GLOBAL BUSINESS ALLIANCE INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GLOBAL BUSINESS ALLIANCE INC (EIN 13-3218529)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201643209349313119
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T15:48:28-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4250 N FAIRFAX DRIVE SUITE 1020 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133218529 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORGANIZATION FOR INTERNATIONAL | BusinessNameLine1Txt |
| Business Name Line2 | INVESTMENT INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ORGA | BusinessNameControlTxt |
| Phone | 2026591903 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 19TH ST NW NO 501 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200362411 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY MCLERNON | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2026591903 | PhoneNum |
| Signature | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE SOUDERS | PreparerPersonNm |
| PTIN | P00177346 | PTIN |
| Phone | 5712279500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NANCY MCLERNON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 19TH ST NW NO 501 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200362411 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,196,188 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.OFII.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | TO REPRESENT U.S. SUBSIDIARIES OF COMPANIES HEADQUARTERED ABROAD | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Total Volunteers | 21 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,152,853 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,183,837 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,706 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,546 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,644 | PYOtherRevenueAmt |
| CY Other Revenue | $805 | CYOtherRevenueAmt |
| PY Total Revenue | $4,160,203 | PYTotalRevenueAmt |
| CY Total Revenue | $4,196,188 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,754,428 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,807,160 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,068,211 | PYOtherExpensesAmt |
| CY Other Expenses | $2,235,521 | CYOtherExpensesAmt |
| PY Total Expenses | $3,822,639 | PYTotalExpensesAmt |
| CY Total Expenses | $4,042,681 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $337,564 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $153,507 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,060,302 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,051,693 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,006,668 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $883,886 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,053,634 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,167,807 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ORGANIZATION FOR INTERNATIONAL INVESTMENT (OFII) IS A NON-PROFIT 501(C)(6) BUSINESS ASSOCIATION REPRESENTING THE U.S. OPERATIONS OF MANY OF THE WORLD'S LARGEST INTERNATIONAL COMPANIES, WHICH INSOURCE OVER 5 MILLION AMERICAN JOBS AND SUPPORT AN ANNUAL U.S. PAYROLL OF OVER $400 BILLION. OFII ADVOCATES FOR THE FAIR, NON-DISCRIMINATORY TREATMENT OF INSOURCING COMPANIES. OUR GOAL IS TO MAKE THE UNITED STATES AN INCREASINGLY ATTRACTIVE LOCATION FOR COMPANIES TO CONDUCT MORE BUSINESS AND EMPLOY MORE AMERICANS WITHIN OUR BORDERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE ORGANIZATION REPRESENTS THE INTERESTS OF ITS MEMBERS WITH RESPECT TO LEGAL AND ECONOMIC DEVELOPMENTS AFFECTING FOREIGN DIRECT INVESTMENTIN THE UNITED STATES. ALL MEMBERS ARE DOMESTIC SUBSIDIARIES OF FOREIGN-OWNED CORPORATIONS. TO THIS END, THE ORGANIZATION MAINTAINS AN OFFICE WITH ELEVEN