2011-10-17T13:07:46-05:00 2010-12-31 DIXON HUGHES GOODMAN LLP 1430 SPRING HILL ROAD STE 300 MCLEAN VA 221023018 990 2010-01-01 131085700 NATIONAL ELECTRICAL MANUFACTURERS ASSOCIATION NATI 7038413200 1300 NORTH 17TH ST NO 1752 ROSSLYN VA 22209 EVAN R GADDIS 7038413200 2011-10-17 1 CHARLES DIETZ III CPA 7039700400 2010 2016-03-07 17:11:31Z NEMA EVAN R GADDIS 1300 NORTH 17TH ST NO 1752 ROSSLYN VA 22209 26164973 0 X WWW.NEMA.ORG X 1987 DE NEMA PROMOTES THE COMPETITIVENESS OF THE U.S. ELECTRICAL (CONTINUED - SEE SCHEDULE O) PRODUCT AND THE MEDICAL IMAGING, RADIATION THERAPY AND RADIOPHARMACEUTICAL INDUSTRIES THROUGH THE DEVELOPMENT OF STANDARDS, ADVOCACY IN FEDERAL AND STATE LEGISLATURES AND EXECUTIVE AGENCIES, AND THE COLLECTION AND ANALYSIS OF ECONOMIC DATA. 30 30 136 0 78282 41722 390891 734296 22762207 20418006 -1067668 28513 1327803 1280960 23413233 22461775 0 0 0 0 10043933 10699133 0 0 0 14050676 10985821 24094609 21684954 -681376 776821 10657948 11409088 7535548 6908406 3122400 4500682 X TO INCREASE THE AMOUNT AND IMPROVE THE QUALITY OF ELECTRICAL SERVICE TO THE PUBLIC, TO PROMOTE THE STANDARDIZATION OF ELECTRICAL, MEDICAL IMAGING, RADIATION THERAPY AND RADIOPHARMACEUTICAL PRODUCTS, TO COLLECT INFORMATION RELATING TO THE INDUSTRIES AND TO DISSEMINATE SUCH INFORMATION TO THE MEMBERS OF THE ASSOCIATION AND TO THE PUBLIC, TO APPEAR FOR THE MEMBERS OF THE ASSOCIATION BEFORE, AND TO COOPERATE WITH, GOVERNMENTAL DEPARTMENTS AND AGENCIES IN REGARD TO MATTERS AFFECTING THE INDUSTRIES, AND TO PROMOTE A SPIRIT OF COOPERATION AMONG THE MEMBERS OF THE ASSOCIATION IN THE ATTAINMENT OF IMPROVED PRODUCT, ENLARGED DISTRIBUTION, AND INCREASED EFFICIENCY OF THE USE OF ELECTRICAL, MEDICAL IMAGING, RADIATION THERAPY AND RADIOPHARMACEUTICAL PRODUCTS. 0 0 DIVISION OPERATIONS - SERVES OVER 400 MEMBER COMPANIES, EACH OF WHICH MANUFACTURES ONE OR MORE PRODUCTS WITHIN THE ASSOCIATION'S SCOPE (APPROXIMATELY 50 DIFFERENT CATEGORIES). ACTIVITIES INCLUDE DEVELOPMENT AND PROMOTION OF VOLUNTARY PRODUCT STANDARDS, SURVEYS AND REPORTS, EDUCATIONAL PROGRAMS AND SEMINARS, INTERNATIONAL TRADE MATTERS AND PRODUCT SAFETY. ENGINEERING AND STANDARDS - PROVIDES TECHNICAL COORDINATION AND GUIDELINES TO ASSOCIATION MEMBERS AND STAFF ON STANDARDS, LEGISLATION AND REGULATIONS. DEVELOPS AND PUBLISHES NEMA STANDARDS. ENSURES PROPOSED STANDARDS DO NOT CONFLICT WITH EXISTING NATIONAL AND INTERNATIONAL STANDARDS. CONDUCTS ENGINEERING FIELD PROGRAMS TO PROVIDE FEEDBACK TO MEMBERS ON LOCAL ISSUES. STATISTICAL AND MANAGEMENT SERVICES - (EXCLUDES ACCOUNTING) ON BEHALF OF MEMBERS OPERATES A CENTRAL AGENCY