2015-11-10T16:42:39-06:00 2014-12-31 420714325 RSM US LLP 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 208787340 990 2014-01-01 521802251 AMERICAN FOREST AND PAPER ASSOCIATION INC AMER 2024632700 1101 K STREET NW NO 700 WASHINGTON DC 20005 SAMUEL KERNS CFO 2024632700 2015-11-10 1 WILLIAM E TURCO CPA P00369217 3012963600 2014 2016-03-07 17:11:31Z SAMUEL KERNS 1101 K STREET NW NO 700 WASHINGTON DC 20005 27039898 0 X WWW.AFANDPA.ORG X 1993 DE ADVANCE A SUSTAINABLE U.S. PULP, PAPER, PACKAGING AND WOOD PRODUCTS MANUFACTURING INDUSTRY THROUGH FACT-BASED PUBLIC POLICY AND MARKETPLACE ADVOCACY. 28 28 65 29 0 0 0 0 24643136 25648941 76968 157688 875961 1163105 25596065 26969734 31999 88171 0 0 15493135 17000725 0 0 0 9700409 10299002 25225543 27387898 370522 -418164 14416362 14689975 5481932 6232509 8934430 8457466 ADVANCE A SUSTAINABLE U.S. PULP, PAPER, PACKAGING AND WOOD PRODUCTS MANUFACTURING INDUSTRY THROUGH FACT-BASED PUBLIC POLICY AND MARKETPLACE ADVOCACY. 0 0 POLICY:ADVOCACY EFFORTS EXECUTED BY AF&PA AT THE INTERNATIONAL, NATIONAL, STATE AND MUNICIPAL LEVEL IN PURSUIT OF PUBLIC POLICIES THAT ADVANCE THE INTERESTS OF AF&PA MEMBER COMPANIES. SPECIAL PROJECTS AND ASSESSMENTS: ADVOCACY EFFORTS BY RELATED PARTIES WHICH ARE FINANCIALLY SUPPORTED BY AF&PA TOGETHER WITH COALITION PARTNERS IN PURSUIT OF PUBLIC POLICIES THAT ADVANCE THE INTERESTS OF AF&PA MEMBER COMPANIES. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 76 0 1 65 1 0 0 0 0 0 0 X 28 28 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X SAMUEL KERNS 2024632700 1101 K STREET NW NO 700 WASHINGTON DC 20005 JOHN D WILLIAMS CHAIRMAN 1.00 X X 0 0 0 MARK R GARDNER FIRST VICE CHAIRMAN 1.00 X X 0 0 0 MARK W KOWLZAN SECOND VICE CHAIRMAN 1.00 X X 0 0 0 DAVID W SCHEIBLE IMMEDIATE PAST CHAIRMAN 1.00 X X 0 0 0 AUBRA H ANTHONY JR DIRECTOR 1.00 X 0 0 0 RAY C DILLON DIRECTOR 1.00 X 0 0 0 JOHN V FARACI DIRECTOR 1.00 X 0 0 0 MICHAEL B FITERMAN DIRECTOR 1.00 X 0 0 0 RICHARD C GARNEAU DIRECTOR 1.00 X 0 0 0 ROGER HAGAN DIRECTOR 1.00 X 0 0 0 JIM HANNAN DIRECTOR 1.00 X 0 0 0 WILLIAM B JOHNSON DIRECTOR 1.00 X 0 0 0 GEORGE D JONES III DIRECTOR 1.00 X 0 0 0 MATTHEW S KAPLAN DIRECTOR 1.00 X 0 0 0 JOHN A LUKE JR DIRECTOR 1.00 X 0 0 0 GEORGE F MARTIN JR PHD DIRECTOR 1.00 X 0 0 0 LINDA K MASSMAN DIRECTOR 1.00 X 0 0 0 JAMES W MORGAN DIRECTOR 1.00 X 0 0 0 F COLIN MOSELEY III DIRECTOR 1.00 X 0 0 0 DEBABRATA MUKHERJEE PHD DIRECTOR 1.00 X 0 0 0 DANTE C PARRINI DIRECTOR 1.00 X 0 0 0 DAVID J PATERSON DIRECTOR 1.00 X 0 0 0 JOHN ROONEY DIRECTOR 1.00 X 0 0 0 M JACK SANDERS DIRECTOR 1.00 X 0 0 0 MARK SUTTON DIRECTOR 1.00 X 0 0 0 ALLAN F TRINKWALD DIRECTOR 1.00 X 0 0 0 STEVEN C VOORHEES DIRECTOR 1.00 X 0 0 0 RUSSELL WANKE DIRECTOR 1.00 X 0 0 0 PETER G WATSON DIRECTOR 1.00 X 0 0 0 RICHARD ARNOLD DIRECTOR 1.00 X 0 0 0 FRANK A PAPA DIRECTOR 1.00 X 0 0 0 DONNA HARMAN PRESIDENT & CEO 40.00 X 1136781 0 67895 JANET POLING VP, GEN. COUNSEL & CORP. SECRETARY 40.00 X 323290 0 53388 SAMUEL C KERNS CFO 40.00 X 269431 0 45872 ELIZABETH BARTHELD VP, GOVERNMENT AFFAIRS 40.00 X 252795 0 32893 CATHY FOLEY VP, PAPER & STATISTICS 40.00 X 297450 0 53140 PAUL NOE VP, PUBLIC POLICY 40.00 X 330328 0 46135 CHARLES FUQUA EXEC DIRECTOR, COMMUNICATIONS 40.00 X 204010 0 56921 BRIAN HAWKINSON EXEC. DIRECTOR, RECOVERED FIBER 40.00 X 188810 0 40840 