2024-11-13T13:27:49-06:00 2023-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-01-01 521970352 FMI FOUNDATION FMIF 2024528444 2345 CRYSTAL DRIVE 800 ARLINGTON VA 22202 SALVATORE J DICARLO TREASURER/CFO 2024528444 2024-11-12 1 0 FRANK SMITH P00639053 2022274000 2024-11-12 2023 2024-10-15 13:58:12Z LESLIE G SARASIN 2345 CRYSTAL DRIVE 800 ARLINGTON VA 22202 5999515 0 X WWW.FMI.ORG/FOUNDATION X 1996 DC PROVIDE SUPPORT TO THE FOOD INDUSTRY'S IMPORTANT FOOD SAFETY, NUTRITION AND HEALTH PROGRAMS. 21 21 0 25 0 0 515369 698587 0 0 385080 441992 37000 -403646 937449 736933 260000 200000 0 0 0 0 0 0 74360 885052 764172 1145052 964172 -207603 -227239 10601900 12161980 634069 1344775 9967831 10817205 X FMI FOUNDATION (THE FOUNDATION) PROVIDES FUNDS TO HELP SUPPORT THE FOOD INDUSTRY'S IMPORTANT FOOD SAFETY, HEALTH AND NUTRITION PROGRAMS. THESE PROGRAMS PROTECT CONSUMERS FROM FOODBORNE ILLNESS AND ENCOURAGE HEALTHIER EATING. THESE PROGRAMS INCLUDE THE PARTNERSHIP FOR FOOD SAFETY EDUCATION, UNIFIED VOICE PROTOCOL AND THE FAMILY MEALS MONTH. 0 0 541329 200000 THE FOUNDATION'S GRANT PROGRAMS FOCUS ON CONSUMERS, STORE ASSOCIATES AND OTHER WORKERS, AS WELL AS FOOD SUPPLIERS TO ADVANCE NUTRITION, HEALTH AND FOOD SAFETY. THROUGH INTERACTION WITH THE NON-PROFIT PARTNERSHIP FOR FOOD SAFETY EDUCATION, RESOURCES FROM THE FOUNDATION HAVE ENABLED THE PARTNERSHIP TO DEVELOP THE ONLY PUBLIC-PRIVATE COLLABORATIVE THAT FOCUSES EXCLUSIVELY ON THE PREVENTION OF FOODBORNE ILLNESS AT THE POINT OF CONSUMER HANDLING AND PREPARATION IN THE HOME. THE FOUNDATION ALSO GAVE GRANTS AND PAID OTHER EXPENSES RELATED TO THE UNIFIED VOICE PROTOCOL WHICH ESTABLISHES A FRAMEWORK TO PROACTIVELY CREATE AN ENVIRONMENT OF TRUST IN THE FOOD AND CONSUMER GOODS INDUSTRIES. THE FOUNDATION IS ALSO WORKING WITH JUNIOR ACHIEVEMENT US TO HELP PROMOTE THE FOOD INDUSTRY AS A PREFERRED CAREER CHOICE.THE FOUNDATION STARTED THE FAMILY MEALS CAMPAIGN TO ENCOURAGE ONE MORE MEAL AT HOME EACH WEEK. FAMILY MEALS EATEN AT HOME HAVE PROVEN TO BENEFIT THE HEALTH AND WELLNESS OF CHILDREN AND ADOLESCENTS, TO FIGHT OBESITY, SUBSTANCE ABUSE AND TO MAKE FAMILIES STRONGER. THE FOUNDATION IS PROVIDING ONLINE TOOLKITS THAT RETAILERS AND SUPPLIERS CAN USE TO PROMOTE FAMILY MEALS. THE TOOLKIT INCLUDES, RECIPES, PLANNING SUGGESTIONS, RECIPE LISTS AND MESSAGING ABOUT THE BENEFITS OF FAMILY MEALS.THE FOUNDATION PROVIDED SCHOLARSHIPS AND FUNDING TO UNIVERSITY SCIENCE PROGRAMS TO PROMOTE TRAINING FOR AUDITORS IN FOOD SAFETY IN AN ACCREDITED CERTIFICATION PROGRAM. 