NATIONAL ASSOCIATION OF LETTER CARRIERS: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL ASSOCIATION OF LETTER CARRIERS (EIN 53-0114650)
- Tax period
- 2011-04-01 to 2012-03-31
- Filed
- 2013-02-14
- IRS object ID
- 201340459349301059
- Schema version
- 2011v1.5
- 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) |
|---|---|---|
| Timestamp | 2013-02-14T11:03:43-06:00 | Timestamp |
| Tax Period End Date | 2012-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOND BEEBE | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 EAST-WEST HIGHWAY SUITE 900 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 208143423 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530114650 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL ASSOCIATION OF LETTER CARRIERS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JANE E BROENDEL | InCareOfName |
| Name Control | NATI | NameControl |
| Phone | 2023934695 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INDIANA AVE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200012144 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANE E BROENDEL | Name |
| Title | SECRETARY-TREASURER | Title |
| Date Signed | 2013-02-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID P DORSEY | Name |
| Phone | 3012726000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | FREDRIC ROLANDO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INDIANA AVE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200012144 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1693578247 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.nalc.org | WebSite |
| Type Of Organization Association | X | TypeOfOrganizationAssociation |
| Year Formation | 1889 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 727 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 504657 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 380028 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3740 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4658 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1276119758 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1372016004 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 15558157 | InvestmentIncomePriorYear |
| Investment Income Current Year | 18410562 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1144796 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2372737 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1292826451 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1392803961 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 702468 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 238762 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 1164396751 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 1173550748 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 59217803 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 58865271 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 58740318 | OtherExpensePriorYear |
| Other Expenses Current Year | 58437883 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1283057340 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1291092664 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 9769111 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 101711297 | RevenuesLessExpensesCY |
| Total Assets BOY | 730694858 | TotalAssetsBOY |
| Total Assets EOY | 745579996 | TotalAssetsEOY |
| Total Liabilities BOY | 404135447 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 312308030 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 326559411 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 433271966 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Description | SERVED MORE THAN 285,000 ACTIVE AND RETIRED LETTER CARRIERS AND OTHER EMPLOYEES OF THE U.S. POSTAL SERVICE IN 2,500 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | true | PoliticalActivities |
| Subject To Proxy Tax | true | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 289 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 727 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicy |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JANE E BROENDEL | NamePerson |
