2025-10-29T13:59:56-05:00 2024-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-01-01 521073576 THE MANUFACTURING INSTITUTE MANU 2026373426 733 10TH STREET NW 700 WASHINGTON DC 20001 CAROLYN LEE PRESIDENT & EXECUTIVE DIRECTOR 2026373426 2025-10-31 1 1 AARON M FOX P01365820 2022274000 2025-10-31 2024 2025-03-06 01:10:19Z CAROLYN LEE 733 10TH STREET NW 700 WASHINGTON DC 20001 8840593 0 X WWW.THEMANUFACTURINGINSTITUTE.ORG X 1976 DC THE MANUFACTURING INSTITUTE'S MISSION IS TO BUILD A RESILIENT MANUFACTURING WORKFORCE PREPARED FOR THE CHALLENGES AND OPPORTUNITIES OF THE FUTURE. THROUGH IMPLEMENTING GROUNDBREAKING PROGRAMS, CONVENING INDUSTRY LEADERS AND CONDUCTING INNOVATIVE RESEARCH, THE MI FURTHERS INDIVIDUAL OPPORTUNITY, COMMUNITY PROSPERITY AND A MORE COMPETITIVE MANUFACTURING INDUSTRY. AS THE 501 (C)3 NONPROFIT WORKFORCE DEVELOPMENT AND EDUCATION AFFILIATE OF THE NATIONAL ASSOCIATION OF MANUFACTURERS, THE MI IS A TRUSTED ADVISER TO MANUFACTURERS, EQUIPPING THEM WITH SOLUTIONS TO ADDRESS THE TOUGHEST WORKFORCE ISSUES 8 6 0 6 0 0 6432887 6394721 1637554 2183064 134823 243168 8942 19640 8214206 8840593 227500 150000 0 0 4230321 4283642 0 0 643740 5133786 3205816 9591607 7639458 -1377401 1201135 8505501 10320722 1513941 2128027 6991560 8192695 X THE MANUFACTURING INSTITUTE'S MISSION IS TO BUILD A RESILIENT MANUFACTURING WORKFORCE PREPARED FOR THE CHALLENGES AND OPPORTUNITIES OF THE FUTURE. THROUGH IMPLEMENTING GROUNDBREAKING PROGRAMS, CONVENING INDUSTRY LEADERS AND CONDUCTING INNOVATIVE RESEARCH, THE MI FURTHERS INDIVIDUAL OPPORTUNITY, COMMUNITY PROSPERITY AND A MORE COMPETITIVE MANUFACTURING INDUSTRY. AS THE 501 (C)3 NONPROFIT WORKFORCE DEVELOPMENT AND EDUCATION AFFILIATE OF THE NATIONAL ASSOCIATION OF MANUFACTURERS, THE MI IS A TRUSTED ADVISER TO MANUFACTURERS, EQUIPPING THEM WITH SOLUTIONS TO ADDRESS THE TOUGHEST WORKFORCE ISSUES 0 0 1822810 330862 CONNECTING THE MILITARY WITH MANUFACTURING CAREER OPPORTUNITIES: THE MI'S HEROES MAKE AMERICA BUILDS CONNECTIONS BETWEEN THE MILITARY COMMUNITY AND THE MANUFACTURING INDUSTRY. THE PROGRAM PROVIDES INTEGRATED CERTIFICATION AND CAREER-READINESS TRAINING IN PARTNERSHIP WITH LOCAL COMMUNITY COLLEGES TO PREPARE TRANSITIONING SERVICE MEMBERS, VETERANS, NATIONAL GUARD, RESERVISTS AND MILITARY SPOUSES FOR REWARDING CAREERS IN MANUFACTURING. 1458463 1079814 WOMEN MAKE AMERICA: THE WOMEN MAKE AMERICA INITIATIVE STRENGTHENS THE MODERN MANUFACTURING WORKFORCE BY SUPPORTING THE WORKERS LEADING THE INDUSTRY AT EVERY LEVELFROM THE SHOP FLOOR TO THE C-SUITE. BY ENSURING EMPLOYEES HAVE THE RESOURCES, RECOGNITION, AND OPPORTUNITIES NEEDED TO THRIVE IN THEIR CAREERS, WMA NOT ONLY SUPPORTS TODAY'S LEADERS BUT ALSO INSPIRES AND EQUIPS THE NEXT GENERATION TO PURSUE CAREERS IN MANUFACTURING. 