2024-04-09T11:48:55-05:00 2023-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-01-01 530260631 PEANUT AND TREE NUT PROCESSORS ASSOCIATION PEAN 3013652521 PO BOX 2660 ALEXANDRIA VA 22301 BRIAN EZELL SECRETARY/TREASURER 3013652521 2024-04-09 1 BRIAN EZELL 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z JEANNIE SHAUGHNESSY PO BOX 2660 ALEXANDRIA VA 22301 2351688 0 X WWW.PTNPA.ORG X 1939 DC SEE PART III, LINE 1. 15 15 6 100 0 0 2290 2680 1911919 2347200 477 1808 0 0 1914686 2351688 0 0 0 0 605587 912489 0 0 0 1082911 1472522 1688498 2385011 226188 -33323 2838753 2954839 1692413 1841822 1146340 1113017 TO PROVIDE A COMMON FORUM FOR THE PROCESSORS AND MANUFACTURERS OF PEANUT, TREE NUTS, AND RELATED PRODUCTS, AND THE SUPPLIERS OF GOODS AND SERVICES, IN ORDER TO FURTHER THE ADVANCEMENT OF THE INDUSTRY. 0 0 EDUCATION OF MEMBERS THROUGH ANNUAL CONVENTION, TRADE SHOW, SEMINARS AND NEWSLETTERS. PROVIDE INDUSTRY INFORMATION THROUGH CHARTS AND GRAPHS. MONITOR FEDERAL AND STATE GOVERNMENT REGULATIONS. 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 6 1 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X JEANNIE SHAUGHNESSY 3013652521 PO BOX 2660 ALEXANDRIA VA 22301 JOEL PERKINS VICE CHAIR 3.00 X X 0 0 0 BRIAN EZELL SECRETARY/TREASURER 1.00 X X 0 0 0 GEORGE ARGIRES DIRECTOR 2.00 X 0 0 0 ANGELA BAUER DIRECTOR 1.00 X 0 0 0 MICHAEL CAMPAGNA DIRECTOR 1.00 X 0 0 0 DAVID BIRDSONG DIRECTOR 1.00 X 0 0 0 MIA COHEN DIRECTOR 3.00 X 0 0 0 JOHN DREHOBL DIRECTOR 1.00 X 0 0 0 JEANNINE GRECH DIRECTOR 2.00 X 0 0 0 JUSTIN HINTLIAN DIRECTOR 1.00 X 0 0 0 CRAIG LEVA DIRECTOR 1.00 X 0 0 0 ANGELA LOSURDO DIRECTOR 1.00 X 0 0 0 STEPHEN O'MARA DIRECTOR 1.00 X 0 0 0 BOB SAUER DIRECTOR 1.00 X 0 0 0 STEVEN ZAFFARANO DIRECTOR 2.00 X 0 0 0 WARREN COHEN DIRECTOR (6/1/23-12/15/23) 2.00 X 0 0 0 JEANNIE SHAUGHNESSY CEO 45.00 X 313781 0 39909 JOHN LARSEN CHAIRMAN 4.00 X 0 0 0 ERIN JORDAN OPERATIONS 40.00 X 101863 0 21502 415644 0 61411 2 0 1 0 HOGAN LOVELLS US LLP 555 13TH STREET NW WASHINGTON DC 20004 LEGAL SERVICES 123002 1 2680 2680 DUES 900099 1217250 1217250 CONVENTION INCOME 900099 1045000 1045000 TECHNICAL PROGRAM 900099 84950 84950 2347200 1808 1808 2351688 2347200 0 1808 X 353690 448955 31788 31750 46306 113565 65455 1500 24358 45137 19580 9600 19609 1110651 1375 5327 EXCISE PROXY TAX 105 INDUSTRY ISSUES 21260 TRAINING 11538 MEMBERSHIP DATABASE 8834 14628 2385011 1977787 1999629 545749 546426 76795 146444 236649 261942 15392 14994 1773 398 2838753 2954839 135256 52335 1557157 1789487 1692413 1841822 X 1146340 1113017 1146340 1113017 2838753 2954839 -33323 0 X 0 0 0 0 0 0 1217250 1500 1500 0 1500 7892 7687 205 7500 7307 193 398 PART VI, LINE 1E: ON SCHEDULE D, PART VI, LINE 1E, THE VALUES ON THAT LINE REPRESENT THE COST, ACCUMULATED DEPRECIATION, AND NET BOOK VALUE FOR PTNPA SOFTWARE. X 1 1 X X X 0 0 0 JEANNIE SHAUGHNESSY CEO 284381 0 29400 0 0 0 7909 0 32000 0 353690 0 0 0 PART I, LINE 1A THE ORGANIZATION PROVIDED A $750 MONTHLY AVERAGE ($9,000) REIMBURSEMENT TO THE EXECUTIVE DIRECTOR FOR THE USE OF A HOME OFFICE. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS 3 CLASSES OF MEMBERS: ACTIVE MEMBERS, ASSOCIATE MEMBERS AND INDUSTRY AFFILIATE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A ASSOCIATION ACTIVE MEMBERS HAVE THE RIGHT TO ELECT THE MEMBERS OF THE GOVERNING BODY OF THE ORGANIZATION. ASSOCIATE MEMBERS AND INDUSTRY AFFILIATE MEMBERS DO NOT HAVE THAT RIGHT. FORM 990, PART VI, SECTION B, LINE 11B PTNPA'S POLICY IS THAT THE FORM 990 IS PREPARED BY OUTSIDE ACCOUNTANTS, REVIEWED BY THE CEO AND OTHER REPRESENTATIVES OF THE BOARD BEFORE BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C AT THE ANNUAL PTNPA BOARD MEETING EACH BOARD MEMBER WILL BE ASKED TO DISCLOSE ANY CONFLICTS THAT THEY HAVE AS IT RELATES TO THE OPERATION OF THE ASSOCIATION AND THEIR ABILITY TO PERFORM THE FUNCTIONS OF A BOARD MEMBER IN A WAY THAT IS HARMFUL TO THE ORGANIZATION, ITS MEMBERS OR OTHER BOARD MEMBERS. ANY KNOWN OR PERCEIVED CONFLICTS SHOULD BE COMMUNICATED AT THAT TIME AND DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15A PTNPA ESTABLISHED A COMMITTEE AND USED INDEPENDENT RESOURCES INCLUDING THE FORM 990'S FOR OTHER SIMILAR ORGANIZATIONS, ALONG WITH MULTIPLE SALARY SURVEY STUDIES/REPORTS (NONPROFIT TIMES, ASSOCIATION TRENDS, GUIDESTAR, WALL STREET JOURNAL) AND SIMILAR COMPENSATION RELATED DATA (I.E. SALARY.COM) TO DETERMINE A COMPETITIVE SALARY LEVEL. THE PROPOSED COMPENSATION AMOUNT WAS APPROVED AND IS DOCUMENTED IN PTNPA BOARD MEETING MINUTES. THE CEO IS WORKING UNDER A 3-YEAR CONTRACT, THAT WAS RENEWED IN MARCH OF 2023. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 24E PAYROLL PROCESSING FEES 7,696. STORAGE DOCUMENT SECURITY 6,632. LICENSES & REGISTRATIONS 300.