2017-11-14T12:03:49-06:00 2016-12-31 ERNST & YOUNG US LLP 950 MAIN AVENUE SUITE 1800 CLEVELAND OH 44113 990 2016-01-01 363992031 DAIRY MANAGEMENT INC % Quinton Baily DAIR 8478032000 10255 W Higgins Road suite 900 Rosemont IL 60018 Quinton Baily CFO 2017-09-15 true ERICA YIKE P01608257 2168615000 2017-11-13 164.57.159.253 36964520173185000030 2017-11-14 P FD84A7CCF34AD5EBDDF80E1ED12DCF038567BF39 0C6C8F7C1C22E68F83DAB8678A3CDB7085AC22F8 2016 2018-03-14 21:41:22Z Thomas Gallagher 10255 W Higgins Road Ste 900 Rosemont IL 60018 157671907 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 81 281 42 0 0 0 148169115 157671907 0 0 0 0 148169115 157671907 2785000 1610000 0 0 28151080 36470241 0 0 0 117233035 119591666 148169115 157671907 0 21804647 40555346 21804647 40555346 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 2016, WE HAD FOUR MARKETPLACE PARTNERS: DOMINO'S, PIZZA HUT, TACO BELL, AND MCDONALD'S. DMI PARTNERS WITH THESE LARGE CATALYTIC COMPANIES BECAUSE THEY ARE INDUSTRY LEADERS WHO HAVE THE POTENTIAL TO DELIVER INCREMENTAL AND SUSTAINABLE DAIRY SALES; 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, STORE AND MARKET LEVEL TESTS, PROMOTIONS AND CONSUMER COMMUNICATIONS. FURTHER, DMI PROVIDES ON-SITE SCIENTISTS AND/OR CULINARY EXPERTS WHO DELIVER SUPPORT IN THE DEVELOPMENT OF DAIRY-BASED FOOD AND BEVERAGE PRODUCTS. DMI ALSO PROVIDES EXPERTISE AND CONSULTANTS IN THE AREAS OF 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 $8.6 BILLION ON ADVERTISTING, 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 1.8 BILLION MILK POUNDS AND 4.1%. RECENT HIGHLIGHTS INCLUDE MCDONALDS OCTOBER 2015 TRANSITION FROM MARGARINE TO BUTTER. THE COMMERCIALIZATION AND TRANSITION FROM MARGARINE TO BUTTER WAS LED BY A DMI SCIENTIST AND, AFTER CONVERTING THE BUTTER TO MILK POUNDS, RESULTED IN AN ADDITIONAL 600 MILLION POUNDS OF MILK. DMI ALSO LED THE DEVELOPMENT AND COMMERCIALIZATION OF MCDONALD'S MOZZARELLA STICKS, WHICH LAUNCHED IN LATE 2015. IN 2016 DMI SCIENTISTS LED DEVELOPMENT AND COMMERCIALIZATION OF SEVERAL PROJECTS SCHEDULED FOR LAUNCH IN 2017. THESE INCLUDED A 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 A NEW BURGER AND CHICKEN PLATFORM CALLED SIGNATURE CRAFTED RECIPES. THESE ARE PREMIUM BEEF AND CHICKEN RECIPES THAT ALL INCLUDE WHITE CHEDDAR CHEESE. IN 2016 DMI INVESTED IN TECHNOLOGY INNOVATION PLATFORMS AT DOMINO'S, WHICH EXPAND AVAILABILITY AND ACCESS TO PIZZA. DMI ALSO INVESTED IN A 'BLACK FRIDAY' PROMOTION TO HELP ADD IMPACTFUL MEDIA PROVIDERS AND PROGRAMS AND EXTEND THE PROMOTIONAL DAYS. DOMINO'S AND DMI CONTINUED TO PARTNER ON ITS 'SMART SLICE' SCHOOL PIZZA PROGRAM. SMART SLICE IS NOW IN MORE THAN 7,500 