2024-11-15T08:45:18-06:00 2023-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2023-01-01 530259366 AMERICAN LAND TITLE ASSOCIATION AMER 2022963671 1800 M STREET NW 300S WASHINGTON DC 200365828 DIANE TOMB CHIEF EXECUTIVE OFFICER 2022963671 2024-11-15 1 0 J CALVIN MARKS P01226973 9197196400 2023 2024-10-15 13:58:12Z DIANE TOMB 1800 M STREET NW 300S WASHINGTON DC 200365828 16068971 0 6014 X WWW.ALTA.ORG X 1971 DC TO PROMOTE THE SAFE AND EFFICIENT TRANSFER OF OWNERSHIP AND INTEREST IN REAL PROPERTY WITHIN THE FREE ENTERPRISE SYSTEM. 11 11 39 45 434650 0 148605 148100 13237146 11392146 525626 742736 123827 47331 14035204 12330313 0 0 0 0 6448549 7381963 0 0 0 7644951 9181005 14093500 16562968 -58296 -4232655 33055227 30310783 8340913 8487328 24714314 21823455 TO PROMOTE THE SAFE AND EFFICIENT TRANSFER OF OWNERSHIP AND INTEREST IN REAL PROPERTY WITHIN THE FREE ENTERPRISE SYSTEM. 0 0 CONVENTIONS - ALTA, ALONG WITH AFFILIATED LAND TITLE ASSOCIATIONS AND OTHER INDUSTRY ORGANIZATIONS, HOSTS DOZENS OF MEETINGS EACH YEAR. EACH EVENT IS AN OPPORTUNITY TO NETWORK AND LEARN FROM INDUSTRY EXPERTS, VENDORS AND PEERS FROM ALL OVER THE COUNTRY. ALL OF ALTA'S MAJOR MEETINGS WERE HELD IN PERSON. ALTA SPRINGBOARD HAD 267 PEOPLE. ALTA ADVOCACY SUMMIT HAD 202 PEOPLE. ALTA ONE HAD 1,017 ATTENDEES. SEVERAL OF THE PROFESSIONAL DEVELOPMENT SESSIONS OFFER CONTINUING EDUCATION AND CONTINUING LEGAL EDUCATION CREDITS FOR PARTICIPANTS. THE GOVERNMENT AFFAIRS DEPARTMENT ENSURES THAT ALTA'S POSITIONS ARE HEARD BY CONGRESS AND FEDERAL GOVERNMENT AGENCIES BEFORE THEY ENACT LEGISLATION AND REGULATIONS. ALTA'S STATE LEGISLATIVE AND REGULATORY WORK CONSISTS OF ASSISTING STATE LAND TITLE ASSOCIATIONS IN EDUCATING POLICY MAKERS ABOUT THE VALUES OF THE TITLE INSURANCE INDUSTRY. IT ENABLES THESE ASSOCIATIONS TO EASILY EXCHANGE REGIONAL INDUSTRY TRENDS AND STATE ADVOCACY TRENDS. ALTA PROVIDES INDUSTRY SPECIFIC GOVERNMENT, MARKET AND TECHNOLOGY NEWS TO ITS MEMBERSHIP AS WELL AS TO THE GENERAL PUBLIC. ALTA ALSO PROVIDES PRESS RELEASES SUPPORTING RECENT STANCES AND OPINIONS OF THE ASSOCIATION AND ITS MEMBERSHIP, IN ADDITION TO PROVIDING MARKETING TOOLS TO MEMBERS TO PUBLICIZE THE INDUSTRY. ADDITIONALLY ALTA PUBLISHES A MONTHLY MAGAZINE (TITLE NEWS - 22,466 SUBSCRIBERS), ELECTRONIC NEWSLETTERS, AND INDUSTRY STATISTICS AND TITLE INDUSTRY FINANCIAL INFORMATION. 0 1 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 0 0 1 46 0 1 39 1 1 1 0 0 0 1 1 0 0 0 X 11 11 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X DIANE TOMB 2022963671 1800 M STREET NW 300S WASHINGTON DC 200365828 DON KENNEDY PRESIDENT 2.00 3.00 X X 0 0 0 RICHARD H WELSHONS PRESIDENT-ELECT 1.00 4.00 X X 0 0 0 TARA SMITH TREASURER 1.00 2.00 X X 0 0 0 CRAIG HASKINS CHAIR, A&A SECTION 1.00 3.00 X X 0 0 0 LISA M STEELE CHAIR, FINANCE COMMITTEE 1.00 2.00 X X 0 0 0 DAVID TOWNSEND CHAIR, UND SECTION 1.00 3.00 X X 0 0 0 JACK RATTIKIN III IMMEDIATE PAST PRESIDENT 2.00 2.00 X 0 0 0 DANIEL M WOLD IMMEDIATE PAST PRESIDENT (TO OCT '23) 