2023-11-11T17:28:55-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2022-01-01 130433430 AMERICAN PETROLEUM INSTITUTE AMER 2026828000 200 MASSACHUSETTS AVE NW 1100 WASHINGTON DC 20001 MICHAEL J SOMMERS PRESIDENT & CEO 2026828000 2023-10-05 0 MICHAEL SOMMERS 999009999 0 FRANK GIARDINI P00532355 2156433900 2023-10-05 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MICHAEL J SOMMERS 200 MASSACHUSETTS AVE NW 1100 WASHINGTON DC 20001 253602131 0 X WWW.API.ORG X 1919 DC SEE FORM 990, PART III, LINE 1 FOR COMPLETE MISSION STATEMENT 43 42 387 15000 0 0 0 0 204383376 213451127 346007 -523368 24059652 26464633 228789035 239392392 200500 136780 0 0 75008323 72895468 0 0 0 151516744 168605013 226725567 241637261 2063468 -2244869 119123451 119268843 161998092 144867593 -42874641 -25598750 X THE MISSION OF AMERICAN PETROLEUM INSTITUTE (API) IS TO PROMOTE SAFETY ACROSS THE INDUSTRY GLOBALLY AND TO INFLUENCE PUBLIC POLICY IN SUPPORT OF A STRONG, VIABLE U.S. OIL AND NATURAL GAS INDUSTRY. 0 0 ADVOCACY - API SPEAKS FOR THE OIL AND NATURAL GAS INDUSTRY BEFORE CONGRESS, THE EXECUTIVE BRANCH OF GOVERNMENT, STATE LEGISLATURES, AND THE MEDIA. IT NEGOTIATES WITH REGULATORY AGENCIES, REPRESENTS THE INDUSTRY IN LEGAL PROCEEDINGS, PARTICIPATES IN COALITIONS, AND WORKS IN PARTNERSHIP WITH OTHER ASSOCIATIONS TO ACHIEVE ITS MEMBERS' PUBLIC POLICY GOALS. RESEARCH AND STATISTICS - API CONDUCTS OR SPONSORS RESEARCH RANGING FROM ECONOMIC ANALYSES TO TOXICOLOGICAL TESTING. API COLLECTS, MAINTAINS, AND PUBLISHES STATISTICS AND DATA ON ALL ASPECTS OF U.S. INDUSTRY OPERATIONS, INCLUDING SUPPLY AND DEMAND FOR VARIOUS PRODUCTS, IMPORTS AND EXPORTS, DRILLING ACTIVITIES AND COSTS, AND WELL COMPLETIONS. THIS DATA PROVIDES TIMELY INDICATORS OF INDUSTRY TRENDS. API'S WEEKLY STATISTICAL BULLETIN IS THE MOST RECOGNIZED PUBLICATION, WIDELY REPORTED BY THE MEDIA. STANDARDS - FOR MORE THAN 100 YEARS, API HAS LED THE DEVELOPMENT OF PETROLEUM, NATURAL GAS AND PETROCHEMICAL EQUIPMENT AND OPERATING STANDARDS. THESE REPRESENT THE INDUSTRY'S COLLECTIVE WISDOM ON EVERYTHING FROM DRILL BITS TO ENVIRONMENTAL PROTECTION AND EMBRACE PROVEN, SOUND ENGINEERING AND OPERATING PRACTICES AND SAFE, INTERCHANGEABLE EQUIPMENT AND MATERIALS. API MAINTAINS OVER 800 STANDARDS AND RECOMMENDED PRACTICES. MANY HAVE BEEN INCORPORATED INTO STATE AND FEDERAL REGULATIONS AND THEY ARE ALSO THE MOST WIDELY CITED STANDARDS BY THE INTERNATIONAL REGULATORY COMMUNITY. CERTIFICATION - EACH DAY, THE OIL AND NATURAL GAS INDUSTRY DEPENDS ON EQUIPMENT TO PRODUCE, REFINE, AND DISTRIBUTE ITS