GLOBAL BUSINESS ALLIANCE INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- GLOBAL BUSINESS ALLIANCE INC (EIN 13-3218529)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-22
- IRS object ID
- 201222969349301052
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-22T20:28:59-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4250 N FAIRFAX DRIVE SUITE 1020 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133218529 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORGANIZATION FOR INTERNATIONAL INVESTMENT INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ORGA | NameControl |
| Phone | 2026591903 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 19TH ST NW NO 501 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200362411 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NANCY MCLERNON | Name |
| Title | PRESIDENT & CEO | Title |
| Phone | 2026591903 | Phone |
| Date Signed | 2012-10-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JENNIFER M ALDRIDGE | Name |
| PTIN | P01337664 | PTIN |
| Phone | 5712279500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | NANCY MCLERNON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 19TH ST NW NO 501 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200362411 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3029546 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.OFII.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | DE | StateLegalDomicile |
| Activity Or Mission Description | TO REPRESENT U.S. SUBSIDIARIES OF COMPANIES HEADQUARTERED ABROAD | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 10 | TotalNbrEmployees |
| Total Nbr Volunteers | 10 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2692600 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3024680 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1992 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3597 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2694592 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3028277 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1074456 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1234603 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1583171 | OtherExpensePriorYear |
| Other Expenses Current Year | 1776023 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2657627 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3010626 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 36965 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 17651 | RevenuesLessExpensesCY |
| Total Assets BOY | 2060772 | TotalAssetsBOY |
| Total Assets EOY | 2609733 | TotalAssetsEOY |
| Total Liabilities BOY | 906967 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1438277 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1153805 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1171456 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | CREATED ALMOST THREE DECADES AGO, OFII IS A 501(C)(6) BUSINESS ASSOCIATION IN WASHINGTON D.C. REPRESENTING THE UNIQUE ISSUES OF U.S. SUBSIDIARIES OF COMPANIES HEADQUARTERED ABROAD. OFII'S MEMBER COMPANIES RANGE FROM MEDIUM-SIZED ENTERPRISES TO SOME OF THE LARGEST FIRMS IN THE UNITED STATES. OFII'S THREE-PART MANDATE IS AS FOLLOWS: -EDUCATE THE PUBLIC AND POLICY MAKERS ABOUT THE POSITIVE ROLE U.S. SUBSIDIARIES PLAY IN THE AMERICAN ECONOMY. -ENSURE U.S. SUBSIDIARIES ARE NOT DISCRIMINATED AGAINST IN STATE OR FEDERAL LAW. THIS INCLUDES MONITORING, REPORTING, AND LOBBYING.