2025-09-08T08:14:33-05:00 2024-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-01-01 530114700 NATIONAL ACTIVE & RETIRED FEDERAL EMPLOYEES ASSOCIATION NATI 7038387760 606 N WASHINGTON STREET ALEXANDRIA VA 22314 CINDY RENEE BLYTHE NATIONAL SECRETARY/TREASURER 7038387760 2025-09-04 1 0 FRANK SMITH P00639053 2022274000 2025-09-04 2024 2025-03-06 01:10:19Z CINDY RENEE BLYTHE 606 N WASHINGTON STREET ALEXANDRIA VA 22314 7830988 0 1599 X WWW.NARFE.ORG X 1921 DC PROTECT & IMPROVE THE RETIREMENT BENEFITS OF FEDERAL RETIREES, EMPLOYEES, AND THEIR FAMILIES. 12 0 45 0 628822 7435 1928466 1338199 5592618 5531789 385407 541918 439029 419082 8345520 7830988 0 0 0 0 2915065 3125868 460434 482283 0 3639521 4450401 7015020 8058552 1330500 -227564 14112794 14366771 4350120 4538679 9762674 9828092 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 0 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 1 0 0 1 61 0 1 45 1 1 1 0 0 0 1 1 0 0 0 0 0 X 12 0 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 0 0 0 VA X CINDY RENEE BLYTHE 7038387760 606 N WASHINGTON STREET ALEXANDRIA VA 22314 KATHRYN E HENSLEY NATIONAL SECRETARY/TREASUR 40.00 X X 119062 0 0 CINDY R BLYTHE REGIONAL VICE PRESIDENT 20.00 X 14477 0 0 ROBERT L HELFRICH REGIONAL VICE PRESIDENT 20.00 X 14477 0 0 MARSHALL L RICHARDS REGIONAL VICE PRESIDENT 20.00 X 14477 0 0 ROBERT RUSKAMP REGIONAL VICE PRESIDENT 20.00 X 14477 0 0 SHARON REESE REGIONAL VICE PRESIDENT 20.00 X 14477 0 0 LARRY WALTON REGIONAL VICE PRESIDENT 20.00 X 14477 0 0 ROBERT ALLEN REGIONAL VICE PRESIDENT 20.00 X 14477 0 0 LYNN HARPER REGIONAL VICE PRESIDENT 20.00 X 14477 0 0 JEFF ANLIKER REGIONAL VICE PRESIDENT 20.00 X 14477 0 0 STEVEN ROY REGIONAL VICE PRESIDENT 20.00 X 14477 0 0 WILLIAM SHACKELFORD NATIONAL PRESIDENT 40.00 X X 133033 0 0 VERONICA BARNES SENIOR DIRECTOR HR & ADMIN 40.00 X 109418 0 7456 JOHANN DE CASTRO STAFF VICE PRESIDENT 40.00 X 134761 0 24067 JOHN HATTON STAFF VICE PRESIDENT 40.00 X 140717 0 23478 781761 0 55001 5 0 1 0 LSC COMMUNICATION US LLC PO BOX 932987 CLEVELAND OH 44193 MAGAZINE PRODUCTION 472576 MOORE 4200 PARLIAMENT PLACE SUITE 300 LANHAM MD 20706 FUNDRAISING 435055 STREET LEVEL STUDIO LLC 214 GREEN BAY ROAD HIGHWOOD IL 60040 MEMBERSHIP ADVERTISING 425607 PROTECH ASSOCIATES INC PO BOX 935957 ATLANTA GA 31193 AMS MEMBERSHIP SYSTEM 270826 MAINSPRING 8 E SECOND STREET SUITE 205 FREDERICK MD 21701 IT SERVICES 195445 6 1338199 1338199 MEMBERSHIP DUES 900099 4569088 4569088 SPONSORS/ADVERTISING 541800 661822 628822 33000 SEMINARS/CONFERENCES 900099 300239 300239 OTHER PROGRAM SERVICE 900099 640 640 5531789 541918 541918 273805 273805 ADMINISTRATIVE FEE 900099 134987 134987 OTHER INCOME 900099 10290 10290 145277 7830988 4869967 628822 994000 X 513737 2112452 51365 251138 197176 25150 55320 102013 482283 1089690 224568 1686082 433761 206988 349615 135912 53702 UBI TAXES 2915 PUBLICATIONS & SUBS. 71500 STAFF DEVELOPMENT 6352 RECRUITING FEES 3584 3249 8058552 1424866 1072356 43957 40168 182712 94706 127858 87593 7411456 5388124 2151733 2023332 10068594 10916761 113074 131855 14112794 14366771 673747 1135566 3676373 3403113 4350120 4538679 X 9720221 9788080 42453 40012 9762674 9828092 14112794 14366771 -227564 292982 0 X 0 1 X 1 0 1 0 0 700000 700000 4618392 3323694 1294698 1432204 1418792 13412 660860 645638 15222 2023332 X 8123970 292982 292982 7830988 0 7830988 8058552 0 8058552 0 8058552 PART X, LINE 2: THE ASSOCIATION PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2024, 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. AS OF DECEMBER 31, 2024, THERE ARE NO AUDITS FOR ANY TAX PERIODS THAT ARE CURRENTLY PENDING OR IN PROGRESS. IT IS THE ASSOCIATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAINTY IN INCOME TAXES, IF ANY, IN INCOME TAX OR INTEREST EXPENSE. AS OF DECEMBER 31, 2024, THE ASSOCIATION HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES. X X X 1 MOORE 4200 PARLIAMENT PLACE SUITE 300 LANHAM MD 20706 FUNDRAISING 0 1210316 482283 728033 1210316 482283 728033 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 JOHN HATTON STAFF VICE PRESIDENT 140717 0 0 0 0 0 9843 0 13635 0 164195 0 0 0 JOHANN DE CASTRO STAFF VICE PRESIDENT 134761 0 0 0 0 0 20582 0 3485 0 158828 0 0 0 PART I, LINE 3 THE CEO TITLE WAS REMOVED FROM OUR BYLAWS IN 2020; THE TITLE EXECUTIVE DIRECTOR WAS REMOVED FROM OUR BYLAWS IN 2022; THE MEMBERSHIP VOTES ON SALARIES OF THE OFFICERS (PRESIDENT, SECRETARY/TREASURER, 10 RVPS). THE PRESIDENT MADE THE DECISION TO MAKE THE INTERIM CHIEF OF STAFF, WHO SUPERVISED THE HEADQUARTERS STAFF AND ACTIVITY, THE CHIEF OF STAFF IN 2023 WITHOUT GOING THROUGH THE APPROPRIATE STEPS OF CONSULTATION AND INPUT. IN 2024, THE MEMBERSHIP HAS VOTED TO PROVIDE THE BOARD WITH THIS AUTHORITY. 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 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 IX, LINE 11G CONTRACT SERVICES 233,304. OTHER PROFESSIONAL FEES 779,343. INSTITUTE 27,500. SPEAKERS 43,302. PARLIAMENTARIAN FEES 6,241. NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION PAC 606 N WASHINGTON STREET ALEXANDRIA VA 22314 521184448 POLITICAL ACTIVITIES VA 527 N/A NATIONAL ACTIVE & RETIRED FEDERAL EMPLOYEES ASSOCIATION 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0