2012-11-07T17:58:05-06:00 2011-12-31 521446779 JOHNSON LAMBERT LLP 700 SPRING FOREST ROAD STE 115 RALEIGH NC 27609 990 2011-01-01 131084330 NATIONAL ASSOCIATION OF MANUFACTURERS OF THE UNITED STATES OF AMERICA NATI 2026373000 733 10TH STREET NW WASHINGTON DC 20001 RICHARD KLEIN 2026373000 2012-11-07 1 9197196400 2011 2016-02-24 21:20:13Z X JAY TIMMONS 733 10TH STREET NW WASHINGTON DC 20001 37099465 0 X WWW.NAM.ORG X 1905 NY TO ENHANCE THE COMPETITIVENESS OF MANUFACTURERS BY SHAPING A LEGISLATIVE AND REGULATORY ENVIRONMENT CONDUCIVE TO US ECONOMIC GROWTH AND TO INCREASE UNDERSTANDING AMONG POLICYMAKERS, THE MEDIA AND THE GENERAL PUBLIC ABOUT THE VITAL ROLE OF MANUFACTURING TO AMERICA'S ECONOMIC FUTURE AND LIVING STANDARDS. 242 241 161 0 0 0 5866399 5193190 28800859 30066714 223393 291936 40589 6736 34931240 35558576 100000 0 0 0 18751986 18573338 0 0 0 15248926 13250340 34100912 31823678 830328 3734898 28078644 30396852 28255104 37254055 -176460 -6857203 X TO ENHANCE THE COMPETITIVENESS OF MANUFACTURERS BY SHAPING A LEGISLATIVE AND REGULATORY ENVIRONMENT CONDUCIVE TO US ECONOMIC GROWTH AND TO INCREASE UNDERSTANDING AMONG POLICYMAKERS, THE MEDIA AND THE GENERAL PUBLIC ABOUT THE VITAL ROLE OF MANUFACTURING TO AMERICA'S ECONOMIC FUTURE AND LIVING STANDARDS. 0 0 POLICY & EXTERNAL AFFAIRS DIVISION: REPRESENTS AND COORDINATES ASSOCIATION COMMITTEES, SUBCOMMITTEES, AND TASK FORCES ON REGULATORY AND LEGISLATIVE ISSUES. MARKETING & MEMBERSHIP DIVISION: RECRUITS AND RETAINS MEMBERS, COORDINATES MEMBER RELATIONS AT LOCAL AND NATIONAL LEVEL. HOLDS NUMEROUS MEETINGS, SELLS PUBLICATIONS TO MEMBERS AND NONMEMBERS. COMMUNICATION DIVISION: A CLEARINGHOUSE OF INFORMATION FOR MEMBERS, PUBLISHES NEWSLETTERS TO MEMBERS, AND MANAGES WEBSITE. 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 65 0 1 161 1 0 0 0 0 1 1 0 X 242 241 1 0 0 0 1 1 1 1 1 0 0 0 1 0 0 1 1 1 1 0 X TIMOTHY ROGERS 2026373000 733 10TH STREET NW WASHINGTON DC 20001 JOHN ENGLER 35.00 X X 535795 0 9800 JAY TIMMONS 35.00 X X 986663 0 259413 MARY ANDRINGA 1.00 X X 0 0 0 DOUGLAS R OBERHELMAN 1.00 X X 0 0 0 KARLA F AARON 1.00 X 0 0 0 NICHOLAS K AKINS 1.00 X 0 0 0 STAN A ASKREN 1.00 X 0 0 0 ALEX M AZAR 1.00 X 0 0 0 GREG BABE 1.00 X 0 0 0 BRENT BAGLIEN 1.00 X 0 0 0 TIMOTHY E BAILEY 1.00 X 0 0 0 MATT BARR 1.00 X 0 0 0 CHARLENE T BEGLEY 1.00 X 0 0 0 WILLIAM H BELDEN 1.00 X 0 0 0 BRADLEY BENSON 1.00 X 0 0 0 BRANDON BETHARDS 1.00 X 0 0 0 ROLF BIEKERT 1.00 X 0 0 0 BOB BLANKENHEIM 1.00 X 0 0 0 RONALD W BOLES 1.00 X 0 0 0 PAUL BORIS 1.00 X 0 0 0 GLENN E BOST 1.00 X 0 0 0 TOM BOTTS 1.00 