2025-11-17T13:08:12+00:00 2024-12-31 440160260 Forvis Mazars LLP 500 Ridgefield Court Asheville NC 28806 990 2024-01-01 520741336 National Telecommunications Cooperative Association NATI 7033512000 4121 Wilson Boulevard FL 10 Arlington VA 22203 Shirley Bloomfield Chief Executive Officer 7033512000 2025-11-17 true Amy Bibby P00445891 8282542254 2025-11-17 2024 2025-03-06 01:10:19Z Shirley Bloomfield 4121 Wilson Boulevard FL 10 Arlington VA 22203 20770030 false X www.ntca.org X 1954 VA To promote and sustain advanced communications services in rural America. 13 13 52 13 2877795 491008 23250 17450 17260226 17566876 1063989 2139147 640363 632373 18987828 20355846 80000 50000 0 0 10414104 11147327 0 0 0 8616439 8681374 19110543 19878701 -122715 477145 43230784 42353295 20146833 19080414 23083951 23272881 The mission of NTCA is working on behalf of small broadband providers who are working on behalf of rural America. Our vision is to build a better broadband future for rural America. false false Conference and Meetings: National Telecommunications Cooperative Association holds a number of meetings, both nationally and regionally, where employees of the member companies and directors of the member companies share experiences, attend training seminars, hear industry leaders such as the Federal Communications Commission (FCC) and Rural Utilities Service (RUS) representatives, and disseminate information on programs and new technologies. Publications: National Telecommunications Cooperative Association serves its members by conveying its message and promoting the positions and objectives of small independent rural service providers across all industry fronts. For this purpose, it publishes a quarterly information magazine and a weekly report that keeps members current on industry and legislative activities. 0 false true false false true false false false false false true false false true true true false true false false false false false false false false false true false true false false false false false false false false false false false false false false false true true true false false true 104 0 true 52 true true true false false false false false false false X 13 13 false false false false true true true true true false false false false true true true true true true true false false VA X Mano Koilpillai 7033512000 4121 Wilson Boulevard Suite 1000 Arlington VA 22203 Benjamin Foster Secretary-Treasurer 5.0 X X 11015 0 0 Mike Grisham Chairman 5.0 1.0 X X 14000 0 0 Roxanna Jorgenson Vice Chairman 5.0 X X 11837 0 0 Barry Adair Director 5.0 X 11000 0 0 Craig Cook Director 5.0 X 11000 0 0 Howard Keith Oliver Director 5.0 X 11000 0 0 James Costello Director 5.0 X 11000 0 0 Jennifer Prather Director 5.0 X 11000 0 0 Jonathan West Director 5.0 X 11000 0 0 Judd Genda Board Counsel 5.0 X 38480 0 0 Raymond Dale Merten Director 5.0 X 11000 0 0 Ross Petrick Director 5.0 X 11014 0 0 Tonya Mayer Director 5.0 X 11000 0 0 Manohara Koilpillai Chief Financial Officer 37.5 6.0 X 278226 0 108988 Shirley Bloomfield Chief Executive Officer 37.5 6.0 X 1086070 0 101060 April-Marie Irwin VP of Member Engagement 37.5 X 218783 0 99968 Jennifer S Jushchuk VP of Tech, Talent & Consulting 37.5 X 230663 0 103825 Jill M Canfield VP of Legal 37.5 X 248779 0 101007 Leif Oveson VP of Legislative Affairs 37.5 X 258049 0 93650 Michael R Romano Executive VP - Industry Affairs & Business Development 37.5 X 916969 0 72839 3411885 0 681337 28 false true false CSG Creative 303 S Patrick Street Alexandria VA 22314 Design Outsourcing 690962 Faye Business Systems Group Inc 23801 Calabasas Road Suite 102 Calabasas CA 91302 System Implementation 368338 Power Plus Productions 2445 Grand Avenue Vista CA 92081 Technology & Production Services 338084 Conrad Inc PO Box 471 Manassas VA 20108 Consulting Services 187859 HBW Construction Inc 1055 First St Suite 200 Rockville MD 20850 Ceiling Tile Replacement 185084 6 17450 17450 Membership Dues 900099 7980053 7980053 Conferences and Meeting 900099 5152128 5152128 Management Fee Income 561000 2660829 2660829 Sponsorship 900099 1307536 1307536 Publications 900099 253560 36594 216966 212770 212770 0 0 17566876 925325 925325 41060 41060 414184 414184 0 0 1213822 1213822 0 1213822 1213822 Plan Design 900099 232209 232209 359104 0 0 359104 591313 20355846 14689081 2877795 2771520 50000 1364296 6721699 1338634 1268714 453984 997622 6609 43789 7300 997433 154002 209095 792050 1570736 352459 2812095 154575 111703 Taxes 182312 Other Expenses 116583 Dues and Subscriptions 74494 Printing and Publication 51410 47107 19878701 3342692 3154622 161656 131699 0 0 596098 754066 3802390 2788362 919154 1014028 24855282 25313520 0 212200 212200 13143702 11773160 43230784 42353295 1255857 1022197 6016169 6692961 0 12874807 11365256 20146833 19080414 X 22843835 23058856 240116 214025 23083951 23272881 43230784 42353295 X 477145 -289197 982 X false true true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false 7980053 0 0 1540531 978176 562355 580444 416627 163817 1681415 1393559 287856 1014028 Investment in Deferred Comp Program 1228838 R&S Plan Refunding 1762337 Right-of-Use-Asset 8565228 Due from Services Management Corporation 175222 Other 41535 11773160 Federal Income Taxes Deferred Comp Program Liability - NCTA Employees 1240016 Due to Foundation for Rural Service 5678 Due to Benefit Plans of