2024-11-08T12:27:52-06:00 2024-06-30 521186096 RUBINO AND COMPANY CHARTERED 6903 ROCKLEDGE DRIVE SUITE 300 BETHESDA MD 208171818 990 2023-07-01 521638678 MANUFACTURERS ALLIANCEMAPI INC MANU 7038419000 PO BOX 12897 ARLINGTON VA 22219 ROBERT M STORZ VP, FIN & OPERATIONS & CFO 7038419000 2024-11-08 1 0 KAY VOLLANS CPA P01404047 3015643636 2023 2024-10-15 13:58:12Z STEPHEN V GOLD PO BOX 12897 ARLINGTON VA 22219 8011684 0 X WWW.MANUFACTURERSALLIANCE.ORG X 1933 DE PROVIDES RESEARCH, PROFESSIONAL DEVELOPMENT, AND EDUCATION FOR PROFESSIONALS IN MANUFACTURING. 50 49 34 57 0 0 0 0 6938649 7225331 401430 442511 31089 23997 7371168 7691839 10000 0 0 0 4946719 5512150 0 0 0 2302049 2077860 7258768 7590010 112400 101829 10451496 10754370 3975375 4384435 6476121 6369935 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 24 0 1 34 1 0 0 0 0 0 0 0 0 X 50 49 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X ROBERT M STORZ 7036475141 PO BOX 12897 ARLINGTON VA 22219 STEPHEN V GOLD PRESIDENT & CHIEF EXECUTIVE OFFICER 40.00 5.00 X X 440988 0 110374 ROBERT M STORZ VP & CHIEF FINANCIAL OFFICER 45.00 0.50 X 251013 0 24767 SUSAN COSTLOW VICE PRESIDENT 45.00 X 220769 0 39222 DAVID AUGLIERA VICE PRESIDENT 45.00 X 217405 0 36010 KRISTIN GRAYBILL VICE PRESIDENT 36.00 9.00 X 214976 0 34238 JOHN R MILLER COUNCIL DIRECTOR 45.00 X 183185 0 40443 ATHENA POLYDOROU COUNCIL DIRECTOR 45.00 X 179305 0 18026 LYNN STEPHAN COUNCIL DIRECTOR 45.00 X 157662 0 24691 RALPH GAILLARD COUNCIL DIRECTOR 45.00 X 165379 0 9939 JAVIER CASTRO DIRECTOR OF EVENTS 45.00 X 154439 0 15375 RAJ BATRA CHAIR 0.50 0.50 X X 0 0 0 ERIC ASHLEMAN VICE CHAIR 0.50 0.50 X X 0 0 0 LEE BANKS VICE CHAIR (END 12/2023) 0.50 0.50 X X 0 0 0 KARIN DE BONDT EXECUTIVE COMMITTEE MEMBER 0.50 0.50 X X 0 0 0 RICK A BUCHER EXECUTIVE COMMITTEE MEMBER 0.50 0.50 X X 0 0 0 J SCOTT HALL EXECUTIVE COMMITTEE MBR (END 8/2023) 0.50 0.50 X X 0 0 0 ERIN N KANE 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 STEPHEN R SMITH EXECUTIVE COMMITTEE MEMBER 0.50 0.50 X X 0 0 0 NISHAN J VARTANIAN EXECUTIVE COMMITTEE MBR (END 2/2024) 0.50 0.50 X X 0 0 0 TODD A ADAMS TRUSTEE 0.50 X 0 0 0 AVNER APPLBAUM TRUSTEE 0.50 X 0 0 0 GERBEN W BAKKER TRUSTEE 0.50 X 0 0 0 STEVEN C BLANCO 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 WILLIAM CHRISTENSEN TRUSTEE 0.50 X 0 0 0 HOWARD COKER TRUSTEE 0.50 X 0 0 0 BRIAN A DECK TRUSTEE 0.50 X 0 0 0 PATRICK K DECKER TRUSTEE (END 1/2024) 0.50 X 0 0 0 DAVID DUNBAR TRUSTEE 0.50 X 0 0 0 STEVEN HEDLUND TRUSTEE 0.50 X 0 0 0 DAVID W HEINZMANN TRUSTEE 0.50 X 0 0 0 THOMAS J HOOK TRUSTEE 0.50 X 0 0 0 BENTRAUM D HUFFMAN TRUSTEE 0.50 X 0 0 0 DANIEL L JONES TRUSTEE 0.50 X 0 0 0 JAMES K KAMSICKAS TRUSTEE 0.50 X 0 0 0 CHRISTOPHER L MAPES TRUSTEE (END 2/2024) 0.50 X 0 0 0 ALOK MASKARA TRUSTEE 0.50 X 0 0 0 BRIAN M MCNEILL TRUSTEE 0.50 X 0 0 0 MAX H MITCHELL TRUSTEE 0.50 X 0 0 0 SUNDARAM NAGARAJAN TRUSTEE 0.50 X 0 0 0 THOMAS OKRAY TRUSTEE (END 2/2024) 0.50 X 0 0 0 ROBERT J PAGANO TRUSTEE 0.50 X 0 0 0 JOHN C PFEIFER TRUSTEE 0.50 X 0 0 0 NICHOLAS T PINCHUK TRUSTEE 0.50 X 0 0 0 LOUIS PINKHAM TRUSTEE 0.50 X 0 0 0 GRAHAM ROBINSON TRUSTEE 0.50 X 0 0 0 PAT J ROCHE TRUSTEE 0.50 X 0 0 0 ANDREW