2021-11-15T12:01:25-06:00 2020-12-31 366055558 GRANT THORNTON LLP 1000 WILSON BOULEVARD SUITE 1400 ARLINGTON VA 22209 990 2020-01-01 520859087 THE ASSOCIATION FOR MANUFACTURING TECHNOLOGY ASSO 7038932900 7901 JONES BRANCH DRIVE NO 900 MCLEAN VA 22102 REBECCA STAHL CFO 7038932900 2021-11-15 1 REBECCA STAHL 999009999 MARY TORRETTA P00847851 7038477500 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z DOUGLAS K WOODS 7901 JONES BRANCH DRIVE NO 900 MCLEAN VA 22102 37170935 0 X WWW.AMTONLINE.ORG X 1902 VA TO PROMOTE THE PROGRESS AND DEVELOPMENT OF HIGH STANDARDS AND STIMULATE THE U.S. MANUFACTURING TECHNOLOGY INDUSTRY. 13 13 71 14 787025 0 0 0 6477579 36336645 2365212 98365 1875 20503 8844666 36455513 12500 17500 0 0 11124457 11558224 0 0 0 11219284 8801395 22356241 20377119 -13511575 16078394 32786452 48482820 22606534 20679781 10179918 27803039 X SEE SCHEDULE O 0 0 SEE SCHEDULE OIN 2020, AMT PRODUCED IMTS 2020 WHICH WAS DUE TO BE HELD IN SEPTEMBER IN CHICAGO FOR THE MANUFACTURING TECHNOLOGY INDUSTRY. DUE TO THE GLOBAL PANDEMIC, IMTS 2020 HAD TO BE CANCELLED. AMT PRODUCED IMTS SPARK A VIRTUAL OFFERING TO CONNECT EXHIBITORS TO THE AUDIENCE. AMT RECEIVED PROCEEDS FROM SHOW CANCELLATION INSURANCE FOR IMTS 2020. TO HELP PROMOTE OUR MEMBERS' SALES INTERNATIONALLY, AMT PARTICIPATES IN VARIOUS FOREIGN SHOWS. THE FOREIGN SHOWS WERE CANCELLED OR POSTPONED DUE TO THE GLOBAL PANDEMIC. SEE SCHEDULE OAMT CONTINUED ITS EFFORTS INTO MEMBER OUTREACH, HELPING MEMBER COMPANIES FIND NEW MARKETS, NEW CUSTOMERS, AND NEW APPROACHES FOR MARKETING THEIR PRODUCTS AND SERVICES. ALL FOUR ESTABLISHED TECH CENTERS (ONE EACH IN BRAZIL, CHINA, MEXICO AND INDIA) CONTINUE TO ASSIST A GROWING NUMBER OF MEMBER COMPANIES PURSUING INTERNATIONAL MARKETS. AMT ALSO CONDUCTED WEBINARS AND BUSINESS REVIEW DAYS. THE "KEY COUNTRY COMPARISON" PROVIDED UPDATES OF REPRESENTATIVE BUSINESS AND SELLING COSTS IN THE BRIC'S, POLAND, MEXICO AND THE UNITED STATES. THERE ARE USUALLY OPPORTUNITIES TO NETWORK AND LEARN FROM FELLOW MEMBERS STATESIDE AT EVENTS LIKE MFG, MT FORECAST AND D19 DISTRIBUTOR CONFERENCE. THEY WERE ALL CANCELLED IN 2020 DUE TO THE GLOBAL PANDEMIC. SEE SCHEDULE OAMT CONDUCTS MEETINGS, SEMINARS AND LEADERSHIP FORUMS TO FACILIATE GROWING THE INDUSTRY. GROWING THE INDUSTRY. 