2024-08-02T16:38:58-05:00 2023-12-31 260794367 UHY ADVISORS MID-ATLANTIC INC 8601 ROBERT FULTON DRIVE SUITE 210 COLUMBIA MD 21046 990 2023-01-01 133218529 GLOBAL BUSINESS ALLIANCE INC GLOB 2026591903 99 M STREET SE 200 WASHINGTON DC 20003 NANCY MCLERNON PRESIDENT & CEO 2026591903 2024-07-16 1 0 KATSIARYNA VASILIEV P02167272 4107205220 2024-07-16 2023 2024-08-08 14:25:15Z NANCY MCLERNON 99 M STREET SE 200 WASHINGTON DC 20003 7907199 0 X WWW.GLOBALBUSINESS.ORG X 1984 DE TO REPRESENT U.S. SUBSIDIARIES OF COMPANIES HEADQUARTERED ABROAD 30 29 28 29 0 0 0 0 6807802 7278573 -3369 76552 0 21362 6804433 7376487 0 0 0 0 3162459 3541913 0 0 654423 3191984 3333780 6354443 6875693 449990 500794 8593093 8043823 6518605 5316715 2074488 2727108 X THE GLOBAL BUSINESS ALLIANCE (GBA) IS THE BUSINESS ASSOCIATION THAT ADVOCATES FOR AN OPEN ECONOMY ON ISSUES UNIQUELY IMPACTING AMERICA'S INBOUND BUSINESS COMMUNITY. REPRESENTING NEARLY 200 GLOBALLY RECOGNIZED BRANDS ACROSS EVERY SECTOR OF THE U.S. ECONOMY, GBA HARNESSES THE POWER OF THE INBOUND BUSINESS COMMUNITY TO IMPROVE AMERICA'S POLITICAL AND POLICY ENVIRONMENT. 0 0 4894945 7278573 GBA IS THE ONLY TRADE ASSOCIATION UNIQUELY REPRESENTING INTERNATIONAL COMPANIES DOING BUSINESS IN THE UNITED STATES ACROSS A WIDE VARIETY OF INDUSTRIES FROM COUNTRIES ALL OVER THE WORLD. GBA WORKS TO EDUCATE POLICYMAKERS AND THE PUBLIC ON THE BENEFITS INTERNATIONAL COMPANIES BRING TO THE U.S. ECONOMY, WORKFORCE & COMMUNITES. GBA'S MISSION IS TO PROMOTE AND DEFEND AN OPEN ECONOMY THAT WELCOMES INTERNATIONAL COMPANIES TO INVEST IN AMERICA. 4894945 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 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 18 0 1 28 1 0 0 0 0 0 0 0 0 X 29 29 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 DC X ASHLEY RABON 2026591903 99 M STREET SE SUITE 200 WASHINGTON DC 20003 NANCY MCLERNON PRESIDENT & CEO 40.00 X X 938839 0 69793 TONY O'DONNELL CHAIR OF THE BOARD 1.00 X X 0 0 0 STEPHEN CICCONE CHAIRMAN EMERITUS 1.00 X X 0 0 0 HUGH WELSH VICE CHAIR OF THE BOARD 1.00 X X 0 0 0 PAUL HOOGSTEDEN TREASURER/SECRETARY 1.00 X X 0 0 0 JEFF WERNER CHAIR, GOVERNMENT AFFAIRS COMMITTEE 1.00 X 0 0 0 DEIRDRE MANNA CHAIR, POLITICAL AFFAIRS COMMITTEE 1.00 X 0 0 0 KEVIN SHERFEY CHAIR, TAX COMMITTEE 1.00 X 0 0 0 MOLLY FOGARTY MEMBER AT LARGE 1.00 X 0 0 0 ER ANDERSON BOARD MEMBER 1.00 X 0 0 0 BRENT BOMBACH BOARD MEMBER 1.00 X 0 0 0 COLLEEN BROWN BOARD MEMBER 1.00 X 0 0 0 PETER CLEVELAND BOARD MEMBER 1.00 X 0 0 0 NEESHA DAS BOARD MEMBER 1.00 X 0 0 0 JOANNA FOUST BOARD MEMBER 1.00 X 0 0 0 ROGER HOLLINGSWORTH BOARD MEMBER 1.00 X 0 0 0 PETER LEFKIN BOARD MEMBER 1.00 X 0 0 0 DOUG MCCORMICK BOARD MEMBER 1.00 X 0 0 0 JOHN MISSO BOARD MEMBER 1.00 X 0 0 0 MISTI RICE BOARD MEMBER 1.00 X 0 0 0 COURTNEY ROSELLINI BOARD MEMBER 1.00 X 0 0 0 HOWARD SACAROB BOARD MEMBER 1.00 X 0 0 0 BRIE SACHSE BOARD MEMBER 1.00 X 0 0 0 TOM SCARPACI BOARD MEMBER 1.00 X 0 0 0 ANNA SCHNEIDER BOARD MEMBER 1.00 X 0 0 0 R SCOTT SLIFKA BOARD MEMBER 1.00 X 0 0 0 ROBERT SMITH BOARD MEMBER 1.00 X 0 0 0 OMEKIA