2024-09-29T11:43:45-05:00 2023-12-31 111986323 MARCUM LLP 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-01-01 131084330 NATIONAL ASSOCIATION OF MANUFACTURERS OF THE UNITED STATES OF AMERICA NATI 2026373000 733 10TH STREET NW 700 WASHINGTON DC 20001 JAY TIMMONS PRESIDENT AND CEO 2026373000 2024-09-27 1 0 AARON M FOX P01365820 2022274000 2024-09-27 2023 2024-10-15 13:58:12Z JAY TIMMONS 733 10TH STREET NW 700 WASHINGTON DC 20001 72933642 0 X WWW.NAM.ORG X 1905 NY TO ENHANCE THE COMPETITIVENESS OF MANUFACTURERS BY SHAPING A LEGISLATIVE AND REGULATORY ENVIRONMENT CONDUCIVE TO U.S. ECONOMIC GROWTH AND TO INCREASE UNDERSTANDING AMONG POLICYMAKERS, THE MEDIA, AND THE GENERAL PUBLIC ABOUT THE VITAL ROLE OF MANUFACTURING TO AMERICA'S ECONOMIC FUTURE AND LIVING STANDARDS. 203 202 204 202 146209 0 0 0 60545360 61277958 5749 635831 3356294 50006 63907403 61963795 508100 229250 0 0 35410777 35838527 0 0 0 26439877 25742172 62358754 61809949 1548649 153846 75953578 69629602 80009789 74239683 -4056211 -4610081 X TO ENHANCE THE COMPETITIVENESS OF MANUFACTURERS BY SHAPING A LEGISLATIVE AND REGULATORY ENVIRONMENT CONDUCIVE TO U.S. ECONOMIC GROWTH AND TO INCREASE UNDERSTANDING AMONG POLICYMAKERS, THE MEDIA, AND THE GENERAL PUBLIC ABOUT THE VITAL ROLE OF MANUFACTURING TO AMERICA'S ECONOMIC FUTURE AND LIVING STANDARDS. 0 0 POLICY & EXTERNAL AFFAIRS DIVISION: REPRESENTS AND COORDINATES ASSOCIATION COMMITTEES, SUBCOMMITTEES, AND TASK FORCES ON REGULATORY AND LEGISLATIVE ISSUES. MARKETING & MEMBERSHIP DIVISION: RECRUITS AND RETAINS MEMBERS, COORDINATES MEMBER RELATIONS AT LOCAL AND NATIONAL LEVEL. HOLDS NUMEROUS MEETINGS. COMMUNICATION DIVISION: A CLEARINGHOUSE OF INFORMATION FOR MEMBERS, PUBLISHES NEWSLETTERS TO MEMBERS, AND MANAGES WEBSITE. 0 0 0 1 0 0 0 0 0 1 0 0 1 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 98 0 1 204 1 1 1 0 0 0 1 1 0 1 0 X 203 202 1 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X DENISE WESTON 2026373000 733 10TH STREET NW 700 WASHINGTON DC 20001 JAY TIMMONS PRESIDENT & CEO 40.00 2.00 X X 3477365 0 871639 JAMES FITTERLING CHAIR OF THE BOARD 1.00 0.00 X X 0 0 0 KATHRYN E WENGEL VICE CHAIR OF THE BOARD 1.00 1.00 X X 0 0 0 DEV AHUJA BOARD MEMBER 1.00 0.00 X 0 0 0 NEIL A CHAPMAN BOARD MEMBER 1.00 0.00 X 0 0 0 ANNETTE CLAYTON BOARD MEMBER 1.00 0.00 X 0 0 0 DANIEL DWIGHT BOARD MEMBER 1.00 0.00 X 0 0 0 JILLIAN C EVANKO BOARD MEMBER 1.00 0.00 X 0 0 0 CRAIG B GLIDDEN BOARD MEMBER 1.00 0.00 X 0 0 0 MICHAEL J HAPPE BOARD MEMBER 1.00 0.00 X 0 0 0 DENISE C JOHNSON BOARD MEMBER 1.00 0.00 X 0 0 0 RAM KRISHNAN BOARD