Company Organization Survey - Enterprise Statistics Program (ESP)

2014 Report of Organization

1) Which of the following best describes the primary activity of this enterprise in 2014?

⃝ Tax-exempt or nonprofit → go to page 2

⃝ Government → go to page 2

⃝ Finance, insurance, real estate, or holding company → go to page 3

⃝ Employment services (such as temporary help services and professional employer organizations) → go to page 4

⃝ Health care or social services (for-profit only) → go to page 5

⃝ Wholesale or retail trade → go to page 6

⃝ Manufacturing → go to page 7

⃝ All other activities or more than one primary activity → specify, then go to page 7

Tax-exempt, nonprofit, and government entities

2) In 2014, what was this company’s total revenue from establishments located in the United States?

• Consolidate for all subsidiary establishments and enterprises located in the United States[./, including:

Split-mail Company Division A

Split-mail Company Division B]

• Include all types of revenue such as: program service revenue; net patient revenue less contractual allowances; merchandise sold; gross contributions, gifts, appropriations, and grants regardless of restrictions; member dues and assessments; revenue from fundraising activities; gross interest, rents, and royalties; dividends; net gains (losses); and other income.

• Include sales to foreign parents, foreign subsidiaries, and foreign affiliates.

• Include revenue from discontinued operations.

• Exclude taxes collected and domestic intracompany sales.

$ ,000.00

Finance, insurance, real estate, and holding companies

2) In 2014, what was this company’s total revenue from establishments and assets located in the United States?

• Consolidate for all subsidiary establishments and enterprises located in the United States[./, including:

Split-mail Company Division A

Split-mail Company Division B]

• Include fees and commissions; gross interest, rents, and royalties; dividends; net gains (losses); and other income.

• Include sales to foreign parents, foreign subsidiaries, and foreign affiliates.

• Include revenue from discontinued operations.

• Exclude taxes collected and domestic intracompany sales.

$ ,000.00

Employment service companies

2) In 2014, what was this company’s operating revenue from establishments located in the United States?

• Consolidate for all subsidiary establishments and enterprises located in the United States[./, including:

Split-mail Company Division A

Split-mail Company Division B]

• Include gross wages billed for clients’ worksite employees regardless of location.

• Include sales to foreign parents, foreign subsidiaries, and foreign affiliates.

• Include revenue from discontinued operations.

• Exclude taxes collected, domestic intracompany sales, and nonoperating revenue such as interest, rents, royalties, dividends, net gains (losses), and other investment income.

$ ,000.00

Health care and social services companies (for-profit only)

2) In 2014, what was this company’s operating revenue from establishments located in the United States?

• Consolidate for all subsidiary establishments and enterprises located in the United States[./, including:

Split-mail Company Division A

Split-mail Company Division B]

• Include net patient revenue less contractual allowances.

• Include sales to foreign parents, foreign subsidiaries, and foreign affiliates.

• Include revenue from discontinued operations.

• Exclude taxes collected, domestic intracompany sales, and nonoperating revenue such as interest, rents, royalties, dividends, net gains (losses), and other investment income.

$ ,000.00

Wholesale and retail trade companies

2) In 2014, what was this company’s operating revenue or net sales from establishments located in the United States?

• Consolidate for all subsidiary establishments and enterprises located in the United States[./, including:

Split-mail Company Division A

Split-mail Company Division B]

• Include gross selling value of business conducted for others.

• Include sales to foreign parents, foreign subsidiaries, and foreign affiliates.

• Include revenue from discontinued operations.

• Exclude taxes collected, domestic intracompany sales, and nonoperating revenue such as interest, rents, royalties, dividends, net gains (losses), and other investment income.

$ ,000.00

2) In 2014, what was this company’s operating revenue or net sales from establishments located in the United States?

• Consolidate for all subsidiary establishments and enterprises located in the United States[./, including:

Split-mail Company Division A

Split-mail Company Division B]

• Include sales to foreign parents, foreign subsidiaries, and foreign affiliates.

• Include revenue from discontinued operations.