SNIDER BOARD MEMBER 1.00 X 0 0 0 ELIZABETH TONG BOARD MEMBER 1.00 X 0 0 0 SCOTT WILES BOARD MEMBER 1.00 X 0 0 0 JONATHAN SAMFORD EXECUTIVE VICE PRESIDENT 40.00 X 353794 0 54033 AARON TAYLOR SENIOR DIRECTOR, TAX & TRADE 40.00 X 233058 0 53553 ALEXANDER MANNING DIRECTOR, NATIONAL SECURITY & COMPETITIVENESS 40.00 X 211200 0 44955 MEREDITH BEESON SENIOR DIRECTOR, STATE GOVERNMENT AFFAIRS 40.00 X 185511 0 25725 CHRISTINA SALU VICE PRESIDENT MEMBERSHIP 40.00 X 155480 0 13520 MATTHEW JACKSON DIRECTOR, GOVERNMENT AFFAIRS 40.00 X 134481 0 16752 2212363 0 278331 7 0 1 0 ALAN PASETSKY 137 BYTHAM RIDGE LANE POTOMAC MD 20854 OUTSIDE COUNSEL 217954 OGILVY GOVERNMENT RELATIONS 1 NORTH STREET 5TH STREET PHILADELPHIA PA 191781983 OUTSIDE COUNSEL 210000 ABI ASSOCIATES 1050 CONNECTICUT AVENUE NW WASHINGTON DC 20035 OUTSIDE COUNSEL 210000 AKIN GUMP STRAUSS HAUER & FELD LLP 2001 K STREET NW WASHINGTON DC 20006 OUTSIDE COUNSEL 165000 ACCESS DESTINATION SERVICES 2305 HISTORIC DECATUR ROAD SUITE 1 SAN DIEGO CA 92106 CONFERENCE PLANNING 103567 5 MEMBERSHIP DUES 900099 5030499 5030499 SPONSORSHIPS AND EVENT 900099 2207200 2207200 LLC ADMIN FEES 900099 40874 40874 7278573 68055 68055 539209 530712 8497 8497 8497 OTHER INCOME 900099 21362 21362 21362 7376487 7278573 0 97914 1416459 973801 306378 136280 1614891 1110219 349300 155372 145601 100099 31493 14009 195632 134495 42316 18821 169330 116412 36626 16292 772286 772286 17112 17112 125778 2100 123678 10671 776 9895 138926 9808 129118 377720 259679 81700 36341 63572 57978 5029 565 1176790 900047 276743 376 376 100924 100924 28881 28881 STATE ADVOCACY 224216 224216 COMMUNICATIONS 138925 138925 STAFF DEVELOPMENT/MEMBE 69603 6104 63499 INTERNS 52000 52000 36000 36000 6875693 4894945 1326325 654423 428289 279903 1670764 1831356 304500 221762 3883 175865 216252 1185012 470739 780061 714273 1973179 2184446 3343173 2509210 8593093 8043823 675246 583294 1507650 1298000 4335709 3435421 6518605 5316715 X 2074488 2727108 2074488 2727108 8593093 8043823 500794 151826 0 X X 0 1 X 1 0 0 0 1 4804500 1898218 -838925 1059293 2498340 -1439047 836854 278559 558295 331124 191612 139512 17034 568 16466 714273 SECURITY DEPOSIT 73575 RIGHT-OF-USE ASSET FOR OFFICE SPACE 2435635 2509210 FINANCE LEASE LIABILITY 16525 OPERATING LEASE LIABILITY 3418896 3435421 X 7511201 151826 151826 7359375 17112 17112 7376487 6858581 0 6858581 17112 17112 6875693 PART X, LINE 2: THE INCOME TAX POSITIONS TAKEN BY GBA FOR ANY YEARS OPEN UNDER THE VARIOUS STATUTES OF LIMITATIONS ARE THAT GBA CONTINUES TO BE EXEMPT FROM INCOME TAXES. GBA BELIEVES THAT THERE ARE NO TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD SIGNIFICANTLY INCREASE UNRECOGNIZED TAX LIABILITIES WITHIN 12 MONTHS OF THE REPORTING DATE. GBA EVALUATED ITS UNCERTAINTY IN INCOME TAXES AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. NONE OF THE ORGANIZATION'S FEDERAL TAX RETURNS ARE CURRENTLY UNDER EXAMINATION. X X 0 0 0 NANCY MCLERNON PRESIDENT & CEO 938839 0 0 0 0 0 33000 0 36793 0 1008632 0 0 0 JONATHAN SAMFORD EXECUTIVE VICE PRESIDENT 353794 