2015-11-14T15:11:25-06:00 2014-12-31 410746749 CLIFTONLARSONALLEN LLP 4250 N FAIRFAX DRIVE SUITE 1020 ARLINGTON VA 22203 990 2014-01-01 130432130 AMERICAN HOTEL & LODGING ASSOCIATION AMER 2022893100 1250 I STREET NW NO 1100 WASHINGTON DC 20005 KATHERINE LUGAR PRESIDENT & CEO 2022893100 2015-11-11 1 DAVID TRIMNER P00444822 5712279500 2014 2016-04-25 22:37:26Z KATHERINE LUGAR 1250 I STREET NW NO 1100 WASHINGTON DC 20005 13541077 0 X WWW.AHLA.COM X 1937 NY THE ASSOCIATION IS THE VOICE OF THE LODGING INDUSTRY, AN ADVOCATE, AND RESOURCE FOR THE SECTOR. 64 64 35 64 0 0 368216 377043 7957098 12256752 140099 132532 176729 212915 8642142 12979242 1384799 1615847 0 0 4339140 4330836 0 0 0 3481742 6272804 9205681 12219487 -563539 759755 5915650 8795743 2448331 4514095 3467319 4281648 X TO SERVE THE LODGING INDUSTRY BY PROVIDING REPRESENTATION AT THE NATIONAL LEVEL IN GOVERNMENTAL AFFAIRS, EDUCATION, RESEARCH, COMMUNICATION, DIVERSITY AND VALUE-ADDED SERVICES. 0 0 GOVERNMENT AFFAIRS: THE GOVERNMENT AFFAIRS TEAM WORKS WITH ITS MEMBERS IN THE LODGING INDUSTRY TO ENSURE CONGRESS UNDERSTANDS HOW IMPORTANT DECISIONS IMPACT HOTELIERS. THE CONTRIBUTION OF THE HOTEL INDUSTRY TO THE NATIONAL ECONOMY IS UNDENIABLE WITH FOUR YEARS OF CONSECUTIVE ECONOMIC GROWTH AND JOB CREATION. THE HOTEL AND LODGING INDUSTRY HAS BEEN INSTRUMENTAL IN HELPING BOOST THE ECONOMY, SUPPORT GOOD JOBS --- THE MAJORITY OF WHICH ARE ABOVE MINIMUM WAGE -- OFFER BENEFITS AND, MOST IMPORTANTLY, PROVIDE THE OPPORTUNITY TO FIND A LIFELONG CAREER IN THE INDUSTRY. THE ISSUES THAT IMPACT OUR HOTELS AND THEIR EMPLOYEES FOCUS ON THREE KEY AREAS AND ARE UPDATED BASED ON EMERGING PRIORITIES. THEY INCLUDE: WORKFORCE, TECHNOLOGY AND DISTRIBUTION, AND TRAVEL AND TOURISM PROMOTION. ON WORKFORCE: OUR EFFORTS AIM TO ENSURE HOTELIERS, INCLUDING MANY SMALL BUSINESS OWNERS, CAN GROW AND PRESERVE THE JOB GROWTH THAT IS SO CENTRAL TO LOCAL, STATE AND NATIONAL ECONOMIES. RESEARCH CONDUCTED IN 2014 SHOWED CLEARLY THAT THE HOTEL INDUSTRY OVERWHELMINGLY PAYS MOST JOB TITLES IN THE LODGING INDUSTRY ABOVE MINIMUM WAGE. MORE THAN HALF OF RESPONDENTS HAVE STARTING RATES ABOVE THE MINIMUM WAGE FOR EIGHT OUT OF 10 JOB TITLES SURVEYED. THESE HOURLY-POSITIONS OFFER A FAST-TRACK TO UPWARD MOBILITY AND SERVE AS A GATEWAY FOR NEW WORKERS TO ENTER THE LODGING INDUSTRY. AGAINST THIS BACKDROP, THE ASSOCIATION SEEKS TO SUPPORT ITS MEMBERS, OF WHICH THE MAJORITY ARE SMALL BUSINESS OWNERS AND HELP THEM MAINTAIN THEIR ABILITY TO GROW AND CREATE