2022-10-26T11:24:33-05:00 2021-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2021-01-01 521073576 THE MANUFACTURING INSTITUTE MANU 2026373426 733 10TH STREET NW 700 WASHINGTON DC 20001 TIMOTHY ROGERS TREASURER 2026373426 2022-10-26 1 TIMOTHY ROGERS 999009999 J CALVIN MARKS P01226973 9197196400 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z SIMON SURAN 733 10TH STREET NW 700 WASHINGTON DC 20001 11688291 0 X WWW.THEMANUFACTURINGINSTITUTE.ORG X 1976 DC TO BUILD INTELLECTUAL SUPPORT AMONG POLICYMAKERS, THE MEDIA, EDUCATORS, AND STUDENTS FOR A PRO-MANUFACTURING, PRO-GROWTH AGENDA WHILE ENCOURAGING RECOGNITION OF MANUFACTURING'S CONTRIBUTIONS TO THE WELL BEING OF THE NATION. 8 6 0 6 0 0 7361564 10831183 689500 855931 4707 1177 5 0 8055776 11688291 0 50000 0 0 3069137 3793106 0 0 174000 883166 3334678 3952303 7177784 4103473 4510507 7243553 12149684 746228 1141852 6497325 11007832 X THE MANUFACTURING INSTITUTE'S MISSION IS TO INSPIRE, EDUCATE AND EMPOWER THE MANUFACTURING WORKFORCE OF TODAY AND TOMORROW. THE MI GROWS AND SUPPORTS THE INDUSTRY'S SKILLED WORKERS FOR THE ADVANCEMENT OF MODERN MANUFACTURING. THE MI'S DIVERSE INITIATIVES SUPPORT ALL AMERICAN WORKERS, INCLUDING EMERGING WORKERS, WOMEN, VETERANS AND STUDENTS, THROUGH SKILLED TRAINING PROGRAMS, COMMUNITY BUILDING AND CAREER GROWTH. AS THE 501(C)3 NONPROFIT WORKFORCE DEVELOPMENT AND EDUCATION PARTNER OF THE NATIONAL ASSOCIATION OF MANUFACTURERS, THE MI IS A TRUSTED ADVISER TO MANUFACTURERS, EQUIPPING THEM WITH RESOURCES NECESSARY TO SOLVE THE INDUSTRY'S TOUGHEST CHALLENGES. 0 0 1683603 0 0 CREATING CONNECTIONS FOR VETERANS: HEROES MAKE AMERICA BUILDS CONNECTIONS BETWEEN THE MILITARY COMMUNITY AND THE MANUFACTURING INDUSTRY. THE PROGRAM PROVIDES INTEGRATED CERTIFICATION AND CAREER-READINESS TRAINING IN PARTNERSHIP WITH LOCAL COMMUNITY COLLEGES TO PREPARE TRANSITIONING SERVICE MEMBERS, VETERANS, NATIONAL GUARD, RESERVISTS AND MILITARY SPOUSES FOR REWARDING CAREERS IN MANUFACTURING. MORE THAN 600 TRANSITIONING SERVICE MEMBERS HAVE GRADUATED FROM THE PROGRAM SINCE ITS INCEPTION IN 2018. 993805 0 675931 ELEVATING ROLE MODELS AND EMPOWERING WOMEN: THE STEP WOMEN'S INITIATIVE IS THE NATION'S MARQUEE PROGRAM TO CLOSE THE GENDER GAP IN MANUFACTURING. STEP EMPOWERS AND INSPIRES WOMEN IN THE MANUFACTURING INDUSTRY THROUGH RECOGNITION, RESEARCH, LEADERSHIP AND MENTORING. THE INITIATIVE INCLUDES THE STEP AHEAD AWARDS, RECOGNIZING WOMEN IN SCIENCE, TECHNOLOGY, ENGINEERING AND PRODUCTION CAREERS WHO EXEMPLIFY LEADERSHIP WITHIN THEIR COMPANIES. 