2026-09-21T10:42:29-05:00 2025-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2025-01-01 131084330 NATIONAL ASSOCIATION OF MANUFACTURERS OF THE UNITED STATES OF AMERICA NATI 2026373000 733 10TH STREET NW 700 WASHINGTON DC 20001 JAY TIMMONS PRESIDENT AND CEO 2026373000 2026-09-21 1 AARON FOX P01365820 2022274000 2026-09-21 2025 JAY TIMMONS 733 10TH STREET NW 700 WASHINGTON DC 20001 63503311 0 X WWW.NAM.ORG X 1905 NY TO ENHANCE THE COMPETITIVENESS OF MANUFACTURERS BY SHAPING A LEGISLATIVE AND REGULATORY ENVIRONMENT CONDUCIVE TO U.S. ECONOMIC GROWTH AND TO INCREASE UNDERSTANDING AMONG POLICYMAKERS, THE MEDIA, AND THE GENERAL PUBLIC ABOUT THE VITAL ROLE OF MANUFACTURING TO AMERICA'S ECONOMIC FUTURE AND LIVING STANDARDS. 226 225 203 225 62092 0 0 0 60873399 62720188 752748 715954 85462 67169 61711609 63503311 1403802 513588 0 0 35569653 37602285 0 0 0 25768101 24823611 62741556 62939484 -1029947 563827 69118060 71189514 73930624 74640492 -4812564 -3450978 X TO ENHANCE THE COMPETITIVENESS OF MANUFACTURERS BY SHAPING A LEGISLATIVE AND REGULATORY ENVIRONMENT CONDUCIVE TO U.S. ECONOMIC GROWTH AND TO INCREASE UNDERSTANDING AMONG POLICYMAKERS, THE MEDIA, AND THE GENERAL PUBLIC ABOUT THE VITAL ROLE OF MANUFACTURING TO AMERICA'S ECONOMIC FUTURE AND LIVING STANDARDS. 0 0 POLICY & EXTERNAL AFFAIRS DIVISION: REPRESENTS AND COORDINATES ASSOCIATION COMMITTEES, SUBCOMMITTEES, AND TASK FORCES ON REGULATORY AND LEGISLATIVE ISSUES. MARKETING & MEMBERSHIP DIVISION: RECRUITS AND RETAINS MEMBERS, COORDINATES MEMBER RELATIONS AT LOCAL AND NATIONAL LEVEL. HOLDS NUMEROUS MEETINGS. COMMUNICATION DIVISION: A CLEARINGHOUSE OF INFORMATION FOR MEMBERS, PUBLISHES NEWSLETTERS TO MEMBERS, AND MANAGES WEBSITE. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 98 0 1 203 1 1 1 0 0 0 1 1 0 1 0 X 226 225 1 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X DENZEL BLOUNT 2026373000 733 10TH STREET NW 700 WASHINGTON DC 20001 KATHRYN E WENGEL BOARD CHAIR 1.00 1.00 X X 0 0 0 BLAKE D MORET BOARD VICE CHAIR 1.00 0.00 X X 0 0 0 NEIL A CHAPMAN INTERNATIONAL POLICY VICE CHAIR 1.00 0.00 X X 0 0 0 JILLIAN C EVANKO ENERGY & RESOURCES POLICY VICE CHAIR 1.00 0.00 X X 0 0 0 DENISE C JOHNSON HEALTH CARE POLICY VICE CHAIR 1.00 0.00 X X 0 0 0 CHRIS NIELSEN TECHNOLOGY POLICY VICE CHAIR 1.00 1.00 X X 0 0 0 NICHOLAS T PINCHUK TAX & FINANCE POLICY VICE CHAIR 1.00 1.00 X X 0 0 0 KARL HUTTER SMM CHAIR 1.00 0.00 X X 0 0 0 AUSTIN RAMIREZ SMM VICE CHAIR 1.00 0.00 X X 0 0 0 DEV AHUJA EXECUTIVE COMMITTEE 1.00 0.00 X 0 0 0 DANIEL DWIGHT EXECUTIVE COMMITTEE 1.00 0.00 X 0 0 0 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SMM BOARD MEMBER 1.00 0.00 X 0 0 0 ALEX WRIGHT SMM BOARD MEMBER 1.00 0.00 X 0 0 0 JOE YANDA SMM BOARD MEMBER 1.00 0.00 X 0 0 0 JAY TIMMONS PRESIDENT & CEO 40.00 2.00 X X 3755222 0 1094465 TODD BOPPELL COO & TREASURER 40.00 1.00 X 660478 0 55651 LINDA KELLY CORPORATE SECRETARY 40.00 0.00 X 766970 0 74134 ERIN STREETER EXECUTIVE VP 40.00 0.00 