JOBS. ON TECHNOLOGY AND DISTRIBUTION: THE HOTEL INDUSTRY IS RAPIDLY INNOVATING AND EXPANDING OFFERINGS TO BETTER SERVE GUESTS AND THIS REMAINS AN IMPORTANT FOCUS OF THE ASSOCIATION. WITH 480 ONLINE BOOKINGS HAPPENING EVERY MINUTE, A TOP PRIORITY FOR THE INDUSTRY IS THE RAPID EXPANSION OF ONLINE COMPANIES AND SERVICES. INCREASINGLY, CONSUMERS HAVE BEEN IMPACTED BY ONLINE ADS AND SEARCH ENGINE RESULTS THAT MISLEAD THEM INTO BELIEVING THEY ARE BOOKING DIRECTLY WITH THE HOTEL, WHILE IN FACT THEY ARE BOOKING ON AN AFFILIATE WEBSITE THAT OFTEN SCAMS CONSUMERS DURING THE BOOKING PROCESS. AH&LA HAS WORKED TO THWART THESE DECEPTIVE PRACTICES AND WARN CONSUMERS HOW TO AVOID SCAMS BY ALERTING THE PUBLIC AND WORKING WITH CONGRESSIONAL OFFICIALS TO RAISE AWARENESS AMONG VARIOUS GOVERNMENT AGENCIES WITH OVERSITE ON DECEPTIVE ADVERTISING PRACTICESAH&LA ALSO ADVOCATES FOR A LEVEL PLAYING FIELD WITH BOTH ONLINE TRAVEL COMPANIES AND SHORT-TERM ONLINE RENTAL COMPANIES ENTERING THE MARKET. MANY OF THESE COMPANIES ARE NOT TAXED OR REGULATED LIKE HOTELS. SINCE THE HOTEL INDUSTRY SUCCEEDS BASED ON A COMPETITIVE BUSINESS MODEL WHERE EVERYONE PLAYS BY THE SAME RULES, AH&LA AIMS TO ENSURE THAT THESE NEW MARKET PLAYERS PAY THEIR FAIR SHARE OF TAXES AND ADHERE TO COMMONSENSE SECURITY AND SAFETY REGULATIONS.ON TRAVEL AND TOURISM PROMOTION: AH&LA WORKS WITH OUR PARTNERS TO EXPAND TOURISM PROMOTION AND MAKE IT EASIER FOR TRAVELERS TO OBTAIN VISAS SO THEY CAN VISIT AND EXPERIENCE AMERICA AS THEY CONTRIBUTE TO LOCAL ECONOMIES ACROSS THE UNITED STATES. TOURISM DIRECTLY SUPPORTS MORE THAN 7.9 MILLION TRAVEL AND TOURISM JOBS AND CONTRIBUTES $134 BILLION IN FEDERAL, STATE, AND LOCAL TAXES GOING TOWARDS VALUABLE PROGRAMS IN COMMUNITIES ACROSS THE COUNTRY. OUR EFFORT HAVE ENSURED THE PASSAGE OF BRANDUSA REAUTHORIZATION AND SUPPORTED EXPANSION AND IMPROVEMENTS TO THE VISA WAIVER PROGRAM. INDUSTRY RELATIONS: EFFECTIVE JANUARY 1, 2014, AH&LA CHANGED ITS MEMBERSHIP MODEL TO BETTER REFLECT A COHESIVE VISION THAT SPEAKS IN A UNIFIED VOICE IN ORDER TO AMPLIFY OUR ADVOCACY EFFORTS. THE MODEL TRANSFORMATION FOLLOWED SIGNIFICANT DIRECTION AND CONTRIBUTION FROM OUR MEMBERS AND WAS DEVELOPED TO BETTER ADDRESS THE EVOLVING LANDSCAPE IN THE HOTEL INDUSTRY. THE NEW, REVITALIZED MODEL STRUCTURE ENGAGES HOTEL OWNERS, REITS, CHAINS, FRANCHISEES, MANAGEMENT COMPANIES, INDEPENDENT PROPERTIES, STATE HOTEL ASSOCIATIONS AND INDUSTRY SUPPLIERS. OUR GOALS ARE TO CONTINUE TO BEST REPRESENT AND ADVOCATE ON BEHALF OF