2025-08-18T12:30:42-05:00 2024-12-31 260794367 UHY ADVISORS MID-ATLANTIC INC 7900 WESTPARK DR SUITE T420 MCLEAN VA 22102 990 2024-01-01 591588825 NATIONAL RIGHT TO WORK LEGAL DEFENSE AND EDUCATION FOUNDATION INC NATI 7033218510 8001 BRADDOCK RD 600 SPRINGFIELD VA 22160 MARK A MIX PRESIDENT 7033218510 2025-08-14 1 0 BARRY G THOMAS P01304362 7038932660 2024 2025-03-06 01:10:19Z ALSO KNOWN AS NATIONAL RIGHT TO WORK LEGAL DEFENSE FOUNDATION INC MARK A MIX 8001 BRADDOCK RD 600 SPRINGFIELD VA 22160 18586000 0 X WWW.NRTW.ORG X 1975 NC LEGAL AID DEFENDING WORKERS FROM ABUSES OF COMPULSORY UNIONISM. 15 14 44 14 0 0 4536769 5553436 31050 3000 987196 3270383 78508 78508 5633523 8905327 11500 32750 0 0 5600220 5691408 0 0 564524 1461542 1771378 7073262 7495536 -1439739 1409791 40601123 43732100 1800541 2201941 38800582 41530159 X THE FOUNDATION IS A NONPROFIT, TAX-EXEMPT, CHARITABLE ORGANIZATION PROVIDING FREE LEGAL AID TO EMPLOYEES WHOSE HUMAN OR CIVIL RIGHTS HAVE BEEN VIOLATED BY ABUSES OF COMPULSORY UNIONISM. THE FOUNDATION SUPPORTS LITIGATION TO ENFORCE AND EXPAND EMPLOYEES' LEGAL RIGHTS AND PROTECTIONS AGAINST FORCED UNIONISM, AND CONDUCTS A PROGRAM TO EDUCATE AND INFORM THE PUBLIC ABOUT SUCH ISSUES. 0 0 4387771 3000 THE FOUNDATION PROVIDES LEGAL ASSISTANCE TO WORKERS SUFFERING FROM ABUSES OF COMPULSORY UNIONISM IN HUNDREDS OF CASES NATIONWIDE. DURING 2024, FOUNDATION STAFF ATTORNEYS HANDLED 267 CASES AND REPRESENTED 296 CLIENTS. IN 2024, 135 OF THE CASES HANDLED ASSISTED EMPLOYEES WITH THE EXERCISE OF THEIR RIGHTS UNDER 29 USC SECTION 159(C). 1430878 32750 THE FOUNDATION CONDUCTS A PROGRAM OF INFORMING WORKERS, FOUNDATION SUPPORTERS, AND THE PUBLIC OF WORKERS' RIGHTS TO BE FREE FROM ABUSES OF COMPULSORY UNIONISM AND OF LEGAL RECOURSE AVAILABLE TO WORKERS TO SECURE SUCH RIGHTS. 361178 THE FOUNDATION CONDUCTS AN EDUCATIONAL PROGRAM, INCLUDING PUBLICATIONS AND SPONSORING DISCUSSION GROUPS, FORUMS, PANELS AND LECTURES, AND MAY PROVIDE EDUCATIONAL AID THROUGH SCHOLARSHIPS, GRANTS OR OTHER FORMS OF FINANCIAL ASSISTANCE TO NEEDY OR MERITORIOUS STUDENTS, PARTICULARLY THOSE WHO REQUIRE ASSISTANCE BECAUSE THEIR PARENTS' JOBS OR JOB OPPORTUNITIES HAVE BEEN CURTAILED OR DENIED AS A RESULT OF COMPULSORY UNIONISM, AND STUDENTS WHO HAVE DEMONSTRATED AN ACTIVE INTEREST IN DEFENDING HUMAN AND CIVIL RIGHTS SECURED BY LAW. 6179827 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 7 0 1 44 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 14 1 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 0 0 AL AR CA CT GA IL KY MA MD MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN WA WV X THE FOUNDATION 7033218510 8001 BRADDOCK RD 600 SPRINGFIELD VA 22160 MARK A MIX TRUSTEE/PRESIDENT 37.50 X X 221316 0 33197 STEVE ANTOSH TRUSTEE 0.40 X 0 0 0 PATTY BUFFETT TRUSTEE 0.40 X 0 0 0 SANDRA CRANDALL TRUSTEE/CHAIRMAN 1.00 X X 0 0 0 WILLIAM H DUROSS III TRUSTEE 20.00 X 26692 0 4004 BRENT L REYNOLDS TRUSTEE/VICE