NATIONAL ASSOCIATION OF LETTER CARRIERS: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL ASSOCIATION OF LETTER CARRIERS (EIN 53-0114650)
- Tax period
- 2016-04-01 to 2017-03-31
- Filed
- 2018-02-14
- IRS object ID
- 201840459349300544
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-14T10:29:23-06:00 | ReturnTs |
| Tax Period End | 2017-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWNPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 EAST WEST HWY 900 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208143423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530114650 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL ASSOCIATION OF LETTER CARRIERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % NICOLE RHINE | InCareOfNm |
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 2023934695 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INDIANA AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200012144 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICOLE RHINE | PersonNm |
| Person Title | SECRETARY-TREASURER | PersonTitleTxt |
| Phone | 2023934695 | PhoneNum |
| Signature | 2018-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD L RUVELSON | PreparerPersonNm |
| PTIN | P00234075 | PTIN |
| Phone | 3012726000 | PhoneNum |
| Preparation | 2018-02-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.195.210.98 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 22006220180455000017 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-02-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D50D123A00B9006FE93E1B953A57FBAB506B14D4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EFE937D907E9188D51497D9C700ABA7D032A681F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | FREDRIC ROLANDO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INDIANA AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,781,159,060 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | www.nalc.org | WebsiteAddressTxt |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Formation | 1889 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | THE NATIONAL ASSOCIATION OF LETTER CARRIERS OF THE UNITED STATES OF AMERICA IS A LABOR ORGANIZATION FOR CITY LETTER CARRIERS WHO ARE EMPLOYED BY THE U.S. POSTAL SERVICE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 528 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $585,942 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $373,327 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,300 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,238 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,470,461,648 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,586,457,260 | CYProgramServiceRevenueAmt |
| PY Investment Income | $15,144,437 | PYInvestmentIncomeAmt |
| CY Investment Income | $17,890,331 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,299,560 | PYOtherRevenueAmt |
| CY Other Revenue | $1,419,227 | CYOtherRevenueAmt |
| PY Total Revenue | $1,487,911,945 | PYTotalRevenueAmt |
| CY Total Revenue | $1,605,770,056 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $221,050 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $189,007 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $1,316,628,559 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $1,413,453,807 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $64,380,924 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $58,196,871 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $63,471,937 | PYOtherExpensesAmt |
| CY Other Expenses | $71,551,199 | CYOtherExpensesAmt |
| PY Total Expenses | $1,444,702,470 | PYTotalExpensesAmt |
| CY Total Expenses | $1,543,390,884 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $43,209,475 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $62,379,172 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $953,655,291 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,041,552,288 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $411,125,517 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $458,579,623 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $542,529,774 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $582,972,665 | NetAssetsOrFundBalancesEOYAmt |
| Mission | FOUNDED IN 1889, THE NATIONAL ASSOCIATION OF LETTER CARRIERS OF THE UNITED STATES OF AMERICA IS A LABOR ORGANIZATION FOR CITY LETTER CARRIERS WHO ARE EMPLOYED BY THE UNITED STATES POSTAL SERVICE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | SERVED MORE THAN 294,000 ACTIVE AND RETIRED LETTER CARRIERS AND OTHER EMPLOYEES OF THE U.S. POSTAL SERVICE IN 1,990 BRANCHES THROUGHOUT THE UNITED STATES, DISTRICT OF COLUMBIA, PUERTO RICO, THE VIRGIN ISLANDS AND GUAM; FRATERNALLY UNITED ALL MEMBERS FOR THEIR MUTUAL BENEFIT, TO OBTAIN AND SECURE THEIR RIGHTS AND BENEFITS, AND TO PROMOTE THE WELFARE OF EVERY MEMBER. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPONSORSHIP OF A FEDERAL EMPLOYEE HEALTH BENEFIT PLAN AS AN EMPLOYEE ORGANIZATION PLAN UNDER THE FEHBP COVERING POSTAL AND OTHER FEDERAL EMPLOYEES AND ANNUITANTS AND THEIR FAMILIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (true) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (true) | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 64372 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 528 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICOLE RHINE | PersonNm |
