NORTH AMERICAN INSULATION MANUFACTURERS ASSOCIATION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NORTH AMERICAN INSULATION MANUFACTURERS ASSOCIATION INC (EIN 13-1087340)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-06
- IRS object ID
- 202243109349300004
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-06T04:45:24-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521446779 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON LAMBERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4242 SIX FORKS ROAD SUITE 1500 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131087340 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTH AMERICAN INSULATION | BusinessNameLine1Txt |
| Business Name Line2 | MANUFACTURERS ASSOCIATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 7036840084 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2013 OLDE REGENT WAY 150 | AddressLine1Txt |
| City | LELAND | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28451 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CURT RICH | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 7036840084 | PhoneNum |
| Signature | 2022-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CURT | PersonFirstNm |
| Person Last | RICH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J CALVIN MARKS | PreparerPersonNm |
| PTIN | P01226973 | PTIN |
| Phone | 9197196400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CURT RICH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2013 OLDE REGENT WAY 150 | AddressLine1Txt |
| City | LELAND | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28451 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,170,792 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.INSULATIONINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1933 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE ENERGY EFFICIENCY, ENVIRONMENTAL PRESERVATION & SAFE PRODUCTION & USE OF MATERIALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,101,946 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,130,880 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,144 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,570 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $33,342 | CYOtherRevenueAmt |
| PY Total Revenue | $4,108,090 | PYTotalRevenueAmt |
| CY Total Revenue | $4,170,792 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $227,135 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $122,444 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,046,900 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,127,328 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,232,415 | PYOtherExpensesAmt |
| CY Other Expenses | $1,785,065 | CYOtherExpensesAmt |
| PY Total Expenses | $3,506,450 | PYTotalExpensesAmt |
| CY Total Expenses | $4,034,837 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $601,640 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $135,955 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,102,943 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,385,604 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,871 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $161,935 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,096,072 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,223,669 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | NAIMA IS THE ASSOCIATION FOR NORTH AMERICAN MANUFACTURERS OF FIBER GLASS, ROCK WOOL, AND SLAG WOOL INSULATION PRODUCTS. ITS ROLE IS TO PROMOTE ENERGY EFFICIENCY AND ENVIRONMENTAL PRESERVATION THROUGH THE USE OF FIBER GLASS, ROCK WOOL, AND SLAG WOOL INSULATION, AND TO ENCOURAGE THE SAFE PRODUCTION AND USE OF THESE MATERIALS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | BUILDING INSULATION - PROMOTES THE USE OF FIBER GLASS AND ROCK WOOL INSULATION MATERIALS IN THERMAL AND ACOUSTICAL APPLICATIONS IN RESIDENTIAL AND COMMERCIAL BUILDINGS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AIR HANDLING - PROMOTES THE USE OF FIBER GLASS INSULATIONS IN DUCT SYSTEMS AND CREATES A POSITIVE ENVIRONMENT OF ACCEPTANCE BY ALL USERS OF FIBER GLASS AIR HANDLING PRODUCTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | METAL BUILDING INSULATION - PROMOTES THE USE OF FIBER GLASS INSULATION IN METAL BUILDING APPLICATIONS AND DEVELOPS HIGH PERFORMANCE SYSTEMS TO MEET ASHRAE 90.1 AND UPGRADED R-VALUE REQUIREMENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMERCIAL/INDUSTRIAL - PROMOTES THE PROPER USE OF FIBER GLASS, ROCK WOOL & SLAG WOOL FIBER INSULATION PRODUCTS IN COMMERCIAL, INDUSTRIAL, MANUFACTURING, INSTITUTIONAL, AND SPECIAL APPLICATIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CURT RICH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7036840084 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2013 OLDE REGENT WAY SUITE 150 | AddressLine1Txt |
| City | LELAND | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28451 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| CURT RICH | |||||||||
