2020-11-16T14:18:29-06:00 2019-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2019-01-01 530259366 AMERICAN LAND TITLE ASSOCIATION AMER 2022963671 1800 M STREET NW NO 300S WASHINGTON DC 200365828 DIANE TOMB CEO 2022963671 2020-11-16 1 J CALVIN MARKS P01226973 9197196400 34.206.232.202 2020-11-16 14:18:24 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 75F1779BA68A735F9CB0B3115F257B873EEC838E 2019 2022-01-07 14:23:13Z DIANE TOMB 1800 M STREET NW NO 300S WASHINGTON DC 200365828 13765154 0 6014 X WWW.ALTA.ORG X 1971 DC TO PROMOTE THE SAFE AND EFFICIENT TRANSFER OF OWNERSHIP AND INTEREST IN REAL PROPERTY WITHIN THE FREE ENTERPRISE SYSTEM. 12 12 43 45 447950 0 170436 169470 9487349 9893477 7894262 2978499 87641 77453 17639688 13118899 0 0 0 0 4054204 4417398 0 0 0 5771107 6665237 9825311 11082635 7814377 2036264 26436720 29664386 4597929 4897257 21838791 24767129 TO PROMOTE THE SAFE AND EFFICIENT TRANSFER OF OWNERSHIP AND INTEREST IN REAL PROPERTY WITHIN THE FREE ENTERPRISE SYSTEM. 0 0 CONVENTIONS - ALTA, ALONG WITH AFFILIATED LAND TITLE ASSOCIATIONS AND OTHER INDUSTRY ORGANIZATIONS, HOSTS DOZENS OF MEETINGS EACH YEAR. EACH EVENT IS AN OPPORTUNITY TO NETWORK AND LEARN FROM INDUSTRY EXPERTS, VENDORS, AND PEERS FROM ALL OVER THE COUNTRY. ALTA ONE HAD 1167 ATTENDEES; SPRINGBOARD HAD 356; AND THE ADVOCACY SUMMIT HAD 220 IN 2019. SEVERAL OF THE PROFESSIONAL DEVELOPMENT SESSIONS OFFER CONTINUING EDUCATION AND CONTINUING LEGAL EDUCATION CREDITS FOR THE PARTICIPANTS. THE GOVERNMENT AFFAIRS DEPARTMENT ENSURES THAT ALTA'S POSITIONS ARE HEARD BY CONGRESS AND FEDERAL GOVERNMENT AGENCIES BEFORE THEY ENACT LEGISLATION AND REGULATIONS. ALTA'S STATE LEGISLATIVE AND REGULATORY WORK CONSISTS OF ASSISTING STATE LAND TITLE ASSOCIATIONS IN EDUCATING POLICY MAKERS ABOUT THE VALUES OF THE TITLE INSURANCE INDUSTRY. IT ENABLES THESE ASSOCIATIONS TO EASILY EXCHANGE REGIONAL INDUSTRY TRENDS AND STATE ADVOCACY TRENDS. ALTA PROVIDES INDUSTRY SPECIFIC GOVERNMENT, MARKET AND TECHNOLOGY NEWS TO ITS MEMBERSHIP AS WELL AS TO THE GENERAL PUBLIC. ALTA ALSO PROVIDES PRESS RELEASES SUPPORTING RECENT STANCES AND OPINIONS OF THE ASSOCIATION AND ITS MEMBERSHIP, IN ADDITION TO PROVIDING MARKETING TOOLS TO MEMBERS TO PUBLICIZE THE INDUSTRY. ADDITIONALLY ALTA PUBLISHES A MONTHLY MAGAZINE (TITLE NEWS - 12,886 SUBSCRIBERS), ELECTRONIC NEWSLETTERS, AND INDUSTRY STATISTICS AND TITLE INDUSTRY FINANCIAL INFORMATION. 