Form 990 for tax year 2023
Filed by NATIONAL RAILWAY LABOR CONFERENCE 7324 RRB NO.
Totals
- Total revenue
- $10,783,560
- Total expenses
- $9,035,161
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $9,805,231
- Investment income
- $246,356
- Other revenue
- $731,973
- Total assets, end of year
- $8,764,362
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $8,764,362
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: MEMBERSHIP ASSESSMENTS
total $9,718,079 · related or exempt $9,718,079
-
2b · Program service revenue: TRAINING PROGRAM TUITION
total $87,152 · related or exempt $87,152
-
3 · Investment income
total $246,356 · excluded $246,356
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
other assets $98,000
-
7b · Less cost or other basis and sales expenses
other assets $98,000
-
7d · Net gain or loss
total $0 · excluded $0
-
8a · Fundraising events: gross income
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0 · unrelated business $0
-
11a · Other revenue: OTHER
total $720,116 · excluded $720,116
-
11b · Other revenue: LATE PAYMENT FEES
total $11,857 · excluded $11,857
-
11e · Other revenue, total
$731,973
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $2,030,413
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $2,075,414
-
8 · Pension plan contributions
total $349,364
-
9 · Other employee benefits
total $368,038
-
10 · Payroll taxes
total $335,908
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $1,155,817
-
11c · Fees: accounting
total $33,300
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $942,953
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $70,015
-
14 · Information technology
total $188,430
-
15 · Royalties
total $0
-
16 · Occupancy
total $699,534
-
17 · Travel
total $599,572
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses: MISC. INSURANCE AND TAXES
total $92,299
-
24b · Other expenses: MISCELLEANEOUS EXPENSES
total $42,627
-
24c · Other expenses: SUBSCRIPTIONS
total $43,213
-
24d · Other expenses: CONTINUING EDUCATION
total $3,294
-
24e · All other expenses
total $4,970
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $6,551,388 · end of year $209,277
-
2 · Savings and temporary cash investments
beginning of year $464,575 · end of year $8,555,085
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $0 · end of year $0
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $0 · end of year $0
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $0 · end of year $0
-
12 · Investments: other securities
beginning of year $0 · end of year $0
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $0 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $0 · end of year $0
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $0 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $0 · end of year $0
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $7,015,963 · end of year $8,764,362
Mission and programs · 2023
Mission
NATIONAL REPRESENTATION OF RAILROAD INDUSTRY. REPRESENTS PARTICIPATING RAILROADS IN MATTERS INVOLVING RAILROAD LABOR RELATIONS, INCLUDING MULTIEMPLOYER COLLECTIVE BARGAINING WITH VARIOUS LABOR ORGANIZATIONS.
Activities or mission (Part I)
NATIONAL REPRESENTATION OF RAILROAD INDUSTRY. REPRESENTS PARTICIPATING RAILROADS IN MATTERS INNOVING LABOR RELATIONS.
-
REPRESENTATION OF PARTICIPATING RAILROADS IN NEGOTIATIONS WITH PARTICIPATING LABOR ORGANIZATIONS IN CONNECTION WITH RATES OF PAY, RULES, AND WORKING CONDITIONS ON A NATIONAL BASIS.
-
MANAGEMENT AND OPERATION OF COLLECTIVELY BARGAINED NATIONAL RAILROAD EMPLOYEE BENEFIT PLANS.