| Phone | 2023934695 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INDIANA AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (73 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| FREDRIC V ROLANDO | ||||||||
| PRESIDENT | 40.0 | 0.0 | Yes (X) | Yes (X) | $218,635 | $0 | $63,861 | |
| TIMOTHY C O'MALLEY | ||||||||
| EXEC. VICE-PRESIDENT (FORMER) | 40.0 | 0.0 | Yes (X) | Yes (X) | $134,442 | $0 | $76,749 | |
| BRIAN RENFROE | ||||||||
| EXECUTIVE VICE-PRESIDENT | 40.0 | 0.0 | Yes (X) | Yes (X) | $174,082 | $0 | $29,127 | |
| LEW DRASS | ||||||||
| VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | Yes (X) | $177,841 | $0 | $69,751 | |
| NICOLE RHINE | ||||||||
| SECRETARY-TREASURER | 40.0 | 0.0 | Yes (X) | Yes (X) | $177,186 | $0 | $58,165 | |
| JUDY WILLOUGHBY | ||||||||
| ASST SECRETARY-TREASURER | 40.0 | 0.0 | Yes (X) | Yes (X) | $179,894 | $0 | $118,603 | |
| BRIAN HELLMAN | ||||||||
| DIRECTOR, HEALTH BENEFIT PLAN | 40.0 | 0.0 | Yes (X) | Yes (X) | $185,706 | $0 | $142,453 | |
| MANUAL L PERALTRA JR | ||||||||
| DIRECTOR. SAFETY & HEALTH | 40.0 | 0.0 | Yes (X) | Yes (X) | $174,264 | $0 | $171,312 | |
| RON WATSON | ||||||||
| DIRECTOR, RETIRED MEMBERS | 40.0 | 0.0 | Yes (X) | Yes (X) | $178,158 | $0 | $40,128 | |
| MYRA WARREN | ||||||||
| DIRECTOR, LIFE INSURANCE | 0.0 | 40.0 | Yes (X) | Yes (X) | $0 | $183,516 | $113,968 | |
| CHRISTOPHER JACKSON | ||||||||
| DIRECTOR, CITY DELIVERY | 40.0 | 0.0 | Yes (X) | Yes (X) | $124,325 | $0 | $63,592 | |
| LAWRENCE D BROWN JR | ||||||||
| CHAIRMAN, NATIONAL TRUSTEE | 40.0 | 0.0 | Yes (X) | Yes (X) | $37,134 | $0 | $9,482 | |
| MIKE GILL | ||||||||
| NATIONAL TRUSTEE | 40.0 | 0.0 | Yes (X) | Yes (X) | $34,329 | $0 | $43,970 | |
| RANDALL L KELLER | ||||||||
| NATIONAL TRUSTEE | 40.0 | 0.0 | Yes (X) | Yes (X) | $40,869 | $0 | $8,911 | |
| KATHY BALDWIN | ||||||||
| NATL BUSINESS AGENT REGION 10 | 40.0 | 0.0 | Yes (X) | Yes (X) | $122,918 | $0 | $63,601 | |
| MIKE BIRKETT | ||||||||
| NATL BUSINESS AGENT REGION 5 | 40.0 | 0.0 | Yes (X) | Yes (X) | $125,729 | $0 | $84,072 | |
| ROGER BLEDSOE | ||||||||
| NATL BUSINESS AGENT REGION 4 | 40.0 | 0.0 | Yes (X) | Yes (X) | $126,218 | $0 | $50,981 | |
| PATRICK CARROLL | ||||||||
| NATL BUSINESS AGENT REGION 6 | 40.0 | 0.0 | Yes (X) | Yes (X) | $127,541 | $0 | $32,955 | |
| MICHAEL CAREF | ||||||||
| NATL BUSINESS AGENT REGION 3 | 40.0 | 0.0 | Yes (X) | Yes (X) | $127,263 | $0 | $36,727 | |
| JOHN CASCIANO | ||||||||
| NATL BUSINESS AGENT REGION 14 | 40.0 | 0.0 | Yes (X) | Yes (X) | $129,181 | $0 | $34,048 | |
| LAWRENCE CIRELLI | ||||||||
| NATL BUSINESS AGENT REGION 15 | 40.0 | 0.0 | Yes (X) | Yes (X) | $122,618 | $0 | $87,140 | |
| TIMOTHY DOWDY | ||||||||
| NATL BUS AGENT REG. 13(FORMER) | 40.0 | 0.0 | Yes (X) | Yes (X) | $129,549 | $0 | $59,039 | |
| KENNETH GIBBS | ||||||||
| NATL BUSINESS AGENT REGION 9 | 40.0 | 0.0 | Yes (X) | Yes (X) | $127,920 | $0 | $56,297 | |
| WILLIAM LUCINI | ||||||||
| NATL BUS AGENT REG. 12(FORMER) | 40.0 | 0.0 | Yes (X) | Yes (X) | $130,568 | $0 | $43,506 | |
| PETER MOSS | ||||||||
| NATL BUSINESS AGENT REGION 8 | 40.0 | 0.0 | Yes (X) | Yes (X) | $128,251 | $0 | $60,632 | |
| DAVID NAPADANO | ||||||||
| NATL BUSINESS AGENT REGION 12 | 40.0 | 0.0 | Yes (X) | Yes (X) | $93,912 | $0 | $44,203 | |
| VADA PRESTON | ||||||||
| NATL BUSINESS AGENT REGION 13 | 40.0 | 0.0 | Yes (X) | Yes (X) | $91,978 | $0 | $54,785 | |
| PAUL PRICE | ||||||||
| NATL BUSINESS AGENT REGION 2 | 40.0 | 0.0 | Yes (X) | Yes (X) | $122,251 | $0 | $82,680 | |
| DANIEL TOTH | ||||||||
| NATL BUSINESS AGENT REGION 11 | 40.0 | 0.0 | Yes (X) | Yes (X) | $127,330 | $0 | $48,155 | |
| CHRIS WITTENBURG | ||||||||
| NATL BUSINESS AGENT REGION 7 | 40.0 | 0.0 | Yes (X) | Yes (X) | $128,274 | $0 | $52,136 | |
| BRYANT ALMARIO | ||||||||
| NATL BUSINESS AGENT REGION 1 | 40.0 | 0.0 | Yes (X) | Yes (X) | $92,710 | $0 | $48,324 | |
| RONALD ADAMS | ||||||||
| REGIONAL ADMIN. ASSIST. | 40.0 | 0.0 | Yes (X) | $94,932 | $0 | $42,236 | ||
| JAVIER BERNAL | ||||||||
| REGIONAL ADMIN. ASSIST. | 40.0 | 0.0 | Yes (X) | $90,456 | $0 | $44,752 | ||
| SHAWN BOYD | ||||||||
| REGIONAL ADMIN. ASSIST. | 40.0 | 0.0 | Yes (X) | $93,003 | $0 | $32,629 | ||
| CALVIN BROOKINS | ||||||||
| REGIONAL ADMIN. ASSIST. | 40.0 | 0.0 | Yes (X) | $90,544 | $0 | $47,266 | ||
| MARK CAMILLI | ||||||||
| REGIONAL ADMIN. ASSIST. | 40.0 | 0.0 | Yes (X) | $96,734 | $0 | $22,451 | ||
| CHARLES CLARK | ||||||||
| REGIONAL ADMIN. ASSIST. | 40.0 | 0.0 | Yes (X) | $92,546 | $0 | $51,147 | ||
| JOHN COLLINS | ||||||||
| REGIONAL ADMIN. ASSIST. | 40.0 | 0.0 | Yes (X) | $95,868 | $0 | $26,846 | ||
| RICHARD DICECCA | ||||||||
