2017-11-15T15:27:17-06:00 2016-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS RD STE 1500 RALEIGH NC 27609 990 2016-01-01 530259366 AMERICAN LAND TITLE ASSOCIATION AMER 2022963671 1800 M STREET NW NO 300S WASHINGTON DC 200365828 MICHELLE KORSMO CEO 2022963671 2017-11-15 1 JOHN HUSKINS P01081531 9197196400 2017-11-15 66.77.128.118 2017-11-15 16:26:54 ES P E92EC12878E6ED9F107DFBFC32DE29E76F0C1F5F E92EC12878E6ED9F107DFBFC32DE29E76F0C1F5F 2016 2017-02-10 21:41:12Z MICHELLE KORSMO 1800 M STREET NW NO 300S WASHINGTON DC 200365828 22538342 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. 11 11 47 13 336334 0 120121 128018 8702976 9105987 950679 3975333 20043 11483 9793819 13220821 0 0 0 0 3488949 3826155 0 0 0 6150000 6162657 9638949 9988812 154870 3232009 15660489 17645566 5275735 3884411 10384754 13761155 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. THE ANNUAL CONVENTION HAD 1137 ATTENDEES; THE BUSINESS STRATEGIES CONFERENCE HAD 487 AND THE FEDERAL CONFERENCE HAD 244 IN 2016. 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 - 12,110 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 0 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 41 0 1 47 1 1 1 0 0 0 0 0 X 11 11 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X MICHELLE KORSMO 2022963671 1800 M STREET NW NO 300S WASHINGTON DC 200365828 DANIEL D MENNENOH PRESIDENT 2.00 2.00 X X 0 0 0 STEVEN G DAY PRESIDENT-ELECT 1.00 2.00 X X 0 0 0 JOHN M HOLLENBECK IMMEDIATE PAST PRESIDENT 2.00 2.00 X 0 0 0 DIANE EVANS IMMEDIATE PAST PRESIDENT (TO OCT' 16) 1.00 2.00 X 0 0 0 DANIEL WOLD TREASURER 1.00 2.00 X X 0 0 0 PATRICK H BEALL GOVERNOR (FROM OCT' 16) 1.00 2.00 X 0 0 0 CYNTHIA D BLAIR GOVERNOR 1.00 2.00 X 0 0 0 WILLIAM BURDING JR GOVERNOR 1.00 2.00 X 0 0 0 DON KENNEDY GOVERNOR (FROM OCT' 16) 1.00 2.00 X 0 0 0 STEWART MORRIS JR GOVERNOR (TO OCT' 16) 1.00 2.00 X 0 0 0 MARY O'DONNELL GOVERNOR 1.00 2.00 X 0 0 0 JACK RATTIKIN GOVERNOR 1.00 2.00 X 0 0 0 RICHARD WELSHONS GOVERNOR 1.00 2.00 X 0 0 0 MICHELLE L KORSMO CEO 40.00 0.30 X 604014 0 126969 KELLY ROMEO VP 40.00 X 166254 0 43405 CORNELIA HORNER COO 40.00 X 219222 0 37447 JUSTIN AILES VP GOV AFFAIRS 40.00 X 239680 0 36929 BENJAMIN LINCOLN DIR GOV AFFAIRS (TO DEC '16) 40.00 X 128230 0 19271 STEVEN GOTTHEIM LEGISLATIVE & REGULATORY C 40.00 X 154604 0 29011 1512004 0 293032 6 0 1 0 THE PRINTING EXPRESS PO BOX 1975 HARRISONBURG VA 22801 PRINTING, MAILING & DESIGN 549014 NEXTURN PARTNERS 12777 W JEFFERSON BLVD BLDG D 3RD LOS ANGELES CA 90066 REGISTRY DESIGN & PROGRAMMING 328220 APTEAN INC PO BOX 743722 ATLANTA GA 30374 DATABASE MANAGEMENT 249545 360 LIVE MEDIA 1717 RHODE ISLAND AVE NW STE 640 WASHINGTON DC 20036 BRANDING, MARKETING, AND STRATEGY CONSUL 181054 DESIGN DATA 610 PROFESSIONAL DR STE 102 GAITHERSBURG MD 20879 NETWORK & SERVER SUPPORT 173758 9 128018 128018 MEMBER DUES 900099 5448053 5448053 CONVENTIONS 900099 1809259 1809259 LICENSING POLICY FORMS 900099 1244572 1244572 PRODUCT SERVICES 900099 255119 255119 TITLE NEWS 541800 216934 216934 132050 12650 119400 9105987 194196 194196 13098658 9317521 3781137 3781137 3781137 11483 11483 11483 13220821 8769653 336334 3986816 1473919 1928318 82806 148846 192266 107319 14889 194500 70504 771037 190376 723593 531057 424119 280913 2186722 102416 198063 49987 PROXY TAXES 196000 DUES & SUBSCRIPTIONS 104709 TAXES & LICENSES 3640 12813 9988812 4426694 6112803 82372 61894 1000000 1000000 354478 290208 1971906 846978 1084419 1124928 8067654 8910861 644872 144872 15660489 17645566 753964 990358 3398400 1802252 1123371 1091801 5275735 3884411 X 10384754 13761155 10384754 13761155 15660489 17645566 3232009 144392 0 X 1 X 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 125991 0 0 0 5448053 570000 570000 570000 PART I-A, LINE 1: ALTA PROVIDES ADMINISTRATIVE SERVICES TO THE TITLE INDUSTRY POLITICAL ACTION COMMITTEE. 540971 107325 433646 1430935 739653 691282 1124928 DEFERRED COMPENSATION 154565 DEFERRED RENT 911440 DUE TO AFFILIATE 25796 1091801 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 THROUGH DECEMBER 31, 2016. X 1 1 X X X X 0 0 0 MICHELLE L KORSMO CEO 479014 0 125000 0 0 0 78600 0 48369 0 730983 0 0 0 KELLY ROMEO VP 156254 0 10000 0 0 0 18777 0 24628 0 209659 0 0 0 CORNELIA HORNER COO 199222 0 20000 0 0 0 24297 0 13150 0 256669 0 0 0 JUSTIN AILES VP GOV AFFAIRS 219680 0 20000 0 0 0 26497 0 10432 0 276609 0 0 0 STEVEN GOTTHEIM LEGISLATIVE & REGULATORY C 149604 0 5000 0 0 0 17123 0 11888 0 183615 0 0 0 PART I, LINE 1A THE CEO IS PERMITTED OCCASIONAL TRAVEL FOR COMPANIONS. IT IS TAXABLE WHEN RECEIVED. 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. TITLE & SETTLEMENT AGENT REGISTRY LLC 1800 M STREET NW STE 300S WASHINGTON DC 20036 REGISTRY OF TITLE COMPANIES AND INSURERS DC -592808 0 ALTA LAND TITLE INSTITUTE 1800 M STREET NW STE 300S WASHINGTON DC 20036 521189041 LAND TITLE EDUCATION DC 501(C)(3) 9 ALTA 0 TITLE INDUSTRY POLITICAL ACTION COMMITTEE 1800 M STREET NW STE 300S WASHINGTON DC 20036 521081423 POLITICAL ACTION COMMITTEE DC 527 ALTA 0 TITLE ACTION NETWORK 1800 M STREET NW STE 300S WASHINGTON DC 20036 460662435 LAND TITLE ADVOCACY DC 501(C)(6) ALTA 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 TITLE ACTION NETWORK Q 102416 TITLE INDUSTRY POLITICAL ACTION COMMITTEE L 125991