Narfe Parent DO Not Change Address FY2020 filing

Not tax-deductible

Alexandria, VA501(c)(5)Since 1921EIN 53-0114700Revenue $8.9M in FY2020

On file with the IRSnarfe.org606 N Washington St, 22314-1914 · Alexandria, VATax-exempt since Oct 1963

This page gets seen. Tell your story. Claim this org.

Protect & improve the retirement benefits of federal retirees, employees, and their families.

$1.3M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(5)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $645K a year · 7% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Pay to officers and key staff
$1.3M
to officers and key staff · 16% of spending
Fine: pay to officers and key staff is 16% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.1 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$4.7M
37% of total assets
Looks good: liabilities are 37% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 12 voting members
Concern: none of 12 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$8.9M
Spent
$8.3M
Net assets
$8.1M
By yearFY2020–FY2024
Revenue
$8.9M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$8.9M
FY2021$9.4M
FY2022$8.7M
FY2023$8.3M
FY2024$7.8M
Expenses
$8.3M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$8.3M
FY2021$8.4M
FY2022$8.2M
FY2023$7.0M
FY2024$8.1M
Net assets
$8.1M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$8.1M
FY2021$9.1M
FY2022$7.7M
FY2023$9.8M
FY2024$9.8M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 1963.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

17 people listed on the 990; $1.3M paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$253,104Pt VII · Sec A
Staff Vice President
$157,483Pt VII · Sec A
Staff Vice President
$148,313Pt VII · Sec A
National President
$128,067Pt VII · Sec A
Staff Vice President
$118,438Pt VII · Sec A
National Secretary/Treasurer
$114,544Pt VII · Sec A
Director, Information Technology
$103,648Pt VII · Sec A
Regional Vice President
$27,750Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Barbara Sido——$150,106$276,589$253,104
Johann De Castro$134,761$204,744$174,929$163,471$148,313
Jessica Klement———$166,508$157,483
Helen Mosher———$155,228$118,438
John Hatton$140,717$131,706$125,282$122,190—
William Shackelford$133,033$127,073$27,028$28,110$27,750
Kenneth J Thomas——$132,954$129,581$128,067
Kathryn E Hensley$119,062$117,873$118,927$115,849$114,544

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Narfe Parent DO Not Change Address executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org to fix it.

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Advocates for federal retirees' retirement benefits and their families' well-being.

Questions for Narfe Parent DO Not Change Address

Tap to ask. Narfe Parent DO Not Change Address sees how many people are interested.

Your first name shows with your question. Narfe Parent DO Not Change Address answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

3 programs · in their own filed words · FY2020
01

Federal benefits and retirement plans are unique, complex and subject to change. Narfe provides both federal workers and retirees with the clear, reliable and accessible counsel they need to make critical decisions and gain confidence in a secure future.

Pt IX · col B
02

Membership dues support the exempt purpose of the organization by delivering information and resources, in both print and digital formats, designed for the federal community. Legislative and benefits experts provide insight and guidance that enable members to understand and maximize their federal benefits and advocate on behalf of…

Pt IX · col B
03

Narfe's advocacy program is advanced in congress and in the administration by a team of registered lobbyists backed by an informed network of grassroots activists in every state and congressional district, as well as a member-supported political action committee.