2.00 2.00 X 0 0 0 DEBORAH S BAILEY GOVERNOR (FROM OCT '23) 1.00 2.00 X 0 0 0 SCOTT T CHANDLER GOVERNOR 1.00 2.00 X 0 0 0 JOE GREALISH GOVERNOR (TO OCT '23) 1.00 2.00 X 0 0 0 DON O'NEIL GOVERNOR (FROM OCT '23) 1.00 2.00 X 0 0 0 QUINN H STUFFLEBEAM GOVERNOR 1.00 2.00 X 0 0 0 DIANE TOMB CEO 40.00 5.00 X 940408 0 79561 CORNELIA HORNER COO 40.00 2.00 X 401554 0 42725 KELLY ROMEO VP 40.00 X 284437 0 55268 CHRISTOPHER MORTON SR VP PUBLIC AFFAIRS 40.00 X 581688 0 61905 STEVEN GOTTHEIM GENERAL COUNSEL 40.00 X 278279 0 49177 ELIZABETH BLOSSER VP GOVERNMENT AFFAIRS 40.00 X 239238 0 29651 JEREMY YOHE VP COMMUNICATIONS 40.00 X 171545 0 34914 EMILY TRYON SR DIR PUBLIC POLICY & GOV 40.00 X 211875 0 40269 KEVIN CAMERON DIRECTOR OF GOVERNMENT AFFAIRS 40.00 X 165735 0 15691 PAUL MARTIN DIRECTOR, ALTA REGISTRY 40.00 X 146666 0 45564 LAUREN DOLLERSCHELL SR DIRECTOR OF MEETINGS 40.00 X 140214 0 27785 STEVEN GOLD PRODUCT DIRECTOR 40.00 X 136919 0 23701 3698558 0 506211 18 0 1 0 THE BROADMOOR HOTEL 3601 CONNECTICUT AVE NW WASHINGTON DC 20008 CONVENTION SERVICES 879398 HOTEL DEL CORONADO 1500 ORANGE AVE CORONADO CA 92118 CONVENTION SERVICES 662783 BGR GOVERNMENT AFFAIRS 601 13TH ST NW WASHINGTON DC 20005 LOBBYING SERVICES 650942 MARATHON STRATEGIES LLC 38 E 29TH ST NEW YORK NY 10016 CONSULTING SERVICES 465671 DESIGN DATA 610 PROFESSIONAL DR GAITHERSBURG MD 20879 INFORMATION SERVICES 361565 15 148100 148100 MEMBER DUES 900099 7343211 7343211 CONVENTIONS 900099 2292450 2292450 LICENSING POLICY FORMS 900099 945760 945760 PRODUCT SERVICES 900099 375975 375975 WEB ADVERTISING 541800 236800 236800 197950 100 197850 11392146 563030 563030 3918364 3738658 179706 179706 179706 47331 47331 47331 12330313 10957496 434650 790067 X 3250350 3251245 143299 381138 355931 98348 56837 390000 95020 2126323 110816 435672 977860 487116 692327 2536837 49071 156753 93297 PROXY TAXES 483041 DUES & SUBSCRIPTIONS 133035 TAXES & LICENSES 86151 172501 16562968 9734928 6913926 149100 0 1000000 1000000 328823 505244 2035125 1809138 366465 225987 20201428 20645160 72745 76483 1201738 943983 33055227 30310783 1832713 2201165 4942440 5223964 1565760 1062199 8340913 8487328 X 24714314 21823455 24714314 21823455 33055227 30310783 -4232655 1341796 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 130293 0 0 0 7343211 1337000 1337000 1337000 PART I-A, LINE 1: ALTA PROVIDES ADMINISTRATIVE SERVICES TO THE TITLE INDUSTRY POLITICAL ACTION COMMITTEE. 540971 486115 54856 1494154 1323023 171131 225987 LEASE LIABILITIES 978815 DEFERRED COMPENSATION 76483 DUE TO AFFILIATES 6901 1062199 X PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT ALL OF THE ENTITIES HAVE PROPERLY MAINTAINED THEIR EXEMPT STATUS. ADDITIONALLY, MANAGEMENT HAS CONCLUDED THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023 AND 2022. X 1 1 X X X X 0 0 0 DIANE TOMB CEO 746408 0 194000 0 0 0 22353 0 57208 0 1019969 0 0 0 CHRISTOPHER MORTON SR VP PUBLIC AFFAIRS 471688 0 110000 0 0 0 22325 0 39580 0 643593 0 0 0 CORNELIA HORNER COO 398554 