Totals
- Total revenue
- $5,769,801
- Total expenses
- $5,152,587
- Contributions and grants received
- $5,253,627
- Grants paid
- $0
- Program service revenue
- $486,610
- Investment income
- $4,204
- Other revenue
- $25,360
- Total assets, end of year
- $2,138,692
- Total liabilities, end of year
- $1,301,736
- Net assets or fund balances, end of year
- $836,956
- Program services expenses (Part IX)
- $3,999,745
- Management and general expenses
- $1,048,879
- Fundraising expenses
- $103,963
- Program service expenses (Part III)
- $3,999,745
Program services were 77.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$2,778,974
-
1e · Government grants (contributions)
$2,093,511
-
1f · All other contributions, gifts and grants
$381,142
-
2a · Program service revenue: SPECIAL EVENTS
total $307,013 · unrelated business $307,013
-
2b · Program service revenue: FEE FOR SERVICES
total $152,804 · unrelated business $152,804
-
2c · Program service revenue: OTHER PRORGAM SERVICES
total $26,793 · unrelated business $26,793
-
3 · Investment income
total $4,204 · excluded $4,204
-
11a · Other revenue: PUBLICATIONS & ADVERTI
total $25,360 · unrelated business $25,360
-
11e · Other revenue, total
$25,360
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $2,150,962 · program services $1,363,925 · management and general $787,037
-
8 · Pension plan contributions
total $66,037 · program services $41,874 · management and general $24,163
-
9 · Other employee benefits
total $17,003 · program services $10,782 · management and general $6,221
-
11c · Fees: accounting
total $128,806 · program services $84,603 · management and general $44,203
-
11g · Fees: other
total $39,486 · program services $25,038 · management and general $14,448
-
13 · Office expenses
total $25,477 · program services $16,155 · management and general $9,322
-
14 · Information technology
total $206,665 · program services $140,986 · management and general $63,734 · fundraising $1,945
-
16 · Occupancy
total $152,143 · program services $96,474 · management and general $55,669
-
19 · Conferences, conventions and meetings
total $255,406 · program services $243,911 · management and general $10,003 · fundraising $1,492
-
20 · Interest
total $2,058 · program services $1,305 · management and general $753
-
22 · Depreciation, depletion and amortization
total $16,622 · program services $10,540 · management and general $6,082
-
24a · Other expenses: GRANT RELATED EXPENSES
total $1,808,842 · program services $1,808,727 · management and general $115
-
24b · Other expenses: PRINTING AND PUBLICATIO
total $191,135 · program services $91,172 · management and general $1,637 · fundraising $98,326
-
24c · Other expenses: ALL OTHER EXPENSES
total $84,322 · program services $56,710 · management and general $25,412 · fundraising $2,200
-
24d · Other expenses: MEMBERSHIP SUPPORT SERV
total $7,623 · program services $7,543 · management and general $80
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $910,423 · end of year $1,399,398
-
3 · Pledges and grants receivable
beginning of year $153,186 · end of year $133,764
-
4 · Accounts receivable
beginning of year $84,083 · end of year $107,898
-
9 · Prepaid expenses and deferred charges
beginning of year $33,756 · end of year $103,581
-
10a · Land, buildings and equipment: cost or other basis
$277,517
-
10b · Land, buildings and equipment: accumulated depreciation
$262,896
-
10c · Land, buildings and equipment, net
beginning of year $30,600 · end of year $14,621
-
15 · Other assets
beginning of year $493,129 · end of year $379,430
-
17 · Accounts payable and accrued expenses
beginning of year $597,988 · end of year $601,222
-
19 · Deferred revenue
beginning of year $338,982 · end of year $331,705
-
25 · Other liabilities
beginning of year $548,465 · end of year $368,809
-
27 · Net assets without donor restrictions
beginning of year $200,552 · end of year $823,712
-
28 · Net assets with donor restrictions
beginning of year $19,190 · end of year $13,244
Mission and programs · 2023
Mission
OTA'S MISSION IS TO PROMOTE AND PROTECT ORGANIC WITH A UNIFYING VOICE THAT SERVES AND ENGAGES ITS DIVERSE MEMBERS FROM FARM TO MARKETPLACE. OTA'S VISION IS TO GROW ORGANIC TO ACHIEVE EXCELLENCE IN AGRICULTURE & COMMERCE, PROTECT THE ENVIRONMENT & ENHANCE COMMUNITY WELL-BEING.
-
MEMBERSHIP
Expenses $3,999,745
As filed on the 2023 return.
Listed in Part VII
-
Paul SchieferPAUL SCHIEFER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Tracy FavreTRACY FAVRE
PRESIDENT
- Total calculated
- $0
- Hours/week
- 3
-
Ann Marie HouriganANN MARIE HOURIGAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Britt LundgrenBRITT LUNDGREN
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Kellee JamesKELLEE JAMES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Doug CrabtreeDOUG CRABTREE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Adam WarthesenADAM WARTHESEN
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 3
-
David LivelyDAVID LIVELY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Daniella Velazquez De LeonDANIELLA VELAZQUEZ DE LEON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Bob KaakeBOB KAAKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Domenic BorrelliDOMENIC BORRELLI
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Heidi DeistelHEIDI DEISTEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Michael E MenesMICHAEL E MENES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Matthew DillonMATTHEW DILLON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Edward FishEDWARD FISH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Tom ChapmanTOM CHAPMAN
CEO & EXECUTIVE DIRECTOR
- Total calculated
- $231,460
- From this org
- $231,460
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $231,460
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $231,460
-
Stephanie JergerSTEPHANIE JERGER
VP OF OPERATIONS
- Total calculated
- $127,280
- From this org
- $127,280
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Violet BatchaVIOLET BATCHA
SR. DIRECTOR OF MARKETING AND COMMUNICATIONS
- Total calculated
- $112,639
- From this org
- $112,639
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Peter MihalickPETER MIHALICK
SR. DIRECTOR OF GOVERNMENT AFFAIRS
- Total calculated
- $108,337
- From this org
- $108,337
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · RESEARCH · VT
Directly controlled by ORGANIC TRADE ASSOCIATION
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413209349311131
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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