2023-06-26T08:46:39-05:00 2022-12-31 111986323 Marcum LLP 1899 L Street NW Suite 850 Washington DC 20036 990 2022-01-01 530114930 Consumer Brands Association GROC 5713786760 1001 19th Street North 7th Floor Arlington VA 22209 Ms Stacy Papadopoulos COO & General Counsel 5713786740 2023-06-26 1 Ms Stacy Papadopoulos 999009999 0 Thomas J Raffa P00916458 2022274000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z David Chavern PresCEO 1001 19th Street North 7th Floor Arlington VA 22209 49568079 0 X www.consumerbrandsassociation.org X 1909 VA CBA represents the world's leading consumer packaged goods companies. 53 53 56 0 168904 139500 1102753 1642000 22223362 18911938 1737953 343791 743118 -1259767 25807186 19637962 3148616 396439 0 0 10299725 8969286 0 0 0 12890983 7751959 26339324 17117684 -532138 2520278 43175702 34521787 27176082 19594390 15999620 14927397 X The Consumer Brands Association represents the world's leading consumer packaged goods (CPG) companies. From household products and personal care to food and beverage products, the CPG industry plays a vital role in powering the U.S. economy. The Association's mission is to champion growth and innovation for the industry whose products consumers depend on every day. 0 0 Advocacy: Through this program, the Association monitors and advocates for public policy issues affecting the consumer packaged goods (CPG) industry. The Association provides a link between the CPG industry and federal and state policy makers and regulators to champion smart regulations and policies that enhance consumer safety and wellness and maintain product affordability and accessibility. Additionally, by creating a clear, compelling narrative about the industry, the Association works to change perceptions, generate stronger political and public support for the industry and shape policy for the benefit of its members and consumers. Industry Engagement - Through this program, the Association seeks to retain existing members, recruit new members and create a forum for gathering the most influential leaders from the consumer packaged goods industry for collaborative learning, trend-spotting, and problem solving, all with the goal of ensuring a bright and vibrant future for the industry and the consumers served. This initiative also provides forums such as conferences, workshops and webinars to exchange industry ideas and insights. Regulatory Compliance: Through this program, the Association works to protect public health and assure consumer confidence in the consumer packaged goods industry and its products. The team is comprised of subject-matter experts with extensive networks within key government agencies and non-governmental organizations. Regulatory Compliance staff monitor regulatory issues affecting the consumer packaged goods industry and develop strategies to advance regulations that are science-based and protect public health through engagement with the Food and Drug Administration, Department of Agriculture, Environmental Protection Agency and the Centers for Disease Control and Prevention. This initiative also provides forums such as conferences, workshops and webinars to exchange industry ideas and insights. SmartLabel: This program is a voluntary digital transparency initiative that allows consumers to find more detailed information about the products they use and consume, beyond the printed label. The initiative spans food, beverage, personal care, household, supplement, over-the-counter, and pet care products. 