2024-11-15T13:19:36-06:00 2023-12-31 881478669 CBIZ ADVISORS LLC 1 RESEARCH COURT SUITE 400 ROCKVILLE MD 20850 990 2023-01-01 521916480 NATIONAL MINING ASSOCIATION NATI 2024632600 101 CONSTITUTION AVENUE NW 500E WASHINGTON DC 200012133 ROGER ROBERTS TREASURER/SVP FINANCE & ADMIN 2024632600 2024-11-15 1 1 AARON M FOX P01365820 3016913600 2024-11-15 2023 2024-10-15 13:58:12Z RICH NOLAN 101 CONSTITUTION AVENUE NW 500E WASHINGTON DC 200012133 12090415 0 X WWW.NMA.ORG X 1995 DE TO PROMOTE THE GENERAL WELFARE OF THE PRODUCERS OF COAL AND MINERALS, REPRESENT THE COAL AND MINERAL INDUSTRY ON PUBLIC POLICY ISSUES BEFORE CONGRESS, THE EXECUTIVE BRANCH, AND THE JUDICIARY, AND PREPARE AND DISTRIBUTE INFORMATION TO CARRY OUT THESE PURPOSES. 54 54 35 54 0 0 0 0 8010988 8686896 -35263 814996 3245301 -69387 11221026 9432505 9095 2409 0 0 7909917 8794119 0 0 0 6897214 7814227 14816226 16610755 -3595200 -7178250 49827973 65205631 13442558 32740499 36385415 32465132 X NMA'S MISSION IS TO CREATE AND MAINTAIN A BROAD BASE OF POLITICAL SUPPORT FOR THE MINING INDUSTRY, AND TO HELP THE NATION REALIZE THE ECONOMIC AND NATIONAL SECURITY BENEFITS OF AMERICA'S DOMESTIC MINING CAPABILITY. OUR OBJECTIVE IS TO ENGAGE IN AND INFLUENCE THE PUBLIC POLICY PROCESS ON THE MOST SIGNIFICANT AND TIMELY ISSUES THAT IMPACT OUR ABILITY TO LOCATE, PERMIT, MINE, PROCESS, TRANSPORT, AND UTILIZE THE NATION'S VAST COAL AND MINERAL RESOURCES. NMA SERVES ITS MEMBERSHIP BY:- PROMOTING THE PRODUCTION AND USE OF COAL AND MINERAL RESOURCES PRODUCED BY THE U.S. MINING INDUSTRY,- ESTABLISHING A STRONG POLITICAL PRESENCE IN THE NATION'S CAPITAL ON BEHALF OF NMA'S MEMBERSHIP,- SERVING AS THE INFORMATION CENTER FOR, AND A SINGLE VOICE OF, THE US MINING INDUSTRY, AND- ADDRESSING THE CURRENT AND FUTURE NEEDS OF THE INDUSTRY, MININGEQUIPMENT MANUFACTURERS, AND SUPPORT SERVICES FOR MEMBERS OF THEASSOCIATION. 0 0 PRESENTED THE INTERESTS OF MINING BEFORE CONGRESS, THE ADMINISTRATION, FEDERAL AGENCIES, THE JUDICIARY, AND THE MEDIA. HELD SPECIALIZED EVENTS, WORKSHOPS, AND MEETINGS. DEVELOPED GENERAL INDUSTRY AND ISSUE SPECIFIC EDUCATIONAL AND AWARENESS CAMPAIGNS. 0 0 1 1 0 0 0 0 0 1 0 0 1 1 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 1 1 1 0 1 52 0 1 35 1 0 0 0 0 1 1 0 1 0 X 54 54 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X ROGER ROBERTS 2024632600 101 CONSTITUTION AVENUE NW 500E WASHINGTON DC 200012133 BRENT BILSLAND DIRECTOR 1.00 0.00 X 0 0 0 JIMMY BROCK CHAIRMAN 1.00 0.00 X X 0 0 0 JOSEPH CRAFT DIRECTOR 1.00 0.00 X 0 0 0 JON TORPY DIRECTOR 1.00 0.00 X 0 0 0 JON GIESEN DIRECTOR 1.00 0.00 X 0 0 0 JOHN CASH DIRECTOR 1.00 0.00 X 0 0 0 JOE BECKO DIRECTOR 1.00 0.00 X 0 0 0 JASON DAVIS DIRECTOR 1.00 0.00 X 0 0 0 JEFF MCCHESNEY DIRECTOR 1.00 0.00 X 0 0 0 GUY DIXON DIRECTOR 1.00 