| Telephone Number | 2023934695 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INDIANA AVE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200012144 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| FREDRIC V ROLANDO | |||||||
| PRESIDENT | 40.0 | X | X | 211779 | 0 | 114171 | |
| JANE E BROENDEL | |||||||
| SECRETARY-TREASURER | 40.0 | X | X | 173063 | 0 | 37347 | |
| GEORGE C MIGNOSI | |||||||
| VICE PRESIDENT | 40.0 | X | X | 164638 | 0 | 35150 | |
| TIMOTHY C O'MALLEY | |||||||
| EXECUTIVE VICE PRESIDENT | 40.0 | X | X | 181554 | 0 | 115946 | |
| ERNEST KIRKLAND | |||||||
| DIRECTOR, RETIRED MEMBERS | 40.0 | X | X | 166154 | 0 | 17413 | |
| MYRA WARREN | |||||||
| DIRECTOR, LIFE INSURANCE | 0.0 | X | X | 0 | 166370 | 32748 | |
| BRIAN E HELLMAN | |||||||
| DIRECTOR, HEALTH BENEFIT PLAN | 34.0 | X | X | 142797 | 25199 | 60305 | |
| LAWRENCE D BROWN JR | |||||||
| CHAIRMAN, NATIONAL TRUSTEE | 40.0 | X | X | 35731 | 0 | 4913 | |
| MICHAEL J GILL | |||||||
| NATIONAL TRUSTEE | 40.0 | X | X | 31446 | 0 | 75474 | |
| RANDALL L KELLER | |||||||
| NATIONAL TRUSTEE | 40.0 | X | X | 29816 | 0 | 4072 | |
| MANUEL L PERALTA JR | |||||||
| DIRECTOR, SAFETY & HEALTH | 40.0 | X | X | 163260 | 0 | 111682 | |
| PAUL PRICE | |||||||
| NATL BUSINESS AGENT-REGION 2 | 40.0 | X | X | 125926 | 0 | 42348 | |
| NEAL TISDALE | |||||||
| NATL BUSINESS AGENT-REGION 3 | 40.0 | X | X | 117270 | 0 | 42296 | |
| DANNY PITTMAN | |||||||
| NATL BUSINESS AGENT REGION 5 | 40.0 | X | X | 116427 | 0 | 13262 | |
| PATRICK C CARROLL | |||||||
| NATL BUSINESS AGENT-REGION 6 | 40.0 | X | X | 116939 | 0 | 35372 | |
| PETE MOSS | |||||||
| NATL BUSINESS AGENT-REGION 8 | 40.0 | X | X | 117871 | 0 | 25004 | |
| LUCIAN J DRASS | |||||||
| DIRECTOR, CITY DELIVERY | 40.0 | X | X | 163234 | 0 | 16695 | |
| JUDITH WILLOUGHBY | |||||||
| NATL BUSINESS AGENT-REGION 9 | 40.0 | X | X | 117227 | 0 | 24378 | |
| CHRISTOPHER JACKSON | |||||||
| NATL BUSINESS AGENT REGION 1 | 40.0 | X | X | 115897 | 0 | 24758 | |
| DANIEL E TOTH | |||||||
| NATL BUSINESS AGENT-REGION 11 | 40.0 | X | X | 113493 | 0 | 37003 | |
| WILLIAM J LUCINI | |||||||
| NATL BUSINESS AGENT-REGION 12 | 40.0 | X | X | 114118 | 0 | 49345 | |
| TIMOTHY W DOWDY | |||||||
| NATL BUSINESS AGENT-REGION 13 | 40.0 | X | X | 116878 | 0 | 30982 | |
| JOHN J CASCIANO | |||||||
| NATL BUSINESS AGENT-REGION 14 | 40.0 | X | X | 118154 | 0 | 41547 | |
| LAWRENCE CIRELLI | |||||||
| NATL BUSINESS AGENT-REGION 15 | 40.0 | X | X | 120240 | 0 | 32390 | |
| NICOLE RHINE | |||||||
| ASSISTANT SECRETARY-TREASURER | 40.0 | X | X | 176623 | 0 | 22488 | |
| ROGER W BLEDSOE | |||||||
| NATL BUSINESS AGENT-REGION 4 | 40.0 | X | X | 111196 | 0 | 28601 | |
| CHRIS WITTENBURG | |||||||
| NATL BUSINESS AGENT-REGION 7 | 40.0 | X | X | 126445 | 0 | 23852 | |
| KATHY BALDWIN | |||||||
| NATL BUSINESS AGENT-REGION 10 | 40.0 | X | X | 116528 | 0 | 8704 | |
| JAMES W SAUBER | |||||||
| EXECUTIVE ASSIST. TO PRESIDENT | 40.0 | 132593 | 0 | 84699 | X | ||
| NEIL BOWLING | |||||||
| DIRECTOR OF INFO TECHNOLOGY | 40.0 | 101782 | 0 | 30676 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3639079 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 191569 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1223621 | TotalOtherCompensation |
| Number Individuals GT100 K | 26 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CIGNA HEALTHCARE | |||||
| 10490 LITTLE PATUXENT PKWY STE 400 | COLUMBIA | MD | 21044 | NETWORK ADMIN FEES | 17483394 |
| COHEN WEISS SIMON | |||||
| 330 WEST 42ND STREET | NEW YORK | NY | 10036 | LEGAL SERVICES | 1282394 |
| UNITED BEHAVIORAL HEALTH | |||||
| 425 Market St 18th Fl | SAN FRANCISCO | CA | 94105 | NETWORK ADMIN FEES | 14862630 |
| MULTIPLAN INC | |||||
| PO BOX 29380 | NEW YORK | NY | 10087 | NETWORK ADMIN FEES | 2129608 |
| PEAKE-DELANCY PRINTING LLC | |||||
| 2500 SCHUSTER DRIVE | CHEVERLY | MD | 20781 | PRINTING SERVICES | 2140329 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 18 | NumberOfContractorsGT100K |
| All Other Contributions | 4658 | AllOtherContributions |
| Total Contributions | 4658 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| CONTINGENCY RESERVE | 525100 | 51283651 | 51283651 | |
| LOGO ITEMS (NET SALES) | 900099 | 166486 | 166486 | |
| PREMIUMS | 525100 | 1282980339 | 1282980339 | |
