PACKAGING MACHINERY MANUFACTURERS INSTITUTE INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- PACKAGING MACHINERY MANUFACTURERS INSTITUTE INC (EIN 13-1142150)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-04
- IRS object ID
- 201103089349300320
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-04T08:59:06-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TATE AND TRYON | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW SUITE 400 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131142150 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACKAGING MACHINERY MANUFACTURERS INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PACK | NameControl |
| Phone | 7032438555 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11911 FREEDOM DR NO 600 | AddressLine1 |
| City | RESTON | City |
| State | VA | State |
| ZIP Code | 20190 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES D YUSKA | Name |
| Title | PRESIDENT AND CEO | Title |
| Phone | 7032438555 | Phone |
| Date Signed | 2011-11-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEBORAH G KOSNETT | Name |
| Phone | 2022932200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | CHARLES D YUSKA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11911 FREEDOM DR NO 600 | AddressLine1 |
| City | RESTON | City |
| State | VA | State |
| ZIP Code | 20190 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 36796637 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.PMMI.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1933 | YearFormation |
| State Legal Domicile | DE | StateLegalDomicile |
| Activity Or Mission Description | PMMI IMPROVES AND PROMOTES MEMBERS' ABILITIES TO SUCCEED IN A GLOBAL MARKETPLACE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 39 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 1509058 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 21324685 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 36328194 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -365199 | InvestmentIncomePriorYear |
| Investment Income Current Year | 360729 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 214693 | OtherRevenuePriorYear |
| Other Revenue Current Year | 107714 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 21174179 | TotalRevenuePriorYear |
| Total Revenue Current Year | 36796637 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 87647 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 102547 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6508015 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6134090 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 17711258 | OtherExpensePriorYear |
| Other Expenses Current Year | 27404027 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 24306920 | TotalExpensesPriorYear |
| Total Expenses Current Year | 33640664 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3132741 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3155973 | RevenuesLessExpensesCY |
| Total Assets BOY | 21340104 | TotalAssetsBOY |
| Total Assets EOY | 29158443 | TotalAssetsEOY |
| Total Liabilities BOY | 7451305 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10084758 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 13888799 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 19073685 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PMMI IMPROVES AND PROMOTES MEMBERS' ABILITIES TO SUCCEED IN A GLOBAL MARKETPLACE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | EXHIBIT - DEVELOPS THE PROMOTION AND SPONSORSHIP OF PACK EXPO INTERNATIONAL AND PACK EXPO LAS VEGAS, WHICH ARE HELD IN ALTERNATING YEARS IN CHICAGO, ILLINOIS, AND LAS VEGAS, NEVADA, RESPECTIVELY. 1,741 EXHIBITORS AND 44,294 ATTENDEES AT THE 2010 CHICAGO SHOW. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PMT MAGAZINE - PROMOTES PACKAGING MACHINERY MANUFACTURERS AS A KEY ELEMENT OF THE PACKAGING LINE OPERATIONS TO END USERS THROUGH EDITORIAL CONTENT AND ADVERTISEMENTS. CIRCULATION - 35,000 END USERS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MARKET DEVELOPMENT - IDENTIFIES THE MARKET OPPORTUNITIES FOR MEMBERS, BOTH DOMESTICALLY AND INTERNATIONALLY, AND OVERSEES THE OPERATIONS OF THE INSTITUTE'S LATIN AMERICAN AND CHINA OFFICES. OVER 890 EXHIBITORS AT EXPOPAK, PMMI'S MEXICO PACKAGING SHOW; 3,800 SEARCHES OF THE INTERNATIONAL DATABASE; 1,222 CURRENT AGENTS IN DATABASE; OVER 4,000 DOWNLOADS OF MARKET RESEARCH REPORTS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EDUCATION -- ENHANCES THE KNOWLEDGE AND CAPABILITIES OF MANUFACTURERS OF PACKAGING AND PROCESSING MACHINERY AND THEIR CUSTOMERS THROUGH EDUCATION AND TRAINING PROGRAMS, PUBLICATIONS, AND OTHER EDUCATIONAL FORUMS. MEETINGS -- CONDUCTS AND COORDINATES THE COMMITTEES, EXECUTIVE LEADERSHIP CONFERENCE, ANNUAL MEETING, AND OTHER MEETINGS.BUSINESS INTELLIGENCE -- COLLECTS AND REPORTS VALID SURVEY AND STATISTICAL DATA FOR THE BENEFIT OF THE MEMBERSHIP AND THE INDUSTRY.INDUSTRY SERVICES: FOSTERS COOPERATION, COLLABORATION, AND SHARING OF INFORMATION AMONG VARIOUS GROUPS WITHIN THE PACKAGING INDUSTRY.MEMBER SERVICES -- OFFERS VARIOUS SERVICES SUCH AS THE MEMBER DIRECTORIES, NEWSLETTER, AND BROCHURES, AND COORDINATES PUBLIC RELATIONS WITH OTHER PACKAGING ORGANIZATIONS.PACKEXPO.COM -- OFFERS PRODUCTS TO ALLOW EXHIBITORS OF PACK EXPO INTERNATIONAL AND PACK EXPO LAS VEGAS TO PROMOTE THEIR PRODUCTS OR SERVICES IN AN ONLINE ENVIRONMENT.TECHNICAL -- TRACKS AND PARTICIPATES IN THE DEVELOPMENT OF STANDARDS AND REGULATIONS AFFECTING THE PACKAGING INDUSTRY AND PROVIDES TECHNICAL SUPPORT TO MEMBERS IN THE PACKAGING INDUSTRY. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 1 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 22 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 39 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | MX | NameOfForeignCountry |
| Name Of Foreign Country | CH | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAIG SILVERIO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7032438555 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11911 FREEDOM DR NO 600 | AddressLine1 |
| City | RESTON | City |
| State | VA | State |
| ZIP Code | 20190 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| GLENN EDGINTON | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| JACK AGUERO | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| RICHARD P FOX JR | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| BEN GARVEY | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| RICHARD A BAHR | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| EDWARD J GERRI | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| JEFFREY BIGGER | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| SHARRON GILBERT | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| MATT LERNER | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| RICHARD S SCHNEIDER | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| ROCKEY MARQUIS | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| MICHAEL A SENSKE | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| JAMES ANDERSON | ||||||||
| IMMED PAST CHAIRMAN | 2.00 | X | 0 | 0 | 0 | |||
| TIMOTHY MCCARTHY | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| MARK S REICHERT | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| CAROL SHUTTLEWORTH | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| NEAL NORDLING | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| NICK WILSON | ||||||||
| VICE CHAIRMAN | 2.00 | X | 0 | 0 | 0 | |||
| GLENN R SIEGELE | ||||||||
| CHAIRMAN | 2.00 | X | 0 | 0 | 0 | X | ||
| CHARLES YUSKA | ||||||||
| PRESIDENT & CEO | 38.00 | 910174 | 47904 | 61671 | X | |||
| CRAIG SILVERIO | ||||||||
| VICE PRESIDENT, FINANCE | 38.00 | 213713 | 11248 | 57309 | X | |||
| THOMAS EGAN | ||||||||
| VICE PRESIDENT, INDUSTRY SERVICES | 40.00 | 223076 | 0 | 56195 | X | |||
| JAMES PITTAS | ||||||||
| VICE PRESIDENT, EXPOSITIONS | 40.00 | 243727 | 0 | 56417 | X | |||
| JORGE IZQUIERDO | ||||||||
| VICE PRESIDENT, GLOBAL MARKETING | 40.00 | 212595 | 0 | 56399 | X | |||
| MARY KATHRYN BERGMANN | ||||||||
| VICE PRESIDENT, ADMINISTRATION | 40.00 | 152914 | 0 | 33219 | X | |||
| MARIA FERRANTE | ||||||||
| VICE PRESIDENT, TRAINING | 24.00 | 83498 | 55666 | 46522 | X | |||
| DINAH SPROUSE | ||||||||
| DIRECTOR, TRADE SHOW OPERATIONS | 40.00 | 127336 | 0 | 28593 | X | |||