SCHOOLS. IN 2016, DMI HELPED EXPAND SMART SLICE INTO THE COLLEGE AND PROFESSIONAL SPORTS CHANNELS THROUGH OUR DIETIC INDUSTRY RELATIONSHIPS. COLLEGE EXAMPLES INCLUDE: THE UNIVERSITY OF NOTRE DAME, THE UNIVERSITY OF ALABAMA AND THE UNIVERSITY OF SOUTHERN CALIFORNIA. PROFESSIONAL SPORT TEAMS INCLUDE THE LOS ANGELES ANGELS AND AFFILIATES AND THE PITTSBURGH PIRATES AND AFFILIATES. DOMINO'S ALSO SUPPORTS BUILDING TRUST IN THE DAIRY INDUSTRY, INCLUDING SUPPORTING FUTURE FARMERS OF AMERICA WITH A $1 MILLION SCHOLARSHIP COMMITMENT IN 2016. IN 2016 DMI ENTERED A NEW CONTRACT WITH PIZZA HUT THAT WILL ENABLE DMI TO LEAD THE DEVELOPMENT OF NEW PRODUCT PLATFORMS THROUGH PROVIDING BREAKTHROUGH INNOVATION FOCUSED ON PUTTING "CHEESE IN MORE PLACES". AN EXAMPLE OF THIS WAS THE 2016 INTRODUCTION OF PIZZA HUT GRILLED CHEESE STUFFED CRUST PIZZA WHICH INCLUDED DOUBLE THE CHEESE OF A REGULAR ONE TOPPING PIZZA AT PIZZA HUT. THE PRODUCT DEVELOPMENT WAS LED BY AN ON-SITE DMI SCIENTIST. PIZZA HUT ALSO INTRODUCED A NEW "KNOT" PLATFORM THAT STUFFED CHEESE IN A STUFFED GARLIC KNOT PIZZA THAT HAD 40% MORE CHEESE THAN A REGULAR ONE TOPPING PIZZA. 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 2016 DMI LED A MAJOR BREAKTHROUGH FOR TACO BELL IN LEADING THE DEVELOPMENT AND LAUNCH OF THE QUESALUPA. THIS INNOVATIVE OFFERING FEATURES AN OUNCE OF NATURAL PEPPER JACK CHEESE INSIDE TWO FLOUR TORTILLAS THAT ARE PRESSED TOGETHER TO CREATE A NEW CHEESY SHELL. THE QUESALUPA SHELL IS FORMED INTO A TACO USING A PROPRIETARY PROCESS DEVELOPED BY THE DMI SCIENTIST. EACH QUESALUPA UTILIZES FIVE TIMES AS MUCH CHEESE AS A REGULAR CRUNCHY TACO. TACO BELL HAD THE IDEA FOR THE QUESALUPA YEARS AGO BUT WAS UNABLE TO PRODUCE IT UNTIL THE ON-SITE SCIENTIST, BACKED BY DAIRY FARMER FUNDING OF CONSUMER RESEARCH AND PRODUCT TESTING, WAS ABLE TO BRING THE QUESALUPA TO LIFE. THE LAUNCH OF THE QUESALUPA HELPED TACO BELL ACHIEVE MILK EQUIVALENT TONS GROWTH OF 10% IN 2016. FURTHER, IN RECOGNITION OF THE TREMENDOUS WORK, DMIS SCIENTIST WAS AWARDED THE "YUM AWARD" FROM GREG CREED, CEO OF YUM BRANDS. THIS PRESTIGIOUS AWARD IS GIVEN TO SOMEONE WHO SHOWS TENACITY IN ACHIEVING SUPERIOR RESULTS. DMI'S EMPLOYEE WAS THE FIRST TACO BELL PARTNER TO WIN THIS EXCLUSIVE AWARD. 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 2016. DMI'S 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. DMI ASSISTED AND INVESTED IN THE LAUNCH OF A NATIONAL BRAND LEVERAGING THE RESOURCES AND SCALE OF COCA-COLA. FAIRLIFE CONTINUES TO GROW AGGRESSIVELY, ACHIEVING DOLLARS SALES OF $175M AND GROWTH OF 84% IN 2016, WHILE ALSO GAINING RECOGNITION AS A TOP TEN NEW PRODUCT LAUNCH FROM INFORMATION RESOURCES, INC. (IRI). IN