0 0 0 1 0 0 0 0 0 1 0 1 0 1 1 0 1 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 50 0 1 71 1 1 1 1 MX CH IN BR 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 1 1 1 0 0 0 1 0 0 1 1 1 1 0 VA X REBECCA STAHL 7038932900 7901 JONES BRANCH DRIVE SUITE 900 MCLEAN VA 221024206 RONALD KARAISZ EX-OFFICIO (THRU 03/2020) 1.00 1.00 X 0 0 0 STEVEN R STOKEY EX-OFFICIO 1.00 1.00 X 0 0 0 CHRISTOPHER BAILEY CHAIRMAN 1.00 1.00 X X 0 0 0 PAUL RICARD 1ST VICE CHAIRMAN 1.00 1.00 X X 0 0 0 DR JOHN CHEUNG 2ND VICE CHAIRMAN/TREASURER 1.00 1.00 X X 0 0 0 DANIEL JANKA SECRETARY 1.00 1.00 X X 0 0 0 GREGORY BUCK DIRECTOR 1.00 1.00 X 0 0 0 MICHAEL CICCO DIRECTOR 1.00 1.00 X 0 0 0 THOMAS CLARK DIRECTOR 1.00 1.00 X 0 0 0 BLAKE CONSDORF DIRECTOR 1.00 1.00 X 0 0 0 WILLIAM EICHELE DIRECTOR 1.00 1.00 X 0 0 0 GLYNN FLETCHER DIRECTOR 1.00 1.00 X 0 0 0 JOHAN ISRAELSSON DIRECTOR 1.00 1.00 X 0 0 0 GREG VOLOVIC DIRECTOR 1.00 1.00 X 0 0 0 DOUGLAS K WOODS PRESIDENT 35.50 2.00 X 572939 0 43668 REBECCA STAHL CHIEF FINANCIAL OFFICER 35.50 2.00 X 319722 0 38061 PETER R EELMAN CXO AND VP, EXHIBITIONS 37.50 0.00 X 396259 0 42063 TRAVIS EAGAN CRO & VP, BUSINESS DEVELOPMENT 37.50 0.00 X 348170 0 45770 JEFFERY TRAVER VP - AMO 37.50 0.00 X 292294 0 43859 PATRICK W MCGIBBON CKO 37.50 0.00 X 276727 0 34014 GEORGE SHINBARA JR CTO 37.50 0.00 X 256454 0 27952 RYAN KELLY GM - SF TECH LAB 37.50 0.00 X 248277 0 36127 2710842 0 311514 36 0 1 0 SHENANDOAH OWNER LLC PO BOX 38038 BALTIMORE MD 212978038 OFFICE RENTS 750964 COOLEY GODWARD KRONISH LLP 101 CALIFORNIA ST 5TH FLOOR SAN FRANCISCO CA 941115800 LEGAL FEES 545750 OCTOBER LLC 400 NORTH PAULINA ST CHICAGO IL 60622 PRODUCTION SERVICES 376400 PATH TO PROGRESS LLC 14021 BAYPORT LANDING TER MIDLOTHIAN VA 23112 AMS SYSTEMS 297600 GRANT THORNTON LLP 33960 TREASURY CENTER CHICAGO IL 606943900 AUDIT AND TAX 171260 8 TRADE SHOWS 423830 32516689 1116689 31400000 MEMBERSHIP REVENUE 561499 2059225 2059225 PROXY FEES/OTHER FRGN 813920 664132 664132 SEMINARS AND MEETINGS 611710 477622 477622 PARTICIPATION FEE 813920 100404 100404 518573 496137 22436 36336645 520598 520598 293189 715422 -422233 -422233 -422233 53 0 53 53 SUBSIDIARY MANAGEMENT 900099 18000 18000 TAX REFUND 900099 2450 2450 20450 36455513 4149673 787025 31518815 17500 1412712 8079204 384666 1080617 601025 626756 211319 97003 762848 18182 369591 981168 870123 139258 4114355 19382 96819 233967 FOREIGN OFFICE EXPENSES 260624 20377119 1433592 2937420 492702 158908 119869 11840734 18456 16634 1133782 960828 1675033 1098563 6860068 576470 9864991 11081277 12862992 20910549 32786452 48482820 1319342 2448590 16869481 1925770 3500000 917711 16305421 22606534 20679781 X 10179918 27803039 10179918 27803039 32786452 48482820 X 16078394 1140749 403978 X 0 1 X 1 0 0 0 1 2059225 239800 -59437 180363 247400 -67037 229633 229633 890055 549090 340965 25575 