2024-03-02T15:10:28-06:00 2021-12-31 823482508 MPKD INC 2754 EAST MAIN ST SPRINGFIELD OH 45503 990 2021-01-01 310814197 PUBLIC EMPLOYEE RETIREES INC PUBL 6148916868 659 PARK MEADOW ROAD SUITE F WESTERVILLE OH 43081 RICHARD ROSS BOARD CHAIR 6148916868 2023-10-24 1 RICHARD ROSS 999009999 ALISHA KARNS P02171160 9373231738 2024-03-02 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z RICHARD ROSS 659 PARK MEADOW ROAD SUITE F WESTERVILLE OH 43081 1049595 0 X WWW.OPERI.ORG X 1970 OH TO SUPPORT AND PROTECT OUR RETIREMENT SYSTEM AND ITS BENEFITS; TO PROMOTE EDUCATIONAL RESOURCES AND PROGRAMS FOR PUBLIC EMPLOYEE RETIREES; TO STUDY AND COMPARE OPERS WITH OTHER RETIREMENT SYSTEMS. 15 15 5 500 0 0 561482 498167 0 0 36711 109428 0 0 598193 607595 0 0 0 0 289367 249036 0 0 0 338301 317063 627668 566099 -29475 41496 2242934 2277365 1000 0 2241934 2277365 TO SUPPORT AND PROTECT OUR RETIREMENT SYSTEM AND ITS BENEFITS; TO PROMOTE EDUCATIONAL RESOURCES AND PROGRAMS FOR PUBLIC EMPLOYEE RETIREES; TO STUDY AND COMPARE OPERS WITH OTHER RETIREMENT SYSTEMS. 0 0 WE PUBLISH A QUARTERLY NEWSLETTER WHICH IS MAILED TO OUR 55,449 MEMBERS. DUES NOTICES, APPLICATIONS, MEMBERSHIP CARDS AND PACKETS ARE ALSO MAILED TO OUR MEMBERS. THE ORGANIZATION HAS 92 CHAPTERS IN 88 COUNTIES IN OHIO. MEMBERS MEET FOR LEGISLATIVE ISSUES EDUCATION AND UPDATES. THE CHAPTERS ARE ORGANIZED IN 11 DISTRICTS WITH 8 COUNTIES PER DISTRICT. EACH DISTRICT ELECTS ITS OWN REPRESENTATIVE TO SIT ON THE PERI STATE BOARD OF TRUSTEES. SPECIAL MAILINGS ARE SENT WHEN IMMEDIATE ACTION NEEDS TO BE TAKEN ON LEGISLATIVE ISSUES. WE HAVE A CONTRACT LEGISLATIVE AFFAIRS DIRECTOR WHO RESEARCHES PENDING LEGISLATION AND TESTIFIES BEFORE THE GENERAL ASSEMBLY COMMITTEES ON OUR BEHALF. WE HAVE A TOLL-FREE LINE TO ANSWER LEGISLATIVE QUESTIONS. WE FUNCTION AS AN OMBUDSMAN FOR OUR MEMBERS PERTAINING TO THEIR RETIREMENT BENEFITS. WE HOLD AN ANNUAL MEETING FOR OUR LOCAL CHAPTERS TO EDUCATE THEM ON LEGISLATIVE ISSUES. 377189 377189 377189 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 5 0 0 0 0 0 1 1 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 0 0 0 X FINANCE COMMITTEE 6148916868 659 PARK MEADOW RD SUITE F WESTERVILLE OH 43081 JOHN HAUGHT CHARIMAN 10.00 X X 7596 0 0 CONSTANCE DAILEY DISTRICT 5 REP 10.00 X 1935 0 0 HAROLD LAWRENCE DISTRICT 10 REP 10.00 X 1500 0 0 GREG ERVIN DISTRICT 7 REP 10.00 X 1065 0 0 ROSEMARY DAHMANN DISTRICT 4 REP 10.00 X 700 0 0 BONNIE BETH MITCHELL DISTRICT 6 REP 10.00 X 1050 0 0 RICHARD ROSS CHAIRMAN 10.00 X X 1936 0 0 DAVID BENJAMIN DISTRICT 11 REP 10.00 X 0 0 0 ROBERT WHITE DISTRICT 2 REP/TREAS 10.00 X X 0 0 0 DAVID ROBENSTINE DISTRICT 1 REP/TREAS 10.00 X X 0 0 0 MARLENE BOND VICE-CHAIR 10.00 X X 0 0 0 LIN AVENDANO DISTRICT 8 REP 10.00 X 0 0 0 THOMAS GRAHAM DISTRICT 9 10.00 X 0 0 0 CHRISTOPHER THOMPSON DISTRICT 1 REP 10.00 X 0 0 0 GEOFFREY HETRICK PRESIDENT/CEO 40.00 X 106043 0 0 NANCY HEATH ACCOUNTING MANAGER 40.00 X 50165 0 0 JOHN DIPIETRO TREASURER 10.00 X 1530 0 0 LAURIE FITHIOF ADMINISTRATIVE ASSISTANT 