• Exclude taxes collected, domestic intracompany sales, and nonoperating revenue such as interest, rents, royalties, dividends, net gains (losses), and other investment income.

$ ,000.00

“Intellectual property” (IP) includes property implicitly or explicitly protected by copyright laws and industrial property laws (e.g., inventions, industrial designs, integrated circuit topography, trade secrets, trademarks).

3) In 2014, did this company or its affiliates or subsidiaries worldwide own, lease, or control any intellectual property (IP)?

⃝ Yes → go to page 9
⃝ No → go to page 10

4) In 2014, what was this company’s revenue at U.S. locations from royalties and license fees for rights to use intellectual property (IP)?

• Consolidate for all subsidiary establishments and enterprises located in the United States[./, including:

Split-mail Company Division A

Split-mail Company Division B]

• Include revenue received from foreign parents, foreign subsidiaries, and foreign affiliates.

• Exclude the outright sale of intellectual property and end-use licenses for software.

• “Intellectual property” (IP) includes property implicitly or explicitly protected by copyright laws and industrial property laws (e.g., inventions, industrial designs, integrated circuit topography, trade secrets, trademarks).

• “Rights to use” include rights to broadcast, publish, reproduce, record, modify, incorporate, distribute, or rent for an agreed period of time, manner, and place.

a) Licensing of rights to reproduce, distribute, modify, or incorporate
computer software protected by copyright (excluding
end-use licenses) $ ,000.00

b) Licensing of rights to use intellectual property protected by
copyright, except rights to use, reproduce, distribute, modify,
or incorporate computer software $ ,000.00

c) Franchising (include bundled rights to use intellectual property) $ ,000.00

d) Licensing of rights to use intellectual property protected by patent $ ,000.00

e) Licensing of rights to use intellectual property protected by
trademark (include merchandise licensing) $ ,000.00

f) Licensing and rights to use intellectual property protected as
industrial property except by patents and trademarks
(include licenses to use industrial designs, integrated
circuit topographies, and plant breeders’ rights) $ ,000.00

g) Royalties for rights to explore for or exploit natural resources $ ,000.00

h) Other revenue in 2014 at U.S. locations from royalties and license
fees for rights to use intellectual property $ ,000.00

Specify:

i) Total revenue in 2014 at U.S. locations from royalties and
license fees for rights to use intellectual property $ ,000.00

5a) In 2014, what were this company's operating expenses for establishments located in the United States?

• Consolidate for all subsidiary establishments and enterprises located in the United States[./, including:

Split-mail Company Division A

Split-mail Company Division B]

$ ,000.00

5b) In 2014, what percent of the expenses reported in 5a were purchased from foreign sources, including foreign parents, foreign subsidiaries, and foreign affiliates?

⃝ 0%

⃝ 1%-24%

⃝ 25%-49%

⃝ 50%-74%

⃝ 75%-99%

⃝ 100%

(Estimates are acceptable.)

“Intellectual property” (IP) includes property implicitly or explicitly protected by copyright laws and industrial property laws (e.g., inventions, industrial designs, integrated circuit topography, trade secrets, trademarks).

6) In 2014, what was the total cost of goods sold by this company’s establishments located in the United States (including exports from U.S. establishments)?

• Consolidate for all subsidiary establishments and enterprises located in the United States[./, including:

Split-mail Company Division A

Split-mail Company Division B]

• Include cost of goods sold to foreign parents, foreign subsidiaries, and foreign affiliates.

$ ,000.00

7) In 2014, did this company sell goods at U.S. locations that incorporated intellectual property (IP) owned, leased, or controlled by this company or its affiliates or subsidiaries worldwide?

⃝ Yes → go to page 12
⃝ No → go to page 13

“Intellectual property” (IP) includes property implicitly or explicitly protected by copyright laws and industrial property laws (e.g., inventions, industrial designs, integrated circuit topography, trade secrets, trademarks).

