2018-11-15T10:52:59-06:00 2017-12-31 ERNST & YOUNG US LLP 155 N Wacker Drive Chicago IL 60606 990 2017-01-01 363992031 DAIRY MANAGEMENT INC % QUINTON BAILY DAIR 8478032000 10255 W Higgins Road suite 900 Rosemont IL 60018 QUINTON BAILY CFO 2018-11-14 true TAMARA TARAZI P01266026 3128792000 2018-11-07 75.23.198.254 36964520183195000041 2018-11-15 P B26A0E7ADF3B9DE143B5ECD047BF97D8CB3915A7 792E0AAC5A27EF8E692221D1D01611EA294E7B56 2017 2019-02-21 02:37:17Z Thomas Gallagher 10255 W Higgins Road Ste 900 Rosemont IL 60018 155016092 false X WWW.DAIRY.ORG X 1995 DC TO INVEST DAIRY PRODUCER CHECKOFF FUNDS IN STRATEGIC, COORDINATED MARKETING PROGRAMS DESIGNATED TO INCREASE CONSUMPTION OF DAIRY PRODUCTS BOTH DOMESTICALLY AND INTERNATIONALLY. 81 81 280 61 0 0 0 0 157671907 155016092 0 0 0 0 157671907 155016092 1610000 1595000 0 0 36470241 27369598 0 0 0 119591666 126051494 157671907 155016092 0 40555346 27955468 40555346 27955468 0 0 X DAIRY MANAGEMENT INC (DMI) WAS FORMED IN 1995 BY THE NATIONAL DAIRY PROMOTION AND RESEARCH BOARD (NDB) AND THE UNITED DAIRY INDUSTRY ASSOCIATION (UDIA). DMI IS A MANAGEMENT ORGANIZATION THAT INVESTS DAIRY PRODUCER CHECKOFF FUNDS IN STRATEGIC, COORDINATED MARKETING PROGRAMS DESIGNED TO INCREASE CONSUMPTION OF U.S. DAIRY PRODUCTS BOTH DOMESTICALLY AND INTERNATIONALLY. THE FORMATION OF DMI HAS CREATED EFFICIENCIES, GAINED THROUGH THE ELMINATION OF REDUNDANCIES AND THE POWER OF JOINT PLANNING. false false DMI PARTNERS WITH FOODSERVICE INDUSTRY LEADERS TO HELP CREATE DAIRY-BASED INNOVATION TO DRIVE DAIRY SALES AND BUILD TRUST IN DAIRY PRODUCTS. IN 2017, WE HAD FOUR DOMESTIC, U.S. FOCUSED PARTNERS: DOMINOS, PIZZA HUT, TACO BELL AND MCDONALDS. BASED UPON THE SUCCESS OF OUR US PARTNERSHIPS WITH YUM! BRANDS, WHICH INCLUDES TACO BELL, PIZZA HUT AND KFC, WE EXPANDED OUR PARTNERSHIP FOCUS AND ADDED TWO PILOT INTERNATIONAL PARTNERSHIPS: KFC, FOCUSED ON LATIN AMERICA AND PIZZA HUT, FOCUSED ON SOUTHEAST ASIA. THE GOAL OF INTERNATIONAL PARTNERSHIPS ARE TO INCREASE U.S. DAIRY EXPORTS TO THESE MARKETS. DMI PARTNERS WITH THESE LARGE CATALYTIC COMPANIES BECAUSE THEY ARE INDUSTRY LEADERS WHO HAVE THE POTENTIAL TO DELIVER INCREMENTAL AND SUSTAINABLE DAIRY SALES. MOREOVER, THESE PARTNERS ARE CLOSELY WATCHED BY OTHERS IN FOODSERVICE. THEIR INNOVATION, WHETHER PRODUCT-BASED OR TECHNOLOGY BASED, CREATED A CATALYTIC EFFECT, WHERE OTHERS FOLLOW THEIR ACTIONS. THESE PARTNERS ARE CHOSEN BECAUSE THEY COMMIT TO INVEST IN INNOVATION AND MARKETING IN SUPPORT OF DAIRY-BASED PRODUCTS; AND THEY ARE WILLING TO PARTNER ON OTHER DAIRY INDUSTRY PRIORITIES. DMI SUPPORTS A RANGE OF PROGRAMS AND INITIATIVES WITH THESE INFLUENTIAL AND GLOBAL FOODSERVICE INDUSTRY LEADERS. THE PROGRAMS FOCUS ON PROVIDING DAIRY EXPERTISE AND INVESTMENT IN THE AREAS OF CONSUMER INSIGHTS, NEW PRODUCT DEVELOPMENT, NEW STORE AND NEW TECHNOLOGY TESTING, CONSUMER COMMUNICATIONS, AND CORPORATE SOCIAL RESPONSIBILITY. FURTHER, DMI PROVIDES ON-SITE SCIENTISTS AND/OR CULINARY EXPERTS WHO LEAD PRODUCT DEVELOPMENT OF DAIRY-BASED FOOD AND BEVERAGE PRODUCTS. DMI ALSO PROVIDES EXPERTISE AND CONSULTANTS IN THE AREAS OF MARKETING, CONSUMER INSIGHTS & RESEARCH, NUTRITION, SUSTAINABILITY, ANIMAL CARE, FOOD SAFETY, REGULATORY ENVIRONMENT AND DAIRY COMMUNICATIONS. DAIRY REPRESENTS A SUBSTANTIAL PORTION OF THE PARTNERS MENUS. IN FACT, IT IS MORE THAN 70% OF ALL THEIR MENU ITEMS. SINCE 2012 THESE PARTNERS HAVE SPENT $11.1 BILLION ON ADVERTISING, A SIZABLE PORTION OF THIS SPENDING FEATURED DAIRY-BASED PRODUCTS SUCH AS PIZZA, TACOS, ICE CREAM AND COFFEE DRINKS. SINCE THE START OF THESE PARTNERSHIPS IN 2009, THEIR COMBINED MILK EQUIVALENT TONNAGE HAS GROWN BY 2.2 BILLION MILK POUNDS AND AVERAGED 4.0% GROWTH PER YEAR. 2017 HIGHLIGHTS INCLUDE MCDONALDSS SHAMROCK CHOCOLATE MADNESS EVENT, WHERE