| MEMBERSHIP DUES AND ASSESSMENTS | 900004 | 37585528 | 37091517 | 494011 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1372016004 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15099177 | TotalRevenueColumn |
| Exclusion | $15,099,177 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 617713 | TotalRevenueColumn |
| Exclusion | $617,713 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 303757805 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 300445997 | Securities |
| Other | 423 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3311808 | Securities |
| Other | -423 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3311385 | TotalRevenueColumn |
| Exclusion | $3,311,385 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 226783 | GrossSalesOfInventory |
| Cost Of Goods Sold | 327866 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -101083 | TotalRevenueColumn |
| Exclusion | -$101,083 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| ADVERTISING | 541800 | 10646 | 10646 | ||
| MISCELLANEOUS | 900099 | 1845461 | 1121738 | $723,723 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1856107 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1392803961 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1372643731 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 504657 | UnrelatedBusinessRevenue |
| Exclusion | $19,650,915 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150762 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88000 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1173550748 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4315573 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28414983 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6218222 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17358387 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2558106 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1416982 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 600194 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 211402 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4469635 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 996238 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14121332 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 375763 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3571493 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3627265 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 219565 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6031 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2211349 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 711234 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 361002 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| HBP PROGRAM COSTS | 24581041 |
| TRAINING | 603819 |
| TAXES - OTHER | 139040 |
| CLEARING HOUSE | 96556 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117942 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1291092664 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63382957 | BOY |
| EOY | 131468349 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21690109 | BOY |
| EOY | 23964826 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 262627 | BOY |
| EOY | 316155 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1016797 | BOY |
| EOY | 1324399 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 11001105 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8444311 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1109467 | BOY |
| EOY | 2556794 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 397358666 | BOY |
| EOY | 440390961 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4750867 | BOY |
| EOY | 4811142 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 241123368 | BOY |
| EOY | 140747370 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 730694858 | BOY |
| EOY | 745579996 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9540988 | BOY |
| EOY | 10477305 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 761960 | BOY |
| EOY | 912740 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 393832499 | BOY |
| EOY | 300917985 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 404135447 | BOY |
| EOY | 312308030 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 326423977 | BOY |
