Office Furniture and Equipment $0 $0 $0 $0

E. Other Fixed Assets $1,118,002 $703,340 $414,662 $414,662

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

27, Column(B)) $5,791,863 $1,509,031 $4,282,832 $6,046,487

(10)

SCHEDULE 7 - OTHER ASSETS

(A) Book Value

(B)

Total (Total will be automatically entered in Item 28, Column(B)) $88,537

PREPAID EXPENSES $87,537

DEPOSIT ON WORKER'S COMPENSATION $1,000

(11)

SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE

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 $1,271,308 $0 $0 $0

Total from all other accounts payable $0 $0 $0 $0

Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $1,271,308 $0 $0 $0

ACCOUNTS PAYABLE - VENDORS $599,759 $0 $0 $0

ACCOUNTS PAYABLE - CHAPTERS $582,693 $0 $0 $0

ACOCUNTS PAYABLE - DISTRICTS $49,652 $0 $0 $0

ACCOUNTS PAYABLE - ASSEMBLIES $38,564 $0 $0 $0

OHIO TUITION TRUST $640 $0 $0 $0

(12)

SCHEDULE 9 - LOANS PAYABLE

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 $1,009,567 $0 $109,567 $0 $900,000

Totals will be automatically entered in... Item 31

Column (C)

Item 44 Item 62 Item 69

with Explanation

Item 31 Column (D)

GRANDBRIDGE $1,009,567 $0 $109,567 $0 $900,000

(13)

SCHEDULE 10 - OTHER LIABILITIES

(A) Amount at End of Period

(B)

Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $2,140,675

GORDON FLESCH LEASE $160,342

INTER-TEL PHONE LEASE $13,736

XEROX LEASE $41,652

ACCRUED SICK & VACATION $1,594,025

ACCRUED PAYROLL $147,648

ACCRUED PAYROLL TAXES $133,272

CONTINGENT LIABILITIES $50,000

(14)

SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS

(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

ANTHONY , JOHN BOARD MEMBER

N $1,037 $0 $1,324 $0 $2,361

I Schedule 15

Representational Activities 49 %

Schedule 16 Political Activities and

Lobbying 1 % Schedule 17

Contributions 0 % Schedule 18

General Overhead 0 % Schedule 19

Administration 50 %

A B C

BAILEY , DAVID BOARD MEMBER C

$1,343 $0 $5,191 $0 $6,534

I Schedule 15

Administration 90 %

A B C

BAKLE , CHARLES BOARD MEMBER P

$3,064 $0 $2,229 $0 $5,293

I Schedule 15

Representational Activities 10 % Schedule 16 Political Activities and Lobbying

0 % Schedule 17

Administration 90 %

A B C

BLACKWELL , LONESTE BOARD MEMBER

C $0 $0 $555 $0 $555

I Schedule 15

0 % Schedule 17

Administration 100 %

A B C

BOBBITT , CINDY BOARD MEMBER

C $4,286 $0 $6,632 $0 $10,918

I Schedule 15

Administration 80 %

A B C

BOGER , ROBERT BOARD MEMBER P

$0 $0 $177 $0 $177

I Schedule 15

Administration 80 %

A B C

BROWN , SHARON BOARD MEMBER P

$3,512 $0 $4,208 $0 $7,720

I Schedule 15

0 % Schedule 17

A B C

CALLAHAN , KATE BOARD MEMBER

C $3,799 $0 $8,323 $0 $12,122

I Schedule 15

5 % Schedule 17

Administration 80 %

A B C

COLLINS , DEREK BOARD MEMBER

P $2,103 $0 $1,131 $0 $3,234

(15)

(A)

Name (B)

Title (C)

Status

(E) Allowances

Disbursed

(F)