-PROVIDE PEER-TO-PEER FORUMS ON ISSUES UNIQUE TO U.S. SUBSIDIARIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | THE ORGANIZATION REPRESENTS THE INTERESTS OF ITS MEMBERS WITH RESPECT TO LEGAL AND ECONOMIC DEVELOPMENTS AFFECTING FOREIGN DIRECT INVESTMENT IN THE UNITED STATES. ALL MEMBERS ARE DOMESTIC SUBSIDIARIES OF FOREIGN-OWNED CORPORATIONS FROM VARIOUS EUROPEAN, WESTERN HEMISPHERE, AND ASIAN NATIONS. TO THIS END, THE ORGANIZATION MAINTAINS A (WASHINGTON, D.C.) OFFICE WITH SEVEN FULL-TIME EMPLOYEES (PRESIDENT & CEO, SENIOR DIRECTOR OPERATIONS & EVENTS, SENIOR DIRECTOR PUBLIC POLICY & GOVERNMENT AFFAIRS, DIRECTOR EXTERNAL AFFAIRS, COMMUNICATIONS DIRECTOR, MANAGER, COMMUNICATIONS & PROGRAM DEVELOPMENT, AND GOVERNMENT RELATIONS ASSOCIATE) AS WELL AS TWO - THREE FULL/PART-TIME EMPLOYEES (INTERNS), WHO ARE RESPONSIBLE FOR ADMINISTRATIVE AND RESEARCH MATTERS, AND ASSISTANCE WITH DISSEMINATION OF INFORMATION TO MEMBERS. MOST OF THE PROGRAM WORK IS PERFORMED BY OUTSIDE CONSULTANTS, WHO ARE ACCOUNTANTS, ATTORNEYS, OR ECONOMISTS. ADDITIONALLY, A SIGNIFICANT PORTION OF THE PRESIDENT'S TIME IS ALSO DEVOTED TO PROGRAM WORK. THIS WORK CONSISTS OF COLLECTING, ANALYZING, AND INFORMING MEMBERS ABOUT CURRENT LEGAL AND ECONOMIC ISSUES THAT AFFECT THEIR BUSINESS INTERESTS. PERIODIC CONFERENCES OF MEMBER REPRESENTATIVES ARE HELD TO DISCUSS THESE ISSUES, TO HEAR INVITED SPEAKERS ON RELATED TOPICS, AND TO ASSIST IN FORMULATION OF ACTION RECOMMENDATIONS TO MEMBERS. WHEN APPROPRIATE, POSITION PAPERS ARE PRESENTED AND PERSONAL REPRESENTATIONS ARE MADE TO MEMBERS OF CONGRESS, ADMINISTRATION PERSONNEL AT VARIOUS LEVELS, AND TO STATE LEGISLATIVE AND ADMINISTRATIVE PERSONNEL. THE ORGANIZATION REGULARLY FILES BRIEFS, PAPERS, AND TESTIMONY WITH THESE BODIES EXPRESSING THE VIEWS OF ITS MEMBERS ON PENDING TAX AND TRADE CASES THE OUTCOME OF WHICH MAY AFFECT THE INTERESTS OF ORGANIZATION MEMBERS.(1) VARIOUS REPRESENTATIONS WERE MADE TO OFFICIALS OF THE ADMINISTRATION AND CONGRESSIONAL STAFF CONCERNING THE EFFECT PROPOSED LEGISLATION WOULD HAVE ON VARIOUS TAX, INVESTMENT AND COMMUNICATION ISSUES AFFECTING MEMBERS; (2) VARIOUS PAPERS AND STUDIES WERE PREPARED BY OUTSIDE CONSULTANTS FOR DISSEMINATION TO MEMBERS AND THE PUBLIC OF CURRENT INVESTMENT, TAX AND COMMUNICATION ISSUES. SOME OF THESE STUDIES MAY BE USED TO INFORM CONGRESS, THE ADMINISTRATION AND GENERAL PUBLIC;(3) APPROXIMATELY FIFTY MEMBER MEETINGS AND CONFERENCE CALLS, AND FIVE TO SIX CONFERENCES AND SEMINARS WERE HELD TO DISCUSS TAX, INVESTMENT AND COMMUNICATIONS ISSUES AFFECTING MEMBERS. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 1 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 14 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 10 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | DE | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION CO MONICA COATES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2026591903 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 19TH ST NW NO 501 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200362411 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| ALDEN SONANDER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ALEXANDER SPITZER | |||||||
| SECRETARY/TREASURER | 1.00 | X | 0 | 0 | 0 | X | |
| CLINT EISENHAUER | |||||||
| CHAIR, GOVERNMENT AFFAIRS COMMITTEE | 1.00 | X | 0 | 0 | 0 | X | |
