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Membership More Than Just Dues Presented by Brian J. Wagner, NAPS Secretary-Treasurer

Membership More Than Just Dues Presented by Brian J. Wagner, NAPS Secretary-Treasurer. Who Are Our Members?.

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Membership More Than Just Dues Presented by Brian J. Wagner, NAPS Secretary-Treasurer

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  1. Membership More Than Just Dues Presented by Brian J. Wagner, NAPS Secretary-Treasurer

  2. Who Are Our Members? • Active: (95%) All supervisory/managerial and postmaster personnel not subject to collective bargaining agreements under Chapter 12 of Title 39, US Code. • Associate:(5%) Former active members who were in good standing at the time of USPS retirement. • Honorary: Members in good standing at the time of USPS retirement or promotion. Not required to pay dues. Not eligible for any membership benefits.

  3. Membership Represents • Benefits • Strength in Numbers • Financial Strength • Opportunities

  4. Membership Represents Benefits • Team of National, State and Local officers • 299 Local & State Branches • Legislative Network with funding (SPAC) • Consultative Rights – Title 39 U.S.C. § 1004 • Disciplinary Defense Fund (DDF) • Active Communication • Scholarships/Insurance Plans • Reasonable membership dues • Other? (i.e. Local & State initiatives)

  5. Membership Represents • Benefits • Strength in Numbers • Financial Strength • Opportunities

  6. Membership Represents Strength in Numbers • 70% of EAS are members • Economic Impact on Capitol Hill • Strong Legislative Voice • Network of Peers • Nationwide Representation • Branch Voting Strength (1 for 10)

  7. Membership Represents Strength in Numbers

  8. Strengthen The Numbers • Promote the benefits • Represent the members • Mentor Future Officers • Schedule Branch Meetings • Attend Conventions & Training • Coordinate Membership Drives

  9. Membership Represents • Benefits • Strength in Numbers • Financial Strength • Opportunities

  10. Membership Represents Financial Strength Nationally • Investment Portfolio - $12.4 Million • Conservative Investment Strategy • Sweep Account – Preferred Stock – Dividends • NAPS Building - $13.5 Million • Positive Cashflow • 100% leased • Business Partnerships • Supervisors Political Action Committee (SPAC) (Legislative Strength)

  11. Membership Represents Financial Strength * Membership Dues • Gross Dues - $7,160,767 • Annual Per Capita - $2,624,824 • Remit to Branches - $4,535,943 * Nationally -- NAPS FY 2011-2012 (June 1 to May 31, 2012)

  12. * Per 2012 National Constitution & Bylaws Annual Per Capita Allocation

  13. Membership RepresentsFinancial Strength State & Local Branches • Manage Dues Check-Off (DCO) • Collect & Protect Dues • Branch Budget • Annual Audits

  14. Managing Dues Check-Off (DCO) Report

  15. DCO DesignationsNegatively Impacts Branch Dues

  16. Membership RepresentsFinancial Strength State & Local Branches Collect & Protect • NO DED - $3.50/pay period • Associate Member - $1.75/pay period Budget & Audit • Dues Assessment • Cover branch operations • Representation/Meetings/Conventions/Training/Social Events • Review Branch Expenses • Track the Treasury – Annual Audit & IRS Tax Filings

  17. Membership RepresentsFinancial Strength Track the Treasury Auditing • Verify from last approved audit • Collect monthly financial statements • Verify deposits & withdrawals against all accounts with supporting documentation • Balance all branch accounts (checking/savings) • Verify approved expense(s) (branch minutes, constitutions & bylaws, motions, etc.) • Verify expense for approved disbursement • Present written audit reports with recommendations to branch Voucher System -- Verify • Expenses have been approved • Expense receipt(s) to voucher • Cash advances offset voucher before payment • Disbursement approved (signature of officers) • Actual Disbursement matches approved expense voucher

  18. Membership RepresentsFinancial Strength IRS Tax Filings • Non-Profit/Tax Exempt Organizations are required to file one of the following Forms by the 15th day of the 5th Month at the end of branch Fiscal Year. • Form 990 (Gross receipts > $200,000) • Form 990-EZ (Gross Receipts $50,000 to $200,000) • Electronic Form 990-N /ePostcard (Gross Receipts less than $50,000) • For-Profit NAPS Branch (Not Non-Profit): Annual Corporate Tax filing. Pay taxes on annual branch profits. (S Corp-1120S, Form 1065 as LLC or Partnership, K-1 for each member) Filing dates differ per organizational type. • Form 8832, Entity Classification Election - An eligible entity uses this form to elect how it will be classified for federal tax purposes, as a corporation, a partnership, or an entity disregarded as separate from its owner.

  19. Membership RepresentsFinancial Strength • Due Date of 990N (e-Postcard) • The e-Postcard is due every year by the 15th day of the 5th month after the close of your tax year. • For example, if your tax year ended on December 31, the e-Postcard is due by May 15 of the following year. • If the due date falls on a Saturday, Sunday, or legal holiday, the due date is the next business day. • You cannot file the e-Postcard until after your Fiscal Year ends.

  20. Membership Represents • Benefits • Strength in Numbers • Financial Strength • Opportunities

  21. DCO DesignationsFinancial Opportunities

  22. Membership RepresentsOpportunities • Request Branch member address list • Fix bad addresses • Increase branch communication • Officer Training (OTM) • NAPS Officer • Local, State, National • Political Advocate • Effect NAPS Business • Conventions, Resolutions, Committees

  23. Membership RepresentsOpportunities Membership Drives • Retiring Members (1187-A) • Non-Members • EAS Vacancies • Incentives

  24. Membership Represents 2013 Opportunities Membership Initiatives Dues based on $91 & $45.50* Annual Per Capita 3,000 Vacancies 6,680 Non-Members 10% - $ 27,300 10% - $ 60,788 20% - $ 54,600 20% - $ 121.576 50% - $136,500 50% - $ 303,940 70% - $191,100 70% - $ 425,516 1000 Retiring Members* (1187-A) 10% - $ 4,550 20% - $ 9,100 50% - $ 22,750 70% - $ 31,850

  25. Membership Represents SPACOpportunities • 2012 Total = $163,826 • 563 individuals contributed • 203 via Payroll Deduction • Payroll Deduction -$62,226 • 38% of SPAC is Payroll Deduction

  26. Membership Represents 2013 Opportunities for SPAC Active – 24,600 • 5% More Active donate $5/pp = $159,900/Year • Every Active$5/pp = $3,198,880/Year Associates - 1,300 • 10% More Associate $10/per month = $15,600/Year • Every Associate $5/per month = $78,000/Year

  27. Membership Represents

  28. Membership Represents Involvement!

  29. Thank You!

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