DMI HELPED CREATE FOUR NEW DAIRY BASED PRODUCTS AND INCORPORATED THE REAL SEAL TO HIGHLIGHT QUALITY DAIRY INGREDIENTS. ADDITIONALLY, DMI HELPED DEVELOP AND LAUNCH A NEW BURGER AND CHICKEN PLATFORM CALLED SIGNATURE CRAFTED RECIPES. THESE ARE PREMIUM BEEF AND CHICKEN RECIPES THAT ALL INCLUDE WHITE CHEDDAR CHEESE. FURTHER, MCDONALDS LAUNCHED A BIG MAC PROMOTION TO HELP BUILD RELEVANCE WITH YOUNGER CONSUMERS. THIS PROMOTION INCLUDED TWO NEW PRODUCTS, THE GRAND MAC WITH TWO SLICES OF CHEESE AND THE MAC. JR. WITH ONE SLICE OF CHEESE. CHECKOFF SCIENTIST ALSO REFORMULATED MCDONALDS ICE CREAM MIX, REMOVING ARTIFICIAL FLAVORS AND COLORS, WHICH DROVE INCREASED SALES. IN 2017 CHECKOFF INVESTED IN TECHNOLOGY INNOVATION PLATFORMS AT DOMINOS, WHICH EXPAND AVAILABILITY AND ACCESS TO PIZZA. DOMINOS AND DMI CONTINUED TO PARTNER ON ITS 'SMART SLICE' SCHOOL PIZZA PROGRAM. SMART SLICE IS NOW IN MORE THAN 10,500 SCHOOLS. DOMINOS ALSO SUPPORTS BUILDING TRUST IN THE DAIRY INDUSTRY. IN 2017, DOMINOS INCREASED AWARENESS OF THE UNDENIABLY DAIRY CAMPAIGN BY INCLUDING FARMER MESSAGING ON SEVEN MILLION PIZZA BOXES PER WEEK. THESE EFFORTS HELPED DOMINOS GROW MILK EQUIVALENT TONNAGE BY 8.5% IN 2017. CHECKOFF STARTED TO PARTNER WITH PIZZA HUT IN LATE 2013 TO HELP TURN AROUND THEIR STRUGGLING U.S. BUSINESS. IN 2017 DMI PARTNERED WITH PIZZA HUT ON NEW PRODUCT PLATFORMS FOCUSED ON PUTTING "CHEESE IN MORE PLACES". AN EXAMPLE OF THIS WAS THE ULTIMATE CHEESY CRUST PIZZA WITH 16 POCKETS STUFFED WITH NEARLY ONE POUND OF CHEESE. THE PRODUCT DEVELOPMENT WAS LED BY AN ON-SITE DMI SCIENTIST. THESE EFFORTS HELPED PIZZA HUT INCREASE ITS MILK EQUIVALENT TONNAGE FOR THE FIRST TIME SINCE OUR PARTNERSHIP STARTED. CHECKOFF ALSO HELPED READY A CORE MENU ITEM RELAUNCH THAT WILL OCCUR IN 2018, FURTHER BUILDING ON THE 2017 GROWTH MOMENTUM. SINCE THE TACO BELL PARTNERSHIP BEGAN, DMI HAS HELPED TACO BELL EVOLVE IN HOW THEY USE DAIRY, FROM INCORPORATING IT AS A 'GARNISH' TO EVOLVING INTO BEING MORE OF A KEY INGREDIENT TO DRIVE FLAVOR, PROTEIN AND/OR INNOVATION. IN 2017 DMI, PARTNERED WITH TACO BELL ON INTRODUCING ITS FIRST BREAKFAST QUESADILLA AND THE CRISPY CHICKEN QUESADILLA, BOTH ITEMS CONTAIN EIGHT TIMES AS MUCH CHEESE AS A REGULAR TACO. TACO BELLS MILK EQUIVALENT TONNAGE GREW SEVEN PERCENT IN 2017. OUR YUM INTERNATIONAL PILOT PARTNERSHIPS ARE OFF TO A GOOD START. THROUGH OUR PARTNERSHIP WITH PIZZA HUT IN ASIA PACIFIC, WE HAVE SUPPORTED PROMOTIONS FOR MENU ITEMS USING US CHEESE, INCLUDING STUFFED CRUST PIZZA WHICH USES US STRING CHEESE. WEVE ALSO EDUCATED THE PIZZA HUT TEAM ON HOW TO USE US CHEESE AND CO-CREATED A NEW PRODUCT PIPELINE WITH INNOVATIONS THAT USE US CHEESE. AS A RESULT, IN 2017, US CHEESE SALES AT PIZZA HUT ASIA PACIFIC INCREASED 29%. OUR KFC LATIN AMERICA & CARIBBEAN PARTNERSHIP BEGAN LATER IN 2017 AND IS POISED FOR GROWTH IN 2018. WE HAVE ALREADY PLACED AN ON-SITE DAIRY SCIENTIST AT KFC AND HAVE IDENTIFIED A PIPELINE OF CHICKEN AND US CHEESE MENU ITEMS TO LAUNCH IN 2018 AND BEYOND. FLUID MILK PARTNERSHIPS: THE DAIRY CHECKOFF PROGRAM, WORKING WITH COMMITTED MILK PROCESSORS, HAS EMBARKED ON A COMPREHENSIVE REVITALIZATION STRATEGY TO REINVENT THE MILK EXPERIENCE FOR CONSUMERS. THE FOCUS INCLUDES MILK AS A STAND-ALONE BEVERAGE AS WELL AS AN INGREDIENT IN OTHER BEVERAGE SEGMENTS SUCH AS COFFEE, TEA, SMOOTHIES, ENERGY DRINKS AND MORE. AS PART OF THE EFFORTS TO REVITALIZE FLUID MILK THE DMI BOARD APPROVED PARTNERSHIPS WITH EIGHT COMPANIES WHO ARE LEADERS AND INNOVATORS IN THE MILK AND BEVERAGE ARENA INCLUDING DAIRY FARMERS OF AMERICA (DFA); DARIGOLD/NORTHWEST DAIRY ASSOCIATION; THE KROGER COMPANY; HP HOOD; MARYLAND & VIRGINIA MILK PRODUCERS COOPERATIVE ASSOCIATION, INC.; SHAMROCK FARMS; SOUTHEAST MILK, INC.; AND COCA-COLA/FAIRLIFE. THE HP HOOD PARTNERSHIP