-
RESEARCH, INTERPRETATION, AND DISSEMINATION OF INFORMATION AND/OR ADVICE RELATIVE TO NATIONAL AND LOCAL AGREEMENTS.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Brendan Branon
Chairman
- Total calculated
- $1,169,086
- From this org
- $1,069,861
- From related orgs
- $0
- Other
- $99,225
- Hours/week
- 39 + 1 related
Schedule J breakdown matched by us
- Base
- $555,386
- Bonus
- $513,665
- Other
- $810
- Deferred
- $30,669
- Nontaxable benefits
- $73,706
- Filer's total
- $1,174,236
-
Jeff Rodgers
Vice Chairman
- Total calculated
- $717,103
- From this org
- $556,831
- From related orgs
- $0
- Other
- $160,272
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $277,051
- Bonus
- $276,216
- Other
- $3,564
- Deferred
- $84,216
- Nontaxable benefits
- $81,206
- Filer's total
- $722,253
-
Michael MARATTO
General Counsel
- Total calculated
- $462,652
- From this org
- $376,149
- From related orgs
- $0
- Other
- $86,503
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $275,609
- Bonus
- $100,000
- Other
- $540
- Deferred
- $29,779
- Nontaxable benefits
- $61,874
- Filer's total
- $467,802
-
David Marcus
Managing Director EE Benefits
- Total calculated
- $348,142
- From this org
- $238,042
- From related orgs
- $0
- Other
- $110,100
- Hours/week
- 8 + 32 related
Schedule J breakdown matched by us
- Base
- $232,024
- Bonus
- $0
- Other
- $6,018
- Deferred
- $49,280
- Nontaxable benefits
- $63,691
- Filer's total
- $351,013
-
Paul Winters
Director-Benefits
- Total calculated
- $311,291
- From this org
- $222,660
- From related orgs
- $0
- Other
- $88,631
- Hours/week
- 8 + 32 related
Schedule J breakdown matched by us
- Base
- $175,221
- Bonus
- $47,000
- Other
- $439
- Deferred
- $20,075
- Nontaxable benefits
- $71,101
- Filer's total
- $313,836
-
Kristin Beckner
Dir. of Labor Relations
- Total calculated
- $250,745
- From this org
- $178,065
- From related orgs
- $0
- Other
- $72,680
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $141,763
- Bonus
- $36,000
- Other
- $302
- Deferred
- $14,548
- Nontaxable benefits
- $62,745
- Filer's total
- $255,358
-
jeanie barrere
Dir. of labor relations
- Total calculated
- $234,108
- From this org
- $193,583
- From related orgs
- $0
- Other
- $40,525
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $157,211
- Bonus
- $36,000
- Other
- $372
- Deferred
- $17,373
- Nontaxable benefits
- $27,135
- Filer's total
- $238,091
-
Pat Ottensmeyer
Director thru 4/13/2023
- Total calculated
- $0
- Hours/week
- 2
-
Lance M Fritz
Director THRU 8/14/2023
- Total calculated
- $0
- Hours/week
- 2
-
Kathryn Farmer
Director
- Total calculated
- $0
- Hours/week
- 2
-
Tracy Robinson
Director
- Total calculated
- $0
- Hours/week
- 2
-
JoSEPH Hinrichs
Director
- Total calculated
- $0
- Hours/week
- 2
-
Alan H Shaw
Director
- Total calculated
- $0
- Hours/week
- 2
-
Jim VenaJIM VENA
DIRECTOR EFF. 8/14/2023
- Total calculated
- $0
- Hours/week
- 2
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, and on a Form 990-PF Part VIII's — 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 · First-class or charter travel
- 1a · Travel for companions
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Approval by the board or compensation committee
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:
- FIRST CLASS TRAVEL - BOTH THE VICE CHAIRMAN AND CHAIRMAN ARE AUTHORIZED BY THE EXECUTIVE BOARD TO FLY FIRST CLASS. ALTHOUGH AUTHORIZED TO DO SO, THE OFFICERS ONLY UTILIZE FIRST CLASS TRAVEL IN CERTAIN LIMITED SITUATIONS. EXPENSE IS EITHER PAID DIRECTLY BY THE NRLC(AFTER UNDERGOING THE STANDARD DISBURSEMENT APPROVAL PROCESS) OR REIMBURSED TO THE EMPLOYEE IN COMPLIANCE WITH THE WRITTEN REIMBURSEMENT POLICY OF THE NRLC. TRAVEL FOR COMPANIONS - TRAVEL IS PROVIDED FOR COMPANIONS OF THE OFFICERS ONLY ON THE LIMITED OCCASIONS WHEN THEY ARE EXPECTED TO ATTEND A MEETING THAT INCLUDES A RELATED SOCIAL FUNCTION. EXPENSE IS EITHER PAID DIRECTLY BY THE NRLC (AFTER UNDERGOING THE STANDARD DISBURSEMENT APPROVAL PROCESS) OR REIMBURSED TO THE EMPLOYEE IN COMPLIANCE WITH THE WRITTEN REIMBURSEMENT POLICY OF THE NRLC.
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.
-
RR EE's Nat'l Early Rtrmt Major Med Plan
501(C)(9) · Employee Welf · VA
Directly controlled by NA
-
The Railroad EE's National Dental Plan
501(C)(9) · Employee Welf · VA
Directly controlled by NA
-
SSBP Covering RR ShopCraft & Signal EEs
501(C)(9) · Employee Welf · VA
Directly controlled by NA
-
Maint of Way EE's Supp Sick Ben Plan
501(C)(9) · Employee Welf · VA
Directly controlled by NA
-
RR EE's Nat'l Health Flx Spnd Accnt Plan
501(C)(9) · Employee Welf · VA
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 8 May 2024
- IRS schema version
- 2023v5.0
- Source object
- 202401319349302975
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