2025-08-19T13:18:26-05:00 2024-12-31 751044330 LANE GORMAN TRUBITT LLC 2626 HOWELL ST SUITE 700 DALLAS TX 75204 990 2024-01-01 364349795 WOMEN'S FOODSERVICE FORUM WOME 9725287222 5310 HARVEST HILL RD 299 DALLAS TX 75230 THERESE GEARHART PRESIDENT & CEO 9725287222 2025-08-13 1 1 KEVIN WARNEKE P01294950 2148717500 2024 2025-03-06 01:10:19Z THERESE GEARHART 5310 HARVEST HILL RD STE 299 DALLAS TX 75230 9154016 0 X WWW.WFF.ORG X 1989 IL ACCELERATE THE ADVANCEMENT OF WOMEN LEADERS IN THE FOOD INDUSTRY. 29 28 11 0 0 0 2479940 2276025 5918278 6648143 142382 220974 11443 8874 8552043 9154016 0 0 0 0 2378435 2483450 0 0 542386 5429911 5558156 7808346 8041606 743697 1112410 7451675 9101885 2445854 2650944 5005821 6450941 X ACCELERATE THE ADVANCEMENT OF WOMEN LEADERS IN THE FOOD INDUSTRY. WE BELIEVE IN LIMITLESS OPPORTUNITY FOR ALL WOMEN. 0 0 217497 WFF CONNECT - A DIGITAL PORTAL FOR THE BENEFIT OF MEMBERS AND PARTNER COMPANIES: THE WOMEN'S FOODSERVICE FORUM (WFF) HOSTS A PASSWORD PROTECTED PORTAL, WFF CONNECT, THAT ENABLES WFF TO DELIVER YEAR-ROUND VALUE TO OUR MEMBERSHIP AND COMPANIES THAT SUPPORT OUR MISSION. FOR OUR 8,000 PLUS MEMBERSHIP, WFF CONNECT HOSTS VIRTUAL CONTENT DELIVERING PROFESSIONAL DEVELOPMENT, INSIGHTS FROM INDUSTRY EXECUTIVES, AND CONNECTION TO INDUSTRY PEERS. FOR OUR 77 PARTNER COMPANIES, WFF CONNECT HOSTS PROFESSIONAL DEVELOPMENT RESOURCES THAT THEY CAN LEVERAGE MORE BROADLY, ALONG WITH RELATIONSHIP MANAGEMENT MATERIALS AND METRICS ON THEIR EMPLOYEE ENGAGEMENT. RECORDINGS OF OUR COMPLIMENTARY VIRTUAL EVENTS AND OUR PAID IN-PERSON EVENTS ARE HOSTED ON WFF CONNECT FOR CONVENIENT ON-DEMAND CONSUMPTION. 837038 6074137 ANNUAL LEADERSHIP CONFERENCE: WOMEN'S FOODSERVICE FORUM (WFF) IS AN ANNUAL 3-DAY EVENT THAT PROVIDED HIGH QUALITY PROFESSIONAL DEVELOPMENT, INSPIRATION FROM WORLD LEADERS AND INDUSTRY EXECUTIVES, AND PEER CONNECTION FOR EMERGING LEADERS AND EXECUTIVES IN THE FOOD INDUSTRY. THE 2024 EVENT WAS ATTENDED BY A TOTAL OF 2,982 PARTICIPANTS, PRIMARILY ON-SITE WITH LESS THAN 10% VIRTUAL. 5176475 365383 LEADERSHIP DEVELOPMENT WORKSHOPS: WOMEN'S FOODSERVICE FORUM (WFF) 2024 LEADERSHIP DEVELOPMENT WORKSHOPS WERE HOSTED AS A HYBRID, TWO-PART SERIES ENABLING EITHER IN-PERSON OR VIRTUAL ATTENDANCE. THESE ONE-DAY WORKSHOPS WERE HELD IN EIGHT MARKETS INCLUDING DALLAS, ATLANTA, ORLANDO, DENVER, MINNEAPOLIS, CHICAGO, PHOENIX AND ORANGE COUNTY. THE LIVE RECORDINGS FOR VIRTUAL ATTENDEES WERE DONE IN ATLANTA AND DALLAS LOCATIONS. THE OBJECTIVE OF THESE WORKSHOPS IS TO PROVIDE WOMEN WITH PROFESSIONAL DEVELOPMENT, INSPIRATION FROM INDUSTRY ROLE MODELS AND NETWORKING WITH THEIR INDUSTRY PEERS. THE VIRTUAL OFFERING, PLUS REGIONAL LOCATIONS, MAKE THIS OFFERING MORE CONVENIENT TO ATTEND AND PROVIDE EASIER ACCESS TO WFF CONTENT. (CONTINUED ON SCHEDULE O)THE TOTAL NUMBER OF PAID REGISTRANTS IN 2024 WAS 953. C-SUITE SUMMIT RAN CONCURRENTLY WITH THE LDW EVENTS IN OCTOBER. THERE WERE 27 ATTENDEES. 