NATIONAL ASSOCIATION OF LETTER CARRIERS: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
NATIONAL ASSOCIATION OF LETTER CARRIERS (EIN 16-6090289)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-04-10
IRS object ID
201311019349300206
Schema version
2012v2.0
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

FieldValueIRS element (for citing)
Timestamp2013-04-10T19:25:03-07:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1EUGENE N SCHWENGER CPABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line136 W MAIN ST STE 330AddressLine1
CityROCHESTERCity
StateNYState
ZIP Code146141745ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN166090289EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1NATIONAL ASSOCIATION OF LETTER CARRIERS BRANCH 210 ROCHESTER NEW YORKBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlNATINameControl
Phone5854272450Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line12491 BRIGHTON-HENRIETTA TL RDAddressLine1
CityROCHESTERCity
StateNYState
ZIP Code146232762ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameKENNETH MONTGOMERYName
TitlePRESIDENTTitle
Phone5854272450Phone
Date Signed2013-03-30DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameEUGENE N SCHWENGER CPAName
Phone5854543727Phone
Date Prepared2013-04-10DatePrepared
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonKENNETH MONTGOMERYNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line12491 BRIGHTON-HENRIETTA TL RDAddressLine1
CityROCHESTERCity
StateNYState
ZIP Code146232762ZIPCode
FieldValueIRS element (for citing)
Gross Receipts325944GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1891YearFormation
State Legal DomicileNYStateLegalDomicile
Activity Or Mission DescriptionPostal Service Union OrganizationActivityOrMissionDescription
Nbr Voting Members Governing Body11NbrVotingMembersGoverningBody
Nbr Independent Voting Members0NbrIndependentVotingMembers
Total Nbr Employees11TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI300TotalGrossUBI
Contributions Grants Prior Year312215ContributionsGrantsPriorYear
Contributions Grants Current Year310303ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year12176InvestmentIncomePriorYear
Investment Income Current Year11588InvestmentIncomeCurrentYear
Other Revenue Prior Year2084OtherRevenuePriorYear
Other Revenue Current Year4053OtherRevenueCurrentYear
Total Revenue Prior Year326475TotalRevenuePriorYear
Total Revenue Current Year325944TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year200GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY300GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year13689BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY10037BenefitsPaidToMembersCY
Salaries Etc Prior Year197705SalariesEtcPriorYear
Salaries Etc Current Year195051SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year99637OtherExpensePriorYear
Other Expenses Current Year109405OtherExpensesCurrentYear
Total Expenses Prior Year311231TotalExpensesPriorYear
Total Expenses Current Year314793TotalExpensesCurrentYear
Revenues Less Expenses Prior Year15244RevenuesLessExpensesPriorYear
Revenues Less Expenses CY11151RevenuesLessExpensesCY
Total Assets BOY486802TotalAssetsBOY
Total Assets EOY497853TotalAssetsEOY
Total Liabilities BOY6701TotalLiabilitiesBOY
Total Liabilities EOY6601TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY480101NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY491252NetAssetsOrFundBalancesEOY
Mission DescriptionPostal Service Union OrganizationMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
DescriptionPOSTAL SERVICE UNION ORGANIZATION DEDICATED TO PROTECTING WORKERS RIGHTS AND BENEFITS.Description
Described In501 C3falseDescribedIn501C3
Schedule B RequiredfalseScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxtrueSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Info In Schedule O Part VXInfoInScheduleOPartV
Number Forms Transmitted With10964NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees11NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members11NbrVotingGoverningBodyMembers
Number Independent Voting Members0NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholderstrueMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovaltrueDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicyfalseConflictOfInterestPolicy
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicyfalseDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonSAM HOGAN NALC BRANCH 210NamePerson
Telephone Number5854272450TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line12491 BRIGHTON-HENRIETTA TL RDAddressLine1
CityROCHESTERCity
StateNYState
ZIP Code146232762ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (11 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
KEN MONTGOMERY
President40.00X7128200
JOHN WILSON
Vice President40.00X6726700
ANTHONY POLIDORI
Secretary10.00X707200
SAMUEL HOGAN
Treasurer10.00X633900
JACK O'CONNOR
Benefit Trust Admin10.00X480000
GREGORY KARALIAS
Financial Secretary10.00X790100
NORMAN LEFROIS
Director of Insurance10.00X480000
KEN MAHNS
Trustee1.00X59000
MICHAEL DILAL
Trustee1.00X000
MICHAEL MASTERS
Trustee1.00X204600
CARL CLEVELAND
Sargent at Arms1.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org172097TotalReportableCompFromOrg
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Membership Dues307783MembershipDues
All Other Contributions2520AllOtherContributions
Total Contributions310303TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column11588TotalRevenueColumn
Unrelated Business Revenue300UnrelatedBusinessRevenue

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Insurance Reimbursements900099407407
50/50 Raffle90009916461646
Non Refundable Deposit Received90009920002000
FieldValueIRS element (for citing)
Total Other Revenue4053TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column325944TotalRevenueColumn
Related Or Exempt Function Income15341RelatedOrExemptFunctionIncome
Unrelated Business Revenue300UnrelatedBusinessRevenue

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total300Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total10037Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total178519Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total1553Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total14979Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total7759Total

Advertising Advertising

FieldValueIRS element (for citing)
Total11705Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total10290Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total11636Total

Travel Travel

FieldValueIRS element (for citing)
Total8456Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total13246Total

Interest Interest

FieldValueIRS element (for citing)
Total207Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total4415Total

Insurance Insurance

FieldValueIRS element (for citing)
Total2602Total

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotal
Steward Training & Meetings20706
Social Events7720
Per Capita Dues6411
Bad Debts4252

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total314793Total

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY188488BOY
EOY211481EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY8391BOY
EOY3754EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY24254BOY
EOY19927EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis160204LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec104375LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY58807BOY
EOY55829EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY206862BOY
EOY206862EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY486802BOY
EOY497853EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY6701BOY
EOY6601EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY6701BOY
EOY6601EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY480101BOY
EOY491252EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY480101BOY
EOY491252EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY486802BOY
EOY497853EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses11151ReconcilationRevenueExpenses
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or ReviewtrueAccountantCompileOrReview

Accountant Compile Or Review Basis AccountantCompileOrReviewBasis

FieldValueIRS element (for citing)
Financial Statement ConsolidatedXFinancialStatementConsolidated
FieldValueIRS element (for citing)
FS AuditedfalseFSAudited
Audit CommitteetrueAuditCommittee
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues NondeducttrueSubstantiallyAllDuesNondeduct
Only In House LobbyingtrueOnlyInHouseLobbying
Agree To Carryover Prior YeartrueAgreeToCarryoverPriorYear
Dues Assessments307783DuesAssessments

Schedule D IRS990ScheduleD

Land Land

FieldValueIRS element (for citing)
Investment Cost Or Other Basis17500InvestmentCostOrOtherBasis
Book Value17500BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis120441InvestmentCostOrOtherBasis
Depreciation92012Depreciation
Book Value28429BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Investment Cost Or Other Basis22263InvestmentCostOrOtherBasis
Depreciation12363Depreciation
Book Value9900BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings55829TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionBondholdersDescription
Amount$6,601Amount
FieldValueIRS element (for citing)
Total Of Amounts6601TotalOfAmounts

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (17 entries)

IdentifierIdentifierExplanationExplanation
Pt VI, Line 11bThe form 990 is reviewed by the Board of Directors prior to filing
Pt VI, Line 18Available upon request
Pt VII, Col (E)None-Officers work exclusively for the Union
Pt VII, Col (F)None-Officers work exclusively for the Union
Pt VI, Line 1aVoting Members depends upon requirements related to the Union's operations.
Pt V, Line 13aNo Policy presently
Pt VI, Line 6The Organization has only Union Members
Pt VI, Line 7aAll Union Members can participate in the election of the governing body
Pt VI, Line 7bThere are varing degrees of approval on requirements in the By-Laws
Pt V, Line 3bThe Organization's Unrelated Business Gross Income did not meet the filing requirements
Pt V, Line 13aNot Applicable
Pt V, Line 14bNot Applicable
Pt VI, Line 15aSalaries require annual approval of the membership
Pt VI, Line 15bSalaries require annual approval of the membership
Form 990EZ, Part II, Line 24BENEFIT TRUST LOAN RECEIVABLE
Form 990EZ, Part II, Line 26BOND HOLDERS
Form 990, Part IX, Line 24fFUNDRAISING EVENTS

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