| EOY | 433127692 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35434 | BOY |
| EOY | 44274 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100000 | BOY |
| EOY | 100000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 326559411 | BOY |
| EOY | 433271966 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 730694858 | BOY |
| EOY | 745579996 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 101711297 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 5001258 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | 222088 | PoliticalExpenditures |
| Volunteer Hours | 0 | VolunteerHours |
| Form1120 Pol Filed | false | Form1120PolFiled |
Sec527 Pol Orgs Sec527PolOrgs
Name Of527 Organization NameOf527Organization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NALC COMMITTEE ON | BusinessNameLine1 |
| Business Name Line2 | LETTER CARRIER'S POL | BusinessNameLine2 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INDIANA AVE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521269023 | EIN |
| Amt Of Contribs Recd Delivered | 3300908 | AmtOfContribsRecdDelivered |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Substantially All Dues Nondeduct | true | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | false | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | false | AgreeToCarryoverPriorYear |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF ORGANIZATION'S POLITICAL CAMPAIGN ACTIVITIES | Identifier |
| Return Reference | PART I-A, LINE 1 | ReturnReference |
| Explanation | THE AMOUNT EXPENDED FOR POLITICAL CAMPAIGN ACTIVITIES BY THE ORGANIZATION REPRESENTS THOSE COSTS ASSOCIATED WITH COMMUNICATION TO MEMBERS. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Land | Land | |
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 919772 | OtherCostOrOtherBasis |
| Depreciation | 41619 | Depreciation |
| Book Value | 878153 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2540767 | OtherCostOrOtherBasis |
| Depreciation | 2013893 | Depreciation |
| Book Value | 526874 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7540566 | OtherCostOrOtherBasis |
| Depreciation | 6388799 | Depreciation |
| Book Value | 1151767 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2556794 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (6 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ACCRUED INTEREST & DIVIDENDS | 2929602 |
| CASH HELD FOR COLLATERAL | 13702344 |
| DEPOSITS | 17626 |
| PER CAPITA TAX RECEIVABLE | 4241198 |
| PREMIUMS DUE & ACCRUED | 119000006 |
| DUE FROM RELATED ENTITIES | 856594 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 140747370 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| BENEFITS INCURRED BUT UNPAID | $153,590,255 |
| CASH COLLATERAL - OBLIGATION | $18,276,684 |
| DUE TO BRANCHES & STATES | $5,936,798 |
| POSTRETIREMENT BENEFITS | $113,370,351 |
| INTERCOMPANY PAYABLE | $9,743,897 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 300917985 | TotalOfAmounts |
| Total Revenue | 1392803961 | TotalRevenue |
| Total Expenses | 1291092664 | TotalExpenses |
| Excess Or Deficit For Year | 101711297 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 11937231 | NetUnrealizedGLOnInvestments |
| Other | -$6,935,973 | OtherAmount |
| Total Adjustments | 5001258 | TotalAdjustments |
| Excess Or Deficit Per FS | 106712555 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1405299817 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 11937231 | NetUnrealizedGainsInvestments |
| Other Revenues | 1350220 | OtherRevenues |
| Revenue Not Rptd F990 | 13287451 | RevenueNotRptdF990 |
| Revenue Subtotal | 1392012366 | RevenueSubtotal |
| Other Revenues Not Included | 791595 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 791595 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1392803961 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1292275105 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 2092105 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 2092105 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1290183000 | ExpensesSubtotal |
| Other Expenses Not Included | 909664 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 909664 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1291092664 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER CHANGE IN NET ASSETS | PART XI, LINE 8 | $ 2,101 OTHER ADJUSTMENTS $ (6,938,074) POSTRETIREMENT-RELATED CHANGES ------------- $ (6,935,973) TOTAL OTHER CHANGES IN NET ASSETS ============= |