0 1 0 1 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 46 0 1 56 1 1 1 0 0 0 1 0 0 1 0 X 53 53 0 0 0 0 1 1 0 1 1 0 0 0 1 0 1 1 1 0 0 0 X Stacy Papadopoulos COO & General Counsel 5713786760 1001 19th Street North 7th Floor Arlington VA 20005 Jeff Harmening General Mills Inc.; Chair 1.00 X X 0 0 0 Linda Rendle The Clorox Co.,; Vice Chair 1.00 X X 0 0 0 Chris Calamari Abbott Nutrition; Director 1.00 X 0 0 0 Casey Keller BG Foods Inc.; Director 1.00 X 0 0 0 Patrick Lockwood-Taylor Bayer Consumer Health; Director 1.00 X 0 0 0 Darcy Davenport Bellring Brands; Director 1.00 X 0 0 0 Fred Penny Bimbo Bakeries USA; Director 1.00 X 0 0 0 Mark Jansen Blue Diamond Growers; Director 1.00 X 0 0 0 Al Williams Bush Brothers Co.; Director 1.00 X 0 0 0 Mark Clouse Campbell Soup Co.; Director 1.00 X 0 0 0 Matt Farrell Church Dwight Co., Inc.; Director 1.00 X 0 0 0 Jesper Nordengaard Colgate- Palmolive Co.; Director 1.00 X 0 0 0 Sean Connolly Conagra Brands, Inc.; Director 1.00 X 0 0 0 Shane Grant Danone North America; Director 1.00 X 0 0 0 Greg Longstreet Del Monte Foods, Inc.; Director 1.00 X 0 0 0 Juan Carlos Dalto Dole Packaged Foods; Director 1.00 X 0 0 0 Rod Little Edgewell Pers Care Co.; Director 1.00 X 0 0 0 Marco Capurso Ferrara; Director 1.00 X 0 0 0 Todd Siwak Ferrero USA Inc.; Director 1.00 X 0 0 0 Ryals McMullian Flowers Foods, Inc.; Director 1.00 X 0 0 0 Billy Cyr Freshpet Inc Director 1.00 X 0 0 0 Fernando Gonzalez Georgia- Pacific Consumer Products; Director 1.00 X 0 0 0 Laura Knebusch Georgia- Pacific Consumer Products; Director 1.00 X 0 0 0 Wendy Davidson Glanbia Performance Nutrition; Director 1.00 X 0 0 0 Henk Hartong Havest Hill Beverage Co.; Director 1.00 X 0 0 0 Alan Wolpert Henkel Corp Director 1.00 X 0 0 0 Jim Snee Hormel Foods Corp.; Director 1.00 X 0 0 0 Andy Callahan Hostess Brands, LLC; Director 1.00 X 0 0 0 Kathy Widmer JJ Consumer Health; Director 1.00 X 0 0 0 Dan Fachner JJ Snack Foods Corp.; Director 1.00 X 0 0 0 Chris Hood Kellogg Co Director 1.00 X 0 0 0 Mauricio Leyva Keurig Dr. Pepper; Director 1.00 X 0 0 0 Tom Werner Lamb Weston Holdings, Inc.; Director 1.00 X 0 0 0 Heather Anfang Land O' Lakes; Director 1.00 X 0 0 0 Lawrence Kurzius McCormick & Co., Inc.; Director 1.00 X 0 0 0 Tricia Wallwork Milo's Tea Co Inc.; Director 1.00 X 0 0 0 Gavin Hattersley Molson Coors Beverage Co.; Director 1.00 X 0 0 0 Glen Walter Mondelez Internat'l, Inc.; Director 1.00 X 0 0 0 Gustavo Valle Mondelez Internat'l, Inc.; Director 1.00 X 0 0 0 Stanley Dunbar Moody Dunbar, Inc.; Director 1.00 X 0 0 0 Louis Gottsponer Morgan Foods, Inc.; Director 1.00 X 0 0 0 Michael Price Nissin Foods Director 1.00 X 0 0 0 Tom Hayes Ocean Spray Cranberries, Inc.; Director 1.00 X 0 0 0 Gregg Roden PepsiCo Inc Director 1.00 X 0 0 0 Steven Williams PepsiCo Inc Director 1.00 X 0 0 0 Howard Friedman Post Holdings; Director 1.00 X 0 0 0 Nico Catoggio Post Holdings; Director 1.00 X 0 0 0 Kris Licht Reckitt Director 1.00 X 0 0 0 Richard Ferranti Rich Products Corp; Director 1.00 X 0 0 0 Laura Flanagan Ripple Foods; Director 1.00 X 0 0 0 Louie Gentine Sargento Foods, Inc.; Director 1.00 X 0 0 0 Shane Smith Smithfield Director 1.00 X 0 0 0 Mark Rahiya The Coca-Cola Co.; Director 1.00 X 0 0 0 Mark Schiller The Hain Celestial Group, Inc.; Director 1.00 X 0 0 0 Nick Vlahos The Honest Co.; Director 1.00 X 0 0 0 Mark Smucker The JM Smucker Co.; Director 1.00 X 0 0 0 Monica Turner The Procter & Gamble Co.; Director 1.00 X 0 0 0 Dimitrios Smyrnios The Schwan Food Co.; Director 1.00 X 0 0 0 Patrick Criteser Tillamook County Creamery Assoc.; Director 1.00 X 0 0 0 Dylan Lissette Utz Brands, Inc.; Director 1.00 X 0 0 0 Howard Friedman Utz Brands, Inc.; Director 1.00 X 0 0 0 Geoffrey Freeman President & CEO (thru 8/4/2022) 37.00 0.50 X 2316831 0 10622 Stacy Papadopoulos Sec./Treas. & COO & GC 34.50 3.00 X 676311 0 402177 Joseph Aquilina Ass't Sec., Assoc. GC 37.00 0.50 X 199120 0 48764 Rhonda Bentz Exec. VP, Public Affairs 37.50 X 515299 0 268827 Ellen Davis Exec. VP, Member Engagement 37.50 X 737841 0 240430 Betsy Booren Sr. VP, Regulatory & Tech. Affairs 37.50 X 166721 0 416 John Hewitt Sr. Dir. - State Affairs 37.50 X 298935 0 94264 Kathryn Denis Sr. Dir.