2022-11-04T15:59:15-05:00 2021-12-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2021-01-01 530114700 NATIONAL ACTIVE & RETIRED FEDERAL EMPLOYEES ASSOCIATION NATI 7038387760 606 N WASHINGTON STREET ALEXANDRIA VA 22314 KATHRYN HENSLEY NATIONAL SECRETARY/TREASURER 7038387760 2022-11-04 1 KATHRYN HENSLEY XXX-XX-XXXX FRANK H SMITH P00639053 2022274000 2022-11-03 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z KATHRYN HENSLEY 606 N WASHINGTON STREET ALEXANDRIA VA 22314 9795370 0 1599 X WWW.NARFE.ORG X 1921 DC PROTECT & IMPROVE THE RETIREMENT BENEFITS OF FEDERAL RETIREES, EMPLOYEES, AND THEIR FAMILIES. 12 0 52 7200 822984 205636 2168044 1699675 5846657 6161116 372111 715254 535885 800745 8922697 9376790 224 0 0 0 4231353 4092961 466266 484756 0 3605442 3784607 8303285 8362324 619412 1014466 12742450 13503074 4677728 4411598 8064722 9091476 TO SUPPORT LEGISLATION AND REGULATIONS BENEFICIAL TO FEDERAL CIVILIAN EMPLOYEES AND ANNUITANTS AND POTENTIAL ANNUITANTS UNDER ANY FEDERAL CIVILIAN RETIREMENT SYSTEM AND TO OPPOSE THOSE DETRIMENTAL TO THEIR INTEREST. 0 0 FEDERAL BENEFITS AND RETIREMENT PLANS ARE UNIQUE, COMPLEX AND SUBJECT TO CHANGE. NARFE PROVIDES BOTH FEDERAL WORKERS AND RETIREES WITH THE CLEAR, RELIABLE AND ACCESSIBLE COUNSEL THEY NEED TO MAKE CRITICAL DECISIONS AND GAIN CONFIDENCE IN A SECURE FUTURE. NARFE WEBINARS, TRAINING CONFERENCES, MAGAZINE, ONLINE BENEFIT RESOURCE LIBRARY, AND INDIVIDUAL COUNSELING SERVICES ALL OFFER IN-DEPTH EXPERTISE ON KEY ISSUES. MEMBERSHIP DUES SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION BY DELIVERING INFORMATION AND RESOURCES, IN BOTH PRINT AND DIGITAL FORMATS, DESIGNED FOR THE FEDERAL COMMUNITY. LEGISLATIVE AND BENEFITS EXPERTS PROVIDE INSIGHT AND GUIDANCE THAT ENABLE MEMBERS TO UNDERSTAND AND MAXIMIZE THEIR FEDERAL BENEFITS AND ADVOCATE ON BEHALF OF AMERICA'S CIVIL SERVANTS BEFORE LEGISLATORS. NARFE'S ADVOCACY PROGRAM IS ADVANCED IN CONGRESS AND IN THE ADMINISTRATION BY A TEAM OF REGISTERED LOBBYISTS BACKED BY AN INFORMED NETWORK OF GRASSROOTS ACTIVISTS IN EVERY STATE AND CONGRESSIONAL DISTRICT, AS WELL AS A MEMBER-SUPPORTED POLITICAL ACTION COMMITTEE. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 37 0 1 52 0 1 1 0 0 0 1 1 0 0 0 0 0 X 12 0 0 0 0 0 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 0 VA X KATHRYN HENSLEY 7038387760 606 N WASHINGTON STREET ALEXANDRIA VA 22314 BARBARA SIDO EXECUTIVE DIRECTOR 40.00 X 276589 0 15425 JOHANN DE CASTRO STAFF VICE PRESIDENT 40.00 X 163471 0 12936 JESSICA KLEMENT STAFF VICE PRESIDENT 40.00 X 166508 0 6520 HELEN MOSHER STAFF VICE PRESIDENT 40.00 X 155228 0 28216 JOHN HATTON STAFF VICE PRESIDENT 40.00 X 122190 0 25908 DAVID BOWMAN SR. DIRECTOR 40.00 X 103173 0 8321 ANITA NELSON DIRECTOR 40.00 X 103131 0 19339 KENNETH J THOMAS NATIONAL PRESIDENT 40.00 X X 129581 0 0 KATHRYN E HENSLEY NATIONAL SECRETARY/TREASURER 40.00 X X 115849 0 0 RODNEY ADELMAN REGIONAL VICE PRESIDENT 20.00 X 28110 0 0 CINDY R BLYTHE REGIONAL VICE PRESIDENT 20.00 X 28110 