2025-04-24T15:12:28-05:00 2024-06-30 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-07-01 530116149 NATIONAL RURAL LETTER CARRIERS' ASSOCIATION NATI 7037978409 1630 DUKE STREET ALEXANDRIA VA 223143467 THOMAS TURNER SECRETARY-TREASURER 7037978409 2025-04-16 1 0 AARON M FOX P01365820 2022274000 2025-04-16 2023 2025-03-06 01:10:19Z NRLCA DONALD MASTON 1630 DUKE STREET ALEXANDRIA VA 223143467 52252371 0 2377 X WWW.NRLCA.ORG X 1903 VA THE ASSOCIATION WORKS TO ORGANIZE AND CREATE A UNITED FORCE, ADVANCE THE INTEREST OF ALL MEMBERS, ENSURE JOB SECURITY, AND ENHANCE OPPORTUNITIES. THE ASSOCIATION SEEKS TO ASSIST ITS MEMBERS TO ACHIEVE THEIR HIGHEST ASPIRATIONS. THE OBJECT OF THE ASSOCIATION IS TO IMPROVE CONDITIONS OF LABOR WITH USPS, ADVANCE THE METHODS USED BY RURAL LETTER CARRIERS AND PROMOTE FRATERNAL SPIRIT AMONG ITS MEMBERS. 9 0 423 0 33202 0 0 0 41969711 43856077 1512610 1083088 5693005 4274882 49175326 49214047 1266400 0 0 0 28711955 30317608 0 0 0 13822008 13499667 43800363 43817275 5374963 5396772 58544156 64705677 13814676 14509252 44729480 50196425 X THE PURPOSE OF THE NRLCA SHALL BE TO IMPROVE METHODS USED BY RURAL MAIL CARRIERS, TO COOPERATE WITH THE U.S. POSTAL SERVICE AND THE PUBLIC FOR THE GOOD OF THE SERVICE, TO PROMOTE A FRATERNAL SPIRIT AMONG ITS MEMBERS, AND TO BENEFIT THEIR CONDITION OF LABOR. 1 0 INSURANCE PROGRAMS OFFERED BY THE NRLCA PROVIDED ITS 108,293 MEMBERS THE OPPORTUNITY TO PARTICIPATE IN ITS HEALTH, AUTO, HOMEOWNERS, AND OTHER TYPES OF INSURANCE PROGRAMS. THE 120TH NATIONAL CONVENTION OF NRLCA WAS HELD IN GRAND RAPIDS, MI AUGUST 15-21, 2023. HISTORICALLY, ATTENDEES GATHERED TO PLAN, DISCUSS, AND DISSEMINATE INFORMATION REGARDING THE ISSUES, CONCERNS, AND FUTURE GOALS OF THE POSTAL WORK FORCE. IN ADDITION, REPRESENTATIVES FROM EACH STATE TO PARTICIPATE IN THE ANNUAL ELECTION OF NRLCA'S OFFICERS AS PART OF THE ANNUAL CONVENTION. PUBLICATIONS: 10 ISSUES OF "THE NATIONAL RURAL LETTER CARRIER" ARE PUBLISHED AND DISSEMINATED TO THE 108,293 CURRENT MEMBERS OF THE ORGANIZATION ON A MONTHLY BASIS TO INFORM AND UPDATE MEMBERS ON POSTAL REGULATIONS, CONTRACT NEGOTIATIONS, AND OTHER MATTERS PERTAINING TO RLCA AND THE POSTAL SERVICE. NATIONAL STEWARD SYSTEM: REPRESENTATION PROVIDED FOR IN THE NATIONAL AGREEMENT IS ACCOMPLISHED THROUGH THE NATIONAL STEWARD SYSTEM. NRLCA REPRESENTATIVES/STEWARDS PROCESS GRIEVANCES AND APPEALS THROUGH THE GRIEVANCE-ARBITRATION PROCEDURE. 0 0 1 1 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 267 0 1 423 1 1 1 0 0 0 1 1 0 0 0 X 9 0 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X NATIONAL RURAL LETTER CARRIERS ASSOCIATION 7037978409 1630 DUKE STREET ALEXANDRIA VA 233143467 DON MASTON PRESIDENT 60.00 X X 194238 0 38615 PATRICK PITTS VICE PRESIDENT 60.00 X X 118014 0 22585 THOMAS TURNER SECRETARY-TREASURER 60.00 X X 177905 0 31494 BRIDGET BOSEAK DIRECTOR, LABOR RELATIONS 60.00 X X 177905 0 41065 