-Industry Narrative 37.50 X 291024 0 15783 Roberta Wagner VP-Reg. & Tech. Affairs 37.50 X 265137 0 74174 Thomas Madrecki VP-Supply Chain 37.50 X 237720 0 57609 Kristen Hewlett VP-Op's & Finance 35.50 2.00 X 209942 0 56436 5914881 0 1269502 23 0 1 0 SSI (US) Inc PO Box 98991 Chicago IL 60693 Exec. search services 500000 Prologue 2335 E Colorado Blvd 115 Pasadena CA 91107 Strategic counsel & org. support 280000 RMC (Rocky Mountain Connections) 110 Midland Ave Basalt CO 81621 Event support 242751 TekHelper LLC 6063 Adcock Lane Hanover MD 21076 IT services 242636 Multistate Associates Inc 1000 Wilson Blvd 1800 Arlington VA 22209 Mgm't & gov't relations consulting 181193 18 1642000 1642000 Membership dues 900099 15190127 15190127 Special member assessment 900099 2456192 2456192 Smart Label subscriptions 900099 588470 588470 Conference registrations 900099 367903 367903 Project funding 900099 213442 213442 95804 95804 18911938 465848 465848 6634 6634 29808060 29930117 -122057 -122057 -122057 Advertising 541800 168904 168904 Prof. services & exp. reimb's 900099 104894 104894 Exempt pass-thru K-1 invest loss 900099 -1540199 -1540199 -1266401 19637962 19016832 168904 -1189774 X 396439 4087639 4102035 -133270 451637 461245 441693 98228 948835 120609 2648866 172064 217070 351726 902717 225342 736881 340439 113263 Excise tax provision 276535 Dues 119431 UBI exp. provision 38260 17117684 2968683 5850129 1201325 1063368 197709 1015349 343352 435013 4128479 1655857 2753712 2472622 15368358 22888 13285362 16993251 7057201 6669167 43175702 34521787 12417106 3294301 2220864 3871173 12538112 12428916 27176082 19594390 X 15999620 14927397 15999620 14927397 43175702 34521787 X 2520278 -1876122 660394 -2376773 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Consumer Brands PAC 1001 19th St N Arlington VA 22209 911981944 32846 0 0 1 15190127 2389464 -578658 1810806 2430420 -619614 2363984 636102 1727882 599199 274860 324339 1165296 744895 420401 2472622 Institutional funds (partnerships) 16993251 F 16993251 Office lease security deposit 100000 Right of use asset 6569167 6669167 Accrued pension and post-retirement benefits 2822131 Lease liability 9606785 12428916 X 17993684 -1876122 352453 -1523669 19517353 120609 120609 19637962 17169458 172383 172383 16997075 120609 120609 17117684 Part X, Line 2: Management reviews and assesses all activities annually to identify any changes in the scope of the activities and revenue sources and the tax treatment thereof to identify any uncertainty in income tax. For the year ended December 31, 2022, management did not identify any uncertainty in income tax requiring recognition or disclosure in the financial statements. Part XI, Line 2d - Other Adjustments: Revenue of entities other than CBA included in the consolidated audited financial statements, net of elimination entries. 352,453. Part XII, Line 2d - Other Adjustments: Expenses of entities other than CBA included in the consolidated audited financial statements, net of elimination entries. 172,383. 1 CA Center for Jobs & the Economy 1301 I Street Sacramento CA 95814 352478507 501(c)(3) 50000 0 Economic research support Center Forward 1214A Ingleside Ave McLean VA 22101 272429741 501(c)(4) 20000 0 General support Conference of Western Attorneys General 5050 Laguna Blvd Suite 112-323 Elk Grove CA 95758 680250561 501(c)(3) 30000 0 General support Congressional Black Caucus Foundation 1720 Massachusetts Ave NW Washington DC 20036 521160561 501(c)(3) 7500 0 Event sponsorship Congressional Hispanic Caucus Institute 1128 16th St NW Washington DC 20036 521114225 501(c)(3) 7500 0 Event sponsorship Congressional Sportsmen's Foundation 110 North Carolina Ave SE Washington DC 20003 521686163 501(c)(3) 10000 0 General support Consumer