CAME TO A CONCLUSION IN 2015. THE REMAINING PARTNERSHIPS WERE ACTIVE IN 2017. DMIS PARTNERSHIP WITH HP HOOD STARTED IN 2012 AND CONCLUDED IN FEBRUARY 2015. THE CHECKOFF PROGRAM SUPPORTED LACTAID INNOVATION, MARKETING, AND HEALTH PROFESSIONAL OUTREACH, WHICH SPURRED INNOVATION AND GROWTH IN THE LACTOSE-FREE SEGMENT OVERALL. THE ENTIRE LACTOSE-FREE SEGMENT GREW 15% IN 2016 AND 11.5% IN 2017. THE SOUTHEAST MILK, INC. PARTNERSHIP CONCLUDED IN EARLY 2017, WHEN SOUTHEAST MILK, INC. SOLD THEIR EXTENDED SHELF LIFE MILK PLANT AND MADE THE DECISION TO EXIT THE PROCESSING OF FRESH MILK FOR RETAIL SALE. CHECKOFF HAD PARTNERED WITH SOUTHEAST MILK TO IDENTIFY CARIBBEAN MARKETS FOR EXPORT OF EXTENDED SHELF LIFE MILK UNDER THE GUSTAFFSON BRAND. DMI ASSISTED AND INVESTED IN THE NATIONAL 2015 LAUNCH OF FAIRLIFE MILK. THE GOAL WAS TO CREATE A NATIONAL FLUID MILK BRAND LEVERAGING THE RESOURCES AND SCALE OF COCA-COLA. FAIRLIFE HAS BEEN A TREMENDOUS SUCCESS AND CONTINUES TO GROW, ACHIEVING DOLLARS SALES OF $250M, A FEAT THAT FEWER THAN ONE PERCENT OF NEW PRODUCTS ACHIEVE. ABOUT 50 PERCENT OF CONSUMERS REPEAT THEIR PURCHASES OF FAIRLIFE, A GOOD PREDICTOR OF ITS SUCCESS MOVING FORWARD. BASED UPON FAIRLIFES INITIAL SUCCESS, FAIRLIFES OWNERS HAVE ANNOUNCED THE ADDITION OF TWO NEW PRODUCTION LINES TO MEET CONSUMER DEMAND, THESE WILL BE INSTALLED IN 2018. FURTHER, FAIRLIFE ALSO ANNOUNCED A NEW ARIZONA PLANT SET TO COMMENCE FIRST MILK PRODUCTION IN LATE 2019. IN 2017 DMI WORKED WITH SHAMROCK FOODS TO LAUNCH SHAMROCK FARMS COLD BREW COFFEE & MILK IN SINGLE-SERVE BOTTLES. THE GOAL OF THIS LAUNCH IS TO HELP ENSURE MILK IS A KEY INGREDIENT IN THE GROWING READY-TO-DRINK COFFEE CATEGORY, WHICH GREW 8.4 PERCENT IN 2017. TO SUPPORT SHAMROCKS EAST COAST MARKET EXPANSION, SHAMROCK ANNOUNCED THE COMPANY WILL INVEST MORE THAN $40 MILLION TO EXPAND ITS FACILITIES IN VIRGINIA. THIS WILL ENABLE THE EAST COAST EXPANSION OF MILK-BASED, SINGLE-SERVE BEVERAGES SUCH AS THE SHAMROCK COLD BREW COFFEE & MILK AND ROCKIN REFUEL, WHICH CHECKOFF ALSO HELPED DEVELOP AND SUPPORT FOR SHAMROCK FOODS. IN LATE 2017 DMI PARTNERED WITH DAIRY FARMERS OF AMERICA (DFA) AND THEIR KEMPS MILK BRAND TO LAUNCH A TEST MARKET OF PROBIOTIC MILK TO ADDRESS CONSUMERS INTEREST IN GUT HEALTH. DFA HAS PLANS TO LAUNCH THIS PROBIOTIC TEST IN MINNEAPOLIS AND WISCONSIN AND SUPPORT IT WITH TV ADVERTISING. KROGER COMMENCED INNOVATION ACTIVITIES AND HAS IDENTIFIED SEVERAL INNOVATION PLATFORM AREAS FOR LAUNCH. IN 2017, KROGER LAUNCHED ITS COLD BREW TEA LATTE, A FIRST TO MARKET COLD BREW TEA BASED BEVERAGE FORMULATED WITH MILK. OTHER NATIONAL BRANDS WERE SOON TO FOLLOW WITH TEA LATTE LAUNCHES. OUR PARTNERSHIPS ARE ALREADY STIMULATING CHANGE IN THE INDUSTRY AND FUNDAMENTALLY CHANGING THE WAY THE FLUID MILK INDUSTRY DOES BUSINESS BY DRIVING INVESTMENT IN MODERN INFRASTRUCTURE; BY CREATING NEW PRODUCTS AND NEW BRA EXPORT DMI IMPLEMENTS MARKETING PROGRAMS TO FACILITATE THE SALES OF U.S. PRODUCED DAIRY PRODUCTS IN INTERNATIONAL MARKETS AND U.S. PRODUCED DAIRY INGREDIENTS WITHIN AND OUTSIDE THE UNITED STATES. DMI ALSO PROVIDES TRADE AND ACCESS SUPPORT FOR EXPORTS INTO INTERNATIONAL MARKETS. FUEL UP TO PLAY 60 FUEL UP TO PLAY 60 (FUTP 60) IS DAIRY'S BEST SUCCESS STORY WHEN IT COMES TO ADVANCING HEALTH AND WELLNESS AMONG YOUTH. AT ITS CORE, FUTP 60 IS AN IN-SCHOOL HEALTH AND WELLNESS PROGRAM DESIGNED TO ENGAGE AND EMPOWER YOUTH TO TAKE ACTION FOR THEIR OWN HEALTH BY IMPLEMENTING LONG-TERM, POSITIVE CHANGES FOR THEMSELVES, THEIR SCHOOLS AND BEYOND. CUSTOMIZABLE AND NON-PRESCRIPTIVE PROGRAM COMPONENTS ARE GROUNDED IN RESEARCH WITH YOUTH, INCLUDING TOOLS AND RESOURCES, IN-SCHOOL PROMOTIONAL MATERIALS, A WEBSITE, STUDENT ENGAGEMENT ACTIVITIES AND GRANTS TO FUND SUSTAINABLE CHANGES ESPECIALLY IN PROVIDING INCREMENTAL