| DAN HILL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DAVID DRAKE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DAVID LUSTIG | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DAVID STRYKER | |||||||
| CHAIRMAN OF THE BOARD | 1.00 | X | 0 | 0 | 0 | X | |
| FAYE POLAYES | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| FRANK POMER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GARY HICKMAN | |||||||
| CHAIR, TAX COMMITTEE AND VICE CHAIR OF THE BOARD | 1.00 | X | 0 | 0 | 0 | X | |
| GREG STAY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| HUGH SPINKS | |||||||
| VICE CHAIR, TAX COMMITTEE | 1.00 | X | 0 | 0 | 0 | X | |
| JAKE JONES | |||||||
| VICE CHAIR, GOVERNMENT AFFAIRS COMMITTEE | 1.00 | X | 0 | 0 | 0 | X | |
| JANICE LUCCHESI | |||||||
| CHAIRWOMAN EMERITUS | 1.00 | X | 0 | 0 | 0 | X | |
| JOANN PICCOLO | |||||||
| CHAIR, COMMUNICATIONS COMMITTEE | 1.00 | X | 0 | 0 | 0 | X | |
| JOSEPH SAMORA | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KAPIL SHARMA | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KAREN HALBY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| NANCY GARDNER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PATRICIA SHERMAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PATRICK MCLAIN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PETER LEFKIN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RICH MERSKI | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD CAMPBELL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROBBERT KAUFMAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| STEVE EVERED | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| TONI HARRINGTON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| WILLY SCHERF | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| NANCY MCLERNON | |||||||
| PRESIDENT & CEO | 40.00 | 350349 | 0 | 56576 | X | ||
| JOHN LETTIERI | |||||||
| SENIOR DIRECTOR, PUBLIC POLICY & GOVERNMENT AFFAIR | 40.00 | 181643 | 0 | 43694 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 531992 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 100270 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| PATTON BOGGS | |||||
| 2550 M STREET NW | WASHINGTON | DC | 20037 | TAX/PUBLIC POLICY CONSULTING | 145000 |
| MATTHEW SLAUGHTER | |||||
| 10 BRIDGMAN ROAD | HANOVER | NH | 03755 | CONSULTING/RESEARCH & DEVELOPMENT OF POS | 102309 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | 1650450 | 1650450 |
| ANNUAL DINNER | 900099 | 712430 | 712430 |
| CONFERENCES | 900099 | 534300 | 534300 |
| INFASTRUCTURE PROJECT | 900099 | 127500 | 127500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3024680 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4666 | TotalRevenueColumn |
| Exclusion | $4,666 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 200 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 1269 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -1069 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1069 | TotalRevenueColumn |