| JAMES ROCHE | ||||||||
| VICE PRESIDENT | 40.00 | 168909 | 0 | 43345 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2335942 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 114818 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 439670 | TotalOtherCompensation |
| Number Individuals GT100 K | 12 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| METROPOLITAN PIER & EXPO AUTHORITY | |||||
| 301 EAST CERMAK ROAD | CHICAGO | IL | 60816 | EXHIBITION HALL | 3383239 |
| FREEMAN | |||||
| PO BOX 650036 | DALLAS | TX | 75265 | TRADE SHOW GEN CONTRACTOR | 3242226 |
| EMPLOYCO LTD | |||||
| 350 EAST OGDEN AVE | WESTMONT | IL | 60059 | PAYROLL SERVICES | 2927140 |
| THE EXPO GROUP LLP | |||||
| 5931 W CAMPUS CIRCLE DR | IRVING | TX | 75063 | 3RD PARTY BILLING SERVICES | 1325407 |
| O&B COMMUNICATIONS | |||||
| 3 PAOLI PLAZA STE A | PAOLI | PA | 19301 | OUTSOURCED MAGAZINE MGMT | 1159599 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 27 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| TRADE SHOWS AND SEMINA | 900099 | 33885136 | 33885136 | |
| PUBLICATIONS | 541800 | 1509058 | 1509058 | |
| MEMBERSHIP DUES | 900099 | 807708 | 807708 | |
| CERTIFICATION CLASSES | 611430 | 126292 | 126292 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 36328194 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 360729 | TotalRevenueColumn |
| Exclusion | $360,729 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 52275 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 52275 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 52275 | TotalRevenueColumn |
| Exclusion | $52,275 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 55439 | TotalRevenueColumn |
| Exclusion | $55,439 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 55439 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 36796637 | TotalRevenueColumn |
| Related Or Exempt Function Income | 34819136 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1509058 | UnrelatedBusinessRevenue |
| Exclusion | $468,443 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102547 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1833656 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3017914 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 334850 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 657853 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 289817 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40000 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61097 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84393 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107861 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4519538 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1660325 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 980596 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 555237 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 612853 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 927549 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14998803 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 213213 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 251415 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| PROVISION FOR INCOME TA | 77000 |
| CREDIT CARD FEES | 655358 |
| TEMPORARY HELP | 534954 |
| COMMISSIONS | 322286 |
| MISCELLANEOUS | 269807 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 531742 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33640664 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 548690 | BOY |
| EOY | 5654553 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1154430 | BOY |
| EOY | 633203 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7390 | BOY |
| EOY | 2586 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1502135 | BOY |
| EOY | 2070453 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1141312 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 914960 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 289481 | BOY |
| EOY | 226352 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14353914 | BOY |
| EOY | 17206869 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 339717 | BOY |
