2025-11-17T12:22:06+00:00 2024-12-31 346565596 ERNST & YOUNG US LLP 1101 NEW YORK AVENUE NW Washington DC 20005 990 2024-01-01 271756847 Dairy Science Institute Inc DAIR 8478032000 10255 W HIGGINS RD SUITE 900 ROSEMONT IL 60018 QUINTON BAILY CFO 8478032000 2025-11-17 true Amber N Doane P01391011 2023276000 2025-11-12 2024 2025-03-06 01:10:19Z QUINTON BAILY 10255 W HIGGINS RD SUITE 900 ROSEMONT IL 60018 4587185 false X N/A X 2010 DC ORGANIZED EXCLUSIVELY FOR EDUCATIONAL AND SCIENTIFIC PURPOSES RELATED TO ADVANCEMENTS IN DAIRY SCIENCE AND TO PROMOTE COOPERATION BETWEEN ENTITIES WITH SIMILAR GOALS & OBJECTIVES. 6 2 0 2 0 5387044 4109337 0 338987 477848 0 5726031 4587185 0 0 0 0 0 5893529 11397962 5893529 11397962 -167498 -6810777 23057590 17035512 2739666 3528365 20317924 13507147 DAIRY RESEARCH INSTITUTE (DRI) ENGAGES IN DAIRY SCIENCE RESEARCH, STUDY AND ANALYSIS, SHARING FINDINGS AND BEST PRACTICES WITH DAIRY STAKEHOLDERS AND CONSUMERS. false false 11332672 0 0 THE DRI SUSTAINABILITY PROGRAM IS COMMITTED TO SUPPORTING SCIENTIFIC RESEARCH AIMED AT UNDERSTANDING, MEASURING AND IMPROVING THE ENVIRONMENTAL IMPACT OF DAIRY OPERATIONS. SUSTAINABILITY RESEARCH FOCUSES ON GREENHOUSE GASES EMISSION REDUCTION OPPORTUNITIES, LIFE CYCLE ASSESSMENTS, WATER USE EFFICIENCY AND WATER QUALITY, SUSTAINABILITY MEASUREMENT AND REPORTING, AND TECHNOLOGY TRANSFER AND KNOWLEDGE SHARING TO IMPROVE FARM ADVISOR ACCESS TO SCIENCE BASED TECHNICAL RESOURCES. IN 2021, WE LAUNCHED THE "DAIRY SOIL AND WATER REGENERATION" PROJECT, A RESEARCH COLLABORATION WITH DAIRY MANAGEMENT INC (DMI) AND EXTERNAL ORGANIZATIONS THAT SEEKS TO QUANTIFY HOW CERTAIN PRACTICES IMPROVE SOIL HEALTH, REDUCE GREENHOUSE GAS EMISSIONS, AND IMPROVE WATER QUALITY. ANOTHER INITIATIVE, "DAIRY SCALE FOR GOOD", ALSO WORKING WITH DMI AND EXTERNAL RESEARCH ORGANIZATIONS, ESTABLISHES PILOT FARMS ACROSS THE UNITED STATES TO TEST AND IMPLEMENT SUSTAINABLE TECHNOLOGIES AND PRACTICES WITHIN THE DAIRY INDUSTRY. "DAIRY SCALE FOR GOOD" EMPHASIZES EDUCATION, PROVIDING THE DAIRY INDUSTRY WITH PRACTICAL AND EFFICIENT SOLUTIONS TO ACHIEVE THEIR AMBITIOUS GOAL OF NET ZERO EMISSIONS BY 2050. THESE INITIATIVES SERVE THE PUBLIC INTEREST BY PROMOTING ENVIRONMENTAL SUSTAINABILITY AND COMBATING CLIMATE CHANGE AND PROTECTING WATER RESOURCES. 21872 0 0 LISTERIA RESEARCH CONSORTIUM - THE GOAL OF THIS RESEARCH PROGRAM IS TO PREVENT FOODBORNE ILLNESS BY IDENTIFYING NEW TOOLS TO CONTROL LISTERIA IN DAIRY FOODS AND DAIRY MANUFACTURING FACILITIES. DRI LEADS A GROUP INCLUDING DAIRY COMPANIES AND THE NATIONAL DAIRY COUNCIL WHOSE EXPERTS IDENTIFY AND FUND LONGER TERM RESEARCH IN LISTERIA FUNDAMENTALS, ANTIMICROBIALS, MICROBIOME, AND ENVIRONMENTAL CONTROLS. 11354544 true true false false false false false false false false false false false false true false true false false false false false false false false false false false false true false false false false false false false false false false false false false false false true true true false false true 22 0 true 0 false false false false false false false false false false false false X 6 2 false true false false false false false true false false false false false true true true true true false false false false X QUINTON BAILY 8478032000 10255 W HIGGINS ROAD STE 900 ROSEMONT IL 60018 Barbara O'Brien President, Chair 1.0 42.0 X X 0 657035 60623 Becky Nyman Treasurer 1.0 2.0 X X 0 0 0 Jim Reid Secretary 1.0 2.0 X X 0 0 0 Quinton Baily CFO and Director 1.0 42.0 X X 0 459461 71400 Marilyn Hershey Director 1.0 3.0 X 0 48250 0 Mary Kraft Director 1.0 2.0 X 0 13683 0 0 1178429 132023 0 false true false Alliance Dairies 4951 NW 170TH ST Trenton FL 32693 Consulting 2661725 Royal Dairy LLC 11792 Road 125 SW Royal City WA 99357 Consulting 1000294 Regents of the University of California Davis 1 Shields Ave Davis CA 95616 Research 881047 Soil Health Institute 2803 Slater Road STE 115 Morrisville NC 27560 Research 813922 DellaValle Laboratory Inc 1910 W McKinley Ave STE 110 Fresno CA 93728 Research 487816 19 1575626 2533711 4109337 0 0 0 0 0 477848 477848 0 0 0 0 0 0 0 0 0 4587185 0 0 477848 X 163581 160043 3538 14196 14196 11162075 11162075 0 0 20128 20128 2655 2655 25957 25957 OTHER 5556 5556 OTHER PROGRAM EXPENSES 3814 3814 0 0 0 0 11397962 11354544 43418 0 14498641 13684193 7201979 2690935 0 0 0 0 105342 53120 0 0 0 0 0 0 1251628 607264 23057590 17035512 1609497 2434769 1125831 1093175 0 0 4338 421 2739666 3528365 X 368898 841180 19949026 12665967 20317924 13507147 23057590 17035512 -6810777 0 X false true true false X 263879 24911237 4282899 5387044 4109337 38954396 0 0 263879 24911237 4282899 5387044 4109337 38954396 26683248 12271148 35292 338987 477848 852127 0 0 0 0 0 0 0 39806523 0 0.30827 0.28097 X Schedule A, Part II, Line 17a FACTS AND CIRCUMSTANCES TEST THE DAIRY RESEARCH INSTITUTE ("DRI") MEETS THE FACTS AND CIRCUMSTANCES TEST AS OUTLINED IN REGULATION 1.170A-9(F)(3). THE REASONS THAT DRI MEETS THE REQUIRED THREE ELEMENTS OF THE FACTS AND CIRCUMSTANCES TEST ARE OUTLINED BELOW: 1. TEN PERCENT SUPPORT LIMITATION THE ORGANIZATION'S NORMAL OPERATIONS ARE SUPPORTED BY PUBLICLY SUPPORTED ORGANIZATIONS. THE FOUNDATION FOR FOOD AND AGRICULTURAL RESEARCH ("FFAR"), A PUBLICLY SUPPORTED ORGANIZATION, HAS INCREASED ITS SUPPORT THE LAST THREE YEARS. OVERALL, THE ANNUAL PERCENTAGE OF CONTRIBUTIONS FROM PUBLICLY SUPPORTED ORGANIZATIONS HAS BEEN ANYWHERE FROM 10% TO 45% OF THE TOTAL SUPPORT RECEIVED. IN 2021, DRI RECEIVED NOTABLE CONTRIBUTIONS FROM NESTLE AND STARBUCKS WHO CONTRIBUTED $10M EACH. THESE CONTRIBUTIONS HAVE TRIGGERED THE EXCESS CONTRIBUTION LIMITATION, WHICH HAS AFFECTED THE TOTAL PUBLIC SUPPORT AMOUNTS IN THE FIVE-YEAR LOOKBACK PERIOD. PRIOR TO THESE CONTRIBUTIONS, DRI HAS CALCULATED OVER 50% OF ITS CONTRIBUTIONS TO BE PUBLICLY SUPPORTED. 2.ATTRACTION OF PUBLIC SUPPORT THE ORGANIZATION HAS RECEIVED CONTRIBUTIONS FROM MORE THAN 25 DIFFERENT AND UNRELATED ORGANIZATIONS OVER THE PAST FIVE YEARS. THESE CONTRIBUTIONS INCLUDE MANY AGRICULTURAL AND FOOD-BASED COMPANIES. 3.PROGRAMS ARE PUBLICLY AVAILABLE DRI ENGAGES IN SCIENTIFIC RESEARCH TO FIND BEST PRACTICES FOR THE DAIRY COMMUNITY. THE RESEARCH INCLUDES FINDING SUSTAINABLE OPERATIONS AND REDUCING FOODBORNE ILLNESSES. THE RESULTS OF THESE BEST PRACTICES, WHICH ARE PROVIDED TO ALL DAIRY STAKEHOLDERS AND AVAILABLE TO CONSUMERS, ALLOW FOR BETTER DAIRY PRODUCTS FOR TODAY AND TOMORROW. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Federal Income Taxes INTERCOMPANY PAYABLE - DMI 421 421 6098528 1511343 0 1511343 4587185 0 0 4587185 12909305 1511343 0 1511343 11397962 0 0 11397962 false true false false false false false false false Quinton Baily CFO and Director 0 465651 0 0 0 -6190 0 45528 0 25872 0 530861 0 0 Barbara O'Brien President, Chair 0 630000 0 0 0 27035 0 34500 0 26123 0 717658 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation BARBARA O'BRIEN, CHAIR, MARILYN HERSHEY, VICE CHAIR, AND QUINTON BAILY, CFO, ARE ALL COMPENSATED BY DAIRY MANAGEMENT, INC.(DMI), A RELATED ORGANIZATION. THEY RECEIVE NO COMPENSATION FROM DAIRY RESEARCH INSTITUTE. COMPENSATION IS DETERMINED THROUGH THE USE OF INDUSTRY SURVEYS, MARKET SALARY GUIDES, AND OTHER COMPETITIVE COMPENSATION INFORMATION. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN 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 2024 AS DEFINED IN IRS CODE SECTION 401(A)(17) IS $345,000. 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. BARBARA O'BRIEN PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PROGRAM IN WHICH BENEFITS VEST AT YEAR-END AND ARE PAID BY MARCH 15 OF THE FOLLOWING YEAR. THE BENEFITS REPRESENT 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. SHE WAS PAID A BENEFIT OF $30,000 IN 2024 WHICH IS INCLUDED ON SCHEDULE J, PART II, COLUMN (B)(III). Form 990, Part VI, Line 3 Delegation of management duties CONTROL OVER MANAGEMENT DUTIES HAS BEEN DELEGATED TO DAIRY MANAGEMENT, INC. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS REVIEWED BY THE CFO, AN OFFICER OF THE COMPANY, AND IS AVAILABLE TO ALL CONTRIBUTORS AND THE GENERAL PUBLIC UPON REQUEST. Form 990, Part VI, Line 12c Conflict of interest policy THE CONFLICT OF INTEREST POLICY IS REVIEWED IN DETAIL BY THE ORGANIZATION'S OFFICERS AND CORPORATE ATTORNEYS ANNUALLY.THE OFFICERS ARE REQUIRED TO COMPLETE AN ANNUAL CERTIFICATION OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AND ARE ASKED TO RECUSE THEMSELVES FROM VOTING IF THEY ARE PERSONALLY INVOLVED IN A MATTER THAT COULD GIVE RISE TO CONFLICTS. Form 990, Part VI, Line 19 Required documents available to the public GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part IX, Line 11g Other Fees PROFESSIONAL FEES - Total Expense: 11140203, Program Service Expense: 11140203, Management and General Expenses: , Fundraising Expenses: ; PRODUCT RESEARCH - Total Expense: 21872, Program Service Expense: 21872, Management and General Expenses: , Fundraising Expenses: ; DAIRY MANAGEMENT INC 10255 W HIGGINS ROAD STE 900 ROSEMONT IL 60018 363992031 MGMT ORG IL 501(c)(6) UDIA 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) DMI true UNITED DAIRY INDUSTRY ASSOCIATION 10255 W HIGGINS ROAD STE 900 ROSEMONT IL 60018 362702849 PROMOTION IL 501(c)(6) NA false false false true false false false false false false false false false false true true true false false false DAIRY MANAGEMENT INC O 1485521 FAIR MARKET VALUE DAIRY MANAGEMENT INC C 1575626 CASH