FOR GATHERING, COMPILING, ANALYZING AND DISSEMINATING STATISTICAL DATA ABOUT ELECTRICAL PRODUCTS AND MEDICAL IMAGING, RADIATION THERAPY AND RADIOPHARMACEUTICAL INDUSTRIES. PUBLIC AFFAIRS - LEGAL ACTIVITIES INCLUDE GOVERNMENT RELATIONS, PUBLIC RELATIONS, ENERGY POLICY AND PROGRAMS AND ELECTRICAL INDUSTRY LIAISON AND COOPERATION. WORK WITH STAFF EXECUTIVES TO COORDINATE SPECIFIC GOVERNMENT AND PUBLIC RELATION NEEDS. PROVIDE IN HOUSE LEGAL ASSISTANCE ON CONTRACTS, CERTAIN LITIGATION AND REGULATIONS, ANALYSIS AND REVIEW. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 74 0 1 136 1 1 1 0 0 0 0 0 X 30 30 0 0 0 0 1 1 1 1 1 0 0 1 1 0 1 1 1 1 1 0 X THE ASSOCIATION 7038413200 1300 N 17TH STREET ROSSLYN VA 22209 CHARLIE F JERABEK 5.00 X X 0 0 0 DAVID J FITZGIBBON 5.00 X X 0 0 0 DOMINIC J PILEGGI 5.00 X X 0 0 0 MICHAEL B PETRAS JR 5.00 X X 0 0 0 STUART W THORN 5.00 X X 0 0 0 CRAIG W ASHMORE 1.00 X 0 0 0 WILLIAM J BOEHM 1.00 X 0 0 0 RICHARD W COUCH JR 1.00 X 0 0 0 THEODORE D CRANDALL 1.00 X 0 0 0 CHRISTOPHER B CURTIS 1.00 X 0 0 0 KAJ R DEN DAAS 1.00 X 0 0 0 DARYL D DULANEY 1.00 X 0 0 0 JOHN W ESTEY 1.00 X 0 0 0 THOMAS S GROSS 1.00 X 0 0 0 KIRK S HACHIGIAN 1.00 X 0 0 0 DONALD J HENDLER 1.00 X 0 0 0 GREGORY B KENNY 1.00 X 0 0 0 HENRY W KNUEPPEL 1.00 X 0 0 0 JOHN E LONGENDERFER 1.00 X 0 0 0 PETER MCILROY II 1.00 X 0 0 0 VERNON J NAGEL 1.00 X 0 0 0 TIMOTHY H POWERS 1.00 X 0 0 0 ENRIQUE O SANTACANA 1.00 X 0 0 0 JOHN P SELLDORFF 1.00 X 0 0 0 D BRENT SHAFER 1.00 X 0 0 0 JOHN M STROPKI 1.00 X 0 0 0 MALCOLM UNSWORTH 1.00 X 0 0 0 R CHARLES VERMERRIS 1.00 X 0 0 0 EVAN R GADDIS 40.00 X 606290 0 43286 CLARK SILCOX 40.00 X 243495 0 80163 STEPHEN GOLD 40.00 X 212186 0 47596 THOMAS HIXON 40.00 X 217404 0 83193 KYLE PITSOR 40.00 X 239629 0 46757 AL SCOLNIK 40.00 X 231232 0 62204 DON LEAVENS 40.00 X 223953 0 60555 DAVID FISHER 40.00 X 207681 0 15490 RIC TALLEY 40.00 X 140343 0 11515 BRUCE SCHOPP 40.00 X 128732 0 29878 EUGENE ECKHART 40.00 X 128693 0 34680 MARK KOHORST 40.00 X 127361 0 14644 VINCENT BACKLAWSKI 40.00 X 119254 0 24116 2826253 0 554077 13 0 1 0 POWELL TATE 700 THIRTEENTH STREET NW WASHINGTON DC 20005 PROFESSIONAL SERVICES 526809 ALSTON & BIRD LLP 950 F STREET NW WASHINGTON DC 20004 PROFESSIONAL SERVICES 440000 AVENUE SOLUTIONS 900 7TH STREET NW SUITE 750 WASHINGTON DC 20001 PROFESSIONAL SERVICES 300000 KOUTOUPES CONSULTING LLC 1341 G STREET NW SUITE 1100 WASHINGTON DC 20005 CONSULTING SERVICES 275000 KELLY DRYE & WARREN LLP 3050 K STREET NW SUITE 400 WASHINGTON DC 20007 PROFESSIONAL SERVICES 250142 9 734296 734296 MEMBERSHIP DUES 900099 13035969 13035969 SPECIAL