2020-08-14T13:02:17-05:00 2019-09-30 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2018-10-01 361239205 INTERNATIONAL HOUSEWARES ASSOCIATION NATI 8472924200 6400 SHAFER COURT NO 650 ROSEMONT IL 60018 DEAN KURTIS CFO 8472924200 2020-08-13 1 LU ANN TRAPP P01506476 3122071040 2020-08-13 24.14.73.49 2020-08-13 11:05:04 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 BC3C601473DBFA21F2EC98090FDE5B85B06AE70F 2018 2020-09-22 18:59:49Z DEREK MILLER 6400 SHAFER COURT NO 650 ROSEMONT IL 60018 30396479 0 X WWW.HOUSEWARES.ORG X 1938 IL IHA OFFERS THE PREMIER GLOBAL MARKETPLACE FOR HOME PRODUCTS,THE INTL HOME + HOUSEWARES SHOW. 18 18 61 138 18000 -1000 0 0 15676416 16088880 801915 1022445 17534 56558 16495865 17167883 30000 30000 0 0 5668458 5568262 0 0 0 10871365 11182046 16569823 16780308 -73958 387575 36530110 35925410 16416090 15043144 20114020 20882266 X THE INTERNATIONAL HOUSEWARES ASSOCIATION (IHA) IS COMMITTED TO MAXIMIZING THE SUCCESS OF THE HOME PRODUCTS INDUSTRY BY BRINGING TOGETHER ALL INDUSTRY CONSTITUENCIES. IHA PROVIDES A WORLD-CLASS TRADE SHOW MARKETPLACE, INDUSTRY ADVOCACY, FACILITATION OF GLOBAL COMMERCE, ESSENTIAL MARKET DATA AND BUSINESS SUPPORT SERVICES. MEMBER COMPANIES SERVED: 1,274 0 0 IHA PROVIDES A WORLD-CLASS TRADE SHOW MARKETPLACE, FOR THE HOME PRODUCTS INDUSTRY, FEATURING 2,200 EXHIBITORS FROM 43 COUNTRIES AND NEARLY 60,000 TOTAL ATTENDEES. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 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 1 120 0 1 61 1 1 1 0 0 0 1 1 0 0 0 X 18 18 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 0 1 1 0 X SHARON SCHATZ - INTERNATIONAL HOUSEWARES ASSOCIATION 8472924200 6400 SHAFER COURT SUITE 650 ROSEMONT IL 60018 JOHN COLLINS CHAIRMAN 0.40 0.00 X X 0 0 0 HOWARD STEIDLE JR VICE CHAIRMAN 0.40 0.00 X X 0 0 0 WILLIAM ENDRES TREASURER 0.40 0.00 X X 0 0 0 NEAL ASBURY DIRECTOR 0.40 0.00 X 0 0 0 BRETT BRADSHAW DIRECTOR 0.40 0.00 X 0 0 0 FRED DOHN DIRECTOR 0.40 0.00 X 0 0 0 STEVE GREENSPON DIRECTOR 0.40 0.00 X 0 0 0 SCOTT HENRIKSON DIRECTOR 0.40 0.00 X 0 0 0 DARRIN JOHNSTON DIRECTOR 0.40 0.00 X 0 0 0 ROBERT KAY DIRECTOR 0.40 0.00 X 0 0 0 MELISSA KIELING DIRECTOR 0.40 0.00 X 0 0 0 LISA KNIERIM DIRECTOR 0.40 0.00 X 0 0 0 YVETTE LAUGIER DIRECTOR 0.40 0.00 X 0 0 0 KRISTINE MALKOSKI DIRECTOR 0.40 0.00 X 0 0 0 INGERID MOHN DIRECTOR 0.40 0.00 X 0 0 0 THOMAS NICHOLS DIRECTOR 0.40 0.00 X 0 0 0 MICHAEL STOLL DIRECTOR 0.40 0.00 X 0 0 0 WILL SYMONDS DIRECTOR 0.40 0.00 X 0 0 0 PHILIP BRANDL PRESIDENT/CEO 40.00 0.00 X 621385 0 137291 DEAN KURTIS VP, FINANCE & INFO TECH 40.00 0.00 X 284049 0 38333 DEREK MILLER PRESIDENT 40.00 0.00 X 316560 0 51700 MARK ADKISON VP, INTERNATIONAL 40.00 0.00 X 241020 0 36470 JONATHON JESSE VP, INDUSTRY DEV. 40.00 0.00 X 302343 0 51700 ADRIENNE TIRITILLI VP, TRADE SHOW 40.00 0.00 X 295725 0 44917 JOSH GREEN MANAGER, DATABASE ADMIN 40.00 0.00 X 148301 0 26036 NANCY MICHAEL SR. MGR, TRADE SHOW BUS. DEV. 40.00 0.00 X 119727 0 11951 DAVID REEVES MANAGER, INFO TECHNOLOGY 40.00 0.00 X 161390 0 27227 SHARON SCHATZ MANAGER, FINANCE 40.00 0.00 X 160885 0 27267 TRACY TEITELBAUM