SHIRLEY BAFFA DIRECTOR, STEWARD OPERATIONS 60.00 X X 195582 0 38447 CHESTER NICKY PHILLIPS EXECUTIVE COMMITTEE 60.00 X X 153233 0 30280 JEANETTE DWYER EXECUTIVE COMMITTEE 60.00 X X 160846 0 16389 JOHN ADAMS EXECUTIVE COMMITTEE 60.00 X X 164945 0 29739 KIRBY RICKETTS EXECUTIVE COMMITTEE 60.00 X X 97011 0 9050 RONNIE STUTTS PRESIDENT - TO 08/2023 60.00 X X 189940 0 36279 RICHARD MOZIER CONTROLLER - TO 12/2023 40.00 X 181209 0 20420 PAUL SWARTZ DIRECTOR, GOVT AFFAIRS 60.00 X 168295 0 19563 SHERWOOD ALLAN JONES LABOR RELATIONS ANALYST 40.00 X 135289 0 20631 LYNNE PALLER DIRECTOR, INSURANCE PROGRAMS 40.00 X 109967 0 0 JOHN EMBLETON LEGISLATIVE REPRESENTATIVE 60.00 X 104114 0 21981 SUSAN KNAPP FORMER OFFICER-DIRECTOR 60.00 X 163276 0 0 CLIFFORD DAILING FORMER OFFICER-DIRECTOR 60.00 X 222331 0 0 DENNIS CONLEY FORMER OFFICER-DIRECTOR 60.00 X 63485 0 0 2777585 0 376538 111 1 1 0 PEER GAN & GISLER LLP 1730 RHODE ISLAND AVE NW WASHINGTON DC 20036 LEGAL 970904 MILES TECHNOLOGIES 100 MOUNT HOLLY BYPASS LUMBERTON NJ 08048 IT 514439 ENCORE PRODUCTIONS 5100 N RIVER RD CHICAGO IL 60176 CONVENTION SERVICES 436623 ARANDELL CORPORATION PO BOX 405 MENOMONEE WI 53052 MAILING SERVICES 405000 AMWAY GRAND PLAZA 187 MONROE NW GRAND RAPIDS MI 49503 CONVENTION SERVICES 376916 16 MEMBERSHIP DUES 900099 43769858 43769858 PUBLICATIONS 513190 42483 19045 23438 CONVENTION 900099 24208 24208 INSURANCE ADMINISTRATIONS 900099 19528 9764 9764 43856077 1085160 1085160 4069299 4069299 3036252 3038324 -2072 -2072 -2072 FEDERAL PLAN REIMB. 900099 193927 193927 REIMB. FROM AUXILIARY 900099 10922 10922 MISCELLANEOUS 900099 734 734 205583 49214047 44028458 33202 5152387 2297202 22201422 4132584 1686400 989190 413398 34400 1588397 2184783 368645 1044413 4055635 565 494688 349220 REPAIRS & MAINTENANCE 718627 PROMOTIONAL ALLOWANCES 666838 SUBSCRIPTIONS 276066 MISCELLANEOUS 159997 154805 43817275 5855921 10057511 42056163 43229957 2515865 2711874 441211 554885 14003348 7329602 6278049 6673746 1396947 1477704 58544156 64705677 1586997 1450182 108443 76623 12119236 12982447 13814676 14509252 X 44729480 50196425 44729480 50196425 58544156 64705677 5396772 70173 0 X 0 1 X 1 0 NATIONAL RURAL LETTERS CARRIER'S ASSOCIATION NATIONAL RURAL LETTERS CARRIERS AS ALEXANDRIA VA 22314 900032751 1 0 0 3008889 3008889 4693603 2956765 1736838 4360465 3073890 1286575 1633896 1075835 558061 306495 223112 83383 6673746 DUE TO STATE CHAPTERS 3434782 ACCRUED POSTRETIREMENT BENEFITS 1633000 PAYABLE TO INSURANCE CARRIERS 429250 DEF. COMP LIABILITY 1477704 ACCRUED ANNUAL & SICK LEAVE 6007711 12982447 49284220 70173 70173 49214047 0 49214047 44015275 198000 198000 43817275 0 43817275 PART XII, LINE 2D - OTHER ADJUSTMENTS: POST-RETIREMENT BENEFIT CHANGES 198,000. X 0 0 X X 0 0 0 SHIRLEY BAFFA DIRECTOR, STEWARD OPERATIONS 177905 0 0 0 17677 0 13671 0 24776 0 234029 0 0 0 DON MASTON PRESIDENT 180483 0 0 0 13755 0 14180 0 24435 