2018-11-14T16:45:39-06:00 2017-12-31 BDO USA LLP 100 PARK AVENUE NEW YORK NY 100175001 990 2017-01-01 131974706 COPPER DEVELOPMENT ASSOCIATION INC % KRISTEN E HEWLETT COPP 2122517214 7918 JONES BRANCH DRIVE Suite 300 MCLEAN VA 22102 THOMAS S PASSEK PRESIDENT & CEO 2122517200 2018-11-14 true Paul Hammerschmidt P01384178 2128858000 24.125.103.209 26308920183185000058 2018-11-14 P 1210560841ADC29080D5D665393427DBF2BE5B27 48C336AAB7D1DE8463E223BE15B361E384766368 2017 2019-02-21 02:37:17Z X THOMAS S PASSEK 7918 JONES BRANCH DRIVE MCLEAN VA 22102 8790969 false X WWW.COPPER.ORG X 1962 NY ORGANIZED TO DEVELOP NEW APPLICATIONS AND CREATE NEW BUSINESS OPPORTUNITIES FOR THE COPPER AND BRASS INDUSTRY IN END-USE MARKETS. 17 16 20 19 0 0 1418438 1302440 6628407 7482744 3111 5785 0 0 8049956 8790969 5000 0 0 0 3489828 3540917 0 0 0 4391843 4801661 7886671 8342578 163285 448391 4361112 4700683 821386 1456075 3539726 3244608 X COPPER DEVELOPMENT ASSOCIATION, INC. (CDA) IS A U.S.-BASED, NOT-FOR-PROFIT ASSOCIATION SERVING THE COPPER INDUSTRY THROUGHOUT NORTH AMERICA BY INFLUENCING THE USE OF COPPER AND COPPER ALLOYS THROUGH RESEARCH, DEVELOPMENT AND EDUCATION, AS WELL AS TECHNICAL AND END-USER SUPPORT. CDA IS COMMITTED TO PROMOTING THE PROPER USE OF COPPER MATERIALS IN SUSTAINABLE, EFFICIENT APPLICATIONS FOR BUSINESS, INDUSTRY AND THE HOME. false false MEMBER PROJECTS - THE DEVELOPMENT, MANAGEMENT AND EXECUTION OF PROJECTS TO EXPAND, DEFEND AND SUPPORT THE USE AND APPLICATION OF COPPER AND COPPER ALLOY FABRICATED PRODUCTS IN VARIOUS MARKETS WITHIN THE U.S. AND CANADA THIS INCLUDES MARKET RESEARCH, PROMOTIONAL ACTIVITY, AND TECHNICAL SERVICE AND SUPPORT OF MARKETS THAT INCLUDE: BUILDING CONSTRUCTION ELECTRICAL AND NON-ELECTRICAL APPLICATIONS; ANTIMICROBIAL AND PUBLIC HEALTH APPLICATIONS; OEM APPLICATIONS INCLUDING AUTOMOTIVE, HVACR, PLUMBING AND BUILDING HARDWARE, ETC; AND INDUSTRIAL APPLICATIONS. INDUSTRY TECHNICAL RESEARCH AND DEVELOPMENT - TECHNICAL MANAGEMENT AND ADMINISTRATION OF PRE-COMPETITIVE SCIENTIFIC RESEARCH AND DEVELOPMENT PROJECTS TO ADDRESS NEAR TO MID-TERM OPPORTUNITIES FOR THE USE AND APPLICATION OF COPPER AND COPPER ALLOY PRODUCTS AND TECHNOLOGIES. CURRENT PROJECTS INCLUDE SCIENTIFIC RESEARCH ON: COPPER'S ANTIMICROBIAL EFFICACY; ENVIRONMENTAL ISSUES RELATED TO COPPER RUN-OFF, BIOAVAILABILITY, AND IMPACT; CORROSION CONTROL IN COPPER PIPING SYSTEMS; IMPROVING SAFETY, RELIABILITY AND EFFICIENCY OF ELECTRICAL ENERGY AND ALTERNATIVE ENERGY SYSTEMS. INDUSTRY COMMUNICATIONS - ADVERTISING, PROMOTIONAL AND COMMUNICATION ACTIVITY TO: HIGHLIGHT THE QUALITY, PERFORMANCE, AND EFFECTIVENESS OF COPPER AND COPPER ALLOY PRODUCTS; ESTABLISH THE IMPORTANCE AND NECESSITY OF COPPER-BASED PRODUCTS AND TECHNOLOGY IN EVERYDAY LIFE. COMMUNICATIONS ACTIVITY IS IN SUPPORT OF OVERALL MARKET DEVELOPMENT AND TECHNOLOGY TRANSFER PROJECTS. false false false true false false false false false true false false true true true true false false false true false false false false false false false false true false false false false false false false false false false false false false false true 32 0 true 20 true false false false false false false X 17 16 true false false false false false false true true false false false true true true true true