CHAIRMAN 1.00 X X 0 0 0 MARK MCGRANE TRUSTEE 0.40 X 0 0 0 DUNCAN SCOTT TRUSTEE 0.40 X 0 0 0 VICTOR SENESE TRUSTEE 1.00 X 0 0 0 WILLIAM WALDOCK TRUSTEE 0.40 X 0 0 0 RAYMOND J LAJEUNESSE JR TRUSTEE 0.40 X 0 0 0 TERRY CAMPO TRUSTEE 0.40 X 0 0 0 DAVID WARRINGTON TRUSTEE 0.40 X 0 0 0 CARIE STEPHENS TRUSTEE 0.40 X 0 0 0 STEFAN GLEASON TRUSTEE 0.40 X 0 0 0 PATRICK T SEMMENS VP 40.00 X 164999 0 36617 E DON LOOS VP 37.50 X 143479 0 25515 WILLIAM L MESSENGER VP/SEC-TREAS/LGL DIR 40.00 X 243904 0 54170 G TAUBMAN STAFF ATTORNEY 40.00 X 219113 0 33558 M CHAPPELL STAFF ATTORNEY 40.00 X 209355 0 43227 R CLAIR CORP COUNSEL 40.00 X 208090 0 53804 WJ YOUNG STAFF ATTORNEY 40.00 X 178376 0 61034 A FREEMAN ASSOC CORP COUNSEL 40.00 X 182299 0 39608 1797623 0 384734 21 0 1 0 BIGEYE DIRECT PO BOX 710865 OAK HILL VA 22031 PRINTING AND MAILING 412382 MERRILL LYNCH 11951 FREEDOM DRIVE SUITE 1750 RESTON VA 20193 INVESTMENT MANAGEMENT 216478 THOMSON REUTERS PO BOX 6292 CAROL STREAM IL 60197 LEGAL RESEARCH SUBSCRIPTION 127261 3 5553436 1044601 5553436 COURT AWARDED FEES 541100 3000 3000 3000 995367 995367 78508 0 78508 78508 78508 11955689 9680673 2275016 2275016 2275016 8905327 3000 0 3348891 X 31750 31750 1000 1000 953893 869363 71702 12828 3680322 3361232 269243 49847 501300 455793 39383 6124 239223 211728 24046 3449 316670 289478 22631 4561 24319 20478 3841 24750 24750 217473 217473 51200 51200 824200 398946 39634 385620 198505 181294 14522 2689 90806 69881 20038 887 35122 32127 2527 468 5026 4590 368 68 MAILING SERVICES 134970 39013 95957 DUES AND SUBSCRIPTIONS 125305 123813 1027 465 DATA PROCESSING 22767 21206 1561 LITIGATION COSTS 16935 16935 7495536 6179827 751185 564524 X 196153 183685 0 12468 45458 101586 4693614 3899595 194350 630000 33276 2008 133139 132569 1067684 556434 523388 511250 33296563 36305102 1681335 2149990 40601123 43732100 1400034 1429125 400507 772816 1800541 2201941 X 29719499 31221230 9081083 10308929 38800582 41530159 40601123 43732100 1409791 1319786 0 X 0 1 X 1 0 X 9806234 7051770 6363381 4536769 5553436 33311590 9806234 7051770 6363381 4536769 5553436 33311590 5475116 27836474 592807 619509 680088 993062 1073875 3959341 1046891 320659 81160 31050 3000 1482760 38753691 0.71830 0.70440 X FORM 990, SCHEDULE A, PART II, LINE 10: ATTORNEYS' FEES AND EXPENSES RECOVERED IN LEGAL AID CASES UNDER FEE SHIFTING STATUTES SUCH AS 42 U.S.C. 1988. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8886733 792196 9678929 7840343 96399 949991 8886733 9567017 -1726674 7840343 9064735 502282 9567017 3789804 4242701 1032230 9064735 0.67480 0.32520 0 0 430000 430000 234700 229076 5624 205484 157074 48410 197500 170284 27216 511250 ANNUITIES PAYABLE 212998 OPERATING LEASE LIABILITIES 559818 772816 X 10007640 1319786 -217473 1102313 8905327 0 8905327 7278063 0 7278063 217473 217473 7495536 PART V, LINE 4: THE FOUNDATION'S PERMANENT ENDOWMENT IS MAINTAINED TO PRESERVE THE CORPUS OF THE FUND IN PERPETUITY