ACCESS TO SCHOOL NUTRITION WITH AN EMPHASIS ON DAIRY. FUTP 60 WAS FOUNDED BY THE NATIONAL DAIRY COUNCIL (NDC) AND THE NATIONAL FOOTBALL LEAGUE (NFL), IN COLLABORATION WITH THE U.S. DEPARTMENT OF AGRICULTURE. SINCE THAT TIME FUTP 60 HAS BECOME THE LARGEST IN-SCHOOL HEALTH & WELLNESS PROGRAM IN THE UNITED STATES WITH OVER 73,000 SCHOOLS ENROLLED, REACHING 38 MILLION STUDENTS SINCE LAUNCHING NATIONALLY IN 2009. THE PROGRAM HAS HELPED TO CHANGE SCHOOL ENVIRONMENTS TO BETTER SUPPORT PROPER NUTRITION AND PHYSICAL ACTIVITY. BECAUSE OF FUEL UP TO PLAY 60, 14 MILLION STUDENTS ARE EATING HEALTHIER AND 18 MILLION ARE MORE PHYSICALLY ACTIVE. THE PROGRAM HAS NOT ONLY BEEN WELL RECEIVED BY SCHOOLS AS IT HELPS THEM IMPROVE THE SCHOOL HEALTH AND WELLNESS ENVIRONMENT, ESPECIALLY IN UNDERSERVED SCHOOLS, BUT IT ALSO HAS BEEN EMBRACED BY THOSE OUTSIDE OF THE DAIRY INDUSTRY WHO SEE THE VALUE OF ENGAGING IN THE PROGRAM INCLUDING MANY OTHER HEALTH AND NUTRITION ORGANIZATIONS. OUR SUCCESS WITH FUTP 60 GOES BEYOND HEALTHY EATING AND PHYSICAL ACTIVITY IN SCHOOLS. IT IS ABOUT THE TOTAL HEALTH OF THE CHILD, AND THE POSITIVE IMPACT ON COMMUNITIES. FORM 990, PART III - PROGRAM SERVICE, LINE 4D UNDENIABLY DAIRY TO HELP ADVANCE ITS MISSION TO PROTECT AND GROW SALES AND TRUST IN DAIRY, DMI LAUNCHED A NEW, INDUSTRY-WIDE INITIATIVE IN JUNE 2017 UNDENIABLY DAIRY. UNDENIABLY DAIRY AIMS TO CREATE A LOUD AND PROUD CONSUMER-CENTRIC, MULTI-STAKEHOLDER, MULTI-YEAR CAMPAIGN THAT DEMONSTRATES THE RELEVANCE AND RESPONSIBILITY OF THE DAIRY INDUSTRY, DRAWING FROM ITS VALUES AND PRACTICES ACROSS THE VALUE CHAIN. UNDENIABLY DAIRY ACHIEVES THIS EFFORT BY ENGAGING THE DAIRY COMMUNITY, INFLUENCERS AND OTHERS TO TELL ITS STORY AROUND FOUR PILLARS THAT DRIVE CONTENT AND STORYTELLING: RESPONSIBLY PRODUCED, LOCALLY DRIVEN, NUTRIENT RICH, AND REAL ENJOYMENT. FURTHER, THE CAMPAIGN ACCOMPLISHES THIS BY BUILDING INTEGRATED SYSTEMS THAT EXPAND REACH, RAISE AWARENESS AND BUILD PARTICIPATION THROUGH: - INTEGRATED COMMUNICATIONS A COMPREHENSIVE APPROACH THAT INCLUDES MEDIA PARTNERSHIPS (INCLUDING WITH THE FOOD NETWORK AND USA TODAY), DIGITAL (WEBSITES, SEARCH, AND SOCIAL STRATEGIES), EARNED AND SOCIAL MEDIA, AND THROUGH EVENTS AND EXPERIENCES. - INFLUENCER OUTREACH ESTABLISHING AND/OR STRENGTHENING RELATIONSHIPS WITH CRITICAL MEDIA, REPUTATIONAL (E.G., DIETITIANS, HEALTH PROFESSIONAL ORGANIZATIONS, ENVIRONMENTAL AND ANIMAL CARE LEADERS) AND CULTURAL INFLUENCERS (E.G., FOOD AND LIFESTYLE BLOGGERS) THAT REACH CONSUMERS. - COMMUNITY ENGAGEMENT RALLYING THE DAIRY, FOOD AND OTHER RELEVANT COMMUNITIES TO AMPLIFY, CUSTOMIZE AND CREATE CONTENT AROUND UNDENIABLY DAIRY AND ITS PILLARS TO FURTHER UNIFY AND STRENGTHEN DAIRYS VOICE, INCLUDING ENGAGEMENT AMONG FARMERS, PROCESSORS AND MANUFACTURERS, RETAILERS, AND AGRIBUSINESS. IN ITS FIRST SIX MONTHS ALONE, UNDENIABLY DAIRY MADE AN IMPACT WITH CONSUMERS ON BEHALF OF FARMERS AND THE DAIRY COMMUNITY. FOR EXAMPLE: - TOTAL CAMPAIGN IMPRESSIONS ON AVERAGE, CONSUMERS HAD THE OPPORTUNITY TO SEE CONTENT ONLINE, IN PRINT AND/OR IN PERSON 10 TIMES - TOTAL COMMUNITY PARTNERS MORE THAN 170 COMPANIES AND ORGANIZATIONS HELPED PROMOTE UNDENIABLY DAIRY - TOTAL EARNED MEDIA IN ITS FIRST SIX MONTHS, MORE THAN 1,400 ARTICLES HELPED INTRODUCE THE CAMPAIGN TO MILLIONS - TOTAL VIDEO VIEWS IN ALL, 50 PERCENT OF PEOPLE STOPPED TO WATCH ONLINE CAMPAIGN-PRODUCED VIDEOS, WHICH IS THREE TIMES THE INDUSTRY AVERAGE - TOTAL ORGANIC SOCIAL POSTS MORE THAN 15,000 PEOPLE WERE INSPIRED TO POST CONTENT ON THEIR SOCIAL MEDIA CHANNELS, INCLUDING VIDEOS, PHOTOS, MEMES AND MORE AROUND "RALLY DAYS" SUCH AS WORLD MILK DAY AND NATIONAL FARMERS DAY false false false false false false false false false true false false true true false true false false false true false false false false