X 0 0 0 GREGORY H BOYCE 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0 0 JACK M KRIESEL 1.00 X 0 0 0 KAREN L KUREK 1.00 X 0 0 0 STEVEN E KURMAS 1.00 X 0 0 0 AELRED J KURTENBACH 1.00 X 0 0 0 THOMAS R LALLA 1.00 X 0 0 0 MICHAEL LAMACH 1.00 X 0 0 0 ALAN F LAPOINT 1.00 X 0 0 0 THERESA K LEE 1.00 X 0 0 0 STEVEN F LEER 1.00 X 0 0 0 GERALD LETENDRE 1.00 X 0 0 0 W KIRK LIDDELL 1.00 X 0 0 0 TERRENCE G LINNERT 1.00 X 0 0 0 AL T LUBRANO 1.00 X 0 0 0 JOHN A LUKE 1.00 X 0 0 0 JOHN F LUNDGREN 1.00 X 0 0 0 ANTHONY J MADDALUNA 1.00 X 0 0 0 CHARLES A MARTIN 1.00 X 0 0 0 PETER MARTIN 1.00 X 0 0 0 GEORGE F MARTIN 1.00 X 0 0 0 SALVATORE MAURO 1.00 X 0 0 0 LINDA S MAYER 1.00 X 0 0 0 DONALD A MCCABE 1.00 X 0 0 0 CHARLES G MCCLURE 1.00 X 0 0 0 DUSTAN E MCCOY 1.00 X 0 0 0 DARRYL MCDONALD 1.00 X 0 0 0 MICHAEL W MCLANAHAN 1.00 X 0 0 0 STEWART G MCMILLAN 1.00 X 0 0 0 CHRIS E MCNEIL 1.00 X 0 0 0 ROBERT MEANEY 1.00 X 0 0 0 MARK A MEDLEY 1.00 X 0 0 0 DYKE F MESSINGER 1.00 X 0 0 0 JAMES S METCALF 1.00 X 0 0 0 JAMES MEYER 1.00 X 0 0 0 ALBERT R MILLER 1.00 X 0 0 0 SAMUEL J MITCHELL 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WILLIAMS 1.00 X 0 0 0 CAROL WILLIAMS 1.00 X 0 0 0 DELLA H WILLIAMS 1.00 X 0 0 0 MICHAEL WILSON 1.00 X 0 0 0 RON WOLL 1.00 X 0 0 0 CHRISTOPHER C WOMACK 1.00 X 0 0 0 JOHN K WOODWORTH 1.00 X 0 0 0 KAREN BUCHWALD WRIGHT 1.00 X 0 0 0 THOMAS YURA 1.00 X 0 0 0 RICHARD KLEIN 35.00 X 344481 0 15779 DANA COLE 35.00 X 225782 0 20769 ANN HEINS 35.00 X 406586 0 23614 ARIC NEWHOUSE 35.00 X 333843 0 23731 JEFF PIERCE 35.00 X 318577 0 28976 ERIN STREETER 35.00 X 219535 0 23559 LEANNE WILSON 35.00 X 207397 0 16791 CLIFF JOHNSON 35.00 X 285151 0 25285 FRANK VARGO 35.00 X 227050 0 14660 JEANNINE PIERCE 35.00 X 228756 0 15821 JIM PEPPE 35.00 X 223419 0 18118 DOROTHY COLEMAN 35.00 X 218502 0 27661 4761537 0 523977 52 0 1 0 TARGET ENTERPRISES LTD 16501 VENTURA BLVD STE 515 ENCINO CA 91436 MEDIA ADS & SERVICES 3800000 SIDLEY AUSTIN LLP 1501 K STREET NW WASHINGTON DC 20005 LEGAL SERVICES 570030 BINGHAM MCCUTCHEN LLP 2020 K STREET NW WASHINGTON DC 20006 LEGAL SERVICES 537469 COLORCRAFT OF VIRGINIA 22645 SALLY RIDE DR STERLING VA 20164 PRINTING & DESIGN 236967 KORNFERRY INTERNATIONAL 1700 K STREET NW WASHINGTON DC 20006 EXECUTIVE RECRUITING 167278 11 5193190 5193190 MEMBER DUES 900099 28827233 28827233 AFFILIATION FEES 900099 455424 455424 MEETINGS 900099 338842 338842 MEMBER PROGRAMS 900099 237634 237634 SPONSORSHIPS 900099 169500 169500 38081 38081 30066714 296991 296991 1535834 1540889 -5055 -5055 -5055 MISCELLANEOUS 900099 6736 6736 6736 