(G) Other

(H) TOTAL

I Schedule 15

A B C

CUTRIGHT , TRACY BOARD MEMBER C

$3,582 $0 $4,883 $0 $8,465

I Schedule 15

Administration 30 %

A B C

DURHAM , TIMOTHY BOARD MEMBER

P $2,424 $0 $2,404 $0 $4,828

I Schedule 15

0 % Schedule 17

Administration 93 %

A B C

EGGERS , JAMES BOARD MEMBER

P $2,929 $0 $1,143 $0 $4,072

I Schedule 15

0 % Schedule 17

A B C

FRAME , ADEN BOARD MEMBER N

$1,242 $0 $2,055 $0 $3,297

I Schedule 15

Administration 75 %

A B C

GRUBER , SHAWN BOARD MEMBER N

$530 $0 $2,767 $0 $3,297

I Schedule 15

Administration 75 %

A B C

HARRISON , TRENA BOARD MEMBER

C $199 $0 $94 $0 $293

I Schedule 15

0 % Schedule 17

A B C

HAUSEN , BOB BOARD MEMBER

N $11,903 $0 $8,350 $0 $20,253

I Schedule 15

0 % Schedule 17

Administration 75 %

A B C

HAYWARD , WILLIAM BOARD MEMBER C

$3,535 $0 $4,697 $0 $8,232

I Schedule 15

A B C

HIGBEE , QUIDA BOARD MEMBER C

$3,690 $0 $4,365 $0 $8,055

(16)

(A)

Name (B)

Title (C)

Status

(E) Allowances

Disbursed

(F)

(G) Other

(H) TOTAL

I Schedule 15

Administration 40 %

A B C

HONROE , DEBRA BOARD MEMBER C

$1,895 $0 $3,116 $0 $5,011

I Schedule 15

Administration 40 %

A B C

HUBBERT , SHIRLEY BOARD MEMBER

C $2,463 $0 $3,101 $0 $5,564

I Schedule 15

0 % Schedule 17

Administration 50 %

A B C

HUNTER , MICHELLE BOARD MEMBER

C $2,563 $0 $5,584 $0 $8,147

I Schedule 15

10 % Schedule 17

Administration 5 %

A B C

JETER , LOUELLA BOARD MEMBER C

$5,305 $0 $5,032 $0 $10,337

I Schedule 15

Administration 65 %

A B C

JOHNSON , CARRIE BOARD MEMBER N

$450 $0 $978 $0 $1,428

I Schedule 15

A B C

JOHNSON , CHARLES BOARD MEMBER

C $865 $0 $2,286 $0 $3,151

I Schedule 15

10 % Schedule 17

Administration 90 %

A B C

JONES , KELVIN BOARD MEMBER

C $7,861 $0 $6,141 $0 $14,002

I Schedule 15

25 % Schedule 17

Administration 35 %

A B C

KING , DEBRA BOARD MEMBER C

$3,812 $0 $3,628 $0 $7,440

I Schedule 15

Administration 50 %

A B C

LAROCCA , JIM BOARD MEMBER C

$4,877 $0 $8,887 $0 $13,764

(17)

(A)

Name (B)

Title (C)

Status

(E) Allowances

Disbursed

(F)

(G) Other

(H) TOTAL

I Schedule 15

Administration 95 %

A B C

MABE , CHRIS VICE-PRESIDENT C

$6,212 $6,000 $2,684 $0 $14,896

I Schedule 15

Administration 50 %

A B C

MORRIS , LAURA BOARD MEMBER

C $5,583 $0 $4,711 $0 $10,294

I Schedule 15

2 % Schedule 17

Administration 75 %

A B C

PARKS , EDDIE PRESIDENT

C $1,150 $8,700 $4,450 $0 $14,300

I Schedule 15

20 % Schedule 17

Administration 60 %

A B C

PERSON , ANNIE BOARD MEMBER C

$7,350 $0 $5,881 $0 $13,231

I Schedule 15

Administration 50 %

A B C

ROBERTS , TIMOTHY BOARD MEMBER C

$2,249 $0 $5,514 $0 $7,763

I Schedule 15

Administration 80 %

A B C

SLONE , DAVID BOARD MEMBER

C $2,245 $0 $4,177 $0 $6,422

I Schedule 15

0 % Schedule 17

A B C

STEWART , KATHY SECRETARY-TREASURER

C $7,862 $6,000 $3,297 $0 $17,159

I Schedule 15

20 % Schedule 17

Administration 60 %

A B C

VALENTINE , ROBERT BOARD MEMBER N

$2,342 $0 $1,891 $0 $4,233

I Schedule 15

Administration 85 %

A B C

WAMSLEY , KEVIN BOARD MEMBER C

$4,360 $0 $4,993 $0 $9,353

(18)

