2012-11-15T10:55:29-06:00 2011-12-31 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2011-01-01 130433430 AMERICAN PETROLEUM INSTITUTE AMER 2026828000 1220 L STREET NW WASHINGTON DC 20005 JACK N GERARD 2026828000 2012-11-15 0 DEBORAH G KOSNETT P00290720 2022932200 2011 2016-02-24 21:20:13Z JACK N GERARD 1220 L STREET NW WASHINGTON DC 20005 334184007 0 X WWW.API.ORG X 1919 DC THE MISSION OF THE AMERICAN PETROLEUM INSTITUTE (API) IS TO INFLUENCE PUBLIC POLICY IN SUPPORT OF A STRONG, VIABLE U.S. OIL AND NATURAL GAS INDUSTRY ESSENTIAL TO MEET THE ENERGY NEEDS OF CONSUMERS IN AN EFFICIENT, ENVIRONMENTALLY RESPONSIBLE MANNER. 42 38 301 6000 5972114 662050 0 0 170763029 204263445 1263299 1314527 9210249 10185467 181236577 215763439 3619883 3621457 0 0 40122485 41623516 0 0 0 141350693 161633954 185093061 206878927 -3856484 8884512 117727705 128273933 75715888 101926506 42011817 26347427 X THE MISSION OF THE AMERICAN PETROLEUM INSTITUTE (API) IS TO INFLUENCE PUBLIC POLICY IN SUPPORT OF A STRONG, VIABLE U.S. OIL AND NATURAL GAS INDUSTRY ESSENTIAL TO MEET THE ENERGY NEEDS OF CONSUMERS IN AN EFFICIENT, ENVIRONMENTALLY RESPONSIBLE MANNER. 0 0 ADVOCACY- API SPEAKS FOR THE PETROLEUM INDUSTRY BEFORE CONGRESS, THE EXECUTIVE BRANCH OF GOVERNMENT, STATE LEGISLATURES, AND THE NEWS MEDIA. IT NEGOTIATES WITH REGULATORY AGENCIES, REPRESENTS THE INDUSTRY IN COURT AND PARTICIPATES IN COALITIONS -- BUILDING THE GRASSROOTS SUPPORT THAT PRODS CONGRESS, THE WHITE HOUSE AND STATE LEGISLATORS TO ACT. API ALSO STRIVES TO ENHANCE CREDIBILITY ON THE ENVIRONMENT, HEALTH AND SAFETY ISSUES THAT ARE CENTRAL TO THE PUBLIC'S PERCEPTION OF THE INDUSTRY AND ITS PRODUCTS. INFORMATION- API IS THE SOURCE FOR INFORMATION ABOUT THE PETROLEUM INDUSTRY. IT UNDERTAKES THE SCIENTIFIC AND ECONOMIC ANALYSIS THAT IS THE FOUNDATION FOR THE INDUSTRY'S STANCE ON THE CURRENT ISSUES. IT COLLECTS AND COMPILES STATISTICS AND IS WITHOUT PEER IN FINDING AND PROVIDING INDUSTRY-SPECIFIC INFORMATION FOR PEOPLE WHO NEED IT. INDUSTRY OPERATIONS- API HAS SET STANDARDS FOR THE U.S. PETROLEUM INDUSTRY SINCE ITS FOUNDING IN 1919. IN THE GLOBAL MARKETPLACE, THESE SAME STANDARDS ARE BECOMING INTERNATIONAL STANDARDS, AND API'S INVOLVEMENT IN INTERNATIONAL EVENTS AND ORGANIZATIONS IS GROWING. MORE THAN 500 API STANDARDS ARE NOW USED THROUGHOUT THE WORLD. MANY OF THESE STANDARDS ARE NOW A PART OF BOTH FEDERAL AND STATE REGULATIONS. MAINTAINING QUALITY-THE INCREASINGLY INTERNATIONAL NATURE OF THE PETROLEUM BUSINESS IS EVIDENT IN API'S APPROACH TO CERTIFYING THAT PRODUCTS MEET THE INDUSTRY'S EXACTING STANDARDS OF QUALITY. SINCE 1924, API HAS LICENSED OIL FIELD EQUIPMENT MANUFACTURERS TO USE THE API MONOGRAM, RECOGNIZED AS A MARK OF QUALITY AROUND THE WORLD. API LICENSES MOTOR OILS FOR USE IN BOTH GASOLINE AND DIESEL ENGINES. API ALSO CERTIFIES INSPECTORS OF STORAGE TANKS, PRESSURE VESSELS, AND PIPING. EDUCATION- API ORGANIZES SEMINARS, WORKSHOPS AND SYMPOSIA ON ISSUES VITAL TO THE INDUSTRY'S LIVELIHOOD. IT PROVIDES TRAINING MATERIALS THAT HELP PROFESSIONALS IN THE OIL AND GAS BUSINESS MEET REGULATORY REQUIREMENTS AND INDUSTRY STANDARDS. 