19703 5872 529770 529770 0 576470 INVEST IN SUB (SHANGHAI) 1453159 F INVEST IN SUB (MEXICO) 1196970 F INVEST IN SUB (BRAZIL) 404586 F INVEST IN SUB (MCLEAN) 17225230 F INVEST IN SUB (MTCI) 630604 F 20910549 IMTS SPACE CREDITS 15237885 PENSION & POSTRETIREMENT BENEFITS 600004 IMTS EXHIBITOR REFUNDS PAYABLE 416869 CTC - MEMBERS ESCROW 50663 16305421 X PART X, LINE 2: LIABILITY FOR UNCERTAIN TAX POSITION (ASC 740) THE ASSOCIATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. EAST ASIA AND THE PACIFIC 1 2 PROGRAM SERVICES ASSIST MEMBERS 327344 EUROPE (INCLUDING ICELAND & GREENLAND) 1 1 PROGRAM SERVICES ASSIST MEMBERS 76372 SOUTH ASIA 1 7 PROGRAM SERVICES ASSIST MEMBERS 717130 SOUTH AMERICA 1 4 PROGRAM SERVICES ASSIST MEMBERS NORTH AMERICA 1 8 PROGRAM SERVICES ASSIST MEMBERS NORTH AMERICA 0 0 INVESTMENTS 1196970 SOUTH ASIA 0 0 INVESTMENTS 1453159 SOUTH AMERICA 0 0 INVESTMENTS 404586 5 22 0 0 5 22 4175561 0 4175561 1 0 1 0 0 0 PART I, LINE 3: ACCOUNTING METHOD USED THE EXPENDITURES, PER REGION, ARE PRESENTED ON THE ACCRUAL BASIS OF ACCOUNTING. PART III ACCOUNTING METHOD: 1 NAT INST FOR METALWORKING SKILLS 3252 OLD LEE HIGHWAY FAIRFAX VA 22030 521933455 501(C)(3) 12500 SUSTAINING SUPPORT 1 PART I, LINE 2: PROCEDURE FOR MONITORING USE OF GRANT FUNDS INSIDE U.S. AMT GIVES ASSISTANCE FREQUENTLY FOR SPECIAL EVENTS AND OTHER PROGRAMS. AMT HAS WORKING RELATIONSHIPS WITH EACH CHARITABLE ORGANIZATION AND INFORMALLY MONITORS THE USE OF FUNDS FOR ASSISTANCE THROUGH CONSISTENT INTERACTION. X X 1 1 X X X 0 0 0 DOUGLAS K WOODS PRESIDENT 412376 0 159375 0 1188 0 15610 0 28058 0 616607 0 0 0 PETER R EELMAN CXO AND VP, EXHIBITIONS 367403 0 27668 0 1188 0 16844 0 25219 0 438322 0 0 0 TRAVIS EAGAN CRO & VP, BUSINESS DEVELOPMENT 316050 0 31850 0 270 0 17088 0 28682 0 393940 0 0 0 REBECCA STAHL CHIEF FINANCIAL OFFICER 293952 0 25500 0 270 0 16816 0 21245 0 357783 0 0 0 JEFFERY TRAVER VP - AMO 268145 0 23375 0 774 0 15842 0 28017 0 336153 0 0 0 PATRICK W MCGIBBON CKO 253433 0 22106 0 1188 0 10687 0 23327 0 310741 0 0 0 GEORGE SHINBARA JR CTO 237489 0 18785 0 180 0 0 0 27952 0 284406 0 0 0 RYAN KELLY GM - SF TECH LAB 243115 0 5000 0 162 0 14887 0 21240 0 284404 0 0 0 PART I, LINE 1A TRAVEL FOR COMPANIONS AND GROSS UP PAYMENTS PRESIDENTIAL SPOUSE'S TRAVEL EXPENSES WERE COVERED BY AMT. PRESIDENTIAL SPOUSE'S TRAVEL REIMBURSEMENT WAS GROSSED UP AND REPORTED AS TAXABLE COMPENSATION TO RECIPIENT. FORM 990, PART III, LINE 1 THE ASSOCIATION FOR MANUFACTURING TECHNOLOGY'S MEMBERS STRIVE TO BE GLOBAL LEADERS IN INNOVATING, PRODUCING, AND IMPLEMENTING