2024-10-17T15:40:32-05:00 2023-12-31 541342298 Kositzka Wicks and Company 5270 Shawnee Road Suite 250 Alexandria VA 22312 990 2023-01-01 262095012 National Alliance of Forest Owners NATI 2027470753 122 C Street NW 630 Washington DC 20001 David Tenny President and CEO 2027470753 2024-10-16 1 1 Jennifer S Manster CPA P01383338 7036422700 2023 2024-10-15 13:58:12Z David Tenny 122 C Street NW 630 Washington DC 20001 5005857 0 X http://nafoalliance.org/ X 2008 DC To advance the economic and environmental benefits of privately-owned forests. 48 48 13 48 0 0 250 250 4554000 4959911 34777 27194 0 0 4589027 4987355 0 0 0 0 2804369 2836252 0 0 0 1906773 1967072 4711142 4803324 -122115 184031 3122268 2941696 2096387 1703281 1025881 1238415 X To promote federal policies that will protect and enhance the economic and environmental value of privately owned forests across the country. 0 0 2483964 Policy Development and Advocacy: This function includes working with member companies, consultants and partner organizations to develop policy recommendations and to develop and execute strategies to advance them with federal policymakers. It also includes expenses related to subscription services, software and other tools to assist in these efforts. 536944 Member Meetings: The Member Meetings Program included expenses related to the execution and production of NAFO's bi-annual Operating Committee meetings, spring DC meeting, and fall annual meeting. The purpose of the Operating Committee meetings are to plan the work on NAFO's strategic objectives with its membership. The purpose of the DC meeting is to report the business of the Association to the Board of Directors and membership, as well as to review the association's progress on strategic objectives. The Board meeting is preceded by a half day of educational panels and advocacy meetings. As stated in NAFO's bylaws, the purpose of the annual meeting is to report the business of the association to the Board of Directors and membership. The Board approves the Associations' annual budget and strategic plan. New directors and volunteers are also approved. The Board meeting is preceded by a half day of educational panels. 862316 Strategic Communications: The Strategic Communications Program included expenses related to strategic communications advocacy and information to position NAFO as an authoritative source on private forests and advance NAFO's policy objectives. 3883224 0 0 0 1 0 0 0 0 0 0 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 1 0 0 1 24 0 1 13 1 0 0 0 0 1 1 0 0 0 X 48 48 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 DC X The Organization 2027470753 122 C Street NW 630 Washington DC 20001 Douglas Reed Director 1.00 X 0 0 0 Devin Stockfish Chair 1.00 X X 0 0 0 Pete Sikora Vice Chair 1.00 X X 0 0 0 Brian Luoma Officer 1.00 X X 0 0 0 James Hourdequin Officer 1.00 X X 0 0 0 Rene Ancinas Director 1.00 X 0 0 0 Earl Barrs Director 1.00 X 0 0 0 Marc Brinkmeyer Director 1.00 X 0 0 0 Travis Bryant Director Jan - June 1.00 X 0 0 0 John Cashwell Director 1.00 X 0 0 0 Joel Caswell Director 1.00 X 0 0 0 Mike Claridge Director 1.00 X 0 0 0 Tom Colgan Director 1.00 X 0 0 0 Eric Cremers Director 1.00 X 0 0 0 Mark Emmerson Director 1.00 X 0 0 0 Dale Greene Director 1.00 X 0 0 0 Scott Griffin Director 1.00 X 0 0 0 Troy Harris Officer 1.00 X X 0 0 0 Steve Hearst Director 1.00 X 0 0 0 Randy Hereford Director 1.00 X 0 0 0 Stephen Hicks Director 1.00 X 0 0 0 Alex Hinson Director 1.00 X 0 0 0 Alex Ingraham Officer 1.00 X X 0 0 0 Tom Johnson Director 1.00 X 0 0 0 Scott Jones Director 1.00 X 0 0 0 Brent Keefer Director 1.00 X 0 0 0 Nicole Kimzey Director 1.00 X 0 0 0 Jim Langdale Director 1.00 X 0 0 0 Gerrity Lansing Director 1.00 X 0 0 0 Chris Lipton Director 1.00 X 0 0 0 Toby Luther Director 1.00 X 0 0 0 Dave Nunes Director 1.00 X 0 0 0 Bob Ratliffe Director 1.00 X 0 0 0 Dave Rumker Director 1.00 X 0 0 0 Joe Sanderson Director 1.00 X 0 0 0 Thomas Sarno Director 1.00 X 0 0 0 Blake Stansell Secretary/Treasurer 1.00 X X 0 0 0 Chandler VanVoorhis Director Jan - June 1.00 X 0 0 0 Andres Villegas Director 1.00 X 0 0 0 Marc Walley Director 1.00 X 0 0 0 Paul Young Director 1.00 X 0 0 0 Terry Baker Director 1.00 X 0 0 0 Jeff Briggs Director Apr - Dec 1.00 X 0 0 0 Scott Folk Director 1.00 X 0 0 0 Jason Limongelli Director 1.00 X 0 0 0 Milton Moran Director Jul - Dec 1.00 X 0 0 0 Derek Stanfield Director 1.00 X 0 0 0 Terrell Winstead Director 1.00 X 0 0 0 Dave Tenny President and CEO 50.00 X 847058 0 54090 Anne Clawson VP Policy and Regulatory Affairs 50.00 X 202562 0 20847 Kate Gatto Chief Strategy Officer 50.00 X 307960 0 16390 Ethan Breitling VP Communications and Creative 50.00 X 189154 0 35126 Emil Nelson VP Government Relations 50.00 X 205600 0 8252 Jonathan Tyree VP Operations 50.00 X 187297 0 17873 1939631 0 152578 6 0 1 0 Crowell & Moring LLP 1001 Pennsylvania Ave NW Washington DC 20004 Retained counsel 181940 Capital Hill Consulting Group 499 S Capitol St NW Ste 608 Washington DC 20003 Retained counsel 180000 Rhythm Interactive LLC 9860 Irvine Center Drive Irvine CA 92618 Marketing services 167865 Massie and Partners LLC 700 Pennsylvania Ave SE Ste 510 Washington DC 20003 Retained counsel 159600 Michael Torrey Associates LLC 50 F Street NW Suite 450 Washington DC 20001 Retained