PRODUCTS. THE EQUIPMENT USED IS SOME OF THE MOST TECHNOLOGICALLY ADVANCED AVAILABLE IN THE SEARCH FOR OIL AND GAS AND ALLOWS THE INDUSTRY TO OPERATE IN AN ENVIRONMENTALLY SAFE MANNER. DESIGNED FOR MANUFACTURERS OF PRODUCTION, DRILLING, AND REFINERY EQUIPMENT, THE API MONOGRAM PROGRAM VERIFIES THAT MANUFACTURERS ARE OPERATING IN COMPLIANCE WITH INDUSTRY STANDARDS. API ALSO PROVIDES QUALITY, ENVIRONMENTAL, AND OCCUPATIONAL HEALTH AND SAFETY MANAGEMENT SYSTEMS CERTIFICATION THROUGH ITS API QUALITY REGISTRAR PROGRAM. API ALSO CERTIFIES INSPECTORS OF INDUSTRY EQUIPMENT THROUGH ITS INDIVIDUAL CERTIFICATION PROGRAMS. API OFFERS A WITNESSING PROGRAM TO OBSERVE CRITICAL MATERIAL AND EQUIPMENT TESTING AND VERIFICATION. API TRAINING OFFERS OIL AND GAS PROFESSIONALS COMPREHENSIVE ELEARNING AND INSTRUCTOR-LED TRAINING COURSES ON API STANDARDS AND OTHER IMPORTANT INDUSTRY TOPICS. API'S WORKSAFE PROGRAM IS A SERVICE STATION CONTRACTOR SAFETY QUALIFICATION PROGRAM THAT IDENTIFIES PERSONNEL WHO HAVE RECEIVED TRAINING FOR AND PASSED STANDARDIZED EXAMS COVERING THE LATEST SERVICE STATION INDUSTRY SAFETY PRACTICES. API ALSO OPERATES A CERTIFICATION PROGRAM FOR MOTOR OILS THAT MEET API'S PUBLISHED PERFORMANCE STANDARDS FOR BOTH GASOLINE AND DIESEL ENGINES. EVENTS AND TRAINING - API ORGANIZES SEMINARS, WORKSHOPS, CONFERENCES, 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. SAFETY - THE CENTER FOR OFFSHORE SAFETY IS AN INDUSTRY SPONSORED PROGRAM THAT WAS ESTABLISHED TO PROVIDE TOOLS, PEER LEARNING OPPORTUNITIES, GOOD PRACTICES AND SUPPORT FOR COMPANIES OPERATING ON THE U.S. OUTER CONTINENTAL SHELF. API'S SYSTEM PROGRAMS SAFETY ASSESSMENTS, INCLUDING THE PROCESS SAFETY SITE ASSESSMENT PROGRAM (PSSAP) AND THE PIPELINE SAFETY MANAGEMENT SYSTEM (SMS) ASSESSMENT PROGRAM, PROVIDE FOR INDEPENDENT ASSESSMENT BY CREDIBLE, THIRD-PARTY SAFETY EXPERTS OF A REFINERY'S (PSSAP) OR AN OPERATOR'S (PIPELINE SMS) SAFETY MANAGEMENT SYSTEMS BASED UPON API'S STANDARDS AND RECOMMENDED PRACTICES. THROUGH API'S ENERGY EXCELLENCE PROGRAM, API'S MEMBER COMPANIES COMMIT TO ENHANCE THE INTEGRITY OF OPERATIONS ACROSS THE INDUSTRY BY APPLYING STANDARDS, IMPLEMENTING WORKFORCE TRAINING PROGRAMS, AND PARTICIPATING IN PERFORMANCE INITIATIVES. 