2011-11-15T09:16:50-06:00 2010-12-31 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2010-01-01 130433430 AMERICAN PETROLEUM INSTITUTE AMER 2026828000 1220 L STREET NW WASHINGTON DC 20005 JACK N GERARD 2026828000 2011-11-15 0 DEBORAH G KOSNETT 2022932200 2010 2016-03-07 17:11:31Z JACK N GERARD 1220 L STREET NW WASHINGTON DC 20005 322364936 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. 38 34 286 6000 4931084 661277 0 0 187780057 170763029 2661621 1263299 8354461 9210249 198796139 181236577 3642922 3619883 0 0 44511285 40122485 0 0 0 138100297 141350693 186254504 185093061 12541635 -3856484 122167885 117727705 79076589 75715888 43091296 42011817 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 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 1 213 0 1 286 1 1 1 1 CH 0 0 1 1 0 X 38 34 1 0 1 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 WILLIAM E ALBRECHT 0.50 X 0 0 0 TOFIG AL-GABSANI 0.50 X 0 0 0 MORTEN ARNTZEN 0.50 X 0 0 0 CLARENCE CAZALOT 0.50 X X 0 0 0 PATRICK D DANIEL 0.50 X 0 0 0 CHADWICK C DEATON 0.50 X 0 0 0 TIMOTHY C FELT 0.50 X 0 0 0 BRUCE C GOTTWALD 0.50 X 0 0 0 JAMES T HACKETT 0.50 X 0 0 0 FREDERIC C HAMILTON 0.50 X 0 0 0 PAUL 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 AV JONES 0.50 X 0 0 0 JAMES F JUSTISS 0.50 X 0 0 0 PETER D KINNEAR 0.50 X 0 0 0 DAVID J LESAR 0.50 X 0 0 0 STEVE MALCOLM 0.50 X 0 0 0 JAMES P MCGREGOR 0.50 X 0 0 0 LAMAR MCKAY 0.50 X 0 0 0 JOHN MILLER 0.50 X 0 0 0 BJOURN MOLLER 0.50 X 0 0 0 JACK B MOORE 0.50 X 0 0 0 JAMES J MULVA 0.50 X 0 0 0 J LARRY NICHOLS 0.50 X X 0 0 0 ROD NELSON 0.50 X 0 0 0 MARVIN ODUM 0.50 X 0 0 0 ROBERT BOBBY L PARKER 0.50 X 0 0 0 CORBIN J ROBERTSON 0.50 X 0 0 0 DAVID SEATON 0.50 X 0 0 0 KATHLEEN SHANAHAN 0.50 X 0 0 0 REX W TILLERSON 0.50 X 0 0 0 HANK A TRUE 0.50 X 0 0 0 JOHN S WATSON 0.50 X 0 0 0 DAVID W WILLIAMS 0.50 X 0 0 0 DAVID M WOOD 0.50 X 0 0 0 JOHN M YEARWOOD 0.50 X 0 0 0 JACK N GERARD 40.00 X X 4672049 0 1756823 HARRY M NG 40.00 X 639552 0 101980 JOHN E ROBERTSON 40.00 X 358236 0 42366 MARTIN J DURBIN 40.00 X 587738 0 82000 KYLE B ISAKOWER 40.00 X 344649 0 95535 LINDA G ROZETT 40.00 X 325817 0 46463 ROBERT L GRECO 40.00 X 592818 0 113242 ERIK G MILITO 40.00 X 284604 0 77307 JOHN D MODINE 40.00 X 350546 0 59604 ALVIS TRUMAN HUNT 40.00 X 613632 0 122063 HOWARD J FELDMAN 40.00 X 301308 0 101567 JOHN C FELMY 40.00 X 300231 0 71647 DREW P COBBS 40.00 X 314204 0 111382 JOHN P KEREKES 40.00 X 280747 0 139227 JIM CCRAIG 0.00 X 408039 0 6147 JAMES E FORD 0.00 X 400052 0 0 BRENDA S HARGETT 0.00 X 344709 0 38821 11118931 0 2966174 146 1 1 0 DANIEL J EDELMAN INC 1875 EYE ST NW STE 900 WASHINGTON DC 20006 ADVERTISING/PUB. RELATIONS 63228379 CIGNA HEALTH CARE CGLIC-BLOOMFIELD EASC 5082 COLLECT CHICAGO IL 60693 INSURANCE COVERAGE 4939714 ADVOCATES INC DC LTD 11256 INGLISH MILL DR GREAT FALLS VA 22066 COALITION BUILDING 3843563 COORDINATING RESEARCH COUNCIL