THE NEARLY 22,000 MEMBERS - THE LARGEST IN AH&LA'S 100-YEAR HISTORY. COMMITTEES AND CONTRIBUTIONS: HELPING STUDENTS ACHIEVE THE AMERICAN DREAM AND FINANCE THEIR FUTURE, THE ASSOCIATION CONTINUES TO MAKE SIGNIFICANT CONTRIBUTIONS TO STUDENTS AROUND THE COUNTRY. THE DEVELOPMENT OF YOUTH AND THE NEXT GENERATION OF HOTEL EMPLOYEES IS CENTRAL TO THE ASSOCIATION. IN 2014, THE ASSOCIATION CONTRIBUTED $551,000 IN INDUSTRY-RELATED SCHOLARSHIPS, THROUGH ITS FOUNDATION, THE AMERICAN HOTEL & LODGING EDUCATIONAL FOUNDATION. THESE SCHOLARSHIPS HELP PROVIDE MUCH NEEDED RESOURCES TO STUDENTS WHO SEEK A LIFE-LONG CAREER IN THE HOSPITALITY INDUSTRY. WORKFORCE DEVELOPMENT INITIATIVES ATTRACT AND RETAIN EMPLOYEES TO THE INDUSTRY IN MORE THAN 800 HIGH SCHOOLS AND TRAINING LOCATIONS. THE FOUNDATION ALSO INVESTS IN INSTRUMENTAL INDUSTRY RESEARCH, PROVIDING $156,500 COVERING SUCH ISSUES AS ADA, TECHNOLOGY, AND STATE-OF-ART TRAINING TOOLS.FURTHER, THIS YEAR SAW A RESTRUCTURING OF COMMITTEES THAT ALLOW OUR DIVERSE MEMBERSHIP TO ENGAGE WITH THE ASSOCIATION AND THEIR PEERS TO ADDRESS IMPORTANT OPPORTUNITIES, CHALLENGES AND ISSUES FACING OUR INDUSTRY. AH&LA HAS SIX COUNCILS THAT PROVIDE MEMBERS WITH OPPORTUNITIES FOR NETWORKING AND INFORMATION AND IDEA SHARING WITH COLLEAGUES FROM THEIR SPECIFIC INDUSTRY SEGMENTS. THESE ARE THE BRANDS COUNCIL (COMPRISED OF HOTEL COMPANIES THAT OWN AND/OR MARKET BRANDS, INCLUDING THOSE THAT GRANT FRANCHISES FOR HOTEL BRANDS AND THE INDIVIDUAL PROPERTIES BRANDED BY THOSE HOTEL COMPANIES); OWNERS COUNCIL (COMPRISED OF HOTEL COMPANIES THAT OWN HOTELS); MANAGEMENT COMPANIES COUNCIL (COMPRISED OF HOTEL COMPANIES THAT OPERATE OR MANAGE HOTELS); INDEPENDENT HOTELS COUNCIL (COMPRISED OF HOTELS THAT ARE NOT BRANDED); PSA COUNCIL (COMPRISED OF THE PARTNER STATE ASSOCIATIONS); AND ALLIED COUNCIL (COMPRISED OF COMPANIES WHO DO BUSINESS WITH THE LODGING INDUSTRY). BESIDES THE COUNCILS, AH&LA AND ITS AFFILIATES OFFER MORE THAN 20 COMMITTEES. UNDER 30 GATEWAY: FOSTERING THE NEXT GENERATION OF HOSPITALITY EMPLOYEES, THE UNDER 30 GATEWAY IS AH&LA'S FIRST-EVER PROGRAM DEDICATED TO ADDRESSING THE PERSONAL AND PROFESSIONAL NEEDS OF YOUNG HOSPITALITY PROFESSIONALS. GATEWAY MEMBERSHIP IS OPEN TO ALL HOSPITALITY PROFESSIONALS WORKING IN ANY CAPACITY. THERE ARE 11 STATE CHAPTERS IN 39 PARTNER STATES REPRESENTING SOME 800 MEMBERS. WOMEN IN LODGING: WOMEN IN LODGING (WIL) IS EXCLUSIVE FOR WOMEN HOSPITALITY PROFESSIONALS TO CONNECT WITH THE INDUSTRY'S TOP INDUSTRY LEADERS