2021-10-27T12:29:01-05:00 2020-12-31 420714325 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2020-01-01 510109583 PRODUCE MARKETING ASSOCIATION INC PROD 3027387100 1500 CASHO MILL RD NEWARK DE 19711 YVONNE BULL CHIEF FINANCIAL OFFICER 3027387100 2021-10-27 1 YVONNE BULL 999009999 ELIZABETH W HELLER P00397829 2022932200 2021-10-27 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z CATHERINE BURNS 1500 CASHO MILL RD NEWARK DE 19711 12816207 0 X WWW.PMA.COM X 1949 DE TO CONNECT, TO INFORM, AND TO DELIVER BUSINESS SOLUTIONS THAT ENHANCE MEMBERS' PROSPERITY." WE DO THIS THROUGH THREE VEHICLES - PRODUCTS, EVENTS, AND SERVICES. WE OFFER A SMALL PRODUCT LINE THAT INCLUDES TRAINING MODULES FOR EMPLOYEES TO GUIDES THAT HELP OUR MEMBERS DO THEIR DAY TO DAY JOBS. OUR EVENTS OFFER EDUCATIONAL OFFERINGS THAT INCLUDE THE ENTIRE SUPPLY CHAIN WHICH INCLUDES AN EXPOSITION COMPONENT SO THAT OUR MEMBERS CAN SHOWCASE THEIR PRODUCTS AND SERVICES WHILE MAKING NEW CONTACTS IN THE INDUSTRY. WE OFFER SERVICES SUCH AS OUR INFORMATION RESOURCES CENTER THAT ALLOWS OUR MEMBERS TO CONTACT US AND GET ANSWERS TO VARIOUS QUESTIONS. 46 46 110 585 0 0 0 0 26241203 10063039 465638 271730 37835 52478 26744676 10387247 300000 300000 0 0 12415961 10626116 0 0 0 11459001 6273502 24174962 17199618 2569714 -6812371 29995371 26511100 9847763 12728154 20147608 13782946 X "TO CONNECT, TO INFORM, AND TO DELIVER BUSINESS SOLUTIONS THAT ENHANCE MEMBERS' PROSPERITY". WE DO THIS THROUGH THREE VEHICLES - PRODUCTS, EVENTS AND SERVICES. WE OFFER A SMALL PRODUCT LINE THAT INCLUDES TRAINING MODULES FOR EMPLOYEES TO GUIDES THAT HELP OUR MEMBERS DO THEIR DAY TO DAY JOBS. OUR EVENTS OFFER EDUCATIONAL OFFERINGS THAT INCLUDE THE ENTIRE SUPPLY CHAIN WHICH INCLUDES AN EXPOSITION COMPONENT SO THAT OUR MEMBERS CAN SHOWCASE THEIR PRODUCTS AND SERVICES WHILE MAKING NEW CONTACTS IN THE INDUSTRY. WE OFFER SERVICES SUCH AS OUR INFORMATION RESOURCE CENTER THAT ALLOWS OUR MEMBERS TO CONTACT US AND GET ANSWERS TO VARIOUS QUESTIONS. 0 1 FRESH SUMMIT - 10,000 ATTENDEES FRESH SUMMIT'S MAIN OBJECTIVE IS TO INCREASE GLOBAL PRODUCE AND FLORAL CONSUMPTION BY CREATING A COMMUNITY OF NEW IDEAS AND NEW CONNECTIONS. FRESH SUMMIT CONNECTS GLOBAL SUPPLY CHAIN PARTNERS, INFORMING THEM OF THE LATEST IN CONSUMER, BUSINESS, AND INDUSTRY TRENDS, AND PROVIDING A FORUM TO DEVELOP BUSINESS SOLUTIONS. DUE TO THE GLOBAL PANDEMIC, COVID-19, FRESH SUMMIT WILL TAKE THE FORM OF A FULLY VIRTUAL EVENT IN 2020. IN ADDITION, FRESH SUMMIT WILL PROVIDE AMPLE OPPORTUNITIES TO PROMOTE YEAR-ROUND VALUE OF PMA THROUGH CROSS-PROMOTIONS, PRODUCTS AND SERVICES SALES AS WELL AS PR. EDUCATIONAL VALUE WILL BE THREADED THROUGHOUT THE ENTIRE EVENT INCLUDING THE EXPOSITION, EDUCATIONAL WORKSHOPS AND GENERAL SESSIONS, AND VIRTUAL TOURS. EDUCATION AND VALUE DELIVERY SHOULD FOCUS ON CURRENT ISSUES