2024-09-11T09:07:11-05:00 2023-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2023-01-01 526080759 NATIONAL POSTAL FORUM NATI 7032185015 7371 ATLAS WALK WAY 603 FAIRFAX VA 20155 MAUREEN GOODSON EXECUTIVE DIRECTOR & COO 7032185015 2024-09-10 1 0 J CALVIN MARKS P01226973 9197196400 2023 2024-08-08 14:25:15Z MAUREEN GOODSON 7371 ATLAS WALK WAY 603 FAIRFAX VA 20155 4127017 0 X WWW.NPF.ORG X 1968 DC TO ASSIST THE USPS IN BUILDING RELATIONSHIPS WITH AND EDUCATING MAILERS. 10 4 4 4 95943 0 0 0 2156986 2928565 83622 80331 90350 95995 2330958 3104891 0 0 0 0 800114 843663 0 0 0 1246261 1927707 2046375 2771370 284583 333521 4658082 5419596 767142 705745 3890940 4713851 X TO ASSIST THE UNITED STATES POSTAL SERVICE IN BUILDING RELATIONSHIPS WITH AND EDUCATING MAILERS IN THE MOST EFFECTIVE AND EFFICIENT USE OF THE PRODUCTS AND SERVICES OFFERED BY THE UNITED STATES POSTAL SERVICE. 0 0 2477843 2928565 THE NATIONAL POSTAL FORUM (THE FORUM) USUALLY HOLDS AN ANNUAL FORUM REPRESENTING THE MAILING INDUSTRY'S PREMIER EDUCATIONAL AND NETWORKING EVENT FOR INDUSTRY PROFESSIONALS. IT PROVIDES BUSINESS MAILERS WITH ONGOING TRAINING AND EDUCATION, AND HELPS THEM KEEP PACE WITH THE MAILING INDUSTRY'S RAPID PROGRESS. THE ANNUAL MEETING IS A COMBINATION EDUCATIONAL CONFERENCE AND TRADE SHOW OFFERING NUMEROUS CHOICES FOR ATTENDEES.THE FORUM PRESENTS A COMBINATION OF FEATURES INCLUDING CONSULTATION CENTERS WHERE CUSTOMERS CAN MEET WITH USPS EXPERTS TO DISCUSS TECHNICAL AND POLICY ISSUES, INDUSTRY EXCHANGES WHERE INDIVIDUAL SEGMENTS OF THE MAILING INDUSTRY CAN MEET AND EXCHANGE IDEAS WITH THEIR PEERS, SPECIALIZED BUSINESS SESSIONS DEALING WITH ALL CURRENT INDUSTRY TOPICS AND ISSUES, AND GENERAL SESSIONS THAT WILL RANGE IN FORMAT FROM A PRESENTATION BY THE POSTMASTER GENERAL TO PRESENTATIONS ON ISSUES OF CURRENT OR IMMEDIATE CONCERN BY THE INDUSTRY.THE FORUM HAS ATTRACTED AN AVERAGE OF 3,500 ATTENDEES PER MEETING OVER THE LAST SEVERAL YEARS THAT REPRESENT A CROSS-SECTION OF THE MAILING INDUSTRY. MORE THAN 98% OF THE ATTENDEES ARE FROM THE U.S. WITH A NUMBER OF PARTICIPANTS FROM CANADA. 2477843 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 16 0 1 4 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 10 4 0 0 1 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 VA X JUDY CLEAR 7032185015 7371 ATLAS WALK WAY 603 FAIRFAX VA 20155 JAMES MYERS CHAIRMAN 1.00 X X 25000 0 0 JOYCE MCGARVY TREASURER 1.00 X X 19500 0 0 MICHAEL GENICK DIRECTOR 1.00 X 14143 0 0 ANITA BIZZOTTO SECRETARY 1.00 X X 14000 0 0 DENNIS FARLEY DIRECTOR 1.00 X 13000 0 0 CHRIS LIEN DIRECTOR 1.00 X 11192 0 0 PAUL SMITH DIRECTOR (FROM AUG '23) 1.00 X 1770 0 0 KATE MUTH DIRECTOR (FROM AUG '23) 1.00 X 1000 0 0 JAMES SAUBER DIRECTOR (FROM AUG '23) 1.00 X 1000 0 0 ROBERT SCHIMEK DIRECTOR (FROM AUG '23) 1.00 X 1000 0 0 MAUREEN GOODSON EXECUTIVE DIRECTOR 40.00 X 225680 0 38636 MARY GUTHRIE DIRECTOR OF MARKETING 40.00 X 149262 0 36038 476547 0 74674 2 0 1 0 CHARLOTTE CONVENTION CENTER 501 S COLLEGE ST CHARLOTTE NC 28202 CONVENTION SERVICES 1157895 O'KEEFE COMMUNICATIONS 2 BETHESDA METRO CENTER SUITE 310 BETHESDA MD 20814 PRODUCTION SERVICES 858157 VISION COLLECTIVE 21615 N 27TH AVE PHOENIX AZ 85027 PRODUCTION SERVICES 228487 INTEGRESS MARKETING INC 116 S WILSHIRE LN ARLINGTON HEIGHTS IL 60004 MARKETING SERVICES 135940 4 FORUM 561000 2672465 1517965 1154500 SPONSORSHIPS 561000 256100 256100 2928565 115559 115559 986898 1022126 -35228 -35228 -35228 MANAGEMENT FEE REVENUE 561000 95943 95943 52 52 95995 3104891 1774065 95943 1234883 365920 292736 73184 338368 270694 67674 51925 41540 10385 48643 38914 9729 38807 31046 7761 6054 6054 50399 1855 48544 31321 31321 135240 135240 124828 116494 8334 28911 23129 5782 29381 23505 5876 128550 128055 495 1345210 1331644 13566 6797 5438 1359 13379 10703 2676 DUES AND SUBSCRIPTIONS 2047 1638 409 TAXES AND LICENSES 1833 1467 366 AWARDS 1230 1230 22527 22515 12 2771370 2477843 293527 0 345303 236367 157382 448353 90351 95943 135053 112440 1382417 1340976 35636 41441 3466361 4017982 300000 300000 127996 167070 4658082 5419596 32640 79045 606506 459630 127996 167070 767142 705745 X 3890940 4713851 3890940 4713851 4658082 5419596 X 333521 489429 -39 X 0 1 X 1 0 X 2405515 33183 1016494 2156986 2928565 8540743 2405515 33183 1016494 2156986 2928565 8540743 0 232810 20627 301696 274898 830031 232810 20627 301696 274898 830031 7710712 102285 98500 55271 71698 115559 443313 102285 98500 55271 71698 115559 443313 52 52 2507800 131683 1071765 2228684 3044176 8984108 0.85830 0.86940 0.04930 0.05160 X 27293 27293 0 1355124 1313683 41441 41441 INVESTMENT IN MEETING GROUP SPECIALISTS 300000 C 300000 457 PLAN OBLIGATION 167070 167070 X PART X, LINE 2: IN ACCORDANCE WITH GAAP, NPF HAS CONCLUDED THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023. X 1 1 X X X 0 0 0 0 1 0 0 0 0 MAUREEN GOODSON EXECUTIVE DIRECTOR 195680 0 30000 0 0 0 21300 0 17336 0 264316 0 0 0 MARY GUTHRIE DIRECTOR OF MARKETING 129262 0 20000 0 0 0 20550 0 15488 0 185300 0 0 0 PART I, LINE 1A THE NATIONAL POSTAL FORUM ALLOWS SPOUSE TRAVEL FOR BOARD MEETINGS AND FORUMS WHERE THEY PERFORM AN ACTIVE SUPPORT ROLE. THE AMOUNTS ARE LISTED ON EACH BOARD MEMBER'S FORM 1099 AND CONSIDERED TAXABLE TO THE RECIPIENT FOR 2023. PART I, LINE 5 MEETINGS GROUP SPECIALISTS, A WHOLLY OWNED SUBSIDIARY OF NATIONAL POSTAL FORUM, PAYS A COMMISSION TO KEY EMPLOYEES. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED IN JULY 2023 TO ELIMINATE ONE YEAR EXTENSIONS FOR BOARD MEMBERS WITH EXPIRED TERMS. FORM 990, PART VI, SECTION A, LINE 6 CERTAIN MEMBERS OF THE ORGANIZATION HAVE THE RIGHT TO APPOINT BOARD MEMBERS TO THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A THE USPS POSTMASTER GENERAL HAS THE RIGHT TO APPOINT TWO MEMBERS TO THE BOARD EVERY FIVE YEARS. THIS RIGHT WAS EXERCISED IN 2012. THE USPS POSTMASTER GENERAL APPOINTED ANITA BIZZOTTO ON DECEMBER 7, 2012. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY THE EXECUTIVE DIRECTOR PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT AND ANY POSSIBLE DISCREPENCIES IN THE STATEMENT ARE REVIEWED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 15A. THE BOARD OF DIRECTORS PERFORMED AN ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR AT THE DECEMBER 2023 BOARD MEETING. THE REVIEW INCLUDES COMPENSATION AND COMPARABILITY TO THE USPS COMPENSATION LEVELS. 15B. KEY EMPLOYEES ARE REVIEWED BY THE EXECUTIVE DIRECTOR. DURING THIS REVIEW PROCESS, ANALYSIS AND COMPARISONS ARE MADE TO KEY USPS EMPLOYEES AND LIKE INDUSTRY POSITIONS, AS REPORTED BY THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -39. MEETINGS GROUP SPECIALISTS INC 3998 FAIR RIDGE DRIVE FAIRFAX VA 22033 311715917 ADMINISTRATION AND MEETINGS MANAGEMENT FOR CONVENTIONS AND TRADE SHOWS VA NATIONAL POSTAL FORUM C 28330 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 MEETING GROUP SPECIALIST INC L 95943 FMV