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 1 197 0 1 301 1 1 1 1 CH 0 0 1 1 0 X 42 38 1 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X JOHN E ROBERTSON 2026828000 1220 L STREET NW WASHINGTON DC 20005 TOFIQ AL-GABSANI 0.50 X 0 0 0 ALAN S ARMSTONG 0.50 X 0 0 0 MORTEN ARNTZEN 0.50 X 0 0 0 JOHN BANNERMAN 0.50 X 0 0 0 JOSEPH BRYANT 0.50 X 0 0 0 CLARENCE P CAZALOT JR 0.50 X X 0 0 0 STEPHEN I CHAZEN 0.50 X 0 0 0 PATRICK D DANIEL 0.50 X 0 0 0 CHADWICK C DEATON 0.50 X 0 0 0 PETER EVENSEN 0.50 X 0 0 0 TIMOTHY C FELT 0.50 X 0 0 0 JOHN T GREMP 0.50 X 0 0 0 JAMES T HACKETT 0.50 X 0 0 0 GARY R HEMINGER 0.50 X 0 0 0 JOHN B HESS 0.50 X 0 0 0 PAUL L HOWES 0.50 X 0 0 0 RAY L HUNT 0.50 X 0 0 0 W HERBERT HUNT 0.50 X 0 0 0 JAMES F JUSTISS JR 0.50 X 0 0 0 VIRGINIA GIGI B LAZENBY 0.50 X 0 0 0 DAVID J LESAR 0.50 X 0 0 0 BILL MALONEY 0.50 X 0 0 0 DOUGLAS R MATTHEWS 0.50 X 0 0 0 JAMES P MCGREGOR 0.50 X 0 0 0 LAMAR MCKAY 0.50 X 0 0 0 JACK B MOORE 0.50 X 0 0 0 JAMES J MULVA 0.50 X 0 0 0 ROD NELSON 0.50 X 0 0 0 J LARRY NICHOLS 0.50 X 0 0 0 MARVIN ODUM 0.50 X 0 0 0 ROBERT BOBBY L PARKER JR 0.50 X 0 0 0 HARRY N PEFANIS 0.50 X 0 0 0 DANIEL W RABUN 0.50 X 0 0 0 W MATT RALLS 0.50 X 0 0 0 CORBIN J ROBERTSON JR 0.50 X 0 0 0 DAVID T SEATON 0.50 X 0 0 0 REX TILLERSON 0.50 X 0 0 0 HANK A TRUE III 0.50 X 0 0 0 JOHN S WATSON 0.50 X X 0 0 0 DAVID W WILLIAMS 0.50 X 0 0 0 KAREN WRIGHT 0.50 X 0 0 0 JACK N GERARD 40.00 X X 3617134 0 2003060 HARRY M NG 40.00 X 609304 0 119335 JOHN E ROBERTSON 40.00 X 344674 0 67122 MARTIN L DURBIN 40.00 X 610579 0 148426 LINDA G ROZETT 40.00 X 438978 0 114671 ROBERT L GRECO 40.00 X 457176 0 120853 KYLE B ISAKOWER 40.00 X 384387 0 114844 ERIK G MILITO 40.00 X 286367 0 90579 JOHN D MODINE 40.00 X 299514 0 72249 CONRAD A LASS 40.00 X 325630 0 28115 ERIC J WOHLSCHLEGEL 40.00 X 273315 0 29035 ALVIS TRUMAN HUNT 40.00 X 279564 0 14037 HOWARD J FELDMAN 40.00 X 258044 0 102138 ROLF W HANSON 40.00 X 250869 0 53420 8435535 0 3077884 134 0 1 0 DANIEL J EDELMAN INC 1875 EYE ST NW STE 900 WASHINGTON DC 20006 ADVERTISING/PUB. RELATIONS 68306448 CIGNA HEALTH CARE CGLIC-BLOOMFIELD EASC 5082 COLLECT CHICAGO IL 60693 INSURANCE COVERAGE 6014534 ADVOCATES INC DC LTD 11256 INGLISH MILL DR GREAT FALLS VA 22066 COALITION BUILDING 5430224 FLEISHMAN-HILLARD INTERNT'L COMMUNICATIO 200 N BROADWAY ST ST LOUIS MO 63103 ADVERTISING/PUB. RELATIONS 4846056 DDC ADVOCACY 174 WATERFRONT STREET 500 NATIONAL HARBOR MD 20745 ADVOCACY 4089200 141 MEMBERSHIP DUES 900099 154173717 154173717 CERTIFICATION PROGRAM 900099 36548820 36548820 CERTIFICATION FEES 541900 5972114 5972114 MEETING REVENUE 900099 5765597 5765597 SUBSCRIPTIONS 900099 1759689 1759689 43508 43508 204263445 1440966 1440966 9982168 9982168 118294129 118420568 -126439 -126439 -126439 MISCELLANEOUS REVENUE 900099 203299 203299 203299 215763439 208273499 5972114 1517826 3621457 9899256 23522034 1108718 5274311 1819197 256171 6776496 149360 32619536 271583 15861555 67982928 1537646 929452 4422551 2990274 3764640 1802205 384715 UNRELATED BUSINESS INCO 293339 STUDIES, RESEARCH,AND A 14026917 NET PENSION EXPENSE 4322148 POSTRETIREMENT BENEFIT 1942537 1299901 206878927 10898003 30640201 5945512 6858037 16582 15806 1693770 4290296 18779433 8115410 8649659 10664023 90524179 75805570 117727705 128273933 17832465 25866520 19126227 14051590 38757196 62008396 75715888 101926506 X 42011817 26347427 42011817 26347427 117727705 128273933 X 8884512 -24548902 X X 0 1 1 X 0 0 0 0 0 AMERICAN PETROLEUM INSTITUTE POLITICAL ACTION COMMITTEE 1220 L STREET NW WASHINGTON DC 20005 272596972 0 36448 0 0 1 150041736 74075710 -9469620 64606090 75020868 0 ORGANIZATIONS DIRECT AND INDIRECT POLITICAL CAMPAIGN ACTIVITIES: PART I-A, LINE 1: API CONDUCTS POLITICAL ACTIVITIES THROUGH A SEPARATE SEGREGATED FUND, AMERICAN PETROLEUM INSTITUTE POLITICAL ACTION COMMITTEE. PART IV, SUPPLEMENTAL INFORMATION: FOR ITS YEAR ENDED 12/31/11, API HAD A NEGATIVE LOBBYING EXPENDITURE CARRYOVER OF ($10,414,778). 