2025-10-22T14:27:17-05:00 2025-03-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2024-04-01 361521980 NATIONAL CONFECTIONERS ASSOCIATION OF THE UNITED STATES INC NATI 2025341440 1101 30TH STREET NW 200 WASHINGTON DC 20007 STEVE MCCRODDAN CFO 2025341440 2025-10-22 1 1 RICHARD J LOCASTRO CPA P00288314 3019519090 2024 2025-03-06 01:10:19Z JOHN H DOWNS JR 1101 30TH STREET NW 200 WASHINGTON DC 20007 37698274 0 X WWW.CANDYUSA.COM X 1884 VA SEE PART III, LINE 1. 26 26 32 33 721442 0 3704024 3345107 23324290 27168685 1475358 1972359 18832 21266 28522504 32507417 929639 1039975 0 0 8241537 10584956 0 0 0 15103146 17003353 24274322 28628284 4248182 3879133 43821944 50170809 23973112 26288567 19848832 23882242 NCA'S MISSION IS TO SERVE AS THE TRUSTED VOICE AND CHAMPION OF THE CONFECTIONERY INDUSTRY, UNWRAPPING EXTRAORDINARY OPPORTUNITIES FOR CANDY MAKERS AND STAKEHOLDERS CONNECTED TO THIS UNIQUE AND SPECIAL CATEGORY. 0 0 ADVOCACY AND COMMUNICATIONS: NCA PROMOTES AND PROTECTS THE CONFECTIONERY INDUSTRY IN THE LEGISLATIVE AND REGULATORY ARENAS SO THAT THE INDUSTRY REMAINS STRONG AND CONFECTIONERY IS VIEWED AS A TREAT. NCA COMMUNICATES POSITIVE MESSAGES ABOUT CHOCOLATE AND CANDY TO ENHANCE AND PROTECT THE INDUSTRY'S IMAGE AND REPUTATION. CONVENTION AND MEMBER SERVICES - EDUCATES AND INFORMS MEMBERS ABOUT ISSUES CONCERNING THE CONFECTIONERY INDUSTRY THROUGH CONVENTIONS, EXPO AND GENERAL ASSOCIATION SERVICES. DATA AND RESEARCH: NCA CONDUCTS SHOPPER AND MARKETPLACE RESEARCH TO HELP THE INDUSTRY UNDERSTAND THE CURRENT ENVIRONMENT AND THE EVOLVING NEEDS OF ITS CONSUMERS. 0 1 1 1 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 1 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 95 0 1 32 1 1 1 0 0 0 1 1 0 1 0 X 26 26 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X TRACY THOMPSON 2025341440 1101 30TH STREET NW 200 WASHINGTON DC 20007 TONY JACOBS CHAIRMAN 2.00 0.00 X X 0 0 0 JAMES G HAGEDORN VICE CHAIRMAN 2.00 0.00 X X 0 0 0 MARTIN B PALMER TREASURER 1.00 0.00 X X 0 0 0 CARRIE ABBOTT MEMBER 0.50 0.00 X 0 0 0 JOEL BURROWS MEMBER 0.50 0.00 X 0 0 0 SYLVIA BUXTON MEMBER 0.50 0.00 X 0 0 0 BRENT COTTEN MEMBER 0.50 0.00 X 0 0 0 ALANNA COTTON MEMBER 0.50 0.00 X 0 0 0 PATRICK EGAN MEMBER 0.50 0.00 X 0 0 0 MITCHELL T GOETZE MEMBER 0.50 0.00 X 0 0 0 STEVE GOHDE MEMBER 0.50 0.00 X 0 0 0 ELLEN R GORDON MEMBER 0.50 0.00 X 0 0 0 LAURA KING MEMBER 0.50 0.00 X 0 0 0 JOHN R KRETCHMER MEMBER 0.50 0.00 X 0 0 0 RICK LABERGE MEMBER 0.50 0.00 X 0 0 0 ROBERT A NELSON MEMBER 0.50 0.00 X 0 0 0 MARK OKITA MEMBER 0.50 0.00 X 0 0 0 MICHAEL G ROSENBERG MEMBER 0.50 0.00 X 0 0 0 RICHARD ROSS MEMBER 0.50 0.00 X 0 0 0 ED SCHULTZ MEMBER 0.50 0.00 X 0 0 0 IRA SHANDARIVSKA MEMBER 0.50 0.00 X 0 0 0 STEPHANIE STUCKEY MEMBER 0.50 0.00 X 0 0 0 MICHAEL TIERNEY MEMBER 0.50 0.00 X 0 0 0 ANTON VINCENT MEMBER 0.50 0.00 X 