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 28 0 1 43 1 1 1 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X DIANE TOMB 2022963671 1800 M STREET NW NO 300S WASHINGTON DC 200365828 JUSTIN AILES VP GOV & REGULATORY AFFAIR (TO DEC '19) 40.00 X 451303 0 20945 CORNELIA HORNER COO 40.00 X 367880 0 24125 DIANE TOMB CEO (FROM JUL '19) 40.00 X 275000 0 29946 STEVEN GOTTHEIM SENIOR COUNSEL 40.00 X 209604 0 16328 KELLY ROMEO VP 40.00 X 204705 0 30641 ELIZABETH BLOSSER DIR GRASSROOTS/STATE AFFAI 40.00 X 178050 0 16984 JEREMY YOHE VP COMMUNICATIONS 40.00 X 165696 0 34443 EMILY TRYON DIRECTOR OF PUBLIC POLICY 40.00 X 129528 0 27639 PAUL MARTIN DIRECTOR, ALTA REGISTRY 40.00 X 115600 0 3712 LAUREN DOLLERSCHELL DIRECTOR OF MEETINGS 40.00 X 107152 0 11915 CLAIRE MITCHELL DIRECTOR OF VENDOR RELATIONS 40.00 X 104625 0 9232 CYNTHIA D BLAIR PRESIDENT 2.00 2.00 X X 0 0 0 MARY O'DONNELL PRESIDENT-ELECT 1.00 2.00 X X 0 0 0 STEVEN G DAY IMMEDIATE PAST PRESIDENT 1.00 2.00 X 0 0 0 DANIEL WOLD TREASURER 1.00 2.00 X 0 0 0 WILLIAM BURDING JR GOVERNOR 1.00 2.00 X 0 0 0 DON KENNEDY GOVERNOR 1.00 2.00 X 0 0 0 MAUREEN PFAFF GOVERNOR 1.00 2.00 X 0 0 0 JACK RATTIKIN GOVERNOR 1.00 2.00 X 0 0 0 SYLVIA A SMITH-TURK GOVERNOR (FROM OCT '19) 1.00 2.00 X 0 0 0 DAVID TOWNSEND GOVERNOR 1.00 2.00 X 0 0 0 RICHARD WELSHONS GOVERNOR 1.00 2.00 X 0 0 0 ROBERT J WINEMAN GOVERNOR (FROM OCT '19) 1.00 2.00 X 0 0 0 2309143 0 225910 12 0 1 0 FAIRMONT AUSTIN 101 RED RIVER ST AUSTIN TX 78701 LODGING SERVICES 732551 NP CONSULTING 1100 G ST NW STE 750 WASHINGTON DC 20005 CONSULTING SERVICES 406736 THE PRINTING EXPRESS 21 WAREHOUSE RD HARRISONBURG VA 22801 PRINTING & MAILING SERVICES 386521 LEADING AUTHORITIES INC 1725 I STREET NW STE 200 WASHINGTON DC 20006 SPEAKER FEES FOR MEETINGS 195525 RED VELVET EVENTS INC 7121 N LAMAR BLVD AUSTIN TX 78752 EVENT SERVICES 185772 11 169470 169470 MEMBER DUES 900099 5860822 5860822 CONVENTIONS 900099 2221394 2221394 LICENSING POLICY FORMS 900099 1102756 1102756 TITLE NEWS 541800 270400 1000 269400 PRODUCT SERVICES 900099 259555 259555 178550 178550 9893477 2945438 2945438 679316 646255 33061 33061 33061 77453 77453 77453 13118899 9445527 447950 3055952 1553602 2228120 219943 191089 224644 29244 12715 251000 69058 473631 156931 686184 701700 469021 249456 2466555 33496 183598 79217 BOARD DESIGNATED EXPENS 574801 DUES & SUBSCRIPTIONS 116178 PROXY TAXES 102900 TAXES & LICENSES 5020 4532 11082635 14817194 2377019 104887 72369 1000320 1000000 544352 265953 1724095 1142189 749873 581906 9149737 25280105 70357 79474 0 7560 26436720 29664386 731758 896609 2945752 3203402 920419 797246 4597929 4897257 X 21838791 24767129 21838791 24767129 26436720 29664386 X 2036264 853957 23163 14954 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 5860822 490000 490000 490000 PART I-A, LINE 1: ALTA PROVIDES ADMINISTRATIVE SERVICES TO THE TITLE INDUSTRY POLITICAL ACTION COMMITTEE. 