X 947019 0 76434 JEFF PIERCE SVP, STRATEGIC DEVELOPMENT 40.00 0.00 X 787851 0 72487 ALYSSA SHOOSHAN SVP, MEMBERSHIP 40.00 0.00 X 626532 0 42158 ADRIA BROCKMAN VP, MEMBER/BOARD RELATIONS 40.00 0.00 X 482549 0 69142 CARRIE MACKMAN HIGHEST COMPENSATED EMPLOYEE 40.00 0.00 X 393713 0 41886 STEPHANIE WEBB HIGHEST COMPENSATED EMPLOYEE 40.00 0.00 X 379308 0 42121 CHRYS KEFALAS MVP, BRAND STRATEGY 40.00 0.00 X 366977 0 55891 JAMES HENNIGAN MVP, COMMS & PUBLIC AFFAIRS 40.00 0.00 X 364770 0 74063 NANCY RIEGLE FORMER SVP 0.00 0.00 X 227026 0 0 9758415 0 1698432 105 1 1 0 MARRIOTT MARCO ISLAND RESORT 400 SOUTH COLLIER BLVD MARCO ISLAND FL 34145 EVENT HOSTING 799379 ON SERVICES LLC 6779 CRESCENT DRIVE NORCROSS GA 30071 EVENT PRODUCTION 735659 MARRIOTT BUSINESS SVCS PO BOX 402642 ATLANTA GA 30384 EVENT HOSTING 734550 MAC PRODUCTIONS INC 242 PIKE STREET COVINGTON KY 41011 EVENT PRODUCTION 647217 LSKR INC 1076 MCLYNN AVENUE NE ATLANTA GA 30306 BRAND MARKETING CONSULTING 559354 58 MEMBERSHIP DUES& FEES 900099 52313094 52313094 ADVOCACY & LITIGATION ASSESSMENTS 900099 5167274 5167274 SPONSORSHIPS 900099 3961930 3961930 MEETINGS 900099 849927 849927 MEMBER PROGRAMS 900099 427963 365871 62092 62720188 715954 715954 OTHER INCOME 900099 49444 49444 REBATES 900099 17725 17725 67169 63503311 58696166 62092 4745053 513588 8889363 24052750 1042796 1565398 2051978 2167780 174197 5896426 428440 1715947 3880158 1657709 5680396 789575 198602 TAXES 878112 SUBSCRIPTIONS 768361 MISCELLANEOUS 244539 RECRUITMENT 158531 184838 62939484 0 2423109 8242470 9139136 2688753 1605477 745662 950168 14339219 8937451 5315715 5401768 18492272 20032937 1000000 1000000 32633188 30636919 69118060 71189514 8486017 9719356 22742562 25126751 42702045 39794385 73930624 74640492 X -8097912 -7065424 3285348 3614446 -4812564 -3450978 69118060 71189514 X 563827 1233038 -435279 X 0 1 X 1 0 0 0 1 52348683 8141686 -5702995 2438691 9184268 -1000000 -5745577 7626695 3636426 3990269 5339211 4756431 582780 1373313 544594 828719 5401768 OPERATING RIGHT-OF-USE ASSET 29210678 DEPOSITS 1426241 30636919 OPERATING LEASE LIABILITY 36417063 DEFERRED RETIREMENT 2822848 POST-RETIREMENT BENEFIT LIABILITY 554474 39794385 X PART X, LINE 2: THE ASSOCIATION REVIEWS AND ASSESSES ALL ACTIVITIES ANNUALLY TO IDENTIFY ANY CHANGES IN THE SCOPE OF THE ACTIVITIES AND REVENUE SOURCES AND THE TAX TREATMENT THEREOF TO IDENTIFY ANY UNCERTAINTY IN INCOME TAXES. FOR THE YEAR ENDED DECEMBER 31, 2025 AND 2024, MANAGEMENT DID NOT IDENTIFY ANY UNCERTAINTY IN INCOME TAXES REQUIRING RECOGNITION OR DISCLOSURE IN THESE CONSOLIDATED FINANCIAL STATEMENTS. IT IS THE ASSOCIATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAINTY IN INCOME TAXES, IF ANY, IN INCOME TAX OR INTEREST EXPENSE. THERE ARE CURRENTLY NO EXAMINATIONS PENDING OR IN PROGRESS REGARDING THE ASSOCIATION'S TAX RETURNS. 