8009944 3118458 4891486 6959471 4172338 2787133 3810018 824614 2985404 10664023 ACCRUED PENSION LIABILITY 28413288 SUPPLEMENTAL BENEFIT PLANS 4924120 POSTRETIREMENT BENEFITS OTHER THAN PENSION 28670988 62008396 215763439 206878927 8884512 -188004 -24360898 -24548902 -15664390 215413306 -188004 109454 -78550 215491856 271583 271583 215763439 206657113 49769 49769 206607344 271583 271583 206878927 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: API BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. API'S INCOME TAX RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY THE IRS FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 8 - OTHER ADJUSTMENTS: PENSION-RELATED CHANGES OTHER THAN NET PERIODIC PENSION COSTS -24,360,898. PART XII, LINE 2D - OTHER ADJUSTMENTS: API POLITICAL ACTION COMMITTEE CONSOLIDATED IN AUDITED FINANCIAL STATEMENTS. 109,454. PART XIII, LINE 2D - OTHER ADJUSTMENTS: API POLITICAL ACTION COMMITTEE CONSOLIDATED IN AUDITED FINANCIAL STATEMENTS. 49,769. PART XI, LINE 8 - OTHER ADJUSTMENTS: PENSION-RELATED CHANGES OTHER THAN NET PERIODIC PENSION. -24,360,898. TOTAL TO PART XI, LINE 8 -24,360,898. THE CHANGE IN NET ASSETS IN SCHEDULE D, PART XI, LINE 10 RECONCILES TO THE CHANGE IN NET ASSETS IN PART X, BALANCE SHEET, RATHER THAN TO API'S CONSOLIDATED FINANCIAL STATEMENTS, WHICH INCLUDE THE API POLICITAL ACTION COMMITTEE. THE NET CONSOLIDATION IMPACT INCLUDED IN THE NET ASSETS OF API'S CONSOLIDATED FINANCIAL STATEMENTS, IS 59,685. CENTRAL AMERICA & CARIBBEAN 0 0 PROGRAM SERVICES CERTIFICATION PROGRAMS 18016 E. ASIA & THE PACIFIC 2 5 PROGRAM SERVICES CERTIFICATION PROGRAMS 4213355 EUROPE 0 0 PROGRAM SERVICES CERTIFICATION PROGRAMS 1172211 MIDDLE EAST & N. AFRICA 1 2 PROGRAM SERVICES CERTIFICATION PROGRAMS 897425 NORTH AMERICA 0 0 PROGRAM SERVICES CERTIFICATION PROGRAMS 479733 RUSSIA AND THE NIS 0 0 PROGRAM SERVICES CERTIFICATION PROGRAMS 282094 SOUTH AMERICA 0 0 PROGRAM SERVICES CERTIFICATION PROGRAMS 268221 SOUTH ASIA 0 0 PROGRAM SERVICES CERTIFICATION PROGRAMS 464222 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES CERTIFICATION PROGRAMS 71988 3 7 0 0 3 7 7795277 71988 7867265 0 0 0 0 0 0 METHOD USED TO ACCCOUNT FOR EXPENDITURES: SCHEDULE F, PART I, LINE 3: API'S CERTIFICATION PROGRAMS INCLUDE LICENSING OF MANUFACTURERS AND INDIVIDUALS THROUGHOUT THE WORLD. AUDITS OF MANUFACTURERS ARE CONDUCTED THROUGH INDEPENDENT CONTRACTORS, WHICH ARE PRIMARILY COORDINATED THROUGH A U.S.-BASED ENTITY. THE EVALUATION AND GRANT OF LICENSES IS CONDUCTED AT API'S HEADQUARTERS IN WASHINGTON, D.C. SIMILARLY, API'S INDIVIDUAL CERTIFICATION EXAMINATIONS ARE OFFERED AT VARIOUS WORLD-WIDE LOCATIONS, PROCTORED BY A U.S.-BASED INDEPENDENT CONTRACTOR. THE EXAMINATION RESULTS AND CERTIFICATIONS ARE ALSO EVALUATED AND AWARDED AT API'S HEADQUARTERS IN WASHINGTON, D.C. 1 A WIDER CIRCLE'S CENTER FOR COMMUNITY SERVICES 4808 MOORLAND LAND 802 BETHESDA MD 20814 522345144 501 C 3 10000 0 EVENT SPONSORSHIP AMERICAN ASSOCIATION OF BLACKS IN ENERGY 1625 K STREET NW SUITE 405 WASHINGTON DC 20006 840782569 501 C 3 10000 0 EVENT SPONSORSHIP AMERICAN CHEMISTRY COUNCIL 700 2ND STREET NE WASHINGTON DC 20002 530104410 501 C 6 18000 0 GENERAL SUPPORT AMERICAN COUNCIL FOR CAPITAL FORMATIONCENTER FOR POLICY RESEARCH 1750 K STREET NW SUITE 400 WASHINGTON DC 20006 521091172 501 C 3 50000 0 GENERAL SUPPORT AMERICAN FUEL AND PETROCHEMICAL MANUFACTURERS 1667 K STREET NW SUITE 700 WASHINGTON DC 20006 530115970 501 C 6 75000 0 GENERAL SUPPORT AMERICAN GI FORUM OF THE US 5870 NORTH SPEER BLVD 104 DENVER CO 80211 850133743 501 C 4 10000 0 