AND GAIN A STRONGER FOOTING IN THE BUSINESS. ITS MISSION IS TO SERVE AS A CATALYST AND ENABLE THE PERSONAL AND PROFESSIONAL GROWTH OF WOMEN AND HELP REMOVE BARRIERS FOR THEM AND PROVIDE CONCRETE SOLUTIONS. IT ALSO AIMS TO FOSTER THE DEVELOPMENT OF WOMEN TO OBTAIN LEADERSHIP COMPETENCIES THAT CONTRIBUTE TO THE ACHIEVEMENT OF OVERALL CAREER GROWTH AND FINALLY TO ENGAGE WOMEN IN THE POLITICAL PROCESS AS IT RELATES TO OUR INDUSTRY. WITH ABOUT 2,000 PARTICIPANTS, WIL SEEKS TO EXPAND ITS MEMBERSHIP GOING FORWARD AND CONTRIBUTE TO THE GROWTH OF PROFESSIONAL WOMEN THROUGHOUT THE INDUSTRY. STUDENT CHAPTERS: LAUNCHED IN 2009, OUR STATE CHAPTERS HAVE GROWN TO 24 OFFICIAL CHAPTERS FROM 22 LAST YEAR, WITH ALMOST 2,000 MEMBERS REPRESENTING MOST OF THE TOP-RATED PROGRAMS IN THE COUNTRY. THESE CHAPTERS ALLOW STUDENTS TO NETWORK AND GET A GOOD GLIMPSE OF OUR INDUSTRY BY DELVING INTO THE WORLD OF HOSPITALITY BEFORE RECEIVING A DIPLOMA OR CERTIFICATION. STUDENT MEMBERS ARE PART OF A NETWORK OF INDUSTRY EXECUTIVES AND INVITED TO ATTEND AH&LA CONFERENCES AND EVENTS, WHERE THEY CAN MEET POTENTIAL EMPLOYERS FACE-TO-FACE. ONGOING WORK AIMS TO PROVIDE STUDENTS WITH THE LATEST HOSPITALITY NEWS, INFORMATION, AND EDUCATION RESOURCES, SO THAT THEY CAN STAY ON TOP OF THE TRENDS AND BEST PRACTICES OF THE INDUSTRY AND SET THEMSELVES APART FROM THE COMPETITION WHEN GRADUATION DAY FINALLY ARRIVES. 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 54 0 35 1 0 0 0 0 1 1 0 X 64 64 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 1 1 X JOORI JEON 2022893100 1250 I STREET NW 1100 WASHINGTON DC 20005 JOHN FITZPATRICK CHAIR OF THE BOARD 1.00 X X 0 0 0 JIM ABRAHAMSON VICE CHAIR 1.00 2.00 X X 0 0 0 MARK CARRIER SECRETARY/TREASURER 1.00 X X 0 0 0 MINAZ ABJI DIRECTOR 1.00 2.00 X 0 0 0 ROBERT ALTER DIRECTOR 1.00 X 0 0 0 LEA ANN KISH DIRECTOR 1.00 X 0 0 0 JOHN BELDEN DIRECTOR 1.00 X 0 0 0 ROSS BIERKAN DIRECTOR 1.00 X 0 0 0 JON BORTZ DIRECTOR 1.00 X 0 0 0 JEFFREY BROWN DIRECTOR 1.00 X 0 0 0 KATHRYN BURTON CHA DIRECTOR 1.00 X 0 0 0 JOHN CAPARELLA DIRECTOR 1.00 X 0 0 0 GERRY CHASE DIRECTOR 1.00 X 0 0 0 PATTI COLLEY IOM CMP DIRECTOR 1.00 X 0 0 0 TOM CORCORAN DIRECTOR 1.00 X 0 0 0 RUSS COX DIRECTOR 1.00 X 0 0 0 KEN CRUSE DIRECTOR 1.00 X 0 0 0 VIJAY DANDAPANI CHAE DIRECTOR 1.00 X 0 0 0 BILL DEFORREST DIRECTOR 1.00 X 0 0 0 MIKE DEITEMEYER DIRECTOR 1.00 X 0 0 0 MICHAEL DEPATIE DIRECTOR 1.00 X 0 0 0 PREM DEVADAS DIRECTOR 1.00 X 0 0 0 LYNNE DOUGHERTY DIRECTOR 1.00 X 0 0 0 DOUG DREHER CHA DIRECTOR 1.00 