| REGIONAL ADMIN. ASSIST. | 40.0 | 0.0 | Yes (X) | $90,888 | $0 | $65,535 | ||
| BRUCE DIDRIKSEN | ||||||||
| REGIONAL ADMIN. ASSIST. | 40.0 | 0.0 | Yes (X) | $95,755 | $0 | $37,000 | ||
| DEBRA DIXON | ||||||||
| REGIONAL ADMIN. ASSIST. | 40.0 | 0.0 | Yes (X) | $93,772 | $0 | $37,723 | ||
| TROY FREDENBURG | ||||||||
| REGIONAL ADMIN. ASSIST. | 40.0 | 0.0 | Yes (X) | $96,791 | $0 | $31,861 | ||
| JEFFREY FULTZ | ||||||||
| REGIONAL ADMIN. ASSIST. | 40.0 | 0.0 | Yes (X) | $95,718 | $0 | $34,752 | ||
| ORLANDO GONZALEZ | ||||||||
| REGIONAL ADMIN. ASSIST. | 40.0 | 0.0 | Yes (X) | $93,075 | $0 | $38,616 | ||
| JAMES HENRY | ||||||||
| REGIONAL ADMIN. ASSIST. | 40.0 | 0.0 | Yes (X) | $91,912 | $0 | $64,169 | ||
| JERRY HUTSON | ||||||||
| REGIONAL ADMIN. ASSIST. | 40.0 | 0.0 | Yes (X) | $90,262 | $0 | $38,949 | ||
| WILLIAM JACKSON | ||||||||
| REGIONAL ADMIN. ASSIST. | 40.0 | 0.0 | Yes (X) | $92,925 | $0 | $35,413 | ||
| COBY JONES | ||||||||
| REGIONAL ADMIN. ASSIST. | 40.0 | 0.0 | Yes (X) | $92,160 | $0 | $52,494 | ||
| JASON KARNOPP | ||||||||
| REGIONAL ADMIN. ASSIST. | 40.0 | 0.0 | Yes (X) | $87,589 | $0 | $38,521 | ||
| STEVE LASSAN | ||||||||
| REGIONAL ADMIN. ASSIST. | 40.0 | 0.0 | Yes (X) | $93,087 | $0 | $52,359 | ||
| ANITA LEWALLEN | ||||||||
| REGIONAL ADMIN. ASSIST. | 40.0 | 0.0 | Yes (X) | $95,908 | $0 | $32,002 | ||
| DONALD LYERLY | ||||||||
| REGIONAL ADMIN. ASSIST. | 40.0 | 0.0 | Yes (X) | $33,807 | $0 | $7,878 | ||
| THOMAS MATTHEWS | ||||||||
| REGIONAL ADMIN. ASSIST. | 40.0 | 0.0 | Yes (X) | $90,606 | $0 | $52,878 | ||
| HUGH MCELROY | ||||||||
| REGIONAL ADMIN. ASSIST. | 40.0 | 0.0 | Yes (X) | $96,799 | $0 | $28,537 | ||
| KENNETH MILLER | ||||||||
| REG ADMIN. ASSIST. (FORMER) | 40.0 | 0.0 | Yes (X) | $12,632 | $0 | $0 | ||
| DAVID MUDD | ||||||||
| REGIONAL ADMIN. ASSIST. | 40.0 | 0.0 | Yes (X) | $96,734 | $0 | $18,787 | ||
| LYNNE PENDLETON | ||||||||
| REGIONAL ADMIN. ASSIST. | 40.0 | 0.0 | Yes (X) | $94,875 | $0 | $37,384 | ||
| ALLAN RIOS | ||||||||
| REGIONAL ADMIN. ASSIST. | 40.0 | 0.0 | Yes (X) | $90,050 | $0 | $31,480 | ||
| JOHN ROBLES | ||||||||
| REGIONAL ADMIN. ASSIST. | 40.0 | 0.0 | Yes (X) | $72,569 | $0 | $17,025 | ||
| CHARLES SEXTON | ||||||||
| REGIONAL ADMIN. ASSIST. | 40.0 | 0.0 | Yes (X) | $93,286 | $0 | $36,624 | ||
| AJ SICIUNAS | ||||||||
| REGIONAL ADMIN. ASSIST. | 40.0 | 0.0 | Yes (X) | $92,412 | $0 | $56,100 | ||
| J MARK SIMS | ||||||||
| REGIONAL ADMIN. ASSIST. | 40.0 | 0.0 | Yes (X) | $96,235 | $0 | $39,752 | ||
| STEPHANIE STEWART | ||||||||
| REGIONAL ADMIN. ASSIST. | 40.0 | 0.0 | Yes (X) | $94,169 | $0 | $24,135 | ||
| BRIAN THOMPSON | ||||||||
| REGIONAL ADMIN. ASSIST. | 40.0 | 0.0 | Yes (X) | $69,445 | $0 | $21,622 | ||
| GERALD UGONE | ||||||||
| REGIONAL ADMIN. ASSIST. | 40.0 | 0.0 | Yes (X) | $93,585 | $0 | $41,710 | ||
| NICHOLAS VAFIADES | ||||||||
| REGIONAL ADMIN. ASSIST. | 40.0 | 0.0 | Yes (X) | $89,015 | $0 | $36,397 | ||
| DANIEL VERSLUIS | ||||||||
| REG ADMIN. ASSIST. (FORMER) | 40.0 | 0.0 | Yes (X) | $50,374 | $0 | $21,905 | ||
| MONICA WALKER | ||||||||
| REGIONAL ADMIN. ASSIST. | 40.0 | 0.0 | Yes (X) | $91,711 | $0 | $40,800 | ||
| JAMES W SAUBER | ||||||||
| EXECUTIVE ASSIST. TO PRESIDENT | 40.0 | 0.0 | $171,205 | $0 | $138,111 | Yes (X) | ||
| MICHAEL HICOK | ||||||||
| CHIEF ENGINEER | 40.0 | 0.0 | $142,506 | $0 | $101,455 | Yes (X) | ||
| WILLIAM JENKINS | ||||||||
| ASSISTANT ENGINEER | 40.0 | 0.0 | $128,086 | $0 | $63,853 | Yes (X) | ||
| KOREN KELLER-BLALOCK | ||||||||
| LEGISLATIVE DIRECTOR | 40.0 | 0.0 | $119,595 | $0 | $24,979 | Yes (X) | ||
| NEIL BOWLING | ||||||||
| DIRECTOR OF INFO TECHNOLOGY | 40.0 | 0.0 | $114,011 | $0 | $71,535 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $7,788,708 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $183,516 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,689,021 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 35 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MULTIPLAN | |||||
| PO BOX 29380 | NEW YORK | NY | 10087 | NETWORK ADMIN FEES | $23,581,435 |
| CIGNA HEALTHCARE | |||||
| 10490 LITTLE PATUXENT PKWY STE 400 | COLUMBIA | MD | 21044 | NETWORK ADMIN FEES | $20,315,380 |
| PEAKE-DELANCY PRINTING LLC | |||||
| 2500 SCHUSTER DRIVE | CHEVERLY | MD | 20781 | PRINTING SERVICES | $3,469,605 |
| UNITED BEHAVIORAL HEALTH | |||||
| 425 Market St 18th Fl | SAN FRANCISCO | CA | 94105 | NETWORK ADMIN FEES | $2,549,836 |
| COHEN WEISS SIMON | |||||
| 330 WEST 42ND STREET | NEW YORK | NY | 10036 | LEGAL FEES | $1,218,634 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 24 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,238 | AllOtherContributionsAmt |
| Total Contributions | $3,238 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CONTINGENCY RESERVE | 525100 | $1,542,599,795 | $1,542,599,795 | |
| MEMBERSHIP DUES AND ASSESSMENTS | 900004 | $43,419,026 | $42,836,674 | $582,352 |
| LOGO ITEMS (NET SALES) | 900099 | $236,093 | $236,093 | |