540971 269663 271308 1183124 872526 310598 581906 DEFERRED RENT 717772 DEFERRED COMPENSATION 79474 797246 X PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT ALL FOUR OF THE ENTITIES HAVE PROPERLY MAINTAINED THEIR EXEMPT STATUS. ADDITIONALLY, MANAGEMENT HAS CONCLUDED THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2019. X 1 1 X X X X 1 0 0 JUSTIN AILES VP GOV & REGULATORY AFFAIR (TO DEC ' 426303 0 25000 0 0 0 10100 0 10845 0 472248 0 0 0 CORNELIA HORNER COO 267880 0 100000 0 0 0 9376 0 14749 0 392005 0 0 0 DIANE TOMB CEO (FROM JUL '19) 275000 0 0 0 0 0 0 0 29946 0 304946 0 0 0 STEVEN GOTTHEIM SENIOR COUNSEL 194604 0 15000 0 0 0 6390 0 9938 0 225932 0 0 0 KELLY ROMEO VP 169705 0 35000 0 0 0 6828 0 23813 0 235346 0 0 0 ELIZABETH BLOSSER DIR GRASSROOTS/STATE AFFAI 160550 0 17500 0 0 0 6422 0 10562 0 195034 0 0 0 JEREMY YOHE VP COMMUNICATIONS 139196 0 26500 0 0 0 5616 0 28827 0 200139 0 0 0 EMILY TRYON DIRECTOR OF PUBLIC POLICY 117528 0 12000 0 0 0 4901 0 22738 0 157167 0 0 0 PART I, LINE 1A THE CEO IS PERMITTED OCCASIONAL TRAVEL FOR COMPANIONS. IT IS TAXABLE WHEN RECEIVED. PART I, LINE 4A JUSTIN AILES SEVERANCE PAYMENT $137,495 FORM 990, PART VI, SECTION A, LINE 6 ANY BUSINESS ENTITY THAT PRIMARILY ENGAGES IN AND IS LEGALLY QUALIFIED TO ENGAGE IN THE BUSINESS OF LAND TITLE EVIDENCING OR INSURING AS AN ABSTRACTER, TITLE INSURANCE AGENT, OR TITLE INSURANCE UNDERWRITER, AND AGREES TO BE GOVERNED BY THE BYLAWS OF THE ASSOCIATION SHALL BE ELIGIBLE FOR ACTIVE MEMBERSHIP IN THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A THE OFFICERS OF THE ASSOCIATION ARE ELECTED ANNUALLY BY THE COLLECTIVE ACTIVE MEMBERS OF THE ASSOCIATION. THE ACTIVE MEMBERSHIP OF THE ASSOCIATION HAS TWO SECTIONS THAT EACH ELECT THREE GOVERNORS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT HAVE THE OPPORTUNITY TO LOOK OVER FORM 990 AND MAKE COMMENTS BEFORE THE DRAFT IS FINALIZED. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF SENIOR MANAGEMENT AND THE BOARD OF GOVERNORS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST WITHIN 3 MONTHS' TIME OF THEIR ELECTION OR APPOINTMENT; FAILURE TO DO SO WILL RESULT IN MANAGEMENT ACTION. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY THE CEO IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS AND COMPENSATION IS DETERMINED AT THAT TIME. COMPARABLE SALARY SURVEY INFORMATION AND ANNUAL PROGRESS REPORTS ARE USED TO DETERMINE EMPLOYEE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE 14,954. 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