false false true false true false false false false false false false false false false false true true true false true 88 0 true 280 true false false false false false false X 81 81 false false false false false false false true true false false false true true true true true true true false X QUINTON BAILY 8478032000 10255 W HIGGINS RD STE 900 Rosemont IL 60018 Carol Ahlem Director 1.0 0.0 X 0 0 0 Larry Alexander Director 1.0 1.0 X 0 3600 0 Elizabeth Anderson Director thru Aug 2017 1.0 1.0 X 0 4000 0 WRyan Anglin Director 1.0 0.0 X 0 0 0 Steve Ballard Director 1.0 0.0 X 0 0 0 Bruce Bartley Director thru Nov 2017 1.0 1.0 X 0 600 0 Victor Bissell Director thru Jan 2017 1.0 1.0 X 0 0 0 Celeste Blackburn Director thru Dec 2017 1.0 0.0 X 0 0 0 Pam Bolin Director thru Nov 2017 1.0 1.0 X 0 5100 0 Bret Bossard Director beg Feb 2017 1.0 0.0 X 0 0 0 Jim Boyle Jr Director beg Feb 2017 1.0 1.0 X 0 1600 0 Christopher Brazil Director 1.0 0.0 X 0 0 0 John Brubaker Director 1.0 1.0 X 0 7700 0 Richard Byma Director 1.0 1.0 X 0 1900 0 Craig Caballlero Director beg Feb 2017 1.0 0.0 X 0 0 0 Warren Chamberlain Director 1.0 0.0 X 0 0 0 Cheri Chapin Director 1.0 0.0 X 0 0 0 Combs Bobby Director beg Feb 2017 1.0 0.0 X 0 0 0 David Crowl Director thru Feb 2017 1.0 0.0 X 0 0 0 Bryan Davis Director thru Sept 2017 1.0 1.0 X 0 2600 0 Renae De Jager Director thru Feb 2017 1.0 0.0 X 0 0 0 Bill Deutsch Director Beg Nov 2017 1.0 1.0 X 0 0 0 Raymond Diederich Director 1.0 0.0 X 0 0 0 Audrey Donahoe Director 1.0 1.0 X 0 4600 0 Thomas Dorsey Director 1.0 1.0 X 0 4400 0 Melissa Dziurgot Director beg Dec 2017 1.0 0.0 X 0 0 0 Glen Easter Director 1.0 1.0 X 0 6500 0 Stacy Eberle Director beg Dec 2017 1.0 0.0 X 0 1100 0 Brian Esplin Director 1.0 1.0 X 0 6600 0 Mike Ferguson Director beg May 2017 1.0 1.0 X 0 3200 0 Lynda Foster Director thru Dec 2017 1.0 0.0 X 0 0 0 Gregory Gibson Director beg Dec 2017 1.0 0.0 X 0 0 0 Dan Gilbert Director 1.0 1.0 X 0 3600 0 Larry Hancock Treasurer 1.0 0.0 X 0 0 0 David 'Skip' Hardie Secretary 1.0 1.0 X 0 8600 0 Jeffrey Hardy Director 1.0 1.0 X 0 2700 0 Jerrel Heatwole Director 1.0 1.0 X 0 0 0 Jennifer Heitzel Director beg Feb 2017 1.0 0.0 X 0 0 0 William Herr Director thru Dec 2017 1.0 0.0 X 0 0 0 Marilyn Hershey Director Beg Nov 2017 1.0 1.0 X 0 1800 0 Neil Hoff Director 1.0 1.0 X 0 25025 0 Ralph Hoffman Director beg Dec 2017 1.0 0.0 X 0 0 0 Timothy Hood Director 1.0 1.0 X 0 3000 0 Amber Horn-Leiterman Director thru Dec 2017 1.0 0.0 X 0 0 0 Vernon Horst Director 1.0 1.0 X 0 3800 0 Dan Hotveldt Director Beg Nov 2017 1.0 1.0 X 0 0 0 Harold Howrigan Jr Director Beg Sept 2017 1.0 1.0 X 0 0 0 David Jackson Director 1.0 1.0 X 0 2600 0 James Jacquier Director 1.0 1.0 X 0 0 0 Joe Kelsay Director 1.0 0.0 X 0 0 0 Randall Koller Director 1.0 0.0 X 0 0 0 Kim Korn Director 1.0 0.0 X 0 0 0 Charles Krause Director Beg Nov 2017 1.0 1.0 X 0 0 0 John Larson Director 1.0 1.0 X 0 4000 0 Becky Levzow Director beg Dec 2017 1.0 0.0 X 0 0 0 Sarah Lloyd Director thru Feb 2017 1.0 0.0 X 0 0 0 Stephen Maddox Director beg Feb 2017 1.0 0.0 X 0 0 0 Brian Medeiros Director thru May 2017 1.0 0.0 X 0 0 0 Sieto Mellema Director 1.0 1.0 X 0 600 0 Allen Merrill Director 1.0 1.0 X 0 3900 0 Urban Mescher Director thru Dec 2017 1.0 0.0 X 0 0 0 Jerry Messer Director thru Nov 2017 1.0 1.0 X 0 3900 0 Kenneth Meyers Director thru Dec 2017 1.0 0.0 X 0 0 0 Orville Miller Director beg Dec 2017 1.0 0.0 X 0 0 0 Lowell Mueller Director 1.0 1.0 X 0 3800 0 Zach Myers Director beg Apr 2017 1.0 0.0 X 0 0 0 Steve Neahring Director 1.0 1.0 X 0 3000 0 Ken Nobis Director 1.0 1.0 X 0 0 0 Alex Peterson Director beg Dec 2017 1.0 0.0 X 0 0 0 Steve Phares Director 1.0 1.0 X 0 4100 0 Rick Podtburg Director 1.0 1.0 X 0 5300 0 Lynn Ramsey Director 1.0 1.0 X 0 1800 0 James Reid Director 