SR. MGR, CONSUMER & DIGITAL MARKETING 40.00 0.00 X 125174 0 12509 2776559 0 465401 14 0 1 0 MARI PIRITTA TORRO INSPIRED CONNECT LINNANKOSKENKATU 8 A 11 HELSINKI FI 00250 INTL MKTG & BUSINESS DEVELOPMENT 120128 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLR CHICAGO IL 60606 AUDIT, TAX & CONSULTING 108274 2 TRADE SHOWS 900099 14849903 14849903 MEMBERSHIP DUES 900099 654625 654625 REGISTRATION REVENUE 900099 293454 293454 CHESS REVENUE 900099 147150 147150 PRE SHOW MEDIA EVENTS 900099 60500 60500 83248 65248 18000 16088880 941559 941559 13309482 13228596 80886 80886 80886 OTHER INCOME 900099 56558 56558 56558 17167883 16070880 18000 1079003 30000 2331804 2716352 232563 287543 66101 30200 119874 201904 150341 332569 392787 178296 7540904 32661 84701 MEMBERSHIP SERVICES 1943566 108142 16780308 2214405 2278597 428692 2458696 95666 132048 380722 342590 1253982 1191389 42331 62593 30852786 28744228 2515508 1906658 36530110 35925410 1451504 1399190 12307356 11616313 2657230 2027641 16416090 15043144 X 20114020 20882266 20114020 20882266 36530110 35925410 387575 380671 0 X 0 1 X 1 0 0 1 0 1253982 1191389 62593 62593 INVESTMENTS - DEFERRED COMPENSATION 1906658 1906658 DEFERRED COMPENSATION 1969123 DEFERRED RENT 58518 2027641 X 17431689 380671 380671 17051018 116865 116865 17167883 16663443 0 16663443 116865 116865 16780308 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ASSOCIATION AND RECOGNIZE A TAX LIABILITY IF THE ASSOCIATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SERVICES STAFF T&E-SHOWS,MTGS,TRADE MISSIONS 25887 EAST ASIA AND THE PACIFIC PROGRAM SERVICES STAFF T&E-SHOWS,MTGS,TRADE MISSIONS 3319 NORTH AMERICA PROGRAM SERVICES MEETING VENUE 4801 SOUTH AMERICA PROGRAM SERVICES STAFF T&E-SHOWS,MTGS,TRADE MISSIONS 1791 SOUTH ASIA PROGRAM SERVICES STAFF T&E-SHOWS,MTGS,TRADE MISSIONS 2091 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SERVICES ADVERTISING/PROMOTION OF TRADE SHOW 85665 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SERVICES AIRFARE FOR HOUSEWARES SHOW ATTENDEES 4867 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SERVICES EXHIBITOR RECRUITMENT 155219 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SERVICES INTL REPS KEY RETAILER RECRUITMENT 2500 EUROPE (INCLUDING ICELAND & GREENLAND) 2 PROGRAM SERVICES INTL TRADESHOW RECRUITMENT 38856 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SERVICES STUDENT DESIGN COMPETITION AWARD 3000 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SERVICES TRADE MISSIONS, FAIR, CONFERENCE 34641 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SERVICES TRADESHOW VIDEO SERVICES 12100 EAST ASIA AND THE PACIFIC PROGRAM SERVICES ADVERTISING/PROMOTION OF TRADE SHOW 35961 EAST ASIA AND THE PACIFIC PROGRAM SERVICES AIRFARE FOR HOUSEWARES SHOW ATTENDEES 12243 EAST ASIA AND THE PACIFIC PROGRAM SERVICES EXHIBITOR RECRUITMENT 22781 EAST ASIA AND THE PACIFIC PROGRAM SERVICES INTL REPS KEY RETAILER RECRUITMENT 500 EAST ASIA AND THE PACIFIC 1 PROGRAM SERVICES INTL TRADESHOW RECRUITMENT 12414 EAST ASIA AND THE PACIFIC PROGRAM SERVICES TRADE MISSIONS, FAIR, CONFERENCE 1210 MIDDLE