| Exclusion | -$1,069 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3028277 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3024680 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $3,597 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 632263 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 440440 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66916 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36624 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58360 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 468261 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87759 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40034 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155801 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35486 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 624104 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27589 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| COMMUNICATIONS | 123703 |
| ECONOMIC STUDIES | 120000 |
| INTERNS | 36627 |
| MEALS AND REPRESENTATIO | 30239 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26420 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3010626 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1788217 | BOY |
| EOY | 2354194 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126597 | BOY |
| EOY | 119550 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45535 | BOY |
| EOY | 57280 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 213052 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 144722 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90044 | BOY |
| EOY | 68330 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10379 | BOY |
| EOY | 10379 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2060772 | BOY |
| EOY | 2609733 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 179392 | BOY |
| EOY | 246066 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 727575 | BOY |
| EOY | 1192211 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 906967 | BOY |
| EOY | 1438277 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1153805 | BOY |
| EOY | 1171456 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1153805 | BOY |
| EOY | 1171456 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2060772 | BOY |
| EOY | 2609733 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 17651 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 1 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 0 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 0 | AgreeToCarryoverPriorYear |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 133058 | OtherCostOrOtherBasis |
| Depreciation | 84270 | Depreciation |
| Book Value | 48788 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 79994 | OtherCostOrOtherBasis |
| Depreciation | 60452 | Depreciation |
| Book Value | 19542 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 68330 | TotalOfBookValueLandBuildings |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NANCY MCLERNON | |||||||||||||
| 240240 | 0 | 96096 | 0 | 14013 | 0 | 36750 | 0 | 19826 | 0 | 406925 | 0 | 0 | 0 |
| JOHN LETTIERI | |||||||||||||
| 139725 | 0 | 41918 | 0 | 0 | 0 | 27246 | 0 | 16448 | 0 | 225337 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | ALL STAFF EMPLOYEES WHO ELECT TO HAVE A GYM MEMBERSHIP RECEIVE 50% PAYMENT OF THE ANNUAL COST. |