NCTA and Members 192699 Capital Lease Liability 9926863 11365256 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote NTCA is exempt from federal income taxes under section 501(C)(6) of the Internal Revenue Code (IRC) and is subject to taxation only for income defined as unrelated business income. NTCA evaluated its tax positions and determined that its positions are more likely than not to be sustained on examination. true Foundation for Rural Services 4121 Wilson Boulevard Arlington VA 22203 521889647 501(c)(3) 50000 General Support 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds NTCA budgets an annual contribution to Foundation for Rural Services each year - which is traditionally given out the 1st OTR of the budget year. additional amounts may be contributed as determined by NTCA CEO and NTCA board. $50,000 was contributed in 2024. X true true X X X X false true false Shirley Bloomfield Chief Executive Officer 899589 0 184220 0 2261 0 23000 0 78060 0 1187130 0 0 0 Manohara Koilpillai Chief Financial Officer 253152 0 25000 0 74 0 0 0 108988 0 387214 0 0 0 Michael R Romano Executive VP - Industry Affairs & Business Development 866889 0 50000 0 80 0 0 0 72839 0 989808 0 0 0 Leif Oveson VP of Legislative Affairs 246549 0 11500 0 0 0 0 0 93650 0 351699 0 0 0 Jill M Canfield VP of Legal 241644 0 7000 0 135 0 0 0 101007 0 349786 0 0 0 Jennifer S Jushchuk VP of Tech, Talent & Consulting 212963 0 17500 0 200 0 5000 0 98825 0 334488 0 0 0 April-Marie Irwin VP of Member Engagement 184783 0 20000 0 14000 0 0 0 99968 0 318751 0 0 0 Schedule J, Part I, Line 1a Travel for companions SHIRLEY BLOOMFIELD RECEIVED $2,021 IN TRAVEL FOR SPOUSE WHICH WAS INCLUDED IN TAXABLE COMPENSATION. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan Shirley Bloomfield - 457(F) Plan Contribution - $198,937 Michael Romano - 457(F) Plan Contribution - $48,507 Form 990, Part VI, Line 6 Classes of members or stockholders There shall be two (2) categories or classes of voting members: ILEC Member: An ILEC member is an incumbent local exchange carrier (ILEC) according to section 251(H) of the Communications Act of 1934, as amended, that on the date of enactment of the Telecommunications Act of 1996 was the local exchange carrier that was: (1) providing telephone exchange service in an area; and (2) deemed to be a member of the National Exchange Carrier Association, or is a person or entity that on or after the date of the Act's enactment became a successor or assignee of the ILEC. A local exchange carrier that the Federal Communications Commission has by rule provided for the treatment as an incumbent local exchange carrier may also be an ILEC member. Any new ILEC member must provide fixed voice and/or broadband internet access services to less than 50,000 customers on the date it joins the Association. However, a member may retain membership if it subsequently exceeds the 50,000 customer limit. The ILEC may be structured as either a cooperative association or commercial company which must be designated on the membership application. A member is classified as a cooperative entity if it is a cooperative association, mutual association, or other nonprofit corporation incumbent local exchange carrier. A member is classified as a commercial entity if it is a stock corporation, a limited liability company, or any other form of for-profit corporate structure incumbent local exchange carrier. Communications companies who are eligible for ILEC membership are not eligible for other classes of membership. ILEC members are voting members of the Association. Any ILEC owned by multiple entities must join as a separate/full dues paying ILEC member. Commonly owned or controlled ILEC member: A commonly owned or controlled ILEC member is an organization with common ownership and/or control of two or more telecommunications providers that qualify for ILEC membership. The controlling/holding company is not required to join the association. However, all affiliated ILEC's must join the association, with only the largest ILEC paying the full dues and having voting rights as an ILEC member. Commonly owned or controlled ILEC members will self-select to be designated as either a "cooperative association "commercial entity", as defined under the ILEC membership definition noted above. The following applies to all member categories: All member companies must be in sympathy and accord with the purpose of NTCA as set forth in the Association's bylaws and with the membership at large. For purposes of electing directors pursuant to Article IV, Section 4 of these bylaws, a member that is a cooperative association may only vote for a candidate from a cooperative association and a member that is a commercial entity may only vote for a candidate from a commercial entity. The board may establish special addition categories of non-voting membership as it may deem appropriate and under terms and conditions that it may specify. However, notwithstanding the preceding sentence, any special category of non-voting member established by the board shall be subject to all the eligibility requirements placed on members with regard to participation (or continued participation) in any Association-sponsored employee benefits plan or program. Provided further, no person admitted to membership under a special category created by the board shall be eligible to serve on the board or as an officer of the Association. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body The members of each region shall elect two directors according to election procedures approved by the board and in a manner consistent with applicable law, the articles of incorporation and these bylaws. Subject to the articles of incorporation and these bylaws, each region shall be the judge of the qualifications of the individuals elected as its directors. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders The Association's bylaws may be altered, amended or repealed if not less than two-thirds (2/3) of the board of directors votes to present the members with the proposed revised bylaws, and thereafter, there is an affirmative vote of not less than two-thirds (2/3) of the members voting at any regular or special meeting, provided that the official notice of such regular or special meeting contains a copy of the proposed alteration, amendment or repeal. Form 990, Part VI, Line 11b Review of form 990 by governing body The board does not review the 990 prior to filing. The CFO and controller-association review form 990 before filing with the IRS. Form 990, Part VI, Line 12c Conflict of interest policy The Association's conflict of interest policy applies to all board members and officers. When a person becomes aware of an actual or potential conflict, they disclose all relevant information to the board chair or vice chair, remove themselves from all discussions of the matter, and remove themselves from all votes on the matter. The board may vote to enter the transaction if it determines that the transaction is in the association's best interest. All relevant information is documented in the meeting minutes. If a person violates the Association's conflict of interest policy, they inform the president of the board and the Association's general counsel, who take appropriate action. Form 990, Part VI, Line 15a Process to establish compensation of top management official The chief executive officer's compensation is reviewed by an independent compensation consultant that does a comparison of like positions in the area and presents the study to the NTCA board for approval. This process is documented in the board meeting minutes. This process was last conducted in 2018. However, the annual salary increase and bonus for the CEO are approved by the board every year while the independent consultant study is being done once every five years. Form 990, Part VI, Line 15b Process to establish compensation of other employees Other officers key employees' compensation is reviewed by a compensation consultant every five years. Changes in compensation are presented and approved by the Chief Executive Officer. This process was last reviewed internally by the association in 2020. Form 990, Part VI, Line 19 Required documents available to the public The Association's governing documents, conflict of interest policy and financial statements are available to the public upon request. Form 990, Part VIII, Line 2f Other Program Service Revenue Consulting Services - Total Revenue: 212770, Related or Exempt Function Revenue: 212770, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part VIII, Line 11d Other Miscellaneous Revenue All other revenue - Total Revenue: 359104, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 359104; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Adjustment to Net Assets - 982; Total - 982; Form 990, Part XII, Line 2c The process has not changed from the prior year. Foundation for Rural Service 4121 Wilson Boulevard 10th Floor Arlington VA 22203 521889647 Promote, educate, and advance rural telecommunications VA 501(c)(3) NTCA true NTCA Group Health Program 4121 Wilson Boulevard 10th Floor Arlington VA 22203 521043923 Health and Welfare Benefits VA 501(c)(9) NTCA true NTCA Master Trust for Deferred Comp Plans 4121 Wilson Boulevard 10th Floor Arlington VA 22203 566678513 Deferred Compensation VA NTCA true NTCA Regional Retiree Medical Funding Trust I 4121 Wilson Boulevard 10th Floor Arlington VA 22203 526737391 Post Retirement Benefit Plans DC 501(c)(9) NTCA true NTCA Regional Retiree Medical Funding Trust II 4121 Wilson Boulevard 10th Floor Arlington VA 22203 521889144 Post Retirement Benefit Plans DC 501(c)(9) NTCA true NTCA Regional Retiree Medical Funding Trust 4121 Wilson Boulevard 10th Floor Arlington VA 22203 526685526 Post Retirement Benefit Plans DC 501(c)(9) NTCA true NTCA Retirement and Security Program 4121 Wilson Boulevard 10th Floor Arlington VA 22203 521558805 Defined Benefit Plan VA NTCA true NTCA Savings Plan 4121 Wilson Boulevard 10th Floor Arlington VA 22203 521522857 Defined Contribution Plan VA NTCA true NTCA PAC 4121 Wilson Boulevard 10th Floor Arlington VA 22203 521674218 Voluntary, Non-Partisan Political Action Committee VA 527 NTCA true Services Management Corporation 30 Town Square Boulevard Suite 300 Asheville NC 28801 521200541 Administer benefit plans NC NTCA C Corporation 1 false true true false false false false false false false true true true true true true false false false false Services Management Corporation A 348586 FMV Foundation for Rural Service A 65598 FMV Foundation for Rural Service B 50000 FMV Services Management Corporation P 997622 FMV Services Management Corporation Q 2660829 FMV