| PRESIDENT & CEO | 34.00 | 1.00 | Yes (X) | $423,648 | $0 | $74,903 | |||
| ANGUS CRANE | |||||||||
| SECRETARY | 34.00 | 1.00 | Yes (X) | $302,964 | $0 | $49,363 | |||
| MICHELLE BUNCH | |||||||||
| VP, FINANCE & ADMINISTRATION | 32.00 | 3.00 | $210,803 | $0 | $67,242 | Yes (X) | |||
| CHARLES HAACK | |||||||||
| VP, TECHNICAL SERVICES | 35.00 | $165,658 | $0 | $58,160 | Yes (X) | ||||
| STACY FITZGERALD-REDD | |||||||||
| DIRECTOR, COMMUNICATIONS | 35.00 | $157,268 | $0 | $46,791 | Yes (X) | ||||
| PATRICK KIKER | |||||||||
| VP, MARKETING & COMMUNICATIONS | 35.00 | $155,815 | $0 | $33,565 | Yes (X) | ||||
| JOEL MARTELL | |||||||||
| DIRECTOR, TECHNICAL SERVICES | 35.00 | $142,339 | $0 | $35,342 | Yes (X) | ||||
| MATTHEW PARRISH | |||||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| TODD FISTER | |||||||||
| VICE CHAIR | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| GREG CLARKE | |||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| JAMES DEIBEL | |||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| ANDREW GOLDBERG | |||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| MICHAEL LORENZ | |||||||||
| DIRECTOR (FROM 2/2021) | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| CURT MALONE | |||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| RORY MOSS | |||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| ANITA RAGAN | |||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| MIKE SWIFT | |||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| STEVEN WILKINSON | |||||||||
| DIRECTOR (TO 2/2021) | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,558,495 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $365,366 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ICF | |||||
| 9300 LEE HWY | FAIRFAX | VA | 22301 | COMMUNICATIONS CONSULTING | $176,071 |
| STONE MATTHEIS XENOPOULOS & BREW PC | |||||
| 1025 THOMAS JEFFERSON ST 800 WEST | WASHINGTON DC | DC | 20007 | ENERGY CONSULTING | $115,000 |
| CARDNO CHEMRISK LLC | |||||
| 20 STANWIX ST SUITE 505 | PITTSBURGH | PA | 15222 | ENGINEERING CONSULTING | $104,884 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | BusinessBusinessCd |
|---|---|---|---|
| MEMBER DUES & ASSESSME | $4,130,000 | $4,130,000 | |
| LITERATURE SALES | $880 | $880 | 541900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,130,880 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,570 | TotalRevenueColumnAmt |
| Exclusion | $6,570 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUBLEASE REVENUE | Desc |
| Total Revenue Column | $33,342 | TotalRevenueColumnAmt |
| Exclusion | $33,342 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $33,342 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,170,792 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,130,880 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $39,912 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,444 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,128,923 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $721,050 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,640 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,839 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,876 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,461 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,727 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,072 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,750 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,060 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,217 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,635 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,146 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,775 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| REGULATORY EXPENSES | $381,112 |
| CODES & STANDARDS | $321,069 |
| COMMUNICATIONS | $130,714 |
| PRODUCT TESTING | $99,247 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,080 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,034,837 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,102,943 | BOYAmt |
| EOY | $1,587,994 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $797,610 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,102,943 | BOYAmt |
| EOY | $2,385,604 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,871 | BOYAmt |
| EOY | $3,600 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $158,335 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,871 | BOYAmt |
| EOY | $161,935 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,096,072 | BOYAmt |
| EOY | $2,223,669 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,096,072 | BOYAmt |
| EOY | $2,223,669 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,102,943 | BOYAmt |
| EOY | $2,385,604 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $135,955 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$8,358 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (1) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $4,130,000 | DuesAssessmentsAmt |