EVENT SPONSORSHIP AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH 1150 17TH STREET NW WASHINGTON DC 20036 530218495 501 C 3 25000 0 GENERAL SUPPORT AMERICANS FOR PROSPERITY 2111 WILSON BLVD SUITE 350 ARLINGTON VA 22201 753148958 501 C 4 25000 0 GENERAL SUPPORT AMERICANS FOR TAX REFORM 722 12TH STREET NW 4TH FL WASHINGTON DC 20005 521403587 501 C 4 50000 0 GENERAL SUPPORT AMERICAN'S WETLAND FOUNDATION 1055 ST CHARLES AVE 100 NEW ORLEANS LA 70130 300192739 501 C 3 50000 0 GENERAL SUPPORT ASSOCIATION FOR ENVIRONMENTAL HEALTH & SCIENCES FOUNDATION 150 FEARING STREET AMHERST MA 01002 262624347 501 C 3 10000 0 EVENT SPONSORSHIP BATTELLE MEMORIAL INSTITUTE 505 KING AVE ROOM A353 COLUMBUS OH 43201 314379427 501 C 3 25000 0 EVENT SPONSORSHIP BUSINESS INSTITUTE FOR POLITICAL ANALYSIS (BIPAC) 888 SIXTEENTH STREET NW WASHINGTON DC 20006 131985476 N/A 275000 0 GENERAL SUPPORT/ENERGY EDUCATION BOY SCOUTS OF AMERICA82 NATIONAL CAPITAL AREA COUNCIL 9190 ROCKVILLE PIKE BETHESDA MD 20814 530204610 501 C 3 10000 0 EVENT SPONSORSHIP BUILDING & CONSTRUCTION TRADES DEPARTMENT AFL-CIO 815 16TH STREET NW 600 WASHINGTON DC 20006 530025755 501 C 3 15000 0 EVENT SPONSORSHIP CANADA-US BUSINESS COUNCIL CHICAGO 401 N MICHIGAN AVE 1200 CHICAGO IL 60611 362958782 501 C 7 10000 0 EVENT SPONSORSHIP CAPITAL HILL PUBLISHING CORP 1625 K STREET NW SUITE 900 WASHINGTON DC 20006 113217916 N/A 60000 0 EVENT SPONSORSHIP CITIZENS FOR SOUND CONSERVATION 1340 BULL STREET COLUMBUS SC 29201 262212072 501 C 3 10000 0 GENERAL SUPPORT COALITION FOR AMERICAN JOBS C/O ACC 700 2ND STREET NE WASHINGTON DC 20002 275075681 501 C 6 412969 0 GENERAL SUPPORT COASTAL AMERICA FOUNDATION 100 MURON AVENUE BELLINGHAM MA 02019 043408825 501 C 3 10000 0 EVENT SPONSORSHIP COMMON GROUND ALLIANCE 1421 PRINCE STREET 410 ALEXANDRIA VA 22314 411984081 501 C 3 10000 0 EVENT SPONSORSHIP CONGRESSIONAL COALITION ON ADOPTION INSTITUTE 18343 BUCCANEER TER LEESBURG VA 20176 542035617 501 C 3 50000 0 GENERAL SUPPORT CONGRESSIONAL HISPANIC CAUCUS INSTITUTE 911 2ND STREET NE WASHINGTON DC 20002 521114225 501 C 3 105000 0 EVENT SPONORSHIP/GENERAL SUPPORT CONSORTIUM OF CATHOLIC ACADEMIES OF THE ARCHDIOCESE OF WASHINGTON INC 5001 EASTERN AVE SUITE 207 HYATTSVILLE MD 20782 522050972 501 C 3 25000 0 EVENT SPONORSHIP CONSUMER ENERGY ALLIANCE 2211 NORFOLK STREET 614 HOUSTON TX 77098 261658339 501 C 4 50000 0 GENERAL SUPPORT ENERGY POLICY RESEARCH FOUNDATION INC 1031 31ST STREET NW WASHINGTON DC 20007 131512139 501 C 6 30000 0 GENERAL SUPPORT ENVIRONMENTAL COUNCIL OF STATES 50 F STREET NW SUITE 350 WASHINGTON DC 20001 363962169 501 C 6 25000 0 GENERAL SUPPORT EVERYBODY WINS DC 1213 K STREET WASHINGTON DC 20005 521938281 501 C 3 9200 0 EVENT SPONSORSHIP/GENERAL SUPPORT FORD'S THEATRE SOCIETY 514 TENTH STREET NW WASHINGTON DC 20004 526073157 501 C 3 10000 0 GENERAL SUPPORT GEORGE MASON UNIVERSITY FOUNDATION 4400 UNIVERSITY DRIVE FAIRFAX VA 22030 541603842 501 C 3 40000 0 CIVIL JUSTICE ISSUES GROUND WATER RESEARCH & EDUCATION FOUNDATION 13308 N MACARTHUR BLVD OKLAHOMA CITY OK 73142 731271210 501 C 3 10000 0 GENERAL SUPPORT GROUND WATER PROTECTION COUNCIL 13308 N MACARTHUR BLVD OKLAHOMA CITY OK 73142 731210455 501 C 6 200000 0 GENERAL SUPPORT HEALTH EFFECTS INSTITUTE 101 FEDERAL STREET 500 BOSTON MA 02110 042708045 501 C 3 75000 0 GENERAL SUPPORT HISPANIC ASSOCIATION ON CORPORATE RESPONSIBILITY 1444 I STREETNW SUITE 850 WASHINGTON DC 20005 850356947 501 C 3 15000 0 EVENT SPONSORSHIP JEFFERSON ISLANDS CLUB 1064 RUSTING OAKS DRIVE MILLERSVILLE MD 21108 530192251 501 C 7 15000 0 