Federation of America 1620 I St NW 200 Washington DC 20006 520880625 501(c)(3) 6000 0 Conference sponsorship FIAE 664 Sandpiper Bay Drive SW Sunset Beach NC 28468 742155907 501(c)(6) 7500 0 General support Global Women's Innovation Network 233 Pennsylvania Ave SE 2nd Fl Washington DC 20003 271428117 501(c)(3) 15000 0 General support National Governors Association 444 North Capitol St NW 267 Washington DC 20001 237391796 501(c)(3) 30000 0 Event sponsorship National Narcotics Officers Associations PO Box 266 Elizabethtown NC 28337 954755534 501(c)(6) 7500 0 General support Nexstar Media Inc 5000 Riverside Dr Bldg 5 200 Irving VA 75039 233063152 N/A - C-Corp 95000 0 Event sponsorship NRF National Retail Federation PO Box 823953 Philadelphia PA 19182 135582627 501(c)(3) 10000 0 General support Senate Presidents' Forum 579 Broadway HastingsonHudson NY 10706 223284046 501(c)(3) 35000 0 Educational programming support State Government Affairs Council 201 N Union St 110 Alexandria VA 22314 521067087 501(c)(6) 6500 0 General support 10 5 Part I, Line 2: Contributions are made with the general understanding that funding will be used to support a specific program (general contribution) or research grant (with an expected deliverable) that is aligned with the interests of the consumer packaged goods industry and/or their customers. General contributions are made to well-established organizations known for successfully accomplishing specific goals of interest while research grants are made by program managers who receive updates and monitor progress to ensure research deliverables are completed. X X 0 1 X X X X X X 0 1 0 Geoffrey Freeman President & CEO (thru 8/4/2022) 761800 0 775000 0 780031 0 0 0 10622 0 2327453 0 1375000 0 Stacy Papadopoulos Sec./Treas. & COO & GC 399661 0 276440 0 210 0 384714 0 17463 0 1078488 0 276440 0 Joseph Aquilina Ass't Sec., Assoc. GC 158620 0 40500 0 0 0 42304 0 6460 0 247884 0 29500 0 Rhonda Bentz Exec. VP, Public Affairs 480299 0 35000 0 0 0 267750 0 1077 0 784126 0 0 0 Ellen Davis Exec. VP, Member Engagement 404661 0 333180 0 0 0 222966 0 17464 0 978271 0 333180 0 Betsy Booren Sr. VP, Regulatory & Tech. Affairs 20245 0 81600 0 64876 0 0 0 416 0 167137 0 81600 0 John Hewitt Sr. Dir. - State Affairs 259794 0 39141 0 0 0 76799 0 17465 0 393199 0 39141 0 Kathryn Denis Sr. Dir.-Industry Narrative 227717 0 43000 0 20307 0 0 0 15783 0 306807 0 43000 0 Roberta Wagner VP-Reg. & Tech. Affairs 222297 0 42840 0 0 0 62049 0 12125 0 339311 0 0 0 Thomas Madrecki VP-Supply Chain 207120 0 30600 0 0 0 54131 0 3478 0 295329 0 0 0 Kristen Hewlett VP-Op's & Finance 199173 0 10769 0 0 0 54443 0 1993 0 266378 0 0 0 Part I, Line 1a First class travel for the President and CEO was provided in accordance with the employment agreement. Such costs were required to be substantiated via receipts and itinerary submitted. All travel was business related. Tax gross-up provided on life insurance and parking benefits. Part I, Line 1b First class travel was provided in accordance with the board approved employment agreement. The tax gross-up on life insurance and parking benefits was not part of the board approved compensation or other written policies on benefits, but was approved by the interim CEO. Part I, Line 4b Geoff Freeman, President and CEO (through 8/4/2022): CBA provides a 457(f) Plan for its President and CEO. There was no employer contribution to this Plan in 2022. Upon separation of employment, the full balance of $681,330 was paid out. Form 990, Part VI, Section A, line 6 There are two categories of membership in CBA: Under the terms of the bylaws approved in February 2021, membership classes include the following: 1. Core members: Entities engaged in the manufacture of consumer packaged goods. 