0 0 1 1 0 0 0 0 0 1 0 0 1 1 0 0 1 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 311 0 387 1 0 1 BR CH 0 0 0 0 1 0 X 43 42 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 CA X AMY KRIZ 2026828000 200 MASSACHUSETTS AVE NW 1100 WASHINGTON DC 20001 MICHAEL J SOMMERS PRESIDENT AND CEO 40.00 0.00 X X 2793734 0 689316 MICHAEL K WIRTH CHAIRMAN OF THE BOARD 0.50 0.00 X X 0 0 0 AL MONACO BOARD MEMBER & CHAIR FIN CMTE 0.50 0.00 X X 0 0 0 ALAN S ARMSTRONG BOARD MEMBER 0.50 0.00 X 0 0 0 JOSEPH A BLOUNT BOARD MEMBER 0.50 0.00 X 0 0 0 WILLIE CHIANG BOARD MEMBER 0.50 0.00 X 0 0 0 JOHN J CHRISTMANN BOARD MEMBER 0.50 0.00 X 0 0 0 SANDY ESSLEMONT BOARD MEMBER 0.50 0.00 X 0 0 0 W RANDALL FOWLER BOARD MEMBER 0.50 0.00 X 0 0 0 ANN G FOX BOARD MEMBER - START MAR 2022 0.50 0.00 X 0 0 0 JACK A FUSCO BOARD MEMBER 0.50 0.00 X 0 0 0 GREG C GARLAND BOARD MEMBER 0.50 0.00 X 0 0 0 CHRIS GOLDEN BOARD MEMBER 0.50 0.00 X 0 0 0 MIKE J HENNIGAN BOARD MEMBER 0.50 0.00 X 0 0 0 JOHN B HESS BOARD MEMBER 0.50 0.00 X 0 0 0 VICKI HOLLUB BOARD MEMBER 0.50 0.00 X 0 0 0 W HERBERT HUNT BOARD MEMBER 0.50 0.00 X 0 0 0 ROGER HUTSON BOARD MEMBER - START MAR 2022 0.50 0.00 X 0 0 0 ROGER W JENKINS BOARD MEMBER 0.50 0.00 X 0 0 0 THOMAS E JORDEN BOARD MEMBER 0.50 0.00 X 0 0 0 KEVIN P KAUFFMAN BOARD MEMBER 0.50 0.00 X 0 0 0 TRACY W KROHN BOARD MEMBER 0.50 0.00 X 0 0 0 RYAN M LANCE BOARD MEMBER 0.50 0.00 X 0 0 0 MATTHEW LANIGAN BOARD MEMBER - START MAR 2022 0.50 0.00 X 0 0 0 RODERICK D LARSON BOARD MEMBER 0.50 0.00 X 0 0 0 DAVID C LAWLER BOARD MEMBER 0.50 0.00 X 0 0 0 JEFFREY W MARTIN BOARD MEMBER 0.50 0.00 X 0 0 0 BRENDAN MCCRACKEN BOARD MEMBER 0.50 0.00 X 0 0 0 JEFF MILLER BOARD MEMBER 0.50 0.00 X 0 0 0 RICHARD E MUNCRIEF BOARD MEMBER 0.50 0.00 X 0 0 0 OLIVIER LE PEUCH BOARD MEMBER 0.50 0.00 X 0 0 0 DOUGLAS J PFERDEHIRT BOARD MEMBER 0.50 0.00 X 0 0 0 FRANOIS POIRIER BOARD MEMBER 0.50 0.00 X 0 0 0 FERDINANDO RIGARDO BOARD MEMBER 0.50 0.00 X 0 0 0 LORENZO SIMONELLI BOARD MEMBER 0.50 0.00 X 0 0 0 TRAVIS D STICE BOARD MEMBER 0.50 0.00 X 0 0 0 ARJA TALAKAR BOARD MEMBER 0.50 0.00 X 0 0 0 LEE M TILLMAN BOARD MEMBER 0.50 0.00 X 0 0 0 MICHAEL P URE BOARD MEMBER - START MAR 2022 0.50 0.00 X 0 0 0 GRETCHEN H WATKINS BOARD MEMBER 0.50 0.00 X 0 0 0 BILL WAY BOARD MEMBER 0.50 0.00 X 0 0 0 DARREN W WOODS BOARD MEMBER 0.50 0.00 X 0 0 0 KAREN B WRIGHT BOARD MEMBER 0.50 0.00 X 0 0 0 BRIAN COFFMAN BOARD MEMBER - LEFT JUL 2022 0.50 0.00 X 0 0 0 PAUL L HOWES BOARD MEMBER - LEFT FEB 2022 0.50 0.00 X 0 0 0 BRIGHAM A MCCOWN BOARD MEMBER - LEFT JAN 2022 0.50 0.00 X 0 0 0 GERALDINE SLATTERY BOARD MEMBER - LEFT MAY 2022 0.50 0.00 X 0 0 0 AMANDA E EVERSOLE EXECUTIVE VP & CHIEF ADVOCACY OFFR 40.00 0.00 X 1198224 0 108928 SHANNON DIBARI SR VP, BUS OPERATIONS & STRATEGY 40.00 0.00 X 666332 0 88694 RYAN P MEYERS SR VP & CHIEF LEGAL OFFICER 40.00 0.00 X 633367 0 101754 PAUL AFONSO SR VP, CHIEF LGL OFFR -LEFT JAN 2022 40.00 0.00 X 521250 0 -113320 MEGAN B BLOOMGREN SR VP, COMMUNICATIONS 40.00 0.00 X 969224 0 151248 FRANK J MACCHIAROLA SR VP, POLICY, ECONOMICS & REG AFFRS 40.00 0.00 X 684825 0 -2901 ANCHAL S LIDDAR SR VP, GLOBAL -INDUSTRY SERVICES 40.00 0.00 X 535019 0 104387 BENNY SETO VP AND CHIEF FINANCIAL OFFICER 40.00 0.00 X 360050 0 60640 WILLIAM A KOETZLE SR VP, GOV RELATIONS - LEFT MAR 2022 40.00 0.00 X 288191 0 -85919 JOHN P WAGNER VP & DEPUTY GENERAL COUNSEL 40.00 0.00 X 543328 0 228142 STEVEN SISNEROS VP, EXTERNAL MOBILIZATION 40.00 0.00 X 472293 0 77983 STEPHEN COMSTOCK VP AND SENIOR COUNSELOR 40.00 0.00 X 391236 0 37465 ROBIN RORICK VP, MIDSTREAM POLICY 40.00 0.00 X 406206 0 -135844 ROLF W HANSON VP, STATE GOVERNMENT RELATIONS 40.00 0.00 X 500459 0 -183056 MICHAEL J PFEIFFER FORMER KEY EMPLOYEE 40.00 0.00 X 321845 0 64991 11285583 0 1192508 223 1 1 0 MAIN STREET MEDIA GROUP PO BOX 25093 ALEXANDRIA VA 22313 ADVERTISING 31846313 ORGANIZING MONTROSS GROUP INC 2101 L ST NW SUITE 800 WASHINGTON DC 20037 CONSULTING AND ADVERTISING 5310000 MOODY INTERNATIONAL LTD 25025 I-45 NORTH SUITE 111 SPRING TX 77380 PROFESSIONAL SERVICES 3750925 BRIDGER PHOTONICS INC 2310 UNIVERSITY WAY BLDG 4-4 BOZEMAN MT 59715 RESEARCH 3433822 BROADAXIS INC 1400 PRESTON RD SUITE 400 PLANO TX 75093 IT CONSULTING 2529606 238 MEMBERSHIP DUES 900099 109781426 109781426 CERTIFICATION PROGRAM 900099 97424012 97424012 MEETING REVENUE 900099 6141062 6141062 SUBSCRIPTIONS 900099 104627 104627 213451127 841059 841059 26328526 26328526 12845312 13215285 994454 -369973 -994454 -1364427 -1364427 PAYROLL MANAGEMENT REIMBURSEMENTS 900099 38676 38676 LEGAL SETTLEMENTS 900099 21500 21500 REFUNDS 900099 2612 2612 73319 73319 136107 239392392 239779653 0 -387261 X 126780 10000 9753043 386836 46283580 7074107 6123466 3274436 8181135 204654 5865285 80421 35595653 45392344 3581555 10868429 722689 5693635 6096020 8656536 3752413 1601430 STUDIES/RESEARCH 16159823 THIRD-PARTY OUTREACH 14887229 NET PERIODIC BENEFIT 656684 INCOME AND EXCISE TAXES 519277 89801 241637261 22665930 25429289 352097 1077062 12347143 16136314 3472784 4542523 50107748 36702879 16463117 13404869 33940521 31275146 29881859 27403640 119123451 119268843 19091719 17200595 7847558 19520604 135058815 108146394 161998092 144867593 X -42874641 -25598750 -42874641 -25598750 119123451 119268843 X -2244869 -2302761 21823521 X 0 1 X 1 0 7285000 0 0 7285000 7285000 1 REPUBLICAN ATTORNEYS GENERAL ASSOCIATION 1201 F STREET NW SUITE 675 WASHINGTON DC 20004 464501717 125000 REPUBLICAN GOVERNORS ASSOCIATION 