2024-04-09T09:46:01-05:00 2023-06-30 521186096 RUBINO AND COMPANY CHARTERED 6903 ROCKLEDGE DRIVE SUITE 300 BETHESDA MD 208171818 990 2022-07-01 521638678 MANUFACTURERS ALLIANCEMAPI INC MANU 7038419000 PO BOX 12897 ARLINGTON VA 22219 ROBERT M STORZ VP, FIN & OPERATIONS & CFO 7038419000 2024-04-08 1 ROBERT STORZ 999009999 0 KAY VOLLANS CPA P01404047 3015643636 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEPHEN V GOLD PO BOX 12897 ARLINGTON VA 22219 9606811 0 X WWW.MANUFACTURERSALLIANCE.ORG X 1933 DE PROVIDES RESEARCH, PROFESSIONAL DEVELOPMENT, AND EDUCATION FOR PROFESSIONALS IN MANUFACTURING. 53 52 37 56 0 0 0 0 6175907 6938649 456839 401430 350800 31089 6983546 7371168 3092 10000 0 0 4644667 4946719 0 0 0 2687148 2302049 7334907 7258768 -351361 112400 11092949 10451496 4761286 3975375 6331663 6476121 MANUFACTURERS ALLIANCE IS A NONPROFIT PROFESSIONAL SOCIETY SUPPORTING MANUFACTURING LEADERS. PROVIDES EDUCATIONAL OPPORTUNITIES FOR SENIOR LEVEL MANUFACTURING EXECUTIVES TO EXCHANGE KNOWLEDGE AND BUILD EXPERTISE AND BETTER MANAGEMENT PRACTICES. 0 0 EXECUTIVE EDUCATION: THROUGH ITS EXECUTIVE COUNCILS MANUFACTURERS ALLIANCE PROVIDES MEMBER LED BEST PRACTICE CASE STUDIES, BENCHMARKING, AND NETWORKING OPPORTUNITIES FOR SENIOR LEVEL EXECUTIVES WITHIN TWO DOZEN AREAS OF MANUFACTURING MANAGEMENT. ITS PRIMARY PROGRAMS IN THIS AREA INCLUDE CONFERENCES, SURVEYS, EDUCATIONAL WEBINARS, AND RESEARCH STUDIES. RESEARCH AND PUBLISHING: MANUFACTURERS ALLIANCE PRODUCES BUSINESS AND POLICY RESEARCH ON TOPICS OF GREATEST INTEREST TO MANUFACTURING COMPANIES AND THEIR SENIOR LEADERS. WEBSITE AND COMMUNICATION: MANUFACTURERS ALLIANCE EXPERTS ADDRESS MEMBERS' SENIOR MANAGEMENT TEAMS, CONFERENCES, AND WORKSHOPS THROUGHOUT THE YEAR. THE COUNCIL DIRECTORS RESPOND TO MEMBER MANAGEMENT REQUESTS FOR BUSINESS INFORMATION AND EACH COUNCIL PROVIDES ELECTRONIC INFORMATION SHARING NETWORKS. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 21 0 1 37 1 0 0 0 0 0 0 0 0 X 53 52 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X ROBERT M STORZ 7036475141 PO BOX 12897 ARLINGTON VA 22219 RAJ BATRA CHAIR 0.50 0.50 X X 0 0 0 PATRICK J DEMPSEY CHAIR (END 7/7/22) 0.50 0.50 X X 0 0 0 LEE C BANKS VICE CHAIR 0.50 0.50 X X 0 0 0 J SCOTT HALL EXECUTIVE COMMITTEE MEMBER 0.50 0.50 X X 0 0 0 RONALD C KEATING EXECUTIVE COMMITTEE MEMBER 0.50 0.50 X X 0 0 0 JOHN R SCANNELL EXECUTIVE COMMITTEE MBR (END 2/6/23) 0.50 0.50 X X 0 0 0 STEPHEN R SMITH EXECUTIVE COMMITTEE MEMBER 0.50 0.50 X X 0 0 0 NISHAN J VARTANIAN EXECUTIVE COMMITTEE MEMBER 0.50 0.50 X X 0 0 0 TODD A ADAMS TRUSTEE 0.50 X 0 0 0 JAMES K KAMSICKAS