2011-02-10T12:53:20-05:00 2010-03-31 BOND BEEBE 4600 EAST-WEST HIGHWAY SUITE 900 BETHESDA MD 208143423 990 2009-04-01 530114650 NATIONAL ASSOCIATION OF LETTER CARRIERS NATI 2023934695 100 INDIANA AVE NW WASHINGTON DC 200012144 FREDRIC V ROLANDO 2011-02-09 3012726000 2009 2016-02-24 21:20:13Z FREDRIC ROLANDO 100 INDIANA AVE NW WASHINGTON DC 200012144 1357295977 false X www.nalc.org X 1889 DC 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. 28 0 770 0 520932 0 3720 5210 893537675 1199471282 13400932 14664427 677335 746157 907619662 1214887076 260132 315966 841527522 1110947044 62954598 50212757 0 0 0 47891953 54163208 952634205 1215638975 -45014543 -751899 600881352 619439368 338598800 314881604 262282552 304557764 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. false false 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. 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. false false true false false false false false false true false true false false false false false false false false false true true true false false false false false false false false false false false true false false true 292 0 true 770 true true true false false false false 28 0 false false false false true true true true true false true true true false false true false false false X JANE E BROENDEL 2023934695 100 INDIANA AVE NW WASHINGTON DC 200012144 WILLIAM H YOUNG 40.0 X X 150657 0 27442 FREDRIC V ROLANDO 40.0 X X 186419 0 115746 GARY H MULLINS 40.0 X X 164063 0 127637 JANE E BROENDEL 40.0 X X 170505 0 94675 GEORGE C MIGNOSI 40.0 X X 160444 0 93031 DALE P HART 40.0 X X 164279 0 146871 TIMOTHY C O'MALLEY 40.0 X X 141269 24930 214533 ERNEST KIRKLAND 40.0 X X 162325 0 176513 MYRA WARREN 40.0 X X 0 161982 87064 BRIAN E HELLMAN 40.0 X X 162457 0 83369 LAWRENCE D BROWN JR 40.0 X X 34758 0 23972 MICHAEL J GILL 40.0 X X 31806 0 68806 RANDALL L KELLER 40.0 X X 34332 0 12390 MANUEL L PERALTA JR 40.0 X X 113810 0 98339 PAUL PRICE 40.0 X X 120490 0 61676 NEAL TISDALE 40.0 X X 114530 0 68098 WESLEY DAVIS 40.0 X X 56594 0 10139 MICHAEL T WEIR 40.0 X X 115125 0 106792 PATRICK C CARROLL 40.0 X X 114275 0 76625 EDWARD FURRU 40.0 X X 84549 0 16162 LUCIAN J DRASS 40.0 X X 113928 0 47663 JUDITH WILLOUGHBY 40.0 X X 115193 0 74802 HAROLD E GOODWIN 40.0 X X 87387 0 15705 WILLIAM J COOKE 40.0 X X 68444 0 12038 WILLIAM J LUCINI 40.0 X X 112148 0 87328 TIMOTHY W DOWDY 40.0 X X 115662 0 36161 JOHN J CASCIANO 40.0 X X 116224 0 74130 LAWRENCE CIRELLI 40.0 X X 122221 0 64887 NICOLE RHINE 40.0 X X 128951 0 35113 ROGER W BLEDSOE 40.0 X X 104247 0 47003 CHRIS WITTENBURG 40.0 X X 107314 0 31049 KATHY BALDWIN 40.0 X X 100722 0 34853 DANIEL E TOTH 40.0 X X 104546 0 42036 JAMES W SAUBER 40.0 X 116015 0 73081 STEVEN CZECHANSKI 40.0 X 111460 0 79939 CALVIN I ENGEL 40.0 X 105732 631 65218 4012881 187543 2530886 28 false true false CIGNA HEALTHCARE 10490 LITTLE PATUXENT PKWY STE 400 COLUMBIA MD 21044 NETWORK ADMIN FEES 24676152 PLAN VISTA SOLUTIONSNPPN PO BOX 281738 ATLANTA GA 30384 NETWORK ADMIN FEES 1017459 MULTIPLAN INC PO BOX 29380 NEW YORK NY 10087 NETWORK ADMIN FEES 1953609 CIGNA BEHAVIORAL HEALTH PO BOX 1450 NW 7307 MINNEAPOLIS MN 55485 NETWORK ADMIN FEES 1067300 PEAKE-DELANCY PRINTING LLC 2500 SCHUSTER DRIVE CHEVERLY MD 20781 PRINTING SERVICES 1888113 14 5210 5210 CONTINGENCY RESERVE 525100 63989129 63989129 LOGO ITEMS (NET SALES) 900099 218793 218793 PREMIUMS 525100 1095440457 1095440457 MEMBERSHIP DUES AND ASSESSMENTS 900004 39822903 39318510 504393 1199471282 12789815 12789815 0 615163 615163 143959014 142080400 4002 1878614 -4002 1874612 1874612 0 0 208141 324499 -116358 -116358 ADVERTISING 541800 16539 16539 MISCELLANEOUS 900099 