1747 PENNSYLVANIA AVE NW STE 25 WASHINGTON DC 20006 113655877 135000 REPUBLICAN STATE LEADERSHIP COMMITTEE 1201 F STREET NW SUITE 675 WASHINGTON DC 20004 050532524 25000 CONGRESSIONAL LEADERSHIP FUND 1747 PENNSYLVANIA AVE NW 5TH FLO WASHINGTON DC 20006 453578123 3000000 SENATE LEADERSHIP FUND 45 N HILL DRIVE SUITE 100 WARRENTON VA 20186 472994920 4000000 AMERICAN PETROLEUM INSTITUTE POLITICAL ACTION COMMITTEE 200 MASSACHUSETTS AVE NW STE 1100 WASHINGTON DC 20001 262596972 38003 0 0 1 109781426 24539756 -54823833 -30284077 60379784 -90663861 PART I-A, LINE 1: API CONDUCTS POLITICAL ACTIVITIES THROUGH A SEPARATE SEGREGATED FUND, AMERICAN PETROLEUM INSTITUTE POLITICAL ACTION COMMITTEE. IN 2022, API MADE PAYMENTS TOTALING $7,285,000 TO SECTION 527 POLITICAL ORGANIZATIONS. 11267271 2909823 8357448 1126034 984893 141141 37714443 32808163 4906280 13404869 RIGHT-OF-USE ASSET 27403640 27403640 POST-RETIREMENT BENEFITS, OTHER THAN PENSION 32570858 LEASE LIABILITY, NET 48278648 ACCRUED PENSION LIABILITY 22623229 SUPPLEMENTAL BENEFIT PLANS 4673659 108146394 238125442 -2302761 121778 -2180983 240306425 80421 -994454 -914033 239392392 220814379 -20742461 -20742461 241556840 80421 80421 241637261 PART XI, LINE 2D - OTHER ADJUSTMENTS: API POLITICAL ACTION COMMITTEE CONSOLIDATED IN AUDITED FINANCIAL STATEMENTS 121,778. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSET -994,454. PART XII, LINE 2D - OTHER ADJUSTMENTS: OTHER PENSION AND POST-RETIREMENT BENEFIT CHANGES -21,823,521. API POLITICAL ACTION COMMITTEE CONSOLIDATED IN AUDITED FINANCIAL STATEMENTS 86,606. LOSS ON FIXED ASSET DISPOSAL 994,454. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES CERTIFICATION PROGRAMS 51487 EAST ASIA AND THE PACIFIC 1 3 PROGRAM SERVICES CERTIFICATION PROGRAMS 9493862 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES CERTIFICATION PROGRAMS 2760674 MIDDLE EAST AND NORTH AFRICA 1 2 PROGRAM SERVICES CERTIFICATION PROGRAMS 2324873 NORTH AMERICA 0 0 PROGRAM SERVICES CERTIFICATION PROGRAMS 863580 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES GRANTS TO RECIPIENTS 10000 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES CERTIFICATION PROGRAMS 310071 SOUTH AMERICA 1 2 PROGRAM SERVICES CERTIFICATION PROGRAMS 1170285 SOUTH ASIA 0 0 PROGRAM SERVICES CERTIFICATION PROGRAMS 1360055 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES CERTIFICATION PROGRAMS 190302 3 7 0 0 3 7 16984832 1550357 18535189 EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT FOR FLUORINE FREE TESTS ON CRUDE OIL 10000 WIRE 0 0 1 0 0 0 0 0 1 