X 0 0 0 JOEL EISEMANN DIRECTOR 1.00 X 0 0 0 DAVID GRISSEN DIRECTOR 1.00 X 0 0 0 TERRI HAACK DIRECTOR 1.00 X 0 0 0 BOB HABEEB CHA DIRECTOR 1.00 X 0 0 0 DANIEL HANSEN DIRECTOR 1.00 X 0 0 0 JIM HOLTHOUSER DIRECTOR 1.00 X 0 0 0 RENA HOZORE REISS DIRECTOR 1.00 X 0 0 0 WALTER ISENBERG CHA DIRECTOR 1.00 X 0 0 0 JENIFER JACKSON CHA DIRECTOR 1.00 X 0 0 0 DAVE JOHNSON DIRECTOR 1.00 X 0 0 0 DEBBIE JOHNSON IOM CAE DIRECTOR 1.00 X 0 0 0 SCOTT JOSLOVE DIRECTOR 1.00 X 0 0 0 RICHARD KELLEHER DIRECTOR 1.00 X 0 0 0 PAUL KIRWIN DIRECTOR 1.00 2.00 X 0 0 0 JUSTIN KNIGHT DIRECTOR 1.00 X 0 0 0 ANGELO LOMBARDI DIRECTOR 1.00 X 0 0 0 GREGORY MARCUS DIRECTOR 1.00 X 0 0 0 JAMES MILES DIRECTOR 1.00 X 0 0 0 GREG MILLER CHA DIRECTOR 1.00 X 0 0 0 JOHN MURRAY DIRECTOR 1.00 X 0 0 0 KEITH OVERTON DIRECTOR 1.00 X 0 0 0 BIMAL PATEL DIRECTOR 1.00 X 0 0 0 BUGGSI PATEL DIRECTOR 1.00 X 0 0 0 PRATIK PATEL DIRECTOR 1.00 X 0 0 0 KEITH PIERCE CHA DIRECTOR 1.00 X 0 0 0 RON POHL CHA DIRECTOR 1.00 X 0 0 0 TRISHA PUGAL CAE DIRECTOR 1.00 X 0 0 0 DJ RAMA DIRECTOR 1.00 X 0 0 0 RICK RIESS DIRECTOR 1.00 X 0 0 0 JAVIER ROSENBERG DIRECTOR 1.00 X 0 0 0 JAMIE SABATIER DIRECTOR 1.00 X 0 0 0 PAUL SACCO DIRECTOR 1.00 X 0 0 0 BILL SIMPSON DIRECTOR 1.00 X 0 0 0 BOB SMITH DIRECTOR 1.00 X 0 0 0 JIM SPROUSE DIRECTOR 1.00 X 0 0 0 RICHARD TAKACH JR DIRECTOR 1.00 X 0 0 0 RON VLASIC CHA DIRECTOR 1.00 X 0 0 0 BARRY WALLACE DIRECTOR 1.00 X 0 0 0 PAUL WHETSELL DIRECTOR 1.00 X 0 0 0 ALFRED YOUNG JR DIRECTOR 1.00 X 0 0 0 PAM INMAN EXECUTIVE VICE PRESIDENT& COO (TO 8/14) 40.00 X 189516 0 19778 JOORI JEON EXECUTIVE VICE PRESIDENT & CFO 26.00 14.00 X 314680 0 36369 KATHERINE LUGAR PRESIDENT AND CHIEF EXECUTIVE OFFICER 26.00 14.00 X 664448 0 36685 SUSAN K MILES SENIOR VICE PRESIDENT, INDUSTRY RELATIONS 40.00 X 169470 0 19866 VANESSA G SINDERS SENIOR VICE PRESIDENT AND DEPARTMENT HEAD FOR GOVE 40.00 X 273164 0 27505 BRAD ALDRICH SENIOR VICE PRESIDENT 40.00 X 126549 0 18724 MARYAM KHAN COPE VICE PRESIDENT, GOVERNMENT & POLITICAL AFFAIRS 40.00 X 120538 0 12105 BRIAN CRAWFORD VICE PRESIDENT, GOVERNMENT & POLITICAL AFFAIRS 40.00 X 173144 0 7157 CRAIG KALKUT VICE PRESIDENT, GOVERNMENT & POLITICAL AFFAIRS 40.00 X 139131 0 12423 ROSANNA MAIETTA SENIOR VICEPRESIDENT OF MARKETING AND COMMUNICATIO 40.00 X 138612 0 2346 2309252 0 192958 13 0 1 0 OUTSOURCE PARTNERS 280 PARK AVENUE 38TH FLOOR NEW YOR NEW YORK NY 10017 ACCOUNTING/FINANCE 713472 HOLLAND & KNIGHT LLP PO BOX 864084 ORLANDO FL 328864084 LEGAL 288459 DDC ADVOCACY WESTLAKE POST OFFICE