2022-07-26T16:00:18-05:00 2021-12-31 371611326 ARONSON LLC 111 Rockville Pike Suite 600 Rockville MD 20850 990 2021-01-01 131085700 NATIONAL ELECTRICAL MANUFACTURERS ASSOCIATION NATI 7038413200 1300 NORTH 17TH STREET 900 ROSSLYN VA 22209 Peter Tolsdorf SECRETARY/GENERAL COUNSEL 7038413200 2022-07-26 true Peter Tolsdorf 999009999 ROBERT EBY CPA P01682202 3012316200 2021 2022-09-23 18:48:47Z NEMA Peter Tolsdorf 1300 NORTH 17TH STREET 900 ROSSLYN VA 22209 28056678 false X WWW.NEMA.ORG X 1987 DE TO IMPROVE THE STATE OF ELECTRICAL MANUFACTURING IN THE U.S. THROUGH DEVELOPMENT OF CONSENSUS-BASED STANDARDS, EFFECTIVE ADVOCACY ACROSS ALL LEVELS OF GOVERNMENT, AND PROVIDING DECISION-QUALITY BUSINESS INTELLIGENCE SERVICES. 29 29 73 2171 76088 0 0 18209780 18788270 630151 2294595 1291942 1442739 20131873 22525604 38420 65850 0 11594426 12215806 0 0 7996963 9137059 19629809 21418715 502064 1106889 25058681 26880642 13340184 14109068 11718497 12771574 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) false false 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 false false false true false false false false true true true false true true true true false false true true true false false false false false true false true false false false false false false false false false false false true true false false true 70 0 true 73 true true true false false false false false false false X 29 29 false false true false true true true true true false false true true true true true true true true false VA X KEVIN CAREY 7038413200 1300 N 17TH STREET SUITE 900 ROSSLYN VA 22209 Annette Kay Clayton Chair 5.0 X X 0 0 0 Jack Nehlig Treasurer 5.0 X X 0 0 0 Raj Batra Immediate Past Chair 5.0 X X 0 0 0 Richard A Stinson Vice Chair 5.0 X X 0 0 0 Anders Sjoelin Governor 1.0 X 0 0 0 Andrew B Quinn Governor 1.0 X 0 0 0 Beth Wozniak Governor 1.0 X 0 0 0 Bill Waltz Governor 1.0 X 0 0 0 Brian Brickhouse Governor 1.0 X 0 0 0 Bryan Mulligan Governor 1.0 X 0 0 0 Daniel L Jones Governor 1.0 X 0 0 0 Daryoush Larizadeh Governor 1.0 X 0 0 0 David Buckley Governor 1.0 X 0 0 0 David C Pacitti Governor 1.0 X 0 0 0 David G Nord Governor 1.0 X 0 0 0 Frank Kulaszewicz Governor 1.0 X 0 0 0 Gabriel Garza Herrera Governor 1.0 X 0 0 0 Gerben W Bakker Governor 1.0 X 0 0 0 Jay Hill Governor 1.0 X 0 0 0 Jerry A Long Governor 1.0 X 0 0 0 John Galyen Governor 1.0 X 0 0 0 John P Selldorff Governor 1.0 X 0 0 0 Kevin A Poyck Governor 1.0 X 0 0 0 Louis V Pinkham Governor 1.0 X 0 0 0 Manish Bhandari Governor 1.0 X 0 0 0 Mark W Wingate Governor 1.0 X 0 0 0 Michael A Plaster Governor 1.0 X 0 0 0 Richard K Reece Governor 1.0 X 0 0 0 Rob Mcilroy Governor 1.0 X 0 0 0 Scott Hanna Governor 1.0 X 0 0 0 William Lacey Governor 1.0 X 0 0 0 Debra Phillips President & CEO 35.0 X 446608 0 39114 Jeffrey A Tomitz CHIEF FINANCIAL OFFICER 35.0 X 317046 0 25650 Kevin J Cosgriff President & CEO (Until 1/2/2022) 35.0 X 901552 0 60969 Peter Tolsdorf SECRETARY/GENERAL COUNSEL 35.0 X 319641 0 52241 Donald R Leavens VP and Chief Economist 35.0 X 432595 0 68171 Patrick E Hughes VP OF STRATEGY, TECHNICAL AND INDUSTRY