| PREMIUMS | 525100 | $202,346 | $202,346 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,586,457,260 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,805,533 | TotalRevenueColumnAmt |
| Exclusion | $16,805,533 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $684,861 | TotalRevenueColumnAmt |
| Exclusion | $684,861 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $176,274,427 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $175,169,751 | SecuritiesAmt |
| Other | $19,878 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,104,676 | SecuritiesAmt |
| Other | -$19,878 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,084,798 | TotalRevenueColumnAmt |
| Exclusion | $1,084,798 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $196,213 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $199,375 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,162 | TotalRevenueColumnAmt |
| Exclusion | -$3,162 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MISCELLANEOUS | 900099 | $733,938 | $733,938 | |
| ADVERTISING | 541800 | $3,590 | $3,590 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $737,528 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,605,770,056 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,585,874,908 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $585,942 | UnrelatedBusinessRevenueAmt |
| Exclusion | $19,305,968 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,770 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,237 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,413,453,807 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,625,307 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,975,270 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,968,996 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,009,710 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,617,588 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,599,881 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $823,180 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,300 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $620,141 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,061,468 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,338 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,149,432 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,462,033 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,828,938 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,201,273 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,727,236 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,793,274 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,069,705 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $592,989 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| HBP PROGRAM COSTS | $34,404,461 |
| PPACA FEES | $591,261 |
| TRAINING | $179,520 |
| TAXES - OTHER | $105,097 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,575 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,543,390,884 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,020 | BOYAmt |
| EOY | $1,250 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,192,614 | BOYAmt |
| EOY | $222,201,691 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,062,660 | BOYAmt |
| EOY | $85,028,708 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $629,467 | BOYAmt |
| EOY | $618,826 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $416,171 | BOYAmt |
| EOY | $448,550 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,475,611 | BOYAmt |
| EOY | $2,776,046 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $13,871,212 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,834,278 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,115,773 | BOYAmt |
| EOY | $4,036,934 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $540,862,045 | BOYAmt |
| EOY | $573,147,689 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,707,296 | BOYAmt |
| EOY | $4,707,948 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,188,634 | BOYAmt |
| EOY | $148,584,646 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $953,655,291 | BOYAmt |
| EOY | $1,041,552,288 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,878,799 | BOYAmt |
| EOY | $7,621,612 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,255,898 | BOYAmt |
| EOY | $959,472 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400,990,820 | BOYAmt |
| EOY | $449,998,539 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $411,125,517 | BOYAmt |
| EOY | $458,579,623 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $542,347,643 | BOYAmt |
| EOY | $582,780,767 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,131 | BOYAmt |
| EOY | $91,898 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
| EOY | $100,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $542,529,774 | BOYAmt |
| EOY | $582,972,665 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $953,655,291 | BOYAmt |