ASSESSMENTS 900099 6460720 6460720 CONTRACT REVENUE 900099 703306 703306 MEETINGS 900099 208012 208012 ADVERTISING 541800 9999 9999 20418006 182648 182648 1115055 1115055 3549063 3703198 -154135 -154135 -154135 MISCELLANEOUS 900099 97622 97622 ADVERTISING 541800 68283 68283 165905 22461775 20045860 78282 1603337 2382041 6186367 833728 759558 537439 148497 35084 5017938 9489 142382 19582 20000 810272 882712 714589 130653 122858 SPECIAL PROJECTS 1473384 SUPPLEMENTAL ACTIVITY 473182 SPONSORSHIP 305735 GRANT EXPENSES 135997 FIELD REP EXPENSES 128154 415313 21684954 1701426 2479635 26177 75941 1318493 1086094 197773 291441 2538238 2087042 536092 451196 5793989 5881643 270790 318540 813208 824598 10657948 11409088 1961575 2358434 4209465 3369724 1364508 1180248 7535548 6908406 X 3122400 4500682 3122400 4500682 10657948 11409088 X 776821 601461 X X 0 1 1 X 1 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED NEMAPAC 1300 NORTH 17TH ST SUITE 1752 ROSSLYN VA 22209 14150 0 0 0 18367368 3150829 3150829 2957146 193683 665919 365304 300615 550282 499623 50659 1322037 1222115 99922 451196 A/R - SPLIT DOLLAR LIFE INSURANCE 740500 SECURITY DEPOSITS - VARIOUS 19463 SECURITY DEPOSITS - RENT 64635 824598 POST RETIREMENT BENEFITS 814221 DEFERRED RENT 366027 1180248 22461775 21684954 776821 456588 144873 601461 1378282 23063236 456588 144873 601461 22461775 0 22461775 21684954 0 21684954 0 21684954 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: NEMA IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE (IRC). UNDER THE IRC, ADVERTISING REVENUE EARNED, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO UNRELATED BUSINESS INCOME TAX. THERE IS NO MATERIAL NET UNRELATED BUSINESS INCOME TAX LIABILITY FOR 2010 AND 2009. NEMA FOLLOWS ACCOUNTING STANDARDS FOR DEALING WITH UNCERTAINTY IN ACCOUNTING FOR INCOME TAX PROVISIONS. FOR THE PERIOD FROM NEMA'S INCEPTION TO DECEMBER 31, 2010, NO UNRECOGNIZED TAX PROVISIONS OR BENEFIT EXISTS. YEARS ENDING ON OR AFTER DECEMBER 31, 2007 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. PART XII, LINE 2D: GAIN IN POST RETIREMENT BENEFITS. CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES WORKED WITH VARIOUS STAKEHOLDERS TO DEVELOP ELECTRICAL PRODUCT STANDARDS, ORGANIZED AND CONDUCTED SEMINARS ON A VARIETY OF DIFFERENT SUBJECTS, AND WORKED WITH INDUSTRY PROFESSIONALS IN THE RESPECTIVE COUNTRIES ON EMERGING PRODUCT TESTING AND CERTIFICATION POLICIES AND PRACTICES. 