INC 3650 MANSELL RD STE 140 ALPHARETTA GA 30222 RESEARCH 3759865 MOODY INTERNATIONAL INC 24900 PITKIN ROAD 200 SPRING TX 77386 CERTIFICATION AUDITS 2390284 121 MEMBERSHIP DUES 900099 132919140 132919140 CERTIFICATION PROGRAM 900099 28865285 28865285 CERTIFICATION FEES 541900 4931084 4931084 MEETING REVENUE 900099 2692279 2692279 SUBSCRIPTIONS 900099 1201446 1201446 153795 153795 170763029 1475282 1475282 9126462 9126462 140916216 160 141128359 -212143 160 -211983 -211983 MISCELLANEOUS REVENUE 900099 83787 83787 83787 181236577 174958407 4931084 1347086 3474481 145402 10531329 19688769 1029612 7053451 1819324 46595 5528882 105837 14963705 267066 28628267 53903014 1271937 821491 4421378 2117776 2203942 1437639 347586 STUDIES, RESEARCH,AND A 13888403 NET PENSION EXPENSE 8418981 POSTRETIREMENT BENEFIT 1530846 MISCELLANEOUS 708526 UNRELATED BUSINESS INCO 292996 445826 185093061 42612294 10898003 5736236 5945512 43781 16582 2323862 1693770 16173641 7523982 8875060 8649659 62576652 90524179 122167885 117727705 22867262 17832465 16907597 19126227 39301730 38757196 79076589 75715888 X 43091296 42011817 43091296 42011817 122167885 117727705 X -3856484 2777005 X X 0 1 1 X 0 0 0 1 136419563 56308094 9253046 65561140 75030760 0 PART IV, SUPPLEMENTAL INFORMATION: FOR ITS YEAR ENDED 12/31/10, API HAD A NEGATIVE LOBBYING EXPENDITURE CARRYOVER OF ($9,469,620). 8006414 2556257 5450157 6041821 3907781 2134040 2125406 1059944 1065462 8649659 ACCRUED PENSION LIABILITY 13244003 SUPPLEMENTAL BENEFIT PLANS 3129224 POSTRETIREMENT BENEFITS OTHER THAN PENSION 22159135 FEDERAL INCOME TAXES 224834 38757196 181236577 185093061 -3856484 -67552 2844557 2777005 -1079479 180901959 -67552 -67552 180969511 267066 267066 181236577 184825995 0 184825995 267066 267066 185093061 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 2,844,557. 0 EAST ASIA AND THE PACIFIC 2 3 PROGRAM SERVICES CERTIFICATION PROGRAMS 3578500 EUROPE GRANTS AND CONTRIBUTIONS TO RECIPIENTS 145402 EUROPE 0 0 PROGRAM SERVICES CERTIFICATION PROGRAMS 750384 MIDDLE EAST & N. AFRICA 1 0 PROGRAM SERVICES CERTIFICATION PROGRAMS 365764 NORTH AMERICA 0 0 PROGRAM SERVICES CERTIFICATION PROGRAMS 357830 RUSSIA AND THE NIS 0 0 PROGRAM SERVICES CERTIFICATION PROGRAMS 210984 SOUTH AMERICA 0 0 PROGRAM SERVICES CERTIFICATION PROGRAMS 198940 SOUTH ASIA 0 0 PROGRAM SERVICES CERTIFICATION PROGRAMS 359715 CENTRAL AMERICA & CARIBBEAN 0 0 PROGRAM SERVICES CERTIFICATION PROGRAMS 30698 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES CERTIFICATION PROGRAMS 108465 3 0 3 5967519 139163 6106682 X EUROPE SCI RSCH 130402 WIRE XFER N/A N/A EUROPE DEVELOPMENT INDUSTRY GUIDANCE 15000 WIRE XFER N/A N/A 0 2 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: ALL GRANTS ARE ASSIGNED AN API STAFF MEMBER AS THE CONTRACT OFFICER. THE CONTRACT'S OFFICER'S RESPONSIBILITIES INCLUDE MONITORING THE ACTIVITIES OF GRANTEES, AS WELL AS RECEIPT AND REVIEW OF PERIODIC PROGRESS REPORTS. 