6013513 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 43 0 1 11 1 0 0 0 0 0 0 0 0 0 0 0 0 X 29 28 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 IL MN X THERESE GEARHART 9725287222 5310 HARVEST HILL RD 299 DALLAS TX 75230 THERESE GEARHART PRESIDENT AND CEO 40.00 X X 808452 0 14642 SARAH KING CHAIR 1.00 X X 0 0 0 KATE JASPON CHAIR ELECT 1.00 X X 0 0 0 ANITA ZIELINKSI IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 ELIZABETH HORVATH TREASURER 1.00 X X 0 0 0 SKYE ANDERSON DIRECTOR 0.30 X 0 0 0 WILLIAM ARMSTRONG DIRECTOR 0.30 X 0 0 0 TRONA BALKISSOON DIRECTOR 0.30 X 0 0 0 TANIKA CABRAL DIRECTOR 0.30 X 0 0 0 LINKEN D'SOUZA DIRECTOR 0.30 X 0 0 0 SUMI DEBENEDITTIS DIRECTOR 0.30 X 0 0 0 CATHERINE FOX DIRECTOR 0.30 X 0 0 0 SHANNON GARCIA DIRECTOR 0.30 X 0 0 0 ALISA GMELICH DIRECTOR 0.30 X 0 0 0 GENIFER GRAY DIRECTOR 0.30 X 0 0 0 OLA IDZIKOWSKA DIRECTOR 0.30 X 0 0 0 MARY KIENER DIRECTOR 1.00 X 0 0 0 KELLY LEFFERTS DIRECTOR 0.30 X 0 0 0 ANN MAMER-LLOYD DIRECTOR 1.00 X 0 0 0 BROOKE MCKILLOP DIRECTOR 0.30 X 0 0 0 ERICK MCREYNOLDS DIRECTOR 0.30 X 0 0 0 GAIL SHARPS MYERS DIRECTOR 0.30 X 0 0 0 HEATHER NEARY DIRECTOR 0.30 X 0 0 0 MEREDITH NELSON DIRECTOR 0.30 X 0 0 0 COLEY O'BRIEN DIRECTOR 1.00 X 0 0 0 DAWN RASMUSSEN DIRECTOR 0.30 X 0 0 0 DEBBIE ROBERTS DIRECTOR 0.30 X 0 0 0 LAURA SORENSON DIRECTOR 0.30 X 0 0 0 LORAINE YALCH DIRECTOR 1.00 X 0 0 0 KRISTA GIBSON CHIEF MARKETING OFFICER 40.00 X 277817 0 12306 DANA MINTON VP, PARTNER ENGAGEMENTS 40.00 X 187076 0 14734 OMEMMA GILLANI DIRECTOR - INSIGHTS AND ST 40.00 X 122547 0 5151 CORINA BALSELLS-GUILLEN DIRECTOR OF EVENTS 40.00 X 120513 0 10791 ERIN HALL DIRECTOR - PARTNER AND MEM 40.00 X 126850 0 0 LAURA HELMS SENIOR DIRECTOR OF MARKETI 40.00 X 137553 0 14968 1780808 0 72592 7 0 1 0 0 2276025 2276025 CONFERENCE 900099 5678263 5678263 SPONSORSHIP 900099 387000 387000 LEADERSHIP DEVELOPMENT 900099 365383 365383 MEMBERSHIP REVENUE 900099 217497 217497 6648143 220974 220974 ALL OTHER MISC REVENUE 900099 8874 8874 8874 9154016 6657017 0 220974 1315028 847041 131503 336484 887726 793950 146 93630 46181 36871 1430 7880 234515 176355 13419 44741 5971 5971 38446 38446 34332 34332 421085 421085 167964 87 167877 509726 76408 433318 116475 114658 1817 54450 53426 203 821 4204485 4029375 118097 57013 5222 5222 8041606 6013513 1485707 542386 740385 335025 236693 1189041 1015633 1294167 527404 928871 56619 56619 0 0 4612887 5106827 21552 16330 