2023-11-15T15:32:31-06:00 2022-12-31 571157523 APRIO LLP 111 ROCKVILLE PIKE SUITE 600 ROCKVILLE MD 20850 990 2022-01-01 131085700 NATIONAL ELECTRICAL MANUFACTURERS ASSOCIATION NATI 7038413200 1300 NORTH 17TH STREET 900 ROSSLYN VA 22209 DEBRA PHILLIPS PRESIDENT & CEO 7038413200 2023-11-15 1 DEBRA PHILLIPS 999009999 0 STACY CULLEN P00974308 3012316200 2023-11-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z NEMA DEBRA PHILLIPS 1300 NORTH 17TH STREET 900 ROSSLYN VA 22209 31738582 0 X WWW.NEMA.ORG X 1987 DE TO IMPROVE THE STATE OF ELECTRICAL MANUFACTURING IN THE U.S. 29 29 98 2150 29996 15624 0 0 18788270 20869807 2294595 1036362 1427993 1524975 22510858 23431144 65850 115940 0 0 12215806 13098219 0 0 0 5674568 10669562 17956224 23883721 4554634 -452577 26880642 23557975 14109068 13829718 12771574 9728257 X TO IMPROVE THE QUALITY OF ELECTRICAL SERVICE PRODUCTS TO THE PUBLIC; TO PROMOTE THE STANDARDIZATION OF ELECTRICAL, MEDICAL IMAGING, AND RADIOPHARMACEUTICAL PRODUCTS; (CONTINUED ON SCHEDULE O) 0 0 PRODUCT OPERATIONS: SERVES APPROXIMATELY 325 MEMBER COMPANIES, EACH OF WHICH MANUFACTURE ONE OR MORE PRODUCTS WITHIN THE ASSOCIATION'S PRODUCT SCOPE AREAS (OVER 50 DIFFERENT CATEGORIES). ACTIVITIES INCLUDE DEVELOPMENT AND PROMOTION OF VOLUNTARY PRODUCT STANDARDS, SURVEYS AND REPORTS, EDUCATIONAL PROGRAMS, SEMINARS, INTERNATIONAL TRADE MATTERS, AND PRODUCT SAFETY. ENGINEERING AND STANDARDS: PROVIDES TECHNICAL COORDINATION AND GUIDELINES TO ASSOCIATION MEMBERS ON STANDARDS, LEGISLATION AND REGULATIONS. DEVELOPS AND PUBLISHES NEMA STANDARDS. ENSURES PROPOSED STANDARDS DO NOT CONFLICT WITH EXISTING NATIONAL AND INFORMATIONAL STANDARDS. CONDUCTS ENGINEERING FIELD PROGRAMS TO PROVIDE FEEDBACK TO MEMBERS ON STATE AND LOCAL BUILDING AND ELECTRICAL CODE ISSUES. STATISTICAL AND INDUSTRY ANALYTICAL SERVICES: GATHERS, COMPILES, ANALYZES, AND DISSEMINATES STATISTICAL DATA ABOUT ELECTRICAL PRODUCTS, MEDICAL IMAGING, AND RADIOPHARMACEUTICAL INDUSTRIES. GOVERNMENT RELATIONS PROVIDES ISSUE ANALYSIS AND ADVOCACY ON BEHALF OF THE ASSOCIATION AND ITS PRODUCT SECTIONS ON LEGISLATIVE AND REGULATORY TOPICS THAT IMPACT ELECTRICAL EQUIPMENT AND MEDICAL IMAGING MARKETS. LEGISLATIVE AND REGULATORY ACTIVITY OCCURS AT FEDERAL, STATE, AND LOCAL LEVELS. TOPICS INCLUDE ENERGY, ENVIRONMENT, HEALTH AND SAFETY, TRADE, TRANSPORTATION, AND COMMERCIAL AFFAIRS. 