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. PART III ACCOUNTING METHOD: 1 CONGRESSIONAL HISPANIC LEADERSHIP INSTITUTE INC 700 PENNSYLVANIA AVE SE SUITE 2004 WASHINGTON DC 20003 200392012 501(C)(3) 15000 0 GENERAL SUPPORT EVERYBODY WINS DC 666 11TH STREET NW SUITE 1030 WASHINGTON DC 20001 521938281 501(C)(3) 48667 0 GENERAL SUPPORT GREAT MINDS IN STEM 2465 W WHITTIER BLVD STE 202 MONTEBELLO CA 90640 954577359 501(C)(3) 18113 0 GENERAL SUPPORT NATIONAL URBAN LEAGUE 120 WALL STREET 8TH FLOOR NEW YORK NY 10005 131840489 501(C)(3) 25000 0 GENERAL SUPPORT US CHAMBER OF COMMERCE FOUNDATION 1615 H STREET NW WASHINGTON DC 20062 461561597 501(C)(3) 15000 0 GENERAL SUPPORT 5 0 PART I, LINE 2: IN ORDER TO ENSURE ALL GRANT FUNDS ARE USED FOR THEIR INTENDED PURPOSE, 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 X 1 1 X X X X 1 1 0 MICHAEL J SOMMERS PRESIDENT AND CEO 1786271 0 862500 0 144963 0 658794 0 30522 0 3483050 0 0 0 AMANDA E EVERSOLE EXECUTIVE VP & CHIEF ADVOCACY OFFR 843045 0 301500 0 53679 0 75458 0 33470 0 1307152 0 0 0 MEGAN B BLOOMGREN SR VP, COMMUNICATIONS 471771 0 447501 0 49952 0 120726 0 30522 0 1120472 0 270296 0 JOHN P WAGNER VP & DEPUTY GENERAL COUNSEL 371893 0 64000 0 107435 0 197620 0 30522 0 771470 0 0 0 SHANNON DIBARI SR VP, BUS OPERATIONS & STRATEGY 485542 0 150000 0 30790 0 86921 0 1773 0 755026 0 0 0 RYAN P MEYERS SR VP & CHIEF LEGAL OFFICER 484054 0 130000 0 19313 0 80086 0 21668 0 735121 0 0 0 FRANK J MACCHIAROLA SR VP, POLICY, ECONOMICS & REG AFFRS 512700 0 150000 0 22125 0 -4674 0 1773 0 681924 0 0 0 ANCHAL S LIDDAR SR VP, GLOBAL -INDUSTRY SERVICES 406471 0 115000 0 13548 0 73865 0 30522 0 639406 0 0 0 STEVEN SISNEROS VP, EXTERNAL MOBILIZATION 345251 0 120100 0 6942 0 44581 0 33402 0 550276 0 0 0 STEPHEN COMSTOCK VP AND SENIOR COUNSELOR 319528 0 65800 0 5908 0 14940 0 22525 0 428701 0 0 0 BENNY SETO VP AND CHIEF FINANCIAL OFFICER 294825 0 60100 0 5125 0 30500 0 30140 0 420690 0 0 0 PAUL AFONSO SR VP, CHIEF LGL OFFR -LEFT JAN 2022 58388 0 126962 0 335900 0 -113472 0 152 0 407930 0 126962 0 MICHAEL J PFEIFFER FORMER KEY EMPLOYEE 267247 0 49200 0 5398 0 32056 0 32935 0 386836 0 0 0 ROLF W HANSON VP, STATE GOVERNMENT RELATIONS 417532 0 72800 0 10127 0 -213578 0 30522 0 317403 0 0 0 ROBIN RORICK VP, MIDSTREAM POLICY 360532 0 39200 0 6474 0 -166366 0 30522 0 270362 0 0 0 WILLIAM A KOETZLE SR VP, GOV RELATIONS - LEFT MAR 2022 113189 0 141492 0 33510 0 -94490 0 8571 0 202272 0 140919 0 PART I, LINE 1A FIRST-CLASS OR CHARTER TRAVEL - 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. NO FLIGHTS WERE CHARTERED DURING 2022. 