MEMBER 1.00 0.00 X 0 0 0 LAWRENCE E KURZIUS BOARD MEMBER 1.00 0.00 X 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RAIMONDO BOARD MEMBER 1.00 0.00 X 0 0 0 CHRIS ROTH BOARD MEMBER 1.00 0.00 X 0 0 0 FRANK SCHOLZ BOARD MEMBER 1.00 0.00 X 0 0 0 STEVE SCHULTE BOARD MEMBER 1.00 0.00 X 0 0 0 SHRUTI SINGHAL BOARD MEMBER 1.00 0.00 X 0 0 0 WALLACE E SMITH BOARD MEMBER 1.00 0.00 X 0 0 0 CRAIG A SOUSER BOARD MEMBER 1.00 0.00 X 0 0 0 DOUGLAS A STARRETT BOARD MEMBER 1.00 0.00 X 0 0 0 CHARLES SUKUP BOARD MEMBER 1.00 0.00 X 0 0 0 GARDNER TRIPP BOARD MEMBER 1.00 0.00 X 0 0 0 SCOTT WALTER BOARD MEMBER 1.00 0.00 X 0 0 0 DELLA H WILLIAMS BOARD MEMBER 1.00 0.00 X 0 0 0 LISA WINTON BOARD MEMBER 1.00 0.00 X 0 0 0 NICOLE M WOLTER BOARD MEMBER 1.00 0.00 X 0 0 0 JOE YANDA BOARD MEMBER 1.00 0.00 X 0 0 0 THOMAS YURA BOARD MEMBER 1.00 0.00 X 0 0 0 TODD BOPPELL COO & TREASURER 40.00 1.00 X 627191 0 41769 LINDA KELLY CORPORATE SECRETARY 40.00 0.00 X 661709 0 49139 ARIC NEWHOUSE SVP, POLICY & GOVT RELATIONS 40.00 0.00 X 813736 0 41559 ERIN STREETER EXECUTIVE VP 40.00 0.00 X 678264 0 49139 JEFF PIERCE SVP, MEMBERSHIP & STRAT DEV. 40.00 0.00 X 628712 0 49139 EDWARD BERNSTEIN VP, IRI 40.00 0.00 X 546235 0 17847 ALYSSA SHOOSHAN CHIEF OF STAFF 40.00 0.00 X 414856 0 39876 ADRIA BROCKMAN VP, MEMBER/BOARD RELATIONS 40.00 0.00 X 405363 0 49079 CHRISTOPHER NETRAM MVP, TAX 40.00 0.00 X 392965 0 27031 NANCY RIEGLE SVP, PEOPLE STRATEGY CULTURE 40.00 0.00 X 368833 0 41740 9015229 0 1277957 109 0 1 0 HERALD GROUP 1800 M STREET NW WASHINGTON DC 20036 CONSULTING SERVICES 2317584 LOCUST STREET GROUP 2008 HILLYER PLACE NW WASHINGTON DC 20009 CONSULTING & ADVOCACY SERVICES 1950046 ADVOC8 500 PENNSYLVANIA AVENUE SE 6 WASHINGTON DC 20002 CONSULTING SERVICES 1399118 ASCENT MEDIA LLC 10065 E HARVARD AVENUE SUITE 400 DENVER CO 80231 CONSULTING & MEDIA SERVICES 1346721 CMI AUDIO VISUAL 400 MILE CROSSING BOULEVARD ROCHESTER NY 14624 AUDIO VISUAL SERVICES 616306 28 MEMBERSHIP DUES AND AFFILIATION F 900099 43673732 43673732 ADVOCACY & LITIGATION ASSESSMENTS 900099 8986534 8986534 MEMBER PROGRAMS 900099 5249050 5102841 146209 SPONSORSHIPS 900099 2481565 2481565 MEETINGS 900099 887077 887077 61277958 621119 621119 105766 140384 -34618 -34618 -34618 10844175 10829463 14712 14712 14712 MLC AWARDS APPLICATION FEES 900099 41471 41471 OTHER INCOME 900099 30485 30485 REBATES 900099 12668 12668 84624 61963795 58650184 146209 3167402 X 229250 7989361 22324667 1594436 2073272 1856791 2032299 92830 240000 28226 9108854 37313 1101707 3958912 1265939 4652310 1201729 205445 TAXES 779328 