FULL-TIME EMPLOYEES AS WELL AS ONE TO TWO FULL/PART-TIME EMPLOYEES (INTERNS), WHO ARE RESPONSIBLE FOR ADMINISTRATIVE AND RESEARCH MATTERS, AND ASSISTANCE WITH DISSEMINATION OF INFORMATION TO MEMBERS. MOST OF THE PROGRAM WORK IS PERFORMED BY OUTSIDE CONSULTANTS, WHO ARE ACCOUNTANTS, ATTORNEYS, OR ECONOMISTS. ADDITIONALLY, A SIGNIFICANT PORTION OF THE PRESIDENT'S TIME IS DEVOTED TO PROGRAM WORK. THIS WORK CONSISTS OF COLLECTING, ANALYZING, AND INFORMING MEMBERS ABOUT CURRENT LEGAL AND ECONOMIC ISSUES THAT AFFECT THEIR BUSINESS INTERESTS. PERIODIC CONFERENCES OF MEMBER REPRESENTATIVES ARE HELD TO DISCUSS THESE ISSUES, TO HEAR INVITED SPEAKERS ON RELATED TOPICS, AND TO ASSIST IN FORMULATION OF ACTION RECOMMENDATIONS TO MEMBERS. WHEN APPROPRIATE, POSITION PAPERS ARE PRESENTED AND PERSONAL REPRESENTATIONS ARE MADE TO MEMBERS OF CONGRESS, ADMINISTRATION PERSONNEL AT VARIOUS LEVELS, AND TO STATE LEGISLATIVE AND ADMINISTRATIVE PERSONNEL. THE ORGANIZATION REGULARLY FILES BRIEFS, PAPERS, AND TESTIMONY WITH THESE BODIES EXPRESSING THE VIEWS OF ITS MEMBERS ON PENDING TAX AND TRADE CASES, THE OUTCOME OF WHICH MAY AFFECT THE INTERESTS OF ORGANIZATION MEMBERS.- VARIOUS REPRESENTATIONS WERE MADE TO OFFICIALS OF THE ADMINISTRATION AND CONGRESSIONAL STAFF CONCERNING THE EFFECT PROPOSED LEGISLATION WOULD HAVE ON VARIOUS TAX, INVESTMENT AND COMMUNICATIONISSUES AFFECTING MEMBERS- VARIOUS PAPERS AND STUDIES WERE PREPARED BY OUTSIDE CONSULTANTS FOR DISSEMINATION TO MEMBERS AND THE PUBLIC OF CURRENT INVESTMENT, TAX AND COMMUNICATION ISSUES. SOME OF THESE STUDIES MAY BE USED TO INFORM CONGRESS, THE ADMINISTRATION AND GENERAL PUBLIC- APPROXIMATELY FIFTY MEMBER MEETINGS AND CONFERENCE CALLS, AND FIVE TO SIX CONFERENCES AND SEMINARS WERE HELD TO DISCUSS TAX, INVESTMENT AND COMMUNICATIONS ISSUES AFFECTING MEMBERS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 19 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHANIE M MINOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2026591903 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 19TH ST NW NO 501 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200362411 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JANET BUCHERT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BERND-PETER BIER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE CICCONE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE EVERED | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNA SCHNEIDER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANK ERVIN III | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK DAHLINGER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID SLACK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN HALBY | ||||||||
| VICE CHAIR, TAX COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| GARY HICKMAN | ||||||||
| CHAIRMAN EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JAKE JONES | ||||||||
| CHAIRMAN, BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DENNIS KERRIGAN | ||||||||
| VICE CHAIRMAN,BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| TOM LANGAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER LEFKIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK MCLAIN | ||||||||
| CHAIR, GOVERNMENT AFFAIRS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAPIL SHARMA | ||||||||
| CHAIR, COMMUNICATIONS COMM | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ROBERT SMITH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HUGH SPINKS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEX SPITZER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GREG STAY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY TAPPANA | ||||||||
| SECRETARY/TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| CRAIG ZAHND | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL HOOGSTEDEN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY MCLERNON | ||||||||