859629 50000 0 CAREERS ON TRACK: THIS MI INITIATIVE LAYS THE TRACKS TO BOTH ENGAGE THE WOMEN'S WORKFORCE OF TOMORROW AND ADVANCE THE WOMEN'S WORKFORCE OF TODAY THROUGH A MULTI-FACETED INITIATIVE AIMED AT CREATING AWARENESS, CHANGING PERCEPTIONS, AND STEERING FEMALES AT KEY JUNCTIONS OF THEIR CAREER TRACK TOWARD INDUSTRY CAREERS. UTILIZING THE MI'S VAST NETWORK OF PARTNERS AND OPPORTUNITIES FOR UP EMPLOYEE ENGAGEMENT, THE MI IS DELIVERING A MEASURABLE APPROACH BASED ON INDUSTRY RESEARCH SPANNING A CONTINUUM OF CAREER EXPOSURE FROM MIDDLE SCHOOL TO WOMEN ADVANCED IN THEIR CAREER. 2700275 0 180000 STRENGTHENING CAREER PATHWAYS AND ENCOURAGING SKILLS TRAINING: FAME IS THE PREMIER ADVANCED MANUFACTURING WORKFORCE DEVELOPMENT AND EDUCATION PROGRAM. FOUNDED BY TOYOTA IN 2010 AND TRANSITIONED TO THE MI IN 2019, FAME HELPS STUDENTS BECOME HIGHLY SKILLED, GLOBALLY COMPETITIVE, WELL-ROUNDED AND SOUGHT-AFTER TALENT WHO CAN MEET THE UNIQUE NEEDS AND CHALLENGES OF TODAY'S MODERN MANUFACTURING WORKFORCE. THE TWO-YEAR PROGRAM COMBINES TRAINING IN TECHNICAL SKILLS WITH DEVELOPMENT OF PROFESSIONAL PRACTICES WHILE IMMERSED IN THE CULTURE OF LEAN MANUFACTURING.INSPIRING STUDENTS: THE MI'S STUDENT ENGAGEMENT INITIATIVES AIM TO HONE STEM SKILLS, INTRODUCE STUDENTS TO CAREER PATHWAYS IN MANUFACTURING AND CLARIFY MISPERCEPTIONS ABOUT THESE CAREERS BY PROVIDING EDUCATIONAL TOOLS AND EXPERIENCES. THE STUDENT ENGAGEMENT INITIATIVES INCLUDE CONTENT AND CHANNEL PARTNERSHIPS, OUR DIGITAL STEM CAREER EXPLORATION PROGRAM, THE STEM CAREERS COALITION AND MFG DAY, IN WHICH MANUFACTURERS OPEN THEIR DOORS TO STUDENTS AND THEIR INFLUENCERS FOR AN INSIDE LOOK AT MODERN MANUFACTURING.BUILDING A STRONGER AND MORE DIVERSE MANUFACTURING WORKFORCE: THE MI'S DIVERSITY AND INCLUSION INITIATIVE AIMS TO MAKE THE MANUFACTURING WORKFORCE MORE REFLECTIVE OF OUR COMMUNITIES. WE WORK TO FOSTER AND PROMOTE AN INCLUSIVE CULTURE IN MANUFACTURING, SUPPORTING COMPANIES WITH THEIR D&I EFFORTS AND AMPLIFYING BEST PRACTICES TO MULTIPLY THE IMPACT. CREATING A MORE DIVERSE AND INCLUSIVE WORKPLACE IS THE RIGHT THING TO DOAND ROBUST D&I INITIATIVES WILL HELP CHANGE THE PERCEPTION OF MANUFACTURING AND ATTRACT AND RETAIN A TALENTED WORKFORCE.RESEARCH AND INSIGHTS: THE MI'S CENTER FOR MANUFACTURING RESEARCH IS THE LEADING SOURCE OF RESEARCH ON THE MANUFACTURING WORKFORCE, EMPLOYMENT AND GLOBAL COMPETITIVENESS. IN PARTNERSHIP WITH GLOBAL CONSULTING FIRMS, THE CENTER PRODUCES LEADING REPORTS AND ANALYSIS ON THE MANUFACTURING SECTOR. 2700275 0 180000 6237312 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 18 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 6 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X SIMON SURAN 2026373426 733 10TH STREET NW 700 WASHINGTON DC 20001 X JAY TIMMONS BOARD CHAIR 2.00 40.00 X X 0 1651102 763427 TODD BOPPELL DIRECTOR 1.00 40.00 X 0 679171 38828 CAROLYN LEE EXECUTIVE DIRECTOR 40.00 X 0 503515 43927 GARDNER CARRICK VP - WORKFORCE SOLUTIONS 40.00 X 0 230070 18845 TIMOTHY ROGERS TREASURER 1.00 40.00 X 0 240739 