| EOY | $1,041,552,288 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $62,379,172 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,727,661 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$28,663,942 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form1120 POL Filed | false | Form1120POLFiledInd |
Section527 Political Org Section527PoliticalOrgGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LETTER CARRIER | BusinessNameLine1Txt |
| Business Name Line2 | POLITICAL FUND | BusinessNameLine2Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INDIANA AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521269023 | EIN |
| Contributions Rcvd Dlvr | $2,948,955 | ContributionsRcvdDlvrAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Substantially All Dues Nonded | Yes (true) | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | false | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | false | AgreeCarryoverPriorYearInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1 - ORGANIZATION'S POLITICAL CAMPAIGN ACTIVITIES: | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT EXPENDED FOR POLITICAL CAMPAIGN ACTIVITIES BY THE ORGANIZATION REPRESENTS THOSE COSTS ASSOCIATED WITH COMMUNICATION TO MEMBERS. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,509,074 | OtherCostOrOtherBasisAmt |
| Depreciation | $779,167 | DepreciationAmt |
| Book Value | $729,907 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,865,744 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,417,539 | DepreciationAmt |
| Book Value | $1,448,205 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $7,496,394 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,637,572 | DepreciationAmt |
| Book Value | $1,858,822 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,036,934 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| PREMIUMS DUE & ACCRUED | $134,107,656 |
| INTERCOMPANY RECEIVABLE | $9,935,741 |
| ACCRUED INTEREST & DIVIDENDS | $3,161,068 |
| DUE FROM RELATED ENTITIES | $1,334,393 |
| DEPOSITS | $45,788 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $148,584,646 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| BENEFITS INCURRED BUT UNPAID | $173,443,507 |
| POSTRETIREMENT BENEFITS | $122,606,837 |
| OPM SPECIAL RESERVE | $148,159,821 |
| DUE TO BRANCHES & STATES | $4,044,204 |
| UNREALIZED LOSS ON SECURITIES | $914,098 |
| ACA FEES PAYABLE | $509,140 |
| DEFERRED RENT LIABILITY | $320,932 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $449,998,539 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,612,795,970 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,727,661 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $2,009,242 | OtherRevenueAmt |
| Revenue Not Reported | $8,736,903 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,604,059,067 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,710,989 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,710,989 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,605,770,056 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,544,091,410 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,414,677 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,414,677 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,541,676,733 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,714,151 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,714,151 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,543,390,884 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2 - FIN 48 FOOTNOTE: | Accounting principles generally accepted in the United States of America require management to evaluate income tax positions taken and accrue an income tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management has evaluated the income tax positions taken and concluded that as of March 31, 2017 there are no uncertain positions taken or expected to be taken that would require accrual of a liability in the consolidated financial statements. NALC is subject to routine audits by taxing jurisdictions; however, there are currently no audits in progress for any tax periods. |
| PART XI, LINE 2D - REVENUES INCLUDED ON FINANCIALS, NOT ON FORM 990: | $2,009,242 REVENUES - RELATED ORGANIZATION |
| PART XI, LINE 4B - REVENUES INCLUDED ON FORM 990, NOT ON FINANCIALS: | $ 1,714,151 REVENUES ELIMINATED FOR FINANCIALS $ (3,162) NET CAFETERIA OPERATIONS REFLECTED IN COGS ----------- $ 1,710,989 =========== |
| PART XII, LINE 2D - EXPENSES INCLUDED ON FINANCIALS, NOT ON FORM 990: | $ 2,411,515 EXPENSES - RELATED ORGANIZATION $ 3,162 NET CAFETERIA OPERATIONS MOVED TO COGS ------------ $ 2,414,677 |
| PART XII, LINE 4B - EXPENSES INCLUDED ON FORM 990, NOT ON FINANCIALS: | $ 1,714,151 EXPENSES ELIMINATED FOR FINANCIALS |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ECONOMIC POLICY INSTITUTE | ||||||||
| 1333 H STREET NW | SUITE 300 EAST TOWER | WASHINGTON | DC | 20005 | 521368964 | 501(C)(3) | $40,000 | GENERAL SUPPORT |
| WORKERS INDEPENDENT NEWS | ||||||||
| 520 UNIVERSITY AVE | STE 320 | MADISON | WI | 53703 | 342032314 | $10,000 | GENERAL SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| JOHN T DONELON SCHOLARSHIPS | 4 | $4,000 |
