2024-11-15T11:51:08-06:00 2023-12-31 202153727 SB & COMPANY LLC 10200 GRAND CENTRAL AVENUE SUITE 250 OWINGS MILLS MD 21117 990 2023-01-01 232341522 ORGANIC TRADE ASSOCIATION ORGA 2024038520 444 N CAPITOL ST NW 445A WASHINGTON DC 20001 TOM CHAPMAN CEO/ED 2024038520 2024-11-12 1 0 PAMELA GRAY P01237506 4105840060 2023 2024-10-15 13:58:12Z TOM CHAPMAN 444 N CAPITOL ST NW 445A WASHINGTON DC 20001 5769801 0 X HTTPS://OTA.COM/ X 1985 DE OTA'S MISSION IS TO PROMOTE AND PROTECT ORGANIC WITH A UNIFYING VOICE THAT SERVES AND ENGAGES ITS DIVERSE MEMBERS FROM FARM TO MARKETPLACE. OTA'S VISION IS TO GROW ORGANIC TO ACHIEVE EXCELLENCE IN AGRICULTURE & COMMERCE, PROTECT THE ENVIRONMENT & ENHANCE COMMUNITY WELL-BEING. 15 15 17 0 511970 0 4807364 5253627 514044 486610 541 4204 107978 25360 5429927 5769801 0 0 0 0 2212302 2234002 0 0 103963 3696462 2918585 5908764 5152587 -478837 617214 1705177 2138692 1485435 1301736 219742 836956 OTA'S MISSION IS TO PROMOTE AND PROTECT ORGANIC WITH A UNIFYING VOICE THAT SERVES AND ENGAGES ITS DIVERSE MEMBERS FROM FARM TO MARKETPLACE. OTA'S VISION IS TO GROW ORGANIC TO ACHIEVE EXCELLENCE IN AGRICULTURE & COMMERCE, PROTECT THE ENVIRONMENT & ENHANCE COMMUNITY WELL-BEING. 0 0 3999745 MEMBERSHIP 3999745 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 30 0 1 17 1 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X TOM CHAPMAN 2024038520 444 N CAPITOL ST NW SUITE 445A WASHINGTON DC 20001 PAUL SCHIEFER DIRECTOR 5.00 X 0 0 0 TRACY FAVRE PRESIDENT 3.00 X X 0 0 0 ANN MARIE HOURIGAN DIRECTOR 3.00 X 0 0 0 BRITT LUNDGREN SECRETARY 5.00 X X 0 0 0 KELLEE JAMES DIRECTOR 3.00 X 0 0 0 DOUG CRABTREE DIRECTOR 3.00 X 0 0 0 ADAM WARTHESEN VICE PRESIDENT 3.00 X X 0 0 0 DAVID LIVELY DIRECTOR 3.00 X 0 0 0 DANIELLA VELAZQUEZ DE LEON DIRECTOR 3.00 X 0 0 0 BOB KAAKE DIRECTOR 3.00 X 0 0 0 DOMENIC BORRELLI TREASURER 5.00 X X 0 0 0 HEIDI DEISTEL DIRECTOR 5.00 X 0 0 0 MICHAEL E MENES DIRECTOR 3.00 X 0 0 0 MATTHEW DILLON DIRECTOR 3.00 X 0 0 0 EDWARD FISH DIRECTOR 3.00 X 0 0 0 TOM CHAPMAN CEO & EXECUTIVE DIRECTOR 40.00 X 231460 0 0 STEPHANIE JERGER VP OF OPERATIONS 40.00 X 127280 0 0 VIOLET BATCHA SR. DIRECTOR OF MARKETING AND COMMUNICATIONS 40.00 X 112639 0 0 PETER MIHALICK SR. DIRECTOR OF GOVERNMENT AFFAIRS 40.00 X 108337 0 0 579716 0 0 4 0 1 0 SUSTAINABLE STRATEGIES LLC 206 HARRIS AVENUE BOALSBURG PA 16827 MAILING SERVICES 169096 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 ACCOUNTING SERVICE 110377 2 2778974 2093511 381142 5253627 SPECIAL EVENTS 561000 307013 307013 FEE FOR SERVICES 561000 152804 152804 OTHER PRORGAM SERVICES 561000 26793 26793 486610 4204 4204 PUBLICATIONS & ADVERTI 541800 25360 25360 25360 5769801 0 511970 4204 2150962 1363925 787037 66037 41874 24163 17003 10782 6221 128806 84603 44203 39486 25038 14448 25477 16155 9322 206665 140986 63734 1945 152143 96474 55669 255406 243911 10003 1492 2058 1305 753 16622 10540 6082 GRANT RELATED EXPENSES 1808842 1808727 115 PRINTING AND PUBLICATIO 191135 91172 1637 98326 ALL OTHER EXPENSES 84322 56710 25412 2200 MEMBERSHIP SUPPORT SERV 7623 7543 80 5152587 3999745 1048879 103963 910423 1399398 153186 133764 84083 107898 33756 103581 277517 262896 30600 14621 493129 379430 1705177 2138692 597988 601222 338982 331705 548465 368809 1485435 1301736 X 200552 823712 19190 13244 219742 836956 1705177 2138692 617214 0 X X 0 1 X 1 1 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6595 6595 0 270922 256301 14621 14621 SECURITY DEPOSIT 19848 RIGHT OF USE 359582 379430 LEASE LIABILITY 368809 368809 X 5769801 0 5769801 0 5769801 5152587 0 5152587 0 5152587 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM THE PAYMENT OF TAXES ON INCOME OTHER THAN NET UNRELATED BUSINESS INCOME UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE (IRC), AND THE CENTER IS EXEMPT FROM THE PAYMENT OF TAXES ON INCOME OTHER THAN NET UNRELATED BUSINESS INCOME UNDER SECTION 501(C)(3) OF THE IRC. THE PROVISIONS INCLUDED IN ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ASSOCIATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE ACCOMPANYING FINANCIAL STATEMENTS OR WHICH MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2023, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2020 THROUGH 2023 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH OTA FILES TAX RETURNS. IT IS THE ASSOCIATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES FOR UNCERTAIN TAX POSITIONS, IF ANY, AS INCOME TAX EXPENSE IN THE CONSOLIDATED STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS. 0 0 0 TOM CHAPMAN CEO & EXECUTIVE DIRECTOR 231460 0 0 0 0 0 0 0 0 0 231460 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE OTA BOARD IS PRESENTED WITH THE OTA AND TOC 990'S EACH YEAR UPON THEIR COMPLETION, AT AN OTA BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST EVALUATIONS ARE PERFORMED ANNUALLY AND DOCUMENTED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION DETERMINATION IS MADE BY THE DIRECT SUPERVISORS AND THE CEO. THE OUTCOMES FOR COMPENSATION ADJUSTMENTS ARE DETERMINED BY PERFORMANCE APPRAISALS, JOB FUNCTIONS AND INCREASES THEREIN, AND BUDGET CONSIDERATIONS. FORM 990, PART VI, SECTION C, LINE 19 INTERESTED PERSONS WOULD CONTACT THE ASSOCIATION WHICH WOULD PROVIDE RELEVANT INFORMATION. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS AN AUDIT COMMITTEE. THE ORGANIC CENTER INC 444 N CAPITAL ST NW WASHINGTON DC 20001 020626006 RESEARCH VT 501(C)(3) LINE 10 ORGANIC TRADE ASSOCIATION 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 THE ORGANIC CENTER INC L 152804 COST