| EOY | 328355 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3144347 | BOY |
| EOY | 3036072 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21340104 | BOY |
| EOY | 29158443 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2005737 | BOY |
| EOY | 5656507 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4559229 | BOY |
| EOY | 3403540 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 886339 | BOY |
| EOY | 1024711 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7451305 | BOY |
| EOY | 10084758 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13888799 | BOY |
| EOY | 19073685 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13888799 | BOY |
| EOY | 19073685 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21340104 | BOY |
| EOY | 29158443 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3155973 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 2028913 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 1 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 0 | AgreeToCarryoverPriorYear |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1141312 | OtherCostOrOtherBasis |
| Depreciation | 914960 | Depreciation |
| Book Value | 226352 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 226352 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ACCRUED INTEREST RECEIVABLE | 31432 |
| INTANGIBLE ASSET- UNAMORTIZABLE GOODWILL | 2886587 |
| DUE FROM RELATED PARTIES | -108538 |
| DEFERRED COSTS | 226591 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3036072 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED COMPENSATION | $894,976 |
| DEFERRED RENT | $48,357 |
| DUE TO FOUNDATION | $81,378 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1024711 | TotalOfAmounts |
| Total Revenue | 36796637 | TotalRevenue |
| Total Expenses | 33640664 | TotalExpenses |
| Excess Or Deficit For Year | 3155973 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1293926 | NetUnrealizedGLOnInvestments |
| Other | $734,987 | OtherAmount |
| Total Adjustments | 2028913 | TotalAdjustments |
| Excess Or Deficit Per FS | 5184886 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 25071885 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1293926 | NetUnrealizedGainsInvestments |
| Other Revenues | 710783 | OtherRevenues |
| Revenue Not Rptd F990 | 2004709 | RevenueNotRptdF990 |
| Revenue Subtotal | 23067176 | RevenueSubtotal |
| Investment Expenses Not Included | 107861 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 13621600 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 13729461 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 36796637 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 19807173 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1539 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1539 | ExpensesNotRptdF990 |
| Expenses Subtotal | 19805634 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 107861 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 13727169 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 13835030 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 33640664 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE INSTITUTE BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY INCOME TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN INCOME TAX POSITIONS. AT A MINIMUM, THE DECEMBER 31, 2007 THROUGH 2010 TAX YEARS ARE OPEN FOR EXAMINATION BY TAXING AUTHORITIES. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | EQUITY IN EARNINGS OF SUBSIDIARY 710,783. FOREIGN CURRENCY TRANSLATION 24,204. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EQUITY IN EARNINGS OF SUBSIDIARY 710,783. REALIZED LOSS REPORTED IN PART VIII | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | REVENUE OF PES, A SINGLE MEMBER LLC 13,621,600. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | FOREIGN CURRENCY TRANSLATION 1,539. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | EXPENSE OF PES, A SINGLE MEMBER LLC 13,727,169. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| NORTH AMERICA | 1 | 4 | PROGRAM SERVICES | ASSIST MEMBERS TO SELL EQUIPMENT IN THE LATIN AMERICAN MARKETPLACE THROUGH MARKET RESEARCH, IDENTIFICATION OF AGENTS AND DISTRIBUTORS, AND THROUGH EXHIBITIONS AND TRADE MISSIONS. | 292490 |