1.0 1.0 X 0 6500 0 Arie Roeloffs Director 1.0 1.0 X 0 3000 0 Paul Rovey Board Chair 1.0 1.0 X 0 25000 0 Eddie Schap Director 1.0 0.0 X 0 0 0 Michelle Schilter Director 1.0 1.0 X 0 5000 0 Brad Scott Director 1.0 0.0 X 0 0 0 Connie Seefeldt Director beg Feb 2017 1.0 0.0 X 0 0 0 Larry Shover Director thru Dec 2017 1.0 0.0 X 0 0 0 Kima Simonson Director thru Dec 2017 1.0 0.0 X 0 0 0 Kathleen Skiba Director 1.0 0.0 X 0 0 0 Sandy Stauffer Director thru Feb 2017 1.0 0.0 X 0 0 0 Earl Stitzlein Director 1.0 1.0 X 0 3800 0 Jeff Strassburg Director Beg Sept 2017 1.0 1.0 X 0 1400 0 Dean Strauss Director thru Sept 2017 1.0 1.0 X 0 0 0 Christine Sukalski Director 1.0 1.0 X 0 3300 0 Jessica Tekippe-Schmitt Director 1.0 0.0 X 0 0 0 Jennifer Titlon-Flood Director Beg Jan 2017 1.0 1.0 X 0 1800 0 Pauline Tjaarda Director 1.0 0.0 X 0 0 0 Perry Tjaarda Director Beg Nov 2017 1.0 1.0 X 0 0 0 Susan Troy Director thru Feb 2017 1.0 0.0 X 0 0 0 Jerry Truelove Director thru May 2017 1.0 1.0 X 0 800 0 Cyndy Vanlieshout Director 1.0 0.0 X 0 0 0 Arlene Vander Eyk Director beg Feb 2017 1.0 0.0 X 0 0 0 Deb Vander Kooi Director 1.0 0.0 X 0 0 0 Lisa Vander Poel Director thru Feb 2017 1.0 0.0 X 0 0 0 Jeremy Visser Director Beg Sept 2017 1.0 1.0 X 0 0 0 Suzanne Vold Director thru Nov 2017 1.0 1.0 X 0 2900 0 James Webb Director 1.0 0.0 X 0 0 0 Dolores Werkhoven Director beg Dec 2017 1.0 0.0 X 0 0 0 Corby Werth Director 1.0 1.0 X 0 3200 0 Tejo Willemsen Director thru Nov 2017 1.0 1.0 X 0 0 0 Tom Woods Director 1.0 1.0 X 0 3400 0 BARBARA O'BRIEN PRESIDENT 40.0 10.0 X 569981 0 79438 QUINTON D BAILY CFO 40.0 10.0 X 223178 0 23364 THOMAS P GALLAGHER CEO 40.0 10.0 X 863073 0 36737 CAROLYN GIBBS CFO THRU JULY 2017 40.0 10.0 X 716201 0 475356 ELIZABETH A ENGELMANN EXECUTIVE VICE PRESIDENT 40.0 0.0 X 407476 0 71333 MARK A LEITNER EXECUTIVE VICE PRESIDENT 40.0 0.0 X 587581 0 50460 GREGORY D MILLER EXECUTIVE VICE PRESIDENT 40.0 1.0 X 1475596 0 71164 JEAN H RAGALIE-CARR EXECUTIVE VICE PRESIDENT 40.0 0.0 X 807326 0 50079 THOMAS J VILSACK EXECUTIVE VICE PRESIDENT 40.0 0.0 X 780210 0 20347 DANIEL J CHAVKA FORMER HIGHEST COMPENSATED EMP 0.0 0.0 X 769475 0 0 7200097 195125 878278 124 true true false Daniel J Edelman Inc 200 East Randolph Street CHICAGO IL 60601 Agency Services 17756469 Fairlife LLC 1001 West Adams Street CHICAGO IL 60607 Promotion 8000000 NFL Properties LLC PO Box 27278 NEW YORK NY 10087 Promotion 5635824 MMS Education 105 Terry Drive Suite 120 NEWTOWN PA 18940 Agency Services 3248041 Team Services 1700 Rockville Pike Suite 615 ROCKVILLE MD 20852 Promotion 1455219 38 0 PROGRAM FUNDING REVENUE 900099 110004531 110004531 CORE FUNDING REVENUE 900099 39451999 39451999 CONTRACT SERVICES REVENUE 900099 5559562 5559562 155016092 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 155016092 155016092 1595000 0 0 0 2987328 0 17617231 3096187 2297786 1371066 0 430317 97896 0 0 0 48797 0 1496601 2710104 0 1649223 3552338 0 1457662 181482 0 315257 110452 DOMESTIC MARKETING 82153684 EXPORT 17095000 RESEARCH 7847504 CONTRACT SERVICES 5559562 1345615 155016092 4555640 341177 0 0 0 0 1444671 967860 0 0 0 0 7080945 5114987 0 0 742877 961400 3362512 2305554 1107619 1056958 0 0 0 0 0 0 0 0 25623594 19513086 40555346 27955468 17524438 20758647 0 0 169876 42165 0 0 0 0 0 0 0 0 20900000 5455986 1961032 1698670 40555346 27955468 0 0 40555346 27955468 0 X false true X true false 1440907 765108 675799 1060657 783743 276914 860948 756703 104245 1056958 DUE FROM AFFILIATES 19513086 19513086 0 DUE TO AFFILIATES 1698670 1698670 155016092 155016092 155016092 155016092 155016092 155016092 South America Program Services Marketing Support 81737 East Asia and the Pacific Program Services Marketing Support 1058339 1140076 1140076 false false false false false false true Youth Improved Inc 