2023-10-11T08:58:56-05:00 2023-06-30 111986323 MARCUM LLP 1899 L STREET NW 850 WASHINGTON DC 20036 990 2022-07-01 530116149 NATIONAL RURAL LETTER CARRIERS' ASSOCIATION NATI 7037978409 1630 DUKE STREET ALEXANDRIA VA 223143467 THOMAS TURNER SECRETARY-TREASURER 7037978409 2023-10-06 1 THOMAS TURNER 999009999 1 AARON M FOX P01365820 2028225000 2023-10-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z NRLCA DONALD MASTON 1630 DUKE STREET ALEXANDRIA VA 223143467 49197249 0 2377 X WWW.NRLCA.ORG X 1903 VA THE ASSOCIATION WORKS TO ORGANIZE AND CREATE A UNITED FORCE, ADVANCE THE INTEREST OF ALL MEMBERS, ENSURE JOB SECURITY, AND ENHANCE OPPORTUNITIES. THE ASSOCIATION SEEKS TO ASSIST ITS MEMBERS TO ACHIEVE THEIR HIGHEST ASPIRATIONS. THE OBJECT OF THE ASSOCIATION IS TO IMPROVE CONDITIONS OF LABOR WITH USPS, ADVANCE THE METHODS USED BY RURAL LETTER CARRIERS AND PROMOTE FRATERNAL SPIRIT AMONG ITS MEMBERS. 9 0 418 0 44328 0 0 0 39467562 41969711 199740 1512610 10901935 5693005 50569237 49175326 1000 1266400 0 0 24436242 28711955 0 0 0 15161778 13822008 39599020 43800363 10970217 5374963 52984479 58544156 13625172 13814676 39359307 44729480 X THE PURPOSE OF THE NRLCA SHALL BE TO IMPROVE METHODS USED BY RURAL MAIL CARRIERS, TO COOPERATE WITH THE U.S. POSTAL SERVICE AND THE PUBLIC FOR THE GOOD OF THE SERVICE, TO PROMOTE A FRATERNAL SPIRIT AMONG ITS MEMBERS, AND TO BENEFIT THEIR CONDITION OF LABOR. 0 0 INSURANCE PROGRAMS OFFERED BY THE NRLCA PROVIDED ITS 108,283 MEMBERS THE OPPORTUNITY TO PARTICIPATE IN ITS HEALTH, AUTO, HOMEOWNERS, AND OTHER TYPES OF INSURANCE PROGRAMS. THE 118TH NATIONAL CONVENTION OF NRLCA WAS HELD IN ORLANDO, FL SEPTEMBER 6-9, 2022. HISTORICALLY, ATTENDEES GATHERED TO PLAN, DISCUSS, AND DISSEMINATE INFORMATION REGARDING THE ISSUES, CONCERNS, AND FUTURE GOALS OF THE POSTAL WOK FORCE. IN ADDITION, REPRESENTATIVES FROM EACH STATE TO PARTICIPATE IN THE ANNUAL ELECTION OF NRLCA'S OFFICERS AS PART OF THE ANNUAL CONVENTION. PUBLICATIONS: 10 ISSUES OF "THE NATIONAL RURAL LETTER CARRIER" ARE PUBLISHED AND DISSEMINATED TO THE 108,283 CURRENT MEMBERS OF THE ORGANIZATION ON A MONTHLY BASIS TO INFORM AND UPDATE MEMBERS ON POSTAL REGULATIONS, CONTRACT NEGOTIATIONS, AND OTHER MATTERS PERTAINING TO RLCA AND THE POSTAL SERVICE. NATIONAL STEWARD SYSTEM: REPRESENTATION PROVIDED FOR IN THE NATIONAL AGREEMENT IS ACCOMPLISHED THROUGH THE NATIONAL STEWARD SYSTEM. NRLCA REPRESENTATIVES/STEWARDS PROCESS GRIEVANCES AND APPEALS THROUGH THE GRIEVANCE-ARBITRATION PROCEDURE. 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 279 0 1 418 1 1 1 0 0 0 1 1 0 0 0 0 0 X 9 0 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X NATIONAL RURAL LETTER CARRIERS ASSOCIATION 7037978409 1630 DUKE STREET ALEXANDRIA VA 233143467 RONNIE STUTTS PRESIDENT 60.00 X X 188516 0 25673 DON MASTON VICE PRESIDENT 60.00 X X 173219 0 45084 CLIFFORD DAILING SECRETARY-TREASURER 60.00 X X 156960 0 62232 DAVID HEATHER DIRECTOR OF LABOR RELATIONS 60.00 X X 156960 0 44214 SUSAN KNAPP DIRECTOR OF STEWARD OPERATIONS 60.00 X X 173413 