| EAST ASIA AND THE PACIFIC | 1 | 2 | PROGRAM SERVICES | ASSIST MEMBERS TO SELL EQUIPMENT IN THE ASIAN MARKETPLACE THROUGH MARKET RESEARCH, IDENTIFICATION OF AGENTS AND DISTRIBUTORS, AND THROUGH EXHIBITIONS AND TRADE MISSIONS. | 192560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Employees | 6 | SubtotalNumberOfEmployees |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Employees | 6 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 485050 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 485050 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PMMI EDUCATION & TRAINING FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11911 FREEDOM DR STE 600 | AddressLine1 |
| City | RESTON | City |
| State | VA | State |
| ZIP Code | 20190 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 541820667 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 102706 | AmountOfCashGrant |
| Purpose Of Grant | OPERATIONS | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: GRANTS ARE MADE TO PMMI EDUCATION & TRAINING FOUNDATION, A RELATED SUPPORTING ORGANIZATION, AND ARE RESTRICTED TO USES THAT SUPPORT THE CHARITABLE AIMS OF PMMI. PMMI MAINTAINS OVERSIGHT OF EXPENDITURES MADE BY THE FOUNDATION. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES YUSKA | |||||||||||||
| 777864 | 40940 | 91542 | 4818 | 40768 | 2146 | 160605 | 8453 | 29283 | 1541 | 1100062 | 57898 | 0 | 0 |
| CRAIG SILVERIO | |||||||||||||
| 191357 | 10071 | 19453 | 1024 | 2903 | 153 | 35645 | 1876 | 21358 | 1124 | 270716 | 14248 | 0 | 0 |
| THOMAS EGAN | |||||||||||||
| 197025 | 0 | 23063 | 0 | 2988 | 0 | 37727 | 0 | 21156 | 0 | 281959 | 0 | 0 | 0 |
| JAMES PITTAS | |||||||||||||
| 219303 | 0 | 21900 | 0 | 2524 | 0 | 37829 | 0 | 21282 | 0 | 302838 | 0 | 0 | 0 |
| JORGE IZQUIERDO | |||||||||||||
| 190483 | 0 | 19450 | 0 | 2662 | 0 | 35491 | 0 | 23553 | 0 | 271639 | 0 | 0 | 0 |
| MARY KATHRYN BERGMANN | |||||||||||||
| 136683 | 0 | 14450 | 0 | 1781 | 0 | 26579 | 0 | 8017 | 0 | 187510 | 0 | 0 | 0 |
| MARIA FERRANTE | |||||||||||||
| 74481 | 49654 | 7875 | 5250 | 1142 | 762 | 13508 | 9006 | 15556 | 10370 | 112562 | 75042 | 0 | 0 |
| DINAH SPROUSE | |||||||||||||
| 113452 | 0 | 11165 | 0 | 2719 | 0 | 21718 | 0 | 8479 | 0 | 157533 | 0 | 0 | 0 |
| JAMES ROCHE | |||||||||||||
| 150000 | 0 | 15000 | 0 | 3909 | 0 | 27351 | 0 | 15994 | 0 | 212254 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | PMMI REIMBURSED CERTAIN STAFF MEMBERS FOR SPOUSAL TRAVEL. EACH INDIVIDUAL WAS APPRISED OF THE TAXABLE NATURE OF SUCH REIMBURSMENT BY WAY OF A FORM W-2 ADDITION TO COMPENSATION. PMMI'S PRESIDENT AND CEO RECEIVED A GROSSED-UP ADDITION TO HIS TAXABLE INCOME REPRESENTING AN ADDITIONAL PAYMENT OVER AND ABOVE THE CONTRIBUTION MADE ON HIS BEHALF UNDER PMMI'S DEFINED CONTRIBUTION PENSION PLAN. PMMI PAYS FOR A SOCIAL CLUB MEMBERSHIP FOR ITS PRESIDENT AND CEO. |
| PART I, LINE 1B | PMMI HAS WRITTEN POLICIES ON EVERYTHING EXCEPT FOR SPOUSAL TRAVEL. PMMI'S SPOUSAL TRAVEL POLICY IS NOT EXPLICITLY WRITTEN OUT, BUT IS AN OFFICIAL POLICY AND IS CARRIED OUT CONSISTENTLY. |
| PART I, LINE 4B | CHARLES YUSKA - 457(F) PLAN, $128,336. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| ALLIANCE EXPOSITION SERVICES INC | |||
| COMPANY OWNED BY MARK YUSKA, SON OF CHUCK YUSKA, PMMI'S PRESIDENT AND CEO | 89371 | PAYMENTS MADE TO ALLIANCE EXPOSITION SERVICES, LLC, FOR PACKAGING SHOW EXPOSITION SERVICES. | 0 |
| PMMI EDUCATION AND TRAINING FOUNDATION | |||
| COMMON BOARD MEMBERS | PLEASE SEE SCHEDULE R FOR ALL REPORTABLE TRANSACTIONS BETWEEN PMMI AND ITS FOUNDATION. | 0 | |
| EXPOPAK DE MEXICO SA DE CV | |||
| COMMON CONTROL | PLEASE SEE SCHEDULE R FOR ALL REPORTABLE TRANSACTIONS BETWEEN PMMI AND EXPOPAK. | 0 | |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE L, PART IV: | Identifier |
| Explanation | PMMI AND ITS FOUNDATION ARE TWO SECTION 501(C) ORGANIZATIONS THAT SHARE SOME BOARD MEMBERS. MORE THAN 35% OF THE FOUNDATION'S BOARD MEMBERS ARE ALSO BOARD MEMBERS OF PMMI. PLEASE SEE SCHEDULES L AND R FOR ADDITIONAL INFORMATION REGARDING BUSINESS TRANSACTIONS BETWEEN THE TWO ENTITIES.EXPOPAK IS PMMI'S TAXABLE SUBSIDIARY, LOCATED IN MEXICO. IT ADMINISTERS PMMI'S MEXICAN EXPOSITION AND SHOW. THREE OF EXPOPAK'S FOUR DIRECTORS ARE PMMI OFFICERS OR KEY EMPLOYEES. PLEASE SEE SCHEDULE R FOR ALL REPORTABLE TRANSACTIONS BETWEEN PMMI AND EXPOPAK. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERSHIP OF PMMI IS DIVIDED INTO SIX (6) CLASSES: CHARTER, GENERAL (VOTING), HONORARY, SUPPLIER, MATERIALS, AND PROCESSING. CHARTER MEMBERS: ALL APPLICANTS WHO JOINED DURING 1933 WERE CHARTER MEMBERS. GENERAL MEMBERS: ANY LEGAL ENTITY, FIRM OR CORPORATION OR SUBSIDIARY OR DIVISION THEREOF MAINTAINING OFFICES AND MANUFACTURING FACILITIES IN THE UNITED STATES OR CANADA SHALL BE ELIGIBLE FOR MEMBERSHIP IN THE INSTITUTE PROVIDED: 1. THEY ARE ENGAGED IN THE MANUFACTURING OF PACKAGING MACHINERY OR PACKAGING-RELATED CONVERTING EQUIPMENT AS DEFINED IN PMMI'S BYLAWS; 2. HAVE BEEN ENGAGED IN THIS ACTIVITY IN THE U.S. OR CANADA FOR A PERIOD OF TWO YEARS PRIOR TO APPLICATION; 3. HAVE APPLIED FOR SUCH MEMBERSHIP AND FOR ALL SERVICES AND PRIVILEGES OF MEMBERSHIP AND HAVE BEEN ELECTED BY THE AFFIRMATIVE VOTE OF THE MAJORITY OF THE BOARD OF DIRECTORS TO SUCH MEMBERSHIP; 4. HAVE AGREED TO PAY ALL FEES, DUES AND ASSESSMENTS REQUIRED TO MEET THE EXPENSES OF THE INSTITUTE; AND 5. AGREE TO ABIDE BY PMMI'S BYLAWS. HONORARY MEMBERS: ANY INDIVIDUAL WHO HAS RENDERED DISTINGUISHED SERVICE TO THE INSTITUTE OR TO THE PACKAGING MACHINERY INDUSTRY, MAY BE ELECTED TO HONORARY MEMBERSHIP IN THE INSTITUTE, BY THE BOARD AND BY THE MEMBERSHIP. SUPPLIER MEMBERS: ANY LEGAL ENTITY, FIRM OR CORPORATION OR SUBSIDIARY OR DIVISION THEREOF THAT IS ENGAGED IN THE MANUFACTURING OF COMMERCIALLY AVAILABLE PACKAGING MACHINERY COMPONENTS AND THAT IS NOT ENGAGED IN THE MANUFACTURING OF PACKAGING MACHINERY OR PACKAGING-RELATED CONVERTING EQUIPMENT AS DEFINED IN THE BYLAWS, MAY APPLY FOR MEMBERSHIP IN THE INSTITUTE AS A SUPPLIER MEMBER. MATERIALS MEMBERS: ANY LEGAL ENTITY, FIRM OR CORPORATION OR SUBSIDIARY OR DIVISION THEREOF THAT IS ENGAGED IN THE MANUFACTURING OF COMMERCIALLY AVAILABLE PACKAGING MATERIALS AND CONTAINERS AND THAT IS NOT ENGAGED IN THE MANUFACTURING OF PACKAGING MACHINERY OR PACKAGING-RELATED CONVERTING EQUIPMENT AS DEFINED PMMI'S BYLAWS, MAY APPLY FOR MEMBERSHIP IN THE INSTITUTE AS A MATERIALS MEMBER. PROCESSING MEMBERS: ANY LEGAL ENTITY, FIRM OR CORPORATION OR SUBSIDIARY THAT IS ENGAGED IN THE MANUFACTURING OF COMMERCIALLY AVAILABLE PROCESSING MACHINERY OR RELATED EQUIPMENT AND THAT IS NOT ENGAGED IN THE MANUFACTURING OF PACKAGING MACHINERY OR PACKAGING-RELATED CONVERTING EQUIPMENT AS DEFINED IN SECTION 3(A) AND 3(B) OF THIS ARTICLE, MAY APPLY FOR MEMBERSHIP IN THE INSTITUTE AS A PROCESSING MEMBER. TO BE ELIGIBLE FOR MEMBERSHIP, A MANUFACTURER MUST HAVE BEEN ENGAGED IN THIS ACTIVITY FOR A PERIOD OF TWO YEARS PRIOR TO APPLICATION, AND SALES OF PROCESSING MACHINERY MUST CONSTITUTE A MAJOR ACTIVITY (AS DETERMINED BY THE BOARD OF DIRECTORS) OF SUCH MANUFACTURER. | |
| FORM 990, PART VI, SECTION A, LINE 7A | AT LEAST FORTY-FIVE DAYS PRIOR TO THE ANNUAL MEETING THE NOMINATING COMMITTEE - CONSISTING OF THE IMMEDIATE PAST CHAIRMAN, WHO SHALL SERVE AS THE CHAIRMAN OF THE NOMINATING COMMITTEE; CHAIRMAN OF THE BOARD; AND VICE CHAIRMAN - SHALL MEET TO SELECT A SLATE OF CANDIDATES TO FILL ANY FULL FOUR (4) YEAR TERM, OR ANY VACANCY FOR A SHORTER TERM SHOULD THE NEED ARISE. IN SELECTING THE SLATE OF QUALIFIED NOMINEES TO BE PRESENTED TO THE MEMBERSHIP, THE NOMINATING COMMITTEE SHALL TAKE INTO CONSIDERATION THE OVERALL COMPANY SIZE AND GEOGRAPHIC MAKEUP OF THE EXISTING BOARD AND SHALL, TO THE EXTENT PRACTICABLE, SELECT NOMINEES THAT WILL MAINTAIN A WELL-BALANCED BOARD, REFLECTING THE INSTITUTE'S GENERAL MEMBERSHIP. NO EXECUTIVE REPRESENTATIVE OF A MEMBER IN AN AFFILIATED GROUP, AS DEFINED IN SECTION 3(C) OF ARTICLE II OF THE PMMI BYLAWS, SHALL BE ELIGIBLE FOR NOMINATION IF ANOTHER MEMBER IS ALREADY A MEMBER OF THE CURRENT BOARD. ONLY ONE NOMINATION FROM AN AFFILIATED GROUP CAN BE CONSIDERED BY THE NOMINATING COMMITTEE. TEN (10) DAYS PRIOR TO THE ANNUAL MEETING, THE PRESIDENT SHALL NOTIFY THE MEMBERS IN WRITING OF THE SLATE OF NOMINEES FOR THE BOARD OF DIRECTORS. NOMINEES RECEIVING THE LARGEST NUMBER OF VOTES FROM MEMBERS AT THE ANNUAL MEETING SHALL BE DECLARED ELECTED. IN THE CASE OF A TIE VOTE AMONG TWO OR MORE NOMINEES, THE SELECTION OF THE NOMINEE(S) TO SERVE AS DIRECTOR(S) SHALL BE DETERMINED BY LOT ON A DRAWING BY THE CHAIRMAN OF THE BOARD. | |
| FORM 990, PART VI, SECTION A, LINE 7B | ALTERATIONS OR AMENDMENTS OF PMMI'S BYLAWS MAY BE PROPOSED BY THE BOARD OF DIRECTORS OR BY PETITION SIGNED BY ANY FIFTEEN (15) GENERAL MEMBERS OF THE INSTITUTE. ACTUAL ALTERATION OR AMENDMENT IS ACCOMPLISHED BY A MAJORITY VOTE OF THE GENERAL (VOTING) MEMBERS PRESENT AND VOTING AT ANY MEETING OF THE INSTITUTE AT WHICH A QUORUM IS PRESENT PROVIDED THAT NOTICE OF SUCH ALTERATION OR AMENDMENT SHALL HAVE BEEN GIVEN TO THE MEMBERS IN WRITING NOT LESS THAN FOURTEEN (14) DAYS PRIOR TO THE DATE OF THE MEETING AT WHICH SUCH MATTER IS TO BE VOTED UPON. GENERAL (VOTING) MEMBERS MAY ALSO CHOOSE TO VOTE BY BALLOT. BALLOTS MUST BE RECEIVED BY THE VICE-CHAIRMAN, OR HIS OR HER DESIGNEE, TWENTY-FOUR (24) HOURS BEFORE THE MEETING VOTE. HONORARY PMMI MEMBERS, AS PREVIOUSLY DESCRIBED, ARE INITIALLY SELECTED BY UNANIMOUS VOTE OF THE BOARD OF DIRECTORS PRESENT AT ANY BOARD MEETING, AND BY TWO-THIRDS VOTE OF THE MEMBERS PRESENT AT A SUBSEQUENT GENERAL MEMBERSHIP MEETING. THE BOARD OF DIRECTORS, AS EMPOWERED BY AN AFFIRMATIVE VOTE OF TWO-THIRDS OF ALL PMMI MEMBERS, MAY SUSPEND OR EXPEL A MEMBER FOR CAUSE AFTER PROVIDING THE MEMBER WITH REASONABLE NOTICE AND OPPORTUNITY TO ANSWER THE CHARGES AGAINST IT AND AN APPROPRIATE HEARING. THE BOARD OF DIRECTORS SHALL HAVE POWER TO ESTABLISH DIVISIONS OF PMMI UNDER SUCH REGULATIONS AS MAY BE VOTED BY THE MEMBERSHIP. THE BOARD OF DIRECTORS SHALL ALSO HAVE POWER TO ESTABLISH DIVISIONS TENTATIVELY, SUBJECT TO RATIFICATION BY THE MEMBERSHIP. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE PMMI 990 IS REVIEWED BY MEMBERS OF THE EXECUTIVE COMMITTEE AND APPROPRIATE STAFF PERSONS PRIOR TO FILING. | |
| PMMI REQUIRES ANNUAL DISCLOSURES BY ALL BOARD MEMBERS, AND SUCH DISCLOSURES ARE REVIEWED FOR COMPLIANCE AND TO ENSURE RECUSAL OR OTHER APPROPRIATE CONDUCT BY ANY CONFLICTED DIRECTOR. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE RESPONSIBILITY FOR ASSESSING THE PRESIDENT AND CEO'S ANNUAL PERFORMANCE AND DETERMINING HIS ANNUAL PAY CHANGE IS THAT OF THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS (THE COMMITTEE). THE COMMITTEE USES A COMBINATION OF GOAL SETTING AND COMPETENCIES TO EVALUATE PERFORMANCE. THE ANNUAL PERFORMANCE CYCLE IS 12 MONTHS WITH TWO FORMAL MEETING EACH YEAR - PERFORMANCE FEEDBACK /PLANNING MEETING AND A MID CYCLE REVIEW. THE PERFORMANCE CYCLE COVERS A 12-MONTH PERIOD BEGINNING ON THE EMPLOYMENT ANNIVERSARY DATE EACH YEAR. THE CYCLE PROVIDES A CONTEXT FOR ALL WORK-RELATED PERFORMANCE AND BEHAVIOR. THE ACTIVITIES THAT OCCUR WITHIN THE CYCLE - PLANNING, OBSERVING AND REVIEWING PERFORMANCE, AND PROVIDING FEEDBACK - ARE ONGOING. THE PRESIDENT AND CEO DEVELOPS A PERFORMANCE PLAN WHICH IS SUBMITTED TO THE COMMITTEE FOR REVIEW AND APPROVAL. THE CHAIR OF THE EXECUTIVE COMMITTEE (THE CHAIR) COMMUNICATES WITH THE PRESIDENT AND CEO PERIODICALLY THROUGHOUT THE PERFORMANCE PERIOD TO DISCUSS THE ORGANIZATION'S RESULTS AND ADJUST THE PLAN AS NECESSARY. THE FORMAL EVALUATION BETWEEN THE PRESIDENT AND CEO AND THE COMMITTEE OCCURS AT THE END OF THE ANNUAL CYCLE. THE CHAIR IS RESPONSIBLE FOR MEETING WITH THE PRESIDENT AND CEO TO REVIEW HIS PERFORMANCE RESULTS AFTER COLLABORATION WITH THE COMMITTEE. THE FORMAL EVALUATION INCLUDES SUMMARIZING AND DOCUMENTING THE PRESIDENT AND CEO'S PERFORMANCE OVER THE PAST 12 MONTHS. THE COMMITTEE RETAINED THE SERVICES OF AN OUTSIDE CONSULTING FIRM TO REVIEW THE EXTERNAL COMPETIVENESS OF THE PRESIDENT AND CEO'S COMPENSATION PACKAGE IN THE CONTEXT OF THOSE PROVIDED TO EXECUTIVES IN COMPARABLE TRADE ASSOCIATIONS. THE REVIEW DOCUMENTS THE PEER GROUP ACCORDING TO INDUSTRY TYPE AND ANNUAL OPERATING BUDGETS. ADDITIONAL BENCHMARKING DATA IS AVAILABLE TO THE COMMITTEE FROM OTHER SOURCES THAT HAVE COMPLETED A MARKET ANALYSIS BASED ON SURVEY RESULTS FROM DATA FROM COMPARABLE ORGANIZATIONS IN THE TRADE ASSOCIATION INDUSTRY. KEY EMPLOYEES: THE RESPONSIBILITY FOR ASSESSING THE ANNUAL PERFORMANCE AND PAY CHANGES FOR KEY EMPLOYEES IS THAT OF THE PRESIDENT AND CEO. THE PROCESS INCLUDES A COMBINATION OF GOAL SETTING AND COMPETENCIES TO EVALUATE PERFORMANCE. THE PERFORMANCE CYCLE COVERS A 12-MONTH PERIOD BEGINNING ON THE EMPLOYMENT ANNIVERSARY DATE EACH YEAR. IN ADDITION, EACH CALENDAR YEAR, INDIVIDUAL GOAL SETTING OCCURS AFTER THE PRIORITY GOALS FOR THE ORGANIZATION HAVE BEEN DOCUMENTED. THE GOALS OF THE KEY EMPLOYEES ARE IN SUPPORT OF THE OVERALL GOALS OF THE ORGANIZATION. COLLECTIVELY, THESE TWO PROCESSES PROVIDE THE CONTEXT FOR ALL WORK-RELATED PERFORMANCE AND BEHAVIOR. THE ACTIVITIES THAT OCCUR WITHIN THESE CYCLES - PLANNING, OBSERVING AND REVIEWING PERFORMANCE AND PROVIDING FEEDBACK ARE ONGOING. THE PERFORMANCE PLAN FOR KEY EMPLOYEES IS ADDRESSED BOTH IN THE PERFORMANCE APPRAISAL DOCUMENT AND DURING THE GOAL SETTING PROCESS AS APPROPRIATE AND ARE REVIEWED AND APPROVED BY THE CEO. FORMAL EVALUATION BETWEEN THE KEY EMPLOYEES AND THE PRESIDENT /CEO OCCURS BOTH AT THE END OF THE ANNUAL CYCLE AND THE CALENDAR YEAR CYCLE AND INCLUDES SUMMARIZING AND DOCUMENTING THE KEY EMPLOYEES' PERFORMANCE OVER EACH 12 MONTH PERIOD. THE SERVICES OF AN OUTSIDE CONSULTING FIRM WERE RETAINED TO ASSESS THE EXTERNAL COMPETIVENESS OF COMPENSATION FOR THE KEY EMPLOYEE POSITIONS. THIS EVALUATION INCLUDED COLLECTING AND ANALYZING JOB CONTENT DATA FOR EACH POSITION; ESTABLISHING A PROTOCOL FOR BENCHMARKING COMPENSATION FOR SIMILAR POSITIONS IN THE VARIOUS LABOR MARKETS IN WHICH THE ORGANIZATION COMPETES FOR EXECUTIVE TALENT; AND UTILIZING INFORMATION FROM PUBLISHED SOURCES TO OBTAIN MARKET PAY DATA ON SIMILAR EXECUTIVE POSITIONS. ADDITIONAL BENCHMARKING DATA IS AVAILABLE TO THE PRESIDENT AND CEO FROM OTHER SOURCES THAT HAVE COMPLETED A MARKET ANALYSIS BASED ON SURVEY RESULTS OF DATA FROM COMPARABLE ORGANIZATIONS IN THE TRADE ASSOCIATION INDUSTRY. | FORM 990, PART VI, SECTION B, LINE 15A | |
| PMMI DOES NOT GENERALLY MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 1,293,926. EQUITY IN EARNINGS OF SUBSIDIARY 710,783. FOREIGN CURRENCY TRANSLATION 24,204. TOTAL TO FORM 990, PART XI, LINE 5: 2,028,913. | FORM 990, PART XI, LINE 5: |
| THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACK EXPO SERVICES LLC (DISREGARDED ENTITY) | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11911 FREEDOM DR STE 600 | AddressLine1 |
| City | RESTON | City |
| State | VA | State |
| ZIP Code | 20190 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770603356 | EIN |
| Primary Activities | EXHIBITOR CONTRACTOR SERVICES | PrimaryActivities |
| Legal Domicile State | VA | LegalDomicileState |
| Total Income | 13621600 | TotalIncome |
| EOY Assets | 2025670 | EOYAssets |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PMMI EDUCATION AND TRAINING FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11911 FREEDOM DR STE 600 | AddressLine1 |
| City | RESTON | City |
| State | VA | State |
| ZIP Code | 20190 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541820667 | EIN |
| Primary Activities | PERFORMS THE CHARITABLE, EDUCATIONAL, AND SCIENTIFIC FUNCTIONS OF PMMI | PrimaryActivities |
| Legal Domicile State | VA | LegalDomicileState |
| Exempt Code Section | 501(C)3 | ExemptCodeSection |
| Public Charity Status | 509(A)3 | PublicCharityStatus |
| Controlled Org | 1 | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | Primary ActivityPrimaryActivity | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|
| EXPOPAK DE MEXICO SA DE CV | ||||||||||
| HOMERO NO 418 PISO 7 COL CHAPUL | MEXICO D.F. | MX | 11570 | TRADE SHOW | MX | PACKAGING MACHINERY MANUFACTURERS INSTITUTE INC | C | 4403500 | 2362523 | 1.00000 |
| EP ADMINISTRACION Y SERVICIOS PARA EXPOSICIONES SA DE CV | ||||||||||
| HOMERO NO 418 PISO 7 COL CHAPUL | MEXICO D.F. | MX | 11570 | ORGANIZATIONAL AND PERSONNEL SERVICES FOR EXPOPAK DE MEXICO | MX | PACKAGING MACHINERY MANUFACTURERS INSTITUTE INC | C | 5513 | 17530 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| EXPOPAK DE MEXICO SA DE CV | ||
| A | 884327 | CASH |
| PMMI EDUCATION AND TRAINING FOUNDATION | ||
| B | 102706 | CASH |
| EXPOPAK DE MEXICO SA DE CV | ||
| R | 993250 | CASH |