AFFECTING THE PRODUCE INDUSTRY, CHARTING THE FUTURE FOR THE INDUSTRY, MERCHANDISING TECHNIQUES TO INCREASE CONSUMPTION, INTEGRATING THE SUPPLY CHAIN, AND UNIQUE CUTTING-EDGE MARKETING CONCEPTS, AS WELL AS INTRODUCTION OF THE NEWEST PRODUCTS, SERVICES AND IDEAS AVAILABLE. FRESH SUMMIT WILL DELIVER IMMEDIATE APPLICABLE VALUE INCLUDING BUT NOT LIMITED TO CUSTOMIZED PROGRAMS, VIRTUAL TOURS, ONLINE EXHIBIT OPPORTUNITIES, NETWORKING OPPORTUNITIES, DEMONSTRATIONS, AND CONTESTS. BY DELIVERING EXCEPTIONAL VALUE, MEETING MEMBER NEEDS, AND OFFERING IMPLEMENTABLE SOLUTIONS, FRESH SUMMIT WILL CONTINUE TO PROVIDE AN AVENUE TO INCREASE MEMBERSHIP RECRUITMENT AND RETENTION. MEMBER RELATIONS - 3000 COMPANY MEMBERS PMA, AS A VERTICALLY INTEGRATED INTERNATIONAL TRADE ASSOCIATION HAS A VERY DIVERSE MEMBERSHIP BASE WITH MEMBERS REPRESENTING 46 DIFFERENT COUNTRIES AROUND THE WORLD AND ALL SEGMENTS OF THE SUPPLY CHAIN. FOOD SERVICE DELIVERED - 2,600+ ATTENDEES FOODSERVICE DELIVERED IS PMA'S FIRST-EVER VIRTUAL CONFERENCE, CREATED DUE TO COVID-19 TO PROVIDE ACCESS TO IMPORTANT INDUSTRY INFORMATION AND OPPORTUNITIES TO CONNECT TO GROW MEMBERS' PROSPERITY. FOODSERVICE DELIVERED ASPIRES TO BE AN EVENT FOR THE BROADER FOODSERVICE INDUSTRY. IN 2020, MANY FOODSERVICE OPERATORS, DISTRIBUTORS, AND GROWERS' BUSINESSES HAVE BEEN LEFT IN A CRITICAL STATE, SO FOODSERVICE: DELIVERED IS OFFERED COMPLIMENTARY TO PROVIDE ACCESS TO BUSINESS CONNECTIONS AND ENGAGEMENT WITH IMPORTANT INDUSTRY TOPICS TO MOVE THE INDUSTRY FORWARD. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 39 0 1 110 1 0 0 0 0 1 1 0 0 0 X 46 46 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X THE ASSOCIATION 3027387100 1500 CASHO MILL RD NEWARK DE 19711 CATHERINE BURNS CHIEF EXECUTIVE OFFICER 30.00 10.00 X 627818 209273 31355 YVONNE BULL CHIEF FINANCIAL OFFICER 30.00 10.00 X 210421 70141 30024 LAUREN M SCOTT CHIEF MARKETING OFFICER 35.00 5.00 X 218756 31251 20219 MAXIM TEPLITSKI CHIEF SCIENCE OFFICER 35.00 5.00 X 195514 27930 9219 DANIEL STARK CHIEF CONTENT OFFICER 35.00 5.00 X 184933 26419 16091 DOUGLAS BOHR EXECUTIVE DIRECTOR, CGT 10.00 30.00 X 46469 139407 16477 TREVOR SUSLOW VP, SCIENCE AND SAFETY 35.00 5.00 X 233966 33423 9488 EDMUND TREACY VP, SUPPLY CHAIN EFFICIENCIES 35.00 5.00 X 198974 28425 16238 VONNIE ESTES VP, TECHNOLOGY 35.00 5.00 X 181966 25996 3094 ANTHONY BARBIERI VP, SALES, EVENTS & PROGRAMS 35.00 5.00 X 176328 25190 20939 NANCY TUCKER VP 35.00 5.00 X 143836 20548 29454 DWIGHT FERGUSON CHAIR 1.00 X X 0 0 0 LAURA HIMES CHAIR-ELECT 1.00 X X 0 0 0 DAVID MARGULEAS ADVISOR TO EC 1.00 X X 0 0 0 DOUG GRANT SECRETARY-TREASURER 1.00 X X 0 0 0 JACOB KREMPEL VICE CHAIR 1.00 X X 0 0 0 RUTH MCLENNAN VICE CHAIR 1.00 X 0 0 0 JOE DON ZETZSCHE PAST CHAIR 1.00 X X 0 0 0 LEONARD BATTI CGTBYPMA CHAIR 1.00 1.00 X 0 0 0 KATIE DE VILLIERS PMA AUSTRALIA-NEW ZEALAND