541329 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 5 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X SALVATORE J DICARLO 2024528444 2345 CRYSTAL DRIVE SUITE 800 ARLINGTON VA 22202 ART POTASH CHAIR (AS OF 1/2023) 1.00 1.00 X X 0 0 0 TIFFANY MENYHART TRUSTEE (AS OF 6/2023) 1.00 0.00 X 0 0 0 PAM STEWART TRUSTEE (AS OF 1/2023) 1.00 1.00 X 0 0 0 JIM WISPINSKI TRUSTEE (AS OF 1/2023) 1.00 1.00 X 0 0 0 DAGMAR BOGGS TRUSTEE 1.00 0.00 X 0 0 0 BRENT COTTEN TRUSTEE 1.00 0.00 X 0 0 0 KEITH DAILEY TRUSTEE 1.00 0.00 X 0 0 0 KEVIN DAVIS TRUSTEE 1.00 0.00 X 0 0 0 MOLLY FOGARTY TRUSTEE 1.00 0.00 X 0 0 0 CHRIS FOLEY TRUSTEE 1.00 0.00 X 0 0 0 BRIAN GEORGE TRUSTEE 1.00 1.00 X 0 0 0 NEIL GOLUB TRUSTEE 1.00 0.00 X 0 0 0 OSCAR GONZALEZ TRUSTEE 1.00 1.00 X 0 0 0 GEORGIA VAN GUNDY TRUSTEE 1.00 0.00 X 0 0 0 TODD JONES TRUSTEE 1.00 1.00 X 0 0 0 RICK KEYES TRUSTEE 1.00 0.00 X 0 0 0 OLI MORTON TRUSTEE 1.00 1.00 X 0 0 0 JOSEPH SHERIDAN TRUSTEE 1.00 1.00 X 0 0 0 MIKE VAIL TRUSTEE 1.00 0.00 X 0 0 0 JULIA WELLS TRUSTEE 1.00 0.00 X 0 0 0 BRAD W BROOKSHIRE PAST CHAIR (AS OF 1/2023) 1.00 1.00 X X 0 0 0 GEOFF TANNER TRUSTEE (UNTIL 4/2023) 1.00 0.00 X 0 0 0 KIRK TANNER TRUSTEE (UNTIL 12/2023) 1.00 0.00 X 0 0 0 LESLIE G SARASIN PRESIDENT 1.00 37.00 X 0 3228539 51691 SALVATORE J DICARLO CFO/TREASURER 1.00 37.00 X 0 530143 84799 DAVID FIKES SENIOR VP/SECRETARY 19.00 19.00 X 0 303068 61004 0 4061750 197494 0 0 1 0 O'KEEFE COMMUNICATIONS LLC 6030 DAYBREAK CIRCLE SUITE A150-36 CLARKSVILLE MD 21029 MEDIA & EVENT PRODUCTION 114395 1 654918 43669 698587 283602 283602 4952126 4793736 158390 158390 158390 65200 654918 468846 -403646 -403646 736933 0 0 38346 X 155000 155000 45000 45000 6946 5888 1058 10000 10000 83099 83099 211400 211400 679 266 413 5908 5104 804 5354 1785 3569 2787 710 2077 11647 6592 5055 PROGRAM ADMINISTRATION 423237 106923 248067 68247 GIFTS & AWARDS 1099 954 145 DUES & REGISTRATIONS 1052 743 309 SURVEY DATA 964 964 964172 541329 348483 74360 103957 309497 70000 1000 36442 24476 10391501 11827007 10601900 12161980 58288 150 382618 322500 193163 1022125 634069 1344775 X 9967831 10817205 9967831 10817205 10601900 12161980 -227239 1076613 0 X 0 1 X 1 0 X X 1 FOOD MARKETPLACE INC 362900465 10 1 35000 0 1 35000 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 3B: FACTS REGARDING THE PUBLIC SUPPORT TEST UNDER SECTION 509(A)(2) FOR THE SUPPORTED