LATE 2015 DMI PARTNER DAIRY FARMERS OF AMERICA (DFA) LAUNCHED A NEW BRAND - LIVE REAL FARMS AN ENERGY DRINK THAT APPEALS TO THE MODERN CONSUMER. THE PRODUCT, IN LIMITED TEST MARKETS, IS A BLEND OF MILK, JUICE AND NATURAL INGREDIENTS THAT ARE FRESH FROM THE FARM. DMI'S TEAM PROVIDED CONSUMER INSIGHT AND ASSISTED IN THE FORMULATION DEVELOPMENT OF THE PRODUCT, CONSUMER TESTING, AND BRAND MARKETING. DMI PARTNERED WITH DARIGOLD AND KROGER TO IDENTIFY OPTIMAL CONSUMER TARGETS AND DEVELOPED SEVERAL INNOVATION PLATFORM AREAS. CURRENTLY THE FIRST OF THOSE PLATFORM AREAS IS GETTING READY FOR LAUNCH IN 2017. DMI IS HELPING DEVELOP OPTIMAL BRAND POSITIONING, PACKAGING AND NEW PRODUCT TERRITORIES FOR MARYLAND & VIRGINIA MILK COOPERATIVE AND SOUTHEAST MILK INC., TARGETING A 2017 LAUNCH. DMI WORKED WITH SHAMROCK FOODS TO PROVIDE CONSUMER AND NUTRITION INSIGHTS IN SUPPORT OF THE UPCOMING 2017 LAUNCH OF SHAMROCK FARMS COLD BREW COFFEE. 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 BRANDS; BY STIMULATING INCREASED ADVERTISING AND STRONGER CONSUMER MESSAGING; AND BY FORGING NEW GROWTH STRATEGIES AND CREATING SUSTAINABLE GROWTH MODELS. SINCE THE START OF DMI PARTNERSHIPS, MORE THAN $700 MILLION HAS BEEN SPENT TO UPGRADE OR BUILD NEW PLANT FACILITIES WITH ENHANCED CAPABILITIES TO PRODUCE EXTENDED SHELF LIFE OR SHELF-STABLE PRODUCTS. DMI PARTNERS HAVE HIRED INDIVIDUALS TO SUPPORT AND STAFF INNOVATION PROJECTS. ADDITIONALLY, THE MILK INDUSTRY HAS INCREASED INVESTMENTS IN MILK ADVERTISING, WITH SPENDING OF $81 MILLION IN 2016, WHICH IS 1.8 TIMES 2013 ADVERTISING LEVELS. 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 POLICY AND ACCESS SUPPORT FOR EXPORTS INTO INTERNATIONAL MARKETS. 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 AND STUDENT ENGAGEMENT ACTIVITIES. 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 FUTP60 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. THE PROGRAM HAS NOT ONLY BEEN WELL RECEIVED BY SCHOOLS AS IT HELPS THEM IMPROVE THE SCHOOL HEALTH AND WELLNESS ENVIRONMENT, BUT 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, FROM THE HUNGRY TO THE HEALTHY. false false false false false false false false false true false false true true false true false false false false 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 86 0 true 281 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 5200 0 ELIZABETH ANDERSON DIRECTOR 1.0 1.0 X 0 4100 0 RYAN ANGLIN DIRECTOR 1.0 0.0 X 0 0 0 STEVE BALLARD DIRECTOR 1.0 0.0 X 0 0 0 BRUCE BARTLEY DIRECTOR 1.0 1.0 X 0 0 0 VICTOR BISSELL DIRECTOR 1.0 1.0 X 0 3500 0 CELESTE BLACKBURN DIRECTOR 1.0 0.0 X 0 0 0 PAM BOLIN DIRECTOR 1.0 1.0 X 0 4900 0 CHRISTOPHER BRAZIL DIRECTOR 