2017-10-06T10:59:34-05:00 2016-12-31 320043599 LEGACY PROFESSIONALS LLP 311 S WACKER DRIVE STE 4000 CHICAGO IL 60606 990 2016-01-01 361638940 PORTLAND CEMENT ASSOCIATION PORT 8479666200 5420 OLD ORCHARD ROAD SKOKIE IL 600771083 JAN FARNSWORTH CORPORATE SECRETARY 8479666200 2017-10-06 1 CRAIG RESCH P00844633 3123680500 12.197.118.215 2017-10-06 10:57:56 CD P D56625F7C0621E1EB8BA8C5A7372C18F0F4BC985 C3168D624729577079CA47B99B0ED2C5793BD89E 2016 2021-01-29 14:40:06Z JAN FARNSWORTH 5420 OLD ORCHARD ROAD SKOKIE IL 600771083 25002310 0 X WWW.PORTCEMENT.ORG X 1971 IL IMPROVE & EXPAND USES OF PORTLAND CEMENT & CONCRETE THROUGH EDUCATIONAL SUPPORT & PROMOTION X 41 40 88 0 55611 -12482 51230 70 26321182 16830412 235327 539087 1910271 2223397 28518010 19592966 1508430 1600000 0 0 10717322 9561901 0 0 0 15165438 10435652 27391190 21597553 1126820 -2004587 31950122 22938519 12765822 8950238 19184300 13988281 X IMPROVE AND EXPAND THE USES OF CEMENT AND CONCRETE WHICH, BY DOING SO, IMPROVES THE QUALITY OF CONSTRUCTION WHICH CONTRIBUTES TO A BETTER ENVIRONMENT. IN PRACTICE, THIS MANDATE MEANS WELL-ROUNDED PROGRAMS OF MARKET DEVELOPMENT, EDUCATION, RESEARCH, TECHNICAL SERVICES AND GOVERNMENTAL AFFAIRS ON BEHALF OF PCA MEMBERS (CEMENT COMPANIES IN THE US). 0 0 PORTLAND CEMENT ASSOCIATION (PCA) IS A VOLUNTARY ASSOCIATION WHOSE MEMEBERSHIP IS COMPRISED OF CEMENT COMPANIES. PCA PROVIDES TECHNICAL RESOURCES, PROMOTIONAL MATERIAL, MARKET RESEARCH, PUBLIC AFFAIRS AND CODE WORK, EDUCATION AND TRAINING RELATED TO THE CONCRETE INDUSTRY AND ITS MEMBER ORGANIZATIONS. PCA'S PUBLICATIONS AND DESIGN AIDS MAKE IT EASIER TO BUILD WITH CONCRETE AND INCLUDE THE LATEST INFORMATION ON QUALITY. 0 0 1 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 1 0 1 0 0 1 31 0 1 88 1 1 1 0 0 0 0 0 X 41 40 1 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X BILL BRADY 8479666200 5420 OLD ORCHARD ROAD SKOKIE IL 600771083 JOHN STULL CHAIR 1.00 X 0 0 0 KARL WATSON JR VICE CHAIR 1.00 X 0 0 0 STEVE AMBROSE DIRECTOR 1.00 X 0 0 0 MARCO GOMEZ-BARRIOS DIRECTOR 1.00 X 0 0 0 THOMAS BECK DIRECTOR 1.00 X 0 0 0 CRAIG CAMPBELL DIRECTOR 1.00 X 0 0 0 ALEX CAR DIRECTOR 1.00 X 0 0 0 CARY COHRS DIRECTOR 1.00 X 0 0 0 FRANK CRADDOCK DIRECTOR 1.00 X 0 0 0 GEORGE DOUMET DIRECTOR 1.00 X 0 0 0 THOMAS G EDWARDS DIRECTOR 1.00 X 0 0 0 ENRIQUE ESCALANATE DIRECTOR 1.00 X 0 0 0 HAMID FARZAM DIRECTOR 1.00 X 0 0 0 ERIC FLESCH DIRECTOR 1.00 X 0 0 0 JAMES GATENS DIRECTOR 1.00 X 0 0 0 ALLEN HAMBLEN DIRECTOR 1.00 X 0 0 0 RON HENLEY DIRECTOR 1.00 X 0 0 0 ERIC HOLARD DIRECTOR 1.00 X 0 0 0 CHIP HUSSEY DIRECTOR 