(A)

Name (B)

Title (C)

Status

(E) Allowances

Disbursed

(F)

(G) Other

(H) TOTAL

I Schedule 15

Administration 80 %

A B C

WESTRICK , DONNA BOARD MEMBER C

$2,602 $0 $4,760 $0 $7,362

I Schedule 15

Administration 80 %

A B C

WILLIAMSON , CHARLES BOARD MEMBER

C $3,187 $0 $16,304 $0 $19,491

I Schedule 15

5 % Schedule 17

Administration 80 %

A B C

WING , JOSEPH BOARD MEMBER

C $2,987 $0 $1,991 $0 $4,978

I Schedule 15

0 % Schedule 17

Total Officer Disbursements $127,398 $20,700 $159,934 $0 $308,032

Less Deductions

Net Disbursements $308,032

(19)

SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES

(A) Name

(B) Title

(C) Other Payer

(E)

Allowances Disbursed (F)

(G)

Other Disbursements not reported in (D) through (F)

(H) TOTAL

A B C

ANTHONY , WILLIAM

NONE $57,545 $8,040 $3,528 $0 $69,113

I Schedule 15

Administration 8 %

A B C

AYERS , JUDI

NONE $14,617 $0 $18 $0 $14,635

I Schedule 15

Administration 86 %

A B C

BAILEY , DEBORAH

NONE $57,545 $8,040 $7,080 $0 $72,665

I Schedule 15

0 % Schedule 17

Administration 14 %

A B C

BARTOLONE , SHERYL

NONE $46,406 $0 $424 $0 $46,830

I Schedule 15

0 % Schedule 17

Administration 0 %

A B C

BELCHER , LYNN

NONE $56,105 $8,040 $1,795 $0 $65,940

I Schedule 15

Administration 16 %

A B C

CANTLEY , KATHY

NONE $39,252 $0 $0 $0 $39,252

I Schedule 15

Lobbying % Schedule 17

Contributions % Schedule 18

General Overhead % Schedule 19

Administration %

A B C

DAVIS , SANDI

NONE $52,552 $0 $0 $0 $52,552

I Schedule 15

% Schedule 17

Administration %

A B C

KAISER , LISA

NONE $70,524 $0 $0 $0 $70,524

I Schedule 15

% Schedule 17

Administration %

A B C

RICE , BRUCE

NONE $57,897 $0 $0 $0 $57,897

(20)

(A)

Name (B)

Title (C)

Other Payer

(E)

(G)

(H) TOTAL

I Schedule 15

Administration %

A B C

SCAGGS , NIKKI

NONE $44,754 $0 $0 $0 $44,754

I Schedule 15

Administration %

A B C

WILLIAMS , CLAUDIA

NONE $55,187 $0 $0 $0 $55,187

I Schedule 15

% Schedule 17

Administration %

A B C

BELL , SANDRA

NONE $94,014 $0 $1,421 $0 $95,435

I Schedule 15

1 % Schedule 17

Administration 15 %

A B C

BENNETT , MARLENE

NONE $31,705 $0 $25 $0 $31,730

I Schedule 15

Administration 2 %

A B C

BISTLINE , KRISTA

NONE $67,878 $2,600 $6,038 $0 $76,516

I Schedule 15

Administration 5 %

A B C

BOWSHIER , CAROL

NONE $93,047 $2,600 $2,777 $0 $98,424

I Schedule 15

1 % Schedule 17

Administration 24 %

A B C

BROWN , KAREN

NONE $53,041 $0 $1,639 $0 $54,680

I Schedule 15

0 % Schedule 17

Administration 13 %

A B C

BUMGARDNER , HAROLD

NONE $55,064 $7,422 $3,402 $0 $65,888

I Schedule 15

Administration 9 %

A B C

BUTY , JERRY

NONE $50,222 $8,013 $2,939 $0 $61,174

(21)

(A)

Name (B)

Title (C)

Other Payer

(E)

(G)

(H) TOTAL

I Schedule 15

Administration 7 %

A B C

COBEL , KARLA

NONE $63,092 $0 $114 $0 $63,206

I Schedule 15

Administration 0 %

A B C

COCHRANE , THOMAS

NONE $62,801 $0 $1,232 $0 $64,033

I Schedule 15

1 % Schedule 17

Administration 3 %

A B C

COLLINS , LORI

NONE $56,585 $8,040 $1,978 $0 $66,603

I Schedule 15

4 % Schedule 17

Administration 14 %

A B C

CONE , SHANA

NONE $35,685 $0 $312 $0 $35,997

I Schedule 15

Administration 9 %

A B C

CONLEY , DON

NONE $85,049 $2,600 $5,577 $0 $93,226

I Schedule 15

Administration 24 %

A B C

DAVIS , DEBBIE

NONE $22,197 $0 $0 $0 $22,197

I Schedule 15

0 % Schedule 17

Administration 2 %

A B C

DENIS , RICHELLE

NONE $36,893 $0 $0 $0 $36,893

I Schedule 15

0 % Schedule 17

Administration 2 %

A B C

DOUGLAS , ANDY

NONE $125,499 $9,500 $1,742 $0 $136,741

I Schedule 15

Administration 7 %

A B C

FALCIONE , DENNIS

NONE $57,545 $8,040 $2,581 $0 $68,166

(22)

(A)

Name (B)

Title (C)

Other Payer

(E)

(G)

(H) TOTAL

I Schedule 15

Administration 7 %

A B C

FELLINGER , KIM

NONE $85,235 $2,600 $10,844 $0 $98,679

I Schedule 15

Administration 14 %

A B C

FISHER , JOHN

NONE $57,545 $8,040 $6,604 $0 $72,189

I Schedule 15

0 % Schedule 17

Administration 3 %

A B C

FOLLMAN , BARBARA

NONE $56,345 $8,040 $3,048 $0 $67,433

I Schedule 15

4 % Schedule 17

Administration 13 %

A B C

FREEMAN , JEFF

NONE $40,009 $6,700 $3,481 $0 $50,190

I Schedule 15

Administration 18 %

A B C

FRIEL , SANDI

NONE $52,966 $0 $1,822 $0 $54,788

I Schedule 15

Administration 3 %

A B C

GEE , MICHAEL

NONE $38,296 $0 $532 $0 $38,828

I Schedule 15

0 % Schedule 17

Administration 2 %

A B C

GERSPER , JOHN

NONE $57,545 $8,040 $3,441 $0 $69,026

I Schedule 15

0 % Schedule 17

Administration 8 %

A B C

GOHENN , ROBERT

NONE $49,235 $500 $417 $0 $50,152

I Schedule 15

Administration 17 %

A B C

GOLDBERG , DAVID

NONE $47,289 $0 $857 $0 $48,146

(23)

(A)

Name (B)

Title (C)

Other Payer

(E)

(G)

(H) TOTAL

I Schedule 15

Administration 0 %

A B C

GOLDBERG , JENNY

NONE $55,442 $0 $60 $0 $55,502

I Schedule 15

Administration 68 %

A B C

GOODWIN , ANISSIA

NONE $56,945 $8,040 $3,597 $0 $68,582

I Schedule 15

0 % Schedule 17

Administration 28 %

A B C

HALL , JOHN

NONE $57,545 $8,040 $4,601 $0 $70,186

I Schedule 15

0 % Schedule 17

Administration 11 %

A B C

HAMMEL , PAT

NONE $52,838 $8,040 $2,381 $0 $63,259

I Schedule 15

Administration 34 %

A B C

HAUENSTEIN , JIM

NONE $57,545 $8,040 $1,054 $0 $66,639

I Schedule 15

Administration 10 %

A B C

SHARON , HENNING

NONE $30,351 $0 $0 $0 $30,351

I Schedule 15

0 % Schedule 17

Administration 13 %

A B C

HILL , MIKE

NONE $57,545 $8,040 $0 $0 $65,585

I Schedule 15

2 % Schedule 17

Administration 7 %

A B C

HILLIS , SHARON

NONE $74,781 $0 $1,160 $0 $75,941

I Schedule 15

Administration 7 %

A B C

HOWELL , PATRICIA

NONE $57,185 $8,040 $0 $0 $65,225

(24)