0 232853 0 0 0 RONNIE STUTTS PRESIDENT - TO 08/2023 171445 0 0 0 18495 0 0 0 36279 0 226219 0 0 0 CLIFFORD DAILING FORMER OFFICER-DIRECTOR 0 0 0 0 222331 0 0 0 0 0 222331 0 0 0 BRIDGET BOSEAK DIRECTOR, LABOR RELATIONS 177905 0 0 0 0 0 13938 0 27127 0 218970 0 0 0 THOMAS TURNER SECRETARY-TREASURER 177905 0 0 0 0 0 13338 0 18156 0 209399 0 0 0 RICHARD MOZIER CONTROLLER - TO 12/2023 180540 0 0 0 669 0 8516 0 11904 0 201629 0 0 0 JOHN ADAMS EXECUTIVE COMMITTEE 153233 0 0 0 11712 0 13385 0 16354 0 194684 0 0 0 PAUL SWARTZ DIRECTOR, GOVT AFFAIRS 153174 0 0 0 15121 0 7659 0 11904 0 187858 0 0 0 CHESTER NICKY PHILLIPS EXECUTIVE COMMITTEE 153233 0 0 0 0 0 13948 0 16332 0 183513 0 0 0 JEANETTE DWYER EXECUTIVE COMMITTEE 153233 0 0 0 7613 0 0 0 16389 0 177235 0 0 0 SUSAN KNAPP FORMER OFFICER-DIRECTOR 0 0 0 0 163276 0 0 0 0 0 163276 0 0 0 SHERWOOD ALLAN JONES LABOR RELATIONS ANALYST 123512 0 0 0 11777 0 13796 0 6835 0 155920 0 0 0 DENNIS CONLEY FORMER OFFICER-DIRECTOR 0 0 0 0 63485 0 0 0 0 0 63485 0 0 0 PART I, LINE 1A PER THE CONSTITUTION OF THE NATIONAL RURAL LETTER CARRIERS' ASSOCIATION, RESIDENT OFFICERS SHALL BE FURNISHED LIVING QUARTERS IN THE WASHINGTON D.C. AREA. HOUSING EXPENSES PAID ON BEHALF OF THE NATIONAL OFFICERS FOR, THE CONVENIENCE OF NRLCA WERE: RONNIE STUTTS: $29,547 DON MASTON: $8,933 THOMAS TURNER: $10,903 BRIDGET BOSEAK: $19,868 SHIRLEY BAFFA: $17,525 PATRICK PITTS: $1,206 NO PORTION OF THE HOUSING BENEFIT WAS REPORTED AS TAXABLE COMPENSATION TO ANY OF THE LISTED PERSONS. PART I, LINE 1B NRLCA DOES NOT HAVE A FORMAL WRITTEN POLICY REGARDING OFFICER HOUSING PAYMENTS. OFFICERS DO NOT RECEIVE FIXED HOUSING ALLOWANCES; RATHER, HOUSING EXPENDITURES ARE PAID DIRECTLY BY THE ASSOCIATION ON BEHALF OF THE OFFICER ON AN AS-NEEDED BASIS. FORM 990, PART III, LINE 2 NATIONAL STEWARD SYSTEM: REPRESENTATION PROVIDED FOR IN THE NATIONAL AGREEMENT IS ACCOMPLISHED THROUGH THE NATIONAL STEWARD SYSTEM. NRLCA REPRESENTATIVES/STEWARDS PROCESS GRIEVANCES AND APPEALS THROUGH THE GRIEVANCE-ARBITRATION PROCEDURE. FORM 990, PART VI, SECTION A, LINE 6 NRLCA HAS FIVE CLASSES OF MEMBERS: (1) BARGAINING UNIT MEMBERS; (2) RETIRED MEMBERS; (3) ASSOCIATE MEMBERS; (4) RETIRED ASSOCIATE MEMBERS; AND (5) HONORARY MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBERSHIP CLASSIFICATION OF NRLCA HAS THE FOLLOWING VOTING RIGHTS, AS DEFINED BY ITS CONSTITUTION: A.) BARGAINING UNIT MEMBERS - MEMBERS IN GOOD STANDING ARE ENTITLED TO ALL VOTING RIGHTS AND TO HOLD BOTH ELECTIVE AND APPOINTIVE OFFICE AT ALL LEVELS OF THE ASSOCIATION. B.) RETIRED MEMBERS - MEMBERS IN GOOD STANDING ARE ENTITLED TO ALL VOTING RIGHTS WITH THE EXCEPTION OF RATIFICATION OF NATIONAL AGREEMENTS. RETIRED MEMBERS MAY NOT BE ELECTED TO NATIONAL OFFICE. C.) ASSOCIATE MEMBERS - MEMBERS SHALL NOT BE ENTITLED TO VOTE OR HOLD ELECTIVE OR APPOINTIVE OFFICE. D.) RETIRED ASSOCIATE MEMBERS - MEMBERS SHALL NOT BE ENTITLED TO VOTE OR HOLD ELECTIVE OR APPOINTIVE OFFICE. E.) HONORARY MEMBERS - MEMBERS SHALL NOT BE ENTITLED TO VOTE OR HOLD ELECTIVE OR APPOINTIVE OFFICE. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO THE APPROVAL OF THE MEMBERS. AMENDMENTS TO THE NRLCA CONSTITUTION ARE ALSO APPROVED BY THE MEMBERSHIP AT THE ANNUAL NATIONAL CONVENTION. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED INTERNALLY BY THE NRLCA CONTROLLER, WHO IS A CERTIFIED PUBLIC ACCOUNTANT, USING THE AUDITED TRIAL BALANCE. ONCE THE INITIAL DRAFT IS COMPLETED, IT IS REVIEWED BY THE SECRETARY-TREASURER, AUDITORS, AND THE OTHER NATIONAL OFFICERS. ONCE APPROVED, THE ANNUAL 990, APPLICABLE SCHEDULES, AND ANY OTHER RELATED TAX RETURNS ARE FILED TIMELY. FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER IS REQUIRED TO COMPLETE AN ANNUAL QUESTIONNAIRE DISCLOSING ANY DIRECT OR INDIRECT POTENTIAL CONFLICTS OF INTEREST. THE SECRETARY-TREASURER REVIEWS THESE QUESTIONNAIRES, RAISING ANY ISSUES OR CONCERNS WITH THE OTHER NATIONAL OFFICERS. THIS QUESTIONNAIRE IS REVIEWED AS PART OF THE ANNUAL AUDIT PROCESS. FORM 990, PART VI, SECTION B, LINE 15 THE FINANCE COMMITTEE SUBMITS RECOMMENDATIONS FOR OFFICERS' SALARIES, BENEFITS, AND EXPENSES. THESE RECOMMENDATIONS CONSIDER A NUMBER OF FACTORS, INCLUDING THE FOUR USPS CRAFTS. THE RECOMMENDATIONS OF THE FINANCE COMMITTEE ARE PRESENTED FOR A VOTE BY THE MEMBERSHIP AS PART OF THE ANNUAL APPROVAL OF THE CONSTITUTION OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE CONSTITUTION IS MADE AVAILABLE TO EACH MEMBER ANNUALLY. THEY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE CONFLICT OF INTEREST POLICY AND THE AUDITED FINANCIAL STATEMENTS ARE ALSO MADE AVAILABLE UPON REQUEST. 1630 DUKE STREET LLC 1630 DUKE STREET ALEXANDRIA VA 22314 TITLE HOLDER OF NRLCA'S HEADQUARTERS BUILDING VA 2755208 NRLCA 4863 OLD DOMINION DRIVE LLC 1630 DUKE STREET ALEXANDRIA VA 22314 TITLE HOLDER OF NRLCA'S OFFICER'S HOUSE VA 0 NRLCA 6704 ORDSALL STREET LLC 1630 DUKE STREET ALEXANDRIA VA 22314 TITLE HOLDER OF NRLCA'S OFFICER'S HOUSE VA 82194 NRLCA 6691 ORDSALL STREET LLC 1630 DUKE STREET ALEXANDRIA VA 22314 TITLE HOLDER OF NRLCA'S OFFICER'S HOUSE VA 73292 NRLCA 3557 DREWS COURT LLC 1630 DUKE STREET ALEXANDRIA VA 22314 TITLE HOLDER OF NRLCA'S OFFICER'S HOUSE VA 394530 NRLCA 6512 GRETNA GREEN WAY LLC 1631 DUKE STREET ALEXANDRIA VA 22314 TITLE HOLDER OF NRLCA'S OFFICER'S HOUSE VA 856983 NRLCA 3455 SUN UP WAY LLC 1630 DUKE STREET ALEXANDRIA VA 22314 TITLE HOLDER OF NRLCA'S OFFICER'S HOUSE VA 583521 NRLCA 918 HARRISON CIRCLE LLC 1630 DUKE STREET ALEXANDRIA VA 22314 TITLE HOLDER OF NRLCA'S OFFICER'S HOUSE VA 0 NRLCA NATIONAL RURAL LETTER CARRIERS' ASSN PAC 1630 DUKE ST ALEXANDRIA VA 22314 900032751 LOBBYING & POLITICAL VA 527 NRLCA 1 NRLCA VEBA TRUST 1630 DUKE ST ALEXANDRIA VA 22314 465090278 HEALTH PLAN VA 501(C)(9) NRLCA 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0