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 INDEMNIFICATION AND GROSS UP PAYMENTS - FOR EMPLOYEES WHO QUALIFY TO PARTICIPATE IN THE NONQUALIFIED 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 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. PERSONAL SERVICES - API PROVIDES AN ANNUAL ALLOWANCE OF $5,000 TO THE PRESIDENT & CEO TO BE USED FOR FINANCIAL PLANNING AND TAX PREPARATION SERVICES. THIS ALLOWANCE IS TREATED AS TAXABLE INCOME TO THE PRESIDENT & CEO. API PROVIDES A PERSONAL DRIVER TO THE PRESIDENT & CEO PRIMARILY FOR BUSINESS PURPOSES. ANY PERSONAL USAGE IS TREATED AS TAXABLE INCOME TO THE PRESIDENT & CEO. PART I, LINES 4A-B IN 2022, THE FOLLOWING PARTICIPANTS IN THE AMERICAN PETROLEUM INSTITUTE 457(F) SUPPLEMENTAL BENEFIT PLANS RECEIVED VESTED CONTRIBUTIONS THAT WERE INCLUDED IN THE PARTICIPANT'S 2022 W-2, AS WELL AS NON-VESTED CONTRIBUTIONS. THE TOTAL VESTED AND NON-VESTED CONTRIBUTIONS IN 2022 WERE AS FOLLOWS: MICHAEL J. SOMMERS $764,324 RYAN P. MEYERS $68,787 AMANDA E. EVERSOLE $97,792 SHANNON DIBARI $74,775 BENNY SETO $566 MEGAN B. BLOOMGREN $119,694 ANCHAL S. LIDDAR $57,549 STEVEN SISNEROS $21,654 JOHN P. WAGNER $100,298 FRANK J. MACCHIAROLA $80,991 STEPHEN COMSTOCK $1,193 ROBIN RORICK $19,749 ROLF W. HANSON $29,784 THE FOLLOWING PARTICIPANTS IN THE AMERICAN PETROLEUM INSTITUTE 457(F) SUPPLEMENTAL BENEFIT PLANS RECEIVED A DISTRIBUTION IN 2022 AS FOLLOWS, THIS DISTRIBUTION WAS INCLUDED IN THE PARTICIPANT'S 2022 W-2: PAUL AFONSO $3,077 WILLIAM A. KOETZLE $5,360 THE FOLLOWING OFFICER WHO SERVED THROUGH JANUARY 2022 RECEIVED A COMPENSATION SEGMENTATION PAYMENT INCLUDED IN THE OFFICER'S 2022 W-2: PAUL AFONSO $291,942 NEGATIVE AMOUNTS REPORTED IN SCHEDULE J PART II COLUMN (C) INCLUDE FORFEITURES OF UNVESTED BENEFITS IN 457(F) SUPPLEMENTAL BENEFIT PLANS BY EMPLOYEES WHO SEPARATED FROM EMPLOYMENT WITH API. THESE FORFEITED BENEFITS ARE LISTED BELOW: PAUL AFONSO $119,311 WILLIAM A. KOETZLE $106,094 FORM 990, PART VI, SECTION A, LINE 1A THERE SHALL BE AN EXECUTIVE COMMITTEE COMPOSED OF UP TO FIFTEEN (15) BUT NO LESS THAN TWELVE (12) MEMBERS OF THE BOARD, INCLUDING THE API CHAIRMAN OF THE BOARD AND THE CHAIR OF THE FINANCE COMMITTEE, WHO SHALL BE ELECTED ANNUALLY. THE PRESIDENT SERVES AS AN EX OFFICIO VOTING MEMBER. THE CHAIRMAN OF THE BOARD SHALL SERVE AS CHAIRMAN OF THE EXECUTIVE COMMITTEE. ANY VACANCY SHALL BE FILLED BY THE EXECUTIVE COMMITTEE UNTIL THE NEXT MEETING OF THE BOARD. REPRESENTATIVES OF THE TOP SIX (6) DUES PAYERS SHALL ALWAYS BE MEMBERS OF THE