AFFAIRS 35.0 X 356514 0 59752 Patrick Hope EXECUTIVE DIRECTOR, MITA 35.0 X 258280 0 22097 Philip Squair VICE PRESIDENT OF GOVERNMENT RELATIONS 35.0 X 281649 0 54409 Mark A Kohorst DIRECTOR- ENVIRONMENT, HEALTH AND STATE ADVOCACY 35.0 X 170910 0 40828 Stacy Tatman Sr Manager of Supply Chain and Legal Policy 35.0 X 155614 0 8183 Susan Bunning DIRECTOR, PET 35.0 X 190188 0 29393 Tracy Cullen ASSISTANT VP-COMMUNICATIONS/BRAND MANAGEMENT 35.0 X 188471 0 21774 Viola Lilly MEMBERSHIP DIRECTOR 35.0 X 156630 0 23145 4175698 0 505726 45 false true false SCHMIDT PUBLIC AFFAIRS 917 PRINCE STREET ALEXANDRIA VA 22314 Professional services/public affairs/public relations 775950 LEAVITT PARTNERS COLLABORATIVE 299 SOUTH MAIN SUITE 2300 SALT LAKE CITY UT 84111 Consulting Services 405000 RUSSELL REYNOLDS ASSOCIATES INC 1700 NEW YORK AVENUE NW SUITE 400 WASHINGTON DC 20006 Prof. Services - Executive Recruitment Search 297270 TARPLIN DOWNS & YOUNG LLC 1212 NEW YORK AVENUE NW SUITE 1050 WASHINGTON DC 20005 Lobbying Services 275000 CAPITOL COUNSEL LLC 700 13TH STREET NW 2ND FLOOR WASHINGTON DC 20005 Professional services 245000 9 0 MEMBERSHIP DUES 541900 13912402 13912402 SPECIAL ASSESSMENTS 541900 3195157 3195157 MANAGEMENT SERVICES 541900 446934 446934 COUNCIL FEES 541900 545022 545022 CONTRACT REVENUE 541900 202495 202495 486260 486260 0 0 18788270 1335956 1335956 1347428 1347428 14746 14746 0 14746 14746 6489713 5531074 958639 0 958639 958639 ADVERTISING INCOME 900099 76088 76088 MISCELLANEOUS INCOME 900099 4477 4477 0 0 0 0 80565 22525604 18792747 76088 3656769 X 65850 3678205 6137688 1146691 655217 598005 10181 59269 1410500 83590 3441330 39018 222055 159826 3330 1391057 211726 272780 337897 112176 EXECUTIVE TRANSITION 860724 MEMBERSHIP DUES 316589 PUBLICATIONS/SUBSCRIPTIONS 174663 RECRUITMENT 9187 21161 21418715 4665784 7717839 0 0 671769 798204 0 0 0 0 311395 246661 4739047 3112943 1737286 1626104 6207529 4993105 8543484 8362612 0 2921434 3136117 25058681 26880642 1945663 2540170 6582793 7012911 0 0 4811728 4555987 13340184 14109068 X 11718497 12771574 11718497 12771574 25058681 26880642 X 1106889 -241667 187855 X false true X true false false false true 17652581 1925000 317685 2242685 2930328 -687643 0 12560910 886387 2324292 83390 11039615 11590614 1847540 800000 77244 12560910 10618915 1796891 750000 75192 11590614 13130745 -530992 1900000 80838 10618915 11812392 1398753 80400 13130745 1.0 0.0 0.0 false false 2197970 1440210 757760 488421 450919 37502 2052656 1221814 830842 1626104 CORPORATE BONDS 1655082 F HEDGE FUNDS 2882864 F INVESTMENT IN AFFILIATES 2646831 F US GOVERNMENT BONDS 1177835 F 8362612 SPLIT DOLLAR LIFE INSURANCE 740500 SECTION 457B PLAN ASSETS 1564659 SECTION 457F PLAN ASSETS 773533 SECURITY DEPOSITS 57425 3136117 POST RETIREMENT BENEFITS 322426 DEFERRED RENT 1905546 SEC 457B PLAN LIABILITIES 1564659 SEC 457F PLAN LIABILITIES 763356 FUNDS HELD IN TRUST - IDEAS STUDY 4555987 X 22388202 -241667 187855 -53812 22442014 83590 0 83590 22525604 21335125 0 0 21335125 83590 0 83590 21418715 Schedule D, Part V, Line 4 Intended uses of endowment funds THE BOARD HAS DESIGNATED INVESTMENT FUNDS THAT SUPPORT EIGHT OR FEWER MONTHS OF OPERATING RESERVES. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote 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, 2021 and 2020, 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 2018 through the current year remain open for examination by tax authorities. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 GAIN ON POST RETIREMENT HEALTH BENEFITS - 187855 North America (Canada & Mexico only) 1 1 Program Services 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. 245471 1 1 0 0 1 1 245471 0 245471 0 0 false false false false false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual true Phoenix Society 525 Ottawa Ave NW Grand Rapids MI 49503 232062352 501(c)(3) 10000 Support advocacy work Product Management Alliance 1000 Potomac Street NW Suite 500 Washington DC 20007 461966440 501(C)(4) 15000 Sponsorship of Product Management Alliance's 2021 activities American National Standards Institute 25 W 43RD Street New York NY 10003 131635253 501(c)(3) 15000 Sponsorship The American Writers Museum 180 N Michigan Avenue Chicago IL 60601 271822749 501(c)(3) 10000 Sponsorship Institute of Market Transformation 1707 L Street NW Suite 1050 Washington DC 20036 943241464 501(C)(3) 10000 General support 4 1 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. 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 true true false Kevin J Cosgriff President & CEO (Until 1/2/2022) 596992 0 233140 0 71420 0 38500 0 22469 0 962521 0 0 0 Debra Phillips President & CEO 189198 0 250000 0 7410 0 32583 0 6531 0 485722 0 0 0 Peter Tolsdorf SECRETARY/GENERAL COUNSEL 233225 0 48000 0 38416 0 26270 0 25971 0 371882 0 0 0 Jeffrey A Tomitz CHIEF FINANCIAL OFFICER 208390 0 60000 0 48656 0 25650 0 0 0 342696 0 0 0 Philip Squair VICE PRESIDENT OF GOVERNMENT RELATIONS 212320 0 48000 0 21329 0 24746 0 29663 0 336058 0 0 0 Patrick Hope EXECUTIVE DIRECTOR, MITA 213243 0 29000 0 16037 0 22015 0 82 0 280377 0 0 0 Donald R Leavens VP and Chief Economist 209287 0 192122 0 31186 0 59500 0 8671 0 500766 0 0 0 Patrick E Hughes VP OF STRATEGY, TECHNICAL AND INDUSTRY AFFAIRS 203681 0 133261 0 19572 0 27980 0 31772 0 416266 0 0 0 Susan Bunning DIRECTOR, PET 171133 0 13000 0 6055 0 10670 0 18723 0 219581 0 0 0 Tracy Cullen ASSISTANT VP-COMMUNICATIONS/BRAND MANAGEMENT 152906 0 9000 0 26565 0 16150 0 5624 0 210245 0 0 0 Mark A Kohorst DIRECTOR- ENVIRONMENT, HEALTH AND STATE ADVOCACY 161238 0 3000 0 6672 0 14705 0 26123 0 211738 0 0 0 Viola Lilly MEMBERSHIP DIRECTOR 134711 0 6500 0 15419 0 13303 0 9842 0 179775 0 0 0 Stacy Tatman Sr Manager of Supply Chain and Legal Policy 105842 0 2000 0 47772 0 5355 0 2828 0 163797 0 0 0 Schedule J, Part I, Line 4a Severance or change-of-control payment STACY TATMAN RECEIVED A SEVERANCE PAYMENT IN 2021 BASED ON AN AGREEMENT BETWEEN NEMA AND MS. TATMAN. 