10255 West Higgins Rd Rosemont IL 60018 270988546 501(c)(3) 1480000 Program service expenses DAIRY RESEARCH INSTITUTE 10255 WEST HIGGINS RD ROSEMONT IL 60018 271756847 501(c)(3) 115000 RESEARCH PROGRAMS 2 0 SCHEDULE I, PART I, LINE 2 MANAGEMENT REVIEWS THE GRANTEES' PERIODIC FINANCIAL REPORTS TO MONITOR THE USE OF FUNDS AWARDED. X X X true true X X X X true true false BARBARA O'BRIEN PRESIDENT 525000 0 50000 0 -5019 0 52500 0 26938 0 649419 0 0 0 QUINTON D BAILY CFO 218971 0 5000 0 -793 0 14563 0 8801 0 246542 0 0 0 THOMAS P GALLAGHER CEO 612500 0 50000 0 200573 0 26407 0 10330 0 899810 0 0 0 ELIZABETH A ENGELMANN EXECUTIVE VICE PRESIDENT 415000 0 0 0 -7524 0 41500 0 29833 0 478809 0 0 0 MARK A LEITNER EXECUTIVE VICE PRESIDENT 337000 0 30000 0 220581 0 33700 0 16760 0 638041 0 170943 0 GREGORY D MILLER EXECUTIVE VICE PRESIDENT 450000 0 30000 0 995596 0 45000 0 26164 0 1546760 0 944634 0 JEAN H RAGALIE-CARR EXECUTIVE VICE PRESIDENT 335000 0 30000 0 442326 0 33500 0 16579 0 857405 0 390245 0 THOMAS J VILSACK EXECUTIVE VICE PRESIDENT 733333 0 0 0 46877 0 27000 0 -6653 0 800557 0 0 0 DANIEL J CHAVKA FORMER HIGHEST COMPENSATED EMP 0 0 0 0 769475 0 0 0 0 0 769475 0 318517 0 CAROLYN GIBBS CFO THRU JULY 2017 246282 0 30000 0 439919 0 459517 0 15839 0 1191557 0 0 0 SCHEDULE J, PART I, LINE 1A First class travel is only available to the CEO as authorized by the board of directors. The travel is not taxable since it is part of an accountable plan. Tax indemnification is available to the CEO only and is included in taxable wages. Officers, key employees and highest compensated employees have the option of receiving health club benefits under the executive flexible benefits account. SCHEDULE J, PART I, LINE 4A Daniel Chavka received a severance of $320,382 in 2017, his second payment as part of a 2-year agreement. Carolyn Gibbs received a severance payment of $434,889 in 2017, her first payment as part of a 2-year agreement. These amounts are included on schedule j, part ii, column b (iii). Carolyn Gibbs second year severance payment will be paid in 2018 and is reported as deferred compensation on schedule j, part ii, column (c). SCHEDULE J, PART I, LINE 4B DMI provides a non-qualified defined contribution benefit for executives whose thrift & savings plan (401k plan) benefits are affected by the IRS annual compensation limits. DMI will automatically defer, on the behalf of a participant, employer contributions "lost" under the thrift & savings plan due to federal tax laws that place a limit on the amount of compensation that a qualified plan can use in making benefit calculations. This annual compensation limit for 2017 as defined in IRS code section 401(a)(17) is $270,000. The balance in each nonqualified plan account is credited to executives annually with interest based on an average of the wall street journal prime rates published on the first day of each calendar month. This balance accumulates over the course of the executives tenure at DMI and vests and becomes payable at termination of employment. Daniel Chavka was paid $20,601 for this cumulative benefit upon termination in 2017 which was reflected in schedule j, part ii, column b(iii). DMI also provides a non-qualified supplemental retirement benefit for executives whose defined benefit pension plan benefits are affected by the IRS limits. This supplemental plan restores the portion of the defined benefit that would otherwise be lost by considering the executive's pay as if no IRS compensation restrictions apply and provides a "make up" benefit for the difference. This amount, calculated as the difference of the executive's benefit determined with and without the IRS compensation limits, is the executive's "defined benefit plan restoration benefit". This restoration