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 COALITION FOR AMERICAN JOBS C/O AMERICAN CHEMISTRY COUNCIL 700 2ND ST NE WASHINGTON DC 20002 275075681 501 C 6 1000000 GENERAL SUPPORT AMERICAN COUNCIL FOR CAPITAL FORMATION 1750 K STREET NW SUITE 400 WASHINGTON DC 20006 520991278 501 C 6 50000 GENERAL SUPPORT AMERICAN LEGISLATIVE EXCHANGE 1101 VERMONT AVE NW 11TH FLOOR WASHINGTON DC 20005 520140979 501 C 3 10000 EVENT SPONSORSHIP AMERICANS FOR PROSPERITY 2111 WILSON BLVD SUITE 350 ARLINGTON VA 22201 753148958 501 C 4 25500 ENERGY EDUCATION AMERICANS FOR TAX REFORM 722 12TH STREET NW 4TH FLOOR WASHINGTON DC 200053966 521403587 501 C 4 50000 ENERGY EDUCATION AMERICA'S WETLAND FOUNDATION 1055 ST CHARLES AVENUE SUITE 100 NEW ORLEANS LA 70130 300192739 501 C 3 50000 GENERAL SUPPORT ASSOCIATION FOR ENVIRONMENTAL HEALTH AND SCIENCES 150 FEARING STREET SUITE 21 AMHERST MA 01002 262624347 501 C 3 10000 EVENT SPONSORSHIP BUILDING & CONSTRUCTION TRADES DEPT AFL-CIO 815 16TH STREET NW SUITE 600 WASHINGTON DC 20006 530025755 501 C 3 10000 EVENT SPONSORSHIP BUSINESS INDUSTRY POLITICAL ACTION COMMITTEE (BIPAC) 888 SIXTEENTH STREET NW WASHINGTON DC 20006 131985476 N/A 250000 ENERGY EDUCATION CARBON SEQUESTRATION COUNCIL 1155 F STREET NW SUITE 700 WASHINGTON DC 20004 262304244 501 C 6 20000 GENERAL SUPPORT COMMON GROUND ALLIANCE 1421 PRINCE STREE SUITE 410 ALEXANDRIA VA 22314 411984081 501 C 3 10000 EVENT SPONSORSHIP CONGRESSIONAL COALITION ON ADOPTION INSTITUTE 311 MASSACHUSETTS AVENUE NW WASHINGTON DC 20002 542035617 501 C 3 50000 GENERAL SUPPORT CONGRESSIONAL HISPANIC CAUCUS INSTITUTE 911 SECOND STREET NE WASHINGTON DC 20002 521114225 501 C 3 125000 EVENT SPONSORSHIP CONGRESSIONAL SPORTSMEN'S FOUNDATION 110 NORTH CAROLINA AVE SE WASHINGTON DC 20003 521686163 501 C 3 10000 EVENT SPONSORSHIP CONSUMER ENERGY ALLIANCE 2211 NORFOLK STREET SUITE 614 HOUSTON TX 77098 261658339 501 C 4 35000 EVENT SPONSORSHIP ENERGY POLICY RESEARCH 1201 WISCONSIN AVENUE WASHINGTON DC 20007 131512139 501 C 6 30000 ENERGY POLICY RESEARCH ENVIRONMENTAL COUNCIL OF THE STATES 444 N CAPITOL STREET NW SUITE 305 WASHINGTON DC 20001 363962169 501 C 3 25000 GENERAL SUPPORT GROUND WATER RESEARCH & EDUCATION FOUNDATION 13308 N MACARTHUR BLVD OKLAHOMA CITY OK 73142 731271210 501 C 3 10000 GENERAL SUPPORT INDEPENDENT PETROLEUM ASSOCIATION OF AMERICA 1201 15TH STREET NW SUITE 300 WASHINGTON DC 20005 730296927 501 C 6 100000 ENERGY EDUCATION INSTITUTE FOR ENERGY RESEARCH 1100 H STREET NW SUITE 400 WASHINGTON DC 20005 760149778 501 C 3 50000 ENERGY POLICY RESEARCH INTERNATIONAL CONSERVATION CAUCUS FOUNDATION 3250 PROSPECT ST NW WASHINGTON DC 20007 830449176 501 C 3 25000 GENERAL SUPPORT MASSACHUSETTS INSTITUTE OF TECHNOLOGY (MIT) 77 MASSACHUSETTS AVENUE CAMBRIDGE MA 02139 042103594 501 C 3 33000 ENERGY EDUCATION MICHIGAN STATE UNIVERSITY 300 