counsel 144000 5 250 250 Membership dues 900099 4959911 4959911 4959911 35658 35658 10038 18502 -8464 -8464 -8464 4987355 4959911 0 27194 X 2092209 516494 14904 77486 135159 35614 88572 483600 658650 30133 69960 168540 129136 148658 874 11572 Dues and subscriptions 113490 Political action 28273 4803324 1291897 1206664 564822 620519 19019 23173 1246530 1091340 3122268 2941696 703302 469274 1393085 1234007 2096387 1703281 X 1025881 1238415 1025881 1238415 3122268 2941696 184031 28503 0 X X 0 1 X 1 0 0 0 0 4959911 1616830 1616830 2479956 -863126 0 Security deposit 8247 Operating ROU Asset 1068530 Finance ROU Asset 14563 1091340 Operating lease liability 1218871 Finance lease liability 15136 1234007 X 5015858 28503 28503 4987355 0 4987355 4803324 0 4803324 0 4803324 Part X, Line 2: The Organization is exempt from federal income tax as a nonprofit organization described in Section 501(c)(6) of the Internal Revenue Code and is exempt from income taxes except for taxes on unrelated business activities. No tax expense is recorded in the accompanying financial statements for the year ended December 31, 2023 as there were no unrelated business activities. X X X 1 0 0 Dave Tenny President and CEO 629058 0 218000 0 0 0 16500 0 37590 0 901148 0 0 0 Kate Gatto Chief Strategy Officer 270060 0 37900 0 0 0 15398 0 992 0 324350 0 0 0 Ethan Breitling VP Communications and Creative 168854 0 20300 0 0 0 9768 0 25358 0 224280 0 0 0 Anne Clawson VP Policy and Regulatory Affairs 98362 0 34200 0 70000 0 5449 0 15398 0 223409 0 0 0 Emil Nelson VP Government Relations 205600 0 0 0 0 0 7002 0 1250 0 213852 0 0 0 Jonathan Tyree VP Operations 168997 0 18300 0 0 0 9667 0 8206 0 205170 0 0 0 Part I, Line 3 No less frequently than every three years the President and CEO will conduct a market compensation analysis using an independent firm approved by the Executive Committee. The market sample used in the analysis will reflect NAFO's focus on federal advocacy and the level of NAFO's advocacy sophistication. This involves a composite analysis of both smaller associations and the government advocacy functions of larger associations. The compensation benchmarks for the President & CEO and staff should reflect a reasonable application of the compensation philosophy based on NAFO's position in the market. Part I, Line 4a Anne Clawson, $70,000 Form 990, Part VI, Section A, line 2 Douglas Reed and Bob Ratliffe have a business relationship. Alex Hinson and Derek Stanfield have a business relationship. Brent Keefer has a business relationship with John Cashwell, Mike Claridge, Troy Harris, Tom Johnson, Gerrity Lansing, Chris Lipton, Joe Sanderson, Derek Stanfield, Marc Walley, Paul Young. Form 990, Part VI, Section A, line 6 The Organization has dues paying members. Form 990, Part VI, Section A, line 7a The Board shall consist of Regular Member Directors and At-Large Directors. Regular Member Directors shall be those individuals appointed by a Regular Member, with each Regular Member entitled to appoint one (1) representative. At-Large Directors shall be selected from among representatives of Affiliate and Association Members. There shall be up to three (3) At-Large Directors. The President/CEO of the Association shall be a non-voting, ex-officio member of the board. The At-Large Directors shall be appointed by the Regular Member Directors from a slate of nominees prepared by the Executive Committee. The Board Members elect the officers. Form 990, Part VI, Section A, line 7b In all organizational proceedings of the Alliance, including approval of bylaws changes and ratification of Board, and at all meetings thereof, each voting member shall be entitled to one vote. Form 990, Part VI, Section B, line 11b The Financial Management Team, the President and CEO and the Finance and Audit Committee review the tax return before it is filed with the IRS. Form 990, Part VI, Section B, line 12c In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of committees with governing board delegated powers considering the proposed transaction or arrangement. The remaining board or committee members shall decide if a conflict of interest exists. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, he/she shall leave the governing board or committee meeting while the determination of a conflict of interest is discussed and voted upon. Form 990, Part VI, Section B, line 15 No less frequently than every three years the President and CEO will conduct a market compensation analysis using an independent firm approved by the Executive Committee. The Executive Committee approves annually an amount for CEO compensation for budget planning purposes. The Committee determines actual compensation annually based on a review of the President & CEO's performance. The President & CEO determines the compensation of staff consistent with the compensation philosophy and the annual budget approved by the Board of Directors. Compensation is determined through an annual review of individual staff performance. Form 990, Part VI, Section C, line 19 This information is avaliable upon request. Form 990, Part IX, line 11g Regulatory advocacy 355,980. Research 75,500. Other professional fees 227,170. Form 990, Part XII, Line 2c The process for selecting an independent auditor has not changed.