0 THE MANUFACTURING INSTITUTE 733 10TH STREET NW 700 WASHINGTON DC 20001 521073576 501(C)(3) 331000 0 GENERAL OPERATING SUPPORT TAX FOUNDATION PO BOX 15879 WASHINGTON DC 20003 521703065 501(C)(3) 40000 0 CONTRIBUTION TO ANNUAL AWARDS DINNER ALZHEIMER'S ASSOCIATION 355 S CLARK STREET 203 ARLINGTON VA 22202 133039601 501(C)(3) 25000 0 CONTRIBUTION TO ANNUAL GALA UNLEASH PROSPERITY NOW 1155 15TH STREET 525 WASHINGTON DC 20005 920339866 501(C)(4) 50000 0 GENERAL OPERATING SUPPORT MOUNT VERNON LADIES ASSOCIATION PO BOX 110 MOUNT VERNON VA 22121 540564701 501(C)(3) 6500 0 CONTRIBUTION TO ANNUAL DINNER WHITE HOUSE HISTORICAL ASSOCIATION 1610 H STREET NW WASHINGTON DC 20006 520749685 501(C)(3) 25000 0 GENERAL OPERATING SUPPORT 5 1 X X 1 1 X X X X X 1 1 0 JAY TIMMONS PRESIDENT & CEO 1744278 0 1827500 0 183444 0 1051500 0 42965 0 4849687 0 0 0 ERIN STREETER EXECUTIVE VP 714519 0 232500 0 0 0 28000 0 48434 0 1023453 0 0 0 JEFF PIERCE SVP, STRATEGIC DEVELOPMENT 298089 0 125000 0 364762 0 28000 0 44487 0 860338 0 0 0 LINDA KELLY CORPORATE SECRETARY 590470 0 176500 0 0 0 28000 0 46134 0 841104 0 0 0 TODD BOPPELL COO & TREASURER 495478 0 165000 0 0 0 28000 0 27651 0 716129 0 0 0 ALYSSA SHOOSHAN SVP, MEMBERSHIP 465032 0 160750 0 750 0 28000 0 14158 0 668690 0 0 0 ADRIA BROCKMAN VP, MEMBER/BOARD RELATIONS 268040 0 57278 0 157231 0 28000 0 41142 0 551691 0 0 0 JAMES HENNIGAN MVP, COMMS & PUBLIC AFFAIRS 300020 0 64750 0 0 0 28000 0 46063 0 438833 0 0 0 CARRIE MACKMAN HIGHEST COMPENSATED EMPLOYEE 147584 0 12000 0 234129 0 28000 0 13886 0 435599 0 0 0 CHRYS KEFALAS MVP, BRAND STRATEGY 289379 0 77598 0 0 0 28000 0 27891 0 422868 0 0 0 STEPHANIE WEBB HIGHEST COMPENSATED EMPLOYEE 317558 0 61750 0 0 0 28000 0 14121 0 421429 0 0 0 NANCY RIEGLE FORMER SVP 0 0 0 0 227026 0 0 0 0 0 227026 0 0 0 PART I, LINE 1A PER HIS EMPLOYMENT CONTRACT, THE CEO IS ENTITLED TO FIRST-CLASS TRAVEL (WHERE REASONABLE AND AVAILABLE) AND SOCIAL CLUB DUES. THESE BENEFITS ARE REPORTED AS TAXABLE COMPENSATION. PART I, LINES 4A-B LINE 4A, SEVERANCE: NANCY RIEGLE, $227,026 LINE 4B: SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN (457(F)) JAY TIMMONS, $1,000,000 FORM 990, PART VI, SECTION A, LINE 2 SINCE NAM'S BOARD HAS MORE THAN 200 MEMBERS REPRESENTING ALL TYPES OF MANUFACTURING FROM SMALL TO LARGE, WE ASSUME THAT DIRECTORS MAY HAVE FAMILY AND/OR BUSINESS RELATIONSHIPS WITH OTHER DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 THE NAM HAS THREE CLASSES OF MEMBERS: - MANUFACTURING MEMBERS: COMPANIES WITH MANUFACTURING OPERATIONS IN THE UNITED STATES - MANUFACTURING ASSOCIATIONS MEMBERS: GROUPS THAT REPRESENT ENTITIES ENGAGED IN MANUFACTURING IN THE UNITED STATES - COOPERATING MEMBERS: INCLUDE, BUT IS NOT LIMITED TO INDIVIDUALS, FIRMS, OR CORPORATIONS THAT ARE NON-MANUFACTURING WHO SPECIALIZE IN SERVICING LEGAL ENTITIES ELIGIBLE FOR MANUFACTURING MEMBERSHIP FORM 990, PART VI, SECTION A, LINE 7A THE DUES-PAYING MEMBERSHIP OF NAM HAVE THE RIGHT TO ELECT MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE NAM IRS FORM 990 WAS PREPARED BY THE NAM CONTROLLER AND IN