SPARTAN WAY EAST LANSING MI 488241005 386005984 SEC 115 50000 ENVIRONMENTAL RESEARCH MONTANA DEPARTMENT OF ENVIRONMENTAL QUALITY (MDEQ) 1100 NORTH LAST CHANCE GULCH HELENA MT 596200901 810302402 SEC 115 66642 PETRO-CHEMICAL RESEARCH MONTANA ECONOMIC DEVELOPERS ASSOCIATION (MEDA) 118 E SEVENTH STREET SUITE 2A ANACONDA MT 59711 810488036 501 C 3 10000 PETRO-CHEMICAL RESEARCH NATIONAL BLACK CHAMBER OF COMMERCE 1350 CONNECTICUT AVE NW 405 WASHINGTON DC 20036 351889294 501 C 3 30000 EVENT SPONSORSHIP NATIONAL FISH AND WILDLIFE FOUNDATION 1133 15TH STREET SUITE 1100 WASHINGTON DC 20005 521384139 501 C 3 50000 GENERAL SUPPORT NATIONAL FOREIGN TRADE COUNCIL 1625 K STREET NW SUITE 200 WASHINGTON DC 20006 135266965 501 C 6 20000 EVENT SPONSORSHIP NATIONAL FOUNDATION FOR WOMEN LEGISLATORS INC 910 16TH STREETNW SUITE 100 WASHINGTON DC 20006 521480785 501 C 3 10000 EVENT SPONSORSHIP NATIONAL PETROCHEMICAL & REFINERS ASSOCIATION 1667 K STREET SUITE 700 WASHINGTON DC 20006 530115970 501 C 6 45000 ENERGY EDUCATION NCLS FOUNDATION FOR STATE LEGISLATURES 7700 EAST FIRST PLACE DENVER CO 80230 742232576 501 C 3 7500 EVENT SPONSORSHIP NICHOLLS STATE UNIVERSITY FOUNDATION PO BOX 2062 THIBODEAUS LA 70310 726031425 501 C 3 20000 EVENT SPONSORSHIP NORTHWESTERN UNIVERSITY SCHOOL OF LAW 357 EAST CHICAGO AVENUE CHICAGO IL 60611 362167817 501 C 3 40000 CIVIL JUSTICE ISSUES OFFSHORE ENERGY CENTER 200 N DAIRY ASHFORD ST SUITE 4119 HOUSTON TX 770791101 760280571 501 C 3 10000 EVENT SPONSORSHIP OIL AND NATURAL GAS INDUSTRY LABOR MANAGEMENT COMMITTEE 101 N UNION STREET SUITE 305 ALEXANDRIA VA 22134 270567842 501 C 6 220000 GENERAL SUPPORT REPUBLICAN GOVERNORS PUBLIC POLICY COMMITTEE 1747 PENNSYLVANIA AVE NW SUITE 250 WASHINGTON DC 20006 200306803 501 C 4 10000 GENERAL SUPPORT SMALL BUSINESS AND ENTERPRENEURSHIP COUNCIL 2944 HUNTER MILL ROAD SUITE 204 OAKTON VA 22124 363756240 501 C 4 25000 GENERAL SUPPORT SOUTHERN CHRISTIAN LEADERSHIP CONFERENCE 320 AUBURN AVENUE NE ATLANTA GA 30303 580807748 501 C 4 25000 EVENT SPONSORSHIP STANFORD UNIVERSITY TERMAN ENGINEERING CENTER ROOM 452 STANFORD CA 943054026 941156365 501 C 3 15000 EVENT SPONSORSHIP STRONGER 13308 N MACARTHUR OKLAHOMA CITY OK 73142 311666039 501 C 3 200000 GENERAL SUPPORT TEXAS OIL AND GAS ASSOCIATION 304 WEST THIRTEENTH ST AUSTIN TX 787011823 204669692 501 C 6 10000 LEGAL ISSUES THE BRYCE HARLOW FOUNDATION 1701 PENNSYLVANIA AVE NW 400 WASHINGTON DC 20006 521266620 501 C 3 7500 EVENT SPONSORSHIP THE SIXTY PLUS ASSOCIATION 515 KING STREET SUITE 315 ALEXANDRIA VA 22314 541564919 501 C 4 25000 ENERGY EDUCATION UNITED STATES ASSOCIATION FOR ENERGY ECONOMICS (USAEE) 28790 CHAGRIN BLVD CLEVELAND OH 44122 341755274 501 C 6 10000 EVENT SPONSORSHIP UNIVERSITY OF CALIFORNIA DAVIS 1 SHIELDS AVENUE DAVIS CA 95616 946036494 SEC 115 180000 PETRO-CHEMICAL HEALTH EFFECT RESEARCH UNIVERSITY OF CONNECTICUT DEPT OF PHARMACEUTICAL SCIENCES 