EVENT SPONSORSHIP MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVENUE CAMBRIDGE MA 02139 042103594 501 C 3 16500 0 ENERGY EDUCATION MIDWESTERN LEGISLATIVE CONFERENCETHE COUNCIL OF STATE GOVERNMENTS 2760 RESEARCH PARK DRIVE LEXINGTON KY 40511 366000818 501 C 3 10000 0 EVENT SPONSORSHIP NATIONAL CONFERENCE OF STATE LEGISLATORS 7700 EAST FIRST PLACE DENVER CO 80230 840772595 SEC 115 30000 0 EVENT SPONSORSHIP NATIONAL FISH AND WILDLIFE FOUNDATION 1133 15TH STREET SUITE 1100 WASHINGTON DC 20005 521384139 501 C 3 60500 0 GENERAL SUPPORT NATIONAL FOREIGN TRADE COUNCIL 1625 K STREET NW SUITE 200 WASHINGTON DC 20006 135266965 501 C 6 15000 0 GENERAL SUPPORT NATIONAL MARINE SANCTUARY FOUNDATION 8601 GEORGIA AVESUITE 501 SILVER SPRING MD 20910 943370994 501 C 3 12500 0 EVENT SPONSORSHIP NATIONAL OCEAN POLICY COALITION 2211 NORFOLK STREET 614 HOUSTON TX 77098 272005123 501 C 6 50000 0 GENERAL SUPPORT NCSL FOUNDATION FOR STATE LEGISLATURES 7700 EAST FIRST PLACE DENVER CO 80230 742232576 501 C 3 7500 0 EVENT SPONSORSHIP NEBRASKA ETHANOL BOARD PO BOX 94843 LINCOLN NE 68509 300451687 501 C 3 20212 0 GENERAL SUPPORT NICHOLLS STATE UNIVERSITY FOUNDATION PO BOX 2074 THIBODAUX LA 70310 726031425 501 C 3 15000 0 EVENT SPONSORSHIP OFFSHORSE RIG MUSEUM INC 200 N DAIRY ASHFORD ST419 HOUSTON TX 77079 760280571 501 C 3 20000 0 EVENT SPONSORSHIP OIL AND NATURAL GAS INDUSTRY LABOR-MANAGEMENT COMMITTEE 101 NORTH UNION STREET ALEXANDRIA VA 22314 270567842 501 C 6 762822 0 GENERAL SUPPORT PROFESSIONAL DAIRY MANAGERS OF PA 500 NORTH 3RD STREET HARRISBURG PA 17101 233066186 501 C 6 15000 0 EDUCATION EXCHANGE/OUTREACH REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY 171 UNIVERSITY HALL SPC 1104 BERKELEY CA 94720 946002123 SEC 115 94402 0 GENERAL SUPPORT RICE UNIVERSITY (WILLIAM MARSH RICE UNIVERSITY) 6100 MAIN STREET MSC 70 HOUSTON TX 77005 741109620 501 C 3 25000 0 GENERAL SUPPORT SMALL BUSINESS AND ENTERPRENEURSHIP COUNCIL WEST 301 MAPLE AVE 90 VIENNA VA 22180 363756240 501 C 4 25000 0 GENERAL SUPPORT STANFORD UNIVERSITY 3145 PORTER DRIVE PALO ALTO CA 94304 941156365 501 C 3 15000 0 GENERAL SUPPORT STOP OIL SEEPS CALIFORNIA INC 1187 COAST VILLAGE RD 455 SANTA BARBARA CA 93108 260230814 501 C 3 10000 0 GENERAL SUPPORT STRONGER INC 13308 N MACARTHUR BLVD OKLAHOMA CITY OK 73142 311666039 501 C 3 100000 0 GENERAL SUPPORT THE BRYCE HARLOW FOUNDATION 1701 PENNSYLVANIA AVE 400 WASHINGTON DC 20006 521266620 501 C 3 7500 0 EVENT SPONSORSHIP THE CONGRESSIONAL SPORTMEN'S FOUNDATION 110 NORTH CAROLINA AVE SE WASHINGTON DC 20003 521686163 501 C 3 12500 0 EVENT SPONSORSHIP THE HAMMNER INSTITUTES 6 DAVIS DRIVE RTP NC 27709 203692587 501 C 3 50000 0 GENERAL SUPPORT THE HORINKO GROUP 2300 N STREET NW 2130 WASHINGTON DC 20037 261650447 N/A 10000 0 EVENT SPONSORSHIP THE KEYSTONE GROUP 1628 SAINT JOHN ROAD KEYSTONE CO 80435 840688506 501 C 3 65000 0 GENERAL SUPPORT THE SIXTY PLUS ASSOCIATION INC 515 KING STREET SUITE 315 ALEXANDRIA VA 22314 541564919 501 C 4 25000 0 ENERGY EDUCATION THE WASHINGTON HUMANE SOCIETY 4590 MACARTHUR BLVD NW200 WASHINGTON DC 20007 530219724 501 C 3 7500 0 EVENT SPONSORSHIP THE WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS 1300 PENNSYLVANIA AVENUE WASHINGTON DC 20004 521067541 501 C 3 10000 0 EVENT SPONSORSHIP TOXICOLOGY EXCELLENCE FOR RISK ASSESSMENT 2300 MONTANA AVE SUITE 409 CINCINNATI OH 45211 311437448 501 C 3 10000 0 EVENT SPONSORSHIP TRI-STATE BIRD RESCUE AND RESEARCH INC 110 POSSUM HOLLOW ROAD NEWARK NE 19711 510265807 501 C 3 15000 0 EVENT SPONSORSHIP UNITED STATES ASSOCIATION FOR