TIM HUNT SR DIRECTOR, AIR QUALITY PROGRAMS 40.00 X 260955 0 54540 STAN LANCEY CHIEF ECONOMIST 40.00 X 199201 0 19674 JERRY SCHWARTZ SR DIRECTOR, ENVIRONMENTAL POLICY 40.00 X 265522 0 56450 3728573 0 527748 31 0 1 0 FIBRE BOX ASSOCIATION PO BOX 92767 CHICAGO IL 60675 CONSULTING 638403 HUNTON & WILLIAMS PO BOX 405759 ATLANTA GA 30384 LEGAL 284609 VIGILANT 6285 SW SANDBURG STREET TIGARD OR 97223 CONSULTING 249724 HOLLAND & KNIGHT PO BOX 864084 ORLANDO FL 32886 LEGAL 229500 FRYELAW PLLC 1101 30TH ST NW 220 WASHINGTON DC 20007 LEGAL 222315 13 MEMBERSHIP DUES 900099 17098681 17098681 STRATEGIC ALLIANCES 900099 7525202 7525202 MEETINGS 900099 559748 559748 PROPOSITION 65 LICENSI 900099 270310 270310 COALITION 900099 195000 195000 25648941 157688 157688 70164 70164 0 0 434002 0 434002 434002 AFFILIATE SERVICES 900099 382435 382435 OTHER REVENUE 900099 346668 346668 729103 26969734 26082943 0 886791 16500 71671 2909398 11035944 835223 1399258 820902 832918 43668 1101871 10910 2726570 67458 656665 198873 1507840 402509 542773 912559 139132 DUES/SUBSCRIPTIONS 580598 COALITIONS 302451 COMMUNICATIONS DEVELOPM 272207 27387898 4118864 4754562 500150 500246 1025721 1043962 17194 7975 770032 610352 7139248 3107432 4630875 4031816 2643895 2739983 709631 1001079 14416362 14689975 1803092 1263208 394685 361331 3284155 4607970 5481932 6232509 X 8934430 8457466 8934430 8457466 14416362 14689975 X -418164 -50595 -8205 X 0 1 X 1 0 0 0 1 17098681 2585532 80510 2666042 2694567 -28525 4232257 7097289 87978 7912244 3505280 3723900 3960871 456399 3908913 4232257 3299472 3604826 229881 3410279 3723900 2916382 3474383 -45127 3046166 3299472 2851210 5409507 185032 5529367 2916382 1.00000 0 0 2939589 298995 2640594 4199659 2808437 1391222 4031816 DUE FROM STRATEGIC ALLIANCES 1001079 1001079 ACCRUED POSTRETIREMENT BENEFITS 420108 DEFERRED LEASE INCENTIVES 4013267 RENT DEPOSITS 154059 DUE TO STRATEGIC ALLIANCE 20536 4607970 X 26989303 -50595 -50595 27039898 -70164 -70164 26969734 27458062 70164 70164 27387898 0 27387898 PART V, LINE 4: BOARD DESIGNATED NET ASSETS IS MADE UP OF FOLLOWING: RESERVE FUND: THIS FUND IS UTILIZED TO PROVIDE FOR AN OPERATING RESERVE FOR THE ASSOCIATION AND TO FUND THE ASSOCIATION'S PROGRAMS AS DIRECTED BY THE BOARD OF DIRECTORS. SPECIAL PROJECTS AND ASSESSMENTS: THESE FUNDS WERE ESTABLISHED BY THE BOARD OF DIRECTORS TO TRACK THE ACTIVITY OF SPECIAL ASSESSMENTS AND SPECIAL PROJECTS WHICH WERE BILLED TO THE MEMBERS OR AFFILIATED ORGANIZATIONS. PART X, LINE 2: THE ASSOCIATION IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. INCOME, WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO INCOME TAXES. THE ASSOCIATION HAD NO NET UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2014 AND 2013. THE ASSOCIATION FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ASSOCIATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE ASSOCIATION'S TAX POSITIONS AND CONCLUDED THAT THE ASSOCIATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, THE ASSOCIATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2011. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON LINE 6B -70,164. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON LINE 6B 70,164. 