0 0 0 MARYANN WALBURN MEMBER 0.50 0.00 X 0 0 0 TISH PAHL MEMBER 0.50 0.00 X 0 0 0 JOHN DOWNS PRESIDENT & CEO 40.00 0.01 X 1622019 0 82018 ELISE FENNIG CHIEF OF STAFF & SR. VP OF 40.00 0.01 X 520538 0 77457 STEVE MCCRODDAN CHIEF FINANCIAL OFFICER 40.00 0.01 X 279178 0 68251 TRACY THOMPSON VP, FINANCE 40.00 0.25 X 271485 0 59908 LYNN WYLIE VP, INDUSTRY AFFAIRS 40.00 0.00 X 287914 0 47766 FARIDA MOHAMEDSHAH SR. VP SCIENTIFIC & REG. A 40.00 0.00 X 338871 0 44701 CHRIS GINDLESPERGER SR. VP OF PUB. AFF. & COMM 40.00 0.00 X 467658 0 43688 BRIAN MCKEON SR. VP OF PUBLIC POLICY 40.00 0.00 X 533367 0 42588 SUSAN WHITESIDE VP OF INTEGRATED MKTING & COMM. 40.00 0.00 X 317539 0 76231 4638569 0 542608 24 0 1 0 CONVEXX 6865 S EASTERN AVE SUITE 101 LAS VEGAS NV 89119 TRADE SHOW MANAGEMENT 1786081 LOCUST STREET GROUP 20008 HILLYER PLACE NW WASHINGTON DC 20009 PUBLIC AFFAIRS AND RESEARCH 387500 OLSON FRANK & WEEDA 600 NEW HAMPSHIRE AVENUE NW WASHINGTON DC 20037 LEGAL/LOBBYING/REGULATORY 350297 GLOBAL STRATEGY 215 PARK AVENUE S 15TH FL NEW YORK NY 10003 RESEARCH 235500 NVG 36 MULLIGAN DRIVE PALMYRA VA 22963 LOBBYING 220000 16 1523777 1821330 3345107 SWEETS & SNACKS EXPO 900099 16210080 16210080 MEMBERSHIP DUES 900099 7789098 7789098 ANNUAL CONFERENCE 900099 1873666 1873666 PUBLICATIONS 900099 721442 721442 TRADE SHOWS 900099 475852 475852 98547 98547 27168685 1763216 1763216 21266 21266 5400000 5190857 209143 209143 209143 32507417 26447243 721442 1993625 X 1039975 3062572 4935431 604803 1165562 816588 445582 67184 292739 84758 6688923 404439 754473 346848 574731 2645857 3533090 32510 147792 VIDEO PRODUCTION 259493 DUES 259215 PUB'L & SUBSCRIPTIONS 255024 LICENSING 96363 114332 28628284 626881 1612846 25528929 30609136 1153207 541526 139810 265374 1541757 1572440 1226439 1162318 96631 64121 12553477 13854775 2181252 1650591 43821944 50170809 3690824 3909346 17240876 19790363 3041412 2588858 23973112 26288567 X 19848832 23882242 19848832 23882242 43821944 50170809 3879133 154277 0 X 0 1 X 1 1 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 NCA POLITICAL ACTION COMMITTEE 1101 30TH STREET NW SUITE 200 WASHINGTON DC 20007 361521980 304853 0 0 1 7789098 795373 -1113232 -317859 1012583 -1330442 0 379403 326954 52449 208711 208711 0 638325 626653 11672 64121 DEFERRED COMPENSATION 743088 OPERATING LEASE LIABILITY 1845770 2588858 32881789 154277 304853 459130 32422659 84758 84758 32507417 28819011 275485 275485 28543526 84758 84758 28628284 PART XI, LINE 2D - OTHER ADJUSTMENTS: PAC REVENUE REPORTED IN CONSOLIDATED FINANCIAL 304,853. STATEMENTS AND EXCLUDED FOR NCA FORM 990 REPORTING. PART XII, LINE 2D - OTHER ADJUSTMENTS: PAC EXPENSES REPORTED IN CONSOLIDATED FINANCIAL 275,485. STATEMENTS AND EXCLUDED FOR NCA FORM 990 REPORTING. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES ISM AND ANUGA TRADE SHOWS IN COLOGNE GERMANY 671700 0 0 0 0 0 0 671700 0 671700 0 0 0 0 0 0 1 BROWN & HALEY PO BOX 1596 TACOMA WA 98401 910157130 149073 0 REIMBURSEMENT FOR THE BRANDED PROGRAM UNDER THE MAP AND ATP TREASURER OF THE UNITED STATES PO BOX 8060 WASHINGTON DC 20032 536002509 GOVERNMENT 100000 0 24 WH HOLIDAY SPONSORSHIP THE GINGER NETWORK 6106 31ST STREET NORTH ARLINGTON VA 22207 471906181 62500 0 25 FOODFLUENCE SPONSORSHIP ALBANESE CONFECTIONS 5441 EAST LINCOLN HWY MERRILLVILLE IN 46410 155157860 59699 0 REIMBURSEMENT FOR THE BRANDED PROGRAM UNDER THE MAP UNIV OF WISC FOUNDATION UW FOUNDATION - US BANK LOCKBOX 78807 MILWAUKEE WI 532780807 390743975 501(C)(3) 50000 0 PLEDGE '24 CANDY SCHOOL VERMINTS INC 454 WASHINGTON STREET BRAINTREE MA 02184 030366981 47634 0 REIMBURSEMENT FOR THE BRANDED PROGRAM UNDER THE MAP ORIGINAL GOURMET 52 STILES ROAD SUITE 201 SALEM NH 03079 020516282 42000 0 REIMBURSEMENT FOR THE BRANDED PROGRAM UNDER THE MAP GREAT VALLEY PUBLISHING 1721 VALLEY FORGE ROAD STE 486 VALLEY FORGE PA 19481 813717573 39655 0 DIETICIAN SYMPOSIUM SPONSOR WINDY CITY PRODUCTIONS 200 EAST JEFFERSON STREET FALLS CHURCH VA 22046 825164893 35000 0 DEMOCRATIC CONV SPONSORSHIP AMERICAN LICORICE 1914 HAPPINESS WAY LAPORTE IN 46350 360726900 30000 0 REIMBURSEMENT FOR THE BRANDED PROGRAM UNDER THE MAP NANCY TRINGALI ASSOCIATES 2820 ORDWAY STREET NW WASHINGTON DC 20008 541943458 30000 0 SPONSORSHIP FOR SHOPPING FOR HEALTH CONF WAREHOUSE PRODUCTIONS LLC 1679 US HIGHWAY 89 NORTH CLYDE PARK MT 59018 541993813 25000 0 25 SPONSOR INAGURATION CPG CATNET INC (ARC) 7900 XERXES AVE SO SUITE 2100 BLOOMINGTON MN 55431 205456958 25000 0 FRONT END RESEARCH SPONSORSHIP CROPLIFE AMERICA 4201 WILSON BLVD SUITE 700S ARLINGTON VA 22203 530190293 25000 0 BIPARTISAN INAUGURAL BALL SPONSORS+GOP FARM SPONSOR C HOWARD CO INC 1007 STATION ROAD BELLPORT NY 11713 135667740 22250 0 REIMBURSEMENT FOR THE BRANDED PROGRAM UNDER THE MAP NATIONAL CONSUMER LEAGUE 1701 K STREET NW SUITE 1200 WASHINGTON DC 20006 530242038 501(C)(3) 20000 0 24 TRUMPETER AWARDS SPONSOR NATIONAL PRESS FOUNDATION 1211 CONNECTICUT AVE NW SUITE 310 WASHINGTON DC 20036 521069481 501(C)(3) 20000 0 NAT'L PRESS AWARDS DINNER SPONSOR WASHINGTON PRESS CLUB FOUNDATION 529 14TH STREET NW 1115 WASHINGTON DC 20045 521046926 501(C)(3) 19000 0 CONGRESSIONAL DINNER SPONSOR LIQUID OTC LLCZOLLI PO BOX 1351 WALLED LAKE MI 48390 274534152 16042 0 REIMBURSEMENT FOR THE BRANDED PROGRAM UNDER THE MAP 2024 MKE CONSULTING LLC 3305 MACOMB STREET NW WASHINGTON DC 20008 931597434 15000 0 GOLF SPONSORSHIP NCSL FOUNDATION 7700 EAST FIRST PLACE DENVER CO 80230 742232576 501(C)(3) 15000 0 GOLD SPONSOR THE COUNCIL OF STATE GOVERNMENTS 1776 AVENUE OF THE STATES LEXINGTON KY 40511 366000818 501(C)(3) 15000 0 CSG CONFERENCE SPONSOR DEALERS FOOD PRODUCTS 23800 COMMERCE PARK ROAD SUITE