1.00 X 0 0 0 TIMOTHY KEUBLER DIRECTOR 1.00 X 0 0 0 CURTIS LESSLIE DIRECTOR 1.00 X 0 0 0 KIMBALL MCCLOUD DIRECTOR 1.00 X 0 0 0 GERRY MCKERVEY DIRECTOR 1.00 X 0 0 0 SCOTT MORKEM DIRECTOR 1.00 X 0 0 0 DAVID NEPERENY DIRECTOR 1.00 X 0 0 0 SCOTT PALMER DIRECTOR 1.00 X 0 0 0 MIKE PHILIPPS DIRECTOR 1.00 X 0 0 0 C ALLEN ROOK DIRECTOR 1.00 X 0 0 0 DAN NUGENT DIRECTOR 1.00 X 0 0 0 SATISH SHETH DIRECTOR 1.00 X 0 0 0 GUY SIDOS DIRECTOR 1.00 X 0 0 0 ROGER SMITH JR DIRECTOR 1.00 X 0 0 0 MAIK STRECKER DIRECTOR 1.00 X 0 0 0 ROBERT SULLIVAN DIRECTOR 1.00 X 0 0 0 MASSIMO TOSO DIRECTOR 1.00 X 0 0 0 WALTER WULF JR DIRECTOR 1.00 X 0 0 0 BILL ZARKALIS DIRECTOR 1.00 X 0 0 0 THOMAS CHIZMADIA DIRECTOR 1.00 X 0 0 0 JASON MORIN DIRECTOR 1.00 X 0 0 0 J RANDALL VANCE DIRECTOR 1.00 X 0 0 0 JAMES TOSCAS PRESIDENT/CEO 40.00 X X 385884 0 43434 JAN FARNSWORTH CORPORATE SECRETARY 40.00 X 192696 0 30692 LAURA NEDLI CFO 40.00 X 257283 0 29627 EDWARD SULLIVAN CHIEF ECONOMIST & GROUP VP 40.00 X 256533 0 38080 MICHAEL SCHON SENIOR DIRECTOR, CODES & S 40.00 X 239115 0 34163 STEVEN KOSMATKA VICE PRESIDENT, RESEARCH & 40.00 X 185110 0 44075 TODD JOHNSTON EXECUTIVE VICE PRESIDENT, 40.00 X 290935 0 29748 MARK JUSTMAN VICE PRESIDENT, MARKET DEV 40.00 X 207208 0 26660 RACHEL DERBY SENIOR DIRECTOR, REGULATOR 40.00 X 174000 0 20840 2188764 0 297319 28 0 1 0 STATLER NAGLE LLC 1100 VERMONT AVENUE NW WASHINGTON DC 20005 CONSULTING 289189 ARTEMIS STRATEGY GROUP 1100 VERMONT AVENUE NW WASHINGTON DC 20005 CONSULTING 264250 MARTHA VANGEEM 808 S SCHOOL STREET MT PROSPECT IL 60056 CONSULTING 180506 SIDLEY AUSTIN LLP ONE SOUTH DEARBORN CHICAGO IL 60603 LEGAL 130987 AEMS INC 2443 NORTH QUANTICO STREET ARLINGTON VA 22207 CONSULTING 106371 5 70 70 MEMBERSHIP DUES 541900 16117996 16117996 NON DUES REVENUE 541900 373791 373791 INCOME FROM SERVICES 541900 224014 224014 CONTRACT REVENUE 541900 114611 59000 55611 16830412 515540 515540 972420 0 972420 972420 972420 5315259 5291712 23547 23547 23547 1143074 117632 1025442 1025442 MISCELLANOUS 900099 225535 225535 225535 19592966 17800243 55611 1737042 1600000 1234229 6586998 447431 733506 559737 393514 46000 142833 36098 1783482 102958 478688 490744 1300855 732355 981416 483649 166185 ALLIED INDUSTRY SUPPORT 2972298 DUES AND SUBSCRIPTIONS 171498 MISCELLANEOUS EXPENSE 153079 21597553 11713252 1165532 112590 4872601 3418270 10000 10000 108825 58536 1563792 1550648 13250501 10194743 3025738 3055758 6484948 9483020 4058376 4196755 31950122 22938519 2887212 1548262 750000 375000 404809 472813 8723801 6554163 12765822 8950238 X 0 0 0 0 19184300 13988281 