230813 230813 247352 1214887076 1199197702 520932 15163232 230966 85000 0 1110947044 3988238 0 25114508 5649535 13194654 2265822 0 1153359 544896 0 0 130752 834058 11568 12547564 287839 0 3982095 2403901 0 110606 231 2180971 586202 322365 ARBITRATION 1153888 TRAINING 545570 MISCELLANEOUS 193613 HBP PROGRAM COSTS 26785219 TAXES - OTHER 238823 149688 1215638975 104139136 74856385 23245673 25230570 277911 294764 616352 800959 8982169 7844972 1433707 1137197 281587442 352574256 4347693 4571995 185233438 159973242 600881352 619439368 8624019 8720207 134486 113949 329840295 306047448 338598800 314881604 X 262182552 304435295 22469 100000 100000 262282552 304557764 600881352 619439368 X false true true X 261270 0 0 0 0 false NALC COMMITTEE ON LETTER CARRIER'S POL 100 INDIANA AVE NW WASHINGTON DC 20001 521269023 2548150 DESCRIPTION OF ORGANIZATION'S POLITICAL CAMPAIGN ACTIVITIES PART I-A, LINE 1 THE AMOUNT EXPENDED FOR POLITICAL CAMPAIGN ACTIVITIES BY THE ORGANIZATION REPRESENTS THOSE COSTS ASSOCIATED WITH COMMUNICATION TO MEMBERS. 886 531 355 2232993 1929824 303169 6748290 5914617 833673 1137197 ACCRUED INTEREST & DIVIDENDS 2852419 CASH HELD FOR COLLATERAL 42435569 DEPOSITS 96380 PER CAPITA TAX RECEIVABLE 4495798 PREMIUMS DUE & ACCRUED 110093076 159973242 0 BENEFITS INCURRED BUT UNPAID 156461964 CAPITAL LEASE OBLIGATIONS 2860 CASH COLLATERAL - OBLIGATION 48056882 DUE TO BRANCHES & STATES 6150459 POSTRETIREMENT BENEFITS 86535500 CASH NON-INTEREST OVERDRAFT 2953 INTERCOMPANY PAYABLE 8818403 DUE TO RELATED PARTIES 18427 306047448 1214887076 1215638975 -751899 49317746 -7912852 41404894 40652995 1265891687 49317746 2587395 51905141 1213986546 900530 900530 1214887076 1224768292 10032950 10032950 1214735342 903633 903633 1215638975 OTHER CHANGE IN NET ASSETS PART XI, LINE 8 OTHER ADJUSTMENTS $ 1,004 NET ASSETS RECLASSIFICATION TO RESTORE DEFICIENCIES (3,224) POSTRETIREMENT-RELATED CHANGES (7,910,632) ------------ $(7,912,852) ============ OTHER REVENUES ON BOOKS BUT NOT ON RETURN PART XII, LINE 2D DIRECT EXPENSE - EMPLOYEE CAFETERIA/VENDING MACHINES $ 324,499. REVENUE - RELATED ORGANIZATION 2,266,120. NET ASSETS RECLASSIFIED TO RESTORE DEFICIENCY 3,224. ----------- $ 2,587,395. ============ OTHER REVENUES ON RETURN BUT NOT ON BOOKS PART XII, LINE 4B RENTAL REVENUE - ELIMINATED ON CONSOLIDATED FINANCIAL STATEMENTS $903,633 NET LOSS ON DISPOSAL OF ASSET RECORDED ON BOOKS AS EXPENSE (3,103) --------- $903,530 ========= OTHER EXPENSES ON BOOKS BUT NOT ON RETURN PART XIII, LINE 2D DIRECT EXPENSE - EMPLOYEE CAFETERIA/VENDING MACHINES $ 324,499 EXPENSE - RELATED ORGANIZATION 1,794,716 LOSS ON DISPOSAL OF ASSET 3,103 POST-RETIREMENT CHANGES 7,910,632 ------------ $ 10,032,950 ============ OTHER EXPENSES ON RETURN BUT NOT ON BOOKS PART XIII, LINE 4B RENTAL EXPENSE - ELIMINATED ON CONSOLIDATED FINANCIAL STATEMENTS $903,633. FIN 48 FOOTNOTE PART X, LINE 2 Accounting principles generally accepted in the United States of America require management of an organization to evaluate income tax positions taken by the organization 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, 2010 there are no uncertain positions taken or expected to be taken that would require accrual of a liability in the consolidated financial statements. true ECONOMIC POLICY INSTITUTE 1333 H STREET NW SUITE 300 EAST TOWER WASHINGTON DC 200054707 521368964 501(C)(3) 30000 GENERAL SUPPORT SOME INC 71 O STREET NW WASHINGTON DC 20001 237098123 501(C)(3) 25000 GENERAL SUPPORT WORKING AMERICA 815 16TH STREET NW WASHINGTON DC 20006 200263611 501(C)(5) 50000 GENERAL SUPPORT TRUMKA LEADERSHIP COMMITTEE 8315 LEE HIGHWAY FAIRFAX VA 22031 270319748 15000 GENERAL