2020-11-12T15:56:00-06:00 2019-12-31 420714325 RSM US LLP 9801 WASHINGTONIAN BLVD STE 500 GAITHERSBURG MD 20878 990 2019-01-01 521802251 AMERICAN FOREST AND PAPER ASSOCIATION INC AMER 2024632700 1101 K STREET NW NO 700 WASHINGTON DC 20005 KYLE ANGE EXECUTIVE DIR, FINANCE, TECH 2024632700 2020-11-09 1 WILLIAM E TURCO CPA P00369217 3012963600 2020-11-09 66.98.98.9 2020-11-09 12:22:02 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 00BFBB601F26E6691F3C42FDB75EEBE807206D5E 2019 2022-01-07 14:23:13Z HEIDI BROCK 1101 K STREET NW NO 700 WASHINGTON DC 20005 28619932 0 X WWW.AFANDPA.ORG X 1993 DE ADVANCE A SUSTAINABLE U.S. PULP, PAPER, PACKAGING AND WOOD PRODUCTS MANUFACTURING INDUSTRY THROUGH FACT-BASED PUBLIC POLICY AND MARKETPLACE ADVOCACY. 20 20 61 24 0 0 0 0 27454390 27452119 116895 106218 984845 978433 28556130 28536770 69500 84500 0 0 19723345 20560483 0 0 0 8331169 9013674 28124014 29658657 432116 -1121887 14837071 13930649 5749476 5420905 9087595 8509744 ADVANCE A SUSTAINABLE U.S. PULP, PAPER, PACKAGING AND WOOD PRODUCTS MANUFACTURING INDUSTRY THROUGH FACT-BASED PUBLIC POLICY AND MARKETPLACE ADVOCACY. 0 0 POLICY:ADVOCACY EFFORTS EXECUTED BY AF&PA AT THE INTERNATIONAL, NATIONAL, STATE AND MUNICIPAL LEVEL IN PURSUIT OF PUBLIC POLICIES THAT ADVANCE THE INTERESTS OF AF&PA MEMBER COMPANIES. SPECIAL PROJECTS AND ASSESSMENTS: ADVOCACY EFFORTS BY RELATED PARTIES WHICH ARE FINANCIALLY SUPPORTED BY AF&PA TOGETHER WITH COALITION PARTNERS IN PURSUIT OF PUBLIC POLICIES THAT ADVANCE THE INTERESTS OF AF&PA MEMBER COMPANIES. 0 0 0 1 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 63 0 1 61 1 0 0 0 0 0 0 1 0 X 20 20 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X KYLE ANGE 2024632700 1101 K STREET NW NO 700 WASHINGTON DC 20005 PETER G WATSON CHAIR 1.00 X X 0 0 0 MARK SUTTON FIRST VICE CHAIR 1.00 X X 0 0 0 MICHAEL DOSS SECOND VICE CHAIR 1.00 X X 0 0 0 JOHN ROONEY IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 CRAIG ANNEBERG DIRECTOR 1.00 X 0 0 0 C ANDERSON BOLTON DIRECTOR 1.00 X 0 0 0 JOHN CARPENTER DIRECTOR 1.00 X 0 0 0 CHRISTIAN FISCHER DIRECTOR 1.00 X 0 0 0 WREN HOOD DIRECTOR 1.00 X 0 0 0 WILLIAM E JOHNSON JR DIRECTOR 1.00 X 0 0 0 MARK W KOWLZAN DIRECTOR 1.00 X 0 0 0 YVES LAFLAMME DIRECTOR 1.00 X 0 0 0 DONALD E LEWIS DIRECTOR 1.00 X 0 0 0 LINDA K MASSMAN DIRECTOR 1.00 X 0 0 0 RICHARD L MCLEOD DIRECTOR 1.00 X 0 0 0 BRIAN MCPHEELY DIRECTOR 1.00 X 0 0 0 F COLIN MOSELEY III DIRECTOR 1.00 X 0 0 0 ROBERT A SNYDER DIRECTOR THRU 12/2019 1.00 X 0 0 0 ROBERT TIEDE DIRECTOR 1.00 X 0 0 0 STEVEN C VOORHEES DIRECTOR 1.00 X 0 0 0 JOHN D WILLIAMS DIRECTOR 1.00 X 0 0 0 MARK GARDNER DIRECTOR THRU 11/2019 1.00 X 0 0 0 MICHAEL GRIMM DIRECTOR THRU 01/2019 1.00 X 0 0 0 JAMES MORGAN DIRECTOR THRU 10/2019 1.00 X 0 0 0 DONNA HARMAN PRESIDENT & CEO THRU 09/2019 40.00 X 1423745 0 54751 HEIDI BROCK PRESIDENT & CEO SINCE 09/2019 40.00 X 186156 0 623 SAMUEL C KERNS CFO 40.00 X 336744 0 42045 JANET POLING VP, GEN. COUNSEL & CORP. SECRETARY 40.00 X 407847 