(A)

Name (B)

Title (C)

Other Payer

(E)

(G)

(H) TOTAL

I Schedule 15

Administration 11 %

A B C

ISON , GINA

NONE $51,764 $0 $192 $0 $51,956

I Schedule 15

Administration 69 %

A B C

JOHNSON , DAVID

NONE $81,324 $2,600 $7,220 $0 $91,144

I Schedule 15

6 % Schedule 17

Administration 6 %

A B C

JONES , MIKE

NONE $76,851 $0 $3,275 $0 $80,126

I Schedule 15

1 % Schedule 17

Administration 84 %

A B C

JONES , ROBERT

NONE $57,545 $8,040 $1,997 $0 $67,582

I Schedule 15

Administration 9 %

A B C

JUSTICE , DAVE

NONE $57,545 $8,040 $2,717 $0 $68,302

I Schedule 15

Administration 23 %

A B C

KAPAROS , GERALYN

NONE $78,430 $0 $4,135 $0 $82,565

I Schedule 15

0 % Schedule 17

Administration 6 %

A B C

KEMP , LYNN

NONE $57,795 $8,040 $1,529 $0 $67,364

I Schedule 15

5 % Schedule 17

Administration 17 %

A B C

KEMPTON , NADINE

NONE $68,996 $0 $568 $0 $69,564

I Schedule 15

Administration 0 %

A B C

KUHNER , JAMIE

NONE $53,945 $8,040 $3,030 $0 $65,015

(25)

(A)

Name (B)

Title (C)

Other Payer

(E)

(G)

(H) TOTAL

I Schedule 15

Administration 11 %

A B C

LEWIS , JENNIE

NONE $48,898 $8,040 $2,691 $0 $59,629

I Schedule 15

Administration 21 %

A B C

LEWIS , PENNY

NONE $57,169 $7,377 $2,116 $0 $66,662

I Schedule 15

0 % Schedule 17

Administration 14 %

A B C

LOWE , BETH

NONE $41,660 $0 $0 $0 $41,660

I Schedule 15

0 % Schedule 17

Administration 80 %

A B C

MARTIN , MIKE

NONE $57,545 $8,040 $2,343 $0 $67,928

I Schedule 15

Administration 14 %

A B C

MCCALL , MARVA

NONE $57,545 $8,040 $3,214 $0 $68,799

I Schedule 15

Administration 21 %

A B C

MCCELVAIN , JIM

NONE $57,863 $8,013 $514 $0 $66,390

I Schedule 15

4 % Schedule 17

Administration 10 %

A B C

MECKLING , SALLY

NONE $73,940 $1,200 $2,714 $0 $77,854

I Schedule 15

2 % Schedule 17

Administration 84 %

A B C

MONGOLIER , JOE

NONE $9,761 $0 $1,095 $0 $10,856

I Schedule 15

Administration 0 %

A B C

MONTGOMERY , QUENTIN

NONE $56,688 $0 $1,613 $0 $58,301

(26)

(A)

Name (B)

Title (C)

Other Payer

(E)

(G)