EAST AND NORTH AFRICA PROGRAM SERVICES ADVERTISING/PROMOTION OF TRADE SHOW 3840 MIDDLE EAST AND NORTH AFRICA PROGRAM SERVICES AIRFARE FOR HOUSEWARES SHOW ATTENDEES 3200 MIDDLE EAST AND NORTH AFRICA PROGRAM SERVICES EXHIBITOR RECRUITMENT 2500 MIDDLE EAST AND NORTH AFRICA PROGRAM SERVICES INTL REPS KEY RETAILER RECRUITMENT 1800 NORTH AMERICA PROGRAM SERVICES ADVERTISING/PROMOTION OF TRADE SHOW 11200 NORTH AMERICA PROGRAM SERVICES EXHIBITOR RECRUITMENT 1000 NORTH AMERICA PROGRAM SERVICES INTL REPS KEY RETAILER RECRUITMENT 1000 NORTH AMERICA 2 PROGRAM SERVICES INTL TRADESHOW RECRUITMENT 53340 NORTH AMERICA PROGRAM SERVICES MOBILE APP DEVELOPMENT 27300 NORTH AMERICA PROGRAM SERVICES OTHER 3481 RUSSIA AND NEIGHBORING STATES PROGRAM SERVICES ADVERTISING/PROMOTION OF TRADE SHOW 3197 SOUTH AMERICA PROGRAM SERVICES ADVERTISING/PROMOTION OF TRADE SHOW 7550 SOUTH AMERICA PROGRAM SERVICES AIRFARE FOR HOUSEWARES SHOW ATTENDEES 1531 SOUTH AMERICA PROGRAM SERVICES EXHIBITOR RECRUITMENT 2500 SOUTH AMERICA PROGRAM SERVICES INTL REPS KEY RETAILER RECRUITMENT 1700 SOUTH AMERICA PROGRAM SERVICES TRADE MISSIONS, FAIR, CONFERENCE 2081 SOUTH ASIA PROGRAM SERVICES ADVERTISING/PROMOTION OF TRADE SHOW 4000 SOUTH ASIA PROGRAM SERVICES AIRFARE FOR HOUSEWARES SHOW ATTENDEES 797 SOUTH ASIA PROGRAM SERVICES EXHIBITOR RECRUITMENT 5972 SOUTH ASIA PROGRAM SERVICES INTL REPS KEY RETAILER RECRUITMENT 400 CENTRAL AMERICA AND THE CARIBBEAN HEDGE FUND INVESTMENT 95281 0 0 0 5 0 5 283640 409876 693516 0 0 1 0 0 0 1 HOUSEWARES CHARITY FOUNDATION 6400 SHAFER COURT ROSEMONT IL 60018 364259731 501(C)(3) 30000 95000 FMV DONATED SERVICES AND STAFF TIME PROGRAM ASSISTANCE 1 PART I, LINE 2: THE ORGANIZATION MAKES CONTRIBUTIONS TO OTHER AFFILIATED ORGANIZATIONS FOR THE GENERAL SUPPORT OF THESE ORGANIZATIONS. SINCE THE FUNDS ARE TO BE USED FOR THE GENERAL SUPPORT OF THEIR MISSION, WE DO NOT REQUIRE THESE ORGANIZATIONS TO SUBSTANTIATE THEIR EXPENDITURES RELATED TO THESE CONTRIBUTIONS. X 1 1 X X 1 1 0 PHILIP BRANDL PRESIDENT/CEO 396286 0 198482 0 26617 0 124964 0 12327 0 758676 0 0 0 DEAN KURTIS VP, FINANCE & INFO TECH 214461 0 58750 0 10838 0 27501 0 10832 0 322382 0 0 0 DEREK MILLER PRESIDENT 239423 0 64525 0 12612 0 27501 0 24199 0 368260 0 0 0 MARK ADKISON VP, INTERNATIONAL 187830 0 49250 0 3940 0 20177 0 16293 0 277490 0 0 0 JONATHON JESSE VP, INDUSTRY DEV. 231023 0 59000 0 12320 0 27501 0 24199 0 354043 0 0 0 ADRIENNE TIRITILLI VP, TRADE SHOW 225645 0 59000 0 11080 0 27501 0 17416 0 340642 0 0 0 JOSH GREEN MANAGER, DATABASE ADMIN 131326 0 16525 0 450 0 15204 0 10832 0 174337 0 0 0 DAVID REEVES MANAGER, INFO TECHNOLOGY 146730 0 14660 0 0 0 16395 0 10832 0 188617 0 0 0 SHARON SCHATZ MANAGER, FINANCE 138530 0 21905 0 450 0 16435 0 10832 0 188152 0 0 0 PART I, LINE 1A A) GROSS UP FOR AUTO ALLOWANCE B) PRESIDENT/CEO C) 1 D) TAXABLE PART I, LINES 4A-B PURSUANT TO AN EMPLOYMENT AGREEMENT(S) SEVERANCE COMPENSATION IS TO BE CREDITED, ANNUALLY, THROUGH DECEMBER 31, 2018. THIS AMOUNT IS INVESTED IN A SEPARATE ACCOUNT IN THE ORGANIZATION'S NAME AND IS FULLY AVAILABLE TO SATISFY THE CLAIMS OF ALL GENERAL