ENERGY ECONOMICS 28790 CHAGRIN BLVD 350 CLEVELAND OH 44122 341755274 501 C 6 7500 0 EVENT SPONSORSHIP UNIV OF CONNECTICUT PHARMACY ALUMNI ASSOCIATION 69 N EAGLEVILLE ROAD 3092 STORRS CT 06269 222505202 SEC 115 113040 0 GENERAL SUPPORT UNIV OF NEW HAMPSHIRECOASTAL RESPONSE RESEARCH CENTER 35 COLOVOS ROAD DURHAM NH 03824 123456789 SEC 115 133812 0 EVENT SPONSORSHIP VIRGINIA CHAMBER OF COMMERCE 9 SOUTH FIFTH STREET RICHMOND VA 23219 540421190 501 C 6 10000 0 EDUCATIONAL EVENT WASHINGTON PRESS CLUB FOUNDATION 529 14TH ST 1115 NATL PRESS CLUB WASHINGTON DC 20045 521046926 501 C 3 10000 0 EVENT SPONSORSHP 46 23 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: ALL GRANTS ARE ASSIGNED AN API STAFF MEMBER AS THE CONTRACT OFFICER. THE CONTRACT OFFICER'S RESPONSIBILITIES INCLUDE MONITORING THE ACTIVITIES OF GRANTEES, AS WELL AS THE RECEIPT AND REVIEW OF PERIODIC PROGRESS REPORTS. X X X X 1 1 X X X X X 0 1 0 JACK N GERARD 2295923 0 1200000 0 121211 0 1968683 0 34377 0 5620194 0 0 0 HARRY M NG 331939 0 97700 0 179665 0 99170 0 20165 0 728639 0 0 0 JOHN E ROBERTSON 267246 0 75600 0 1828 0 54872 0 12250 0 411796 0 0 0 MARTIN L DURBIN 456413 0 139400 0 14766 0 114049 0 34377 0 759005 0 0 0 LINDA G ROZETT 332162 0 100600 0 6216 0 101428 0 13243 0 553649 0 0 0 ROBERT L GRECO 295093 0 70300 0 91783 0 86476 0 34377 0 578029 0 0 0 KYLE B ISAKOWER 251714 0 72600 0 60073 0 80467 0 34377 0 499231 0 0 0 ERIK G MILITO 225159 0 59500 0 1708 0 56567 0 34012 0 376946 0 0 0 JOHN D MODINE 238870 0 46800 0 13844 0 38066 0 34183 0 371763 0 0 0 CONRAD A LASS 261392 0 62400 0 1838 0 15865 0 12250 0 353745 0 0 0 ERIC J WOHLSCHLEGEL 216944 0 55900 0 471 0 10057 0 18978 0 302350 0 0 0 ALVIS TRUMAN HUNT 148848 0 0 0 130716 0 0 0 14037 0 293601 0 91627 0 HOWARD J FELDMAN 210301 0 40000 0 7743 0 73929 0 28209 0 360182 0 0 0 ROLF W HANSON 201793 0 37500 0 11576 0 22193 0 31227 0 304289 0 0 0 PART I, LINE 1A FIRST CLASS OR CHARTER TRAVEL- FIRST CLASS AIR TRAVEL IS LIMITED TO EXECUTIVE STAFF MEMBERS. OTHER STAFF MEMBERS MAY TRAVEL FIRST OR BUSINESS CLASS ONLY WHEN ACCOMPANYING AN EXECUTIVE STAFF MEMBER, A MEMBER COMPANY EXECUTIVE OR GOVERNMENTAL OFFICIAL WHO TRAVELS FIRST CLASS OR BUSINESS CLASS, OR, FOR INTERNATIONAL FLIGHTS, WHEN EXTENUATING CIRCUMSTANCES JUSTIFYING TRAVELING BUSINESS CLASS. FIRST OR BUSINESS CLASS AIR TRAVEL MUST BE APPROVED IN ADVANCE BY AN EXECUTIVE STAFF MEMBER, AND THE EMPLOYEE MUST PROVIDE THE JUSTIFICATION ON THE EXPENSE REPORT. FIRST CLASS TRAIN PASSAGE IS AN ACCEPTABLE ALTERNATIVE TO COACH AIR FARES OF EQUAL OR GREATER VALUE. IT IS NOT API'S PRACTICE TO CHARTER TRAVEL, EXCEPT IN THE LIMITED CIRCUMSTANCE IN WHICH COMMERICAL TRAVEL SCHEDULES DO NOT ACCOMMODATE THE PRESIDENT AND CEO'S ITINERARY. ONE FLIGHT WAS CHARTERED DURING 2011. TRAVEL FOR COMPANIONS- INSTANCES IN WHICH A SPOUSE ACCOMPANIES AN EMPLOYEE TRAVELING ON BUSINESS AT API EXPENSE ARE LIMITED AND APPROVED IN ADVANCE. IN SUCH AUTHORIZED CASES, UNLESS THE STRICT LEGAL DEFINITION OF BUSINESS PURPOSE IS MET, THE REIMBURSEMENT IS TREATED AS TAXABLE INCOME TO THE EMPLOYEE. TAX IDEMNIFICATION AND GROSS UP PAYMENTS- FOR EMPLOYEES WHO QUALIFY TO PARTICIPATE IN THE NON-QUALIFIED RETIREMENT INCOME PLAN, API PAYS TAXES DUE ON THE ACCRUED BENEFITS AS THEY ARE AWARDED TO THE PARTICIPANTS. THESE TAX PAYMENTS ARE TREATED AS AN ADVANCE AND NETTED FROM THE ACCRUED BENEFITS TO THE PARTICIPANTS UPON DISTRIBUTION. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES- REIMBURSEMENT OF CLUB DUES TO AN EMPLOYEE FOR MEMBERSHIP IN ANY CLUB ORGANIZED FOR PLEASURE, RECREATION, OR OTHER SOCIAL PURPOSE (I.E., COUNTRY CLUBS, LUNCHEON CLUBS, AND AIRLINE AND HOTEL CLUBS) IS LIMITED AND REQUIRES EXECUTIVE STAFF APPROVAL. EMPLOYEES WHO HAVE BEEN REIMBURSED FOR CLUB DUES MUST ANNUALLY ACCOUNT FOR THEIR BUSINESS USE, AND NON-BUSINESS USE IS TREATED AS TAXABLE INCOME TO THE EMPLOYEE. API OFFERS ALL WASHINGTON, D.C. EMPLOYEES AN OPPORTUNITY TO JOIN A LOCAL HEALTH CLUB AT A DISCOUNTED RATE. API PAYS A PORTION OF THE DUES ($13.42 PER SEMI-MONTHLY PAY PERIOD) AND TREATS THIS PORTION AS TAXABLE INCOME TO THE EMPLOYEE. PART I, LINE 4B LINE 4B: PARTICIPANTS IN THE AMERICAN PETROLEUM INSTITUTE SUPPLEMENTAL BENEFIT PLANS RECEIVED CONTRIBUTIONS IN 2011 AS FOLLOWS: GERARD, JACK N. - $2,055,502 - INCLUDES NON-VESTED ACCRUAL OF $1,952,556 NG, HARRY M. - $219,319 - INCLUDES NON-VESTED ACCRUAL OF $41,374 ROBERTSON, JOHN E. - $47,037 - INCLUDES NON-VESTED ACCRUAL OF $45,797 DURBIN, MARTINN J. - $108,051- INCLUDES NON-VESTED ACCRUAL OF $97,081 ROZETT, LINDA G. - $89,102 - INCLUDES NON-VESTED ACCRUAL OF $84,597 GRECO, ROBERT L. - $119,898 - INCLUDES NON-VESTED ACCRUAL OF $29,985 ISAKOWER, KYLE B. - $89,551 - INCLUDES NON-VESTED ACCRUAL OF $30,642 MILITON, ERIK G. - $26,506 - INCLUDES NON-VESTED ACCRUAL OF $25,308 LASS, CONRAD A. - $11,142 - INCLUDES NON-VESTED ACCRUAL OF $9,892 WOHLSCHLEGEL, ERIC J. - $2,753 - NON-VESTED ACCRUAL ONLY MODINE, JOHN D. - $12,727 HUNT, JR. ALVIS T. - $1,405 - RETIRED 6/30/2011 FELDMAN, HOWARD J. - $6,364 HANSON, ROLF W. - $125 LINE 4B: PARTICIPANTS IN THE AMERICAN PETROLEUM INSTITUTE SUPPLEMENTAL BENEFITS PLANS RECEIVED PAYMENTS IN 2011 AS FOLLOWS: HUNT, JR.,ALVIS T. - $445,932 COALITION FOR AMERICAN JOBS >35% OWNERSHIP;GERARD & DURBIN SERVE AS OFFICERS & BOARD MEMBERS 412969 CONTRIBUTIONS PROVIDED TO ORGANIZATIONS FOR GENERAL SUPPORT. 0 OIL AND NATURAL GAS LABOR- MANAGEMENT COMMITTEE >35% OWNERSHIP;GERARD,NICHOLS,CAZALOT,&TILLERSON SERVE AS OFFICERS&TRUSTEES 762822 CONTRIBUTIONS PROVIDED TO ORGANIZATIONS FOR GENERAL SUPPORT. 0 EXXONMOBIL BIOMEDICAL SCIENCES INC REX TILLERSON SERVES AS TRUSTEE ON API'S BOARD 150825 CONTRACT WITH API TO TEST GAS OILS UNDER THE HPV CHALLEGE PROGRAM 0 FORM 990, PART VI, SECTION A, LINE 1 FORM 990,PART VI,SECTION A, LINE 1: API'S EXECUTIVE COMMITTEE CONSISTS OF UP TO 14 MEMBERS OF THE BOARD (BUT NO LESS THAN 12). MEMBERS INCLUDE THE API CHAIRMAN OF THE BOARD AND THE CHAIR OF THE FINANCE COMMITTEE, WITH REPRESENTATION OF THE TOP SIX (6) DUES-PAYING MEMBERS, AND THE REMAINING MEMBERS CHOSEN FROM THE REMAINING DUES-PAYING MEMBERS. THE API PRESIDENT AND CEO SERVES AS AN EX-OFFICIO VOTING MEMBER. THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO EXERCISE ALL OF THE POWERS OF THE BOARD OF DIRECTORS IN THE ABSENCE OF ACTION BY THE BOARD, EXCEPT TO AMEND THE BYLAWS OR AS OTHERWISE LIMITED BY LAW. ITS RESPONSIBILITIES INCLUDE LONG-RANGE PLANNING, STRATEGIC ISSUES, PROGRAM AND BUDGET DEVELOPMENT, OVERSIGHT AND ADMINISTRATION. FORM 990, PART VI, SECTION A, LINE 2 FAMILY RELATIONSHIP: HUNT, RAY L.; HUNT, W. HERBERT FORM 990, PART VI, SECTION A, LINE 6 API IS A TRADE ASSOCIATION WITH MEMBERSHIP DRAWN FROM THE OIL AND NATURAL GAS INDUSTRY. AS DESCRIBED BELOW, API'S MEMBERS PARTICIPATE IN THE ELECTION OF THE BOARD. REGULAR ELECTED BOARD MEMBERS HAVE FULL VOTING RIGHTS. API'S PRESIDENT IS AN EX OFFICIO VOTING MEMBER OF THE BOARD. OTHER EX OFFICIO MEMBERS DO NOT HAVE VOTING RIGHTS. HONORARY DIRECTORS HAVE NO VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD MEMBERS ARE ELECTED BY THE BOARD OF DIRECTORS AT THE ANNUAL MEETING. EACH