PO BOX 34456 WEST BETHESDA MD 20817 PUBLIC RELATIONS 281500 HUDSON CROSSING LLC PO BOX 541 SHERMAN CT 067841430 CONSULTING SERVICE 231600 FIERCE ISAKOWITZ AND BLALOCK 1155 F STREET NW SUITE 950 WASHINGTON DC 20004 CONSULTING SERVICE 166417 8 377043 377043 MEMBERSHIP DUES 900099 8073102 8073102 CONFERENCES 900099 2482378 2482378 GOVERNMENT AFFAIRS 900099 1295022 1295022 CONFERENCE SPONSORSHIPS 900099 406250 406250 12256752 99237 99237 199539 199539 349284 335908 13376 13376 13376 259222 225927 33295 33295 33295 12979242 11850502 0 751697 1615847 1751479 2036680 62207 258976 221494 80000 335587 59621 19146 367374 86932 369891 875885 240506 598433 2712 44319 48823 GOVERNMENT AFFAIRS 2536851 TEMP AGENCY 422391 SUBSCRIPTION AND DUES 72244 BANK FEES 44568 67521 12219487 316221 2314441 744339 996201 1121644 705446 78351 554955 1764662 1198712 77035 565950 3186979 3284479 26366 26366 364715 347905 5915650 8795743 781916 1914747 1266562 1982394 1524 0 398329 616954 2448331 4514095 X 3234429 4105227 232890 176421 3467319 4281648 5915650 8795743 759755 54574 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 8073102 2307593 -58645 2248948 3229242 -980294 871951 830458 41493 892711 368254 524457 565950 DEFERRED RENT CREDIT 503696 DUE TO AFFILIATED ASSOCIATIONS 113258 616954 X PART X, LINE 2: AH&LA IS EXEMPT FROM THE PAYMENT OF INCOME TAXES ON ITS EXEMPT ACTIVITIES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. THE AMERICAN HOTEL ASSOCIATION DIRECTORY CORPORATION IS A FOR-PROFIT CORPORATION SUBJECT TO FEDERAL AND STATE INCOME TAX. AH&LA EVALUATED ITS TAX POSITION AND DETERMINED THAT ITS POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON EXAMINATION. AH&LA'S 2011 THROUGH 2013 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS. 1 AMERICAN HOTEL & LODGING EDUCATIONAL FOUNDATION 1250 I STREET NW SUITE 1100 WASHINGTON DC 20005 136095316 501(C)(3) 778917 N/A N/A SCHOLARSHIP/RESEARCH CONTRIBUTION EDUCATIONAL INSTITUTE OF THE AMERICAN HOTEL & LODGING ASSOCIATION 800 N MAGNOLIA AVE SUITE 300 ORLANDO FL 32803 381557821 501(C)(3) 778917 N/A N/A RESEARCH CONTRIBUTION REPUBLICAN GOVERNORS ASSOCIATION 1010 WISCONSIN AVENUE NW SUITE 570 WASHINGTON DC 20007 113655877 527 15000 N/A N/A PROVIDED AH&LA WITH ACCESS TO REPUBLICAN GOVERNORS. 