NATIONAL ACTIVE & RETIRED FEDERAL EMPLOYEES ASSOCIATION

EIN: 530114700

ALEXANDRIA, VA

Total Revenue
$7,830,988
Total Expenses
$8,058,552
Total Assets
$14,366,771
Net Assets
$9,828,092
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1921
Legal Domicile
DC
Principal Officer
CINDY RENEE BLYTHE
Phone
7038387760
Tax Period
2024-01-01 to 2024-12-31

NATIONAL ACTIVE & RETIRED FEDERAL EMPLOYEES ASSOCIATION, founded in 1921, is a community nonprofit that reported $7.8M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year.

Mission

TO SUPPORT LEGISLATION AND REGULATIONS BENEFICIAL TO FEDERAL CIVILIAN EMPLOYEES AND ANNUITANTS AND POTENTIAL ANNUITANTS UNDER ANY FEDERAL CIVILIAN RETIREMENT SYSTEM AND TO OPPOSE THOSE DETRIMENTAL TO THEIR INTEREST.

Program Service Accomplishments

Program 1

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...

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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. NARFE WEBINARS, TRAINING CONFERENCES, MAGAZINE, ONLINE BENEFIT RESOURCE LIBRARY, AND INDIVIDUAL COUNSELING SERVICES ALL OFFER IN-DEPTH EXPERTISE ON KEY ISSUES.

Program 2

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...

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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 AMERICA'S CIVIL SERVANTS BEFORE LEGISLATORS.

Program 3

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...

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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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,338,199
Program Service Revenue $5,531,789
Investment Income $541,918
Other Revenue $419,082
TOTAL REVENUE $7,830,988

Expense Breakdown

Grants Paid $0
Salaries & Benefits $3,125,868
Fundraising Expenses $0
Other Expenses $4,450,401
TOTAL EXPENSES $8,058,552

Year-over-Year Comparison

2024 2023 Change
Revenue $7,830,988 $8,345,520 -0.1%
Expenses $8,058,552 $7,015,020 +0.1%
Net Income $-227,564 $1,330,500 -1.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
12
Independent Members
N/A
Employees
45
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$368,969
Total Directors
12
$396,865
Key Employees
0
$0
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KATHRYN E HENSLEY NATIONAL SECRETARY/TREASUR 40.00
Officer Director
$119,062 $0 $119,062
CINDY R BLYTHE REGIONAL VICE PRESIDENT 20.00
Director
$14,477 $0 $14,477
ROBERT L HELFRICH REGIONAL VICE PRESIDENT 20.00
Director
$14,477 $0 $14,477
MARSHALL L RICHARDS REGIONAL VICE PRESIDENT 20.00
Director
$14,477 $0 $14,477
ROBERT RUSKAMP REGIONAL VICE PRESIDENT 20.00
Director
$14,477 $0 $14,477
SHARON REESE REGIONAL VICE PRESIDENT 20.00
Director
$14,477 $0 $14,477
LARRY WALTON REGIONAL VICE PRESIDENT 20.00
Director
$14,477 $0 $14,477
ROBERT ALLEN REGIONAL VICE PRESIDENT 20.00
Director
$14,477 $0 $14,477
LYNN HARPER REGIONAL VICE PRESIDENT 20.00
Director
$14,477 $0 $14,477
JEFF ANLIKER REGIONAL VICE PRESIDENT 20.00
Director
$14,477 $0 $14,477
STEVEN ROY REGIONAL VICE PRESIDENT 20.00
Director
$14,477 $0 $14,477
WILLIAM SHACKELFORD NATIONAL PRESIDENT 40.00
Officer Director
$133,033 $0 $133,033
VERONICA BARNES SENIOR DIRECTOR HR & ADMIN 40.00
Officer
$109,418 $7,456 $116,874
JOHANN DE CASTRO STAFF VICE PRESIDENT 40.00
Highest
$134,761 $24,067 $158,828
JOHN HATTON STAFF VICE PRESIDENT 40.00
Highest
$140,717 $23,478 $164,195
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $7,830,988 $8,058,552 $14,366,771 $-227,564
2023 $8,345,520 $7,015,020 $14,112,794 $1,330,500
2022 $8,708,884 $8,220,846 $12,213,934 $488,038
2021 $9,376,790 $8,362,324 $13,503,074 $1,014,466
2020 $8,922,697 $8,303,285 $12,742,450 $619,412
2019 $9,360,228 $9,989,178 $11,287,171 $-628,950
2018 $11,086,439 $11,069,067 $10,619,182 $17,372
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