1208723 144004 PROVIDING GLOBAL-BEST WORKFORCE DEVELOPMENT: THE MI'S FAME USA INITIATIVE DEVELOPS HIGHLY SKILLED, PROFESSIONAL AND SOUGHT-AFTER TALENT WHO CAN MEET THE UNIQUE NEEDS AND CHALLENGES OF TODAY'S MODERN MANUFACTURING WORKFORCE. THIS EARN-WHILE-YOU LEARN PROGRAM FEATURES STRONG TECHNICAL TRAINING, INTEGRATION OF MANUFACTURING CORE COMPETENCIES, INTENSIVE PROFESSIONAL PRACTICES AND INTENTIONAL HANDS-ON EXPERIENCE. 1731572 150000 628384 ALL OTHER PROGRAMS 1731572 150000 628384 6221568 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 16 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 6 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 0 0 AL AR CA FL GA IL KS KY MD MA MI MN MS MO NH NJ NC OR PA RI SC TN UT VA WV WI X DENZEL BLOUNT 2026373000 733 10TH STREET NW 700 WASHINGTON DC 20001 X JAY TIMMONS CHAIRMAN 2.00 40.00 X X 0 5167991 975292 TODD BOPPELL TREASURER 1.00 40.00 X X 0 621851 44278 MARY ANDRINGA DIRECTOR 1.00 0.00 X 0 0 0 KARL HUTTER DIRECTOR 1.00 1.00 X 0 0 0 ROSE LEE DIRECTOR 1.00 1.00 X 0 0 0 CHRIS NIELSEN DIRECTOR 1.00 1.00 X 0 0 0 NICOLAS PINCHUK DIRECTOR 1.00 1.00 X 0 0 0 KATHY WENGEL DIRECTOR 1.00 1.00 X 0 0 0 CAROLYN LEE PRESIDENT & EXECUTIVE DIRE 40.00 1.00 X 527516 0 52307 JULIE CHASE GENERAL COUNSEL AND SECRET 1.00 40.00 X 0 251177 29778 KEITH SMITH CHIEF ADMINISTRATIVE OFFICER 34.00 6.00 X 406626 71758 52015 GARDNER CARRICK CHIEF PROGRAM OFFICER 40.00 0.00 X 263134 0 21497 RACHAEL SCHEFFLER AVP PARTNERSHIPS & PHILANTHROPY 40.00 0.00 X 165474 0 38318 JAMES DAVIS DIRECTOR, FAME 40.00 0.00 X 162060 0 38024 AMY THOMAS DIR., MILITARY & VETERANS INITIATIVES 40.00 0.00 X 160527 0 14552 POOJA TRIPATHI DIR., WORKFORCE INNOVATION 40.00 0.00 X 157682 0 22374 RACHELLE WOLFORD DIRECTOR, HEROES 40.00 0.00 X 121274 0 14263 1964293 6112777 1302698 0 0 1 0 SOLUTIONS FOR INFORMATION DESIGN LLC 8204 GREENTREE MANOR LANE FAIRFAX STATION VA 22039 CONSULTING 351867 MAC PROUDCTIONS INC 242 W PIKE STREET COVINGTON KY 41011 AUDIO VISUAL 172048 ADVOC8 INC 500 PENNSYLVANIA AVE SE 6 WASHINGTON DC 20002 CONSULTING 125382 BEEKEEPER GROUP LLC 1101 14TH STREET NW 200 WASHINGTON DC 20005 ONLINE COMMUNITY MGMT 124903 ON SERVICES LLC PO BOX 105303 ATLANTA GA 30348 AUDIO VISUAL 120598 6 282000 6112721 6394721 MEETINGS 900099 2092029 2092029 FEES & LICENSES 900099 91035 91035 2183064 243168 243168 OTHER INCOME 900099 19640 19640 19640 8840593 2183064 0 262808 X 150000 150000 1323957 368923 691794 263240 2357798 1856373 205510 295915 601887 437718 79584 84585 10707 10707 30553 30553 1266294 1242290 24004 68019 68019 112117 94032 18085 120000 20000 100000 294301 245201 49100 1195298 1195092 206 MISCELLANEOUS 48426 44476 3950 SUBSCRIPTIONS 42505 23130 19375 EQUIPMENT 15966 726 15240 MEMBER DUES 1630 1630 473958 -473958 7639458 6221568 774150 643740 376397 1318889 5825700 6773559 2261671 2175374 41733 15981 0 36919 2320 2320 0 0 8505501 10320722 950891 2030012 548050 48015 15000 50000 1513941 2128027 X 1881830 1924043 5109730 6268652 6991560 8192695 8505501 10320722 1201135 0 X X 0 1 X 1 0 X 7361564 10831183 7616714 6432887 6394721 38637069 7361564 10831183 7616714 6432887 