Civic Intelligence

United Postmasters and Managers Of

EIN 25-0985742 • 501(c)6 • Alexandria, VA

View Organization Page

Profile

To promote the best interests of the u.s. Postal service, to foster a favorable image of public service, to assure the users of the mail the best service possible, to cooperate with other groups and levels of postal management in the achievement of commmon goals, and to cultivate the welfare and enhance the happiness of its members.

8 Herbert StreetAlexandria, VA 22305

www.unitedpma.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

23rd percentile

0.01x

Higher debt load relative to assets than 23% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

26th percentile

0.03x

Higher debt load relative to revenue than 26% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

4th percentile

-30%

Higher net margin than 4% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

65th percentile

$182,551

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Asset Growth

13th percentile

-12%

Faster asset growth than 13% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

40th percentile

2.5%

Faster revenue growth than 40% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$4,640,244

Down $628,195 (-12%) from 2023

Liabilities

Down

$64,236

Down $32,369 (-34%) from 2023

Net Assets

Down

$4,576,008

Down $595,826 (-12%) from 2023

Operations
Liabilities / Revenue26th percentileNet Margin4th percentile

Revenue

Up

$2,537,426

Up $62,928 (+2.5%) from 2023

Expenses

Up

$3,287,820

Up $93,069 (+2.9%) from 2023

Net Income

Down

-$750,394

Down $30,141 (-4.2%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2020: $6,955,117Liabilities 2020: $277,408Net Assets 2020: $6,677,7092020Assets 2021: $7,349,396Liabilities 2021: $102,124Net Assets 2021: $7,247,2722021Assets 2022: $5,645,091Liabilities 2022: $92,931Net Assets 2022: $5,552,1602022Assets 2023: $5,268,439Liabilities 2023: $96,605Net Assets 2023: $5,171,8342023Assets 2024: $4,640,244Liabilities 2024: $64,236Net Assets 2024: $4,576,0082024

Highlighted filing

2024

Assets$4,640,244
Liabilities$64,236
Net Assets$4,576,008
Open 2024 Filing

Operations Trend

Revenue Growth40th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2020: $2,725,456Expenses 2020: $1,875,463Net Income 2020: $849,9932020Revenue 2021: $3,121,187Expenses 2021: $2,143,787Net Income 2021: $977,4002021Revenue 2022: $249,543Expenses 2022: $345,207Net Income 2022: -$95,6642022Revenue 2023: $2,474,498Expenses 2023: $3,194,751Net Income 2023: -$720,2532023Revenue 2024: $2,537,426Expenses 2024: $3,287,820Net Income 2024: -$750,3942024

Highlighted filing

2024

Revenue$2,537,426
Expenses$3,287,820
Net Income-$750,394
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,640,244
Liabilities
$64,236
Net assets
$4,576,008
Revenue
$2,537,426
Expenses
$3,287,820
Net income
-$750,394
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.64$0.06$4.58$2.54$3.29$0.75
2023Detailed filing. Detailed filing data is available for this year.$5.27$0.10$5.17$2.47$3.19$0.72
2022Detailed filing. Detailed filing data is available for this year.$5.65$0.09$5.55$0.25$0.35$0.10
2021Detailed filing. Detailed filing data is available for this year.$7.35$0.10$7.25$3.12$2.14$0.98
2020Detailed filing. Detailed filing data is available for this year.$6.96$0.28$6.68$2.73$1.88$0.85
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.0
Gross Receipts
$2,537,426
Mission and Program Overview

Mission

To promote the best interests of the u.s. Postal service, to foster a favorable image of public service, to assure the users of the mail the best service possible, to cooperate with other groups and levels of postal management in the achievement of commmon goals, and to cultivate the welfare and enhance the happiness of its members.

To promote the best interests of the u.s. Postal service, to foster a favorable image of public service, to assure the users of the mail the best service possible, to cooperate with other groupps and levels of postal management in the acheivement of common goals, and to cultivate the welfare and enhance the happiness of its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,422,884$3,773,336▼ $649,548
Savings and Temporary Cash Investments$477,539$512,732▲ $35,193
Land, Buildings, and Equipment, Net$273,623$259,783▼ $13,840
Prepaid Expenses and Deferred Charges$63,086$63,086→ $0
Accounts Receivable$26,050$26,050→ $0
Cash and Non-Interest-Bearing Accounts$5,257$5,257→ $0
Total Assets$5,268,439$4,640,244▼ $628,195
Liabilities
Deferred Revenue$75,187--
Accounts Payable and Accrued Expenses$21,418$64,236▲ $42,818
Total Liabilities$96,605$64,236▼ $32,369
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,171,834$4,576,008▼ $595,826
Total Net Assets Fund Balance$5,171,834$4,576,008▼ $595,826
Total Liabilities and Net Assets / Fund Balance$5,268,439$4,640,244▼ $628,195

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$55,441$660,142$715,583
Equipment-$584,563$584,563
Other Land Buildings-$286,219$286,219
Land$182,940-$182,940
Leasehold Improvements$21,402$81,236$102,638
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Edmund CarleyPresidentFT$182,551$182,551
Dan HeinsExecutive DiFT$105,296$105,296
Greg NorsSecretary/trPT$12,555$12,555
Anthony LeonardiVice PresidePT$8,265$8,265
Tania CasonVice PresidePT$7,695$7,695
John DoudsVice PresidePT$7,125$7,125
Mari Beth KirklandVice PresidePT$7,125$7,125
Padric FisherVice PresidePT$7,125$7,125
Jeffrey LightnerVice PresidePT$6,840$6,840
Kerry NicholsVice PresidePT$6,270$6,270
Jeff JarrettVice PresidePT$5,700$5,700
Sharon JanicekVice PresidePT$5,700$5,700
Carla BiggerstaffVice PresidePT$5,415$5,415
Bernadette PuodziunasVice PresidePT$5,130$5,130
Charles PetersVice PresidePT$5,130$5,130
Katie EvertsenVice PresidePT$4,275$4,275
John GaleraParliamentar-$3,990$3,990
Revenue and Support

Revenue Composition

Contributions and Grants
$1,854,262
Program Service Revenue
$315,514
Investment Income
$152,067
Other Revenue
$215,583
Change in Net Assets
$-750,394

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,537,426
Revenue Not Reported on Form 990
$154,568
Total Revenue per Audited Statements
$2,691,994
Total Revenue per Form 990
$2,537,426
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,728,991
Salaries, Compensation, and Employee Benefits$558,829
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$759,599
Current Officers, Directors, Trustees, and Key Employees---$386,187
Fees for Services Legal---$334,103
All Other Expenses---$321,215
Other Expenses---$117,911
Other Salaries and Wages---$88,891
Other Employee Benefits---$47,867
Insurance---$32,438
Payroll Taxes---$28,036
Fees for Services Other---$14,418
Depreciation Depletion---$13,840
Office Expenses---$9,616
Fees for Services Accounting---$8,000
Pension Plan Contributions---$7,848
Total Functional Expenses$0$0$0$3,287,820

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,287,820
Total Expenses per Audited Statements$3,287,820
Total Expenses per Form 990$3,287,820
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The executive board reviews and approves form 990 prior to filing.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents, policies, and financial statements are published in the upma leader available online.”

Filing and Contact Details

Filer

Filer Name
United Postmasters and Managers of
EIN
25-0985742
Phone
7036839027
Address
8 HERBERT STREET, ALEXANDRIA, VA 22305

Signing Officer

Name
Anthony Leonardi
Title
Vice President
Phone
7036839027
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anthony Leonardi
Formed
1936
Legal Domicile
Va
Voting Board Members
16
Independent Board Members
16
Employees
5

Preparer

Firm
Oakes Pc
Address
3330 BOURBON ST STE 102, FREDERICKSBURG, VA 22408-7333
Preparer
Kevin T Oakes
Phone
5403711300
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To promote the best interests of the u.s. Postal service, to foster a favorable image of public service, to assure the users of the mail the best service possible, to cooperate with other groups and levels of postal management in the achievement of commmon goals, and to cultivate the welfare and enhance the happiness of its members.”

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IRS990/LocalChaptersInd0false
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0TO PROMOTE THE BEST INTERESTS OF THE U.S. POSTAL SERVICE, TO FOSTER A FAVORABLE IMAGE OF PUBLIC SERVICE, TO ASSURE THE USERS OF THE MAIL THE BEST SERVICE POSSIBLE, TO COOPERATE WITH OTHER GROUPS AND LEVELS OF POSTAL MANAGEMENT IN THE ACHIEVEMENT OF COMMMON GOALS, AND TO CULTIVATE THE WELFARE AND ENHANCE THE HAPPINESS OF ITS MEMBERS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt04576008
IRS990/NetUnrlzdGainsLossesInvstAmt0154568
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05171834
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04576008
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/TotalAmt09616
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/TotalAmt047867
IRS990/OtherExpensesGrp/Desc0COMMITTEE EXPENSES
IRS990/OtherExpensesGrp/Desc1EXECUTIVE COMMITTEE
IRS990/OtherExpensesGrp/Desc2LEADER EXPENSES
IRS990/OtherExpensesGrp/Desc3MAINTENANCE
IRS990/OtherExpensesGrp/TotalAmt0423488
IRS990/OtherExpensesGrp/TotalAmt1374445
IRS990/OtherExpensesGrp/TotalAmt2319918
IRS990/OtherExpensesGrp/TotalAmt3117911
IRS990/OtherRevenueMiscGrp/BusinessCd0541800
IRS990/OtherRevenueMiscGrp/Desc0ENDORSEMENT ROYALTIES
IRS990/OtherRevenueMiscGrp/Desc1ADVERTISING
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0152728
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt162855
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt062855
IRS990/OtherRevenueTotalAmt0215583
IRS990/OtherSalariesAndWagesGrp/TotalAmt088891
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/TotalAmt028036
IRS990/PensionPlanContributionsGrp/TotalAmt07848
IRS990/PoliticalCampaignActyInd0true
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt063086
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt063086
IRS990/PrincipalOfficerNm0ANTHONY LEONARDI
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CONVENTION AND CONFERENCE INC
IRS990/ProgramServiceRevenueGrp/Desc1MEMBER ACTIVITIES/SALES
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IRS990/ProgramServiceRevenueGrp/ExclusionAmt110607
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt110607
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IRS990/PYOtherRevenueAmt0141861
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IRS990/PYRevenuesLessExpensesAmt0-720253
IRS990/PYSalariesCompEmpBnftPaidAmt0623765
IRS990/PYTotalExpensesAmt03194751
IRS990/PYTotalRevenueAmt02474498
IRS990/ReconcilationRevenueExpnssAmt0-750394
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleC/Form1120POLFiledInd0true
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IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt08 HERBERT STREET
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0ALEXANDRIA
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IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd022305
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0660142
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0715583
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0584563
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0584563
IRS990ScheduleD/ExpensesSubtotalAmt03287820
IRS990ScheduleD/LandGrp/BookValueAmt0182940
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0182940
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt021402
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt081236
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0102638
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0154568
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0286219
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0286219
IRS990ScheduleD/RevenueNotReportedAmt0154568
IRS990ScheduleD/RevenueSubtotalAmt02537426
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0259783
IRS990ScheduleD/TotalExpensesPerForm990Amt03287820
IRS990ScheduleD/TotalRevenuePerForm990Amt02537426
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02691994
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03287820
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/HousingAllowanceOrResidenceInd0X
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0182551
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0EDMUND CARLEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0182551
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SubstantiationRequiredInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleJ/TravelForCompanionsInd0X
IRS990ScheduleJ/WrittenPolicyRefTAndEExpnssInd0true
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROMOTE THE BEST INTERESTS OF THE U.S. POSTAL SERVICE, TO FOSTER A FAVORABLE IMAGE OF PUBLIC SERVICE, TO ASSURE THE USERS OF THE MAIL THE BEST SERVICE POSSIBLE, TO COOPERATE WITH OTHER GROUPS AND LEVELS OF POSTAL MANAGEMENT IN THE ACHIEVEMENT OF COMMMON GOALS, AND TO CULTIVATE THE WELFARE AND ENHANCE THE HAPPINESS OF ITS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE BOARD REVIEWS AND APPROVES FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE PUBLISHED IN THE UPMA LEADER AVAILABLE ONLINE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
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IRS990/TotalCompGreaterThan150KInd0true
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