297121 231624 7451675 9101885 699097 692568 1308299 1806742 200000 238458 151634 2445854 2650944 X 3665769 4904742 1340052 1546199 5005821 6450941 7451675 9101885 1112410 332710 0 X X 0 1 X 1 0 X 1634331 2796037 2343639 2479940 2276025 11529972 1634331 2796037 2343639 2479940 2276025 11529972 834133 10695839 136723 152933 161872 142382 220974 814884 12344856 23704588 0.86640 0.86290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 56619 56619 0 0 RIGHT OF USE LIABILITY 151634 151634 X 9452394 332710 332710 9119684 34332 34332 9154016 8007274 0 8007274 34332 34332 8041606 PART X, LINE 2: THE FORUM IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, THE FORUM IS SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. THE FORUM FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. MANAGEMENT HAS CONCLUDED THAT ANY TAX POSITIONS THAT WOULD NOT MEET THE MORE-LIKELY-THAN-NOT CRITERION OF FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CERTIFICATION ("ASC") 740-10, ACCOUNTING FOR INCOME TAXES, WOULD BE IMMATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT INCLUDE ANY PROVISION FOR UNCERTAIN TAX POSITIONS, AND NO RELATED INTEREST OR PENALTIES HAVE BEEN RECORDED IN THE STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS OR ACCRUED IN THE STATEMENTS OF FINANCIAL POSITION. FEDERAL TAX RETURNS OF THE FORUM ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITY FOR A PERIOD OF THREE YEARS FROM THE DATE THE RETURNS ARE FILED. 0 0 0 0 0 1 0 0 0 THERESE GEARHART PRESIDENT AND CEO 541365 0 265225 0 1862 0 13800 0 842 0 823094 0 0 0 KRISTA GIBSON CHIEF MARKETING OFFICER 222153 0 54711 0 953 0 11177 0 1129 0 290123 0 0 0 DANA MINTON VP, PARTNER ENGAGEMENTS 154042 0 31827 0 1207 0 6573 0 8161 0 201810 0 0 0 LAURA HELMS SENIOR DIRECTOR OF MARKETI 118129 0 18667 0 757 0 5917 0 9051 0 152521 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A DELEGATION OF AUTHORITY: THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR, CHAIR-ELECT, TREASURER, AND FOUR AT-LARGE MEMBERS OF THE BOARD OF DIRECTORS APPOINTED BY THE CHAIR. THE CEO SHALL SERVE AS AN EX-OFFICIO NON-VOTING MEMBER OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE HAS THE FULL POWER AND AUTHORITY TO FULFILL DIRECTIVES FROM THE BOARD OF DIRECTORS, AND EXERCISE ALL THE AUTHORITY OF THE BOARD OF DIRECTORS, EXCEPT THOSE MATTERS SPECIFICALLY RESERVED TO THE FULL BOARD BY LAW. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS TWO CLASSES OF MEMBERS (INDIVIDUAL AND CORPORATE) WHO SHALL BE IN AGREEMENT AND SUPPORT OF THE PURPOSES OF THE ORGANIZATION, PAY ALL MEMBERSHIP DUES AND FULFILL ANY OTHER REQUIREMENTS THAT THE BOARD OF DIRECTORS MAY ESTABLISH. FORM 990, PART VI, SECTION A, LINE 7A MEMBER ELECTION AND DECISION ABILITIES: MEMBERS IN GOOD STANDING ELECT THE BOARD OF DIRECTORS AND TRANSACT ANY OTHER BUSINESS THAT MAY COME BEFORE THEM AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990: THE FORM 990 WILL BE MADE AVAILABLE FOR REVIEW BY THE WOMEN'S FOODSERVICE FORUM BOARD OF DIRECTORS. THE FORM 990 IS REVIEWED BY THE CHAIRMAN OF THE BOARD BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C WRITTEN CONFLICT OF INTEREST POLICY: THE CONFLICT OF INTEREST POLICY COVERS BOARD MEMBERS, OFFICERS, AND SENIOR STAFF OF THE ORGANIZATION. FULL DISCLOSURE, BY NOTICE IN WRITING, IS REQUIRED TO BE MADE BY INDIVIDUALS WITH POTENTIAL CONFLICTS OF INTEREST TO THE GOVERNANCE AND NOMINATING COMMITTEE AND THEIR CHAIR OF THE BOARD. THE CHAIR OF THE BOARD WILL DETERMINE WHETHER TO: (A) TAKE NO ACTION; (B) ASSURE FULL DISCLOSURE TO THE BOARD OF DIRECTORS AND OTHER INDIVIDUALS COVERED BY THIS POLICY; (C) ASK THE PERSON TO RECUSE FROM PARTCIPATION IN RELATED WFF DISCUSSIONS OR DECISIONS; OR (D) ASK THE PERSON TO RESIGN FROM THEIR WFF POSITION OR, IF THE PERSON REFUSES TO RESIGN, BECOME SUBJECT TO POSSIBLE REMOVAL IN ACCORDANCE WITH REMOVAL PROCEDURES IN THE BYLAWS. THE PRESIDENT AND CEO AND CHIEF STAFF FINANCE EXECUTIVE WILL MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DISCLOSE THEM TO THE BOARD CHAIR IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION HAS OCCURED. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, SECTION B, LINE 15A: REVIEW OF CEO OR TOP MGMT OFFICIAL COMPENSATION: THE ORGANIZATION HAS CREATED A COMPENSATION COMMITTEE AS A STANDING COMMITTEE. SPECIFIC DUTIES INCLUDE REVIEW OF THE PRESIDENT AND CEO COMPENSATION PLAN INCLUDING BENEFITS ON AN ANNUAL BASIS. THE COMMITTEE PERIODICALLY REQUESTS AND CONSIDERS BENCHMARK DATA FOR THEIR USE IN DETERMINING COMPENSATION. COMPENSATION COMMITTEE MINUTES ARE DOCUMENTED AND KEPT ON FILE. THE MINUTES DO NOT SPECIFY DETAILS; HOWEVER, DO DOCUMENT THAT THE COMMITTEE DID DISCUSS AND APPROVE THE COMPENSATION OF THE CEO AND DIRECT REPORTS TO THE CEO. THE LAST REVIEW WAS CONDUCTED ON OCTOBER 5, 2023. FORM 990, PART VI, SECTION B, LINE 15B: REVIEW OF OTHER OFFICER OR KEY EMPLOYEES COMPENSATION: ON OCTOBER 5, 2023, THE ORGANIZATION MADE USE OF THE COMPENSATION COMMITTEE FOR THE REVIEW OF COMPENSATION OF OTHER KEY EMPLOYEES. THE COMMITTEE PERIODICALLY REQUESTS AND CONSIDERS BENCHMARK DATA FOR THEIR USE IN DETERMINING THE COMPENSATION. THE COMPENSATION COMMITTEE MINUTES ARE DOCUMENTED AND KEPT ON FILE. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PART XII, LINE 2C THE BOARD OF DIRECTORS ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.