TRUSTEE 0.50 X 0 0 0 HOWARD COKER TRUSTEE 0.50 X 0 0 0 DAVID W HEINZMANN TRUSTEE 0.50 X 0 0 0 CHRISTOPHER L MAPES TRUSTEE 0.50 X 0 0 0 KARIN DE BONDT TRUSTEE 0.50 X 0 0 0 BENTRAUM D HUFFMAN TRUSTEE 0.50 X 0 0 0 MAX H MITCHELL TRUSTEE 0.50 X 0 0 0 PATRICK K DECKER TRUSTEE 0.50 X 0 0 0 SUNDARAM NAGARAJAN TRUSTEE 0.50 X 0 0 0 JUGAL K VIJAYVARGIYA TRUSTEE 0.50 X 0 0 0 NICHOLAS T PINCHUK TRUSTEE 0.50 X 0 0 0 WILLIAM WALTZ TRUSTEE 0.50 X 0 0 0 LOUIS PINKHAM TRUSTEE 0.50 X 0 0 0 ROBERT S WETHERBEE TRUSTEE 0.50 X 0 0 0 FRED STEPHAN TRUSTEE 0.50 X 0 0 0 KEVIN J WHEELER TRUSTEE 0.50 X 0 0 0 DAVID A ZAPICO TRUSTEE 0.50 X 0 0 0 ROEL VESTJENS TRUSTEE (END 2/24/23) 0.50 X 0 0 0 CARL R CHRISTENSON TRUSTEE (END 3/28/23) 0.50 X 0 0 0 ERIC D ASHLEMAN TRUSTEE 0.50 X 0 0 0 GERBEN W BAKKER TRUSTEE 0.50 X 0 0 0 BRIAN A DECK TRUSTEE 0.50 X 0 0 0 DANIEL L JONES TRUSTEE 0.50 X 0 0 0 RANDY BREAUX TRUSTEE 0.50 X 0 0 0 NEIL D BRINKER TRUSTEE 0.50 X 0 0 0 DAVID DUNBAR TRUSTEE 0.50 X 0 0 0 ERIN N KANE TRUSTEE 0.50 X 0 0 0 JOHN C PFEIFER TRUSTEE 0.50 X 0 0 0 BRIAN M MCNEILL TRUSTEE 0.50 X 0 0 0 GRAHAM ROBINSON TRUSTEE 0.50 X 0 0 0 THOMAS OKRAY TRUSTEE 0.50 X 0 0 0 E JEAN SAVAGE TRUSTEE 0.50 X 0 0 0 IAN WALSH TRUSTEE 0.50 X 0 0 0 ROBERT J PAGANO TRUSTEE 0.50 X 0 0 0 ANDERS SJOELIN TRUSTEE 0.50 X 0 0 0 ROBERT WAMBOLDT TRUSTEE 0.50 X 0 0 0 DAVID J WILSON TRUSTEE 0.50 X 0 0 0 RICK A BUCHER TRUSTEE 0.50 X 0 0 0 KIMBERLY K RYAN TRUSTEE 0.50 X 0 0 0 MARK W SHEAHAN TRUSTEE 0.50 X 0 0 0 PAUL STERNLIEB TRUSTEE 0.50 X 0 0 0 WILLIAM CHRISTENSEN TRUSTEE 0.50 X 0 0 0 ERIC A VAILLANCOURT TRUSTEE 0.50 X 0 0 0 GEORGE WILSON TRUSTEE 0.50 X 0 0 0 THOMAS J HOOK TRUSTEE 0.50 X 0 0 0 ALOK MASKARA TRUSTEE 0.50 X 0 0 0 PAT J ROCHE TRUSTEE 0.50 X 0 0 0 STEPHEN V GOLD PRESIDENT & CHIEF EXECUTIVE OFFICER 40.00 5.00 X X 503870 0 105182 ROBERT M STORZ VP & CHIEF FINANCIAL OFFICER 45.00 0.50 X 247604 0 24975 SUSAN COSTLOW VICE PRESIDENT 45.00 X 219713 0 37071 DAVID AUGLIERA VICE PRESIDENT 45.00 X 212890 0 34416 KRISTIN GRAYBILL VICE PRESIDENT 45.00 X 211241 0 32389 ATHENA POLYDOROU COUNCIL DIRECTOR 45.00 X 173761 0 17782 JOHN R MILLER COUNCIL DIRECTOR 45.00 X 173507 0 37406 KRZYSZTOF BLEDOWSKI SNR COUNCIL DIRECTOR (END 1/31/23) 45.00 X 170718 0 16912 NOAH COHRSSEN DIRECTOR OF TECHNOLOGY 45.00 X 152744 0 29827 JAVIER CASTRO DIRECTOR OF EVENTS 45.00 X 149463 0 15287 2215511 0 351247 13 0 1 0 0 COUNCIL MEMBERSHIP FEE 900099 4575880 4575880 CORPORATE DUES 900099 946553 946553 MEETING FEES 900099 941716 941716 MANAGEMENT FEE 900099 410000 410000 SPONSORSHIPS 900099 64500 64500 6938649 236073 236073 2401000 2162296 73347 238704 -73347 165357 165357 OTHER INCOME 900099 31089 31089 31089 7371168 6938649 0 432519 10000 1665867 2564764 220827 217327 277934 741 24295 75737 231475 237721 344616 125913 132128 624224 271153 205766 28280 7258768 314152 255804 236916 84907 670116 194815 112783 945276 560208 544553 385068 9563422 8594102 5012 239091 343704 11092949 10451496 964816 620153 3050880 3102417 745590 252805 4761286 3975375 X 6331663 6476121 6331663 6476121 11092949 10451496 X 112400 -43098 75156 X 0 1 X 1 0 0 1 0 945276 560208 385068 385068 DEFERRED COMPENSATION LIABILITY 252805 252805 X PART X, LINE 2: THE ALLIANCE IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE (IRC). THE FOUNDATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE IRC AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. MANAGEMENT HAS CONCLUDED THAT EACH ENTITY HAS MAINTAINED ITS EXEMPT TAX STATUS AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2023, AND 2022. TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY THE IRS ARE 2020 THROUGH 2022. 0 WILLIAM MARSH RICE UNIVERSITY PO BOX 1892 HOUSTON TX 77251 741109620 501(C)(3) 10000 0 PUBLIC POLICY EDUCATION DONATION TO THE BAKER INSTITUTE FOR PUBLIC POLICY 1 0 X X X 0 1 0 STEPHEN V GOLD PRESIDENT & CHIEF EXECUTIVE OFFICER 437964 0 65906 0 0 0 81850 0 23332 0 609052 0 0 0 ROBERT M STORZ VP & CHIEF FINANCIAL OFFICER 217782 0 29822 0 0 0 22067 0 2908 0 272579 0 0 0 SUSAN COSTLOW VICE PRESIDENT 190376 0 29337 0 0 0 20129 0 16942 0 256784 0 0 0 DAVID AUGLIERA VICE PRESIDENT 186549 0 26341 0 0 0 19400 0 15016 0 247306 0 0 0 KRISTIN GRAYBILL VICE PRESIDENT 184158 0 27083 0 0 0 19467 0 12922 0 243630 0 0 0 JOHN R MILLER COUNCIL DIRECTOR 155507 0 18000 0 0 0 16184 0 21222 0 210913 0 0 0 ATHENA POLYDOROU COUNCIL DIRECTOR 157761 0 16000 0 0 0 15530 0 2252 0 191543 0 0 0 KRZYSZTOF BLEDOWSKI SNR COUNCIL DIRECTOR (END 1/31/23) 160718 0 10000 0 0 0 14896 0 2016 0 187630 0 0 0 NOAH COHRSSEN DIRECTOR OF TECHNOLOGY 136744 0 16000 0 0 0 14396 0 15431 0 182571 0 0 0 JAVIER CASTRO DIRECTOR OF EVENTS 140463 0 9000 0 0 0 13292 0 1995 0 164750 0 0 0 PART I, LINE 4B STEPHEN V. GOLD, PRESIDENT AND CEO, PARTICIPATED IN A 457(F) NON-QUALIFIED RETIREMENT PLAN. A DISBURSEMENT OF $62,139.53 WAS MADE TO STEPHEN GOLD WITH THE 7/29/2022 PAYCHECK. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THE CORPORATION SHALL BE LIMITED TO MEMBER COMPANIES. ANY PERSONS, CORPORATIONS, FIRMS, PARTNERSHIPS, OR OTHER ENTITIES ENGAGED IN MANUFACTURING AND RELATED BUSINESS SERVICES WITHIN THE INDUSTRY SHALL BE ELIGIBLE FOR MEMBERSHIP IN THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE TRUSTEES SHALL BE ELECTED AT THE ANNUAL MEETING EACH YEAR. THE BOARD SHALL BE SELECTED FROM AMONG TOP LEVEL EXECUTIVES OF MEMBER COMPANIES, PROVIDED THAT NO MORE THAN ONE TRUSTEE SHALL BE SELECTED FROM ANY MEMBER COMPANY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS SUBMITTED TO THE PRESIDENT AND CEO, CHAIRMAN, AND VICE CHAIRMAN PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL EMPLOYEES SIGN A CODE OF CONDUCT POLICY WHICH REQUIRES EMPLOYEES TO NOTIFY MANUFACTURERS ALLIANCE IF THERE IS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST. SIMILARLY, THE FOUNDATION'S GOVERNING BODY, THE EXECUTIVE COMMITTEE OF THE MANUFACTURERS ALLIANCE BOARD OF TRUSTEES, MUST ALSO SIGN A CONFLICT OF INTEREST NOTICE REQUIRING THEM TO NOTIFY THE ORGANIZATION OF POTENTIAL CONFLICTS OF INTEREST, AS WELL AS TO RECUSE THEMSELVES FROM ANY DISCUSSION OR VOTE IN WHICH THEY OR THEIR IMMEDIATE FAMILY MEMBERS OR THEIR COMPANIES MAY HAVE AN INTEREST. MANAGEMENT AND THE EXECUTIVE COMMITTEE MONITOR ACTIVITIES FOR COI THROUGH APPROPRIATE TRANSACTIONAL REVIEW AND IF A TRANSACTION OCCURS WHICH RAISES THE ISSUE OF A CONFLICT OF INTEREST THE PROCEDURE IS TO NOTIFY MANUFACTURERS ALLIANCE'S GENERAL COUNSEL AND CEO WHO WILL INVESTIGATE THE POTENTIAL CONFLICT. IF THE CONFLICT CAN BE FULLY RESOLVED QUICKLY, THE MATTER WILL BE RESOLVED AND DOCUMENTED. IF THE MATTER IS MORE COMPLEX OR REQUIRES ADDITIONAL INVESTIGATION, THE CEO WILL HIRE AN OUTSIDE PARTY TO COMPLETE AN INVESTIGATION AND RECOMMEND A RESOLUTION. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE PRESIDENT AND CEO AND OF THE VICE PRESIDENT OFFICERS ARE REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE ON AN ANNUAL BASIS. THE ORGANIZATION PERIODICALLY ENGAGES AN INDEPENDENT PROFESSIONAL REVIEW OF COMPENSATION, MOST RECENTLY IN 2021. IN THE INTERIM, COMPENSATION OF KEY EMPLOYEES IS DETERMINED BY THE CEO AND REVIEWED BY HR USING SALARY SURVEYS AND OTHER MARKET DATA. FORM 990, PART VI, SECTION C, LINE 19 MANUFACTURERS ALLIANCE'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST BASED ON MANAGEMENT'S APPROVAL. FORM 990, PART VI, SECTION A, LINE 1A: THE BOARD DELEGATED BROAD AUTHORITY TO THE EXECUTIVE COMMITTEE WHO THEN RECEIVES AFFIRMATION FROM THE FULL BOARD AS REQUIRED BY GOVERNING DOCUMENTS. FORM 990, PART XI, LINE 9: NET PENSION ADJUSTMENTS 75,156. MANUFACTURERS ALLIANCE FOUNDATION PO BOX 12897 ARLINGTON VA 22219 521812633 ADVANCEMENT OF TECHNOLOGY AND PRODUCTIVITY IN THE MANUFACTURING INDUSTRY DE 501(C)(3) LINE 12B, II 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 MANUFACTURERS ALLIANCE FOUNDATION O 410000