| WILLIAM C DOHERTY SCHOLARSHIPS | 20 | $80,000 |
| Letter Carrier Heroes of the Year | 8 | $5,000 |
| LETTER CARRIER ASSISTANCE PAYMENTS | 2 | $19,237 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 - MONITOR GRANT USE: | FormAndLineReferenceDesc |
| Explanation | FOR THE WILLIAM C DOHERTY AND JOHN T DONELON SCHOLARSHIPS, THE AWARD WINNERS MUST FORWARD A TRANSCRIPT OF THEIR GRADES TO THE NALC SCHOLARSHIP COMMITTEE AT THE END OF EACH SCHOOL YEAR. ADDITIONALLY, ANY CHANGE OF SCHOOLS OR COURSE OF STUDY MUST BE DONE ONLY WITH THE PERMISSION OF THE NALC SCHOLARSHIP COMMITTEE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (31 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FREDRIC V ROLANDO | |||||||||||||
| PRESIDENT | $198,224 | $0 | $20,411 | $61,311 | $0 | $2,550 | $0 | $282,496 | $0 | $0 | $0 | ||
| TIMOTHY C O'MALLEY | |||||||||||||
| EXEC. VICE-PRESIDENT (FORMER) | $112,647 | $0 | $21,795 | $76,749 | $0 | $0 | $0 | $211,191 | $0 | $0 | $0 | ||
| BRIAN RENFROE | |||||||||||||
| EXECUTIVE VICE-PRESIDENT | $159,753 | $0 | $14,329 | $19,174 | $0 | $9,953 | $0 | $203,209 | $0 | $0 | $0 | ||
| LEW DRASS | |||||||||||||
| VICE PRESIDENT | $163,901 | $0 | $13,940 | $69,751 | $0 | $0 | $0 | $247,592 | $0 | $0 | $0 | ||
| NICOLE RHINE | |||||||||||||
| SECRETARY-TREASURER | $161,419 | $0 | $15,767 | $50,262 | $0 | $7,903 | $0 | $235,351 | $0 | $0 | $0 | ||
| JUDY WILLOUGHBY | |||||||||||||
| ASST SECRETARY-TREASURER | $163,901 | $0 | $15,993 | $118,603 | $0 | $0 | $0 | $298,497 | $0 | $0 | $0 | ||
| BRIAN HELLMAN | |||||||||||||
| DIRECTOR, HEALTH BENEFIT PLAN | $161,133 | $0 | $24,573 | $142,453 | $0 | $0 | $0 | $328,159 | $0 | $0 | $0 | ||
| MANUAL L PERALTRA JR | |||||||||||||
| DIRECTOR. SAFETY & HEALTH | $157,923 | $0 | $16,341 | $152,396 | $0 | $18,916 | $0 | $345,576 | $0 | $0 | $0 | ||
| RON WATSON | |||||||||||||
| DIRECTOR, RETIRED MEMBERS | $163,157 | $0 | $15,001 | $40,128 | $0 | $0 | $0 | $218,286 | $0 | $0 | $0 | ||
| MYRA WARREN | |||||||||||||
| DIRECTOR, LIFE INSURANCE | $0 | $163,270 | $0 | $112,401 | $0 | $1,567 | $0 | $297,484 | $0 | $0 | $20,246 | ||
| CHRISTOPHER JACKSON | |||||||||||||
| DIRECTOR, CITY DELIVERY | $114,543 | $0 | $9,782 | $55,190 | $0 | $8,402 | $0 | $187,917 | $0 | $0 | $0 | ||
| KATHY BALDWIN | |||||||||||||
| NATL BUSINESS AGENT REGION 10 | $112,473 | $0 | $10,445 | $61,601 | $0 | $2,000 | $0 | $186,519 | $0 | $0 | $0 | ||
| MIKE BIRKETT | |||||||||||||
| NATL BUSINESS AGENT REGION 5 | $113,287 | $0 | $12,442 | $67,706 | $0 | $16,366 | $0 | $209,801 | $0 | $0 | $0 | ||
| ROGER BLEDSOE | |||||||||||||
| NATL BUSINESS AGENT REGION 4 | $115,620 | $0 | $10,598 | $49,481 | $0 | $1,500 | $0 | $177,199 | $0 | $0 | $0 | ||
| PATRICK CARROLL | |||||||||||||
| NATL BUSINESS AGENT REGION 6 | $117,120 | $0 | $10,421 | $32,955 | $0 | $0 | $0 | $160,496 | $0 | $0 | $0 | ||
| MICHAEL CAREF | |||||||||||||
| NATL BUSINESS AGENT REGION 3 | $113,692 | $0 | $13,571 | $20,361 | $0 | $16,366 | $0 | $163,990 | $0 | $0 | $0 | ||
| JOHN CASCIANO | |||||||||||||
| NATL BUSINESS AGENT REGION 14 | $117,120 | $0 | $12,061 | $34,048 | $0 | $0 | $0 | $163,229 | $0 | $0 | $0 | ||
| LAWRENCE CIRELLI | |||||||||||||
| NATL BUSINESS AGENT REGION 15 | $112,192 | $0 | $10,426 | $69,274 | $0 | $17,866 | $0 | $209,758 | $0 | $0 | $0 | ||
| TIMOTHY DOWDY | |||||||||||||
| NATL BUS AGENT REG. 13(FORMER) | $117,120 | $0 | $12,429 | $59,039 | $0 | $0 | $0 | $188,588 | $0 | $0 | $0 | ||
| KENNETH GIBBS | |||||||||||||
| NATL BUSINESS AGENT REGION 9 | $117,120 | $0 | $10,800 | $56,297 | $0 | $0 | $0 | $184,217 | $0 | $0 | $0 | ||
| WILLIAM LUCINI | |||||||||||||
| NATL BUS AGENT REG. 12(FORMER) | $116,376 | $0 | $14,192 | $43,506 | $0 | $0 | $0 | $174,074 | $0 | $0 | $0 | ||
| PETER MOSS | |||||||||||||
| NATL BUSINESS AGENT REGION 8 | $113,490 | $0 | $14,761 | $52,604 | $0 | $8,028 | $0 | $188,883 | $0 | $0 | $0 | ||
| PAUL PRICE | |||||||||||||
| NATL BUSINESS AGENT REGION 2 | $111,142 | $0 | $11,109 | $66,314 | $0 | $16,366 | $0 | $204,931 | $0 | $0 | $0 | ||
| DANIEL TOTH | |||||||||||||
| NATL BUSINESS AGENT REGION 11 | $117,120 | $0 | $10,210 | $48,155 | $0 | $0 | $0 | $175,485 | $0 | $0 | $0 | ||
| CHRIS WITTENBURG | |||||||||||||
| NATL BUSINESS AGENT REGION 7 | $115,543 | $0 | $12,731 | $44,733 | $0 | $7,403 | $0 | $180,410 | $0 | $0 | $0 | ||
| RICHARD DICECCA | |||||||||||||
| REGIONAL ADMIN. ASSIST. | $82,787 | $0 | $8,101 | $46,619 | $0 | $18,916 | $0 | $156,423 | $0 | $0 | $0 | ||
| JAMES HENRY | |||||||||||||
| REGIONAL ADMIN. ASSIST. | $84,368 | $0 | $7,544 | $47,803 | $0 | $16,366 | $0 | $156,081 | $0 | $0 | $0 | ||
| JAMES W SAUBER | |||||||||||||
| EXECUTIVE ASSIST. TO PRESIDENT | $169,331 | $0 | $774 | $121,627 | $0 | $16,484 | $0 | $309,316 | $0 | $0 | $0 | $1,100 | |
| MICHAEL HICOK | |||||||||||||
| CHIEF ENGINEER | $142,256 | $0 | $87,021 | $0 | $14,434 | $0 | $243,961 | $0 | $0 | $0 | $250 | ||
| WILLIAM JENKINS | |||||||||||||
| ASSISTANT ENGINEER | $127,736 | $0 | $49,919 | $0 | $13,934 | $0 | $191,939 | $0 | $0 | $0 | $350 | ||
| NEIL BOWLING | |||||||||||||
| DIRECTOR OF INFO TECHNOLOGY | $112,953 | $0 | $258 | $55,009 | $0 | $16,526 | $0 | $185,546 | $0 | $0 | $0 | $800 | |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A - TAX GROSS UP PAYMENT: | THE TAX GROSS UP PAYMENT CONSISTS OF PAYROLL TAXES ON TAXABLE BENEFITS INCLUDED AS COMPENSATION. |
| PART II, COLUMN C - DEFERRED COMPENSATION: | $1,934,355 OF DEFERRED COMPENSATION REPRESENTS THE ANNUAL INCREASE IN ACTUARIAL VALUE OF A QUALIFIED DEFINED BENEFIT PLAN, AS CALCULATED BY THE PLAN ACTUARY. THIS DOES NOT REPRESENT ACTUAL CASH OUTLAYS. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| GENEVA KUBAL | |||
| FAMILY MEMBER OF BRIAN HELLMAN, DIRECTOR OF NALC HEALTH BENEFIT PLAN | $89,481 | WAGES | false |
| FREDERIC J ROLANDO | |||
| FAMILY MEMBER OF FREDERIC V ROLANDO, PRESIDENT OF NALC | $11,314 | WAGES | false |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART VI, SECTION A, LINE 6 - MEMBERSHIP OF ORGANIZATION: | Membership shall be ------------------- (a) regular branch members who shall be nonsupervisory employees in the Postal Service, and regular branch members who the Executive Council has determined were unjustly separated from the Postal Service, retirees from that Service who were regular members of the NALC when they retired, and persons leaving the Service with coverage under Office of Workers Compensation Programs (OWCP). Such retirees, OWCP departees, and non-letter carrier regular members shall have no voice or vote in the branch, in any matter pertaining to the ratification of a national working agreement, local memorandum of understanding or proposed work stoppage; (b) present members of existing Federal Branches may retain their membership; (c) present members who have left the Postal Service, or have been temporarily or permanently promoted to supervisory status, may retain their membership but shall be members only for the purpose of membership in the NALC Life Insurance Plan and/or the NALC Health Benefit Plan. These members shall have no voice or vote in any of the affairs of such Branch, except they shall have a voice and vote at the Branch level upon matters appertaining to the NALC Life Insurance Plan, and/or the NALC Health Benefit Plan, if they are a member thereof, and on any proposition to raise dues. These members are not eligible to be candidates for any State Association, Branch, or National office or delegates to any conventions. They may attend only that part of the meeting which concerns them, such as change of dues structure and information concerning Health or Life Insurance. |
| PART VI, SECTION A, LINE 7A - ELECTION OF TRUSTEES AND OFFICERS: | Every four (4) years, nominations for officers of the Union shall be called by the Chairperson of the Convention on the third day (Wednesday) of the Convention. The Chair shall call for nominations from the floor for each national office separately. Any delegate may nominate an eligible member for anyone of the following national offices: President, Executive Vice President, Vice President, SecretaryTreasurer, Assistant Secretary-Treasurer, Director of City Delivery, Director of Safety and Health, Director of Life Insurance, Director of Health Benefits, Director of Retired Members, and a three member Board of Trustees. Nominations of fifteen (15) National Business Agents shall be separately by NALC Regions. Only delegates from the appropriate NALC Region may nominate candidates for the position of National Business Agent for such Region. The newly-elected officers shall assume their offices as soon after 45 days from the date of the certification of results by National Election Committee as is practicable. As soon as practicable after the Convention at which nominations for National Officers have been made, the National Secretary-Treasurer shall furnish to the National Election Committee a list of all members eligible to vote. To be so eligible, a member must be in good standing as of June 1 of the election year. There shall be one membership-wide ballot issued in each of the fifteen (15) NALC Regions authorized and established elsewhere in this Constitution reflecting the names of all nominees for the positions of President, Executive Vice President, Vice President, Secretary-Treasurer, Assistant Secretary-Treasurer, Director of City Delivery, Director of Safety and Health, Director of Life Insurance, Director of Health Benefits, Director of Retired Members, three members of the Board of Trustees, and the names of all nominees for the position of National Business Agent for one of the fifteen (15) NALC Regions. The National Election Committee shall then be responsible for mailing ballots to all eligible members as soon as possible. All regular members shall be entitled to one vote for each office to be filled. The voter shall indicate his/her choice for each of the officers by following the procedure established by the National Election Committee as set forth in the ballot instructions. The voter shall then seal the ballot in the smaller envelope, enclose this envelope within the large one, and mail it to the post office box printed on the larger envelope. Write-in votes shall not be valid. No markings shall be made on the ballot or the smaller envelope other than as indicated. |