19184300 13988281 31950122 22938519 X -2004587 377648 -3569080 X 0 1 X 1 0 PORTLAND CEMENT ASSOCIATION POLITICAL ACTION COMMITTEE 1150 CONNECTICUT AVENUE NW SUIT WASHINGTON DC 200364104 361638940 60457 0 0 1 16117996 1074071 -635373 438698 1176614 -737916 215683 215683 4131132 4131132 0 7497621 5007571 2490050 1209319 1008818 200501 196746 47222 149524 3055758 INVESTMENT IN SUBSIDIARY 3927808 DIVIDENDS RECEIVABLE 250000 ACCRUED INTEREST AND DIVIDENDS 18947 4196755 LIABILITY FOR PENSION BENEFITS 6374997 DEFERRED CLAIMS RESERVE 150000 TENANT DEPOSITS 29166 6554163 X PART X, LINE 2: THE ORGANIZATION FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, AND FORM 990-T, EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN, WITH THE INTERNAL REVENUE SERVICE. THESE RETURNS ARE SUBJECT TO EXAMINATION UNTIL THE APPLICABLE STATUTE OF LIMITATIONS EXPIRE. 1 MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVE CAMBRIDGE MA 02193 042103594 501(C)(3) 1000000 RESEARCH FUNDING IOWA STATE UNIVERSITY OF SCIENCE AND TECHNOLOGY 3609 ADMINISTRATIVE SERVICES BUILDING AMES IA 500013609 426004224 501(C)(3) 500000 RESEARCH FUNDING NASFM FIRE RESEARCH & EDUCATION FOUNDATION PO BOX 671 CHEYENNE WY 82003 364427968 501(C)(3) 100000 RESEARCH FUNDING 3 0 PART I, LINE 2: THE BOARD CAREFULLY REVIEWS ALL REQUESTS FOR DONATIONS AND GRANTS PRIOR TO THEIR APPROVAL AND DISBURSEMENT. APPROVAL IS GRANTED ONLY TO REPUTABLE ORGANIZATIONS WHO HAVE SATISFIED THE BOARD'S DUE DILIGENCE. NORMALLY,THE BOARD PERFORMS NO SUBSEQUENT MONITORING REGARDING THE USE OF DONATIONS AND GRANTS. ADDITIONALLY, THERE IS A GOVERANCE STRUCTURE IN PLACE THAT REGULARLY REPORTS TO THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS. ALL RECORDS REGARDING DISBURSEMENT OF FUNDS ARE MAINTAINED AT THE LOCAL OFFICE. X X 1 1 X X X X 0 0 0 JAMES TOSCAS PRESIDENT/CEO 385884 0 0 0 0 0 23188 0 20246 0 429318 0 0 0 JAN FARNSWORTH CORPORATE SECRETARY 160725 0 31971 0 0 0 30692 0 0 0 223388 0 0 0 LAURA NEDLI CFO 213931 0 43352 0 0 0 22760 0 6867 0 286910 0 0 0 EDWARD SULLIVAN CHIEF ECONOMIST & GROUP VP 213181 0 43352 0 0 0 31213 0 6867 0 294613 0 0 0 MICHAEL SCHON SENIOR DIRECTOR, CODES & S 216615 0 22500 0 0 0 11756 0 22407 0 273278 0 0 0 STEVEN KOSMATKA VICE PRESIDENT, RESEARCH & 170294 0 14816 0 0 0 30761 0 13314 0 229185 0 0 0 TODD JOHNSTON EXECUTIVE VICE PRESIDENT, 247185 0 43750 0 0 0 23188 0 6560 0 320683 0 0 0 MARK JUSTMAN VICE PRESIDENT, MARKET DEV 192436 0 14772 0 0 0 24884 0 1776 0 233868 0 0 0 RACHEL DERBY SENIOR DIRECTOR, REGULATOR 158000 0 16000 0 0 0 15400 0 5440 0 194840 0 0 0 