2026-06-08T12:15:33-05:00 2025-08-31 260004117 MCDIRMIT DAVIS LLC 1800 PEMBROOK DRIVE SUITE 170 ORLANDO FL 32810 990 2024-09-01 590580477 FLORIDA CITRUS MUTUAL INC FLOR 8636821111 600 N BROADWAY AVENUE BARTOW FL 33830 KEVIN KOPPELMAN PRESIDENT 8636821111 2026-06-08 1 0 MARIA NOVOTNY CPA P01037824 4078435406 2024 2025-03-06 01:10:19Z SAME AS C ABOVE KEVIN KOPPELMAN 555 45TH AVENUE VERO BEACH FL 32968 1906234 0 X WWW.FLCITRUSMUTUAL.COM X 1948 FL THE PRINCIPAL BUSINESS PURPOSE IS THE ASSEMBLY AND DISSEMINATION OF INFORMATION RELATING TO THE FLORIDA CITRUS INDUSTRY TO THE MEMBER-GROWERS FOR ASSISTANCE IN CULTIVATION, HANDLING & MARKETING OF THEIR FRUIT. 21 21 6 21 7900 0 208921 156971 1191931 1144589 425834 279048 165450 325626 1992136 1906234 0 0 0 0 621321 853044 0 0 0 1309613 1332864 1930934 2185908 61202 -279674 3251293 2945675 54949 29005 3196344 2916670 THE PRINCIPAL BUSINESS PURPOSE IS THE ASSEMBLY AND DISSEMINATION OF INFORMATION RELATING TO THE FLORIDA CITRUS INDUSTRY TO THE MEMBER-GROWERS FOR ASSISTANCE IN CULTIVATION, HANDLING & MARKETING OF THEIR FRUIT. 0 0 2059255 1462315 THE PRINCIPAL BUSINESS PURPOSE IS THE ASSEMBLY AND DISSEMINATION OF INFORMATION RELATING TO THE FLORIDA CITRUS INDUSTRY TO THE MEMBER-GROWERS FOR ASSISTANCE IN CULTIVATION, HANDLING & MARKETING OF THEIR FRUIT 2059255 0 1 0 1 0 0 0 0 0 1 1 0 0 0 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 0 0 1 8 0 1 6 1 1 1 0 0 0 0 0 0 0 X 21 21 0 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X KEVIN METHENY 8636821111 600 N BROADWAY AVE STE 101 BARTOW FL 33830 ANDREW S RUSSELL VP 2.00 X X 0 0 0 CHRISTIAN SPINOSA DIRECTOR 2.00 X 0 0 0 CORBY MYERS DIRECTOR 2.00 X 0 0 0 GLENN BECK VP 2.00 X X 0 0 0 JIM SNIVLEY SECRETARY 2.00 X X 0 0 0 JOHN P BARBEN DIRECTOR 5.00 X 0 0 0 KENNY DEVANE DIRECTOR 2.00 X 0 0 0 KEVIN KOPPELMAN PRESIDENT 2.00 X X 0 0 0 KYLE STORY PAST PRESIDENT 2.00 X 0 0 0 LARRY BLACK DIRECTOR 5.00 X 0 0 0 MARK WHEELER TREASURER 5.00 X X 0 0 0 NED HANCOCK DIRECTOR 2.00 X 0 0 0 PAUL MEADOR VP-SOUTHERN AREA 5.00 X X 0 0 0 RICHARD H FREEMAN VP-NORTHERN AREA 5.00 X X 0 0 0 TOM MITCHELL DIRECTOR 2.00 X 0 0 0 VC HOLLINGSWORTH DIRECTOR 2.00 X 0 0 0 VIRGINIA PENA DIRECTOR 2.00 X 0 0 0 WAYNE SIMMONS DIRECTOR 2.00 X 0 0 0 WESTON SORIA VP 2.00 X X 0 0 0 CHARLIE WILSON DIRECTOR 2.00 X 0 0 0 G MATT JOYNER CEO 50.00 X 240000 0 0 KEVIN METHENY ASST TREASURER/CONTROLLER 40.00 X 138454 0 0 TAMARA WOOD DIR OPERATIONS/STRATEGIC INITIATIVES 40.00 X 134000 0 0 512454 0 0 3 0 1 0 CORNERSTONE GOVERNMENT AFFAIRS 800 MAINE AVENUE SW WASHINGTON DC 20024 LEGAL 180975 AKIN GUMP STRAUSS HAUER & FELD LLP 1333 NEW HAMPSHIRE AVE NW WASHINGTON DC 20036 LEGAL 175129 2 156971 156971 INDUSTRY SERVICES 561499 457998 457998 ANNUAL CONFERENCE 561439 356601 356601 MEMBERSHIP ASSESSMENTS 900099 322090 322090 ADVERTISING INCOME 541800 7900 7900 1144589 279048 279048 241000 0 241000 241000 241000 MISCELLANEOUS 900003 84626 84626 84626 1906234 1462315 7900 279048 X 760194 674888 85306 39247 39247 3827 3827 49776 49776 233231 233231 22000 22000 45000 45000 442121 417864 24257 19081 19081 75726 68153 7573 62557 62557 255496 255496 21657 21657 POSTAGE 74487 70763 3724 REPAIRS AND MAINTENANCE 25257 20206 5051 MEETINGS 22004 22004 PUBLIC AFFAIRS 19410 19410 14837 14095 742 2185908 2059255 126653 0 63018 115022 63131 277877 156845 3768 10117 13640 198877 191003 25287 7874 2932895 2527494 3251293 2945675 54599 29005 350 54949 29005 X 3196344 2916670 3196344 2916670 3251293 2945675 -279674 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 678691 111000 111000 111000 12722 12720 2 124291 116420 7871 61864 61863 1 7874 MUTUAL FUNDS 2527494 F 2527494 X 1996456 90222 90222 1906234 0 1906234 2298178 111000 111000 2187178 -1270 -1270 2185908 PART X, LINE 2: THE ORGANIZATION HAS ADOPTED THE APPLICATION OF THE UNCERTAIN TAX POSITION PROVISIONS OF FASB ASC 740, INCOME TAXES. THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS USING THE PROVISIONS OF FASB ASC 450, CONTINGENCIES. ACCORDINGLY, A LOSS CONTINGENCY IS RECOGNIZED WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION OR FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. AS OF AUGUST 31, 2025 AND 2024, THERE WERE NO UNCERTAIN TAX POSITIONS IDENTIFIED. THE ORGANIZATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND STATE OF FLORIDA. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE AUGUST 31, 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: PAC REVENUE 90,222. PART XII, LINE 2D - OTHER ADJUSTMENTS: PAC EXPENSES 111,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: OTHER ADJUSTMENTS -1,270. X X 0 0 0 G MATT JOYNER CEO 240000 0 0 0 0 0 0 0 0 0 240000 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION RESTATED ITS BY-LAWS TO REVISE CERTAIN MATTERS REGARDING MEETINGS OF ITS BOARD OF DIRECTORS AND ALSO TO ALLOW FOR ELECTRONIC VOTING ON ORGANIZATION MATTERS BY ITS BOARD OF DIRECTORS; RESTATED BY-LAWS WERE ADOPTED AND APPROVED ON JUNE 12, 2024. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION WAS FORMED AS A NON-STOCK ASSOCIATION WITH MEMBERS. THE MEMBERS ARE BUSINESSES WITHIN THE CITRUS INDUSTRY AND PAY A NOMINAL JOINING MEMBERSHIP FEE AND ANNUAL MEMBERSHIP FEES BASED ON THEIR INDIVIDUAL PRODUCTION. THE MEMBERS ELECT REPRESENTATIVES FROM THE MEMBERSHIP GROUP TO SERVE ON THE BOARD THAT SERVES AS THE GOVERNING BODY. THE MEMBERS APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY AND WOULD SHARE IN THE ORGANIZATION'S NET ASSETS UPON THE ORGANIZATION'S DISOLUTION. THE MEMBERS DO NOT RECEIVE A SHARE OF THE ORGANIZATION'S PROFITS OR EXCESS DUES. FORM 990, PART VI, SECTION A, LINE 7A THERE IS ONLY ONE CLASS OF MEMBER AND THEY VOTE ANNUALLY FOR THEIR REPRESENTATIVES THAT SERVE ON THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION REVIEWS A DRAFT OF THE FORM 990 DURING A BOARD MEETING BEFORE FILING THE TAX RETURN FORM 990, PART VI, SECTION B, LINE 12C ANY CONFLICTS OF INTEREST ARE ANNUALLY DISCLOSED OR UPDATED TO THE PRESIDENT OF THE BOARD OF DIRECTORS. FOR EACH INTEREST DISCLOSED TO THE PRESIDENT OF THE BOARD OF DIRECTORS, THE PRESIDENT DETERMINES WHETHER TO: (A) TAKE NO ACTION, (B) ASSURE FULL DISCLOSURE TO THE BOARD OF DIRECTORS AND OTHER INDIVIDUALS COVERED BY THIS POLICY, (C) ASK THE PERSON TO RECUSE FROM PARTICIPATION IN RELATED DISCUSSIONS OR DECISIONS WITHIN THE ORGANIZATION OR (D) ASK THE PERSON TO RESIGN FROM HIS OR HER POSITION IN THE ORGANIZATION OR, IF THE PERSON REFUSES TO RESIGN, BECOME SUBJECT TO POSSIBLE REMOVAL IN ACCORDANCE WITH THE ORGANIZATION'S REMOVAL PROCEDUES. THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER WILL MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DISCLOSE THEM TO THE PRESIDENT OF THE BOARD OF DIRECTORS IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION HAS OCCURRED FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S CEO OFFICERS AND KEY EMPLOYEES INCLUDES ALL OF THESE ELEMENTS: (1) REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS OR EXECUTIVE COMMITTEE OF THE ORGANIZATION; (2) USE OF DATA AS TO COMPARABLE COMPENSATION; AND (3) CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THESE DOCUMENTS ARE PUBLISHED IN DECEMBER OF EACH YEAR IN "TRIANGLE" FORM 990, PART IX, LINE 11G OTHER CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 417,864. MANAGEMENT AND GENERAL EXPENSES 24,257. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 442,121. FORM 990, PART XII, LINE 2C NO CHANGES IN PROCESS FROM PRIOR YEAR