2025-11-12T20:48:15-06:00 2024-12-31 991856619 GRANT THORNTON ADVISORS LLC 1000 WILSON BOULEVARD SUITE 1500 ARLINGTON VA 22209 990 2024-01-01 520859087 THE ASSOCIATION FOR MANUFACTURING TECHNOLOGY ASSO 7038932900 7901 JONES BRANCH DRIVE 900 MCLEAN VA 22102 REBECCA STAHL CFO 7038932900 2025-11-12 1 1 MARY TORRETTA P00847851 7038477500 2024 2025-03-06 01:10:19Z DOUGLAS K WOODS 7901 JONES BRANCH DRIVE 900 MCLEAN VA 22102 53919945 0 X WWW.AMTONLINE.ORG X 1902 VA TO ENHANCE THE PROFITABILITY AND COMPETITIVENESS OF THE INDUSTRY (CONTINUED ON SCHEDULE O)BY PROVIDING THE PRODUCTS AND SERVICES NEEDED TO BE SUCCESSFUL IN THE GLOBAL MARKETPLACE, AND BY PROMOTING THE INDUSTRY AND SERVING AS ITS ADVOCATE. 12 12 73 12 688376 0 0 0 6323415 53406692 472850 524342 4898 -13651 6801163 53917383 37500 25000 0 0 11755110 12888026 0 0 0 10198979 26925245 21991589 39838271 -15190426 14079112 50790009 56329430 31113011 20845633 19676998 35483797 X 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. 0 0 SEE SCHEDULE OIN 2024, AMT PRODUCED IMTS 2022 WHICH WAS HELD IN SEPTEMBER IN CHICAGO FOR THE MANUFACTURING TECHNOLOGY INDUSTRY. TO HELP PROMOTE OUR MEMBERS' SALES INTERNATIONALLY, AMT PARTICIPATES IN VARIOUS FOREIGN TRADE SHOWS. 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 THREE ESTABLISHED TECH CENTERS (ONE EACH IN CHINA, MEXICO AND INDIA) CONTINUE TO ASSIST A GROWING NUMBER OF MEMBER COMPANIES PURSUING INTERNATIONAL MARKETS BY PROVIDING PROXY HIRE SERVICES, OFFICE SPACE, SERVICE TECHNICIANS, AND OTHER SERVICES TO U.S. MEMBERS OPERATING IN THOSE COUNTRIES. SEE SCHEDULE OAMT CONDUCTS MEETINGS, SEMINARS AND LEADERSHIP FORUMS TO SUPPORT AND GROW THE MANUFACTURING TECHNOLOGY INDUSTRY. 0 0 0 1 0 0 0 0 0 1 0 1 1 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 64 0 1 73 1 1 1 1 MX CH IN BR 0 0 0 0 0 0 X 12 12 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 CHRISTOPHER BAILEY EX-OFFICIO (THRU 03/2024) 1.00 1.00 X 0 0 0 PAUL RICARD EX-OFFICIO 1.00 1.00 X 0 0 0 DANIEL JANKA CHAIRMAN 1.00 1.00 X X 0 0 0 MICHAEL CICCO VICE CHAIRMAN 1.00 1.00 X X 0 0 0 GREG VOLOVIC SECRETARY 1.00 1.00 X X 0 0 0 GREGORY BUCK TREASURER 1.00 1.00 X 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 MELANIE LANG DIRECTOR 1.00 1.00 X 0 0 0 CHIP STORIE DIRECTOR 1.00 1.00 X 0 0 0 RAJAS SUKTHANKAR DIRECTOR 1.00 1.00 X 0 0 0 JASON JONES DIRECTOR 1.00 1.00 X 0 0 0 DOUGLAS K WOODS PRESIDENT 35.50 2.00 X 713710 0 55862 REBECCA STAHL CHIEF FINANCIAL OFFICER 35.50 2.00 X 375034 0 34402 PETER R EELMAN CHIEF EXPERIENCE OFFICER 37.50 0.00 X 367217 0 44314 TRAVIS EAGAN CHIEF REVENUE OFFICER 37.50 0.00 X 364333 0 32723 RYAN KELLY VP - TECHNOLOGY 36.50 1.00 X 267072 0 41760 EDWARD CHRISTOPHER III VP - GLOBAL SERVICES 37.50 0.00 X 254327 0 27154 CATHY MA VP - AUDIENCE AND CONTENT 37.50 0.00 X 223240 0 39041 WILLIAM HERMAN VP - MEMBERSHIP 37.50 0.00 X 218280 0 37631 2783213 0 312887 35 0 1 0 OVG HOSPITALITY 150 ROUSE BLVD 3RD FLOOR PHILADELPHIA PA 19112 EVENT MANAGEMENT SERVICES 596994 OCTOBER LLC 400 NORTH PAULINA ST CHICAGO IL 60622 VIDEO PRODUCTION 528484 WILLIAM & VALERIE SOBEL LLC 2636 LA CUESTA AVE OAKLAND CA 94611 IT SERVICES 243994 PROVEN PRODUCTIONS 27-29 KINNAIRD ST 4 CAMBRIDGE MA 02139 VIDEO PRODUCTION 186000 GRANT THORNTON LLP 33960 TREASURY CENTER CHICAGO IL 606943900 AUDIT SERVICES 163335 8 TRADE SHOWS 423830 49416798 