(H) TOTAL

I Schedule 15

Administration 5 %

A B C

MUENCHEN , MIKE

NONE $56,345 $8,040 $1,593 $0 $65,978

I Schedule 15

Administration 7 %

A B C

ONEILL-WEDIG , DEIRDRE

NONE $47,099 $0 $859 $0 $47,958

I Schedule 15

5 % Schedule 17

Administration 75 %

A B C

PARKER , JESSICA

NONE $38,028 $0 $1,403 $0 $39,431

I Schedule 15

0 % Schedule 17

Administration 2 %

A B C

PAYNE , PHYLLIS

NONE $22,034 $0 $0 $0 $22,034

I Schedule 15

Administration 0 %

A B C

PORTER , JOHN

NONE $76,234 $0 $2,002 $0 $78,236

I Schedule 15

Administration 4 %

A B C

PRICE , CARL

NONE $57,669 $0 $2,661 $0 $60,330

I Schedule 15

0 % Schedule 17

Administration 9 %

A B C

RALPH , SHARON

NONE $56,225 $8,040 $2,050 $0 $66,315

I Schedule 15

1 % Schedule 17

Administration 13 %

A B C

REESE , SHARON

NONE $47,126 $0 $2,758 $0 $49,884

I Schedule 15

Administration 1 %

A B C

RICH , PATTY

NONE $67,972 $0 $3,638 $0 $71,610

(27)

(A)

Name (B)

Title (C)

Other Payer

(E)

(G)

(H) TOTAL

I Schedule 15

Administration 6 %

A B C

RINE , BRENDA

NONE $33,859 $0 $0 $0 $33,859

I Schedule 15

Administration 7 %

A B C

RIPPETH , TIM

NONE $57,545 $8,040 $2,457 $0 $68,042

I Schedule 15

0 % Schedule 17

Administration 4 %

A B C

ROBINSON , ROBERT

NONE $57,545 $8,040 $5,188 $0 $70,773

I Schedule 15

2 % Schedule 17

Administration 8 %

A B C

SCHEFFER , MIKE

NONE $56,030 $7,762 $1,528 $0 $65,320

I Schedule 15

Administration 5 %

A B C

SCOTT , GREG

NONE $22,021 $0 $0 $0 $22,021

I Schedule 15

Administration 0 %

A B C

SHAFER , TIM

NONE $63,931 $2,100 $8,394 $0 $74,425

I Schedule 15

3 % Schedule 17

Administration 6 %

A B C

STEELE , ROBERT

NONE $59,572 $0 $1,744 $0 $61,316

I Schedule 15

0 % Schedule 17

Administration 8 %

A B C

STRAIKO , MARGIE

NONE $44,187 $0 $2,766 $0 $46,953

I Schedule 15

Administration 77 %

A B C

TACKETT , TRACY

NONE $51,955 $0 $427 $0 $52,382

(28)

(A)

Name (B)

Title (C)

Other Payer

(E)

(G)

(H) TOTAL

I Schedule 15

Administration 1 %

A B C

TANKSLEY , PEGGY

NONE $56,345 $8,040 $4,603 $0 $68,988

I Schedule 15

Administration 12 %

A B C

TROUT , SANDY

NONE $49,332 $0 $1,715 $0 $51,047

I Schedule 15

1 % Schedule 17

Administration 37 %

A B C

VROMAN , KAREN

NONE $57,270 $8,040 $2,694 $0 $68,004

I Schedule 15

1 % Schedule 17

Administration 9 %

A B C

WILES , STEVE

NONE $57,545 $8,040 $2,113 $0 $67,698

I Schedule 15

Administration 25 %

A B C

WILLIAMS , MERYL

NONE $11,210 $0 $267 $0 $11,477

I Schedule 15

Administration 81 %

A B C

WISNIEWSKI , SHARON

NONE $26,052 $0 $0 $0 $26,052

I Schedule 15

0 % Schedule 17

Administration 0 %

A B C

WRAY , PETER

NONE $69,881 $750 $7,412 $0 $78,043

I Schedule 15

3 % Schedule 17

Administration 71 %

A B C

WRAY , TERESA

NONE $52,561 $0 $5,068 $0 $57,629

I Schedule 15

Administration 4 %

A B C

BUTCH , WYLIE

NONE $51,945 $8,040 $5,408 $0 $65,393

(29)

(A)

Name (B)

Title (C)

Other Payer

(E)

(G)