DIRECTOR SHALL HOLD OFFICE FOR A TWO YEAR TERM OR UNTIL THE DIRECTOR HAS CEASED TO HAVE A SUBSTANTIAL FULLTIME CONNECTION WITH THE MEMBER COMPANY THE DIRECTOR SERVED WHEN ELECTED. FORM 990, PART VI, SECTION B, LINE 11 API'S FORM 990 WAS PREPARED BY API STAFF AND REVIEWED BY ITS EXTERNAL ACCOUNTING FIRM. PRIOR TO FILING, THE FORM 990 WAS INCLUDED WITH THE MATERIALS FOR THE FINANCE COMMITTEE'S ANNUAL MEETING IN OCTOBER 2012, AND REVIEWED DURING THE MEETING. A COPY OF THE FORM 990 WAS PROVIDED TO THE EXECUTIVE COMMITTEE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C API'S STANDARDS OF CONDUCT POLICY INCLUDES PROVISIONS RELATED TO AVOIDING ANY ACT THAT MAY RESULT IN A CONFLICT OF INTEREST. ON AN ANNUAL BASIS, ALL EMPLOYEES ARE ASKED TO CONFIRM THEIR COMPLIANCE WITH THE STANDARDS OF CONDUCT POLICY. ANY EMPLOYEE WHO IS AWARE OF A VIOLATION OF THIS POLICY MUST TAKE APPROPRIATE ACTION SO THAT THE VIOLATION IS PROMPTLY ADDRESSED. THIS MAY INCLUDE REPORTING A VIOLATION TO AN EXECUTIVE STAFF MEMBER OR TO AN EXTERNALLY-OPERATED ETHICS HOTLINE. ALL REPORTS ARE ASSIGNED TO AN APPROPRIATE EXECUTIVE STAFF MEMBER FOR INVESTIGATION AND RESOLUTION AND A REPORT OF ALL INCIDENTS ARE PROVIDED TO THE FINANCE COMMITTEE EACH YEAR. THE BOARD OF DIRECTORS ADOPTED A CONFLICT OF INTEREST POLICY IN 2008 THAT REQUIRES FULL DISCLOSURE OF ALL ACTUAL AND POTENTIAL CONFLICTS. THE DISINTERESTED MEMBERS OF THE API EXECUTIVE COMMITTEE SHALL MAKE A DETERMINATION AS TO WHETHER A CONFLICT EXISTS AND WHAT SUBSEQUENT ACTION IS APPROPRIATE (IF ANY). A COPY OF THE POLICY IS PROVIDED TO ALL BOARD MEMBERS WHO ARE REQUESTED TO COMPLETE AND SIGN AN ACKNOWLEDGMENT AND DISCLOSURE FORM. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR API'S PRESIDENT & CEO, OTHER OFFICERS, AND KEY EMPLOYEES ARE REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE ON AN ANNUAL BASIS, BASED ON PERFORMANCE REVIEWS, EXTERNAL COMPARABLE DATA OBTAINED FROM CONSULTANTS, AND OTHER RELEVANT INFORMATION. THE PRESIDENT & CEO'S COMPENSATION IS BASED ON A WRITTEN CONTRACT APPROVED BY THE EXECUTIVE COMMITTEE. A REVIEW WAS CONDUCTED IN 2011. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART VI, LINE 10B EXPLANATION OF STATE COUNCILS API OPERATES STATE PETROLEUM COUNCILS LOCATED IN VARIOUS STATE CAPITALS. THESE ARE NOT SEPARATE LEGAL ENTITIES BUT OPERATE AS BRANCH OFFICES OF API UNDER LOCAL TRADE NAMES. THERE ARE ALSO SEVERAL UNRELATED LOCAL CHAPTERS THAT EXIST THAT MAY USE THE API NAME, BUT THEY ARE SEPARATE LEGAL ENTITIES FROM API. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -188,004. PENSION-RELATED CHANGES OTHER THAN NET PERIODIC PENSION COSTS -24,360,898. TOTAL TO FORM 990, PART XI, LINE 5: -24,548,902. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CHANGES IN NET ASSETS: FORM 990, PART XI, LINE 5 NET UNREALIZED LOSSES ON INVESTMENTS. -188,004. PENSION-RELATED CHANGES OTHERTHAN NET PERIODIC PENSION COSTS. -24,360,898. TOTAL TO FORM 990, PART XI, LINE 5 -24,548,902. AMERICAN PETROLEUM INSTITUTE POLITICAL ACTION COMMITTEE 1220 L STREET NW WASHINGTON DC 20005 272596972 POLITICAL ACTION COMMITTEE/SEPARATE SEGREGATED FUND DC 527 1 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 AMERICAN PETROLEUM INSTITUTE K 97066 FAIR MARKET VALUE - IN-KIND AMERICAN PETROLEUM INSTITUTE M 76633 FAIR MARKET VALUE - IN-KIND AMERICAN PETROLEUM INSTITUTE N 115823 FAIR MARKET VALUE - IN-KIND PART V: API PAYS CERTAIN ADMINSTRATIVE EXPENSES RELATED TO THE API POLITICAL ACTION COMMITTEE. THESE INCLUDE PERSONNEL AND OTHER SERVICES AND ARE PAID DIRECTLY BY API.