2025-11-13T10:37:13-06:00 2024-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2024-01-01 530259366 AMERICAN LAND TITLE ASSOCIATION AMER 2022963671 601 PENNSYLVANIA AVE NW 750N WASHINGTON DC 20004 CHRISTOPHER MORTON CHIEF EXECUTIVE OFFICER 2022963671 2025-11-12 1 1 J CALVIN MARKS P01226973 9197196400 2024 2025-03-06 01:10:19Z X CHRISTOPHER MORTON 601 PENNSYLVANIA AVE NW 750N WASHINGTON DC 20004 17689921 0 6014 X WWW.ALTA.ORG X 1971 DC TO PROMOTE THE SAFE AND EFFICIENT TRANSFER OF OWNERSHIP AND INTEREST IN REAL PROPERTY WITHIN THE FREE ENTERPRISE SYSTEM. 11 11 57 13 451450 77099 148100 147250 11392146 11962072 742736 1101183 47331 12098 12330313 13222603 0 0 0 0 7381963 7606548 0 0 0 9181005 9150108 16562968 16756656 -4232655 -3534053 30310783 26511947 8487328 7598016 21823455 18913931 TO PROMOTE THE SAFE AND EFFICIENT TRANSFER OF OWNERSHIP AND INTEREST IN REAL PROPERTY WITHIN THE FREE ENTERPRISE SYSTEM. 0 0 CONVENTIONS - ALTA, ALONG WITH AFFILIATED LAND TITLE ASSOCIATIONS AND OTHER INDUSTRY ORGANIZATIONS, HOSTS DOZENS OF MEETINGS EACH YEAR. EACH EVENT IS AN OPPORTUNITY TO NETWORK AND LEARN FROM INDUSTRY EXPERTS, VENDORS AND PEERS FROM ALL OVER THE COUNTRY. ALL OF ALTA'S MAJOR MEETINGS WERE HELD IN PERSON. ALTA SPRINGBOARD HAD 225 PEOPLE. ALTA ADVOCACY SUMMIT HAD 250 PEOPLE. ALTA ONE HAD 1,112 ATTENDEES. SEVERAL OF THE PROFESSIONAL DEVELOPMENT SESSIONS OFFER CONTINUING EDUCATION AND CONTINUING LEGAL EDUCATION CREDITS FOR PARTICIPANTS. THE GOVERNMENT AFFAIRS DEPARTMENT ENSURES THAT ALTA'S POSITIONS ARE HEARD BY CONGRESS AND FEDERAL GOVERNMENT AGENCIES BEFORE THEY ENACT LEGISLATION AND REGULATIONS. ALTA'S STATE LEGISLATIVE AND REGULATORY WORK CONSISTS OF ASSISTING STATE LAND TITLE ASSOCIATIONS IN EDUCATING POLICY MAKERS ABOUT THE VALUES OF THE TITLE INSURANCE INDUSTRY. IT ENABLES THESE ASSOCIATIONS TO EASILY EXCHANGE REGIONAL INDUSTRY TRENDS AND STATE ADVOCACY TRENDS. ALTA PROVIDES INDUSTRY SPECIFIC GOVERNMENT, MARKET AND TECHNOLOGY NEWS TO ITS MEMBERSHIP AS WELL AS TO THE GENERAL PUBLIC. ALTA ALSO PROVIDES PRESS RELEASES SUPPORTING RECENT STANCES AND OPINIONS OF THE ASSOCIATION AND ITS MEMBERSHIP, IN ADDITION TO PROVIDING MARKETING TOOLS TO MEMBERS TO PUBLICIZE THE INDUSTRY. ADDITIONALLY ALTA PUBLISHES A MONTHLY MAGAZINE (TITLE NEWS 21,944 SUBSCRIBERS), ELECTRONIC NEWSLETTERS, AND INDUSTRY STATISTICS AND TITLE INDUSTRY FINANCIAL INFORMATION. 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 40 0 1 57 1 1 1 0 0 0 1 1 0 0 0 X 11 11 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X CHRISTOPHER MORTON 2022963671 601 PENNSYLVANIA AVE NW 750N WASHINGTON DC 20004 RICHARD H WELSHONS PRESIDENT 2.00 3.00 X X 0 0 0 DAVID TOWNSEND PRESIDENT-ELECT 1.00 4.00 X X 0 0 0 DON O'NEIL TREASURER 1.00 2.00 X X 0 0 0 TARA SMITH TREASURER (TO OCT '24) 1.00 2.00 X X 0 0 0 CRAIG HASKINS CHAIR, A&A SECTION 1.00 3.00 X X 0 0 0 LISA M STEELE CHAIR, FINANCE COMMITTEE 1.00 2.00 X X 0 0 0 SCOTT T CHANDLER CHAIR, UND SECTION 1.00 3.00 X X 0 0 0 DON KENNEDY IMMEDIATE