1.0 0.0 X 0 0 0 JOHN BRUBAKER DIRECTOR 1.0 1.0 X 0 6600 0 RICHARD BYMA DIRECTOR 1.0 1.0 X 0 4400 0 CRAIG CABALLERO DIRECTOR 1.0 1.0 X 0 4400 0 WARREN L CHAMBERLAIN DIRECTOR 1.0 0.0 X 0 0 0 CHERI CHAPIN DIRECTOR 1.0 0.0 X 0 0 0 DAVID P CROWL DIRECTOR 1.0 0.0 X 0 0 0 BRYAN DAVIS DIRECTOR 1.0 1.0 X 0 5200 0 RENAE A DE JAGER DIRECTOR 1.0 0.0 X 0 0 0 RAYMOND L DIEDERICH DIRECTOR 1.0 0.0 X 0 0 0 AUDREY DONAHOE DIRECTOR 1.0 1.0 X 0 5400 0 THOMAS DORSEY DIRECTOR 1.0 1.0 X 0 8000 0 PAUL DOTON DIRECTOR THRU NOV 2016 1.0 1.0 X 0 3800 0 GLEN EASTER DIRECTOR 1.0 1.0 X 0 3200 0 BRIAN ESPLIN DIRECTOR 1.0 1.0 X 0 6400 0 LYNDA FOSTER DIRECTOR 1.0 0.0 X 0 0 0 CHACE FULLMER DIRECTOR THRU NOV 2016 1.0 1.0 X 0 4400 0 DAN GILBERT DIRECTOR 1.0 1.0 X 0 4800 0 DONALD GURTNER DIRECTOR THRU NOV 2016 1.0 1.0 X 0 5100 0 LARRY HANCOCK TREASURER 1.0 0.0 X 0 0 0 DAVID 'SKIP' HARDIE SECRETARY 1.0 1.0 X 0 7800 0 JEFFREY A HARDY DIRECTOR 1.0 1.0 X 0 0 0 JERREL HEATWOLE DIRECTOR 1.0 1.0 X 0 1800 0 WILLIAM HERR DIRECTOR 1.0 0.0 X 0 0 0 MARILYN HERSHEY VICE CHAIR 1.0 0.0 X 0 0 0 NEIL HOFF DIRECTOR 1.0 1.0 X 0 20700 0 TIMOTHY HOOD DIRECTOR 1.0 1.0 X 0 4600 0 AMBER HORN-LEITERMAN DIRECTOR 1.0 0.0 X 0 0 0 VERNON HORST DIRECTOR 1.0 1.0 X 0 4600 0 HAROLD J HOWRIGAN JR DIRECTOR 1.0 0.0 X 0 0 0 DAVID JACKSON DIRECTOR 1.0 1.0 X 0 2000 0 JAMES E JACQUIER DIRECTOR 1.0 1.0 X 0 0 0 JOE KELSAY DIRECTOR 1.0 0.0 X 0 0 0 RANDALL E KOLLER DIRECTOR 1.0 0.0 X 0 0 0 KIM KORN DIRECTOR 1.0 0.0 X 0 0 0 JOHN M LARSON DIRECTOR 1.0 1.0 X 0 5400 0 SARAH LLOYD DIRECTOR 1.0 0.0 X 0 0 0 BRIAN MEDEIROS DIRECTOR 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 5750 0 URBAN MESCHER DIRECTOR 1.0 0.0 X 0 0 0 JERRY G MESSER DIRECTOR 1.0 1.0 X 0 5800 0 KENNETH MEYERS DIRECTOR 1.0 0.0 X 0 0 0 LOWELL MUELLER DIRECTOR 1.0 1.0 X 0 3100 0 ZACHARY H MYERS DIRECTOR 1.0 0.0 X 0 0 0 STEVE NEAHRING DIRECTOR 1.0 1.0 X 0 2700 0 KEN NOBIS DIRECTOR 1.0 1.0 X 0 1600 0 STEVE PHARES DIRECTOR 1.0 1.0 X 0 0 0 RICK PODTBURG DIRECTOR 1.0 1.0 X 0 3400 0 LYNN RAMSEY DIRECTOR 1.0 1.0 X 0 2000 0 JAMES REID DIRECTOR 1.0 1.0 X 0 6500 0 ARIE ROELOFFS DIRECTOR 1.0 1.0 X 0 2600 0 PAUL E ROVEY BOARD CHAIR 1.0 1.0 X 0 32500 0 EDDIE SCHAAP DIRECTOR 1.0 0.0 X 0 0 0 MICHELLE SCHILTER DIRECTOR 1.0 1.0 X 0 8200 0 BRAD J SCOTT DIRECTOR 1.0 0.0 X 0 0 0 CONNIE SEEFELDT DIRECTOR 1.0 1.0 X 0 7900 0 HAROLD SHAULIS DIRECTOR THRU AUG 2016 1.0 1.0 X 0 2000 0 LARRY SHOVER DIRECTOR 1.0 0.0 X 0 0 0 KIMA SIMONSON DIRECTOR 1.0 0.0 X 0 0 0 KATHLEEN SKIBA DIRECTOR 1.0 0.0 X 0 0 0 SANFORD STAUFFER DIRECTOR 1.0 0.0 X 0 0 0 EARL STITZLEIN DIRECTOR 1.0 1.0 X 0 3500 0 CHRISTINE SUKALSKI DIRECTOR 1.0 1.0 X 0 4100 0 JESSICA TEKIPPE-SCHMITT DIRECTOR 1.0 0.0 X 0 0 0 PAULINE TJAARDA DIRECTOR 1.0 0.0 X 0 0 0 SUSAN TROY DIRECTOR 1.0 0.0 X 0 0 0 JERRY TRUELOVE DIRECTOR 1.0 1.0 X 0 5000 0 DEB A VANDER KOOI DIRECTOR 1.0 0.0 X 0 0 0 LISA VANDER POEL DIRECTOR 1.0 0.0 X 0 0 0 CYNDY A VANLIESHOUT DIRECTOR 1.0 0.0 X 0 0 0 SUZANNE VOLD DIRECTOR 1.0 1.0 X 0 4050 0 JIM WEBB DIRECTOR 1.0 0.0 X 0 0 0 CORBY WERTH DIRECTOR 1.0 1.0 X 0 5000 0 TEJO WILLEMSEN DIRECTOR 1.0 1.0 X 0 1400 0 TOM WOODS DIRECTOR 1.0 1.0 X 0 4400 0 THOMAS GALLAGHER CEO 40.0 10.0 X 959448 0 51931 BARBARA O'BRIEN PRESIDENT 40.0 10.0 X 526495 0 64999 CAROLYN GIBBS CFO 40.0 10.0 X 418443 0 55822 DANIEL CHAVKA EXECUTIVE VICE PRESIDENT 40.0 0.0 X 674615 0 80263 THOMAS SUBER EXECUTIVE VICE PRESIDENT 40.0 0.0 X 646484 0 107136 GREGORY MILLER EXECUTIVE VICE PRESIDENT 40.0 1.0 X 455814 0 123851 MOLLIE WALLER EXECUTIVE VICE PRESIDENT 40.0 0.0 X 390910 0 166659 MARC BECK EXECUTIVE VICE PRESIDENT 40.0 0.0 X 387310 0 68503 4459519 238400 719164 118 false true false Daniel J Edelman Inc 200 East Randolph Street Chicago IL 60601 Agency services 15136523 NFL Properties LLC PO Box 27278 New York NY 10087 Promotion 5380950 MMS Education 105 Terry Drive Suite 120 Newtown PA 18940 Agency services 3982055 NTT Data Inc 100 City Square Boston MA 02129 INFORMATION TECH.SVS 3183783 Information Resources Inc 150 N Clinton Street Chicago IL 60661 Agency services 1605807 37 0 Program funding revenue 900099 102712024 102712024 Core funding revenue 900099 48890938 48890938 Contract services revenue 900099 6068945 6068945 157671907 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 157671907 157671907 1610000 0 0 0 2077138 0 17593930 13456282 1971839 1371052 0 641850 106533 0 0 0 34340 0 1286928 2791112 0 1790151 3571022 0 1124414 108569 0 328638 98885 Domestic marketing 72926600 EXPORT 19544629 Contract services 6068945 RESEARCH 7632682 1536368 157671907 0 1020827 4555640 0 0 0 0 1155753 1444671 0 0 0 0 0 7080945 0 0 1038494 742877 5201683 4094064 1398966 1107619 0 0 0 0 0 0 0 0 17190607 25623594 21804647 40555346 21678286 17524438 0 0 126361 169876 0 0 0 0 0 0 0 0 0 20900000 0 1961032 21804647 40555346 0 0 21804647 40555346 0 0 0 0 0 X false true X true false 0 1512469 731109 781360 1550392 1426177 124215 2138822 1936778 202044 1107619 DUE FROM AFFILIATES 25623594 25623594 0 Due to affiliates 1961032 1961032 157671907 0 0 157671907 0 0 157671907 157671907 0 0 157671907 0 0 157671907 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) 130000 RESEARCH PROGRAMS 2 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 THOMAS GALLAGHER CEO 575000 0 50000 0 334448 0 36988 0 14943 0 1011379 0 0 0 BARBARA O'BRIEN PRESIDENT 381539 0 115000 0 29956 0 38154 0 26845 