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Postmaster Organization

Consolidation

United Postmasters and Managers of

America (UPMA)

Postmaster Positions

1901 = 77,000

1950 = 41,000

1975 = 30,000

1990 = 27,000

1995 = 26,000

2000 = 26,100

2005 = 25,300

2011 = 17,900

2015 = 15,200 Over 10’000 jobs eliminated in the last 10 years

Current Membership Classifications

NAPUS

1) Active: PM, Acting PM, OIC

& PMR

2)

Postmaster Retired

3) Associate: Active Member

Honorably Separated, transferred, surviving spouse

League

1) Active: “Person in Charge of a Post Office”

2)

Associate: Retired, OIC,

Former Postmaster, EAS or

Former EAS

3) League Benefit Member

UPMA Membership Classification

1) Active: Postmaster, Postmaster Relief,

Manager, Supervisor or any other EAS employee employed by the Postal

Service.

2) Postmaster Retired

3) Associate

Current Dues Structure

NAPUS

.5 of 1% of EAS Schedule

52% to National and 48% to the State Chapter

Retiree Dues: 24% to the

State Chapter, 23% to the

Gazette, 20% to the National

Retirees and 33% to the

National Office

League

.475 of 1% of EAS Schedule

60% to National and 40% to the

State Chapter

Retiree Dues: 13% off the top to the National Retirees then the remainder is split 31% to the

State Chapter and 69% to the

National Office

Assessment for Legal Counsel, etc. ($5.50 Monthly)

UPMA Dues Structure

.5 of 1% of the midpoint of the EAS salary schedule

Retirees, PMR’s and Retired EAS: $60 annually (increase tied to COLA)

Active: 52% to National and 48% to Chapters

Retirees: 50% to National, 25% to National Postmasters

Retired and 25% to the Chapters

Note: In this structure, more money will go to the

Postmasters Retired and to the Chapters. Associate

member dues will be part of the Postmasters Retired.

League Retirees and Associate

Retirees: 2847

Dues: $60/annually

Total= $170,820.00

Dual Members:

23%= $131,531.00

Associate: 1601

Dues:$60/annually

Total= $96,060.00

Dual Members:

5%= $91,257.00

10%= $86,454.00

15%= $81,651.00

League Retiree and Associate Combined

Combined dues with % of associate dual members at 5,

10 and 15%; knowing the fact that 23% (+ or – 1%) of the Retirees from The League of Postmasters are dual members.

100%=$266,880, Natl. =$133,440 PM Ret.=$66,720 Chap.=$66,720

5%= $222,788 Natl. =$111,394 PM Ret.=$55,967 Chap.=$55,967

10%= $217,984 Natl.=$108,992 PM Ret=$54,496 Chap.=$54,496

15%= $213,181 Natl.=$106,591 PM Ret=$53,295 Chap.=$53,295

CURRENT MEMBERSHIP DUES INCOME

Level 18-PCES Postmasters

Current NAPUS Membership: 7851

Current NAPUS Contribution:

100% is $2,659,456.00

(dual members are not a factor because all members will be calculated in the

UPMA total)

Current League Membership: 3762

Potential Increase in revenue:

39% Dual Membership (+/- 1%)

The additional 61% represents

$771,039.00 in increased revenue for

UPMA

This does not include Retirees and Assoc.

Total UPMA Dues using March 2015 membership numbers

Total income 100% coming from both organizations: $4,486,855.00

With 39% active and 23% retired dual members coming from the

League: $3,993,601.00

These numbers include all active , Retired and associate members from both organizations.

Financial Assets and Outstanding Obligations

League:

Cash on hand: ~$500,000

Value of Condo: ~$700,000

Value of League office: 0 (rented)

Obligation: Pension- ~$500,000

NAPUS

Cash On Hand: ~$2,250,000

Value of Residence : ~$800,000

Value of the NAPUS Office: ~$800,000

Obligation: None

UPMA National Board

President

Executive Vice President (see National VP below)

Secretary/Treasurer (No Salary)

Twelve National Vice Presidents (one to be elected

Executive VP)

National Retiree President

Note: Immediate Past President (1 year only) and

Parliamentarian shall be non-voting members

UPMA National Board Transition Notes

NAPUS

Co-President (2 years – Tony

Leonardi)

Co-Sec/Treas (1Year – D. Heins)

6 National Vice Presidents, 3 from the East Area and 3 from the West Area

No Executive Vice President during the Co-Presidency

Co-Retiree President (1 year)

League

Co-President (2 years – G. Sean

Acord)

Co-Sec/Treas (1Year – TBD)

6 National Vice Presidents, 3 from the East Area and 3 from the West Area

No Executive Vice President during the Co-Presidency

Co-Retiree President (1 year)

Division of UPMA Area’s

West

AK, AR, AZ, CA, CO,

HI/PI, IA, ID, IL, KS, LA,

MN, MO, MT, ND, NE,

NM, NV, OK, OR, SD,

TX, UT, WA, WI, WY

East

AL, CT, DE, FL, GA, IN,

KY, MA, MD/DC, ME,

MI, MS, NC, NH, NJ,

NY, OH, PA, PR/VI, RI,

SC, TN, VA, VT, WV

Postal Area Coordinators

8 Postal Area Coordinators will provide a channel of communication between the Organization and the U.S. Postal

Service to protect the interest and welfare of Postmasters and other members.