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 I, 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 III, Line 4d Description of other program services (Expenses $ including grants of $) 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. Form 990, Part VI, 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, Line 4 Significant changes to organizational documents CHANGES TO BYLAWS INCLUDED EXTENDING THE TERM LIMITS FOR BOARD OFFICERS FROM TWO ONE-YEAR TERMS TO THREE ONE-YEAR TERMS; SETTING THE DEFAULT VOTING PERIOD FOR LETTER BALLOTS TO 10 BUSINESS DAYS; REMOVING THE REQUIREMENT FOR BOARD APPROVAL FOR EXTENSION OF PRODUCT GROUP CHAIR TERMS; LIMITING ALTERNATIVE FEE ALLOCATIONS WITHIN PRODUCT GROUPS TO THREE YEARS AND REQUIRING BOARD RE-APPROVAL BEYOND THREE YEARS; REMOVING BOARD APPROVAL FOR VOLUNTARY MEMBER CONTRIBUTIONS TO PRODUCT GROUPS FOR SPECIAL PROJECTS; AND CLEANING UP INTERNAL CROSS-REFERENCES AND FORMATTING AND INSERTING GENDER-NEUTRAL PRONOUNS. Form 990, Part VI, Line 6 Classes of members or stockholders REGULAR MEMBERS HAVE VOTING RIGHTS, ASSOCIATE MEMBERS DO NOT. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body 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, Line 7b Decisions requiring approval by members or stockholders THE MEMBERS APPROVE THE ANNUAL BUDGET. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS CIRCULATED AMONG ALL MEMBERS OF THE GOVERNING BOARD FOR REVIEW, COMMENT, AND APPROVAL PRIOR TO FILING. Form 990, Part VI, Line 12c Conflict of interest policy 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, Line 15a Process to establish compensation of top management official 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 SENIOR MANAGEMENT'S COMPENSATION IS REVIEWED AND APPROVED BY NEMA'S COMPENSATION COMMITTEE AND EXECUTIVE COMMITTEE. Form 990, Part VI, Line 15b Process to establish compensation of other employees 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 COMPENSATION IS REVIEWED AND APPROVED BY NEMA'S COMPENSATION COMMITTEE AND EXECUTIVE COMMITTEE. Form 990, Part VI, Line 19 Required documents available to the public NEMA'S BYLAWS ARE AVAILABLE TO THE PUBLIC ON NEMA'S WEBSITE. ALL OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part VIII, Line 2f Other Program Service Revenue Meeting Registration - Total Revenue: 486260, Related or Exempt Function Revenue: 486260, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part IX, Line 11g Other Fees CONSULTING - PUBLIC RELATIONS/ADVOCACY - Total Expense: 843527, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; CONSULTING - STRATEGIC INITIATIVES - Total Expense: 376286, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; CONSULTING - ANNUAL MEETING - Total Expense: 283646, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; OTHER CONSULTING AND CONTRACTED SERVICES - Total Expense: 1937871, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Change in Post Retirement Health Benefits - 187855; NATIONAL ELECTRICAL MANUFACTURERS ASSOCIATION POLITICAL ACTION COMMITTEE 1300 NORTH 17TH ST STE 900 ROSSLYN VA 22209 POLITICAL CAMPAIGN CONTRIBUTIONS VA 527 NEMA true false false false false false false false false false false false false false false false false false false false