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← UNITED STATES LETTER CARRIERS MUTUAL BENEFIT ASSOCIATION

Form 990 for tax year 2022

Filed by UNITED STATES LETTER CARRIERS MUTUAL BENEFIT ASSOCIATION.

Totals

Total revenue
$30,807,068
Total expenses
$32,751,858
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Listed in Part VII

  • JIM YATES

    DIRECTOR OF LIFE INSURANCE

    Total calculated
    $301,163
    From this org
    $210,125
    From related orgs
    $0
    Other
    $91,038
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $197,314
    Bonus
    $0
    Other
    $12,811
    Deferred
    $69,256
    Nontaxable benefits
    $21,782
    Filer's total
    $301,163

  • FREDRIC V ROLANDO

    PRESIDENT-NALC (thru 12/17/22)

    Total calculated
    $290,416
    From this org
    $0
    From related orgs
    $272,984
    Other
    $17,432
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $242,354 related
    Bonus
    $0
    Other
    $0 + $30,630 related
    Deferred
    $0 + $17,282 related
    Nontaxable benefits
    $0 + $150 related
    Filer's total
    $0 + $290,416 related

  • BRIAN RENFROE

    PRESIDENT NALC

    Total calculated
    $262,991
    From this org
    $0
    From related orgs
    $220,990
    Other
    $42,001
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $199,681 related
    Bonus
    $0
    Other
    $0 + $21,309 related
    Deferred
    $0 + $29,781 related
    Nontaxable benefits
    $0 + $12,220 related
    Filer's total
    $0 + $262,991 related

  • LAWRENCE WINFIELD

    SENIOR STAFF

    Total calculated
    $212,999
    From this org
    $109,426
    From related orgs
    $0
    Other
    $103,573
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $107,238
    Bonus
    $1,000
    Other
    $1,188
    Deferred
    $82,074
    Nontaxable benefits
    $21,499
    Filer's total
    $212,999

  • DANIEL GORELIK

    SENIOR STAFF

    Total calculated
    $156,762
    From this org
    $124,291
    From related orgs
    $0
    Other
    $32,471
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $122,820
    Bonus
    $1,100
    Other
    $371
    Deferred
    $12,316
    Nontaxable benefits
    $20,155
    Filer's total
    $156,762

  • MACK I JULION

    TRUSTEE (THRU 12/17/22)

    Total calculated
    $115,003
    From this org
    $0
    From related orgs
    $46,798
    Other
    $68,205
    Hours/week
    1 + 39 related

  • SANDRA LAEMMEL

    TRUSTEE

    Total calculated
    $86,637
    From this org
    $0
    From related orgs
    $41,129
    Other
    $45,508
    Hours/week
    1 + 39 related

  • LAWRENCE D BROWN JR

    CHAIRMAN/TRUSTEE

    Total calculated
    $54,434
    From this org
    $0
    From related orgs
    $42,309
    Other
    $12,125
    Hours/week
    1 + 39 related

  • CHARLES HEEGE

    TRUSTEE

    Total calculated
    $1,784
    From this org
    $0
    From related orgs
    $1,784
    Other
    $0
    Hours/week
    1 + 39 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 1A - TAX GROSS UP PAYMENT:
THE TAX GROSS-UP PAYMENT CONSISTS OF PAYROLL TAXES ON TAXABLE BENEFITS INCLUDED IN JIM YATES' COMPENSATION.
PART II, COLUMN C - DEFERRED COMPENSATION:
REPRESENTS THE ANNUAL INCREASE IN ACTUARIAL VALUE OF A QUALIFIED DEFINED BENEFIT PLAN, AS CALCULATED BY THE PLAN ACTUARY.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
23 October 2023
IRS schema version
2022v5.0
Source object
202313109349301561

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