benefit which was earned over the course of executives careers and was reported in previous years Form 990s as deferred compensation was paid out to executives via lump-sum payments in 2017 upon the termination of the pension plan. Daniel Chavka was paid $318,517 (representing 23+ years of participation in the plan), Gregory Miller was paid $944,634 (23+ years), Jean Ragalie-Carr was paid $390,245 (18+ years) and Mark Leitner was paid $170,943 (11+ years) in restoration benefits. These lump sum amounts paid representing benefits earned over these executives tenures at DMI are reported on schedule j, part ii, column b(iii) and are additionally footnoted in column f denoting that these benefits were reported as deferred in prior years Form 990s. As part of the process of terminating the defined benefit pension plan, DMI instituted a retirement transition program. Its purpose is to reduce the severity of the benefit reduction experienced by employees close to retirement age as DMI transitioned from a combination defined benefit/defined contribution benefit structure to an all defined contribution benefit structure. In 2017, Dan Chavka received $109,975, Greg Miller was paid $54,722, Jean Ragalie-Carr was paid $54,064 and Mark Leitner was paid $49,922 under this program. These amounts paid are also reported on schedule j, part ii, column b(iii). Thomas Gallagher participated in a supplemental nonqualified retirement program in which actuarially-determined benefits vest at year-end and are paid by March 15 of the following year. He was paid a benefit of $50,563 in 2017 which is included on schedule j, part ii, column (b)(iii). DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 FORM 990, PART VI, LINE 11A FORM 990 IS AVAILABLE TO ALL BOARD MEMBERS FOR REVIEW UPON REQUEST. MANAGEMENT REVIEWS THE DETAILS OF THE FORM 990 WITH THE ORGANIZATION'S ATTORNEYS AND ITS AUDIT AND TAX FIRM. DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST FORM 990, PART VI, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED IN DETAIL WITH THE BOARD AND BY THE ORGANIZATION'S CORPORATE ATTORNEYS ANNUALLY. BOARD MEMBERS ARE REQUIRED TO COMPLETE AN ANNUAL CERTIFICATION OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. BOARD MEMBERS ARE ASKED TO RECUSE THEMSELVES FROM VOTING IF THEY ARE PERSONALLY INVOLVED IN A MATTER THAT COULD GIVE RISE TO CONFLICTS. OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN FORM 990, PART VI, LINE 15A AND 15B CEO COMPENSATION IS DETERMINED WITH THE INVOLVEMENT OF THE PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS. CEO, OFFICER AND KEY EMPLOYEE COMPENSATION IS DETERMINED THROUGH THE USE OF INDUSTRY SURVEYS, MARKET SALARY GUIDES AND OTHER COMPETITIVE COMPENSATION INFORMATION. AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC FORM 990, PART VI, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, WHISTLE BLOWER POLICY, DOCUMENT RETENTION POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. United Dairy Industry Association 10255 W Higgins Road Ste 900 Rosemont IL 60018 362702849 PROMOTION IL 501(c)(6) N/A NA false National Dairy Council 10255 W Higgins Road Ste 900 Rosemont IL 60018 361522265 EDUCATION IL 501(c)(3) 10 UDIA true Innovation Center for US Dairy 10255 W Higgins Road Ste 900 Rosemont IL 60018 263918900 PROMOTION IL 501(c)(6) N/A DMI true DAIRY RESEARCH INSTITUTE 10255 W HIGGINS ROAD STE 900 Rosemont IL 60018 271756847 RESEARCH DC 501(c)(3) 7 DMI true YOUTH IMPROVED INC 10255 W HIGGINS ROAD STE 900 ROSEMONT IL 60018 270988546 GRANTS IL 501(c)(3) PF DMI true false true false false false false false false false false false false false true true false true false false Dairy Research Institute b 115000 Cash Youth Improved Inc b 1480000 Cash Dairy Research Institute q 81002 Cash