2024-10-09T14:10:25-05:00 2023-11-30 440160260 FORVIS MAZARS LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2022-12-01 521600093 STEEL MANUFACTURERS ASSOCIATION STEE 2022961515 1150 CONNECTICUT AVE NW 1125 WASHINGTON DC 20036 PHILIP K BELL PRESIDENT 2022961515 2024-09-12 1 0 LAKRISHA J CASTLEBERRY P01677333 8282542254 2024-09-12 2022 2024-10-15 13:58:12Z PHILIP K BELL 1150 CONNECTICUT AVE NW 1125 WASHINGTON DC 20036 2209245 0 X WWW.STEELNET.ORG X 1988 DE THE SMA HAS THREE MAIN FUNCTIONS: TO PROVIDE A FORUM FOR THE EXCHANGE OF INFORMATION ON TECHNICAL MATTERS AMONG MEMBER COMPANIES; TO DEVELOP AND SUPPORT PUBLIC POLICY POSITION CONSISTENT WITH THE INTERESTS OF ITS MEMBERS; SMA SERVES AS A SOURCE OF INFORMATION ON THE STEEL INDUSTRY TO SUPPLIERS, CUSTOMERS, AND VARIOUS GOVERNMENTAL ENTITIES. 25 25 4 0 0 0 0 0 2202644 2159063 11019 50182 0 0 2213663 2209245 0 0 0 0 1049726 1401800 0 0 0 893254 1196007 1942980 2597807 270683 -388562 2916076 2944912 1323306 1740704 1592770 1204208 X TO PROVIDE A FORUM FOR THE EXCHANGE OF INFORMATION ON TECHNICAL MATTERS AMONG MEMBER COMPANIES; TO DEVELOP AND SUPPORT PUBLIC POLICY POSITION CONSISTENT WITH THE INTERESTS OF ITS MEMBERS; SMA SERVES AS A SOURCE OF INFORMATION ON THE STEEL INDUSTRY TO SUPPLIERS, CUSTOMERS, AND VARIOUS GOVERNMENTAL ENTITIES. 0 0 THE ASSOCIATION PROVIDES A FORUM FOR THE EXCHANGE OF TECHNICAL AND OPERATIONS INFORMATION AMONG MEMBER COMPANIES. THE ASSOCIATION ASSISTS IN THE DEVELOPMENT OF PUBLIC POLICY POSITIONS CONSISTENT WITH THE INTERESTS OF ITS MEMBERS. THE ASSOCIATION SERVES AS A SOURCE OF INFORMATION ON THE STEEL INDUSTRY TO THE PUBLIC AND PRIVATE SECTORS. THE ASSOCIATION USES FOUR COMMITTEES TO ADDRESS SPECIFIC ISSUES OF IMPORTANCE TO ITS MEMBERS. THESE COMMITTEES CONSIST OF A PLANT OPERATIONS DIVISION COMMITTEE, AN ENVIRONMENTAL COMMITTEE, A HUMAN RESOURCES COMMITTEE AND A SAFETY COMMITTEE. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 4 1 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 1 1 1 1 1 0 0 0 0 0 0 1 0 0 X THE ORGANIZATION 2022961515 1150 CONNECTICUT AVE NW 1125 WASHINGTON DC 20036 TY GARRISON CHAIR 1.00 X X 0 0 0 JAMES HRUSOVSKY TREASURER 1.00 X X 0 0 0 MARK MILLETT IMMEDIATE PAST CHAIR 0.50 X X 0 0 0 TOMMY OKADA DIRECTOR 0.50 X 0 0 0 LENORE TRAMMELL DIRECTOR 0.50 X 0 0 0 JONAS ALLEN DIRECTOR 0.50 X 0 0 0 MATT RUCKWARDT DIRECTOR 0.50 X 0 0 0 TOM MARRY DIRECTOR 0.50 X 0 0 0 BRAD CORRAL DIRECTOR 0.50 X 0 0 0 SKIP HERALD DIRECTOR 0.50 X 0 0 0 CHIA YUAN WANG DIRECTOR 0.50 X 0 0 0 DAVID SCHULTZ DIRECTOR 0.50 X 0 0 0 TIM DILLON DIRECTOR 0.50 X 0 0 0 JIM GRASSO DIRECTOR 0.50 X 0 0 0 CRAIG MOORE DIRECTOR 0.50 X 0 0 0 CONRAD WINKLER DIRECTOR 0.50 X 0 0 0 GREG MURPHY DIRECTOR 0.50 X 0 0 0 LUIS BARRENECHEA DIRECTOR 0.50 X 0 0 0 CHUCK SCHMITT DIRECTOR 0.50 X 0 0 0 KEVIN MULLEN DIRECTOR 0.50 X 0 0 0 SEAN CLAWGES DIRECTOR 0.50 X 0 0 0 LUCA ZANOTTI DIRECTOR 0.50 X 0 0 0 MICHAEL WILLIAMS DIRECTOR 0.50 X 0 0 0 ERIC SHUSTER DIRECTOR 0.50 X 0 0 0 LUIS GARCIA DIRECTOR 0.50 X 0 0 0 PHILIP K BELL PRESIDENT 50.00 X 524711 0 52941 ERIC J STUART VP, ENERGY & ENVIRONMENT 40.00 X 202705 0 38314 PATRICK CAVANAGH DIRECTOR OF GOVERNMENT AFFAIRS 40.00 X 153575 0 14356 880991 0 105611 3 0 1 0 KELLEY DRYE AND WARREN LLP 3 WORLD TRADE CENTER 175 GREENWICH NEW YORK NY 10007 LEGAL SERVICES 665912 1 SERVICE FEES 900099 859358 859358 MEMBERSHIP DUES & ASSE 900099 707800 707800 MEETINGS 900099 302364 302364 ELVS PROGRAM 900099 148084 148084 ENERGY & ENVIRONMENTAL 900099 141457 141457 2159063 50182 50182 2209245 2159063 0 50182 X 1052459 235925 9142 39864 64410 80773 309666 35839 32369 182375 95434 331790 6199 6430 CONFERENCE SPONSORSHIPS 54500 DUES, PUBLICATIONS, AND 43863 BANK FEES 10375 BAD DEBT EXPENSE 3394 3000 2597807 931357 256217 1400093 1250273 535449 420784 624447 22803 17693 63284 52258 13770 11026 12604 364472 2916076 2944912 499520 659798 9793 450 813993 1080456 1323306 1740704 X 1592770 1204208 1592770 1204208 2916076 2944912 -388562 0 X X 0 1 X 1 0 0 0 0 707800 49777 -149123 -99346 56624 -155970 4889 4037 852 58395 48221 10174 11026 DEPOSITS 12604 OPERATING LEASE RIGHT OF USE ASSET, NET 351868 364472 DUE TO ELVS PROGRAM 651268 OPERATING LEASE LIABILITY 429188 1080456 X 2209245 0 2209245 0 2209245 2597807 0 2597807 0 2597807 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. THE ADVERTISING INCOME DERIVED FROM THE PUBLICATION OF THE MEMBERSHIP DIRECTORY IS CONSIDERED UNRELATED BUSINESS INCOME. SINCE RELATED EXPENSES EXCEEDED THE INCOME, NO PROVISION FOR INCOME TAXES HAS BEEN ACCRUED. THE ASSOCIATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF NOVEMBER 30, 2023. 1 X X 0 0 0 PHILIP K BELL PRESIDENT 417468 0 107243 0 0 0 20788 0 32153 0 577652 0 0 0 ERIC J STUART VP, ENERGY & ENVIRONMENT 184375 0 18330 0 0 0 8108 0 30206 0 241019 0 0 0 PATRICK CAVANAGH DIRECTOR OF GOVERNMENT AFFAIRS 143375 0 10200 0 0 0 6103 0 8253 0 167931 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 ELIGIBILITY FOR MEMBERSHIP: 1) ANY FIRM, CORPORATION, OR OTHER ENTITY WHICH HAS BEEN ENGAGED ON A CONTINUING BASIS FOR A MINIMUM OF ONE YEAR IN THE "STEEL INDUSTRY" ITSELF OR AS SUCCESSOR TO THE OPERATIONS OF ANOTHER SUCH FIRM, CORPORATION OR OTHER ENTITY, WHOSE GENERAL COMMERCIAL STANDING QUALIFIES IN RESPECT TO OPERATING EXPERIENCE, SHALL BE ELIGIBLE TO BE A NORTH AMERICAN OR INTERNATIONAL "COMPANY MEMBER" OF THE ASSOCIATION. 2) ANY FIRM, CORPORATION, OR OTHER ENTITY WHICH HAS BEEN ENGAGED ON A CONTINUING BASIS FOR A MINIMUM OF ONE YEAR AS A SUPPLIER OF GOODS OR SERVICES TO/OR A CUSTOMER OF THE STEEL INDUSTRY SHALL BE ELIGIBLE TO BE AN ASSOCIATE COMPANY MEMBER OF THE ASSOCIATION. THE TERM "STEEL INDUSTRY" SHALL MEAN THE BUSINESS OF OPERATING A PLANT OR PLANTS FOR PRODUCING SLABS, BILLETS OR INGOTS FROM ELECTRIC OR OTHER FURNACE OPERATIONS AND/ OR THE MANUFACTURE OF STEEL MILL PRODUCTS. FORM 990, PART VI, SECTION A, LINE 7A THERE SHALL BE A BOARD OF DIRECTORS (BOARD), CONSISTING OF ONE MEMBER FROM EACH FIRM, CORPORATION, OR OTHER ENTITY HAVING NORTH AMERICAN COMPANY MEMBER STATUS IN THE ASSOCIATION. EACH NORTH AMERICAN COMPANY MEMBER SHALL DESIGNATE A PERSON TO SERVE AS A MEMBER OF THE BOARD AT THE ANNUAL MEETING OF THE BOARD/MEMBERSHIP. IN THE EVENT A NORTH AMERICAN COMPANY MEMBER SHALL FAIL TO DESIGNATE A MEMBER OF THE BOARD, THE BOARD MEMBER SERVING UPON DESIGNATION OF THE NORTH AMERICAN COMPANY SHALL CONTINUE IN OFFICE UNTIL HIS SUCCESSOR IS DULY DESIGNATED. BOARD MEMBERS' TERMS SHALL EXPIRE ON TERMINATION OF NORTH AMERICAN COMPANY MEMBER STATUS. CANDIDATES FOR THE OFFICES OF CHAIRMAN, FIRST VICE CHAIRMAN, SECOND VICE CHAIRMAN AND TREASURER SHALL BE NOMINATED BY THE NOMINATING COMMITTEE FROM AMONG THE ACCREDITED REPRESENTATIVES OF COMPANY MEMBERS. ADDITIONAL CANDIDATES MAY BE NOMINATED BY MEMBERS OF THE BOARD OF DIRECTORS AT THE TIME OF THE ELECTION. A BALLOT OF THE BOARD SHALL BE CONDUCTED AND THOSE CANDIDATES RECEIVING A PLURALITY OF VOTES OF THE BOARD MEMBERS PRESENT AND VOTING SHALL BE ELECTED TO THE RESPECTIVE OFFICES FOR A TERM OF TWO YEARS OR UNTIL THEIR SUCCESSORS ARE DULY ELECTED. FORM 990, PART VI, SECTION A, LINE 7B CLASSES OF MEMBERSHIP: THERE ARE THREE TYPES OF MEMBERSHIP TERMED "COMPANY MEMBER" A. NORTH AMERICAN - ANY COMPANY WHICH HAS AT LEAST ONE FACILITY WITHIN THE UNITED STATES, CANADA, OR MEXICO; B. INTERNATIONAL - ANY COMPANY WITH ALL OF ITS OPERATIONS OUTSIDE THE UNITED STATES, CANADA, AND MEXICO; C. ASSOCIATE - ANY COMPANY THAT SUPPLIES GOODS OR SERVICES TO THE STEEL INDUSTRY OR IS A CUSTOMER FOR THE PRODUCTS OF THE STEEL INDUSTRY. THE DIRECTORS MAY AT ANY TIME, BY UNANIMOUS VOTE, ELECT ANY PERSON AS AN "HONORARY MEMBER OR "HONORARY OFFICER", BUT SUCH HONORARY MEMBER OR OFFICER SHALL HAVE NO PRIVILEGE OF VOTE, CONTROL, OR EQUITY, IN THE ASSOCIATION. EACH NORTH AMERICAN COMPANY MEMBER SHALL DESIGNATE ONE OR MORE ACCREDITED REPRESENTATIVES AUTHORIZED TO CAST THE COMPANY MEMBER VOTE ON ALL MATTERS. EACH COMPANY MEMBER SHALL BE ENTITLED TO ONE VOTE EITHER IN PERSON OR BY PROXY ON MATTERS TO BE VOTED UPON BY THE MEMBERSHIP. ONLY DIRECTORS OF PAID-UP NORTH AMERICAN COMPANIES SHALL BE ENTITLED TO VOTE AT ANY MEETING OF THE ASSOCIATION. EACH NORTH AMERICAN COMPANY SHALL HAVE ONE VOTE IN PERSON OR BY PROXY. PROXY VOTING SHALL NOT BE ALLOWED AT MEETINGS OF THE BOARD OF DIRECTORS OR EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE ASSOCIATION'S PRESIDENT, WHO IS ALSO A BOARD AND EXECUTIVE COMMITTEE MEMBER, REVIEWS FORM 990 AS PREPARED BY THE ASSOCIATION'S OUTSIDE CPAS IN CONSULTATION WITH THE TREASURER. FORM 990 IS FILED AFTER THE PRESIDENT GIVES HIS FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 15A THE ASSOCIATION HAS AN EXECUTIVE COMMITTEE WHICH DETERMINES AND APPROVES THE PRESIDENT'S SALARY. THE PRESIDENT HAS ADMINISTRATIVE AUTHORITY OVER ALL STAFF SALARIES, WITH BOARD REVIEW. FORM 990, PART VI, SECTION C, LINE 18 THE ASSOCIATION MAKES ITS FILED 990 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION MAKES THE AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ASSOCIATION ALSO MAKES THE GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC IF AND TO THE EXTENT REQUIRED TO DO SO BECAUSE OF THEIR HAVING BEEN ATTACHED TO A GOVERNMENT FILING REQUIRING SUCH DISCLOSURE. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES 309,666. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS.