2025-11-17T12:49:11-06:00 2024-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2024-01-01 130452400 AMERICAN CLEANING INSTITUTE AMER 2023472900 1401 H STREET NW 700 WASHINGTON DC 20005 KORIE A TRAVER CHIEF OPERATING OFFICER 2023472900 2025-11-17 1 0 ELIZABETH W HELLER P00397829 3019519090 2024 2025-03-06 01:10:19Z JENNIFER ABRIL 1401 H STREET NW 700 WASHINGTON DC 20005 17949204 0 X WWW.CLEANINGINSTITUTE.ORG X 1926 DE SEE PART III, LINE 1. 21 21 33 21 0 0 2609260 2639916 11834630 12341093 688109 1115545 6378 170 15138377 16096724 24297 41798 0 0 5852865 6496821 0 0 0 8424291 7798628 14301453 14337247 836924 1759477 27143617 32793239 10728446 14222688 16415171 18570551 X THE AMERICAN CLEANING INSTITUTE SERVES THE GROWTH AND INNOVATION OF THE U.S. CLEANING PRODUCTS INDUSTRY BY ADVANCING THE HEALTH AND QUALITY OF LIFE OF PEOPLE AND PROTECTING OUR PLANET. (SEE CONTINUATION ON SCHEDULE O.)ACI ACHIEVES THIS THROUGH A CONTINUOUS COMMITMENT TO SOUND SCIENCE AND BEING A CREDIBLE VOICE FOR THE CLEANING PRODUCTS INDUSTRY. 0 0 GOVERNMENT AFFAIRS - ACI PARTICIPATES AT THE FEDERAL, STATE, AND LOCAL LEVELS IN LEGISLATIVE AND REGULATORY ACTIVITIES THAT MAY AFFECT THE FORMULATION, MARKETING, PACKAGING, DISTRIBUTION, USE AND DISPOSAL OF INDUSTRY PRODUCTS. ACI LEADS ON ISSUES IMPACTING THE CLEANING PRODUCTS SUPPLY CHAIN, INCLUDING FEDERAL INGREDIENT COMMUNICATION, CHEMICAL MANAGEMENT AND PACKAGING. RESEARCH, TECHNICAL, AND REGULATORY - ACI'S TECHNICAL AND RESEARCH PROGRAM ADVANCES, PROMOTES AND UTILIZES SCIENCE TO DRIVE INFORMED DIALOGUE AND DECISION MAKING. THE PROGRAM PROVIDES THE FOUNDATION FOR SCIENTIFICALLY SOUND LEGISLATIVE AND REGULATORY JUDGMENTS ABOUT INDUSTRY PRODUCTS AND INGREDIENTS. IT IS ALSO A SOURCE OF CRITICAL INFORMATION RELATED TO HUMAN AND ENVIRONMENTAL SAFETY FOR ACI MEMBERS AND THE PUBLIC. COMMUNICATIONS - ACI'S COMMUNICATIONS INITIATIVES PROACTIVELY AND TRANSPARENTLY ENGAGE STAKEHOLDERS TO PROMOTE DIALOGUE AND INCREASE UNDERSTANDING, KNOWLEDGE AND TRUST OF THE CLEANING PRODUCTS INDUSTRY. ACI KEEPS ITS MEMBERS INFORMED OF ITS ACTIVITIES THROUGH ITS WEBSITES, NEWSLETTERS AND SOCIAL MEDIA. ACI PUBLIC RELATIONS EFFORTS ARE DESIGNED TO COMMUNICATE THE BENEFITS AND SAFETY OF CLEANING PRODUCTS, AND TO EXPAND AWARENESS OF ACI AS AN INFORMATION RESOURCE FOR MEDIA AND OTHER KEY AUDIENCES ABOUT THE INDUSTRY AND ITS PRODUCTS. SUSTAINABILITY - ACI'S SUSTAINABILITY PROGRAM UNITES THE CLEANING PRODUCTS INDUSTRY TO TAKE ACTION AROUND A SHARED SUSTAINABILITY VISION AND INDUSTRY GOALS. THE PROGRAM DEFINES AND DRIVES IMPACTFUL INDUSTRY ACTION TO FOSTER AND SHAPE A SUSTAINABLE FUTURE. 0 1 0 1 0 0 0 0 0 1 1 0 1 1 0 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 0 0 1 43 0 1 33 1 0 0 0 0 1 1 0 0 0 X 21 21 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X KORIE TRAVER 2026622525 1401 H STREET NW SUITE 700 WASHINGTON DC 20005 ERIC REYNOLDS CHAIR 1.00 X X 0 0 0 SUZANNE CARROLL VICE-CHAIR 1.00 X X 0 0 0 SEAN MORIARTY TREASURER 1.00 X X 0 0 0 PARTHIV AMIN BOARD MEMBER 1.00 X 0 0 0 LARRY BERGER BOARD MEMBER 1.00 X 0 0 0 RONALD BIRNBAUM BOARD MEMBER 1.00 X 0 0 0 LILIANA DE STEFANO BOARD MEMBER 1.00 X 0 0 0 RENE GARZA BOARD MEMBER 1.00 X 0 0 0 STEPHAN HABIF BOARD MEMBER 1.00 X 0 0 0 RENEE HENZE BOARD MEMBER 1.00 X 0 0 0 SILKE HOPPE BOARD MEMBER 1.00 X 0 0 0 CARLOS LINARES BOARD MEMBER 1.00 X 0 0 0 CHRISTIAN MACIVER BOARD MEMBER 1.00 X 0 0 0 JESSICA MCCOY BOARD MEMBER 1.00 X 0 0 0 EASWAR RANGANATHAN BOARD MEMBER 1.00 X 0 0 0 ERIK ROBERTS BOARD MEMBER 1.00 X 0 0 0 JOSEPH SCHWALBACH BOARD MEMBER 1.00 X 0 0 0 MARTINA SPINATSCH BOARD MEMBER 1.00 X 0 0 0 RICHARD STRITTMATTER BOARD MEMBER 1.00 X 0 0 0 STEVE TANNER BOARD MEMBER 1.00 X 0 0 0 CHARLIE ZIMMER BOARD MEMBER 1.00 X 0 0 0 MELISSA HOCKSTAD PRESIDENT & CEO (THRU 12/24) 37.50 X 1121321 0 102253 KORIE A TRAVER INTERIM CO-CEO & COO 37.50 X 309045 0 47285 DOUGLAS TROUTMAN - INTERIM CO-CEO, GC, CORP SEC & SVP, GOV AFF. 37.50 X 282042 0 55976 JAMES KIM SR VP, SCIENCE & REG. AFFAIRS 37.50 X 280834 0 56030 BRIAN SANSONI SR VP, COMM., OUT. & MEMBERSHIP 37.50 X 275655 0 43277 FRANCIS KRUZSEWSKI SR. DIR., HEALTH & HUMAN SAFETY 37.50 X 242383 0 43307 UGUR USUMI SR DIRECTOR, INFORMATION TECHNOLOGY 37.50 X 203947 0 42553 WANDA STOKES VP, HUMAN RESOURCES & OPERATIONS 37.50 X 194779 0 36013 2910006 0 426694 20 0 1 0 BRG COMMUNICATIONS INC 201 N UNION ST 110 ALEXANDRIA VA 22314 PUBLIC RELATIONS 719073 TACTIX GOVT RELATIONS & PUB AFFAIRS INC 123 SLATER ST STE 700 OTTAWA CA COMMUNICATIONS CONSULTANT 318845 HOGAN LOVELLS US LLP 555 13TH STREET NORTHWEST WASHINGTON DC 20004 REGULATORY CONSULTANTS 277587 ARNOLD & PORTER KAYE SCHOLER LLP 601 MASSACHUSETTS AVE NW WASHINGTON DC 20001 REGULATORY CONSULTANTS 260000 RICARDO-AEA LTD FERMI AVENUE DIDCOT UK OX11 0QR SCIENTIFIC STUDIES CONSULTING 216974 11 2639916 2639916 MEMBERSHIP DUES 900099 10304231 10304231 CONVENTION & MEETINGS 900099 2036862 2036862 12341093 464894 464894 2503131 1852480 650651 650651 650651 OTHER INCOME 900099 170 170 170 16096724 12341093 0 1115715 X 41798 1917923 3240675 394434 603747 340042 55698 55120 187500 135514 4208695 26977 238160 579948 739660 144550 763089 236590 70636 DUES & MEMBERSHIPS 125175 PROF. DEVELOPMENT 94930 SUBS. & PUBS. 54867 CC FEES 46141 35378 14337247 2472851 723136 789800 99859 1345926 1431534 283013 55310 780619 431795 2474815 927779 572932 1547036 10623256 15390822 3360941 2908758 6914279 10204989 27143617 32793239 996881 766596 1550533 1790431 8181032 11665661 10728446 14222688 X 9968745 11610120 6446426 6960431 16415171 18570551 27143617 32793239 X 1759477 395411 492 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 10304231 320870 -1928383 -1607513 309127 -1916640 874007 71418 802589 1904 1901 3 1598904 854460 744444 1547036 HEDGE FUND 2908758 F 2908758 DEPOSITS 52934 DEFERRED COMPENSATION 147344 RIGHT-OF-USE ASSET 10004711 10204989 ACCRUED POSTRETIREMENT BENEFITS 7835 DEFERRED COMPENSATION 147344 OPERATING LEASE LIABILITY 11510482 11665661 16370147 395411 13526 408937 15961210 135514 135514 16096724 14223792 22059 22059 14201733 135514 135514 14337247 PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE FROM ACI PAC, A RELATED ORGANIZATION, CONSOLIDATED 13,526. ON FINANCIAL STATEMENTS AND EXCLUDED FROM FORM 990 REPORTING. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM ACI PAC, A RELATED ORGANIZATION, CONSOLIDATED 22,059. ON FINANCIAL STATEMENTS AND EXCLUDED FROM FORM 990 REPORTING. 1 SOME (SO OTHERS MIGHT EAT) 71 O STREET NW WASHINGTON DC 20001 237098123 501(C)(3) 13098 0 DONATION/CHARITY THE DIGDEEP RIGHT TO WATER PROJECT 110 W 11TH STREET SUITE 400 LOS ANGELES CA 90015 460686920 501(C)(3) 20000 0 DONATION/CHARITY 2 0 PART I, LINE 2: THE ORGANIZATION MADE DONATIONS TO THE CHARITIES IDENTIFIED ABOVE, AND THERE WAS NO FURTHER MONITORING OF THE DONATIONS. X X 0 0 0 MELISSA HOCKSTAD PRESIDENT & CEO (THRU 12/24) 728733 0 392588 0 0 0 86148 0 16105 0 1223574 0 0 0 KORIE A TRAVER INTERIM CO-CEO & COO 267259 0 41786 0 0 0 31985 0 15300 0 356330 0 0 0 DOUGLAS TROUTMAN - INTERIM CO-CEO, GC, CORP SEC & SVP, GOV AFF. 257806 0 24236 0 0 0 31107 0 24869 0 338018 0 0 0 JAMES KIM SR VP, SCIENCE & REG. AFFAIRS 258995 0 21839 0 0 0 31324 0 24706 0 336864 0 0 0 BRIAN SANSONI SR VP, COMM., OUT. & MEMBERSHIP 254383 0 21272 0 0 0 30403 0 12874 0 318932 0 0 0 FRANCIS KRUZSEWSKI SR. DIR., HEALTH & HUMAN SAFETY 225970 0 16413 0 0 0 24640 0 18667 0 285690 0 0 0 UGUR USUMI SR DIRECTOR, INFORMATION TECHNOLOGY 189514 0 14433 0 0 0 22536 0 20017 0 246500 0 0 0 WANDA STOKES VP, HUMAN RESOURCES & OPERATIONS 178394 0 16385 0 0 0 21573 0 14440 0 230792 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP ELIGIBILITY. MEMBERSHIP IN THE INSTITUTE SHALL BE OPEN TO ANY PERSON, NATURAL OR CORPORATE, THAT (A) HAS A SUBSTANTIAL INTEREST AND COMMITMENT TO THE PURPOSE OF THE INSTITUTE; (B) PRIMARILY ENGAGES IN MANUFACTURING OR FORMULATING; AND, (C)(I) MANUFACTURES, FORMULATES OR SUPPLIES CLEANING PRODUCTS AS DEFINED HEREIN AND/OR THEIR INGREDIENTS OR FINISHED PACKAGING OR (C)(II) DISTRIBUTES CHEMICALS TO ENTITIES INCLUDED IN 3.1(C)(I) BY PURCHASING AND TAKING TITLE TO A CHEMICAL (INCLUDING ANY INTERMEDIATE CHEMICAL), THAT IS BLENDED, PROCESSED, RE-PACKAGED AND/OR SOLD FOR USE IN CLEANING PRODUCTS. 3.1.1 CLEANING PRODUCTS AS REFERENCED IN THESE BYLAWS ARE DEFINED AS SOAPS, DETERGENTS AND OTHER CHEMICAL PRODUCTS USED FOR FABRIC CARE (INCLUDING BUT NOT LIMITED TO FABRIC SOFTENERS), DISH AND OTHER WARE WASHING, SURFACE CLEANING OR PERSONAL CLEANSING IN HOUSEHOLD, COMMERCIAL, INSTITUTIONAL OR INDUSTRIAL SETTINGS THAT ARE FOR SALE IN THE U.S. FORM 990, PART VI, SECTION A, LINE 7A AS USED IN THE BYLAWS, "MEETING OF MEMBERS" REFERS TO A MEETING OF THE FULL MEMBERSHIP OF THE INSTITUTE, AND DOES NOT INCLUDE MEETINGS OF BOARD COMMITTEES OR NON-BOARD COMMITTEES. AT A MEETING OF MEMBERS, EACH ENTITY THAT IS A MEMBER SHALL VOTE THROUGH ONE INDIVIDUAL REPRESENTATIVE WHOSE NAME IS DESIGNATED TO THE INSTITUTE BY SUCH MEMBER AS ITS EXECUTIVE CONTACT. WHEN PROPERLY DESIGNATED, VOTES BY MEMBERS MAY BE CAST BY PROXY, BUT SUCH PROXIES SHALL BE THE DESIGNATED REPRESENTATIVE OF ANOTHER MEMBER OR AN EMPLOYEE OF THE MEMBER GIVING THE PROXY. EMPLOYEES OF THE INSTITUTE MAY NOT ACT AS PROXIES. THE ANNUAL MEETING OF MEMBERS SHALL BE HELD BETWEEN DECEMBER 1 AND FEBRUARY 28, OR SUCH OTHER TIME AS MAY BE DETERMINED BY THE BOARD. ANY PROPER BUSINESS MAY BE TRANSACTED AT THE ANNUAL MEETING OF MEMBERS, AND IN AN ELECTION YEAR, THE MEMBERS SHALL ELECT INDIVIDUALS TO SERVE ON THE BOARD. THE SECRETARY, THE PRESIDENT OR SUCH OTHER PERSON DESIGNATED BY THE BOARD SHALL PROVIDE NOTICE OF A MEETING OF MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B AT A MEETING OF MEMBERS, ONE TENTH (1/10) OF THE MEMBERS MUST BE PRESENT IN-PERSON OR BY PROXY TO CONSTITUTE A QUORUM. UNLESS OTHERWISE PROVIDED BY THE CERTIFICATE OF INCORPORATION, THE BYLAWS, OR THE DELAWARE GENERAL CORPORATION LAW ("DELAWARE LAW"), ALL ACTIONS AT A MEETING OF MEMBERS MUST BE APPROVED BY A MAJORITY OF THE MEMBERS PRESENT AT A MEETING WHERE A QUORUM EXISTS, EXCEPT THE ELECTION OF DIRECTORS SHALL REQUIRE ONLY A PLURALITY VOTE OF THE MEMBERS PRESENT AT SUCH MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE INSTITUTE PROVIDES A COPY OF THE FORM 990 TO ITS BOARD OF DIRECTORS BEFORE IT GETS FILED. THE INSTITUTE'S CHIEF OPERATING OFFICER, PRESIDENT & CEO, AND GENERAL COUNSEL PERFORM A DETAILED REVIEW OF THE FORM 990 PRIOR TO PROVIDING IT TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS PART OF THE EMPLOYEE HANDBOOK. EMPLOYEES ARE REQUIRED TO CONDUCT THEMSELVES IN ACCORDANCE WITH THE HIGHEST STANDARDS OF INTEGRITY AND FAIR DEALING AND AVOID ANY APPEARANCE OF CONFLICT BETWEEN THEIR PERSONAL INTERESTS AND THOSE OF ACI AND ITS MEMBERS. EACH ACI EMPLOYEE IS REQUIRED TO READ THE EMPLOYEE HANDBOOK AND SIGN A CERTIFICATE ACKNOWLEDGING THAT THE EMPLOYEE UNDERSTANDS THE INFORMATION IN THE HANDBOOK. IN ADDITION, THE INSTITUTE'S BOARD OF DIRECTORS IS SUBJECT TO A CONFLICTS OF INTEREST POLICY THAT SETS FORTH THE PROCEDURES FOR BOARD MEMBERS TO REPORT POTENTIAL CONFLICTS OF INTEREST. BOARD MEMBERS ARE REQUIRED TO SIGN A COMPLIANCE CERTIFICATE ANNUALLY INDICATING THAT THEY UNDERSTAND AND AGREE TO COMPLY WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 ACI'S BOARD OF DIRECTORS HAS ADOPTED A COMPENSATION POLICY FOR EXECUTIVES/KEY EMPLOYEES. ACI CONSIDERS SEVERAL FACTORS IN ASSESSING COMPENSATION AND BENEFITS FOR ITS EXECUTIVES, INCLUDING: JOB PERFORMANCE, EXPERIENCE, TRAINING AND EDUCATION, SALARY HISTORY, LENGTH OF EMPLOYMENT AT ACI, RELATIONSHIPS OR CREDENTIALS THAT ENHANCE ADVOCACY EFFECTIVENESS, AND BENCHMARKING DATA. TO THE GREATEST EXTENT POSSIBLE, ACI USES BENCHMARKING DATA FROM ORGANIZATIONS HAVING SIMILAR ATTRIBUTES TO ACI IN TERMS OF: MEMBERSHIP TYPE, MEMBERSHIP SIZE, BUDGET SIZE, STAFF SIZE, AND LOCATION. THE HUMAN RESOURCES DEPARTMENT PROVIDES THIS DATA TO THE ACI CHIEF OPERATING OFFICER ALONG WITH COMPENSATION RECOMMENDATIONS. THE BOARD'S TREASURER APPROVES ALL COMPENSATION RECOMMENDATIONS FOR EXECUTIVES BASED ON THE TOTALITY OF INFORMATION GATHERED IN THE PERFORMANCE EVALUATION AND COMPENSATION REVIEW PROCESS. THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION FOR THE PRESIDENT & CEO BASED ON THE INFORMATION GATHERED IN THE PERFORMANCE EVALUATION AND COMPENSATION REVIEW PROCESS CONSISTENT WITH THE PRESIDENT & CEO'S EMPLOYMENT CONTRACT. THE LAST COMPENSATION REVIEW TOOK PLACE IN OCTOBER 2024. FORM 990, PART VI, SECTION C, LINE 19 NO OTHER DOCUMENTS MADE AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G PUBLIC RELATIONS 651,864. OTHER CONTRACTED SERVICES 2,482,651. CONSULTANTS 1,074,180. FORM 990, PART XI, LINE 9: ACTUARIAL GAIN NOT YET RECOGNIZED 492. AMERICAN CLEANING INSTITUTE PAC 1401 H ST NW SUITE 700 WASHINGTON DC 20005 821899031 POLITICAL ACTION COMMITTEE DC 527 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0