8a) In 2014, what was the cost of goods sold by this company’s establishments located in the United States (including exports from U.S. establishments) for goods that incorporated intellectual property (IP) owned, leased, or controlled by this company or its affiliates or subsidiaries worldwide?

• Consolidate for all subsidiary establishments and enterprises located in the United States[./, including:

Split-mail Company Division A

Split-mail Company Division B]

• Include cost of goods sold to foreign parents, foreign subsidiaries, and foreign affiliates.

$ ,000.00

8b) In 2014, what percent of the cost reported in 8a was from expenses for…

(These percentages should sum to 100.)

…manufacturing at locations owned by your company inside the U.S.? %

…manufacturing at locations owned by your company outside the U.S.? %

…manufacturing services provided by other companies inside the U.S.? %

…manufacturing services provided by other companies outside the U.S.? %
________________

100%

(Estimates are acceptable.)

“Intellectual property” (IP) includes property implicitly or explicitly protected by copyright laws and industrial property laws (e.g., inventions, industrial designs, integrated circuit topography, trade secrets, trademarks).

• Exclude cost of packaging.

8c) In 2014, for manufacturing that was completed at locations outside the U.S. (whether owned by your company or not) did the final goods incorporate…

…materials your company purchased inside the U.S. and then shipped to the manufacturer

outside the U.S.?

⃝ Yes
⃝ No

…materials your company purchased outside the U.S. and then shipped directly to a manufacturer

outside the U.S.?

⃝ Yes
⃝ No

“Intellectual property” (IP) includes property implicitly or explicitly protected by copyright laws and industrial property laws (e.g., inventions, industrial designs, integrated circuit topography, trade secrets, trademarks).

9) In 2014, did this company completely or partially manufacture goods at U.S. locations for other companies incorporating their intellectual property (IP)?

⃝ Yes → go to page 15
⃝ No → go to page 16

“Intellectual property” (IP) includes property implicitly or explicitly protected by copyright laws and industrial property laws (e.g., inventions, industrial designs, integrated circuit topography, trade secrets, trademarks).

10) In 2014, what percent of this company’s operating revenue at U.S. locations was from completely or partially manufacturing goods for other companies incorporating their intellectual property (IP)?

⃝ 0%

⃝ 1%-24%

⃝ 25%-49%

⃝ 50%-74%

⃝ 75%-99%

⃝ 100%

(Estimates are acceptable.)

Thank you for completing the 2014 Report of Organization.

Alternative Questions 8a and 8b

“Intellectual property” (IP) includes property implicitly or explicitly protected by copyright laws and industrial property laws (e.g., inventions, industrial designs, integrated circuit topography, trade secrets, trademarks).

8a) In 2014, what was the cost of goods sold by this company’s establishments located in the United States (including exports from U.S. establishments) for goods that incorporated intellectual property (IP) owned, leased, or controlled by this company or its affiliates or subsidiaries worldwide?

• Consolidate for all subsidiary establishments and enterprises located in the United States

• Include cost of goods sold to foreign parents, foreign subsidiaries, and foreign affiliates.

$ ,000.00

8b) In 2014, what percent of the cost reported in 8a was from expenses for…

(These percentages should sum to 100.)

…manufacturing at locations owned by your company inside the U.S.?

⃝ 0%

⃝ 1%-24%

⃝ 25%-49%

⃝ 50%-74%

⃝ 75%-99%

⃝ 100%

…manufacturing at locations owned by your company outside the U.S.?

⃝ 0%

⃝ 1%-24%

⃝ 25%-49%

⃝ 50%-74%

⃝ 75%-99%

⃝ 100%

…manufacturing services provided by other companies inside the U.S.?

⃝ 0%

⃝ 1%-24%

⃝ 25%-49%

⃝ 50%-74%

⃝ 75%-99%

⃝ 100%

…manufacturing services provided by other companies outside the U.S.?

⃝ 0%

⃝ 1%-24%

⃝ 25%-49%

⃝ 50%-74%

⃝ 75%-99%

⃝ 100%

(Estimates are acceptable.)

Page 22 Rev. 5/7/2015