ORGANIZATION ARE CONFIRMED BY MANAGEMENT ON AN ANNUAL BASIS. PART IV, SECTION A, LINE 3C: FUNDS PROVIDED TO THE SUPPORTED ORGANIZATION (FMI) ARE REVIEWED INTERNALLY TO ENSURE PROPER USE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO FMI 1022125 1022125 X PART X, LINE 2: FOR THE YEAR ENDED DECEMBER 31, 2023, NO PROVISION FOR INCOME TAXES WAS MADE, AS THE FOUNDATION HAD NO SIGNIFICANT NET UNRELATED BUSINESS INCOME AND DID NOT IDENTIFY ANY UNCERTAINTY IN INCOME TAXES REQUIRING RECOGNITION OR DISCLOSURE IN THESE CONSOLIDATED FINANCIAL STATEMENTS. FUNDRAISING DINNER 720118 654918 65200 224068 244778 720118 654918 65200 224068 244778 468846 -403646 1 JUNIOR ACHIEVEMENT USA ONE EDUCATION WAY COLORADO SPRINGS CO 80906 841267604 501(C)(3) 50000 0 SUPPORT A NATIONWIDE INITIATIVE THAT IS EXECUTED ON THE LOCAL LEVEL TO ENHANCES THE REPUTATION OF THE FOOD INDUSTRY AS A PREFERRED WORKPLACE AND CAREER DESTINATION. FOOD MARKETPLACE INC 2345 CRYSTAL DRIVE SUITE 800 ARLINGTON VA 22202 362900465 501(C)(6) 35000 0 RESOURCE DATA ON TRENDS IN FAMILY MEALS. PARTNERSHIP FOR FOOD SAFETY EDUCATION 2345 CRYSTAL DRIVE SUITE 800 ARLINGTON VA 22202 752977151 501(C)(3) 25000 0 CONSUMER FOOD SAFETY INITIATIVES THAT REDUCE FOODBOURNE ILLNESSES COMMON THREADS 3811 BEE CAVES ROAD STE 108 AUSTIN TX 78746 200106847 501(C)(3) 25000 0 PROMOTION OF FAMILY MEALS PROGRAM CENTER FOR FOOD INTEGRITY 2900 NE BROOKTREE LANE SUITE 200 GLADSTONE MO 64119 204662713 501(C)(4) 20000 0 INITIATIVE TO SUPPORT RACIAL JUSTICE, INCLUSION AND DIVERSITY IN THE FOOD SYSTEM 3 2 FMI FOUNDATION ACADEMIC SCHOLARSHIPS 15 45000 PART I, LINE 2: THE FOUNDATION'S EXECUTIVE DIRECTOR PERIODICALLY REACHES OUT TO GRANT ADMINISTRATORS TO ASSESS HOW EFFECTIVELY GRANT FUNDS ARE PROMOTING THE FOUNDATION'S MISSION OF FOOD SAFETY AND HEALTH & WELLNESS. THESE REVIEWS ARE USED BY A SUBCOMMITTEE OF THE BOARD OF TRUSTEES TO REVIEW AND DECIDE FUTURE GRANT FUNDING. 0 1 0 0 0 0 0 0 0 LESLIE G SARASIN PRESIDENT 0 1991584 0 1200000 0 36955 0 26400 0 25291 0 3280230 0 0 SALVATORE J DICARLO CFO/TREASURER 0 471969 0 53800 0 4374 0 48425 0 36374 0 614942 0 0 DAVID FIKES SENIOR VP/SECRETARY 0 268675 0 26800 0 7593 0 24584 0 36420 0 364072 0 0 PART I, LINE 3 THE FOUNDATION DOES NOT DIRECTLY HIRE OR COMPENSATE EMPLOYEES. ALL EMPLOYEES ARE EMPLOYEES OF THE FOOD MARKETPLACE INC. (FMI), A RELATED ORGANIZATION EXEMPT UNDER SECTION 501(C)(6). ON AN ANNUAL BASIS, FOR FMI'S CEO AND OTHER SENIOR EXECUTIVE