35558576 29897214 0 468172 4001091 12090222 278888 1246396 956741 804682 55396 1431404 3904390 1032768 177869 2423479 977012 1060075 346620 216518 145107 SUBSCRIPTIONS 312268 MEMBERSHIP DUES 253182 TRAINING 59994 TAXES 19758 29818 31823678 8065854 10083809 1001807 5191001 1474483 875444 192362 161132 6136763 5847874 416509 288889 15337923 12653368 1589706 1143209 28078644 30396852 1067407 793469 14557672 15704588 12630025 20755998 28255104 37254055 X -3153413 -9855839 2976953 2998636 -176460 -6857203 28078644 30396852 X 3734898 -10415641 X 0 1 1 X 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 33722747 8181234 -286008 7895226 8093459 -198233 1133406 1113315 20091 5003357 4734559 268798 288889 DEFERRED RETIREMENT 2164783 ACCRUED POST-RETIREMENT BENEFIT 519395 ACCRUED COMPENSATION 2256335 ACCRUED PENSION LIABILITY 15815485 20755998 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: MANAGEMENT HAS CONCLUDED THAT THE ASSOCIATION HAS PROPERLY MAINTAINED ITS EXEMPT STATUS AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2011. X 1 1 X X X X X X 0 1 0 JOHN ENGLER 160795 0 375000 0 0 0 9800 0 0 0 545595 0 0 0 JAY TIMMONS 909719 0 76944 0 0 0 247791 0 11622 0 1246076 0 0 0 RICHARD KLEIN 298281 0 46200 0 0 0 14372 0 1407 0 360260 0 0 0 DANA COLE 193862 0 31920 0 0 0 13734 0 7035 0 246551 0 0 0 ANN HEINS 198219 0 161091 0 47276 0 16342 0 7272 0 430200 0 0 0 ARIC NEWHOUSE 307302 0 26541 0 0 0 19600 0 4131 0 357574 0 0 0 JEFF PIERCE 158056 0 160521 0 0 0 15209 0 13767 0 347553 0 0 0 ERIN STREETER 205235 0 14300 0 0 0 9291 0 14268 0 243094 0 0 0 LEANNE WILSON 155317 0 52080 0 0 0 10254 0 6537 0 224188 0 0 0 CLIFF JOHNSON 144214 0 140937 0 0 0 19600 0 5685 0 310436 0 0 0 FRANK VARGO 205162 0 21888 0 0 0 14660 0 0 0 241710 0 0 0 JEANNINE PIERCE 110920 0 117836 0 0 0 15821 0 0 0 244577 0 0 0 JIM PEPPE 103013 0 120406 0 0 0 3850 0 14268 0 241537 0 0 0 DOROTHY COLEMAN 197213 0 21289 0 0 0 15259 0 12402 0 246163 0 0 0 PART I, LINE 1A CEO IS PERMITTED TO TRAVEL FIRST CLASS. ALL BENEFITS ARE TAXABLE TO THOSE RECEIVING THEM. PART I, LINE 4B PART I, LINE 4B: JOHN ENGLER 457 PLAN $91,164 JAY TIMMONS 457 PLAN $250,000 FORM 990, PART VI, SECTION A, LINE 2 SINCE THE NAM'S BOARD IS OVER 200 AND ITS MEMBERS REPRESENT ALL TYPES OF MANUFACTURING FROM SMALL TO LARGE, WE ASSUME THAT DIRECTORS MAY HAVE FAMILY AND/OR BUSINESS RELATIONSHIPS WITH OTHER DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 THE DUES-PAYING MEMBERSHIP OF NAM HAVE THE RIGHT TO ELECT MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE DUES-PAYING MEMBERSHIP