2023-10-19T10:11:41-05:00 2022-12-31 111986323 MARCUM LLP 1899 L STREET NW 850 WASHINGTON DC 20036 990 2022-01-01 521073576 THE MANUFACTURING INSTITUTE MANU 2026373426 733 10TH STREET NW 700 WASHINGTON DC 20001 TODD BOPPELL TREASURER 2026373426 2023-10-18 1 TODD BOPPELL 999009999 1 AARON M FOX P01365820 2028225000 2023-10-18 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z TODD BOPPELL 733 10TH STREET NW 700 WASHINGTON DC 20001 8998894 0 X WWW.THEMANUFACTURINGINSTITUTE.ORG X 1976 DC THE MANUFACTURING INSTITUTE'S MISSION IS TO BUILD, DIVERSIFY AND STRENGTHEN THE MANUFACTURING WORKFORCE OF TODAY AND TOMORROW. THE MANUFACTURING INSTITUTE BUILDS A RESILIENT MANUFACTURING WORKFORCE PREPARED FOR THE CHALLENGES AND OPPORTUNITIES OF THE FUTURE. THROUGH IMPLEMENTING GROUNDBREAKING PROGRAMS, CONVENING INDUSTRY LEADERS AND CONDUCTING INNOVATIVE RESEARCH, THE MI FURTHERS INDIVIDUAL OPPORTUNITY, COMMUNITY PROSPERITY AND A MORE COMPETITIVE MANUFACTURING INDUSTRY. AS THE 501(C)3 NONPROFIT WORKFORCE DEVELOPMENT AND EDUCATION AFFILIATE OF THE NATIONAL ASSOCIATION OF MANUFACTURERS, THE MI IS A TRUSTED ADVISER TO MANUFACTURERS, EQUIPPING THEM WITH SOLUTIONS TO ADDRESS THE TOUGHEST WORKFORCE ISSUES. 8 6 0 6 0 0 10831183 7616714 855931 1372948 1177 9232 0 0 11688291 8998894 50000 50000 0 0 3793106 4430794 0 0 622000 3334678 7156971 7177784 11637765 4510507 -2638871 12149684 10834691 1141852 2465730 11007832 8368961 X THE MANUFACTURING INSTITUTE'S MISSION IS TO BUILD, DIVERSIFY AND STRENGTHEN THE MANUFACTURING WORKFORCE OF TODAY AND TOMORROW. THE MANUFACTURING INSTITUTE BUILDS A RESILIENT MANUFACTURING WORKFORCE PREPARED FOR THE CHALLENGES AND OPPORTUNITIES OF THE FUTURE. THROUGH IMPLEMENTING GROUNDBREAKING PROGRAMS, CONVENING INDUSTRY LEADERS AND CONDUCTING INNOVATIVE RESEARCH, THE MI FURTHERS INDIVIDUAL OPPORTUNITY, COMMUNITY PROSPERITY AND A MORE COMPETITIVE MANUFACTURING INDUSTRY. AS THE 501(C)3 NONPROFIT WORKFORCE DEVELOPMENT AND EDUCATION AFFILIATE OF THE NATIONAL ASSOCIATION OF MANUFACTURERS, THE MI IS A TRUSTED ADVISER TO MANUFACTURERS, EQUIPPING THEM WITH SOLUTIONS TO ADDRESS THE TOUGHEST WORKFORCE ISSUES. 0 0 2125000 OUTREACH TO UNDER-RESOURCED SCHOOLS: THROUGH THE THREE-YEAR DISCOVERY EDUCATION SIGNATURE PARTNERSHIP BETWEEN THE MI AND DISCOVERY EDUCATION, THE PROGRAM UPLIFTS UNDER-REPRESENTED YOUTH IN SPECIFIC COMMUNITIES THROUGH EDUCATION. THIS IS DONE THROUGH A ROBUST SUITE OF STEM-FOCUSED EDUCATION RESOURCES FROM DISCOVERY EDUCATION TO ENGAGE 30 UNDER-RESOURCED SCHOOLS IN KEY MARKETS. 1547957 CREATING CONNECTIONS FOR VETERANS: HEROES MAKE AMERICA BUILDS CONNECTIONS BETWEEN THE MILITARY COMMUNITY AND THE MANUFACTURING INDUSTRY. THE PROGRAM PROVIDES INTEGRATED CERTIFICATION AND CAREER-READINESS TRAINING IN PARTNERSHIP WITH LOCAL COMMUNITY COLLEGES TO PREPARE TRANSITIONING SERVICE MEMBERS, VETERANS, NATIONAL GUARD, RESERVISTS, AND MILITARY SPOUSES FOR REWARDING CAREERS IN MANUFACTURING. MORE THAN 1,000 TRANSITIONING SERVICE MEMBERS HAVE GRADUATED FROM THE PROGRAM AND OVER 5,300 CERTIFICATIONS HAVE BEEN ISSUED SINCE ITS INCEPTION IN 2018. 1278093 830474 ELEVATING ROLE MODELS AND EMPOWERING WOMEN: THE WOMEN MAKE AMERICA (WMA) INITIATIVE (FORMERLY CALLED "STEP AHEAD") IS THE NATION'S MARQUEE PROGRAM TO CLOSE THE GENDER GAP IN MANUFACTURING. WMA EMPOWERS AND INSPIRES WOMEN IN THE MANUFACTURING INDUSTRY THROUGH RECOGNITION, RESEARCH, LEADERSHIP, AND MENTORING. THE INITIATIVE INCLUDES THE ANNUAL WOMEN MAKE AMERICA AWARDS, RECOGNIZING WOMEN IN SCIENCE, TECHNOLOGY, ENGINEERING, AND PRODUCTION CAREERS WHO EXEMPLIFY LEADERSHIP WITHIN THEIR COMPANIES AND THE TOP EMERGING FEMALE LEADERS IN MANUFACTURING. 4491642 50000 542474 4491642 50000 542474 9442692 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 22 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 6 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X DENISE WESTON 2026373000 733 10TH STREET NW 700 WASHINGTON DC 20001 X JAY TIMMONS CHAIRMAN OF THE BOARD 2.00 40.00 X X 0 4886150 866592 TODD BOPPELL DIRECTOR 1.00 40.00 X 0 702286 38713 MARY ANDRINGA DIRECTOR 1.00 X 0 0 0 VICKI HOLT DIRECTOR 1.00 X 0 0 0 KARL HUTTER DIRECTOR 1.00 1.00 X 0 0 0 CHRIS NIELSEN DIRECTOR 1.00 1.00 X 0 0 0 NICOLAS PINCHUK DIRECTOR 1.00 1.00 X 0 0 0 KATHY WENGEL DIRECTOR 1.00 1.00 X 0 0 0 CAROLYN LEE PRESIDENT & EXECUTIVE DIRECTOR 40.00 1.00 X 536903 0 46091 JULIE CHASE GENERAL COUNSEL AND SECRETARY 1.00 40.00 X 0 271322 29218 SIMON SURAN TREASURER 1.00 40.00 X 0 219393 27458 KEITH SMITH CHIEF ADMINISTRATIVE OFFICER 34.00 6.00 X 407698 71947 32196 GARDNER CARRICK VP - WORKFORCE SOLUTIONS 40.00 X 262704 0 21377 HERBERT GRANT VP - PROGRAM EXECUTION 40.00 X 265950 0 11018 AMANDA JORGENSON VP - STRATEGIC ENG. AND INCLUSION 40.00 X 234849 0 40782 DAVID MCKNIGHT VP - BUSINESS RELATIONS & PTRSHIPS 40.00 X 233185 0 25820 JAMES DAVIS NATIONAL DIRECTOR - FAME USA 40.00 X 167100 0 35281 2108389 6151098 1174546 7 0 1 0 ENVOY ADVISORY LLC 21 BUTLER PLACE 3E BROOKLYN NY 11238 CONSULTANTS, SECOND CHANCE HIRING INIT. 337000 EVERFI 2300 N STREET NW SUITE 500 WASHINGTON DC 20037 CONSULTANTS FOR ENDEAVOR INITIATIVE 259000 CMI AUDIOVISUAL 9901 BUSINESS PARKWAY LANHAM MD 20706 AUDIO VISUAL 218043 SOLUTIONS FOR INFORMATION DESIGN LLC 8204 GREENTREE MANOR LANE FAIRFAX STATION VA 22039 CONSULTANT, MILITARY LERS INITIATIVE 207763 MMA EVENTS LLC 1851 S CLUB DRIVE LANDOVER MD 20785 EVENT STAGING 188624 10 425000 94888 7096826 7616714 MEETINGS 900099 1097061 1097061 CONTRACT SERVICES 900099 275887 275887 1372948 9232 9232 8998894 1372948 0 9232 X 50000 50000 945087 99223 661891 183973 2793980 2121914 318724 353342 691727 348666 258376 84685 10738 10738 22834 22834 5256558 5213208 43350 498 498 200819 170485 30334 120000 20000 100000 310716 262069 48647 1136661 1114633 22028 DUES & SUBSCRIPTIONS 54396 11087 43309 MISCELLANEOUS 22462 16734 5728 TRAINING 21289 14673 6616 11637765 9442692 1573073 622000 7084985 6593022 5064699 4233319 0 8350 2320 2320 0 0 12149684 10834691 994164 1282330 147688 1183400 1141852 2465730 X 1449314 1235401 9558518 7133560 11007832 8368961 12149684 10834691 -2638871 0 X 0 1 X 1 0 X 2806622 2635055 7361564 10831183 7616714 31251138 2806622 2635055 7361564 10831183 7616714 31251138 12479931 18771207 337 13339 4707 1177 9232 28792 6193 30450 5 36648 31316578 5356459 0.59940 0.60650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 764 764 11637001 11637765 731888 182972 0 0 345167 347615 508889 731888 1933559 2900339 4082 5541 1814 764 12201 86292 86904 127222 182972 483390 725085 55000 440 55440 55000 1177 1177 55000 55000 4707 4707 55000 1055000 13339 1013339 55000 1055000 337 337 1055000 0 0 2320 2320 0 0 X 8998894 0 8998894 0 8998894 11637765 0 11637765 0 11637765 PART X, LINE 2: THE INSTITUTE PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. 1 CHRYSALIS MINISTRIES INC 509 SAN PEDRO SAN ANTONIO TX 78212 741914047 501(C)(3) 50000 0 SUPPORT EXPANSION AND GROWTH OF SAN ANTONIO'S SECOND CHANCE HIRING INITIATIVE 1 0 PART I, LINE 2: ALL NEW GRANTS BROUGHT IN BY THE MANUFACTURING INSTITUTE ARE ASSIGNED A UNIQUE ACCOUNT NUMBER. THE INSTITUTE PROVIDES THE ACCOUNTING STAFF WITH AN APPROVED BUDGET FOR THE GRANT ALONG WITH DETAILED INFORMATION AS TO HOW THE FUNDS WILL BE SPENT (I.E. SALARIES, CONSULTANTS, SUPPLIES, ETC). CONSULTANTS CONTRACTS ARE ALSO SUPPLIED FOR DOCUMENTATION. THE FUNDS ARE MONITORED ON A MONTHLY BASIS BY THE NAM CONTROLLER, THE INSTITUTE'S TREASURER, AND THE INDIVIDUAL PROJECT MANAGERS. FOR GRANTS PROVIDED BY THE MANUFACTURING INSTITUTE, THE AWARDEES ARE REQUIRED TO ENTER INTO A WRITTEN SERVICE AGREEMENT WITH THE INSTITUTE THAT OUTLINES THE SCOPE OF SERVICES OR WORK TO BE PERFORMED WITH GRANT FUNDS, TERM OF FUNDING, AND SPECIFIC DELIVERABLES EXPECTED. THESE AGREEMENTS ARE SUBJECT TO THE INSTITUTE'S CONTRACT AUTHORIZATION POLICY. AS PART OF THE MANUFACTURING INSTITUTE'S MISSION, IT HAS PROVIDED GRANT FUNDING TO ORGANIZATIONS TO EXPAND SECOND CHANCE HIRING INITIATIVES WITH REGIONAL PARTNERS TO PROMOTE THE RECRUITMENT OF INDIVIDUALS INVOLVED WITH THE JUSTICE SYSTEM INTO MANUFACTURING CAREERS. 