6394721 38637069 15754633 22882436 4707 1177 9232 134823 243168 393107 5 8942 19640 28587 39058763 6738997 0.58580 0.61080 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17699 17699 7621759 7639458 531973 132993 0 0 508889 731888 629580 531973 2402330 3603495 1814 764 518 17699 20795 127222 182972 157395 132993 600582 900873 2320 2320 0 0 X 8840593 0 8840593 0 8840593 7639458 0 7639458 0 7639458 PART X, LINE 2: THE INSTITUTE PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. 1 JOBS FOR THE FUTURE INC 50 MILK STREET BOSTON MA 02109 061164568 501(C)(3) 150000 0 MILITARY LERS & BADGING MANUFACTURING SKILLS 1 0 PART I, LINE 2: ALL NEW GRANTS BROUGHT IN BY THE MANUFACTURING INSTITUTE ARE ASSIGNED A UNIQUE ACCOUNT NUMBER. THE INSTITUTE PROVIDES THE ACCOUNTING STAFF WITH AN APPROVED BUDGET FOR THE GRANT ALONG WITH DETAILED INFORMATION AS TO HOW THE FUNDS WILL BE SPENT (I.E. SALARIES, CONSULTANTS, SUPPLIES, ETC.). CONSULTANTS' CONTRACTS ARE ALSO SUPPLIED FOR DOCUMENTATION. THE FUNDS ARE MONITORED ON A MONTHLY BASIS BY THE NAM CONTROLLER, THE INSTITUTE'S TREASURER, AND THE INDIVIDUAL PROJECT MANAGERS. FOR GRANTS PROVIDED BY THE MANUFACTURING INSTITUTE, THE AWARDEES ARE REQUIRED TO ENTER INTO A WRITTEN SERVICE AGREEMENT WITH THE INSTITUTE THAT OUTLINES THE SCOPE OF SERVICES OR WORK TO BE PERFORMED WITH GRANT FUNDS, TERM OF FUNDING, AND SPECIFIC DELIVERABLES EXPECTED. THESE AGREEMENTS ARE SUBJECT TO THE INSTITUTE'S CONTRACT AUTHORIZATION POLICY. AS PART OF THE MANUFACTURING INSTITUTE'S MISSION, IT HAS PROVIDED GRANT FUNDING TO ORGANIZATIONS TO EXPAND SECOND CHANCE HIRING INITIATIVES WITH REGIONAL PARTNERS TO PROMOTE THE RECRUITMENT OF INDIVIDUALS INVOLVED WITH THE JUSTICE SYSTEM INTO MANUFACTURING CAREERS. 0 1 0 0 0 0 0 0 0 JAY TIMMONS CHAIRMAN 0 1646279 0 1600000 0 1921712 0 950600 0 24692 0 6143283 0 1700000 TODD BOPPELL TREASURER 0 456851 0 165000 0 0 0 27600 0 16678 0 666129 0 0 CAROLYN LEE PRESIDENT & EXECUTIVE DIRE 383766 0 143750 0 0 0 27600 0 24707 0 579823 0 0 0 KEITH SMITH CHIEF ADMINISTRATIVE OFFICER 285065 50306 110681 19532 10880 1920 23460 4140 20753 3662 450839 79560 0 0 GARDNER CARRICK CHIEF PROGRAM OFFICER 239384 0 23750 0 0 0 20996 0 501 0 284631 0 0 0 JULIE CHASE GENERAL COUNSEL AND SECRET 0 241177 0 10000 0 0 0 20138 0 9640 0 280955 0 0 RACHAEL SCHEFFLER AVP PARTNERSHIPS & PHILANTHROPY 160974 0 4500 0 0 0 13824 0 24494 0 203792 0 0 0 JAMES DAVIS DIRECTOR, FAME 152060 0 10000 0 0 0 13554 0 24470 0 200084 0 0 0 POOJA TRIPATHI DIR., WORKFORCE INNOVATION 150182 0 7500 0 0 0 12680 0 9694 0 180056 0 0 0 AMY THOMAS DIR., MILITARY & VETERANS INITIATIVE 150527 0 10000 0 0 0 12972 0 1580 0 175079 0 0 0 PART I, LINE 3 ALL EMPLOYEES OF THE MANUFACTURING INSTITUTE ARE COMPENSATED BY THE NATIONAL ASSOCIATION OF MANUFACTURERS AND COSTS ARE REIMBURSED BY MI. NAM USES AN INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, AND APPROVAL BY THE BOARD TO ESTABLISH COMPENSATION FOR THE EXECUTIVE