| OTHER REVENUES ON BOOKS BUT NOT ON RETURN | PART XII, LINE 2D | $ 1,356,251 REVENUES - RELATED ORGANIZATION $ (6,031) CAPITAL LEASE INTEREST EXPENSE ----------- $ 1,350,220 =========== |
| OTHER REVENUES ON RETURN BUT NOT ON BOOKS | PART XII, LINE 4B | $ (112,038) Net Cafeteria Operations reflected in COGS $ 903,633 RENTAL REVENUE ELIMINATED ON CONSOLIDATED FINANCIALS ---------- $ 791,595 ========== |
| OTHER EXPENSES ON BOOKS BUT NOT ON RETURN | PART XIII, LINE 2D | $ 112,038 NET cafeteria operations moved to COGS $ 1,980,067 EXPENSES - RELATED ORGANIZATION ----------- $ 2,092,105 =========== |
| OTHER EXPENSES ON RETURN BUT NOT ON BOOKS | PART XIII, LINE 4B | $ 6,031 CAPITAL LEASE INTEREST EXPENSE $ 903,633 RENTAL EXPENSE ELIMINATED ON CONSOLIDATED FINANCIALS --------- $ 909,664 ========= |
| FIN 48 FOOTNOTE | PART X, LINE 2 | 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, 2012 there are no uncertain positions taken or expected to be taken that would require accrual of a liability in the consolidated financial statements. The Union, the Plan and the Building Corporation are subject to routine audits by taxing jurisdictions; however, there are currently no audits in progress for any tax periods. Management believes the Union is no longer subject to income tax examinations for years prior to the year ended March 31, 2009. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | Address Line2AddressUS/AddressLine2 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| ECONOMIC POLICY INSTITUTE | ||||||||
| 1333 H STREET NW | SUITE 300 EAST TOWER | WASHINGTON | DC | 20005 | 521368964 | 501(C)(3) | 55000 | GENERAL SUPPORT |
| AMERICAN RIGHTS AT WORK | ||||||||
| 1616 P ST NW | STE 150 | WASHINGTON | DC | 20036 | 450518844 | 501(C)(4) | 25000 | GENERAL SUPPORT |
| NATIONAL DEMOCRATIC CLUB | ||||||||
| 30 IVY STREET SE | WASHINGTON | DC | 20003 | 530233594 | 501(c)(7) | 6000 | GENERAL SUPPORT | |
| Working America Education Fund | ||||||||
| 815 15th St NW | ste 3107 | washington | DC | 20006 | 202035052 | 501(c)(3) | 10000 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 2 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| JOHN T DONELON SCHOLARSHIPS | 4 | 4000 |
| WILLIAM C DOHERTY SCHOLARSHIPS | 20 | 84000 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | MONITOR GRANT USE | Identifier |
| Return Reference | PART I, LINE 2 | ReturnReference |
| Explanation | FOR THE WILLIAM C DOHERTY AND JOHN T DONELON SCHOLARSHIPS, THE AWARD WINNER 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (19 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FREDRIC V ROLANDO | |||||||||||||
| 197139 | 0 | 0 | 0 | 14640 | 0 | 102407 | 0 | 11764 | 0 | 325950 | 0 | 0 | 0 |
| JANE E BROENDEL | |||||||||||||
| 158419 | 0 | 0 | 0 | 14644 | 0 | 25583 | 0 | 11764 | 0 | 210410 | 0 | 0 | 0 |
| GEORGE C MIGNOSI | |||||||||||||
| 150620 | 0 | 0 | 0 | 14018 | 0 | 35150 | 0 | 0 | 0 | 199788 | 0 | 0 | 0 |
| TIMOTHY C O'MALLEY | |||||||||||||
| 166970 | 0 | 0 | 0 | 14584 | 0 | 104182 | 0 | 11764 | 0 | 297500 | 0 | 0 | 0 |
| ERNEST KIRKLAND | |||||||||||||
| 152504 | 0 | 0 | 0 | 13650 | 0 | 17413 | 0 | 0 | 0 | 183567 | 0 | 0 | 0 |
| MYRA WARREN | |||||||||||||
| 0 | 158472 | 0 | 0 | 0 | 7898 | 20984 | 0 | 0 | 11764 | 20984 | 178134 | 0 | 0 |
| BRIAN E HELLMAN | |||||||||||||
| 129818 | 22909 | 0 | 0 | 12979 | 2290 | 45465 | 8023 | 5795 | 0 | 194057 | 33222 | 0 | 0 |
| MANUEL L PERALTA JR | |||||||||||||
| 151282 | 0 | 0 | 0 | 11978 | 0 | 99918 | 0 | 11764 | 0 | 274942 | 0 | 0 | 0 |
| PAUL PRICE | |||||||||||||
| 119633 | 0 | 0 | 0 | 6293 | 0 | 30584 | 0 | 11764 | 0 | 168274 | 0 | 0 | 0 |
| NEAL TISDALE | |||||||||||||
| 110976 | 0 | 0 | 0 | 6294 | 0 | 37036 | 0 | 5260 | 0 | 159566 | 0 | 0 | 0 |
| PATRICK C CARROLL | |||||||||||||
| 110633 | 0 | 0 | 0 | 6306 | 0 | 27698 | 0 | 7674 | 0 | 152311 | 0 | 0 | 0 |
| LUCIAN J DRASS | |||||||||||||
| 151191 | 0 | 0 | 0 | 12043 | 0 | 16695 | 0 | 0 | 0 | 179929 | 0 | 0 | 0 |
| DANIEL E TOTH | |||||||||||||
| 107235 | 0 | 0 | 0 | 6258 | 0 | 25239 | 0 | 11764 | 0 | 150496 | 0 | 0 | 0 |
| WILLIAM J LUCINI | |||||||||||||