UNSECURED CREDITORS OF THE ORGANIZATION. IF THE EMPLOYEE(S) REMAINS CONTINUOUSLY EMPLOYED THROUGH THE TERMS OF THE EMPLOYMENT AGREEMENT, THE EMPLOYEE(S) SHALL BE ENTITLED TO THE AMOUNT IN THE ACCOUNT, PAYABLE IN 24 EQUAL MONTHLY INSTALLMENTS. THE EMPLOYEE(S) WOULD BE ENTITLED TO ANY AMOUNT IN THE PLAN IN THE CASE OF TERMINATION PRIOR TO THE END OF THE AGREEMENT. IN THE CALENDAR YEAR ENDING DECEMBER 31, 2018, $97,463 WAS CREDITED TO THE ACCOUNT FOR THE PRESIDENT AND CEO, PHILIP BRANDL. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS A GLOBAL MEMBERSHIP, COMPRISED MOSTLY OF COMPANIES THAT ARE MANUFACTURERS, SUPPLIERS OR DISTRIBUTORS OF CONSUMER HOME & HOUSEWARES PRODUCTS. FORM 990, PART VI, SECTION A, LINE 7A ANY MEMBER IN GOOD STANDING MAY SUBMIT THEIR NAME TO BE CONSIDERED FOR THE BOARD OF DIRECTORS. CANDIDATES SUBMIT APPLICATIONS TO THE NOMINATING COMMITTEE FOR CONSIDERATION. THE NOMINATING COMMITTEE REDUCES THE LIST TO VIABLE CANDIDATES. THE VIABLE CANDIDATES ARE FURTHER EVALUATED BASED ON THEIR APPLICATION AND A PERSONAL INTERVIEW. THE SLATE OF POTENTIAL NEW BOARD MEMBERS IS THEN PRESENTED TO THE ENTIRE BOARD FOR DISCUSSION AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD RETAINS THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE THE ORGANIZATION'S FROM 990. MANAGEMENT REVIEWS THE COMPLETED 990 & PROVIDES A FULL COPY TO THE CHAIRMAN AND TREASURER FOR REVIEW PRIOR TO FILING. THE CHAIRMAN AND TREASURER ARE PROVIDED THE OPPORTUNITY TO REVIEW THE RETURN AND ASK ANY QUESTIONS DIRECTLY TO ORGANIZATION MANAGEMENT OR THE CONTACT AT THE INDEPENDENT CPA FIRM. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE ANNUALLY REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT AS A PRECURSOR TO THEIR SERVICE TO THE ORGANIZATION. POTENTIAL CONFLICTS ARE LOGGED WITH THE VP OF FINANCE AND REVIEWED WITH THE CEO AND EXTERNAL AUDITORS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE REVIEWS THE CEO'S PERFORMANCE AS MEASURED BY PRE-APPROVED GOALS. AFTER REVIEWING THE ACHIEVEMENT OF SPECIFIC PERFORMANCE GOALS, COMPENSATION IS DETERMINED BY THE COMMITTEE USING AT LEAST THREE DIFFERENT COMPENSATION STUDIES FOR COMPARABLE POSITIONS AT NON-PROFIT ORGANIZATIONS. THE LAST COMPARISON OF COMPARABLE COMPENSATION WAS PERFORMED IN SEPTEMBER 2019. THE CEO EVALUATES THE JOB PERFORMANCE OF KEY EMPLOYEES BASED ON JOB RESPONSIBILITIES AND GOAL ACHIEVEMENT. COMPENSATION IS DETERMINED BY THE CEO AND REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. IN ESTABLISHING COMPENSATION LEVELS, THE CEO REVIEWS INDEPENDENT, COMPARABLE DATA OF OTHER NON-PROFIT ORGANIZATIONS. IN ADDITION, EVERY FIVE TO TEN YEARS AN OUTSIDE CONSULTANT PERFORMS A MARKET EVALUATION OF COMPARABLE COMPENSATION LEVELS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE THESE DOCUMENTS & STATEMENTS AVAILABLE TO THE PUBLIC. UPON REQUEST, THE FORM 990 IS AVAILABLE TO THE PUBLIC. INTERNATIONAL HOUSEWARES SHIPPERS ASSOCIATION 2001 FORD CIRCLE SUITE B MILFORD OH 45150 432058113 INCREASE EFFICIENCY AND ECONOMY OF ITS MEMBERS SHIPMENTS OH C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0