CONSULTATION WITH OUR ACCOUNTING FIRM. DRAFTS WERE REVIEWED AND APPROVED BY THE NAM CHIEF OPERATING OFFICER. THE ISSUE OF APPROPRIATE BOARD REVIEW WAS ADDRESSED BY THE CHAIRMAN AND VICE CHAIRMAN OF THE NAM BOARD. THEIR REVIEW TOOK INTO CONSIDERATION THE GOAL OF DISCLOSURE AND OVERSIGHT BY THE GOVERNING BODY CONSISTENT WITH THE INTENT AND SPIRIT IMPLIED IN QUESTION 11. IT WAS DECIDED THAT BECAUSE THE NAM BOARD CONSISTS OF APPROXIMATELY 200 MEMBERS, AND THAT THE FINANCE COMMITTEE PURSUANT TO THE NAM BYLAWS IS CHARGED WITH EXERCISING GENERAL SUPERVISION OVER THE FINANCIAL AFFAIRS OF THE ASSOCIATION, THAT THE FINANCE COMMITTEE SHOULD AND WOULD REVIEW THE 990. ACCORDINGLY, THE NAM FINANCE COMMITTEE DID RECEIVE AND REVIEW COPIES OF THE FORM 990 AND ACCOMPANYING SCHEDULES BEFORE IT WAS FILED AND THEN REPORTED THAT IT HAD DONE SO TO THE FULL BOARD. HOWEVER, PURSUANT TO THE SPECIFIC INSTRUCTIONS FOR THIS QUESTION, THE NAM HAS ANSWERED "NO." FORM 990, PART VI, SECTION B, LINE 12C THE NAM DISTRIBUTES ITS CONFLICT-OF-INTEREST POLICY TO ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES ON AN ANNUAL BASIS AND REQUIRES THAT EACH COMPLETE AN ANNUAL DISCLOSURE FORM REPORTING ALL CONFLICTS AND POTENTIAL CONFLICTS. THE NAM HAS ALSO ESTABLISHED A CONFLICT-OF-INTEREST REPORTING PORTAL, ETHICS@NAM.ORG. COMPLIANCE WITH THE POLICY IS OVERSEEN BY THE AUDIT COMMITTEE OF THE NAM BOARD, WHICH RECEIVES REGULAR REPORTS ON COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 THE NAM'S COMPENSATION COMMITTEE, MADE UP OF BOARD MEMBERS, ANNUALLY DETERMINES THE CEO'S COMPENSATION. THE PROCESS INCLUDES REVIEWING DATA FROM OTHER LIKE ASSOCIATIONS, THIRD PARTY CONSULTANTS, AND OTHER INDUSTRY DATA. THE COMMITTEE SETS THE ANNUAL SALARY AND ANY BONUS COMPENSATION AND PROVIDES DOCUMENTATION OF THEIR DECISIONS. IN ADDITION TO THE ANNUAL PERFORMANCE APPRAISAL SYSTEM, OFFICERS' ANNUAL COMPENSATION IS APPROVED BY THE NAM COMPENSATION COMMITTEE. THE COMMITTEE REVIEWS DATA FROM VARIOUS SOURCES, INCLUDING OTHER LIKE ASSOCIATIONS, THIRD PARTY CONSULTANTS, AND OTHER INDUSTRY DATA. THIS DATA HELPS TO DETERMINE THE COMPENSATION AND THE COMMITTEE PROVIDES DOCUMENTATION OF THEIR DECISIONS. COMPENSATION FOR KEY EMPLOYEES IS REVIEWED BY AN INDEPENDENT THIRD PARTY. THE COMPENSATION CONSULTANT PROVIDES ITS CONCLUSIONS TO THE CEO, WHO MAKES RECOMMENDATIONS TO THE COMPENSATION COMMITTEE. THE COMMITTEE DELIBERATES AND APPROVES SALARIES FOR KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: PENSION SETTLEMENT CHARGE -435,279. THE MANUFACTURING INSTITUTE 733 10TH STREET NW NO 700 WASHINGTON DC 20001 521073576 PUBLIC CHARITY DC 501(C)(3) LINE 7 NAM 1 NAM POLITICAL ACTION COMMITTEE 733 10TH STREET NW NO 700 WASHINGTON DC 20001 POLITICAL DC 527 NAM 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 THE MANUFACTURING INSTITUTE B 331000 FMV THE MANUFACTURING INSTITUTE N 120000 FMV THE MANUFACTURING INSTITUTE O 4959793 FMV THE MANUFACTURING INSTITUTE Q 292365 FMV