SUBSCRIPTIONS 549515 MEMBERSHIP DUES 150425 MISCELLANEOUS 131914 205426 61809949 245816 32741 5456754 6468045 25000 1091123 1664460 508903 1941627 14479112 8654517 6450051 5824595 16146679 16944787 1000000 1000000 350000 0 44679252 35753347 75953578 69629602 8414936 7832506 19041677 19958259 370698 52182478 46448918 80009789 74239683 X -7902718 -9230398 3846507 4620317 -4056211 -4610081 75953578 69629602 X 153846 1260044 -1967760 X 0 1 X 1 0 0 0 1 52660266 12179567 -853761 11325806 14424405 -3098599 6316574 2402698 3913876 5000704 4111008 889696 3161834 2140811 1021023 5824595 OPERATING RIGHT-OF-USE ASSET 35510410 SECURITY DEPOSITS 242937 35753347 OPERATING LEASE LIABILITY 43308026 DEFERRED RETIREMENT 2871698 POST-RETIREMENT BENEFIT LIABILITY 269194 46448918 X PART X, LINE 2: THE ASSOCIATION REVIEWS AND ASSESSES ALL ACTIVITIES ANNUALLY TO IDENTIFY ANY CHANGES IN THE SCOPE OF THE ACTIVITIES AND REVENUE SOURCES AND THE TAX TREATMENT THEREOF TO IDENTIFY ANY UNCERTAINTY IN INCOME TAXES. FOR THE YEAR ENDED DECEMBER 31, 2023 AND 2022, MANAGEMENT DID NOT IDENTIFY ANY UNCERTAINTY IN INCOME TAXES REQUIRING RECOGNITION OR DISCLOSURE IN THESE CONSOLIDATED FINANCIAL STATEMENTS. 0 THE MANUFACTURING INSTITUTE 733 10TH STREET NW SUITE 700 WASHINGTON DC 20001 521073576 501(C)(3) 145000 0 GENERAL OPERATING SUPPORT BRYCE HARLOW FOUNDATION PO BOX 15879 WASHINGTON DC 20003 521266620 501(C)(3) 15000 0 CONTRIBUTION TO ANNUAL AWARDS DINNER HUMANE RESCUE ALLIANCE 71 OGLETHORPE STREET NW WASHINGTON DC 20004 530219724 501(C)(3) 10000 0 SPONORSHIP OF BARK BALL ALZHEIMER'S ASSOCIATION 8180 GREENSBORO DRIVE SUITE 400 MCLEAN VA 22102 133039601 501(C)(3) 10000 0 SPONSORSHIP OF 2023 BRAIN BALL CONFERENCE BOARD 845 3RD AVENUE FL 3 NEW YORK NY 10022 131624108 501(C)(3) 10000 0 2023 AWARDS SUPPORT ILLINOIS MANUFACTURERS' ASSOCIATION 220 EAST ADAMS STREET SPRINGFIELD IL 62701 361256610 501(C)(6) 10000 0 ADVOCACY SUPPORT WASHINGTON INTERNATIONAL TRADE FOUNDATION 1300 PENNSYLVANIA AVENUE NW SUITE G-329 WASHINGTON DC 20004 521907420 501(C)(3) 8000 0 GENERAL SUPPORT 6 1 X X 1 1 X X X X X 1 1 0 JAY TIMMONS PRESIDENT & CEO 1590005 0 1700000 0 187360 0 848900 0 22739 0 4349004 0 0 0 ARIC NEWHOUSE SVP, POLICY & GOVT RELATIONS 281618 0 195000 0 337118 0 26400 0 15159 0 855295 0 0 0 ERIN STREETER EXECUTIVE VP 477714 0 195000 0 5550 0 26400 0 22739 0 727403 0 0 0 LINDA KELLY CORPORATE SECRETARY 447559 0 207500 0 6650 0 26400 0 22739 0 710848 0 0 0 JEFF PIERCE SVP, MEMBERSHIP & STRAT DEV. 419258 0 207384 0 2070 0 26400 0 22739 0 677851 0 0 0 TODD BOPPELL COO & TREASURER 454521 