NATIONAL ASSOCIATION OF LETTER CARRIERS: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
NATIONAL ASSOCIATION OF LETTER CARRIERS (EIN 16-6090289)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-03
IRS object ID
201211249349300416
Schema version
2011v1.2
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)
Timestamp2012-05-03T08:44:49-07:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

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 Date2011-01-01TaxPeriodBeginDate

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 Signed2012-03-29DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameEUGENE N SCHWENGER CPAName
Phone5854543727Phone
Date Prepared2012-05-03DatePrepared
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

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 Receipts337532GrossReceipts
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 Employees13TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year329324ContributionsGrantsPriorYear
Contributions Grants Current Year312215ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year11001InvestmentIncomePriorYear
Investment Income Current Year12176InvestmentIncomeCurrentYear
Other Revenue Prior Year2172OtherRevenuePriorYear
Other Revenue Current Year2084OtherRevenueCurrentYear
Total Revenue Prior Year342497TotalRevenuePriorYear
Total Revenue Current Year326475TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year200GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY200GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year9372BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY13689BenefitsPaidToMembersCY
Salaries Etc Prior Year224516SalariesEtcPriorYear
Salaries Etc Current Year197705SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year107946OtherExpensePriorYear
Other Expenses Current Year99637OtherExpensesCurrentYear
Total Expenses Prior Year342034TotalExpensesPriorYear
Total Expenses Current Year311231TotalExpensesCurrentYear
Revenues Less Expenses Prior Year463RevenuesLessExpensesPriorYear
Revenues Less Expenses CY15244RevenuesLessExpensesCY
Total Assets BOY471558TotalAssetsBOY
Total Assets EOY486802TotalAssetsEOY
Total Liabilities BOY6701TotalLiabilitiesBOY
Total Liabilities EOY6701TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY464857NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY480101NetAssetsOrFundBalancesEOY
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 RequiredtrueScheduleJRequired
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 With10962NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees13NumberOfEmployees
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 (12 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekFormerFormerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
ART MUOIO
Past President1.00X270400
KEN MONTGOMERY
President40.006933100X
JOHN WILSON
Vice President40.006501200X
ANTHONY POLIDORI
Secretary10.00622200X
SAMUEL HOGAN
Treasurer10.00693100X
JACK O'CONNOR
Benefit Trust Adm10.00480000X
GREGORY KARALIAS
Financial Sec'y10.00716600X
NORMAN C LEFROIS
Director of Ins10.00480000X
KEN MAHNS
Trustee1.0071000X
MICHAEL DILAL
Trustee1.0071000X
MICHAEL MASTERS
Trustee1.00147100X
CARL CLEVELAND
Sargent at Arms1.00000X
FieldValueIRS element (for citing)
Total Reportable Comp From Org169857TotalReportableCompFromOrg
Number Individuals GT100 K0NumberIndividualsGT100K
Formers ListedtrueFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Membership Dues309600MembershipDues
All Other Contributions2615AllOtherContributions
Total Contributions312215TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column11508TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities11725Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities11057Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities668Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column668TotalRevenueColumn
Related Or Exempt Function Income668RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Insurance Comm900099408408
50/50 Raffle90009916761676
FieldValueIRS element (for citing)
Total Other Revenue2084TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column326475TotalRevenueColumn
Related Or Exempt Function Income14260RelatedOrExemptFunctionIncome

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total200Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total13689Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total173961Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total1704Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total6626Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total15414Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total6671Total

Advertising Advertising

FieldValueIRS element (for citing)
Total13422Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total8661Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total11461Total

Travel Travel

FieldValueIRS element (for citing)
Total8341Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total12432Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total4378Total

Insurance Insurance

FieldValueIRS element (for citing)
Total3191Total

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionTotalTotal
Steward Training & Meetings19966
Social Events4775
Per Capita Dues6339

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total311231Total

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY162242BOY
EOY188488EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY10704BOY
EOY8391EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY24233BOY
EOY24254EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis158767LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec99960LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY63185BOY
EOY58807EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY211194BOY
EOY206862EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY471558BOY
EOY486802EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY6701BOY
EOY6701EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY6701BOY
EOY6701EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY464857BOY
EOY480101EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY464857BOY
EOY480101EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY471558BOY
EOY486802EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses15244ReconcilationRevenueExpenses
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or ReviewtrueAccountantCompileOrReview
FS AuditedfalseFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
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 Assessments309600DuesAssessments

Schedule D IRS990ScheduleD

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis17500OtherCostOrOtherBasis
Book Value17500BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis120441OtherCostOrOtherBasis
Depreciation87633Depreciation
Book Value32808BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis20826OtherCostOrOtherBasis
Depreciation12327Depreciation
Book Value8499BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings58807TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionBondholdersDescription
Amount$6,701Amount
FieldValueIRS element (for citing)
Total Of Amounts6701TotalOfAmounts

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonART MUOIONamePerson
Base Compensation Filing Org2704BaseCompensationFilingOrg
Total Compensation Filing Org2704TotalCompensationFilingOrg

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (13 entries)

IdentifierIdentifierExplanationExplanation
Pt VI, Line 15Salaries require annual approval of the membership
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 11aReviewed by the Board of Directors
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 depending on requirements in the By-Laws
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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