| Non Ded Lbbyng Pltcl Cyov | -$5,826,059 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | -$5,826,059 | NonDeductibleLbbyngPltclTotAmt |
| Carried Over | -$5,826,059 | CarriedOverAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RETENTION FUND | $150,000 |
| DEPOSITS | $8,335 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $158,335 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,162,434 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$8,358 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$8,358 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,170,792 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,170,792 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,034,837 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,034,837 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,034,837 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT HAS CONCLUDED THAT THE ASSOCIATION HAS PROPERLY MAINTAINED ITS EXEMPT STATUS, AND THERE ARE NO UNCERTAIN TAX POSITIONS THROUGH DECEMBER 31, 2021. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ALLIANCE TO SAVE ENERGY | ||||||||
| 1850 M STREET NW SUITE 610 | WASHINGTON | DC | 20036 | 521082991 | 501(C)(3) | $90,000 | $0 | TRADE ALLY SUPPORT |
| SOUTH-CENTRAL PARTNERSHIP FOR ENERGY EFFICIENCY AS A RESOURCE | ||||||||
| 3103 BEE CAVES RD SUITE 135 | AUSTIN | TX | 78746 | 453662285 | 501(C)(3) | $13,974 | $0 | TRADE ALLY SUPPORT |
| RESNET | ||||||||
| 4280 N CEDARPINE LANE | MOORPARK | CA | 93021 | 450596859 | 501(C)(3) | $10,000 | $0 | TRADE ALLY SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE TERMS OF THE GRANT ARE SET FORTH IN A LETTER TO EACH GRANT RECIPIENT. NAIMA ENSURES CORRECT USE OF THE GRANT FUNDS THROUGH CONSTANT CONTACT THROUGHOUT THE YEAR. THIS IS DONE THROUGH DIRECT COMMUNICATION OR THROUGH THIRD PARTY CONSULTANTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CURT RICH | ||||||||||||||
| PRESIDENT & CEO | $341,648 | $0 | $82,000 | $0 | $0 | $0 | $38,500 | $0 | $36,403 | $0 | $498,551 | $0 | $0 | $0 |
| ANGUS CRANE | ||||||||||||||
| SECRETARY | $276,764 | $0 | $26,200 | $0 | $0 | $0 | $38,500 | $0 | $10,863 | $0 | $352,327 | $0 | $0 | $0 |
| MICHELLE BUNCH | ||||||||||||||
| VP, FINANCE & ADMINISTRATION | $184,478 | $0 | $26,325 | $0 | $0 | $0 | $28,260 | $0 | $38,982 | $0 | $278,045 | $0 | $0 | $0 |
| CHARLES HAACK | ||||||||||||||
| VP, TECHNICAL SERVICES | $151,958 | $0 | $13,700 | $0 | $0 | $0 | $22,265 | $0 | $35,895 | $0 | $223,818 | $0 | $0 | $0 |
| STACY FITZGERALD-REDD | ||||||||||||||
| DIRECTOR, COMMUNICATIONS | $143,568 | $0 | $13,700 | $0 | $0 | $0 | $21,018 | $0 | $25,773 | $0 | $204,059 | $0 | $0 | $0 |
| PATRICK KIKER | ||||||||||||||
| VP, MARKETING & COMMUNICATIONS | $142,115 | $0 | $13,700 | $0 | $0 | $0 | $20,732 | $0 | $12,833 | $0 | $189,380 | $0 | $0 | $0 |
| JOEL MARTELL | ||||||||||||||
| DIRECTOR, TECHNICAL SERVICES | $129,839 | $0 | $12,500 | $0 | $0 | $0 | $18,903 | $0 | $16,439 | $0 | $177,681 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | CURT RICH, PRESIDENT AND CHIEF EXECUTIVE OFFICER OF NAIMA PARTICIPATES IN A 457(F) DEFERRED COMPENSATION PLAN BUT RECEIVED NO FUNDS IN 2021. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ASSOCIATION HAS ONE CLASS OF MEMBERS. THESE MEMBERS HAVE CERTAIN LIMITED VOTING RIGHTS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ASSOCIATION HAS ONE CLASS OF MEMBERS. VOTING RIGHTS ARE LIMITED TO THE ELECTION OF THE CHAIRMAN AND VICE CHAIRMAN OF THE BOARD OF GOVERNORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 WILL BE EMAILED TO THE BOARD OF GOVERNORS FOR THEIR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | LEGAL COUNSEL REVIEWS WORK DONE BY CONSULTANTS FOR ANY POSSIBLE CONFLICTS. ALL CONTRACTS ALSO CONTAIN A CONFLICT OF INTEREST POLICY. LEGAL COUNSEL HANDLES ANY DEEMED CONFLICTS. TO RESOLVE A POSSIBLE CONFLICT NAIMA NOTIFIES ALL PARTIES INVOLVED. VOTING RIGHTS COULD BE SUSPENDED AND NAIMA WOULD REQUEST THAT THE MEMBER COMPANY ASSIGN A COMPANY REPRESENTATIVE TO PARTICIPATE ON THE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15 | NAIMA USES THIRD PARTY COMPENSATION SURVEYS, GENERALLY THOSE PRODUCED BY ASAE, TO GATHER DATA WHICH IS THEN REVIEWED BY THE CHAIRMAN OF THE BOARD. THE CHAIRMAN REVIEWS THE COMPENSATION LEVELS WITH THE TREASURER. THE LAST COMPENSATION REVIEW WAS COMPLETED IN JANUARY 2021. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAIMA CANADA | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 LAURIER AVENUE W SUITE 500 | AddressLine1Txt |
| City | OTTAWA | CityNm |
| Province Or State | ONTARIO | ProvinceOrStateNm |
| Country | CA | CountryCd |
| Foreign Postal | K1P 5J4 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | TRADE ASSOCIATION | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | CA | LegalDomicileForeignCountryCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAIMA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments