2024-11-15T09:09:16-06:00 2023-12-31 341463411 BARNES WENDLING CPAS INC 1350 EUCLID AVE SUITE 1400 CLEVELAND OH 441151830 990 2023-01-01 340646162 NATIONAL TOOLING & MACHINING ASSOCIATION NATI 8002486862 1357 ROCKSIDE ROAD CLEVELAND OH 44134 DOUGLAS DEROSE VP/CFO 8002486862 2024-11-14 1 1 JANINE M IACOBELLI CPA P00410066 2165669000 2024-11-14 2023 2024-10-15 13:58:12Z ROGER ATKINS 1357 ROCKSIDE ROAD CLEVELAND OH 44134 3420384 0 X WWW.NTMA.ORG X 1948 OH POSITIVELY IMPACT THE US PRECISION MANUFACTURING INDUSTRY'S STRATEGIC ROLE IN THE NATIONAL ECONOMY AND INSPIRE CHANGE THAT PROMOTES HEALTHY, SUSTAINABLE MANUFACTURING ENVIRONMENT. 36 36 17 90 100708 0 56810 19150 1878735 1985568 -134190 281297 856280 1134369 2657635 3420384 0 0 0 0 1358883 1503074 0 0 0 1798635 1745476 3157518 3248550 -499883 171834 5025132 5181399 1372353 1356787 3652779 3824612 X NTMA CONNECTS US PRECISION MANUFACTURES TO ADVANCE AND SECURE OUR INDUSTRY FOR FUTURE GENERATIONS. WE PROVIDE OPPORTUNITIES THAT LEVERAGE THEIR COLLECTIVE EXPERIENCES AND INGENUITY TO ACCELERATE THE CAPABILITIES OF ALL MEMBERS. SPEAKING AND ACTING WITH ONE VOICE, WE ADVOCATE FOR OUR INDUSTRY AND PROVIDE VITAL BUSINESS RESOURCES AND CRITICAL KNOWLEDGE TO OUR MEMBERS. WE ARE COMMITTED TO CLOSING THE SKILLS GAP BY ENGAGING YOUTH AND DEVELOPING OUR EMERGING LEADERS. 0 0 CONFERENCES AND SEMINARS - NTMA'S CONFERENCES AND SEMINARS INCREASE THE AWARENESS OF THE GENERAL BUSINESS AND INDUSTRY RELATIONS PRACTICES, AND PROVIDE A FORUM FOR MEMBERS TOEXCHANGE IDEAS ON ISSUES PERTINENT TO THE INDUSTRY. SEMINARS ARE FOCUSED ON AN INDUSTRY-SPECIFIC TOPIC OR ISSUE THAT IS CURRENTLY RELEVANT TO THE MEMBERSHIP. MEMBER SERVICES - NTMA DISTRIBUTES SURVEYS AND REPORTS, THAT ARE DESIGNED TO BE AN EFFECTIVE MANAGEMENT TOOL FOR MEMBERS. NTMA SELLS EDUCATIONAL MATERIALS AND ONLINE TRAINING COURSES TO MEMBERS. 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 0 0 17 1 1 1 0 0 0 1 1 0 0 0 X 36 36 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 OH X DOUGLAS DEROSE 8002486862 1357 ROCKSIDE ROAD CLEVELAND OH 44134 ABRAM WAGNER TRUSTEE 1.00 X 0 0 0 BILL JORDAN TRUSTEE 1.00 X 0 0 0 MICHAEL PASCIUTO TRUSTEE 1.00 X 0 0 0 SCOTT HARMS TRUSTEE 1.00 X 0 0 0 SARAH WENTZ TRUSTEE 1.00 X 0 0 0 BRUCE DWORAK TRUSTEE 1.00 X 0 0 0 SAMUEL GRIFFITH TRUSTEE 1.00 X 0 0 0 SHANNON SWEATMAN TRUSTEE 1.00 X 0 0 0 NATHAN BYMAN TRUSTEE 1.00 X 0 0 0 ZACHARY OVERTON TRUSTEE 1.00 X 0 0 0 CHRIS HINKEBEIN TRUSTEE 1.00 X 0 0 0 TIM LEFEVRE TRUSTEE 1.00 X 0 0 0 THOMAS MEISNER TRUSTEE 1.00 X 0 0 0 ERIC KURZHAL TRUSTEE 1.00 X 0 0 0 NICK HECKENKAMP TRUSTEE 1.00 X 0 0 0 PATRICK CERO TRUSTEE 1.00 X 0 0 0 FRANK BURCH TRUSTEE 1.00 X 0 0 0 SID CREAGER TRUSTEE 1.00 X 0 0 0 ASHLEIGH WEHRLE TRUSTEE 1.00 X 0 0 0 JOHN DALRYMPLE TRUSTEE 1.00 X 0 0 0 MATT BAKER TRUSTEE 1.00 X 0 0 0 ANDRE IGL TRUSTEE 1.00 X 0 0 0 ERIN DYER TRUSTEE 1.00 X 0 0 0 TIMOTHY WETZEL TRUSTEE 1.00 X 0 0 0 MARKUS KUNZ TRUSTEE 1.00 X 0 0 0 AJ SCHAEPER JR TRUSTEE 1.00 X 0 0 0 IVAN CLAY TRUSTEE 1.00 X 0 0 0 MIKE PASCH TRUSTEE 1.00 X 0 0 0 KRISTIN CARLSON TRUSTEE 1.00 X 0 0 0 GILLEN YOUNG CHAIRMAN 1.00 X 0 0 0 BONNIE KUHN VICE CHAIRMAN 1.00 X 0 0 0 KEVEN AHAUS REGULAR EC MEMBER 1.00 X 0 0 0 ERIC HAGOPIAN REGULAR EC MEMBER 1.00 X 0 0 0 ALAN ORTNER REGULAR EC MEMBER 1.00 X 0 0 0 DEBBIE HOLTON EXTERNAL EC MEMBER 1.00 X 2000 0 0 BARRY LAUGHLIN EXTERNAL EC MEMBER 1.00 X 2000 0 0 ROGER ATKINS PRESIDENT 40.00 X 275440 0 0 DOUGLAS DEROSE SECRETARY/TREASURER 40.00 X 181043 0 0 460483 0 0 2 0 1 0 THE FRANKLING PARTNERSHIP LLP 10609 MACARTHUR BLVD POTOMAC MD 20854 GOVERNMENT ADVOCACY AND INDUSTRY MARKETI 142200 1 17500 1650 19150 MEMBERSHIP DUES 561499 1402159 1402159 MEETINGS/SEMINARS 611430 444720 444720 ADVERTISING INCOME 541800 100708 100708 TUITION 611430 37981 37981 1985568 281297 281297 882510 882510 OTHER INCOME 541900 251859 251859 251859 3420384 3300526 100708 0 X 1284229 38298 101230 79317 43496 83020 20622 397783 177977 96816 322680 4125 10493 9864 AFFINITY PROGRAM EXPENS 206040 CONTRACT LABOR 87295 RENT EXPENSE 81384 SURVEYS AND PEOJECTS 56228 147653 3248550 257354 219106 978718 747430 52429 87468 339348 331308 19106 8040 3477881 4058309 120000 0 119644 61046 5025132 5181399 662172 585951 447231 329836 150000 148686 112950 292314 1372353 1356787 X 3652779 3824612 0 0 3652779 3824612 5025132 5181399 171834 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1402159 214617 214617 214617 43371 43371 0 107632 103436 4196 188345 184501 3844 8040 LEASE LIABILITY 54352 CURRENT POTION OF LONG TERM DEBT 1314 457(B) PLAN LONG TERM LIABILITY 236648 292314 X PART X, LINE 2: THE ASSOCIATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABLILITY ASSESSMENT" THAT AFREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE ASSOCIATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION AND THE ASSOCIATION'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR THREE YEARS FOLLOWING THE DATE FILED. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENT 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 X 0 0 X X X X X 0 0 0 ROGER ATKINS PRESIDENT 275440 0 0 0 0 0 0 0 0 0 275440 0 0 0 DOUGLAS DEROSE SECRETARY/TREASURER 181043 0 0 0 0 0 0 0 0 0 181043 0 0 0 ALICE OVERTON FAMILY MEMBER 53778 EMPLOYEE CO 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSON: (A) NAME OF PERSON: ALICE OVERTON(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMEBER OF BOD(C) DESCRIPTION OF TRANSACTION: EMPLOYEE COMPENSATION FAMILY MEMBER OF ZACHARY OVERTON (BOD) FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS SEVERAL CLASSES OF MEMBERSHIP: REGULAR, ASSOCIATE, EDUCATIONAL AND INSTITUTIONAL. FORM 990, PART VI, SECTION A, LINE 7A REGULAR MEMBERS CAN VOTE AND APPROVE THE SLATE, BOARD OF TRUSTEES APPROVES DECISIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MANAGEMENT BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C NTMA'S GOVERNANCE POLICY IS REVIEWED ANNUALLY BY THE NTMA EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE NTMA EXECUTIVE COMMITTEE REVIEWS COMPARABLE SALARIES BY POSITION AND LOCATION. FORM 990, PART VI, SECTION C, LINE 19 NTMA'S FINANCIAL STATEMENTS ARE DISTRIBUTED TO THE EXECUTIVE COMMITTEE AND BOARD OF TRUSTEES. GOVERNING DOCUMENTS ARE DISTRIBUTED TO THE EXECUTIVE COMMITTEE AND BOARD OF TRUSTEES AS WELL. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES 397,783. NATIONAL TOOLING AND MACHINE FOUNDATION 1357 ROCKSIDE ROAD CLEVELAND OH 44134 521286223 PROMOTE INTEREST OF NTMA OH 501(C)(3) LINE 12A, I N/A 0 NATIONAL TOOLING AND MACHINE ASSOCIATION PAC 1357 ROCKSIDE ROAD CLEVELAND OH 44134 521143690 POLITICAL ACTION COMMITTEE OH 501(C)(3) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 NATIONAL TOOLING AND MACHINING FOUNDATION Q 164280 FMV