0 1 0 0 0 0 0 0 0 JAY TIMMONS CHAIRMAN OF THE BOARD 0 1547710 0 1650000 0 1688440 0 844900 0 21692 0 5752742 0 1509000 TODD BOPPELL DIRECTOR 0 457036 0 245000 0 250 0 24400 0 14313 0 740999 0 0 CAROLYN LEE PRESIDENT & EXECUTIVE DIRECTOR 366403 0 170500 0 0 0 24400 0 21691 0 582994 0 0 0 KEITH SMITH CHIEF ADMINISTRATIVE OFFICER 272548 48097 135150 23850 0 0 20740 3660 6627 1169 435065 76776 0 0 JULIE CHASE GENERAL COUNSEL AND SECRETARY 0 231384 0 39938 0 0 0 21188 0 8030 0 300540 0 0 GARDNER CARRICK VP - WORKFORCE SOLUTIONS 211476 0 51228 0 0 0 20922 0 455 0 284081 0 0 0 HERBERT GRANT VP - PROGRAM EXECUTION 217498 0 48452 0 0 0 10555 0 463 0 276968 0 0 0 AMANDA JORGENSON VP - STRATEGIC ENG. AND INCLUSION 183742 0 51107 0 0 0 19311 0 21471 0 275631 0 0 0 DAVID MCKNIGHT VP - BUSINESS RELATIONS & PTRSHIPS 165138 0 48672 0 19375 0 18830 0 6990 0 259005 0 0 0 SIMON SURAN TREASURER 0 214393 0 5000 0 0 0 8067 0 19391 0 246851 0 0 JAMES DAVIS NATIONAL DIRECTOR - FAME USA 142530 0 24570 0 0 0 13885 0 21396 0 202381 0 0 0 PART I, LINE 3 ALL EMPLOYEES OF THE MANUFACTURING INSTITUTE ARE COMPENSATED BY THE NATIONAL ASSOCIATION OF MANUFACTURERS. NAM USES AN INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, AND APPROVAL BY THE BOARD TO ESTABLISH COMPENSATION FOR THE EXECUTIVE DIRECTOR OF THE MANUFACTURING INSTITUTE. PART I, LINE 4B JAY TIMMONS, CHAIRMAN OF THE BOARD AND CEO AND PRESIDENT OF NAM, PARTICIPATES IN A 457(F) PLAN. IN 2022, $820,500 WAS ACCRUED FOR THE PLAN AND IS REPORTED IN SCHEDULE J, PART II, COLUMN C. HE ALSO RECEIVED A $1,509,000 DISTRIBUTION FROM THE PLAN, WHICH IS REPORTED IN SCHEDULE J, PART II, COLUMNS B(III) AND F. FORM 990, SCHEDULE J, PART II: NONE OF THE COMPENSATION OF JAY TIMMONS, TODD BOPPELL, JULIE CHASE AND SIMON SURAN IS PAID BY THE MANUFACTURING INSTITUTE. THE COMPENSATION OF ALL OTHER INDIVIDUALS LISTED IN FORM 990, PART VII, SECTION A, AS WELL AS FORM 990, SCHEDULE J, PART II IS PAID BY THE NATIONAL ASSOCIATION OF MANUFACTURERS AND OTHER THAN KEITH SMITH REIMBURSED 100% BY THE MANUFACTURING INSTITUTE. 85% OF KEITH SMITH'S COMPENSATION IS REIMBURSED BY THE MANUFACTURING INSTITUTE. FORM 990, SCHEDULE J, PART III: ALL EMPLOYEES OF THE MANUFACTURING INSTITUTE ARE COMPENSATED BY THE NATIONAL ASSOCIATION OF MANUFACTURERS AND THE MANUFACTURING INSTITUTE REIMBURSES THE NATIONAL ASSOCIATION OF MANUFACTURERS FOR THEIR SALARIES AND BENEFITS. THE NATIONAL ASSOCIATION OF MANUFACTURERS USES AN INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, AND APPROVAL BY THE BOARD TO ESTABLISH COMPENSATION FOR THE EXECUTIVE DIRECTOR OF THE MANUFACTURING INSTITUTE. FORM 990, PART VI, SECTION A, LINE 6 THE NATIONAL ASSOCIATION OF MANUFACTURERS IS THE SOLE MEMBER OF THE MANUFACTURING INSTITUTE. FORM 990, PART VI, SECTION A, LINE 7A THE NATIONAL ASSOCIATION OF MANUFACTURERS APPOINTS THE MEMBERS OF THE MANUFACTURING INSTITUTE'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND TREASURER, AND THEN REVIEWED AND APPROVED BY THE CHAIR AND A SECOND DIRECTOR. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND KEY EMPLOYEES HAVE TO COMPLETE AN ANNUAL CONFLICT OF INTEREST FORM DISCLOSING ANY CONFLICTS OR POTENTIAL CONFLICTS, AND THE FORMS ARE REVIEWED BY THE MI'S GENERAL COUNSEL. ANY CONCERNS ARE REPORTED TO THE MI BOARD BY THE MI GENERAL COUNSEL. FORM 990, PART VI, SECTION B, LINE 15A ALL EMPLOYEES OF THE MI ARE COMPENSATED BY THE NATIONAL ASSOCIATION OF MANUFACTURERS. THE EXECUTIVE DIRECTOR'S ANNUAL COMPENSATION IS APPROVED BY THE MI BOARD. IN ADDITION TO THE ANNUAL PERFORMANCE APPRAISAL SYSTEM, THE BOARD REVIEWS DATA FOR VARIOUS SOURCES, INCLUDING OTHER SIMILAR ORGANIZATIONS, THIRD PARTY CONSULTANTS, AND OTHER INDUSTRY DATA, TO DETERMINE THE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A: NONE OF THE COMPENSATION OF JAY TIMMONS, TODD BOPPELL, JULIE CHASE AND SIMON SURAN IS PAID BY THE MANUFACTURING INSTITUTE. THE COMPENSATION OF ALL OTHER INDIVIDUALS LISTED IN FORM 990, PART VII, SECTION A, AS WELL AS FORM 990, SCHEDULE J, PART II IS PAID BY THE NATIONAL ASSOCIATION OF MANUFACTURERS AND OTHER THAN KEITH SMITH REIMBURSED 100% BY THE MANUFACTURING INSTITUTE. 85% OF KEITH SMITH'S COMPENSATION IS REIMBURSED BY THE MANUFACTURING INSTITUTE. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 3,009,065. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,009,065. OTHER SERVICE FEES: PROGRAM SERVICE EXPENSES 2,204,143. MANAGEMENT AND GENERAL EXPENSES 27,062. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,231,205. TEMPORARY LABOR: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 16,288. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,288. NATIONAL ASSOCIATION OF MANUFACTURERS 733 10TH STREET NW 700 WASHINGTON DC 20001 131084330 TRADE ASSOCIATION NY 501(C)(6) N/A N/A 0 INDUSTRIAL RESEARCH INSTITUTE 733 10TH STREET NW 700 WASHINGTON DC 20001 131540990 PROMOTE, DEVELOP, AND EDUCATE ABOUT INDUSTRIAL RESEARCH NY 501(C)(6) N/A NAM 0 MANUFACTURERS SERVICES INC 733 10TH STREET NW 700 WASHINGTON DC 20001 043769589 OFFERING NAM MEMBERS LOW COST SERVICES - DISSOLVED 05/2022 DC NAM C 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 NATIONAL ASSOCIATION OF MANUFACTURERS C 425000 FMV NATIONAL ASSOCIATION OF MANUFACTURERS N 120000 FMV NATIONAL ASSOCIATION OF MANUFACTURERS O 4611214 FMV NATIONAL ASSOCIATION OF MANUFACTURERS P 1162392 FMV