0 0 0 1 0 0 0 0 1 1 1 0 1 1 1 1 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 70 0 1 98 1 1 1 0 0 0 0 0 0 0 X 29 29 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X MICHAEL PFEIFFER 7038413200 1300 N 17TH STREET SUITE 900 ROSSLYN VA 22209 RICHARD A STINSON CHAIR 5.00 X X 0 0 0 ANNETTE KAY CLAYTON IMMEDIATE PAST CHAIR 5.00 X X 0 0 0 BRIAN BRICKHOUSE TREASURER 5.00 X X 0 0 0 BETH WOZNIAK VICE CHAIR 5.00 X X 0 0 0 ANTHONY ALLARD GOVERNOR 1.00 X 0 0 0 GERBEN W BAKKER GOVERNOR 1.00 X 0 0 0 TOM DEITRICH GOVERNOR 1.00 X 0 0 0 GABRIEL GARZA HERRERA GOVERNOR 1.00 X 0 0 0 GREG GORMAN GOVERNOR 1.00 X 0 0 0 SUSAN HAKKARAINEN GOVERNOR 1.00 X 0 0 0 JAY HILL GOVERNOR 1.00 X 0 0 0 DANIEL L JONES GOVERNOR 1.00 X 0 0 0 FRANK KULASZEWICZ GOVERNOR 1.00 X 0 0 0 DARYOUSH LARIZADEH GOVERNOR 1.00 X 0 0 0 ROB MCILROY GOVERNOR 1.00 X 0 0 0 BRYAN MULLIGAN GOVERNOR 1.00 X 0 0 0 JACK NEHLIG TREASURER 1.00 X 0 0 0 SUE OZDEMIR GOVERNOR 1.00 X 0 0 0 TREVOR PALMER GOVERNOR 1.00 X 0 0 0 LOUIS V PINKHAM GOVERNOR 1.00 X 0 0 0 MICHAEL A PLASTER GOVERNOR 1.00 X 0 0 0 BARRY POWELL GOVERNOR 1.00 X 0 0 0 KEVIN A POYCK GOVERNOR 1.00 X 0 0 0 JOHN P SELLDORFF GOVERNOR 1.00 X 0 0 0 ANDERS SJOELIN GOVERNOR 1.00 X 0 0 0 RICK SPORRER GOVERNOR 1.00 X 0 0 0 KATHY STERIO GOVERNOR 1.00 X 0 0 0 BILL WALTZ GOVERNOR 1.00 X 0 0 0 MARK W WINGATE GOVERNOR 1.00 X 0 0 0 DEBRA PHILLIPS PRESIDENT & CEO 35.00 X 948422 0 159698 KEVIN J COSGRIFF PRES & CEO (UNTIL 1/2022) 35.00 X 679715 0 15375 PETER TOLSDORF SECRETARY/GENERAL COUNSEL 35.00 X 429884 0 49198 SONIA VAHEDIAN CHIEF OPERATING OFFICER 35.00 X 207114 0 4745 JEFFREY A TOMITZ CFO (UNTIL 7/2022) 35.00 X 644248 0 4875 SPENCER PEDERSON SVP, GOVERNMENT AFFAIRS 35.00 X 413795 0 18435 DONALD R LEAVENS SVP AND CHIEF ECONOMIST 35.00 X 397404 0 93720 PATRICK HOPE EXECUTIVE DIRECTOR, MITA 35.00 X 305843 0 28045 PATRICK E HUGHES SVP, TECH AND INDUSTRY AFFAIRS 35.00 X 352625 0 85505 PHILIP SQUAIR VP, GOV'T AFFAIRS (UNTIL 2/2022) 35.00 X 173559 0 6316 SUSAN BUNNING MANAGING DIR, PET 35.00 X 212058 0 26796 MEGHAN HAYES VP, TECHNICAL SVCS 35.00 X 188409 0 35575 STEVE GRIFFITH EXEC DIR, TRANSPORTATION SYSTEMS 35.00 X 177849 0 17925 JONATHAN STEWART MANAGING DIR, UTILITY SYSTEMS 35.00 X 164762 0 37314 STEVEN WILCOX SR DIRECTOR, BUS INTELLIGENCE 35.00 X 168005 0 37680 5463692 0 621202 49 0 1 0 SCHMIDT PUBLIC AFFAIRS 917 PRINCE STREET ALEXANDRIA VA 22314 PROFESSIONAL SERVICES/PUBLIC AFFAIRS/PUB 772500 FTI CONSULTING 555 12TH STREET NW WASHINGTON DC 20004 CONSULTING 574000 MCDERMOTT WILL & EMERY LLP PO BOX 1675 CAROL STREAM IL 60132 CONSULTING 410000 GP3 PARTNERS LLC 1500 WILSON BLVD ARLINGTON VA 22209 CONSULTING 408000 KOUNTOUPES DENHAM CARR & REID 607 14TH STREET NW WASHINGTON DC 20005 CONSULTING 300000 15 MEMBERSHIP DUES 541900 14706388 14706388 SPECIAL ASSESSMENTS 541900 3964127 3964127 MANAGEMENT SERVICES 541900 1010218 