D CLEVELAND OH 44122 340178070 12500 0 REIMBURSEMENT FOR THE BRANDED PROGRAM UNDER THE MAP HERITAGE ACTION FOR AMERICA 214 MASSACHUSETTS AVENUE NE WASHINGTON DC 20002 272244700 501(C)(4) 10000 0 CONTRIBUTION COUNCIL FOR CAGW 317 MASSACHUSETTS AVENUE NE SUITE 300 WASHINGTON DC 20002 521369152 501(C)(4) 10000 0 CONTRIBUTION R STREET INSTITUTE 1411 K STREET NW SUITE 900 WASHINGTON DC 20005 263477125 501(C)(3) 10000 0 CONTRIBUTION MOUNT VERNON LADIES' ASSOCIATION OF THE UNION PO BOX 110 MT VERNON VA 22121 540564701 501(C)(3) 10000 0 IN-KIND CONTRIBUTION BOXES J MORGAN 3758 PACIFIC AVENUE OGDEN UT 84405 870514386 9806 0 REIMBURSEMENT FOR THE BRANDED PROGRAM UNDER THE MAP YOWIE NORTH AMERICA 1000 WALNUT STREET SUITE 400 KANSAS CITY MO 64106 900804902 9400 0 REIMBURSEMENT FOR THE BRANDED PROGRAM UNDER THE MAP KLG CANDIES LLC 2435 S ALSTON AVENUE DURHAM NC 27713 270467843 8062 0 REIMBURSEMENT FOR THE BRANDED PROGRAM UNDER THE MAP ADAMS & BROOKS 1915 S HOOVER STREET LOS ANGELES CA 90007 951502040 8000 0 REIMBURSEMENT FOR THE BRANDED PROGRAM UNDER THE MAP COUNCIL OF STATE RETAIL ASSOCIATIONS 664 SANDPIPER BAY DRIVE SW SUNSET BEACH NC 28468 202266267 501(C)(6) 7500 0 CRSA MTG SPONSOR RTM DISTRIBUTION 2001 TIMBERLOCH PL SUITE 500 THE WOODLANDS TX 77380 371905702 6240 0 REIMBURSEMENT FOR THE BRANDED PROGRAM UNDER THE MAP 9 24 PART I, LINE 2: GRANTS AND ASSISTANCE ARE MONITORED THROUGH THE 2 CFR PART 200 REPORTS AND DEPARTMENT OF AGRICULTURE REQUIREMENTS. THE VICE PRESIDENT OF INTERNATIONAL BUSINESS DEVELOPMENT PREPARES QUARTERLY REPORTS TO THE AGRICULTURE DEPARTMENT. ALL GRANTS ARE INTERNALLY MONITORED MONTHLY. IN ADDITION, EVERY TWO YEARS THE DEPT. OF AGRICULTURE HAS ITS OWN AUDIT OF THE PROGRAM. X X 1 1 X X 0 1 0 JOHN DOWNS PRESIDENT & CEO 1397019 0 225000 0 0 0 43125 0 38893 0 1704037 0 0 0 ELISE FENNIG CHIEF OF STAFF & SR. VP OF 455538 0 65000 0 0 0 41500 0 35957 0 597995 0 0 0 BRIAN MCKEON SR. VP OF PUBLIC POLICY 458367 0 75000 0 0 0 41250 0 1338 0 575955 0 0 0 CHRIS GINDLESPERGER SR. VP OF PUB. AFF. & COMM 412658 0 55000 0 0 0 41750 0 1938 0 511346 0 0 0 SUSAN WHITESIDE VP OF INTEGRATED MKTING & COMM. 277539 0 40000 0 0 0 40274 0 35957 0 393770 0 0 0 FARIDA MOHAMEDSHAH SR. VP SCIENTIFIC & REG. A 293871 0 45000 0 0 0 42000 0 2701 0 383572 0 0 0 STEVE MCCRODDAN CHIEF FINANCIAL OFFICER 239178 0 40000 0 0 0 42125 0 26126 0 347429 0 0 0 LYNN WYLIE VP, INDUSTRY AFFAIRS 257914 0 30000 0 0 0 35849 0 11917 0 335680 0 0 0 TRACY THOMPSON VP, FINANCE 241485 0 30000 0 0 0 34082 0 25826 0 331393 0 0 0 PART I, LINE 1A THE PRESIDENT & CEO'S CONTRACT STATES THAT NCA PROVIDE FIRST CLASS TRAVEL FOR DOMESTIC TRAVEL AND BUSINESS CLASS FOR INTERNATIONAL FLIGHTS. THE PRESIDENT & CEO'S CONTRACT ALLOWS FOR THE COVERAGE OF SPOUSAL EXPENSES FOR NCA RELATED TRIPS APPROVED BY THE CHAIRMAN OF THE BOARD. THESE EXPENSES ARE INCLUDED IN THE PRESIDENT AND CEO'S TAXABLE COMPENSATION. PART I, LINE 4B FOR THE YEAR ENDED MARCH 31, 2025, CONTRIBUTIONS TO THE PLAN TOTALED $150,000 MARKING THE END OF AN EMPLOYMENT PERIOD. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS FOUR CLASSES OF MEMBERSHIP: DOMESTIC MANUFACTURING MEMBERS, INTERNATIONAL MANUFACTURING MEMBERS, SUPPLIER MEMBERS, AND BROKER MEMBERS. ALL CLASSES OF MEMBERSHIP HAVE THE SAME RIGHTS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS HAVE THE RIGHT TO ELECT MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B BYLAW CHANGES NEED TO BE APPROVED BY A MAJORITY VOTE OF THE CORE MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY SENIOR MANAGEMENT. PRIOR TO FILING WITH THE IRS A FINAL COPY OF THE 990 WAS MADE AVAILABLE TO ALL BOARD MEMBERS ON A SECURE SECTION OF THE WEBSITE. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES AND BOARD MEMBERS MUST SIGN AN ANNUAL CONFLICT OF INTEREST DISCLOSURE. AN EMPLOYEE/ BOARD MEMBER MUST PROMPTLY DISCLOSE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST, IN WRITING, TO THE HUMAN RESOURCES DEPARTMENT BEFORE ENGAGING IN CONDUCT WHICH MAY CONSTITUTE A CONFLICT OF INTEREST. ALTHOUGH IT IS NOT POSSIBLE TO SPECIFY EVERY ACTION THAT MIGHT CREATE A CONFLICT OF INTEREST, THE POLICY SETS FORTH THE ONES THAT MOST FREQUENTLY PRESENT PROBLEMS. IF AN EMPLOYEE HAS ANY QUESTION WHETHER AN ACTION OR PROPOSED COURSE OF CONDUCT WOULD CREATE A CONFLICT OF INTEREST, HE OR SHE CONTACTS THE HUMAN RESOURCES DEPARTMENT TO OBTAIN ADVICE ON THE ISSUE. A VIOLATION OF THE POLICY RESULTS IN IMMEDIATE AND APPROPRIATE DISCIPLINE, UP TO AND INCLUDING IMMEDIATE TERMINATION. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION HIRED AN OUTSIDE INDEPENDENT FIRM TO PERFORM A SALARY REVIEW FOR THE PRESIDENT. THIS REVIEW INCLUDED THE USE OF COMPARABILITY DATA OF FIVE DIFFERENT SURVEYS. THE COMPENSATION COMMITTEE APPROVED THE FINAL DETERMINATION, WHICH WAS ALSO DOCUMENTED IN THEIR COMMITTEE BINDER. THE PRESIDENT DETERMINES COMPENSATION OF OTHER KEY EMPLOYEES BY USING COMPENSATION STUDIES. THE LAST SALARY REVIEW TOOK PLACE IN OCTOBER 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G SPEAKERS 374,262. TEMPORARY SERVICES 173,610. EVENT CONSULTING 1,796,372. SECURITY 92,188. DATA ANALYTICS 211,330. TRADESHOW MANAGEMENT 1,786,081. PUBLIC RELATIONS 590,865. OTHER PROFESSIONAL FEES 1,664,215. NAT'L CONFECTIONERS ASSN OF THE US POLITICAL ACTION COMMITTEE 1101 30TH STREET NW WASHINGTON DC 20008 900572263 POLITICAL ACTIVITIES VA 527 N/A NCA 1 THE CONFECTIONERY FOUNDATION 1101 30TH STREET NW SUITE 200 WASHINGTON DC 20007 271111667 PHILANTHROPY, EDUCATION, AND RESEARCH DC 501(C)(3) LINE 7 NCA 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 NAT'L CONFECTIONERS ASSN OF THE US POLITICAL ACTION COMMITTEE L 304853 FMV