0 40028 DENNIS CONLEY EXECUTIVE COMMITTEEMAN 60.00 X X 123286 0 13053 SHIRLEY BAFFA DIRECTOR OF STEWARD OPERATIONS 60.00 X X 150264 0 27995 PATRICK PITTS EXECUTIVE COMMITTEEMAN 60.00 X X 153558 0 27641 JEANETTE DWYER EXECUTIVE COMMITTEEMAN 60.00 X X 141022 0 15422 JOHN ADAMS EXECUTIVE COMMITTEEMAN-UNTIL 09/22 60.00 X X 76932 0 7899 CHESTER PHILLIPS EXECUTIVE COMMITTEEMAN-UNTIL 09/22 60.00 X X 101971 0 7663 BRIDGET BOSEAK DIRECTOR OF LABOR RELATIONS-UNTIL 09/22 60.00 X X 105543 0 8111 THOMAS TURNER SECRETARY-TREASURER-UNTIL 09/22 60.00 X X 46998 0 12277 RICHARD MOZIER CONTROLLER 40.00 X 175551 0 19911 PAUL SWARTZ DIRECTOR OF GOVERNMENT AFFAIRS 60.00 X 159686 0 19188 DEBRA MADDOX DISTRICT REPRESENTATIVE 40.00 X 128956 0 17555 TERRY MINER REGIONAL REPRESENTATIVE 40.00 X 128971 0 19468 SHERWOOD ALLAN JONES LABOR RELATIONS ANALYST 40.00 X 128971 0 19181 DEBORAH WILLIAMS REGIONAL REPRESENTATIVE 40.00 X 126335 0 25895 TAREICE LEE HR MANAGER 60.00 X 123617 0 11904 2720729 0 470394 99 0 1 0 PEER GAN & GISLER LLP 1730 RHODE ISLAND AVE NW WASHINGTON DC 20036 LEGAL SERVICES 890612 MILES TECHNOLOGY 300 WEST ROUTE 38 MOORESTOWN NJ 08057 NETWORK & COMPUTER 477856 DOYLE PRINTING 5206 46TH AVENUE HYATTSVILLE MD 20781 PRINTING 178152 3 MEMBERSHIP DUES 900099 41855884 41855884 PUBLICATIONS 513190 52844 23606 29238 CONVENTION 900099 30804 30804 INSURANCE ADMINISTRATION 524298 30179 15089 15090 41969711 598844 598844 5422727 5422727 935689 21923 913766 913766 913766 FEDERAL PLAN REIMBURSEMENT 524298 212632 212632 REIMBURSEMENT FROM AUXILIARY 900099 47473 47473 MISCELLANEOUS 900099 10173 10173 270278 49175326 42195661 44328 6935337 1266400 3103567 20058874 78850 3783286 1687378 888279 87537 1792917 861896 351107 1111120 4202700 932 474234 362955 POSTAGE 922745 PRINTING 881734 PROMOTIONAL ALLOWANCES 625544 REPAIRS AND MAINTENANCE 504830 753478 43800363 19823798 5855921 23401575 42056163 2957293 2515865 466572 441211 13118996 6840947 5138271 6278049 1196970 1396947 52984479 58544156 1899580 1586997 93536 108443 11632056 12119236 13625172 13814676 X 39359307 44729480 39359307 44729480 52984479 58544156 X 5374963 -4790 X X 0 1 X 1 0 NATIONAL RURAL LETTERS CARRIER'S ASSOCIATION NATIONAL RURAL LETTERS CARRIERS AS ALEXANDRIA VA 22314 900032751 0 0 1 0 0 3008889 3008889 4693603 2829892 1863711 3713235 2966531 746704 1415623 843744 571879 287646 200780 86866 6278049 DUE TO STATE CHAPTERS 3314796 DEFERRED COMPENSATION 1396947 ACCRUED ANNUAL & SICK LEAVES 5373192 ACCRUED POSTRETIREMENT BENEFITS 1735000 PAYABLE TO INSURANCE CARRIERS 299301 12119236 X 49175326 0 49175326 0 49175326 43800363 0 43800363 0 43800363 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM THE PAYMENT OF INCOME TAXES ON ITS EXEMPT ACTIVITIES UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE (THE IRC). AS SINGLE-MEMBER LLCS, 1630 DUKE STREET, LLC, 4863 OLD DOMINION DRIVE, LLC, 918 HARRISON CIRCLE, LLC, 6704 ORDSALL STREET, LLC, 6691 ORDSALL STREET, LLC, 3557 DREWS COURT, LLC, 3455 SUN UP WAY, LLC, AND 6512 GRETNA GREEN WAY, LLC ARE DISREGARDED AS SEPARATE TAX REPORTING ENTITIES AND THEIR INCOME AND EXPENSES ARE INCLUDED IN THE TAX RETURNS OF THE ASSOCIATION. 