2025-11-17T08:32:38-06:00 2024-12-31 521392008 GELMAN ROSENBERG AND FREEDMAN PC 4550 MONTGOMERY AVENUE SUITE 800N BETHESDA MD 20814 990 2024-01-01 451610758 ALLIANCE FOR PULP AND PAPER TECHNOLOGY INNOVATION ALLI 2024632742 601 THIRTEENTH STREET NW 1000N WASHINGTON DC 20005 CHRISTOPHER LUETTGEN EXECUTIVE DIRECTOR 2024632742 2025-11-17 1 0 ELIZABETH W HELLER P00397829 3019519090 2024 2025-03-06 01:10:19Z X CHRISTOPHER LUETTGEN 601 THIRTEENTH STREET NW 1000N WASHINGTON DC 20005 399350 0 X WWW.APPTI.ORG X 2011 DC SEE PART III, LINE 1 4 4 1 4 0 0 365000 398750 0 600 0 0 0 0 365000 399350 0 0 0 0 149283 198096 0 0 0 127097 264769 276380 462865 88620 -63515 476660 577278 110809 274942 365851 302336 THE ORGANIZATION WORKS TO TRANSFORM THE FOREST PRODUCTS INDUSTRY THROUGH INNOVATIONS IN ITS MANUFACTURING PROCESSES AND PRODUCTS. 0 0 430471 600 ALLIANCE FOR PULP & PAPER TECHNOLOGY INNOVATION FOCUSED ON GENERATING RFPS TO ADDRESS THE PRIORITY R&D NEEDS IDENTIFIED IN THE ROADMAPS AND FUNDED PROJECTS FROM AMONG THE MOST PROMISING PROPOSALS. FURTHER, THE ALLIANCE CONDUCTED TRIANNUAL MEETINGS THAT BROUGHT REPRESENTATIVES OF COMPANIES, UNIVERSITIES, NON-PROFIT ORGANIZATIONS, AND GOVERNMENT AGENCIES TOGETHER TO DISCUSS STRATEGIES FOR ADVANCING THE DEVELOPMENT OF BREAKTHROUGH TECHNOLOGIES FOR THE FOREST PRODUCTS INDUSTRY, WITH SPECIFIC FOCUS ON ENERGY AND WATER REDUCTION, ADVANCED MANUFACTURING, AND OPPORTUNITIES FOR ECONOMIC GROWTH. DISCUSSIONS LED TO CONSENSUS ON PRIORITIES FOR RESEARCH AND DEVELOPMENT THAT SERVED AS THE BASIS FOR ENCOURAGING COLLABORATIVE PROGRAMS AND PROJECT PROPOSALS. 430471 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X CHRIS LUETTGEN 2024632742 601 THIRTEENTH STREET NW 1000N WASHINGTON DC 20005 HARSHAD PANDE CHAIR 0.50 X X 0 0 0 HEATHER PELLETIER VICE CHAIR 0.50 X X 0 0 0 FRITZ PAULSEN DIRECTOR 0.50 X 0 0 0 DWIGHT ANDERSON DIRECTOR 0.50 X 0 0 0 CHRISTOPHER LUETTGEN EXECUTIVE DIRECTOR 30.00 X 157675 0 37203 157675 0 37203 1 0 0 1 0 210000 188750 398750 CONFERENCE REGISTRATIO 900099 600 600 600 399350 600 0 0 X 160000 152000 8000 26725 25389 1336 11371 10802 569 10572 10572 219569 219569 910 910 5227 5227 15522 15522 6279 6279 6332 6332 DUES/SUBSCRIPTIONS 358 358 462865 430471 32394 0 351302 493778 125000 83500 358 476660 577278 15000 15000 95809 259942 110809 274942 X 365851 302336 365851 302336 476660 577278 -63515 0 X 0 0 0 X 490840 486902 294500 365000 398750 2035992 490840 486902 294500 365000 398750 2035992 1422612 613380 2035992 600 0.30130 0.32190 X ALLIANCE FOR PULP & PAPER TECHNOLOGY INNOVATION (APPTI) QUALIFIES AS A PUBLIC CHARITY UNDER THE "FACTS AND CIRCUMSTANCES" TEST OF SEC. 1.170A-9(F)(3) OF THE TREASURY REGULATIONS, BASED UPON THE FOLLOWING:ITS SUPPORT, AS REPORTED FOR 2024, IS 30.13%, THEREBY MEETING THE REQUIREMENT OF SEC. 1.170A-9(F)(3)(I).APPTI IS ORGANIZED AND OPERATED SO AS TO ATTRACT NEW AND ADDITIONAL FUNDING ON A CONTINUOUS BASIS, THEREBY MEETING THE REQUIREMENT OF SEC. 1.170A-9(F)(3)(II). APPTI HAS RECENTLY UNDERTAKEN SIGNIFICANT EFFORTS TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT. APPTI'S PUBLIC SUPPORT, AT 30.13%, IS WELL ABOVE THE 10% MINIMUM REQUIRED FOR THE "FACTS AND CIRCUMSTANCES" TEST, THEREBY MEETING THE REQUIREMENT OF SEC. 1.170A-9(F)(3)(III). IN MEETING THE REQUIREMENT OF SEC. 1.170A-9(F)(3)(I), APPTI HAS RECEIVED SUPPORT FROM A REPRESENTATIVE NUMBER OF PERSONS, RATHER THAN RECEIVING ALL OR MOST OF ITS SUPPORT FROM THE