2 1 PART I, LINE 2: THE ORGANIZATION'S CFO IS ALSO PRESIDENT OF AH&LEF AND CFO OF AH&LEI AND THEREFORE IS ABLE TO MONITOR HOW AND WHERE SUCH GRANTS ARE DISBURSED THROUGH EACH OF THE RELATED ORGANIZATIONS' PROGRAMS. EACH OF THE RECIPIENT ORGANIZATIONS BUDGET THE AH&LA GRANT FUNDING WHICH DETAILS HOW THE FUNDS ARE TO BE USED. X X 1 1 X X X 1 0 0 PAM INMAN EXECUTIVE VICE PRESIDENT& COO (TO 8/ 186884 0 1000 0 1632 0 11313 0 8465 0 209294 0 209295 0 JOORI JEON EXECUTIVE VICE PRESIDENT & CFO 312919 0 1500 0 261 0 15600 0 20769 0 351049 0 351048 0 KATHERINE LUGAR PRESIDENT AND CHIEF EXECUTIVE OFFICE 545192 0 116667 0 2589 0 15600 0 21085 0 701133 0 701133 0 SUSAN K MILES SENIOR VICE PRESIDENT, INDUSTRY RELA 169202 0 0 0 268 0 8769 0 11097 0 189336 0 189335 0 VANESSA G SINDERS SENIOR VICE PRESIDENT AND DEPARTMENT 252589 0 0 0 20575 0 11584 0 15921 0 300669 0 300669 0 BRIAN CRAWFORD VICE PRESIDENT, GOVERNMENT & POLITIC 172909 0 0 0 235 0 2960 0 4197 0 180301 0 180301 0 CRAIG KALKUT VICE PRESIDENT, GOVERNMENT & POLITIC 139131 0 0 0 0 0 1674 0 10749 0 151554 0 151554 0 PART I, LINE 1A HEALTH OR SOCIAL CLUB DUES: KATHERINE LUGAR - $2,180 - INCLUDED IN TAXABLE INCOME TRAVEL FOR COMPANIONS: KATHERINE LUGAR - $159 - INCLUDED IN TAXABLE INCOME PART I, LINE 4A LISA GREENHAUS SEVERANCE 45,236 KEVIN L. MAHER SEVERANCE 49,123 SHAWN MCBURNEY SEVERANCE 59,506 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE OF THE BOARD IS COMPOSED OF 11 INDIVIDUALS WHICH INCLUDES FOUR CURRENT ELECTED OFFICERS, PRESIDENT OF THE ASSOCIATION, ONE REPRESENTATIVE FROM THE PROPERTIES, ALLIED, AND HOTEL COMPANIES MEMBERS, TWO REPRESENTATIVES FROM THE PARTNER STATE LODGING ASSOCIATIONS, AND ONE REPRESENTATIVE FROM THE AUDIT COMMITTEE. THE EXECUTIVE COMMITTEE SHALL CONDUCT THE NECESSARY BUSINESS OF THE ORGANIZATION BETWEEN MEETINGS OF THE BOARD OF DIRECTORS INCLUDING REGULAR OVERSIGHT OF ALL THE ORGANIZATIONS ENTITIES. ALL ACTIONS OF THE EXECUTIVE COMMITTEE MUST BE REVIEWED AND RATIFIED BY THE BOARD BY THE NEXT MEETING. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBER TYPES OF THE ASSOCIATION INCLUDE PARTNER STATE, PROPERTY OWNER, CORPORATE/MULTI-UNIT OWNER, INTERNATIONAL, FACULTY, STUDENT, ALLIED, AND UNDER 30 GATEWAY MEMBERS. HOTELS, HOTEL COMPANIES, ALLIED COMPANIES AND INDIVIDUALS CAN BE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER OF THE ASSOCIATION HAS A VOICE IN THE GOVERNANCE OF THE ORGANIZATION BY VIRTUE OF BEING ENTITLED TO VOTE AT THE MEETINGS OF THE MEMBERS. MEMBERS GENERALLY VOTE ON OFFICERS, BOARD MEMBERS AND BYLAW CHANGES. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF DIRECTORS DELEGATED THE REVIEW OF FORM 990 TO THE AUDIT AND CERTIFICATION & CREDENTIALS COMMITTEE (ACC) BEFORE FILING. A DRAFT OF FORM 990 IS POSTED ON A SECURED WEBSITE MADE AVAILABLE TO THE ACC FOR REVIEW. THE ACC REVIEWS THE ENTIRE RETURN AND DIRECTS ANY QUESTIONS TO THE CFO OF THE ASSOCIATION. QUESTIONS ARE COMMUNICATED TO THE CFO OF THE ASSOCIATION THAT MAY LEAD TO REVISIONS TO THE RETURN BEFORE IT IS FINALIZED AND FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS ALL EMPLOYEES ARE GIVEN THE CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO SIGN THE ACKNOWLEDGEMENT FORM INDICATING THAT THEY HAVE READ AND UNDERSTAND THE POLICY AND GUIDELINES. ADDITIONALLY, THE POLICY IS IN THE EMPLOYEE HANDBOOK THAT THEY, ON AN ANNUAL BASIS, MUST REVIEW AND SIGN. SHOULD A CONFLICT OF INTEREST BE BROUGHT TO THE ASSOCIATION'S ATTENTION, ALL LEGAL GUIDELINES WILL BE FOLLOWED ACCORDING TO THE POLICY SET FORTH IN THE EMPLOYEE HANDBOOK. BOARD MEMBERS ARE REQUIRED TO SIGN ACKNOWLEDGEMENT OF THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. THIS PROCESS INCLUDES REVIEWING AND COMPLETING A DISCLOSURE STATEMENT. ADDITIONALLY, THE DUTY TO DISCLOSE CONFLICTS OF INTEREST IS AN ONGOING ONE, AND ANY NEW INFORMATION SHOULD BE REPORTED PROMPTLY TO THE PRESIDENT/CEO AND/OR THE BOARD OF DIRECTORS AND DISCUSSED WITH AH&LA LEGAL COUNSEL. THE POLICY IS ALSO INCLUDED IN THE BOARD AGENDA ALONG WITH THE ANTI-TRUST LAW AS A REMINDER OF THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 A COMMITTEE MADE UP OF THE CHAIR, VICE CHAIR, IMMEDIATE PAST CHAIR, AND TREASURER/SECRETARY OF AH&LA REVIEWS THE "ASSOCIATION EXECUTIVE COMPENSATION & BENEFITS STUDY" PUBLISHED BY THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES. THIS STUDY EXAMINES THE SALARIES AND EMPLOYMENT BENEFITS OF CHIEF EXECUTIVE OFFICERS ON NON-PROFIT ORGANIZATIONS, AS WELL AS OTHER KEY POSITIONS. THE STUDY IS BROKEN DOWN INTO GEOGRAPHIC LOCATION OF NON-PROFIT ORGANIZATIONS AND BUDGET SIZE. THE COMPENSATION AND BENEFITS OF THE PRESIDENT & CEO ARE MEASURED AGAINST THE RESULTS OF THE STUDY. ADDITIONALLY, THE BOARD OF DIRECTORS GIVES ITS FINAL APPROVAL IN HIRING THE PRESIDENT & CEO AND DETERMINES HIS/HER COMPENSATION. WITH RESPECT TO THE OTHER OFFICERS OF AH&LA, THE PRESIDENT & CEO SETS THE COMPENSATION FOR THESE POSITIONS. THE OTHER OFFICERS OF AH&LA RECEIVE THE SAME BENEFITS AS THE ENTIRE STAFF. THIS PROCESS WAS LAST COMPLETED IN 2014. FORM 990, PART VI, SECTION C, LINE 19 THE AMERICAN HOTEL & LODGING ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. 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