0 0 0 0 0 27503 0 26530 0 407827 0 0 0 AARON TAYLOR SENIOR DIRECTOR, TAX & TRADE 233058 0 0 0 0 0 21528 0 32025 0 286611 0 0 0 ALEXANDER MANNING DIRECTOR, NATIONAL SECURITY & COMPET 211200 0 0 0 0 0 19200 0 25755 0 256155 0 0 0 MEREDITH BEESON SENIOR DIRECTOR, STATE GOVERNMENT AF 185511 0 0 0 0 0 17033 0 8692 0 211236 0 0 0 CHRISTINA SALU VICE PRESIDENT MEMBERSHIP 155480 0 0 0 0 0 13520 0 0 0 169000 0 0 0 MATTHEW JACKSON DIRECTOR, GOVERNMENT AFFAIRS 134481 0 0 0 0 0 11335 0 5417 0 151233 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL BE COMPRISED OF THE CHAIRMAN OF THE BOARD, THE VICE CHAIRMAN, THE CHAIRMAN-EMERITUS, THE SECRETARY/TREASURER, AND THE CHAIRS OF THE STANDING COMMITTEES. THE EXECUTIVE COMMITTEE SHALL EXERCISE SUCH POWERS AS SHALL BE DELEGATED TO THEM BY THE BOARD OF DIRECTORS AND, SUBJECT TO RATIFICATION BY THE BOARD, BE EMPLOWERED TO ACT IN THE NAME OF THE MEMBERSHIP BETWEEN MEETINGS OF THE BOARD. SPECIFIC DUTIES OF THE EXECUTIVE COMMITTEE: CHAIRMAN OF THE BOARD - THE CHAIRMAN OF THE BOARD MAY PERFORM SUCH OFFICES AS SHALL BE REQUESTED FROM TIME TO TIME BY THE BOARD OF DIRECTORS. THE CHAIRMAN SHALL PRESIDE AT MEETINGS OF THE MEMBERS AND OF THE BOARD OF DIRECTORS. HE OR SHE SHALL ALSO, AT OTHER MEETINGS OF THE CORPORATION AND AT SUCH OTHER TIMES AS HE OR SHE DEEMS PROPER, COMMUNICATE TO THE CORPORATION OR TO THE BOARD SUCH MATTERS AND MAKE SUCH SUGGESTIONS AS MAY, IN HIS OR HER OPINION, TEND TO PROMOTE AND INCREASE THE USEFULNESS OF THE CORPORATION TO MEMBERS AND SHALL PERFORM SUCH OTHER DUTIES AS ARE INCIDENT TO THE OFFICE OF THE CHAIRMAN OF THE BOARD. THE CHAIRMAN-EMERITUS SHALL BE A MEMBER OF THE EXECUTIVE COMMITTEE AUTOMATICALLY FOR THE THREE YEAR PERIOD IMMEDIATELY FOLLOWING HIS OR HER TERM AS CHAIRMAN OF THE BOARD. IN CASE OF ABSENCE OR INABILITY TO ACT FROM ANY CAUSE OF BOTH THE CHAIRMAN OF THE BOARD AND VICE CHAIRMAN OF THE BOARD, THE CHAIRMAN -EMERITUS SHALL PERFORM THE DUTIES OF THE CHAIRMAN. VICE CHAIRMAN OF THE BOARD - THE VICE CHAIRMAN OF THE BOARD SHALL ASSIST THE CHAIRMAN OF THE BOARD IN FULFILLING HIS OR HER DUTIES. THE VICE CHAIRMAN SHALL PERFORM THE DUTIES OF THE CHAIRMAN IN CASE OF ABSENCE OR INABILITY TO ACT FROM ANY CAUSE OF THE CHAIRMAN. THE VICE CHAIRMAN MAY ALSO SERVE IN ANOTHER CAPACITY ON THE EXECUTIVE COMMITTEE (I.E. AS A COMMITTEE CHAIR OF A STANDING COMMITTEE OR SECRETARY/TREASURER). SECRETARY/TREASURER - THE TREASURER SHALL OVERSEE THE COLLECTION AND ACCOUNTING OF ALL MONIES RECEIVED AND EXPENDED FOR THE USE OF THE CORPORATION. THE TREASURER SHALL MAKE A REPORT AT THE ANNUAL MEETINGS OF THE BOARD OR AT SUCH OTHER TIMES AS CALLED UPON BY THE CHAIRMAN OF THE BOARD. THE SECRETARY SHALL BE HOLDER OF THE CORPORATION'S SEAL. FORM 990, PART VI, SECTION A, LINE 6 GBA HAS ONE LEVEL OF MEMBERSHIP FOR ALL MEMBER COMPANIES. FORM 990, PART VI, SECTION A, LINE 7A A DIRECTOR MUST BE EMPLOYED BY A MEMBER OR ONE OF ITS AFFILIATES. THERE SHALL BE NO MORE THAN ONE DIRECTOR FROM THE SAME AFFILIATED GROUP OF COMPANIES. A DIRECTOR IS ELECTED IN HIS OR HER INDIVIDUAL