0.00 X 0 0 0 JC BUTLER DIRECTOR 1.00 0.00 X 0 0 0 JIM GRECH DIRECTOR 1.00 0.00 X 0 0 0 WAYNE ROBINSON DIRECTOR 1.00 0.00 X 0 0 0 MARC OSTREM DIRECTOR 1.00 0.00 X 0 0 0 JOSEPH USIBELLI DIRECTOR 1.00 0.00 X 0 0 0 GREGORY HINSHAW DIRECTOR 1.00 0.00 X 0 0 0 GREG GIBSON DIRECTOR 1.00 0.00 X 0 0 0 LAVERN LUND DIRECTOR 1.00 0.00 X 0 0 0 ERNIE THRASHER DIRECTOR 1.00 0.00 X 0 0 0 DENISE JOHNSON DIRECTOR 1.00 0.00 X 0 0 0 CRAIG NUNEZ DIRECTOR 1.00 0.00 X 0 0 0 BILL HEISSENBUTTEL DIRECTOR 1.00 0.00 X 0 0 0 BRETT WILSON DIRECTOR 1.00 0.00 X 0 0 0 ANDREW LYE DIRECTOR 1.00 0.00 X 0 0 0 MITCHELL KREBS VICE CHAIRMAN 1.00 0.00 X X 0 0 0 MARK CHALMERS DIRECTOR 1.00 0.00 X 0 0 0 MIKE ROMANO DIRECTOR 1.00 0.00 X 0 0 0 MIKE SYLVESTRE DIRECTOR 1.00 0.00 X 0 0 0 VICTORIA TAPIA DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL MORRISS DIRECTOR 1.00 0.00 X 0 0 0 STEPHEN GOTTESFELD DIRECTOR 1.00 0.00 X 0 0 0 ROBERT STENGER DIRECTOR 1.00 0.00 X 0 0 0 SCOTT KREUTZER DIRECTOR 1.00 0.00 X 0 0 0 SCOTT MELBYE DIRECTOR 1.00 0.00 X 0 0 0 SEAN MCLANAHAN DIRECTOR 1.00 0.00 X 0 0 0 SHANE KUHLMEY DIRECTOR 1.00 0.00 X 0 0 0 TONY CALANDRA DIRECTOR 1.00 0.00 X 0 0 0 TIM GITZEL DIRECTOR 1.00 0.00 X 0 0 0 ALAN PROUTY DIRECTOR 1.00 0.00 X 0 0 0 RICHARD MULLEN DIRECTOR 1.00 0.00 X 0 0 0 MERI SANDLIN DIRECTOR 1.00 0.00 X 0 0 0 ROBERT MOORE DIRECTOR 1.00 0.00 X 0 0 0 RANDY SHORT DIRECTOR 1.00 0.00 X 0 0 0 RANDY VRANES DIRECTOR 1.00 0.00 X 0 0 0 WALTER SCHELLER VICE CHAIRMAN 1.00 0.00 X X 0 0 0 RANDALL ATKINS DIRECTOR 1.00 0.00 X 0 0 0 PORTER GREGORY DIRECTOR 1.00 0.00 X 0 0 0 PHILLIPS BAKER DIRECTOR 1.00 0.00 X 0 0 0 PETER HALPIN DIRECTOR 1.00 0.00 X 0 0 0 PAUL LANG VICE CHAIRMAN 1.00 0.00 X X 0 0 0 PAUL DAVIS DIRECTOR 1.00 0.00 X 0 0 0 BAPPADITYA BANERJEE DIRECTOR 1.00 0.00 X 0 0 0 TREVOR HALL DIRECTOR 1.00 0.00 X 0 0 0 ADAM DIAMOND DIRECTOR 1.00 0.00 X 0 0 0 ROGER ROBERTS SVP, FINANCE & ADMINISTRAT 37.50 0.00 X 354003 0 98562 RICH NOLAN PRESIDENT & CEO 37.50 0.00 X 1210364 0 137377 KATIE SWEENEY EXECUTIVE VP LEGAL AFFAIRS 37.50 0.00 X 616583 0 118950 ASHLEY BURKE SVP, COMMUNICATIONS 37.50 0.00 X 526235 0 90310 VERONIKA SHIME VP INTERNATIONAL POLICY 37.50 0.00 X 272420 0 70413 TAWNY BRIDGEFORD DEPUTY GENERAL COUNSEL, VP 37.50 0.00 X 363820 0 70121 JERRY MULLINS SVP, GOVERNMENT AFFAIRS & 37.50 0.00 X 391748 0 87668 RYAN JACKSON SVP, GOVERNMENT AFFAIRS 37.50 0.00 X 448306 0 49755 4183479 0 723156 23 0 1 0 DANIEL J EDELMAN INC 21992 NETWORK PLACE CHICAGO IL 60673 CONSULTING 864472 MDG 2445 5TH AVENUE SAN DIEGO CA 92101 MEETING MARKETING 737937 LEADING AUTHORITIES 1725 EYE ST NW SUITE 200 WASHINGTON DC 20006 CONSULTING 243452 RAFFANIELLO & ASSOCIATES LLC 800 MAINE AVENUE SW WASHINGTON DC 20024 CONSULTING 216000 HALL-ERICKSON INC 98 E CHICAGO AVENUE WESTMONT IL 60559 MEETING