30517 BABS CHASE VP - M&V PROGRAMS 40.00 X 0 204639 13092 DAVID MCKNIGHT VP - BUSI RELAT & PARNERS 40.00 X 0 169177 21312 HERB GRANT VP - PROGRAM EXECUTION 40.00 X 0 179577 3486 JULIA ASONI SENIOR DR - YOUTH ENGAGE 40.00 X 0 171530 11104 MARY ANDRINGA DIRECTOR (FROM JUN '21) 1.00 1.00 X 0 0 0 VICKI HOLT DIRECTOR (FROM JUN '21) 1.00 X 0 0 0 KARL HUTTER DIRECTOR 1.00 1.00 X 0 0 0 CHRIS NIELSEN DIRECTOR 1.00 1.00 X 0 0 0 NICHOLAS T PINCHUK DIRECTOR 1.00 1.00 X 0 0 0 KATHRYN E WENGEL DIRECTOR 1.00 1.00 X 0 0 0 0 4029520 944538 0 0 1 0 EVERFI 2300 N ST NW STE 500 WASHINGTON DC 20037 COURSEWORK DEVELOPMENT 295000 UNIVERSITY OF FLORIDA PO BOX 113201 GAINESVILLE FL 32611 RESEARCH SERVICES 154875 THOMAS P MILLER 1630 N MERIDIAN ST STE 430 INDIANAPOLIS IN 46202 CONSULTING SERVICES 102621 3 362750 10468433 10831183 MEETINGS 900099 855931 855931 855931 1177 1177 11688291 855931 0 1177 X 50000 50000 547442 459621 62682 25139 2679319 2249051 307101 123167 566345 476586 64065 25694 13632 13632 29542 10000 19542 1831043 1753147 77896 14000 14000 67485 43584 23901 120000 20000 100000 98055 59820 38235 1049602 1044912 4690 DUES & SUBSCRIPTIONS 45629 16197 29432 TRAINING 10888 10732 156 54802 29662 25140 7177784 6237312 766472 174000 4621829 7084985 2616724 5064699 5000 0 2320 2320 0 0 7243553 12149684 506633 994164 239595 147688 746228 1141852 X 1678014 1449314 4819311 9558518 6497325 11007832 7243553 12149684 4510507 0 X 0 1 X 1 0 X 1456243 2806622 2635055 7361564 10831183 25090667 1456243 2806622 2635055 7361564 10831183 25090667 9768450 15322217 237 337 13339 4707 1177 19797 116900 6193 30450 5 153548 25264012 4776151 0.60650 0.60260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1814 1814 7175970 7177784 508889 127222 0 0 345167 347615 508889 1201671 1802507 4082 5541 1814 11437 86292 86904 127222 300418 450627 55000 1177 1177 55000 55000 4707 4707 55000 1055000 13339 1013339 55000 1055000 337 337 1055000 1055000 237 237 1055000 1.00000 0 0 2320 2320 0 0 X 11688291 0 11688291 0 11688291 7177784 0 7177784 0 7177784 PART V, LINE 4: THE ENDOWMENT'S INVESTMENT INCOME IS TO BE USED FOR UNRESTRICTED ACTIVITIES IN THE YEAR THE INCOME WAS EARNED. PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT THE INSTITUTE HAS PROPERLY MAINTAINED ITS EXEMPT STATUS AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2021. 1 BOYS & GIRLS CLUB OF GREATER SALT LAKE PO BOX 57071 MURRAY UT 84157 870304654 501(C)(3) 10000 0 INCREASE AWARENESS OF TDL RELATED CAREER PATHWAYS AND STRENGTHEN COMMUNITIES GIRLS INC OF CHICAGO 2212 S MICHIGAN AVE STE 210 CHICAGO IL 60616 814491475 501(C)(3) 10000 0 INCREASE AWARENESS OF TDL RELATED CAREER PATHWAYS AND STRENGTHEN COMMUNITIES GIRL SCOUTS SPIRIT OF NEBRASKA 2121 S 44TH ST OMAHA NE 68105 470432299 501(C)(3) 10000 0 INCREASE AWARENESS