2025-11-17T16:39:21-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 999 THIRD AVENUE SUITE 2800 SEATTLE WA 98104 990 2024-01-01 911444105 THE NATIONAL BUREAU OF ASIAN RESEARCH NATI 2066327370 600 UNIVERSITY STREET 1012 SEATTLE WA 98101 MICHAEL WILLS PRESIDENT 2066327370 2025-11-16 1 1 EMINA O CRESSWELL P01217304 2063026500 2025-11-16 2024 2025-03-06 01:10:19Z MICHAEL WILLS 600 UNIVERSITY STREET 1012 SEATTLE WA 98101 4782625 0 X WWW.NBR.ORG X 1989 WA SEE SCHEDULE O. 14 13 37 100 0 0 3289009 4054608 1108649 727522 538 495 0 0 4398196 4782625 0 0 0 0 2904205 2445634 9715 2250 457574 2588724 1621019 5502644 4068903 -1104448 713722 2383724 3141474 3898179 3940464 -1514455 -798990 SEE SCHEDULE O. 0 0 2757041 727522 NBR CONDUCTS ADVANCED RESEARCH ON POLITICS AND SECURITY, ECONOMICS AND TRADE, AND HEALTH ISSUES, WITH EMPHASIS ON THOSE OF INTEREST TO THE UNITED STATES. THE INSTITUTION DISSEMINATES ITS RESEARCH THROUGH BRIEFINGS, PUBLICATIONS, CONFERENCES, CONGRESSIONAL TESTIMONY, AND ONLINE FORUMS, AND BY COLLABORATING WITH LEADING INSTITUTIONS WORLDWIDE. NBR ALSO PROVIDES EXCEPTIONAL INTERNSHIP AND FELLOWSHIP OPPORTUNITIES FOR THE PURPOSES OF ATTRACTING AND TRAINING THE NEXT GENERATION OF ASIA SPECIALISTS AND LEADERS. 2757041 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 41 0 1 37 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X JENNIE MATTINGLY 2066327370 600 UNIVERSITY STREET SUITE 1012 SEATTLE WA 98101 MICHAEL WILLS PRESIDENT 36.00 X X 217369 0 40004 ROY KAMPHAUSEN PRESIDENT (THRU 06/24) 1.00 X X 147004 0 4445 JOHN V RINDLAUB CHAIRMAN 5.00 X X 0 0 0 QUENTIN W KUHRAU TREASURER 5.00 X X 0 0 0 HO-YOUNG AHN DIRECTOR 1.00 X 0 0 0 RICHARD J ELLINGS DIRECTOR 1.00 X 0 0 0 JONATHAN GREENERT DIRECTOR 1.00 X 0 0 0 CHARLES HOOPER DIRECTOR 1.00 X 0 0 0 MELODY MEYER DIRECTOR 1.00 X 0 0 0 LONG NGUYEN DIRECTOR 1.00 X 0 0 0 HUAN NGUYEN DIRECTOR 1.00 X 0 0 0 KENNETH B PYLE DIRECTOR 1.00 X 0 0 0 JONATHAN ROBERTS DIRECTOR 1.00 X 0 0 0 TOM ROBERTSON DIRECTOR 1.00 X 0 0 0 CYNTHIA WATSON DIRECTOR 1.00 X 0 0 0 THOMAS W ALBRECHT DIRECTOR (THRU 05/24) 1.00 X 0 0 0 KURT GLAUBITZ DIRECTOR (THRU 05/24) 1.00 X 0 0 0 MITCHELL WALDMAN DIRECTOR (THRU 05/24) 1.00 X 0 0 0 JENNIE MATTINGLY VICE PRESIDENT 36.00 X 112281 0 6063 ALISON SZALWINSKI VICE PRESIDENT (THRU 11/24) 40.00 X 111237 0 5490 KAROLOS KARNIKIS SENIOR VP, INFORMATION MAN 40.00 X 162060 0 31403 749951 0 87405 5 0 1 0 0 435422 3619186 4054608 FEDERAL CONTRACTS 541900 364604 364604 CONFERENCE REVENUE 541900 215250 215250 CORPORATE CONTRACTS 541900 94577 94577 PUBLICATION REVENUE 541900 53091 53091 727522 495 495 4782625 727522 0 495 837355 232390 378825 226140 1170690 963046 146585 61059 37796 31092 4733 1971 224591 184755 28122 11714 175202 100617 51432 23153 74061 74061 6000 6000 2250 2250 8969 8969 66921 26076 40845 3504 3140 364 44722 27998 12344 4380 54771 36161 12960 5650 192932 127380 45651 19901 217651 178092 1118 38441 125932 119929 13 5990 33424 22067 7909 3448 49762 32855 11774 5133 19934 13161 4717 2056 RESEARCH COMMISSIONS 360363 321863 38500 FELLOWSHIP EXPENSE 275196 275196 OTHER EXPENSES 71688 47342 16955 7391 PUBLICATIONS PRODUCTION 15189 13881 911 397 4068903 2757041 854288 457574 68915 109313 641 21 79395 1093971 506461 319019 157598 101551 571353 478210 142905 93143 19319 15966 1408490 1408490 2383724 3141474 1854273 2083618 495911 366346 139505 82010 1408490 1408490 3898179 3940464 X -7291082 -7047617 5776627 6248627 -1514455 -798990 2383724 3141474 713722 1743 0 X 0 0 0 X 4184785 2662611 4083505 3289009 4054608 18274518 4184785 2662611 4083505 