0 0 ROBERT L HELFRICH REGIONAL VICE PRESIDENT 20.00 X 28110 0 0 MARSHALL L RICHARDS REGIONAL VICE PRESIDENT 20.00 X 28110 0 0 JAMES C RISNER REGIONAL VICE PRESIDENT 20.00 X 14426 0 0 CLARENCE ROBINSON REGIONAL VICE PRESIDENT 20.00 X 28110 0 0 WILLIAM SHACKELFORD REGIONAL VICE PRESIDENT 20.00 X 28110 0 0 LINDA SILVERIO - EFFECTIVE 01012021 REGIONAL VICE PRESIDENT 20.00 X 28110 0 0 GARY ROUNDTREE - EFFECTIVE 01012021 REGIONAL VICE PRESIDENT 20.00 X 28110 0 0 ROBERT RUSKAMP - EFFECTIVE 01012021 REGIONAL VICE PRESIDENT 20.00 X 28110 0 0 1603136 0 116665 9 0 1 0 LSC COMMUNICATION US LLC PO BOX 932987 CLEVELAND OH 44193 PRINTERS FOR THE NARFE MAGAZINE 568576 EDGE DIRECT LLCBARTON COTTON PO BOX 840 TULSA OK 74101 FUNDRAISING 505035 MARKETING GENERAL INC 625 N WASHINGTON STREET ALEXANDRIA VA 22314 MEMBERSHIP ADVERTISING 435169 BANK OF AMERICA PO BOX 15731 WILIMINGTON DE 198865731 CORPORATE CREDIT CARD 136484 4-CP 320 KENDIGS MILL ROAD OWINGS MILLS MD 21117 PRINTER 120194 6 1699675 1699675 MEMBERSHIP DUES 900099 5044408 5044408 SPONSORS/ADVERTISING 541800 923984 822984 101000 SEMINARS/CONFERENCES 900099 191050 191050 OTHER PROGRAM SERVICE INCOME 900099 1674 1674 6161116 597884 597884 670242 670242 535950 418580 117370 117370 117370 ADMINISTRATIVE FEE 900099 103851 103851 OTHER INCOME 900099 26652 26652 130503 9376790 5237132 822984 1616999 512849 2852699 79097 458337 189979 3590 85416 29170 102134 484756 529430 433011 1431856 208683 187412 15944 210645 5188 211320 42072 UBI TAXES 128673 PUBLICATIONS & SUBS. 144181 STAFF DEVELOPMENT 7793 RECRUITING FEES 4433 3656 8362324 621570 1097804 130478 83025 404 2732 300233 154284 185011 139964 7382408 4889184 2656941 2493224 8760053 9532041 87760 0 12742450 13503074 787017 608353 3590006 3802655 300000 705 590 4677728 4411598 X 8023475 9052346 41247 39130 8064722 9091476 12742450 13503074 1014466 12288 0 X 0 1 X 1 0 1 0 0 700000 700000 4616216 2948874 1667342 1421388 1314515 106873 644804 625795 19009 2493224 DUE TO RELATED ORGANIZATION 590 590 X PART X, LINE 2: NARFE PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2021, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. X X X 1 EDGE DIRECT LLC PO BOX 840 TULSA OK 74101 CALENDAR, NOTE CARD, NOTE PAD, HOLIDAY CARDS 0 1599804 505035 1094769 1599804 505035 1094769 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X X X X 0 0 0 BARBARA SIDO EXECUTIVE DIRECTOR 276589 0 0 0 0 0 9918 0 5507 0 292014 0 0 0 JOHANN DE CASTRO STAFF VICE PRESIDENT 163471 0 0 0 0 0 5871 0 7065 0 176407 0 0 0 JESSICA KLEMENT STAFF VICE PRESIDENT 166508 0 0 0 0 0 5989 0 531 0 173028 0 0 0 HELEN MOSHER STAFF VICE PRESIDENT 155228 0 0 0 0 0 5575 0 22641 0 183444 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 NARFE HAS MEMBERS THAT PAY DUES. VOTING MEMBERSHIP CATEGORIES INCLUDE CHAPTER, NATIONAL-ONLY, HONORARY, AND DISTINGUISHED. ALL VOTING MEMBERS HAVE ALL PRIVILEGES OF MEMBERSHIP INCLUDING THE RIGHT TO VOTE AND HOLD OFFICE. FORM 990, PART VI, SECTION A, LINE 7A VOTING