CHAIR 1.00 X 0 0 0 ALAN AGUIRRE DIRECTOR 1.00 X 0 0 0 JOE ANGE DIRECTOR 1.00 X 0 0 0 AMELIE AUST DIRECTOR 1.00 X 0 0 0 MAGGIE BEZART HALL DIRECTOR 1.00 X 0 0 0 GIAMPAOLO BUSO DIRECTOR 1.00 X 0 0 0 JIM BRYON DIRECTOR 1.00 X 0 0 0 TATIANA CASTRO PEREZ DIRECTOR 1.00 X 0 0 0 ADAM COOPER DIRECTOR 1.00 X 0 0 0 LISA CORK DIRECTOR 1.00 X 0 0 0 CHRISTIAN CORSSEN DIRECTOR 1.00 X 0 0 0 NIKKI COSSIO DIRECTOR 1.00 X 0 0 0 MARTY CRANER DIRECTOR 1.00 1.00 X 0 0 0 ADRIELLE DANKIER DIRECTOR 1.00 X 0 0 0 TREVOR DUKES DIRECTOR 1.00 X 0 0 0 KAREN FERNALD DIRECTOR 1.00 X 0 0 0 AMY GATES DIRECTOR 1.00 X 0 0 0 ERIC LI DIRECTOR 1.00 X 0 0 0 JENNY MALONEY DIRECTOR 1.00 X 0 0 0 DAN MATHIESON DIRECTOR 1.00 X 0 0 0 ELIZABETH NARDI DIRECTOR 1.00 X 0 0 0 JULIET OLIVARRIA DIRECTOR 1.00 X 0 0 0 SCOT OLSON DIRECTOR 1.00 X 0 0 0 CARLOS ORAMAS DIRECTOR 1.00 X 0 0 0 MARC OSHIMA DIRECTOR 1.00 X 0 0 0 JIM RICHTER DIRECTOR 1.00 X 0 0 0 ROBERTO SALAZAR PEREZ DIRECTOR 1.00 X 0 0 0 DON SANDERSON DIRECTOR 1.00 X 0 0 0 ANGELA SANTIAGO DIRECTOR 1.00 X 0 0 0 READE SIEVERT DIRECTOR 1.00 X 0 0 0 MICHAEL SIMONETTA DIRECTOR 1.00 X 0 0 0 DEBORA STEIER DIRECTOR 1.00 X 0 0 0 WYARD STOMP DIRECTOR 1.00 X 0 0 0 DAN SUN DIRECTOR 1.00 X 0 0 0 TED TAYLOR DIRECTOR 1.00 X 0 0 0 PATRICK VIZZONE DIRECTOR 1.00 X 0 0 0 LIU MAU WAH DIRECTOR 1.00 X 0 0 0 GARY YORK DIRECTOR 1.00 X 0 0 0 2418981 638003 202598 29 0 1 0 COLLIDE AGENCY INC 3511 WEST 6TH ST 2ND FLOOR 202 LOS ANGELES CA 90020 CREATIVE ASSET DESIGN, CONSULTATIVE SERV 456142 PSAV AUDIO VISUAL SERVICES GROUP INC 23918 NETWORK PLACE CHICAGO IL 606731239 AUDIO VISUAL SERVICES 331811 CORNERSTONE GOVERNMENT AFFAIRS INC 800 MAINE AVE SW 7TH FLOOR WASHINGTON DC 20024 LEGAL CONSULTATION 240677 SPROUTHOUSE LLC 105 VENTURA AVE BIRMINGHAM AL 35201 PUBLIC RELATIONS 220794 FREHNER-JENS LLC 700 COMMERCE DRIVE SUITE 500 OAK BROOK IL 60523 CONSULTATIVE SERVICES 200895 11 MEMBERSHIP DUES 900099 5174239 5174239 FRESH SUMMIT 900099 3988196 3988196 CONFERENCES & SEMINARS 900099 888206 888206 SUBSCRIPTION FEES 900099 12398 12398 10063039 380477 380477 88784 88784 2280327 2389074 -108747 -108747 -108747 3580 39886 -36306 -36306 10387247 10026733 0 360514 X 300000 1579983 7197566 263776 965260 619531 16538 40909 241677 2399435 275833 107321 165348 141149 283471 793076 260029 94516 RESEARCH 520407 EQUIPMENT RENTAL & MAIN 213216 PRINTING & PUBLICATIONS 211551 SUBSCRIPTIONS/BOOKS/TAP 196671 312355 17199618 300 300 12466057 8870948 420155 384146 39886 0 718625 580306 8073066 6702692 1447890 1370374 13693504 13919194 1208954 1385832 29995371 26511100 1979903 2285094 5969432 9057228 1898428 1385832 9847763 12728154 X 20147608 13782946 20147608 13782946 29995371 26511100 -6812371 447709 0 X 0 1 X 1 0 0 0 1 5174239 241877 94057 335934 155227 180707 152902 152902 3991607 2899950 1091657 3928557 3802742 125815 1370374 ASSETS HELD FOR DEFERRED COMPENSATION 1385832 1385832 457 PLAN LIABILITY 1385832 1385832 10874842 447709 39886 487595 10387247 0 10387247 17239504 39886 39886 17199618 0 17199618 PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 39,886. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 39,886. NORTH AMERICA 0 0 PROGRAM SERVICE ACTIVITIES FRESH CONNECTIONS EVENT, INDUSTRY RELATED EDUCATION, NETWORKING 15876 SOUTH AMERICA 0 0 PROGRAM SERVICE ACTIVITIES FRESH CONNECTIONS EVENT, INDUSTRY RELATED EDUCATION, NETWORKING 11351 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICE ACTIVITIES FRESH CONNECTIONS EVENT, INDUSTRY RELATED EDUCATION, NETWORKING 36583 EUROPE (INCLUDING ICELAND & GREENLAND) 1 1 PROGRAM SERVICE ACTIVITIES OFFICE SUPPORTING MEMBER INQUIRIES AND MEETINGS 94602 0 1 0 0 0 1 158412 0 158412 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 0 CENTER FOR GROWING TALENT BY PMA INC 1500 CASHO MILL RD NEWARK DE 19711 510565938 501(C)(3) 300000 GENERAL SUPPORT 1 0 PART I, LINE 2: DIRECT OVERSIGHT & ADMINISTRATION OF FUNDS. X 1 1 X X X X X 0 1 0 CATHERINE BURNS CHIEF EXECUTIVE OFFICER 626886 208962 0 0 932 311 14625 4875 9941 3314 652384 217462 0 0 YVONNE BULL CHIEF FINANCIAL OFFICER 209813 69938 0 0 608 203 9956 3319 13611 4537 233988 77997 0 0 LAUREN M SCOTT CHIEF MARKETING OFFICER 218047 31150 0 0 709 101 5784 826 13133 1876 237673 33953 0 0 MAXIM TEPLITSKI CHIEF SCIENCE OFFICER 194805 27829 0 0 709 101 1457 208 7835 1191 204806 29329 0 0 DANIEL STARK CHIEF CONTENT OFFICER 183846 26264 0 0 1087 155 2767 395 12537 1791 200237 28605 0 0 DOUGLAS BOHR EXECUTIVE DIRECTOR, CGT 46173 138520 0 0 296 887 717 2151 3710 11130 50896 152688 0 0 TREVOR SUSLOW VP, SCIENCE AND SAFETY 227965 32566 0 0 6001 857 2625 375 6902 986 243493 34784 0 0 EDMUND TREACY VP, SUPPLY CHAIN EFFICIENCIES 195855 27979 0 0 3119 446 8531 1219 6902 986 214407 30630 0 0 VONNIE ESTES VP, TECHNOLOGY 178847 25550 0 0 3119 446 2707 387 1225 175 185898 26558 0 0 ANTHONY BARBIERI VP, SALES, EVENTS & PROGRAMS 173209 24744 0 0 3119 446 7949 1136 11602 1657 195879 27983 0 0 NANCY TUCKER VP 139249 19893 0 0 4587 655 6353 908 20643 2949 170832 24405 0 0 PART I, LINE 1A ANY SPOUSAL TRAVEL IS TAXED AS W-2 WAGES. PART I, LINE 4B NO CONTRIBUTIONS WERE MADE TO THE SECTION 457(F) PLAN DURING 2020. FORM 990, PART III, LINE 3 DUE TO THE COVID-19 PANDEMIC, THE FRESH SUMMIT EVENT WAS NOT CONDUCTED IN-PERSON. INSTEAD, A VIRTUAL FRESH SUMMIT EVENT WAS HELD. FRESH SUMMIT IS NOT A DISCONTINUED ACTIVITY GOING FORWARD. FORM 990, PART VI, SECTION A, LINE 6 GENERAL MEMBERSHIP ELIGIBILITY. GENERAL MEMBERSHIP IS FOR THOSE INDIVIDUALS, FIRMS, ASSOCIATIONS OR CORPORATIONS ENGAGED IN THE MARKETING OF PRODUCE AND FLORAL PRODUCTS OR PROVIDING EQUIPMENT, MATERIALS, TRANSPORTATION, TECHNOLOGY OR OTHER SERVICES TO THESE INDUSTRIES, WHO MEET ELIGIBILITY