2016-08-03T13:49:22-05:00 2015-12-31 390859910 Baker Tilly Virchow Krause LLP 777 E Wisconsin Avenue 32nd Floor Milwaukee WI 53202 990 2015-01-01 311796607 Association of Equipment Manufacturers ASSO 4142720943 6737 West Washington Street No 2400 Milwaukee WI 532145647 Renee Peters Chief Financial Officer 4142720943 2016-07-27 1 Troy Marine CPA P00187863 4147775500 2016-07-27 2015 2016-12-15 16:53:06Z Renee Peters 6737 West Washington Street No 2400 Milwaukee WI 532145647 27948065 0 X www.aem.org X 2001 IL TO PROMOTE AND PROTECT THE BEST INTERESTS OF MEMBER EQUIPMENT MANUFACTURERS AND THE PUBLIC, AND TO PROMOTE THE ASSOCIATION'S EDUCATIONAL EXHIBITS AT WHICH THE PRODUCTS OF ITS MEMBERS MAY BE DISPLAYED. 20 20 110 200 0 0 0 0 42147422 27292851 677672 617086 0 0 42825094 27909937 0 0 0 0 9745002 10486240 0 0 0 27642569 18368963 37387571 28855203 5437523 -945266 44369581 42506670 20731800 20494305 23637781 22012365 To be the leading organization in North America enabling equipment manufacturers to be successful in the global market place. 0 0 13327432 6698851 Member Services including educational resources, public promotion, and other trade association services on a global basis for companies that manufacture equipment and provide products and services used worldwide in the construction, agriculture, mining, forestry, materials-handling and utility industry. 14956647 20593995 Conduct expositions for members around the globe to promote the continued expansion and success of the equipment manufacturing industry. 466030 -168151 CONDUCT ASSOCIATION INITIATIVES TO IMPROVE THE SAFETY OF THE INDUSTRY AND FOSTER DEVELOPMENT AND GROWTH. 28750109 0 0 0 1 0 0 0 0 0 1 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 64 0 110 1 0 1 CH UK RS CI 0 0 0 0 X 20 20 0 0 0 0 1 0 1 1 1 0 0 0 1 0 0 0 1 1 1 1 1 IL X Renee Peters 4142984120 6737 West Washington Street Suite Milwaukee WI 53214 Austin Ramirez Director 1.00 X 0 0 0 Christopher Barnard Director 1.00 X 0 0 0 David Woods Director 1.00 X 0 0 0 Glen E Tellock Director 1.00 X 0 0 0 Goran Lindgren Director 1.00 X X 0 0 0 James A Wessing director 1.00 X 0 0 0 James Walker director 1.00 X X 0 0 0 Jeffrey Reed Director 1.00 X 0 0 0 Jerry Johnson Director 1.00 X 0 0 0 John Lagemann Director 1.00 X 0 0 0 John Patterson director 1.00 X X 0 0 0 Leif J Magnusson Director 1.00 X X 0 0 0 Michael Haberman director 1.00 X X 0 0 0 Richard A Patek Director 1.00 X X 0 0 0 RICHARD M Goldsbury Director 1.00 X 0 0 0 Robert B Charter Director 1.00 X 0 0 0 Robert Crain Director 1.00 X 0 0 0 Ronald M DeFeo Director 1.00 X 0 0 0 Scott Jenkins Director 1.00 X 0 0 0 Wilson Jones Director 1.00 X 0 0 0 Dennis J Slater AEM President & Secretary 50.00 X 612855 0 32772 Renee Peters CFO 50.00 X 200008 0 14816 Albert Cervero Vice President 50.00 X 273571 0 34182 Anne Luke resigned Dec 2015 VP Government Affairs 50.00 X 330325 0 22986 Charles O'Brien VP Agricultural Services 50.00 X 307402 0 23476 Megan Tanel VP Exhibitions & Events 50.00 X 274071 0 22384 Nick Yaksich VP Global Public Policy 50.00 X 298278 0 13303 2296510 0 163919 18 0 1 0 Global Experience Specialists Inc 7000 Lindell Road Las Vegas NV 89118 Event Marketing and services 2661255 Hargrove & Associates 100 N 6th Street Suite 306B Minneapolis MN 55403 Data Processing 1112913 Marek Group W22N821 Westmound Drive Waukesha WI 53186 Printing 573346 Whitnall Summit Co LLC CO Siegel-Gal 252 East Highland Avenue Milwaukee WI 53202 Office Rent 512915 The Ritz-Carlton Key Biscayne 455 Grand Bay Drive Key Bicayne FL 33149 Hotel & Meeting Space 458473 25 Expositions 900099 20599748 20599748 Membership Dues 900099 4671304 4671304 Safety Manuals 900099 1195643 1195643 Membership Activities 900099 826156 826156 27292851 493008 493008 162206 38128 124078 124078 124078 27909937 6693103 0 21216834 812863 7349285 739255 1026946 557891 38016 770639 895300 4800079 696405 328632 Expositions 7407062 SALES AGENTS COMMUSSION 768572 Printing & Publications 655235 Dues & Subscriptions 588423 1420600 28855203 694940 142167 6277198 5790420 1029700 1801945 279000 188660 153619 147038 1324570 330458 2625291 1303236 1068025 1322055 24793416 24603317 8749113 8180610 44369581 42506670 2225612 2869300 4839963 5084778 13666225 12540227 20731800 20494305 X 23637781 22012365 23637781 22012365 44369581 42506670 X -945266 -747220 67070 X 0 1 X 1 0 0 0 0 4671304 839992 839992 812475 27517 270973 54346 216627 2354318 1248890 1105428 1322055 Other assets 862431 WOA Joint venture 80874 IFPE Joint venture 112558 Trademark & Logo 6509297 Investment in bC India 615450 8180610 Other liabilities 894460 Accrued Retirement 3625301 ICAG Cooperation Agreement 7357816 Deferred Compensation 662650 12540227 27124701 -747220 -747220 27871921 38016 38016 27909937 28750117 -67070 -67070 28817187 38016 38016 28855203 Part XII, Line 2d - Other Adjustments: UNREALIZED GAIN/LOSS ON PROFIT SHARING -67,070. East Asia and the Pacific 1 3 Program Services Cost of main operations, taxes and surcharges and general and administrative expenses. 