ADVANCED MANUFACTURING TECHNOLOGY. IN SUPPORT OF ITS MEMBERS, AMT WILL BE AN ACTIVE PARTNER IN THE ADVANCEMENT OF MANUFACTURING TECHNOLOGY AND IN THE SUCCESS OF OUR MEMBERS' BUSINESSES. AS THAT ACTIVE PARTNER, AMT WILL FACILITATE NETWORKING, COLLABORATION, TECHNOLOGY AWARENESS, BUSINESS OPPORTUNITIES, AND PRODUCTIVITY SOLUTIONS. ALSO, WE WILL ADVOCATE FOR A FAVORABLE ENVIRONMENT FOR THE MANUFACTURING TECHNOLOGY INDUSTRY. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OR STOCKHOLDERS AMT HAS 3 CATEGORIES OF MEMBERS: REGULAR MEMBERS, AFFILIATE MEMBERS, AND START-UP MEMBERS. AMT'S REGULAR MEMBERS HAVE VOTING RIGHTS. MEMBERS: COMPANIES WHICH HAVE, FOR ONE YEAR OR MORE WITHIN THE UNITED STATES, MANUFACTURED, SOLD, AND WARRANTED THE OVERALL OPERATIONAL PERFORMANCE OF NON-PORTABLE, POWER-DRIVEN MANUFACTURING MACHINERY, SYSTEMS, CORRELATED EQUIPMENT PRODUCTS, OR SOFTWARE USED IN THE PROCESSING STEPS FOR PERFORMING OPERATIONS ON MAN-MADE MATERIALS TO PRODUCE DISCRETE DURABLE GOODS. START-UP MEMBERS: FIRMS THAT, FOR LESS THAN ONE YEAR IMMEDIATELY PRECEDING THE DATE OF MEMBERSHIP APPLICATION, PRODUCE AND SELL OR LEASE MACHINE TOOLS OR RELATED EQUIPMENT, PRODUCTS OR SOFTWARE IN THE UNITED STATES. START-UP MEMBERS DO NOT HAVE VOTING PRIVILEGES. AFFILIATE MEMBERS: ORGANIZATIONS WHICH HAVE ONE OR MORE PROGRAMS STRUCTURED TO AID THE ADVANCEMENT OF THE MANUFACTURING TECHNOLOGY INDUSTRY, USUALLY COLLEGES, UNIVERSITIES AND OTHER RESEARCH FACILITIES; THEY DO NOT PAY ANY DUES, NOR DO THEY HAVE VOTING PRIVILEGES. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OR STOCKHOLDERS WHO MAY ELECT AT LEAST 90 DAYS BEFORE THE ANNUAL MEETING, THE CHAIRMAN SHALL APPOINT A NOMINATING COMMITTEE COMPRISED OF THE THREE MOST RECENT PAST CHAIRMEN OF THE ASSOCIATION THAT REMAIN ACTIVELY EMPLOYED BY OR HAVE RETIRED FROM A MEMBER. THE NOMINATING COMMITTEE SHALL PROPOSE NOMINEES FOR ANY VACANCIES IN THE BOARD OF DIRECTORS TO BE FILLED AT SUCH MEETING. NOMINATIONS MAY ALSO BE MADE BY ANY MEMBER BY SUBMITTING A WRITTEN STATEMENT TO THE NOMINATING COMMITTEE AT THE ASSOCIATION'S PRINCIPAL OFFICE NOT LATER THAN 60 DAYS PRIOR TO THE DATE OF THE ANNUAL MEETING. THE NOMINATING COMMITTEE SHALL SUBMIT THEIR NOMINATIONS TO THE EXECUTIVE COMMITTEE FOR REVIEW PRIOR TO THE ANNUAL MEETING AND IN TIME TO PERMIT NOTICE OF THE NOMINATING COMMITTEE'S NOMINATIONS TO BE MAILED TO THE MEMBERS AT LEAST TEN DAYS PRIOR TO THE ANNUAL MEETING. THE NOMINATIONS SHALL THEREAFTER BE SUBMITTED FOR MEMBERSHIP APPROVAL AT THE ANNUAL MEETING BY AN AFFIRMATIVE MAJORITY VOTE OF THE MEMBERS