| 107824 | 0 | 0 | 0 | 6294 | 0 | 47482 | 0 | 1863 | 0 | 163463 | 0 | 0 | 0 |
| JOHN J CASCIANO | |||||||||||||
| 111860 | 0 | 0 | 0 | 6294 | 0 | 41547 | 0 | 0 | 0 | 159701 | 0 | 0 | 0 |
| LAWRENCE CIRELLI | |||||||||||||
| 113956 | 0 | 0 | 0 | 6284 | 0 | 20626 | 0 | 11764 | 0 | 152630 | 0 | 0 | 0 |
| JAMES W SAUBER | |||||||||||||
| 132593 | 0 | 0 | 0 | 0 | 0 | 71557 | 0 | 13142 | 0 | 217292 | 0 | 0 | 0 |
| NICOLE RHINE | |||||||||||||
| 162423 | 0 | 0 | 0 | 14200 | 0 | 17228 | 0 | 5260 | 0 | 199111 | 0 | 0 | 0 |
| CHRIS WITTENBURG | |||||||||||||
| 119814 | 0 | 0 | 0 | 6631 | 0 | 18592 | 0 | 5260 | 0 | 150297 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DEFERRED COMPENSATION | PART II, COLUMN C | $801,891 OF THE AMOUNT IN THIS COLUMN 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. |
| TAX GROSS UP PAYMENT | PART I, LINE 1A | THE TAX GROSS UP PAYMENT CONSISTS OF PAYROLL TAXES ON TAXABLE BENEFITS INCLUDED AS COMPENSATION. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| MEMBERSHIP OF ORGANIZATION | PART VI, SECTION A, LINE 6 | Membership shall be: -------------------- (a) regular branch members who shall be nonsupervisory employees in the Postal Career Service, and regular branch members who the Executive Council has determined were unjustly separated from the Postal Career 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. |
| ELECTION OF TRUSTEES AND OFFICERS | PART VI, SECTION A, LINE 7A | 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. |
| DECISIONS OF GOVERNING BODY | PART VI, SECTION A, LINE 7B | 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. |
| REVIEW PROCESS OF FORM 990 | PART VI, SECTION B, LINE 11B | THE COMPLETED FORM 990 IS REVIEWED BY THE ORGANIZATION'S PRESIDENT AND LEGAL COUNSEL PRIOR TO SIGNATURE AND FILING. |
| PUBLIC AVAILABILITY OF ORGANIZATION DOCUMENTS AND FINANCIALS | PART VI, SECTION C, LINE 19 | 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 FACTS AND HISTORY. |
| COMPENSATION OF OFFICERS AND TRUSTEES | PART VI, SECTION B, LINES 15A AND 15B | 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 2010 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. |
| ESTIMATED AMOUNT OF OTHER COMPENSATION FROM RELATED ORGANIZATION | PART VII, SECTION A, LINE 1A, COLUMN F | $1,007,162 OF COLUMN F 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 TO THE DIRECTORS. |
| OTHER CHANGES IN NET ASSETS | PART XI, LINE 5 | $ 11,937,231 NET UNREALIZED GAIN ON INVESTMENTS $ (6,938,074) POSTRETIREMENT-RELATED CHANGES $ 2,101 OTHER ADJUSTMENTS ------------ $ 5,001,258 TOTAL OTHER CHANGES IN NET ASSETS ============ |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:MYRA WARREN TITLE:DIRECTOR, LIFE INSURANCE HOURS:40 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:BRIAN E HELLMAN TITLE:DIRECTOR, HEALTH BENEFIT PLAN HOURS:6 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| NALC ANNUITY TRUST FUND | |||||||||
| 20547 WAVERLY COURT | ASHBURN | VA | 20149 | 526038252 | PENSION FUND | DC | 401(A) | NALC | true |
| NALC COMMITTEE ON LETTER CARRIERS POLITI | |||||||||
| 100 INDIANA AVE NW | WASHINGTON | DC | 20001 | 521269023 | POLITICAL ORG | DC | 527 | NALC | true |
| NALC HEALTH BENEFIT PLAN FOR EMPLOYEES | |||||||||
| 20547 WAVERLY COURT | ASHBURN | VA | 20149 | 541875242 | BENEFIT PLAN | VA | 501(C)(9) | NALC | true |
| NALCREST FOUNDATION INC | |||||||||
| PO BOX 6359 | NALCREST | FL | 33856 | 591004167 | RETIRE. CTR | FL | 501(C)(4) | NALC | true |
| UNITED STATES LETTER CARRIERS MUTUAL BEN | |||||||||
| 100 INDIANA AVE NW | WASHINGTON | DC | 20001 | 620476257 | BENEFIT FUND | TN | 501(C)(5) | NALC | true |
| NALC BUILDING CORPORATION | |||||||||
| 100 INDIANA AVE NW | WASHINGTON | DC | 20001 | 530114650 | HOLDING CO. | DC | 501(C)(2) | NALC | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| NALC ANNUITY TRUST FUND | ||
| Q | 6424085 | ACTUARY |
| NALC HEALTH BENEFIT PLAN FOR EMPLOYEES | ||
| Q | 6984015 | PREMIUM BILLING |
| UNITED STATES LETTER CARRIERS MUTUAL BENEFIT | ||
| Q | 167047 | PREMIUM BILLING |
| NALC BUILDING CORPORATION | ||
| J | 903633 | RENT BILLING |
| NALCREST FOUNDATION INC | ||
| D | 363049 | INCURRED COSTS |
| NALC COMMITTEE ON LETTER CARRIER'S Pol Educ | ||
| M | 222088 | IN-KIND |
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