0 POSTAL EMPLOYEES RELIEF FUND PO BOX 41220 WOODBRIDGE VA 22195 521666010 501(C)(3) 50000 0 POSTAL CARRIER RELIEF NRLA VEBA TRUST 1630 DUKE STREET ALEXANDRIA VA 22314 465090278 501(C)(9) 1200000 0 PROGRAM SUPPORT 1 1 X 0 0 X X 0 0 0 CLIFFORD DAILING SECRETARY-TREASURER 156960 0 0 0 0 0 12468 0 49764 0 219192 0 0 0 DON MASTON VICE PRESIDENT 163727 0 0 0 9492 0 12710 0 32374 0 218303 0 0 0 RONNIE STUTTS PRESIDENT 171302 0 0 0 17214 0 0 0 25673 0 214189 0 0 0 SUSAN KNAPP DIRECTOR OF STEWARD OPERATIONS 156960 0 0 0 16453 0 11722 0 28306 0 213441 0 0 0 DAVID HEATHER DIRECTOR OF LABOR RELATIONS 156960 0 0 0 0 0 13216 0 30998 0 201174 0 0 0 RICHARD MOZIER CONTROLLER 160145 0 0 0 15406 0 8007 0 11904 0 195462 0 0 0 PATRICK PITTS EXECUTIVE COMMITTEEMAN 141022 0 0 0 12536 0 12229 0 15412 0 181199 0 0 0 PAUL SWARTZ DIRECTOR OF GOVERNMENT AFFAIRS 159686 0 0 0 0 0 7284 0 11904 0 178874 0 0 0 SHIRLEY BAFFA DIRECTOR OF STEWARD OPERATIONS 147539 0 0 0 2725 0 12420 0 15575 0 178259 0 0 0 JEANETTE DWYER EXECUTIVE COMMITTEEMAN 141022 0 0 0 0 0 0 0 15422 0 156444 0 0 0 DEBORAH WILLIAMS REGIONAL REPRESENTATIVE 126335 0 0 0 0 0 11800 0 14096 0 152231 0 0 0 PART I, LINE 1A PER THE CONSTITUTION OF THE NATIONAL RURAL LETTER CARRIERS' ASSOCIATION, RESIDENT OFFICERS SHALL BE FURNISHED LIVING QUARTERS IN THE WASHINGTON D.C. AREA. HOUSING EXPENSES PAID ON BEHALF OF THE NATIONAL OFFICERS FOR, THE CONVENIENCE OF NRLCA WERE: RONNIE STUTTS: $18,791 DON MASTON: $18,234 THOMAS TURNER: $6,683 BRIDGET BOSEAK: $2,859 SHIRLEY BAFFA: $4,445 CLIFFORD DAILING: $34,966 DAVID HEATHER: $16,130 SUSAN KNAPP: $13,498 NO PORTION OF THE HOUSING BENEFIT WAS REPORTED AS TAXABLE COMPENSATION TO ANY OF THE LISTED PERSONS. PART I, LINE 1B NRLCA DOES NOT HAVE A FORMAL WRITTEN POLICY REGARDING OFFICER HOUSING PAYMENTS. OFFICERS DO NOT RECEIVE FIXED HOUSING ALLOWANCES; RATHER, HOUSING EXPENDITURES ARE PAID DIRECTLY BY THE ASSOCIATION ON BEHALF OF THE OFFICER ON AN AS-NEEDED BASIS. FORM 990, PART VI, SECTION A, LINE 6 NRCLA HAS FIVE CLASSES OF MEMBERS: (1) BARGAINING UNIT MEMBERS; (2) RETIRED MEMBERS; (3) ASSOCIATE MEMBERS; (4) RETIRED ASSOCIATE MEMBERS; AND (5) HONORARY MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBERSHIP CLASSIFICATION OF NRCLA HAS THE FOLLOWING VOTING RIGHTS, AS DEFINED BY ITS CONSTITUTION: A.) BARGAINING UNIT MEMBERS - MEMBERS IN GOOD STANDING ARE ENTITLED TO ALL VOTING RIGHTS AND TO HOLD BOTH ELECTIVE AND APPOINTIVE OFFICE AT ALL LEVELS OF THE ASSOCIATION. B.) RETIRED MEMBERS - MEMBERS IN GOOD STANDING ARE ENTITLED TO ALL VOTING RIGHTS WITH THE EXCEPTION OF RATIFICATION OF NATIONAL AGREEMENTS. RETIRED MEMBERS MAY NOT BE ELECTED TO NATIONAL OFFICE. C.) ASSOCIATE MEMBERS - MEMBERS SHALL NOT BE ENTITLED TO VOTE OR HOLD ELECTIVE OR APPOINTIVE OFFICE. D.) RETIRED ASSOCIATE MEMBERS - MEMBERS SHALL NOT BE ENTITLED TO VOTE OR HOLD ELECTIVE OR APPOINTIVE OFFICE. E.) HONORARY MEMBERS - MEMBERS SHALL NOT BE ENTITLED TO VOTE OR HOLD ELECTIVE OR APPOINTIVE OFFICE. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO THE APPROVAL OF THE MEMBERS. AMENDMENTS TO THE NRLCA CONSTITUTION & BYLAWS ARE ALSO APPROVED BY THE MEMBERSHIP AT THE ANNUAL NATIONAL CONVENTION. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED INTERNALLY BY THE NRLCA CONTROLLER, WHO IS A CERTIFIED PUBLIC ACCOUNTANT, USING THE AUDITED TRIAL BALANCE. ONCE THE INITIAL DRAFT IS COMPLETED, IT IS REVIEWED BY THE SECRETARY-TREASURER, AUDITORS, AND THE OTHER NATIONAL OFFICERS. ONCE APPROVED, THE ANNUAL 990, APPLICABLE SCHEDULES, AND ANY OTHER RELATED TAX RETURNS ARE FILED TIMELY. FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER IS REQUIRED TO COMPLETE AN ANNUAL QUESTIONNAIRE DISCLOSING ANY DIRECT OR INDIRECT POTENTIAL CONFLICTS OF INTEREST. THE SECRETARY-TREASURER REVIEWS THESE QUESTIONNAIRES, RAISING ANY ISSUES OR CONCERNS WITH THE OTHER NATIONAL OFFICERS. THIS QUESTIONNAIRE IS REVIEWED AS PART OF THE ANNUAL AUDIT PROCESS. FORM 990, PART VI, SECTION B, LINE 15 THE FINANCE COMMITTEE SUBMITS RECOMMENDATIONS FOR OFFICERS' SALARIES, BENEFITS, AND EXPENSES. THESE RECOMMENDATIONS CONSIDER A NUMBER OF FACTORS, INCLUDING THE FOUR USPS CRAFTS. THE RECOMMENDATIONS OF THE FINANCE COMMITTEE ARE PRESENTED FOR A VOTE BY THE MEMBERSHIP AS PART OF THE ANNUAL APPROVAL OF THE CONSTITUTION OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE CONSTITUTION IS MADE AVAILABLE TO EACH MEMBER ANNUALLY. THEY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE CONFLICT OF INTEREST POLICY AND THE AUDITED FINANCIAL STATEMENTS ARE ALSO MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: ADJUSTMENT FOR RCBP -4,790. FORM 990, PART XII, LINE 2C: THERE WAS NO CHANGE TO THE OVERSIGHT PROCESS FROM THE PREVIOUS YEAR. THE FINANCE COMMITTEE HAS OVERSIGHT OF THE SELECTION OF THE AUDITORS AS WELL AS THE AUDIT PROCESS. 1630 DUKE STREET LLC 1630 DUKE STREET ALEXANDRIA VA 22314 TITLE HOLDER OF NRLCA'S HEADQUARTERS BUILDING VA 0 2821599 NRLCA 4863 OLD DOMINION DRIVE LLC 1630 DUKE STREET ALEXANDRIA VA 22314 TITLE HOLDER OF NRLCA'S OFFICER'S HOUSE VA 0 0 NRLCA 6704 ORDSALL STREET LLC 1630 DUKE STREET ALEXANDRIA VA 22314 TITLE HOLDER OF NRLCA'S OFFICER'S HOUSE VA 0 86229 NRLCA 6691 ORDSALL STREET LLC 1630 DUKE STREET ALEXANDRIA VA 22314 TITLE HOLDER OF NRLCA'S OFFICER'S HOUSE VA 0 77016 NRLCA 3557 DREWS COURT LLC 1630 DUKE STREET ALEXANDRIA VA 22314 TITLE HOLDER OF NRLCA'S OFFICER'S HOUSE VA 0 406986 NRLCA 6512 GRETNA GREEN WAY LLC 1631 DUKE STREET ALEXANDRIA VA 22314 TITLE HOLDER OF NRLCA'S OFFICER'S HOUSE VA 0 879505 NRLCA 3455 SUN UP WAY LLC 1630 DUKE STREET ALEXANDRIA VA 22314 TITLE HOLDER OF NRLCA'S OFFICER'S HOUSE VA 0 601265 NRLCA NATIONAL RURAL LETTER CARRIERS' ASSN PAC 1630 DUKE ST ALEXANDRIA VA 22314 900032751 LOBBYING & POLITICAL VA 527 NRLCA 0 NRLCA VEBA TRUST 1630 DUKE ST ALEXANDRIA VA 22314 465090278 HEALTH PLAN VA 501(C )5 NRLCA 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 NRLCA VEBA TRUST B 1200000 BOOK