2. Individual members: Any individual who is committed to the objectives of the Association and satisifies the requirements which may be established from time to time. Form 990, Part VI, Section A, line 7a The governing body of CBA is its Board of Directors. Under the bylaws approved Feb. 2021, voting members include Core members with annual total sales of at least $1 billion. Each voting member in good standing shall be entitled to elect one director who will be its representative and to vote for the election of At-Large Directors. From one to fifteen At-Large Directors may be elected from the Core members who are not voting members to assure a balance of representation in terms of size and product categories. Voting members shall have terms of two years. Form 990, Part VI, Section B, line 11b CBA's Federal Form 990 is reviewed by the Director of Accounting, VP of Operations and by General Counsel. Such review takes place upon receipt of the draft Form 990 received from the independent public accounting firm who conducts the consolidated financial statement audit of CBA. The review involves comparison of financial data in the Form 990 with the audited financial statements and the books and records of CBA and review of all narrative information for accuracy and completeness by the appropriate CBA staff. Form 990, Part VI, Section B, line 12c CBA has a written conflict of interest policy for the board though members were not asked to sign the form. In addition to the written conflict of interest policy, CBA's in-house legal counsel regularly reviews antitrust and conflict of interest policies at board meetings and most committee meetings. Members of the CBA Finance and Audit Committee shall make an initial determination as to whether a conflict exists and what subsequent action is appropriate, if any. The CBA Finance and Audit Committee shall inform the Board of such determination and action. The Board shall retain the right to modify or reverse such determination and action, and shall retain the ultimate enforcement authority with respect to the interpretation and application of this policy. Form 990, Part VI, Section B, line 15 Specific to the President and CEO, a salary survey was obtained in 2018 and the base salary rate has remained unchanged. The 2022 compensation, exclusive of a tax gross-up of $8,722, was reviewed and approved by the compensation committee of the Board of Directors. The tax gross-up was approved by CBA's interim acting CEO. Compensation recommendations for other officers and key employees are reviewed and approved by CBA's CEO. Form 990, Part VI, Section C, line 19 CBA makes its Form 990 available upon request. Audited financial statements and governing documents may be made available upon CBA's consideration of the request. Form 990, Part IX, line 11g Recruiting fees 543,182. Temporary help 36,587. Other consulting fees 2,069,097. Form 990, Part XI, line 9: Unrecognized actuarial loss -2,376,773. Form 990, Part XII, Line 2c The Finance and Audit Committee of the Consumer Brands Association is responsible, annually, for the approval of the independent public accounting firm who conducts the consolidated financial statement audit of CBA and for the approval of the consolidated audited financial statements. This process is unchanged from the prior year. Consumer Brands Association Foundation 1001 19th St North 7th Fl Arlington VA 22209 522088235 Research, training & education programs to the CPG industry and consumers DC 501(c)(3) 12(a) N/A 1 Consumer Brands Political Action Committee 1001 19th St North 7th Fl Arlington VA 22209 911981944 Raises money to contribute to candidates that share CBA's goals DC 527 N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 Consumer Brands Foundation O 101239 Fair value Consumer Brands Foundation P 196928 Fair value Consumer Brands Foundation Q 91641 Fair value