OF NAM HAVE THE RIGHT TO ELECT MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B BOARD DECISIONS ARE SUBJECT TO APPROVAL OF THE MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11 THE 2011 NAM IRS FORM 990 WAS PREPARED BY THE NAM CONTROLLER AND IN CONSULTATION WITH OUR ACCOUNTING FIRM. DRAFTS WERE REVIEWED AND APPROVED BY THE NAM CHIEF FINANCIAL OFFICER. THE ISSUE OF APPROPRIATE BOARD REVIEW WAS ADDRESSED BY THE CHAIRMAN AND VICE CHAIRMAN OF THE NAM BOARD. THEIR REVIEW TOOK INTO CONSIDERATION THE GOAL OF DISCLOSURE AND OVERSIGHT BY THE GOVERNING BODY CONSISTENT WITH THE INTENT AND SPIRIT IMPLIED IN QUESTION 11. IT WAS DECIDED THAT BECAUSE THE NAM BOARD CONSISTS OF OVER 200 MEMBERS, AND THAT THE FINANCE COMMITTEE PURSUANT TO THE NAM CONSTITUTION IS CHARGED WITH EXERCISING GENERAL SUPERVISION OVER THE FINANCIAL AFFAIRS OF THE ASSOCIATION, THAT THE FINANCE COMMITTEE SHOULD AND WOULD REVIEW THE 990. ACCORDINGLY, THE NAM FINANCE COMMITTEE DID RECEIVE AND REVIEW COPIES OF THE 2011 FORM 990 AND ACCOMPANYING SCHEDULES BEFORE IT WAS FILED AND THEN REPORTED THAT IT HAD DONE SO TO THE FULL BOARD. HOWEVER, PURSUANT TO THE SPECIFIC INSTRUCTIONS FOR THIS QUESTION, THE NAM HAS ANSWERED "NO". FORM 990, PART VI, SECTION B, LINE 15 THE NAM'S COMPENSATION COMMITTEE, MADE UP OF BOARD MEMBERS, ANNUALLY DETERMINES THE CEO'S COMPENSATION. THE PROCESS INCLUDES REVIEWING DATA FROM OTHER LIKE ASSOCIATIONS, THIRD PARTY CONSULTANTS AND OTHER INDUSTRY DATA. THE COMMITTEE SETS THE ANNUAL SALARY AND ANY BONUS COMPENSATION AND PROVIDES DOCUMENTATION OF THEIR DECISIONS. IN ADDITION TO THE ANNUAL PERFORMANCE APPRAISAL SYSTEM, OFFICERS' ANNUAL COMPENSATION IS APPROVED BY THE NAM COMPENSATION COMMITTEE. THE COMMITTEE REVIEWS DATA FROM VARIOUS SOURCES, INCLUDING OTHER LIKE ASSOCIATIONS, THIRD PARTY CONSULTANTS, AND OTHER INDUSTRY DATA. THIS DATA HELPS TO DETERMINE THE COMPENSATION AND THE COMMITTEE PROVIDES DOCUMENTATION OF THEIR DECISIONS. ALL OTHER KEY EMPLOYEES RECEIVE ANNUAL EVALUATIONS AND COMPENSATION ADJUSTMENTS ARE MADE ACCORDINGLY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -160,319. 457(F) FORFEITURE 49,161. FAS 158 ADJUSTMENT -10,304,483. TOTAL TO FORM 990, PART XI, LINE 5: -10,415,641. THE MANUFACTURING INSTITUTE 733 10TH STREET NW WASHINGTON DC 20001 521073576 EDUCATIONAL FOUNDATION DC 501(C)(3) 7 NAM 0 MANUFACTURERS SERVICES INC 733 10TH STREET NW WASHINGTON DC 20004 043769589 OFFERING NAM MEMBERS LOW-COST SERVICES DC N/A C 18087 88403 1.00000 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 MANUFACTURERS SERVICES INC