true true false X KRISTEN E HEWLETT 7035062026 7918 JONES BRANCH DRIVE MCLEAN VA 22102 X THOMAS S PASSEK PRESIDENT & CEO 35.0 0.0 X X 377408 0 80589 GREGORY L CHRISTOPHER CHAIRMAN 1.0 0.0 X X 0 0 0 DEVIN DENNERTREAS THRU 1217 VICE CHAIRMAN (FROM 12/17) 1.0 0.0 X X 0 0 0 NIGEL STEWARD THRU 617 VICE CHAIRMAN 1.0 0.0 X X 0 0 0 GEORGE HOWARDDIR THRU 1217 TREASURER (FROM 12/17) 1.0 0.0 X X 0 0 0 THOMAS BAKER DIRECTOR 1.0 0.0 X 0 0 0 TOM BOBISH THRU 617 DIRECTOR 1.0 0.0 X 0 0 0 VINCE BUSHELL DIRECTOR 1.0 0.0 X 0 0 0 MARC CAMERON FROM 617 DIRECTOR 1.0 0.0 X 0 0 0 STEPHEN T HIGGINS DIRECTOR 1.0 0.0 X 0 0 0 GREGORY KEOWN DIRECTOR 1.0 0.0 X 0 0 0 SI GEUN KIM FROM 617 DIRECTOR 1.0 0.0 X 0 0 0 ANTHONY LEA DIRECTOR 1.0 0.0 X 0 0 0 RICARDO MOREIRA DIRECTOR 1.0 0.0 X 0 0 0 JEFFREY NYSTROM DIRECTOR 1.0 0.0 X 0 0 0 M BRIAN O'SHAUGHNESSY DIRECTOR (THRU 6/17) 1.0 0.0 X 0 0 0 MICHAEL O'SHAUGHNESSY DIRECTOR (FROM 6/17) 1.0 0.0 X 0 0 0 EDWARD ROTTMANN DIRECTOR 1.0 0.0 X 0 0 0 STEPHEN ROWLAND DIRECTOR 1.0 0.0 X 0 0 0 RICHARD STINSON DIRECTOR 1.0 0.0 X 0 0 0 JOHN J KEARNS THRU 817 PRINCIPAL FIN & ADMIN OFFICER 17.5 0.0 X 0 0 0 H HEDLEY STOTHERS SECRETARY 1.0 0.0 X 0 0 0 ANDREW G KIRETA JR VP - BUILDING CONSTRUCTION 35.0 0.0 X 231811 0 83811 ZOLAIKHA S STRONG DIR. SUSTAINABLE ELECT. ENERGY 35.0 0.0 X 188595 0 80391 EMILE S ZEN GROUP CONTROLLER 35.0 0.0 X 178808 0 82132 CARRIE A CLAYTOR DIR. OF HEALTH, ENV & SUS DEV 35.0 0.0 X 161062 0 75624 MAKI ISAYAMA THRU 1217 MANAGER INFORMATION TECHNOLOGY 35.0 0.0 X 146910 0 33987 ADAM A ESTELLE DIRECTOR, ROD & BAR 35.0 0.0 X 132245 0 30421 1416839 0 466955 9 false true false THE KELLEN COMPANY 355 LEXINGTON AVENUE NEW YORK NY 10017 COMMUNICATIONS 752947 GLOBAL MARKET CONSULTANTS 25400 US 19 N SUITE 154 CLEARWATER FL 33763 MARKET INTELLIGENCE 167451 KELLEY DRYE WARREN LLP 101 PARK AVENUE NEW YORK NY 10178 LEGAL 115788 FMI CORPORATION 5171 GREENWOOD AVENUE SUITE 200 RALEIGH NC 27612 CONSULTING 113756 TECHSOLVE INC 6705 STEGER DRIVE CINCINNATI OH 45257 CONSULTING 109471 5 1302440 1302440 SHARED PROGRAMS 561499 7482744 7482744 7482744 5785 5785 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8790969 7482744 5785 0 0 0 0 773619 0 1940890 226412 436230 163766 0 80904 54056 85204 0 0 19447 1019676 118750 0 0 314414 290160 0 432095 0 0 83265 32795 PROGRAM COSTS 1999619 EQUIPMENT REPAIR/MAINTENANCE 100292 PEO SERVICE FEES 37123 DUES & SUBSCRIPTIONS 27772 106089 8342578 2268262 1150452 579965 316608 0 0 0 0 0 0 0 0 0 0 0 0 148690 125757 299406 276351 141922 23055 18107 18779 0 0 0 0 0 0 1204166 3066032 4361112 4700683 463885 1161944 0 0 0 0 0 0 0 0 0 0 0 0 0 0 357501 294131 821386 1456075 X 3539726 3244608 0 0 0 0 3539726 3244608 4361112 4700683 X 448391 672 -744181 X false true X true false false false false 8785184 85204 5465 90669 153741 -63072 0 0 0 295213 272167 23046 4193 4184 9 23055 ADVANCES TO EMPLOYEES 16500 DEFERRED COMPENSATION 177802 DUE FROM MEMBER COMPANIES 56733 ICA OPERATING EXP RECEIVABLE 64460 ICA PROJECTS RECEIVABLE 2617689 RECOVERABLE EXPENSE RECEIVABLE 129836 INTEREST RECEIVABLE 3012 3066032 0 NON-CURRENT LIABILITIES 294131 294131 X 8791641 672 672 8790969 8790969 8342578 8342578 8342578 PART X, LINE 2: Under Accounting Standards Codification ("ASC") 740, "Income Taxes", an