2025-10-02T10:20:20-05:00 2025-06-30 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-07-01 530116149 NATIONAL RURAL LETTER CARRIERS' ASSOCIATION NATI 7037978409 1630 DUKE STREET ALEXANDRIA VA 223143467 THOMAS TURNER SECRETARY-TREASURER 7037978409 2025-10-02 1 0 AARON M FOX P01365820 2022274000 2025-10-02 2024 2025-03-06 01:10:19Z NRLCA DONALD MASTON 1630 DUKE STREET ALEXANDRIA VA 223143467 53462895 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 0 429 0 23495 0 0 0 43856077 45633337 1083088 1478420 4274882 4259719 49214047 51371476 0 0 0 0 30317608 31140542 0 0 0 13499667 15066629 43817275 46207171 5396772 5164305 64705677 70162805 14509252 14762086 50196425 55400719 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 108,700 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 RENO, NV AUGUST 27-30, 2024. HISTORICALLY, ATTENDEES GATHERED TO PLAN, DISCUSS, AND DISSEMINATE INFORMATION REGARDING THE ISSUES, CONCERNS, AND FUTURE GOALS OF THE POSTAL WORK 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 108,700 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 1193 0 1 429 1 1 1 0 0 0 1 1 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 DON MASTON PRESIDENT 60.00 X X 198316 0 53354 PATRICK PITTS VICE PRESIDENT 60.00 X X 192699 0 54845 THOMAS TURNER SECRETARY-TREASURER 60.00 X X 191750 0 51210 BRIDGET BOSEAK DIR., LABOR RELATIONS (TO 8/24) 60.00 X X 171519 0 38068 SHIRLEY BAFFA DIR., STEWARD (TO 8/24) 60.00 X X 185269 0 33336 CHESTER NICKY PHILLIPS EXECUTIVE COMMITTEE 60.00 X X 157289 0 37812 JEANETTE DWYER EXECUTIVE COMMITTEE 60.00 X X 164684 0 17238 JOHN ADAMS EXECUTIVE COMMITTEE 60.00 X X 169720 0 35991 KIRBY RICKETTS EXECUTIVE COMMITTEE 60.00 X X 115949 0 30525 BETHANY SMALL EXECUTIVE COMMITTEE 60.00 X X 143733 0 27432 MIKE MEROLA EXECUTIVE COMMITTEE 60.00 X X 134954 0 14991 LYNNE PALLER DIR., INSURANCE PROGRAMS 40.00 X 178361 0 35305 PAUL SWARTZ DIR., GOVT AFFAIRS 40.00 X 163785 0 68573 SANDRA CLAY AREA STEWARD (TO 8/24) 40.00 X 160404 0 0 TOM SISK AREA STEWARD (TO 8/24) 40.00 X 155209 0 0 JEFFREY ESSICK AREA STEWARD (TO 8/24) 40.00 X 149228 0 0 RONNIE STUTTS FORMER PRESIDENT 0.00 X 241851 0 0 2874720 0 498680 138 1 1 0 PEER GAN & GISLER LLP 1730 RHODE ISLAND AVE NW WASHINGTON DC 20036 LEGAL 1056014 MOSAIC 4801 VIEWPOINT PLACE CHEVERLY MD 20781 PRINTING SERVICES 682362 MILES TECHNOLOGIES INC 100 MOUNT HOLLY BYPASS LUMBERTON NJ 08048 IT 506768 ARANDELL CORPORATION PO BOX 405 MENOMONEE WI 53052 MAILING SERVICES 324105 CBIZ (MARCUM LLP) 1899 L ST NW WASHINGTON DC 20036 ACCOUNTING 213942 9 MEMBERSHIP DUES 900099 45575472 45575472 PUBLICATIONS 513190 43777 20282 23495 CONVENTION 900099 14088 14088 45633337 1477997 1477997 3990001 3990001 2091842 2091419 423 423 423 FEDERAL PLAN REIMB. 900099 209580 209580 REIMB. FROM AUXILIARY 900099 59334 59334 MISCELLANEOUS 900099 804 804 269718 51371476 45879560 23495 5468421 2024251 22747292 96102 4504750 1768147 1032360 540795 2112 1773501 2696178 420127 1127439 4862208 4867 419119 355715 PROMOTIONAL ALLOWANCES 667809 REPAIRS & MAINTENANCE 431334 REINSURANCE 401308 MISCELLANEOUS 165367 166390 46207171 10057511 13772435 43229957 44748368 2711874 3272596 554885 758452 14073762 7748720 6673746 6325042 1477704 1285912 64705677 70162805 1450182 1472158 76623 86511 12982447 13203417 14509252 14762086 X 50196425 55400719 50196425 55400719 64705677 70162805 5164305 39989 0 X 0 1 X 