SUPPORT 212836 20 MEMBERSHIP DUES AND ASSESSMENTS 900099 8528751 8528751 CONVENTIONS, CONFERENCES & MTGS 900099 152945 152945 PUBLICATIONS 900099 5200 5200 8686896 1183111 1183111 155419 289795 -134376 -134376 -134376 2000000 2368115 -368115 -368115 -368115 INSURANCE PROCEEDS 900099 58237 58237 MISCELLANEOUS 900099 6752 6752 64989 9432505 8552520 0 879985 X 2409 2535839 4873323 440403 526848 417706 542255 34169 852906 98991 2625833 491921 296138 105724 1552763 327968 433963 41358 109842 DUES 223790 BAD DEBTS 65500 EQUIPMENT RENTAL 11106 16610755 1854694 402120 786179 4088294 204406 321353 864303 2115606 1969690 1762817 236804 206873 35025413 47342550 10856174 10728835 49827973 65205631 1487494 2080286 800439 19814548 11154625 10845665 13442558 32740499 X 36385415 32465132 36385415 32465132 49827973 65205631 X -7178250 2660148 597819 X X 0 1 X 1 0 50000 50000 50000 1 COALPAC 101 CONSTITUTION AVENUE NW NO 500 WASHINGTON DC 20001 521322749 12379 MINEPAC 101 CONSTITUTION AVENUE NW NO 500 WASHINGTON DC 20001 521939409 14187 REPUBLICAN ATTORNEYS GENERAL ASSOCIATION 1747 PENNSYLVANIA AVE NW STE 800 WASHINGTON DC 20006 464501717 50000 0 0 1 8528751 2525193 433551 2958744 1705750 1252994 PART I - A, LINE 1 THE ASSOCIATION CONDUCTS ALL OF ITS POLITICAL ACTIVITY THROUGH ITS CONNECTED PACS: COALPAC AND MINEPAC. SEE PART I - C. 1344639 1189429 155210 27733 27733 0 597318 545655 51663 206873 RIGHT OF USE ASSET 8270875 FUNDED RETIREMENT PLAN ASSET 2207660 DEFERRED COMPENSATION ASSET 192678 LEASING COSTS 57622 10728835 OPERATING LEASE LIABILITY 10652987 DEFERRED COMPENSATION LIABILITY 192678 10845665 X 12881276 2660148 887614 3547762 9333514 98991 98991 9432505 16801559 289795 289795 16511764 98991 98991 16610755 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM PAYMENT OF INCOME TAXES OTHER THAN THOSE ON UNRELATED BUSINESS INCOME (UBI) UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. THE ASSOCIATION HAD NO UBI FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022. THE INCOME TAX POSITIONS TAKEN BY THE ASSOCIATION FOR ANY YEARS OPEN UNDER THE VARIOUS STATUTES OF LIMITATIONS ARE THAT THE ASSOCIATION CONTINUES TO BE EXEMPT FROM INCOME TAXES AND THAT IT HAS PROPERLY REPORTED UBI THAT IS SUBJECT TO INCOME TAXES. THE ASSOCIATION EVALUATED THE UNCERTAINTY IN INCOME TAXES FOR THE YEARS DECEMBER 31, 2023 AND 2022, AND DETERMINED THAT THERE ARE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. NONE OF THE ASSOCIATION'S FEDERAL OR STATE INCOME TAX RETURNS ARE CURRENTLY UNDER EXAMINATION. BOTH PACS ARE GENERALLY EXEMPT FROM INCOME TAXES UNDER SECTION 527(F) OF THE IRC, EXCEPT ON NET INCOME EARNED FROM UNRELATED ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES TO PART VIII 289,795. PERIODIC RETIREMENT PLAN COSTS 597,819. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES TO PART VIII 289,795. X 0 1 X X X X 0 0 0 RICH NOLAN PRESIDENT & CEO 703260 0 507104 0 0 0 96825 0 40552 0 1347741 0 0 0 KATIE SWEENEY EXECUTIVE VP LEGAL AFFAIRS 501583 0 115000 0 0 0 99216 0 19734 0 735533 0 0 0 ASHLEY BURKE SVP, COMMUNICATIONS 435235 0 91000 0 0 0 54052 0 36258 0 616545 0 0 0 RYAN JACKSON SVP, GOVERNMENT AFFAIRS 448306 0 0 0 0 0 27450 0 22305 0 498061 0 0 0 JERRY MULLINS SVP, GOVERNMENT AFFAIRS & 316748 0 75000 0 0 0 50937 0 36731 0 479416 0 0 0 ROGER ROBERTS SVP, FINANCE & ADMINISTRAT 288003 0 66000 0 0 0 63308 0 35254 0 452565 0 0 0 TAWNY BRIDGEFORD DEPUTY GENERAL COUNSEL, VP 300820 0 63000 0 0 0 53970 0 16151 0 433941 0 0 0 VERONIKA SHIME VP INTERNATIONAL POLICY 234920 0 37500 0 0 0 42173 0 28240 0 342833 0 0 0 PART I, LINE 1A NMA'S PRESIDENT/CEO AND THE SVP OF GOVERNMENT AFFAIRS JOINTLY DETERMINED THAT HAVING A FEW SELECT EMPLOYEES WITHIN THE GOVERNMENT AFFAIRS DEPARTMENT BE MEMBERS OF DC'S POLITICAL SOCIAL CLUBS, NAMELY THE CAPITOL HILL CLUB (REPUBLICAN) AND THE NATIONAL DEMOCRATIC CLUB. PART I, LINE 1B THE DECISION PROCESS IS BASED ON EXPERIENCE AND UNDERSTANDING THAT THESE CLUBS PROVIDE ACCESS TO PEOPLE RELEVANT TO THE ACTIVITIES OF THE ASSOCIATION, SPECIFICALLY WITH REGARDS TO LOBBYING EFFORTS ON BEHALF OF THE ASSOCIATION'S MEMBERS. FORM 990, PART VI, SECTION A, LINE 1A NMA HAS AN EXECUTIVE COMMITTEE, WHICH IS COMPOSED OF THE CHAIRMAN, VICE CHAIRMAN, PRESIDENT, CHAIRMAN OF THE AUDIT AND FINANCE COMMITTEE, AND NINE DIRECTORS ELECTED ANNUALLY BY THE BOARD OF DIRECTORS, WITH SEVEN DIRECTORS REPRESENTING COAL PRODUCER MEMBERS AND MINERAL PRODUCER MEMBERS AND TWO DIRECTORS REPRESENTING MANUFACTURERS AND SERVICES MEMBERS. SUBJECT TO THE FOREGOING REQUIREMENT TO ELECT SEVEN DIRECTORS REPRESENTING THE PRODUCER MEMBERS, THE SEVEN DIRECTORS SHALL BE APPOINTED IN A MANNER THAT ASSURES EQUAL REPRESENTATION OF FIVE DIRECTORS REPRESENTING EACH PRODUCER MEMBERSHIP CLASS AFTER ACCOUNTING FOR THE MEMBERSHIP CLASSES OF THE CHAIRMAN, VICE CHAIRMAN AND CHAIRMAN OF THE AUDIT AND FINANCE COMMITTEE. ANY VACANCIES SHALL BE FILLED BY THE EXECUTIVE COMMITTEE UNTIL THE NEXT MEETING OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL THE POWERS OF THE BOARD OF DIRECTORS DURING INTERVALS BETWEEN MEETINGS OF THE BOARD, EXCEPT (I) TO AMEND THESE BYLAWS, (II) TO AMEND OR RECOMMEND TO THE MEMBERS AN AMENDMENT OF THE ASSOCIATION'S CERTIFICATE OF INCORPORATION, (III) ADOPT AN AGREEMENT OF MERGER OR CONSOLIDATION, (IV) APPROVE OR RECOMMEND TO THE MEMBERS THE SALE, LEASE OR EXCHANGE OF ALL OR SUBSTANTIALLY ALL OF THE ASSOCIATION'S ASSETS, (V) RECOMMEND TO THE MEMBERS THE DISSOLUTION OF THE ASSOCIATION OR A REVOCATION OF A DISSOLUTION, OR (VI) TO TAKE SUCH OTHER ACTION AS MAY BE LIMITED BY LAW. THE