MEMBERS OF NARFE ELECT MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B BALLOT VOTE BY THE MEMBERSHIP IS REQUIRED FOR THE ELECTION OF NATIONAL OFFICERS AND REGIONAL VICE PRESIDENTS (RVPS), CHANGES TO NATIONAL DUES, CHANGES IN COMPENSATION FOR NATIONAL OFFICERS AND RVPS, AND ADOPTION OF BYLAWS AMENDMENTS. A TWO THIRDS VOTE IS REQUIRED FOR APPROVAL OF ANY RESOLUTION OR REPORT THAT RECOMMENDS CHANGES IN DUES OR THE COMPENSATION OF THE NATIONAL OFFICERS OR OF THE RVPS. FORM 990, PART VI, SECTION B, LINE 11B ALL MEMBERS OF THE GOVERNING BODY ARE PROVIDED A COPY OF THE FINAL DRAFT 990 BEFORE SIGNATURE FOR REVIEW. SEVERAL COPIES OF THE FORMS ARE KEPT IN THE OFFICES OF THE NATIONAL SECRETARY/TREASURER AND THE DIRECTOR OF BUDGET AND FINANCE. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE GOVERNING BODY ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST AS POTENTIAL MATTERS ARISE. EACH NARFE OFFICER AND DIRECTOR SHALL ANNUALLY (AND PRIOR TO TAKING OFFICE AS AN OFFICER OR A DIRECTOR, AS APPLICABLE) SIGN AND FILE WITH THE NARFE SECRETARY A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: 1. HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; 2. HAS READ AND UNDERSTANDS THE POLICY; 3. HAS AGREED TO COMPLY WITH THE POLICY; AND 4. UNDERSTANDS THAT NARFE IS A NONPROFIT ORGANIZATION AND THAT, IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. 5. BY PARTICIPATING AS A NARFE OFFICER OR DIRECTOR, WILL NOT BE IN CONFLICT WITH ANY OTHER CONFLICT OF INTEREST REQUIREMENTS, INCLUDING, WITHOUT LIMITATION, THOSE ARISING FROM FEDERAL, STATE, LOCAL AND PROFESSIONAL LICENSING BOARD (E.G., STATE ATTORNEY BARS AND MEDICAL BOARDS) POLICIES, LAWS, OR ETHICS CODES, APPLICABLE TO SUCH PERSON. THE SECRETARY SHALL PROVIDE TO EACH BOARD MEMBER A COPY OF THEIR OWN COMPLETED FORMS AND MAKE FORMS AVAILABLE TO THE COMPLIANCE OFFICER UPON REQUEST TO THE SECRETARY. SUCH FORMS SHALL BE KEPT IN THE HEADQUARTERS OFFICE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR COMPENSATION IS SET BY THE BOARD. THE COMMITTEE USES SURVEYS AND OTHER COMPENSATION STUDIES FOR SIMILAR SIZE AND KIND OF ORGANIZATION. THE COMMITTEE THEN RECOMMENDS TO THE BOARD THE COMPENSATION OF THE EXECUTIVE DIRECTOR, ANNUALLY. THE LAST REVIEW WAS DONE IN MAY 2021. THE SALARIES FOR KEY EMPLOYEES ARE ARRIVED AT FROM SALARY SURVEYS AND MARKET VALUE FOR THE SAME POSITION IN SIMILAR ORGANIZATION. THE EXECUTIVE DIRECTOR, WITH ASSISTANCE FROM THE HUMAN RESOURCE DEPARTMENT, MAKE THE DECISION. FORM 990, PART VI, SECTION C, LINE 19 SEVERAL COPIES OF THE FORMS ARE KEPT IN THE OFFICE OF THE NATIONAL SECRETARY/TREASURER AND THE DIRECTOR OF BUDGET AND FINANCE FOR REVIEW BY THE PUBLIC UPON REQUEST. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC JESSICA KLEMENT - 516 D STREET, NE, WASHINGTON, DC 20002. NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION PAC 606 N WASHINGTON STREET ALEXANDRIA VA 22314 521184448 POLITICAL ACTIVITIES VA 527 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0