SUPPORT NATIONAL DEMOCRATIC CLUB 30 IVY STREET SE WASHINGTON DC 20003 530233594 501(C)(7) 6000 GENERAL SUPPORT AFL-CIO 815 16TH STREET NW WASHINGTON DC 20006 530228172 501(C)(5) 35000 HEALTHCARE AWARENESS 2 4 JOHN T DONELON SCHOLARSHIPS 3 3000 WILLIAM C DOHERTY SCHOLARSHIPS 21 82000 MONITOR GRANT USE PART I, LINE 2 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. X true true false false false WILLIAM H YOUNG 147523 0 0 0 3134 0 27442 0 0 0 178099 0 0 0 FREDRIC V ROLANDO 171713 0 0 0 14706 0 105305 0 10441 0 302165 0 0 0 GARY H MULLINS 149601 0 0 0 14462 0 117196 0 10441 0 291700 0 0 0 JANE E BROENDEL 155943 0 0 0 14562 0 84234 0 10441 0 265180 0 0 0 GEORGE C MIGNOSI 146687 0 0 0 13757 0 82590 0 10441 0 253475 0 0 0 DALE P HART 149829 0 0 0 14450 0 146871 0 0 0 311150 0 0 0 TIMOTHY C O'MALLEY 140589 24810 0 0 680 120 173454 30610 8899 1570 323622 57110 0 0 ERNEST KIRKLAND 148721 0 0 0 13604 0 176513 0 0 0 338838 0 0 0 MYRA WARREN 0 146632 0 0 0 15350 46278 30428 0 10358 46278 202768 0 0 BRIAN E HELLMAN 148355 0 0 0 14102 0 78720 0 4649 0 245826 0 0 0 MANUEL L PERALTA JR 62482 0 0 0 51328 0 87898 0 10441 0 212149 0 0 0 PAUL PRICE 112608 0 0 0 7882 0 51235 0 10441 0 182166 0 0 0 NEAL TISDALE 106651 0 0 0 7879 0 57657 0 10441 0 182628 0 0 0 MICHAEL T WEIR 107241 0 0 0 7884 0 96351 0 10441 0 221917 0 0 0 PATRICK C CARROLL 106386 0 0 0 7889 0 66184 0 10441 0 190900 0 0 0 LUCIAN J DRASS 106049 0 0 0 7879 0 47663 0 0 0 161591 0 0 0 JUDITH WILLOUGHBY 107309 0 0 0 7884 0 64361 0 10441 0 189995 0 0 0 WILLIAM J LUCINI 104264 0 0 0 7884 0 76887 0 10441 0 199476 0 0 0 TIMOTHY W DOWDY 107783 0 0 0 7879 0 31512 0 4649 0 151823 0 0 0 JOHN J CASCIANO 108335 0 0 0 7889 0 63689 0 10441 0 190354 0 0 0 LAWRENCE CIRELLI 114339 0 0 0 7882 0 54446 0 10441 0 187108 0 0 0 JAMES W SAUBER 114621 0 1394 0 0 0 61752 0 11329 0 189096 0 0 0 STEVEN CZECHANSKI 110198 0 1262 0 0 0 68610 0 11329 0 191399 0 0 0 CALVIN I ENGEL 104604 631 700 0 428 0 53890 0 11328 0 170950 631 0 0 NICOLE RHINE 120990 0 0 0 7961 0 30464 0 4649 0 164064 0 0 0 ROGER W BLEDSOE 96758 0 0 0 7489 0 36562 0 10441 0 151250 0 0 0 DEFERRED COMPENSATION PART II, COLUMN C $1,378,696 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. MEMBERSHIP OF ORGANIZATION FORM 990, 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 FORM 990, 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 FORM 990, 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 FORM 990, PART VI, SECTION B, LINE 11A 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 FORM 990, 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 THEIR WEBSITE UNDER FACTS AND HISTORY. COMPENSATION OF OFFICERS AND TRUSTEES FORM 990, PART VI, SECTION B, LINE 15 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 THROUGH 2008. 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 FORM 990, PART VII, SECTION A, LINE 1A, COLUMN F $1,501,623 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. NALC ANNUITY TRUST FUND 20547 WAVERLY COURT ASHBURN VA 20149 526038252 PENSION FUND DC 401(A) NALC COMMITTEE ON LETTER CARRIERS POLITI 100 INDIANA AVE NW WASHINGTON DC 20001 521269023 POLITICAL ORG DC 527 NALC HEALTH BENEFIT PLAN FOR EMPLOYEES 20547 WAVERLY COURT ASHBURN VA 20149 541875242 BENEFIT PLAN VA 501(C)(9) NALCREST FOUNDATION INC PO BOX 6359 NALCREST FL 33856 591004167 RETIRE. CTR FL 501(C)(4) UNITED STATES LETTER CARRIERS MUTUAL BEN 100 INDIANA AVE NW WASHINGTON DC 20001 620476257 BENEFIT FUND TN 501(C)(5) NALC BUILDING CORPORATION 100 INDIANA AVE NW WASHINGTON DC 20001 530114650 HOLDING CO. DC 501(C)(2) false false false false false false false false false true true false true true true true false false