| PRESIDENT & CEO | 40.00 | $622,306 | $0 | $109,286 | Yes (X) | |||
| RACHEL ALEXANDER | ||||||||
| DIRECTOR, GOVERNMENT AFFAI | 40.00 | $167,031 | $0 | $47,504 | Yes (X) | |||
| AARON BRICKMAN | ||||||||
| VP STRATEGY AND DEVELOPMENT | 40.00 | $189,962 | $0 | $57,960 | Yes (X) | |||
| JONATHAN SAMFORD | ||||||||
| DIRECTOR, MEDIA & COMMUNIC | 40.00 | $140,000 | $0 | $27,442 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,119,299 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $242,192 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ERNST & YOUNG LLP | |||||
| PO BOX 640382 | PITTSBURG | PA | 15264 | PREP FOR ECONOMIC POLICY REPORT | $278,762 |
| PRICEWATERHOUSECOOPERS | |||||
| PO BOX 7247-8001 | PHILADELPHIA | PA | 19170 | CONSULTING, ECONOMIC STUDIES, RESEARCH | $176,866 |
| WASHINGTON TAX GROUP | |||||
| 300 NEW JERSEY AVENUE NW | WASHINGTON | DC | 20001 | OUTSIDE COUNSEL | $140,000 |
| MULTISTATE ASSOCIATES | |||||
| 515 KING STREET | ALEXANDRIA | VA | 22314 | STATE ADVOCACY | $113,066 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $2,647,450 | $2,647,450 |
| CONFERENCES/DINNERS | 900099 | $1,278,887 | $1,278,887 |
| JOINT BUSINESS RELATIO | 900099 | $257,500 | $257,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,183,837 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,546 | TotalRevenueColumnAmt |
| Exclusion | $11,546 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $805 | TotalRevenueColumnAmt |
| Exclusion | $805 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $805 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,196,188 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,183,837 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,351 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $731,592 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $786,579 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,545 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,336 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,108 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $465,211 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,205 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,345 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,558 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,787 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,200 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $696,999 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,789 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,502 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| ECONOMIC STUDIES | $176,556 |
| STATE ADVOCACY | $175,132 |
| COMMUNICATIONS | $127,719 |
| PRINTING & SUBSCRIPTION | $66,843 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,675 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,042,681 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,993,307 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,757,842 | BOYAmt |
| EOY | $816,931 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,950 | BOYAmt |
| EOY | $149,108 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,966 | BOYAmt |
| EOY | $49,152 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $223,073 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $190,257 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,165 | BOYAmt |
| EOY | $32,816 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,379 | BOYAmt |
| EOY | $10,379 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,060,302 | BOYAmt |
| EOY | $3,051,693 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $397,543 | BOYAmt |
| EOY | $444,261 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $609,125 | BOYAmt |