PART I, LINE 1A ITEMS IN 1A ARE APPROVED IN THE CEO'S CONTRACT. THESE REIMBURSEMENTS ARE NOT TREATED AS TAXABLE COMPENSATION. JAMES TOSCAS PRESIDENT/CEO TRAVEL ADVANCE X 10000 10000 0 1 0 10000 CASH AND PREPAID INSURANCE 2016-04-30 693090 NBV AT DAY OF TRANSFER 320489158 GREAT LAKES CEMENT PROMOTION ASSOCIATION 3130 PINE TREE ROAD LANSING MI 48911 501C6 CASH AND PREPAID INSURANCE 2016-04-30 147477 NBV AT DAY OF TRANSFER 811730448 NORTHWEST CEMENT COUNCIL 2 CENTERPOINTE DRIVE SUITE 320 LAKE OSWEGO OR 97035 501C6 CASH, FIXED ASSETS, PREPAIDS 2016-04-30 3114533 NBV AT DAY OF TRANSFER 364834666 SOUTHEAST CEMENT PROMOTION ASSOCIATION 2180 SATELLITE BOULEVARD SUITE DULUTH GA 30097 501C6 0 0 0 0 FORM 990, PART II, SIGNATURE BLOCK JAN FARNSWORTH, CORPORATE SECRETARY, IS SIGNING THE FORM AS THE AUTHORIZED SIGNOR. FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING ARE ALL BUSINESS RELATIONSHIPS: ENRIQUE ESCALANTE, RON HENLEY AND STEVE AMBROSE WORK FOR GCC OF AMERICA. FRANK CRADDOCK, HAMID FARZAM, MIKE PHILIPPS, SATISH SHETH, ROBERT SULLIVAN, KARL WATSON JR. WORK FOR CEMEX. JOHN STULL, CRAIG CAMPBELL AND MAIK STRECKER WORK FOR LAFARGE NORTH AMERIA. THOMAS CHIZMADIA, KARI SARAGUSA AND DANIEL M HARRINGTON WORK FOR LEHIGH HANSON. ALLEN HAMBLEN AND THOMAS EDWARDS WORK FOR CALPORTLAND. JAMES GATENS, CURTIS LESLIE, CHARLES SUNDERLAND, AND J. RANDALL VANCE WORK FOR ASH GROVE. DAVID A NEPERENY, MASSIMO TOSO, DAN NUGENT AND RAYMOND SEIPP WORK FOR BUZZI UNICEM USA. ROGER SMITH JR. AND SCOTT PALMER WORK FOR SALT RIVER CEMENT COMPANY. GUY SIDOS AND ERIC HOLARD WORK FOR NATIONAL CEMENT COMPANY. TIMOTHY KUEBLER AND BILL ZARKALIS WORK FOR TITAN AMERICA. ALEX CAR AND FRANCESCO CARANTINI WORK FOR ESSROC. ERIC FLESCH, CHIP HUSSEY AND SCOTT MORKEM WORK FOR ARGOS. THOMAS BECK AND JASON MORIN WORK FOR CONTINENTAL. FORM 990, PART VI, SECTION A, LINE 6 CEMENT INDUSTRY MEMBERS. ANY BUSINESS ORGANIZATION OR GROUP OF BUSINESS ORGANIZATIONS UNDER COMMON OWNERSHIP, GOVERNMENT AGENCY, OR INDIVIDUAL ENGAGED IN THE MANUFACTURE OR SALE OR PORTLAND CEMENT IN THE UNITED STATES OR ITS TERRITORIAL POSSESSIONS SHALL BE ELIGIBLE TO BECOME A CEMENT INDUSRY MEMBER, SUBJECT TO A MINIMUM PAYMENT OF DUES TO BE ESTABLISHED ANNUALLY BY THE BOARD OF DIRECTORS. IN THE CASE OF MEMBERSHIP APPLICANTS LOCATED IN A COUNTRY OTHER THAN THE UNITED STATES, ASSOCIATION MEMBERSHIP MAY BE GRANTED TO A CEMENT INDUSTRY TRADE ASSOCIATION REPRESENTING A MAJORITY OF CEMENT COMPANIES OF THAT COUNTRY. THE ANNUAL FEE FOR MEMBERSHIP IN SUCH CASES SHALL BE DETERMINED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A