1 THE FUND FOR AMERICAN STUDIES 1706 NEW HAMPSHIRE AVE NW WASHINGTON DC 20009 136223604 501(C)(3) 7500 SUPPORT 1 SCHOLARSHIPS 62 71671 PART I, LINE 2: CONTRIBUTIONS: TO SUPPORT OF A PROGRAM RELATED TO OUR INDUSTRY AND USUALLY RECOMMENDED BY ONE OF AF&PA'S VICE PRESIDENTS. SCHOLARSHIPS: THE PAPERBOARD PACKAGING ALLIANCE AWARDS SCHOLARSHIPS TO STUDENTS PER QUALIFYING SCHOOL EACH SEMESTER. SCHOOLS MUST PARTICIPATE IN THE STUDENT DESIGN CHALLENGE AND STUDENTS MUST BE A JUNIOR OR SENIOR IN GOOD ACADEMIC STANDING (MIN. 3.0 GPA), HAVE A FINANCIAL NEED AND BE PURSUING A CONCENTRATION IN PACKAGING. X X 1 1 X X X X 0 0 0 DONNA HARMAN PRESIDENT & CEO 785196 0 190312 0 161273 0 23400 0 44495 0 1204676 0 0 0 JANET POLING VP, GEN. COUNSEL & CORP. SECRETARY 278905 0 41805 0 2580 0 23400 0 29988 0 376678 0 0 0 SAMUEL C KERNS CFO 233491 0 34763 0 1177 0 23400 0 22472 0 315303 0 0 0 ELIZABETH BARTHELD VP, GOVERNMENT AFFAIRS 222063 0 30302 0 430 0 22058 0 10835 0 285688 0 0 0 CATHY FOLEY VP, PAPER & STATISTICS 256706 0 38296 0 2448 0 23400 0 29740 0 350590 0 0 0 PAUL NOE VP, PUBLIC POLICY 286475 0 42473 0 1380 0 23400 0 22735 0 376463 0 0 0 CHARLES FUQUA EXEC DIRECTOR, COMMUNICATIONS 188613 0 14760 0 637 0 19181 0 37740 0 260931 0 0 0 BRIAN HAWKINSON EXEC. DIRECTOR, RECOVERED FIBER 174154 0 13067 0 1589 0 16982 0 23858 0 229650 0 0 0 TIM HUNT SR DIRECTOR, AIR QUALITY PROGRAMS 235146 0 23568 0 2241 0 23400 0 31140 0 315495 0 0 0 STAN LANCEY CHIEF ECONOMIST 190373 0 5000 0 3828 0 17411 0 2263 0 218875 0 0 0 JERRY SCHWARTZ SR DIRECTOR, ENVIRONMENTAL POLICY 237981 0 24029 0 3512 0 23400 0 33050 0 321972 0 0 0 PART I, LINE 1A DONNA HARMAN RECEIVED TAXABLE SPOUSAL TRAVEL IN THE AMOUNT OF $1,343. DONNA HARMAN RECEIVED TAXABLE GROSS-UP PAYMENTS IN THE AMOUNT OF $67,792. FORM 990, PART I PART VI, AND PART VII, BOARD COUNT: A TOTAL OF THIRTY ONE PERSONS SERVED ON THE BOARD OF DIRECTORS DURING THE CALENDAR YEAR. THOSE THIRTY ONE ARE SHOWN IN PART VII OF FORM 990. AS OF DECEMBER 31, 2014 THERE WERE A TOTAL OF TWENTY EIGHT VOTING BOARD MEMBERS SERVING THE ORGANIZATION AS DISCLOSED IN PART VI, LINES 1A & 1B, AND PART I, LINES 3 & 4. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBER COMPANIES FROM THE FOREST PRODUCTS AND PAPER INDUSTRIES. FORM 990, PART VI, SECTION A, LINE 7A EACH COMPANY MEMBER OF THE ASSOCIATION IN GOOD STANDING SHALL BE ENTITLED TO ONE (1) VOTE. MEMBERS MAY BE REPRESENTED AT ANY MEETING BY PROXY DESIGNATED IN WRITING. A MAJORITY VOTE OF THE MEMBERS, A QUORUM BEING PRESENT IN PERSON OR BY PROXY, SHALL BE NECESSARY FOR THE ADOPTION OF ANY MATTER VOTED ON AT ANY MEETING UNLESS A GREATER PROPORTION IS REQUIRED BY LAW OR IN THESE BYLAWS. NO PROXY SHALL BE VALID MORE THAN THREE (3) MONTHS AFTER ITS DATE OF EXECUTION. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND KEY EMPLOYEES ARE REQUIRED ANNUALLY TO REVIEW AND SIGN A CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS REVIEWED ANNUALLY WITH DATA FROM OUTSIDE INDEPENDENT CONSULTANTS TO COMPARABLE ORGANIZATIONS AND APPROVED BY THE COMPENSATION COMMITTEE. ORGANIZATION'S OFFICERS COMPENSATION IS BENCHMARKED FROM DATA BY OUTSIDE INDEPENDENT CONSULTANTS ON A REGULAR BASIS AND APPROVED BY THE COMPENSATION COMMITTEE ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 BY WRITTEN REQUEST THE DOCUMENTS ARE MADE AVAILABLE FOR VIEWING. FORM 990, PART XI, LINE 9: POSTRETIREMENT BENEFIT RELATED CHANGES -8,205.