2021-11-11T08:23:26-06:00 2020-12-31 541342298 Kositzka Wicks and Company 5270 Shawnee Road Suite 250 Alexandria VA 22312 990 2020-01-01 262095012 National Alliance of Forest Owners NATI 2027470759 122 C Street NW No 630 Washington DC 20001 David Tenny President and CEO 2027470759 2021-11-03 1 David Tenny XXX-XX-XXXX Jennica Jardine Whitfield CPA P01379267 7036422700 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z David Tenny 122 C Street NW No 630 Washington DC 20001 4389678 0 X http://nafoalliance.org/ X 2008 DC To advance the economic and environmental benefits of privately-owned forests. 48 48 9 48 0 0 0 250 4172613 4381172 3953 8256 0 0 4176566 4389678 0 0 0 0 2135064 2489292 0 0 0 1804131 1659571 3939195 4148863 237371 240815 1537483 1972900 427555 612980 1109928 1359920 X To promote legislative and market policies that will protect and enhance the economic and environmental value of privately owned forests across the country. 0 0 2428675 Policy Development and Advocacy: This function includes working with member companies, consultants and partner organizations to develop policy recommendations and to develop and execute strategies to advance them with federal policy makers. It also includes expenses related to subscription services, software and other tools to assist in these efforts. 244963 Member Meetings: The Member Meetings Program included expenses related to the execution and production of NAFO's bi-annual Operating Committee meetings, spring DC meeting, and fall annual meeting. The purpose of the Operating Committee meetings are to plan the work on NAFO's strategic objectives with its membership. The purpose of the DC meeting is to report the business of the Association to the Board of Directors and membership, as well as to review the association's progress on strategic objectives. The Board meeting is preceded by a half day of educational panels. As stated in NAFO's bylaws, the purpose of the annual meeting is to report the business of the association to the Board of Directors and membership. The Board approves the Associations' annual budget and strategic plan. New directors and volunteers are also approved. The Board meeting is preceded by a half day of educational panels. During 2020, most member and board events were held virtually. 727858 Strategic Communications: The Strategic Communications Program included expenses related to targeted communications advocacy and information to establish NAFO as an authoritative source on private forests and advance NAFO's policy objectives. 3401496 0 0 0 1 0 0 0 0 0 0 0 0 0 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 0 0 0 1 22 0 1 9 1 0 0 0 0 1 1 0 0 0 X 48 48 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 DC X The Organization 2027470759 122 C Street NW No 630 Washington DC 20001 Mark Emmerson Chair 1.00 X X 0 0 0 Douglas Reed Vice Chair 1.00 X X 0 0 0 Jeff Nuss Secretary/Treasurer 1.00 X X 0 0 0 Stephen Hicks Officer 1.00 X X 0 0 0 Tom Johnson Officer 1.00 X X 0 0 0 Devin Stockfish Officer 1.00 X X 0 0 0 Rene Ancinas Director 1.00 X 0 0 0 Jerry Barag Director (left after Jan) 1.00 X 0 0 0 John Bartow Director 1.00 X 0 0 0 Earl Barrs Director 1.00 X 0 0 0 Craig Blair Director 1.00 X 0 0 0 Marc Brinkmeyer Director 1.00 X 0 0 0 Travis Bryant Director 1.00 X 0 0 0 John Cashwell Director 1.00 X 0 0 0 Joel Caswell Director 1.00 X 0 0 0 Mike Claridge Director (started in Oct) 1.00 X 0 0 0 Tom Colgan Director 1.00 X 0 0 0 Mike Covey Director 1.00 X 0 0 0 Brian Davis Director (started in Feb) 1.00 X 0 0 0 Rich Gordon Director (started in Apr) 1.00 X 0 0 0 Dale Greene Director 1.00 X 0 0 0 Eva Greger Director (left after Sept) 1.00 X 0 0 0 Scott Griffin Director 1.00 X 0 0 0 Troy Harris Director 1.00 X 0 0 0 Steve Hearst Director 1.00 X 0 0 0 Randy Hereford Director 1.00 X 0 0 0 James Hourdequin Director 1.00 X 0 0 0 Alex Ingraham Director 1.00 X 0 0 0 Jim Irving Director 1.00 X 0 0 0 Scott Jones Director 1.00 X 0 0 0 Steve Kilgore Director 1.00 X 0 0 0 Nicole Kimzey Director 1.00 X 0 0 0 Jim Langdale Director 1.00 X 0 0 0 Gerrity Lansing Director 1.00 X 0 0 0 Brian Luoma Officer 1.00 X X 0 0 0 Toby Luther Director 1.00 X 0 0 0 Bob Lyle Director 1.00 X 0 0 0 Peter Mertz Director 1.00 X 0 0 0 Grady Mulbery Director 1.00 X 0 0 0 Dave Nunes Director 1.00 X 0 0 0 William Peressini Director 1.00 X 0 0 0 Bob Ratliffe Director (started in Oct) 1.00 X 0 0 0 Tom Ringo Director (left after Apr) 1.00 X 0 0 0 Dave Rumker Director 1.00 X 0 0 0 Joe Sanderson Director 1.00 X 0 0 0 Mark Sherman Director 1.00 X 0 0 0 Pete Sikora Director 1.00 X 0 0 0 Blake Stansell Director 1.00 X 0 0 0 Thomas Walker Director 1.00 X 0 0 0 Marc Walley Director 1.00 X 0 0 0 Paul Young Director 1.00 X 0 0 0 Dave Tenny President & CEO 50.00 X 779000 0 46273 Jane Alonso VP Government Relations 50.00 X 230877 0 18400 Susan Friedman VP Policy 50.00 X 158333 0 21577 Kate Gatto VP Communications 50.00 X 250000 0 13455 William Murray VP Policy and General Counsel 50.00 X 328000 0 35469 1746210 0 135174 6 0 1 0 Crowell & Moring PO Box 75509 Baltimore MD 20275 Retained counsel 205000 Capitol Hill Consulting Group 499 South Capitol Street SW Ste 6 Washington DC 20003 Retained counsel 180000 Sidley Austin LLP 1501 K Street NW Washington DC 20005 Retained counsel 170933 Michael Torrey Associates LLC 440 First Street NW Ste 500 Washington DC 20001 Retained counsel 144000 4 250 250 Membership dues 900099 4381172 4381172 4381172 8256 8256 4389678 4381172 0 8256 X 1881384 1484381 397003 425673 334780 90893 13454 9180 4274 55694 43704 11990 113087 89044 24043 61081 61081 78312 78312 1102143 1084335 17808 39542 2938 36604 36158 36158 172408 136629 35779 24386 11619 12767 30398 30398 Dues and subscriptions 107650 105914 1736 Political action 7493 7493 4148863 3401496 747367 0 809033 1272372 627035 645081 5000 3563 88168 43637 8247 8247 1537483 1972900 427555 462958 0 150022 427555 612980 X 1109928 1359920 1109928 1359920 1537483 1972900 240815 9177 0 X X 0 1 X 1 0 0 0 0 4381172 1477040 1477040 2190586 -713546 0 Deferred rent 150022 150022 X 4398855 9177 9177 4389678 0 4389678 4148863 0 4148863 0 4148863 Part X, Line 2: The Organization is exempt from federal income tax as a nonprofit organization described in Section 501(c)(6) of the Internal Revenue Code and is exempt from income taxes except for taxes on unrelated business activities. No tax expense is recorded in the accompanying financial statements for the year ended December 31, 2019, as there were no unrelated business activities. X X X X 0 0 0 Dave Tenny President & CEO 589000 0 190000 0 0 0 14250 0 32023 0 825273 0 0 0 William Murray VP Policy and General Counsel 286000 0 42000 0 0 0 14250 0 21219 0 363469 0 0 0 Kate Gatto VP Communications 220000 0 30000 0 0 0 12503 0 952 0 263455 0 0 0 Jane Alonso VP Government Relations 190227 0 40650 0 0 0 11547 0 6853 0 249277 0 0 0 Susan Friedman VP Policy 158333 0 0 0 0 0 5544 0 16033 0 179910 0 0 0 Part I, Line 3 No less frequently than every three years the President and CEO will conduct a market compensation analysis using an independent firm approved by the Executive Committee. The market sample used in the analysis will reflect NAFO's focus on federal advocacy and the level of NAFO's advocacy sophistication. This involves a composite analysis of both smaller associations and the government advocacy functions of larger associations. The compensation benchmarks for the President & CEO and staff should reflect a reasonable application of the compensation philosophy based on NAFO's position in the market. Form 990, Part VI, Section A, line 2 Douglas Reed and Bob Ratliffe have a business relationship. Form 990, Part VI, Section A, line 6 The Organization has dues paying members. Form 990, Part VI, Section A, line 7a The Board shall consist of Regular Member Directors and At-Large Directors. Regular Member Directors shall be those individuals appointed by a Regular Member, with each Regular Member entitled to appoint one (1) representative. At-Large Directors shall be selected from among representatives of Affiliate and Association Members. There shall be up to three (3) At-Large Directors. The President/CEO of the Association shall be a non-voting, ex-officio member of the board. The At-Large Directors shall be appointed by the Regular Member Directors from a slate of nominees prepared by the nominating and membership committee. The Board Members elect the officers. Form 990, Part VI, Section A, line 7b In all organizational proceedings of the Alliance, including approval of bylaws changes and ratification of Board, and at all meetings thereof, each voting member shall be entitled to one vote. Form 990, Part VI, Section B, line 11b The Financial Management Team, the President and CEO and the Finance and Audit Committee review the tax return before it is filed with the IRS. Form 990, Part VI, Section B, line 12c In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of committees with governing board delegated powers considering the proposed transaction or arrangement. The remaining board or committee members shall decide if a conflict of interest exists. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, he/she shall leave the governing board or committee meeting while the determination of a conflict of interest is discussed and voted upon. Form 990, Part VI, Section B, line 15 No less frequently than every three years the President and CEO will conduct a market compensation analysis using an independent firm approved by the Executive Committee. The Executive Committee approves annually an amount for CEO compensation for budget planning purposes. The Committee determines actual compensation annually based on a review of the President & CEO's performance. The President & CEO determines the compensation of staff consistent with the compensation philosophy and the annual budget approved by the Board of Directors. Compensation is determined through an annual review of individual staff performance. Form 990, Part VI, Section C, line 19 This information is avaliable upon request. Form 990, Part IX, line 11g Regulatory advocacy: Program service expenses 443,321. Management and general expenses 0. Fundraising expenses 0. Total expenses 443,321. Research: Program service expenses 93,771. Management and general expenses 0. Fundraising expenses 0. Total expenses 93,771. Legislative advocacy: Program service expenses 370,550. Management and general expenses 0. Fundraising expenses 0. Total expenses 370,550. Strategic support: Program service expenses 99,856. Management and general expenses 0. Fundraising expenses 0. Total expenses 99,856. Other professional fees: Program service expenses 76,837. Management and general expenses 17,808. Fundraising expenses 0. Total expenses 94,645. Form 990, Part XII, Line 2c The process for selecting an independent auditor has not changed.