0 50966 ELIZABETH BARTHELD VP, GOVERNMENT AFFAIRS 40.00 X 409648 0 37135 PAUL NOE VP, PUBLIC POLICY 40.00 X 395000 0 63299 STAN LANCEY CHIEF ECONOMIST 40.00 X 229767 0 20047 JAKE HANDELSMAN SR DIRECTOR, INTERNATIONAL 40.00 X 253351 0 49053 TIM HUNT SR DIRECTOR, AIR QUALITY P 40.00 X 302131 0 58612 MARK PITTS EXEC DIR, PRINTING, WRITIN 40.00 X 232002 0 53518 JERRY SCHWARTZ SR DIRECTOR, ENVIRONMENTAL 40.00 X 314010 0 63742 4490401 0 493791 35 0 1 0 VIGILANT 6285 SW SANDBURG STREET TIGARD OR 97223 CONSULTING 276000 SPENCER STUART PO BOX 98991 CHICAGO IL 60693 EXECUTIVE SEARCH 260687 HOLLAND & KNIGHT PO BOX 864084 ORLANDO FL 32886 LOBBYING 251000 BLUEPRINT COMMUNICATIONS 2111 EISENHOWER AVE 400 ALEXANDRIA VA 22314 COMMUNICATIONS 231620 FIERCE GOVERNMENT RELATIONS 1155 F STREET NW WASHINGTON DC 20004 LOBBYING 194217 9 MEMBERSHIP DUES 900099 16806851 16806851 STRATEGIC ALLIANCES 900099 9646428 9646428 MEETINGS 900099 614326 614326 COALITION 900099 384514 384514 27452119 106218 106218 83162 83162 0 0 407786 0 407786 407786 OTHER REVENUE 900099 315569 315569 AFFILIATE SERVICES 900099 255078 255078 570647 28536770 27859905 0 676865 21500 63000 3402088 13348153 1116793 1726808 966641 471316 38070 1119799 13852 1998364 30075 514359 197457 1687885 277266 515840 526235 189176 COMMUNICATIONS DEVELOPM 666802 COALITIONS 385935 DUES/SUBSCRIPTIONS 381243 29658657 7616998 6838491 151781 203967 689282 407334 10754 7974 315087 290188 7151855 5262840 2375989 1889015 2271069 2674781 897500 1078004 508611 540895 14837071 13930649 2046774 2208800 137889 77709 3564813 3134396 5749476 5420905 X 9087595 8509744 9087595 8509744 14837071 13930649 -1121887 544036 0 X 0 1 X 1 0 0 0 1 16806851 2602884 41392 2644276 2298512 345764 3970691 9632081 636404 9772125 4467051 4129099 9539213 -166230 9531391 3970691 3637084 9160267 402049 9070301 4129099 3638910 8719344 170516 8891686 3637084 3505280 8401445 -12938 8254877 3638910 1.00000 0 0 2939589 1634354 1305235 4212266 3628486 583780 1889015 21826.37-S&P 500 FD SELECT SHS (SWPPX) 1078004 F 1078004 ACCRUED POSTRETIREMENT BENEFITS 246640 DEFERRED LEASE INCENTIVES 2730345 RENT DEPOSITS 157411 3134396 X 29150116 544036 544036 28606080 13852 -83162 -69310 28536770 29727967 83162 83162 29644805 13852 13852 29658657 PART V, LINE 4: BOARD DESIGNATED NET ASSETS IS MADE UP OF FOLLOWING: RESERVE FUND: THIS FUND IS UTILIZED TO PROVIDE FOR AN OPERATING RESERVE FOR THE ASSOCIATION AND TO FUND THE ASSOCIATION'S PROGRAMS AS DIRECTED BY THE BOARD OF DIRECTORS. SPECIAL PROJECTS AND ASSESSMENTS: THESE FUNDS WERE ESTABLISHED BY THE BOARD OF DIRECTORS TO TRACK THE ACTIVITY OF SPECIAL ASSESSMENTS AND SPECIAL PROJECTS WHICH WERE BILLED TO THE MEMBERS OR AFFILIATED ORGANIZATIONS. PART X, LINE 2: THE ASSOCIATION IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. INCOME, WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO INCOME TAXES. THE ASSOCIATION HAD NO NET UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2019 AND 2018. MANAGEMENT EVALUATED THE ASSOCIATION'S TAX POSITIONS AND CONCLUDED THAT THE ASSOCIATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON LINE 6B -83,162. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON LINE 6B 83,162. 1 SCHOLARSHIPS 61 63000 PART I, LINE 2: SCHOLARSHIPS: THE PAPERBOARD PACKAGING ALLIANCE AWARDS SCHOLARSHIPS TO STUDENTS PER QUALIFYING SCHOOL EACH SEMESTER. SCHOOLS MUST PARTICIPATE IN THE STUDENT DESIGN CHALLENGE AND STUDENTS MUST BE A JUNIOR OR SENIOR IN GOOD ACADEMIC STANDING (MIN. 3.0 GPA), HAVE A FINANCIAL NEED AND BE PURSUING A CONCENTRATION IN PACKAGING. X X 1 1 X X X X 0 0 0 DONNA HARMAN PRESIDENT & CEO THRU 09/2019 884732 0 370800 0 168213 0 25200 0 29551 0 1478496 0 0 0 HEIDI BROCK PRESIDENT & CEO SINCE 09/2019 185019 0 0 0 1137 0 0 0 623 0 186779 0 0 0 SAMUEL C KERNS CFO 278268 0 55896 0 2580 0 25200 0 16845 0 378789 0 0 0 JANET POLING VP, GEN. COUNSEL & CORP. SECRETARY 351064 0 52632 0 4151 0 25200 0 25766 0 458813 0 0 0 ELIZABETH BARTHELD VP, GOVERNMENT AFFAIRS 350324 0 58533 0 791 0 25200 0 11935 0 446783 0 0 0 PAUL NOE VP, PUBLIC POLICY 318708 0 73521 0 2771 0 25200 0 38099 0 458299 0 0 0 STAN LANCEY CHIEF ECONOMIST 214510 0 7157 0 8100 0 20047 0 0 0 249814 0 0 0 JAKE HANDELSMAN SR DIRECTOR, INTERNATIONAL 214907 0 29411 0 9033 0 22367 0 26686 0 302404 0 0 0 TIM HUNT SR DIRECTOR, AIR QUALITY P 261846 0 36347 0 3938 0 25200 0 33412 0 360743 0 0 0 MARK PITTS EXEC DIR, PRINTING, WRITIN 202817 0 26265 0 2920 0 21006 0 32512 0 285520 0 0 0 JERRY SCHWARTZ SR DIRECTOR, ENVIRONMENTAL 269334 0 37059 0 7617 0 25200 0 38542 0 377752 0 0 0 PART I, LINE 1A HEIDI BROCK RECEIVED TAXABLE SPOUSE TRAVEL IN THE AMOUNT OF $422. DONNA HARMAN RECEIVED TAXABLE GROSS-UP PAYMENTS IN THE AMOUNT OF $59,612. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBER COMPANIES FROM THE PAPER AND FOREST PRODUCTS INDUSTRIES. FORM 990, PART VI, SECTION A, LINE 7A EACH COMPANY MEMBER OF THE ASSOCIATION IN GOOD STANDING SHALL BE ENTITLED TO ONE (1) VOTE. MEMBERS MAY BE REPRESENTED AT ANY MEETING BY PROXY DESIGNATED IN WRITING. A MAJORITY VOTE OF THE MEMBERS, A QUORUM BEING PRESENT IN PERSON OR BY PROXY, SHALL BE NECESSARY FOR THE ADOPTION OF ANY MATTER VOTED ON AT ANY MEETING UNLESS A GREATER PROPORTION IS REQUIRED BY LAW OR IN THESE BYLAWS. NO PROXY SHALL BE VALID MORE THAN THREE (3) MONTHS AFTER ITS DATE OF EXECUTION. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND KEY EMPLOYEES REVIEW THE CONFLICT OF INTEREST STATEMENT ANNUALLY AND NOTIFY THE CORPORATE SECRETARY OF ANY CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS REVIEWED ANNUALLY WITH DATA FROM OUTSIDE INDEPENDENT CONSULTANTS TO COMPARABLE ORGANIZATIONS AND APPROVED BY THE COMPENSATION COMMITTEE. ORGANIZATION'S OFFICERS COMPENSATION IS BENCHMARKED FROM DATA BY OUTSIDE INDEPENDENT CONSULTANTS ON A REGULAR BASIS AND APPROVED BY THE COMPENSATION COMMITTEE ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 BY WRITTEN REQUEST THE DOCUMENTS ARE MADE AVAILABLE FOR VIEWING.