MEMBERS OF A SINGLE FAMILY, OR FROM A SINGLE DONOR. IN FACT, APPTI HAS RECEIVED FINANCIAL SUPPORT FROM MANY INDIVIDUAL DONORS, IN ADDITION TO GRANTS RECEIVED FROM A NUMBER OF DIFFERENT FOUNDATIONS. APPTI'S CURRENT FUNDRAISING PLANS ARE TARGETED AT A BROAD BASE OF DONORS. IN THIS RESPECT, APPTI MEETS THE REQUIREMENT OF SEC. 1.170A-9(F)(3)(III)(B).APPTI REMAINS AN ORGANIZATION COMMITTED TO SERVING THE PUBLIC THROUGH ITS WORK TO TRANSFORM THE FOREST PRODUCTS INDUSTRY THROUGH INNOVATIONS IN ITS MANUFACTURING PROCESSES AND PRODUCTS. ALLIANCE FOR PULP & PAPER TECHNOLOGY INNOVATION FOCUSED ON GENERATING FUNDED PROJECTS FROM AMONG THE MOST PROMISING PROPOSALS. FURTHER, THE ALLIANCE CONDUCTED TRIANNUAL MEETINGS THAT BROUGHT REPRESENTATIVES OFCOMPANIES, UNIVERSITIES, NON-PROFIT ORGANIZATIONS, AND GOVERNMENT AGENCIES TOGETHER TO DISCUSS STRATEGIES FOR ADVANCING THE DEVELOPMENT OF BREAKTHROUGH TECHNOLOGIES FOR THE FOREST PRODUCTS INDUSTRY, WITH SPECIFIC FOCUS ON ENERGY AND WATER REDUCTION, ADVANCED MANUFACTURING, AND OPPORTUNITIES FOR ECONOMIC GROWTH. DISCUSSIONS LED TO CONSENSUS ON PRIORITIES FOR RESEARCH AND DEVELOPMENT THAT SERVED AS THE BASIS FOR ENCOURAGING COLLABORATIVE PROGRAMS AND PROJECT PROPOSALS. IN THIS MANNER, APPTI MEETS THE REQUIREMENT OF SEC. 1.170A-9(F)(3)(III)(D). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO STRATEGIC ALLIANCE 259942 259942 X 0 0 0 0 0 0 0 0 0 CHRISTOPHER LUETTGEN EXECUTIVE DIRECTOR 157675 0 0 0 0 0 0 0 37203 0 194878 0 0 0 FORM 990 SCHEDULE J ALLIANCE FOR PULP & PAPER TECHNOLOGY INNOVATION'S ("APPTI") EMPLOYEE COMPENSATION IS PAID BY THE AMERICAN FOREST & PAPER ASSOCIATION ("AF&PA"). APPTI AND AF&PA ARE NOT RELATED IN TERMS OF BOARD CONTROL. FORM 990, PART V, LINE 2A, COMPENSATION: ALLIANCE FOR PULP & PAPER TECHNOLOGY INNOVATION'S EMPLOYEE COMPENSATION IS PAID BY THE AMERICAN FOREST & PAPER ASSOCIATION (AF&PA) AND ALL FEDERAL AND STATE EMPLOYMENT RETURNS (W-2S, 941S, ETC.) RELATING TO SUCH EMPLOYEES ARE FILED UNDER AF&PA'S NAME AND EIN. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE FIVE (5) CLASSES OF MEMBERS; THE RIGHTS, PRIVILEGES, AND OBLIGATIONS OF EACH MEMBER IS SET FORTH IN THE BYLAWS. THE CLASSES OF MEMBERS ARE (1) FULL MEMBERS, (2) ASSOCIATE MEMBERS, (3) PLATFORM MEMBERS, (4) AFFILIATE MEMBERS, AND (5) ALLIANCE PARTNERS, AND SUCH OTHER CLASSES AND SUBCLASSES AS THE BOARD OF DIRECTORS MAY CREATE. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD MAY ELECT SOMEONE OTHER THAN A REPRESENTATIVE OF A FULL MEMBER TO SERVE AS DIRECTOR WITH A TWO-THIRDS MAJORITY VOTE APPROVING SUCH ELECTION. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS APPROVED BY THE EXECUTIVE DIRECTOR AND FORWARDED TO THE BOARD AFTER FILING. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS, OFFICERS AND EMPLOYEES HAVE AN AFFIRMATIVE DUTY TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST AND ACT TO AVOID THE CONFLICT. WHERE A CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL MUST ACTIVELY ADDRESS THE CONFLICT AND DEAL WITH IT IN COOPERATION WITH THE ASSOCIATION. AMONG THE ALTERNATIVES, DEPENDING ON THE IMMEDIACY AND SERIOUSNESS OF THE CONFLICT ARE: NOTIFICATION TO THE CORPORATE SECRETARY AND PLEDGE TO BE OBJECTIVE, RECUSAL FROM A SPECIFIC DECISION, AND POSSIBLY EVEN RESIGNATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G RESEARCH CONSULTING: PROGRAM SERVICE EXPENSES 219,569. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 219,569.