40.00 X 50093 0 0 223613 0 0 1 0 0 0 0 483260 14907 498167 20428 20428 531000 442000 89000 89000 89000 607595 89000 0 20428 220550 64342 156208 10943 10943 17543 17543 2500 2500 18880 18880 159426 159426 502 502 57547 57547 35496 35496 1756 180 1576 11962 9049 2913 6537 6537 MERCHANT FEE 20161 20161 DUES & SUBSCRIPTION 2000 2000 DISCRETIONARY EXPENSE 296 296 566099 377189 188910 0 196255 201269 2033341 2057820 186 1312 70948 59159 7977 11789 5175 5175 2242934 2277365 1000 1000 0 X 2241934 2277365 2241934 2277365 2242934 2277365 41496 -6065 X 0 0 0 70948 59159 11789 11789 FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS MEMBERS ELECT THE MEMBERS OF THE GOVERNING BODY FORM 990, PART VI, SECTION A, LINE 7A MEMBERS WITHIN A DISTRICT VOTE FOR THEIR REPRESENTATIVE AND FOR THE 5 AT LARGE OFFICERS FORM 990, PART VI, SECTION A, LINE 7B ANY CHANGES TO THE ASSOCIATION'S CONSTITUTION ARE APPROVED BY A VOTE OF THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATIN'S PROCESS TO REVIEW FORM 990 IS COMPLETED BY REVIEW BY THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY BOARD MEMBERS SIGN A DOCUMENT INDICATING THEY DO NOT HAVE ANY CONFLICTS OF INTEREST. BOARD MEMBERS ARE ALSO ENCOUARAGED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST AS THEY ARISE THOUGHOUT THE YEAR. FORM 990, PART VI, SECTION C, LINE 19 ENFORCEMENT OF CONFLICTS POLICY BOARD MEMBERS SIGN A DOCUMENT INDICATING THEY DO NOT HAVE ANY CONFLICTS OF INTEREST. BOARD MEMBERS ARE ALSO ENCOURAGED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST AS THEY ARISE THROUGHOUT THE YEAR. FORM 990, PART III, LINE 4D - ALL OTHER ACCOMPLISHMENTS WE PUBLISH A QUARTERLY NEWSLETTER WHICH IS MAILED TO OUR 55,449 MEMBERS. DUES NOTICES, APPLICATIONS, MEMBERSHIP CARDS AND PACKETS ARE ALSO MAILED TO OUT MEMBERS. FORM 990, PART VI, LINE 6 - CLASSES OF MEMBERS OR STOCKHOLDERS MEMBERS ELECT THE MEMBERS OF THE GOVERNING BODY. FORM 990 , PART VI, LINE 7A ELECTION OF MEMBERS AND THEIR RIGHTS. MEMBERS WITHIN A DISTRICT VOTE FOR THEIR REPRESENTATIVE AND FOR THE 5 AT-LARGE OFFICERS. FORM 990 , PART VI, LINE 7B - DECISIONS SUBJECT TO APPROVAL OF MEMBERS ANY CHANGES TO THE ASSOCIATION'S CONSTITUTION ARE APPROVED BY A VOTE OF THE MEMBERS. FORM 990 , PART VI, LINE 11B - ORGANIZATION'S PROCESS TO REVIEW FORM 990 THE 990 IS REVIEWED BY THE FINANCE COMMITTEE. FORM 990 , PART VI, LINE 12C - ENFORCEMENT OF CONFLICTS POLICY BOARD MEMBERS SIGN A DOCUMENT INDICATING THEY DO NOT HAVE ANY CONFLICTS OF INTEREST. BOARD MEMBERS ARE ALSO ENCOUARAGED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST AS THEY ARISE THROUGHOUT THE YEAR. FORM 990 , PART VI, LINE 19 - GOVERNING DOCUMENTS DISCLOSURE EXPLANATION THE POLICY OF THE ASSOCIATION IS TO ONLY MAKE THE MINUTES, FINANCIAL STATEMENTS, AND OTHER GOVERNING DOCUMENTS AVAILABLE TO THE LEADERSHIP. FINANCIAL STATEMENTS ARE MADE AVAILABLE TO ALL THOSE WHO ATTEND THE ANNUAL MEETING. ALSO, THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO MEMBERS AFTER THE ANNUAL MEETING UPON REQUEST.