AND TO GENERATE INCOME FOR USE IN THE FOUNDATION'S OPERATIONS. THE TERM ENDOWMENT IS USED TO GENERATE INCOME FOR USE IN THE FOUNDATION'S LEGAL AID PROGRAM. PART X, LINE 2: THE FOUNDATION IS REQUIRED TO MEASURE, RECOGNIZE, PRESENT, AND DISCLOSE IN ITS FINANCIAL STATEMENTS UNCERTAIN INCOME TAX POSITIONS THE FOUNDATION HAS TAKEN IN THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION OR EXPECTS TO TAKE ON AN INCOME TAX RETURN. THE FOUNDATION RECOGNIZES THE TAX BENEFITS FROM UNCERTAIN INCOME TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAX AUTHORITIES. THE FOUNDATION RECORDED NO LIABILITY FOR UNCERTAIN INCOME TAX POSITIONS FOR ANY OPEN TAX YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT EXPENSE -217,473. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT EXPENSE 217,473. 1 TURNING POINT USA INC 135 N PENNSYLVANIA ST STE 1610 INDIANAPOLIS IN 46204 800835023 501(C)(3) 13000 0 GENERAL SUPPORT 1 PART I, LINE 2 GENERAL SUPPORT CONTRIBUTIONS TO RECOGNIZED 501(C)(3) ORGANIZATIONS THAT ARE "PUBLICLY SUPPORTED" UNDER IRC 509(A)(1) AND 170(B)(1)(A)(VI) ARE NOT SUBJECT TO MONITORING. X X X X 0 0 0 0 0 0 0 1 0 WILLIAM L MESSENGER VP/SEC-TREAS/LGL DIR 242895 0 307 0 702 0 36586 0 17584 0 298074 0 0 0 R CLAIR CORP COUNSEL 205915 0 507 0 1668 0 31214 0 22590 0 261894 0 0 0 MARK A MIX TRUSTEE/PRESIDENT 221316 0 0 0 0 0 33197 0 0 0 254513 0 0 0 G TAUBMAN STAFF ATTORNEY 217462 0 0 0 1651 0 32867 0 691 0 252671 0 0 0 M CHAPPELL STAFF ATTORNEY 207687 0 0 0 1668 0 31403 0 11824 0 252582 0 0 0 WJ YOUNG STAFF ATTORNEY 176323 0 433 0 1620 0 26756 0 34278 0 239410 0 0 0 A FREEMAN ASSOC CORP COUNSEL 181687 0 0 0 612 0 27345 0 12263 0 221907 0 0 0 PATRICK T SEMMENS VP 159390 0 5000 0 609 0 24750 0 11867 0 201616 0 0 0 E DON LOOS VP 141900 0 0 0 1579 0 21522 0 3993 0 168994 0 0 0 PART I, LINE 7 THE PRESIDENT, IN HIS DISCRETION, AWARDED PERFORMANCE OR SERVICE BONUSES AS DETAILED IN PART II. X 9 1044601 FMV ON DATE OF GIFT 0 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS IS REPORTED. FORM 990, SCHEDULE B THE FOUNDATION DECLINES TO PROVIDE SPECIFIC IDENTIFYING INFORMATION ON ITS DONORS ON THE GROUNDS THAT SUCH DISCLOSURE MAY CHILL THE DONORS' FIRST AMENDMENT RIGHT TO ASSOCIATE IN PRIVATE WITH THE FOUNDATION. NAACP V. ALABAMA, 357 U.S. 449 (1958); INTERNATIONAL UNION UAW V. NATIONAL RIGHT TO WORK, 590 F.2D 1139, 1152 (D.C. CIR. 1978). WHILE THE OTHER REQUIRED INFORMATION IS BEING PROVIDED ON SCHEDULE B, ACTUAL IDENTITIES AND ADDRESSES HAVE BEEN PROTECTED BY ASSIGNING A LETTER TO EACH DONOR LISTED. FORM 990, PART VI, SECTION A, LINE 1A PER ITS BYLAWS, THE FOUNDATION HAS AN EXECUTIVE COMMITTEE (EC) COMPOSED OF THE CHAIRMAN AND VICE CHAIRMAN OF THE BOARD OF TRUSTEES, THE PRESIDENT (WHO IS ALSO A TRUSTEE), AND 2 ADDITIONAL TRUSTEES ELECTED BY THE BOARD, FOR A TOTAL OF 5 VOTING MEMBERS. UNDER THE BYLAWS, THE EC EXERCISES BOARD AUTHORITY TO THE FULLEST EXTENT PERMITTED BY LAW IN BETWEEN MEETNGS OF THE FULL BOARD. FORM 990, PART VI, SECTION A, LINE 2 MARK MIX, SANDRA CRANDALL, AND DUNCAN SCOTT (BUSINESS RELATIONSHIP) DON LOOS, MARK MIX, SANDRA CRANDALL, WILLIAM DUROSS, AND VICTOR SENESE (BUSINESS RELATIONSHIP) FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT, WHO IS ALSO A BOARD AND EXECUTIVE COMMITTEE MEMBER, REVIEWS FORM 990 AS PREPARED BY THE FOUNDATION'S OUTSIDE CPAS IN CONSULTATION WITH THE DIRECTOR OF ACCOUNTING AND CORPORATE COUNSEL. FORM 990 IS FILED AFTER THE PRESIDENT GIVES HIS FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION'S CONFLICT OF INTEREST POLICY APPLIES TO OFFICERS AND TRUSTEES. THE POLICY IS MONITORED AND ENFORCED ANNUALLY BY REQUIRING EACH OFFICER AND TRUSTEE TO CERTIFY, IN WRITING, THAT HE OR SHE HAS RECEIVED A COPY OF THE POLICY, HAS READ AND UNDERSTANDS THE POLICY, AND WILL COMPLY WITH THE POLICY. CONFLICTS ARE EXPECTED TO BE DISCLOSED TO THE BOARD (OR EXECUTIVE COMMITTEE) PRIOR TO BOARD (OR EXECUTIVE COMMITTEE) ACTION ON A TRANSACTION, AND THOSE WITH CONFLICTS ARE EXPECTED TO RECUSE THEMSELVES FROM DELIBERATIONS AND VOTING. A TRANSACTION MAY BE AUTHORIZED, APPROVED, OR RATIFIED: (1) UPON A MAJORITY VOTE OF THE BOARD (OR EXECUTIVE COMMITTEE) MEMBERS WITHOUT A CONFLICT; (2) IF IT IS FAIR TO THE FOUNDATION; AND (3) IF IT IS NOT AN "EXCESS BENEFIT TRANSACTION OR A "PRIVATE INUREMENT" TRANSACTION. THE PRESIDENT, NOT HAVING A CONFLICT, MAY AUTHORIZE, APPROVE, OR RATIFY A TRANSACTION INVOLVING AN OFFICER WHO IS NOT ALSO A BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 15A EACH YEAR, THE EXECUTIVE COMMITTEE, MINUS ANY MEMBERS WITH A CONFLICT OF INTEREST, REVIEWS THE PRESIDENT'S COMPENSATION, RECEIVING AND RELYING ON A REPORT THAT INCLUDES APPROPRIATE DATA AS TO COMPARABILITY. THE EXECUTIVE COMMITTEE THEN DETERMINES THE PRESIDENT'S COMPENSATION THAT WILL BE IN EFFECT UNTIL THE NEXT ANNUAL REVIEW, ADOPTING A RESOLUTION APPROVING THE ACTION TAKEN. THE RESOLUTION IS INCLUDED IN THE EXECUTIVE COMMITTEE MINUTES FOR THE MEETING AT WHICH THE REVIEW TOOK PLACE, AND THOSE MINUTES ARE REVIEWED AND APPROVED AT THE EXECUTIVE COMMITTEE'S NEXT REGULARLY SCHEDULED MEETING. RECORDS DOCUMENTING THIS PROCESS ARE KEPT, AND THE PRESIDENT'S COMPENSATION IS REFLECTED ON THE ORGANIZATION'S ANNUAL FORM 990 FILING, AS REQUIRED. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IT MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC IF AND TO THE EXTENT LEGALLY REQUIRED TO DO SO. FORM 990, PART IX, LINE 5 THE AMOUNT IS LOWER THAN THE AMOUNT REPORTED ON PART VII BECAUSE THE FOUNDATION PAYS ALL COMPENSATION AND BENEFITS FOR AN EMPLOYEE SHARED WITH UNRELATED ORGANIZATION NATIONAL INSTITUTE FOR LABOR RELATIONS RESEARCH 52-1303565 AND THEREFORE ISSUED THE W-2 FORM. THE AMOUNT REPORTED ON LINE 5 REPRESENTS THE FOUNDATION'S ALLOCATION OF THE EXPENSES FOR SERVICES RENDERED BY THIS EMPLOYEE TO THE FOUNDATION. THE INSTITUTE REIMBURSED THE FOUNDATION FOR ITS SHARE.