| PART I, LINE 1B | AVAILABLE TO ALL STAFF EMPLOYEES AT HIRE. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE SHALL BE COMPRISED OF THE CHAIRMAN OF THE BOARD, THE CHAIRMAN-EMERITUS, THE SECRETARY/TREASURER, AND THE CHAIRS OF THE STANDING COMMITTEES. THE EXECUTIVE COMMITTEE SHALL EXERCISE SUCH POWERS AS SHALL BE DELEGATED TO THEM BY THE BOARD OF DIRECTORS AND, SUBJECT TO RATIFICATION BY THE BOARD, BE EMPOWERED TO ACT IN THE NAME OF THE MEMBERSHIP BETWEEN MEETINGS OF THE BOARD. SPECIFIC DUTIES OF THE EXECUTIVE COMMITTEE: CHAIRMAN OF THE BOARD - THE CHAIRMAN OF THE BOARD MAY PERFORM SUCH OFFICES AS SHALL BE REQUESTED FROM TIME TO TIME BY THE BOARD OF DIRECTORS. THE CHAIRMAN SHALL PRESIDE AT MEETINGS OF THE MEMBERS AND OF THE BOARD OF DIRECTORS. HE OR SHE SHALL ALSO, AT OTHER MEETINGS OF THE CORPORATION AND AT SUCH OTHER TIMES AS HE OR SHE DEEMS PROPER, COMMUNICATE TO THE CORPORATION OR TO THE BOARD SUCH MATTERS AND MAKE SUCH SUGGESTIONS AS MAY, IN HIS OR HER OPINION, TEND TO PROMOTE AND INCREASE THE USEFULNESS OF THE CORPORATION TO MEMBERS AND SHALL PERFORM SUCH OTHER DUTIES AS ARE INCIDENT TO THE OFFICE OF THE CHAIRMAN OF THE BOARD. THE VICE CHAIRMAN OF THE BOARD SHALL ASSIST THE CHAIRMAN OF THE BOARD IN FULFILLING HIS OR HER DUTIES. THE VICE CHAIRMAN SHALL PERFORM THE DUTIES OF THE CHAIRMAN IN CASE OF ABSENCE OR INABILITY TO ACT FROM ANY CAUSE OF THE CHAIRMAN. THE VICE CHAIRMAN MAY ALSO SERVE IN ANOTHER CAPACITY ON THE EXECUTIVE COMMITTEE (I.E. AS A COMMITTEE CHAIR OF A STANDING COMMITTEE OR SECRETARY/TREASURER). THE CHAIRMAN -EMERITUS SHALL BE A MEMBER OF THE EXECUTIVE COMMITTEE AUTOMATICALLY FOR THE TWO YEAR PERIOD IMMEDIATELY FOLLOWING HIS OR HER TERM AS CHAIRMAN OF THE BOARD. IN CASE OF ABSENCE OR INABILITY TO ACT FROM ANY CAUSE OF THE CHAIRMAN OF THE BOARD, THE CHAIRMAN -EMERITUS SHALL PERFORM THE DUTIES OF THE CHAIRMAN. SECRETARY/TREASURER - THE TREASURER SHALL OVERSEE THE COLLECTION AND ACCOUNTING OF ALL MONIES RECEIVED AND EXPENDED FOR THE USE OF THE CORPORATION. THE TREASURER SHALL MAKE A REPORT AT THE ANNUAL MEETINGS OF THE BOARD OR AT SUCH OTHER TIMES AS CALLED UPON BY THE CHAIRMAN OF THE BOARD. THE SECRETARY SHALL BE HOLDER OF THE CORPORATION'S SEAL. | |
| FORM 990, PART VI, SECTION A, LINE 6 | OFII HAS ONE LEVEL OF MEMBERSHIP FOR ALL MEMBER COMPANIES. | |
| FORM 990, PART VI, SECTION A, LINE 7A | AS STATED IN THE OFII BYLAWS: SECTION 1. NUMBER AND QUALIFICATIONS. THE PROPERTY, AFFAIRS, ACTIVITIES, AND CONCERNS OF THE CORPORATION SHALL BE VESTED IN BOARD OF DIRECTORS, CONSISTING OF A NUMBER OF DIRECTORS TO BE FIXED BY THE MEMBERS OR BY THE BOARD, PROVIDED THAT SUCH NUMBER SHALL BE NOT LESS THAN SIX (6) NOR GREATER THAN THIRTY (30). A DIRECTOR MUST BE EMPLOYED BY A MEMBER OR ONE OF ITS AFFILIATES. THERE SHALL BE NO MORE THAN ONE DIRECTOR FROM THE SAME AFFILIATED GROUP OF COMPANIES. A DIRECTOR IS ELECTED IN THEIR INDIVIDUAL CAPACITY AND NOT AS A REPRESENTATIVE OF THE MEMBER. SECTION 2. ELECTION OF DIRECTORS AND TERM. THE DIRECTORS AND EXECUTIVE COMMITTEE OFFICERS SHALL BE ELECTED BY THE ENTIRE MEMBERSHIP EVERY TWO YEARS BY BALLOT SENT TO THE DUES CONTACT AT EACH MEMBER COMPANY. THE BOARD SHALL ELECT BY MAJORITY VOTE A NOMINATING COMMITTEE EVERY TWO YEARS TO MAKE RECOMMENDATIONS FOR A SLATE OF DIRECTORS. DIRECTORS MUST THEN BE ELECTED BY A MAJORITY OF THE MEMBERSHIP. IF A MAJORITY OF MEMBERS ENDORSE THE NOMINATING COMMITTEE'S RECOMMENDATIONS, THE DIRECTORS OF THE BOARD ARE ELECTED. DIRECTORS SHALL, UPON ELECTION, IMMEDIATELY ENTER UPON THE PERFORMANCE OF THEIR DUTIES AND, SUBJECT TO THE OTHER SECTIONS IN THIS ARTICLE V, SHALL CONTINUE IN OFFICE UNTIL THEIR SUCCESSORS SHALL BE DULY ELECTED. | |