ALTHOUGH EACH MEMBER ONLY HAS "ONE VOTE", THERE ARE VARIOUS PERSONNEL (CEO, COO, SUBSIDIARY, ETC) ELIGIBLE TO BE A BOARD MEMBER. THE VOTES OF MEMBERS AT BOARD MEETINGS SHALL BE WEIGHTED PROPORTIONALLY ON THE BASIS OF SHIPMENTS (AS COMPUTED BY THE SECRETARY FOR THE LATEST CALENDAR YEAR) ON WHICH DUES HAVE BEEN PAID BY THE PCA MEMBER COMPANY WHOM THE MEMBER BELONGS TOO. IF A GIVEN PCA MEMBER (OR GROUP OF AN AFFILIATED MEMBER COMPANY) IS REPRESENTED BY MORE THAN ONE COMPANY, THE MEMBER COMPANY'S SHIPMENTS OR SHIPMENTS OF THE GROUP OF THE AFFILIATED MEMBER COMPANY SHALL BE ALLOCATED USING A PRORATED AMOUNT AMONGST THOSE MEMBERS PARTICIPATING IN THE MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 FORM WAS NOT DISTRIBUTED TO THE GOVERNING BODY PRIOR TO FILING THE FORM THIS YEAR. FORM 990, PART VI, LINE 1A THE VOTES OF DIRECTORS AT BOARD MEETING SHALL BE WEIGHTED PROPORTIONALLY ON THE BASIS OF SHIPMENTS (AS COMPUTED BY THE SECRETARY FOR THE LATEST CALENDAR YEAR) ON WHICH DUES HAVE BEEN PAID BY THE PCA MEMBER COMPANY WHOM THE DIRECTOR REPRESENTS. IF A GIVEN PCA MEMBER (OR GROUP OF AN AFFILIATED MEMBER COMPANY) IS REPRESENTED BY MORE THAN ONE DIRECTOR, THE MEMBER COMPANY'S SHIPMENTS OR SHIPMENTS OF THE GROUP OF AFFILIATED MEMBER COMPANY SHALL BE ALLOCATED PRO RATA AMOUNG THOSE DIRECTORS PARTICIPATING IN THE MEETINGS. FORM 990, PART VI, SECTION B, LINE 12C AN EMPLOYEE HAS BEEN DESIGNATED THE RESPONSIBILITY FOR COMMUNICATING AND FOLLOWING UP AS NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE CEO IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE WHICH IS A COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: EQUITY IN EARNINGS OF SUBSIDIARY 135,922. PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST 250,098. TRANSFER OF NET ASSETS -3,955,100. PORTLAND CEMENT ASSOCIATION EDUCATION FOUNDATION 5420 OLD ORCHARD ROAD SKOKIE IL 60077 364486749 MEET THE EDUCATIONAL NEEDS OF THE CEMENT INDUSTRY IL 501(C)3 509(A)(1) PORTLAND CEMENT ASSOCIATION 0 PORTLAND CEMENT ASSOCIATION POLITICAL ACTION COMMITTEE 5420 OLD ORCHARD ROAD SKOKIE IL 60077 361638940 POLITICAL SUPPORT IL 527 PORTLAND CEMENT ASSOCIATION 0 CONSTRUCTION TECHNOLOGY LABORATORIES INC 5420 OLD ORCHARD ROAD SKOKIE IL 60077 363478051 PERFORM INVESTIGATION, ANALYSIS AND TESTING OF STRUCTURES AND MATERIALS IL PORTLAND CEMENT ASSOCIATION C 135922 14901459 1.00000 0 1 1 1 0 0 0 1 0 0 1 0 1 1 1 1 1 1 0 1 CONSTRUCTION TECHNOLOGY LABORATORIES INC S 250000 CONSTRUCTION TECHNOLOGY LABORATORIES INC A 962038 CONSTRUCTION TECHNOLOGY LABORATORIES INC P 499759