EXECUTIVE COMMITTEE, WITH THE REMAINING SEVEN (7) MEMBERS CHOSEN FROM THE REMAINING DUES PAYERS. ONE (1) MEMBER OF THE EXECUTIVE COMMITTEE SHALL REPRESENT THE API GENERAL MEMBERSHIP COMMITTEE. UNLESS RENOMINATED BY THE BOARD OF DIRECTORS TO REMAIN ON THE EXECUTIVE COMMITTEE, THE SEVEN (7) AT-LARGE MEMBERS AND THE GENERAL MEMBERSHIP COMMITTEE MEMBER MAY BE LIMITED TO TWO (2) CONSECUTIVE TERMS OF ONE (1) YEAR EACH. THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO EXERCISE ALL 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 6 API IS A TRADE ASSOCIATION WITH MEMBERSHIP DRAWN FROM THE OIL AND NATURAL GAS INDUSTRY. MEMBERSHIP IS AT A COMPANY (PARTNERSHIP, COMPANY, OR CORPORATION) LEVEL. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD MEMBERS ARE ELECTED BY THE BOARD OF DIRECTORS AT THE ANNUAL MEETING, FROM WITHIN THE MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B API'S FORM 990 IS REVIEWED BY API'S EXECUTIVE STAFF AND BY THE FINANCE COMMITTEE BEFORE 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. ALL EMPLOYEES ARE ASKED TO CONFIRM THEIR COMPLIANCE WITH THE STANDARDS OF CONDUCT POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR API'S PRESIDENT & CEO, OTHER OFFICERS, AND KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE, 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. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE FOR PUBLIC INSPECTION. FORM 990, PART IX, LINE 11G EMPLOYMENT AGENCY FEES 282,719. RETIREMENT PLAN FEES 185,230. OTHER CONSULTING FEES 4,291,159. ADVOCACY CONSULTANT FEES 8,773,934. GIS AUDITOR SERVICES 22,062,611. FORM 990, PART XI, LINE 9: OTHER PENSION AND POST-RETIREMENT BENEFIT CHANGES 21,823,521. AMERICAN PETROLEUM INSTITUTE HOLDING LLC 200 MASSACHUSETTS AVE NW STE 1100 WASHINGTON DC 20001 130433430 HOLDS A MINORITY INTEREST IN API-BRASIL CONSULTORIA LDTA. DE 0 0 AMERICAN PETROLEUM INSTITUTE API-BRASIL CONSULTORIA LTDA AVENIDA ALMIRANTE BARROSO 81 RIO DE JANEIRO BR 20031-004 981154471 BUSINESS DEVELOPMENT BR 0 145355 AMERICAN PETROLEUM INSTITUTE AMERICAN PETROLEUM INSTITUTE POLITICAL ACTION COMMITTEE 200 MASSACHUSETTS AVE STE 1100 WASHINGTON DC 20001 272596972 POLITICAL ACTION COMMITTEE/SEPARATE SEGREGATED FUND DC 527 AMERICAN PETROLEUM INSTITUTE 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 1 0 AMERICAN PETROLEUM INSTITUTE POLITICAL ACTION COMMITTEE L 87581 FAIR MARKET VALUE AMERICAN PETROLEUM INSTITUTE POLITICAL ACTION COMMITTEE N 76300 FAIR MARKET VALUE AMERICAN PETROLEUM INSTITUTE POLITICAL ACTION COMMITTEE O 218026 FAIR MARKET VALUE