0 3000 0 0 0 22319 0 20406 0 444279 0 0 0 KELLY ROMEO VP 279437 0 5000 0 0 0 22628 0 32640 0 339705 0 0 0 STEVEN GOTTHEIM GENERAL COUNSEL 268279 0 10000 0 0 0 20561 0 28616 0 327456 0 0 0 ELIZABETH BLOSSER VP GOVERNMENT AFFAIRS 224238 0 15000 0 0 0 16013 0 13638 0 268889 0 0 0 EMILY TRYON SR DIR PUBLIC POLICY & GOV 186875 0 25000 0 0 0 12238 0 28031 0 252144 0 0 0 JEREMY YOHE VP COMMUNICATIONS 166545 0 5000 0 0 0 11917 0 22997 0 206459 0 0 0 PAUL MARTIN DIRECTOR, ALTA REGISTRY 136666 0 10000 0 0 0 9465 0 36099 0 192230 0 0 0 KEVIN CAMERON DIRECTOR OF GOVERNMENT AFFAIRS 145735 0 20000 0 0 0 3625 0 12066 0 181426 0 0 0 LAUREN DOLLERSCHELL SR DIRECTOR OF MEETINGS 135214 0 5000 0 0 0 9622 0 18163 0 167999 0 0 0 STEVEN GOLD PRODUCT DIRECTOR 132919 0 4000 0 0 0 9328 0 14373 0 160620 0 0 0 PART I, LINE 1A THE CEO IS PERMITTED OCCASIONAL TRAVEL FOR COMPANIONS. IT IS TAXABLE WHEN RECEIVED. FORM 990, PART VI, SECTION A, LINE 6 ANY BUSINESS ENTITY THAT PRIMARILY ENGAGES IN AND IS LEGALLY QUALIFIED TO ENGAGE IN THE BUSINESS OF LAND TITLE EVIDENCING OR INSURING AS AN ABSTRACTER, TITLE INSURANCE AGENT, OR TITLE INSURANCE UNDERWRITER, AND AGREES TO BE GOVERNED BY THE BYLAWS OF THE ASSOCIATION SHALL BE ELIGIBLE FOR ACTIVE MEMBERSHIP IN THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A THE OFFICERS OF THE ASSOCIATION ARE ELECTED ANNUALLY BY THE COLLECTIVE ACTIVE MEMBERS OF THE ASSOCIATION. THE ACTIVE MEMBERSHIP OF THE ASSOCIATION HAS TWO SECTIONS THAT EACH ELECT THREE GOVERNORS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT HAVE THE OPPORTUNITY TO LOOK OVER FORM 990 AND MAKE COMMENTS BEFORE THE DRAFT IS FINALIZED. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF SENIOR MANAGEMENT AND THE BOARD OF GOVERNORS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST WITHIN 3 MONTHS' TIME OF THEIR ELECTION OR APPOINTMENT; FAILURE TO DO SO WILL RESULT IN MANAGEMENT ACTION. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY THE CEO IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS AND COMPENSATION IS DETERMINED AT THAT TIME. COMPARABLE SALARY SURVEY INFORMATION AND ANNUAL PROGRESS REPORTS ARE USED TO DETERMINE EMPLOYEE COMPENSATION. 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 BOARD DESIGNATED CONSULTING 1,621,672. PROFESSIONAL FEES 504,651. TITLE & SETTLEMENT AGENT REGISTRY LLC 1800 M STREET NW NO 300S WASHINGTON DC 20036 REGISTRY OF TITLE COMPANIES AND INSURERS DC 148100 3584499 ALTA ALTA GOOD DEEDS FOUNDATION 1800 M STREET NW NO 300S WASHINGTON DC 20036 852558405 CHARITABLE GRANTS DC 501(C)(3) LINE 12 ALTA 0 LAND TITLE INSTITUTE 1800 M STREET NW NO 300S WASHINGTON DC 20036 521189041 LAND TITLE EDUCATION DC 501(C)(3) LINE 12 ALTA 0 TITLE ACTION NETWORK 1800 M STREET NW NO 300S WASHINGTON DC 20036 460662435 LAND TITLE ADVOCACY DC 501(C)(6) ALTA 0 TITLE INDUSTRY POLITICAL ACTION COMMITTEE 1800 M STREET NW NO 300S WASHINGTON DC 20036 521081423 POLITICAL ACTION COMMITTEE DC 527 ALTA 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0