2022-11-15T19:56:24-06:00 2021-12-31 202153727 SB & COMPANY LLC 10200 GRAND CENTRAL AVENUE SUITE 250 OWINGS MILLS MD 21117 990 2021-01-01 232341522 ORGANIC TRADE ASSOCIATION ORGA 2024038520 444 N CAPITOL ST NW 445A WASHINGTON DC 20001 TOM CHAPMAN CEO/ED 2024038520 2022-11-15 1 TOM CHAPMAN XXX-XX-XXXX PAMELA GRAY P01237506 4105840060 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z TOM CHAPMAN 444 N CAPITOL ST NW 445A WASHINGTON DC 20001 5359548 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 21 0 136100 0 4440394 5019336 402507 203474 635 638 90386 136100 4933922 5359548 0 0 0 0 2146975 2204130 0 0 580605 2300357 2379926 4447332 4584056 486590 775492 963858 1599389 1040771 900810 -76913 698579 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 3323088 MEMBERSHIP 3323088 0 1 1 0 0 0 0 0 0 1 0 0 0 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 32 0 1 21 1 0 0 0 0 0 0 0 0 X 15 15 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X LAURA BATCHA 2024038520 444 N CAPITOL ST NW SUITE 445A WASHINGTON DC 20001 KIM DIETZ PRESIDENT 5.00 X X 0 0 0 TRACY FAVRE DIRECTOR 3.00 X 0 0 0 PERRY CLUTTS 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 DIRECTOR 3.00 X 0 0 0 DAVID LIVELY DIRECTOR 3.00 X 0 0 0 BEN DIESL 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 PAUL SCHIEFER VICE PRESIDENT 5.00 X X 0 0 0 MICHAEL E MENES DIRECTOR 3.00 X 0 0 0 MATT DILLON DIRECTOR 3.00 X 0 0 0 JAMES SCULTHORPE DIRECTOR 3.00 X 0 0 0 JAVIER ZAMORA DIRECTOR 3.00 X 0 0 0 GWENDOLYN WARD VP OF REGULATOR AND TECHNICAL AFFAIRD 40.00 X 140226 0 0 LAURA BATCHA CEO & EXECUTIVE DIRECTOR 40.00 X 268178 0 0 408404 0 0 2 0 1 0 SUSTAINABLE STRATEGIES LLC 206 HARRIS AVENUE BEIALSBURG PA 16827 MAILING SERVICES 169096 MARCUM LLP 1899 L STREET NW WASHINGTON DC 20036 ACCOUNTING SERVICES 110377 2 2693759 1743208 582369 5019336 FEE FOR SERVICES 561000 100000 100000 SPECIAL EVENTS 561000 75386 75386 OTHER PRORGAM SERVICES 561000 28088 28088 203474 638 638 PUBLICATIONS & ADVERTI 541800 136100 136100 136100 5359548 203474 136100 638 2076662 1323872 389374 363416 72658 46320 13623 12715 54810 34941 10277 9592 23935 23609 326 108030 4000 104030 27798 7117 5 20676 31954 5764 24634 1556 184605 125748 30369 28488 159387 101609 29885 27893 74643 17687 56053 903 229 229 16353 10425 3066 2862 GRANT RELATED EXPENSES 1490134 1473821 8438 7875 ALL OTHER EXPENSES 109946 61046 9254 39646 PRINTING AND PUBLICATIO 93369 27673 755 64941 MEMBERSHIP SUPPORT SERV 59543 59456 45 42 4584056 3323088 680363 580605 594976 1192927 66366 119094 177681 116770 81904 107187 341823 301841 18664 39982 24267 23429 963858 1599389 545921 407346 491030 491208 3820 2256 1040771 900810 X -79126 685324 2213 13255 -76913 698579 963858 1599389 775492 0 X X 0 1 X 1 1 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED PART I-A, LINE 1: ORGANIC TRADE ASSOCIATION POLITICAL ACTION COMMITTEE ENCOURAGES THE INTEREST OF MEMBERS OF ORGANIC TRADE IN THE POLITICAL AND LEGISLATIVE PROCESS; PROMOTES THE ELECTION OF RESPONSIBLE, QUALIFIED CANDIDATE TO PUBLIC OFFICE, REGARDLESS OF POLITICAL AFFILIATION; SOLICITS VOLUNTARY CONTRIBUTIONS FROM THE RESTRICTED CLASS OF MEMBERS OF ORGANIC TRADE ASSOCIATION; ACCEPTS CONTRIBUTIONS FROM ANY LAWFUL SOURCE, INCLUDING OTHERS PACS AND TO MAKE EXPENDITURES AND CONTRIBUTIONS IN ACCORDANCE WITH THE FEC IN SUPPORT OF THE NOMINATION FOR ELECTION AND THE GENERAL ELECTION OF CANDIDATES FOR FEDERAL OFFICE THAT ARE DETERMINED TO BE IN GENERAL AGREEMENT WITH THE PURPOSES OF THE PAC. 6595 6595 0 335228 295246 39982 39982 LEASE LIABILITY 2256 2256 X 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, 2021, 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, 2021, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2018 THROUGH 2021 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 LAURA BATCHA CEO & EXECUTIVE DIRECTOR 268178 0 0 0 0 0 0 0 0 0 268178 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 VIOLET BATCHA (DAUGHTER OF LAURA BATCHA) - ASSOCIATE DIRECTOR OF COMMUNICATIONS (HIRED FULL-TIME IN OCTOBER 2021) 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 K 100000 COST COST