0 170000 0 2670 0 26400 0 15369 0 668960 0 0 0 EDWARD BERNSTEIN VP, IRI 148853 0 20475 0 376907 0 17505 0 342 0 564082 0 0 0 ALYSSA SHOOSHAN CHIEF OF STAFF 338682 0 74200 0 1974 0 26400 0 13476 0 454732 0 0 0 ADRIA BROCKMAN VP, MEMBER/BOARD RELATIONS 250392 0 153214 0 1757 0 26400 0 22679 0 454442 0 0 0 CHRISTOPHER NETRAM MVP, TAX 323663 0 67472 0 1830 0 26400 0 631 0 419996 0 0 0 NANCY RIEGLE SVP, PEOPLE STRATEGY CULTURE 295631 0 70000 0 3202 0 26400 0 15340 0 410573 0 0 0 PART I, LINE 1A PER HIS EMPLOYMENT CONTRACT, THE CEO IS ENTITLED TO FIRST-CLASS TRAVEL (WHERE REASONABLE AND AVAILABLE) AND SOCIAL CLUB DUES. THESE BENEFITS ARE REPORTED AS TAXABLE COMPENSATION. PART I, LINES 4A-B LINE 4A: SEVERANCE ARIC NEWHOUSE, $287,500 EDWARD BERNSTEIN, $325,000 LINE 4B: SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN (457(F)) JAY TIMMONS, $822,500 FORM 990, PART VI, SECTION A, LINE 2 SINCE NAM'S BOARD HAS APPROXIMATELY 200 MEMBERS REPRESENTING ALL TYPES OF MANUFACTURING FROM SMALL TO LARGE, WE ASSUME THAT DIRECTORS MAY HAVE FAMILY AND/OR BUSINESS RELATIONSHIPS WITH OTHER DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 THE NAM HAS THREE CLASSES OF MEMBERS: - MANUFACTURING MEMBERS: COMPANIES WITH MANUFACTURING OPERATIONS IN THE UNITED STATES - MANUFACTURING ASSOCIATIONS MEMBERS: GROUPS THAT REPRESENT ENTITIES ENGAGED IN MANUFACTURING IN THE UNITED STATES - COOPERATING MEMBERS: INCLUDE, BUT IS NOT LIMITED TO INDIVIDUALS, FIRMS, OR CORPORATIONS THAT ARE NON-MANUFACTURING WHO SPECIALIZE IN SERVICING LEGAL ENTITIES ELIGIBLE FOR MANUFACTURING MEMBERSHIP FORM 990, PART VI, SECTION A, LINE 7A THE DUES-PAYING MEMBERSHIP OF NAM HAVE THE RIGHT TO ELECT MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE NAM IRS FORM 990 WAS PREPARED BY THE NAM CONTROLLER AND IN CONSULTATION WITH OUR ACCOUNTING FIRM. DRAFTS WERE REVIEWED AND APPROVED BY THE NAM CHIEF OPERATING OFFICER. THE ISSUE OF APPROPRIATE BOARD REVIEW WAS ADDRESSED BY THE CHAIRMAN AND VICE CHAIRMAN OF THE NAM BOARD. THEIR REVIEW TOOK INTO CONSIDERATION THE GOAL OF DISCLOSURE AND OVERSIGHT BY THE GOVERNING BODY CONSISTENT WITH THE INTENT AND SPIRIT IMPLIED IN QUESTION 11. IT WAS DECIDED THAT BECAUSE THE NAM BOARD CONSISTS OF APPROXIMATELY 200 MEMBERS, AND THAT THE FINANCE COMMITTEE PURSUANT TO THE NAM BYLAWS IS CHARGED WITH EXERCISING GENERAL SUPERVISION OVER THE FINANCIAL AFFAIRS OF THE ASSOCIATION, THAT THE FINANCE COMMITTEE SHOULD AND WOULD REVIEW THE 990. ACCORDINGLY, THE NAM FINANCE COMMITTEE DID RECEIVE AND REVIEW COPIES OF THE FORM 990 AND ACCOMPANYING SCHEDULES