OF TDL RELATED CAREER PATHWAYS AND STRENGTHEN COMMUNITIES HOPE CENTER FOUNDATION 10909 S COTTAGE GROVE AVE CHICAGO IL 60628 433874040 501(C)(3) 10000 0 INCREASE AWARENESS OF TDL RELATED CAREER PATHWAYS AND STRENGTHEN COMMUNITIES SKILLS USA KANSAS YOUTH DEVLOPMENT FOUNDATION 322 23000 RD CHERRYVALE KS 67335 486125893 501(C)(3) 10000 0 INCREASE AWARENESS OF TDL RELATED CAREER PATHWAYS AND STRENGTHEN COMMUNITIES 5 0 PART I, LINE 2: ALL NEW GRANTS BROUGHT IN BY THE MANUFACTURING INSTITUTE ARE ASSIGNED A UNIQUE ACCOUNT NUMBER. THE INSTITUTE PROVIDES THE ACCOUNTING STAFF WITH AN APPROVED BUDGET FOR THE GRANT ALONG WITH DETAILED INFORMATION AS TO HOW THE FUNDS WILL BE SPENT (I.E, SALARIES, CONSULTANTS, SUPPLIES, ETC). CONSULTANTS CONTRACTS ARE ALSO SUPPLIED FOR DOCUMENTATION. THE FUNDS ARE MONITORED ON A MONTHLY BASIS BY THE NAM ASSISTANT CONTROLLER, THE INSTITUTES TREASURER, AND THE INDIVIDUAL PROJECT MANAGERS. THE MANUFACTURING INSTITUTE, IN PARTNERSHIP WITH UNION PACIFIC, SEEKS TO ADVANCE CAREER EXPLORATION PROGRAMMING TO INSPIRE THE NEXT GENERATION OF CREATORS, WITH A FOCUS ON ADDRESSING THE DIVERSITY AND GENDER GAP IN MANUFACTURING. THE MI AIMS TO INCREASE AWARENESS OF MANUFACTURING AND TRANSPORTATION, DISTRIBUTION, AND LOGISTICS (TDL) RELATED CAREER PATHWAYS AND INVEST IN STRENGTHENING UNDERSERVED COMMUNITIES. GRANTS ARE FOCUSED ON REWARDING A COMMITMENT TO FEMALE-FOCUSED CAREER READINESS INITIATIVES AT LOCAL ORGANIZATIONS, AND AWARDEES SHOULD ENCOMPASS PHILOSOPHIES, OBJECTIVES AND APPROACHES THAT ALIGN WITH THE GOALS AND MISSION OF THE MANUFACTURING INSTITUTE AND UNION PACIFIC. IN PARTNERSHIP WITH UP, THE MI WILL AWARD $10,000 GRANTS ANNUALLY TO FIVE (5) LOCAL, REGIONAL, OR NATIONAL NONPROFIT ORGANIZATIONS DEDICATED TO HAVING A MEANINGFUL IMPACT IN THE LIVES OF HIGH SCHOOL AGED STUDENTS IN THE FOLLOWING COMMUNITIES: NORTH PLATTE, NEBRASKA; SALINA, KANSAS; SALT LAKE CITY/OGDEN, UTAH; AND CHICAGO, ILLINOIS. X X X 1 1 0 0 0 0 0 0 0 JAY TIMMONS BOARD CHAIR 0 1471842 0 0 0 179260 0 742700 0 20727 0 2414529 0 0 TODD BOPPELL DIRECTOR 0 416671 0 262500 0 0 0 23200 0 15628 0 717999 0 0 CAROLYN LEE EXECUTIVE DIRECTOR 0 332515 0 170500 0 500 0 23200 0 20727 0 547442 0 0 GARDNER CARRICK VP - WORKFORCE SOLUTIONS 0 179758 0 50312 0 0 0 18404 0 441 0 248915 0 0 TIMOTHY ROGERS TREASURER 0 187836 0 52903 0 0 0 9954 0 20563 0 271256 0 0 BABS CHASE VP - M&V PROGRAMS 0 157012 0 17860 0 29767 0 12552 0 540 0 217731 0 0 DAVID MCKNIGHT VP - BUSI RELAT & PARNERS 0 164177 0 5000 0 0 0 13712 0 7600 0 190489 0 0 HERB GRANT VP - PROGRAM EXECUTION 0 179577 0 0 0 0 0 3083 0 403 0 183063 0 0 JULIA ASONI SENIOR DR - YOUTH ENGAGE 0 134138 0 0 0 37392 0 10646 0 458 0 182634 0 0 PART I, LINES 4A-B JAY TIMMONS 457(F) PLAN $719,500 JULIA ASONI SEVERANCE $37,392 BABS CHASE