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NALC HEALTH BENEFIT PLAN FOR EMPLOYEES AND STAFF

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Public IRS 990 nonprofit record

NALC HEALTH BENEFIT PLAN FOR EMPLOYEES AND STAFF

EIN 54-1875242 · Mutual & Membership Benefit (Y430)

What they do

THE ORGANIZATION is THE TRUST for A WELFARE BENEFIT PLAN THAT COVERS EMPLOYEES and ANNUITANTS, and THEIR ELIGIBLE DEPENDENTS and SURVIVORS, of THE NATIONAL ASSOCIATION of LETTER CARRIERS, A TAX-EXEMPT ORGANIZATION, and ITS RELATED ENTITIES. THE ORGANIZATION is AN EMPLOYEE BENEFIT PLAN SUBJECT to THE LAWS of EMPLOYEE RETIREMENT INCOME SECURITY ACT of 1974.

Before you give

Should I give to this charity?

Easy charity check
We do not have enough spending detail

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Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders10 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$79.88spent for every $100 of revenueRevenue covered expenses this year.
$1.21in assets for every $1 spent this yearSome assets cannot be spent right away.

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  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $152,065 for RICK LAFOLLETTE (CONTROLLER). Compare pay with organizations of similar size and complexity.

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Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

Money in and money out

Revenue$16,319,898
Expenses$13,036,897
Annual surplus $3,283,001 Revenue was higher than expenses for this filing year.
See all reported dollar amounts
Revenue$16,319,898
Expenses$13,036,897
Assets$15,822,600
Income$17,318,303
Stocks and bonds$9,082,842
Accounting fees$96,688
Investing fees$24,162
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
RICK LAFOLLETTECONTROLLER · 33 hrs/week $152,065Base · Other $152,065
BERNARD PERLMUTTERASSISTANT ADMINISTRATOR · 34 hrs/week $104,787Base · Other $104,787
CHARLES HEEGETRUSTEE · 1 hrs/week $84,633Base · Other $84,633
SANDRA LAEMMELTRUSTEE · 1 hrs/week $79,592Base · Other $79,592
JARDINE BERNITASUPERINTENDENT OF CLAIMS · 1 hrs/week $79,563Base · Other $79,563
KENNETH TUSSINGMAINTENANCE MANAGER · 1 hrs/week $72,477Base · Other $72,477
BRIAN RENFROEADMINISTRATOR · 1 hrs/week $62,014Base · Other $62,014
STEPHANIE STEWARTASST ADMINISTRATOR · 5 hrs/week $55,011Base · Other $55,011
SHEWBRIDGE HOWARDISS MANAGER · 1 hrs/week $54,083Base · Other $54,083
LAWRENCE D BROWN JRTRUSTEE · 1 hrs/week $9,181Base · Other $9,181

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (10)

RICK LAFOLLETTECONTROLLER

BERNARD PERLMUTTERASSISTANT ADMINISTRATOR

CHARLES HEEGETRUSTEE

SANDRA LAEMMELTRUSTEE

JARDINE BERNITASUPERINTENDENT OF CLAIMS

KENNETH TUSSINGMAINTENANCE MANAGER

BRIAN RENFROEADMINISTRATOR

STEPHANIE STEWARTASST ADMINISTRATOR

SHEWBRIDGE HOWARDISS MANAGER

LAWRENCE D BROWN JRTRUSTEE

About this charity

Recognized since
January 1999
Location
20547 WAVERLY CT, ASHBURN, VA 20149-0001
County
Loudoun
In care of
% STEPHANIE STEWART ASST ADMI
Primary officer
STEPHANIE STEWART, ASST. ADMINISTRATOR

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
January 1, 2024
Return type
990
Tax preparer
WITHUMSMITHBROWNPC
NTEE classification
Mutual & Membership Benefit (Y430)

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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