D ROSS TRUSTEE 0.50 X 0 0 0 KIMBERLY K RYAN TRUSTEE 0.50 X 0 0 0 E JEAN SAVAGE TRUSTEE 0.50 X 0 0 0 MARK W SHEAHAN TRUSTEE 0.50 X 0 0 0 ANDERS SJOELIN TRUSTEE 0.50 X 0 0 0 FRED STEPHAN TRUSTEE 0.50 X 0 0 0 PAUL STERNLIEB TRUSTEE 0.50 X 0 0 0 ERIC A VAILLANCOURT TRUSTEE 0.50 X 0 0 0 JUGAL K VIJAYVARGIYA TRUSTEE 0.50 X 0 0 0 IAN WALSH TRUSTEE 0.50 X 0 0 0 WILLIAM WALTZ TRUSTEE 0.50 X 0 0 0 ROBERT WAMBOLDT TRUSTEE (END 10/2023) 0.50 X 0 0 0 ROBERT S WETHERBEE TRUSTEE (END 6/2024) 0.50 X 0 0 0 KEVIN J WHEELER TRUSTEE 0.50 X 0 0 0 GEORGE WILSON TRUSTEE 0.50 X 0 0 0 DAVID J WILSON TRUSTEE 0.50 X 0 0 0 MARIETTA EDMUNDS ZAKAS TRUSTEE 0.50 X 0 0 0 DAVID A ZAPICO TRUSTEE 0.50 X 0 0 0 2185121 0 353085 18 0 1 0 0 COUNCIL MEMBERSHIP FEE 900099 4529940 4529940 MEETING FEES 900099 1099965 1099965 CORPORATE DUES 900099 939926 939926 MANAGEMENT FEE 900099 540000 540000 SPONSORSHIPS 900099 115500 115500 7225331 306333 306333 456023 318418 1427 137605 -1427 136178 136178 MISCELLANEOUS INCOME 900099 23997 23997 23997 7691839 7225331 0 466508 1633643 3104942 249387 224770 299408 11694 25424 82990 148756 261194 232642 110108 40614 628361 305580 207873 22624 7590010 255804 257954 709284 84907 126361 670116 0 112783 175189 998823 765783 385068 233040 8594102 8906161 5012 5012 343704 341369 10451496 10754370 620153 606682 3102417 3077644 252805 700109 3975375 4384435 X 6476121 6369935 6476121 6369935 10451496 10754370 X 101829 311039 -519054 X X 0 1 X 1 0 0 1 0 998823 765783 233040 233040 DEFERRED COMPENSATION LIABILITY 341369 DUE TO RELATED PARTY 358740 700109 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, 2024 AND 2023. TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY THE IRS ARE 2021 THROUGH 2023. X X X 0 1 0 STEPHEN V GOLD PRESIDENT & CHIEF EXECUTIVE OFFICER 387116 0 53872 0 0 0 85343 0 25031 0 551362 0 0 0 ROBERT M STORZ VP & CHIEF FINANCIAL OFFICER 225013 0 26000 0 0 0 22365 0 2402 0 275780 0 0 0 SUSAN COSTLOW VICE PRESIDENT 196769 0 24000 0 0 0 20255 0 18967 0 259991 0 0 0 DAVID AUGLIERA VICE PRESIDENT 193405 0 24000 0 0 0 19841 0 16169 0 253415 0 0 0 KRISTIN GRAYBILL VICE PRESIDENT 187976 0 27000 0 0 0 20291 0 13947 0 249214 0 0 0 JOHN R MILLER COUNCIL DIRECTOR 161185 0 22000 0 0 0 17053 0 23390 0 223628 0 0 0 ATHENA POLYDOROU COUNCIL DIRECTOR 162305 0 17000 0 0 0 16112 0 1914 0 197331 0 0 0 LYNN STEPHAN COUNCIL DIRECTOR 147087 0 10575 0 0 0 14654 0 10037 0 182353 0 0 0 RALPH GAILLARD COUNCIL DIRECTOR 154804 0 10575 0 0 0 8141 0 1798 0 175318 0 0 0 JAVIER CASTRO DIRECTOR OF EVENTS 145939 0 8500 0 0 0 13683 0 1692 0 169814 0 0 0 PART I, LINE 4B STEPHEN V. GOLD, PRESIDENT AND CEO, PARTICIPATED IN A 457(F) NON-QUALIFIED RETIREMENT PLAN. 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 15 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 XI, LINE 9: NET PERIODIC PENSION EXPENSE -1,659,991. OTHER COMPREHENSIVE INCOME 1,140,937. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR 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 MANUFACTURERS ALLIANCE MAPI INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 MANUFACTURERS ALLIANCE FOUNDATION O 420000 MANUFACTURERS ALLIANCE FOUNDATION N 120000