PRESENT. FORM 990, PART VI, SECTION A, LINE 7B GOVERNANCE DECISIONS MEMBERS OF AMT HAVE THE POWER TO APPROVE BYLAWS CHANGES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS THE FORM 990 IS PREPARED BY AMT'S INDEPENDENT ACCOUNTING FIRM. PRIOR TO FILING, THE ORGANIZATION CONDUCTS AN INTERNAL REVIEW OF THE FORM 990 WHICH IS PERFORMED BY THE ORGANIZATION'S MANAGEMENT IN CONJUNCTION WITH ITS ACCOUNTING/FINANCE STAFF. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION THE PRESIDENT'S SALARY IS CONTROLLED BY INDEPENDENT PERSONS SERVING ON THE COMPENSATION COMMITTEE WHICH IS A SUB-SET OF THE AMT BOARD OF DIRECTORS. ALL OTHER SALARIES ARE CONTROLLED BY THE PRESIDENT. THE SALARIES ARE DETERMINED BY REFERRING TO MARKET SALARY BENCHMARKS. THE PRESIDENT'S ANNUAL SALARY REVIEW IS SIGNED BY THE CURRENT CHAIRMAN OF THE BOARD OF DIRECTORS, ALL OTHER ANNUAL SALARY REVIEWS ARE APPROVED/SIGNED BY THE PRESIDENT OF THE ASSOCIATION. ANNUALLY, ALL SALARIES INCLUDING THE OFFICERS ARE BENCHMARKED USING A VARIETY OF SALARY SURVEYS. THE BENCHMARKS ARE SHARED WITH THE PRESIDENT (AND, IN THE CASE OF THE PRESIDENT, ARE SHARED WITH THE COMPENSATION COMMITTEE). THE COMPENSATION COMMITTEE REVIEWS THE BENCHMARK COMPENSATION REPORTS, DELIBERATES AND APPROVES, THEN DOCUMENTS THEIR APPROVAL WHEN SETTING THE PRESIDENT'S TOTAL COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC AMT MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST TO THE EXTENT REQUIRED BY LAW. FORM 990, PART XI, LINE 9: INVESTMENT IN SUBSIDIARY 403,978. THE AMT HEALTH BENEFITS TRUST 7901 JONES BRANCH DRIVE 900 MCLEAN VA 22102 546452823 MED BENEFITS DC 501(C)(9) N/A AMT 1 MTCONNECT INSTITUTE 7901 JONES BRANCH DRIVE 900 MCLEAN VA 22102 264244438 TECH STD/SPEC DC 501(C)(6) N/A AMT 1 CENTRO NORTEAMERICANO DE TECHNOLOGIA 427 SUR COL ALTAVISTA MONTERREY MX 64030 MANUFACTURING MX 501(C)(3) N/A AMT 1 AMERICAN MANUFACTURING TECH (SHANGHAI) 1/F 36 458 N FU TE ROAD SHANGHAI CH 200131 MANUFACTURING CH AMT C 55932 1633277 1.00000 1 AMT BRASIL ASSESSORIA DE NEGOCIOS AV ENGENHEIRO CARLOS REIN MENDES1 SOROCABA BR MANUFACTURING BR AMT C -747124 1672457 0.99000 1 AMT MCLEAN INC 7901 JONES BRANCH DRIVE 900 MCLEAAN VA 22102 464089434 REAL ESTATE DE AMT C -739756 6550288 1.00000 1 SERVICIOS AMTW S DE RL DE CV LLC 427 SUR COL ALTAVISTA MONTERREY MX 64030 MANUFACTURING MX CENTRO NORTEAMERICANO DE TECHNOLOGIA C -227204 398437 0.99000 1 THE MACHINE TOOL INSTITUTE 7901 JONES BRANCH DRIVE 900 MCLEAN VA 22102 237404368 EDUCATION DC AMT C 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0