PAST PRESIDENT 2.00 2.00 X 0 0 0 JACK RATTIKIN III IMMEDIATE PAST PRESIDENT (TO OCT '24) 2.00 2.00 X 0 0 0 DEBORAH S BAILEY GOVERNOR 1.00 2.00 X 0 0 0 DAVID SCOTT GOVERNOR (FROM OCT '24) 1.00 2.00 X 0 0 0 QUINN H STUFFLEBEAM GOVERNOR 1.00 2.00 X 0 0 0 MARY THOMAS GOVERNOR (FROM OCT '24) 1.00 2.00 X 0 0 0 DIANE TOMB CEO 40.00 5.00 X 977115 0 64252 CORNELIA HORNER COO 40.00 2.00 X 418013 0 31183 KELLY ROMEO VP 40.00 X 307959 0 40448 CHRISTOPHER MORTON SR VP PUBLIC AFFAIRS 40.00 X 617074 0 49659 STEVEN GOTTHEIM GENERAL COUNSEL 40.00 X 286289 0 35454 ELIZABETH BLOSSER VP GOVERNMENT AFFAIRS 40.00 X 269038 0 23561 JEREMY YOHE VP COMMUNICATIONS 40.00 X 177457 0 18526 EMILY TRYON SR DIR PUBLIC POLICY & GOV 40.00 X 264372 0 35688 THERESA MCDERMOTT CHIEF PEOPLE OFFICER 40.00 X 198779 0 21885 KEVIN CAMERON DIRECTOR OF GOVERNMENT AFFAIRS 40.00 X 169965 0 12267 PAUL MARTIN DIRECTOR OF BUSINESS DEVELOPMENT 40.00 X 147905 0 33742 STEVEN GOLD PRODUCT DIRECTOR 40.00 X 141389 0 19834 3975355 0 386499 18 0 1 0 BULLY PULPIT INTERACTIVE LLC 1140 CONNECTICUT AVENUE NW SUITE 8 WASHINGTON DC 20036 CONSULTING SERVICES 1324989 THE BROADMOOR HOTEL 3601 CONNECTICUT AVE NW WASHINGTON DC 20008 CONVENTION SERVICES 919827 SIGNIA BY HILTON ORLANDO BONNET CREEK 14100 BONNET CREEK RESORT LN ORLANDO FL 32821 CONVENTION SERVICES 726749 MARATHON STRATEGIES LLC 38 E 29TH ST NEW YORK NY 10016 CONSULTING SERVICES 543647 HOLLAND & KNIGHT 800 17TH ST NW WASHINGTON DC 20006 LEGAL SERVICES 325000 12 147250 147250 MEMBER DUES 900099 6999737 6999737 CONVENTIONS 900099 2803584 2803584 LICENSING POLICY FORMS 900099 1365420 1365420 PRODUCT SERVICES 900099 341881 341881 TITLE NEWS 541800 234250 234250 217200 217200 11962072 684302 684302 4884199 4467318 416881 416881 416881 12098 12098 12098 13222603 11510622 451450 1113281 X 3316028 3160324 246048 505496 378652 282348 56039 405000 55593 3182285 47879 335575 948557 478335 462423 2226553 161566 86165 PROXY TAXES 167356 DUES & SUBSCRIPTIONS 129278 TAXES & LICENSES 73656 51500 16756656 6913926 3001042 -1355 1000000 1000000 505244 557730 2063472 1970704 225987 92768 20645160 21134209 76483 71853 943983 655700 30310783 26511947 2201165 1929571 5223964 5140056 1062199 528389 8487328 7598016 X 21823455 18913931 21823455 18913931 30310783 26511947 -3534053 624529 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 124060 0 0 0 6999737 1610000 1610000 1610000 540971 540228 743 1522501 1430476 92025 92768 LEASE LIABILITIES 453668 DEFERRED COMPENSATION 71853 DUE TO AFFILIATES 2842 DEFERRED RENT 26 528389 X PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT ALL OF THE ENTITIES HAVE PROPERLY MAINTAINED THEIR EXEMPT STATUS. ADDITIONALLY, MANAGEMENT HAS CONCLUDED THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2024 AND 2023. X 1 1 X X X X 0 0 0 DIANE TOMB CEO 769131 0 202000 0 5984 0 13800 0 50452 0 1041367 0 0 0 CHRISTOPHER MORTON SR VP PUBLIC AFFAIRS 496942 0 115000 0 5132 0 13800 0 35859 0 666733 0 0 0 CORNELIA HORNER COO 404093 0 10000 0 3920 0 