69 N EAGLEVILLE RD U- 3092 STORRS CT 06269 222505202 SEC 115 256839 PETRO-CHEMICAL RESEARCH VIRGINIA SUSTAINABLE BUILDING NETWORK PO BOX 6539 ARLINGTON VA 22206 541757778 501 C 3 10000 EVENT SPONSORSHIP VOLTA LIVE INC 5500 FRIENDSHIP BLVD 2322 N CHEVY CHASE MD 20815 255291054 N/A 10000 EVENT SPONSORSHIP KASICH-TAYLOR NEW DAY INAUGURAL COMMITTEE 340 E GAY STREET COLUMBUS OH 43215 273902346 N/A 10000 EVENT SPONSORSHIP PENNSYLVANIA INDEPENDENT OIL AND GAS ASSOCIATION (PIOGA) 115 VIP DRIVE SUITE 210 WEXFORD PA 15090 251815131 501 C 6 37500 ADVOCACY EFFORTS - PROPOSED TAX THE CORBETT CAWLEY INAUGURAL COMMITTEE 200 NORTH THIRD STREET 13TH FLOOR HARRISBURG PA 17101 273934993 501 C 4 15000 EVENT SPONSORSHIP GIRL SCOUT COUNCIL OF THE NATION'S CAPITAL 4301 CONN AVENUE NW SUITE M-2 WASHINGTON DC 20008 540732966 501 C 3 30000 EVENT SPONSORSHIP NALEO EDUCATION FUND 1122 W WASHINGTON ROAD 3RD FLOOR LOS ANGELES CA 90015 521212849 501 C 3 30000 EVENT SPONSORSHIP TRI-STATE BIRD RESCUE AND RESEARCH INC 110 POSSUM HOLLOW ROAD NEWARK DE 19711 510285807 501 C 3 10000 EVENT SPONSORSHIP 32 22 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 1 1 0 JACK N GERARD 2169760 0 2400000 0 102289 0 1724620 0 32203 0 6428872 0 0 0 HARRY M NG 298145 0 158700 0 182707 0 82946 0 19034 0 741532 0 0 0 JOHN E ROBERTSON 247600 0 109900 0 736 0 30562 0 11804 0 400602 0 0 0 MARTIN J DURBIN 443016 0 135000 0 9722 0 54391 0 27609 0 669738 0 0 0 KYLE B ISAKOWER 213860 0 97700 0 33089 0 66822 0 28713 0 440184 0 0 0 LINDA G ROZETT 229344 0 94300 0 2173 0 42778 0 3685 0 372280 0 0 0 ROBERT L GRECO 291953 0 143000 0 157865 0 80975 0 32267 0 706060 0 0 0 ERIK G MILITO 203860 0 80300 0 444 0 46344 0 30963 0 361911 0 0 0 JOHN D MODINE 230038 0 88400 0 32108 0 40779 0 18825 0 410150 0 0 0 ALVIS TRUMAN HUNT 286403 0 106200 0 221029 0 95652 0 26411 0 735695 0 0 0 HOWARD J FELDMAN 202680 0 70000 0 28628 0 75114 0 26453 0 402875 0 0 0 JOHN C FELMY 224250 0 59000 0 16981 0 53903 0 17744 0 371878 0 0 0 DREW P COBBS 216265 0 61400 0 36539 0 81700 0 29682 0 425586 0 0 0 JOHN P KEREKES 212613 0 44800 0 23334 0 115164 0 24063 0 419974 0 0 0 JIM CCRAIG 0 0 0 0 408039 0 0 0 6147 0 414186 0 175823 0 JAMES E FORD 0 0 0 0 400052 0 0 0 0 0 400052 0 203522 0 BRENDA S HARGETT 0 0 0 0 344709 0 30338 0 8483 0 383530 0 103915 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. 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, LINES 4A-B LINE 4A: THE FOLLOWING RECEIVED PAYMENTS BASED ON A SEVERANCE AGREEMENT: CRAIG, JIM C. - $195,768 FORD, JAMES E. - $160,780 HARGETT, BRENDA S. - $187,354 LINE 4B: PARTICIPANTS IN THE AMERICAN PETROLEUM INSTITUTE SUPPLEMENTAL BENEFIT PLANS RECEIVED CONTRIBUTIONS IN 2010 AS FOLLOWS: GERARD, JACK N. - $1,807,244 - INCLUDES NON-VESTED ACCRUAL OF $1,710,819 NG, HARRY M. - $209,776 - INCLUDES NON-VESTED ACCRUAL OF $28,593 GRECO, ROBERT L. - $184,017 - INCLUDES NON-VESTED