| FORM 990, PART VI, SECTION A, LINE 8B | OFII COMMITTEES DO NOT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. ANYTHING DISCUSSED AT COMMITTEE MEETINGS HAS TO GO THROUGH BOARD APPROVAL. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS REVIEWED BY THE PRESIDENT AND SECRETARY/TREASURER. IT IS MADE AVAILABLE TO THE BOARD UPON REQUEST. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL EMPLOYEES AND BOARD MEMBERS ARE SUBJECT TO THE CONFLICT OF INTEREST POLICY. THE ORGANIZATION'S ETHICS AGREEMENT IS SIGNED BY ALL EMPLOYEES AND BOARD MEMBERS IN DECEMBER OF EACH YEAR AND IS KEPT ON FILE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | OFII USES COMPARABILITY DATA AND USES A COMPENSATION COMMITTEE (SAME AS BOARD OF DIRECTORS) FOR DETERMINING COMPENSATION OF OFFICERS AND KEY EMPLOYEES. THE LAST TIME THIS PROCESS WAS USED WAS IN NOVEMBER AND DECEMBER 2011 AS AN AID IN DETERMING STAFF PAY INCREASES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | OFII DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. | |
| FORM 990, PART XII, LINE 2C | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | OVERSIGHT OF INDEPENDENT ACCOUNTANT |
| FORM 990, PART III, LINE 1 | CREATED ALMOST THREE DECADES AGO, OFII IS A 501(C)(6) BUSINESS ASSOCIATION IN WASHINGTON D.C. REPRESENTING THE UNIQUE ISSUES OF U.S. SUBSIDIARIES OF COMPANIES HEADQUARTERED ABROAD. OFII'S MEMBER COMPANIES RANGE FROM MEDIUM-SIZED ENTERPRISES TO SOME OF THE LARGEST FIRMS IN THE UNITED STATES. OFII'S THREE-PART MANDATE -EDUCATE THE PUBLIC AND POLICY MAKERS ABOUT THE POSITIVE ROLE U.S. SUBSIDIARIES PLAY IN THE AMERICAN ECONOMY. OFII WORKS TO EDUCATE POLICY MAKERS AND THE PUBLIC ABOUT THE IMPORTANT CONTRIBUTIONS U.S. SUBSIDIARIES MAKE TO THE AMERICAN ECONOMY. OFII IS A CLEARINGHOUSE FOR STATISTICAL INFORMATION (BOTH GOVERNMENT AND PRIVATE DATA) ON THE ROLE OF INTERNATIONAL INVESTMENT IN THE UNITED STATES. OFII FREQUENTLY COMMISSIONS ITS OWN REPORTS TO HELP HIGHLIGHT U.S. SUBSIDIARIES' BENEFITS. -ENSURE U.S. SUBSIDIARIES ARE NOT DISCRIMINATED AGAINST IN STATE OR FEDERAL LAW. WHEN U.S. SUBSIDIARIES ARE UNDER THREAT IN THE U.S. LEGISLATIVE OR REGULATORY PROCESS, OFII IS AN AGGRESSIVE AND EFFECTIVE ADVOCATE FOR FAIR, NON-DISCRIMINATORY TREATMENT. WITH OVER 160 MEMBER COMPANIES, OFII HAS A CONSTITUENT RELATIONSHIP WITH A NUMBER OF POLITICIANS IN AMERICA. OFII'S EFFORTS TO ENSURE NON-DISCRIMINATORY TREATMENT FOR U.S. SUBSIDIARIES RELY ON A NUMBER OF ACTIVITIES: - MONITORING - OFII'S STAFF AND TEAM OF EXPERTS CLOSELY TRACKS POLICY AND POLITICAL DEVELOPMENTS OF IMPORTANCE TO U.S. SUBSIDIARIES; - REPORTING - OFII INFORMS MEMBERS ABOUT ISSUES THAT MAY AFFECT THEIR U.S. OPERATIONS. THIS TIMELY AND THOROUGH INFORMATION HELPS MEMBER COMPANIES UNDERSTAND THE IMPACT OF A PARTICULAR POLICY PROPOSAL ON THEIR BUSINESS. - LOBBYING - WHEN AN ISSUE IS TARGETED FOR OFII ACTION, A STRATEGY IS DEVELOPED AND CARRIED OUT FOR MODIFYING THE LEGISLATIVE AND/OR REGULATORY PROPOSALS. -PROVIDE PEER-TO-PEER FORUMS ON ISSUES UNIQUE TO U.S. SUBSIDIARIES. EVEN THOUGH PARTICIPANTS REPRESENT COMPANIES IN A VARIETY OF INDUSTRIES, SENIOR EXECUTIVES GAIN WORTHWHILE INSIGHT FROM TALKING WITH COLLEAGUES ABOUT THEIR DISTINCT RESPONSIBILITIES AT U.S. SUBSIDIARIES. THESE CONFERENCES ALSO HELP OFII TO FOCUS ON ISSUES IDENTIFIED IN THESE DISCUSSIONS AS MOST CRITICAL TO THE BUSINESS OF OUR MEMBER COMPANIES. CURRENTLY, OFII HOLDS ANNUAL CONFERENCES FOR CEOS, GENERAL COUNSEL, SENIOR TAX, CFOS AND COMMUNICATIONS EXECUTIVES. | ORGANIZATION'S MISSION (EXPANDED DESCRIPTION) |
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