These Coordinators will serve 3 year terms (no term limits) with the elections being held at the National Convention. Only active EAS members in that Area are eligible to vote.

During the transition, NAPUS will select 4 Coordinators and the

League will select 4 to serve until October 31, 2017. Elections for all

Area’s will be held during the 2017 National Convention.

Transition Notes:

National Presidential election will occur in 2018

National Secretary/Treasurer election will occur in 2017

National Retiree President election will occur in 2017

National Vice Presidential elections will occur in 2016 with both

NAPUS and the League electing 6 each. The 2 candidates from each side receiving the most votes will serve a 3 year term. The next 2 receiving the most votes from each side will serve a 2 year term. The next 2 receiving the most votes from each side will serve a 1 year term.

Transition Notes Continued:

In 2017 and beyond, no newly elected National VP shall come from a chapter that is currently represented on the Board in the same position.

Elected National Board members will take office November 1 st of each year.

Executive VP position to begin in 2018. This position will be elected following the National Convention by a vote of the current Board and the newly elected Board members. This will be a yearly election.

Immediate Past President position to begin following the 2021 election.

Transition Notes Continued:

During the transitional period (2016 – 2018), roll call votes cast by each Chapter at the National Convention will be based on the vote percentage cast at the Chapter convention.

Adverse Action Member Representatives will assume their duties on November 1 st , 2016. Prior to this date, the

NAPUS President and the League President will each select 6 Representatives to cover the 12 positions.

Transition Notes Continued:

Upon the approval of the consolidation by both organizations, it is understood that all current members will become members of UPMA.

No amendments or changes to the Articles or the

Bylaws will be allowed until after November 1 st , 2018.

Chapter Boards - Transition

o o o

Beginning November 1 st , 2016, the temporary structure of Co-

Presidents, Co-Secretary/Treasurers and Co-Retiree Presidents will take effect. Prior to November 1 st , 2016, the League and NAPUS will caucus separately to elect two (2) Vice Presidents each to serve on the new Chapter Board.

At the 2017 Chapter convention an entire Chapter Board will be elected.

A Chapter Bylaws template has been created to assist each

Chapter with establishing their new Bylaws.

Notable Notes:

Postmasters Retired, Retired EAS and PMR’s may hold a

Chapter office (minus President and Executive VP) provided no active EAS member seeks the position.

Postmasters Retired and Retired EAS may vote at the

National level on dues, membership, and time and place of future National Conventions.

PMR’s are part of the “Active” classification and therefore may vote on all Chapter matters but may only seek office as described above. PMR’s are considered part of the 1 to 10 ratio when determining delegate votes per Chapter.

Benefits of Consolidation

Office Space

Office Equipment

Office Utilities

Legal Fees

Legislative Fees

Presidential Expenses

Savings

Benefits of Consolidation Cont.

Savings

Publication Expenses

Office Personnel

Website Fees

Secretary/Treasurer Expenses

Insurance Expenses, etc.

Note: The last 2 slides account for approx. $800,000 savings

Benefits of Consolidation Cont.

Savings

After 2018, the Organization will only need to provide one location for presidential housing.

The additional dues revenue is estimated conservatively at $800,000 per year starting November of 2016.

New (UPMA) Organizational Requirements of 4

1

Organizational

Name

Articles of Incorporation

By-Laws

Registered Agent for

Incorporation

Tax ID and Tax-exempt status filing

Membership system

Address, location

Business insurance

Equipment leases, current and new or replacement

Current assets/liabilities

Phone systems, lines, and numbers

New (UPMA) Organizational Requirements 1 of 3

2 of 4

Organizational (cont.)

Website domain

Website development

Website and DNS hosting

ISP

County business license, taxes

Network servers, IT support, etc

Logo and banner used for printed materials, brochures, letterhead, envelopes, etc.

State branch tax id and exempt status

Accounting software

Staff

Positions

New (UPMA) Staff/PAC Requirements

3 of 4

Staff (cont.)

Personnel Manual

Health Insurance

L/S disability, life and dismemberment insurance

Workers Comp Insurance

Federal and State payroll tax accounts, unemployment insurance

Payroll service

401K Plan-new and status of existing

PAC

Status of existing PAC’s and funds

New PAC Name, Tax number, creation

New (UPMA) Banking/Audit/Publication Requirements

4 0f 4

PAC (cont.)

FEC filings

US House and Senate filings

Payroll deduction bank account

Legislative consultant

Banking:

Operating accounts and PAC accounts

State dues rebate transfer process and state branch accounts

Audit:

Auditors/Firm

Tax Filings

Financial Statements

Publications:

Name

Editor

Printer/Mailer

USPS CAPS account

Other issues as necessary…

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