| EOY | $439,625 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,006,668 | BOYAmt |
| EOY | $883,886 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,053,634 | BOYAmt |
| EOY | $2,167,807 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,053,634 | BOYAmt |
| EOY | $2,167,807 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,060,302 | BOYAmt |
| EOY | $3,051,693 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $153,507 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$39,334 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (1) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $3,331,059 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $1,630,000 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | -$158,241 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | $1,471,759 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $1,332,424 | AggregateReportedDuesNtcAmt |
| Carried Over | $139,335 | CarriedOverAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $133,058 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $133,058 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $90,015 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $57,199 | DepreciationAmt |
| Book Value | $32,816 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $32,816 | TotalBookValueLandBuildingsAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NANCY MCLERNON | ||||||||||||||
| PRESIDENT & CEO | $335,000 | $0 | $115,575 | $0 | $171,731 | $0 | $33,500 | $0 | $75,786 | $0 | $731,592 | $0 | $0 | $0 |
| RACHEL ALEXANDER | ||||||||||||||
| DIRECTOR, GOVERNMENT AFFAI | $132,031 | $0 | $35,000 | $0 | $0 | $0 | $0 | $0 | $47,504 | $0 | $214,535 | $0 | $0 | $0 |
| AARON BRICKMAN | ||||||||||||||
| VP STRATEGY AND DEVELOPMENT | $162,962 | $0 | $27,000 | $0 | $0 | $0 | $0 | $0 | $57,960 | $0 | $247,922 | $0 | $0 | $0 |
| JONATHAN SAMFORD | ||||||||||||||
| DIRECTOR, MEDIA & COMMUNIC | $100,000 | $0 | $40,000 | $0 | $0 | $0 | $0 | $0 | $27,442 | $0 | $167,442 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE SHALL BE COMPRISED OF THE CHAIRMAN OF THE BOARD, THE CHAIRMAN-EMERITUS, THE SECRETARY/TREASURER, AND THE CHAIRS OF THE STANDING COMMITTEES. THE EXECUTIVE COMMITTEE SHALL EXERCISE SUCH POWERS AS SHALL BE DELEGATED TO THEM BY THE BOARD OF DIRECTORS AND, SUBJECT TO RATIFICATION BY THE BOARD, BE EMPOWERED TO ACT IN THE NAME OF THE MEMBERSHIP BETWEEN MEETINGS OF THE BOARD. SPECIFIC DUTIES OF THE EXECUTIVE COMMITTEE: CHAIRMAN OF THE BOARD - THE CHAIRMAN OF THE BOARD MAY PERFORM SUCH OFFICES AS SHALL BE REQUESTED FROM TIME TO TIME BY THE BOARD OF DIRECTORS. THE CHAIRMAN SHALL PRESIDE AT MEETINGS OF THE MEMBERS AND OF THE BOARD OF DIRECTORS. HE OR SHE SHALL ALSO, AT OTHER MEETINGS OF THE CORPORATION AND AT SUCH OTHER TIMES AS HE OR SHE DEEMS PROPER, COMMUNICATE TO THE CORPORATION OR TO THE BOARD SUCH MATTERS AND MAKE SUCH SUGGESTIONS AS MAY, IN HIS OR HER OPINION, TEND TO PROMOTE AND INCREASE THE USEFULNESS OF THE CORPORATION TO MEMBERS AND SHALL PERFORM SUCH OTHER DUTIES AS ARE INCIDENT TO THE OFFICE OF THE CHAIRMAN OF THE BOARD. THE CHAIRMAN -EMERITUS SHALL BE A MEMBER OF THE EXECUTIVE COMMITTEE AUTOMATICALLY FOR THE THREE YEAR PERIOD IMMEDIATELY FOLLOWING HIS OR HER TERM AS CHAIRMAN OF THE BOARD. IN CASE OF ABSENCE OR INABILITY TO ACT FROM ANY CAUSE OF BOTH THE CHAIRMAN OF THE BOARD AND VICE CHAIRMAN OF THE BOARD, THE CHAIRMAN -EMERITUS SHALL PERFORM THE DUTIES OF THE CHAIRMAN. VICE CHAIRMAN OF THE BOARD - THE VICE CHAIRMAN OF THE BOARD SHALL ASSIST THE CHAIRMAN OF THE BOARD IN FULFILLING HIS OR HER DUTIES. THE VICE CHAIRMAN SHALL PERFORM THE DUTIES OF THE CHAIRMAN IN CASE OF ABSENCE OR INABILITY TO ACT FROM ANY CAUSE OF THE CHAIRMAN. THE VICE CHAIRMAN MAY ALSO SERVE IN ANOTHER CAPACITY ON THE EXECUTIVE COMMITTEE (I.E. AS A COMMITTEE CHAIR OF A STANDING COMMITTEE OR SECRETARY/TREASURER). SECRETARY/TREASURER - THE TREASURER SHALL OVERSEE THE COLLECTION AND ACCOUNTING OF ALL MONIES RECEIVED AND EXPENDED FOR THE USE OF THE CORPORATION. THE TREASURER SHALL MAKE A REPORT AT THE ANNUAL MEETINGS OF THE BOARD OR AT SUCH OTHER TIMES AS CALLED UPON BY THE CHAIRMAN OF THE BOARD. THE SECRETARY SHALL BE HOLDER OF THE CORPORATION'S SEAL. |