1010218 MEETING REGISTRATIONS 541900 538421 538421 COUNCIL FEES 541900 479391 479391 171262 171262 20869807 410067 410067 1463060 1463060 24696 0 24696 24696 24696 8933733 8304990 2448 628743 -2448 626295 626295 ADVERTISING INCOME 900099 29996 29996 MISCELLANEOUS INCOME 900099 7223 7223 37219 23431144 20869807 29996 2531341 X 115940 5018521 6340215 271782 753548 714153 44353 44939 52237 6516488 5697 87104 177969 1449098 481092 856342 318247 142387 MEMBERSHIPS 316214 SUBSCRIPTIONS AND PUBLI 125262 MISCELLANEOUS 16699 TAXES 15687 19747 23883721 7717839 2776933 798204 874203 246661 77887 4906365 3397550 1626104 1508815 4993105 5368803 8362612 5904597 4817544 3136117 2229193 26880642 23557975 2540170 2087513 7012911 3724648 4555987 8017557 14109068 13829718 X 12771574 9728257 12771574 9728257 26880642 23557975 X -452577 -2680541 89801 X 0 1 X 1 0 0 0 1 14706388 2022960 -687643 1335317 2500086 -1164769 11039615 -1625996 50955 9362664 12560910 886387 2324292 83390 11039615 11590614 1847540 800000 77244 12560910 10618915 1796891 750000 75192 11590614 13130745 -530992 1900000 80838 10618915 1.00000 0.00000 0.00000 0 0 2202020 1611933 590087 1178746 1163932 14814 1525599 621685 903914 1508815 CORPORATE BONDS 1917914 F INVESTMENT IN AFFILIATES 2876038 F US GOVERNMENT BONDS 1110645 F 5904597 SECURITY DEPOSITS 57021 SPLIT-DOLLAR LIFE INSURANCE 734593 DEFERRED COMPENSATION PLANS 1437579 2229193 DEFERRED COMPENSATION PLANS 1378057 POST-RETIREMENT BENEFIT 232625 LEASE LIABILITY 6406875 8017557 X 20788167 -2680541 89801 -2590740 23378907 52237 52237 23431144 23831484 0 23831484 52237 52237 23883721 PART V, LINE 4: THE BOARD HAS DESIGNATED INVESTMENT FUNDS THAT SUPPORT EIGHT OR FEWER MONTHS OF OPERATING RESERVES. PART X, LINE 2: NEMA EVALUATES UNCERTAINTY IN INCOME TAX POSITIONS BASED ON A MORE-LIKELY-THAN-NOT RECOGNITION STANDARD. IF THAT THRESHOLD IS MET, THE TAX POSITION IS THEN MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50 PERCENT LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. AS OF DECEMBER 31, 2022 AND 2021, THERE ARE NO ACCRUALS FOR UNCERTAIN TAX POSITIONS. IF APPLICABLE, NEMA RECORDS INTEREST AND PENALTIES AS A COMPONENT OF INCOME TAX EXPENSE. TAX YEARS FROM 2019 THROUGH THE CURRENT YEAR REMAIN OPEN FOR EXAMINATION BY TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN POST-RETIREMENT BENEFITS 89,801. NORTH AMERICA 1 1 PROGRAM SERVICES SEE STATEMENT 292416 1 1 0 0 1 1 292416 0 292416 0 0 0 0 0 0 PART III ACCOUNTING METHOD: SCHEDULE F, PART I, LINE 3(E) - DESCRIPTION OF PROGRAM SERVICE ACTIVITY: WORKED WITH VARIOUS STAKEHOLDERS TO DEVELOP ELECTRICAL PRODUCT STANDARDS AND COLLABORATED WITH INDUSTRY PROFESSIONALS IN THE RESPECTIVE COUNTRIES ON EMERGING PRODUCT TESTING AND CERTIFICATION POLICIES AND PRACTICES. 