49400384 16414 MEMBERSHIP REVENUE 561499 2296200 2296200 SEMINARS AND MEETINGS 611710 762560 762560 PROXY FEES/OTHER FOREIGN SUB REV 813920 590903 590903 PARTICIPATION FEE 813920 82346 82346 257885 257885 53406692 517342 517342 7000 0 7000 7000 7000 1275 2562 -1287 -1287 FOREIGN CURRENCY TRANS. LOSS 900099 -12364 -12364 -12364 53917383 52717029 688376 511978 25000 1590539 8582243 473144 1574370 667730 62890 206615 104136 1850900 49278 842280 1570365 905867 1236487 19298651 8315 27360 683921 FOREIGN OFFICE EXPENSES 47772 BAD DEBT EXPENSES 30408 39838271 1654120 1376589 107194 111455 1162959 2957324 857537 1073994 1296671 977449 298393 319222 18792021 21312606 21654512 21654512 6263273 7523728 50790009 56329430 17900634 7507604 1417234 2115619 2750000 1250000 9045143 9972410 31113011 20845633 X 19676998 35483797 19676998 35483797 50790009 56329430 X 14079112 2131498 -403811 X 0 1 X 1 0 0 0 1 2296200 241946 241946 275544 -33598 547664 547664 0 25575 25575 0 723432 404210 319222 319222 INVESTMENTS IN SUB (SHANGHAI) 1428592 F INVESTMENTS IN SUB (MEXICO) 1196970 F INVESTMENTS IN SUB (BRAZIL) 1054586 F INVESTMENTS IN SUB (MCLEAN) 17974364 F 21654512 OPERATING LEASE RIGHT-OF-USE ASSETS 7523728 7523728 OPERATING LEASE LIABILITIES 9669319 CTC - MEMBER ESCROW 71203 PENSION & POSTRETIREMENT BENEFITS 231888 9972410 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. SOUTH AMERICA 0 0 INVESTMENTS 1054585 EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS 1428592 NORTH AMERICA 0 0 INVESTMENTS 1196970 EAST ASIA AND THE PACIFIC 1 2 PROGRAM SERVICES ASSIST MEMBERS 151169 EUROPE (INCLUDING ICELAND & GREENLAND) 1 1 PROGRAM SERVICES ASSIST MEMBERS 37308 SOUTH ASIA 1 3 PROGRAM SERVICES ASSIST MEMBERS 921215 3 6 0 0 3 6 4789839 0 4789839 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. 1 SKILLSUSA INC 14001 SKILLSUSA WAY LEESBURG VA 20176 520812433 501(C)(3) 25000 0 SUSTAINING SUPPORT 1 0 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 512522 0 200000 0 1188 0 8580 0 47282 0 769572 0 0 0 PETER R EELMAN CHIEF EXPERIENCE OFFICER 338291 0 26640 0 2286 0 18779 0 25535 0 411531 0 0 0 REBECCA STAHL CHIEF FINANCIAL OFFICER 347660 0 26960 0 414 0 18859 0 15543 0 409436 0 0 0 TRAVIS EAGAN CHIEF REVENUE OFFICER 337639 0 26280 0 414 0 19100 0 13623 0 397056 0 0 0 RYAN KELLY VP - TECHNOLOGY 266892 0 0 0 180 0 16206 0 25554 0 308832 0 0 0 EDWARD CHRISTOPHER III VP - GLOBAL SERVICES 233961 0 18080 0 2286 0 14038 0 13116 0 281481 0 0 0 CATHY MA VP - AUDIENCE AND CONTENT 223060 0 0 0 180 0 13680 0 25361 0 262281 0 0 0 WILLIAM HERMAN VP - MEMBERSHIP 201092 0 16000 0 1188 0 4074 0 33557 0 255911 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 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 TECHNOLOGY THE ASSOCIATION FOR MANUFACTURING 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: CHANGES IN INVESTMENT IN SUBSIDIARIES -403,811. 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 1244741 896372 1.00000 1 AMT BRASIL ASSESSORIA DE NEGOCIOS AV ENGENHEIRO CARLOS REIN MENDES1 SOROCABA BR MANUFACTURING BR AMT C -20982 88948 0.99000 1 AMT MCLEAN INC 7901 JONES BRANCH DRIVE 900 MCLEAN VA 22102 464089434 REAL ESTATE DE AMT C 1.00000 1 SERVICIOS AMTW S DE RL DE CV LLC 427 SUR COL ALTAVISTA MONTERREY MX 64030 MANUFACTURING MX AMT C 8151421 2056665 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