(H) TOTAL

I Schedule 15

Administration 21 %

A B C

WYNGAARD , BRUCE

NONE $79,833 $3,418 $3,534 $0 $86,785

I Schedule 15

Administration 29 %

A B C

YERKES , GEORGE

NONE $56,345 $8,040 $2,993 $0 $67,378

I Schedule 15

2 % Schedule 17

Administration 15 %

A B C

ZIDAN , SUHAIL

NONE $76,600 $0 $1,517 $0 $78,117

I Schedule 15

Representational Activities % Schedule 16 Political Activities and Lobbying

% Schedule 17

A B C

HARRINGTON , ANGELA

NONE $60,146 $0 $2,051 $0 $62,197

I Schedule 15

Representational Activities %

TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS $0 $0 $0 $0 $0

I Schedule 15

Representational Activities % Schedule 16

Political Activities and Lobbying % Schedule 17

Administration %

Total Employee Disbursements $5,193,049 $316,955 $208,327 $0 $5,718,331

Less Deductions

Net Disbursements $5,718,331

(30)

SCHEDULE 13 - MEMBERSHIP STATUS

FILE NUMBER: 540-644 Category of Membership

(A) Number

(B) Voting Eligibility

(C)

Members (Total of all lines above) 30,646

Agency Fee Payers* 3,180

Total Members/Fee Payers 33,826

*Agency Fee Payers are not considered members of the labor organization.

STATE MEMBERS 29,359 Yes

LOCAL MEMBERS 871 Yes

LIFE MEMBERS 416 Yes

(31)

DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19

FILE NUMBER: 540-644 SCHEDULE 14 OTHER RECEIPTS

1. Named Payer Itemized Receipts $1,368,778

2. Named Payer Non-itemized Receipts $19,693

3. All Other Receipts $74,764

4. Total Receipts $1,463,235

SCHEDULE 17 CONTRIBUTIONS, GIFTS & GRANTS

1. Named Payee Itemized Disbursements $0

2. Named Payee Non-itemized Disbursements $0

3. To Officers $4,594

4. To Employees $0

5. All Other Disbursements $10,600

6. Total Disbursements $15,194

SCHEDULE 15 REPRESENTATIONAL ACTIVITIES

1. Named Payee Itemized Disbursements $131,991

2. Named Payee Non-itemized Disbursements $148,496

4. To Employees $2,134,269

6. Total Disbursements $2,810,207

SCHEDULE 18 GENERAL OVERHEAD

3. To Officers $0

SCHEDULE 16 POLITICAL ACTIVITIES AND LOBBYING

4. To Employees $275,975

6. Total Disbursements $456,342

SCHEDULE 19 UNION ADMINISTRATION

(32)

SCHEDULE 14 - OTHER RECEIPTS

FILE NUMBER: 540-644 Name and Address

(A) UNION EDUCATION TRUST 390 WORTHINGTON RD WESTERVILLE OH

43082

Type or Classification (B) TRUST

Purpose

(C) Date

(D) Amount

(E)

Total Itemized Transactions with this Payee/Payer $300,646

Total Non-Itemized Transactions with this Payee/Payer

Total of All Transactions with this Payee/Payer for This Schedule $300,646

PAYROLL AND MISC EXPENSES 01/31/2008 $28,361

Name and Address (A) BENEFITS TRUST

390 WORTHINGTON RD WESTERVILLE OH

43082

Purpose (C)

Date (D)

Amount (E)

Name and Address (A)

OCSSEA RETIREE HEALTH CARE VEBA TRUST 390 WORTHINGTON RD

WESTERVILLE OH

43082

Purpose (C)

Date (D)

Amount (E)

HEALTHCARE REIMBURSEMENT 01/31/2008 $5,551

Name and Address (A) AFSCME

Type or Classification (B)

Purpose

(C) Date

(D) Amount

(E)

Total Non-Itemized Transactions with this Payee/Payer $19,693

ORGANIZING REIMBURSEMENT 01/31/2008 $14,164

(33)

UNION Purpose (C)

Date (D)

Amount (E)

Total Non-Itemized Transactions with this Payee/Payer $19,693

GRANT 06/30/2008 $9,359

GRANT 09/30/2008 $45,000

PEOPLE/TAKE BACK OHIO GRANT 10/31/2008 $45,000

PEOPLE/TAKE BACK OHIO GRANT 10/31/2008 $71,250

GRANT 09/30/2008 $5,000