1 AMERICAN NATIONAL STANDARDS INSTITUTE 25 W 43RD STREET NEW YORK NY 10003 131635253 501(C)(3) 64800 0 SPONSORSHIP INSTITUTE OF MARKET TRANSFORMATION 1707 L STREET NW SUITE 500 WASHINGTON DC 20007 461966440 501(C)(4) 5720 0 GENERAL SUPPORT NATIONAL CONFERENCE OF STATE LEGISLATURES FOUNDATION 7700 EAST FIRST PLACE DENVER CO 80230 762232576 501(C)(3) 10000 0 SUPPORT ADVOCACY WORK 2 1 PART I, LINE 2: GRANTS ARE MADE TO ELIGIBLE (BASED ON PURPOSE/MISSION) ENTITIES IN THE U.S AND MONITORING INCLUDES FOLLOW UP REPORTS ON HOW THE FUNDS WERE USED. X X X X X X 1 1 0 DEBRA PHILLIPS PRESIDENT & CEO 637843 0 310579 0 0 0 136425 0 23273 0 1108120 0 0 0 KEVIN J COSGRIFF PRES & CEO (UNTIL 1/2022) 0 0 224417 0 455298 0 15375 0 0 0 695090 0 0 0 JEFFREY A TOMITZ CFO (UNTIL 7/2022) 157028 0 69000 0 418220 0 4875 0 0 0 649123 0 0 0 DONALD R LEAVENS SVP AND CHIEF ECONOMIST 247606 0 149798 0 0 0 85965 0 7755 0 491124 0 0 0 PETER TOLSDORF SECRETARY/GENERAL COUNSEL 285494 0 144390 0 0 0 25925 0 23273 0 479082 0 0 0 PATRICK E HUGHES SVP, TECH AND INDUSTRY AFFAIRS 237625 0 115000 0 0 0 60925 0 24580 0 438130 0 0 0 SPENCER PEDERSON SVP, GOVERNMENT AFFAIRS 260045 0 153750 0 0 0 0 0 18435 0 432230 0 0 0 PATRICK HOPE EXECUTIVE DIRECTOR, MITA 237755 0 68088 0 0 0 25925 0 2120 0 333888 0 0 0 SUSAN BUNNING MANAGING DIR, PET 183216 0 28842 0 0 0 11879 0 14917 0 238854 0 0 0 MEGHAN HAYES VP, TECHNICAL SVCS 172283 0 16126 0 0 0 16885 0 18690 0 223984 0 0 0 SONIA VAHEDIAN CHIEF OPERATING OFFICER 177864 0 29250 0 0 0 0 0 4745 0 211859 0 0 0 STEVEN WILCOX SR DIRECTOR, BUS INTELLIGENCE 152030 0 15975 0 0 0 15255 0 22425 0 205685 0 0 0 JONATHAN STEWART MANAGING DIR, UTILITY SYSTEMS 153184 0 11578 0 0 0 14717 0 22597 0 202076 0 0 0 STEVE GRIFFITH EXEC DIR, TRANSPORTATION SYSTEMS 163176 0 14673 0 0 0 15141 0 2784 0 195774 0 0 0 PHILIP SQUAIR VP, GOV'T AFFAIRS (UNTIL 2/2022) 27245 0 31600 0 114714 0 6316 0 0 0 179875 0 0 0 PART I, LINES 4A-B KEVIN J COSGRIFF RECEIVED A SEVERANCE PAYMENT IN 2022 BASED ON AN AGREEMENT BETWEEN NEMA AND MR. COSGRIFF. SCHEDULE J, PART I, LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN A TOTAL OF $340,000 WAS CONTRIBUTED TOWARDS SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANS FOR KEVIN COSGRIFF, JEFF TOMITZ, PATRICK HUGHES AND DONALD LEAVENS. FORM 990, PART III, LINE 1 NEMA REPRESENTS APPROXIMATELY 325 U.S. MANUFACTURERS OF ELECTRICAL AND MEDICAL IMAGING, AND RADIOPHARMACEUTICAL PRODUCTS. ITS MEMBERS REPRESENT ELECTRICAL INDUSTRIES COMPRISING OVER 50 PRODUCT SEGMENTS. NEMA'S ACTIVITIES ENCOMPASS DEVELOPMENTS WITHIN THE SMART GRID, ENERGY STORAGE, INDUSTRIAL ENERGY EFFICIENCY, AND HIGH-PERFORMANCE BUILDINGS AREAS. NEMA PROMOTES COMPETITIVENESS IN DOMESTIC AND FOREIGN MARKETS BY: (1) DEVELOPING AND HARMONIZING INDUSTRY STANDARDS AND CONFORMITY ASSESSMENT REGIMES; (2) SHAPING KEY LEGISLATION AND REGULATIONS; (3) PROVIDING EXCLUSIVE MARKET INTELLIGENCE TO MEMBER COMPANIES; AND (4) ENABLING NETWORKING ON INDUSTRY-WIDE ISSUES. MEMBER COMPANIES EMPLOY MORE THAN 800,000 WORKERS IN MORE THAN 7,000 MANUFACTURING FACILITIES IN THE U.S. AND PRODUCE MORE THAN $100 BILLION IN TOTAL SHIPMENTS. NEMA SUPPORTS INTERNATIONAL TRADE AND TECHNOLOGY AGREEMENTS THAT REDUCE FOREIGN TARIFFS, IMPORT QUOTAS, AND TECHNICAL BARRIERS TO TRADE. FORM 990, PART VI, SECTION A, LINE 6 REGULAR MEMBERS HAVE VOTING RIGHTS, ASSOCIATE MEMBERS DO NOT. FORM 990, PART VI, SECTION A, LINE 7A EACH REGULAR MEMBER SHALL DESIGNATE ONE OR MORE OF ITS REPRESENTATIVES AS ITS VOTING REPRESENTATIVE IN THE ASSOCIATION WITH THE POWER TO VOTE UPON ALL MATTERS PRESENTED TO THE MEMBERSHIP OF THE ASSOCIATION. IN NO CASE SHALL ANY MEMBER HAVE MORE THAN ONE VOTE. REGULAR MEMBERS HAVE VOTING RIGHTS, ASSOCIATE MEMBERS DO NOT. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS APPROVE THE ANNUAL BUDGET. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS CIRCULATED AMONG ALL MEMBERS OF THE GOVERNING BOARD FOR REVIEW, COMMENT, AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C NEMA MONITORS POSSIBLE CONFLICTS OF INTEREST BY TRAINING DIRECTORS, OFFICERS, AND STAFF ON PROHIBITED CONFLICTS OF INTEREST. NEMA ALSO HAS A CONTRACT REVIEW PROCESS THAT PROVIDES FOR APPROPRIATE MANAGEMENT REVIEW OF FINANCIAL COMMITMENT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS BENCHMARKED AGAINST THAT OF OTHER SIMILAR ORGANIZATIONS BY COMPARISON TO ANNUAL SURVEYS AND MARKET STUDIES AS WELL AS THE USE OF COMPENSATION CONSULTANTS. THE PRESIDENT'S AND SENIOR MANAGEMENT'S COMPENSATION IS REVIEWED AND APPROVED BY NEMA'S COMPENSATION COMMITTEE AND EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 NEMA'S BYLAWS ARE AVAILABLE TO THE PUBLIC ON NEMA'S WEBSITE. ALL OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS 6,132,847. CONTRACTED SERVICES 383,641. FORM 990, PART XI, LINE 9: CHANGE IN POST RETIREMENT HEALTH BENEFITS 89,801. NATIONAL ELECTRICAL MANUFACTURERS ASSOCIATION POLITICAL ACTION COMMITTEE 1300 NORTH 17TH STREET SUITE 900 ROSSLYN VA 22209 POLITICAL CAMPAIGN CONTRIBUTIONS VA 527 NEMA 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0