DIRECTOR OF THE MANUFACTURING INSTITUTE. PART I, LINE 4B SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN JAY TIMMONS, $923,000 FORM 990, SCHEDULE J, PART II: NONE OF THE COMPENSATION OF JAY TIMMONS, TODD BOPPELL, AND JULIE CHASE IS PAID BY THE MANUFACTURING INSTITUTE. THE COMPENSATION OF ALL OTHER INDIVIDUALS LISTED IN FORM 990, PART VII, SECTION A, AS WELL AS FORM 990, SCHEDULE J, PART II IS PAID BY THE NATIONAL ASSOCIATION OF MANUFACTURERS AND OTHER THAN KEITH SMITH REIMBURSED 100% BY THE MANUFACTURING INSTITUTE. 85% OF KEITH SMITH'S COMPENSATION IS REIMBURSED BY THE MANUFACTURING INSTITUTE. FORM 990, PART VI, SECTION A, LINE 6 THE NATIONAL ASSOCIATION OF MANUFACTURERS IS THE SOLE MEMBER OF THE MANUFACTURING INSTITUTE. FORM 990, PART VI, SECTION A, LINE 7A THE NATIONAL ASSOCIATION OF MANUFACTURERS APPOINTS THE MEMBERS OF THE MANUFACTURING INSTITUTE'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND TREASURER, AND THEN REVIEWED AND APPROVED BY THE CHAIR AND A SECOND DIRECTOR. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND KEY EMPLOYEES HAVE TO COMPLETE AN ANNUAL CONFLICT OF INTEREST FORM DISCLOSING ANY CONFLICTS OR POTENTIAL CONFLICTS, AND THE FORMS ARE REVIEWED BY THE MI'S GENERAL COUNSEL. ANY CONCERNS ARE REPORTED TO THE MI BOARD BY THE MI GENERAL COUNSEL. FORM 990, PART VI, SECTION B, LINE 15A ALL EMPLOYEES OF THE MI ARE COMPENSATED BY THE NATIONAL ASSOCIATION OF MANUFACTURERSAND COSTS ARE REIMBURSED BY THE MI. THE EXECUTIVE DIRECTOR'S ANNUAL COMPENSATION IS APPROVED BY THE MI BOARD. IN ADDITION TO THE ANNUAL PERFORMANCE APPRAISAL SYSTEM, THE BOARD REVIEWS DATA FOR VARIOUS SOURCES, INCLUDING OTHER SIMILAR ORGANIZATIONS, THIRD PARTY CONSULTANTS, AND OTHER INDUSTRY DATA, TO DETERMINE THE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A: NONE OF THE COMPENSATION OF JAY TIMMONS, TODD BOPPELL, AND JULIE CHASE IS PAID BY THE MANUFACTURING INSTITUTE. THE COMPENSATION OF ALL OTHER INDIVIDUALS LISTED IN FORM 990, PART VII, SECTION A, AS WELL AS FORM 990, SCHEDULE J, PART II IS PAID BY THE NATIONAL ASSOCIATION OF MANUFACTURERS AND OTHER THAN KEITH SMITH REIMBURSED 100% BY THE MANUFACTURING INSTITUTE. 85% OF KEITH SMITH'S COMPENSATION IS REIMBURSED BY THE MANUFACTURING INSTITUTE. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 138,179. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 138,179. OTHER SERVICE FEES: PROGRAM SERVICE EXPENSES 1,104,111. MANAGEMENT AND GENERAL EXPENSES 24,004. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,128,115. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. NATIONAL ASSOCIATION OF MANUFACTURERS 733 10TH STREET NW 700 WASHINGTON DC 20001 131084330 TRADE ASSOCIATION NY 501(C)(6) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 NATIONAL ASSOCIATION OF MANUFACTURERS C 282000 FMV NATIONAL ASSOCIATION OF MANUFACTURERS N 120000 FMV NATIONAL ASSOCIATION OF MANUFACTURERS O 3858022 FMV NATIONAL ASSOCIATION OF MANUFACTURERS P 22515 FMV