Civic Intelligence

National Association of Letter Carriers

990EZ • Fiscal year 2023 • EIN 35-6041989

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 01, 2024

Organization Profile
P O Box 4865Lafayette, IN 47905

(765) 491-2634

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Net Margin

49th percentile

2.9%

Higher net margin than 49% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Top Officer Pay

76th percentile

$10,281

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 15.5% of source-year revenue.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Asset Growth

52nd percentile

2.8%

Faster asset growth than 52% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

30%

Faster revenue growth than 88% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$71,804

Up $1,946 (+2.8%) from 2022

Net Assets

Up

$71,804

Up $1,946 (+2.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin49th percentile

Revenue

Up

$66,247

Up $15,267 (+30%) from 2022

Expenses

Down

$64,301

Down $1,164 (-1.8%) from 2022

Net Income

Up

$1,946

Up $16,431 (+113%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2021: $84,343Liabilities 2021: $0Net Assets 2021: $84,3432021Assets 2022: $69,858Liabilities 2022: $0Net Assets 2022: $69,8582022Assets 2023: $71,804Liabilities 2023: $0Net Assets 2023: $71,8042023Assets 2024: $72,578Liabilities 2024: $0Net Assets 2024: $72,5782024

Highlighted filing

2023

Assets$71,804
Liabilities$0
Net Assets$71,804
Open 2023 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2021: $48,831Expenses 2021: $23,255Net Income 2021: $25,5762021Revenue 2022: $50,980Expenses 2022: $65,465Net Income 2022: -$14,4852022Revenue 2023: $66,247Expenses 2023: $64,301Net Income 2023: $1,9462023Revenue 2024: $71,702Expenses 2024: $70,928Net Income 2024: $7742024

Highlighted filing

2023

Revenue$66,247
Expenses$64,301
Net Income$1,946
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 1, 2024
Return Version
2023v5.0
Gross Receipts
$66,247
Mission and Program Overview

Mission

To provide the betterment of conditions of those engaged in the pursuit of labor.

To provide betterment of conditions in the pursuit of labor.

Program Services

DescriptionGrantsExpenses
provide betterment to the environment and working conditions for all letter carriers$0$0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRI STOCKBERGERPresidentPT$7,066$3,215$10,281
JENNIFER TROXELHelath Benefit/Mba Rep And StewardPT$4,565$1,114$5,679
JEREMY SWIFTVice PresidenPT$3,062$512$3,574
DWANA HAIRSTONSecretary-$2,661$271$2,932
KAREN GARCIATrustee And Steward-$2,446$244$2,690
JEFFREY CHILCOTTTreasurer-$1,542-$1,542
RACHEL LAMBTrustee-$773$187$960
ALICIA ALLENTrustee-$0$4$4
Filing and Contact Details

Filer

Filer Name
NALC Branch 466
EIN
35-6041989
Phone
7654912634
Address
P O Box 4865, Lafayette, IN 47905

Signing Officer

Name
Jerri Stockberger
Title
President
Phone
7654912634
Signed
2024-04-01
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“Revenue from calendar purchase reimbursement and union grievance settlements”

Form 990-EZ, Part I, Line 16

“Expenses include travel expenses for training and education, retirement and honorary recognition events, and reimbursements to other members for union purchases”

Form 990-EZ, Part II, Line 24

“assets include desks, chairs, desktop computer and printer, file cabinets, laptops and shelving”

Raw XML Appendix157 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Jerri Stockberger
IRS990EZ/BooksInCareOfDetail/PhoneNum07654912634
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O Box 4865
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lafayette
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd047905
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt063858
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt065804
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt01946
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt069858
IRS990EZ/Form990TotalAssetsGrp/EOYAmt071804
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt066247
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InvestmentIncomeAmt0166
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt065378
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt069858
IRS990EZ/NetAssetsOrFundBalancesEOYAmt071804
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt069858
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt071804
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.3
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.3
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt07066
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt13062
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt22661
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt31542
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt44565
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt52446
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt6773
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt03215
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt1512
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt2271
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt41114
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt5244
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt6187
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt74
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JERRI STOCKBERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEREMY SWIFT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DWANA HAIRSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEFFREY CHILCOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER TROXEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KAREN GARCIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RACHEL LAMB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ALICIA ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4HELATH BENEFIT/MBA REP AND STEWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE AND STEWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06000
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt027748
IRS990EZ/OtherRevenueTotalAmt0703
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To provide betterment of conditions in the pursuit of labor.
IRS990EZ/PrintingPublicationsPostageAmt06091
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0provide betterment to the environment and working conditions for all letter carriers
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt030462
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt064301
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt066247
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVENUE FROM CALENDAR PURCHASE REIMBURSEMENT AND UNION GRIEVANCE SETTLEMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES INCLUDE TRAVEL EXPENSES FOR TRAINING AND EDUCATION, RETIREMENT AND HONORARY RECOGNITION EVENTS, AND REIMBURSEMENTS TO OTHER MEMBERS FOR UNION PURCHASES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2assets include desks, chairs, desktop computer and printer, file cabinets, laptops and shelving
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/ProfilePasswordChangeInd0X
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JERRI STOCKBERGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07654912634
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NALC Branch 466
ReturnHeader/Filer/BusinessNameControlTxt0NALC
ReturnHeader/Filer/EIN0356041989
ReturnHeader/Filer/PhoneNum07654912634
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 4865
ReturnHeader/Filer/USAddress/CityNm0Lafayette
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047905
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02024-04-01T18:44:34-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JERRI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STOCKBERGER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,804
Liabilities
$0
Net assets
$71,804
Revenue
$66,247
Expenses
$64,301
Net income
$1,946
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$72.6$0.00$72.6$71.7$70.9$0.77
2023Detailed filing. Detailed filing data is available for this year.$71.8$0.00$71.8$66.2$64.3$1.95
2022Detailed filing. Detailed filing data is available for this year.$69.9$0.00$69.9$51.0$65.5$14.5
2021Detailed filing. Detailed filing data is available for this year.$84.3$0.00$84.3$48.8$23.3$25.6