BEFORE IT WAS FILED AND THEN REPORTED THAT IT HAD DONE SO TO THE FULL BOARD. HOWEVER, PURSUANT TO THE SPECIFIC INSTRUCTIONS FOR THIS QUESTION, THE NAM HAS ANSWERED "NO." FORM 990, PART VI, SECTION B, LINE 12C THE NAM DISTRIBUTES ITS CONFLICT-OF-INTEREST POLICY TO ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES ON AN ANNUAL BASIS AND REQUIRES THAT EACH COMPLETE AN ANNUAL DISCLOSURE FORM REPORTING ALL CONFLICTS AND POTENTIAL CONFLICTS. THE NAM HAS ALSO ESTABLISHED A CONFLICT-OF-INTEREST REPORTING PORTAL, ETHICS@NAM.ORG. COMPLIANCE WITH THE POLICY IS OVERSEEN BY THE AUDIT COMMITTEE OF THE NAM BOARD, WHICH RECEIVES REGULAR REPORTS ON COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 THE NAM'S COMPENSATION COMMITTEE, MADE UP OF BOARD MEMBERS, ANNUALLY DETERMINES THE CEO'S COMPENSATION. THE PROCESS INCLUDES REVIEWING DATA FROM OTHER LIKE ASSOCIATIONS, THIRD PARTY CONSULTANTS, AND OTHER INDUSTRY DATA. THE COMMITTEE SETS THE ANNUAL SALARY AND ANY BONUS COMPENSATION AND PROVIDES DOCUMENTATION OF THEIR DECISIONS. IN ADDITION TO THE ANNUAL PERFORMANCE APPRAISAL SYSTEM, OFFICERS' ANNUAL COMPENSATION IS APPROVED BY THE NAM COMPENSATION COMMITTEE. THE COMMITTEE REVIEWS DATA FROM VARIOUS SOURCES, INCLUDING OTHER LIKE ASSOCIATIONS, THIRD PARTY CONSULTANTS, AND OTHER INDUSTRY DATA. THIS DATA HELPS TO DETERMINE THE COMPENSATION AND THE COMMITTEE PROVIDES DOCUMENTATION OF THEIR DECISIONS. COMPENSATION FOR KEY EMPLOYEES IS REVIEWED BY AN INDEPENDENT THIRD PARTY. THE COMPENSATION CONSULTANT PROVIDES ITS CONCLUSIONS TO THE CEO, WHO MAKES RECOMMENDATIONS TO THE COMPENSATION COMMITTEE. THE COMMITTEE DELIBERATES AND APPROVES SALARIES FOR KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER SERVICE FEES 138,830. OUTSIDE SERVICES 6,095,081. PAYROLL FEES 102,059. CONSULTANTS & RETAINED SPECIALISTS 2,706,690. BENEFIT PLAN & ACTUARIAL FEES 66,194. FORM 990, PART XI, LINE 9: CHANGE IN PENSION AND POST-RETIREMENT BENEFIT LIABILITY -1,802,034. PENSION SETTLEMENT CHARGE -165,726. THE MANUFACTURING INSTITUTE 733 10TH STREET NW NO 700 WASHINGTON DC 20001 521073576 PUBLIC CHARITY DC 501(C)(3) LINE 7 NAM 1 INDUSTRIAL RESEARCH INSTITUTE INC 733 10TH STREET NW NO 700 WASHINGTON DC 20001 131540990 DISSOLVED MARCH 2023 NY 501(C)(6) NAM 1 NAM POLITICAL ACTION COMMITTEE 733 10TH STREET NW NO 700 WASHINGTON DC 20001 POLITICAL DC 527 NAM 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 THE MANUFACTURING INSTITUTE B 145000 FMV THE MANUFACTURING INSTITUTE N 120000 FMV THE MANUFACTURING INSTITUTE O 3745804 FMV THE MANUFACTURING INSTITUTE Q 1187919 FMV