ACCRUAL OF $27,991 DURBIN, MARTIN J. - $80,320 - INCLUDES NON-VESTED ACCRUAL OF $74,341 ROBERTSON, JOHN E. - $23,727 - INCLUDES NON-VESTED ACCRUAL OF $23,477 MODINE, JOHN D. - $29,724 ISAKOWER, KYLE B. - $51,930 - INCLUDES NON-VESTED ACCRUAL OF $19,865 ROZETT, LINDA G. - $32,603 - INCLUDES NON-VESTED ACCRUAL OF $31,603 MILITO, ERIK G. - $21,069 - NON-VESTED ACCRUAL ONLY HUNT, JR., ALVIS T. - $213,012 COBBS, DREW P. - $33,147 FELDMAN, HOWARD J. - $27,304 FELMY, JOHN C. - $14,565 KEREKES, JOHN P. - $17,968 LINE 4B: PARTICIPANTS IN THE AMERICAN PETROLEUM INSTITUTE SUPPLEMENTAL BENEFITS PLANS RECEIVED PAYMENTS IN 2010 AS FOLLOWS: CRAIG, JIM C. - $637,009 FORD, JAMES E. - $570,472 HARGETT, BRENDA S. - $147,682 COALITION FOR AMERICAN JOBS >35% OWNERSHIP;GERARD & DURBIN SERVE AS OFFICERS & BOARD MEMBERS 1000000 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 220000 CONTRIBUTIONS PROVIDED TO ORGANIZATIONS FOR GENERAL SUPPORT. 0 FORM 990, PART VI, SECTION A, LINE 1 API'S EXECUTIVE COMMITTEE CONSISTS OF 12 MEMBERS OF THE BOARD. 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 FOUR (4) MEMBERS CHOSEN PRINCIPALLY FROM THE LARGEST DUES-PAYING MEMBERS, INCLUDING AS MANY AS TWO (2) INDEPENDENT PETROLEUM PRODUCERS. 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, PROGRAM AND BUDGET DEVELOPMENT, OVERSIGHT, AND ADMINISTRATION. FORM 990, PART VI, SECTION A, LINE 2 BUSINESS RELATIONSHIP: CAZALOT, CLARENCE P.; TILLERSON, REX W.; NICHOLS, J. LARRY; GERARD, JACK N.; DURBIN, MARTIN J. FAMILY RELATIONSHIP: HUNT, RAY L.; HUNT, W. HERBERT FORM 990, PART VI, SECTION A, LINE 4 IN OCTOBER 2010, API'S BOARD OF DIRECTORS APPROVED A RESOLUTION TO MODIFY THE BYLAWS EFFECTIVE JANUARY 1, 2011 TO ACCOMPLISH THE FOLLOWING GOVERANCE CHANGES: (1) ELIMINATE THE ANNUAL REQUIREMENT TO REPLACE ONE-HALF (1/2) OF THE BOARD; (2) ALLOW SENIOR STAFF EXECUTIVES AUTHORIZED BY THE PRESIDENT TO SIGN, IN THE NAME OF THE INSTITUTE, CONTRACTS AUTHORIZED BY THE BOARD OF THE EXECUTIVE COMMITTEE; AND (3) CREATE TWO ADDITIONAL SEATS ON THE EXECUTIVE COMMITTEE TO BE FILLED BY THE BOARD WHEN CONSIDERED NECESSARY AND APPROPRIATE. CLARIFY THAT UNLESS RENOMINATED BY THE BOARD TO REMAIN ON THE EXECUTIVE COMMITTEE, THE SIX AT-LARGE MEMBERS AND THE GENERAL MEMBERSHIP COMMITTEE MEMBER MAY BE LIMITED TO TWO (2) CONSECUTIVE TERMS OF ONE (1) YEAR EACH. 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 2011, 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 2010. 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: -67,552. PENSION-RELATED CHANGES OTHER THAN NET PERIODIC PENSION COSTS 2,844,557. TOTAL TO FORM 990, PART XI, LINE 5: 2,777,005. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. AMERICAN PETROLEUM INSTITUTE POLITICAL ACTION COMMITTEE 1220 L STREET NW WASHINGTON DC 20005 272596972 PAC/SEPARATE SEGREGATED FUND DC 527 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0