| PART VI, SECTION A, LINE 7B - DECISIONS OF GOVERNING BODY: | Each Branch having twenty (20) or less members shall be entitled to one delegate and one vote in the National Convention. Branches having more than twenty (20) members shall be entitled to one delegate and one vote for each twenty (20) members or fraction thereof. Each State Association shall be Entitled to two Delegates-at-Large. National Officers and Delegates-at-Large shall each be entitled to one vote only. The delegates from any Branch present at the National Convention shall be allowed to cast the whole number of votes to which the Branch is entitled, provided such delegates agree unanimously as to who among them shall cast such vote. In case of disagreement, the delegates in attendance shall be entitled to such number of whole votes as can be divided equally among them each pro rata. The number of members for whom per capita tax is paid to the National Association for the term beginning October 1 prior to each Biennial Convention shall determine the number of votes and delegates to which the Branch is entitled at such Convention. |
| PART VI, SECTION B, LINE 11B - REVIEW PROCESS OF FORM 990: | THE COMPLETED FORM 990 IS REVIEWED BY THE ORGANIZATION'S SECRETARY-TREASURER PRIOR TO SIGNATURE AND FILING. |
| PART VI, SECTION B, LINES 15A & 15B-COMPENSATION OF OFFICERS AND TRUSTEES: | THE SALARIES FOR THE PRESIDENT, EXECUTIVE VICE PRESIDENT, VICE PRESIDENT, SECRETARY-TREASURER, ASSISTANT SECRETARY-TREASURER, DIRECTOR OF CITY DELIVERY, DIRECTOR OF SAFETY AND HEALTH, DIRECTOR OF LIFE INSURANCE, DIRECTOR OF HEALTH BENEFITS AND DIRECTOR OF RETIRED MEMBERS ARE SET FORTH IN THE NALC CONSTITUTION (ACCESSIBLE ON NALC'S WEBSITE), LAST AMENDED AT THE AUGUST 2016 CONVENTION. THE CONSTITUTION STATES THE PER ANNUM SALARY AMOUNT, EFFECTIVE DATE OF THE AMOUNT, PROVIDES FOR FUTURE SALARY ADJUSTMENTS THAT ARE MADE IN LINE WITH THE SAME PERCENTAGE GIVEN TO TOP GRADE LETTER CARRIERS. THE TRUSTEES ARE PAID AN EQUAL SUM PER YEAR. THE SELECTED CHAIRPERSON OF THE BOARD IS TO RECEIVE AN ADDITIONAL AMOUNT PER YEAR FOR HIS SERVICE AS CHAIRPERSON. THE TRUSTEES ARE ALSO ENTITLED TO FUTURE SALARY ADJUSTMENTS THAT ARE MADE IN LINE WITH THE SAME PERCENTAGE GIVEN TO TOP GRADE LETTER CARRIERS. |
| PART VI, SECTION C, LINE 19 - AVAILABILITY OF GOVERNING DOCUMENTS AND F/S: | THE ORGANIZATION DOES NOT GENERALLY MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC; EXCEPT AS MAY BE REQUIRED UNDER APPLICABLE FEDERAL LAW. THE NALC CONSTITUTION IS AVAILABLE ON NALC'S WEBSITE UNDER UNION ADMINISTRATION. |
| PART VII, SECTION A, LINE 1A, COLUMN F- OTHER COMPENSATION: | $2,584,161 REPRESENTS THE ANNUAL INCREASE IN ACTUARIAL VALUE OF A QUALIFIED DEFINED BENEFIT PLAN, AS CALCULATED BY THE PLAN ACTUARY. THESE AMOUNTS REPORTED ARE NOT ACTUAL OUTLAYS OF COMPENSATION. |
| PART XI, LINE 9 - OTHER CHANGES IN NET ASSETS: | $ 24,991,914 POSTRETIREMENT-RELATED CHANGES $(53,655,856) INCREASE IN OPM SPECIAL RESERVE ------------- $(28,663,942) NET OTHER CHANGE IN NET ASSETS ============= |
| PART VI, SECTION A, LINE 2 - BUSINESS RELATIONSHIP: | NATIONAL OFFICER MYRA WARREN SERVES AS DIRECTOR OF LIFE INSURANCE FOR UNITED STATES LETTER CARRIERS MUTUAL BENEFIT ASSOCIATION ("MBA"). THREE TRUSTEES AND THE PRESIDENT OF THE FILING ORGANIZATION ARE TRUSTEES AND OFFICERS OF MBA. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| NALC ANNUITY TRUST FUND | |||||||||
| 20547 WAVERLY COURT | ASHBURN | VA | 20149 | 526038252 | PENSION FUND | DC | 401(A) | NALC | Yes (true) |
| LETTER CARRIER POLITICAL FUND | |||||||||
| 100 INDIANA AVE NW | WASHINGTON | DC | 20001 | 521269023 | POLITICAL ORG | DC | 527 | NALC | Yes (true) |
| NALC HEALTH BENEFIT PLAN FOR EMPLOYEES | |||||||||
| 20547 WAVERLY COURT | ASHBURN | VA | 20149 | 541875242 | BENEFIT PLAN | VA | 501(C)(9) | NALC | Yes (true) |
| NALCREST FOUNDATION INC | |||||||||
| PO BOX 6359 | NALCREST | FL | 33856 | 591004167 | RETIRE. CTR | FL | 501(C)(4) | NALC | Yes (true) |
| UNITED STATES LETTER CARRIERS MUTUAL BEN | |||||||||
| 100 INDIANA AVE NW | WASHINGTON | DC | 20001 | 620476257 | BENEFIT FUND | TN | 501(C)(5) | NALC | Yes (true) |
| NALC BUILDING CORPORATION | |||||||||
| 100 INDIANA AVE NW | WASHINGTON | DC | 20001 | 530114650 | HOLDING CO. | DC | 501(C)(2) | NALC | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| LETTER CARRIER POLITICAL FUND | ||
| Q | $1,245,247 | BILLING |
| NALC ANNUITY TRUST FUND | ||
| R | $6,999,113 | ACTUARY |
| NALC HEALTH BENEFIT PLAN FOR EMPLOYEES | ||
| R | $7,536,229 | PREMIUM BILLING |
| UNITED STATES LETTER CARRIERS MUTUAL BENEFIT | ||
| R | $183,383 | PREMIUM BILLING |
| LETTER CARRIER POLITICAL FUND | ||
| R | $161,209 | IN-KIND |
Comments