13800 0 17383 0 449196 0 0 0 KELLY ROMEO VP 277275 0 25000 0 5684 0 12773 0 27675 0 348407 0 0 0 STEVEN GOTTHEIM GENERAL COUNSEL 267549 0 15000 0 3740 0 11973 0 23481 0 321743 0 0 0 EMILY TRYON SR DIR PUBLIC POLICY & GOV 240032 0 20000 0 4340 0 10921 0 24767 0 300060 0 0 0 ELIZABETH BLOSSER VP GOVERNMENT AFFAIRS 245865 0 20000 0 3173 0 10900 0 12661 0 292599 0 0 0 THERESA MCDERMOTT CHIEF PEOPLE OFFICER 184625 0 10000 0 4154 0 8127 0 13758 0 220664 0 0 0 JEREMY YOHE VP COMMUNICATIONS 169805 0 5000 0 2652 0 7137 0 11389 0 195983 0 0 0 KEVIN CAMERON DIRECTOR OF GOVERNMENT AFFAIRS 152523 0 15000 0 2442 0 4327 0 7940 0 182232 0 0 0 PAUL MARTIN DIRECTOR OF BUSINESS DEVELOPMENT 132221 0 10000 0 5684 0 6223 0 27519 0 181647 0 0 0 STEVEN GOLD PRODUCT DIRECTOR 137477 0 0 0 3912 0 5876 0 13958 0 161223 0 0 0 PART I, LINE 1A THE CEO IS PERMITTED OCCASIONAL TRAVEL FOR COMPANIONS. IT IS TAXABLE WHEN RECEIVED. FORM 990, PART VI, SECTION A, LINE 6 ANY BUSINESS ENTITY THAT PRIMARILY ENGAGES IN AND IS LEGALLY QUALIFIED TO ENGAGE IN THE BUSINESS OF LAND TITLE EVIDENCING OR INSURING AS AN ABSTRACTER, TITLE INSURANCE AGENT, OR TITLE INSURANCE UNDERWRITER, AND AGREES TO BE GOVERNED BY THE BYLAWS OF THE ASSOCIATION SHALL BE ELIGIBLE FOR ACTIVE MEMBERSHIP IN THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A THE OFFICERS OF THE ASSOCIATION ARE ELECTED ANNUALLY BY THE COLLECTIVE ACTIVE MEMBERS OF THE ASSOCIATION. THE ACTIVE MEMBERSHIP OF THE ASSOCIATION HAS TWO SECTIONS THAT EACH ELECT THREE GOVERNORS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT HAVE THE OPPORTUNITY TO LOOK OVER FORM 990 AND MAKE COMMENTS BEFORE THE DRAFT IS FINALIZED. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF SENIOR MANAGEMENT AND THE BOARD OF GOVERNORS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST WITHIN 3 MONTHS' TIME OF THEIR ELECTION OR APPOINTMENT; FAILURE TO DO SO WILL RESULT IN MANAGEMENT ACTION. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY THE CEO IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS AND COMPENSATION IS DETERMINED AT THAT TIME. COMPARABLE SALARY SURVEY INFORMATION AND ANNUAL PROGRESS REPORTS ARE USED TO DETERMINE EMPLOYEE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G BOARD DESIGNATED CONSULTING 2,612,970. PROFESSIONAL FEES 569,315. TITLE & SETTLEMENT AGENT REGISTRY LLC 1800 M STREET NW NO 300S WASHINGTON DC 20036 REGISTRY OF TITLE COMPANIES AND INSURERS DC 147250 3654767 ALTA ALTA GOOD DEEDS FOUNDATION 1800 M STREET NW NO 300S WASHINGTON DC 20036 852558405 CHARITABLE GRANTS DC 501(C)(3) LINE 12 ALTA 0 LAND TITLE INSTITUTE 1800 M STREET NW NO 300S WASHINGTON DC 20036 521189041 LAND TITLE EDUCATION DC 501(C)(3) LINE 12 ALTA 0 TITLE ACTION NETWORK 1800 M STREET NW NO 300S WASHINGTON DC 20036 460662435 LAND TITLE ADVOCACY DC 501(C)(6) ALTA 0 TITLE INDUSTRY POLITICAL ACTION COMMITTEE 1800 M STREET NW NO 300S WASHINGTON DC 20036 521081423 POLITICAL ACTION COMMITTEE DC 527 ALTA 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0