3289009 4054608 18274518 6601134 11673384 366688 366516 34032 538 495 768269 19042787 3541851 0.61300 0.65160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 3606198 3606198 330310 82578 0 0 395119 405944 425132 330310 1556505 2334758 0 0 0 0 98780 101486 106283 82578 389127 583691 984428 2238 986666 510048 472000 2380 984428 527586 -17538 140000 370048 511315 16271 527586 714096 1150 -3931 200000 511315 1.00000 1 0 46668 21747 24921 320955 308937 12018 203730 147526 56204 93143 RIGHT OF USE ASSET 1408490 1408490 LEASE LIABILITY 1408490 1408490 PART V, LINE 4: THE BUREAU HAS ESTABLISHED THREE PROGRAM-SPECIFIC ENDOWMENT FUNDS. ONE FUND SUPPORTS THE JOHN M. SHALIKASHVILI CHAIR IN NATIONAL SECURITY STUDIES, ONE SUPPORTS THE PYLE CENTER FOR NORTHEAST ASIAN STUDIES, AND THE THIRD SUPPORTS THE SLADE GORTON INTERNATIONAL POLICY CENTER. A FOURTH ENDOWMENT EXISTS FOR GENERAL SUPPORT OF THE BUREAU. X 0 0 0 0 0 0 0 0 0 MICHAEL WILLS PRESIDENT 217369 0 0 0 0 0 9112 0 30892 0 257373 0 0 0 KAROLOS KARNIKIS SENIOR VP, INFORMATION MAN 157521 0 4539 0 0 0 0 0 31403 0 193463 0 0 0 ROY KAMPHAUSEN PRESIDENT (THRU 06/24) 142811 0 2188 0 2005 0 3640 0 805 0 151449 0 0 0 JOHN RINDLAUB CHAIRMAN OPERATING PURPOSES X 80000 81104 0 1 1 RYO KUBOTA DIRECTOR OPERATING PURPOSES X 225000 285242 0 1 1 366346 FORM 990, PART I, AND PART III, LINE 1: NBR CONDUCTS ADVANCED INDEPENDENT RESEARCH ON STRATEGIC, POLITICAL, ECONOMIC, ENERGY, GLOBALIZATION, AND HEALTH ISSUES AFFECTING U.S. RELATIONS WITH ASIA. DRAWING UPON AN EXTENSIVE NETWORK OF THE WORLD'S LEADING SPECIALISTS AND LEVERAGING THE LATEST TECHNOLOGY, NBR BRIDGES THE ACADEMIC, BUSINESS, AND POLICY ARENAS. NBR DISSEMINATES ITS RESEARCH THROUGH BRIEFINGS, PUBLICATIONS, CONFERENCES, CONGRESSIONAL TESTIMONY, AND ONLINE FORUMS, AND BY COLLABORATING WITH LEADING INSTITUTIONS WORLDWIDE. NBR ALSO PROVIDES EXCEPTIONAL INTERNSHIP OPPORTUNITIES TO GRADUATE AND UNDERGRADUATE STUDENTS FOR THE PURPOSES OF ATTRACTING AND TRAINING THE NEXT GENERATION OF ASIA SPECIALISTS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS COMPILED BY NBR'S ACCOUNTING TEAM AND EXTERNAL TAX AUDITORS. THE DRAFT FORM 990 IS REVIEWED BY THE PRESIDENT AND THE FINANCE COMMITTEE OF THE BOARD. IT IS THEN DISTRIBUTED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS INCLUDED AS PART OF NEW BOARD MEMBER ORIENTATION AND NOTED AT BOARD MEETINGS DURING THE YEAR. MEMBERS OF THE BOARD OF DIRECTORS HAVE THE RESPONSIBILITY TO AVOID POTENTIAL CONFLICTS OF INTEREST BY DISCLOSURE OF CONFLICTS WHEN THEY OCCUR, BY WITHDRAWAL FROM BOARD DECISIONS THAT PRESENT A KNOWN, POTENTIAL CONFLICT, AND BY ESTABLISHING APPROPRIATE PROCEDURES TO ENSURE THAT THE ORGANIZATION IS RECEIVING FAIR VALUE IN A FINANCIAL TRANSACTION WITH A BOARD MEMBER. EACH BOARD MEMBER IS ASKED EACH YEAR TO SIGN A STATEMENT THAT THEY HAVE REVIEWED THE CONFLICT OF INTEREST POLICY, THAT THEY UNDERSTAND THE POLICY, AND THAT THEY HAVE APPROPRIATELY DEALT WITH ANY POTENTIAL CONFLICTS IN THE MANNER PRESCRIBED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE NEW PRESIDENT WAS DETERMINED USING COMPARATIVE SALARIES OF THE EXISTING EXECUTIVE TEAM AND COMPARATIVE SALARIES OF PEER ORGANIZATIONS IN 2024 IN CONSULTATION WITH AND BOARD APPROVAL BY THE EXECUTIVE AND FINANCE COMMITTEES. FORM 990, PART VI, SECTION C, LINE 19 NBR WILL PROVIDE ITS PRIMARY GOVERNANCE DOCUMENTS, ITS CONFLICT OF INTEREST POLICY, AND ITS FINANCIAL STATEMENTS UPON REQUEST. CREEK I LLC 600 UNIVERSITY STREET SUITE 1012 SEATTLE WA 98101 201095613 INVESTMENT HOLDINGS WA 0 0 NATIONAL BUREAU OF ASIAN RESEARCH