0 591494 0 0 0 CAROLYN GIBBS CFO 286443 0 110000 0 22000 0 28591 0 27231 0 474265 0 0 0 DANIEL CHAVKA EXECUTIVE VICE PRESIDENT 293684 0 0 0 380931 0 58494 0 21769 0 754878 0 0 0 THOMAS SUBER EXECUTIVE VICE PRESIDENT 376620 0 100000 0 169864 0 61284 0 45852 0 753620 0 98408 0 GREGORY MILLER EXECUTIVE VICE PRESIDENT 322004 0 105000 0 28810 0 99696 0 24155 0 579665 0 0 0 MOLLIE WALLER EXECUTIVE VICE PRESIDENT 119175 0 90000 0 181735 0 161976 0 4683 0 557569 0 0 0 MARC BECK EXECUTIVE VICE PRESIDENT 301362 0 11250 0 74698 0 43013 0 25490 0 455813 0 45876 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 2016 AS PART OF A 2-YEAR AGREEMENT. MOLLIE WALLER RECEIVED SEVERANCE PAYMENTS TOTALING $154,328 IN 2016 AS PART OF A 2-YEAR AGREEMENT. THESE AMOUNT ARE INCLUDED ON SCHEDULE J, PART II, COLUMN B (III). SCHEDULE J, PART I, LINE 4B DMI PROVIDES A DEFINED CONTRIBUTION BENEFIT FOR EXECUTIVES WHOSE THRIFT & SAVINGS 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 LIMITS ON THE AMOUNT OF COMPENSATION THAT A QUALIFIED PLAN CAN USE IN MAKING BENEFIT CALCULATIONS. THE IRS CODE SECTION 401(A)(17) ANNUAL COMPENSATION LIMIT FOR 2016 IS $265,000. THE BALANCE IN EACH NONQUALIFIED PLAN ACCOUNT IS CREDITED ANNUALLY WITH INTEREST BASED ON AN AVERAGE OF THE WALL STREET JOURNAL PRIME RATES PUBLISHED ON THE FIRST DAY OF EACH CALENDAR MONTH. THE BALANCE VESTS AND BECOMES PAYABLE AT TERMINATION OF EMPLOYMENT. DMI ALSO PROVIDES A SUPPLEMENTAL RETIREMENT BENEFIT FOR EXECUTIVES WHOSE RETIREMENT PLAN BENEFITS ARE AFFECTED BY THE IRS LIMITS. THIS SUPPLEMENTAL PLAN RESTORES THE PORTION OF THE RETIREMENT PLAN 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. THE BENEFIT AMOUNT DETERMINED 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". IN GENERAL, THE RESTORATION BENEFIT BECOMES VESTED WHEN THE EXECUTIVE REACHES AGE 62 AND COMPLETES 7 YEARS OF SERVICE WHILE STILL EMPLOYED BY DMI. THE BENEFIT AUTOMATICALLY BECOMES VESTED IF THE EXECUTIVE IS INVOLUNTARILY TERMINATED BY DMI WITHOUT CAUSE, BECOMES DISABLED OR DIES WHILE STILL EMPLOYED BY DMI. DMI'S OFFICERS, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES PARTICIPATED IN ONE OR BOTH SUPPLEMENTAL NON-QUALIFIED PLANS IN 2016. THOMAS SUBER WAS PAID $98,408 AND MARK BECK WAS PAID $45,876 IN RESTORATION BENEFITS. AMOUNTS DEFERRED AND/OR PAID ARE REPORTED ON SCHEDULE J, PART II, COLUMN C. 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 $143,772 IN 2016 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 MEMEBERS 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 130000 Cash Youth Improved Inc b 1480000 Cash Innovation Center for US Dairy q 56933 Cash Dairy Research Institute q 84434 Cash