SEVERANCE $29,767 FORM 990, SCHEDULE J, PART II: NONE OF THE COMPENSATION OF JAY TIMMONS, TODD BOPPELL, AND TIMOTHY ROGERS IS PAID BY THE MANUFACTURING INSTITUTE. THE COMPENSATION OF ALL OTHER INDIVIDUALS LISTED IN FORM 990 PART VII, SECTION A, AS WELL AS FORM 990, SCHEDULE J, PART II, IS PAID BY THE NATIONAL ASSOCIATION OF MANUFACTURERERS, AND REIMBURSED 100% BY THE MANUFACTURING INSTITUTE. FORM 990, PART VI, SECTION A, LINE 6 THE NATIONAL ASSOCIATION OF MANUFACTURERS IS THE SOLE MEMBER OF THE MANUFACTURING INSTITUTE. FORM 990, PART VI, SECTION A, LINE 7A THE NATIONAL ASSOCIATION OF MANUFACTURERS APPOINTS THE MEMBERS OF THE MANUFACTURING INSTITUTE'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND TREASURER, AND THEN REVIEWED AND APPROVED BY THE CHAIR AND A SECOND DIRECTOR. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES HAVE TO COMPLETE AN ANNUAL CONFLICT OF INTEREST FORM DISCLOSING ANY CONFLICTS OR POTENTIAL CONFLICTS, AND THE FORMS ARE REVIEWED BY THE MI'S GENERAL COUNSEL. ANY CONCERNS ARE REPORTED TO THE MI BOARD BY THE MI GENERAL COUNSEL. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S ANNUAL COMPENSATION IS APPROVED BY THE BOARD. IN ADDITION TO THE ANNUAL PERFORMANCE APPRAISAL SYSTEM, THE BOARD REVIEWS DATA FOR VARIOUS SOURCES, INCLUDING OTHER SIMILAR ORGANIZATIONS, THIRD PARTY CONSULTANTS, AND OTHER INDUSTRY DATA, TO DETERMINE THE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A: NONE OF THE COMPENSATION OF JAY TIMMONS, TODD BOPPELL, AND TIMOTHY ROGERS IS PAID BY THE MANUFACTURING INSTITUTE. THE COMPENSATION OF ALL OTHER INDIVIDUALS LISTED IN FORM 990 PART VII, SECTION A, AS WELL AS FORM 990, SCHEDULE J, PART II, IS PAID BY THE NATIONAL ASSOCIATION OF MANUFACTURERERS, AND REIMBURSED 100% BY THE MANUFACTURING INSTITUTE. FORM 990, PART IX, LINE 11G OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 1,137,684. MANAGEMENT AND GENERAL EXPENSES 18,866. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,156,550. CONSULTANTS: PROGRAM SERVICE EXPENSES 594,246. MANAGEMENT AND GENERAL EXPENSES 54,250. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 648,496. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 21,217. MANAGEMENT AND GENERAL EXPENSES 4,780. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,997. NATIONAL ASSOCIATION OF MANUFACTURERS 733 10TH ST NW NO 700 WASHINGTON DC 20001 131084330 TRADE ASSOCIATION NY 501(C)(6) N/A 0 MANUFACTURERS SERVICES INC 733 10TH ST NW NO 700 WASHINGTON DC 20001 043769589 OFFERING NAM MEMBERS LOW-COST SERVICES DC N/A C 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 NATIONAL ASSOCIATION OF MANUFACTURERS C 362750 FMV NATIONAL ASSOCIATION OF MANUFACTURERS N 362750 FMV NATIONAL ASSOCIATION OF MANUFACTURERS O 3793106 FMV NATIONAL ASSOCIATION OF MANUFACTURERS P 868407 FMV