Pt IX · col B

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$8.9M
Ln 12
Fees for servicesLn 2g$5.8M
Gifts and grantsLn 1h$2.2M
Other incomeLn 4–11$536K
Money outPt IX
$8.3M
Ln 25
Owns and owesPt X
$8.1M
net assets · Ln 32
Cash and savingsLn 1–2$752K
Total assetsLn 16$12.7M
LiabilitiesLn 26$4.7M
PeoplePt VI, VII
17
listed · VII A
PaidVII A17
Voting boardVI 1a12
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.2M
Fees for servicesLn 2g$5.8M
Investment incomeLn 3$372K
Other incomeLn 4–11$536K
Gains on assetsLn 7$38K
Total revenueLn 12$8.9M
Assets in detailPt X, end of year
CashLn 1$622K
SavingsLn 2$130K
Cash and savings togetherLn 1–2$752K
InvestmentsLn 11–13$8.8M
Land, buildings, equipmentLn 10c$2.7M
Other assetsLn 15$88K
Total assetsLn 16$12.7M
LiabilitiesLn 26$4.7M
Net assetsLn 32$8.1M
OperationsPt I, VI
EmployeesI 552
VolunteersI 67,200
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$525K$752K
InvestmentsLn 11–13$7.6M$8.8M
Land, buildings, equipmentLn 10c$2.7M$2.7M
Total assetsLn 16$11.3M$12.7M
LiabilitiesLn 26$4.6M$4.7M
Net assetsLn 32$6.7M$8.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$224
Pay of current officers, directors and key staffLn 5$772K
Other salaries and wagesLn 7$2.8M
Pension plan contributionsLn 8$76K
Other employee benefitsLn 9$349K
Payroll taxesLn 10$275K
Accounting feesLn 11c$44K
Lobbying feesLn 11d$108K
Professional fundraising feesLn 11e$466K
Other fees for servicesLn 11g$532K
Advertising and promotionLn 12$366K
Office expensesLn 13$1.6M
Information technologyLn 14$212K
OccupancyLn 16$213K
TravelLn 17$12K
Conferences, conventions and meetingsLn 19$41K
InterestLn 20$12K
Depreciation, depletion and amortizationLn 22$192K
InsuranceLn 23$32K
Other expenses (24a–d)Ln 24$203K
All other expensesLn 24e$6K
Total functional expensesLn 25$8.3M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $7.8M$8.1M−$228K$9.8M 990 PDF
FY2023 $8.3M$7.0M$1.3M$9.8M 990 PDF
FY2022 $8.7M$8.2M$488K$7.7M 990 PDF
FY2021 $9.4M$8.4M$1.0M$9.1M 990 PDF
FY2020 Viewing $8.9M$8.3M$619K$8.1M 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $8,922,697 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,232,628$2,168,044
I-9 Program service revenuePrior year $6,285,734$5,846,657
I-10 Investment incomePrior year $396,771$372,111
I-11 Other revenuePrior year $445,095$535,885
I-12 Total revenuePrior year $9,360,228$8,922,697
I-13 Grants and similar amounts paidPrior year $1,304$224
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $4,482,314$4,231,353
I-16a Professional fundraising feesPrior year $603,923$466,266
I-17 Other expensesPrior year $4,901,637$3,605,442
I-18 Total expensesPrior year $9,989,178$8,303,285
I-19 Revenue less expensesPrior year −$628,950$619,412
Part VI · Governance 0 of 12 board members independent, no flags
VI-1a Voting members of the governing body12
VI-1b Independent voting members0
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $8,922,697 across 8 lines filed
VIII-1f All other contributions, gifts and grants$2,168,044
VIII-1h Total contributions, gifts and grants$2,168,044
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,878,166 · Unrelated business $848,046 · Excluded from tax $120,445$5,846,657
VIII-3 Investment incomeExcluded from tax $333,802$333,802
VIII-5 RoyaltiesExcluded from tax $447,227$447,227
VIII-7 Net gain or loss on sales of assetsExcluded from tax $38,309$38,309
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $88,658$88,658
VIII-12 Total revenueRelated to mission $4,878,166 · Unrelated business $848,046 · Excluded from tax $1,028,441$8,922,697
Part IX · Statement of functional expenses $8,303,285 across 21 lines filed
IX-1 Grants to domestic organizations$224
IX-5 Pay of current officers, directors and key staff$771,794
IX-7 Other salaries and wages$2,759,080
IX-8 Pension plan contributions$75,688
IX-9 Other employee benefits$349,358
IX-10 Payroll taxes$275,433
IX-11c Accounting fees$44,328
IX-11d Lobbying fees$108,115
IX-11e Professional fundraising fees$466,266
IX-11g Other fees for services$532,138
IX-12 Advertising and promotion$366,140
IX-13 Office expenses$1,632,670
IX-14 Information technology$212,354
IX-16 Occupancy$212,843
IX-17 Travel$12,467
IX-19 Conferences, conventions and meetings$40,805
IX-20 Interest$11,561
IX-22 Depreciation, depletion and amortization$191,677
IX-23 Insurance$31,502
IX-24 Other expenses (24a–d)$202,585
IX-24e All other expenses$6,257
IX-25 Total functional expenses$8,303,285
Part X · Balance sheet $12,742,450 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $438,344$621,570
X-2 Savings and temporary cash investmentsStart of year $86,594$130,478
X-3 Pledges and grants receivableStart of year $19,721$404
X-4 Accounts receivableStart of year $137,777$300,233
X-9 Prepaid expenses and deferred chargesStart of year $218,026$185,011
X-10c Land, buildings and equipment, netStart of year $2,733,708$2,656,941
X-11 Publicly traded securitiesStart of year $7,635,880$8,760,053
X-15 Other assetsStart of year $17,121$87,760
X-16 Total assetsStart of year $11,287,171$12,742,450
X-17 Accounts payable and accrued expensesStart of year $717,790$787,017
X-19 Deferred revenueStart of year $3,608,486$3,590,006
X-25 Other liabilitiesStart of year $0$705
X-26 Total liabilitiesStart of year $4,626,276$4,677,728
X-27 Net assets without donor restrictionsStart of year $6,619,262$8,023,475
X-28 Net assets with donor restrictionsStart of year $41,633$41,247
X-32 Total net assets or fund balancesStart of year $6,660,895$8,064,722
X-33 Total liabilities and net assetsStart of year $11,287,171$12,742,450
Part XI · Reconciliation of net assets $8,064,722 net assets at year end
XI-1 Total revenue$8,922,697
XI-2 Total expenses$8,303,285
XI-3 Revenue less expenses$619,412
XI-4 Net assets at start of year$6,660,895
XI-5 Net unrealized gains (losses) on investments$784,415
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$8,064,722

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.