79000 EAST ASIA AND THE PACIFIC 1 2 PROGRAM SERVICES WORKED WITH VARIOUS STAKEHOLDERS TO DEVELOP ELECTRICAL PRODUCT STANDARDS, ORGANIZED AND CONDUCTED SEMINARS ON A VARIETY OF DIFFERENT SUBJECTS, AND WORKED WITH INDUSTRY PROFESSIONALS IN THE RESPECTIVE COUNTRIES ON EMERGING PRODUCT TESTING AND CERTIFICATION POLICIES AND PRACTICES. 218622 NORTH AMERICA 1 2 PROGRAM SERVICES WORKED WITH VARIOUS STAKEHOLDERS TO DEVELOP ELECTRICAL PRODUCT STANDARDS, ORGANIZED AND CONDUCTED SEMINARS ON A VARIETY OF DIFFERENT SUBJECTS, AND WORKED WITH INDUSTRY PROFESSIONALS IN THE RESPECTIVE COUNTRIES ON EMERGING PRODUCT TESTING AND CERTIFICATION POLICIES AND PRACTICES. 150193 4 0 4 447815 0 447815 0 0 0 0 0 0 X X 1 1 X X X X X X 0 0 0 EVAN R GADDIS 366741 0 165000 0 74549 0 20825 0 22461 0 649576 0 637398 0 CLARK SILCOX 172094 0 46002 0 25399 0 55611 0 24552 0 323658 0 285746 0 STEPHEN GOLD 156134 0 44719 0 11333 0 17094 0 30502 0 259782 0 254935 0 THOMAS HIXON 144601 0 47899 0 24904 0 51598 0 31595 0 300597 0 290400 0 KYLE PITSOR 148160 0 52382 0 39087 0 35861 0 10896 0 286386 0 268825 0 AL SCOLNIK 154500 0 56054 0 20678 0 39133 0 23071 0 293436 0 269609 0 DON LEAVENS 140644 0 49549 0 33760 0 46769 0 13786 0 284508 0 265519 0 DAVID FISHER 189005 0 2000 0 16676 0 14500 0 990 0 223171 0 0 0 RIC TALLEY 133350 0 2000 0 4993 0 9399 0 2116 0 151858 0 206417 0 BRUCE SCHOPP 119244 0 0 0 9488 0 17922 0 11956 0 158610 0 152835 0 EUGENE ECKHART 112165 0 2000 0 14528 0 17722 0 16958 0 163373 0 156865 0 FORM 990, PART VI, SECTION A, LINE 6 CORPORATIONS, FIRMS, AND INDIVIDUALS ACTIVELY ENGAGED IN THE MANUFACTURING INDUSTRY IN THE UNITED STATES, CANADA, OR MEXICO, FOR SALE IN THE OPEN MARKET, OF ANY ELECTRICAL, RADIATION THERAPY AND RADIOPHARMACEUTICAL PRODUCTS WITHIN THE PRODUCT SCOPE OF ONE OR MORE DIVISIONS OF THE ASSOCIATION SHALL BE ELIGIBLE FOR MEMBERSHIP IN THE ASSOCIATION AND SHALL BE ADMITTED TO MEMBERSHIP UNDER SUCH TERMS AND CONDITIONS AS MAY BE PRESCRIBED IN THE BYLAWS. EACH MEMBER SHALL DESIGNATE ONE OF MORE OF ITS REPRESENTATIVES AS ITS VOTING REPRESENTATIVE IN THE ASSOCIATION WITH POWER TO VOTE UPON ALL MATTERS PRESENTED TO THE MEMBERSHIP OF THE ASSOCIATION. IN NO CASE SHALL ANY MEMBER HAVE MORE THAN ONE VOTE. THE ASSOCIATION MAY BE DIVIDED BY THE BOARD OF GOVERNORS INTO SUCH PRODUCT GROUPS AS MAY BE APPROPRIATE TO CARRY OUT THE OBJECTIVES OF THE ASSOCIATION. THE BOARD OF GOVERNORS OF THE ASSOCIATION SHALL DEFINE THE PRODUCT SCOPE OF EACH PRODUCT GROUP AND MAY AUTHORIZE, COMBINE, DIVIDE, OR DISCONTINUE PRODUCT GROUP IN ITS DISCRETION. EACH MEMBER SHALL DESIGNATE ONE OR MORE OF ITS REPRESENTATIVES AS ITS VOTING REPRESENTATIVE IN EACH PRODUCT GROUP WITH WHICH IT IS AFFILIATED, WITH POWER TO VOTE UPON ALL MATTERS PRESENTED TO THE MEMBERSHIP THEREOF. FORM 990, PART VI, SECTION A, LINE 7A REGULAR MEMBERS HAVE VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS APPROVE THE ANNUAL BUDGET. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WILL BE AVAILABLE FOR REVIEW AT THE JULY BOARD OF GOVERNORS MEETING. FORM 990, PART VI, SECTION B, LINE 12C NEMA HAS AN INTERNAL PROCESS FOR REVIEWING AND APPROVING ALL CONTRACTS. ALL CONTRACTS MUST BE REVIEWED AND APPROVED BY NEMA'S GENERAL COUNSEL BEFORE SIGNATURE, AND FOR CONTRACTS THAT HAVE RISK VALUE TO NEMA ABOVE $10,000, THEY MUST BE REVIEWED AND APPROVED BY NEMA'S PRESIDENT AS WELL AND SIGNED BY NEMA'S PRESIDENT. NEMA ALSO HAS AN INTERNAL PROCESS FOR SUBMITTAL OF CHECK REQUESTS AND PAYMENT OF INVOICES. CHECK REQUESTS THAT ARE CONSIDERATION FOR A WRITTEN CONTRACTUAL OBLIGATION ARE SUBMITTED BY STAFF TO THEIR DEPARTMENT VICE-PRESIDENT, TO NEMA COUNSEL, NEMA VICE-PRESIDENT OF FINANCE AND THEN TO THE PRESIDENT FOR APPROVAL. CHECK REQUESTS THAT ARE FOR NORMAL OPERATIONS DUE TO ONGOING BUSINESS RELATIONSHIPS, ARE SUBMITTED THROUGH THE DEPARTMENT HEAD FOR APPROVAL AND THEN TO THE NEMA PRESIDENT AND VICE-PRESIDENT OF FINANCE. THROUGH THIS PROCESS, NEMA MONITORS FOR CONFLICTS OF INTEREST IN ITS BUSINESS RELATIONSHIPS ON A REGULAR BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT AND TOP MANAGEMENT'S COMPENSATION IS REVIEWED AND APPROVED BY NEMA'S COMPENSATION COMMITTEE AND EXECUTIVE COMMITTEE. THE COMPENSATION IS BENCHMARKED AGAINST THAT OF OTHER SIMILAR ORGANIZATIONS BY WAY OF SURVEYS AND COMPENSATION CONSULTANTS. FORM 990, PART VI, SECTION C, LINE 19 NEMA'S BYLAWS ARE AVAILABLE TO THE PUBLIC BY WAY OF THE NEMA WEBSITE. THE CONFLICT OF INTEREST POLICY IS NOT MADE AVAILABLE TO THE PUBLIC. THE FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 456,588. GAIN IN POST RETIREMENT BENEFITS 144,873. TOTAL TO FORM 990, PART XI, LINE 5: 601,461. FORM 990, PART XII, LINE 2C: NEMA'S AUDIT COMMITTEE IS RESPONSIBLE FOR SELECTING THE INDEPENDENT AUDIT FIRM. ADDITIONALLY, THE AUDIT COMMITTEE OVERSEES THE AUDIT PROCESS THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR. NATIONAL ELECTRICAL MANUFACTURERS ASSOCIATION POLITICAL ACTION COMMITTEE 1300 NORTH 17TH ST ROSSLYN VA 22209 POLITICAL CAMPAIGN CONTRIBUTIONS VA 527 NEMA 0 INDUSTRY DATA EXCHANGE ASSOCIATION 2461 SOUTH CLARK ST SUITE 450 ARLINGTON VA 22202 PROVIDING PRODUCTS AND SERVICES RELATED TO E.D.E. DE NEMA AND NATIONAL ASSN OF ELECTRICAL DISTRIBUTORS C 47750 1671083 0.50000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 INDUSTRY DATA EXCHANGE ASSOCIATION INC P 2146123 ACCOUNTING RECORDS