CAPACITY AND NOT AS A REPRESENTATIVE OF THE MEMBER. THE DIRECTORS AND EXECUTIVE COMMITTEE OFFICERS SHALL BE ELECTED BY THE VOTE OF A MAJORITY OF THE MEMBERSHIP EVERY YEAR BY BALLOT SENT TO THE DUES CONTACT AT EACH MEMBER COMPANY. A NOMINATING AND GOVERNANCE COMMITTEE EVERY YEAR TO MAKE RECOMMENDATIONS FOR A SLATE OF DIRECTORS AND CONSIDER GOVERNANCE ISSUES. DIRECTORS MUST THEN BE ELECTED BY A MAJORITY OF THE MEMBERSHIP. IF A MAJORITY OF MEMBERS ENDORSE THE NOMINATING COMMITTEE'S RECOMMENDATIONS, THE DIRECTORS OF THE BOARD ARE ELECTED. DIRECTORS SHALL, UPON ELECTION, IMMEDIATELY ENTER UPON THE PERFORMANCE OF THEIR DUTIES AND, SUBJECT TO THE OTHER SECTIONS IN THIS ARTICLE V, SHALL CONTINUE IN OFFICE FOR ONE THREE YEAR TERM. UPON COMPLETION OF THE INITIAL THREE YEAR TERM, DIRECTORS ARE ELIGIBLE FOR RE-ELECTION FOR SUCCESSIVE THREE YEAR TERMS UNDER THE SAME PROCEDURES AS THEIR INITIAL ELECTION. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO BY-LAWS ARE THE DECISIONS OF THE ORGANIZATION RESERVED TO MEMBERS, STOCKHOLDERS, OR PERSONS OTHER THAN GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN OUTSIDE FIRM FROM INFORMATION PROVIDED BY MANAGEMENT. ONCE PREPARATION IS COMPLETE, THE ORGANIZATION'S TREASURER, PRESIDENT & CEO, DIRECTOR OF OPERATIONS AND OUTSOURCED ACCOUNTING FIRM REVIEW FORM 990 IN ITS ENTIRETY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C A DOCUMENT FOR SIGNATURE IS SENT OUT TO THE BOARD OF DIRECTORS AND EMPLOYEES ANNUALLY. THE CEO REVIEWS THE ETHICS STATEMENTS ANNUALLY & IS RESPONSIBLE FOR FOLLOW UPS AND RESOLUTION OF ANYTHING THAT ARISES FROM THE ANNUAL ETHICS STATEMENTS. IF ANY BOARD MEMBER WERE TO HAVE A CONFLICT THE BOARD MEMBER WOULD ABSTAIN FROM VOTING ON THE RELEVANT MATTER. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, SECTION B, LINE 15A AND 15B: GBA COMMISSIONS A COMPENSATION SURVEY EVERY THREE YEARS BY AN OUTSIDE FIRM FOR DETERMINING COMPENSATION OF ALL EMPLOYEES. ALL COMPENSATIONS ARE APPROVED ANNUALLY BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. LINE 8B MEETING MINUTES ARE RECORDED AT EACH MEETING OF THE BOARD OF DIRECTORS, EXECUTIVE COMMITTEE AND FINANCE COMMITTEE. MINUTES ARE APPROVED BY THE BOARD/COMMITTEE AT THE FOLLOWING MEETING. THE COMMITTEES DO NOT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. ANY ISSUES DISCUSSED AT COMMITTEE MEETINGS MUST GO THROUGH BOARD APPROVAL. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE ORGANIZATION'S OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. GBA CORPORATE SOLUTIONS LLC 99 M STREET SE SUITE 200 WASHINGTON DC 20003 CYBERSECURITY AND SUPPLY CHAIN CONSULTING SERVICES DE 950 0 GLOBAL BUSINESS ALLIANCE INC GLOBAL BUSINESS ALLIANCE PAC 99 M STREET SE SUITE 200 WASHINGTON DC 20003 814903742 POLITICAL ACTION COMMITTEE DC 527 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GLOBAL BUSINESS ALLIANCE PAC B 10000 FAIR MARKET VALUE SCHEDULE R, PART 1 IN JUNE 2023, GBA CORPORATE SOLUTIONS, LLC WAS DISSOLVED, AND ALL THE REMAINING ASSETS WERE TRANSFERRED TO GBA UPON THE DISSOLUTION.