EXECUTIVE COMMITTEE SHALL KEEP A RECORD OF ALL ITS ACTIONS AND SUBMIT A REPORT THEREON TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 NMA HAS TWO CLASSES OF MEMBERSHIP: 1. PRODUCER MEMBERSHIP - ANY ORGANIZATION, CORPORATION, PARTNERSHIP, COMPANY, OR INDIVIDUAL ENGAGED IN THE MINING AND PRODUCTION OF COAL OR MINERALS. PRODUCER MEMBERS SHALL BE DIVIDED INTO TWO SEPARATE CLASSES: (A) COAL PRODUCER MEMBERS, AND (B) MINERAL PRODUCER MEMBERS. 2. MANUFACTURERS AND SERVICES MEMBERSHIP - ANY ORGANIZATION, CORPORATION, PARTNERSHIP, COMPANY OR INDIVIDUAL ENGAGED IN THE MANUFACTURE OF MINING MACHINERY, EQUIPMENT AND SUPPLIES, MINING RELATED SERVICES, OR CLOSELY ASSOCIATED WITH AND INTERESTED IN PROMOTING THE GENERAL WELFARE OF THE MINING INDUSTRY, BUT NOT ENGAGED IN MINING. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS SHALL CONSIST OF DIRECTORS SELECTED BY, AND REPRESENTING AS CLASSES, COAL PRODUCER MEMBERS, MINERAL PRODUCER MEMBERS, MANUFACTURERS AND SERVICES MEMBERS. IN ADDITION, THE PRESIDENT OF THE ASSOCIATION SERVES AS AN EX OFFICIO MEMBER OF THE BOARD OF DIRECTORS. DIRECTORS ARE ELECTED BY A MAJORITY VOTE AT THE ANNUAL MEETING OF THE ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE AUDIT & FINANCE COMMITTEE PRIOR TO FILING. FORM 990 IS REVIEWED BY SENIOR MANAGEMENT AND GENERAL COUNSEL, AND ANY CHANGES ARE COMMUNICATED TO THE OUTSIDE ACCOUNTANTS PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ASSOCIATION REVIEW ALL CONTRACTS AND VENDORS FOR POTENTIAL CONFLICT OF INTEREST. ALL EMPLOYMENT CANDIDATES ARE CONSIDERED FOR POTENTIAL CONFLICTS ALSO. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION UTILIZES A COMPENSATION CONSULTANT TO PERFORM A BI-ANNUAL COMPENSATION SURVEY OF COMPARABLE TRADE ASSOCIATIONS. NATIONAL MINING ASSOCIATION'S GOAL WHEN SETTING SALARIES FOR ALL EMPLOYEES, IS TO HAVE THEIR COMPENSATION AT THE 75TH PERCENTILE OF COMPARABLE TRADE ASSOCIATIONS, UTILIZING THE RESULTS FROM THE SURVEY. FURTHERMORE, THE PRESIDENT AND CEO'S SALARY IS NEGOTIATED VIA CONTRACT WITH THE FOLLOWING BOARD MEMBERS: CHAIRMAN AND VICE CHAIRMAN. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT GENERALLY MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G PAYROLL SERVICES 9,427. WEB DEVELOPMENT & CONTENT MANAGEMENT 73,403. OTHER PROFESSIONAL FEES 2,543,003. FORM 990, PART XI, LINE 9: FAS 158 ADJUSTMENT 597,819. FORM 990, PART XII, LINE 2C: NO CHANGES FROM PRIOR YEAR. MINEPAC 101 CONSTITUTION AVE STE 525E WASHINGTON DC 20001 521939409 POLITICAL ACTION COMMITTEE DC 527 NATIONAL MINING ASSOCIATION 1 COALPAC 101 CONSTITUTION AVE STE 525E WASHINGTON DC 20001 521322749 POLITICAL ACTION COMMITTEE DC 527 NATIONAL MINING ASSOCIATION 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 MINEPAC R 14187 COALPAC R 12379