POSITIONS, A COMPENSATION COMMITTEE, COMPRISED OF CURRENT AND PAST BOARD OFFICERS, REVIEWS EMPLOYEE PERFORMANCE AND MAKES COMPENSATION ADJUSTMENTS ON THE BASIS OF THIS PERFORMANCE IN CONJUNCTION WITH A REVIEW OF MARKET-BASED, PUBLICALLY AVAILABLE, COMPARABILITY DATA. PERIODICALLY, FMI USES THE SERVICES OF AN INDEPENDENT CONSULTANT TO DO A MORE THOROUGH REVIEW OF COMPENSATION RANGES FOR ALL STAFF POSITIONS. PART I, LINE 4B LESLIE G. SARASIN, PRESIDENT, PARTICIPATED IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN DURING THE YEAR ENDING DECEMBER 31, 2023. THE ORGANIZATION MADE A CONTRIBUTION FOR 2023 TO THE PLAN OF $400,000. FORM 990, PART VI, SECTION B, LINE 11B THE PROCESS THE FOUNDATION USES TO REVIEW THE FEDERAL FORM 990 IS FOR THE DIRECTOR OF FINANCE TO WORK CLOSELY WITH THE AUDITING FIRM TO COMPILE RELATED DATA TO COMPLETE A DRAFT FEDERAL FORM 990 WHICH IS THEN REVIEWED AND APPROVED BY THE VICE PRESIDENT OF FINANCE. THE COMPLETED FEDERAL FORM 990 IS THEN DISTRIBUTED TO THE ENTIRE BOARD OF DIRECTORS BEFORE THE FEDERAL FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12 THE FOUNDATION SHARES EMPLOYEES WITH THE FOOD MARKETPLACE INC. (FMI) AND THEREFORE RELIES ON FMI'S CONFLICT OF INTEREST POLICY AND PROCEDURES TO SATISFY ANY OBLIGATIONS IN THIS AREA. FMI ANNUALLY DISTRIBUTES A CONFLICT OF INTEREST QUESTIONNAIRE TO STAFF, DIRECTORS AND ABOVE. THESE QUESTIONNAIRES ARE REVIEWED BY THE COUNSEL TO DETERMINE WHETHER ANY CONFLICTS ARE PRESENT. IF A STAFF MEMBER IS FOUND TO HAVE A CONFLICT, THE COUNSEL IS REQUIRED TO FOLLOW THE PROTOCOL SET FORTH IN THE EMPLOYEE HANDBOOK TO QUICKLY REMEDY ANY CONFLICTS OF INTEREST THAT MAY BE PRESENT. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, FEDERAL FORM 990, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROGRAM CONSULTANTS: PROGRAM SERVICE EXPENSES 203,250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 203,250. RESEARCH SERVICES: PROGRAM SERVICE EXPENSES 7,150. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,150. GRAPHIC DESIGNERS: PROGRAM SERVICE EXPENSES 1,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,000. FOOD MARKETPLACE INC 2345 CRYSTAL DRIVE SUITE 800 ARLINGTON VA 22202 362900465 MEMBERSHIP ORGANIZATION DC 501(C)(6) N/A N/A 0 FOODPAC 2345 CRYSTAL DRIVE SUITE 800 ARLINGTON VA 22202 521209156 POLITICAL ACTION DC 527 N/A FOOD MARKETPLACE INC 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 FOOD MARKETPLACE INC P 423237 COST