| FORM 990, PART VI, SECTION A, LINE 6 | OFII HAS ONE LEVEL OF MEMBERSHIP FOR ALL MEMBER COMPANIES. |
| FORM 990, PART VI, SECTION A, LINE 7A | A DIRECTOR MUST BE EMPLOYED BY A MEMBER OR ONE OF ITS AFFILIATES. THERE SHALL BE NO MORE THAN ONE DIRECTOR FROM THE SAME AFFILIATED GROUP OF COMPANIES. THE DIRECTORS AND EXECUTIVE COMMITTEE OFFICERS SHALL BE ELECTED BY THE VOTE OF A MAJORITY OF THE MEMBERSHIP EVERY YEAR. |
| FORM 990, PART VI, SECTION A, LINE 7B | CHANGES TO BY-LAWS |
| FORM 990, PART VI, SECTION A, LINE 8B | MEETING MINUTES ARE RECORDED AT EACH BOARD MEETING AND ARE APPROVED BY THE BOARD AT THE FOLLOWING MEETING. THE COMMITTEES DO NOT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. ANY ISSUES DISCUSSED AT COMMITTEE MEETINGS MUST GO THROUGH BOARD APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS PREPARED BY AN OUTSIDE FIRM FROM INFORMATION PROVIDED BY MANAGEMENT. ONCE PREPARATION IS COMPLETE, THE ORGANIZATION'S SENIOR MANAGEMENT REVIEW FORM 990 IN ITS ENTIRETY BEFORE BEING PROVIDED TO THE BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL EMPLOYEES AND BOARD MEMBERS ARE SUBJECT TO THE CONFLICT OF INTEREST POLICY. THE ORGANIZATION'S ETHICS AGREEMENT IS SIGNED BY ALL EMPLOYEES AND BOARD MEMBERS IN DECEMBER OF EACH YEAR AND IS KEPT ON FILE. |
| FORM 990, PART VI, SECTION B, LINE 15 | OFII USES COMPARABILITY DATA AND USES A COMPENSATION COMMITTEE (SAME AS BOARD OF DIRECTORS) FOR DETERMINING COMPENSATION OF OFFICERS AND KEY EMPLOYEES. THE LAST TIME THIS PROCESS WAS USED WAS IN 2015. |
| FORM 990, PART VI, SECTION C, LINE 19 | OFII DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART III, LINE 1 | ORGANIZATION'S MISSION, CONTINUED: OFII'S THREE-PART MANDATE: - EDUCATE POLICY MAKERS AND THE PUBLIC ABOUT THE POSITIVE ROLE U.S. SUBSIDIARIES PLAY IN THE AMERICAN ECONOMY. OFII PRODUCES A VARIETY OF DIFFERENT DOCUMENTS AND STUDIES DETAILING THE IMPORTANT CONTRIBUTIONS U.S. SUBSIDIARIES MAKE TO THE U.S. ECONOMY. - ADVOCATE TO ENSURE U.S. SUBSIDIARIES ARE NOT DISCRIMINATED AGAINST IN STATE OR FEDERAL LAW. WHEN U.S. SUBSIDIARIES ARE UNDER THREAT IN THE U.S. LEGISLATIVE OR REGULATORY PROCESS, OFII IS AN AGGRESSIVE AND EFFECTIVE ADVOCATE FOR FAIR, NON-DISCRIMINATORY TREATMENT. OFII'S EFFORTS TO ENSURE NON-DISCRIMINATORY TREATMENT FOR U.S. SUBSIDIARIES RELY ON A NUMBER OF ACTIVITIES: - MONITORING - OFIIS STAFF AND TEAM OF EXPERTS CLOSELY TRACK POLICY AND POLITICAL DEVELOPMENTS OF IMPORTANCE TO U.S. SUBSIDIARIES; - REPORTING & ANALYZING - OFII AND ITS EXPERTS PROVIDE ANALYSIS ABOUT ISSUES THAT MAY UNIQUELY AFFECT U.S. SUBSIDIARIES. THIS TIMELY AND THOROUGH INFORMATION HELPS MEMBER COMPANIES UNDERSTAND THE IMPACT OF A PARTICULAR POLICY PROPOSAL ON THEIR BUSINESS. - LOBBYING - WHEN AN ISSUE IS TARGETED FOR OFII ACTION, A STRATEGY IS DEVELOPED AND CARRIED OUT TO MODIFY THE LEGISLATIVE AND/OR REGULATORY PROPOSALS. - NETWORK TO PROVIDE PEER-TO-PEER FORUMS ON ISSUES UNIQUE TO U.S. SUBSIDIARIES. CURRENTLY, OFII HOLDS ANNUAL CONFERENCES FOR GENERAL COUNSEL, SENIOR TAX AND GOVERNMENT RELATIONS AND PUBLIC AFFAIRS EXECUTIVES. IN ADDITION, WE HOLD INFORMAL PRIVATE DINNERS FOR CFO AND GENERAL COUNSEL EXECUTIVES. EVEN THOUGH OUR PARTICIPANTS REPRESENT COMPANIES IN A VARIETY OF INDUSTRIES, SENIOR EXECUTIVES GAIN WORTHWHILE INSIGHT FROM TALKING WITH COLLEAGUES ABOUT THEIR DISTINCT RESPONSIBILITIES AT U.S. SUBSIDIARIES. THESE EVENTS ALSO HELP OFII TO FOCUS ON ISSUES IDENTIFIED IN THESE DISCUSSIONS AS MOST CRITICAL. |