CRITERIA ESTABLISHED BY THE BOARD OF DIRECTORS. EACH GENERAL MEMBER SHALL HAVE THE RIGHT TO CAST ONE VOTE ON ALL MATTERS SUBMITTED TO THE MEMBERSHIP. OTHER MEMBERSHIP CATEGORIES. LIFE MEMBERSHIP WITHOUT VOTING RIGHTS MAY BE CONFERRED UPON INDIVIDUALS UNDER TERMS THE BOARD OF DIRECTORS DETERMINES. OTHER MEMBERSHIP CATEGORIES MAY BE ESTABLISHED TO MEET CHANGING INDUSTRY NEEDS BASED ON CRITERIA DETERMINED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS SHALL BE COMPOSED OF FIFTEEN OR MORE VOTING MEMBERS, EACH OF WHOM SHALL BE ELECTED FOR A ONE-YEAR TERM, PROVIDING THAT NO DIRECTOR SHALL BE ELECTED TO SERVE MORE THAN THREE CONSECUTIVE TERMS. IN CASE ANY DIRECTOR SHALL, BY DEATH, RESIGNATION, INCAPACITY TO ACT, OR OTHERWISE CEASE TO BE A DIRECTOR OF THE ASSOCIATION DURING HIS TERM, A SUCCESSOR SHALL BE CHOSEN BY A MAJORITY VOTE OF THE DIRECTORS REMAINING IN OFFICE, TO SERVE FOR THE REMAINDER OF THE UNEXPIRED TERM. THE BOARD OF DIRECTORS SHALL DECLARE VACANT THE POSITION OCCUPIED BY ANY DIRECTOR WHO CEASES TO BE EMPLOYED OR OFFICIALLY AFFILIATED WITH A MEMBER COMPANY OF THE ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE CFO. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD IS ASKED TO REVIEW AND SIGN THE COI POLICY AND DISCLOSE AT THAT TIME IF THERE ARE ANY CONFLICTS TO DISCUSS. AT EACH MEETING THE COI IS REFERRED TO AND THE BOARD IS ASKED IF ANYTHING HAS CHANGED OR ARISEN THAT SHOULD BE CONSIDERED. FORM 990, PART VI, SECTION B, LINE 15 CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT - THIS PROCESS IS HANDLED BY OUR EXECUTIVE COMMITTEE OFFICERS. THEY MEET ONE DAY PRIOR TO AN ALREADY SCHEDULED MEETING AND EVALUATE THE PRESIDENT & CEO YEAR AND THEN TOGETHER DETERMINE WHAT BENEFITS HE WOULD RECEIVE BASED ON THOSE FACTS WHICH INCLUDES ANY SALARY INCREASE, BONUS, OR DEFERRED COMPENSATION. ABOUT EVERY THREE YEARS THE ASSOCIATION CONDUCTS A SALARY SURVEY THAT IS PROVIDED TO THE MEMBERS OF THE BOARD. THE ORGANIZATION IS CURRENTLY USING AN EXECUTIVE COMPENSATION CONTRACTOR TO PROVIDE A COMPENSATION STUDY FOR THE CEO POSITION. THE COMPENSATION COMMITTEE FOR THE EXECUTIVE DIRECTOR STILL USES THE CHAIRMAN, CHAIR-ELECT, AND IMMEDIATE PAST CHAIR TO REVIEW AND HANDLE ALL COMPENSATION MATTERS. OTHER OFFICERS OR KEY EMPLOYEES - ALL OTHERS FOLLOW THE COMPENSATION POLICY OF THE ASSOCIATION. ABOUT EVERY THREE YEARS A SALARY REVIEW IS CONDUCTED BY AN OUTSIDE CONSULTANT. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 AND ALL OTHER FINANCIAL DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING FEES 2,399,435. CENTER FOR GROWING TALENT BY PMA INC 1500 CASHO MILL RD NEWARK DE 19711 510565938 TO ATTRACT, RETAIN, AND DEVELOP TALENT FOR THE PRODUCE SUPPLY CHAIN. DE 501(C)(3) LINE 10 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 CENTER FOR GROWING TALENT BY PMA INC B 300000 BOOK VALUE