386992 South Asia 1 1 Program Services Trade show - AEM co-owns and co-manages the international show and handles international exhibits. 7704 RUSSIA AND THE NEWLY INDEPENDENT COUNTRIES 1 0 Program Services TRADE SHOW PARTICIPATES IN A RUSSIAN CONSTRUCTION TRADESHOW; HOWEVER, ACTIVITIES CEASED AND WERE CLOSED IN APRIL 2016. 14974 South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, 1 1 Program Services Tradeshow in Chile in 2015; Conference in Peru in 2016 2497064 Sub-Saharan Africa 1 1 Program Services Trade show - AEM co-owns and co-manages the international show and handles international exhibits. 39920 5 6 0 0 5 6 2946654 0 2946654 1 0 1 0 0 0 X 1 1 X X X X 0 0 0 Dennis J Slater AEM President & Secretary 474573 0 138282 0 0 0 14961 0 17811 0 645627 0 0 0 Renee Peters CFO 162508 0 37500 0 0 0 0 0 14816 0 214824 0 0 0 Albert Cervero Vice President 221898 0 51673 0 0 0 17091 0 17091 0 307753 0 0 0 Anne Luke resigned Dec 2015 VP Government Affairs 257720 0 72605 0 0 0 0 0 22986 0 353311 0 0 0 Charles O'Brien VP Agricultural Services 249324 0 58078 0 0 0 0 0 23476 0 330878 0 0 0 Megan Tanel VP Exhibitions & Events 203767 0 70304 0 0 0 0 0 22384 0 296455 0 0 0 Nick Yaksich VP Global Public Policy 243142 0 55136 0 0 0 10062 0 3241 0 311581 0 0 0 Part I, Line 1b Travel costs incurred for management staff spouses attending selected association functions is included in the staff memeber's compensation and is grossed-up for federal and state personal income tax costs. Form 990, Part VI, Section A, line 6 Prospects are reviewed by AEM membership department staff for qualification based on AEM membership criteria established by association by-laws. Applicants submit application and payment upon authorization. All new member applications are reviewed by the AEM membership committee, processing takes approximately 15 business days. Upon acceptance based on simple majority of the membership committee, an e-mail notification is sent to the new member along with permission to access to all membership services. Internal communications to all staff of all new members occurs monthly. Form 990, Part VI, Section A, line 7b Members approve the association by-laws and any changes to the by-laws. The Board of Directors operates within the authority provided by the by-laws. Any actions not authorized by the by-laws require member approval. Form 990, Part VI, Section B, line 11 The organization's form 990 is prepared by the accounting firm which conducts the audit for the organization. The Form 990 is sent to the CFO for review prior to the filing of the form. Form 990, Part VI, Section B, line 15 The compensation committee (Immediate Past Chairman, Chairman, Vice Chairman, Second Vice Chairman and the Treasurer) meets annually to review the compensation of the senior staff. The AEM President recommends the annual compensation levels for the senior staff and based on this recommendation and a review of individual performance the compensation committee establishes the compensation of the senior management group. Form 990, Part VI, Section C, line 19 Available upon request. Form 990, Part XI, line 9: UNREALIZED GAIN/LOSS ON PROFIT SHARING 67,070. AEM SERVICES LLC 6737 W Washington Ave Suite 2400 Milwaukee WI 53214 271167693 Program Services - Trade Show Services IL 373514 790681 Association of Equipment Manufacturers AEM Education Foundation 6737 W Washington Street Suite 2400 Milwaukee WI 53214 363512436 Education IL 501(c)(3) Line 2 Association of Equipment Manufacturers 1 bC Expo India Private Limited 23 Deccan Court SV Road Bandra Mumbai Maharshtra IN Trade shows IN AEM Services LLC C 9449 217456 0.35000 1 AEM Exhibition Services Beijing Co Ltd Suite 458 New Century Hotel Officer Beijing CH Trade Shows CH AEM C -163316 360141 1.00000 1 AEM Global LLC 121099 Smolenskaya Square Bld 3 Moscow RS trade shows RS aeM C 1.00000 1 AEM Chile - SpA Padre Mariano 272 Oficina 602 Povidencia Santiago CI Trade shows CI AEM C -52793 1772991 1.00000 1 BC Expo South Africa Proprietary Limited Stonemill Office Park Cresta, Johannesburg SF trade shows SF AEM Services LLC C 24437 484400 0.35000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 AEM Chile SpA P 356703 fmv AEM Chile SpA P 784857 fmv