1 0 NATIONAL RURAL LETTERS CARRIER'S ASSOCIATION NATIONAL RURAL LETTERS CARRIERS AS ALEXANDRIA VA 22314 900032751 1 0 0 3008889 3008889 4693603 3084865 1608738 4360465 3167679 1192786 1684694 1250769 433925 326111 245407 80704 6325042 DUE TO STATE CHAPTERS 3801885 ACCRUED POSTRETIREMENT BENEFITS 1705000 PAYABLE TO INSURANCE CARRIERS 316208 DEF. COMP LIABILITY 1285911 ACCRUED ANNUAL & SICK LEAVE 6094413 13203417 51411465 39989 39989 51371476 0 51371476 46185171 -22000 -22000 46207171 0 46207171 PART XII, LINE 2D - OTHER ADJUSTMENTS: POST-RETIREMENT BENEFIT CHANGES -22,000. X 0 0 X X 0 0 0 DON MASTON PRESIDENT 198316 0 0 0 0 0 15212 0 38142 0 251670 0 0 0 PATRICK PITTS VICE PRESIDENT 192699 0 0 0 0 0 14232 0 40613 0 247544 0 0 0 THOMAS TURNER SECRETARY-TREASURER 191750 0 0 0 0 0 13101 0 38109 0 242960 0 0 0 RONNIE STUTTS FORMER PRESIDENT 0 0 0 0 241851 0 0 0 0 0 241851 0 0 0 PAUL SWARTZ DIR., GOVT AFFAIRS 163785 0 0 0 0 0 7873 0 60700 0 232358 0 0 0 SHIRLEY BAFFA DIR., STEWARD (TO 8/24) 185269 0 0 0 0 0 14689 0 18647 0 218605 0 0 0 LYNNE PALLER DIR., INSURANCE PROGRAMS 178361 0 0 0 0 0 8045 0 27260 0 213666 0 0 0 BRIDGET BOSEAK DIR., LABOR RELATIONS (TO 8/24) 171519 0 0 0 0 0 15213 0 22855 0 209587 0 0 0 JOHN ADAMS EXECUTIVE COMMITTEE 169720 0 0 0 0 0 14269 0 21722 0 205711 0 0 0 CHESTER NICKY PHILLIPS EXECUTIVE COMMITTEE 157289 0 0 0 0 0 14198 0 23614 0 195101 0 0 0 JEANETTE DWYER EXECUTIVE COMMITTEE 164684 0 0 0 0 0 0 0 17238 0 181922 0 0 0 BETHANY SMALL EXECUTIVE COMMITTEE 143733 0 0 0 0 0 14533 0 12899 0 171165 0 0 0 SANDRA CLAY AREA STEWARD (TO 8/24) 97413 0 0 0 62991 0 0 0 0 0 160404 0 0 0 TOM SISK AREA STEWARD (TO 8/24) 69919 0 0 0 85290 0 0 0 0 0 155209 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. NO PORTION OF THE HOUSING BENEFIT WAS REPORTED AS TAXABLE COMPENSATION TO ANY OF THE RECIPIENTS. 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 NRLCA 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 NRLCA 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 ARE ALSO APPROVED BY THE MEMBERSHIP AT THE ANNUAL NATIONAL CONVENTION. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY AN EXTERNAL ACCOUNTING FIRM, USING THE AUDITED TRIAL BALANCE AND OTHER PROVIDED INFORMATION. ONCE THE INITIAL DRAFT IS COMPLETED, IT IS REVIEWED BY THE SECRETARY-TREASURER 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. 1630 DUKE STREET LLC 1630 DUKE STREET ALEXANDRIA VA 22314 TITLE HOLDER OF NRLCA'S HEADQUARTERS BUILDING VA 0 2688818 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 73207 NRLCA 6691 ORDSALL STREET LLC 1630 DUKE STREET ALEXANDRIA VA 22314 TITLE HOLDER OF NRLCA'S OFFICER'S HOUSE VA 0 73292 NRLCA 3557 DREWS COURT LLC 1630 DUKE STREET ALEXANDRIA VA 22314 TITLE HOLDER OF NRLCA'S OFFICER'S HOUSE VA 0 382074 NRLCA 6512 GRETNA GREEN WAY LLC 1631 DUKE STREET ALEXANDRIA VA 22314 TITLE HOLDER OF NRLCA'S OFFICER'S HOUSE VA 0 834460 NRLCA 3455 SUN UP WAY LLC 1630 DUKE STREET ALEXANDRIA VA 22314 TITLE HOLDER OF NRLCA'S OFFICER'S HOUSE VA 0 565777 NRLCA 918 HARRISON CIRCLE LLC 1630 DUKE STREET ALEXANDRIA VA 22314 TITLE HOLDER OF NRLCA'S OFFICER'S HOUSE VA 0 0 NRLCA NATIONAL RURAL LETTER CARRIERS' ASSN PAC 1630 DUKE ST ALEXANDRIA VA 22314 900032751 LOBBYING & POLITICAL VA 527 NRLCA 1 NRLCA VEBA TRUST 1630 DUKE ST ALEXANDRIA VA 22314 465090278 HEALTH PLAN VA 501(C)(9) NRLCA 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0