organization must recognize the financial statement effects of a tax position taken for tax return purposes when it is more likely than not that the position will not be sustained upon examination. Copper Development Association, Inc. does not believe it has taken any materially uncertain tax positions and, accordingly, it has not recorded any liability for unrecognized tax benefits. The organization has filed for and received income tax exemptions in the jurisdictions where it is required to do so. For the year ended December 31, 2017, there were no interest or penalties recorded or included in the statements of activities and changes in net assets. The organization is no longer subject to income tax examination by U.S. Federal, state and local tax authorities for years before 2014, which is the standard statute of limitation look-back period. North America 1 Program Services CONSULTANTS & VENDORS 181036 North America 1 Program Services PAYROLL 156863 North America 1 Program Services TRAVEL & ENTERTAINMENT 40747 3 3 378646 378646 false false false false false false X true true X X X X false false false THOMAS S PASSEK PRESIDENT & CEO 280000 0 96000 0 1408 0 54000 0 26589 0 457997 0 0 0 ANDREW G KIRETA JR VP - BUILDING CONSTRUCTION 174000 0 53000 0 4811 0 48819 0 34992 0 315622 0 0 0 ZOLAIKHA S STRONG DIR. SUSTAINABLE ELECT. ENERGY 158275 0 30000 0 320 0 45957 0 34434 0 268986 0 0 0 EMILE S ZEN GROUP CONTROLLER 139400 0 42000 0 -2592 0 46837 0 35295 0 260940 0 0 0 CARRIE A CLAYTOR DIR. OF HEALTH, ENV & SUS DEV 133800 0 29000 0 -1738 0 41193 0 34431 0 236686 0 0 0 MAKI ISAYAMA THRU 1217 MANAGER INFORMATION TECHNOLOGY 127450 0 20300 0 -840 0 20379 0 13608 0 180897 0 0 0 ADAM A ESTELLE DIRECTOR, ROD & BAR 106500 0 27000 0 -1255 0 17714 0 12707 0 162666 0 0 0 PART I, LINE 1A: THE ORGANIZATION PROVIDES RENT PAYMENTS FOR HOME-OFFICE OF REMOTE EMPLOYEES. FORM 990, PART VI, SECTION A, LINE 2: M. BRIAN O'SHAUGHNESSY AND MICHAEL O'SHAUGHNESSY HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B: BEFORE FILING, FORM 990 IS COMPILED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTANTS AND REVIEWED BY MANAGEMENT (STAFF ACCOUNTANT AND VICE PRESIDENT, FINANCE). FORM 990 IS PROVIDED TO THE BOARD AFTER FILING WITH IRS. TIME CONSTRAINTS PREVENT A DISTRIBUTION IN ADVANCE, AND THE BOARD DOES NOT PRIMARILY PROVIDE AN INTERNAL CONTROL FUNCTION FOR THIS PROCEDURE. FORM 990, PART VI, SECTION B, LINE 12C: ALL NEW EMPLOYEES MUST SIGN A FORM ACKNOWLEDGING RECEIPT AND UNDERSTANDING OF POLICY. IN ADDITION, NEW PATENTS BY RELATED PARTIES ARE REVIEWED WITH LEGAL COUNSEL. ANNUALLY THE ORGANIZATION CIRCULATES THE POLICY IN WRITTEN FORM TO ITS EMPLOYEES AND REQUIRES THEIR SIGNED ACKNOWLEDGEMENT. FORM 990, PART VI, SECTION B, LINES 15A AND 15B: THERE IS A COMPENSATION GRADE SYSTEM THAT IS EVALUATED AGAINST COMPENSATION STUDIES EVERY 2-3 YEARS. COMPENSATION MUST BE APPROVED BY EXECUTIVE TASK GROUP OF BOARD OF DIRECTORS. APPROVAL OF COMPENSATION IS DOCUMENTED BY THE SIGNED AUTHORIZATION OF THE MEMBERS OF THE EXECUTIVE TASK GROUP, WHICH MEETS EACH YEAR PRIOR TO THE EFFECTIVE DATE OF CHANGES IN THE COMPENSATION PLAN. 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. FORM 990, PART XI, LINE 9: REORGANIZATION COSTS.............$(744,181)